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
Benedict O'Connor Benedict O'Connor's Lehman Brothers Experience April 2002 - September 2008
Job
Industry Capital Markets
Experience
Mizuho Securities USA Inc. May 2015 - Present
Jefferies & Company December 2011 - May 2015
Barclays Capital September 2008 - September 2011
Lehman Brothers April 2002 - September 2008
EFHutton 1982 - 1988
Skills
Capital Markets, Fixed Income, Equities, Bloomberg, Options, Trading, Derivatives, Electronic Trading, Financial Markets, Bonds, Trading Systems, Commodity, Equity Derivatives, Alternative Investments, Equity Trading, Hedging, Proprietary Trading, Series 63, Technical Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 1977 — 1982
BS, business administration
CK
Mizuho Securities USA Inc. May 2015 - Present
Jefferies & Company December 2011 - May 2015
Barclays Capital September 2008 - September 2011
Lehman Brothers April 2002 - September 2008
EFHutton 1982 - 1988
Skills
Capital Markets, Fixed Income, Equities, Bloomberg, Options, Trading, Derivatives, Electronic Trading, Financial Markets, Bonds, Trading Systems, Commodity, Equity Derivatives, Alternative Investments, Equity Trading, Hedging, Proprietary Trading, Series 63, Technical Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 1977 — 1982
BS, business administration
CK
Brian Stocker's Lehman Brothers Experience May 1997 - October 2002
Job Broker/Owner at Prop Mgmt Louisville & PML Real Estate Group
Industry Real Estate
Experience
Property Mgmt of Louisville & PML Real Estate Group January 2006 - Present
First Residential Mortgage December 2002 - December 2005
Lehman Brothers May 1997 - October 2002
Skills
Investments, Loans, Residential Homes, Management, Real Estate, Investment Properties, FHA, Mortgage Lending, First Time Home Buyers, Sellers, Investors, Short Sales
Education
University of Kentucky 1993 — 1997
Bachelor of Arts (BA), Economics
Ballard High School 1990 — 1993
Property Mgmt of Louisville & PML Real Estate Group January 2006 - Present
First Residential Mortgage December 2002 - December 2005
Lehman Brothers May 1997 - October 2002
Skills
Investments, Loans, Residential Homes, Management, Real Estate, Investment Properties, FHA, Mortgage Lending, First Time Home Buyers, Sellers, Investors, Short Sales
Education
University of Kentucky 1993 — 1997
Bachelor of Arts (BA), Economics
Ballard High School 1990 — 1993
Stephen P. Hadley Stephen P. Hadley's Lehman Brothers Experience January 1998 - December 1998
Job TenTalents Capital LLC
Industry Veterinary
Experience
TenTalents Capital LLC January 2011 - Present
New Mountain Capital July 2014 - June 2015
VCA January 1999 - December 2010
Lehman Brothers January 1998 - December 1998
Lehman Brothers January 1997 - December 1997
Aquarium of the Pacific 1992 - 1995
Emergency Pet Clinic of South Bay August 1989 - August 1992
California Animal Hospital August 1987 - July 1989
Skills
Entrepreneurship, Mergers & Acquisitions, Strategic Planning, Business Development, Investments, Leadership, Leadership Development, Financial Analysis, Business Strategy, Management, Equities, Asset Management, Team Leadership, Alternative Investments, Analysis, Venture Capital, Mergers, Investment Strategies, Non-profits, Strategy, Start-ups, Team Building, Mentoring, Change Management, Portfolio Management, Investment Banking, Financial Modeling, Corporate Development, Commodity, Risk Management, New Business Development, Business Planning, Securities, Negotiation, Private Equity, Operations Management, Small Business, Management Consulting, Project Management, Nonprofits, Sales, Marketing Strategy, Due Diligence, Strategic Financial..., Budgets, Cross-functional Team..., Competitive Analysis, Corporate Finance, Executive Management, Emerging Markets
Education
University of Pennsylvania - The Wharton School 1995 — 1996
Master of Business Administration (M.B.A.), Finance
University of Illinois - College of Veterinary Medicine 1983 — 1987
Doctor of Veterinary Medicine (D.V.M.), Veterinary Medicine
University of Illinois - College of Veterinary Medicine 1984 — 1987
Master of Science (M.S.), Veterinary Pathology (Clinical Pathology)
University of Illinois - College of Veterinary Medicine 1983 — 1985
Bachelor of Science (B.S.), Veterinary Medicine
University of Illinois at Urbana-Champaign 1980 — 1983
Bachelor of Science (B.S.), Agriculture
TenTalents Capital LLC January 2011 - Present
New Mountain Capital July 2014 - June 2015
VCA January 1999 - December 2010
Lehman Brothers January 1998 - December 1998
Lehman Brothers January 1997 - December 1997
Aquarium of the Pacific 1992 - 1995
Emergency Pet Clinic of South Bay August 1989 - August 1992
California Animal Hospital August 1987 - July 1989
Skills
Entrepreneurship, Mergers & Acquisitions, Strategic Planning, Business Development, Investments, Leadership, Leadership Development, Financial Analysis, Business Strategy, Management, Equities, Asset Management, Team Leadership, Alternative Investments, Analysis, Venture Capital, Mergers, Investment Strategies, Non-profits, Strategy, Start-ups, Team Building, Mentoring, Change Management, Portfolio Management, Investment Banking, Financial Modeling, Corporate Development, Commodity, Risk Management, New Business Development, Business Planning, Securities, Negotiation, Private Equity, Operations Management, Small Business, Management Consulting, Project Management, Nonprofits, Sales, Marketing Strategy, Due Diligence, Strategic Financial..., Budgets, Cross-functional Team..., Competitive Analysis, Corporate Finance, Executive Management, Emerging Markets
Education
University of Pennsylvania - The Wharton School 1995 — 1996
Master of Business Administration (M.B.A.), Finance
University of Illinois - College of Veterinary Medicine 1983 — 1987
Doctor of Veterinary Medicine (D.V.M.), Veterinary Medicine
University of Illinois - College of Veterinary Medicine 1984 — 1987
Master of Science (M.S.), Veterinary Pathology (Clinical Pathology)
University of Illinois - College of Veterinary Medicine 1983 — 1985
Bachelor of Science (B.S.), Veterinary Medicine
University of Illinois at Urbana-Champaign 1980 — 1983
Bachelor of Science (B.S.), Agriculture
Justin Weiss's Lehman Brothers Experience June 2004 - August 2004
Job
Industry Computer Software
Experience
Avvo September 2012 - Present
Avvo August 2007 - Present
Microsoft July 2005 - August 2007
University of Illinois May 2003 - May 2005
Lehman Brothers June 2004 - August 2004
RPGamer October 2000 - February 2003
Skills
Web Development, Web Applications, Ruby on Rails, Front End Engineering..., Databases, Agile Methodologies, Java, Software Design, Software Engineering, MySQL, PostgreSQL, Distributed Systems, Ruby
Education
University of Illinois at Urbana-Champaign 2001 — 2005
B.S.
Avvo September 2012 - Present
Avvo August 2007 - Present
Microsoft July 2005 - August 2007
University of Illinois May 2003 - May 2005
Lehman Brothers June 2004 - August 2004
RPGamer October 2000 - February 2003
Skills
Web Development, Web Applications, Ruby on Rails, Front End Engineering..., Databases, Agile Methodologies, Java, Software Design, Software Engineering, MySQL, PostgreSQL, Distributed Systems, Ruby
Education
University of Illinois at Urbana-Champaign 2001 — 2005
B.S.
Andy Colyer Andy Colyer's Lehman Brothers Experience 1994 - 1999
Job Principal at The Ithaka Group
Industry Investment Management
Experience
The Ithaka Group 2008 - Present
Sands Capital Management 2004 - 2007
Merrill Lynch 1999 - 2001
Lehman Brothers 1994 - 1999
PwC 1989 - 1992
Skills
Chartered Financial..., Certified Public..., Equity Research, Valuation, Financial Modeling, Asset Managment, Investments, Portfolio Management, Investment Strategies, Due Diligence, Financial Analysis, Strategic Financial..., Equity Valuation
Education
Darden Graduate School of Business Administration 1992 — 1994
MBA
University of Maryland Baltimore County 1985 — 1989
BS, Economics
Calvert Hall 1981 — 1984
The Ithaka Group 2008 - Present
Sands Capital Management 2004 - 2007
Merrill Lynch 1999 - 2001
Lehman Brothers 1994 - 1999
PwC 1989 - 1992
Skills
Chartered Financial..., Certified Public..., Equity Research, Valuation, Financial Modeling, Asset Managment, Investments, Portfolio Management, Investment Strategies, Due Diligence, Financial Analysis, Strategic Financial..., Equity Valuation
Education
Darden Graduate School of Business Administration 1992 — 1994
MBA
University of Maryland Baltimore County 1985 — 1989
BS, Economics
Calvert Hall 1981 — 1984
Sarah Ahmad Sarah Ahmad's Lehman Brothers Experience June 2006 - August 2006
Job Associate at Davis Polk & Wardwell LLP
Industry Law Practice
Experience
Davis Polk & Wardwell LLP November 2012 - Present
Davis Polk & Wardwell LLP 2011 - 2011
United States Federal District Court of Maryland - Judge Messittee May 2010 - July 2010
Ernst & Young July 2007 - November 2008
Lehman Brothers June 2006 - August 2006
Education
University of Pennsylvania Law School 2009 — 2012
J.D., Law, cum laude
University of Maryland - Robert H. Smith School of Business 2003 — 2007
Bachelors, Finance, magna cum laude
University of Maryland College Park 2003 — 2007
Bachelor Of Arts, Government and Politcs
Thomas S. Wootton 1999 — 2003
Davis Polk & Wardwell LLP November 2012 - Present
Davis Polk & Wardwell LLP 2011 - 2011
United States Federal District Court of Maryland - Judge Messittee May 2010 - July 2010
Ernst & Young July 2007 - November 2008
Lehman Brothers June 2006 - August 2006
Education
University of Pennsylvania Law School 2009 — 2012
J.D., Law, cum laude
University of Maryland - Robert H. Smith School of Business 2003 — 2007
Bachelors, Finance, magna cum laude
University of Maryland College Park 2003 — 2007
Bachelor Of Arts, Government and Politcs
Thomas S. Wootton 1999 — 2003
Jason Divock Jason Divock's Lehman Brothers Experience February 2007 - September 2008
Job Software Engineer at Box
Industry Computer Software
Experience
Box March 2015 - Present
Huge November 2013 - February 2015
Mediaocean March 2013 - November 2013
Fidelity Investments August 2011 - March 2013
Barclays Capital September 2008 - August 2011
Lehman Brothers February 2007 - September 2008
NASA Goddard Space Flight Center - SSAI June 2003 - May 2006
Skills
Web Development, JavaScript, Node.js, HTML, AJAX, Git, sass, CSS, CSS3, Unix Shell Scripting, Shell Scripting, MongoDB, User Interface, SQL, Subversion, Object Oriented Design, Design Patterns, XML, SQL Server, DHTML, Unix, OOP
Education
University of Maryland College Park 1999 — 2003
bs, Computer Science
Box March 2015 - Present
Huge November 2013 - February 2015
Mediaocean March 2013 - November 2013
Fidelity Investments August 2011 - March 2013
Barclays Capital September 2008 - August 2011
Lehman Brothers February 2007 - September 2008
NASA Goddard Space Flight Center - SSAI June 2003 - May 2006
Skills
Web Development, JavaScript, Node.js, HTML, AJAX, Git, sass, CSS, CSS3, Unix Shell Scripting, Shell Scripting, MongoDB, User Interface, SQL, Subversion, Object Oriented Design, Design Patterns, XML, SQL Server, DHTML, Unix, OOP
Education
University of Maryland College Park 1999 — 2003
bs, Computer Science
Stella Cao's Lehman Brothers Experience April 2008 - September 2008
Job financial industry
Industry Financial Services
Experience
Nomura Securities May 2010 - July 2011
Nomura Securities October 2008 - April 2010
Lehman Brothers April 2008 - September 2008
Skills
Financial Analysis, Financial Modeling, Presentations, SQL, Bloomberg, Morningstar, Wind, Equity Research, Macroeconomics
Education
University of Illinois at Chicago 2011 — 2012
Master of Business Administration (MBA), Finance, General
Nomura Securities May 2010 - July 2011
Nomura Securities October 2008 - April 2010
Lehman Brothers April 2008 - September 2008
Skills
Financial Analysis, Financial Modeling, Presentations, SQL, Bloomberg, Morningstar, Wind, Equity Research, Macroeconomics
Education
University of Illinois at Chicago 2011 — 2012
Master of Business Administration (MBA), Finance, General
Eric Thiessen Eric Thiessen's Lehman Brothers Experience May 2008 - July 2008
Job Analyst at Brahman Capital
Industry Investment Management
Experience
Brahman Capital July 2012 - Present
Barclays Capital June 2009 - July 2012
Lehman Brothers May 2008 - July 2008
BMO Capital Markets January 2008 - January 2008
AEGON N.V. May 2007 - August 2007
Skills
Equity Research, Equity Derivatives
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2009
BBA, Finance, Political Science - International Affairs
Brahman Capital July 2012 - Present
Barclays Capital June 2009 - July 2012
Lehman Brothers May 2008 - July 2008
BMO Capital Markets January 2008 - January 2008
AEGON N.V. May 2007 - August 2007
Skills
Equity Research, Equity Derivatives
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2009
BBA, Finance, Political Science - International Affairs
Latasha Hubbard's Lehman Brothers Experience June 2005 - August 2005
Job Financial Services Professional at Water Tower Financial Partners, LLC
Industry Insurance
Experience
Water Tower Financial Partners, LLC June 2011 - Present
Kraft Foods May 2009 - April 2011
Madison Dearborn Partners June 2006 - August 2006
Lehman Brothers June 2005 - August 2005
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
BS, Finance
University of Illinois at Urbana-Champaign
Water Tower Financial Partners, LLC June 2011 - Present
Kraft Foods May 2009 - April 2011
Madison Dearborn Partners June 2006 - August 2006
Lehman Brothers June 2005 - August 2005
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
BS, Finance
University of Illinois at Urbana-Champaign
Sridhar J Iyer Sridhar J Iyer's Lehman Brothers Experience March 2008 - October 2008
Job President at Agilite Group
Industry Information Technology and Services
Experience
Agilite Group June 2013 - Present
Agilite Group June 2013 - Present
Utility Service Partners, Inc November 2013 - April 2015
Bank of America October 2008 - August 2013
Lehman Brothers March 2008 - October 2008
Bank of America June 2005 - March 2008
GEICO June 2004 - June 2005
Nationwide Financial October 2001 - June 2004
Procter & Gamble January 2001 - October 2001
MediaOne January 2000 - January 2001
Skills
Data Warehousing, Credit Risk, Credit Derivatives, Vendor Management, Vendor Relationships, Talend, Netezza, Business Intelligence, Microstrategy, Infrastructure..., Teradata, Cognos, Business Objects, Business Strategy, Big Data, Leadership, Professional Services, Strategy, Software Project..., Business Analysis, Enterprise Architecture, SQL, SDLC, Requirements Analysis, Integration
Education
University of Madras 1992 — 1996
Bachelor's degree, Mechanical Engineering
Agilite Group June 2013 - Present
Agilite Group June 2013 - Present
Utility Service Partners, Inc November 2013 - April 2015
Bank of America October 2008 - August 2013
Lehman Brothers March 2008 - October 2008
Bank of America June 2005 - March 2008
GEICO June 2004 - June 2005
Nationwide Financial October 2001 - June 2004
Procter & Gamble January 2001 - October 2001
MediaOne January 2000 - January 2001
Skills
Data Warehousing, Credit Risk, Credit Derivatives, Vendor Management, Vendor Relationships, Talend, Netezza, Business Intelligence, Microstrategy, Infrastructure..., Teradata, Cognos, Business Objects, Business Strategy, Big Data, Leadership, Professional Services, Strategy, Software Project..., Business Analysis, Enterprise Architecture, SQL, SDLC, Requirements Analysis, Integration
Education
University of Madras 1992 — 1996
Bachelor's degree, Mechanical Engineering
Jason Falk's Lehman Brothers Experience July 2006 - February 2008
Job VP of Engineering at Arrivalist
Industry Computer Software
Experience
Arrivalist May 2015 - Present
Tapad June 2013 - May 2015
Signpost August 2010 - May 2013
Sling Media October 2009 - August 2010
Lime Wire April 2008 - October 2009
Lehman Brothers July 2006 - February 2008
Skills
Ruby, Rails, ElasticSearch, Groovy, Grails, Java, Flex, SOLR, Hibernate, Spring, SQL, Padrino, Sinatra, Ruby on Rails, Solr, Git, Web Applications
Education
University of Illinois at Urbana-Champaign 2002 — 2006
BS, Computer Science
Arrivalist May 2015 - Present
Tapad June 2013 - May 2015
Signpost August 2010 - May 2013
Sling Media October 2009 - August 2010
Lime Wire April 2008 - October 2009
Lehman Brothers July 2006 - February 2008
Skills
Ruby, Rails, ElasticSearch, Groovy, Grails, Java, Flex, SOLR, Hibernate, Spring, SQL, Padrino, Sinatra, Ruby on Rails, Solr, Git, Web Applications
Education
University of Illinois at Urbana-Champaign 2002 — 2006
BS, Computer Science
Irina Katz (Chernyak) Irina Katz (Chernyak)'s Lehman Brothers Experience July 2007 - September 2008
Job FX/EMG at Nomura
Industry Investment Banking
Kendall Wright-(LION) Kendall Wright-(LION)'s Lehman Brothers Experience 1981 - 1988
Job Executive Recruiter MRIBoston Group : Focusing on Banking, Financial Services, Business Development and Sales
Industry Financial Services
Experience
Management Recruiters Inc – The Boston Group August 2010 - Present
Massachusetts Investment firms 1981 - 2010
Lehman Brothers 1981 - 1988
Skills
Executive Search, Internet Recruiting, Applicant Tracking..., Technical Recruiting, Talent Acquisition, College Recruiting, Cold Calling, Financial Services, Permanent Placement, Contract Recruitment, Recruiting, Screening Resumes, Sourcing, New Business Development, Account Management, Sales, Business Development, Finance, Screening, Salesforce.com, Human Resources, Leadership, Temporary Staffing, Temporary Placement, Direct Sales, Interviews, Management, Customer Service, Lead Generation, Commercial Lending, Employee Relations, Banking, Negotiation, Strategy, Team Building, Talent Management, Marketing, Contract Negotiation, Start-ups, Sales Management, Solution Selling, Benefits Negotiation, Accounting
Education
University of Maine 1971 — 1975
BA, Political Science/History
Management Recruiters Inc – The Boston Group August 2010 - Present
Massachusetts Investment firms 1981 - 2010
Lehman Brothers 1981 - 1988
Skills
Executive Search, Internet Recruiting, Applicant Tracking..., Technical Recruiting, Talent Acquisition, College Recruiting, Cold Calling, Financial Services, Permanent Placement, Contract Recruitment, Recruiting, Screening Resumes, Sourcing, New Business Development, Account Management, Sales, Business Development, Finance, Screening, Salesforce.com, Human Resources, Leadership, Temporary Staffing, Temporary Placement, Direct Sales, Interviews, Management, Customer Service, Lead Generation, Commercial Lending, Employee Relations, Banking, Negotiation, Strategy, Team Building, Talent Management, Marketing, Contract Negotiation, Start-ups, Sales Management, Solution Selling, Benefits Negotiation, Accounting
Education
University of Maine 1971 — 1975
BA, Political Science/History
Steven Lillywhite Steven Lillywhite's Lehman Brothers Experience June 2007 - July 2008
Job SVP, Quantitative Finance at Bank of America
Industry Financial Services
Experience
Bank of America 2011 - Present
Petrobras/Impa August 2008 - 2011
Lehman Brothers June 2007 - July 2008
Corbin Capital Partners February 2006 - March 2007
Interactive Brokers June 2003 - February 2006
Education
University of Maryland College Park
PhD, Mathematics
Bank of America 2011 - Present
Petrobras/Impa August 2008 - 2011
Lehman Brothers June 2007 - July 2008
Corbin Capital Partners February 2006 - March 2007
Interactive Brokers June 2003 - February 2006
Education
University of Maryland College Park
PhD, Mathematics
Amy Pollak Amy Pollak's Lehman Brothers Experience 2005 - 2006
Job Senior Digital Associate at Yeshivat Chovevei Torah Rabbinical School
Industry Online Media
Experience
Yeshivat Chovevei Torah Rabbinical School February 2015 - Present
Reader's Digest August 2011 - Present
Kiplinger Washington Editors April 2006 - August 2011
Lehman Brothers 2005 - 2006
Skills
Digital Media, Web Analytics, Social Media Marketing, Email Marketing, Content Management, HTML, Digital Strategy, Digital Marketing, Analytics, User Experience, Content Development
Education
University of Maryland College Park 2001 — 2005
BA, Communication
Yeshivat Chovevei Torah Rabbinical School February 2015 - Present
Reader's Digest August 2011 - Present
Kiplinger Washington Editors April 2006 - August 2011
Lehman Brothers 2005 - 2006
Skills
Digital Media, Web Analytics, Social Media Marketing, Email Marketing, Content Management, HTML, Digital Strategy, Digital Marketing, Analytics, User Experience, Content Development
Education
University of Maryland College Park 2001 — 2005
BA, Communication
Rebecca Wallack's Lehman Brothers Experience July 2007 - September 2008
Job Manager in Strategy, Planning and Business Development at NYULMC
Industry Hospital & Health Care
Experience
NYU Langone Medical Center October 2014 - Present
NYU Langone Medical Center May 2012 - October 2014
Barclays Capital October 2008 - May 2012
Lehman Brothers July 2007 - September 2008
OppenheimerFunds June 2006 - August 2006
Education
University of Maryland College Park 2003 — 2007
Bachelor of Science, Marketing
Great Neck South
NYU Langone Medical Center October 2014 - Present
NYU Langone Medical Center May 2012 - October 2014
Barclays Capital October 2008 - May 2012
Lehman Brothers July 2007 - September 2008
OppenheimerFunds June 2006 - August 2006
Education
University of Maryland College Park 2003 — 2007
Bachelor of Science, Marketing
Great Neck South
Karen Laos's Lehman Brothers Experience June 2003 - November 2005
Job Sr. Collateral Underwriter (Review Appraiser) at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. January 2015 - Present
Real Estate Appraisers / Real Estate Brokers March 2014 - December 2014
J.P.Morgan Chase May 2013 - March 2014
Bank of America June 2007 - March 2013
Old San Juan Real Estate & Loans, Inc. November 2005 - June 2007
Parker Real Estate Appraisal Services November 2005 - May 2007
Lehman Brothers June 2003 - November 2005
BNC Mortgage February 2002 - June 2003
Fremont Investments and Loans February 1999 - February 2002
Ameriquest Mortgage February 1998 - March 1999
Education
University of Louisville
Master of Fine Arts (MFA) and Bachelor of Arts (BA), Theatre and Fine Art
JPMorgan Chase & Co. January 2015 - Present
Real Estate Appraisers / Real Estate Brokers March 2014 - December 2014
J.P.Morgan Chase May 2013 - March 2014
Bank of America June 2007 - March 2013
Old San Juan Real Estate & Loans, Inc. November 2005 - June 2007
Parker Real Estate Appraisal Services November 2005 - May 2007
Lehman Brothers June 2003 - November 2005
BNC Mortgage February 2002 - June 2003
Fremont Investments and Loans February 1999 - February 2002
Ameriquest Mortgage February 1998 - March 1999
Education
University of Louisville
Master of Fine Arts (MFA) and Bachelor of Arts (BA), Theatre and Fine Art
Biney Singh, MBA's Lehman Brothers Experience May 2007 - August 2007
Job Social Marketing Program Coordinator at 5Loom
Industry Marketing and Advertising
Experience
5Loom September 2014 - Present
DooBop May 2014 - August 2014
The Forum Group April 2014 - August 2014
Bank of New York Mellon July 2009 - March 2014
Resolution Photo Fund May 2013 - August 2013
Barclays Capital September 2008 - July 2009
Shingar, Inc. (Retail) June 2001 - August 2008
Lehman Brothers May 2007 - August 2007
Skills
Social Media Marketing, Leadership, Analysis, Analytics, Strategy, Microsoft Excel, Data Analysis, Financial Analysis, Market Research, Management, PowerPoint, Program Management, Business Process..., CRM, Microsoft Word, Customer Service, Microsoft Office, Social Media, Quality Assurance, People Skills, Relationship-building..., Staff Management, Events, Twitter, Strategic Planning, Project Management, Marketing, Community Outreach, Rebranding, Training, Brand Management, Integrated Marketing, Lean Six Sigma, Creative Analysis, Manage Client..., Klout, Facebook, YouTube, Analytical Skills, Client Relations Skills, Problem Solving, Negotiation, SharePoint, Microsoft Access, Windows, Mac OS X, Outlook, Lotus Notes, Process Improvement, Time Management
Education
New York University, Stern School of Business 2011 — 2014
MBA, Marketing, Business Analytics, and Economics
University of Maryland - Robert H. Smith School of Business 2004 — 2008
Bachelors, Finance & Accounting
5Loom September 2014 - Present
DooBop May 2014 - August 2014
The Forum Group April 2014 - August 2014
Bank of New York Mellon July 2009 - March 2014
Resolution Photo Fund May 2013 - August 2013
Barclays Capital September 2008 - July 2009
Shingar, Inc. (Retail) June 2001 - August 2008
Lehman Brothers May 2007 - August 2007
Skills
Social Media Marketing, Leadership, Analysis, Analytics, Strategy, Microsoft Excel, Data Analysis, Financial Analysis, Market Research, Management, PowerPoint, Program Management, Business Process..., CRM, Microsoft Word, Customer Service, Microsoft Office, Social Media, Quality Assurance, People Skills, Relationship-building..., Staff Management, Events, Twitter, Strategic Planning, Project Management, Marketing, Community Outreach, Rebranding, Training, Brand Management, Integrated Marketing, Lean Six Sigma, Creative Analysis, Manage Client..., Klout, Facebook, YouTube, Analytical Skills, Client Relations Skills, Problem Solving, Negotiation, SharePoint, Microsoft Access, Windows, Mac OS X, Outlook, Lotus Notes, Process Improvement, Time Management
Education
New York University, Stern School of Business 2011 — 2014
MBA, Marketing, Business Analytics, and Economics
University of Maryland - Robert H. Smith School of Business 2004 — 2008
Bachelors, Finance & Accounting
Craig Lovett, LEED AP O+M Craig Lovett, LEED AP O+M's Lehman Brothers Experience 1997 - 1999
Job Director of Sales at Covanta Energy
Industry Renewables & Environment
Experience
Covanta Energy 2013 - Present
MassRecycle May 2011 - August 2013
Capital Paper Recycling, Inc. / Mass Hauling, Inc January 2005 - 2013
Morgan Stanley 1999 - 2002
Lehman Brothers 1997 - 1999
Skills
Sustainability, Recycling, Business Development, Renewable Energy, Contract Negotiation, New Business Development, Facilities Management, Leadership, Green Building, Management, Environmental Awareness, Strategic Planning, Contract Management, Waste Management, Due Diligence, Energy, Asset Management, Mergers & Acquisitions, Commercial Real Estate, Sales, Revenue & Profit Growth, New Venture Development, Real Estate, Property Management, Energy Management, Budgets, Waste, Asset Managment, Fundraising, Project Management, Energy Efficiency, LEED, Strategy, Analysis, Sustainable Business, Cleantech, M&A Negotiations, Deal Sourcing, Sustainability...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA
University of Mary Washington
Bachelor of Science
Covanta Energy 2013 - Present
MassRecycle May 2011 - August 2013
Capital Paper Recycling, Inc. / Mass Hauling, Inc January 2005 - 2013
Morgan Stanley 1999 - 2002
Lehman Brothers 1997 - 1999
Skills
Sustainability, Recycling, Business Development, Renewable Energy, Contract Negotiation, New Business Development, Facilities Management, Leadership, Green Building, Management, Environmental Awareness, Strategic Planning, Contract Management, Waste Management, Due Diligence, Energy, Asset Management, Mergers & Acquisitions, Commercial Real Estate, Sales, Revenue & Profit Growth, New Venture Development, Real Estate, Property Management, Energy Management, Budgets, Waste, Asset Managment, Fundraising, Project Management, Energy Efficiency, LEED, Strategy, Analysis, Sustainable Business, Cleantech, M&A Negotiations, Deal Sourcing, Sustainability...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA
University of Mary Washington
Bachelor of Science
Gail E. Feeney,CRS,GRI Gail E. Feeney,CRS,GRI's Lehman Brothers Experience 1971 - 1975
Job Associate Broker at Julia B. Fee Sotheby's International Realty
Industry Real Estate
Experience
Julia B. Fee Sotheby's International Realty March 1997 - Present
Realty 3 Real Estate Inc. January 1979 - March 1997
Lehman Brothers 1971 - 1975
Skills
Luxury Home Marketing, First Time Home Buyers, Mechanical Aptitude, New Home Sales, Relocation
Education
University of Maryland College Park
B.S., Mathematics
Julia B. Fee Sotheby's International Realty March 1997 - Present
Realty 3 Real Estate Inc. January 1979 - March 1997
Lehman Brothers 1971 - 1975
Skills
Luxury Home Marketing, First Time Home Buyers, Mechanical Aptitude, New Home Sales, Relocation
Education
University of Maryland College Park
B.S., Mathematics
Ami Samuels Ami Samuels's Lehman Brothers Experience June 1989 - August 1998
Job Senior Partner at Gatewood Capital Partners
Industry Investment Management
Experience
Gatewood Capital Partners January 2015 - Present
Poalim Capital Markets April 2006 - December 2014
Star Ventures October 2004 - April 2006
Satlynx July 2002 - July 2004
Gilat Satellite Networks August 1998 - July 2002
Lehman Brothers June 1989 - August 1998
Education
Yale School of Management 1987 — 1989
Master of Business Administration (MBA)
Haifa University 1982 — 1986
Bachelor's degree, Geography, Jewish Philosophy
Gatewood Capital Partners January 2015 - Present
Poalim Capital Markets April 2006 - December 2014
Star Ventures October 2004 - April 2006
Satlynx July 2002 - July 2004
Gilat Satellite Networks August 1998 - July 2002
Lehman Brothers June 1989 - August 1998
Education
Yale School of Management 1987 — 1989
Master of Business Administration (MBA)
Haifa University 1982 — 1986
Bachelor's degree, Geography, Jewish Philosophy
David Nable's Lehman Brothers Experience July 2002 - September 2003
Job Americas Head of Sales Alternatives at BNP Paribas Securities Services
Industry Financial Services
Experience
BNP Paribas Securities Services June 2015 - Present
Credit Suisse April 2012 - May 2015
Goldman Sachs May 2010 - April 2012
Goldman Sachs October 2003 - May 2010
Lehman Brothers July 2002 - September 2003
Skills
Hedge Funds, Prime Brokerage, Alternative Investments, Equities, Fixed Income, Derivatives, Capital Markets, Private Equity, Asset Managment, Securities, Equity Derivatives, Fund Of Funds, Fund Administration, Series 7, Trading Systems, Client Services, Middle Office, Asset Management, Options
Education
University of Maryland College Park 1998 — 2002
BS, Finance
BNP Paribas Securities Services June 2015 - Present
Credit Suisse April 2012 - May 2015
Goldman Sachs May 2010 - April 2012
Goldman Sachs October 2003 - May 2010
Lehman Brothers July 2002 - September 2003
Skills
Hedge Funds, Prime Brokerage, Alternative Investments, Equities, Fixed Income, Derivatives, Capital Markets, Private Equity, Asset Managment, Securities, Equity Derivatives, Fund Of Funds, Fund Administration, Series 7, Trading Systems, Client Services, Middle Office, Asset Management, Options
Education
University of Maryland College Park 1998 — 2002
BS, Finance
Dhamodharan Sankaran Dhamodharan Sankaran's Lehman Brothers Experience May 2004 - March 2009
Job CitiMobile NA Operations Lead
Industry Information Technology and Services
Experience
Citi October 2011 - Present
Barclays Capital December 2010 - October 2011
Vanguard April 2009 - December 2010
Lehman Brothers May 2004 - March 2009
Lister Technologies November 2003 - April 2004
Ivesia Solutions May 2000 - November 2003
SBEM PVT LTD August 1998 - March 2000
Skills
JMS, Java Enterprise Edition, Investment Banking, TIBCO, Struts, JavaScript, PL/SQL, Servlets, JDBC, EAI, JSP, Middleware, SOA, Banking, IT Project & Program..., IT Service Management, Enterprise Architecture, Websphere, Agile Methodologies, Requirements Analysis, SDLC, WebSphere
Education
Madras University 1994 — 1998
Bachelor of Engg, Instrumentation and Control Engg
Citi October 2011 - Present
Barclays Capital December 2010 - October 2011
Vanguard April 2009 - December 2010
Lehman Brothers May 2004 - March 2009
Lister Technologies November 2003 - April 2004
Ivesia Solutions May 2000 - November 2003
SBEM PVT LTD August 1998 - March 2000
Skills
JMS, Java Enterprise Edition, Investment Banking, TIBCO, Struts, JavaScript, PL/SQL, Servlets, JDBC, EAI, JSP, Middleware, SOA, Banking, IT Project & Program..., IT Service Management, Enterprise Architecture, Websphere, Agile Methodologies, Requirements Analysis, SDLC, WebSphere
Education
Madras University 1994 — 1998
Bachelor of Engg, Instrumentation and Control Engg
Jenn Shellhammer-Getz, M.S., MSW's Lehman Brothers Experience January 2008 - July 2011
Job Crisis Intervention Specialist at St Luke's Health Network
Industry Mental Health Care
Experience
St. Luke's University Health Network April 2014 - Present
Blue Mountain Health System November 2013 - July 2015
Behavioral Health Associates September 2011 - August 2014
Lehman Brothers January 2008 - July 2011
Huron Consulting Group January 2006 - January 2008
Lerch, Early & Brewer January 2003 - December 2005
Crisis Residential Services of Maryland March 2002 - January 2003
Education
University of New England 2011 — 2014
MS, Clinical/Medical Social Work
University of Maryland College Park 1997 — 2001
BA, Criminal Justice
Allentown Central Catholic High School 1993 — 1997
High School
St. Luke's University Health Network April 2014 - Present
Blue Mountain Health System November 2013 - July 2015
Behavioral Health Associates September 2011 - August 2014
Lehman Brothers January 2008 - July 2011
Huron Consulting Group January 2006 - January 2008
Lerch, Early & Brewer January 2003 - December 2005
Crisis Residential Services of Maryland March 2002 - January 2003
Education
University of New England 2011 — 2014
MS, Clinical/Medical Social Work
University of Maryland College Park 1997 — 2001
BA, Criminal Justice
Allentown Central Catholic High School 1993 — 1997
High School
Riju Prakash Riju Prakash's Lehman Brothers Experience August 2007 - October 2008
Job Associate Consultant at Tata Consultancy Services
Industry Information Technology and Services
Experience
Tata Consultancy Services July 2007 - Present
Avery Dennison 2010 - 2012
Aviva December 2008 - December 2009
Lehman Brothers August 2007 - October 2008
Mphasis an HP company March 2005 - May 2007
KERALA INFOTECH LTD June 2002 - March 2005
Skills
Active Directory, VBScript, SCCM, Requirements Analysis, IT Service Management, Solution Architecture, SDLC, Pre-sales, Management, ITIL, Software Project..., Service Delivery, Virtualization, SQL, System Deployment, Vendor Management, InstallShield, Microsoft SQL Server, Business Analysis, IT Strategy, Project Management
Education
MCA, Indira Gandhi National Open University 1999 — 2002
Masters in Computer Science, COMPUTER SCIENCE
PGDCA, Institute of Human Resource 1998 — 1999
PGDCA, COMPUTER APPLICATIONS
University of Kerala
B.Com, BACHELORS DEGREE, COMMERCE
Tata Consultancy Services July 2007 - Present
Avery Dennison 2010 - 2012
Aviva December 2008 - December 2009
Lehman Brothers August 2007 - October 2008
Mphasis an HP company March 2005 - May 2007
KERALA INFOTECH LTD June 2002 - March 2005
Skills
Active Directory, VBScript, SCCM, Requirements Analysis, IT Service Management, Solution Architecture, SDLC, Pre-sales, Management, ITIL, Software Project..., Service Delivery, Virtualization, SQL, System Deployment, Vendor Management, InstallShield, Microsoft SQL Server, Business Analysis, IT Strategy, Project Management
Education
MCA, Indira Gandhi National Open University 1999 — 2002
Masters in Computer Science, COMPUTER SCIENCE
PGDCA, Institute of Human Resource 1998 — 1999
PGDCA, COMPUTER APPLICATIONS
University of Kerala
B.Com, BACHELORS DEGREE, COMMERCE
Priscilla Burroughs's Lehman Brothers Experience January 1980 - October 1991
Job Senior Certification Specialist at Port of Houston Authority
Industry Maritime
Experience
Port of Houston Authority August 2006 - Present
Houston Council of Engineering Companies February 1995 - August 2006
Lehman Brothers January 1980 - October 1991
Skills
Contract Management, Process Improvement, Procurement, Logistics, Contract Negotiation, Program Management, Customer Service
Education
University of Houston 1995 — 2000
Port of Houston Authority August 2006 - Present
Houston Council of Engineering Companies February 1995 - August 2006
Lehman Brothers January 1980 - October 1991
Skills
Contract Management, Process Improvement, Procurement, Logistics, Contract Negotiation, Program Management, Customer Service
Education
University of Houston 1995 — 2000
Perry Katz, CPA Perry Katz, CPA's Lehman Brothers Experience June 2007 - August 2007
Job Senior Consultant at Deloitte & Touche
Industry Accounting
Experience
Deloitte & Touche August 2013 - Present
Deloitte & Touche November 2012 - August 2013
Deloitte & Touche June 2010 - November 2012
U.S. Department of Commerce August 2009 - June 2010
First Capital Realty September 2008 - December 2008
Beers + Cutler June 2008 - August 2008
Lehman Brothers June 2007 - August 2007
Skills
Government Accounting, Financial Reporting, Account Reconciliation, Financial Statements, CPA, Financial Analysis, Accounting, Financial Accounting, Analysis, Data Analysis, Microsoft Excel, Management Consulting, Process Improvement, Hyperion Financial..., Hyperion Enterprise, Internal Controls
Education
University of Maryland College Park 2005 — 2009
B.S., Accounting
Pikesville High School 2001 — 2005
Deloitte & Touche August 2013 - Present
Deloitte & Touche November 2012 - August 2013
Deloitte & Touche June 2010 - November 2012
U.S. Department of Commerce August 2009 - June 2010
First Capital Realty September 2008 - December 2008
Beers + Cutler June 2008 - August 2008
Lehman Brothers June 2007 - August 2007
Skills
Government Accounting, Financial Reporting, Account Reconciliation, Financial Statements, CPA, Financial Analysis, Accounting, Financial Accounting, Analysis, Data Analysis, Microsoft Excel, Management Consulting, Process Improvement, Hyperion Financial..., Hyperion Enterprise, Internal Controls
Education
University of Maryland College Park 2005 — 2009
B.S., Accounting
Pikesville High School 2001 — 2005
Sara Franko Sara Franko's Lehman Brothers Experience April 2006 - June 2008
Job Owner at Fit4Mom® Chicago Western Suburbs
Industry Health, Wellness and Fitness
Experience
FIT4MOM Chicago Western Suburbs August 2013 - Present
Managers Investment Group May 2011 - April 2012
Lehman Brothers April 2006 - June 2008
Merrill Lynch 2005 - 2006
Ameriprise Financial Services, Inc. 2003 - 2005
Skills
Fitness Instruction, Health & Wellness, Weight Loss Coaching, Weight Management, Moms, Marketing, Social Media Marketing, Toning, Cardiovascular Fitness, Weight Training, Running, Kidspiration, Social Networking, Fitness Industry, Fitness Training, Team Management, Time Management, Managing Associates, Media Relations, Local Marketing, Healthy Lifestyle, Healthy Eating, Women's Health, Workout, Group Exercise..., Group Exercise, Strength Training, Strength & Conditioning, Core Strength, Pregnancy, Women Owned Business
Education
University of Illinois at Urbana-Champaign 1994 — 1999
BS, Advertising
FIT4MOM Chicago Western Suburbs August 2013 - Present
Managers Investment Group May 2011 - April 2012
Lehman Brothers April 2006 - June 2008
Merrill Lynch 2005 - 2006
Ameriprise Financial Services, Inc. 2003 - 2005
Skills
Fitness Instruction, Health & Wellness, Weight Loss Coaching, Weight Management, Moms, Marketing, Social Media Marketing, Toning, Cardiovascular Fitness, Weight Training, Running, Kidspiration, Social Networking, Fitness Industry, Fitness Training, Team Management, Time Management, Managing Associates, Media Relations, Local Marketing, Healthy Lifestyle, Healthy Eating, Women's Health, Workout, Group Exercise..., Group Exercise, Strength Training, Strength & Conditioning, Core Strength, Pregnancy, Women Owned Business
Education
University of Illinois at Urbana-Champaign 1994 — 1999
BS, Advertising
Cristina Cea Cristina Cea's Lehman Brothers Experience March 2005 - April 2007
Job Vice President, Deputy Head Bank AML Group (MSBNA and MSPBNA)
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley June 2010 - Present
Bank of America / Merrill Lynch May 2007 - June 2010
Lehman Brothers March 2005 - April 2007
Skills
AML, Securities, KYC, FINRA, OFAC, USA PATRIOT Act, Anti Money Laundering, Bank Secrecy Act, Leadership, Communication, Community Outreach, Due Diligence, Leadership Development, Operational Due..., Operational Risk, Series 24, Series 63, Series 7, Team Leadership, Banking, Capital Markets, Risk Management
Education
University of Maryland College Park
BA, Spanish/Business Mgmt
University of Maryland University College
MS, Management
University of Maryland University College
MBA, Masters of Business
Morgan Stanley January 2014 - Present
Morgan Stanley June 2010 - Present
Bank of America / Merrill Lynch May 2007 - June 2010
Lehman Brothers March 2005 - April 2007
Skills
AML, Securities, KYC, FINRA, OFAC, USA PATRIOT Act, Anti Money Laundering, Bank Secrecy Act, Leadership, Communication, Community Outreach, Due Diligence, Leadership Development, Operational Due..., Operational Risk, Series 24, Series 63, Series 7, Team Leadership, Banking, Capital Markets, Risk Management
Education
University of Maryland College Park
BA, Spanish/Business Mgmt
University of Maryland University College
MS, Management
University of Maryland University College
MBA, Masters of Business
David Mejia's Lehman Brothers Experience May 2008 - August 2008
Job Associate at Madison Capital Funding
Industry Investment Management
Experience
Madison Capital Funding April 2013 - Present
Wells Fargo July 2010 - March 2013
Goldman Sachs June 2009 - August 2009
Lehman Brothers May 2008 - August 2008
PricewaterhouseCoopers June 2007 - August 2007
Skills
Corporate Finance, Finance, Financial Modeling, Capital IQ, Equities, Bloomberg, Private Equity, Credit, Banking, Loans, Securities, Financial Analysis, Analysis, Equity Research, Commercial Banking, LBO, Leveraged Lending, Leveraged Finance
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelor of Science, Finance
Northside College Preparatory High School 2002 — 2006
Madison Capital Funding April 2013 - Present
Wells Fargo July 2010 - March 2013
Goldman Sachs June 2009 - August 2009
Lehman Brothers May 2008 - August 2008
PricewaterhouseCoopers June 2007 - August 2007
Skills
Corporate Finance, Finance, Financial Modeling, Capital IQ, Equities, Bloomberg, Private Equity, Credit, Banking, Loans, Securities, Financial Analysis, Analysis, Equity Research, Commercial Banking, LBO, Leveraged Lending, Leveraged Finance
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelor of Science, Finance
Northside College Preparatory High School 2002 — 2006
Jeff Swinson Jeff Swinson's Lehman Brothers Experience 1981 - 1988
Job Wealth Management Professional
Industry Financial Services
Experience
The Community of DJS June 2003 - Present
Northwestern Lake Forest Hospital 2009 - 2011
Northwestern Mutual 2002 - 2003
Raymond James 2001 - 2001
UBS Wealth Management 1992 - 2001
Tucker Anthony Inc 1988 - 1992
Lehman Brothers 1981 - 1988
Dean Witter 1979 - 1981
Skills
Financial Analysis, Retirement Planning, Investments, Wealth Management
Education
University of Michigan - Stephen M. Ross School of Business 1972 — 1976
MBA, Investments and Accounting
University of Illinois at Urbana-Champaign 1965 — 1970
Bachelor, Engineering
The Community of DJS June 2003 - Present
Northwestern Lake Forest Hospital 2009 - 2011
Northwestern Mutual 2002 - 2003
Raymond James 2001 - 2001
UBS Wealth Management 1992 - 2001
Tucker Anthony Inc 1988 - 1992
Lehman Brothers 1981 - 1988
Dean Witter 1979 - 1981
Skills
Financial Analysis, Retirement Planning, Investments, Wealth Management
Education
University of Michigan - Stephen M. Ross School of Business 1972 — 1976
MBA, Investments and Accounting
University of Illinois at Urbana-Champaign 1965 — 1970
Bachelor, Engineering
Ramya Ganesh Ramya Ganesh's Lehman Brothers Experience September 2004 - March 2005
Job Cloud QA Engineer at Cisco Systems
Industry Information Technology and Services
Experience
ABB March 2014 - July 2015
Cisco 2015 - 2015
Cisco 2015 - 2015
JPMorgan Chase June 2012 - March 2014
Texas Instruments June 2011 - June 2012
Verizon May 2007 - May 2011
Washington Mutual Card Services April 2005 - May 2007
Lehman Brothers September 2004 - March 2005
Skills
Unix, Solaris, Disaster Recovery, Veritas Cluster Server, Databases, Troubleshooting, Servers, NFS, System Administration, Data Center, Netbackup, Operating Systems, Hardware, DB2, Shell Scripting, Storage, Linux, Solution Architecture, Requirements Analysis, SDLC, ITIL
Education
University of Madras 2000 — 2004
Bachelor of Engineering, Computer Science
ABB March 2014 - July 2015
Cisco 2015 - 2015
Cisco 2015 - 2015
JPMorgan Chase June 2012 - March 2014
Texas Instruments June 2011 - June 2012
Verizon May 2007 - May 2011
Washington Mutual Card Services April 2005 - May 2007
Lehman Brothers September 2004 - March 2005
Skills
Unix, Solaris, Disaster Recovery, Veritas Cluster Server, Databases, Troubleshooting, Servers, NFS, System Administration, Data Center, Netbackup, Operating Systems, Hardware, DB2, Shell Scripting, Storage, Linux, Solution Architecture, Requirements Analysis, SDLC, ITIL
Education
University of Madras 2000 — 2004
Bachelor of Engineering, Computer Science
Rekha Chedalavada Rekha Chedalavada's Lehman Brothers Experience 1996 - 1998
Job Business Relationship Lead at Jaguar Land Rover
Industry Financial Services
Experience
Jaguar Land Rover April 2014 - Present
Jaguar Land Rover September 2013 - April 2014
American International Group 2007 - February 2012
American International Group September 2008 - December 2010
AIG 2003 - 2007
Agency.com January 1999 - May 2003
Lehman Brothers 1996 - 1998
Lehman Brothers 1991 - 1996
Skills
Relationship Management, Social Media Evangelist, Presentation Expert, Crisis Communications, B2C, Social Media Marketing, Vendor Management, Strategic Partnerships, Customer Advocacy, Performance Analysis, Internal Communications, Analytics, Business Planning, Content Management, Customer Experience, Business Strategy, Management, SEO, Strategic Thinking, Strategy, CRM, Digital Marketing, Digital Strategy, Employee Benefits, Online Marketing, Integrated Marketing, Information Architecture, IT Service Management, SDLC, Segmentation, Social Media, Executive Management, Thought Leadership, Leadership, Business Analysis, Email Marketing, Web Analytics, Marketing, Marketing Strategy, Project Management
Education
University of Maryland College Park
Bachelor's Degree, Psychology, English, Cum Laude
Takoma Academy
High School, secondary
Jaguar Land Rover April 2014 - Present
Jaguar Land Rover September 2013 - April 2014
American International Group 2007 - February 2012
American International Group September 2008 - December 2010
AIG 2003 - 2007
Agency.com January 1999 - May 2003
Lehman Brothers 1996 - 1998
Lehman Brothers 1991 - 1996
Skills
Relationship Management, Social Media Evangelist, Presentation Expert, Crisis Communications, B2C, Social Media Marketing, Vendor Management, Strategic Partnerships, Customer Advocacy, Performance Analysis, Internal Communications, Analytics, Business Planning, Content Management, Customer Experience, Business Strategy, Management, SEO, Strategic Thinking, Strategy, CRM, Digital Marketing, Digital Strategy, Employee Benefits, Online Marketing, Integrated Marketing, Information Architecture, IT Service Management, SDLC, Segmentation, Social Media, Executive Management, Thought Leadership, Leadership, Business Analysis, Email Marketing, Web Analytics, Marketing, Marketing Strategy, Project Management
Education
University of Maryland College Park
Bachelor's Degree, Psychology, English, Cum Laude
Takoma Academy
High School, secondary
Bill Schwartz Bill Schwartz's Lehman Brothers Experience February 2004 - June 2006
Job at
Industry Financial Services
Experience
Deutsche Asset & Wealth Management October 2006 - Present
Lehman Brothers February 2004 - June 2006
A.G. Edwards September 2001 - February 2004
Education
University of Iowa - Henry B. Tippie College of Business 1997 — 2001
BBA, Finance
Deutsche Asset & Wealth Management October 2006 - Present
Lehman Brothers February 2004 - June 2006
A.G. Edwards September 2001 - February 2004
Education
University of Iowa - Henry B. Tippie College of Business 1997 — 2001
BBA, Finance
James Malick James Malick's Lehman Brothers Experience 2007 - 2008
Job Vice President of Supply at Texpo Energy
Industry Oil & Energy
Experience
Texpo Energy June 2015 - Present
Mega Energy, LLC October 2013 - June 2015
Bounce Energy January 2011 - October 2013
EDF Trading August 2007 - January 2011
Lehman Brothers 2007 - 2008
Direct Energy March 2006 - August 2007
The Energy Authority July 2005 - March 2006
ACES Power Marketing 2004 - 2005
APX February 2004 - August 2004
RWE Trading Americas March 2003 - December 2003
Skills
Commodity Markets, Energy, Energy Markets, Electricity Markets, Loan Origination, Financial Modeling, Hedging, Energy Industry, NERC, Natural Gas, Commodity, Proprietary Trading, Trading, Risk Management, Openlink, Options, Commodity Risk..., Financial Analysis, Renewable Energy, Derivatives, Performance Poetry, Gas, Power Generation
Education
University of Houston
BBA, Finance
Texpo Energy June 2015 - Present
Mega Energy, LLC October 2013 - June 2015
Bounce Energy January 2011 - October 2013
EDF Trading August 2007 - January 2011
Lehman Brothers 2007 - 2008
Direct Energy March 2006 - August 2007
The Energy Authority July 2005 - March 2006
ACES Power Marketing 2004 - 2005
APX February 2004 - August 2004
RWE Trading Americas March 2003 - December 2003
Skills
Commodity Markets, Energy, Energy Markets, Electricity Markets, Loan Origination, Financial Modeling, Hedging, Energy Industry, NERC, Natural Gas, Commodity, Proprietary Trading, Trading, Risk Management, Openlink, Options, Commodity Risk..., Financial Analysis, Renewable Energy, Derivatives, Performance Poetry, Gas, Power Generation
Education
University of Houston
BBA, Finance
John Manzella's Lehman Brothers Experience May 1995 - July 1997
Job Pricing Manager
Industry Food & Beverages
Experience
Avatar Corporation June 2011 - Present
Alcan Packaging October 2000 - January 2010
Northern Trust January 1998 - October 2000
Lehman Brothers May 1995 - July 1997
Skills
Pricing, Analysis, Business, Competitive Analysis, Market Analysis, Business Process..., Business Strategy, Financial Analysis, Risk Management, Strategic Planning, Negotiation, Operations Management, Strategy, Lotus Notes, Business Development, New Business Development, Manufacturing, Team Leadership, Forecasting, Pricing Strategy, Sales, Product Development, Analytics, Sales Management, Product Management
Education
University of Illinois at Chicago 1995 — 1997
MBA, International Business
University of Illinois at Chicago 1991 — 1994
Bachelor of Science (BS), Finance, General
Avatar Corporation June 2011 - Present
Alcan Packaging October 2000 - January 2010
Northern Trust January 1998 - October 2000
Lehman Brothers May 1995 - July 1997
Skills
Pricing, Analysis, Business, Competitive Analysis, Market Analysis, Business Process..., Business Strategy, Financial Analysis, Risk Management, Strategic Planning, Negotiation, Operations Management, Strategy, Lotus Notes, Business Development, New Business Development, Manufacturing, Team Leadership, Forecasting, Pricing Strategy, Sales, Product Development, Analytics, Sales Management, Product Management
Education
University of Illinois at Chicago 1995 — 1997
MBA, International Business
University of Illinois at Chicago 1991 — 1994
Bachelor of Science (BS), Finance, General
Eloy Yndigoyen's Lehman Brothers Experience September 2007 - November 2008
Job Director of Finance and Operations at Goodbites
Industry Financial Services
Experience
Goodbites September 2015 - Present
Envisage Advisors September 2014 - August 2015
JPMorgan Chase June 2014 - August 2014
California Cinema Investments, dba Cinepolis USA January 2012 - June 2014
Morgan Stanley Smith Barney November 2009 - August 2011
BNP Paribas November 2008 - November 2009
Lehman Brothers September 2007 - November 2008
Pinnacle Advisory Group September 2006 - May 2007
Smith Barney June 2006 - August 2006
Skills
Sales, Business Development, Operations, Personal Finance, Cash Flow Forecasting, Customer Relations, Yelp Client Service, Problem Solving, Purchasing Management, Account Management, Financial Analysis, Operating Budgets, Fundraising, Supplier Negotiation, Accounting, Financial Advisory, Microsoft Excel, MS Excel Pivot Tables, V Lookups, QuickBooks, Strategic Planning, Customer Service, Strategic Financial..., Portfolio Management, Leadership, Investments, Financial Markets, Management, Corporate Finance, Asset Allocation, Finance, Financial Modeling, Wealth Management, Financial Services, Purchase Management, Risk Management, Equities, Valuation, Banking, Emerging Markets, Time Management, Investment Banking, Bloomberg, Economics, ERP, Hyperion Planning, Private Equity, Capital Markets
Education
University of Southern California - Marshall School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Maryland - Robert H. Smith School of Business
B.S., International Business
Lynbrook High School
Goodbites September 2015 - Present
Envisage Advisors September 2014 - August 2015
JPMorgan Chase June 2014 - August 2014
California Cinema Investments, dba Cinepolis USA January 2012 - June 2014
Morgan Stanley Smith Barney November 2009 - August 2011
BNP Paribas November 2008 - November 2009
Lehman Brothers September 2007 - November 2008
Pinnacle Advisory Group September 2006 - May 2007
Smith Barney June 2006 - August 2006
Skills
Sales, Business Development, Operations, Personal Finance, Cash Flow Forecasting, Customer Relations, Yelp Client Service, Problem Solving, Purchasing Management, Account Management, Financial Analysis, Operating Budgets, Fundraising, Supplier Negotiation, Accounting, Financial Advisory, Microsoft Excel, MS Excel Pivot Tables, V Lookups, QuickBooks, Strategic Planning, Customer Service, Strategic Financial..., Portfolio Management, Leadership, Investments, Financial Markets, Management, Corporate Finance, Asset Allocation, Finance, Financial Modeling, Wealth Management, Financial Services, Purchase Management, Risk Management, Equities, Valuation, Banking, Emerging Markets, Time Management, Investment Banking, Bloomberg, Economics, ERP, Hyperion Planning, Private Equity, Capital Markets
Education
University of Southern California - Marshall School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Maryland - Robert H. Smith School of Business
B.S., International Business
Lynbrook High School
David Messineo David Messineo's Lehman Brothers Experience 2003 - 2005
Job Product Manager, Business Analyst & Ideation Coach | Business innovation through Cloud, Analytics & Mobile Applications
Industry Computer Software
Experience
Author: The Architecture of Change 2015 - Present
CA Technologies 2013 - 2015
CA Technologies 2011 - 2015
CA Technologies 2010 - 2013
CA Technologies 2005 - 2010
CTB Mc Graw Hill 1987 - 2006
Lehman Brothers 2003 - 2005
Tandy Radio Shack Limited 2001 - 2003
BMC Software 1999 - 2001
Oracle 1998 - 1999
Skills
Enterprise Architecture, ITIL, Enterprise Software, Solution Architecture, Cloud Computing, IT Strategy, Product Management, Professional Services, Requirements Analysis, Pre-sales, Agile Methodologies, IT Service Management, Service Management, Project Portfolio..., CRM, SaaS, Analytics, Business Analysis, Cross-functional Team..., Governance, Business Intelligence, Integration, Mentoring, Team Management, Management, ROI Justification, IT Management, Sales Enablement, Business Development, Leadership Development, Agile Project Management, Change Management, Software Project..., Engineering, Product Innovation, Data Center, Configuration Management, Virtualization, Virtual Teams, Marketing, Software Development, COBIT, CMDB, IT Operations, Data Mining, Machine Learning, Systems Management, Asset Managment, Mergers & Acquisitions, SOA
Education
University of Hartford
Bachelor’s Degree, Applied Mathematics
Author: The Architecture of Change 2015 - Present
CA Technologies 2013 - 2015
CA Technologies 2011 - 2015
CA Technologies 2010 - 2013
CA Technologies 2005 - 2010
CTB Mc Graw Hill 1987 - 2006
Lehman Brothers 2003 - 2005
Tandy Radio Shack Limited 2001 - 2003
BMC Software 1999 - 2001
Oracle 1998 - 1999
Skills
Enterprise Architecture, ITIL, Enterprise Software, Solution Architecture, Cloud Computing, IT Strategy, Product Management, Professional Services, Requirements Analysis, Pre-sales, Agile Methodologies, IT Service Management, Service Management, Project Portfolio..., CRM, SaaS, Analytics, Business Analysis, Cross-functional Team..., Governance, Business Intelligence, Integration, Mentoring, Team Management, Management, ROI Justification, IT Management, Sales Enablement, Business Development, Leadership Development, Agile Project Management, Change Management, Software Project..., Engineering, Product Innovation, Data Center, Configuration Management, Virtualization, Virtual Teams, Marketing, Software Development, COBIT, CMDB, IT Operations, Data Mining, Machine Learning, Systems Management, Asset Managment, Mergers & Acquisitions, SOA
Education
University of Hartford
Bachelor’s Degree, Applied Mathematics
Adam Blechman's Lehman Brothers Experience July 2008 - August 2008
Job Dermatology Resident at UVA Health System
Industry Hospital & Health Care
Experience
UVA Health System July 2014 - Present
Penn Medicine (University of Pennsylvania Health System) June 2013 - June 2014
Hillson Financial Management February 2008 - May 2009
Lehman Brothers July 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Training, Photoshop, Medicine
Education
University of Virginia School of Medicine 2009 — 2013
Doctor of Medicine (M.D.), Medicine
University of Maryland - Robert H. Smith School of Business 2005 — 2009
Bachelor of Science (B.S.), Finance
UVA Health System July 2014 - Present
Penn Medicine (University of Pennsylvania Health System) June 2013 - June 2014
Hillson Financial Management February 2008 - May 2009
Lehman Brothers July 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Training, Photoshop, Medicine
Education
University of Virginia School of Medicine 2009 — 2013
Doctor of Medicine (M.D.), Medicine
University of Maryland - Robert H. Smith School of Business 2005 — 2009
Bachelor of Science (B.S.), Finance
Chris Cavallo Chris Cavallo's Lehman Brothers Experience May 2008 - August 2008
Job Senior Consultant at FTI Consulting
Industry Construction
Experience
FTI Consulting April 2015 - Present
FTI Consulting May 2013 - April 2015
New York Design Architects August 2011 - May 2013
Nuko Inc. December 2010 - January 2011
The Jobin Organization June 2010 - August 2010
Lehman Brothers May 2008 - August 2008
Cavallo and Sons Mason Contractor May 2003 - May 2008
Skills
Revit, Photoshop, InDesign, Adobe Creative Suite, Architecture, Rendering, Microsoft Office, Model Making, AutoCAD, Illustrator, 3D visualization, Space-planning, PowerPoint, Interior Design, Microsoft Excel, SketchUp, Adobe Acrobat, Urban Planning, Primavera P6, Microsoft Access, Construction Management, Forensic Accounting, Construction Claims..., Architectures, Architectural Design
Education
University of Maryland College Park 2007 — 2011
Bachelor of Science in Architecture, Architecture, 3.2
Wayne Valley High School 2004 — 2007
Bergen Catholic High School 2003 — 2004
FTI Consulting April 2015 - Present
FTI Consulting May 2013 - April 2015
New York Design Architects August 2011 - May 2013
Nuko Inc. December 2010 - January 2011
The Jobin Organization June 2010 - August 2010
Lehman Brothers May 2008 - August 2008
Cavallo and Sons Mason Contractor May 2003 - May 2008
Skills
Revit, Photoshop, InDesign, Adobe Creative Suite, Architecture, Rendering, Microsoft Office, Model Making, AutoCAD, Illustrator, 3D visualization, Space-planning, PowerPoint, Interior Design, Microsoft Excel, SketchUp, Adobe Acrobat, Urban Planning, Primavera P6, Microsoft Access, Construction Management, Forensic Accounting, Construction Claims..., Architectures, Architectural Design
Education
University of Maryland College Park 2007 — 2011
Bachelor of Science in Architecture, Architecture, 3.2
Wayne Valley High School 2004 — 2007
Bergen Catholic High School 2003 — 2004
Daniel Janoff Daniel Janoff's Lehman Brothers Experience June 2006 - September 2008
Job Analyst
Industry Financial Services
Experience
Barclays Capital September 2008 - August 2011
Lehman Brothers June 2006 - September 2008
Lehman Brothers June 2005 - August 2005
Education
University of Maryland College Park 2002 — 2006
Bachelor of Science, Finance, with honors
Barclays Capital September 2008 - August 2011
Lehman Brothers June 2006 - September 2008
Lehman Brothers June 2005 - August 2005
Education
University of Maryland College Park 2002 — 2006
Bachelor of Science, Finance, with honors
George O'krepkie George O'krepkie's Lehman Brothers Experience January 1994 - January 1999
Job Chief Executive Officer at AX Trading Group, LLC
Industry Financial Services
Experience
AX Trading Group, LLC June 2015 - Present
Bonds.com January 2009 - December 2014
BTIG February 2009 - May 2010
MarketAxess January 1999 - September 2008
MarketAxess January 2001 - March 2005
TradingEdge January 1999 - January 2001
Lehman Brothers January 1994 - January 1999
Kidder Peabody 1991 - 1994
XEROX Corporation September 1989 - January 1991
Skills
Electronic Trading, Fixed Income, Trading, Credit Derivatives, Emerging Markets, High Yield, Market, Sales Management, Professional Services, Pricing Strategy, Globalization, Series 7, Capital Markets, Bloomberg, Securities, Financial Markets, Equities, Credit, Derivatives, Asset Management, Bonds, Alternative Investments, Investments, Wealth Management, Investment Banking, Mutual Funds, Portfolio Management, Trading Systems, Financial Services, Structured Products, Hedge Funds, CDS, Series 24, Series 63, Options, FINRA, Relationship Management, Start-ups, Private Equity, Valuation, Finance, ETFs, Equity Trading, Asset Allocation, Financial Structuring, Investor Relations, Corporate Finance, Mergers, Due Diligence, Venture Capital
Education
University of Maryland College Park 1984 — 1989
BS, Economics
AX Trading Group, LLC June 2015 - Present
Bonds.com January 2009 - December 2014
BTIG February 2009 - May 2010
MarketAxess January 1999 - September 2008
MarketAxess January 2001 - March 2005
TradingEdge January 1999 - January 2001
Lehman Brothers January 1994 - January 1999
Kidder Peabody 1991 - 1994
XEROX Corporation September 1989 - January 1991
Skills
Electronic Trading, Fixed Income, Trading, Credit Derivatives, Emerging Markets, High Yield, Market, Sales Management, Professional Services, Pricing Strategy, Globalization, Series 7, Capital Markets, Bloomberg, Securities, Financial Markets, Equities, Credit, Derivatives, Asset Management, Bonds, Alternative Investments, Investments, Wealth Management, Investment Banking, Mutual Funds, Portfolio Management, Trading Systems, Financial Services, Structured Products, Hedge Funds, CDS, Series 24, Series 63, Options, FINRA, Relationship Management, Start-ups, Private Equity, Valuation, Finance, ETFs, Equity Trading, Asset Allocation, Financial Structuring, Investor Relations, Corporate Finance, Mergers, Due Diligence, Venture Capital
Education
University of Maryland College Park 1984 — 1989
BS, Economics
Louis Portnoy Louis Portnoy's Lehman Brothers Experience August 1982 - March 1988
Job Senior Vice President/ Branch Manager at Ziegler
Industry Financial Services
Experience
Ziegler September 2012 - Present
RBC Wealth Management July 2008 - August 2012
Oppenheimer & Co. May 1994 - July 2008
Kidder Peabody August 1992 - July 1994
Bear Stearns March 1988 - August 1992
Lehman Brothers August 1982 - March 1988
Education
University of Illinois at Chicago 1973 — 1975
Bachelor of Science (BS), Finance, General
University of Washington 1971 — 1973
Ziegler September 2012 - Present
RBC Wealth Management July 2008 - August 2012
Oppenheimer & Co. May 1994 - July 2008
Kidder Peabody August 1992 - July 1994
Bear Stearns March 1988 - August 1992
Lehman Brothers August 1982 - March 1988
Education
University of Illinois at Chicago 1973 — 1975
Bachelor of Science (BS), Finance, General
University of Washington 1971 — 1973
Matthew Karp Matthew Karp's Lehman Brothers Experience February 2008 - September 2008
Job Chief Operating Officer at MMP Associates Inc.
Industry Marketing and Advertising
Experience
MMP Associates Inc. April 2010 - Present
Barclays Investment Bank September 2008 - April 2010
Lehman Brothers February 2008 - September 2008
Skills
Valuation, Social Media, Strategy, Financial Analysis, Financial Modeling, Investment Banking, Business Development, Social Media Marketing, Leadership, Analysis
Education
University of Maryland College Park 2004 — 2007
Bachelor of Science (B.S.), Finance, International Business, Magna Cum Laude
University of Maryland College Park
Finance and International Business
MMP Associates Inc. April 2010 - Present
Barclays Investment Bank September 2008 - April 2010
Lehman Brothers February 2008 - September 2008
Skills
Valuation, Social Media, Strategy, Financial Analysis, Financial Modeling, Investment Banking, Business Development, Social Media Marketing, Leadership, Analysis
Education
University of Maryland College Park 2004 — 2007
Bachelor of Science (B.S.), Finance, International Business, Magna Cum Laude
University of Maryland College Park
Finance and International Business
Anthony Kozlowski Anthony Kozlowski's Lehman Brothers Experience February 2005 - September 2007
Job President at K7 Aviation LLC
Industry Airlines/Aviation
Experience
K7 Aviation LLC September 2008 - Present
R3 Capital September 2007 - May 2008
Lehman Brothers February 2005 - September 2007
Skills
Aviation, Strategic Planning, Aircraft, Airlines, Team Building, Customer Service, Commercial Aviation, Flights, Aerospace, Negotiation, Contract Negotiation, Operations Management
Education
University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Finance, General
K7 Aviation LLC September 2008 - Present
R3 Capital September 2007 - May 2008
Lehman Brothers February 2005 - September 2007
Skills
Aviation, Strategic Planning, Aircraft, Airlines, Team Building, Customer Service, Commercial Aviation, Flights, Aerospace, Negotiation, Contract Negotiation, Operations Management
Education
University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Finance, General
Christopher Esposito's Lehman Brothers Experience 1990 - 1991
Job CEO / Director at Code 2 Action, Inc.
Industry Investment Management
Experience
Code 2 Action, Inc. September 2012 - Present
Invo Bioscience May 2008 - Present
Lionshare Ventures LLC December 2007 - Present
Barron Chase Securities April 1995 - April 1999
Joseph Charles and Associates 1997 - 1998
Bear Stearns June 1991 - December 1992
Lehman Brothers 1990 - 1991
Skills
Private Placements, Private Equity, Investor Relations, Reverse Mergers, Corporate Development, Funding, IPO, Investments, Mergers, Emerging Markets, Due Diligence, Joint Ventures, Corporate Finance, New Business Development, Valuation, Alternative Investments, Deal Sourcing, Capital Raising, Mergers & Acquisitions, Mobile Marketing
Education
University of Massachusetts Boston 1985 — 1989
bachelors, finance
Pope John XXIII HS 1980 — 1984
HS Diploma
Code 2 Action, Inc. September 2012 - Present
Invo Bioscience May 2008 - Present
Lionshare Ventures LLC December 2007 - Present
Barron Chase Securities April 1995 - April 1999
Joseph Charles and Associates 1997 - 1998
Bear Stearns June 1991 - December 1992
Lehman Brothers 1990 - 1991
Skills
Private Placements, Private Equity, Investor Relations, Reverse Mergers, Corporate Development, Funding, IPO, Investments, Mergers, Emerging Markets, Due Diligence, Joint Ventures, Corporate Finance, New Business Development, Valuation, Alternative Investments, Deal Sourcing, Capital Raising, Mergers & Acquisitions, Mobile Marketing
Education
University of Massachusetts Boston 1985 — 1989
bachelors, finance
Pope John XXIII HS 1980 — 1984
HS Diploma
David J. Moore, ABR,GRI, MRP, SRS David J. Moore, ABR,GRI, MRP, SRS's Lehman Brothers Experience April 1991 - August 1993
Job Innovative Realty Group
Industry Real Estate
Experience
National Association of Apartment Locators June 2011 - Present
Innovative Realty Group February 2008 - Present
DavidTheLocator February 2008 - Present
On Line Real Estate Solutions March 1999 - February 2008
Lehman Brothers April 1991 - August 1993
Clear Lake Charter Boats, Inc. February 1989 - June 1992
Skills
Real Estate, Investment Properties, Sellers, First Time Home Buyers, Investors, Relocation, Foreclosures, REO, Condos, Buyer Representation, New Home Sales, Apartments, Negotiation, Residential Homes, Sales, Referrals, Selling, Real Estate Transactions, Property, Listings, Townhomes, Buyers, Leases, Single Family Homes, ABR, Rentals, Short Sales, Investments, Real Property, Luxury, Property Management, National Association of..., FHA, Seniors, Commercial Real Estate, Brokerage, Real Estate Economics, HUD, Relocation Buyers, Move Up Buyers, Real Estate Financing, Resellers
Education
University of Houston-Clear Lake 1985 — 1991
B.S., Finance
National Association of Apartment Locators June 2011 - Present
Innovative Realty Group February 2008 - Present
DavidTheLocator February 2008 - Present
On Line Real Estate Solutions March 1999 - February 2008
Lehman Brothers April 1991 - August 1993
Clear Lake Charter Boats, Inc. February 1989 - June 1992
Skills
Real Estate, Investment Properties, Sellers, First Time Home Buyers, Investors, Relocation, Foreclosures, REO, Condos, Buyer Representation, New Home Sales, Apartments, Negotiation, Residential Homes, Sales, Referrals, Selling, Real Estate Transactions, Property, Listings, Townhomes, Buyers, Leases, Single Family Homes, ABR, Rentals, Short Sales, Investments, Real Property, Luxury, Property Management, National Association of..., FHA, Seniors, Commercial Real Estate, Brokerage, Real Estate Economics, HUD, Relocation Buyers, Move Up Buyers, Real Estate Financing, Resellers
Education
University of Houston-Clear Lake 1985 — 1991
B.S., Finance
Paul Nally's Lehman Brothers Experience April 2004 - September 2008
Job Principal at Bruscar Technologies LLC
Industry Financial Services
Experience
Bruscar Technologies LLC June 2015 - Present
Barclays September 2013 - June 2015
Barclays February 2010 - September 2013
Barclays Investment Bank September 2008 - February 2010
Lehman Brothers April 2004 - September 2008
Lehman Brothers July 1997 - April 2004
Lehman Brothers April 1994 - June 1997
Fujitsu 1990 - 1994
Skills
Project Delivery, Vendor Management, Architecture, IT Strategy, Unix, Capacity Management, Disaster Recovery, Data Center, Migration Projects, Decommissioning, Financial Services, Business Continuity, Cloud Computing, Investment Banking, Enterprise Architecture, ITIL, Storage Solutions, Architectures, SDLC, IT Management, Infrastructure, Trading Systems, Investment Advisory, SAN, Business Analysis, Equity Trading, Informatica, Exchange Connectivity, Investor Relations, Market Data, Solaris, IT Infrastructure..., Fixed Income
Education
University of Limerick 1986 — 1990
Batchelor of Engineering, Electrical and Electronics Engineering
Bruscar Technologies LLC June 2015 - Present
Barclays September 2013 - June 2015
Barclays February 2010 - September 2013
Barclays Investment Bank September 2008 - February 2010
Lehman Brothers April 2004 - September 2008
Lehman Brothers July 1997 - April 2004
Lehman Brothers April 1994 - June 1997
Fujitsu 1990 - 1994
Skills
Project Delivery, Vendor Management, Architecture, IT Strategy, Unix, Capacity Management, Disaster Recovery, Data Center, Migration Projects, Decommissioning, Financial Services, Business Continuity, Cloud Computing, Investment Banking, Enterprise Architecture, ITIL, Storage Solutions, Architectures, SDLC, IT Management, Infrastructure, Trading Systems, Investment Advisory, SAN, Business Analysis, Equity Trading, Informatica, Exchange Connectivity, Investor Relations, Market Data, Solaris, IT Infrastructure..., Fixed Income
Education
University of Limerick 1986 — 1990
Batchelor of Engineering, Electrical and Electronics Engineering
David Wieseneck's Lehman Brothers Experience June 2006 - August 2006
Job VP Finance at letgo
Industry Internet
Experience
Letgo May 2015 - Present
OLX November 2010 - May 2015
Price Waterhouse Coopers August 2008 - November 2010
Price Waterhouse Coopers June 2007 - August 2007
Lehman Brothers June 2006 - August 2006
The Lloyd Group June 2005 - August 2005
Skills
US GAAP, Financial Accounting, Accounting, CPA, NetSuite, Financial Statements, ERP, Financial Reporting, Audit, Quickbooks, Consolidation, Cash Flow, Variance Analysis, BambooHR, Expensify, Fixed Assets, Business Workflows, Financial Audits, GAAP, Revenue Recognition, Start-ups, Coupa, IFRS, Auditing, Assurance
Education
University of Maryland College Park 2004 — 2008
BS, Accounting
Letgo May 2015 - Present
OLX November 2010 - May 2015
Price Waterhouse Coopers August 2008 - November 2010
Price Waterhouse Coopers June 2007 - August 2007
Lehman Brothers June 2006 - August 2006
The Lloyd Group June 2005 - August 2005
Skills
US GAAP, Financial Accounting, Accounting, CPA, NetSuite, Financial Statements, ERP, Financial Reporting, Audit, Quickbooks, Consolidation, Cash Flow, Variance Analysis, BambooHR, Expensify, Fixed Assets, Business Workflows, Financial Audits, GAAP, Revenue Recognition, Start-ups, Coupa, IFRS, Auditing, Assurance
Education
University of Maryland College Park 2004 — 2008
BS, Accounting
James Mooney's Lehman Brothers Experience September 2005 - December 2006
Job
Industry Financial Services
Experience
E*TRADE Financial Corporation February 2014 - Present
UBS Financial Services December 2006 - February 2014
Lehman Brothers September 2005 - December 2006
EWM LLC June 2004 - August 2005
Benefits Group WorldWide July 2002 - April 2004
UBS Financial Services June 1997 - June 2002
UBS Financial Sercices August 1995 - June 1997
US Air Force July 1980 - October 1988
Skills
Employee Benefits, Equities, Deferred Compensation, Executive Pay, Management, Financial Services, Mergers & Acquisitions, Finance, Product Management, CRM, Series 7, Wealth Management, Investments, Financial Analysis, Securities, Risk Management, Performance Management, Human Resources, Vendor Management, Financial Modeling, PeopleSoft, Due Diligence, Talent Management, Asset Management, Succession Planning, Strategic Planning
Education
University of Maryland College Park 1984 — 1988
Bachelor of Science, Accounting
E*TRADE Financial Corporation February 2014 - Present
UBS Financial Services December 2006 - February 2014
Lehman Brothers September 2005 - December 2006
EWM LLC June 2004 - August 2005
Benefits Group WorldWide July 2002 - April 2004
UBS Financial Services June 1997 - June 2002
UBS Financial Sercices August 1995 - June 1997
US Air Force July 1980 - October 1988
Skills
Employee Benefits, Equities, Deferred Compensation, Executive Pay, Management, Financial Services, Mergers & Acquisitions, Finance, Product Management, CRM, Series 7, Wealth Management, Investments, Financial Analysis, Securities, Risk Management, Performance Management, Human Resources, Vendor Management, Financial Modeling, PeopleSoft, Due Diligence, Talent Management, Asset Management, Succession Planning, Strategic Planning
Education
University of Maryland College Park 1984 — 1988
Bachelor of Science, Accounting
Tommy Zhu's Lehman Brothers Experience July 2006 - September 2008
Job Global Equities Citadel Investment Group
Industry Investment Management
Experience
Citadel Investment Group May 2009 - Present
Barclays Capital September 2008 - May 2009
Lehman Brothers July 2006 - September 2008
Lehman Brothers June 2005 - August 2005
Hewlett-Packard September 2004 - April 2005
America Online June 2004 - August 2004
Skills
Financial Modeling, Equities, Capital Markets, Business Strategy, Prime Brokerage, Hedge Funds, Valuation, Investment Banking, Derivatives, Fixed Income, Equity Derivatives, Equity Research, Investments
Education
University of Maryland College Park 2002 — 2006
Dual BS, Computer Science, Finance
Citadel Investment Group May 2009 - Present
Barclays Capital September 2008 - May 2009
Lehman Brothers July 2006 - September 2008
Lehman Brothers June 2005 - August 2005
Hewlett-Packard September 2004 - April 2005
America Online June 2004 - August 2004
Skills
Financial Modeling, Equities, Capital Markets, Business Strategy, Prime Brokerage, Hedge Funds, Valuation, Investment Banking, Derivatives, Fixed Income, Equity Derivatives, Equity Research, Investments
Education
University of Maryland College Park 2002 — 2006
Dual BS, Computer Science, Finance
Husam Abu-Zaydeh's Lehman Brothers Experience November 2003 - September 2008
Job Senior Vice President
Industry Information Technology and Services
Experience
Bank of America May 2011 - Present
Citigroup September 2009 - April 2011
Barclays Capital September 2008 - September 2009
Lehman Brothers November 2003 - September 2008
Capitalthinking October 2000 - November 2003
Digital Channel Partners July 2000 - October 2000
Education
University of Iowa 1996 — 2000
BS, Electrical & Computer Engineering
Bank of America May 2011 - Present
Citigroup September 2009 - April 2011
Barclays Capital September 2008 - September 2009
Lehman Brothers November 2003 - September 2008
Capitalthinking October 2000 - November 2003
Digital Channel Partners July 2000 - October 2000
Education
University of Iowa 1996 — 2000
BS, Electrical & Computer Engineering
Elizabeth Boonin's Lehman Brothers Experience May 1997 - August 2003
Job Accountant, Financial Services Consultant
Industry Financial Services
Experience
Sound Accounting CPA December 2012 - Present
Merrill Lynch August 2003 - December 2011
Lehman Brothers May 1997 - August 2003
Merrill Lynch January 1995 - August 1997
Skills
Tax Accounting, Equity Derivatives, Equities, Prime Brokerage, Equity Swaps, Hedge Funds, Securities Lending, Trading Systems, Swaps, Electronic Trading, Alternative Investments, Derivatives, Program Management, Securities, Credit Derivatives, Asset Management, Back Office, Bloomberg, Bonds, ETFs, Equity Trading, Financial Markets, Financial Services, Foreign Exchange, Interest Rate..., Market Risk, Options, Portfolio Management, Strategic Financial..., Structured Products, Tax Advisory, Tax Preparation, QuickBooks, Mutual Funds, Investments, FX Options, Market Data, FINRA, Trading, Series 7
Education
University of Maryland College Park 1991 — 1995
Bachelor of Science (B.S.), Accounting
Fairleigh Dickinson University-College at Florham
Sound Accounting CPA December 2012 - Present
Merrill Lynch August 2003 - December 2011
Lehman Brothers May 1997 - August 2003
Merrill Lynch January 1995 - August 1997
Skills
Tax Accounting, Equity Derivatives, Equities, Prime Brokerage, Equity Swaps, Hedge Funds, Securities Lending, Trading Systems, Swaps, Electronic Trading, Alternative Investments, Derivatives, Program Management, Securities, Credit Derivatives, Asset Management, Back Office, Bloomberg, Bonds, ETFs, Equity Trading, Financial Markets, Financial Services, Foreign Exchange, Interest Rate..., Market Risk, Options, Portfolio Management, Strategic Financial..., Structured Products, Tax Advisory, Tax Preparation, QuickBooks, Mutual Funds, Investments, FX Options, Market Data, FINRA, Trading, Series 7
Education
University of Maryland College Park 1991 — 1995
Bachelor of Science (B.S.), Accounting
Fairleigh Dickinson University-College at Florham
Simon Claridge's Lehman Brothers Experience June 2003 - Present
Job Directo at UBS
Industry Investment Banking
Experience
Lehman Brothers June 2003 - Present
Education
University of Illinois at Urbana-Champaign 2005 — 2006
Lehman Brothers June 2003 - Present
Education
University of Illinois at Urbana-Champaign 2005 — 2006
Laurice Srichinda's Lehman Brothers Experience 2002 - 2007
Job VP of Servicing
Industry Financial Services
Experience
Fay Servicing August 2011 - Present
LNR Consultants, Inc. April 2009 - November 2011
InterBank Mortgage Company March 2008 - August 2009
Lehman Brothers 2002 - 2007
BNC Mortgage 2002 - 2007
Skills
Sales Management, Sales, Loans, Mortgage Lending, CRM, Strategy, Training, Loan Origination, Credit, Management, Analysis, Banking, Business Strategy, Negotiation, Sales Presentations, B2B, Mortgage Banking, Underwriting, Customer Service, Leadership, Financial Analysis, Residential Mortgages, Refinance, Finance
Education
University of Illinois at Chicago 1998 — 2003
Benet Academy 1993 — 1997
Fay Servicing August 2011 - Present
LNR Consultants, Inc. April 2009 - November 2011
InterBank Mortgage Company March 2008 - August 2009
Lehman Brothers 2002 - 2007
BNC Mortgage 2002 - 2007
Skills
Sales Management, Sales, Loans, Mortgage Lending, CRM, Strategy, Training, Loan Origination, Credit, Management, Analysis, Banking, Business Strategy, Negotiation, Sales Presentations, B2B, Mortgage Banking, Underwriting, Customer Service, Leadership, Financial Analysis, Residential Mortgages, Refinance, Finance
Education
University of Illinois at Chicago 1998 — 2003
Benet Academy 1993 — 1997
Shari Dreisiger's Lehman Brothers Experience March 2007 - September 2008
Job HR Generalist at Perella Weinberg Partners
Industry Human Resources
Experience
Perella Weinberg Partners August 2014 - Present
Barclays September 2008 - August 2014
Lehman Brothers March 2007 - September 2008
Mediacom August 2006 - March 2007
Linder and Associates 2001 - 2002
Skills
Human Resources, Talent Management, Performance Management, Employee Engagement, Diversity & Inclusion, Leadership Development, HRIS, Employee Relations, Compensation & Benefit
Education
University of Maryland College Park 2002 — 2006
Bachelors of Arts, Communication
Perella Weinberg Partners August 2014 - Present
Barclays September 2008 - August 2014
Lehman Brothers March 2007 - September 2008
Mediacom August 2006 - March 2007
Linder and Associates 2001 - 2002
Skills
Human Resources, Talent Management, Performance Management, Employee Engagement, Diversity & Inclusion, Leadership Development, HRIS, Employee Relations, Compensation & Benefit
Education
University of Maryland College Park 2002 — 2006
Bachelors of Arts, Communication
James Shao's Lehman Brothers Experience September 2007 - July 2009
Job Financial Services Professional
Industry Financial Services
Experience
Citigroup Global Markets August 2011 - Present
TrendTradingTips.com (website no longer available) December 2010 - June 2011
Lehman Brothers September 2007 - July 2009
YRC Worldwide January 2007 - January 2007
Skills
Financial Structuring, Valuation, Corporate Finance, Fixed Income, Product Control, Capital Markets, Hedge Funds, Financial Modeling, Portfolio Management, Asset Managment, Private Equity, Derivatives, MBS, ABS, CDO
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2007
Master of Science (MS), Finance
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
Bachelor, Finance
Citigroup Global Markets August 2011 - Present
TrendTradingTips.com (website no longer available) December 2010 - June 2011
Lehman Brothers September 2007 - July 2009
YRC Worldwide January 2007 - January 2007
Skills
Financial Structuring, Valuation, Corporate Finance, Fixed Income, Product Control, Capital Markets, Hedge Funds, Financial Modeling, Portfolio Management, Asset Managment, Private Equity, Derivatives, MBS, ABS, CDO
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2007
Master of Science (MS), Finance
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
Bachelor, Finance
Annee Kim's Lehman Brothers Experience 1993 - 1995
Job Managing Director at Axonic Capital LLC
Industry Financial Services
Experience
Axonic Capital LLC November 2013 - Present
KL2 Advisors July 2012 - October 2013
Realm Partners June 2010 - June 2012
Dune Capital Management 2007 - 2010
Strategic Value Partners 2004 - 2006
The Patrons Program 1996 - 2001
Lehman Brothers 1993 - 1995
Skills
Hedge Funds, Equities, Business Development, Valuation, Investments, Portfolio Management, Financial Modeling, Asset Management, Mergers & Acquisitions, Capital Markets, Investment Banking, Due Diligence, Bloomberg, Fixed Income, Derivatives, Fund Of Funds, Venture Capital, Financial Analysis, Management, Emerging Markets, High Yield, Private Equity
Education
University of Maryland College Park
Bachelor of Arts (BA), Economics
Axonic Capital LLC November 2013 - Present
KL2 Advisors July 2012 - October 2013
Realm Partners June 2010 - June 2012
Dune Capital Management 2007 - 2010
Strategic Value Partners 2004 - 2006
The Patrons Program 1996 - 2001
Lehman Brothers 1993 - 1995
Skills
Hedge Funds, Equities, Business Development, Valuation, Investments, Portfolio Management, Financial Modeling, Asset Management, Mergers & Acquisitions, Capital Markets, Investment Banking, Due Diligence, Bloomberg, Fixed Income, Derivatives, Fund Of Funds, Venture Capital, Financial Analysis, Management, Emerging Markets, High Yield, Private Equity
Education
University of Maryland College Park
Bachelor of Arts (BA), Economics
Ganesh Shankar's Lehman Brothers Experience March 2008 - November 2008
Job Consulting Partner
Industry Information Technology and Services
Experience
ThinkITRight March 2015 - Present
Markit Genpact KYC Services Ltd. August 2013 - February 2015
Genpact Headstrong Capital Markets 2008 - February 2015
Consultant@WellsFargo April 2012 - December 2013
Consulting@CME Group October 2010 - April 2012
Mizuho Securities Co., Ltd. January 2009 - January 2010
Lehman Brothers March 2008 - November 2008
HSBC Global Technology India 2005 - 2008
Professional Access, NYC 1997 - 2005
Wipro 1994 - 1997
Skills
SDLC, Java Enterprise Edition, Enterprise Architecture, Web Services, Websphere, EAI, Agile Methodologies, Global Delivery, Spring, Solution Architecture, Software Project..., Business Analysis, Data Warehousing, Requirements Analysis, Enterprise Software, Application Architecture, Integration, Requirements Gathering, Weblogic, IT Strategy
Education
Mct M Chettiar 1985 — 1985
High School
University of Madras
Masters
ThinkITRight March 2015 - Present
Markit Genpact KYC Services Ltd. August 2013 - February 2015
Genpact Headstrong Capital Markets 2008 - February 2015
Consultant@WellsFargo April 2012 - December 2013
Consulting@CME Group October 2010 - April 2012
Mizuho Securities Co., Ltd. January 2009 - January 2010
Lehman Brothers March 2008 - November 2008
HSBC Global Technology India 2005 - 2008
Professional Access, NYC 1997 - 2005
Wipro 1994 - 1997
Skills
SDLC, Java Enterprise Edition, Enterprise Architecture, Web Services, Websphere, EAI, Agile Methodologies, Global Delivery, Spring, Solution Architecture, Software Project..., Business Analysis, Data Warehousing, Requirements Analysis, Enterprise Software, Application Architecture, Integration, Requirements Gathering, Weblogic, IT Strategy
Education
Mct M Chettiar 1985 — 1985
High School
University of Madras
Masters
Zach Mazurek's Lehman Brothers Experience June 2006 - September 2008
Job Sales Manager Programmatic Media Companies at AppNexus
Industry Information Technology and Services
Experience
AppNexus April 2014 - Present
AppNexus August 2013 - April 2014
AppNexus January 2013 - August 2013
AppNexus September 2012 - December 2012
AppNexus December 2011 - September 2012
Barclays Capital April 2011 - January 2012
Barclays Capital September 2008 - April 2011
Lehman Brothers June 2006 - September 2008
Skills
Music, Excel, Direct Sales, Microsoft Excel, Trading, Analytics, Strategic Partnerships, Financial Modeling, Salesforce.com, Business Development, CRM, Fixed Income, Derivatives, Display Advertising
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2006
Bachelor of Science, Finance
AppNexus April 2014 - Present
AppNexus August 2013 - April 2014
AppNexus January 2013 - August 2013
AppNexus September 2012 - December 2012
AppNexus December 2011 - September 2012
Barclays Capital April 2011 - January 2012
Barclays Capital September 2008 - April 2011
Lehman Brothers June 2006 - September 2008
Skills
Music, Excel, Direct Sales, Microsoft Excel, Trading, Analytics, Strategic Partnerships, Financial Modeling, Salesforce.com, Business Development, CRM, Fixed Income, Derivatives, Display Advertising
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2006
Bachelor of Science, Finance
Alice Tran Suh's Lehman Brothers Experience June 2003 - August 2003
Job FirstNet
Industry Government Administration
Experience
U.S. Department of Commerce, FirstNet November 2013 - Present
Department of Treasury December 2010 - November 2013
Office of Management and Budget October 2009 - December 2010
Booz Allen Hamilton December 2007 - October 2009
Social Security Administration July 2004 - December 2007
Lehman Brothers June 2003 - August 2003
Paychex September 2002 - December 2002
Skills
Economics, Government, Policy Analysis, Public Policy, Financial Analysis, Financial Modeling, Data Analysis, Policy, Federal Government, Strategic Planning, Managerial Finance, Performance Measurement
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2007
MBA, Finance/Strategy
University of Rochester 2000 — 2004
BA, Economics
U.S. Department of Commerce, FirstNet November 2013 - Present
Department of Treasury December 2010 - November 2013
Office of Management and Budget October 2009 - December 2010
Booz Allen Hamilton December 2007 - October 2009
Social Security Administration July 2004 - December 2007
Lehman Brothers June 2003 - August 2003
Paychex September 2002 - December 2002
Skills
Economics, Government, Policy Analysis, Public Policy, Financial Analysis, Financial Modeling, Data Analysis, Policy, Federal Government, Strategic Planning, Managerial Finance, Performance Measurement
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2007
MBA, Finance/Strategy
University of Rochester 2000 — 2004
BA, Economics
Kim Savage's Lehman Brothers Experience September 1991 - 1995
Job Investor Relations Associate at $1B Hedge Fund
Industry Financial Services
Experience
$1B Hedge Fund December 2014 - Present
Artha Capital Management April 2007 - November 2014
UBS 1998 - 2000
Tucker Anthony 1995 - 1998
Lehman Brothers September 1991 - 1995
Skills
Hedge Funds, Equities, Alternative Investments, Asset Managment, Emerging Markets, Due Diligence
Education
University of Hartford 1987 — 1991
BSBA, Marketing
$1B Hedge Fund December 2014 - Present
Artha Capital Management April 2007 - November 2014
UBS 1998 - 2000
Tucker Anthony 1995 - 1998
Lehman Brothers September 1991 - 1995
Skills
Hedge Funds, Equities, Alternative Investments, Asset Managment, Emerging Markets, Due Diligence
Education
University of Hartford 1987 — 1991
BSBA, Marketing
Jeff Lefkowitz's Lehman Brothers Experience May 1986 - 1991
Job Loan Officer at MB Financial Bank
Industry Financial Services
Experience
AdvantEdge Healthcare Solutions September 2012 - February 2014
Succeed Labs July 2010 - August 2012
Foresight Equity Inc July 2000 - June 2010
European Community Capital March 1995 - 2000
Lehman Brothers May 1986 - 1991
Skills
Customer Service, Start-ups, Nutrition, Lead Generation, Healthcare, Strategic Planning, New Business Development, Wellness, Team Building, Marketing, Business Development, Leadership, Sales Management, Sales, Management, Social Media Marketing, Social Networking
Education
University of Maryland College Park 1981 — 1985
AdvantEdge Healthcare Solutions September 2012 - February 2014
Succeed Labs July 2010 - August 2012
Foresight Equity Inc July 2000 - June 2010
European Community Capital March 1995 - 2000
Lehman Brothers May 1986 - 1991
Skills
Customer Service, Start-ups, Nutrition, Lead Generation, Healthcare, Strategic Planning, New Business Development, Wellness, Team Building, Marketing, Business Development, Leadership, Sales Management, Sales, Management, Social Media Marketing, Social Networking
Education
University of Maryland College Park 1981 — 1985
Rob Branthover's Lehman Brothers Experience June 2003 - September 2004
Job Managing Director Mortgage Industry Advisory Corporation
Industry Financial Services
Experience
Mortgage Industry Advisory Company September 2004 - Present
Lehman Brothers June 2003 - September 2004
Chase Home Finance January 1998 - June 2003
JPMorgan: Chase Home Finance 1998 - 2003
The Chase Manhattan Bank September 1989 - July 1998
JPMorgan Chase 1989 - 1997
Skills
Credit, Fixed Income, Mortgage Lending, Investment Banking, Securities, Secondary Market, Mortgage Banking, Residential Mortgages, Portfolio Management, ALM, MBS, Treasury, Banking, Risk Management, Loans, Securitization, Valuation, Capital Markets, Asset Management, Business Analysis, Derivatives, Credit Analysis, Investments, Loan Origination, Credit Risk, Structured Finance, Equities, Trading, Financial Modeling, Quantitative Finance, Bloomberg, Financial Structuring, Bonds
Education
University of Maryland College Park 1983 — 1987
BS, Finance
C.W. Woodward High School 1979 — 1982
Mortgage Industry Advisory Company September 2004 - Present
Lehman Brothers June 2003 - September 2004
Chase Home Finance January 1998 - June 2003
JPMorgan: Chase Home Finance 1998 - 2003
The Chase Manhattan Bank September 1989 - July 1998
JPMorgan Chase 1989 - 1997
Skills
Credit, Fixed Income, Mortgage Lending, Investment Banking, Securities, Secondary Market, Mortgage Banking, Residential Mortgages, Portfolio Management, ALM, MBS, Treasury, Banking, Risk Management, Loans, Securitization, Valuation, Capital Markets, Asset Management, Business Analysis, Derivatives, Credit Analysis, Investments, Loan Origination, Credit Risk, Structured Finance, Equities, Trading, Financial Modeling, Quantitative Finance, Bloomberg, Financial Structuring, Bonds
Education
University of Maryland College Park 1983 — 1987
BS, Finance
C.W. Woodward High School 1979 — 1982
Rakhee Nevatia's Lehman Brothers Experience February 2001 - November 2003
Job Senior Analyst, Infrastructure, NYU
Industry Computer Software
Experience
Citi March 2011 - Present
Lloyds Banking Group September 2013 - December 2013
CLS Group. February 2013 - September 2013
Covance, Inc. May 2010 - February 2011
Merck &Co, Infrastructure Operations Continuity Compliance & Measures March 2009 - March 2010
Pfizer October 2007 - December 2008
EBS Solutions (ICAP) May 2007 - September 2007
Merck & Co, Inc. September 2006 - April 2007
EZ Funding Solutions, NRI India Services December 2003 - September 2006
Lehman Brothers February 2001 - November 2003
Skills
Visio, SDLC, SharePoint, Business Analysis, MS Project, Software Documentation, Project Management, Business Process..., Management, Technical Writing, Quality Assurance, Vendor Management, PMO
Education
University of Madras
BA, English
Citi March 2011 - Present
Lloyds Banking Group September 2013 - December 2013
CLS Group. February 2013 - September 2013
Covance, Inc. May 2010 - February 2011
Merck &Co, Infrastructure Operations Continuity Compliance & Measures March 2009 - March 2010
Pfizer October 2007 - December 2008
EBS Solutions (ICAP) May 2007 - September 2007
Merck & Co, Inc. September 2006 - April 2007
EZ Funding Solutions, NRI India Services December 2003 - September 2006
Lehman Brothers February 2001 - November 2003
Skills
Visio, SDLC, SharePoint, Business Analysis, MS Project, Software Documentation, Project Management, Business Process..., Management, Technical Writing, Quality Assurance, Vendor Management, PMO
Education
University of Madras
BA, English
Miguel I. Leonardo's Lehman Brothers Experience July 2006 - September 2006
Job Strategy, Finance, and Investments Professional
Industry Financial Services
Experience
The Heritage Foundation March 2014 - Present
Morgan Stanley May 2012 - March 2014
Youth Leadership Foundation August 2009 - May 2012
Lehman Brothers / Barclays Capital July 2007 - July 2009
Lehman Brothers July 2006 - September 2006
Morgan Stanley January 2006 - June 2006
Navigator Capital Partners, LP January 2004 - January 2005
Education
New York University - Leonard N. Stern School of Business 2003 — 2007
Bachelor of Science
University of London 2005 — 2005
The Heritage Foundation March 2014 - Present
Morgan Stanley May 2012 - March 2014
Youth Leadership Foundation August 2009 - May 2012
Lehman Brothers / Barclays Capital July 2007 - July 2009
Lehman Brothers July 2006 - September 2006
Morgan Stanley January 2006 - June 2006
Navigator Capital Partners, LP January 2004 - January 2005
Education
New York University - Leonard N. Stern School of Business 2003 — 2007
Bachelor of Science
University of London 2005 — 2005
Anne (Carlborg) Edwards's Lehman Brothers Experience May 2004 - May 2006
Job Portfolio Analyst at Lehman Brothers
Industry Investment Management
Experience
Lehman Brothers Asset Management May 2006 - Present
Lehman Brothers May 2004 - May 2006
Bear Stearns March 2001 - May 2004
Education
University of Illinois at Urbana-Champaign 1995 — 2000
Lehman Brothers Asset Management May 2006 - Present
Lehman Brothers May 2004 - May 2006
Bear Stearns March 2001 - May 2004
Education
University of Illinois at Urbana-Champaign 1995 — 2000
Allen Briskin's Lehman Brothers Experience February 1996 - February 1998
Job Senior VP, Risk Analyst Sr Specialist at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America January 2011 - Present
Credit Suisse March 1998 - December 2010
Lehman Brothers February 1996 - February 1998
Skills
Equity Trading, Investment Banking, Options, Enterprise Architecture, CDS, Electronic Trading, Software Project..., Bloomberg, Data Warehousing, Unix Shell Scripting, Prime Brokerage, Sybase, Database Design, Derivatives, Investments, Program Management, FX Options, XML, Back Office, Agile Methodologies, Management, Financial Markets, Credit Risk, Valuation, Performance Tuning, SDLC, Credit Derivatives, Team Management, Trading Systems, Project Management, VBA, Equity Derivatives, Hedge Funds, Credit, Business Intelligence, Commodity, Financial Modeling, Requirements Analysis, Market Data, SQL, Banking, Portfolio Management, Recruiting, Capital Markets, Private Equity, Swaps, Structured Finance, Bonds, Financial Risk, Team Leadership
Education
University of Maryland College Park 1993 — 1995
Bachelor's degree, Computer Science
Bank of America January 2011 - Present
Credit Suisse March 1998 - December 2010
Lehman Brothers February 1996 - February 1998
Skills
Equity Trading, Investment Banking, Options, Enterprise Architecture, CDS, Electronic Trading, Software Project..., Bloomberg, Data Warehousing, Unix Shell Scripting, Prime Brokerage, Sybase, Database Design, Derivatives, Investments, Program Management, FX Options, XML, Back Office, Agile Methodologies, Management, Financial Markets, Credit Risk, Valuation, Performance Tuning, SDLC, Credit Derivatives, Team Management, Trading Systems, Project Management, VBA, Equity Derivatives, Hedge Funds, Credit, Business Intelligence, Commodity, Financial Modeling, Requirements Analysis, Market Data, SQL, Banking, Portfolio Management, Recruiting, Capital Markets, Private Equity, Swaps, Structured Finance, Bonds, Financial Risk, Team Leadership
Education
University of Maryland College Park 1993 — 1995
Bachelor's degree, Computer Science
Tony Morris's Lehman Brothers Experience 1994 - March 1998
Job Managing Director, Global Head, Core Engineering at Deutsche Bank
Industry Information Technology and Services
Experience
Deutsche Bank November 2013 - Present
Deutsche Bank July 2012 - November 2013
Deutsche Bank February 2008 - July 2012
Deutsche Bank March 2002 - February 2008
Deutsche Bank March 1998 - February 2002
Lehman Brothers 1994 - March 1998
LogicaCMG September 1988 - March 1994
Ferranti Technologies 1984 - 1988
Skills
Investment Banking, Low Latency, IT Strategy, Offshoring, Enterprise Architecture, Risk Management, Financial Services, Governance, Program Management, Technical Leadership, Project Delivery, Citrix, VDI, Outsourcing, Vendor Management, PMO, Software Project..., Infrastructure, ITIL, Business Transformation, IT Management, Market Data, Disaster Recovery, Trading Systems, IT Outsourcing, SDLC, Data Center, Equity Derivatives, IT Service Management, PRINCE2, Technical Architecture, Integration, Business Continuity, Project Portfolio..., Electronic Trading, Reference Data, Prime Brokerage, Stakeholder Management, Solution Architecture, Market Risk, IT Transformation
Education
University of Leeds 1984 — 1988
Bachelor of Science (BSc), Computational Science
Deutsche Bank November 2013 - Present
Deutsche Bank July 2012 - November 2013
Deutsche Bank February 2008 - July 2012
Deutsche Bank March 2002 - February 2008
Deutsche Bank March 1998 - February 2002
Lehman Brothers 1994 - March 1998
LogicaCMG September 1988 - March 1994
Ferranti Technologies 1984 - 1988
Skills
Investment Banking, Low Latency, IT Strategy, Offshoring, Enterprise Architecture, Risk Management, Financial Services, Governance, Program Management, Technical Leadership, Project Delivery, Citrix, VDI, Outsourcing, Vendor Management, PMO, Software Project..., Infrastructure, ITIL, Business Transformation, IT Management, Market Data, Disaster Recovery, Trading Systems, IT Outsourcing, SDLC, Data Center, Equity Derivatives, IT Service Management, PRINCE2, Technical Architecture, Integration, Business Continuity, Project Portfolio..., Electronic Trading, Reference Data, Prime Brokerage, Stakeholder Management, Solution Architecture, Market Risk, IT Transformation
Education
University of Leeds 1984 — 1988
Bachelor of Science (BSc), Computational Science
Sean Dwyer's Lehman Brothers Experience May 2006 - August 2006
Job Director, Corporate Development at WestRock Company
Industry Packaging and Containers
Experience
WestRock Company July 2015 - Present
Trinity Combine March 2014 - Present
Rock-Tenn Company April 2014 - July 2015
EVE Partners LLC June 2010 - April 2014
Investure August 2009 - June 2010
Edgeview Partners June 2007 - June 2009
Lehman Brothers May 2006 - August 2006
Skills
Valuation, Private Equity, Equities, Hedge Funds, Portfolio Management, Financial Modeling, Bloomberg, Investments, Mergers & Acquisitions, Emerging Markets, Fixed Income, Investment Strategies, Investment Banking, Due Diligence, Corporate Finance, Financial Analysis, M&A experience, LBO, Asset Allocation, Mutual Funds
Education
University of Georgia - Terry College of Business
BBA, Finance
WestRock Company July 2015 - Present
Trinity Combine March 2014 - Present
Rock-Tenn Company April 2014 - July 2015
EVE Partners LLC June 2010 - April 2014
Investure August 2009 - June 2010
Edgeview Partners June 2007 - June 2009
Lehman Brothers May 2006 - August 2006
Skills
Valuation, Private Equity, Equities, Hedge Funds, Portfolio Management, Financial Modeling, Bloomberg, Investments, Mergers & Acquisitions, Emerging Markets, Fixed Income, Investment Strategies, Investment Banking, Due Diligence, Corporate Finance, Financial Analysis, M&A experience, LBO, Asset Allocation, Mutual Funds
Education
University of Georgia - Terry College of Business
BBA, Finance
Scott Karl's Lehman Brothers Experience April 2006 - October 2007
Job Partner, Platinum Wealth Partners
Industry Financial Services
Experience
RJL Wealth Management, LLC September 2011 - September 2015
Spotlight Sports October 2009 - September 2011
Major League Lessons October 2008 - September 2011
Topline Capital, LLC October 2007 - December 2008
Lehman Brothers April 2006 - October 2007
EquiFirst February 2005 - April 2006
Major League Baseball April 1995 - July 2001
Skills
Asset Management, Trading, Business Development, Investments, Mortgage Lending, Due Diligence, Coaching, Risk Management, Portfolio Management, New Business Development, Negotiation, Asset Managment, Strategic Planning, Financial Analysis, Wealth Management, Loans
Education
University of Hawaii - Shidler College of Business 1989 — 1992
Accounting
RJL Wealth Management, LLC September 2011 - September 2015
Spotlight Sports October 2009 - September 2011
Major League Lessons October 2008 - September 2011
Topline Capital, LLC October 2007 - December 2008
Lehman Brothers April 2006 - October 2007
EquiFirst February 2005 - April 2006
Major League Baseball April 1995 - July 2001
Skills
Asset Management, Trading, Business Development, Investments, Mortgage Lending, Due Diligence, Coaching, Risk Management, Portfolio Management, New Business Development, Negotiation, Asset Managment, Strategic Planning, Financial Analysis, Wealth Management, Loans
Education
University of Hawaii - Shidler College of Business 1989 — 1992
Accounting
Justin Runager's Lehman Brothers Experience July 2008 - September 2008
Job Credit Suisse Securities (USA)
Industry Financial Services
Experience
Credit Suisse July 2011 - Present
Credit Suisse September 2008 - June 2011
Lehman Brothers July 2008 - September 2008
Education
University of Georgia - Terry College of Business 2009 — 2011
MBA
University of South Carolina - Darla Moore School of Business 2004 — 2008
BS, Corporate Finance
Credit Suisse July 2011 - Present
Credit Suisse September 2008 - June 2011
Lehman Brothers July 2008 - September 2008
Education
University of Georgia - Terry College of Business 2009 — 2011
MBA
University of South Carolina - Darla Moore School of Business 2004 — 2008
BS, Corporate Finance
Christopher Perdikoylis's Lehman Brothers Experience 2006 - 2008
Job Vice President at Citigroup
Industry Financial Services
Experience
Citi August 2013 - Present
Neuberger Berman November 2008 - August 2013
Lehman Brothers 2006 - 2008
UBS 2003 - 2006
Skills
Asset Management, Series 7, Securities, Series 63, Equities, Investment Advisory, Mutual Funds, Fixed Income, Investment Management, AML, Uniform Combined State..., Financial Services, Investments, Series 10, Series 9, Series 65, Regulatory Examinations, Code of Ethics, FINRA, SEC filings, Equity Trading, Asset Managment, Trading Systems, Brokerage, Bloomberg, Surveillance, Options, Structured Products, Private Equity, KYC, Wealth Management, Securities Regulation, Separately Managed..., ERISA, Alternative Investments, Anti Money Laundering
Education
Mary Washington College 1999 — 2003
B.S., Business Administration
Citi August 2013 - Present
Neuberger Berman November 2008 - August 2013
Lehman Brothers 2006 - 2008
UBS 2003 - 2006
Skills
Asset Management, Series 7, Securities, Series 63, Equities, Investment Advisory, Mutual Funds, Fixed Income, Investment Management, AML, Uniform Combined State..., Financial Services, Investments, Series 10, Series 9, Series 65, Regulatory Examinations, Code of Ethics, FINRA, SEC filings, Equity Trading, Asset Managment, Trading Systems, Brokerage, Bloomberg, Surveillance, Options, Structured Products, Private Equity, KYC, Wealth Management, Securities Regulation, Separately Managed..., ERISA, Alternative Investments, Anti Money Laundering
Education
Mary Washington College 1999 — 2003
B.S., Business Administration
Sara Shade's Lehman Brothers Experience Lehman Brothers BankLehman Brothers Bank2004 - Present
Job Systems Analyst, AVP at Lehman Brothers
Industry Financial Services
Experience
Lehman Brothers Lehman Brothers BankLehman Brothers Bank2004 - Present
Aurora Loan Services 2003 - Present
Lehman Brothers / Aurora Loan Services - Available 2003 - Present
Education
University of Iowa - Henry B. Tippie College of Business 1993 — 1998
Lehman Brothers Lehman Brothers BankLehman Brothers Bank2004 - Present
Aurora Loan Services 2003 - Present
Lehman Brothers / Aurora Loan Services - Available 2003 - Present
Education
University of Iowa - Henry B. Tippie College of Business 1993 — 1998
Gillian Gilbert's Lehman Brothers Experience 1996 - 1998
Job Vice President at Allegis Group Services
Industry Human Resources
Experience
Allegis Group Services November 2010 - Present
Macquarie Group 2009 - 2010
Macquarie Group 2007 - 2009
Royal Bank of Scotland 2006 - 2007
Royal Bank of Scotland 2003 - 2006
Royal Bank of Scotland 2001 - 2003
Credit Suisse First Boston 1999 - 2001
Lehman Brothers 1996 - 1998
Skills
Talent Management, Talent Acquisition, Employee Engagement, Recruiting, Staffing Services, Human Capital
Education
University of Leeds 1985 — 1988
B.A. Linguistics & Phonetics
Allegis Group Services November 2010 - Present
Macquarie Group 2009 - 2010
Macquarie Group 2007 - 2009
Royal Bank of Scotland 2006 - 2007
Royal Bank of Scotland 2003 - 2006
Royal Bank of Scotland 2001 - 2003
Credit Suisse First Boston 1999 - 2001
Lehman Brothers 1996 - 1998
Skills
Talent Management, Talent Acquisition, Employee Engagement, Recruiting, Staffing Services, Human Capital
Education
University of Leeds 1985 — 1988
B.A. Linguistics & Phonetics
Marina Chudnovsky's Lehman Brothers Experience August 2006 - September 2008
Job Nomura Securities
Industry Financial Services
Experience
Nomura Securities February 2009 - Present
Barclays Capital September 2008 - February 2009
Lehman Brothers August 2006 - September 2008
Skills
Swaps, Fixed Income, Bloomberg, Equity Trading, Middle Office, Series 7, Equities, Hedge Funds, Electronic Trading, Series 63, Capital Markets, Trading Systems, Emerging Markets, Trading Strategies, Bloomberg Terminal, Equity Research, Operational Risk..., Investment Management, Finance, International Sales, Financial Services, Financial Markets, Trading, Derivatives, Options, Investor Relations
Education
University of Maryland College Park 2002 — 2006
BS, Finance and Marketing
Nomura Securities February 2009 - Present
Barclays Capital September 2008 - February 2009
Lehman Brothers August 2006 - September 2008
Skills
Swaps, Fixed Income, Bloomberg, Equity Trading, Middle Office, Series 7, Equities, Hedge Funds, Electronic Trading, Series 63, Capital Markets, Trading Systems, Emerging Markets, Trading Strategies, Bloomberg Terminal, Equity Research, Operational Risk..., Investment Management, Finance, International Sales, Financial Services, Financial Markets, Trading, Derivatives, Options, Investor Relations
Education
University of Maryland College Park 2002 — 2006
BS, Finance and Marketing
Andrew Muren's Lehman Brothers Experience September 2005 - August 2008
Job Associate Director, Systems Engineering at Eze Software Group / RealTick EMS
Industry Financial Services
Experience
Eze Software Group April 2013 - Present
Convergex December 2010 - April 2013
Barclays August 2008 - December 2010
Lehman Brothers September 2005 - August 2008
Townsend Analytics, Ltd. April 2004 - September 2005
Townsend Analytics, Ltd. September 2002 - April 2004
Skills
Trading Systems, Electronic Trading, Low Latency, Market Data, Options, Financial Markets, Equities, Trading
Education
University of Illinois at Urbana-Champaign - College of Business 1997 — 2001
Bachelor of Science in Business Administration, Management Information Systems
Eze Software Group April 2013 - Present
Convergex December 2010 - April 2013
Barclays August 2008 - December 2010
Lehman Brothers September 2005 - August 2008
Townsend Analytics, Ltd. April 2004 - September 2005
Townsend Analytics, Ltd. September 2002 - April 2004
Skills
Trading Systems, Electronic Trading, Low Latency, Market Data, Options, Financial Markets, Equities, Trading
Education
University of Illinois at Urbana-Champaign - College of Business 1997 — 2001
Bachelor of Science in Business Administration, Management Information Systems
Megan Sclafani's Lehman Brothers Experience September 2005 - September 2008
Job Partner at Summit Trail Advisors
Industry Investment Management
Experience
Barclays September 2008 - October 2015
Lehman Brothers September 2005 - September 2008
UBS September 2004 - September 2005
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance and Global Business
University of Maryland - Robert H. Smith School of Business 2000 — 2004
Marketing and International Business, Business
Darien High School 1996 — 2000
Barclays September 2008 - October 2015
Lehman Brothers September 2005 - September 2008
UBS September 2004 - September 2005
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance and Global Business
University of Maryland - Robert H. Smith School of Business 2000 — 2004
Marketing and International Business, Business
Darien High School 1996 — 2000
Jamie (Castle) Goldstein's Lehman Brothers Experience September 2008 - September 2009
Job Institutional Equity Sales at Barclays
Industry Financial Services
Experience
Barclays Capital January 2011 - Present
Barclays Capital September 2009 - December 2010
Lehman Brothers September 2008 - September 2009
Merrill Lynch June 2007 - August 2007
Skills
Equities, Bloomberg, Series 7, Series 63, Private Equity
Education
University of Maryland College Park 2003 — 2007
BS, Finance
Jericho High School 1999 — 2003
Barclays Capital January 2011 - Present
Barclays Capital September 2009 - December 2010
Lehman Brothers September 2008 - September 2009
Merrill Lynch June 2007 - August 2007
Skills
Equities, Bloomberg, Series 7, Series 63, Private Equity
Education
University of Maryland College Park 2003 — 2007
BS, Finance
Jericho High School 1999 — 2003
Amanda Mahoski's Lehman Brothers Experience May 2006 - July 2006
Job Senior Equity Analyst at BlueCrest Capital Management, LLP
Industry Financial Services
Experience
BlueCrest Capital Management, LLP December 2013 - Present
Balyasny Asset Management July 2009 - November 2013
Barclays Capital July 2007 - June 2009
Lehman Brothers May 2006 - July 2006
University of Iowa Krause Fund January 2006 - May 2006
Merrill Lynch May 2005 - August 2005
Skills
Hedge Funds, Investments, Equities, Equity Research, Financial Modeling, Capital Markets, Bloomberg, Finance, Valuation, Investment Banking, Fixed Income, Alternative Investments, Corporate Finance
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
BA, Finance
BlueCrest Capital Management, LLP December 2013 - Present
Balyasny Asset Management July 2009 - November 2013
Barclays Capital July 2007 - June 2009
Lehman Brothers May 2006 - July 2006
University of Iowa Krause Fund January 2006 - May 2006
Merrill Lynch May 2005 - August 2005
Skills
Hedge Funds, Investments, Equities, Equity Research, Financial Modeling, Capital Markets, Bloomberg, Finance, Valuation, Investment Banking, Fixed Income, Alternative Investments, Corporate Finance
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
BA, Finance
Albert Hsu, MBA's Lehman Brothers Experience June 2007 - August 2007
Job Strategy Consultant at EY
Industry Management Consulting
Experience
EY June 2014 - August 2014
Fuisz Interactive Media January 2014 - May 2014
Comerica Bank - Technology & Life Sciences Division August 2008 - June 2013
Lehman Brothers June 2007 - August 2007
Skills
Forecasting, Financial Analysis, Auditing, Microsoft Excel, Accounting, Due Diligence, Financial Reporting, Finance, Financial Modeling
Education
University of Southern California 2013 — 2015
Master of Business Administration (M.B.A.)
University of Maryland College Park 2004 — 2008
Bachelor of Science, Finance and Accounting
Holmdel High School
EY June 2014 - August 2014
Fuisz Interactive Media January 2014 - May 2014
Comerica Bank - Technology & Life Sciences Division August 2008 - June 2013
Lehman Brothers June 2007 - August 2007
Skills
Forecasting, Financial Analysis, Auditing, Microsoft Excel, Accounting, Due Diligence, Financial Reporting, Finance, Financial Modeling
Education
University of Southern California 2013 — 2015
Master of Business Administration (M.B.A.)
University of Maryland College Park 2004 — 2008
Bachelor of Science, Finance and Accounting
Holmdel High School
Jennifer Dorr's Lehman Brothers Experience March 1999 - July 2002
Job Vice President, Compliance at First Home Mortgage
Industry Financial Services
Experience
First Home Mortgage December 2009 - Present
1st Metropolitan Mortgage May 2008 - January 2010
CITYWIDE MORTGAGE CORPORATION July 2002 - May 2008
Lehman Brothers March 1999 - July 2002
Skills
Spanish, Compliance, Mortgage Banking, Mortgage, Mortgage Lending, Residential Mortgages, Mortgage Industry, Loans, Refinance, Finance, Credit, Financial Analysis, Underwriting, Investment Properties, FHA, Financial Services, Management, Mortgage Underwriting, Loan Origination
Education
Alliant International University - Mexico City 1997 — 1998
Masters, International Business
University of Maryland Baltimore County 1991 — 1996
BA, Modern Languages & Linguistics - Spanish
First Home Mortgage December 2009 - Present
1st Metropolitan Mortgage May 2008 - January 2010
CITYWIDE MORTGAGE CORPORATION July 2002 - May 2008
Lehman Brothers March 1999 - July 2002
Skills
Spanish, Compliance, Mortgage Banking, Mortgage, Mortgage Lending, Residential Mortgages, Mortgage Industry, Loans, Refinance, Finance, Credit, Financial Analysis, Underwriting, Investment Properties, FHA, Financial Services, Management, Mortgage Underwriting, Loan Origination
Education
Alliant International University - Mexico City 1997 — 1998
Masters, International Business
University of Maryland Baltimore County 1991 — 1996
BA, Modern Languages & Linguistics - Spanish
Jason Marlovits's Lehman Brothers Experience February 1998 - August 2007
Job Manager at GlobeOp Financial Services
Industry Financial Services
Experience
SS&C GlobeOp September 2007 - Present
Lehman Brothers February 1998 - August 2007
Education
University of Hartford 1994 — 1997
Bachelor of Science (B.S.), Economics and Finance
SS&C GlobeOp September 2007 - Present
Lehman Brothers February 1998 - August 2007
Education
University of Hartford 1994 — 1997
Bachelor of Science (B.S.), Economics and Finance
Chris Prouty's Lehman Brothers Experience 2005 - 2008
Job Financial Services IT Manager
Industry Information Technology and Services
Experience
YJT Solutions 2009 - 2010
Lehman Brothers 2005 - 2008
Townsend Analytics 1999 - 2005
Terra Nova Trading, LLC. 1996 - 1998
Education
University of Illinois at Urbana-Champaign
YJT Solutions 2009 - 2010
Lehman Brothers 2005 - 2008
Townsend Analytics 1999 - 2005
Terra Nova Trading, LLC. 1996 - 1998
Education
University of Illinois at Urbana-Champaign
Carol Metz's Lehman Brothers Experience May 2002 - April 2008
Job HR Generalist at Guggenheim Investments
Industry Investment Management
Experience
Retired October 2013 - Present
Guggenheim Investments September 2010 - September 2013
Scientific Voice January 2010 - May 2010
IRI August 2009 - October 2009
Integrys Energy Group August 2008 - December 2008
Lehman Brothers May 2002 - April 2008
Lehman Brothers January 2001 - May 2002
Avenew.com May 2000 - January 2001
Tyco International December 1995 - March 2000
Tyco International August 1994 - December 1995
Skills
Human Resources, Employee Relations, Recruiting, Management, Employee Benefits, Onboarding, Talent Acquisition, HRIS, PeopleSoft, Talent Management, Applicant Tracking..., Benefits Administration, Outlook, College Recruiting, Microsoft Excel, Process Improvement, Policy, Strategic Planning, Employee Engagement, Personnel Management
Education
University of Illinois at Urbana-Champaign 1970 — 1972
B.A., German
Retired October 2013 - Present
Guggenheim Investments September 2010 - September 2013
Scientific Voice January 2010 - May 2010
IRI August 2009 - October 2009
Integrys Energy Group August 2008 - December 2008
Lehman Brothers May 2002 - April 2008
Lehman Brothers January 2001 - May 2002
Avenew.com May 2000 - January 2001
Tyco International December 1995 - March 2000
Tyco International August 1994 - December 1995
Skills
Human Resources, Employee Relations, Recruiting, Management, Employee Benefits, Onboarding, Talent Acquisition, HRIS, PeopleSoft, Talent Management, Applicant Tracking..., Benefits Administration, Outlook, College Recruiting, Microsoft Excel, Process Improvement, Policy, Strategic Planning, Employee Engagement, Personnel Management
Education
University of Illinois at Urbana-Champaign 1970 — 1972
B.A., German
Andrew Kurtz's Lehman Brothers Experience October 2006 - May 2008
Job Consultant at Fusion Alliance
Industry Computer Software
Experience
Fusion Alliance May 2013 - Present
Teradata May 2012 - May 2013
Vertis Communications March 2011 - April 2012
Barclays Capital May 2008 - January 2011
Lehman Brothers October 2006 - May 2008
Skills
WCF, C#, Design Patterns, Test Driven Development, Agile Methodologies, Scrum, Software Design, Entity Framework, Microsoft SQL Server, ASP.NET MVC, .NET, TFS, WF, ASP.NET, Visual Studio, LINQ, REST, T-SQL, Web Services, ADO.NET, NUnit, jQuery, Git, JavaScript, Enterprise Architecture, Architecture, Object Oriented Design, SDLC, MVC, OOP, JSON, Subversion, AJAX, Web Applications, Database Design, Multithreading, Software Engineering, ASP.NET AJAX, Windows Services, SOAP, SQL, IIS, SOA, iOS
Education
University of Illinois at Urbana-Champaign 1998 — 2003
Bachelor Of Science, Computer Science Engineering
Fusion Alliance May 2013 - Present
Teradata May 2012 - May 2013
Vertis Communications March 2011 - April 2012
Barclays Capital May 2008 - January 2011
Lehman Brothers October 2006 - May 2008
Skills
WCF, C#, Design Patterns, Test Driven Development, Agile Methodologies, Scrum, Software Design, Entity Framework, Microsoft SQL Server, ASP.NET MVC, .NET, TFS, WF, ASP.NET, Visual Studio, LINQ, REST, T-SQL, Web Services, ADO.NET, NUnit, jQuery, Git, JavaScript, Enterprise Architecture, Architecture, Object Oriented Design, SDLC, MVC, OOP, JSON, Subversion, AJAX, Web Applications, Database Design, Multithreading, Software Engineering, ASP.NET AJAX, Windows Services, SOAP, SQL, IIS, SOA, iOS
Education
University of Illinois at Urbana-Champaign 1998 — 2003
Bachelor Of Science, Computer Science Engineering
Colin Bristow, M.D.'s Lehman Brothers Experience June 2008 - August 2008
Job Biotech/Pharma Equity Research at BofA Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch March 2011 - Present
Morgan Stanley July 2009 - March 2011
Lehman Brothers June 2008 - August 2008
Covance 2006 - 2007
Skills
Biotechnology, Due Diligence, Equities, Equity Research, Financial Analysis, Financial Modeling, Investment Banking, Portfolio Management, Private Equity, Valuation
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance, Healthcare
University of Leeds 1998 — 2003
M.D. (MBChB), Medicine/Surgery
Merrill Lynch March 2011 - Present
Morgan Stanley July 2009 - March 2011
Lehman Brothers June 2008 - August 2008
Covance 2006 - 2007
Skills
Biotechnology, Due Diligence, Equities, Equity Research, Financial Analysis, Financial Modeling, Investment Banking, Portfolio Management, Private Equity, Valuation
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance, Healthcare
University of Leeds 1998 — 2003
M.D. (MBChB), Medicine/Surgery
Lauren Schechter's Lehman Brothers Experience April 2008 - September 2008
Job Vice President, HR Business Partner Fixed Income Division at Credit Suisse
Industry Human Resources
Experience
Credit Suisse May 2013 - Present
Morgan Stanley October 2011 - May 2013
Barclays Capital April 2011 - November 2011
Barclays Capital August 2009 - March 2011
Barclays Capital September 2008 - March 2011
Lehman Brothers April 2008 - September 2008
Lehman Brothers October 2006 - April 2008
IMG October 2005 - October 2006
Skills
Deferred Compensation, HRIS, Onboarding, Employee Relations, Personnel Management, Human Resources, Talent Management, CRM, Compliance, Talent Acquisition, Employee Engagement, Succession Planning
Education
University of Maryland College Park 2001 — 2005
BA, Psychology
Credit Suisse May 2013 - Present
Morgan Stanley October 2011 - May 2013
Barclays Capital April 2011 - November 2011
Barclays Capital August 2009 - March 2011
Barclays Capital September 2008 - March 2011
Lehman Brothers April 2008 - September 2008
Lehman Brothers October 2006 - April 2008
IMG October 2005 - October 2006
Skills
Deferred Compensation, HRIS, Onboarding, Employee Relations, Personnel Management, Human Resources, Talent Management, CRM, Compliance, Talent Acquisition, Employee Engagement, Succession Planning
Education
University of Maryland College Park 2001 — 2005
BA, Psychology
Rajesh Puthanmodom's Lehman Brothers Experience December 2007 - September 2008
Job Operational Risk
Industry Financial Services
Experience
Neuberger Berman September 2008 - Present
Lehman Brothers December 2007 - September 2008
Citi January 2005 - December 2007
Education
University of Madras 1995 — 1999
Bachelors, Electrical and Electronics
Jawahar Vidyalaya
Neuberger Berman September 2008 - Present
Lehman Brothers December 2007 - September 2008
Citi January 2005 - December 2007
Education
University of Madras 1995 — 1999
Bachelors, Electrical and Electronics
Jawahar Vidyalaya
Ann Trimble's Lehman Brothers Experience 2004 - September 2008
Job Vice President Institutional Corporate Marketing, Healthcare at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank January 2014 - Present
Barclays Investment Bank September 2008 - December 2013
Lehman Brothers 2004 - September 2008
Dorsey & Whitney LLP 2000 - 2003
Education
University of Iowa College of Law 1997 — 2000
JD, with Distinction
Barclays Investment Bank January 2014 - Present
Barclays Investment Bank September 2008 - December 2013
Lehman Brothers 2004 - September 2008
Dorsey & Whitney LLP 2000 - 2003
Education
University of Iowa College of Law 1997 — 2000
JD, with Distinction
Henry Chow's Lehman Brothers Experience July 2007 - September 2008
Job Quantitative Analyst/Trader at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2014 - Present
Bank of America November 2013 - March 2014
Sumo Capital, LLC February 2012 - November 2013
Barclays Capital September 2008 - June 2010
Lehman Brothers July 2007 - September 2008
Bridge March 2007 - April 2007
Lehman Brothers May 2006 - July 2006
Abrams Bison Investments LLC February 2006 - May 2006
Skills
Derivatives, Quantitative Finance, Equities, Capital Markets, Portfolio Management, Asset Management, Financial Analysis, Investment Management, Options Strategies, Bloomberg, Python, VBA, R
Education
University of Chicago 2010 — 2011
Masters of Science, Financial Mathematics
University of Maryland - Robert H. Smith School of Business 2003 — 2006
Bachelor of Science, Finance
Morgan Stanley March 2014 - Present
Bank of America November 2013 - March 2014
Sumo Capital, LLC February 2012 - November 2013
Barclays Capital September 2008 - June 2010
Lehman Brothers July 2007 - September 2008
Bridge March 2007 - April 2007
Lehman Brothers May 2006 - July 2006
Abrams Bison Investments LLC February 2006 - May 2006
Skills
Derivatives, Quantitative Finance, Equities, Capital Markets, Portfolio Management, Asset Management, Financial Analysis, Investment Management, Options Strategies, Bloomberg, Python, VBA, R
Education
University of Chicago 2010 — 2011
Masters of Science, Financial Mathematics
University of Maryland - Robert H. Smith School of Business 2003 — 2006
Bachelor of Science, Finance
Lucia Coalter's Lehman Brothers Experience May 2007 - September 2008
Job Career break
Industry Financial Services
Experience
Barclays Capital September 2008 - June 2009
Lehman Brothers May 2007 - September 2008
Citi Group September 2006 - February 2007
Dresdner Kleinwort June 2000 - April 2006
Education
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
BSc, Finance
University of St. Andrews 1998 — 1999
Finance
Barclays Capital September 2008 - June 2009
Lehman Brothers May 2007 - September 2008
Citi Group September 2006 - February 2007
Dresdner Kleinwort June 2000 - April 2006
Education
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
BSc, Finance
University of St. Andrews 1998 — 1999
Finance
Cian Reddan's Lehman Brothers Experience September 2006 - September 2008
Job Experienced Technology Executive (COO & Strategy)
Industry Financial Services
Experience
Nomura June 2013 - Present
Nomura July 2011 - May 2013
Nomura October 2008 - July 2011
Lehman Brothers September 2006 - September 2008
Skills
Prime Brokerage, Equity Derivatives, Derivatives, Swaps, Equities, Capital Markets, Market Risk, Commodity, Trading, Financial Markets, Valuation, Electronic Trading, FX Options, Middle Office, Trading Systems, Investment Banking, Fixed Income, Management, Business Analysis
Education
University of Limerick
Bachelor of Science (B.Sc.), Computer Systems
Nomura June 2013 - Present
Nomura July 2011 - May 2013
Nomura October 2008 - July 2011
Lehman Brothers September 2006 - September 2008
Skills
Prime Brokerage, Equity Derivatives, Derivatives, Swaps, Equities, Capital Markets, Market Risk, Commodity, Trading, Financial Markets, Valuation, Electronic Trading, FX Options, Middle Office, Trading Systems, Investment Banking, Fixed Income, Management, Business Analysis
Education
University of Limerick
Bachelor of Science (B.Sc.), Computer Systems
Vivian Zhong's Lehman Brothers Experience September 1998 - September 2008
Job Cofounder at Zhangogh Foundation
Industry Philanthropy
Experience
Zhangogh Foundation March 2014 - Present
Morgan Stanley May 2009 - May 2013
Barclays Capital September 2008 - May 2009
Lehman Brothers September 1998 - September 2008
Education
New York University - Leonard N. Stern School of Business
MBA
University of Houston-Clear Lake
MS, Computer Science
Zhangogh Foundation March 2014 - Present
Morgan Stanley May 2009 - May 2013
Barclays Capital September 2008 - May 2009
Lehman Brothers September 1998 - September 2008
Education
New York University - Leonard N. Stern School of Business
MBA
University of Houston-Clear Lake
MS, Computer Science
Benjamin Akman's Lehman Brothers Experience June 2008 - Present
Job Vice President at Barclays Capital
Industry Computer Software
Experience
Lehman Brothers June 2008 - Present
Barclays Capital June 2008 - Present
Time Series Analytics LLC January 2007 - June 2008
Giant Steps Computing June 2002 - June 2008
Tribeca Tables Technology March 2004 - November 2004
Procurease LLC June 2000 - June 2002
Optimark Technologies September 1998 - June 2000
Lehman Brothers December 1996 - September 1998
Deutsche Bank September 1995 - November 1996
Dow Jones Telerate November 1994 - June 1995
Education
University of Southern California
MS, Computer Science
University of Maryland College Park
BS, Computer Science
Lehman Brothers June 2008 - Present
Barclays Capital June 2008 - Present
Time Series Analytics LLC January 2007 - June 2008
Giant Steps Computing June 2002 - June 2008
Tribeca Tables Technology March 2004 - November 2004
Procurease LLC June 2000 - June 2002
Optimark Technologies September 1998 - June 2000
Lehman Brothers December 1996 - September 1998
Deutsche Bank September 1995 - November 1996
Dow Jones Telerate November 1994 - June 1995
Education
University of Southern California
MS, Computer Science
University of Maryland College Park
BS, Computer Science
Harsha Aruru's Lehman Brothers Experience July 2007 - September 2008
Job Associate at Nomura
Industry Investment Banking
Experience
Nomura October 2010 - Present
Nomura September 2008 - August 2010
Lehman Brothers July 2007 - September 2008
Zensar July 2005 - July 2007
Skills
Unix, DB2, TIBCO EMS, RV, AJAX, Java, Sybase, Spring, XML, Struts, Perl, JSP, Linux, JavaScript, SQL, TIBCO, TIBCO Rendezvous, Servlets, Shell Scripting, Apache, CSS, Unix Shell Scripting, Tomcat, HTML, Spring Framework, Multithreading, Design Patterns, JDBC, SDLC, TIBCO iProcess
Education
University of Madras 2002 — 2005
MCA, Computers
Nomura October 2010 - Present
Nomura September 2008 - August 2010
Lehman Brothers July 2007 - September 2008
Zensar July 2005 - July 2007
Skills
Unix, DB2, TIBCO EMS, RV, AJAX, Java, Sybase, Spring, XML, Struts, Perl, JSP, Linux, JavaScript, SQL, TIBCO, TIBCO Rendezvous, Servlets, Shell Scripting, Apache, CSS, Unix Shell Scripting, Tomcat, HTML, Spring Framework, Multithreading, Design Patterns, JDBC, SDLC, TIBCO iProcess
Education
University of Madras 2002 — 2005
MCA, Computers
Bryan Sheehan's Lehman Brothers Experience September 2004 - September 2008
Job FX Options Trading at Nomura Securities
Industry Financial Services
Experience
Nomura Securities June 2010 - Present
Nomura Securities September 2009 - May 2010
Barclays Capital October 2008 - August 2009
Lehman Brothers September 2004 - September 2008
Skills
FX Options, Electronic Trading, Derivatives, Trading, Trading Systems, Risk Management, Portfolio Management, Capital Markets, Fixed Income, Valuation, Hedge Funds, Bloomberg, Series 7, Series 63, People Skills
Education
University of Maryland College Park 2000 — 2004
Bachelor of Science (B.S.), Finance
Nomura Securities June 2010 - Present
Nomura Securities September 2009 - May 2010
Barclays Capital October 2008 - August 2009
Lehman Brothers September 2004 - September 2008
Skills
FX Options, Electronic Trading, Derivatives, Trading, Trading Systems, Risk Management, Portfolio Management, Capital Markets, Fixed Income, Valuation, Hedge Funds, Bloomberg, Series 7, Series 63, People Skills
Education
University of Maryland College Park 2000 — 2004
Bachelor of Science (B.S.), Finance
Guojing Tang's Lehman Brothers Experience 2006 - 2008
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2010 - Present
RBS Global Banking & Markets October 2009 - June 2010
BG Group December 2008 - October 2009
Lehman Brothers 2006 - 2008
Skills
Derivatives, Options, Capital Markets, Fixed Income, Equities, Valuation, Financial Modeling, Structured Products, Quantitative Finance, Equity Derivatives, Portfolio Management
Education
University of Maryland College Park 2003 — 2007
PhD, Mathematical Statistics
Xi'an Jiaotong University
Morgan Stanley June 2010 - Present
RBS Global Banking & Markets October 2009 - June 2010
BG Group December 2008 - October 2009
Lehman Brothers 2006 - 2008
Skills
Derivatives, Options, Capital Markets, Fixed Income, Equities, Valuation, Financial Modeling, Structured Products, Quantitative Finance, Equity Derivatives, Portfolio Management
Education
University of Maryland College Park 2003 — 2007
PhD, Mathematical Statistics
Xi'an Jiaotong University
DIANE KOHLER's Lehman Brothers Experience April 2001 - September 2008
Job MANAGING DIRECTOR & PORTFOLIO MANAGER, First Republic Private Wealth Management
Industry Financial Services
Experience
First Republic Private Wealth Management 2008 - Present
Lehman Brothers April 2001 - September 2008
Hambrecht & Quist August 1999 - April 2001
Merrill Lynch 1986 - August 1999
Skills
Management, Investments, Financial Services, Portfolio Management, Finance, Strategic Planning, Customer Service, Leadership
Education
University of Hawaii at Manoa 1978 — 1981
First Republic Private Wealth Management 2008 - Present
Lehman Brothers April 2001 - September 2008
Hambrecht & Quist August 1999 - April 2001
Merrill Lynch 1986 - August 1999
Skills
Management, Investments, Financial Services, Portfolio Management, Finance, Strategic Planning, Customer Service, Leadership
Education
University of Hawaii at Manoa 1978 — 1981
Amy Truel's Lehman Brothers Experience October 2000 - September 2008
Job Annual Gala Operations Coordinator, San Carlos Education Foundation
Industry Information Technology and Services
Experience
San Carlos Education Foundation April 2014 - Present
Barclays Capital September 2008 - February 2009
Lehman Brothers October 2000 - September 2008
Gartner October 1999 - September 2000
HealthSouth August 1996 - August 1998
Skills
Fundraising, Community Outreach, Equity Research, Data Analysis, Research, Public Speaking, Teaching, Market Research, Management
Education
Washington University in St. Louis 1989 — 1991
MHA/MIM, Health Administration, Information Mgmt
University of Illinois at Urbana-Champaign 1985 — 1989
BS, Psychology
San Carlos Education Foundation April 2014 - Present
Barclays Capital September 2008 - February 2009
Lehman Brothers October 2000 - September 2008
Gartner October 1999 - September 2000
HealthSouth August 1996 - August 1998
Skills
Fundraising, Community Outreach, Equity Research, Data Analysis, Research, Public Speaking, Teaching, Market Research, Management
Education
Washington University in St. Louis 1989 — 1991
MHA/MIM, Health Administration, Information Mgmt
University of Illinois at Urbana-Champaign 1985 — 1989
BS, Psychology
Elizabeth Coolidge's Lehman Brothers Experience March 2000 - February 2008
Job Managing Director at PNC Capital Markets
Industry Financial Services
Experience
PNC Capital Markets February 2013 - Present
Siebert Brandford Shank & Co. February 2008 - February 2013
Lehman Brothers March 2000 - February 2008
Skills
Capital Markets, Fixed Income, Securities, Investment Banking, Series 7, Bonds, Financial Modeling, Public Finance, Equities, Investments, Due Diligence, Asset Management
Education
University of Illinois at Urbana-Champaign 1984 — 1988
BA, English
St. Ignatius College Prep 1980 — 1984
PNC Capital Markets February 2013 - Present
Siebert Brandford Shank & Co. February 2008 - February 2013
Lehman Brothers March 2000 - February 2008
Skills
Capital Markets, Fixed Income, Securities, Investment Banking, Series 7, Bonds, Financial Modeling, Public Finance, Equities, Investments, Due Diligence, Asset Management
Education
University of Illinois at Urbana-Champaign 1984 — 1988
BA, English
St. Ignatius College Prep 1980 — 1984
Michael Saucier Jr's Lehman Brothers Experience October 2009 - February 2010
Job Account Manager, Wealth Management
Industry Financial Services
Experience
Northern Trust August 2013 - Present
Northern Trust June 2011 - August 2013
Northern Trust February 2010 - June 2011
Lehman Brothers October 2009 - February 2010
University of Maine Campus Recreation September 2006 - May 2009
Cary Medical Center May 2008 - February 2009
Skills
Access, Management, Small Business, Public Speaking, Cpr Certified, Microsoft Office, Social Media, Research, Public Relations, PowerPoint, Non-profits, Fundraising, Facebook, Microsoft Excel, Editing, Community Outreach, Event Management, Customer Service, Press Releases, Time Management
Education
University of Maine 2005 — 2009
B.S., Finance, Management, Political Science
Northern Trust August 2013 - Present
Northern Trust June 2011 - August 2013
Northern Trust February 2010 - June 2011
Lehman Brothers October 2009 - February 2010
University of Maine Campus Recreation September 2006 - May 2009
Cary Medical Center May 2008 - February 2009
Skills
Access, Management, Small Business, Public Speaking, Cpr Certified, Microsoft Office, Social Media, Research, Public Relations, PowerPoint, Non-profits, Fundraising, Facebook, Microsoft Excel, Editing, Community Outreach, Event Management, Customer Service, Press Releases, Time Management
Education
University of Maine 2005 — 2009
B.S., Finance, Management, Political Science
Evan Albert's Lehman Brothers Experience January 2006 - September 2008
Job Technology Solutions for Payments
Industry Computer Software
Experience
Taply September 2014 - Present
Seamless Chex March 2012 - Present
Barclays Capital September 2008 - February 2012
Lehman Brothers January 2006 - September 2008
Skills
Entrepreneurship, Start-ups, Payment Industry, Technology Integration, Mobile Technology, Bloomberg, Fixed Income, Hedge Funds, Financial Modeling, Investments, Business Development, Management, Sales, Marketing, Portfolio Management, Equities, Banking, Financial Services, Risk Management, Mobile Applications, Software Development
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2006
BS
Taply September 2014 - Present
Seamless Chex March 2012 - Present
Barclays Capital September 2008 - February 2012
Lehman Brothers January 2006 - September 2008
Skills
Entrepreneurship, Start-ups, Payment Industry, Technology Integration, Mobile Technology, Bloomberg, Fixed Income, Hedge Funds, Financial Modeling, Investments, Business Development, Management, Sales, Marketing, Portfolio Management, Equities, Banking, Financial Services, Risk Management, Mobile Applications, Software Development
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2006
BS
Will Weisong Xu's Lehman Brothers Experience 2006 - 2008
Job Senior Software Developer and Team Lead at Townsend Analytics
Industry Computer Software
Experience
Townsend Analytics November 2001 - Present
Lehman Brothers 2006 - 2008
Education
University of Illinois at Chicago 1992 — 1996
MS, EECS
Townsend Analytics November 2001 - Present
Lehman Brothers 2006 - 2008
Education
University of Illinois at Chicago 1992 — 1996
MS, EECS
Li Pang's Lehman Brothers Experience 2005 - 2008
Job Portfolio Management / Surveillance
Industry Financial Services
Experience
JPMorgan Chase & Co. December 2013 - Present
MKP Capital February 2008 - December 2013
Lehman Brothers 2005 - 2008
Goldman Sachs 2004 - 2005
Skills
Intex, Trepp, SQL, C++,..., Portfolio Management, Structured Products, Fixed Income, Capital Markets, Bloomberg, Valuation, Financial Modeling
Education
New York University - Leonard N. Stern School of Business
MBA, Quantitive Finance
University of Maryland College Park
MS
JPMorgan Chase & Co. December 2013 - Present
MKP Capital February 2008 - December 2013
Lehman Brothers 2005 - 2008
Goldman Sachs 2004 - 2005
Skills
Intex, Trepp, SQL, C++,..., Portfolio Management, Structured Products, Fixed Income, Capital Markets, Bloomberg, Valuation, Financial Modeling
Education
New York University - Leonard N. Stern School of Business
MBA, Quantitive Finance
University of Maryland College Park
MS
Michael DeWeirdt's Lehman Brothers Experience 1997 - 2000
Job Senior Vice President Financial Risk Management at Ohio National Financial Services
Industry Capital Markets
Experience
Ohio National Financial Services December 2012 - Present
Chatfield Financial Group January 2012 - December 2012
Milliman 2004 - December 2011
AVM - III Funds 2002 - 2004
BlackPoint Capital 2000 - 2002
Lehman Brothers 1997 - 2000
JP Morgan 1986 - 1997
Skills
Risk Management, Derivatives, Capital Markets, Hedging, Fixed Income, Quantitative Finance, Equities, Options, Financial Risk, Portfolio Management, ALM, Trading, Financial Modeling, Asset Managment, Equity Derivatives, Investments, Investment Strategies, Valuation
Education
The University of Chicago 1984 — 1986
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1977 — 1981
BS, Accounting
Ohio National Financial Services December 2012 - Present
Chatfield Financial Group January 2012 - December 2012
Milliman 2004 - December 2011
AVM - III Funds 2002 - 2004
BlackPoint Capital 2000 - 2002
Lehman Brothers 1997 - 2000
JP Morgan 1986 - 1997
Skills
Risk Management, Derivatives, Capital Markets, Hedging, Fixed Income, Quantitative Finance, Equities, Options, Financial Risk, Portfolio Management, ALM, Trading, Financial Modeling, Asset Managment, Equity Derivatives, Investments, Investment Strategies, Valuation
Education
The University of Chicago 1984 — 1986
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1977 — 1981
BS, Accounting
Janis Becker, SPHR's Lehman Brothers Experience August 2001 - September 2008
Job Talent Strategy, Leadership Development, Talent Acquisition
Industry Human Resources
Experience
SmartBrief November 2012 - Present
BGM Consulting LLC September 2008 - November 2012
Duke Corporate Education 2011 - 2012
Lehman Brothers August 2001 - September 2008
Jupiter Research February 2000 - June 2001
Lehman Brothers July 1997 - February 2000
Skills
Leadership Development, Executive Coaching, Talent Management, Change Management, Coaching, Business Development, 360 Feedback, Organizational..., Organizational..., MBTI, Executive Development, Succession Planning, Strategy, Human Resources, Recruiting, Talent Acquisition
Education
Columbia University 1999 — 2002
MA, Organizational Development and Leadership
University of Maryland College Park 1993 — 1997
Bachelor of Science (BS), Psychology
SmartBrief November 2012 - Present
BGM Consulting LLC September 2008 - November 2012
Duke Corporate Education 2011 - 2012
Lehman Brothers August 2001 - September 2008
Jupiter Research February 2000 - June 2001
Lehman Brothers July 1997 - February 2000
Skills
Leadership Development, Executive Coaching, Talent Management, Change Management, Coaching, Business Development, 360 Feedback, Organizational..., Organizational..., MBTI, Executive Development, Succession Planning, Strategy, Human Resources, Recruiting, Talent Acquisition
Education
Columbia University 1999 — 2002
MA, Organizational Development and Leadership
University of Maryland College Park 1993 — 1997
Bachelor of Science (BS), Psychology
Erik Soballe's Lehman Brothers Experience May 2004 - August 2004
Job Data Center Facilities Manager at Google
Industry Facilities Services
Experience
Google March 2010 - Present
US Navy January 2008 - March 2010
US Navy December 2007 - May 2008
University of Illinois at Urbana-Champaign July 2003 - December 2004
Lehman Brothers May 2004 - August 2004
Skills
Operations Management, Program Management, Team Leadership, Project Management, Contract Management, Troubleshooting, System Administration, Vendor Management, Security Clearance, Contract Negotiation, Data Analysis, Security, Project Planning, Engineering, Product Management, Budgets, Team Building, Process Improvement, Leadership, Training, Management, Military, Cross-functional Team..., Facilities Management, Quality Assurance, Integration, Change Management, Software Documentation, Six Sigma, Analysis
Education
Naval Nuclear Engineering Officer School 2008 — 2008
Reactor Physics, Construction, and Dynamics
University of Illinois at Urbana-Champaign 2000 — 2004
BS, Mathematics and Computer Science
West Salem High School 1997 — 2000
Google March 2010 - Present
US Navy January 2008 - March 2010
US Navy December 2007 - May 2008
University of Illinois at Urbana-Champaign July 2003 - December 2004
Lehman Brothers May 2004 - August 2004
Skills
Operations Management, Program Management, Team Leadership, Project Management, Contract Management, Troubleshooting, System Administration, Vendor Management, Security Clearance, Contract Negotiation, Data Analysis, Security, Project Planning, Engineering, Product Management, Budgets, Team Building, Process Improvement, Leadership, Training, Management, Military, Cross-functional Team..., Facilities Management, Quality Assurance, Integration, Change Management, Software Documentation, Six Sigma, Analysis
Education
Naval Nuclear Engineering Officer School 2008 — 2008
Reactor Physics, Construction, and Dynamics
University of Illinois at Urbana-Champaign 2000 — 2004
BS, Mathematics and Computer Science
West Salem High School 1997 — 2000
Matt Vandenack's Lehman Brothers Experience 2004 - 2006
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2011 - Present
Principal Financial Group September 2008 - September 2011
Credit Suisse 2006 - 2008
Lehman Brothers 2004 - 2006
Vandenack, PC 1991 - 1996
Skills
Estate Planning, Fixed Income, High Net Worth..., Investment Strategies, Finance, Wealth, Life Insurance, Business Planning, Tax, Investments, Securities, Wealth Management..., Structured Finance, Asset Management, Wealth Management, Financial Advisory
Education
University of Georgia School of Law 1988 — 1991
JD
University of Nebraska-Lincoln 1983 — 1987
BA, International Relations; emphasis in Economics
Merrill Lynch August 2011 - Present
Principal Financial Group September 2008 - September 2011
Credit Suisse 2006 - 2008
Lehman Brothers 2004 - 2006
Vandenack, PC 1991 - 1996
Skills
Estate Planning, Fixed Income, High Net Worth..., Investment Strategies, Finance, Wealth, Life Insurance, Business Planning, Tax, Investments, Securities, Wealth Management..., Structured Finance, Asset Management, Wealth Management, Financial Advisory
Education
University of Georgia School of Law 1988 — 1991
JD
University of Nebraska-Lincoln 1983 — 1987
BA, International Relations; emphasis in Economics
David Donigian's Lehman Brothers Experience 2003 - 2008
Job Finance and Technology
Industry Financial Services
Experience
Pine River Capital Management May 2013 - Present
Jefferies & Company 2010 - May 2013
Turtle Bay Capital, LLC 2008 - 2009
Lehman Brothers 2003 - 2008
Primex Trading, LLC 1999 - 2003
Goldman Sachs 1998 - 1999
Booz Allen Hamilton 1991 - 1997
Skills
Equities, Banking, Financial Analysis, Risk Management, Securities, Programming, Options, Derivatives, Swaps, Technology, C++, Java, C#, Messaging, Market Data
Education
University of Maryland Baltimore County 1986 — 1990
Bacholor of Science, Computer Science
Pine River Capital Management May 2013 - Present
Jefferies & Company 2010 - May 2013
Turtle Bay Capital, LLC 2008 - 2009
Lehman Brothers 2003 - 2008
Primex Trading, LLC 1999 - 2003
Goldman Sachs 1998 - 1999
Booz Allen Hamilton 1991 - 1997
Skills
Equities, Banking, Financial Analysis, Risk Management, Securities, Programming, Options, Derivatives, Swaps, Technology, C++, Java, C#, Messaging, Market Data
Education
University of Maryland Baltimore County 1986 — 1990
Bacholor of Science, Computer Science
Chris Sturhahn, CFA's Lehman Brothers Experience 2004 - 2008
Job Director at Barclays Investment Bank
Industry Investment Banking
Experience
Barclays Investment Bank March 2014 - Present
Barclays Capital September 2008 - February 2014
Lehman Brothers 2004 - 2008
Skills
Financial Modeling, Business Relationship..., Market Research, Fixed Income, Derivatives, Equities, Barclays Point, Chartered Financial..., Capital Markets, Quantitative Finance, Credit Derivatives, Equity Derivatives, Interest Rate...
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance, Financial Instruments & Markets, Management
University of Illinois at Urbana-Champaign 2000 — 2004
BS, Computer Science
Barclays Investment Bank March 2014 - Present
Barclays Capital September 2008 - February 2014
Lehman Brothers 2004 - 2008
Skills
Financial Modeling, Business Relationship..., Market Research, Fixed Income, Derivatives, Equities, Barclays Point, Chartered Financial..., Capital Markets, Quantitative Finance, Credit Derivatives, Equity Derivatives, Interest Rate...
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance, Financial Instruments & Markets, Management
University of Illinois at Urbana-Champaign 2000 — 2004
BS, Computer Science
Liya Sheer's Lehman Brothers Experience July 2007 - September 2008
Job Vice President Strategic Financial Management at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital September 2008 - Present
Lehman Brothers July 2007 - September 2008
PwC January 2007 - July 2007
Skills
Fixed Income, Investment Banking, Financial Modeling, Capital Markets, Bloomberg, Equities, Corporate Finance, Valuation, Derivatives, Business Analysis, Financial Analysis
Education
University of Maryland College Park 2002 — 2006
BS, Finance and International Business
Barclays Capital September 2008 - Present
Lehman Brothers July 2007 - September 2008
PwC January 2007 - July 2007
Skills
Fixed Income, Investment Banking, Financial Modeling, Capital Markets, Bloomberg, Equities, Corporate Finance, Valuation, Derivatives, Business Analysis, Financial Analysis
Education
University of Maryland College Park 2002 — 2006
BS, Finance and International Business
Marcia Barton's Lehman Brothers Experience June 1986 - August 1993
Job Cost Controller at Eni Petroleum Inc
Industry Oil & Energy
Experience
Eni Petroleum April 2013 - Present
Eni Petroleum August 2012 - November 2013
Wells Fargo Bank March 2007 - August 2012
JPMorgan Chase August 2000 - March 2007
Bank United Mortgage June 1998 - July 2000
Nations Bank September 1996 - June 1998
Freelance January 1994 - September 1996
Lehman Brothers June 1986 - August 1993
Manufactures Hanover Trust Bank March 1982 - May 1986
Skills
Cash Management, Financial Analysis, Banking, Microsoft Word, Cash Flow, Access, Accounts Payable, Loans, Accounts Receivable, Corporate Finance, Microsoft Excel, PowerPoint, Customer Service, Outlook, Microsoft Office, Accounting, Ms Words, Excell,..., Bank Reconciliation,..., Securities, Payments, SAP, GPS Applications, Billing/Invoices, Month end & Year end..., Spreadsheets, Generate Graphs, Vendor Qualifications, Money Market Securities,, Portfolio Performance..., Mutual Funds, Project Billing...
Education
University of Houston-Clear Lake 2006 — 2010
Bachelor of Science, Business Management
San Jancinto College 2000 — 2003
Associates of Art, Business Administration
Bay Ridge High School
High School Diploma, Business and Nursing
Eni Petroleum April 2013 - Present
Eni Petroleum August 2012 - November 2013
Wells Fargo Bank March 2007 - August 2012
JPMorgan Chase August 2000 - March 2007
Bank United Mortgage June 1998 - July 2000
Nations Bank September 1996 - June 1998
Freelance January 1994 - September 1996
Lehman Brothers June 1986 - August 1993
Manufactures Hanover Trust Bank March 1982 - May 1986
Skills
Cash Management, Financial Analysis, Banking, Microsoft Word, Cash Flow, Access, Accounts Payable, Loans, Accounts Receivable, Corporate Finance, Microsoft Excel, PowerPoint, Customer Service, Outlook, Microsoft Office, Accounting, Ms Words, Excell,..., Bank Reconciliation,..., Securities, Payments, SAP, GPS Applications, Billing/Invoices, Month end & Year end..., Spreadsheets, Generate Graphs, Vendor Qualifications, Money Market Securities,, Portfolio Performance..., Mutual Funds, Project Billing...
Education
University of Houston-Clear Lake 2006 — 2010
Bachelor of Science, Business Management
San Jancinto College 2000 — 2003
Associates of Art, Business Administration
Bay Ridge High School
High School Diploma, Business and Nursing
Doug Chin's Lehman Brothers Experience April 1987 - May 1994
Job Vice PresidentInstitutional Sales at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities December 2000 - Present
Prudential Securities May 1994 - December 2000
Lehman Brothers April 1987 - May 1994
Merrill Lynch Pierce Fenner & Smith September 1984 - April 1987
Skills
Credit, Investments, Mutual Funds, Fixed Income, Risk Management, Finance, Series 7, Loans, Bonds, Sales, Financial Analysis, Relationship Management, Banking
Education
University of Hawaii at Manoa
School of Travel Industry Management
University of Washington, Michael G. Foster School of Business
BA, Business Administration
Wells Fargo Securities December 2000 - Present
Prudential Securities May 1994 - December 2000
Lehman Brothers April 1987 - May 1994
Merrill Lynch Pierce Fenner & Smith September 1984 - April 1987
Skills
Credit, Investments, Mutual Funds, Fixed Income, Risk Management, Finance, Series 7, Loans, Bonds, Sales, Financial Analysis, Relationship Management, Banking
Education
University of Hawaii at Manoa
School of Travel Industry Management
University of Washington, Michael G. Foster School of Business
BA, Business Administration
Bonnie Cordeiro's Lehman Brothers Experience April 1996 - April 1999
Job at
Industry Accounting
Experience
South Shore Capital Advisors June 2012 - Present
Harvard University March 2012 - Present
Town of Cohasset, MA January 2011 - May 2012
PointCare Technologies April 2009 - January 2011
Lehman Brothers April 1996 - April 1999
Fidelity Investments January 1995 - April 1996
Fidelity Investments October 1993 - January 1995
State Street Bank and Trust 1990 - 1993
Education
University of Maine 1986 — 1990
B.S., Business Administration
School name:
B.S., Business Administration, University of Maine
South Shore Capital Advisors June 2012 - Present
Harvard University March 2012 - Present
Town of Cohasset, MA January 2011 - May 2012
PointCare Technologies April 2009 - January 2011
Lehman Brothers April 1996 - April 1999
Fidelity Investments January 1995 - April 1996
Fidelity Investments October 1993 - January 1995
State Street Bank and Trust 1990 - 1993
Education
University of Maine 1986 — 1990
B.S., Business Administration
School name:
B.S., Business Administration, University of Maine
Prashant Doshi's Lehman Brothers Experience April 2001 - September 2006
Job Director, FX Technology at Citi
Industry Financial Services
Experience
Citi September 2006 - Present
Lehman Brothers April 2001 - September 2006
Morgan Stanley April 2000 - April 2001
Credit Suisse First Boston July 1997 - April 2000
Various firms in Washington DC area July 1988 - July 1997
Education
University of Maryland College Park
MS, Computer Science
Citi September 2006 - Present
Lehman Brothers April 2001 - September 2006
Morgan Stanley April 2000 - April 2001
Credit Suisse First Boston July 1997 - April 2000
Various firms in Washington DC area July 1988 - July 1997
Education
University of Maryland College Park
MS, Computer Science
robert durham's Lehman Brothers Experience 1994 - 2008
Job Managing Director at Credit Suisse
Industry Banking
Experience
Credit Suisse September 2008 - Present
Sigma Nu Educational Foundation 2012 - Present
Sigma Nu Fraternity, Inc. 2010 - 2012
Lehman Brothers 1994 - 2008
Education
University of Georgia - Terry College of Business 1975 — 1979
BBA, Finance
Credit Suisse September 2008 - Present
Sigma Nu Educational Foundation 2012 - Present
Sigma Nu Fraternity, Inc. 2010 - 2012
Lehman Brothers 1994 - 2008
Education
University of Georgia - Terry College of Business 1975 — 1979
BBA, Finance
Brenda Kilgannon's Lehman Brothers Experience 2002 - 2006
Job Vice president at Societe Generale
Industry Banking
Experience
Societe Generale February 2007 - Present
Societe Generale February 2007 - September 2010
Lehman Brothers 2002 - 2006
Skills
Auditing, Fixed Income, Risk Management, Investment Banking, Banking, FX Options, Equities, Derivatives, Capital Markets, Hedge Funds, Financial Modeling, Portfolio Management, Structured Products
Education
University of Limerick
BBS, Accounting&Finance
Societe Generale February 2007 - Present
Societe Generale February 2007 - September 2010
Lehman Brothers 2002 - 2006
Skills
Auditing, Fixed Income, Risk Management, Investment Banking, Banking, FX Options, Equities, Derivatives, Capital Markets, Hedge Funds, Financial Modeling, Portfolio Management, Structured Products
Education
University of Limerick
BBS, Accounting&Finance
Boguslaw Wegrzyn's Lehman Brothers Experience September 2000 - August 2005
Job Director of Compensation and Classification at NYC Department of Education
Industry Education Management
Experience
NYC Department of Education March 2010 - Present
NYC Department of Education October 2006 - February 2010
Lehman Brothers September 2000 - August 2005
Skills
Compensation Structure..., Deferred Compensation, Human Resources, Compensation Structures, Talent Management, PeopleSoft, Job Evaluation, Employee Benefits, Salary, Analysis, Compensation & Benefit, Performance Management, Management, Job Descriptions, HRIS
Education
University of Maryland - Robert H. Smith School of Business 1997 — 1999
MBA, Finance and International Business
University of Maryland - Robert H. Smith School of Business
MBA
NYC Department of Education March 2010 - Present
NYC Department of Education October 2006 - February 2010
Lehman Brothers September 2000 - August 2005
Skills
Compensation Structure..., Deferred Compensation, Human Resources, Compensation Structures, Talent Management, PeopleSoft, Job Evaluation, Employee Benefits, Salary, Analysis, Compensation & Benefit, Performance Management, Management, Job Descriptions, HRIS
Education
University of Maryland - Robert H. Smith School of Business 1997 — 1999
MBA, Finance and International Business
University of Maryland - Robert H. Smith School of Business
MBA
Denis Labij's Lehman Brothers Experience December 2006 - February 2008
Job Director of Power Marketing at Acciona Energy
Industry Renewables & Environment
Experience
Acciona Energy March 2008 - Present
Lehman Brothers December 2006 - February 2008
Citadel Investment Group October 2004 - November 2006
Reliant Energy January 2000 - October 2004
Commonwealth Edison June 1994 - January 2000
Education
The University of Chicago 1997 — 2001
MBA, Analytic Finance
University of Illinois at Urbana-Champaign 1988 — 1994
MS, BS, Aeronautical and Astronautical Engineering
Acciona Energy March 2008 - Present
Lehman Brothers December 2006 - February 2008
Citadel Investment Group October 2004 - November 2006
Reliant Energy January 2000 - October 2004
Commonwealth Edison June 1994 - January 2000
Education
The University of Chicago 1997 — 2001
MBA, Analytic Finance
University of Illinois at Urbana-Champaign 1988 — 1994
MS, BS, Aeronautical and Astronautical Engineering
Paul Aglialoro's Lehman Brothers Experience March 2008 - September 2008
Job Investment Banking at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital September 2008 - Present
Lehman Brothers March 2008 - September 2008
SunTrust Robinson Humphrey July 2006 - March 2008
Cushman & Wakefield May 2005 - August 2005
Skills
Investment Banking, Corporate Finance, Financial Modeling, Investments, Valuation, DCF, Financial Analysis, Business Valuation, Real Estate, Capital Markets, Equities, Mergers, Debt, Bloomberg, Private Equity, Financial Structuring, Asset Management, Alternative Investments
Education
University of Georgia - Terry College of Business 2002 — 2006
BBA, Finance, Real Estate
Barclays Capital September 2008 - Present
Lehman Brothers March 2008 - September 2008
SunTrust Robinson Humphrey July 2006 - March 2008
Cushman & Wakefield May 2005 - August 2005
Skills
Investment Banking, Corporate Finance, Financial Modeling, Investments, Valuation, DCF, Financial Analysis, Business Valuation, Real Estate, Capital Markets, Equities, Mergers, Debt, Bloomberg, Private Equity, Financial Structuring, Asset Management, Alternative Investments
Education
University of Georgia - Terry College of Business 2002 — 2006
BBA, Finance, Real Estate
Jim Karlis's Lehman Brothers Experience 2000 - 2001
Job Partner and Associate Portfolio Manager at William Blair and Company
Industry Investment Banking
Experience
William Blair and Company June 2007 - Present
William Blair and Company March 2005 - June 2007
Lincoln Capital Management 2001 - 2005
Lehman Brothers 2000 - 2001
ABN AMRO 1997 - 2000
Skills
Equity Research, Financial Modeling, Valuation, Capital Markets, Bloomberg, Fixed Income, Equities, Hedge Funds, Equity Valuation, Asset Allocation, Private Equity, Alternative Investments, Asset Management, Investment Management, Investments
Education
University of Illinois at Urbana-Champaign - College of Business 1993 — 1997
BS, Finance
William Blair and Company June 2007 - Present
William Blair and Company March 2005 - June 2007
Lincoln Capital Management 2001 - 2005
Lehman Brothers 2000 - 2001
ABN AMRO 1997 - 2000
Skills
Equity Research, Financial Modeling, Valuation, Capital Markets, Bloomberg, Fixed Income, Equities, Hedge Funds, Equity Valuation, Asset Allocation, Private Equity, Alternative Investments, Asset Management, Investment Management, Investments
Education
University of Illinois at Urbana-Champaign - College of Business 1993 — 1997
BS, Finance
matthew zagon's Lehman Brothers Experience February 1991 - June 1993
Job president at Lezarn Partners
Industry Venture Capital & Private Equity
Experience
Lezarn Partners LLC April 2005 - Present
Lezarn Partners April 2005 - Present
KSH INVESTMENT GROUP September 2001 - April 2003
Investec August 2000 - September 2001
GKN securities December 1994 - December 1998
Bear Stearns August 1993 - December 1994
Lehman Brothers February 1991 - June 1993
Education
University of Maryland College Park 1987 — 1990
BS, political science
Lezarn Partners LLC April 2005 - Present
Lezarn Partners April 2005 - Present
KSH INVESTMENT GROUP September 2001 - April 2003
Investec August 2000 - September 2001
GKN securities December 1994 - December 1998
Bear Stearns August 1993 - December 1994
Lehman Brothers February 1991 - June 1993
Education
University of Maryland College Park 1987 — 1990
BS, political science
Janet Schiffman's Lehman Brothers Experience March 2004 - February 2009
Job Employee Benefits Manager at Lehman Brothers
Industry Capital Markets
Experience
Lehman Brothers March 2004 - February 2009
Skills
HRIS, Deferred Compensation, Employee Benefits
Education
University of Maryland - Robert H. Smith School of Business 1996 — 2000
Economics
Lehman Brothers March 2004 - February 2009
Skills
HRIS, Deferred Compensation, Employee Benefits
Education
University of Maryland - Robert H. Smith School of Business 1996 — 2000
Economics
Daniel Petree's Lehman Brothers Experience June 1997 - January 1999
Job Owner, Cornerstone
Industry Investment Management
Experience
Cornerstone Investment Management, LLC January 2009 - Present
CBOT April 1999 - January 2009
Lehman Brothers June 1997 - January 1999
Merrill Lynch June 1980 - April 1990
The Northern Trust Company April 1978 - February 1980
Skills
Investments
Education
University of Illinois at Urbana-Champaign 1972 — 1976
BA, Finance
Cornerstone Investment Management, LLC January 2009 - Present
CBOT April 1999 - January 2009
Lehman Brothers June 1997 - January 1999
Merrill Lynch June 1980 - April 1990
The Northern Trust Company April 1978 - February 1980
Skills
Investments
Education
University of Illinois at Urbana-Champaign 1972 — 1976
BA, Finance
Cary Jacobs's Lehman Brothers Experience 2003 - 2008
Job Investment Advisor Arlington Financial Services
Industry Financial Services
Experience
Arlington Financial Services August 2010 - Present
Lehman Brothers 2003 - 2008
Skills
Series 7, Series 63, Insurance, Asset Allocation, Equities, Securities, Alternative Investments, FINRA, Asset Managment, Financial Markets, Derivatives, Asset Management, Portfolio Management, Risk Management, Options, Investment Strategies, Investments, Fixed Income, Hedge Funds, Trading Systems, Mutual Funds, Wealth Management
Education
University of Iowa 1977 — 1981
BBA, Accounting
Arlington Financial Services August 2010 - Present
Lehman Brothers 2003 - 2008
Skills
Series 7, Series 63, Insurance, Asset Allocation, Equities, Securities, Alternative Investments, FINRA, Asset Managment, Financial Markets, Derivatives, Asset Management, Portfolio Management, Risk Management, Options, Investment Strategies, Investments, Fixed Income, Hedge Funds, Trading Systems, Mutual Funds, Wealth Management
Education
University of Iowa 1977 — 1981
BBA, Accounting
Sonia Mukherji's Lehman Brothers Experience September 2005 - September 2008
Job Investment Strategy Associate at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman 2012 - Present
Neuberger Berman December 2010 - 2012
Neuberger Berman 2008 - 2010
Lehman Brothers September 2005 - September 2008
Skills
Asset Allocation, Investment Strategies, Series 7, Series 63, Wealth Management, Equities, Capital Markets, Financial Modeling, Portfolio Management, Valuation, Bloomberg, Equity Research, Corporate Finance, Financial Analysis, Mutual Funds, Sales, Business Strategy
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Finance: Financial Instruments & Markets, Corporate Finance
University of Maryland College Park
B.S., Mathematics
Neuberger Berman 2012 - Present
Neuberger Berman December 2010 - 2012
Neuberger Berman 2008 - 2010
Lehman Brothers September 2005 - September 2008
Skills
Asset Allocation, Investment Strategies, Series 7, Series 63, Wealth Management, Equities, Capital Markets, Financial Modeling, Portfolio Management, Valuation, Bloomberg, Equity Research, Corporate Finance, Financial Analysis, Mutual Funds, Sales, Business Strategy
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Finance: Financial Instruments & Markets, Corporate Finance
University of Maryland College Park
B.S., Mathematics
Aaron Liao's Lehman Brothers Experience August 2007 - October 2008
Job AVP at Bank of TokyoMitsubishi UFJ, Ltd.
Industry Accounting
Experience
Bank of Tokyo-Mitsubishi UFJ, Ltd. December 2008 - Present
Lehman Brothers August 2007 - October 2008
The Siegfried Group May 2006 - July 2007
Johnson Controls October 2005 - April 2006
Freddie Mac May 2004 - October 2005
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2004
MBA
Bank of Tokyo-Mitsubishi UFJ, Ltd. December 2008 - Present
Lehman Brothers August 2007 - October 2008
The Siegfried Group May 2006 - July 2007
Johnson Controls October 2005 - April 2006
Freddie Mac May 2004 - October 2005
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2004
MBA
Susan Goodearl's Lehman Brothers Experience 1999 - 2008
Job Business Unit Compliance Officer at Bank of the West
Industry Financial Services
Experience
BancWest Investment Services 2011 - Present
Barclays Wealth September 2008 - February 2011
Barclays Wealth 2008 - February 2011
Lehman Brothers 1999 - 2008
DLJ 1987 - 1994
Education
University of San Francisco 1985 — 1988
Master, Human Resources and Organizational Development
University of Hawaii at Manoa 1968 — 1972
BA, psychology
Kailua High School 1965 — 1968
graduate, college prep
BancWest Investment Services 2011 - Present
Barclays Wealth September 2008 - February 2011
Barclays Wealth 2008 - February 2011
Lehman Brothers 1999 - 2008
DLJ 1987 - 1994
Education
University of San Francisco 1985 — 1988
Master, Human Resources and Organizational Development
University of Hawaii at Manoa 1968 — 1972
BA, psychology
Kailua High School 1965 — 1968
graduate, college prep
Rangaswamy Nagarajan's Lehman Brothers Experience February 2005 - September 2008
Job Senior BI Developer at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters June 2013 - Present
Barclays April 2013 - June 2013
Lockheed Martin May 2012 - April 2013
Standard & Poor's October 2011 - May 2012
UBS Wealth Management October 2009 - October 2011
Tata Consultancy Services February 2005 - October 2009
Citi May 2009 - September 2009
Barclays Capital 2008 - 2009
Lehman Brothers February 2005 - September 2008
Future Focus Infotech July 2004 - February 2005
Skills
Informatica, Data Warehousing, DB2, Performance Tuning, Microsoft SQL Server, SDLC, Requirements Analysis, Requirements Gathering, Oracle, Autosys, MicroStrategy Reporting, Business Objects, PL/SQL, Sybase, Unix, Oracle SQL, Business Intelligence, ETL, SQL, Unix Shell Scripting, Enterprise Architecture, Data Migration, Erwin, Solution Architecture, Databases, XML, Web Services, Shell Scripting, T-SQL, Software Project..., Solaris, Oracle SQL Developer
Education
University of Madras
Bachelor of Engineering (BE), Computer Science
Thomson Reuters June 2013 - Present
Barclays April 2013 - June 2013
Lockheed Martin May 2012 - April 2013
Standard & Poor's October 2011 - May 2012
UBS Wealth Management October 2009 - October 2011
Tata Consultancy Services February 2005 - October 2009
Citi May 2009 - September 2009
Barclays Capital 2008 - 2009
Lehman Brothers February 2005 - September 2008
Future Focus Infotech July 2004 - February 2005
Skills
Informatica, Data Warehousing, DB2, Performance Tuning, Microsoft SQL Server, SDLC, Requirements Analysis, Requirements Gathering, Oracle, Autosys, MicroStrategy Reporting, Business Objects, PL/SQL, Sybase, Unix, Oracle SQL, Business Intelligence, ETL, SQL, Unix Shell Scripting, Enterprise Architecture, Data Migration, Erwin, Solution Architecture, Databases, XML, Web Services, Shell Scripting, T-SQL, Software Project..., Solaris, Oracle SQL Developer
Education
University of Madras
Bachelor of Engineering (BE), Computer Science
Merry Thornton's Lehman Brothers Experience June 2007 - September 2008
Job Physician Assistant
Industry Medical Practice
Experience
Schweiger Dermatology 2014 - Present
Barclays Capital September 2008 - December 2009
Lehman Brothers June 2007 - September 2008
Lehman Brothers August 2004 - June 2007
Skills
Fixed Income, Financial Modeling, Derivatives, Capital Markets, Cross-functional Team..., Equities, Risk Management, Accounting, Management
Education
Weill Cornell Graduate School of Medical Sciences 2012 — 2014
Masters of Health Sciences, Physician Assistant
New York University - Leonard N. Stern School of Business 2007 — 2009
Masters of Business Administration, Finance
University of Maryland College Park 2000 — 2004
Bachelor of Science, Finance
Schweiger Dermatology 2014 - Present
Barclays Capital September 2008 - December 2009
Lehman Brothers June 2007 - September 2008
Lehman Brothers August 2004 - June 2007
Skills
Fixed Income, Financial Modeling, Derivatives, Capital Markets, Cross-functional Team..., Equities, Risk Management, Accounting, Management
Education
Weill Cornell Graduate School of Medical Sciences 2012 — 2014
Masters of Health Sciences, Physician Assistant
New York University - Leonard N. Stern School of Business 2007 — 2009
Masters of Business Administration, Finance
University of Maryland College Park 2000 — 2004
Bachelor of Science, Finance
Themis Askounis's Lehman Brothers Experience September 1983 - August 1988
Job Fixed Income Professional
Industry Financial Services
Experience
Morgan Stanley 1988 - Present
Lehman Brothers September 1983 - August 1988
Education
University of Illinois at Urbana-Champaign
BS, Psychology
Morgan Stanley 1988 - Present
Lehman Brothers September 1983 - August 1988
Education
University of Illinois at Urbana-Champaign
BS, Psychology
Ram Dharmarajan's Lehman Brothers Experience August 2001 - December 2004
Job EXECUTIVE CONSULTANT
Industry Management Consulting
Experience
DHARMA GLOBAL GROUP October 2009 - Present
NEW WORLD INVESTMENTS December 2004 - December 2006
Lehman Brothers August 2001 - December 2004
Skills
Public Speaking, Negotiation, Team Building, New Business Development, Management Consulting, Financial Analysis, Sales Management, Direct Sales, Account Management, Executive Management, New Business Acquisition, Venture Capital, Hedge Funds, Alternative Investments, Investment Banking, Consultative Selling
Education
University of Illinois at Urbana-Champaign 2007 — 2009
Master of Business Administration (MBA), finance
University of Michigan Business School 1997 — 2001
Bachelor of Science (BS), Economics
DHARMA GLOBAL GROUP October 2009 - Present
NEW WORLD INVESTMENTS December 2004 - December 2006
Lehman Brothers August 2001 - December 2004
Skills
Public Speaking, Negotiation, Team Building, New Business Development, Management Consulting, Financial Analysis, Sales Management, Direct Sales, Account Management, Executive Management, New Business Acquisition, Venture Capital, Hedge Funds, Alternative Investments, Investment Banking, Consultative Selling
Education
University of Illinois at Urbana-Champaign 2007 — 2009
Master of Business Administration (MBA), finance
University of Michigan Business School 1997 — 2001
Bachelor of Science (BS), Economics
John Scagnelli's Lehman Brothers Experience June 2007 - September 2008
Job Quality Control Specialist at JP Morgan Chase & Co.
Industry Real Estate
Experience
JP Morgan Chase & Co. November 2011 - Present
KJ Scags LLC August 2009 - November 2011
Barclays Capital September 2008 - August 2009
Lehman Brothers June 2007 - September 2008
Education
University of Maryland College Park 2003 — 2007
Bachelor of Science, Finance
JP Morgan Chase & Co. November 2011 - Present
KJ Scags LLC August 2009 - November 2011
Barclays Capital September 2008 - August 2009
Lehman Brothers June 2007 - September 2008
Education
University of Maryland College Park 2003 — 2007
Bachelor of Science, Finance
Deric Senne's Lehman Brothers Experience 1994 - 2007
Job Head Trader at Tristan Capital Partners
Industry Financial Services
Experience
Tristan Capital Partners October 2012 - December 2013
Citadel Investment Group March 2008 - March 2011
Lehman Brothers 1994 - 2007
Skills
Hedge Funds, Equities, Equity Trading, Options, Trading, Electronic Trading, Hedging, Financial Markets, Series 7, Equity Derivatives, Technical Analysis, Trading Strategies, Derivatives, ETFs, Preferred Stock, REIT
Education
University of Chicago 1992 — 1994
MBA, Finance
University of Illinois at Urbana-Champaign
BS, Finance
Tristan Capital Partners October 2012 - December 2013
Citadel Investment Group March 2008 - March 2011
Lehman Brothers 1994 - 2007
Skills
Hedge Funds, Equities, Equity Trading, Options, Trading, Electronic Trading, Hedging, Financial Markets, Series 7, Equity Derivatives, Technical Analysis, Trading Strategies, Derivatives, ETFs, Preferred Stock, REIT
Education
University of Chicago 1992 — 1994
MBA, Finance
University of Illinois at Urbana-Champaign
BS, Finance
Arthur Trestin's Lehman Brothers Experience September 2004 - March 2008
Job Sales & Marketing Analyst at City National Rochdale
Industry Financial Services
Experience
City National Rochdale December 2013 - Present
ICON Investments 2008 - 2013
Lehman Brothers September 2004 - March 2008
Neuberger Berman February 2003 - August 2004
Skills
Mutual Funds, Securities, Series 7, Series 63, Alternative Investments, Series 24, Separately Managed..., Investment Strategies, Portfolio Management
Education
UMass Boston 1991 — 1995
Economics
City National Rochdale December 2013 - Present
ICON Investments 2008 - 2013
Lehman Brothers September 2004 - March 2008
Neuberger Berman February 2003 - August 2004
Skills
Mutual Funds, Securities, Series 7, Series 63, Alternative Investments, Series 24, Separately Managed..., Investment Strategies, Portfolio Management
Education
UMass Boston 1991 — 1995
Economics
Sam Weinhoff's Lehman Brothers Experience 1984 - 1996
Job Consultant
Industry Financial Services
Experience
Self-employed 2000 - Present
Schroders 1997 - 2000
Lehman Brothers 1984 - 1996
Education
University of Pennsylvania - The Wharton School 1972 — 1974
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1968 — 1972
Bachelor's degree, Economics
Self-employed 2000 - Present
Schroders 1997 - 2000
Lehman Brothers 1984 - 1996
Education
University of Pennsylvania - The Wharton School 1972 — 1974
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1968 — 1972
Bachelor's degree, Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS