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
Mary Tedesco Mary Tedesco's Lehman Brothers Experience March 2007 - December 2008
Job Founder at ORIGINS ITALY
Industry Research
Experience
Genealogy Roadshow (PBS TV Series) July 2014 - Present
ORIGINS ITALY 2013 - Present
Self Employed April 2010 - 2013
Columbia Management December 2008 - April 2010
Lehman Brothers March 2007 - December 2008
State Street April 2006 - March 2007
Skills
History, Research, Italian, Genealogy, Blogging, Social Media, Public Speaking, Entrepreneurship, Family History, Italian languages, Business Strategy, Start-ups, Social Media Marketing, Lecturing, Management, International, Dual Citizenship, Social Networking, Archival Research, Writing, Business, Archives, Blogger, Historical Research, Organizational..., Heritage Tourism, Cultural Heritage, Ethnic Studies, European History, Researchers, Pinterest, Instagram, Communication, Presentations, Travel, Twitter, Television
Education
Boston University
Certificate in Genealogical Research
Boston Unversity
Bachelor's degree, Mathematics
Genealogy Roadshow (PBS TV Series) July 2014 - Present
ORIGINS ITALY 2013 - Present
Self Employed April 2010 - 2013
Columbia Management December 2008 - April 2010
Lehman Brothers March 2007 - December 2008
State Street April 2006 - March 2007
Skills
History, Research, Italian, Genealogy, Blogging, Social Media, Public Speaking, Entrepreneurship, Family History, Italian languages, Business Strategy, Start-ups, Social Media Marketing, Lecturing, Management, International, Dual Citizenship, Social Networking, Archival Research, Writing, Business, Archives, Blogger, Historical Research, Organizational..., Heritage Tourism, Cultural Heritage, Ethnic Studies, European History, Researchers, Pinterest, Instagram, Communication, Presentations, Travel, Twitter, Television
Education
Boston University
Certificate in Genealogical Research
Boston Unversity
Bachelor's degree, Mathematics
Michael Noone's Lehman Brothers Experience October 2000 - October 2006
Job Managing Director at BNY Mellon, Institutional Equity Trading
Industry Financial Services
Experience
BNY Mellon October 2008 - Present
Lehman Brothers October 2000 - October 2006
Donaldson, Lufkin & Jenrette March 1997 - October 2000
PaineWebber, Inc. May 1996 - February 1997
Dresdner Securities (USA), Inc. October 1994 - May 1996
Kidder Peabody January 1993 - October 1994
Skills
FINRA: Series 7, 24,..., Series 7, Trading Systems, Derivatives, Asset Managment, Investments, Alternative Investments, Asset Management, FX trading, Risk Management, Institutional
Education
Boston College
Bachelor of Science, Carroll School of Management
Xavier High School (NYC)
BNY Mellon October 2008 - Present
Lehman Brothers October 2000 - October 2006
Donaldson, Lufkin & Jenrette March 1997 - October 2000
PaineWebber, Inc. May 1996 - February 1997
Dresdner Securities (USA), Inc. October 1994 - May 1996
Kidder Peabody January 1993 - October 1994
Skills
FINRA: Series 7, 24,..., Series 7, Trading Systems, Derivatives, Asset Managment, Investments, Alternative Investments, Asset Management, FX trading, Risk Management, Institutional
Education
Boston College
Bachelor of Science, Carroll School of Management
Xavier High School (NYC)
Patrick Schumacher Patrick Schumacher's Lehman Brothers Experience 2000 - 2004
Job Vice President, Global Corporate Strategy, Mergers & Acquisitions at Celanese
Industry Chemicals
Experience
Celanese 2014 - Present
The Blackstone Group 2009 - 2014
UBS Investment Bank 2004 - 2009
Lehman Brothers 2000 - 2004
Skills
Valuation, Private Equity, Investment Banking, Financial Modeling, Investments, Due Diligence, Mergers & Acquisitions, Financial Analysis, Business Strategy, Management Consulting, Strategic Planning, Entrepreneurship, Change Management, Real Estate, Business Planning, Corporate Development
Education
Boston College - Carroll School of Management 1997 — 1998
Masters of Science in Finance
University of Wisconsin-Madison 1992 — 1997
Bachelor of Business Administration (B.B.A.)
Celanese 2014 - Present
The Blackstone Group 2009 - 2014
UBS Investment Bank 2004 - 2009
Lehman Brothers 2000 - 2004
Skills
Valuation, Private Equity, Investment Banking, Financial Modeling, Investments, Due Diligence, Mergers & Acquisitions, Financial Analysis, Business Strategy, Management Consulting, Strategic Planning, Entrepreneurship, Change Management, Real Estate, Business Planning, Corporate Development
Education
Boston College - Carroll School of Management 1997 — 1998
Masters of Science in Finance
University of Wisconsin-Madison 1992 — 1997
Bachelor of Business Administration (B.B.A.)
Rebecca Zirman's Lehman Brothers Experience April 2007 - September 2008
Job Manager, Web Channel at E*TRADE Financial
Industry Banking
Experience
E*TRADE Financial June 2011 - Present
UBS Wealth Management January 2009 - June 2011
Lehman Brothers April 2007 - September 2008
MetLife December 2006 - April 2007
JP Morgan August 1996 - August 1999
Swiss Bank Corporation October 1993 - June 1996
Swiss Bank Corporation August 1991 - September 1993
Skills
Define Business..., Liason between..., Conduct high level..., Gather user feedback as..., Third Party Vendor..., Business Analysis, Agile Project Management, Business Requirements, Risk Management, SDLC, Project Management, Product Management, Agile Methodologies, User Experience, Strategy, Business Process, Cross-functional Team...
Education
Boston University 1988 — 1991
Master of Science (MS), Information Systems and MBA
Union College 1984 — 1987
BS, Computer Science
E*TRADE Financial June 2011 - Present
UBS Wealth Management January 2009 - June 2011
Lehman Brothers April 2007 - September 2008
MetLife December 2006 - April 2007
JP Morgan August 1996 - August 1999
Swiss Bank Corporation October 1993 - June 1996
Swiss Bank Corporation August 1991 - September 1993
Skills
Define Business..., Liason between..., Conduct high level..., Gather user feedback as..., Third Party Vendor..., Business Analysis, Agile Project Management, Business Requirements, Risk Management, SDLC, Project Management, Product Management, Agile Methodologies, User Experience, Strategy, Business Process, Cross-functional Team...
Education
Boston University 1988 — 1991
Master of Science (MS), Information Systems and MBA
Union College 1984 — 1987
BS, Computer Science
Paolo R. Frattaroli Paolo R. Frattaroli's Lehman Brothers Experience June 2000 - May 2006
Job Senior Vice President at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman May 2006 - Present
Lehman Brothers June 2000 - May 2006
Skills
Alternative Investments, Hedge Funds, Fixed Income, Equities, Asset Management, Securities, Capital Markets, Due Diligence, Investment Strategies, Investment Management, Portfolio Management, Bloomberg, Mergers & Acquisitions, Private Equity, Asset Allocation, FINRA, Mergers
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA
Queen's University
MBA
Boston College 1996 — 2000
Bachelor of Arts (B.A.)
Neuberger Berman May 2006 - Present
Lehman Brothers June 2000 - May 2006
Skills
Alternative Investments, Hedge Funds, Fixed Income, Equities, Asset Management, Securities, Capital Markets, Due Diligence, Investment Strategies, Investment Management, Portfolio Management, Bloomberg, Mergers & Acquisitions, Private Equity, Asset Allocation, FINRA, Mergers
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA
Queen's University
MBA
Boston College 1996 — 2000
Bachelor of Arts (B.A.)
Khashayar Atabaki Khashayar Atabaki's Lehman Brothers Experience 2001 - 2008
Job Beta Capital Management
Industry Banking
Experience
Beta Capital Management April 2014 - Present
BARCLAYS WEALTH 2008 - Present
LEHMAN BROTHERS 2001 - 2008
Skills
Alternative Investments, Asset Allocation, Asset Management, Derivatives, Equities, Fixed Income, Hedge Funds, Portfolio Management, Wealth Management, Investments, Financial Modeling, Corporate Finance
Education
Columbia University - Columbia Business School 1998 — 2000
MBA
Boston University 1987 — 1991
BA, Economics, International Business
Beta Capital Management April 2014 - Present
BARCLAYS WEALTH 2008 - Present
LEHMAN BROTHERS 2001 - 2008
Skills
Alternative Investments, Asset Allocation, Asset Management, Derivatives, Equities, Fixed Income, Hedge Funds, Portfolio Management, Wealth Management, Investments, Financial Modeling, Corporate Finance
Education
Columbia University - Columbia Business School 1998 — 2000
MBA
Boston University 1987 — 1991
BA, Economics, International Business
Matuya Brand's Lehman Brothers Experience October 2006 - October 2008
Job
Industry Financial Services
Experience
Janus Capital Group December 2014 - Present
Robert Half Finance & Accounting March 2014 - September 2014
Banco do Brasil October 2012 - February 2014
Barclays Capital December 2009 - October 2012
IKOS CIF May 2009 - December 2009
PCS Research November 2008 - May 2009
Lehman Brothers October 2006 - October 2008
City of Boston January 2006 - September 2006
Commonwealth of Massachusetts January 2005 - January 2006
The Bulletin Newspapers/ Boston's Weekly Dig September 2004 - January 2005
Skills
Fixed Income, Equities, Derivatives, Hedge Funds, Emerging Markets, Investment Banking, Capital Markets, Bloomberg, Banking, Credit Derivatives, Sales, Corporate Communications, Securities, Options, Trading, Finance, Asset Management, Middle Office, Credit, Equity Derivatives, Financial Markets, Investor Relations, Series 7, Due Diligence, Equity Research, Structured Products, Bonds, FX Options, Settlement, Series 63, CDS, Alternative Investments, Recruiting, Career Opportunities
Education
New York University 2009 — 2012
MS
Boston University 2000 — 2004
Bachelor of Arts
Instituto Dom Barreto 1996 — 1998
Janus Capital Group December 2014 - Present
Robert Half Finance & Accounting March 2014 - September 2014
Banco do Brasil October 2012 - February 2014
Barclays Capital December 2009 - October 2012
IKOS CIF May 2009 - December 2009
PCS Research November 2008 - May 2009
Lehman Brothers October 2006 - October 2008
City of Boston January 2006 - September 2006
Commonwealth of Massachusetts January 2005 - January 2006
The Bulletin Newspapers/ Boston's Weekly Dig September 2004 - January 2005
Skills
Fixed Income, Equities, Derivatives, Hedge Funds, Emerging Markets, Investment Banking, Capital Markets, Bloomberg, Banking, Credit Derivatives, Sales, Corporate Communications, Securities, Options, Trading, Finance, Asset Management, Middle Office, Credit, Equity Derivatives, Financial Markets, Investor Relations, Series 7, Due Diligence, Equity Research, Structured Products, Bonds, FX Options, Settlement, Series 63, CDS, Alternative Investments, Recruiting, Career Opportunities
Education
New York University 2009 — 2012
MS
Boston University 2000 — 2004
Bachelor of Arts
Instituto Dom Barreto 1996 — 1998
Nathaniel Probert's Lehman Brothers Experience May 2008 - August 2008
Job Associate Director at Apollo Global Management
Industry Financial Services
Experience
Apollo Global Management LLC July 2015 - Present
GE Capital December 2014 - July 2015
Barclays Corporate Banking June 2013 - November 2014
Barclays September 2011 - June 2013
Barclays July 2009 - August 2011
Lehman Brothers May 2008 - August 2008
Skills
Financial Analysis, Microsoft Word, Fixed Income, Investments, Money Market, Settlement, Payments, Asset Management, Corporate Finance, Data Analysis, Banking, Liquidity Management, Treasury Management, Financial Markets, Equities, Negotiation, Time Management, Cash Management, Deal Execution, Friendly Personality, Urgency, Trading, Financial Modeling
Education
Boston College 2005 — 2009
Bachelor of Arts (B.A.), Political Science
Glen Rock High School 2001 — 2005
Apollo Global Management LLC July 2015 - Present
GE Capital December 2014 - July 2015
Barclays Corporate Banking June 2013 - November 2014
Barclays September 2011 - June 2013
Barclays July 2009 - August 2011
Lehman Brothers May 2008 - August 2008
Skills
Financial Analysis, Microsoft Word, Fixed Income, Investments, Money Market, Settlement, Payments, Asset Management, Corporate Finance, Data Analysis, Banking, Liquidity Management, Treasury Management, Financial Markets, Equities, Negotiation, Time Management, Cash Management, Deal Execution, Friendly Personality, Urgency, Trading, Financial Modeling
Education
Boston College 2005 — 2009
Bachelor of Arts (B.A.), Political Science
Glen Rock High School 2001 — 2005
James DeJulio's Lehman Brothers Experience 1997 - 1999
Job Cofounder, President & Chief Creative Officer at Tongal
Industry Entertainment
Experience
Tongal, Inc. 2008 - Present
Half Shell Entertainment 2004 - January 2012
Paramount Pictures 2000 - 2004
How2TV, Inc. 1999 - 2000
Lehman Brothers 1997 - 1999
Skills
Enterprise Software, Digital Marketing, Start-ups, Digital Media, Product Innovation, Digital Strategy, Content Strategy, Social Networking, Social Media, Marketing Strategy, Online Advertising, Product Development, Business Development, Strategic Planning, SaaS, New Media, Social Media Marketing, Website Development, Online Marketing, Strategic Partnerships, Strategy, Brand Management
Education
Boston College 1993 — 1997
Tongal, Inc. 2008 - Present
Half Shell Entertainment 2004 - January 2012
Paramount Pictures 2000 - 2004
How2TV, Inc. 1999 - 2000
Lehman Brothers 1997 - 1999
Skills
Enterprise Software, Digital Marketing, Start-ups, Digital Media, Product Innovation, Digital Strategy, Content Strategy, Social Networking, Social Media, Marketing Strategy, Online Advertising, Product Development, Business Development, Strategic Planning, SaaS, New Media, Social Media Marketing, Website Development, Online Marketing, Strategic Partnerships, Strategy, Brand Management
Education
Boston College 1993 — 1997
Ricardo Salinas Ricardo Salinas's Lehman Brothers Experience June 2008 - August 2008
Job
Industry Financial Services
Experience
SEAF June 2015 - August 2015
Barclays Capital March 2010 - July 2014
Hispanic Association on Corporate Responsibility August 2009 - March 2010
Lehman Brothers June 2008 - August 2008
John Hancock June 2007 - August 2007
Skills
Series 7, Series 63, Financial Modeling, Fixed Income, Investment Banking, Securities, Bonds, Finance, Structured Finance, Capital Markets
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
Boston College 2005 — 2009
Bachelor of Science, Finance, Leadership
SEAF June 2015 - August 2015
Barclays Capital March 2010 - July 2014
Hispanic Association on Corporate Responsibility August 2009 - March 2010
Lehman Brothers June 2008 - August 2008
John Hancock June 2007 - August 2007
Skills
Series 7, Series 63, Financial Modeling, Fixed Income, Investment Banking, Securities, Bonds, Finance, Structured Finance, Capital Markets
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
Boston College 2005 — 2009
Bachelor of Science, Finance, Leadership
Chris Caras's Lehman Brothers Experience June 2006 - September 2008
Job Executive Director
Industry Investment Banking
Experience
ISS Institutional Shareholder Services April 2013 - Present
Woodbine Associates January 2013 - April 2013
Barclays Capital September 2008 - August 2012
Lehman Brothers June 2006 - September 2008
Lehman Brothers October 1999 - May 2003
Skills
Building Relationships, Equities, Sales, Business Development, Market Structure, Series 7, Electronic Trading, Hedge Funds, Prime Brokerage, Communication Skills, Competitive Analysis, Teamwork, Series 63, Investment Banking, Asset Management, Risk Management, Options, Institutional..., Finance, Mutual Funds, Fixed Income, Capital Markets
Education
Boston College 1994 — 1998
BS, Finance
ISS Institutional Shareholder Services April 2013 - Present
Woodbine Associates January 2013 - April 2013
Barclays Capital September 2008 - August 2012
Lehman Brothers June 2006 - September 2008
Lehman Brothers October 1999 - May 2003
Skills
Building Relationships, Equities, Sales, Business Development, Market Structure, Series 7, Electronic Trading, Hedge Funds, Prime Brokerage, Communication Skills, Competitive Analysis, Teamwork, Series 63, Investment Banking, Asset Management, Risk Management, Options, Institutional..., Finance, Mutual Funds, Fixed Income, Capital Markets
Education
Boston College 1994 — 1998
BS, Finance
Michael J. Harbut's Lehman Brothers Experience 2001 - 2002
Job Sales Director at Mcgladrey
Industry Management Consulting
Experience
McGladrey July 2013 - Present
Healthbox Accelerator 2013 - Present
NTEC - North Texas Enterprise Center 2011 - 2014
BDR Research (Black Diamond Research) 2004 - 2011
Lehman Brothers 2001 - 2002
Salomon SmithBarney September 1999 - 2002
Donaldson, Lufkin & Jenrette (DLJ) February 1997 - September 1999
Education
University of Texas at Dallas - Naveen Jindal School of Management 2010 — 2012
Master of Business Administration (M.B.A.)
University of Texas at Dallas - Naveen Jindal School of Management 2012 — 2014
Master of Science in Accounting (M.S.A)
Boston University 1993 — 1997
Bachelor's Degree, Geography
Harvard Extension School
Swedish Language and Literature
University of Detroit Jesuit High School
Diploma
Sannarpsgymnasiet
McGladrey July 2013 - Present
Healthbox Accelerator 2013 - Present
NTEC - North Texas Enterprise Center 2011 - 2014
BDR Research (Black Diamond Research) 2004 - 2011
Lehman Brothers 2001 - 2002
Salomon SmithBarney September 1999 - 2002
Donaldson, Lufkin & Jenrette (DLJ) February 1997 - September 1999
Education
University of Texas at Dallas - Naveen Jindal School of Management 2010 — 2012
Master of Business Administration (M.B.A.)
University of Texas at Dallas - Naveen Jindal School of Management 2012 — 2014
Master of Science in Accounting (M.S.A)
Boston University 1993 — 1997
Bachelor's Degree, Geography
Harvard Extension School
Swedish Language and Literature
University of Detroit Jesuit High School
Diploma
Sannarpsgymnasiet
Harriet Chan King's Lehman Brothers Experience October 2006 - September 2008
Job Senior Strategic Sourcing Manager at NYC Department of Information Technology & Telecommunications
Industry Information Technology and Services
Experience
NYC Department of Information Technology & Telecommunications August 2014 - Present
Morgan Stanley July 2013 - June 2014
Marsh & McLennan Companies, Inc. December 2012 - June 2013
Neuberger Berman Group LLC August 2009 - November 2012
Barclays Capital October 2008 - August 2009
Lehman Brothers October 2006 - September 2008
Verizon 1996 - 2006
Department of Information Technology and Telecommunications 1988 - 1996
Skills
Strategic Sourcing, Supplier Diversity, Software Licensing, Global Sourcing, Computer Hardware, Telecommunications, Outsourcing, Vendor Management, Legal Writing, E-procurement, Contract Negotiation, Risk Management, Supply Chain Management, Spend Analysis, supplier relationship..., Oral & Written..., Management and Training, Cross-functional Team..., Sourcing, Supply Management, Business Strategy, Business Process..., Supplier Development, Management, RFP, Leadership, Negotiation, Project Planning, Mergers & Acquisitions, Process Improvement, Data Center, Professional Services, Strategy, Financial Services
Education
Boston College Law School
JD, Law
Boston University
BA, Sociology
Hunter College High School
NYC Department of Information Technology & Telecommunications August 2014 - Present
Morgan Stanley July 2013 - June 2014
Marsh & McLennan Companies, Inc. December 2012 - June 2013
Neuberger Berman Group LLC August 2009 - November 2012
Barclays Capital October 2008 - August 2009
Lehman Brothers October 2006 - September 2008
Verizon 1996 - 2006
Department of Information Technology and Telecommunications 1988 - 1996
Skills
Strategic Sourcing, Supplier Diversity, Software Licensing, Global Sourcing, Computer Hardware, Telecommunications, Outsourcing, Vendor Management, Legal Writing, E-procurement, Contract Negotiation, Risk Management, Supply Chain Management, Spend Analysis, supplier relationship..., Oral & Written..., Management and Training, Cross-functional Team..., Sourcing, Supply Management, Business Strategy, Business Process..., Supplier Development, Management, RFP, Leadership, Negotiation, Project Planning, Mergers & Acquisitions, Process Improvement, Data Center, Professional Services, Strategy, Financial Services
Education
Boston College Law School
JD, Law
Boston University
BA, Sociology
Hunter College High School
Richard Simone Richard Simone's Lehman Brothers Experience 1989 - 1992
Job Managing Director Eleven Trust Realty Advisors
Industry Capital Markets
Experience
Eleven Trust Realty Advisors May 2015 - Present
Prince Realty Advisors, LLC June 2014 - May 2015
Besen & Associates October 2012 - May 2014
Millenium Capital Partners 1998 - 2012
Rickel & Associates 1995 - 1997
Alex. Brown & Sons 1992 - 1995
Lehman Brothers 1989 - 1992
Skills
Real Estate, Dispositions, Business Development, Sales, Brokerage, Mergers & Acquisitions, Advertising, Real Estate Economics
Education
Boston University
Bachelor of Science in Business Admininistration, Finance
New York University
New York University
University of Madrid
Took required liberal arts classes in Spanish
Eleven Trust Realty Advisors May 2015 - Present
Prince Realty Advisors, LLC June 2014 - May 2015
Besen & Associates October 2012 - May 2014
Millenium Capital Partners 1998 - 2012
Rickel & Associates 1995 - 1997
Alex. Brown & Sons 1992 - 1995
Lehman Brothers 1989 - 1992
Skills
Real Estate, Dispositions, Business Development, Sales, Brokerage, Mergers & Acquisitions, Advertising, Real Estate Economics
Education
Boston University
Bachelor of Science in Business Admininistration, Finance
New York University
New York University
University of Madrid
Took required liberal arts classes in Spanish
Sean Kelly-Rand Sean Kelly-Rand's Lehman Brothers Experience September 2006 - September 2008
Job Director at Real Estate Capital Partners
Industry Real Estate
Experience
Monday Capital Partners April 2013 - January 2014
Madison International Realty November 2010 - April 2013
Lehman Brothers September 2006 - September 2008
Skills
Private Equity, Investments, Equities, Structured Finance, Real Estate, Joint Ventures, Investment Properties, Loans, Banking, Loan Origination, CMBS, Mutual Funds, Valuation, Asset Management, Real Estate Economics, Due Diligence, Real Estate Private..., Financial Modeling, Capital Markets, Real Estate Development
Education
Columbia Business School 2004 — 2006
Master of Business Administration (M.B.A.), Real Estate Investment, Finance, GMAT - 760
Boston University 1997 — 2001
Bachelor's degree, Economics and Business
Monday Capital Partners April 2013 - January 2014
Madison International Realty November 2010 - April 2013
Lehman Brothers September 2006 - September 2008
Skills
Private Equity, Investments, Equities, Structured Finance, Real Estate, Joint Ventures, Investment Properties, Loans, Banking, Loan Origination, CMBS, Mutual Funds, Valuation, Asset Management, Real Estate Economics, Due Diligence, Real Estate Private..., Financial Modeling, Capital Markets, Real Estate Development
Education
Columbia Business School 2004 — 2006
Master of Business Administration (M.B.A.), Real Estate Investment, Finance, GMAT - 760
Boston University 1997 — 2001
Bachelor's degree, Economics and Business
Jeremy Milikow Jeremy Milikow's Lehman Brothers Experience 1997 - 1998
Job
Industry Events Services
Experience
Pro Music Marketing November 2011 - Present
UrbanRide, Inc January 2000 - Present
Salomon Smith Barney July 1998 - December 1999
Lehman Brothers 1997 - 1998
Skills
Corporate Events, Pharmaceutical Meetings, Logistics Management, Marketing, Software Design, Product Launch, Contract Negotiation, Strategic Planning, Event Management, Sports, Live Events, Event Planning, Start-ups, Entrepreneurship, Business Strategy, New Business Development, Product Development, Trade Shows, Project Planning, Marketing Communications, Marketing Strategy, Strategic Partnerships, Management, Business Development, Product Marketing, Account Management, Public Relations, Negotiation, Strategy, Advertising, Digital Marketing, Sales Management, Budgets, Leadership, Program Management, Social Media Marketing, Business Planning, Product Management, Social Networking, Marketing Management, Team Building, Online Marketing, E-commerce, Sales, Market Research, B2B, Competitive Analysis, Online Advertising, Brand Development, CRM
Education
Massachusetts Institute of Technology 1995 — 1997
SM, Electrical Engineering
Boston University 1992 — 1995
BS, Electrical Engineering
Pro Music Marketing November 2011 - Present
UrbanRide, Inc January 2000 - Present
Salomon Smith Barney July 1998 - December 1999
Lehman Brothers 1997 - 1998
Skills
Corporate Events, Pharmaceutical Meetings, Logistics Management, Marketing, Software Design, Product Launch, Contract Negotiation, Strategic Planning, Event Management, Sports, Live Events, Event Planning, Start-ups, Entrepreneurship, Business Strategy, New Business Development, Product Development, Trade Shows, Project Planning, Marketing Communications, Marketing Strategy, Strategic Partnerships, Management, Business Development, Product Marketing, Account Management, Public Relations, Negotiation, Strategy, Advertising, Digital Marketing, Sales Management, Budgets, Leadership, Program Management, Social Media Marketing, Business Planning, Product Management, Social Networking, Marketing Management, Team Building, Online Marketing, E-commerce, Sales, Market Research, B2B, Competitive Analysis, Online Advertising, Brand Development, CRM
Education
Massachusetts Institute of Technology 1995 — 1997
SM, Electrical Engineering
Boston University 1992 — 1995
BS, Electrical Engineering
Saki Kravitz's Lehman Brothers Experience June 2005 - June 2008
Job ASC Program Manager at Apple
Industry Consumer Electronics
Experience
Apple March 2014 - Present
Apple April 2013 - March 2014
Apple Retail February 2012 - April 2013
Apple Retail April 2010 - April 2012
Lehman Brothers June 2005 - June 2008
Skills
Recruiting, Retail, Sales, Customer Experience, Cross-functional Team..., Training, Merchandising, Profit, Retail Sales, People Development, Succession Planning, Stocks, Situational Leadership, Business Operations, Sourcing, Leadership, Competency Based..., Program Management, Employee Engagement, Video Production
Education
Boston College
Bachelor’s Degree, Political Science, Economics
Apple March 2014 - Present
Apple April 2013 - March 2014
Apple Retail February 2012 - April 2013
Apple Retail April 2010 - April 2012
Lehman Brothers June 2005 - June 2008
Skills
Recruiting, Retail, Sales, Customer Experience, Cross-functional Team..., Training, Merchandising, Profit, Retail Sales, People Development, Succession Planning, Stocks, Situational Leadership, Business Operations, Sourcing, Leadership, Competency Based..., Program Management, Employee Engagement, Video Production
Education
Boston College
Bachelor’s Degree, Political Science, Economics
Michelle Meyer's Lehman Brothers Experience May 2005 - September 2008
Job Economist at Bofa Merrill Lynch
Industry Capital Markets
Experience
Bank of America Merrill Lynch May 2010 - Present
Barclays Capital September 2008 - May 2010
Lehman Brothers May 2005 - September 2008
Skills
Eviews, Haver, Bloomberg Terminal, Econometrics, Real Estate Economics, Macroeconomics, Forecasting, Financial Modeling, Economics
Education
Boston University
Master of Arts (M.A.), Economics
Bank of America Merrill Lynch May 2010 - Present
Barclays Capital September 2008 - May 2010
Lehman Brothers May 2005 - September 2008
Skills
Eviews, Haver, Bloomberg Terminal, Econometrics, Real Estate Economics, Macroeconomics, Forecasting, Financial Modeling, Economics
Education
Boston University
Master of Arts (M.A.), Economics
Katherine Buck's Lehman Brothers Experience June 2008 - August 2008
Job Senior Account Manager at Twitter
Industry Marketing and Advertising
Experience
Twitter August 2015 - Present
VigLink October 2014 - Present
Betterment May 2013 - Present
Betterment April 2013 - September 2014
BlackRock June 2011 - April 2013
LivingSocial September 2011 - September 2012
J.P. Morgan August 2010 - June 2011
JP Morgan June 2009 - July 2010
Lehman Brothers June 2008 - August 2008
Skills
Copywriting, Blogging, Community Management, Social Media..., Retirement Savings, 401k, ETFs, Resume Writing, Finance, Facebook, Social Media, Management, Performance Based..., Social Media Marketing, CRM, Strategy, Marketing, Investments, Microsoft Office, Advertising, Online Advertising
Education
Boston College 2005 — 2009
Bachelor of Arts (B.A.), Philosophy, Communications
Boston College 2005 — 2009
Bachelor's degree, Philosophy
Twitter August 2015 - Present
VigLink October 2014 - Present
Betterment May 2013 - Present
Betterment April 2013 - September 2014
BlackRock June 2011 - April 2013
LivingSocial September 2011 - September 2012
J.P. Morgan August 2010 - June 2011
JP Morgan June 2009 - July 2010
Lehman Brothers June 2008 - August 2008
Skills
Copywriting, Blogging, Community Management, Social Media..., Retirement Savings, 401k, ETFs, Resume Writing, Finance, Facebook, Social Media, Management, Performance Based..., Social Media Marketing, CRM, Strategy, Marketing, Investments, Microsoft Office, Advertising, Online Advertising
Education
Boston College 2005 — 2009
Bachelor of Arts (B.A.), Philosophy, Communications
Boston College 2005 — 2009
Bachelor's degree, Philosophy
Christian Gibbs Christian Gibbs's Lehman Brothers Experience June 1994 - September 1995
Job
Industry Hospital & Health Care
Experience
Solutions Advisors & Retiring by Design August 2014 - Present
Hoboken Dual Language Charter School (HoLa) December 2008 - Present
PropertyPilot June 2013 - July 2014
PropertyPilot May 2011 - May 2013
Solutions Advisors February 2010 - May 2011
American Heritage Communities, Inc. April 2005 - September 2009
Societe Generale February 2001 - April 2005
Unipart Capital LTD September 1998 - January 2001
Deutsche Bank Securities August 1997 - February 1999
Lehman Brothers June 1994 - September 1995
Skills
Commercial Real Estate, Real Estate Development, Real Estate Data &..., Business Development, Business Strategy, Fundraising, Institutional Sales, Private Equity Funding, Senior Debt, Debt Restructuring, Equity Research, Mezzanine Debt, Internet, SaaS, Sales Management, Venture Capital, Real Estate, Senior Care, Start-ups, Structured Finance, Entrepreneurship, Elder Care, Management, Analytics, Strategy, Mergers & Acquisitions, Valuation, Mezzanine, Private Equity, Real Estate Economics, Finance, Equities, Due Diligence, Financial Modeling, Analysis, Investor Relations, Hedge Funds, Emerging Markets, Project Finance, Executive Management, Asset Management, Strategic Planning, Portfolio Management, Funding, Bonds, Investments, Loans, Budgets, Financial Structuring, Investment Banking
Education
Thunderbird School of Global Management 1996 — 1997
Masters of Business
Boston University 1990 — 1994
BA
Solutions Advisors & Retiring by Design August 2014 - Present
Hoboken Dual Language Charter School (HoLa) December 2008 - Present
PropertyPilot June 2013 - July 2014
PropertyPilot May 2011 - May 2013
Solutions Advisors February 2010 - May 2011
American Heritage Communities, Inc. April 2005 - September 2009
Societe Generale February 2001 - April 2005
Unipart Capital LTD September 1998 - January 2001
Deutsche Bank Securities August 1997 - February 1999
Lehman Brothers June 1994 - September 1995
Skills
Commercial Real Estate, Real Estate Development, Real Estate Data &..., Business Development, Business Strategy, Fundraising, Institutional Sales, Private Equity Funding, Senior Debt, Debt Restructuring, Equity Research, Mezzanine Debt, Internet, SaaS, Sales Management, Venture Capital, Real Estate, Senior Care, Start-ups, Structured Finance, Entrepreneurship, Elder Care, Management, Analytics, Strategy, Mergers & Acquisitions, Valuation, Mezzanine, Private Equity, Real Estate Economics, Finance, Equities, Due Diligence, Financial Modeling, Analysis, Investor Relations, Hedge Funds, Emerging Markets, Project Finance, Executive Management, Asset Management, Strategic Planning, Portfolio Management, Funding, Bonds, Investments, Loans, Budgets, Financial Structuring, Investment Banking
Education
Thunderbird School of Global Management 1996 — 1997
Masters of Business
Boston University 1990 — 1994
BA
Julie Mercadante (Farrell)'s Lehman Brothers Experience April 2006 - September 2008
Job Supervisory Analyst/Vice President at Citi
Industry Financial Services
Experience
Citi July 2012 - Present
Barclays Capital September 2008 - July 2012
Lehman Brothers April 2006 - September 2008
Goldman Sachs February 1998 - March 2006
Rodman & Renshaw October 1996 - January 1998
Skills
Series 7, Series 16
Education
Boston College - Carroll School of Management 1990 — 1994
Bachelor of Science (B.S.), Marketing/General Education
Citi July 2012 - Present
Barclays Capital September 2008 - July 2012
Lehman Brothers April 2006 - September 2008
Goldman Sachs February 1998 - March 2006
Rodman & Renshaw October 1996 - January 1998
Skills
Series 7, Series 16
Education
Boston College - Carroll School of Management 1990 — 1994
Bachelor of Science (B.S.), Marketing/General Education
Dr. Matthias Michael Dr. Matthias Michael's Lehman Brothers Experience January 2004 - January 2006
Job Freiberufler bei matthiasmichael.de
Industry Marketing and Advertising
Experience
matthiasmichael.de January 2006 - Present
Lehman Brothers January 2004 - January 2006
Dartmouth College January 2000 - January 2004
Skills
Research, Social Media, Sustainability, Social Media Marketing, Project Management, Strategic Planning, Public Speaking, Marketing Strategy, Entrepreneurship, Business Strategy, Marketing, Microsoft Office, Microsoft Excel, Event Planning, Editing, Social Networking, Business Development, Non-profits, Data Analysis, Spanish
Education
1993 — 1999
1999, Wirtschaft Ingenieurwesen
Dartmouth College
Master's degree
matthiasmichael.de January 2006 - Present
Lehman Brothers January 2004 - January 2006
Dartmouth College January 2000 - January 2004
Skills
Research, Social Media, Sustainability, Social Media Marketing, Project Management, Strategic Planning, Public Speaking, Marketing Strategy, Entrepreneurship, Business Strategy, Marketing, Microsoft Office, Microsoft Excel, Event Planning, Editing, Social Networking, Business Development, Non-profits, Data Analysis, Spanish
Education
1993 — 1999
1999, Wirtschaft Ingenieurwesen
Dartmouth College
Master's degree
Amit Mathur Amit Mathur's Lehman Brothers Experience December 2005 - April 2008
Job Director at UBS
Industry Financial Services
Experience
UBS September 2014 - Present
Citi January 2013 - September 2014
Citi April 2008 - December 2012
Lehman Brothers December 2005 - April 2008
Progress Software (Sonic Software) August 2000 - November 2005
Unique Computing December 1999 - August 2000
L&T Infotech 1997 - 1999
Skills
Vendor Management, Solution Architecture, SDLC, Project Management, Equities, Financial Services, Project Delivery, Team Management, Requirements Analysis, Business Analysis, Solution Development, Management, Investment Banking, Business Development, Enterprise Architecture, Wealth Management, SOA, Offshore Management, Trading Systems, Financial Markets, Private Banking, Equity Research, Asset Management, Technology..., Mobile Technology, Requirements Gathering, IT Strategy, Wealth Management..., Financial Planning and..., Offshore Project..., Solutions Development, Private Wealth..., Mobile Applications, Mobile Strategy, Digital Strategy, Enterprise Mobility, Mobility Strategy, Social Media
Education
Boston University 2003 — 2005
Master of Science (MS), Computer Science
Jai Narain Vyas University 1993 — 1997
B. E., Computer Science
UBS September 2014 - Present
Citi January 2013 - September 2014
Citi April 2008 - December 2012
Lehman Brothers December 2005 - April 2008
Progress Software (Sonic Software) August 2000 - November 2005
Unique Computing December 1999 - August 2000
L&T Infotech 1997 - 1999
Skills
Vendor Management, Solution Architecture, SDLC, Project Management, Equities, Financial Services, Project Delivery, Team Management, Requirements Analysis, Business Analysis, Solution Development, Management, Investment Banking, Business Development, Enterprise Architecture, Wealth Management, SOA, Offshore Management, Trading Systems, Financial Markets, Private Banking, Equity Research, Asset Management, Technology..., Mobile Technology, Requirements Gathering, IT Strategy, Wealth Management..., Financial Planning and..., Offshore Project..., Solutions Development, Private Wealth..., Mobile Applications, Mobile Strategy, Digital Strategy, Enterprise Mobility, Mobility Strategy, Social Media
Education
Boston University 2003 — 2005
Master of Science (MS), Computer Science
Jai Narain Vyas University 1993 — 1997
B. E., Computer Science
Melissa McAleer Melissa McAleer's Lehman Brothers Experience July 2007 - September 2008
Job Head of Compliance Training Americas & AWM Globally at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank August 2014 - Present
JPMorgan Chase August 2012 - August 2014
CIT Group June 2011 - August 2012
Barclays Capital September 2008 - June 2011
Lehman Brothers July 2007 - September 2008
Wolters Kluwer Law & Business May 2004 - July 2007
Morgan Stanley 2000 - 2003
Ballon Stoll Bader & Nadler 1996 - 1998
Skills
Training, Employee Training, E-Learning, Organizational..., Risk Management, Global Training Program..., Training Content..., LMS Administration, Training Reporting &..., Project Management, Change Management, Talent Management, Performance Management, Leadership Development, Vendor Management, Leadership, Program Management, Banking, Capital Markets, Financial Services, Investment Banking, Management, Due Diligence, Consulting, Business Development
Education
New England School of Law 1993 — 1996
JD
Boston University 1988 — 1992
BS, Journalism/Political Science
Deutsche Bank August 2014 - Present
JPMorgan Chase August 2012 - August 2014
CIT Group June 2011 - August 2012
Barclays Capital September 2008 - June 2011
Lehman Brothers July 2007 - September 2008
Wolters Kluwer Law & Business May 2004 - July 2007
Morgan Stanley 2000 - 2003
Ballon Stoll Bader & Nadler 1996 - 1998
Skills
Training, Employee Training, E-Learning, Organizational..., Risk Management, Global Training Program..., Training Content..., LMS Administration, Training Reporting &..., Project Management, Change Management, Talent Management, Performance Management, Leadership Development, Vendor Management, Leadership, Program Management, Banking, Capital Markets, Financial Services, Investment Banking, Management, Due Diligence, Consulting, Business Development
Education
New England School of Law 1993 — 1996
JD
Boston University 1988 — 1992
BS, Journalism/Political Science
Randy Hutton's Lehman Brothers Experience May 2003 - July 2009
Job Managing Partner
Industry Investment Management
Experience
LibertyView Capital Management April 1998 - Present
Lehman Brothers May 2003 - July 2009
Citicorp Securities June 1996 - April 1998
Education
Boston College 1992 — 1996
BS, finance and economics
LibertyView Capital Management April 1998 - Present
Lehman Brothers May 2003 - July 2009
Citicorp Securities June 1996 - April 1998
Education
Boston College 1992 — 1996
BS, finance and economics
Alan Roth, CFA's Lehman Brothers Experience 1997 - 1999
Job Executive Recruiter
Industry Financial Services
Experience
ARB Recruitment Partners April 2014 - Present
The Goodkind Group/Bond Street Group/Strategic Workforce Solutions February 2006 - March 2014
Source Capital 2003 - 2006
Prudential Securities 1999 - 2002
Lehman Brothers 1997 - 1999
Dean Witter Reynolds Inc. 1989 - 1997
Merrill Lynch 1987 - 1989
Skills
Investment Banking, Capital Markets, Valuation, Financial Modeling, M&A, Executive Recruiting, Business Valuation, Corporate Finance, Private Equity, Executive Search, Financial Services, Finance, Hedge Funds, Mergers & Acquisitions, Management, Financial Analysis, Due Diligence, Acquisitions, Fixed Income, Funding, Equities, Corporate Development, Strategy, Business Strategy
Education
Harvard Business School 1984 — 1986
MBA
Boston College 1977 — 1981
BS, Finance, Economics
Penfield High
ARB Recruitment Partners April 2014 - Present
The Goodkind Group/Bond Street Group/Strategic Workforce Solutions February 2006 - March 2014
Source Capital 2003 - 2006
Prudential Securities 1999 - 2002
Lehman Brothers 1997 - 1999
Dean Witter Reynolds Inc. 1989 - 1997
Merrill Lynch 1987 - 1989
Skills
Investment Banking, Capital Markets, Valuation, Financial Modeling, M&A, Executive Recruiting, Business Valuation, Corporate Finance, Private Equity, Executive Search, Financial Services, Finance, Hedge Funds, Mergers & Acquisitions, Management, Financial Analysis, Due Diligence, Acquisitions, Fixed Income, Funding, Equities, Corporate Development, Strategy, Business Strategy
Education
Harvard Business School 1984 — 1986
MBA
Boston College 1977 — 1981
BS, Finance, Economics
Penfield High
Jonathan Karl Jonathan Karl's Lehman Brothers Experience May 2008 - August 2008
Job
Industry Law Practice
Experience
Allen & Overy September 2012 - Present
United States Bankruptcy Court for the District of Delaware January 2012 - May 2012
Haynes and Boone, LLP May 2011 - August 2011
Villanova University May 2010 - August 2010
Lehman Brothers May 2008 - August 2008
Avis Budget Group May 2006 - April 2008
Skills
Legal Research, Legal Writing, Briefing, Lexis, Westlaw, Microsoft Excel, Real Estate Financing, Secured Transactions, Real Estate, Commercial Real Estate, Real Estate Private..., Project Finance, Memos, Microsoft Office, Microsoft Word, Bloomberg Terminal
Education
Villanova University School of Law 2009 — 2012
Doctor of Law (J.D.), Cum Laude
Boston College 2005 — 2009
B.A.
Chaminade High School 2001 — 2005
Allen & Overy September 2012 - Present
United States Bankruptcy Court for the District of Delaware January 2012 - May 2012
Haynes and Boone, LLP May 2011 - August 2011
Villanova University May 2010 - August 2010
Lehman Brothers May 2008 - August 2008
Avis Budget Group May 2006 - April 2008
Skills
Legal Research, Legal Writing, Briefing, Lexis, Westlaw, Microsoft Excel, Real Estate Financing, Secured Transactions, Real Estate, Commercial Real Estate, Real Estate Private..., Project Finance, Memos, Microsoft Office, Microsoft Word, Bloomberg Terminal
Education
Villanova University School of Law 2009 — 2012
Doctor of Law (J.D.), Cum Laude
Boston College 2005 — 2009
B.A.
Chaminade High School 2001 — 2005
Edward Carr, CFA Edward Carr, CFA's Lehman Brothers Experience July 1998 - August 2007
Job Trader at Jacobs Levy Equity Management
Industry Financial Services
Experience
Jacobs Levy Equity Management October 2009 - Present
BNP Paribas October 2007 - September 2009
Lehman Brothers July 1998 - August 2007
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance
Boston College 1994 — 1998
BS, Finance
Jacobs Levy Equity Management October 2009 - Present
BNP Paribas October 2007 - September 2009
Lehman Brothers July 1998 - August 2007
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance
Boston College 1994 — 1998
BS, Finance
Larry Richardson Larry Richardson's Lehman Brothers Experience 1986 - 1996
Job Managing Director at Evercore ISI
Industry Financial Services
Experience
Evercore ISI November 2014 - Present
RBC Capital Markets 2007 - 2014
First Albany Capital 2001 - 2006
Volpe Brown Whelan 1997 - 2000
Lehman Brothers 1986 - 1996
Skills
Equities, Capital Markets, Hedge Funds, Valuation, Equity Research, Investment Banking, Financial Modeling, Bloomberg, Investments, Alternative Investments, Private Equity, Asset Management, Portfolio Management, Series 7
Education
Boston University
MBA, Finance
University of Southern California 1977 — 1981
BS, Business administration
Evercore ISI November 2014 - Present
RBC Capital Markets 2007 - 2014
First Albany Capital 2001 - 2006
Volpe Brown Whelan 1997 - 2000
Lehman Brothers 1986 - 1996
Skills
Equities, Capital Markets, Hedge Funds, Valuation, Equity Research, Investment Banking, Financial Modeling, Bloomberg, Investments, Alternative Investments, Private Equity, Asset Management, Portfolio Management, Series 7
Education
Boston University
MBA, Finance
University of Southern California 1977 — 1981
BS, Business administration
Raymond L Struble's Lehman Brothers Experience June 1982 - January 1997
Job Limited Partner Adirondack Club and Resort
Industry Investment Banking
Experience
Adirondack Club and Resort 2008 - Present
Brian McNaught and Associates 1976 - Present
Retired and enjoying life January 1997 - December 2008
Lehman Brothers June 1982 - January 1997
Skills
Fixed Income, Capital Markets, Business Management, Alternative Investments, Series 7, Equities, Change Management, Coaching, Budgets, Team Building, Business Strategy, Asset Managment, Trading, Asset Management, Financial Analysis, Risk Management, Investment Banking, Management, Mergers & Acquisitions, Securities
Education
Boston College 1976 — 1979
BA, Psychology, Business
University of Notre Dame 1969 — 1971
Adirondack Club and Resort 2008 - Present
Brian McNaught and Associates 1976 - Present
Retired and enjoying life January 1997 - December 2008
Lehman Brothers June 1982 - January 1997
Skills
Fixed Income, Capital Markets, Business Management, Alternative Investments, Series 7, Equities, Change Management, Coaching, Budgets, Team Building, Business Strategy, Asset Managment, Trading, Asset Management, Financial Analysis, Risk Management, Investment Banking, Management, Mergers & Acquisitions, Securities
Education
Boston College 1976 — 1979
BA, Psychology, Business
University of Notre Dame 1969 — 1971
Paula Marcus Paula Marcus's Lehman Brothers Experience January 2009 - February 2009
Job Organization, research, and database work.
Industry Legal Services
Experience
Projects January 2013 - Present
Shearman & Sterling LLP December 2012 - December 2012
Gibson, Dunn & Crutcher LLP May 2012 - May 2012
Cleary Gottlieb Steen & Hamilton LLP June 2011 - September 2011
Hoffinger Stern & Ross March 2011 - May 2011
Teitler & Teitler October 2010 - December 2010
Mound Cortton Wollan & Greengrass May 2010 - August 2010
Lehman Brothers January 2009 - February 2009
Ameritrans Capital Corporation August 2008 - September 2008
UBS March 2008 - March 2008
Skills
Corporate Law, Litigation, Document Review, Legal Assistance, Legal Research, Litigation Support, Legal Writing, Corporate Governance, Due Diligence, Contract Negotiation, Capital Markets
Education
Boston University
BA, Political Science
New York University
Paralegal Certificate, Business & Finance
Projects January 2013 - Present
Shearman & Sterling LLP December 2012 - December 2012
Gibson, Dunn & Crutcher LLP May 2012 - May 2012
Cleary Gottlieb Steen & Hamilton LLP June 2011 - September 2011
Hoffinger Stern & Ross March 2011 - May 2011
Teitler & Teitler October 2010 - December 2010
Mound Cortton Wollan & Greengrass May 2010 - August 2010
Lehman Brothers January 2009 - February 2009
Ameritrans Capital Corporation August 2008 - September 2008
UBS March 2008 - March 2008
Skills
Corporate Law, Litigation, Document Review, Legal Assistance, Legal Research, Litigation Support, Legal Writing, Corporate Governance, Due Diligence, Contract Negotiation, Capital Markets
Education
Boston University
BA, Political Science
New York University
Paralegal Certificate, Business & Finance
David Teolis David Teolis's Lehman Brothers Experience May 1989 - December 1992
Job Investment Professional at Starwood Capital Group
Industry Investment Management
Experience
Starwood Capital Group November 2014 - Present
Gray Birch Services LLC August 2014 - Present
Perpetual Recycling Solutions July 2014 - March 2015
BNP Paribas Asset Management August 2009 - February 2013
Klirmark Capital January 2008 - November 2009
Forest Investment Management May 2002 - October 2007
Nomura Holdings America January 1993 - March 2002
Lehman Brothers May 1989 - December 1992
Drexel Burnham Lambert 1986 - 1989
Skills
Equities, Portfolio Management, High Yield, Hedge Funds, Asset Management, Fixed Income, Investments, Bonds, Capital Markets, Investment Strategies, Bloomberg, Alternative Investments, Structured Products, Securities, Asset Managment, Derivatives, Equity Research, Private Equity, Credit Derivatives, Mutual Funds, Leveraged Finance, Investment Management, Investment Banking, Emerging Markets, Options, Capital Structure, Financial Structuring, CDS, Fund Of Funds, Relative Value, Financial Markets, CDO, Trading, Equity Derivatives, Asset Allocation, Structured Finance, Valuation, Credit, Board of Directors
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance
Boston University 1985 — 1989
BA, Economics
Providence Country Day School
High School
Starwood Capital Group November 2014 - Present
Gray Birch Services LLC August 2014 - Present
Perpetual Recycling Solutions July 2014 - March 2015
BNP Paribas Asset Management August 2009 - February 2013
Klirmark Capital January 2008 - November 2009
Forest Investment Management May 2002 - October 2007
Nomura Holdings America January 1993 - March 2002
Lehman Brothers May 1989 - December 1992
Drexel Burnham Lambert 1986 - 1989
Skills
Equities, Portfolio Management, High Yield, Hedge Funds, Asset Management, Fixed Income, Investments, Bonds, Capital Markets, Investment Strategies, Bloomberg, Alternative Investments, Structured Products, Securities, Asset Managment, Derivatives, Equity Research, Private Equity, Credit Derivatives, Mutual Funds, Leveraged Finance, Investment Management, Investment Banking, Emerging Markets, Options, Capital Structure, Financial Structuring, CDS, Fund Of Funds, Relative Value, Financial Markets, CDO, Trading, Equity Derivatives, Asset Allocation, Structured Finance, Valuation, Credit, Board of Directors
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance
Boston University 1985 — 1989
BA, Economics
Providence Country Day School
High School
Sarah Naegele's Lehman Brothers Experience 2007 - 2010
Job Barclays Equities Electronic Trading, Vice President
Industry Financial Services
Experience
Barclays Investment Bank 2010 - Present
Lehman Brothers 2007 - 2010
Commonwealth Bank of Australia 2006 - 2006
Skills
Series 7, 63, 55, 3, Equities, Investor Relations, Bloomberg, Electronic Trading
Education
Boston College 2003 — 2007
Bachelor of Arts, Communications
Barclays Investment Bank 2010 - Present
Lehman Brothers 2007 - 2010
Commonwealth Bank of Australia 2006 - 2006
Skills
Series 7, 63, 55, 3, Equities, Investor Relations, Bloomberg, Electronic Trading
Education
Boston College 2003 — 2007
Bachelor of Arts, Communications
Alex Cushner's Lehman Brothers Experience October 2000 - June 2005
Job Managing Director at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 2011 - Present
Credit Suisse June 2005 - September 2011
Lehman Brothers October 2000 - June 2005
Cowen and Company February 1995 - October 2000
RBC June 1993 - February 1995
Lehman Brothers November 1992 - July 1993
Skills
Wealth Management, Portfolio Management, Estate Planning, Investments, Client Service Oriented
Education
Boston College
Robert W. Baird & Co. September 2011 - Present
Credit Suisse June 2005 - September 2011
Lehman Brothers October 2000 - June 2005
Cowen and Company February 1995 - October 2000
RBC June 1993 - February 1995
Lehman Brothers November 1992 - July 1993
Skills
Wealth Management, Portfolio Management, Estate Planning, Investments, Client Service Oriented
Education
Boston College
David Bakst David Bakst's Lehman Brothers Experience September 2000 - July 2004
Job Partner at Mayer Brown LLP
Industry Capital Markets
Experience
Mayer Brown LLP February 2010 - Present
Eiseman Levine June 2009 - February 2010
Sidley Austin September 2004 - June 2009
Lehman Brothers September 2000 - July 2004
Brown & Wood (Now Sidley Austin) August 1996 - August 2000
Skills
Corporate Finance, Securities, Capital Markets, SEC reporting, Corporate Law, Private Placements, Equity Capital Markets, Securities Offerings, Securities Regulation, Private Equity, Corporate Governance, Due Diligence, IPO, Venture Capital, Structured Finance, Joint Ventures
Education
Boston College Law School 1994 — 1996
J.D., Law
Northwestern University 1989 — 1993
Bachelors, Political Science
Mayer Brown LLP February 2010 - Present
Eiseman Levine June 2009 - February 2010
Sidley Austin September 2004 - June 2009
Lehman Brothers September 2000 - July 2004
Brown & Wood (Now Sidley Austin) August 1996 - August 2000
Skills
Corporate Finance, Securities, Capital Markets, SEC reporting, Corporate Law, Private Placements, Equity Capital Markets, Securities Offerings, Securities Regulation, Private Equity, Corporate Governance, Due Diligence, IPO, Venture Capital, Structured Finance, Joint Ventures
Education
Boston College Law School 1994 — 1996
J.D., Law
Northwestern University 1989 — 1993
Bachelors, Political Science
Dan Ronan's Lehman Brothers Experience January 2007 - July 2008
Job Senior Director at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management May 2013 - Present
BNY Mellon Wealth Management April 2010 - April 2013
BNY Mellon Wealth Management July 2008 - March 2010
Lehman Brothers January 2007 - July 2008
Law Office of Daniel J. Moynihan May 2005 - January 2007
Bernkopf Goodman LLP September 2003 - November 2004
New Haven Knights 2001 - 2002
Fort Wayne Komets 1999 - 2001
Skills
Investment Management, Private Banking, Estate Planning, Investments, Wealth Management, High Net Worth..., Management, Portfolio Management, Securities, Strategic Financial..., Wealth, Wealth Management...
Education
Boston University School of Law 2002 — 2005
JD
Boston University 1995 — 1999
BS, cum laude, Public Relations
Belmont Hill School 1987 — 1994
BNY Mellon Wealth Management May 2013 - Present
BNY Mellon Wealth Management April 2010 - April 2013
BNY Mellon Wealth Management July 2008 - March 2010
Lehman Brothers January 2007 - July 2008
Law Office of Daniel J. Moynihan May 2005 - January 2007
Bernkopf Goodman LLP September 2003 - November 2004
New Haven Knights 2001 - 2002
Fort Wayne Komets 1999 - 2001
Skills
Investment Management, Private Banking, Estate Planning, Investments, Wealth Management, High Net Worth..., Management, Portfolio Management, Securities, Strategic Financial..., Wealth, Wealth Management...
Education
Boston University School of Law 2002 — 2005
JD
Boston University 1995 — 1999
BS, cum laude, Public Relations
Belmont Hill School 1987 — 1994
Alex Mazier Alex Mazier's Lehman Brothers Experience March 2001 - March 2004
Job Portfolio Manager at Sandell Asset Management
Industry Investment Management
Experience
Sandell Asset Management March 2004 - Present
Lehman Brothers March 2001 - March 2004
Education
New York University, Stern School of Business
Master of Business Administration (MBA), Finance
Boston College
Master of Science (MS), Economics
Milton Academy
Sandell Asset Management March 2004 - Present
Lehman Brothers March 2001 - March 2004
Education
New York University, Stern School of Business
Master of Business Administration (MBA), Finance
Boston College
Master of Science (MS), Economics
Milton Academy
André (Andy) Gelinas André (Andy) Gelinas's Lehman Brothers Experience September 2004 - September 2008
Job Legal Counsel, Financial Services Regulation and Financial Crimes
Industry Legal Services
Experience
Morgan Stanley October 2014 - Present
Qatar Financial Centre Regulatory Authority July 2010 - July 2014
US Securities and Exchange Commission October 2008 - June 2010
Lehman Brothers September 2004 - September 2008
Schulte Roth & Zabel LLP July 2002 - September 2004
US Securities and Exchange Commission October 2000 - July 2002
Fidelity Investments 1999 - 2000
Tung Tai Asset Management Ltd. 1994 - 1994
Skills
Corporate Governance, Securities Regulation, AML, Economic Sanctions, Financial Regulation, Banking, Internal Investigations, Legal Research, Financial Services, Legal Writing, Financial Services..., Regulatory Affairs, OFAC, Securities, Investment Banking, Hedge Funds, Investments, Due Diligence, Finance, Anti Money Laundering, Asset Management, Corporate Law
Education
Suffolk University Law School 1997 — 2000
Juris Doctorate (J.D.), Focus on corporate law and financial services and regulation
Boston College 1993 — 1997
B.A., Literature; Western culture
Cushing Academy 1989 — 1993
Diploma
Morgan Stanley October 2014 - Present
Qatar Financial Centre Regulatory Authority July 2010 - July 2014
US Securities and Exchange Commission October 2008 - June 2010
Lehman Brothers September 2004 - September 2008
Schulte Roth & Zabel LLP July 2002 - September 2004
US Securities and Exchange Commission October 2000 - July 2002
Fidelity Investments 1999 - 2000
Tung Tai Asset Management Ltd. 1994 - 1994
Skills
Corporate Governance, Securities Regulation, AML, Economic Sanctions, Financial Regulation, Banking, Internal Investigations, Legal Research, Financial Services, Legal Writing, Financial Services..., Regulatory Affairs, OFAC, Securities, Investment Banking, Hedge Funds, Investments, Due Diligence, Finance, Anti Money Laundering, Asset Management, Corporate Law
Education
Suffolk University Law School 1997 — 2000
Juris Doctorate (J.D.), Focus on corporate law and financial services and regulation
Boston College 1993 — 1997
B.A., Literature; Western culture
Cushing Academy 1989 — 1993
Diploma
John McCann John McCann's Lehman Brothers Experience June 2007 - August 2007
Job Vice President Global Power & Utilities at Barclays Capital
Industry Banking
Experience
Barclays Capital January 2012 - Present
Barclays Capital September 2008 - January 2012
Lehman Brothers June 2007 - August 2007
NERA Economic Consulting January 2004 - June 2006
e-Acumen 2001 - 2003
Skills
Valuation, Economics, Investment Banking, Renewable Energy, Financial Modeling, Corporate Finance, Excel, Financial Analysis, Mergers, Energy, Capital Markets, Finance, Mergers, Due Diligence, Private Equity, Management Consulting, Investments, Business Strategy
Education
University of Virginia - Darden Graduate School of Business Administration 2006 — 2008
Masters Business Administration (MBA)
Boston University 1996 — 2000
BSBA, Marketing
Barclays Capital January 2012 - Present
Barclays Capital September 2008 - January 2012
Lehman Brothers June 2007 - August 2007
NERA Economic Consulting January 2004 - June 2006
e-Acumen 2001 - 2003
Skills
Valuation, Economics, Investment Banking, Renewable Energy, Financial Modeling, Corporate Finance, Excel, Financial Analysis, Mergers, Energy, Capital Markets, Finance, Mergers, Due Diligence, Private Equity, Management Consulting, Investments, Business Strategy
Education
University of Virginia - Darden Graduate School of Business Administration 2006 — 2008
Masters Business Administration (MBA)
Boston University 1996 — 2000
BSBA, Marketing
Dow Drukker's Lehman Brothers Experience 1996 - 1998
Job SVP Institutional Equity Research Sales at Northland Capital Markets
Industry Capital Markets
Experience
CapStone Investments Senior Vice President Institutional Equity Research SalesNorthland Capital MarketsMay 2014 - Present
Ascendiant Capital Markets 2013 - 2014
Ferris Baker Watts 2004 - 2008
Arnhold and S. Bleichroeder 1998 - 2001
Lehman Brothers 1996 - 1998
Skills
Trading, Equity Research, Asset Managment, Portfolio Management, Valuation, Bloomberg, Equities, Series 7, Capital Markets, Investments, Financial Markets, Series 63, Equity Trading, Hedge Funds, Securities, Alternative Investments, Investment Banking, Equity Valuation
Education
Boston College
Graduate Courses
Boston University
CapStone Investments Senior Vice President Institutional Equity Research SalesNorthland Capital MarketsMay 2014 - Present
Ascendiant Capital Markets 2013 - 2014
Ferris Baker Watts 2004 - 2008
Arnhold and S. Bleichroeder 1998 - 2001
Lehman Brothers 1996 - 1998
Skills
Trading, Equity Research, Asset Managment, Portfolio Management, Valuation, Bloomberg, Equities, Series 7, Capital Markets, Investments, Financial Markets, Series 63, Equity Trading, Hedge Funds, Securities, Alternative Investments, Investment Banking, Equity Valuation
Education
Boston College
Graduate Courses
Boston University
Richard Redmond Richard Redmond's Lehman Brothers Experience August 1985 - June 2004
Job General Partner at CAI LLC
Industry Investment Management
Experience
CAI LLC 2010 - Present
Oldchester Capital LLC 2009 - 2010
Caspian Capital Management June 2004 - January 2009
Lehman Brothers August 1985 - June 2004
Arthur Andersen Consulting 1981 - 1983
Skills
Hedge Funds, Fixed Income, Alternative Investments, Capital Markets, Private Equity, Equities, Valuation, Asset Managment, Investments, Trading, Portfolio Management, Derivatives, Securities, Bonds
Education
New York University - Leonard N. Stern School of Business 1983 — 1985
MBA
Boston College 1977 — 1981
BS, Economics
Newark Academy 1973 — 1977
CAI LLC 2010 - Present
Oldchester Capital LLC 2009 - 2010
Caspian Capital Management June 2004 - January 2009
Lehman Brothers August 1985 - June 2004
Arthur Andersen Consulting 1981 - 1983
Skills
Hedge Funds, Fixed Income, Alternative Investments, Capital Markets, Private Equity, Equities, Valuation, Asset Managment, Investments, Trading, Portfolio Management, Derivatives, Securities, Bonds
Education
New York University - Leonard N. Stern School of Business 1983 — 1985
MBA
Boston College 1977 — 1981
BS, Economics
Newark Academy 1973 — 1977
Daniel Colao's Lehman Brothers Experience March 2007 - July 2008
Job Financial Planning Leader at GE Capital
Industry Financial Services
Experience
GE Capital January 2011 - Present
Synchrony Financial 2013 - Present
General Electric August 2008 - December 2010
Lehman Brothers March 2007 - July 2008
General Electric June 1988 - March 2007
Skills
Financial Analysis, Financial Modeling, Financial Planning, Corporate Finance, Leadership, Finance, Risk Management, Due Diligence, Process Improvement, Mergers & Acquisitions, Management, Strategy, Valuation, Strategic Financial..., Financial Reporting, Strategic Planning, Financial Services, Change Management, Business Strategy
Education
Boston College 1984 — 1988
BS, Finance
GE Capital January 2011 - Present
Synchrony Financial 2013 - Present
General Electric August 2008 - December 2010
Lehman Brothers March 2007 - July 2008
General Electric June 1988 - March 2007
Skills
Financial Analysis, Financial Modeling, Financial Planning, Corporate Finance, Leadership, Finance, Risk Management, Due Diligence, Process Improvement, Mergers & Acquisitions, Management, Strategy, Valuation, Strategic Financial..., Financial Reporting, Strategic Planning, Financial Services, Change Management, Business Strategy
Education
Boston College 1984 — 1988
BS, Finance
Rohan Phansalkar, CFP®'s Lehman Brothers Experience August 2004 - September 2008
Job
Industry Financial Services
Experience
United States Department of Defense January 2011 - Present
Barclays Wealth September 2008 - January 2011
Lehman Brothers August 2004 - September 2008
Bear Stearns 1996 - 2002
Skills
Portfolio Management, Fixed Income, Equities, Hedge Funds, Investments, Personal Financial..., Structured Products, Hedging, Equity Derivatives, Financial Analysis, Asset Management
Education
Yale University - Yale School of Management 2002 — 2004
MBA, Finance
Boston College 1991 — 1995
BA
United States Department of Defense January 2011 - Present
Barclays Wealth September 2008 - January 2011
Lehman Brothers August 2004 - September 2008
Bear Stearns 1996 - 2002
Skills
Portfolio Management, Fixed Income, Equities, Hedge Funds, Investments, Personal Financial..., Structured Products, Hedging, Equity Derivatives, Financial Analysis, Asset Management
Education
Yale University - Yale School of Management 2002 — 2004
MBA, Finance
Boston College 1991 — 1995
BA
Arielle Jacobs's Lehman Brothers Experience September 2005 - July 2008
Job Operations Manager at ARZA
Industry Financial Services
Experience
ARZA July 2014 - Present
Women of Reform Judaism October 2013 - June 2014
Women of Reform Judaism December 2012 - September 2013
Bank of America November 2010 - December 2011
Lehman Brothers September 2005 - July 2008
Skills
PowerPoint, Excel, Outlook, Word, Microsoft Office, PeopleSoft, Leadership, Microsoft Word, Microsoft Excel, Research, Performance Management, Employee Relations, Human Resources, Social Media Marketing, Training, Time Management, Business Strategy, Personnel Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2010
MBA, Leadership and Management
Tufts University 2001 — 2005
BA, Philosophy and Judaic Studies
ARZA July 2014 - Present
Women of Reform Judaism October 2013 - June 2014
Women of Reform Judaism December 2012 - September 2013
Bank of America November 2010 - December 2011
Lehman Brothers September 2005 - July 2008
Skills
PowerPoint, Excel, Outlook, Word, Microsoft Office, PeopleSoft, Leadership, Microsoft Word, Microsoft Excel, Research, Performance Management, Employee Relations, Human Resources, Social Media Marketing, Training, Time Management, Business Strategy, Personnel Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2010
MBA, Leadership and Management
Tufts University 2001 — 2005
BA, Philosophy and Judaic Studies
Charles Radcliffe's Lehman Brothers Experience January 1990 - May 1992
Job Managing Director at First Republic Bank
Industry Financial Services
Experience
First Republic Securities Company October 2009 - Present
Morgan Stanley Smith Barney May 1992 - October 2009
Lehman Brothers January 1990 - May 1992
Bond Investors Guaranty March 1987 - December 1989
Dean Witter December 1983 - March 1987
Mudge Rose Guthrie Alexander & Ferdon January 1980 - December 1983
Education
New York Law School 1977 — 1980
JD
Boston College 1970 — 1974
Bachelor of Arts (B.A.), economics
regis high school 1966 — 1970
First Republic Securities Company October 2009 - Present
Morgan Stanley Smith Barney May 1992 - October 2009
Lehman Brothers January 1990 - May 1992
Bond Investors Guaranty March 1987 - December 1989
Dean Witter December 1983 - March 1987
Mudge Rose Guthrie Alexander & Ferdon January 1980 - December 1983
Education
New York Law School 1977 — 1980
JD
Boston College 1970 — 1974
Bachelor of Arts (B.A.), economics
regis high school 1966 — 1970
Dennis Charolle's Lehman Brothers Experience October 2002 - March 2003
Job VP Operations, inSegment, Inc.
Industry Legal Services
Experience
Business Immigration Group March 2014 - Present
inSegment 2013 - Present
Charolle Law May 2011 - Present
inSegment, Inc. 2011 - Present
Visitor Guide Publishing, Inc. May 1999 - Present
Visitor Guide Publishing, Inc. 2008 - 2009
UVA Carribean Fusion Corp. 2005 - 2008
The Greenroom January 2002 - December 2004
Lehman Brothers October 2002 - March 2003
RBC April 2002 - September 2002
Skills
Start-ups, Corporate Law, Legal Writing, Joint Ventures, Licensing, Private Equity, Due Diligence, Venture Capital, Commercial Litigation, Contract Negotiation, Mergers & Acquisitions, Corporate Governance, Franchising, Publishing, Intellectual Property, Corporate Finance, Legal Research, International Trade, Small Business, International Project..., Business Planning, Business Development, Corporate Development, Strategy, Arbitration, Litigation, Real Estate, Cross-border..., Property Law, Securities Regulation, E-commerce, Capital Markets, Courts, Appeals, Entrepreneurship, Civil Litigation, Personal Injury, Private Wealth growth..., bitcoin, bitcoin trading, Alternative Dispute..., Social Media
Education
Suffolk University Law School 1996 — 1999
Juris Doctorate, Business/Commerce, General
Boston University 1992 — 1996
BA, International Relations
Business Immigration Group March 2014 - Present
inSegment 2013 - Present
Charolle Law May 2011 - Present
inSegment, Inc. 2011 - Present
Visitor Guide Publishing, Inc. May 1999 - Present
Visitor Guide Publishing, Inc. 2008 - 2009
UVA Carribean Fusion Corp. 2005 - 2008
The Greenroom January 2002 - December 2004
Lehman Brothers October 2002 - March 2003
RBC April 2002 - September 2002
Skills
Start-ups, Corporate Law, Legal Writing, Joint Ventures, Licensing, Private Equity, Due Diligence, Venture Capital, Commercial Litigation, Contract Negotiation, Mergers & Acquisitions, Corporate Governance, Franchising, Publishing, Intellectual Property, Corporate Finance, Legal Research, International Trade, Small Business, International Project..., Business Planning, Business Development, Corporate Development, Strategy, Arbitration, Litigation, Real Estate, Cross-border..., Property Law, Securities Regulation, E-commerce, Capital Markets, Courts, Appeals, Entrepreneurship, Civil Litigation, Personal Injury, Private Wealth growth..., bitcoin, bitcoin trading, Alternative Dispute..., Social Media
Education
Suffolk University Law School 1996 — 1999
Juris Doctorate, Business/Commerce, General
Boston University 1992 — 1996
BA, International Relations
Allison Mitkowski's Lehman Brothers Experience May 2004 - January 2007
Job Marketing & Communications Specialist
Industry Marketing and Advertising
Experience
Little Foot Communications August 2011 - Present
Nestlé Purina North America September 2013 - November 2014
Team USA Arizona January 2011 - January 2012
United Way of Northern Arizona November 2009 - December 2010
Yale School of Management January 2007 - November 2009
Lehman Brothers May 2004 - January 2007
Various Newspapers June 1998 - May 2004
Skills
Editing, Technical Writing, Creative Writing, Newsletters, Copywriting, Proofreading, Creative Nonfiction..., Report Writing, News Writing, Magazine Articles, Columns, Research, Writing & Editing, Business Writing, Annual Reports, Advertorials, Public Speaking, Event Planning, Nonprofits
Education
Boston University 2002 — 2004
Master of Science (MS), Journalism, Graduated with Distinction
University of Connecticut 1996 — 2000
Bachelor of Arts (B.A.), Journalism
Little Foot Communications August 2011 - Present
Nestlé Purina North America September 2013 - November 2014
Team USA Arizona January 2011 - January 2012
United Way of Northern Arizona November 2009 - December 2010
Yale School of Management January 2007 - November 2009
Lehman Brothers May 2004 - January 2007
Various Newspapers June 1998 - May 2004
Skills
Editing, Technical Writing, Creative Writing, Newsletters, Copywriting, Proofreading, Creative Nonfiction..., Report Writing, News Writing, Magazine Articles, Columns, Research, Writing & Editing, Business Writing, Annual Reports, Advertorials, Public Speaking, Event Planning, Nonprofits
Education
Boston University 2002 — 2004
Master of Science (MS), Journalism, Graduated with Distinction
University of Connecticut 1996 — 2000
Bachelor of Arts (B.A.), Journalism
Jeremiah Stafford's Lehman Brothers Experience December 2003 - September 2008
Job Director at Chapdelaine & Co.
Industry Financial Services
Experience
Chapdelaine & Co. September 2014 - Present
JBS Capital March 2011 - Present
MLP-Catapult January 2014 - August 2014
Citi January 2010 - November 2010
Barclays Investment Bank September 2008 - October 2009
Lehman Brothers December 2003 - September 2008
Amaranth June 2002 - November 2003
ING Nederland July 1997 - February 2002
Skills
Derivatives, Portfolio Management, Equities, Capital Markets, Fixed Income, Trading, Credit, Bloomberg, Credit Derivatives, Bonds, Investments, Asset Management
Education
Boston College 1993 — 1996
Bachelor of Science (B.S.), Finance, General
Brophy College Preparatory
High School
Chapdelaine & Co. September 2014 - Present
JBS Capital March 2011 - Present
MLP-Catapult January 2014 - August 2014
Citi January 2010 - November 2010
Barclays Investment Bank September 2008 - October 2009
Lehman Brothers December 2003 - September 2008
Amaranth June 2002 - November 2003
ING Nederland July 1997 - February 2002
Skills
Derivatives, Portfolio Management, Equities, Capital Markets, Fixed Income, Trading, Credit, Bloomberg, Credit Derivatives, Bonds, Investments, Asset Management
Education
Boston College 1993 — 1996
Bachelor of Science (B.S.), Finance, General
Brophy College Preparatory
High School
samer nsouli's Lehman Brothers Experience July 1992 - March 1995
Job Chief Investment Officer at Lyford Group International
Industry Investment Management
Experience
Lyford Group International Chief investment officerLyford Group InternationalJanuary 2002 - Present
J.P MORGAN CHASE January 2001 - January 2002
SCORPIO FUND ADVISORS, INC January 1997 - January 2001
FUJI BANK January 1996 - January 1997
Union Bank of Switzerland March 1995 - December 1996
Lehman Brothers July 1992 - March 1995
Drexel Burnham Lambert July 1988 - February 1990
Skills
Hedge Funds, Asset Management, Fixed Income, Equities, Portfolio Management, Bloomberg, Derivatives, Financial Markets, Alternative Investments, Asset Allocation, Investment Strategies, Investment Management, Investment Advisory, Fund Of Funds, Equity Research
Education
Columbia University - Columbia Business School 1990 — 1992
Master of Business Administration (MBA), Finance, General
Boston College 1984 — 1988
Bachelor of Science (BS), Finance, General
Boston College
COLUMBIA BUSINESS SCHOOL
MBA, FINANCE
Lyford Group International Chief investment officerLyford Group InternationalJanuary 2002 - Present
J.P MORGAN CHASE January 2001 - January 2002
SCORPIO FUND ADVISORS, INC January 1997 - January 2001
FUJI BANK January 1996 - January 1997
Union Bank of Switzerland March 1995 - December 1996
Lehman Brothers July 1992 - March 1995
Drexel Burnham Lambert July 1988 - February 1990
Skills
Hedge Funds, Asset Management, Fixed Income, Equities, Portfolio Management, Bloomberg, Derivatives, Financial Markets, Alternative Investments, Asset Allocation, Investment Strategies, Investment Management, Investment Advisory, Fund Of Funds, Equity Research
Education
Columbia University - Columbia Business School 1990 — 1992
Master of Business Administration (MBA), Finance, General
Boston College 1984 — 1988
Bachelor of Science (BS), Finance, General
Boston College
COLUMBIA BUSINESS SCHOOL
MBA, FINANCE
Mark Sue Mark Sue's Lehman Brothers Experience June 1996 - April 2001
Job Managing Director at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets March 2004 - Present
C.E. Unterberg, Towbin August 2002 - March 2004
Goldman Sachs April 2001 - July 2001
Lehman Brothers June 1996 - April 2001
Skills
Equities, Telecommunications, Equity Research, Business Strategy, Financial Modeling, Mergers & Acquisitions, Valuation, Investment Banking, Fixed Income, Wireless, Management, Networking, Capital Markets, Hedge Funds, Portfolio Management, SaaS, Corporate Finance, Trading, Private Equity, Investments, Start-ups, Financial Analysis, Emotional Intelligence, Financial Reporting, Alternative Investments, Business Development, Mergers, Network Security, Mobile Devices, Industry Studies, Accounting, Capital Allocation, Internet of Things
Education
Boston University
Bachelor of Science, Engineering
Embry-Riddle Aeronautical University
Masters
Fairleigh Dickinson University-Metropolitan Campus
Master's Degree, Accounting
Harvard Business School Exec. Education
Stanford GSB Executive Education
Wharton Business School, Executive Education
Corporate Strategy
RBC Capital Markets March 2004 - Present
C.E. Unterberg, Towbin August 2002 - March 2004
Goldman Sachs April 2001 - July 2001
Lehman Brothers June 1996 - April 2001
Skills
Equities, Telecommunications, Equity Research, Business Strategy, Financial Modeling, Mergers & Acquisitions, Valuation, Investment Banking, Fixed Income, Wireless, Management, Networking, Capital Markets, Hedge Funds, Portfolio Management, SaaS, Corporate Finance, Trading, Private Equity, Investments, Start-ups, Financial Analysis, Emotional Intelligence, Financial Reporting, Alternative Investments, Business Development, Mergers, Network Security, Mobile Devices, Industry Studies, Accounting, Capital Allocation, Internet of Things
Education
Boston University
Bachelor of Science, Engineering
Embry-Riddle Aeronautical University
Masters
Fairleigh Dickinson University-Metropolitan Campus
Master's Degree, Accounting
Harvard Business School Exec. Education
Stanford GSB Executive Education
Wharton Business School, Executive Education
Corporate Strategy
James Cicalo's Lehman Brothers Experience May 2008 - June 2008
Job Assistant Vice President Private Banking & Wealth Management
Industry Financial Services
Experience
Credit Suisse December 2014 - Present
Credit Suisse July 2012 - December 2014
Credit Suisse June 2011 - August 2011
Credit Suisse June 2010 - August 2010
Credit Suisse July 2009 - August 2009
Lehman Brothers May 2008 - June 2008
Skills
Bloomberg, Financial Modeling, Alternative Investments, Risk Management, Hedge Funds, Financial Services, Finance, Venture Capital, Analysis, Business Analysis, Strategic Financial..., Fixed Income, Equities, Capital Markets, Valuation, Financial Analysis, Asset Management, Economics, Data Analysis, Investments, Mutual Funds, Microsoft Excel, Wealth Management, Investment Strategies, Financial Markets, Mergers, PowerPoint, Financial Reporting, Quantitative Analytics, Relationship Management, Equity Research, Business Valuation, Business Process..., Requirements Gathering, Financial Statement..., Middle Office, Corporate Actions, Bloomberg Terminal, Client Services, Institutional..., Third Party Vendor...
Education
Boston University 2008 — 2012
BSBA, Finance, Law
Boston University - School of Management 2008 — 2012
Bachelor of Science in Business Administration, Finance, Law
Credit Suisse December 2014 - Present
Credit Suisse July 2012 - December 2014
Credit Suisse June 2011 - August 2011
Credit Suisse June 2010 - August 2010
Credit Suisse July 2009 - August 2009
Lehman Brothers May 2008 - June 2008
Skills
Bloomberg, Financial Modeling, Alternative Investments, Risk Management, Hedge Funds, Financial Services, Finance, Venture Capital, Analysis, Business Analysis, Strategic Financial..., Fixed Income, Equities, Capital Markets, Valuation, Financial Analysis, Asset Management, Economics, Data Analysis, Investments, Mutual Funds, Microsoft Excel, Wealth Management, Investment Strategies, Financial Markets, Mergers, PowerPoint, Financial Reporting, Quantitative Analytics, Relationship Management, Equity Research, Business Valuation, Business Process..., Requirements Gathering, Financial Statement..., Middle Office, Corporate Actions, Bloomberg Terminal, Client Services, Institutional..., Third Party Vendor...
Education
Boston University 2008 — 2012
BSBA, Finance, Law
Boston University - School of Management 2008 — 2012
Bachelor of Science in Business Administration, Finance, Law
Scott Moshen's Lehman Brothers Experience March 2004 - August 2004
Job Client Relationship Manager
Industry Financial Services
Experience
Private Practice October 2011 - Present
Morgan Stanley July 2010 - October 2011
JPMorgan December 2004 - July 2010
. December 2006 - December 2006
Morgan Stanley August 2004 - December 2004
Lehman Brothers March 2004 - August 2004
. January 2000 - March 2004
Skills
Derivatives, FX Options, Prime Brokerage, Currency, Securities, Fixed Income, Hedge Funds, Bloomberg, Investment Banking, Credit Derivatives, Mutual Funds, Options, Emerging Markets, Investments, Trading Systems, Portfolio Management, Financial Risk, Settlement, Foreign Exchange, Risk Management, Electronic Trading, FX trading, Proprietary Trading, Valuation, Bloomberg Terminal, Back Office, Technical Analysis, Relationship Management, Quantitative Analytics, Credit Risk
Education
Boston University
Bachelor of Arts, English Literature
LHS
Private Practice October 2011 - Present
Morgan Stanley July 2010 - October 2011
JPMorgan December 2004 - July 2010
. December 2006 - December 2006
Morgan Stanley August 2004 - December 2004
Lehman Brothers March 2004 - August 2004
. January 2000 - March 2004
Skills
Derivatives, FX Options, Prime Brokerage, Currency, Securities, Fixed Income, Hedge Funds, Bloomberg, Investment Banking, Credit Derivatives, Mutual Funds, Options, Emerging Markets, Investments, Trading Systems, Portfolio Management, Financial Risk, Settlement, Foreign Exchange, Risk Management, Electronic Trading, FX trading, Proprietary Trading, Valuation, Bloomberg Terminal, Back Office, Technical Analysis, Relationship Management, Quantitative Analytics, Credit Risk
Education
Boston University
Bachelor of Arts, English Literature
LHS
Nichole Ake's Lehman Brothers Experience 1989 - 1992
Job SVP,Sr BSA Group Manager at BBVA Compass
Industry Financial Services
Experience
Condera, LLC June 2011 - December 2013
U.S. Capital Advisors LLC February 2010 - September 2011
Dallas Securities Traders Association December 2009 - December 2010
Stanford Group Company November 2008 - March 2009
Penson Financial Services November 1999 - June 2008
Huberman Financial 1996 - 1999
LPL 1992 - 1996
Lehman Brothers 1989 - 1992
Skills
Securities, Wealth Management, Series 7, Equities, Alternative Investments, FINRA, Hedge Funds, Financial Services, Investments, Trading, Asset Management, Investment Management, Portfolio Management, Human Resources, Operations Management, Equity Trading, Investment Advisory, ETFs, Asset Managment, Financial Markets, Derivatives, Investment Banking
Education
Southern Methodist University 1998 — 2000
MBA
Boston College
BS, Finance
Condera, LLC June 2011 - December 2013
U.S. Capital Advisors LLC February 2010 - September 2011
Dallas Securities Traders Association December 2009 - December 2010
Stanford Group Company November 2008 - March 2009
Penson Financial Services November 1999 - June 2008
Huberman Financial 1996 - 1999
LPL 1992 - 1996
Lehman Brothers 1989 - 1992
Skills
Securities, Wealth Management, Series 7, Equities, Alternative Investments, FINRA, Hedge Funds, Financial Services, Investments, Trading, Asset Management, Investment Management, Portfolio Management, Human Resources, Operations Management, Equity Trading, Investment Advisory, ETFs, Asset Managment, Financial Markets, Derivatives, Investment Banking
Education
Southern Methodist University 1998 — 2000
MBA
Boston College
BS, Finance
Joseph J. Kelley III Joseph J. Kelley III's Lehman Brothers Experience August 1990 - August 1991
Job Real Estate Developer, Broker, & Consultant
Industry Real Estate
Experience
Kelley Real Estate, Inc. January 2012 - Present
Kelley Real Estate, Inc. January 1997 - Present
International Atomic Energy Agency January 1994 - December 1994
House of Commons August 1991 - January 1992
Lehman Brothers August 1990 - August 1991
Skills
Real Estate, Residential Homes, Real Estate Development, Property Management, Construction, Real Estate Economics, Negotiation, Contract Negotiation, Zoning, Commercial Real Estate, Contractors, Construction Management, Green Building, Investment Properties, Strategic Planning, New Business Development, Community Development, Contract Management, Business Planning, Property, Team Building, Land Development, Renovation, Market Research, Land Use Planning, Economic Development, Entrepreneurship, Due Diligence, Location Intelligence, Landlords, Entitlements, Public Relations, Sustainability, Process Scheduler, Nonprofits, Real Estate Transactions, Leases, Budgets, Management, Research, Government, Public Speaking, Marketing Strategy, Project Management, Editing, Analysis, Tenant, Corporate Real Estate, Politics
Education
Harvard University 1995 — 1997
Master's Degree, Political Science and Government, 3.3
Webster University (AT) 1993 — 1994
Master's Degree, International Business, 3.7
Boston University 1989 — 1993
Bachelor's Degree, History of Economics, 3.3
Chaminade College Prep. 1982 — 1989
Diploma, AP European History, AP English
Kelley Real Estate, Inc. January 2012 - Present
Kelley Real Estate, Inc. January 1997 - Present
International Atomic Energy Agency January 1994 - December 1994
House of Commons August 1991 - January 1992
Lehman Brothers August 1990 - August 1991
Skills
Real Estate, Residential Homes, Real Estate Development, Property Management, Construction, Real Estate Economics, Negotiation, Contract Negotiation, Zoning, Commercial Real Estate, Contractors, Construction Management, Green Building, Investment Properties, Strategic Planning, New Business Development, Community Development, Contract Management, Business Planning, Property, Team Building, Land Development, Renovation, Market Research, Land Use Planning, Economic Development, Entrepreneurship, Due Diligence, Location Intelligence, Landlords, Entitlements, Public Relations, Sustainability, Process Scheduler, Nonprofits, Real Estate Transactions, Leases, Budgets, Management, Research, Government, Public Speaking, Marketing Strategy, Project Management, Editing, Analysis, Tenant, Corporate Real Estate, Politics
Education
Harvard University 1995 — 1997
Master's Degree, Political Science and Government, 3.3
Webster University (AT) 1993 — 1994
Master's Degree, International Business, 3.7
Boston University 1989 — 1993
Bachelor's Degree, History of Economics, 3.3
Chaminade College Prep. 1982 — 1989
Diploma, AP European History, AP English
Brian Connell's Lehman Brothers Experience December 2004 - February 2007
Job Trivest Partners
Industry Venture Capital & Private Equity
Experience
Trivest Partners October 2013 - Present
Pensam Capital, LLC July 2012 - October 2013
The Federated Companies July 2010 - August 2012
Iron Capital Group February 2007 - July 2010
Lehman Brothers December 2004 - February 2007
Horváth & Partner Management Consultants August 2002 - December 2004
General Electric August 1998 - October 2000
GE Capital July 1997 - August 1998
Education
Harvard Business School 2000 — 2002
MBA
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1997
BS
Trivest Partners October 2013 - Present
Pensam Capital, LLC July 2012 - October 2013
The Federated Companies July 2010 - August 2012
Iron Capital Group February 2007 - July 2010
Lehman Brothers December 2004 - February 2007
Horváth & Partner Management Consultants August 2002 - December 2004
General Electric August 1998 - October 2000
GE Capital July 1997 - August 1998
Education
Harvard Business School 2000 — 2002
MBA
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1997
BS
Corinne Badach's Lehman Brothers Experience April 2006 - December 2007
Job Operations Manager at Serengeti Asset Management
Industry Financial Services
Experience
Serengeti Asset Management April 2014 - Present
Kingdon Capital December 2007 - April 2014
Lehman Brothers April 2006 - December 2007
Morgan Stanley January 2006 - April 2006
Morgan Stanley June 2003 - January 2006
Skills
Prime Brokerage, Trading, Equities, Bloomberg, Options, Asset Management, Series 7, Hedge Funds, Capital Markets, Fixed Income, Private Equity, Derivatives, Alternative Investments, Securities, Investments
Education
Boston College 2000 — 2003
BS, Finance, International Studies for Mgmt
Lacey Twp. High School 1996 — 1999
Serengeti Asset Management April 2014 - Present
Kingdon Capital December 2007 - April 2014
Lehman Brothers April 2006 - December 2007
Morgan Stanley January 2006 - April 2006
Morgan Stanley June 2003 - January 2006
Skills
Prime Brokerage, Trading, Equities, Bloomberg, Options, Asset Management, Series 7, Hedge Funds, Capital Markets, Fixed Income, Private Equity, Derivatives, Alternative Investments, Securities, Investments
Education
Boston College 2000 — 2003
BS, Finance, International Studies for Mgmt
Lacey Twp. High School 1996 — 1999
Chris Ames Chris Ames's Lehman Brothers Experience 1991 - 1998
Job Head of Securitized at Schroders
Industry Investment Management
Experience
Schroders October 2007 - Present
Cheyne Capital (UK) LLP 2005 - 2007
BNP Paribas, French Investment Bank 2002 - 2005
Wall Street Analytics 1999 - 2002
Nikko Principal Finance 1998 - 1999
Lehman Brothers 1991 - 1998
Skills
ABS, Fixed Income, Portfolio Management, Structured Products, Structured Finance, Bonds, Alternative Investments, Securitization, Financial Modeling, Private Equity, Derivatives, Investment Banking, Asset Management, Capital Markets, Hedge Funds, Bloomberg, Emerging Markets, Financial Structuring, Equity Derivatives, Investment Management, Credit Derivatives, Financial Markets, Trading
Education
New York University - Leonard N. Stern School of Business 1988 — 1992
MBA, Finance
Boston University 1980 — 1984
BA, Psychology
Schroders October 2007 - Present
Cheyne Capital (UK) LLP 2005 - 2007
BNP Paribas, French Investment Bank 2002 - 2005
Wall Street Analytics 1999 - 2002
Nikko Principal Finance 1998 - 1999
Lehman Brothers 1991 - 1998
Skills
ABS, Fixed Income, Portfolio Management, Structured Products, Structured Finance, Bonds, Alternative Investments, Securitization, Financial Modeling, Private Equity, Derivatives, Investment Banking, Asset Management, Capital Markets, Hedge Funds, Bloomberg, Emerging Markets, Financial Structuring, Equity Derivatives, Investment Management, Credit Derivatives, Financial Markets, Trading
Education
New York University - Leonard N. Stern School of Business 1988 — 1992
MBA, Finance
Boston University 1980 — 1984
BA, Psychology
David Gordon's Lehman Brothers Experience January 2002 - May 2004
Job Managing Director at ARC
Industry Investment Banking
Experience
ARC July 2013 - Present
Auriga Securites June 2008 - June 2013
Morgan Stanley May 2004 - December 2007
Lehman Brothers January 2002 - May 2004
MBNA July 1998 - December 2001
Skills
Loans, Portfolio Management, Mortgage, Fixed Income, Securitization, Structured Products, MBS, Debt, Residential Mortgages, Structured Finance, Structuring, Origination, Funding, Trading, Real Estate Investment, Real Estate, Deal Structuring, Asset Management, CMBS, Alternative Investments, ABS, Asset, Risk Management, Capital Markets, Investment Banking, Hedge Funds, Real Estate Finance, Valuation, Private Equity, Investments, Bonds, Mezzanine, Private Placements, Hedging, Due Diligence, Securities, Investment Strategies, Project Finance, Commercial Mortgages, Brokerage, Banking, Financial Institutions, Wealth Management, Investment Advisory, Series 7, Financial Analysis, Underwriting, Venture Capital, Renewable Energy, Energy
Education
University of Central Florida 1994 — 1998
BA, Business
Boston University
ARC July 2013 - Present
Auriga Securites June 2008 - June 2013
Morgan Stanley May 2004 - December 2007
Lehman Brothers January 2002 - May 2004
MBNA July 1998 - December 2001
Skills
Loans, Portfolio Management, Mortgage, Fixed Income, Securitization, Structured Products, MBS, Debt, Residential Mortgages, Structured Finance, Structuring, Origination, Funding, Trading, Real Estate Investment, Real Estate, Deal Structuring, Asset Management, CMBS, Alternative Investments, ABS, Asset, Risk Management, Capital Markets, Investment Banking, Hedge Funds, Real Estate Finance, Valuation, Private Equity, Investments, Bonds, Mezzanine, Private Placements, Hedging, Due Diligence, Securities, Investment Strategies, Project Finance, Commercial Mortgages, Brokerage, Banking, Financial Institutions, Wealth Management, Investment Advisory, Series 7, Financial Analysis, Underwriting, Venture Capital, Renewable Energy, Energy
Education
University of Central Florida 1994 — 1998
BA, Business
Boston University
Marc Gabelli's Lehman Brothers Experience January 1990 - January 1994
Job Chief Executive Officer at Gabelli Securities International, Ltd.
Industry Investment Management
Experience
Gabelli Securities International, Ltd. July 1994 - Present
Gabelli Group January 1994 - Present
MtronPTI 2004 - January 2014
Gemini Capital Management 1995 - January 2014
GAMA Funds January 2009 - January 2013
Gabelli Funds 1993 - 2001
Lehman Brothers January 1990 - January 1994
VanEkris & Stuett 1988 - 1989
Skills
Commodity Markets, Derivatives, Emerging Markets, Equities, Hedge Funds, Asset Managment, Fixed Income, Strategic Planning, Start-ups, Strategy, Venture Capital, Financial Analysis, New Business Development, Alternative Investments, Capital Markets
Education
..
Boston College
BA, Economics
Fordham University
Fordham University
Massachusetts Institute of Technology
MBA, Sloan School
Stanford University Graduate School of Business
SEP, SEP
Gabelli Securities International, Ltd. July 1994 - Present
Gabelli Group January 1994 - Present
MtronPTI 2004 - January 2014
Gemini Capital Management 1995 - January 2014
GAMA Funds January 2009 - January 2013
Gabelli Funds 1993 - 2001
Lehman Brothers January 1990 - January 1994
VanEkris & Stuett 1988 - 1989
Skills
Commodity Markets, Derivatives, Emerging Markets, Equities, Hedge Funds, Asset Managment, Fixed Income, Strategic Planning, Start-ups, Strategy, Venture Capital, Financial Analysis, New Business Development, Alternative Investments, Capital Markets
Education
..
Boston College
BA, Economics
Fordham University
Fordham University
Massachusetts Institute of Technology
MBA, Sloan School
Stanford University Graduate School of Business
SEP, SEP
John Tabor, MBA, CFP®'s Lehman Brothers Experience April 2006 - November 2008
Job VP Wealth Advisor at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation July 2013 - Present
Orange Park Medical Center September 2015 - Present
The Crossings at Fleming Island CDD (Eagle Harbor) November 2010 - Present
Ellisor, Tabor & Trotta, a financial advisory practice of Ameriprise Financial Services April 2010 - July 2013
Clay County Chamber of Commerce, Inc. September 2011 - December 2012
Community First Credit Union April 2009 - April 2010
Lehman Brothers April 2006 - November 2008
AmSouth Bank ( Regions ) July 2002 - April 2006
Skills
College Education..., Investments, Portfolio Management, Personal Financial..., Retirement Planning, Estate Planning, Life Insurance, Long Term Care Insurance, Retirement, Wealth Management, Loans, Mortgage Lending, Commercial Lending, Asset Allocation, Credit, Investment Advisory, 401k, IRAs, Financial Advisory, Investment Strategies, Finance, Mutual Funds, Fixed Annuities, Series 6, Series 63, Series 7, Strategic Financial..., Financial Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 1985 — 1989
MBA
Eastern Nazarene College 1979 — 1983
BA, Economics, History
Regions Financial Corporation July 2013 - Present
Orange Park Medical Center September 2015 - Present
The Crossings at Fleming Island CDD (Eagle Harbor) November 2010 - Present
Ellisor, Tabor & Trotta, a financial advisory practice of Ameriprise Financial Services April 2010 - July 2013
Clay County Chamber of Commerce, Inc. September 2011 - December 2012
Community First Credit Union April 2009 - April 2010
Lehman Brothers April 2006 - November 2008
AmSouth Bank ( Regions ) July 2002 - April 2006
Skills
College Education..., Investments, Portfolio Management, Personal Financial..., Retirement Planning, Estate Planning, Life Insurance, Long Term Care Insurance, Retirement, Wealth Management, Loans, Mortgage Lending, Commercial Lending, Asset Allocation, Credit, Investment Advisory, 401k, IRAs, Financial Advisory, Investment Strategies, Finance, Mutual Funds, Fixed Annuities, Series 6, Series 63, Series 7, Strategic Financial..., Financial Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 1985 — 1989
MBA
Eastern Nazarene College 1979 — 1983
BA, Economics, History
Courtney A. Roche's Lehman Brothers Experience May 2005 - December 2005
Job Bingham McCutchen
Industry Legal Services
Experience
Bingham McCutchen June 2012 - Present
Cooley LLP January 2008 - July 2011
Fragomen, Del Rey, Bernsen & Loewy September 2006 - April 2007
Lehman Brothers May 2005 - December 2005
Education
University of California Irvine 2006 — 2007
Certificate of Paralegalism
Boston College 2000 — 2004
BA, Major: Human Development; Minor: Organizational Behaviour
Bingham McCutchen June 2012 - Present
Cooley LLP January 2008 - July 2011
Fragomen, Del Rey, Bernsen & Loewy September 2006 - April 2007
Lehman Brothers May 2005 - December 2005
Education
University of California Irvine 2006 — 2007
Certificate of Paralegalism
Boston College 2000 — 2004
BA, Major: Human Development; Minor: Organizational Behaviour
Alexander Pampalone's Lehman Brothers Experience July 2006 - July 2008
Job Director, Graduate School Fund, Harvard University Alumni Affairs & Development
Industry Fund-Raising
Experience
Harvard University, Alumni Affairs & Development March 2014 - Present
Harvard University, Alumni Affairs & Development January 2012 - March 2014
Southern California Leadership Network/Los Angeles Area Chamber of Commerce May 2009 - January 2012
Lehman Brothers July 2006 - July 2008
Skills
Fundraising, Customer Relations, Account Management, Sales Prospecting, Strategic Planning, Operations Management, Marketing Communications, Data Analysis, Program Management, Quantitative Analytics, Consulting, Qualitative Research, Donor Management, Brand Management, Research, Nonprofits, Non-profit..., Leadership, Financial Accounting, Financial Modeling, Quantitative Research, Business Strategy, Corporate Social..., Public Relations, Public Speaking, Public Policy, Event Planning, Spanish, Market Research, Social Media, Policy, Entrepreneurship, Photoshop, Bloomberg, Microsoft Office, Italian, Stata, Financial Analysis, Brand Development, Grant Writing, Foundations, International Relations, Randomization, Start-up Ventures, Surveying, Microsoft Excel, PowerPoint, BSR Advance, CRM Databases
Education
Harvard University Graduate School of Education 2012 — 2015
Master's Degree, International Education Policy, coursework at Graduate School of Education and Kennedy School of Gov, GPA: 11/12
University of Southern California 2008 — 2010
Master's Degree, Public Diplomacy, International Affairs, GPA: 3.9/4.0
Boston University 2002 — 2006
Bachelor's Degree, International Relations/Business, GPA: 3.5/4.0
Harvard University, Alumni Affairs & Development March 2014 - Present
Harvard University, Alumni Affairs & Development January 2012 - March 2014
Southern California Leadership Network/Los Angeles Area Chamber of Commerce May 2009 - January 2012
Lehman Brothers July 2006 - July 2008
Skills
Fundraising, Customer Relations, Account Management, Sales Prospecting, Strategic Planning, Operations Management, Marketing Communications, Data Analysis, Program Management, Quantitative Analytics, Consulting, Qualitative Research, Donor Management, Brand Management, Research, Nonprofits, Non-profit..., Leadership, Financial Accounting, Financial Modeling, Quantitative Research, Business Strategy, Corporate Social..., Public Relations, Public Speaking, Public Policy, Event Planning, Spanish, Market Research, Social Media, Policy, Entrepreneurship, Photoshop, Bloomberg, Microsoft Office, Italian, Stata, Financial Analysis, Brand Development, Grant Writing, Foundations, International Relations, Randomization, Start-up Ventures, Surveying, Microsoft Excel, PowerPoint, BSR Advance, CRM Databases
Education
Harvard University Graduate School of Education 2012 — 2015
Master's Degree, International Education Policy, coursework at Graduate School of Education and Kennedy School of Gov, GPA: 11/12
University of Southern California 2008 — 2010
Master's Degree, Public Diplomacy, International Affairs, GPA: 3.9/4.0
Boston University 2002 — 2006
Bachelor's Degree, International Relations/Business, GPA: 3.5/4.0
Laub, Darin's Lehman Brothers Experience August 1992 - March 1996
Job Wealth Management at Barclays
Industry Financial Services
Experience
Wealth and Investment Management at Barclays April 2012 - Present
Morgan Stanley Smith Barney May 1999 - April 2012
Prudenital Securities March 1996 - May 1999
Lehman Brothers August 1992 - March 1996
Skills
Buy-side, Hedge Funds, Wealth Management, Portfolio Management, Sell Side, Series 7, Corporate Finance, Asset Managment, Alternative Investments, Investments, Acquisitions, Mergers, Wealth Management..., Fixed Income, Equities, Asset Allocation, Investment Advisory, Series 63, ETFs, Investment Strategies, Mergers & Acquisitions, Asset Management
Education
Boston University 1987 — 1991
Wealth and Investment Management at Barclays April 2012 - Present
Morgan Stanley Smith Barney May 1999 - April 2012
Prudenital Securities March 1996 - May 1999
Lehman Brothers August 1992 - March 1996
Skills
Buy-side, Hedge Funds, Wealth Management, Portfolio Management, Sell Side, Series 7, Corporate Finance, Asset Managment, Alternative Investments, Investments, Acquisitions, Mergers, Wealth Management..., Fixed Income, Equities, Asset Allocation, Investment Advisory, Series 63, ETFs, Investment Strategies, Mergers & Acquisitions, Asset Management
Education
Boston University 1987 — 1991
Javier Murcio Javier Murcio's Lehman Brothers Experience December 2004 - January 2005
Job Director, Emerging Markets; Portfolio Manager and Senior Sovereign Analyst at Standish
Industry Financial Services
Experience
Standish Mellon Asset Management 2007 - Present
Lehman Brothers December 2004 - January 2005
Credit Suisse February 1997 - April 2002
PARIBAS November 1993 - October 1997
DRI/McGraw-Hill June 1982 - October 1993
Ministry of Finance of Mexico June 1978 - June 1979
Education
Boston University 1979 — 1982
course work -MA, Economics
Universidad Nacional Autónoma de México 1974 — 1978
BA, Economics
University of Colorado Boulder
Summer program, Economics
Harvard University Graduate School of Design
Standish Mellon Asset Management 2007 - Present
Lehman Brothers December 2004 - January 2005
Credit Suisse February 1997 - April 2002
PARIBAS November 1993 - October 1997
DRI/McGraw-Hill June 1982 - October 1993
Ministry of Finance of Mexico June 1978 - June 1979
Education
Boston University 1979 — 1982
course work -MA, Economics
Universidad Nacional Autónoma de México 1974 — 1978
BA, Economics
University of Colorado Boulder
Summer program, Economics
Harvard University Graduate School of Design
Megan Nicholson Megan Nicholson's Lehman Brothers Experience July 2006 - September 2008
Job Capital Introduction at Jefferies LLC
Industry Investment Management
Experience
Jefferies LLC February 2014 - Present
Raven Rock Capital September 2009 - May 2010
Barclays Capital September 2008 - May 2009
Lehman Brothers July 2006 - September 2008
Skills
Equities, Hedge Funds, Private Equity, Alternative Investments, Fixed Income, Asset Managment, Series 7, Portfolio Management, Financial Analysis, Bloomberg, Emerging Markets, Investment Banking, Capital Markets, Equity Research, Valuation, Investments, Due Diligence
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2006
MBA, Finance, Investment Management
Boston College 1996 — 2000
BA, French, Communications
Jefferies LLC February 2014 - Present
Raven Rock Capital September 2009 - May 2010
Barclays Capital September 2008 - May 2009
Lehman Brothers July 2006 - September 2008
Skills
Equities, Hedge Funds, Private Equity, Alternative Investments, Fixed Income, Asset Managment, Series 7, Portfolio Management, Financial Analysis, Bloomberg, Emerging Markets, Investment Banking, Capital Markets, Equity Research, Valuation, Investments, Due Diligence
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2006
MBA, Finance, Investment Management
Boston College 1996 — 2000
BA, French, Communications
Peter Gallagher's Lehman Brothers Experience 2004 - 2006
Job Managing Director, Corporate Communications at Cushman & Wakefield
Industry Financial Services
Experience
Cushman & Wakefield 2013 - 2015
Morgan Stanley 2011 - 2012
Dow Jones Investment Banker 2010 - 2011
Barclays Capital/Lehman Brothers 2006 - 2008
Lehman Brothers 2004 - 2006
UBS Investment Bank/PaineWebber Incorporated 1996 - 2004
U.S. Bancorp Piper Jaffray 2000 - 2001
Lazard Freres & Co. LLC 1998 - 1999
The Chase Manhattan Bank 1987 - 1996
Cappy Productions, Inc. July 1984 - August 1984
Skills
Equities, Private Equity, Corporate Finance, Equity Research, Venture Capital, Corporate Communications, Investor Relations, Finance, Series 7, Series 63, Equity Trading, Mergers, IPO, Research, Series 24, Specialist Sales, Financial Media, Idea Generation, Financial Writer, Executive Communications, Communication Training, Research Product..., Corporate Access, Content, Equity Sales, Earnings Due Diligence, Volcker Rule, Twitter, Columnist, M&A, Desk Analyst, Morning Call, Monetizing Content, Thematic Investing, Multi-product Outcomes, Cross Product, Speech Writing, Editing, Communications Plans, Mergers & Acquisitions, Investments, Fixed Income, Portfolio Management
Education
Boston College 1983 — 1987
Bachelor of Arts, Economics & History
Regis High School 1979 — 1983
Cushman & Wakefield 2013 - 2015
Morgan Stanley 2011 - 2012
Dow Jones Investment Banker 2010 - 2011
Barclays Capital/Lehman Brothers 2006 - 2008
Lehman Brothers 2004 - 2006
UBS Investment Bank/PaineWebber Incorporated 1996 - 2004
U.S. Bancorp Piper Jaffray 2000 - 2001
Lazard Freres & Co. LLC 1998 - 1999
The Chase Manhattan Bank 1987 - 1996
Cappy Productions, Inc. July 1984 - August 1984
Skills
Equities, Private Equity, Corporate Finance, Equity Research, Venture Capital, Corporate Communications, Investor Relations, Finance, Series 7, Series 63, Equity Trading, Mergers, IPO, Research, Series 24, Specialist Sales, Financial Media, Idea Generation, Financial Writer, Executive Communications, Communication Training, Research Product..., Corporate Access, Content, Equity Sales, Earnings Due Diligence, Volcker Rule, Twitter, Columnist, M&A, Desk Analyst, Morning Call, Monetizing Content, Thematic Investing, Multi-product Outcomes, Cross Product, Speech Writing, Editing, Communications Plans, Mergers & Acquisitions, Investments, Fixed Income, Portfolio Management
Education
Boston College 1983 — 1987
Bachelor of Arts, Economics & History
Regis High School 1979 — 1983
Amanda Conway's Lehman Brothers Experience February 2000 - January 2003
Job Director of Sales & Marketing at Providence Marriott Downtown
Industry Hospitality
Experience
Providence Marriott Downtown December 2010 - Present
The Procaccianti Group October 2006 - December 2010
Hyatt Regency Newport June 2004 - October 2006
Hyatt Regency Jersey City January 2003 - June 2004
Lehman Brothers February 2000 - January 2003
Wyeth / American Home Products Corporation January 1994 - February 2000
Education
Boston University 1987 — 1991
BS, Hotel & Food Administration
American School in London 1978 — 1987
Providence Marriott Downtown December 2010 - Present
The Procaccianti Group October 2006 - December 2010
Hyatt Regency Newport June 2004 - October 2006
Hyatt Regency Jersey City January 2003 - June 2004
Lehman Brothers February 2000 - January 2003
Wyeth / American Home Products Corporation January 1994 - February 2000
Education
Boston University 1987 — 1991
BS, Hotel & Food Administration
American School in London 1978 — 1987
Hans Fless's Lehman Brothers Experience April 2004 - September 2008
Job Agency MBS Trader at Deutsche Asset Management
Industry Investment Management
Experience
Deutsche Asset Management August 2013 - Present
UBS Investment Bank August 2010 - March 2012
Barclays Capital September 2008 - August 2010
Lehman Brothers April 2004 - September 2008
Citi June 2003 - April 2004
ABN AMRO September 1999 - September 2002
Duff & Phelps January 1996 - September 1999
Skills
MBS, Portfolio Management, ABS, Risk, Fixed Income, Asset Management, Hedge Funds, Hedging, Swaps, Mortgage, Derivatives, Excel, Analytics, Bonds, Capital Markets, CMBS, Quant, Valuation, Risk Management, Interest Rate..., Fixed Income Trading, ALM, Rates, Risk Management Systems, Yield Book, Point, Intex Desktop, Credit Derivatives
Education
The University of Chicago 2001 — 2003
MBA, Analytic Finance & Econometrics
Boston University 1988 — 1993
BA, Physics
Deutsche Asset Management August 2013 - Present
UBS Investment Bank August 2010 - March 2012
Barclays Capital September 2008 - August 2010
Lehman Brothers April 2004 - September 2008
Citi June 2003 - April 2004
ABN AMRO September 1999 - September 2002
Duff & Phelps January 1996 - September 1999
Skills
MBS, Portfolio Management, ABS, Risk, Fixed Income, Asset Management, Hedge Funds, Hedging, Swaps, Mortgage, Derivatives, Excel, Analytics, Bonds, Capital Markets, CMBS, Quant, Valuation, Risk Management, Interest Rate..., Fixed Income Trading, ALM, Rates, Risk Management Systems, Yield Book, Point, Intex Desktop, Credit Derivatives
Education
The University of Chicago 2001 — 2003
MBA, Analytic Finance & Econometrics
Boston University 1988 — 1993
BA, Physics
Tony Barral's Lehman Brothers Experience January 1992 - January 1994
Job
Industry Financial Services
Experience
Morgan Stanley April 2010 - Present
Direct Edge May 2007 - April 2010
NYFIX May 2005 - April 2007
Trading Metrics February 2005 - May 2005
TransactTools 2004 - 2005
iPaidSafe 2003 - 2004
Wachovia Securities 2002 - 2003
ElephantX 2000 - 2002
Lehman Brothers January 1992 - January 1994
Skills
Electronic Trading, Trading Systems, Equity Trading, Equities, Options, Trading, Market Data, Financial Markets, Hedge Funds, Series 7, Derivatives, Fixed Income, Investment Management, Capital Markets, Investments, Securities, Foreign Exchange, Interest Rate..., Portfolio Management, Series 63, Equity Derivatives, Equity Research, FINRA, Bloomberg, Back Office, Prime Brokerage, Series 24, Financial Services, ETFs, Credit Derivatives, FX trading, Proprietary Trading, Commodity, Mutual Funds, Broker-Dealer, FX Options, Middle Office, Trading Strategies, Structured Products, Hedging, Alternative Investments, Asset Management, Bonds, Investment Banking, Currency, Swaps, Series 55, Emerging Markets, Series 3
Education
Boston College - Wallace E. Carroll Graduate School of Management 1987 — 1991
B.S., Marketing
Montclair Kimberley Academy 1974 — 1989
Morgan Stanley April 2010 - Present
Direct Edge May 2007 - April 2010
NYFIX May 2005 - April 2007
Trading Metrics February 2005 - May 2005
TransactTools 2004 - 2005
iPaidSafe 2003 - 2004
Wachovia Securities 2002 - 2003
ElephantX 2000 - 2002
Lehman Brothers January 1992 - January 1994
Skills
Electronic Trading, Trading Systems, Equity Trading, Equities, Options, Trading, Market Data, Financial Markets, Hedge Funds, Series 7, Derivatives, Fixed Income, Investment Management, Capital Markets, Investments, Securities, Foreign Exchange, Interest Rate..., Portfolio Management, Series 63, Equity Derivatives, Equity Research, FINRA, Bloomberg, Back Office, Prime Brokerage, Series 24, Financial Services, ETFs, Credit Derivatives, FX trading, Proprietary Trading, Commodity, Mutual Funds, Broker-Dealer, FX Options, Middle Office, Trading Strategies, Structured Products, Hedging, Alternative Investments, Asset Management, Bonds, Investment Banking, Currency, Swaps, Series 55, Emerging Markets, Series 3
Education
Boston College - Wallace E. Carroll Graduate School of Management 1987 — 1991
B.S., Marketing
Montclair Kimberley Academy 1974 — 1989
Raquel Chmielewski's Lehman Brothers Experience 1999 - 1999
Job Private Markets at Lockheed Martin Investment Management Co.
Industry Venture Capital & Private Equity
Experience
Lockheed Martin Investment Management Co. June 2009 - Present
Stark Investments June 2008 - August 2008
Columbia Capital, LLC 2004 - 2007
JPMorgan 2001 - 2004
Boston Federal Reserve Bank 2000 - 2000
Lehman Brothers 1999 - 1999
Skills
Private Equity, Venture Capital, Mergers, Investment Banking, Investments, Hedge Funds, Portfolio Management, Restructuring, IPO, Financial Modeling, Valuation, Distressed Debt, Growth Capital, Due Diligence, Corporate Finance, Real Estate, Financial Analysis, Alternative Investments, Emerging Markets, Credit, M&A experience, Project Finance, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School
MBA, Mgmt, Real Estate, Finance
INSEAD
Exchange Participant MBA09J, P5
Boston University
Master of Arts (MA), Bachelor of Arts (BA), Economics BA & MA, Japanese Minor
Lockheed Martin Investment Management Co. June 2009 - Present
Stark Investments June 2008 - August 2008
Columbia Capital, LLC 2004 - 2007
JPMorgan 2001 - 2004
Boston Federal Reserve Bank 2000 - 2000
Lehman Brothers 1999 - 1999
Skills
Private Equity, Venture Capital, Mergers, Investment Banking, Investments, Hedge Funds, Portfolio Management, Restructuring, IPO, Financial Modeling, Valuation, Distressed Debt, Growth Capital, Due Diligence, Corporate Finance, Real Estate, Financial Analysis, Alternative Investments, Emerging Markets, Credit, M&A experience, Project Finance, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School
MBA, Mgmt, Real Estate, Finance
INSEAD
Exchange Participant MBA09J, P5
Boston University
Master of Arts (MA), Bachelor of Arts (BA), Economics BA & MA, Japanese Minor
Armand Aponte's Lehman Brothers Experience 2005 - 2008
Job VP, Counsel at Voya Investment Management (formerly ING)
Industry Legal Services
Experience
Voya Investment Management (formerly ING) June 2008 - Present
Lehman Brothers 2005 - 2008
Credit Suisse 2004 - 2005
Deutsche Bank 2002 - 2004
Morrison Cohen LLP 2001 - 2002
Skills
Derivatives, Structured Finance, Contract Negotiation, Capital Markets, ISDA, Securities, Hedge Funds
Education
Fordham University School of Law 1998 — 2001
JD, Law
Boston College 1994 — 1998
Bachelor of Science (BS), Finance, General
Voya Investment Management (formerly ING) June 2008 - Present
Lehman Brothers 2005 - 2008
Credit Suisse 2004 - 2005
Deutsche Bank 2002 - 2004
Morrison Cohen LLP 2001 - 2002
Skills
Derivatives, Structured Finance, Contract Negotiation, Capital Markets, ISDA, Securities, Hedge Funds
Education
Fordham University School of Law 1998 — 2001
JD, Law
Boston College 1994 — 1998
Bachelor of Science (BS), Finance, General
Frank Dudzik's Lehman Brothers Experience 1987 - 1994
Job Independent Airlines/Aviation Professional
Industry Airlines/Aviation
Experience
JetWay Private Air LTD June 2007 - Present
Pershing Trading Company May 1995 - May 2007
Lehman Brothers 1987 - 1994
Education
Boston College 1981 — 1985
JetWay Private Air LTD June 2007 - Present
Pershing Trading Company May 1995 - May 2007
Lehman Brothers 1987 - 1994
Education
Boston College 1981 — 1985
Christine Cho, CFA's Lehman Brothers Experience 2006 - 2008
Job Director at Barclays Capital
Industry Financial Services
Experience
Barclays February 2015 - Present
Barclays Capital 2008 - Present
Lehman Brothers 2006 - 2008
Education
Boston College
Bachelor of Science, Cum Laude, Finance, Accounting
Barclays February 2015 - Present
Barclays Capital 2008 - Present
Lehman Brothers 2006 - 2008
Education
Boston College
Bachelor of Science, Cum Laude, Finance, Accounting
Kristen McRedmond's Lehman Brothers Experience August 1996 - November 1999
Job CEO & Founder at NETCIRQ
Industry Internet
Experience
NETCIRQ 2000 - Present
Etensity 1999 - 2000
Lehman Brothers August 1996 - November 1999
Goldman Sachs December 1992 - 1995
Education
Boston College 1991 — 1992
M.S. in Finance
Xavier University
BS, BA, Finance and Marketing
NETCIRQ 2000 - Present
Etensity 1999 - 2000
Lehman Brothers August 1996 - November 1999
Goldman Sachs December 1992 - 1995
Education
Boston College 1991 — 1992
M.S. in Finance
Xavier University
BS, BA, Finance and Marketing
Eric Rosengren's Lehman Brothers Experience June 2007 - January 2008
Job Technical Architect at Starwood Hotels & Resorts Worldwide, Inc.
Industry Government Administration
Experience
Starwood Hotels & Resorts Worldwide, Inc. June 2011 - Present
Matterin Consulting Inc. January 2001 - Present
SAIC January 2008 - May 2011
Lehman Brothers June 2007 - January 2008
1800flowers.com July 2003 - June 2007
BMG Columbia House 1999 - 2003
Barnes & Noble February 1997 - August 1999
pepsi cola international October 1995 - February 1997
Skills
Enterprise Architecture, Web Services, Java Enterprise Edition, SOA, Websphere, Java, Oracle, SOAP, Spring, Agile Methodologies, WSDL, Subversion, SDLC, XML, Requirements Analysis, JSP, Scrum, Spring Framework, Integration, WebSphere, Tomcat, Software Development
Education
Boston University
MS, Software Engineering
University of Massachusetts Boston
BA, Computer Science
Starwood Hotels & Resorts Worldwide, Inc. June 2011 - Present
Matterin Consulting Inc. January 2001 - Present
SAIC January 2008 - May 2011
Lehman Brothers June 2007 - January 2008
1800flowers.com July 2003 - June 2007
BMG Columbia House 1999 - 2003
Barnes & Noble February 1997 - August 1999
pepsi cola international October 1995 - February 1997
Skills
Enterprise Architecture, Web Services, Java Enterprise Edition, SOA, Websphere, Java, Oracle, SOAP, Spring, Agile Methodologies, WSDL, Subversion, SDLC, XML, Requirements Analysis, JSP, Scrum, Spring Framework, Integration, WebSphere, Tomcat, Software Development
Education
Boston University
MS, Software Engineering
University of Massachusetts Boston
BA, Computer Science
Jeeil Kim's Lehman Brothers Experience August 2000 - April 2004
Job Credit Officer
Industry Financial Services
Experience
Deutsche Bank August 2007 - Present
Bear stearns April 2004 - August 2007
Lehman Brothers August 2000 - April 2004
Skills
Counterparty Risk, Fixed Income, Capital Markets, Derivatives, Credit Risk, Financial Institutions, Credit Analysis, Corporate Finance, FX Options, ISDA, Structured Products, Swaps
Education
Boston College 1997 — 2000
BS, Economics
Boston College 1997 — 2000
BS, Economics
Deutsche Bank August 2007 - Present
Bear stearns April 2004 - August 2007
Lehman Brothers August 2000 - April 2004
Skills
Counterparty Risk, Fixed Income, Capital Markets, Derivatives, Credit Risk, Financial Institutions, Credit Analysis, Corporate Finance, FX Options, ISDA, Structured Products, Swaps
Education
Boston College 1997 — 2000
BS, Economics
Boston College 1997 — 2000
BS, Economics
Craig Emrick's Lehman Brothers Experience 1984 - 1995
Job President/Founder Nautical Scout LLC
Industry Consumer Goods
Experience
Nautical Scout LLC September 2014 - Present
PIER7mobile LLC March 2012 - September 2014
gtgVentures, LLC 2009 - 2012
Alivia Capital LLC 2010 - 2011
State Street Global Markets 1995 - 2009
Lehman Brothers 1984 - 1995
Bank of Boston 1981 - 1984
Skills
Electronic Trading, Derivatives, Financial Services, Investment Banking, Risk Management, Trading, Management, Entrepreneurship, Start-ups, Portfolio Management, Fixed Income, Hedge Funds, Securities, Asset Managment, Strategy, Financial Analysis, Business Development, Asset Management
Education
CFA Charterholder 2000 — 2000
University of Pennsylvania - The Wharton School 2000 — 2000
Executive Education Program
Boston College 1977 — 1981
BS, Finance and Computer Science
Nautical Scout LLC September 2014 - Present
PIER7mobile LLC March 2012 - September 2014
gtgVentures, LLC 2009 - 2012
Alivia Capital LLC 2010 - 2011
State Street Global Markets 1995 - 2009
Lehman Brothers 1984 - 1995
Bank of Boston 1981 - 1984
Skills
Electronic Trading, Derivatives, Financial Services, Investment Banking, Risk Management, Trading, Management, Entrepreneurship, Start-ups, Portfolio Management, Fixed Income, Hedge Funds, Securities, Asset Managment, Strategy, Financial Analysis, Business Development, Asset Management
Education
CFA Charterholder 2000 — 2000
University of Pennsylvania - The Wharton School 2000 — 2000
Executive Education Program
Boston College 1977 — 1981
BS, Finance and Computer Science
Stephanie Bond's Lehman Brothers Experience 2004 - 2006
Job Associate at Yucaipa Companies
Industry Financial Services
Experience
Yucaipa Companies January 2006 - Present
Lehman Brothers 2004 - 2006
Skills
Private Equity, Valuation, LBO, Financial Modeling, Investment Banking, Due Diligence, Mergers & Acquisitions
Education
University of Melbourne 1998 — 2003
Bachelor of Commerce (BCom)
Boston College
Yucaipa Companies January 2006 - Present
Lehman Brothers 2004 - 2006
Skills
Private Equity, Valuation, LBO, Financial Modeling, Investment Banking, Due Diligence, Mergers & Acquisitions
Education
University of Melbourne 1998 — 2003
Bachelor of Commerce (BCom)
Boston College
Diana Novillo's Lehman Brothers Experience July 2007 - October 2008
Job Director, HR Information Systems at TIAACREF
Industry Human Resources
Experience
TIAA-CREF September 2013 - Present
TIAA-CREF September 2010 - Present
TIAA-CREF October 2008 - September 2010
Lehman Brothers July 2007 - October 2008
MetLife March 2007 - July 2007
MetLife August 1999 - March 2007
Skills
Project Management, Business Analysis, System Testing, Business Process..., Data Quality, Building Relationships
Education
Boston College 1995 — 1999
Bachelor's degree, Psychology
TIAA-CREF September 2013 - Present
TIAA-CREF September 2010 - Present
TIAA-CREF October 2008 - September 2010
Lehman Brothers July 2007 - October 2008
MetLife March 2007 - July 2007
MetLife August 1999 - March 2007
Skills
Project Management, Business Analysis, System Testing, Business Process..., Data Quality, Building Relationships
Education
Boston College 1995 — 1999
Bachelor's degree, Psychology
Anna Kim's Lehman Brothers Experience November 2005 - December 2007
Job VP, HR Business Partner BlackRock
Industry Financial Services
Experience
BlackRock September 2013 - Present
Apollo Global Management LLC May 2012 - Present
Goldman Sachs December 2007 - May 2012
Lehman Brothers November 2005 - December 2007
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2004
Bachelor of Science (B.S.), Marketing and Human Resources Management
BlackRock September 2013 - Present
Apollo Global Management LLC May 2012 - Present
Goldman Sachs December 2007 - May 2012
Lehman Brothers November 2005 - December 2007
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2004
Bachelor of Science (B.S.), Marketing and Human Resources Management
Vanessa (Martelli) Marquez's Lehman Brothers Experience 1998 - 2000
Job Vice President at Gibraltar Private Bank & Trust
Industry Banking
Experience
Gibraltar Private Bank & Trust 2005 - Present
Breakstone & Ruth International 2002 - 2004
Merrill Lynch 2000 - 2002
Lehman Brothers 1998 - 2000
UBS Investment Bank 1997 - 1998
Education
Boston College 1991 — 1995
Westminster Christian School
High School
Gibraltar Private Bank & Trust 2005 - Present
Breakstone & Ruth International 2002 - 2004
Merrill Lynch 2000 - 2002
Lehman Brothers 1998 - 2000
UBS Investment Bank 1997 - 1998
Education
Boston College 1991 — 1995
Westminster Christian School
High School
Peter Ober's Lehman Brothers Experience 1989 - 1995
Job VP project manager at Wachovia Securities
Industry Financial Services
Experience
Wachovia Securities Project manager - Real Estate tech.Wachovia1995 - Present
Lehman Brothers 1989 - 1995
Education
Boston College 1975 — 1979
Wachovia Securities Project manager - Real Estate tech.Wachovia1995 - Present
Lehman Brothers 1989 - 1995
Education
Boston College 1975 — 1979
Alex Robayo's Lehman Brothers Experience November 1995 - September 2008
Job Vice President at Barclays Capital
Industry Information Technology and Services
Experience
Barclays Capital September 2008 - Present
Lehman Brothers November 1995 - September 2008
AT&T Credit April 1993 - November 1995
Skills
Trading Systems, Fixed Income, Sybase, Electronic Trading, Market Data, Prime Brokerage, Exchange Connectivity, Capital Markets, Java, Oracle 9i, Solace, Eclipse, Perforce, C++, Oracle, Autosys, Middle Office, Investment Banking, TIBCO Rendezvous, Reference Data, SDLC, Structured Products, Market Risk, Equity Trading, Hedge Funds, Collateral Management, TIBCO, Trading, Equity Derivatives
Education
Rensselaer Polytechnic Institute 1991 — 1992
MS, Computer Science
Boston College 1987 — 1991
BA, Computer Science, Math
Barclays Capital September 2008 - Present
Lehman Brothers November 1995 - September 2008
AT&T Credit April 1993 - November 1995
Skills
Trading Systems, Fixed Income, Sybase, Electronic Trading, Market Data, Prime Brokerage, Exchange Connectivity, Capital Markets, Java, Oracle 9i, Solace, Eclipse, Perforce, C++, Oracle, Autosys, Middle Office, Investment Banking, TIBCO Rendezvous, Reference Data, SDLC, Structured Products, Market Risk, Equity Trading, Hedge Funds, Collateral Management, TIBCO, Trading, Equity Derivatives
Education
Rensselaer Polytechnic Institute 1991 — 1992
MS, Computer Science
Boston College 1987 — 1991
BA, Computer Science, Math
Rene Canezin's Lehman Brothers Experience July 1990 - September 2008
Job Head of Fixed Income, Credit and Commodities
Industry Financial Services
Experience
Harvard Management Company April 2011 - Present
Barclays Capital September 2008 - April 2011
Lehman Brothers July 1990 - September 2008
Skills
Trading, High Yield, Fixed Income, Hedge Funds, Alternative Investments
Education
Boston College 1986 — 1990
BA, Finance
Harvard Management Company April 2011 - Present
Barclays Capital September 2008 - April 2011
Lehman Brothers July 1990 - September 2008
Skills
Trading, High Yield, Fixed Income, Hedge Funds, Alternative Investments
Education
Boston College 1986 — 1990
BA, Finance
Elizabeth Ricciardelli's Lehman Brothers Experience June 1992 - July 1996
Job AVP, Recruiting Manager at Chubb
Industry Financial Services
Experience
Chubb September 2010 - Present
Citigroup April 2006 - February 2009
Citigroup September 1998 - April 2006
Sterling Commerce August 1997 - August 1998
Salomon Brothers January 1997 - August 1997
Lehman Brothers June 1992 - July 1996
Lord & Taylor August 1990 - May 1992
Skills
Talent Acquisition, Strategy, Human Resources, Temporary Placement, Management, Sourcing, Applicant Tracking..., Recruiting, Interviews, Talent Management, New Hire Orientations, Leadership, Performance Appraisal, Marketing, Succession Planning, Screening, Employee Training, Employee Relations, Project Management, Team Leadership, Networking, Deferred Compensation, Strategic Sourcing, Budgets, Taleo, Resume Writing, Process Improvement, Performance Management, Onboarding
Education
Teachers College of Columbia University 1996 — 1997
MA, Organizational Psychology
Boston College 1985 — 1989
BS, Marketing
Chubb September 2010 - Present
Citigroup April 2006 - February 2009
Citigroup September 1998 - April 2006
Sterling Commerce August 1997 - August 1998
Salomon Brothers January 1997 - August 1997
Lehman Brothers June 1992 - July 1996
Lord & Taylor August 1990 - May 1992
Skills
Talent Acquisition, Strategy, Human Resources, Temporary Placement, Management, Sourcing, Applicant Tracking..., Recruiting, Interviews, Talent Management, New Hire Orientations, Leadership, Performance Appraisal, Marketing, Succession Planning, Screening, Employee Training, Employee Relations, Project Management, Team Leadership, Networking, Deferred Compensation, Strategic Sourcing, Budgets, Taleo, Resume Writing, Process Improvement, Performance Management, Onboarding
Education
Teachers College of Columbia University 1996 — 1997
MA, Organizational Psychology
Boston College 1985 — 1989
BS, Marketing
Mabel Wong's Lehman Brothers Experience August 2007 - September 2008
Job Equities Portfolio SalesTrader
Industry Banking
Experience
CLSA April 2014 - September 2014
Nomura Hong Kong Limited October 2008 - April 2013
Lehman Brothers August 2007 - September 2008
Skills
Capital Markets, Equities, Equity Trading, Investment Banking, Asian Markets, Emerging Markets, Sales, Trading, Electronic Trading, Algorithms, CRM, Bloomberg, Fidessa, Index Funds, ETFs, Client Relations, Client Services, Trading Systems
Education
Wellesley College
Bachelor of Arts (B.A.), International Relations and Affairs
The University of Hong Kong
Semester Abroad, International Relations
Boston Latin School
CLSA April 2014 - September 2014
Nomura Hong Kong Limited October 2008 - April 2013
Lehman Brothers August 2007 - September 2008
Skills
Capital Markets, Equities, Equity Trading, Investment Banking, Asian Markets, Emerging Markets, Sales, Trading, Electronic Trading, Algorithms, CRM, Bloomberg, Fidessa, Index Funds, ETFs, Client Relations, Client Services, Trading Systems
Education
Wellesley College
Bachelor of Arts (B.A.), International Relations and Affairs
The University of Hong Kong
Semester Abroad, International Relations
Boston Latin School
Douglas Klumpp's Lehman Brothers Experience 1997 - 2005
Job Director, Equity Plans at 21st Century Fox
Industry Human Resources
Experience
21st Century Fox January 2011 - Present
Dow Jones 2005 - 2010
Lehman Brothers 1997 - 2005
Ernst & Young 1995 - 1997
Education
Boston University
Bachelor of Arts (B.A.), Economics
21st Century Fox January 2011 - Present
Dow Jones 2005 - 2010
Lehman Brothers 1997 - 2005
Ernst & Young 1995 - 1997
Education
Boston University
Bachelor of Arts (B.A.), Economics
Ellison Quijano's Lehman Brothers Experience 2006 - 2008
Job at CIII Capital Partners LLC
Industry Commercial Real Estate
Experience
C-III Capital Partners LLC November 2010 - Present
Amalgamated Bank November 2008 - November 2010
Lehman Brothers 2006 - 2008
Rye Capital Services, LLC 2003 - 2006
The Philippine American Chamber of Commerce January 1993 - December 2002
Education
New York University 2002 — 2004
MS
Boston University 1988 — 1992
BA
C-III Capital Partners LLC November 2010 - Present
Amalgamated Bank November 2008 - November 2010
Lehman Brothers 2006 - 2008
Rye Capital Services, LLC 2003 - 2006
The Philippine American Chamber of Commerce January 1993 - December 2002
Education
New York University 2002 — 2004
MS
Boston University 1988 — 1992
BA
Fran Bresnan's Lehman Brothers Experience August 1984 - October 1996
Job Franchise Principal, Randstad Professionals
Industry Staffing and Recruiting
Experience
Randstad USA April 1995 - Present
Lehman Brothers August 1984 - October 1996
Skills
Business Analysis, Recruiting, Human Resources, Temporary Placement, Permanent Placement, Strategy, Technical Recruiting, Talent Acquisition, Applicant Tracking..., Temporary Staffing, Leadership, Management
Education
Cornell University 1981 — 1983
MILR, Human Resources
Boston College 1977 — 1981
BA, Psychology
Randstad USA April 1995 - Present
Lehman Brothers August 1984 - October 1996
Skills
Business Analysis, Recruiting, Human Resources, Temporary Placement, Permanent Placement, Strategy, Technical Recruiting, Talent Acquisition, Applicant Tracking..., Temporary Staffing, Leadership, Management
Education
Cornell University 1981 — 1983
MILR, Human Resources
Boston College 1977 — 1981
BA, Psychology
Bill Safarik's Lehman Brothers Experience September 2000 - July 2002
Job Director Financial Analysis at Wellington Management
Industry Financial Services
Experience
Wellington Management December 2002 - Present
Lehman Brothers September 2000 - July 2002
PricewaterhouseCoopers July 1998 - September 2000
Skills
Variance Analysis, Financial Analysis, Asset Management, Financial Modeling, Corporate Finance, Forecasting, Expenses, Valuation, Accounting, Access, Excel
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2006
MBA, MSF, Finance, General
Trinity College-Hartford 1994 — 1995
BA, Economics, Mathematical Models and Data
Chaminade High School 1990 — 1994
Wellington Management December 2002 - Present
Lehman Brothers September 2000 - July 2002
PricewaterhouseCoopers July 1998 - September 2000
Skills
Variance Analysis, Financial Analysis, Asset Management, Financial Modeling, Corporate Finance, Forecasting, Expenses, Valuation, Accounting, Access, Excel
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2006
MBA, MSF, Finance, General
Trinity College-Hartford 1994 — 1995
BA, Economics, Mathematical Models and Data
Chaminade High School 1990 — 1994
Alexis Vaughan's Lehman Brothers Experience June 2004 - May 2008
Job Fixed Income Sales at VTB Capital
Industry Banking
Experience
VTB Capital June 2011 - Present
Troika Dialog June 2008 - May 2011
Lehman Brothers June 2004 - May 2008
Education
Boston University 1999 — 2002
Harrow School 1993 — 1998
VTB Capital June 2011 - Present
Troika Dialog June 2008 - May 2011
Lehman Brothers June 2004 - May 2008
Education
Boston University 1999 — 2002
Harrow School 1993 — 1998
Scott Mushkin's Lehman Brothers Experience 2001 - 2004
Job managing director at Wolfe Research, LLC
Industry Financial Services
Experience
Wolfe Research, LLC May 2013 - Present
Jefferies & Company June 2008 - May 2013
Banc of America Securities 2005 - 2007
Lehman Brothers 2001 - 2004
Education
The University of Chicago - Booth School of Business 1999 — 2001
mba, finance, economics, strategy
Boston College 1987 — 1991
ba, history
Wolfe Research, LLC May 2013 - Present
Jefferies & Company June 2008 - May 2013
Banc of America Securities 2005 - 2007
Lehman Brothers 2001 - 2004
Education
The University of Chicago - Booth School of Business 1999 — 2001
mba, finance, economics, strategy
Boston College 1987 — 1991
ba, history
Alison Finck's Lehman Brothers Experience July 2008 - December 2008
Job Associate at Booz & Company
Industry Financial Services
Experience
Booz & Company October 2013 - Present
J.P. Morgan November 2009 - March 2011
Capital IQ January 2009 - November 2009
Lehman Brothers July 2008 - December 2008
Lehman Brothers 2007 - 2007
Skills
Financial Analysis, Investments, Financial Modeling, Bloomberg, Valuation, Corporate Finance, Series 7, Microsoft Excel, PowerPoint, Asset Managment, Capital IQ, Microsoft Word, Microsoft Office, Derivatives, Equity Research, Capital Markets, Investment Banking
Education
Columbia Business School 2012 — 2013
Master of Business Administration (M.B.A.)
Boston College 2004 — 2008
Bachelor of Science (B.S.), Business Management
Booz & Company October 2013 - Present
J.P. Morgan November 2009 - March 2011
Capital IQ January 2009 - November 2009
Lehman Brothers July 2008 - December 2008
Lehman Brothers 2007 - 2007
Skills
Financial Analysis, Investments, Financial Modeling, Bloomberg, Valuation, Corporate Finance, Series 7, Microsoft Excel, PowerPoint, Asset Managment, Capital IQ, Microsoft Word, Microsoft Office, Derivatives, Equity Research, Capital Markets, Investment Banking
Education
Columbia Business School 2012 — 2013
Master of Business Administration (M.B.A.)
Boston College 2004 — 2008
Bachelor of Science (B.S.), Business Management
Kristi Papanikolaw's Lehman Brothers Experience May 1993 - January 1998
Job Senior Vice President Institutional Equity Sales at Wunderlich Securities
Industry Investment Banking
Experience
Wunderlich Securities March 2011 - Present
Merriman Capital, Inc. September 2004 - March 2011
Natexis Bleichroeder Inc February 1998 - September 2004
Lehman Brothers May 1993 - January 1998
Education
Boston University
Bachelor's Degree, Finance, General
Wunderlich Securities March 2011 - Present
Merriman Capital, Inc. September 2004 - March 2011
Natexis Bleichroeder Inc February 1998 - September 2004
Lehman Brothers May 1993 - January 1998
Education
Boston University
Bachelor's Degree, Finance, General
Julie Schultz's Lehman Brothers Experience 1999 - 1999
Job Portfolio Manager at AIG Asset Management
Industry Financial Services
Experience
AIG Asset Management January 2013 - Present
Arch Capital Group Ltd. September 2009 - December 2012
American International Group January 2008 - August 2009
AIG Investments January 2008 - August 2009
Barclays Capital April 2006 - November 2007
Barclays Capital August 2004 - April 2006
Lehman Brothers 1999 - 1999
Skills
Credit, Banking, Fixed Income, Strategy, Bloomberg, Portfolio Management, Derivatives, Financial Modeling, Capital Markets, Hedge Funds, Valuation, Asset Managment, Emerging Markets, Equities, Investments, Alternative Investments, Investment Banking, Series 7, Financial Markets, Bonds
Education
Princeton University 2001 — 2004
Economics
Boston University 1997 — 2001
BA/MA, Economics
Helena High School
AIG Asset Management January 2013 - Present
Arch Capital Group Ltd. September 2009 - December 2012
American International Group January 2008 - August 2009
AIG Investments January 2008 - August 2009
Barclays Capital April 2006 - November 2007
Barclays Capital August 2004 - April 2006
Lehman Brothers 1999 - 1999
Skills
Credit, Banking, Fixed Income, Strategy, Bloomberg, Portfolio Management, Derivatives, Financial Modeling, Capital Markets, Hedge Funds, Valuation, Asset Managment, Emerging Markets, Equities, Investments, Alternative Investments, Investment Banking, Series 7, Financial Markets, Bonds
Education
Princeton University 2001 — 2004
Economics
Boston University 1997 — 2001
BA/MA, Economics
Helena High School
Dana Albert's Lehman Brothers Experience 1993 - 1995
Job Sales Representative at Ganz
Industry Retail
Experience
Ganz April 2007 - Present
Orangetown Family Practice 2003 - 2006
Cancer Care March 1996 - August 2003
Lehman Brothers 1993 - 1995
Education
Boston University 1987 — 1991
Bachelors, Education
Ganz April 2007 - Present
Orangetown Family Practice 2003 - 2006
Cancer Care March 1996 - August 2003
Lehman Brothers 1993 - 1995
Education
Boston University 1987 — 1991
Bachelors, Education
Elliot Katz's Lehman Brothers Experience July 1996 - July 1998
Job Developer at STS Consulting
Industry Financial Services
Experience
STS Consulting September 2012 - Present
Moody's July 2004 - August 2012
Merrill Lynch May 1998 - June 2003
Lehman Brothers July 1996 - July 1998
Skills
Java, Sun Certified Java..., Java Enterprise Edition, C++, Perl, SQL, JavaScript, XML, JBoss Application Server, Maven, Eclipse, Websphere, PL/SQL
Education
Massachusetts Institute of Technology
Bachelor of Science (BS), Mathematics
Boston University
MS, Computer Science
STS Consulting September 2012 - Present
Moody's July 2004 - August 2012
Merrill Lynch May 1998 - June 2003
Lehman Brothers July 1996 - July 1998
Skills
Java, Sun Certified Java..., Java Enterprise Edition, C++, Perl, SQL, JavaScript, XML, JBoss Application Server, Maven, Eclipse, Websphere, PL/SQL
Education
Massachusetts Institute of Technology
Bachelor of Science (BS), Mathematics
Boston University
MS, Computer Science
Jeremiah Stafford's Lehman Brothers Experience December 2003 - September 2008
Job Seniro Vice President at Barclays Capital
Industry Financial Services
Experience
Barclays Capital October 2008 - Present
Lehman Brothers December 2003 - September 2008
Education
Boston College 1993 — 1996
BS, Finance
Barclays Capital October 2008 - Present
Lehman Brothers December 2003 - September 2008
Education
Boston College 1993 — 1996
BS, Finance
Jeb Ebbott's Lehman Brothers Experience 1996 - 1997
Job SVP Capital Markets at Santander Consumer USA Inc.
Industry Financial Services
Experience
Santander Consumer USA Inc. August 2014 - Present
Silverton Consulting Group July 2013 - August 2014
Rabobank April 2011 - June 2013
Paramax Capital Partners, LLC November 2008 - April 2010
Citigroup Global Markets, Inc. August 1997 - January 2008
Lehman Brothers 1996 - 1997
Salomon Brothers 1987 - 1996
Goldman Sachs 1984 - 1987
Skills
Structured Finance, Capital Markets, Securitization, Loans, Finance, Portfolio Management, ABS, Private Equity, Structured Products, Financial Structuring, Loan Origination, Investments, CDO, Securities, Mergers & Acquisitions, Valuation, Financial Services, Fixed Income, Investment Banking, Financial Institutions, Marketing, Client Development, New Business Development, Collaborative Problem..., Fixed Income Strategies, Client Relations Skills, Business Analysis, Origination, Project Management
Education
Boston University 1977 — 1981
BA
Santander Consumer USA Inc. August 2014 - Present
Silverton Consulting Group July 2013 - August 2014
Rabobank April 2011 - June 2013
Paramax Capital Partners, LLC November 2008 - April 2010
Citigroup Global Markets, Inc. August 1997 - January 2008
Lehman Brothers 1996 - 1997
Salomon Brothers 1987 - 1996
Goldman Sachs 1984 - 1987
Skills
Structured Finance, Capital Markets, Securitization, Loans, Finance, Portfolio Management, ABS, Private Equity, Structured Products, Financial Structuring, Loan Origination, Investments, CDO, Securities, Mergers & Acquisitions, Valuation, Financial Services, Fixed Income, Investment Banking, Financial Institutions, Marketing, Client Development, New Business Development, Collaborative Problem..., Fixed Income Strategies, Client Relations Skills, Business Analysis, Origination, Project Management
Education
Boston University 1977 — 1981
BA
Christina Gin-Nielsen's Lehman Brothers Experience 1995 - 1998
Job Global HR Generalist/Senior VicePresident at XL Capital
Industry Financial Services
Experience
XL Capital / XL Global Services / XL Insurance 2005 - Present
XL Capital January 2004 - December 2004
XL Global Services January 2003 - December 2003
Booz Allen & Hamilton, Inc. New York, NY 1998 - 2000
Oxford Health Plans, Norwalk, CT 1998 - 1999
Lehman Brothers 1995 - 1998
Goldman Sachs 1987 - 1994
Saks Fifth Avenue, New York, NY 1984 - 1986
Education
Boston College
BA, Economics/Political Science
New York University - Leonard N. Stern School of Business
MBA, Finance/International Business
XL Capital / XL Global Services / XL Insurance 2005 - Present
XL Capital January 2004 - December 2004
XL Global Services January 2003 - December 2003
Booz Allen & Hamilton, Inc. New York, NY 1998 - 2000
Oxford Health Plans, Norwalk, CT 1998 - 1999
Lehman Brothers 1995 - 1998
Goldman Sachs 1987 - 1994
Saks Fifth Avenue, New York, NY 1984 - 1986
Education
Boston College
BA, Economics/Political Science
New York University - Leonard N. Stern School of Business
MBA, Finance/International Business
Jonathan Epstein's Lehman Brothers Experience 1991 - 2005
Job Managing Director at GreenOak Real Estate Advisors LP
Industry Financial Services
Experience
GreenOak Real Estate Advisors LP April 2011 - Present
hackman capital March 2006 - June 2010
lehman brothers 1991 - 2005
Merrill Lynch August 1989 - May 1991
Skills
Real Estate Finance, Debt, Asset Management, Real Estate Private..., CMBS, Mezzanine, Structured Finance, Structuring, Deal Structuring, Securitization, Origination, Due Diligence, Real Estate, Private Equity, Alternative Investments, Capital Markets, Venture Capital, Valuation, Investments, Investment Banking, Restructuring, Debt Restructuring, Real Estate Investment, Real Estate Development, Hedge Funds, Financial Modeling, Joint Ventures, Corporate Finance, Dispositions, Principal Investing, Workout, Mortgage, Financial Analysis, Structured Products, Asset Managment, Acquisitions, Capital, Capital Raising, Disposition, Financial Structuring, Investment Properties, Loan Origination, Leveraged Finance, Mergers, Mortgage Lending, Negotiation, Private Placements, Real Estate Economics, Real Estate Financing
Education
Boston University 1985 — 1989
BSBA, Finance
GreenOak Real Estate Advisors LP April 2011 - Present
hackman capital March 2006 - June 2010
lehman brothers 1991 - 2005
Merrill Lynch August 1989 - May 1991
Skills
Real Estate Finance, Debt, Asset Management, Real Estate Private..., CMBS, Mezzanine, Structured Finance, Structuring, Deal Structuring, Securitization, Origination, Due Diligence, Real Estate, Private Equity, Alternative Investments, Capital Markets, Venture Capital, Valuation, Investments, Investment Banking, Restructuring, Debt Restructuring, Real Estate Investment, Real Estate Development, Hedge Funds, Financial Modeling, Joint Ventures, Corporate Finance, Dispositions, Principal Investing, Workout, Mortgage, Financial Analysis, Structured Products, Asset Managment, Acquisitions, Capital, Capital Raising, Disposition, Financial Structuring, Investment Properties, Loan Origination, Leveraged Finance, Mergers, Mortgage Lending, Negotiation, Private Placements, Real Estate Economics, Real Estate Financing
Education
Boston University 1985 — 1989
BSBA, Finance
Abhijit Shee's Lehman Brothers Experience 2008 - 2008
Job Vice President at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase July 2009 - Present
Barclays Capital December 2008 - July 2009
Bear Stearns July 2003 - June 2008
Lehman Brothers 2008 - 2008
Deutsche Bank Securities August 2001 - June 2003
Scient June 2000 - June 2001
Sapient January 1994 - May 2000
Education
Boston University 1990 — 1993
M.S
Indian Institute of Technology, Kharagpur 1986 — 1990
B.Tech (Hons.)
DAV Jawahar Vidya Mandir, Ranchi 1974 — 1986
High School, English, Physics, Mathematics, Chemistry
JP Morgan Chase July 2009 - Present
Barclays Capital December 2008 - July 2009
Bear Stearns July 2003 - June 2008
Lehman Brothers 2008 - 2008
Deutsche Bank Securities August 2001 - June 2003
Scient June 2000 - June 2001
Sapient January 1994 - May 2000
Education
Boston University 1990 — 1993
M.S
Indian Institute of Technology, Kharagpur 1986 — 1990
B.Tech (Hons.)
DAV Jawahar Vidya Mandir, Ranchi 1974 — 1986
High School, English, Physics, Mathematics, Chemistry
Matthew Savino's Lehman Brothers Experience July 2004 - September 2008
Job Managing Director at BlackRock
Industry Investment Management
Experience
BlackRock September 2010 - Present
Barclays Capital 2008 - October 2010
Lehman Brothers July 2004 - September 2008
Latham & Watkins September 2001 - July 2004
Education
New York University School of Law 1998 — 2001
JD
Boston College 1994 — 1998
BA, Philosophy
Chaminade High School 1990 — 1994
BlackRock September 2010 - Present
Barclays Capital 2008 - October 2010
Lehman Brothers July 2004 - September 2008
Latham & Watkins September 2001 - July 2004
Education
New York University School of Law 1998 — 2001
JD
Boston College 1994 — 1998
BA, Philosophy
Chaminade High School 1990 — 1994
Shovana Chowdhury's Lehman Brothers Experience January 2008 - September 2008
Job Associate Asset Management at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2014 - Present
Consilium Partners October 2013 - April 2014
Liberty Mutual Insurance June 2013 - August 2013
Barclays Capital September 2008 - April 2012
Lehman Brothers January 2008 - September 2008
Choice Hotels International June 2006 - May 2007
Skills
FX Options, Banking, Trading, Cash Flow, Investments, Finance, Management, Financial Modeling, Analysis, Corporate Finance, Valuation, Financial Analysis, Portfolio Management, Mutual Funds, Asset Management
Education
Boston College - Carroll School of Management 2012 — 2014
Master of Business Administration (MBA), Asset Management
University of Maryland - Robert H. Smith School of Business 2003 — 2007
Bachelor's of Science, Finance, International Business
J.P. Morgan October 2014 - Present
Consilium Partners October 2013 - April 2014
Liberty Mutual Insurance June 2013 - August 2013
Barclays Capital September 2008 - April 2012
Lehman Brothers January 2008 - September 2008
Choice Hotels International June 2006 - May 2007
Skills
FX Options, Banking, Trading, Cash Flow, Investments, Finance, Management, Financial Modeling, Analysis, Corporate Finance, Valuation, Financial Analysis, Portfolio Management, Mutual Funds, Asset Management
Education
Boston College - Carroll School of Management 2012 — 2014
Master of Business Administration (MBA), Asset Management
University of Maryland - Robert H. Smith School of Business 2003 — 2007
Bachelor's of Science, Finance, International Business
Brian Dossie's Lehman Brothers Experience September 2007 - May 2008
Job Senior Vice President at HSBC
Industry Financial Services
Experience
HSBC March 2009 - Present
Middle Market Start Up Company May 2008 - March 2009
Lehman Brothers September 2007 - May 2008
Merrill Lynch January 2003 - September 2007
Fleet Bank February 2000 - January 2003
Bank of Tokyo-Mitsubishi June 1996 - February 2000
Chemical Bank October 1994 - June 1996
The Chase Manhattan Bank September 1992 - June 1996
Skills
Capital Markets, Portfolio Management, Credit Analysis, Corporate Finance, Private Equity, Credit, Financial Structuring, Loans, Banking, Mergers & Acquisitions, Syndications, Asset Based Lending, Cash Flow, Capital, Finance, Loan Origination, Financial Analysis, Investment Banking, Financial Modeling, Mergers
Education
Fordham Gabelli School of Business 1995 — 1999
MBA, Finance
Boston College 1988 — 1992
BS, Finance / Marketing
Fordham Preparatory School 1984 — 1988
HS Diploma
HSBC March 2009 - Present
Middle Market Start Up Company May 2008 - March 2009
Lehman Brothers September 2007 - May 2008
Merrill Lynch January 2003 - September 2007
Fleet Bank February 2000 - January 2003
Bank of Tokyo-Mitsubishi June 1996 - February 2000
Chemical Bank October 1994 - June 1996
The Chase Manhattan Bank September 1992 - June 1996
Skills
Capital Markets, Portfolio Management, Credit Analysis, Corporate Finance, Private Equity, Credit, Financial Structuring, Loans, Banking, Mergers & Acquisitions, Syndications, Asset Based Lending, Cash Flow, Capital, Finance, Loan Origination, Financial Analysis, Investment Banking, Financial Modeling, Mergers
Education
Fordham Gabelli School of Business 1995 — 1999
MBA, Finance
Boston College 1988 — 1992
BS, Finance / Marketing
Fordham Preparatory School 1984 — 1988
HS Diploma
chris westfahl's Lehman Brothers Experience 1998 - 2008
Job Managing Director at Silverpeak Real Estate Partners
Industry Construction
Experience
Silverpeak Real Estate Partners 2010 - Present
Lehman Brothers 1998 - 2008
GE Capital 1989 - 1998
Education
Boston College
Economics
University of Connecticut
MBA
Silverpeak Real Estate Partners 2010 - Present
Lehman Brothers 1998 - 2008
GE Capital 1989 - 1998
Education
Boston College
Economics
University of Connecticut
MBA
Gokul Prabhakar's Lehman Brothers Experience January 2007 - September 2008
Job VP at J P Morgan Chase
Industry Financial Services
Experience
J P Morgan Chase January 2012 - Present
Barclays Capital September 2008 - Present
Lehman Brothers January 2007 - September 2008
Lehman Brothers April 2005 - September 2008
Lehman Brothers April 2005 - September 2008
Lehman Brothers April 2005 - September 2008
Lehman Brothers April 2005 - December 2006
Bear Stearns & Co November 2004 - March 2005
Bear Stearns & Co November 2004 - March 2005
Lucent Bell Labs Research July 2000 - October 2004
Skills
Acting, Options, Fixed Income, Derivatives, Integration, Market Risk, Trading, Trading Systems, Java, Risk Management, SDLC, Equity Derivatives, Sybase, Middle Office, Valuation, Financial Risk, Interest Rate..., Swaps, Rates, Quantitative Analytics, Electronic Trading
Education
Concordia University, Canada 1991 — 1996
Ph.D, Computer Science
Concordia University
Ph.D, Comp. Sci
Boston University 1987 — 1988
M.S., Computer Engineering
Boston University
M.S, Comp. Engg
REC Trichy 1983 — 1987
B.E. Hons, EEE
Regional Engineering College
B.E. (Hons), EEE
J P Morgan Chase January 2012 - Present
Barclays Capital September 2008 - Present
Lehman Brothers January 2007 - September 2008
Lehman Brothers April 2005 - September 2008
Lehman Brothers April 2005 - September 2008
Lehman Brothers April 2005 - September 2008
Lehman Brothers April 2005 - December 2006
Bear Stearns & Co November 2004 - March 2005
Bear Stearns & Co November 2004 - March 2005
Lucent Bell Labs Research July 2000 - October 2004
Skills
Acting, Options, Fixed Income, Derivatives, Integration, Market Risk, Trading, Trading Systems, Java, Risk Management, SDLC, Equity Derivatives, Sybase, Middle Office, Valuation, Financial Risk, Interest Rate..., Swaps, Rates, Quantitative Analytics, Electronic Trading
Education
Concordia University, Canada 1991 — 1996
Ph.D, Computer Science
Concordia University
Ph.D, Comp. Sci
Boston University 1987 — 1988
M.S., Computer Engineering
Boston University
M.S, Comp. Engg
REC Trichy 1983 — 1987
B.E. Hons, EEE
Regional Engineering College
B.E. (Hons), EEE
Jesus Suapengco's Lehman Brothers Experience September 1992 - September 2008
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2014 - Present
Barclays Capital September 2008 - April 2014
Lehman Brothers September 1992 - September 2008
First Boston September 1987 - September 1992
Grumman Aerospace July 1982 - September 1987
Education
New York University - Polytechnic School of Engineering 1985 — 1987
MS, Mechanical/Aerospace Engineering
Boston University 1978 — 1982
BS, Mechanical Engineering
JPMorgan Chase April 2014 - Present
Barclays Capital September 2008 - April 2014
Lehman Brothers September 1992 - September 2008
First Boston September 1987 - September 1992
Grumman Aerospace July 1982 - September 1987
Education
New York University - Polytechnic School of Engineering 1985 — 1987
MS, Mechanical/Aerospace Engineering
Boston University 1978 — 1982
BS, Mechanical Engineering
Julie (DiBerardino) Laveglia's Lehman Brothers Experience 2007 - 2009
Job Senior Advisor and International Programs Manager at Washington University in St. Louis
Industry International Affairs
Experience
Washington University in St. Louis 2011 - Present
Harvard University 2009 - 2011
Lehman Brothers 2007 - 2009
New York University 2005 - 2007
Japan Exchange and Teaching Program(me) (JET) 2004 - 2005
Skills
International Relations, Research, International..., Policy Analysis, Microsoft Office, Public Speaking, Nonprofits, Social Media, English, Strategic Planning, Project Management, Program Management, Editing, Public Policy, Capacity Building, Microsoft Excel, Public Relations, Spanish, PowerPoint
Education
New York University
Master of Arts (MA), International and Comparative Education
Boston College
Bachelor of Arts (BA), Human Development, Environmental Studies
Washington University in St. Louis 2011 - Present
Harvard University 2009 - 2011
Lehman Brothers 2007 - 2009
New York University 2005 - 2007
Japan Exchange and Teaching Program(me) (JET) 2004 - 2005
Skills
International Relations, Research, International..., Policy Analysis, Microsoft Office, Public Speaking, Nonprofits, Social Media, English, Strategic Planning, Project Management, Program Management, Editing, Public Policy, Capacity Building, Microsoft Excel, Public Relations, Spanish, PowerPoint
Education
New York University
Master of Arts (MA), International and Comparative Education
Boston College
Bachelor of Arts (BA), Human Development, Environmental Studies
June D'Orsi Ventresca's Lehman Brothers Experience 1990 - 1993
Job Loan Securitization
Industry Investment Banking
Experience
Lehman Brothers 1990 - 1993
FGIC 1989 - 1990
Drexel Burnham Lambert 1986 - 1989
Education
New York University - Leonard N. Stern School of Business 1987 — 1990
MBA 1990, Finance
Boston College 1980 — 1984
BA, Mathematics
Lehman Brothers 1990 - 1993
FGIC 1989 - 1990
Drexel Burnham Lambert 1986 - 1989
Education
New York University - Leonard N. Stern School of Business 1987 — 1990
MBA 1990, Finance
Boston College 1980 — 1984
BA, Mathematics
Greg Swenson's Lehman Brothers Experience 1992 - 2003
Job Senior Partner at Agincourt, Ltd.
Industry Investment Banking
Experience
Agincourt, Ltd. 2008 - Present
HSBC Global Banking and Markets 2006 - 2008
Lehman Brothers 1992 - 2003
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Finance, Economics
Boston College 1980 — 1984
BS, Accounting
Agincourt, Ltd. 2008 - Present
HSBC Global Banking and Markets 2006 - 2008
Lehman Brothers 1992 - 2003
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Finance, Economics
Boston College 1980 — 1984
BS, Accounting
Leila Ahmadifar's Lehman Brothers Experience 1998 - 2001
Job President, Abrao Capital Partners
Industry Commercial Real Estate
Experience
Abrao Capital Partners February 2015 - Present
City Real Estate Advisors, Inc. May 2013 - January 2015
Citigroup June 2006 - October 2012
PNC Multifamily Capital 2002 - 2006
Lehman Brothers 1998 - 2001
New York Equity Fund 1996 - July 1997
New York Equity Fund January 1994 - January 1996
Skills
Real Estate Economics, Asset Managment, Due Diligence, Financial Modeling, Investments, Real Estate Financing, Financial Structuring, Underwriting, Real Estate Transactions, Acquisitions, LIHTC, Tax Credits, Debt Restructuring, Asset Management, Disposition, Real Estate Development, Private Equity, Real Estate, Finance, Equities, Loan Origination, Structured Finance
Education
Columbia University - Graduate School of Architecture, Planning and Preservation
MS, Real Estate Development
Boston University
BS, Finance
Abrao Capital Partners February 2015 - Present
City Real Estate Advisors, Inc. May 2013 - January 2015
Citigroup June 2006 - October 2012
PNC Multifamily Capital 2002 - 2006
Lehman Brothers 1998 - 2001
New York Equity Fund 1996 - July 1997
New York Equity Fund January 1994 - January 1996
Skills
Real Estate Economics, Asset Managment, Due Diligence, Financial Modeling, Investments, Real Estate Financing, Financial Structuring, Underwriting, Real Estate Transactions, Acquisitions, LIHTC, Tax Credits, Debt Restructuring, Asset Management, Disposition, Real Estate Development, Private Equity, Real Estate, Finance, Equities, Loan Origination, Structured Finance
Education
Columbia University - Graduate School of Architecture, Planning and Preservation
MS, Real Estate Development
Boston University
BS, Finance
Jenny Lum's Lehman Brothers Experience June 2008 - August 2008
Job Marketing Analyst at Customer Portfolios
Industry Marketing and Advertising
Experience
Customer Portfolios June 2010 - Present
Interfaith Hospitality Network of NW Philadelphia July 2009 - June 2010
Lehman Brothers June 2008 - August 2008
Lehman Brothers June 2007 - August 2007
Lehman Brothers June 2006 - August 2006
Skills
Database Marketing, Microsoft Excel, Nonprofits, Grant Writing, Email Marketing
Education
Bryn Mawr College 2005 — 2009
B.A., Psychology
Boston Latin School
Customer Portfolios June 2010 - Present
Interfaith Hospitality Network of NW Philadelphia July 2009 - June 2010
Lehman Brothers June 2008 - August 2008
Lehman Brothers June 2007 - August 2007
Lehman Brothers June 2006 - August 2006
Skills
Database Marketing, Microsoft Excel, Nonprofits, Grant Writing, Email Marketing
Education
Bryn Mawr College 2005 — 2009
B.A., Psychology
Boston Latin School
Kevin Conery's Lehman Brothers Experience 1985 - 2002
Job Preferred Analyst at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray July 2010 - Present
Merrill Lynch 2003 - 2009
Holy Cross School 1998 - 2004
Lehman Brothers 1985 - 2002
Skills
Securities, Valuation, Credit Analysis, Credit, Analysis, Fixed Income, Capital Markets, Equities, Investments, Investment Banking, Asset Management, Series 7, Financial Modeling, Trading, Research, Financial Analysis
Education
University at Albany, SUNY 1983 — 1985
MBA, Finance
Boston College 1978 — 1982
BA, Spanish Language and Literature
Piper Jaffray July 2010 - Present
Merrill Lynch 2003 - 2009
Holy Cross School 1998 - 2004
Lehman Brothers 1985 - 2002
Skills
Securities, Valuation, Credit Analysis, Credit, Analysis, Fixed Income, Capital Markets, Equities, Investments, Investment Banking, Asset Management, Series 7, Financial Modeling, Trading, Research, Financial Analysis
Education
University at Albany, SUNY 1983 — 1985
MBA, Finance
Boston College 1978 — 1982
BA, Spanish Language and Literature
Robert Yap's Lehman Brothers Experience 2007 - 2008
Job Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank July 2011 - Present
Quadriserv November 2008 - August 2011
Lehman Brothers 2007 - 2008
Goldman Sachs 2003 - 2007
FINRA 2002 - 2003
Education
Boston College 1990 — 1994
BA, Political Science
UBS Investment Bank July 2011 - Present
Quadriserv November 2008 - August 2011
Lehman Brothers 2007 - 2008
Goldman Sachs 2003 - 2007
FINRA 2002 - 2003
Education
Boston College 1990 — 1994
BA, Political Science
Tim Genirs's Lehman Brothers Experience September 1996 - Present
Job MD at Barclays Capital
Industry Financial Services
Experience
Barclays Capital September 1996 - Present
Lehman Brothers September 1996 - Present
JP Morgan 1987 - 1994
Education
Boston College
B.A., Computer Science
N.Y.U. Stern School of Business
Finance
Barclays Capital September 1996 - Present
Lehman Brothers September 1996 - Present
JP Morgan 1987 - 1994
Education
Boston College
B.A., Computer Science
N.Y.U. Stern School of Business
Finance
Wesley Del Col, CFP®'s Lehman Brothers Experience November 1997 - May 2001
Job Managing Partner at Guidance Point Advisors
Industry Financial Services
Experience
Guidance Point Advisors Senior Vice PresidentRetirement System Group Inc2004 - 2008
Lehman Brothers November 1997 - May 2001
Skills
Retirement Plan..., Retirement Planning, 401k, Investments, Retirement, Mutual Funds
Education
Rhodes College 1994 — 1996
BA
Boston College - Wallace E. Carroll Graduate School of Management
MBA
Loomis Chaffee
Guidance Point Advisors Senior Vice PresidentRetirement System Group Inc2004 - 2008
Lehman Brothers November 1997 - May 2001
Skills
Retirement Plan..., Retirement Planning, 401k, Investments, Retirement, Mutual Funds
Education
Rhodes College 1994 — 1996
BA
Boston College - Wallace E. Carroll Graduate School of Management
MBA
Loomis Chaffee
Damian Fuah's Lehman Brothers Experience 1997 - 2008
Job Independent Investor
Industry Investment Management
Experience
DF Development Corp. September 2008 - Present
Lehman Brothers 1997 - 2008
Morgan Stanley 1994 - 1997
Central Intelligence Agency 1990 - 1993
Ford Foundation 1984 - 1990
US Navy 1978 - 1980
Skills
Asset Managment, Alternative Investments, Equities, Fixed Income, Capital Markets, Trading, Investments
Education
Boston University 1980 — 1984
BA, Dramatic Literature
Newton North High School 1974 — 1978
Diploma
DF Development Corp. September 2008 - Present
Lehman Brothers 1997 - 2008
Morgan Stanley 1994 - 1997
Central Intelligence Agency 1990 - 1993
Ford Foundation 1984 - 1990
US Navy 1978 - 1980
Skills
Asset Managment, Alternative Investments, Equities, Fixed Income, Capital Markets, Trading, Investments
Education
Boston University 1980 — 1984
BA, Dramatic Literature
Newton North High School 1974 — 1978
Diploma
Jun Dambara's Lehman Brothers Experience June 2008 - August 2008
Job FXDD Japan Head of Sales
Industry Financial Services
Experience
blue inc December 2014 - Present
FXDD March 2010 - Present
Metrica Consulting January 2009 - June 2009
Elipse Iniciativas January 2009 - May 2009
Lehman Brothers June 2008 - August 2008
Skills
Spanish, Social Media, English, Research, International Relations, Sales, Market Research, Social Media Marketing, Translation, Social Networking, Business Development, Marketing Communications, Japanese, Public Speaking, Teaching, Management, Marketing Strategy, Microsoft Office, Marketing
Education
Boston University 2005 — 2009
B.S., Communication
International Institute of Spain 2009 — 2009
Native Level in Spanish
St. Mary's International School 1999 — 2005
International Baccalaureate Dimploma
blue inc December 2014 - Present
FXDD March 2010 - Present
Metrica Consulting January 2009 - June 2009
Elipse Iniciativas January 2009 - May 2009
Lehman Brothers June 2008 - August 2008
Skills
Spanish, Social Media, English, Research, International Relations, Sales, Market Research, Social Media Marketing, Translation, Social Networking, Business Development, Marketing Communications, Japanese, Public Speaking, Teaching, Management, Marketing Strategy, Microsoft Office, Marketing
Education
Boston University 2005 — 2009
B.S., Communication
International Institute of Spain 2009 — 2009
Native Level in Spanish
St. Mary's International School 1999 — 2005
International Baccalaureate Dimploma
Kerry Dolan's Lehman Brothers Experience 2007 - 2008
Job Director
Industry Banking
Experience
Barclays Capital September 2008 - 2012
Lehman Brothers 2007 - 2008
Goldman Sachs 2002 - 2007
Education
Cornell University - Johnson Graduate School of Management 2000 — 2002
MBA
Boston College
BA, Finance
Barclays Capital September 2008 - 2012
Lehman Brothers 2007 - 2008
Goldman Sachs 2002 - 2007
Education
Cornell University - Johnson Graduate School of Management 2000 — 2002
MBA
Boston College
BA, Finance
Kelly Lynch's Lehman Brothers Experience June 2008 - August 2008
Job Senior Recruiter at Zenefits
Industry Human Resources
Experience
Zenefits September 2014 - Present
AlphaSights June 2012 - September 2014
Barclays Capital July 2009 - June 2012
Lehman Brothers June 2008 - August 2008
Skills
Strategy, Recruiting, Financial Analysis, Financial Services, Due Diligence, Investments, Private Equity, Analysis, Data Analysis, Corporate Finance, Derivatives, Investment Banking, Employee Benefits, Leadership, Management, Research, Equities, Human Resources, Social Media, Asset Management, Microsoft Excel, Business Development, Microsoft Office, Public Speaking, Marketing
Education
Boston College
BA, English, Studio Art, French Minor
School of the Holy Child
School of the Holy Child
Zenefits September 2014 - Present
AlphaSights June 2012 - September 2014
Barclays Capital July 2009 - June 2012
Lehman Brothers June 2008 - August 2008
Skills
Strategy, Recruiting, Financial Analysis, Financial Services, Due Diligence, Investments, Private Equity, Analysis, Data Analysis, Corporate Finance, Derivatives, Investment Banking, Employee Benefits, Leadership, Management, Research, Equities, Human Resources, Social Media, Asset Management, Microsoft Excel, Business Development, Microsoft Office, Public Speaking, Marketing
Education
Boston College
BA, English, Studio Art, French Minor
School of the Holy Child
School of the Holy Child
Greg Clower's Lehman Brothers Experience August 2006 - November 2008
Job Senior Vice President; Private Client Advisor
Industry Investment Management
Experience
U.S. Trust 2013 - Present
Credit Suisse 2008 - 2012
Lehman Brothers August 2006 - November 2008
Skills
Capital Markets, Credit, Credit Risk, Private Banking, Fixed Income, Credit Analysis, Financial Markets, Wealth Management, Loans
Education
Villanova University 1990 — 1995
MBA, Business
Boston College 1977 — 1981
B.S., Marketing
U.S. Trust 2013 - Present
Credit Suisse 2008 - 2012
Lehman Brothers August 2006 - November 2008
Skills
Capital Markets, Credit, Credit Risk, Private Banking, Fixed Income, Credit Analysis, Financial Markets, Wealth Management, Loans
Education
Villanova University 1990 — 1995
MBA, Business
Boston College 1977 — 1981
B.S., Marketing
Jenny Suh's Lehman Brothers Experience June 2008 - August 2008
Job Assistant Vice President at Barclays
Industry Financial Services
Experience
Barclays Investment Bank February 2014 - May 2014
Barclays Investment Bank July 2009 - February 2014
Lehman Brothers June 2008 - August 2008
Lighthouse International June 2006 - August 2006
Skills
Microsoft Excel, Investment Banking, Hedge Funds, Securities Regulation
Education
Boston College 2005 — 2009
BA, Psychology
The Peddie School 2000 — 2005
Barclays Investment Bank February 2014 - May 2014
Barclays Investment Bank July 2009 - February 2014
Lehman Brothers June 2008 - August 2008
Lighthouse International June 2006 - August 2006
Skills
Microsoft Excel, Investment Banking, Hedge Funds, Securities Regulation
Education
Boston College 2005 — 2009
BA, Psychology
The Peddie School 2000 — 2005
Robert Kalutkiewicz's Lehman Brothers Experience May 2005 - May 2007
Job Director, Business Development at Sony Pictures Entertainment
Industry Higher Education
Experience
Sony Pictures Entertainment February 2015 - Present
Disney Interactive March 2013 - October 2014
J.P. Morgan June 2011 - March 2013
Shamrock Capital Advisors May 2007 - May 2009
Lehman Brothers May 2005 - May 2007
Skills
Investment Banking, Financial Modeling, Private Equity, Digital Strategy, Corporate Finance, Strategic Planning, Management, Finance, Business Planning, Mergers & Acquisitions, Financial Analysis, Strategy, Valuation, Investments, Business Strategy
Education
University of Southern California - Marshall School of Business 2009 — 2011
Master of Business Administration (MBA), Media and Entertainment, Finance and Technology
Boston College 1998 — 2002
Bachelor's degree, Finance
Sony Pictures Entertainment February 2015 - Present
Disney Interactive March 2013 - October 2014
J.P. Morgan June 2011 - March 2013
Shamrock Capital Advisors May 2007 - May 2009
Lehman Brothers May 2005 - May 2007
Skills
Investment Banking, Financial Modeling, Private Equity, Digital Strategy, Corporate Finance, Strategic Planning, Management, Finance, Business Planning, Mergers & Acquisitions, Financial Analysis, Strategy, Valuation, Investments, Business Strategy
Education
University of Southern California - Marshall School of Business 2009 — 2011
Master of Business Administration (MBA), Media and Entertainment, Finance and Technology
Boston College 1998 — 2002
Bachelor's degree, Finance
Roger H. Williams, III's Lehman Brothers Experience 1992 - 1997
Job Risk Management Professional
Industry Financial Services
Experience
Monic Group, Ltd. 2009 - Present
Royal Bank of Canada 2007 - March 2009
Monic Group, Ltd. 2002 - 2007
Goldman Sachs 2001 - 2002
UBS Investment Bank 1997 - 2000
Lehman Brothers 1992 - 1997
Salomon Brothers 1990 - 1992
Skills
Financial Risk, Foreign Exchange, Auditing, RFP, Project Management, Natural Gas, User Acceptance Testing, Petroleum, Fixed Income, Commodity, Municipal Bonds, Stock Borrow and Loan, Polypaths, Bloomberg Terminal, Murex, Derivative Solutions, Mortgage Securities, Precious Metals, Emerging Markets, GICS, Forwards, Options, Swaps, Derivatives, Capital Markets, Hedge Funds, Portfolio Management, Investment Banking, Equities, Financial Services, Loans, Trading, Financial Modeling, Valuation, Banking, Structured Finance, Mutual Funds, Market Risk, Risk Management, Bonds, Treasury, Currency, MBS
Education
University of Michigan - Stephen M. Ross School of Business 1983 — 1985
MBA, Finance, accounting
Boston University 1976 — 1980
BA, Finance, accounting, political science
Monic Group, Ltd. 2009 - Present
Royal Bank of Canada 2007 - March 2009
Monic Group, Ltd. 2002 - 2007
Goldman Sachs 2001 - 2002
UBS Investment Bank 1997 - 2000
Lehman Brothers 1992 - 1997
Salomon Brothers 1990 - 1992
Skills
Financial Risk, Foreign Exchange, Auditing, RFP, Project Management, Natural Gas, User Acceptance Testing, Petroleum, Fixed Income, Commodity, Municipal Bonds, Stock Borrow and Loan, Polypaths, Bloomberg Terminal, Murex, Derivative Solutions, Mortgage Securities, Precious Metals, Emerging Markets, GICS, Forwards, Options, Swaps, Derivatives, Capital Markets, Hedge Funds, Portfolio Management, Investment Banking, Equities, Financial Services, Loans, Trading, Financial Modeling, Valuation, Banking, Structured Finance, Mutual Funds, Market Risk, Risk Management, Bonds, Treasury, Currency, MBS
Education
University of Michigan - Stephen M. Ross School of Business 1983 — 1985
MBA, Finance, accounting
Boston University 1976 — 1980
BA, Finance, accounting, political science
Bill Gamelli's Lehman Brothers Experience July 1999 - February 2005
Job President at Mocktail Beverages, Inc.
Industry Food & Beverages
Experience
Mocktail Beverages, Inc. August 2012 - Present
Babel Education, Inc. September 2009 - Present
Perkins School for the Blind 2005 - 2012
Credit Suisse February 2005 - September 2009
Turner Hill Golf Club 2007 - 2009
Lehman Brothers July 1999 - February 2005
Salomon Smith Barney January 1995 - July 1999
Skills
Capital Markets, Leadership, Management, Private Equity, Strategic Planning, Venture Capital
Education
Boston University 1987 — 1992
BA, Economics, Political Science
Mocktail Beverages, Inc. August 2012 - Present
Babel Education, Inc. September 2009 - Present
Perkins School for the Blind 2005 - 2012
Credit Suisse February 2005 - September 2009
Turner Hill Golf Club 2007 - 2009
Lehman Brothers July 1999 - February 2005
Salomon Smith Barney January 1995 - July 1999
Skills
Capital Markets, Leadership, Management, Private Equity, Strategic Planning, Venture Capital
Education
Boston University 1987 — 1992
BA, Economics, Political Science
Kiera E. Flynn's Lehman Brothers Experience May 2007 - August 2007
Job Associate at Humes & Wagner, LLP
Industry Law Practice
Experience
Humes & Wagner, LLP April 2010 - Present
MacKay Shields November 2007 - April 2010
Lehman Brothers May 2007 - August 2007
Education
Fordham University School of Law 2006 — 2009
JD
Boston College 2003 — 2006
B.S., Finance
Humes & Wagner, LLP April 2010 - Present
MacKay Shields November 2007 - April 2010
Lehman Brothers May 2007 - August 2007
Education
Fordham University School of Law 2006 — 2009
JD
Boston College 2003 — 2006
B.S., Finance
Jon Walker's Lehman Brothers Experience October 1989 - September 2008
Job Finance
Industry Financial Services
Experience
Stifel Financial Corp. June 2015 - Present
Sterne Agee October 2011 - June 2015
Chapdelaine Credit Partners January 2009 - January 2011
Lehman Brothers October 1989 - September 2008
Skills
Capital Markets, Equities, Fixed Income, Alternative Investments, Hedge Funds, Derivatives, High Yield
Education
Boston College 1985 — 1989
BA, Economics
Stifel Financial Corp. June 2015 - Present
Sterne Agee October 2011 - June 2015
Chapdelaine Credit Partners January 2009 - January 2011
Lehman Brothers October 1989 - September 2008
Skills
Capital Markets, Equities, Fixed Income, Alternative Investments, Hedge Funds, Derivatives, High Yield
Education
Boston College 1985 — 1989
BA, Economics
Ramaswami Murali's Lehman Brothers Experience 1997 - 2005
Job
Industry
Experience
SAC Capital 2010 - 2013
Citi 2008 - 2010
Old Lane LP 2006 - 2008
Lehman Brothers 1997 - 2005
Bankers Trust / Deutsche Bank 1994 - 1997
Salomon Brothers February 1992 - 1994
Travelers Investment Management Company 1985 - 1992
Northeastern University 1983 - 1986
Skills
Electronic Trading, Equity Derivatives, Trading Systems
Education
Boston University
Ph.D and MA, Economics
Indian Insitute of Management, Ahmedabad, India
MBA
SAC Capital 2010 - 2013
Citi 2008 - 2010
Old Lane LP 2006 - 2008
Lehman Brothers 1997 - 2005
Bankers Trust / Deutsche Bank 1994 - 1997
Salomon Brothers February 1992 - 1994
Travelers Investment Management Company 1985 - 1992
Northeastern University 1983 - 1986
Skills
Electronic Trading, Equity Derivatives, Trading Systems
Education
Boston University
Ph.D and MA, Economics
Indian Insitute of Management, Ahmedabad, India
MBA
Nick Rabiecki's Lehman Brothers Experience June 1992 - December 1996
Job Executive Director, J P Morgan
Industry Financial Services
Experience
J.P.Morgan December 1996 - Present
Lehman Brothers June 1992 - December 1996
Skills
Asset Management, Fixed Income, Bloomberg, Capital Markets, Securities
Education
Fordham University - Graduate School of Business Administration 1981 — 1983
Master of Business Administration (MBA), Finance, General, Unfortunately
Boston College 1974 — 1978
BA, Poli Sci/Econ
J.P.Morgan December 1996 - Present
Lehman Brothers June 1992 - December 1996
Skills
Asset Management, Fixed Income, Bloomberg, Capital Markets, Securities
Education
Fordham University - Graduate School of Business Administration 1981 — 1983
Master of Business Administration (MBA), Finance, General, Unfortunately
Boston College 1974 — 1978
BA, Poli Sci/Econ
Wesley George's Lehman Brothers Experience 2003 - 2008
Job Portfolio Manager Fixed Income at BlackRock
Industry Capital Markets
Experience
BlackRock September 2012 - Present
BlackRock January 2011 - October 2012
RBC Capital Markets 2008 - 2010
Lehman Brothers 2003 - 2008
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
MBA, Debt Instruments and Securitization
Boston College 1998 — 2002
Bachelor of Science (B.S.), Finance and Communications
Byram hills high school
BlackRock September 2012 - Present
BlackRock January 2011 - October 2012
RBC Capital Markets 2008 - 2010
Lehman Brothers 2003 - 2008
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
MBA, Debt Instruments and Securitization
Boston College 1998 — 2002
Bachelor of Science (B.S.), Finance and Communications
Byram hills high school
Colin Smyth's Lehman Brothers Experience 2005 - 2008
Job Director of Digital Sales at Greater Media
Industry Broadcast Media
Experience
Greater Media Boston April 2013 - Present
Greater Media Boston September 2010 - March 2013
Greater Media Philadelphia September 2009 - August 2010
Barclays Capital September 2008 - May 2009
Lehman Brothers 2005 - 2008
Skills
Digital Marketing, Social Media Marketing, Digital Media, Social Media, Radio, Advertising, Interactive Marketing, Integrated Marketing, Marketing Strategy, Marketing, Broadcast, Sales, New Business Development, Online Advertising, Radio Broadcasting, Sponsorship, Media Buying
Education
Boston College 2001 — 2005
Bachelor of Arts (B.A.)
Thayer Academy 1995 — 2000
Greater Media Boston April 2013 - Present
Greater Media Boston September 2010 - March 2013
Greater Media Philadelphia September 2009 - August 2010
Barclays Capital September 2008 - May 2009
Lehman Brothers 2005 - 2008
Skills
Digital Marketing, Social Media Marketing, Digital Media, Social Media, Radio, Advertising, Interactive Marketing, Integrated Marketing, Marketing Strategy, Marketing, Broadcast, Sales, New Business Development, Online Advertising, Radio Broadcasting, Sponsorship, Media Buying
Education
Boston College 2001 — 2005
Bachelor of Arts (B.A.)
Thayer Academy 1995 — 2000
Erin Molloy Paredes's Lehman Brothers Experience January 2005 - April 2005
Job Asset Services Coordinator at Alexandria Real Estate Equities, Inc.
Industry Financial Services
Experience
Alexandria Real Estate Equities, Inc. May 2014 - Present
Cambridge Associates November 2012 - May 2014
Brown Brothers Harriman July 2006 - October 2012
W. B. Mason January 2006 - May 2006
Lehman Brothers January 2005 - April 2005
Skills
Bloomberg, Microsoft Office, Marketing, Fixed Income
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2012
MBA
Stonehill College 2002 — 2006
B.S., Business Administration
Alexandria Real Estate Equities, Inc. May 2014 - Present
Cambridge Associates November 2012 - May 2014
Brown Brothers Harriman July 2006 - October 2012
W. B. Mason January 2006 - May 2006
Lehman Brothers January 2005 - April 2005
Skills
Bloomberg, Microsoft Office, Marketing, Fixed Income
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2012
MBA
Stonehill College 2002 — 2006
B.S., Business Administration
Alvarez Ramon's Lehman Brothers Experience 1999 - 2004
Job Equity Derivative Sales at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets DirectorRBC Capital Markets2010 - 2015
RBC Capital Markets 2010 - 2015
RBC Capital Markets 2010 - 2015
Citigroup 2004 - 2010
Lehman Brothers 1999 - 2004
Skills
Equity Derivatives, Derivatives, Options, Fixed Income, Hedge Funds, Electronic Trading, Capital Markets, Bloomberg, Equities, Investment Banking, Structured Products, Trading
Education
Duke University - The Fuqua School of Business 1997 — 1999
MBA
Boston College
RBC Capital Markets DirectorRBC Capital Markets2010 - 2015
RBC Capital Markets 2010 - 2015
RBC Capital Markets 2010 - 2015
Citigroup 2004 - 2010
Lehman Brothers 1999 - 2004
Skills
Equity Derivatives, Derivatives, Options, Fixed Income, Hedge Funds, Electronic Trading, Capital Markets, Bloomberg, Equities, Investment Banking, Structured Products, Trading
Education
Duke University - The Fuqua School of Business 1997 — 1999
MBA
Boston College
Samir Sampat, CFA's Lehman Brothers Experience April 2000 - May 2003
Job Vice President Index Sales at MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra)
Industry Financial Services
Experience
MSCI Inc. November 2014 - Present
Wunderlich Securities June 2012 - April 2014
Cantor Fitzgerald August 2005 - August 2011
Lehman Brothers April 2000 - May 2003
Skills
Fixed Income, Capital Markets, Equities, Series 7, Bloomberg, Bonds, Securities, Hedge Funds, Investments, Alternative Investments, Portfolio Management, Investment Banking, Series 63
Education
Emory University - Goizueta Business School 2003 — 2005
Master of Business Administration (MBA), Finance, General
Boston University 1994 — 1998
Bachelor of Business Administration (BBA), Finance, General
MSCI Inc. November 2014 - Present
Wunderlich Securities June 2012 - April 2014
Cantor Fitzgerald August 2005 - August 2011
Lehman Brothers April 2000 - May 2003
Skills
Fixed Income, Capital Markets, Equities, Series 7, Bloomberg, Bonds, Securities, Hedge Funds, Investments, Alternative Investments, Portfolio Management, Investment Banking, Series 63
Education
Emory University - Goizueta Business School 2003 — 2005
Master of Business Administration (MBA), Finance, General
Boston University 1994 — 1998
Bachelor of Business Administration (BBA), Finance, General
Jerome D. Lucas's Lehman Brothers Experience 1984 - 2008
Job Managing Director at Barclays
Industry Financial Services
Experience
Barclays September 2008 - Present
Lehman Brothers 1984 - 2008
Education
Boston College 1970 — 1974
Bachlor of Science, Finance
University of Chicago GSB
Masters of Business Administration
Barclays September 2008 - Present
Lehman Brothers 1984 - 2008
Education
Boston College 1970 — 1974
Bachlor of Science, Finance
University of Chicago GSB
Masters of Business Administration
Stephanie Cadet's Lehman Brothers Experience September 2005 - September 2008
Job Vice President, Institutional Equity Sales
Industry Investment Banking
Experience
CLSA September 2013 - Present
Barclays February 2012 - February 2013
Lehman Brothers September 2005 - September 2008
Lehman Brothers September 2005 - September 2008
BT 2002 - 2005
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Event Planning, Equities, Business Strategy, Capital Markets, Financial Modeling, Hedge Funds, Financial Analysis, Risk Management, Sales, Bloomberg, Finance, Investments
Education
Boston University 1993 — 1997
BA, American History
CLSA September 2013 - Present
Barclays February 2012 - February 2013
Lehman Brothers September 2005 - September 2008
Lehman Brothers September 2005 - September 2008
BT 2002 - 2005
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Event Planning, Equities, Business Strategy, Capital Markets, Financial Modeling, Hedge Funds, Financial Analysis, Risk Management, Sales, Bloomberg, Finance, Investments
Education
Boston University 1993 — 1997
BA, American History
Ryan Romanowski's Lehman Brothers Experience August 1997 - September 2008
Job Director at Citigroup
Industry Financial Services
Experience
Citigroup 2012 - Present
Citi 2012 - Present
Barclays Capital September 2008 - 2012
Lehman Brothers August 1997 - September 2008
Education
Boston College 1993 — 1997
Citigroup 2012 - Present
Citi 2012 - Present
Barclays Capital September 2008 - 2012
Lehman Brothers August 1997 - September 2008
Education
Boston College 1993 — 1997
Justin Bier's Lehman Brothers Experience November 2007 - May 2009
Job Alternative Investment Services Manager
Industry Financial Services
Experience
State Street December 2013 - Present
ING Investment Management June 2011 - November 2013
Harbinger Capital Partners May 2009 - June 2011
Lehman Brothers November 2007 - May 2009
Skills
Bloomberg, Adobe Acrobat, Alternative Investments, Eagle PACE, Essbase, Financial Analysis, Financial Modeling, Financial Reporting, General Ledger, Hedge Funds, Hyperion HFM, IFRS, Microsoft Office, Oracle, Private Equity, Statutory Accounting, US GAAP reporting
Education
Boston University
State Street December 2013 - Present
ING Investment Management June 2011 - November 2013
Harbinger Capital Partners May 2009 - June 2011
Lehman Brothers November 2007 - May 2009
Skills
Bloomberg, Adobe Acrobat, Alternative Investments, Eagle PACE, Essbase, Financial Analysis, Financial Modeling, Financial Reporting, General Ledger, Hedge Funds, Hyperion HFM, IFRS, Microsoft Office, Oracle, Private Equity, Statutory Accounting, US GAAP reporting
Education
Boston University
Sean Harte's Lehman Brothers Experience August 1996 - December 1999
Job Investment Banking Professional
Industry Investment Banking
Experience
Nomura December 2010 - October 2012
UBS February 2004 - October 2010
Goldman Sachs December 1999 - February 2004
Lehman Brothers August 1996 - December 1999
Skills
Alternative Investments, Bloomberg, Capital Markets, Derivatives, Emerging Markets, Equities, Equity Trading, Financial Markets, Fixed Income, Hedge Funds, Investment Banking, Management, Investments, Series 7, Trading, Trading Systems, Valuation
Education
Harvard University 1993 — 1996
Bachelor's degree, Economics
Boston College 1991 — 1992
Nomura December 2010 - October 2012
UBS February 2004 - October 2010
Goldman Sachs December 1999 - February 2004
Lehman Brothers August 1996 - December 1999
Skills
Alternative Investments, Bloomberg, Capital Markets, Derivatives, Emerging Markets, Equities, Equity Trading, Financial Markets, Fixed Income, Hedge Funds, Investment Banking, Management, Investments, Series 7, Trading, Trading Systems, Valuation
Education
Harvard University 1993 — 1996
Bachelor's degree, Economics
Boston College 1991 — 1992
Charles Croney's Lehman Brothers Experience April 2008 - October 2008
Job
Industry Investment Banking
Experience
Lehman Brothers April 2008 - October 2008
Merrill Lynch July 2002 - April 2008
Goldman Sachs May 1994 - July 2002
Skills
Derivatives, English, Investment Banking, Microsoft Excel, Financial Modeling, Economics, Corporate Finance, Banking, Financial Analysis, Risk Management, Fixed Income, Capital Markets, Equities, Hedge Funds, Bloomberg, Financial Markets, Emerging Markets, Trading
Education
Boston College 1988 — 1992
Bachelor of Arts (B.A.), Economics and Mathematics
Lehman Brothers April 2008 - October 2008
Merrill Lynch July 2002 - April 2008
Goldman Sachs May 1994 - July 2002
Skills
Derivatives, English, Investment Banking, Microsoft Excel, Financial Modeling, Economics, Corporate Finance, Banking, Financial Analysis, Risk Management, Fixed Income, Capital Markets, Equities, Hedge Funds, Bloomberg, Financial Markets, Emerging Markets, Trading
Education
Boston College 1988 — 1992
Bachelor of Arts (B.A.), Economics and Mathematics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS