Lehman Brothers
Industry: Investment banking company
DescriptionLehman Brothers Holdings Inc. was a global financial services firm. Before filing for bankruptcy in 2008, Lehman was the fourth-largest investment bank in the United States, doing business in investment ... Ceased operations: 2008 Headquarters: New York City, New York, United States Number of employees: 26,200 (2008) Parent organizations: Lehman (Cayman Islands) Ltd, Lehman Brothers Holdings Subsidiaries: Trilantic Capital Partners, Founders: Henry Lehman, Emanuel Lehman, Mayer Lehman
Lehman Brothers List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Lehman Brothers. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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10,333 Lehman Brothers employees in database. Find out everything there's to know about Lehman Brothers employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Lehman Brothers Employees
Employee
Years
Job
Industry
Beth (Legendre) MacDonald Beth (Legendre) MacDonald's Lehman Brothers Experience August 2007 - October 2008
Job Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley September 2013 - Present
Barclays October 2008 - September 2013
Lehman Brothers August 2007 - October 2008
Ocean Properties May 2005 - August 2007
Skills
Fixed Income, Portfolio Management, Financial Analysis, Investment Banking, Equities, Wealth Management, Alternative Investments, Asset Based Lending, Foreign Currency...
Education
University of New Hampshire - Whittemore School of Business and Economics 2001 — 2005
BS, Business Management, Durham, NH
Regent's College 2003 — 2004
International Business Study Abroad Program, London, England
Rice Memorial 2000 — 2001
High School Diploma, South Burlington, VT
Notre Dame Academy 1997 — 1999
Worcester, MA
Morgan Stanley September 2013 - Present
Barclays October 2008 - September 2013
Lehman Brothers August 2007 - October 2008
Ocean Properties May 2005 - August 2007
Skills
Fixed Income, Portfolio Management, Financial Analysis, Investment Banking, Equities, Wealth Management, Alternative Investments, Asset Based Lending, Foreign Currency...
Education
University of New Hampshire - Whittemore School of Business and Economics 2001 — 2005
BS, Business Management, Durham, NH
Regent's College 2003 — 2004
International Business Study Abroad Program, London, England
Rice Memorial 2000 — 2001
High School Diploma, South Burlington, VT
Notre Dame Academy 1997 — 1999
Worcester, MA
Peter Graham Peter Graham's Lehman Brothers Experience October 1992 - April 1998
Job Wealth Management
Industry Financial Services
Experience
Navesink Wealth Management March 2015 - Present
Darien Athletic Foundation, Inc October 2012 - Present
CRT Capital Group December 2012 - August 2014
TD Bank Group May 2011 - November 2012
Morgan Stanley Investment Management April 2010 - May 2011
UniCredit Markets & Investment Banking July 2007 - March 2010
Prudential Financial July 2003 - July 2007
Bank Julius Baer April 1999 - July 2003
Credit Agricole April 1998 - April 1999
Lehman Brothers October 1992 - April 1998
Skills
Institutional Sales, Relationship Management, Foreign Exchange, Emerging Markets, Hedge Funds, FINRA, Treasury, High Frequency, Global Sales, Business Development, Managing Key Accounts, Alternative Investments, Asset Management, Bloomberg, Electronic Trading, Equities, FX Options, FX trading, Financial Markets, Fixed Income, High Frequency Trading, Trading, Capital Markets, Management, Financial Services, Investments, Portfolio Management
Education
University of Notre Dame 1985 — 1990
BA, Management
Navesink Wealth Management March 2015 - Present
Darien Athletic Foundation, Inc October 2012 - Present
CRT Capital Group December 2012 - August 2014
TD Bank Group May 2011 - November 2012
Morgan Stanley Investment Management April 2010 - May 2011
UniCredit Markets & Investment Banking July 2007 - March 2010
Prudential Financial July 2003 - July 2007
Bank Julius Baer April 1999 - July 2003
Credit Agricole April 1998 - April 1999
Lehman Brothers October 1992 - April 1998
Skills
Institutional Sales, Relationship Management, Foreign Exchange, Emerging Markets, Hedge Funds, FINRA, Treasury, High Frequency, Global Sales, Business Development, Managing Key Accounts, Alternative Investments, Asset Management, Bloomberg, Electronic Trading, Equities, FX Options, FX trading, Financial Markets, Fixed Income, High Frequency Trading, Trading, Capital Markets, Management, Financial Services, Investments, Portfolio Management
Education
University of Notre Dame 1985 — 1990
BA, Management
Matthew Culek Matthew Culek's Lehman Brothers Experience June 2008 - September 2008
Job Chief Operating Officer, Citadel Execution Services
Industry Financial Services
Experience
Citadel Securities December 2012 - Present
McKinsey & Company January 2009 - December 2012
Barclays Capital September 2008 - December 2008
Lehman Brothers June 2008 - September 2008
Towers Watson June 2003 - June 2006
Skills
Hedging, Derivatives, Enterprise Risk..., Pensions, Counterparty Risk, Actuaries, Equities, Financial Risk, Trading, Commodity, Financial Modeling
Education
The University of Chicago 2006 — 2008
MBA, Analytic Finance & Economics
University of Nebraska at Omaha 1997 — 2002
BS, Math & Physics
Citadel Securities December 2012 - Present
McKinsey & Company January 2009 - December 2012
Barclays Capital September 2008 - December 2008
Lehman Brothers June 2008 - September 2008
Towers Watson June 2003 - June 2006
Skills
Hedging, Derivatives, Enterprise Risk..., Pensions, Counterparty Risk, Actuaries, Equities, Financial Risk, Trading, Commodity, Financial Modeling
Education
The University of Chicago 2006 — 2008
MBA, Analytic Finance & Economics
University of Nebraska at Omaha 1997 — 2002
BS, Math & Physics
Richard Boerke Richard Boerke's Lehman Brothers Experience August 2004 - November 2008
Job Professional services within the ETD Industry
Industry Investment Management
Experience
Boerke Investments & Consulting October 2012 - Present
Jefferies Bache, LLC July 2011 - October 2012
Prudential Bache Commodities, LLC November 2008 - June 2011
Lehman Brothers August 2004 - November 2008
TradePipe, Inc October 2001 - August 2004
Refco, Inc August 1998 - August 2001
Summit Management, Inc 1991 - August 1998
Skills
Electronic Trading, Trading Systems, Trading, Options, Hedge Funds, Clearing, Managed Futures, Futures, Prime Brokerage, Asset Managment, Market Making, ETFs, Commodity, Fixed Income, Derivatives, Trading Strategies, Proprietary Trading, Asset Management, Technical Analysis, Equities, Hedging, Bonds, Equity Derivatives, Alternative Investments, Volatility, Equity Trading, Bloomberg, Global Macro, FX Options, Securities, Financial Markets, Capital Markets, FX trading, Swaps, Arbitrage, Portfolio Management, Investment Banking, Currency, Series 7, Foreign Exchange, Middle Office, Credit Derivatives, Market Data, Emerging Markets, Investment Management, Investment Strategies, Asset Allocation
Education
University of Nevada-Reno 1976 — 1980
BS, Economics
Boerke Investments & Consulting October 2012 - Present
Jefferies Bache, LLC July 2011 - October 2012
Prudential Bache Commodities, LLC November 2008 - June 2011
Lehman Brothers August 2004 - November 2008
TradePipe, Inc October 2001 - August 2004
Refco, Inc August 1998 - August 2001
Summit Management, Inc 1991 - August 1998
Skills
Electronic Trading, Trading Systems, Trading, Options, Hedge Funds, Clearing, Managed Futures, Futures, Prime Brokerage, Asset Managment, Market Making, ETFs, Commodity, Fixed Income, Derivatives, Trading Strategies, Proprietary Trading, Asset Management, Technical Analysis, Equities, Hedging, Bonds, Equity Derivatives, Alternative Investments, Volatility, Equity Trading, Bloomberg, Global Macro, FX Options, Securities, Financial Markets, Capital Markets, FX trading, Swaps, Arbitrage, Portfolio Management, Investment Banking, Currency, Series 7, Foreign Exchange, Middle Office, Credit Derivatives, Market Data, Emerging Markets, Investment Management, Investment Strategies, Asset Allocation
Education
University of Nevada-Reno 1976 — 1980
BS, Economics
Michael T. Moe Michael T. Moe's Lehman Brothers Experience 1993 - 1995
Job CoFounder + Partner at GSV Asset Management
Industry Investment Management
Experience
GSV Asset Management September 2010 - Present
The Next Companies September 2008 - May 2011
ThinkEquity Partners LLC June 2001 - September 2008
Merrill Lynch 1998 - 2001
Montgomery Securities 1995 - 1998
Lehman Brothers 1993 - 1995
Skills
Family Office
Education
University of Minnesota-Twin Cities 1981 — 1985
Bachelor of Arts, Political Science and Economics
GSV Asset Management September 2010 - Present
The Next Companies September 2008 - May 2011
ThinkEquity Partners LLC June 2001 - September 2008
Merrill Lynch 1998 - 2001
Montgomery Securities 1995 - 1998
Lehman Brothers 1993 - 1995
Skills
Family Office
Education
University of Minnesota-Twin Cities 1981 — 1985
Bachelor of Arts, Political Science and Economics
Timothy Rheaume, CFA Timothy Rheaume, CFA's Lehman Brothers Experience June 2007 - August 2007
Job Regional Director at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management February 2015 - Present
Natixis Global Asset Management June 2012 - January 2015
Natixis Global Asset Management June 2010 - May 2012
Cambridge Associates June 2008 - July 2010
Lehman Brothers June 2007 - August 2007
Wachovia Securities June 2006 - May 2007
Skills
Alternative Investments, Series 7, Mutual Funds, Bloomberg, Investments, Asset Allocation, Equities, Asset Managment, Financial Modeling, Portfolio Management, ETFs, Fixed Income, Hedge Funds, Financial Analysis, Securities, Investment Strategies, Equity Research, Wealth Management, Capital Markets, Series 63, Chartered Financial...
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2004 — 2008
BS Business Administration, Finance, Economics
Richmond, the American International University 2007 — 2007
Merrimack Valley High School 2000 — 2004
Natixis Global Asset Management February 2015 - Present
Natixis Global Asset Management June 2012 - January 2015
Natixis Global Asset Management June 2010 - May 2012
Cambridge Associates June 2008 - July 2010
Lehman Brothers June 2007 - August 2007
Wachovia Securities June 2006 - May 2007
Skills
Alternative Investments, Series 7, Mutual Funds, Bloomberg, Investments, Asset Allocation, Equities, Asset Managment, Financial Modeling, Portfolio Management, ETFs, Fixed Income, Hedge Funds, Financial Analysis, Securities, Investment Strategies, Equity Research, Wealth Management, Capital Markets, Series 63, Chartered Financial...
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2004 — 2008
BS Business Administration, Finance, Economics
Richmond, the American International University 2007 — 2007
Merrimack Valley High School 2000 — 2004
Todd Graber Todd Graber's Lehman Brothers Experience 1994 - 1996
Job Chief Financial Officer at Falcon Social
Industry Information Technology and Services
Experience
Falcon Social September 2015 - Present
Innovest Systems September 2012 - September 2015
BEN Markets, Inc. May 2011 - October 2012
OTC Markets Group May 2010 - April 2011
Quadriserv, Inc. September 2005 - May 2010
LaBranche & Co. March 1996 - September 2005
Lehman Brothers 1994 - 1996
Arthur Andersen & Co. 1992 - 1994
Skills
Start-ups, Private Equity, Executive Management, SaaS, Venture Capital, IPO, Investor Relations, Mergers & Acquisitions, Financial Markets, Due Diligence, Cash Management, Team Building, Auditing, Budgets, General Ledger, Corporate Governance, Budgeting, Financial Projections, Cash Flow Forecasting, Executive Compensation, Health Insurance, Mergers, Fundamental Analysis, Debt Management, Humor, Social Media, Vendor Management, M&A due diligence, Data Analysis, Treasury Functions, Equity Capital Markets, Equity Compensation, Team Motivator, Management Reporting, Board Presentations, Investor Presentations, Quickbooks, Financial Control, Annual Budgets, Personnel Development, Financial Systems..., Corporate Communications, Start-up Operations, Outsourcing Management, Cost Control
Education
University of Michigan - Stephen M. Ross School of Business 1988 — 1992
BBA, Finance/Accounting
Hewlett High School 1984 — 1988
Falcon Social September 2015 - Present
Innovest Systems September 2012 - September 2015
BEN Markets, Inc. May 2011 - October 2012
OTC Markets Group May 2010 - April 2011
Quadriserv, Inc. September 2005 - May 2010
LaBranche & Co. March 1996 - September 2005
Lehman Brothers 1994 - 1996
Arthur Andersen & Co. 1992 - 1994
Skills
Start-ups, Private Equity, Executive Management, SaaS, Venture Capital, IPO, Investor Relations, Mergers & Acquisitions, Financial Markets, Due Diligence, Cash Management, Team Building, Auditing, Budgets, General Ledger, Corporate Governance, Budgeting, Financial Projections, Cash Flow Forecasting, Executive Compensation, Health Insurance, Mergers, Fundamental Analysis, Debt Management, Humor, Social Media, Vendor Management, M&A due diligence, Data Analysis, Treasury Functions, Equity Capital Markets, Equity Compensation, Team Motivator, Management Reporting, Board Presentations, Investor Presentations, Quickbooks, Financial Control, Annual Budgets, Personnel Development, Financial Systems..., Corporate Communications, Start-up Operations, Outsourcing Management, Cost Control
Education
University of Michigan - Stephen M. Ross School of Business 1988 — 1992
BBA, Finance/Accounting
Hewlett High School 1984 — 1988
Stacey Fink Stacey Fink's Lehman Brothers Experience May 2007 - September 2008
Job Manager, Learning & Development at PwC
Industry Accounting
Experience
PwC October 2011 - Present
PricewaterhouseCoopers January 2009 - October 2011
Lehman Brothers May 2007 - September 2008
Miramax Films January 2006 - May 2007
Spherion Staffing March 2005 - January 2006
Skills
Talent Management, Microsoft Office, Organizational..., Outlook, Project Management, Leadership Development, Change Management, Organizational Design, Employee Relations, Management Consulting, Performance Management
Education
University of Missouri-Columbia 2000 — 2004
BS, Agribusiness Management
PwC October 2011 - Present
PricewaterhouseCoopers January 2009 - October 2011
Lehman Brothers May 2007 - September 2008
Miramax Films January 2006 - May 2007
Spherion Staffing March 2005 - January 2006
Skills
Talent Management, Microsoft Office, Organizational..., Outlook, Project Management, Leadership Development, Change Management, Organizational Design, Employee Relations, Management Consulting, Performance Management
Education
University of Missouri-Columbia 2000 — 2004
BS, Agribusiness Management
Robert Walterman Robert Walterman's Lehman Brothers Experience October 2000 - March 2002
Job Senior Vice President, Wealth ManagementLara, May & Associates
Industry Financial Services
Experience
Lara, May & Associates LLC January 2010 - Present
Lara, Shull & May January 2010 - May 2011
Walterman Financial Management LLC January 2004 - January 2010
Oppenheimer and Co. March 2002 - January 2004
Lehman Brothers October 2000 - March 2002
Cowen & Company/SG Cowen March 1995 - October 2000
Prudential Securities Inc May 1979 - March 1993
Skills
Portfolio Management, Strategic Financial..., Wealth Management, Sales Management, Private Equity, Investments, Business Planning, Team Building, Marketing, Asset Management, Entrepreneurship, Financial Analysis, Risk Management, Asset Managment, Mergers & Acquisitions, Management, Customer Service, Retirement Planning, Entrepreneur, Problem Solving, Mentoring, Cross-functional Team..., Team Management, Team Leadership, Customer Relations, New Business Development, Financial Planning
Education
University of Pennsylvania - The Wharton School
Management training, Advanced Management Training
College of Financial Planning 1984 — 1986
CFP, Financial Planning
University of North Carolina at Greensboro 1972 — 1974
MBA, Business and Economics
University of North Carolina at Greensboro 1968 — 1972
BS in Economics and Business, Economics and Business
Lara, May & Associates LLC January 2010 - Present
Lara, Shull & May January 2010 - May 2011
Walterman Financial Management LLC January 2004 - January 2010
Oppenheimer and Co. March 2002 - January 2004
Lehman Brothers October 2000 - March 2002
Cowen & Company/SG Cowen March 1995 - October 2000
Prudential Securities Inc May 1979 - March 1993
Skills
Portfolio Management, Strategic Financial..., Wealth Management, Sales Management, Private Equity, Investments, Business Planning, Team Building, Marketing, Asset Management, Entrepreneurship, Financial Analysis, Risk Management, Asset Managment, Mergers & Acquisitions, Management, Customer Service, Retirement Planning, Entrepreneur, Problem Solving, Mentoring, Cross-functional Team..., Team Management, Team Leadership, Customer Relations, New Business Development, Financial Planning
Education
University of Pennsylvania - The Wharton School
Management training, Advanced Management Training
College of Financial Planning 1984 — 1986
CFP, Financial Planning
University of North Carolina at Greensboro 1972 — 1974
MBA, Business and Economics
University of North Carolina at Greensboro 1968 — 1972
BS in Economics and Business, Economics and Business
Ashok Sridharan Ashok Sridharan's Lehman Brothers Experience September 2007 - September 2008
Job Analyst at Nomura Securities
Industry Financial Services
Experience
Nomura Securities April 2015 - July 2015
Nomura Securities September 2008 - 2013
Lehman Brothers September 2007 - September 2008
State Street May 2006 - September 2007
Skills
Fixed Income, Derivatives, Investment Banking, Capital Markets, Equity Derivatives, Middle Office, Equities, Valuation, Corporate Finance, Financial Analysis, Finance, Management, Options, Trading, Financial Services
Education
William E. Simon School of Business 2014 — 2015
Master of Business Administration (M.B.A.), Finance
University of Mumbai 2003 — 2006
Bachelor of Business Administration (B.B.A.), International Finance, First Class with Distinction
Nomura Securities April 2015 - July 2015
Nomura Securities September 2008 - 2013
Lehman Brothers September 2007 - September 2008
State Street May 2006 - September 2007
Skills
Fixed Income, Derivatives, Investment Banking, Capital Markets, Equity Derivatives, Middle Office, Equities, Valuation, Corporate Finance, Financial Analysis, Finance, Management, Options, Trading, Financial Services
Education
William E. Simon School of Business 2014 — 2015
Master of Business Administration (M.B.A.), Finance
University of Mumbai 2003 — 2006
Bachelor of Business Administration (B.B.A.), International Finance, First Class with Distinction
Kajal Darbari Trivedi Kajal Darbari Trivedi's Lehman Brothers Experience October 2006 - March 2007
Job Senior Analyst at Warner Bros. Entertainment Group of Companies
Industry Financial Services
Experience
Warner Bros. Entertainment Group of Companies March 2014 - Present
Creative Artists Agency August 2013 - October 2013
21 st Century Fox June 2013 - August 2013
Decurion Corporation January 2013 - February 2013
JPMorgan Chase April 2012 - June 2012
Southern California Edison May 2011 - December 2011
Southern California Edison July 2010 - December 2010
Lehman Brothers October 2006 - March 2007
JPMorgan Chase March 2003 - March 2006
Wipro Spectramind January 2003 - April 2003
Skills
Business Analysis, Payment Industry, Bank Reconciliation, Investment Banking, Valuation, Financial Reporting, Financial Analysis, Account Reconciliation, Accounting, General Ledger, Management, Auditing, Financial Modeling, Sarbanes-Oxley Act, Strategy, Vendor Management
Education
University of Mumbai 2003 — 2004
Masters of Commerce, Management
K.C. College Of Management Studies 1999 — 2000
Post Graduate Diploma In Advertising & Public Relations, Media Planning
S.I.E.S. College Of Commerce & Economics 1998 — 1999
Bachelor of Commerce, Accounting and Economics
Warner Bros. Entertainment Group of Companies March 2014 - Present
Creative Artists Agency August 2013 - October 2013
21 st Century Fox June 2013 - August 2013
Decurion Corporation January 2013 - February 2013
JPMorgan Chase April 2012 - June 2012
Southern California Edison May 2011 - December 2011
Southern California Edison July 2010 - December 2010
Lehman Brothers October 2006 - March 2007
JPMorgan Chase March 2003 - March 2006
Wipro Spectramind January 2003 - April 2003
Skills
Business Analysis, Payment Industry, Bank Reconciliation, Investment Banking, Valuation, Financial Reporting, Financial Analysis, Account Reconciliation, Accounting, General Ledger, Management, Auditing, Financial Modeling, Sarbanes-Oxley Act, Strategy, Vendor Management
Education
University of Mumbai 2003 — 2004
Masters of Commerce, Management
K.C. College Of Management Studies 1999 — 2000
Post Graduate Diploma In Advertising & Public Relations, Media Planning
S.I.E.S. College Of Commerce & Economics 1998 — 1999
Bachelor of Commerce, Accounting and Economics
Christian Spears's Lehman Brothers Experience 1997 - 2005
Job Founder/BroomPusher at Tennessee Brew Works
Industry Consumer Goods
Experience
Tennessee Brew Works 2011 - Present
Aero Audit 2009 - 2012
BlackHawk Capital Management 2010 - 2011
Barclays Capital 2005 - 2007
Lehman Brothers 1997 - 2005
Skills
Emerging Markets, Fixed Income, Financial Modeling, Capital Markets, Derivatives, Hedge Funds, Investment Banking, Trading, Portfolio Management, Equities, Investments, Private Equity, Asset Managment, Bloomberg, Alternative Investments, Valuation, Structured Finance, Financial Structuring, Corporate Finance, Financial Markets, Financial Analysis, Due Diligence, Equity Research, Investor Relations, Mergers & Acquisitions, Brand Development, Asset Management, New Business Development, Craft Beer, Entrepreneurship, Finance, Staff Development
Education
University of North Carolina at Chapel Hill
Tennessee Brew Works 2011 - Present
Aero Audit 2009 - 2012
BlackHawk Capital Management 2010 - 2011
Barclays Capital 2005 - 2007
Lehman Brothers 1997 - 2005
Skills
Emerging Markets, Fixed Income, Financial Modeling, Capital Markets, Derivatives, Hedge Funds, Investment Banking, Trading, Portfolio Management, Equities, Investments, Private Equity, Asset Managment, Bloomberg, Alternative Investments, Valuation, Structured Finance, Financial Structuring, Corporate Finance, Financial Markets, Financial Analysis, Due Diligence, Equity Research, Investor Relations, Mergers & Acquisitions, Brand Development, Asset Management, New Business Development, Craft Beer, Entrepreneurship, Finance, Staff Development
Education
University of North Carolina at Chapel Hill
Buddy Carter Buddy Carter's Lehman Brothers Experience March 1997 - March 2000
Job Independent Financial Services Professional
Industry Financial Services
Experience
RBC Capital Markets September 2003 - August 2005
Lehman Brothers March 1997 - March 2000
Goldman Sachs March 1983 - February 1997
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1979 — 1982
BA, Economics, History
RBC Capital Markets September 2003 - August 2005
Lehman Brothers March 1997 - March 2000
Goldman Sachs March 1983 - February 1997
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1979 — 1982
BA, Economics, History
Deana (Angellotti) Aune Deana (Angellotti) Aune's Lehman Brothers Experience November 2004 - February 2006
Job Senior Staffing Manager at Accounting Now *9523454156
Industry Financial Services
Experience
SNI Companies August 2011 - Present
Robert Half International January 2008 - December 2008
CITI May 2007 - February 2008
GE Money/ WMC February 2006 - May 2007
Lehman Brothers November 2004 - February 2006
Northern Lights Mortgage 2001 - 2004
Education
University of Minnesota Duluth 1990 — 1995
Hibbing High School 1986 — 1989
SNI Companies August 2011 - Present
Robert Half International January 2008 - December 2008
CITI May 2007 - February 2008
GE Money/ WMC February 2006 - May 2007
Lehman Brothers November 2004 - February 2006
Northern Lights Mortgage 2001 - 2004
Education
University of Minnesota Duluth 1990 — 1995
Hibbing High School 1986 — 1989
Julie Berg's Lehman Brothers Experience October 2004 - February 2008
Job Sr. Software Product Manager
Industry E-Learning
Experience
Pearson North America July 2010 - Present
Pearson eCollege April 2008 - July 2010
Lehman Brothers October 2004 - February 2008
Harland Financial Solutions 1994 - 2004
Pace Membership Warehouse May 1993 - February 1994
May Department Stores 1992 - 1993
Skills
SDLC, Agile Methodologies, Agile Project Management, Integration, Identity Management, Scaled Agile Framework, Scrum, System Integration, Business Analysis, Vendor Management, Requirements Gathering, Visio, Management, SOA, Business Requirements, Analysis, User Stories, Product Management, Process Improvement, Project Management, Business Process, Risk Management, Microsoft Office, Product Owner, E-Learning, Rally, JIRA, Learning Management..., SIF Specification, Software Documentation, Software Quality..., Strategy, Software Engineering, Distributed Team..., Offshore Software..., Distributed Systems, Software Project..., IMS Specification, MS Access
Education
University of Nebraska-Lincoln
BS, Business Administration
Pearson North America July 2010 - Present
Pearson eCollege April 2008 - July 2010
Lehman Brothers October 2004 - February 2008
Harland Financial Solutions 1994 - 2004
Pace Membership Warehouse May 1993 - February 1994
May Department Stores 1992 - 1993
Skills
SDLC, Agile Methodologies, Agile Project Management, Integration, Identity Management, Scaled Agile Framework, Scrum, System Integration, Business Analysis, Vendor Management, Requirements Gathering, Visio, Management, SOA, Business Requirements, Analysis, User Stories, Product Management, Process Improvement, Project Management, Business Process, Risk Management, Microsoft Office, Product Owner, E-Learning, Rally, JIRA, Learning Management..., SIF Specification, Software Documentation, Software Quality..., Strategy, Software Engineering, Distributed Team..., Offshore Software..., Distributed Systems, Software Project..., IMS Specification, MS Access
Education
University of Nebraska-Lincoln
BS, Business Administration
Jennifer Driver Jennifer Driver's Lehman Brothers Experience September 2006 - February 2008
Job Credit Risk Analyst
Industry Financial Services
Experience
Lehman Brothers September 2006 - February 2008
BNC National Bank October 2006 - August 2007
New Century May 2004 - October 2006
Commonwealth United March 1999 - November 2002
Education
University of North Texas 1981 — 1985
BA, Business Administration; Finance
Lehman Brothers September 2006 - February 2008
BNC National Bank October 2006 - August 2007
New Century May 2004 - October 2006
Commonwealth United March 1999 - November 2002
Education
University of North Texas 1981 — 1985
BA, Business Administration; Finance
Trevor Rees Trevor Rees's Lehman Brothers Experience May 2005 - September 2008
Job Vice President at Sard Verbinnen & Co
Industry Public Relations and Communications
Experience
Sard Verbinnen & Co August 2011 - Present
Barclays September 2008 - April 2009
Lehman Brothers May 2005 - September 2008
Skills
Investor Relations, Strategic Communications, Crisis Communications
Education
University of North Carolina at Chapel Hill 2009 — 2011
Master of Business Administration (MBA), Finance
Yale University 2002 — 2006
Bachelor’s Degree, English
Sard Verbinnen & Co August 2011 - Present
Barclays September 2008 - April 2009
Lehman Brothers May 2005 - September 2008
Skills
Investor Relations, Strategic Communications, Crisis Communications
Education
University of North Carolina at Chapel Hill 2009 — 2011
Master of Business Administration (MBA), Finance
Yale University 2002 — 2006
Bachelor’s Degree, English
Andrew Sherriff's Lehman Brothers Experience 2005 - 2007
Job Vice President at Pantheon Ventures
Industry Venture Capital & Private Equity
Experience
Pantheon Ventures July 2007 - Present
Lehman Brothers 2005 - 2007
Standard And Poors Corporate Value Consulting 2003 - 2005
Skills
Private Equity
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
University of Michigan - Stephen M. Ross School of Business 1999 — 2003
Bachelor of Business Administration (B.B.A.), Accounting and Finance
New Trier
Pantheon Ventures July 2007 - Present
Lehman Brothers 2005 - 2007
Standard And Poors Corporate Value Consulting 2003 - 2005
Skills
Private Equity
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
University of Michigan - Stephen M. Ross School of Business 1999 — 2003
Bachelor of Business Administration (B.B.A.), Accounting and Finance
New Trier
Yogeshree Marathe Yogeshree Marathe's Lehman Brothers Experience May 2007 - February 2010
Job Curriculum Developer & Trainer at The Learning Curve
Industry Education Management
Experience
The Learning Curve December 2012 - June 2014
Mayurpankh Counselling Centre, Dadar, Mumbai December 2010 - February 2011
Lehman Brothers May 2007 - February 2010
Skills
Fixed Income, Portfolio Management, Train the Trainer, Child Development, Early Childhood..., Parent Coaching, Teacher Training, Capital Markets, Business Analysis, Process Improvement, Private Equity, Microsoft Excel, Business Strategy, Equity Derivatives, Market Risk, Team Management, Equities, Financial Services, Creativity, Investment Banking, Management
Education
University of Sussex 2011 — 2012
MA in Childhood and Youth Studies, Childhood studies
SIES College 2010 — 2011
Post graduate diploma in Guidance and Counselling
California Hypnosis Institute of India, Andheri, Mumbai 2010 — 2010
Master Hypnotist and Certification in Hypnotic Modalities for Behavioral Resolutions, Hypnotherapy, Psychology
Symbiosis Institute, Pune 2009 — 2010
Post Graduate Diploma in Pre-Primary Teacher's Training.
University of Mumbai 2008 — 2010
Mcom, Management
The Learning Curve December 2012 - June 2014
Mayurpankh Counselling Centre, Dadar, Mumbai December 2010 - February 2011
Lehman Brothers May 2007 - February 2010
Skills
Fixed Income, Portfolio Management, Train the Trainer, Child Development, Early Childhood..., Parent Coaching, Teacher Training, Capital Markets, Business Analysis, Process Improvement, Private Equity, Microsoft Excel, Business Strategy, Equity Derivatives, Market Risk, Team Management, Equities, Financial Services, Creativity, Investment Banking, Management
Education
University of Sussex 2011 — 2012
MA in Childhood and Youth Studies, Childhood studies
SIES College 2010 — 2011
Post graduate diploma in Guidance and Counselling
California Hypnosis Institute of India, Andheri, Mumbai 2010 — 2010
Master Hypnotist and Certification in Hypnotic Modalities for Behavioral Resolutions, Hypnotherapy, Psychology
Symbiosis Institute, Pune 2009 — 2010
Post Graduate Diploma in Pre-Primary Teacher's Training.
University of Mumbai 2008 — 2010
Mcom, Management
Ryan Kneipper's Lehman Brothers Experience August 2006 - November 2008
Job Financial Advisor at UBS Financial Services
Industry Investment Management
Experience
UBS Financial Services Inc. June 2014 - Present
UBS November 2008 - June 2014
Lehman Brothers August 2006 - November 2008
Education
University of North Carolina at Chapel Hill 1999 — 2003
Episcopal School of Dallas 1995 — 1999
Highschool
UBS Financial Services Inc. June 2014 - Present
UBS November 2008 - June 2014
Lehman Brothers August 2006 - November 2008
Education
University of North Carolina at Chapel Hill 1999 — 2003
Episcopal School of Dallas 1995 — 1999
Highschool
Anna Bickley's Lehman Brothers Experience June 2004 - June 2006
Job Program Director at Morgan Creek Foundation
Industry Financial Services
Experience
Morgan Creek Foundation September 2014 - Present
Morgan Creek Capital Management June 2006 - Present
Lehman Brothers June 2004 - June 2006
Deutsche Bank February 2001 - June 2004
Skills
Strategy, CRM, Hedge Funds, Management, Sales, Relationship Management, Research, Client Services, Asset Management, Investments, Equities, Alternative Investments, Private Equity, Prime Brokerage, Investment Management, Due Diligence, Financial Analysis
Education
University of North Carolina at Chapel Hill 1995 — 1999
BA, History
Morgan Creek Foundation September 2014 - Present
Morgan Creek Capital Management June 2006 - Present
Lehman Brothers June 2004 - June 2006
Deutsche Bank February 2001 - June 2004
Skills
Strategy, CRM, Hedge Funds, Management, Sales, Relationship Management, Research, Client Services, Asset Management, Investments, Equities, Alternative Investments, Private Equity, Prime Brokerage, Investment Management, Due Diligence, Financial Analysis
Education
University of North Carolina at Chapel Hill 1995 — 1999
BA, History
Josh Tilley's Lehman Brothers Experience July 2000 - June 2003
Job Managing Director at Morgan Creek Capital Management
Industry Financial Services
Experience
Morgan Creek Capital Management December 2004 - Present
UNC Management Company July 2003 - December 2004
Lehman Brothers July 2000 - June 2003
Skills
Investments, Investment Banking, Private Equity, Alternative Investments, Financial Modeling, Corporate Finance, Asset Management, Hedge Funds, Equities, Equity Valuation, Fixed Income, Real Estate, Portfolio Management, Strategy, Due Diligence, Investment Management, Valuation, Emerging Markets, Bloomberg, Capital Markets, Venture Capital, Financial Analysis, Mergers & Acquisitions, Corporate Development, Asset Allocation
Education
University of North Carolina at Chapel Hill 1996 — 2000
BS, Business Administration
Morgan Creek Capital Management December 2004 - Present
UNC Management Company July 2003 - December 2004
Lehman Brothers July 2000 - June 2003
Skills
Investments, Investment Banking, Private Equity, Alternative Investments, Financial Modeling, Corporate Finance, Asset Management, Hedge Funds, Equities, Equity Valuation, Fixed Income, Real Estate, Portfolio Management, Strategy, Due Diligence, Investment Management, Valuation, Emerging Markets, Bloomberg, Capital Markets, Venture Capital, Financial Analysis, Mergers & Acquisitions, Corporate Development, Asset Allocation
Education
University of North Carolina at Chapel Hill 1996 — 2000
BS, Business Administration
Brendan Lysaght's Lehman Brothers Experience 1989 - 1992
Job Energy Broker/Sales at Daman Quattro
Industry Oil & Energy
Experience
BML inc January 2013 - Present
Daman Quattro July 2011 - December 2013
Citi 2000 - 2009
O'connor Brokerage Services January 1997 - November 1999
Lehman Brothers 1989 - 1992
Skills
Commodity Markets, Hedging, Commodity, Energy Markets, Commodity Risk..., Electronic Trading, Derivatives, Natural Gas, Energy Derivatives, Options, Proprietary Trading, Trading, Swaps, Trading Strategies, Volatility, Trading Systems
Education
University of Mississippi - School of Business Administration 1900 — 1991
BML inc January 2013 - Present
Daman Quattro July 2011 - December 2013
Citi 2000 - 2009
O'connor Brokerage Services January 1997 - November 1999
Lehman Brothers 1989 - 1992
Skills
Commodity Markets, Hedging, Commodity, Energy Markets, Commodity Risk..., Electronic Trading, Derivatives, Natural Gas, Energy Derivatives, Options, Proprietary Trading, Trading, Swaps, Trading Strategies, Volatility, Trading Systems
Education
University of Mississippi - School of Business Administration 1900 — 1991
Lee Levinson's Lehman Brothers Experience 2006 - 2008
Job Business Development Officer at Fortune Bank
Industry Banking
Experience
Fortune Bank May 2014 - Present
Midwest Regional Bank October 2010 - April 2014
Quadrant Financial - a subsidiary of First Chatham Bank January 2010 - October 2010
Lehman Brothers 2006 - 2008
U S Bank 2000 - 2006
Follman Properites 1988 - 1995
Skills
Business Development, Commercial Lending, Small Business Lending, Loans, Commercial Banking, Credit, Credit Analysis, Banking, Mortgage Lending, Loan Origination, Portfolio Management, Underwriting, Financial Analysis, Valuation, Commercial Mortgages, Real Estate Financing, Real Estate, Commercial Real Estate, Asset Based Lending, SBA, Team Building, Customer Service, Consumer Lending, Lines Of Credit, Due Diligence, Strategic Planning, Investments, Sales, Construction Loans, Business Acquisition, Direct Sales, Mortgage Banking, Mergers & Acquisitions, Risk Management, Retail Banking, Refinance, Sales Management
Education
University of Missouri-Columbia 1975 — 1979
BS, Physical Education
Fortune Bank May 2014 - Present
Midwest Regional Bank October 2010 - April 2014
Quadrant Financial - a subsidiary of First Chatham Bank January 2010 - October 2010
Lehman Brothers 2006 - 2008
U S Bank 2000 - 2006
Follman Properites 1988 - 1995
Skills
Business Development, Commercial Lending, Small Business Lending, Loans, Commercial Banking, Credit, Credit Analysis, Banking, Mortgage Lending, Loan Origination, Portfolio Management, Underwriting, Financial Analysis, Valuation, Commercial Mortgages, Real Estate Financing, Real Estate, Commercial Real Estate, Asset Based Lending, SBA, Team Building, Customer Service, Consumer Lending, Lines Of Credit, Due Diligence, Strategic Planning, Investments, Sales, Construction Loans, Business Acquisition, Direct Sales, Mortgage Banking, Mergers & Acquisitions, Risk Management, Retail Banking, Refinance, Sales Management
Education
University of Missouri-Columbia 1975 — 1979
BS, Physical Education
Laura Nadeau's Lehman Brothers Experience May 1994 - September 2001
Job Makeup Artist, Spray Tan, Beauty Writer and Expert
Industry Cosmetics
Experience
Freelance Skincare & Beauty Writer January 2011 - Present
Lo and Co. October 2010 - Present
Lo and Co. Makeup Artists January 2005 - Present
Empire Beauty Schools January 2014 - March 2014
PLUS Media May 2012 - September 2013
Bobbi Brown Cosmetics March 2003 - March 2005
Lehman Brothers May 1994 - September 2001
Skills
Bridal Showers, Wedding Makeup, Beauty, Beauty writing, Makeup Artistry, beauty blogging, Spray Tanning, Makeup Lessons, Product Spokesperson, Weddings, Photo Shoots, Glamour, Event Management, Cosmetics, Social Media, Beauty Industry, Fashion, Event Planning
Education
University of New Orleans 1989 — 1991
Bachelor of Arts (B.A.), Communications and Dramatic Arts
Freelance Skincare & Beauty Writer January 2011 - Present
Lo and Co. October 2010 - Present
Lo and Co. Makeup Artists January 2005 - Present
Empire Beauty Schools January 2014 - March 2014
PLUS Media May 2012 - September 2013
Bobbi Brown Cosmetics March 2003 - March 2005
Lehman Brothers May 1994 - September 2001
Skills
Bridal Showers, Wedding Makeup, Beauty, Beauty writing, Makeup Artistry, beauty blogging, Spray Tanning, Makeup Lessons, Product Spokesperson, Weddings, Photo Shoots, Glamour, Event Management, Cosmetics, Social Media, Beauty Industry, Fashion, Event Planning
Education
University of New Orleans 1989 — 1991
Bachelor of Arts (B.A.), Communications and Dramatic Arts
Daisy Escalante, CCP, SPHR Daisy Escalante, CCP, SPHR's Lehman Brothers Experience 1989 - 1994
Job SVP, Human Resources
Industry Banking
Experience
SMBC 2008 - November 2014
SMBC 1999 - 2007
SMBC 1996 - 1998
Financial Services 1995 - 1996
Savings Bank Trust 1994 - 1995
Lehman Brothers 1989 - 1994
Skills
Succession Planning, Performance Management, Leadership, Management, Employee Engagement, Change Management, Financial Analysis, Employee Relations, Talent Acquisition, Talent Management, Deferred Compensation, HRIS, Mergers & Acquisitions, Banking, Human Resources
Education
Baruch College
Masters, Education
Mercy College
Masters, Human Resources
University of Michigan - Stephen M. Ross School of Business
Executive HR Program
SMBC 2008 - November 2014
SMBC 1999 - 2007
SMBC 1996 - 1998
Financial Services 1995 - 1996
Savings Bank Trust 1994 - 1995
Lehman Brothers 1989 - 1994
Skills
Succession Planning, Performance Management, Leadership, Management, Employee Engagement, Change Management, Financial Analysis, Employee Relations, Talent Acquisition, Talent Management, Deferred Compensation, HRIS, Mergers & Acquisitions, Banking, Human Resources
Education
Baruch College
Masters, Education
Mercy College
Masters, Human Resources
University of Michigan - Stephen M. Ross School of Business
Executive HR Program
Deron Goodwin's Lehman Brothers Experience March 2002 - February 2003
Job Managing Director at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas October 2011 - Present
Royal Bank of Scotland October 2007 - October 2011
Barclays Capital March 2003 - July 2007
Lehman Brothers March 2002 - February 2003
Eastman Kodak June 2000 - May 2002
Bush Boake Allen 1999 - 2000
First Chicago 1993 - 1998
Allstate May 1992 - September 1992
Shearson Lehman Hutton June 1988 - September 1990
Skills
FX Options, Treasury Management, Financial Structuring, Derivatives, Foreign Exchange, Financial Accounting, Capital Markets, Investments, Treasury, Financial Risk, Risk Management, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1993
MBA, Finance and Accounting
University of Pennsylvania 1984 — 1988
BA, Economics
Woodstock High School 1980 — 1984
BNP Paribas October 2011 - Present
Royal Bank of Scotland October 2007 - October 2011
Barclays Capital March 2003 - July 2007
Lehman Brothers March 2002 - February 2003
Eastman Kodak June 2000 - May 2002
Bush Boake Allen 1999 - 2000
First Chicago 1993 - 1998
Allstate May 1992 - September 1992
Shearson Lehman Hutton June 1988 - September 1990
Skills
FX Options, Treasury Management, Financial Structuring, Derivatives, Foreign Exchange, Financial Accounting, Capital Markets, Investments, Treasury, Financial Risk, Risk Management, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1993
MBA, Finance and Accounting
University of Pennsylvania 1984 — 1988
BA, Economics
Woodstock High School 1980 — 1984
Ashwini Kuchekar's Lehman Brothers Experience May 2008 - August 2008
Job Investran Scrum Master at The Carlyle Group
Industry Information Technology and Services
Experience
Financial Industry Regulatory Authority October 2012 - March 2013
Fidelity Investments September 2008 - March 2012
Lehman Brothers May 2008 - August 2008
Larsen & Toubro Infotech Ltd. July 2004 - July 2007
Skills
Capital Markets, Equities Technology, Functional Testing, Business Analysis, International Capital..., Requirements Gathering, User Acceptance Testing, Third Party Vendor..., New Product..., Change Management, Change Control, Help Desk Support, Investment Management, Data Analytics, Data Mining, Financial Services, Business Impact Analysis, Systems Analysis, Use Case Analysis, Process Flow Charts, Sequence Diagrams, Agile Project Management, Microsoft Excel, Quality Assurance, Client Relations Skills, Client Presentation, Leading Meetings
Education
Worcester Polytechnic Institute 2007 — 2009
Master of Science (M.S.), Information Technology
University of Mumbai 2000 — 2004
Bachelor of Engineering (B.E.), Electronics
Financial Industry Regulatory Authority October 2012 - March 2013
Fidelity Investments September 2008 - March 2012
Lehman Brothers May 2008 - August 2008
Larsen & Toubro Infotech Ltd. July 2004 - July 2007
Skills
Capital Markets, Equities Technology, Functional Testing, Business Analysis, International Capital..., Requirements Gathering, User Acceptance Testing, Third Party Vendor..., New Product..., Change Management, Change Control, Help Desk Support, Investment Management, Data Analytics, Data Mining, Financial Services, Business Impact Analysis, Systems Analysis, Use Case Analysis, Process Flow Charts, Sequence Diagrams, Agile Project Management, Microsoft Excel, Quality Assurance, Client Relations Skills, Client Presentation, Leading Meetings
Education
Worcester Polytechnic Institute 2007 — 2009
Master of Science (M.S.), Information Technology
University of Mumbai 2000 — 2004
Bachelor of Engineering (B.E.), Electronics
Jeff Edwards, CFP® Jeff Edwards, CFP®'s Lehman Brothers Experience 1990 - 1993
Job Financial Consultant, CFP® at Associated Bank Wealth Management
Industry Financial Services
Experience
Associated Bank Wealth Management 2013 - Present
Merrill Lynch 2009 - 2012
Jeff Edwards Custom Homes / Jeff Edwards Real Estate 1997 - 2009
Merrill Lynch 1996 - 1997
Prudential Securities 1993 - 1996
Lehman Brothers 1990 - 1993
Skills
Certified Financial..., Private Banking, Finance, Risk Management, Leadership
Education
University of Minnesota-Twin Cities
Bachelor of Arts
Associated Bank Wealth Management 2013 - Present
Merrill Lynch 2009 - 2012
Jeff Edwards Custom Homes / Jeff Edwards Real Estate 1997 - 2009
Merrill Lynch 1996 - 1997
Prudential Securities 1993 - 1996
Lehman Brothers 1990 - 1993
Skills
Certified Financial..., Private Banking, Finance, Risk Management, Leadership
Education
University of Minnesota-Twin Cities
Bachelor of Arts
Christy L. Phillips Christy L. Phillips's Lehman Brothers Experience July 1987 - July 1993
Job Director of Research, Senior Portfolio Manager Concentrated Equity Strategies
Industry Investment Management
Experience
Franklin Street Partners April 2013 - Present
Indepth Research Corp. December 2012 - Present
RS Investments September 2010 - December 2012
Oak Value Capital Management, Inc. December 2003 - September 2010
Coker, Palmer, Phillips Investment Securities, Inc. September 1998 - November 2003
Smith Barney, Inc. July 1993 - March 1998
Lehman Brothers July 1987 - July 1993
Skills
Strategic Planning, Global Investment..., Investment Management, Portfolio Management, Asset Managment, Equity Research, Research, Investments, Alternative Investments, Mutual Funds, Hedge Funds, Investment Banking, Private Equity, Venture Capital, Joint Ventures, Team Building, Marketing, Valuation, Investment Strategies, Equities, Asset Allocation, Value Investing, Wealth Management, Financial Modeling, Institutional..., Fund Of Funds, Stock Picking, Start-ups, Investment Research, Strategic Financial..., Financial Analysis, Quantitative Analytics, Business Valuation, Mergers, Corporate Finance, IPO, Equity Valuation, Strategy, Due Diligence, Asset Management, Securities, Financial Markets, Fundamental Analysis, Institutional, Investment Advisory, DCF
Education
University of Tennessee-Knoxville 1983 — 1986
Bachelor of Science (BS), Finance, Economics
University of North Carolina at Chapel Hill 1982 — 1983
Franklin Street Partners April 2013 - Present
Indepth Research Corp. December 2012 - Present
RS Investments September 2010 - December 2012
Oak Value Capital Management, Inc. December 2003 - September 2010
Coker, Palmer, Phillips Investment Securities, Inc. September 1998 - November 2003
Smith Barney, Inc. July 1993 - March 1998
Lehman Brothers July 1987 - July 1993
Skills
Strategic Planning, Global Investment..., Investment Management, Portfolio Management, Asset Managment, Equity Research, Research, Investments, Alternative Investments, Mutual Funds, Hedge Funds, Investment Banking, Private Equity, Venture Capital, Joint Ventures, Team Building, Marketing, Valuation, Investment Strategies, Equities, Asset Allocation, Value Investing, Wealth Management, Financial Modeling, Institutional..., Fund Of Funds, Stock Picking, Start-ups, Investment Research, Strategic Financial..., Financial Analysis, Quantitative Analytics, Business Valuation, Mergers, Corporate Finance, IPO, Equity Valuation, Strategy, Due Diligence, Asset Management, Securities, Financial Markets, Fundamental Analysis, Institutional, Investment Advisory, DCF
Education
University of Tennessee-Knoxville 1983 — 1986
Bachelor of Science (BS), Finance, Economics
University of North Carolina at Chapel Hill 1982 — 1983
Eric Hewitt Eric Hewitt's Lehman Brothers Experience June 1994 - June 1998
Job
Industry Financial Services
Experience
OppenheimerFunds March 2013 - Present
Columbia Management September 2012 - February 2013
Diamondback/Harbor Watch Capital September 2009 - July 2012
AllianceBernstein September 1999 - April 2009
Lehman Brothers June 1994 - June 1998
Skills
Portfolio Management, Product Development, Research Management, Equities, Equity Research, Equity Research Analysis, Product Management, Investment Banking, Investment Management, Asset Management, Strategy
Education
University of Minnesota - Carlson School of Management 1998 — 2000
MBA, Finance
University of Wisconsin-Madison 1989 — 1993
BA, International Relations
OppenheimerFunds March 2013 - Present
Columbia Management September 2012 - February 2013
Diamondback/Harbor Watch Capital September 2009 - July 2012
AllianceBernstein September 1999 - April 2009
Lehman Brothers June 1994 - June 1998
Skills
Portfolio Management, Product Development, Research Management, Equities, Equity Research, Equity Research Analysis, Product Management, Investment Banking, Investment Management, Asset Management, Strategy
Education
University of Minnesota - Carlson School of Management 1998 — 2000
MBA, Finance
University of Wisconsin-Madison 1989 — 1993
BA, International Relations
Becky Swanston Becky Swanston's Lehman Brothers Experience June 1985 - June 2002
Job Managing Partner at Beckwith Capital Advisors
Industry Financial Services
Experience
Connorex-Lucinda, LLC September 2013 - October 2014
Ridgeway Capital Group January 2010 - August 2013
Stonehaven LLC January 2007 - January 2010
Equus Financial Consulting January 2005 - January 2007
Lehman Brothers June 1985 - June 2002
Skills
Investments, Alternative Investments, Securities, ABS, Bonds, Hedge Funds, Financial Services, Venture Capital, High Yield, Credit, Asset Allocation, Trading, Financial Structuring, Structured Products, Structured Finance, Emerging Markets, Entrepreneurship, Capital
Education
University of Minnesota-Twin Cities 1977 — 1979
Connorex-Lucinda, LLC September 2013 - October 2014
Ridgeway Capital Group January 2010 - August 2013
Stonehaven LLC January 2007 - January 2010
Equus Financial Consulting January 2005 - January 2007
Lehman Brothers June 1985 - June 2002
Skills
Investments, Alternative Investments, Securities, ABS, Bonds, Hedge Funds, Financial Services, Venture Capital, High Yield, Credit, Asset Allocation, Trading, Financial Structuring, Structured Products, Structured Finance, Emerging Markets, Entrepreneurship, Capital
Education
University of Minnesota-Twin Cities 1977 — 1979
Mayur Matai Mayur Matai's Lehman Brothers Experience October 2006 - November 2008
Job Goldman Sachs
Industry Information Technology and Services
Experience
Goldman Sachs May 2013 - Present
Knight Capital Group April 2010 - May 2013
Barclays Capital December 2008 - March 2010
Lehman Brothers October 2006 - November 2008
Larsen & Toubro Infotech July 2004 - September 2006
Skills
Spring, Java Enterprise Edition, Struts, Oracle, Weblogic, Hibernate, Sybase, Core Java, SDLC, JMS, TIBCO iProcess, Software Project..., Agile Methodologies, Spring Framework, Java, Unix, Software Development
Education
University of Mumbai
University of Mumbai, Information Technology
Goldman Sachs May 2013 - Present
Knight Capital Group April 2010 - May 2013
Barclays Capital December 2008 - March 2010
Lehman Brothers October 2006 - November 2008
Larsen & Toubro Infotech July 2004 - September 2006
Skills
Spring, Java Enterprise Edition, Struts, Oracle, Weblogic, Hibernate, Sybase, Core Java, SDLC, JMS, TIBCO iProcess, Software Project..., Agile Methodologies, Spring Framework, Java, Unix, Software Development
Education
University of Mumbai
University of Mumbai, Information Technology
Priyesh Shende Priyesh Shende's Lehman Brothers Experience 2007 - 2007
Job Management Consulting at KPMG
Industry Investment Banking
Experience
KPMG July 2012 - Present
Tata Capital Limited May 2008 - August 2008
Tata Consultancy Services August 2005 - July 2007
Lehman Brothers 2007 - 2007
Skills
Derivatives, Investment Banking, Economics, Business Analysis, Financial Modeling
Education
York University - Schulich School of Business 2008 — 2009
MBA, Finance and International Business
University of Mumbai 2001 — 2005
B.E, Information Technology
KPMG July 2012 - Present
Tata Capital Limited May 2008 - August 2008
Tata Consultancy Services August 2005 - July 2007
Lehman Brothers 2007 - 2007
Skills
Derivatives, Investment Banking, Economics, Business Analysis, Financial Modeling
Education
York University - Schulich School of Business 2008 — 2009
MBA, Finance and International Business
University of Mumbai 2001 — 2005
B.E, Information Technology
Spencer Wright Spencer Wright's Lehman Brothers Experience September 1993 - March 2000
Job Seasoned Fixed Income Professional
Industry Capital Markets
Experience
New Mexico Educational Retirement Board November 2014 - Present
Assistance Dogs of the West April 2008 - Present
State of New Mexico December 2010 - October 2014
Vermont Student Assistance Corporation June 2006 - July 2011
Phase One Companies October 2008 - December 2010
Family Office September 2008 - November 2010
Canus Goat's Milk Skin Care Products May 2000 - December 2009
Lehman Brothers September 1993 - March 2000
Massachusetts Water Resources Authority (MWRA) September 1990 - September 1993
First National Bank of Boston September 1985 - May 1990
Skills
Capital Markets, Portfolio Management, Systems, Finance, Marketing, Sales, Manufacturing, Investments, Asset Managment, Fixed Income, Securities, Trading, Risk Management, Funding, Derivatives, Hedge Funds, Financial Structuring, Due Diligence, Asset Management, Investment Strategies, Executive Management, Entrepreneurship, Credit, Mergers & Acquisitions, Bonds, Real Estate, Series 63, Real Estate Development, Alternative Investments, Mutual Funds, Credit Analysis, Financial Modeling, Financial Analysis, Investment Management, Private Equity, Financial Markets, Cash Management, Investment Banking, Valuation, Emerging Markets, Asset Allocation, Bloomberg, Strategic Financial..., Series 7, Structured Finance, Restructuring, Financial Services, Financial Advisory, Treasury Management, Wealth Management
Education
University of New Hampshire - Whittemore School of Business and Economics 1979 — 1983
Bachelor's Degree, Administration
Public Finance Institute at University of Michigan 1986 — 1986
Public Finance Institute, Capital Markets
New Mexico Educational Retirement Board November 2014 - Present
Assistance Dogs of the West April 2008 - Present
State of New Mexico December 2010 - October 2014
Vermont Student Assistance Corporation June 2006 - July 2011
Phase One Companies October 2008 - December 2010
Family Office September 2008 - November 2010
Canus Goat's Milk Skin Care Products May 2000 - December 2009
Lehman Brothers September 1993 - March 2000
Massachusetts Water Resources Authority (MWRA) September 1990 - September 1993
First National Bank of Boston September 1985 - May 1990
Skills
Capital Markets, Portfolio Management, Systems, Finance, Marketing, Sales, Manufacturing, Investments, Asset Managment, Fixed Income, Securities, Trading, Risk Management, Funding, Derivatives, Hedge Funds, Financial Structuring, Due Diligence, Asset Management, Investment Strategies, Executive Management, Entrepreneurship, Credit, Mergers & Acquisitions, Bonds, Real Estate, Series 63, Real Estate Development, Alternative Investments, Mutual Funds, Credit Analysis, Financial Modeling, Financial Analysis, Investment Management, Private Equity, Financial Markets, Cash Management, Investment Banking, Valuation, Emerging Markets, Asset Allocation, Bloomberg, Strategic Financial..., Series 7, Structured Finance, Restructuring, Financial Services, Financial Advisory, Treasury Management, Wealth Management
Education
University of New Hampshire - Whittemore School of Business and Economics 1979 — 1983
Bachelor's Degree, Administration
Public Finance Institute at University of Michigan 1986 — 1986
Public Finance Institute, Capital Markets
Samantha Veilleux Samantha Veilleux's Lehman Brothers Experience August 2008 - September 2008
Job Talent & Programming Specialist at LeftField Media
Industry Entertainment
Experience
LeftField Media February 2015 - Present
Carolines on Broadway March 2010 - January 2015
Lehman Brothers August 2008 - September 2008
MTV Networks May 2008 - August 2008
Skills
Social Media, Microsoft Office, Facebook, Email Marketing, Microsoft Word, Microsoft Excel, Outlook, Troubleshooting, Time Management, Social Media Marketing, Google Drive, Google Docs, Mac OS X, Word, Excel, Blackberry, iPhone, HTML, PC, Entertainment, Event Planning, Social Networking, Event Management, Television, Marketing
Education
University of New Hampshire 2004 — 2008
Bachelor of Arts (BA), Communication; Film Studies
LeftField Media February 2015 - Present
Carolines on Broadway March 2010 - January 2015
Lehman Brothers August 2008 - September 2008
MTV Networks May 2008 - August 2008
Skills
Social Media, Microsoft Office, Facebook, Email Marketing, Microsoft Word, Microsoft Excel, Outlook, Troubleshooting, Time Management, Social Media Marketing, Google Drive, Google Docs, Mac OS X, Word, Excel, Blackberry, iPhone, HTML, PC, Entertainment, Event Planning, Social Networking, Event Management, Television, Marketing
Education
University of New Hampshire 2004 — 2008
Bachelor of Arts (BA), Communication; Film Studies
Cara Hayward Cara Hayward's Lehman Brothers Experience July 2008 - September 2008
Job Director of Business Development at CBANC
Industry Financial Services
Experience
CBANC Network March 2015 - Present
Barclays Capital September 2008 - August 2014
Lehman Brothers July 2008 - September 2008
Lehman Brothers July 2007 - August 2007
Municipal Benchmarking, LLC June 2006 - January 2007
Vector Marketing June 2005 - January 2006
Skills
Excel, Access, SQL, Series 7, Word, Series 63, Series 3, Equities, FINRA, Hedge Funds, Microsoft Excel, Microsoft Word, Prime Brokerage, Bloomberg, Analysis, Derivatives, Fixed Income, Capital Markets, Asset Management, Sales
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2004 — 2008
Bachelors, Business Administration- Entrepreneurship, English
CBANC Network March 2015 - Present
Barclays Capital September 2008 - August 2014
Lehman Brothers July 2008 - September 2008
Lehman Brothers July 2007 - August 2007
Municipal Benchmarking, LLC June 2006 - January 2007
Vector Marketing June 2005 - January 2006
Skills
Excel, Access, SQL, Series 7, Word, Series 63, Series 3, Equities, FINRA, Hedge Funds, Microsoft Excel, Microsoft Word, Prime Brokerage, Bloomberg, Analysis, Derivatives, Fixed Income, Capital Markets, Asset Management, Sales
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2004 — 2008
Bachelors, Business Administration- Entrepreneurship, English
Jim Tyndall Jim Tyndall's Lehman Brothers Experience 1983 - 1992
Job Realtor
Industry Real Estate
Experience
Keller Williams Realty, Inc. 2015 - Present
Merrill Lynch 1992 - 2002
Lehman Brothers 1983 - 1992
Skills
Equities, Trading, Equity Derivatives, Fixed Income, Capital Markets, Hedge Funds, Investment Banking, Financial Markets, Options, Alternative Investments, Derivatives, Asset Management
Education
University of North Carolina at Chapel Hill 1975 — 1979
Bachelor's Degree, Economics
Keller Williams Realty, Inc. 2015 - Present
Merrill Lynch 1992 - 2002
Lehman Brothers 1983 - 1992
Skills
Equities, Trading, Equity Derivatives, Fixed Income, Capital Markets, Hedge Funds, Investment Banking, Financial Markets, Options, Alternative Investments, Derivatives, Asset Management
Education
University of North Carolina at Chapel Hill 1975 — 1979
Bachelor's Degree, Economics
Balkrishna Kamble Balkrishna Kamble's Lehman Brothers Experience June 2008 - October 2008
Job Senior Java Developer at Royal Cyber Inc.
Industry Information Technology and Services
Experience
Royal Cyber Inc. January 2013 - Present
Mphasis October 2008 - December 2012
Lehman Brothers June 2008 - October 2008
Mphasis October 2005 - June 2008
Skills
Java, Struts, Spring, JSP, Hibernate, Servlets, Java Enterprise Edition, J2EE Application..., IBM Websphere Commerce, Sun Certified Java..., SOAP, RESTful WebServices, SQL, JavaScript, Velocity, Spring Framework
Education
Mumbai University 2001 — 2005
Bachelor of Engineering (B.E.), Computer Engineering
shah and anchor
Royal Cyber Inc. January 2013 - Present
Mphasis October 2008 - December 2012
Lehman Brothers June 2008 - October 2008
Mphasis October 2005 - June 2008
Skills
Java, Struts, Spring, JSP, Hibernate, Servlets, Java Enterprise Edition, J2EE Application..., IBM Websphere Commerce, Sun Certified Java..., SOAP, RESTful WebServices, SQL, JavaScript, Velocity, Spring Framework
Education
Mumbai University 2001 — 2005
Bachelor of Engineering (B.E.), Computer Engineering
shah and anchor
Brian Finn Brian Finn's Lehman Brothers Experience January 2000 - April 2005
Job Manager Banking & Capital Markets Advisory at PwC
Industry Management Consulting
Experience
PwC November 2014 - Present
JPMorgan Chase August 2011 - October 2014
NetJets February 2010 - August 2011
Thornton Americas Holdings May 2006 - February 2009
Wells Fargo April 2005 - May 2006
Lehman Brothers January 2000 - April 2005
Skills
Financial Analysis, Strategy, Financial Modeling, Business Planning, Investments, Portfolio Management, CRM, Analysis, Finance, Business Strategy, Executive Management, Fixed Income, Strategic Planning, Risk Management, Project Management
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Finance
University of Notre Dame 1995 — 1999
BBA, Finance & Business Economics
Chaminade High School 1991 — 1995
PwC November 2014 - Present
JPMorgan Chase August 2011 - October 2014
NetJets February 2010 - August 2011
Thornton Americas Holdings May 2006 - February 2009
Wells Fargo April 2005 - May 2006
Lehman Brothers January 2000 - April 2005
Skills
Financial Analysis, Strategy, Financial Modeling, Business Planning, Investments, Portfolio Management, CRM, Analysis, Finance, Business Strategy, Executive Management, Fixed Income, Strategic Planning, Risk Management, Project Management
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Finance
University of Notre Dame 1995 — 1999
BBA, Finance & Business Economics
Chaminade High School 1991 — 1995
Jay Dawdy, CFE, CMA Jay Dawdy, CFE, CMA's Lehman Brothers Experience March 1995 - September 1996
Job President, Gryphon Strategies
Industry Security and Investigations
Experience
Gryphon Strategies April 2000 - Present
Baruch College 2006 - 2008
Beau Dietl and Associates October 1996 - March 2000
Lehman Brothers March 1995 - September 1996
J.P. Morgan June 1993 - February 1995
IBM August 1989 - May 1993
Federal Bureau of Investigation 1988 - 1988
Skills
Asset Investigations, Certified Fraud Examiner, Fraud, Finance, Forensic Accounting, Litigation Support, Private Investigations, Due Diligence, Risk Assessment, Accounting, Background Checks, Internal Controls, Auditing, Internal Audit, Corporate Security, Interviews, Forensic Analysis, Risk Management, Budgets, Litigation, Enterprise Risk..., Expert Witness, Investigation, Computer Forensics, Enforcement, Surveillance, Corporate Governance, Security Management, Internal Investigations, Financial Risk, AML, Civil Litigation, Business Valuation, CPA, Crisis Management, Operational Risk..., Leadership, Investigative Reporting, Financial Reporting, Financial Services, Financial Statements, Risk Analysis, Business Continuity, IT Audit, Skip Tracing, Sarbanes-Oxley Act, Executive Management, Asset Protection, SEC filings, Security Audits
Education
University of Missouri-Columbia 1986 — 1989
Accountancy, Business/Accounting
Gryphon Strategies April 2000 - Present
Baruch College 2006 - 2008
Beau Dietl and Associates October 1996 - March 2000
Lehman Brothers March 1995 - September 1996
J.P. Morgan June 1993 - February 1995
IBM August 1989 - May 1993
Federal Bureau of Investigation 1988 - 1988
Skills
Asset Investigations, Certified Fraud Examiner, Fraud, Finance, Forensic Accounting, Litigation Support, Private Investigations, Due Diligence, Risk Assessment, Accounting, Background Checks, Internal Controls, Auditing, Internal Audit, Corporate Security, Interviews, Forensic Analysis, Risk Management, Budgets, Litigation, Enterprise Risk..., Expert Witness, Investigation, Computer Forensics, Enforcement, Surveillance, Corporate Governance, Security Management, Internal Investigations, Financial Risk, AML, Civil Litigation, Business Valuation, CPA, Crisis Management, Operational Risk..., Leadership, Investigative Reporting, Financial Reporting, Financial Services, Financial Statements, Risk Analysis, Business Continuity, IT Audit, Skip Tracing, Sarbanes-Oxley Act, Executive Management, Asset Protection, SEC filings, Security Audits
Education
University of Missouri-Columbia 1986 — 1989
Accountancy, Business/Accounting
Storm Duncan Storm Duncan's Lehman Brothers Experience 1996 - 1999
Job CoFounder and CEO, DwellAware
Industry Information Technology and Services
Experience
DwellAware April 2013 - Present
essess November 2011 - April 2013
Angel Storm 2002 - 2013
Credit Suisse 1999 - March 2012
Lehman Brothers 1996 - 1999
PaineWebber 1994 - 1996
Multiple 1984 - 1994
Skills
Entrepreneur, Venture Capital, Corporate Development, Mergers, Valuation, Due Diligence, Business Strategy, Start-ups, Energy, Financial Modeling, Financial Analysis, Corporate Finance, Cleantech, Entrepreneurship, Strategic Partnerships, Investor Relations, Investment Banking, Fundraising, SaaS, Mergers & Acquisitions, Enterprise Software, Sustainability, Strategy, Business Development, Analytics, Mobile Devices, Management, Finance, Executive Management, M&A experience, Acquisition Integration, Leadership, Analysis, Risk Management, Divestitures, Financial Structuring, Business Modeling, Strategic Consulting, Banking, Financial Services, Big Data, Acquisitions, Fixed Income, Thought Leadership, Alternative Investments, Trading, Leveraged Finance, IPO, Angel Investing
Education
University of Michigan - Stephen M. Ross School of Business 1992 — 1994
MBA
Yale University 1988 — 1992
B.A.
Glenrock High School 1984 — 1988
DwellAware April 2013 - Present
essess November 2011 - April 2013
Angel Storm 2002 - 2013
Credit Suisse 1999 - March 2012
Lehman Brothers 1996 - 1999
PaineWebber 1994 - 1996
Multiple 1984 - 1994
Skills
Entrepreneur, Venture Capital, Corporate Development, Mergers, Valuation, Due Diligence, Business Strategy, Start-ups, Energy, Financial Modeling, Financial Analysis, Corporate Finance, Cleantech, Entrepreneurship, Strategic Partnerships, Investor Relations, Investment Banking, Fundraising, SaaS, Mergers & Acquisitions, Enterprise Software, Sustainability, Strategy, Business Development, Analytics, Mobile Devices, Management, Finance, Executive Management, M&A experience, Acquisition Integration, Leadership, Analysis, Risk Management, Divestitures, Financial Structuring, Business Modeling, Strategic Consulting, Banking, Financial Services, Big Data, Acquisitions, Fixed Income, Thought Leadership, Alternative Investments, Trading, Leveraged Finance, IPO, Angel Investing
Education
University of Michigan - Stephen M. Ross School of Business 1992 — 1994
MBA
Yale University 1988 — 1992
B.A.
Glenrock High School 1984 — 1988
Stephens Johnson Stephens Johnson's Lehman Brothers Experience September 2008 - September 2008
Job Director, Investor Relations at Tenex Capital Management
Industry Financial Services
Experience
Tenex Capital Management April 2015 - Present
First Reserve Corporation September 2012 - March 2015
Lazard Freres & Co. June 2010 - July 2012
Private Advisors LLC November 2008 - January 2010
Lehman Brothers September 2008 - September 2008
TUDOR INVESTMENT CORPORATION June 2007 - August 2007
Skills
Private Equity, Fund Of Funds, Asset Management, Corporate Finance, Corporate Development
Education
University of North Carolina at Chapel Hill 2004 — 2008
BA, History
Tenex Capital Management April 2015 - Present
First Reserve Corporation September 2012 - March 2015
Lazard Freres & Co. June 2010 - July 2012
Private Advisors LLC November 2008 - January 2010
Lehman Brothers September 2008 - September 2008
TUDOR INVESTMENT CORPORATION June 2007 - August 2007
Skills
Private Equity, Fund Of Funds, Asset Management, Corporate Finance, Corporate Development
Education
University of North Carolina at Chapel Hill 2004 — 2008
BA, History
Caroline Parker's Lehman Brothers Experience June 2007 - August 2007
Job Vice President Corporate Finance Loan Originations at Wells Fargo Capital Finance
Industry Investment Banking
Experience
Wells Fargo Capital Finance July 2014 - Present
Wells Fargo Capital Finance June 2011 - July 2014
Wells Fargo Securities June 2010 - June 2011
Wells Fargo Securities June 2008 - June 2010
Lehman Brothers June 2007 - August 2007
Education
University of North Carolina at Chapel Hill 2004 — 2008
BS, Business Administration
Wells Fargo Capital Finance July 2014 - Present
Wells Fargo Capital Finance June 2011 - July 2014
Wells Fargo Securities June 2010 - June 2011
Wells Fargo Securities June 2008 - June 2010
Lehman Brothers June 2007 - August 2007
Education
University of North Carolina at Chapel Hill 2004 — 2008
BS, Business Administration
Shaam Khan Shaam Khan's Lehman Brothers Experience March 2009 - Present
Job Vice President at Lehman Brothers
Industry Information Technology and Services
Experience
Lehman Brothers March 2009 - Present
McKinsey & Company February 2002 - January 2009
IBM Global Services May 1999 - January 2002
Ambac May 1997 - April 1999
Tickmark Solutions February 1996 - April 1997
Skills
SDLC, IT Strategy, SOA, Agile Methodologies, Software Project..., Software Development, Requirements Analysis, ITIL, Agile Project Management, Business Analysis, Requirements Gathering, Integration, Oracle, Databases, Web Services, Weblogic, PMP, Microsoft SQL Server, PL/SQL, Unix, Scrum, Architecture, Solution Architecture
Education
University of Mumbai 1982 — 1988
BE, Civil Engineering - Structural design & Construction Management
Lehman Brothers March 2009 - Present
McKinsey & Company February 2002 - January 2009
IBM Global Services May 1999 - January 2002
Ambac May 1997 - April 1999
Tickmark Solutions February 1996 - April 1997
Skills
SDLC, IT Strategy, SOA, Agile Methodologies, Software Project..., Software Development, Requirements Analysis, ITIL, Agile Project Management, Business Analysis, Requirements Gathering, Integration, Oracle, Databases, Web Services, Weblogic, PMP, Microsoft SQL Server, PL/SQL, Unix, Scrum, Architecture, Solution Architecture
Education
University of Mumbai 1982 — 1988
BE, Civil Engineering - Structural design & Construction Management
Lili Delalat Lili Delalat's Lehman Brothers Experience 1994 - 1999
Job
Industry Investment Banking
Experience
BondDesk Group, LLC 2009 - 2009
Wells Fargo 2005 - 2009
Goldman Sachs 1999 - 2005
Lehman Brothers 1994 - 1999
Skills
Strategy, Business Transformation, Management, Electronic Trading, Market Data, Trading Systems, Equities, Derivatives, Fixed Income, Capital Markets, Low Latency, Financial Markets, Equity Trading, Equity Derivatives, Trading, Exchange Connectivity, Investment Banking, Sybase, SDLC, Risk Management, Integration, Project Management, Strategic Planning, Trading System, Emerging Markets, FX trading, Interest Rate..., Order Management, Options, Product Management, Enterprise Architecture, Vendor Management
Education
University of Nebraska-Lincoln
BSCE, MSCE
BondDesk Group, LLC 2009 - 2009
Wells Fargo 2005 - 2009
Goldman Sachs 1999 - 2005
Lehman Brothers 1994 - 1999
Skills
Strategy, Business Transformation, Management, Electronic Trading, Market Data, Trading Systems, Equities, Derivatives, Fixed Income, Capital Markets, Low Latency, Financial Markets, Equity Trading, Equity Derivatives, Trading, Exchange Connectivity, Investment Banking, Sybase, SDLC, Risk Management, Integration, Project Management, Strategic Planning, Trading System, Emerging Markets, FX trading, Interest Rate..., Order Management, Options, Product Management, Enterprise Architecture, Vendor Management
Education
University of Nebraska-Lincoln
BSCE, MSCE
William McDermott's Lehman Brothers Experience 1990 - 2004
Job IT Professional / Project Manager
Industry Information Technology and Services
Experience
White Plains Hospital Center June 2008 - Present
Morgan Stanley 2005 - 2008
Lehman Brothers 1990 - 2004
Skills
Mainframe, Disaster Recovery, DB2, SQL, JCL, Data Management, CICS, COBOL, Team Building, MVS, Problem Solving, Data Analysis, Performance Tuning, Programming, Troubleshooting, Database Management, Relational Databases, Vendor Management, TSO, Strategic Planning, Analysis, Mentoring, z/OS, IBM Mainframe, Documentation, Program Management, SMP/E, Omegamon, BMC, IBM, RRDF, E-Net, Assembler, MS Project, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, VBA, Team Management, Project Management, Databases, IT Service Management, Leadership, Software Documentation, SDLC, Integration, Systems Analysis, Project Planning, Endeavor
Education
University of Notre Dame
BA, Government
White Plains Hospital Center June 2008 - Present
Morgan Stanley 2005 - 2008
Lehman Brothers 1990 - 2004
Skills
Mainframe, Disaster Recovery, DB2, SQL, JCL, Data Management, CICS, COBOL, Team Building, MVS, Problem Solving, Data Analysis, Performance Tuning, Programming, Troubleshooting, Database Management, Relational Databases, Vendor Management, TSO, Strategic Planning, Analysis, Mentoring, z/OS, IBM Mainframe, Documentation, Program Management, SMP/E, Omegamon, BMC, IBM, RRDF, E-Net, Assembler, MS Project, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, VBA, Team Management, Project Management, Databases, IT Service Management, Leadership, Software Documentation, SDLC, Integration, Systems Analysis, Project Planning, Endeavor
Education
University of Notre Dame
BA, Government
Alan Slindee Alan Slindee's Lehman Brothers Experience January 2003 - March 2006
Job National Customer Business Manager (Trade Marketing) at Land O'Lakes
Industry Consumer Goods
Experience
Land O'Lakes January 2014 - Present
Land O'Lakes April 2012 - January 2014
Walmart January 2011 - April 2012
Cummins, Inc May 2010 - September 2010
Marcus & Millichap July 2007 - June 2009
Mercantile Bank April 2006 - July 2007
Lehman Brothers January 2003 - March 2006
Furman University 2001 - 2002
University of Minnesota May 1996 - September 2000
Skills
Forecasting, Financial Analysis, Account Management, Consumer Products, Grocery, Selling, CRM, Strategy, Time Management, Pricing, Cross-functional Team..., P, Retail, Strategic Planning, Sales, Inventory Management
Education
University of Arkansas - Sam M. Walton School of Business 2009 — 2011
MBA, Finance
University of Minnesota-Twin Cities 1996 — 2000
B.S., Applied Economics
Land O'Lakes January 2014 - Present
Land O'Lakes April 2012 - January 2014
Walmart January 2011 - April 2012
Cummins, Inc May 2010 - September 2010
Marcus & Millichap July 2007 - June 2009
Mercantile Bank April 2006 - July 2007
Lehman Brothers January 2003 - March 2006
Furman University 2001 - 2002
University of Minnesota May 1996 - September 2000
Skills
Forecasting, Financial Analysis, Account Management, Consumer Products, Grocery, Selling, CRM, Strategy, Time Management, Pricing, Cross-functional Team..., P, Retail, Strategic Planning, Sales, Inventory Management
Education
University of Arkansas - Sam M. Walton School of Business 2009 — 2011
MBA, Finance
University of Minnesota-Twin Cities 1996 — 2000
B.S., Applied Economics
William Metz William Metz's Lehman Brothers Experience January 2000 - May 2005
Job Sr. Investment Executive at Feltl and Company
Industry Financial Services
Experience
Feltl and Company November 2012 - Present
Advanced Equities May 2005 - November 2012
Lehman Brothers January 2000 - May 2005
Cowen and Company January 1990 - January 2000
Hambrecht & Quist December 1987 - January 1990
Oppenheimer & Co. May 1985 - December 1987
Bear Stearns October 1982 - May 1985
Various Financial Firms May 1975 - October 1982
Skills
Securities, Due Diligence, Financial Services, Capital Markets, Asset Allocation, Fixed Income, Mutual Funds, Investment Strategies, Valuation, FINRA
Education
University of Missouri-Columbia 1969 — 1974
BA, MS, History, Geography
Feltl and Company November 2012 - Present
Advanced Equities May 2005 - November 2012
Lehman Brothers January 2000 - May 2005
Cowen and Company January 1990 - January 2000
Hambrecht & Quist December 1987 - January 1990
Oppenheimer & Co. May 1985 - December 1987
Bear Stearns October 1982 - May 1985
Various Financial Firms May 1975 - October 1982
Skills
Securities, Due Diligence, Financial Services, Capital Markets, Asset Allocation, Fixed Income, Mutual Funds, Investment Strategies, Valuation, FINRA
Education
University of Missouri-Columbia 1969 — 1974
BA, MS, History, Geography
Amy D. Beckingham Amy D. Beckingham's Lehman Brothers Experience June 2006 - August 2009
Job Sr. Project Manager at Sirius XM Radio
Industry Information Technology and Services
Experience
Sirius XM Radio Inc. September 2010 - Present
The DataBase Group January 2010 - August 2010
Lehman Brothers June 2006 - August 2009
JPMorgan Chase 2005 - 2006
Allstate 1999 - 2005
Skills
SDLC, Project Management, ITIL, Financial Services, Process Management, Leadership, Vendor Management, PMP, SharePoint, PMO, Business Analysis, Agile Methodologies, PMI, Software Project..., CRM, Program Management, Management, Project Portfolio...
Education
University of North Texas 1996 — 2001
B.S., Computer Information Systems
Sirius XM Radio Inc. September 2010 - Present
The DataBase Group January 2010 - August 2010
Lehman Brothers June 2006 - August 2009
JPMorgan Chase 2005 - 2006
Allstate 1999 - 2005
Skills
SDLC, Project Management, ITIL, Financial Services, Process Management, Leadership, Vendor Management, PMP, SharePoint, PMO, Business Analysis, Agile Methodologies, PMI, Software Project..., CRM, Program Management, Management, Project Portfolio...
Education
University of North Texas 1996 — 2001
B.S., Computer Information Systems
Michelle Lyon Michelle Lyon's Lehman Brothers Experience January 2008 - October 2009
Job
Industry Health, Wellness and Fitness
Experience
Anderson Press, Inc. 2015 - Present
Citi September 2010 - February 2015
CMS Solutions February 2010 - September 2010
Lehman Brothers January 2008 - October 2009
American Mutual Mortgage Company June 2001 - September 2007
Skills
Mortgage Banking, Mortgage Lending, Loans, Residential Mortgages, Real Estate Financing, Investment Properties, Business Development, Credit, Loan Origination, Refinance, FHA, VA loans, Sales, Banking, Investments, Management, VA Loans
Education
University of Missouri-Columbia 1999 — 2004
Bachelor's degree
Anderson Press, Inc. 2015 - Present
Citi September 2010 - February 2015
CMS Solutions February 2010 - September 2010
Lehman Brothers January 2008 - October 2009
American Mutual Mortgage Company June 2001 - September 2007
Skills
Mortgage Banking, Mortgage Lending, Loans, Residential Mortgages, Real Estate Financing, Investment Properties, Business Development, Credit, Loan Origination, Refinance, FHA, VA loans, Sales, Banking, Investments, Management, VA Loans
Education
University of Missouri-Columbia 1999 — 2004
Bachelor's degree
Victor Kats Victor Kats's Lehman Brothers Experience July 1999 - July 2003
Job Managing Director, Head of Healthcare Technology, Ascension Ventures
Industry Venture Capital & Private Equity
Experience
Ingenious Med December 2014 - Present
GetWellNetwork May 2014 - Present
Quantros July 2013 - Present
Vivify Health December 2012 - Present
Phreesia April 2010 - Present
Ascension Ventures June 2009 - Present
MedVentive Inc. (acquired by McKesson Corp.) September 2011 - October 2012
Allscripts March 2008 - May 2009
Misys Healthcare Systems September 2003 - March 2008
Lehman Brothers July 1999 - July 2003
Skills
Mergers, Mergers & Acquisitions, Strategy, Venture Capital, Healthcare, Cross-functional Team..., Management, Change Management, Business Development, Project Management, Financial Modeling, Due Diligence, Leadership, Competitive Analysis, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance, Strategy, Accounting, General Management
University of North Carolina at Chapel Hill 1989 — 1993
BSBA, General Management
Fox Lane
Ingenious Med December 2014 - Present
GetWellNetwork May 2014 - Present
Quantros July 2013 - Present
Vivify Health December 2012 - Present
Phreesia April 2010 - Present
Ascension Ventures June 2009 - Present
MedVentive Inc. (acquired by McKesson Corp.) September 2011 - October 2012
Allscripts March 2008 - May 2009
Misys Healthcare Systems September 2003 - March 2008
Lehman Brothers July 1999 - July 2003
Skills
Mergers, Mergers & Acquisitions, Strategy, Venture Capital, Healthcare, Cross-functional Team..., Management, Change Management, Business Development, Project Management, Financial Modeling, Due Diligence, Leadership, Competitive Analysis, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance, Strategy, Accounting, General Management
University of North Carolina at Chapel Hill 1989 — 1993
BSBA, General Management
Fox Lane
Janet (Constantin) Stuart Janet (Constantin) Stuart's Lehman Brothers Experience 2006 - 2008
Job Investment Management
Industry Investment Management
Experience
BNY Mellon 2008 - 2012
Lehman Brothers 2006 - 2008
Smith Barney 2002 - 2006
Montgomery Securities 1999 - 2002
Education
Columbia Business School
MBA, Finance
University of New Hampshire
BS Computer Science
BNY Mellon 2008 - 2012
Lehman Brothers 2006 - 2008
Smith Barney 2002 - 2006
Montgomery Securities 1999 - 2002
Education
Columbia Business School
MBA, Finance
University of New Hampshire
BS Computer Science
Hunter Brackett, CFA Hunter Brackett, CFA's Lehman Brothers Experience March 2004 - February 2008
Job Senior Manager, Investment Research at CAPTRUST
Industry Financial Services
Experience
CAPTRUST June 2012 - Present
NCM Capital February 2008 - October 2011
Lehman Brothers March 2004 - February 2008
First Union National Bank June 1997 - June 2001
Skills
Equity Research, Investments, Banking, Financial Modeling, Portfolio Management, Equities, Valuation, Alternative Investments, Asset Allocation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2003
MBA, Investment Management
Washington and Lee University 1993 — 1997
BA, Economics
Charlotte Latin 1980 — 1993
CAPTRUST June 2012 - Present
NCM Capital February 2008 - October 2011
Lehman Brothers March 2004 - February 2008
First Union National Bank June 1997 - June 2001
Skills
Equity Research, Investments, Banking, Financial Modeling, Portfolio Management, Equities, Valuation, Alternative Investments, Asset Allocation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2003
MBA, Investment Management
Washington and Lee University 1993 — 1997
BA, Economics
Charlotte Latin 1980 — 1993
Chris Babcock Chris Babcock's Lehman Brothers Experience January 1994 - March 2008
Job Senior Business Analyst
Industry Investment Management
Experience
Barclays Wealth June 2012 - Present
Babcock Consulting, LLC May 2009 - Present
Credit Suisse June 2010 - March 2012
Morgan Stanley Smith Barney June 2009 - September 2009
Lehman Brothers January 1994 - March 2008
Deloitte & Touche May 1990 - January 1994
Shearson Lehman Brothers June 1986 - April 1990
Deloitte Haskins & Sells January 1985 - May 1986
Skills
Wealth Management, Asset Management, Portfolio Management, Securities, Capital Markets, Business Analysis, Trading, Investment Banking, Investments, Bloomberg, Fixed Income, Trading Systems, Investment Management, Equities, Bonds, Integration
Education
New York University, School of Continuing Education
Diploma, Computer Technology / Programming
University of Nebraska-Lincoln
BS, Education
Barclays Wealth June 2012 - Present
Babcock Consulting, LLC May 2009 - Present
Credit Suisse June 2010 - March 2012
Morgan Stanley Smith Barney June 2009 - September 2009
Lehman Brothers January 1994 - March 2008
Deloitte & Touche May 1990 - January 1994
Shearson Lehman Brothers June 1986 - April 1990
Deloitte Haskins & Sells January 1985 - May 1986
Skills
Wealth Management, Asset Management, Portfolio Management, Securities, Capital Markets, Business Analysis, Trading, Investment Banking, Investments, Bloomberg, Fixed Income, Trading Systems, Investment Management, Equities, Bonds, Integration
Education
New York University, School of Continuing Education
Diploma, Computer Technology / Programming
University of Nebraska-Lincoln
BS, Education
Natalie Riessen Natalie Riessen's Lehman Brothers Experience 2004 - 2008
Job Optimal Group Family Capital Management
Industry Financial Services
Experience
Optimal Group, Family Capital Management 2010 - Present
Credit Suisse 2008 - 2010
Lehman Brothers 2004 - 2008
Morgan Stanley 2002 - 2004
Goldman Sachs 1998 - 2002
Schroders & Co. 1997 - 1998
Grant Thornton LLP 1993 - 1997
Ernst & Young 1989 - 1993
Education
New York University - Leonard N. Stern School of Business
Masters of Business Administration, Double Major: Finance, Taxation
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration, Major: Accounting
Optimal Group, Family Capital Management 2010 - Present
Credit Suisse 2008 - 2010
Lehman Brothers 2004 - 2008
Morgan Stanley 2002 - 2004
Goldman Sachs 1998 - 2002
Schroders & Co. 1997 - 1998
Grant Thornton LLP 1993 - 1997
Ernst & Young 1989 - 1993
Education
New York University - Leonard N. Stern School of Business
Masters of Business Administration, Double Major: Finance, Taxation
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration, Major: Accounting
Heather Zamora Heather Zamora's Lehman Brothers Experience 2002 - October 2010
Job former Senior Loan Administrator at Lehman Brothers Bank, FSB
Industry Commercial Real Estate
Experience
Aurora Bank FSB Commercial Services 2009 - October 2010
Lehman Brothers Bank January 2005 - October 2010
Aurora Bank, FSB (formerly Lehman Brothers Bank, FSB) (formerly CNL Commercial Finance) February 2002 - October 2010
Lehman Brothers 2002 - October 2010
CNL Commercial Finance, Inc. March 2002 - December 2004
Nabity Financial Group January 2001 - December 2001
Skills
Commercial Mortgages, Commercial Real Estate, Credit, Loans, Mortgage Lending, Banking, Management, Real Estate, Real Estate Economics, Loan Origination, Commercial Lending
Education
BankersEdge
University of Nebraska-Lincoln 1998 — 2001
Bachelors, Business, Finance, Political Science
Aurora Bank FSB Commercial Services 2009 - October 2010
Lehman Brothers Bank January 2005 - October 2010
Aurora Bank, FSB (formerly Lehman Brothers Bank, FSB) (formerly CNL Commercial Finance) February 2002 - October 2010
Lehman Brothers 2002 - October 2010
CNL Commercial Finance, Inc. March 2002 - December 2004
Nabity Financial Group January 2001 - December 2001
Skills
Commercial Mortgages, Commercial Real Estate, Credit, Loans, Mortgage Lending, Banking, Management, Real Estate, Real Estate Economics, Loan Origination, Commercial Lending
Education
BankersEdge
University of Nebraska-Lincoln 1998 — 2001
Bachelors, Business, Finance, Political Science
Edward Hayes Edward Hayes's Lehman Brothers Experience 2007 - September 2008
Job CoFounder, Managing Partner at Banyan Point
Industry Investment Management
Experience
Banyan Point, LLC July 2015 - Present
Wealth and Investment Management at Barclays September 2008 - June 2015
Lehman Brothers 2007 - September 2008
KeyBanc Capital Markets 2005 - 2007
Education
University of North Carolina at Chapel Hill 2001 — 2005
Landon
Banyan Point, LLC July 2015 - Present
Wealth and Investment Management at Barclays September 2008 - June 2015
Lehman Brothers 2007 - September 2008
KeyBanc Capital Markets 2005 - 2007
Education
University of North Carolina at Chapel Hill 2001 — 2005
Landon
Sean Cessna's Lehman Brothers Experience 2001 - 2001
Job CoHead of Healthcare Investment Banking
Industry Investment Banking
Experience
JMP Securities April 2015 - Present
JMP Securities May 2011 - Present
Piper Jaffray January 2007 - April 2011
RBC Capital Markets July 2002 - January 2007
Lehman Brothers 2001 - 2001
Geneva Companies (Citigroup) 1997 - August 2000
Skills
Investment Banking, Mergers & Acquisitions, Investments, Valuation, Financial Modeling, Banking, Private Equity, Capital, Mergers, Strategic Planning, Entrepreneurship, Business Strategy, Strategy, Corporate Finance, Venture Capital, IPO, Finance, Capital Markets, Business Development, Corporate Development, Due Diligence, Equities, Financial Analysis, M&A experience, Biotechnology, Life Science Industry, Biopharmaceuticals
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
MBA
University of Oregon 1994 — 1996
BS
JMP Securities April 2015 - Present
JMP Securities May 2011 - Present
Piper Jaffray January 2007 - April 2011
RBC Capital Markets July 2002 - January 2007
Lehman Brothers 2001 - 2001
Geneva Companies (Citigroup) 1997 - August 2000
Skills
Investment Banking, Mergers & Acquisitions, Investments, Valuation, Financial Modeling, Banking, Private Equity, Capital, Mergers, Strategic Planning, Entrepreneurship, Business Strategy, Strategy, Corporate Finance, Venture Capital, IPO, Finance, Capital Markets, Business Development, Corporate Development, Due Diligence, Equities, Financial Analysis, M&A experience, Biotechnology, Life Science Industry, Biopharmaceuticals
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
MBA
University of Oregon 1994 — 1996
BS
Shabbir Badshah's Lehman Brothers Experience April 2005 - September 2008
Job IT Consultant
Industry Computer Software
Experience
Citi September 2011 - August 2012
Tower Research Capital 2012 - 2012
Barclays Capital September 2008 - September 2011
Lehman Brothers April 2005 - September 2008
International Middleware Solutions November 2002 - March 2005
Dresdner Kleinwort Wasserstein October 1998 - October 2002
National Center for Software Technology February 1997 - September 1998
Skills
Sun Certified Java..., Microsoft Certified..., Unix Shell Scripting, Windows, Back Office, Electronic Trading, Project Management, Prime Brokerage, Software Project..., Requirements Analysis, Java Enterprise Edition, Strategy, Training, Trading, Enterprise Architecture, Derivatives, Equities, Trading Systems, Management, Information Technology, Fixed Income, Oracle, Agile Methodologies, Java, Team Building, Vendor Management, Investment Banking, .NET, Sybase, Market Data, SOA, SDLC, Business Intelligence, Middle Office, Equity Derivatives, Interest Rate..., Capital Markets, FX Options, Credit Derivatives
Education
National Centre for Software Technology 1996 — 1997
PGDST, Information Technology
Institute of Chartered Financial Analysts of India 1995 — 1996
Diploma in Business Finance, Finance
University of Mumbai 1990 — 1995
BA(Hons), Economics
Holy Name
Citi September 2011 - August 2012
Tower Research Capital 2012 - 2012
Barclays Capital September 2008 - September 2011
Lehman Brothers April 2005 - September 2008
International Middleware Solutions November 2002 - March 2005
Dresdner Kleinwort Wasserstein October 1998 - October 2002
National Center for Software Technology February 1997 - September 1998
Skills
Sun Certified Java..., Microsoft Certified..., Unix Shell Scripting, Windows, Back Office, Electronic Trading, Project Management, Prime Brokerage, Software Project..., Requirements Analysis, Java Enterprise Edition, Strategy, Training, Trading, Enterprise Architecture, Derivatives, Equities, Trading Systems, Management, Information Technology, Fixed Income, Oracle, Agile Methodologies, Java, Team Building, Vendor Management, Investment Banking, .NET, Sybase, Market Data, SOA, SDLC, Business Intelligence, Middle Office, Equity Derivatives, Interest Rate..., Capital Markets, FX Options, Credit Derivatives
Education
National Centre for Software Technology 1996 — 1997
PGDST, Information Technology
Institute of Chartered Financial Analysts of India 1995 — 1996
Diploma in Business Finance, Finance
University of Mumbai 1990 — 1995
BA(Hons), Economics
Holy Name
Chad Edwards's Lehman Brothers Experience August 2000 - June 2005
Job Finance Professional
Industry Financial Services
Experience
Wells Fargo Securities March 2011 - August 2013
Wells Fargo Securities (previously Wachovia Securities) June 2005 - March 2011
Lehman Brothers August 2000 - June 2005
Bank of America Securities July 1996 - July 1998
JPMorgan June 1995 - August 1995
Skills
Leveraged Finance, High Yield, Capital Markets, Investment Banking, Financial Advisory, Mezzanine
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2000
MBA, Corporate Finance
William & Mary 1992 — 1996
BBA, Finance, Economics, Accounting, Religion
Halifax County Senior High School - South Boston, VA 1989 — 1992
Honors / Advanced Placement, Salutatorian
Wells Fargo Securities March 2011 - August 2013
Wells Fargo Securities (previously Wachovia Securities) June 2005 - March 2011
Lehman Brothers August 2000 - June 2005
Bank of America Securities July 1996 - July 1998
JPMorgan June 1995 - August 1995
Skills
Leveraged Finance, High Yield, Capital Markets, Investment Banking, Financial Advisory, Mezzanine
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2000
MBA, Corporate Finance
William & Mary 1992 — 1996
BBA, Finance, Economics, Accounting, Religion
Halifax County Senior High School - South Boston, VA 1989 — 1992
Honors / Advanced Placement, Salutatorian
Jennifer Drag's Lehman Brothers Experience November 2006 - September 2008
Job
Industry Financial Services
Experience
Morgan Stanley May 2013 - Present
Credit Suisse July 2009 - March 2013
Barclays Capital September 2008 - April 2009
Lehman Brothers November 2006 - September 2008
Bloomberg L.P. March 2001 - December 2006
Skills
Structured Products, Prime Brokerage, Electronic Trading, Fixed Income, Trading Systems, Equity Derivatives, Bloomberg, Derivatives, Equities, Hedge Funds, FX Options, Equity Trading, Bloomberg Terminal, Financial Markets, Capital Markets, Bonds, Options, ETFs, Series 7, Investment Banking
Education
University of North Carolina at Chapel Hill
Bachelor of Arts
Morgan Stanley May 2013 - Present
Credit Suisse July 2009 - March 2013
Barclays Capital September 2008 - April 2009
Lehman Brothers November 2006 - September 2008
Bloomberg L.P. March 2001 - December 2006
Skills
Structured Products, Prime Brokerage, Electronic Trading, Fixed Income, Trading Systems, Equity Derivatives, Bloomberg, Derivatives, Equities, Hedge Funds, FX Options, Equity Trading, Bloomberg Terminal, Financial Markets, Capital Markets, Bonds, Options, ETFs, Series 7, Investment Banking
Education
University of North Carolina at Chapel Hill
Bachelor of Arts
Jeanette Pickel Smith's Lehman Brothers Experience July 2006 - December 2007
Job Stay at Home Mom
Industry Financial Services
Experience
Overlook Auxiliary July 2015 - Present
Junior League of Summit September 2014 - Present
Barclays Capital December 2007 - September 2011
Lehman Brothers July 2006 - December 2007
Lehman Brothers July 2004 - July 2006
Platzer, Swergold, et al. November 2003 - March 2004
US Bancorp January 2003 - August 2003
RBC Capital Markets May 2002 - December 2002
US Bancorp January 2000 - May 2002
Commercial Federal Bank January 1997 - January 2000
Skills
Loans, Management, Outlook, Real Estate, Portfolio Management
Education
University of Northern Iowa 1992 — 1996
BS, Public Administration
Overlook Auxiliary July 2015 - Present
Junior League of Summit September 2014 - Present
Barclays Capital December 2007 - September 2011
Lehman Brothers July 2006 - December 2007
Lehman Brothers July 2004 - July 2006
Platzer, Swergold, et al. November 2003 - March 2004
US Bancorp January 2003 - August 2003
RBC Capital Markets May 2002 - December 2002
US Bancorp January 2000 - May 2002
Commercial Federal Bank January 1997 - January 2000
Skills
Loans, Management, Outlook, Real Estate, Portfolio Management
Education
University of Northern Iowa 1992 — 1996
BS, Public Administration
Nirav Chheda's Lehman Brothers Experience July 2008 - September 2008
Job Vice President at Tradeweb
Industry Computer Software
Experience
Tradeweb March 2015 - Present
Tradeweb September 2012 - March 2015
Citi September 2011 - September 2012
Barclays Capital September 2008 - September 2011
Lehman Brothers July 2008 - September 2008
Pringo Networks LLC April 2008 - June 2008
SAP Labs June 2007 - August 2007
Syntel Ltd., India July 2005 - July 2006
Skills
Fixed Income, Unix, Options, Sybase, SQL, Application Support..., Windows Server, C#, .NET, Business Analysis, Software Development, Microsoft SQL Server, Databases
Education
University of Southern California 2006 — 2007
Masters, Computer Science
University of Mumbai 2001 — 2005
Bachelors, Computer Engineering
Tradeweb March 2015 - Present
Tradeweb September 2012 - March 2015
Citi September 2011 - September 2012
Barclays Capital September 2008 - September 2011
Lehman Brothers July 2008 - September 2008
Pringo Networks LLC April 2008 - June 2008
SAP Labs June 2007 - August 2007
Syntel Ltd., India July 2005 - July 2006
Skills
Fixed Income, Unix, Options, Sybase, SQL, Application Support..., Windows Server, C#, .NET, Business Analysis, Software Development, Microsoft SQL Server, Databases
Education
University of Southern California 2006 — 2007
Masters, Computer Science
University of Mumbai 2001 — 2005
Bachelors, Computer Engineering
Ashish Vijaywargiya's Lehman Brothers Experience July 2007 - November 2008
Job AVP Database Administration
Industry Financial Services
Experience
Barclays Capital August 2009 - March 2014
Sovereign Bank December 2008 - May 2009
Lehman Brothers July 2007 - November 2008
Marlabs Inc November 2003 - May 2008
Freddie Mac March 2006 - June 2007
Wells Fargo Home Mortgage November 2005 - February 2006
RBS Citizens May 2004 - October 2005
Skills
DB2, Performance Tuning, Data Warehousing, Database Administration, Databases, SQL Tuning, Unix, Microsoft SQL Server, Perl, Data Modeling, Unix Shell Scripting, SQL, Python, Relational Databases, Shell Scripting, Database Design, Data Science, Tableau, Big Data, Replication, AIX, Hadoop, NoSQL, Hive, impala, Database Modeling, MapR, Cloudera Hadoop, Hortonworks Hadoop, MongoDB, MarkLogic, Greenplum, MySQL, Oracle, Information Architecture, Cassandra
Education
University of North Carolina at Charlotte 2001 — 2003
Master of Science (M.S.), Computer Science
Govt. Engg. College Ujjain 1993 — 1997
Bachelor of Engineering (B.E.), Electronics Engineering
coursera
Barclays Capital August 2009 - March 2014
Sovereign Bank December 2008 - May 2009
Lehman Brothers July 2007 - November 2008
Marlabs Inc November 2003 - May 2008
Freddie Mac March 2006 - June 2007
Wells Fargo Home Mortgage November 2005 - February 2006
RBS Citizens May 2004 - October 2005
Skills
DB2, Performance Tuning, Data Warehousing, Database Administration, Databases, SQL Tuning, Unix, Microsoft SQL Server, Perl, Data Modeling, Unix Shell Scripting, SQL, Python, Relational Databases, Shell Scripting, Database Design, Data Science, Tableau, Big Data, Replication, AIX, Hadoop, NoSQL, Hive, impala, Database Modeling, MapR, Cloudera Hadoop, Hortonworks Hadoop, MongoDB, MarkLogic, Greenplum, MySQL, Oracle, Information Architecture, Cassandra
Education
University of North Carolina at Charlotte 2001 — 2003
Master of Science (M.S.), Computer Science
Govt. Engg. College Ujjain 1993 — 1997
Bachelor of Engineering (B.E.), Electronics Engineering
coursera
Tom Archey's Lehman Brothers Experience October 1992 - April 1996
Job Executive Director, Morgan Stanley AIP
Industry Investment Management
Experience
Morgan Stanley Investment Management July 1999 - Present
Interval International / CCSI May 1996 - June 1999
Lehman Brothers October 1992 - April 1996
Morgan Stanley and Co., Inc. August 1990 - October 1992
Education
University of North Carolina at Chapel Hill 1986 — 1990
BS, Business Administration
RHS
Morgan Stanley Investment Management July 1999 - Present
Interval International / CCSI May 1996 - June 1999
Lehman Brothers October 1992 - April 1996
Morgan Stanley and Co., Inc. August 1990 - October 1992
Education
University of North Carolina at Chapel Hill 1986 — 1990
BS, Business Administration
RHS
Amy Bacon's Lehman Brothers Experience 2001 - 2002
Job PNC Bank
Industry Financial Services
Experience
PNC Bank March 2012 - Present
RBC Bank 2010 - 2012
RBC Capital Markets 2005 - 2009
Natexis Bleichroeder 2002 - 2005
Lehman Brothers 2001 - 2002
BB&T 1999 - 2001
BB&T 1995 - 1999
Skills
Portfolio Management, Capital Markets, Credit Analysis, Risk Management, Relationship Management, Strategy, Financial Services, Banking
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
BS, Business Administration
Wake Forest University - Babcock Graduate School of Management
Masters in Business Administration, Finance
PNC Bank March 2012 - Present
RBC Bank 2010 - 2012
RBC Capital Markets 2005 - 2009
Natexis Bleichroeder 2002 - 2005
Lehman Brothers 2001 - 2002
BB&T 1999 - 2001
BB&T 1995 - 1999
Skills
Portfolio Management, Capital Markets, Credit Analysis, Risk Management, Relationship Management, Strategy, Financial Services, Banking
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
BS, Business Administration
Wake Forest University - Babcock Graduate School of Management
Masters in Business Administration, Finance
Gauri Bidvai's Lehman Brothers Experience Software engineerLnt Infotech2001 - 2003
Job Consultant at Lehman Brothers
Industry Information Technology and Services
Experience
Lehman Brothers Software engineerLnt Infotech2001 - 2003
Larsen & Toubro Infotech 2001 - 2003
Education
Mumbai University
Lehman Brothers Software engineerLnt Infotech2001 - 2003
Larsen & Toubro Infotech 2001 - 2003
Education
Mumbai University
Natalie Gramins's Lehman Brothers Experience 2003 - 2008
Job Marketing at GoldenTree Asset Management
Industry Investment Management
Experience
GoldenTree Asset Management September 2011 - Present
Nomura Securities July 2009 - September 2011
Barclays Capital October 2008 - June 2009
Lehman Brothers 2003 - 2008
Lehman Brothers 2001 - 2003
Education
University of North Carolina at Chapel Hill 1997 — 2001
BSBA, Finance
GoldenTree Asset Management September 2011 - Present
Nomura Securities July 2009 - September 2011
Barclays Capital October 2008 - June 2009
Lehman Brothers 2003 - 2008
Lehman Brothers 2001 - 2003
Education
University of North Carolina at Chapel Hill 1997 — 2001
BSBA, Finance
Courtney Ehinger's Lehman Brothers Experience 2007 - 2008
Job SVP, Core Servicing at Nationstar Mortgage
Industry Banking
Experience
Nationstar Mortgage March 2012 - Present
Morgan Stanley - U.S. Residential (Saxon Mortgage Services, Inc.) 2008 - Present
Saxon Mortgage March 2008 - February 2012
Saxon Mortgage Services 2008 - January 2011
GMAC-RFC November 2005 - March 2008
Lehman Brothers 2007 - 2008
GMAC-RFC 2005 - 2007
Homecomings Financial May 2000 - November 2005
Education
University of North Texas 2002 — 2005
MBA, Administrative Management
University of Oklahoma - Price College of Business 1995 — 2000
BBA, International Business
Nationstar Mortgage March 2012 - Present
Morgan Stanley - U.S. Residential (Saxon Mortgage Services, Inc.) 2008 - Present
Saxon Mortgage March 2008 - February 2012
Saxon Mortgage Services 2008 - January 2011
GMAC-RFC November 2005 - March 2008
Lehman Brothers 2007 - 2008
GMAC-RFC 2005 - 2007
Homecomings Financial May 2000 - November 2005
Education
University of North Texas 2002 — 2005
MBA, Administrative Management
University of Oklahoma - Price College of Business 1995 — 2000
BBA, International Business
Brian Zenk's Lehman Brothers Experience ManagerPricewaterhouseCoopers2003 - 2007
Job Associate at Lehman Brothers
Industry Investment Banking
Experience
Lehman Brothers ManagerPricewaterhouseCoopers2003 - 2007
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2003
Lehman Brothers ManagerPricewaterhouseCoopers2003 - 2007
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2003
Josh Vicini's Lehman Brothers Experience July 2007 - September 2008
Job Director Rates Spread Trading at TD Bank Group
Industry Investment Banking
Experience
TD Bank Group November 2011 - Present
UBS Investment Bank November 2009 - September 2011
Lehman Brothers (in Administration) December 2008 - November 2009
Barclays Capital September 2008 - December 2008
Lehman Brothers July 2007 - September 2008
RBC Centura June 2006 - July 2007
Skills
Derivatives, Trading, Fixed Income, Credit, Credit Risk, Options, Investment Banking
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2007
Bachelor of Science & Business Administration, International Business & Economics
TD Bank Group November 2011 - Present
UBS Investment Bank November 2009 - September 2011
Lehman Brothers (in Administration) December 2008 - November 2009
Barclays Capital September 2008 - December 2008
Lehman Brothers July 2007 - September 2008
RBC Centura June 2006 - July 2007
Skills
Derivatives, Trading, Fixed Income, Credit, Credit Risk, Options, Investment Banking
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2007
Bachelor of Science & Business Administration, International Business & Economics
Sarvesh Nakhate's Lehman Brothers Experience June 2007 - October 2008
Job Project Lead at HewlettPackard
Industry Computer Software
Experience
Hewlett-Packard January 2011 - Present
Hewlett-Packard Financial Services November 2008 - March 2011
Lehman Brothers June 2007 - October 2008
MPCS Pvt. Ltd. May 2006 - June 2007
Xpanxion International Pvt. Ltd. May 2005 - May 2006
Skills
Microsoft SQL Server, Web Services, SDLC, XML, Agile Methodologies, ASP.NET, .NET, Oracle, PL/SQL, Design Patterns, Requirements Gathering, Software Project..., C#, WCF, SSRS, SSIS, IIS, ADO.NET, UML, Database Design, XSLT, Visual Studio, VB.NET, JavaScript, CSS, OOP, Testing, VSS, VBScript, SOA, HTML, Sybase, Requirements Analysis, Java Enterprise Edition, Scrum, Unix, Software Development, Enterprise Architecture, SQL, Web Applications, Business Analysis, Management
Education
University of Mumbai 1998 — 2004
B.E., Computers
Hewlett-Packard January 2011 - Present
Hewlett-Packard Financial Services November 2008 - March 2011
Lehman Brothers June 2007 - October 2008
MPCS Pvt. Ltd. May 2006 - June 2007
Xpanxion International Pvt. Ltd. May 2005 - May 2006
Skills
Microsoft SQL Server, Web Services, SDLC, XML, Agile Methodologies, ASP.NET, .NET, Oracle, PL/SQL, Design Patterns, Requirements Gathering, Software Project..., C#, WCF, SSRS, SSIS, IIS, ADO.NET, UML, Database Design, XSLT, Visual Studio, VB.NET, JavaScript, CSS, OOP, Testing, VSS, VBScript, SOA, HTML, Sybase, Requirements Analysis, Java Enterprise Edition, Scrum, Unix, Software Development, Enterprise Architecture, SQL, Web Applications, Business Analysis, Management
Education
University of Mumbai 1998 — 2004
B.E., Computers
Carlton Anderson II's Lehman Brothers Experience December 1993 - August 1998
Job Financial Services Representative at Barnum Financial Group an office of MetLife
Industry Financial Services
Experience
Barnum Financial Group May 2009 - Present
Northwestern Mutual August 2004 - May 2009
Charles Schwab August 2002 - August 2004
Goldman Sachs October 2000 - August 2002
Spear Leads and Kellogg August 1998 - October 2000
Lehman Brothers December 1993 - August 1998
Skills
Greenwich Buisiness Club, Sailing, Series 7, Series 63, Mutual Funds, Investments, Wealth Management, Alternative Investments, Asset Allocation, Retirement Planning, Fixed Annuities, Investment Advisory, Securities, Life Insurance, Business Network...
Education
University of New Hampshire 1989 — 1993
Bachelor of Arts, Political Science
Cold Spring Harbor High School 1985 — 1988
High School, High School
Barnum Financial Group May 2009 - Present
Northwestern Mutual August 2004 - May 2009
Charles Schwab August 2002 - August 2004
Goldman Sachs October 2000 - August 2002
Spear Leads and Kellogg August 1998 - October 2000
Lehman Brothers December 1993 - August 1998
Skills
Greenwich Buisiness Club, Sailing, Series 7, Series 63, Mutual Funds, Investments, Wealth Management, Alternative Investments, Asset Allocation, Retirement Planning, Fixed Annuities, Investment Advisory, Securities, Life Insurance, Business Network...
Education
University of New Hampshire 1989 — 1993
Bachelor of Arts, Political Science
Cold Spring Harbor High School 1985 — 1988
High School, High School
Mariama Cecile Ndao's Lehman Brothers Experience April 2004 - July 2008
Job Ross MBA
Industry Oil & Energy
Experience
Lehman Brothers April 2004 - July 2008
Skills
Financial Modeling, Arbitrage, Valuation, Equities, Fixed Income, Strategy, Strategic Planning
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
MBA, Finance and General Management
MLT
Lehman Brothers April 2004 - July 2008
Skills
Financial Modeling, Arbitrage, Valuation, Equities, Fixed Income, Strategy, Strategic Planning
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
MBA, Finance and General Management
MLT
Jase Wagner's Lehman Brothers Experience 2001 - 2003
Job Chief Financial Officer at AgStar Financial Services
Industry Financial Services
Experience
AgStar Financial Services October 2014 - Present
Agri-Access January 2014 - Present
AgStar Financial Services May 2009 - January 2014
Deephaven Capital Management 2007 - 2009
Allied Capital 2003 - 2007
Lehman Brothers 2001 - 2003
Skills
Risk Management, Private Equity, Credit, Due Diligence
Education
University of Northern Colorado
AgStar Financial Services October 2014 - Present
Agri-Access January 2014 - Present
AgStar Financial Services May 2009 - January 2014
Deephaven Capital Management 2007 - 2009
Allied Capital 2003 - 2007
Lehman Brothers 2001 - 2003
Skills
Risk Management, Private Equity, Credit, Due Diligence
Education
University of Northern Colorado
Jerry Hoff's Lehman Brothers Experience 2007 - 2007
Job Principal Security Strategist at WhiteHat Security
Industry Information Technology and Services
Experience
WhiteHat Security August 2014 - Present
Infrared Security March 2011 - Present
WhiteHat Security 2011 - Present
Morgan Stanley 2010 - 2011
Aspect Security November 2007 - January 2010
Lehman Brothers 2007 - 2007
Washington University CAIT Program 2000 - 2006
Education
Washington University in St. Louis 2006 — 2006
Masters, Computer Science
University of Missouri-Columbia 1994 — 1997
WhiteHat Security August 2014 - Present
Infrared Security March 2011 - Present
WhiteHat Security 2011 - Present
Morgan Stanley 2010 - 2011
Aspect Security November 2007 - January 2010
Lehman Brothers 2007 - 2007
Washington University CAIT Program 2000 - 2006
Education
Washington University in St. Louis 2006 — 2006
Masters, Computer Science
University of Missouri-Columbia 1994 — 1997
Bradford T. Adamczyk's Lehman Brothers Experience 1991 - 1992
Job Portfolio Manager, Public and Private Equity
Industry Investment Management
Experience
Columbus Circle Investors 2008 - 2010
Colonial Fund 2004 - 2008
Williamson McAree Investment Partners 2001 - 2004
Morgan Stanley 1996 - 1999
Guardian Industries 1992 - 1994
Lehman Brothers 1991 - 1992
Skills
Investments, Private Equity, Equity Research, Portfolio Management, Financial Modeling, Equities, Valuation, Hedge Funds, Capital Markets, Finance, Broadway Entertainment, Craft Liquors
Education
University of Michigan - Stephen M. Ross School of Business 1994 — 1996
Master of Business Administration, Finance and Corporate Strategy
Western Michigan University - Haworth College of Business 1987 — 1991
Bachelor of Business Administration, Finance and Political Science
Columbus Circle Investors 2008 - 2010
Colonial Fund 2004 - 2008
Williamson McAree Investment Partners 2001 - 2004
Morgan Stanley 1996 - 1999
Guardian Industries 1992 - 1994
Lehman Brothers 1991 - 1992
Skills
Investments, Private Equity, Equity Research, Portfolio Management, Financial Modeling, Equities, Valuation, Hedge Funds, Capital Markets, Finance, Broadway Entertainment, Craft Liquors
Education
University of Michigan - Stephen M. Ross School of Business 1994 — 1996
Master of Business Administration, Finance and Corporate Strategy
Western Michigan University - Haworth College of Business 1987 — 1991
Bachelor of Business Administration, Finance and Political Science
Brian Zenk's Lehman Brothers Experience August 2007 - October 2008
Job Associate at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital October 2008 - Present
Lehman Brothers August 2007 - October 2008
PricewaterhouseCoopers, LLP 2003 - 2007
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2003
Barclays Capital October 2008 - Present
Lehman Brothers August 2007 - October 2008
PricewaterhouseCoopers, LLP 2003 - 2007
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2003
Gururaj Iyer's Lehman Brothers Experience April 2008 - November 2008
Job Senior Manager at Cognizant Technology Solutions
Industry Computer Software
Experience
Cognizant Technology Solutions August 2014 - Present
Cognizant Technology Solutions August 2012 - July 2014
Wipro Technologies April 2008 - August 2009
Toys R Us October 2008 - June 2009
Lehman Brothers April 2008 - November 2008
Hexaware Technologies December 2004 - April 2008
Hexaware Technologies December 2004 - March 2008
Hexaware Tech 2005 - 2008
Getronics 2005 - 2007
Mphasis November 2003 - November 2004
Skills
PeopleTools, PeopleCode, SQR, PeopleSoft, Requirements Analysis, SDLC, Production Support, Business Analysis, Requirements Gathering, Oracle, SQL, ERP, Software Project..., Pre-sales, CRM, SOA, Data Migration, ETL, Integration
Education
Mumbai University 1999 — 2003
Bachelor of Engineering, Electronics
Swami Vivekananda HS
Cognizant Technology Solutions August 2014 - Present
Cognizant Technology Solutions August 2012 - July 2014
Wipro Technologies April 2008 - August 2009
Toys R Us October 2008 - June 2009
Lehman Brothers April 2008 - November 2008
Hexaware Technologies December 2004 - April 2008
Hexaware Technologies December 2004 - March 2008
Hexaware Tech 2005 - 2008
Getronics 2005 - 2007
Mphasis November 2003 - November 2004
Skills
PeopleTools, PeopleCode, SQR, PeopleSoft, Requirements Analysis, SDLC, Production Support, Business Analysis, Requirements Gathering, Oracle, SQL, ERP, Software Project..., Pre-sales, CRM, SOA, Data Migration, ETL, Integration
Education
Mumbai University 1999 — 2003
Bachelor of Engineering, Electronics
Swami Vivekananda HS
Frank Ingrassia's Lehman Brothers Experience June 2000 - July 2004
Job Senior Analyst at APG Investments
Industry Financial Services
Experience
APG Investments US, Inc May 2007 - Present
Citigroup August 2004 - April 2007
Lehman Brothers June 2000 - July 2004
Education
University of North Carolina at Chapel Hill 1995 — 1999
BS, Finance
APG Investments US, Inc May 2007 - Present
Citigroup August 2004 - April 2007
Lehman Brothers June 2000 - July 2004
Education
University of North Carolina at Chapel Hill 1995 — 1999
BS, Finance
Ranjith Aravapalli's Lehman Brothers Experience 2005 - 2009
Job BPM Engineer at PepsiCo
Industry Computer Software
Experience
PepsiCo October 2014 - Present
Citi March 2010 - September 2014
AT&T January 2009 - March 2010
Lehman Brothers 2005 - 2009
Skills
Sybase, JMS, Unix, SDLC, TIBCO, IBM BPM, Spring, Java Enterprise Edition, Java
Education
University of Missouri-Kansas City 2003 — 2005
Master of Science (M.S.), Computer Science
PepsiCo October 2014 - Present
Citi March 2010 - September 2014
AT&T January 2009 - March 2010
Lehman Brothers 2005 - 2009
Skills
Sybase, JMS, Unix, SDLC, TIBCO, IBM BPM, Spring, Java Enterprise Edition, Java
Education
University of Missouri-Kansas City 2003 — 2005
Master of Science (M.S.), Computer Science
Samuel Albert's Lehman Brothers Experience March 2007 - September 2008
Job Quant at Lehman Brothers
Industry Banking
Experience
Barclays Investment Bank September 2008 - Present
Lehman Brothers March 2007 - September 2008
Skills
Numerical Optimization, Numerical Analysis, Stochastic Optimization, Data analysis and...
Education
University of Minnesota-Twin Cities 1994 — 2000
Doctor of Philosophy (Ph.D.), Mathematics
Barclays Investment Bank September 2008 - Present
Lehman Brothers March 2007 - September 2008
Skills
Numerical Optimization, Numerical Analysis, Stochastic Optimization, Data analysis and...
Education
University of Minnesota-Twin Cities 1994 — 2000
Doctor of Philosophy (Ph.D.), Mathematics
David Bachstetter's Lehman Brothers Experience August 2006 - October 2008
Job Vice President at Hovnanian Enterprises
Industry Real Estate
Experience
Hovnanian Enterprises 2011 - Present
Barclays Capital 2008 - 2010
Lehman Brothers August 2006 - October 2008
Hygrove Partners April 2002 - June 2004
Skills
Hedge Funds, Investment Banking, Real Estate, Private Equity
Education
Ramsey High Shcool
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, Finance
Villanova University
BS, Business
Hovnanian Enterprises 2011 - Present
Barclays Capital 2008 - 2010
Lehman Brothers August 2006 - October 2008
Hygrove Partners April 2002 - June 2004
Skills
Hedge Funds, Investment Banking, Real Estate, Private Equity
Education
Ramsey High Shcool
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, Finance
Villanova University
BS, Business
Byrd, David's Lehman Brothers Experience October 2006 - September 2008
Job Vice President at Lehman Brothers
Industry Financial Services
Experience
Barclays Capital 2008 - Present
Lehman Brothers October 2006 - September 2008
Dresdner Kleinwort Wasserstein March 2004 - March 2005
ABN AMRO 2000 - 2004
Education
University of North Carolina at Wilmington 1986 — 1990
Barclays Capital 2008 - Present
Lehman Brothers October 2006 - September 2008
Dresdner Kleinwort Wasserstein March 2004 - March 2005
ABN AMRO 2000 - 2004
Education
University of North Carolina at Wilmington 1986 — 1990
Ken Gerver's Lehman Brothers Experience March 1990 - September 1996
Job Principal Court Attorney to Honorable Richard J. Montelione at New York State Unified Court System
Industry Law Practice
Experience
New York State Unified Court System January 2013 - Present
Law Offices of Kenneth W. Gerver March 2008 - December 2012
Knight Capital Group April 2004 - February 2008
Wachovia-Prudential Securities October 1996 - March 2004
Lehman Brothers March 1990 - September 1996
Shea & Gould October 1986 - February 1990
Morgan, Lewis & Bockius LLP November 1984 - October 1986
Sonnenschein Carlin Nath & Rosenthal (now Dentons) May 1980 - October 1984
Education
University of Michigan Law School 1977 — 1980
JD, cum laude
University of Pennsylvania 1973 — 1977
BA, magna cum laude, Mathematics, Economics
New York State Unified Court System January 2013 - Present
Law Offices of Kenneth W. Gerver March 2008 - December 2012
Knight Capital Group April 2004 - February 2008
Wachovia-Prudential Securities October 1996 - March 2004
Lehman Brothers March 1990 - September 1996
Shea & Gould October 1986 - February 1990
Morgan, Lewis & Bockius LLP November 1984 - October 1986
Sonnenschein Carlin Nath & Rosenthal (now Dentons) May 1980 - October 1984
Education
University of Michigan Law School 1977 — 1980
JD, cum laude
University of Pennsylvania 1973 — 1977
BA, magna cum laude, Mathematics, Economics
Janet Friesz's Lehman Brothers Experience 2005 - 2008
Job Manager at Aurora Loan Services
Industry Banking
Experience
Aurora Loan Services ManagerAurora Loan Services / Lehman Brothers2005 - Present
Aurora Loan Services a Lehman Brothers Company 2005 - Present
Aurora Loan Services , A Lehman Brother's Company 2005 - Present
Lehman Brothers 2005 - 2008
Education
University of Nebraska-Lincoln 1980 — 1983
Aurora Loan Services ManagerAurora Loan Services / Lehman Brothers2005 - Present
Aurora Loan Services a Lehman Brothers Company 2005 - Present
Aurora Loan Services , A Lehman Brother's Company 2005 - Present
Lehman Brothers 2005 - 2008
Education
University of Nebraska-Lincoln 1980 — 1983
Shree Rekha's Lehman Brothers Experience 2007 - 2008
Job TIBCO consultant at Fannie Mae
Industry Financial Services
Experience
Fannie Mae April 2014 - Present
SIG 2008 - 2009
Wipro Technologies September 2000 - January 2008
Lehman Brothers 2007 - 2008
Larsen & Toubro Infotech 1999 - 2000
Education
National Institue Of Engineering 1994 — 1998
University of Mysore 1994 — 1998
B.E
Fannie Mae April 2014 - Present
SIG 2008 - 2009
Wipro Technologies September 2000 - January 2008
Lehman Brothers 2007 - 2008
Larsen & Toubro Infotech 1999 - 2000
Education
National Institue Of Engineering 1994 — 1998
University of Mysore 1994 — 1998
B.E
Jacob Organek's Lehman Brothers Experience June 2000 - December 2002
Job Partner at Rosser Capital Partners
Industry Investment Management
Experience
Rosser Capital Partners January 2011 - Present
Barteca Restaurant Group March 2012 - Present
Hickory Tavern January 2014 - Present
PetPeople June 2014 - Present
Corner Bakery Cafe 2006 - 2011
BRAVO BRIO Restaurant Group June 2006 - December 2010
Bruckmann, Rosser, Sherrill & Co. January 2003 - December 2010
Logan's Roadhouse December 2006 - September 2010
Marshall Retail Group March 2005 - September 2008
Lehman Brothers June 2000 - December 2002
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 2000
Bachelor of Business Administration
Rosser Capital Partners January 2011 - Present
Barteca Restaurant Group March 2012 - Present
Hickory Tavern January 2014 - Present
PetPeople June 2014 - Present
Corner Bakery Cafe 2006 - 2011
BRAVO BRIO Restaurant Group June 2006 - December 2010
Bruckmann, Rosser, Sherrill & Co. January 2003 - December 2010
Logan's Roadhouse December 2006 - September 2010
Marshall Retail Group March 2005 - September 2008
Lehman Brothers June 2000 - December 2002
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 2000
Bachelor of Business Administration
Charles McClafferty's Lehman Brothers Experience 2007 - 2008
Job Loan Production Office Manager NMLS ID 451102
Industry Banking
Experience
Talmer Bank and Trust February 2014 - Present
Wells Fargo Home Mortgage January 2011 - February 2014
Michigan Mutual, Inc. September 2008 - February 2011
Lehman Brothers Bank July 2007 - March 2008
Lehman Brothers 2007 - 2008
BNC Mortgage September 2000 - July 2007
BNC Mortgage - A Lehman Brothers Company 2000 - 2007
Chase Home Finance 1996 - 1998
Education
University of Michigan-Dearborn 1983 — 1987
Talmer Bank and Trust February 2014 - Present
Wells Fargo Home Mortgage January 2011 - February 2014
Michigan Mutual, Inc. September 2008 - February 2011
Lehman Brothers Bank July 2007 - March 2008
Lehman Brothers 2007 - 2008
BNC Mortgage September 2000 - July 2007
BNC Mortgage - A Lehman Brothers Company 2000 - 2007
Chase Home Finance 1996 - 1998
Education
University of Michigan-Dearborn 1983 — 1987
Purvi Savla's Lehman Brothers Experience May 2006 - September 2008
Job Business Analyst at Citi
Industry Information Technology and Services
Experience
Citi January 2015 - Present
Citi March 2014 - December 2014
Barclays Capital September 2008 - October 2010
Lehman Brothers May 2006 - September 2008
Citi Group March 2005 - April 2006
Credit Suisse First Boston September 2003 - February 2005
Goldman Sachs February 1999 - September 2003
Infosys Technologies Ltd October 1998 - September 2003
Skills
Software Development, SDLC, Business Analysis, Software Project..., Unix, Requirements Analysis, Sybase, Java Enterprise Edition, CCAR, Project Management, Java, Perl, Fixed Income
Education
University of Mumbai 1994 — 1998
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Citi January 2015 - Present
Citi March 2014 - December 2014
Barclays Capital September 2008 - October 2010
Lehman Brothers May 2006 - September 2008
Citi Group March 2005 - April 2006
Credit Suisse First Boston September 2003 - February 2005
Goldman Sachs February 1999 - September 2003
Infosys Technologies Ltd October 1998 - September 2003
Skills
Software Development, SDLC, Business Analysis, Software Project..., Unix, Requirements Analysis, Sybase, Java Enterprise Edition, CCAR, Project Management, Java, Perl, Fixed Income
Education
University of Mumbai 1994 — 1998
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Heeral Mehta, CFA's Lehman Brothers Experience June 2007 - January 2008
Job
Industry Investment Banking
Experience
Takenaka Partners LLC October 2012 - Present
CCG Investor Relations May 2008 - October 2012
Lehman Brothers June 2007 - January 2008
Reserve Bank of India May 2006 - July 2006
Education
CFA Institute 2006 — 2009
CFA Charterholder
Mumbai University 2005 — 2007
Master of Business Administration (MBA), Finance
Mumbai University 2001 — 2004
Bachelor of Business Administration (BBA), International Finance and Econometrics
Takenaka Partners LLC October 2012 - Present
CCG Investor Relations May 2008 - October 2012
Lehman Brothers June 2007 - January 2008
Reserve Bank of India May 2006 - July 2006
Education
CFA Institute 2006 — 2009
CFA Charterholder
Mumbai University 2005 — 2007
Master of Business Administration (MBA), Finance
Mumbai University 2001 — 2004
Bachelor of Business Administration (BBA), International Finance and Econometrics
Anna Dajero's Lehman Brothers Experience 2004 - 2008
Job Health, Wellness and Fitness Professional
Industry Health, Wellness and Fitness
Experience
Lehman Brothers - Small Business Finance 2004 - Present
Lehman Brothers Bank-Small Business Finance 2004 - Present
Lehman Brothers Bank SBF 2004 - Present
Aurora Bank FSB 2010 - 2010
Lehman Brothers Bank 2004 - 2008
Lehman Brothers, SBF 2004 - 2008
Lehman Brothers 2004 - 2008
Lehman Brothers Bank, FSB 2004 - 2008
Education
University of North Florida 1998 — 2001
Lehman Brothers - Small Business Finance 2004 - Present
Lehman Brothers Bank-Small Business Finance 2004 - Present
Lehman Brothers Bank SBF 2004 - Present
Aurora Bank FSB 2010 - 2010
Lehman Brothers Bank 2004 - 2008
Lehman Brothers, SBF 2004 - 2008
Lehman Brothers 2004 - 2008
Lehman Brothers Bank, FSB 2004 - 2008
Education
University of North Florida 1998 — 2001
Marc Gilson's Lehman Brothers Experience August 2006 - October 2008
Job Senior Vice President Regional SBA Manager at Georgia Banking Company
Industry Financial Services
Experience
Georgia Banking Company July 2014 - Present
Cornerstone Bank January 2012 - July 2014
South Georgia Tissue, LLC June 2010 - December 2011
Lehman Brothers August 2006 - October 2008
BLX January 2005 - August 2006
Port City Capital Bank 2002 - 2005
Skills
Small Business Lending, Commercial Lending, SBA, Loans, Underwriting, Lines Of Credit, Commercial Real Estate, Finance, Loan Origination, Credit Analysis, Real Estate Financing, Commercial Mortgages, Financial Structuring, Real Estate Economics, Funding
Education
University of North Carolina at Wilmington 1998 — 2000
MBA, Finance
University of North Carolina at Wilmington 1994 — 1997
BSBA, Marketing
Georgia Banking Company July 2014 - Present
Cornerstone Bank January 2012 - July 2014
South Georgia Tissue, LLC June 2010 - December 2011
Lehman Brothers August 2006 - October 2008
BLX January 2005 - August 2006
Port City Capital Bank 2002 - 2005
Skills
Small Business Lending, Commercial Lending, SBA, Loans, Underwriting, Lines Of Credit, Commercial Real Estate, Finance, Loan Origination, Credit Analysis, Real Estate Financing, Commercial Mortgages, Financial Structuring, Real Estate Economics, Funding
Education
University of North Carolina at Wilmington 1998 — 2000
MBA, Finance
University of North Carolina at Wilmington 1994 — 1997
BSBA, Marketing
Bill McDermott's Lehman Brothers Experience 1995 - 1999
Job Senior Vice President Corporate Planning & Analysis and Expense Management
Industry Financial Services
Experience
Jefferies & Company May 2010 - Present
Merrill Lynch 2006 - 2008
Merrill Lynch 2003 - 2006
Merrill Lynch 1999 - 2003
Lehman Brothers 1995 - 1999
Lehman Brothers March 1993 - May 1995
Cantor Fitzgerald 1990 - 1993
Arthur Andersen & Co. 1985 - 1990
Skills
Management, Analysis, Fixed Income, Competitive Analysis, Forecasting, Budgets, Strategic Planning, Corporate Finance, Financial Modeling, Strategic Financial..., Trading, Financial Reporting, Derivatives, Risk Management, Finance
Education
University of Notre Dame 1982 — 1985
Jefferies & Company May 2010 - Present
Merrill Lynch 2006 - 2008
Merrill Lynch 2003 - 2006
Merrill Lynch 1999 - 2003
Lehman Brothers 1995 - 1999
Lehman Brothers March 1993 - May 1995
Cantor Fitzgerald 1990 - 1993
Arthur Andersen & Co. 1985 - 1990
Skills
Management, Analysis, Fixed Income, Competitive Analysis, Forecasting, Budgets, Strategic Planning, Corporate Finance, Financial Modeling, Strategic Financial..., Trading, Financial Reporting, Derivatives, Risk Management, Finance
Education
University of Notre Dame 1982 — 1985
Lisa Poyta's Lehman Brothers Experience July 1993 - April 1997
Job Independent Financial Services Professional
Industry Financial Services
Experience
Jones Lang LaSalle June 2001 - July 2005
The Financial Relations Board/True North Communications January 1998 - June 2001
Lehman Brothers July 1993 - April 1997
Procter & Gamble June 1988 - July 1990
Procter & Gamble June 1986 - June 1988
Skills
Financial Modeling, Investments, Portfolio Management, Series 7, Financial Analysis, Fixed Income, Strategic Planning, Banking, Investor Relations, Investment Advisory, Valuation, Capital Markets, Strategic Financial..., Asset Management, Real Estate
Education
University of Michigan - Stephen M. Ross School of Business 1990 — 1992
MBA, Finance
The College of William and Mary 1982 — 1986
BA, Psychology
Jones Lang LaSalle June 2001 - July 2005
The Financial Relations Board/True North Communications January 1998 - June 2001
Lehman Brothers July 1993 - April 1997
Procter & Gamble June 1988 - July 1990
Procter & Gamble June 1986 - June 1988
Skills
Financial Modeling, Investments, Portfolio Management, Series 7, Financial Analysis, Fixed Income, Strategic Planning, Banking, Investor Relations, Investment Advisory, Valuation, Capital Markets, Strategic Financial..., Asset Management, Real Estate
Education
University of Michigan - Stephen M. Ross School of Business 1990 — 1992
MBA, Finance
The College of William and Mary 1982 — 1986
BA, Psychology
Scott Skidmore's Lehman Brothers Experience September 2007 - September 2008
Job Managing Director at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital September 2007 - Present
Lehman Brothers September 2007 - September 2008
JP Morgan 2000 - 2007
RBC 1995 - 1999
Skills
Investment Banking, Series 7, Series 63, Banking, Equity Capital Markets, Capital Markets
Education
Summit School
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Wake Forest University - Babcock Graduate School of Management
Barclays Capital September 2007 - Present
Lehman Brothers September 2007 - September 2008
JP Morgan 2000 - 2007
RBC 1995 - 1999
Skills
Investment Banking, Series 7, Series 63, Banking, Equity Capital Markets, Capital Markets
Education
Summit School
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Wake Forest University - Babcock Graduate School of Management
Christine Trulby's Lehman Brothers Experience August 1999 - October 2003
Job Financial Sales Professional
Industry Financial Services
Experience
Dwight Asset Management February 2010 - January 2013
Fidelity Investments November 2003 - November 2008
Lehman Brothers August 1999 - October 2003
Marion Bass Securities August 1998 - August 1999
Skills
Cash Management, Cash, Liquidity, Asset Management, Fixed Income, Direct Sales, Asset Managment, Investments, Trading, CRM, Equities, Securities, Relationship Management, Series 63, Bonds
Education
University of North Carolina at Charlotte 1989 — 1993
Bachelor of Arts, English/Communications/Public Relations
Dwight Asset Management February 2010 - January 2013
Fidelity Investments November 2003 - November 2008
Lehman Brothers August 1999 - October 2003
Marion Bass Securities August 1998 - August 1999
Skills
Cash Management, Cash, Liquidity, Asset Management, Fixed Income, Direct Sales, Asset Managment, Investments, Trading, CRM, Equities, Securities, Relationship Management, Series 63, Bonds
Education
University of North Carolina at Charlotte 1989 — 1993
Bachelor of Arts, English/Communications/Public Relations
Swati Katare's Lehman Brothers Experience April 2007 - September 2008
Job Vice President Reference Data IT at Barclays
Industry Financial Services
Experience
Barclays Capital 2008 - Present
Lehman Brothers April 2007 - September 2008
HSBC Global Technology India 2006 - 2007
Sybase 2003 - 2006
IRIS Financial Services 2000 - 2003
Education
NCST (C-DAC) 2001 — 2002
APGDST - Advanced Post Grduation Diploma, Computer Science
University of Mumbai 1996 — 2000
Bachelor of Engineering, Computers
Barclays Capital 2008 - Present
Lehman Brothers April 2007 - September 2008
HSBC Global Technology India 2006 - 2007
Sybase 2003 - 2006
IRIS Financial Services 2000 - 2003
Education
NCST (C-DAC) 2001 — 2002
APGDST - Advanced Post Grduation Diploma, Computer Science
University of Mumbai 1996 — 2000
Bachelor of Engineering, Computers
Amy Manolis's Lehman Brothers Experience February 2004 - August 2005
Job AVP at Bank of America
Industry Financial Services
Experience
Bank of America August 2005 - Present
Lehman Brothers February 2004 - August 2005
JPMorgan Chase July 1999 - February 2004
Education
University of North Carolina at Chapel Hill 1996 — 1998
BA, Economics
Bank of America August 2005 - Present
Lehman Brothers February 2004 - August 2005
JPMorgan Chase July 1999 - February 2004
Education
University of North Carolina at Chapel Hill 1996 — 1998
BA, Economics
Richard Bohart's Lehman Brothers Experience January 2007 - Present
Job Hedge Fund Sales at Lehman Brothers
Industry Capital Markets
Experience
Lehman Brothers January 2007 - Present
Lehman Brothers September 2002 - December 2006
Education
University of North Carolina at Chapel Hill 1998 — 2002
Economics, Political Science
Lehman Brothers January 2007 - Present
Lehman Brothers September 2002 - December 2006
Education
University of North Carolina at Chapel Hill 1998 — 2002
Economics, Political Science
Amy Steffek's Lehman Brothers Experience 2004 - 2006
Job Institutional Sales at Alliance Bernstein
Industry Financial Services
Experience
Alliance Bernstein Institutional SalesSanford C. Bernstein2008 - Present
Robert W. Baird 2006 - 2008
Lehman Brothers 2004 - 2006
Cleary Gull Inc. 1998 - 2001
Miller Brewing Company 1996 - 1998
Education
University of Wisconsin-Madison 1994 — 1995
BS, finance
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA)
Alliance Bernstein Institutional SalesSanford C. Bernstein2008 - Present
Robert W. Baird 2006 - 2008
Lehman Brothers 2004 - 2006
Cleary Gull Inc. 1998 - 2001
Miller Brewing Company 1996 - 1998
Education
University of Wisconsin-Madison 1994 — 1995
BS, finance
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA)
Kenneth Ford's Lehman Brothers Experience August 2004 - April 2006
Job Finance PhD Student, University of Arkansas
Industry Research
Experience
University of Arkansas August 2013 - Present
Delhaize America October 2011 - July 2013
Livingstone College August 2010 - May 2013
MetLife August 2009 - December 2010
Wachovia, A Wells Fargo Company April 2006 - December 2007
Lehman Brothers August 2004 - April 2006
Skills
Financial Analysis, Mergers, Strategic Planning, Business Analysis, Due Diligence, Financial Modeling, Banking, Valuation, Mergers & Acquisitions, Finance, Investment Banking, Corporate Finance, Program Management, Public Speaking, Investments, Management Consulting, Strategy, Analysis, Leadership, Management
Education
University of Arkansas 2013 — 2017
Doctor of Philosophy (PhD), Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
MBA, Finance
University of Nebraska-Lincoln 1995 — 1999
BSBA, Finance
University of Arkansas August 2013 - Present
Delhaize America October 2011 - July 2013
Livingstone College August 2010 - May 2013
MetLife August 2009 - December 2010
Wachovia, A Wells Fargo Company April 2006 - December 2007
Lehman Brothers August 2004 - April 2006
Skills
Financial Analysis, Mergers, Strategic Planning, Business Analysis, Due Diligence, Financial Modeling, Banking, Valuation, Mergers & Acquisitions, Finance, Investment Banking, Corporate Finance, Program Management, Public Speaking, Investments, Management Consulting, Strategy, Analysis, Leadership, Management
Education
University of Arkansas 2013 — 2017
Doctor of Philosophy (PhD), Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
MBA, Finance
University of Nebraska-Lincoln 1995 — 1999
BSBA, Finance
Paul Timm's Lehman Brothers Experience October 2002 - October 2007
Job Credit
Industry Banking
Experience
Bank of America March 2011 - June 2014
Commercial Lending Capital, Inc.. February 2009 - August 2009
AMERICAN CAPITAL FUNDING December 2007 - August 2008
Lehman Brothers October 2002 - October 2007
CIT January 1999 - January 2002
The CIT Group January 1991 - January 2002
CIT Group January 1996 - January 1999
CIT Group January 1991 - January 1996
NATIONS CREDIT (Formerly Chrysler January 1987 - January 1991
Skills
Strategic Planning, Sales Management, Marketing, Loans, Credit, Customer Service, Sales, Sales Operations, Investments, New Business Development, Finance, Cold Calling, Selling, Training, Underwriting, Management, Negotiation, Budgets, Real Estate, Banking, Financial Analysis
Education
University of Montana 1981 — 1986
BA, Financial Management
Bank of America March 2011 - June 2014
Commercial Lending Capital, Inc.. February 2009 - August 2009
AMERICAN CAPITAL FUNDING December 2007 - August 2008
Lehman Brothers October 2002 - October 2007
CIT January 1999 - January 2002
The CIT Group January 1991 - January 2002
CIT Group January 1996 - January 1999
CIT Group January 1991 - January 1996
NATIONS CREDIT (Formerly Chrysler January 1987 - January 1991
Skills
Strategic Planning, Sales Management, Marketing, Loans, Credit, Customer Service, Sales, Sales Operations, Investments, New Business Development, Finance, Cold Calling, Selling, Training, Underwriting, Management, Negotiation, Budgets, Real Estate, Banking, Financial Analysis
Education
University of Montana 1981 — 1986
BA, Financial Management
Nicole DLuca's Lehman Brothers Experience January 2004 - January 2007
Job Financial Planner
Industry Financial Services
Experience
Gulf Coast Insurance Group, LLC April 2009 - Present
Northwestern Mutual 2008 - 2009
Lehman Brothers January 2004 - January 2007
New Century Mortgage October 2005 - May 2006
Education
University of New Orleans 2003 — 2008
BS, Business
Gulf Coast Insurance Group, LLC April 2009 - Present
Northwestern Mutual 2008 - 2009
Lehman Brothers January 2004 - January 2007
New Century Mortgage October 2005 - May 2006
Education
University of New Orleans 2003 — 2008
BS, Business
Salik Makda's Lehman Brothers Experience February 2007 - December 2008
Job Senior Voice Engineer at Barclays
Industry Computer Networking
Experience
Barclays April 2013 - Present
Barclays Capital August 2009 - April 2013
Pangaia Partners December 2008 - April 2013
Lehman Brothers February 2007 - December 2008
Barclays Capital February 2007 - December 2008
Skills
VoIP, Cisco Call Manager, Troubleshooting, IEEE 802.11, CCNA, OSPF, BGP, Networking, TCP/IP
Education
Polytechnic Institute of NYU 2005 — 2007
MS, Telecommunication Networks
University of Mumbai 2001 — 2005
BE, Electronics
Barclays April 2013 - Present
Barclays Capital August 2009 - April 2013
Pangaia Partners December 2008 - April 2013
Lehman Brothers February 2007 - December 2008
Barclays Capital February 2007 - December 2008
Skills
VoIP, Cisco Call Manager, Troubleshooting, IEEE 802.11, CCNA, OSPF, BGP, Networking, TCP/IP
Education
Polytechnic Institute of NYU 2005 — 2007
MS, Telecommunication Networks
University of Mumbai 2001 — 2005
BE, Electronics
Mitul Raul's Lehman Brothers Experience March 2005 - September 2008
Job Data Analytics
Industry Financial Services
Experience
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase & Co. May 2011 - February 2015
Barclays Capital September 2008 - April 2011
Lehman Brothers March 2005 - September 2008
CA February 2004 - March 2005
Citicorp Overseas Software Ltd December 2001 - February 2004
Education
University of Mumbai 1997 — 2001
B.E., Computer Science
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase & Co. May 2011 - February 2015
Barclays Capital September 2008 - April 2011
Lehman Brothers March 2005 - September 2008
CA February 2004 - March 2005
Citicorp Overseas Software Ltd December 2001 - February 2004
Education
University of Mumbai 1997 — 2001
B.E., Computer Science
Sridhar Galipelli's Lehman Brothers Experience August 2007 - October 2008
Job Sr. Developer at Headstrong
Industry Investment Banking
Experience
Headstrong March 2009 - Present
Sapient November 2008 - February 2009
Lehman Brothers August 2007 - October 2008
Keane Inc 2006 - 2007
Kanbay June 2001 - June 2006
Education
University of Mumbai
B.Sc, Physics and Computers
Headstrong March 2009 - Present
Sapient November 2008 - February 2009
Lehman Brothers August 2007 - October 2008
Keane Inc 2006 - 2007
Kanbay June 2001 - June 2006
Education
University of Mumbai
B.Sc, Physics and Computers
Nicholas Mentel's Lehman Brothers Experience July 2005 - September 2008
Job Director, Analytics at CSE
Industry Marketing and Advertising
Experience
CSE May 2013 - Present
Deloitte Consulting September 2011 - May 2013
Barclays Capital September 2008 - October 2008
Lehman Brothers July 2005 - September 2008
Skills
Equities, Financial Modeling, Valuation, Management Consulting, Corporate Finance, Financial Analysis, Due Diligence, Private Equity, Investment Banking, Strategy, Capital Markets, Mergers & Acquisitions, Business Strategy, Investor Relations, Emerging Markets, Business Analysis, Corporate Development, Risk Management, Derivatives, Fixed Income, Financial Services
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance/Strategy
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2005
BS, Business Administration
CSE May 2013 - Present
Deloitte Consulting September 2011 - May 2013
Barclays Capital September 2008 - October 2008
Lehman Brothers July 2005 - September 2008
Skills
Equities, Financial Modeling, Valuation, Management Consulting, Corporate Finance, Financial Analysis, Due Diligence, Private Equity, Investment Banking, Strategy, Capital Markets, Mergers & Acquisitions, Business Strategy, Investor Relations, Emerging Markets, Business Analysis, Corporate Development, Risk Management, Derivatives, Fixed Income, Financial Services
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance/Strategy
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2005
BS, Business Administration
Mike Palm's Lehman Brothers Experience April 1997 - September 2008
Job Managing Director at Barclays
Industry Banking
Experience
Barclays September 2008 - Present
Lehman Brothers April 1997 - September 2008
Skills
Capital Markets, Investment Banking, Fixed Income, Equities, Derivatives, Hedge Funds, Structured Products, Trading Systems, Private Equity, Equity Derivatives, Valuation, Trading, Electronic Trading, Credit Derivatives, Structured Finance, Emerging Markets, Alternative Investments, Financial Markets, Asset Management, Portfolio Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1993
Master of Business Administration (MBA)
University of Notre Dame 1984 — 1987
Bachelor of Science (BS), Mechanical Engineering
Barclays September 2008 - Present
Lehman Brothers April 1997 - September 2008
Skills
Capital Markets, Investment Banking, Fixed Income, Equities, Derivatives, Hedge Funds, Structured Products, Trading Systems, Private Equity, Equity Derivatives, Valuation, Trading, Electronic Trading, Credit Derivatives, Structured Finance, Emerging Markets, Alternative Investments, Financial Markets, Asset Management, Portfolio Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1993
Master of Business Administration (MBA)
University of Notre Dame 1984 — 1987
Bachelor of Science (BS), Mechanical Engineering
Deepak Kunderan's Lehman Brothers Experience June 2006 - March 2008
Job Vice President of CRM Strategy & Business Architect for Global Strategic Sales BNY Mellon
Industry Financial Services
Experience
Bank of New York Mellon April 2008 - Present
Lehman Brothers June 2006 - March 2008
Skills
Software Project..., Business Analysis, Vendor Management, SDLC, Requirements Analysis, PMP, IT Strategy, PMO, Enterprise Architecture, Project Portfolio..., Business Intelligence, Data Warehousing, Business Requirements, Solution Architecture, Requirements Gathering, Business Process, Business Process..., Resource Management, Agile Project Management, Integration, Outsourcing, Agile Methodologies, Business Transformation, Global Delivery, Project Delivery, IT Management
Education
University of Mumbai
Bank of New York Mellon April 2008 - Present
Lehman Brothers June 2006 - March 2008
Skills
Software Project..., Business Analysis, Vendor Management, SDLC, Requirements Analysis, PMP, IT Strategy, PMO, Enterprise Architecture, Project Portfolio..., Business Intelligence, Data Warehousing, Business Requirements, Solution Architecture, Requirements Gathering, Business Process, Business Process..., Resource Management, Agile Project Management, Integration, Outsourcing, Agile Methodologies, Business Transformation, Global Delivery, Project Delivery, IT Management
Education
University of Mumbai
Robert Boeck's Lehman Brothers Experience June 1990 - June 1994
Job Senior Managing Director at Nicollet Investment Management
Industry Financial Services
Experience
Nicollet Investment Management Senior Managing DirectorNicollet Investment Management2004 - 2011
US Bancorp Investments Inc June 1994 - June 2004
Lehman Brothers June 1990 - June 1994
Merrill Lynch June 1972 - June 1990
Education
University of Minnesota-Twin Cities 1968 — 1972
BA, Business/Economics/Political Science
Nicollet Investment Management Senior Managing DirectorNicollet Investment Management2004 - 2011
US Bancorp Investments Inc June 1994 - June 2004
Lehman Brothers June 1990 - June 1994
Merrill Lynch June 1972 - June 1990
Education
University of Minnesota-Twin Cities 1968 — 1972
BA, Business/Economics/Political Science
Ryan Schnepf's Lehman Brothers Experience June 2007 - May 2010
Job Silverpeak Real Estate Partners Acquisitions
Industry Real Estate
Experience
Silverpeak Real Estate Partners May 2010 - Present
Lehman Brothers June 2007 - May 2010
Wachovia, A Wells Fargo Company June 2004 - June 2007
Education
University of North Carolina at Chapel Hill 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Silverpeak Real Estate Partners May 2010 - Present
Lehman Brothers June 2007 - May 2010
Wachovia, A Wells Fargo Company June 2004 - June 2007
Education
University of North Carolina at Chapel Hill 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Brennan Spry's Lehman Brothers Experience August 2004 - September 2008
Job Managing Director, Barclays Capital
Industry Investment Banking
Experience
Barclays Capital September 2008 - Present
Lehman Brothers August 2004 - September 2008
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
MBA
Wake Forest University
BA
Barclays Capital September 2008 - Present
Lehman Brothers August 2004 - September 2008
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
MBA
Wake Forest University
BA
Robert Cox's Lehman Brothers Experience June 1982 - June 2008
Job President and Founder at RCarlen Advisory Partners ,inc.
Industry Financial Services
Experience
RCarlen Advisory Partners ,inc. January 2015 - Present
G2 Investment Group, LLC August 2010 - April 2014
G2 Investment Group, LLC January 2011 - January 2012
Drexel Hamilton December 2008 - July 2010
Lehman Brothers June 1982 - June 2008
Skills
Investment Banking, Mutual Funds, Structured Products, Bonds, Due Diligence, Alternative Investments, Trading, High Yield, Hedge Funds, Asset Managment, Equities, Portfolio Management, Equity Derivatives, FX Options, Bloomberg, Strategy, Derivatives, Finance, Structured Finance, Financial Markets, Financial Structuring, Mergers & Acquisitions, Leveraged Finance, Capital Markets, Asset Management, Investments, Fixed Income, Private Equity, Securities
Education
University of North Carolina at Chapel Hill 1970 — 1974
B.A., History
Manhasset High School 1966 — 1970
H.S.
RCarlen Advisory Partners ,inc. January 2015 - Present
G2 Investment Group, LLC August 2010 - April 2014
G2 Investment Group, LLC January 2011 - January 2012
Drexel Hamilton December 2008 - July 2010
Lehman Brothers June 1982 - June 2008
Skills
Investment Banking, Mutual Funds, Structured Products, Bonds, Due Diligence, Alternative Investments, Trading, High Yield, Hedge Funds, Asset Managment, Equities, Portfolio Management, Equity Derivatives, FX Options, Bloomberg, Strategy, Derivatives, Finance, Structured Finance, Financial Markets, Financial Structuring, Mergers & Acquisitions, Leveraged Finance, Capital Markets, Asset Management, Investments, Fixed Income, Private Equity, Securities
Education
University of North Carolina at Chapel Hill 1970 — 1974
B.A., History
Manhasset High School 1966 — 1970
H.S.
Sandy Fleischman's Lehman Brothers Experience 1993 - 2008
Job Managing Director at Barclays Capital
Industry Banking
Experience
Barclays Capital May 2014 - Present
Barclays Capital January 2009 - May 2014
Lehman Brothers 1993 - 2008
PARIBAS 1985 - 1993
Skills
Derivatives, Hedge Funds, Capital Markets, Fixed Income, Prime Brokerage, Debt & Equity Financing, Financial Futures, Equities, Investment Banking, Securities, Bloomberg, Trading Systems, Trading, Alternative Investments, FX Options, Credit
Education
University of North Carolina at Chapel Hill 1978 — 1982
BA, Pyschology
East Hampton High School 1975 — 1978
Barclays Capital May 2014 - Present
Barclays Capital January 2009 - May 2014
Lehman Brothers 1993 - 2008
PARIBAS 1985 - 1993
Skills
Derivatives, Hedge Funds, Capital Markets, Fixed Income, Prime Brokerage, Debt & Equity Financing, Financial Futures, Equities, Investment Banking, Securities, Bloomberg, Trading Systems, Trading, Alternative Investments, FX Options, Credit
Education
University of North Carolina at Chapel Hill 1978 — 1982
BA, Pyschology
East Hampton High School 1975 — 1978
Melissa Wilder Levine's Lehman Brothers Experience May 2007 - October 2008
Job at
Industry Financial Services
Experience
Marcum & Kliegman LLP March 2009 - June 2009
Lehman Brothers May 2007 - October 2008
Lehman Brothers December 2006 - May 2007
Lehman Brothers March 2006 - December 2006
Lehman Brothers July 2005 - March 2006
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
BBA, Finance and Accounting
Marcum & Kliegman LLP March 2009 - June 2009
Lehman Brothers May 2007 - October 2008
Lehman Brothers December 2006 - May 2007
Lehman Brothers March 2006 - December 2006
Lehman Brothers July 2005 - March 2006
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
BBA, Finance and Accounting
Ann Rybak's Lehman Brothers Experience May 2006 - September 2009
Job Head of Citizenship Investment Bank at Barclays
Industry Investment Banking
Experience
Barclays September 2013 - Present
Barclays Investment Bank February 2013 - August 2013
Barclays Capital September 2009 - February 2013
Lehman Brothers May 2006 - September 2009
Wachovia Securities, LLC January 2004 - May 2006
Skills
Mergers & Acquisitions, Investment Banking, Capital Markets, Valuation, Equities, Financial Modeling, Fixed Income, Hedge Funds, Bloomberg, Private Equity, Derivatives, Corporate Finance, Finance, Alternative Investments, Loans, Financial Structuring, Due Diligence
Education
University of Notre Dame 1999 — 2003
Bachelor of Science, Finance
University of Notre Dame - Mendoza College of Business 1999 — 2003
Finance, Finance and Sociology
Barclays September 2013 - Present
Barclays Investment Bank February 2013 - August 2013
Barclays Capital September 2009 - February 2013
Lehman Brothers May 2006 - September 2009
Wachovia Securities, LLC January 2004 - May 2006
Skills
Mergers & Acquisitions, Investment Banking, Capital Markets, Valuation, Equities, Financial Modeling, Fixed Income, Hedge Funds, Bloomberg, Private Equity, Derivatives, Corporate Finance, Finance, Alternative Investments, Loans, Financial Structuring, Due Diligence
Education
University of Notre Dame 1999 — 2003
Bachelor of Science, Finance
University of Notre Dame - Mendoza College of Business 1999 — 2003
Finance, Finance and Sociology
Cabell Finch's Lehman Brothers Experience 1998 - 2002
Job Regional Vice President at First Franchise Capital Corporation
Industry Banking
Experience
First Franchise Capital Corporation April 2007 - Present
First Franchise Capital Corporation April 2007 - Present
Capmark Finance Inc. March 2002 - April 2007
Lehman Brothers 1998 - 2002
CNL 1996 - 1998
Skills
Bankruptcy, Workout, Loans, Commercial Lending, Credit Analysis, Underwriting, Credit, Valuation, Portfolio Management, Due Diligence, Asset Managment, Financial Analysis, Credit Risk, Real Estate Economics, CMBS, Commercial Mortgages, Mergers, Commercial Real Estate, Financial Modeling, Finance, Loan Origination, Real Estate, Strategy, Strategic Financial..., Risk Management, Real Estate Financing, Restructuring, Loan Servicing, Financial Structuring, Structured Finance, Asset Management, Banking, Analysis, Asset Based Lending, Mergers & Acquisitions, Insurance, Negotiation, Securitization
Education
University of North Carolina at Chapel Hill 1980 — 1984
BS, Business Admin-Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1980 — 1984
B.S., Business Administration-Finance
First Franchise Capital Corporation April 2007 - Present
First Franchise Capital Corporation April 2007 - Present
Capmark Finance Inc. March 2002 - April 2007
Lehman Brothers 1998 - 2002
CNL 1996 - 1998
Skills
Bankruptcy, Workout, Loans, Commercial Lending, Credit Analysis, Underwriting, Credit, Valuation, Portfolio Management, Due Diligence, Asset Managment, Financial Analysis, Credit Risk, Real Estate Economics, CMBS, Commercial Mortgages, Mergers, Commercial Real Estate, Financial Modeling, Finance, Loan Origination, Real Estate, Strategy, Strategic Financial..., Risk Management, Real Estate Financing, Restructuring, Loan Servicing, Financial Structuring, Structured Finance, Asset Management, Banking, Analysis, Asset Based Lending, Mergers & Acquisitions, Insurance, Negotiation, Securitization
Education
University of North Carolina at Chapel Hill 1980 — 1984
BS, Business Admin-Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1980 — 1984
B.S., Business Administration-Finance
Wes Ogburn, CFA's Lehman Brothers Experience 2000 - 2001
Job Senior Institutional Sales Director, Hedge Fund Sales & Business Solutions at Columbia Threadneedle Investments, US
Industry Investment Management
Experience
Columbia Threadneedle Investments 2015 - Present
Union Point Advisors 2013 - 2015
Bank of America Merrill Lynch 2011 - 2013
Stanford Management Company 2006 - 2010
UBS Investment Bank 2002 - 2006
Lehman Brothers 2000 - 2001
Skills
Fixed Income, Investment Banking, Hedge Funds, Prime Brokerage, Alternative Investments, Portfolio Management, Banking, Sales Management, Relationship Management, Trusting Relationships, Real Estate, Chartered Financial...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2000
BS, Finance & Economics
Columbia Threadneedle Investments 2015 - Present
Union Point Advisors 2013 - 2015
Bank of America Merrill Lynch 2011 - 2013
Stanford Management Company 2006 - 2010
UBS Investment Bank 2002 - 2006
Lehman Brothers 2000 - 2001
Skills
Fixed Income, Investment Banking, Hedge Funds, Prime Brokerage, Alternative Investments, Portfolio Management, Banking, Sales Management, Relationship Management, Trusting Relationships, Real Estate, Chartered Financial...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2000
BS, Finance & Economics
Ken Vinci's Lehman Brothers Experience 2000 - 2004
Job Documentation Manager at OchZiff
Industry Financial Services
Experience
Och-Ziff Capital Management July 2005 - Present
KBC Financial Products 2004 - 2005
Lehman Brothers 2000 - 2004
Education
University of Northern Colorado 1996 — 1999
Och-Ziff Capital Management July 2005 - Present
KBC Financial Products 2004 - 2005
Lehman Brothers 2000 - 2004
Education
University of Northern Colorado 1996 — 1999
courtney dupree's Lehman Brothers Experience 1998 - 2002
Job Chief Executive Officer at GDC Acquisitions, LLC
Industry Facilities Services
Experience
GDC Acquisitions Chief Executive OfficerGDC Acquisitions, LLC2002 - Present
Lehman Brothers 1998 - 2002
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
University of North Carolina at Chapel Hill 1987 — 1991
BA, Economics and Political Science
GDC Acquisitions Chief Executive OfficerGDC Acquisitions, LLC2002 - Present
Lehman Brothers 1998 - 2002
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
University of North Carolina at Chapel Hill 1987 — 1991
BA, Economics and Political Science
Matt Johnson's Lehman Brothers Experience July 2008 - September 2008
Job Senior Associate at Marlin Equity Partners
Industry Venture Capital & Private Equity
Experience
Marlin Equity Partners September 2014 - Present
Vista Equity Partners July 2010 - March 2014
Barclays Capital September 2008 - June 2010
Lehman Brothers July 2008 - September 2008
Lehman Brothers June 2007 - August 2007
Skills
Valuation, Investment Banking, Financial Modeling, LBO, Private Equity, Strategy, Corporate Finance, M&A experience, Mergers & Acquisitions
Education
University of Minnesota - Carlson School of Management 2003 — 2008
BSB, Finance, Entrepreneurial Management
Marlin Equity Partners September 2014 - Present
Vista Equity Partners July 2010 - March 2014
Barclays Capital September 2008 - June 2010
Lehman Brothers July 2008 - September 2008
Lehman Brothers June 2007 - August 2007
Skills
Valuation, Investment Banking, Financial Modeling, LBO, Private Equity, Strategy, Corporate Finance, M&A experience, Mergers & Acquisitions
Education
University of Minnesota - Carlson School of Management 2003 — 2008
BSB, Finance, Entrepreneurial Management
Bob Hodgson's Lehman Brothers Experience 1982 - 1985
Job Portfolio Manager for Mariner Lenus at Mariner Investment Group
Industry Financial Services
Experience
Mariner Investment Group February 2014 - Present
Lenus Capital Partners, LLC January 2012 - January 2014
BlackRock 1997 - 2011
United States Trust Company, NY 1995 - 1997
Cowen & Company 1990 - 1995
Oppenheimer & Company 1985 - 1990
Lehman Brothers 1982 - 1985
Pfizer, Inc 1981 - 1982
American Optical Corp. (Division of Warner Lambert) 1979 - 1981
Skills
Investments, Hedge Funds, Equity Research, Valuation, Asset Management, Mutual Funds, Equities, Portfolio Management, Series 7, Investment Banking, Trading, Fixed Income, Investment Management, Investment Strategies, Equity Valuation, Bloomberg, Capital Markets, Asset Allocation, Alternative Investments, Private Equity, Emerging Markets, Wealth Management, Derivatives, Due Diligence, Options, Securities, Financial Markets, Fund Of Funds, Financial Modeling, Investment Advisory, Finance, Electronic Trading, Trading Strategies
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1977 — 1979
MBA, Business
University of North Carolina at Chapel Hill 1969 — 1973
Bachelor of Science (B.S.), Geology
Mariner Investment Group February 2014 - Present
Lenus Capital Partners, LLC January 2012 - January 2014
BlackRock 1997 - 2011
United States Trust Company, NY 1995 - 1997
Cowen & Company 1990 - 1995
Oppenheimer & Company 1985 - 1990
Lehman Brothers 1982 - 1985
Pfizer, Inc 1981 - 1982
American Optical Corp. (Division of Warner Lambert) 1979 - 1981
Skills
Investments, Hedge Funds, Equity Research, Valuation, Asset Management, Mutual Funds, Equities, Portfolio Management, Series 7, Investment Banking, Trading, Fixed Income, Investment Management, Investment Strategies, Equity Valuation, Bloomberg, Capital Markets, Asset Allocation, Alternative Investments, Private Equity, Emerging Markets, Wealth Management, Derivatives, Due Diligence, Options, Securities, Financial Markets, Fund Of Funds, Financial Modeling, Investment Advisory, Finance, Electronic Trading, Trading Strategies
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1977 — 1979
MBA, Business
University of North Carolina at Chapel Hill 1969 — 1973
Bachelor of Science (B.S.), Geology
Sabeena Surendran's Lehman Brothers Experience July 2005 - December 2008
Job Senior Portal Developer at Fresenius Medical Care
Industry Computer Software
Experience
Fresenius Medical Care February 2011 - Present
Fresenius Medical Care May 2010 - February 2011
Verizon Wireless October 2009 - July 2010
Nomura Securities December 2008 - March 2009
Lehman Brothers July 2005 - December 2008
Patni Computer Systems July 2001 - July 2005
Education
University of Mumbai 1997 — 2001
Bachelors, Electronics engineering
Fresenius Medical Care February 2011 - Present
Fresenius Medical Care May 2010 - February 2011
Verizon Wireless October 2009 - July 2010
Nomura Securities December 2008 - March 2009
Lehman Brothers July 2005 - December 2008
Patni Computer Systems July 2001 - July 2005
Education
University of Mumbai 1997 — 2001
Bachelors, Electronics engineering
Varun Ramrakhyani's Lehman Brothers Experience April 2008 - August 2008
Job Manager, TLM Design & Build
Industry Investment Banking
Experience
Macquarie Group September 2011 - Present
Standard chartered September 2010 - September 2011
Nomura September 2008 - September 2010
Lehman Brothers April 2008 - August 2008
J.P. Morgan August 2005 - August 2007
Skills
User Acceptance Testing, Requirements Gathering, TLM, Business Analysis, Capital Markets, Investment Banking, Back Office, Banking, Oracle, Derivatives, Equities, Fixed Income, SDLC, Settlement, FX Options, Requirements Analysis, SWIFT payments
Education
University of Mumbai 2002 — 2005
Bachelor’s Degree, Commerce, First
Macquarie Group September 2011 - Present
Standard chartered September 2010 - September 2011
Nomura September 2008 - September 2010
Lehman Brothers April 2008 - August 2008
J.P. Morgan August 2005 - August 2007
Skills
User Acceptance Testing, Requirements Gathering, TLM, Business Analysis, Capital Markets, Investment Banking, Back Office, Banking, Oracle, Derivatives, Equities, Fixed Income, SDLC, Settlement, FX Options, Requirements Analysis, SWIFT payments
Education
University of Mumbai 2002 — 2005
Bachelor’s Degree, Commerce, First
Dennie Friederichs's Lehman Brothers Experience January 2007 - August 2007
Job Chief Officer, Green Sol Chemical
Industry Chemicals
Experience
Green Sol Chemical September 2008 - Present
Lehman Brothers January 2007 - August 2007
Ownit Mortgage Solutions March 2004 - December 2006
First Franklin Financial November 2002 - March 2004
AmerUs Bank 1995 - 2002
Skills
Operations Management, Strategic Planning, New Business Development, Negotiation, Contract Negotiation, Sales Management, Chemical Industry, Manufacturing, Sales Operations
Education
University of Northern Iowa 1991 — 1995
B.A., Management / Business Administration
Green Sol Chemical September 2008 - Present
Lehman Brothers January 2007 - August 2007
Ownit Mortgage Solutions March 2004 - December 2006
First Franklin Financial November 2002 - March 2004
AmerUs Bank 1995 - 2002
Skills
Operations Management, Strategic Planning, New Business Development, Negotiation, Contract Negotiation, Sales Management, Chemical Industry, Manufacturing, Sales Operations
Education
University of Northern Iowa 1991 — 1995
B.A., Management / Business Administration
Obi Ojukwu's Lehman Brothers Experience August 2007 - September 2008
Job Director Corporate M&A at Citi
Industry Financial Services
Experience
Citi November 2014 - Present
Jefferies October 2010 - October 2014
Barclays Capital September 2008 - October 2010
Lehman Brothers August 2007 - September 2008
Alliance Consulting February 2002 - July 2005
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
MBA
University of Nigeria
BSc., Computer Science and Physics
Citi November 2014 - Present
Jefferies October 2010 - October 2014
Barclays Capital September 2008 - October 2010
Lehman Brothers August 2007 - September 2008
Alliance Consulting February 2002 - July 2005
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
MBA
University of Nigeria
BSc., Computer Science and Physics
Cynthia Tatham's Lehman Brothers Experience October 2005 - September 2008
Job Director of Operations
Industry Investment Management
Experience
Paragon Outcomes Management LLC March 2009 - Present
UBS Wealth Management September 2008 - March 2009
Lehman Brothers October 2005 - September 2008
Broad Realty/ New York Living Solutions June 2005 - October 2005
Lehman Brothers June 2003 - August 2003
Lehman Brothers June 2002 - August 2002
Lehman Brothers June 1999 - June 2001
Skills
Capital Markets, Equities, Series 7, Fixed Income, Asset Management, Investments, Alternative Investments, Hedge Funds, Bloomberg, Derivatives, Trading, Options
Education
University of North Carolina at Chapel Hill 2001 — 2005
BA, Economics, Political Science
Stuyvesant High School 1997 — 2001
Paragon Outcomes Management LLC March 2009 - Present
UBS Wealth Management September 2008 - March 2009
Lehman Brothers October 2005 - September 2008
Broad Realty/ New York Living Solutions June 2005 - October 2005
Lehman Brothers June 2003 - August 2003
Lehman Brothers June 2002 - August 2002
Lehman Brothers June 1999 - June 2001
Skills
Capital Markets, Equities, Series 7, Fixed Income, Asset Management, Investments, Alternative Investments, Hedge Funds, Bloomberg, Derivatives, Trading, Options
Education
University of North Carolina at Chapel Hill 2001 — 2005
BA, Economics, Political Science
Stuyvesant High School 1997 — 2001
Gordon T. Greer's Lehman Brothers Experience 1979 - 1984
Job Vice President at Credit Suisse Securities (USA) LLC
Industry Investment Management
Experience
Credit Suisse 1984 - Present
Donaldson, Lufkin and Jenrette 1979 - 2000
Lehman Brothers 1979 - 1984
Merrill Lynch 1977 - 1979
Skills
Equities, Fixed Income, Strategic Planning, Business Strategy, Asset Management, Leadership, Investments, Entrepreneurship, Start-ups, Strategy
Education
University of New Hampshire - Whittemore School of Business and Economics 1975 — 1977
MBA
University of New Hampshire 1969 — 1973
BA, Psychology
Credit Suisse 1984 - Present
Donaldson, Lufkin and Jenrette 1979 - 2000
Lehman Brothers 1979 - 1984
Merrill Lynch 1977 - 1979
Skills
Equities, Fixed Income, Strategic Planning, Business Strategy, Asset Management, Leadership, Investments, Entrepreneurship, Start-ups, Strategy
Education
University of New Hampshire - Whittemore School of Business and Economics 1975 — 1977
MBA
University of New Hampshire 1969 — 1973
BA, Psychology
Robert Leshman's Lehman Brothers Experience August 1995 - March 1997
Job Independent Investment Management Professional
Industry Investment Management
Experience
Self Employed February 2009 - Present
RBC Capital Markets November 2008 - February 2009
Alchemy Ventures January 2007 - November 2008
Schonfeld Securities/Lakeland/Remsenberg SMH July 2001 - November 2008
Amroc Securities Group January 1998 - June 2000
Lehman Brothers August 1995 - March 1997
Lehman Brothers July 1991 - July 1993
Ernst & Young September 1989 - July 1991
Education
Columbia Business School 1993 — 1995
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1985 — 1989
BBA, Accounting
Self Employed February 2009 - Present
RBC Capital Markets November 2008 - February 2009
Alchemy Ventures January 2007 - November 2008
Schonfeld Securities/Lakeland/Remsenberg SMH July 2001 - November 2008
Amroc Securities Group January 1998 - June 2000
Lehman Brothers August 1995 - March 1997
Lehman Brothers July 1991 - July 1993
Ernst & Young September 1989 - July 1991
Education
Columbia Business School 1993 — 1995
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1985 — 1989
BBA, Accounting
Ken Snyder's Lehman Brothers Experience 2007 - 2008
Job Founder Gulf Energy Development
Industry Oil & Energy
Experience
Frontier Energy Services, LLC January 2012 - Present
Gulf Energy Development 2011 - January 2013
Tenaska 2008 - 2011
Lehman Brothers 2007 - 2008
Texon 2002 - 2007
Dynegy 1999 - 2002
EnSite 1994 - 1999
MidAmerican Energy 1991 - 1994
Cibola 1986 - 1991
Enron 1977 - 1986
Skills
Mergers, Company Acquisitions, Greenfield Projects, Business Development, Business Strategy, Natural Gas, Start-ups, Due Diligence, International Business, Private Equity, Mergers & Acquisitions, Petroleum, Executive Management, Energy, Pipelines, Financial Analysis, Oil/Gas, Contract Negotiation, Joint Ventures, Strategic Planning, Acquisition Integration, Process Improvement, Financial Modeling, Commodity Markets, LNG, Downstream Oil & Gas, Negotiation, Midstream, New Business Development, Electricity Markets, Risk Management, Divestitures, Gas, Commodity, Hedging, Consulting, Energy Industry, Renewable Energy, Derivatives, Trading, Factory, Project Finance, Oil & Gas Industry, Strategy, Valuation, Engineering, Acquisitions, Upstream, Marketing, Energy Markets
Education
University of Nebraska-Lincoln 1971 — 1977
MS, Engineering
Frontier Energy Services, LLC January 2012 - Present
Gulf Energy Development 2011 - January 2013
Tenaska 2008 - 2011
Lehman Brothers 2007 - 2008
Texon 2002 - 2007
Dynegy 1999 - 2002
EnSite 1994 - 1999
MidAmerican Energy 1991 - 1994
Cibola 1986 - 1991
Enron 1977 - 1986
Skills
Mergers, Company Acquisitions, Greenfield Projects, Business Development, Business Strategy, Natural Gas, Start-ups, Due Diligence, International Business, Private Equity, Mergers & Acquisitions, Petroleum, Executive Management, Energy, Pipelines, Financial Analysis, Oil/Gas, Contract Negotiation, Joint Ventures, Strategic Planning, Acquisition Integration, Process Improvement, Financial Modeling, Commodity Markets, LNG, Downstream Oil & Gas, Negotiation, Midstream, New Business Development, Electricity Markets, Risk Management, Divestitures, Gas, Commodity, Hedging, Consulting, Energy Industry, Renewable Energy, Derivatives, Trading, Factory, Project Finance, Oil & Gas Industry, Strategy, Valuation, Engineering, Acquisitions, Upstream, Marketing, Energy Markets
Education
University of Nebraska-Lincoln 1971 — 1977
MS, Engineering
Erica Mongello's Lehman Brothers Experience April 2007 - September 2008
Job at
Industry Financial Services
Experience
Deutsche Bank March 2014 - Present
Barclays September 2008 - March 2014
Barclays 2008 - April 2013
Lehman Brothers April 2007 - September 2008
ITG September 2002 - April 2007
Education
University of North Carolina at Chapel Hill
BA
Deutsche Bank March 2014 - Present
Barclays September 2008 - March 2014
Barclays 2008 - April 2013
Lehman Brothers April 2007 - September 2008
ITG September 2002 - April 2007
Education
University of North Carolina at Chapel Hill
BA
Jeff Sieren's Lehman Brothers Experience 2001 - 2002
Job Managing Director at Amundi Smith Breeden LLC
Industry Investment Management
Experience
Amundi Smith Breeden 2002 - Present
Lehman Brothers 2001 - 2002
Skills
Microsoft SQL Server, VB.NET, SSRS, Visual Studio, Excel, Access, VBA, Business Analysis, SS&C PORTIA, Omgeo OASYS-TradeMatch, SWIFT Alliance Lite, Performance Calculation, GIPS Compliance, Bloomberg, Fixed Income
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 2001
Bachelor of Science, Business Administration
Amundi Smith Breeden 2002 - Present
Lehman Brothers 2001 - 2002
Skills
Microsoft SQL Server, VB.NET, SSRS, Visual Studio, Excel, Access, VBA, Business Analysis, SS&C PORTIA, Omgeo OASYS-TradeMatch, SWIFT Alliance Lite, Performance Calculation, GIPS Compliance, Bloomberg, Fixed Income
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 2001
Bachelor of Science, Business Administration
Kristy Monk's Lehman Brothers Experience June 2001 - August 2001
Job Finance Manager at Bank of America
Industry Banking
Experience
Bank of America 2006 - Present
Ernst & Young October 2003 - October 2006
Lehman Brothers June 2001 - August 2001
Skills
Financial Analysis, Banking, Financial Modeling, Cash Management, Finance, Corporate Finance, Strategic Financial..., Financial Risk, Portfolio Management, Retail Banking, Managerial Finance
Education
University of North Carolina at Chapel Hill 2002 — 2003
Masters of Accounting, Taxation
University of North Carolina at Chapel Hill 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, General
South Mecklenburg 1993 — 1998
Bank of America 2006 - Present
Ernst & Young October 2003 - October 2006
Lehman Brothers June 2001 - August 2001
Skills
Financial Analysis, Banking, Financial Modeling, Cash Management, Finance, Corporate Finance, Strategic Financial..., Financial Risk, Portfolio Management, Retail Banking, Managerial Finance
Education
University of North Carolina at Chapel Hill 2002 — 2003
Masters of Accounting, Taxation
University of North Carolina at Chapel Hill 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, General
South Mecklenburg 1993 — 1998
Asem Mokaddem's Lehman Brothers Experience March 2005 - February 2009
Job Managing Director at Macquarie Capital
Industry Investment Banking
Experience
Macquarie Capital April 2010 - Present
Shell Oil Company April 2009 - March 2010
Lehman Brothers March 2005 - February 2009
International Paper January 1997 - June 2000
Skills
Financial Modeling, Capital Markets, Valuation, Mergers & Acquisitions, Due Diligence, Investment Banking
Education
University of Mississippi
Bachelor of Science (BS), Electrical Engineering
University of Virginia - Darden Graduate School of Business Administration
Master of Business Administration (MBA)
Macquarie Capital April 2010 - Present
Shell Oil Company April 2009 - March 2010
Lehman Brothers March 2005 - February 2009
International Paper January 1997 - June 2000
Skills
Financial Modeling, Capital Markets, Valuation, Mergers & Acquisitions, Due Diligence, Investment Banking
Education
University of Mississippi
Bachelor of Science (BS), Electrical Engineering
University of Virginia - Darden Graduate School of Business Administration
Master of Business Administration (MBA)
Anna Koosmann's Lehman Brothers Experience June 2004 - October 2008
Job
Industry
Experience
Barclays Capital February 2009 - August 2012
Lehman Brothers June 2004 - October 2008
Refco, LLC September 2002 - May 2004
Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2002
Bachelor's Degree, BBA
Barclays Capital February 2009 - August 2012
Lehman Brothers June 2004 - October 2008
Refco, LLC September 2002 - May 2004
Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2002
Bachelor's Degree, BBA
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS