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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Lehman Brothers Employees
Employee
Years
Job
Industry
Roman Jackson Roman Jackson's Lehman Brothers Experience May 2007 - August 2007
Job Program Officer Private Foundation Services at JPMorgan Chase & Co.
Industry Philanthropy
Experience
JPMorgan Chase & Co. May 2015 - Present
Annenberg Foundation June 2009 - May 2015
Harlem Children's Zone October 2008 - May 2009
American Express June 2008 - August 2008
Harlem Children's Zone October 2007 - May 2008
Lehman Brothers May 2007 - August 2007
Warner Music Group May 2006 - August 2006
Morgan Stanley December 2005 - January 2006
Lazard May 2005 - August 2005
Lazard May 2004 - August 2004
Skills
Program Management, Fundraising, Non-profits, Research, Program Development, Community Outreach, Philanthropy, Grants, Leadership, Grant Writing, Public Speaking, Volunteer Management, Program Evaluation, Community Organizing, Event Planning, Strategic Planning, Microsoft Office, Public Policy, Policy Analysis, Social Media, Proposal Writing, Board Development, Capacity Building, Workshop Facilitation, Nonprofits, Social Networking, Staff Development, Social Media Marketing, Non-profit..., Public Relations, Strategic Communications, Annual Giving, Community Development, Policy, Media Relations, Government, Board Relations, Leadership Development, Event Management, Stewardship, Organizational..., Civic Engagement, Youth Development, Editing, Public Health, Social Entrepreneurship, Newsletters, Non-profit Board..., International..., Resource Development
Education
Bowdoin College 2002 — 2007
B.A
JPMorgan Chase & Co. May 2015 - Present
Annenberg Foundation June 2009 - May 2015
Harlem Children's Zone October 2008 - May 2009
American Express June 2008 - August 2008
Harlem Children's Zone October 2007 - May 2008
Lehman Brothers May 2007 - August 2007
Warner Music Group May 2006 - August 2006
Morgan Stanley December 2005 - January 2006
Lazard May 2005 - August 2005
Lazard May 2004 - August 2004
Skills
Program Management, Fundraising, Non-profits, Research, Program Development, Community Outreach, Philanthropy, Grants, Leadership, Grant Writing, Public Speaking, Volunteer Management, Program Evaluation, Community Organizing, Event Planning, Strategic Planning, Microsoft Office, Public Policy, Policy Analysis, Social Media, Proposal Writing, Board Development, Capacity Building, Workshop Facilitation, Nonprofits, Social Networking, Staff Development, Social Media Marketing, Non-profit..., Public Relations, Strategic Communications, Annual Giving, Community Development, Policy, Media Relations, Government, Board Relations, Leadership Development, Event Management, Stewardship, Organizational..., Civic Engagement, Youth Development, Editing, Public Health, Social Entrepreneurship, Newsletters, Non-profit Board..., International..., Resource Development
Education
Bowdoin College 2002 — 2007
B.A
Scott Harris Scott Harris's Lehman Brothers Experience August 2001 - December 2003
Job Director Campaign and Demand Marketing at Adobe
Industry Marketing and Advertising
Experience
Adobe Systems October 2009 - Present
Omniture January 2008 - October 2009
Ancestry.com July 2005 - January 2008
Wells Fargo Investments December 2003 - July 2005
Lehman Brothers August 2001 - December 2003
Household Credit Services August 1996 - August 1999
Covey Leadership October 1993 - August 1996
Skills
Product Management, Lead Generation, Omniture, Analytics, Strategic Planning, Online Advertising, Marketing Strategy, Business Development, Start-ups, Salesforce.com, Investments, Product Marketing, Marketing, Customer Acquisition, Relationship Management, Marketing Automation, B2B Marketing, Demand Generation, Marketing Management, Eloqua, SaaS, Sales, Cross-functional Team..., Web Analytics, Direct Marketing, Integrated Marketing, Strategy, B2B, Segmentation, Leadership, PPC, Strategic Partnerships, Market Analysis, Database Marketing, Email Marketing, Multi-channel Marketing, Online Marketing, Competitive Analysis, Digital Marketing, SEM, Bowling, Bowtie
Education
University of Southern California - Marshall School of Business 1999 — 2001
MBA
Brigham Young University 1990 — 1996
BA
Adobe Systems October 2009 - Present
Omniture January 2008 - October 2009
Ancestry.com July 2005 - January 2008
Wells Fargo Investments December 2003 - July 2005
Lehman Brothers August 2001 - December 2003
Household Credit Services August 1996 - August 1999
Covey Leadership October 1993 - August 1996
Skills
Product Management, Lead Generation, Omniture, Analytics, Strategic Planning, Online Advertising, Marketing Strategy, Business Development, Start-ups, Salesforce.com, Investments, Product Marketing, Marketing, Customer Acquisition, Relationship Management, Marketing Automation, B2B Marketing, Demand Generation, Marketing Management, Eloqua, SaaS, Sales, Cross-functional Team..., Web Analytics, Direct Marketing, Integrated Marketing, Strategy, B2B, Segmentation, Leadership, PPC, Strategic Partnerships, Market Analysis, Database Marketing, Email Marketing, Multi-channel Marketing, Online Marketing, Competitive Analysis, Digital Marketing, SEM, Bowling, Bowtie
Education
University of Southern California - Marshall School of Business 1999 — 2001
MBA
Brigham Young University 1990 — 1996
BA
Steve Moulding Steve Moulding's Lehman Brothers Experience April 1998 - March 1999
Job Quantitative Analyst at Tower Research Capital
Industry Financial Services
Experience
Tower Research Capital October 2013 - Present
Snowbridge Asset Management LLC January 2009 - December 2012
Swiss Re March 2008 - December 2008
Clinton Group June 2006 - November 2007
Paloma Partners June 2005 - December 2005
Clinton Group January 2002 - October 2004
Arbutus Capital April 1998 - December 2001
Lehman Brothers April 1998 - March 1999
Citi 1993 - 1998
Skills
Data Analysis, Asset Management, Alternative Investments, Fixed Income, C++, Hedge Funds, Machine Learning, Portfolio Management, Trading, Investments, Commodities, Managed Futures, Risk Management, Unix, Structured Products, Bonds, Financial Risk, Trading Strategies, Options, Strategy, Valuation, Derivatives, Quantitative Finance, Trading Systems, Quantitative Analytics, Equity Derivatives, Financial Markets, Commodity
Education
Rockefeller University 1993 — 1993
Post-Doctoral Research Fellow, Physics
Brandeis University 1987 — 1993
PhD, Physics
The University of Edinburgh 1983 — 1987
BSc, Mathematical Physics, Summa Cum Laude (1st Class Hons)
Tower Research Capital October 2013 - Present
Snowbridge Asset Management LLC January 2009 - December 2012
Swiss Re March 2008 - December 2008
Clinton Group June 2006 - November 2007
Paloma Partners June 2005 - December 2005
Clinton Group January 2002 - October 2004
Arbutus Capital April 1998 - December 2001
Lehman Brothers April 1998 - March 1999
Citi 1993 - 1998
Skills
Data Analysis, Asset Management, Alternative Investments, Fixed Income, C++, Hedge Funds, Machine Learning, Portfolio Management, Trading, Investments, Commodities, Managed Futures, Risk Management, Unix, Structured Products, Bonds, Financial Risk, Trading Strategies, Options, Strategy, Valuation, Derivatives, Quantitative Finance, Trading Systems, Quantitative Analytics, Equity Derivatives, Financial Markets, Commodity
Education
Rockefeller University 1993 — 1993
Post-Doctoral Research Fellow, Physics
Brandeis University 1987 — 1993
PhD, Physics
The University of Edinburgh 1983 — 1987
BSc, Mathematical Physics, Summa Cum Laude (1st Class Hons)
Matthew Solomon Matthew Solomon's Lehman Brothers Experience 2001 - 2004
Job Vice President, Portfolio Manager at Weston Financial Group, Inc.
Industry Investment Management
Experience
Weston Financial Group, Inc. July 2014 - Present
Investance Americas 2010 - 2014
Wipro Management 2008 - 2010
SSGA June 2007 - September 2007
Fidelity Investments 2004 - 2006
Lehman Brothers 2001 - 2004
Skills
Investment Strategies, Fixed Income Products, Derivatives, Fixed Income, Equities, Capital Markets, Valuation, Swaps, Structured Products, Equity Derivatives, Trading Strategies, Bloomberg, Market Risk, Asset Management, Investments, Asset Allocation, Risk Management, Financial Markets, Industry Analysis, Portfolio Management, Strategic Planning, Strategic Analysis, Strategy Development, Strategy, Trading, Commodity, Emerging Markets, Alternative Investments, Finance, Financial Risk, Bonds, Analysis, Competitive Analysis
Education
Boston University Questrom School of Business 2006 — 2008
MBA, Finance - Capital Markets
Boston University Questrom School of Business 1997 — 2001
BSBA, Accounting and Finance
Weston Financial Group, Inc. July 2014 - Present
Investance Americas 2010 - 2014
Wipro Management 2008 - 2010
SSGA June 2007 - September 2007
Fidelity Investments 2004 - 2006
Lehman Brothers 2001 - 2004
Skills
Investment Strategies, Fixed Income Products, Derivatives, Fixed Income, Equities, Capital Markets, Valuation, Swaps, Structured Products, Equity Derivatives, Trading Strategies, Bloomberg, Market Risk, Asset Management, Investments, Asset Allocation, Risk Management, Financial Markets, Industry Analysis, Portfolio Management, Strategic Planning, Strategic Analysis, Strategy Development, Strategy, Trading, Commodity, Emerging Markets, Alternative Investments, Finance, Financial Risk, Bonds, Analysis, Competitive Analysis
Education
Boston University Questrom School of Business 2006 — 2008
MBA, Finance - Capital Markets
Boston University Questrom School of Business 1997 — 2001
BSBA, Accounting and Finance
Brad Parkin Brad Parkin's Lehman Brothers Experience 1986 - 1992
Job Financial advisor
Industry Financial Services
Experience
VALIC September 2010 - Present
Titan Mgmt, LLC 2005 - Present
Applied Financial, Inc. April 2004 - December 2005
Merrill Scott/CGI, Inc August 1998 - December 2003
Freedom Mortgage 1992 - 1998
Lehman Brothers 1986 - 1992
Skills
Strategic Financial..., Financial Analysis, Management, Tax, Finance, Sales, Investments, Portfolio Management, Financial Reporting, Mergers & Acquisitions, Securities, Small Business, Mutual Funds, Insurance, Series 7, Budgets, Start-ups, Strategic Planning, Business Strategy, Corporate Finance, Business Planning, Process Improvement, Financial Services, Credit
Education
Brigham Young University
BS, Finance
VALIC September 2010 - Present
Titan Mgmt, LLC 2005 - Present
Applied Financial, Inc. April 2004 - December 2005
Merrill Scott/CGI, Inc August 1998 - December 2003
Freedom Mortgage 1992 - 1998
Lehman Brothers 1986 - 1992
Skills
Strategic Financial..., Financial Analysis, Management, Tax, Finance, Sales, Investments, Portfolio Management, Financial Reporting, Mergers & Acquisitions, Securities, Small Business, Mutual Funds, Insurance, Series 7, Budgets, Start-ups, Strategic Planning, Business Strategy, Corporate Finance, Business Planning, Process Improvement, Financial Services, Credit
Education
Brigham Young University
BS, Finance
cheryl katz cheryl katz's Lehman Brothers Experience January 1990 - March 1995
Job Doer of Everything
Industry Think Tanks
Experience
Self-employed March 1998 - Present
Merrill Lynch April 1994 - April 1999
Lehman Brothers January 1990 - March 1995
Skills
Public Speaking, Customer Service, Community Outreach, Microsoft Word, Event Management, Policy Analysis, Project Management, English, Coaching, Team Building, Leadership, Analysis, Government, Data Analysis, Policy
Education
New York University 1992 — 1994
Master of Business Administration (MBA), Financial Theory
Brandeis University 1986 — 1989
Bachelor of Arts (BA), Econmics and Psychology
Self-employed March 1998 - Present
Merrill Lynch April 1994 - April 1999
Lehman Brothers January 1990 - March 1995
Skills
Public Speaking, Customer Service, Community Outreach, Microsoft Word, Event Management, Policy Analysis, Project Management, English, Coaching, Team Building, Leadership, Analysis, Government, Data Analysis, Policy
Education
New York University 1992 — 1994
Master of Business Administration (MBA), Financial Theory
Brandeis University 1986 — 1989
Bachelor of Arts (BA), Econmics and Psychology
Deidre-Ann Nelson Deidre-Ann Nelson's Lehman Brothers Experience May 2003 - August 2003
Job CRDP Associate: Central America & Caribbean Strategy Advisor at Genentech
Industry Biotechnology
Experience
Genentech June 2015 - Present
Genentech October 2014 - June 2015
Genentech July 2013 - September 2014
Amgen June 2012 - August 2012
Goldman Sachs June 2007 - June 2011
Goldman Sachs July 2005 - May 2007
Teach for America August 2004 - February 2005
Lehman Brothers May 2003 - August 2003
Partnering Organization: Community HealthCare Network (CHN) May 2002 - August 2002
Skills
Biotechnology, Marketing Strategy, Program Management, Market Analysis, Leadership Development, Analysis, Marketing, Product Management, Leadership, Healthcare, Public Speaking, Blogging, Financial Modeling, Strategic Communications
Education
Duke University - The Fuqua School of Business 2011 — 2013
Master of Business Administration (MBA), Certificate in Health Sector Management & Concentrations - Marketing Strategy & Product Management
Tel Aviv University 2012 — 2012
Study Abroad, Innovation in Israel
Brandeis University 2001 — 2005
Bachelor of Arts (B.A.), Major:Economics & Minor: Spanish Language and Literature
Genentech June 2015 - Present
Genentech October 2014 - June 2015
Genentech July 2013 - September 2014
Amgen June 2012 - August 2012
Goldman Sachs June 2007 - June 2011
Goldman Sachs July 2005 - May 2007
Teach for America August 2004 - February 2005
Lehman Brothers May 2003 - August 2003
Partnering Organization: Community HealthCare Network (CHN) May 2002 - August 2002
Skills
Biotechnology, Marketing Strategy, Program Management, Market Analysis, Leadership Development, Analysis, Marketing, Product Management, Leadership, Healthcare, Public Speaking, Blogging, Financial Modeling, Strategic Communications
Education
Duke University - The Fuqua School of Business 2011 — 2013
Master of Business Administration (MBA), Certificate in Health Sector Management & Concentrations - Marketing Strategy & Product Management
Tel Aviv University 2012 — 2012
Study Abroad, Innovation in Israel
Brandeis University 2001 — 2005
Bachelor of Arts (B.A.), Major:Economics & Minor: Spanish Language and Literature
Todd Simon Todd Simon's Lehman Brothers Experience 1993 - 1995
Job Head of Corporate Development and M&A at xAd, Inc.
Industry Online Media
Experience
xAd, Inc March 2015 - Present
CITIC Capital January 2007 - Present
Oppenheimer & Co. March 2011 - January 2015
MadeFire July 2010 - June 2014
the Rubicon Project July 2009 - June 2014
Riverside Management Group January 2006 - June 2010
Bank of America 2005 - 2005
NeighborhoodScout 2001 - 2004
Donaldson, Lufkin & Jenrette 1995 - 2001
Lehman Brothers 1993 - 1995
Skills
Venture Capital, Corporate Development, Strategic Partnerships, Investment Banking, Strategy, Business Development, Due Diligence, Mergers & Acquisitions, IPO, Valuation, Entrepreneurship, Private Equity, Digital Media, Investments, Financial Analysis, Strategic Planning, Advertising, M, Mergers, Start-ups
Education
Columbia University - Columbia Business School 1992 — 1993
Brandeis University 1981 — 1985
Economics
xAd, Inc March 2015 - Present
CITIC Capital January 2007 - Present
Oppenheimer & Co. March 2011 - January 2015
MadeFire July 2010 - June 2014
the Rubicon Project July 2009 - June 2014
Riverside Management Group January 2006 - June 2010
Bank of America 2005 - 2005
NeighborhoodScout 2001 - 2004
Donaldson, Lufkin & Jenrette 1995 - 2001
Lehman Brothers 1993 - 1995
Skills
Venture Capital, Corporate Development, Strategic Partnerships, Investment Banking, Strategy, Business Development, Due Diligence, Mergers & Acquisitions, IPO, Valuation, Entrepreneurship, Private Equity, Digital Media, Investments, Financial Analysis, Strategic Planning, Advertising, M, Mergers, Start-ups
Education
Columbia University - Columbia Business School 1992 — 1993
Brandeis University 1981 — 1985
Economics
Vishal Melwani's Lehman Brothers Experience June 2008 - August 2008
Job Compliance Manager at American Express | J.D. Candidate at Brooklyn Law School (PartTime Division)
Industry Financial Services
Experience
American Express September 2013 - Present
Davis Polk & Wardwell LLP May 2015 - August 2015
Barclays Capital July 2009 - September 2013
Lehman Brothers June 2008 - August 2008
Lehman Brothers September 2006 - August 2007
Education
Brooklyn Law School 2012 — 2016
Juris Doctor (J.D.) Candidate, Part-Time Division
New York University - Leonard N. Stern School of Business 2005 — 2009
Bachelor of Science, Finance/International Business/Religious Studies
American Express September 2013 - Present
Davis Polk & Wardwell LLP May 2015 - August 2015
Barclays Capital July 2009 - September 2013
Lehman Brothers June 2008 - August 2008
Lehman Brothers September 2006 - August 2007
Education
Brooklyn Law School 2012 — 2016
Juris Doctor (J.D.) Candidate, Part-Time Division
New York University - Leonard N. Stern School of Business 2005 — 2009
Bachelor of Science, Finance/International Business/Religious Studies
David Learned David Learned's Lehman Brothers Experience December 1985 - February 1998
Job Head Trader at Oechsle International Advisors
Industry Financial Services
Experience
Oechsle International Advisors August 1999 - Present
Fidelity Capital Markets February 1998 - August 1999
Lehman Brothers December 1985 - February 1998
Skills
Equities, Bloomberg, Fixed Income, Trading, Derivatives, Investments, Hedge Funds, Portfolio Management, Capital Markets, Asset Management, Options, Series 7, Financial Markets, Alternative Investments, Securities, Equity Research, Equity Trading, Electronic Trading, Series 63, Trading Systems
Education
Boston University Graduate School of Management 1985 — 1987
Master of Business Administration (MBA), Finance, High Honors
University of Massachusetts, Amherst 1981 — 1985
BA, Economics and Political Science, Cum Laude
Oechsle International Advisors August 1999 - Present
Fidelity Capital Markets February 1998 - August 1999
Lehman Brothers December 1985 - February 1998
Skills
Equities, Bloomberg, Fixed Income, Trading, Derivatives, Investments, Hedge Funds, Portfolio Management, Capital Markets, Asset Management, Options, Series 7, Financial Markets, Alternative Investments, Securities, Equity Research, Equity Trading, Electronic Trading, Series 63, Trading Systems
Education
Boston University Graduate School of Management 1985 — 1987
Master of Business Administration (MBA), Finance, High Honors
University of Massachusetts, Amherst 1981 — 1985
BA, Economics and Political Science, Cum Laude
Barbara Sohn Barbara Sohn's Lehman Brothers Experience 1991 - 1993
Job Assistant Vice President, Corporate Marketing at Verisk Analytics
Industry Insurance
Experience
Verisk Analytics June 2014 - Present
Verisk Analytics April 2013 - May 2014
Verisk Analytics June 2012 - March 2013
Verisk Analytics March 2004 - May 2012
Merrill Lynch January 2000 - February 2004
JPMorgan 1994 - 1996
Lehman Brothers 1991 - 1993
Network Management Inc. 1987 - 1991
Skills
Marketing Communications, Writing, Marketing Strategy, Project Management, Strategic Planning, Advertising, Budgets, Email Marketing, Team Building, Data Analysis, CRM, Marketing Research, Management, Market Research
Education
New York University - Leonard N. Stern School of Business
MBA, Marketing
State University of New York at Albany
B.A., Psychology
Brandeis University
two years of coursework, Psychology
Verisk Analytics June 2014 - Present
Verisk Analytics April 2013 - May 2014
Verisk Analytics June 2012 - March 2013
Verisk Analytics March 2004 - May 2012
Merrill Lynch January 2000 - February 2004
JPMorgan 1994 - 1996
Lehman Brothers 1991 - 1993
Network Management Inc. 1987 - 1991
Skills
Marketing Communications, Writing, Marketing Strategy, Project Management, Strategic Planning, Advertising, Budgets, Email Marketing, Team Building, Data Analysis, CRM, Marketing Research, Management, Market Research
Education
New York University - Leonard N. Stern School of Business
MBA, Marketing
State University of New York at Albany
B.A., Psychology
Brandeis University
two years of coursework, Psychology
Domonkos Koltai Domonkos Koltai's Lehman Brothers Experience 2004 - 2007
Job Investment Banker
Industry Financial Services
Experience
PL Advisors 2011 - Present
Amber Capital 2007 - 2010
Lehman Brothers 2004 - 2007
Putnam Lovell 2000 - 2004
ING Barings 1995 - 1998
Citibank Hungary 1994 - 1995
Skills
Investments, Hedge Funds, Asset Management, Mergers, Financial Institutions, Asset Managment, Investment Banking, Mergers & Acquisitions, Corporate Finance, Financial Analysis, Valuation, Emerging Markets, Finance, Alternative Investments, Private Equity, Financial Services, Capital Markets
Education
Brandeis University, Lemberg - International Business School 1998 — 2000
Masters, International Business
Queens University of Charlotte 1991 — 1994
BA, Business Administration
PL Advisors 2011 - Present
Amber Capital 2007 - 2010
Lehman Brothers 2004 - 2007
Putnam Lovell 2000 - 2004
ING Barings 1995 - 1998
Citibank Hungary 1994 - 1995
Skills
Investments, Hedge Funds, Asset Management, Mergers, Financial Institutions, Asset Managment, Investment Banking, Mergers & Acquisitions, Corporate Finance, Financial Analysis, Valuation, Emerging Markets, Finance, Alternative Investments, Private Equity, Financial Services, Capital Markets
Education
Brandeis University, Lemberg - International Business School 1998 — 2000
Masters, International Business
Queens University of Charlotte 1991 — 1994
BA, Business Administration
Natalie Genovesi-Martello's Lehman Brothers Experience August 2006 - April 2008
Job Vice President at J.P. Morgan Chase
Industry Financial Services
Experience
J.P. Morgan December 2014 - Present
Skyliners Synchronized Skating Team May 2007 - Present
Barclays February 2013 - December 2014
Barclays February 2010 - February 2013
Lehman Brothers / Barclays April 2008 - February 2010
Lehman Brothers August 2006 - April 2008
Skills
Banking, Investment Banking
Education
Boston University - School of Management 2002 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
J.P. Morgan December 2014 - Present
Skyliners Synchronized Skating Team May 2007 - Present
Barclays February 2013 - December 2014
Barclays February 2010 - February 2013
Lehman Brothers / Barclays April 2008 - February 2010
Lehman Brothers August 2006 - April 2008
Skills
Banking, Investment Banking
Education
Boston University - School of Management 2002 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Juliana Wong's Lehman Brothers Experience April 2007 - December 2007
Job AB at Ross Stores, Inc.
Industry Apparel & Fashion
Experience
Ross Stores, Inc. February 2014 - Present
Karmaloop.com February 2012 - March 2013
Karmaloop.com April 2011 - February 2012
Lehman Brothers April 2007 - December 2007
JSSI / Lugz June 2005 - August 2005
Skills
Excel, Access, Word, PowerPoint, Bloomberg, Microsoft Office, Outlook, Project Management, Social Media, Marketing Strategy, Retail, Business Strategy, Marketing, Microsoft Excel, Apparel, E-commerce, Microsoft Word, Inventory Management, Sales, Merchandising, Fashion, Project Planning
Education
Boston University - School of Management 2002 — 2006
Bachelor of Science (B.S.), Business Management, International Management
Lynn Classical High School 1999 — 2002
Ross Stores, Inc. February 2014 - Present
Karmaloop.com February 2012 - March 2013
Karmaloop.com April 2011 - February 2012
Lehman Brothers April 2007 - December 2007
JSSI / Lugz June 2005 - August 2005
Skills
Excel, Access, Word, PowerPoint, Bloomberg, Microsoft Office, Outlook, Project Management, Social Media, Marketing Strategy, Retail, Business Strategy, Marketing, Microsoft Excel, Apparel, E-commerce, Microsoft Word, Inventory Management, Sales, Merchandising, Fashion, Project Planning
Education
Boston University - School of Management 2002 — 2006
Bachelor of Science (B.S.), Business Management, International Management
Lynn Classical High School 1999 — 2002
Jasmine Vallejo Jasmine Vallejo's Lehman Brothers Experience August 2005 - September 2008
Job HR Business Partner Manager at Google
Industry Information Technology and Services
Experience
Google May 2015 - Present
Google December 2008 - Present
Barclays Capital September 2008 - November 2008
Lehman Brothers August 2005 - September 2008
Lehman Brothers June 2003 - July 2005
International Organization for Adolescents (IOFA) September 2004 - June 2005
Brandeis University January 2000 - June 2003
Menaker & Hermann January 1999 - June 2000
Skills
Employee Relations, Coaching, Strategic Planning, Non-profits, Negotiation, Conflict Resolution, Corporate Communications, Talent Management, Human Resources, Change Management, Training, Leadership, Performance Management, Leadership Development, Program Management, Management, Personnel Management
Education
New York University 2003 — 2005
M.P.A., Management, Policy, and Finance
Brandeis University
BA, Politics, Sociology, and Latin American Studies
Google May 2015 - Present
Google December 2008 - Present
Barclays Capital September 2008 - November 2008
Lehman Brothers August 2005 - September 2008
Lehman Brothers June 2003 - July 2005
International Organization for Adolescents (IOFA) September 2004 - June 2005
Brandeis University January 2000 - June 2003
Menaker & Hermann January 1999 - June 2000
Skills
Employee Relations, Coaching, Strategic Planning, Non-profits, Negotiation, Conflict Resolution, Corporate Communications, Talent Management, Human Resources, Change Management, Training, Leadership, Performance Management, Leadership Development, Program Management, Management, Personnel Management
Education
New York University 2003 — 2005
M.P.A., Management, Policy, and Finance
Brandeis University
BA, Politics, Sociology, and Latin American Studies
Scott Guerrier, CPA, MBA's Lehman Brothers Experience March 2008 - October 2008
Job Basel Management Reporting
Industry Financial Services
Experience
Credit Suisse September 2013 - Present
Accounting Policy and SEC Reporting January 2010 - August 2013
SUNTRUST February 2009 - December 2009
Lehman Brothers March 2008 - October 2008
Morgan Stanley September 2002 - February 2008
Credit Suisse First Boston November 1996 - August 2002
Skills
Accounting Policy, SEC Financial Reporting, US GAAP reporting, Legal Entity..., Asset Derecognition, Hedge Accounting, Derivatives, Asset-backed..., Intangible Assets, Residential Mortgages, Commercial Mortgages, CLO, Fair Value, SOX 404, Disclosure, Basel II, Balance Sheet Review, Structured Products, Treasury, Impairment Testing, IFRS, CLN, FAS, Mergers & Acquisitions, Securitization, Capital Markets, Investment Banking, Finance, Equities, Structured Finance, Consolidation, Policy, Portfolio Management, Financial Services
Education
Boston University - School of Management
B.S.B.A
FORDHAM UNIVERSITY, GRADUATE SCHOOL OF BUSINESS
MBA
Credit Suisse September 2013 - Present
Accounting Policy and SEC Reporting January 2010 - August 2013
SUNTRUST February 2009 - December 2009
Lehman Brothers March 2008 - October 2008
Morgan Stanley September 2002 - February 2008
Credit Suisse First Boston November 1996 - August 2002
Skills
Accounting Policy, SEC Financial Reporting, US GAAP reporting, Legal Entity..., Asset Derecognition, Hedge Accounting, Derivatives, Asset-backed..., Intangible Assets, Residential Mortgages, Commercial Mortgages, CLO, Fair Value, SOX 404, Disclosure, Basel II, Balance Sheet Review, Structured Products, Treasury, Impairment Testing, IFRS, CLN, FAS, Mergers & Acquisitions, Securitization, Capital Markets, Investment Banking, Finance, Equities, Structured Finance, Consolidation, Policy, Portfolio Management, Financial Services
Education
Boston University - School of Management
B.S.B.A
FORDHAM UNIVERSITY, GRADUATE SCHOOL OF BUSINESS
MBA
Adonis Watkins's Lehman Brothers Experience 2006 - 2008
Job Credit Product Specialist at Moody's Analytics
Industry Financial Services
Experience
Moody's Analytics February 2015 - Present
Moody's Analytics November 2013 - January 2015
Moody's Analytics July 2012 - November 2013
CSC Consulting August 2010 - July 2012
PwC August 2009 - May 2010
Lehman Brothers 2006 - 2008
Skills
Analytics, Financial Analysis, Credit Analysis, Bloomberg, Asset Allocation, Asset Management, Business Analytics, Microsoft Excel, PowerPoint, Visio, Asset Managment, SQL, Wealth Management..., Alternative Investments, Salesforce.com, Investment Strategies, Analysis, Capital Markets, Excel, Financial Economics, Private Wealth..., Performance Attribution, Sales Analysis, Fixed Income, Portfolio Management, Equity Research, Relationship Management, Financial Services, Banking, Management, Risk Management
Education
Brandeis University 2005 — 2009
Bachelor of Arts (B.A.), Economics & Politics
Moody's Analytics February 2015 - Present
Moody's Analytics November 2013 - January 2015
Moody's Analytics July 2012 - November 2013
CSC Consulting August 2010 - July 2012
PwC August 2009 - May 2010
Lehman Brothers 2006 - 2008
Skills
Analytics, Financial Analysis, Credit Analysis, Bloomberg, Asset Allocation, Asset Management, Business Analytics, Microsoft Excel, PowerPoint, Visio, Asset Managment, SQL, Wealth Management..., Alternative Investments, Salesforce.com, Investment Strategies, Analysis, Capital Markets, Excel, Financial Economics, Private Wealth..., Performance Attribution, Sales Analysis, Fixed Income, Portfolio Management, Equity Research, Relationship Management, Financial Services, Banking, Management, Risk Management
Education
Brandeis University 2005 — 2009
Bachelor of Arts (B.A.), Economics & Politics
David Lazowski's Lehman Brothers Experience June 2000 - October 2001
Job Branch Manager and Home Mortgage Loan Specialist at Fairway Independent Mortgage Corporation
Industry Real Estate
Experience
Fairway Independent Mortgage Corporation January 2008 - Present
Fairway Independent Mortgage Corporation 2008 - 2010
Sherwood Mortgage Group Inc. July 2006 - 2007
Palm Street Capital 2003 - 2005
Moors & Cabot January 2001 - April 2002
Lehman Brothers June 2000 - October 2001
Oppenheimer & Co. December 1995 - January 2000
Oppenheimer 1995 - 2000
Oppenheimer 1995 - 2000
bear stearns 1995 - 2000
Skills
Residential Mortgages, Mortgage Lending, Loans, Mortgage Banking, Refinance, FHA, Investment Properties, Sales Presentations, Real Estate, FHA financing, Customer Retention, Loan Origination, VA loans, First Time Home Buyers, Sales, Investments, Investors, Residential Homes
Education
Boston University - School of Management 1984 — 1988
Bachelor of Science (BS), Finance, General
Bloomfield High School 1980 — 1984
Graduated
Fairway Independent Mortgage Corporation January 2008 - Present
Fairway Independent Mortgage Corporation 2008 - 2010
Sherwood Mortgage Group Inc. July 2006 - 2007
Palm Street Capital 2003 - 2005
Moors & Cabot January 2001 - April 2002
Lehman Brothers June 2000 - October 2001
Oppenheimer & Co. December 1995 - January 2000
Oppenheimer 1995 - 2000
Oppenheimer 1995 - 2000
bear stearns 1995 - 2000
Skills
Residential Mortgages, Mortgage Lending, Loans, Mortgage Banking, Refinance, FHA, Investment Properties, Sales Presentations, Real Estate, FHA financing, Customer Retention, Loan Origination, VA loans, First Time Home Buyers, Sales, Investments, Investors, Residential Homes
Education
Boston University - School of Management 1984 — 1988
Bachelor of Science (BS), Finance, General
Bloomfield High School 1980 — 1984
Graduated
Jonathan Abelmann's Lehman Brothers Experience June 2007 - July 2008
Job Founder & Managing Director at Invitation Homes
Industry Real Estate
Experience
Invitation Homes April 2012 - Present
Starwood Capital Group July 2008 - July 2011
Lehman Brothers June 2007 - July 2008
Goldman Sachs June 2006 - August 2006
Skills
Real Estate, Capital, Investments, Valuation, Financial Modeling
Education
Brigham Young University 2000 — 2007
BS
Invitation Homes April 2012 - Present
Starwood Capital Group July 2008 - July 2011
Lehman Brothers June 2007 - July 2008
Goldman Sachs June 2006 - August 2006
Skills
Real Estate, Capital, Investments, Valuation, Financial Modeling
Education
Brigham Young University 2000 — 2007
BS
Ariel Weisberg Ariel Weisberg's Lehman Brothers Experience June 2004 - August 2004
Job Software Engineer at DataStax
Industry Computer Software
Experience
DataStax November 2014 - Present
VoltDB 2008 - November 2014
Vertica Systems 2008 - 2009
UFA Inc. February 2005 - September 2008
Lehman Brothers June 2004 - August 2004
Education
Brandeis University 2003 — 2005
Bachelor of Science, Computer Science
Yeshiva University 2001 — 2003
Computer Science
DataStax November 2014 - Present
VoltDB 2008 - November 2014
Vertica Systems 2008 - 2009
UFA Inc. February 2005 - September 2008
Lehman Brothers June 2004 - August 2004
Education
Brandeis University 2003 — 2005
Bachelor of Science, Computer Science
Yeshiva University 2001 — 2003
Computer Science
Patrick Pollifrone Patrick Pollifrone's Lehman Brothers Experience June 2007 - September 2008
Job Manager of Forecasting at Shionogi Inc.
Industry Pharmaceuticals
Experience
Shionogi Inc. September 2013 - Present
Shionogi Inc. June 2012 - September 2013
Avaya May 2011 - May 2012
Barclays Wealth October 2008 - May 2011
Lehman Brothers June 2007 - September 2008
Infinity Consulting Group May 2005 - May 2006
Skills
Financial Modeling, Business Analysis, Financial Analysis, Process Improvement, PeopleSoft, Portfolio Management, Finance, Due Diligence, IPD Analytics, PriceRx, Wolters Kluwer, Profit & Loss, IMS Health, ValueCentric, Business Process..., Vendor Management, Financial Services, Forecasting, Risk Management, Data Analysis, Financial Reporting, Change Management, Project Planning, Strategic Financial...
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2007 — 2010
BS, Accounting
Brookdale Community College 2001 — 2007
Associate of Arts (AA), Business Administration and Management, General
Manalapan High 1997 — 2001
Shionogi Inc. September 2013 - Present
Shionogi Inc. June 2012 - September 2013
Avaya May 2011 - May 2012
Barclays Wealth October 2008 - May 2011
Lehman Brothers June 2007 - September 2008
Infinity Consulting Group May 2005 - May 2006
Skills
Financial Modeling, Business Analysis, Financial Analysis, Process Improvement, PeopleSoft, Portfolio Management, Finance, Due Diligence, IPD Analytics, PriceRx, Wolters Kluwer, Profit & Loss, IMS Health, ValueCentric, Business Process..., Vendor Management, Financial Services, Forecasting, Risk Management, Data Analysis, Financial Reporting, Change Management, Project Planning, Strategic Financial...
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2007 — 2010
BS, Accounting
Brookdale Community College 2001 — 2007
Associate of Arts (AA), Business Administration and Management, General
Manalapan High 1997 — 2001
Josef Muskatel Josef Muskatel's Lehman Brothers Experience January 1994 - May 2003
Job Retired
Industry Banking
Experience
RBC Capital Markets Corp. May 2003 - January 2015
Lehman Brothers January 1994 - May 2003
DLJdirect 2000 - 2000
Sullivan & Cromwell LLP 1990 - 1993
Shadley, Melançon, Boro & Muskatel September 1980 - June 1988
Québec Ministry of Justice September 1978 - September 1980
Skills
Hedge Funds, Equity Derivatives, Derivatives, Securities, Capital Markets
Education
Boston University School of Law 1988 — 1990
J.D., Law
Université de Montréal 1974 — 1977
LL.L., Law
McGill University 1967 — 1972
B.A., Philosophy
RBC Capital Markets Corp. May 2003 - January 2015
Lehman Brothers January 1994 - May 2003
DLJdirect 2000 - 2000
Sullivan & Cromwell LLP 1990 - 1993
Shadley, Melançon, Boro & Muskatel September 1980 - June 1988
Québec Ministry of Justice September 1978 - September 1980
Skills
Hedge Funds, Equity Derivatives, Derivatives, Securities, Capital Markets
Education
Boston University School of Law 1988 — 1990
J.D., Law
Université de Montréal 1974 — 1977
LL.L., Law
McGill University 1967 — 1972
B.A., Philosophy
Alberta Taylor Alberta Taylor's Lehman Brothers Experience April 2008 - October 2008
Job Peoplesoft Developer at Randstad
Industry Information Technology and Services
Experience
Randstad February 2014 - December 2014
Wake Forest Baptist Health January 2012 - November 2012
Lehman Brothers April 2008 - October 2008
The Home Depot 2000 - 2008
Skills
SDLC, Business Analysis, PeopleSoft, Business Process..., Visio, Project Management, Vendor Management, Oracle, Process Improvement, SharePoint, HRIS, SQL, Microsoft SQL Server, Java, Agile Methodologies, Program Management, PeopleCode
Education
Brenau University 1995 — 1997
MBA, Business
Central Michigan University 1985 — 1989
Randstad February 2014 - December 2014
Wake Forest Baptist Health January 2012 - November 2012
Lehman Brothers April 2008 - October 2008
The Home Depot 2000 - 2008
Skills
SDLC, Business Analysis, PeopleSoft, Business Process..., Visio, Project Management, Vendor Management, Oracle, Process Improvement, SharePoint, HRIS, SQL, Microsoft SQL Server, Java, Agile Methodologies, Program Management, PeopleCode
Education
Brenau University 1995 — 1997
MBA, Business
Central Michigan University 1985 — 1989
Deva Finger Deva Finger's Lehman Brothers Experience 1999 - 2004
Job Founder, Chief Investment Officer & Interim President of New Brands at Luxury Brand Partners
Industry Investment Management
Experience
Luxury Brand Partners, LLC November 2011 - Present
BECCA Inc. January 2012 - Present
Oribe Hair Care January 2012 - Present
Smith & Cult December 2013 - Present
R&Co July 2013 - Present
V76 April 2013 - Present
Goldman Sachs July 2004 - 2009
Lehman Brothers 1999 - 2004
Skills
Private Equity, Investment Banking, Venture Capital, Capital Markets, Mergers, Investments, Entrepreneur, Buyouts, Deal Structuring, Alternative Investments, Corporate Development, Valuation, Corporate Finance, Financial Modeling, Fixed Income, LBO, Structuring, Due Diligence, Credit Derivatives, Derivatives, Investor Relations, Growth Capital, Mezzanine, Principal Investing
Education
Stanford University Graduate School of Business 2009 — 2010
Brandeis University 1994 — 1998
BA, Economics, Philosophy
Luxury Brand Partners, LLC November 2011 - Present
BECCA Inc. January 2012 - Present
Oribe Hair Care January 2012 - Present
Smith & Cult December 2013 - Present
R&Co July 2013 - Present
V76 April 2013 - Present
Goldman Sachs July 2004 - 2009
Lehman Brothers 1999 - 2004
Skills
Private Equity, Investment Banking, Venture Capital, Capital Markets, Mergers, Investments, Entrepreneur, Buyouts, Deal Structuring, Alternative Investments, Corporate Development, Valuation, Corporate Finance, Financial Modeling, Fixed Income, LBO, Structuring, Due Diligence, Credit Derivatives, Derivatives, Investor Relations, Growth Capital, Mezzanine, Principal Investing
Education
Stanford University Graduate School of Business 2009 — 2010
Brandeis University 1994 — 1998
BA, Economics, Philosophy
Kelly Pinkerton Kelly Pinkerton's Lehman Brothers Experience August 2007 - December 2007
Job Administration at FC Business Intelligence
Industry Events Services
Experience
FC Business Intelligence April 2011 - Present
Bank of America July 2010 - April 2011
Texas Woman's University August 2009 - November 2010
Punaluu Data August 2009 - May 2010
Brigham Young University - Idaho September 2008 - July 2009
Brigham Young University - Idaho January 2008 - April 2008
Lehman Brothers August 2007 - December 2007
Skills
Event Planning, Marketing, Corporate Events, Leadership, Public Relations, Customer Service, Video, Training, Event Management, Analysis, Microsoft Office, Social Media, Entertainment
Education
Brigham Young University - Idaho 2006 — 2009
Bachelor of Arts, Communication, Public Relations
FC Business Intelligence April 2011 - Present
Bank of America July 2010 - April 2011
Texas Woman's University August 2009 - November 2010
Punaluu Data August 2009 - May 2010
Brigham Young University - Idaho September 2008 - July 2009
Brigham Young University - Idaho January 2008 - April 2008
Lehman Brothers August 2007 - December 2007
Skills
Event Planning, Marketing, Corporate Events, Leadership, Public Relations, Customer Service, Video, Training, Event Management, Analysis, Microsoft Office, Social Media, Entertainment
Education
Brigham Young University - Idaho 2006 — 2009
Bachelor of Arts, Communication, Public Relations
John Randall John Randall's Lehman Brothers Experience 2004 - 2009
Job Senior Vice President at PCCP, LLC
Industry Commercial Real Estate
Experience
PCCP, LLC December 2009 - Present
Lehman Brothers 2004 - 2009
Deutsche Bank 2000 - 2004
Merrill Lynch 1999 - 1999
Daiwa Securities 1996 - 1998
Jones Lang Wootton USA 1994 - 1996
Arthur Andersen 1993 - 1994
Skills
Real Estate, Real Estate Economics, Mezzanine, Asset Managment, Valuation, Investments, CMBS, Due Diligence, Underwriting
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
Bowdoin College 1988 — 1992
AB, Economics and Government
PCCP, LLC December 2009 - Present
Lehman Brothers 2004 - 2009
Deutsche Bank 2000 - 2004
Merrill Lynch 1999 - 1999
Daiwa Securities 1996 - 1998
Jones Lang Wootton USA 1994 - 1996
Arthur Andersen 1993 - 1994
Skills
Real Estate, Real Estate Economics, Mezzanine, Asset Managment, Valuation, Investments, CMBS, Due Diligence, Underwriting
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
Bowdoin College 1988 — 1992
AB, Economics and Government
Scott Schnierer Scott Schnierer's Lehman Brothers Experience 1994 - 1996
Job President at UNIFORCE Staffing Solutions
Industry Staffing and Recruiting
Experience
UNIFORCE Staffing Solutions October 2012 - Present
Comforce 2001 - October 2012
TVT Records 1998 - 2001
Columbia Records 1996 - 1998
Lehman Brothers 1994 - 1996
Skills
Recruiting, Talent Acquisition, Sourcing, Business Planning, Business Development, Selling, Budgets, Marketing, Contract Negotiation, Start-ups, Leadership, Management, Program Management, Technical Recruiting, Advertising, Marketing Strategy, Sales, Temporary Placement, E-commerce, Digital Marketing, Temporary Staffing, Staffing Services, Executive Search, Business Strategy, Account Management, Internet Recruiting, Applicant Tracking...
Education
Fordham University - Graduate School of Business Administration 1998 — 2002
MBA, Dual Concentration: Finance and Marketing
Brandeis University 1987 — 1991
B.A., Economics
PHHS High School
UNIFORCE Staffing Solutions October 2012 - Present
Comforce 2001 - October 2012
TVT Records 1998 - 2001
Columbia Records 1996 - 1998
Lehman Brothers 1994 - 1996
Skills
Recruiting, Talent Acquisition, Sourcing, Business Planning, Business Development, Selling, Budgets, Marketing, Contract Negotiation, Start-ups, Leadership, Management, Program Management, Technical Recruiting, Advertising, Marketing Strategy, Sales, Temporary Placement, E-commerce, Digital Marketing, Temporary Staffing, Staffing Services, Executive Search, Business Strategy, Account Management, Internet Recruiting, Applicant Tracking...
Education
Fordham University - Graduate School of Business Administration 1998 — 2002
MBA, Dual Concentration: Finance and Marketing
Brandeis University 1987 — 1991
B.A., Economics
PHHS High School
Jeff Cromar Jeff Cromar's Lehman Brothers Experience November 2005 - July 2008
Job Vice President Business Development Officer at Meadows Bank
Industry Banking
Experience
Meadows Bank April 2012 - Present
Community West Bank August 2008 - February 2012
Lehman Brothers November 2005 - July 2008
Zion's Bank May 1997 - November 2005
First National Bank of Layton 1997 - 1999
First National Bank of Layton 1997 - 1999
Skills
Sourcing, Loans, Refinance, Investment Properties, Commercial Lending, SBA 7a, SBA, Real Estate, Loan Origination, Mortgage Lending, Construction Loans, Credit, Small Business Lending, Financial Analysis, Finance, Banking, Commercial Real Estate, Commercial Mortgages, Credit Risk, Funding, Lines Of Credit, Due Diligence, Financial Structuring, Relationship Management, Underwriting, Cash Flow Lending, Business Development, Small Business, Real Estate Financing, Mortgage Banking, Real Estate Economics, Commercial Banking, Commercial Finance, Property, Business Acquisition, Asset Based Lending
Education
Brigham Young University
B.S., Physical Therapy, Minor Business
Foothill High School
Meadows Bank April 2012 - Present
Community West Bank August 2008 - February 2012
Lehman Brothers November 2005 - July 2008
Zion's Bank May 1997 - November 2005
First National Bank of Layton 1997 - 1999
First National Bank of Layton 1997 - 1999
Skills
Sourcing, Loans, Refinance, Investment Properties, Commercial Lending, SBA 7a, SBA, Real Estate, Loan Origination, Mortgage Lending, Construction Loans, Credit, Small Business Lending, Financial Analysis, Finance, Banking, Commercial Real Estate, Commercial Mortgages, Credit Risk, Funding, Lines Of Credit, Due Diligence, Financial Structuring, Relationship Management, Underwriting, Cash Flow Lending, Business Development, Small Business, Real Estate Financing, Mortgage Banking, Real Estate Economics, Commercial Banking, Commercial Finance, Property, Business Acquisition, Asset Based Lending
Education
Brigham Young University
B.S., Physical Therapy, Minor Business
Foothill High School
John G. Panagopoulos's Lehman Brothers Experience November 2004 - September 2008
Job Managing Director, Head of US FCC Wholesale at HSBC
Industry Investment Banking
Experience
HSBC September 2015 - Present
Barclays July 2014 - September 2015
Barclays Capital September 2008 - July 2014
Lehman Brothers November 2004 - September 2008
Merrill Lynch October 2002 - November 2004
US Attorney's Office - Eastern District of New York January 2000 - October 2002
NYS Attorney General September 1998 - October 2002
NASD Regulation (FINRA) 1998 - 1998
Skills
OFAC, Private Investigations, Securities, Enforcement, Surveillance, AML, Bribery, Corruption, Whistleblower, KYC, Fraud, Bank Secrecy Act, Series 7, Anti Money Laundering
Education
Brooklyn Law School 1994 — 1997
JD
HSBC September 2015 - Present
Barclays July 2014 - September 2015
Barclays Capital September 2008 - July 2014
Lehman Brothers November 2004 - September 2008
Merrill Lynch October 2002 - November 2004
US Attorney's Office - Eastern District of New York January 2000 - October 2002
NYS Attorney General September 1998 - October 2002
NASD Regulation (FINRA) 1998 - 1998
Skills
OFAC, Private Investigations, Securities, Enforcement, Surveillance, AML, Bribery, Corruption, Whistleblower, KYC, Fraud, Bank Secrecy Act, Series 7, Anti Money Laundering
Education
Brooklyn Law School 1994 — 1997
JD
Alan Bahr Alan Bahr's Lehman Brothers Experience 1993 - 1999
Job Senior Vice President Business Development at SimplyCredit
Industry Financial Services
Experience
SimplyCredit May 2015 - Present
CUNA Mutual Group March 2012 - May 2015
CMG Mortgage Insurance (a CUNA Mutual Group Company) September 2007 - March 2012
Fair Isaac Corp December 2005 - September 2007
Independent Financial Consultant 1999 - 2005
Lehman Brothers 1993 - 1999
Salomon Brothers 1990 - 1993
Drexel Burnham Lambert 1988 - 1990
Bain & Company 1985 - 1988
Skills
Capital Markets, Strategic Planning, Product Development, Product Management, Change Management, Predictive Analytics, Optimization, Cross-functional Team..., Structured Products, Derivatives, Presenter, Communications Audits, Financial Analysis, Finance, Loans, Mortgage Lending, Management, Strategic Partnerships, Financial Services, Selling, Investment Banking, Sales, Risk Management, Leadership, Banking, Business Development
Education
Brigham Young University 1983 — 1985
MBA, Finance and International Focus
SimplyCredit May 2015 - Present
CUNA Mutual Group March 2012 - May 2015
CMG Mortgage Insurance (a CUNA Mutual Group Company) September 2007 - March 2012
Fair Isaac Corp December 2005 - September 2007
Independent Financial Consultant 1999 - 2005
Lehman Brothers 1993 - 1999
Salomon Brothers 1990 - 1993
Drexel Burnham Lambert 1988 - 1990
Bain & Company 1985 - 1988
Skills
Capital Markets, Strategic Planning, Product Development, Product Management, Change Management, Predictive Analytics, Optimization, Cross-functional Team..., Structured Products, Derivatives, Presenter, Communications Audits, Financial Analysis, Finance, Loans, Mortgage Lending, Management, Strategic Partnerships, Financial Services, Selling, Investment Banking, Sales, Risk Management, Leadership, Banking, Business Development
Education
Brigham Young University 1983 — 1985
MBA, Finance and International Focus
Harry Palmin Harry Palmin's Lehman Brothers Experience 1996 - 1998
Job President | CEO | Board Director at Acer Therapeutics Inc.
Industry Biotechnology
Experience
Acer Therapeutics Inc. December 2013 - Present
Extera Partners September 2013 - Present
Novelos Therapeutics, Inc. 1998 - October 2013
Lehman Brothers 1996 - 1998
Morgan Stanley 1993 - 1996
Education
Brandeis University, Lemberg - International Business School 1991 — 1993
M.A., International Economics and Finance
Copenhagen Business School 1992 — 1992
M.A. Program in International Business; Fall Semester
Brandeis University 1988 — 1992
B.A., Economics, Business Minor
London School of Economics and Political Science 1990 — 1991
General Course, Economics; 3rd Year
Acer Therapeutics Inc. December 2013 - Present
Extera Partners September 2013 - Present
Novelos Therapeutics, Inc. 1998 - October 2013
Lehman Brothers 1996 - 1998
Morgan Stanley 1993 - 1996
Education
Brandeis University, Lemberg - International Business School 1991 — 1993
M.A., International Economics and Finance
Copenhagen Business School 1992 — 1992
M.A. Program in International Business; Fall Semester
Brandeis University 1988 — 1992
B.A., Economics, Business Minor
London School of Economics and Political Science 1990 — 1991
General Course, Economics; 3rd Year
Steve Southwick, CFA's Lehman Brothers Experience January 2007 - September 2008
Job Vice President at THL Credit
Industry Venture Capital & Private Equity
Experience
THL Credit, Inc. October 2013 - Present
Enlightenment Capital June 2012 - August 2012
Sorenson Capital August 2009 - August 2011
Barclays Capital September 2008 - June 2009
Lehman Brothers January 2007 - September 2008
Skills
Business Development, Financial Modeling, Valuation, Mergers & Acquisitions, Private Equity, Investment Banking, Investments, Restructuring, Mergers
Education
The University of Chicago - Booth School of Business 2011 — 2013
International MBA, Concentrations in Economics and Strategic Management, Graduated with Honors
HEC Paris
International Exchange
Brigham Young University
Bachelor of Science (BS), Corporate Finance
THL Credit, Inc. October 2013 - Present
Enlightenment Capital June 2012 - August 2012
Sorenson Capital August 2009 - August 2011
Barclays Capital September 2008 - June 2009
Lehman Brothers January 2007 - September 2008
Skills
Business Development, Financial Modeling, Valuation, Mergers & Acquisitions, Private Equity, Investment Banking, Investments, Restructuring, Mergers
Education
The University of Chicago - Booth School of Business 2011 — 2013
International MBA, Concentrations in Economics and Strategic Management, Graduated with Honors
HEC Paris
International Exchange
Brigham Young University
Bachelor of Science (BS), Corporate Finance
Dave Jaynes Dave Jaynes's Lehman Brothers Experience July 2001 - July 2008
Job President and Director at MX
Industry Computer Software
Experience
MX October 2010 - Present
Spoon Me May 2007 - December 2010
Lehman Brothers July 2001 - July 2008
DLJ May 2000 - August 2000
Skills
Mergers & Acquisitions, Leadership, Management, Sales, Finance, Investment Banking, Coaching, Real Estate, Start-ups, Entrepreneurship, Strategic Partnerships, Executive Management, Business Development, Business Strategy, Investments, Mergers, Strategic Planning, Online Advertising, Private Equity, Thought Leadership, Venture Capital, Strategy, Marketing Strategy, Mentoring, New Business Development
Education
Brigham Young University 1997 — 2001
BA, Economics
MX October 2010 - Present
Spoon Me May 2007 - December 2010
Lehman Brothers July 2001 - July 2008
DLJ May 2000 - August 2000
Skills
Mergers & Acquisitions, Leadership, Management, Sales, Finance, Investment Banking, Coaching, Real Estate, Start-ups, Entrepreneurship, Strategic Partnerships, Executive Management, Business Development, Business Strategy, Investments, Mergers, Strategic Planning, Online Advertising, Private Equity, Thought Leadership, Venture Capital, Strategy, Marketing Strategy, Mentoring, New Business Development
Education
Brigham Young University 1997 — 2001
BA, Economics
Manjula Venkat Manjula Venkat's Lehman Brothers Experience June 2005 - November 2006
Job Legal Counsel & VP, Client Services at Global Licensing Audit Services, Inc.
Industry Legal Services
Experience
Global Licensing Audit Services, Inc. June 2013 - Present
Clutch Group, LLC October 2012 - May 2013
IQPC November 2010 - October 2012
American Conference Institute February 2010 - October 2010
Ostrolenk Faber LLP December 2008 - February 2010
Gandhi & Associates, LLC January 2008 - July 2008
Lehman Brothers June 2005 - November 2006
Skills
Legal Research, Licensing, Intellectual Property, New Business Development, Event Planning, Product Development, Word, Public Speaking, Research, Conferences, Social Media, Writing, Market Research, Team Building, Marketing Strategy, Legal Services, Mentoring, Events, Microsoft Word, Legal Assistance, Copyright Law, Strategy, Business Development, Litigation, Project Management, Business Strategy, Legal Writing, Trademarks, Marketing, Contract Negotiation, Program Management, Budgets, Editing
Education
Brooklyn Law School 2004 — 2007
Juris Doctor
Cornell University, School of Industrial and Labor Relations 2000 — 2004
Bachelor of Science, Industrial and Labor Relations
Global Licensing Audit Services, Inc. June 2013 - Present
Clutch Group, LLC October 2012 - May 2013
IQPC November 2010 - October 2012
American Conference Institute February 2010 - October 2010
Ostrolenk Faber LLP December 2008 - February 2010
Gandhi & Associates, LLC January 2008 - July 2008
Lehman Brothers June 2005 - November 2006
Skills
Legal Research, Licensing, Intellectual Property, New Business Development, Event Planning, Product Development, Word, Public Speaking, Research, Conferences, Social Media, Writing, Market Research, Team Building, Marketing Strategy, Legal Services, Mentoring, Events, Microsoft Word, Legal Assistance, Copyright Law, Strategy, Business Development, Litigation, Project Management, Business Strategy, Legal Writing, Trademarks, Marketing, Contract Negotiation, Program Management, Budgets, Editing
Education
Brooklyn Law School 2004 — 2007
Juris Doctor
Cornell University, School of Industrial and Labor Relations 2000 — 2004
Bachelor of Science, Industrial and Labor Relations
Mike Rodeno Mike Rodeno's Lehman Brothers Experience 1995 - 1998
Job Managing Director at eSentire Inc.
Industry Computer & Network Security
Experience
eSentire Inc. May 2015 - Present
Odeon Capital Group LLC September 2013 - March 2015
B. Riley & Co. August 2012 - May 2013
Tejas Securities Group, Inc. 2011 - 2011
BTIG 2009 - 2011
Imperial Capital 2006 - 2009
JNK Securities 2002 - 2006
ABN AMRO Bank N.V. 1998 - 2002
Lehman Brothers 1995 - 1998
Tucker Anthony 1992 - 1995
Skills
Series 7, Series 63, Hedge Funds, Equities, Securities, Fixed Income, Equity Trading, Electronic Trading, Alternative Investments, Trading, Investments, Options, Capital Markets, Asset Managment, ETFs, Private Placements, Asset Management, Emerging Markets, FINRA, Investment Banking, Series 24, Structured Products
Education
Bowling Green State University 1985 — 1989
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
eSentire Inc. May 2015 - Present
Odeon Capital Group LLC September 2013 - March 2015
B. Riley & Co. August 2012 - May 2013
Tejas Securities Group, Inc. 2011 - 2011
BTIG 2009 - 2011
Imperial Capital 2006 - 2009
JNK Securities 2002 - 2006
ABN AMRO Bank N.V. 1998 - 2002
Lehman Brothers 1995 - 1998
Tucker Anthony 1992 - 1995
Skills
Series 7, Series 63, Hedge Funds, Equities, Securities, Fixed Income, Equity Trading, Electronic Trading, Alternative Investments, Trading, Investments, Options, Capital Markets, Asset Managment, ETFs, Private Placements, Asset Management, Emerging Markets, FINRA, Investment Banking, Series 24, Structured Products
Education
Bowling Green State University 1985 — 1989
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Adam Hopson Adam Hopson's Lehman Brothers Experience 2006 - 2006
Job Consultant at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company 2013 - Present
Edovo 2013 - 2013
McKinsey & Company 2012 - 2012
Chicago Venture Partners 2011 - 2011
Lehman Brothers Holdings, Inc. 2009 - 2010
Lehman Brothers / Barclays 2007 - 2009
Lehman Brothers 2006 - 2006
Novell 2005 - 2005
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Financial Analysis, Investment Banking, Capital Markets, Venture Capital, Mergers, Investments, Equities, Business Strategy, LBO, Bloomberg, Management Consulting, Derivatives, Finance, Mergers & Acquisitions, Entrepreneurship, Restructuring, Start-ups
Education
Northwestern University - Kellogg School of Management
MBA
Northwestern University School of Law
JD
Brigham Young University
Double Major (Bachelor's), Finance and History
Kamiak High School
McKinsey & Company 2013 - Present
Edovo 2013 - 2013
McKinsey & Company 2012 - 2012
Chicago Venture Partners 2011 - 2011
Lehman Brothers Holdings, Inc. 2009 - 2010
Lehman Brothers / Barclays 2007 - 2009
Lehman Brothers 2006 - 2006
Novell 2005 - 2005
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Financial Analysis, Investment Banking, Capital Markets, Venture Capital, Mergers, Investments, Equities, Business Strategy, LBO, Bloomberg, Management Consulting, Derivatives, Finance, Mergers & Acquisitions, Entrepreneurship, Restructuring, Start-ups
Education
Northwestern University - Kellogg School of Management
MBA
Northwestern University School of Law
JD
Brigham Young University
Double Major (Bachelor's), Finance and History
Kamiak High School
Paul Walborsky Paul Walborsky's Lehman Brothers Experience 2002 - 2004
Job Strategic Consultant at The New York Times
Industry Internet
Experience
The New York Times November 2014 - Present
Gigaom August 2007 - August 2014
Spire Global, Inc. 2014 - 2014
Thync 2014 - 2014
Endeavor.org 2011 - 2014
Peanut Labs 2007 - 2010
StarMine 2000 - 2007
Grupo Arca, Inc. 2004 - 2006
Lehman Brothers 2002 - 2004
WorldStreet Corporation 1996 - 2002
Skills
Entrepreneurship, Corporate Development, CXO, Online Advertising, New Media, Start-ups, Business Development, SaaS, Product Management, Venture Capital, Mergers, Cloud Computing, E-commerce, Product Marketing, Business Strategy, New Business Development, Marketing, Mobile Devices, Market Research, Product Development, Strategy, Mergers & Acquisitions, Corporate Strategy..., Direct Marketing, Strategic Partnerships, Digital Marketing, Mobile Applications, Competitive Analysis, Analytics, Digital Media, Lead Generation, Social Media Marketing, Leadership, Mentoring
Education
Brandeis International Business School 1988 — 1989
MA, Economics & Finance
ESADE Business & Law School 1987 — 1987
Program of International Management
Brandeis University 1984 — 1988
BA, Economics
American School Foundation - Mexico City 1972 — 1984
The New York Times November 2014 - Present
Gigaom August 2007 - August 2014
Spire Global, Inc. 2014 - 2014
Thync 2014 - 2014
Endeavor.org 2011 - 2014
Peanut Labs 2007 - 2010
StarMine 2000 - 2007
Grupo Arca, Inc. 2004 - 2006
Lehman Brothers 2002 - 2004
WorldStreet Corporation 1996 - 2002
Skills
Entrepreneurship, Corporate Development, CXO, Online Advertising, New Media, Start-ups, Business Development, SaaS, Product Management, Venture Capital, Mergers, Cloud Computing, E-commerce, Product Marketing, Business Strategy, New Business Development, Marketing, Mobile Devices, Market Research, Product Development, Strategy, Mergers & Acquisitions, Corporate Strategy..., Direct Marketing, Strategic Partnerships, Digital Marketing, Mobile Applications, Competitive Analysis, Analytics, Digital Media, Lead Generation, Social Media Marketing, Leadership, Mentoring
Education
Brandeis International Business School 1988 — 1989
MA, Economics & Finance
ESADE Business & Law School 1987 — 1987
Program of International Management
Brandeis University 1984 — 1988
BA, Economics
American School Foundation - Mexico City 1972 — 1984
Adam Ward Adam Ward's Lehman Brothers Experience 2004 - 2006
Job Analyst at The Capital Group
Industry Investment Management
Experience
The Capital Group March 2011 - Present
Parthenon Capital January 2007 - August 2009
Lehman Brothers 2004 - 2006
Education
Stanford University Graduate School of Business 2009 — 2011
MBA, Finance
Brigham Young University 1997 — 2004
The Capital Group March 2011 - Present
Parthenon Capital January 2007 - August 2009
Lehman Brothers 2004 - 2006
Education
Stanford University Graduate School of Business 2009 — 2011
MBA, Finance
Brigham Young University 1997 — 2004
Chris Woodhouse's Lehman Brothers Experience 2005 - 2006
Job Graduate from Brigham Young University
Industry Marketing and Advertising
Experience
SoapBox Advertising September 2012 - December 2012
The Hired Guns August 2010 - December 2010
Lehman Brothers 2005 - 2006
Skills
Social Media, Social Networking, Advertising, SEO, Wordpress, WordPress, Social Media Marketing, Blogging, Digital Strategy, Digital Marketing, Project Management, Facebook, Video, Interpersonal Leadership, Digital Media
Education
Brigham Young University - Idaho 2008 — 2012
Bachelor of Business Managment, Marketing/Finance
SoapBox Advertising September 2012 - December 2012
The Hired Guns August 2010 - December 2010
Lehman Brothers 2005 - 2006
Skills
Social Media, Social Networking, Advertising, SEO, Wordpress, WordPress, Social Media Marketing, Blogging, Digital Strategy, Digital Marketing, Project Management, Facebook, Video, Interpersonal Leadership, Digital Media
Education
Brigham Young University - Idaho 2008 — 2012
Bachelor of Business Managment, Marketing/Finance
Julie Dechen Julie Dechen's Lehman Brothers Experience June 2006 - August 2006
Job Associate at Cahill Gordon & Reindel
Industry Law Practice
Experience
Cahill Gordon & Reindel September 2007 - Present
Standard & Poor's August 2004 - April 2007
Lehman Brothers June 2006 - August 2006
Classic Media January 2006 - April 2006
Standard & Poor's December 2003 - August 2004
Education
Brooklyn Law School 2005 — 2007
J.D.
University of Miami 1998 — 2002
B.A, Psychology
Cahill Gordon & Reindel September 2007 - Present
Standard & Poor's August 2004 - April 2007
Lehman Brothers June 2006 - August 2006
Classic Media January 2006 - April 2006
Standard & Poor's December 2003 - August 2004
Education
Brooklyn Law School 2005 — 2007
J.D.
University of Miami 1998 — 2002
B.A, Psychology
Jean Claude Joseph Jr's Lehman Brothers Experience 1990 - 1991
Job President at Print & More Associates Inc.
Industry Printing
Experience
Print & More Associates Inc. July 2005 - Present
Print Promotional Services January 1995 - April 2005
The Romney Committee August 1994 - December 1994
Romney for U.S. Senate August 1994 - November 1994
Romney for U.S. Senate August 1994 - November 1994
IDG January 1992 - August 1994
IDG January 1992 - August 1994
Lehman Brothers 1990 - 1991
Skills
Marketing Strategy, Email Marketing, Creative Direction, Sales, Market Planning, Marketing Management, Advertising, Strategic Planning, Direct Mail, Customer Service, Marketing, Project Management, Community Outreach
Education
Brandeis University 1986 — 1990
BA, Economics & Sociology
Brandeis University 1986 — 1990
B.S, Economics & Sociology
Brandeis University 1986 — 1990
B.S, Economics & Sociology
st. John's High School 1982 — 1986
Print & More Associates Inc. July 2005 - Present
Print Promotional Services January 1995 - April 2005
The Romney Committee August 1994 - December 1994
Romney for U.S. Senate August 1994 - November 1994
Romney for U.S. Senate August 1994 - November 1994
IDG January 1992 - August 1994
IDG January 1992 - August 1994
Lehman Brothers 1990 - 1991
Skills
Marketing Strategy, Email Marketing, Creative Direction, Sales, Market Planning, Marketing Management, Advertising, Strategic Planning, Direct Mail, Customer Service, Marketing, Project Management, Community Outreach
Education
Brandeis University 1986 — 1990
BA, Economics & Sociology
Brandeis University 1986 — 1990
B.S, Economics & Sociology
Brandeis University 1986 — 1990
B.S, Economics & Sociology
st. John's High School 1982 — 1986
Thomas Giddings's Lehman Brothers Experience July 2007 - September 2008
Job Senior Managing Director & Head of Sales, First Foundation Advisors
Industry Investment Management
Experience
First Foundation Advisors September 2008 - Present
Lehman Brothers July 2007 - September 2008
US Trust Company October 1993 - July 2007
Security Pacific July 1990 - October 1993
Skills
Alternative Investments, Asset Managment, Strategic Financial..., Financial Advisory, High Net Worth..., Investment Banking, Asset Allocation, Wealth Management, Investments, Private Equity, Equities, Investment Management, Investment Advisory, Investment Strategies, Portfolio Management, Fixed Income, Series 7, Wealth Management..., Asset Management, Financial Planning, Hedge Funds, Loans
Education
Boston University Questrom School of Business 1987 — 1990
BS/BA, Finance
Vermont Academy 1985 — 1986
First Foundation Advisors September 2008 - Present
Lehman Brothers July 2007 - September 2008
US Trust Company October 1993 - July 2007
Security Pacific July 1990 - October 1993
Skills
Alternative Investments, Asset Managment, Strategic Financial..., Financial Advisory, High Net Worth..., Investment Banking, Asset Allocation, Wealth Management, Investments, Private Equity, Equities, Investment Management, Investment Advisory, Investment Strategies, Portfolio Management, Fixed Income, Series 7, Wealth Management..., Asset Management, Financial Planning, Hedge Funds, Loans
Education
Boston University Questrom School of Business 1987 — 1990
BS/BA, Finance
Vermont Academy 1985 — 1986
Larry Bortstein Larry Bortstein's Lehman Brothers Experience February 2005 - December 2008
Job Founding Partner at Bortstein Legal Group
Industry Law Practice
Experience
Bortstein Legal Group December 2008 - Present
Lehman Brothers February 2005 - December 2008
American Express November 2000 - February 2005
Willkie Farr & Gallagher LLP September 1994 - November 2000
Skills
Capital Markets, Hedge Funds, Private Equity, Securities, Financial Services, Fixed Income, Alternative Investments, Investments, Trading, Legal Assistance, Structured Finance, Securities Regulation, Investment Management, Negotiation, Restructuring, IPO, Private Placements, Credit Derivatives, Litigation, Structured Products
Education
Brooklyn Law School 1991 — 1994
JD, Law
University at Albany, SUNY 1987 — 1991
BA, Political Science, English & History
Bortstein Legal Group December 2008 - Present
Lehman Brothers February 2005 - December 2008
American Express November 2000 - February 2005
Willkie Farr & Gallagher LLP September 1994 - November 2000
Skills
Capital Markets, Hedge Funds, Private Equity, Securities, Financial Services, Fixed Income, Alternative Investments, Investments, Trading, Legal Assistance, Structured Finance, Securities Regulation, Investment Management, Negotiation, Restructuring, IPO, Private Placements, Credit Derivatives, Litigation, Structured Products
Education
Brooklyn Law School 1991 — 1994
JD, Law
University at Albany, SUNY 1987 — 1991
BA, Political Science, English & History
Guy Eilam Guy Eilam's Lehman Brothers Experience July 2006 - July 2008
Job Consultant
Industry Health, Wellness and Fitness
Experience
PhysiMax February 2015 - May 2015
Intigua December 2013 - February 2014
Pfizer September 2012 - July 2013
Pfizer June 2011 - August 2011
Juvenile Diabetes Research Foundation February 2010 - July 2010
Auda Private Equity August 2008 - October 2009
Lehman Brothers July 2006 - July 2008
Skills
Corporate Finance, Valuation, Financial Modeling, Private Equity, Due Diligence, Mergers & Acquisitions, Financial Analysis, Investment Banking, Corporate Development, Business Strategy, Entrepreneurship, Business Development
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA
Brandeis University 2002 — 2006
BA, Economics
The London School of Economics and Political Science (LSE) 2004 — 2005
General Course, Management
Columbia University in the City of New York
PhysiMax February 2015 - May 2015
Intigua December 2013 - February 2014
Pfizer September 2012 - July 2013
Pfizer June 2011 - August 2011
Juvenile Diabetes Research Foundation February 2010 - July 2010
Auda Private Equity August 2008 - October 2009
Lehman Brothers July 2006 - July 2008
Skills
Corporate Finance, Valuation, Financial Modeling, Private Equity, Due Diligence, Mergers & Acquisitions, Financial Analysis, Investment Banking, Corporate Development, Business Strategy, Entrepreneurship, Business Development
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA
Brandeis University 2002 — 2006
BA, Economics
The London School of Economics and Political Science (LSE) 2004 — 2005
General Course, Management
Columbia University in the City of New York
Alejandro Caminos's Lehman Brothers Experience June 1995 - January 1998
Job New York Life Insurance Company, NYLIC Securities
Industry Financial Services
Experience
New York Life Insurance Company August 2013 - Present
SNW April 2011 - February 2013
IPFC Group LLC February 2008 - May 2011
County of Santa Clara January 2009 - February 2011
DEPFA Bank plc September 2006 - December 2007
KNN / Zions Bank February 1999 - September 2006
Lehman Brothers June 1995 - January 1998
Skills
Investments, Investment Banking, Banking, Trading, Bonds, Commercial Banking, Micro-lending, Risk Assessment, Project Finance, International Finance, Renewable Energy Finance, Municipal Finance, Renewable Energy, Loan Origination, Municipalities, Structured Finance, Portfolio Management, Financial Modeling, Equities, Finance, Securities, Risk Management, Credit, Derivatives, Credit Risk, Loans, Securitization, Fixed Income, Series 7, Analysis, Financial Services
Education
Brandeis University 1991 — 1995
B.A., Latin American Studies, Economics & Computer Science
New York Life Insurance Company August 2013 - Present
SNW April 2011 - February 2013
IPFC Group LLC February 2008 - May 2011
County of Santa Clara January 2009 - February 2011
DEPFA Bank plc September 2006 - December 2007
KNN / Zions Bank February 1999 - September 2006
Lehman Brothers June 1995 - January 1998
Skills
Investments, Investment Banking, Banking, Trading, Bonds, Commercial Banking, Micro-lending, Risk Assessment, Project Finance, International Finance, Renewable Energy Finance, Municipal Finance, Renewable Energy, Loan Origination, Municipalities, Structured Finance, Portfolio Management, Financial Modeling, Equities, Finance, Securities, Risk Management, Credit, Derivatives, Credit Risk, Loans, Securitization, Fixed Income, Series 7, Analysis, Financial Services
Education
Brandeis University 1991 — 1995
B.A., Latin American Studies, Economics & Computer Science
Nathan Tanner's Lehman Brothers Experience January 2007 - March 2007
Job Talent Acquisition at LinkedIn | Aspiring HR Leader | Author
Industry Internet
Experience
LinkedIn May 2015 - Present
LinkedIn August 2014 - May 2015
LinkedIn May 2014 - August 2014
Merrill Lynch October 2011 - July 2013
Piper Jaffray February 2010 - October 2011
Gymboree 2009 - 2010
Lehman Brothers / Barclays Capital 2008 - 2009
Lehman Brothers January 2007 - March 2007
DCA Capital June 2006 - September 2006
Skills
Leadership, Human Resources, Public Speaking, Recruiting, Talent Management, Valuation, Financial Modeling, Strategy, Mergers & Acquisitions, Organizational Behavior, Start-ups, Investments, Capital Markets, Financial Analysis, Finance, Wealth Management, Portfolio Management, Applicant Tracking..., SQL
Education
Brigham Young University 2013 — 2015
Master of Business Administration (MBA)
Brigham Young University
Bachelor of Science (B.S.), Management - Finance
Canyon High School
LinkedIn May 2015 - Present
LinkedIn August 2014 - May 2015
LinkedIn May 2014 - August 2014
Merrill Lynch October 2011 - July 2013
Piper Jaffray February 2010 - October 2011
Gymboree 2009 - 2010
Lehman Brothers / Barclays Capital 2008 - 2009
Lehman Brothers January 2007 - March 2007
DCA Capital June 2006 - September 2006
Skills
Leadership, Human Resources, Public Speaking, Recruiting, Talent Management, Valuation, Financial Modeling, Strategy, Mergers & Acquisitions, Organizational Behavior, Start-ups, Investments, Capital Markets, Financial Analysis, Finance, Wealth Management, Portfolio Management, Applicant Tracking..., SQL
Education
Brigham Young University 2013 — 2015
Master of Business Administration (MBA)
Brigham Young University
Bachelor of Science (B.S.), Management - Finance
Canyon High School
Burke Cook Burke Cook's Lehman Brothers Experience January 2006 - August 2008
Job Managing Director at Tower Research Capital
Industry Capital Markets
Experience
Tower Research Capital March 2014 - Present
NASDAQ OMX 2011 - March 2014
Barclays Capital August 2010 - September 2011
Barclays Capital August 2008 - July 2010
Lehman Brothers January 2006 - August 2008
UBS Investment Bank 2004 - 2006
Skills
Equities, Capital Markets, Trading Systems, Regulatory Affairs, Equity Trading, Legal Compliance, Corporate Governance, Negotiation, Legal Writing, Compliance Monitoring, Strategy, Securities, Electronic Trading, Bloomberg, Financial Markets, Trading
Education
Brooklyn Law School
JD, Law
Trinity-Pawling School
University of Delaware
Bachelor's degree, Political Science and Government
Tower Research Capital March 2014 - Present
NASDAQ OMX 2011 - March 2014
Barclays Capital August 2010 - September 2011
Barclays Capital August 2008 - July 2010
Lehman Brothers January 2006 - August 2008
UBS Investment Bank 2004 - 2006
Skills
Equities, Capital Markets, Trading Systems, Regulatory Affairs, Equity Trading, Legal Compliance, Corporate Governance, Negotiation, Legal Writing, Compliance Monitoring, Strategy, Securities, Electronic Trading, Bloomberg, Financial Markets, Trading
Education
Brooklyn Law School
JD, Law
Trinity-Pawling School
University of Delaware
Bachelor's degree, Political Science and Government
Robert Brusco Robert Brusco's Lehman Brothers Experience October 2004 - September 2008
Job Partner at Windels Marx Lane & Mittendorf, LLP
Industry Real Estate
Experience
Windels Marx Lane & Mittendorf, LLP March 2013 - Present
LAMCO LLC, a wholly owned subsidiary of Lehman Brothers Holdings Inc. October 2008 - June 2012
Lehman Brothers October 2004 - September 2008
Windels Marx Lane & Mittendorf LLP June 1997 - September 2004
Skills
Due Diligence, Real Estate Economics, Financial Structuring, Restructuring, Real Estate, Investment Properties, Equities, Asset Management, Private Equity, Loan Origination, Commercial Real Estate, Corporate Law, Loans, Portfolio Management, Structured Finance, Mergers & Acquisitions, Joint Ventures, Disposition, Dispositions
Education
Brooklyn Law School 1989 — 1992
Doctor of Law (J.D.)
Lehigh University 1983 — 1987
Bachelor of Arts (B.A.), Political Science and Government
Poly Prep
Windels Marx Lane & Mittendorf, LLP March 2013 - Present
LAMCO LLC, a wholly owned subsidiary of Lehman Brothers Holdings Inc. October 2008 - June 2012
Lehman Brothers October 2004 - September 2008
Windels Marx Lane & Mittendorf LLP June 1997 - September 2004
Skills
Due Diligence, Real Estate Economics, Financial Structuring, Restructuring, Real Estate, Investment Properties, Equities, Asset Management, Private Equity, Loan Origination, Commercial Real Estate, Corporate Law, Loans, Portfolio Management, Structured Finance, Mergers & Acquisitions, Joint Ventures, Disposition, Dispositions
Education
Brooklyn Law School 1989 — 1992
Doctor of Law (J.D.)
Lehigh University 1983 — 1987
Bachelor of Arts (B.A.), Political Science and Government
Poly Prep
Clare E. Sullivan's Lehman Brothers Experience January 1988 - June 2002
Job Owner of CES INTERIORS LLC, Licensed Realtor and Corporate Event Freelance Producer
Industry Design
Experience
CES INTERIORS LLC 2004 - Present
Various Production Companies in the Greater New York Area 2004 - Present
Coastal Farm Properties 2006 - Present
Lehman Brothers January 1988 - June 2002
EF Hutton December 1984 - January 1988
Education
New York School of Interior Design 2003 — 2006
Associate of Arts (A.A.)
Boston University - School of Management 1980 — 1984
Bachelor of Science in Business Administration
CES INTERIORS LLC 2004 - Present
Various Production Companies in the Greater New York Area 2004 - Present
Coastal Farm Properties 2006 - Present
Lehman Brothers January 1988 - June 2002
EF Hutton December 1984 - January 1988
Education
New York School of Interior Design 2003 — 2006
Associate of Arts (A.A.)
Boston University - School of Management 1980 — 1984
Bachelor of Science in Business Administration
Leide Cabral Leide Cabral's Lehman Brothers Experience May 2008 - August 2008
Job Development Associate at Massachusetts Institute of Technology (MIT)
Industry Fund-Raising
Experience
Massachusetts Institute of Technology (MIT) August 2013 - Present
Discover Roxbury January 2013 - May 2013
The Young People's Project, Inc June 2011 - November 2012
The Young People's Project, Inc May 2009 - May 2011
Lehman Brothers May 2008 - August 2008
Corby Capital Markets May 2007 - January 2008
State Street May 2006 - August 2006
Skills
Leadership, Research, Non-profits, Writing, Curriculum Development, Public Speaking, Youth Development, Workshop Facilitation, Budgeting, Fundraising, Networking, Alumni Relations, Event Planning, Nonprofits, Program Development, Volunteer Management, Grants, Program Evaluation, Community Organizing
Education
Northeastern University 2014 — 2016
Master's Degree, Non-Profit Management
The Partnership Inc. 2015 — 2015
Associates Program
Boston University - School of Management 2012 — 2013
Certificate in Non-Profit Management & Leadership
Hamilton College 2006 — 2011
BA, Mathematics
Boston Latin School 2002 — 2006
HS Diploma
Massachusetts Institute of Technology (MIT) August 2013 - Present
Discover Roxbury January 2013 - May 2013
The Young People's Project, Inc June 2011 - November 2012
The Young People's Project, Inc May 2009 - May 2011
Lehman Brothers May 2008 - August 2008
Corby Capital Markets May 2007 - January 2008
State Street May 2006 - August 2006
Skills
Leadership, Research, Non-profits, Writing, Curriculum Development, Public Speaking, Youth Development, Workshop Facilitation, Budgeting, Fundraising, Networking, Alumni Relations, Event Planning, Nonprofits, Program Development, Volunteer Management, Grants, Program Evaluation, Community Organizing
Education
Northeastern University 2014 — 2016
Master's Degree, Non-Profit Management
The Partnership Inc. 2015 — 2015
Associates Program
Boston University - School of Management 2012 — 2013
Certificate in Non-Profit Management & Leadership
Hamilton College 2006 — 2011
BA, Mathematics
Boston Latin School 2002 — 2006
HS Diploma
Ted A. Izatt Ted A. Izatt's Lehman Brothers Experience July 1997 - February 2004
Job Chief Investment Officer at Quantum Reservoir Impact (QRI)
Industry Banking
Experience
Quantum Reservoir Impact (QRI) October 2008 - Present
Forbes Energy Services August 2012 - Present
Bear Stearns March 2004 - August 2008
Lehman Brothers July 1997 - February 2004
Moody's Investors Service February 1992 - June 1997
Barclays 1987 - January 1992
Bank of America 1984 - 1987
The Church of Jesus Christ of Latter-day Saints January 1975 - December 1976
Skills
Fixed Income, Financial Modeling, Investment Banking, Investments, Mergers, Energy Industry, Upstream, Fixed Income Analysis, Valuation
Education
Brigham Young University, Marriott School of Management 1980 — 1982
MBA, Finance
Brigham Young University 1974 — 1980
BA - Communications, Journalism (wrote for Daily Universe)
Quantum Reservoir Impact (QRI) October 2008 - Present
Forbes Energy Services August 2012 - Present
Bear Stearns March 2004 - August 2008
Lehman Brothers July 1997 - February 2004
Moody's Investors Service February 1992 - June 1997
Barclays 1987 - January 1992
Bank of America 1984 - 1987
The Church of Jesus Christ of Latter-day Saints January 1975 - December 1976
Skills
Fixed Income, Financial Modeling, Investment Banking, Investments, Mergers, Energy Industry, Upstream, Fixed Income Analysis, Valuation
Education
Brigham Young University, Marriott School of Management 1980 — 1982
MBA, Finance
Brigham Young University 1974 — 1980
BA - Communications, Journalism (wrote for Daily Universe)
Eliot Ward Eliot Ward's Lehman Brothers Experience June 2005 - August 2005
Job Product Strategy at Rakuten Marketing
Industry Internet
Experience
Rakuten Marketing July 2015 - Present
Bridge Investment Group Holdings July 2013 - Present
Ragnar Relay Series 2012 - 2013
Utah CCIM Chapter November 2011 - November 2012
Rock and Hammer Ventures November 2011 - December 2011
Virtus Marketing November 2010 - October 2011
Clark Realty Capital July 2006 - January 2010
FamilyLink.com 2010 - 2010
PPCMarketing Online January 2003 - July 2007
Lehman Brothers June 2005 - August 2005
Skills
PPC, SEO, Online Marketing, Lead Generation, Online Advertising, Search Engine..., Google Adwords..., Real Estate Investment, SEM, E-commerce, Private Equity, Real Estate Development, Advertising, Marketing Strategy, Venture Capital, Direct Sales, Deal Sourcing, Landing Page..., Small Business Lending, Digital Marketing, Social Media Marketing, Google Adwords, web marketing, Real Estate Transactions, Financial Analysis, Investments, Negotiation, Due Diligence, Affiliate Marketing, Competitive Analysis, Social Networking, Analytics, Mobile Marketing, Web Analytics, Social Media, Google Analytics, Strategic Planning, CrossFit, Analytical Skills, Digital Marketing..., internet marketing, Media Buying, Research, Sales, Entrepreneurship, Microsoft Excel, Real Estate, Marketing, B2B Marketing, Leadership
Education
Darden Graduate School of Business 2004 — 2006
MBA, Finance, Real estate, and private equity
University of Virginia 2004 — 2006
MBA
Brigham Young University 1999 — 2002
BA, International Studies, Business, and Russian Studies
Hillcrest 1993 — 1996
Diploma
Rakuten Marketing July 2015 - Present
Bridge Investment Group Holdings July 2013 - Present
Ragnar Relay Series 2012 - 2013
Utah CCIM Chapter November 2011 - November 2012
Rock and Hammer Ventures November 2011 - December 2011
Virtus Marketing November 2010 - October 2011
Clark Realty Capital July 2006 - January 2010
FamilyLink.com 2010 - 2010
PPCMarketing Online January 2003 - July 2007
Lehman Brothers June 2005 - August 2005
Skills
PPC, SEO, Online Marketing, Lead Generation, Online Advertising, Search Engine..., Google Adwords..., Real Estate Investment, SEM, E-commerce, Private Equity, Real Estate Development, Advertising, Marketing Strategy, Venture Capital, Direct Sales, Deal Sourcing, Landing Page..., Small Business Lending, Digital Marketing, Social Media Marketing, Google Adwords, web marketing, Real Estate Transactions, Financial Analysis, Investments, Negotiation, Due Diligence, Affiliate Marketing, Competitive Analysis, Social Networking, Analytics, Mobile Marketing, Web Analytics, Social Media, Google Analytics, Strategic Planning, CrossFit, Analytical Skills, Digital Marketing..., internet marketing, Media Buying, Research, Sales, Entrepreneurship, Microsoft Excel, Real Estate, Marketing, B2B Marketing, Leadership
Education
Darden Graduate School of Business 2004 — 2006
MBA, Finance, Real estate, and private equity
University of Virginia 2004 — 2006
MBA
Brigham Young University 1999 — 2002
BA, International Studies, Business, and Russian Studies
Hillcrest 1993 — 1996
Diploma
Richard Gregory Richard Gregory's Lehman Brothers Experience May 1982 - November 1987
Job Unit Field Training Manager at Bankers Life and Casualty Company
Industry Banking
Experience
Bankers Life and Casualty Company December 2013 - Present
RBS Markets & International Banking June 2011 - August 2013
JCRA Financial LLC October 2009 - May 2011
Bayerische Landesbank January 1988 - March 2009
Lehman Brothers May 1982 - November 1987
Skills
Capital Markets, Derivatives, Portfolio Management, Structured Finance, Funding, Fixed Income, Banking, Financial Risk, Credit, Trading, Interest Rate..., Investment Banking, Risk Management, Management Consulting, Securitization, Bonds, Financial Markets, Finance, Financial Structuring, ALM, Treasury, Treasury Management, FX Options, Structured Products, Life Insurance, Health Insurance, Indexed Annuities, Fixed Annuities, Variable Annuities, Universal Life, Home Health Care, Home Care
Education
Saint Peter's University 1982 — 1986
BS
Boston University Questrom School of Business 1980 — 1981
South Kent School
High School
Bankers Life and Casualty Company December 2013 - Present
RBS Markets & International Banking June 2011 - August 2013
JCRA Financial LLC October 2009 - May 2011
Bayerische Landesbank January 1988 - March 2009
Lehman Brothers May 1982 - November 1987
Skills
Capital Markets, Derivatives, Portfolio Management, Structured Finance, Funding, Fixed Income, Banking, Financial Risk, Credit, Trading, Interest Rate..., Investment Banking, Risk Management, Management Consulting, Securitization, Bonds, Financial Markets, Finance, Financial Structuring, ALM, Treasury, Treasury Management, FX Options, Structured Products, Life Insurance, Health Insurance, Indexed Annuities, Fixed Annuities, Variable Annuities, Universal Life, Home Health Care, Home Care
Education
Saint Peter's University 1982 — 1986
BS
Boston University Questrom School of Business 1980 — 1981
South Kent School
High School
Stan Pence Stan Pence's Lehman Brothers Experience 1987 - 1995
Job Trade Commissioner at Consulate General of Canada Denver
Industry Oil & Energy
Experience
Government of Canada, Dept. of Foreign Affairs & Int'l Trade 2004 - Present
Xcel Energy 1998 - 2002
Lehman Brothers 1987 - 1995
Skills
Energy, Renewable Energy, Business Strategy, Strategic Planning, Economics
Education
Boston University Questrom School of Business 1996 — 1998
MBA, Finance
Ecole des Hautes Etudes Commerciales 1984 — 1985
International Business
University of California, Berkeley 1979 — 1983
BA, Economics, French
Government of Canada, Dept. of Foreign Affairs & Int'l Trade 2004 - Present
Xcel Energy 1998 - 2002
Lehman Brothers 1987 - 1995
Skills
Energy, Renewable Energy, Business Strategy, Strategic Planning, Economics
Education
Boston University Questrom School of Business 1996 — 1998
MBA, Finance
Ecole des Hautes Etudes Commerciales 1984 — 1985
International Business
University of California, Berkeley 1979 — 1983
BA, Economics, French
Dean Rostrom Dean Rostrom's Lehman Brothers Experience November 1994 - August 1997
Job Managing Director, Evergreen Clean Energy Finance
Industry Financial Services
Experience
Evergreen Clean Energy LLC March 2009 - Present
Sapha LLC April 2007 - Present
Deutsche Bank May 2005 - June 2008
JPMorgan August 2000 - May 2005
Deutsche Bank Securities August 1997 - August 2000
Lehman Brothers November 1994 - August 1997
White & Case July 1992 - November 1994
Morrison & Foerster LLP August 1990 - July 1992
Skills
Japanese
Education
Brigham Young University—J. Reuben Clark Law School 1986 — 1990
JD
Inter-University Center for Japanese Language Studies (Stanford Center) 1987 — 1988
University of Washington 1983 — 1986
BA
Evergreen Clean Energy LLC March 2009 - Present
Sapha LLC April 2007 - Present
Deutsche Bank May 2005 - June 2008
JPMorgan August 2000 - May 2005
Deutsche Bank Securities August 1997 - August 2000
Lehman Brothers November 1994 - August 1997
White & Case July 1992 - November 1994
Morrison & Foerster LLP August 1990 - July 1992
Skills
Japanese
Education
Brigham Young University—J. Reuben Clark Law School 1986 — 1990
JD
Inter-University Center for Japanese Language Studies (Stanford Center) 1987 — 1988
University of Washington 1983 — 1986
BA
Christy Hess Christy Hess's Lehman Brothers Experience July 2007 - September 2008
Job Executive Director at UBS Investment Bank
Industry Capital Markets
Experience
UBS Investment Bank August 2010 - Present
Barclays Capital September 2008 - August 2010
Lehman Brothers July 2007 - September 2008
Columbia Management 2005 - 2007
Columbia Management 2003 - 2005
Skills
Fixed Income, Capital Markets, Equities, Bloomberg, Derivatives, Electronic Trading, Hedge Funds, Structured Products, Series 7, FX Options, Trading Systems, Alternative Investments, Asset Managment, High Yield, Trading, Equity Research, Investment Banking, Bonds, Interest Rate..., Investments, Securities, Market Data, Series 63, Equity Derivatives, Prime Brokerage, Asset Management, Credit Derivatives, Emerging Markets, Middle Office, Options, Swaps, Financial Markets, Structured Finance
Education
Columbia University in the City of New York 2001 — 2003
MA
Brandeis University 1995 — 1999
BA
UBS Investment Bank August 2010 - Present
Barclays Capital September 2008 - August 2010
Lehman Brothers July 2007 - September 2008
Columbia Management 2005 - 2007
Columbia Management 2003 - 2005
Skills
Fixed Income, Capital Markets, Equities, Bloomberg, Derivatives, Electronic Trading, Hedge Funds, Structured Products, Series 7, FX Options, Trading Systems, Alternative Investments, Asset Managment, High Yield, Trading, Equity Research, Investment Banking, Bonds, Interest Rate..., Investments, Securities, Market Data, Series 63, Equity Derivatives, Prime Brokerage, Asset Management, Credit Derivatives, Emerging Markets, Middle Office, Options, Swaps, Financial Markets, Structured Finance
Education
Columbia University in the City of New York 2001 — 2003
MA
Brandeis University 1995 — 1999
BA
Scott W. McKinney Scott W. McKinney's Lehman Brothers Experience August 2008 - September 2008
Job
Industry Retail
Experience
Mattress Firm May 2015 - Present
DICK'S Sporting Goods March 2013 - April 2015
Barclays Capital September 2008 - 2013
Lehman Brothers August 2008 - September 2008
Lehman Brothers June 2007 - August 2007
TM Capital 2004 - 2006
A.G. Edwards & Sons, Inc. 2002 - 2004
PricewaterhouseCoopers 2000 - 2000
Skills
Investment Banking, Retail, Financial Modeling, Valuation, Corporate Finance, Strategy, Due Diligence, Consumer, Apparel, Restaurants, Accounting, Credit Analysis, Term Loan, Revolving Lines of..., Bonds, Convertible Bonds, High Yield Bonds, Equity Capital Markets, Project Management, Relationship Management, Financial Analysis, Private Equity, M&A experience, Equities, Leveraged Finance, Mergers & Acquisitions, Emerging Markets, Investor Relations, Equity Valuation, IPO, Capital Markets, Hedge Funds
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA
Boston University Questrom School of Business 1998 — 2002
BSBA
Park Center High School
Mattress Firm May 2015 - Present
DICK'S Sporting Goods March 2013 - April 2015
Barclays Capital September 2008 - 2013
Lehman Brothers August 2008 - September 2008
Lehman Brothers June 2007 - August 2007
TM Capital 2004 - 2006
A.G. Edwards & Sons, Inc. 2002 - 2004
PricewaterhouseCoopers 2000 - 2000
Skills
Investment Banking, Retail, Financial Modeling, Valuation, Corporate Finance, Strategy, Due Diligence, Consumer, Apparel, Restaurants, Accounting, Credit Analysis, Term Loan, Revolving Lines of..., Bonds, Convertible Bonds, High Yield Bonds, Equity Capital Markets, Project Management, Relationship Management, Financial Analysis, Private Equity, M&A experience, Equities, Leveraged Finance, Mergers & Acquisitions, Emerging Markets, Investor Relations, Equity Valuation, IPO, Capital Markets, Hedge Funds
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA
Boston University Questrom School of Business 1998 — 2002
BSBA
Park Center High School
Carissa Ng Carissa Ng's Lehman Brothers Experience September 2003 - September 2008
Job Sr. Administration Associate at Prudential Financial
Industry Investment Banking
Experience
Prudential November 2010 - Present
Barclays Capital September 2008 - November 2010
Lehman Brothers September 2003 - September 2008
Skills
Administrative Support, Excel, Office Management, Expenses, Expense Management, Microsoft Office, PeopleSoft CRM, PeopleSoft, Concur, Administrative..., Microsoft Excel, Lotus Notes, Management, PowerPoint, Microsoft Word, Administration, Access, Outlook, Visio
Education
Pace University 2013 — 2015
Bachelor of Business Administration (BBA)
Brookdale Community College
Business Administration and Management, General
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA)
Prudential November 2010 - Present
Barclays Capital September 2008 - November 2010
Lehman Brothers September 2003 - September 2008
Skills
Administrative Support, Excel, Office Management, Expenses, Expense Management, Microsoft Office, PeopleSoft CRM, PeopleSoft, Concur, Administrative..., Microsoft Excel, Lotus Notes, Management, PowerPoint, Microsoft Word, Administration, Access, Outlook, Visio
Education
Pace University 2013 — 2015
Bachelor of Business Administration (BBA)
Brookdale Community College
Business Administration and Management, General
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA)
Salma Sheikh Salma Sheikh's Lehman Brothers Experience May 2008 - October 2008
Job Sr. Financial Analyst Marmaxx Financial Control
Industry Financial Services
Experience
The TJX Companies, Inc. August 2015 - Present
TJX Companies Inc. June 2012 - August 2015
Brandeis University, Office of Investment Management January 2012 - May 2012
TJX May 2011 - May 2012
Brandeis University August 2011 - December 2011
Brandeis University September 2010 - May 2011
Nomura Holding Group October 2008 - August 2010
Lehman Brothers May 2008 - October 2008
Reliance Communications October 2006 - April 2008
Skills
Asset Management, Investment Banking, Alternative Investments, Capital Markets, Quantitative Research, Financial Modeling, Financial Analysis, Corporate Finance, VBA, C++, Matlab, Mergers, Project Finance, Portfolio Management, Performance Attribution, Commodities, FX, Interest Rate..., Fund Of Funds, Private Equity, Security Analysis, Technical Analysis, Bloomberg, Reuters, Capital IQ, MS Office Suite, MS-DOS, Telecommunications, FX Options, Mergers & Acquisitions, Hedge Funds, Derivatives, Microsoft Office
Education
Brandeis University, Lemberg - International Business School 2010 — 2012
MBA, International Finance
University of Mumbai 2002 — 2006
Bachelor of Engineering, Electronics and Telecommunications
The TJX Companies, Inc. August 2015 - Present
TJX Companies Inc. June 2012 - August 2015
Brandeis University, Office of Investment Management January 2012 - May 2012
TJX May 2011 - May 2012
Brandeis University August 2011 - December 2011
Brandeis University September 2010 - May 2011
Nomura Holding Group October 2008 - August 2010
Lehman Brothers May 2008 - October 2008
Reliance Communications October 2006 - April 2008
Skills
Asset Management, Investment Banking, Alternative Investments, Capital Markets, Quantitative Research, Financial Modeling, Financial Analysis, Corporate Finance, VBA, C++, Matlab, Mergers, Project Finance, Portfolio Management, Performance Attribution, Commodities, FX, Interest Rate..., Fund Of Funds, Private Equity, Security Analysis, Technical Analysis, Bloomberg, Reuters, Capital IQ, MS Office Suite, MS-DOS, Telecommunications, FX Options, Mergers & Acquisitions, Hedge Funds, Derivatives, Microsoft Office
Education
Brandeis University, Lemberg - International Business School 2010 — 2012
MBA, International Finance
University of Mumbai 2002 — 2006
Bachelor of Engineering, Electronics and Telecommunications
Martha Sciaraffo Martha Sciaraffo's Lehman Brothers Experience 1999 - 2001
Job Private Equity Investment Professional
Industry Venture Capital & Private Equity
Experience
The Riverside Company 2006 - 2013
Diabetic Dreams 2001 - 2004
Lehman Brothers 1999 - 2001
Skills
Corporate Development, Nutrition, Corporate Finance, Leveraged Finance, Alternative Investments, Business Valuation, Financial Analysis, Divestitures, Acquisition Integration, Strategy, Strategic Planning, Private Equity, Due Diligence, Start-ups, Financial Modeling, Mergers
Education
Wharton Business School 2004 — 2006
Master of Business Administration (MBA), Finance, General
Boston University - School of Management 1995 — 1999
Bachelor of Science (BS), Finance
The Riverside Company 2006 - 2013
Diabetic Dreams 2001 - 2004
Lehman Brothers 1999 - 2001
Skills
Corporate Development, Nutrition, Corporate Finance, Leveraged Finance, Alternative Investments, Business Valuation, Financial Analysis, Divestitures, Acquisition Integration, Strategy, Strategic Planning, Private Equity, Due Diligence, Start-ups, Financial Modeling, Mergers
Education
Wharton Business School 2004 — 2006
Master of Business Administration (MBA), Finance, General
Boston University - School of Management 1995 — 1999
Bachelor of Science (BS), Finance
David Kwon David Kwon's Lehman Brothers Experience June 2008 - August 2008
Job Attorney CSM&A at HewlettPackard
Industry Legal Services
Experience
Hewlett-Packard August 2015 - Present
DLA Piper US LLP September 2014 - August 2015
Hewlett-Packard January 2015 - July 2015
Clifford Chance US LLP October 2011 - August 2014
Brooklyn Law Incubator and Policy Clinic September 2010 - September 2011
BNY ConvergEx September 2009 - December 2009
Clifford Chance US LLP June 2009 - August 2009
Lehman Brothers June 2008 - August 2008
Skills
Intellectual Property, Legal Research, Due Diligence, Litigation, Licensing, Copyright Law, Legal Writing, Trademarks, Corporate Law, Westlaw, Securities Regulation, Legal Assistance, International Law, Legal Advice, Mergers & Acquisitions, Securities, Corporate Governance
Education
Brooklyn Law School 2007 — 2010
J.D., Law
University of Michigan 2000 — 2004
B.A., History
Hewlett-Packard August 2015 - Present
DLA Piper US LLP September 2014 - August 2015
Hewlett-Packard January 2015 - July 2015
Clifford Chance US LLP October 2011 - August 2014
Brooklyn Law Incubator and Policy Clinic September 2010 - September 2011
BNY ConvergEx September 2009 - December 2009
Clifford Chance US LLP June 2009 - August 2009
Lehman Brothers June 2008 - August 2008
Skills
Intellectual Property, Legal Research, Due Diligence, Litigation, Licensing, Copyright Law, Legal Writing, Trademarks, Corporate Law, Westlaw, Securities Regulation, Legal Assistance, International Law, Legal Advice, Mergers & Acquisitions, Securities, Corporate Governance
Education
Brooklyn Law School 2007 — 2010
J.D., Law
University of Michigan 2000 — 2004
B.A., History
Martin Bennett Martin Bennett's Lehman Brothers Experience October 2006 - September 2008
Job Director at PwC
Industry Financial Services
Experience
PwC June 2015 - Present
Neuberger Berman September 2008 - December 2014
Lehman Brothers October 2006 - September 2008
Accenture January 2001 - October 2006
PricewaterhouseCoopers September 1999 - December 2000
Skills
Asset Managment, Portfolio Management, Alternative Investments, Financial Services, Mutual Funds, Valuation, Private Equity, Financial Modeling, Wealth Management, Derivatives, Risk Management, Investments, Securities, Mergers, Asset Management, CRM, Management Consulting, Mergers & Acquisitions
Education
Northeastern University 1998 — 1999
Master of Business Administration (MBA)
Brandeis University 1995 — 1997
Bachelor of Arts (BA)
PwC June 2015 - Present
Neuberger Berman September 2008 - December 2014
Lehman Brothers October 2006 - September 2008
Accenture January 2001 - October 2006
PricewaterhouseCoopers September 1999 - December 2000
Skills
Asset Managment, Portfolio Management, Alternative Investments, Financial Services, Mutual Funds, Valuation, Private Equity, Financial Modeling, Wealth Management, Derivatives, Risk Management, Investments, Securities, Mergers, Asset Management, CRM, Management Consulting, Mergers & Acquisitions
Education
Northeastern University 1998 — 1999
Master of Business Administration (MBA)
Brandeis University 1995 — 1997
Bachelor of Arts (BA)
Jonathan Kahn's Lehman Brothers Experience April 1986 - June 1989
Job CEO of Wood Pellet Manufacturing Company
Industry Environmental Services
Experience
GF Funding LLC October 2007 - Present
Geneva Marketing August 2011 - Present
Michigan Wood Fuels LLC February 2012 - Present
Castlebridge Risk Solutions September 1998 - October 2007
Sanford C. Bernstein March 1996 - September 1997
RIK Options, Inc July 1989 - February 1996
Lehman Brothers April 1986 - June 1989
Skills
Derivatives, Private Equity, Manufacturing Operations, Commodity, Trading, Equities, Options, Sustainable Energy, Operations Management, Manufacturing, Venture Capital, Energy, Cleantech, Renewable Energy, Hedging, Biomass, Wood, Capital Markets, Entrepreneurship, Alternative Energy, Biofuels, Business Strategy, Management, Strategic Planning, New Business Development
Education
University of Chicago 1990 — 1993
MBA, Finance
Bowdoin College 1979 — 1983
AB, Government
GF Funding LLC October 2007 - Present
Geneva Marketing August 2011 - Present
Michigan Wood Fuels LLC February 2012 - Present
Castlebridge Risk Solutions September 1998 - October 2007
Sanford C. Bernstein March 1996 - September 1997
RIK Options, Inc July 1989 - February 1996
Lehman Brothers April 1986 - June 1989
Skills
Derivatives, Private Equity, Manufacturing Operations, Commodity, Trading, Equities, Options, Sustainable Energy, Operations Management, Manufacturing, Venture Capital, Energy, Cleantech, Renewable Energy, Hedging, Biomass, Wood, Capital Markets, Entrepreneurship, Alternative Energy, Biofuels, Business Strategy, Management, Strategic Planning, New Business Development
Education
University of Chicago 1990 — 1993
MBA, Finance
Bowdoin College 1979 — 1983
AB, Government
Alan Handler's Lehman Brothers Experience June 1985 - July 1992
Job Managing Director at TJM Brokerage
Industry Investment Management
Experience
TJM Brokerage March 2015 - Present
Jefferies & Company January 2013 - March 2015
Arlington Financial Services July 2010 - January 2013
Sequential Capital Management June 2009 - June 2010
R.J. O'Brien 1998 - 2010
Credit Suisse First Boston March 1996 - April 1998
Laurel Asset Management January 1995 - March 1996
Citigroup Global Markets July 1992 - January 1995
Lehman Brothers June 1985 - July 1992
Skills
Sales, Marketing, Capital Raising, Alternative Investments, Hedge Funds, Managed Futures, Options, Commodity, Trading, Trading Systems, Equities, Investment Strategies, Securities, Investments, Asset Managment, Hedging, Derivatives, Portfolio Management, Electronic Trading, Fixed Income
Education
Brandeis University 1975 — 1980
BA, History
TJM Brokerage March 2015 - Present
Jefferies & Company January 2013 - March 2015
Arlington Financial Services July 2010 - January 2013
Sequential Capital Management June 2009 - June 2010
R.J. O'Brien 1998 - 2010
Credit Suisse First Boston March 1996 - April 1998
Laurel Asset Management January 1995 - March 1996
Citigroup Global Markets July 1992 - January 1995
Lehman Brothers June 1985 - July 1992
Skills
Sales, Marketing, Capital Raising, Alternative Investments, Hedge Funds, Managed Futures, Options, Commodity, Trading, Trading Systems, Equities, Investment Strategies, Securities, Investments, Asset Managment, Hedging, Derivatives, Portfolio Management, Electronic Trading, Fixed Income
Education
Brandeis University 1975 — 1980
BA, History
Kevin Khona Kevin Khona's Lehman Brothers Experience January 2008 - March 2008
Job Principal at Accretive Capital Partners
Industry Investment Management
Experience
Accretive Capital Partners February 2010 - Present
iQor January 2010 - August 2010
Millennium August 2009 - January 2010
Seare Marriot & Co. June 2009 - August 2009
NightWatch Capital April 2008 - May 2009
Granada Advisors September 2007 - April 2009
JPMorgan Chase September 2008 - December 2008
Lehman Brothers January 2008 - March 2008
York Capital May 2007 - August 2007
Merrill Lynch February 2007 - May 2007
Skills
Financial Modeling, Project Management, Restructuring, Valuation, Investments, Business Strategy, Hedge Funds, Private Equity, Strategic Planning
Education
Brigham Young University 2003 — 2009
Bachelor of Science, Business Management: Finance Emphasis
Cumberland Valley
Accretive Capital Partners February 2010 - Present
iQor January 2010 - August 2010
Millennium August 2009 - January 2010
Seare Marriot & Co. June 2009 - August 2009
NightWatch Capital April 2008 - May 2009
Granada Advisors September 2007 - April 2009
JPMorgan Chase September 2008 - December 2008
Lehman Brothers January 2008 - March 2008
York Capital May 2007 - August 2007
Merrill Lynch February 2007 - May 2007
Skills
Financial Modeling, Project Management, Restructuring, Valuation, Investments, Business Strategy, Hedge Funds, Private Equity, Strategic Planning
Education
Brigham Young University 2003 — 2009
Bachelor of Science, Business Management: Finance Emphasis
Cumberland Valley
E. Scott Menter's Lehman Brothers Experience October 1988 - April 1992
Job Vice President, Business Solutions at BP Logix, Inc. | esm@BPLogix.com
Industry Information Technology and Services
Experience
BP Logix, Inc. March 2010 - Present
Shire Ventures June 2009 - March 2010
WaMu Investments, Inc. November 2006 - May 2009
University of California, Irvine July 2003 - November 2006
ESM Services, Inc. 1992 - 2003
The Automatic Answer, Inc. (now The Amanda Company) 1994 - 2000
Lehman Brothers October 1988 - April 1992
Sun Microsystems, Inc. September 1987 - September 1988
Skills
Software Development, Start-ups, Financial Services, Business Development, Information Technology, Leadership, SaaS, Enterprise Software, Cloud Computing, IT Strategy, Enterprise Architecture, SDLC, Business Process Design, Business Intelligence, Integration, Solution Architecture, Business Process..., Business Analysis, Career Counseling, Entrepreneurship, IT Management, Executive Management, Professional Services, Strategic Partnerships, Martial Arts, Management, Team Leadership, Team Management, Analysis, Vendor Management, Strategic Planning, Business Process, Data Center, Networking, Business Process..., Software Project..., Product Management, Consulting, Strategy, Pre-sales, Cross-functional Team...
Education
Brandeis University 1982 — 1985
BA, Computer Science
BP Logix, Inc. March 2010 - Present
Shire Ventures June 2009 - March 2010
WaMu Investments, Inc. November 2006 - May 2009
University of California, Irvine July 2003 - November 2006
ESM Services, Inc. 1992 - 2003
The Automatic Answer, Inc. (now The Amanda Company) 1994 - 2000
Lehman Brothers October 1988 - April 1992
Sun Microsystems, Inc. September 1987 - September 1988
Skills
Software Development, Start-ups, Financial Services, Business Development, Information Technology, Leadership, SaaS, Enterprise Software, Cloud Computing, IT Strategy, Enterprise Architecture, SDLC, Business Process Design, Business Intelligence, Integration, Solution Architecture, Business Process..., Business Analysis, Career Counseling, Entrepreneurship, IT Management, Executive Management, Professional Services, Strategic Partnerships, Martial Arts, Management, Team Leadership, Team Management, Analysis, Vendor Management, Strategic Planning, Business Process, Data Center, Networking, Business Process..., Software Project..., Product Management, Consulting, Strategy, Pre-sales, Cross-functional Team...
Education
Brandeis University 1982 — 1985
BA, Computer Science
Adam Bzura Adam Bzura's Lehman Brothers Experience June 2005 - August 2005
Job Director of Procurement
Industry Chemicals
Experience
Old Bridge Chemicals, Inc. July 2010 - Present
Morgan Stanley June 2007 - August 2007
Bloomberg June 2004 - December 2005
Lehman Brothers June 2005 - August 2005
Skills
Bloomberg, Analysis, Strategy, Contract Negotiation, Commodity, Finance, Management, Negotiation, Marketing Strategy, Valuation
Education
Duke University - The Fuqua School of Business 2006 — 2008
MBA, Finance
Brooklyn Law School 2003 — 2006
JD, Business Law - Bankruptcy, Securities Reg., Corporate Law
University of Michigan 1999 — 2003
BGS, Economics and Sociology
Old Bridge Chemicals, Inc. July 2010 - Present
Morgan Stanley June 2007 - August 2007
Bloomberg June 2004 - December 2005
Lehman Brothers June 2005 - August 2005
Skills
Bloomberg, Analysis, Strategy, Contract Negotiation, Commodity, Finance, Management, Negotiation, Marketing Strategy, Valuation
Education
Duke University - The Fuqua School of Business 2006 — 2008
MBA, Finance
Brooklyn Law School 2003 — 2006
JD, Business Law - Bankruptcy, Securities Reg., Corporate Law
University of Michigan 1999 — 2003
BGS, Economics and Sociology
Dennis Blodgett Dennis Blodgett's Lehman Brothers Experience April 1990 - May 1995
Job Wealth Advisor Intersect Capital LLC
Industry Financial Services
Experience
Intersect Capital LLC December 2014 - Present
Financial Horizons October 2001 - December 2014
Bear Stearns May 1995 - May 2000
Lehman Brothers April 1990 - May 1995
The First Boston Corporation November 1985 - April 1990
Intermountain Power Agency January 1980 - November 1985
Skills
Portfolio Management, Fixed Income, Financial Markets, Investments, Financial Analysis, Entrepreneurship, Business Planning, PowerPoint, Public Speaking, Finance, Due Diligence, Mutual Funds, Start-ups, Hedge Funds, Venture Capital, Equities, Leadership
Education
Brigham Young University 1974 — 1977
Accounting / Finance
Intersect Capital LLC December 2014 - Present
Financial Horizons October 2001 - December 2014
Bear Stearns May 1995 - May 2000
Lehman Brothers April 1990 - May 1995
The First Boston Corporation November 1985 - April 1990
Intermountain Power Agency January 1980 - November 1985
Skills
Portfolio Management, Fixed Income, Financial Markets, Investments, Financial Analysis, Entrepreneurship, Business Planning, PowerPoint, Public Speaking, Finance, Due Diligence, Mutual Funds, Start-ups, Hedge Funds, Venture Capital, Equities, Leadership
Education
Brigham Young University 1974 — 1977
Accounting / Finance
Theresa Russo Theresa Russo's Lehman Brothers Experience March 1996 - August 2001
Job Training Professional New York NY
Industry Law Practice
Experience
WBCSK LLP January 2014 - January 2015
Cole Schotz P.C. November 2013 - November 2014
Curtis, Mallet-Prevost, Colt & Mosle LLP January 2010 - September 2013
Lovells International Law Firm September 2005 - March 2007
WilmerHale September 2001 - September 2005
Lehman Brothers March 1996 - August 2001
IDOM, Inc January 1994 - April 1996
Skills
Project Management, E-Learning, Software Documentation, SharePoint, Document Management, Microsoft Office, Employee Training, Training, Public Speaking, New Hire Orientations, File Management, Project Planning, Visio, Staff Development, Curriculum Development, Distance Learning, Soft Skills, FileSite, Workshare, Adobe Design Programs, Crystal Reports, Product Development, Business Process..., Citrix XenDesktop, Video over IP, IPO, Performance Enhancement, Management, Information Technology, Leadership, Technical Support, Adobe Connect, Captivate, Web Applications, Payne, Microsoft Exchange, Inovva, Cloud Computing, Customer Service
Education
Brookdale Community College
Human Development and Family Studies, General
Star Technical Institute
Microcomputerized Operations, Data Entry/Microcomputer Applications
WBCSK LLP January 2014 - January 2015
Cole Schotz P.C. November 2013 - November 2014
Curtis, Mallet-Prevost, Colt & Mosle LLP January 2010 - September 2013
Lovells International Law Firm September 2005 - March 2007
WilmerHale September 2001 - September 2005
Lehman Brothers March 1996 - August 2001
IDOM, Inc January 1994 - April 1996
Skills
Project Management, E-Learning, Software Documentation, SharePoint, Document Management, Microsoft Office, Employee Training, Training, Public Speaking, New Hire Orientations, File Management, Project Planning, Visio, Staff Development, Curriculum Development, Distance Learning, Soft Skills, FileSite, Workshare, Adobe Design Programs, Crystal Reports, Product Development, Business Process..., Citrix XenDesktop, Video over IP, IPO, Performance Enhancement, Management, Information Technology, Leadership, Technical Support, Adobe Connect, Captivate, Web Applications, Payne, Microsoft Exchange, Inovva, Cloud Computing, Customer Service
Education
Brookdale Community College
Human Development and Family Studies, General
Star Technical Institute
Microcomputerized Operations, Data Entry/Microcomputer Applications
Raymond Z. Ling Raymond Z. Ling's Lehman Brothers Experience 2005 - 2005
Job Associate at Skadden, Arps, Slate, Meagher & Flom LLP
Industry Law Practice
Experience
Skadden, Arps, Slate, Meagher & Flom LLP January 2011 - Present
U.S. Securities and Exchange Commission 2010 - 2010
United States District Court S.D.N.Y 2009 - 2009
Skadden, Arps, Slate, Meagher & Flom LLP 2009 - 2009
United States Attorney's Office E.D.N.Y. 2008 - 2008
Lehman Brothers 2005 - 2005
Education
New York University 2002 — 2006
BA
Brooklyn Law School 2007 — 2010
JD
Townsend Harris High School 1998 — 2002
Skadden, Arps, Slate, Meagher & Flom LLP January 2011 - Present
U.S. Securities and Exchange Commission 2010 - 2010
United States District Court S.D.N.Y 2009 - 2009
Skadden, Arps, Slate, Meagher & Flom LLP 2009 - 2009
United States Attorney's Office E.D.N.Y. 2008 - 2008
Lehman Brothers 2005 - 2005
Education
New York University 2002 — 2006
BA
Brooklyn Law School 2007 — 2010
JD
Townsend Harris High School 1998 — 2002
Jeanne Kane Jeanne Kane's Lehman Brothers Experience 1986 - 2008
Job Research Analyst at Zaykowski Partners,L.P.
Industry Financial Services
Experience
Zaykowski Partners,L.P. July 2013 - Present
JKZ LLC May 2013 - Present
Fiver 2003 - Present
Sevara Partners September 2010 - April 2013
Lehman Brothers 1986 - 2008
Skills
Capital Markets, Hedge Funds, Fixed Income, Investment Banking, Private Equity, Equities, Derivatives, Alternative Investments, Asset Managment, Series 7, Structured Products, High Yield, Investments, Structured Finance, Mergers & Acquisitions, Restructuring, Trading, Financial Structuring, Series 63, Financial Markets, Credit Derivatives, Securities, Emerging Markets, Prime Brokerage, Portfolio Management, Mergers, Bonds, Asset Management, Equity Research
Education
Boston University Questrom School of Business 1981 — 1982
MBA, marketing
Penn State University 1975 — 1979
B.A., Health, Planning and Administration
Zaykowski Partners,L.P. July 2013 - Present
JKZ LLC May 2013 - Present
Fiver 2003 - Present
Sevara Partners September 2010 - April 2013
Lehman Brothers 1986 - 2008
Skills
Capital Markets, Hedge Funds, Fixed Income, Investment Banking, Private Equity, Equities, Derivatives, Alternative Investments, Asset Managment, Series 7, Structured Products, High Yield, Investments, Structured Finance, Mergers & Acquisitions, Restructuring, Trading, Financial Structuring, Series 63, Financial Markets, Credit Derivatives, Securities, Emerging Markets, Prime Brokerage, Portfolio Management, Mergers, Bonds, Asset Management, Equity Research
Education
Boston University Questrom School of Business 1981 — 1982
MBA, marketing
Penn State University 1975 — 1979
B.A., Health, Planning and Administration
Martin Cullen Martin Cullen's Lehman Brothers Experience 2003 - 2008
Job
Industry Financial Services
Experience
Banco do Brasil April 2008 - May 2011
Lehman Brothers 2003 - 2008
Lehman Brothers 1996 - 2003
Lehman Brothers 1993 - 1996
Winston & Strawn LLP 1990 - 1993
Skills
AML, Compliance, Financial Risk, Capital Markets, Privacy Law, Management, Securities, Software Documentation, Banking
Education
Pratt Institute 1981 — 1982
Master's Degree, Concentration - Law
Bradley University 1975 — 1979
BS, Sociology
Mt St Michaels Academy
Banco do Brasil April 2008 - May 2011
Lehman Brothers 2003 - 2008
Lehman Brothers 1996 - 2003
Lehman Brothers 1993 - 1996
Winston & Strawn LLP 1990 - 1993
Skills
AML, Compliance, Financial Risk, Capital Markets, Privacy Law, Management, Securities, Software Documentation, Banking
Education
Pratt Institute 1981 — 1982
Master's Degree, Concentration - Law
Bradley University 1975 — 1979
BS, Sociology
Mt St Michaels Academy
Vladimir Isakov's Lehman Brothers Experience June 2005 - August 2005
Job N/A
Industry Computer Software
Experience
Nomura July 2012 - August 2015
JPMorgan Chase July 2008 - July 2012
Bear Stearns June 2006 - July 2008
NASA September 2002 - May 2006
Lehman Brothers June 2005 - August 2005
Skills
Java, SQL, Fixed Income, Perl, C++, VBA, Equities, Databases, Unix, Microsoft SQL Server, Investment Banking
Education
Brandeis University 2002 — 2006
B.S., Economics, Mathematics, Computer Science
Stuyvesant High School 1998 — 2002
Nomura July 2012 - August 2015
JPMorgan Chase July 2008 - July 2012
Bear Stearns June 2006 - July 2008
NASA September 2002 - May 2006
Lehman Brothers June 2005 - August 2005
Skills
Java, SQL, Fixed Income, Perl, C++, VBA, Equities, Databases, Unix, Microsoft SQL Server, Investment Banking
Education
Brandeis University 2002 — 2006
B.S., Economics, Mathematics, Computer Science
Stuyvesant High School 1998 — 2002
Elena Hoehn Elena Hoehn's Lehman Brothers Experience August 2003 - April 2006
Job Department Administrator Healthcare Policy and Research at Weill Cornell Medical College
Industry Hospital & Health Care
Experience
Weill Cornell Medical College August 2013 - Present
Research Foundation for Mental Hygiene, Inc. September 2013 - August 2015
Weill Cornell Medical College November 2008 - September 2013
Weill Cornell Medical College April 2006 - November 2008
Lehman Brothers August 2003 - April 2006
Skills
Financial Analysis, Microsoft Excel, Finance, Budgets, Strategic Financial..., Strategic Planning, Research
Education
Saint John's University - Peter J. Tobin College of Business 2008 — 2011
MBA, Finance
Boston University - School of Management 1999 — 2003
BSBA, Marketing
Weill Cornell Medical College August 2013 - Present
Research Foundation for Mental Hygiene, Inc. September 2013 - August 2015
Weill Cornell Medical College November 2008 - September 2013
Weill Cornell Medical College April 2006 - November 2008
Lehman Brothers August 2003 - April 2006
Skills
Financial Analysis, Microsoft Excel, Finance, Budgets, Strategic Financial..., Strategic Planning, Research
Education
Saint John's University - Peter J. Tobin College of Business 2008 — 2011
MBA, Finance
Boston University - School of Management 1999 — 2003
BSBA, Marketing
Scott Roman's Lehman Brothers Experience 2000 - 2002
Job Vice President at Sherbrooke Capital
Industry Venture Capital & Private Equity
Experience
Ciao Bella Gelato August 2014 - Present
Boathouse Sports January 2008 - Present
Sherbrooke Capital July 2007 - Present
Booz Allen Hamilton 2006 - 2006
Putnam Investments 2003 - 2005
Lehman Brothers 2000 - 2002
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2007
MBA
Bowdoin College 1996 — 2000
BA
Ciao Bella Gelato August 2014 - Present
Boathouse Sports January 2008 - Present
Sherbrooke Capital July 2007 - Present
Booz Allen Hamilton 2006 - 2006
Putnam Investments 2003 - 2005
Lehman Brothers 2000 - 2002
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2007
MBA
Bowdoin College 1996 — 2000
BA
Wes Fedorchak's Lehman Brothers Experience 1995 - 1999
Job Capital Markets Technology Professional
Industry Capital Markets
Experience
Calidus Software 2003 - 2003
eBondTrade 1999 - 2002
Lehman Brothers 1995 - 1999
Technology Solutions Company 1990 - 1995
Security Pacific Corp (Sequor Division) 1987 - 1989
Bolt Beranek and Newman February 1985 - December 1986
Skills
Business Analysis, Hedge Funds, Trading Systems, Equities, Fixed Income, Derivatives, Low Latency, Electronic Trading, Investment Banking
Education
Brandeis University 1978 — 1982
BA, Computer Science & Economics
Manchester High School 1974 — 1978
Calidus Software 2003 - 2003
eBondTrade 1999 - 2002
Lehman Brothers 1995 - 1999
Technology Solutions Company 1990 - 1995
Security Pacific Corp (Sequor Division) 1987 - 1989
Bolt Beranek and Newman February 1985 - December 1986
Skills
Business Analysis, Hedge Funds, Trading Systems, Equities, Fixed Income, Derivatives, Low Latency, Electronic Trading, Investment Banking
Education
Brandeis University 1978 — 1982
BA, Computer Science & Economics
Manchester High School 1974 — 1978
Taher H. Dhilla's Lehman Brothers Experience August 2006 - September 2008
Job
Industry Investment Banking
Experience
Barclays March 2013 - Present
Barclays March 2010 - March 2013
Barclays September 2008 - March 2010
Lehman Brothers August 2006 - September 2008
Charles River Associates July 2001 - July 2004
Education
The University of Chicago - Booth School of Business 2004 — 2006
Master of Business Administration (M.B.A.), Accounting, Finance
Brandeis University 1994 — 1998
Bachelor of Arts (B.A.), Economics
Barclays March 2013 - Present
Barclays March 2010 - March 2013
Barclays September 2008 - March 2010
Lehman Brothers August 2006 - September 2008
Charles River Associates July 2001 - July 2004
Education
The University of Chicago - Booth School of Business 2004 — 2006
Master of Business Administration (M.B.A.), Accounting, Finance
Brandeis University 1994 — 1998
Bachelor of Arts (B.A.), Economics
Michael R Farkas, CPA's Lehman Brothers Experience 2006 - 2008
Job Tax Senior Associate at Alvarez & Marsal
Industry Accounting
Experience
Alvarez & Marsal August 2014 - Present
Warburg Pincus July 2008 - June 2014
Lehman Brothers 2006 - 2008
Friedman LLP October 2004 - November 2006
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Accounting, GAAP, Valuation, Due Diligence, Private Equity, SEC filings, Tax, Internal Controls, General Ledger
Education
Brooklyn Law School 2010 — 2014
Juris Doctor (J.D.), Tax Law/Taxation
University of Wisconsin-Madison 1999 — 2003
Bachelor's Degree, Accounting and Marketing
Saint Andrews School 1994 — 1999
High School
Alvarez & Marsal August 2014 - Present
Warburg Pincus July 2008 - June 2014
Lehman Brothers 2006 - 2008
Friedman LLP October 2004 - November 2006
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Accounting, GAAP, Valuation, Due Diligence, Private Equity, SEC filings, Tax, Internal Controls, General Ledger
Education
Brooklyn Law School 2010 — 2014
Juris Doctor (J.D.), Tax Law/Taxation
University of Wisconsin-Madison 1999 — 2003
Bachelor's Degree, Accounting and Marketing
Saint Andrews School 1994 — 1999
High School
Robert Les's Lehman Brothers Experience 2000 - 2003
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
Barclays Capital October 2010 - April 2014
Sapient November 2009 - October 2010
Natixis June 2003 - March 2009
Lehman Brothers 2000 - 2003
Skills
Fixed Income, Risk Management, Trading, Finance, Capital Markets, Derivatives, Investment Banking, Equities, Hedge Funds, Bloomberg, Loans, Portfolio Management, Trading Systems, Mortgage Lending, Securitization
Education
William Paterson University of New Jersey 1996 — 2000
BS, Business Administration, Finance, and Economics
Boston University - Metropolitan College
Morgan Stanley April 2014 - Present
Barclays Capital October 2010 - April 2014
Sapient November 2009 - October 2010
Natixis June 2003 - March 2009
Lehman Brothers 2000 - 2003
Skills
Fixed Income, Risk Management, Trading, Finance, Capital Markets, Derivatives, Investment Banking, Equities, Hedge Funds, Bloomberg, Loans, Portfolio Management, Trading Systems, Mortgage Lending, Securitization
Education
William Paterson University of New Jersey 1996 — 2000
BS, Business Administration, Finance, and Economics
Boston University - Metropolitan College
Jonathan Brickman's Lehman Brothers Experience 2001 - 2004
Job Director at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets 2009 - Present
Merrill Lynch 2004 - 2006
Lehman Brothers 2001 - 2004
Skills
Investment Banking, Financial Institutions, Financial Modeling, Corporate Finance, Corporate Advisory, Capital Markets, Banking, Mergers
Education
Columbia University - Columbia Business School 2006 — 2008
MBA
Brandeis University 1997 — 2001
BA, Economics
RBC Capital Markets 2009 - Present
Merrill Lynch 2004 - 2006
Lehman Brothers 2001 - 2004
Skills
Investment Banking, Financial Institutions, Financial Modeling, Corporate Finance, Corporate Advisory, Capital Markets, Banking, Mergers
Education
Columbia University - Columbia Business School 2006 — 2008
MBA
Brandeis University 1997 — 2001
BA, Economics
Tony Clapsis's Lehman Brothers Experience March 2003 - September 2008
Job Vice President at CVS Health
Industry Hospital & Health Care
Experience
CVS Health September 2015 - Present
Caesars Entertainment Corporation January 2014 - August 2015
United States Senate Committee on Finance April 2009 - December 2013
Barclays Capital September 2008 - January 2009
Lehman Brothers March 2003 - September 2008
Stateside Associates 2002 - 2003
Massachusetts State Senate 2001 - 2002
Skills
Healthcare, Policy Analysis, Public Policy, Healthcare Information..., Politics, Legislation, Policy, Community Outreach, Government, Legislative Relations, Nonprofits
Education
Boston University 2001 — 2002
Masters of Arts, History
Boston University 1998 — 2002
Bachelors of Arts, International Relations, History
CVS Health September 2015 - Present
Caesars Entertainment Corporation January 2014 - August 2015
United States Senate Committee on Finance April 2009 - December 2013
Barclays Capital September 2008 - January 2009
Lehman Brothers March 2003 - September 2008
Stateside Associates 2002 - 2003
Massachusetts State Senate 2001 - 2002
Skills
Healthcare, Policy Analysis, Public Policy, Healthcare Information..., Politics, Legislation, Policy, Community Outreach, Government, Legislative Relations, Nonprofits
Education
Boston University 2001 — 2002
Masters of Arts, History
Boston University 1998 — 2002
Bachelors of Arts, International Relations, History
Cindy Michel's Lehman Brothers Experience June 2004 - April 2007
Job Chief Compliance Officer at Apollo Global Management LLC
Industry Investment Management
Experience
Apollo Global Management LLC April 2014 - Present
Apollo Global Management April 2007 - Present
Lehman Brothers June 2004 - April 2007
Credit Suisse April 2003 - May 2004
DLA Piper September 2000 - April 2003
Skills
Securities Regulation, Business Strategy, Alternative Investments, Due Diligence, Hedge Funds, Securities, Private Equity, Mergers & Acquisitions, Corporate Governance, AML, Outlook, Sanction, Capital Markets, Corporate Finance
Education
Boston University School of Law 1997 — 2000
J.D., Law
Columbia University in the City of New York 1991 — 1995
A.B., English
Apollo Global Management LLC April 2014 - Present
Apollo Global Management April 2007 - Present
Lehman Brothers June 2004 - April 2007
Credit Suisse April 2003 - May 2004
DLA Piper September 2000 - April 2003
Skills
Securities Regulation, Business Strategy, Alternative Investments, Due Diligence, Hedge Funds, Securities, Private Equity, Mergers & Acquisitions, Corporate Governance, AML, Outlook, Sanction, Capital Markets, Corporate Finance
Education
Boston University School of Law 1997 — 2000
J.D., Law
Columbia University in the City of New York 1991 — 1995
A.B., English
Bill McDonough's Lehman Brothers Experience 1999 - 2000
Job Chief Operations Officer (COO) Fixed Income, Currency and Commodities (FICC) Electronic Trading at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP March 2015 - Present
Bloomberg LP January 2013 - Present
Bloomberg, LLP April 2011 - Present
TradeWeb April 2004 - April 2011
Tradeweb 2004 - 2008
M&T Bank 2002 - 2004
Lipper & Company 2000 - 2002
Lehman Brothers 1999 - 2000
Goldman, Sachs & Co. 1993 - 1999
Education
Northwestern University - Kellogg School of Management 1991 — 1993
MBA, Finance/Economics
Boston University Questrom School of Business 1983 — 1986
BSBA, Finaince, Economics
University of Arizona 1981 — 1982
Bloomberg LP March 2015 - Present
Bloomberg LP January 2013 - Present
Bloomberg, LLP April 2011 - Present
TradeWeb April 2004 - April 2011
Tradeweb 2004 - 2008
M&T Bank 2002 - 2004
Lipper & Company 2000 - 2002
Lehman Brothers 1999 - 2000
Goldman, Sachs & Co. 1993 - 1999
Education
Northwestern University - Kellogg School of Management 1991 — 1993
MBA, Finance/Economics
Boston University Questrom School of Business 1983 — 1986
BSBA, Finaince, Economics
University of Arizona 1981 — 1982
Tom Shpetner's Lehman Brothers Experience August 2002 - September 2008
Job Head of Bank Regulatory Compliance, Capital Markets Surveillance, and Regulatory Inquiries, RBC Capital Markets, LLC
Industry Financial Services
Experience
Royal Bank of Canada May 2011 - Present
New York City Environmental Control Board March 2012 - Present
Goldman Sachs August 2009 - June 2011
Barclays Capital September 2008 - August 2009
Lehman Brothers August 2002 - September 2008
Bloomberg Tradebook 2001 - 2002
Securities and Exchange Commission 2000 - 2001
US Securities and Exchange Commission 1998 - 2001
Skills
Capital Markets, Derivatives, Electronic Trading, Due Diligence, Equities, Financial Regulation, Fixed Income, Securities, Securities Regulation, Structured Finance, Structured Products, Trading Systems
Education
Brooklyn Law School 1994 — 1998
JD, Law
Cornell University 1986 — 1990
Bachelor of Science, Industrial and Labor Relations
Royal Bank of Canada May 2011 - Present
New York City Environmental Control Board March 2012 - Present
Goldman Sachs August 2009 - June 2011
Barclays Capital September 2008 - August 2009
Lehman Brothers August 2002 - September 2008
Bloomberg Tradebook 2001 - 2002
Securities and Exchange Commission 2000 - 2001
US Securities and Exchange Commission 1998 - 2001
Skills
Capital Markets, Derivatives, Electronic Trading, Due Diligence, Equities, Financial Regulation, Fixed Income, Securities, Securities Regulation, Structured Finance, Structured Products, Trading Systems
Education
Brooklyn Law School 1994 — 1998
JD, Law
Cornell University 1986 — 1990
Bachelor of Science, Industrial and Labor Relations
Aaron Szekel's Lehman Brothers Experience 2005 - 2007
Job Director, Business Operations at Flatiron Health
Industry Computer Software
Experience
Flatiron Health February 2014 - Present
First Round Capital July 2011 - March 2014
Simulmedia June 2011 - July 2011
First Round Capital May 2011 - June 2011
CBS Corporation June 2007 - July 2010
Lehman Brothers 2005 - 2007
The Salter Group 2003 - 2004
Los Angeles County Economic Development Corporation June 2002 - August 2002
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (MBA), Marketing
Brandeis University 2001 — 2005
B.A. with High Honors, Economics and Business
The London School of Economics and Political Science (LSE) 2003 — 2004
General Course, Management/Finance
Woodbridge High School
Flatiron Health February 2014 - Present
First Round Capital July 2011 - March 2014
Simulmedia June 2011 - July 2011
First Round Capital May 2011 - June 2011
CBS Corporation June 2007 - July 2010
Lehman Brothers 2005 - 2007
The Salter Group 2003 - 2004
Los Angeles County Economic Development Corporation June 2002 - August 2002
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (MBA), Marketing
Brandeis University 2001 — 2005
B.A. with High Honors, Economics and Business
The London School of Economics and Political Science (LSE) 2003 — 2004
General Course, Management/Finance
Woodbridge High School
Raymond Mercurio's Lehman Brothers Experience March 1991 - July 2007
Job CAWorkload Automation at UBS Investment Bank
Industry Information Technology and Services
Experience
UBS Investment Bank July 2014 - Present
Barclays Capital July 2007 - February 2014
Lehman Brothers March 1991 - July 2007
Skills
Autosys, Sybase, Unix, Linux, Disaster Recovery, Servers, Windows Server, Windows, DB2, High Availability, ITIL, Data Center, Databases, Vendor Management, IT Service Management, Integration, SDLC, Business Continuity, Solaris, IT Management, Unix Shell Scripting, Infrastructure, IT Operations, Incident Management, Enterprise Architecture, Solution Architecture, Trading Systems, IT Strategy, AIX, Prime Brokerage, Market Data, Electronic Trading, Reference Data, Fixed Income, Perl, Low Latency, Exchange Connectivity, Shell Scripting, Middle Office
Education
Brookdale Community College
UBS Investment Bank July 2014 - Present
Barclays Capital July 2007 - February 2014
Lehman Brothers March 1991 - July 2007
Skills
Autosys, Sybase, Unix, Linux, Disaster Recovery, Servers, Windows Server, Windows, DB2, High Availability, ITIL, Data Center, Databases, Vendor Management, IT Service Management, Integration, SDLC, Business Continuity, Solaris, IT Management, Unix Shell Scripting, Infrastructure, IT Operations, Incident Management, Enterprise Architecture, Solution Architecture, Trading Systems, IT Strategy, AIX, Prime Brokerage, Market Data, Electronic Trading, Reference Data, Fixed Income, Perl, Low Latency, Exchange Connectivity, Shell Scripting, Middle Office
Education
Brookdale Community College
Scott Kursman's Lehman Brothers Experience 2005 - 2008
Job Managing Director, Head of Policy and Regulatory ICG Compliance at Citigroup Global Markets
Industry Financial Services
Experience
Citigroup Global Markets August 2009 - Present
Barclays Capital (formerly Lehman Brothers) September 2008 - August 2009
Lehman Brothers 2005 - 2008
Securities Industry Association 1998 - 2005
Prudential Securities 1995 - 1998
US Securities and Exchange Commission 1992 - 1995
Education
Boston University School of Law 1989 — 1992
JD, Securities Law, Corporate Law
Tufts University 1982 — 1986
BA, Political Science, Economics
Citigroup Global Markets August 2009 - Present
Barclays Capital (formerly Lehman Brothers) September 2008 - August 2009
Lehman Brothers 2005 - 2008
Securities Industry Association 1998 - 2005
Prudential Securities 1995 - 1998
US Securities and Exchange Commission 1992 - 1995
Education
Boston University School of Law 1989 — 1992
JD, Securities Law, Corporate Law
Tufts University 1982 — 1986
BA, Political Science, Economics
Greg Chludzinski's Lehman Brothers Experience 2005 - 2007
Job Associate at DLA Piper LLP (US)
Industry Legal Services
Experience
DLA Piper 2008 - Present
Lehman Brothers 2005 - 2007
Susquehanna International Group, LLP (SIG) 2001 - 2005
Goldman Sachs 1998 - 2001
Skills
Securities Regulation, Securities, Private Equity, Hedge Funds, Capital Markets
Education
Brooklyn Law School 2004 — 2008
Lehigh University 1993 — 1997
BS, Finance
Lehigh University - College of Business and Economics 1993 — 1997
BS, Finance
DLA Piper 2008 - Present
Lehman Brothers 2005 - 2007
Susquehanna International Group, LLP (SIG) 2001 - 2005
Goldman Sachs 1998 - 2001
Skills
Securities Regulation, Securities, Private Equity, Hedge Funds, Capital Markets
Education
Brooklyn Law School 2004 — 2008
Lehigh University 1993 — 1997
BS, Finance
Lehigh University - College of Business and Economics 1993 — 1997
BS, Finance
Julien McCluney's Lehman Brothers Experience 2005 - 2006
Job Director U.S. Marketing
Industry Consumer Goods
Experience
Hasbro June 2009 - Present
CIGNA Healthcare June 2008 - August 2008
Lemax, Inc. 2006 - 2007
Lehman Brothers 2005 - 2006
Lifetime Entertainment Services (Lifetime TV) 2002 - 2005
Skills
Market Research, Cross-functional Team..., Competitive Analysis, Product Development, Product Marketing, Marketing Strategy, Pricing Strategy, Marketing, Strategy, Business Planning, Financial Analysis, Business Development, Consumer Products, Leadership, Brand Management, FMCG, Marketing Management, Customer Insight, Media Planning, Marketing Research
Education
Boston University Questrom School of Business 2007 — 2009
MBA
Boston University - School of Management
BSBA
Oliver Ames High School
Hasbro June 2009 - Present
CIGNA Healthcare June 2008 - August 2008
Lemax, Inc. 2006 - 2007
Lehman Brothers 2005 - 2006
Lifetime Entertainment Services (Lifetime TV) 2002 - 2005
Skills
Market Research, Cross-functional Team..., Competitive Analysis, Product Development, Product Marketing, Marketing Strategy, Pricing Strategy, Marketing, Strategy, Business Planning, Financial Analysis, Business Development, Consumer Products, Leadership, Brand Management, FMCG, Marketing Management, Customer Insight, Media Planning, Marketing Research
Education
Boston University Questrom School of Business 2007 — 2009
MBA
Boston University - School of Management
BSBA
Oliver Ames High School
Christopher Jones's Lehman Brothers Experience May 2000 - March 2002
Job Managing Director Senior Gaming Analyst at Union Gaming
Industry Financial Services
Experience
Union Gaming November 2014 - Present
Telsey Advisory Group June 2008 - 2014
Oppenheimer & Co. June 2006 - January 2008
Jefferies Asset Management August 2005 - May 2006
Oppenheimer & Co. May 2004 - August 2005
Merrill Lynch March 2002 - May 2004
Lehman Brothers May 2000 - March 2002
Saks Incorporated March 1998 - May 2000
Skills
Equities, Equity Research, Valuation, Financial Modeling, Hedge Funds, Investments, Asset Managment, Capital Markets, Series 7, Bloomberg, Portfolio Management, Alternative Investments, Fixed Income, Buy-side, Series 63, Equity Valuation, Corporate Finance, Financial Analysis, Retail, Securities, Stock Picking, Emerging Markets, Financial Reporting, High Yield
Education
Boston University - School of Management 1993 — 1997
Bachelor of Science (BS)
Tabor academy
Tabor academy
Union Gaming November 2014 - Present
Telsey Advisory Group June 2008 - 2014
Oppenheimer & Co. June 2006 - January 2008
Jefferies Asset Management August 2005 - May 2006
Oppenheimer & Co. May 2004 - August 2005
Merrill Lynch March 2002 - May 2004
Lehman Brothers May 2000 - March 2002
Saks Incorporated March 1998 - May 2000
Skills
Equities, Equity Research, Valuation, Financial Modeling, Hedge Funds, Investments, Asset Managment, Capital Markets, Series 7, Bloomberg, Portfolio Management, Alternative Investments, Fixed Income, Buy-side, Series 63, Equity Valuation, Corporate Finance, Financial Analysis, Retail, Securities, Stock Picking, Emerging Markets, Financial Reporting, High Yield
Education
Boston University - School of Management 1993 — 1997
Bachelor of Science (BS)
Tabor academy
Tabor academy
Jennifer Marre's Lehman Brothers Experience 1993 - 2005
Job Managing Director, Associate GC, at Bank of America
Industry Financial Services
Experience
Bank of America December 2009 - Present
Merrill Lynch December 2006 - December 2009
Lehman Brothers 1993 - 2005
Skills
Capital Markets, Fixed Income, Securities, Investment Banking, Private Equity, Equities, Derivatives, Series 7, Structured Products, Structured Finance, Alternative Investments, Portfolio Management, Investments, FINRA, Asset Managment, Securitization, AML, Mergers, Hedge Funds
Education
Brooklyn Law School
Harvard University
Bachelor of Arts (B.A.), Psychology
Bank of America December 2009 - Present
Merrill Lynch December 2006 - December 2009
Lehman Brothers 1993 - 2005
Skills
Capital Markets, Fixed Income, Securities, Investment Banking, Private Equity, Equities, Derivatives, Series 7, Structured Products, Structured Finance, Alternative Investments, Portfolio Management, Investments, FINRA, Asset Managment, Securitization, AML, Mergers, Hedge Funds
Education
Brooklyn Law School
Harvard University
Bachelor of Arts (B.A.), Psychology
Adam Kraidin's Lehman Brothers Experience September 2008 - October 2008
Job Vice President and Counsel
Industry Financial Services
Experience
MSCI Inc. June 2013 - Present
Technology Practice Group LLC March 2011 - June 2013
MasterCard July 2009 - February 2011
Axiom May 2009 - July 2009
NBC Universal February 2009 - May 2009
Lehman Brothers September 2008 - October 2008
GE Capital July 2006 - July 2008
Paul Hastings October 2000 - July 2006
Moses & Singer LLP January 1998 - September 2000
Proskauer Rose LLP September 1996 - December 1997
Skills
Software Licensing, Technology Transactions, IT Outsourcing, IT Procurement, IT Sourcing, Software Procurement, Licensing Negotiations, Contract Negotiation, Intellectual Property, Privacy Law, Data Privacy, Online Privacy, Privacy Policies, Privacy Compliance, Certified Information..., Dispute Resolution, Commercial Litigation, Legal Writing, Trade Secrets, Licensing, Outsourcing, Legal Advice, Due Diligence, Legal Assistance
Education
Brooklyn Law School 1993 — 1996
J.D., Law
University of Pennsylvania 1986 — 1990
B.A., English
Miami Beach Senior High School 1986 — 1986
Diploma
MSCI Inc. June 2013 - Present
Technology Practice Group LLC March 2011 - June 2013
MasterCard July 2009 - February 2011
Axiom May 2009 - July 2009
NBC Universal February 2009 - May 2009
Lehman Brothers September 2008 - October 2008
GE Capital July 2006 - July 2008
Paul Hastings October 2000 - July 2006
Moses & Singer LLP January 1998 - September 2000
Proskauer Rose LLP September 1996 - December 1997
Skills
Software Licensing, Technology Transactions, IT Outsourcing, IT Procurement, IT Sourcing, Software Procurement, Licensing Negotiations, Contract Negotiation, Intellectual Property, Privacy Law, Data Privacy, Online Privacy, Privacy Policies, Privacy Compliance, Certified Information..., Dispute Resolution, Commercial Litigation, Legal Writing, Trade Secrets, Licensing, Outsourcing, Legal Advice, Due Diligence, Legal Assistance
Education
Brooklyn Law School 1993 — 1996
J.D., Law
University of Pennsylvania 1986 — 1990
B.A., English
Miami Beach Senior High School 1986 — 1986
Diploma
Gillian Bouchie's Lehman Brothers Experience February 1994 - June 2002
Job Principal at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc. February 2015 - Present
RW Pressprich March 2008 - January 2015
Libertas Partners February 2007 - March 2008
Raymond James May 2004 - January 2007
Fleet Bank 2004 - 2005
Lehman Brothers February 1994 - June 2002
Goldman Sachs November 1992 - January 1995
Skills
Hedge Funds, Fixed Income, Bloomberg, Capital Markets, Bonds, Equities, Investments, Alternative Investments, Asset Management, Valuation
Education
Bryant College (University) 1988 — 1992
Bachelors, Marketing
Richmond College 1991 — 1991
Study Abroad/Marketing Internship
Boston University Questrom School of Business
MBA, Finance
Canaccord Genuity Inc. February 2015 - Present
RW Pressprich March 2008 - January 2015
Libertas Partners February 2007 - March 2008
Raymond James May 2004 - January 2007
Fleet Bank 2004 - 2005
Lehman Brothers February 1994 - June 2002
Goldman Sachs November 1992 - January 1995
Skills
Hedge Funds, Fixed Income, Bloomberg, Capital Markets, Bonds, Equities, Investments, Alternative Investments, Asset Management, Valuation
Education
Bryant College (University) 1988 — 1992
Bachelors, Marketing
Richmond College 1991 — 1991
Study Abroad/Marketing Internship
Boston University Questrom School of Business
MBA, Finance
Sharon I. Grysman's Lehman Brothers Experience June 2007 - August 2007
Job Associate at Gibson, Dunn & Crutcher LLP
Industry Law Practice
Experience
Gibson, Dunn & Crutcher LLP March 2010 - Present
Gibson, Dunn & Crutcher LLP May 2008 - August 2008
Lehman Brothers June 2007 - August 2007
Skills
Commercial Litigation, FCPA, Securities Litigation, Legal Writing, Legal Research, Class Actions
Education
New York University School of Law 2006 — 2009
J.D., Law
Brandeis University 2000 — 2004
BA, Philosophy
Gibson, Dunn & Crutcher LLP March 2010 - Present
Gibson, Dunn & Crutcher LLP May 2008 - August 2008
Lehman Brothers June 2007 - August 2007
Skills
Commercial Litigation, FCPA, Securities Litigation, Legal Writing, Legal Research, Class Actions
Education
New York University School of Law 2006 — 2009
J.D., Law
Brandeis University 2000 — 2004
BA, Philosophy
Elias Erickson's Lehman Brothers Experience July 2008 - July 2009
Job Investment Analyst at Thornburg Investment Management
Industry Investment Management
Experience
Thornburg Investment Management August 2013 - Present
Dodge & Cox July 2009 - September 2011
Lehman Brothers July 2008 - July 2009
NEC Venture Development/Longworth Venture Partners May 2006 - December 2007
Education
Stanford Graduate School of Business 2011 — 2013
MBA
Brigham Young University 2002 — 2008
Thornburg Investment Management August 2013 - Present
Dodge & Cox July 2009 - September 2011
Lehman Brothers July 2008 - July 2009
NEC Venture Development/Longworth Venture Partners May 2006 - December 2007
Education
Stanford Graduate School of Business 2011 — 2013
MBA
Brigham Young University 2002 — 2008
Michael Hitzmann's Lehman Brothers Experience September 1996 - September 2008
Job Cerberus Capital Management
Industry Investment Banking
Experience
Cerberus Capital Management April 2009 - Present
Barclays Capital September 2008 - December 2008
Lehman Brothers September 1996 - September 2008
Cantor Fitzgerald April 1996 - September 1996
Prudential Securities June 1993 - March 1996
Skills
ABS, MBS, Securitization, Residential Mortgages, Restructuring, Loans, Capital Markets, Mortgage Lending, Fixed Income, Structured Finance, Credit Risk, Portfolio Management, Venture Capital, Investments, Bonds, Investment Banking, Valuation, Financial Structuring
Education
Boston University Questrom School of Business
BSBA, Business & Mgt.
New York University
MA, Economics
Cerberus Capital Management April 2009 - Present
Barclays Capital September 2008 - December 2008
Lehman Brothers September 1996 - September 2008
Cantor Fitzgerald April 1996 - September 1996
Prudential Securities June 1993 - March 1996
Skills
ABS, MBS, Securitization, Residential Mortgages, Restructuring, Loans, Capital Markets, Mortgage Lending, Fixed Income, Structured Finance, Credit Risk, Portfolio Management, Venture Capital, Investments, Bonds, Investment Banking, Valuation, Financial Structuring
Education
Boston University Questrom School of Business
BSBA, Business & Mgt.
New York University
MA, Economics
Sherri Venokur's Lehman Brothers Experience 1993 - 2001
Job SVENOKUR LLC
Industry Law Practice
Experience
SVENOKUR LLC August 2010 - Present
The Regulatory Fundamentals Group LLC September 2011 - Present
Lowenstein Sandler PC 2007 - 2010
Stroock & Stroock & Lavan 2001 - 2007
Lehman Brothers 1993 - 2001
European American Bank 1986 - 1989
Skills
Derivatives, Compliance, Swaps, Contract Negotiation, Negotiation, Hedge Funds, Risk Management, Writing, Public Speaking, Dodd-Frank, Corporate Law, ISDA, Capital Markets, Fixed Income, Asset Management, Equities, Structured Products, Securities, Litigation, Foreign Exchange, Financial Structuring, Securities Regulation, Cross-border..., Legal Writing, Prime Brokerage, Credit, Commodity
Education
Brooklyn Law School
JD
Brooklyn College, City University of New York
BA, Magna Cum Laude
Midwood High School
SVENOKUR LLC August 2010 - Present
The Regulatory Fundamentals Group LLC September 2011 - Present
Lowenstein Sandler PC 2007 - 2010
Stroock & Stroock & Lavan 2001 - 2007
Lehman Brothers 1993 - 2001
European American Bank 1986 - 1989
Skills
Derivatives, Compliance, Swaps, Contract Negotiation, Negotiation, Hedge Funds, Risk Management, Writing, Public Speaking, Dodd-Frank, Corporate Law, ISDA, Capital Markets, Fixed Income, Asset Management, Equities, Structured Products, Securities, Litigation, Foreign Exchange, Financial Structuring, Securities Regulation, Cross-border..., Legal Writing, Prime Brokerage, Credit, Commodity
Education
Brooklyn Law School
JD
Brooklyn College, City University of New York
BA, Magna Cum Laude
Midwood High School
Jon Barlow's Lehman Brothers Experience March 2005 - June 2008
Job Investment Management
Industry Investment Management
Experience
Eaglewood Capital Management July 2011 - Present
Weiss Multi-Strategy Advisers June 2008 - June 2011
Lehman Brothers March 2005 - June 2008
J.P. Morgan June 2002 - February 2005
Education
Brigham Young University 1997 — 2002
B.S., Accounting
Eaglewood Capital Management July 2011 - Present
Weiss Multi-Strategy Advisers June 2008 - June 2011
Lehman Brothers March 2005 - June 2008
J.P. Morgan June 2002 - February 2005
Education
Brigham Young University 1997 — 2002
B.S., Accounting
Lisa Roitman's Lehman Brothers Experience June 2007 - November 2008
Job General Counsel at Litespeed Partners
Industry Capital Markets
Experience
Litespeed Partners September 2013 - Present
The Kenmar Group March 2011 - September 2013
Lehman Brothers Holdings Inc November 2008 - March 2011
Lehman Brothers June 2007 - November 2008
HSBC Bank USA May 2003 - March 2007
UBS Investment Bank 2001 - 2003
Bankers Trust Company 1994 - 1999
Skills
Structured Finance, Hedge Funds, Financial Structuring, Derivatives, Equities, Restructuring, Mutual Funds, Private Equity, Alternative Investments, Securities, Fixed Income, Capital Markets, Asset Management, Corporate Governance, Securities Regulation
Education
Boston University School of Law 1993 — 1994
LLM, Morin Center for Banking Law Studies
New England Law Boston 1990 — 1993
JD, Law
Mount Holyoke College 1986 — 1990
ba, anthropology
Litespeed Partners September 2013 - Present
The Kenmar Group March 2011 - September 2013
Lehman Brothers Holdings Inc November 2008 - March 2011
Lehman Brothers June 2007 - November 2008
HSBC Bank USA May 2003 - March 2007
UBS Investment Bank 2001 - 2003
Bankers Trust Company 1994 - 1999
Skills
Structured Finance, Hedge Funds, Financial Structuring, Derivatives, Equities, Restructuring, Mutual Funds, Private Equity, Alternative Investments, Securities, Fixed Income, Capital Markets, Asset Management, Corporate Governance, Securities Regulation
Education
Boston University School of Law 1993 — 1994
LLM, Morin Center for Banking Law Studies
New England Law Boston 1990 — 1993
JD, Law
Mount Holyoke College 1986 — 1990
ba, anthropology
Mike Tingen, CPA's Lehman Brothers Experience June 2008 - December 2008
Job Global Manager Purchasing Operations at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP February 2015 - Present
Bloomberg LP September 2013 - February 2015
Atos International April 2012 - March 2013
Credit Suisse May 2009 - November 2011
LEHMAN BROTHERS / BARCLAYS CAPITAL June 2006 - January 2009
Barclays Capital (formerly Lehman Brothers) June 2008 - December 2008
Lehman Brothers June 2008 - December 2008
Barclays Capital June 2006 - June 2008
VIP Desk December 2004 - August 2005
MARSH, INC January 2002 - August 2004
Skills
Risk, Investment Banking, Strategic Planning, Banking, Compliance, Budgeting, Risk Management, Real Estate, Analysis, Product Development, Executive Management, Planning, Cards, Change Management, Negotiation, Vendor, Administration, Cost, Credit Cards, Business Strategy, Process Improvement, Budgets, Project Planning, Forecasting, Financial Risk, Business Analysis, Financial Analysis, Accounting, Management, Financial Reporting, Financial Modeling, Strategy, Mergers & Acquisitions, Sarbanes-Oxley Act, Start-ups
Education
Brigham Young University 1983 — 1987
Bachelor of Science, Accounting; Business Management
Certified Public Accountant, CPA - Virginia 1991
New York University, Stern School of Business
MBA (completed 45 of 60 credits), Finance
Bloomberg LP February 2015 - Present
Bloomberg LP September 2013 - February 2015
Atos International April 2012 - March 2013
Credit Suisse May 2009 - November 2011
LEHMAN BROTHERS / BARCLAYS CAPITAL June 2006 - January 2009
Barclays Capital (formerly Lehman Brothers) June 2008 - December 2008
Lehman Brothers June 2008 - December 2008
Barclays Capital June 2006 - June 2008
VIP Desk December 2004 - August 2005
MARSH, INC January 2002 - August 2004
Skills
Risk, Investment Banking, Strategic Planning, Banking, Compliance, Budgeting, Risk Management, Real Estate, Analysis, Product Development, Executive Management, Planning, Cards, Change Management, Negotiation, Vendor, Administration, Cost, Credit Cards, Business Strategy, Process Improvement, Budgets, Project Planning, Forecasting, Financial Risk, Business Analysis, Financial Analysis, Accounting, Management, Financial Reporting, Financial Modeling, Strategy, Mergers & Acquisitions, Sarbanes-Oxley Act, Start-ups
Education
Brigham Young University 1983 — 1987
Bachelor of Science, Accounting; Business Management
Certified Public Accountant, CPA - Virginia 1991
New York University, Stern School of Business
MBA (completed 45 of 60 credits), Finance
Martin Pola's Lehman Brothers Experience 2004 - 2005
Job Quality Assurance Analyst II at Dominion Enterprises
Industry Telecommunications
Experience
Dominion Enterprises December 2008 - Present
Cox Auto Trader Publishing 2006 - December 2008
Lehman Brothers 2004 - 2005
BYU Independent Study 2001 - 2002
Victory Studios 1999 - 2001
Education
Brigham Young University 1999 — 2003
Bachelor of Science (BS), International Finance
Dominion Enterprises December 2008 - Present
Cox Auto Trader Publishing 2006 - December 2008
Lehman Brothers 2004 - 2005
BYU Independent Study 2001 - 2002
Victory Studios 1999 - 2001
Education
Brigham Young University 1999 — 2003
Bachelor of Science (BS), International Finance
Andrew Crandall's Lehman Brothers Experience 2006 - September 2008
Job Account Manager
Industry Financial Services
Experience
Parkside Lending October 2012 - Present
Plaza Home Mortgage May 2012 - November 2012
MetLife Home Loans January 2009 - May 2012
Lehman Brothers 2006 - September 2008
Lehman Brothers Bank August 2006 - April 2007
Skills
Loans, Credit, Funding, Loan Origination, Mortgage Lending, Problem Resolution., Data Analysis, Reporting & Analysis, Credit Analysis, FHA, Leadership, Mortgage Banking, Mortgage Underwriting, Refinance, Residential Mortgages, Training
Education
Brigham Young University 2001 — 2003
B.S. Psychology, Business Management
Brigham Young University - Idaho 2000 — 2001
Associates, General Education
Parkside Lending October 2012 - Present
Plaza Home Mortgage May 2012 - November 2012
MetLife Home Loans January 2009 - May 2012
Lehman Brothers 2006 - September 2008
Lehman Brothers Bank August 2006 - April 2007
Skills
Loans, Credit, Funding, Loan Origination, Mortgage Lending, Problem Resolution., Data Analysis, Reporting & Analysis, Credit Analysis, FHA, Leadership, Mortgage Banking, Mortgage Underwriting, Refinance, Residential Mortgages, Training
Education
Brigham Young University 2001 — 2003
B.S. Psychology, Business Management
Brigham Young University - Idaho 2000 — 2001
Associates, General Education
Daniel Lurie's Lehman Brothers Experience 1994 - 1997
Job Executive Vice President & Chief Counsel, Corporate at Endurance
Industry Law Practice
Experience
Endurance August 2010 - Present
Endurance March 2009 - August 2010
Endurance August 2006 - March 2009
Endurance January 2004 - August 2006
Skadden Arps 2000 - 2004
Morgan, Lewis & Bockius LLP 1998 - 2000
Lehman Brothers 1994 - 1997
Skills
Mergers, Corporate Finance, Private Equity, Litigation Management, Insurance, Corporate Governance, Contract Negotiation, Mergers & Acquisitions, Corporate Law, IPO, Venture Capital, Due Diligence, Commercial Litigation, Securities Regulation
Education
University of California, Los Angeles - School of Law 1997 — 2000
JD, Specialization in Business Law
Brandeis University 1990 — 1994
BA & MA, History
Ramaz
Endurance August 2010 - Present
Endurance March 2009 - August 2010
Endurance August 2006 - March 2009
Endurance January 2004 - August 2006
Skadden Arps 2000 - 2004
Morgan, Lewis & Bockius LLP 1998 - 2000
Lehman Brothers 1994 - 1997
Skills
Mergers, Corporate Finance, Private Equity, Litigation Management, Insurance, Corporate Governance, Contract Negotiation, Mergers & Acquisitions, Corporate Law, IPO, Venture Capital, Due Diligence, Commercial Litigation, Securities Regulation
Education
University of California, Los Angeles - School of Law 1997 — 2000
JD, Specialization in Business Law
Brandeis University 1990 — 1994
BA & MA, History
Ramaz
Sam Bai's Lehman Brothers Experience August 2005 - June 2006
Job CICC
Industry Financial Services
Experience
CICC December 2008 - Present
PartnerRe Asset Management June 2006 - November 2007
Lehman Brothers August 2005 - June 2006
Morgan Stanley February 2004 - August 2005
Ziff Brothers Investments June 2000 - February 2004
Skills
Quantitative Investing, Fixed Income, Options, Hedge Funds, Derivatives, Equity Research, Portfolio Management, Equities, Bloomberg, Quantitative Finance, Quantitative Analytics, Equity Derivatives
Education
The University of Chicago Booth School of Business 1995 — 2000
Phd, Econometrics
Brandeis University
MS, Mathematics
Peking University
BS, Mathematics
CICC December 2008 - Present
PartnerRe Asset Management June 2006 - November 2007
Lehman Brothers August 2005 - June 2006
Morgan Stanley February 2004 - August 2005
Ziff Brothers Investments June 2000 - February 2004
Skills
Quantitative Investing, Fixed Income, Options, Hedge Funds, Derivatives, Equity Research, Portfolio Management, Equities, Bloomberg, Quantitative Finance, Quantitative Analytics, Equity Derivatives
Education
The University of Chicago Booth School of Business 1995 — 2000
Phd, Econometrics
Brandeis University
MS, Mathematics
Peking University
BS, Mathematics
David Schiffmann's Lehman Brothers Experience April 2010 - August 2011
Job CDO/CLO Trader and Structurer
Industry Investment Banking
Experience
Jefferies & Company August 2011 - Present
Lehman Brothers April 2010 - August 2011
Brandeis University September 2008 - December 2008
Expertise & Conseil June 2008 - August 2008
MECAPLAST February 2007 - July 2007
Airbus June 2006 - August 2006
Skills
Corporate Finance, Financial Modeling, Finance, Fixed Income, Derivatives, Credit Risk, Leadership, Market Research, Trading, Portfolio Management, Valuation, Credit Derivatives, Structured Products
Education
Brandeis International Business School 2008 — 2009
MA, Finance and Business
ENSEEIHT - Ecole Nationale Supérieure d'Electrotechnique, d'Electronique, d'Informatique, d'Hydraulique et des Télécommunications 2004 — 2007
MSc, Engineering
Jefferies & Company August 2011 - Present
Lehman Brothers April 2010 - August 2011
Brandeis University September 2008 - December 2008
Expertise & Conseil June 2008 - August 2008
MECAPLAST February 2007 - July 2007
Airbus June 2006 - August 2006
Skills
Corporate Finance, Financial Modeling, Finance, Fixed Income, Derivatives, Credit Risk, Leadership, Market Research, Trading, Portfolio Management, Valuation, Credit Derivatives, Structured Products
Education
Brandeis International Business School 2008 — 2009
MA, Finance and Business
ENSEEIHT - Ecole Nationale Supérieure d'Electrotechnique, d'Electronique, d'Informatique, d'Hydraulique et des Télécommunications 2004 — 2007
MSc, Engineering
Jennifer Lum Ng's Lehman Brothers Experience May 2004 - November 2006
Job Vice President at Neuberger Berman Wealth Management
Industry Financial Services
Experience
Neuberger Berman Wealth Management 2006 - Present
Lehman Brothers May 2004 - November 2006
Bear Stearns June 2000 - May 2004
Skills
Fixed Income, Equities, Capital Markets, Alternative Investments, Derivatives, Securities
Education
Boston University Questrom School of Business 1996 — 2000
BSBA, Finance
Neuberger Berman Wealth Management 2006 - Present
Lehman Brothers May 2004 - November 2006
Bear Stearns June 2000 - May 2004
Skills
Fixed Income, Equities, Capital Markets, Alternative Investments, Derivatives, Securities
Education
Boston University Questrom School of Business 1996 — 2000
BSBA, Finance
Tara Baquero's Lehman Brothers Experience December 2005 - September 2008
Job Director at Barclays Capital
Industry Financial Services
Experience
Barclays Capital September 2008 - Present
Lehman Brothers December 2005 - September 2008
Lehman Brothers December 2001 - December 2005
Education
Boston University 1995 — 1998
BA, Sociology
OLBS 1985 — 1991
Barclays Capital September 2008 - Present
Lehman Brothers December 2005 - September 2008
Lehman Brothers December 2001 - December 2005
Education
Boston University 1995 — 1998
BA, Sociology
OLBS 1985 — 1991
Glenn Geist's Lehman Brothers Experience December 1993 - June 1998
Job Senior Vice President and Investment Counselor at Capital Group Private Client Services
Industry Investment Management
Experience
Capital Group Private Client Services August 2011 - Present
JMP Securities March 2003 - June 2011
Jefferies & Company June 1998 - March 2003
Lehman Brothers December 1993 - June 1998
Education
Cleveland State University 1979 — 1981
BA, Marketing
Bowling Green State University 1977 — 1979
Capital Group Private Client Services August 2011 - Present
JMP Securities March 2003 - June 2011
Jefferies & Company June 1998 - March 2003
Lehman Brothers December 1993 - June 1998
Education
Cleveland State University 1979 — 1981
BA, Marketing
Bowling Green State University 1977 — 1979
Libert Sang's Lehman Brothers Experience May 2005 - September 2008
Job Executive Director, Senior Business Manager, CIB Technology at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
J.P. Morgan June 2011 - January 2014
Credit Suisse October 2010 - June 2011
Credit Suisse October 2009 - September 2010
Barclays Capital September 2008 - September 2009
Lehman Brothers May 2005 - September 2008
Lehman Brothers August 2000 - May 2005
Foot Locker January 1999 - August 2000
Federated Department Stores September 1993 - December 1998
Skills
Market Data, PMO, Forecasting, Financial Analysis, Strategic Planning, Strategy, Trading Systems, Investment Banking, Risk Management, Management, Analysis, IT Management, Finance, Financial Services, Equities, Business Analysis, Operations Management, Budgets, Asset Management, Infrastructure
Education
Zicklin School of Business at Baruch College 1999 — 2002
MBA, Computer Information Systems
Boston University Questrom School of Business 1988 — 1993
BS, Business Administration - Concentration in Finance
J.P. Morgan January 2014 - Present
J.P. Morgan June 2011 - January 2014
Credit Suisse October 2010 - June 2011
Credit Suisse October 2009 - September 2010
Barclays Capital September 2008 - September 2009
Lehman Brothers May 2005 - September 2008
Lehman Brothers August 2000 - May 2005
Foot Locker January 1999 - August 2000
Federated Department Stores September 1993 - December 1998
Skills
Market Data, PMO, Forecasting, Financial Analysis, Strategic Planning, Strategy, Trading Systems, Investment Banking, Risk Management, Management, Analysis, IT Management, Finance, Financial Services, Equities, Business Analysis, Operations Management, Budgets, Asset Management, Infrastructure
Education
Zicklin School of Business at Baruch College 1999 — 2002
MBA, Computer Information Systems
Boston University Questrom School of Business 1988 — 1993
BS, Business Administration - Concentration in Finance
Bonnie Archampong's Lehman Brothers Experience July 2007 - September 2008
Job Vice President at Barclays
Industry Financial Services
Experience
Barclays Capital September 2008 - Present
Lehman Brothers July 2007 - September 2008
Lehman Brothers July 2005 - July 2007
Skills
Investment Banking, Equities, Debt, Valuation, DCF, Financial Modeling, Project Management, Business Analysis
Education
Brandeis University International Business School 2003 — 2005
Master's degree, International Economics & Finance
Wellesley College 2000 — 2004
Bachelor of Arts (B.A.), Economics
Barclays Capital September 2008 - Present
Lehman Brothers July 2007 - September 2008
Lehman Brothers July 2005 - July 2007
Skills
Investment Banking, Equities, Debt, Valuation, DCF, Financial Modeling, Project Management, Business Analysis
Education
Brandeis University International Business School 2003 — 2005
Master's degree, International Economics & Finance
Wellesley College 2000 — 2004
Bachelor of Arts (B.A.), Economics
Dayne Baird's Lehman Brothers Experience 2000 - 2003
Job Principal at The Carlyle Group
Industry Venture Capital & Private Equity
Experience
The Carlyle Group 2003 - Present
Lehman Brothers 2000 - 2003
Skills
Private Equity, Financial Modeling, Valuation, Due Diligence, LBO, Mergers & Acquisitions, Corporate Finance, Investment Banking, Financial Analysis, Leveraged Finance, Capital Markets, Strategy, M&A experience
Education
Brigham Young University
Bachelor of Science (B.S.), Business Management
Georgetown University - The McDonough School of Business
Master of Business Administration (MBA)
The Carlyle Group 2003 - Present
Lehman Brothers 2000 - 2003
Skills
Private Equity, Financial Modeling, Valuation, Due Diligence, LBO, Mergers & Acquisitions, Corporate Finance, Investment Banking, Financial Analysis, Leveraged Finance, Capital Markets, Strategy, M&A experience
Education
Brigham Young University
Bachelor of Science (B.S.), Business Management
Georgetown University - The McDonough School of Business
Master of Business Administration (MBA)
Holly Isdale's Lehman Brothers Experience January 2004 - September 2008
Job Financial Advisor to UltraHigh Net Worth Individuals | Widely Quoted Industry Expert Law & Finance | Keynote Speaker
Industry Financial Services
Experience
Wealthaven October 2010 - Present
Private Trust Company April 2011 - Present
Speaker and Contributor 1999 - Present
Bessemer Trust February 2009 - October 2010
Barclays Wealth September 2008 - January 2009
Lehman Brothers January 2004 - September 2008
Goldman Sachs March 1999 - January 2004
JPMorgan January 1994 - March 1999
Fried Frank October 1990 - January 1994
Skills
Family Businesses, Estate Tax Planning, Philanthropy, Family Office, Wealth, Wealth Management, Investments, Asset Allocation, Family Business, Estate Planning, Portfolio Management, Financial Advisory, Mergers & Acquisitions, Mutual Funds, Hedge Funds, Financial Services, Strategic Financial..., Alternative Investments, Strategy, High Net Worth..., Trusts, Board Governance, Investment Strategies, Capital Markets, Investment Management, Finance, Wealth Management..., Risk Management, Private Equity
Education
Boston University School of Law 1987 — 1990
JD
Cornell University 1982 — 1986
AB, Cum Laude, History, Government
Wealthaven October 2010 - Present
Private Trust Company April 2011 - Present
Speaker and Contributor 1999 - Present
Bessemer Trust February 2009 - October 2010
Barclays Wealth September 2008 - January 2009
Lehman Brothers January 2004 - September 2008
Goldman Sachs March 1999 - January 2004
JPMorgan January 1994 - March 1999
Fried Frank October 1990 - January 1994
Skills
Family Businesses, Estate Tax Planning, Philanthropy, Family Office, Wealth, Wealth Management, Investments, Asset Allocation, Family Business, Estate Planning, Portfolio Management, Financial Advisory, Mergers & Acquisitions, Mutual Funds, Hedge Funds, Financial Services, Strategic Financial..., Alternative Investments, Strategy, High Net Worth..., Trusts, Board Governance, Investment Strategies, Capital Markets, Investment Management, Finance, Wealth Management..., Risk Management, Private Equity
Education
Boston University School of Law 1987 — 1990
JD
Cornell University 1982 — 1986
AB, Cum Laude, History, Government
Deepesh Dalal's Lehman Brothers Experience 1997 - September 2008
Job VP at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital September 2008 - Present
Lehman Brothers 1997 - September 2008
Education
Bradley University 1995 — 1997
Masters, Computer Science
University of Mumbai 1989 — 1993
Bachelors, Electronic Engineering
Barclays Capital September 2008 - Present
Lehman Brothers 1997 - September 2008
Education
Bradley University 1995 — 1997
Masters, Computer Science
University of Mumbai 1989 — 1993
Bachelors, Electronic Engineering
Brendan Dickinson's Lehman Brothers Experience January 2008 - September 2008
Job VC at Canaan Partners
Industry Venture Capital & Private Equity
Experience
Canaan Partners October 2014 - Present
NatureBox April 2014 - Present
EVEN Financial February 2015 - Present
Canaan Partners June 2010 - October 2014
NYC Turing Fellows January 2011 - December 2013
AppFund March 2010 - June 2010
Barclays Capital September 2008 - August 2009
Lehman Brothers January 2008 - September 2008
Skills
Financial Modeling, Leadership, Start-ups, Valuation, Venture Capital, Strategy, Entrepreneurship, Private Equity, Research, Due Diligence, Investments, Management, Strategic Partnerships
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance & Entrepreneurship
Brown University 2005 — 2007
Masters, Computer Science
Bowdoin College 2000 — 2004
BA, Political Science
Canaan Partners October 2014 - Present
NatureBox April 2014 - Present
EVEN Financial February 2015 - Present
Canaan Partners June 2010 - October 2014
NYC Turing Fellows January 2011 - December 2013
AppFund March 2010 - June 2010
Barclays Capital September 2008 - August 2009
Lehman Brothers January 2008 - September 2008
Skills
Financial Modeling, Leadership, Start-ups, Valuation, Venture Capital, Strategy, Entrepreneurship, Private Equity, Research, Due Diligence, Investments, Management, Strategic Partnerships
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance & Entrepreneurship
Brown University 2005 — 2007
Masters, Computer Science
Bowdoin College 2000 — 2004
BA, Political Science
Elise Senay's Lehman Brothers Experience 1993 - 2003
Job Office Manager at Desert Cove Woodworks
Industry Construction
Experience
Desert Cove Woodworks October 2006 - May 2010
Oxclove Workshop January 2004 - August 2005
lehman brothers 1993 - 2003
Skills
Office Management, Office Administration, Back Office, Front Office, Microsoft Office, Microsoft Excel, Microsoft Word, Accounts Payable, Financial Accounting, Account Reconciliation, Accounts Receivable, Secretarial Skills, Administrative..., Benefits Administration, QuickBooks, Organized Multi-tasker, Highly Organized &..., Spreadsheets, Visio, Access, Budgets, Customer Service, Investment Banking, Project Management, Business Analysis, Process Improvement, Social Media, Human Resources
Education
Brookdale Community College 1988 — 1989
Desert Cove Woodworks October 2006 - May 2010
Oxclove Workshop January 2004 - August 2005
lehman brothers 1993 - 2003
Skills
Office Management, Office Administration, Back Office, Front Office, Microsoft Office, Microsoft Excel, Microsoft Word, Accounts Payable, Financial Accounting, Account Reconciliation, Accounts Receivable, Secretarial Skills, Administrative..., Benefits Administration, QuickBooks, Organized Multi-tasker, Highly Organized &..., Spreadsheets, Visio, Access, Budgets, Customer Service, Investment Banking, Project Management, Business Analysis, Process Improvement, Social Media, Human Resources
Education
Brookdale Community College 1988 — 1989
Alex Greenberg's Lehman Brothers Experience June 2001 - November 2002
Job Resolutions & Receivership Specialist at FDIC
Industry Banking
Experience
FDIC July 2009 - Present
Merrill Lynch January 2004 - February 2008
Nomura November 2002 - December 2003
Lehman Brothers June 2001 - November 2002
Skills
Financial Modeling, Presentation Development, Financial Forecasting, Valuation, Receiverships, Federal Government, Financial Analysis, M&A experience, FDIC Assisted..., Structured Finance, Financial Regulation, Fixed Income, Credit Analysis, Loans, Portfolio Management, Credit, Finance, Risk Management, Asset Management, Investments, Mergers
Education
Brandeis International Business School 2000 — 2001
MA, Finance, 3.74
Brandeis University 1996 — 2000
BA, Politics, Economics, 3.75
FDIC July 2009 - Present
Merrill Lynch January 2004 - February 2008
Nomura November 2002 - December 2003
Lehman Brothers June 2001 - November 2002
Skills
Financial Modeling, Presentation Development, Financial Forecasting, Valuation, Receiverships, Federal Government, Financial Analysis, M&A experience, FDIC Assisted..., Structured Finance, Financial Regulation, Fixed Income, Credit Analysis, Loans, Portfolio Management, Credit, Finance, Risk Management, Asset Management, Investments, Mergers
Education
Brandeis International Business School 2000 — 2001
MA, Finance, 3.74
Brandeis University 1996 — 2000
BA, Politics, Economics, 3.75
Charles Kim's Lehman Brothers Experience 2005 - 2007
Job Managing Director at China Renaissance
Industry Financial Services
Experience
China Renaissance March 2013 - Present
Mirae Asset Securities (HK) 2007 - 2012
Lehman Brothers 2005 - 2007
Deutsche Bank 2000 - 2005
JPMorgan Chase 1998 - 2000
Skills
Equity Research, Portfolio Management, Capital Markets, Mergers & Acquisitions, Strategy, Investments, Investment Banking, Entrepreneurship, Trading, IPO, Equities, Hedge Funds, Valuation, Private Equity, Financial Modeling, Emerging Markets, Management
Education
Brandeis University 1986 — 1990
Bachelor of Science (BS), Economics/History
China Renaissance March 2013 - Present
Mirae Asset Securities (HK) 2007 - 2012
Lehman Brothers 2005 - 2007
Deutsche Bank 2000 - 2005
JPMorgan Chase 1998 - 2000
Skills
Equity Research, Portfolio Management, Capital Markets, Mergers & Acquisitions, Strategy, Investments, Investment Banking, Entrepreneurship, Trading, IPO, Equities, Hedge Funds, Valuation, Private Equity, Financial Modeling, Emerging Markets, Management
Education
Brandeis University 1986 — 1990
Bachelor of Science (BS), Economics/History
Kathryn (Dillon) Purvis's Lehman Brothers Experience 2004 - 2008
Job Executive Director at Nomura Global Financial Products Inc.
Industry Financial Services
Experience
Nomura Global Financial Products Inc. March 2011 - Present
Nomura Global Financial Products Inc. August 2009 - March 2011
Barclays Capital Inc. September 2008 - August 2009
Lehman Brothers 2004 - 2008
JPMorgan Chase June 2000 - April 2004
Sakura Global Capital, Inc. September 1998 - June 2000
Skills
Derivatives, Capital Markets, Fixed Income, Equity Derivatives, Credit Derivatives, Swaps, Interest Rate..., CDS, Hedge Funds, Prime Brokerage, Structured Products
Education
Brooklyn Law School 1995 — 1998
JD
Manhattan College
BS, Finance
Nomura Global Financial Products Inc. March 2011 - Present
Nomura Global Financial Products Inc. August 2009 - March 2011
Barclays Capital Inc. September 2008 - August 2009
Lehman Brothers 2004 - 2008
JPMorgan Chase June 2000 - April 2004
Sakura Global Capital, Inc. September 1998 - June 2000
Skills
Derivatives, Capital Markets, Fixed Income, Equity Derivatives, Credit Derivatives, Swaps, Interest Rate..., CDS, Hedge Funds, Prime Brokerage, Structured Products
Education
Brooklyn Law School 1995 — 1998
JD
Manhattan College
BS, Finance
Tara OHanlon- Shook's Lehman Brothers Experience August 2005 - February 2007
Job Procurement Specialist II
Industry Mechanical or Industrial Engineering
Experience
Clondalkin Flexible Packaging April 2009 - April 2015
Siemens Energy September 2007 - November 2008
Harris Corporation April 2007 - September 2007
Lehman Brothers August 2005 - February 2007
Gentiva Health Services August 2004 - September 2004
Skills
Vendor Management, Procurement, Purchasing, Strategic Sourcing, Supply Chain Management, SAP, Management, Strategy, Leadership, Program Management, Sourcing, Project Management, Negotiation, Analysis, Budgets, Process Improvement, MRP, Supply Chain, Contract Negotiation, Strategic Planning, Supply Management, Contract Management
Education
Briarcliffe College 2001 — 2003
Bachelor's degree, Marketing
Clondalkin Flexible Packaging April 2009 - April 2015
Siemens Energy September 2007 - November 2008
Harris Corporation April 2007 - September 2007
Lehman Brothers August 2005 - February 2007
Gentiva Health Services August 2004 - September 2004
Skills
Vendor Management, Procurement, Purchasing, Strategic Sourcing, Supply Chain Management, SAP, Management, Strategy, Leadership, Program Management, Sourcing, Project Management, Negotiation, Analysis, Budgets, Process Improvement, MRP, Supply Chain, Contract Negotiation, Strategic Planning, Supply Management, Contract Management
Education
Briarcliffe College 2001 — 2003
Bachelor's degree, Marketing
Brent Charles's Lehman Brothers Experience August 2006 - September 2008
Job Mobile App Analyst Geico
Industry Information Technology and Services
Experience
Geico July 2014 - Present
American University March 2012 - March 2014
Robert Half International February 2012 - June 2012
DesignData January 2012 - March 2012
Harlem Arts Alliance September 2009 - January 2010
Lehman Brothers August 2006 - September 2008
Borough of Manhattan Community College October 2000 - August 2006
Skills
Servers, Network Administration, Microsoft Exchange, Mac OS, Lotus Notes, Microsoft Office, Windows 7, Windows Server, SharePoint, CMS, SQL, Novell, Active Directory, Visio, Networking, Security, Software Documentation, Windows, Blackberry, VPN, Hardware, Laptops, Project Management, OS X, Testing, Android, Databases, Network Security, HTML, Information Security, Process Improvement, Incident Management, IT Operations, Information Technology, IT Service Management, Computer Hardware, Operating Systems, System Deployment, Network Design, IT Strategy, Business Analysis, VoIP
Education
Bowie State University 2010 — 2011
Masters, Managment Information Systems
Borough of Manhattan Community College, City University of New York 2004 — 2007
Associates of Applied Science, Multi Media Programming
New York City College of Technology, City University of New York
Bachelor, Technology; Computer Information Systems
Borough of Manhattan Community College, City University of New York 2000 — 2003
Associates of Applied Science, Computer Operations
Geico July 2014 - Present
American University March 2012 - March 2014
Robert Half International February 2012 - June 2012
DesignData January 2012 - March 2012
Harlem Arts Alliance September 2009 - January 2010
Lehman Brothers August 2006 - September 2008
Borough of Manhattan Community College October 2000 - August 2006
Skills
Servers, Network Administration, Microsoft Exchange, Mac OS, Lotus Notes, Microsoft Office, Windows 7, Windows Server, SharePoint, CMS, SQL, Novell, Active Directory, Visio, Networking, Security, Software Documentation, Windows, Blackberry, VPN, Hardware, Laptops, Project Management, OS X, Testing, Android, Databases, Network Security, HTML, Information Security, Process Improvement, Incident Management, IT Operations, Information Technology, IT Service Management, Computer Hardware, Operating Systems, System Deployment, Network Design, IT Strategy, Business Analysis, VoIP
Education
Bowie State University 2010 — 2011
Masters, Managment Information Systems
Borough of Manhattan Community College, City University of New York 2004 — 2007
Associates of Applied Science, Multi Media Programming
New York City College of Technology, City University of New York
Bachelor, Technology; Computer Information Systems
Borough of Manhattan Community College, City University of New York 2000 — 2003
Associates of Applied Science, Computer Operations
Brian Knapp's Lehman Brothers Experience August 2005 - November 2008
Job Executive Director J.P. Morgan Securities LLC
Industry Investment Banking
Experience
J.P. Morgan Securities LLC February 2014 - Present
JP Morgan Chase October 2009 - January 2014
RBS Sempra Commodities November 2008 - October 2009
Lehman Brothers August 2005 - November 2008
Deutsche Bank July 2003 - July 2005
Morgan Stanley June 2001 - June 2003
Skills
Derivatives, Credit Risk, Investment Banking, Structured Finance, FX Options, Commodity, Credit, Fixed Income, Capital Markets, Finance, Hedge Funds, Equities, Valuation, Financial Modeling, Credit Derivatives, Bloomberg, Portfolio Management, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance
Bowdoin College 1996 — 2000
BA, Government & Legal Studies
J.P. Morgan Securities LLC February 2014 - Present
JP Morgan Chase October 2009 - January 2014
RBS Sempra Commodities November 2008 - October 2009
Lehman Brothers August 2005 - November 2008
Deutsche Bank July 2003 - July 2005
Morgan Stanley June 2001 - June 2003
Skills
Derivatives, Credit Risk, Investment Banking, Structured Finance, FX Options, Commodity, Credit, Fixed Income, Capital Markets, Finance, Hedge Funds, Equities, Valuation, Financial Modeling, Credit Derivatives, Bloomberg, Portfolio Management, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance
Bowdoin College 1996 — 2000
BA, Government & Legal Studies
Frank LoFrisco's Lehman Brothers Experience April 1998 - June 1999
Job Partner at Muller Road Capital, LP
Industry Financial Services
Experience
Muller Road Capital, LP January 2015 - Present
445 Salons, LLC January 2010 - Present
RBS Greenwich Capital May 2007 - December 2008
Bierstadt Capital, LLC November 2004 - April 2007
Affordable Residential Communities June 1999 - November 2004
Lehman Brothers April 1998 - June 1999
UBS May 1997 - April 1998
Cowen and Company March 1996 - May 1997
Paine Webber March 1995 - March 1996
Kidder Peabody June 1990 - March 1995
Skills
Real Estate, Mergers & Acquisitions, Real Estate Economics, Due Diligence, Asset Management, Investments, Valuation, Contract Negotiation, Real Estate Development, Leases, Investment Properties, Asset Managment
Education
Boston University Questrom School of Business 1986 — 1990
BSBA, Finance
Muller Road Capital, LP January 2015 - Present
445 Salons, LLC January 2010 - Present
RBS Greenwich Capital May 2007 - December 2008
Bierstadt Capital, LLC November 2004 - April 2007
Affordable Residential Communities June 1999 - November 2004
Lehman Brothers April 1998 - June 1999
UBS May 1997 - April 1998
Cowen and Company March 1996 - May 1997
Paine Webber March 1995 - March 1996
Kidder Peabody June 1990 - March 1995
Skills
Real Estate, Mergers & Acquisitions, Real Estate Economics, Due Diligence, Asset Management, Investments, Valuation, Contract Negotiation, Real Estate Development, Leases, Investment Properties, Asset Managment
Education
Boston University Questrom School of Business 1986 — 1990
BSBA, Finance
Jack Rosenfield's Lehman Brothers Experience January 1997 - September 1998
Job Chief Investment Officer at InterLand Capital, L.P.
Industry Real Estate
Experience
InterLand Capital, L.P. September 2014 - Present
The St. Joe Company 2012 - December 2014
Loan Resolution Advisors LLC January 2009 - September 2014
The Athena Group LLC September 2003 - December 2008
RD Management Company April 1999 - September 2003
Lehman Brothers January 1997 - September 1998
Resolution Trust Corporation August 1991 - December 1995
The Chase Manhattan Bank March 1989 - August 1991
L. F. Rothschild 1982 - 1987
Dean Witter 1982 - 1984
Skills
Acquisitions, Asset Management, Real Estate Investment, Commercial Mortgages, Investment Properties, Real Estate Finance, Real Estate Development, Dispositions, Property Management, REO, Asset Managment, Disposition, Loans, Valuation, Financial Analysis, Due Diligence, Real Estate, Brokerage, Real Estate Economics, Real Estate Financing, Appraisals, Financial Modeling, Real Estate Transactions, Shopping Centers, Residential Homes, Investments, Leases, Mergers & Acquisitions, Banking, Financial Structuring, CMBS, Private Equity, Investors, Portfolio Management, Finance, Strategy, Property, Restructuring, Corporate Real Estate, Location Intelligence, Real Estate Private..., Equities, Apartments, Entitlements, Tenant, Commercial Real Estate, Sellers, Affordable Housing, International Real..., Landlords
Education
Brooklyn Law School 1975 — 1979
JD
The Ohio State University Fisher College of Business 1971 — 1975
BSBA, Finance & Real Estate
InterLand Capital, L.P. September 2014 - Present
The St. Joe Company 2012 - December 2014
Loan Resolution Advisors LLC January 2009 - September 2014
The Athena Group LLC September 2003 - December 2008
RD Management Company April 1999 - September 2003
Lehman Brothers January 1997 - September 1998
Resolution Trust Corporation August 1991 - December 1995
The Chase Manhattan Bank March 1989 - August 1991
L. F. Rothschild 1982 - 1987
Dean Witter 1982 - 1984
Skills
Acquisitions, Asset Management, Real Estate Investment, Commercial Mortgages, Investment Properties, Real Estate Finance, Real Estate Development, Dispositions, Property Management, REO, Asset Managment, Disposition, Loans, Valuation, Financial Analysis, Due Diligence, Real Estate, Brokerage, Real Estate Economics, Real Estate Financing, Appraisals, Financial Modeling, Real Estate Transactions, Shopping Centers, Residential Homes, Investments, Leases, Mergers & Acquisitions, Banking, Financial Structuring, CMBS, Private Equity, Investors, Portfolio Management, Finance, Strategy, Property, Restructuring, Corporate Real Estate, Location Intelligence, Real Estate Private..., Equities, Apartments, Entitlements, Tenant, Commercial Real Estate, Sellers, Affordable Housing, International Real..., Landlords
Education
Brooklyn Law School 1975 — 1979
JD
The Ohio State University Fisher College of Business 1971 — 1975
BSBA, Finance & Real Estate
Jennifer Geismar's Lehman Brothers Experience 2001 - 2008
Job Exec Director at JPM
Industry Financial Services
Experience
JPMorgan January 2009 - Present
Lehman Brothers 2001 - 2008
Skills
Prime Brokerage
Education
Brooklyn Law School 1994 — 1997
JD, Law
Emory University 1990 — 1994
BA, English, Sociology
JPMorgan January 2009 - Present
Lehman Brothers 2001 - 2008
Skills
Prime Brokerage
Education
Brooklyn Law School 1994 — 1997
JD, Law
Emory University 1990 — 1994
BA, English, Sociology
Peter Schilling's Lehman Brothers Experience 1989 - 1995
Job Owner / Chief Technologist at Schilling Associates
Industry Consumer Electronics
Experience
Schilling Associates Executive ConsultantEliassen Group2004 - 2004
Authoria 2000 - 2003
TradeOut.com 1999 - 2000
Cendant 1995 - 1999
Lehman Brothers 1989 - 1995
Prophecy Development Corp 1987 - 1989
Education
Brandeis University 1983 — 1987
BA, Computer Science, Cognitive Science & Linguistics
Schilling Associates Executive ConsultantEliassen Group2004 - 2004
Authoria 2000 - 2003
TradeOut.com 1999 - 2000
Cendant 1995 - 1999
Lehman Brothers 1989 - 1995
Prophecy Development Corp 1987 - 1989
Education
Brandeis University 1983 — 1987
BA, Computer Science, Cognitive Science & Linguistics
Danny Wadhwani's Lehman Brothers Experience January 2008 - April 2008
Job COOCFO at ThinkLite, Entrepreneur
Industry Venture Capital & Private Equity
Experience
ThinkLite May 2012 - Present
V5 Plastics December 2011 - June 2012
PwC Consulting February 2009 - December 2011
PricewaterhouseCoopers June 2008 - August 2008
Lehman Brothers January 2008 - April 2008
John Hancock 2007 - 2007
Skills
Accounting, Data Analysis, Operational Due..., Business Strategy, Financial Analysis, Risk Management, Financial Reporting, Corporate Finance, Financial Modeling, Business Analysis, Managerial Finance, Analysis, Management, Mergers & Acquisitions, Strategy
Education
Boston University Questrom School of Business 2005 — 2009
BSBA, Finance, Management Information Systems, Economics
ThinkLite May 2012 - Present
V5 Plastics December 2011 - June 2012
PwC Consulting February 2009 - December 2011
PricewaterhouseCoopers June 2008 - August 2008
Lehman Brothers January 2008 - April 2008
John Hancock 2007 - 2007
Skills
Accounting, Data Analysis, Operational Due..., Business Strategy, Financial Analysis, Risk Management, Financial Reporting, Corporate Finance, Financial Modeling, Business Analysis, Managerial Finance, Analysis, Management, Mergers & Acquisitions, Strategy
Education
Boston University Questrom School of Business 2005 — 2009
BSBA, Finance, Management Information Systems, Economics
Karen Wendell's Lehman Brothers Experience 1997 - 2005
Job Managing Director at UBS AG
Industry Financial Services
Experience
UBS Investment Bank 2005 - Present
Lehman Brothers 1997 - 2005
Barclays Bank PLC October 1995 - March 1997
Kidder Peabody 1988 - 1995
Shearson Lehman Hutton 1985 - 1988
Skills
US broker dealer..., Equities trading and..., Electronic trading..., Securities Regulation, Futures regulation, Compliance, Legal Advice, Broker-Dealer, Equity Trading, Electronic Trading, Derivatives, Securities, Hedge Funds, Equities, Prime Brokerage, Financial Markets, Trading, Investment Banking, FINRA, Structured Products, Securities Lending, Fixed Income
Education
Boston University School of Law
Juris Doctor
Smith College
Bachelors, American Studies
UBS Investment Bank 2005 - Present
Lehman Brothers 1997 - 2005
Barclays Bank PLC October 1995 - March 1997
Kidder Peabody 1988 - 1995
Shearson Lehman Hutton 1985 - 1988
Skills
US broker dealer..., Equities trading and..., Electronic trading..., Securities Regulation, Futures regulation, Compliance, Legal Advice, Broker-Dealer, Equity Trading, Electronic Trading, Derivatives, Securities, Hedge Funds, Equities, Prime Brokerage, Financial Markets, Trading, Investment Banking, FINRA, Structured Products, Securities Lending, Fixed Income
Education
Boston University School of Law
Juris Doctor
Smith College
Bachelors, American Studies
Hosheus (OC) Isaac's Lehman Brothers Experience July 2006 - September 2008
Job Vice President,National Strategic Initiatives at VEDC
Industry Financial Services
Experience
New York Business Development Corporation November 2012 - October 2014
US Small Business Administration August 2011 - November 2012
Bank of America Merrill Lynch August 2009 - July 2011
Barclays Capital September 2008 - November 2008
Lehman Brothers July 2006 - September 2008
Lehman Brothers 2003 - 2003
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Corporate Finance, Financial Analysis, Policy Analysis, Community Economic..., Small Business Lending, Investments, Capital Markets, Investment Management, Alternative Investments, Finance, Nonprofits, Due Diligence, Portfolio Management
Education
Bowdoin College 2002 — 2006
BA, English, Economics
New York Business Development Corporation November 2012 - October 2014
US Small Business Administration August 2011 - November 2012
Bank of America Merrill Lynch August 2009 - July 2011
Barclays Capital September 2008 - November 2008
Lehman Brothers July 2006 - September 2008
Lehman Brothers 2003 - 2003
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Corporate Finance, Financial Analysis, Policy Analysis, Community Economic..., Small Business Lending, Investments, Capital Markets, Investment Management, Alternative Investments, Finance, Nonprofits, Due Diligence, Portfolio Management
Education
Bowdoin College 2002 — 2006
BA, English, Economics
Gary Newman's Lehman Brothers Experience 1998 - 2001
Job Managing Director at CIII Capital Partners
Industry Real Estate
Experience
C-III Capital Partners April 2011 - Present
Holliday Fenoglio Fowler March 2010 - April 2011
Hypo Real Estate Bank International March 2007 - March 2009
Barclays Capital May 2004 - March 2007
Lehman Brothers 1998 - 2001
Education
Brooklyn Law School 1993 — 1996
JD
Indiana University Bloomington 1988 — 1992
BA, History
C-III Capital Partners April 2011 - Present
Holliday Fenoglio Fowler March 2010 - April 2011
Hypo Real Estate Bank International March 2007 - March 2009
Barclays Capital May 2004 - March 2007
Lehman Brothers 1998 - 2001
Education
Brooklyn Law School 1993 — 1996
JD
Indiana University Bloomington 1988 — 1992
BA, History
Steven W. Rabitz's Lehman Brothers Experience December 2006 - September 2008
Job Partner at Stroock & Stroock & Lavan LLP
Industry Law Practice
Experience
Stroock & Stroock & Lavan LLP March 2009 - Present
Barclays Capital September 2008 - March 2009
Lehman Brothers December 2006 - September 2008
Goldman, Sachs & Co. September 2000 - November 2006
Cleary, Gottlieb, Steen & Hamilton September 1995 - August 2000
Education
New York University School of Law 1992 — 1995
J.D., Law
Brandeis University 1988 — 1992
B.A., Political Science; Economics
Stroock & Stroock & Lavan LLP March 2009 - Present
Barclays Capital September 2008 - March 2009
Lehman Brothers December 2006 - September 2008
Goldman, Sachs & Co. September 2000 - November 2006
Cleary, Gottlieb, Steen & Hamilton September 1995 - August 2000
Education
New York University School of Law 1992 — 1995
J.D., Law
Brandeis University 1988 — 1992
B.A., Political Science; Economics
Heather Ring's Lehman Brothers Experience January 2005 - January 2009
Job Financial and Operations Analyst
Industry Food & Beverages
Experience
Panera Bread December 2013 - June 2014
Teradyne February 2011 - September 2013
Panera Bread June 2010 - July 2010
Lehman Brothers January 2005 - January 2009
Skills
Strategic Planning, Six Sigma, Microsoft Excel, Microsoft Office, Microsoft Word, Cross-functional Team..., Financial Analysis, Management, Business Analysis, Market Research, Business Strategy, Process Improvement, Supply Chain Management, Operations Management
Education
Boston University Questrom School of Business 2009 — 2011
MBA, Supply Chain Management
Northeastern University 2001 — 2005
BS in Business Administration, Marketing, International Business
Panera Bread December 2013 - June 2014
Teradyne February 2011 - September 2013
Panera Bread June 2010 - July 2010
Lehman Brothers January 2005 - January 2009
Skills
Strategic Planning, Six Sigma, Microsoft Excel, Microsoft Office, Microsoft Word, Cross-functional Team..., Financial Analysis, Management, Business Analysis, Market Research, Business Strategy, Process Improvement, Supply Chain Management, Operations Management
Education
Boston University Questrom School of Business 2009 — 2011
MBA, Supply Chain Management
Northeastern University 2001 — 2005
BS in Business Administration, Marketing, International Business
Maria Baum's Lehman Brothers Experience 2002 - 2004
Job CEO at Tracy Anderson Mind & Body LLC
Industry Financial Services
Experience
Tracy Anderson Method December 2014 - Present
The Breast Cancer Research Foundation December 2014 - Present
Bay Partners 2004 - December 2014
Proxima Alfa Investments 2008 - 2009
Lehman Brothers 2002 - 2004
Commerzbank AG 2000 - 2002
NWI Management 1999 - 2000
Bankers Trust Co. 1994 - 1999
Skills
Equity Derivatives, Equities, Portfolio Management, Hedge Funds, Global Macro, Structured Products, Alternative Investments, Options, Equity Trading, Capital Markets, Fixed Income, Derivatives, Electronic Trading, Proprietary Trading, Emerging Markets, Entrepreneurship, Management
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance and Entrepreneurial Management
Boston University Questrom School of Business 1985 — 1989
BSBA, Finance & International Management
Tracy Anderson Method December 2014 - Present
The Breast Cancer Research Foundation December 2014 - Present
Bay Partners 2004 - December 2014
Proxima Alfa Investments 2008 - 2009
Lehman Brothers 2002 - 2004
Commerzbank AG 2000 - 2002
NWI Management 1999 - 2000
Bankers Trust Co. 1994 - 1999
Skills
Equity Derivatives, Equities, Portfolio Management, Hedge Funds, Global Macro, Structured Products, Alternative Investments, Options, Equity Trading, Capital Markets, Fixed Income, Derivatives, Electronic Trading, Proprietary Trading, Emerging Markets, Entrepreneurship, Management
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance and Entrepreneurial Management
Boston University Questrom School of Business 1985 — 1989
BSBA, Finance & International Management
andrew caplan's Lehman Brothers Experience 2003 - 2005
Job Partner at Bayon Advisors LLC
Industry Banking
Experience
Bayon Advisors LLC January 2013 - Present
Barclays Capital Asia June 2011 - December 2012
Lehman Brothers 2003 - 2005
Morgan Stanley 2000 - 2003
Skills
Equities, Alternative Investments, Derivatives, Options, Swaps, Trading, Equity Derivatives, Hedge Funds, Capital Markets, Structured Products, Fixed Income, Bloomberg, Electronic Trading, FX Options
Education
St Luke's School 1994 — 1996
Bowdoin College
Bayon Advisors LLC January 2013 - Present
Barclays Capital Asia June 2011 - December 2012
Lehman Brothers 2003 - 2005
Morgan Stanley 2000 - 2003
Skills
Equities, Alternative Investments, Derivatives, Options, Swaps, Trading, Equity Derivatives, Hedge Funds, Capital Markets, Structured Products, Fixed Income, Bloomberg, Electronic Trading, FX Options
Education
St Luke's School 1994 — 1996
Bowdoin College
Rahul Pande, CFA's Lehman Brothers Experience 2005 - 2007
Job Head Esoteric ABS at Tilden Park Capital Management
Industry Financial Services
Experience
Tilden Park Capital Management 2014 - Present
One William Street Capital 2008 - 2013
Deutsche Bank Securities 2007 - 2008
Lehman Brothers 2005 - 2007
Appian Corporation 2001 - 2003
Skills
Securitization, ABS, Bonds, Financial Structuring, CDO, CLO, Fixed Income, Financial Modeling, Credit Derivatives, Hedge Funds, Capital Markets, Derivatives, Bloomberg, Structured Products, Trading, Alternative Investments
Education
Stanford University 2003 — 2005
MS, Computer Science
Brandeis University 1997 — 2001
BA, Computer Science (Honors) and Math
Tilden Park Capital Management 2014 - Present
One William Street Capital 2008 - 2013
Deutsche Bank Securities 2007 - 2008
Lehman Brothers 2005 - 2007
Appian Corporation 2001 - 2003
Skills
Securitization, ABS, Bonds, Financial Structuring, CDO, CLO, Fixed Income, Financial Modeling, Credit Derivatives, Hedge Funds, Capital Markets, Derivatives, Bloomberg, Structured Products, Trading, Alternative Investments
Education
Stanford University 2003 — 2005
MS, Computer Science
Brandeis University 1997 — 2001
BA, Computer Science (Honors) and Math
Tasha Pelio's Lehman Brothers Experience August 2004 - September 2007
Job Media Relations at J.P. Morgan
Industry Banking
Experience
J.P. Morgan October 2007 - Present
Lehman Brothers August 2004 - September 2007
Skills
Media Relations, Marketing Communications, Public Relations, Corporate Communications
Education
Boston University 1996 — 2000
J.P. Morgan October 2007 - Present
Lehman Brothers August 2004 - September 2007
Skills
Media Relations, Marketing Communications, Public Relations, Corporate Communications
Education
Boston University 1996 — 2000
Michael Bastock's Lehman Brothers Experience January 1996 - January 1998
Job HR Director Regional HR Business Partner for Functions North America
Industry Financial Services
Experience
BNP Paribas March 2004 - Present
ING Barings / ABN AMRO January 1998 - January 2002
Lehman Brothers January 1996 - January 1998
SBC Warburg January 1993 - January 1995
Barclays January 1987 - January 1989
Skills
Talent Management, Performance Management, Succession Planning, Change Management, Employee Engagement, Deferred Compensation, Talent Acquisition, Employee Relations, Investment Banking, HR Policies, Onboarding, HR Transformation, HRIS, Organizational Design, Organizational..., Employee Benefits, Human Resources, Personnel Management, Recruiting, Performance Appraisal, Training, Strategy, Interviews
Education
Bournemouth University
Bachelor of Arts (B.A.), Business Studies
BNP Paribas March 2004 - Present
ING Barings / ABN AMRO January 1998 - January 2002
Lehman Brothers January 1996 - January 1998
SBC Warburg January 1993 - January 1995
Barclays January 1987 - January 1989
Skills
Talent Management, Performance Management, Succession Planning, Change Management, Employee Engagement, Deferred Compensation, Talent Acquisition, Employee Relations, Investment Banking, HR Policies, Onboarding, HR Transformation, HRIS, Organizational Design, Organizational..., Employee Benefits, Human Resources, Personnel Management, Recruiting, Performance Appraisal, Training, Strategy, Interviews
Education
Bournemouth University
Bachelor of Arts (B.A.), Business Studies
Curtis Magleby's Lehman Brothers Experience April 1998 - April 2005
Job Managing Director at Citizens Bank
Industry Financial Services
Experience
Citizens Bank March 2015 - Present
Gaming and Leisure Properties Inc March 2014 - June 2014
Cushman & Wakefield May 2011 - March 2014
Wachovia, A Wells Fargo Company April 2005 - July 2009
Lehman Brothers April 1998 - April 2005
Skills
Investment Banking, Real Estate, Capital Markets, Debt, Mergers, Equities, Corporate Finance, Real Estate Investment, Leveraged Finance, Fixed Income, Executive Management, New Business Development, Business Strategy, Mergers & Acquisitions, Portfolio Management, Valuation, Financial Modeling, Investments, Asset Management
Education
Brigham Young University 1987 — 1992
BS, Statistics
Citizens Bank March 2015 - Present
Gaming and Leisure Properties Inc March 2014 - June 2014
Cushman & Wakefield May 2011 - March 2014
Wachovia, A Wells Fargo Company April 2005 - July 2009
Lehman Brothers April 1998 - April 2005
Skills
Investment Banking, Real Estate, Capital Markets, Debt, Mergers, Equities, Corporate Finance, Real Estate Investment, Leveraged Finance, Fixed Income, Executive Management, New Business Development, Business Strategy, Mergers & Acquisitions, Portfolio Management, Valuation, Financial Modeling, Investments, Asset Management
Education
Brigham Young University 1987 — 1992
BS, Statistics
Allie Goldstein's Lehman Brothers Experience September 1992 - July 1994
Job
Industry
Experience
Merrill Lynch July 1994 - May 1999
Lehman Brothers September 1992 - July 1994
Skills
Customer Service, Microsoft Office, PowerPoint, Photoshop, Advertising, Outlook, Strategic Planning, Public Relations, Marketing Strategy
Education
Boston University Questrom School of Business 1988 — 1992
BSBA with a concentration in Finance
Merrill Lynch July 1994 - May 1999
Lehman Brothers September 1992 - July 1994
Skills
Customer Service, Microsoft Office, PowerPoint, Photoshop, Advertising, Outlook, Strategic Planning, Public Relations, Marketing Strategy
Education
Boston University Questrom School of Business 1988 — 1992
BSBA with a concentration in Finance
Sue Aakre's Lehman Brothers Experience May 2001 - August 2007
Job Service Asset and Configuration Management at The Walt Disney Company
Industry Information Technology and Services
Experience
The Walt Disney Company November 2012 - Present
The Walt Disney Company February 2008 - November 2012
Lehman Brothers May 2001 - August 2007
Skills
Microsoft Excel, Microsoft Word, English, Research, Windows, Outlook, ITIL, SQL, Change Management, Business Intelligence, IT Service Management
Education
California State University-Long Beach 1995 — 2001
Bachelor of Arts (B.A.), Chemistry; History
Boston University 1994 — 1995
The Walt Disney Company November 2012 - Present
The Walt Disney Company February 2008 - November 2012
Lehman Brothers May 2001 - August 2007
Skills
Microsoft Excel, Microsoft Word, English, Research, Windows, Outlook, ITIL, SQL, Change Management, Business Intelligence, IT Service Management
Education
California State University-Long Beach 1995 — 2001
Bachelor of Arts (B.A.), Chemistry; History
Boston University 1994 — 1995
William Meyers's Lehman Brothers Experience June 2000 - September 2008
Job Managing Director COO Global Equity Research at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital October 2012 - Present
Barclays Capital September 2008 - October 2012
Lehman Brothers June 2000 - September 2008
Robertson Stephens November 1997 - June 2000
Skills
Management
Education
NYU Stern School of Business 1990 — 1992
MS / MBA
Brandeis University 1985 — 1989
Bachelor's degree
Barclays Capital October 2012 - Present
Barclays Capital September 2008 - October 2012
Lehman Brothers June 2000 - September 2008
Robertson Stephens November 1997 - June 2000
Skills
Management
Education
NYU Stern School of Business 1990 — 1992
MS / MBA
Brandeis University 1985 — 1989
Bachelor's degree
Yona Serota's Lehman Brothers Experience July 1987 - July 1989
Job No title
Industry Executive Office
Experience
Self-employed May 1994 - Present
Banco Santader November 1989 - April 1994
Lehman Brothers July 1987 - July 1989
Skills
Spanish, Financial Modeling, Investment Banking, Due Diligence, Investments, Corporate Finance, Finance
Education
Massachusetts Institute of Technology 1984 — 1987
Master of Science, MS, Political Economy
Brandeis University 1980 — 1984
Bachelor's degree, Economics/Art History
Self-employed May 1994 - Present
Banco Santader November 1989 - April 1994
Lehman Brothers July 1987 - July 1989
Skills
Spanish, Financial Modeling, Investment Banking, Due Diligence, Investments, Corporate Finance, Finance
Education
Massachusetts Institute of Technology 1984 — 1987
Master of Science, MS, Political Economy
Brandeis University 1980 — 1984
Bachelor's degree, Economics/Art History
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS