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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Lehman Brothers Employees
Employee
Years
Job
Industry
Gulnar Mewawala, Executive Resume Writer Gulnar Mewawala, Executive Resume Writer's Lehman Brothers Experience 1999 - 2001
Job Master Executive Resume Writer ✦ Wharton MBA ✦ LinkedIn Writer ✦ Personal Branding ✦ Clevel, Executives & Expatriates
Industry Writing and Editing
Experience
The Emphatic Resume 2011 - Present
BlueSteps Executive Career Services 2013 - Present
Spencer Stuart 2009 - 2010
Sterling Executive Search 2008 - 2009
Delta Partners 2007 - 2007
Fiduciary Trust International (Franklin Templeton) 2002 - 2004
Lehman Brothers 1999 - 2001
Skills
Resume Writing, Executive resumes, CFO Resumes, Executive Resume Writing, CIO Resumes, CEO Resumes, CTO Resumes, COO Resumes, International Resumes, Expatriate Resumes, Board level resumes, Career Development, Entrepreneurship, Relationship Management, Leadership, Business Development, Start-ups, Private Equity, Financial Services, Intercultural..., Management, Executive Management, Personal Branding, Investment Banking, Alternative Investments, Strategy, Cover Letters, Intercultural Skills, Equity Research, Investments, Corporate Development, LinkedIn Profiles, Executive Search, Banking, Investment Management, Financial Modeling, FX Options, Master Resume Writer, Professional Bios, Communication Skills, Valuation, Executive Resume Writer, Professional Marketing..., Academy Certified..., Middle East, Business Strategy, Wealth Management, Mergers, Financial Advisory, Commercial Banking
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Finance
University of Pennsylvania 1994 — 1998
Bachelor of Arts, Economics, Graduated cum laude
Resume Writing Academy
Executive Resume Writing
The Emphatic Resume 2011 - Present
BlueSteps Executive Career Services 2013 - Present
Spencer Stuart 2009 - 2010
Sterling Executive Search 2008 - 2009
Delta Partners 2007 - 2007
Fiduciary Trust International (Franklin Templeton) 2002 - 2004
Lehman Brothers 1999 - 2001
Skills
Resume Writing, Executive resumes, CFO Resumes, Executive Resume Writing, CIO Resumes, CEO Resumes, CTO Resumes, COO Resumes, International Resumes, Expatriate Resumes, Board level resumes, Career Development, Entrepreneurship, Relationship Management, Leadership, Business Development, Start-ups, Private Equity, Financial Services, Intercultural..., Management, Executive Management, Personal Branding, Investment Banking, Alternative Investments, Strategy, Cover Letters, Intercultural Skills, Equity Research, Investments, Corporate Development, LinkedIn Profiles, Executive Search, Banking, Investment Management, Financial Modeling, FX Options, Master Resume Writer, Professional Bios, Communication Skills, Valuation, Executive Resume Writer, Professional Marketing..., Academy Certified..., Middle East, Business Strategy, Wealth Management, Mergers, Financial Advisory, Commercial Banking
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Finance
University of Pennsylvania 1994 — 1998
Bachelor of Arts, Economics, Graduated cum laude
Resume Writing Academy
Executive Resume Writing
Donald McFadyen Donald McFadyen's Lehman Brothers Experience December 1999 - September 2008
Job Director at Barclays
Industry Financial Services
Experience
Barclays 2008 - Present
Lehman Brothers December 1999 - September 2008
Metropolitan Transportation Authority August 1996 - December 1999
Goldman Sachs 1989 - 1996
Salomon Brothers 1978 - 1987
Skills
Finance, Investments, Bonds, Capital Markets, Financial Structuring, Investment Banking, Fixed Income, Equities, Structured Finance, Financial Modeling, Financial Analysis, Portfolio Management
Education
University of Notre Dame
BA, Economics
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance
Barclays 2008 - Present
Lehman Brothers December 1999 - September 2008
Metropolitan Transportation Authority August 1996 - December 1999
Goldman Sachs 1989 - 1996
Salomon Brothers 1978 - 1987
Skills
Finance, Investments, Bonds, Capital Markets, Financial Structuring, Investment Banking, Fixed Income, Equities, Structured Finance, Financial Modeling, Financial Analysis, Portfolio Management
Education
University of Notre Dame
BA, Economics
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance
Fiona Choi Fiona Choi's Lehman Brothers Experience 2008 - 2008
Job
Industry Venture Capital & Private Equity
Experience
The Blackstone Group August 2013 - Present
Fortress Investment Group August 2010 - July 2013
Barclays Capital 2008 - 2010
Lehman Brothers 2008 - 2008
Lehman Brothers 2007 - 2007
Education
University of Pennsylvania
The Blackstone Group August 2013 - Present
Fortress Investment Group August 2010 - July 2013
Barclays Capital 2008 - 2010
Lehman Brothers 2008 - 2008
Lehman Brothers 2007 - 2007
Education
University of Pennsylvania
Pauline Kehm Pauline Kehm's Lehman Brothers Experience October 1985 - September 2008
Job Executive Coach | Workshop Leader | Professional Speaker
Industry Professional Training & Coaching
Experience
Perform to Potential, Inc. June 2009 - Present
ABWA NYC January 2012 - Present
Lehman Brothers October 1985 - September 2008
Skills
Executive Coaching, Marketing Strategy, Coaching, Public Speaking, Leadership, Team Building, Leadership Development, Strategic Planning, Problem Solving, Building Relationships, Communication Skills, Performance Management, Management, Entrepreneurship, Personal Development, Career Development, Staff Development, Business Strategy, Event Planning, Program Management, Strategy, Training, Event Management, Marketing, Project Planning, Organizational..., Workshop Facilitation, Management Consulting, Motivational Speaking, Time Management, Teaching, Career Counseling, Executive Development, Employee Training, Consulting, Conflict Resolution, Change Management, Organizational..., Team Leadership, Management Development, Emotional Intelligence, Training Delivery, Business Coaching, Performance Improvement, Nonprofits, Instructional Design, Presentation Coaching
Education
Institute for Professional Excellence in Coaching (iPEC) 2009 — 2010
CPC, ELI-MP
University of Oregon
BA, Community Service & Public Affairs
Perform to Potential, Inc. June 2009 - Present
ABWA NYC January 2012 - Present
Lehman Brothers October 1985 - September 2008
Skills
Executive Coaching, Marketing Strategy, Coaching, Public Speaking, Leadership, Team Building, Leadership Development, Strategic Planning, Problem Solving, Building Relationships, Communication Skills, Performance Management, Management, Entrepreneurship, Personal Development, Career Development, Staff Development, Business Strategy, Event Planning, Program Management, Strategy, Training, Event Management, Marketing, Project Planning, Organizational..., Workshop Facilitation, Management Consulting, Motivational Speaking, Time Management, Teaching, Career Counseling, Executive Development, Employee Training, Consulting, Conflict Resolution, Change Management, Organizational..., Team Leadership, Management Development, Emotional Intelligence, Training Delivery, Business Coaching, Performance Improvement, Nonprofits, Instructional Design, Presentation Coaching
Education
Institute for Professional Excellence in Coaching (iPEC) 2009 — 2010
CPC, ELI-MP
University of Oregon
BA, Community Service & Public Affairs
David Beznos David Beznos's Lehman Brothers Experience 2004 - 2005
Job Vice President Dune Real Estate Partners
Industry Real Estate
Experience
Dune Real Estate Partners July 2011 - Present
American Land Fund August 2005 - November 2010
Lehman Brothers 2004 - 2005
Skills
Private Equity, Due Diligence, Valuation, Investment Banking, Financial Modeling, Mergers & Acquisitions, Asset Management, Real Estate Economics, Venture Capital, Capital Markets, Corporate Finance, Financial Analysis, Investments
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Master of Business Administration (M.B.A.)
University of Pennsylvania 2000 — 2004
BS, Finance & Real Estate
Berkley High School 1996 — 2000
Dune Real Estate Partners July 2011 - Present
American Land Fund August 2005 - November 2010
Lehman Brothers 2004 - 2005
Skills
Private Equity, Due Diligence, Valuation, Investment Banking, Financial Modeling, Mergers & Acquisitions, Asset Management, Real Estate Economics, Venture Capital, Capital Markets, Corporate Finance, Financial Analysis, Investments
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Master of Business Administration (M.B.A.)
University of Pennsylvania 2000 — 2004
BS, Finance & Real Estate
Berkley High School 1996 — 2000
Nicholas Citrin Nicholas Citrin's Lehman Brothers Experience 2007 - 2010
Job Managing Partner at 8C Partners
Industry Financial Services
Experience
8C Partners October 2014 - Present
NICO Properties 2011 - Present
Wedbush Securities 2012 - September 2014
EE Fin January 2012 - October 2012
Valo Group July 2010 - October 2010
Barclays Capital July 2007 - June 2010
Lehman Brothers 2007 - 2010
JPMorgan 2006 - 2006
GMAC May 2005 - August 2005
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Private Equity, Equities, Investments, Portfolio Management, Financial Analysis, Finance, Trading, Equity Research, Analysis, Securities, Financial Structuring, Credit, LBO, Corporate Finance, Derivatives, Alternative Investments, Financial Markets, FX Options, Venture Capital, IPO, Economics, Structured Finance, Market Analysis, Hedge Funds, Hedging, Bloomberg, Investment Banking, Corporate Development, M&A experience, Due Diligence, Emerging Markets, Leveraged Finance, Project Finance, Fixed Income, Capital Markets, Asset Management
Education
University of Pennsylvania 2003 — 2007
Bachelors, Economics
MICDS 1999 — 2003
8C Partners October 2014 - Present
NICO Properties 2011 - Present
Wedbush Securities 2012 - September 2014
EE Fin January 2012 - October 2012
Valo Group July 2010 - October 2010
Barclays Capital July 2007 - June 2010
Lehman Brothers 2007 - 2010
JPMorgan 2006 - 2006
GMAC May 2005 - August 2005
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Private Equity, Equities, Investments, Portfolio Management, Financial Analysis, Finance, Trading, Equity Research, Analysis, Securities, Financial Structuring, Credit, LBO, Corporate Finance, Derivatives, Alternative Investments, Financial Markets, FX Options, Venture Capital, IPO, Economics, Structured Finance, Market Analysis, Hedge Funds, Hedging, Bloomberg, Investment Banking, Corporate Development, M&A experience, Due Diligence, Emerging Markets, Leveraged Finance, Project Finance, Fixed Income, Capital Markets, Asset Management
Education
University of Pennsylvania 2003 — 2007
Bachelors, Economics
MICDS 1999 — 2003
Daniel Hodges Daniel Hodges's Lehman Brothers Experience 1999 - 2001
Job President Regions Bank Austin, TX
Industry Banking
Experience
Regions Bank - Austin, TX October 2006 - Present
Regions Bank April 2003 - October 2006
Citi Bank North America Global Division 2002 - 2003
Coastal Banc 2001 - 2002
Lehman Brothers 1999 - 2001
Franchise Mortgage Acceptance Corporation 1997 - 1999
Heller Financial 1995 - 1997
First Interstate Bank/Allied Bank of Texas 1982 - 1995
Skills
Commercial Banking, Lines Of Credit, Loans, Treasury Management, Mortgage Lending, Private Banking, Commercial Lending, Credit Analysis, Banking, Asset Based Lending, Commercial Mortgages, Credit, Structured Finance, Consumer Lending, Loan Origination, Underwriting, Finance, Financial Analysis, Management, Portfolio Management
Education
University of Oklahoma 1968 — 1973
Bachelor of Arts (B.A.), Political Science & Economics
Regions Bank - Austin, TX October 2006 - Present
Regions Bank April 2003 - October 2006
Citi Bank North America Global Division 2002 - 2003
Coastal Banc 2001 - 2002
Lehman Brothers 1999 - 2001
Franchise Mortgage Acceptance Corporation 1997 - 1999
Heller Financial 1995 - 1997
First Interstate Bank/Allied Bank of Texas 1982 - 1995
Skills
Commercial Banking, Lines Of Credit, Loans, Treasury Management, Mortgage Lending, Private Banking, Commercial Lending, Credit Analysis, Banking, Asset Based Lending, Commercial Mortgages, Credit, Structured Finance, Consumer Lending, Loan Origination, Underwriting, Finance, Financial Analysis, Management, Portfolio Management
Education
University of Oklahoma 1968 — 1973
Bachelor of Arts (B.A.), Political Science & Economics
Jerryanne Heath Chiume Jerryanne Heath Chiume's Lehman Brothers Experience July 2005 - June 2007
Job Development Director at goods for good
Industry Fund-Raising
Experience
goods for good October 2013 - Present
ConceptLink January 2008 - January 2014
The Africa-America Institute (AAI) August 2012 - December 2013
Segal Family Foundation/B & D Holdings December 2012 - November 2013
Student Sponsorship Programme March 2011 - February 2013
Africa.com LLC March 2010 - April 2011
Lehman Brothers July 2005 - June 2007
Skills
Fundraising, Entrepreneurship, Nonprofits, Event Management, Non-profits, Leadership, Event Planning, Social Media, Strategy, Proposal Writing, Social Media Marketing, Management, Strategic Planning, Budgets, Philanthropy, Community Outreach, New Business Development, Research, Grants, Nonprofit Consulting, Marketing, Market Research
Education
University of Pennsylvania 2003 — 2005
Master of City Planning
University of Pennsylvania 2000 — 2004
Bachelor of Arts (B.A.)
Stuyvesant High School 1996 — 2000
Regents New York High School Diploma
goods for good October 2013 - Present
ConceptLink January 2008 - January 2014
The Africa-America Institute (AAI) August 2012 - December 2013
Segal Family Foundation/B & D Holdings December 2012 - November 2013
Student Sponsorship Programme March 2011 - February 2013
Africa.com LLC March 2010 - April 2011
Lehman Brothers July 2005 - June 2007
Skills
Fundraising, Entrepreneurship, Nonprofits, Event Management, Non-profits, Leadership, Event Planning, Social Media, Strategy, Proposal Writing, Social Media Marketing, Management, Strategic Planning, Budgets, Philanthropy, Community Outreach, New Business Development, Research, Grants, Nonprofit Consulting, Marketing, Market Research
Education
University of Pennsylvania 2003 — 2005
Master of City Planning
University of Pennsylvania 2000 — 2004
Bachelor of Arts (B.A.)
Stuyvesant High School 1996 — 2000
Regents New York High School Diploma
Roger Saks Roger Saks's Lehman Brothers Experience April 2001 - September 2008
Job Managing Director at Barclays
Industry Financial Services
Experience
Wealth and Investment Management at Barclays January 2012 - Present
Barclays Capital September 2008 - January 2012
Lehman Brothers April 2001 - September 2008
Goldman Sachs August 1992 - December 2000
Education
Wharton 1988 — 1992
Bachelor of Science (BS), Finance and Marketing
University of Pennsylvania 1988 — 1992
Bachelor of Science (BS), Economics
Wealth and Investment Management at Barclays January 2012 - Present
Barclays Capital September 2008 - January 2012
Lehman Brothers April 2001 - September 2008
Goldman Sachs August 1992 - December 2000
Education
Wharton 1988 — 1992
Bachelor of Science (BS), Finance and Marketing
University of Pennsylvania 1988 — 1992
Bachelor of Science (BS), Economics
Aaron Jacobson Aaron Jacobson's Lehman Brothers Experience May 2008 - July 2008
Job Venture Investor at NEA
Industry Venture Capital & Private Equity
Experience
New Enterprise Associates August 2011 - Present
IIX July 2014 - Present
DreamFactory Software January 2015 - Present
Qatalyst Partners July 2009 - July 2011
Alcatel-Lucent July 2008 - August 2008
Lehman Brothers May 2008 - July 2008
WisdomTree Asset Management January 2008 - May 2008
Sandbox Innovations May 2007 - August 2007
University of Pennsylvania - Kod*lab May 2006 - August 2006
Skills
Venture Capital, Investments, Fundraising, M&A, Investment Banking, Due Diligence, Financial Modeling, Business Development, Strategic Partnerships, Market Sizing, Competitive Analysis, Cleantech, Mergers & Acquisitions, Asset Managment, Analytics, Corporate Development, Mergers, Enterprise Software, Valuation, Entrepreneurship, Start-ups, Network Infrastructure
Education
University of Pennsylvania 2005 — 2009
B.S. in Engineering
University of Pennsylvania - The Wharton School 2005 — 2009
B.S. in Economics
New Enterprise Associates August 2011 - Present
IIX July 2014 - Present
DreamFactory Software January 2015 - Present
Qatalyst Partners July 2009 - July 2011
Alcatel-Lucent July 2008 - August 2008
Lehman Brothers May 2008 - July 2008
WisdomTree Asset Management January 2008 - May 2008
Sandbox Innovations May 2007 - August 2007
University of Pennsylvania - Kod*lab May 2006 - August 2006
Skills
Venture Capital, Investments, Fundraising, M&A, Investment Banking, Due Diligence, Financial Modeling, Business Development, Strategic Partnerships, Market Sizing, Competitive Analysis, Cleantech, Mergers & Acquisitions, Asset Managment, Analytics, Corporate Development, Mergers, Enterprise Software, Valuation, Entrepreneurship, Start-ups, Network Infrastructure
Education
University of Pennsylvania 2005 — 2009
B.S. in Engineering
University of Pennsylvania - The Wharton School 2005 — 2009
B.S. in Economics
Kevin A. Donovan Kevin A. Donovan's Lehman Brothers Experience 2001 - 2004
Job Conributor at Seeking Alpha
Industry Writing and Editing
Experience
Seeking Alpha August 2014 - Present
istockanalyst.com January 2012 - Present
The Donovan Report December 2008 - Present
JPMorgan Securities 2004 - 2008
JP MORGAN SECURITIES 2004 - 2008
JPMorgan 2004 - 2008
Lehman Brothers 2001 - 2004
Dow Jones Newswires September 1986 - September 1992
Skills
Equity Research, Securities, Equities, FINRA, Marketing, Blogging, Hedge Funds, Writing, Capital Markets, Editing, Fixed Income, Series 7, Alternative Investments, Financial Services, Bloomberg, Emerging Markets, Financial Markets, Research
Education
New York University - Leonard N. Stern School of Business 1986 — 1992
MBA, Economics
University of Oklahoma 1969 — 1973
BA, English
Seeking Alpha August 2014 - Present
istockanalyst.com January 2012 - Present
The Donovan Report December 2008 - Present
JPMorgan Securities 2004 - 2008
JP MORGAN SECURITIES 2004 - 2008
JPMorgan 2004 - 2008
Lehman Brothers 2001 - 2004
Dow Jones Newswires September 1986 - September 1992
Skills
Equity Research, Securities, Equities, FINRA, Marketing, Blogging, Hedge Funds, Writing, Capital Markets, Editing, Fixed Income, Series 7, Alternative Investments, Financial Services, Bloomberg, Emerging Markets, Financial Markets, Research
Education
New York University - Leonard N. Stern School of Business 1986 — 1992
MBA, Economics
University of Oklahoma 1969 — 1973
BA, English
Ron Artinian Ron Artinian's Lehman Brothers Experience 1972 - 1989
Job Independent Investor
Industry Financial Services
Experience
The Reserve Funds 2006 - Present
Self-employed 1998 - Present
First Real Estate Investment Trust of New Jersey 1992 - Present
Magic Insurance 2007 - 2010
Smith Barney 1989 - 1998
Lehman Brothers 1972 - 1989
Bankers Trust 1972 - 1976
Skills
Finance
Education
University of Pennsylvania - The Wharton School 1970 — 1972
Master of Business Administration (MBA), Accounting and Finance
University of Pennsylvania 1966 — 1969
Bachelor of Arts (BA), English Language and Literature/Letters
The Reserve Funds 2006 - Present
Self-employed 1998 - Present
First Real Estate Investment Trust of New Jersey 1992 - Present
Magic Insurance 2007 - 2010
Smith Barney 1989 - 1998
Lehman Brothers 1972 - 1989
Bankers Trust 1972 - 1976
Skills
Finance
Education
University of Pennsylvania - The Wharton School 1970 — 1972
Master of Business Administration (MBA), Accounting and Finance
University of Pennsylvania 1966 — 1969
Bachelor of Arts (BA), English Language and Literature/Letters
Andy Marquis Andy Marquis's Lehman Brothers Experience 2006 - 2008
Job Drupal Developer at Business Enterprise Institute, Exit Planning for Advisors
Industry Information Technology and Services
Experience
Business Enterprise Institute, Exit Planning for Advisors May 2014 - Present
Etchico LLC October 2009 - Present
UBM Canon May 2012 - April 2013
Automated Marketing Group May 2010 - December 2011
Lehman Brothers 2006 - 2008
Lehman Brothers September 2004 - July 2006
Lehman Brothers September 2003 - September 2004
LION, Inc. September 2002 - September 2003
BancFirst May 2001 - August 2002
PSINet May 1999 - May 2001
Skills
Drupal, Photoshop, Illustrator, HTML, CSS, Advanced CSS, HTML + CSS, Captivate, Camtasia, Microsoft Office, MySQL, Google Analytics, Google Webmaster Tools, Google Website Optimizer, SEO, HTML/XML, HTML Help, Instructional Design, Training & Development, Technical Training, Graphic Design, Web Design, E-commerce, CMS, Dreamweaver, WordPress, User Experience, Information Architecture, HTML 5, XHTML, Website Development, User Interface
Education
University of Oklahoma 2002 — 2005
Masters, Human Relations
University of Oklahoma 1996 — 1999
Bachelors, Health and Sport Sciences
Choctaw High School 1990 — 1993
Business Enterprise Institute, Exit Planning for Advisors May 2014 - Present
Etchico LLC October 2009 - Present
UBM Canon May 2012 - April 2013
Automated Marketing Group May 2010 - December 2011
Lehman Brothers 2006 - 2008
Lehman Brothers September 2004 - July 2006
Lehman Brothers September 2003 - September 2004
LION, Inc. September 2002 - September 2003
BancFirst May 2001 - August 2002
PSINet May 1999 - May 2001
Skills
Drupal, Photoshop, Illustrator, HTML, CSS, Advanced CSS, HTML + CSS, Captivate, Camtasia, Microsoft Office, MySQL, Google Analytics, Google Webmaster Tools, Google Website Optimizer, SEO, HTML/XML, HTML Help, Instructional Design, Training & Development, Technical Training, Graphic Design, Web Design, E-commerce, CMS, Dreamweaver, WordPress, User Experience, Information Architecture, HTML 5, XHTML, Website Development, User Interface
Education
University of Oklahoma 2002 — 2005
Masters, Human Relations
University of Oklahoma 1996 — 1999
Bachelors, Health and Sport Sciences
Choctaw High School 1990 — 1993
Christian Hagedorn Christian Hagedorn's Lehman Brothers Experience May 2006 - August 2008
Job Account Executive, Consumer Packaged Goods
Industry Marketing and Advertising
Experience
Amazon March 2015 - Present
Google March 2014 - March 2015
Google March 2012 - March 2014
Google October 2008 - March 2012
Lehman Brothers May 2006 - August 2008
University of Pennsylvania August 2004 - May 2006
Education
University of Pennsylvania
BA, Communications and Commerce, Magna Cum Laude
Amazon March 2015 - Present
Google March 2014 - March 2015
Google March 2012 - March 2014
Google October 2008 - March 2012
Lehman Brothers May 2006 - August 2008
University of Pennsylvania August 2004 - May 2006
Education
University of Pennsylvania
BA, Communications and Commerce, Magna Cum Laude
Kirkpatrick MacDonald Kirkpatrick MacDonald's Lehman Brothers Experience 1969 - 1971
Job Real Estate Investment Banker
Industry Real Estate
Experience
MacDonald & Cie 1976 - Present
The Preserve at Park City September 1997 - Present
Museum of American Finance May 2011 - Present
George Washington National Bank 1985 - 1990
JP Morgan 1973 - 1975
Consulting Partners 1971 - 1973
Lehman Brothers 1969 - 1971
Skills
Real Estate, Management, Start-ups, Strategic Planning, Investments, Business Strategy, Negotiation, Due Diligence, Mergers, Finance, Public Speaking, Private Equity, Marketing Strategy, Research, Team Building, Market Research, International Relations, Asset Managment, Spanish, Lifestyle Coaching, Cognitive Psychology, Corporate Finance
Education
HEI, University of Geneva 1964 — 1969
International Relations, Economics & Law
University of Oxford 1962 — 1964
M.A., Politics, Philosophy & Economics
Yale University 1958 — 1962
B.Sc., Industrial Administration
The Thacher School 1954 — 1958
Hillsborough 1946 — 1954
MacDonald & Cie 1976 - Present
The Preserve at Park City September 1997 - Present
Museum of American Finance May 2011 - Present
George Washington National Bank 1985 - 1990
JP Morgan 1973 - 1975
Consulting Partners 1971 - 1973
Lehman Brothers 1969 - 1971
Skills
Real Estate, Management, Start-ups, Strategic Planning, Investments, Business Strategy, Negotiation, Due Diligence, Mergers, Finance, Public Speaking, Private Equity, Marketing Strategy, Research, Team Building, Market Research, International Relations, Asset Managment, Spanish, Lifestyle Coaching, Cognitive Psychology, Corporate Finance
Education
HEI, University of Geneva 1964 — 1969
International Relations, Economics & Law
University of Oxford 1962 — 1964
M.A., Politics, Philosophy & Economics
Yale University 1958 — 1962
B.Sc., Industrial Administration
The Thacher School 1954 — 1958
Hillsborough 1946 — 1954
Scott Pearl Scott Pearl's Lehman Brothers Experience 1998 - 1999
Job Director at SGPInvest LLC
Industry Investment Management
Experience
SGP-Invest LLC 2012 - Present
Altex Ltd 2005 - Present
Bennu Oil & Gas, LLC 2014 - Present
Flex LNG 2007 - 2012
Seneca Capital 2003 - 2012
CSFB 1999 - 2003
Lehman Brothers 1998 - 1999
Chase 1995 - 1998
Skills
Valuation, Equities, Investments, Hedge Funds, Alternative Investments, Private Equity, Commodity, Investment Banking, Derivatives, Fixed Income, Capital Markets, Corporate Finance, Mergers & Acquisitions, Asset Management, Equity Research
Education
University of Pennsylvania 1991 — 1995
Bachelor of Science in Economics, Concentration in Finance
SGP-Invest LLC 2012 - Present
Altex Ltd 2005 - Present
Bennu Oil & Gas, LLC 2014 - Present
Flex LNG 2007 - 2012
Seneca Capital 2003 - 2012
CSFB 1999 - 2003
Lehman Brothers 1998 - 1999
Chase 1995 - 1998
Skills
Valuation, Equities, Investments, Hedge Funds, Alternative Investments, Private Equity, Commodity, Investment Banking, Derivatives, Fixed Income, Capital Markets, Corporate Finance, Mergers & Acquisitions, Asset Management, Equity Research
Education
University of Pennsylvania 1991 — 1995
Bachelor of Science in Economics, Concentration in Finance
Chintan Mehta's Lehman Brothers Experience July 2007 - September 2008
Job Postdoctoral Fellow at Yale University
Industry Higher Education
Experience
Yale University June 2014 - Present
Princeton University September 2009 - June 2014
Barclays Capital September 2008 - May 2009
Lehman Brothers July 2007 - September 2008
Lehman Brothers 2006 - 2006
Education
Princeton University 2009 — 2014
Ph.D., Operations Research and Financial Engineering
University of Pennsylvania
B.A., M.A., Mathematics (B.A./M.A.), Physics (B.A.)
Nutley High School
Nutley High School
Yale University June 2014 - Present
Princeton University September 2009 - June 2014
Barclays Capital September 2008 - May 2009
Lehman Brothers July 2007 - September 2008
Lehman Brothers 2006 - 2006
Education
Princeton University 2009 — 2014
Ph.D., Operations Research and Financial Engineering
University of Pennsylvania
B.A., M.A., Mathematics (B.A./M.A.), Physics (B.A.)
Nutley High School
Nutley High School
Jeff Zannetti Jeff Zannetti's Lehman Brothers Experience May 2008 - August 2008
Job Wrestling Mindset President
Industry Sports
Experience
Wrestling Mindset May 2008 - Present
Z-Fanatical Fitness June 2011 - September 2014
Merrill Lynch July 2011 - November 2012
Barclays Capital July 2009 - September 2011
Lehman Brothers May 2008 - August 2008
Bear Stearns June 2007 - August 2007
Skills
Small Business, Coaching, Athletics, Training, Investments, Strategic Planning, Entrepreneurship, Public Speaking, Team Building, Sports, Social Media, Wellness, Customer Service, Social Networking, Financial Markets, Personal Development, Investment Banking, Peak Performance, Mindset
Education
University of Pennsylvania 2004 — 2009
Bachelor of Arts, Economics
Wrestling Mindset May 2008 - Present
Z-Fanatical Fitness June 2011 - September 2014
Merrill Lynch July 2011 - November 2012
Barclays Capital July 2009 - September 2011
Lehman Brothers May 2008 - August 2008
Bear Stearns June 2007 - August 2007
Skills
Small Business, Coaching, Athletics, Training, Investments, Strategic Planning, Entrepreneurship, Public Speaking, Team Building, Sports, Social Media, Wellness, Customer Service, Social Networking, Financial Markets, Personal Development, Investment Banking, Peak Performance, Mindset
Education
University of Pennsylvania 2004 — 2009
Bachelor of Arts, Economics
James Vergara's Lehman Brothers Experience March 2006 - March 2008
Job Vice President Municipal Capital Markets at Deutsche Bank
Industry Capital Markets
Experience
Deutsche Bank August 2012 - Present
Prager, Sealy & Co., LLC July 2010 - July 2012
Swap Financial Group November 2008 - July 2010
Lehman Brothers March 2006 - March 2008
Morgan Stanley April 2004 - March 2006
Morgan Stanley July 1999 - March 2004
Skills
Fixed Income, Derivatives, Investment Banking, Securitization, Municipal Bonds, Credit, Bonds, Trading, Swaps, Hedging, Proprietary Trading, Credit Analysis
Education
University of Pennsylvania 1995 — 1999
BA, English, German
CAMS 1992 — 1995
Deutsche Bank August 2012 - Present
Prager, Sealy & Co., LLC July 2010 - July 2012
Swap Financial Group November 2008 - July 2010
Lehman Brothers March 2006 - March 2008
Morgan Stanley April 2004 - March 2006
Morgan Stanley July 1999 - March 2004
Skills
Fixed Income, Derivatives, Investment Banking, Securitization, Municipal Bonds, Credit, Bonds, Trading, Swaps, Hedging, Proprietary Trading, Credit Analysis
Education
University of Pennsylvania 1995 — 1999
BA, English, German
CAMS 1992 — 1995
Jason Ren, CFA Jason Ren, CFA's Lehman Brothers Experience July 2007 - August 2007
Job Director, Global AnalystREITs at Duff & Phelps Investment Management Co.
Industry Financial Services
Experience
Duff & Phelps Investment Management Co. March 2015 - Present
Duff & Phelps Investment Management Co. May 2012 - March 2015
Morningstar, Inc November 2010 - April 2012
Morningstar July 2009 - November 2010
Morningstar July 2008 - July 2009
Lehman Brothers July 2007 - August 2007
Lehman Brothers July 2007 - August 2007
American Civil Liberties Union of NJ June 2006 - August 2006
Skills
Equity Valuation, Cash Flow Forecasting, Juggling, Valuation, Financial Modeling, Equity Research, Competitive Analysis, Equities, Bloomberg, Finance, Asset Allocation, Investments, Portfolio Management, Financial Analysis, Mutual Funds, Asset Management, Chartered Financial..., DCF, Investment Management, Hedge Funds
Education
Williams College 2004 — 2008
Bachelor of Arts, Economics and History
University of Oxford 2006 — 2007
Study Abroad, Economics, History, Art
Dunellen High School 2000 — 2004
Duff & Phelps Investment Management Co. March 2015 - Present
Duff & Phelps Investment Management Co. May 2012 - March 2015
Morningstar, Inc November 2010 - April 2012
Morningstar July 2009 - November 2010
Morningstar July 2008 - July 2009
Lehman Brothers July 2007 - August 2007
Lehman Brothers July 2007 - August 2007
American Civil Liberties Union of NJ June 2006 - August 2006
Skills
Equity Valuation, Cash Flow Forecasting, Juggling, Valuation, Financial Modeling, Equity Research, Competitive Analysis, Equities, Bloomberg, Finance, Asset Allocation, Investments, Portfolio Management, Financial Analysis, Mutual Funds, Asset Management, Chartered Financial..., DCF, Investment Management, Hedge Funds
Education
Williams College 2004 — 2008
Bachelor of Arts, Economics and History
University of Oxford 2006 — 2007
Study Abroad, Economics, History, Art
Dunellen High School 2000 — 2004
Richard M. Rendina's Lehman Brothers Experience May 2002 - June 2004
Job Chairman & CEO of Rendina Companies & VERSA Property Management
Industry Real Estate
Experience
Rendina Healthcare Real Estate July 2004 - Present
VERSA Property Management May 2010 - Present
Lehman Brothers May 2002 - June 2004
Skills
Expert in Medical Real..., Real Estate Development, Property Management, Asset Managment, Financial Analysis, Portfolio Management, Strategic Planning, Valuation, Real Estate, Medical Office, Leadership, Asset Management, Corporate Real Estate, Finance, Leases, Strategy, Entrepreneurship, Brokerage, Investment Properties, Tenant, Banking, Contract Negotiation, New Business Development, Commercial Real Estate, Location Intelligence, Analysis, Lease Administration, Shopping Centers, Due Diligence, Disposition, Management, Mergers & Acquisitions, Real Estate Transactions, Dispositions
Education
University of Notre Dame 1998 — 2002
Business Administration, Management & Entrpreneurship
Cardinal Newman High School 1994 — 1998
Rendina Healthcare Real Estate July 2004 - Present
VERSA Property Management May 2010 - Present
Lehman Brothers May 2002 - June 2004
Skills
Expert in Medical Real..., Real Estate Development, Property Management, Asset Managment, Financial Analysis, Portfolio Management, Strategic Planning, Valuation, Real Estate, Medical Office, Leadership, Asset Management, Corporate Real Estate, Finance, Leases, Strategy, Entrepreneurship, Brokerage, Investment Properties, Tenant, Banking, Contract Negotiation, New Business Development, Commercial Real Estate, Location Intelligence, Analysis, Lease Administration, Shopping Centers, Due Diligence, Disposition, Management, Mergers & Acquisitions, Real Estate Transactions, Dispositions
Education
University of Notre Dame 1998 — 2002
Business Administration, Management & Entrpreneurship
Cardinal Newman High School 1994 — 1998
Robert Hendrickson Robert Hendrickson's Lehman Brothers Experience 1992 - 2002
Job Principal, Pacific Realty Advisors
Industry Real Estate
Experience
Pacific Realty Advisors 2010 - Present
Romarco Realty Corporation January 2000 - September 2009
Capital Pacific Homes January 2005 - October 2006
Lehman Brothers 1992 - 2002
The Newhall Land & Farming Company 1995 - 2000
Kenneth Leventhal & Company 1984 - 1990
Skills
Real Estate Development, Due Diligence, Investment Properties, Investments, Negotiation, Asset Management, Dispositions, Land, Acquisitions, Management, Valuation, Project Management, Real Estate Economics, Leases, Entitlements, Real Estate, Disposition
Education
University of Southern California 1978 — 1980
M. Pl., Urban Planning
University of Oregon
B. A. (Honors College), History, Economics
Pacific Realty Advisors 2010 - Present
Romarco Realty Corporation January 2000 - September 2009
Capital Pacific Homes January 2005 - October 2006
Lehman Brothers 1992 - 2002
The Newhall Land & Farming Company 1995 - 2000
Kenneth Leventhal & Company 1984 - 1990
Skills
Real Estate Development, Due Diligence, Investment Properties, Investments, Negotiation, Asset Management, Dispositions, Land, Acquisitions, Management, Valuation, Project Management, Real Estate Economics, Leases, Entitlements, Real Estate, Disposition
Education
University of Southern California 1978 — 1980
M. Pl., Urban Planning
University of Oregon
B. A. (Honors College), History, Economics
Bill Buzaid's Lehman Brothers Experience June 2008 - August 2008
Job Vice President at Tradeweb Direct, LLC
Industry Financial Services
Experience
Tradeweb Direct, LLC November 2013 - Present
BondDesk Group LLC June 2012 - November 2013
Barclays Capital July 2009 - June 2012
Lehman Brothers June 2008 - August 2008
Skills
Series 7, Series 63, Trading, Equities, Fixed Income, Electronic Trading, Investments, Finance, Bloomberg, FX Options, Capital Markets, Hedge Funds, Bonds, Analysis, Credit
Education
University of Notre Dame - Mendoza College of Business 2005 — 2009
B.S., Finance
Tradeweb Direct, LLC November 2013 - Present
BondDesk Group LLC June 2012 - November 2013
Barclays Capital July 2009 - June 2012
Lehman Brothers June 2008 - August 2008
Skills
Series 7, Series 63, Trading, Equities, Fixed Income, Electronic Trading, Investments, Finance, Bloomberg, FX Options, Capital Markets, Hedge Funds, Bonds, Analysis, Credit
Education
University of Notre Dame - Mendoza College of Business 2005 — 2009
B.S., Finance
Nam-June Joe Nam-June Joe's Lehman Brothers Experience March 2001 - September 2008
Job Director, Compliance at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets September 2010 - Present
Barclays Wealth 2008 - October 2010
Lehman Brothers March 2001 - September 2008
Salomon Smith Barney/Citigroup July 1996 - March 2001
Skills
Equities, Fixed Income, Capital Markets, Derivatives, Financial Services, Securities, Compliance, Surveillance, Actimize, Project Management, Hedge Funds, Investment Banking, Asset Management, Leadership, Market Data, Electronic Trading, Options, Equity Derivatives, Equity Trading, Alternative Investments, Prime Brokerage, Structured Products, Control Room, FX Options, Trading, Credit Derivatives, Financial Markets, Middle Office
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance and Accounting
University of Pennsylvania 1992 — 1996
BAS, Computer Science and Engineering
RBC Capital Markets September 2010 - Present
Barclays Wealth 2008 - October 2010
Lehman Brothers March 2001 - September 2008
Salomon Smith Barney/Citigroup July 1996 - March 2001
Skills
Equities, Fixed Income, Capital Markets, Derivatives, Financial Services, Securities, Compliance, Surveillance, Actimize, Project Management, Hedge Funds, Investment Banking, Asset Management, Leadership, Market Data, Electronic Trading, Options, Equity Derivatives, Equity Trading, Alternative Investments, Prime Brokerage, Structured Products, Control Room, FX Options, Trading, Credit Derivatives, Financial Markets, Middle Office
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance and Accounting
University of Pennsylvania 1992 — 1996
BAS, Computer Science and Engineering
Ravi Balasubramanian's Lehman Brothers Experience July 2007 - September 2008
Job CEO & CoFounder at AlphaPack
Industry Investment Management
Experience
AlphaPack October 2014 - Present
Harvard Management Company April 2012 - September 2014
UBS Investment Bank September 2010 - April 2012
RBS Sempra Commodities October 2009 - August 2010
Barclays Capital September 2008 - October 2009
Lehman Brothers July 2007 - September 2008
Lehman Brothers July 2006 - September 2006
Skills
Derivatives, Commodity, Trading, Portfolio Management, Equities, FX Options, Volatility, Proprietary Trading, Options, Financial Analysis, Capital Markets, Financial Modeling, Investments
Education
University of Pennsylvania 2003 — 2007
BSc. Engineering, Electrical Engineering
University of Pennsylvania - The Wharton School 2003 — 2007
BSc. Economics, Finance & Marketing
International School of Choueifat - Dubai 2000 — 2003
High School
AlphaPack October 2014 - Present
Harvard Management Company April 2012 - September 2014
UBS Investment Bank September 2010 - April 2012
RBS Sempra Commodities October 2009 - August 2010
Barclays Capital September 2008 - October 2009
Lehman Brothers July 2007 - September 2008
Lehman Brothers July 2006 - September 2006
Skills
Derivatives, Commodity, Trading, Portfolio Management, Equities, FX Options, Volatility, Proprietary Trading, Options, Financial Analysis, Capital Markets, Financial Modeling, Investments
Education
University of Pennsylvania 2003 — 2007
BSc. Engineering, Electrical Engineering
University of Pennsylvania - The Wharton School 2003 — 2007
BSc. Economics, Finance & Marketing
International School of Choueifat - Dubai 2000 — 2003
High School
Kasey Suryan's Lehman Brothers Experience May 2005 - October 2008
Job SPG Management, LLC
Industry Restaurants
Experience
SPG Management, LLC November 2011 - Present
Voit Real Estate Services June 2010 - December 2011
Lyon Apartment Companies January 2009 - May 2009
Lehman Brothers May 2005 - October 2008
Education
University of Notre Dame - Mendoza College of Business 2009 — 2010
MBA, Investments
University of Southern California - Marshall School of Business 2004 — 2006
BS, Business Administration
University of San Diego 2002 — 2004
SPG Management, LLC November 2011 - Present
Voit Real Estate Services June 2010 - December 2011
Lyon Apartment Companies January 2009 - May 2009
Lehman Brothers May 2005 - October 2008
Education
University of Notre Dame - Mendoza College of Business 2009 — 2010
MBA, Investments
University of Southern California - Marshall School of Business 2004 — 2006
BS, Business Administration
University of San Diego 2002 — 2004
Scott Hernandez's Lehman Brothers Experience June 2008 - August 2008
Job Senior Relationship Management
Industry Investment Banking
Experience
Barclays Capital July 2012 - February 2013
Barclays Capital June 2010 - July 2012
Lehman Brothers June 2008 - August 2008
Lehman Brothers June 2007 - August 2007
Skills
Bloomberg, Capital Markets, Fixed Income, Investment Banking, Structured Products, Equities, Series 7, Derivatives, Financial Analysis
Education
University of Pennsylvania 2006 — 2010
BA, History
loyola high school 2002 — 2006
Barclays Capital July 2012 - February 2013
Barclays Capital June 2010 - July 2012
Lehman Brothers June 2008 - August 2008
Lehman Brothers June 2007 - August 2007
Skills
Bloomberg, Capital Markets, Fixed Income, Investment Banking, Structured Products, Equities, Series 7, Derivatives, Financial Analysis
Education
University of Pennsylvania 2006 — 2010
BA, History
loyola high school 2002 — 2006
David Lipshutz David Lipshutz's Lehman Brothers Experience 1981 - 1984
Job Executive Director, Quantitative Strategist at JP Morgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management 2010 - 2014
AlphaCode Strategies 2008 - September 2010
Equinox Capital Management 2000 - 2008
Morgan Stanley 1996 - 1999
Dean Witter 1994 - 1996
Citicorp Investment Services 1992 - 1994
Shearson Lehman Brothers 1984 - 1990
Lehman Brothers 1981 - 1984
Interactive Data 1978 - 1981
Skills
Quantitative Analytics, Equity Research, Portfolio Management, Financial Modeling, Equities, Investment Strategies, Asset Allocation, Asset Management, Trading Strategies, Quantitative Research, Bloomberg, Valuation, Investments, Asset Managment, Hedge Funds, Conceptual Modeling, Fundamental Analysis, Trading, Macroeconomics, Alpha Generation, Equity Trading, sas, stata, r programming language, investment strategy, secuirites analysis, risk analysis, optimization, Northfield, Compustat, Capital Markets, Alpha Testing, Securities, Financial Markets, options, barra, high dividend yield..., backtesting, multifactor modeling, factor timing models, portfolio construction, Factset, smart beta, Finance, Financial Analysis, Derivatives, Analysis, R
Education
New York University - Leonard N. Stern School of Business 1991 — 1992
MBA, Finance & Statistics
University of Pennsylvania 1974 — 1978
B.S. Engineering, Computer Science
University of Pennsylvania - The Wharton School 1974 — 1978
Business, Decision Science, Jerome Fisher Program in Management & Technology (M&T) - dual degrees in Engineering and Business
JP Morgan Asset Management 2010 - 2014
AlphaCode Strategies 2008 - September 2010
Equinox Capital Management 2000 - 2008
Morgan Stanley 1996 - 1999
Dean Witter 1994 - 1996
Citicorp Investment Services 1992 - 1994
Shearson Lehman Brothers 1984 - 1990
Lehman Brothers 1981 - 1984
Interactive Data 1978 - 1981
Skills
Quantitative Analytics, Equity Research, Portfolio Management, Financial Modeling, Equities, Investment Strategies, Asset Allocation, Asset Management, Trading Strategies, Quantitative Research, Bloomberg, Valuation, Investments, Asset Managment, Hedge Funds, Conceptual Modeling, Fundamental Analysis, Trading, Macroeconomics, Alpha Generation, Equity Trading, sas, stata, r programming language, investment strategy, secuirites analysis, risk analysis, optimization, Northfield, Compustat, Capital Markets, Alpha Testing, Securities, Financial Markets, options, barra, high dividend yield..., backtesting, multifactor modeling, factor timing models, portfolio construction, Factset, smart beta, Finance, Financial Analysis, Derivatives, Analysis, R
Education
New York University - Leonard N. Stern School of Business 1991 — 1992
MBA, Finance & Statistics
University of Pennsylvania 1974 — 1978
B.S. Engineering, Computer Science
University of Pennsylvania - The Wharton School 1974 — 1978
Business, Decision Science, Jerome Fisher Program in Management & Technology (M&T) - dual degrees in Engineering and Business
Chris McArdle's Lehman Brothers Experience June 2001 - May 2005
Job Corporate Bond Broker at LPS Partners
Industry Financial Services
Experience
LPS Partners June 2014 - Present
Excel Builders Group May 2013 - May 2014
Tradeweb (formerly Rafferty Capital Markets) June 2005 - May 2013
Lehman Brothers June 2001 - May 2005
Skills
Series 7, Series 63, NYS Notary Public, Bonds, Derivatives, Fixed Income, Trading, Trading Systems, Investment Banking, Electronic Trading
Education
University of Notre Dame 1997 — 2001
Bachelor of Business Administration (BBA), Finance and Computer Applications
Benedictine High School
LPS Partners June 2014 - Present
Excel Builders Group May 2013 - May 2014
Tradeweb (formerly Rafferty Capital Markets) June 2005 - May 2013
Lehman Brothers June 2001 - May 2005
Skills
Series 7, Series 63, NYS Notary Public, Bonds, Derivatives, Fixed Income, Trading, Trading Systems, Investment Banking, Electronic Trading
Education
University of Notre Dame 1997 — 2001
Bachelor of Business Administration (BBA), Finance and Computer Applications
Benedictine High School
Melissa Eisenstat Melissa Eisenstat's Lehman Brothers Experience September 2006 - June 2007
Job President, Board of Trustees, New York Youth Symphony
Industry Performing Arts
Experience
New York Youth Symphony July 2010 - Present
Hope Funds for Cancer Research April 2008 - Present
Lehman Brothers September 2006 - June 2007
Palladian Research October 2002 - January 2004
Oppenheimer & Co. November 1993 - September 2002
Pillar Corporation October 1989 - October 1993
Apple Computer September 1988 - September 1989
Apple Computer July 1984 - May 1986
Skills
French, Spanish, Cello, Asset Managment, Financial Analysis, Equities, Budgets, New Business Development, Strategy, Management, Strategic Planning, Public Speaking
Education
University of Pennsylvania - The Lauder Institute 1986 — 1988
MA, International Studies
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Marketing
University of Pennsylvania 1980 — 1984
BA, Soviet Studies
Melissa Beth Eisenstat
New York Youth Symphony July 2010 - Present
Hope Funds for Cancer Research April 2008 - Present
Lehman Brothers September 2006 - June 2007
Palladian Research October 2002 - January 2004
Oppenheimer & Co. November 1993 - September 2002
Pillar Corporation October 1989 - October 1993
Apple Computer September 1988 - September 1989
Apple Computer July 1984 - May 1986
Skills
French, Spanish, Cello, Asset Managment, Financial Analysis, Equities, Budgets, New Business Development, Strategy, Management, Strategic Planning, Public Speaking
Education
University of Pennsylvania - The Lauder Institute 1986 — 1988
MA, International Studies
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Marketing
University of Pennsylvania 1980 — 1984
BA, Soviet Studies
Melissa Beth Eisenstat
Robert Heffernan Robert Heffernan's Lehman Brothers Experience May 1998 - January 2006
Job Investment Banker at IFC International Finance Corporation
Industry Financial Services
Experience
IFC - International Finance Corporation July 2012 - Present
IFC - International Finance Corporation August 2011 - June 2012
International Finance Corporation February 2006 - August 2011
Lehman Brothers May 1998 - January 2006
US Peace Corps 1984 - 1986
Skills
Portfolio Management, Investments, Financial Modeling, Investment Banking, Emerging Markets, Corporate Finance, Valuation, Due Diligence, Financial Analysis, Private Equity, Project Finance, Bonds, Structured Finance, Risk Management
Education
University of Pennsylvania 1990 — 1992
Masters, Finance & Government Administration
Rutgers University - College of Engineering 1980 — 1984
Bachelor of Science (B.Sc.), Mechanical Engineering
IFC - International Finance Corporation July 2012 - Present
IFC - International Finance Corporation August 2011 - June 2012
International Finance Corporation February 2006 - August 2011
Lehman Brothers May 1998 - January 2006
US Peace Corps 1984 - 1986
Skills
Portfolio Management, Investments, Financial Modeling, Investment Banking, Emerging Markets, Corporate Finance, Valuation, Due Diligence, Financial Analysis, Private Equity, Project Finance, Bonds, Structured Finance, Risk Management
Education
University of Pennsylvania 1990 — 1992
Masters, Finance & Government Administration
Rutgers University - College of Engineering 1980 — 1984
Bachelor of Science (B.Sc.), Mechanical Engineering
James Slazas James Slazas's Lehman Brothers Experience January 1992 - January 1997
Job Healthcare Business Development: ICD10/Medical Billing
Industry Hospital & Health Care
Experience
Med A-Z October 2009 - Present
Life Settlement Family Companies June 2006 - August 2010
Legacy Advisory Group March 2001 - June 2006
Beta Capital Management February 1997 - March 1999
Lehman Brothers January 1992 - January 1997
Skills
Leadership, Healthcare, Process Improvement, Derivatives, Medical Billing, Finance, EHR, Strategic Planning, EMR, ICD-10, Healthcare Information..., Hospitals, Healthcare Management, Asset Management, Business Development, HIPAA, Team Building, Management, Options, Capital Markets, Financial Structuring, Leadership Development, Investments, Leadership Development..., Arbitrage, Strategy, Venture Capital, Risk Management
Education
University of Richmond - Robins School of Business 1988 — 1992
Bachelor of Science (B.S.), Finance
University of Oxford 1990 — 1991
PPE, Politics, Philosophy, Economics
Med A-Z October 2009 - Present
Life Settlement Family Companies June 2006 - August 2010
Legacy Advisory Group March 2001 - June 2006
Beta Capital Management February 1997 - March 1999
Lehman Brothers January 1992 - January 1997
Skills
Leadership, Healthcare, Process Improvement, Derivatives, Medical Billing, Finance, EHR, Strategic Planning, EMR, ICD-10, Healthcare Information..., Hospitals, Healthcare Management, Asset Management, Business Development, HIPAA, Team Building, Management, Options, Capital Markets, Financial Structuring, Leadership Development, Investments, Leadership Development..., Arbitrage, Strategy, Venture Capital, Risk Management
Education
University of Richmond - Robins School of Business 1988 — 1992
Bachelor of Science (B.S.), Finance
University of Oxford 1990 — 1991
PPE, Politics, Philosophy, Economics
Lisa Beeson Lisa Beeson's Lehman Brothers Experience September 2006 - September 2008
Job Advisory Board Member at The CenterCap Group, LLC
Industry Real Estate
Experience
The CenterCap Group, LLC August 2015 - Present
American Realty Capital Properties November 2013 - December 2014
Barclays Investment Bank September 2008 - October 2013
Lehman Brothers September 2006 - September 2008
Wachovia Securities June 2004 - July 2006
Morgan Stanley 1993 - 2004
Smith Barney 1992 - 1993
Smith Barney 1989 - 1992
Skills
Financial Modeling, Investments, Asset Management, Mergers & Acquisitions, Valuation, Due Diligence, Private Equity Advisor, Management, Private Equity, Capital Markets, Equities, Portfolio Management, Investment Banking, Financial Analysis, High Stakes Negotiations, Global Transactions, Organizational..., Corporate Restructuring, Strategic Planning, Complex Deal Structures, Capital Funding, Business Development, Merger Integration, Hostile Takeovers /..., Spin-off Transactions, Real Estate Investment..., Equity Buyouts, Salesforce.com, Cross-Functional Teams, Recruiting & Hiring, Talent Development, Turnarounds, Transformations, Process Improvement, Alliances & Partnerships, Sovereign Relationships, Board Management, Investor Relations, Media Relations, Public Speaking, Presentations, International..., Executive Leadership, Non-traded REITs, Strategic Partnerships, Operations Management, Insourcing, Outsourcing, Matrixed Teams, Committees
Education
University of Pennsylvania
Bachelor of Arts, Economics and International Relations
The CenterCap Group, LLC August 2015 - Present
American Realty Capital Properties November 2013 - December 2014
Barclays Investment Bank September 2008 - October 2013
Lehman Brothers September 2006 - September 2008
Wachovia Securities June 2004 - July 2006
Morgan Stanley 1993 - 2004
Smith Barney 1992 - 1993
Smith Barney 1989 - 1992
Skills
Financial Modeling, Investments, Asset Management, Mergers & Acquisitions, Valuation, Due Diligence, Private Equity Advisor, Management, Private Equity, Capital Markets, Equities, Portfolio Management, Investment Banking, Financial Analysis, High Stakes Negotiations, Global Transactions, Organizational..., Corporate Restructuring, Strategic Planning, Complex Deal Structures, Capital Funding, Business Development, Merger Integration, Hostile Takeovers /..., Spin-off Transactions, Real Estate Investment..., Equity Buyouts, Salesforce.com, Cross-Functional Teams, Recruiting & Hiring, Talent Development, Turnarounds, Transformations, Process Improvement, Alliances & Partnerships, Sovereign Relationships, Board Management, Investor Relations, Media Relations, Public Speaking, Presentations, International..., Executive Leadership, Non-traded REITs, Strategic Partnerships, Operations Management, Insourcing, Outsourcing, Matrixed Teams, Committees
Education
University of Pennsylvania
Bachelor of Arts, Economics and International Relations
Hayley Tran's Lehman Brothers Experience July 2006 - October 2006
Job Research Associate at Wellington Management
Industry Investment Management
Experience
Wellington Management July 2007 - Present
Lehman Brothers July 2006 - October 2006
Skills
Hedge Funds, Equities, Equity Research
Education
Wellesley College 2004 — 2007
Bachelor of Arts (B.A.), Mathematics and Economics
University of Oxford 2005 — 2006
Junior Year Abroad, Mathematics and Economics & Management
Wellington Management July 2007 - Present
Lehman Brothers July 2006 - October 2006
Skills
Hedge Funds, Equities, Equity Research
Education
Wellesley College 2004 — 2007
Bachelor of Arts (B.A.), Mathematics and Economics
University of Oxford 2005 — 2006
Junior Year Abroad, Mathematics and Economics & Management
Robert Bing Robert Bing's Lehman Brothers Experience February 2006 - September 2008
Job Head of Governance & Reporting, Regulatory Risk Management at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2013 - Present
Barclays Capital September 2008 - May 2013
Lehman Brothers February 2006 - September 2008
Lehman Brothers October 1993 - March 2003
Muller Data Corporation 1992 - 1993
Moody's Investors Service 1985 - 1991
Securities Data Company 1981 - 1985
Skills
Capital Markets, Fixed Income, Equities, Prime Brokerage, Investment Banking, Securities, Certified Financial..., Governance, New Product Validation
Education
New York University - Leonard N. Stern School of Business 1985 — 1989
MBA, Management, Finance
University of Pennsylvania 1977 — 1981
B.A., International Relations
University of Pennsylvania - The Wharton School 1977 — 1981
BS, Finance, International Business
Wells Fargo May 2013 - Present
Barclays Capital September 2008 - May 2013
Lehman Brothers February 2006 - September 2008
Lehman Brothers October 1993 - March 2003
Muller Data Corporation 1992 - 1993
Moody's Investors Service 1985 - 1991
Securities Data Company 1981 - 1985
Skills
Capital Markets, Fixed Income, Equities, Prime Brokerage, Investment Banking, Securities, Certified Financial..., Governance, New Product Validation
Education
New York University - Leonard N. Stern School of Business 1985 — 1989
MBA, Management, Finance
University of Pennsylvania 1977 — 1981
B.A., International Relations
University of Pennsylvania - The Wharton School 1977 — 1981
BS, Finance, International Business
Natasha Joly Natasha Joly's Lehman Brothers Experience February 2001 - April 2008
Job VP PMO, Change Management at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch May 2011 - Present
JPMorgan Chase & Co. April 2008 - May 2011
Lehman Brothers February 2001 - April 2008
Skills
Interest Rate..., Credit Derivatives, Market Risk, Finance, Business Analysis, Project Management, Program Management, Trading Operations, Middle Office, Derivatives, PMO
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
Master of Business Administration (M.B.A.), Finance, General
University of Pennsylvania 1989 — 1992
Bachelor’s Degree, Economics, Mathematics
Bank of America Merrill Lynch May 2011 - Present
JPMorgan Chase & Co. April 2008 - May 2011
Lehman Brothers February 2001 - April 2008
Skills
Interest Rate..., Credit Derivatives, Market Risk, Finance, Business Analysis, Project Management, Program Management, Trading Operations, Middle Office, Derivatives, PMO
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
Master of Business Administration (M.B.A.), Finance, General
University of Pennsylvania 1989 — 1992
Bachelor’s Degree, Economics, Mathematics
Mea Konopasek's Lehman Brothers Experience May 2004 - May 2008
Job Senior Finance Manager | Corporate Finance Professional | Director of Finance | FP&A
Industry Financial Services
Experience
MK Consulting July 2015 - Present
Nomura Holding America January 2011 - July 2015
Barclays Investment Bank September 2008 - December 2010
Lehman Brothers May 2004 - May 2008
University of Michigan October 2001 - October 2003
Japan Market Entry Competition (JMEC) November 2000 - June 2001
Outrage Games June 1999 - August 2000
Skills
Investment Banking, Equities, Capital Markets, Fixed Income, Financial Modeling, Risk Management, Financial Analysis, Corporate Finance, Business Analysis, Vendor Management
Education
University of Oregon
Bachelor of Arts (B.A.)
MK Consulting July 2015 - Present
Nomura Holding America January 2011 - July 2015
Barclays Investment Bank September 2008 - December 2010
Lehman Brothers May 2004 - May 2008
University of Michigan October 2001 - October 2003
Japan Market Entry Competition (JMEC) November 2000 - June 2001
Outrage Games June 1999 - August 2000
Skills
Investment Banking, Equities, Capital Markets, Fixed Income, Financial Modeling, Risk Management, Financial Analysis, Corporate Finance, Business Analysis, Vendor Management
Education
University of Oregon
Bachelor of Arts (B.A.)
Zach Coopersmith Zach Coopersmith's Lehman Brothers Experience June 2007 - September 2008
Job Partner at Leading Ridge Capital Partners
Industry Venture Capital & Private Equity
Experience
ReverTech Solutions August 2012 - Present
Rugby Architectural Building Products August 2011 - Present
DRS Product Returns March 2010 - Present
Make-A-Wish Metro New York August 2009 - Present
Leading Ridge Capital Partners April 2009 - Present
Barclays Capital September 2008 - April 2009
Lehman Brothers June 2007 - September 2008
Lehman Brothers May 2006 - July 2006
Burnham Securities Inc. May 2005 - August 2005
Skills
Supply Chain, Capital, Corporate Development, Mergers, Valuation, Restructuring, Venture Capital, Financial Modeling, Private Equity, Corporate Finance, Acquisitions, Divestitures, Business Strategy, Due Diligence, Entrepreneurship, Finance, Strategy, Mergers, Management, Investments
Education
University of Pennsylvania 2003 — 2007
B.S. in Economics, Finance, Entrepreneurship
University of Pennsylvania - The Wharton School 2003 — 2007
B.S., Finance, Entrepreneurship
St. Albans School 1997 — 2003
ReverTech Solutions August 2012 - Present
Rugby Architectural Building Products August 2011 - Present
DRS Product Returns March 2010 - Present
Make-A-Wish Metro New York August 2009 - Present
Leading Ridge Capital Partners April 2009 - Present
Barclays Capital September 2008 - April 2009
Lehman Brothers June 2007 - September 2008
Lehman Brothers May 2006 - July 2006
Burnham Securities Inc. May 2005 - August 2005
Skills
Supply Chain, Capital, Corporate Development, Mergers, Valuation, Restructuring, Venture Capital, Financial Modeling, Private Equity, Corporate Finance, Acquisitions, Divestitures, Business Strategy, Due Diligence, Entrepreneurship, Finance, Strategy, Mergers, Management, Investments
Education
University of Pennsylvania 2003 — 2007
B.S. in Economics, Finance, Entrepreneurship
University of Pennsylvania - The Wharton School 2003 — 2007
B.S., Finance, Entrepreneurship
St. Albans School 1997 — 2003
Julia Abelkop Julia Abelkop's Lehman Brothers Experience June 2007 - December 2008
Job Assistant Vice President at Fifteen Group
Industry Financial Services
Experience
Fifteen Group January 2015 - Present
Capmark January 2011 - December 2013
Capmark January 2009 - December 2010
Lehman Brothers June 2007 - December 2008
Equastone June 2006 - August 2006
Skills
Capital Markets, Valuation, Financial Modeling, Investment Banking, Portfolio Management, Fixed Income, Asset Management, Private Equity, Investments, Due Diligence, Bloomberg, Hedge Funds, Structured Finance, Corporate Finance, Real Estate, Real Estate Transactions, Real Estate Financing, Corporate Real Estate, Financial Analysis, Commercial Real Estate, Strategy, Management
Education
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor of Applied Science (BASc), Economics
University of Pennsylvania
Bachelor of Applied Science (BASc), Economics
Fifteen Group January 2015 - Present
Capmark January 2011 - December 2013
Capmark January 2009 - December 2010
Lehman Brothers June 2007 - December 2008
Equastone June 2006 - August 2006
Skills
Capital Markets, Valuation, Financial Modeling, Investment Banking, Portfolio Management, Fixed Income, Asset Management, Private Equity, Investments, Due Diligence, Bloomberg, Hedge Funds, Structured Finance, Corporate Finance, Real Estate, Real Estate Transactions, Real Estate Financing, Corporate Real Estate, Financial Analysis, Commercial Real Estate, Strategy, Management
Education
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor of Applied Science (BASc), Economics
University of Pennsylvania
Bachelor of Applied Science (BASc), Economics
Jonathan Pomeraniec Jonathan Pomeraniec's Lehman Brothers Experience June 2006 - December 2008
Job Student at University of Virginia School of Medicine
Industry Medical Practice
Experience
University of Virginia School of Medicine August 2011 - Present
Columbia University Medical Center February 2009 - July 2012
Columbia University January 2009 - May 2010
Lehman Brothers June 2006 - December 2008
Bassini Playfair Wright June 2005 - August 2005
Skills
Neuroscience, Neuroimaging, Project Management, Financial Modeling, Business Development, Marketing Strategy, Strategic Planning, Management Consulting, Valuation, Market Research, Entrepreneurship, Financial Analysis, Competitive Analysis, Data Analysis, Strategy, Research, Analytics, Business Strategy, Private Equity, Corporate Finance, Finance
Education
University of Virginia Darden School of Business 2014 — 2016
MBA
University of Virginia School of Medicine 2011 — 2015
Doctor of Medicine (MD)
University of Pennsylvania 2003 — 2007
Bachelor of Science in Economics, Finance, Statistics, Classical Studies
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor of Science in Economics, Finance, Statistics
University of St. Andrews 2005 — 2006
Classical and Ancient Studies
University of Virginia School of Medicine August 2011 - Present
Columbia University Medical Center February 2009 - July 2012
Columbia University January 2009 - May 2010
Lehman Brothers June 2006 - December 2008
Bassini Playfair Wright June 2005 - August 2005
Skills
Neuroscience, Neuroimaging, Project Management, Financial Modeling, Business Development, Marketing Strategy, Strategic Planning, Management Consulting, Valuation, Market Research, Entrepreneurship, Financial Analysis, Competitive Analysis, Data Analysis, Strategy, Research, Analytics, Business Strategy, Private Equity, Corporate Finance, Finance
Education
University of Virginia Darden School of Business 2014 — 2016
MBA
University of Virginia School of Medicine 2011 — 2015
Doctor of Medicine (MD)
University of Pennsylvania 2003 — 2007
Bachelor of Science in Economics, Finance, Statistics, Classical Studies
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor of Science in Economics, Finance, Statistics
University of St. Andrews 2005 — 2006
Classical and Ancient Studies
Danh Trang Danh Trang's Lehman Brothers Experience May 2008 - July 2008
Job Customer Success at Blend Labs
Industry Computer Software
Experience
Blend Labs November 2014 - Present
Bridgewater Associates November 2011 - November 2013
Citigroup July 2009 - October 2011
Wharton Business School September 2007 - December 2008
Lehman Brothers May 2008 - July 2008
Lehman Brothers June 2007 - August 2007
Education
University of Pennsylvania - The Wharton School 2005 — 2009
BS, Finance
University of Pennsylvania 2005 — 2009
BAS, Computer Science
Monta Vista High School 2001 — 2005
Blend Labs November 2014 - Present
Bridgewater Associates November 2011 - November 2013
Citigroup July 2009 - October 2011
Wharton Business School September 2007 - December 2008
Lehman Brothers May 2008 - July 2008
Lehman Brothers June 2007 - August 2007
Education
University of Pennsylvania - The Wharton School 2005 — 2009
BS, Finance
University of Pennsylvania 2005 — 2009
BAS, Computer Science
Monta Vista High School 2001 — 2005
John Liu's Lehman Brothers Experience April 1994 - July 1995
Job Changing lives through technology and innovation
Industry Computer Software
Experience
Digital Reasoning November 2014 - Present
Beowulf Research September 2013 - Present
Spartus Capital Management August 2011 - May 2013
Citi January 2010 - August 2011
Indiana Public Retirement System June 2009 - November 2009
Vanderbilt University August 2004 - March 2008
BNP Paribas November 1997 - December 2000
Bank of America January 1997 - November 1997
Lehman Brothers April 1994 - July 1995
Credit Suisse June 1992 - April 1994
Skills
Derivatives, Portfolio Management, Asset Allocation, Investment Strategies, Fixed Income, Equities, Trading, Quantitative Research, Proprietary Trading, Machine Learning, Asset Management, Neural Networks, Options, Bonds, Financial Risk, Equity Derivatives, Portfolio Optimization, Investment Management, Statistical Modeling, Interest Rate..., Financial Analysis, Financial Modeling, Data Science, Quantitative Investment..., Alternative Investments, Quantitative Risk..., Global Tactical Asset..., Risk Management, Investments
Education
University of Pennsylvania 1988 — 1996
Doctor of Philosophy (PhD), Electrical Engineering
University of Pennsylvania 1988 — 1992
Master of Science (M.Sc.), Electrical Engineering
University of Pennsylvania 1984 — 1988
Bachelor of Science (BSc), Electrical Engineering
Digital Reasoning November 2014 - Present
Beowulf Research September 2013 - Present
Spartus Capital Management August 2011 - May 2013
Citi January 2010 - August 2011
Indiana Public Retirement System June 2009 - November 2009
Vanderbilt University August 2004 - March 2008
BNP Paribas November 1997 - December 2000
Bank of America January 1997 - November 1997
Lehman Brothers April 1994 - July 1995
Credit Suisse June 1992 - April 1994
Skills
Derivatives, Portfolio Management, Asset Allocation, Investment Strategies, Fixed Income, Equities, Trading, Quantitative Research, Proprietary Trading, Machine Learning, Asset Management, Neural Networks, Options, Bonds, Financial Risk, Equity Derivatives, Portfolio Optimization, Investment Management, Statistical Modeling, Interest Rate..., Financial Analysis, Financial Modeling, Data Science, Quantitative Investment..., Alternative Investments, Quantitative Risk..., Global Tactical Asset..., Risk Management, Investments
Education
University of Pennsylvania 1988 — 1996
Doctor of Philosophy (PhD), Electrical Engineering
University of Pennsylvania 1988 — 1992
Master of Science (M.Sc.), Electrical Engineering
University of Pennsylvania 1984 — 1988
Bachelor of Science (BSc), Electrical Engineering
Olga Gorodetsky, CFA Olga Gorodetsky, CFA's Lehman Brothers Experience June 2006 - October 2008
Job
Industry Financial Services
Experience
MAX Exchange LLC July 2015 - Present
U.S. Department of the Treasury January 2014 - July 2015
Sovarnum Capital March 2012 - January 2014
PointState Capital Management January 2011 - March 2012
Duquesne Capital Management October 2008 - December 2010
Lehman Brothers June 2006 - October 2008
Education
Exeter
University of Pennsylvania - The Wharton School 2002 — 2006
BS, Finance, Accounting
University of Pennsylvania 2002 — 2006
BA, International Studies
MAX Exchange LLC July 2015 - Present
U.S. Department of the Treasury January 2014 - July 2015
Sovarnum Capital March 2012 - January 2014
PointState Capital Management January 2011 - March 2012
Duquesne Capital Management October 2008 - December 2010
Lehman Brothers June 2006 - October 2008
Education
Exeter
University of Pennsylvania - The Wharton School 2002 — 2006
BS, Finance, Accounting
University of Pennsylvania 2002 — 2006
BA, International Studies
Jungju Jin's Lehman Brothers Experience August 2008 - March 2009
Job Business Development & Legal at YG Entertainment USA
Industry Entertainment
Experience
YG Entertainment USA May 2015 - Present
Korea Investment & Securities Co., Ltd June 2009 - November 2010
Lehman Brothers August 2008 - March 2009
UBS September 2006 - August 2008
Education
University of Notre Dame 2011 — 2014
Juris Doctor (J.D.), Law
Yonsei University 1999 — 2006
Bachelor’s Degree, Business Administration and Management / Economics / International Relations
YG Entertainment USA May 2015 - Present
Korea Investment & Securities Co., Ltd June 2009 - November 2010
Lehman Brothers August 2008 - March 2009
UBS September 2006 - August 2008
Education
University of Notre Dame 2011 — 2014
Juris Doctor (J.D.), Law
Yonsei University 1999 — 2006
Bachelor’s Degree, Business Administration and Management / Economics / International Relations
Robert Garr Schwartz's Lehman Brothers Experience 1997 - 2005
Job Founder at Garr's Bev Co.
Industry Financial Services
Experience
Garr's Bev Co. July 2015 - Present
Tennessee Brew Works January 2011 - July 2015
Northwestern Mutual May 2009 - December 2010
US Trust June 2005 - March 2009
Lehman Brothers 1997 - 2005
Credit Suisse First Boston 1994 - 1997
Morgan Stanley Investment Management 1993 - 1994
Education
University of Notre Dame 1988 — 1992
BBA, Finance
Garr's Bev Co. July 2015 - Present
Tennessee Brew Works January 2011 - July 2015
Northwestern Mutual May 2009 - December 2010
US Trust June 2005 - March 2009
Lehman Brothers 1997 - 2005
Credit Suisse First Boston 1994 - 1997
Morgan Stanley Investment Management 1993 - 1994
Education
University of Notre Dame 1988 — 1992
BBA, Finance
Brenda Bynum's Lehman Brothers Experience February 2006 - June 2007
Job Vice President, Art Direction Manager, Voya IM
Industry Graphic Design
Experience
Voya Investment Management September 2011 - Present
ING U.S. Investment Management / Voya Investment Management September 2011 - Present
The Oasis Theatre Company Inc. August 1988 - Present
Wachtell, Lipton, Rosen & Katz January 2005 - August 2011
Lehman Brothers February 2006 - June 2007
Skills
Marketing Management, Creative Direction, Editing, Microsoft Excel, Asset Management, Corporate Branding, Marketing, Marketing Strategy, Management, Adobe Acrobat, Social Media Marketing, Marketing Communications, Film, Photoshop, Team Leadership, Outlook, Project Management, Visio, PowerPoint, Layout, Advertising, Microsoft Office, Graphics, Social Media, Illustration, HTML, Software Documentation, Adobe Creative Suite, Art, Video, Mac, Animation, Typography, Integrated Marketing, Digital Media, Public Speaking, Collateral, Research, Art Direction, Proofreading, Web Design, Copywriting, Dreamweaver, Email Marketing, InDesign, Branding & Identity, Graphic Design, SEO, Photography, Brochures
Education
University of Oklahoma
BFA, Acting and Directing
Voya Investment Management September 2011 - Present
ING U.S. Investment Management / Voya Investment Management September 2011 - Present
The Oasis Theatre Company Inc. August 1988 - Present
Wachtell, Lipton, Rosen & Katz January 2005 - August 2011
Lehman Brothers February 2006 - June 2007
Skills
Marketing Management, Creative Direction, Editing, Microsoft Excel, Asset Management, Corporate Branding, Marketing, Marketing Strategy, Management, Adobe Acrobat, Social Media Marketing, Marketing Communications, Film, Photoshop, Team Leadership, Outlook, Project Management, Visio, PowerPoint, Layout, Advertising, Microsoft Office, Graphics, Social Media, Illustration, HTML, Software Documentation, Adobe Creative Suite, Art, Video, Mac, Animation, Typography, Integrated Marketing, Digital Media, Public Speaking, Collateral, Research, Art Direction, Proofreading, Web Design, Copywriting, Dreamweaver, Email Marketing, InDesign, Branding & Identity, Graphic Design, SEO, Photography, Brochures
Education
University of Oklahoma
BFA, Acting and Directing
alex von may alex von may's Lehman Brothers Experience November 1999 - May 2001
Job Global Head of Sales at Metals House Inc
Industry Investment Banking
Experience
Metals House Inc April 2015 - Present
Harness Investment Group August 2013 - 2014
III / AVM September 2012 - July 2013
Citi March 2004 - July 2012
Commerzbank AG June 2001 - January 2003
Lehman Brothers November 1999 - May 2001
BMO Capital Markets May 1993 - September 1999
Skills
Fixed Income, Global Macro, Asset Management, Interest Rate..., Bloomberg, Series 7, Hedge Funds, Alternative Investments, Trading, Bonds, Options, FX Options, Structured Products, Equity Derivatives, Securities, Financial Markets, Trading Systems
Education
University of Ottawa 1991 — 1993
Master of Arts (MA), Economics
University of Ottawa 1989 — 1991
Bachelor of Arts (BA), Economics
Metals House Inc April 2015 - Present
Harness Investment Group August 2013 - 2014
III / AVM September 2012 - July 2013
Citi March 2004 - July 2012
Commerzbank AG June 2001 - January 2003
Lehman Brothers November 1999 - May 2001
BMO Capital Markets May 1993 - September 1999
Skills
Fixed Income, Global Macro, Asset Management, Interest Rate..., Bloomberg, Series 7, Hedge Funds, Alternative Investments, Trading, Bonds, Options, FX Options, Structured Products, Equity Derivatives, Securities, Financial Markets, Trading Systems
Education
University of Ottawa 1991 — 1993
Master of Arts (MA), Economics
University of Ottawa 1989 — 1991
Bachelor of Arts (BA), Economics
Rich Rein Rich Rein's Lehman Brothers Experience 2001 - 2008
Job Chief Financial Officer and Head of Capital Markets at Link Capital
Industry Financial Services
Experience
Link Capital 2015 - Present
Link Capital 2014 - 2015
Barclays 2008 - 2014
Lehman Brothers 2001 - 2008
Goldman Sachs 2000 - 2000
Public Financial Management 1993 - 1999
Skills
Structured Products, Fixed Income, Credit Derivatives, Capital Markets, Investment Banking, Derivatives, Swaps, Interest Rate..., Financial Structuring, Higher Education, Bonds, Municipal Bonds, Public Finance, Hedge Funds, Interest Rate Swaps, Asset Management, Cash Management, Financial Modeling, Financial Analysis, Credit Analysis, Debt Restructuring, Total Return Swaps, Trading, Bloomberg, Credit Risk, Structured Finance, Student Loans, Healthcare, Venture Capital, Asset-backed..., Consumer Lending, Loans
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA
University of Pennsylvania 1989 — 1993
BS
Link Capital 2015 - Present
Link Capital 2014 - 2015
Barclays 2008 - 2014
Lehman Brothers 2001 - 2008
Goldman Sachs 2000 - 2000
Public Financial Management 1993 - 1999
Skills
Structured Products, Fixed Income, Credit Derivatives, Capital Markets, Investment Banking, Derivatives, Swaps, Interest Rate..., Financial Structuring, Higher Education, Bonds, Municipal Bonds, Public Finance, Hedge Funds, Interest Rate Swaps, Asset Management, Cash Management, Financial Modeling, Financial Analysis, Credit Analysis, Debt Restructuring, Total Return Swaps, Trading, Bloomberg, Credit Risk, Structured Finance, Student Loans, Healthcare, Venture Capital, Asset-backed..., Consumer Lending, Loans
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA
University of Pennsylvania 1989 — 1993
BS
Marjorie Guy's Lehman Brothers Experience June 2007 - December 2010
Job Global Consultant Relations at BlackRock
Industry Financial Services
Experience
BlackRock January 2015 - Present
Barclays August 2011 - January 2015
Barclays December 2010 - December 2013
Lehman Brothers June 2007 - December 2010
Skills
Relationship Management, Financial Analysis, Fixed Income, Hedge Funds
Education
University of Oklahoma 2003 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
BlackRock January 2015 - Present
Barclays August 2011 - January 2015
Barclays December 2010 - December 2013
Lehman Brothers June 2007 - December 2010
Skills
Relationship Management, Financial Analysis, Fixed Income, Hedge Funds
Education
University of Oklahoma 2003 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
Kevin Conroy's Lehman Brothers Experience June 2007 - August 2007
Job Associate at Lincoln International
Industry Financial Services
Experience
Lincoln International January 2013 - Present
Lincoln International August 2010 - December 2012
Charles River Associates July 2008 - July 2010
Lehman Brothers June 2007 - August 2007
Skills
Investment Banking, Economic Consulting, Financial Analysis, Mergers & Acquisitions, Leveraged Finance, Valuation, Financial Modeling, Corporate Finance, Business Valuation, Private Equity, Due Diligence, Equities, Investments, Finance, Competitive Analysis, Equity Valuation, Capital IQ, Mergers, Economics, Coal, Fossil Fuel
Education
University of Notre Dame 2004 — 2008
B.B.A., Finance
University of Notre Dame - Mendoza College of Business 2004 — 2008
B.B.A., Finance
Lincoln International January 2013 - Present
Lincoln International August 2010 - December 2012
Charles River Associates July 2008 - July 2010
Lehman Brothers June 2007 - August 2007
Skills
Investment Banking, Economic Consulting, Financial Analysis, Mergers & Acquisitions, Leveraged Finance, Valuation, Financial Modeling, Corporate Finance, Business Valuation, Private Equity, Due Diligence, Equities, Investments, Finance, Competitive Analysis, Equity Valuation, Capital IQ, Mergers, Economics, Coal, Fossil Fuel
Education
University of Notre Dame 2004 — 2008
B.B.A., Finance
University of Notre Dame - Mendoza College of Business 2004 — 2008
B.B.A., Finance
Philip Erlanger's Lehman Brothers Experience 1985 - 2008
Job Founder and Managing Partner, Pontifax Global Food and Agriculture Technology Fund
Industry Financial Services
Experience
Pontifax Global Food and Agriculture Technology Fund January 2014 - Present
PREv2 Holdings, Inc. 2010 - January 2014
Barclays Investment Bank September 2008 - January 2010
Lehman Brothers 1985 - 2008
Skills
Investment Banking, Private Equity, Capital Markets, Mergers & Acquisitions, Hedge Funds, Finance, Fixed Income, Equities, Alternative Investments, LBO, Emerging Markets, Securities, Bloomberg, Leveraged Finance, Valuation, Equity Research, Venture Capital
Education
University of Pennsylvania - The Wharton School 1984 — 1985
MBA, Finance
University of Pennsylvania 1979 — 1985
Ph.D, M.A., Economics, Finance
Pontifax Global Food and Agriculture Technology Fund January 2014 - Present
PREv2 Holdings, Inc. 2010 - January 2014
Barclays Investment Bank September 2008 - January 2010
Lehman Brothers 1985 - 2008
Skills
Investment Banking, Private Equity, Capital Markets, Mergers & Acquisitions, Hedge Funds, Finance, Fixed Income, Equities, Alternative Investments, LBO, Emerging Markets, Securities, Bloomberg, Leveraged Finance, Valuation, Equity Research, Venture Capital
Education
University of Pennsylvania - The Wharton School 1984 — 1985
MBA, Finance
University of Pennsylvania 1979 — 1985
Ph.D, M.A., Economics, Finance
Kaan Erenler Kaan Erenler's Lehman Brothers Experience 2005 - 2008
Job Vice President at Nomura
Industry Financial Services
Experience
Nomura 2008 - Present
Lehman Brothers 2005 - 2008
Sindex Financial Systems 1999 - 2005
JP Morgan 1997 - 1999
Lazard 1994 - 1997
JYACC 1992 - 1994
Skills
Sybase, Credit Risk, Fixed Income, Market Risk, Equities, Java, Unix, Project Management, Program Management, Information Technology, IMM, IRB, Basel 3, CRD IV, Economic Capital, Collateral, Budget, Virtual Teams, Client Service, Informatica, Perl, J2EE, Risk Architecture, Financial Services, Capital Markets, Financial Risk, Investment Banking
Education
University of Pennsylvania
Bachelor of Science and Engineering, Systems Science and Engineering
Nomura 2008 - Present
Lehman Brothers 2005 - 2008
Sindex Financial Systems 1999 - 2005
JP Morgan 1997 - 1999
Lazard 1994 - 1997
JYACC 1992 - 1994
Skills
Sybase, Credit Risk, Fixed Income, Market Risk, Equities, Java, Unix, Project Management, Program Management, Information Technology, IMM, IRB, Basel 3, CRD IV, Economic Capital, Collateral, Budget, Virtual Teams, Client Service, Informatica, Perl, J2EE, Risk Architecture, Financial Services, Capital Markets, Financial Risk, Investment Banking
Education
University of Pennsylvania
Bachelor of Science and Engineering, Systems Science and Engineering
Jonathan Tyburski's Lehman Brothers Experience July 2001 - August 2001
Job Principal, Middle Market Special Situations at DW Partners, LP
Industry Venture Capital & Private Equity
Experience
DW Partners, LP August 2015 - Present
Versa Capital Management June 2008 - June 2015
Paramount Biocapital Asset Management February 2006 - May 2008
Bear Stearns November 2004 - February 2006
Houlihan Lokey July 2002 - November 2004
Lehman Brothers July 2001 - August 2001
Enron June 2000 - August 2000
Skills
Private Equity, Venture Capital, Investment Banking, Equity Research, Finance, Special Situations, Strategy, Entrepreneurship, Due Diligence, LBO, Valuation, Investments, Business Strategy, Financial Modeling, Mergers & Acquisitions, Corporate Development, Business Planning, Hedge Funds, Equities, Financial Analysis, Business Valuation, Start-ups, Corporate Finance, Restructuring, Leveraged Finance, Management Consulting, Portfolio Management
Education
University of Pennsylvania 1998 — 2002
B.S., Finance and Accounting
Archbishop Wood High School
DW Partners, LP August 2015 - Present
Versa Capital Management June 2008 - June 2015
Paramount Biocapital Asset Management February 2006 - May 2008
Bear Stearns November 2004 - February 2006
Houlihan Lokey July 2002 - November 2004
Lehman Brothers July 2001 - August 2001
Enron June 2000 - August 2000
Skills
Private Equity, Venture Capital, Investment Banking, Equity Research, Finance, Special Situations, Strategy, Entrepreneurship, Due Diligence, LBO, Valuation, Investments, Business Strategy, Financial Modeling, Mergers & Acquisitions, Corporate Development, Business Planning, Hedge Funds, Equities, Financial Analysis, Business Valuation, Start-ups, Corporate Finance, Restructuring, Leveraged Finance, Management Consulting, Portfolio Management
Education
University of Pennsylvania 1998 — 2002
B.S., Finance and Accounting
Archbishop Wood High School
Joseph Gabor Joseph Gabor's Lehman Brothers Experience October 2000 - March 2003
Job DirectorBrandywine Asset Management
Industry Financial Services
Experience
Brandywine Asset Management January 2015 - Present
Direct Access Partners December 2012 - June 2013
Miller Tabak + Co., LLC January 2010 - September 2012
Cantor Fitzgerald March 2003 - December 2009
Lehman Brothers October 2000 - March 2003
Donaldson, Lufkin & Jenrette August 2000 - October 2000
Nomura Securities July 1998 - August 2000
Derivatives Floor Trader June 1994 - June 1998
Skills
Derivatives, Futures, Portfolio Management, Hedge Funds, CTAs, equity options, Market Neutral, advisory, marketing, Investment Banking, Trading, Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Alternative Investments, Equity Capital Markets, Equities, Investments, Asset Management, Capital Markets, Valuation
Education
University of Pennsylvania
Brandywine Asset Management January 2015 - Present
Direct Access Partners December 2012 - June 2013
Miller Tabak + Co., LLC January 2010 - September 2012
Cantor Fitzgerald March 2003 - December 2009
Lehman Brothers October 2000 - March 2003
Donaldson, Lufkin & Jenrette August 2000 - October 2000
Nomura Securities July 1998 - August 2000
Derivatives Floor Trader June 1994 - June 1998
Skills
Derivatives, Futures, Portfolio Management, Hedge Funds, CTAs, equity options, Market Neutral, advisory, marketing, Investment Banking, Trading, Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Alternative Investments, Equity Capital Markets, Equities, Investments, Asset Management, Capital Markets, Valuation
Education
University of Pennsylvania
Dan Song's Lehman Brothers Experience April 2005 - March 2006
Job Executive Director at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley May 2011 - Present
Syclo March 2011 - May 2011
Marsh April 2007 - March 2011
Merrill Lynch March 2006 - April 2007
Lehman Brothers April 2005 - March 2006
Intellibank, Inc September 2004 - April 2005
netomat October 2001 - September 2004
ACTV September 2000 - October 2001
Credit Suisse First Boston June 2000 - September 2000
Prudential March 1997 - May 2000
Education
University of Pennsylvania
BA
Morgan Stanley May 2011 - Present
Syclo March 2011 - May 2011
Marsh April 2007 - March 2011
Merrill Lynch March 2006 - April 2007
Lehman Brothers April 2005 - March 2006
Intellibank, Inc September 2004 - April 2005
netomat October 2001 - September 2004
ACTV September 2000 - October 2001
Credit Suisse First Boston June 2000 - September 2000
Prudential March 1997 - May 2000
Education
University of Pennsylvania
BA
Jackie Polak's Lehman Brothers Experience 1991 - 1993
Job Structured Product Analyst
Industry Financial Services
Experience
LBBW 2001 - 2014
New York Institute of Finance 1996 - 2001
ABN AMRO 1998 - 2000
Chase Securities Inc. 1993 - 1998
Lehman Brothers 1991 - 1993
Trepp, LLC 1990 - 1991
Skills
Structured Finance, Fixed Income, Structured Products, Capital Markets, Portfolio Management, Derivatives, Bonds, Securitization, ABS, Investment Banking, Financial Structuring, Risk Management, Banking, Asset Management, Hedge Funds, Investments, Credit Derivatives, Securities, Trading, Valuation, Alternative Investments, Financial Markets, Bloomberg, MBS, CDO, Credit Analysis, CMBS, High Yield, Credit Risk, Credit, Funding, Structuring, Residential Mortgages, Financial Modeling, Asset Allocation, Corporate Finance, CDS, Restructuring, Origination, Due Diligence, Risk, Series 7, Mortgage, CLO, Securities Regulation, Product Development, Product Management, Investment Advisory, Investment Strategies, Investment Management
Education
University of Pennsylvania
LBBW 2001 - 2014
New York Institute of Finance 1996 - 2001
ABN AMRO 1998 - 2000
Chase Securities Inc. 1993 - 1998
Lehman Brothers 1991 - 1993
Trepp, LLC 1990 - 1991
Skills
Structured Finance, Fixed Income, Structured Products, Capital Markets, Portfolio Management, Derivatives, Bonds, Securitization, ABS, Investment Banking, Financial Structuring, Risk Management, Banking, Asset Management, Hedge Funds, Investments, Credit Derivatives, Securities, Trading, Valuation, Alternative Investments, Financial Markets, Bloomberg, MBS, CDO, Credit Analysis, CMBS, High Yield, Credit Risk, Credit, Funding, Structuring, Residential Mortgages, Financial Modeling, Asset Allocation, Corporate Finance, CDS, Restructuring, Origination, Due Diligence, Risk, Series 7, Mortgage, CLO, Securities Regulation, Product Development, Product Management, Investment Advisory, Investment Strategies, Investment Management
Education
University of Pennsylvania
Hon. Ronald R. Spoehel's Lehman Brothers Experience 1985 - 1990
Job Private Investor
Industry Venture Capital & Private Equity
Experience
NASA September 2007 - November 2009
D & S Group 2006 - 2007
ICx Technologies 2005 - 2006
ManTech International Corporation 2003 - 2005
Alpine Partners 2002 - 2003
Optinel Systems, Inc. 2000 - 2002
Harris Corporation 1994 - 2000
ICF Kaiser International 1990 - 1994
Lehman Brothers 1985 - 1990
Bank of America 1980 - 1985
Skills
Strategic Planning, Mergers, Venture Capital
Education
University of Pennsylvania 1978 — 1980
MS Engineering
University of Pennsylvania - The Wharton School 1978 — 1980
MBA
University of Pennsylvania - The Wharton School 1975 — 1979
BS Economics
NASA September 2007 - November 2009
D & S Group 2006 - 2007
ICx Technologies 2005 - 2006
ManTech International Corporation 2003 - 2005
Alpine Partners 2002 - 2003
Optinel Systems, Inc. 2000 - 2002
Harris Corporation 1994 - 2000
ICF Kaiser International 1990 - 1994
Lehman Brothers 1985 - 1990
Bank of America 1980 - 1985
Skills
Strategic Planning, Mergers, Venture Capital
Education
University of Pennsylvania 1978 — 1980
MS Engineering
University of Pennsylvania - The Wharton School 1978 — 1980
MBA
University of Pennsylvania - The Wharton School 1975 — 1979
BS Economics
Jason Boehmig's Lehman Brothers Experience 2004 - 2008
Job CoFounder and CEO at Ironclad, Inc.
Industry Legal Services
Experience
Fenwick and West September 2012 - August 2014
Lehman Brothers 2004 - 2008
Skills
Start-ups, Corporate Law, Venture Capital, Emerging Technologies, Early Stage, Seed Capital, Securities Offerings, Intellectual Property, Venture Financing
Education
University of Notre Dame Law School
J.D., Law
Wake Forest University 2000 — 2004
BA (Honors), Economics
Fenwick and West September 2012 - August 2014
Lehman Brothers 2004 - 2008
Skills
Start-ups, Corporate Law, Venture Capital, Emerging Technologies, Early Stage, Seed Capital, Securities Offerings, Intellectual Property, Venture Financing
Education
University of Notre Dame Law School
J.D., Law
Wake Forest University 2000 — 2004
BA (Honors), Economics
James Fogarty's Lehman Brothers Experience July 2006 - October 2008
Job Acquisitions Associate at Starwood Capital Group
Industry Real Estate
Experience
Starwood Capital Group September 2011 - Present
Spear Street Capital January 2009 - August 2011
Lehman Brothers July 2006 - October 2008
Tishman Speyer May 2004 - August 2004
Education
University of Pennsylvania 2002 — 2006
Bachelor of Arts, History/Real Estate
Starwood Capital Group September 2011 - Present
Spear Street Capital January 2009 - August 2011
Lehman Brothers July 2006 - October 2008
Tishman Speyer May 2004 - August 2004
Education
University of Pennsylvania 2002 — 2006
Bachelor of Arts, History/Real Estate
Alex Eifler's Lehman Brothers Experience April 2007 - September 2008
Job Manager, Talent Analytics at Otsuka Pharmaceutical Companies (U.S.)
Industry Human Resources
Experience
Otsuka Pharmaceutical Companies (U.S.) October 2014 - Present
Barclays September 2008 - September 2014
Barclays Capital September 2008 - February 2012
Lehman Brothers April 2007 - September 2008
National Analysts Worldwide June 2004 - January 2007
Skills
Survey Design, Survey Research, Employee Surveys, Data Analysis, Talent Assessment, Data Modeling, Analytics, Quantitative Research, Statistics, Market Research, Program Management, Performance Management, Change Management, Strategic Planning, Talent Management, HRIS, SPSS, Microsoft Office, Analysis, Focus Groups, Qualitative Research, Quantitative Analysis, Surveys, Employee Opinion Surveys, Cross-functional Team...
Education
University of Pennsylvania 2000 — 2004
BA, Psychology & Communications
Otsuka Pharmaceutical Companies (U.S.) October 2014 - Present
Barclays September 2008 - September 2014
Barclays Capital September 2008 - February 2012
Lehman Brothers April 2007 - September 2008
National Analysts Worldwide June 2004 - January 2007
Skills
Survey Design, Survey Research, Employee Surveys, Data Analysis, Talent Assessment, Data Modeling, Analytics, Quantitative Research, Statistics, Market Research, Program Management, Performance Management, Change Management, Strategic Planning, Talent Management, HRIS, SPSS, Microsoft Office, Analysis, Focus Groups, Qualitative Research, Quantitative Analysis, Surveys, Employee Opinion Surveys, Cross-functional Team...
Education
University of Pennsylvania 2000 — 2004
BA, Psychology & Communications
Jennifer Lavinbuk's Lehman Brothers Experience May 2003 - October 2004
Job Principal
Industry Management Consulting
Experience
Mercer March 2006 - Present
Pearl Meyer and Partners October 2004 - February 2006
Lehman Brothers May 2003 - October 2004
Mercer June 2000 - May 2003
Skills
Executive Pay, Deferred Compensation, HR Consulting, Employee Benefits, Incentive Programs, Job Evaluation, Human Capital, Benchmarking, Compensation Structures, Remuneration
Education
University of Pennsylvania 1996 — 2000
BA, International Relations
Mercer March 2006 - Present
Pearl Meyer and Partners October 2004 - February 2006
Lehman Brothers May 2003 - October 2004
Mercer June 2000 - May 2003
Skills
Executive Pay, Deferred Compensation, HR Consulting, Employee Benefits, Incentive Programs, Job Evaluation, Human Capital, Benchmarking, Compensation Structures, Remuneration
Education
University of Pennsylvania 1996 — 2000
BA, International Relations
Matt Dicker's Lehman Brothers Experience July 2001 - October 2002
Job Partner/CFO at Madison Development LLC
Industry Real Estate
Experience
Canyon Capital Realty Advisors, LLC May 2004 - April 2014
UBS Investment Bank February 2003 - May 2004
Lehman Brothers July 2001 - October 2002
Skills
Valuation, Capital Markets, Private Equity, Financial Modeling, Investments, Asset Managment, Real Estate Economics, Due Diligence, Structured Finance, Asset Management, Alternative Investments, Real Estate
Education
University of Pennsylvania 1997 — 2001
Canyon Capital Realty Advisors, LLC May 2004 - April 2014
UBS Investment Bank February 2003 - May 2004
Lehman Brothers July 2001 - October 2002
Skills
Valuation, Capital Markets, Private Equity, Financial Modeling, Investments, Asset Managment, Real Estate Economics, Due Diligence, Structured Finance, Asset Management, Alternative Investments, Real Estate
Education
University of Pennsylvania 1997 — 2001
Akira Matsuno's Lehman Brothers Experience 2003 - 2005
Job VP Finance
Industry Biotechnology
Experience
Juno Therapeutics October 2013 - Present
Stoneledge Partners 2013 - 2013
Motricity 2009 - 2013
Vulcan 2005 - 2008
Lehman Brothers 2003 - 2005
Skills
Private Equity, LBO, Mergers, Deal Sourcing, Principal Investing, Corporate Development, Acquisitions, Financial Sponsors, Deal Execution, Negotiation, Transaction Sourcing, Strategic M&A, Distressed M&A, M&A analysis, Valuation, Investment Valuation, Due Diligence, Business Strategy, Strategic Partnerships, Growth Capital, Business Development, Business Planning, Corporate Finance, Restructuring, Investment Banking, Alternative Investments, mobile, Telecommunications, Media, Infrastructure, Cable, Technology, Debt Restructuring, Recapitalizations, Strategic Planning, Mobile Devices, Corporate Strategy..., Mergers & Acquisitions, Investments, IPO, Enterprise Software, M&A experience
Education
University of Pennsylvania 1999 — 2003
Bachelor of Science (B.S.), Finance, Management, Economics
University of Pennsylvania - The Wharton School 1999 — 2003
BS, Finance and Management
College Park High School 1995 — 1999
High School
Juno Therapeutics October 2013 - Present
Stoneledge Partners 2013 - 2013
Motricity 2009 - 2013
Vulcan 2005 - 2008
Lehman Brothers 2003 - 2005
Skills
Private Equity, LBO, Mergers, Deal Sourcing, Principal Investing, Corporate Development, Acquisitions, Financial Sponsors, Deal Execution, Negotiation, Transaction Sourcing, Strategic M&A, Distressed M&A, M&A analysis, Valuation, Investment Valuation, Due Diligence, Business Strategy, Strategic Partnerships, Growth Capital, Business Development, Business Planning, Corporate Finance, Restructuring, Investment Banking, Alternative Investments, mobile, Telecommunications, Media, Infrastructure, Cable, Technology, Debt Restructuring, Recapitalizations, Strategic Planning, Mobile Devices, Corporate Strategy..., Mergers & Acquisitions, Investments, IPO, Enterprise Software, M&A experience
Education
University of Pennsylvania 1999 — 2003
Bachelor of Science (B.S.), Finance, Management, Economics
University of Pennsylvania - The Wharton School 1999 — 2003
BS, Finance and Management
College Park High School 1995 — 1999
High School
Gerry Cosgrove's Lehman Brothers Experience January 2007 - May 2009
Job Managing Director, Head of Consultant Relations U.S. at RBC Global Asset Management (U.S.) Inc.
Industry Investment Management
Experience
RBC Global Asset Management (U.S.) Inc. February 2012 - Present
Two Sigma Investments January 2011 - February 2012
Wellington Management April 2010 - January 2011
Neuberger Berman May 2009 - April 2010
Lehman Brothers January 2007 - May 2009
T. Rowe Price 2003 - 2007
Wilshire Associates 2001 - 2003
Intel Corporation 1999 - 2001
US Navy 1991 - 1996
US Navy 1991 - 1996
Education
University of Washington, Michael G. Foster School of Business 1996 — 1999
MBA, Finance
University of Pennsylvania 1987 — 1991
BA, Economics
RBC Global Asset Management (U.S.) Inc. February 2012 - Present
Two Sigma Investments January 2011 - February 2012
Wellington Management April 2010 - January 2011
Neuberger Berman May 2009 - April 2010
Lehman Brothers January 2007 - May 2009
T. Rowe Price 2003 - 2007
Wilshire Associates 2001 - 2003
Intel Corporation 1999 - 2001
US Navy 1991 - 1996
US Navy 1991 - 1996
Education
University of Washington, Michael G. Foster School of Business 1996 — 1999
MBA, Finance
University of Pennsylvania 1987 — 1991
BA, Economics
Laura Rapaport's Lehman Brothers Experience 2003 - 2005
Job Senior Vice President at L&L Holding Company
Industry Real Estate
Experience
L&L Holding Company July 2010 - Present
Wharton Business School June 2008 - May 2010
Blesso Properties June 2009 - August 2009
Tishman Speyer September 2005 - June 2008
Lehman Brothers 2003 - 2005
Skills
Valuation, Private Equity, Financial Modeling, Due Diligence, Real Estate Economics, Investment Banking, Capital Markets, Financial Analysis, Asset Managment, Investments, Corporate Finance, Emerging Markets, Equities, Venture Capital, Mergers
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Real Estate, Finance
University of Pennsylvania 1999 — 2003
Bachelor of Arts (B.A.), Economics
L&L Holding Company July 2010 - Present
Wharton Business School June 2008 - May 2010
Blesso Properties June 2009 - August 2009
Tishman Speyer September 2005 - June 2008
Lehman Brothers 2003 - 2005
Skills
Valuation, Private Equity, Financial Modeling, Due Diligence, Real Estate Economics, Investment Banking, Capital Markets, Financial Analysis, Asset Managment, Investments, Corporate Finance, Emerging Markets, Equities, Venture Capital, Mergers
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Real Estate, Finance
University of Pennsylvania 1999 — 2003
Bachelor of Arts (B.A.), Economics
Sameer Kirtane's Lehman Brothers Experience July 2008 - August 2008
Job at Palantir
Industry Financial Services
Experience
Palantir Technologies October 2013 - Present
KKR July 2009 - August 2013
Lehman Brothers July 2008 - August 2008
KKR May 2008 - July 2008
Skills
Private Equity, Financial Modeling, Valuation, Venture Capital, Investment Banking, Due Diligence, Corporate Development, Bloomberg, LBO, Corporate Finance, Alternative Investments, Mergers & Acquisitions, Business Development, M&A experience, Project Management, Asset Management
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor of Science (B.Sc.), Finance; Entrepreneurship
University of Pennsylvania
Bachelor of Applied Science (BASc), Bioengineering
Palantir Technologies October 2013 - Present
KKR July 2009 - August 2013
Lehman Brothers July 2008 - August 2008
KKR May 2008 - July 2008
Skills
Private Equity, Financial Modeling, Valuation, Venture Capital, Investment Banking, Due Diligence, Corporate Development, Bloomberg, LBO, Corporate Finance, Alternative Investments, Mergers & Acquisitions, Business Development, M&A experience, Project Management, Asset Management
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor of Science (B.Sc.), Finance; Entrepreneurship
University of Pennsylvania
Bachelor of Applied Science (BASc), Bioengineering
Lance Stier's Lehman Brothers Experience 2004 - 2006
Job President of Nassau Candy Confections
Industry Food & Beverages
Experience
NC Chocolate Manufacturing LLC June 2010 - Present
Nassau Candy Confections June 2010 - Present
Nassau Candy September 2009 - Present
Paine & Partners July 2008 - September 2009
Wellspring Capital Management July 2006 - July 2008
Lehman Brothers 2004 - 2006
MD Sass June 2003 - August 2003
Skills
LBO, Private Equity, Venture Capital, Alternative Investments, Mergers, Investments, Structured Finance, Food, Acquisitions, Leveraged Finance, Management, Retail, Mergers & Acquisitions, M&A experience, Food Industry, Corporate Development, Investment Banking, Divestitures, Due Diligence, Financial Structuring, IPO, Restructuring, Strategy, Business Valuation, Emerging Markets, Executive Management, Strategic Partnerships, Valuation, Investor Relations, Food, Food Safety, Luxury Brand Marketing, Luxury Goods, Natural Foods, Shipping, Operations Management
Education
University of Pennsylvania 2000 — 2004
NC Chocolate Manufacturing LLC June 2010 - Present
Nassau Candy Confections June 2010 - Present
Nassau Candy September 2009 - Present
Paine & Partners July 2008 - September 2009
Wellspring Capital Management July 2006 - July 2008
Lehman Brothers 2004 - 2006
MD Sass June 2003 - August 2003
Skills
LBO, Private Equity, Venture Capital, Alternative Investments, Mergers, Investments, Structured Finance, Food, Acquisitions, Leveraged Finance, Management, Retail, Mergers & Acquisitions, M&A experience, Food Industry, Corporate Development, Investment Banking, Divestitures, Due Diligence, Financial Structuring, IPO, Restructuring, Strategy, Business Valuation, Emerging Markets, Executive Management, Strategic Partnerships, Valuation, Investor Relations, Food, Food Safety, Luxury Brand Marketing, Luxury Goods, Natural Foods, Shipping, Operations Management
Education
University of Pennsylvania 2000 — 2004
Lauren Staudinger's Lehman Brothers Experience July 2003 - August 2008
Job Manager at PricewaterhouseCoopers
Industry Financial Services
Experience
PricewaterhouseCoopers July 2014 - Present
JPMorgan Chase April 2013 - July 2014
PricewaterhouseCoopers August 2011 - April 2013
Telsey Advisory Group December 2008 - July 2009
Lehman Brothers July 2003 - August 2008
Skills
Capital Markets, Financial Risk, Management Consulting, Banking, Equity Research, Private Equity, Valuation, Financial Modeling, Due Diligence, Hedge Funds
Education
NYU Stern School of Business 2009 — 2011
MBA, Finance, Strategy
University of Pennsylvania 1999 — 2003
Bachelor of Science (BS), Economics
University of Pennsylvania - The Wharton School 1999 — 2003
PricewaterhouseCoopers July 2014 - Present
JPMorgan Chase April 2013 - July 2014
PricewaterhouseCoopers August 2011 - April 2013
Telsey Advisory Group December 2008 - July 2009
Lehman Brothers July 2003 - August 2008
Skills
Capital Markets, Financial Risk, Management Consulting, Banking, Equity Research, Private Equity, Valuation, Financial Modeling, Due Diligence, Hedge Funds
Education
NYU Stern School of Business 2009 — 2011
MBA, Finance, Strategy
University of Pennsylvania 1999 — 2003
Bachelor of Science (BS), Economics
University of Pennsylvania - The Wharton School 1999 — 2003
Andrew Milanez's Lehman Brothers Experience June 2006 - December 2008
Job Associate at Davidson Kempner
Industry Capital Markets
Experience
Davidson Kempner Capital Management December 2008 - Present
Lehman Brothers June 2006 - December 2008
Education
University of Pennsylvania 2002 — 2006
BA, Economics, Finance, Accounting
University of Pennsylvania - The Wharton School 2002 — 2005
Davidson Kempner Capital Management December 2008 - Present
Lehman Brothers June 2006 - December 2008
Education
University of Pennsylvania 2002 — 2006
BA, Economics, Finance, Accounting
University of Pennsylvania - The Wharton School 2002 — 2005
Caspar Bentinck's Lehman Brothers Experience August 1997 - May 2004
Job Debt Capital Markets at Jefferies & Company
Industry Financial Services
Experience
Sandler O'Neill & Partners, L.P. July 2015 - Present
Jefferies & Company May 2011 - Present
Jefferies July 2012 - June 2015
Bank of America Merrill Lynch July 2005 - May 2011
Lehman Brothers August 1997 - May 2004
Skills
Capital Markets, Equities, Investment Banking, Fixed Income, Series 7, Bloomberg, Investments, Financial Modeling, Bonds, Derivatives, Securities, Trading, Mergers, Banking, Finance, Financial Services, High Yield
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA, Finance
University of Pennsylvania 1993 — 1997
Bachelor of Arts (B.A.), Philosophy, Politics, Economics
Eton College 1987 — 1992
Sandler O'Neill & Partners, L.P. July 2015 - Present
Jefferies & Company May 2011 - Present
Jefferies July 2012 - June 2015
Bank of America Merrill Lynch July 2005 - May 2011
Lehman Brothers August 1997 - May 2004
Skills
Capital Markets, Equities, Investment Banking, Fixed Income, Series 7, Bloomberg, Investments, Financial Modeling, Bonds, Derivatives, Securities, Trading, Mergers, Banking, Finance, Financial Services, High Yield
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA, Finance
University of Pennsylvania 1993 — 1997
Bachelor of Arts (B.A.), Philosophy, Politics, Economics
Eton College 1987 — 1992
Jessica Jett's Lehman Brothers Experience January 2009 - April 2010
Job Keller Williams Realtor
Industry Real Estate
Experience
Keller Williams December 2011 - Present
Lehman Brothers January 2009 - April 2010
The Vanguard Group 1998 - 2006
Skills
Investments, Real Estate, Brokerage, Investment Properties, Selling, Relocation, Referrals, Condos, New Home Sales, Asset Management, Negotiation, Single Family Homes, Real Estate Transactions, Marketing, Sellers, Small Business
Education
Villanova University 2000 — 2008
MBA- Evening School, Management & Marketing
University of Pennsylvania 1992 — 1996
Bachelor of Arts (BA)
Keller Williams December 2011 - Present
Lehman Brothers January 2009 - April 2010
The Vanguard Group 1998 - 2006
Skills
Investments, Real Estate, Brokerage, Investment Properties, Selling, Relocation, Referrals, Condos, New Home Sales, Asset Management, Negotiation, Single Family Homes, Real Estate Transactions, Marketing, Sellers, Small Business
Education
Villanova University 2000 — 2008
MBA- Evening School, Management & Marketing
University of Pennsylvania 1992 — 1996
Bachelor of Arts (BA)
Laurence Braham's Lehman Brothers Experience September 2006 - September 2008
Job Managing Director at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital 2006 - Present
Lehman Brothers September 2006 - September 2008
Citigroup Markets & Banking 2000 - 2006
Skills
Investment Banking, Capital Markets, Equities, Private Equity, Corporate Finance, Valuation, Financial Structuring, Mergers, Corporate Development, Hedge Funds, Fixed Income, Venture Capital, Financial Modeling, LBO, Emerging Markets, Investments, IPO, Alternative Investments, Divestitures, Private Placements
Education
University of Oxford 1987 — 1990
Master's degree, PPE
Barclays Capital 2006 - Present
Lehman Brothers September 2006 - September 2008
Citigroup Markets & Banking 2000 - 2006
Skills
Investment Banking, Capital Markets, Equities, Private Equity, Corporate Finance, Valuation, Financial Structuring, Mergers, Corporate Development, Hedge Funds, Fixed Income, Venture Capital, Financial Modeling, LBO, Emerging Markets, Investments, IPO, Alternative Investments, Divestitures, Private Placements
Education
University of Oxford 1987 — 1990
Master's degree, PPE
Brian Upbin's Lehman Brothers Experience 2000 - 2008
Job Director at Barclays Capital
Industry Financial Services
Experience
Barclays Capital September 2008 - Present
Lehman Brothers 2000 - 2008
Ford Motor Company 1996 - 1998
Education
Yale University - Yale School of Management 1998 — 2000
MBA, Finance, Marketing
University of Pennsylvania 1992 — 1996
BA, International Relations
Barclays Capital September 2008 - Present
Lehman Brothers 2000 - 2008
Ford Motor Company 1996 - 1998
Education
Yale University - Yale School of Management 1998 — 2000
MBA, Finance, Marketing
University of Pennsylvania 1992 — 1996
BA, International Relations
Andrew Lazar's Lehman Brothers Experience August 1995 - Present
Job Managing Director at Barclays Capital
Industry Financial Services
Experience
Lehman Brothers August 1995 - Present
Education
University of Pennsylvania 1984 — 1988
Lehman Brothers August 1995 - Present
Education
University of Pennsylvania 1984 — 1988
Colleen Huck's Lehman Brothers Experience August 2001 - March 2003
Job Lactation Educator
Industry Individual & Family Services
Experience
La Leche League International September 2010 - June 2013
Bainbridge Ballet September 2011 - April 2012
USEPA May 2004 - June 2006
Quellos Group, LLC 2003 - 2004
Lehman Brothers August 2001 - March 2003
Ernst & Young November 1999 - July 2001
Skills
Nonprofits, Community Outreach, Volunteer Management, Public Policy, Fundraising, Teaching, Legal Writing, Program Evaluation, Public Health, Environmental Policy, Legal Research, Research
Education
University of Washington 2003 — 2006
MPA, environmental policy
University of Notre Dame 1995 — 1999
BA, Government/Latin American Studies
La Leche League International September 2010 - June 2013
Bainbridge Ballet September 2011 - April 2012
USEPA May 2004 - June 2006
Quellos Group, LLC 2003 - 2004
Lehman Brothers August 2001 - March 2003
Ernst & Young November 1999 - July 2001
Skills
Nonprofits, Community Outreach, Volunteer Management, Public Policy, Fundraising, Teaching, Legal Writing, Program Evaluation, Public Health, Environmental Policy, Legal Research, Research
Education
University of Washington 2003 — 2006
MPA, environmental policy
University of Notre Dame 1995 — 1999
BA, Government/Latin American Studies
Laurence Braham's Lehman Brothers Experience Managing DirectorCitigroup1998 - 2006
Job Managing Director at Lehman Brothers
Industry Banking
Experience
Lehman Brothers Managing DirectorCitigroup1998 - 2006
Education
University of Oxford 1987 — 1990
Lehman Brothers Managing DirectorCitigroup1998 - 2006
Education
University of Oxford 1987 — 1990
Ryan Sheftel's Lehman Brothers Experience June 1995 - July 1997
Job Global Head of Fixed Income at Global Trading Systems
Industry Capital Markets
Experience
Global Trading Systems February 2015 - Present
Credit Suisse January 2013 - February 2015
Credit Suisse November 2009 - February 2015
Malbec Quantys Fund October 2007 - October 2009
Citadel Investment Group July 2002 - September 2006
Goldman Sachs July 1997 - July 2002
Lehman Brothers June 1995 - July 1997
Skills
Electronic Trading, Fixed Income, Trading Systems, Derivatives, Hedge Funds, Bloomberg, FX Options, Market Making, Series 7, Trading Strategies, Interest Rate Swaps, Commodity, Capital Markets, Equities, Portfolio Management, Volatility, Traders, Rates, Quantitative Finance, Currency, Financial Markets, Trading, Options, Hedging, Investment Banking, Market Data, Bonds, Interest Rates
Education
University of Pennsylvania 1991 — 1995
M&T, Finance, Systems Engineering
Global Trading Systems February 2015 - Present
Credit Suisse January 2013 - February 2015
Credit Suisse November 2009 - February 2015
Malbec Quantys Fund October 2007 - October 2009
Citadel Investment Group July 2002 - September 2006
Goldman Sachs July 1997 - July 2002
Lehman Brothers June 1995 - July 1997
Skills
Electronic Trading, Fixed Income, Trading Systems, Derivatives, Hedge Funds, Bloomberg, FX Options, Market Making, Series 7, Trading Strategies, Interest Rate Swaps, Commodity, Capital Markets, Equities, Portfolio Management, Volatility, Traders, Rates, Quantitative Finance, Currency, Financial Markets, Trading, Options, Hedging, Investment Banking, Market Data, Bonds, Interest Rates
Education
University of Pennsylvania 1991 — 1995
M&T, Finance, Systems Engineering
Jeanne (Levin) Lipson's Lehman Brothers Experience April 2005 - September 2008
Job Vice President, Communications at Strategic Growth Bank
Industry Financial Services
Experience
Strategic Growth Bank October 2011 - Present
Barclays Capital (formerly Lehman Brothers) September 2008 - September 2011
Lehman Brothers April 2005 - September 2008
First Data Corporation December 2003 - April 2005
Wechsler Ross & Partners August 1998 - December 2003
The New York Public Library June 1996 - August 1998
Skills
Brand Development, Marketing Communications, Advertising, Marketing Strategy, Corporate Branding, Collateral Material..., Materials, Strategic Communications, Marketing, Digital Strategy, Leadership, Cross-functional Team..., Public Relations, Strategy, Integrated Marketing, Digital Marketing, Event Management, Digital Media, Internal Communications, Direct Marketing, Media Relations, Corporate Communications, Brand Management, Strategic Partnerships, Social Media Marketing, Copywriting
Education
University of Pennsylvania 1992 — 1996
BA, International Relations
Strategic Growth Bank October 2011 - Present
Barclays Capital (formerly Lehman Brothers) September 2008 - September 2011
Lehman Brothers April 2005 - September 2008
First Data Corporation December 2003 - April 2005
Wechsler Ross & Partners August 1998 - December 2003
The New York Public Library June 1996 - August 1998
Skills
Brand Development, Marketing Communications, Advertising, Marketing Strategy, Corporate Branding, Collateral Material..., Materials, Strategic Communications, Marketing, Digital Strategy, Leadership, Cross-functional Team..., Public Relations, Strategy, Integrated Marketing, Digital Marketing, Event Management, Digital Media, Internal Communications, Direct Marketing, Media Relations, Corporate Communications, Brand Management, Strategic Partnerships, Social Media Marketing, Copywriting
Education
University of Pennsylvania 1992 — 1996
BA, International Relations
Carlos M. Pelayo's Lehman Brothers Experience May 2007 - September 2008
Job Managing Director, Legal
Industry Investment Management
Experience
Merrill Lynch January 2015 - Present
Barclays 2007 - December 2014
Lehman Brothers May 2007 - September 2008
Davis Polk & Wardwell 2001 - May 2007
Honorable Jan DuBois 1999 - 2000
Hay Group 1992 - 1996
Skills
Securities Regulation, Securities, Corporate Law, Hedge Funds, Capital Markets, Litigation, Equities, Derivatives, AML, Cross-border..., Financial Regulation, Corporate Governance, Mergers & Acquisitions, Alternative Investments, Commercial Litigation, Legal Research, Private Equity, FINRA, Due Diligence, Joint Ventures
Education
University of Pennsylvania 1996 — 1999
Merrill Lynch January 2015 - Present
Barclays 2007 - December 2014
Lehman Brothers May 2007 - September 2008
Davis Polk & Wardwell 2001 - May 2007
Honorable Jan DuBois 1999 - 2000
Hay Group 1992 - 1996
Skills
Securities Regulation, Securities, Corporate Law, Hedge Funds, Capital Markets, Litigation, Equities, Derivatives, AML, Cross-border..., Financial Regulation, Corporate Governance, Mergers & Acquisitions, Alternative Investments, Commercial Litigation, Legal Research, Private Equity, FINRA, Due Diligence, Joint Ventures
Education
University of Pennsylvania 1996 — 1999
Alan Antopol's Lehman Brothers Experience 2002 - 2005
Job Vice President Senior Analyst at Garnet Capital Advisors
Industry Financial Services
Experience
Garnet Capital Advisors March 2009 - Present
The Midway Group February 2008 - March 2009
Aladdin Capital November 2005 - February 2008
Aladdin Capital Management 2005 - 2008
Lehman Brothers 2002 - 2005
Kidder Peabody 1985 - 1991
Kidder Peabody 1985 - 1991
Kidder Peabody 1985 - 1991
Education
University of Pennsylvania
Garnet Capital Advisors March 2009 - Present
The Midway Group February 2008 - March 2009
Aladdin Capital November 2005 - February 2008
Aladdin Capital Management 2005 - 2008
Lehman Brothers 2002 - 2005
Kidder Peabody 1985 - 1991
Kidder Peabody 1985 - 1991
Kidder Peabody 1985 - 1991
Education
University of Pennsylvania
Paul Potocki's Lehman Brothers Experience August 1991 - August 1992
Job Quantitative Trader Analyst Consultant
Industry Capital Markets
Experience
HRI December 2008 - Present
Hun Research April 2008 - November 2008
Breakwater/PEAK6 September 2006 - April 2008
H. Roark Investments, LLC July 2004 - August 2006
ABN AMRO April 1997 - July 2004
Bank of Montreal August 1996 - April 1997
First National Bank of Chicago (now JPMorgan Chase) August 1992 - August 1996
Lehman Brothers August 1991 - August 1992
Skills
Trading, Proprietary Trading, Derivatives, Structured Products, Trading Systems, Market Making, Volatility, Statistical Arbitrage, Options, Equities, Quantitative Investing, Rates, Fixed Income, Financial Risk, Hedging, Risk Management, Electronic Trading, Equity Derivatives, Trading Strategies, FX Options, Commodity, Financial Markets, Hedge Funds, Capital Markets, Currency, Technical Analysis, Quantitative Finance, Global Macro, FX trading, ETFs, Bonds, Bloomberg, Equity Trading, Securities, Swaps, Market Risk, Alternative Investments, Quantitative Analytics, Portfolio Management, Foreign Exchange, Credit Derivatives, High Frequency Trading, Options Strategies, Market Data, Interest Rate..., Equity Research, Commodity Markets, Arbitrage, Low Latency, Financial Engineering
Education
The University of Chicago 1985 — 1988
MBA, Finance and Statistics
University of Notre Dame 1981 — 1985
BA, Summa Cum Laude, Economics
HRI December 2008 - Present
Hun Research April 2008 - November 2008
Breakwater/PEAK6 September 2006 - April 2008
H. Roark Investments, LLC July 2004 - August 2006
ABN AMRO April 1997 - July 2004
Bank of Montreal August 1996 - April 1997
First National Bank of Chicago (now JPMorgan Chase) August 1992 - August 1996
Lehman Brothers August 1991 - August 1992
Skills
Trading, Proprietary Trading, Derivatives, Structured Products, Trading Systems, Market Making, Volatility, Statistical Arbitrage, Options, Equities, Quantitative Investing, Rates, Fixed Income, Financial Risk, Hedging, Risk Management, Electronic Trading, Equity Derivatives, Trading Strategies, FX Options, Commodity, Financial Markets, Hedge Funds, Capital Markets, Currency, Technical Analysis, Quantitative Finance, Global Macro, FX trading, ETFs, Bonds, Bloomberg, Equity Trading, Securities, Swaps, Market Risk, Alternative Investments, Quantitative Analytics, Portfolio Management, Foreign Exchange, Credit Derivatives, High Frequency Trading, Options Strategies, Market Data, Interest Rate..., Equity Research, Commodity Markets, Arbitrage, Low Latency, Financial Engineering
Education
The University of Chicago 1985 — 1988
MBA, Finance and Statistics
University of Notre Dame 1981 — 1985
BA, Summa Cum Laude, Economics
Krysta Hill's Lehman Brothers Experience January 2007 - March 2008
Job Financial Services Professional
Industry Financial Services
Experience
Allianz Global Investors September 2011 - Present
Allianz Global Investors Capital April 2008 - August 2011
Lehman Brothers January 2007 - March 2008
Sard Verbinnen & Co September 2005 - January 2007
Skills
Asset Management, Marketing, Series 7, Marketing Strategy, Mutual Funds, Alternative Investments, Marketing Communications, Equities, Financial Services, Hedge Funds, Fixed Income
Education
University of Pennsylvania 2001 — 2005
Bachelor of Arts, Communications
Allianz Global Investors September 2011 - Present
Allianz Global Investors Capital April 2008 - August 2011
Lehman Brothers January 2007 - March 2008
Sard Verbinnen & Co September 2005 - January 2007
Skills
Asset Management, Marketing, Series 7, Marketing Strategy, Mutual Funds, Alternative Investments, Marketing Communications, Equities, Financial Services, Hedge Funds, Fixed Income
Education
University of Pennsylvania 2001 — 2005
Bachelor of Arts, Communications
Matthew Keating's Lehman Brothers Experience July 2000 - October 2008
Job Director at Barclays
Industry Financial Services
Experience
Barclays January 2014 - Present
Barclays October 2008 - January 2014
Lehman Brothers July 2000 - October 2008
Skills
Investment Banking, Equities, Fixed Income, Bloomberg, Capital Markets, Hedge Funds, Valuation, Derivatives
Education
University of Notre Dame 1996 — 2000
Bachelor of Business Administration (BBA)
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance
Barclays January 2014 - Present
Barclays October 2008 - January 2014
Lehman Brothers July 2000 - October 2008
Skills
Investment Banking, Equities, Fixed Income, Bloomberg, Capital Markets, Hedge Funds, Valuation, Derivatives
Education
University of Notre Dame 1996 — 2000
Bachelor of Business Administration (BBA)
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance
Sharon Crow's Lehman Brothers Experience December 2005 - July 2007
Job Director Energy Derivatives, Cargill, Inc.
Industry Oil & Energy
Experience
Cargill July 2007 - Present
Lehman Brothers December 2005 - July 2007
DTE Energy June 2002 - December 2005
Williams Companies February 1998 - May 2002
Williams Energy Marketing & Trading February 1995 - February 1998
Louis Dreyfus 1990 - 1995
Skills
Commodity Markets, Natural Gas, Energy, Commodity, Negotiation, Financial Risk, Contract Negotiation, Mergers & Acquisitions, Private Equity, Derivatives, Trading, Energy Markets, Program Management, Oil/Gas, Renewable Energy, Upstream, Structured Finance, Hedging, Pipelines, Risk Management, Gas, Energy Industry, Corporate Finance, Petroleum, Strategy, Financial Modeling, Pricing, Contract Management, Analysis, Commodity Risk..., Joint Ventures, Hedge Funds, Business Development, Due Diligence, Options, Valuation, Divestitures, Project Finance, Oil & Gas
Education
University of Oklahoma 1979 — 1983
Bachelor of Arts (B.A.), History
Cargill July 2007 - Present
Lehman Brothers December 2005 - July 2007
DTE Energy June 2002 - December 2005
Williams Companies February 1998 - May 2002
Williams Energy Marketing & Trading February 1995 - February 1998
Louis Dreyfus 1990 - 1995
Skills
Commodity Markets, Natural Gas, Energy, Commodity, Negotiation, Financial Risk, Contract Negotiation, Mergers & Acquisitions, Private Equity, Derivatives, Trading, Energy Markets, Program Management, Oil/Gas, Renewable Energy, Upstream, Structured Finance, Hedging, Pipelines, Risk Management, Gas, Energy Industry, Corporate Finance, Petroleum, Strategy, Financial Modeling, Pricing, Contract Management, Analysis, Commodity Risk..., Joint Ventures, Hedge Funds, Business Development, Due Diligence, Options, Valuation, Divestitures, Project Finance, Oil & Gas
Education
University of Oklahoma 1979 — 1983
Bachelor of Arts (B.A.), History
Joe Anastasio's Lehman Brothers Experience May 2008 - September 2008
Job Vice President at Nomura Securities
Industry Financial Services
Experience
Nomura Securities January 2014 - Present
Barclays Capital July 2008 - October 2013
Lehman Brothers May 2008 - September 2008
Skills
Fixed Income, Trading, Bloomberg, Equities
Education
University of Pennsylvania 2004 — 2008
Wharton
University of Pennsylvania - The Wharton School 2004 — 2008
Nomura Securities January 2014 - Present
Barclays Capital July 2008 - October 2013
Lehman Brothers May 2008 - September 2008
Skills
Fixed Income, Trading, Bloomberg, Equities
Education
University of Pennsylvania 2004 — 2008
Wharton
University of Pennsylvania - The Wharton School 2004 — 2008
Mike Vergura's Lehman Brothers Experience February 1998 - March 2008
Job Real Estate Professional
Industry Real Estate
Experience
Capital One Bank 2009 - Present
Lehman Brothers February 1998 - March 2008
Interpublic Group 1996 - 1998
Skills
Real Estate, Real Estate Economics, Loans, Credit, Capital Markets, Asset Management, Underwriting, Investment Properties, CMBS, Commercial Real Estate, Asset Managment, Financial Modeling, Financial Structuring, Due Diligence, Credit Analysis, Structured Finance, Portfolio Management, Valuation, Investments, Financial Analysis, Disposition, Private Equity, Real Estate Transactions
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
MBA, Finance
University of Notre Dame - Mendoza College of Business 1989 — 1992
Bachelor of Business Administration (BBA), Finance, General
Capital One Bank 2009 - Present
Lehman Brothers February 1998 - March 2008
Interpublic Group 1996 - 1998
Skills
Real Estate, Real Estate Economics, Loans, Credit, Capital Markets, Asset Management, Underwriting, Investment Properties, CMBS, Commercial Real Estate, Asset Managment, Financial Modeling, Financial Structuring, Due Diligence, Credit Analysis, Structured Finance, Portfolio Management, Valuation, Investments, Financial Analysis, Disposition, Private Equity, Real Estate Transactions
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
MBA, Finance
University of Notre Dame - Mendoza College of Business 1989 — 1992
Bachelor of Business Administration (BBA), Finance, General
Atish Davda's Lehman Brothers Experience 2007 - 2007
Job CEO, EquityZen Join our team!
Industry Financial Services
Experience
EquityZen - Join our team! 2013 - Present
Dropbox, GeneralAssembly, Wharton 2004 - Present
Ampush 2011 - 2013
Knolsoft 2008 - 2011
AQR Capital Management 2008 - 2010
Weiss Tech House 2006 - 2008
Lehman Brothers 2007 - 2007
The KAVA 2007 - 2007
Lockheed Martin 2006 - 2006
University of Pennsylvania 2005 - 2005
Skills
Start-ups, Entrepreneurship, Venture Capital, Business Strategy, Valuation, Portfolio Management, Online Advertising, Python, Investments, Analytics, Enterprise Software, Equities, Product Development, SQL, New Business Development, Analysis, Product Design, Ad Tech, Small Business, Technical Hiring
Education
University of Pennsylvania - School of Engineering and Applied Sciences
BSE, Computer Science & Engineering, summa cum laude
University of Pennsylvania - The Wharton School
BS Economics, Finance, summa cum laude
University of Pennsylvania
Minor, Mathematics, summa cum laude
EquityZen - Join our team! 2013 - Present
Dropbox, GeneralAssembly, Wharton 2004 - Present
Ampush 2011 - 2013
Knolsoft 2008 - 2011
AQR Capital Management 2008 - 2010
Weiss Tech House 2006 - 2008
Lehman Brothers 2007 - 2007
The KAVA 2007 - 2007
Lockheed Martin 2006 - 2006
University of Pennsylvania 2005 - 2005
Skills
Start-ups, Entrepreneurship, Venture Capital, Business Strategy, Valuation, Portfolio Management, Online Advertising, Python, Investments, Analytics, Enterprise Software, Equities, Product Development, SQL, New Business Development, Analysis, Product Design, Ad Tech, Small Business, Technical Hiring
Education
University of Pennsylvania - School of Engineering and Applied Sciences
BSE, Computer Science & Engineering, summa cum laude
University of Pennsylvania - The Wharton School
BS Economics, Finance, summa cum laude
University of Pennsylvania
Minor, Mathematics, summa cum laude
Andrew de Montille's Lehman Brothers Experience June 2003 - March 2007
Job Partner and COO at Worth Venture Partners
Industry Management Consulting
Experience
Worth Venture Partners, LLC January 2013 - Present
The Intaba Group LLC January 2009 - Present
Rothstein Kass April 2009 - January 2013
Catalpa Capital LLC March 2007 - January 2009
Lehman Brothers June 2003 - March 2007
Skills
Hedge Funds, Private Equity, Alternative Investments, Venture Capital, Due Diligence, Equities, Asset Management, Investments, Financial Modeling, Capital Markets, Financial Analysis, Fixed Income, Derivatives, Investor Relations, Portfolio Management, Start-ups, Fund Of Funds, Strategy, Business Strategy, Financial Reporting, Investment Management, Business Valuation, Mergers, Risk Management, Entrepreneurship, SEC filings, Valuation, Mergers & Acquisitions, Project Management, Asset Managment, Accounting, Investment Banking, Strategic Planning
Education
University of Pennsylvania 2000 — 2004
Bachelor of Science, Computer and Telecommunications Engineering
Worth Venture Partners, LLC January 2013 - Present
The Intaba Group LLC January 2009 - Present
Rothstein Kass April 2009 - January 2013
Catalpa Capital LLC March 2007 - January 2009
Lehman Brothers June 2003 - March 2007
Skills
Hedge Funds, Private Equity, Alternative Investments, Venture Capital, Due Diligence, Equities, Asset Management, Investments, Financial Modeling, Capital Markets, Financial Analysis, Fixed Income, Derivatives, Investor Relations, Portfolio Management, Start-ups, Fund Of Funds, Strategy, Business Strategy, Financial Reporting, Investment Management, Business Valuation, Mergers, Risk Management, Entrepreneurship, SEC filings, Valuation, Mergers & Acquisitions, Project Management, Asset Managment, Accounting, Investment Banking, Strategic Planning
Education
University of Pennsylvania 2000 — 2004
Bachelor of Science, Computer and Telecommunications Engineering
Omer Brav's Lehman Brothers Experience 2005 - 2008
Job Senior Vice President at Paulson & Co.
Industry Capital Markets
Experience
Paulson & Co. October 2008 - Present
Paulson & Co. October 2008 - December 2010
Lehman Brothers 2005 - 2008
Skills
Hedge Funds, Alternative Investments, Equities, Capital Markets, Fixed Income, Asset Management, Investments
Education
University of Pennsylvania 2000 — 2005
Phd, Finanace
Paulson & Co. October 2008 - Present
Paulson & Co. October 2008 - December 2010
Lehman Brothers 2005 - 2008
Skills
Hedge Funds, Alternative Investments, Equities, Capital Markets, Fixed Income, Asset Management, Investments
Education
University of Pennsylvania 2000 — 2005
Phd, Finanace
Sandip Biswas, CFA's Lehman Brothers Experience 1998 - 2008
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Lehman Brothers 1998 - 2008
Education
University of Pennsylvania
PhD
Lehman Brothers 1998 - 2008
Education
University of Pennsylvania
PhD
Meng Yang's Lehman Brothers Experience 2008 - 2008
Job Senior Software Engineer at Apple
Industry Computer Software
Experience
Apple October 2014 - Present
Microsoft August 2008 - October 2014
Lehman Brothers 2008 - 2008
Electronic Arts 2006 - 2007
Skills
C++, C, Java, C#, OpenGL, DirectX, Maya, HLSL, GLSL, Software Development
Education
University of Pennsylvania 2007 — 2008
Master of Science in Engineering, Computer Science
University of Pennsylvania 2003 — 2007
Bachelor of Science in Engineering, Computer Science, Mathematics
Apple October 2014 - Present
Microsoft August 2008 - October 2014
Lehman Brothers 2008 - 2008
Electronic Arts 2006 - 2007
Skills
C++, C, Java, C#, OpenGL, DirectX, Maya, HLSL, GLSL, Software Development
Education
University of Pennsylvania 2007 — 2008
Master of Science in Engineering, Computer Science
University of Pennsylvania 2003 — 2007
Bachelor of Science in Engineering, Computer Science, Mathematics
Ishan Lal's Lehman Brothers Experience 1989 - 1992
Job Director, Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2000 - Present
Mitchell Madison Group February 1997 - June 2000
Morgan Stanley August 1994 - February 1997
Lehman Brothers 1989 - 1992
Skills
Series 7, 24 and 63..., Hedge Funds, Risk Management, Equities, Trading, Financial Services, Corporate Finance, Capital Markets, Finance, Investment Banking, Fixed Income, Financial Modeling, Derivatives, Mutual Funds, Management
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
University of Oxford 1986 — 1989
BA, Politics, Philosophy and Economics
Credit Suisse June 2000 - Present
Mitchell Madison Group February 1997 - June 2000
Morgan Stanley August 1994 - February 1997
Lehman Brothers 1989 - 1992
Skills
Series 7, 24 and 63..., Hedge Funds, Risk Management, Equities, Trading, Financial Services, Corporate Finance, Capital Markets, Finance, Investment Banking, Fixed Income, Financial Modeling, Derivatives, Mutual Funds, Management
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
University of Oxford 1986 — 1989
BA, Politics, Philosophy and Economics
Sun Ye's Lehman Brothers Experience June 2006 - October 2008
Job Director at Citi
Industry Financial Services
Experience
Citi July 2011 - Present
Nomura October 2008 - July 2011
Lehman Brothers June 2006 - October 2008
Credit Suisse, New York 2003 - 2006
Skills
Electronic Trading, Capital Markets, Quantitative Investing, Trading, Portfolio Management, Portfolio Optimization
Education
University of Notre Dame 1999 — 2003
PhD, Electrical Engineering
University of Science and Technology of China
B.S., Mathematics
Citi July 2011 - Present
Nomura October 2008 - July 2011
Lehman Brothers June 2006 - October 2008
Credit Suisse, New York 2003 - 2006
Skills
Electronic Trading, Capital Markets, Quantitative Investing, Trading, Portfolio Management, Portfolio Optimization
Education
University of Notre Dame 1999 — 2003
PhD, Electrical Engineering
University of Science and Technology of China
B.S., Mathematics
Reid McEwen's Lehman Brothers Experience June 2007 - August 2007
Job Securitized Products Sales
Industry Financial Services
Experience
Barclays Capital October 2008 - Present
Lehman Brothers June 2007 - August 2007
Education
University of Pennsylvania 2004 — 2008
Bachelor, Finance
Barclays Capital October 2008 - Present
Lehman Brothers June 2007 - August 2007
Education
University of Pennsylvania 2004 — 2008
Bachelor, Finance
Daylis Fuentes's Lehman Brothers Experience 2000 - 2008
Job VP at Barclays Capital
Industry Information Technology and Services
Experience
Barclays Capital 2008 - Present
Lehman Brothers 2000 - 2008
CIBER 1996 - 2000
JP Morgan 1991 - 1995
Education
University of Pennsylvania 1987 — 1991
BAS, Computer Science
Barclays Capital 2008 - Present
Lehman Brothers 2000 - 2008
CIBER 1996 - 2000
JP Morgan 1991 - 1995
Education
University of Pennsylvania 1987 — 1991
BAS, Computer Science
Albert Huang's Lehman Brothers Experience July 2003 - April 2009
Job Director at Citi
Industry Financial Services
Experience
Citi January 2013 - Present
Citi April 2009 - December 2012
Lehman Brothers July 2003 - April 2009
Goldman Sachs June 1997 - June 2003
IBM June 1994 - May 1995
Education
University of Pennsylvania 1995 — 1997
MS, Computer Information Science
Citi January 2013 - Present
Citi April 2009 - December 2012
Lehman Brothers July 2003 - April 2009
Goldman Sachs June 1997 - June 2003
IBM June 1994 - May 1995
Education
University of Pennsylvania 1995 — 1997
MS, Computer Information Science
Brian Potasiewicz's Lehman Brothers Experience November 2005 - June 2009
Job VP at Credit Suisse
Industry Financial Services
Experience
Credit Suisse 2009 - Present
Lehman Brothers November 2005 - June 2009
Mizuho Capital Markets 1991 - 2002
Skills
Fixed Income, Credit Derivatives, Equities, Financial Modeling, Product Control, Market Risk, Bloomberg, Credit Risk, Corporate Finance, Capital Markets, Structured Products, Derivatives, Investment Banking, Options, FX Options, Hedge Funds, Interest Rate..., Middle Office, Alternative Investments, Operational Risk, Swaps, Equity Derivatives, Trading Systems, Electronic Trading, Trading, Valuation, Risk Management
Education
University of Notre Dame
Credit Suisse 2009 - Present
Lehman Brothers November 2005 - June 2009
Mizuho Capital Markets 1991 - 2002
Skills
Fixed Income, Credit Derivatives, Equities, Financial Modeling, Product Control, Market Risk, Bloomberg, Credit Risk, Corporate Finance, Capital Markets, Structured Products, Derivatives, Investment Banking, Options, FX Options, Hedge Funds, Interest Rate..., Middle Office, Alternative Investments, Operational Risk, Swaps, Equity Derivatives, Trading Systems, Electronic Trading, Trading, Valuation, Risk Management
Education
University of Notre Dame
Jim Oh, CFA's Lehman Brothers Experience September 2006 - September 2008
Job Valuations at RBC Capital Markets
Industry Capital Markets
Experience
RBC Capital Markets January 2014 - Present
Morgan Stanley August 2010 - Present
Barclays Capital September 2008 - August 2010
Lehman Brothers September 2006 - September 2008
Skills
Valuation, Derivatives, Financial Modeling, Fixed Income, Capital Markets
Education
University of Notre Dame - Mendoza College of Business 2005 — 2006
M.S., Accounting
University of Notre Dame - Mendoza College of Business 2001 — 2005
B.B.A., Accounting
RBC Capital Markets January 2014 - Present
Morgan Stanley August 2010 - Present
Barclays Capital September 2008 - August 2010
Lehman Brothers September 2006 - September 2008
Skills
Valuation, Derivatives, Financial Modeling, Fixed Income, Capital Markets
Education
University of Notre Dame - Mendoza College of Business 2005 — 2006
M.S., Accounting
University of Notre Dame - Mendoza College of Business 2001 — 2005
B.B.A., Accounting
Matthew Stern's Lehman Brothers Experience 2003 - 2006
Job Managing Director, Island Capital Group
Industry Financial Services
Experience
Island Capital Group (C-III Capital Partners) April 2010 - Present
Centerline Capital Group July 2007 - March 2010
Centerline Capital Group May 2006 - July 2007
Lehman Brothers 2003 - 2006
Skills
Valuation, Due Diligence, Financial Modeling, Mergers, Corporate Finance, Investment Banking, Private Equity
Education
University of Pennsylvania
Bachelor's degree, With Distinction
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance and Accounting, With Distinction
Island Capital Group (C-III Capital Partners) April 2010 - Present
Centerline Capital Group July 2007 - March 2010
Centerline Capital Group May 2006 - July 2007
Lehman Brothers 2003 - 2006
Skills
Valuation, Due Diligence, Financial Modeling, Mergers, Corporate Finance, Investment Banking, Private Equity
Education
University of Pennsylvania
Bachelor's degree, With Distinction
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance and Accounting, With Distinction
Daniel Krup, CFA's Lehman Brothers Experience 2008 - 2009
Job ABS/Special Situations at 400 Capital
Industry Investment Management
Experience
400 Capital November 2012 - Present
Western Asset Management November 2009 - November 2012
Lehman Brothers 2008 - 2009
Lehman Brothers 2003 - 2008
Skills
Trading, Portfolio Management, Structured Products, Structured Finance, Commodity, ABS, Fixed Income, Hedge Funds, Bloomberg, Capital Markets, Derivatives, Alternative Investments
Education
University of Pennsylvania 1999 — 2003
BS, Economics
400 Capital November 2012 - Present
Western Asset Management November 2009 - November 2012
Lehman Brothers 2008 - 2009
Lehman Brothers 2003 - 2008
Skills
Trading, Portfolio Management, Structured Products, Structured Finance, Commodity, ABS, Fixed Income, Hedge Funds, Bloomberg, Capital Markets, Derivatives, Alternative Investments
Education
University of Pennsylvania 1999 — 2003
BS, Economics
Catherine Wooters's Lehman Brothers Experience June 2007 - September 2008
Job Corporate Banking & Securities Marketing and Communications at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank September 2012 - Present
Select Equity Group October 2009 - April 2012
Barclays Capital September 2008 - October 2009
Lehman Brothers June 2007 - September 2008
Skills
Hedge Funds, Bloomberg, Equities, Series 7, Capital Markets, Asset Managment, Private Equity, Investments, Investor Relations, Series 63, Investment Banking, Options, Due Diligence, Investment Management, Alternative Investments, Securities, Venture Capital, Prime Brokerage, Wealth Management, Relationship Management
Education
University of Pennsylvania 2003 — 2007
BA, History
New Canaan High School 1999 — 2003
Deutsche Bank September 2012 - Present
Select Equity Group October 2009 - April 2012
Barclays Capital September 2008 - October 2009
Lehman Brothers June 2007 - September 2008
Skills
Hedge Funds, Bloomberg, Equities, Series 7, Capital Markets, Asset Managment, Private Equity, Investments, Investor Relations, Series 63, Investment Banking, Options, Due Diligence, Investment Management, Alternative Investments, Securities, Venture Capital, Prime Brokerage, Wealth Management, Relationship Management
Education
University of Pennsylvania 2003 — 2007
BA, History
New Canaan High School 1999 — 2003
Paul Billyard's Lehman Brothers Experience August 1993 - August 2004
Job Managing Director at Evercore Partners
Industry Investment Banking
Experience
Evercore Partners August 2004 - Present
Evercore Group L.L.C. 2004 - Present
Evercore 2004 - Present
Lehman Brothers August 1993 - August 2004
Skills
Valuation, Private Equity, Investment Banking, M&A execution, Venture Capital, Mergers & Acquisitions, LBO, Financial Modeling, Cross-border M&A, Corporate Finance, Equities, M&A experience, Capital Markets, Hedge Funds, Corporate Development
Education
University of Oxford 1986 — 1990
D.Phil., Metallurgy
Evercore Partners August 2004 - Present
Evercore Group L.L.C. 2004 - Present
Evercore 2004 - Present
Lehman Brothers August 1993 - August 2004
Skills
Valuation, Private Equity, Investment Banking, M&A execution, Venture Capital, Mergers & Acquisitions, LBO, Financial Modeling, Cross-border M&A, Corporate Finance, Equities, M&A experience, Capital Markets, Hedge Funds, Corporate Development
Education
University of Oxford 1986 — 1990
D.Phil., Metallurgy
Anthony Giuliano's Lehman Brothers Experience July 2005 - September 2008
Job at
Industry Investment Banking
Experience
Perella Weinberg Partners August 2014 - Present
Nomura Securities September 2010 - May 2014
Barclays September 2008 - September 2010
Lehman Brothers July 2005 - September 2008
Skills
Investment Banking, Financial Modeling, Corporate Finance, Capital Markets, Valuation, Equities, Portfolio Management, Bloomberg, Fixed Income, Financial Analysis, Private Equity, Investments, Derivatives, Banking, Credit Analysis, Emerging Markets, Credit Risk, Hedge Funds, Due Diligence, Mergers & Acquisitions
Education
University of Pennsylvania 2001 — 2005
Bachelor of Arts (BA), Urban Studies/Affairs
University of Pennsylvania - The Wharton School 2001 — 2005
Bachelor of Science (BS), Finance and Real Estate
Perella Weinberg Partners August 2014 - Present
Nomura Securities September 2010 - May 2014
Barclays September 2008 - September 2010
Lehman Brothers July 2005 - September 2008
Skills
Investment Banking, Financial Modeling, Corporate Finance, Capital Markets, Valuation, Equities, Portfolio Management, Bloomberg, Fixed Income, Financial Analysis, Private Equity, Investments, Derivatives, Banking, Credit Analysis, Emerging Markets, Credit Risk, Hedge Funds, Due Diligence, Mergers & Acquisitions
Education
University of Pennsylvania 2001 — 2005
Bachelor of Arts (BA), Urban Studies/Affairs
University of Pennsylvania - The Wharton School 2001 — 2005
Bachelor of Science (BS), Finance and Real Estate
Caitlin Coyne's Lehman Brothers Experience 2007 - 2008
Job Manager
Industry Restaurants
Experience
Alimento April 2014 - January 2015
Sotto Restaurant May 2013 - April 2014
Huckleberry Cafe and Bakery October 2010 - March 2013
barclays-capital September 2008 - November 2012
Lehman Brothers 2007 - 2008
Education
University of Notre Dame 2003 — 2007
BS, Finance
Alimento April 2014 - January 2015
Sotto Restaurant May 2013 - April 2014
Huckleberry Cafe and Bakery October 2010 - March 2013
barclays-capital September 2008 - November 2012
Lehman Brothers 2007 - 2008
Education
University of Notre Dame 2003 — 2007
BS, Finance
Michael Earley's Lehman Brothers Experience January 1998 - August 2000
Job Partner, Private Equity Jones Day
Industry Law Practice
Experience
Jones Day January 2013 - Present
Jones Day August 2003 - December 2012
Lehman Brothers January 1998 - August 2000
Skills
Corporate Law, Private Equity, Venture Capital, Private Equity Funding, Real Estate Private..., Joint Ventures, Private Placements, Mergers & Acquisitions, Cross-border..., Investments, Corporate Finance, Securities Regulation
Education
University of Notre Dame Law School 2000 — 2003
JD
University of Notre Dame 1993 — 1997
BA
Jones Day January 2013 - Present
Jones Day August 2003 - December 2012
Lehman Brothers January 1998 - August 2000
Skills
Corporate Law, Private Equity, Venture Capital, Private Equity Funding, Real Estate Private..., Joint Ventures, Private Placements, Mergers & Acquisitions, Cross-border..., Investments, Corporate Finance, Securities Regulation
Education
University of Notre Dame Law School 2000 — 2003
JD
University of Notre Dame 1993 — 1997
BA
Ilya Vaynshteyn's Lehman Brothers Experience April 2008 - September 2008
Job Trader at DRW Trading Group
Industry Financial Services
Experience
DRW Trading Group June 2011 - June 2012
DRW Trading Group January 2009 - May 2011
Barclays Capital September 2008 - November 2008
Lehman Brothers April 2008 - September 2008
Microsoft Corporation July 2007 - March 2008
Skills
Trading, Global Macro, Statistical Arbitrage, High Frequency Trading, Trading Systems, Bloomberg, Excel / VBA, KDB+, Portfolio Management, Capital Markets, Electronic Trading, Options, Proprietary Trading, Derivatives
Education
University of Pennsylvania 2003 — 2007
Bachelor of Science, Finance, Management, Computer Science
DRW Trading Group June 2011 - June 2012
DRW Trading Group January 2009 - May 2011
Barclays Capital September 2008 - November 2008
Lehman Brothers April 2008 - September 2008
Microsoft Corporation July 2007 - March 2008
Skills
Trading, Global Macro, Statistical Arbitrage, High Frequency Trading, Trading Systems, Bloomberg, Excel / VBA, KDB+, Portfolio Management, Capital Markets, Electronic Trading, Options, Proprietary Trading, Derivatives
Education
University of Pennsylvania 2003 — 2007
Bachelor of Science, Finance, Management, Computer Science
Sean Perkins's Lehman Brothers Experience 2002 - 2003
Job Portfolio Manager at Kamunting Street Capital
Industry Investment Management
Experience
Kamunting Street Capital January 2013 - Present
Kamunting Street Capital February 2007 - December 2012
Scottwood Capital Management May 2003 - January 2007
Lehman Brothers 2002 - 2003
Conway, Del Genio, Gries & Co., LLC July 1999 - January 2002
Skills
Structured Finance, LBO, Portfolio Management, Equities, Fixed Income, Hedge Funds, Equity Derivatives, Bloomberg, Alternative Investments, High Yield, Special Situations, Valuation, Credit Derivatives, Investment Management, Private Equity, Investments, Equity Research, Capital Markets, Emerging Markets, Asset Managment, Financial Modeling, Securities, Options, Leveraged Finance, Risk Management, Investment Banking, Corporate Finance, Derivatives, Bonds, Trading, Asset Management, Investor Relations, Structured Products
Education
University of Notre Dame 1995 — 1999
BA, Finance
Union High School 1991 — 1995
High School Diploma
Kamunting Street Capital January 2013 - Present
Kamunting Street Capital February 2007 - December 2012
Scottwood Capital Management May 2003 - January 2007
Lehman Brothers 2002 - 2003
Conway, Del Genio, Gries & Co., LLC July 1999 - January 2002
Skills
Structured Finance, LBO, Portfolio Management, Equities, Fixed Income, Hedge Funds, Equity Derivatives, Bloomberg, Alternative Investments, High Yield, Special Situations, Valuation, Credit Derivatives, Investment Management, Private Equity, Investments, Equity Research, Capital Markets, Emerging Markets, Asset Managment, Financial Modeling, Securities, Options, Leveraged Finance, Risk Management, Investment Banking, Corporate Finance, Derivatives, Bonds, Trading, Asset Management, Investor Relations, Structured Products
Education
University of Notre Dame 1995 — 1999
BA, Finance
Union High School 1991 — 1995
High School Diploma
Isaac Chu's Lehman Brothers Experience July 2005 - September 2008
Job Vice President at Barclays Capital
Industry Capital Markets
Experience
Barclays Capital October 2009 - Present
Barclays Capital September 2008 - October 2009
Lehman Brothers July 2005 - September 2008
Skills
Fixed Income
Education
University of Pennsylvania
BSE/BA
Barclays Capital October 2009 - Present
Barclays Capital September 2008 - October 2009
Lehman Brothers July 2005 - September 2008
Skills
Fixed Income
Education
University of Pennsylvania
BSE/BA
Paul Shotton's Lehman Brothers Experience June 2004 - October 2008
Job Managing Director at UBS AG
Industry Financial Services
Experience
UBS AG October 2008 - Present
Lehman Brothers June 2004 - October 2008
JP Morgan 1997 - 2004
JPMorgan, Chase & Co. 1997 - 2004
Goldman Sachs 1987 - 1992
Skills
Portfolio Management, Risk Management, Market Risk, Operational Risk, Investment Banking, Credit Derivatives, Bonds, Fixed Income, Interest Rate..., Hedge Funds, Capital Markets, Counterparty Risk, Derivatives, Financial Risk, Prime Brokerage, Equities, Asset Management, Alternative Investments, Structured Products, Management, Trading Systems, Credit Risk, Equity Derivatives, Emerging Markets, Asset Managment, Quantitative Finance, Valuation, Financial Analysis, FX Options, Financial Markets, Liquidity Risk
Education
University of Oxford 1979 — 1985
BA, MA, DPhil, Physics: High Energy Physics
UBS AG October 2008 - Present
Lehman Brothers June 2004 - October 2008
JP Morgan 1997 - 2004
JPMorgan, Chase & Co. 1997 - 2004
Goldman Sachs 1987 - 1992
Skills
Portfolio Management, Risk Management, Market Risk, Operational Risk, Investment Banking, Credit Derivatives, Bonds, Fixed Income, Interest Rate..., Hedge Funds, Capital Markets, Counterparty Risk, Derivatives, Financial Risk, Prime Brokerage, Equities, Asset Management, Alternative Investments, Structured Products, Management, Trading Systems, Credit Risk, Equity Derivatives, Emerging Markets, Asset Managment, Quantitative Finance, Valuation, Financial Analysis, FX Options, Financial Markets, Liquidity Risk
Education
University of Oxford 1979 — 1985
BA, MA, DPhil, Physics: High Energy Physics
Allyson Gordon's Lehman Brothers Experience May 2008 - July 2008
Job Assistant Vice President at Barclays Capital
Industry Financial Services
Experience
Barclays Capital August 2010 - Present
Barclays Capital June 2009 - August 2009
Lehman Brothers May 2008 - July 2008
Skills
Equities, Capital Markets, Investment Banking, Derivatives, Bloomberg, Fixed Income
Education
University of Pennsylvania 2006 — 2010
Barclays Capital August 2010 - Present
Barclays Capital June 2009 - August 2009
Lehman Brothers May 2008 - July 2008
Skills
Equities, Capital Markets, Investment Banking, Derivatives, Bloomberg, Fixed Income
Education
University of Pennsylvania 2006 — 2010
David Caperna's Lehman Brothers Experience 2006 - 2006
Job Senior Financial Analyst at CBRE
Industry Financial Services
Experience
CBRE July 2013 - Present
Barclays March 2013 - May 2013
Barclays May 2010 - March 2013
Gruppo Levey & Co. October 2009 - May 2010
Deutsche Bank June 2008 - June 2009
Lehman Brothers 2006 - 2006
Brown Advisory 2006 - 2006
Skills
Financial Modeling, Investments, Valuation, Investment Banking
Education
University of Notre Dame 2004 — 2008
Bachelor of Science (BS), Finance
University of Notre Dame - Mendoza College of Business 2004 — 2008
BA, Finance
CBRE July 2013 - Present
Barclays March 2013 - May 2013
Barclays May 2010 - March 2013
Gruppo Levey & Co. October 2009 - May 2010
Deutsche Bank June 2008 - June 2009
Lehman Brothers 2006 - 2006
Brown Advisory 2006 - 2006
Skills
Financial Modeling, Investments, Valuation, Investment Banking
Education
University of Notre Dame 2004 — 2008
Bachelor of Science (BS), Finance
University of Notre Dame - Mendoza College of Business 2004 — 2008
BA, Finance
Brian Boyle's Lehman Brothers Experience May 1984 - May 1997
Job Managing Director of Investment Banking at D.A Davidson & Co.
Industry Investment Banking
Experience
D.A Davidson & Co. February 2012 - Present
McGladrey Capital Markets October 2000 - January 2012
Lehman Brothers May 1984 - May 1997
Skills
Food & Beverage..., Valuation, Capital Markets, Mergers & Acquisitions, LBO, Private Equity, Investment Banking, Equities, Due Diligence, Corporate Finance, M&A experience, Business Valuation, Venture Capital, Investments, Corporate Development, Private Placements, Leveraged Finance, Financial Modeling, Divestitures
Education
University of Pennsylvania 1980 — 1984
Economics/Finance
D.A Davidson & Co. February 2012 - Present
McGladrey Capital Markets October 2000 - January 2012
Lehman Brothers May 1984 - May 1997
Skills
Food & Beverage..., Valuation, Capital Markets, Mergers & Acquisitions, LBO, Private Equity, Investment Banking, Equities, Due Diligence, Corporate Finance, M&A experience, Business Valuation, Venture Capital, Investments, Corporate Development, Private Placements, Leveraged Finance, Financial Modeling, Divestitures
Education
University of Pennsylvania 1980 — 1984
Economics/Finance
Brandon Zick's Lehman Brothers Experience 2001 - 2004
Job Director of Acquisitions & Portfolio Management at Ceres Partners
Industry Investment Management
Experience
Ceres Partners November 2010 - Present
Morgan Stanley Investment Management March 2005 - September 2010
Lehman Brothers 2001 - 2004
Education
University of Notre Dame
Ceres Partners November 2010 - Present
Morgan Stanley Investment Management March 2005 - September 2010
Lehman Brothers 2001 - 2004
Education
University of Notre Dame
Graham Orton's Lehman Brothers Experience October 1994 - May 2000
Job Senior Equity Derivatives Trader (Managing Director) at JP Morgan
Industry Banking
Experience
JP Morgan April 2009 - July 2015
Bear Stearns May 2000 - June 2008
Lehman Brothers October 1994 - May 2000
Standard Chartered Bank September 1988 - October 1994
Skills
Equity Derivatives, Trading, Derivatives, Structured Products
Education
University of Oxford 1985 — 1988
MA, Mathematics
JP Morgan April 2009 - July 2015
Bear Stearns May 2000 - June 2008
Lehman Brothers October 1994 - May 2000
Standard Chartered Bank September 1988 - October 1994
Skills
Equity Derivatives, Trading, Derivatives, Structured Products
Education
University of Oxford 1985 — 1988
MA, Mathematics
Elizabeth Goldstein's Lehman Brothers Experience June 1991 - June 1998
Job Board Chair Creative Alternatives of New York
Industry Investment Banking
Experience
Creative Alternatives of New York June 2015 - Present
Creative Alternatives of New York June 2003 - Present
Cantor Fitzgerald July 2009 - May 2015
Highland Capital Management August 2008 - June 2009
Bear Stearns June 1999 - June 2008
Credit Suisse June 1998 - June 1999
Lehman Brothers June 1991 - June 1998
Goldman Sachs September 1985 - June 1991
Council on Foreign Relations December 1985 - December 1986
Federal Reserve Bank of New York November 1982 - September 1985
Skills
Hedge Funds, High Yield, Fixed Income, Special Situations, Financial Structuring, Portfolio Management, Investments, Equities, Private Equity, Bloomberg, Credit Derivatives, Capital Markets, Equity Derivatives, Trading, Asset Management, Emerging Markets, Structured Finance, Valuation, Securitization, Derivatives, MBS, LBO, CDS, Equity Research, Financial Markets, Fund Of Funds, ABS, Alternative Investments, Structured Products, Bonds, CDO, Series 7, Investment Management, Securities, Investment Banking, Corporate Finance, Leveraged Finance, Credit
Education
University of Pennsylvania 1977 — 1982
PhD, Economics
University of Vermont 1974 — 1977
BA, Math & Economics
Creative Alternatives of New York June 2015 - Present
Creative Alternatives of New York June 2003 - Present
Cantor Fitzgerald July 2009 - May 2015
Highland Capital Management August 2008 - June 2009
Bear Stearns June 1999 - June 2008
Credit Suisse June 1998 - June 1999
Lehman Brothers June 1991 - June 1998
Goldman Sachs September 1985 - June 1991
Council on Foreign Relations December 1985 - December 1986
Federal Reserve Bank of New York November 1982 - September 1985
Skills
Hedge Funds, High Yield, Fixed Income, Special Situations, Financial Structuring, Portfolio Management, Investments, Equities, Private Equity, Bloomberg, Credit Derivatives, Capital Markets, Equity Derivatives, Trading, Asset Management, Emerging Markets, Structured Finance, Valuation, Securitization, Derivatives, MBS, LBO, CDS, Equity Research, Financial Markets, Fund Of Funds, ABS, Alternative Investments, Structured Products, Bonds, CDO, Series 7, Investment Management, Securities, Investment Banking, Corporate Finance, Leveraged Finance, Credit
Education
University of Pennsylvania 1977 — 1982
PhD, Economics
University of Vermont 1974 — 1977
BA, Math & Economics
Andrew Finkelstein's Lehman Brothers Experience 1997 - 2008
Job Managing Director at Barclays Capital
Industry Financial Services
Experience
Barclays Capital October 2008 - Present
Lehman Brothers 1997 - 2008
Skills
LBO, Bonds, Leveraged Finance, Credit Derivatives, Credit, Fixed Income, CDS
Education
University of Pennsylvania 1993 — 1997
BA
Barclays Capital October 2008 - Present
Lehman Brothers 1997 - 2008
Skills
LBO, Bonds, Leveraged Finance, Credit Derivatives, Credit, Fixed Income, CDS
Education
University of Pennsylvania 1993 — 1997
BA
Brian Koluch's Lehman Brothers Experience August 2001 - March 2005
Job Director, Business Recovery Services at PwC
Industry Financial Services
Experience
PwC May 2009 - Present
PwC September 2005 - April 2009
Galatioto Sports Partners April 2005 - August 2005
Lehman Brothers August 2001 - March 2005
PwC September 1995 - July 1999
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
University of Notre Dame 1991 — 1995
BBA, Accountancy
PwC May 2009 - Present
PwC September 2005 - April 2009
Galatioto Sports Partners April 2005 - August 2005
Lehman Brothers August 2001 - March 2005
PwC September 1995 - July 1999
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
University of Notre Dame 1991 — 1995
BBA, Accountancy
Noam Cohen's Lehman Brothers Experience 1993 - 1998
Job Managing Director at Berenson & Company
Industry Investment Banking
Experience
Berenson & Company Managing DirectorMerrill Lynch2004 - 2008
Banc of America Securities 2000 - 2004
Lehman Brothers 1993 - 1998
Kidder Peabody 1987 - 1991
Education
University of Pennsylvania - The Wharton School 1983 — 1987
MBA, Finance
University of Pennsylvania Law School 1983 — 1987
JD
University of Pennsylvania 1979 — 1983
BSE, Finance, Accounting
Berenson & Company Managing DirectorMerrill Lynch2004 - 2008
Banc of America Securities 2000 - 2004
Lehman Brothers 1993 - 1998
Kidder Peabody 1987 - 1991
Education
University of Pennsylvania - The Wharton School 1983 — 1987
MBA, Finance
University of Pennsylvania Law School 1983 — 1987
JD
University of Pennsylvania 1979 — 1983
BSE, Finance, Accounting
Chris Muro, CFA's Lehman Brothers Experience July 2001 - July 2006
Job Credit Trader at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Morgan Stanley September 2013 - May 2014
Morgan Stanley August 2006 - May 2014
Lehman Brothers July 2001 - July 2006
Skills
Series 7, Fixed Income, Capital Markets, Bloomberg, Structured Products, Bonds, Securities, Trading, Series 63, Alternative Investments, Derivatives, Equities, Hedge Funds, Finance, Emerging Markets, Options, Swaps
Education
University of Notre Dame 1997 — 2001
BBA, Finance
Morgan Stanley May 2014 - Present
Morgan Stanley September 2013 - May 2014
Morgan Stanley August 2006 - May 2014
Lehman Brothers July 2001 - July 2006
Skills
Series 7, Fixed Income, Capital Markets, Bloomberg, Structured Products, Bonds, Securities, Trading, Series 63, Alternative Investments, Derivatives, Equities, Hedge Funds, Finance, Emerging Markets, Options, Swaps
Education
University of Notre Dame 1997 — 2001
BBA, Finance
Nancy Roth's Lehman Brothers Experience 1993 - 2008
Job Product Manager at Bloomberg
Industry Financial Services
Experience
Bloomberg February 2010 - Present
Barclays Capital September 2008 - February 2010
Lehman Brothers 1993 - 2008
Drexel Burnham Lambert 1985 - 1990
Skills
Bloomberg, Fixed Income, Portfolio Management, Derivatives, Equities, Market Data, Structured Products, Interest Rate..., Capital Markets, Hedge Funds, Credit Derivatives, Financial Markets, Risk Analytics, Performance Attribution
Education
University of Pennsylvania
BS, Math
Bloomberg February 2010 - Present
Barclays Capital September 2008 - February 2010
Lehman Brothers 1993 - 2008
Drexel Burnham Lambert 1985 - 1990
Skills
Bloomberg, Fixed Income, Portfolio Management, Derivatives, Equities, Market Data, Structured Products, Interest Rate..., Capital Markets, Hedge Funds, Credit Derivatives, Financial Markets, Risk Analytics, Performance Attribution
Education
University of Pennsylvania
BS, Math
Peyton Horn's Lehman Brothers Experience 2001 - 2003
Job Managing Director, Corporate Finance & Investment Banking at Cushman & Wakefield
Industry Real Estate
Experience
Cushman & Wakefield 2010 - Present
CIT Group Inc. 2005 - 2009
Cushman & Wakefield 2003 - 2005
Lehman Brothers 2001 - 2003
Skills
Valuation
Education
University of Oregon 1997 — 2001
BS, Economics
Cushman & Wakefield 2010 - Present
CIT Group Inc. 2005 - 2009
Cushman & Wakefield 2003 - 2005
Lehman Brothers 2001 - 2003
Skills
Valuation
Education
University of Oregon 1997 — 2001
BS, Economics
Michael Lean's Lehman Brothers Experience 2000 - 2008
Job Head of Equity Research, Americas at CLSA
Industry Financial Services
Experience
CLSA December 2014 - Present
Nomura Securities 2011 - December 2014
Nomura Securities 2008 - 2011
Lehman Brothers 2000 - 2008
Donaldson, Lufkin & Jenrette 1998 - 2000
Skills
Equity Research, Equities, Hedge Funds, Capital Markets, Series 7, Investment Banking, Bloomberg, Series 63, Valuation, Financial Modeling, Investor Relations, Asset Managment
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
Master of Business Administration (M.B.A.)
University of Pennsylvania 1994 — 1998
BA, International Relations, Economics
CLSA December 2014 - Present
Nomura Securities 2011 - December 2014
Nomura Securities 2008 - 2011
Lehman Brothers 2000 - 2008
Donaldson, Lufkin & Jenrette 1998 - 2000
Skills
Equity Research, Equities, Hedge Funds, Capital Markets, Series 7, Investment Banking, Bloomberg, Series 63, Valuation, Financial Modeling, Investor Relations, Asset Managment
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
Master of Business Administration (M.B.A.)
University of Pennsylvania 1994 — 1998
BA, International Relations, Economics
Jane Ellen Rosen's Lehman Brothers Experience January 1990 - January 1995
Job Supervisory Analyst, Managing Director, Research at Pritchard Capital Partners
Industry Financial Services
Experience
Pritchard Capital Partners November 2010 - Present
SOLEIL SECURITIES CORPORATION 2003 - 2009
CIBC World Markets January 1995 - January 2003
Lehman Brothers January 1990 - January 1995
Skills
Equity Research, Equities, Valuation, Hedge Funds, Capital Markets, Research
Education
New York University
MBA
University of Pennsylvania
BA
Pritchard Capital Partners November 2010 - Present
SOLEIL SECURITIES CORPORATION 2003 - 2009
CIBC World Markets January 1995 - January 2003
Lehman Brothers January 1990 - January 1995
Skills
Equity Research, Equities, Valuation, Hedge Funds, Capital Markets, Research
Education
New York University
MBA
University of Pennsylvania
BA
Carol Blair's Lehman Brothers Experience September 1986 - March 1995
Job Senior Risk and Operations Professional
Industry Capital Markets
Experience
BlackRock August 2011 - April 2014
FourSight Advisors LLC June 2009 - June 2011
Genworth Financial May 2006 - September 2007
MBIA March 1995 - April 2006
Lehman Brothers September 1986 - March 1995
Skills
Capital Markets, Fixed Income, Financial Risk, Market Risk, Risk Management, Structured Products, Credit Risk, Portfolio Management, Financial Services, Investments, Bonds, Asset Management, Credit, Finance
Education
University of Virginia 1984 — 1985
Masters, Systems Engineering
University of Pennsylvania 1977 — 1981
Bachelors, Bioengineering
BlackRock August 2011 - April 2014
FourSight Advisors LLC June 2009 - June 2011
Genworth Financial May 2006 - September 2007
MBIA March 1995 - April 2006
Lehman Brothers September 1986 - March 1995
Skills
Capital Markets, Fixed Income, Financial Risk, Market Risk, Risk Management, Structured Products, Credit Risk, Portfolio Management, Financial Services, Investments, Bonds, Asset Management, Credit, Finance
Education
University of Virginia 1984 — 1985
Masters, Systems Engineering
University of Pennsylvania 1977 — 1981
Bachelors, Bioengineering
Andrew Leisman, CFA's Lehman Brothers Experience July 2007 - September 2008
Job Senior Associate at NYL Investors
Industry Investment Management
Experience
NYL Investors, LLC February 2012 - Present
New York Life Insurance Company January 2010 - February 2012
Barclays September 2008 - December 2009
Lehman Brothers July 2007 - September 2008
Skills
Investments, Valuation, Portfolio Management, Investment Strategies, Credit, Capital, Analysis, Fixed Income
Education
University of Pennsylvania 2003 — 2007
Bachelor of Arts (B.A.), Economic History
Belmont Hill School 1997 — 2003
The Fessenden School 1991 — 1997
NYL Investors, LLC February 2012 - Present
New York Life Insurance Company January 2010 - February 2012
Barclays September 2008 - December 2009
Lehman Brothers July 2007 - September 2008
Skills
Investments, Valuation, Portfolio Management, Investment Strategies, Credit, Capital, Analysis, Fixed Income
Education
University of Pennsylvania 2003 — 2007
Bachelor of Arts (B.A.), Economic History
Belmont Hill School 1997 — 2003
The Fessenden School 1991 — 1997
Sullivan Michael's Lehman Brothers Experience 2000 - 2002
Job SVP Acquisitions at Pritzker Realty Group
Industry Real Estate
Experience
Pritzker Realty Group January 2015 - Present
Pritzker Realty Group 2007 - 2014
Pritzker Realty Group 2002 - 2006
Lehman Brothers 2000 - 2002
Education
University of Notre Dame
Bachelor's Degree
Pritzker Realty Group January 2015 - Present
Pritzker Realty Group 2007 - 2014
Pritzker Realty Group 2002 - 2006
Lehman Brothers 2000 - 2002
Education
University of Notre Dame
Bachelor's Degree
Ronald Rozgonyi's Lehman Brothers Experience June 1992 - March 1997
Job Global Head of Petrochemicals at Noble Americas Corp.
Industry Financial Services
Experience
Noble Americas Corp. July 2014 - Present
JP Morgan February 2005 - June 2014
Louis Dreyfus Corp August 1998 - February 2005
Lehman Brothers June 1992 - March 1997
Education
New York University - Leonard N. Stern School of Business
MBA, Business
University of Notre Dame
BA, Economics
Noble Americas Corp. July 2014 - Present
JP Morgan February 2005 - June 2014
Louis Dreyfus Corp August 1998 - February 2005
Lehman Brothers June 1992 - March 1997
Education
New York University - Leonard N. Stern School of Business
MBA, Business
University of Notre Dame
BA, Economics
James Shannon's Lehman Brothers Experience 2006 - 2008
Job Partner at Koszut, Hynes & Shannon Wealth and Insurance Services
Industry Investment Management
Experience
Koszut, Hynes & Shannon - Wealth and Insurance Services April 2012 - Present
JPS ADVISORY SERVICES, INC May 2010 - April 2012
Credit Suisse 2008 - 2010
Lehman Brothers 2006 - 2008
CME - EURODOLLARS 1993 - 2005
Skills
Series 7, Investments, Asset Allocation, Equities, Trading, Insurance, Asset Management, Commodity, Alternative Investments, Securities, Options, Trading Systems, Derivatives, Hedge Funds, Financial Markets, Electronic Trading, Capital Markets, Fixed Income, FX Options
Education
University of Notre Dame 1987 — 1991
BA, English
Koszut, Hynes & Shannon - Wealth and Insurance Services April 2012 - Present
JPS ADVISORY SERVICES, INC May 2010 - April 2012
Credit Suisse 2008 - 2010
Lehman Brothers 2006 - 2008
CME - EURODOLLARS 1993 - 2005
Skills
Series 7, Investments, Asset Allocation, Equities, Trading, Insurance, Asset Management, Commodity, Alternative Investments, Securities, Options, Trading Systems, Derivatives, Hedge Funds, Financial Markets, Electronic Trading, Capital Markets, Fixed Income, FX Options
Education
University of Notre Dame 1987 — 1991
BA, English
Anne Dougherty's Lehman Brothers Experience 1991 - 1994
Job Vice President, Corporate Access Marketing at Credit Suisse
Industry Banking
Experience
Credit Suisse October 1998 - Present
Deutsche Bank 1994 - 1998
Lehman Brothers 1991 - 1994
Merrill Lynch 1980 - 1991
Education
University of Pennsylvania 1976 — 1979
BA, Liberal Arts
The George School 1973 — 1975
High School
Credit Suisse October 1998 - Present
Deutsche Bank 1994 - 1998
Lehman Brothers 1991 - 1994
Merrill Lynch 1980 - 1991
Education
University of Pennsylvania 1976 — 1979
BA, Liberal Arts
The George School 1973 — 1975
High School
Jason Straus's Lehman Brothers Experience February 2003 - September 2008
Job Director at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo October 2010 - Present
Barclays Capital September 2008 - October 2010
Lehman Brothers February 2003 - September 2008
Morgan Stanley 2000 - 2003
Bloomberg 1995 - 2000
Skills
Electronic Trading, FX Options, Sales, Capital Markets, Trading, Trading Systems, Equities, Hedge Funds, Derivatives, Financial Markets, Bloomberg, Equity Trading, Series 7, Fixed Income
Education
University of Pennsylvania
BA
Wells Fargo October 2010 - Present
Barclays Capital September 2008 - October 2010
Lehman Brothers February 2003 - September 2008
Morgan Stanley 2000 - 2003
Bloomberg 1995 - 2000
Skills
Electronic Trading, FX Options, Sales, Capital Markets, Trading, Trading Systems, Equities, Hedge Funds, Derivatives, Financial Markets, Bloomberg, Equity Trading, Series 7, Fixed Income
Education
University of Pennsylvania
BA
Christopher J. Bastek, CFA's Lehman Brothers Experience June 1998 - May 2007
Job Institutional Equity Sales at JP Morgan
Industry Financial Services
Experience
J.P. Morgan July 2011 - Present
Morgan Stanley June 2007 - May 2011
Morgan Stanley 2007 - 2011
Lehman Brothers June 1998 - May 2007
Skills
Bloomberg
Education
University of Notre Dame - Mendoza College of Business 1996 — 1998
MBA, Finance
Ridgefield High School
Ridgefield High School
J.P. Morgan July 2011 - Present
Morgan Stanley June 2007 - May 2011
Morgan Stanley 2007 - 2011
Lehman Brothers June 1998 - May 2007
Skills
Bloomberg
Education
University of Notre Dame - Mendoza College of Business 1996 — 1998
MBA, Finance
Ridgefield High School
Ridgefield High School
Natalie (Leopold) Kapnick's Lehman Brothers Experience May 2008 - August 2008
Job Analyst at Wealth and Investment Management at Barclays
Industry Investment Banking
Experience
Wealth and Investment Management at Barclays February 2012 - Present
Enova Financial August 2011 - February 2012
Barclays Capital June 2009 - July 2011
Lehman Brothers May 2008 - August 2008
ATF Finance May 2006 - August 2006
Education
University of Notre Dame - Mendoza College of Business 2005 — 2009
BBA, Finance
University of Notre Dame
Wealth and Investment Management at Barclays February 2012 - Present
Enova Financial August 2011 - February 2012
Barclays Capital June 2009 - July 2011
Lehman Brothers May 2008 - August 2008
ATF Finance May 2006 - August 2006
Education
University of Notre Dame - Mendoza College of Business 2005 — 2009
BBA, Finance
University of Notre Dame
Jeff Klein's Lehman Brothers Experience July 2006 - September 2008
Job Quant Trader at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital September 2008 - Present
Lehman Brothers July 2006 - September 2008
Education
University of Pennsylvania 2002 — 2006
BAS, Computer Science
University of Pennsylvania - The Wharton School 2002 — 2006
BS, Finance
Barclays Capital September 2008 - Present
Lehman Brothers July 2006 - September 2008
Education
University of Pennsylvania 2002 — 2006
BAS, Computer Science
University of Pennsylvania - The Wharton School 2002 — 2006
BS, Finance
Manay Patel's Lehman Brothers Experience January 2006 - September 2008
Job Managing Director at Barclays Investment Bank
Industry Investment Banking
Experience
Barclays Investment Bank January 2013 - Present
Barclays Capital September 2008 - February 2013
Lehman Brothers January 2006 - September 2008
Morgan Stanley June 2000 - January 2006
Skills
Investment Banking, Capital Markets, Fixed Income, Derivatives, Credit Derivatives, Financial Modeling, FX Options, Interest Rate..., Swaps, Private Equity
Education
University of Pennsylvania 1996 — 2000
BAS, Computer Science
Wharton School, University of Pennsylvania 1996 — 2000
BS, Economics
Barclays Investment Bank January 2013 - Present
Barclays Capital September 2008 - February 2013
Lehman Brothers January 2006 - September 2008
Morgan Stanley June 2000 - January 2006
Skills
Investment Banking, Capital Markets, Fixed Income, Derivatives, Credit Derivatives, Financial Modeling, FX Options, Interest Rate..., Swaps, Private Equity
Education
University of Pennsylvania 1996 — 2000
BAS, Computer Science
Wharton School, University of Pennsylvania 1996 — 2000
BS, Economics
Catherine Hemingford's Lehman Brothers Experience September 2003 - April 2007
Job CEO at Avimore Holdings
Industry Venture Capital & Private Equity
Experience
Avimore Holdings May 2007 - Present
Lehman Brothers September 2003 - April 2007
Foreign and Commonwealth Office March 1997 - August 2003
Education
Oxford University
Master of Arts (MA), English Literature (British and Commonwealth)
Avimore Holdings May 2007 - Present
Lehman Brothers September 2003 - April 2007
Foreign and Commonwealth Office March 1997 - August 2003
Education
Oxford University
Master of Arts (MA), English Literature (British and Commonwealth)
Marc DeFife's Lehman Brothers Experience 2000 - 2008
Job President at Hunt Financial Securities
Industry Investment Management
Experience
Hunt Companies 2015 - Present
Jefferies & Company 2009 - 2015
Lehman Brothers 2000 - 2008
Education
University of Notre Dame
Hunt Companies 2015 - Present
Jefferies & Company 2009 - 2015
Lehman Brothers 2000 - 2008
Education
University of Notre Dame
Christopher Cooney's Lehman Brothers Experience June 1998 - September 2008
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2010 - Present
Barclays Investment Bank August 2009 - October 2010
Tullett Prebon 2008 - 2009
Lehman Brothers June 1998 - September 2008
Skills
Equities, Fixed Income, Capital Markets, Series 7, Derivatives, Bloomberg, Securities, Series 63, Investments, Options
Education
Wharton School, University of Pennsylvania 1994 — 1998
Bachelor of Science (BS), Finance, General
University of Pennsylvania
Morgan Stanley October 2010 - Present
Barclays Investment Bank August 2009 - October 2010
Tullett Prebon 2008 - 2009
Lehman Brothers June 1998 - September 2008
Skills
Equities, Fixed Income, Capital Markets, Series 7, Derivatives, Bloomberg, Securities, Series 63, Investments, Options
Education
Wharton School, University of Pennsylvania 1994 — 1998
Bachelor of Science (BS), Finance, General
University of Pennsylvania
amy raskin's Lehman Brothers Experience June 1995 - February 1999
Job Global Director of Growth Equity Research at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein October 2000 - Present
DLJ March 1999 - October 2000
Lehman Brothers June 1995 - February 1999
Skills
Equities, Hedge Funds, Bloomberg, Equity Research, Alternative Investments, Fixed Income, Asset Management, Portfolio Management, Financial Modeling, Asset Allocation, Valuation, Investment Management, Investments, Investment Strategies, Capital Markets
Education
University of Pennsylvania 1989 — 1993
Bachelor of Engineering (BEng), Systems Engineering
AllianceBernstein October 2000 - Present
DLJ March 1999 - October 2000
Lehman Brothers June 1995 - February 1999
Skills
Equities, Hedge Funds, Bloomberg, Equity Research, Alternative Investments, Fixed Income, Asset Management, Portfolio Management, Financial Modeling, Asset Allocation, Valuation, Investment Management, Investments, Investment Strategies, Capital Markets
Education
University of Pennsylvania 1989 — 1993
Bachelor of Engineering (BEng), Systems Engineering
Nick Howard's Lehman Brothers Experience January 1993 - September 2008
Job Managing Director at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank September 2008 - Present
Lehman Brothers January 1993 - September 2008
Education
University of Oxford
Barclays Investment Bank September 2008 - Present
Lehman Brothers January 1993 - September 2008
Education
University of Oxford
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS