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
Tom Grimstad Tom Grimstad's Lehman Brothers Experience 2001 - 2003
Job Managing Director| Investment Banking at Noble Financial
Industry Financial Services
Experience
Noble Financial November 2014 - Present
Drexel Hamilton, LLC March 2014 - November 2014
Merriman Capital, Inc. March 2013 - March 2014
C. K. Cooper & Company November 2009 - March 2013
Raymond James Financial Inc. October 2008 - November 2009
Merriman Curhan Ford June 2005 - October 2008
Roth Capital Partners January 2003 - June 2005
Lehman Brothers 2001 - 2003
Anle Paper / Kent Landsberg 1996 - 1999
Skills
Business Development, Investment Banking, Research, Sales, Debt & Equity Financing, Relationship Management, Emerging Markets, Small and Mid Cap..., Series 7, Equities, Venture Capital, Valuation, Trading, Private Equity, Investments, Hedge Funds, Financial Modeling, Capital Markets
Education
Vanderbilt University - Owen Graduate School of Management 1999 — 2001
Master of Business Administration (M.B.A.), Finance
University of Southern California 1992 — 1996
Bachelor of Science, Urban Planning and Development
Noble Financial November 2014 - Present
Drexel Hamilton, LLC March 2014 - November 2014
Merriman Capital, Inc. March 2013 - March 2014
C. K. Cooper & Company November 2009 - March 2013
Raymond James Financial Inc. October 2008 - November 2009
Merriman Curhan Ford June 2005 - October 2008
Roth Capital Partners January 2003 - June 2005
Lehman Brothers 2001 - 2003
Anle Paper / Kent Landsberg 1996 - 1999
Skills
Business Development, Investment Banking, Research, Sales, Debt & Equity Financing, Relationship Management, Emerging Markets, Small and Mid Cap..., Series 7, Equities, Venture Capital, Valuation, Trading, Private Equity, Investments, Hedge Funds, Financial Modeling, Capital Markets
Education
Vanderbilt University - Owen Graduate School of Management 1999 — 2001
Master of Business Administration (M.B.A.), Finance
University of Southern California 1992 — 1996
Bachelor of Science, Urban Planning and Development
Kevin Arrabaca Kevin Arrabaca's Lehman Brothers Experience July 2004 - January 2008
Job CoFounder & President, Real Estate at AssetAvenue.com – We're Hiring!
Industry Venture Capital & Private Equity
Experience
AssetAvenue.com March 2014 - Present
USC Marshall Partners April 2014 - Present
Friendly Center August 2012 - Present
Our Castle Fund Advisors October 2012 - March 2014
American Capital Realty Partners October 2010 - September 2012
Colony Capital February 2008 - March 2010
Lehman Brothers July 2004 - January 2008
Houlihan Lokey January 2003 - July 2004
Education
University of Southern California
Marshall School of Business
AssetAvenue.com March 2014 - Present
USC Marshall Partners April 2014 - Present
Friendly Center August 2012 - Present
Our Castle Fund Advisors October 2012 - March 2014
American Capital Realty Partners October 2010 - September 2012
Colony Capital February 2008 - March 2010
Lehman Brothers July 2004 - January 2008
Houlihan Lokey January 2003 - July 2004
Education
University of Southern California
Marshall School of Business
Katie Tomlinson Katie Tomlinson's Lehman Brothers Experience May 2007 - September 2008
Job Vice President, Emerging Markets & Macro Research
Industry Banking
Experience
Barclays April 2013 - Present
Barclays February 2011 - March 2013
Barclays September 2008 - February 2011
Lehman Brothers May 2007 - September 2008
Aim High Academy October 2003 - April 2007
Skills
Credit, Emerging Markets, Capital Markets, Bloomberg, Business Strategy, Marketing, Marketing Strategy, Microsoft Excel
Education
University of Rhode Island 2001 — 2005
Bachelor of Arts (B.A.), Political Science
Barclays April 2013 - Present
Barclays February 2011 - March 2013
Barclays September 2008 - February 2011
Lehman Brothers May 2007 - September 2008
Aim High Academy October 2003 - April 2007
Skills
Credit, Emerging Markets, Capital Markets, Bloomberg, Business Strategy, Marketing, Marketing Strategy, Microsoft Excel
Education
University of Rhode Island 2001 — 2005
Bachelor of Arts (B.A.), Political Science
Bhumyinder Singh Bhumyinder Singh's Lehman Brothers Experience February 2008 - June 2009
Job Business Analyst
Industry Information Technology and Services
Experience
Manulife Securities September 2014 - December 2014
Infosys September 2011 - December 2014
Butterfield Fulcrum June 2009 - August 2011
Lehman Brothers February 2008 - June 2009
International Fund Services (NA) LLC, A State Street Company October 2006 - February 2008
Centurion Bank of Punjab March 2005 - October 2006
Skills
Capital Markets, Derivatives, Hedge Funds, Equities, Finance, Fund Accounting, Portfolio Management, Training, Mutual Funds, Banking, Analysis, Financial Services, Valuation, Investment Banking, Fixed Income
Education
University of Pune 2003 — 2005
Master of Business Administration (MBA), Finance
Agra University 2000 — 2003
Bachelor's Degree, Computer Applications
Manulife Securities September 2014 - December 2014
Infosys September 2011 - December 2014
Butterfield Fulcrum June 2009 - August 2011
Lehman Brothers February 2008 - June 2009
International Fund Services (NA) LLC, A State Street Company October 2006 - February 2008
Centurion Bank of Punjab March 2005 - October 2006
Skills
Capital Markets, Derivatives, Hedge Funds, Equities, Finance, Fund Accounting, Portfolio Management, Training, Mutual Funds, Banking, Analysis, Financial Services, Valuation, Investment Banking, Fixed Income
Education
University of Pune 2003 — 2005
Master of Business Administration (MBA), Finance
Agra University 2000 — 2003
Bachelor's Degree, Computer Applications
Eddy Gutierrez Eddy Gutierrez's Lehman Brothers Experience 1990 - 1992
Job Vice President Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Archdiocese of San Francisco May 2014 - Present
Merrill Lynch 2009 - Present
Charles Schwab 2005 - 2009
Wells Fargo Advisors 2004 - 2005
Wachovia Securities Financial Network 2001 - 2004
UBS 1999 - 2001
Prudential Financial 1992 - 1999
Lehman Brothers 1990 - 1992
Skills
Series 7, Investment Advisory, Alternative Investments, Securities, Equities, Investments, Strategic Financial..., Risk Management, Wealth Management, Series 63, Business Strategy, Series 65, Investment Strategies, Mutual Funds, 401k Rollovers, 401k, Bonds, Portfolio Management, Investment Management, Asset Management, Trading, Mortgage Lending, Asset Allocation, Due Diligence, Estate Planning, Finance, Mergers & Acquisitions, Strategic Planning, Uniform Combined State..., Wealth Management..., Retirement Planning, ETFs, Financial Advisory, FINRA
Education
Saint Ignatius College Preparatory
University of San Francisco
Archdiocese of San Francisco May 2014 - Present
Merrill Lynch 2009 - Present
Charles Schwab 2005 - 2009
Wells Fargo Advisors 2004 - 2005
Wachovia Securities Financial Network 2001 - 2004
UBS 1999 - 2001
Prudential Financial 1992 - 1999
Lehman Brothers 1990 - 1992
Skills
Series 7, Investment Advisory, Alternative Investments, Securities, Equities, Investments, Strategic Financial..., Risk Management, Wealth Management, Series 63, Business Strategy, Series 65, Investment Strategies, Mutual Funds, 401k Rollovers, 401k, Bonds, Portfolio Management, Investment Management, Asset Management, Trading, Mortgage Lending, Asset Allocation, Due Diligence, Estate Planning, Finance, Mergers & Acquisitions, Strategic Planning, Uniform Combined State..., Wealth Management..., Retirement Planning, ETFs, Financial Advisory, FINRA
Education
Saint Ignatius College Preparatory
University of San Francisco
Danielle Medley Danielle Medley's Lehman Brothers Experience October 2007 - January 2008
Job Social Media Expert and Freelance Copywriter
Industry Marketing and Advertising
Experience
Crain Communications March 2008 - July 2010
Lehman Brothers October 2007 - January 2008
BNC Mortgage/ Finance America October 2005 - July 2007
Bridge Capital October 2003 - July 2005
Skills
Social Media Consulting, Social Networking, SMO, Twitter, Facebook, LinkedIn, Pinterest, Google+, Copywriting, Account Management, Online Advertising, HTML, Instagram, Flickr, SEO, Email Marketing, Social Media Marketing
Education
University of Pittsburgh 1996 — 2000
Bachelor of Science (B.S.), Psychology
Glen Rock High School 1992 — 1996
Crain Communications March 2008 - July 2010
Lehman Brothers October 2007 - January 2008
BNC Mortgage/ Finance America October 2005 - July 2007
Bridge Capital October 2003 - July 2005
Skills
Social Media Consulting, Social Networking, SMO, Twitter, Facebook, LinkedIn, Pinterest, Google+, Copywriting, Account Management, Online Advertising, HTML, Instagram, Flickr, SEO, Email Marketing, Social Media Marketing
Education
University of Pittsburgh 1996 — 2000
Bachelor of Science (B.S.), Psychology
Glen Rock High School 1992 — 1996
James Choi James Choi's Lehman Brothers Experience July 2003 - August 2003
Job Senior Financial Analyst at Apple
Industry Consumer Electronics
Experience
Apple December 2014 - Present
Apple November 2008 - December 2014
Apple December 2006 - November 2008
Hudson Entertainment September 2006 - November 2006
KPMG LLP August 2004 - September 2006
Lehman Brothers July 2003 - August 2003
Salomon Smith Barney June 2002 - August 2002
Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Finance, Analysis, Forecasting, Microsoft Excel, Business Analytics, Microsoft Office, PowerPoint, Accounting, Financial Reporting, Keynote, iWork, Apple OS, Microsoft Word, Benchmarking, Emerging Markets, Strategic Planning, SQL, Essbase, SAP BPC
Education
University of Southern California
Bachelor of Science, Double Major in Business Administration (Emphasis in Finance) and Accounting
Apple December 2014 - Present
Apple November 2008 - December 2014
Apple December 2006 - November 2008
Hudson Entertainment September 2006 - November 2006
KPMG LLP August 2004 - September 2006
Lehman Brothers July 2003 - August 2003
Salomon Smith Barney June 2002 - August 2002
Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Finance, Analysis, Forecasting, Microsoft Excel, Business Analytics, Microsoft Office, PowerPoint, Accounting, Financial Reporting, Keynote, iWork, Apple OS, Microsoft Word, Benchmarking, Emerging Markets, Strategic Planning, SQL, Essbase, SAP BPC
Education
University of Southern California
Bachelor of Science, Double Major in Business Administration (Emphasis in Finance) and Accounting
Jared Dillian's Lehman Brothers Experience July 2001 - September 2008
Job Author/Newsletter editor/publisher
Industry Publishing
Experience
The Daily Dirtnap, LLC October 2008 - Present
Self October 2008 - Present
Lehman Brothers July 2001 - September 2008
United States Coast Guard May 1996 - May 2001
Botta Capital Management, LLC 1999 - 2000
Skills
Electronic Trading, Hedge Funds, Equities, Equity Derivatives, Alternative Investments, Technical Analysis, Bloomberg, Portfolio Management, Derivatives, Capital Markets, Investments, Options, Investment Banking, Fixed Income, Bonds, Equity Trading, Trading, Risk Management, Financial Markets, Emerging Markets, Securities, Asset Management, Private Equity, Trading Systems, FX Options, Equity Research, ETFs, Hedging, Bloomberg Terminal, Commodity, Structured Products, Investment Strategies, Valuation
Education
University of San Francisco 1998 — 2001
MBA, Finance
US Coast Guard Academy 1992 — 1996
B.S., Mathematics and Computer Science
The Daily Dirtnap, LLC October 2008 - Present
Self October 2008 - Present
Lehman Brothers July 2001 - September 2008
United States Coast Guard May 1996 - May 2001
Botta Capital Management, LLC 1999 - 2000
Skills
Electronic Trading, Hedge Funds, Equities, Equity Derivatives, Alternative Investments, Technical Analysis, Bloomberg, Portfolio Management, Derivatives, Capital Markets, Investments, Options, Investment Banking, Fixed Income, Bonds, Equity Trading, Trading, Risk Management, Financial Markets, Emerging Markets, Securities, Asset Management, Private Equity, Trading Systems, FX Options, Equity Research, ETFs, Hedging, Bloomberg Terminal, Commodity, Structured Products, Investment Strategies, Valuation
Education
University of San Francisco 1998 — 2001
MBA, Finance
US Coast Guard Academy 1992 — 1996
B.S., Mathematics and Computer Science
Moris Danon Moris Danon's Lehman Brothers Experience May 1991 - September 1995
Job Product Manager at Omgeo
Industry Computer Software
Experience
Omgeo February 2013 - Present
New York, NY October 2012 - February 2013
Murex October 1995 - September 2012
Lehman Brothers May 1991 - September 1995
Prudential Securities September 1985 - May 1991
Skills
Derivatives, Equity Derivatives, FX Options, Trading Systems, Fixed Income, Risk Management, Business Analysis, Financial Markets, Market Data, Professional Services, Market Risk, Interest Rate..., Software Consulting, CRM, Enterprise Software, Sales Presentations, Collateral Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration
MBA, Operations Management and Marketing
Omgeo February 2013 - Present
New York, NY October 2012 - February 2013
Murex October 1995 - September 2012
Lehman Brothers May 1991 - September 1995
Prudential Securities September 1985 - May 1991
Skills
Derivatives, Equity Derivatives, FX Options, Trading Systems, Fixed Income, Risk Management, Business Analysis, Financial Markets, Market Data, Professional Services, Market Risk, Interest Rate..., Software Consulting, CRM, Enterprise Software, Sales Presentations, Collateral Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration
MBA, Operations Management and Marketing
John Gilchrist John Gilchrist's Lehman Brothers Experience 1999 - 2002
Job Capital Raising and Transaction Specialist
Industry Financial Services
Experience
ATALYST FINANCIAL GROUP September 2011 - Present
Valtus Capital Group June 2008 - July 2013
Silver Pacific Advisors February 2003 - June 2008
Lehman Brothers 1999 - 2002
Skills
Mergers, Restructuring, Equities, Capital Markets, Funding, Debt Restructuring, Loans, Investment Banking, Finance, Financial Services, Brokerage, Mergers & Acquisitions, Portfolio Management, Banking, Capital, Commercial Mortgages, Underwriting, Management, Strategy, Financial Analysis, Credit, Business Development, Loan Origination, Entrepreneurship, Valuation
Education
University of Southern California 1993 — 1994
Master of Business Taxation (MBT), Accounting
University of Southern California 1989 — 1993
ATALYST FINANCIAL GROUP September 2011 - Present
Valtus Capital Group June 2008 - July 2013
Silver Pacific Advisors February 2003 - June 2008
Lehman Brothers 1999 - 2002
Skills
Mergers, Restructuring, Equities, Capital Markets, Funding, Debt Restructuring, Loans, Investment Banking, Finance, Financial Services, Brokerage, Mergers & Acquisitions, Portfolio Management, Banking, Capital, Commercial Mortgages, Underwriting, Management, Strategy, Financial Analysis, Credit, Business Development, Loan Origination, Entrepreneurship, Valuation
Education
University of Southern California 1993 — 1994
Master of Business Taxation (MBT), Accounting
University of Southern California 1989 — 1993
Trip Secrist Trip Secrist's Lehman Brothers Experience 2007 - 2008
Job Vice President at Beacon Pointe Advisors
Industry Financial Services
Experience
Beacon Pointe Advisors September 2014 - Present
Global Hunter Securities 2013 - 2014
Barclays 2008 - 2013
Lehman Brothers 2007 - 2008
Merrill Lynch 2003 - 2007
Bear Stearns 2000 - 2003
Pacific Gas and Electric Company 1999 - 2000
Coastal Corporation 1994 - 1998
Skills
Investment Advisory, Asset Allocation, Series 63, Wealth Management, Securities, Investment Strategies, Fixed Income, Alternative Investments, Series 7, Asset Management, Portfolio Management, Investments, Hedge Funds, Commodity, Equities
Education
University of Southern California 1986 — 1991
Torrey Pines High School 1983 — 1986
Beacon Pointe Advisors September 2014 - Present
Global Hunter Securities 2013 - 2014
Barclays 2008 - 2013
Lehman Brothers 2007 - 2008
Merrill Lynch 2003 - 2007
Bear Stearns 2000 - 2003
Pacific Gas and Electric Company 1999 - 2000
Coastal Corporation 1994 - 1998
Skills
Investment Advisory, Asset Allocation, Series 63, Wealth Management, Securities, Investment Strategies, Fixed Income, Alternative Investments, Series 7, Asset Management, Portfolio Management, Investments, Hedge Funds, Commodity, Equities
Education
University of Southern California 1986 — 1991
Torrey Pines High School 1983 — 1986
Gaurav Gujare Gaurav Gujare's Lehman Brothers Experience March 2008 - September 2008
Job Assistant Vice President at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch January 2015 - Present
J.P. Morgan October 2012 - December 2014
UBS Wealth Management April 2012 - July 2012
Avaya July 2011 - September 2011
Nomura September 2008 - August 2010
Lehman Brothers March 2008 - September 2008
Syntel December 2005 - March 2008
Skills
Financial Modeling, DCF Valuation, Comparable Analysis, Capital Markets, Derivatives, Financial Analysis, Corporate Development, Quantitative Analytics, Bloomberg, Thomson One, Capital IQ, Statistical Modeling, Monte Carlo Simulation, R, CART, VBA, Databases, SQL, SDLC, Software Development, DCF, Business Valuation, Java, Strategy, Sybase, Equity Research, Analytics
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2012
MBA, Finance, Corporate Accounting and Strategy
VESIT, University of Mumbai 2001 — 2005
BS, Computer Engineering
V.G.Vaze, University of Mumbai 1999 — 2001
HSC, Science
Bank of America Merrill Lynch January 2015 - Present
J.P. Morgan October 2012 - December 2014
UBS Wealth Management April 2012 - July 2012
Avaya July 2011 - September 2011
Nomura September 2008 - August 2010
Lehman Brothers March 2008 - September 2008
Syntel December 2005 - March 2008
Skills
Financial Modeling, DCF Valuation, Comparable Analysis, Capital Markets, Derivatives, Financial Analysis, Corporate Development, Quantitative Analytics, Bloomberg, Thomson One, Capital IQ, Statistical Modeling, Monte Carlo Simulation, R, CART, VBA, Databases, SQL, SDLC, Software Development, DCF, Business Valuation, Java, Strategy, Sybase, Equity Research, Analytics
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2012
MBA, Finance, Corporate Accounting and Strategy
VESIT, University of Mumbai 2001 — 2005
BS, Computer Engineering
V.G.Vaze, University of Mumbai 1999 — 2001
HSC, Science
Mario Ramos Mario Ramos's Lehman Brothers Experience April 2000 - March 2007
Job SVP, CVS Health and President & COO of Drogaria Onofre / CVS Health Brazil
Industry Retail
Experience
CVS Health November 2013 - Present
Patria Investimentos July 2012 - July 2013
JP Morgan April 2007 - July 2012
Lehman Brothers April 2000 - March 2007
JP Morgan Chase 1996 - 2000
Skills
Management, Operations Management, Leadership, Online Retail, E-commerce, Retail, Internal Controls, Financial Reporting, Private Equity, E-commerce SEO, Mergers & Acquisitions, Corporate Finance, Capital Markets, Finance, Equity Capital Markets, Due Diligence, Investment Banking, Financial Markets, Mergers, M&A execution, Buy-side, IPO, Sell Side, Divestitures, Deal Execution, Transaction Origination, Oil, Loans, Carve-outs, M&A Advisory Services, M&A analysis, International M&A, Selling Businesses, Fairness Opinions, Capital Markets Advisory, Deal Origination, Cross-border M&A, Follow-on Offerings, Convertible Securities, Credit Risk, Pharmaceutical Industry
Education
The College of William and Mary 1994 — 1996
MBA, Finance
University of Richmond 1989 — 1993
BA, Economics
CVS Health November 2013 - Present
Patria Investimentos July 2012 - July 2013
JP Morgan April 2007 - July 2012
Lehman Brothers April 2000 - March 2007
JP Morgan Chase 1996 - 2000
Skills
Management, Operations Management, Leadership, Online Retail, E-commerce, Retail, Internal Controls, Financial Reporting, Private Equity, E-commerce SEO, Mergers & Acquisitions, Corporate Finance, Capital Markets, Finance, Equity Capital Markets, Due Diligence, Investment Banking, Financial Markets, Mergers, M&A execution, Buy-side, IPO, Sell Side, Divestitures, Deal Execution, Transaction Origination, Oil, Loans, Carve-outs, M&A Advisory Services, M&A analysis, International M&A, Selling Businesses, Fairness Opinions, Capital Markets Advisory, Deal Origination, Cross-border M&A, Follow-on Offerings, Convertible Securities, Credit Risk, Pharmaceutical Industry
Education
The College of William and Mary 1994 — 1996
MBA, Finance
University of Richmond 1989 — 1993
BA, Economics
johnny turnsfifty johnny turnsfifty's Lehman Brothers Experience April 2008 - Present
Job Billionaire at Earthflix Lehman Brothers
Industry Broadcast Media
Experience
Lehman Brothers April 2008 - Present
Solyndra April 2008 - April 2011
MF Global April 2007 - April 2011
Education
University of Southern California 2012 — 2018
Master of Arts (M.A.), School Cinematic Arts
University of Southern California 2000 — 2012
Bachelor of Arts (B.A.), School of Cinematic Arts
Lehman Brothers April 2008 - Present
Solyndra April 2008 - April 2011
MF Global April 2007 - April 2011
Education
University of Southern California 2012 — 2018
Master of Arts (M.A.), School Cinematic Arts
University of Southern California 2000 — 2012
Bachelor of Arts (B.A.), School of Cinematic Arts
Keithen Baldwin Keithen Baldwin's Lehman Brothers Experience October 1999 - April 2001
Job Director of Business Process at United Health Group
Industry Insurance
Experience
UnitedHealth Group June 2015 - Present
UnitedHealth Group March 2011 - June 2015
UnitedHealth Group August 2008 - March 2011
UnitedHealth Group October 2003 - August 2008
CIGNA DENTAL May 2002 - October 2003
Lehman Brothers October 1999 - April 2001
Salomon Smith Barney April 1998 - October 1999
Skills
Six Sigma, Business Process..., Process Improvement, Underwriting, Business Analysis, Strategic Planning, Cross-functional Team..., Health Insurance, Employee Benefits, Risk Management, Operations Management, Business Process..., Experienced Business..., Strategy, Insurance, Analysis, Leadership, Training, SDLC, Management, Business Process, Finance, Requirements Gathering, Business Strategy
Education
University of South Florida 1989 — 1995
Bachelor of Science, Finance
UnitedHealth Group June 2015 - Present
UnitedHealth Group March 2011 - June 2015
UnitedHealth Group August 2008 - March 2011
UnitedHealth Group October 2003 - August 2008
CIGNA DENTAL May 2002 - October 2003
Lehman Brothers October 1999 - April 2001
Salomon Smith Barney April 1998 - October 1999
Skills
Six Sigma, Business Process..., Process Improvement, Underwriting, Business Analysis, Strategic Planning, Cross-functional Team..., Health Insurance, Employee Benefits, Risk Management, Operations Management, Business Process..., Experienced Business..., Strategy, Insurance, Analysis, Leadership, Training, SDLC, Management, Business Process, Finance, Requirements Gathering, Business Strategy
Education
University of South Florida 1989 — 1995
Bachelor of Science, Finance
Benjamin Funk Benjamin Funk's Lehman Brothers Experience June 2008 - August 2008
Job Senior Associate at Vestar Capital Partners
Industry Financial Services
Experience
Vestar Capital Partners August 2012 - Present
Perella Weinberg Partners August 2009 - September 2012
Lehman Brothers June 2008 - August 2008
International Creative Management (ICM) January 2007 - December 2007
Education
University of Southern California 2005 — 2009
B.S., Business Administration
Thammasat University
General Business
Vestar Capital Partners August 2012 - Present
Perella Weinberg Partners August 2009 - September 2012
Lehman Brothers June 2008 - August 2008
International Creative Management (ICM) January 2007 - December 2007
Education
University of Southern California 2005 — 2009
B.S., Business Administration
Thammasat University
General Business
Dinesh Sundrani, CFA, PMP Dinesh Sundrani, CFA, PMP's Lehman Brothers Experience November 2006 - October 2008
Job Business Analyst / Project Manager at Barclays Capital
Industry Financial Services
Experience
Barclays Investment Bank June 2013 - Present
DTCC July 2012 - June 2013
JP Morgan Chase April 2011 - July 2012
Goldman Sachs November 2009 - April 2011
UBS October 2008 - October 2009
Lehman Brothers November 2006 - October 2008
Persistent Systems October 2005 - November 2006
Cybage February 2004 - September 2005
Skills
Portfolio Management, Equity Derivatives, Credit Derivatives, Market Risk, Business Analysis, Risk Management, Interest Rate..., Project Management, Credit Risk, Collateral Management, OTC Derivatives, Scrum
Education
University of Pune 1999 — 2003
Bachelor of Engineering (B.E.), Computers (First Class)
CFA Institute
Chartered Financial Analyst (CFA)
Barclays Investment Bank June 2013 - Present
DTCC July 2012 - June 2013
JP Morgan Chase April 2011 - July 2012
Goldman Sachs November 2009 - April 2011
UBS October 2008 - October 2009
Lehman Brothers November 2006 - October 2008
Persistent Systems October 2005 - November 2006
Cybage February 2004 - September 2005
Skills
Portfolio Management, Equity Derivatives, Credit Derivatives, Market Risk, Business Analysis, Risk Management, Interest Rate..., Project Management, Credit Risk, Collateral Management, OTC Derivatives, Scrum
Education
University of Pune 1999 — 2003
Bachelor of Engineering (B.E.), Computers (First Class)
CFA Institute
Chartered Financial Analyst (CFA)
Patrick Leonard Patrick Leonard's Lehman Brothers Experience 2004 - 2008
Job Vice President at Barclays
Industry Investment Banking
Experience
Barclays March 2013 - Present
Barclays August 2010 - February 2013
Lehman Brothers (in Administration) 2008 - 2010
Lehman Brothers 2004 - 2008
Ernst & Young 2003 - 2004
Matrix Capital Markets Group 2002 - 2003
Skills
Financial Analysis, Valuation, Structured Finance, Strategic Planning, Risk Management, Mergers, Private Equity, Bloomberg, Capital Markets, Corporate Finance, Equities, Financial Modeling, Fixed Income, Investment Banking
Education
University of Richmond - Robins School of Business
Barclays March 2013 - Present
Barclays August 2010 - February 2013
Lehman Brothers (in Administration) 2008 - 2010
Lehman Brothers 2004 - 2008
Ernst & Young 2003 - 2004
Matrix Capital Markets Group 2002 - 2003
Skills
Financial Analysis, Valuation, Structured Finance, Strategic Planning, Risk Management, Mergers, Private Equity, Bloomberg, Capital Markets, Corporate Finance, Equities, Financial Modeling, Fixed Income, Investment Banking
Education
University of Richmond - Robins School of Business
Brian Byrne Brian Byrne's Lehman Brothers Experience 1999 - 2001
Job Insurance Broker at The Cornerstone Insurance Group
Industry Insurance
Experience
The Cornerstone Insurance Group August 2010 - Present
Aon Risk Services 2007 - May 2010
Stifel Nicolaus 2004 - 2007
Lehman Brothers 1999 - 2001
Education
University of Southern California 1989 — 1993
B.A., International Relations
The Cornerstone Insurance Group August 2010 - Present
Aon Risk Services 2007 - May 2010
Stifel Nicolaus 2004 - 2007
Lehman Brothers 1999 - 2001
Education
University of Southern California 1989 — 1993
B.A., International Relations
Daniel Shin Daniel Shin's Lehman Brothers Experience August 2007 - September 2008
Job Assistant Vice President at Citi
Industry Investment Banking
Experience
Citi October 2011 - Present
Barclays Capital February 2010 - October 2011
Barclays Capital September 2008 - February 2010
Lehman Brothers August 2007 - September 2008
SEI Investments August 2006 - August 2007
Skills
Fixed Income, Derivatives, Equities, Bloomberg, Investment Management, Investment Banking, Back Office, Capital Markets, Securities, Equity Derivatives, Account Reconciliation, Middle Office, Interest Rate...
Education
University of Pittsburgh 2001 — 2006
BS, Finance and Economics
Citi October 2011 - Present
Barclays Capital February 2010 - October 2011
Barclays Capital September 2008 - February 2010
Lehman Brothers August 2007 - September 2008
SEI Investments August 2006 - August 2007
Skills
Fixed Income, Derivatives, Equities, Bloomberg, Investment Management, Investment Banking, Back Office, Capital Markets, Securities, Equity Derivatives, Account Reconciliation, Middle Office, Interest Rate...
Education
University of Pittsburgh 2001 — 2006
BS, Finance and Economics
Lucas Fox Lucas Fox's Lehman Brothers Experience May 2008 - July 2008
Job Director, Ad Sales Finance at NBCUniversal, Inc.
Industry Broadcast Media
Experience
NBCUniversal, Inc. July 2012 - Present
Eaton Corporation September 2009 - July 2012
Lehman Brothers May 2008 - July 2008
Education
University of South Carolina-Columbia 2005 — 2009
Bachelor of Science in Business Administration, Finance, International Business
NBCUniversal, Inc. July 2012 - Present
Eaton Corporation September 2009 - July 2012
Lehman Brothers May 2008 - July 2008
Education
University of South Carolina-Columbia 2005 — 2009
Bachelor of Science in Business Administration, Finance, International Business
Jim O'Malley Jim O'Malley's Lehman Brothers Experience September 2003 - September 2008
Job US Interest Rate Sales
Industry Financial Services
Experience
Citi November 2008 - July 2014
Lehman Brothers September 2003 - September 2008
UBS June 1992 - June 2003
Skills
Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Microsoft Office, Photoshop, English, Risk Management, Bloomberg, Options, Hedge Funds, Capital Markets, Derivatives, Portfolio Management, Trading, Bonds, Fixed Income, Investment Banking
Education
University of Richmond 1986 — 1990
Bachelor's Degree, Economics
Avon Old Farms School 1983 — 1986
High School
Citi November 2008 - July 2014
Lehman Brothers September 2003 - September 2008
UBS June 1992 - June 2003
Skills
Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Microsoft Office, Photoshop, English, Risk Management, Bloomberg, Options, Hedge Funds, Capital Markets, Derivatives, Portfolio Management, Trading, Bonds, Fixed Income, Investment Banking
Education
University of Richmond 1986 — 1990
Bachelor's Degree, Economics
Avon Old Farms School 1983 — 1986
High School
K.Scott Schwartz K.Scott Schwartz's Lehman Brothers Experience 2005 - 2007
Job Partner at Hurricane Energy Group LLC
Industry Financial Services
Experience
Hurricane Energy Group LLC 2007 - Present
Lehman Brothers 2005 - 2007
Barclays Investment Bank 2002 - 2005
Sempra Energy Trading 2001 - 2002
Constellation Energy Goldman Sachs Energy LLC 2000 - 2001
New York Mercantile Exchange 1993 - 2000
Skills
Due Diligence, Mergers & Acquisitions, Private Equity, Investments, Corporate Finance, Options, Natural Gas, Petroleum, Capital Markets, Investment Banking, Trading, Commodity, Derivatives, Hedging, Hedge Funds, Risk Management
Education
University of Southern California 1986 — 1991
Bachelor's degree, Chemistry and History
Hurricane Energy Group LLC 2007 - Present
Lehman Brothers 2005 - 2007
Barclays Investment Bank 2002 - 2005
Sempra Energy Trading 2001 - 2002
Constellation Energy Goldman Sachs Energy LLC 2000 - 2001
New York Mercantile Exchange 1993 - 2000
Skills
Due Diligence, Mergers & Acquisitions, Private Equity, Investments, Corporate Finance, Options, Natural Gas, Petroleum, Capital Markets, Investment Banking, Trading, Commodity, Derivatives, Hedging, Hedge Funds, Risk Management
Education
University of Southern California 1986 — 1991
Bachelor's degree, Chemistry and History
Chris Osborne, CAIA Chris Osborne, CAIA's Lehman Brothers Experience July 2007 - November 2008
Job Senior Associate Alternative Investments Private Client Sales at Morgan Stanley Investment Management
Industry Investment Banking
Experience
Morgan Stanley Investment Management May 2013 - Present
Canaccord Genuity Inc. May 2009 - January 2013
Stanford Group Company November 2008 - March 2009
Lehman Brothers July 2007 - November 2008
Skills
Alternative Investments, Hedge Funds, Private Equity, Real Estate Private..., Wealth Management, Structured Products, Mutual Funds, Equities, Finance, Capital Markets
Education
University of Richmond 2003 — 2007
B.S, B.A, Finance
Morgan Stanley Investment Management May 2013 - Present
Canaccord Genuity Inc. May 2009 - January 2013
Stanford Group Company November 2008 - March 2009
Lehman Brothers July 2007 - November 2008
Skills
Alternative Investments, Hedge Funds, Private Equity, Real Estate Private..., Wealth Management, Structured Products, Mutual Funds, Equities, Finance, Capital Markets
Education
University of Richmond 2003 — 2007
B.S, B.A, Finance
Lewis Fellas's Lehman Brothers Experience April 2005 - November 2006
Job Harvard Management Company
Industry Investment Management
Experience
Harvard Management Company February 2014 - Present
Segantii Capital Management June 2012 - January 2014
Factorial Capital January 2012 - June 2012
Deephaven Capital Management November 2006 - April 2009
Lehman Brothers April 2005 - November 2006
JPMorgan Chase February 2000 - April 2005
Skills
Equities, Hedge Funds, Trading, Portfolio Management, Equity Derivatives, Derivatives, Fixed Income, Alternative Investments, Bloomberg, Options, Emerging Markets, Capital Markets, Financial Markets, Asset Management
Education
The University of Reading 1995 — 1999
Masters, Chemistry
Harvard Management Company February 2014 - Present
Segantii Capital Management June 2012 - January 2014
Factorial Capital January 2012 - June 2012
Deephaven Capital Management November 2006 - April 2009
Lehman Brothers April 2005 - November 2006
JPMorgan Chase February 2000 - April 2005
Skills
Equities, Hedge Funds, Trading, Portfolio Management, Equity Derivatives, Derivatives, Fixed Income, Alternative Investments, Bloomberg, Options, Emerging Markets, Capital Markets, Financial Markets, Asset Management
Education
The University of Reading 1995 — 1999
Masters, Chemistry
James S. Lee James S. Lee's Lehman Brothers Experience July 2005 - September 2008
Job CEO at JIOS AEROGEL LIMITED
Industry Nanotechnology
Experience
JIOS Aerogel Limited February 2013 - Present
J.P. Morgan August 2010 - June 2012
Nomura September 2008 - May 2010
Lehman Brothers July 2005 - September 2008
UBS Investment Bank 1996 - 2005
Arthur Andersen & Co September 1990 - May 1992
Skills
Start-ups, Corporate Finance, Corporate Development, Growth Management, Risk Management, Investment Banking, Alternative Investments, Fixed Income, Commodity, Capital Markets, Valuation, Mergers & Acquisitions, CDS, Finance, Financial Modeling, Venture Capital, Structured Finance, Investments, Business Valuation, LBO, Derivatives, Financial Structuring, Emerging Markets, Investment Advisory, Fixed Income Derivatives, Financing
Education
University of Southern California - Marshall School of Business 1992 — 1994
MBA, Finance, General
University of Southern California 1986 — 1990
BS, Accounting
Los Altos high school 1982 — 1986
JIOS Aerogel Limited February 2013 - Present
J.P. Morgan August 2010 - June 2012
Nomura September 2008 - May 2010
Lehman Brothers July 2005 - September 2008
UBS Investment Bank 1996 - 2005
Arthur Andersen & Co September 1990 - May 1992
Skills
Start-ups, Corporate Finance, Corporate Development, Growth Management, Risk Management, Investment Banking, Alternative Investments, Fixed Income, Commodity, Capital Markets, Valuation, Mergers & Acquisitions, CDS, Finance, Financial Modeling, Venture Capital, Structured Finance, Investments, Business Valuation, LBO, Derivatives, Financial Structuring, Emerging Markets, Investment Advisory, Fixed Income Derivatives, Financing
Education
University of Southern California - Marshall School of Business 1992 — 1994
MBA, Finance, General
University of Southern California 1986 — 1990
BS, Accounting
Los Altos high school 1982 — 1986
Andrew O'Donnell Andrew O'Donnell's Lehman Brothers Experience 2001 - 2006
Job Investor at Talisman Global Asset Management Limited
Industry Investment Management
Experience
Talisman Global Asset Management Limited 2014 - Present
MDR Capital 2011 - 2014
Exis Capital 2007 - 2010
Lehman Brothers 2001 - 2006
Skills
Bloomberg, Hedge Funds, Investment Banking, Long/Short Equity, Buy-side, Alpha Generation, Fundamental Analysis, Equity Research, Idea Generation, Stock Picking, Primary Research, Portfolio Management, Financial Analysis, Financial Modeling, Financial Research, Equity Valuation, Equities, Stocks, Investment Management, Alternative Investments, Investments, Pitching Ideas, Valuation, Asset Management, Analysis, Capital Markets, Catalyst, Competitive Analysis, Comparable Analysis, Comps, DCF, DCF Valuation, Derivatives, Due Diligence, Economics, Finance, Fixed Income, Industry Analysis, LBO, M&A experience, Macro, Market Analysis, Market Neutral, Networking, IRR, Private Equity, Relative Value, SOTP, Equity Trading
Education
University of San Diego 1997 — 2001
Bachelor of Business Administration (BBA)
Belmont Hill School
Canterbury School
Talisman Global Asset Management Limited 2014 - Present
MDR Capital 2011 - 2014
Exis Capital 2007 - 2010
Lehman Brothers 2001 - 2006
Skills
Bloomberg, Hedge Funds, Investment Banking, Long/Short Equity, Buy-side, Alpha Generation, Fundamental Analysis, Equity Research, Idea Generation, Stock Picking, Primary Research, Portfolio Management, Financial Analysis, Financial Modeling, Financial Research, Equity Valuation, Equities, Stocks, Investment Management, Alternative Investments, Investments, Pitching Ideas, Valuation, Asset Management, Analysis, Capital Markets, Catalyst, Competitive Analysis, Comparable Analysis, Comps, DCF, DCF Valuation, Derivatives, Due Diligence, Economics, Finance, Fixed Income, Industry Analysis, LBO, M&A experience, Macro, Market Analysis, Market Neutral, Networking, IRR, Private Equity, Relative Value, SOTP, Equity Trading
Education
University of San Diego 1997 — 2001
Bachelor of Business Administration (BBA)
Belmont Hill School
Canterbury School
Asawari Vagal Ghude Asawari Vagal Ghude's Lehman Brothers Experience April 1999 - May 2003
Job Senior Consultant at Bank of America
Industry Information Services
Experience
Bank of America September 2013 - Present
Citigroup April 2010 - March 2013
Cream and More December 2007 - December 2008
Lehman Brothers April 1999 - May 2003
IBM Global Services August 1998 - March 1999
Stone River Software January 1998 - July 1998
Skills
Databases, Java, Sybase, Trading Systems, Java Enterprise Edition, Unix
Education
Southwark College, London
Diploma in Surface and Interior Design
Western Michigan University
MS, Computer Science
University of Pune
BE, Computer Engineering
Bank of America September 2013 - Present
Citigroup April 2010 - March 2013
Cream and More December 2007 - December 2008
Lehman Brothers April 1999 - May 2003
IBM Global Services August 1998 - March 1999
Stone River Software January 1998 - July 1998
Skills
Databases, Java, Sybase, Trading Systems, Java Enterprise Edition, Unix
Education
Southwark College, London
Diploma in Surface and Interior Design
Western Michigan University
MS, Computer Science
University of Pune
BE, Computer Engineering
Greg Amira Greg Amira's Lehman Brothers Experience April 1989 - August 1989
Job Founder, Chairman, & President at WoundedVets.org
Industry Military
Experience
WoundedVets.org February 2011 - Present
Ride 2 Recovery November 2009 - September 2011
Military Order of the Purple Heart May 2010 - May 2011
Wounded Warrior Project July 2008 - March 2011
US Army December 2005 - July 2008
Morgan Stanley November 1994 - March 2002
Shearson, Lehman, Hutton September 1989 - June 1991
Lehman Brothers April 1989 - August 1989
Skills
Public Speaking, Project Management, Venture Capital, Economic Development, Investment Banking, Staff Development, Capacity Building, Strategic Planning, Program Management, Asset Managment, Leadership Development, Leadership, Risk Management, Investments, Fundraising, Non-profits, Nonprofits
Education
U S Army 2005 — 2006
CAQC, Civil Affairs
U S Army 1994 — 1994
QM OBC, Quartermaster, Supply and Logistics
University of South Florida 1990 — 1994
B.A., International Studies with emphasis on the Middle East
WoundedVets.org February 2011 - Present
Ride 2 Recovery November 2009 - September 2011
Military Order of the Purple Heart May 2010 - May 2011
Wounded Warrior Project July 2008 - March 2011
US Army December 2005 - July 2008
Morgan Stanley November 1994 - March 2002
Shearson, Lehman, Hutton September 1989 - June 1991
Lehman Brothers April 1989 - August 1989
Skills
Public Speaking, Project Management, Venture Capital, Economic Development, Investment Banking, Staff Development, Capacity Building, Strategic Planning, Program Management, Asset Managment, Leadership Development, Leadership, Risk Management, Investments, Fundraising, Non-profits, Nonprofits
Education
U S Army 2005 — 2006
CAQC, Civil Affairs
U S Army 1994 — 1994
QM OBC, Quartermaster, Supply and Logistics
University of South Florida 1990 — 1994
B.A., International Studies with emphasis on the Middle East
Randy Petralia Randy Petralia's Lehman Brothers Experience 1987 - 1998
Job Executive Search Consultant at JJ Bergen & Associates,2122022962
Industry Staffing and Recruiting
Experience
JJ Bergen & Associates 2015 - Present
Experis 2014 - 2015
New Millennium Group 2004 - 2007
Deutsche Asset Management 2002 - 2002
Putnam Investments 1998 - 2001
PanAgora Asset Management 1996 - 1998
Lehman Brothers 1987 - 1998
Japan Society 1983 - 1987
Washington University in St. Louis 1981 - 1982
Skills
Executive Search
Education
Washington University in St. Louis
Doctor of Philosophy (Ph.D.), History
The Collegiate School
High School
University of Rochester
Bachelor's Degree, History, French Literature
JJ Bergen & Associates 2015 - Present
Experis 2014 - 2015
New Millennium Group 2004 - 2007
Deutsche Asset Management 2002 - 2002
Putnam Investments 1998 - 2001
PanAgora Asset Management 1996 - 1998
Lehman Brothers 1987 - 1998
Japan Society 1983 - 1987
Washington University in St. Louis 1981 - 1982
Skills
Executive Search
Education
Washington University in St. Louis
Doctor of Philosophy (Ph.D.), History
The Collegiate School
High School
University of Rochester
Bachelor's Degree, History, French Literature
Denham Schiff Denham Schiff's Lehman Brothers Experience February 2001 - July 2002
Job SFIC (Schiff Foreign Investment Company)
Industry Investment Management
Experience
SFIC (Schiff Foreign Investment Company) May 2012 - Present
Schiff & Company February 2010 - April 2012
Wheelhouse Investment Partners February 2010 - April 2012
Hamburg, Germany - New York, NY April 2009 - January 2010
Time Machine Goup - Dubai, UAE July 2008 - April 2009
Saks Fifth Avenue - Mexico January 2007 - April 2008
Bergdorf Goodman January 2003 - December 2006
Lehman Brothers February 2001 - July 2002
Skills
CRM, Retail, Product Development, Business Development, Marketing, Management Consulting, Marketing Strategy, Marketing Communications, Product Marketing, Integrated Marketing, Competitive Analysis, New Business Development, Advertising, Real Estate, Business Strategy, Start-ups, Strategy, Entrepreneurship, Market Research, Brand Development
Education
University of Southern California 1997 — 2000
Bachelors of Science, Economics
SFIC (Schiff Foreign Investment Company) May 2012 - Present
Schiff & Company February 2010 - April 2012
Wheelhouse Investment Partners February 2010 - April 2012
Hamburg, Germany - New York, NY April 2009 - January 2010
Time Machine Goup - Dubai, UAE July 2008 - April 2009
Saks Fifth Avenue - Mexico January 2007 - April 2008
Bergdorf Goodman January 2003 - December 2006
Lehman Brothers February 2001 - July 2002
Skills
CRM, Retail, Product Development, Business Development, Marketing, Management Consulting, Marketing Strategy, Marketing Communications, Product Marketing, Integrated Marketing, Competitive Analysis, New Business Development, Advertising, Real Estate, Business Strategy, Start-ups, Strategy, Entrepreneurship, Market Research, Brand Development
Education
University of Southern California 1997 — 2000
Bachelors of Science, Economics
Bill Mangan Bill Mangan's Lehman Brothers Experience February 2004 - September 2008
Job Director, Content Acquisition & Strategic Alliances at McGraw Hill Financial
Industry Financial Services
Experience
McGraw Hill Financial April 2013 - Present
SNL Financial May 2012 - April 2013
Macquarie Holdings (U.S.A) Inc. January 2010 - March 2012
Barclays Capital September 2008 - January 2010
Lehman Brothers February 2004 - September 2008
NYSE Euronext 1989 - 2001
Skills
Market Data, Bloomberg
Education
University of Scranton
BS, Accounting
McGraw Hill Financial April 2013 - Present
SNL Financial May 2012 - April 2013
Macquarie Holdings (U.S.A) Inc. January 2010 - March 2012
Barclays Capital September 2008 - January 2010
Lehman Brothers February 2004 - September 2008
NYSE Euronext 1989 - 2001
Skills
Market Data, Bloomberg
Education
University of Scranton
BS, Accounting
Brette Berman's Lehman Brothers Experience July 2003 - June 2007
Job Executive Assistant to CEO at Fifth Street Asset Management
Industry Financial Services
Experience
Fifth Street Asset Management May 2014 - Present
Deutsche Bank June 2012 - February 2014
Neuberger Berman June 2007 - June 2012
Lehman Brothers July 2003 - June 2007
Skills
Wealth Management, Hedge Funds, Fixed Income, Alternative Investments, Equities, Series 7, Securities, Bloomberg, Management, Asset Management, Portfolio Management, Mutual Funds
Education
University of Rhode Island 1999 — 2003
Fifth Street Asset Management May 2014 - Present
Deutsche Bank June 2012 - February 2014
Neuberger Berman June 2007 - June 2012
Lehman Brothers July 2003 - June 2007
Skills
Wealth Management, Hedge Funds, Fixed Income, Alternative Investments, Equities, Series 7, Securities, Bloomberg, Management, Asset Management, Portfolio Management, Mutual Funds
Education
University of Rhode Island 1999 — 2003
Raymond Agcaoili Raymond Agcaoili's Lehman Brothers Experience August 1997 - July 1998
Job Information Technology & Services Professional
Industry Information Technology and Services
Experience
Nomura Securities July 2010 - Present
AFSCME (D.C. 37) September 2008 - July 2010
Morgan Stanley October 2007 - June 2008
Nomura Securities April 2006 - July 2007
Universal Music Group December 1999 - April 2006
New Jersey Transit May 1999 - December 1999
Morgan Stanley July 1998 - December 1998
Lehman Brothers August 1997 - July 1998
PaineWebber May 1996 - July 1997
Education
University of Santo Tomas
Nomura Securities July 2010 - Present
AFSCME (D.C. 37) September 2008 - July 2010
Morgan Stanley October 2007 - June 2008
Nomura Securities April 2006 - July 2007
Universal Music Group December 1999 - April 2006
New Jersey Transit May 1999 - December 1999
Morgan Stanley July 1998 - December 1998
Lehman Brothers August 1997 - July 1998
PaineWebber May 1996 - July 1997
Education
University of Santo Tomas
Jamie Walker Jamie Walker's Lehman Brothers Experience July 2001 - February 2004
Job Principal at Sound Harbor Partners
Industry Financial Services
Experience
Sound Harbor Partners June 2014 - Present
Genworth Financial November 2012 - June 2014
Citadel Investment Group May 2010 - September 2011
The Carlyle Group February 2004 - May 2010
Lehman Brothers July 2001 - February 2004
Skills
High Yield, Leveraged Finance, Credit Analysis, Leveraged Loans, Credit Research, Distressed Debt, Debt Restructuring, Capital Markets, Syndicated Loans, Credit Derivatives, Bonds, Loans, CLO, Fixed Income, Credit, Private Placements, High Yield Bonds, Series 7, Series 63, Structured Finance, Private Equity, Securities, Hedge Funds, Trading, Investments, Portfolio Management, Syndications, LBO, Asset Management, Equities, Bloomberg, Credit Rating, Investment Banking, CDS, Financial Structuring, Emerging Markets, Alternative Investments
Education
University of Richmond 1997 — 2001
BA, magna cum laude, Leadership Studies & Finance double major
Sound Harbor Partners June 2014 - Present
Genworth Financial November 2012 - June 2014
Citadel Investment Group May 2010 - September 2011
The Carlyle Group February 2004 - May 2010
Lehman Brothers July 2001 - February 2004
Skills
High Yield, Leveraged Finance, Credit Analysis, Leveraged Loans, Credit Research, Distressed Debt, Debt Restructuring, Capital Markets, Syndicated Loans, Credit Derivatives, Bonds, Loans, CLO, Fixed Income, Credit, Private Placements, High Yield Bonds, Series 7, Series 63, Structured Finance, Private Equity, Securities, Hedge Funds, Trading, Investments, Portfolio Management, Syndications, LBO, Asset Management, Equities, Bloomberg, Credit Rating, Investment Banking, CDS, Financial Structuring, Emerging Markets, Alternative Investments
Education
University of Richmond 1997 — 2001
BA, magna cum laude, Leadership Studies & Finance double major
Haibin Zhang Haibin Zhang's Lehman Brothers Experience July 2007 - September 2008
Job SVP Quantitative Research Analyst at PIMCO
Industry Financial Services
Experience
PIMCO January 2014 - Present
PIMCO November 2010 - December 2013
Barclays Capital September 2008 - November 2010
Lehman Brothers July 2007 - September 2008
Bloomberg September 2006 - July 2007
Brookhaven National Laboratory February 2004 - August 2006
Education
Yale University 1999 — 2004
PhD, Physics
University of Science and Technology of China 1994 — 1999
BS, Physics
Pujiang Middle School
PIMCO January 2014 - Present
PIMCO November 2010 - December 2013
Barclays Capital September 2008 - November 2010
Lehman Brothers July 2007 - September 2008
Bloomberg September 2006 - July 2007
Brookhaven National Laboratory February 2004 - August 2006
Education
Yale University 1999 — 2004
PhD, Physics
University of Science and Technology of China 1994 — 1999
BS, Physics
Pujiang Middle School
Andrea Jacob's Lehman Brothers Experience December 2004 - February 2006
Job Associate Director Talent Management at BristolMyers Squibb
Industry Pharmaceuticals
Experience
Bristol-Myers Squibb Human Resources Manager, U.S.PharmaceuticalBristol-Myers Squibb, Princeton, New JerseySeptember 2010 - April 2012
Bristol-Myers Squibb February 2006 - September 2010
Lehman Brothers December 2004 - February 2006
American International Group 1996 - 2004
Education
University of Pittsburgh 1988 — 1992
Bristol-Myers Squibb Human Resources Manager, U.S.PharmaceuticalBristol-Myers Squibb, Princeton, New JerseySeptember 2010 - April 2012
Bristol-Myers Squibb February 2006 - September 2010
Lehman Brothers December 2004 - February 2006
American International Group 1996 - 2004
Education
University of Pittsburgh 1988 — 1992
Kristen Soderberg Kristen Soderberg's Lehman Brothers Experience December 2006 - January 2008
Job Senior Underwriter at Freddie Mac
Industry Real Estate
Experience
Freddie Mac April 2013 - Present
Freddie Mac Marketing AssociateCasden Properties LLCMay 2010 - August 2011
Granite Investment Group February 2008 - December 2010
Lehman Brothers December 2006 - January 2008
Eurohypo AG May 2006 - November 2006
NorthMarq Capital November 2002 - May 2006
Gilmore Associates May 2001 - December 2002
Park La Brea February 2000 - May 2001
Lewis Operating Corp. January 1998 - February 2000
Skills
Due Diligence, Financial Analysis, Investments, Portfolio Management, Credit, Underwriting, Real Estate Transactions, Loans, Leases, Investors, Acquisitions, Real Estate Economics, Equities, Asset Management, Analysis, Real Estate, Valuation, Management, Disposition, Real Estate Development
Education
University of Southern California 2000 — 2001
MRED, Real Estate Development
Whitman College 1993 — 1997
Bachelor of Arts, Art History
Freddie Mac April 2013 - Present
Freddie Mac Marketing AssociateCasden Properties LLCMay 2010 - August 2011
Granite Investment Group February 2008 - December 2010
Lehman Brothers December 2006 - January 2008
Eurohypo AG May 2006 - November 2006
NorthMarq Capital November 2002 - May 2006
Gilmore Associates May 2001 - December 2002
Park La Brea February 2000 - May 2001
Lewis Operating Corp. January 1998 - February 2000
Skills
Due Diligence, Financial Analysis, Investments, Portfolio Management, Credit, Underwriting, Real Estate Transactions, Loans, Leases, Investors, Acquisitions, Real Estate Economics, Equities, Asset Management, Analysis, Real Estate, Valuation, Management, Disposition, Real Estate Development
Education
University of Southern California 2000 — 2001
MRED, Real Estate Development
Whitman College 1993 — 1997
Bachelor of Arts, Art History
Fredrik Wiklund's Lehman Brothers Experience March 2001 - May 2003
Job VP, Corporate Development & Investor Relations at Celladon Corporation
Industry Biotechnology
Experience
Celladon Corporation September 2009 - Present
Tercica March 2003 - November 2008
Lehman Brothers March 2001 - May 2003
Gilead Sciences 1996 - 2000
Skills
Corporate Development, Biotechnology, Venture Capital, Pharmaceutical Industry, Mergers, Lifesciences, Financial Modeling, Investor Relations, Start-ups, Due Diligence, IPO, M&A experience, Mergers & Acquisitions
Education
USC Marshall School of Business 1998 — 2000
Master of Business Administration (MBA), Finance, General
University of San Diego 1989 — 1993
Bachelor of Arts (BA), International Relations and Affairs
Miramonte
Celladon Corporation September 2009 - Present
Tercica March 2003 - November 2008
Lehman Brothers March 2001 - May 2003
Gilead Sciences 1996 - 2000
Skills
Corporate Development, Biotechnology, Venture Capital, Pharmaceutical Industry, Mergers, Lifesciences, Financial Modeling, Investor Relations, Start-ups, Due Diligence, IPO, M&A experience, Mergers & Acquisitions
Education
USC Marshall School of Business 1998 — 2000
Master of Business Administration (MBA), Finance, General
University of San Diego 1989 — 1993
Bachelor of Arts (BA), International Relations and Affairs
Miramonte
Alan Chang Alan Chang's Lehman Brothers Experience 2005 - 2008
Job Experienced Operational Efficiency Manager
Industry Financial Services
Experience
ICAP July 2013 - Present
UBS Investment Bank 2012 - June 2013
Goldman Sachs 2010 - 2012
J.P. Morgan March 2008 - July 2010
Lehman Brothers 2005 - 2008
Rich Products Corporation June 2004 - September 2004
Skills
Investment Banking, Financial Modeling, Corporate Finance, Fixed Income, Derivatives, Middle Office, Process Improvement, Securities Operations, Securities Market, Project Management, Data Analytics, Business Analysis, Change Management, Process Re-engineering, Market Research, Operations Management, Equities, Operating Systems, System Testing, Prime Brokerage, Risk Management, Underwriting, IPO, Settlement, Clearing, Equity Trading, Client Development, Due Diligence, Microsoft Office, Strategic Planning, Trade Support, Client Services, Strategy, Finance, Mergers & Acquisitions, Securities, Trading
Education
University of Rochester - William E. Simon Graduate School of Business Administration
Master of Business Administration (MBA), Accounting and Finance
ICAP July 2013 - Present
UBS Investment Bank 2012 - June 2013
Goldman Sachs 2010 - 2012
J.P. Morgan March 2008 - July 2010
Lehman Brothers 2005 - 2008
Rich Products Corporation June 2004 - September 2004
Skills
Investment Banking, Financial Modeling, Corporate Finance, Fixed Income, Derivatives, Middle Office, Process Improvement, Securities Operations, Securities Market, Project Management, Data Analytics, Business Analysis, Change Management, Process Re-engineering, Market Research, Operations Management, Equities, Operating Systems, System Testing, Prime Brokerage, Risk Management, Underwriting, IPO, Settlement, Clearing, Equity Trading, Client Development, Due Diligence, Microsoft Office, Strategic Planning, Trade Support, Client Services, Strategy, Finance, Mergers & Acquisitions, Securities, Trading
Education
University of Rochester - William E. Simon Graduate School of Business Administration
Master of Business Administration (MBA), Accounting and Finance
Jon DiRienzo's Lehman Brothers Experience January 1999 - January 2002
Job Realtor at Vanguard Properties
Industry Real Estate
Experience
Vanguard Properties 2015 - Present
Red Oak Realty October 2013 - March 2014
East Bay Sotheby's International Realty March 2010 - November 2012
Keller Williams Realty June 2005 - February 2010
Sotheby's International Realty September 2002 - May 2005
Lehman Brothers January 1999 - January 2002
Donna Karan January 1994 - January 1997
Education
University of Rochester 1988 — 1992
BA, Psychology
Vanguard Properties 2015 - Present
Red Oak Realty October 2013 - March 2014
East Bay Sotheby's International Realty March 2010 - November 2012
Keller Williams Realty June 2005 - February 2010
Sotheby's International Realty September 2002 - May 2005
Lehman Brothers January 1999 - January 2002
Donna Karan January 1994 - January 1997
Education
University of Rochester 1988 — 1992
BA, Psychology
Brent Engel Brent Engel's Lehman Brothers Experience June 2007 - June 2008
Job CW Henderson & Associates
Industry Investment Management
Experience
CW Henderson & Associates June 2012 - Present
Citadel Investment Group July 2008 - April 2011
Lehman Brothers June 2007 - June 2008
Lehman Brothers July 2005 - June 2007
Education
University of Richmond 2001 — 2005
Double Major: Business (Finance), Leadership Studies
CW Henderson & Associates June 2012 - Present
Citadel Investment Group July 2008 - April 2011
Lehman Brothers June 2007 - June 2008
Lehman Brothers July 2005 - June 2007
Education
University of Richmond 2001 — 2005
Double Major: Business (Finance), Leadership Studies
Chip Howard Chip Howard's Lehman Brothers Experience 1986 - 1987
Job Vice President & National Account Manager at HighMark Capital Management
Industry
Experience
HighMark Capital Management January 1991 - Present
J&W Seligman 1987 - 1988
Lehman Brothers 1986 - 1987
Sutro & Company 1982 - 1986
Procter & Gamble 1978 - 1982
Skills
Mutual Funds, Wealth Management, Portfolio Management, Microsoft Office, Fixed Income, Equities, Microsoft Word, PowerPoint, Microsoft Excel, Financial Services, Customer Service, Separately Managed..., Retirement Planning, Public Speaking, Leadership, Asset Management, Investment Management, Management, Marketing, Investments
Education
University of San Francisco 1977 — 1978
Bachelor of Science (B.S.), Business Administration and Management, emphasis in Economics
HighMark Capital Management January 1991 - Present
J&W Seligman 1987 - 1988
Lehman Brothers 1986 - 1987
Sutro & Company 1982 - 1986
Procter & Gamble 1978 - 1982
Skills
Mutual Funds, Wealth Management, Portfolio Management, Microsoft Office, Fixed Income, Equities, Microsoft Word, PowerPoint, Microsoft Excel, Financial Services, Customer Service, Separately Managed..., Retirement Planning, Public Speaking, Leadership, Asset Management, Investment Management, Management, Marketing, Investments
Education
University of San Francisco 1977 — 1978
Bachelor of Science (B.S.), Business Administration and Management, emphasis in Economics
Annie Chen's Lehman Brothers Experience August 2007 - May 2008
Job Vice President, Client & Marketing Strategy | RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets September 2014 - Present
Barclays August 2013 - August 2014
American Express July 2008 - August 2013
Lehman Brothers August 2007 - May 2008
Education
University of Rochester 2003 — 2007
BA
RBC Capital Markets September 2014 - Present
Barclays August 2013 - August 2014
American Express July 2008 - August 2013
Lehman Brothers August 2007 - May 2008
Education
University of Rochester 2003 — 2007
BA
Peter Seok Peter Seok's Lehman Brothers Experience August 2003 - April 2006
Job Vice President at MUFG Americas
Industry Investment Banking
Experience
MUFG Americas March 2015 - Present
JPMorgan Chase September 2013 - March 2015
Barclays Capital November 2012 - September 2013
Deutsche Bank September 2010 - November 2012
Lehman Brothers August 2003 - April 2006
Skills
Microsoft Excel, Microsoft Powerpoint, Microsoft Word, Fixed Income, PowerPoint, Derivatives, Securitization, Basel II, Risk Management, Credit Risk, VBA, Microsoft Access
Education
University of St. Gallen 2008 — 2009
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
University of Rochester 1998 — 2002
Bachelor of Arts (B.A.), Economics
MUFG Americas March 2015 - Present
JPMorgan Chase September 2013 - March 2015
Barclays Capital November 2012 - September 2013
Deutsche Bank September 2010 - November 2012
Lehman Brothers August 2003 - April 2006
Skills
Microsoft Excel, Microsoft Powerpoint, Microsoft Word, Fixed Income, PowerPoint, Derivatives, Securitization, Basel II, Risk Management, Credit Risk, VBA, Microsoft Access
Education
University of St. Gallen 2008 — 2009
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
University of Rochester 1998 — 2002
Bachelor of Arts (B.A.), Economics
Bruce Leete, CFA Bruce Leete, CFA's Lehman Brothers Experience September 2002 - September 2008
Job Senior Derivative Trader
Industry Investment Management
Experience
invesco June 2014 - Present
Barclays 2008 - 2013
Lehman Brothers September 2002 - September 2008
Arthur Andersen September 1996 - June 2000
Skills
Investment Banking, Investments, Financial Services, Derivatives, Capital Markets, Fixed Income, Bloomberg, Alternative Investments, Structured Products, Bonds
Education
Columbia Business School 2000 — 2002
Master of Business Administration (MBA), Finance
University of Richmond - Robins School of Business 1992 — 1996
BS, Accounting
invesco June 2014 - Present
Barclays 2008 - 2013
Lehman Brothers September 2002 - September 2008
Arthur Andersen September 1996 - June 2000
Skills
Investment Banking, Investments, Financial Services, Derivatives, Capital Markets, Fixed Income, Bloomberg, Alternative Investments, Structured Products, Bonds
Education
Columbia Business School 2000 — 2002
Master of Business Administration (MBA), Finance
University of Richmond - Robins School of Business 1992 — 1996
BS, Accounting
Galen Wilson Galen Wilson's Lehman Brothers Experience May 2007 - August 2007
Job Associate at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2014 - Present
Goldman Sachs July 2011 - July 2014
Coro Center for Civic Leadership August 2010 - June 2011
Teach for America June 2008 - August 2010
Lehman Brothers May 2007 - August 2007
Ivy Asset Management 2006 - 2007
Skills
Financial Modeling, Research, Data Analysis, Non-profits, Economics, Quantitative Analytics, Financial Analysis, Public Speaking, Bloomberg, Policy Analysis, Strategic Planning, Public Policy, Staff Development, Leadership, Teaching, Nonprofits, Management
Education
University of San Francisco 2003 — 2007
B.A., Finance
Goldman Sachs July 2014 - Present
Goldman Sachs July 2011 - July 2014
Coro Center for Civic Leadership August 2010 - June 2011
Teach for America June 2008 - August 2010
Lehman Brothers May 2007 - August 2007
Ivy Asset Management 2006 - 2007
Skills
Financial Modeling, Research, Data Analysis, Non-profits, Economics, Quantitative Analytics, Financial Analysis, Public Speaking, Bloomberg, Policy Analysis, Strategic Planning, Public Policy, Staff Development, Leadership, Teaching, Nonprofits, Management
Education
University of San Francisco 2003 — 2007
B.A., Finance
Brendan McCourt Brendan McCourt's Lehman Brothers Experience July 2008 - September 2008
Job US Trading at OchZiff Capital Management
Industry Investment Banking
Experience
Och-Ziff Capital Management July 2011 - Present
Barclays Capital September 2008 - July 2011
Lehman Brothers July 2008 - September 2008
Skills
Bloomberg
Education
University of South Carolina - Darla Moore School of Business 2004 — 2008
Bachelors, Economics
Och-Ziff Capital Management July 2011 - Present
Barclays Capital September 2008 - July 2011
Lehman Brothers July 2008 - September 2008
Skills
Bloomberg
Education
University of South Carolina - Darla Moore School of Business 2004 — 2008
Bachelors, Economics
Mark Roethlin, CFA Mark Roethlin, CFA's Lehman Brothers Experience July 1994 - June 1996
Job Director at New York Life Investment Management
Industry Investment Management
Experience
New York Life Investment Management March 2011 - Present
Invesco June 2010 - March 2011
Morgan Stanley Investment Management January 2007 - June 2010
Morgan Stanley Investment Management January 2005 - December 2006
Morgan Stanley Investment Management April 2004 - November 2005
Morgan Stanley Investment Management November 2001 - April 2005
Morgan Stanley Investment Management July 1999 - November 2001
JP Morgan Investment Management January 1997 - July 1999
Alliance Capital Management July 1995 - February 1997
Lehman Brothers July 1994 - June 1996
Skills
Equities, Business Planning, Alternative Investments, Hedge Funds, Equity Valuation, Investments, Mutual Funds, Competitive Analysis, Business Strategy, Private Equity, Asset Management, Portfolio Management, Bloomberg, Fund Of Funds, Financial Services, Series 63, Series 7, Options
Education
University of Scranton 1989 — 1993
B.S., Marketing
Don Bosco Prep 1985 — 1989
New York Life Investment Management March 2011 - Present
Invesco June 2010 - March 2011
Morgan Stanley Investment Management January 2007 - June 2010
Morgan Stanley Investment Management January 2005 - December 2006
Morgan Stanley Investment Management April 2004 - November 2005
Morgan Stanley Investment Management November 2001 - April 2005
Morgan Stanley Investment Management July 1999 - November 2001
JP Morgan Investment Management January 1997 - July 1999
Alliance Capital Management July 1995 - February 1997
Lehman Brothers July 1994 - June 1996
Skills
Equities, Business Planning, Alternative Investments, Hedge Funds, Equity Valuation, Investments, Mutual Funds, Competitive Analysis, Business Strategy, Private Equity, Asset Management, Portfolio Management, Bloomberg, Fund Of Funds, Financial Services, Series 63, Series 7, Options
Education
University of Scranton 1989 — 1993
B.S., Marketing
Don Bosco Prep 1985 — 1989
Arin Nazarian Arin Nazarian's Lehman Brothers Experience June 2005 - February 2007
Job Principal at Kingfish Group
Industry Investment Management
Experience
Kingfish Group December 2010 - Present
McMaster-Carr June 2008 - March 2009
Gryphon Investors February 2007 - March 2008
Lehman Brothers June 2005 - February 2007
Skills
Private Equity, Mergers, Financial Modeling, Due Diligence, Business Strategy, Mergers & Acquisitions, LBO, Venture Capital, Investments, Corporate Development, Strategy, Valuation, Investment Banking, Start-ups, M&A experience, Entrepreneurship, Acquisition Integration, Management, Hedge Funds, Corporate Finance, Business Valuation, Alternative Investments
Education
University of Southern California 2001 — 2005
B.S., Business Administration, Finance
University of Southern California - Marshall School of Business 2001 — 2005
Bachelor of Science, Finance & Management
Kingfish Group December 2010 - Present
McMaster-Carr June 2008 - March 2009
Gryphon Investors February 2007 - March 2008
Lehman Brothers June 2005 - February 2007
Skills
Private Equity, Mergers, Financial Modeling, Due Diligence, Business Strategy, Mergers & Acquisitions, LBO, Venture Capital, Investments, Corporate Development, Strategy, Valuation, Investment Banking, Start-ups, M&A experience, Entrepreneurship, Acquisition Integration, Management, Hedge Funds, Corporate Finance, Business Valuation, Alternative Investments
Education
University of Southern California 2001 — 2005
B.S., Business Administration, Finance
University of Southern California - Marshall School of Business 2001 — 2005
Bachelor of Science, Finance & Management
Tanuja Pulakhandam, CFA Tanuja Pulakhandam, CFA's Lehman Brothers Experience 1998 - 2000
Job Senior Vice President Product Manager at HSBC Private Bank
Industry Investment Management
Experience
HSBC Private Bank February 2007 - Present
HSBC Global Asset Management 2001 - January 2007
Lehman Brothers 1998 - 2000
Morgan Stanley 1994 - 1998
Office of Management and Budget, New York City June 1990 - December 1992
Skills
Investments, Product Management, Wealth Management, Asset Allocation, Asset Management, Business Development, Alternative Investments, Asset Managment, Emerging Markets, Mutual Funds, Structured Products, Capital Markets, Private Banking, Hedge Funds, Wealth Management..., Fixed Income, Trading, Equities, Portfolio Management, Finance, Investment Management, Investment Strategies, Investment Advisory, Financial Markets
Education
University of Rochester - Simon Business School 1993 — 1994
MBA, Finance
HSBC Private Bank February 2007 - Present
HSBC Global Asset Management 2001 - January 2007
Lehman Brothers 1998 - 2000
Morgan Stanley 1994 - 1998
Office of Management and Budget, New York City June 1990 - December 1992
Skills
Investments, Product Management, Wealth Management, Asset Allocation, Asset Management, Business Development, Alternative Investments, Asset Managment, Emerging Markets, Mutual Funds, Structured Products, Capital Markets, Private Banking, Hedge Funds, Wealth Management..., Fixed Income, Trading, Equities, Portfolio Management, Finance, Investment Management, Investment Strategies, Investment Advisory, Financial Markets
Education
University of Rochester - Simon Business School 1993 — 1994
MBA, Finance
Shawn Foley's Lehman Brothers Experience January 2001 - August 2004
Job Trading Floor Operations Manager at GFI Group
Industry Financial Services
Experience
GFI Group August 2004 - Present
Lehman Brothers January 2001 - August 2004
Pershing 1998 - 2000
Bell Industries 1997 - 1998
Skills
Risk Management, Asset Management, Trading Systems, Capital Markets, Fixed Income, Bloomberg, Trading, Equities, Financial Services, Hedge Funds, Business Analysis, Portfolio Management, Bonds, Derivatives, Options, Vendor Management, SDLC, Financial Markets, Project Management, Investment Banking, Electronic Trading, Securities, Series 7, Financial Risk, Investments, IT Strategy
Education
University of Richmond 1994 — 1998
Economics, Business Administration
Ramapo High School 1990 — 1993
GFI Group August 2004 - Present
Lehman Brothers January 2001 - August 2004
Pershing 1998 - 2000
Bell Industries 1997 - 1998
Skills
Risk Management, Asset Management, Trading Systems, Capital Markets, Fixed Income, Bloomberg, Trading, Equities, Financial Services, Hedge Funds, Business Analysis, Portfolio Management, Bonds, Derivatives, Options, Vendor Management, SDLC, Financial Markets, Project Management, Investment Banking, Electronic Trading, Securities, Series 7, Financial Risk, Investments, IT Strategy
Education
University of Richmond 1994 — 1998
Economics, Business Administration
Ramapo High School 1990 — 1993
Gib Lappano's Lehman Brothers Experience March 2001 - September 2008
Job Senior Security Engineer
Industry Information Technology and Services
Experience
Neuberger Berman June 2011 - Present
Saint Vincent Catholic Medical Centers October 2010 - June 2011
Barclays Capital September 2008 - October 2009
Lehman Brothers March 2001 - September 2008
First Consulting Group May 1999 - February 2001
Skills
Information Security, DLP, Log Analysis, Intrusion Detection, Network Security, Firewalls, Windows Security, Group Policy, Vulnerability Management, Security Policy, Disaster Recovery, Windows System..., Patch Management, Incident Response, Proxy, Virtualization, Access Control, High Availability, SIEM, IoC, Backup & Recovery..., Change Management, Citrix, Windows Server, Password Management
Education
University of Pittsburgh 1993 — 1997
Bachelor’s Degree, Journalism
Neuberger Berman June 2011 - Present
Saint Vincent Catholic Medical Centers October 2010 - June 2011
Barclays Capital September 2008 - October 2009
Lehman Brothers March 2001 - September 2008
First Consulting Group May 1999 - February 2001
Skills
Information Security, DLP, Log Analysis, Intrusion Detection, Network Security, Firewalls, Windows Security, Group Policy, Vulnerability Management, Security Policy, Disaster Recovery, Windows System..., Patch Management, Incident Response, Proxy, Virtualization, Access Control, High Availability, SIEM, IoC, Backup & Recovery..., Change Management, Citrix, Windows Server, Password Management
Education
University of Pittsburgh 1993 — 1997
Bachelor’s Degree, Journalism
Kristin DeMos's Lehman Brothers Experience April 2005 - June 2008
Job Underwriter at 1st Century Bank
Industry Banking
Experience
1st Century Bank November 2008 - Present
Lehman Brothers April 2005 - June 2008
American Income Life Insurance 2004 - 2005
Education
University of Southern California 2000 — 2004
BA, Mathematics, Psychology
Franklin High School 1996 — 2000
1st Century Bank November 2008 - Present
Lehman Brothers April 2005 - June 2008
American Income Life Insurance 2004 - 2005
Education
University of Southern California 2000 — 2004
BA, Mathematics, Psychology
Franklin High School 1996 — 2000
Kevin M. Conniff's Lehman Brothers Experience 1998 - April 2005
Job Prime Brokerage Sales at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs August 2015 - Present
Citi September 2009 - August 2015
Midsummer Capital April 2005 - September 2009
Lehman Brothers 1998 - April 2005
Skills
Fixed Income, Equity Derivatives, Derivatives, Hedge Funds, Prime Brokerage, Equities, Capital Markets, Bloomberg, Electronic Trading, Trading, Trading Systems, Investment Banking, Securities
Education
University of Scranton 1993 — 1997
bs
Goldman Sachs August 2015 - Present
Citi September 2009 - August 2015
Midsummer Capital April 2005 - September 2009
Lehman Brothers 1998 - April 2005
Skills
Fixed Income, Equity Derivatives, Derivatives, Hedge Funds, Prime Brokerage, Equities, Capital Markets, Bloomberg, Electronic Trading, Trading, Trading Systems, Investment Banking, Securities
Education
University of Scranton 1993 — 1997
bs
Drew Hearon's Lehman Brothers Experience 2000 - 2005
Job Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank May 2009 - Present
Merrill Lynch September 2005 - June 2009
Lehman Brothers 2000 - 2005
Education
University of Rochester - Simon Business School 1999 — 2001
MBA, Finance
University of Richmond 1990 — 1994
BA
Deutsche Bank May 2009 - Present
Merrill Lynch September 2005 - June 2009
Lehman Brothers 2000 - 2005
Education
University of Rochester - Simon Business School 1999 — 2001
MBA, Finance
University of Richmond 1990 — 1994
BA
Roger Biscay's Lehman Brothers Experience 1986 - 1991
Job Senior Vice President, Treasurer, Global Risk Management
Industry Computer Networking
Experience
Cisco Systems July 2009 - Present
Cisco Systems January 2007 - July 2009
Cisco Systems December 1999 - January 2007
RBC 1999 - 1999
PARIBAS 1991 - 1998
Lehman Brothers 1986 - 1991
Skills
Fluent French with Dual..., Series 7/General..., Investments, Capital Markets, Trading, Risk Management, Finance, Strategy, Acquisition Integration, Treasury, Sales, Fixed Income, Financial Analysis, Venture Capital, Management, Cross-functional Team..., Strategic Financial..., Financial Modeling, Equity Capital Markets, Foreign Exchange, Investor Relations, Corporate Finance
Education
Ecole Superieure de Commerce; Tours, France
MBA Exchange Program, International Finance
University of San Francisco
Bachelor of Science (BS), Finance
University of San Francisco
Master of Business Administration (MBA), International Finance
Cisco Systems July 2009 - Present
Cisco Systems January 2007 - July 2009
Cisco Systems December 1999 - January 2007
RBC 1999 - 1999
PARIBAS 1991 - 1998
Lehman Brothers 1986 - 1991
Skills
Fluent French with Dual..., Series 7/General..., Investments, Capital Markets, Trading, Risk Management, Finance, Strategy, Acquisition Integration, Treasury, Sales, Fixed Income, Financial Analysis, Venture Capital, Management, Cross-functional Team..., Strategic Financial..., Financial Modeling, Equity Capital Markets, Foreign Exchange, Investor Relations, Corporate Finance
Education
Ecole Superieure de Commerce; Tours, France
MBA Exchange Program, International Finance
University of San Francisco
Bachelor of Science (BS), Finance
University of San Francisco
Master of Business Administration (MBA), International Finance
Rilesh Somwanshi's Lehman Brothers Experience June 2007 - March 2009
Job Vice President at Barclays Capital
Industry Banking
Experience
Barclays Capital April 2009 - Present
Lehman Brothers June 2007 - March 2009
Deutsche Bank August 2005 - June 2007
Shinsei Bank 2004 - 2005
BMC Software January 2004 - September 2004
Mapro Industries January 2000 - January 2004
Skills
Big Data, Java Enterprise Edition, Spring, Perl, Fixed Income, Strategy, Hadoop, Microsoft SQL Server, Python, Project Management, Oracle, SDLC, Software Project..., Sybase, Trading Systems, Unix, Hive, Hbase, Spring Roo, Terracotta, Spotfire, Composite Software, DB2, Oracle 9i, Sybase Adaptive Server, NoSQL, OLAP, Financial Risk..., Private Wealth..., Alpine, Data Mining and..., Team Building and..., Apache Storm, HBase
Education
University of Pune
Masters In Computer Science, Computers
fravashi
Barclays Capital April 2009 - Present
Lehman Brothers June 2007 - March 2009
Deutsche Bank August 2005 - June 2007
Shinsei Bank 2004 - 2005
BMC Software January 2004 - September 2004
Mapro Industries January 2000 - January 2004
Skills
Big Data, Java Enterprise Edition, Spring, Perl, Fixed Income, Strategy, Hadoop, Microsoft SQL Server, Python, Project Management, Oracle, SDLC, Software Project..., Sybase, Trading Systems, Unix, Hive, Hbase, Spring Roo, Terracotta, Spotfire, Composite Software, DB2, Oracle 9i, Sybase Adaptive Server, NoSQL, OLAP, Financial Risk..., Private Wealth..., Alpine, Data Mining and..., Team Building and..., Apache Storm, HBase
Education
University of Pune
Masters In Computer Science, Computers
fravashi
Matt Hastings, CFA's Lehman Brothers Experience 1995 - 1999
Job Vice President, Head of Taxable Bond Strategies at Charles Schwab Investment Management
Industry Financial Services
Experience
Charles Schwab Investment Management 1999 - Present
Lehman Brothers 1995 - 1999
Skills
Mutual Funds, Fixed Income, Asset Allocation, Portfolio Management, Trading, Equities, Series 7, Alternative Investments, Asset Management, Capital Markets
Education
University of San Diego 1991 — 1995
Bachelor of Arts, Economics
Charles Schwab Investment Management 1999 - Present
Lehman Brothers 1995 - 1999
Skills
Mutual Funds, Fixed Income, Asset Allocation, Portfolio Management, Trading, Equities, Series 7, Alternative Investments, Asset Management, Capital Markets
Education
University of San Diego 1991 — 1995
Bachelor of Arts, Economics
Vikas Ranganekar's Lehman Brothers Experience July 2006 - October 2008
Job Associate at Nomura Services India Pvt Ltd.
Industry Information Technology and Services
Experience
Nomura Services India Pvt Ltd. April 2011 - Present
Nomura Services India Pvt Ltd. October 2008 - May 2011
Lehman Brothers July 2006 - October 2008
Tata Consultancy Services July 2004 - July 2006
Skills
Java, Fixed Income Trading, FX trading, Trading Systems, Electronic Trading, FX, Fixed Income, TIBCO Rendezvous, Core Java, Spring, JMS, Unix, TIBCO EMS
Education
University of Pune
Bachelor of Engineering, Computer Engineering
Nomura Services India Pvt Ltd. April 2011 - Present
Nomura Services India Pvt Ltd. October 2008 - May 2011
Lehman Brothers July 2006 - October 2008
Tata Consultancy Services July 2004 - July 2006
Skills
Java, Fixed Income Trading, FX trading, Trading Systems, Electronic Trading, FX, Fixed Income, TIBCO Rendezvous, Core Java, Spring, JMS, Unix, TIBCO EMS
Education
University of Pune
Bachelor of Engineering, Computer Engineering
Tom Boychuk's Lehman Brothers Experience April 2007 - September 2008
Job Director at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group November 2011 - Present
Barclays Capital September 2008 - November 2011
Lehman Brothers April 2007 - September 2008
PricewaterhouseCoopers LLP August 2004 - March 2007
Skills
Capital Markets, Derivatives, Fixed Income, Financial Modeling, Valuation, Bloomberg, Equities
Education
University of Scranton 2000 — 2004
The Blackstone Group November 2011 - Present
Barclays Capital September 2008 - November 2011
Lehman Brothers April 2007 - September 2008
PricewaterhouseCoopers LLP August 2004 - March 2007
Skills
Capital Markets, Derivatives, Fixed Income, Financial Modeling, Valuation, Bloomberg, Equities
Education
University of Scranton 2000 — 2004
Jinhua Chris Ma's Lehman Brothers Experience 2006 - 2008
Job Fixed Income at Royal Bank of Canada
Industry Financial Services
Experience
Royal Bank of Canada 2010 - Present
Lehman Brothers 2006 - 2008
Skills
Hedge Funds
Education
Jingzhou Middle School
University of Science and Technology of China
Royal Bank of Canada 2010 - Present
Lehman Brothers 2006 - 2008
Skills
Hedge Funds
Education
Jingzhou Middle School
University of Science and Technology of China
Kevin McGuire, PMP's Lehman Brothers Experience 1992 - 1993
Job Project Manager at Bank of TokyoMitsubishi UFJ
Industry Financial Services
Experience
GPM Consultants April 2012 - Present
Bank of Tokyo-Mitsubishi UFJ August 2012 - Present
Credit Suisse October 2007 - March 2012
UBS April 2006 - October 2007
Morgan Stanley October 2001 - September 2006
Deutsche Bank 2000 - 2001
JPMorgan Chase 1998 - 2000
Morgan Stanley Trust Company 1993 - 1998
Lehman Brothers 1992 - 1993
Lehman Brothers 1992 - 1993
Skills
Business Analysis, Banking, Change Management, Financial Risk, Management, Derivatives, Investment Banking, Strategy, Fixed Income, Analysis, Securities, Business Process, Back Office, Prime Brokerage, Financial Services
Education
University of Rhode Island 1989 — 1992
BA, Economics
GPM Consultants April 2012 - Present
Bank of Tokyo-Mitsubishi UFJ August 2012 - Present
Credit Suisse October 2007 - March 2012
UBS April 2006 - October 2007
Morgan Stanley October 2001 - September 2006
Deutsche Bank 2000 - 2001
JPMorgan Chase 1998 - 2000
Morgan Stanley Trust Company 1993 - 1998
Lehman Brothers 1992 - 1993
Lehman Brothers 1992 - 1993
Skills
Business Analysis, Banking, Change Management, Financial Risk, Management, Derivatives, Investment Banking, Strategy, Fixed Income, Analysis, Securities, Business Process, Back Office, Prime Brokerage, Financial Services
Education
University of Rhode Island 1989 — 1992
BA, Economics
Randall Yang's Lehman Brothers Experience March 1992 - January 2003
Job Production Support Manager at Chase
Industry Banking
Experience
Chase January 2015 - Present
IBM / Express Scripts June 2013 - January 2015
Citibank / Smith Barney June 2007 - December 2012
Bank of America January 2003 - June 2007
Lehman Brothers March 1992 - January 2003
Morgan Stanley July 1987 - March 1992
Skills
Market Risk, Credit Risk, Fixed Income, Capital Markets, Equities, Trading Systems, Portfolio Management, Investment Banking, Financial Services, Derivatives, Risk Management, Hedge Funds, Securities, Banking, Wealth Management, SDLC, Alternative Investments, Asset Management, Vendor Management, Electronic Trading
Education
University of Rochester 1983 — 1987
Bachelor of Arts (B.A.), Economics / Political Science
Chase January 2015 - Present
IBM / Express Scripts June 2013 - January 2015
Citibank / Smith Barney June 2007 - December 2012
Bank of America January 2003 - June 2007
Lehman Brothers March 1992 - January 2003
Morgan Stanley July 1987 - March 1992
Skills
Market Risk, Credit Risk, Fixed Income, Capital Markets, Equities, Trading Systems, Portfolio Management, Investment Banking, Financial Services, Derivatives, Risk Management, Hedge Funds, Securities, Banking, Wealth Management, SDLC, Alternative Investments, Asset Management, Vendor Management, Electronic Trading
Education
University of Rochester 1983 — 1987
Bachelor of Arts (B.A.), Economics / Political Science
Annie Kurian's Lehman Brothers Experience March 2008 - December 2008
Job HR Reengineering/ Consulting @ Genpact
Industry Human Resources
Experience
GENPACT LLC December 2010 - Present
Axis Risk Consulting (A Genpact Company) January 2009 - October 2010
Lehman Brothers March 2008 - December 2008
Infosys April 2006 - December 2007
Infosys BPO Ltd April 2004 - March 2006
Infosys Technologies Ltd 2002 - 2004
Skills
Employee Engagement, Performance Management, HR Consulting, Employee Relations, Personnel Management, International..., Change Management, Recruiting, Project Planning, Executive Search, Human Resources
Education
University of Pune 2000 — 2002
MBA- HR
GENPACT LLC December 2010 - Present
Axis Risk Consulting (A Genpact Company) January 2009 - October 2010
Lehman Brothers March 2008 - December 2008
Infosys April 2006 - December 2007
Infosys BPO Ltd April 2004 - March 2006
Infosys Technologies Ltd 2002 - 2004
Skills
Employee Engagement, Performance Management, HR Consulting, Employee Relations, Personnel Management, International..., Change Management, Recruiting, Project Planning, Executive Search, Human Resources
Education
University of Pune 2000 — 2002
MBA- HR
Laxmikant Bopalkar's Lehman Brothers Experience 2004 - September 2008
Job Vice President at JPMorgan Chase & Co.
Industry Computer Software
Experience
JPMorgan Chase & Co. October 2014 - Present
Morgan Stanley July 2013 - October 2014
Credit Suisse September 2011 - July 2013
Barclays Capital September 2008 - August 2011
Lehman Brothers 2004 - September 2008
Lava Trading February 2003 - October 2003
Sungard Trading System January 1994 - April 2001
Accelya Kale Solutions Limited 1985 - 1992
Education
University of Pune
JPMorgan Chase & Co. October 2014 - Present
Morgan Stanley July 2013 - October 2014
Credit Suisse September 2011 - July 2013
Barclays Capital September 2008 - August 2011
Lehman Brothers 2004 - September 2008
Lava Trading February 2003 - October 2003
Sungard Trading System January 1994 - April 2001
Accelya Kale Solutions Limited 1985 - 1992
Education
University of Pune
Nick Tettey's Lehman Brothers Experience May 2005 - Present
Job Crystal Reports Developer
Industry Financial Services
Experience
Lehman Brothers May 2005 - Present
Merck March 2004 - March 2005
UPMC November 2003 - March 2005
Tetra Tech July 2001 - November 2003
Best Buy June 2000 - July 2001
Skills
VBA, SDLC, Visio, SQL, Business Analysis, Requirements Analysis, ETL, Requirements Gathering, Software Project..., Derivatives, Business Intelligence, Investment Banking, Project Management, Capital Markets
Education
University of Pittsburgh 2003 — 2005
MS, Information Systems
University of Pittsburgh 1995 — 1999
BS, Chemical Engineering
Lehman Brothers May 2005 - Present
Merck March 2004 - March 2005
UPMC November 2003 - March 2005
Tetra Tech July 2001 - November 2003
Best Buy June 2000 - July 2001
Skills
VBA, SDLC, Visio, SQL, Business Analysis, Requirements Analysis, ETL, Requirements Gathering, Software Project..., Derivatives, Business Intelligence, Investment Banking, Project Management, Capital Markets
Education
University of Pittsburgh 2003 — 2005
MS, Information Systems
University of Pittsburgh 1995 — 1999
BS, Chemical Engineering
Christopher Molloy's Lehman Brothers Experience December 2006 - November 2008
Job Managing Partner/Spruce Hill Associates
Industry Investment Management
Experience
Spruce Hill Associates March 2010 - Present
Barclays Capital, Global Wealth Management January 2007 - March 2010
Lehman Brothers December 2006 - November 2008
Statesmen Capital December 1997 - December 2006
Morgan Stanley July 1990 - January 1996
Skills
Capital Markets, Equities, Hedge Funds, Trading, Investments, Private Equity, Financial Services, Wealth Management, Investment Banking, Investment Advisory, Proprietary Trading, Portfolio Management, Emerging Markets, Management, Valuation, Mergers & Acquisitions, Alternative Investments, Mergers, Fixed Income, Asset Management, Corporate Development, Venture Capital, Securities
Education
University of Rochester - Simon Business School 1988 — 1990
MBA, Finance and Entrepreneurial Studies
Hobart & William Smith Colleges 1980 — 1984
BA, Political Science
Garden City High School 1977 — 1980
Spruce Hill Associates March 2010 - Present
Barclays Capital, Global Wealth Management January 2007 - March 2010
Lehman Brothers December 2006 - November 2008
Statesmen Capital December 1997 - December 2006
Morgan Stanley July 1990 - January 1996
Skills
Capital Markets, Equities, Hedge Funds, Trading, Investments, Private Equity, Financial Services, Wealth Management, Investment Banking, Investment Advisory, Proprietary Trading, Portfolio Management, Emerging Markets, Management, Valuation, Mergers & Acquisitions, Alternative Investments, Mergers, Fixed Income, Asset Management, Corporate Development, Venture Capital, Securities
Education
University of Rochester - Simon Business School 1988 — 1990
MBA, Finance and Entrepreneurial Studies
Hobart & William Smith Colleges 1980 — 1984
BA, Political Science
Garden City High School 1977 — 1980
Chris Harrington's Lehman Brothers Experience May 2005 - September 2008
Job Director Sales Manager
Industry Financial Services
Experience
Barclays Wealth and Investment Management November 2010 - Present
Barclays Wealth September 2008 - November 2010
Lehman Brothers May 2005 - September 2008
Lehman Brothers - Boston February 2004 - May 2005
Skills
Wealth Management, Risk Management, Fixed Income, Series 7, Capital Markets, High Net Worth..., Series 63, Asset Management, Investments, Equities, Hedge Funds, Mutual Funds, Securities, Portfolio Management, Alternative Investments, Sales, Asset Allocation, Investment Advisory, Financial Services
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
MBA, Finance
University of South Carolina-Aiken 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Glens Falls High School 1993 — 1996
Barclays Wealth and Investment Management November 2010 - Present
Barclays Wealth September 2008 - November 2010
Lehman Brothers May 2005 - September 2008
Lehman Brothers - Boston February 2004 - May 2005
Skills
Wealth Management, Risk Management, Fixed Income, Series 7, Capital Markets, High Net Worth..., Series 63, Asset Management, Investments, Equities, Hedge Funds, Mutual Funds, Securities, Portfolio Management, Alternative Investments, Sales, Asset Allocation, Investment Advisory, Financial Services
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
MBA, Finance
University of South Carolina-Aiken 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Glens Falls High School 1993 — 1996
Brian McNany's Lehman Brothers Experience October 1999 - May 2008
Job Vice President, Bank of TokyoMitsubishi UFJ
Industry Banking
Experience
Bank of Tokyo-Mitsubishi May 2008 - Present
Lehman Brothers October 1999 - May 2008
Skills
Fixed Income, Capital Markets, High Yield, Derivatives, Investment Banking, Leveraged Finance, Credit Analysis, Credit Derivatives, Bloomberg, Portfolio Management, Valuation, Credit, Investments
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance & Economics
University of Scranton 1995 — 1999
B.S., Finance
Bank of Tokyo-Mitsubishi May 2008 - Present
Lehman Brothers October 1999 - May 2008
Skills
Fixed Income, Capital Markets, High Yield, Derivatives, Investment Banking, Leveraged Finance, Credit Analysis, Credit Derivatives, Bloomberg, Portfolio Management, Valuation, Credit, Investments
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance & Economics
University of Scranton 1995 — 1999
B.S., Finance
Charishma Serrano's Lehman Brothers Experience
Job Senior Analyst at Lehman Brothers
Industry Information Technology and Services
Experience
Lehman Brothers
Skills
Investment Banking, Business Analysis, Trading Systems, Hedge Funds, Fixed Income, Equities, SDLC, Integration, Capital Markets, Quality Assurance
Education
University of Santo Tomas 1994 — 1998
Lehman Brothers
Skills
Investment Banking, Business Analysis, Trading Systems, Hedge Funds, Fixed Income, Equities, SDLC, Integration, Capital Markets, Quality Assurance
Education
University of Santo Tomas 1994 — 1998
David Ye's Lehman Brothers Experience 2005 - 2006
Job Credit trading system at Barclays Capital
Industry Financial Services
Experience
Barclays Capital July 2009 - Present
Citigroup May 2006 - July 2009
Lehman Brothers 2005 - 2006
Manugistics Inc 2001 - 2004
TYC 1998 - 1999
Skills
Fixed Income, Capital Markets, Investment Banking, Equities, Derivatives
Education
New York University - Leonard N. Stern School of Business 2003 — 2007
MBA, Finance
University of Science and Technology of China 1989 — 1994
BS, Mathematics
high school
Barclays Capital July 2009 - Present
Citigroup May 2006 - July 2009
Lehman Brothers 2005 - 2006
Manugistics Inc 2001 - 2004
TYC 1998 - 1999
Skills
Fixed Income, Capital Markets, Investment Banking, Equities, Derivatives
Education
New York University - Leonard N. Stern School of Business 2003 — 2007
MBA, Finance
University of Science and Technology of China 1989 — 1994
BS, Mathematics
high school
Cale Dancho's Lehman Brothers Experience January 2004 - June 2005
Job Senior Technical Project Manager at Pearson
Industry E-Learning
Experience
Pearson North America September 2012 - Present
Pearson North America July 2011 - October 2012
Pearson North America June 2008 - July 2011
Lehman Brothers Inc January 2004 - April 2008
Lehman Brothers January 2004 - June 2005
Wells Fargo Home Mortgage June 2002 - January 2004
Intelligo, Inc. June 2001 - December 2001
Verado Holdings Inc September 2000 - June 2001
EchoStar Corporation September 2000 - June 2001
Contemporary Services Corporation - CSC 1997 - 2001
Skills
Agile Project Management, Agile Methodologies, Scrum, Software Project..., Requirements Analysis, SDLC, Business Analysis, Process Improvement, Product Management, Program Management, Project Planning, SaaS, User Acceptance Testing, Software Quality..., Testing, Leadership, Requirements Gathering, Project Finance, Team Building, Team Leadership, Release Management, Project Management, Training, Quality Assurance, Disaster Recovery, Software Documentation, Waterfall, Visio, PMP, Management, Integration, Web Applications, SharePoint, Vendor Management
Education
University of Pittsburgh 1992 — 1997
Pearson North America September 2012 - Present
Pearson North America July 2011 - October 2012
Pearson North America June 2008 - July 2011
Lehman Brothers Inc January 2004 - April 2008
Lehman Brothers January 2004 - June 2005
Wells Fargo Home Mortgage June 2002 - January 2004
Intelligo, Inc. June 2001 - December 2001
Verado Holdings Inc September 2000 - June 2001
EchoStar Corporation September 2000 - June 2001
Contemporary Services Corporation - CSC 1997 - 2001
Skills
Agile Project Management, Agile Methodologies, Scrum, Software Project..., Requirements Analysis, SDLC, Business Analysis, Process Improvement, Product Management, Program Management, Project Planning, SaaS, User Acceptance Testing, Software Quality..., Testing, Leadership, Requirements Gathering, Project Finance, Team Building, Team Leadership, Release Management, Project Management, Training, Quality Assurance, Disaster Recovery, Software Documentation, Waterfall, Visio, PMP, Management, Integration, Web Applications, SharePoint, Vendor Management
Education
University of Pittsburgh 1992 — 1997
Katty Estevez's Lehman Brothers Experience January 1997 - December 1997
Job Owner, Vicmar & Esty Real Estate
Industry Real Estate
Experience
Vicmar & Esty Real Estate Bookkeeper & Real Estate AssistantRobert Bruce Lindsay & Co, RE/MAX BrokerJanuary 2002 - June 2003
Standard & Poor's 1997 - 1999
Lehman Brothers January 1997 - December 1997
Education
University of Rochester 2000 — 2002
Vicmar & Esty Real Estate Bookkeeper & Real Estate AssistantRobert Bruce Lindsay & Co, RE/MAX BrokerJanuary 2002 - June 2003
Standard & Poor's 1997 - 1999
Lehman Brothers January 1997 - December 1997
Education
University of Rochester 2000 — 2002
Sanjay Oza's Lehman Brothers Experience 2000 - 2004
Job Vice President, JPMorgan Chase & Co.
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. February 2014 - Present
Citigroup March 2013 - February 2014
JPMorgan Chase March 2010 - March 2013
Citi Smith Barney 2008 - March 2010
Wipro Technologies September 1998 - March 2010
JPMC August 2006 - December 2007
NYSE October 2004 - July 2006
Lehman Brothers 2000 - 2004
Wipro Technologies September 1998 - June 2000
Education
University of Pune 1993 — 1997
BE, Computer Science
JPMorgan Chase & Co. February 2014 - Present
Citigroup March 2013 - February 2014
JPMorgan Chase March 2010 - March 2013
Citi Smith Barney 2008 - March 2010
Wipro Technologies September 1998 - March 2010
JPMC August 2006 - December 2007
NYSE October 2004 - July 2006
Lehman Brothers 2000 - 2004
Wipro Technologies September 1998 - June 2000
Education
University of Pune 1993 — 1997
BE, Computer Science
Deepali Nerkar's Lehman Brothers Experience February 2008 - February 2009
Job Assistant Vice President at Barclays Capital
Industry Information Technology and Services
Experience
Barclays Capital March 2010 - Present
British Petroleum April 2009 - March 2010
Mahindra Satyam February 2004 - December 2009
Lehman Brothers February 2008 - February 2009
Symantec May 2006 - June 2007
NVIDIA January 2006 - April 2006
Skills
Data Warehousing, Business Objects, Microsoft SQL Server, ETL, Unix, Informatica, Informatics, Sybase IQ, Software Project..., CRM, SDLC, BO Voyager, QlikView, Agile methodology, Autosys, Appworx, Oracle Warehouse Builder, Cognos
Education
Pune University 2000 — 2003
BE, Computers
Barclays Capital March 2010 - Present
British Petroleum April 2009 - March 2010
Mahindra Satyam February 2004 - December 2009
Lehman Brothers February 2008 - February 2009
Symantec May 2006 - June 2007
NVIDIA January 2006 - April 2006
Skills
Data Warehousing, Business Objects, Microsoft SQL Server, ETL, Unix, Informatica, Informatics, Sybase IQ, Software Project..., CRM, SDLC, BO Voyager, QlikView, Agile methodology, Autosys, Appworx, Oracle Warehouse Builder, Cognos
Education
Pune University 2000 — 2003
BE, Computers
Lee Epstein's Lehman Brothers Experience February 1984 - September 1993
Job Chief Executive Officer, Aldica
Industry Financial Services
Experience
Aldica April 1995 - Present
Smith Barney 1993 - 1995
Lehman Brothers February 1984 - September 1993
Education
University of San Francisco
Aldica April 1995 - Present
Smith Barney 1993 - 1995
Lehman Brothers February 1984 - September 1993
Education
University of San Francisco
Sushil Deore's Lehman Brothers Experience October 2006 - November 2008
Job Manager Operations at Cognizant Techonology Solutions
Industry Information Technology and Services
Experience
Cognizant Techonology Solutions December 2008 - Present
Lehman Brothers October 2006 - November 2008
Computer Centre, IIT Bombay September 2002 - October 2006
Skills
Hadoop, Red Hat Linux, ITIL, IT Infrastructure...
Education
University of Pune 1995 — 1999
Cognizant Techonology Solutions December 2008 - Present
Lehman Brothers October 2006 - November 2008
Computer Centre, IIT Bombay September 2002 - October 2006
Skills
Hadoop, Red Hat Linux, ITIL, IT Infrastructure...
Education
University of Pune 1995 — 1999
Ryan Freeman's Lehman Brothers Experience August 2008 - September 2008
Job Vice President at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. 2014 - Present
Lazard 2010 - Present
Barclays Capital 2008 - 2009
Lehman Brothers August 2008 - September 2008
Lehman Brothers July 2007 - August 2007
Eli Lilly 2003 - 2005
Eli Lilly 2001 - 2003
Education
University of Rochester - Simon Business School 2006 — 2008
MBA, Finance and Accounting
Wabash College 1997 — 2001
BA, Economics
Harris Williams & Co. 2014 - Present
Lazard 2010 - Present
Barclays Capital 2008 - 2009
Lehman Brothers August 2008 - September 2008
Lehman Brothers July 2007 - August 2007
Eli Lilly 2003 - 2005
Eli Lilly 2001 - 2003
Education
University of Rochester - Simon Business School 2006 — 2008
MBA, Finance and Accounting
Wabash College 1997 — 2001
BA, Economics
Brian Wing's Lehman Brothers Experience May 2000 - September 2008
Job Assistant Vice President at Barclays Wealth and Investment Management
Industry Investment Banking
Experience
Barclays Wealth and Investment Management December 2014 - Present
Barclays Capital January 2009 - December 2014
Lehman Brothers May 2000 - September 2008
SJS Corp August 1999 - May 2000
Skills
Series 7, Back Office, Mutual Funds, Settlement, Middle Office, Microsoft Excel, Fixed Income, Bloomberg, Equities, Capital Markets, Hedge Funds
Education
University of Scranton 1995 — 1999
BA & BS, Double Major Business Management & Philosophy
Barclays Wealth and Investment Management December 2014 - Present
Barclays Capital January 2009 - December 2014
Lehman Brothers May 2000 - September 2008
SJS Corp August 1999 - May 2000
Skills
Series 7, Back Office, Mutual Funds, Settlement, Middle Office, Microsoft Excel, Fixed Income, Bloomberg, Equities, Capital Markets, Hedge Funds
Education
University of Scranton 1995 — 1999
BA & BS, Double Major Business Management & Philosophy
Francesca Zavolta's Lehman Brothers Experience June 2004 - September 2008
Job Senior Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2013 - Present
Barclays September 2008 - October 2013
Lehman Brothers June 2004 - September 2008
Lehman Brothers 2004 - 2008
JPMorgan Private Bank 1999 - 2004
J.P. Morgan 1987 - 1990
Education
University of South Carolina - The Moore School of Business
Master International Business Studies
Morgan Stanley October 2013 - Present
Barclays September 2008 - October 2013
Lehman Brothers June 2004 - September 2008
Lehman Brothers 2004 - 2008
JPMorgan Private Bank 1999 - 2004
J.P. Morgan 1987 - 1990
Education
University of South Carolina - The Moore School of Business
Master International Business Studies
Clark McGhee's Lehman Brothers Experience Managing DirectorLehman Brothers2007 - Present
Job CoFounder and Principal, MT Associates, LLC
Industry Financial Services
Experience
Lehman Brothers Managing DirectorLehman Brothers2007 - Present
Education
University of Richmond - Robins School of Business 1982 — 1986
Lehman Brothers Managing DirectorLehman Brothers2007 - Present
Education
University of Richmond - Robins School of Business 1982 — 1986
Jason Gailes's Lehman Brothers Experience March 1997 - March 2008
Job Institutional Equity Sales
Industry Financial Services
Experience
BMO Capital Markets March 2012 - February 2015
UBS Investment Bank January 2010 - January 2012
Lehman Brothers March 1997 - March 2008
Skills
Equities, Capital Markets, Valuation, Equity Research, Investments
Education
University of Rhode Island 1988 — 1992
BS, Science
BMO Capital Markets March 2012 - February 2015
UBS Investment Bank January 2010 - January 2012
Lehman Brothers March 1997 - March 2008
Skills
Equities, Capital Markets, Valuation, Equity Research, Investments
Education
University of Rhode Island 1988 — 1992
BS, Science
Jim Felty's Lehman Brothers Experience 2006 - 2008
Job Distressed Credit Trader at Barclays Capital
Industry Financial Services
Experience
Barclays Capital 2008 - Present
Lehman Brothers 2006 - 2008
JPMorgan Chase 1999 - 2006
Education
University of Richmond 1993 — 1997
University of Richmond - Robins School of Business 1993 — 1997
BS, Finance
Barclays Capital 2008 - Present
Lehman Brothers 2006 - 2008
JPMorgan Chase 1999 - 2006
Education
University of Richmond 1993 — 1997
University of Richmond - Robins School of Business 1993 — 1997
BS, Finance
Puneet Agarwal's Lehman Brothers Experience March 2007 - September 2008
Job Solutions Architect at Amazon Web Services
Industry Information Technology and Services
Experience
Amazon Web Services June 2014 - Present
Barclays Capital September 2008 - May 2014
Lehman Brothers March 2007 - September 2008
University of Chicago July 2006 - November 2006
Skills
Databases, SQL, Perl, Sybase, SDLC, Linux, Database Design, Data Warehousing, Microsoft SQL Server, Unix, Project Management, Python, Business Analysis, Data Analysis, Java, Oracle, Database Administration, DB2, Unix Shell Scripting, Software Project..., Enterprise Architecture, Disaster Recovery, Shell Scripting
Education
The University of Chicago 2006 — 2007
Master of Science, Computer Sciecne
University of Rajasthan 2001 — 2005
Bachelor of Engineering, Electrical Engineering
Amazon Web Services June 2014 - Present
Barclays Capital September 2008 - May 2014
Lehman Brothers March 2007 - September 2008
University of Chicago July 2006 - November 2006
Skills
Databases, SQL, Perl, Sybase, SDLC, Linux, Database Design, Data Warehousing, Microsoft SQL Server, Unix, Project Management, Python, Business Analysis, Data Analysis, Java, Oracle, Database Administration, DB2, Unix Shell Scripting, Software Project..., Enterprise Architecture, Disaster Recovery, Shell Scripting
Education
The University of Chicago 2006 — 2007
Master of Science, Computer Sciecne
University of Rajasthan 2001 — 2005
Bachelor of Engineering, Electrical Engineering
Robert Maitin's Lehman Brothers Experience May 2007 - September 2008
Job US Rate Sales at Barclays
Industry Financial Services
Experience
Barclays January 2011 - Present
Barclays Capital Inc. September 2008 - Present
Lehman Brothers May 2007 - September 2008
Citigroup 1998 - 2006
Salomon Brothers 1983 - 1998
Skills
Derivatives, Bonds, Hedge Funds, Capital Markets, Fixed Income sales, Relationship Manager, Fixed Income, Structured Products, Bloomberg, Credit Derivatives, FX Options, Alternative Investments, Equities, Investment Banking, Financial Markets, Trading, Investments, Portfolio Management, Valuation, Options, Financial Modeling
Education
University of Southern California 1980 — 1982
BA, Business/Finance
Barclays January 2011 - Present
Barclays Capital Inc. September 2008 - Present
Lehman Brothers May 2007 - September 2008
Citigroup 1998 - 2006
Salomon Brothers 1983 - 1998
Skills
Derivatives, Bonds, Hedge Funds, Capital Markets, Fixed Income sales, Relationship Manager, Fixed Income, Structured Products, Bloomberg, Credit Derivatives, FX Options, Alternative Investments, Equities, Investment Banking, Financial Markets, Trading, Investments, Portfolio Management, Valuation, Options, Financial Modeling
Education
University of Southern California 1980 — 1982
BA, Business/Finance
Ankit Bajpai's Lehman Brothers Experience November 2005 - November 2008
Job Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2014 - Present
SpectorSoft August 2013 - April 2014
Morgan Stanley February 2010 - August 2012
AXA Group Solution 2008 - February 2010
Lehman Brothers November 2005 - November 2008
CMC Ltd 2004 - 2005
Skills
Sybase, Market Data, Trading Systems, Unix Shell Scripting, Unix, Autosys, SQL, Business Objects, Perl, PL/SQL, Software Development, SDLC, Oracle, Requirements Analysis, Databases, Integration, Java, Data Migration, Testing, User Acceptance Testing, Data Warehousing, ETL, Data Modeling, Requirements Gathering, Informatica, Database Design, Microsoft SQL Server, Software Project..., DB2, Performance Tuning, SOA, Enterprise Architecture, Agile Methodologies, Data Integration, Business Intelligence, Shell Scripting
Education
University of South Florida 2012 — 2013
MS, MIS, 3.97
Institute of Technology and science 2001 — 2004
Master of Computer Applications, 73
JPMorgan Chase April 2014 - Present
SpectorSoft August 2013 - April 2014
Morgan Stanley February 2010 - August 2012
AXA Group Solution 2008 - February 2010
Lehman Brothers November 2005 - November 2008
CMC Ltd 2004 - 2005
Skills
Sybase, Market Data, Trading Systems, Unix Shell Scripting, Unix, Autosys, SQL, Business Objects, Perl, PL/SQL, Software Development, SDLC, Oracle, Requirements Analysis, Databases, Integration, Java, Data Migration, Testing, User Acceptance Testing, Data Warehousing, ETL, Data Modeling, Requirements Gathering, Informatica, Database Design, Microsoft SQL Server, Software Project..., DB2, Performance Tuning, SOA, Enterprise Architecture, Agile Methodologies, Data Integration, Business Intelligence, Shell Scripting
Education
University of South Florida 2012 — 2013
MS, MIS, 3.97
Institute of Technology and science 2001 — 2004
Master of Computer Applications, 73
Chris Pitaniello's Lehman Brothers Experience 2003 - 2005
Job Managing Director at SC Capital Partners LLC
Industry Real Estate
Experience
SC Capital Partners LLC March 2012 - Present
THS Properties January 2006 - Present
Lehman Brothers 2003 - 2005
Aurora Loan Services LLC 2003 - 2005
Skills
Loan Servicing, Real Estate, Loss Mitigation, Mortgage Lending, Mortgage Servicing, Mortgage Banking, Foreclosures, Short Sales, Management, REO, Loans, Commercial Real Estate, FHA
Education
University of Southern California 2000 — 2002
MBA, Accounting
University of Tulsa 1984 — 1986
Bachelor of Science, Accounting
SC Capital Partners LLC March 2012 - Present
THS Properties January 2006 - Present
Lehman Brothers 2003 - 2005
Aurora Loan Services LLC 2003 - 2005
Skills
Loan Servicing, Real Estate, Loss Mitigation, Mortgage Lending, Mortgage Servicing, Mortgage Banking, Foreclosures, Short Sales, Management, REO, Loans, Commercial Real Estate, FHA
Education
University of Southern California 2000 — 2002
MBA, Accounting
University of Tulsa 1984 — 1986
Bachelor of Science, Accounting
Winnie Del Pilar's Lehman Brothers Experience 1986 - 1997
Job Vice President Product Controller at Daiwa Capital Markets America Inc.
Industry Investment Banking
Experience
Daiwa Capital Markets America Inc. 2004 - Present
MetLife Financial Services 2003 - 2004
Deutsche Bank Securities 1999 - 2002
Bankers Trust 1997 - 1999
Lehman Brothers 1986 - 1997
Pru Bache Securities 1986 - 1987
Skills
Equities, Fixed Income, Finance, FX Options, Derivatives, Credit Derivatives, Series 63, Financial Services, Hedge Funds, Trading, Capital Markets, Middle Office, Financial Risk, Bloomberg, Investment Banking, Equity Derivatives
Education
Saint John's University
MBA, Accounting
University of Santo Tomas
BS in Business Administration, Accounting
Daiwa Capital Markets America Inc. 2004 - Present
MetLife Financial Services 2003 - 2004
Deutsche Bank Securities 1999 - 2002
Bankers Trust 1997 - 1999
Lehman Brothers 1986 - 1997
Pru Bache Securities 1986 - 1987
Skills
Equities, Fixed Income, Finance, FX Options, Derivatives, Credit Derivatives, Series 63, Financial Services, Hedge Funds, Trading, Capital Markets, Middle Office, Financial Risk, Bloomberg, Investment Banking, Equity Derivatives
Education
Saint John's University
MBA, Accounting
University of Santo Tomas
BS in Business Administration, Accounting
SHOURABH MUKHERJI's Lehman Brothers Experience June 2006 - June 2008
Job
Industry Computer Software
Experience
Chubb Insurance September 2015 - Present
Wyndham Worldwide April 2013 - August 2015
Citi September 2011 - March 2013
JPMorgan Chase September 2008 - August 2011
Lehman Brothers June 2006 - June 2008
BCBSNC December 2005 - June 2006
Thermax 2001 - 2003
Skills
Data Warehousing, Data Modeling, Business Intelligence, SDLC, Oracle, Business Objects, DB2, ETL, Informatica, PL/SQL, Data Analysis, Sybase, Database Design, Data Migration, Vendor Management, Communication, Foreign Languages, Requirements Gathering, Project Estimation, Team Building, Team Leadership, Whiteboarding, Data Architecture, Data Integration, Amazon Web Services..., Tableau, QlikView, Creativity Skills, Conceptual Design, Visualization, Conceptual Art
Education
Mahindra Institute - Carnegie Mellon University 2000 — 2001
Post Graduate Diploma, Software Engineering
University of Pune 1995 — 1999
BE, Electronics
Indian Central School,Moscow,Russia 1990 — 1995
High School, Science
Chubb Insurance September 2015 - Present
Wyndham Worldwide April 2013 - August 2015
Citi September 2011 - March 2013
JPMorgan Chase September 2008 - August 2011
Lehman Brothers June 2006 - June 2008
BCBSNC December 2005 - June 2006
Thermax 2001 - 2003
Skills
Data Warehousing, Data Modeling, Business Intelligence, SDLC, Oracle, Business Objects, DB2, ETL, Informatica, PL/SQL, Data Analysis, Sybase, Database Design, Data Migration, Vendor Management, Communication, Foreign Languages, Requirements Gathering, Project Estimation, Team Building, Team Leadership, Whiteboarding, Data Architecture, Data Integration, Amazon Web Services..., Tableau, QlikView, Creativity Skills, Conceptual Design, Visualization, Conceptual Art
Education
Mahindra Institute - Carnegie Mellon University 2000 — 2001
Post Graduate Diploma, Software Engineering
University of Pune 1995 — 1999
BE, Electronics
Indian Central School,Moscow,Russia 1990 — 1995
High School, Science
Christopher P Roth's Lehman Brothers Experience July 1998 - November 2005
Job Vice President at Societe Generale
Industry Capital Markets
Experience
Societe Generale November 2005 - Present
Lehman Brothers July 1998 - November 2005
Eastbridge Capital July 1994 - July 1998
Skills
Money Market, Credit Derivatives, Hedge Funds, Derivatives, Fixed Income, Structured Products
Education
University of Scranton 1989 — 1993
Accounting
Chaminade 1985 — 1989
Societe Generale November 2005 - Present
Lehman Brothers July 1998 - November 2005
Eastbridge Capital July 1994 - July 1998
Skills
Money Market, Credit Derivatives, Hedge Funds, Derivatives, Fixed Income, Structured Products
Education
University of Scranton 1989 — 1993
Accounting
Chaminade 1985 — 1989
Gregory Kaplanovich's Lehman Brothers Experience November 2006 - September 2008
Job Director at Scotiabank, Commodities and Equities Product Control
Industry Financial Services
Experience
Scotiabank May 2015 - Present
Barclays February 2014 - April 2015
Barclays February 2010 - February 2014
Barclays September 2008 - February 2010
Lehman Brothers November 2006 - September 2008
Morgan Stanley 2005 - 2006
Refco 2003 - 2005
Skills
Commodity, Valuation, Derivatives, Options, Commodity Markets, Product Control, Finance, Capital Markets, Financial Markets, Fixed Income, Hedge Funds, Investment Banking, Structured Products, Trading Systems, Swaps
Education
University of Rochester 1999 — 2003
BA, Economics and Statistics
Scotiabank May 2015 - Present
Barclays February 2014 - April 2015
Barclays February 2010 - February 2014
Barclays September 2008 - February 2010
Lehman Brothers November 2006 - September 2008
Morgan Stanley 2005 - 2006
Refco 2003 - 2005
Skills
Commodity, Valuation, Derivatives, Options, Commodity Markets, Product Control, Finance, Capital Markets, Financial Markets, Fixed Income, Hedge Funds, Investment Banking, Structured Products, Trading Systems, Swaps
Education
University of Rochester 1999 — 2003
BA, Economics and Statistics
Aihua Zhou's Lehman Brothers Experience April 2005 - September 2008
Job VP at Barclays Capital
Industry Investment Banking
Experience
Fannie Mae 2012 - Present
Barclays Capital September 2008 - November 2012
Lehman Brothers April 2005 - September 2008
JPMorgan 2000 - 2005
Citibank April 1997 - 2000
Skills
Fixed Income, Bonds, Derivatives, Trading, Emerging Markets
Education
University of Rochester
B.S, Physics
Fannie Mae 2012 - Present
Barclays Capital September 2008 - November 2012
Lehman Brothers April 2005 - September 2008
JPMorgan 2000 - 2005
Citibank April 1997 - 2000
Skills
Fixed Income, Bonds, Derivatives, Trading, Emerging Markets
Education
University of Rochester
B.S, Physics
Karl Riemensperger's Lehman Brothers Experience September 2003 - September 2008
Job Vice President at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank January 2009 - Present
Barclays Capital September 2008 - January 2009
Lehman Brothers September 2003 - September 2008
Lehman Brothers Ltd, London England January 2001 - February 2002
Lehman Brothers Japan, Tokyo August 1996 - January 2001
Lehman Brothers November 1993 - August 1996
United States Marine Corps August 1989 - September 1993
Skills
Prime Brokerage, Middle Office, Derivatives, Equites, Credit Derivatives, Fixed Income Derivatives, People Management, Project Management, Father, Operational Risk, Equity Derivatives, Trading, Equities, Fixed Income, Settlement, Swaps, Capital Markets, Risk Management, Bonds, Financial Risk, Portfolio Management, CDS, Market Data, Securities Lending, Structured Products, Banking, Interest Rate...
Education
University of Rochester 1985 — 1989
Bachelor Of Arts, Economics, Minor in Mathematics
University of Rochester 1985 — 1989
Deutsche Bank January 2009 - Present
Barclays Capital September 2008 - January 2009
Lehman Brothers September 2003 - September 2008
Lehman Brothers Ltd, London England January 2001 - February 2002
Lehman Brothers Japan, Tokyo August 1996 - January 2001
Lehman Brothers November 1993 - August 1996
United States Marine Corps August 1989 - September 1993
Skills
Prime Brokerage, Middle Office, Derivatives, Equites, Credit Derivatives, Fixed Income Derivatives, People Management, Project Management, Father, Operational Risk, Equity Derivatives, Trading, Equities, Fixed Income, Settlement, Swaps, Capital Markets, Risk Management, Bonds, Financial Risk, Portfolio Management, CDS, Market Data, Securities Lending, Structured Products, Banking, Interest Rate...
Education
University of Rochester 1985 — 1989
Bachelor Of Arts, Economics, Minor in Mathematics
University of Rochester 1985 — 1989
Espie Estuar's Lehman Brothers Experience 2004 - 2008
Job Consultant at Citi
Industry Investment Banking
Experience
Citi May 2010 - Present
Barclays Capital September 2008 - May 2010
Lehman Brothers 2004 - 2008
Lehman Brothers November 1992 - April 2004
OOCL 1988 - 1989
Skills
DB2, Investment Banking, Fileaid, Application Development, Endevor, CICS, Visio, Equities, Back Office, JCL, Mainframe, TSO, SQL, IBM Mainframe, Trading Systems, Business Requirements, VSAM, Securities, Trading, Fixed Income, Sybase, COBOL, Prime Brokerage, Production Support, Requirements Gathering, Market Data
Education
University of Santo Tomas 1979 — 1983
B.S. Chemistry, Chemistry
Citi May 2010 - Present
Barclays Capital September 2008 - May 2010
Lehman Brothers 2004 - 2008
Lehman Brothers November 1992 - April 2004
OOCL 1988 - 1989
Skills
DB2, Investment Banking, Fileaid, Application Development, Endevor, CICS, Visio, Equities, Back Office, JCL, Mainframe, TSO, SQL, IBM Mainframe, Trading Systems, Business Requirements, VSAM, Securities, Trading, Fixed Income, Sybase, COBOL, Prime Brokerage, Production Support, Requirements Gathering, Market Data
Education
University of Santo Tomas 1979 — 1983
B.S. Chemistry, Chemistry
Raymond Stephens's Lehman Brothers Experience 2008 - 2008
Job Executive Director
Industry Information Technology and Services
Experience
J.P. Morgan July 2012 - Present
Barclays Capital October 2008 - November 2011
Lehman Brothers 2008 - 2008
Merrill Lynch 2005 - 2008
Morgan Stanley 1994 - 2005
Price Waterhouse 1989 - 1994
Skills
Program Management, Object Oriented Design, System Architecture, Trading Systems, Software Development, FX Options, Risk Management, Fixed Income, Emerging Markets, Foreign Exchange, SOA, Derivatives, Bonds, Electronic Trading, Integration, Investment Banking, Team Building
Education
University of Southampton 1986 — 1989
M. Phil, Chemical Physics, Liquid Crystal, Monte Carlo Simulations
University of Southampton 1983 — 1986
Bsc Hons, Chemistry
Woodberry Down 1976 — 1981
J.P. Morgan July 2012 - Present
Barclays Capital October 2008 - November 2011
Lehman Brothers 2008 - 2008
Merrill Lynch 2005 - 2008
Morgan Stanley 1994 - 2005
Price Waterhouse 1989 - 1994
Skills
Program Management, Object Oriented Design, System Architecture, Trading Systems, Software Development, FX Options, Risk Management, Fixed Income, Emerging Markets, Foreign Exchange, SOA, Derivatives, Bonds, Electronic Trading, Integration, Investment Banking, Team Building
Education
University of Southampton 1986 — 1989
M. Phil, Chemical Physics, Liquid Crystal, Monte Carlo Simulations
University of Southampton 1983 — 1986
Bsc Hons, Chemistry
Woodberry Down 1976 — 1981
Kelly Clifford's Lehman Brothers Experience July 2005 - October 2008
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Financial Services June 2011 - Present
Morgan Stanley November 2008 - June 2011
Lehman Brothers July 2005 - October 2008
Morgan Stanley June 1998 - June 2005
Education
University of Richmond - Robins School of Business 1991 — 1995
BS, Accounting
Financial Services June 2011 - Present
Morgan Stanley November 2008 - June 2011
Lehman Brothers July 2005 - October 2008
Morgan Stanley June 1998 - June 2005
Education
University of Richmond - Robins School of Business 1991 — 1995
BS, Accounting
Kristin Wenslau's Lehman Brothers Experience 1989 - 1992
Job Vice President at PNC Bank
Industry Banking
Experience
PNC Bank February 2006 - Present
Wachovia Bank 2005 - 2006
CIT Group 2001 - 2005
First Union National Bank 1997 - 2001
National Westminster Bank 1992 - 1996
Lehman Brothers 1989 - 1992
Skills
Commercial Banking, Middle Market, Cash Flow Lending, Credit Analysis, Underwriting, Portfolio Management, Leveraged Lending, Corporate Finance
Education
University of Richmond 1985 — 1989
BSBA, Finance
University of Richmond - Robins School of Business 1985 — 1989
BSBA, Finance
PNC Bank February 2006 - Present
Wachovia Bank 2005 - 2006
CIT Group 2001 - 2005
First Union National Bank 1997 - 2001
National Westminster Bank 1992 - 1996
Lehman Brothers 1989 - 1992
Skills
Commercial Banking, Middle Market, Cash Flow Lending, Credit Analysis, Underwriting, Portfolio Management, Leveraged Lending, Corporate Finance
Education
University of Richmond 1985 — 1989
BSBA, Finance
University of Richmond - Robins School of Business 1985 — 1989
BSBA, Finance
WIlliam Rhodes's Lehman Brothers Experience June 2007 - January 2009
Job Fixed Income IT manager specializing in Risk/MBS/Loan Management Technology and Analytics
Industry Financial Services
Experience
Société Générale 2013 - Present
Jefferies & Company October 2009 - September 2011
Nomura Securities April 2009 - September 2009
Lehman Brothers June 2007 - January 2009
Barclays Capital August 2005 - December 2006
UBS Investment Bank 2001 - 2005
Greenwich Capital March 1995 - June 1999
Skills
Fixed Income, Portfolio Management, MBS, Structured Products, Trading, Risk Management, Financial Risk, Securitization, ABS, Securities, Swaps, CDO, Loans, CMBS, Financial Structuring, Credit, Mortgage Lending, Rates, Analytics, Strategy
Education
Univ of Colorado 1992 — 1995
MSCS, Computer Science
University of Rhode Island 1981 — 1986
BSME, Mechanical Engineering
Société Générale 2013 - Present
Jefferies & Company October 2009 - September 2011
Nomura Securities April 2009 - September 2009
Lehman Brothers June 2007 - January 2009
Barclays Capital August 2005 - December 2006
UBS Investment Bank 2001 - 2005
Greenwich Capital March 1995 - June 1999
Skills
Fixed Income, Portfolio Management, MBS, Structured Products, Trading, Risk Management, Financial Risk, Securitization, ABS, Securities, Swaps, CDO, Loans, CMBS, Financial Structuring, Credit, Mortgage Lending, Rates, Analytics, Strategy
Education
Univ of Colorado 1992 — 1995
MSCS, Computer Science
University of Rhode Island 1981 — 1986
BSME, Mechanical Engineering
Deena Shilling's Lehman Brothers Experience August 1991 - February 1997
Job Executive Director at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley Investment Management February 1997 - June 2009
Lehman Brothers August 1991 - February 1997
Deloitte & Touche LLP January 1986 - August 1991
Education
University of Richmond 1981 — 1985
BA
University of Richmond - Robins School of Business 1981 — 1985
B.S., Accounting
Morgan Stanley Investment Management February 1997 - June 2009
Lehman Brothers August 1991 - February 1997
Deloitte & Touche LLP January 1986 - August 1991
Education
University of Richmond 1981 — 1985
BA
University of Richmond - Robins School of Business 1981 — 1985
B.S., Accounting
Bradley Nii's Lehman Brothers Experience 1996 - 2006
Job Managing Director at Monroe Capital LLC
Industry Financial Services
Experience
Monroe Capital LLC November 2013 - Present
B Riley & Co. November 2010 - October 2013
American Capital August 2007 - November 2009
Urban Smart Growth 2006 - 2007
Lehman Brothers 1996 - 2006
Ernst & Young 1987 - 1996
Skills
Investment Banking, Mergers & Acquisitions, Investments, Acquisitions, Contract Negotiation, Financial Structuring, Middle Market Cash Flow..., Public and Private M&A..., Public and Private..., Principal Investing, Portfolio Management, Equities, Finance, Capital Markets, Executive Management, Capital
Education
University of Southern California
Bachelors of Science, Accounting
Monroe Capital LLC November 2013 - Present
B Riley & Co. November 2010 - October 2013
American Capital August 2007 - November 2009
Urban Smart Growth 2006 - 2007
Lehman Brothers 1996 - 2006
Ernst & Young 1987 - 1996
Skills
Investment Banking, Mergers & Acquisitions, Investments, Acquisitions, Contract Negotiation, Financial Structuring, Middle Market Cash Flow..., Public and Private M&A..., Public and Private..., Principal Investing, Portfolio Management, Equities, Finance, Capital Markets, Executive Management, Capital
Education
University of Southern California
Bachelors of Science, Accounting
Rupert Chisholm's Lehman Brothers Experience August 2000 - October 2008
Job Managing Director at One William Street Capital
Industry Investment Management
Experience
One William Street Capital September 2012 - Present
Natixis December 2010 - September 2012
Spring Hill Capital Partners November 2009 - December 2010
BlackRock Solutions December 2008 - July 2009
Lehman Brothers August 2000 - October 2008
Moodys Investor Services April 1996 - August 2000
Education
University of Rochester 1991 — 1992
M.A., Literature
Washington and Lee University 1987 — 1991
B.A., English Literature
One William Street Capital September 2012 - Present
Natixis December 2010 - September 2012
Spring Hill Capital Partners November 2009 - December 2010
BlackRock Solutions December 2008 - July 2009
Lehman Brothers August 2000 - October 2008
Moodys Investor Services April 1996 - August 2000
Education
University of Rochester 1991 — 1992
M.A., Literature
Washington and Lee University 1987 — 1991
B.A., English Literature
Joseph Poutre's Lehman Brothers Experience 1991 - 2008
Job AVP at BNP Paribas for Production Tools and Efficiency
Industry Financial Services
Experience
BNP Paribas 2010 - Present
TNT Staffing 2009 - June 2010
Lehman Bros. 1991 - 2008
Lehman Brothers 1991 - 2008
Lehman Brothers (now Barcap) 1991 - 2008
Lehman/Brothers/Barclays Capital 1991 - 2008
Education
University of Rochester
Bachelor's degree, Mathematics
BNP Paribas 2010 - Present
TNT Staffing 2009 - June 2010
Lehman Bros. 1991 - 2008
Lehman Brothers 1991 - 2008
Lehman Brothers (now Barcap) 1991 - 2008
Lehman/Brothers/Barclays Capital 1991 - 2008
Education
University of Rochester
Bachelor's degree, Mathematics
Nilesh Sangpal's Lehman Brothers Experience 2008 - Present
Job Workday Consultant at Time Warner Inc.
Industry Information Technology and Services
Experience
L&T Infotech Workday ConsultantTime Warner Inc.November 2013 - Present
Principal Financial Group 2012 - Present
Nuon July 2011 - Present
Lehman Brothers 2008 - Present
Skills
Requirements Analysis, PeopleTools, PeopleCode, SQR, PeopleSoft, SDLC, Requirements Gathering, PL/SQL, Oracle, Workday
Education
University of Pune 2000 — 2004
BE, C.S.
L&T Infotech Workday ConsultantTime Warner Inc.November 2013 - Present
Principal Financial Group 2012 - Present
Nuon July 2011 - Present
Lehman Brothers 2008 - Present
Skills
Requirements Analysis, PeopleTools, PeopleCode, SQR, PeopleSoft, SDLC, Requirements Gathering, PL/SQL, Oracle, Workday
Education
University of Pune 2000 — 2004
BE, C.S.
Russ Sharkey's Lehman Brothers Experience May 2005 - November 2008
Job IT Business Analyst at Yelp
Industry Information Technology and Services
Experience
Yelp June 2015 - Present
Granicus, Inc. October 2014 - March 2015
SF Fire Credit Union April 2012 - October 2014
R/GA January 2009 - March 2012
Lehman Brothers May 2005 - November 2008
Lehman Brothers February 2003 - May 2005
Lehman Brothers June 2001 - February 2003
Lehman Brothers February 2000 - June 2001
Skills
IT Management, ITIL, IT Operations, Disaster Recovery, SDLC, Management, Business Analysis, IT Service Management, Active Directory, VMware, Process Improvement, Windows, Information Technology, Troubleshooting, Vendor Management, Data Center, Integration, System Deployment, Enterprise Architecture, IT Strategy, Project Management, ITIL Certified, Program Management, Customer Service, Team Leadership, Team Building, Training, Technical Documentation, Knowledge Management, Leadership, Business Continuity, Automation, Infrastructure, Technical Support, System Administration, Group Policy, BMC Remedy Ticketing..., Business Process...
Education
University of San Francisco
BS, Organizational Behavior and Leadership
Yelp June 2015 - Present
Granicus, Inc. October 2014 - March 2015
SF Fire Credit Union April 2012 - October 2014
R/GA January 2009 - March 2012
Lehman Brothers May 2005 - November 2008
Lehman Brothers February 2003 - May 2005
Lehman Brothers June 2001 - February 2003
Lehman Brothers February 2000 - June 2001
Skills
IT Management, ITIL, IT Operations, Disaster Recovery, SDLC, Management, Business Analysis, IT Service Management, Active Directory, VMware, Process Improvement, Windows, Information Technology, Troubleshooting, Vendor Management, Data Center, Integration, System Deployment, Enterprise Architecture, IT Strategy, Project Management, ITIL Certified, Program Management, Customer Service, Team Leadership, Team Building, Training, Technical Documentation, Knowledge Management, Leadership, Business Continuity, Automation, Infrastructure, Technical Support, System Administration, Group Policy, BMC Remedy Ticketing..., Business Process...
Education
University of San Francisco
BS, Organizational Behavior and Leadership
Neil Monaghan's Lehman Brothers Experience August 1995 - April 2005
Job Director Global Head of Futures & OTC Clearing Strategic Business Initiatives at Citi
Industry Financial Services
Experience
Citi October 2012 - Present
Citi 2010 - October 2012
Morgan Stanley April 2005 - April 2010
Morgan Stanley Prime Brokerage April 2005 - April 2010
Lehman Brothers August 1995 - April 2005
Skills
Hedge Funds, Capital Markets, Swaps, Series 7, Interest Rate..., FX Options, Collateral Management, Electronic Trading, Securities, Trading Systems, Series 63, Options, Public Speaking, Bonds, Financial Markets, MBS, Foreign Exchange, Operational Risk, Rates, Derivatives, Fixed Income, Emerging Markets
Education
University of Scranton 1988 — 1992
BS, Finance
University of Scranton 1988 — 1992
Citi October 2012 - Present
Citi 2010 - October 2012
Morgan Stanley April 2005 - April 2010
Morgan Stanley Prime Brokerage April 2005 - April 2010
Lehman Brothers August 1995 - April 2005
Skills
Hedge Funds, Capital Markets, Swaps, Series 7, Interest Rate..., FX Options, Collateral Management, Electronic Trading, Securities, Trading Systems, Series 63, Options, Public Speaking, Bonds, Financial Markets, MBS, Foreign Exchange, Operational Risk, Rates, Derivatives, Fixed Income, Emerging Markets
Education
University of Scranton 1988 — 1992
BS, Finance
University of Scranton 1988 — 1992
David Strauss's Lehman Brothers Experience 1990 - 2000
Job Vice President at Bank of America
Industry Information Technology and Services
Experience
Bank of America DirectorUBS2003 - 2006
North American Media Engines April 2000 - September 2001
Lehman Brothers 1990 - 2000
Kidder Peabody 1988 - 1990
County Natwest Goverment Securities September 1987 - September 1988
Bellcore September 1984 - September 1987
Hunter College September 1981 - September 1984
Skills
Enterprise Architecture, Java, Investment Banking, Risk Management, IT Strategy, Vendor Management, SDLC, Sybase
Education
University of Pittsburgh 1970 — 1977
PhD, Computer Sceince
Bank of America DirectorUBS2003 - 2006
North American Media Engines April 2000 - September 2001
Lehman Brothers 1990 - 2000
Kidder Peabody 1988 - 1990
County Natwest Goverment Securities September 1987 - September 1988
Bellcore September 1984 - September 1987
Hunter College September 1981 - September 1984
Skills
Enterprise Architecture, Java, Investment Banking, Risk Management, IT Strategy, Vendor Management, SDLC, Sybase
Education
University of Pittsburgh 1970 — 1977
PhD, Computer Sceince
Kenneth Sogi's Lehman Brothers Experience June 2008 - August 2008
Job Portfolio Manager
Industry Investment Management
Experience
Crabel Capital Management January 2009 - Present
Lehman Brothers June 2008 - August 2008
Manchester Trading LLC June 2007 - August 2007
Education
University of Southern California 2005 — 2009
International Relations Global Business, International Finance
Crabel Capital Management January 2009 - Present
Lehman Brothers June 2008 - August 2008
Manchester Trading LLC June 2007 - August 2007
Education
University of Southern California 2005 — 2009
International Relations Global Business, International Finance
Lachman Elissa's Lehman Brothers Experience November 1999 - September 2008
Job Relationship Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse September 2008 - Present
Lehman Brothers November 1999 - September 2008
Education
University of San Francisco 1990 — 1992
BA
Credit Suisse September 2008 - Present
Lehman Brothers November 1999 - September 2008
Education
University of San Francisco 1990 — 1992
BA
Guochun Liu's Lehman Brothers Experience 2005 - 2006
Job Associate Director at Royal Bank of Canada
Industry Financial Services
Experience
Royal Bank of Canada May 2015 - Present
Ernst and Young February 2014 - May 2015
JPMorgan Chase September 2010 - December 2013
JPMorgan Chase March 2008 - August 2010
Credit Suisse First Boston 2006 - 2008
Lehman Brothers 2005 - 2006
Skills
Risk Management, Project Management, Excel/VBA 2003,..., Sybase SQL, Derivatives, Fixed Income, Market Risk, VBA, Options, Equities, Trading, Requirements Analysis, Equity Derivatives, Visio, Bloomberg, Electronic Trading
Education
Worcester Polytechnic Institute 2003 — 2005
MS, Financial Mathematics
University of Science and Technology Beijing 1995 — 1999
BS, Computer Science
Royal Bank of Canada May 2015 - Present
Ernst and Young February 2014 - May 2015
JPMorgan Chase September 2010 - December 2013
JPMorgan Chase March 2008 - August 2010
Credit Suisse First Boston 2006 - 2008
Lehman Brothers 2005 - 2006
Skills
Risk Management, Project Management, Excel/VBA 2003,..., Sybase SQL, Derivatives, Fixed Income, Market Risk, VBA, Options, Equities, Trading, Requirements Analysis, Equity Derivatives, Visio, Bloomberg, Electronic Trading
Education
Worcester Polytechnic Institute 2003 — 2005
MS, Financial Mathematics
University of Science and Technology Beijing 1995 — 1999
BS, Computer Science
Kathy Scheuermann's Lehman Brothers Experience March 2005 - September 2008
Job Senior Supervisory Analyst/VP at Ladenburg Thalmann
Industry Financial Services
Experience
Ladenburg Thalmann September 2013 - Present
Barclays Capital September 2008 - September 2013
Lehman Brothers March 2005 - September 2008
CIBC World Markets October 1999 - February 2005
Salomon Smith Barney May 1998 - October 1999
Union Bank of Switzerland June 1995 - May 1998
Skills
Equity Research, Equities, Securities, Investment Banking, Capital Markets, FINRA, Financial Markets, Emerging Markets, Valuation, Bloomberg
Education
University of Rochester
Ladenburg Thalmann September 2013 - Present
Barclays Capital September 2008 - September 2013
Lehman Brothers March 2005 - September 2008
CIBC World Markets October 1999 - February 2005
Salomon Smith Barney May 1998 - October 1999
Union Bank of Switzerland June 1995 - May 1998
Skills
Equity Research, Equities, Securities, Investment Banking, Capital Markets, FINRA, Financial Markets, Emerging Markets, Valuation, Bloomberg
Education
University of Rochester
Avinash Reddy's Lehman Brothers Experience July 2005 - September 2008
Job Senior Vice President at Macquarie, FIG
Industry Investment Banking
Experience
Macquarie Group July 2014 - Present
Evercore Partners April 2011 - June 2014
Barclays Capital September 2008 - 2011
Lehman Brothers July 2005 - September 2008
Education
University of Rochester 2002 — 2005
B.A., Mathematics and Economics
Macquarie Group July 2014 - Present
Evercore Partners April 2011 - June 2014
Barclays Capital September 2008 - 2011
Lehman Brothers July 2005 - September 2008
Education
University of Rochester 2002 — 2005
B.A., Mathematics and Economics
Sally Nancoz's Lehman Brothers Experience June 2000 - October 2008
Job SVP at Lehman Brothers
Industry Financial Services
Experience
Lehman Brothers (in Administration) October 2008 - March 2015
Lehman Brothers June 2000 - October 2008
SALOMON SMITH BARNEY April 1998 - May 2000
ING October 1989 - April 1998
Chase Manhattan Bank June 1987 - October 1989
Skills
Fixed Income, Capital Markets, Hedge Funds, Derivatives, Investment Banking, Middle Office, Equities, Alternative Investments, Portfolio Management, Asset Management, Banking, Bonds, Securities, Loans, Bloomberg, Trading, Fiexed Income
Education
University of Scranton 1983 — 1987
BS, Accounting, 3.43
Lehman Brothers (in Administration) October 2008 - March 2015
Lehman Brothers June 2000 - October 2008
SALOMON SMITH BARNEY April 1998 - May 2000
ING October 1989 - April 1998
Chase Manhattan Bank June 1987 - October 1989
Skills
Fixed Income, Capital Markets, Hedge Funds, Derivatives, Investment Banking, Middle Office, Equities, Alternative Investments, Portfolio Management, Asset Management, Banking, Bonds, Securities, Loans, Bloomberg, Trading, Fiexed Income
Education
University of Scranton 1983 — 1987
BS, Accounting, 3.43
Joshua Steiner's Lehman Brothers Experience 2001 - 2006
Job Managing Director at Hedgeye Risk Management
Industry Investment Management
Experience
Hedgeye Risk Management, LLC 2009 - Present
Millennium Management 2006 - 2008
Lehman Brothers 2001 - 2006
C.E. Unterberg, Towbin 1999 - 2001
Skills
Financial Modeling, Hedge Funds, Valuation, Finance, Portfolio Management, Equities, Alternative Investments, Capital Markets
Education
University of Rochester 1994 — 1998
Bachelors, Economics
Hedgeye Risk Management, LLC 2009 - Present
Millennium Management 2006 - 2008
Lehman Brothers 2001 - 2006
C.E. Unterberg, Towbin 1999 - 2001
Skills
Financial Modeling, Hedge Funds, Valuation, Finance, Portfolio Management, Equities, Alternative Investments, Capital Markets
Education
University of Rochester 1994 — 1998
Bachelors, Economics
Sarah Kurek's Lehman Brothers Experience August 1999 - 2000
Job Director, Global HR Business Partner at Marsh & McLennan Companies
Industry Financial Services
Experience
Marsh & McLennan Companies, Inc. September 2002 - May 2014
On2 Technologies 2000 - August 2002
Lehman Brothers August 1999 - 2000
Johnson & Johnson March 1996 - July 1999
Skills
Human Resources, Deferred Compensation, Talent Management, Succession Planning, Performance Management, Employee Engagement, Employee Benefits, Employee Relations, Onboarding, Workforce Planning, Organizational..., Organizational Design, HR Consulting, Change Management, Talent Acquisition, Recruiting, Program Management, Acquisition Integration, Diversity Champion, Benefits Administration, Executive Pay, College Recruiting, Applicant Tracking..., Mergers & Acquisitions, Strategy
Education
University of South Florida - College of Business Administration 1995 — 1998
Bachelors, Business, Accounting and Economics
St Petersburg Junior College 1993 — 1995
Associates, Business Administration
Marsh & McLennan Companies, Inc. September 2002 - May 2014
On2 Technologies 2000 - August 2002
Lehman Brothers August 1999 - 2000
Johnson & Johnson March 1996 - July 1999
Skills
Human Resources, Deferred Compensation, Talent Management, Succession Planning, Performance Management, Employee Engagement, Employee Benefits, Employee Relations, Onboarding, Workforce Planning, Organizational..., Organizational Design, HR Consulting, Change Management, Talent Acquisition, Recruiting, Program Management, Acquisition Integration, Diversity Champion, Benefits Administration, Executive Pay, College Recruiting, Applicant Tracking..., Mergers & Acquisitions, Strategy
Education
University of South Florida - College of Business Administration 1995 — 1998
Bachelors, Business, Accounting and Economics
St Petersburg Junior College 1993 — 1995
Associates, Business Administration
Chris Bernard, CFA's Lehman Brothers Experience 2004 - 2007
Job Partner at Bernard Caroli Wealth Management
Industry Financial Services
Experience
Bernard Caroli Wealth Management 2009 - Present
UBS 2007 - 2009
Lehman Brothers 2004 - 2007
Skills
Wealth Management, Asset Allocation, Investment Advisory, Mutual Funds, Financial Advisory, Portfolio Management, Retirement, Investments, Hedge Funds, Alternative Investments, Investment Banking, Series 63, Series 7, Asset Management, Equities, Retirement Planning, Financial Services, Strategic Financial..., Investment Strategies, ETFs, Bonds, Fixed Income, Estate Planning, Securities, Due Diligence, FINRA, Series 24, Options, Bloomberg, Trading, Electronic Trading, Investor Relations, Investment Management, Fixed Annuities, Relationship Management, Capital Markets, Private Equity
Education
University of Richmond 2000 — 2004
BSBA, Finance, Maketing
Bernard Caroli Wealth Management 2009 - Present
UBS 2007 - 2009
Lehman Brothers 2004 - 2007
Skills
Wealth Management, Asset Allocation, Investment Advisory, Mutual Funds, Financial Advisory, Portfolio Management, Retirement, Investments, Hedge Funds, Alternative Investments, Investment Banking, Series 63, Series 7, Asset Management, Equities, Retirement Planning, Financial Services, Strategic Financial..., Investment Strategies, ETFs, Bonds, Fixed Income, Estate Planning, Securities, Due Diligence, FINRA, Series 24, Options, Bloomberg, Trading, Electronic Trading, Investor Relations, Investment Management, Fixed Annuities, Relationship Management, Capital Markets, Private Equity
Education
University of Richmond 2000 — 2004
BSBA, Finance, Maketing
Lisa Constantine's Lehman Brothers Experience February 2006 - September 2008
Job Financial Services Professional
Industry Investment Banking
Experience
Barclays September 2008 - May 2014
Lehman Brothers February 2006 - September 2008
Citi February 2000 - December 2005
Skills
Capital Markets, Bloomberg, Equities, Fixed Income, Trading Systems, Investment Banking, Hedge Funds, Securities, Financial Modeling, Finance, Microsoft Excel, Trading, Prime Brokerage, Derivatives, Risk Management, Middle Office, FX Options
Education
University of Rochester
BA, Economics & Political Science
University of Rochester
Certificate of Management Studies
Barclays September 2008 - May 2014
Lehman Brothers February 2006 - September 2008
Citi February 2000 - December 2005
Skills
Capital Markets, Bloomberg, Equities, Fixed Income, Trading Systems, Investment Banking, Hedge Funds, Securities, Financial Modeling, Finance, Microsoft Excel, Trading, Prime Brokerage, Derivatives, Risk Management, Middle Office, FX Options
Education
University of Rochester
BA, Economics & Political Science
University of Rochester
Certificate of Management Studies
Jayson Ward's Lehman Brothers Experience 1994 - 1996
Job Partner at Winston Partners
Industry Investment Management
Experience
Winston Partners 2001 - Present
Peachtree Franchise Finance, LLP 1998 - 2000
Lehman Brothers 1994 - 1996
Skills
Hedge Funds, Equities, Fixed Income, Alternative Investments, Asset Management, Investments, Investment Management, Private Equity, Capital Markets, Fund Of Funds, Portfolio Management, Debt, Due Diligence
Education
Vanderbilt University - Owen Graduate School of Management 1996 — 1998
MBA, Finance
University of Richmond 1986 — 1990
BA, International Studies
Winston Partners 2001 - Present
Peachtree Franchise Finance, LLP 1998 - 2000
Lehman Brothers 1994 - 1996
Skills
Hedge Funds, Equities, Fixed Income, Alternative Investments, Asset Management, Investments, Investment Management, Private Equity, Capital Markets, Fund Of Funds, Portfolio Management, Debt, Due Diligence
Education
Vanderbilt University - Owen Graduate School of Management 1996 — 1998
MBA, Finance
University of Richmond 1986 — 1990
BA, International Studies
Neeraj Aggarwal's Lehman Brothers Experience 2000 - 2003
Job Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners May 2014 - Present
REDI Technologies July 2013 - May 2014
UBS July 2003 - July 2013
Lehman Brothers 2000 - 2003
Mphasis 1999 - 2000
Zensar 1997 - 1999
Skills
Trading Systems, PL/SQL, Market Data, Electronic Trading, Low Latency, Equity Derivatives, Equities, Exchange Connectivity, C++, Equity Trading, Perl, Multithreading, ETFs, Sybase, Trading System, High Frequency Trading, Trading, Options, Derivatives, Prime Brokerage, Investment Banking, Fixed Income
Education
University of Pune 1994 — 1997
MCA, Computer Science
MLN College YamunaNagar. Kurukshetra university 1991 — 1994
Bachelor of Science (BSc), Electronics
Guggenheim Partners May 2014 - Present
REDI Technologies July 2013 - May 2014
UBS July 2003 - July 2013
Lehman Brothers 2000 - 2003
Mphasis 1999 - 2000
Zensar 1997 - 1999
Skills
Trading Systems, PL/SQL, Market Data, Electronic Trading, Low Latency, Equity Derivatives, Equities, Exchange Connectivity, C++, Equity Trading, Perl, Multithreading, ETFs, Sybase, Trading System, High Frequency Trading, Trading, Options, Derivatives, Prime Brokerage, Investment Banking, Fixed Income
Education
University of Pune 1994 — 1997
MCA, Computer Science
MLN College YamunaNagar. Kurukshetra university 1991 — 1994
Bachelor of Science (BSc), Electronics
Lauren Davis Cruise's Lehman Brothers Experience May 2008 - September 2008
Job Human Resouces Generalist at Jane Street Capital
Industry Financial Services
Experience
Jane Street Capital January 2011 - Present
Barclays Wealth September 2008 - February 2011
Lehman Brothers May 2008 - September 2008
Skills
Human Resources, Personnel Management, Onboarding, Talent Management, Employee Relations, Performance Management, Employee Benefits, Succession Planning, HRIS
Education
University of Richmond 2002 — 2006
Political Science, Leadership Studies
Jane Street Capital January 2011 - Present
Barclays Wealth September 2008 - February 2011
Lehman Brothers May 2008 - September 2008
Skills
Human Resources, Personnel Management, Onboarding, Talent Management, Employee Relations, Performance Management, Employee Benefits, Succession Planning, HRIS
Education
University of Richmond 2002 — 2006
Political Science, Leadership Studies
Mary Colleen Reilly's Lehman Brothers Experience 1994 - 1994
Job VP, Executive Recruiter at JP Morgan Private Bank
Industry Financial Services
Experience
JP Morgan Private Bank February 2013 - Present
Citi September 2010 - February 2013
UBS Investment Bank June 2006 - September 2010
Macquarie Bank January 2005 - June 2006
Lehman Brothers 1994 - 1994
Skills
Equities, Recruiting, Corporate Finance, Private Equity, Human Resources, Executive Search, Commodity, Financial Risk, Financial Services, Talent Management, Investment Banking, Capital Markets
Education
University of Scranton 1985 — 1989
BA, English Lit
JP Morgan Private Bank February 2013 - Present
Citi September 2010 - February 2013
UBS Investment Bank June 2006 - September 2010
Macquarie Bank January 2005 - June 2006
Lehman Brothers 1994 - 1994
Skills
Equities, Recruiting, Corporate Finance, Private Equity, Human Resources, Executive Search, Commodity, Financial Risk, Financial Services, Talent Management, Investment Banking, Capital Markets
Education
University of Scranton 1985 — 1989
BA, English Lit
Linda Reich's Lehman Brothers Experience 1985 - 1996
Job Mortgage Lending at The Mortgage Corner
Industry Financial Services
Experience
The Mortgage Corner 2009 - Present
Lehman Brothers 1985 - 1996
Various Financial Firms 1972 - 1985
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Customer Service, Microsoft Word, Banking, Investments
Education
University of Rhode Island 1968 — 1972
BA, Political Science and Government
The Mortgage Corner 2009 - Present
Lehman Brothers 1985 - 1996
Various Financial Firms 1972 - 1985
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Customer Service, Microsoft Word, Banking, Investments
Education
University of Rhode Island 1968 — 1972
BA, Political Science and Government
Kristen Regan's Lehman Brothers Experience 1994 - 1999
Job Vice President, Internal Divisional Sales Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2013 - Present
Fidelity Investments September 2009 - April 2013
Fidelity Investments June 2001 - September 2009
Fidelity Investments February 1999 - June 2001
Lehman Brothers 1994 - 1999
Education
University of Rhode Island 1988 — 1992
Bachelor of Arts (B.A.)
Fidelity Investments April 2013 - Present
Fidelity Investments September 2009 - April 2013
Fidelity Investments June 2001 - September 2009
Fidelity Investments February 1999 - June 2001
Lehman Brothers 1994 - 1999
Education
University of Rhode Island 1988 — 1992
Bachelor of Arts (B.A.)
Stephen Lent's Lehman Brothers Experience 2000 - 2008
Job MD of Business Development
Industry Information Technology and Services
Experience
TCP 2013 - Present
Sabatical leave 2009 - 2013
CSS 2000 - 2010
Barclays Capital 2000 - 2009
JPMorgan Chase 2000 - 2009
Morgan Stanley 2000 - 2009
Merrill Lynch 2000 - 2008
Lehman Brothers 2000 - 2008
FXall 2000 - 2008
Bank of America 2000 - 2008
Skills
Fixed Income, FIX, Derivatives, C++, C#, .NET, Equity Derivatives, FX trading, Java Enterprise Edition
Education
University of Rhode Island
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
TCP 2013 - Present
Sabatical leave 2009 - 2013
CSS 2000 - 2010
Barclays Capital 2000 - 2009
JPMorgan Chase 2000 - 2009
Morgan Stanley 2000 - 2009
Merrill Lynch 2000 - 2008
Lehman Brothers 2000 - 2008
FXall 2000 - 2008
Bank of America 2000 - 2008
Skills
Fixed Income, FIX, Derivatives, C++, C#, .NET, Equity Derivatives, FX trading, Java Enterprise Edition
Education
University of Rhode Island
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS