Lehman Brothers
Industry: Investment banking company
DescriptionLehman Brothers Holdings Inc. was a global financial services firm. Before filing for bankruptcy in 2008, Lehman was the fourth-largest investment bank in the United States, doing business in investment ... Ceased operations: 2008 Headquarters: New York City, New York, United States Number of employees: 26,200 (2008) Parent organizations: Lehman (Cayman Islands) Ltd, Lehman Brothers Holdings Subsidiaries: Trilantic Capital Partners, Founders: Henry Lehman, Emanuel Lehman, Mayer Lehman
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10,333 Lehman Brothers employees in database. Find out everything there's to know about Lehman Brothers employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Lehman Brothers Employees
Employee
Years
Job
Industry
Matthew Jacobson Matthew Jacobson's Lehman Brothers Experience 2006 - 2008
Job General Partner at ICONIQ
Industry Venture Capital & Private Equity
Experience
kCura January 2015 - Present
Sprinklr December 2014 - Present
ICONIQ Capital September 2013 - Present
ICONIQ Strategic Partners September 2013 - Present
Battery Ventures June 2012 - September 2013
Groupon April 2011 - June 2012
Technology Crossover Ventures July 2008 - May 2011
Lehman Brothers 2006 - 2008
Skills
Venture Capital, Private Equity, Corporate Development, Mergers, Start-ups, Investment Banking, Financial Modeling, Investments, Entrepreneurship, Valuation, Due Diligence, Corporate Finance, Equities, Angel Investing, Business Strategy, Business Development, Mergers & Acquisitions, Strategy
Education
University of Pennsylvania - The Wharton School 2002 — 2006
BS, Finance and Management
kCura January 2015 - Present
Sprinklr December 2014 - Present
ICONIQ Capital September 2013 - Present
ICONIQ Strategic Partners September 2013 - Present
Battery Ventures June 2012 - September 2013
Groupon April 2011 - June 2012
Technology Crossover Ventures July 2008 - May 2011
Lehman Brothers 2006 - 2008
Skills
Venture Capital, Private Equity, Corporate Development, Mergers, Start-ups, Investment Banking, Financial Modeling, Investments, Entrepreneurship, Valuation, Due Diligence, Corporate Finance, Equities, Angel Investing, Business Strategy, Business Development, Mergers & Acquisitions, Strategy
Education
University of Pennsylvania - The Wharton School 2002 — 2006
BS, Finance and Management
Vivian Adams, PHR Vivian Adams, PHR's Lehman Brothers Experience May 2008 - August 2008
Job Manager at Microsoft
Industry Computer Software
Shideh Theunissen Shideh Theunissen's Lehman Brothers Experience August 1987 - March 1992
Job Private Bank / Wealth Management Executive
Industry Investment Management
Experience
J.P. Morgan July 2004 - December 2014
Citigroup July 2000 - June 2004
J.P. Morgan July 1995 - June 2000
Goldman Sachs July 1993 - July 1995
Lehman Brothers August 1987 - March 1992
Education
University of Pennsylvania - The Wharton School 1992 — 1994
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania - The Lauder Institute 1992 — 1994
Master's Degree, International Studies/ The Lauder Institute - German program
University of Pennsylvania - The Wharton School
BS in Economics, Finance / Biochemistry
Smith College
Bachelor's Degree
Connelly School of the Holy Child, Potomac, MD
J.P. Morgan July 2004 - December 2014
Citigroup July 2000 - June 2004
J.P. Morgan July 1995 - June 2000
Goldman Sachs July 1993 - July 1995
Lehman Brothers August 1987 - March 1992
Education
University of Pennsylvania - The Wharton School 1992 — 1994
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania - The Lauder Institute 1992 — 1994
Master's Degree, International Studies/ The Lauder Institute - German program
University of Pennsylvania - The Wharton School
BS in Economics, Finance / Biochemistry
Smith College
Bachelor's Degree
Connelly School of the Holy Child, Potomac, MD
Vasanth Mohanraj's Lehman Brothers Experience May 2007 - August 2007
Job
Industry Information Technology and Services
Experience
OfflineMarkets July 2012 - Present
Intel Corporation, Digital Media Group 2010 - 2012
Intel Capital 2008 - 2010
Lehman Brothers May 2007 - August 2007
Mercer Management Consulting 2004 - 2006
General Mills 2003 - 2004
General Mills 2002 - 2003
Skills
Strategic Partnerships, Venture Capital, Corporate Development, Strategy, Business Development, Business Strategy, Automobile, E-commerce, Start-ups, Entrepreneurship, Management, Digital Media, Competitive Analysis
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA
Washington University in St. Louis 1998 — 2002
BS
OfflineMarkets July 2012 - Present
Intel Corporation, Digital Media Group 2010 - 2012
Intel Capital 2008 - 2010
Lehman Brothers May 2007 - August 2007
Mercer Management Consulting 2004 - 2006
General Mills 2003 - 2004
General Mills 2002 - 2003
Skills
Strategic Partnerships, Venture Capital, Corporate Development, Strategy, Business Development, Business Strategy, Automobile, E-commerce, Start-ups, Entrepreneurship, Management, Digital Media, Competitive Analysis
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA
Washington University in St. Louis 1998 — 2002
BS
Samantha Shevins Samantha Shevins's Lehman Brothers Experience July 2000 - November 2002
Job Therapeutics analyst at Visium Asset Management
Industry Financial Services
Experience
Visium Asset Management April 2013 - Present
Trellus Management March 2003 - March 2013
Lehman Brothers July 2000 - November 2002
Education
Wharton School, University of Pennsylvania 1996 — 2000
Bachelor of Science (B.S.), Finance and Marketing
Visium Asset Management April 2013 - Present
Trellus Management March 2003 - March 2013
Lehman Brothers July 2000 - November 2002
Education
Wharton School, University of Pennsylvania 1996 — 2000
Bachelor of Science (B.S.), Finance and Marketing
Jonathan Rodriguez Jonathan Rodriguez's Lehman Brothers Experience June 2008 - August 2008
Job Analyst at Calixto Global Investors, LP
Industry Investment Management
Experience
Calixto Global Investors, LP January 2014 - Present
Irving Place Capital July 2012 - January 2014
Perella Weinberg Partners August 2010 - July 2012
Perella Weinberg Partners June 2009 - August 2009
Lehman Brothers June 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelors of Science in Economics, Finance and Accounting
Calixto Global Investors, LP January 2014 - Present
Irving Place Capital July 2012 - January 2014
Perella Weinberg Partners August 2010 - July 2012
Perella Weinberg Partners June 2009 - August 2009
Lehman Brothers June 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelors of Science in Economics, Finance and Accounting
Raymond Win Raymond Win's Lehman Brothers Experience June 2006 - September 2008
Job
Industry Internet
Experience
Google September 2012 - November 2013
KIXEYE June 2012 - July 2012
Dodge & Cox May 2010 - June 2012
Barclays Capital September 2008 - May 2010
Lehman Brothers June 2006 - September 2008
Skills
Equity Research, Equities, Valuation, Financial Modeling, Hedge Funds, Bloomberg, Investment Banking, Fixed Income, Private Equity, Alternative Investments, Value Investing, Investments, Portfolio Management, Equity Valuation, Capital Markets, Asset Managment, Corporate Finance, Venture Capital, Emerging Markets, Financial Analysis, Strategy, Strategic Partnerships, Corporate Development, Business Development, Analysis, Management, Business Strategy, Analytics, Competitive Analysis
Education
University of Pennsylvania - The Wharton School 2002 — 2006
Economics
Damien High School 1998 — 2002
Google September 2012 - November 2013
KIXEYE June 2012 - July 2012
Dodge & Cox May 2010 - June 2012
Barclays Capital September 2008 - May 2010
Lehman Brothers June 2006 - September 2008
Skills
Equity Research, Equities, Valuation, Financial Modeling, Hedge Funds, Bloomberg, Investment Banking, Fixed Income, Private Equity, Alternative Investments, Value Investing, Investments, Portfolio Management, Equity Valuation, Capital Markets, Asset Managment, Corporate Finance, Venture Capital, Emerging Markets, Financial Analysis, Strategy, Strategic Partnerships, Corporate Development, Business Development, Analysis, Management, Business Strategy, Analytics, Competitive Analysis
Education
University of Pennsylvania - The Wharton School 2002 — 2006
Economics
Damien High School 1998 — 2002
David Herrmann's Lehman Brothers Experience September 2003 - September 2008
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2010 - Present
DJH Holdings 2013 - Present
Kahoots! March 2012 - July 2014
Knight Capital Group November 2008 - January 2010
Lehman Brothers September 2003 - September 2008
Education
University of Pennsylvania - The Wharton School 1999 — 2003
Bachelor of Science, Economics
Lincoln Park High School 1995 — 1999
Morgan Stanley January 2010 - Present
DJH Holdings 2013 - Present
Kahoots! March 2012 - July 2014
Knight Capital Group November 2008 - January 2010
Lehman Brothers September 2003 - September 2008
Education
University of Pennsylvania - The Wharton School 1999 — 2003
Bachelor of Science, Economics
Lincoln Park High School 1995 — 1999
Andrea M. French Andrea M. French's Lehman Brothers Experience May 2008 - July 2008
Job Business Manager at Walmart eCommerce
Industry Internet
Experience
Walmart eCommerce September 2014 - Present
Presence Product Group, LLC September 2014 - September 2014
PayNearMe May 2014 - September 2014
Kapor Capital June 2013 - August 2013
Deloitte Consulting July 2009 - May 2012
Lehman Brothers May 2008 - July 2008
Lehman Brothers May 2007 - July 2007
Skills
Analysis, Strategy, Due Diligence, Management, Business Strategy, Healthcare Information..., Analytics, Financial Analysis, Program Management, Start-ups, Entrepreneurship, Strategic Planning, Leadership, Competitive Analysis, Business Development
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA)
Spelman College 2005 — 2009
Bachelors of Arts, Economics
Walmart eCommerce September 2014 - Present
Presence Product Group, LLC September 2014 - September 2014
PayNearMe May 2014 - September 2014
Kapor Capital June 2013 - August 2013
Deloitte Consulting July 2009 - May 2012
Lehman Brothers May 2008 - July 2008
Lehman Brothers May 2007 - July 2007
Skills
Analysis, Strategy, Due Diligence, Management, Business Strategy, Healthcare Information..., Analytics, Financial Analysis, Program Management, Start-ups, Entrepreneurship, Strategic Planning, Leadership, Competitive Analysis, Business Development
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA)
Spelman College 2005 — 2009
Bachelors of Arts, Economics
Shayan Habib Shayan Habib's Lehman Brothers Experience 2001 - 2008
Job CFO / COO at EcoFactor
Industry Venture Capital & Private Equity
Experience
EcoFactor January 2015 - Present
Nezal Entertainment 2012 - Present
Diagnosoft, Inc. January 2011 - Present
Ensphere Solutions January 2012 - Present
Offerna October 2011 - Present
DrBridge April 2012 - January 2015
Ideavelopers November 2010 - January 2015
Arrow Capital 2008 - September 2010
Taxila Services (Pvt.) Limited July 2009 - August 2010
Lehman Brothers 2001 - 2008
Skills
Investments, Start-ups, Due Diligence, Venture Capital, Portfolio Management, Financial Analysis, Investment Banking, Valuation, Private Equity, Equities, Hedge Funds, Capital Markets, Strategy, Financial Modeling, Management Consulting, Fixed Income, Financial Structuring, Investor Relations, Credit, Securitization, CRM, Executive Management, Market Research, Negotiation, Training, Emerging Markets, Payments, SaaS, Strategic Partnerships, Business Development, Entrepreneurship, New Business Development, Technology, Corporate Development, Angel Investing, Corporate Finance, Mergers & Acquisitions, Alternative Investments, Structured Products, Business Strategy
Education
University of Pennsylvania
Bachelor of Arts (B.A.), Economics, Mathematics and International Relations
EcoFactor January 2015 - Present
Nezal Entertainment 2012 - Present
Diagnosoft, Inc. January 2011 - Present
Ensphere Solutions January 2012 - Present
Offerna October 2011 - Present
DrBridge April 2012 - January 2015
Ideavelopers November 2010 - January 2015
Arrow Capital 2008 - September 2010
Taxila Services (Pvt.) Limited July 2009 - August 2010
Lehman Brothers 2001 - 2008
Skills
Investments, Start-ups, Due Diligence, Venture Capital, Portfolio Management, Financial Analysis, Investment Banking, Valuation, Private Equity, Equities, Hedge Funds, Capital Markets, Strategy, Financial Modeling, Management Consulting, Fixed Income, Financial Structuring, Investor Relations, Credit, Securitization, CRM, Executive Management, Market Research, Negotiation, Training, Emerging Markets, Payments, SaaS, Strategic Partnerships, Business Development, Entrepreneurship, New Business Development, Technology, Corporate Development, Angel Investing, Corporate Finance, Mergers & Acquisitions, Alternative Investments, Structured Products, Business Strategy
Education
University of Pennsylvania
Bachelor of Arts (B.A.), Economics, Mathematics and International Relations
Paul McDonald Paul McDonald's Lehman Brothers Experience July 2007 - September 2008
Job Vice President at BNP Paribas
Industry Financial Services
Experience
BNP Paribas June 2014 - Present
Barclays September 2008 - January 2014
Lehman Brothers July 2007 - September 2008
Deutsche Bank June 2005 - June 2007
Education
University of Pennsylvania - The Wharton School 2001 — 2005
Bachelor of Science (BS), Economics
Chaminade High School 1997 — 2001
BNP Paribas June 2014 - Present
Barclays September 2008 - January 2014
Lehman Brothers July 2007 - September 2008
Deutsche Bank June 2005 - June 2007
Education
University of Pennsylvania - The Wharton School 2001 — 2005
Bachelor of Science (BS), Economics
Chaminade High School 1997 — 2001
Jeff Schwartz Jeff Schwartz's Lehman Brothers Experience 2000 - 2005
Job Managing Partner at Corbel Structured Equity Partners
Industry Venture Capital & Private Equity
Experience
Corbel Structured Equity Partners September 2013 - Present
The Gores Group 2010 - 2013
Ares Management 2005 - 2010
Lehman Brothers 2000 - 2005
Wasserstein Perella 1996 - 1999
Skills
Private Equity, LBO, Mergers & Acquisitions, M&A experience, Valuation, Due Diligence, Financial Modeling, Leveraged Finance, Board of Directors, Business Acquisition...
Education
University of Pennsylvania - The Wharton School 1992 — 1996
Bachelor of Science (BS), Economics
Corbel Structured Equity Partners September 2013 - Present
The Gores Group 2010 - 2013
Ares Management 2005 - 2010
Lehman Brothers 2000 - 2005
Wasserstein Perella 1996 - 1999
Skills
Private Equity, LBO, Mergers & Acquisitions, M&A experience, Valuation, Due Diligence, Financial Modeling, Leveraged Finance, Board of Directors, Business Acquisition...
Education
University of Pennsylvania - The Wharton School 1992 — 1996
Bachelor of Science (BS), Economics
Joseph Samperi, MBA Joseph Samperi, MBA's Lehman Brothers Experience May 2000 - February 2002
Job Executive Sales Professional at Sanofi
Industry Pharmaceuticals
Experience
Sanofi February 2014 - Present
Amgen September 2013 - February 2014
Baxter Healthcare February 2012 - September 2013
sanofi-aventis October 2004 - February 2012
sanofi-aventis February 2002 - October 2004
Lehman Brothers May 2000 - February 2002
Deutsche Bank August 1998 - May 2000
Deutsche Bank August 1997 - August 1998
Skills
Closing, Learning, Negotiation, Cardiology, Neurology, Psychiatry, Electrophysiology, Obstetrics, Internal Medicine, Institutional, Sales Operations, Rheumatology, Forecasting, Urology, Pharmaceutical Sales, Hospital Sales, Pharmaceutical Industry, Endocrinology, Pulmonology, Product Launch, OB/GYN, Allergy, Managed Care, Training, Infectious Diseases, Hypertension, Buy, Budgets, Osteoporosis, Biotechnology, Primary Care, Asthma
Education
University of Phoenix 2003 — 2005
MBA, Marketing
Rutgers University 1993 — 1997
BS, Accounting
Sanofi February 2014 - Present
Amgen September 2013 - February 2014
Baxter Healthcare February 2012 - September 2013
sanofi-aventis October 2004 - February 2012
sanofi-aventis February 2002 - October 2004
Lehman Brothers May 2000 - February 2002
Deutsche Bank August 1998 - May 2000
Deutsche Bank August 1997 - August 1998
Skills
Closing, Learning, Negotiation, Cardiology, Neurology, Psychiatry, Electrophysiology, Obstetrics, Internal Medicine, Institutional, Sales Operations, Rheumatology, Forecasting, Urology, Pharmaceutical Sales, Hospital Sales, Pharmaceutical Industry, Endocrinology, Pulmonology, Product Launch, OB/GYN, Allergy, Managed Care, Training, Infectious Diseases, Hypertension, Buy, Budgets, Osteoporosis, Biotechnology, Primary Care, Asthma
Education
University of Phoenix 2003 — 2005
MBA, Marketing
Rutgers University 1993 — 1997
BS, Accounting
Stephanie (Yarcia) Little Stephanie (Yarcia) Little's Lehman Brothers Experience 2004 - 2008
Job Executive Director at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan April 2014 - Present
J.P. Morgan 2011 - 2014
Barclays Investment Bank 2008 - 2011
Lehman Brothers 2004 - 2008
Education
University of Pennsylvania 2000 — 2004
Bachelor of Arts (B.A.), Economics and Communication, Summa Cum Laude
J.P. Morgan April 2014 - Present
J.P. Morgan 2011 - 2014
Barclays Investment Bank 2008 - 2011
Lehman Brothers 2004 - 2008
Education
University of Pennsylvania 2000 — 2004
Bachelor of Arts (B.A.), Economics and Communication, Summa Cum Laude
Beth Starr Beth Starr's Lehman Brothers Experience June 1991 - October 2008
Job Managing Director at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company December 2008 - January 2012
Lehman Brothers June 1991 - October 2008
Merrill Lynch 1987 - 1991
Skills
Structured Finance, MBS, ABS, Derivatives, Credit, Capital Markets, Financial Structuring, Alternative Investments, Bloomberg, Fixed Income, Hedge Funds, Management, Bonds, Structured Products, Product Management, Prime Brokerage, Investment Banking, Private Equity
Education
University of Pennsylvania - The Wharton School 1983 — 1987
BSE, Finance & Political Science
Jefferies & Company December 2008 - January 2012
Lehman Brothers June 1991 - October 2008
Merrill Lynch 1987 - 1991
Skills
Structured Finance, MBS, ABS, Derivatives, Credit, Capital Markets, Financial Structuring, Alternative Investments, Bloomberg, Fixed Income, Hedge Funds, Management, Bonds, Structured Products, Product Management, Prime Brokerage, Investment Banking, Private Equity
Education
University of Pennsylvania - The Wharton School 1983 — 1987
BSE, Finance & Political Science
Nathan Allison, Jr.'s Lehman Brothers Experience July 1999 - November 2002
Job Chief Executive Officer at Hadley Real Estate
Industry Real Estate
Experience
Hadley Real Estate July 2011 - Present
PREIT December 2002 - July 2011
Lehman Brothers July 1999 - November 2002
GMAC Commercial Mortgage May 1998 - January 1999
Skills
Real Estate Development, Real Estate, Due Diligence, Disposition, Investments, Real Estate Transactions, Investment Properties, Real Estate Economics, Commercial Real Estate, Financial Modeling, Leases, Property Management, Real Estate Financing, Mergers
Education
University of Pennsylvania - The Wharton School 1995 — 1999
Bachelor of Science and Economics
Hadley Real Estate July 2011 - Present
PREIT December 2002 - July 2011
Lehman Brothers July 1999 - November 2002
GMAC Commercial Mortgage May 1998 - January 1999
Skills
Real Estate Development, Real Estate, Due Diligence, Disposition, Investments, Real Estate Transactions, Investment Properties, Real Estate Economics, Commercial Real Estate, Financial Modeling, Leases, Property Management, Real Estate Financing, Mergers
Education
University of Pennsylvania - The Wharton School 1995 — 1999
Bachelor of Science and Economics
Taryn Goodman Taryn Goodman's Lehman Brothers Experience July 2007 - September 2008
Job VP Finance at Industrial Rivet & Fastener Co | Where Family is our Fastener
Industry Logistics and Supply Chain
Experience
Industrial Rivet & Fastener Co May 2014 - Present
Industrial Rivet & Fastener Co March 2012 - May 2014
Barclays Capital July 2011 - November 2011
Barclays Capital September 2008 - July 2011
Lehman Brothers July 2007 - September 2008
Skills
Derivatives, Investment Banking, Capital Markets, Bloomberg, Corporate Finance, Fixed Income, Finance, Financial Analysis, Interest Rate..., Valuation, Financial Risk, Risk Management, Mergers & Acquisitions, Financial Modeling, Financial Markets
Education
Wharton School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Management
Williams College 2004 — 2008
Bachelor of Arts (BA), Biology and Economics
Industrial Rivet & Fastener Co May 2014 - Present
Industrial Rivet & Fastener Co March 2012 - May 2014
Barclays Capital July 2011 - November 2011
Barclays Capital September 2008 - July 2011
Lehman Brothers July 2007 - September 2008
Skills
Derivatives, Investment Banking, Capital Markets, Bloomberg, Corporate Finance, Fixed Income, Finance, Financial Analysis, Interest Rate..., Valuation, Financial Risk, Risk Management, Mergers & Acquisitions, Financial Modeling, Financial Markets
Education
Wharton School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Management
Williams College 2004 — 2008
Bachelor of Arts (BA), Biology and Economics
Danish Munir Danish Munir's Lehman Brothers Experience May 2008 - July 2008
Job Writer of Codes at 1DocWay; Web Developer at CenterPointe Hospital;
Industry Computer Software
Experience
1DocWay May 2011 - Present
CenterPointe Hospital May 2011 - Present
Ishqr September 2014 - December 2014
Microsoft October 2009 - July 2011
Lehman Brothers May 2008 - July 2008
Wharton Entreprenurial Programs 2007 - 2008
Linguistics Data Consortium March 2006 - September 2007
JPMorgan Broking Pakistan June 2007 - August 2007
Skills
Valuation, Financial Modeling, Analysis, Equity Research, Capital Markets, Software Development, Agile Methodologies, Entrepreneurship, Program Management, Programming, Product Management, Algorithms, Strategy
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor of Science in Engineering, Computer Information Sciences
IBA (Institute of Business Administration, Karachi University) 2004 — 2005
BBA-MIS, Business, Maganament Information Systems
Karachi Grammar School 2002 — 2004
High School/A levels
1DocWay May 2011 - Present
CenterPointe Hospital May 2011 - Present
Ishqr September 2014 - December 2014
Microsoft October 2009 - July 2011
Lehman Brothers May 2008 - July 2008
Wharton Entreprenurial Programs 2007 - 2008
Linguistics Data Consortium March 2006 - September 2007
JPMorgan Broking Pakistan June 2007 - August 2007
Skills
Valuation, Financial Modeling, Analysis, Equity Research, Capital Markets, Software Development, Agile Methodologies, Entrepreneurship, Program Management, Programming, Product Management, Algorithms, Strategy
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor of Science in Engineering, Computer Information Sciences
IBA (Institute of Business Administration, Karachi University) 2004 — 2005
BBA-MIS, Business, Maganament Information Systems
Karachi Grammar School 2002 — 2004
High School/A levels
Seth J. Lehr's Lehman Brothers Experience 1985 - 1992
Job Partner at LLR Partners
Industry Venture Capital & Private Equity
Experience
LLR Partners 1999 - Present
Legg Mason 1992 - 1999
Lehman Brothers 1985 - 1992
Skills
Growth Capital, Private Equity, Venture Capital, Buyouts, Middle Market, Recapitalizations, Mergers, Investments, Business Strategy, Financial Services, Business Services
Education
University of Pennsylvania - The Wharton School 1974 — 1983
BS and MBA, Economics and Finance
LLR Partners 1999 - Present
Legg Mason 1992 - 1999
Lehman Brothers 1985 - 1992
Skills
Growth Capital, Private Equity, Venture Capital, Buyouts, Middle Market, Recapitalizations, Mergers, Investments, Business Strategy, Financial Services, Business Services
Education
University of Pennsylvania - The Wharton School 1974 — 1983
BS and MBA, Economics and Finance
Karen Worthing Karen Worthing's Lehman Brothers Experience 1990 - 1994
Job Vice President, Program Management, Corporate & Investment Banking at Citi
Industry Higher Education
Experience
Citi March 2014 - Present
Barnard College 2012 - March 2014
Lehman Brothers 1990 - 1994
Goldman Sachs 1985 - 1990
Skills
Social Networking, Teaching, Recruiting, Leadership Development
Education
Wharton School, University of Pennsylvania 1983 — 1985
Master of Business Administration (MBA)
Yale University 1977 — 1981
Bachelor of Arts (B.A.), Economics and Mathematics
Citi March 2014 - Present
Barnard College 2012 - March 2014
Lehman Brothers 1990 - 1994
Goldman Sachs 1985 - 1990
Skills
Social Networking, Teaching, Recruiting, Leadership Development
Education
Wharton School, University of Pennsylvania 1983 — 1985
Master of Business Administration (MBA)
Yale University 1977 — 1981
Bachelor of Arts (B.A.), Economics and Mathematics
Rachel Steel Cohn Rachel Steel Cohn's Lehman Brothers Experience 1997 - 1999
Job
Industry Internet
Experience
Facebook 2013 - Present
Facebook 2010 - Present
Kraft Foods 2003 - 2010
NBCi 1999 - 2000
Lehman Brothers 1997 - 1999
Skills
Social Media, Digital Media, Facebook, Marketing Research, Integrated Marketing, Brand Management, P&L responsibility, Marketing Strategy, Business Strategy, New Business Development, Advertising Sales, Creative Strategy, Digital Marketing, Business Development, Marketing, P&L Management, Global Marketing, Strategy, Strategic Planning, Competitive Analysis, Customer Insight
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Marketing
Williams College
BA, Economics, Art History
Facebook 2013 - Present
Facebook 2010 - Present
Kraft Foods 2003 - 2010
NBCi 1999 - 2000
Lehman Brothers 1997 - 1999
Skills
Social Media, Digital Media, Facebook, Marketing Research, Integrated Marketing, Brand Management, P&L responsibility, Marketing Strategy, Business Strategy, New Business Development, Advertising Sales, Creative Strategy, Digital Marketing, Business Development, Marketing, P&L Management, Global Marketing, Strategy, Strategic Planning, Competitive Analysis, Customer Insight
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Marketing
Williams College
BA, Economics, Art History
Jeff Hooke Jeff Hooke's Lehman Brothers Experience 1987 - 1991
Job managing director at focus securities
Industry Investment Banking
Experience
Security Analysis and Business Valuation on Wall Street + Companion Web Site: A Comprehensive Guide April 2010 - Present
Focus Securities May 2009 - Present
new york institute of finance July 2005 - Present
hooke associates, llc March 1999 - Present
maryland tax education foundation 2001 - 2011
hooke associates January 1999 - April 2009
Altus Associates January 2006 - January 2009
emerging markets partnership January 1997 - July 1999
lehman brothers 1987 - 1991
Skills
Finance, Valuation, Strategic Planning, Corporate Finance, Equities, Private Equity, Mergers & Acquisitions, Investments, Emerging Markets, Business Valuation, Investment Banking, Venture Capital, Structured Finance, Hedge Funds, Alternative Investments, Financial Modeling, Mergers
Education
University of Pennsylvania - The Wharton School 1976 — 1977
MBA, Finance
University of Pennsylvania - The Wharton School
BS, MBA
Security Analysis and Business Valuation on Wall Street + Companion Web Site: A Comprehensive Guide April 2010 - Present
Focus Securities May 2009 - Present
new york institute of finance July 2005 - Present
hooke associates, llc March 1999 - Present
maryland tax education foundation 2001 - 2011
hooke associates January 1999 - April 2009
Altus Associates January 2006 - January 2009
emerging markets partnership January 1997 - July 1999
lehman brothers 1987 - 1991
Skills
Finance, Valuation, Strategic Planning, Corporate Finance, Equities, Private Equity, Mergers & Acquisitions, Investments, Emerging Markets, Business Valuation, Investment Banking, Venture Capital, Structured Finance, Hedge Funds, Alternative Investments, Financial Modeling, Mergers
Education
University of Pennsylvania - The Wharton School 1976 — 1977
MBA, Finance
University of Pennsylvania - The Wharton School
BS, MBA
Stuart Pulvirent's Lehman Brothers Experience October 1989 - May 1996
Job Financial Advisor at Merrill Lynch The LE Group
Industry Investment Management
Experience
Merrill Lynch March 2012 - Present
Merlin Securities July 2011 - December 2011
Beacon Trust Company August 2009 - December 2010
ThinkEquity LLC July 2004 - July 2009
Axia Capital Management January 2002 - July 2004
Zweig-Dimenna Associates November 1998 - December 2000
ING Furman Selz May 1996 - November 1998
Lehman Brothers October 1989 - May 1996
Prudential Securities August 1984 - October 1989
DuPont August 1980 - July 1982
Skills
Wealth Management, Portfolio Management, Equities, Alternative Investments, Asset Management, Hedge Funds, Investments, Equity Research, Capital Markets, Investment Management, Research Management, Valuation
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance
Northwestern University, McCormick School of Engineering 1976 — 1980
B.S, Chemical Engineering
John F. Kennedy High School
Merrill Lynch March 2012 - Present
Merlin Securities July 2011 - December 2011
Beacon Trust Company August 2009 - December 2010
ThinkEquity LLC July 2004 - July 2009
Axia Capital Management January 2002 - July 2004
Zweig-Dimenna Associates November 1998 - December 2000
ING Furman Selz May 1996 - November 1998
Lehman Brothers October 1989 - May 1996
Prudential Securities August 1984 - October 1989
DuPont August 1980 - July 1982
Skills
Wealth Management, Portfolio Management, Equities, Alternative Investments, Asset Management, Hedge Funds, Investments, Equity Research, Capital Markets, Investment Management, Research Management, Valuation
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance
Northwestern University, McCormick School of Engineering 1976 — 1980
B.S, Chemical Engineering
John F. Kennedy High School
Robert Petroro Robert Petroro's Lehman Brothers Experience January 1995 - August 1997
Job President at Family First HomeCare, LLC
Industry Hospital & Health Care
Experience
Family First HomeCare, LLC March 2008 - Present
Family First HomeCare 2008 - 2011
Maersk Logistics March 2007 - March 2008
Hamburg Sud North America, Inc. July 2000 - February 2007
Wiss & Company 1998 - 2000
Lehman Brothers January 1995 - August 1997
Depository Trust Company 1987 - December 1995
Skills
Fall Prevention, Home Care Options, Home Care, Elder Care, Healthcare, Budgets, Long-term Care, Seniors, Supervisory Skills, Operations Management, Medicare, Personal Care, EMR, Medicaid, Managed Care, Healthcare Management, Strategic Planning, Healthcare Industry, Marketing, Team Building, Employee Benefits, Public Speaking, Cpr Certified, Leadership Development, Accounting, Management, Coaching, Nonprofits, Financial Reporting, Process Improvement, Healthcare Consulting, Start-ups, Leadership, Contract Negotiation, Entrepreneurship, Strategy
Education
University of Phoenix 2004 — 2009
MBA
Saint John's University 1982 — 1986
Bachelor of Science, Management
Family First HomeCare, LLC March 2008 - Present
Family First HomeCare 2008 - 2011
Maersk Logistics March 2007 - March 2008
Hamburg Sud North America, Inc. July 2000 - February 2007
Wiss & Company 1998 - 2000
Lehman Brothers January 1995 - August 1997
Depository Trust Company 1987 - December 1995
Skills
Fall Prevention, Home Care Options, Home Care, Elder Care, Healthcare, Budgets, Long-term Care, Seniors, Supervisory Skills, Operations Management, Medicare, Personal Care, EMR, Medicaid, Managed Care, Healthcare Management, Strategic Planning, Healthcare Industry, Marketing, Team Building, Employee Benefits, Public Speaking, Cpr Certified, Leadership Development, Accounting, Management, Coaching, Nonprofits, Financial Reporting, Process Improvement, Healthcare Consulting, Start-ups, Leadership, Contract Negotiation, Entrepreneurship, Strategy
Education
University of Phoenix 2004 — 2009
MBA
Saint John's University 1982 — 1986
Bachelor of Science, Management
Angela E. Durham's Lehman Brothers Experience 2001 - 2008
Job
Industry Human Resources
Experience
Redwood Consulting 2010 - Present
Rutgers Business School 2013 - Present
Wyeth 2008 - 2009
Lehman Brothers 2001 - 2008
Lehman Brothers 1997 - 2001
Merrill Lynch 1996 - 1997
Citi 1990 - 1994
IBM 1984 - 1989
Skills
Coaching, Leading Change, Organizational Design, Succession Planning, Diversity & Inclusion, Executive Development, Talent Management, Human Capital, Employee Engagement, Organizational..., Leadership Development, Performance Improvement, Career Development, Human Resources, Organizational..., Emotional Intelligence, Executive Coaching, Strategy, Leadership, Consulting, Personnel Management, Workforce Planning, Change Management
Education
University of Pennsylvania - The Wharton School
MBA/BSE
iCoach NY
Redwood Consulting 2010 - Present
Rutgers Business School 2013 - Present
Wyeth 2008 - 2009
Lehman Brothers 2001 - 2008
Lehman Brothers 1997 - 2001
Merrill Lynch 1996 - 1997
Citi 1990 - 1994
IBM 1984 - 1989
Skills
Coaching, Leading Change, Organizational Design, Succession Planning, Diversity & Inclusion, Executive Development, Talent Management, Human Capital, Employee Engagement, Organizational..., Leadership Development, Performance Improvement, Career Development, Human Resources, Organizational..., Emotional Intelligence, Executive Coaching, Strategy, Leadership, Consulting, Personnel Management, Workforce Planning, Change Management
Education
University of Pennsylvania - The Wharton School
MBA/BSE
iCoach NY
Lesley Deutch's Lehman Brothers Experience July 1996 - June 1998
Job Senior Vice President at John Burns Real Estate Consulting
Industry Real Estate
Experience
John Burns Real Estate Consulting 2008 - Present
DB RREEF September 2000 - June 2003
Bankers Trust July 1998 - September 2000
Lehman Brothers July 1996 - June 1998
Education
University of Pennsylvania - The Wharton School 1992 — 1996
BA,BS, Economics
John Burns Real Estate Consulting 2008 - Present
DB RREEF September 2000 - June 2003
Bankers Trust July 1998 - September 2000
Lehman Brothers July 1996 - June 1998
Education
University of Pennsylvania - The Wharton School 1992 — 1996
BA,BS, Economics
Brian Bittner's Lehman Brothers Experience May 1992 - May 1996
Job Investments at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC January 2015 - Present
Dominick & Dominick LLC April 2014 - January 2015
ANE Capital Management, LLC 2005 - April 2014
The Chase Firm March 2011 - May 2012
RBC Capital Markets February 2003 - June 2005
CIBC World Markets February 1997 - February 2003
Lehman Brothers May 1992 - May 1996
Skills
Equities, Equity Research, Private Equity, Venture Capital, Trading, Fixed Income, Hedge Funds, Restructuring, Alternative Investments, Business Development, Investment Banking, Investments, Finance, Capital Markets, Corporate Finance, Asset Management, Securities, Financial Modeling, Equity Trading, Series 7, Series 63, Start-ups, Entrepreneurship, Private Placements, IPO, Structured Finance, Bloomberg, Financial Markets, Due Diligence, Portfolio Management, Wealth Management, Banking, Mutual Funds
Education
University of Pennsylvania - The Wharton School
Finance
Janney Montgomery Scott LLC January 2015 - Present
Dominick & Dominick LLC April 2014 - January 2015
ANE Capital Management, LLC 2005 - April 2014
The Chase Firm March 2011 - May 2012
RBC Capital Markets February 2003 - June 2005
CIBC World Markets February 1997 - February 2003
Lehman Brothers May 1992 - May 1996
Skills
Equities, Equity Research, Private Equity, Venture Capital, Trading, Fixed Income, Hedge Funds, Restructuring, Alternative Investments, Business Development, Investment Banking, Investments, Finance, Capital Markets, Corporate Finance, Asset Management, Securities, Financial Modeling, Equity Trading, Series 7, Series 63, Start-ups, Entrepreneurship, Private Placements, IPO, Structured Finance, Bloomberg, Financial Markets, Due Diligence, Portfolio Management, Wealth Management, Banking, Mutual Funds
Education
University of Pennsylvania - The Wharton School
Finance
Joe Pearlman's Lehman Brothers Experience July 1998 - March 1999
Job DevOps Professional
Industry Information Technology and Services
Experience
EMC October 2013 - Present
Albridge, an Affiliate of Pershing, a BNY Mellon Company August 2008 - October 2013
Schering-Plough December 2002 - August 2008
McKinsey & Company June 2002 - December 2002
Merrill Lynch April 1999 - April 2002
Lehman Brothers July 1998 - March 1999
Prudential Insurance November 1996 - June 1998
Spectrum Technology July 1995 - November 1996
Renault Véhicules Industriels 1983 - 1983
Skills
DevOps, Code Management, SDLC, Maven, Software Configuration..., Jenkins, Linux, Subversion, Cloud Foundry, Github, Release Management, Git, GruntJS, Gradle, Change Management, System Development Life..., Dependency Management, Software Development..., Agile Application..., Source Code Management, Integration, JIRA, Configuration Management, Version Control Tools, Software Project..., Shell Scripting, Library Management, Software Deployment, SCM, Process Improvement, Ant, Testing, Cloud Computing, MS Project, Java, Software Development, Program Management, Visual Studio, Architectures, Eclipse, Oracle, Enterprise Architecture, Bash, Workflow Software, Project Management Plan, Visio, Software Development..., Mobile Application...
Education
University of Phoenix 2002 — 2004
M.S.
The Chubb Institute 1990 — 1990
Diploma
University of Rhode Island 1979 — 1983
B.S.
EMC October 2013 - Present
Albridge, an Affiliate of Pershing, a BNY Mellon Company August 2008 - October 2013
Schering-Plough December 2002 - August 2008
McKinsey & Company June 2002 - December 2002
Merrill Lynch April 1999 - April 2002
Lehman Brothers July 1998 - March 1999
Prudential Insurance November 1996 - June 1998
Spectrum Technology July 1995 - November 1996
Renault Véhicules Industriels 1983 - 1983
Skills
DevOps, Code Management, SDLC, Maven, Software Configuration..., Jenkins, Linux, Subversion, Cloud Foundry, Github, Release Management, Git, GruntJS, Gradle, Change Management, System Development Life..., Dependency Management, Software Development..., Agile Application..., Source Code Management, Integration, JIRA, Configuration Management, Version Control Tools, Software Project..., Shell Scripting, Library Management, Software Deployment, SCM, Process Improvement, Ant, Testing, Cloud Computing, MS Project, Java, Software Development, Program Management, Visual Studio, Architectures, Eclipse, Oracle, Enterprise Architecture, Bash, Workflow Software, Project Management Plan, Visio, Software Development..., Mobile Application...
Education
University of Phoenix 2002 — 2004
M.S.
The Chubb Institute 1990 — 1990
Diploma
University of Rhode Island 1979 — 1983
B.S.
Jo Weiss Jo Weiss's Lehman Brothers Experience 2004 - 2008
Job Head of Social Responsibility at White & Case LLP
Industry Philanthropy
Experience
White & Case February 2009 - Present
Lehman Brothers 2004 - 2008
Catalyst, Inc. 1997 - 2003
New York City Opera 1992 - 1997
McKinsey & Company 1986 - 1991
Skills
Strategy, Fundraising, Non-profits, Management Consulting, Change Management, Program Management, Philanthropy, Internal Communications, Cross-functional Team..., Corporate Communications, Leadership, Corporate Social..., Team Building, Grants, Executive Management, Nonprofits, Business Development, Human Resources
Education
University of Pennsylvania - The Wharton School 1985 — 1986
MBA, Finance, nonprofit management
Wittenberg University 1977 — 1981
B.S., Political Science
White & Case February 2009 - Present
Lehman Brothers 2004 - 2008
Catalyst, Inc. 1997 - 2003
New York City Opera 1992 - 1997
McKinsey & Company 1986 - 1991
Skills
Strategy, Fundraising, Non-profits, Management Consulting, Change Management, Program Management, Philanthropy, Internal Communications, Cross-functional Team..., Corporate Communications, Leadership, Corporate Social..., Team Building, Grants, Executive Management, Nonprofits, Business Development, Human Resources
Education
University of Pennsylvania - The Wharton School 1985 — 1986
MBA, Finance, nonprofit management
Wittenberg University 1977 — 1981
B.S., Political Science
Helia L. Llompart Helia L. Llompart's Lehman Brothers Experience January 1996 - January 1999
Job Executive Assistant at Pershing a BNY Mellon Co.
Industry Capital Markets
Experience
Pershing, a BNY Mellon company July 2012 - Present
Fiserv October 2001 - December 2012
Popular North America January 2000 - January 2001
Lehman Brothers January 1996 - January 1999
Prudential Securities January 1992 - January 1996
Merrill Lynch January 1988 - January 1991
BHF-BANK January 1986 - January 1988
Banco de la Provincia de Bs January 1980 - January 1986
Skills
Lotus Notes, Training, PowerPoint, Visio, Administrative..., Software Documentation, Access, Calendars, Banking, Customer Service, Marketing, Project Management
Education
University of Phoenix 2011 — 2015
Associate of Arts (AA), Business Administration and Management, General
University of Phoenix 2009 — 2015
Associate’s Degree, Business Administration and Management, General
Pershing, a BNY Mellon company July 2012 - Present
Fiserv October 2001 - December 2012
Popular North America January 2000 - January 2001
Lehman Brothers January 1996 - January 1999
Prudential Securities January 1992 - January 1996
Merrill Lynch January 1988 - January 1991
BHF-BANK January 1986 - January 1988
Banco de la Provincia de Bs January 1980 - January 1986
Skills
Lotus Notes, Training, PowerPoint, Visio, Administrative..., Software Documentation, Access, Calendars, Banking, Customer Service, Marketing, Project Management
Education
University of Phoenix 2011 — 2015
Associate of Arts (AA), Business Administration and Management, General
University of Phoenix 2009 — 2015
Associate’s Degree, Business Administration and Management, General
Ken Tuchman Ken Tuchman's Lehman Brothers Experience 1981 - 1997
Job Vice Chairman at BMO Capital Markets
Industry Investment Banking
Experience
Smart & Final Stores,Inc September 2015 - Present
BMO Capital Markets 2010 - Present
Gordmans Stores 2010 - Present
Chasing the Dream Foundation 2011 - Present
Demoulas Supermarkets February 2010 - September 2012
Bank of America Merrill Lynch 2007 - 2009
Wasserstein Perella 1997 - 2007
Lehman Brothers 1981 - 1997
Fried Frank Harris Shriver & Jacobson 1976 - 1981
Skills
Asset Management, Investment Banking, Portfolio Management, Capital Markets, Strategy, Investments, Corporate Development, Private Equity, Management, Mergers & Acquisitions, Venture Capital, Hedge Funds, Bonds, LBO, Valuation, Fixed Income, Equities, Corporate Finance, Leveraged Finance, Financial Structuring
Education
University of Pennsylvania - The Wharton School
MBA
University of Pennsylvania Law School
JD
Smart & Final Stores,Inc September 2015 - Present
BMO Capital Markets 2010 - Present
Gordmans Stores 2010 - Present
Chasing the Dream Foundation 2011 - Present
Demoulas Supermarkets February 2010 - September 2012
Bank of America Merrill Lynch 2007 - 2009
Wasserstein Perella 1997 - 2007
Lehman Brothers 1981 - 1997
Fried Frank Harris Shriver & Jacobson 1976 - 1981
Skills
Asset Management, Investment Banking, Portfolio Management, Capital Markets, Strategy, Investments, Corporate Development, Private Equity, Management, Mergers & Acquisitions, Venture Capital, Hedge Funds, Bonds, LBO, Valuation, Fixed Income, Equities, Corporate Finance, Leveraged Finance, Financial Structuring
Education
University of Pennsylvania - The Wharton School
MBA
University of Pennsylvania Law School
JD
Jason Reid Jason Reid's Lehman Brothers Experience 1999 - September 2008
Job Private Investor Real Estate
Industry Real Estate
Experience
Jefferies & Company December 2010 - March 2015
Barclays September 2008 - December 2010
Lehman Brothers 1999 - September 2008
National Commercial Bank Jamaica Limited 1998 - 1999
Skills
Investment Banking, Valuation, Corporate Finance, Financial Modeling, Mergers & Acquisitions, Finance, Banking, Due Diligence, Business Strategy, Investments, Financial Analysis
Education
University of Pennsylvania - The Wharton School 1996 — 1998
Master of Business Administration (MBA), Finance and Strategy
University of the West Indies, Kingston, Jamaica 1991 — 1994
Bachelor's degree, Management Studies
Jefferies & Company December 2010 - March 2015
Barclays September 2008 - December 2010
Lehman Brothers 1999 - September 2008
National Commercial Bank Jamaica Limited 1998 - 1999
Skills
Investment Banking, Valuation, Corporate Finance, Financial Modeling, Mergers & Acquisitions, Finance, Banking, Due Diligence, Business Strategy, Investments, Financial Analysis
Education
University of Pennsylvania - The Wharton School 1996 — 1998
Master of Business Administration (MBA), Finance and Strategy
University of the West Indies, Kingston, Jamaica 1991 — 1994
Bachelor's degree, Management Studies
Nicholas Luby, ERP Nicholas Luby, ERP's Lehman Brothers Experience August 2007 - September 2008
Job Economist ANS Gas at ConocoPhillips
Industry Oil & Energy
Experience
ConocoPhillips July 2014 - Present
ConocoPhillips May 2014 - July 2014
ConocoPhillips June 2013 - May 2014
ConocoPhillips May 2012 - August 2012
RBC March 2010 - August 2010
Barclays Capital September 2008 - November 2009
Lehman Brothers August 2007 - September 2008
The Wharton School January 2006 - May 2007
The Wharton School January 2006 - May 2007
Lehman Brothers June 2006 - August 2006
Skills
Options, Investments, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Data Analysis, Capital Markets, Economics, Derivatives, Quantitative Analytics, Fixed Income, VBA, Competitive Analysis, Business Strategy, Finance
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2013
MBA, Finance
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor of Science, Economics; Finance, Minor in Spanish
ConocoPhillips July 2014 - Present
ConocoPhillips May 2014 - July 2014
ConocoPhillips June 2013 - May 2014
ConocoPhillips May 2012 - August 2012
RBC March 2010 - August 2010
Barclays Capital September 2008 - November 2009
Lehman Brothers August 2007 - September 2008
The Wharton School January 2006 - May 2007
The Wharton School January 2006 - May 2007
Lehman Brothers June 2006 - August 2006
Skills
Options, Investments, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Data Analysis, Capital Markets, Economics, Derivatives, Quantitative Analytics, Fixed Income, VBA, Competitive Analysis, Business Strategy, Finance
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2013
MBA, Finance
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor of Science, Economics; Finance, Minor in Spanish
Jon Feintuch Jon Feintuch's Lehman Brothers Experience July 2008 - September 2008
Job Portfolio Manager at New Holland Capital
Industry Investment Management
Experience
New Holland Capital December 2014 - Present
New Holland Capital November 2009 - December 2014
Barclays Capital September 2008 - October 2009
Lehman Brothers July 2008 - September 2008
Education
University of Pennsylvania - The Wharton School 2004 — 2008
BS, Finance, Operations and Information Management
New Holland Capital December 2014 - Present
New Holland Capital November 2009 - December 2014
Barclays Capital September 2008 - October 2009
Lehman Brothers July 2008 - September 2008
Education
University of Pennsylvania - The Wharton School 2004 — 2008
BS, Finance, Operations and Information Management
Erin Gallagher's Lehman Brothers Experience March 2008 - September 2008
Job Enterprise Spend Management at MUFG Americas
Industry Banking
Experience
MUFG Americas April 2012 - Present
Credit Suisse August 2010 - April 2012
Barclays Capital September 2008 - August 2010
Lehman Brothers March 2008 - September 2008
Prudential Financial March 1997 - March 2008
Saks Fifth Avenue April 1995 - March 1997
The Limited August 1991 - March 1995
Keefe Managers Inc July 1989 - July 1991
Skills
Strategic Sourcing, Global Sourcing, Supply Management, Outsourcing, Vendor Management, Risk Management, Procurement, Contract Negotiation, Negotiation, Sourcing, Business Process..., Management Consulting, Mergers, Business Strategy, Financial Analysis, Mergers & Acquisitions, Strategy, Management, Leadership, Asset Management, Cross-functional Team..., Strategic Planning, Financial Services, Process Improvement, Change Management, Business Analysis, Program Management
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA
Wheaton College (MA) 1985 — 1989
BA, Economics
MUFG Americas April 2012 - Present
Credit Suisse August 2010 - April 2012
Barclays Capital September 2008 - August 2010
Lehman Brothers March 2008 - September 2008
Prudential Financial March 1997 - March 2008
Saks Fifth Avenue April 1995 - March 1997
The Limited August 1991 - March 1995
Keefe Managers Inc July 1989 - July 1991
Skills
Strategic Sourcing, Global Sourcing, Supply Management, Outsourcing, Vendor Management, Risk Management, Procurement, Contract Negotiation, Negotiation, Sourcing, Business Process..., Management Consulting, Mergers, Business Strategy, Financial Analysis, Mergers & Acquisitions, Strategy, Management, Leadership, Asset Management, Cross-functional Team..., Strategic Planning, Financial Services, Process Improvement, Change Management, Business Analysis, Program Management
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA
Wheaton College (MA) 1985 — 1989
BA, Economics
Brian Kasser's Lehman Brothers Experience November 1996 - July 1999
Job Managing Director, Global Software Practice Leader, Retained Executive Search at Russell Reynolds Associates
Industry Management Consulting
Experience
Russell Reynolds Associates August 2003 - Present
Thomas Weisel Partners July 1999 - October 2001
Lehman Brothers November 1996 - July 1999
Salomon Brothers May 1994 - October 1996
Accenture July 1990 - June 1993
Skills
Private Equity/Venture..., Corporate Development, Private Equity, Investment Banking, Mergers, Technology..., Technical Recruiting, Executive Search, Strategy, Venture Capital, Management, SaaS, Start-ups, Leadership, Enterprise Software, Business Development, Professional Services, Consulting, Business Strategy
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Vanderbilt University 1986 — 1990
BA, Economics
Menlo School, Atherton CA 1981 — 1986
Russell Reynolds Associates August 2003 - Present
Thomas Weisel Partners July 1999 - October 2001
Lehman Brothers November 1996 - July 1999
Salomon Brothers May 1994 - October 1996
Accenture July 1990 - June 1993
Skills
Private Equity/Venture..., Corporate Development, Private Equity, Investment Banking, Mergers, Technology..., Technical Recruiting, Executive Search, Strategy, Venture Capital, Management, SaaS, Start-ups, Leadership, Enterprise Software, Business Development, Professional Services, Consulting, Business Strategy
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Vanderbilt University 1986 — 1990
BA, Economics
Menlo School, Atherton CA 1981 — 1986
Darren S. Kimball's Lehman Brothers Experience June 2006 - April 2008
Job Chief Executive Officer at The Five O'Clock Club
Industry Professional Training & Coaching
Experience
The Five O'Clock Club June 2013 - Present
Drive Capital, LLC June 2011 - Present
George Weiss Associates May 2008 - May 2011
Lehman Brothers June 2006 - April 2008
Lehman Brothers March 1999 - June 2006
Merrill Lynch 1997 - 1999
Salomon Brothers 1992 - 1997
Skills
Valuation, Fixed Income, Equities, Hedge Funds, Financial Modeling, Portfolio Management, Trading, Alternative Investments, Asset Managment, Bloomberg, Capital Markets, Investment Banking, Emerging Markets, Investments, Career Strategist, Management, Equity Valuation, Investment Management, Private Equity, Business Development, Business Strategy, Career Management, Strategic Leadership, Career Development..., Career Transition...
Education
University of Pennsylvania - The Wharton School 1987 — 1991
Bachelor's Degree, Magna Cum Laude, Finance
The Five O'Clock Club June 2013 - Present
Drive Capital, LLC June 2011 - Present
George Weiss Associates May 2008 - May 2011
Lehman Brothers June 2006 - April 2008
Lehman Brothers March 1999 - June 2006
Merrill Lynch 1997 - 1999
Salomon Brothers 1992 - 1997
Skills
Valuation, Fixed Income, Equities, Hedge Funds, Financial Modeling, Portfolio Management, Trading, Alternative Investments, Asset Managment, Bloomberg, Capital Markets, Investment Banking, Emerging Markets, Investments, Career Strategist, Management, Equity Valuation, Investment Management, Private Equity, Business Development, Business Strategy, Career Management, Strategic Leadership, Career Development..., Career Transition...
Education
University of Pennsylvania - The Wharton School 1987 — 1991
Bachelor's Degree, Magna Cum Laude, Finance
Michael Alpert, CFA Michael Alpert, CFA's Lehman Brothers Experience August 1994 - June 1996
Job
Industry Investment Management
Experience
ICONIQ Capital May 2013 - Present
Wetherby Asset Management November 2008 - April 2013
Goldman Sachs July 2004 - October 2008
CSI Capital Management July 2001 - July 2004
Putnam Investments June 1996 - June 1998
Lehman Brothers August 1994 - June 1996
Skills
Hedge Funds, Asset Management, Private Equity, Private Wealth..., Impact Investing, Family Office, Due Diligence, Valuation, Mutual Funds, Investments, Equities, Financial Modeling, Portfolio Management, Asset Allocation, Wealth Management..., Alternative Investments, High Net Worth..., Investment Management, Investment Banking, Equity Research, Wealth Management, Investment Advisory, Bloomberg, Securities, Investment Strategies, Fund Of Funds, Fixed Income, Capital Markets
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA
University of Virginia 1990 — 1994
BS
ICONIQ Capital May 2013 - Present
Wetherby Asset Management November 2008 - April 2013
Goldman Sachs July 2004 - October 2008
CSI Capital Management July 2001 - July 2004
Putnam Investments June 1996 - June 1998
Lehman Brothers August 1994 - June 1996
Skills
Hedge Funds, Asset Management, Private Equity, Private Wealth..., Impact Investing, Family Office, Due Diligence, Valuation, Mutual Funds, Investments, Equities, Financial Modeling, Portfolio Management, Asset Allocation, Wealth Management..., Alternative Investments, High Net Worth..., Investment Management, Investment Banking, Equity Research, Wealth Management, Investment Advisory, Bloomberg, Securities, Investment Strategies, Fund Of Funds, Fixed Income, Capital Markets
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA
University of Virginia 1990 — 1994
BS
William Swalm's Lehman Brothers Experience October 1998 - March 2002
Job Marketing, Communications, IR, PR, Capital Markets, Sales, Banking. Rubenstein Ass.; Lehman; Oppenheimer; GE Capital
Industry Capital Markets
Experience
Rubenstein Associates March 2002 - Present
Lehman Brothers October 1998 - March 2002
Oppenheimer & Company January 1995 - October 1998
General Electric Capital June 1993 - January 1995
Skills
Sales, Investment Banking, Financial Services, Marketing, Capital Markets, Management, Asset Management, Portfolio Management, Strategic Planning, Equities, Valuation, Private Equity, Corporate Finance, Hedge Funds, Alternative Investments, Investments, Financial Markets, Wealth Management, Private Banking, Venture Capital, Securities, Securitization, Asset Allocation, Private Placements, Buy-side, Investor Relations, Capital, Asset, Banking, Mutual Funds, Communications, Entrepreneur, government, diplomat, statesman
Education
University of Pennsylvania
MBA from The Wharton School; Bachelor of Arts BA, Summa cum laude Phi Beta Kappa, Philosophy Political Science, Minor in Bioengineering
Wharton School, University of Pennsylvania
Master of Business Administration MBA, Marketing, Management and Finance
Rubenstein Associates March 2002 - Present
Lehman Brothers October 1998 - March 2002
Oppenheimer & Company January 1995 - October 1998
General Electric Capital June 1993 - January 1995
Skills
Sales, Investment Banking, Financial Services, Marketing, Capital Markets, Management, Asset Management, Portfolio Management, Strategic Planning, Equities, Valuation, Private Equity, Corporate Finance, Hedge Funds, Alternative Investments, Investments, Financial Markets, Wealth Management, Private Banking, Venture Capital, Securities, Securitization, Asset Allocation, Private Placements, Buy-side, Investor Relations, Capital, Asset, Banking, Mutual Funds, Communications, Entrepreneur, government, diplomat, statesman
Education
University of Pennsylvania
MBA from The Wharton School; Bachelor of Arts BA, Summa cum laude Phi Beta Kappa, Philosophy Political Science, Minor in Bioengineering
Wharton School, University of Pennsylvania
Master of Business Administration MBA, Marketing, Management and Finance
Paula Poskon Paula Poskon's Lehman Brothers Experience August 2000 - October 2005
Job Senior Real Estate Analyst
Industry Financial Services
Experience
D.A. Davidson & Co., Inc. September 2014 - May 2015
Robert W. Baird & Co., Inc. October 2005 - July 2014
Lehman Brothers August 2000 - October 2005
Feminist Majority Foundation 1992 - 1998
Perlow Investment Corp. 1988 - 1992
Skills
Investments, Apartments, Alternative Investments, Portfolio Management, Asset Management, Equities, Equity Research, Financial Analysis, Capital Markets, Private Equity, Valuation, Fixed Income, Financial Modeling, Bloomberg, Equity Valuation, Investment Management, Investment Banking, Series 7, Securities, Corporate Finance, Hedge Funds, Due Diligence, Series 63, Investor Relations
Education
University of Pennsylvania - The Wharton School 1996 — 2000
D.A. Davidson & Co., Inc. September 2014 - May 2015
Robert W. Baird & Co., Inc. October 2005 - July 2014
Lehman Brothers August 2000 - October 2005
Feminist Majority Foundation 1992 - 1998
Perlow Investment Corp. 1988 - 1992
Skills
Investments, Apartments, Alternative Investments, Portfolio Management, Asset Management, Equities, Equity Research, Financial Analysis, Capital Markets, Private Equity, Valuation, Fixed Income, Financial Modeling, Bloomberg, Equity Valuation, Investment Management, Investment Banking, Series 7, Securities, Corporate Finance, Hedge Funds, Due Diligence, Series 63, Investor Relations
Education
University of Pennsylvania - The Wharton School 1996 — 2000
Matthew Dennett Matthew Dennett's Lehman Brothers Experience June 2007 - August 2007
Job Vice President at GTCR LLC
Industry Venture Capital & Private Equity
Experience
GTCR LLC August 2015 - Present
McKinsey & Company June 2014 - August 2014
TA Associates July 2010 - June 2013
Barclays Capital June 2008 - July 2010
Lehman Brothers June 2007 - August 2007
Education
Wharton Business School 2013 — 2015
Master of Business Administration (MBA), Finance and Operations
Yale University 2004 — 2008
B.A., Economics and Humanities
Horace Mann 2000 — 2004
GTCR LLC August 2015 - Present
McKinsey & Company June 2014 - August 2014
TA Associates July 2010 - June 2013
Barclays Capital June 2008 - July 2010
Lehman Brothers June 2007 - August 2007
Education
Wharton Business School 2013 — 2015
Master of Business Administration (MBA), Finance and Operations
Yale University 2004 — 2008
B.A., Economics and Humanities
Horace Mann 2000 — 2004
Jason J. Jack Jason J. Jack's Lehman Brothers Experience 1999 - 1999
Job
Industry Investment Banking
Experience
Ernst & Young Capital Advisors, LLC 2009 - Present
Macquarie 2007 - 2009
Giuliani Capital Advisors LLC 2002 - 2007
Epoch Partners 2001 - 2001
Latindustria.com, Inc / Meteor Mobile Software 1999 - 2001
Lehman Brothers 1999 - 1999
PricewaterhouseCoopers Securities 1994 - 1998
Skills
Mergers & Acquisitions, M&A experience, Venture Capital, Investment Banking, Structured Finance, Equities, Investments, Debt Restructuring, Restructuring, Mergers, Private Equity
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance and Entrepreneurial Management
Ernst & Young Capital Advisors, LLC 2009 - Present
Macquarie 2007 - 2009
Giuliani Capital Advisors LLC 2002 - 2007
Epoch Partners 2001 - 2001
Latindustria.com, Inc / Meteor Mobile Software 1999 - 2001
Lehman Brothers 1999 - 1999
PricewaterhouseCoopers Securities 1994 - 1998
Skills
Mergers & Acquisitions, M&A experience, Venture Capital, Investment Banking, Structured Finance, Equities, Investments, Debt Restructuring, Restructuring, Mergers, Private Equity
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance and Entrepreneurial Management
Erica Tsai Erica Tsai's Lehman Brothers Experience July 2007 - March 2009
Job Lead Hardware Manager, Google Accessories at Google
Industry Marketing and Advertising
Experience
Google August 2014 - Present
Google September 2011 - July 2014
Bloomberg April 2009 - August 2011
Lehman Brothers July 2007 - March 2009
Lehman Brothers May 2006 - July 2006
Skills
Data Analysis, Business Strategy, Marketing Strategy, Product Marketing, Web Analytics, Digital Marketing, Integrated Marketing, Marketing
Education
University of Pennsylvania - The Wharton School
BS, Finance, Management
Google August 2014 - Present
Google September 2011 - July 2014
Bloomberg April 2009 - August 2011
Lehman Brothers July 2007 - March 2009
Lehman Brothers May 2006 - July 2006
Skills
Data Analysis, Business Strategy, Marketing Strategy, Product Marketing, Web Analytics, Digital Marketing, Integrated Marketing, Marketing
Education
University of Pennsylvania - The Wharton School
BS, Finance, Management
Molly Frew Molly Frew's Lehman Brothers Experience August 2007 - September 2008
Job Equity Research Analyst at MFS Investment Management
Industry Higher Education
Experience
MFS Investment Management September 2013 - Present
The Wharton School August 2011 - May 2013
MFS Investment Management June 2012 - August 2012
Barclays Capital September 2008 - May 2011
Lehman Brothers August 2007 - September 2008
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Finance and Management
Vanderbilt University 2003 — 2007
BA, Economics and History
Roland Park Country School
MFS Investment Management September 2013 - Present
The Wharton School August 2011 - May 2013
MFS Investment Management June 2012 - August 2012
Barclays Capital September 2008 - May 2011
Lehman Brothers August 2007 - September 2008
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Finance and Management
Vanderbilt University 2003 — 2007
BA, Economics and History
Roland Park Country School
Tim Parks's Lehman Brothers Experience 2006 - 2009
Job VP of Growth at UpCounsel, Inc.
Industry Legal Services
Experience
UpCounsel, Inc. November 2013 - Present
Udemy October 2011 - November 2013
Stoned Cherrie Pictures 2010 - 2010
Lehman Brothers 2006 - 2009
Skills
New Business Development, Business Development, French, Management, Strategy, Entrepreneurship, Project Management, Data Analysis, Product Management, Business Strategy, Market Analysis, Public Relations, Microsoft Office
Education
University of Pennsylvania 2001 — 2005
BA, International Relations and French
Buckingham Browne & Nichols 1997 — 2001
UpCounsel, Inc. November 2013 - Present
Udemy October 2011 - November 2013
Stoned Cherrie Pictures 2010 - 2010
Lehman Brothers 2006 - 2009
Skills
New Business Development, Business Development, French, Management, Strategy, Entrepreneurship, Project Management, Data Analysis, Product Management, Business Strategy, Market Analysis, Public Relations, Microsoft Office
Education
University of Pennsylvania 2001 — 2005
BA, International Relations and French
Buckingham Browne & Nichols 1997 — 2001
Hector Bal's Lehman Brothers Experience 1999 - 2003
Job Consultant at Legend Capital Management
Industry Investment Management
Experience
Legend Capital Management LLC 2012 - Present
Segantii Capital Management February 2013 - May 2013
Deephaven Capital Management 2003 - 2009
Lehman Brothers 1999 - 2003
LOG International Corp (Paloma Partners) 1995 - 1997
Stern Stewart & Co. 1992 - 1994
Skills
Derivatives, Equities, Alternative Investments, Fixed Income, Hedge Funds, Bonds, Trading, Portfolio Management, Mutual Funds, Emerging Markets, Valuation, Options, Investments, Hedging, Corporate Finance, Equity Derivatives, Proprietary Trading, Bloomberg, Finance, Credit, Asset Management, Investment Banking
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
University of Pennsylvania - The Wharton School 1988 — 1992
BS Economics, Finance, General
Legend Capital Management LLC 2012 - Present
Segantii Capital Management February 2013 - May 2013
Deephaven Capital Management 2003 - 2009
Lehman Brothers 1999 - 2003
LOG International Corp (Paloma Partners) 1995 - 1997
Stern Stewart & Co. 1992 - 1994
Skills
Derivatives, Equities, Alternative Investments, Fixed Income, Hedge Funds, Bonds, Trading, Portfolio Management, Mutual Funds, Emerging Markets, Valuation, Options, Investments, Hedging, Corporate Finance, Equity Derivatives, Proprietary Trading, Bloomberg, Finance, Credit, Asset Management, Investment Banking
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
University of Pennsylvania - The Wharton School 1988 — 1992
BS Economics, Finance, General
Christina Frey's Lehman Brothers Experience July 2000 - June 2002
Job Human Capital Strategy
Industry Human Resources
Experience
Russell Reynolds Associates 2014 - Present
The Wall Street Journal / Dow Jones & Company (a division of NewsCorp) 2011 - 2014
Gilt Groupe 2010 - 2011
Network for Teaching Entrepreneurship (NFTE) 2010 - 2010
McKinsey & Company 2006 - 2009
Sirius Satellite Radio July 2002 - July 2005
Lehman Brothers July 2000 - June 2002
Skills
Strategy, Competitive Analysis, Strategic Planning, Business Strategy, Analytics, Due Diligence, Strategic Partnerships, Sales Management, Management Consulting, Strategic Financial..., Marketing Strategy, Inventory Management, People Development, Retail Category..., Advertising Sales, Advertising Operations, Digital Media, Financial Analysis, Corporate Finance, Compensation Strategies, Compensation Structures, Strategic Sales Plans, Sales Operations, Retail Sales, Online Retail, E-commerce
Education
University of Pennsylvania - The Wharton School
MBA, Marketing and Operations
Yale University
BA, Economics
Russell Reynolds Associates 2014 - Present
The Wall Street Journal / Dow Jones & Company (a division of NewsCorp) 2011 - 2014
Gilt Groupe 2010 - 2011
Network for Teaching Entrepreneurship (NFTE) 2010 - 2010
McKinsey & Company 2006 - 2009
Sirius Satellite Radio July 2002 - July 2005
Lehman Brothers July 2000 - June 2002
Skills
Strategy, Competitive Analysis, Strategic Planning, Business Strategy, Analytics, Due Diligence, Strategic Partnerships, Sales Management, Management Consulting, Strategic Financial..., Marketing Strategy, Inventory Management, People Development, Retail Category..., Advertising Sales, Advertising Operations, Digital Media, Financial Analysis, Corporate Finance, Compensation Strategies, Compensation Structures, Strategic Sales Plans, Sales Operations, Retail Sales, Online Retail, E-commerce
Education
University of Pennsylvania - The Wharton School
MBA, Marketing and Operations
Yale University
BA, Economics
Eugenia Chen's Lehman Brothers Experience July 2004 - July 2006
Job Senior Manager, Customer Insights and Strategy at Macy's
Industry Retail
Experience
Macy's December 2013 - Present
Macy's July 2012 - December 2013
Macy's Merchandising Group January 2010 - July 2012
Safe Clothes March 2009 - October 2009
Aronsson Group December 2008 - February 2009
JPMorgan Chase June 2007 - August 2007
Lehman Brothers July 2004 - July 2006
Lehman Brothers July 2001 - July 2004
Skills
Market Research, Sales, Competitive Analysis, Corporate Finance, Management, Strategy, Business Development, Business Strategy
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA
Yale University 1997 — 2001
BA, History
Macy's December 2013 - Present
Macy's July 2012 - December 2013
Macy's Merchandising Group January 2010 - July 2012
Safe Clothes March 2009 - October 2009
Aronsson Group December 2008 - February 2009
JPMorgan Chase June 2007 - August 2007
Lehman Brothers July 2004 - July 2006
Lehman Brothers July 2001 - July 2004
Skills
Market Research, Sales, Competitive Analysis, Corporate Finance, Management, Strategy, Business Development, Business Strategy
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA
Yale University 1997 — 2001
BA, History
Sonya Lee's Lehman Brothers Experience July 2004 - September 2008
Job
Industry Investment Management
Experience
Ares Management September 2012 - Present
Barclays Capital September 2008 - September 2012
Lehman Brothers July 2004 - September 2008
Metropolitan West Asset Management March 2005 - June 2006
Lehman Brothers July 2002 - October 2004
Skills
Fixed Income, Capital Markets, Hedge Funds, Investment Banking, Derivatives, Securitization, High Yield, Leveraged Finance
Education
University of Pennsylvania - The Wharton School
B.S., Finance, English
Ares Management September 2012 - Present
Barclays Capital September 2008 - September 2012
Lehman Brothers July 2004 - September 2008
Metropolitan West Asset Management March 2005 - June 2006
Lehman Brothers July 2002 - October 2004
Skills
Fixed Income, Capital Markets, Hedge Funds, Investment Banking, Derivatives, Securitization, High Yield, Leveraged Finance
Education
University of Pennsylvania - The Wharton School
B.S., Finance, English
Charlie Hardwick's Lehman Brothers Experience 1998 - 2002
Job Principal at AGW Capital Advisors
Industry Investment Management
Experience
AGW Capital Advisors May 2015 - Present
Oakpoint Advisors, LLC August 2013 - April 2015
Vinik Asset Management, LLP June 2012 - July 2013
Oakpoint Advisors, LLC August 2009 - May 2012
Green Lyon Capital LLC November 2008 - August 2009
Winston Partners May 2006 - October 2008
Lehman Brothers 1998 - 2002
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA
University of Virginia 1989 — 1993
BS, Commerce
AGW Capital Advisors May 2015 - Present
Oakpoint Advisors, LLC August 2013 - April 2015
Vinik Asset Management, LLP June 2012 - July 2013
Oakpoint Advisors, LLC August 2009 - May 2012
Green Lyon Capital LLC November 2008 - August 2009
Winston Partners May 2006 - October 2008
Lehman Brothers 1998 - 2002
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA
University of Virginia 1989 — 1993
BS, Commerce
Alison Deans's Lehman Brothers Experience cfobankone2000 - 2003
Job Managing Director at Lehman Brothers
Industry Investment Management
Experience
Lehman Brothers cfobankone2000 - 2003
Education
University of Pennsylvania - The Wharton School 1979 — 1983
Lehman Brothers cfobankone2000 - 2003
Education
University of Pennsylvania - The Wharton School 1979 — 1983
Craig Henick's Lehman Brothers Experience June 1996 - August 2001
Job Managing Director at Napier Park Global Capital
Industry Financial Services
Experience
Napier Park Global Capital March 2013 - Present
Citigroup February 2003 - March 2013
JP Morgan August 2001 - February 2003
Lehman Brothers June 1996 - August 2001
Education
University of Pennsylvania - The Wharton School 1992 — 1996
BS, Economics / Marketing
Cold Spring Harbor High School 1988 — 1992
Napier Park Global Capital March 2013 - Present
Citigroup February 2003 - March 2013
JP Morgan August 2001 - February 2003
Lehman Brothers June 1996 - August 2001
Education
University of Pennsylvania - The Wharton School 1992 — 1996
BS, Economics / Marketing
Cold Spring Harbor High School 1988 — 1992
Akash Ghiya's Lehman Brothers Experience July 2003 - December 2004
Job Vice President, Portfolio Management at PIMCO
Industry Investment Management
Experience
PIMCO October 2014 - Present
Pine Cobble Capital January 2013 - September 2014
Pine Cobble Capital May 2009 - December 2012
Owl Creek Asset Management June 2008 - August 2008
Spectrum Equity Investors January 2005 - June 2007
Lehman Brothers July 2003 - December 2004
Skills
Equities, Investment Banking, LBO, Financial Modeling, Valuation, Private Equity, Venture Capital, Corporate Finance, Hedge Funds, Mezzanine, Due Diligence, Corporate Development, Investments, Mergers, Principal Investing, Alternative Investments, Equity Valuation, Capital Markets, DCF, Special Situations, M, High Yield, Bloomberg, Investment Management, Financial Structuring, Asset Management, Growth Capital, Deal Sourcing, IPO
Education
University of Pennsylvania - The Wharton School 2007 — 2009
Master of Business Administration (MBA), Finance
University of Pennsylvania - The Wharton School 1999 — 2003
Bachelor's degree, Finance and Management
PIMCO October 2014 - Present
Pine Cobble Capital January 2013 - September 2014
Pine Cobble Capital May 2009 - December 2012
Owl Creek Asset Management June 2008 - August 2008
Spectrum Equity Investors January 2005 - June 2007
Lehman Brothers July 2003 - December 2004
Skills
Equities, Investment Banking, LBO, Financial Modeling, Valuation, Private Equity, Venture Capital, Corporate Finance, Hedge Funds, Mezzanine, Due Diligence, Corporate Development, Investments, Mergers, Principal Investing, Alternative Investments, Equity Valuation, Capital Markets, DCF, Special Situations, M, High Yield, Bloomberg, Investment Management, Financial Structuring, Asset Management, Growth Capital, Deal Sourcing, IPO
Education
University of Pennsylvania - The Wharton School 2007 — 2009
Master of Business Administration (MBA), Finance
University of Pennsylvania - The Wharton School 1999 — 2003
Bachelor's degree, Finance and Management
Wai Tung's Lehman Brothers Experience June 2000 - June 2001
Job Trader/Analyst at Susquehanna International
Industry Investment Management
Experience
Susquehanna International June 2001 - Present
Susquehanna International Group 2001 - Present
Lehman Brothers June 2000 - June 2001
Standard & Poor's June 1999 - June 2000
A.M. Best Company January 1997 - June 1999
Skills
Equity Research, Fundamental Research, Special Situations, Relative Value, Fixed Income Research, High Yield, Trading Strategies, DCF, Volatility, Global Macro, Macro, Sell Side, Convertible Bonds, Fixed Income, Bloomberg, Industry Analysis, Buy-side, Equities, Stocks, CDS, Proprietary Trading, Capital Structure, Derivatives, Bonds, Investment Strategies, Hedging, Credit Derivatives, Capital Management, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance
University of Pennsylvania - The Wharton School 1985 — 1989
Bachelor of Science, Finance/Multinational Management
Hunter High School 1979 — 1985
High School
Susquehanna International June 2001 - Present
Susquehanna International Group 2001 - Present
Lehman Brothers June 2000 - June 2001
Standard & Poor's June 1999 - June 2000
A.M. Best Company January 1997 - June 1999
Skills
Equity Research, Fundamental Research, Special Situations, Relative Value, Fixed Income Research, High Yield, Trading Strategies, DCF, Volatility, Global Macro, Macro, Sell Side, Convertible Bonds, Fixed Income, Bloomberg, Industry Analysis, Buy-side, Equities, Stocks, CDS, Proprietary Trading, Capital Structure, Derivatives, Bonds, Investment Strategies, Hedging, Credit Derivatives, Capital Management, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance
University of Pennsylvania - The Wharton School 1985 — 1989
Bachelor of Science, Finance/Multinational Management
Hunter High School 1979 — 1985
High School
Young Ran, CFA's Lehman Brothers Experience May 2007 - July 2007
Job Vice President at Barclays
Industry Investment Banking
Experience
Barclays July 2008 - Present
Lehman Brothers May 2007 - July 2007
Morgan Stanley May 2006 - August 2006
MGM Resorts International June 2004 - August 2004
Skills
Financial Modeling, Investment Banking, Analytics, Enterprise Risk..., Corporate Finance, Capital Markets, Mergers & Acquisitions, Valuation, Financial Risk
Education
University of Pennsylvania 2004 — 2008
Bachelor’s Degree, Finance, Operations and Information Management, Mathematics
Barclays July 2008 - Present
Lehman Brothers May 2007 - July 2007
Morgan Stanley May 2006 - August 2006
MGM Resorts International June 2004 - August 2004
Skills
Financial Modeling, Investment Banking, Analytics, Enterprise Risk..., Corporate Finance, Capital Markets, Mergers & Acquisitions, Valuation, Financial Risk
Education
University of Pennsylvania 2004 — 2008
Bachelor’s Degree, Finance, Operations and Information Management, Mathematics
Silvia Pan's Lehman Brothers Experience June 2000 - November 2002
Job Director at UBS AG
Industry Financial Services
Experience
UBS August 2011 - Present
UBS Investment Bank March 2010 - August 2011
UBS Investment Bank November 2009 - March 2010
UBS August 2006 - November 2009
CIBC January 2005 - June 2006
Alexion Pharmaceuticals March 2003 - December 2004
Lehman Brothers June 2000 - November 2002
PwC July 1997 - July 1999
ZS Associates September 1995 - June 1997
Education
University of Chicago 1999 — 2001
Master of Business Administration (M.B.A.), Finance, Strategic Management, International Management
University of Pennsylvania 1991 — 1995
Bachelor of Science in Economics, Multinational Management and Marketing, Cum Laude
UBS August 2011 - Present
UBS Investment Bank March 2010 - August 2011
UBS Investment Bank November 2009 - March 2010
UBS August 2006 - November 2009
CIBC January 2005 - June 2006
Alexion Pharmaceuticals March 2003 - December 2004
Lehman Brothers June 2000 - November 2002
PwC July 1997 - July 1999
ZS Associates September 1995 - June 1997
Education
University of Chicago 1999 — 2001
Master of Business Administration (M.B.A.), Finance, Strategic Management, International Management
University of Pennsylvania 1991 — 1995
Bachelor of Science in Economics, Multinational Management and Marketing, Cum Laude
Donny Haynes's Lehman Brothers Experience March 2003 - January 2008
Job Business Development
Industry Insurance
Experience
WellCare Health Plans August 2014 - Present
PNC April 2013 - April 2014
JP Morgan Chase April 2011 - March 2013
Cox Business April 2008 - November 2009
Lehman Brothers March 2003 - January 2008
HSBC July 1998 - March 2003
Skills
Credit, Sales Management, New Business Development, Coaching, Training, Cross Selling, Team Building, Relationship Management, Loan Origination, Credit Analysis, Cold Calling, Customer Service, Loans, Mortgage Banking, Mortgage Lending, Sales Operations
Education
University of Phoenix 2004 — 2006
Business Management
Salmen High School 1992 — 1996
WellCare Health Plans August 2014 - Present
PNC April 2013 - April 2014
JP Morgan Chase April 2011 - March 2013
Cox Business April 2008 - November 2009
Lehman Brothers March 2003 - January 2008
HSBC July 1998 - March 2003
Skills
Credit, Sales Management, New Business Development, Coaching, Training, Cross Selling, Team Building, Relationship Management, Loan Origination, Credit Analysis, Cold Calling, Customer Service, Loans, Mortgage Banking, Mortgage Lending, Sales Operations
Education
University of Phoenix 2004 — 2006
Business Management
Salmen High School 1992 — 1996
Rachel Brenner's Lehman Brothers Experience June 2008 - August 2008
Job Private Banker at JP Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan August 2009 - Present
Lehman Brothers June 2008 - August 2008
Time Warner Inc. July 2003 - July 2007
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance and Financial Management Services
University of Pennsylvania 2000 — 2003
Bachelor of Arts (B.A.), International Relations and Affairs
Univeristy of Michigan 1999 — 2000
Bachelor of Arts (B.A.), International Relations and Affairs
J.P. Morgan August 2009 - Present
Lehman Brothers June 2008 - August 2008
Time Warner Inc. July 2003 - July 2007
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance and Financial Management Services
University of Pennsylvania 2000 — 2003
Bachelor of Arts (B.A.), International Relations and Affairs
Univeristy of Michigan 1999 — 2000
Bachelor of Arts (B.A.), International Relations and Affairs
Emmanuel Callias's Lehman Brothers Experience October 2003 - September 2008
Job AVP Americas HR Services Team Lead at Moody's Corporation
Industry Financial Services
Experience
Moody's Corporation August 2014 - Present
Citi July 2013 - August 2014
Prudential Financial June 2010 - July 2013
Barclays Capital 2008 - June 2010
Lehman Brothers October 2003 - September 2008
Mellon Financial - Mellon HR Solutions 2002 - 2003
Lucent Technologies 2000 - 2001
PriceWaterhouseCoopers 2000 - 2000
CNBC 1999 - 2000
Skills
Mergers, Employee Benefits, PeopleSoft, Talent Management, Vendor Management, Risk Management, Human Resources, Employee Relations, Change Management, Process Improvement, Recruiting, Finance, Succession Planning, Due Diligence, Organizational..., Project Management, Business Analysis, HRIS, Leadership, Team Building, Strategic Planning, Mergers & Acquisitions, Personnel Management, Temporary Placement, Onboarding, Employee Engagement
Education
Saint John's University 1995 — 1999
BA, Psychology
University of Phoenix 2005 — 2007
MBA, HR Management
Moody's Corporation August 2014 - Present
Citi July 2013 - August 2014
Prudential Financial June 2010 - July 2013
Barclays Capital 2008 - June 2010
Lehman Brothers October 2003 - September 2008
Mellon Financial - Mellon HR Solutions 2002 - 2003
Lucent Technologies 2000 - 2001
PriceWaterhouseCoopers 2000 - 2000
CNBC 1999 - 2000
Skills
Mergers, Employee Benefits, PeopleSoft, Talent Management, Vendor Management, Risk Management, Human Resources, Employee Relations, Change Management, Process Improvement, Recruiting, Finance, Succession Planning, Due Diligence, Organizational..., Project Management, Business Analysis, HRIS, Leadership, Team Building, Strategic Planning, Mergers & Acquisitions, Personnel Management, Temporary Placement, Onboarding, Employee Engagement
Education
Saint John's University 1995 — 1999
BA, Psychology
University of Phoenix 2005 — 2007
MBA, HR Management
Troy Ludgood's Lehman Brothers Experience June 2000 - April 2004
Job Portfolio Manager at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management April 2004 - Present
Lehman Brothers June 2000 - April 2004
Education
University of Pennsylvania - The Wharton School 1999 — 2001
Wells Capital Management April 2004 - Present
Lehman Brothers June 2000 - April 2004
Education
University of Pennsylvania - The Wharton School 1999 — 2001
Yuriel Layne's Lehman Brothers Experience November 2005 - September 2008
Job Vice President at Bank Of America
Industry Financial Services
Experience
Bank Of America July 2011 - Present
Barclays Capital June 2009 - July 2011
Neuberger Berman September 2008 - February 2009
Lehman Brothers November 2005 - September 2008
JPMorgan Chase January 2005 - November 2005
Morgan Stanley Dean Witter March 2004 - September 2004
HVB April 2002 - January 2003
Citi August 1997 - November 2001
Education
University of Pennsylvania 1993 — 1997
Bachelors of Science, Economics
University of Pennsylvania - The Wharton School 1993 — 1997
The Dalton School 1987 — 1993
High School
Bank Of America July 2011 - Present
Barclays Capital June 2009 - July 2011
Neuberger Berman September 2008 - February 2009
Lehman Brothers November 2005 - September 2008
JPMorgan Chase January 2005 - November 2005
Morgan Stanley Dean Witter March 2004 - September 2004
HVB April 2002 - January 2003
Citi August 1997 - November 2001
Education
University of Pennsylvania 1993 — 1997
Bachelors of Science, Economics
University of Pennsylvania - The Wharton School 1993 — 1997
The Dalton School 1987 — 1993
High School
Sam Nayden's Lehman Brothers Experience 2000 - 2002
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley May 2011 - January 2014
Merrill Lynch April 2002 - April 2011
Lehman Brothers 2000 - 2002
Skills
Investment Banking, Equities, Capital Markets, Financial Modeling, Valuation, Investments, Strategy, Private Equity, Corporate Finance, Fixed Income, Derivatives, Hedge Funds, Alternative Investments, Due Diligence, Growth Capital, Mergers & Acquisitions, Board of Directors
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Master of Business Administration (M.B.A.)
New York University - Leonard N. Stern School of Business 1996 — 2000
BS, Finance / Account
Morgan Stanley January 2014 - Present
Morgan Stanley May 2011 - January 2014
Merrill Lynch April 2002 - April 2011
Lehman Brothers 2000 - 2002
Skills
Investment Banking, Equities, Capital Markets, Financial Modeling, Valuation, Investments, Strategy, Private Equity, Corporate Finance, Fixed Income, Derivatives, Hedge Funds, Alternative Investments, Due Diligence, Growth Capital, Mergers & Acquisitions, Board of Directors
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Master of Business Administration (M.B.A.)
New York University - Leonard N. Stern School of Business 1996 — 2000
BS, Finance / Account
Hal Avidano's Lehman Brothers Experience June 2007 - March 2008
Job Senior Legal Counsel
Industry Banking
Experience
Partners Group September 2008 - Present
Lehman Brothers June 2007 - March 2008
White & Case September 2003 - June 2006
Skills
Private Equity, Corporate Law, Securities Regulation, Due Diligence, Mergers, Mergers & Acquisitions, Venture Capital, Investments, LBO, Structured Finance
Education
University of Pennsylvania Law School 2000 — 2003
JD
Partners Group September 2008 - Present
Lehman Brothers June 2007 - March 2008
White & Case September 2003 - June 2006
Skills
Private Equity, Corporate Law, Securities Regulation, Due Diligence, Mergers, Mergers & Acquisitions, Venture Capital, Investments, LBO, Structured Finance
Education
University of Pennsylvania Law School 2000 — 2003
JD
Yingjin Gan's Lehman Brothers Experience January 2008 - September 2008
Job at Bloomberg
Industry Financial Services
Experience
Bloomberg December 2008 - Present
Barclays Capital September 2008 - November 2008
Lehman Brothers January 2008 - September 2008
Lehman Brothers July 2005 - January 2008
Skills
Fixed Income, Performance Attribution, Quantitative Research, Risk Modeling, Derivatives, Portfolio Management, Quantitative Finance, Quantitative Analytics, Market Risk, Asset Management, Risk Management
Education
University of Pennsylvania - The Wharton School 2000 — 2005
Ph.D, Applied Economics
Bloomberg December 2008 - Present
Barclays Capital September 2008 - November 2008
Lehman Brothers January 2008 - September 2008
Lehman Brothers July 2005 - January 2008
Skills
Fixed Income, Performance Attribution, Quantitative Research, Risk Modeling, Derivatives, Portfolio Management, Quantitative Finance, Quantitative Analytics, Market Risk, Asset Management, Risk Management
Education
University of Pennsylvania - The Wharton School 2000 — 2005
Ph.D, Applied Economics
Bill Cohen's Lehman Brothers Experience 1992 - 2008
Job Member Board of Directors at New York cares
Industry Investment Banking
Experience
KiwiTech September 2015 - Present
New York cares June 2008 - Present
Barclays Capital March 2012 - September 2015
Barclays Capital September 2008 - 2012
Lehman Brothers 1992 - 2008
Skills
Investment Banking, Capital Markets, Leveraged Finance, Corporate Finance, Structured Products, Bonds, Venture Capital, Corporate Development, Derivatives, Portfolio Management, Bloomberg, Private Equity, Valuation, Financial Modeling, Mergers & Acquisitions, Equities
Education
University of Chicago GSB 1988 — 1990
MBA, Finance
University of Pennsylvania - The Wharton School 1982 — 1986
Bachelor of Science (BS), Accounting and Finance
KiwiTech September 2015 - Present
New York cares June 2008 - Present
Barclays Capital March 2012 - September 2015
Barclays Capital September 2008 - 2012
Lehman Brothers 1992 - 2008
Skills
Investment Banking, Capital Markets, Leveraged Finance, Corporate Finance, Structured Products, Bonds, Venture Capital, Corporate Development, Derivatives, Portfolio Management, Bloomberg, Private Equity, Valuation, Financial Modeling, Mergers & Acquisitions, Equities
Education
University of Chicago GSB 1988 — 1990
MBA, Finance
University of Pennsylvania - The Wharton School 1982 — 1986
Bachelor of Science (BS), Accounting and Finance
Akash Ghiya's Lehman Brothers Experience July 2003 - December 2004
Job Student at University of Pennsylvania The Wharton School
Industry Investment Management
Experience
Owl Creek Asset Management 2008 - 2008
Spectrum Equity Investors January 2005 - May 2007
Lehman Brothers July 2003 - December 2004
Education
University of Pennsylvania - The Wharton School 2007 — 2009
Owl Creek Asset Management 2008 - 2008
Spectrum Equity Investors January 2005 - May 2007
Lehman Brothers July 2003 - December 2004
Education
University of Pennsylvania - The Wharton School 2007 — 2009
Himayani Puri's Lehman Brothers Experience August 1996 - September 2008
Job
Industry Investment Management
Experience
Realm Partners LLC January 2009 - Present
Lehman Brothers August 1996 - September 2008
Education
University of Pennsylvania - The Wharton School 1992 — 1996
Realm Partners LLC January 2009 - Present
Lehman Brothers August 1996 - September 2008
Education
University of Pennsylvania - The Wharton School 1992 — 1996
Amanda Luskin's Lehman Brothers Experience May 2007 - August 2007
Job MBA Candidate, Marketing Faculty Scholar, Forté Fellow at NYU Stern School of Business
Industry Marketing and Advertising
Experience
NYU Stern School of Business August 2015 - Present
Be Well by Dr. Frank Lipman June 2015 - Present
Barclays July 2008 - June 2015
Lehman Brothers May 2007 - August 2007
Goldman Sachs May 2006 - August 2006
Skills
Fixed Income, Currency, Capital Markets, Foreign Exchange, Financial Markets, Sales, Hedge Funds, Manage Client..., Institutional Sales, Investments, Bloomberg, Financial Modeling, Valuation, Investment Banking, Investment Management
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science (B.S.) in Economics, Finance, Hispanic Studies
NYU Stern School of Business August 2015 - Present
Be Well by Dr. Frank Lipman June 2015 - Present
Barclays July 2008 - June 2015
Lehman Brothers May 2007 - August 2007
Goldman Sachs May 2006 - August 2006
Skills
Fixed Income, Currency, Capital Markets, Foreign Exchange, Financial Markets, Sales, Hedge Funds, Manage Client..., Institutional Sales, Investments, Bloomberg, Financial Modeling, Valuation, Investment Banking, Investment Management
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science (B.S.) in Economics, Finance, Hispanic Studies
Blake Schmidt's Lehman Brothers Experience December 2007 - September 2008
Job Portfolio Manager at Prologue Capital
Industry Financial Services
Experience
Prologue Capital January 2013 - Present
Field Street Capital Managment February 2012 - December 2012
Morgan Stanley July 2009 - February 2012
Barclays Bank September 2008 - June 2009
Lehman Brothers December 2007 - September 2008
Bear Stearns May 2003 - May 2007
Credit Suisse First Boston May 2000 - May 2003
Salomon Brothers August 1996 - May 2000
Skills
Trading, Equities, Options, Capital Markets, Rates, Management, Risk Management, Portfolio Management, Fixed Income, Volatility, Hedge Funds, Traders, Derivatives, Investments, Alternative Investments, Financial Markets, FX Options, Interest Rates
Education
University of Pennsylvania - The Wharton School 1995 — 1996
MBA, Finance, Real Estate
University of Wisconsin-Madison - School of Business 1988 — 1992
Bachelors of business administration, Finance / Accounting
Prologue Capital January 2013 - Present
Field Street Capital Managment February 2012 - December 2012
Morgan Stanley July 2009 - February 2012
Barclays Bank September 2008 - June 2009
Lehman Brothers December 2007 - September 2008
Bear Stearns May 2003 - May 2007
Credit Suisse First Boston May 2000 - May 2003
Salomon Brothers August 1996 - May 2000
Skills
Trading, Equities, Options, Capital Markets, Rates, Management, Risk Management, Portfolio Management, Fixed Income, Volatility, Hedge Funds, Traders, Derivatives, Investments, Alternative Investments, Financial Markets, FX Options, Interest Rates
Education
University of Pennsylvania - The Wharton School 1995 — 1996
MBA, Finance, Real Estate
University of Wisconsin-Madison - School of Business 1988 — 1992
Bachelors of business administration, Finance / Accounting
Viktor Shepelin's Lehman Brothers Experience August 2007 - September 2008
Job VP at Barclays Capital
Industry Financial Services
Experience
Barclays Capital September 2008 - Present
Lehman Brothers August 2007 - September 2008
Skills
Options, Equities, Equity Derivatives, Hedge Funds, Swaps
Education
University of Pennsylvania - The Wharton School 2003 — 2007
Barclays Capital September 2008 - Present
Lehman Brothers August 2007 - September 2008
Skills
Options, Equities, Equity Derivatives, Hedge Funds, Swaps
Education
University of Pennsylvania - The Wharton School 2003 — 2007
Maxine Hensel's Lehman Brothers Experience July 2004 - April 2007
Job Strategy Director at Fidelity Investments
Industry Management Consulting
Experience
Fidelity Investments June 2013 - Present
McKinsey & Company 2009 - May 2013
Lehman Brothers July 2004 - April 2007
Skills
Valuation, Due Diligence, Corporate Development, Financial Modeling, Corporate Finance, Mergers, Venture Capital
Education
University of Pennsylvania - The Wharton School 2007 — 2009
Yale University 2000 — 2004
BA, Applied Math and Economics
Fidelity Investments June 2013 - Present
McKinsey & Company 2009 - May 2013
Lehman Brothers July 2004 - April 2007
Skills
Valuation, Due Diligence, Corporate Development, Financial Modeling, Corporate Finance, Mergers, Venture Capital
Education
University of Pennsylvania - The Wharton School 2007 — 2009
Yale University 2000 — 2004
BA, Applied Math and Economics
Jay Coleman's Lehman Brothers Experience July 2004 - September 2008
Job Managing Director at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank August 2010 - Present
Barclays Capital September 2008 - July 2010
Lehman Brothers July 2004 - September 2008
Education
University of Pennsylvania - The Wharton School 1991 — 1993
Deutsche Bank August 2010 - Present
Barclays Capital September 2008 - July 2010
Lehman Brothers July 2004 - September 2008
Education
University of Pennsylvania - The Wharton School 1991 — 1993
Istvan Burgyan's Lehman Brothers Experience 2005 - January 2007
Job CEO/Founder at PCI
Industry Computer Software
Experience
PCI 2010 - Present
Blxware 2006 - 2009
Lehman Brothers 2005 - January 2007
Skills
Microsoft Office, PowerPoint, Strategic Planning, Photoshop, Project Management, Sales Management, Account Management, New Business Development, Sales, Negotiation, Business Strategy, Marketing, Computer Hardware, Process Improvement, Project Planning, Team Leadership
Education
University Of Pheonix 2002 — 2005
Business Administration and Management, General
PCI 2010 - Present
Blxware 2006 - 2009
Lehman Brothers 2005 - January 2007
Skills
Microsoft Office, PowerPoint, Strategic Planning, Photoshop, Project Management, Sales Management, Account Management, New Business Development, Sales, Negotiation, Business Strategy, Marketing, Computer Hardware, Process Improvement, Project Planning, Team Leadership
Education
University Of Pheonix 2002 — 2005
Business Administration and Management, General
F. Austin Peña's Lehman Brothers Experience July 2008 - September 2008
Job Associate at The Blackstone Group
Industry Investment Banking
Experience
The Blackstone Group July 2013 - Present
Barclays Capital September 2008 - June 2013
Lehman Brothers July 2008 - September 2008
Lehman Brothers May 2007 - July 2007
Behringer Harvard June 2006 - August 2006
Crow Holdings June 2004 - August 2004
Skills
Valuation, Investment Banking, Real Estate, Mergers & Acquisitions, Finance
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science, Economics
St. Mark's School of Texas 1996 — 2004
The Blackstone Group July 2013 - Present
Barclays Capital September 2008 - June 2013
Lehman Brothers July 2008 - September 2008
Lehman Brothers May 2007 - July 2007
Behringer Harvard June 2006 - August 2006
Crow Holdings June 2004 - August 2004
Skills
Valuation, Investment Banking, Real Estate, Mergers & Acquisitions, Finance
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science, Economics
St. Mark's School of Texas 1996 — 2004
Leah Gologorsky, CFA's Lehman Brothers Experience July 2007 - May 2008
Job Risk Management Professional
Industry Financial Services
Experience
Bank of America July 2014 - Present
Santander US July 2013 - June 2014
Morgan Stanley Wealth Management January 2013 - June 2013
Morgan Stanley Wealth Management February 2012 - January 2013
Morgan Stanley June 2008 - January 2012
Lehman Brothers July 2007 - May 2008
Skills
Fixed Income Products, Retail Lending Products, Market Risk Management, Risk Management, Fixed Income, Derivatives, Equities, Capital Markets, Credit, Financial Risk, Market Risk, Wealth Management, Hedge Funds, Enterprise Risk..., Investment Banking, Banking, Financial Modeling, Trading, Valuation
Education
University of Pennsylvania - The Wharton School 2003 — 2007
B.S., Economics (Concentrations in Finance and Accounting)
Bank of America July 2014 - Present
Santander US July 2013 - June 2014
Morgan Stanley Wealth Management January 2013 - June 2013
Morgan Stanley Wealth Management February 2012 - January 2013
Morgan Stanley June 2008 - January 2012
Lehman Brothers July 2007 - May 2008
Skills
Fixed Income Products, Retail Lending Products, Market Risk Management, Risk Management, Fixed Income, Derivatives, Equities, Capital Markets, Credit, Financial Risk, Market Risk, Wealth Management, Hedge Funds, Enterprise Risk..., Investment Banking, Banking, Financial Modeling, Trading, Valuation
Education
University of Pennsylvania - The Wharton School 2003 — 2007
B.S., Economics (Concentrations in Finance and Accounting)
Rajan Kundra's Lehman Brothers Experience March 2001 - January 2007
Job Managing Director at Pacific Global Advisors LLC
Industry Investment Management
Experience
Pacific Global Advisors LLC June 2013 - Present
Macquarie Group October 2012 - May 2013
Acumen Fund February 2007 - October 2012
Lehman Brothers March 2001 - January 2007
JP Morgan July 1993 - February 2001
Skills
Venture Capital, Energy, Hedge Funds, Cleantech, Entrepreneurship, Private Equity, Emerging Markets, Fixed Income, Portfolio Management, Corporate Development, Asset Managment, Valuation, Alternative Investments, Start-ups, Investments, Structured Products, Business Strategy, Investment Banking, Equity Research, Financial Structuring, Corporate Finance, Management Consulting, Financial Modeling, Due Diligence, Social Entrepreneurship, Equities, Investment Management, Mergers & Acquisitions, Project Finance, Capital Markets, Strategy, Economics, Impact Investing, Mergers, Financial Analysis
Education
University of Pennsylvania - The Wharton School 1989 — 1993
BS, Economic
Pacific Global Advisors LLC June 2013 - Present
Macquarie Group October 2012 - May 2013
Acumen Fund February 2007 - October 2012
Lehman Brothers March 2001 - January 2007
JP Morgan July 1993 - February 2001
Skills
Venture Capital, Energy, Hedge Funds, Cleantech, Entrepreneurship, Private Equity, Emerging Markets, Fixed Income, Portfolio Management, Corporate Development, Asset Managment, Valuation, Alternative Investments, Start-ups, Investments, Structured Products, Business Strategy, Investment Banking, Equity Research, Financial Structuring, Corporate Finance, Management Consulting, Financial Modeling, Due Diligence, Social Entrepreneurship, Equities, Investment Management, Mergers & Acquisitions, Project Finance, Capital Markets, Strategy, Economics, Impact Investing, Mergers, Financial Analysis
Education
University of Pennsylvania - The Wharton School 1989 — 1993
BS, Economic
Edward (Ted) Keller's Lehman Brothers Experience June 2008 - August 2008
Job Analyst at Sigma Capital
Industry Financial Services
Experience
Sigma Capital March 2013 - Present
Sanford C. Bernstein January 2012 - March 2013
Sanford C. Bernstein May 2010 - December 2011
Jefferies & Company July 2009 - April 2010
Lehman Brothers June 2008 - August 2008
McKinley Capital Management June 2007 - August 2007
Skills
Financial Modeling, Financial Markets, Corporate Finance, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2005 — 2009
The Lawrenceville School 2002 — 2005
Sigma Capital March 2013 - Present
Sanford C. Bernstein January 2012 - March 2013
Sanford C. Bernstein May 2010 - December 2011
Jefferies & Company July 2009 - April 2010
Lehman Brothers June 2008 - August 2008
McKinley Capital Management June 2007 - August 2007
Skills
Financial Modeling, Financial Markets, Corporate Finance, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2005 — 2009
The Lawrenceville School 2002 — 2005
Alan Mnuchin's Lehman Brothers Experience 2000 - 2003
Job Owner, AGM Partners
Industry Investment Banking
Experience
AGM Partners 2003 - Present
Lehman Brothers 2000 - 2003
Lehman Brothers 2000 - 2003
goldman sachs 1984 - 1996
Skills
Private Equity, Mergers & Acquisitions, Valuation, Corporate Finance, Due Diligence, Financial Modeling, Strategy, Venture Capital, Corporate Development, Financial Analysis, Investment Banking, Entrepreneurship
Education
University of Chicago 1982 — 1984
Master of Business Administration (MBA), Finance, General
Wharton School, University of Pennsylvania 1978 — 1982
Business/Managerial Economics
AGM Partners 2003 - Present
Lehman Brothers 2000 - 2003
Lehman Brothers 2000 - 2003
goldman sachs 1984 - 1996
Skills
Private Equity, Mergers & Acquisitions, Valuation, Corporate Finance, Due Diligence, Financial Modeling, Strategy, Venture Capital, Corporate Development, Financial Analysis, Investment Banking, Entrepreneurship
Education
University of Chicago 1982 — 1984
Master of Business Administration (MBA), Finance, General
Wharton School, University of Pennsylvania 1978 — 1982
Business/Managerial Economics
James Woodin, CPA's Lehman Brothers Experience June 2005 - September 2008
Job Accounting Manager at Sallie Mae Bank
Industry Banking
Experience
Sallie Mae Bank August 2011 - Present
CIT July 2010 - August 2011
Ford Motor Credit Company September 2008 - January 2010
Lehman Brother Commercial Bank June 2005 - September 2008
Lehman Brothers June 2005 - September 2008
Advanta April 2002 - June 2005
Pitney Bowes September 1999 - June 2002
Skills
Banking, Finance, Credit, Capital Markets, Loans, Investment Banking, Corporate Finance, Derivatives, Accounting, Commercial Banking, Account Reconciliation, Funding, Credit Cards, Start-ups, Financial Analysis, Financial Modeling, Financial Reporting
Education
University of Phoenix 2009 — 2010
Master's Degree, Accounting
University of Phoenix 1999 — 2002
BS/Acc, Accounting
Sallie Mae Bank August 2011 - Present
CIT July 2010 - August 2011
Ford Motor Credit Company September 2008 - January 2010
Lehman Brother Commercial Bank June 2005 - September 2008
Lehman Brothers June 2005 - September 2008
Advanta April 2002 - June 2005
Pitney Bowes September 1999 - June 2002
Skills
Banking, Finance, Credit, Capital Markets, Loans, Investment Banking, Corporate Finance, Derivatives, Accounting, Commercial Banking, Account Reconciliation, Funding, Credit Cards, Start-ups, Financial Analysis, Financial Modeling, Financial Reporting
Education
University of Phoenix 2009 — 2010
Master's Degree, Accounting
University of Phoenix 1999 — 2002
BS/Acc, Accounting
Alison Deans's Lehman Brothers Experience 2004 - 2007
Job Partner, Varick Asset Management
Industry Investment Management
Experience
Varick Asset Management 2007 - Present
Neuberger Berman January 2007 - July 2009
The After-School Corporation 2009 - 2009
Lehman Brothers 2004 - 2007
Maryland Public Television 1995 - 2005
Bank One 2000 - 2003
Salomon Smith Barney 1990 - 1997
Kidder Peabody 1987 - 1990
Education
University of Pennsylvania - The Wharton School
Varick Asset Management 2007 - Present
Neuberger Berman January 2007 - July 2009
The After-School Corporation 2009 - 2009
Lehman Brothers 2004 - 2007
Maryland Public Television 1995 - 2005
Bank One 2000 - 2003
Salomon Smith Barney 1990 - 1997
Kidder Peabody 1987 - 1990
Education
University of Pennsylvania - The Wharton School
Suzanne Rosenberg's Lehman Brothers Experience November 1996 - August 1999
Job Vice President, Investor Relations at MoneyGram International
Industry Public Relations and Communications
Experience
MoneyGram International July 2015 - Present
New York & Company August 2014 - September 2014
New York & Company July 2009 - August 2014
Movado Group, Inc January 2009 - July 2009
Movado Group, Inc. June 2004 - January 2009
Movado Group, Inc June 2003 - June 2004
Financial Dynamics April 2000 - April 2003
Bear Stearns August 1999 - April 2000
Lehman Brothers November 1996 - August 1999
Skills
Investor Relations, Corporate Communications, Executive Speech..., Employee Communications, Strategy, Business Strategy, Internal Communications, Equity Research, Strategic Communications, Marketing Communications, Investments, Media Relations, Public Relations, Brand Management, Communication Training, Brand Development, Press Releases, Corporate Branding, Crisis Communications, Integrated Marketing
Education
University of Pennsylvania 1991 — 1995
BA, Political Science
MoneyGram International July 2015 - Present
New York & Company August 2014 - September 2014
New York & Company July 2009 - August 2014
Movado Group, Inc January 2009 - July 2009
Movado Group, Inc. June 2004 - January 2009
Movado Group, Inc June 2003 - June 2004
Financial Dynamics April 2000 - April 2003
Bear Stearns August 1999 - April 2000
Lehman Brothers November 1996 - August 1999
Skills
Investor Relations, Corporate Communications, Executive Speech..., Employee Communications, Strategy, Business Strategy, Internal Communications, Equity Research, Strategic Communications, Marketing Communications, Investments, Media Relations, Public Relations, Brand Management, Communication Training, Brand Development, Press Releases, Corporate Branding, Crisis Communications, Integrated Marketing
Education
University of Pennsylvania 1991 — 1995
BA, Political Science
Eric Weinstein's Lehman Brothers Experience June 1989 - April 1993
Job Co Founder at Mindprint Learning, LLC
Industry Investment Management
Experience
Mindprint Learning, LLC March 2013 - Present
Tigerlabs October 2012 - Present
Chancellor Capital Management, LLC May 2010 - Present
Weequahic Partners, LLC January 2005 - Present
Global Axcess May 2011 - September 2013
Ubiquitel 2005 - 2007
Credit Suisse First Boston August 2000 - September 2003
Donaldson, Lufkin & Jenrette January 1996 - August 2000
Salomon Brothers April 1993 - January 1996
Lehman Brothers June 1989 - April 1993
Education
University of Pennsylvania - The Wharton School 1988 — 1992
Mindprint Learning, LLC March 2013 - Present
Tigerlabs October 2012 - Present
Chancellor Capital Management, LLC May 2010 - Present
Weequahic Partners, LLC January 2005 - Present
Global Axcess May 2011 - September 2013
Ubiquitel 2005 - 2007
Credit Suisse First Boston August 2000 - September 2003
Donaldson, Lufkin & Jenrette January 1996 - August 2000
Salomon Brothers April 1993 - January 1996
Lehman Brothers June 1989 - April 1993
Education
University of Pennsylvania - The Wharton School 1988 — 1992
Katrina Niehaus's Lehman Brothers Experience 2004 - 2005
Job Vice President at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs September 2005 - Present
Lehman Brothers 2004 - 2005
Education
University of Pennsylvania - The Wharton School 2000 — 2004
Goldman Sachs September 2005 - Present
Lehman Brothers 2004 - 2005
Education
University of Pennsylvania - The Wharton School 2000 — 2004
Walter Todd's Lehman Brothers Experience June 1999 - January 2002
Job Principal at Greenwood Capital Associates
Industry Investment Management
Experience
Greenwood Capital Associates February 2002 - Present
Lehman Brothers June 1999 - January 2002
First Union September 1994 - June 1997
Skills
Private Equity, Asset Management, Hedge Funds, Alternative Investments, Equities, Asset Allocation, Investments, Portfolio Management, Investment Management, Valuation, Investment Strategies, Equity Research, Financial Modeling, ETFs, Capital Markets, Due Diligence, Fixed Income, Mergers & Acquisitions
Education
Wharton Business School 1996 — 1999
MBA, Finance
Washington and Lee University 1989 — 1993
B.S., Business Administration
Greenwood Capital Associates February 2002 - Present
Lehman Brothers June 1999 - January 2002
First Union September 1994 - June 1997
Skills
Private Equity, Asset Management, Hedge Funds, Alternative Investments, Equities, Asset Allocation, Investments, Portfolio Management, Investment Management, Valuation, Investment Strategies, Equity Research, Financial Modeling, ETFs, Capital Markets, Due Diligence, Fixed Income, Mergers & Acquisitions
Education
Wharton Business School 1996 — 1999
MBA, Finance
Washington and Lee University 1989 — 1993
B.S., Business Administration
Tom DeBow's Lehman Brothers Experience June 1991 - March 2008
Job Executive Director JP Morgan
Industry Financial Services
Experience
JP Morgan 2008 - Present
Lehman Brothers June 1991 - March 2008
Education
University of Pennsylvania
JP Morgan 2008 - Present
Lehman Brothers June 1991 - March 2008
Education
University of Pennsylvania
Jackie Frommer (Naturman)'s Lehman Brothers Experience February 1992 - September 2008
Job Managing Director at JP Morgan Chase
Industry Investment Management
Experience
JP Morgan Chase December 2009 - Present
Barclays Capital September 2008 - December 2009
Lehman Brothers February 1992 - September 2008
Merrrill Lynch 1988 - 1992
Skills
Hedge Funds, Equities, Fixed Income, Capital Markets, Asset Management, Investment Banking, Management, Business Strategy, Portfolio Management, Financial Services, Alternative Investments, Derivatives, Private Equity, Strategy, Risk Management, Credit Derivatives
Education
University of Pennsylvania - The Wharton School 1984 — 1988
BS, Finance and Decision Sciences
JP Morgan Chase December 2009 - Present
Barclays Capital September 2008 - December 2009
Lehman Brothers February 1992 - September 2008
Merrrill Lynch 1988 - 1992
Skills
Hedge Funds, Equities, Fixed Income, Capital Markets, Asset Management, Investment Banking, Management, Business Strategy, Portfolio Management, Financial Services, Alternative Investments, Derivatives, Private Equity, Strategy, Risk Management, Credit Derivatives
Education
University of Pennsylvania - The Wharton School 1984 — 1988
BS, Finance and Decision Sciences
ShuYuk (Sherman) Yeung's Lehman Brothers Experience April 2005 - September 2009
Job Programmer Prof MKTS at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2011 - Present
Citigroup September 2009 - May 2011
Lehman Brothers April 2005 - September 2009
Skills
Trading Systems, Sybase, Credit Derivatives, JMS, Fixed Income, Electronic Trading, Equity Derivatives, Spring, FX Options, Interest Rate..., Derivatives, Low Latency, Equities, Capital Markets, Market Data, Prime Brokerage, Structured Products, Investment Banking, Trading, SDLC
Education
University of Pennsylvania 1999 — 2000
Master, TCOM
Bank of America Merrill Lynch May 2011 - Present
Citigroup September 2009 - May 2011
Lehman Brothers April 2005 - September 2009
Skills
Trading Systems, Sybase, Credit Derivatives, JMS, Fixed Income, Electronic Trading, Equity Derivatives, Spring, FX Options, Interest Rate..., Derivatives, Low Latency, Equities, Capital Markets, Market Data, Prime Brokerage, Structured Products, Investment Banking, Trading, SDLC
Education
University of Pennsylvania 1999 — 2000
Master, TCOM
Ethan Senturia's Lehman Brothers Experience July 2008 - September 2008
Job CoFounder and CEO, Dealstruck | Entrepreneur | SMB Advocate | Financial Services
Industry Financial Services
Experience
Dealstruck June 2012 - Present
Ampush Media March 2010 - March 2012
Barclays Capital September 2008 - April 2009
Lehman Brothers July 2008 - September 2008
Skills
Online Advertising, Start-ups, SEM, Entrepreneurship, SEO, Financial Modeling, Google Adwords, Business Strategy, Digital Marketing, Social Media Marketing, Data Analysis, Corporate Finance, Social Media, Web Marketing
Education
University of Pennsylvania - The Wharton School 2004 — 2008
BSE, Finance, Management
Dealstruck June 2012 - Present
Ampush Media March 2010 - March 2012
Barclays Capital September 2008 - April 2009
Lehman Brothers July 2008 - September 2008
Skills
Online Advertising, Start-ups, SEM, Entrepreneurship, SEO, Financial Modeling, Google Adwords, Business Strategy, Digital Marketing, Social Media Marketing, Data Analysis, Corporate Finance, Social Media, Web Marketing
Education
University of Pennsylvania - The Wharton School 2004 — 2008
BSE, Finance, Management
Jason Psirogianes's Lehman Brothers Experience June 1991 - September 2008
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2009 - Present
JPMorgan Chase October 2008 - May 2009
Lehman Brothers June 1991 - September 2008
Lehman Brothers 1991 - 2008
Lehman Brothers 1991 - 2008
Skills
Mutual Funds, Fixed Income, Capital Markets, Trading, Credit, Equities, Series 7, Hedging, Money Market, Structured Products, Derivatives, Investment Banking, Bonds, Hedge Funds, Portfolio Management, Funding, FX Options, Alternative Investments, Trading Strategies, Bloomberg
Education
University of Pennsylvania - The Wharton School 1986 — 1990
BSE, Finance
Indian Hills 1982 — 1986
Morgan Stanley May 2009 - Present
JPMorgan Chase October 2008 - May 2009
Lehman Brothers June 1991 - September 2008
Lehman Brothers 1991 - 2008
Lehman Brothers 1991 - 2008
Skills
Mutual Funds, Fixed Income, Capital Markets, Trading, Credit, Equities, Series 7, Hedging, Money Market, Structured Products, Derivatives, Investment Banking, Bonds, Hedge Funds, Portfolio Management, Funding, FX Options, Alternative Investments, Trading Strategies, Bloomberg
Education
University of Pennsylvania - The Wharton School 1986 — 1990
BSE, Finance
Indian Hills 1982 — 1986
David Schell's Lehman Brothers Experience 2005 - 2008
Job Executive Director at UBS Investment Bank
Industry Commercial Real Estate
Experience
UBS Investment Bank June 2011 - Present
Morgan Stanley 2010 - 2011
Credit Suisse 2009 - 2010
NewOak Capital 2008 - 2009
Barclays Capital 2008 - 2008
Lehman Brothers 2005 - 2008
Skills
CMBS, Valuation, Due Diligence, Capital Markets, Real Estate Economics, Financial Modeling, Fixed Income, MBS, CDO, Securitization, Financial Structuring, Equities, Private Equity, Structured Finance, Mezzanine, Bloomberg, Structured Products, Portfolio Management, Credit, Investments, Investment Banking, Real Estate Financing, ABS, Asset Management, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2001 — 2004
UBS Investment Bank June 2011 - Present
Morgan Stanley 2010 - 2011
Credit Suisse 2009 - 2010
NewOak Capital 2008 - 2009
Barclays Capital 2008 - 2008
Lehman Brothers 2005 - 2008
Skills
CMBS, Valuation, Due Diligence, Capital Markets, Real Estate Economics, Financial Modeling, Fixed Income, MBS, CDO, Securitization, Financial Structuring, Equities, Private Equity, Structured Finance, Mezzanine, Bloomberg, Structured Products, Portfolio Management, Credit, Investments, Investment Banking, Real Estate Financing, ABS, Asset Management, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2001 — 2004
Olivia Mauro's Lehman Brothers Experience July 2007 - September 2008
Job Analyst at Brookfield Asset Management
Industry Financial Services
Experience
Brookfield Asset Management August 2014 - Present
Barclays September 2008 - August 2014
Lehman Brothers July 2007 - September 2008
Skills
Financial Modeling, Valuation, Special Situations, Investment Banking, Private Equity, Corporate Finance, Bloomberg, Hedge Funds, Equities, Emerging Markets, Capital Markets, Equity Research, Due Diligence, Fixed Income, Derivatives, LBO, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2003 — 2007
BS, Finance and Management
Brookfield Asset Management August 2014 - Present
Barclays September 2008 - August 2014
Lehman Brothers July 2007 - September 2008
Skills
Financial Modeling, Valuation, Special Situations, Investment Banking, Private Equity, Corporate Finance, Bloomberg, Hedge Funds, Equities, Emerging Markets, Capital Markets, Equity Research, Due Diligence, Fixed Income, Derivatives, LBO, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2003 — 2007
BS, Finance and Management
Vanessa Brocco vbrocco4@gmail.com's Lehman Brothers Experience August 1998 - June 2008
Job Global Manager for IR, Equity, FX, and Commodity Derivatives for Americas, Asia, MESA, and EURA at Bloomberg
Industry Financial Services
Experience
Bloomberg September 2010 - Present
Bloomberg March 2009 - October 2010
Lehman Brothers August 1998 - June 2008
Van Der Moolen Specialists-USA 1998 - 2008
Van der Moolen August 1998 - December 2007
Skills
Trading, Equities, Licensing, Options, Derivatives, Securities, Capital Markets, Hedge Funds, Fixed Income, FX Options, ETFs, Technical Analysis, Emerging Markets, Alternative Investments, Investments, Equity Derivatives, Equity Research, Investment Banking, Series 7
Education
University of Pennsylvania 1994 — 1998
BS, Finance, Psychology Minor
Rye Neck High School 1990 — 1994
High School Diploma
Bloomberg September 2010 - Present
Bloomberg March 2009 - October 2010
Lehman Brothers August 1998 - June 2008
Van Der Moolen Specialists-USA 1998 - 2008
Van der Moolen August 1998 - December 2007
Skills
Trading, Equities, Licensing, Options, Derivatives, Securities, Capital Markets, Hedge Funds, Fixed Income, FX Options, ETFs, Technical Analysis, Emerging Markets, Alternative Investments, Investments, Equity Derivatives, Equity Research, Investment Banking, Series 7
Education
University of Pennsylvania 1994 — 1998
BS, Finance, Psychology Minor
Rye Neck High School 1990 — 1994
High School Diploma
Martin Ragde's Lehman Brothers Experience 1990 - 2008
Job MD at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital 2011 - Present
Barclays Capital 2008 - 2011
Lehman Brothers 1990 - 2008
Skills
Investment Banking, Capital Markets, High Yield, Derivatives, Equities, Private Equity, Interest Rate..., Financial Structuring, Securities, Valuation, Risk Management, Strategy, Restructuring, Capital, Corporate Finance, Finance, IPO, Private Placements
Education
Wharton School, University of Pennsylvania 1988 — 1990
Master of Business Administration (MBA)
University of Virginia 1982 — 1986
Bachelor's degree
Barclays Capital 2011 - Present
Barclays Capital 2008 - 2011
Lehman Brothers 1990 - 2008
Skills
Investment Banking, Capital Markets, High Yield, Derivatives, Equities, Private Equity, Interest Rate..., Financial Structuring, Securities, Valuation, Risk Management, Strategy, Restructuring, Capital, Corporate Finance, Finance, IPO, Private Placements
Education
Wharton School, University of Pennsylvania 1988 — 1990
Master of Business Administration (MBA)
University of Virginia 1982 — 1986
Bachelor's degree
Fred Steinberg's Lehman Brothers Experience 1993 - 2008
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2008 - Present
Lehman Brothers 1993 - 2008
Prudential Securities 1991 - 1993
Aurthur Andersen LLP 1986 - 1991
Skills
Fixed Income, Capital Markets, Private Equity, Hedge Funds, Investment Banking
Education
University of Pennsylvania - The Wharton School 1982 — 1986
Economics, Accounting and Finance
Morgan Stanley May 2008 - Present
Lehman Brothers 1993 - 2008
Prudential Securities 1991 - 1993
Aurthur Andersen LLP 1986 - 1991
Skills
Fixed Income, Capital Markets, Private Equity, Hedge Funds, Investment Banking
Education
University of Pennsylvania - The Wharton School 1982 — 1986
Economics, Accounting and Finance
David Sturek's Lehman Brothers Experience August 2001 - March 2007
Job Healthcare Investor and Finance Professional
Industry Hospital & Health Care
Experience
BelHealth Investment Partners June 2011 - May 2015
Mobile Health Management Services, Inc. June 2010 - May 2012
Sandata Technologies April 2009 - June 2010
JP Morgan April 2007 - June 2008
Lehman Brothers August 2001 - March 2007
Skills
Private Equity, Corporate Development, Financial Modeling, Management, Mergers & Acquisitions, Due Diligence, Finance, Strategy, Strategic Planning, Business Strategy
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance and Health Care
Virginia Tech 1989 — 1993
B.S., Industrial and Systems Engineering
BelHealth Investment Partners June 2011 - May 2015
Mobile Health Management Services, Inc. June 2010 - May 2012
Sandata Technologies April 2009 - June 2010
JP Morgan April 2007 - June 2008
Lehman Brothers August 2001 - March 2007
Skills
Private Equity, Corporate Development, Financial Modeling, Management, Mergers & Acquisitions, Due Diligence, Finance, Strategy, Strategic Planning, Business Strategy
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance and Health Care
Virginia Tech 1989 — 1993
B.S., Industrial and Systems Engineering
Sebastiano Riva's Lehman Brothers Experience May 2004 - May 2008
Job Corporate Debt Finance at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities August 2011 - Present
Societe Generale January 2009 - Present
Lehman Brothers May 2004 - May 2008
TD Securities April 2000 - May 2004
DLJ April 1998 - April 2000
Bankers Trust September 1994 - April 1998
Citibank June 1993 - September 1994
Education
University of Pennsylvania - The Wharton School 1990 — 1993
BS, Economics/Finance
Wells Fargo Securities August 2011 - Present
Societe Generale January 2009 - Present
Lehman Brothers May 2004 - May 2008
TD Securities April 2000 - May 2004
DLJ April 1998 - April 2000
Bankers Trust September 1994 - April 1998
Citibank June 1993 - September 1994
Education
University of Pennsylvania - The Wharton School 1990 — 1993
BS, Economics/Finance
Larry Wieseneck's Lehman Brothers Experience 1997 - 2008
Job Managing Director at Barclays Capital
Industry Financial Services
Experience
Barclays July 2013 - June 2014
Barclays March 2012 - July 2013
Barclays Capital September 2008 - March 2012
Lehman Brothers 1997 - 2008
Salomon Brothers July 1992 - October 1997
Skills
Strategy, Investment Banking, Risk Management, Financial Structuring, Management, Capital Markets, Fixed Income, Equities, Hedge Funds, Derivatives, Private Equity, Valuation, Structured Products, Alternative Investments, Corporate Finance, Credit Derivatives, Emerging Markets, Equity Derivatives
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA, Finance
University of Pennsylvania - The Wharton School 1983 — 1987
BS in Economics, Finance and Political Science
Barclays July 2013 - June 2014
Barclays March 2012 - July 2013
Barclays Capital September 2008 - March 2012
Lehman Brothers 1997 - 2008
Salomon Brothers July 1992 - October 1997
Skills
Strategy, Investment Banking, Risk Management, Financial Structuring, Management, Capital Markets, Fixed Income, Equities, Hedge Funds, Derivatives, Private Equity, Valuation, Structured Products, Alternative Investments, Corporate Finance, Credit Derivatives, Emerging Markets, Equity Derivatives
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA, Finance
University of Pennsylvania - The Wharton School 1983 — 1987
BS in Economics, Finance and Political Science
Collin CJ Karthauser's Lehman Brothers Experience 2003 - 2004
Job Director at Hanover Street Capital (Deutsche Bank CRE Platform)
Industry Real Estate
Experience
Hanover Street Capital / Deutsche Bank CRE Platform April 2014 - Present
Wells Fargo CMBS / Real Estate Capital Markets August 2012 - March 2014
Wells Fargo Commercial Real Estate July 2010 - July 2012
Skiritai Capital 2004 - 2008
Lehman Brothers 2003 - 2004
Skills
Hedge Funds, Equity Research, Underwriting, Valuation, Investment Banking, Financial Modeling, Capital Markets, Private Equity, LBO, Equities, Investments, Alternative Investments, Bloomberg, Due Diligence, Corporate Finance, Portfolio Management, Financial Structuring, Loan Origination
Education
University of Pennsylvania - The Wharton School 2008 — 2010
Master of Business Administration (MBA), Real Estate and Finance
University of Southern California - Marshall School of Business 2002 — 2003
Master of Accounting, Accounting
Occidental College 1998 — 2000
Bachelor, History
Hanover Street Capital / Deutsche Bank CRE Platform April 2014 - Present
Wells Fargo CMBS / Real Estate Capital Markets August 2012 - March 2014
Wells Fargo Commercial Real Estate July 2010 - July 2012
Skiritai Capital 2004 - 2008
Lehman Brothers 2003 - 2004
Skills
Hedge Funds, Equity Research, Underwriting, Valuation, Investment Banking, Financial Modeling, Capital Markets, Private Equity, LBO, Equities, Investments, Alternative Investments, Bloomberg, Due Diligence, Corporate Finance, Portfolio Management, Financial Structuring, Loan Origination
Education
University of Pennsylvania - The Wharton School 2008 — 2010
Master of Business Administration (MBA), Real Estate and Finance
University of Southern California - Marshall School of Business 2002 — 2003
Master of Accounting, Accounting
Occidental College 1998 — 2000
Bachelor, History
Alex A. Romanov's Lehman Brothers Experience 2005 - 2008
Job Managing Director at B.R. Becker, LLP.
Industry Venture Capital & Private Equity
Experience
B.R. Becker, LLP. 2008 - Present
Lehman Brothers 2005 - 2008
Lehman Brothers 2000 - 2005
Capital One 1995 - 1998
McKinsey & Company 1993 - 1995
McKinsey & Company 1990 - 1993
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
Princeton University 1986 — 1990
B.A., Political Economics
B.R. Becker, LLP. 2008 - Present
Lehman Brothers 2005 - 2008
Lehman Brothers 2000 - 2005
Capital One 1995 - 1998
McKinsey & Company 1993 - 1995
McKinsey & Company 1990 - 1993
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
Princeton University 1986 — 1990
B.A., Political Economics
Kevin Lee Thatcher's Lehman Brothers Experience 2004 - 2008
Job Vice President Business Development at Snapon Incorporated
Industry Business Supplies and Equipment
Experience
Snap-on Incorporated August 2010 - Present
Barclays Capital September 2008 - March 2009
Lehman Brothers 2004 - 2008
Salomon Brothers 1987 - December 2002
Skills
Mergers & Acquisitions, Equities, Investment Banking, Valuation, Business Development, Management, Mergers, Financial Modeling, Business Strategy, Strategy, Corporate Finance
Education
The University of Chicago 1985 — 1987
Master of Business Administration, Summa Cum Laude, Concentrations in Finance, Statistics and Econometrics
University of Pennsylvania - The Wharton School 1981 — 1985
Bachelor of Science in Economics, Summa Cum Laude, Majors in Finance and Decision Sciences
Snap-on Incorporated August 2010 - Present
Barclays Capital September 2008 - March 2009
Lehman Brothers 2004 - 2008
Salomon Brothers 1987 - December 2002
Skills
Mergers & Acquisitions, Equities, Investment Banking, Valuation, Business Development, Management, Mergers, Financial Modeling, Business Strategy, Strategy, Corporate Finance
Education
The University of Chicago 1985 — 1987
Master of Business Administration, Summa Cum Laude, Concentrations in Finance, Statistics and Econometrics
University of Pennsylvania - The Wharton School 1981 — 1985
Bachelor of Science in Economics, Summa Cum Laude, Majors in Finance and Decision Sciences
Theresa Chen, CFA's Lehman Brothers Experience July 2008 - September 2008
Job Vice President MLP Equity Research
Industry Financial Services
Experience
Barclays Capital June 2013 - Present
Barclays Capital June 2011 - June 2013
Barclays Capital October 2008 - May 2011
Lehman Brothers July 2008 - September 2008
Skills
Financial Modeling, Valuation, Equities, Economics, Equity Research, Bloomberg
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science, Economics, Finance, Summa Cum Laude
Barclays Capital June 2013 - Present
Barclays Capital June 2011 - June 2013
Barclays Capital October 2008 - May 2011
Lehman Brothers July 2008 - September 2008
Skills
Financial Modeling, Valuation, Equities, Economics, Equity Research, Bloomberg
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science, Economics, Finance, Summa Cum Laude
Sam Oh, CPA CFA's Lehman Brothers Experience 1994 - 1996
Job Founder, Mountain Capital
Industry Investment Management
Experience
Mountain Capital Mananagment July 2015 - Present
Apollo Management April 2008 - December 2014
Morgan Stanley 1998 - 2008
HSBC Securities 1997 - 1999
Lehman Brothers 1994 - 1996
Price Waterhouse 1992 - 1994
Education
Yale University - Yale School of Management 1997 — 1999
MBA, Accounting and Finance
University of Pennsylvania - The Wharton School 1988 — 1992
B.Sc., Accounting & Finance
Mountain Capital Mananagment July 2015 - Present
Apollo Management April 2008 - December 2014
Morgan Stanley 1998 - 2008
HSBC Securities 1997 - 1999
Lehman Brothers 1994 - 1996
Price Waterhouse 1992 - 1994
Education
Yale University - Yale School of Management 1997 — 1999
MBA, Accounting and Finance
University of Pennsylvania - The Wharton School 1988 — 1992
B.Sc., Accounting & Finance
Bill Best's Lehman Brothers Experience 1983 - 1985
Job Managing Director, Van Eck Global
Industry Investment Management
Experience
Trickle Up December 2013 - Present
Van Eck Global Market Vectors ETFs June 2008 - Present
Bear Stearns Asset Management May 2007 - June 2008
VegaPlus Capital Partners October 2004 - May 2007
Rothschild Asset Management March 1993 - June 2000
Brown Brothers Harriman September 1989 - March 1993
IFC - International Finance Corporation June 1988 - August 1988
Arral & Partners 1986 - 1987
Lehman Brothers 1983 - 1985
Skills
Equities, Alternative Investments, Portfolio Management, Asset Management, Hedge Funds, Fixed Income
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance and Public Policy
Williams College 1979 — 1983
BA, Political Economy
John Jay High School 1976 — 1979
Trickle Up December 2013 - Present
Van Eck Global Market Vectors ETFs June 2008 - Present
Bear Stearns Asset Management May 2007 - June 2008
VegaPlus Capital Partners October 2004 - May 2007
Rothschild Asset Management March 1993 - June 2000
Brown Brothers Harriman September 1989 - March 1993
IFC - International Finance Corporation June 1988 - August 1988
Arral & Partners 1986 - 1987
Lehman Brothers 1983 - 1985
Skills
Equities, Alternative Investments, Portfolio Management, Asset Management, Hedge Funds, Fixed Income
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance and Public Policy
Williams College 1979 — 1983
BA, Political Economy
John Jay High School 1976 — 1979
Jason Da Rosa's Lehman Brothers Experience June 2008 - August 2008
Job MBA Candidate at The Wharton School
Industry Higher Education
Experience
American Securities July 2014 - June 2015
American Securities August 2012 - June 2014
Deutsche Bank July 2010 - August 2012
Nomura June 2009 - August 2009
Morgan Stanley September 2008 - November 2008
Lehman Brothers June 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science (BS), Finance, Accounting, Management
American Securities July 2014 - June 2015
American Securities August 2012 - June 2014
Deutsche Bank July 2010 - August 2012
Nomura June 2009 - August 2009
Morgan Stanley September 2008 - November 2008
Lehman Brothers June 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science (BS), Finance, Accounting, Management
Robert Swindell's Lehman Brothers Experience 1986 - 2003
Job Senior Managing Director at Global Leveraged Capital
Industry Investment Banking
Experience
Global Leveraged Capital 2012 - Present
FBR Capital Markets 2009 - 2012
Watch Hill Partners 2008 - 2009
Civitas Group 2004 - 2009
Lehman Brothers 1986 - 2003
Skills
Investment Banking, Corporate Finance, Equities, Valuation, Corporate Development, Due Diligence, Capital Markets, Investments, Venture Capital, Strategy, Financial Modeling, Restructuring, Portfolio Management, Private Equity, Hedge Funds, Trading, Leveraged Finance, Financial Services, Mergers, Bonds
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA
University of Virginia 1978 — 1982
BA, Economics
Gilman School 1972 — 1978
Global Leveraged Capital 2012 - Present
FBR Capital Markets 2009 - 2012
Watch Hill Partners 2008 - 2009
Civitas Group 2004 - 2009
Lehman Brothers 1986 - 2003
Skills
Investment Banking, Corporate Finance, Equities, Valuation, Corporate Development, Due Diligence, Capital Markets, Investments, Venture Capital, Strategy, Financial Modeling, Restructuring, Portfolio Management, Private Equity, Hedge Funds, Trading, Leveraged Finance, Financial Services, Mergers, Bonds
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA
University of Virginia 1978 — 1982
BA, Economics
Gilman School 1972 — 1978
David Weiser's Lehman Brothers Experience July 2002 - December 2003
Job Securities Analyst
Industry Investment Management
Experience
TowerView LLC January 2007 - Present
Golub Capital May 2005 - January 2007
The Solaris Group January 2004 - April 2005
Lehman Brothers July 2002 - December 2003
Skills
Financial Modeling, Private Equity, Due Diligence, Investment Banking, Investments, Mergers & Acquisitions, Valuation, Asset Management, Equities, Leveraged Finance
Education
Wharton School, University of Pennsylvania 1998 — 2002
Bachelor of Science, Finance and Accounting
TowerView LLC January 2007 - Present
Golub Capital May 2005 - January 2007
The Solaris Group January 2004 - April 2005
Lehman Brothers July 2002 - December 2003
Skills
Financial Modeling, Private Equity, Due Diligence, Investment Banking, Investments, Mergers & Acquisitions, Valuation, Asset Management, Equities, Leveraged Finance
Education
Wharton School, University of Pennsylvania 1998 — 2002
Bachelor of Science, Finance and Accounting
Thuy Vu Taitt's Lehman Brothers Experience 1997 - 1999
Job Air Products and Chemicals, Inc.
Industry Law Practice
Experience
Air Products and Chemicals, Inc. August 2010 - Present
McKenna Long & Aldridge LLP 2002 - August 2010
Fried Frank June 2001 - August 2001
Saul Ewing LLP June 2000 - August 2000
Lehman Brothers 1997 - 1999
Davis Polk & Wardwell LLP 1996 - 1997
Skills
Civil Litigation, Commercial Litigation, Arbitration, Appeals, Mediation, Intellectual Property, Trade Secrets, Dispute Resolution, Class Actions, Securities Litigation, Legal Writing, Corporate Law, Litigation Support, Torts, Litigation, Competition Law
Education
University of Virginia School of Law 1999 — 2002
University of Pennsylvania 1992 — 1996
Air Products and Chemicals, Inc. August 2010 - Present
McKenna Long & Aldridge LLP 2002 - August 2010
Fried Frank June 2001 - August 2001
Saul Ewing LLP June 2000 - August 2000
Lehman Brothers 1997 - 1999
Davis Polk & Wardwell LLP 1996 - 1997
Skills
Civil Litigation, Commercial Litigation, Arbitration, Appeals, Mediation, Intellectual Property, Trade Secrets, Dispute Resolution, Class Actions, Securities Litigation, Legal Writing, Corporate Law, Litigation Support, Torts, Litigation, Competition Law
Education
University of Virginia School of Law 1999 — 2002
University of Pennsylvania 1992 — 1996
Mukesh Mungarajah's Lehman Brothers Experience 2003 - 2008
Job Macro Trader at SAC Capital
Industry Financial Services
Experience
SAC Capital April 2008 - Present
Lehman Brothers 2003 - 2008
Morgan Stanley 1999 - 2001
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Finance
The University of Chicago 1995 — 1999
BA, Finance
SAC Capital April 2008 - Present
Lehman Brothers 2003 - 2008
Morgan Stanley 1999 - 2001
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Finance
The University of Chicago 1995 — 1999
BA, Finance
Tyler Kyle, CFA's Lehman Brothers Experience July 2007 - September 2008
Job Director at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets December 2011 - Present
BMO Capital Markets July 2010 - December 2011
Barclays Capital September 2008 - July 2010
Lehman Brothers July 2007 - September 2008
Skills
Capital Markets, Bloomberg, Hedge Funds, Valuation, Financial Modeling, Equities, Fixed Income, Alternative Investments, Private Equity, Equity Valuation, Emerging Markets, Financial Markets, Derivatives, Investments, Series 7, Asset Managment, Portfolio Management, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
Williams College
BA
BMO Capital Markets December 2011 - Present
BMO Capital Markets July 2010 - December 2011
Barclays Capital September 2008 - July 2010
Lehman Brothers July 2007 - September 2008
Skills
Capital Markets, Bloomberg, Hedge Funds, Valuation, Financial Modeling, Equities, Fixed Income, Alternative Investments, Private Equity, Equity Valuation, Emerging Markets, Financial Markets, Derivatives, Investments, Series 7, Asset Managment, Portfolio Management, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
Williams College
BA
Lei Hao's Lehman Brothers Experience July 2006 - July 2009
Job Student at University of Pennsylvania The Wharton School
Industry Financial Services
Experience
Baring Private Equity Asia May 2010 - August 2010
Lehman Brothers July 2006 - July 2009
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Baring Private Equity Asia May 2010 - August 2010
Lehman Brothers July 2006 - July 2009
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Alicia Raisinghani's Lehman Brothers Experience 2008 - 2008
Job Manager, Strategy and Operations at Samsung
Industry Internet
Experience
Samsung 2014 - Present
Avondale, LEFT LANE 2012 - 2014
Goldman Sachs 2010 - 2012
LaSalle Investment Management 2009 - 2010
Lehman Brothers 2008 - 2008
Campus Apartments 2007 - 2007
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Northville High School
Samsung 2014 - Present
Avondale, LEFT LANE 2012 - 2014
Goldman Sachs 2010 - 2012
LaSalle Investment Management 2009 - 2010
Lehman Brothers 2008 - 2008
Campus Apartments 2007 - 2007
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Northville High School
Brad Roberts's Lehman Brothers Experience August 1996 - June 1998
Job Managing Director, Credit Trading at Nomura Securities
Industry Investment Banking
Experience
Nomura Securities June 2014 - July 2015
Royal Bank of Scotland January 2008 - May 2014
Goldman Sachs January 2005 - January 2008
Morgan Stanley August 2000 - January 2005
Lehman Brothers August 1996 - June 1998
Skills
High Yield, Special Situations, CDS, Credit Derivatives, Hedge Funds, Credit Trading, Alternative Investments
Education
Wharton School, University of Pennsylvania 1998 — 2000
MBA, Finance
Wesleyan University 1992 — 1996
BA, Math/Econ
Nomura Securities June 2014 - July 2015
Royal Bank of Scotland January 2008 - May 2014
Goldman Sachs January 2005 - January 2008
Morgan Stanley August 2000 - January 2005
Lehman Brothers August 1996 - June 1998
Skills
High Yield, Special Situations, CDS, Credit Derivatives, Hedge Funds, Credit Trading, Alternative Investments
Education
Wharton School, University of Pennsylvania 1998 — 2000
MBA, Finance
Wesleyan University 1992 — 1996
BA, Math/Econ
Kyuri Weng, CFA's Lehman Brothers Experience July 2000 - April 2002
Job Senior Investment Analyst at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. June 2010 - Present
Morgan Stanley / Van Kampen Investments September 2007 - May 2010
BlackRock May 2002 - August 2007
Lehman Brothers July 2000 - April 2002
Skills
Asset Management, Due Diligence, Equities, Investments, Mutual Funds, Fixed Income, Portfolio Management, Investment Management, Alternative Investments, Asset Allocation, Hedge Funds, Securities, Investment Strategies
Education
University of Pennsylvania - The Wharton School 1996 — 2000
BS, Economics
Invesco Ltd. June 2010 - Present
Morgan Stanley / Van Kampen Investments September 2007 - May 2010
BlackRock May 2002 - August 2007
Lehman Brothers July 2000 - April 2002
Skills
Asset Management, Due Diligence, Equities, Investments, Mutual Funds, Fixed Income, Portfolio Management, Investment Management, Alternative Investments, Asset Allocation, Hedge Funds, Securities, Investment Strategies
Education
University of Pennsylvania - The Wharton School 1996 — 2000
BS, Economics
Doug Kenney's Lehman Brothers Experience 2007 - 2008
Job Founder/CEO at Theater Made Easy LLC
Industry Entertainment
Experience
Theater Made Easy LLC July 2014 - Present
Bain Capital August 2012 - July 2014
The Blackstone Group November 2009 - July 2012
Lehman Brothers 2007 - 2008
Skills
Valuation, Financial Modeling, Investment Banking, Bloomberg, Hedge Funds, Equities, Private Equity, Capital Markets, Fixed Income, Corporate Finance, Equity Research, Alternative Investments, Investments, Financial Analysis, Due Diligence, Derivatives, Asset Management, Portfolio Management, LBO, Emerging Markets
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor's Degree, Finance, General
Marple Newtown High School 2001 — 2005
High School Diploma
Theater Made Easy LLC July 2014 - Present
Bain Capital August 2012 - July 2014
The Blackstone Group November 2009 - July 2012
Lehman Brothers 2007 - 2008
Skills
Valuation, Financial Modeling, Investment Banking, Bloomberg, Hedge Funds, Equities, Private Equity, Capital Markets, Fixed Income, Corporate Finance, Equity Research, Alternative Investments, Investments, Financial Analysis, Due Diligence, Derivatives, Asset Management, Portfolio Management, LBO, Emerging Markets
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor's Degree, Finance, General
Marple Newtown High School 2001 — 2005
High School Diploma
Doug Payne's Lehman Brothers Experience 2004 - 2007
Job Vice President at LFG
Industry Financial Services
Experience
LFG October 2014 - Present
Alleghany Capital Partners LLC / Roundwood Asset Management LLC August 2011 - October 2014
Chesapeake Partners 2010 - 2010
Vestar Capital Partners 2007 - 2009
Lehman Brothers 2004 - 2007
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance and Management
Washington University in St. Louis 2000 — 2004
BSBA, Finance and Accounting
LFG October 2014 - Present
Alleghany Capital Partners LLC / Roundwood Asset Management LLC August 2011 - October 2014
Chesapeake Partners 2010 - 2010
Vestar Capital Partners 2007 - 2009
Lehman Brothers 2004 - 2007
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance and Management
Washington University in St. Louis 2000 — 2004
BSBA, Finance and Accounting
Enrique Menocal's Lehman Brothers Experience June 1988 - June 1996
Job Corporate Treasurer, Chief Financial Officer & Member of the Board of Directors at Peregrine Group Inc.
Industry Construction
Experience
Peregrine Group Inc. September 2011 - Present
Klassik Builders Inc. January 2010 - Present
Peregrine Development Company Inc. April 1996 - December 2009
Peregrine Management Company Inc. April 1995 - March 2004
Lehman Brothers June 1988 - June 1996
Coopers & Lybrand January 1981 - June 1988
Skills
Capital Structure, Financial Operations, Divestitures, Buyouts, Capital Raising, Cash Flow Forecasting, Working Capital..., Treasury, IPO, Capital, Debt Restructuring, Turnaround Experience, Treasury Management, Financial Transactions, M&A experience, Revenue Recognition, Funding, Financial Structuring, Valuation, Acquisition Integration, Corporate Development, Structured Finance, Investor Relations, Financial Forecasting, Acquisitions, Business Valuation, Project Finance, Management, Due Diligence, Finance, Strategic Planning, Financial Modeling, Investments, Financial Analysis, Business Strategy
Education
University of Pennsylvania - The Wharton School 1977 — 1981
Bachelor of Science (BS), Accounting and Finance
Radnor HIgh School 1972 — 1976
Peregrine Group Inc. September 2011 - Present
Klassik Builders Inc. January 2010 - Present
Peregrine Development Company Inc. April 1996 - December 2009
Peregrine Management Company Inc. April 1995 - March 2004
Lehman Brothers June 1988 - June 1996
Coopers & Lybrand January 1981 - June 1988
Skills
Capital Structure, Financial Operations, Divestitures, Buyouts, Capital Raising, Cash Flow Forecasting, Working Capital..., Treasury, IPO, Capital, Debt Restructuring, Turnaround Experience, Treasury Management, Financial Transactions, M&A experience, Revenue Recognition, Funding, Financial Structuring, Valuation, Acquisition Integration, Corporate Development, Structured Finance, Investor Relations, Financial Forecasting, Acquisitions, Business Valuation, Project Finance, Management, Due Diligence, Finance, Strategic Planning, Financial Modeling, Investments, Financial Analysis, Business Strategy
Education
University of Pennsylvania - The Wharton School 1977 — 1981
Bachelor of Science (BS), Accounting and Finance
Radnor HIgh School 1972 — 1976
Thomas J. Ullian's Lehman Brothers Experience 1985 - 2003
Job CoFounder
Industry Internet
Experience
RNsights April 2010 - Present
North American Industries, Inc. 2003 - 2008
Lehman Brothers 1985 - 2003
Skills
Venture Capital, Corporate Development, Private Equity, Marketing, Market Research, Nursing, Start-ups, Entrepreneurship, Management, Strategic Partnerships
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance
Wesleyan University 1981 — 1985
BA, Psychology
Weston HIgh School
RNsights April 2010 - Present
North American Industries, Inc. 2003 - 2008
Lehman Brothers 1985 - 2003
Skills
Venture Capital, Corporate Development, Private Equity, Marketing, Market Research, Nursing, Start-ups, Entrepreneurship, Management, Strategic Partnerships
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance
Wesleyan University 1981 — 1985
BA, Psychology
Weston HIgh School
Barry Gottfried's Lehman Brothers Experience February 1999 - September 2008
Job Investment Banker
Industry Investment Banking
Experience
Stifel August 2015 - Present
Wells Fargo June 2012 - August 2015
Barclays Capital September 2008 - June 2012
Lehman Brothers February 1999 - September 2008
Goldman Sachs July 1979 - February 1999
Skills
Fixed Income, Capital Markets, Structured Finance, Financial Structuring, Investment Banking, Bonds, Valuation, Derivatives, Structured Products, Interest Rate..., Securities, Financial Modeling, Bloomberg
Education
New York University School of Graduate Business Administration 1982 — 1986
Master of Business Administration (MBA), Finance
Wharton School, University of Pennsylvania 1975 — 1979
B.S.Econ., Finance
Stifel August 2015 - Present
Wells Fargo June 2012 - August 2015
Barclays Capital September 2008 - June 2012
Lehman Brothers February 1999 - September 2008
Goldman Sachs July 1979 - February 1999
Skills
Fixed Income, Capital Markets, Structured Finance, Financial Structuring, Investment Banking, Bonds, Valuation, Derivatives, Structured Products, Interest Rate..., Securities, Financial Modeling, Bloomberg
Education
New York University School of Graduate Business Administration 1982 — 1986
Master of Business Administration (MBA), Finance
Wharton School, University of Pennsylvania 1975 — 1979
B.S.Econ., Finance
Jake Greenblatt's Lehman Brothers Experience May 2007 - July 2007
Job Investment Analyst at Privet Capital
Industry Investment Banking
Experience
Privet Capital June 2012 - Present
The Wharton School August 2011 - May 2013
Barclays Capital September 2008 - May 2011
Barclays Capital 2008 - 2011
Lehman Brothers May 2007 - July 2007
Lehman Brothers January 2007 - May 2007
Lehman Brothers June 2006 - August 2006
Skills
Financial Modeling, Valuation, Investment Banking, Equity Research, Capital Markets, Bloomberg, Equities, Private Equity, DCF, Corporate Finance, Hedge Funds, Derivatives, Financial Analysis, Competitive Analysis, Trading, Emerging Markets
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Innovation
Washington University in St. Louis - Olin Business School 2004 — 2008
BSBA, Finance, Entrepreneurship, International Business
Privet Capital June 2012 - Present
The Wharton School August 2011 - May 2013
Barclays Capital September 2008 - May 2011
Barclays Capital 2008 - 2011
Lehman Brothers May 2007 - July 2007
Lehman Brothers January 2007 - May 2007
Lehman Brothers June 2006 - August 2006
Skills
Financial Modeling, Valuation, Investment Banking, Equity Research, Capital Markets, Bloomberg, Equities, Private Equity, DCF, Corporate Finance, Hedge Funds, Derivatives, Financial Analysis, Competitive Analysis, Trading, Emerging Markets
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Innovation
Washington University in St. Louis - Olin Business School 2004 — 2008
BSBA, Finance, Entrepreneurship, International Business
Dawn Radigan's Lehman Brothers Experience December 2007 - September 2008
Job Banking Assistant
Industry Investment Banking
Experience
Barclays September 2008 - Present
Lehman Brothers December 2007 - September 2008
Global Edge, Inc. August 2003 - October 2007
Skills
Investment Banking, Banking
Education
University of Phoenix 2003 — 2005
SUNY College at Oneonta 1998 — 1999
St. Edmund Preparatory High School 1994 — 1998
Barclays September 2008 - Present
Lehman Brothers December 2007 - September 2008
Global Edge, Inc. August 2003 - October 2007
Skills
Investment Banking, Banking
Education
University of Phoenix 2003 — 2005
SUNY College at Oneonta 1998 — 1999
St. Edmund Preparatory High School 1994 — 1998
Joshua Abramson's Lehman Brothers Experience June 2006 - September 2008
Job
Industry Financial Services
Experience
The Blackstone Group July 2012 - Present
Barclays September 2008 - May 2009
Lehman Brothers June 2006 - September 2008
Skills
Private Equity, Capital Markets, Hedge Funds, Due Diligence, Corporate Finance, Securities, Investment Banking, Equities, Mergers & Acquisitions, Structured Finance, Alternative Investments, Investments, Real Estate, Financial Analysis, Bloomberg, Fixed Income, Asset Management, Derivatives, Portfolio Management, Venture Capital, Emerging Markets, Financial Modeling, Valuation, Management, Financial Services, Microsoft Excel, Trading, LBO, Bonds
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Finance, Real Estate
University of Pennsylvania Law School 2009 — 2012
Doctor of Law (JD), Law
Wesleyan University 2002 — 2006
Bachelor of Arts (BA)
The Blackstone Group July 2012 - Present
Barclays September 2008 - May 2009
Lehman Brothers June 2006 - September 2008
Skills
Private Equity, Capital Markets, Hedge Funds, Due Diligence, Corporate Finance, Securities, Investment Banking, Equities, Mergers & Acquisitions, Structured Finance, Alternative Investments, Investments, Real Estate, Financial Analysis, Bloomberg, Fixed Income, Asset Management, Derivatives, Portfolio Management, Venture Capital, Emerging Markets, Financial Modeling, Valuation, Management, Financial Services, Microsoft Excel, Trading, LBO, Bonds
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Finance, Real Estate
University of Pennsylvania Law School 2009 — 2012
Doctor of Law (JD), Law
Wesleyan University 2002 — 2006
Bachelor of Arts (BA)
Brian Marcus's Lehman Brothers Experience July 2005 - June 2007
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2007 - Present
Lehman Brothers July 2005 - June 2007
Education
Wharton School, University of Pennsylvania 2001 — 2005
Bachelor of Science (BS), Economics
Morgan Stanley July 2007 - Present
Lehman Brothers July 2005 - June 2007
Education
Wharton School, University of Pennsylvania 2001 — 2005
Bachelor of Science (BS), Economics
Paul Michowicz, CFA, FRM's Lehman Brothers Experience March 2000 - September 2001
Job Managing Director at Advisors Asset Management, Inc.
Industry Investment Management
Experience
Advisors Asset Management, Inc. September 2011 - Present
Texel Fixed Income Hedge Fund January 2007 - August 2011
Huxley Capital Management 2008 - 2009
Texel Fixed Income Hedge Fund March 2005 - December 2007
GMAC-RFC July 2003 - March 2005
Lehman Brothers March 2000 - September 2001
Deutsche Bank July 1999 - March 2000
Bankers Trust August 1994 - July 1999
Goldman Sachs May 1993 - July 1993
Macquarie Group January 1988 - August 1992
Skills
Structured Products, Portfolio Management, Options, Investment Strategies, Private Equity, Hedge Funds, Investment Banking, Risk Management, ABS, MBS, CDO, Bloomberg, Alternative Investments, Arbitrage, Venture Capital, Start-ups, Equity Derivatives, Equity Trading, Credit Analysis, Due Diligence, Microsoft Excel, Accounting, Options Strategies, Relative Value Trading, Technology, Convertible Bonds, CLO, Correlation Trading, Black-Scholes, Chartered Financial..., Financial Risk..., Investment Selection, Investment Valuation, Family Office, Principal Investments, Principal Investing, Fixed Income Strategies, Fixed Income Portfolio..., Trading Floor, Entrepreneurship, Bond Markets, Equity Capital Markets, Analytical Models, Lateral Thinking
Education
Wharton School, University of Pennsylvania 1992 — 1994
MBA, Palmer Scholar, Finance, Management
University of NSW 1984 — 1987
Bachelor of Commerce (B.Com.) - Honors, Accounting and Finance
Advisors Asset Management, Inc. September 2011 - Present
Texel Fixed Income Hedge Fund January 2007 - August 2011
Huxley Capital Management 2008 - 2009
Texel Fixed Income Hedge Fund March 2005 - December 2007
GMAC-RFC July 2003 - March 2005
Lehman Brothers March 2000 - September 2001
Deutsche Bank July 1999 - March 2000
Bankers Trust August 1994 - July 1999
Goldman Sachs May 1993 - July 1993
Macquarie Group January 1988 - August 1992
Skills
Structured Products, Portfolio Management, Options, Investment Strategies, Private Equity, Hedge Funds, Investment Banking, Risk Management, ABS, MBS, CDO, Bloomberg, Alternative Investments, Arbitrage, Venture Capital, Start-ups, Equity Derivatives, Equity Trading, Credit Analysis, Due Diligence, Microsoft Excel, Accounting, Options Strategies, Relative Value Trading, Technology, Convertible Bonds, CLO, Correlation Trading, Black-Scholes, Chartered Financial..., Financial Risk..., Investment Selection, Investment Valuation, Family Office, Principal Investments, Principal Investing, Fixed Income Strategies, Fixed Income Portfolio..., Trading Floor, Entrepreneurship, Bond Markets, Equity Capital Markets, Analytical Models, Lateral Thinking
Education
Wharton School, University of Pennsylvania 1992 — 1994
MBA, Palmer Scholar, Finance, Management
University of NSW 1984 — 1987
Bachelor of Commerce (B.Com.) - Honors, Accounting and Finance
Taylor Megdal's Lehman Brothers Experience July 2002 - October 2004
Job Partner at Elliot Megdal & Associates
Industry Real Estate
Experience
Elliot Megdal & Associates Director of AcquisitionsDomino RealtyJanuary 2008 - September 2008
JER Partners January 2005 - September 2005
Lehman Brothers July 2002 - October 2004
Education
USC Gould School of Law 2005 — 2008
JD
University of Pennsylvania - The Wharton School 1998 — 2002
BS, Economics, Finance
Elliot Megdal & Associates Director of AcquisitionsDomino RealtyJanuary 2008 - September 2008
JER Partners January 2005 - September 2005
Lehman Brothers July 2002 - October 2004
Education
USC Gould School of Law 2005 — 2008
JD
University of Pennsylvania - The Wharton School 1998 — 2002
BS, Economics, Finance
Douglas Holm's Lehman Brothers Experience July 2007 - August 2008
Job Investment Analyst at Deccan Value Investors
Industry Investment Management
Experience
Deccan Value Investors July 2013 - Present
Strategic Value Partners September 2008 - May 2011
Lehman Brothers July 2007 - August 2008
Skills
Valuation, Financial Modeling, Private Equity, Hedge Funds, Bloomberg, Emerging Markets, LBO, Equity Research, Equities, Investment Banking, Corporate Finance, Venture Capital, Capital Markets, Due Diligence, Alternative Investments
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (MBA)
Williams College 2003 — 2007
BA, Economics
Deccan Value Investors July 2013 - Present
Strategic Value Partners September 2008 - May 2011
Lehman Brothers July 2007 - August 2008
Skills
Valuation, Financial Modeling, Private Equity, Hedge Funds, Bloomberg, Emerging Markets, LBO, Equity Research, Equities, Investment Banking, Corporate Finance, Venture Capital, Capital Markets, Due Diligence, Alternative Investments
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (MBA)
Williams College 2003 — 2007
BA, Economics
Curt Matsen, CPA's Lehman Brothers Experience September 1984 - December 1991
Job OwnerEntrepreneur at Matsen Enterprises, Inc.
Industry Financial Services
Experience
Matsen Enterprises, Inc. July 2009 - Present
Morgan Stanley February 2000 - April 2009
UBS Global Asset Management January 1992 - January 2000
Lehman Brothers September 1984 - December 1991
Education
Wharton Business School 1980 — 1984
Business, Finance
Matsen Enterprises, Inc. July 2009 - Present
Morgan Stanley February 2000 - April 2009
UBS Global Asset Management January 1992 - January 2000
Lehman Brothers September 1984 - December 1991
Education
Wharton Business School 1980 — 1984
Business, Finance
Igor Sokolovsky's Lehman Brothers Experience March 2004 - August 2007
Job Managing Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners August 2014 - Present
Citi April 2010 - August 2014
J.P. Morgan August 2007 - April 2010
Lehman Brothers March 2004 - August 2007
UBS Investment Bank May 2002 - February 2004
Stern Stewart & Co. March 1997 - July 2000
Skills
Mergers, Valuation, Investment Banking, Corporate Finance, Mergers & Acquisitions, Equity Research, Financial Modeling, Capital Markets, Corporate Development, Hedge Funds, Investments, Portfolio Management, Strategy, Emerging Markets, Equities, Private Equity
Education
Wharton School, University of Pennsylvania 2000 — 2002
MBA, Finance
New York University - Leonard N. Stern School of Business 1993 — 1997
BS, Finance
Guggenheim Partners August 2014 - Present
Citi April 2010 - August 2014
J.P. Morgan August 2007 - April 2010
Lehman Brothers March 2004 - August 2007
UBS Investment Bank May 2002 - February 2004
Stern Stewart & Co. March 1997 - July 2000
Skills
Mergers, Valuation, Investment Banking, Corporate Finance, Mergers & Acquisitions, Equity Research, Financial Modeling, Capital Markets, Corporate Development, Hedge Funds, Investments, Portfolio Management, Strategy, Emerging Markets, Equities, Private Equity
Education
Wharton School, University of Pennsylvania 2000 — 2002
MBA, Finance
New York University - Leonard N. Stern School of Business 1993 — 1997
BS, Finance
Craig Barnett's Lehman Brothers Experience 1984 - 1994
Job Meadow Lane Capital, LLC
Industry Investment Management
Experience
Barnett & Partners, LLC 2001 - Present
Bear Stearns 1997 - 2001
The Blackstone Group 1994 - 1997
Lehman Brothers 1984 - 1994
Education
Wharton School, University of Pennsylvania
Barnett & Partners, LLC 2001 - Present
Bear Stearns 1997 - 2001
The Blackstone Group 1994 - 1997
Lehman Brothers 1984 - 1994
Education
Wharton School, University of Pennsylvania
Peter Brackett's Lehman Brothers Experience September 1995 - January 2005
Job Partner at FinTalent Placement
Industry Human Resources
Experience
Barclays Capital March 2005 - Present
Lehman Brothers September 1995 - January 2005
BNP Paribas June 1991 - October 1993
Education
University of Pennsylvania - The Wharton School 1993 — 1995
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Virginia Tech 1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Barclays Capital March 2005 - Present
Lehman Brothers September 1995 - January 2005
BNP Paribas June 1991 - October 1993
Education
University of Pennsylvania - The Wharton School 1993 — 1995
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Virginia Tech 1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
David Wernert's Lehman Brothers Experience July 2008 - September 2008
Job Equity Derivatives Trader at Barclays
Industry Financial Services
Experience
Barclays September 2008 - Present
Lehman Brothers July 2008 - September 2008
Lehman Brothers May 2007 - July 2007
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Finance, Management
Sylvania Northview 2000 — 2004
Computer Science
Barclays September 2008 - Present
Lehman Brothers July 2008 - September 2008
Lehman Brothers May 2007 - July 2007
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Finance, Management
Sylvania Northview 2000 — 2004
Computer Science
Garry Khasidy's Lehman Brothers Experience May 2004 - August 2008
Job Managing Partner, Aston Peak LLC
Industry Financial Services
Experience
Aston Peak June 2015 - Present
Deutsche Bank October 2014 - June 2015
Winstone Capital October 2013 - October 2014
Oxgem November 2012 - June 2013
Standard Bank June 2010 - November 2011
Goldman Sachs September 2008 - June 2010
Lehman Brothers May 2004 - August 2008
Dresdner Kleinwort Wasserstein May 2000 - May 2004
Indosuez Capital Management September 1997 - May 2000
Skills
Fixed Income, Capital Markets, Derivatives, Investment Banking, Equities, Hedge Funds, Structured Products, Credit Derivatives, Emerging Markets, Trading, Investments, Financial Markets, New Yorker, Financial Structuring, Portfolio Management, Bonds, Financial Modeling, Structured Finance, Asset Management, Private Equity, Valuation, Commodity
Education
Stuyvesant HS 1991 — 1995
Wharton Business School 1991 — 1995
Bachelor of Science (BS), Economics and Legal Studies
Aston Peak June 2015 - Present
Deutsche Bank October 2014 - June 2015
Winstone Capital October 2013 - October 2014
Oxgem November 2012 - June 2013
Standard Bank June 2010 - November 2011
Goldman Sachs September 2008 - June 2010
Lehman Brothers May 2004 - August 2008
Dresdner Kleinwort Wasserstein May 2000 - May 2004
Indosuez Capital Management September 1997 - May 2000
Skills
Fixed Income, Capital Markets, Derivatives, Investment Banking, Equities, Hedge Funds, Structured Products, Credit Derivatives, Emerging Markets, Trading, Investments, Financial Markets, New Yorker, Financial Structuring, Portfolio Management, Bonds, Financial Modeling, Structured Finance, Asset Management, Private Equity, Valuation, Commodity
Education
Stuyvesant HS 1991 — 1995
Wharton Business School 1991 — 1995
Bachelor of Science (BS), Economics and Legal Studies
Shubha Hoveland's Lehman Brothers Experience March 2004 - October 2009
Job Managing Director, Portfolio Manager at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank October 2009 - Present
Lehman Brothers March 2004 - October 2009
Goldman Sachs September 1998 - March 2004
Skills
Fixed Income, Equities, Derivatives, Capital Markets, Investment Banking, Bloomberg, Hedge Funds, Valuation, Emerging Markets, Portfolio Management, Financial Markets, Trading, Financial Modeling, Structured Products, Alternative Investments, FX Options, Asset Management, Equity Research, Bonds, Investments
Education
University of Pennsylvania 1994 — 1998
Bachelor of Science (B.S.) and Bachelor of Arts, Economics/International Studies
Barclays Investment Bank October 2009 - Present
Lehman Brothers March 2004 - October 2009
Goldman Sachs September 1998 - March 2004
Skills
Fixed Income, Equities, Derivatives, Capital Markets, Investment Banking, Bloomberg, Hedge Funds, Valuation, Emerging Markets, Portfolio Management, Financial Markets, Trading, Financial Modeling, Structured Products, Alternative Investments, FX Options, Asset Management, Equity Research, Bonds, Investments
Education
University of Pennsylvania 1994 — 1998
Bachelor of Science (B.S.) and Bachelor of Arts, Economics/International Studies
Paul Collins's Lehman Brothers Experience October 1999 - September 2008
Job Partner at Centerview Partners
Industry Financial Services
Experience
Centerview Partners November 2014 - Present
Barclays September 2008 - October 2014
Lehman Brothers October 1999 - September 2008
Skills
Private Equity, Due Diligence, Mergers & Acquisitions, Capital Markets, Valuation, Financial Modeling, Corporate Finance, Business Strategy, Management, Emerging Markets
Education
University of Pennsylvania - The Wharton School 1986 — 1988
Master of Business Administration (M.B.A.)
Centerview Partners November 2014 - Present
Barclays September 2008 - October 2014
Lehman Brothers October 1999 - September 2008
Skills
Private Equity, Due Diligence, Mergers & Acquisitions, Capital Markets, Valuation, Financial Modeling, Corporate Finance, Business Strategy, Management, Emerging Markets
Education
University of Pennsylvania - The Wharton School 1986 — 1988
Master of Business Administration (M.B.A.)
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS