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
Otaiwan (Tai) Day Otaiwan (Tai) Day's Lehman Brothers Experience April 2007 - October 2007
Job Sr Learning Consultant at Kaiser Permanente
Industry Human Resources
Experience
Kaiser Permanente December 2014 - Present
Kaiser Permanente March 2008 - December 2014
Sephrion for Kaiser Permanente November 2007 - March 2008
Lehman Brothers April 2007 - October 2007
Fremont Investment and Loan September 2003 - April 2007
Callixa Software (ExecuStaff) January 2001 - August 2002
Informix Software January 1998 - December 2000
Illustra June 1995 - June 1998
Oacis Healthcare Systems 1998 - 1998
Skills
Organization, Underwriting, Software Documentation, PeopleSoft, Project Management, SDLC, Mortgage Lending, Performance Improvement, Business Analysis, Vendor Management, Process Improvement, Team Leadership, Change Management, Visio, Business Process..., Training, Business Process, Technical Writing, Leadership, Strategy, Leadership Development, Needs Analysis, Program Management, Integration, Access, Requirements Gathering, Data Analysis, Organizational..., Performance Management, Onboarding, Organizational..., Cross-functional Team..., Project Portfolio..., Team Building, Requirements Analysis, Management, Consulting, Analysis, Captivate, Quality Assurance, ADDIE, Workshop Facilitation, Instructional Design, Learning Management..., Learning Management, Instructor-led Training, SharePoint
Education
Purdue University 2015 — 2016
Master of Science in Education
California College of the Arts 1984 — 1987
BFA
Kaiser Permanente December 2014 - Present
Kaiser Permanente March 2008 - December 2014
Sephrion for Kaiser Permanente November 2007 - March 2008
Lehman Brothers April 2007 - October 2007
Fremont Investment and Loan September 2003 - April 2007
Callixa Software (ExecuStaff) January 2001 - August 2002
Informix Software January 1998 - December 2000
Illustra June 1995 - June 1998
Oacis Healthcare Systems 1998 - 1998
Skills
Organization, Underwriting, Software Documentation, PeopleSoft, Project Management, SDLC, Mortgage Lending, Performance Improvement, Business Analysis, Vendor Management, Process Improvement, Team Leadership, Change Management, Visio, Business Process..., Training, Business Process, Technical Writing, Leadership, Strategy, Leadership Development, Needs Analysis, Program Management, Integration, Access, Requirements Gathering, Data Analysis, Organizational..., Performance Management, Onboarding, Organizational..., Cross-functional Team..., Project Portfolio..., Team Building, Requirements Analysis, Management, Consulting, Analysis, Captivate, Quality Assurance, ADDIE, Workshop Facilitation, Instructional Design, Learning Management..., Learning Management, Instructor-led Training, SharePoint
Education
Purdue University 2015 — 2016
Master of Science in Education
California College of the Arts 1984 — 1987
BFA
Jeff Gradinger Jeff Gradinger's Lehman Brothers Experience 1993 - 1994
Job Affordable Housing
Industry Real Estate
Experience
The John Stewart Company 2010 - 2014
Planet Forward Consulting 2009 - 2010
DR Horton 2005 - 2008
Ryland Homes 2003 - 2004
Diamond Capital Partners 1999 - 2002
Roundhill Securities 1995 - 1998
Lehman Brothers 1993 - 1994
Miss Pearl's Jam House 1988 - 1992
Skills
Investment Properties, Land Acquisition, New Homes, Affordable Housing, Mixed-use, Real Estate Economics, Residential Homes, Construction, Entitlements, Due Diligence, Contract Negotiation, Apartments, Commercial Real Estate, Real Estate, Property, Asset Management, Management, Single Family Homes, Condos, Customer Service, Negotiation, Disposition, Leases, Real Estate Development, Property Management, Project Management, Budgets
Education
Brown University 1979 — 1983
BA, Political Science / Foreign Policy
The John Stewart Company 2010 - 2014
Planet Forward Consulting 2009 - 2010
DR Horton 2005 - 2008
Ryland Homes 2003 - 2004
Diamond Capital Partners 1999 - 2002
Roundhill Securities 1995 - 1998
Lehman Brothers 1993 - 1994
Miss Pearl's Jam House 1988 - 1992
Skills
Investment Properties, Land Acquisition, New Homes, Affordable Housing, Mixed-use, Real Estate Economics, Residential Homes, Construction, Entitlements, Due Diligence, Contract Negotiation, Apartments, Commercial Real Estate, Real Estate, Property, Asset Management, Management, Single Family Homes, Condos, Customer Service, Negotiation, Disposition, Leases, Real Estate Development, Property Management, Project Management, Budgets
Education
Brown University 1979 — 1983
BA, Political Science / Foreign Policy
Diane Lebowitz Diane Lebowitz's Lehman Brothers Experience September 1990 - September 1993
Job Bond Analytics, Reverse Engineering IV Corporate Trust at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2013 - Present
Vichara Technologies May 2012 - November 2013
Markit May 2010 - July 2011
Bloomberg L.P. March 1998 - April 2010
DLJ September 1996 - January 1998
Bear Stearns October 1993 - September 1996
Lehman Brothers September 1990 - September 1993
Skills
Structured Finance, Securitization, Intex Dealmaker, Intex Desktop, Intex CDI, Bloomberg, MBS, ABS, Bonds, Financial Modeling, Fixed Income, Residential Mortgages, Financial Structuring, Structured Products, Investment Banking, VBA, Capital Markets, Analytics, SQL, Finance, Derivatives, Trading, Financial Markets, Product Development, Cash Flow, Product Management, Credit Derivatives, Analysis, Credit Analysis, Market Risk, Banking, Modeling, Reverse Engineering, RMBS, Predictive Analytics, Deal Structuring, Closing Deals, Microsoft Office, Excel, PowerPoint
Education
Massachusetts Institute of Technology 1977 — 1981
B.S., Mathematics
Brown University 1981 — 1986
M.A., Mathematics
Wells Fargo December 2013 - Present
Vichara Technologies May 2012 - November 2013
Markit May 2010 - July 2011
Bloomberg L.P. March 1998 - April 2010
DLJ September 1996 - January 1998
Bear Stearns October 1993 - September 1996
Lehman Brothers September 1990 - September 1993
Skills
Structured Finance, Securitization, Intex Dealmaker, Intex Desktop, Intex CDI, Bloomberg, MBS, ABS, Bonds, Financial Modeling, Fixed Income, Residential Mortgages, Financial Structuring, Structured Products, Investment Banking, VBA, Capital Markets, Analytics, SQL, Finance, Derivatives, Trading, Financial Markets, Product Development, Cash Flow, Product Management, Credit Derivatives, Analysis, Credit Analysis, Market Risk, Banking, Modeling, Reverse Engineering, RMBS, Predictive Analytics, Deal Structuring, Closing Deals, Microsoft Office, Excel, PowerPoint
Education
Massachusetts Institute of Technology 1977 — 1981
B.S., Mathematics
Brown University 1981 — 1986
M.A., Mathematics
Nakia P. Thomas's Lehman Brothers Experience May 2003 - August 2003
Job InHouse Corporate Counsel at BristolMyers Squibb Company (via Axiom); Founding Editor at StyleChile Media
Industry Legal Services
Experience
Axiom May 2013 - Present
StyleChile Media October 2006 - Present
The Vanguard Group, Inc. August 2009 - December 2012
Dewey & LeBoeuf LLP/Dewey Ballantine LLP March 2007 - June 2009
Reed Smith LLP September 2005 - March 2007
Reed Smith LLP June 2004 - August 2004
Lehman Brothers May 2003 - August 2003
Skadden Arps June 2000 - July 2002
Skills
Corporate Law, Corporate Governance, Securities, Contract Negotiation, Private Equity, Mergers, Securities Regulation, Fashion Law, Mergers & Acquisitions, Communication, Fashion & Beauty..., Writing & Editing, Licensing, Litigation, Legal Research, Intellectual Property, Project Finance, Financial Services, Bankruptcy, Negotiation, Banking, Commercial Litigation, Due Diligence, Employment Law, Joint Ventures, Legal Advice, Privacy Law, Legal Writing
Education
University of Pennsylvania Law School 2002 — 2005
J.D., Law
University of Pennsylvania - The Wharton School 2002 — 2005
Certificate, Business and Public Policy
Brown University 1996 — 2000
B.A. with Honors
Axiom May 2013 - Present
StyleChile Media October 2006 - Present
The Vanguard Group, Inc. August 2009 - December 2012
Dewey & LeBoeuf LLP/Dewey Ballantine LLP March 2007 - June 2009
Reed Smith LLP September 2005 - March 2007
Reed Smith LLP June 2004 - August 2004
Lehman Brothers May 2003 - August 2003
Skadden Arps June 2000 - July 2002
Skills
Corporate Law, Corporate Governance, Securities, Contract Negotiation, Private Equity, Mergers, Securities Regulation, Fashion Law, Mergers & Acquisitions, Communication, Fashion & Beauty..., Writing & Editing, Licensing, Litigation, Legal Research, Intellectual Property, Project Finance, Financial Services, Bankruptcy, Negotiation, Banking, Commercial Litigation, Due Diligence, Employment Law, Joint Ventures, Legal Advice, Privacy Law, Legal Writing
Education
University of Pennsylvania Law School 2002 — 2005
J.D., Law
University of Pennsylvania - The Wharton School 2002 — 2005
Certificate, Business and Public Policy
Brown University 1996 — 2000
B.A. with Honors
Richard Coffin Richard Coffin's Lehman Brothers Experience August 1996 - September 2008
Job Director of Marketing at SALI Fund Services
Industry Financial Services
Experience
SALI Fund Services February 2015 - Present
RCFCS, LLC 2013 - January 2015
Barclays Capital February 2012 - May 2013
Barclays October 2008 - January 2012
Lehman Brothers August 1996 - September 2008
Hess Corporation June 1988 - July 1996
WR Grace April 1983 - August 1986
Skills
Fixed Income, Capital Markets, Hedge Funds, Derivatives, Equities, Equity Derivatives, Investment Banking, Prime Brokerage, Structured Products, Trading Systems, Credit Derivatives, Options
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance
Bucknell University 1978 — 1982
B.S., Chemical Engineering
Winston Churchill HS
SALI Fund Services February 2015 - Present
RCFCS, LLC 2013 - January 2015
Barclays Capital February 2012 - May 2013
Barclays October 2008 - January 2012
Lehman Brothers August 1996 - September 2008
Hess Corporation June 1988 - July 1996
WR Grace April 1983 - August 1986
Skills
Fixed Income, Capital Markets, Hedge Funds, Derivatives, Equities, Equity Derivatives, Investment Banking, Prime Brokerage, Structured Products, Trading Systems, Credit Derivatives, Options
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance
Bucknell University 1978 — 1982
B.S., Chemical Engineering
Winston Churchill HS
Shaun Finnerty Shaun Finnerty's Lehman Brothers Experience 2000 - 2006
Job Vice President at INTL FCStone Inc.
Industry Financial Services
Experience
INTL FCStone Inc. 2010 - Present
Jefferies LLC 2006 - 2009
Lehman Brothers 2000 - 2006
Skills
Equities, Trading, Capital Markets, Asset Management, Investments, Portfolio Management, Alternative Investments, Bloomberg, Series 7, Financial Modeling
Education
Bucknell University 1995 — 1999
BSBA, Business Administration and Management, General
Delbarton School 1992 — 1995
High School
INTL FCStone Inc. 2010 - Present
Jefferies LLC 2006 - 2009
Lehman Brothers 2000 - 2006
Skills
Equities, Trading, Capital Markets, Asset Management, Investments, Portfolio Management, Alternative Investments, Bloomberg, Series 7, Financial Modeling
Education
Bucknell University 1995 — 1999
BSBA, Business Administration and Management, General
Delbarton School 1992 — 1995
High School
Adam Smalley's Lehman Brothers Experience June 1998 - July 2003
Job Senior Portfolio Manager Fixed Income
Industry Financial Services
Experience
Stanton Asset Management Inc. August 2013 - Present
Metronome Fund April 2013 - Present
Palos Management Inc. July 2008 - August 2013
Par-Four Investment Management August 2003 - July 2008
Lehman Brothers June 1998 - July 2003
Arthur Andersen September 1994 - August 1997
Skills
Capital Markets, Fixed Income, Hedge Funds, Equities, Investment Banking, Alternative Investments, Private Equity, Valuation, Financial Modeling, Leveraged Finance, Derivatives, Corporate Finance, Asset Managment, Investments, Portfolio Management, Asset Management, Trading, Venture Capital, Securities, Investment Strategies, Credit
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
Bucknell University 1990 — 1994
BS, Accounting
Stanton Asset Management Inc. August 2013 - Present
Metronome Fund April 2013 - Present
Palos Management Inc. July 2008 - August 2013
Par-Four Investment Management August 2003 - July 2008
Lehman Brothers June 1998 - July 2003
Arthur Andersen September 1994 - August 1997
Skills
Capital Markets, Fixed Income, Hedge Funds, Equities, Investment Banking, Alternative Investments, Private Equity, Valuation, Financial Modeling, Leveraged Finance, Derivatives, Corporate Finance, Asset Managment, Investments, Portfolio Management, Asset Management, Trading, Venture Capital, Securities, Investment Strategies, Credit
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
Bucknell University 1990 — 1994
BS, Accounting
Ilya Sobolev Ilya Sobolev's Lehman Brothers Experience October 2005 - September 2007
Job Fixed Income Sales Assistant at Barclays Investment Bank
Industry Financial Services
Experience
Barclays April 2013 - Present
EDMAR Holdings LLC (OM FUSION LLC) October 2007 - March 2013
Lehman Brothers October 2005 - September 2007
Lehman Brothers January 2004 - October 2005
IKON Office Solutions September 2002 - November 2003
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Windows, Outlook, Budgets, Strategic Planning, Negotiation, Fixed Income, Emerging Markets, High Yield
Education
State University of New York at Oswego 1999 — 2002
Bachelor of Science (BS), Business Administration and Management, General, 3.4
Bryant and Stratton College 1998 — 1999
Business Administration and Management, General, 3.7
Barclays April 2013 - Present
EDMAR Holdings LLC (OM FUSION LLC) October 2007 - March 2013
Lehman Brothers October 2005 - September 2007
Lehman Brothers January 2004 - October 2005
IKON Office Solutions September 2002 - November 2003
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Windows, Outlook, Budgets, Strategic Planning, Negotiation, Fixed Income, Emerging Markets, High Yield
Education
State University of New York at Oswego 1999 — 2002
Bachelor of Science (BS), Business Administration and Management, General, 3.4
Bryant and Stratton College 1998 — 1999
Business Administration and Management, General, 3.7
Dmitriy Dima Kumets Dmitriy Dima Kumets's Lehman Brothers Experience June 2002 - 2002
Job
Industry Internet
Experience
OpenDNS March 2014 - Present
OpenDNS November 2008 - February 2014
BitTorrent Inc November 2006 - November 2008
LECG November 2005 - November 2006
Nexxo Financial Corporation 2004 - 2005
Accenture 2003 - 2004
Lehman Brothers June 2002 - 2002
Smith Barney December 2001 - 2002
Circle.com August 2000 - February 2001
Skills
Product Management, Certified Scrum Master..., Database Analysis, Agile Methodologies, User Experience, Scrum, Web Development, Analysis, Kanban, Analytics, Cloud Computing, SaaS, Start-ups, Software Development, E-commerce, Scalability, Agile Project Management, Enterprise Software, Databases, Data Analysis, Strategy, Integration, Linux, MySQL, Big Data, Web Applications, Mobile Devices
Education
University of San Francisco 2001 — 2003
BS, Finance
California Polytechnic State University-San Luis Obispo 1997 — 1999
Computer Engineering
OpenDNS March 2014 - Present
OpenDNS November 2008 - February 2014
BitTorrent Inc November 2006 - November 2008
LECG November 2005 - November 2006
Nexxo Financial Corporation 2004 - 2005
Accenture 2003 - 2004
Lehman Brothers June 2002 - 2002
Smith Barney December 2001 - 2002
Circle.com August 2000 - February 2001
Skills
Product Management, Certified Scrum Master..., Database Analysis, Agile Methodologies, User Experience, Scrum, Web Development, Analysis, Kanban, Analytics, Cloud Computing, SaaS, Start-ups, Software Development, E-commerce, Scalability, Agile Project Management, Enterprise Software, Databases, Data Analysis, Strategy, Integration, Linux, MySQL, Big Data, Web Applications, Mobile Devices
Education
University of San Francisco 2001 — 2003
BS, Finance
California Polytechnic State University-San Luis Obispo 1997 — 1999
Computer Engineering
Michael Goletz's Lehman Brothers Experience July 2000 - July 2003
Job Corporate Finance at GE Capital
Industry Financial Services
Experience
GE Capital July 2014 - Present
PNC Financial Services Group May 2008 - July 2014
National City Bank August 2006 - May 2008
National City Bank June 2005 - August 2006
Lehman Brothers July 2000 - July 2003
Education
Indiana University 2003 — 2005
MBA, Finance
Butler University 1996 — 2000
BS, Chemistry
GE Capital July 2014 - Present
PNC Financial Services Group May 2008 - July 2014
National City Bank August 2006 - May 2008
National City Bank June 2005 - August 2006
Lehman Brothers July 2000 - July 2003
Education
Indiana University 2003 — 2005
MBA, Finance
Butler University 1996 — 2000
BS, Chemistry
David Myers David Myers's Lehman Brothers Experience 2008 - 2008
Job Partner & Director of Business Development at Academy Securities
Industry Financial Services
Experience
Academy Securities October 2014 - Present
J.P. Morgan January 2012 - January 2015
Sanford C. Bernstein January 2009 - August 2012
Lehman Brothers 2008 - 2008
United States Marine Corps January 2001 - January 2005
Skills
Leadership, Analysis, Management, Asset Management, Training, Hedge Funds, Military, Investment Banking, Equity Research, Security, Derivatives, Operational Planning, Alternative Investments, Series 7, Risk Management, Private Equity, Equities, Valuation, Program Management, Securities
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Management
University of Cape Town Graduate School of Business 2008 — 2008
MBA, NYU Study Abroad program
Peking University 2008 — 2008
MBA, NYU Study Abroad program, Doing Business in China
Bucknell University 1997 — 2001
Bachelor of Arts, Political Science
Academy Securities October 2014 - Present
J.P. Morgan January 2012 - January 2015
Sanford C. Bernstein January 2009 - August 2012
Lehman Brothers 2008 - 2008
United States Marine Corps January 2001 - January 2005
Skills
Leadership, Analysis, Management, Asset Management, Training, Hedge Funds, Military, Investment Banking, Equity Research, Security, Derivatives, Operational Planning, Alternative Investments, Series 7, Risk Management, Private Equity, Equities, Valuation, Program Management, Securities
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Management
University of Cape Town Graduate School of Business 2008 — 2008
MBA, NYU Study Abroad program
Peking University 2008 — 2008
MBA, NYU Study Abroad program, Doing Business in China
Bucknell University 1997 — 2001
Bachelor of Arts, Political Science
Shannon Sharp Shannon Sharp's Lehman Brothers Experience August 1999 - September 2008
Job Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2012 - Present
Barclays September 2008 - June 2012
Lehman Brothers August 1999 - September 2008
NYC Dept. of Housing Preservation and Development July 1995 - August 1997
City of New York September 1994 - July 1995
Skills
Derivatives, Financial Modeling, Valuation, Structured Products, Social Media, Fixed Income, Investment Banking, Portfolio Management, Hedge Funds, Asset Management
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.), Finance
Brown University
Bachelor's Degree, Public Policy, Honors
Wells Fargo Securities June 2012 - Present
Barclays September 2008 - June 2012
Lehman Brothers August 1999 - September 2008
NYC Dept. of Housing Preservation and Development July 1995 - August 1997
City of New York September 1994 - July 1995
Skills
Derivatives, Financial Modeling, Valuation, Structured Products, Social Media, Fixed Income, Investment Banking, Portfolio Management, Hedge Funds, Asset Management
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.), Finance
Brown University
Bachelor's Degree, Public Policy, Honors
David Goldfader David Goldfader's Lehman Brothers Experience 1992 - 1998
Job Managing Member, DMG Capital, LLC
Industry Investment Management
Experience
DMG Capital, LLC, Registered Investment Advisor 2004 - Present
For The Kids Foundation of East Islip 2003 - Present
Fidelity Investments 1998 - 2003
Lehman Brothers 1992 - 1998
Millennium Partners 1989 - 1992
Morgan Stanley 1984 - 1989
KMG Main Hurdman, Certified Public Accountants 1982 - 1984
Skills
Investment Advisory, Portfolio Management, Value Investing, Risk Management, Market Risk, Wealth Management, Investments, Investment Strategies, High Net Worth..., Portfolio Assessment, Market Opportunities, Professional Experience, Technical Analysis, Trading Strategies, Trend Analysis, Equity Trading, Securities
Education
Bucknell University 1978 — 1982
BSBA, Accounting/Finance
DMG Capital, LLC, Registered Investment Advisor 2004 - Present
For The Kids Foundation of East Islip 2003 - Present
Fidelity Investments 1998 - 2003
Lehman Brothers 1992 - 1998
Millennium Partners 1989 - 1992
Morgan Stanley 1984 - 1989
KMG Main Hurdman, Certified Public Accountants 1982 - 1984
Skills
Investment Advisory, Portfolio Management, Value Investing, Risk Management, Market Risk, Wealth Management, Investments, Investment Strategies, High Net Worth..., Portfolio Assessment, Market Opportunities, Professional Experience, Technical Analysis, Trading Strategies, Trend Analysis, Equity Trading, Securities
Education
Bucknell University 1978 — 1982
BSBA, Accounting/Finance
David Aaron David Aaron's Lehman Brothers Experience June 2006 - March 2009
Job CoCEO and Chief Investment Officer at EMM
Industry Financial Services
Experience
EMM March 2009 - Present
Lehman Brothers June 2006 - March 2009
Neuberger Berman 2006 - 2009
Bluehaven Services 2004 - 2006
Derivatech 1996 - 2004
Bankers Trust 1987 - 1995
Skills
Investment Advisory, Wealth Management, Portfolio Management, Asset Allocation, Risk Management, Impact Investing, Due Diligence, Hedge Funds, Derivatives, Investments, Alternative Investments, Trading, Investment Strategies, Asset Managment, FX, Asset Management, Capital Markets, Financial Markets, Global Macro, Hedging, Currency, Options, FX trading, Trading Systems
Education
Brown University 1982 — 1986
BA, International Relations
EMM March 2009 - Present
Lehman Brothers June 2006 - March 2009
Neuberger Berman 2006 - 2009
Bluehaven Services 2004 - 2006
Derivatech 1996 - 2004
Bankers Trust 1987 - 1995
Skills
Investment Advisory, Wealth Management, Portfolio Management, Asset Allocation, Risk Management, Impact Investing, Due Diligence, Hedge Funds, Derivatives, Investments, Alternative Investments, Trading, Investment Strategies, Asset Managment, FX, Asset Management, Capital Markets, Financial Markets, Global Macro, Hedging, Currency, Options, FX trading, Trading Systems
Education
Brown University 1982 — 1986
BA, International Relations
Francesca Moum Francesca Moum's Lehman Brothers Experience 2002 - 2008
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase 2013 - Present
Barclays 2008 - 2012
Lehman Brothers 2002 - 2008
Lehman Brothers 1995 - 2002
Lehman Brothers 1992 - 1995
Skills
Strategic Planning, Expense Management, Recruiting, Training & Development, Leading Change, Corporate Communications, Human Capital Management, Operations Management, Client Experience, Business Integration, Organizational Design, Business Control, Compliance, Fiscal Oversight, Revenue Growth, Market Expansion, Wealth Management, Business Strategy, Business Process..., Series 9/10, Series 7, FINRA, Product & Sales Support, Financial Analysis, Financial Risk, Portfolio Management, Business Development, Employee Engagement, Securities, Employee Training, Equities, Customer Experience, Hedge Funds, Asset Management, Capital Markets, Fixed Income
Education
Bucknell University
B.A., Political Science, Economics
JPMorgan Chase 2013 - Present
Barclays 2008 - 2012
Lehman Brothers 2002 - 2008
Lehman Brothers 1995 - 2002
Lehman Brothers 1992 - 1995
Skills
Strategic Planning, Expense Management, Recruiting, Training & Development, Leading Change, Corporate Communications, Human Capital Management, Operations Management, Client Experience, Business Integration, Organizational Design, Business Control, Compliance, Fiscal Oversight, Revenue Growth, Market Expansion, Wealth Management, Business Strategy, Business Process..., Series 9/10, Series 7, FINRA, Product & Sales Support, Financial Analysis, Financial Risk, Portfolio Management, Business Development, Employee Engagement, Securities, Employee Training, Equities, Customer Experience, Hedge Funds, Asset Management, Capital Markets, Fixed Income
Education
Bucknell University
B.A., Political Science, Economics
Chongsi Bi's Lehman Brothers Experience May 2008 - July 2008
Job Investment Analyst
Industry Venture Capital & Private Equity
Experience
The World Bank Group - IFC Asset Management Company August 2013 - Present
J.P. Morgan June 2009 - August 2013
Lehman Brothers May 2008 - July 2008
U.S. Department of Commerce June 2007 - August 2007
Education
Brown University 2006 — 2009
Bachelor of Arts (BA), International Relations, Economics
The World Bank Group - IFC Asset Management Company August 2013 - Present
J.P. Morgan June 2009 - August 2013
Lehman Brothers May 2008 - July 2008
U.S. Department of Commerce June 2007 - August 2007
Education
Brown University 2006 — 2009
Bachelor of Arts (BA), International Relations, Economics
Carl Weatherley-White, CFA Carl Weatherley-White, CFA's Lehman Brothers Experience December 2005 - September 2008
Job President at Lightbeam Electric Company
Industry Renewables & Environment
Experience
Lightbeam Electric Company December 2013 - Present
K Road Power January 2012 - December 2013
Barclays September 2008 - December 2011
Lehman Brothers December 2005 - September 2008
Credit Suisse March 1990 - December 2005
Drexel Burnham Lambert June 1988 - February 1990
Skills
Financial Modeling, Financial Analysis, Mergers & Acquisitions, Financial Reporting, Managerial Finance, Due Diligence, Corporate Finance, Forecasting, Accounting, Finance, Business Strategy, Project Finance, Budgets, Internal Controls, Business Planning, Strategic Financial..., Risk Management, Private Equity, Start-ups, Strategy
Education
University of Cape Town 1986 — 1987
Graduate Fellowship, Economics and Political Science
Brown University 1982 — 1986
Bachelor of Science (BS), Neuroscience
St. Paul's School 1978 — 1981
Lightbeam Electric Company December 2013 - Present
K Road Power January 2012 - December 2013
Barclays September 2008 - December 2011
Lehman Brothers December 2005 - September 2008
Credit Suisse March 1990 - December 2005
Drexel Burnham Lambert June 1988 - February 1990
Skills
Financial Modeling, Financial Analysis, Mergers & Acquisitions, Financial Reporting, Managerial Finance, Due Diligence, Corporate Finance, Forecasting, Accounting, Finance, Business Strategy, Project Finance, Budgets, Internal Controls, Business Planning, Strategic Financial..., Risk Management, Private Equity, Start-ups, Strategy
Education
University of Cape Town 1986 — 1987
Graduate Fellowship, Economics and Political Science
Brown University 1982 — 1986
Bachelor of Science (BS), Neuroscience
St. Paul's School 1978 — 1981
Paul Staffaroni, Jr. CFP®, CLU® Paul Staffaroni, Jr. CFP®, CLU®'s Lehman Brothers Experience June 2008 - August 2008
Job Financial Advisor at Foundations Financial Partners
Industry Financial Services
Experience
Foundations Financial Partners August 2012 - Present
Credit Suisse August 2008 - May 2012
Lehman Brothers June 2008 - August 2008
RBC Wealth Management June 2007 - August 2007
ABC News June 2006 - August 2006
Skills
Certified Financial..., Retirement Income..., Retirement Planning, Investment Management, Estate Planning, Strategic Financial..., Investments, Securities, Mutual Funds, Series 7, Series 63, Executive Compensation..., Buy-sell Agreements, Wealth Management, Long Term Care Insurance, Disability Insurance, Series 66, Portfolio Management, Asset Managment, Financial Analysis, Term Life Insurance, Life Insurance, Health Insurance, Cash Management, Budget Setting, Financial Services, Financial Advisory, Asset Allocation, Investment Advisory, Investment Strategies, 401k, Business Planning
Education
Bucknell University 2004 — 2008
Bachelor of Arts, Psychology
Central Bucks High School East 2001 — 2004
Foundations Financial Partners August 2012 - Present
Credit Suisse August 2008 - May 2012
Lehman Brothers June 2008 - August 2008
RBC Wealth Management June 2007 - August 2007
ABC News June 2006 - August 2006
Skills
Certified Financial..., Retirement Income..., Retirement Planning, Investment Management, Estate Planning, Strategic Financial..., Investments, Securities, Mutual Funds, Series 7, Series 63, Executive Compensation..., Buy-sell Agreements, Wealth Management, Long Term Care Insurance, Disability Insurance, Series 66, Portfolio Management, Asset Managment, Financial Analysis, Term Life Insurance, Life Insurance, Health Insurance, Cash Management, Budget Setting, Financial Services, Financial Advisory, Asset Allocation, Investment Advisory, Investment Strategies, 401k, Business Planning
Education
Bucknell University 2004 — 2008
Bachelor of Arts, Psychology
Central Bucks High School East 2001 — 2004
Jeff Sklar Jeff Sklar's Lehman Brothers Experience 1989 - 1990
Job Managing Director, Head of Institutional Equity Sales, at Chardan Capital Markets
Industry Financial Services
Experience
Chardan Capital Markets LLC July 2015 - Present
Maxim Group April 2008 - July 2015
Oppenheimer & Co. 2004 - 2008
C.E. Unterberg, Towbin 2002 - 2004
Gruntal & Co. 1995 - 2002
Josephthal Lyon & Ross 1992 - 1994
The MedTech Group 1990 - 1991
Lehman Brothers 1989 - 1990
Bristol-Myers Company 1985 - 1987
PepsiCo 1983 - 1985
Skills
Equities, Capital Markets, Series 7, Alternative Investments, Institutional, Investment Banking, Asset Management, Series 63, Valuation, Investments, Portfolio Management, Institutional Sales, Equity Research, Hedge Funds, Securities, Bloomberg, Fixed Income, Investment Management, Trading
Education
Harvard Business School 1987 — 1989
Master in Business Administration, General Management
Brown University 1979 — 1983
BA, History
Chardan Capital Markets LLC July 2015 - Present
Maxim Group April 2008 - July 2015
Oppenheimer & Co. 2004 - 2008
C.E. Unterberg, Towbin 2002 - 2004
Gruntal & Co. 1995 - 2002
Josephthal Lyon & Ross 1992 - 1994
The MedTech Group 1990 - 1991
Lehman Brothers 1989 - 1990
Bristol-Myers Company 1985 - 1987
PepsiCo 1983 - 1985
Skills
Equities, Capital Markets, Series 7, Alternative Investments, Institutional, Investment Banking, Asset Management, Series 63, Valuation, Investments, Portfolio Management, Institutional Sales, Equity Research, Hedge Funds, Securities, Bloomberg, Fixed Income, Investment Management, Trading
Education
Harvard Business School 1987 — 1989
Master in Business Administration, General Management
Brown University 1979 — 1983
BA, History
Emily Doyle Emily Doyle's Lehman Brothers Experience July 2000 - August 2001
Job MBA Candidate, Class of 2017, Jones Graduate School of Business Rice University / Commercial Trading Analyst Shell
Industry Oil & Energy
Experience
Shell Trading January 2014 - Present
Shell Trading July 2013 - January 2014
Skynet labs March 2013 - July 2013
Stribling & Associates April 2008 - July 2013
Lehman Brothers July 2000 - August 2001
Skills
Marketing, Business Development, Real Estate Transactions, Real Estate, Investments, Negotiation, Sales, Market Analysis, Contract Negotiation, Marketing Strategy, Due Diligence, Mergers, Research, Private Equity, Social Media, Financial Accounting, Corporate Finance, Financial Markets, Statistics, Comparable Analysis, Financial Modeling, Business Valuation, DCF Valuation, Drilling, Mergers & Acquisitions, Management, Recruiting, Valuation, Energy, Project Management, Energy Industry, Entrepreneurship, Finance, Selling, Start-ups, Trading
Education
Jones Graduate School of Business, Rice University 2015 — 2017
Master of Business Administration (MBA), Energy Finance
Fordham University 2004 — 2005
MS
Brown University 1996 — 2000
A.B., Organizational Behavior and Management
Darien High School
Royle School
Shell Trading January 2014 - Present
Shell Trading July 2013 - January 2014
Skynet labs March 2013 - July 2013
Stribling & Associates April 2008 - July 2013
Lehman Brothers July 2000 - August 2001
Skills
Marketing, Business Development, Real Estate Transactions, Real Estate, Investments, Negotiation, Sales, Market Analysis, Contract Negotiation, Marketing Strategy, Due Diligence, Mergers, Research, Private Equity, Social Media, Financial Accounting, Corporate Finance, Financial Markets, Statistics, Comparable Analysis, Financial Modeling, Business Valuation, DCF Valuation, Drilling, Mergers & Acquisitions, Management, Recruiting, Valuation, Energy, Project Management, Energy Industry, Entrepreneurship, Finance, Selling, Start-ups, Trading
Education
Jones Graduate School of Business, Rice University 2015 — 2017
Master of Business Administration (MBA), Energy Finance
Fordham University 2004 — 2005
MS
Brown University 1996 — 2000
A.B., Organizational Behavior and Management
Darien High School
Royle School
James Milton Smith James Milton Smith's Lehman Brothers Experience September 1987 - June 1992
Job Partner, Hillspoint Beach Gift LLC
Industry Wholesale
Experience
Hillspoint Beach Gift LLC / BH Sales & Marketing LLC September 2001 - Present
Clearwater Systems Corporation September 2012 - Present
Belle Haven Investments LP September 2001 - July 2008
iSolve, Inc. September 2000 - September 2001
US Water & Bechtel Enterprises December 1996 - June 2000
Belle Haven Investments, LP July 1995 - December 1996
John Nuveen & Company, Inc. June 1992 - June 1995
Lehman Brothers September 1987 - June 1992
US Senator John Heinz (R-PA) & Vice President George Bush August 1980 - July 1985
Education
Kellogg School of Management, Northwestern University 1985 — 1987
MBA, Marketing & Finance
Brown University 1976 — 1980
BA, English & Psychology
Choate Rosemary Hall 1973 — 1976
Secondary School
Hillspoint Beach Gift LLC / BH Sales & Marketing LLC September 2001 - Present
Clearwater Systems Corporation September 2012 - Present
Belle Haven Investments LP September 2001 - July 2008
iSolve, Inc. September 2000 - September 2001
US Water & Bechtel Enterprises December 1996 - June 2000
Belle Haven Investments, LP July 1995 - December 1996
John Nuveen & Company, Inc. June 1992 - June 1995
Lehman Brothers September 1987 - June 1992
US Senator John Heinz (R-PA) & Vice President George Bush August 1980 - July 1985
Education
Kellogg School of Management, Northwestern University 1985 — 1987
MBA, Marketing & Finance
Brown University 1976 — 1980
BA, English & Psychology
Choate Rosemary Hall 1973 — 1976
Secondary School
Sassan Ghahramani Sassan Ghahramani's Lehman Brothers Experience 1995 - 1998
Job President and CEO, SGH Macro Advisors. LLC
Industry Financial Services
Experience
SGH Macro Advisors 2009 - Present
Medley Global Advisors 1998 - 2008
Lehman Brothers 1995 - 1998
AIG Trading 1992 - 1996
AIG Trading Group Inc 1992 - 1995
UBS AG 1992 - 1993
Chemical Bank 1987 - 1990
Skills
Financial Markets, Hedge Funds, Emerging Markets, Fixed Income, Economics, FX Options, Asset Management, Capital Markets, Derivatives, Bloomberg, Equities, Trading, Private Equity, Financial Advisory, Alternative Investments, Investments, Options, Bonds, Venture Capital, Portfolio Management, Valuation, Financial Risk
Education
New York University 1984 — 1986
Master of Business Administration (M.B.A.), Finance, General
Brown University 1979 — 1983
BA, International Relations
SGH Macro Advisors 2009 - Present
Medley Global Advisors 1998 - 2008
Lehman Brothers 1995 - 1998
AIG Trading 1992 - 1996
AIG Trading Group Inc 1992 - 1995
UBS AG 1992 - 1993
Chemical Bank 1987 - 1990
Skills
Financial Markets, Hedge Funds, Emerging Markets, Fixed Income, Economics, FX Options, Asset Management, Capital Markets, Derivatives, Bloomberg, Equities, Trading, Private Equity, Financial Advisory, Alternative Investments, Investments, Options, Bonds, Venture Capital, Portfolio Management, Valuation, Financial Risk
Education
New York University 1984 — 1986
Master of Business Administration (M.B.A.), Finance, General
Brown University 1979 — 1983
BA, International Relations
Tricia (Hayes) Cole Tricia (Hayes) Cole's Lehman Brothers Experience 1995 - 1997
Job Executive Managing Director at Corcoran Sunshine Marketing Group
Industry Real Estate
Experience
Corcoran Sunshine Marketing Group 2009 - Present
Corcoran Sunshine Marketing Group 2006 - 2009
Corcoran Sunshine Marketing Group 2002 - 2006
The Corcoran Group 1998 - 2001
Lehman Brothers 1995 - 1997
Bankers Trust 1992 - 1995
Merrill Lynch 1988 - 1990
Skills
Leases, Real Estate Development, Property Management, Real Estate, Brokerage, Real Estate Transactions, Investment Properties, Real Estate Economics, Due Diligence, Advertising, Strategic Planning, Social Media, Financial Modeling, Financial Analysis, Asset Management, Contract Negotiation, Negotiation, Residential Homes, Selling
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance, Decision Sciences
Brown University 1984 — 1988
BA, Math, Economics
Corcoran Sunshine Marketing Group 2009 - Present
Corcoran Sunshine Marketing Group 2006 - 2009
Corcoran Sunshine Marketing Group 2002 - 2006
The Corcoran Group 1998 - 2001
Lehman Brothers 1995 - 1997
Bankers Trust 1992 - 1995
Merrill Lynch 1988 - 1990
Skills
Leases, Real Estate Development, Property Management, Real Estate, Brokerage, Real Estate Transactions, Investment Properties, Real Estate Economics, Due Diligence, Advertising, Strategic Planning, Social Media, Financial Modeling, Financial Analysis, Asset Management, Contract Negotiation, Negotiation, Residential Homes, Selling
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance, Decision Sciences
Brown University 1984 — 1988
BA, Math, Economics
Nicole Bonsignore Nicole Bonsignore's Lehman Brothers Experience March 2005 - October 2008
Job HR Director at Apollo Global Management
Industry Financial Services
Experience
Apollo Management February 2011 - Present
Neuberger Berman October 2008 - February 2011
Lehman Brothers March 2005 - October 2008
Lehman Brothers 2003 - 2005
Lehman Brothers 2000 - 2003
Education
Bucknell University 1996 — 2000
BA, Economics
Apollo Management February 2011 - Present
Neuberger Berman October 2008 - February 2011
Lehman Brothers March 2005 - October 2008
Lehman Brothers 2003 - 2005
Lehman Brothers 2000 - 2003
Education
Bucknell University 1996 — 2000
BA, Economics
Daniel A. Murphy Daniel A. Murphy's Lehman Brothers Experience May 1998 - September 1998
Job Vice President of Home Improvement Lending at Home Loan Investment Bank
Industry Banking
Experience
Home Loan Investment Bank September 2014 - Present
Hatch Entrepreneurial Center September 2013 - Present
Ocean Capital October 2007 - Present
Home Loan Investment Bank, FSB December 2001 - Present
Ocean Capital June 2007 - October 2007
SG Cowen May 2001 - September 2001
Lehman Brothers May 1998 - September 1998
Skills
Business Expansion, Debt Consolidation, Loans, Commercial Lending, Mortgage Lending, Credit, Credit Analysis, Small Business Lending, Banking, Loan Origination, Financial Analysis, Commercial Mortgages, Commercial Banking, Refinance, Mortgage Banking, Real Estate, Sales, Finance, Relationship Management, Business Development, Sales Management, Funding, Commercial Real Estate, Real Estate Financing, Financial Services, Management, Negotiation, Marketing, Investment Properties, Mergers & Acquisitions, Investments, Residential Mortgages, Small Business, New Business Development, FHA, Strategic Planning, Business Planning, Underwriting, Portfolio Management
Education
UNSW Australia 2000 — 2001
Brown University 1997 — 2001
Choate Rosemary Hall 1995 — 1996
Home Loan Investment Bank September 2014 - Present
Hatch Entrepreneurial Center September 2013 - Present
Ocean Capital October 2007 - Present
Home Loan Investment Bank, FSB December 2001 - Present
Ocean Capital June 2007 - October 2007
SG Cowen May 2001 - September 2001
Lehman Brothers May 1998 - September 1998
Skills
Business Expansion, Debt Consolidation, Loans, Commercial Lending, Mortgage Lending, Credit, Credit Analysis, Small Business Lending, Banking, Loan Origination, Financial Analysis, Commercial Mortgages, Commercial Banking, Refinance, Mortgage Banking, Real Estate, Sales, Finance, Relationship Management, Business Development, Sales Management, Funding, Commercial Real Estate, Real Estate Financing, Financial Services, Management, Negotiation, Marketing, Investment Properties, Mergers & Acquisitions, Investments, Residential Mortgages, Small Business, New Business Development, FHA, Strategic Planning, Business Planning, Underwriting, Portfolio Management
Education
UNSW Australia 2000 — 2001
Brown University 1997 — 2001
Choate Rosemary Hall 1995 — 1996
Papka, Ron's Lehman Brothers Experience March 2003 - September 2008
Job Director at Citi
Industry Financial Services
Experience
Citi December 2009 - Present
Barclays Capital September 2008 - December 2009
Lehman Brothers March 2003 - September 2008
BlackRock September 2000 - March 2003
Hyperion Capital Management 1992 - 1994
First Boston Corporation 1991 - 1991
Bankers Trust 1989 - 1991
Skills
Fixed Income, Trading Systems, Derivatives, Capital Markets, Equities, Electronic Trading, Investment Banking, Market Data, Portfolio Management, Hedge Funds, Trading, Credit Derivatives, Risk Management, Asset Management, Equity Derivatives, Enterprise Architecture, Analytics, Options, Interest Rate..., FX Options, Market Risk, Low Latency, Prime Brokerage
Education
University of Massachusetts, Amherst 1994 — 1999
Ph.D., Computer Science
Brown University 1991 — 1992
MS, Computer Science
Columbia University in the City of New York 1983 — 1987
BS, Computer Science
Citi December 2009 - Present
Barclays Capital September 2008 - December 2009
Lehman Brothers March 2003 - September 2008
BlackRock September 2000 - March 2003
Hyperion Capital Management 1992 - 1994
First Boston Corporation 1991 - 1991
Bankers Trust 1989 - 1991
Skills
Fixed Income, Trading Systems, Derivatives, Capital Markets, Equities, Electronic Trading, Investment Banking, Market Data, Portfolio Management, Hedge Funds, Trading, Credit Derivatives, Risk Management, Asset Management, Equity Derivatives, Enterprise Architecture, Analytics, Options, Interest Rate..., FX Options, Market Risk, Low Latency, Prime Brokerage
Education
University of Massachusetts, Amherst 1994 — 1999
Ph.D., Computer Science
Brown University 1991 — 1992
MS, Computer Science
Columbia University in the City of New York 1983 — 1987
BS, Computer Science
Joe DeStephan's Lehman Brothers Experience November 1997 - July 2004
Job
Industry Financial Services
Experience
FTN Financial October 2012 - Present
Barclays Capital July 2004 - July 2012
Lehman Brothers November 1997 - July 2004
Prudential Financial May 1994 - November 1997
Smith Barney September 1991 - May 1994
Skills
Series 7, Series 63, Trading, Asset Managment, Bloomberg, Bonds, Capital Markets, Credit, Credit Analysis, Derivatives, Electronic Trading, Equities, Equity Trading, Fixed Income, Hedge Funds, Investments, Options, Portfolio Management, Sales
Education
Bryant University 1987 — 1991
Bachelor of Science (BS), Finance, General
FTN Financial October 2012 - Present
Barclays Capital July 2004 - July 2012
Lehman Brothers November 1997 - July 2004
Prudential Financial May 1994 - November 1997
Smith Barney September 1991 - May 1994
Skills
Series 7, Series 63, Trading, Asset Managment, Bloomberg, Bonds, Capital Markets, Credit, Credit Analysis, Derivatives, Electronic Trading, Equities, Equity Trading, Fixed Income, Hedge Funds, Investments, Options, Portfolio Management, Sales
Education
Bryant University 1987 — 1991
Bachelor of Science (BS), Finance, General
Jon Mallon Jon Mallon's Lehman Brothers Experience September 1998 - April 2001
Job Regional Executive / Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank October 2014 - Present
Deutsche Bank February 2014 - October 2014
UBS Financial Services Inc. July 2011 - February 2014
Morgan Stanley Smith Barney March 2010 - June 2011
Morgan Stanley December 2006 - March 2010
Mallon Associates April 2001 - December 2006
Lehman Brothers September 1998 - April 2001
Lehman Brothers October 1995 - September 1998
Morgan Stanley November 1992 - September 1995
Education
Bucknell University 1987 — 1991
BSBA, Finance, Economics
Greenwich High 1984 — 1987
Brunswick
Deutsche Bank October 2014 - Present
Deutsche Bank February 2014 - October 2014
UBS Financial Services Inc. July 2011 - February 2014
Morgan Stanley Smith Barney March 2010 - June 2011
Morgan Stanley December 2006 - March 2010
Mallon Associates April 2001 - December 2006
Lehman Brothers September 1998 - April 2001
Lehman Brothers October 1995 - September 1998
Morgan Stanley November 1992 - September 1995
Education
Bucknell University 1987 — 1991
BSBA, Finance, Economics
Greenwich High 1984 — 1987
Brunswick
Michelle Ngo Michelle Ngo's Lehman Brothers Experience 2000 - 2002
Job SVP, Treasurer, Kilroy Realty Corporation
Industry Real Estate
Experience
Kilroy Realty Corporation June 2006 - Present
Health Care Property Investors, Inc. June 2004 - June 2006
Ares Management 2002 - 2004
Lehman Brothers 2000 - 2002
Credit Suisse 2000 - 2000
Skills
Financial Modeling, Real Estate Economics, Valuation, Due Diligence, Asset Managment
Education
Brown University 1996 — 2000
Bachelor of Applied Science (B.A.Sc.), Neuroscience
Kilroy Realty Corporation June 2006 - Present
Health Care Property Investors, Inc. June 2004 - June 2006
Ares Management 2002 - 2004
Lehman Brothers 2000 - 2002
Credit Suisse 2000 - 2000
Skills
Financial Modeling, Real Estate Economics, Valuation, Due Diligence, Asset Managment
Education
Brown University 1996 — 2000
Bachelor of Applied Science (B.A.Sc.), Neuroscience
Robert Wieser Robert Wieser's Lehman Brothers Experience 1989 - 1991
Job Vice President at Goldman Sachs
Industry Banking
Experience
Goldman Sachs June 2012 - Present
WestLB AG November 2004 - June 2012
WestLB AG March 2002 - November 2004
WestLB, AG March 2001 - March 2002
Westdeutche Landesbank, AG July 1997 - March 2001
The Industrial Bank of Japan 1993 - July 1997
Lehman Brothers 1989 - 1991
Lehman Brothers 1987 - 1989
Skills
Spanish, Capital Markets, ABS, Commodity, Financial Structuring, Investment Banking, Structured Finance, Hedge Funds, Corporate Finance, Private Equity, Securitization, Credit Derivatives, Structured Products, Portfolio Management, Credit, Valuation, Loan Origination, Market Risk, Restructuring, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, International Finance & Marketing
California Polytechnic State University-San Luis Obispo 1983 — 1986
BS, Economics-Econometrics
California Polytechnic State University-San Luis Obispo 1983 — 1986
BS, Business Management-Finance
Goldman Sachs June 2012 - Present
WestLB AG November 2004 - June 2012
WestLB AG March 2002 - November 2004
WestLB, AG March 2001 - March 2002
Westdeutche Landesbank, AG July 1997 - March 2001
The Industrial Bank of Japan 1993 - July 1997
Lehman Brothers 1989 - 1991
Lehman Brothers 1987 - 1989
Skills
Spanish, Capital Markets, ABS, Commodity, Financial Structuring, Investment Banking, Structured Finance, Hedge Funds, Corporate Finance, Private Equity, Securitization, Credit Derivatives, Structured Products, Portfolio Management, Credit, Valuation, Loan Origination, Market Risk, Restructuring, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, International Finance & Marketing
California Polytechnic State University-San Luis Obispo 1983 — 1986
BS, Economics-Econometrics
California Polytechnic State University-San Luis Obispo 1983 — 1986
BS, Business Management-Finance
Antonio (Tony) Mercado Antonio (Tony) Mercado's Lehman Brothers Experience 1994 - February 2005
Job Applications Management Executive | Specializing in Fixed Income Trading and ETrading Systems
Industry Financial Services
Experience
TradeWeb August 2008 - Present
Tradeweb February 2005 - July 2008
Lehman Brothers 1994 - February 2005
Lehman Brothers 1994 - February 2005
Bell Laboratories 1988 - 1994
Skills
Software Project..., Electronic Trading, Trading Systems, Fixed Income, Derivatives, Capital Markets, Equities, STP, Trading, Financial Markets, Unix, Distributed Systems, C++, Swaps
Education
Massachusetts Institute of Technology 1983 — 1987
Bachelor of Science (B.Sc.), Computer Science (Course 6.3)
Brown University 1987 — 1988
Master's degree, Computer Science
TradeWeb August 2008 - Present
Tradeweb February 2005 - July 2008
Lehman Brothers 1994 - February 2005
Lehman Brothers 1994 - February 2005
Bell Laboratories 1988 - 1994
Skills
Software Project..., Electronic Trading, Trading Systems, Fixed Income, Derivatives, Capital Markets, Equities, STP, Trading, Financial Markets, Unix, Distributed Systems, C++, Swaps
Education
Massachusetts Institute of Technology 1983 — 1987
Bachelor of Science (B.Sc.), Computer Science (Course 6.3)
Brown University 1987 — 1988
Master's degree, Computer Science
Stephen Cullar-Ledford Stephen Cullar-Ledford's Lehman Brothers Experience November 2004 - September 2005
Job Art Director at Schlumberger
Industry Oil & Energy
Experience
Schlumberger September 2015 - Present
Aurora Picture Show August 2012 - Present
Rational Creative August 2013 - September 2015
BHP Billiton Petroleum August 2012 - March 2013
Willbros March 2013 - 2013
BHP Billiton Petroleum February 2011 - August 2012
SunAmerica Financial Group September 2005 - February 2011
Lehman Brothers November 2004 - September 2005
Morgan Stanley October 2003 - March 2004
Stephen Cullar-Ledford Graphic Design 2004 - 2004
Skills
Graphic Design, Brand Management, Marketing Communications, Advertising, Corporate Branding, Graphics, Concept Development, Web Design, Illustrator, User Experience, Corporate Communications, Project Planning, Strategy, Creative Direction, Art Direction, Project Management, Photoshop, InDesign, Adobe Creative Suite, Dreamweaver, Brand Development, Marketing, Strategic Planning, Art, Strategic Communications, Social Media, SEO, Internal Communications, Photography
Education
Jones Graduate School of Business, Rice University 2010 — 2012
MBA, Business
California College of the Arts 1988 — 1992
BFA, Graphic Design
Drake High School 1986 — 1988
Del Norte High School 1984 — 1986
Sunset Mesa
Schlumberger September 2015 - Present
Aurora Picture Show August 2012 - Present
Rational Creative August 2013 - September 2015
BHP Billiton Petroleum August 2012 - March 2013
Willbros March 2013 - 2013
BHP Billiton Petroleum February 2011 - August 2012
SunAmerica Financial Group September 2005 - February 2011
Lehman Brothers November 2004 - September 2005
Morgan Stanley October 2003 - March 2004
Stephen Cullar-Ledford Graphic Design 2004 - 2004
Skills
Graphic Design, Brand Management, Marketing Communications, Advertising, Corporate Branding, Graphics, Concept Development, Web Design, Illustrator, User Experience, Corporate Communications, Project Planning, Strategy, Creative Direction, Art Direction, Project Management, Photoshop, InDesign, Adobe Creative Suite, Dreamweaver, Brand Development, Marketing, Strategic Planning, Art, Strategic Communications, Social Media, SEO, Internal Communications, Photography
Education
Jones Graduate School of Business, Rice University 2010 — 2012
MBA, Business
California College of the Arts 1988 — 1992
BFA, Graphic Design
Drake High School 1986 — 1988
Del Norte High School 1984 — 1986
Sunset Mesa
Mark Loewenstein's Lehman Brothers Experience July 2003 - September 2003
Job Product Marketing at Mashery
Industry Computer Software
Experience
Mashery, an Intel Company November 2013 - Present
Foundation Capital August 2012 - May 2013
Mashery May 2012 - August 2012
Spark July 2010 - July 2011
Sapphire Ventures (formerly SAP Ventures) March 2011 - June 2011
Appregatta Technologies February 2009 - March 2011
Piper Jaffray July 2005 - September 2008
PricewaterhouseCoopers July 2004 - September 2004
Lehman Brothers July 2003 - September 2003
Skills
Strategy, Strategic Partnerships, Partnerships, SaaS, Financial Forecasting, Entrepreneurship, Product Marketing, Business Operations, Venture Capital, Financial Modeling, Cloud Computing, Marketing Strategy, Business Alliances
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Entrepreneurial Management
California Polytechnic State University-San Luis Obispo 2001 — 2005
BS, Finance & Accounting; Minor, Economics
Mashery, an Intel Company November 2013 - Present
Foundation Capital August 2012 - May 2013
Mashery May 2012 - August 2012
Spark July 2010 - July 2011
Sapphire Ventures (formerly SAP Ventures) March 2011 - June 2011
Appregatta Technologies February 2009 - March 2011
Piper Jaffray July 2005 - September 2008
PricewaterhouseCoopers July 2004 - September 2004
Lehman Brothers July 2003 - September 2003
Skills
Strategy, Strategic Partnerships, Partnerships, SaaS, Financial Forecasting, Entrepreneurship, Product Marketing, Business Operations, Venture Capital, Financial Modeling, Cloud Computing, Marketing Strategy, Business Alliances
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Entrepreneurial Management
California Polytechnic State University-San Luis Obispo 2001 — 2005
BS, Finance & Accounting; Minor, Economics
John Nastasi John Nastasi's Lehman Brothers Experience August 2006 - July 2012
Job Real Estate Transactions & Workout Attorney
Industry Real Estate
Experience
Nastasi Law Group, P.C. November 2011 - Present
Lehman Brothers August 2006 - July 2012
Fried Frank 2002 - 2006
Skills
Finance, Investment Properties, Asset Managment, Real Estate Transactions, Legal Writing, Foreclosures, Debt Restructuring, Real Estate, Due Diligence, Loans, Joint Ventures, Loan Work-outs, Distressed Debt, Asset Management, Bankruptcy, Financial Structuring
Education
NYU School of Law 1999 — 2002
JD
Brown University 1994 — 1998
BA, Philosophy
Nastasi Law Group, P.C. November 2011 - Present
Lehman Brothers August 2006 - July 2012
Fried Frank 2002 - 2006
Skills
Finance, Investment Properties, Asset Managment, Real Estate Transactions, Legal Writing, Foreclosures, Debt Restructuring, Real Estate, Due Diligence, Loans, Joint Ventures, Loan Work-outs, Distressed Debt, Asset Management, Bankruptcy, Financial Structuring
Education
NYU School of Law 1999 — 2002
JD
Brown University 1994 — 1998
BA, Philosophy
Marcus Gustafson Marcus Gustafson's Lehman Brothers Experience 2000 - 2001
Job Corporate Trust Services Head at BB&T
Industry Financial Services
Experience
BB&T November 2014 - Present
Wells Fargo June 2012 - August 2014
Citi 2009 - 2011
Citi 2004 - 2009
BNY Mellon 2001 - 2004
Lehman Brothers 2000 - 2001
JP Morgan Chase 1993 - 2000
Bank of America 1991 - 1993
Skills
Financial Services, Mergers & Acquisitions, Banking, Structured Finance, Finance, Start-ups, Business Development, Derivatives, Business Strategy, Capital Markets, Business Planning, Securitization, Financial Markets, Hedge Funds, Management, New Business Development, Vendor Management, Credit, Strategic Planning, Strategy, Product Development, Project Finance, Mergers, Sales Management, Business Relationship..., Negotiation, Commercial Banking, Financial Analysis, Business Intelligence, Budgets, Business Analysis, Alternative Investments, Customer Service, Team Building, Key Account Management, Trade Finance, Fund Of Funds, Business Management, Direct Sales, Trust Management, International Project..., Market Analysis, Staff Management, Portfolio Management, CRM, P&L Management, Competitive Analysis, Leadership, Financial Risk, Relationship Management
Education
Cal Poly San Luis Obispo
Graduate Studies, Business and Computer Applications
Humboldt State University
Bachelor of Science, Finance
BB&T November 2014 - Present
Wells Fargo June 2012 - August 2014
Citi 2009 - 2011
Citi 2004 - 2009
BNY Mellon 2001 - 2004
Lehman Brothers 2000 - 2001
JP Morgan Chase 1993 - 2000
Bank of America 1991 - 1993
Skills
Financial Services, Mergers & Acquisitions, Banking, Structured Finance, Finance, Start-ups, Business Development, Derivatives, Business Strategy, Capital Markets, Business Planning, Securitization, Financial Markets, Hedge Funds, Management, New Business Development, Vendor Management, Credit, Strategic Planning, Strategy, Product Development, Project Finance, Mergers, Sales Management, Business Relationship..., Negotiation, Commercial Banking, Financial Analysis, Business Intelligence, Budgets, Business Analysis, Alternative Investments, Customer Service, Team Building, Key Account Management, Trade Finance, Fund Of Funds, Business Management, Direct Sales, Trust Management, International Project..., Market Analysis, Staff Management, Portfolio Management, CRM, P&L Management, Competitive Analysis, Leadership, Financial Risk, Relationship Management
Education
Cal Poly San Luis Obispo
Graduate Studies, Business and Computer Applications
Humboldt State University
Bachelor of Science, Finance
Alex Kramm Alex Kramm's Lehman Brothers Experience 2004 - 2008
Job Executive Director Senior Equity Research Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank February 2014 - Present
UBS Investment Bank 2009 - February 2014
Barclays Capital 2008 - 2009
Lehman Brothers 2004 - 2008
Sky Capital 2002 - 2004
PwC Consulting 2000 - 2001
Skills
Equities, Equity Research, Asset Management, Financial Analysis, Risk Management, Hedge Funds, Capital Markets, Investment Banking, Valuation, Derivatives, Financial Modeling, Finance, Alternative Investments, Investments, Fixed Income
Education
Bucknell University 1997 — 2000
Bachelor of Science, Computer Science, Mathematics
Werner Heisenberg Gymnasium Leverkusen 1987 — 1996
Abitur, Mathematics, Biology, English, Political Science
UBS Investment Bank February 2014 - Present
UBS Investment Bank 2009 - February 2014
Barclays Capital 2008 - 2009
Lehman Brothers 2004 - 2008
Sky Capital 2002 - 2004
PwC Consulting 2000 - 2001
Skills
Equities, Equity Research, Asset Management, Financial Analysis, Risk Management, Hedge Funds, Capital Markets, Investment Banking, Valuation, Derivatives, Financial Modeling, Finance, Alternative Investments, Investments, Fixed Income
Education
Bucknell University 1997 — 2000
Bachelor of Science, Computer Science, Mathematics
Werner Heisenberg Gymnasium Leverkusen 1987 — 1996
Abitur, Mathematics, Biology, English, Political Science
Neel Shah Neel Shah's Lehman Brothers Experience 2002 - 2002
Job Financial Advisor to developers of real estate and infrastructure projects
Industry Real Estate
Experience
Shah Capital Advisors March 2010 - Present
Monitor Inclusive Markets - India September 2009 - February 2010
Enterprise Community Investment March 2005 - June 2009
General Growth Properties March 2004 - February 2005
Jones Lang LaSalle September 2003 - February 2004
Lehman Brothers 2002 - 2002
Six Open Systems March 2000 - October 2000
Atlantis Water Fund January 1998 - February 2000
Salomon Brothers 1995 - 1998
Skills
Real Estate, Asset Managment
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA
Natural Gourmet School of Cookery 2001 — 2001
Chef's Certificate, Culinary Arts
Brown University 1991 — 1995
Weston High School 1987 — 1991
Weston Elementary Schools
Shah Capital Advisors March 2010 - Present
Monitor Inclusive Markets - India September 2009 - February 2010
Enterprise Community Investment March 2005 - June 2009
General Growth Properties March 2004 - February 2005
Jones Lang LaSalle September 2003 - February 2004
Lehman Brothers 2002 - 2002
Six Open Systems March 2000 - October 2000
Atlantis Water Fund January 1998 - February 2000
Salomon Brothers 1995 - 1998
Skills
Real Estate, Asset Managment
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA
Natural Gourmet School of Cookery 2001 — 2001
Chef's Certificate, Culinary Arts
Brown University 1991 — 1995
Weston High School 1987 — 1991
Weston Elementary Schools
Christine Hofer Hanhausen Christine Hofer Hanhausen's Lehman Brothers Experience January 2008 - January 2008
Job Enterprise IT Policy and Communications at Deparment of the Navy, Chief Information Officer
Industry Government Administration
Experience
Deparment of the Navy, Chief Information Officer July 2015 - Present
Booz Allen Hamilton September 2010 - June 2015
Council for Economic Education June 2009 - September 2010
Southampton Hospital Foundation May 2006 - May 2009
Lehman Brothers January 2008 - January 2008
Skills
Social Media, Press Releases, Salesforce.com, Event Management, Marketing Communications, Program Management, Facebook, Management Consulting, Change Management, Strategic Communications, Knowledge Management, Human Capital, Workforce Planning, Leadership Development, Stakeholder Analysis, Proposal Writing, Project Management, Government, Strategy, Management, Human Resources, Research, Leadership
Education
Bucknell University 2006 — 2010
Bachelor of Science in Business Administration, Management, Women and Gender Studies
University of Virginia 2009 — 2009
Semester at Sea
Georgetown University - The McDonough School of Business
Change Management Advanced Professional (CMAP) Certification
Human Capital Institute
Human Capital Strategist Certification
Deparment of the Navy, Chief Information Officer July 2015 - Present
Booz Allen Hamilton September 2010 - June 2015
Council for Economic Education June 2009 - September 2010
Southampton Hospital Foundation May 2006 - May 2009
Lehman Brothers January 2008 - January 2008
Skills
Social Media, Press Releases, Salesforce.com, Event Management, Marketing Communications, Program Management, Facebook, Management Consulting, Change Management, Strategic Communications, Knowledge Management, Human Capital, Workforce Planning, Leadership Development, Stakeholder Analysis, Proposal Writing, Project Management, Government, Strategy, Management, Human Resources, Research, Leadership
Education
Bucknell University 2006 — 2010
Bachelor of Science in Business Administration, Management, Women and Gender Studies
University of Virginia 2009 — 2009
Semester at Sea
Georgetown University - The McDonough School of Business
Change Management Advanced Professional (CMAP) Certification
Human Capital Institute
Human Capital Strategist Certification
Edward Martynowicz Edward Martynowicz's Lehman Brothers Experience 1993 - 1996
Job Head of Information Security Risk at HSBC
Industry Financial Services
Experience
HSBC April 2004 - Present
Barclays Capital 1997 - 2003
Lehman Brothers 1993 - 1996
Kidder Peabody 1989 - 1993
Grumman Aerospace 1987 - 1989
Skills
Fixed Income, Financial Risk, Back Office, Banking, Capital Markets, Derivatives, Electronic Trading, Equities, FX Options, Financial Markets, Hedge Funds, Finance, Investment Banking, Middle Office, Trading Systems
Education
Hofstra University
MBA, Finance
Bucknell University 1983 — 1987
BS, Computer Science
HSBC April 2004 - Present
Barclays Capital 1997 - 2003
Lehman Brothers 1993 - 1996
Kidder Peabody 1989 - 1993
Grumman Aerospace 1987 - 1989
Skills
Fixed Income, Financial Risk, Back Office, Banking, Capital Markets, Derivatives, Electronic Trading, Equities, FX Options, Financial Markets, Hedge Funds, Finance, Investment Banking, Middle Office, Trading Systems
Education
Hofstra University
MBA, Finance
Bucknell University 1983 — 1987
BS, Computer Science
Madeleine Wise Madeleine Wise's Lehman Brothers Experience 2006 - 2006
Job Senior Consultant, New Product Development at CEB
Industry Management Consulting
Experience
Corporate Executive Board 2012 - 2013
United Nations (CTBTO) 2010 - 2011
Archstone Consulting 2010 - 2010
Archstone Consulting 2007 - 2009
Lehman Brothers 2006 - 2006
Clark & Weinstock 2002 - 2005
UBS January 2001 - October 2002
Skills
Financial Modeling, Valuation, Management Consulting, Strategy, Corporate Development, Financial Analysis, Business Strategy, Equity Research
Education
Brown University
BA, International Relations (Political Economy)
Columbia University - Columbia Business School
MBA, Finance
Corporate Executive Board 2012 - 2013
United Nations (CTBTO) 2010 - 2011
Archstone Consulting 2010 - 2010
Archstone Consulting 2007 - 2009
Lehman Brothers 2006 - 2006
Clark & Weinstock 2002 - 2005
UBS January 2001 - October 2002
Skills
Financial Modeling, Valuation, Management Consulting, Strategy, Corporate Development, Financial Analysis, Business Strategy, Equity Research
Education
Brown University
BA, International Relations (Political Economy)
Columbia University - Columbia Business School
MBA, Finance
Dauna Williams Dauna Williams's Lehman Brothers Experience 2001 - 2004
Job CEO/Founder at LegalTonic LLC
Industry E-Learning
Experience
LegalTonic LLC September 2015 - Present
BigDrama June 2012 - Present
MetLife October 2004 - May 2012
The Scottsboro Boys 2010 - 2011
Lehman Brothers 2001 - 2004
Content360 1998 - 2001
Merrill Lynch & Co., Inc. June 1990 - May 1998
New York Law School 1990 - 1992
The Rockefeller Foundation 1989 - 1990
Schulte Roth & Zabel LLP 1987 - 1989
Skills
Copyright Law, Patents, Trade Secrets, Entertainment, Legal Writing, Contract Negotiation, Negotiation, Licensing, Intellectual Property, Corporate Law, Securities Regulation, Arbitration, Litigation, Mergers, Securities, Due Diligence, Venture Capital
Education
Harvard Law School 1984 — 1987
JD, 1987
Brown University 1982 — 1984
AB, Political Science
University of Massachusetts, Amherst 1980 — 1981
Political Science
LegalTonic LLC September 2015 - Present
BigDrama June 2012 - Present
MetLife October 2004 - May 2012
The Scottsboro Boys 2010 - 2011
Lehman Brothers 2001 - 2004
Content360 1998 - 2001
Merrill Lynch & Co., Inc. June 1990 - May 1998
New York Law School 1990 - 1992
The Rockefeller Foundation 1989 - 1990
Schulte Roth & Zabel LLP 1987 - 1989
Skills
Copyright Law, Patents, Trade Secrets, Entertainment, Legal Writing, Contract Negotiation, Negotiation, Licensing, Intellectual Property, Corporate Law, Securities Regulation, Arbitration, Litigation, Mergers, Securities, Due Diligence, Venture Capital
Education
Harvard Law School 1984 — 1987
JD, 1987
Brown University 1982 — 1984
AB, Political Science
University of Massachusetts, Amherst 1980 — 1981
Political Science
Patrick Lenhart, CFA Patrick Lenhart, CFA's Lehman Brothers Experience July 2007 - April 2009
Job Vice President at Nomura Securities
Industry Financial Services
Experience
Nomura Securities May 2013 - Present
Barclays Capital May 2010 - April 2013
Barclays Capital May 2009 - April 2010
Lehman Brothers July 2007 - April 2009
Inlingua December 2006 - June 2007
Skills
Equities, Fixed Income, Capital Markets, Derivatives, Bloomberg Terminal, Series 7, Series 63
Education
Bucknell University 2002 — 2006
Bachelors Degree, Economics, 3.4 GPA out of 4.0
Hingham High School 1998 — 2002
Nomura Securities May 2013 - Present
Barclays Capital May 2010 - April 2013
Barclays Capital May 2009 - April 2010
Lehman Brothers July 2007 - April 2009
Inlingua December 2006 - June 2007
Skills
Equities, Fixed Income, Capital Markets, Derivatives, Bloomberg Terminal, Series 7, Series 63
Education
Bucknell University 2002 — 2006
Bachelors Degree, Economics, 3.4 GPA out of 4.0
Hingham High School 1998 — 2002
Trish Gilbert's Lehman Brothers Experience 1988 - 1993
Job Talent Development Consultant
Industry Management Consulting
Experience
Independent January 2009 - Present
BPL October 2008 - Present
KIPP Foundation 2015 - 2015
KIPP Foundation 2015 - 2015
KIPP Foundation 2015 - 2015
Credit Suisse 2001 - June 2008
Lehman Brothers 1988 - 1993
Kanchanaburi Teachers College, Thailand January 1986 - May 1988
Skills
Leadership Development, Non-profits, Teaching, Public Speaking, Research, Organizational..., Fundraising, Strategic Planning, Higher Education, Change Management, Community Outreach, Executive Coaching, Grant Writing, Executive Development, Volunteer Management, Nonprofits, Staff Development, Training, Instructional Design, Program Development, Workshop Facilitation, Career Counseling, Performance Management, Leadership, Coaching, Talent Management, Organizational..., Management, Career Development
Education
Brown University 1974 — 1978
AB, History
Teachers College of Columbia University 1983 — 1985
MA, Education
Independent January 2009 - Present
BPL October 2008 - Present
KIPP Foundation 2015 - 2015
KIPP Foundation 2015 - 2015
KIPP Foundation 2015 - 2015
Credit Suisse 2001 - June 2008
Lehman Brothers 1988 - 1993
Kanchanaburi Teachers College, Thailand January 1986 - May 1988
Skills
Leadership Development, Non-profits, Teaching, Public Speaking, Research, Organizational..., Fundraising, Strategic Planning, Higher Education, Change Management, Community Outreach, Executive Coaching, Grant Writing, Executive Development, Volunteer Management, Nonprofits, Staff Development, Training, Instructional Design, Program Development, Workshop Facilitation, Career Counseling, Performance Management, Leadership, Coaching, Talent Management, Organizational..., Management, Career Development
Education
Brown University 1974 — 1978
AB, History
Teachers College of Columbia University 1983 — 1985
MA, Education
Ian Small Ian Small's Lehman Brothers Experience October 1996 - August 2004
Job Managing Director Canada at White Stratus
Industry Information Technology and Services
Experience
White Stratus March 2014 - Present
White Stratus September 2013 - March 2014
Withrow Park Consulting April 2009 - September 2013
Sheepdoginc.ca February 2010 - July 2012
KPMG January 2008 - March 2009
Morgan Stanley September 2004 - March 2007
Lehman Brothers October 1996 - August 2004
British Steel April 1991 - September 1996
Skills
IT Strategy, Cloud Computing, Program Management, IT Management, Process Improvement, ITIL, Change Management, IT Service Management, Business Analysis, Continuous Improvement, IT Operations, IT Outsourcing, Consulting, Creative Problem Solving, CRM, Project Management
Education
Brunel University London 1990 — 1994
Computing in Business, (Computer Studies, Maths, Economics, Accounts, Behavioural Studies)
White Stratus March 2014 - Present
White Stratus September 2013 - March 2014
Withrow Park Consulting April 2009 - September 2013
Sheepdoginc.ca February 2010 - July 2012
KPMG January 2008 - March 2009
Morgan Stanley September 2004 - March 2007
Lehman Brothers October 1996 - August 2004
British Steel April 1991 - September 1996
Skills
IT Strategy, Cloud Computing, Program Management, IT Management, Process Improvement, ITIL, Change Management, IT Service Management, Business Analysis, Continuous Improvement, IT Operations, IT Outsourcing, Consulting, Creative Problem Solving, CRM, Project Management
Education
Brunel University London 1990 — 1994
Computing in Business, (Computer Studies, Maths, Economics, Accounts, Behavioural Studies)
Scott Norton's Lehman Brothers Experience July 2008 - October 2008
Job CoFounder Sir Kensington's
Industry Food & Beverages
Experience
Kensington & Sons, LLC January 2008 - Present
AsiaWheeling Global Enterprises June 2008 - November 2011
Mizuho Securities Co., Ltd. November 2008 - October 2009
Lehman Brothers July 2008 - October 2008
Skills
Entrepreneurship, Social Media, Start-ups, Marketing Strategy, Business Strategy, Strategy, Brand Awareness, Brand Development, Strategic Partnerships, Leadership, Management, Social Media Marketing, Competitive Analysis, Market Research, Venture Capital, Brand Developement, Prime Brokerage, Corporate Development, Marketing
Education
Brown University 2004 — 2008
BA, Economics
St. Joseph's
St. Joseph's
St. Joseph's
The University of Hong Kong
Economics & Finance
Kensington & Sons, LLC January 2008 - Present
AsiaWheeling Global Enterprises June 2008 - November 2011
Mizuho Securities Co., Ltd. November 2008 - October 2009
Lehman Brothers July 2008 - October 2008
Skills
Entrepreneurship, Social Media, Start-ups, Marketing Strategy, Business Strategy, Strategy, Brand Awareness, Brand Development, Strategic Partnerships, Leadership, Management, Social Media Marketing, Competitive Analysis, Market Research, Venture Capital, Brand Developement, Prime Brokerage, Corporate Development, Marketing
Education
Brown University 2004 — 2008
BA, Economics
St. Joseph's
St. Joseph's
St. Joseph's
The University of Hong Kong
Economics & Finance
Amit Mohindra Amit Mohindra's Lehman Brothers Experience 1998 - 2000
Job
Industry Human Resources
Experience
McKesson December 2011 - April 2015
The Medicines Company March 2009 - February 2010
Goldman Sachs January 2008 - July 2008
IBM October 2002 - January 2008
Lucent Technologies 2000 - 2002
Lehman Brothers 1998 - 2000
Towers Perrin 1995 - 1998
The World Bank 1992 - 1994
Skills
Workforce Planning, Analytics, Total Rewards, Incentive Programs, HR Strategy, Executive Compensation, HR Transformation, Executive Pay, Personnel Management, Talent Management, Human Resources, Deferred Compensation, Performance Management, Compensation & Benefit, Mergers & Acquisitions, Organizational Design, Project Management, Predictive Modeling, Strategic Planning, Leadership, Employee Benefits, Business Intelligence, Predictive Analytics, Management, HR Consulting, Consulting, Human Capital, Succession Planning, Employee Engagement, Organizational..., Analysis, Executive Coaching, Recruiting, Organizational..., Talent Acquisition, Payroll, HRIS, Leadership Development, Executive Management, Strategy, Compensation, Compensation & Benefits, Change Management, Program Management, Business Strategy
Education
Brown University
Master's Degree, Economics
Lafayette College
AB, Economics & Business
Lafayette College
BS, Electrical Engineering
United World College of the American West
International Baccalaureate (IB) Diploma
Cathedral and John Connon School
ICSE (Indian Certificate of Secondary Education)
McKesson December 2011 - April 2015
The Medicines Company March 2009 - February 2010
Goldman Sachs January 2008 - July 2008
IBM October 2002 - January 2008
Lucent Technologies 2000 - 2002
Lehman Brothers 1998 - 2000
Towers Perrin 1995 - 1998
The World Bank 1992 - 1994
Skills
Workforce Planning, Analytics, Total Rewards, Incentive Programs, HR Strategy, Executive Compensation, HR Transformation, Executive Pay, Personnel Management, Talent Management, Human Resources, Deferred Compensation, Performance Management, Compensation & Benefit, Mergers & Acquisitions, Organizational Design, Project Management, Predictive Modeling, Strategic Planning, Leadership, Employee Benefits, Business Intelligence, Predictive Analytics, Management, HR Consulting, Consulting, Human Capital, Succession Planning, Employee Engagement, Organizational..., Analysis, Executive Coaching, Recruiting, Organizational..., Talent Acquisition, Payroll, HRIS, Leadership Development, Executive Management, Strategy, Compensation, Compensation & Benefits, Change Management, Program Management, Business Strategy
Education
Brown University
Master's Degree, Economics
Lafayette College
AB, Economics & Business
Lafayette College
BS, Electrical Engineering
United World College of the American West
International Baccalaureate (IB) Diploma
Cathedral and John Connon School
ICSE (Indian Certificate of Secondary Education)
Fatma Barkus Fatma Barkus's Lehman Brothers Experience June 2008 - August 2008
Job MBA Candidate Consortium Fellow and Forte Fellow at Cornell University, Johnson Graduate School of Business
Industry Financial Services
Experience
Staples June 2015 - August 2015
Windhaven Investment Management January 2013 - July 2014
Barclays Capital July 2009 - March 2012
Lehman Brothers June 2008 - August 2008
PwC June 2007 - August 2007
Skills
Marketing, Brand Management, Project Management, Strategic Planning, Entrepreneurship, Financial Analysis, Intermediate Spanish., Data Analysis, Management, Investments, Valuation, Research
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Strategic Marketing Immersion
Harvard Extension School 2012 — 2013
Strategic Management, 3.7 GPA
Bryn Mawr College 2005 — 2009
Bachelor of Arts Degree, Economics & Political Science, 3.4 G.P.A.
Staples June 2015 - August 2015
Windhaven Investment Management January 2013 - July 2014
Barclays Capital July 2009 - March 2012
Lehman Brothers June 2008 - August 2008
PwC June 2007 - August 2007
Skills
Marketing, Brand Management, Project Management, Strategic Planning, Entrepreneurship, Financial Analysis, Intermediate Spanish., Data Analysis, Management, Investments, Valuation, Research
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Strategic Marketing Immersion
Harvard Extension School 2012 — 2013
Strategic Management, 3.7 GPA
Bryn Mawr College 2005 — 2009
Bachelor of Arts Degree, Economics & Political Science, 3.4 G.P.A.
Larry Weiner Larry Weiner's Lehman Brothers Experience June 1992 - September 1994
Job Lawrence P. Weiner Consulting
Industry Investment Management
Experience
Lawrence P. Weiner Consulting 1995 - Present
Lehman Brothers June 1992 - September 1994
GB Capital Management 1991 - 1992
Morgan Stanley & Co., Inc. June 1986 - February 1991
Data Resources, Inc. 1982 - 1985
Skills
Fixed Income, Portfolio Management, Investments, Derivatives, Capital Markets, Trading, Structured Finance, Mutual Funds, Valuation, Financial Modeling, Hedge Funds, Alternative Investments
Education
Carnegie Mellon University - Tepper School of Business 1980 — 1982
MBA, Finance, Elective emphasis in Finance and Economics
Brown University 1973 — 1978
A.B., History, Magna Cum Laude
George Washington High School
Lawrence P. Weiner Consulting 1995 - Present
Lehman Brothers June 1992 - September 1994
GB Capital Management 1991 - 1992
Morgan Stanley & Co., Inc. June 1986 - February 1991
Data Resources, Inc. 1982 - 1985
Skills
Fixed Income, Portfolio Management, Investments, Derivatives, Capital Markets, Trading, Structured Finance, Mutual Funds, Valuation, Financial Modeling, Hedge Funds, Alternative Investments
Education
Carnegie Mellon University - Tepper School of Business 1980 — 1982
MBA, Finance, Elective emphasis in Finance and Economics
Brown University 1973 — 1978
A.B., History, Magna Cum Laude
George Washington High School
Ajay Nagpal Ajay Nagpal's Lehman Brothers Experience February 2001 - September 2008
Job Chief Operating Officer at Millennium Management
Industry Investment Banking
Experience
Millennium Management July 2013 - Present
Barclays September 2008 - July 2012
Lehman Brothers February 2001 - September 2008
J.P. Morgan June 1992 - February 2001
Skills
Fixed Income, Equities, Derivatives, Trading, Management, Financial Services, Risk Management, Investments, Executive Management, Electronic Trading
Education
Harvard University Kennedy School of Government 1990 — 1992
MPP
Brown University 1986 — 1990
BA, International Relations/South Asian Studies
Menlo School 1982 — 1986
HS
Millennium Management July 2013 - Present
Barclays September 2008 - July 2012
Lehman Brothers February 2001 - September 2008
J.P. Morgan June 1992 - February 2001
Skills
Fixed Income, Equities, Derivatives, Trading, Management, Financial Services, Risk Management, Investments, Executive Management, Electronic Trading
Education
Harvard University Kennedy School of Government 1990 — 1992
MPP
Brown University 1986 — 1990
BA, International Relations/South Asian Studies
Menlo School 1982 — 1986
HS
Peter Wagner Peter Wagner's Lehman Brothers Experience May 1996 - May 2006
Job Managing Partner at Affinity Resource Group
Industry Capital Markets
Experience
Affinity Resource Group July 2012 - Present
Morgan Stanley 2006 - December 2012
Lehman Brothers May 1996 - May 2006
TUDOR INVESTMENT CORPORATION March 1995 - April 1996
EJV 1992 - 1994
Skills
Trading Systems, Credit Derivatives, Market Risk, Credit Risk, Offshore Outsourcing, Fixed Income, Derivatives, Electronic Trading, Prime Brokerage, Equity Derivatives, Interest Rate..., Market Data, Investment Banking, Swaps, Capital Markets, Equities, Structured Products, Low Latency, Hedge Funds, FX Options, Sybase, Financial Services, Financial Risk, Securities, Trading, Quantitative Finance, Quantitative Investing
Education
Brown University
Masters of Science, Computer Science
Middlebury College
BA, Math/Economics
Wellesley High School
Affinity Resource Group July 2012 - Present
Morgan Stanley 2006 - December 2012
Lehman Brothers May 1996 - May 2006
TUDOR INVESTMENT CORPORATION March 1995 - April 1996
EJV 1992 - 1994
Skills
Trading Systems, Credit Derivatives, Market Risk, Credit Risk, Offshore Outsourcing, Fixed Income, Derivatives, Electronic Trading, Prime Brokerage, Equity Derivatives, Interest Rate..., Market Data, Investment Banking, Swaps, Capital Markets, Equities, Structured Products, Low Latency, Hedge Funds, FX Options, Sybase, Financial Services, Financial Risk, Securities, Trading, Quantitative Finance, Quantitative Investing
Education
Brown University
Masters of Science, Computer Science
Middlebury College
BA, Math/Economics
Wellesley High School
Gina Bruno Gina Bruno's Lehman Brothers Experience May 1992 - May 1997
Job Information Risk Officer
Industry Financial Services
Experience
Verisk Analytics April 2015 - Present
Pershing, a BNY Mellon company April 2012 - September 2014
Pershing Advisor Solutions, LLC September 2005 - April 2012
Investment Manager Services ( Pershing LLC Prime Brokerage Services) June 1997 - September 2005
Lehman Brothers May 1992 - May 1997
Shearson Lehman Brothers June 1988 - April 1992
Merrill Lynch Pierce Fenner & Smith August 1984 - May 1988
Skills
Privacy, USA PATRIOT Act, Business Continuity, Operational Risk, Regulatory Compliance, Risk Assessment, Information Security, Financial Regulation, Vendor Management, Broker-Dealer, Prime Brokerage, Risk Management, Data Privacy, FINRA, Series 7, Series 24, Series 63, Series 8, Series 4, CIPP, Securities, Options, Fixed Income, RCSA, Team Leadership, Mentoring, Hedge Funds, Process Improvement, Anti Money Laundering, KYC, Mutual Funds, Account Reconciliation, Financial Services
Education
Broward College
Middlesex County College
Verisk Analytics April 2015 - Present
Pershing, a BNY Mellon company April 2012 - September 2014
Pershing Advisor Solutions, LLC September 2005 - April 2012
Investment Manager Services ( Pershing LLC Prime Brokerage Services) June 1997 - September 2005
Lehman Brothers May 1992 - May 1997
Shearson Lehman Brothers June 1988 - April 1992
Merrill Lynch Pierce Fenner & Smith August 1984 - May 1988
Skills
Privacy, USA PATRIOT Act, Business Continuity, Operational Risk, Regulatory Compliance, Risk Assessment, Information Security, Financial Regulation, Vendor Management, Broker-Dealer, Prime Brokerage, Risk Management, Data Privacy, FINRA, Series 7, Series 24, Series 63, Series 8, Series 4, CIPP, Securities, Options, Fixed Income, RCSA, Team Leadership, Mentoring, Hedge Funds, Process Improvement, Anti Money Laundering, KYC, Mutual Funds, Account Reconciliation, Financial Services
Education
Broward College
Middlesex County College
Jennifer Machat Jennifer Machat's Lehman Brothers Experience September 2005 - March 2008
Job Experienced University Recruiter
Industry Biotechnology
Experience
Sanofi February 2013 - Present
Verizon Wireless November 2012 - February 2013
Lehman Brothers September 2005 - March 2008
Landor Associates April 2002 - September 2005
PrimaryKnowledge, Inc. July 2000 - June 2001
Skills
Recruiting, Onboarding, Talent Management, Talent Acquisition, Human Resources, Employee Relations, Sourcing, Interviews, Training, Campus, Temporary Placement, Management, Employee Benefits, New Hire Orientations, College Recruiting, Screening, Hiring, Performance Management, Applicant Tracking..., Employee Engagement, Technical Recruiting
Education
Bucknell University 1996 — 2000
Bachelor of Arts (B.A.), Psychology major, Economics minor
Sanofi February 2013 - Present
Verizon Wireless November 2012 - February 2013
Lehman Brothers September 2005 - March 2008
Landor Associates April 2002 - September 2005
PrimaryKnowledge, Inc. July 2000 - June 2001
Skills
Recruiting, Onboarding, Talent Management, Talent Acquisition, Human Resources, Employee Relations, Sourcing, Interviews, Training, Campus, Temporary Placement, Management, Employee Benefits, New Hire Orientations, College Recruiting, Screening, Hiring, Performance Management, Applicant Tracking..., Employee Engagement, Technical Recruiting
Education
Bucknell University 1996 — 2000
Bachelor of Arts (B.A.), Psychology major, Economics minor
Jon Keeling Jon Keeling's Lehman Brothers Experience August 1994 - June 1997
Job Financial Technology Consultant & Owner/Instructor at Silicon Valley Karate, LLC
Industry Investment Management
Experience
San Jose State University January 2014 - Present
Silicon Valley Karate 1997 - Present
Franklin Templeton Investments June 2012 - December 2012
American Century Investments December 2006 - January 2012
Bloomberg March 2000 - December 2006
Salomon Smith Barney January 1999 - March 2000
Lehman Brothers August 1994 - June 1997
Morgan Stanley August 1992 - August 1994
Skills
Fixed Income, Trading, Options, Electronic Trading, Trading Systems, Bloomberg, Portfolio Management, Financial Markets, Bonds, Series 7, Capital Markets, Hedge Funds, Financial Services, Equities, Mutual Funds, Investment Management, Market Data, Vendor Management, Derivatives, Securities, Equity Trading, Alternative Investments, Investments, FX trading, Investment Advisory, Equity Research, Bloomberg Terminal, Risk Management, Asset Management, Asset Allocation, Portfolio Optimization, Series 63, ETFs, Investment Strategies, FINRA, Technical Analysis, Emerging Markets, FX Options, Commodity
Education
Fresno Pacific University 2014 — 2015
Master's Degree, Kinesiology and Exercise Science
University of California, Santa Cruz 1990 — 1991
BA, Economics
Cabrillo College 1989 — 1989
Stony Brook University 1988 — 1989
Newtown High School 1981 — 1985
San Jose State University January 2014 - Present
Silicon Valley Karate 1997 - Present
Franklin Templeton Investments June 2012 - December 2012
American Century Investments December 2006 - January 2012
Bloomberg March 2000 - December 2006
Salomon Smith Barney January 1999 - March 2000
Lehman Brothers August 1994 - June 1997
Morgan Stanley August 1992 - August 1994
Skills
Fixed Income, Trading, Options, Electronic Trading, Trading Systems, Bloomberg, Portfolio Management, Financial Markets, Bonds, Series 7, Capital Markets, Hedge Funds, Financial Services, Equities, Mutual Funds, Investment Management, Market Data, Vendor Management, Derivatives, Securities, Equity Trading, Alternative Investments, Investments, FX trading, Investment Advisory, Equity Research, Bloomberg Terminal, Risk Management, Asset Management, Asset Allocation, Portfolio Optimization, Series 63, ETFs, Investment Strategies, FINRA, Technical Analysis, Emerging Markets, FX Options, Commodity
Education
Fresno Pacific University 2014 — 2015
Master's Degree, Kinesiology and Exercise Science
University of California, Santa Cruz 1990 — 1991
BA, Economics
Cabrillo College 1989 — 1989
Stony Brook University 1988 — 1989
Newtown High School 1981 — 1985
Molly Morgan-Bove's Lehman Brothers Experience July 2004 - July 2007
Job Regional Recruiting Manager at Hines Interests
Industry Real Estate
Experience
Hines Interests August 2007 - Present
Lehman Brothers July 2004 - July 2007
Mental Health Association of NYC November 2002 - June 2004
Skills
Talent Acquisition, Employee Relations, Recruiting, Applicant Tracking..., Talent Management, Human Resources, Training, Marketing, HRIS, Onboarding, Business Development, Contract Negotiation, Leadership, Sourcing, Technical Recruiting, College Recruiting, Executive Search, Temporary Placement, Employee Benefits, Property Management, Management, Real Estate
Education
Brown University 1998 — 2002
Sc.B, Psychology
Hines Interests August 2007 - Present
Lehman Brothers July 2004 - July 2007
Mental Health Association of NYC November 2002 - June 2004
Skills
Talent Acquisition, Employee Relations, Recruiting, Applicant Tracking..., Talent Management, Human Resources, Training, Marketing, HRIS, Onboarding, Business Development, Contract Negotiation, Leadership, Sourcing, Technical Recruiting, College Recruiting, Executive Search, Temporary Placement, Employee Benefits, Property Management, Management, Real Estate
Education
Brown University 1998 — 2002
Sc.B, Psychology
Samantha Calvert Samantha Calvert's Lehman Brothers Experience June 1984 - August 1990
Job Senior Vice President at Biogen Idec
Industry Biotechnology
Experience
Biogen Idec January 2007 - Present
Biogen Idec February 2003 - January 2007
Biogen March 1999 - February 2003
Goldman Sachs May 1992 - May 1994
Lehman Brothers June 1984 - August 1990
Skills
Big Data, Data Science, Data Analysis, Database Design, Analysis, Data Warehousing, Data Mining, Data Modeling, Oracle, SAS, Analytics, Business Intelligence, Data Management, Cross-functional Team..., Drug Development, Business Analytics
Education
Massachusetts Institute of Technology 1994 — 1999
Doctor of Philosophy (PhD), Mathematics and Computer Science
Harvard Business School 1990 — 1992
Master of Business Administration (MBA), International Finance
Bryn Mawr College 1980 — 1984
Bachelor of Science (BS), Mathematics
Biogen Idec January 2007 - Present
Biogen Idec February 2003 - January 2007
Biogen March 1999 - February 2003
Goldman Sachs May 1992 - May 1994
Lehman Brothers June 1984 - August 1990
Skills
Big Data, Data Science, Data Analysis, Database Design, Analysis, Data Warehousing, Data Mining, Data Modeling, Oracle, SAS, Analytics, Business Intelligence, Data Management, Cross-functional Team..., Drug Development, Business Analytics
Education
Massachusetts Institute of Technology 1994 — 1999
Doctor of Philosophy (PhD), Mathematics and Computer Science
Harvard Business School 1990 — 1992
Master of Business Administration (MBA), International Finance
Bryn Mawr College 1980 — 1984
Bachelor of Science (BS), Mathematics
Robert Klaber Robert Klaber's Lehman Brothers Experience May 2006 - July 2006
Job Senior Research Analyst at Parnassus Investments
Industry Investment Management
Experience
Parnassus Investments 2012 - Present
Parnassus Investments June 2011 - August 2011
City Light Capital June 2010 - July 2010
Neuberger Berman September 2008 - May 2010
Lehman Brothers May 2006 - July 2006
Education
Harvard Business School 2010 — 2012
MBA
University of Cambridge 2007 — 2008
MPhil
Brown University 2003 — 2007
BA
Parnassus Investments 2012 - Present
Parnassus Investments June 2011 - August 2011
City Light Capital June 2010 - July 2010
Neuberger Berman September 2008 - May 2010
Lehman Brothers May 2006 - July 2006
Education
Harvard Business School 2010 — 2012
MBA
University of Cambridge 2007 — 2008
MPhil
Brown University 2003 — 2007
BA
C Andrew Wren, IV's Lehman Brothers Experience January 1999 - May 2004
Job Managing Director at Capricorn Partners
Industry Financial Services
Experience
Capricorn Partners January 2001 - Present
Lehman Brothers January 1999 - May 2004
Kolhberg, Kravis Roberts & Co January 1990 - January 1999
Drexel Burnham Lambert March 1986 - February 1990
Education
Columbia University in the City of New York 1981 — 1983
Master of Business Administration (M.B.A.), Finance, General
Brown University 1979 — 1981
Master of Arts (M.A.), International Economics
Harvard University 1975 — 1979
A.B., Economics
Choate Rosemary Hall 1972 — 1975
Diploma, General Studies
Capricorn Partners January 2001 - Present
Lehman Brothers January 1999 - May 2004
Kolhberg, Kravis Roberts & Co January 1990 - January 1999
Drexel Burnham Lambert March 1986 - February 1990
Education
Columbia University in the City of New York 1981 — 1983
Master of Business Administration (M.B.A.), Finance, General
Brown University 1979 — 1981
Master of Arts (M.A.), International Economics
Harvard University 1975 — 1979
A.B., Economics
Choate Rosemary Hall 1972 — 1975
Diploma, General Studies
Tate Huffard Tate Huffard's Lehman Brothers Experience June 2008 - August 2008
Job Operations Manager at American Giant
Industry Internet
Experience
American Giant December 2012 - Present
Identified October 2011 - May 2012
Identified July 2010 - October 2011
Barclays Capital June 2009 - July 2010
Lehman Brothers June 2008 - August 2008
Education
Brown University 2005 — 2009
BA, Economics
Deerfield Academy 2002 — 2005
American Giant December 2012 - Present
Identified October 2011 - May 2012
Identified July 2010 - October 2011
Barclays Capital June 2009 - July 2010
Lehman Brothers June 2008 - August 2008
Education
Brown University 2005 — 2009
BA, Economics
Deerfield Academy 2002 — 2005
John Merrick John Merrick's Lehman Brothers Experience 1988 - 1994
Job Richard S. Reynolds Professor of Finance at College of William and Mary
Industry Higher Education
Experience
College of William and Mary August 2005 - Present
Baruch College 2001 - 2005
NYU Stern School of Business 1999 - 2001
Barclay Investments, Inc. 1994 - 1999
Lehman Brothers 1988 - 1994
NYU Stern School of Business 1980 - 1988
Skills
Financial Analysis, Finance, Financial Modeling, Higher Education, Quantitative Analytics, Econometrics, Economics
Education
Brown University 1976 — 1980
Ph.D., Economics
La Salle University 1972 — 1976
B.A., Economics
The College of William and Mary - The Mason School of Business
College of William and Mary August 2005 - Present
Baruch College 2001 - 2005
NYU Stern School of Business 1999 - 2001
Barclay Investments, Inc. 1994 - 1999
Lehman Brothers 1988 - 1994
NYU Stern School of Business 1980 - 1988
Skills
Financial Analysis, Finance, Financial Modeling, Higher Education, Quantitative Analytics, Econometrics, Economics
Education
Brown University 1976 — 1980
Ph.D., Economics
La Salle University 1972 — 1976
B.A., Economics
The College of William and Mary - The Mason School of Business
Scott Kreitz Scott Kreitz's Lehman Brothers Experience November 2006 - March 2008
Job Vice President, CCAR Process Oversight & Control at Barclays
Industry Financial Services
Experience
Barclays July 2015 - Present
Barclays January 2013 - Present
Barclays July 2010 - December 2012
Koger Inc March 2009 - July 2010
Permal Asset Management July 2008 - November 2008
Lehman Brothers November 2006 - March 2008
Lehman Brothers January 2003 - November 2006
Deutsche Bank January 2000 - January 2003
Investors Bank & Trust June 1998 - January 2000
Skills
Derivatives, Valuation, Hedge Funds, Fixed Income, Due Diligence, Analytics, Financial Markets, FX Options, Microsoft Excel, Bonds, Business Analytics, MIS, Market Data, FX, Interest Rate Swaps, Big Data, Investor Relations, Client Analysis, Rates, Competitive Analysis, Excel, Industry Analysis, Business Objects, Reporting & Analysis, Debt, Investment Valuation, Credit Derivatives, Interest Rate..., Equities, Capital Markets, Management, Finance, Analysis, Investments, Financial Modeling, Financial Services, Financial Analysis, Bloomberg, Banking, Business Analysis, Marketing, Series 7, Securities, Project Management, Credit, Emerging Markets, Alternative Investments, Leadership, Executive Management, Strategy
Education
Brown University
MSc, Marine Organic Chemistry and Climatology
Barclays July 2015 - Present
Barclays January 2013 - Present
Barclays July 2010 - December 2012
Koger Inc March 2009 - July 2010
Permal Asset Management July 2008 - November 2008
Lehman Brothers November 2006 - March 2008
Lehman Brothers January 2003 - November 2006
Deutsche Bank January 2000 - January 2003
Investors Bank & Trust June 1998 - January 2000
Skills
Derivatives, Valuation, Hedge Funds, Fixed Income, Due Diligence, Analytics, Financial Markets, FX Options, Microsoft Excel, Bonds, Business Analytics, MIS, Market Data, FX, Interest Rate Swaps, Big Data, Investor Relations, Client Analysis, Rates, Competitive Analysis, Excel, Industry Analysis, Business Objects, Reporting & Analysis, Debt, Investment Valuation, Credit Derivatives, Interest Rate..., Equities, Capital Markets, Management, Finance, Analysis, Investments, Financial Modeling, Financial Services, Financial Analysis, Bloomberg, Banking, Business Analysis, Marketing, Series 7, Securities, Project Management, Credit, Emerging Markets, Alternative Investments, Leadership, Executive Management, Strategy
Education
Brown University
MSc, Marine Organic Chemistry and Climatology
Jim Jaroschak Jim Jaroschak's Lehman Brothers Experience August 2000 - December 2003
Job Verity Inspections
Industry Information Services
Experience
Verity Inspections January 2015 - Present
Centro Inspection Agency August 2003 - November 2014
Lehman Brothers August 2000 - December 2003
Bethlehem Steel Corporation August 1995 - June 1998
Skills
Valuation, Hedge Funds, Financial Modeling, Private Equity, Mergers & Acquisitions, Investments, Portfolio Management, Alternative Investments, Financial Analysis, Due Diligence, Corporate Finance, Asset Management, Equities, Risk Management, Strategy, Financial Services
Education
Washington University in St. Louis - Olin Business School 1998 — 2000
MBA, Finance, Accounting
Bucknell University 1991 — 1995
BA, Economics
Phillipsburg High School 1988 — 1991
Verity Inspections January 2015 - Present
Centro Inspection Agency August 2003 - November 2014
Lehman Brothers August 2000 - December 2003
Bethlehem Steel Corporation August 1995 - June 1998
Skills
Valuation, Hedge Funds, Financial Modeling, Private Equity, Mergers & Acquisitions, Investments, Portfolio Management, Alternative Investments, Financial Analysis, Due Diligence, Corporate Finance, Asset Management, Equities, Risk Management, Strategy, Financial Services
Education
Washington University in St. Louis - Olin Business School 1998 — 2000
MBA, Finance, Accounting
Bucknell University 1991 — 1995
BA, Economics
Phillipsburg High School 1988 — 1991
Claudine Locascio Claudine Locascio's Lehman Brothers Experience 1993 - 1998
Job Executive Director at Japan America Society of Colorado
Industry International Affairs
Experience
Japan America Society of Colorado January 2012 - Present
Saint Vincent de Paul Catholic Parish & School 2008 - 2012
Think 360 Arts Complete Education 2003 - 2008
Japan America Society of Colorado 1998 - 2000
Lehman Brothers 1993 - 1998
Industrial Bank of Japan 1991 - 1993
Skills
Fundraising, Non-profits, Public Speaking, Social Media, Event Planning, Volunteer Management, Public Relations, Community Outreach, Strategic Planning, Event Management, Editing, Grant Writing, Research, Program Development, Non-profit..., Non-profit Program..., Membership Relations, Membership Development, Marketing Communications, Strategic Communications, International Relations, Grants, Volunteering, Budgets, Intercultural..., Leadership Development, Japanese, Program Evaluation, Organizational..., Nonprofits, Proposal Writing, Board Development, Non-profit Director, Program Management, International Education, Donor Solicitation, Donor Engagement, Non-profit Fund..., Community Development, Donor Development, Philanthropy, Private Foundations, Stewardship, Direct Mail Fundraising, Annual Giving
Education
Bucknell University
Bachelor of Arts, Japanese Language & International Relations
Doshisha University
Japanese language and culture
Japan America Society of Colorado January 2012 - Present
Saint Vincent de Paul Catholic Parish & School 2008 - 2012
Think 360 Arts Complete Education 2003 - 2008
Japan America Society of Colorado 1998 - 2000
Lehman Brothers 1993 - 1998
Industrial Bank of Japan 1991 - 1993
Skills
Fundraising, Non-profits, Public Speaking, Social Media, Event Planning, Volunteer Management, Public Relations, Community Outreach, Strategic Planning, Event Management, Editing, Grant Writing, Research, Program Development, Non-profit..., Non-profit Program..., Membership Relations, Membership Development, Marketing Communications, Strategic Communications, International Relations, Grants, Volunteering, Budgets, Intercultural..., Leadership Development, Japanese, Program Evaluation, Organizational..., Nonprofits, Proposal Writing, Board Development, Non-profit Director, Program Management, International Education, Donor Solicitation, Donor Engagement, Non-profit Fund..., Community Development, Donor Development, Philanthropy, Private Foundations, Stewardship, Direct Mail Fundraising, Annual Giving
Education
Bucknell University
Bachelor of Arts, Japanese Language & International Relations
Doshisha University
Japanese language and culture
Don Piombo Don Piombo's Lehman Brothers Experience June 2008 - September 2008
Job Client Business Services/Relationship Manager at Private Client Resources
Industry Financial Services
Experience
Private Client Resources April 2013 - Present
Bavaro Tours LLC January 2012 - December 2012
Barclays Wealth and Investment Management September 2008 - November 2011
Lehman Brothers June 2008 - September 2008
Lehman Brothers July 2007 - March 2008
Skills
Fixed Income, Equities, Management, CRM, Investment Banking, Portfolio Management, Financial Services, Alternative Investments
Education
Bryant University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Sacred Heart High School
Private Client Resources April 2013 - Present
Bavaro Tours LLC January 2012 - December 2012
Barclays Wealth and Investment Management September 2008 - November 2011
Lehman Brothers June 2008 - September 2008
Lehman Brothers July 2007 - March 2008
Skills
Fixed Income, Equities, Management, CRM, Investment Banking, Portfolio Management, Financial Services, Alternative Investments
Education
Bryant University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Sacred Heart High School
Daisy Wademan Dowling's Lehman Brothers Experience July 2007 - July 2008
Job Managing Director, Chief Operating Officer / Human Resources Group at Blackstone
Industry Human Resources
Experience
The Blackstone Group February 2015 - Present
The Blackstone Group May 2012 - Present
Morgan Stanley July 2008 - May 2012
Lehman Brothers July 2007 - July 2008
Goldman Sachs January 2005 - June 2007
Harvard Business School Publishing June 2002 - December 2004
JP Morgan June 1996 - December 2000
Education
Harvard Business School 2001 — 2002
MBA
Brown University 1992 — 1996
AB, History; French
Institut d'Etudes Politiques - Paris 1994 — 1995
Year Abroad
The Blackstone Group February 2015 - Present
The Blackstone Group May 2012 - Present
Morgan Stanley July 2008 - May 2012
Lehman Brothers July 2007 - July 2008
Goldman Sachs January 2005 - June 2007
Harvard Business School Publishing June 2002 - December 2004
JP Morgan June 1996 - December 2000
Education
Harvard Business School 2001 — 2002
MBA
Brown University 1992 — 1996
AB, History; French
Institut d'Etudes Politiques - Paris 1994 — 1995
Year Abroad
Jeremy Wegner's Lehman Brothers Experience October 2000 - September 2008
Job
Industry Investment Banking
Experience
Starwood Hotels & Resorts Worldwide, Inc. July 2012 - Present
Barclays Capital September 2008 - July 2012
Lehman Brothers October 2000 - September 2008
Credit Suisse July 1998 - October 2000
Skills
Valuation, Capital Markets, Investment Banking, Financial Modeling, Due Diligence, Private Equity, Corporate Finance, High Yield, Financial Structuring, Equities, LBO, Financial Analysis
Education
Brown University 1994 — 1998
AB, Economics
Starwood Hotels & Resorts Worldwide, Inc. July 2012 - Present
Barclays Capital September 2008 - July 2012
Lehman Brothers October 2000 - September 2008
Credit Suisse July 1998 - October 2000
Skills
Valuation, Capital Markets, Investment Banking, Financial Modeling, Due Diligence, Private Equity, Corporate Finance, High Yield, Financial Structuring, Equities, LBO, Financial Analysis
Education
Brown University 1994 — 1998
AB, Economics
Mike Minghenelli's Lehman Brothers Experience July 2005 - September 2008
Job
Industry Computer Software
Experience
Nomura Securities June 2009 - Present
Barclays Capital September 2008 - June 2009
Lehman Brothers July 2005 - September 2008
Intraprise Solutions, Inc June 2000 - July 2005
FCG 1997 - 2001
Skills
Software Project..., Java, Enterprise Software, Capital Markets, Software Development, Equities, Electronic Trading, Trading, Fixed Income, Sybase, Derivatives, Trading Systems, XML, TIBCO Rendezvous, Market Data, SQL, Credit Derivatives, Low Latency, Interest Rate..., SDLC
Education
Stevens Institute Of Technology 2001 — 2005
Masters, Information Systems
Bucknell University 1993 — 1997
BS, Computer Science
Columbia High School
Columbia High School
Columbia High School
Columbia High School
Nomura Securities June 2009 - Present
Barclays Capital September 2008 - June 2009
Lehman Brothers July 2005 - September 2008
Intraprise Solutions, Inc June 2000 - July 2005
FCG 1997 - 2001
Skills
Software Project..., Java, Enterprise Software, Capital Markets, Software Development, Equities, Electronic Trading, Trading, Fixed Income, Sybase, Derivatives, Trading Systems, XML, TIBCO Rendezvous, Market Data, SQL, Credit Derivatives, Low Latency, Interest Rate..., SDLC
Education
Stevens Institute Of Technology 2001 — 2005
Masters, Information Systems
Bucknell University 1993 — 1997
BS, Computer Science
Columbia High School
Columbia High School
Columbia High School
Columbia High School
Jamie P. Scanlon's Lehman Brothers Experience March 2000 - February 2003
Job Managing Director European, UK & Emerging Market Sales Trading at Keefe, Bruyette & Woods, Inc.
Industry Financial Services
Experience
Keefe, Bruyette & Woods August 2004 - Present
Natixis (was CDC IXIS) February 2003 - August 2004
Lehman Brothers March 2000 - February 2003
Morgan Stanley May 1996 - February 2000
Skills
Hedge Funds, Equities, Investment Banking, Emerging Markets, Institutional, Emerging, European & UK..., European Equity, Equity Trading, Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Bonds, Capital Markets, Derivatives, ETFs, Electronic Trading, Equity Research, Financial Markets, Financial Modeling, Financial Services, Fixed Income, Investments, Options, Portfolio Management, Securities, Series 63, Series 7, Structured Products, Trading, Finance, Management, Trading Systems, Valuation, Financial Analysis, Banking, Risk Management, Investment Management, Financial Risk, Investment Strategies, Corporate Finance, Mutual Funds, Private Equity
Education
Bryant University 1993 — 1995
BS, Finance
Quinnipiac University 1991 — 1993
BS, Finance
LaSalle Academy 1987 — 1991
High School
St. Philips 1979 — 1987
Certifications
Keefe, Bruyette & Woods August 2004 - Present
Natixis (was CDC IXIS) February 2003 - August 2004
Lehman Brothers March 2000 - February 2003
Morgan Stanley May 1996 - February 2000
Skills
Hedge Funds, Equities, Investment Banking, Emerging Markets, Institutional, Emerging, European & UK..., European Equity, Equity Trading, Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Bonds, Capital Markets, Derivatives, ETFs, Electronic Trading, Equity Research, Financial Markets, Financial Modeling, Financial Services, Fixed Income, Investments, Options, Portfolio Management, Securities, Series 63, Series 7, Structured Products, Trading, Finance, Management, Trading Systems, Valuation, Financial Analysis, Banking, Risk Management, Investment Management, Financial Risk, Investment Strategies, Corporate Finance, Mutual Funds, Private Equity
Education
Bryant University 1993 — 1995
BS, Finance
Quinnipiac University 1991 — 1993
BS, Finance
LaSalle Academy 1987 — 1991
High School
St. Philips 1979 — 1987
Certifications
Mitch (Mitra) Singh's Lehman Brothers Experience March 1996 - February 2003
Job Sr. Systems Analyst/EPIC at Memorial Healthcare System
Industry Hospital & Health Care
Experience
Memorial Healthcare System October 2012 - Present
The Kiskadee Group December 2009 - Present
Broward Health (North Broward Hospital District) February 2006 - October 2012
3M/SoftMed Systems, Inc. February 2003 - February 2006
Dr. Notes 2002 - 2004
Lehman Brothers March 1996 - February 2003
Barclays Capital March 1988 - January 1996
Skills
Healthcare, Training, Healthcare Information..., Security, Project Management, SQL, Business Analysis, Visio, Software Documentation, Software Project..., Cerner, Disaster Recovery, EHR, Leadership, Analysis, Unix
Education
Pace University 1988 — 1992
Bachelors
Broward Community College 2011 — 2012
Certificate Program
Indians Education Trust College 1978 — 1982
GCE
Ongoing 1991 — 2010
Certifications
Memorial Healthcare System October 2012 - Present
The Kiskadee Group December 2009 - Present
Broward Health (North Broward Hospital District) February 2006 - October 2012
3M/SoftMed Systems, Inc. February 2003 - February 2006
Dr. Notes 2002 - 2004
Lehman Brothers March 1996 - February 2003
Barclays Capital March 1988 - January 1996
Skills
Healthcare, Training, Healthcare Information..., Security, Project Management, SQL, Business Analysis, Visio, Software Documentation, Software Project..., Cerner, Disaster Recovery, EHR, Leadership, Analysis, Unix
Education
Pace University 1988 — 1992
Bachelors
Broward Community College 2011 — 2012
Certificate Program
Indians Education Trust College 1978 — 1982
GCE
Ongoing 1991 — 2010
Certifications
Rene Ovalle's Lehman Brothers Experience 1998 - 2000
Job Head of Quality Assurance Direct Edge LLC
Industry Financial Services
Experience
Bloomberg LP July 2015 - Present
Direct Edge, A BATS Global Markets Company December 2008 - February 2015
ISE October 2006 - December 2008
Oasis Construction May 2004 - October 2006
jpmorgan chase 2000 - 2004
Lehman Brothers 1998 - 2000
Instinet Incorporated 1995 - 1998
Skills
Quality Assurance, Market Data, Electronic Trading, Trading Systems, SDLC, Agile Methodologies, User Acceptance Testing, Equities, Trading, Financial Markets, Risk Management, Derivatives, Testing, Options, Business Analysis, ITIL, Software Quality..., Management, Fixed Income, Financial Services, Analysis, Securities, Disaster Recovery, Unix, Requirements Analysis, Capital Markets, PMO, Software Development
Education
Brown University 1989 — 1993
Bachelor of Science (BS), Business and Economics
Bloomberg LP July 2015 - Present
Direct Edge, A BATS Global Markets Company December 2008 - February 2015
ISE October 2006 - December 2008
Oasis Construction May 2004 - October 2006
jpmorgan chase 2000 - 2004
Lehman Brothers 1998 - 2000
Instinet Incorporated 1995 - 1998
Skills
Quality Assurance, Market Data, Electronic Trading, Trading Systems, SDLC, Agile Methodologies, User Acceptance Testing, Equities, Trading, Financial Markets, Risk Management, Derivatives, Testing, Options, Business Analysis, ITIL, Software Quality..., Management, Fixed Income, Financial Services, Analysis, Securities, Disaster Recovery, Unix, Requirements Analysis, Capital Markets, PMO, Software Development
Education
Brown University 1989 — 1993
Bachelor of Science (BS), Business and Economics
Jeffrey Rabel's Lehman Brothers Experience March 2006 - September 2008
Job Managing Director at Intermediate Capital Group
Industry Financial Services
Experience
Intermediate Capital Group September 2015 - Present
Barclays Capital April 2006 - August 2015
Lehman Brothers March 2006 - September 2008
Credit Suisse July 2002 - April 2006
Ernst & Young LLP 1997 - 2001
Education
Northwestern University - Kellogg School of Management 2001 — 2002
MBA, Finance and Management and Strategy
Bucknell University 1993 — 1997
BSBA, Accounting and Economics
Intermediate Capital Group September 2015 - Present
Barclays Capital April 2006 - August 2015
Lehman Brothers March 2006 - September 2008
Credit Suisse July 2002 - April 2006
Ernst & Young LLP 1997 - 2001
Education
Northwestern University - Kellogg School of Management 2001 — 2002
MBA, Finance and Management and Strategy
Bucknell University 1993 — 1997
BSBA, Accounting and Economics
Nat Mason's Lehman Brothers Experience April 1991 - February 1994
Job Director of Marketing / Contest & Incentives / Pricing at Infiniti USA
Industry Automotive
Experience
Infiniti USA March 2012 - Present
Nissan North America March 2007 - June 2012
Ford Motor Company 1998 - 2007
MD Sass June 1995 - July 1996
Bankers Trust March 1994 - June 1995
Lehman Brothers April 1991 - February 1994
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2010
MBA- Executive, Leadership Development
Duke Fuqua School of Business 2000 — 2000
MBA Executive, Marketing
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
MBA, Marketing / Finance
Brown University 1984 — 1988
BA, Business Economics
Infiniti USA March 2012 - Present
Nissan North America March 2007 - June 2012
Ford Motor Company 1998 - 2007
MD Sass June 1995 - July 1996
Bankers Trust March 1994 - June 1995
Lehman Brothers April 1991 - February 1994
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2010
MBA- Executive, Leadership Development
Duke Fuqua School of Business 2000 — 2000
MBA Executive, Marketing
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
MBA, Marketing / Finance
Brown University 1984 — 1988
BA, Business Economics
B. Andrew H. Spence's Lehman Brothers Experience 1990 - 1995
Job Agincourt Capital Partners
Industry Financial Services
Experience
Agincourt Capital Partners 2006 - Present
Tri-Artisan Partners 2003 - 2006
ABN AMRO Bank N.V. (Successor to ING Barings Furman Selz) 1995 - 2002
Lehman Brothers 1990 - 1995
Skills
Private Equity, Investment Banking, Mergers, Valuation, Corporate Finance, Corporate Development, Venture Capital, LBO, Investments, Mergers & Acquisitions, Equities, Capital Markets, Due Diligence, Portfolio Management, Financial Modeling, M&A experience, Hedge Funds, Business Valuation, Asset Management, Alternative Investments, Acquisitions, Private Placements, Divestitures, Growth Capital, DCF, IPO, Financial Structuring, Leveraged Finance, Investor Relations, Capital, Emerging Markets, Capital Raising, Mezzanine, Buyouts
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance, General
Bucknell University 1981 — 1985
Bachelor's degree, Economics and English Literature
Agincourt Capital Partners 2006 - Present
Tri-Artisan Partners 2003 - 2006
ABN AMRO Bank N.V. (Successor to ING Barings Furman Selz) 1995 - 2002
Lehman Brothers 1990 - 1995
Skills
Private Equity, Investment Banking, Mergers, Valuation, Corporate Finance, Corporate Development, Venture Capital, LBO, Investments, Mergers & Acquisitions, Equities, Capital Markets, Due Diligence, Portfolio Management, Financial Modeling, M&A experience, Hedge Funds, Business Valuation, Asset Management, Alternative Investments, Acquisitions, Private Placements, Divestitures, Growth Capital, DCF, IPO, Financial Structuring, Leveraged Finance, Investor Relations, Capital, Emerging Markets, Capital Raising, Mezzanine, Buyouts
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance, General
Bucknell University 1981 — 1985
Bachelor's degree, Economics and English Literature
Susan Scroggie's Lehman Brothers Experience September 2001 - October 2008
Job Vice President at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank October 2008 - Present
Lehman Brothers September 2001 - October 2008
Education
Duke University - The Fuqua School of Business 1996 — 1998
MBA
Bucknell University 1987 — 1991
BA, Psychology
Barclays Investment Bank October 2008 - Present
Lehman Brothers September 2001 - October 2008
Education
Duke University - The Fuqua School of Business 1996 — 1998
MBA
Bucknell University 1987 — 1991
BA, Psychology
Elizabeth Wilkinson's Lehman Brothers Experience 2007 - 2008
Job Associate at Mintz Levin
Industry Law Practice
Experience
Mintz Levin November 2013 - Present
Jones Day October 2009 - October 2013
Lehman Brothers 2007 - 2008
Education
New York University School of Law 2006 — 2009
Juris Doctorate
Brown University 2002 — 2006
B.A., History
The Lawrenceville School 1998 — 2002
Mintz Levin November 2013 - Present
Jones Day October 2009 - October 2013
Lehman Brothers 2007 - 2008
Education
New York University School of Law 2006 — 2009
Juris Doctorate
Brown University 2002 — 2006
B.A., History
The Lawrenceville School 1998 — 2002
Ed Fuchs, CPA, CMB's Lehman Brothers Experience 1987 - 1989
Job VP, Capital Markets
Industry Financial Services
Experience
Paramount Equity Mortgage 2011 - Present
NetMore America, Inc 2008 - 2011
Genworth Financial 2007 - 2008
Central Pacific Mortgage 1992 - 2007
Pacific Stock Exchange October 1989 - September 1991
Lehman Brothers 1987 - 1989
Arthur Young 1986 - 1987
Skills
Mortgage Banking, Portfolio Management, Business Strategy, Management, Mortgage Lending, Loan Origination, Loans, Executive Management, Residential Mortgages, Capital Markets, Credit, Refinance, Banking, FHA, Underwriting, Finance
Education
Bucknell University 1983 — 1987
BSBA, Accounting
Paramount Equity Mortgage 2011 - Present
NetMore America, Inc 2008 - 2011
Genworth Financial 2007 - 2008
Central Pacific Mortgage 1992 - 2007
Pacific Stock Exchange October 1989 - September 1991
Lehman Brothers 1987 - 1989
Arthur Young 1986 - 1987
Skills
Mortgage Banking, Portfolio Management, Business Strategy, Management, Mortgage Lending, Loan Origination, Loans, Executive Management, Residential Mortgages, Capital Markets, Credit, Refinance, Banking, FHA, Underwriting, Finance
Education
Bucknell University 1983 — 1987
BSBA, Accounting
Brian Bailey's Lehman Brothers Experience June 2006 - September 2008
Job Executive Director at MSCI Inc.
Industry Financial Services
Experience
MSCI Inc. July 2014 - Present
Credit Suisse May 2010 - July 2014
Barclays Capital September 2008 - May 2010
Lehman Brothers June 2006 - September 2008
Fitch Ratings June 2004 - June 2006
The Office of the Connecticut State Treasuer January 1999 - August 2002
Kennelly For Governor September 1997 - December 1998
Skills
Securitization, Analytics, Structured Finance, Capital Markets, Derivatives, Fixed Income, Investment Banking, Strategic Planning, Structured Products, Equities, Portfolio Management, single dealer platforms, Management Information..., eCommerce, Online Information..., Mobile Applications, User Interface Design, Manage Client..., Presenting to Clients, E-commerce
Education
Yale University - Yale School of Management 2002 — 2004
MBA
Bucknell University 1992 — 1996
BS, Sociology
Semester at Sea 1995 — 1995
Choate Rosemary Hall 1988 — 1992
MSCI Inc. July 2014 - Present
Credit Suisse May 2010 - July 2014
Barclays Capital September 2008 - May 2010
Lehman Brothers June 2006 - September 2008
Fitch Ratings June 2004 - June 2006
The Office of the Connecticut State Treasuer January 1999 - August 2002
Kennelly For Governor September 1997 - December 1998
Skills
Securitization, Analytics, Structured Finance, Capital Markets, Derivatives, Fixed Income, Investment Banking, Strategic Planning, Structured Products, Equities, Portfolio Management, single dealer platforms, Management Information..., eCommerce, Online Information..., Mobile Applications, User Interface Design, Manage Client..., Presenting to Clients, E-commerce
Education
Yale University - Yale School of Management 2002 — 2004
MBA
Bucknell University 1992 — 1996
BS, Sociology
Semester at Sea 1995 — 1995
Choate Rosemary Hall 1988 — 1992
Christina Pae's Lehman Brothers Experience 2006 - 2008
Job entrepreneur
Industry Investment Banking
Experience
Mitsubishi UFJ Securities (USA), Inc. April 2010 - April 2013
Lehman Brothers 2006 - 2008
Morgan Stanley 1998 - 2006
Education
Harvard Law School 1991 — 1994
Brown University 1987 — 1990
AB, Russian Studies
Mitsubishi UFJ Securities (USA), Inc. April 2010 - April 2013
Lehman Brothers 2006 - 2008
Morgan Stanley 1998 - 2006
Education
Harvard Law School 1991 — 1994
Brown University 1987 — 1990
AB, Russian Studies
Jennifer Gartner's Lehman Brothers Experience February 2008 - September 2008
Job Assistant Vice President, Event and Roadshow Marketing, Barclays Capital
Industry Events Services
Experience
Barclays Capital March 2012 - Present
Barclays Capital September 2008 - February 2012
Lehman Brothers February 2008 - September 2008
The Fresh Air Fund 1995 - 2008
Education
Brown University
B.A.
Barclays Capital March 2012 - Present
Barclays Capital September 2008 - February 2012
Lehman Brothers February 2008 - September 2008
The Fresh Air Fund 1995 - 2008
Education
Brown University
B.A.
Jamie Kaufman's Lehman Brothers Experience 2004 - 2006
Job Moelis Capital Partners
Industry Venture Capital & Private Equity
Experience
Moelis Capital Partners September 2010 - Present
American Securities Capital Partners August 2006 - July 2008
Lehman Brothers 2004 - 2006
Education
Harvard Business School 2008 — 2010
MBA
Brown University 2000 — 2004
Moelis Capital Partners September 2010 - Present
American Securities Capital Partners August 2006 - July 2008
Lehman Brothers 2004 - 2006
Education
Harvard Business School 2008 — 2010
MBA
Brown University 2000 — 2004
Janine Coletta's Lehman Brothers Experience 1997 - 2000
Job VP HR Business Partner, Nielsen Online
Industry Market Research
Experience
The Nielsen Company 2008 - Present
The Nielsen Company 2000 - 2008
Lehman Brothers 1997 - 2000
Kwasha Lipton 1994 - 1997
Education
Bucknell University 1990 — 1994
The Nielsen Company 2008 - Present
The Nielsen Company 2000 - 2008
Lehman Brothers 1997 - 2000
Kwasha Lipton 1994 - 1997
Education
Bucknell University 1990 — 1994
Raymond Turro, CFA's Lehman Brothers Experience July 1986 - January 1994
Job Senior Manager, High Yield, Emerging Market & Bank Loan Evaluations at Interactive Data
Industry Financial Services
Experience
Interactive Data March 2015 - Present
Interactive Data January 2014 - March 2015
Interactive Data April 2011 - January 2014
LPL April 2009 - April 2011
Randy Neumann & Associates November 2008 - April 2011
Turro Financial, LLC October 2007 - April 2011
Citigroup January 1994 - August 2007
Smith Barney 1994 - 1998
Lehman Brothers July 1986 - January 1994
Skills
Investment Advisory, Trading, Bonds, Portfolio Management, Series 7, Strategic Financial..., Equities, Fixed Income, Emerging Markets, Derivatives, Valuation, Securities, Wealth Management, Risk Management, Mutual Funds, Capital Markets, Investments, FINRA, Trading Systems, Series 63, Asset Management, Investment Strategies, Wealth Management..., Finance, Structured Products, Commodity, Hedge Funds, Financial Markets, Alternative Investments, Asset Allocation, Options, Bloomberg, ETFs, Financial Services, Investment Banking, Investment Management, Financial Planning
Education
Bucknell University 1982 — 1986
Midland Park High School 1978 — 1982
HS Diploma
Interactive Data March 2015 - Present
Interactive Data January 2014 - March 2015
Interactive Data April 2011 - January 2014
LPL April 2009 - April 2011
Randy Neumann & Associates November 2008 - April 2011
Turro Financial, LLC October 2007 - April 2011
Citigroup January 1994 - August 2007
Smith Barney 1994 - 1998
Lehman Brothers July 1986 - January 1994
Skills
Investment Advisory, Trading, Bonds, Portfolio Management, Series 7, Strategic Financial..., Equities, Fixed Income, Emerging Markets, Derivatives, Valuation, Securities, Wealth Management, Risk Management, Mutual Funds, Capital Markets, Investments, FINRA, Trading Systems, Series 63, Asset Management, Investment Strategies, Wealth Management..., Finance, Structured Products, Commodity, Hedge Funds, Financial Markets, Alternative Investments, Asset Allocation, Options, Bloomberg, ETFs, Financial Services, Investment Banking, Investment Management, Financial Planning
Education
Bucknell University 1982 — 1986
Midland Park High School 1978 — 1982
HS Diploma
Brantly Harris's Lehman Brothers Experience September 2007 - September 2008
Job Programmer/Analyst at Hedge Fund
Industry Investment Banking
Experience
Hedge Fund September 2008 - Present
Lehman Brothers September 2007 - September 2008
Merrill Lynch 2003 - 2007
Education
Brown University 2003 — 2007
BA, Computer Science, Minor in Finance
Columbia University - Columbia Business School
Masters, Financial Engineering
University of Pennsylvania
Summer Program
Hedge Fund September 2008 - Present
Lehman Brothers September 2007 - September 2008
Merrill Lynch 2003 - 2007
Education
Brown University 2003 — 2007
BA, Computer Science, Minor in Finance
Columbia University - Columbia Business School
Masters, Financial Engineering
University of Pennsylvania
Summer Program
Winston Kung's Lehman Brothers Experience May 2007 - September 2008
Job Chief Business Officer, Celgene Cellular Therapeutics
Industry Biotechnology
Experience
Celgene April 2013 - Present
Citi June 2010 - April 2013
Barclays September 2008 - June 2010
Lehman Brothers May 2007 - September 2008
Amgen August 2004 - May 2007
Genentech November 1999 - September 2002
Skills
Investment Banking, Financial Modeling, Capital Markets, Valuation, Equities, Corporate Finance, Private Equity, Due Diligence, Hedge Funds, Investments, Bloomberg, LBO
Education
Harvard Business School 2002 — 2004
Master of Business Administration (MBA)
Brown University 1993 — 1997
Bachelor of Arts (B.A.), Biology, International Relations
Celgene April 2013 - Present
Citi June 2010 - April 2013
Barclays September 2008 - June 2010
Lehman Brothers May 2007 - September 2008
Amgen August 2004 - May 2007
Genentech November 1999 - September 2002
Skills
Investment Banking, Financial Modeling, Capital Markets, Valuation, Equities, Corporate Finance, Private Equity, Due Diligence, Hedge Funds, Investments, Bloomberg, LBO
Education
Harvard Business School 2002 — 2004
Master of Business Administration (MBA)
Brown University 1993 — 1997
Bachelor of Arts (B.A.), Biology, International Relations
Darren Bloch's Lehman Brothers Experience 1997 - 2008
Job Trading Solutions Sales Mgr
Industry Program Development
Experience
Bloomberg LP January 2014 - Present
Bloomberg May 2008 - Present
Lehman Brothers 1997 - 2008
Skills
Sales, Bloomberg, Capital Markets
Education
Bucknell University 1992 — 1996
BA, Economics, History, Marine Biology
Bloomberg LP January 2014 - Present
Bloomberg May 2008 - Present
Lehman Brothers 1997 - 2008
Skills
Sales, Bloomberg, Capital Markets
Education
Bucknell University 1992 — 1996
BA, Economics, History, Marine Biology
Tom Steckroth's Lehman Brothers Experience December 2007 - September 2008
Job Associate Director: Credit Sales
Industry Financial Services
Experience
National Australia Bank October 2014 - Present
Barclays Investment Bank October 2013 - September 2014
Barclays Investment Bank February 2013 - October 2013
Barclays Investment Bank January 2010 - February 2013
Barclays Capital 2008 - January 2010
Lehman Brothers December 2007 - September 2008
KPMG 2005 - 2007
Skills
Series 7, Series 63, Investments, Sales, Accounting, Business Strategy, Strengthening Client..., Maintaining Strong..., equity strategy, Fixed Income Analysis, Bloomberg, Capital Markets, Marketing, Equities
Education
Bucknell University 2001 — 2005
Bachelor of Science (BS), Accounting
Seton Hall University 2005 — 2006
Masters, Professional Accounting
RBR
National Australia Bank October 2014 - Present
Barclays Investment Bank October 2013 - September 2014
Barclays Investment Bank February 2013 - October 2013
Barclays Investment Bank January 2010 - February 2013
Barclays Capital 2008 - January 2010
Lehman Brothers December 2007 - September 2008
KPMG 2005 - 2007
Skills
Series 7, Series 63, Investments, Sales, Accounting, Business Strategy, Strengthening Client..., Maintaining Strong..., equity strategy, Fixed Income Analysis, Bloomberg, Capital Markets, Marketing, Equities
Education
Bucknell University 2001 — 2005
Bachelor of Science (BS), Accounting
Seton Hall University 2005 — 2006
Masters, Professional Accounting
RBR
Anne Benbow's Lehman Brothers Experience February 1996 - February 1997
Job Retired
Industry Management Consulting
Experience
Spencer Stuart April 2006 - September 2011
DHL 2004 - 2006
NOL 2000 - 2003
Regulus Group 1997 - 2000
Lehman Brothers February 1996 - February 1997
JP Morgan Chase Bank 1981 - 1996
The Chase Manhattan Bank 1981 - 1996
Skills
Talent Management, Performance Management, Succession Planning, Change Management, Organizational Design, Organizational..., Employee Relations, Leadership Development, Personnel Management, Talent Acquisition, Employee Engagement, Executive Coaching, Human Resources, Management, Deferred Compensation, Organizational..., Operations Management, Workshop Facilitation, Strategic Planning, Business Strategy, Executive Search, Management Consulting, Workforce Planning, Career Development, Executive Management
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, International Management
Bucknell University
BA, Psychology
Spencer Stuart April 2006 - September 2011
DHL 2004 - 2006
NOL 2000 - 2003
Regulus Group 1997 - 2000
Lehman Brothers February 1996 - February 1997
JP Morgan Chase Bank 1981 - 1996
The Chase Manhattan Bank 1981 - 1996
Skills
Talent Management, Performance Management, Succession Planning, Change Management, Organizational Design, Organizational..., Employee Relations, Leadership Development, Personnel Management, Talent Acquisition, Employee Engagement, Executive Coaching, Human Resources, Management, Deferred Compensation, Organizational..., Operations Management, Workshop Facilitation, Strategic Planning, Business Strategy, Executive Search, Management Consulting, Workforce Planning, Career Development, Executive Management
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, International Management
Bucknell University
BA, Psychology
Mark Zeldis's Lehman Brothers Experience July 2001 - June 2005
Job Software Developer at Walleye Trading
Industry Financial Services
Experience
Walleye Trading June 2005 - Present
Lehman Brothers July 2001 - June 2005
Skills
Java, Unix, Linux, SQL, Software Development, Algorithms, Software Engineering, Multithreading, Python, Distributed Systems, Git, C, Agile Methodologies, Perl, Shell Scripting, C++, Unix Shell Scripting
Education
Brown University 1996 — 2000
Walleye Trading June 2005 - Present
Lehman Brothers July 2001 - June 2005
Skills
Java, Unix, Linux, SQL, Software Development, Algorithms, Software Engineering, Multithreading, Python, Distributed Systems, Git, C, Agile Methodologies, Perl, Shell Scripting, C++, Unix Shell Scripting
Education
Brown University 1996 — 2000
Selena J. Roker's Lehman Brothers Experience May 2005 - July 2008
Job Financial Consultant at ChickfilA
Industry Food & Beverages
Experience
Chick-fil-A September 2010 - Present
Loop Capital Markets June 2009 - August 2009
Lehman Brothers May 2005 - July 2008
Education
The University of Chicago 2008 — 2010
Masters of Business Administration, Analytic Finance, Accounting & Strategic Management
Bryn Mawr College 1998 — 2002
BA, Mathematics & Economics
The London School of Economics and Political Science (LSE) 2000 — 2001
Economic History & Mathematics
Jamaica High School
Chick-fil-A September 2010 - Present
Loop Capital Markets June 2009 - August 2009
Lehman Brothers May 2005 - July 2008
Education
The University of Chicago 2008 — 2010
Masters of Business Administration, Analytic Finance, Accounting & Strategic Management
Bryn Mawr College 1998 — 2002
BA, Mathematics & Economics
The London School of Economics and Political Science (LSE) 2000 — 2001
Economic History & Mathematics
Jamaica High School
Erez Biala's Lehman Brothers Experience 2004 - 2008
Job Managing Director, CoHead Global CDO Trading at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company August 2010 - Present
Barclays Capital September 2008 - July 2010
Lehman Brothers 2004 - 2008
Morgan Stanley Dean Witter 2001 - 2004
Education
Brown University 1998 — 2002
Bachelor of Science (B.Sc.), Applied Mathematics and Economics
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA)
Jefferies & Company August 2010 - Present
Barclays Capital September 2008 - July 2010
Lehman Brothers 2004 - 2008
Morgan Stanley Dean Witter 2001 - 2004
Education
Brown University 1998 — 2002
Bachelor of Science (B.Sc.), Applied Mathematics and Economics
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA)
Inna Kapilevich's Lehman Brothers Experience June 2005 - August 2005
Job PhD Candidate at Columbia University
Industry Higher Education
Experience
Columbia University September 2011 - Present
Queens Gateway to Health Sciences February 2011 - June 2011
Stuyvesant High School September 2010 - January 2011
Goldman Sachs July 2007 - February 2009
Merrill Lynch June 2006 - August 2006
Lehman Brothers June 2005 - August 2005
Lehman Brothers June 2004 - August 2004
Skills
Statistics, Research, Data Analysis
Education
Columbia University in the City of New York 2011 — 2016
MA, PhD candidate, Russian Literature
City University of New York 2009 — 2011
Masters, English Education (Secondary)
Brown University
AB, Business Economics
Stuyvesant High School 1999 — 2003
Columbia University September 2011 - Present
Queens Gateway to Health Sciences February 2011 - June 2011
Stuyvesant High School September 2010 - January 2011
Goldman Sachs July 2007 - February 2009
Merrill Lynch June 2006 - August 2006
Lehman Brothers June 2005 - August 2005
Lehman Brothers June 2004 - August 2004
Skills
Statistics, Research, Data Analysis
Education
Columbia University in the City of New York 2011 — 2016
MA, PhD candidate, Russian Literature
City University of New York 2009 — 2011
Masters, English Education (Secondary)
Brown University
AB, Business Economics
Stuyvesant High School 1999 — 2003
Mauricio Fernholz's Lehman Brothers Experience August 2001 - September 2005
Job Managing Director, COO & CFO at Citi Ventures
Industry Financial Services
Experience
Citi Ventures July 2011 - Present
Citigroup December 2009 - January 2012
Citigroup September 2005 - May 2010
Lehman Brothers August 2001 - September 2005
Skills
Investment Banking, Mergers, Portfolio Management, Finance, Valuation, Strategy, Mergers & Acquisitions, Restructuring, Financial Modeling
Education
Harvard Business School 1999 — 2001
MBA
Brown University
BA, Economics
Citi Ventures July 2011 - Present
Citigroup December 2009 - January 2012
Citigroup September 2005 - May 2010
Lehman Brothers August 2001 - September 2005
Skills
Investment Banking, Mergers, Portfolio Management, Finance, Valuation, Strategy, Mergers & Acquisitions, Restructuring, Financial Modeling
Education
Harvard Business School 1999 — 2001
MBA
Brown University
BA, Economics
Nora Ammar's Lehman Brothers Experience 2006 - 2008
Job Strategy Analytics and Business Development at Instabeat
Industry Health, Wellness and Fitness
Experience
Instabeat 2013 - Present
GE Capital 2012 - 2013
InSITE 2010 - 2012
Mubadala Development Company June 2011 - August 2011
Pencils of Promise 2008 - 2010
MTS Health Partners 2008 - 2009
Lehman Brothers 2006 - 2008
Bear Stearns 2004 - 2006
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA (Full-Time MBA Program)
Brown University
Bachelor of Science, Neuroscience
Instabeat 2013 - Present
GE Capital 2012 - 2013
InSITE 2010 - 2012
Mubadala Development Company June 2011 - August 2011
Pencils of Promise 2008 - 2010
MTS Health Partners 2008 - 2009
Lehman Brothers 2006 - 2008
Bear Stearns 2004 - 2006
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA (Full-Time MBA Program)
Brown University
Bachelor of Science, Neuroscience
Jordan Beck's Lehman Brothers Experience June 2002 - June 2006
Job Business Development & Trading at Mariana Capital USA, LLC
Industry Financial Services
Experience
Mariana Capital USA, LLC August 2015 - Present
BTIG-Baypoint Trading LLC June 2008 - July 2015
Deutsche Bank June 2006 - February 2008
Lehman Brothers June 2002 - June 2006
Balyasny Asset Management L.P. December 2001 - June 2002
Neptune Capital Management LLC July 2000 - December 2001
Axiom Capital Management April 1999 - July 2000
Cantor Fitzgerald March 1997 - March 1998
Skills
Equities, Fixed Income, Trading, Asset Management, Hedge Funds, Investments, Alternative Investments, Options, Bloomberg, Derivatives, Capital Markets, Portfolio Management, Equity Trading
Education
Bucknell University 1992 — 1996
Bachelor’s Degree, Economics & History
Mariana Capital USA, LLC August 2015 - Present
BTIG-Baypoint Trading LLC June 2008 - July 2015
Deutsche Bank June 2006 - February 2008
Lehman Brothers June 2002 - June 2006
Balyasny Asset Management L.P. December 2001 - June 2002
Neptune Capital Management LLC July 2000 - December 2001
Axiom Capital Management April 1999 - July 2000
Cantor Fitzgerald March 1997 - March 1998
Skills
Equities, Fixed Income, Trading, Asset Management, Hedge Funds, Investments, Alternative Investments, Options, Bloomberg, Derivatives, Capital Markets, Portfolio Management, Equity Trading
Education
Bucknell University 1992 — 1996
Bachelor’s Degree, Economics & History
Sheldon Tan's Lehman Brothers Experience May 2008 - November 2008
Job Chevron Crude Supply & Trading
Industry Oil & Energy
Experience
Chevron June 2012 - Present
Barclays Capital November 2008 - June 2012
Lehman Brothers May 2008 - November 2008
Johnson & Johnson 2006 - 2008
Skills
Commodity, Valuation, Trading, Derivatives, Product Control, Financial Risk, Financial Analysis, Swaps, Middle Office, Hedging, Risk Management, P&L Explains, P&L attribution, Options
Education
Bucknell University 2002 — 2006
Bachelor of Science (BS), Finance/Management
Chevron June 2012 - Present
Barclays Capital November 2008 - June 2012
Lehman Brothers May 2008 - November 2008
Johnson & Johnson 2006 - 2008
Skills
Commodity, Valuation, Trading, Derivatives, Product Control, Financial Risk, Financial Analysis, Swaps, Middle Office, Hedging, Risk Management, P&L Explains, P&L attribution, Options
Education
Bucknell University 2002 — 2006
Bachelor of Science (BS), Finance/Management
Lori Wasserman's Lehman Brothers Experience 1991 - 2003
Job COO
Industry Financial Services
Experience
TC Partners July 2013 - Present
Nomura Securities October 2010 - October 2012
JPMorgan June 2008 - September 2010
Bear Stearns 2003 - 2008
Lehman Brothers 1991 - 2003
Skills
Alternative Investments, Asset Management, Equities, Hedge Funds, Series 7
Education
Brown University
Columbia University - Columbia Business School
MBA
TC Partners July 2013 - Present
Nomura Securities October 2010 - October 2012
JPMorgan June 2008 - September 2010
Bear Stearns 2003 - 2008
Lehman Brothers 1991 - 2003
Skills
Alternative Investments, Asset Management, Equities, Hedge Funds, Series 7
Education
Brown University
Columbia University - Columbia Business School
MBA
Courtney Quick Burdette's Lehman Brothers Experience July 2006 - September 2008
Job Associate Manager at PepsiCo, Brand and Innovation Finance
Industry Food & Beverages
Experience
PepsiCo August 2014 - Present
Columbia Business School August 2012 - May 2014
PepsiCo June 2013 - August 2013
Credit Suisse April 2010 - July 2012
Neuberger Berman September 2008 - April 2010
Lehman Brothers July 2006 - September 2008
JP Morgan Chase 2005 - 2005
Skills
Capital Markets, Fixed Income, Alternative Investments, Corporate Finance, Bloomberg, Cash Management, Finance, Financial Analysis
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Brown University 2002 — 2006
BA
The Hotchkiss School 1998 — 2002
PepsiCo August 2014 - Present
Columbia Business School August 2012 - May 2014
PepsiCo June 2013 - August 2013
Credit Suisse April 2010 - July 2012
Neuberger Berman September 2008 - April 2010
Lehman Brothers July 2006 - September 2008
JP Morgan Chase 2005 - 2005
Skills
Capital Markets, Fixed Income, Alternative Investments, Corporate Finance, Bloomberg, Cash Management, Finance, Financial Analysis
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Brown University 2002 — 2006
BA
The Hotchkiss School 1998 — 2002
Matthew S Rothman's Lehman Brothers Experience May 2006 - September 2008
Job Acadian Asset Management
Industry Financial Services
Experience
Acadian Asset Management September 2011 - Present
Barclays Capital September 2008 - June 2011
Lehman Brothers May 2006 - September 2008
Sanford Bernstein 2002 - 2006
Goldman Sachs Asset Management January 2001 - February 2003
LaSalle Partners 1989 - 1992
Skills
Hedge Funds, Equities, Quantitative Finance, Portfolio Optimization, Quantitative Investing, Portfolio Management, Equity Research, Quantitative Analytics, Asset Managment, Capital Markets, Trading Systems, Alternative Investments, Global Macro, Asset Allocation, Asset Management, Fixed Income, Bloomberg, Financial Markets, ETFs, Trading Strategies, Emerging Markets, Investment Strategies, Valuation, Derivatives, Equity Derivatives, Investment Management, Trading, Structured Products, Options, Reuters, Bonds
Education
The University of Chicago - Booth School of Business 1994 — 1999
Ph.D., Finance
Columbia University in the City of New York 1992 — 1994
MA, Statistics
Brown University 1984 — 1990
A.B., Philosophy
Acadian Asset Management September 2011 - Present
Barclays Capital September 2008 - June 2011
Lehman Brothers May 2006 - September 2008
Sanford Bernstein 2002 - 2006
Goldman Sachs Asset Management January 2001 - February 2003
LaSalle Partners 1989 - 1992
Skills
Hedge Funds, Equities, Quantitative Finance, Portfolio Optimization, Quantitative Investing, Portfolio Management, Equity Research, Quantitative Analytics, Asset Managment, Capital Markets, Trading Systems, Alternative Investments, Global Macro, Asset Allocation, Asset Management, Fixed Income, Bloomberg, Financial Markets, ETFs, Trading Strategies, Emerging Markets, Investment Strategies, Valuation, Derivatives, Equity Derivatives, Investment Management, Trading, Structured Products, Options, Reuters, Bonds
Education
The University of Chicago - Booth School of Business 1994 — 1999
Ph.D., Finance
Columbia University in the City of New York 1992 — 1994
MA, Statistics
Brown University 1984 — 1990
A.B., Philosophy
Jeff Abt's Lehman Brothers Experience August 1998 - July 2006
Job Managing Director at Macquarie Capital
Industry Investment Banking
Experience
Macquarie Capital May 2015 - Present
JPMorgan Chase August 2011 - May 2015
RBC Capital Markets April 2010 - August 2011
Raymond James September 2009 - March 2010
Intermarket Corp June 2008 - August 2009
Goldman Sachs August 2006 - May 2008
Lehman Brothers August 1998 - July 2006
Scotiabank 1993 - 1998
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance, Accounting
University College of London 1985 — 1986
Economics
Bucknell University
Bachelor of Arts, Economics
Macquarie Capital May 2015 - Present
JPMorgan Chase August 2011 - May 2015
RBC Capital Markets April 2010 - August 2011
Raymond James September 2009 - March 2010
Intermarket Corp June 2008 - August 2009
Goldman Sachs August 2006 - May 2008
Lehman Brothers August 1998 - July 2006
Scotiabank 1993 - 1998
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance, Accounting
University College of London 1985 — 1986
Economics
Bucknell University
Bachelor of Arts, Economics
Karen Tai's Lehman Brothers Experience 2007 - 2008
Job Founder and CEO at ONEPOINTSIX
Industry Internet
Experience
ONEPOINTSIX 2013 - Present
Piper Jaffray 2011 - 2013
Piper Jaffray 2010 - 2011
Gerson Lehrman Group 2008 - 2010
Lehman Brothers 2007 - 2008
UBS Wealth Management May 2006 - August 2006
Skills
Equity Research, Financial Analysis, Company Valuation, Financial Modeling, Valuation, Entrepreneurship, Equities, Investments, Analysis, Management, Competitive Analysis, Strategy, Start-ups
Education
Brown University 2003 — 2007
Sc. B, Chemical Engineering
ONEPOINTSIX 2013 - Present
Piper Jaffray 2011 - 2013
Piper Jaffray 2010 - 2011
Gerson Lehrman Group 2008 - 2010
Lehman Brothers 2007 - 2008
UBS Wealth Management May 2006 - August 2006
Skills
Equity Research, Financial Analysis, Company Valuation, Financial Modeling, Valuation, Entrepreneurship, Equities, Investments, Analysis, Management, Competitive Analysis, Strategy, Start-ups
Education
Brown University 2003 — 2007
Sc. B, Chemical Engineering
Jen Kuo's Lehman Brothers Experience May 2006 - July 2006
Job Sales Analytics at Abbott Diabetes Care
Industry Management Consulting
Experience
Abbott Diabetes Care March 2015 - Present
Deloitte Consulting July 2012 - February 2015
Novartis Vaccines and Diagnostics June 2011 - August 2011
Deloitte Consulting July 2007 - July 2010
Brown University September 2005 - May 2007
Lehman Brothers May 2006 - July 2006
Cigna May 2005 - August 2005
Skills
Management Consulting, Business Strategy, Data Analysis, Project Management, Business Process..., Strategy, Business Case, Competitive Analysis, Market Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
MBA
Brown University 2003 — 2007
A.B.
Abbott Diabetes Care March 2015 - Present
Deloitte Consulting July 2012 - February 2015
Novartis Vaccines and Diagnostics June 2011 - August 2011
Deloitte Consulting July 2007 - July 2010
Brown University September 2005 - May 2007
Lehman Brothers May 2006 - July 2006
Cigna May 2005 - August 2005
Skills
Management Consulting, Business Strategy, Data Analysis, Project Management, Business Process..., Strategy, Business Case, Competitive Analysis, Market Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
MBA
Brown University 2003 — 2007
A.B.
Chris Frangos's Lehman Brothers Experience AssociateLucent Technologies2002 - 2004
Job Associate at Lehman Brothers
Industry Investment Banking
Experience
Lehman Brothers AssociateLucent Technologies2002 - 2004
Citigroup 2000 - 2002
Deutsche Bank 1999 - 2000
Skills
Valuation, Equities, Financial Modeling
Education
Columbia University - Columbia Business School 2004 — 2006
MBA
Brown University 1995 — 1999
BS, Engineering, Economics
Lehman Brothers AssociateLucent Technologies2002 - 2004
Citigroup 2000 - 2002
Deutsche Bank 1999 - 2000
Skills
Valuation, Equities, Financial Modeling
Education
Columbia University - Columbia Business School 2004 — 2006
MBA
Brown University 1995 — 1999
BS, Engineering, Economics
Harold Bailey's Lehman Brothers Experience 2007 - 2008
Job Director of American Sales
Industry Financial Services
Experience
Xtract Research (Mergermarket) 2013 - Present
Debtwire (Mergermarket) 2008 - 2010
Lehman Brothers 2007 - 2008
RBS Greenwich Capital 2005 - 2007
Assured Guaranty 2003 - 2005
Skills
Financial Modeling, Valuation, Capital Markets, Fixed Income, Investments, Corporate Finance, Structured Finance, Sales, Derivatives, Institutional Sales, Financial Structuring, Financial Markets, Credit Analysis, Business Relationship..., Sales Management, Negotiation, CRM, Business Strategy, Hedge Funds, Equities, Bloomberg, Investment Banking, Private Equity, Alternative Investments, Equity Research, Leveraged Finance, Account Management, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2010 — 2012
Master of Business Administration (MBA), Corporate Finance
Brown University 1999 — 2003
Bachelor's degree, Economics & History
Choate Rosemary Hall 1996 — 1999
Xtract Research (Mergermarket) 2013 - Present
Debtwire (Mergermarket) 2008 - 2010
Lehman Brothers 2007 - 2008
RBS Greenwich Capital 2005 - 2007
Assured Guaranty 2003 - 2005
Skills
Financial Modeling, Valuation, Capital Markets, Fixed Income, Investments, Corporate Finance, Structured Finance, Sales, Derivatives, Institutional Sales, Financial Structuring, Financial Markets, Credit Analysis, Business Relationship..., Sales Management, Negotiation, CRM, Business Strategy, Hedge Funds, Equities, Bloomberg, Investment Banking, Private Equity, Alternative Investments, Equity Research, Leveraged Finance, Account Management, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2010 — 2012
Master of Business Administration (MBA), Corporate Finance
Brown University 1999 — 2003
Bachelor's degree, Economics & History
Choate Rosemary Hall 1996 — 1999
Astrid Flores's Lehman Brothers Experience May 2007 - August 2007
Job Accounting Manager at RapidMiner, Inc.
Industry Computer Software
Experience
RapidMiner, Inc. August 2015 - Present
Chadwick Martin Bailey October 2013 - August 2015
Aspen Technology February 2013 - October 2013
Advent International May 2010 - February 2013
Advent International October 2008 - May 2010
AMB Property Corporation June 2008 - August 2008
Bryn Mawr College December 2005 - May 2008
Lehman Brothers May 2007 - August 2007
Lehman Brothers May 2006 - August 2006
Bingham McCutchen LLP May 2005 - August 2005
Skills
PeopleSoft Financials, Cash Management, General Ledger, Asset Management, nVision, Query Manager, Sage MAS200, Bilingual - Spanish, FAS, SnagIt, WebEX, iManage, Accounts Payable, Financial Analysis, PeopleSoft, Mas 90, Accruals, Nonprofits, Accounting, Financial Reporting, WebEx, Accounts Receivable
Education
Bryn Mawr College 2004 — 2008
Bachelor of Arts, Mathematics and Spanish Literature
Suffolk University
RapidMiner, Inc. August 2015 - Present
Chadwick Martin Bailey October 2013 - August 2015
Aspen Technology February 2013 - October 2013
Advent International May 2010 - February 2013
Advent International October 2008 - May 2010
AMB Property Corporation June 2008 - August 2008
Bryn Mawr College December 2005 - May 2008
Lehman Brothers May 2007 - August 2007
Lehman Brothers May 2006 - August 2006
Bingham McCutchen LLP May 2005 - August 2005
Skills
PeopleSoft Financials, Cash Management, General Ledger, Asset Management, nVision, Query Manager, Sage MAS200, Bilingual - Spanish, FAS, SnagIt, WebEX, iManage, Accounts Payable, Financial Analysis, PeopleSoft, Mas 90, Accruals, Nonprofits, Accounting, Financial Reporting, WebEx, Accounts Receivable
Education
Bryn Mawr College 2004 — 2008
Bachelor of Arts, Mathematics and Spanish Literature
Suffolk University
Ken Pierce's Lehman Brothers Experience 1998 - 2002
Job Managing Principal at Vanbridge LLC
Industry Financial Services
Experience
Vanbridge LLC August 2013 - Present
Mayer Brown January 2009 - August 2013
Morgan Stanley June 2006 - January 2009
Cadwalader, Wickersham & Taft LLP May 2002 - June 2006
Lehman Brothers 1998 - 2002
Chadbourne & Parke LLP 1989 - 1998
Skills
Insurance, Property & Casualty..., Restructuring, Securities, Reinsurance, Casualty, Securitization, Derivatives, Capital Markets, Structured Finance, Corporate Governance, Finance
Education
Harvard Law School 1981 — 1984
J.D., Law
Brown University 1977 — 1981
A.B., English, History, Economics
Vanbridge LLC August 2013 - Present
Mayer Brown January 2009 - August 2013
Morgan Stanley June 2006 - January 2009
Cadwalader, Wickersham & Taft LLP May 2002 - June 2006
Lehman Brothers 1998 - 2002
Chadbourne & Parke LLP 1989 - 1998
Skills
Insurance, Property & Casualty..., Restructuring, Securities, Reinsurance, Casualty, Securitization, Derivatives, Capital Markets, Structured Finance, Corporate Governance, Finance
Education
Harvard Law School 1981 — 1984
J.D., Law
Brown University 1977 — 1981
A.B., English, History, Economics
Philippe Bibi's Lehman Brothers Experience 1992 - 1995
Job Investor
Industry Investment Management
Experience
CIO Squared September 2010 - December 2012
Putnam Investments August 2001 - June 2008
Enron April 1995 - June 2001
Lehman Brothers 1992 - 1995
Bankers Trust June 1988 - July 1992
Skills
Venture Capital, Management, Equity Derivatives, IT Strategy, Hedge Funds, Management Consulting, Start-ups, Risk Management, Strategy, Asset Management, Investments, IT Management, Equities, Business Analysis, Vendor Management, Strategic Planning, Business Intelligence, Mergers & Acquisitions, SDLC, Trading, Fixed Income, Private Equity
Education
The London School of Economics and Political Science (LSE) 1984 — 1985
MSc, Systems Analysis & Finance
Brunel University London 1979 — 1983
BSc, Computer Science
CIO Squared September 2010 - December 2012
Putnam Investments August 2001 - June 2008
Enron April 1995 - June 2001
Lehman Brothers 1992 - 1995
Bankers Trust June 1988 - July 1992
Skills
Venture Capital, Management, Equity Derivatives, IT Strategy, Hedge Funds, Management Consulting, Start-ups, Risk Management, Strategy, Asset Management, Investments, IT Management, Equities, Business Analysis, Vendor Management, Strategic Planning, Business Intelligence, Mergers & Acquisitions, SDLC, Trading, Fixed Income, Private Equity
Education
The London School of Economics and Political Science (LSE) 1984 — 1985
MSc, Systems Analysis & Finance
Brunel University London 1979 — 1983
BSc, Computer Science
Tony Louzado's Lehman Brothers Experience 1995 - 1999
Job Project Leader at Scotiabank
Industry Banking
Experience
Scotiabank August 2010 - November 2013
BMO Financial Group 1999 - 2010
Lehman Brothers 1995 - 1999
Network Si / ACT Computer Support Ltd 1992 - 1994
Computer Maintenance Specialist Ltd 1989 - 1992
Electronic Aids Workshop Ltd 1984 - 1989
Skills
Disaster Recovery, ITIL, Virtualization, Enterprise Architecture, Integration, System Deployment, Project Management, Technical Support, Testing, Analysis, SDLC, Vendor Management, IT Strategy, IT Management, Requirements Analysis
Education
Brunel University London 1979 — 1983
BSc (Hons.)
Waltham Forest College 1977 — 1979
Scotiabank August 2010 - November 2013
BMO Financial Group 1999 - 2010
Lehman Brothers 1995 - 1999
Network Si / ACT Computer Support Ltd 1992 - 1994
Computer Maintenance Specialist Ltd 1989 - 1992
Electronic Aids Workshop Ltd 1984 - 1989
Skills
Disaster Recovery, ITIL, Virtualization, Enterprise Architecture, Integration, System Deployment, Project Management, Technical Support, Testing, Analysis, SDLC, Vendor Management, IT Strategy, IT Management, Requirements Analysis
Education
Brunel University London 1979 — 1983
BSc (Hons.)
Waltham Forest College 1977 — 1979
Kelly Giordano's Lehman Brothers Experience February 2004 - September 2008
Job Grants Manager at Newman's Own Foundation
Industry Philanthropy
Experience
Newman's Own Foundation October 2010 - Present
The Lehman Brothers Foundation October 2006 - September 2008
Lehman Brothers February 2004 - September 2008
The Metropolitan Museum of Art June 2002 - February 2004
Goldman Sachs August 1998 - February 2002
Education
Bucknell University 1994 — 1998
BA, Economics, Finance, Spanish
Newman's Own Foundation October 2010 - Present
The Lehman Brothers Foundation October 2006 - September 2008
Lehman Brothers February 2004 - September 2008
The Metropolitan Museum of Art June 2002 - February 2004
Goldman Sachs August 1998 - February 2002
Education
Bucknell University 1994 — 1998
BA, Economics, Finance, Spanish
Jesse Sacks's Lehman Brothers Experience June 2005 - September 2008
Job Juris Doctor, NYU Law, May 2013
Industry Law Practice
Experience
Sixpoint Partners January 2009 - October 2009
Barclays Capital September 2008 - January 2009
Lehman Brothers June 2005 - September 2008
Skills
Private Equity, Due Diligence
Education
New York University School of Law 2010 — 2013
J.D., Law
Brown University 2001 — 2005
Bachelor of Arts, Classics, Architectural Studies
Sixpoint Partners January 2009 - October 2009
Barclays Capital September 2008 - January 2009
Lehman Brothers June 2005 - September 2008
Skills
Private Equity, Due Diligence
Education
New York University School of Law 2010 — 2013
J.D., Law
Brown University 2001 — 2005
Bachelor of Arts, Classics, Architectural Studies
Kristin (Kristin Nolan) Budden's Lehman Brothers Experience March 2006 - October 2008
Job at
Industry Financial Services
Experience
RBC Capital Markets October 2008 - Present
Lehman Brothers March 2006 - October 2008
The Hartford June 2005 - March 2006
Citi Group June 2002 - August 2004
Skills
Financial Analysis, Financial Reporting, Capital Markets, Fixed Income, Valuation, Risk Management, Hedge Funds, Auditing
Education
Bryant University 2001 — 2005
BS Business Administration, Accounting
RBC Capital Markets October 2008 - Present
Lehman Brothers March 2006 - October 2008
The Hartford June 2005 - March 2006
Citi Group June 2002 - August 2004
Skills
Financial Analysis, Financial Reporting, Capital Markets, Fixed Income, Valuation, Risk Management, Hedge Funds, Auditing
Education
Bryant University 2001 — 2005
BS Business Administration, Accounting
Sara Dawes Price's Lehman Brothers Experience July 2007 - September 2008
Job Managing Director at Barclays
Industry Investment Banking
Experience
Barclays January 2015 - Present
Barclays February 2009 - Present
Lehman Brothers July 2007 - September 2008
Goldman Sachs July 1999 - January 2004
J.P. Morgan July 1998 - July 1999
Education
Harvard Business School 2005 — 2007
Master of Business Administration (MBA)
Harvard Kennedy School of Government 2004 — 2007
Master of Public Administration (MPA)
Brown University 1994 — 1998
Bachelor of Arts (BA), Mathematical Economics
Barclays January 2015 - Present
Barclays February 2009 - Present
Lehman Brothers July 2007 - September 2008
Goldman Sachs July 1999 - January 2004
J.P. Morgan July 1998 - July 1999
Education
Harvard Business School 2005 — 2007
Master of Business Administration (MBA)
Harvard Kennedy School of Government 2004 — 2007
Master of Public Administration (MPA)
Brown University 1994 — 1998
Bachelor of Arts (BA), Mathematical Economics
Stephen D'Ambrosio's Lehman Brothers Experience June 2007 - March 2009
Job Assistant Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2014 - Present
Barclays Investment Bank November 2010 - August 2014
Neuberger Berman April 2009 - June 2010
Lehman Brothers June 2007 - March 2009
ADP July 2005 - May 2007
Skills
Business Analysis, Corporate Finance, Banking, Financial Analysis, Financial Services
Education
Dowling College 2011 — 2013
Master of Business Administration (M.B.A.), Banking & Finance, 4.0 GPA
Bryant University 2001 — 2005
Bachelor of Science, Business Administration, 3.4 GPA
Morgan Stanley Wealth Management August 2014 - Present
Barclays Investment Bank November 2010 - August 2014
Neuberger Berman April 2009 - June 2010
Lehman Brothers June 2007 - March 2009
ADP July 2005 - May 2007
Skills
Business Analysis, Corporate Finance, Banking, Financial Analysis, Financial Services
Education
Dowling College 2011 — 2013
Master of Business Administration (M.B.A.), Banking & Finance, 4.0 GPA
Bryant University 2001 — 2005
Bachelor of Science, Business Administration, 3.4 GPA
Paul Morfogen's Lehman Brothers Experience 1987 - November 2008
Job Managing Director at UBS
Industry Real Estate
Experience
UBS August 2011 - Present
Lehman Brothers 1987 - November 2008
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance
Brown University 1983 — 1987
Economics & Political Science
UBS August 2011 - Present
Lehman Brothers 1987 - November 2008
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance
Brown University 1983 — 1987
Economics & Political Science
Jesse DeMarzo's Lehman Brothers Experience August 2006 - March 2008
Job Multimedia Professional
Industry Public Relations and Communications
Experience
Horizon Media November 2014 - Present
Horizon Media July 2011 - November 2014
IVCi July 2010 - July 2011
Cyndel and Co. Inc June 2008 - November 2010
Lehman Brothers August 2006 - March 2008
Champion Mortgage September 2005 - July 2006
Sony Music-Epic International January 2003 - May 2003
Skills
Business Development, Marketing, Event Planning, Sales, Customer Service, Project Planning, Management, Analysis, Time Management, Account Management
Education
Caldwell College 2003 — 2005
Bachelor of Arts, Communication Arts
Horizon Media November 2014 - Present
Horizon Media July 2011 - November 2014
IVCi July 2010 - July 2011
Cyndel and Co. Inc June 2008 - November 2010
Lehman Brothers August 2006 - March 2008
Champion Mortgage September 2005 - July 2006
Sony Music-Epic International January 2003 - May 2003
Skills
Business Development, Marketing, Event Planning, Sales, Customer Service, Project Planning, Management, Analysis, Time Management, Account Management
Education
Caldwell College 2003 — 2005
Bachelor of Arts, Communication Arts
Alan Steif's Lehman Brothers Experience 2004 - 2008
Job Owner TUTORANDTEACH.COM
Industry Higher Education
Experience
tutorandteach.com September 2008 - Present
Strayer University April 2010 - June 2010
NYU Stern School of Business January 2009 - June 2009
Barclays Capital 2008 - 2008
Lehman Brothers 2004 - 2008
Goldman Sachs 2004 - 2004
Bank of America 2003 - 2004
Morgan Stanley 1997 - 2002
Education
Brown University
B.S., Physics and Mathematics
Rutgers University-New Brunswick
M.S., Physics
University of California, Santa Barbara
Ph.D., Physics
tutorandteach.com September 2008 - Present
Strayer University April 2010 - June 2010
NYU Stern School of Business January 2009 - June 2009
Barclays Capital 2008 - 2008
Lehman Brothers 2004 - 2008
Goldman Sachs 2004 - 2004
Bank of America 2003 - 2004
Morgan Stanley 1997 - 2002
Education
Brown University
B.S., Physics and Mathematics
Rutgers University-New Brunswick
M.S., Physics
University of California, Santa Barbara
Ph.D., Physics
Jessica Yau's Lehman Brothers Experience June 2001 - August 2001
Job Previously Manager at Tiffany & Co.
Industry Luxury Goods & Jewelry
Experience
Tiffany & Co. August 2010 - April 2011
Tiffany & Co. November 2009 - August 2010
Reckitt Benckiser June 2008 - August 2008
Morgan Stanley March 2004 - June 2007
CIBC World Markets July 2002 - February 2004
Lehman Brothers June 2001 - August 2001
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA
Brown University 1998 — 2002
BA
King George V School 1990 — 1998
High School
Tiffany & Co. August 2010 - April 2011
Tiffany & Co. November 2009 - August 2010
Reckitt Benckiser June 2008 - August 2008
Morgan Stanley March 2004 - June 2007
CIBC World Markets July 2002 - February 2004
Lehman Brothers June 2001 - August 2001
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA
Brown University 1998 — 2002
BA
King George V School 1990 — 1998
High School
Jennifer (Neff) Davidson's Lehman Brothers Experience July 2006 - April 2009
Job Vice President, Principal Investment Area at Goldman Sachs
Industry Venture Capital & Private Equity
Experience
Goldman Sachs July 2011 - Present
Harvard Business School September 2009 - August 2011
Goldman Sachs June 2010 - August 2010
Neuberger Berman April 2009 - June 2009
Lehman Brothers July 2006 - April 2009
Skills
Financial Modeling, Private Equity, Venture Capital, Due Diligence, Valuation
Education
Harvard Business School 2009 — 2011
MBA, Business
Brown University 2002 — 2006
BA, History
The Dalton School
Goldman Sachs July 2011 - Present
Harvard Business School September 2009 - August 2011
Goldman Sachs June 2010 - August 2010
Neuberger Berman April 2009 - June 2009
Lehman Brothers July 2006 - April 2009
Skills
Financial Modeling, Private Equity, Venture Capital, Due Diligence, Valuation
Education
Harvard Business School 2009 — 2011
MBA, Business
Brown University 2002 — 2006
BA, History
The Dalton School
Jennifer Worthington's Lehman Brothers Experience 2005 - 2008
Job
Industry Investment Banking
Experience
Barclays Capital (formerly Lehman Brothers) June 2008 - Present
Lehman Brothers 2005 - 2008
Bank One January 1998 - July 2004
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA
Butler University 1993 — 1997
BS
Barclays Capital (formerly Lehman Brothers) June 2008 - Present
Lehman Brothers 2005 - 2008
Bank One January 1998 - July 2004
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA
Butler University 1993 — 1997
BS
Sarah Kline's Lehman Brothers Experience August 2005 - September 2008
Job Portfolio and Risk Analytics at Bloomberg
Industry Financial Services
Experience
Bloomberg April 2011 - Present
Barclays Capital September 2008 - February 2011
Lehman Brothers August 2005 - September 2008
Skills
Fixed Income, Capital Markets, Bloomberg, Equities, Derivatives, Credit Derivatives, Financial Modeling, Portfolio Management, ABS, Valuation, Barclays Point, Fixed Income Portfolio...
Education
Brown University 2001 — 2005
B. Sc., Electrical Engineering
Phillips Academy Andover 1997 — 2001
Bloomberg April 2011 - Present
Barclays Capital September 2008 - February 2011
Lehman Brothers August 2005 - September 2008
Skills
Fixed Income, Capital Markets, Bloomberg, Equities, Derivatives, Credit Derivatives, Financial Modeling, Portfolio Management, ABS, Valuation, Barclays Point, Fixed Income Portfolio...
Education
Brown University 2001 — 2005
B. Sc., Electrical Engineering
Phillips Academy Andover 1997 — 2001
Arjun Raman's Lehman Brothers Experience May 2008 - August 2008
Job Associate at Booz Allen Hamilton
Industry Management Consulting
Experience
Booz Allen Hamilton December 2014 - Present
Booz Allen Hamilton November 2012 - December 2014
Accenture June 2012 - November 2012
Accenture March 2010 - June 2012
Lehman Brothers May 2008 - August 2008
Skills
Organizational Design, Marketing Strategy, Business Process..., Change Management, Product Management, Performance Management, Capital Investment..., Nonprofit Consulting
Education
Bucknell University 2005 — 2009
Bachelor of Arts
General Assembly
General Assembly
Booz Allen Hamilton December 2014 - Present
Booz Allen Hamilton November 2012 - December 2014
Accenture June 2012 - November 2012
Accenture March 2010 - June 2012
Lehman Brothers May 2008 - August 2008
Skills
Organizational Design, Marketing Strategy, Business Process..., Change Management, Product Management, Performance Management, Capital Investment..., Nonprofit Consulting
Education
Bucknell University 2005 — 2009
Bachelor of Arts
General Assembly
General Assembly
Erika Faires, CFA's Lehman Brothers Experience May 2006 - March 2008
Job Director of Investor Relations at Bracebridge Capital, LLC
Industry Financial Services
Experience
Bracebridge Capital, LLC May 2011 - Present
Barclays Capital March 2008 - May 2011
Lehman Brothers May 2006 - March 2008
Lehman Brothers July 2004 - May 2006
Skills
Capital Markets, Credit, Fixed Income, Hedge Funds
Education
Brown University 2000 — 2004
ScB, Computer Science
Bracebridge Capital, LLC May 2011 - Present
Barclays Capital March 2008 - May 2011
Lehman Brothers May 2006 - March 2008
Lehman Brothers July 2004 - May 2006
Skills
Capital Markets, Credit, Fixed Income, Hedge Funds
Education
Brown University 2000 — 2004
ScB, Computer Science
Mark Mascarenhas's Lehman Brothers Experience February 2005 - September 2008
Job Equity Sales at Barclays Capital
Industry Investment Banking
Experience
Barclays Investment Bank May 2014 - Present
Barclays Investment Bank May 2012 - April 2014
Barclays Capital September 2008 - May 2012
Lehman Brothers February 2005 - September 2008
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates June 2004 - February 2005
Skills
Capital Markets, Investment Banking, Financial Modeling, Valuation, Investments, Trading, Bloomberg, Equity Trading, Hedge Funds, Mergers, Securities, Series 63, Series 7, Equities, Fixed Income
Education
Bucknell University 2000 — 2004
B.A., Economics, Spanish
Marist High School 1996 — 2000
Barclays Investment Bank May 2014 - Present
Barclays Investment Bank May 2012 - April 2014
Barclays Capital September 2008 - May 2012
Lehman Brothers February 2005 - September 2008
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates June 2004 - February 2005
Skills
Capital Markets, Investment Banking, Financial Modeling, Valuation, Investments, Trading, Bloomberg, Equity Trading, Hedge Funds, Mergers, Securities, Series 63, Series 7, Equities, Fixed Income
Education
Bucknell University 2000 — 2004
B.A., Economics, Spanish
Marist High School 1996 — 2000
Jeffrey Holdgrafer's Lehman Brothers Experience 1983 - 2003
Job Managing Director at Cambridge International Securities, Inc.
Industry Financial Services
Experience
Cambridge International Securities, Inc. January 2003 - Present
Lehman Brothers 1983 - 2003
Education
Bucknell University 1974 — 1978
bsba, Business
Cambridge International Securities, Inc. January 2003 - Present
Lehman Brothers 1983 - 2003
Education
Bucknell University 1974 — 1978
bsba, Business
Jamie Schermerhorn's Lehman Brothers Experience July 2005 - May 2008
Job Finance Director at PepsiCo
Industry Food & Beverages
Experience
PepsiCo August 2015 - Present
PepsiCo August 2014 - August 2015
PepsiCo August 2013 - August 2014
PepsiCo August 2012 - August 2013
PepsiCo June 2011 - August 2011
Brown Daily Herald Inc. 2005 - 2011
BlackRock April 2009 - June 2010
R3 Capital Partners May 2008 - April 2009
Lehman Brothers July 2005 - May 2008
Skills
Financial Modeling, Business Strategy, Competitive Analysis, Business Development, Cross-functional Team..., Strategy, Hedge Funds, Management, Finance, Leadership, Valuation, Forecasting, Strategic Planning
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, General Management
Brown University 2001 — 2005
AB, Business Economics
Tenafly High School
PepsiCo August 2015 - Present
PepsiCo August 2014 - August 2015
PepsiCo August 2013 - August 2014
PepsiCo August 2012 - August 2013
PepsiCo June 2011 - August 2011
Brown Daily Herald Inc. 2005 - 2011
BlackRock April 2009 - June 2010
R3 Capital Partners May 2008 - April 2009
Lehman Brothers July 2005 - May 2008
Skills
Financial Modeling, Business Strategy, Competitive Analysis, Business Development, Cross-functional Team..., Strategy, Hedge Funds, Management, Finance, Leadership, Valuation, Forecasting, Strategic Planning
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, General Management
Brown University 2001 — 2005
AB, Business Economics
Tenafly High School
Thomas Marchetti's Lehman Brothers Experience 1999 - 2005
Job Energy Strategist, Managing Director
Industry Banking
Experience
Jefferies January 2015 - Present
Credit Suisse May 2006 - December 2014
Jefferies Asset Management 2005 - 2006
Lehman Brothers 1999 - 2005
Goldman Sachs 1994 - 1997
KPMG 1991 - 1994
Skills
Oil/Gas, Commodities, Equities, Energy, Portfolio Management
Education
Bucknell University 1987 — 1991
BSBA, Accounting & Finance
Easton High School 1984 — 1987
Jefferies January 2015 - Present
Credit Suisse May 2006 - December 2014
Jefferies Asset Management 2005 - 2006
Lehman Brothers 1999 - 2005
Goldman Sachs 1994 - 1997
KPMG 1991 - 1994
Skills
Oil/Gas, Commodities, Equities, Energy, Portfolio Management
Education
Bucknell University 1987 — 1991
BSBA, Accounting & Finance
Easton High School 1984 — 1987
Jeffrey Holdgrafer's Lehman Brothers Experience February 1984 - February 2004
Job Managing Director at Cambridge International Securities, Inc.
Industry Financial Services
Experience
Cambridge International Securities, Inc. 2004 - Present
Lehman Brothers February 1984 - February 2004
Tullett and Riley, Inc. September 1978 - February 1984
Skills
Asset Managment, Fixed Income, Alternative Investments, Hedge Funds, Electronic Trading, Capital Markets, Bloomberg, Equities, Trading Systems, Emerging Markets, Investment Banking, Securities, Trading, Valuation, Portfolio Management, Investments, Financial Modeling, Due Diligence
Education
Bucknell University 1974 — 1978
Bachelor's degree, Business Administration and Management, General
Cambridge International Securities, Inc. 2004 - Present
Lehman Brothers February 1984 - February 2004
Tullett and Riley, Inc. September 1978 - February 1984
Skills
Asset Managment, Fixed Income, Alternative Investments, Hedge Funds, Electronic Trading, Capital Markets, Bloomberg, Equities, Trading Systems, Emerging Markets, Investment Banking, Securities, Trading, Valuation, Portfolio Management, Investments, Financial Modeling, Due Diligence
Education
Bucknell University 1974 — 1978
Bachelor's degree, Business Administration and Management, General
Nancy Hament's Lehman Brothers Experience 1979 - 1995
Job Managing Director at Sevara Partners
Industry Investment Banking
Experience
Scura Paley and Company 2013 - 2015
Scura Paley and Company 2013 - 2015
Scura Paley and Company 2013 - 2015
Sevara Partners 2010 - 2013
Credit Research and Trading LLC 1995 - 2006
Lehman Brothers 1979 - 1995
Education
University of Pennsylvania - The Wharton School 1985 — 1987
M.B.A.
Brown University 1974 — 1978
B.A., Economics, International Relations
Scura Paley and Company 2013 - 2015
Scura Paley and Company 2013 - 2015
Scura Paley and Company 2013 - 2015
Sevara Partners 2010 - 2013
Credit Research and Trading LLC 1995 - 2006
Lehman Brothers 1979 - 1995
Education
University of Pennsylvania - The Wharton School 1985 — 1987
M.B.A.
Brown University 1974 — 1978
B.A., Economics, International Relations
Maria Cassidy's Lehman Brothers Experience September 1986 - December 2001
Job Community Manager at Wentworth Property Management Corp.
Industry Facilities Services
Experience
Wentworth Property Management Corp. Community ManagerLions Head Woods Condominium AssociationSeptember 2005 - January 2012
Lehman Brothers September 1986 - December 2001
Education
Caldwell College 1979 — 1983
Bachelor of Fine Arts (B.F.A.)
Fortman Studios, Florence Italy 1980 — 1981
Wentworth Property Management Corp. Community ManagerLions Head Woods Condominium AssociationSeptember 2005 - January 2012
Lehman Brothers September 1986 - December 2001
Education
Caldwell College 1979 — 1983
Bachelor of Fine Arts (B.F.A.)
Fortman Studios, Florence Italy 1980 — 1981
Bob Almon's Lehman Brothers Experience 1991 - 1996
Job Director at Lorillard Inc.
Industry Higher Education
Experience
Pace University August 2013 - Present
Lorillard Inc. 2008 - Present
GMAC Common Equity Trust 2008 - June 2014
Pace University February 2012 - August 2013
Pace University May 2010 - January 2012
Ernst & Young LLP January 1998 - June 2007
Salomon Brothers 1996 - 1998
Lehman Brothers 1991 - 1996
Salomon Brothers 1986 - 1991
GMAC 1983 - 1986
Skills
Finance, Private Equity, Capital Markets, Strategy, Financial Analysis, Business Strategy, Mergers & Acquisitions, Management, Corporate Finance, Valuation, Management Consulting, Financial Modeling, Restructuring, Investments, Venture Capital
Education
Harvard Graduate School of Business Administration 1975 — 1977
MBA, Finance
Brown University 1969 — 1973
AB, Psychology, American Literature
Brown University
Harvard Business School
MBA, Finance, General
Pace University August 2013 - Present
Lorillard Inc. 2008 - Present
GMAC Common Equity Trust 2008 - June 2014
Pace University February 2012 - August 2013
Pace University May 2010 - January 2012
Ernst & Young LLP January 1998 - June 2007
Salomon Brothers 1996 - 1998
Lehman Brothers 1991 - 1996
Salomon Brothers 1986 - 1991
GMAC 1983 - 1986
Skills
Finance, Private Equity, Capital Markets, Strategy, Financial Analysis, Business Strategy, Mergers & Acquisitions, Management, Corporate Finance, Valuation, Management Consulting, Financial Modeling, Restructuring, Investments, Venture Capital
Education
Harvard Graduate School of Business Administration 1975 — 1977
MBA, Finance
Brown University 1969 — 1973
AB, Psychology, American Literature
Brown University
Harvard Business School
MBA, Finance, General
Michele Toscani's Lehman Brothers Experience March 1996 - August 2001
Job Managing Director, Portfolio Manager at Harvard Management Company
Industry Investment Management
Experience
Harvard Management Company October 2009 - Present
Fortress Investment Group April 2008 - June 2009
Deutsche Bank August 2001 - April 2008
Lehman Brothers March 1996 - August 2001
Skills
Hedge Funds, Equities, Fixed Income, Derivatives, Trading, Capital Markets, Portfolio Management, Asset Managment, Equity Derivatives, Interest Rate..., Asset Allocation, Options, Investments, Financial Markets, Global Macro
Education
University College London, U. of London
Università Ca' Foscari di Venezia
Harvard Management Company October 2009 - Present
Fortress Investment Group April 2008 - June 2009
Deutsche Bank August 2001 - April 2008
Lehman Brothers March 1996 - August 2001
Skills
Hedge Funds, Equities, Fixed Income, Derivatives, Trading, Capital Markets, Portfolio Management, Asset Managment, Equity Derivatives, Interest Rate..., Asset Allocation, Options, Investments, Financial Markets, Global Macro
Education
University College London, U. of London
Università Ca' Foscari di Venezia
Autumn Graham's Lehman Brothers Experience June 2008 - August 2008
Job Analyst at ICE Canyon LLC
Industry Investment Banking
Experience
ICE Canyon LLC December 2014 - Present
Barclays Capital June 2009 - Present
Lehman Brothers June 2008 - August 2008
San Francisco Ballet 2003 - 2005
Skills
Research, Emerging Markets, Bloomberg, Valuation, Market Research, Investment Banking, Capital Markets, Financial Modeling
Education
Brown University
College Preparatory School
ICE Canyon LLC December 2014 - Present
Barclays Capital June 2009 - Present
Lehman Brothers June 2008 - August 2008
San Francisco Ballet 2003 - 2005
Skills
Research, Emerging Markets, Bloomberg, Valuation, Market Research, Investment Banking, Capital Markets, Financial Modeling
Education
Brown University
College Preparatory School
Joseph Parisi's Lehman Brothers Experience June 1992 - September 2008
Job Executive Director at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management July 2015 - Present
Barclays September 2008 - June 2015
Lehman Brothers June 1992 - September 2008
Education
Bucknell University 1988 — 1992
Bachelor's Degree
Morgan Stanley Private Wealth Management July 2015 - Present
Barclays September 2008 - June 2015
Lehman Brothers June 1992 - September 2008
Education
Bucknell University 1988 — 1992
Bachelor's Degree
Su Yeo's Lehman Brothers Experience 1998 - 1999
Job Principal at WL Ross & Co. LLC
Industry Venture Capital & Private Equity
Experience
Morgan Stanley 2005 - 2013
Morgan Stanley 2001 - 2005
Lehman Brothers 1998 - 1999
Lehman Brothers 1996 - 1998
Skills
Private Equity, Special Situations..., Deal Execution, Recapitalizations, Mergers & Acquisitions, Fixed Income, Equities, Investment Banking, Alternative Investments, Valuation and Financial..., Due Diligence
Education
University of Pennsylvania - The Wharton School 1999 — 2001
Master of Business Administration (MBA), Finance and Strategic Management
Bryn Mawr College 1992 — 1996
Bachelor of Arts (BA), Economics
Morgan Stanley 2005 - 2013
Morgan Stanley 2001 - 2005
Lehman Brothers 1998 - 1999
Lehman Brothers 1996 - 1998
Skills
Private Equity, Special Situations..., Deal Execution, Recapitalizations, Mergers & Acquisitions, Fixed Income, Equities, Investment Banking, Alternative Investments, Valuation and Financial..., Due Diligence
Education
University of Pennsylvania - The Wharton School 1999 — 2001
Master of Business Administration (MBA), Finance and Strategic Management
Bryn Mawr College 1992 — 1996
Bachelor of Arts (BA), Economics
Rodney Bolden's Lehman Brothers Experience April 1998 - March 2002
Job Financial Services Professional
Industry Financial Services
Experience
KeyBank June 2015 - Present
Anthem April 2014 - May 2015
JP Morgan August 2010 - June 2012
JPMorgan Chase & Co. December 2006 - August 2010
JPMorgan Chase & Co. December 2004 - December 2006
JPMorgan Chase & Co. November 2003 - December 2004
Oppenheimer & Co. Inc. March 2002 - November 2003
Lehman Brothers April 1998 - March 2002
Bear Stearns & Company May 1997 - April 1998
Oppenheimer & Co. Inc. August 1988 - February 1997
Skills
Relationship Management, Sales, Sales Management, Financial Advisory, Financial Education, Government Relations, New Business Development, Banking, Credit, Financial Analysis, Financial Services, Portfolio Management, Risk Management
Education
Brown University
KeyBank June 2015 - Present
Anthem April 2014 - May 2015
JP Morgan August 2010 - June 2012
JPMorgan Chase & Co. December 2006 - August 2010
JPMorgan Chase & Co. December 2004 - December 2006
JPMorgan Chase & Co. November 2003 - December 2004
Oppenheimer & Co. Inc. March 2002 - November 2003
Lehman Brothers April 1998 - March 2002
Bear Stearns & Company May 1997 - April 1998
Oppenheimer & Co. Inc. August 1988 - February 1997
Skills
Relationship Management, Sales, Sales Management, Financial Advisory, Financial Education, Government Relations, New Business Development, Banking, Credit, Financial Analysis, Financial Services, Portfolio Management, Risk Management
Education
Brown University
Ailyn Fun's Lehman Brothers Experience April 2007 - September 2008
Job
Industry Investment Management
Experience
Marathon Asset Management July 2014 - Present
BlackRock May 2013 - August 2013
JP Morgan January 2011 - July 2012
J.P. Morgan October 2008 - December 2010
Lehman Brothers April 2007 - September 2008
Lehman Brothers June 2006 - April 2007
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA)
Brown University 2002 — 2006
AB, Economics and International Relations
Marathon Asset Management July 2014 - Present
BlackRock May 2013 - August 2013
JP Morgan January 2011 - July 2012
J.P. Morgan October 2008 - December 2010
Lehman Brothers April 2007 - September 2008
Lehman Brothers June 2006 - April 2007
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA)
Brown University 2002 — 2006
AB, Economics and International Relations
David Ralls's Lehman Brothers Experience July 2007 - December 2008
Job Associate General Counsel at XL Group
Industry Insurance
Experience
XL Group January 2009 - Present
Lehman Brothers July 2007 - December 2008
Aetna June 1994 - January 2006
Skills
Insurance, Risk Management, Business Analysis, Process Improvement, Business Process..., Litigation Management, Vendor Management, Corporate Governance, Litigation, Analysis, Mergers & Acquisitions, Strategy, Change Management, SDLC, Contract Negotiation, Reinsurance, Executive Management, Project Management, Due Diligence, Liability
Education
The University of Connecticut School of Law 1997 — 2001
Doctor of Law (JD)
Bryant College 1990 — 1994
BS, Finance
XL Group January 2009 - Present
Lehman Brothers July 2007 - December 2008
Aetna June 1994 - January 2006
Skills
Insurance, Risk Management, Business Analysis, Process Improvement, Business Process..., Litigation Management, Vendor Management, Corporate Governance, Litigation, Analysis, Mergers & Acquisitions, Strategy, Change Management, SDLC, Contract Negotiation, Reinsurance, Executive Management, Project Management, Due Diligence, Liability
Education
The University of Connecticut School of Law 1997 — 2001
Doctor of Law (JD)
Bryant College 1990 — 1994
BS, Finance
Petra Schoe's Lehman Brothers Experience June 2003 - May 2007
Job Investment Banking Professional
Industry Investment Banking
Experience
MERRILL LYNCH June 2007 - Present
Lehman Brothers June 2003 - May 2007
Education
Brown University 1999 — 2003
BA, English Lit, Art History, Criticism and Conservation
MERRILL LYNCH June 2007 - Present
Lehman Brothers June 2003 - May 2007
Education
Brown University 1999 — 2003
BA, English Lit, Art History, Criticism and Conservation
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS