Lehman Brothers
Industry: Investment banking company
DescriptionLehman Brothers Holdings Inc. was a global financial services firm. Before filing for bankruptcy in 2008, Lehman was the fourth-largest investment bank in the United States, doing business in investment ... Ceased operations: 2008 Headquarters: New York City, New York, United States Number of employees: 26,200 (2008) Parent organizations: Lehman (Cayman Islands) Ltd, Lehman Brothers Holdings Subsidiaries: Trilantic Capital Partners, Founders: Henry Lehman, Emanuel Lehman, Mayer Lehman
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Lehman Brothers Employees
Employee
Years
Job
Industry
Andres Duarte Andres Duarte's Lehman Brothers Experience May 2006 - September 2008
Job Director
Industry Financial Services
Experience
Coatl Wealth January 2013 - Present
Barclays Wealth and Investment Management September 2008 - December 2012
Lehman Brothers May 2006 - September 2008
Skills
Operations Management, Business Strategy, Strategic Planning, Management, Process Improvement, Risk Management, Project Management, Leadership, Strategy, Team Building
Education
University of Miami 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Coatl Wealth January 2013 - Present
Barclays Wealth and Investment Management September 2008 - December 2012
Lehman Brothers May 2006 - September 2008
Skills
Operations Management, Business Strategy, Strategic Planning, Management, Process Improvement, Risk Management, Project Management, Leadership, Strategy, Team Building
Education
University of Miami 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Andrew Creech Andrew Creech's Lehman Brothers Experience July 2001 - September 2003
Job Network Architect at Verizon Enterprise Solutions
Industry Information Technology and Services
Experience
Verizon Enterprise Solutions August 2012 - Present
Presidio June 2011 - July 2012
QTS (Quality Technology Services) May 2008 - October 2010
Royal Resorts April 2006 - April 2008
IKON Office Solutions 2003 - 2005
Lehman Brothers July 2001 - September 2003
Skills
CCNP Certified, MCSE 2003, A+, N+, Data Center, Cloud Computing, Cisco Nexus, Microsoft Exchange, Disaster Recovery, AutoCAD, Pro Tools, Networking, PMP, Infrastructure, ITIL, Microsoft Certified..., Cisco Technologies, IT Management, WAN, VPN, Network Architecture, Firewalls, VMware, Servers, Virtualization, Switches, Network Security, Integration, LAN-WAN, Cisco IOS, Network Design, Routers, Storage Area Networks, Network Engineering, Routing
Education
University of Miami 1996 — 1999
Bachelor's degree, Music Business
Germantown Academy 1990 — 1995
High School Diploma
Verizon Enterprise Solutions August 2012 - Present
Presidio June 2011 - July 2012
QTS (Quality Technology Services) May 2008 - October 2010
Royal Resorts April 2006 - April 2008
IKON Office Solutions 2003 - 2005
Lehman Brothers July 2001 - September 2003
Skills
CCNP Certified, MCSE 2003, A+, N+, Data Center, Cloud Computing, Cisco Nexus, Microsoft Exchange, Disaster Recovery, AutoCAD, Pro Tools, Networking, PMP, Infrastructure, ITIL, Microsoft Certified..., Cisco Technologies, IT Management, WAN, VPN, Network Architecture, Firewalls, VMware, Servers, Virtualization, Switches, Network Security, Integration, LAN-WAN, Cisco IOS, Network Design, Routers, Storage Area Networks, Network Engineering, Routing
Education
University of Miami 1996 — 1999
Bachelor's degree, Music Business
Germantown Academy 1990 — 1995
High School Diploma
Joseph Rosenberg Joseph Rosenberg's Lehman Brothers Experience 2007 - 2008
Job Corporate Solutions Specialist at Nasdaq
Industry Capital Markets
Experience
Nasdaq 2013 - Present
Bridgewater Associates 2011 - 2012
Barclays Capital 2008 - 2011
Lehman Brothers 2007 - 2008
Lehman Brothers 2006 - 2006
Skills
Prime Brokerage, Securities Lending, Alternative Investments, Electronic Trading, Equities, Portfolio Management, Trading, Risk Management, Equity Trading, Capital Markets, Trading Strategies, Investor Relations, Investment Management, Investments, Relationship Management, Client Advisory, Negotiation, Project Management, Sales & Marketing, Business Development, Futures, Options, Portfolio Finance, Collateral Management, Bloomberg, Hedge Funds
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
BBA
New Trier High School 1999 — 2003
Winnetka, IL
Nasdaq 2013 - Present
Bridgewater Associates 2011 - 2012
Barclays Capital 2008 - 2011
Lehman Brothers 2007 - 2008
Lehman Brothers 2006 - 2006
Skills
Prime Brokerage, Securities Lending, Alternative Investments, Electronic Trading, Equities, Portfolio Management, Trading, Risk Management, Equity Trading, Capital Markets, Trading Strategies, Investor Relations, Investment Management, Investments, Relationship Management, Client Advisory, Negotiation, Project Management, Sales & Marketing, Business Development, Futures, Options, Portfolio Finance, Collateral Management, Bloomberg, Hedge Funds
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
BBA
New Trier High School 1999 — 2003
Winnetka, IL
Michael Schostak Michael Schostak's Lehman Brothers Experience August 2005 - February 2007
Job Corporate Finance and Strategy Consultant at Schostak Capital Advisors
Industry Management Consulting
Experience
Schostak Capital Advisors September 2014 - Present
Wayne State University May 2015 - Present
Bread Basket Deli Ventures May 2012 - August 2014
Energy Conversion Devices May 2011 - April 2012
Energy Conversion Devices June 2010 - May 2011
Energy Conversion Devices June 2009 - June 2010
DM3 Investments LLC February 2007 - June 2009
Lehman Brothers August 2005 - February 2007
Booz Allen Hamilton February 2002 - July 2003
Schostak Enterprises LLC May 2000 - January 2002
Skills
Strategy, Business Development, Financial Analysis, Private Equity, Venture Capital, Mergers & Acquisitions, Financial Modeling, Business Planning, Finance, Leadership, Investor Relations, Due Diligence, Investment Banking, Management Consulting, Strategic Financial..., Corporate Finance, M&A experience, Capital Markets, Management, Valuation, Capital Structure, Corporate Development, Competitive Analysis, Cross-functional Team..., Team Building, Corporate Communications, Real Estate, Solar Energy, Restaurants, Marketing Strategy, Marketing Management, Real Estate Transactions, Private Companies, Investments, Restaurant Management, New Restaurant Openings, Corporate Management, Public Companies, Marketing Communications, Defense Industry, Clean Technology, Solar, Real Estate Investment, Team Leadership, Analysis, IPO, Business Valuation, Executive Management, Divestitures, Start-ups
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 1997 — 2001
Bachelor of Science in Economics
Cranbrook Kingswood 1993 — 1997
Diploma
Hillel Day School 1985 — 1993
Schostak Capital Advisors September 2014 - Present
Wayne State University May 2015 - Present
Bread Basket Deli Ventures May 2012 - August 2014
Energy Conversion Devices May 2011 - April 2012
Energy Conversion Devices June 2010 - May 2011
Energy Conversion Devices June 2009 - June 2010
DM3 Investments LLC February 2007 - June 2009
Lehman Brothers August 2005 - February 2007
Booz Allen Hamilton February 2002 - July 2003
Schostak Enterprises LLC May 2000 - January 2002
Skills
Strategy, Business Development, Financial Analysis, Private Equity, Venture Capital, Mergers & Acquisitions, Financial Modeling, Business Planning, Finance, Leadership, Investor Relations, Due Diligence, Investment Banking, Management Consulting, Strategic Financial..., Corporate Finance, M&A experience, Capital Markets, Management, Valuation, Capital Structure, Corporate Development, Competitive Analysis, Cross-functional Team..., Team Building, Corporate Communications, Real Estate, Solar Energy, Restaurants, Marketing Strategy, Marketing Management, Real Estate Transactions, Private Companies, Investments, Restaurant Management, New Restaurant Openings, Corporate Management, Public Companies, Marketing Communications, Defense Industry, Clean Technology, Solar, Real Estate Investment, Team Leadership, Analysis, IPO, Business Valuation, Executive Management, Divestitures, Start-ups
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 1997 — 2001
Bachelor of Science in Economics
Cranbrook Kingswood 1993 — 1997
Diploma
Hillel Day School 1985 — 1993
Molly Piech Molly Piech's Lehman Brothers Experience June 2000 - August 2002
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Private Bank November 2014 - Present
William Blair & Company October 2013 - October 2014
UBS October 2002 - September 2013
Lehman Brothers June 2000 - August 2002
Skills
Series 7, Series 63, Series 65, Team Leadership
Education
University of Michigan 1996 — 2000
Bachelor of Arts (BA), Economics
J.P. Morgan Private Bank November 2014 - Present
William Blair & Company October 2013 - October 2014
UBS October 2002 - September 2013
Lehman Brothers June 2000 - August 2002
Skills
Series 7, Series 63, Series 65, Team Leadership
Education
University of Michigan 1996 — 2000
Bachelor of Arts (BA), Economics
Kelley Wilkins DeGennaro Kelley Wilkins DeGennaro's Lehman Brothers Experience 1997 - 2002
Job Operations Manager at Sarus LLC
Industry Financial Services
Experience
Sarus LLC February 2013 - Present
Lehman Brothers 1997 - 2002
Paloma Partners Management Company 1996 - 1997
Goldman Sachs 1991 - 1996
White & Case 1989 - 1991
Skills
Structured Equity..., High Net Worth..., Private Client Services, Marketing, Consultative Selling..., Educating, Sales Presentations, Sales Brochures, Investor Relations, Negotiation, Mediation, Team Leadership, Fixed Income, Equities, Legal Assistance
Education
New York University, Stern School of Business 1993 — 1996
MBA, Finance/International Business
University of Michigan 1985 — 1989
BA, Philosophy, Psychology
Sarus LLC February 2013 - Present
Lehman Brothers 1997 - 2002
Paloma Partners Management Company 1996 - 1997
Goldman Sachs 1991 - 1996
White & Case 1989 - 1991
Skills
Structured Equity..., High Net Worth..., Private Client Services, Marketing, Consultative Selling..., Educating, Sales Presentations, Sales Brochures, Investor Relations, Negotiation, Mediation, Team Leadership, Fixed Income, Equities, Legal Assistance
Education
New York University, Stern School of Business 1993 — 1996
MBA, Finance/International Business
University of Michigan 1985 — 1989
BA, Philosophy, Psychology
Ethan Keswin Ethan Keswin's Lehman Brothers Experience 1999 - 2003
Job Managing Partner ESK Management LLC
Industry Financial Services
Experience
ESK Management LLC January 2010 - Present
Bear Stearns 2003 - 2008
Lehman Brothers 1999 - 2003
Skills
Hedge Funds, Alternative Investments, Equities, Investments, Series 7, Capital Markets, Private Equity, Investment Banking, Series 63, Business Development
Education
University of Michigan 1995 — 1999
BA, Psychology
Armstrong High School 1991 — 1995
ESK Management LLC January 2010 - Present
Bear Stearns 2003 - 2008
Lehman Brothers 1999 - 2003
Skills
Hedge Funds, Alternative Investments, Equities, Investments, Series 7, Capital Markets, Private Equity, Investment Banking, Series 63, Business Development
Education
University of Michigan 1995 — 1999
BA, Psychology
Armstrong High School 1991 — 1995
David Feiner's Lehman Brothers Experience 2006 - 2007
Job Director of ECommerce at J.LINDEBERG
Industry Retail
Experience
J.LINDEBERG January 2015 - Present
Saks Fifth Avenue September 2014 - December 2014
Saks Fifth Avenue April 2014 - August 2014
Saks Fifth Avenue March 2013 - March 2014
Saks Fifth Avenue October 2011 - March 2013
Saks Fifth Avenue March 2010 - October 2011
Lenox Advisors June 2009 - May 2010
LifeSpring Brokerage June 2007 - May 2009
Lehman Brothers 2006 - 2007
IMG Media 2004 - 2007
Skills
Fashion, Merchandising, Retail, Trend Analysis, Apparel, Social Media, E-commerce, Social Media Marketing, Inventory Management, Microsoft Excel, Luxury Goods, Sales, Marketing, Marketing Strategy, Advertising, Digital Marketing, Trend, Strategic Planning, Customer Service, Market Research, Product Development, Social Networking, Styling, Competitive Analysis, Retail Buying, Merchandise Planning, Fashion Buying, Trend Forecasting, Multi-channel Retail, Sportswear, Online Marketing, Analytics, Creative Direction, Email Marketing, Digital Strategy, Digital Media, Online Advertising, Entrepreneurship, Forecasting, Open to Buy Management, Strategy
Education
American Film Institute 2001 — 2003
MFA, Film Producing
University of Michigan 1996 — 2000
BA, Organizational Business
Millburn High School 1993 — 1996
J.LINDEBERG January 2015 - Present
Saks Fifth Avenue September 2014 - December 2014
Saks Fifth Avenue April 2014 - August 2014
Saks Fifth Avenue March 2013 - March 2014
Saks Fifth Avenue October 2011 - March 2013
Saks Fifth Avenue March 2010 - October 2011
Lenox Advisors June 2009 - May 2010
LifeSpring Brokerage June 2007 - May 2009
Lehman Brothers 2006 - 2007
IMG Media 2004 - 2007
Skills
Fashion, Merchandising, Retail, Trend Analysis, Apparel, Social Media, E-commerce, Social Media Marketing, Inventory Management, Microsoft Excel, Luxury Goods, Sales, Marketing, Marketing Strategy, Advertising, Digital Marketing, Trend, Strategic Planning, Customer Service, Market Research, Product Development, Social Networking, Styling, Competitive Analysis, Retail Buying, Merchandise Planning, Fashion Buying, Trend Forecasting, Multi-channel Retail, Sportswear, Online Marketing, Analytics, Creative Direction, Email Marketing, Digital Strategy, Digital Media, Online Advertising, Entrepreneurship, Forecasting, Open to Buy Management, Strategy
Education
American Film Institute 2001 — 2003
MFA, Film Producing
University of Michigan 1996 — 2000
BA, Organizational Business
Millburn High School 1993 — 1996
Aaron Kriss's Lehman Brothers Experience 2004 - 2006
Job Attorney at Withers Bergman LLP
Industry Law Practice
Experience
Withers Bergman LLP September 2011 - Present
Withers Bergman LLP June 2010 - August 2010
Federal District Court, Southern District of New York May 2009 - August 2009
NorthPoint Solutions 2006 - 2007
Lehman Brothers 2004 - 2006
Skills
Income Tax
Education
University of Virginia School of Law 2008 — 2011
Doctor of Law (J.D.), Law
University of Miami 2000 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Withers Bergman LLP September 2011 - Present
Withers Bergman LLP June 2010 - August 2010
Federal District Court, Southern District of New York May 2009 - August 2009
NorthPoint Solutions 2006 - 2007
Lehman Brothers 2004 - 2006
Skills
Income Tax
Education
University of Virginia School of Law 2008 — 2011
Doctor of Law (J.D.), Law
University of Miami 2000 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Jessica Mato Jessica Mato's Lehman Brothers Experience 2003 - 2003
Job McDonald's Owner/ Operator
Industry Restaurants
Experience
Guidepoint Global 2008 - Present
McDonald's 2004 - Present
Lehman Brothers 2003 - 2003
Skills
Customer Service, Franchising, Financial Analysis, Sales Management, Management, Marketing, Social Media, Team Building, Budgets, New Business Development, Social Media Marketing, Public Relations, Strategic Planning, Leadership, Sales, Social Networking, Inventory Management, Event Planning
Education
University of Miami 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
Guidepoint Global 2008 - Present
McDonald's 2004 - Present
Lehman Brothers 2003 - 2003
Skills
Customer Service, Franchising, Financial Analysis, Sales Management, Management, Marketing, Social Media, Team Building, Budgets, New Business Development, Social Media Marketing, Public Relations, Strategic Planning, Leadership, Sales, Social Networking, Inventory Management, Event Planning
Education
University of Miami 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
Jay Cofresi Jay Cofresi's Lehman Brothers Experience January 2005 - December 2007
Job Vice President CAO Corporate Technology Services and Risk Capital Technology at Nomura
Industry Financial Services
Experience
Nomura Holdings Inc. July 2013 - Present
Nomura Holdings Inc. June 2010 - June 2013
Barclays Capital / Lehman Brothers January 2008 - June 2010
Lehman Brothers January 2005 - December 2007
Lehman Brothers July 2003 - January 2005
Lehman Brothers July 2002 - May 2003
Lehman Brothers July 2000 - July 2002
Skills
Expense Management, Financial Analysis, Expense Allocation, Financial Reporting, Financial Controlling, Essbase, Cognos, PeopleSoft, Microsoft Excel, PowerPoint, Strategic Financial..., Budget Process, Forecasting, Headcount Reporting, Strategic Planning, MIS, Investment Banking, Strategy, Finance, Analysis, Financial Modeling, Capital Markets, Financial Planning, Corporate Finance, Managerial Finance, Process Improvement, Budgets
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Finance/Entrepreneurship
University of Miami - School of Business 1996 — 2000
BBA, Finance
Mount Saint Michael 1992 — 1996
Nomura Holdings Inc. July 2013 - Present
Nomura Holdings Inc. June 2010 - June 2013
Barclays Capital / Lehman Brothers January 2008 - June 2010
Lehman Brothers January 2005 - December 2007
Lehman Brothers July 2003 - January 2005
Lehman Brothers July 2002 - May 2003
Lehman Brothers July 2000 - July 2002
Skills
Expense Management, Financial Analysis, Expense Allocation, Financial Reporting, Financial Controlling, Essbase, Cognos, PeopleSoft, Microsoft Excel, PowerPoint, Strategic Financial..., Budget Process, Forecasting, Headcount Reporting, Strategic Planning, MIS, Investment Banking, Strategy, Finance, Analysis, Financial Modeling, Capital Markets, Financial Planning, Corporate Finance, Managerial Finance, Process Improvement, Budgets
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Finance/Entrepreneurship
University of Miami - School of Business 1996 — 2000
BBA, Finance
Mount Saint Michael 1992 — 1996
Teodoro Bueres's Lehman Brothers Experience February 1995 - November 2006
Job Senior Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management November 2006 - Present
Lehman Brothers February 1995 - November 2006
Merrill Lynch September 1992 - February 1995
Education
University of Miami - School of Business
Bachelor of Arts (B.A.), Business Administration and Management, General
Westwood Christian
Morgan Stanley Private Wealth Management November 2006 - Present
Lehman Brothers February 1995 - November 2006
Merrill Lynch September 1992 - February 1995
Education
University of Miami - School of Business
Bachelor of Arts (B.A.), Business Administration and Management, General
Westwood Christian
Stacy A. Nagy's Lehman Brothers Experience October 2006 - October 2008
Job Senior Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte October 2014 - Present
Deloitte May 2013 - August 2013
Deloitte July 2012 - August 2012
Neuberger Berman November 2009 - June 2012
Neuberger Berman October 2008 - November 2009
Lehman Brothers October 2006 - October 2008
Skills
Series 7, Fixed Income, Strategy, Bloomberg, Management, Project Management, Data Analysis, Business Analysis, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Miami 2002 — 2006
BBA, Finance
Deloitte October 2014 - Present
Deloitte May 2013 - August 2013
Deloitte July 2012 - August 2012
Neuberger Berman November 2009 - June 2012
Neuberger Berman October 2008 - November 2009
Lehman Brothers October 2006 - October 2008
Skills
Series 7, Fixed Income, Strategy, Bloomberg, Management, Project Management, Data Analysis, Business Analysis, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Miami 2002 — 2006
BBA, Finance
Alex Constantin Alex Constantin's Lehman Brothers Experience July 2006 - August 2007
Job Associate at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management May 2015 - Present
JPMorgan Chase & Co. January 2015 - May 2015
JPMorgan Chase June 2013 - December 2014
JPMorgan Chase July 2011 - June 2013
Oppenheimer & Co. June 2010 - August 2010
Hall Capital Partners LLC June 2008 - August 2008
Lehman Brothers July 2006 - August 2007
Skills
Finance, Wealth Management, Strategic Financial..., Microsoft Office, Analysis, SharePoint, Pitch Books, Bloomberg, Cross-functional Team..., Investments, Morningstar, Corporate Finance, Building Relationships, Relationship Management, Public Speaking, Essbase, Visio, MS Project, Asset Management, Microsoft Excel, PowerPoint, Financial Analysis, Social Media, Financial Modeling, Financial Planning
Education
University of Massachusetts, Amherst 2007 — 2011
Bachelor of Business Administration (BBA), Cum Laude, Finance and Financial Management Services
J.P. Morgan Asset Management May 2015 - Present
JPMorgan Chase & Co. January 2015 - May 2015
JPMorgan Chase June 2013 - December 2014
JPMorgan Chase July 2011 - June 2013
Oppenheimer & Co. June 2010 - August 2010
Hall Capital Partners LLC June 2008 - August 2008
Lehman Brothers July 2006 - August 2007
Skills
Finance, Wealth Management, Strategic Financial..., Microsoft Office, Analysis, SharePoint, Pitch Books, Bloomberg, Cross-functional Team..., Investments, Morningstar, Corporate Finance, Building Relationships, Relationship Management, Public Speaking, Essbase, Visio, MS Project, Asset Management, Microsoft Excel, PowerPoint, Financial Analysis, Social Media, Financial Modeling, Financial Planning
Education
University of Massachusetts, Amherst 2007 — 2011
Bachelor of Business Administration (BBA), Cum Laude, Finance and Financial Management Services
Gaurav S Mani, CFA Gaurav S Mani, CFA's Lehman Brothers Experience November 2006 - June 2008
Job AVP at Deutsche Bank Securities
Industry Financial Services
Experience
Deutsche Bank Securities September 2010 - Present
Quant Capital, Ltd. March 2010 - June 2010
Lehman Brothers November 2006 - June 2008
BISYS-RK Alternative Investment Services (currently Citi Hedge Fund Services) October 2003 - October 2006
Skills
Trading, Valuation, Derivatives, Financial Modeling, Equities, Hedge Funds, Financial Analysis, Private Equity, Options, Investments, Finance, Credit, Competitive Analysis, Credit Analysis, Fixed Income, Capital Markets, Product Control, Interest Rate..., Equity Derivatives, Bloomberg, Structured Products, Mutual Funds
Education
University of Michigan 2008 — 2010
MSFE (Master of Science in Financial Engineering), ~100% finance-related courses: ~50% quantitative Masters finance courses, ~50% MBA finance courses
Washington University in St. Louis - Olin Business School 1999 — 2003
BSBA, Double Major in Finance & Computer Science
Deutsche Bank Securities September 2010 - Present
Quant Capital, Ltd. March 2010 - June 2010
Lehman Brothers November 2006 - June 2008
BISYS-RK Alternative Investment Services (currently Citi Hedge Fund Services) October 2003 - October 2006
Skills
Trading, Valuation, Derivatives, Financial Modeling, Equities, Hedge Funds, Financial Analysis, Private Equity, Options, Investments, Finance, Credit, Competitive Analysis, Credit Analysis, Fixed Income, Capital Markets, Product Control, Interest Rate..., Equity Derivatives, Bloomberg, Structured Products, Mutual Funds
Education
University of Michigan 2008 — 2010
MSFE (Master of Science in Financial Engineering), ~100% finance-related courses: ~50% quantitative Masters finance courses, ~50% MBA finance courses
Washington University in St. Louis - Olin Business School 1999 — 2003
BSBA, Double Major in Finance & Computer Science
Isaiah Orlen's Lehman Brothers Experience September 2001 - July 2002
Job Vice President of the Eastern Region at Toast Spirits, LLC
Industry Marketing and Advertising
Experience
Toast Spirits, LLC February 2015 - Present
Southern Wine & Spirits June 2013 - February 2015
Las Vegas Sands Corporation January 2013 - May 2013
Las Vegas Sands Corporation September 2008 - December 2012
Maximum Impact Associates, LLC September 2006 - August 2008
Southern Wine & Spirits March 2005 - March 2006
Hall, David and Joseph May 2004 - August 2004
Lehman Brothers September 2001 - July 2002
Firestone Capital Management May 2000 - May 2001
Skills
Hospitality, Market Planning, New Business Development, Sponsorship, Entertainment, Food & Beverage, Brand Development, Marketing Strategy, Contract Negotiations, Business Strategy, Event Management, Strategic Planning, Social Media Marketing, Budgeting, Advertising, Strategic Partnerships, Business Planning, Negotiation, Contract Negotiation, Budgets
Education
University of Miami - School of Business 2004 — 2006
MBA, International Business Transactions
University of Miami School of Law 2002 — 2006
JD, International Business Transactions and Real Estate
University of Miami 1997 — 2006
BBA/JD/MBA, Finance/International Business Transactions
University of Miami - School of Business 1997 — 2001
BBA, Finance
Toast Spirits, LLC February 2015 - Present
Southern Wine & Spirits June 2013 - February 2015
Las Vegas Sands Corporation January 2013 - May 2013
Las Vegas Sands Corporation September 2008 - December 2012
Maximum Impact Associates, LLC September 2006 - August 2008
Southern Wine & Spirits March 2005 - March 2006
Hall, David and Joseph May 2004 - August 2004
Lehman Brothers September 2001 - July 2002
Firestone Capital Management May 2000 - May 2001
Skills
Hospitality, Market Planning, New Business Development, Sponsorship, Entertainment, Food & Beverage, Brand Development, Marketing Strategy, Contract Negotiations, Business Strategy, Event Management, Strategic Planning, Social Media Marketing, Budgeting, Advertising, Strategic Partnerships, Business Planning, Negotiation, Contract Negotiation, Budgets
Education
University of Miami - School of Business 2004 — 2006
MBA, International Business Transactions
University of Miami School of Law 2002 — 2006
JD, International Business Transactions and Real Estate
University of Miami 1997 — 2006
BBA/JD/MBA, Finance/International Business Transactions
University of Miami - School of Business 1997 — 2001
BBA, Finance
Lesli Fellman Lesli Fellman's Lehman Brothers Experience 1984 - 1987
Job VP Finance/ Founder at IR2Dx, Inc.
Industry Biotechnology
Experience
IR2Dx, Inc. 2008 - Present
Vertical Group 1998 - 2012
Colliers International 2004 - 2008
ClearCreek Partners 2000 - 2002
The Morlin Group 1996 - 1998
Sentinel Real Estate Corporation 1988 - 1995
Lehman Brothers 1984 - 1987
Deloitte & Touche, LLP 1979 - 1981
Skills
Due Diligence, Finance, Disposition, Private Equity, Corporate Finance, Real Estate, Real Estate Economics, Venture Capital, Financial Analysis, Tax, Commercial Real Estate, Contract Negotiation, Investment Banking, Mergers & Acquisitions, Valuation, Corporate Real Estate, Mergers
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance
University of Southern California 1981 — 1982
Masters in Business Taxation
University of Michigan 1975 — 1978
Bachelor of General Studies, Concentration in Accounting
IR2Dx, Inc. 2008 - Present
Vertical Group 1998 - 2012
Colliers International 2004 - 2008
ClearCreek Partners 2000 - 2002
The Morlin Group 1996 - 1998
Sentinel Real Estate Corporation 1988 - 1995
Lehman Brothers 1984 - 1987
Deloitte & Touche, LLP 1979 - 1981
Skills
Due Diligence, Finance, Disposition, Private Equity, Corporate Finance, Real Estate, Real Estate Economics, Venture Capital, Financial Analysis, Tax, Commercial Real Estate, Contract Negotiation, Investment Banking, Mergers & Acquisitions, Valuation, Corporate Real Estate, Mergers
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance
University of Southern California 1981 — 1982
Masters in Business Taxation
University of Michigan 1975 — 1978
Bachelor of General Studies, Concentration in Accounting
Jeff Drott Jeff Drott's Lehman Brothers Experience October 1993 - March 1995
Job Managing Director, MountainView Capital Group
Industry Capital Markets
Experience
MountainView Capital Group, LLC July 2010 - Present
Hermitage Funding December 2008 - January 2010
Beltway Capital January 2008 - December 2008
American Residential Equities January 2006 - October 2007
SN Servicing December 2003 - January 2006
Bear Stearns March 1995 - May 1996
Lehman Brothers October 1993 - March 1995
Education
University of Michigan 1987 — 1991
BA
MountainView Capital Group, LLC July 2010 - Present
Hermitage Funding December 2008 - January 2010
Beltway Capital January 2008 - December 2008
American Residential Equities January 2006 - October 2007
SN Servicing December 2003 - January 2006
Bear Stearns March 1995 - May 1996
Lehman Brothers October 1993 - March 1995
Education
University of Michigan 1987 — 1991
BA
Amy Bergen Amy Bergen's Lehman Brothers Experience August 2007 - October 2008
Job Curriculum Developer
Industry Information Technology and Services
Experience
ServiceNow March 2013 - Present
Nomura Securities April 2010 - March 2012
NYSE Euronext August 2009 - May 2010
Lehman Brothers August 2007 - October 2008
U.S. News & World Report January 2006 - June 2006
Skills
Corporate Communications, Project Planning, Product Management, IT Management, Project Management, Program Management, Team Leadership, Strategic Communications, IT Service Management, ITIL, Change Management, SDLC, Software Documentation, SaaS, Marketing Communications, Training, Business Analysis, Cloud Computing, Integration, Management, Service-Now
Education
University of Massachusetts, Amherst 1999 — 2003
BA, Communications
ServiceNow March 2013 - Present
Nomura Securities April 2010 - March 2012
NYSE Euronext August 2009 - May 2010
Lehman Brothers August 2007 - October 2008
U.S. News & World Report January 2006 - June 2006
Skills
Corporate Communications, Project Planning, Product Management, IT Management, Project Management, Program Management, Team Leadership, Strategic Communications, IT Service Management, ITIL, Change Management, SDLC, Software Documentation, SaaS, Marketing Communications, Training, Business Analysis, Cloud Computing, Integration, Management, Service-Now
Education
University of Massachusetts, Amherst 1999 — 2003
BA, Communications
Rachel Sky Rachel Sky's Lehman Brothers Experience June 2004 - September 2008
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. August 2015 - Present
Barclays Capital October 2008 - August 2015
Lehman Brothers June 2004 - September 2008
The Gary Stock Company February 2003 - June 2004
SkySolve Computer Solutions September 2001 - February 2003
Altaboom Technologies June 2000 - September 2001
Visions Media FX Corp September 1999 - June 2000
Inspired Arts Digital Media Group September 1998 - September 1999
MyCity.com (Spin off of Guru Communications) February 1997 - September 1998
Skills
Investment Banking, Program Management, Trading Systems, HTML, Financial Analysis, Sybase, Fixed Income, Market Data, Integrated Marketing, SOA, Integration, Data Center, Electronic Trading, Finance, Equities, Solaris, Web Services, Web Design, Servers, Linux, Apache, Perl, Unix, SQL, Databases
Education
University of Massachusetts, Amherst 1993 — 1997
Bachelor of Arts (BA), Communications
Pennsylvania State University - State College 1992 — 1993
Communications and Sports Broadcasting
JPMorgan Chase & Co. August 2015 - Present
Barclays Capital October 2008 - August 2015
Lehman Brothers June 2004 - September 2008
The Gary Stock Company February 2003 - June 2004
SkySolve Computer Solutions September 2001 - February 2003
Altaboom Technologies June 2000 - September 2001
Visions Media FX Corp September 1999 - June 2000
Inspired Arts Digital Media Group September 1998 - September 1999
MyCity.com (Spin off of Guru Communications) February 1997 - September 1998
Skills
Investment Banking, Program Management, Trading Systems, HTML, Financial Analysis, Sybase, Fixed Income, Market Data, Integrated Marketing, SOA, Integration, Data Center, Electronic Trading, Finance, Equities, Solaris, Web Services, Web Design, Servers, Linux, Apache, Perl, Unix, SQL, Databases
Education
University of Massachusetts, Amherst 1993 — 1997
Bachelor of Arts (BA), Communications
Pennsylvania State University - State College 1992 — 1993
Communications and Sports Broadcasting
Robin Adwar Robin Adwar's Lehman Brothers Experience 1993 - 1994
Job Leadership/Business Consultant, Executive Coach, HR Consultant, Certified Facilitator, Certified in Assessment Tools
Industry Management Consulting
Experience
SoundBoard Consulting Group December 2001 - Present
YMHA September 1999 - December 2001
R&D Consulting September 1998 - May 2001
SALOMON SMITH BARNEY 1994 - 1998
Lehman Brothers 1993 - 1994
Shearson Lehman Brothers 1989 - 1993
J.M. Talco 1988 - 1989
Skills
Conflict Resolution, Facilitators, Executive Coaching, Leadership Development, Performance Management, Employee Benefits, Employee Relations, Organizational Design, Workshop Facilitation, Strategy, Emotional Intelligence, Entrepreneurship, Organizational..., Executive Development, Leadership, Recruiting, MBTI, Training, Policy, Talent Management, Coaching, Management Development, Organizational..., Career Transition..., Culture Change, Consulting, Succession Planning, Career Development, Personal Development
Education
The Coaches Training Institute 2006 — 2010
Certification near complete, Executive Business Coaching
Profiles International 2007 — 2007
Certification, Usage and Delivery of Multiple Assessment Tools
Interaction Associates 2004 — 2005
Certification, Essential Facilitation Skills
University of Massachusetts, Amherst 1984 — 1988
B.S., Language/History
Walt Whitman High School 1980 — 1984
SoundBoard Consulting Group December 2001 - Present
YMHA September 1999 - December 2001
R&D Consulting September 1998 - May 2001
SALOMON SMITH BARNEY 1994 - 1998
Lehman Brothers 1993 - 1994
Shearson Lehman Brothers 1989 - 1993
J.M. Talco 1988 - 1989
Skills
Conflict Resolution, Facilitators, Executive Coaching, Leadership Development, Performance Management, Employee Benefits, Employee Relations, Organizational Design, Workshop Facilitation, Strategy, Emotional Intelligence, Entrepreneurship, Organizational..., Executive Development, Leadership, Recruiting, MBTI, Training, Policy, Talent Management, Coaching, Management Development, Organizational..., Career Transition..., Culture Change, Consulting, Succession Planning, Career Development, Personal Development
Education
The Coaches Training Institute 2006 — 2010
Certification near complete, Executive Business Coaching
Profiles International 2007 — 2007
Certification, Usage and Delivery of Multiple Assessment Tools
Interaction Associates 2004 — 2005
Certification, Essential Facilitation Skills
University of Massachusetts, Amherst 1984 — 1988
B.S., Language/History
Walt Whitman High School 1980 — 1984
Brett Houghton Brett Houghton's Lehman Brothers Experience May 1998 - April 2008
Job Managing Principal at Fermat Capital Management, LLC
Industry Capital Markets
Experience
Fermat Capital Management, LLC October 2010 - Present
Rochdale Securities May 2009 - October 2010
Aon Benfield Securities April 2008 - May 2009
Lehman Brothers May 1998 - April 2008
Prudential Financial August 1995 - May 1998
Education
University of Michigan 1992 — 1995
BS, Mathematics / Statistics
Fermat Capital Management, LLC October 2010 - Present
Rochdale Securities May 2009 - October 2010
Aon Benfield Securities April 2008 - May 2009
Lehman Brothers May 1998 - April 2008
Prudential Financial August 1995 - May 1998
Education
University of Michigan 1992 — 1995
BS, Mathematics / Statistics
Josh Jacobs Josh Jacobs's Lehman Brothers Experience 2000 - 2002
Job VP, Strategic Planning, Anne Arundel Medical Center
Industry Hospital & Health Care
Experience
Anne Arundel Medical Center November 2014 - Present
Kaiser Permanente May 2004 - October 2014
Lehman Brothers 2000 - 2002
Merrill Lynch 1996 - 1999
Skills
Business Strategy, Financial Analysis, Financial Modeling, Forecasting, Business Performance..., Business Planning, Strategic Planning, Change Management, Healthcare, Analytics, Process Improvement, Medicare, Medicare Part D, Hospitals, Healthcare Information..., Managed Care, Strategic Financial..., EMR, Business Process..., Data Analysis, Disease Management, HIPAA, Program Management, Cross-functional Team..., Healthcare Management, Strategy, Leadership, Management Consulting, EHR, Health Policy, Healthcare Consulting, Performance Improvement, Health Insurance, Revenue Cycle, Policy, Epic Systems, Healthcare Industry, Quality Improvement, Team Building, Business Analysis, Informatics, Analysis, PMP
Education
NYU Stern School of Business 1999 — 2001
Master of Business Administration (MBA), Finance, General
University of Michigan 1988 — 1992
Bachelor's degree, Psychology
Anne Arundel Medical Center November 2014 - Present
Kaiser Permanente May 2004 - October 2014
Lehman Brothers 2000 - 2002
Merrill Lynch 1996 - 1999
Skills
Business Strategy, Financial Analysis, Financial Modeling, Forecasting, Business Performance..., Business Planning, Strategic Planning, Change Management, Healthcare, Analytics, Process Improvement, Medicare, Medicare Part D, Hospitals, Healthcare Information..., Managed Care, Strategic Financial..., EMR, Business Process..., Data Analysis, Disease Management, HIPAA, Program Management, Cross-functional Team..., Healthcare Management, Strategy, Leadership, Management Consulting, EHR, Health Policy, Healthcare Consulting, Performance Improvement, Health Insurance, Revenue Cycle, Policy, Epic Systems, Healthcare Industry, Quality Improvement, Team Building, Business Analysis, Informatics, Analysis, PMP
Education
NYU Stern School of Business 1999 — 2001
Master of Business Administration (MBA), Finance, General
University of Michigan 1988 — 1992
Bachelor's degree, Psychology
Arthur Grymes Arthur Grymes's Lehman Brothers Experience January 1996 - January 2001
Job Sr VP Sales & Trading Fusion Analytics
Industry Financial Services
Experience
Fusion Analytics Securities LLC March 2007 - Present
Bear Stearns February 2001 - March 2002
Lehman Brothers January 1996 - January 2001
JP Morgan July 1994 - May 1996
Skills
Equities, Trading, Market Making, Trading Strategies, Securities, Series 7, Series 63, Equity Trading, Asset Managment, Proprietary Trading, Portfolio Management, Hedge Funds, Investments, Bloomberg, Alternative Investments, Options, Asset Allocation, Capital Markets, Equity Research, Asset Management
Education
University of Miami - School of Business 1978 — 1982
BBA, Business Administration and Management, General
Millbrook 1974 — 1978
Fusion Analytics Securities LLC March 2007 - Present
Bear Stearns February 2001 - March 2002
Lehman Brothers January 1996 - January 2001
JP Morgan July 1994 - May 1996
Skills
Equities, Trading, Market Making, Trading Strategies, Securities, Series 7, Series 63, Equity Trading, Asset Managment, Proprietary Trading, Portfolio Management, Hedge Funds, Investments, Bloomberg, Alternative Investments, Options, Asset Allocation, Capital Markets, Equity Research, Asset Management
Education
University of Miami - School of Business 1978 — 1982
BBA, Business Administration and Management, General
Millbrook 1974 — 1978
Kathy Hansen's Lehman Brothers Experience 1993 - 1995
Job Senior Director at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. 2007 - Present
Citigroup, Citicorp Investment Services 2000 - 2007
Smith Barney 1995 - 1999
Lehman Brothers 1993 - 1995
Shearson 1977 - 1992
Education
University of Miami
BA, English/Marketing
Oppenheimer & Co. Inc. 2007 - Present
Citigroup, Citicorp Investment Services 2000 - 2007
Smith Barney 1995 - 1999
Lehman Brothers 1993 - 1995
Shearson 1977 - 1992
Education
University of Miami
BA, English/Marketing
Caitlin (Hughes) Albanese's Lehman Brothers Experience May 2008 - August 2008
Job Assistant Vice President at Barclays
Industry Financial Services
Experience
Barclays Investment Bank August 2011 - Present
Barclays Investment Bank July 2009 - August 2011
Lehman Brothers May 2008 - August 2008
SunTrust Bank May 2007 - August 2007
Education
University of Miami - School of Business 2005 — 2009
BA, Double Major - Finance & Accounting
Barclays Investment Bank August 2011 - Present
Barclays Investment Bank July 2009 - August 2011
Lehman Brothers May 2008 - August 2008
SunTrust Bank May 2007 - August 2007
Education
University of Miami - School of Business 2005 — 2009
BA, Double Major - Finance & Accounting
Rowen Negrin Rowen Negrin's Lehman Brothers Experience January 1987 - March 1990
Job Former CEO, President at Gulf Stream Turbines LLC
Industry Utilities
Experience
Gulf Stream Turbines February 2009 - December 2014
Rowen Negrin and Associates June 1993 - October 2007
Merrill Lynch April 1990 - May 1993
Lehman Brothers January 1987 - March 1990
Poppy's Restaurant January 1980 - November 1986
The Chia Pet September 1972 - 1979
Skills
Business Strategy, Climate Change, Corporate Social..., Customer Service, Energy Efficiency, Entrepreneurship, Environmental Awareness, Manufacturing, Marketing, Marketing Strategy, Microsoft Word, Private Equity, Public Speaking, Renewable Energy, Social Media, Start-ups, Strategic Planning, Team Building
Education
University of Miami
BA, Theatre Arts
Gulf Stream Turbines February 2009 - December 2014
Rowen Negrin and Associates June 1993 - October 2007
Merrill Lynch April 1990 - May 1993
Lehman Brothers January 1987 - March 1990
Poppy's Restaurant January 1980 - November 1986
The Chia Pet September 1972 - 1979
Skills
Business Strategy, Climate Change, Corporate Social..., Customer Service, Energy Efficiency, Entrepreneurship, Environmental Awareness, Manufacturing, Marketing, Marketing Strategy, Microsoft Word, Private Equity, Public Speaking, Renewable Energy, Social Media, Start-ups, Strategic Planning, Team Building
Education
University of Miami
BA, Theatre Arts
Brian Schrag CFP® Brian Schrag CFP®'s Lehman Brothers Experience October 1991 - February 1993
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2010 - Present
Northern Trust Securities Inc. February 1993 - March 2010
Lehman Brothers October 1991 - February 1993
Skills
Investments, Fixed Income, Retirement Planning, 401k Rollovers, Finance, Retirement, Mutual Funds, Asset Allocation, Securities, Long-term Care, Investment Strategies, Alternative Investments, Employee Benefits, Financial Services
Education
University of Michigan 1985 — 1989
BA, English
Reeths Puffer High School 1983 — 1985
Wells Fargo Advisors, LLC March 2010 - Present
Northern Trust Securities Inc. February 1993 - March 2010
Lehman Brothers October 1991 - February 1993
Skills
Investments, Fixed Income, Retirement Planning, 401k Rollovers, Finance, Retirement, Mutual Funds, Asset Allocation, Securities, Long-term Care, Investment Strategies, Alternative Investments, Employee Benefits, Financial Services
Education
University of Michigan 1985 — 1989
BA, English
Reeths Puffer High School 1983 — 1985
John P. Roulett John P. Roulett's Lehman Brothers Experience August 1985 - October 1995
Job Founder / Principal of Wheelhouse Solutions,LLC.
Industry Management Consulting
Experience
Wheelhouse Solutions,LLC. January 2004 - Present
Wheelhouse Solutions, LLC January 2004 - Present
AMERICAN CAPITAL ACCESS May 1999 - January 2004
EDUCATIONAL SECURITIES April 1999 - May 1999
DAVID LERNER & ASSOC March 1998 - April 1999
Cambridge Partners May 1997 - January 1998
DILLON, READ April 1996 - April 1997
CHAPDELAINE & CO November 1995 - April 1996
Lehman Brothers August 1985 - October 1995
Municipal September 1987 - April 1990
Skills
Recruiting, Budgets, Investments, Financial Modeling, Bonds, Management, Investment Banking, Sales, Executive Management, Product Management, Insurance, Strategic Planning, Negotiation, Customer Service, Pricing, Financial Analysis, Risk Management, Strategic Financial..., Microsoft Excel, Business Planning, Microsoft Office, Access, Finance, Banking, Leadership, Analysis, Financial Planning
Education
University of Miami 1976 — 1982
Bachelor, Business AdministrationBusiness Management
Canterbury School 1973 — 1976
High School Diploma, General Studies
The Hill School 1971 — 1973
Southeast Florida Institute of Criminal Justice
Deputy Sheriff Training, Police Academy
Wheelhouse Solutions,LLC. January 2004 - Present
Wheelhouse Solutions, LLC January 2004 - Present
AMERICAN CAPITAL ACCESS May 1999 - January 2004
EDUCATIONAL SECURITIES April 1999 - May 1999
DAVID LERNER & ASSOC March 1998 - April 1999
Cambridge Partners May 1997 - January 1998
DILLON, READ April 1996 - April 1997
CHAPDELAINE & CO November 1995 - April 1996
Lehman Brothers August 1985 - October 1995
Municipal September 1987 - April 1990
Skills
Recruiting, Budgets, Investments, Financial Modeling, Bonds, Management, Investment Banking, Sales, Executive Management, Product Management, Insurance, Strategic Planning, Negotiation, Customer Service, Pricing, Financial Analysis, Risk Management, Strategic Financial..., Microsoft Excel, Business Planning, Microsoft Office, Access, Finance, Banking, Leadership, Analysis, Financial Planning
Education
University of Miami 1976 — 1982
Bachelor, Business AdministrationBusiness Management
Canterbury School 1973 — 1976
High School Diploma, General Studies
The Hill School 1971 — 1973
Southeast Florida Institute of Criminal Justice
Deputy Sheriff Training, Police Academy
Celine Ernst Celine Ernst's Lehman Brothers Experience September 2006 - October 2007
Job Vice President Investment Specialist at Citi Private Bank
Industry Banking
Experience
Citi Private Bank Latin America March 2010 - Present
Citi Private Bank October 2007 - March 2010
Lehman Brothers September 2006 - October 2007
Skills
Fixed Income, Series 7, Alternative Investments, Capital Markets, Hedge Funds, Equities, Wealth Management, Derivatives, Private Banking, Portfolio Management, Financial Markets, Securities, Asset Management, Investment Banking, Investment Strategies, Emerging Markets, Bloomberg, Structured Products, Asset Allocation, Wealth Management..., FX Options, Series 63, Bonds, Trading, Investment Advisory, Mutual Funds, Investments, Equity Derivatives, Options, Financial Services
Education
University of Miami - School of Business 2003 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Citi Private Bank Latin America March 2010 - Present
Citi Private Bank October 2007 - March 2010
Lehman Brothers September 2006 - October 2007
Skills
Fixed Income, Series 7, Alternative Investments, Capital Markets, Hedge Funds, Equities, Wealth Management, Derivatives, Private Banking, Portfolio Management, Financial Markets, Securities, Asset Management, Investment Banking, Investment Strategies, Emerging Markets, Bloomberg, Structured Products, Asset Allocation, Wealth Management..., FX Options, Series 63, Bonds, Trading, Investment Advisory, Mutual Funds, Investments, Equity Derivatives, Options, Financial Services
Education
University of Miami - School of Business 2003 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Adam Root Adam Root's Lehman Brothers Experience July 2005 - September 2008
Job Director at Guggenheim Partners
Industry Capital Markets
Experience
Guggenheim Partners 2009 - Present
Barclays Capital September 2008 - April 2009
Lehman Brothers July 2005 - September 2008
Skills
Alternative Investments, Bloomberg, Capital Markets, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Valuation, Bonds, Structured Products, Portfolio Management
Education
University of Michigan 2001 — 2005
BA, Economics
Guggenheim Partners 2009 - Present
Barclays Capital September 2008 - April 2009
Lehman Brothers July 2005 - September 2008
Skills
Alternative Investments, Bloomberg, Capital Markets, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Valuation, Bonds, Structured Products, Portfolio Management
Education
University of Michigan 2001 — 2005
BA, Economics
Ellen Su Ellen Su's Lehman Brothers Experience 1996 - 1996
Job Consultant at Park City Finance
Industry Financial Services
Experience
Park City Finance LLC 2011 - Present
UBS Warburg Energy 2002 - 2003
Enron 2000 - 2002
Munder Capital Management 1997 - 2000
Lehman Brothers 1996 - 1996
Enron 1993 - 1995
Skills
Business Intelligence, Data Analysis, PowerPivot, Portfolio Management, Financial Modeling, Analytics, Financial Analysis, SQL, Derivatives, Equities, Options, Fixed Income, Trading, Swaps, Hedging
Education
Wharton School, University of Pennsylvania 1989 — 1992
Bachelor of Science (B.S.), Economics, concentrations in Finance and Accounting
University of Michigan - Stephen M. Ross School of Business 1995 — 1997
Master of Business Administration (M.B.A.), Finance and Mangement
Park City Finance LLC 2011 - Present
UBS Warburg Energy 2002 - 2003
Enron 2000 - 2002
Munder Capital Management 1997 - 2000
Lehman Brothers 1996 - 1996
Enron 1993 - 1995
Skills
Business Intelligence, Data Analysis, PowerPivot, Portfolio Management, Financial Modeling, Analytics, Financial Analysis, SQL, Derivatives, Equities, Options, Fixed Income, Trading, Swaps, Hedging
Education
Wharton School, University of Pennsylvania 1989 — 1992
Bachelor of Science (B.S.), Economics, concentrations in Finance and Accounting
University of Michigan - Stephen M. Ross School of Business 1995 — 1997
Master of Business Administration (M.B.A.), Finance and Mangement
Bill Reardon Bill Reardon's Lehman Brothers Experience June 2007 - July 2008
Job National Operations Manager for Veterans United
Industry Financial Services
Experience
Veterans United Home Loans February 2012 - Present
MetLife Home Loans July 2009 - February 2012
Lehman Brothers June 2007 - July 2008
BankUnited 2007 - 2007
Meritage Mortgage a division of Netbank 2005 - 2007
Wells Fargo Home Mortgage 2004 - 2005
CitiMortgage 2002 - 2004
Commonwealth National Mortgage 1994 - 2002
Skills
Underwriting, Call Center, Process Improvement, Cost Analysis, Compliance, Sales, Human Resources, Information Technology, Mortgage Banking, Mortgage Lending, Loans, Credit, Loan Origination, Risk Management, Credit Analysis, Residential Mortgages, Mortgage Underwriting, FHA, Operations Management, Team Building, Change Management, Refinance, Strategic Planning, Vendor Management, Sales Management, Project Management, Team Leadership, Leadership, Customer Service, Recruiting, P&L Management, Performance Management, Forecasting, Coaching, Six Sigma, Business Process..., Banking, USDA, Training, FHA financing, VA loans, Loan Servicing, Budgets, Credit Risk, Management, Call Centers, Mortgage Servicing, Employee Training, Loss Mitigation, Vendor Contracts
Education
University of Michigan 1987 — 1992
Business Management & Computer Science
Veterans United Home Loans February 2012 - Present
MetLife Home Loans July 2009 - February 2012
Lehman Brothers June 2007 - July 2008
BankUnited 2007 - 2007
Meritage Mortgage a division of Netbank 2005 - 2007
Wells Fargo Home Mortgage 2004 - 2005
CitiMortgage 2002 - 2004
Commonwealth National Mortgage 1994 - 2002
Skills
Underwriting, Call Center, Process Improvement, Cost Analysis, Compliance, Sales, Human Resources, Information Technology, Mortgage Banking, Mortgage Lending, Loans, Credit, Loan Origination, Risk Management, Credit Analysis, Residential Mortgages, Mortgage Underwriting, FHA, Operations Management, Team Building, Change Management, Refinance, Strategic Planning, Vendor Management, Sales Management, Project Management, Team Leadership, Leadership, Customer Service, Recruiting, P&L Management, Performance Management, Forecasting, Coaching, Six Sigma, Business Process..., Banking, USDA, Training, FHA financing, VA loans, Loan Servicing, Budgets, Credit Risk, Management, Call Centers, Mortgage Servicing, Employee Training, Loss Mitigation, Vendor Contracts
Education
University of Michigan 1987 — 1992
Business Management & Computer Science
Carmina Pérez Carmina Pérez's Lehman Brothers Experience 1988 - 1997
Job Digital Marketing Professional
Industry Marketing and Advertising
Experience
Affinity Health Plan July 2011 - May 2015
Social Media Marketing Consultant February 2007 - July 2012
Social Media News NY June 2011 - July 2011
AOL Latino July 2005 - May 2006
CNN Financial News June 1998 - December 2004
Lehman Brothers 1988 - 1997
Skills
Digital Marketing, Digital Strategy, Social Media Marketing, Bilingual, SEO, Facebook, Twitter, YouTube, Marketing Strategy, Blogging, Content Management, Content Development, Google Analytics, Web 2.0, Email Marketing, Marketing, Social Media, Online Marketing, Editing, Digital Media, Newsletters, Content Strategy, Entrepreneurship, Community Management, Public Relations, Media Relations, Spanish, Video, Web Content, Online Advertising, Web Marketing, Editorial, Brand Awareness
Education
University of Miami 1978 — 1982
BA, Finance
Dana Hall School 1974 — 1977
High School
Affinity Health Plan July 2011 - May 2015
Social Media Marketing Consultant February 2007 - July 2012
Social Media News NY June 2011 - July 2011
AOL Latino July 2005 - May 2006
CNN Financial News June 1998 - December 2004
Lehman Brothers 1988 - 1997
Skills
Digital Marketing, Digital Strategy, Social Media Marketing, Bilingual, SEO, Facebook, Twitter, YouTube, Marketing Strategy, Blogging, Content Management, Content Development, Google Analytics, Web 2.0, Email Marketing, Marketing, Social Media, Online Marketing, Editing, Digital Media, Newsletters, Content Strategy, Entrepreneurship, Community Management, Public Relations, Media Relations, Spanish, Video, Web Content, Online Advertising, Web Marketing, Editorial, Brand Awareness
Education
University of Miami 1978 — 1982
BA, Finance
Dana Hall School 1974 — 1977
High School
Gregg Knepper's Lehman Brothers Experience October 2006 - June 2008
Job Insurance Advisor, Cybersecurity and Workers Compensation expert
Industry Financial Services
Experience
Integrated Coverage Group May 2012 - Present
Risk Strategies Company September 2009 - April 2012
R3 Capital Partners June 2008 - October 2008
Lehman Brothers October 2006 - June 2008
Neuberger Berman January 2004 - October 2006
Skills
Financial Services, Construction, Renewable Energy, Insurance, Negotiation, Risk Management, Life Insurance, Employee Benefits, Healthcare, Real Estate, Disability Insurance, Customer Service, Leadership, Analysis, Professional Liability, Health Insurance, Property & Casualty..., New Business Development, Management, Strategic Planning, Portfolio Management, Workers Compensation, Business Planning, Sales, Umbrella Insurance, Financial Risk, Legal Liability, Term Life Insurance, Brokers
Education
University of Michigan 1998 — 2002
Jericho High School
Integrated Coverage Group May 2012 - Present
Risk Strategies Company September 2009 - April 2012
R3 Capital Partners June 2008 - October 2008
Lehman Brothers October 2006 - June 2008
Neuberger Berman January 2004 - October 2006
Skills
Financial Services, Construction, Renewable Energy, Insurance, Negotiation, Risk Management, Life Insurance, Employee Benefits, Healthcare, Real Estate, Disability Insurance, Customer Service, Leadership, Analysis, Professional Liability, Health Insurance, Property & Casualty..., New Business Development, Management, Strategic Planning, Portfolio Management, Workers Compensation, Business Planning, Sales, Umbrella Insurance, Financial Risk, Legal Liability, Term Life Insurance, Brokers
Education
University of Michigan 1998 — 2002
Jericho High School
Lawrence McDonald's Lehman Brothers Experience July 2004 - September 2008
Job Keynote Speaker, NY Times Bestselling Author, Managing Director: Head of US Macro Strategy Societe Generale
Industry Financial Services
Experience
Societe Generale August 2011 - Present
LGM Group, LLC August 2008 - Present
LGM Group, LLC November 2008 - 2013
Lehman Brothers July 2004 - September 2008
Morgan Stanley October 1999 - July 2004
ConvertBond.com February 1996 - October 1999
Smith Barney 1992 - 1996
Merrill Lynch 1992 - 1993
Skills
Public Speaking, Equities, Private Equity, Fixed Income, Bloomberg, Bonds, Investor Relations, Venture Capital, Hedge Funds, Trading, Financial Markets, Securities, Political Risk Analysis
Education
University of Massachusetts Dartmouth 1985 — 1988
BA, Economics
Falmouth High
Societe Generale August 2011 - Present
LGM Group, LLC August 2008 - Present
LGM Group, LLC November 2008 - 2013
Lehman Brothers July 2004 - September 2008
Morgan Stanley October 1999 - July 2004
ConvertBond.com February 1996 - October 1999
Smith Barney 1992 - 1996
Merrill Lynch 1992 - 1993
Skills
Public Speaking, Equities, Private Equity, Fixed Income, Bloomberg, Bonds, Investor Relations, Venture Capital, Hedge Funds, Trading, Financial Markets, Securities, Political Risk Analysis
Education
University of Massachusetts Dartmouth 1985 — 1988
BA, Economics
Falmouth High
David DeMuro David DeMuro's Lehman Brothers Experience July 1984 - November 2008
Job Senior Counsel at Neal, Gerber & Eisenberg LLP
Industry Law Practice
Experience
Neal, Gerber & Eisenberg LLP February 2015 - Present
AIG July 2010 - August 2013
O'Melveny & Myers LLP March 2009 - June 2010
Lehman Brothers July 1984 - November 2008
U.S. Securities and Exchange Commission 1974 - 1984
Skills
Sanctions, Corporate Governance, FSA, AML, Securities Law, Privacy, Compliance, Securities, Internal Investigations, Enterprise Risk..., Securities Regulation, Fraud, Sanction, Privacy Law, Litigation Management, Hedge Funds, SEC, Legal Compliance, Capital Markets, FCPA, Financial Regulation, Regulations, Due Diligence, Alternative Investments, Dodd-Frank, Corporate Law, Financial Risk, Equities, FINRA, OFAC, Mutual Funds, Litigation, KYC, Risk Management, Mergers & Acquisitions, Private Equity, Financial Services, Structured Finance, Asset Management, Derivatives, Licensing, Arbitration, Series 24, Data Privacy, Broker-Dealer
Education
University of Notre Dame Law School 1971 — 1974
JD
University of Michigan 1967 — 1971
BA
Neal, Gerber & Eisenberg LLP February 2015 - Present
AIG July 2010 - August 2013
O'Melveny & Myers LLP March 2009 - June 2010
Lehman Brothers July 1984 - November 2008
U.S. Securities and Exchange Commission 1974 - 1984
Skills
Sanctions, Corporate Governance, FSA, AML, Securities Law, Privacy, Compliance, Securities, Internal Investigations, Enterprise Risk..., Securities Regulation, Fraud, Sanction, Privacy Law, Litigation Management, Hedge Funds, SEC, Legal Compliance, Capital Markets, FCPA, Financial Regulation, Regulations, Due Diligence, Alternative Investments, Dodd-Frank, Corporate Law, Financial Risk, Equities, FINRA, OFAC, Mutual Funds, Litigation, KYC, Risk Management, Mergers & Acquisitions, Private Equity, Financial Services, Structured Finance, Asset Management, Derivatives, Licensing, Arbitration, Series 24, Data Privacy, Broker-Dealer
Education
University of Notre Dame Law School 1971 — 1974
JD
University of Michigan 1967 — 1971
BA
Lauren Sekuler Traum Lauren Sekuler Traum's Lehman Brothers Experience February 2008 - January 2009
Job Strategy at QBE the Americas
Industry Management Consulting
Experience
QBE the Americas June 2013 - Present
QBE North America November 2010 - June 2013
Goldman Sachs October 2009 - October 2010
Various Companies February 2009 - October 2009
Lehman Brothers February 2008 - January 2009
A.T. Kearney September 1999 - February 2008
The Clorox Company 1992 - 1997
Skills
Management Consulting, Business Strategy, Mergers, Due Diligence, Financial Modeling, Organizational Design, Valuation, Strategy, Acquisition Integration, Financial Services, Strategic Planning, Change Management, Consumer Products, Marketing, Project Management, Operations Management, Business Process..., customer relationship..., Identifying New Revenue..., Competitive Analysis, Risk Management, E-commerce, Offshoring, Forecasting, Finance, Consulting, Management, Recruiting, CRM, Process Improvement, Business Planning, Leadership, Cross-functional Team...
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
M.B.A., Finance and Management
University of Michigan 1988 — 1992
Bachelor of Business Administration (BBA), Accounting and Finance
QBE the Americas June 2013 - Present
QBE North America November 2010 - June 2013
Goldman Sachs October 2009 - October 2010
Various Companies February 2009 - October 2009
Lehman Brothers February 2008 - January 2009
A.T. Kearney September 1999 - February 2008
The Clorox Company 1992 - 1997
Skills
Management Consulting, Business Strategy, Mergers, Due Diligence, Financial Modeling, Organizational Design, Valuation, Strategy, Acquisition Integration, Financial Services, Strategic Planning, Change Management, Consumer Products, Marketing, Project Management, Operations Management, Business Process..., customer relationship..., Identifying New Revenue..., Competitive Analysis, Risk Management, E-commerce, Offshoring, Forecasting, Finance, Consulting, Management, Recruiting, CRM, Process Improvement, Business Planning, Leadership, Cross-functional Team...
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
M.B.A., Finance and Management
University of Michigan 1988 — 1992
Bachelor of Business Administration (BBA), Accounting and Finance
Scott C. Durbin Scott C. Durbin's Lehman Brothers Experience June 1998 - December 2002
Job Chief Financial Officer at Viveve, Inc.
Industry Medical Devices
Experience
Viveve Medical, Inc. June 2012 - Present
Aastrom Biosciences June 2010 - October 2011
Prescient Medical April 2004 - May 2010
Lehman Brothers June 1998 - December 2002
Biotronic NeuroNetwork February 1993 - July 1997
Skills
Private Equity, Mergers, Corporate Development, Investor Relations, Start-ups, Medical Devices, Finance, Strategic Planning, Restructuring, Pharmaceutical Industry, Biotechnology, Mergers & Acquisitions, Equities, Commercialization, Venture Capital, Divestitures
Education
Yale University 1997 — 1999
MPH, Health Management
University of Michigan 1989 — 1993
BS, Biopsychology & Pre-Med
Viveve Medical, Inc. June 2012 - Present
Aastrom Biosciences June 2010 - October 2011
Prescient Medical April 2004 - May 2010
Lehman Brothers June 1998 - December 2002
Biotronic NeuroNetwork February 1993 - July 1997
Skills
Private Equity, Mergers, Corporate Development, Investor Relations, Start-ups, Medical Devices, Finance, Strategic Planning, Restructuring, Pharmaceutical Industry, Biotechnology, Mergers & Acquisitions, Equities, Commercialization, Venture Capital, Divestitures
Education
Yale University 1997 — 1999
MPH, Health Management
University of Michigan 1989 — 1993
BS, Biopsychology & Pre-Med
Kyle Mazurek's Lehman Brothers Experience June 2007 - September 2008
Job Barclays Analyst
Industry Investment Banking
Experience
Barclays Investment Bank December 2013 - Present
Barclays Investment Bank December 2009 - December 2013
Barclays Capital September 2008 - December 2009
Lehman Brothers June 2007 - September 2008
John Hancock Financial May 2006 - March 2007
Skills
Investments, Fixed Income, Credit, Bloomberg, Equities, Hedge Funds, Investment Banking, Derivatives, Capital Markets
Education
University of Miami - School of Business 2003 — 2007
Bachelor of Science, Finance
Barclays Investment Bank December 2013 - Present
Barclays Investment Bank December 2009 - December 2013
Barclays Capital September 2008 - December 2009
Lehman Brothers June 2007 - September 2008
John Hancock Financial May 2006 - March 2007
Skills
Investments, Fixed Income, Credit, Bloomberg, Equities, Hedge Funds, Investment Banking, Derivatives, Capital Markets
Education
University of Miami - School of Business 2003 — 2007
Bachelor of Science, Finance
Jocelyn Bluth Jocelyn Bluth's Lehman Brothers Experience 1993 - 1999
Job HR Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2008 - Present
Bear Stearns October 2006 - June 2008
Citigroup May 2002 - March 2006
Credit Suisse First Boston September 1999 - May 2002
Lehman Brothers 1993 - 1999
Skills
Onboarding, Talent Management, Employee Relations, Succession Planning, Talent Acquisition, Change Management, Performance Management, Human Resources, Personnel Management, Coaching, Applicant Tracking..., Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 1995 — 2000
MBA, Management
University of Michigan 1989 — 1993
Bachelor of Science (BS), Management
JPMorgan Chase June 2008 - Present
Bear Stearns October 2006 - June 2008
Citigroup May 2002 - March 2006
Credit Suisse First Boston September 1999 - May 2002
Lehman Brothers 1993 - 1999
Skills
Onboarding, Talent Management, Employee Relations, Succession Planning, Talent Acquisition, Change Management, Performance Management, Human Resources, Personnel Management, Coaching, Applicant Tracking..., Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 1995 — 2000
MBA, Management
University of Michigan 1989 — 1993
Bachelor of Science (BS), Management
Mo Yehia Mo Yehia's Lehman Brothers Experience July 2004 - July 2006
Job Banker turned human
Industry Internet
Experience
Sidewalk March 2013 - Present
Sqoot July 2010 - May 2013
500 Startups April 2012 - July 2012
DreamIt Ventures May 2010 - August 2010
Optiver July 2008 - July 2009
Graham Partners July 2006 - July 2008
Lehman Brothers July 2004 - July 2006
Skills
Start-ups, New Business Development, Local Advertising, Daily Deals, Lead Generation, Small Business, Sales Automation
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2004
BBA, Finance, Accounting
Portage Central High School
Sidewalk March 2013 - Present
Sqoot July 2010 - May 2013
500 Startups April 2012 - July 2012
DreamIt Ventures May 2010 - August 2010
Optiver July 2008 - July 2009
Graham Partners July 2006 - July 2008
Lehman Brothers July 2004 - July 2006
Skills
Start-ups, New Business Development, Local Advertising, Daily Deals, Lead Generation, Small Business, Sales Automation
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2004
BBA, Finance, Accounting
Portage Central High School
Keith J. Donnellan Keith J. Donnellan's Lehman Brothers Experience 2009 - 2011
Job Lead Manager Investment Marketing at AXA US
Industry Financial Services
Experience
AXA US March 2015 - Present
AXA November 2013 - Present
AXA Equitable July 2013 - Present
AXA Equitable 2011 - June 2013
Lehman Brothers 2009 - 2011
JP Morgan 2008 - 2009
Morgan Stanley 2007 - 2008
John Hancock Life Insurance Company (U.S.A.) 2006 - 2007
Skills
Trading, Derivatives, Microsoft Excel, Banking, Equities, Investment Advisory, Securities, Retirement Planning, Portfolio Management, Mutual Funds
Education
University of Miami - School of Business 2003 — 2007
BBA, Finance
AXA US March 2015 - Present
AXA November 2013 - Present
AXA Equitable July 2013 - Present
AXA Equitable 2011 - June 2013
Lehman Brothers 2009 - 2011
JP Morgan 2008 - 2009
Morgan Stanley 2007 - 2008
John Hancock Life Insurance Company (U.S.A.) 2006 - 2007
Skills
Trading, Derivatives, Microsoft Excel, Banking, Equities, Investment Advisory, Securities, Retirement Planning, Portfolio Management, Mutual Funds
Education
University of Miami - School of Business 2003 — 2007
BBA, Finance
Richard Aldrich, CFA's Lehman Brothers Experience September 2000 - August 2001
Job Director of Industry Research at
Industry Financial Services
Experience
GE Capital September 2004 - August 2015
Alcoa October 2001 - October 2004
Lehman Brothers September 2000 - August 2001
Lehman Brothers July 1993 - September 2000
Paine Webber 1987 - 1993
Uptown Racquet Club 1977 - 1981
Skills
Financial Modeling, Private Equity, Corporate Finance, Financial Analysis, Valuation, Due Diligence, Mergers, Investment Banking, Portfolio Management, Capital Markets, Acquisition Integration, Project Finance, Equities, Corporate Development, Restructuring, Equity Research, Investment Valuation, DCF Valuation, Enterprise Valuation, Peer Group Analysis, Company Valuation, Comparable Analysis, ROIC, Break-even Analysis, Return on Investment..., ROE, Economic Value Added, Free Cash Flow, Marketing, Marketing Strategy, Marketing Communications, Market Research, Content Management, Content Development, Content Writing, Metals, Mining, Automotive, Chemical Industry, Finance, Leveraged Finance, Financial Structuring, Hedge Funds, M&A experience, Investor Relations, Mergers & Acquisitions, Business Valuation, Financial Services, Emerging Markets, Competitive Analysis
Education
University of Michigan 1982 — 1986
BA, Philosophy/Pre Med
GE Capital September 2004 - August 2015
Alcoa October 2001 - October 2004
Lehman Brothers September 2000 - August 2001
Lehman Brothers July 1993 - September 2000
Paine Webber 1987 - 1993
Uptown Racquet Club 1977 - 1981
Skills
Financial Modeling, Private Equity, Corporate Finance, Financial Analysis, Valuation, Due Diligence, Mergers, Investment Banking, Portfolio Management, Capital Markets, Acquisition Integration, Project Finance, Equities, Corporate Development, Restructuring, Equity Research, Investment Valuation, DCF Valuation, Enterprise Valuation, Peer Group Analysis, Company Valuation, Comparable Analysis, ROIC, Break-even Analysis, Return on Investment..., ROE, Economic Value Added, Free Cash Flow, Marketing, Marketing Strategy, Marketing Communications, Market Research, Content Management, Content Development, Content Writing, Metals, Mining, Automotive, Chemical Industry, Finance, Leveraged Finance, Financial Structuring, Hedge Funds, M&A experience, Investor Relations, Mergers & Acquisitions, Business Valuation, Financial Services, Emerging Markets, Competitive Analysis
Education
University of Michigan 1982 — 1986
BA, Philosophy/Pre Med
Michael Jay Walker Michael Jay Walker's Lehman Brothers Experience 1987 - 1988
Job Full Stack Web Developer | Sr. Marketing Professional
Industry Internet
Experience
BrandGeneering Consulting June 2014 - Present
YumvY, Inc. January 2014 - June 2014
Bossa Nova Robotics December 2011 - December 2013
Electronic Arts January 2010 - October 2011
Mattel August 2005 - January 2010
Kraft Foods Group June 1993 - August 2005
Gibson Guitar July 1997 - March 1998
PepsiCo May 1992 - August 1992
Ford Motor Company 1988 - 1991
Lehman Brothers 1987 - 1988
Skills
HTML5, AJAX, Git, CSS, AngularJS, Ruby, Rails, JavaScript, ActiveRecord, APIs, Sinatra, Web Development, TDD, BDD, RSpec, PostgreSQL, Front-end Development, jQuery, MVC, Agile Web Development, Strategy, Entertainment, Brand Management, Start-ups, Marketing Strategy, Toys, P&L Management, Video Games, Product Development, Casual Games, E-commerce, Business Strategy, Brand Development, Television, Interactive..., New Media, Collectibles, Software Development, Music, Poker, Marketing, Consumer Products, Management, Competitive Analysis, Integrated Marketing, Leadership, Strategic Partnerships, Cross-functional Team..., Product Marketing, Advertising
Education
Dev Bootcamp 2014 — 2015
Full Stack Web Development
University of Michigan - Stephen M. Ross School of Business 1991 — 1993
MBA, Marketing Strategy
University of Michigan 1982 — 1987
BA, Economics
Dev Bootcamp- San Fran
BrandGeneering Consulting June 2014 - Present
YumvY, Inc. January 2014 - June 2014
Bossa Nova Robotics December 2011 - December 2013
Electronic Arts January 2010 - October 2011
Mattel August 2005 - January 2010
Kraft Foods Group June 1993 - August 2005
Gibson Guitar July 1997 - March 1998
PepsiCo May 1992 - August 1992
Ford Motor Company 1988 - 1991
Lehman Brothers 1987 - 1988
Skills
HTML5, AJAX, Git, CSS, AngularJS, Ruby, Rails, JavaScript, ActiveRecord, APIs, Sinatra, Web Development, TDD, BDD, RSpec, PostgreSQL, Front-end Development, jQuery, MVC, Agile Web Development, Strategy, Entertainment, Brand Management, Start-ups, Marketing Strategy, Toys, P&L Management, Video Games, Product Development, Casual Games, E-commerce, Business Strategy, Brand Development, Television, Interactive..., New Media, Collectibles, Software Development, Music, Poker, Marketing, Consumer Products, Management, Competitive Analysis, Integrated Marketing, Leadership, Strategic Partnerships, Cross-functional Team..., Product Marketing, Advertising
Education
Dev Bootcamp 2014 — 2015
Full Stack Web Development
University of Michigan - Stephen M. Ross School of Business 1991 — 1993
MBA, Marketing Strategy
University of Michigan 1982 — 1987
BA, Economics
Dev Bootcamp- San Fran
Carol Lu, PHR's Lehman Brothers Experience June 2002 - July 2005
Job
Industry Human Resources
Experience
General Growth Properties August 2015 - Present
Groupon March 2014 - Present
Groupon August 2012 - March 2014
Kraft Foods Group June 2011 - August 2011
Rainforest Expeditions February 2011 - April 2011
CA Technologies March 2008 - July 2010
CA Technologies July 2005 - March 2008
Lehman Brothers June 2002 - July 2005
Credit Suisse First Boston (and DLJ) July 2000 - September 2001
Skills
Healthcare, Equity Research, Investor Relations, Financial Modeling, Finance, Software, Valuation, Financial Analysis, Corporate Finance, Competitive Analysis, Business Strategy, Analytics, Due Diligence, Mergers, Equities, Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
Master of Business Administration
New York University - Leonard N. Stern School of Business 1999 — 2003
Bachelor of Science
Bronx HS of Science 1995 — 1999
General Growth Properties August 2015 - Present
Groupon March 2014 - Present
Groupon August 2012 - March 2014
Kraft Foods Group June 2011 - August 2011
Rainforest Expeditions February 2011 - April 2011
CA Technologies March 2008 - July 2010
CA Technologies July 2005 - March 2008
Lehman Brothers June 2002 - July 2005
Credit Suisse First Boston (and DLJ) July 2000 - September 2001
Skills
Healthcare, Equity Research, Investor Relations, Financial Modeling, Finance, Software, Valuation, Financial Analysis, Corporate Finance, Competitive Analysis, Business Strategy, Analytics, Due Diligence, Mergers, Equities, Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
Master of Business Administration
New York University - Leonard N. Stern School of Business 1999 — 2003
Bachelor of Science
Bronx HS of Science 1995 — 1999
Matthew Trunzo Matthew Trunzo's Lehman Brothers Experience June 2008 - October 2008
Job Business Development at SpringHill Entertainment
Industry Entertainment
Experience
SpringHill Entertainment September 2015 - Present
Yelp March 2014 - August 2015
Whalerock Industries (formerly BermanBraun) October 2009 - March 2014
American Media, Inc. October 2008 - October 2009
Lehman Brothers June 2008 - October 2008
Skills
Digital Media, Analytics, Financial Modeling, Financial Analysis, Valuation, Corporate Development, Strategic Partnerships, Business Development, Business Strategy, SEO, Online Advertising, Finance, Display Advertising, Start-ups, Strategy, Digital Marketing
Education
University of Miami
BBA, Cum Laude, International Finance and Marketing
SpringHill Entertainment September 2015 - Present
Yelp March 2014 - August 2015
Whalerock Industries (formerly BermanBraun) October 2009 - March 2014
American Media, Inc. October 2008 - October 2009
Lehman Brothers June 2008 - October 2008
Skills
Digital Media, Analytics, Financial Modeling, Financial Analysis, Valuation, Corporate Development, Strategic Partnerships, Business Development, Business Strategy, SEO, Online Advertising, Finance, Display Advertising, Start-ups, Strategy, Digital Marketing
Education
University of Miami
BBA, Cum Laude, International Finance and Marketing
Harry Benzan Harry Benzan's Lehman Brothers Experience November 2001 - August 2007
Job Regional Account Manager at Sunnova
Industry Wholesale
Experience
Sunnova May 2015 - Present
Commonwealth Equity Funding LLC October 2009 - Present
Ricoh Americas Corporation March 2015 - May 2015
Ricoh Americas Corporation July 2014 - May 2015
RBS WorldPay October 2007 - September 2009
Lehman Brothers November 2001 - August 2007
Broadbase currently DBA Kana September 1999 - November 2001
Skills
Solution Selling, Toastmasters, Sales Process, Sales, Strategic Partnerships, New Business Development, B2B, Business Development, Loans, Training, Refinance, Cold Calling, Marketing, Selling, Lead Generation, Real Estate, Sales Management, Direct Sales, Small Business, Account Management, Management, Sales Operations, Customer Service, Consultative Selling
Education
University of Massachusetts, Amherst
Sunnova May 2015 - Present
Commonwealth Equity Funding LLC October 2009 - Present
Ricoh Americas Corporation March 2015 - May 2015
Ricoh Americas Corporation July 2014 - May 2015
RBS WorldPay October 2007 - September 2009
Lehman Brothers November 2001 - August 2007
Broadbase currently DBA Kana September 1999 - November 2001
Skills
Solution Selling, Toastmasters, Sales Process, Sales, Strategic Partnerships, New Business Development, B2B, Business Development, Loans, Training, Refinance, Cold Calling, Marketing, Selling, Lead Generation, Real Estate, Sales Management, Direct Sales, Small Business, Account Management, Management, Sales Operations, Customer Service, Consultative Selling
Education
University of Massachusetts, Amherst
Michael Conti's Lehman Brothers Experience 2000 - 2002
Job Global Head of Sales at Liquiditybook
Industry Capital Markets
Experience
Liquiditybook October 2013 - Present
Broadridge Financial Solutions December 2012 - March 2013
Thomson Reuters December 2010 - December 2012
Athena Financial Systems March 2010 - December 2010
Nirvana Solutions September 2008 - January 2010
Nirvana Solutions September 2008 - January 2010
Direct Services LLC. October 2003 - April 2008
FireFly~ITX November 2002 - October 2003
Lehman Brothers 2000 - 2002
Societe Generale 1998 - 2000
Skills
Asset Managment, Options, Hedge Funds, Financial Technology, Risk Management, Equities, Business Strategy, Strategy, Start-ups, Asset Management, Electronic Trading, Project Management, Analytics, Marketing Strategy, Trading, Business Development, Financial Markets, Alternative Investments, Financial Services, FX Options, Market Data, Fixed Income, Trading Systems, Equity Trading, Derivatives, Prime Brokerage, Portfolio Management, Bloomberg, Capital Markets, Saas, CRM, Sales Management, Contract Negotiation, Global Strategy, Leadership, Private Equity, Securities, Equity Derivatives, Investments, Investment Banking, Series 7, Emerging Markets, Trading Strategies, Investment Management, Credit Derivatives, Commodity, Fund Of Funds, Bonds
Education
University of Massachusetts, Amherst 1984 — 1988
Liquiditybook October 2013 - Present
Broadridge Financial Solutions December 2012 - March 2013
Thomson Reuters December 2010 - December 2012
Athena Financial Systems March 2010 - December 2010
Nirvana Solutions September 2008 - January 2010
Nirvana Solutions September 2008 - January 2010
Direct Services LLC. October 2003 - April 2008
FireFly~ITX November 2002 - October 2003
Lehman Brothers 2000 - 2002
Societe Generale 1998 - 2000
Skills
Asset Managment, Options, Hedge Funds, Financial Technology, Risk Management, Equities, Business Strategy, Strategy, Start-ups, Asset Management, Electronic Trading, Project Management, Analytics, Marketing Strategy, Trading, Business Development, Financial Markets, Alternative Investments, Financial Services, FX Options, Market Data, Fixed Income, Trading Systems, Equity Trading, Derivatives, Prime Brokerage, Portfolio Management, Bloomberg, Capital Markets, Saas, CRM, Sales Management, Contract Negotiation, Global Strategy, Leadership, Private Equity, Securities, Equity Derivatives, Investments, Investment Banking, Series 7, Emerging Markets, Trading Strategies, Investment Management, Credit Derivatives, Commodity, Fund Of Funds, Bonds
Education
University of Massachusetts, Amherst 1984 — 1988
Eric Medina Eric Medina's Lehman Brothers Experience July 2008 - August 2008
Job Associate at aPriori Capital Partners
Industry Venture Capital & Private Equity
Experience
aPriori Capital Partners July 2012 - Present
Credit Suisse October 2010 - July 2012
Barclays Capital July 2009 - October 2010
Lehman Brothers July 2008 - August 2008
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
BBA, Finance
aPriori Capital Partners July 2012 - Present
Credit Suisse October 2010 - July 2012
Barclays Capital July 2009 - October 2010
Lehman Brothers July 2008 - August 2008
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
BBA, Finance
Kyle McCormick's Lehman Brothers Experience 2005 - 2005
Job Hedge Fund Analyst
Industry Investment Management
Experience
Millennium Management / MGI July 2012 - Present
Prentice Capital April 2010 - May 2012
Jefferies & Company November 2007 - April 2010
Northern Trust July 2006 - November 2007
Lehman Brothers 2005 - 2005
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Bloomberg Terminal, Bonds, Capital Markets, Corporate Development, Corporate Finance, DCF, Derivatives, Due Diligence, Emerging Markets, Equities, Equity Research, Equity Valuation, Finance, Financial Analysis, Financial Markets, Fixed Income, Hedge Funds, Investment Management, Investment Strategies, LBO, Leveraged Finance, Mutual Funds, Portfolio Management, Private Equity, Series 7, Trading, Value Investing, Venture Capital, Wealth Management
Education
University of Miami 2004 — 2006
BBA, Finance
Millennium Management / MGI July 2012 - Present
Prentice Capital April 2010 - May 2012
Jefferies & Company November 2007 - April 2010
Northern Trust July 2006 - November 2007
Lehman Brothers 2005 - 2005
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Bloomberg Terminal, Bonds, Capital Markets, Corporate Development, Corporate Finance, DCF, Derivatives, Due Diligence, Emerging Markets, Equities, Equity Research, Equity Valuation, Finance, Financial Analysis, Financial Markets, Fixed Income, Hedge Funds, Investment Management, Investment Strategies, LBO, Leveraged Finance, Mutual Funds, Portfolio Management, Private Equity, Series 7, Trading, Value Investing, Venture Capital, Wealth Management
Education
University of Miami 2004 — 2006
BBA, Finance
Adam Zotkow's Lehman Brothers Experience August 2004 - October 2005
Job Managing Director Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs October 2005 - Present
Lehman Brothers August 2004 - October 2005
eXstream Solutions 1999 - 2002
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA
University of Michigan 1993 — 1997
Wayne Valley High School 1992 — 1994
Goldman Sachs October 2005 - Present
Lehman Brothers August 2004 - October 2005
eXstream Solutions 1999 - 2002
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA
University of Michigan 1993 — 1997
Wayne Valley High School 1992 — 1994
Lauren Cowan's Lehman Brothers Experience January 2007 - September 2008
Job Human Resources Manager at Cleary Gottlieb Steen & Hamilton LLP
Industry Human Resources
Experience
Cleary Gottlieb Steen & Hamilton LLP April 2009 - Present
Barclays Capital September 2008 - April 2009
Lehman Brothers January 2007 - September 2008
Lehman Brothers January 2004 - January 2007
Ernst & Young July 2002 - December 2003
Education
University of Michigan 1998 — 2002
BA, Economics
Cleary Gottlieb Steen & Hamilton LLP April 2009 - Present
Barclays Capital September 2008 - April 2009
Lehman Brothers January 2007 - September 2008
Lehman Brothers January 2004 - January 2007
Ernst & Young July 2002 - December 2003
Education
University of Michigan 1998 — 2002
BA, Economics
Brook Cunningham's Lehman Brothers Experience August 2007 - September 2008
Job
Industry Investment Banking
Experience
Lazard Frères & Co. LLC February 2014 - Present
Lazard Frères & Co. LLC February 2011 - February 2014
Lazard Frères & Co. LLC March 2010 - February 2011
Barclays Capital September 2008 - March 2010
Lehman Brothers August 2007 - September 2008
Marsh and McLennan June 2002 - August 2005
Skills
Investment Banking, Mergers & Acquisitions, Financial Analysis, Valuation, Capital Markets, Financial Modeling, Mergers
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
MBA, Finance and Accounting
University of Michigan 1998 — 2002
BA, Economics
Lazard Frères & Co. LLC February 2014 - Present
Lazard Frères & Co. LLC February 2011 - February 2014
Lazard Frères & Co. LLC March 2010 - February 2011
Barclays Capital September 2008 - March 2010
Lehman Brothers August 2007 - September 2008
Marsh and McLennan June 2002 - August 2005
Skills
Investment Banking, Mergers & Acquisitions, Financial Analysis, Valuation, Capital Markets, Financial Modeling, Mergers
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
MBA, Finance and Accounting
University of Michigan 1998 — 2002
BA, Economics
Naomi Fingerhut's Lehman Brothers Experience 1986 - 1998
Job Director NYSE Arca User Acceptance Testing
Industry Information Technology and Services
Experience
IntercontinentalExchange, Inc. July 2002 - Present
Morgan Stanley July 1998 - July 2001
Lehman Brothers 1986 - 1998
Skills
Exchange Connectivity, Low Latency, Electronic Trading, Trading Systems, Market Data, Equity Trading, User Acceptance Testing, ITIL Certified, Unix, Order Management, Equities, Financial Markets, Options, Trading, SDLC, Derivatives, Fixed Income, Equity Derivatives, Financial Services, Reference Data, Securities, Capital Markets, Hedge Funds, Trading System, Risk Management, Sybase, Business Continuity..., Requirements Gathering, Business Requirements, Bloomberg
Education
Villanova University
Master Certificate, Project Management
University of Phoenix 2005 — 2007
MBA, Technology Management
University of Miami 1984 — 1986
IntercontinentalExchange, Inc. July 2002 - Present
Morgan Stanley July 1998 - July 2001
Lehman Brothers 1986 - 1998
Skills
Exchange Connectivity, Low Latency, Electronic Trading, Trading Systems, Market Data, Equity Trading, User Acceptance Testing, ITIL Certified, Unix, Order Management, Equities, Financial Markets, Options, Trading, SDLC, Derivatives, Fixed Income, Equity Derivatives, Financial Services, Reference Data, Securities, Capital Markets, Hedge Funds, Trading System, Risk Management, Sybase, Business Continuity..., Requirements Gathering, Business Requirements, Bloomberg
Education
Villanova University
Master Certificate, Project Management
University of Phoenix 2005 — 2007
MBA, Technology Management
University of Miami 1984 — 1986
Roland Philbin's Lehman Brothers Experience 2005 - 2006
Job VP Business Process Improvement at MB Financial Bank
Industry Banking
Experience
MB Financial Bank August 2015 - Present
MB Financial Bank August 2014 - August 2015
Cole Taylor Mortgage April 2013 - August 2014
Citi January 2012 - April 2013
Accenture September 2007 - January 2012
EDS September 2006 - September 2007
Lehman Brothers 2005 - 2006
ABN Amro 2002 - 2005
Chase October 2001 - April 2002
Old Kent Mortgage Company 1997 - 2001
Skills
Process Improvement, Integration, Business Process..., Business Analysis, Banking, Change Management, Risk Management, Management Consulting, Program Management, Vendor Management, Project Management, Business Transformation, Six Sigma, Financial Analysis, Credit, Management, Strategic Planning, Business Intelligence, SDLC, Operations Management
Education
University of Michigan 1993 — 1997
MB Financial Bank August 2015 - Present
MB Financial Bank August 2014 - August 2015
Cole Taylor Mortgage April 2013 - August 2014
Citi January 2012 - April 2013
Accenture September 2007 - January 2012
EDS September 2006 - September 2007
Lehman Brothers 2005 - 2006
ABN Amro 2002 - 2005
Chase October 2001 - April 2002
Old Kent Mortgage Company 1997 - 2001
Skills
Process Improvement, Integration, Business Process..., Business Analysis, Banking, Change Management, Risk Management, Management Consulting, Program Management, Vendor Management, Project Management, Business Transformation, Six Sigma, Financial Analysis, Credit, Management, Strategic Planning, Business Intelligence, SDLC, Operations Management
Education
University of Michigan 1993 — 1997
Tushar Patel's Lehman Brothers Experience September 2000 - October 2004
Job Engineer Lead (Low Latency Linux/UNIX Systems Administrator)
Industry Financial Services
Experience
JPMorgan Chase & Co. September 2012 - Present
Macquarie Group 2011 - 2012
Millennium Capital November 2010 - May 2011
BNP Paribas August 2008 - October 2010
Merrill Lynch November 2007 - July 2008
Banc of America Securities July 2006 - November 2007
Bank of America 2005 - 2007
Credit Suisse 2005 - 2006
Citi 2004 - 2005
Lehman Brothers September 2000 - October 2004
Skills
Red Hat Linux, Solaris, Unix, Linux, Sun, Unix Shell Scripting, Veritas Volume Manager, Shell Scripting, Performance Tuning, High Performance..., RedHat, Ubuntu, Grid Computing, System Administration, High Availability, Storage, TCP/IP, NetApp, Veritas, Apache, Ksh, NAS, Trading Systems, Disaster Recovery, Clustering, Bash, NFS, Cluster, Veritas Cluster Server, Integration, Servers, Architecture, Server Architecture, Linux System..., SAN, Firewalls, Infrastructure, Netbackup, Scripting, Oracle RAC, Low Latency, Business Continuity, Electronic Trading, Enterprise Architecture, Exchange Connectivity, Operating Systems, Market Data, System Architecture, VMware ESX
Education
Pune University
University of Massachusetts Lowell
JPMorgan Chase & Co. September 2012 - Present
Macquarie Group 2011 - 2012
Millennium Capital November 2010 - May 2011
BNP Paribas August 2008 - October 2010
Merrill Lynch November 2007 - July 2008
Banc of America Securities July 2006 - November 2007
Bank of America 2005 - 2007
Credit Suisse 2005 - 2006
Citi 2004 - 2005
Lehman Brothers September 2000 - October 2004
Skills
Red Hat Linux, Solaris, Unix, Linux, Sun, Unix Shell Scripting, Veritas Volume Manager, Shell Scripting, Performance Tuning, High Performance..., RedHat, Ubuntu, Grid Computing, System Administration, High Availability, Storage, TCP/IP, NetApp, Veritas, Apache, Ksh, NAS, Trading Systems, Disaster Recovery, Clustering, Bash, NFS, Cluster, Veritas Cluster Server, Integration, Servers, Architecture, Server Architecture, Linux System..., SAN, Firewalls, Infrastructure, Netbackup, Scripting, Oracle RAC, Low Latency, Business Continuity, Electronic Trading, Enterprise Architecture, Exchange Connectivity, Operating Systems, Market Data, System Architecture, VMware ESX
Education
Pune University
University of Massachusetts Lowell
Ernald Nicolas's Lehman Brothers Experience 2007 - 2007
Job Software Engineer at Vistaprint
Industry Computer Software
Experience
Vistaprint April 2014 - Present
Microsoft November 2012 - March 2014
Microsoft November 2008 - November 2012
Chiliad 2006 - 2008
Lehman Brothers 2007 - 2007
University of Massachusetts 2002 - 2006
Skills
Java, Distributed Systems, Software Engineering, Software Development, C#, Agile Methodologies, JavaScript, .NET, Object Oriented Design, Visual Studio, C++, Software Design, SQL, Testing
Education
University of Massachusetts, Amherst 2002 — 2008
Bachelor of Science (B.S.), Computer Science
Vistaprint April 2014 - Present
Microsoft November 2012 - March 2014
Microsoft November 2008 - November 2012
Chiliad 2006 - 2008
Lehman Brothers 2007 - 2007
University of Massachusetts 2002 - 2006
Skills
Java, Distributed Systems, Software Engineering, Software Development, C#, Agile Methodologies, JavaScript, .NET, Object Oriented Design, Visual Studio, C++, Software Design, SQL, Testing
Education
University of Massachusetts, Amherst 2002 — 2008
Bachelor of Science (B.S.), Computer Science
Brett Feldman's Lehman Brothers Experience Vice PresidentBarclays Capital2008 - Present
Job Vice President at Lehman Brothers
Industry Financial Services
Experience
Lehman Brothers Vice PresidentBarclays Capital2008 - Present
GoAmerica Communications 2000 - 2003
AT&T 1997 - 2000
Education
University of Michigan 1993 — 1997
Lehman Brothers Vice PresidentBarclays Capital2008 - Present
GoAmerica Communications 2000 - 2003
AT&T 1997 - 2000
Education
University of Michigan 1993 — 1997
Ji Li's Lehman Brothers Experience June 2001 - May 2004
Job Executive Vice President at PIMCO
Industry Investment Banking
Experience
PIMCO February 2009 - Present
Goldman Sachs May 2004 - February 2009
Lehman Brothers June 2001 - May 2004
Morgan Stanley October 1999 - June 2001
Education
University of Michigan 1992 — 1997
PhD, Physics
University of Science and Technology of China 1986 — 1992
B.S., Physics
PIMCO February 2009 - Present
Goldman Sachs May 2004 - February 2009
Lehman Brothers June 2001 - May 2004
Morgan Stanley October 1999 - June 2001
Education
University of Michigan 1992 — 1997
PhD, Physics
University of Science and Technology of China 1986 — 1992
B.S., Physics
steven albanesi's Lehman Brothers Experience June 2003 - March 2008
Job Acats / Margin supervisor at Lehman Brothers
Industry Financial Services
Experience
lehman brothers June 2003 - March 2008
Neuberger Berman June 1999 - June 2003
Education
University of Miami 1990 — 1994
lehman brothers June 2003 - March 2008
Neuberger Berman June 1999 - June 2003
Education
University of Miami 1990 — 1994
Adam Hayden's Lehman Brothers Experience June 1994 - August 1997
Job Senior Director at New York Life Investment Management
Industry Financial Services
Experience
New York Life Investment Management May 2008 - Present
Moody's Investors Service March 2003 - April 2008
RBS Greenwich Capital January 1998 - April 2002
Lehman Brothers June 1994 - August 1997
Skills
CMBS, Portfolio Management, Securitization, Fixed Income, Commercial Real Estate, Structured Products, Asset Management, CDO, Due Diligence, Capital Markets, Trading, Valuation, Financial Structuring, Structured Finance, Investments
Education
University of Massachusetts at Lowell 1989 — 1993
Bachelor of Science (B.S.), Finance
New York Life Investment Management May 2008 - Present
Moody's Investors Service March 2003 - April 2008
RBS Greenwich Capital January 1998 - April 2002
Lehman Brothers June 1994 - August 1997
Skills
CMBS, Portfolio Management, Securitization, Fixed Income, Commercial Real Estate, Structured Products, Asset Management, CDO, Due Diligence, Capital Markets, Trading, Valuation, Financial Structuring, Structured Finance, Investments
Education
University of Massachusetts at Lowell 1989 — 1993
Bachelor of Science (B.S.), Finance
Steven Westerman's Lehman Brothers Experience August 2001 - July 2003
Job First Vice President Investments at UBS Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management January 2009 - Present
Credit Suisse October 2004 - January 2009
Lehman Brothers August 2001 - July 2003
Virtual Communities 2000 - 2000
Education
University of Southern California - Marshall School of Business 2006 — 2009
MBA
University of Michigan 1997 — 2001
B.A., Economics & Psychology
UBS Private Wealth Management January 2009 - Present
Credit Suisse October 2004 - January 2009
Lehman Brothers August 2001 - July 2003
Virtual Communities 2000 - 2000
Education
University of Southern California - Marshall School of Business 2006 — 2009
MBA
University of Michigan 1997 — 2001
B.A., Economics & Psychology
Adam Theall's Lehman Brothers Experience June 1999 - June 2001
Job Senior Advisor at Impact Advisors, LLC
Industry Hospital & Health Care
Experience
Impact Advisors, LLC June 2008 - Present
Dental Logic, LLC January 2005 - February 2008
Mercy Health Partners November 2003 - March 2006
University of Michigan Health System May 2002 - October 2003
Lehman Brothers June 1999 - June 2001
BT Alex Brown February 1998 - June 1999
PaineWebber June 1996 - February 1998
State Street Bank 1992 - 1996
Education
University of Michigan 2001 — 2003
MBA, Finance, Strategy, Healthcare
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
Impact Advisors, LLC June 2008 - Present
Dental Logic, LLC January 2005 - February 2008
Mercy Health Partners November 2003 - March 2006
University of Michigan Health System May 2002 - October 2003
Lehman Brothers June 1999 - June 2001
BT Alex Brown February 1998 - June 1999
PaineWebber June 1996 - February 1998
State Street Bank 1992 - 1996
Education
University of Michigan 2001 — 2003
MBA, Finance, Strategy, Healthcare
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
Jarrod LaBasco's Lehman Brothers Experience January 2008 - September 2008
Job Associate at Nomura Securities
Industry Financial Services
Experience
Nomura Securities March 2010 - Present
Barclays Capital 2008 - March 2010
Lehman Brothers January 2008 - September 2008
Lehman Brothers May 2007 - January 2008
Skills
Series 7, Series 63, Convertible Securities, Series 55, Bloomberg, Equities, Trading, Investment Banking, Fixed Income, FINRA, Equity Valuation
Education
University of Miami - School of Business 2006 — 2007
Nomura Securities March 2010 - Present
Barclays Capital 2008 - March 2010
Lehman Brothers January 2008 - September 2008
Lehman Brothers May 2007 - January 2008
Skills
Series 7, Series 63, Convertible Securities, Series 55, Bloomberg, Equities, Trading, Investment Banking, Fixed Income, FINRA, Equity Valuation
Education
University of Miami - School of Business 2006 — 2007
Shelley Decker's Lehman Brothers Experience 2005 - 2008
Job Correspondent Account Executive at Aurora Loan Services
Industry Financial Services
Experience
Aurora Loan Services OwnerCobra Sports International, Inc.2009 - 2015
Lehman Brothers 2005 - 2008
Education
University of Miami
Aurora Loan Services OwnerCobra Sports International, Inc.2009 - 2015
Lehman Brothers 2005 - 2008
Education
University of Miami
Adam Wasserman's Lehman Brothers Experience February 2005 - April 2006
Job Vice President at Citigroup
Industry Financial Services
Experience
Citigroup June 2008 - Present
UBS May 2006 - November 2007
Lehman Brothers February 2005 - April 2006
Bear Stearns May 1996 - February 2005
Sakura Global Capital July 1994 - May 1996
Mint Investments March 1987 - July 1994
Singer-Kearfott January 1985 - March 1987
Skills
Perl, Ruby, OOAD, UML, Boost, Sybase, C++, Electronic Trading, Trading Systems, Fixed Income, Equity Trading, Credit Derivatives
Education
University of Michigan 1981 — 1984
BS, Electrical & Computer Engineering
Citigroup June 2008 - Present
UBS May 2006 - November 2007
Lehman Brothers February 2005 - April 2006
Bear Stearns May 1996 - February 2005
Sakura Global Capital July 1994 - May 1996
Mint Investments March 1987 - July 1994
Singer-Kearfott January 1985 - March 1987
Skills
Perl, Ruby, OOAD, UML, Boost, Sybase, C++, Electronic Trading, Trading Systems, Fixed Income, Equity Trading, Credit Derivatives
Education
University of Michigan 1981 — 1984
BS, Electrical & Computer Engineering
Lyle King's Lehman Brothers Experience April 2007 - April 2008
Job TMMS examination manager
Industry Financial Services
Chris Adderley's Lehman Brothers Experience October 2004 - May 2009
Job Account Executive
Industry Real Estate
Experience
Business Financial Services November 2009 - February 2011
Lehman Brothers October 2004 - May 2009
Skills
Risk Management, Business Development, Strategic Planning, Sales, Insurance, Forecasting, Portfolio Management, Process Improvement, Team Building, New Business Development, Business Strategy, Salesforce.com, Negotiation, Contract Negotiation, Microsoft Excel, Mortgage Lending
Education
Southern School Of Insurance 2012 — 2012
2-20 General Lines Insurance
Gold Coast School of Real Estate 2003 — 2003
Mortgage Broker
University of Miami 1989 — 1992
Aeronautical Engineering, Engineering and Computer Science
Business Financial Services November 2009 - February 2011
Lehman Brothers October 2004 - May 2009
Skills
Risk Management, Business Development, Strategic Planning, Sales, Insurance, Forecasting, Portfolio Management, Process Improvement, Team Building, New Business Development, Business Strategy, Salesforce.com, Negotiation, Contract Negotiation, Microsoft Excel, Mortgage Lending
Education
Southern School Of Insurance 2012 — 2012
2-20 General Lines Insurance
Gold Coast School of Real Estate 2003 — 2003
Mortgage Broker
University of Miami 1989 — 1992
Aeronautical Engineering, Engineering and Computer Science
Amanda Folk's Lehman Brothers Experience June 2007 - September 2008
Job Director of Finance at Argo Group International Holdings, Ltd.
Industry Insurance
Experience
Shelter Chic, Inc. September 2014 - Present
Argo Group International Holdings, Ltd. June 2013 - Present
Argo Group International Holdings, Ltd. August 2010 - June 2013
Barclays Capital September 2008 - July 2010
Lehman Brothers June 2007 - September 2008
Skills
Investment Banking, Financial Modeling, Financial Analysis, Capital Markets, Mergers & Acquisitions, Corporate Finance, Analysis, Equities, Valuation, Due Diligence, Private Equity
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
University of Michigan 2003 — 2005
Shelter Chic, Inc. September 2014 - Present
Argo Group International Holdings, Ltd. June 2013 - Present
Argo Group International Holdings, Ltd. August 2010 - June 2013
Barclays Capital September 2008 - July 2010
Lehman Brothers June 2007 - September 2008
Skills
Investment Banking, Financial Modeling, Financial Analysis, Capital Markets, Mergers & Acquisitions, Corporate Finance, Analysis, Equities, Valuation, Due Diligence, Private Equity
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
University of Michigan 2003 — 2005
Brandon Vair's Lehman Brothers Experience June 2004 - September 2008
Job Institutional Equities
Industry Financial Services
Experience
Barclays Capital September 2008 - November 2008
Lehman Brothers June 2004 - September 2008
Education
University of Miami 2000 — 2004
Barclays Capital September 2008 - November 2008
Lehman Brothers June 2004 - September 2008
Education
University of Miami 2000 — 2004
Andy Shah's Lehman Brothers Experience 2007 - 2008
Job Sequoia Capital Global Equities
Industry Investment Management
Experience
Sequoia Capital Global Equities 2011 - Present
Google 2011 - 2011
Oliver Wyman 2008 - 2011
Lehman Brothers 2007 - 2008
Education
University of Michigan
AB, Economics
Sequoia Capital Global Equities 2011 - Present
Google 2011 - 2011
Oliver Wyman 2008 - 2011
Lehman Brothers 2007 - 2008
Education
University of Michigan
AB, Economics
Bryce Facktor's Lehman Brothers Experience August 1999 - October 2001
Job Managing Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2004 - Present
Deutsche Bank October 2001 - July 2004
Lehman Brothers August 1999 - October 2001
Skills
IPO, Investment Banking, Mergers, Equities, Equity Capital Markets, Strategic Advisory, Sell Side, LBO
Education
University of Virginia School of Law 1995 — 1998
J.D.
University of Michigan 1991 — 1995
B.S.E., Chemical Engineering
Morgan Stanley August 2004 - Present
Deutsche Bank October 2001 - July 2004
Lehman Brothers August 1999 - October 2001
Skills
IPO, Investment Banking, Mergers, Equities, Equity Capital Markets, Strategic Advisory, Sell Side, LBO
Education
University of Virginia School of Law 1995 — 1998
J.D.
University of Michigan 1991 — 1995
B.S.E., Chemical Engineering
David Metzman's Lehman Brothers Experience 1998 - 2002
Job General Counsel, CCO at AURELIUS CAPITAL MANAGEMENT, LP
Industry Financial Services
Experience
AURELIUS CAPITAL MANAGEMENT, LP March 2010 - Present
Gramercy Advisors LLC December 2002 - March 2010
Lehman Brothers 1998 - 2002
Sullivan & Cromwell LLP 1993 - 1998
Skills
Alternative Investments, Fixed Income, Due Diligence, Securities, Mergers & Acquisitions, Securities Regulation, Hedge Funds, Equities, Capital Markets, Portfolio Management, Structured Products, Investments, Structured Finance, Asset Management, Corporate Governance, Investment Banking, Trading, Corporate Law
Education
University of Pennsylvania Law School 1990 — 1993
JD
University of Miami 1986 — 1990
Bachelor's Degree, Economics, History, w/honors, Phi Beta Kappa, academic full scholarship
University of Oxford 1988 — 1989
Hebrew Studies
Miami Palmetto Senior High 1983 — 1986
AURELIUS CAPITAL MANAGEMENT, LP March 2010 - Present
Gramercy Advisors LLC December 2002 - March 2010
Lehman Brothers 1998 - 2002
Sullivan & Cromwell LLP 1993 - 1998
Skills
Alternative Investments, Fixed Income, Due Diligence, Securities, Mergers & Acquisitions, Securities Regulation, Hedge Funds, Equities, Capital Markets, Portfolio Management, Structured Products, Investments, Structured Finance, Asset Management, Corporate Governance, Investment Banking, Trading, Corporate Law
Education
University of Pennsylvania Law School 1990 — 1993
JD
University of Miami 1986 — 1990
Bachelor's Degree, Economics, History, w/honors, Phi Beta Kappa, academic full scholarship
University of Oxford 1988 — 1989
Hebrew Studies
Miami Palmetto Senior High 1983 — 1986
Jimmy Kao, CFA's Lehman Brothers Experience 2003 - 2005
Job Group Lead Financial Markets Group
Industry Banking
Experience
Office of the Comptroller of the Currency September 2011 - Present
HSBC September 2009 - August 2011
HSBC June 2006 - September 2009
Athena Asset Management February 2005 - May 2006
Lehman Brothers 2003 - 2005
Bank of America 1999 - 2001
Deutsche Bank 1996 - 1999
JP Morgan 1994 - 1996
Skills
Fixed Income, Credit Derivatives, Financial Markets, Valuation, Product Control, FX Derivatives, Derivatives, Capital Markets, Equities, Investment Banking, Bloomberg, Hedge Funds, Market Risk, Financial Risk, Middle Office, Interest Rate..., FX Options
Education
New York University - Leonard N. Stern School of Business 1991 — 1994
BS, Finance and Accounting
University of Michigan 1990 — 1991
Office of the Comptroller of the Currency September 2011 - Present
HSBC September 2009 - August 2011
HSBC June 2006 - September 2009
Athena Asset Management February 2005 - May 2006
Lehman Brothers 2003 - 2005
Bank of America 1999 - 2001
Deutsche Bank 1996 - 1999
JP Morgan 1994 - 1996
Skills
Fixed Income, Credit Derivatives, Financial Markets, Valuation, Product Control, FX Derivatives, Derivatives, Capital Markets, Equities, Investment Banking, Bloomberg, Hedge Funds, Market Risk, Financial Risk, Middle Office, Interest Rate..., FX Options
Education
New York University - Leonard N. Stern School of Business 1991 — 1994
BS, Finance and Accounting
University of Michigan 1990 — 1991
Brandon Vair's Lehman Brothers Experience June 2004 - Present
Job Institutional Equities Sales & Trading
Industry Financial Services
Experience
Lehman Brothers June 2004 - Present
Education
University of Miami - School of Business 2000 — 2004
Lehman Brothers June 2004 - Present
Education
University of Miami - School of Business 2000 — 2004
Alan Tannenbaum's Lehman Brothers Experience 1998 - 2006
Job Managing Director at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets March 2010 - Present
Odyne Corporation September 2007 - January 2009
Lehman Brothers 1998 - 2006
Paragon Asset Management 1997 - 1998
Lehman Brothers 1993 - 1997
James Capel Inc. 1991 - 1993
Skills
Capital Markets
Education
University of Michigan 1986 — 1990
Bachelor of Arts (B.A.), English
BMO Capital Markets March 2010 - Present
Odyne Corporation September 2007 - January 2009
Lehman Brothers 1998 - 2006
Paragon Asset Management 1997 - 1998
Lehman Brothers 1993 - 1997
James Capel Inc. 1991 - 1993
Skills
Capital Markets
Education
University of Michigan 1986 — 1990
Bachelor of Arts (B.A.), English
Christopher Polanco's Lehman Brothers Experience March 2004 - 2015
Job at
Industry Real Estate
Experience
Rialto Capital Management April 2015 - Present
Lehman Brothers March 2004 - 2015
Skills
CMBS, Investment Banking, Capital Markets, Fixed Income, Valuation, Due Diligence, Financial Modeling, Private Equity, Portfolio Management, Bloomberg, Equities, Hedge Funds, Financial Analysis, Asset Management
Education
University of Miami 2000 — 2003
Rialto Capital Management April 2015 - Present
Lehman Brothers March 2004 - 2015
Skills
CMBS, Investment Banking, Capital Markets, Fixed Income, Valuation, Due Diligence, Financial Modeling, Private Equity, Portfolio Management, Bloomberg, Equities, Hedge Funds, Financial Analysis, Asset Management
Education
University of Miami 2000 — 2003
Ray Kahn's Lehman Brothers Experience 2001 - 2008
Job Managing Director at Barclays
Industry Financial Services
Experience
Barclays March 2014 - Present
Barclays Capital October 2009 - February 2014
Barclays Capital September 2008 - December 2009
Lehman Brothers 2001 - 2008
Skills
Derivatives, Hedging, Portfolio Management, Counterparty Risk, Clearing, Financial Regulation, Loan Trading, CDS Trading, Prime Brokerage, Risk Management, Fixed Income, Capital Markets, Credit Derivatives
Education
University of Pennsylvania - The Wharton School 1990 — 1992
Master of Business Administration (MBA), Finance, General
University of Michigan 1984 — 1988
BA, Economics
Barclays March 2014 - Present
Barclays Capital October 2009 - February 2014
Barclays Capital September 2008 - December 2009
Lehman Brothers 2001 - 2008
Skills
Derivatives, Hedging, Portfolio Management, Counterparty Risk, Clearing, Financial Regulation, Loan Trading, CDS Trading, Prime Brokerage, Risk Management, Fixed Income, Capital Markets, Credit Derivatives
Education
University of Pennsylvania - The Wharton School 1990 — 1992
Master of Business Administration (MBA), Finance, General
University of Michigan 1984 — 1988
BA, Economics
Adam Widener's Lehman Brothers Experience 2007 - 2008
Job EII Capital Management, Inc.
Industry Investment Management
Experience
EII Capital Management, Inc. September 2010 - Present
Lehman Brothers 2007 - 2008
Skills
Financial Modeling, Valuation, Equities, Capital Markets, Financial Analysis, Due Diligence, Bloomberg, Investment Banking, Private Equity, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
University of Michigan
EII Capital Management, Inc. September 2010 - Present
Lehman Brothers 2007 - 2008
Skills
Financial Modeling, Valuation, Equities, Capital Markets, Financial Analysis, Due Diligence, Bloomberg, Investment Banking, Private Equity, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
University of Michigan
Jarrett Osborn's Lehman Brothers Experience July 1994 - July 1995
Job President at Osborn Financial Group
Industry Insurance
Experience
Osborn Financial Group 2006 - Present
Raymond James Financial Inc. August 2002 - August 2008
Prudential Securities July 1995 - April 2002
Lehman Brothers July 1994 - July 1995
Skills
Insurance, Employee Benefits, Health Insurance, Disability Insurance, Long-term Care, Underwriting, Finance, Medicare, Health Savings Accounts, Financial Services, Strategic Financial...
Education
University of Massachusetts, Amherst 1990 — 1994
Bachelor of Science (BS), Managament/Finance
University of Massachusetts, Amherst
Osborn Financial Group 2006 - Present
Raymond James Financial Inc. August 2002 - August 2008
Prudential Securities July 1995 - April 2002
Lehman Brothers July 1994 - July 1995
Skills
Insurance, Employee Benefits, Health Insurance, Disability Insurance, Long-term Care, Underwriting, Finance, Medicare, Health Savings Accounts, Financial Services, Strategic Financial...
Education
University of Massachusetts, Amherst 1990 — 1994
Bachelor of Science (BS), Managament/Finance
University of Massachusetts, Amherst
Louis Satenstein's Lehman Brothers Experience June 1997 - March 1999
Job Director at GMP Securities, LLC
Industry Capital Markets
Experience
GMP Securities March 2001 - Present
ING September 1999 - March 2001
Lehman Brothers June 1997 - March 1999
Paine Webber April 1991 - June 1997
Prudential Financial March 1986 - April 1991
EF Hutton April 1982 - March 1986
Skills
High Yield, Securities, Convertible Bonds, Institutional, Bonds, Equities, Debt, Credit, Alternative Investments, Capital Markets, Fixed Income, Hedge Funds, Private Equity, Trading, Bloomberg, Options
Education
University of Miami 1969 — 1973
Bachelor of Arts, English Language and Literature, General
GMP Securities March 2001 - Present
ING September 1999 - March 2001
Lehman Brothers June 1997 - March 1999
Paine Webber April 1991 - June 1997
Prudential Financial March 1986 - April 1991
EF Hutton April 1982 - March 1986
Skills
High Yield, Securities, Convertible Bonds, Institutional, Bonds, Equities, Debt, Credit, Alternative Investments, Capital Markets, Fixed Income, Hedge Funds, Private Equity, Trading, Bloomberg, Options
Education
University of Miami 1969 — 1973
Bachelor of Arts, English Language and Literature, General
Matthew Dermer's Lehman Brothers Experience April 2001 - September 2007
Job Managing Director Investments
Industry Financial Services
Experience
Large Commercial Bank September 2007 - Present
Lehman Brothers April 2001 - September 2007
Hambrecht & Quist 1997 - 2001
JP Morgan, Chase H&Q, Hambrecht & Quist 1997 - 2001
Oppenheimer & Co. 1991 - 1997
Skills
Investments, Treasury, Risk Management, Loans, Capital Markets, Fixed Income, FX Options, Asset Managment, Private Equity, Portfolio Management, Corporate Finance, Financial Analysis, Banking, Cash Management, Treasury Management, Asset Management
Education
University of Michigan 1987 — 1991
Large Commercial Bank September 2007 - Present
Lehman Brothers April 2001 - September 2007
Hambrecht & Quist 1997 - 2001
JP Morgan, Chase H&Q, Hambrecht & Quist 1997 - 2001
Oppenheimer & Co. 1991 - 1997
Skills
Investments, Treasury, Risk Management, Loans, Capital Markets, Fixed Income, FX Options, Asset Managment, Private Equity, Portfolio Management, Corporate Finance, Financial Analysis, Banking, Cash Management, Treasury Management, Asset Management
Education
University of Michigan 1987 — 1991
Ari Spar's Lehman Brothers Experience MDLehman Brothers1991 - 2008
Job managing director at Barclays Wealth
Industry Banking
Experience
Lehman Brothers MDLehman Brothers1991 - 2008
Education
University of Michigan 1985 — 1989
Lehman Brothers MDLehman Brothers1991 - 2008
Education
University of Michigan 1985 — 1989
Jason Padley's Lehman Brothers Experience June 1997 - July 1997
Job Director, Risk Assurance at PwC
Industry Accounting
Experience
PwC August 2013 - Present
PwC Switzerland May 2011 - July 2013
PwC (Japan) June 2008 - May 2011
PricewaterhouseCoopers September 2005 - July 2008
Enkei America, Inc. June 1998 - August 1998
Lehman Brothers June 1997 - July 1997
Skills
SOX, J-SOX, Internal Controls, Assurance, Process Improvement, Risk, Internal Audit, US GAAP, Audit, IT Audit, SAS70, SEC reporting, Risk Management, IFRS, Compliance, Compliance Audits, CISA, External Audit, Enterprise Risk..., Auditing, Sarbanes-Oxley Act, SEC filings, Sarbanes-Oxley, Big 4, COSO, Financial Audits, Financial Reporting, SOX 404, Risk Assessment, Consolidation, ITGC, SSAE 16, COBIT, IT Controls, Information Security, IT Risk Management
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 2000
BBA, Finance, CIS
American School in Japan 1994 — 1996
PwC August 2013 - Present
PwC Switzerland May 2011 - July 2013
PwC (Japan) June 2008 - May 2011
PricewaterhouseCoopers September 2005 - July 2008
Enkei America, Inc. June 1998 - August 1998
Lehman Brothers June 1997 - July 1997
Skills
SOX, J-SOX, Internal Controls, Assurance, Process Improvement, Risk, Internal Audit, US GAAP, Audit, IT Audit, SAS70, SEC reporting, Risk Management, IFRS, Compliance, Compliance Audits, CISA, External Audit, Enterprise Risk..., Auditing, Sarbanes-Oxley Act, SEC filings, Sarbanes-Oxley, Big 4, COSO, Financial Audits, Financial Reporting, SOX 404, Risk Assessment, Consolidation, ITGC, SSAE 16, COBIT, IT Controls, Information Security, IT Risk Management
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 2000
BBA, Finance, CIS
American School in Japan 1994 — 1996
Landon Glover's Lehman Brothers Experience May 2007 - July 2007
Job United Talent Agency Sports Media Dept
Industry Entertainment
Experience
United Talent Agency November 2013 - Present
TNT Media October 2008 - June 2012
U.S. Department of Justice May 2011 - July 2011
Electronic Arts September 2004 - May 2008
Lehman Brothers May 2007 - July 2007
Skills
Legal Research, Public Speaking, Marketing, Bankruptcy, Finance, Contract Negotiation, SEM, Social Media Marketing, Entertainment, Microsoft Office, PowerPoint
Education
University of Miami School of Law 2010 — 2013
Juris Doctor
University of Miami 2004 — 2008
Bachelor of Business Administration, Finance, Economics
United Talent Agency November 2013 - Present
TNT Media October 2008 - June 2012
U.S. Department of Justice May 2011 - July 2011
Electronic Arts September 2004 - May 2008
Lehman Brothers May 2007 - July 2007
Skills
Legal Research, Public Speaking, Marketing, Bankruptcy, Finance, Contract Negotiation, SEM, Social Media Marketing, Entertainment, Microsoft Office, PowerPoint
Education
University of Miami School of Law 2010 — 2013
Juris Doctor
University of Miami 2004 — 2008
Bachelor of Business Administration, Finance, Economics
Andrew Fung, CFA's Lehman Brothers Experience January 2008 - September 2008
Job Equity Research
Industry Capital Markets
Experience
CLSA October 2011 - Present
Barclays Capital September 2008 - August 2011
Lehman Brothers January 2008 - September 2008
Lehman Brothers June 2006 - December 2007
Lehman Brothers March 2004 - June 2006
Education
University of Michigan
CLSA October 2011 - Present
Barclays Capital September 2008 - August 2011
Lehman Brothers January 2008 - September 2008
Lehman Brothers June 2006 - December 2007
Lehman Brothers March 2004 - June 2006
Education
University of Michigan
Larry Goodman's Lehman Brothers Experience January 2002 - November 2007
Job Broker Associate at ERA Herman Group
Industry Financial Services
Experience
ERA Herman Group July 2013 - Present
The Keyes Company August 2010 - July 2013
Web Creations of America September 2009 - May 2011
WCS Lending December 2007 - June 2009
Lehman Brothers January 2002 - November 2007
Skills
Mortgage Banking, Mortgage Lending, Real Estate, Real Estate Economics, Investment Properties, Residential Mortgages, FHA, Investors, Foreclosures, First Time Home Buyers, Condos, Real Estate Financing, Selling, Short Sales, REO, Real Estate Transactions, Sellers, Referrals, Relocation, Single Family Homes, Real Property, Listings, Buyer Representation, Luxury
Education
University of Miami 1978 — 1980
Bachelor of Business Administration (BBA)
University of Miami - School of Business 1976 — 1980
Bachelor of Business Administration (BBA)
ERA Herman Group July 2013 - Present
The Keyes Company August 2010 - July 2013
Web Creations of America September 2009 - May 2011
WCS Lending December 2007 - June 2009
Lehman Brothers January 2002 - November 2007
Skills
Mortgage Banking, Mortgage Lending, Real Estate, Real Estate Economics, Investment Properties, Residential Mortgages, FHA, Investors, Foreclosures, First Time Home Buyers, Condos, Real Estate Financing, Selling, Short Sales, REO, Real Estate Transactions, Sellers, Referrals, Relocation, Single Family Homes, Real Property, Listings, Buyer Representation, Luxury
Education
University of Miami 1978 — 1980
Bachelor of Business Administration (BBA)
University of Miami - School of Business 1976 — 1980
Bachelor of Business Administration (BBA)
Alberto Morante's Lehman Brothers Experience 1993 - 2003
Job Consultant
Industry Information Technology and Services
Experience
Relational & Network Systems, Inc. June 1988 - Present
Lehman Brothers 1993 - 2003
Skills
Enterprise Architecture, Business Analysis, IT Strategy, Vendor Management, SDLC, Quality Assurance, Analysis, Software Project..., Trading Systems, Capital Markets, Databases, Derivatives, Fixed Income, Requirements Analysis
Education
University of Miami 1982 — 1984
MSEE, Electrical Engineering
Relational & Network Systems, Inc. June 1988 - Present
Lehman Brothers 1993 - 2003
Skills
Enterprise Architecture, Business Analysis, IT Strategy, Vendor Management, SDLC, Quality Assurance, Analysis, Software Project..., Trading Systems, Capital Markets, Databases, Derivatives, Fixed Income, Requirements Analysis
Education
University of Miami 1982 — 1984
MSEE, Electrical Engineering
Mark R. Diamond's Lehman Brothers Experience April 1990 - September 1996
Job Partner at Rimon
Industry Law Practice
Experience
Rimon February 2012 - Present
Diamond Consulting August 2004 - February 2012
Cannell Capital LLC October 2002 - June 2004
Robertson Stephens May 2000 - July 2002
Wasserstein Perella March 1999 - May 2000
Deutsche Bank October 1996 - February 1999
Lehman Brothers April 1990 - September 1996
Coudert Brothers December 1980 - April 1990
Skills
Hedge Funds, Securities, Asset Management, Compliance, Investment Advisory, Trading, Asset Managment, Mergers & Acquisitions, Financial Services, Mergers, Investments, Capital Markets, Alternative Investments, Financial Structuring, Corporate Law
Education
USC Gould School of Law 1977 — 1980
J.D., Law
University of Michigan 1974 — 1977
B.G.S., General Studies
Rimon February 2012 - Present
Diamond Consulting August 2004 - February 2012
Cannell Capital LLC October 2002 - June 2004
Robertson Stephens May 2000 - July 2002
Wasserstein Perella March 1999 - May 2000
Deutsche Bank October 1996 - February 1999
Lehman Brothers April 1990 - September 1996
Coudert Brothers December 1980 - April 1990
Skills
Hedge Funds, Securities, Asset Management, Compliance, Investment Advisory, Trading, Asset Managment, Mergers & Acquisitions, Financial Services, Mergers, Investments, Capital Markets, Alternative Investments, Financial Structuring, Corporate Law
Education
USC Gould School of Law 1977 — 1980
J.D., Law
University of Michigan 1974 — 1977
B.G.S., General Studies
Darcy Lamont's Lehman Brothers Experience February 2005 - September 2009
Job VP Loan Administrator Manager
Industry Commercial Real Estate
Experience
Union Bank August 2014 - Present
Ready Cap Commercial, LLC October 2012 - July 2014
Aurora Bank FSB September 2009 - June 2012
Lehman Brothers February 2005 - September 2009
BowTie Inc. 2002 - 2003
Skills
Loans, Underwriting, Credit, Commercial Lending, Mortgage Servicing, Commercial Mortgages, Funding, Loan Servicing, Real Estate Economics, Mortgage Lending, Loan Origination, Finance, Mortgage Banking, Banking, SBA, Financial Analysis, Portfolio Management
Education
University of Massachusetts, Amherst 1997 — 2001
Bachelor's, Communications
Union Bank August 2014 - Present
Ready Cap Commercial, LLC October 2012 - July 2014
Aurora Bank FSB September 2009 - June 2012
Lehman Brothers February 2005 - September 2009
BowTie Inc. 2002 - 2003
Skills
Loans, Underwriting, Credit, Commercial Lending, Mortgage Servicing, Commercial Mortgages, Funding, Loan Servicing, Real Estate Economics, Mortgage Lending, Loan Origination, Finance, Mortgage Banking, Banking, SBA, Financial Analysis, Portfolio Management
Education
University of Massachusetts, Amherst 1997 — 2001
Bachelor's, Communications
Tom McCleary's Lehman Brothers Experience February 1997 - February 2003
Job Broker at Berkshire Hathaway HomeServices KoenigRubloff Realty Group
Industry Real Estate
Experience
Berkshire Hathaway HomeServices KoenigRubloff Realty Group July 2014 - Present
Mizuho Securities USA Inc. August 2012 - August 2014
Wells Fargo Securities October 2010 - May 2012
Cantor Fitzgerald September 2008 - October 2010
Countrywide Securities February 2003 - August 2008
Lehman Brothers February 1997 - February 2003
Skills
Residential Homes, Luxury Homes, New Homes, First Time Home Buyers, Existing Home Sales, Residential Mortgages, Structured Products, Capital Markets, Investments, Portfolio Management, Derivatives, Valuation, Asset Management
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance, General
University of Michigan 1977 — 1981
Bachelor of Science (BS), Mechanical Engineering
Berkshire Hathaway HomeServices KoenigRubloff Realty Group July 2014 - Present
Mizuho Securities USA Inc. August 2012 - August 2014
Wells Fargo Securities October 2010 - May 2012
Cantor Fitzgerald September 2008 - October 2010
Countrywide Securities February 2003 - August 2008
Lehman Brothers February 1997 - February 2003
Skills
Residential Homes, Luxury Homes, New Homes, First Time Home Buyers, Existing Home Sales, Residential Mortgages, Structured Products, Capital Markets, Investments, Portfolio Management, Derivatives, Valuation, Asset Management
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance, General
University of Michigan 1977 — 1981
Bachelor of Science (BS), Mechanical Engineering
Vijay Pant's Lehman Brothers Experience March 2006 - September 2008
Job Treasurer at Millennium
Industry Financial Services
Experience
Millennium April 2014 - Present
Barclays Capital September 2008 - April 2014
Lehman Brothers March 2006 - September 2008
Morgan Stanley January 2002 - March 2006
Skills
Prime Brokerage
Education
University of Michigan 1991 — 1996
Ph.D., Mathematics
Millennium April 2014 - Present
Barclays Capital September 2008 - April 2014
Lehman Brothers March 2006 - September 2008
Morgan Stanley January 2002 - March 2006
Skills
Prime Brokerage
Education
University of Michigan 1991 — 1996
Ph.D., Mathematics
Robert Goehring, CFA's Lehman Brothers Experience July 2007 - September 2008
Job Vice President at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank March 2014 - Present
Barclays Investment Bank March 2010 - March 2014
Barclays Investment Bank October 2008 - March 2010
Lehman Brothers July 2007 - September 2008
Skills
Finance, Product Control, Credit, Credit Derivatives, Structured Products, Equities, IFRS, ACBS, Loans, GIPS Compliance, Microsoft Excel, Excel Pivot, Alternative Investments, Asset Management, Bonds, Capital Markets, FX Options, Fixed Income, Middle Office, Trading
Education
University of Miami - School of Business 2003 — 2007
Bachelors, Finance
Wirtschaftsuniversität Wien / Vienna University of Economics and Business Administration 2006 — 2006
Business Administration and Management, General
Barclays Investment Bank March 2014 - Present
Barclays Investment Bank March 2010 - March 2014
Barclays Investment Bank October 2008 - March 2010
Lehman Brothers July 2007 - September 2008
Skills
Finance, Product Control, Credit, Credit Derivatives, Structured Products, Equities, IFRS, ACBS, Loans, GIPS Compliance, Microsoft Excel, Excel Pivot, Alternative Investments, Asset Management, Bonds, Capital Markets, FX Options, Fixed Income, Middle Office, Trading
Education
University of Miami - School of Business 2003 — 2007
Bachelors, Finance
Wirtschaftsuniversität Wien / Vienna University of Economics and Business Administration 2006 — 2006
Business Administration and Management, General
Brian Gross's Lehman Brothers Experience February 2007 - September 2008
Job Director at Royal Bank of Canada
Industry Real Estate
Experience
Royal Bank of Canada May 2011 - Present
Lehman Brothers Holdings Inc. September 2008 - May 2011
Lehman Brothers February 2007 - September 2008
Lehman Brothers August 2003 - January 2007
Lehman Brothers July 1999 - July 2003
Carl Marks 1994 - 1994
Education
University of Michigan 1995 — 1999
BA
Royal Bank of Canada May 2011 - Present
Lehman Brothers Holdings Inc. September 2008 - May 2011
Lehman Brothers February 2007 - September 2008
Lehman Brothers August 2003 - January 2007
Lehman Brothers July 1999 - July 2003
Carl Marks 1994 - 1994
Education
University of Michigan 1995 — 1999
BA
Mark Livingston, CFA's Lehman Brothers Experience 2000 - 2004
Job Equity Research Analyst at Glenmede Trust Company
Industry Financial Services
Experience
Glenmede Trust Company May 2010 - Present
UBS 2006 - 2008
Lehman Brothers 2000 - 2004
Skills
Financial Modeling, Valuation, Analysis, Equity Research
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance and Accounting
University of Michigan 1996 — 2000
BBA, Accounting
Glenmede Trust Company May 2010 - Present
UBS 2006 - 2008
Lehman Brothers 2000 - 2004
Skills
Financial Modeling, Valuation, Analysis, Equity Research
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance and Accounting
University of Michigan 1996 — 2000
BBA, Accounting
Williston Barr's Lehman Brothers Experience September 2001 - March 2008
Job Derivative trade support
Industry Financial Services
Experience
Bank of New York Mellon January 2009 - June 2014
Lehman Brothers September 2001 - March 2008
Skills
Fixed Income, Trading, Derivatives, Capital Markets, Bloomberg, Credit Derivatives, Middle Office, Hedge Funds, Prime Brokerage, Swaps, ISDA, Trading Systems, Investment Banking, Rates
Education
University of Miami 1999 — 2001
BBA, Finance, General
Bank of New York Mellon January 2009 - June 2014
Lehman Brothers September 2001 - March 2008
Skills
Fixed Income, Trading, Derivatives, Capital Markets, Bloomberg, Credit Derivatives, Middle Office, Hedge Funds, Prime Brokerage, Swaps, ISDA, Trading Systems, Investment Banking, Rates
Education
University of Miami 1999 — 2001
BBA, Finance, General
Vanessa Galkin's Lehman Brothers Experience 2000 - 2004
Job Vice President
Industry Medical Devices
Experience
First Choice Diagnostis November 2011 - Present
Lehman Brothers 2000 - 2004
Skills
Sales Management, Strategic Planning, Marketing Strategy, New Business Development, Product Development, Team Building, Product Management, Marketing, Sales, Negotiation, Account Management, Medical Devices, Selling, Salesforce.com, Sales Operations, Cross-functional Team..., Strategy, Competitive Analysis, Sales Process, Start-ups, Direct Sales, Business Strategy, Leadership, Strategic Partnerships, Forecasting, Contract Negotiation, Product Launch
Education
University of Miami 1995 — 1999
First Choice Diagnostis November 2011 - Present
Lehman Brothers 2000 - 2004
Skills
Sales Management, Strategic Planning, Marketing Strategy, New Business Development, Product Development, Team Building, Product Management, Marketing, Sales, Negotiation, Account Management, Medical Devices, Selling, Salesforce.com, Sales Operations, Cross-functional Team..., Strategy, Competitive Analysis, Sales Process, Start-ups, Direct Sales, Business Strategy, Leadership, Strategic Partnerships, Forecasting, Contract Negotiation, Product Launch
Education
University of Miami 1995 — 1999
Alicia Van Oast's Lehman Brothers Experience 2000 - 2004
Job COO at Van Oast & Co
Industry Financial Services
Experience
Van Oast & Co. May 2007 - Present
Barclays Capital 2004 - 2007
Lehman Brothers 2000 - 2004
Goldman Sachs 1995 - 1999
Credit Suisse First Boston June 1994 - July 1995
Skills
Fixed Income, Sales, Capital Markets, Equities, Hedge Funds, Investment Banking, Derivatives, Trading, Bloomberg, Asset Management, Portfolio Management, Alternative Investments, Trading Systems, Securities, Valuation
Education
University of Michigan 1986 — 1994
BGS, Emerging Markets: SE Asia and Latin America
Van Oast & Co. May 2007 - Present
Barclays Capital 2004 - 2007
Lehman Brothers 2000 - 2004
Goldman Sachs 1995 - 1999
Credit Suisse First Boston June 1994 - July 1995
Skills
Fixed Income, Sales, Capital Markets, Equities, Hedge Funds, Investment Banking, Derivatives, Trading, Bloomberg, Asset Management, Portfolio Management, Alternative Investments, Trading Systems, Securities, Valuation
Education
University of Michigan 1986 — 1994
BGS, Emerging Markets: SE Asia and Latin America
Jonathan Duskin's Lehman Brothers Experience January 1998 - January 2002
Job CEO at Macellum Capital Management
Industry Financial Services
Experience
Macellum Capital Management September 2008 - Present
Prentice Capital January 2005 - February 2008
goody's 2006 - 2008
SAC Capital January 2002 - January 2005
Lehman Brothers January 1998 - January 2002
Skills
Due Diligence, Hedge Funds, Investment Management, Investment Banking, Venture Capital, Bloomberg, Options, Financial Modeling, Private Equity, Emerging Markets, Capital Markets, Structured Finance, Mergers & Acquisitions, Alternative Investments, Equities, Fixed Income, Trading Systems, Investments, Series 7, Securities, Financial Markets, Trading, Strategic Planning, Valuation, Investor Relations, Portfolio Management, Start-ups, Derivatives, Bonds, Corporate Finance, Equity Research, Finance, Asset Managment, Investment Strategies, Series 63, Financial Analysis, Business Strategy, Risk Management, Competitive Analysis, Mutual Funds, Commodity, Electronic Trading, Asset Allocation
Education
University of Massachusetts, Amherst 1985 — 1989
BBA, Finance, economics
Manhasset high school 1981 — 1985
high school
Macellum Capital Management September 2008 - Present
Prentice Capital January 2005 - February 2008
goody's 2006 - 2008
SAC Capital January 2002 - January 2005
Lehman Brothers January 1998 - January 2002
Skills
Due Diligence, Hedge Funds, Investment Management, Investment Banking, Venture Capital, Bloomberg, Options, Financial Modeling, Private Equity, Emerging Markets, Capital Markets, Structured Finance, Mergers & Acquisitions, Alternative Investments, Equities, Fixed Income, Trading Systems, Investments, Series 7, Securities, Financial Markets, Trading, Strategic Planning, Valuation, Investor Relations, Portfolio Management, Start-ups, Derivatives, Bonds, Corporate Finance, Equity Research, Finance, Asset Managment, Investment Strategies, Series 63, Financial Analysis, Business Strategy, Risk Management, Competitive Analysis, Mutual Funds, Commodity, Electronic Trading, Asset Allocation
Education
University of Massachusetts, Amherst 1985 — 1989
BBA, Finance, economics
Manhasset high school 1981 — 1985
high school
Kathleen Moy's Lehman Brothers Experience June 2001 - September 2008
Job AVP at Barclays Capital
Industry Financial Services
Experience
Barclays Capital 2008 - 2012
Lehman Brothers June 2001 - September 2008
Education
University of Massachusetts, Amherst
Barclays Capital 2008 - 2012
Lehman Brothers June 2001 - September 2008
Education
University of Massachusetts, Amherst
Alli McCartney's Lehman Brothers Experience June 2001 - September 2008
Job Managing Director, UBS
Industry Financial Services
Experience
UBS August 2015 - Present
JP Morgan Private Bank December 2008 - August 2015
Lehman Brothers June 2001 - September 2008
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance, International Business
University of Michigan 1994 — 1998
BS, Economics, Spanish Literature
UBS August 2015 - Present
JP Morgan Private Bank December 2008 - August 2015
Lehman Brothers June 2001 - September 2008
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance, International Business
University of Michigan 1994 — 1998
BS, Economics, Spanish Literature
Michael Cromwell's Lehman Brothers Experience 2008 - 2008
Job Strategic Assistant to the CEO at MDVIP
Industry Financial Services
Experience
MDVIP July 2015 - Present
Castlight Health June 2014 - August 2014
Ascension Health Care Network September 2012 - May 2013
Oak Hill Capital July 2010 - September 2012
Barclays Capital September 2008 - June 2010
Lehman Brothers 2008 - 2008
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Mergers & Acquisitions, Investment Banking, Corporate Finance, Financial Analysis, Venture Capital, Capital Markets, Strategy, Investments, Business Strategy, Strategic Planning, Microsoft Excel
Education
University of Michigan 2004 — 2008
BBA/BA, Finance, Latin
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
Calvert School
University of Pennsylvania - The Wharton School
MDVIP July 2015 - Present
Castlight Health June 2014 - August 2014
Ascension Health Care Network September 2012 - May 2013
Oak Hill Capital July 2010 - September 2012
Barclays Capital September 2008 - June 2010
Lehman Brothers 2008 - 2008
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Mergers & Acquisitions, Investment Banking, Corporate Finance, Financial Analysis, Venture Capital, Capital Markets, Strategy, Investments, Business Strategy, Strategic Planning, Microsoft Excel
Education
University of Michigan 2004 — 2008
BBA/BA, Finance, Latin
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
Calvert School
University of Pennsylvania - The Wharton School
Josip Rupena's Lehman Brothers Experience June 2006 - August 2006
Job Trader at GFG Capital
Industry Financial Services
Experience
GFG Capital June 2010 - Present
Goldman Sachs January 2007 - July 2008
Lehman Brothers June 2006 - August 2006
Skills
Trading, Equities, Options, Derivatives, Trading Strategies, Fixed Income, FX, ETFs, Portfolio Management, Hedge Funds, Equity Trading, Global Macro, Investments
Education
University of Miami 2003 — 2007
BBA, Finance
GFG Capital June 2010 - Present
Goldman Sachs January 2007 - July 2008
Lehman Brothers June 2006 - August 2006
Skills
Trading, Equities, Options, Derivatives, Trading Strategies, Fixed Income, FX, ETFs, Portfolio Management, Hedge Funds, Equity Trading, Global Macro, Investments
Education
University of Miami 2003 — 2007
BBA, Finance
Philip Ng's Lehman Brothers Experience March 2004 - June 2005
Job Senior Research Analyst at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company May 2010 - Present
Boyar Asset Management March 2009 - February 2010
Susquehanna International Group March 2008 - December 2008
Wachovia Securities June 2005 - March 2008
Lehman Brothers March 2004 - June 2005
Deloitte & Touche 2002 - 2004
Skills
Equities, Equity Research, Asset Management, Hedge Funds, Valuation, Equity Valuation, Packaging, Paper, Materials
Education
University of Michigan 1996 — 2000
BA, Economics & Communication Studies
Jefferies & Company May 2010 - Present
Boyar Asset Management March 2009 - February 2010
Susquehanna International Group March 2008 - December 2008
Wachovia Securities June 2005 - March 2008
Lehman Brothers March 2004 - June 2005
Deloitte & Touche 2002 - 2004
Skills
Equities, Equity Research, Asset Management, Hedge Funds, Valuation, Equity Valuation, Packaging, Paper, Materials
Education
University of Michigan 1996 — 2000
BA, Economics & Communication Studies
Edward Comeau, CFA's Lehman Brothers Experience 1991 - 1995
Job First New York Securities
Industry Financial Services
Experience
First New York Securities April 2005 - Present
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1995 - 2000
Lehman Brothers 1991 - 1995
Oppenheimer & Co. 1988 - 1991
Wood Gundy 1986 - 1988
Laidlaw Adams & Peck 1984 - 1986
Education
University of Massachusetts Boston 1977 — 1981
BS Finance & Accounting
First New York Securities April 2005 - Present
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1995 - 2000
Lehman Brothers 1991 - 1995
Oppenheimer & Co. 1988 - 1991
Wood Gundy 1986 - 1988
Laidlaw Adams & Peck 1984 - 1986
Education
University of Massachusetts Boston 1977 — 1981
BS Finance & Accounting
Jeffrey Radtke's Lehman Brothers Experience June 2006 - September 2008
Job Global Head of Program Trading at Barclays Capital
Industry Financial Services
Experience
Barclays Capital September 2008 - Present
Lehman Brothers June 2006 - September 2008
Deutsche Bank 1996 - 2006
Deutsche Bank Securities 1996 - 2006
NatWest 1996 - 1998
Morgan Stanley 1989 - 1996
Skills
Capital Markets, Derivatives, Electronic Trading, Equities, Equity Trading, Financial Markets, Fixed Income, Hedge Funds, Options, Program Trading, Trading, Trading Systems, VAR, Market Data, Equity Derivatives, Prime Brokerage
Education
University of Michigan 1986 — 1989
AB, Economics
University of Michigan
Barclays Capital September 2008 - Present
Lehman Brothers June 2006 - September 2008
Deutsche Bank 1996 - 2006
Deutsche Bank Securities 1996 - 2006
NatWest 1996 - 1998
Morgan Stanley 1989 - 1996
Skills
Capital Markets, Derivatives, Electronic Trading, Equities, Equity Trading, Financial Markets, Fixed Income, Hedge Funds, Options, Program Trading, Trading, Trading Systems, VAR, Market Data, Equity Derivatives, Prime Brokerage
Education
University of Michigan 1986 — 1989
AB, Economics
University of Michigan
Brady Kim's Lehman Brothers Experience May 2008 - September 2008
Job Analyst at Barclays Capital
Industry Financial Services
Experience
Barclays Capital May 2012 - Present
LBHI Derivatives January 2009 - December 2011
Barclays Capital October 2008 - December 2008
Lehman Brothers May 2008 - September 2008
Lehman Brothers April 2006 - April 2008
Skills
Fixed Income, Capital Markets, Investment Banking, Equities, Derivatives, Bloomberg, Valuation, Trading Systems, Equity Derivatives, Options, Bonds
Education
University of Michigan
Bachelor of Arts (B.A.), Economics
Barclays Capital May 2012 - Present
LBHI Derivatives January 2009 - December 2011
Barclays Capital October 2008 - December 2008
Lehman Brothers May 2008 - September 2008
Lehman Brothers April 2006 - April 2008
Skills
Fixed Income, Capital Markets, Investment Banking, Equities, Derivatives, Bloomberg, Valuation, Trading Systems, Equity Derivatives, Options, Bonds
Education
University of Michigan
Bachelor of Arts (B.A.), Economics
Jim Swigart's Lehman Brothers Experience June 1986 - June 1994
Job Cofounder, Director at EuropebyAir.com
Industry Airlines/Aviation
Experience
Mesa Airlines November 2007 - Present
EuropebyAir.com January 2000 - Present
Mesa Airlines 2003 - 2013
Mesa Airlines January 1998 - January 2003
Virgin Express Airways January 1998 - December 1999
Virgin Express Airways December 1995 - December 1997
Continental Airlines June 1993 - December 1995
Lehman Brothers June 1986 - June 1994
Skills
Private Equity, Financial Modeling, Mergers & Acquisitions, Nonprofits, Financial Analysis, Due Diligence, Venture Capital, Start-ups, Credit Analysis, Finance, Strategic Planning, Business Strategy, Investment Banking, Strategy, Corporate Finance, Business Planning, Management Consulting, Investments, Valuation
Education
University of Michigan 1974 — 1976
MBA, BS Engineering
University of Michigan Business School 1974 — 1976
MBA, Finance
Mesa Airlines November 2007 - Present
EuropebyAir.com January 2000 - Present
Mesa Airlines 2003 - 2013
Mesa Airlines January 1998 - January 2003
Virgin Express Airways January 1998 - December 1999
Virgin Express Airways December 1995 - December 1997
Continental Airlines June 1993 - December 1995
Lehman Brothers June 1986 - June 1994
Skills
Private Equity, Financial Modeling, Mergers & Acquisitions, Nonprofits, Financial Analysis, Due Diligence, Venture Capital, Start-ups, Credit Analysis, Finance, Strategic Planning, Business Strategy, Investment Banking, Strategy, Corporate Finance, Business Planning, Management Consulting, Investments, Valuation
Education
University of Michigan 1974 — 1976
MBA, BS Engineering
University of Michigan Business School 1974 — 1976
MBA, Finance
Meredith Geschwind's Lehman Brothers Experience May 2008 - August 2008
Job Associate Planner at Macy's Inc.
Industry Retail
Experience
Macy's Inc October 2014 - Present
Macy's Inc. January 2013 - October 2014
Barclays July 2009 - January 2013
Lehman Brothers May 2008 - August 2008
Cottage Pharmacy & Surgical May 2006 - August 2007
Skills
Event Management, Management, SharePoint, Visio, Microsoft Excel, Portfolio Management, Commodity, Financial Analysis, Bloomberg, Finance, Data Analysis, Bloomberg Terminal, Access, Analysis, Business Analysis, Microsoft Office
Education
University of Miami - School of Business 2005 — 2009
BBA, Finance
Macy's Inc October 2014 - Present
Macy's Inc. January 2013 - October 2014
Barclays July 2009 - January 2013
Lehman Brothers May 2008 - August 2008
Cottage Pharmacy & Surgical May 2006 - August 2007
Skills
Event Management, Management, SharePoint, Visio, Microsoft Excel, Portfolio Management, Commodity, Financial Analysis, Bloomberg, Finance, Data Analysis, Bloomberg Terminal, Access, Analysis, Business Analysis, Microsoft Office
Education
University of Miami - School of Business 2005 — 2009
BBA, Finance
Fred Orlan's Lehman Brothers Experience 1986 - 2008
Job Global Head of Fixed Income at Jefferies LLC
Industry Banking
Experience
Jefferies LLC May 2014 - Present
Barclays Capital March 2011 - January 2014
Barclays Capital October 2008 - March 2011
Lehman Brothers 1986 - 2008
Education
Roslyn HS
University of Michigan
Jefferies LLC May 2014 - Present
Barclays Capital March 2011 - January 2014
Barclays Capital October 2008 - March 2011
Lehman Brothers 1986 - 2008
Education
Roslyn HS
University of Michigan
Jenna Keefe's Lehman Brothers Experience July 2008 - August 2008
Job Assistant Vice President at Barclays
Industry Capital Markets
Experience
Barclays January 2012 - Present
Barclays Capital July 2009 - January 2012
Lehman Brothers July 2008 - August 2008
Education
University of Michigan
BS, Financial Math and Economics
Barclays January 2012 - Present
Barclays Capital July 2009 - January 2012
Lehman Brothers July 2008 - August 2008
Education
University of Michigan
BS, Financial Math and Economics
Jeffrey Tippins's Lehman Brothers Experience 2006 - 2008
Job AVP Network Operations at Randolph Savings Bank
Industry Banking
Experience
Randolph Savings Bank February 2014 - Present
Dean Bank October 2008 - February 2014
Lehman Brothers 2006 - 2008
Bank of Canton 2002 - 2006
Softrax 2000 - 2002
Central Vermont Public Service 1999 - 2000
Scudder Investments 1998 - 1999
Instinet Incorporated 1998 - 1998
Citizens Bank 1997 - 1998
Skills
Active Directory, Virtualization, Infrastructure, Integration, Troubleshooting, Project Management, Management, Storage Area Networks, Windows Server, Team Building, Wintel, SCOM, Enterprise Vault, SCCM, vSphere, VMware ESX, F5 BigIP, Citrix Metaframe, VMware Infrastructure, Disaster Recovery
Education
UMass Dartmouth 1986 — 1990
BA, Humanities / Social Science
Randolph Savings Bank February 2014 - Present
Dean Bank October 2008 - February 2014
Lehman Brothers 2006 - 2008
Bank of Canton 2002 - 2006
Softrax 2000 - 2002
Central Vermont Public Service 1999 - 2000
Scudder Investments 1998 - 1999
Instinet Incorporated 1998 - 1998
Citizens Bank 1997 - 1998
Skills
Active Directory, Virtualization, Infrastructure, Integration, Troubleshooting, Project Management, Management, Storage Area Networks, Windows Server, Team Building, Wintel, SCOM, Enterprise Vault, SCCM, vSphere, VMware ESX, F5 BigIP, Citrix Metaframe, VMware Infrastructure, Disaster Recovery
Education
UMass Dartmouth 1986 — 1990
BA, Humanities / Social Science
Steven Gottlieb's Lehman Brothers Experience March 2004 - September 2008
Job Barclays Wealth and Investment Management
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Barclays Wealth and Investment Management November 2009 - Present
UBS Wealth Management September 2008 - November 2009
Lehman Brothers March 2004 - September 2008
Skills
Equities
Education
University of Michigan
BS, ECONOMICS
Merrill Lynch July 2015 - Present
Barclays Wealth and Investment Management November 2009 - Present
UBS Wealth Management September 2008 - November 2009
Lehman Brothers March 2004 - September 2008
Skills
Equities
Education
University of Michigan
BS, ECONOMICS
Brian LaBasco's Lehman Brothers Experience July 2005 - December 2007
Job Vice President at Cross Keys Capital, LLC
Industry Investment Banking
Experience
Cross Keys Capital, LLC January 2013 - Present
RBC Capital Markets August 2011 - December 2012
Palladium Equity Partners July 2010 - August 2011
Sun Capital Partners January 2008 - January 2010
Lehman Brothers July 2005 - December 2007
Skills
Financial Modeling, Valuation, Private Equity, Corporate Finance, Due Diligence, Financial Analysis, Capital Markets, Mergers & Acquisitions, Investment Banking, Investments
Education
University of Miami 2003 — 2004
Bachelor of Business Administration, Finance
Cross Keys Capital, LLC January 2013 - Present
RBC Capital Markets August 2011 - December 2012
Palladium Equity Partners July 2010 - August 2011
Sun Capital Partners January 2008 - January 2010
Lehman Brothers July 2005 - December 2007
Skills
Financial Modeling, Valuation, Private Equity, Corporate Finance, Due Diligence, Financial Analysis, Capital Markets, Mergers & Acquisitions, Investment Banking, Investments
Education
University of Miami 2003 — 2004
Bachelor of Business Administration, Finance
Stephen Shankman's Lehman Brothers Experience 1998 - 2000
Job Healthcare I/T Investment Banking at Marlin & Associates
Industry Financial Services
Experience
Marlin & Associates 2013 - Present
UBS 2010 - 2012
Natixis 2004 - 2009
Carret Asset Management 2003 - 2004
Bernstein Investment Research and Management 2000 - 2002
Lehman Brothers 1998 - 2000
Skills
Equity Research, Valuation, Financial Modeling, Investment Management, Healthcare Industry, Healthcare Information..., Investments, Hedge Funds, Mergers & Acquisitions, Investment Banking, Portfolio Management, Bloomberg, Banking, Trading, Finance
Education
NYU Stern School of Business 2002 — 2004
Master of Business Administration (MBA), Finance and Marketing
University of Michigan 1994 — 1998
Bachelor's degree, Psychology and Pre-Med
Marlin & Associates 2013 - Present
UBS 2010 - 2012
Natixis 2004 - 2009
Carret Asset Management 2003 - 2004
Bernstein Investment Research and Management 2000 - 2002
Lehman Brothers 1998 - 2000
Skills
Equity Research, Valuation, Financial Modeling, Investment Management, Healthcare Industry, Healthcare Information..., Investments, Hedge Funds, Mergers & Acquisitions, Investment Banking, Portfolio Management, Bloomberg, Banking, Trading, Finance
Education
NYU Stern School of Business 2002 — 2004
Master of Business Administration (MBA), Finance and Marketing
University of Michigan 1994 — 1998
Bachelor's degree, Psychology and Pre-Med
Griffith Peck's Lehman Brothers Experience November 1987 - June 1994
Job Independent Capital Markets Professional
Industry Capital Markets
Experience
Wachovia Bank July 1998 - July 2004
Dean Witter June 1994 - May 1998
Lehman Brothers November 1987 - June 1994
E.F. Hutton August 1980 - November 1987
Skills
Equities, Trading, Capital Markets, Risk Management, Series 7, Securities, ETFs, Hedge Funds, Valuation, Alternative Investments, Options, Trading Systems, Fixed Income, Series 63, Bonds, Equity Trading, Asset Management, Financial Markets, Equity Derivatives, Bloomberg, Series 24, Investments
Education
University of Miami
Bachelor of Arts (BA), History, Marine Biology
Wachovia Bank July 1998 - July 2004
Dean Witter June 1994 - May 1998
Lehman Brothers November 1987 - June 1994
E.F. Hutton August 1980 - November 1987
Skills
Equities, Trading, Capital Markets, Risk Management, Series 7, Securities, ETFs, Hedge Funds, Valuation, Alternative Investments, Options, Trading Systems, Fixed Income, Series 63, Bonds, Equity Trading, Asset Management, Financial Markets, Equity Derivatives, Bloomberg, Series 24, Investments
Education
University of Miami
Bachelor of Arts (BA), History, Marine Biology
Roy Alexander's Lehman Brothers Experience 1995 - 1997
Job Director at KPMG
Industry Investment Banking
Experience
KPMG August 2014 - Present
Advent Software August 2011 - August 2014
Credit Suisse 2002 - January 2011
Morgan Stanley 1997 - 2002
Lehman Brothers 1995 - 1997
Pershing 1992 - 1995
Skills
Fixed Income, Hedge Funds, Prime Brokerage, Alternative Investments, Equities, Derivatives, Sales, Client Services, Process Consulting, Trading Systems, Finance, Financial Services, Middle Office, Trading, Options, Bloomberg, Fund Accounting, Relationship Management, Capital Markets, Investment Banking, Securities, Fund Of Funds, Margin, Security Operations
Education
University of Massachusetts, Amherst 1987 — 1991
BA, Finance, Economics
KPMG August 2014 - Present
Advent Software August 2011 - August 2014
Credit Suisse 2002 - January 2011
Morgan Stanley 1997 - 2002
Lehman Brothers 1995 - 1997
Pershing 1992 - 1995
Skills
Fixed Income, Hedge Funds, Prime Brokerage, Alternative Investments, Equities, Derivatives, Sales, Client Services, Process Consulting, Trading Systems, Finance, Financial Services, Middle Office, Trading, Options, Bloomberg, Fund Accounting, Relationship Management, Capital Markets, Investment Banking, Securities, Fund Of Funds, Margin, Security Operations
Education
University of Massachusetts, Amherst 1987 — 1991
BA, Finance, Economics
Joshua Cahill's Lehman Brothers Experience June 1998 - March 2000
Job Senior Research Analyst
Industry Investment Management
Experience
Portolan Capital Management December 2004 - Present
Citi November 2002 - November 2004
Morgan Stanley March 2000 - November 2001
Lehman Brothers June 1998 - March 2000
State Street June 1997 - June 1998
Skills
Equities, Investment Management, Hedge Funds, Alternative Investments, Asset Managment, Portfolio Management, Valuation, Series 63, Investments, Investment Strategies, Series 7, Mutual Funds, Fixed Income, Securities, Capital Markets, Asset Allocation, Wealth Management, Private Equity, Equity Research, Investment Banking, Strategic Financial..., Financial Modeling, Trading, Asset Management, Bloomberg, Equity Valuation
Education
University of Massachusetts, Amherst 1993 — 1997
Bachelor's Degree, Political Science and Government
Portolan Capital Management December 2004 - Present
Citi November 2002 - November 2004
Morgan Stanley March 2000 - November 2001
Lehman Brothers June 1998 - March 2000
State Street June 1997 - June 1998
Skills
Equities, Investment Management, Hedge Funds, Alternative Investments, Asset Managment, Portfolio Management, Valuation, Series 63, Investments, Investment Strategies, Series 7, Mutual Funds, Fixed Income, Securities, Capital Markets, Asset Allocation, Wealth Management, Private Equity, Equity Research, Investment Banking, Strategic Financial..., Financial Modeling, Trading, Asset Management, Bloomberg, Equity Valuation
Education
University of Massachusetts, Amherst 1993 — 1997
Bachelor's Degree, Political Science and Government
Aaron Rosen's Lehman Brothers Experience 2006 - 2008
Job Director, Corporate Finance
Industry Insurance
Experience
USI Insurance Services January 2010 - Present
Barclays Capital (formerly Lehman Brothers) September 2008 - January 2010
Lehman Brothers 2006 - 2008
Coach 2002 - 2006
PhoneFree.com 1999 - 2001
Skills
Financial Modeling, Forecasting, Corporate Finance, Valuation, Financial Analysis, Business Intelligence, Corporate FP&A, Capital Markets, Rating Agency Relations, Board of Directors..., Strategic Financial..., Financial Reporting, Acquisition Integration, MD&A, Investor Relations
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance and Entrepreneurship / Innovation
University of Michigan
Bachelor of General Studies, Math, Literature, Computer Science
USI Insurance Services January 2010 - Present
Barclays Capital (formerly Lehman Brothers) September 2008 - January 2010
Lehman Brothers 2006 - 2008
Coach 2002 - 2006
PhoneFree.com 1999 - 2001
Skills
Financial Modeling, Forecasting, Corporate Finance, Valuation, Financial Analysis, Business Intelligence, Corporate FP&A, Capital Markets, Rating Agency Relations, Board of Directors..., Strategic Financial..., Financial Reporting, Acquisition Integration, MD&A, Investor Relations
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance and Entrepreneurship / Innovation
University of Michigan
Bachelor of General Studies, Math, Literature, Computer Science
Janice McCombie's Lehman Brothers Experience June 1995 - December 2008
Job Market Data Engineer and Developer
Industry Financial Services
Experience
Liquidnet June 2009 - September 2012
Lehman Brothers June 1995 - December 2008
Skills
C++, Market Data, Solaris, Sybase, RMDS, Wombat, Equities, Trading Systems, C, gdb, GNU C++, GNU Debugger, Dbx, Visual C++, Java, Linux, Windows, Oracle SQL, SQL*Plus, Oracle SQL Developer, ISQL, Access, Bash, XML, IBM Rational Purify, Rational Quantify, STL, Pthreads, MFC, CVS, Perforce, Vim, Awk, Sed, Grep, Cron, Rsync, Netstat, TCP/IP, UDP
Education
University of Michigan
B.A., Economics
Liquidnet June 2009 - September 2012
Lehman Brothers June 1995 - December 2008
Skills
C++, Market Data, Solaris, Sybase, RMDS, Wombat, Equities, Trading Systems, C, gdb, GNU C++, GNU Debugger, Dbx, Visual C++, Java, Linux, Windows, Oracle SQL, SQL*Plus, Oracle SQL Developer, ISQL, Access, Bash, XML, IBM Rational Purify, Rational Quantify, STL, Pthreads, MFC, CVS, Perforce, Vim, Awk, Sed, Grep, Cron, Rsync, Netstat, TCP/IP, UDP
Education
University of Michigan
B.A., Economics
Laura Nolasco's Lehman Brothers Experience 2005 - 2007
Job Vice President at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase & Co. February 2014 - Present
JPMorgan Chase & Co. February 2009 - February 2014
JPMorgan Chase & Co. October 2007 - February 2009
Nine West Group 2007 - 2007
Lehman Brothers 2005 - 2007
Skills
Risk Management, Banking, Financial Modeling, Finance, Financial Services
Education
University of Miami - School of Business 2001 — 2004
BBA, International Finance and Marketing
JPMorgan Chase & Co. February 2014 - Present
JPMorgan Chase & Co. February 2009 - February 2014
JPMorgan Chase & Co. October 2007 - February 2009
Nine West Group 2007 - 2007
Lehman Brothers 2005 - 2007
Skills
Risk Management, Banking, Financial Modeling, Finance, Financial Services
Education
University of Miami - School of Business 2001 — 2004
BBA, International Finance and Marketing
Adam Zotkow's Lehman Brothers Experience 2004 - 2005
Job Partner at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs October 2005 - Present
Lehman Brothers 2004 - 2005
eXstream Solutions October 1999 - June 2002
Skills
Capital Markets, Derivatives, Fixed Income, Investment Banking, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Finance
University of Michigan 1993 — 1997
Wayne Valley High School 1993 — 1997
N/A, N/A
Goldman Sachs October 2005 - Present
Lehman Brothers 2004 - 2005
eXstream Solutions October 1999 - June 2002
Skills
Capital Markets, Derivatives, Fixed Income, Investment Banking, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Finance
University of Michigan 1993 — 1997
Wayne Valley High School 1993 — 1997
N/A, N/A
Melamed David's Lehman Brothers Experience April 2000 - November 2008
Job
Industry Financial Services
Experience
Barclays Wealth April 2009 - Present
UBS November 2008 - April 2009
Lehman Brothers April 2000 - November 2008
Education
Baruch College 1995 — 1999
BA, International Marketing
University of Miami 1993 — 1994
Barclays Wealth April 2009 - Present
UBS November 2008 - April 2009
Lehman Brothers April 2000 - November 2008
Education
Baruch College 1995 — 1999
BA, International Marketing
University of Miami 1993 — 1994
Shikha Kapur's Lehman Brothers Experience August 2001 - July 2004
Job Strategy and M&A
Industry Management Consulting
Experience
EY September 2014 - Present
EY October 2012 - September 2014
EY September 2010 - September 2012
Private Company November 2004 - June 2008
Lehman Brothers August 2001 - July 2004
Skills
Mergers, Management Consulting, Restructuring, Private Equity, Business Strategy, Strategy, Mergers & Acquisitions, Valuation, Business Planning, Finance, Management
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
University of Michigan - Stephen M. Ross School of Business 1997 — 2001
BBA
EY September 2014 - Present
EY October 2012 - September 2014
EY September 2010 - September 2012
Private Company November 2004 - June 2008
Lehman Brothers August 2001 - July 2004
Skills
Mergers, Management Consulting, Restructuring, Private Equity, Business Strategy, Strategy, Mergers & Acquisitions, Valuation, Business Planning, Finance, Management
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
University of Michigan - Stephen M. Ross School of Business 1997 — 2001
BBA
Adam Seiden, CFA's Lehman Brothers Experience August 2007 - August 2008
Job Vice President, Equity Research, Barclays
Industry Investment Banking
Experience
Barclays August 2015 - Present
Barclays March 2011 - August 2015
UBS Investment Bank August 2008 - March 2011
Lehman Brothers August 2007 - August 2008
Neuberger Berman May 2006 - August 2006
Skills
Bloomberg, Equities, Finance, Financial Modeling, Fixed Income
Education
University of Miami 2003 — 2007
BBA, Finance
Barclays August 2015 - Present
Barclays March 2011 - August 2015
UBS Investment Bank August 2008 - March 2011
Lehman Brothers August 2007 - August 2008
Neuberger Berman May 2006 - August 2006
Skills
Bloomberg, Equities, Finance, Financial Modeling, Fixed Income
Education
University of Miami 2003 — 2007
BBA, Finance
James Ben's Lehman Brothers Experience April 2000 - September 2008
Job Managing Director at Rothschild
Industry Investment Banking
Experience
Rothschild September 2013 - Present
Barclays September 2008 - September 2013
Lehman Brothers April 2000 - September 2008
Sullivan & Cromwell LLP September 1998 - April 2000
Bingham McCutchen September 1997 - September 1998
Education
University of Miami School of Law 1994 — 1997
Doctor of Law (JD)
University of New Hampshire - Whittemore School of Business and Economics
B.S.
Rothschild September 2013 - Present
Barclays September 2008 - September 2013
Lehman Brothers April 2000 - September 2008
Sullivan & Cromwell LLP September 1998 - April 2000
Bingham McCutchen September 1997 - September 1998
Education
University of Miami School of Law 1994 — 1997
Doctor of Law (JD)
University of New Hampshire - Whittemore School of Business and Economics
B.S.
John Dabbs's Lehman Brothers Experience December 2006 - September 2008
Job US Head of Listed Derivatives and OTC Clearing
Industry Investment Banking
Experience
Credit Suisse July 2012 - Present
Credit Suisse January 2011 - July 2012
Credit Suisse August 2009 - January 2011
Nomura Securities September 2008 - August 2009
Lehman Brothers December 2006 - September 2008
Lehman Brothers June 2005 - December 2006
Morgan Stanley July 2001 - June 2005
Skills
Prime Brokerage, Electronic Trading, Trading Systems, Derivatives
Education
University of Michigan
BA, Economics
Credit Suisse July 2012 - Present
Credit Suisse January 2011 - July 2012
Credit Suisse August 2009 - January 2011
Nomura Securities September 2008 - August 2009
Lehman Brothers December 2006 - September 2008
Lehman Brothers June 2005 - December 2006
Morgan Stanley July 2001 - June 2005
Skills
Prime Brokerage, Electronic Trading, Trading Systems, Derivatives
Education
University of Michigan
BA, Economics
Alex Nelissen's Lehman Brothers Experience December 2007 - December 2010
Job UBS Equity Structured Derivatives Group
Industry Investment Banking
Experience
UBS Investment Bank May 2011 - Present
Lehman Brothers December 2007 - December 2010
Barclays Capital December 2006 - December 2010
JP Morgan September 2003 - November 2007
JP Morgan September 2003 - November 2007
UBS 2000 - 2001
NYSE Euronext August 1998 - September 1998
Goldman Sachs January 1998 - September 1998
Skills
Trading Systems, Fixed Income, Equities, Derivatives, FX Options, Trading, Middle Office, Emerging Markets, Financial Risk, Finance, Bloomberg, Options, Capital Markets, Equity Derivatives, Hedge Funds
Education
University of Massachusetts, Amherst
Finance, Investments
UBS Investment Bank May 2011 - Present
Lehman Brothers December 2007 - December 2010
Barclays Capital December 2006 - December 2010
JP Morgan September 2003 - November 2007
JP Morgan September 2003 - November 2007
UBS 2000 - 2001
NYSE Euronext August 1998 - September 1998
Goldman Sachs January 1998 - September 1998
Skills
Trading Systems, Fixed Income, Equities, Derivatives, FX Options, Trading, Middle Office, Emerging Markets, Financial Risk, Finance, Bloomberg, Options, Capital Markets, Equity Derivatives, Hedge Funds
Education
University of Massachusetts, Amherst
Finance, Investments
Jason Magesis's Lehman Brothers Experience February 2006 - September 2008
Job Manager Capital Markets Advisory at PwC
Industry Financial Services
Experience
PwC June 2015 - Present
Citigroup August 2009 - May 2015
Barclays Capital September 2008 - August 2009
Lehman Brothers February 2006 - September 2008
Skills
Fixed Income, Capital Markets, Equities, Derivatives, Investment Banking, Options, Corporate Finance, Securities, Risk Management, Analysis, Middle Office, Account Reconciliation, Internal Controls, Settlement, Strategy, Management
Education
University of Miami - School of Business 2000 — 2004
BBA, Finance, Management
PwC June 2015 - Present
Citigroup August 2009 - May 2015
Barclays Capital September 2008 - August 2009
Lehman Brothers February 2006 - September 2008
Skills
Fixed Income, Capital Markets, Equities, Derivatives, Investment Banking, Options, Corporate Finance, Securities, Risk Management, Analysis, Middle Office, Account Reconciliation, Internal Controls, Settlement, Strategy, Management
Education
University of Miami - School of Business 2000 — 2004
BBA, Finance, Management
Nicole Cheskey's Lehman Brothers Experience 2007 - 2008
Job Law Clerk at St. Joseph Circuit Court
Industry Law Practice
Experience
St. Joseph Circuit Court January 2012 - Present
Saint Joseph County Public Defender August 2011 - January 2012
Lake County State's Attorney's Office June 2011 - July 2011
Saint Joseph County Public Defender January 2011 - April 2011
Lake County State's Attorney's Office June 2010 - July 2010
Lehman Brothers 2007 - 2008
University of Michigan Ross School of Business 2006 - 2008
Education
University of Notre Dame Law School 2009 — 2012
J.D., Law
University of Michigan 2005 — 2009
Bachelor, Political Science, Classic Civilizations
St. Joseph Circuit Court January 2012 - Present
Saint Joseph County Public Defender August 2011 - January 2012
Lake County State's Attorney's Office June 2011 - July 2011
Saint Joseph County Public Defender January 2011 - April 2011
Lake County State's Attorney's Office June 2010 - July 2010
Lehman Brothers 2007 - 2008
University of Michigan Ross School of Business 2006 - 2008
Education
University of Notre Dame Law School 2009 — 2012
J.D., Law
University of Michigan 2005 — 2009
Bachelor, Political Science, Classic Civilizations
Brett Feldman's Lehman Brothers Experience September 2003 - September 2008
Job Vice President at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs May 2014 - Present
Deutsche Bank Securities September 2009 - March 2014
Barclays Investment Bank September 2008 - June 2009
Lehman Brothers September 2003 - September 2008
GoAmerica, Inc. November 2000 - May 2003
AT&T July 1997 - November 2000
Skills
Financial Modeling, Valuation, Capital Markets, Hedge Funds, Equities, Investment Banking, Investments, Equity Research, Financial Analysis, Bloomberg
Education
University of Michigan 1993 — 1997
Bachelor of Business Administration (BBA), Finance, General
Goldman Sachs May 2014 - Present
Deutsche Bank Securities September 2009 - March 2014
Barclays Investment Bank September 2008 - June 2009
Lehman Brothers September 2003 - September 2008
GoAmerica, Inc. November 2000 - May 2003
AT&T July 1997 - November 2000
Skills
Financial Modeling, Valuation, Capital Markets, Hedge Funds, Equities, Investment Banking, Investments, Equity Research, Financial Analysis, Bloomberg
Education
University of Michigan 1993 — 1997
Bachelor of Business Administration (BBA), Finance, General
Seth Jackier's Lehman Brothers Experience September 1995 - June 2000
Job Managing Director at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets April 2015 - Present
Gibraltar Related Entities June 2012 - Present
FDX Holdings LLC March 2014 - April 2015
Merrill Lynch June 2000 - June 2012
Lehman Brothers September 1995 - June 2000
Skills
Fixed Income, Securitization, Derivatives, Residential Mortgages, Commercial Mortgages, Hedging, Alternative Investments, Sales Management, Investment Banking, Hedge Funds, Sales, Deal Execution, Oil/Gas, Investments, Valuation, Portfolio Management, Capital Markets, Securities, Bloomberg, Trading, Asset Management, Loans, Credit, Equities, Series 63, Private Equity
Education
University of Michigan 1991 — 1995
Bachelor's degree, International Studies
RBC Capital Markets April 2015 - Present
Gibraltar Related Entities June 2012 - Present
FDX Holdings LLC March 2014 - April 2015
Merrill Lynch June 2000 - June 2012
Lehman Brothers September 1995 - June 2000
Skills
Fixed Income, Securitization, Derivatives, Residential Mortgages, Commercial Mortgages, Hedging, Alternative Investments, Sales Management, Investment Banking, Hedge Funds, Sales, Deal Execution, Oil/Gas, Investments, Valuation, Portfolio Management, Capital Markets, Securities, Bloomberg, Trading, Asset Management, Loans, Credit, Equities, Series 63, Private Equity
Education
University of Michigan 1991 — 1995
Bachelor's degree, International Studies
Jim Kelligrew's Lehman Brothers Experience 1989 - 1993
Job Executive Vice President at U.S. Bancorp
Industry Banking
Experience
U.S. Bancorp 2009 - Present
Wachovia Securities 2000 - 2009
Bank of America 1993 - 2003
Lehman Brothers 1989 - 1993
Education
University of Michigan 1983 — 1987
Bachelor's Degree, Economics and Sociology
U.S. Bancorp 2009 - Present
Wachovia Securities 2000 - 2009
Bank of America 1993 - 2003
Lehman Brothers 1989 - 1993
Education
University of Michigan 1983 — 1987
Bachelor's Degree, Economics and Sociology
Kelvin Hua's Lehman Brothers Experience July 2006 - October 2008
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2010 - Present
Lehman Brothers July 2006 - October 2008
Moody's Investors Service May 2005 - April 2006
Education
New York University - Leonard N. Stern School of Business 2003 — 2006
Bachelor of Science (BS), Accounting and Finance
University of Michigan 2002 — 2003
J.P. Morgan September 2010 - Present
Lehman Brothers July 2006 - October 2008
Moody's Investors Service May 2005 - April 2006
Education
New York University - Leonard N. Stern School of Business 2003 — 2006
Bachelor of Science (BS), Accounting and Finance
University of Michigan 2002 — 2003
Daniel Krinsky's Lehman Brothers Experience July 2007 - September 2008
Job Vice President at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs January 2014 - Present
Goldman Sachs May 2010 - December 2013
Barclays Investment Bank September 2008 - April 2010
Lehman Brothers July 2007 - September 2008
Education
University of Michigan 2003 — 2007
Bachelor of Arts (B.A.), Economics
Stuyvesant High School 1999 — 2003
Goldman Sachs January 2014 - Present
Goldman Sachs May 2010 - December 2013
Barclays Investment Bank September 2008 - April 2010
Lehman Brothers July 2007 - September 2008
Education
University of Michigan 2003 — 2007
Bachelor of Arts (B.A.), Economics
Stuyvesant High School 1999 — 2003
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS