Lehman Brothers Holdings Inc.
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 Founded: 1850, Montgomery, AL Headquarters: New York City, NY Founders: Henry Lehman, Mayer Lehman, Emanuel Lehman Parent organizations: Lehman (Cayman Islands) Ltd, Lehman Brothers Holdings Subsidiaries: Trilantic Capital Partners,
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Lehman Brothers Holdings Inc. Employees
Barclays April 2014 - Present
Lehman Brothers Holdings Inc. January 2012 - September 2013
Lehman Brothers Holdings Inc. October 2008 - January 2012
Lehman Brothers April 2007 - October 2008
Rallye Lexus January 2005 - April 2007
Rallye Lexus January 2005 - April 2007
Skills
• Excellent..., Microsoft office XP,..., • Exceptional..., Options, FX Options, Finance, Derivatives, Financial Risk, Account Reconciliation, Bloomberg, Accounting, Capital Markets, Equities, Fixed Income, Hedge Funds, Hedging, Investment Banking, Investments, Middle Office, Prime Brokerage, Settlement, Trading, Valuation
Education
Fordham University 2000 — 2004
BA, Bachelor’s degree in Business Administration
Ares Management April 2014 - Present
Cushman & Wakefield June 2012 - March 2014
Merrill Lynch June 2011 - August 2011
Lehman Brothers Holdings Inc. June 2010 - August 2010
Skills
Valuation, Financial Modeling, Financial Analysis, Real Estate Economics, Microsoft Excel, Capital Markets, PowerPoint, Microsoft Office, Bloomberg, Equities, Market Research, Investment Banking, Microsoft Word, Real Estate, Bloomberg Terminal
Education
Cornell University 2009 — 2012
Bachelor of Science, Finance / Real Estate
Lehman Brothers Holdings Inc. July 1989 - Present
Lehman Brothers Holdings Inc. September 2007 - June 2009
Oppenheimer & Co. June 1988 - July 1989
Skills
Microsoft Excel, Great Plains Software, PeopleSoft, Budget Reconciliation, Purchase Orders, Budgets, Vendor Management, Accounts Payable, Process Improvement, Accounting, Financial Analysis, Auditing, Expenses, Risk Management, Account Reconciliation, Management, Business Process, Asset Management, Due Diligence, Finance, Human Resources, Project Management, Training
Education
Laguardia Community College 1986 — 1988
AAS, Accounting
Posterscope USA February 2010 - February 2013
AllianceBernstein November 2004 - October 2009
Credit Suisse Asset Management April 2004 - November 2004
ABN AMRO September 2003 - April 2004
Lehman Brothers Holdings Inc. October 2000 - January 2003
Education
Bauder College 1991 — 1993
Associate of Arts (A.A.), Fashion Merchandising
Kite Realty Group August 2013 - Present
Parkway Properties October 2011 - Present
Banyan Street Capital May 2011 - October 2011
Eola Capital August 2009 - May 2011
Barclays Capital September 2008 - May 2009
Lehman Brothers Holdings Inc. August 2001 - September 2008
Education
Columbia Business School 1999 — 2001
MBA, Real Estate Finance
Tufts University 1992 — 1996
Bachelor of Science, Civil Engineering
Cantor Fitzgerald & Co January 2011 - Present
Loughlan Group LLC January 2003 - January 2011
Lehman Brothers Holdings Inc. January 1996 - January 2003
Credit Suisse January 1993 - January 1996
Education
Amherst College
Capital One September 2013 - Present
Highbridge Community & Life Center 2009 - March 2013
NII Holdings, Inc. May 2010 - December 2012
Independent Consultant January 2009 - February 2010
Obrem Capital October 2007 - November 2008
The Blackstone Group July 2006 - October 2007
Cingular Wireless (now AT&T Wireless) July 2001 - June 2004
Lehman Brothers Holdings Inc. July 1999 - June 2001
Skills
Due Diligence, Restructuring, Business Strategy, Strategic Partnerships, Financial Modeling, Strategy, Corporate Development, Mergers & Acquisitions, Strategic Planning, Consulting, Investment Banking, Strategic Leadership, Start-ups, Product Management
Education
Harvard Business School 2004 — 2006
MBA, General Management
Duke University 1995 — 1999
BA, Economics, Public Polciy
SPHERE Technology Solutions June 2010 - Present
Independent Consulant December 2008 - May 2010
Barclays Capital September 2008 - November 2008
Lehman Brothers Holdings Inc. July 1996 - September 2008
Skills
Microsoft Exchange, IT Service Management, Security, Strategy, Storage, Vendor Management, Microsoft Technologies, SharePoint, Professional Services, ITIL, Servers, Messaging, Identity Management, Disaster Recovery, Enterprise Architecture, Infrastructure, Data Center, Active Directory
Education
Dover Business College 1995 — 1996
Computer and Network Tech
The LIRO Group October 2012 - Present
NEW JERSEY’S SCIENCE & TECHNOLOGY UNIVERSITY PEOPLE TO BUSINESS (P2B) TALENT NETWORK August 2011 - Present
Quantex Laboratories October 2012 - September 2013
WestLB Bank October 2006 - July 2011
Bank of America Securities Inc. March 2004 - August 2006
Lehman Brothers Holdings Inc. October 2000 - March 2004
BMO Nesbitt Burns 1998 - 2002
NatWest Markets 1994 - 1998
HYM Financial Securities December 1993 - April 1994
Fitch Investors June 1988 - December 1993
Skills
Risk Management, Mergers, Hedge Funds, Financial Analysis, Due Diligence, Capital Markets, Fixed Income, Finance
Education
Fairleigh Dickinson University 1990 — 1992
MBA, Accounting
Fairleigh Dickinson University 1980 — 1985
BS, Economics & Finance
Bergen Catholic High School
BlackRock February 2013 - Present
BlackRock March 2012 - February 2013
BlackRock April 2009 - March 2012
R3 Capital Partners May 2008 - April 2009
Lehman Brothers Holdings Inc. August 2000 - May 2008
Skills
Fixed Income, Hedge Funds, Mergers & Acquisitions, Securities Lending, Equities, Asset Management, Due Diligence, Capital Markets, Alternative Investments, Portfolio Management, Finance, Bloomberg, Investments
Education
UCLA Anderson School of Management 1998 — 2000
MBA, Quantitative Finance
Kenyon College 1992 — 1996
BA, Economics, Political Science
Camden High School August 2007 - Present
Duval County Public Schools August 2004 - June 2007
Lehman Brothers Holdings Inc. September 2001 - July 2004
Rosenburg Humprey Program November 1997 - August 2001
New York City Police Department June 1990 - June 1999
Skills
Instructional Design, Staff Development, Curriculum Design, Curriculum Development, Educational Leadership, Adult Education, Classroom, Technology Integration, E-Learning, Tutoring, Educational Technology, Research, Teaching, Special Education
Education
Capella University 2009 — 2012
Doctorate of Education, Curriculum & Instruction
University of North Florida 2003 — 2007
masters, education
City College of New York 1997 — 2001
Bachelors of Science, Economics and Business Management
Presidential Bank January 2013 - June 2015
Moelis & Company January 2011 - December 2012
LAMCO LLC May 2010 - December 2010
Lehman Brothers Holdings Inc. October 2008 - May 2010
Lehman Brothers May 1992 - March 2008
Goldman Sachs & Co. June 1987 - August 1989
Skills
Structured Products, Derivatives, Public Finance, Interest Rate..., Capital Markets, Valuation, Restructuring, Bankruptcy, Risk Management, Financial Advisory, P3, Infrastructure, Project Finance, Renewable Energy, Fixed Income, Investment Banking, Structured Finance, Hedge Funds, Financial Structuring, Private Equity, Credit, Bonds, Finance, Strategy, Securities, Emerging Markets, Securitization, Equities
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
MBA, Finance and International Business
The Johns Hopkins University 1981 — 1985
BA, Political Science - International Strategic Studies
Franklin University Switzerland 1981 — 1981
Political Science and Government
Merchant Cash and Capital August 2013 - Present
Bryant University September 2009 - May 2013
Lehman Brothers Holdings Inc. June 2012 - August 2012
Skills
Microsoft Office, Excel, Word, PowerPoint, OneSource, Enterprise Reporting..., Great Plains Software, GEMS, Visual Basic, Access, Data Analysis, Financial Analysis, Facebook, Financial Modeling, Leadership, Gems, Social Networking, Tax
Education
Bryant University 2009 — 2013
Bachelor's degree, Finance Major, Sociology Minor
Fairfield Ludlowe High School 2006 — 2009
Hacking Health 2014 - Present
Standard Chartered Bank 2014 - Present
TIAA-CREF 2013 - 2014
ForwardThink Group 2013 - 2014
Citi 2012 - 2013
Bank of America 2010 - 2012
Citi 2009 - 2010
ZaraVista, Inc. 2009 - 2009
Barclays Capital 2008 - 2009
Lehman Brothers Holdings Inc. 2007 - 2008
Skills
SDLC, Vendor Management, Requirements Analysis, Unix, Agile Methodologies, Integration, Oracle, Enterprise Architecture, Program Management, Disaster Recovery, Perl, Web Services, Databases, Process Improvement, Project Management, Java, J2EE Web Services, Python, MySQL, Portfolio Management, Open Source Software, ITIL, PMP, Project Portfolio...
Education
Stevens Institute of Technology 2005 — 2008
M.S., Management (Project Management)
Rutgers University-New Brunswick 2004 — 2004
MBA, Business Management
National Technological University 2000 — 2000
M.S., Computer Science
Columbia University in the City of New York 1999 — 2000
M.S., Computer Science
City University of New York-College of Staten Island 1997 — 1998
Bachelor of Science (B.S.), Computer Science, CGPA: 3.73
National University of Computer and Emerging Sciences 1994 — 1996
B.S., Computer Science
Forman Christan College 1992 — 1993
F.S.C., Engineering
The Cathedral High School 1980 — 1991
O levels
Bank of Montreal August 2015 - Present
Capital Markets Advisors LLC January 2015 - July 2015
Bank of America Merrill Lynch 2006 - 2014
Bear Stearns & Co. Inc. 2002 - 2006
Bear Stearns Financial Products Inc. & Bear Stearns Trading Risk Management Inc. 1994 - 2002
Lehman Brothers Holdings Inc. 1992 - 1994
Westpac 1989 - 1992
Salomon Brothers 1988 - 1989
Salomon Brothers 1987 - 1988
Salomon Brothers 1986 - 1987
Skills
Derivatives, Fixed Income, Banking, Dodd-Frank, FACTA, ISDA, Loans, Credit, Credit Risk, Risk Management, GMRA, Manage Client..., Document Review, Onboarding, Regulatory Requirements, Series 24, Series 7, Series 63, Integration, Process Improvement, Product Development, Project Management, Business Process..., Client Relations, Client Services, Client Development, Team Leadership, Recruiting
Education
Iona College 1979 — 1983
Finance, BBA
ettain group February 2012 - Present
New York Langone Medical Center March 2011 - July 2011
Lehman Brothers Holdings Inc. October 2009 - March 2011
Cornell University Cooperative Extension June 2009 - October 2009
New York Langone Medical Center December 2008 - January 2009
Staten Island University Hospital February 2006 - December 2008
Technicolor September 2005 - December 2005
Education
DeVry University 2009 — 2014
Bachelor's degree, Computer Science, 3.4
Focus-Hope Information Technologies Center 2000 — 2001
CCNA, Computer Science
Comp USA 2000 — 2000
Computer Science
Oppenheimer & Co. September 2011 - Present
Lehman Brothers Holdings Inc. October 2009 - August 2011
Financial Guaranty Insurance Company August 2006 - September 2009
S.A.C. Capital Advisors October 2002 - February 2006
Skills
Portfolio Management, Investment Management, Security Analysis, Trading, EBS, Fixed Income, Capital Markets, Derivatives, Private Equity, Equity Research, Investment Banking, Investments, Hedge Funds, Bonds, Equities, Emerging Markets, Financial Risk, Asset Allocation, Finance, Bloomberg Terminal
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Finance and Capital Markets
Barnard College 1998 — 2002
AB, History, Economics
Sumitomo Mitsui Banking Corporation April 2014 - Present
Barclays February 2013 - April 2014
Morgan Stanley September 2011 - February 2013
Lehman Brothers Holdings Inc. April 2007 - December 2010
CIBC WORLD MARKETS July 2006 - April 2007
Education
Baruch College 1995 — 2000
BBA, Finance and Investment
Bank of America Merrill Lynch February 2014 - Present
PineBridge Investments July 2010 - May 2012
Pia Capital Management LP March 2011 - October 2011
Morgan Stanley June 2009 - April 2010
Lehman Brothers Holdings Inc. March 2009 - June 2009
Lehman Brothers January 2007 - November 2008
Lehman Brothers Commercial Corporation January 1998 - November 2008
Lehman Brothers 2002 - 2007
Lehman Brothers 1998 - 2002
Lehman Brothers 1992 - 1998
Skills
Fixed Income, Hedge Funds, Prime Brokerage, Derivatives, Capital Markets, Alternative Investments, Due Diligence, Commodity, Equities, Investments, Options, Trading, Bonds, FX Options, Structured Products, Risk Management, Investment Banking, Financial Structuring, Financial Risk, Private Equity
Education
Harvard University 1974 — 1978
B.A., Psychology & Social Relations
Kent School, Kent, Ct 1970 — 1974
Applied Materials March 2013 - Present
Lehman Brothers Holdings Inc. December 2009 - March 2013
White & Case February 2006 - June 2008
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
MBA, Finance
Hobart and William Smith Colleges 1996 — 2000
BA, Economics
Anbau Enterprises March 2010 - August 2014
First Dartmouth Advisors 2009 - 2010
America First Apartment Investors, Inc. 2005 - 2008
ING Clarion Partners 2004 - 2005
DRA Advisors LLC 1999 - 2004
Lehman Brothers Holdings Inc. 1997 - 1999
Turner Construction Company 1986 - 1996
Education
Columbia University in the City of New York
MS, Real Estate Development
Massachusetts Institute of Technology
BS, Civil Engineering
Ampersand Health April 2014 - Present
Behavioral Health Group April 2013 - December 2013
e+CancerCare April 2009 - February 2013
Stephens Inc. 2005 - 2009
Lehman Brothers Holdings Inc. 1999 - 2005
Bear Stearns 1994 - 1999
Skills
Private Equity, Mergers, Financial Modeling, Financial Analysis, Venture Capital, Due Diligence, Valuation, Corporate Finance, Investment Banking, Corporate Development, Finance, Financial Reporting, Risk Management, Capital Markets, Restructuring, Accounting, Acquisition Integration
Education
The University of Texas at Austin 1988 — 1990
MBA, Finance
Duke University 1982 — 1986
BS Civil Engineering/Economics
Lehman Brothers Holdings Inc. January 2013 - Present
LAMCO LLC May 2010 - December 2012
TriMont Real Estate Advisors June 2003 - May 2010
KeyBank Real Estate Capital September 2002 - June 2003
Curragh Realty Advisors March 2001 - September 2002
Arbor Commercial Mortgage April 1995 - March 2001
Lehman Brothers April 1987 - March 1995
Skills
Workout, Asset Management, Real Estate, Due Diligence, Valuation, Real Estate Finance, Underwriting, Loan Origination, Disposition, Asset Managment, Real Estate Economics, Real Estate Transactions, Investment Properties, Restructuring, Real Estate Financing, Loans, Credit, Investments
Education
New York University
Diploma Real Estate Investment Analysis, Real Estate Institute
American University - Kogod School of Business
MBA, Finance
The College of Wooster
B.A., Liberal Arts
Goethe Institut
Zeugnis Mittelstuffe Deutschen Sprache Im Ausland, Foreign Language - German
Culver Military Academy
High School
XL Sports Management November 2010 - Present
One Path Practice Management Advisors, LLC May 2010 - Present
AmStar Litigation Support June 2008 - June 2010
Diversified Sales and Marketing, LLC March 2007 - June 2008
Countrywide November 2005 - March 2007
Lehman Brothers Holdings Inc. September 2004 - November 2005
Automotive Investment Goup/ VT Inc. August 1996 - September 2004
Education
Florida State University 1994 — 1996
B.S., Criminology and Criminal Justice
Clarion University of Pennsylvania 1991 — 1994
Political Science
Standard Chartered Bank November 2012 - Present
Barclays April 2011 - November 2012
Lehman Brothers Holdings Inc. March 2009 - July 2010
Barclays Capital November 2008 - March 2009
Lehman Brothers August 1998 - September 2008
Morgan Stanley October 1992 - August 1998
Skills
Capital Markets, Fixed Income, Investment Banking, Credit Derivatives, Bloomberg, Derivatives, Equities, Middle Office, Prime Brokerage, Banking, Financial Modeling, Financial Services, Operational Risk, Treasury Management
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Finance & Investments
Columbia Alumni Association 2010 - Present
Morgan Stanley Smith Barney 2009 - Present
Columbia Business School Alumni Club of NY (CBSAC/NY) 2000 - 2010
Lehman Brothers Holdings Inc. 1999 - 2008
United States Senator Pete V. Domenici 1994 - 1997
Suffolk County Legislator William C. Jones 1991 - 1993
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
The George Washington University - School of Business 1987 — 1991
BA, International & Public Management
The Gunnery Prep School 1983 — 1987
High School, Liberal Arts
Lehman Brothers Holdings Inc. November 1993 - December 2014
EY July 1989 - November 1993
Skills
Capital Markets, Fixed Income, Derivatives, Equities, Investment Banking, Valuation, Corporate Finance, Financial Analysis, Hedge Funds, Risk Management, Bloomberg, Finance, Due Diligence, Auditing
Education
City University of New York-Brooklyn College
Bachelor of Science (B.S.), Accounting
Lehman Brothers Holdings Inc. March 2009 - December 2014
LAMCO LLC July 2010 - December 2012
Alvarez & Marsal March 2009 - June 2010
JPMorgan 2008 - 2009
Bear Stearns August 2007 - March 2008
Credit Suisse March 2005 - August 2007
UBS Investment Bank January 2002 - March 2005
Arthur Andersen July 1999 - January 2002
Summit Systems December 1996 - June 1999
Skills
Portfolio Management, Financial Risk, Fixed Income, Management Consulting, Finance, Capital Markets, Risk Management, Derivatives, Financial Services, Hedge Funds, Asset Management, Management, Strategy, Business Intelligence, Business Analysis, Asset Managment, Financial Modeling, Private Equity, Investment Banking, Structured Products, Valuation, Trading, FX Options, Securities, Trading Systems, Due Diligence, Credit, Equities
Education
Baruch College, City University of New York (CUNY)
MBA, Investment Analysis & Corporate Finance
New York University
BA, Biology
Citi April 2012 - May 2014
Baruch College 2013 - 2013
Baruch College 2013 - 2013
Baruch College 2013 - 2013
The Award Group March 2010 - May 2011
Lehman Brothers Holdings Inc. February 2008 - July 2008
Skills
Data Entry, Cold Calling Experience, Microsoft Applications, Customer Service, Sales, Research Information, Derivatives, Accounting, CRM, Selling, Finance, Cold Calling, FX Options, Leadership, Banking, Student Leadership, Student Engagement, Time Management, Financial Services, Microsoft Office, PowerPoint, Microsoft Word
Education
Baruch College 2011 — 2014
Bachelor of Arts (B.A.), Business/Corporate Communications
Baruch College, City University of New York (CUNY) 2011 — 2014
Bachelor of Arts (B.A.), Business/Corporate Communications, Graduate
Borough of Manhattan Community College 2007 — 2011
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Infosys 2010 - Present
Lehman Brothers Holdings Inc. 2007 - 2009
Infosys 2006 - 2007
Skills
PL/SQL, Oracle, Requirements Analysis, Oracle E-Business Suite, Data Warehousing, SQL, Oracle Applications, Solution Architecture, SDLC, Business Intelligence, Java, Requirements Gathering, Project Management
Education
Great Lakes Institute of Management 2009 — 2010
Master of Business Administration (MBA), Marketing
Acuity Derivatives September 2011 - Present
Lehman Brothers Holdings Inc. May 2009 - September 2011
Intellectual Capital Inc. 2004 - 2009
JP Morgan 2001 - 2004
Cygnifi (A J.P. Morgan Company) 2000 - 2001
JP Morgan Chase 1998 - 2000
HSBC 1995 - 1998
Skills
Credit Derivatives, Software Project..., Dodd-Frank, Technology Strategy..., Regulatory Strategy, Bankruptcy, Program Management, CVA, Risk Management, Interest Rate..., Fixed Income, VAR, P&L Attribution, Derivatives, Valuation, Capital Markets, Investment Banking, Trading Systems, Equities, Market Data, Middle Office, Financial Markets, Financial Risk, Portfolio Management, C Suite, Strategy, Entrepreneurship
Education
Columbia University in the City of New York
Credits
London School of Economics and Political Science
Msc (Econs)
University of Lagos
BSc
Thomson Reuters November 2013 - Present
European Securities Network February 2011 - October 2013
Willis November 2010 - February 2011
Lehman Brothers Holdings Inc. November 2009 - May 2010
Genotec Nutritionals May 2006 - September 2009
Late Nite Binghamton August 2007 - May 2009
Office of Campus Life January 2007 - May 2008
Skills
Derivatives, Accounting, Trading, Salesforce.com, Thomson Reuters Eikon, Bloomberg Terminal, Omgeo Oasys, CTM, International..., US Equities, European Equities, Fixed Income
Education
Binghamton University - School of Management 2005 — 2009
BS
KKR July 2015 - Present
Apollo Global Management LLC June 2014 - August 2014
J.P. Morgan June 2013 - August 2013
J.P. Morgan June 2012 - August 2012
Lehman Brothers Holdings Inc. June 2010 - August 2011
Skills
Financial Modeling, Bloomberg, Equities, Hedge Funds, Fixed Income, Data Analysis, PowerPoint, Private Equity, Economics, Microsoft Excel
Education
Harvard University
A.B., Economics, Summa Cum Laude, Phi Beta Kappa
The Pingry School
Morgan Borszcz Consulting November 2011 - Present
Accenture Services July 2009 - November 2011
Lehman Brothers Holdings Inc. June 2008 - August 2008
Skills
SAP Portal, SAP R/3, SAP, Financial Analysis, Analysis, Integration, Forecasting, Business Analysis, SAP Implementation, SAP ERP, Program Management, ABAP, SAP Netweaver, SAP BW, Business Process, Change Management, SD, Financial Reporting
Education
Hampton University 2005 — 2009
B.S., Accounting
Hampton University 2005 — 2009
Bachelor of Applied Science (BASc), Accounting
Barclays November 2009 - Present
Lehman Brothers Holdings Inc. September 2008 - July 2010
Lehman Brothers December 1998 - September 2008
Skills
Application Support, Infrastructure
Education
City University of New York City College 1993 — 1997
BS, Information Systems
Goldman Sachs August 2014 - Present
Lyxor Asset Management March 2013 - August 2014
NewOak Capital October 2012 - February 2013
UBS Investment Bank March 2012 - June 2012
Fordham Journal of Corporate and Financial Law May 2011 - May 2012
US Securities and Exchange Commission January 2012 - March 2012
Lincoln Square Legal Services August 2011 - December 2011
New Jersey Office of Attorney General June 2011 - August 2011
New York City Department of Investigation June 2010 - August 2010
Lehman Brothers Holdings Inc. July 2008 - November 2008
Skills
Legal Research, Legal Writing, Litigation, Securities
Education
Fordham University School of Law 2009 — 2012
JD, Securities, Finance
Florida International University 2004 — 2008
Bachelor of Business Administration, International Business Honors, magna cum laude
Dilit International School
Study Abroad, Italian language & culture
Universidad Complutense de Madrid
Study Abroad, Advanced Spanish language & culture
WaveCrest Secutrities March 2013 - Present
Tuxedo Park Fine Homes 2014 - Present
Cheiron Trading 2011 - 2012
Geneva Energy Markets 2011 - 2011
Power Merchants Group 2010 - 2011
Cheiron Trading 2009 - 2010
Lehman Brothers Holdings Inc. 2009 - 2009
Credit Suisse / Glencore Alliance 2008 - 2008
Bank of America 2006 - 2008
Valhalla Capital Advisors 2005 - 2006
Skills
Derivatives, Options, FX Options, Asset Managment, Trading, Capital Markets, Hedge Funds, Commodity Markets, Proprietary Trading, Investments, Fixed Income, Swaps, Equities, Trading Systems, Commodity, Investment Banking, Valuation, Financial Markets
Education
Columbia Business School 1990 — 1992
MBA, Finance
Georgetown University 1983 — 1987
MSBA, Finance
ANZ March 2015 - Present
Nomura Securities October 2013 - February 2015
Mizuho Capital Markets Corp. December 2012 - September 2013
Barclays Capital June 2011 - December 2012
Lehman Brothers Holdings Inc. September 2008 - December 2010
Lehman Brothers December 2005 - September 2008
Skills
Derivatives, Equities, Fixed Income, Capital Markets, Investment Banking, Hedge Funds, Equity Derivatives, FX Options, Options, Superior Client Service, Client OnBoarding, ISDA, Dodd-Frank, Trading, Risk Management, Market Risk, Financial Modeling, Bloomberg Terminal, Equity Trading, Product Control, Due Diligence, Valuation, Prime Brokerage, Operations Management, Regulatory Documentation, Manage Client..., Client Liaison, Bloomberg, Onboarding, Securities, AML, Credit, Client Services, Anti Money Laundering
Education
City University of New York-College of Staten Island 2001 — 2005
Bachelors of Science, Finance, Management
Freelance Model November 2010 - Present
Numis Securities April 2012 - February 2013
FTSE July 2011 - April 2012
Neuberger Berman June 2007 - June 2011
Lehman Brothers Holdings Inc. April 2006 - June 2007
Skills
Notary Public, Travel Arrangements, Data Entry, Real Estate, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, SAP ERP, Meeting Planning, Minutes, Event Planning, Supervising, Project Coordination, Coordinating Events, Client Liaison, Corporate Relocation, International..., Roadshows, Contract Negotiation, Executive..., Appointment Scheduling, Administrative..., Time Management, Modeling, Fashion Shows, Public Speaking, Spokesperson, Television, Project Management, Makeup Artistry, Events Organisation, Video Production, Talk Show, Promotional Model, Social Networking, Office Management, Administrative..., Blogging, Microsoft Office, Management, Customer Service
Education
Walden University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
CUNY Medgar Evers College 2007 — 2008
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Barclays Investment Bank January 2015 - Present
Lehman Brothers Holdings Inc. June 2014 - January 2015
Big Brothers Big Sisters September 2011 - May 2014
Madison Investment Fund September 2010 - May 2014
Lehman Brothers Holdings Inc. June 2013 - August 2013
Lehman Brothers Holdings Inc. June 2012 - August 2012
Wall Street Experiential Learning Study Tour May 2012 - May 2012
AIFS June 2011 - August 2011
Skills
Valuation, Portfolio Management, Derivatives, Finance, Strategy, Investments, Equities, Asset Management, Investment Banking, Credit, Analysis
Education
James Madison University - College of Business 2010 — 2014
Bachelor's Degree, Finance
Sanctuary 7 August 2013 - Present
Pink Siren Sports January 2012 - Present
RunnerBox January 2013 - December 2014
Rona, Basis Aude, Lipton, Specialized Designs for Women, Tibco, Mellow Mushroom, Pink Siren Sports January 2003 - September 2014
Wheelbuilder.com November 2011 - July 2012
Lehman Brothers Holdings Inc. September 1997 - September 2002
Skills
Customer Service, Sales, Leadership, Social Media, Marketing, Sports, Microsoft Excel, Microsoft Word, Wellness Coaching, Personal Training, Xcart, NopCommerce, Financial Reporting
Education
Colorado College 1993 — 1997
BA International Political Economy
Lehman Brothers Holdings Inc. February 2009 - Present
Lehman Brothers January 2006 - February 2009
Lehman Brothers September 2001 - January 2006
Skills
Fixed Income, Derivatives, Bloomberg, Swaps, Interest Rate..., Credit Derivatives, Options, Middle Office, Trading Systems, Rates, Intermediation, Client Services, Prime Brokerage, Markitwire, Financial Services, Small Business, Interest Rate Swaps
Education
UF Hough Graduate School of Business 2007 — 2008
Master of Business Administration (M.B.A.), Business
University of Florida - Warrington College of Business Administration 1997 — 2001
BSBA, Finance
Florida Atlantic University
Certificate in Corporate Financial Management
Convergex July 2015 - Present
Lehman Brothers Holdings Inc. 2012 - Present
Corporate Capital Trust 2011 - Present
Capmark September 2009 - 2011
Masonite February 2006 - October 2007
Willis 2000 - 2004
Smith Barney 1991 - 1995
Lehman Brothers Kuhn Loeb and Successors 1980 - 1989
Education
Amherst College
BA, Economics
The Queen's College, Oxford
Master's degree, Jurisprudence
Yale Law School
Doctor of Law (JD)
Citco Fund Services August 2011 - Present
BNP Paribas December 2009 - August 2011
Lehman Brothers Holdings Inc. September 2008 - December 2009
Lehman Brothers July 2008 - September 2008
Deutsche Bank May 2007 - January 2008
Wellington Management July 2006 - December 2006
Aviva Life Insurance June 2005 - December 2005
Skills
Fixed Income, Market Data, Bloomberg, Derivatives, Equities, Interest Rate..., Bloomberg Terminal, Bonds, Swaps, Middle Office
Education
Baruch College, City University of New York (CUNY) 2013 — 2015
Certificate of Advanced Finance and Investments, Finance
Northeastern University 2004 — 2008
BA, Finance and Marketing
VitAg Corp. August 2014 - Present
ISO New England October 2013 - Present
Denham Capital Management October 2010 - December 2013
Potomac Asset Management January 2010 - July 2010
H2Gen Innovations, Inc. July 2003 - November 2009
Mirant September 1999 - June 2002
Mirant May 1996 - August 1999
Oxbow Power Corp, May 1990 - April 1996
Lehman Brothers Holdings Inc. July 1985 - April 1990
Lehman Brothers August 1981 - July 1985
Skills
Strategy, Mergers, Energy, Business Development, Corporate Finance, Start-ups, Mergers & Acquisitions, Renewable Energy, Finance, Risk Management, Private Equity
Education
Woodrow Wilson School, Princeton University 1977 — 1979
Masters of Public Affairs, Economics
Harvard University 1970 — 1974
Bachelor of Arts (BA), Social Studies, Magma Cum Laude, Phi Beta Kappa
Lehman Brothers Holdings Inc. April 2011 - Present
Reval Inc. June 2010 - August 2011
QRT Management December 2008 - February 2011
Platinum Grove Asset Management 2004 - 2008
Reval Inc. August 2002 - August 2004
58K.com September 1999 - October 2001
DKB (Dai-ichi Kangyo Bank) Financial Products, Inc October 1992 - September 1999
Skills
Fixed Income, Currency, Derivatives, Equities, Trading, Volatility, Options, Swaps, Programming, Modeling, Hedging, Equity Derivatives, Structured Products, Rates, Portfolio Management, Bloomberg, Arbitrage, Proprietary Trading, Financial Markets, Valuation, CDS, Relative Value, Risk Management, Quant, Electric Vehicles, Financial Risk, Financial Engineering, Credit Derivatives, Foreign Exchange, Middle Office, Quantitative Investing, Quantitative Finance, Interest Rate..., Electronic Trading, FX Options, Market Risk, Hedge Funds, Commodity, Trading Strategies, Market Data, Capital Markets, Alternative Investments, Equity Trading, Web Browsing, Alcoholic Beverages
Education
Columbia Engineering 2003 — 2007
MS, Computer Science
Yale University 1991 — 1992
MS, Physics
Columbia College (NY) 1987 — 1991
BA, Physics, Math
U.S. Bank September 2015 - Present
ASICO LLC February 2014 - December 2014
3i Infotech October 2011 - June 2012
Nomura Securities June 2007 - September 2011
Lehman Brothers Holdings Inc. June 2007 - January 2008
Skills
Strategic Sourcing, Vendor Management, Business Analysis, Requirements Gathering, Business Process, Requirements Analysis, Business Requirements, Offshoring, Analysis, Management, Financial Modeling, Procurement, Finance, Risk Management
Education
Sullivan University 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General, GPA:3.98
SIES College Of Management Studies 2009 — 2011
Master of Business Administration (MBA), Finance, General
University of Mumbai 2005 — 2007
Master's degree, Commerce
University of Mumbai 2002 — 2005
Bachelor's degree, Business/Commerce, General
UTH January 2010 - Present
UT Holdings Limited January 2010 - Present
Lehman Brothers Holdings Inc. March 2007 - December 2009
WESTLB AG (WESTDEUTCHE LANDESBANK) January 2005 - November 2007
MERRILL LYNCH GLOBAL PRIVATE CLIENT GROUP May 2005 - August 2005
SCHUYLER COUNTY FINANCE PROJECT May 2004 - August 2004
BROOME COUNTY DEPARTMENT OF SOCIAL SERVICES May 2004 - August 2004
Skills
Internal Audit, Finance, Financial Analysis, Auditing, Analysis, Financial Risk, Internal Controls, Accounting, Sarbanes-Oxley Act, Financial Reporting
Education
Binghamton University 2003 — 2005
Masters of Public Administration, Public Finance
Binghamton University 1999 — 2003
Bachelor of Arts (B.A.), Financial Economics
Wells Fargo Advisors, LLC March 2010 - Present
Morgan Stanley Smith Barney 2003 - March 2010
Lehman Brothers Holdings Inc. 1994 - 1999
Skills
Mutual Funds, Securities, Equities, Risk Management, Finance, Investments, Series 7, Portfolio Management, Wealth Management, Financial Services, Asset Management, Retirement Planning, Alternative Investments, Series 63
Education
Bentley University 1983 — 1987
B of Science, Finance
Brewster Academy 1981 — 1982
College Prep, College Prep
Lehman Brothers Holdings Inc. April 2014 - Present
PC Richard & Son September 2008 - April 2014
Education
Baruch College, City University of New York (CUNY) 2009 — 2013
High School for Math Science and Engineering
Lehman Brothers Holdings Inc. March 2015 - Present
Zicklin Women In Business Club February 2015 - Present
Towns Sports International LLC. May 2014 - September 2014
Apex Engineering September 2013 - February 2014
Purchase College Economics Club September 2013 - January 2014
Oracle (China) Software Systems Co., Ltd. June 2013 - August 2013
American Chamber of Commerce (Southwest China), NPO June 2013 - July 2013
Purchase College Investment Analysis Club December 2012 - May 2013
Qingqing Outfitter, PC July 2012 - August 2012
Go Au Pair October 2010 - June 2012
Skills
QuickBooks, Accounting, Data Entry, Bookkeeping, Retail, Tax, Sales, Financial Statements, Microsoft Office, Customer Service, Data Analysis, Administration, Interpreting, Marketing, Teaching English as a..., Teamwork, Public Speaking, Microsoft Word, Microsoft Excel, PowerPoint
Education
Baruch College, City University of New York (CUNY) 2015 — 2017
Master's degree, Accounting, 3.74
SUNY Purchase 2012 — 2014
Bachelor's Degree, Economics, 4.0
Southwest University, Chongqing, China 2007 — 2010
Bachelor's Degree, Major: English Education, Minor: Chinese Language and Literature, 3.7
Consultant April 2012 - Present
MLM Healthcare Consulting, LLC April 2011 - April 2012
MLM Healthcare Consulting & Recruitment April 2011 - April 2012
Consultant In Finance & Health care January 2006 - April 2011
HealthFirst, Inc February 2000 - October 2003
Healthfirst August 1999 - October 2003
Healthfirst August 1999 - October 2003
Healthfirst August 1999 - October 2003
PHS First Option April 1996 - January 1998
Lehman Brothers Holdings, Inc March 1996 - January 1998
Skills
Compliance, Regulatory Reporting, Marketing Strategy, Medicare Part D, Medicare, HEDIS, Outlook Express, Team Leadership, Medicare Supplements, Compliance Audits, Recruitment/Retention, Healthcare IT, Medicaid, Insurance Verification, Insurance, Leadership Development, Real Estate, Managed Care, Executive Management, Healthcare Industry, Health Insurance, Provider Relations, JavaScript, Network Development, Call Center..., Healthcare Information..., Healthcare Management, Healthcare Consulting, Operations Management, Employee Benefits
Education
De Sales University 1982 — 1986
Bachelor of Arts, Business Management
DeSales University 1982 — 1986
BA, Business Management
DeSales University 1982 — 1986
Bachelor of Arts (BA), Business Management
Morrison & Foerster LLP May 2012 - Present
Bank of America August 2008 - May 2012
Lehman Brothers Holdings Inc. March 2007 - August 2008
ACC Capital Holdings March 2002 - March 2007
Kirkpatrick & Lockhart LLP February 1995 - March 2002
Brownstein Zeidman and Lore April 1991 - February 1995
Federal Reserve Board October 1986 - April 1991
Skills
Financial Regulation, Consumer Lending, Mortgage Banking, Due Diligence, Structured Finance, Capital Markets, Financial Services, Banking, Financial Institutions, Risk Management, Securitization, Corporate Governance, Privacy Law, Loans, Securities
Education
The Catholic University of America, Columbus School of Law 1983 — 1986
Doctor of Law (JD), Law
Clark University 1977 — 1981
Bachelor of Arts (B.A.), Philosophy, Government
Duke Athletics January 2015 - April 2015
Wasserman Media Group 2015 - 2015
Wasserman Media Group 2015 - 2015
Sponsors for Educational Opportunity August 2013 - July 2014
Ernst & Young September 2010 - August 2013
Barclays Capital June 2009 - August 2009
Lehman Brothers Holdings Inc. June 2008 - August 2008
Skills
Fluent in Spanish, Valuation, Strategy, Market Research, Real Estate, Due Diligence, Financial Analysis, Real Estate Economics, Microsoft Excel, Microsoft Office, Forecasting, Corporate Finance, Hospitality, PowerPoint, Written and spoken..., Analysis, Competitive Analysis, Marketing, Public Speaking, Management, Leadership, Event Planning
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (MBA), Marketing Strategy/Sports
Cornell University 2007 — 2010
Bachelor of Science, Hotel Administration
Harris Williams & Co. May 2013 - Present
Fuqua School of Business August 2011 - May 2013
Credit Suisse June 2012 - August 2012
Lehman Brothers Holdings Inc. April 2010 - June 2011
Satellite Asset Management L.P. August 2007 - April 2011
SAC Acquisition LLC November 2006 - August 2007
Skills
Investment Banking, Mergers & Acquisitions, Private Equity, Financial Modeling, Financial Analysis, Analysis, Management, Financial Accounting, Valuation, Due Diligence, Strategy, Capital Markets, Corporate Finance, Tax, Debt Restructuring, Leveraged Finance, Leveraged Lending, LBO, Finance, Business Strategy, Investments, Data Analysis, Management Consulting
Education
Duke Fuqua School of Business 2011 — 2013
MBA, Finance
Brigham Young University 1997 — 2004
BS, Finance / Accounting
Morgan Stanley August 2014 - Present
Original Stix, LLC June 2013 - Present
Brand EDU August 2011 - Present
Lehman Brothers Holdings Inc. November 2012 - August 2014
Morgan Stanley June 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Financial Modeling, Valuation, Data Analysis, Restructuring, Financial Analysis, Asset Managment, Investments, Bankruptcy, Commercial Real Estate, Real Estate, Real Estate Transactions, Real Estate Financing, Investment Management, Corporate Real Estate, Private Equity, Asset Management
Education
Cornell University 2008 — 2011
Bachelors, Finance
Numerix April 2012 - April 2014
UBS September 2010 - April 2012
Lehman Brothers Holdings Inc. January 2009 - September 2010
NumeriX February 2007 - September 2010
Polytechnic University of Hong Kong February 2000 - July 2002
Skills
Quantitative Finance, Derivatives, Financial Engineering, Quantitative Investing, Stochastic Calculus, Credit Derivatives, Equity Derivatives, VBA, Interest Rate..., Trading, Fixed Income, Options, Market Risk, Structured Products, Credit Risk, Risk Management, Volatility, Bloomberg, Swaps, Bonds, Interest Rate Swaps, Capital Markets, Risk Analysis, Structured Finance, Portfolio Optimization, Hedging, Credit, Alternative Investments, Emerging Markets, Trading Systems, FX Options, Commodity, Monte Carlo Simulation, ALM, Hedge Funds, Quantitative Analytics, Financial Markets, CDS, Calypso, Trading Strategies, Financial Risk, Valuation, Financial Modeling, Portfolio Management, Market Data, Equities, VAR, R, Rates, Investment Banking
Education
Baruch College, City University of New York (CUNY) 2005 — 2006
M.S, Financial Engineering
Harbin Institute of Technology
Ph.D, Computer Science
Goldman Sachs July 2012 - Present
Lehman Brothers Holdings Inc. September 2008 - June 2012
Lehman Brothers December 2006 - September 2008
State Street November 2005 - November 2006
Skills
Fixed Income, Derivatives, Trading, Risk Management, Data Analysis, ISDA, Portfolio Management, Financial Risk, Financial Services, Documentation, Reconciliation, Project Management, Operations, Risk Mitigation, Operational Risk, Collateral
Education
Franklin & Marshall College 2000 — 2004
BA, Government
Hanover Park High School 1996 — 2000
High School
AlumCreek Holdings LLC January 2015 - Present
Lehman Brothers Holdings Inc. January 2010 - December 2014
Tannenbaum Helpern Syracuse & Hirschtritt LLP May 2004 - December 2009
Willkie Farr & Gallagher LLP September 1998 - May 2004
Skills
Real Estate, Leases, Legal Writing, Finance, Investment Properties, Due Diligence, Corporate Real Estate, Commercial Real Estate
Education
Duke University School of Law 1994 — 1997
JD, Law
University of Massachusetts, Amherst 1990 — 1994
BA, Political Science, History
WinWater Home Mortgage, LLC March 2014 - Present
TMS, Inc. May 2013 - March 2014
Green Tree Servicing LLC- formerly GMAC Bank/Ally Bank December 2009 - April 2013
Atlantic Property Management, LLC January 2008 - December 2009
Bear Stearns December 2003 - November 2007
Lehman Brothers Holdings Inc. 2001 - 2003
Skills
Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Credit, Loss Mitigation, Fixed Income, Due Diligence, Underwriting, Banking, Investments, FHA, Securitization, Capital Markets, Refinance
Education
Case Institute of Technology
Bachelor of Science (BS), Biochemistry
Case Western Reserve University School of Law
Juris Doctor (J.D.), Law
MBAs Across America November 2012 - Present
Independent March 2011 - September 2012
Reboot August 2011 - April 2012
Neiman Marcus Group January 2011 - July 2011
Humanity in Action 2009 - 2011
Center for American Progress October 2009 - August 2010
Lehman Brothers Holdings Inc. May 2007 - July 2008
Skills
Executive Management, Research, Business Strategy, Strategy, Public Speaking, Public Policy, Strategic Communications, Social Entrepreneurship
Education
Harvard Business School 2012 — 2014
MBA
Yale University 2005 — 2009
Bachelor of Arts, Political Science
The Goodhart Group February 2015 - Present
New York Living Solutions February 2009 - December 2014
Lehman Brothers Holdings Inc. September 2003 - July 2008
Skills
Real Estate, Investments, Investment Properties, Property Management, Leases, Condos, Marketing, Relocation, Residential Homes, Sales, Negotiation, Microsoft Excel, Social Media, Microsoft Office, Customer Service, PowerPoint, Social Media Marketing, Microsoft Word, Event Management, Social Networking, Sellers, Budgets, Real Estate Transactions, Real Estate Development
Education
Fordham University 1999 — 2003
Bachelor of Science (BS), Finance and Economics
Abbott & Associates January 2014 - Present
WeiserMazars LLP June 2014 - July 2014
Lehman Brothers Holdings Inc. May 2013 - January 2014
Gruber Palumberi Raffaele, PC May 2012 - July 2012
Arnold K. Davis & Co., Inc. May 2010 - June 2010
Skills
Microsoft Word, Microsoft Excel, QuickBooks, Windows, PowerPoint, Organization, Strategic Planning, Social Skills, Teamwork, Diligent, Focused Execution, Access, Tax Preparation, Time Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2014 — 2015
Candidate for Masters, Taxation
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Accounting
GTIS Partners August 2014 - Present
Synapse Capital January 2012 - July 2014
Lehman Brothers Holdings Inc. May 2008 - January 2012
Lehman Brothers June 2007 - August 2007
Roseland Property May 2007 - June 2007
Rockwood Real Estate Advisors June 2006 - August 2006
Skills
Real Estate, Financial Modeling, Workout Experience, Real Estate Lending, Asset Management, Restructuring, Real Estate Acquisitions, Finance, Financial Structuring, Disposition, Investment Properties, Portfolio Management, Equities, Valuation
Education
New York University 2009 — 2012
Masters of Science, Real Estate Finance and Investment
Lehigh University 2004 — 2008
Bachelors of Science, Finance
Cadwalader, Wickersham & Taft LLP October 2009 - Present
Neuberger Berman June 2007 - August 2007
Lehman Brothers Holdings Inc. June 2007 - August 2007
Skills
Corporate Law, Legal Research, Legal Writing, Intellectual Property, Legal Assistance, Securities Regulation, Mergers & Acquisitions, Securities, Corporate Finance, Corporate Governance, Team Building, Cross-functional Team..., Project Management, Mentoring, Leadership, Analytic Problem Solving, Due Diligence, Management, Entrepreneurship, Strategy, Pro Bono, Nonprofits, Joint Ventures
Education
Brooklyn Law School 2006 — 2009
JD, Law
Boston University 2001 — 2005
BA, Political Science, Business Administration
John D. O’Bryant School of Mathematics and Science 1997 — 2001
High School, Diploma
Lehman Brothers Holdings Inc April 2009 - Present
Barclays Capital (formerly Lehman Brothers) September 2008 - April 2009
Lehman Brothers July 1994 - September 2008
Deloitte & Touche July 1993 - July 1994
Arthur Andersen June 1987 - July 1993
Skills
Tax, PeopleSoft, Mergers & Acquisitions, Vendor Management, Human Resources, HRIS, Employee Relations, Change Management, Mergers, Risk Management, Budgets, Personnel Management, Equities, Succession Planning, Deferred Compensation, Restructuring, Employee Benefits, Recruiting, Talent Management
Education
Central Connecticut State University 1983 — 1987
BS, Accounting
Cornell University School of Industrial & Labor Relations 2007 — 2008
Certficate, Human Resources Studies
AVS May 2015 - Present
BlackRock May 2013 - May 2015
UBM Tech September 2011 - May 2013
Lehman Brothers Holdings Inc. 2008 - 2009
NY Film Academy 2007 - 2007
Lime TV 2007 - 2007
IMG 2006 - 2007
Classic Sports Network 1995 - 1997
Classic Sports Network 1995 - 1997
HBO Studio Productions 1994 - 1995
Skills
Final Cut Pro, Avid, Multimedia, Post Production, After Effects, Mac, Television, Copywriting, Documentaries, Photoshop, Camera, New Media, Digital Media, Adobe Creative Suite, Avid Media Composer, Broadcast, Broadcast Television, Editing, Film, Sound, Video, Video Production, Web Video, Video Editing
Education
City University of New York-Hunter College
Macquarie Group December 2014 - Present
True Partners Consulting January 2014 - December 2014
Lehman Brothers Holdings Inc. February 2011 - January 2014
JPMorgan Chase March 2000 - February 2011
International Flavors and Fragrances June 1998 - March 2000
Price Waterhouse Coopers February 1995 - June 1998
New York Life Insurance Company 1994 - 1995
Skills
FAS 109 / ASC 740, SEC reporting, Tax Accounting, International Tax, CPA in New York State, Corporate Tax, Tax Compliance, SEC filings, FIN 48, Accounting, Tax, US GAAP, Sarbanes-Oxley Act, FAS109, Restructuring, CPA, Due Diligence, Private Equity
Education
Hofstra University 1989 — 2001
MS, Taxation
Hofstra University 1989 — 1993
BBA, Banking & Finance
Alvarez & Marsal November 2014 - Present
Alvarez & Marsal November 2011 - November 2014
Lehman Brothers Holdings Inc. September 2008 - December 2011
Alvarez & Marsal February 2007 - November 2011
Frenkel & Co. 2005 - 2007
Skills
Financial Modeling, Valuation, Due Diligence, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Restructuring, Corporate Development, Acquisition Integration, Management Consulting, Capital Markets, Business Valuation, Investment Banking, Private Equity, Emerging Markets, Strategy, Investments, Management, Microsoft Excel, Big Data Analytics, Microsoft SQL Server, SQL, Data Analysis
Education
Cornell University 2001 — 2005
B.A., Economics
Liberty Realty February 2014 - Present
Mobile Surveys Inc. May 2011 - January 2014
Liberty Realty May 2008 - March 2011
GE Money June 2006 - March 2008
Lehman Brothers Holdings Inc. September 2003 - May 2006
State Street Bank and Trust 2000 - 2003
State Street 2000 - 2003
Skills
Financial Analysis, Business Strategy, Strategic Planning, Negotiation, New Business Development, Risk Management, Budgets, Microsoft Excel, Project Management, Investments, Finance, Financial Services
Education
Clark University 1995 — 1999
Bachelor of Arts, Business Management, Economics
University of Nairobi 1993 — 1995
BA, Economics, Sociology, Philosophy
Resources Global Professionals March 2014 - Present
Morgan Clarke Enterprises March 2012 - February 2014
Lehman Brothers Holdings Inc. September 2008 - December 2011
Lehman Brothers April 2006 - September 2008
Dexia Credit Local May 2003 - April 2006
Gerber Consulting June 2001 - May 2003
Globecon July 1998 - June 2001
PaineWebber 1994 - 1996
Skills
Derivatives, Trading Systems, Hedging, Product Control, Middle Office, Structured Products, CDS, FX Options, Credit Derivatives, Risk Management, Foreign Exchange, Fixed Income, Equity Derivatives, Trading, ABS, Valuation, Market Risk, Capital Markets, VAR, Treasury, Bloomberg, Equity Trading, Portfolio Management, Proprietary Trading, Hedge Funds, MBS, Financial Risk, Credit Risk, Credit, Interest Rate..., Bonds, Equities, Alternative Investments, Asset Management, Electronic Trading, Emerging Markets, Financial Markets, Financial Structuring, Investment Banking, Options, Securities, Securitization, Structured Finance, Swaps, Commodity, Series 7, Investment Management
Education
Indiana University - Kelley School of Business 1996 — 1998
MBA, Finance
Florida International University 1989 — 1993
BBA, Finance - International Business
Miami Beach Senior High 1985 — 1989
Diploma, High School
Lehman Brothers Holdings Inc. February 2012 - Present
UBS June 2010 - November 2011
Bank of America June 2009 - June 2010
Ivy Asset Management December 2007 - June 2009
Banc of America Securities December 2006 - December 2007
UBS Investment Bank September 2004 - December 2006
Merrill Lynch March 2004 - October 2004
Summit Systems February 1999 - March 2004
Skills
Business Analysis, Project Management, Fixed Income, Visio, Quality Assurance, SDLC, User Acceptance Testing, Derivatives, Software Documentation, Microsoft Excel, Management, Business Requirements, Testing, PowerPoint, Business Process, Analysis, Finance, Investments, Agile Methodologies, Projects, Quality Center, Financial Risk, Microsoft Word, SharePoint
Education
State University of New York Maritime College 1997 — 1999
MS, Transportation Management
Baruch College, City University of New York (CUNY) 1992 — 1996
BBA, Finance & Investments
State University of New York at New Paltz
Business Administration and Management, General
Infinium Capital Management February 2011 - September 2013
Lehman Brothers Holdings Inc June 2009 - April 2011
Deutsche Bank 2000 - May 2009
Greenwich Natwest 1996 - 2000
Lehman Brothers Japan 1993 - 1996
CDC Capital Markets 1991 - 1993
Bankers Trust 1989 - 1991
Salomon Brothers 1986 - 1989
Skills
FINRA Series 7...
Education
Union College 1976 — 1982
BA, Economics
Beijing Language and Culture University 1980 — 1981
Language Diploma
AFLAC March 2007 - Present
Oppenheimer Capital January 1990 - April 1992
Lehman Brothers Holdings Inc. August 1983 - January 1990
Skills
Term Life Insurance, Health Insurance, Disability Insurance, Insurance, Umbrella Insurance, Cafeteria Plans, Employee Benefits, Universal Life, Whole Life, Life Insurance, Property & Casualty..., Long-term Care, Small Business, Critical Illness, Sales, Accident, Health Savings Accounts, Licensed Life & Health..., Brokers, Flexible Spending..., Permanent Life Insurance, Accident Insurance, Homeowners, Group Insurance, Life & Health Insurance...
Education
Drew University 1979 — 1983
B.A., Political Science
Canfield Scientific February 2014 - Present
Toys R Us October 2011 - February 2014
Freelance Web Developer November 2009 - October 2011
Lehman Brothers Holdings Inc. August 2007 - April 2009
Skills
Data Analysis, Microsoft Excel, Financial Analysis, Microsoft Office, Microsoft Word, HTML, CSS, JavaScript, PHP, MySQL, Java, Strategic Planning, PowerPoint, C++, 3D graphics
Education
Cornell University 2003 — 2007
Bachelor's degree, Economics
Brown Brothers Harriman June 2015 - Present
AXA Investment Managers September 2012 - Present
WCAS Fraser Sullivan Investment Management September 2011 - July 2012
Lehman Brothers Holdings Inc. December 2008 - September 2011
Lehman Brothers July 2006 - October 2008
Skills
Asset Management, Financial Modeling, Research, Valuation, Excel, Fixed Income, Financial Analysis, Portfolio Management
Education
Cornell University 2002 — 2006
B.A., Government, Economics, Asian Studies
Destination Hotels and Resorts July 2011 - Present
Denihan Hospitality Group June 2006 - July 2011
Lehman Brothers Holdings Inc. October 2004 - March 2006
PricewaterhouseCoopers 2002 - 2004
Royal Caribbean Cruises 2001 - 2001
Skills
Revenue Analysis, Hospitality Industry, Hotels, Financial Modeling, Hospitality, Due Diligence
Education
Cornell University 1998 — 2002
Bachelor of Science (B.S.), Real Estate Finance
Lehman Brothers Holdings Inc. September 2008 - Present
Lehman Brothers Holdings Inc. Pre-Bankruptcy July 2004 - September 2008
RC Health & Fitness Corporation January 2001 - January 2004
Skills
Hedge Funds, Fixed Income, Derivatives, Credit Derivatives, Structured Finance, Structured Products, ISDA, Loans, Secured Financing, Interest Rate..., Exotic Derivatives, Contract Negotiation, Bankruptcy, CDO, CLO
Education
New York Law School 2000 — 2003
JD, Finance
Franklin & Marshall College 1996 — 2000
BA, Finance/Accounting
UBS April 2005 - Present
Deutsche Bank Securities February 2002 - April 2005
Lehman Brothers Holdings Inc. July 2000 - February 2002
Education
Indiana University - Kelley School of Business 2000 — 2004
BS, Finance
Laurus Corporation June 2012 - Present
Alvarez and Marsal Capital Real Estate, LLC April 2009 - June 2012
Lehman Brothers Holdings Inc. April 2009 - June 2012
Cyburt Hall Partners, LLC April 2003 - March 2009
Boeing Realty Corporation March 1997 - March 2003
McDonnell Douglas Realty Company February 1990 - March 1997
Tishman Realty and Construction January 1987 - January 1990
Lee & Associates Commercial Real Estate Brokerage February 1985 - January 1987
Skills
Real Estate Development, Investments, Asset Management, Disposition, Private Equity, Portfolio Management, Commercial Real Estate, Investment Properties, Real Estate, Mergers, Asset Managment, Strategy, Entrepreneurship, Acquisitions, Mergers & Acquisitions, Real Estate Economics, Dispositions, Real Estate Transactions, Loans
Education
Chapman University 1983 — 1986
Bachelor of Applied Science, Finance & Accounting
Pepperdine University
MBA Program
Admirality International Yacht Charter 2001 - Present
Lehman Brothers Holdings Inc. 1994 - 2001
Visual Marketing Consultants 1986 - 2001
Smith Barney Shearson, Inc 1993 - 1994
Shearson Lehman Brothers, Inc. 1993 - 1993
Oxford & Simpson Reality Services, Inc. 1989 - 1993
ALA Commerical Photographic Laboratory 1986 - 1989
Faces on the Island 1985 - 1989
Bat Cave 1985 - 1988
Outline Inc. September 1984 - 1986
Skills
Restaurants, Trade Shows, Negotiation, Investments, Investment Banking, Equities, Management, Private Equity, Catering, Financial Services, Start-ups, Investment Management, Entrepreneurship, Commercial Real Estate, Venture Capital, Mergers & Acquisitions, Finance, Asset Management, Due Diligence, Social Media
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
MBA, Finance/Commercial Real Estate, New York State Real Estate Broker License
Long Island University, C.W. Post Campus 1988 — 1988
New York State Real Estate Sales Associate License
Long Island University, C.W. Post Campus 1983 — 1984
Communications/Advertising
University of Miami - School of Business 1978 — 1983
BBA, Finance/Marketing/Communications
Numerix LLC May 2007 - Present
Lehman Brothers Holdings Inc. November 2008 - December 2010
Principal Global Investors June 2006 - March 2007
Reliance Industries Ltd July 2003 - August 2005
Skills
Quantitative Finance, Derivatives, Financial Engineering, Quantitative Analytics, Credit Derivatives, Quantitative Investing, VBA, FX Options, Options, Matlab, Trading, CDS, Monte Carlo Simulation, Financial Risk, Market Risk, Equity Derivatives, Equities
Education
Illinois Institute of Technology 2005 — 2007
MS, Financial Engineering
Gujarat University 1999 — 2003
BS, Electrical Engineering
Xavier's mirzapur
Lehman Brothers Holdings Inc. February 2009 - Present
Barclays Capital September 2008 - February 2009
Lehman Brothers July 2004 - September 2008
Education
Columbia University in the City of New York 2000 — 2004
GE Power & Water July 2013 - Present
GE Global Growth & Operations January 2010 - July 2013
Lehman Brothers Holdings Inc. May 2009 - January 2010
Lehman Brothers August 2006 - November 2008
General Electric May 2005 - August 2005
Skills
PeopleSoft, ADP Payroll, Financial Analysis, Human Resources, Data Analysis, Equities, Performance Management, Process Improvement
Education
Ithaca College 2002 — 2006
Bachelor of Science, Business/Marketing
Morgan Stanley August 2010 - Present
UMT November 2007 - February 2012
Lehman Brothers Holdings Inc. February 2010 - August 2010
Barclays Capital January 2009 - January 2010
Lehman Brothers December 2007 - September 2008
Results Positive, Inc. March 2007 - November 2007
Fidelity Investments March 2007 - July 2007
SDG Corporation June 2006 - March 2007
Techlogix, Inc February 2004 - March 2006
GE Commercial Finance 2004 - 2006
Skills
Process Engineering, Process Optimization, PMO, Program Management, SDLC, Investment Banking, Project Portfolio..., Change Management, Software Project..., HP PPM, Entrepreneurship, Process Improvement, Governance, Project Management
Education
Fairfield University 1998 — 2000
MBA, Information Technology
Fairfield University 1991 — 1995
BS, Management
Hamilton Real Estate Capital LLC April 2015 - Present
Alpha Real Estate Partners, Inc June 2013 - Present
Lehman Brothers Holdings Inc. October 2008 - December 2013
Lehman Brothers September 2001 - September 2008
Skills
Portfolio Management, Contract Negotiation, Valuation, Project Management, Board of Directors..., Business Development, Commercial Real Estate, Loans, Asset Management, Capital Markets, Team Leadership, Fixed Income, Equities, Structured Finance, Securitization
Education
D'Amore-McKim School of Business at Northeastern University 2006 — 2008
MBA
Columbia University in the City of New York 1997 — 2001
BS
Flatbush
Lehman Brothers Holdings Inc. January 2013 - Present
The Glenarm Group Inc. November 2010 - Present
LAMCO LLC May 2010 - December 2012
Lehman Brothers February 2009 - May 2010
Aurora Loan Services April 2008 - February 2009
Aurora Loan Services April 2005 - April 2008
Aurora Loan Services April 2004 - April 2005
Aurora Loan Services December 2002 - April 2004
Aquila May 2001 - December 2002
Aurora Loan Services August 2000 - May 2001
Skills
Loans, Mortgage, Credit Risk, Securities, Risk Mitigation, Process Improvement, Risk Management, Banking, Finance, Mortgage Lending, Management, Financial Analysis, Mortgage Servicing, Mortgage Banking, Loan Servicing, Credit, Securitization, Structured Finance, Capital Markets
Education
University of Colorado Denver 1999 — 2001
M.S., Finance
Colorado State University 1996 — 1998
B.S., Business Administration
Kansas State University 1994 — 1996
Litespeed Partners September 2013 - Present
The Kenmar Group March 2011 - September 2013
Lehman Brothers Holdings Inc November 2008 - March 2011
Lehman Brothers June 2007 - November 2008
HSBC Bank USA May 2003 - March 2007
UBS Investment Bank 2001 - 2003
Bankers Trust Company 1994 - 1999
Skills
Structured Finance, Hedge Funds, Financial Structuring, Derivatives, Equities, Restructuring, Mutual Funds, Private Equity, Alternative Investments, Securities, Fixed Income, Capital Markets, Asset Management, Corporate Governance, Securities Regulation
Education
Boston University School of Law 1993 — 1994
LLM, Morin Center for Banking Law Studies
New England Law Boston 1990 — 1993
JD, Law
Mount Holyoke College 1986 — 1990
ba, anthropology
SS&C GlobeOp May 2015 - Present
TPG Specialty Lending, Inc. February 2014 - April 2015
TPG Special Situations Partners May 2013 - April 2015
Lehman Brothers Holding, Inc., at Aurora Bank FSB a wholly owned subsidiary January 2012 - May 2013
Lehman Brothers Holding, Inc. January 2011 - January 2012
Lehman Brothers Holdings Inc. January 2009 - December 2010
Diamond Lake Investment Group January 2008 - October 2008
Clinton Group, Inc. 2001 - 2007
Skills
Derivatives, Hedge Funds, Fixed Income, Structured Products, Private Equity, Portfolio Management, Compliance, Securities, Capital Markets, Securitization, Alternative Investments, Structured Finance, Investment Management, Analysis, Financial Risk, Policy, Business Strategy, Data Privacy, Trading, Real Estate Transactions
Education
New York Law School 1997 — 2000
JD, Investment Management
New York University 1995 — 1997
MA, Administration
Iona College 1988 — 1993
BA, Political Science
clarkstown south high school
Lehman Brothers Holdings Inc. September 2008 - Present
Deutsche Bank June 2004 - June 2008
Morgan Stanley August 2002 - June 2004
Skills
Capital Markets, Securitization, Derivatives, Fixed Income, Bloomberg, Structured Products, Financial Structuring, Hedge Funds, Valuation, Financial Modeling, Financial Risk, Banking, Structured Finance, Investment Banking, Private Equity, Equities, Credit Derivatives
Education
Duke University 1998 — 2002
Bachelor of Arts (BA), Economics
Chaminade High School 1994 — 1998
Lehman Brothers Holdings Inc. June 2011 - Present
Barclays Capital November 2009 - June 2011
Barclays Capital September 2008 - November 2009
Lehman Brothers November 2007 - September 2008
Reliance Insurance July 1994 - October 2007
KPMG Audit 1990 - 1994
Skills
C.P.A. - State of N.Y., Accounting, Financial Analysis, Financial Reporting, Mergers & Acquisitions, Account Reconciliation, Auditing, Strategic Financial..., Due Diligence, Risk Management, Finance, Corporate Finance, Budgets, Financial Modeling, Management, Financial Planning, Sarbanes-Oxley Act, Analysis
Education
Baruch College, City University of New York (CUNY) 1996 — 2000
MBA, Finance & Investments
University at Buffalo 1986 — 1990
BS, Accounting
Meadow Partners, LLC July 2013 - Present
Lehman Brothers Holdings Inc. November 2012 - July 2013
Lehman Brothers Holdings Inc. July 2010 - November 2012
Brookfield June 2009 - August 2009
CB Richard Ellis March 2007 - July 2008
Booz Allen Hamilton May 2004 - March 2007
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
Harvard University 1999 — 2003
AB
Gabelli 2006 - Present
RJT Services Inc. June 2006 - June 2012
Bear Stearns Companies Inc. June 2000 - February 2006
Lehman Brothers Holdings Inc. August 1997 - June 2000
Skills
Equities, Trading, Mutual Funds, Series 7, Bloomberg, Asset Management, Options, Equity Trading, Portfolio Management, Trading Systems, Excel, Investments, Technical Analysis, Electronic Trading, ETFs, Series 63
Education
Fordham University 1993 — 1997
BS, Finance and Economics
Severn Trent Services October 2015 - Present
Lehman Brothers Holdings Inc. November 2009 - August 2010
Education
Keller Graduate School of Management of DeVry University 2013 — 2014
Master of Science in Accounting, Accounting
University of Cincinnati 1996 — 2000
Summit Country Day 1989 — 1996
Lehman Brothers Holdings Inc. January 2010 - Present
HSBC October 2008 - December 2009
Lehman Brothers May 2005 - October 2008
iNautix Technologies February 2005 - May 2005
CMC Limited March 2004 - February 2005
Wipro Technologies August 2003 - October 2003
IIT Bombay December 2002 - April 2003
Skills
Derivatives, Market Data
Education
Indian Institute of Technology, Bombay 2002 — 2003
PGD, Embedded System & Mobile Computing
University of Mumbai 1996 — 2001
Bachelor of Engineering, Computer Science
NES Junior College 1994 — 1996
HSC, Computer Science
Bhandup Educational Society's English High School
Edward F Daily CPA PC January 1998 - Present
Chemical Bank 1997 - December 1997
Lehman Brothers Holdings Inc. 1982 - 1996
Skills
Accounting, QuickBooks, Bookkeeping, CPA, Start-ups, Training, Financial Analysis, Financial Reporting, Financial Modeling, Risk Management, Cash Management, Banking, Internal Controls, Mergers & Acquisitions, Finance, Strategic Planning, Tax
Education
Baruch College, City University of New York (CUNY) 1978 — 1981
BBA, Finance, Economics
Baruch College, City University of New York (CUNY) 1978 — 1981
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
City University of New York-College of Staten Island 1976 — 1978
AAS, General Business
Notre Dame Academy 1972 — 1976
Investment Management May 2015 - Present
The Wharton School July 2013 - May 2015
Luxor Capital December 2013 - January 2015
Aquiline Capital Partners November 2010 - May 2013
Barclays Capital July 2009 - November 2010
Lehman Brothers Holdings Inc. 2008 - 2008
The First Tee of New York June 2007 - August 2007
Weifang City Orphanage June 2006 - August 2006
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Management, Palmer Scholar (Top 5%)
Brown University 2005 — 2009
Bachelor of Arts, International Relations - Political Economy and Development
Inside Market Advisory LLC January 2014 - Present
Lehman Brothers Holdings Inc. October 2009 - December 2013
Credit Suisse 2003 - 2008
Credit Suisse 2001 - 2003
Credit Suisse 1999 - 2001
Credit Suisse Financial Products 1996 - 1998
Credit Suisse Financial Products 1991 - 1996
Citibank 1990 - 1991
Skills
Risk Management, Credit Derivatives, Derivatives, Financial Structuring, Trading, Fixed Income, Valuation, Portfolio Management, Market Making, Investment Banking, Quantitative Analytics, Structured Products, Credit, Capital Markets, Strategy, Management, Equities
Education
University of Pennsylvania - The Wharton School 1980 — 1985
Ph.D., Finance
ESSEC Business School 1977 — 1980
Lycee Janson de Sailly 1969 — 1976
Baccalaureat, Mathematics/Physics/Classe Preparatoire
JPMorgan Chase July 2014 - Present
Building and Land Techonology - Commercial RE Fund 2013 - July 2014
Lehman Brothers Holdings Inc. 2007 - 2013
Skills
Asset Management, Commercial Real Estate, Financial Analysis, Real Estate, Due Diligence, Restructuring, Work Outs, Real Estate Transactions, Underwriting, Private Equity, Real Estate Acquisitions
Education
College of the Holy Cross 2003 — 2007
Bachelor of Arts (B.A.), Economics with Premed Concentration
JPMorgan Chase AVP, Compliance ExaminerBarclays CapitalDecember 2007 - 2011
Lehman Brothers Holdings Inc. 2003 - 2007
Skills
Series 7, Series 66, Compliance, Series 24, Compliance Testing, Control Room, Financial Services, Risk Management
Education
Lafayette College
BA, Government & Law, English
New York Presbyterian June 2009 - Present
Lehman Brothers Holdings Inc. March 2004 - March 2008
Lehman Brothers 2004 - 2008
Skills
Customer Service, Management, Process Scheduler, Spanish, Marketing, Software Documentation
Education
LIU Brooklyn 1997 — 2002
BS, Marketing
NYU school of continuing Education
Z Capital Partners May 2015 - Present
Lehman Brothers Holdings Inc. June 2006 - April 2015
Fried Frank June 1997 - May 2006
Skills
Due Diligence, Real Estate, Private Equity, Mergers & Acquisitions, Valuation, Asset Management, Real Estate Transactions, Commercial Real Estate, Real Estate Development, Capital Markets, Structured Finance, Real Estate Economics, Financial Structuring, Investments
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1979 — 1983
Doctor of Law (J.D.)
Columbia University in the City of New York
Master of Science (MS), Social Work
New York University
Bachelor of Science (BS)
The Blackstone Group May 2015 - Present
C-III Capital Partners September 2012 - April 2015
Lehman Brothers Holdings Inc. October 2008 - July 2012
Lehman Brothers July 2001 - September 2008
Skills
Real Estate Financing, Real Estate Transactions, Commercial Real Estate, Acquisitions, Disposition, Finance, Investment Properties, Real Estate, Financial Analysis, Real Estate Private..., Mezzanine, Financial Structuring, Asset Managment, Structured Finance, Valuation, Financial Modeling, Due Diligence, Real Estate Economics, Private Equity
Education
Cornell University 1997 — 2001
Bachelor of Science (BS), Policy Analysis & Management
Citi 2015 - Present
Law Office of MIchael J. Mignano, Esq. September 2009 - November 2014
Lehman Brothers Holdings Inc. September 2010 - March 2011
Stark & Stark, P.C. March 2008 - 2009
AIG May 2007 - January 2008
NYSE 2005 - 2005
Hudson Securities 2002 - 2004
Knight Trading Group 1995 - 2001
MTB Banking 1993 - 1995
Smith barney 1985 - 1987
Skills
Arbitration, Securities Regulation, Securities, Wills, Personal Injury, Alternative Dispute..., Family Law, Appeals, Legal Research, Civil Litigation, Westlaw, Legal Writing, Mediation, Litigation, Commercial Litigation, Hedge Funds, Securities Litigation, Corporate Governance, Anti Money Laundering, Corporate Law, Intellectual Property, AML, compliance, Compliance
Education
Brooklyn Law School
J.D., Law
Brooklyn Technical HS
City University of New York-John Jay College of Criminal Justice
Bachelor of Science (B.S.), Criminal Justice
Bortstein Legal Group January 2010 - Present
Barclays Capital September 2008 - October 2009
Lehman Brothers Holdings Inc. 2004 - 2008
Proskauer Rose LLP November 2000 - May 2004
Cahill Gordon & Reindel September 1998 - November 2000
Skills
Due Diligence, Real Estate, Commercial Litigation, Vendor Management, Corporate Real Estate, Contract Negotiation, Mergers, Joint Ventures, Leases, Real Estate Economics, Disposition, Mergers & Acquisitions, Asset Managment, Procurement, Real Estate Transactions, Litigation, Corporate Law, Licensing, Asset Management, Intellectual Property, Lease Administration, Corporate Governance, Construction, Portfolio Management, Contract Management, Property Management, Outsourcing
Education
University of Pennsylvania Law School 1995 — 1998
JD, Law
Hamilton College 1988 — 1992
BA, History and Art History double major
Financial Technology 2014 - Present
Lehman Brothers Holdings Inc. October 2009 - 2014
Citigroup July 2007 - December 2008
Citigroup September 1999 - July 2007
Citibank, N.A. September 1987 - September 1999
Chase Manhattan Bank August 1985 - August 1987
Skills
Financial Structuring, Credit, Derivatives, Capital Markets, Fundraising, Fixed Income, Structured Finance, Structured Products, Securitization, Bonds, Alternative Investments, Credit Risk, Investments, Financial Risk, Portfolio Management, Investment Banking
Education
Georgetown University - The McDonough School of Business
MBA
University of Illinois at Urbana-Champaign
BA
JPMorgan Chase & Co. March 2014 - Present
NYSE March 2013 - March 2014
Morgan Stanley March 2010 - March 2013
Credit-Suisse July 2009 - March 2010
FINRA July 2007 - July 2009
Morgan Stanley 1996 - 2005
Lehman Brothers Holdings Inc. 1993 - 1995
Skills
Sybase ASE, Sybase IQ, Oracle, Informatica, Abinitio, Dimensional Modeling, Erwin, Unix Shell Scripting, Linux, Financial Reporting, Risk Management, Data Warehousing, Data Management, ETL, Data Warehouse..., Database Design, Databases, Sybase, Data Marts, Data Modeling, Data Integration, Business Intelligence
Education
New York University - Leonard N. Stern School of Business 1989 — 1994
MBA, Finance, Information Systems
Carnegie Mellon University 1983 — 1987
BS, Information Systems
EY September 2014 - Present
Lehman Brothers Holdings Inc. September 2008 - December 2013
LEHMAN BROTHERS INC June 1989 - September 2008
Skills
Management, Executive Management, Expense Management, Investment Banking, Bloomberg, Office Administration, Business Development, Risk Management, Fixed Income, Investor Relations, Financial Services, Hedge Funds, Securities, Capital Markets, Travel Arrangements, Teamwork, Microsoft Office, Onboarding, Microsoft Excel, Invoice Processing, Purchase Orders, Expense Reports, Internet, Equities, Derivatives, Trading, Asset Managment, Vendor Management, Private Equity, Asset Management, Client Liaison, Collections, Troubleshooting, Invoicing
Education
City University of New York-Brooklyn College 1993 — 1998
BA, Business Management
Piper Jaffray July 2013 - Present
Lehman Brothers Holdings Inc. March 2009 - June 2011
Lehman Brothers July 2006 - October 2008
Skills
Capital Markets, Fixed Income, Financial Modeling, Valuation, Investment Banking, Derivatives, Equities, Corporate Finance, Financial Analysis, Due Diligence
Education
Duke University - The Fuqua School of Business 2011 — 2013
Master of Business Administration (MBA)
Penn State University 2002 — 2006
Bachelor of Science, Finance
Fitch Ratings January 2015 - Present
J.McLaughlin August 2012 - January 2015
Seedco September 2008 - August 2012
Lehman Brothers Holdings Inc May 2008 - August 2008
Skills
Linux, Active Directory, Troubleshooting, Project Management, Microsoft Office, Networking, Disaster Recovery, Windows Server, Security, Technical Support, System Administration, Windows XP, Network Administration, VPN, Customer Service, Management
Education
CUNY New York City College of Technology 2007 — 2009
BTech, Computer System
CUNY New York City College of Technology 2004 — 2007
AAS, Electromechanical Engineering Technology
Lehman Brothers Holdings Inc. October 2008 - Present
Lehman Brothers Inc. February 2000 - October 2008
Chadbourne & Parke LLP 1995 - 2000
Skills
Private Equity, Corporate Law, Fixed Income, Hedge Funds, Arbitration, Litigation, Investment Banking, Due Diligence, Securities, Mediation, Capital Markets, Bankruptcy, Trials, Alternative Investments, Derivatives, Equities, Asset Management
Education
Georgetown University Law Center 1992 — 1995
JD
Brown University 1987 — 1991
BA, English, History
Wilmington Friends School 1975 — 1987
HSBC July 2013 - Present
Lehman Brothers Holdings Inc. October 2008 - July 2013
Lehman Brothers Inc. September 2000 - September 2008
Citigroup September 1998 - October 2000
Willkie Farr & Gallagher LLP September 1991 - August 1998
Skills
Litigation, Securities Litigation, Derivatives
Education
Franklin & Marshall College 1988 — 1991
BA, Political Science
New York University School of Law 1988 — 1991
JD, Law
Self Employed April 2005 - Present
Lehman Brothers Holdings Inc. 2000 - 2006
Lehman Brothers 2000 - 2006
Credit Suisse First Boston May 1995 - September 2000
Morgan Stanley 1984 - 1995
White & Case September 1978 - June 1984
Skills
Asset Management, Due Diligence, Real Estate Economics, Real Estate, Valuation, Real Estate Transactions, Real Estate Development, Disposition, Investments, Corporate Real Estate, Portfolio Management, Financial Modeling, Mergers & Acquisitions, Property Management, Financial Analysis, Capital Markets, Contract Negotiation, Private Equity, Leases, Investment Banking, Commercial Real Estate, Asset Managment, Mergers, Strategy
Education
Fordham University School of Law 1974 — 1978
JD, Law
Williams College 1966 — 1970
BA, Economics
NewOak Capital June 2012 - Present
Lehman Brothers Holdings Inc. September 2011 - June 2012
Skills
Due Diligence, Litigation, Capital Markets, Business Development, Civil Litigation
Education
Fordham Law School
JD
Boston College
BA, History
Grant Thornton LLP September 2013 - Present
Alvarez & Marsal January 2013 - September 2013
Lehman Brothers Holdings Inc. July 2011 - January 2013
Amerione Accounting & Tax June 2009 - May 2011
Baruch College June 2008 - June 2009
Bon Chance Marketing Inc August 2005 - June 2006
Skills
Microsoft Office, OneSource, Quickbooks, Adobe Software, Mandarin, Cantonese, Checkpoint, CCH Research, Tax Preparation, General Ledger, Tax Research, Corporate Tax, Microsoft Excel, Accounting, Tax Accounting, Tax, Financial Analysis, Financial Reporting, Financial Accounting, Income Tax, PowerPoint, Microsoft Word, Tax Returns, Research, Data Analysis, ProSeries, Tutoring, Financial Statement..., CCH, QuickBooks, CPA, US GAAP, Financial Statements
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2013
Master of Science, Taxation
Baruch College 2006 — 2010
BBA, Accounting
Cleary Gottlieb Steen & Hamilton LLP June 2015 - Present
Commodity Futures Trading Commission June 2014 - May 2015
Commodity Futures Trading Commission January 2014 - June 2014
Commodity Futures Trading Commission December 2011 - January 2014
Bank of America Merrill Lynch March 2010 - December 2011
Lehman Brothers Holdings Inc. February 2009 - March 2010
Lehman Brothers/Barclays Capital July 2007 - January 2009
Shearman and Sterling October 2003 - July 2007
Education
New York University School of Law 2001 — 2003
J.D., Law
Fordham University School of Law 2000 — 2001
University of Pennsylvania 1997 — 2000
B.A., Political Science
Penn State University 1996 — 1997
Market76 Inc. September 2013 - Present
Getco LLC June 2009 - June 2012
Neuberger Berman 2008 - 2009
Lehman Brothers Holdings Inc. 1991 - 2008
Skills
Financial Reporting and..., Financial Accounting, Project Management, Finance, Accounting, SEC filings, Fixed Income
Education
Long Island University, C.W. Post Campus 1979 — 1983
Bachelor's degree, Accounting and Finance
Promontory Financial Group, LLC 2014 - Present
Mitsubishi UFJ Securities (USA), Inc. 2013 - 2014
Lehman Brothers Holdings Inc. 2009 - 2012
Citigroup 2005 - 2009
Citigroup 2000 - 2005
Shearman and Sterling 1999 - 2000
Shearman and Sterling 1990 - 1998
Fried Frank 1989 - 1990
Morgan Stanley 1983 - 1987
Skills
Capital Markets, Securities, Investment Banking, Equities, Securities Regulation, Derivatives, Private Placements, Corporate Law, Corporate Governance, Corporate Finance, General Corporate..., Fixed Income, Risk Management, IPO
Education
Georgetown University Law Center 1987 — 1990
JD, Law
Georgetown University 1979 — 1983
BSFS, International Economics
Goldman Sachs 2013 - Present
Lehman Brothers Holdings Inc. 2011 - 2013
The Leading Hotels of the World 2009 - 2011
Banc of America Securities 2008 - 2009
Education
Cornell University 2004 — 2008
Bachelor of Science, Hotel Administration
Chaminade High School 2001 — 2004
Citi March 2010 - Present
Lehman Brothers Holdings Inc. November 2008 - February 2010
Barclays Capital September 2008 - October 2008
Lehman Brothers June 1997 - September 2008
Instinet Corporation September 1995 - May 1997
SIAC November 1991 - September 1995
Harris Corporation - Government Support Systems Division (GSSD) April 1988 - November 1991
Robotic Vision Systems Inc May 1987 - April 1988
Harris Corporation - Government Support Systems Division (GSSD) January 1983 - May 1987
Education
LIU Post 1984 — 1987
MBA, Finance
Hofstra University 1979 — 1982
BS, Computer Science
Douglas Elliman 2009 - Present
Lehman Brothers Holdings Inc. May 2005 - October 2007
Skills
Product Marketing, Corporate Branding, Real Estate Transactions, Marketing & Sales of..., Marketing Strategy, Marketing, Advertising, Real Estate, Public Relations, Social Media, Marketing Communications, Social Media Marketing, Online Advertising, Investments, Strategic Planning, Selling, Email Marketing, New Business Development, Event Management, Sales, Contract Negotiation, Negotiation, Property Management, Investor Relations, Corporate Communications, Management, Cross-functional Team..., Leadership, Real Estate Economics, Sellers, Buyers, Rentals, Real Estate Development
Education
American University 1982 — 1984
Bachelor of Arts (B.A.), French Studies, 3.2
Franklin College, Switzerland 1980 — 1982
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
KeyPoint Government Solutions June 2015 - Present
CACI Ltd October 2014 - November 2014
USIS March 2012 - September 2014
USIS January 2010 - March 2012
Lehman Brothers Holdings Inc. November 2009 - January 2010
Skills
Microsoft Excel, Background Checks, Research, Access, Outlook, Data Entry, Microsoft Word, Accounting, PowerPoint, Microsoft Office, Team Leadership, Customer Service, Financial Analysis, Public Speaking, Policy, Investigation
Education
Adelphi University 2002 — 2006
Finance, General
Synapse Development Group November 2012 - Present
Lehman Brothers Holdings Inc. January 2010 - May 2012
ING Clarion January 2008 - January 2010
Skills
Real Estate Finance, Asset Management, Real Estate Investment, Real Estate, Valuation, Real Estate Development, Commercial Real Estate..., Real Estate Transactions, Real Estate Economics, Commercial Real Estate, Disposition, Real Estate Financing, Acquisitions, Real Estate Private..., Dispositions, Corporate Real Estate, CMBS, Investments, Financial Modeling, Investment Properties, Due Diligence, Private Equity
Education
Baruch College, City University of New York (CUNY) 2005 — 2008
BA, History (major); Macroeconomics (minor)
Kirchain Inc October 2007 - Present
Fala Direct Marketing February 1996 - July 2005
Lehman Brothers Holdings Inc. March 1989 - February 1996
Grant Thornton LLP June 1981 - March 1989
Education
Pace University - Lubin School of Business 1992 — 1994
Adv Pro certificate, Finance and Taxation
Long Island University, C.W. Post Campus 1983 — 1985
Masters, Taxation
Hofstra University 1977 — 1981
BBA, Public Accounting
Boston Public Schools July 2014 - Present
UP Education Network July 2012 - June 2014
UP Education Network July 2011 - July 2012
Teach For America June 2009 - June 2011
Goldman Sachs June 2010 - August 2010
Lehman Brothers Holdings Inc. May 2008 - August 2008
PwC May 2007 - August 2007
StartingBloc July 2007 - July 2007
PwC May 2006 - August 2006
Skills
Data Analysis, Nonprofits, Teaching, Community Outreach, Research, Curriculum Design, Strategic Planning, Grant Writing, Program Development, Entrepreneurship, Staff Development, Program Evaluation, Higher Education, Curriculum Development, Fundraising, Policy Analysis
Education
The Johns Hopkins University 2009 — 2011
Master of Arts in Teaching (MAT), General Education
Bryn Mawr College 2005 — 2009
BA, Economics
Boston Latin Academy
Jenna Weisberg 2009 - Present
Christopher & Weisberg, P.A. November 2001 - Present
Lehman Brothers Holdings Inc. 1994 - 2002
Education
Florida Atlantic University 2005 — 2009
Bachelor of Arts (BA), Music Education
University of Connecticut-Stamford 1989 — 1994
Master of Business Administration (MBA), Finance
Alfred University 1983 — 1987
Bachelor of Science, Ceramic Engineering
Proprietary 2012 - Present
Avatar Securities, LLC 2011 - 2011
WTS Proprietary Trading Group, LLC 2009 - 2011
Assent, LLC 2003 - 2008
Lehman Brothers Holdings Inc. 2000 - 2003
Skills
Series 7, Equity Trading, Proprietary Trading, Equities, Trading Systems, Trading Strategies, Trading, Options, Securities, Electronic Trading, ETFs
Education
Hofstra University
Finance
New York Institute of Technology-Old Westbury
Finance
Paul D. Schreiber High School
Quidsi Inc. September 2014 - Present
Shopbop.com January 2013 - September 2014
Amazon.com December 2010 - January 2013
Bloomingdale's June 2009 - December 2010
Bloomingdale's July 2008 - May 2009
Bloomingdale's June 2007 - July 2008
L'Oreal S.A. June 2006 - August 2006
Bloomingdale's 2003 - 2005
Lehman Brothers Holdings Inc. July 2002 - July 2003
Skills
Merchandising, Trend Analysis, Apparel, Retail, Footwear, Jewelry, Shoes, Fashion, Assortment, Inventory Management, Merchandise Planning, Luxury Goods, Trend, Multi-channel Retail, Retail Buying, Store Management
Education
Harvard Business School 2005 — 2007
MBA, General Management
Amherst College 1998 — 2002
BA, Economics, English
Waterfall Asset Management January 2014 - Present
Lehman Brothers Holdings Inc. July 2010 - December 2013
Skills
Real Estate, Investments, Finance, Banking, Microsoft Excel
Education
Fordham University 2006 — 2010
BS, Finance
Pillsbury Winthrop Shaw Pittman LLP January 2015 - Present
Weil Gotshal and Manges January 2012 - December 2014
WNET.ORG 2010 - 2011
Sony Music Entertainment January 2010 - April 2010
Weil Gotshal and Manges May 2009 - July 2009
Lehman Brothers Holdings Inc. June 2008 - August 2008
Skills
Legal Research, Securities Litigation, Corporate Law, Corporate Governance, Bankruptcy, Securities Offerings, Private Placements, High Yield Bonds, Bonds, Secured Transactions, Legal Writing, Securities, IPO
Education
Cornell Law School 2007 — 2010
J.D., Certificate in Business Law and Regulation
Cornell University 2003 — 2007
Applied Economics and Management, Concentration in Business and Law
Mack Real Estate Group June 2013 - Present
CNA Insurance January 2011 - June 2013
Lehman Brothers Holdings Inc. November 2008 - January 2011
Lehman Brothers June 2007 - November 2008
Skills
Hedge Funds, Interest Rate..., Valuation, Business Development, Portfolio Management, Trading, Equity Derivatives, Financial Modeling, Risk Management, Derivatives, Fixed Income
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Cornell University 2003 — 2007
Highgate Holdings May 2014 - Present
Goldman Sachs October 2010 - May 2014
Lehman Brothers Holdings Inc. June 2008 - October 2010
Skills
Investment Banking, Financial Modeling, Valuation, Fixed Income, Capital Markets, Derivatives, Private Equity
Education
Cornell University 2004 — 2008
BS, Hotel School
Deutsche Bank February 2015 - June 2015
Deutsche Bank July 2012 - February 2015
Deutsche Bank June 2011 - August 2011
Lehman Brothers Holdings Inc. June 2010 - August 2010
UBS Wealth Management June 2009 - August 2009
Skills
Fixed Income, Portfolio Management, Bloomberg, Valuation, Capital Markets, Financial Modeling, Equities, Derivatives
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance
Cornell University 2009 — 2012
Bachelor of Science (B.S.), Applied Economics and Management, Finance and Entrepreneurship
Indiana University Bloomington 2008 — 2009
Stifel Financial Corp. August 2012 - Present
New York Yankees May 2011 - August 2011
Lehman Brothers Holdings, Inc May 2010 - August 2010
Skills
Accounting, Financial Modeling
Education
Emory University - Goizueta Business School 2008 — 2012
Bachelor of Business Administration, Finance
Briarcliff High School, Briarcliff 2004 — 2008
High School Diploma
TechnoServe May 2010 - August 2010
Conceptz Entertainment 2000 - 2009
Lehman Brothers Holdings Inc. 1997 - 1999
AT Kearney, Inc. (Management Consultants) 1994 - 1997
Skills
Strategic Planning, Operations Management, Equity Research, New Business Development, Marketing Strategy, Project Management, Project Planning, Analysis, Entrepreneurship, Management, Business Planning
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA
Princeton University 1990 — 1994
Bachelor of Arts
BNP Paribas October 2012 - November 2013
Morgan Stanley 1987 - October 2012
Lehman Brothers Holdings Inc. 1983 - 1987
Skills
Fixed Income, Electronic Trading, FX Options, Derivatives, Currency, Hedge Funds, Trading, Options
Education
Bucknell University 1979 — 1983
Kent Place School
Lehman Brothers Holdings Inc. Managing DirectorGoldman Sachs2000 - 2009
Credit Suisse First Boston 1992 - 2000
Shearman & Sterling LLP 1985 - 1992
Education
Cornell Law 1982 — 1985
Harvard University 1978 — 1982
A.B., magna cum laude, Government
Lehman Brothers Holdings Inc. ManagerBoston Consulting Group1999 - 2003
Education
Dartmouth College
University of Pennsylvania - The Wharton School
West Face Capital (USA) Corp September 2013 - Present
Clinton Group, Inc. 2011 - August 2013
Lehman Brothers Holdings, Inc, Estate in Chapter 11 November 2008 - 2010
Paloma Partners January 2005 - December 2007
Clinton Group, Inc. June 1999 - April 2004
Lehman Brothers Holdings Inc. 1996 - December 1998
Skills
Alternative Investments, Hedge Funds, Fixed Income, Derivatives, Asset Managment, Asset Management, Capital Markets, Portfolio Management, Options, Equities, Risk Management, Structured Products, Investments, Bloomberg, Fund Of Funds, Bonds, Valuation, Commodity, Trading, Global Macro, Mutual Funds, Asset Allocation
Education
Cornell University
Doctor of Philosophy (PhD), Management (Probability Theory and Applications)
Duke University
Master's degree, Mathematics
CIT June 2012 - Present
Marsh & McLennan Companies, Inc. 2011 - 2012
Marsh & McLennan Companies, Inc. 2009 - 2011
Marsh & McLennan Companies, Inc. 2004 - 2009
Marsh & McLennan Companies, Inc. 2002 - 2004
Refco, LLC 2001 - 2002
Lehman Brothers Holdings Inc. 2000 - 2001
DLJ 1998 - 2000
Elf Aquitaine 1993 - 1998
Elf Aquitaine 1993 - 1998
Skills
Cash Management, Treasury, Sarbanes-Oxley Act
Education
Marist College
MBA
Fordham University 1994 — 1998
BS, Managerial Accounting & Finance
GTS, Citi July 2012 - Present
Walgreens January 2012 - August 2012
Agile Tech for CBI September 2010 - December 2011
JPMorgan Chase March 2008 - August 2010
Bear Stearns May 2005 - March 2008
Citadel Investment Group LLC February 2003 - April 2005
Lehman Brothers Holdings Inc. May 2000 - August 2003
Merrill Lynch May 1996 - May 1997
AT&T (BCS) January 1993 - May 1996
Skills
SDLC, Business Analysis, IT Strategy, Enterprise Architecture, Solution Architecture, Agile Methodologies, BPM, IBM BPM, Oracle, BPMN, Unix, SQL, Software Development, SharePoint, Lean Transformation, Software Project..., Vendor Management, Risk Management, Microsoft SQL Server, MDD
Education
DePaul University 2005 — 2007
Distributed Computing
NJIT 1990 — 2000
BS, Computer Science and Industrial Engineering
Lehman Brothers Holdings Inc. 2009 - Present
JT Real Estate 2003 - 2009
Lehman Brothers December 2000 - 2003
Credit Suisse 1993 - 2000
Skills
Loans, Credit, Investment Banking, FX Options, Securities, Microsoft Excel
Education
City University of New York-College of Staten Island
BS, Accounting
Lehman Brothers Holdings Inc. 2010 - 2011
Barclays Capital September 2008 - April 2010
Lehman Brothers January 2005 - September 2008
Lehman Brothers January 2005 - April 2008
Lehman Brothers January 2003 - January 2004
Lehman Brothers January 1999 - December 2002
Lehman Brothers January 1997 - December 1999
Skills
Microsoft Office, ADP Payroll, Microsoft Excel, Microsoft Word, Fixed Income, Securities, Analysis, Derivatives, FX Options, Accounting, Equities, Account Reconciliation, Settlement, Investments, CDS, Valuation, Management, Auditing, Trading, Prime Brokerage, Capital Markets, Bloomberg, Options, Swaps, Interest Rate..., Equity Derivatives, Credit Derivatives, Structured Products, Middle Office
Education
St. Francis College 1972 — 1976
Bachelor's degree, Business Administration and Management, General
Long Island University, Brooklyn Campus
Master of Business Administration (M.B.A.), Finance, General
T. Rowe Price May 2007 - Present
Morgan Stanley - Alternative Investment Partners September 2005 - May 2007
Smith Breeden Associates May 2002 - September 2005
Wachovia Corporation, Inc. September 1998 - August 2000
Lehman Brothers Holdings Inc. May 1994 - September 1998
Education
Duke University - The Fuqua School of Business 2000 — 2002
Master of Business Administration (MBA), Finance, General, 3.8
Vanderbilt University 1990 — 1994
Bachelor of Arts (B.A.), Economics, 3.2
Macquarie Group August 2015 - Present
Macquarie Group May 2008 - Present
Lehman Brothers Holdings Inc. June 1989 - 2008
Education
Lehigh University 1985 — 1989
Bachelor's degree, Philosophy