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
Employee
Years
Job
Industry
Frances Kuhn, MBA Frances Kuhn, MBA's Lehman Brothers Holdings Inc. Experience September 2008 - December 2008
Job Director of Accounts Payable at University of San Diego
Industry Higher Education
Experience
University of San Diego March 2013 - Present
University of San Diego April 2011 - February 2013
University of San Diego December 2008 - April 2011
Lehman Brothers Holdings Inc. September 2008 - December 2008
The Ryness Company June 2006 - December 2008
Skills
Outlook, Microsoft Office, Financial Analysis, Accounting, Event Planning, Accounts Payable, Microsoft Excel, Customer Service, Research, Public Speaking, Financial Reporting, Spreadsheets, PowerPoint
Education
Mount Saint Mary's University 2009 — 2010
MBA, Business
Mount Saint Mary's University 2008 — 2010
BA, Marketing
Academy of Our Lady of Peace 2004 — 2008
Nazareth School
University of San Diego March 2013 - Present
University of San Diego April 2011 - February 2013
University of San Diego December 2008 - April 2011
Lehman Brothers Holdings Inc. September 2008 - December 2008
The Ryness Company June 2006 - December 2008
Skills
Outlook, Microsoft Office, Financial Analysis, Accounting, Event Planning, Accounts Payable, Microsoft Excel, Customer Service, Research, Public Speaking, Financial Reporting, Spreadsheets, PowerPoint
Education
Mount Saint Mary's University 2009 — 2010
MBA, Business
Mount Saint Mary's University 2008 — 2010
BA, Marketing
Academy of Our Lady of Peace 2004 — 2008
Nazareth School
Doreen Poggiali Doreen Poggiali's Lehman Brothers Holdings Inc. Experience November 1996 - September 2008
Job Helping patients understand their health insurance plans and responsibility of services received from the hospital.
Industry Hospital & Health Care
Experience
North Shore-LIJ Health System October 2014 - Present
North Shore-LIJ Health System August 2011 - Present
PCB June 2010 - July 2011
Lehman Brothers Holdings Inc. November 1996 - September 2008
Skills
Certified Billing &..., Outlook, Microsoft Word, Microsoft Excel, PowerPoint
Education
Hunter Business School 2010 — 2010
BACHELOR OF ARTS DEGREE, COMMUNICATIONS
State University of New York College at Cortland 1989 — 1996
Bachelors, Communications
NOTARY PUBLIC STATE OF NEW YORK
North Shore-LIJ Health System October 2014 - Present
North Shore-LIJ Health System August 2011 - Present
PCB June 2010 - July 2011
Lehman Brothers Holdings Inc. November 1996 - September 2008
Skills
Certified Billing &..., Outlook, Microsoft Word, Microsoft Excel, PowerPoint
Education
Hunter Business School 2010 — 2010
BACHELOR OF ARTS DEGREE, COMMUNICATIONS
State University of New York College at Cortland 1989 — 1996
Bachelors, Communications
NOTARY PUBLIC STATE OF NEW YORK
Doran M Young Doran M Young's Lehman Brothers Holdings Inc. Experience 1984 - 1995
Job Vice President/Branch Manager at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC May 2015 - Present
Lifetime Financial Growth ,LLC March 2014 - May 2015
Merrill Lynch 2006 - 2013
Advest, Inc. 1995 - 2006
Lehman Brothers Holdings Inc. 1984 - 1995
Skills
Recruiting, P&L Management, Wealth Management, Investments, Retirement Planning, Asset Allocation, Series 7, Series 63, Teaming, Retention Management, Leadership, Financial Analysis, Investment Strategies, Alternative Investments, Investment Advisory, Mutual Funds, Securities, Hedge Funds, Equities, Investment Management, Series 24, Wealth Management..., Asset Management, ETFs, FINRA, Financial Services, Portfolio Management, Financial Advisory, Fixed Income, Bonds, Strategy, Retirement, Capital Markets, Options, Strategic Financial..., Business Development
Education
The Ohio State University 1975 — 1979
Bachelor of Science (BS), Marketing
Eastmoor High School
Janney Montgomery Scott LLC May 2015 - Present
Lifetime Financial Growth ,LLC March 2014 - May 2015
Merrill Lynch 2006 - 2013
Advest, Inc. 1995 - 2006
Lehman Brothers Holdings Inc. 1984 - 1995
Skills
Recruiting, P&L Management, Wealth Management, Investments, Retirement Planning, Asset Allocation, Series 7, Series 63, Teaming, Retention Management, Leadership, Financial Analysis, Investment Strategies, Alternative Investments, Investment Advisory, Mutual Funds, Securities, Hedge Funds, Equities, Investment Management, Series 24, Wealth Management..., Asset Management, ETFs, FINRA, Financial Services, Portfolio Management, Financial Advisory, Fixed Income, Bonds, Strategy, Retirement, Capital Markets, Options, Strategic Financial..., Business Development
Education
The Ohio State University 1975 — 1979
Bachelor of Science (BS), Marketing
Eastmoor High School
Brittany Swartz Brittany Swartz's Lehman Brothers Holdings Inc. Experience May 2015 - July 2015
Job Intern at Lehman Brothers Holdings Inc.
Industry
Experience
Lehman Brothers Holdings Inc. May 2015 - July 2015
BIKYNI February 2015 - June 2015
Costco Wholesale May 2014 - December 2014
Dance Attitudes September 2009 - June 2014
Skills
Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Microsoft Excel, Public Speaking, Social Media, Teamwork, Time Management, Event Planning
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2018
Bachelor of Business Administration (BBA)
University of Michigan 2014 — 2018
Marlboro High School 2010 — 2014
Lehman Brothers Holdings Inc. May 2015 - July 2015
BIKYNI February 2015 - June 2015
Costco Wholesale May 2014 - December 2014
Dance Attitudes September 2009 - June 2014
Skills
Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Microsoft Excel, Public Speaking, Social Media, Teamwork, Time Management, Event Planning
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2018
Bachelor of Business Administration (BBA)
University of Michigan 2014 — 2018
Marlboro High School 2010 — 2014
Kathleen Doran Kathleen Doran's Lehman Brothers Holdings Inc. Experience 1997 - 2000
Job Director of Global Regional School System Financial Operations
Industry Nonprofit Organization Management
Experience
Archdiocese of New York October 2013 - Present
The Woodlawn Cemetery August 2006 - October 2013
O'Connor Davies, LLP 2001 - 2006
Speer & Fulvio, LLP 2000 - 2001
Lehman Brothers Holdings Inc. 1997 - 2000
Chase Manhattan Bank 1995 - 1997
Skills
Non-profit..., US GAAP, Financial Statements, Financial Audits, Financial Forecasting, Budgets, Grant Administration, Board Relations, Project Management, Strategic Planning, Multi Tasking, Supervisory Skills, Highly detail oriented, Organization, Customer Service, Tax Preparation, Leadership, Analytical Skills, Problem Solving, ADP Payroll, Authorize.net, Mas 90, HMIS Cemetery Software, Outlook, Microsoft Office 2007, Internal Audit, General Ledger
Education
Manhattan College 1991 — 1995
B.S., Accounting and Finance, Cum Laude
Baruch College, The City University of New York 2001 — 2003
M.S. Taxation, Tax Law/Taxation
Archdiocese of New York October 2013 - Present
The Woodlawn Cemetery August 2006 - October 2013
O'Connor Davies, LLP 2001 - 2006
Speer & Fulvio, LLP 2000 - 2001
Lehman Brothers Holdings Inc. 1997 - 2000
Chase Manhattan Bank 1995 - 1997
Skills
Non-profit..., US GAAP, Financial Statements, Financial Audits, Financial Forecasting, Budgets, Grant Administration, Board Relations, Project Management, Strategic Planning, Multi Tasking, Supervisory Skills, Highly detail oriented, Organization, Customer Service, Tax Preparation, Leadership, Analytical Skills, Problem Solving, ADP Payroll, Authorize.net, Mas 90, HMIS Cemetery Software, Outlook, Microsoft Office 2007, Internal Audit, General Ledger
Education
Manhattan College 1991 — 1995
B.S., Accounting and Finance, Cum Laude
Baruch College, The City University of New York 2001 — 2003
M.S. Taxation, Tax Law/Taxation
Thomas Conway Thomas Conway's Lehman Brothers Holdings Inc. Experience April 2012 - August 2013
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2014 - Present
Lehman Brothers August 2013 - June 2014
Lehman Brothers Holdings Inc. April 2012 - August 2013
Fatfish Wine Bar and Bistro May 2008 - September 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Outlook, OneSource, Research, Accounting, General Ledger, Financial Reporting, QuickBooks, Data Analysis
Education
St. John's University 2012 — 2014
Master of Business Administration (MBA), Finance
Manhattan College 2008 — 2012
BS, Accounting
Goldman Sachs June 2014 - Present
Lehman Brothers August 2013 - June 2014
Lehman Brothers Holdings Inc. April 2012 - August 2013
Fatfish Wine Bar and Bistro May 2008 - September 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Outlook, OneSource, Research, Accounting, General Ledger, Financial Reporting, QuickBooks, Data Analysis
Education
St. John's University 2012 — 2014
Master of Business Administration (MBA), Finance
Manhattan College 2008 — 2012
BS, Accounting
David Fonorow David Fonorow's Lehman Brothers Holdings Inc. Experience May 2008 - August 2008
Job Hosted Support Specialist at Fidessa
Industry Information Technology and Services
Experience
Fidessa June 2011 - Present
Robert Michael Communications June 2010 - August 2010
Calyon Financial January 2009 - December 2009
Lehman Brothers Holdings Inc. May 2008 - August 2008
Skills
SQL, Troubleshooting, PHP, HTML, Trading Systems, Technical Support, Electronic Trading, Databases, Unix, Networking, Python, TCL, C, Fidessa, JavaScript, Computer Science, Java
Education
Stevens Institute of Technology 2007 — 2011
Bachelor of Science, Computer Science
Fidessa June 2011 - Present
Robert Michael Communications June 2010 - August 2010
Calyon Financial January 2009 - December 2009
Lehman Brothers Holdings Inc. May 2008 - August 2008
Skills
SQL, Troubleshooting, PHP, HTML, Trading Systems, Technical Support, Electronic Trading, Databases, Unix, Networking, Python, TCL, C, Fidessa, JavaScript, Computer Science, Java
Education
Stevens Institute of Technology 2007 — 2011
Bachelor of Science, Computer Science
Cedric Morris Cedric Morris's Lehman Brothers Holdings Inc. Experience July 2008 - September 2008
Job Stanford MBA
Industry Investment Banking
Experience
Barclays Capital June 2008 - June 2013
Lehman Brothers Holdings Inc. July 2008 - September 2008
Skills
Bloomberg, Financial Modeling, Fixed Income, Capital Markets, Valuation, Derivatives
Education
Stanford University Graduate School of Business 2013 — 2015
Master of Business Administration (MBA), Certificate in Public Management and Social Innovation
UC Berkeley Haas School of Business 2004 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Barclays Capital June 2008 - June 2013
Lehman Brothers Holdings Inc. July 2008 - September 2008
Skills
Bloomberg, Financial Modeling, Fixed Income, Capital Markets, Valuation, Derivatives
Education
Stanford University Graduate School of Business 2013 — 2015
Master of Business Administration (MBA), Certificate in Public Management and Social Innovation
UC Berkeley Haas School of Business 2004 — 2008
Bachelor of Science (BS), Business Administration and Management, General
David Vennettilli David Vennettilli's Lehman Brothers Holdings Inc. Experience June 2008 - August 2008
Job Vice President at TCS Group
Industry Venture Capital & Private Equity
Experience
TCS Group January 2015 - Present
GTCR Golder Rauner July 2011 - December 2014
Moelis & Company June 2009 - June 2011
Lehman Brothers Holdings Inc. June 2008 - August 2008
Skills
Valuation, LBO, Private Equity, Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence, Investment Banking, Capital Markets, Mergers & Acquisitions, Equities, Investments, Bloomberg, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2009
Bachelor of Business Administration, Finance & Accounting
University of Michigan 2005 — 2006
TCS Group January 2015 - Present
GTCR Golder Rauner July 2011 - December 2014
Moelis & Company June 2009 - June 2011
Lehman Brothers Holdings Inc. June 2008 - August 2008
Skills
Valuation, LBO, Private Equity, Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence, Investment Banking, Capital Markets, Mergers & Acquisitions, Equities, Investments, Bloomberg, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2009
Bachelor of Business Administration, Finance & Accounting
University of Michigan 2005 — 2006
Michael Sclafani Michael Sclafani's Lehman Brothers Holdings Inc. Experience June 2004 - Present
Job VP Lehman Brothers Holdings
Industry Financial Services
Experience
CKO Kickboxing Marlboro August 2015 - Present
CKO Kickboxing Wall Township May 2015 - Present
Lehman Brothers Holdings Inc. June 2004 - Present
CKO Kickboxing Freehold January 2013 - Present
Robert DeFalco Realty May 2010 - Present
Skills
Accounting, Asset Management, Bloomberg, Budgets, Fitness, Fixed Income, Investment Properties, Investments, Real Estate, Training, Valuation, Financial Modeling, Personal Training
Education
Rowan University 2000 — 2004
Business, Finance
Christian Brothers Academy 1997 — 2000
High School
Meadowlands School of Real Estate 2010 — 2010
Realtor Associate
CKO Kickboxing Marlboro August 2015 - Present
CKO Kickboxing Wall Township May 2015 - Present
Lehman Brothers Holdings Inc. June 2004 - Present
CKO Kickboxing Freehold January 2013 - Present
Robert DeFalco Realty May 2010 - Present
Skills
Accounting, Asset Management, Bloomberg, Budgets, Fitness, Fixed Income, Investment Properties, Investments, Real Estate, Training, Valuation, Financial Modeling, Personal Training
Education
Rowan University 2000 — 2004
Business, Finance
Christian Brothers Academy 1997 — 2000
High School
Meadowlands School of Real Estate 2010 — 2010
Realtor Associate
Desiree Franklin Desiree Franklin's Lehman Brothers Holdings Inc. Experience 1998 - 2002
Job More Than A Dream
Industry Education Management
Experience
MTAD 2014 - Present
Johns Hopkins University 2009 - 2013
Mary Queen of Angels Regional Catholic School 2008 - 2009
Horizon Blue Cross Blue Shield of New Jersey 2004 - 2008
Golden Door Charter School 2002 - 2004
Lehman Brothers Holdings Inc. 1998 - 2002
HBO 1995 - 1998
Skills
Project Portfolio..., Marketing Research, Financial Planning, Strategic Planning, Customer Relations, PowerPoint, Excel, Budgeting, Word, Business Strategy, Social Media Marketing, Training, Product Marketing, Community Outreach, Teaching, Research, Sales, Budgets, Event Management, Microsoft Excel, Social Networking, Marketing Strategy, Public Speaking, Advertising, Project Management, Strategic Financial..., Microsoft Office, Social Media, Public Relations, Market Research, Fundraising, Team Building, Microsoft Word, Customer Satisfaction, Customer Service, Nonprofits, Management, Staff Development, Organizational..., Marketing Communications, Contract Negotiation, Marketing, Leadership Development, Integrated Marketing, Management Consulting, Team Leadership, Editing, Human Resources, Program Management, Event Planning
Education
USC 2010 — 2012
MA Ed, Education
Saint Peters College 2004 — 2007
BA, Education
MTAD 2014 - Present
Johns Hopkins University 2009 - 2013
Mary Queen of Angels Regional Catholic School 2008 - 2009
Horizon Blue Cross Blue Shield of New Jersey 2004 - 2008
Golden Door Charter School 2002 - 2004
Lehman Brothers Holdings Inc. 1998 - 2002
HBO 1995 - 1998
Skills
Project Portfolio..., Marketing Research, Financial Planning, Strategic Planning, Customer Relations, PowerPoint, Excel, Budgeting, Word, Business Strategy, Social Media Marketing, Training, Product Marketing, Community Outreach, Teaching, Research, Sales, Budgets, Event Management, Microsoft Excel, Social Networking, Marketing Strategy, Public Speaking, Advertising, Project Management, Strategic Financial..., Microsoft Office, Social Media, Public Relations, Market Research, Fundraising, Team Building, Microsoft Word, Customer Satisfaction, Customer Service, Nonprofits, Management, Staff Development, Organizational..., Marketing Communications, Contract Negotiation, Marketing, Leadership Development, Integrated Marketing, Management Consulting, Team Leadership, Editing, Human Resources, Program Management, Event Planning
Education
USC 2010 — 2012
MA Ed, Education
Saint Peters College 2004 — 2007
BA, Education
William Cardinale William Cardinale's Lehman Brothers Holdings Inc. Experience October 2008 - June 2012
Job Nomura Securities
Industry Financial Services
Experience
Nomura Securities August 2012 - Present
Lehman Brothers Holdings Inc. October 2008 - June 2012
Lehman Brothers November 2005 - October 2008
Skills
Data Analysis, Derivatives, Securities, Contract Management, ISDA, Legal Documents, Documentation, Workflow Analysis, Project Management, Analysis, Financial Analysis, KYC, Anti Money Laundering, Due Diligence, Credit Derivatives, Credit, Equities, Fixed Income, Financial Services, Investments, Private Equity, Sales, Software Documentation, Trading
Education
Towson University 2001 — 2005
B.S., Business Administration
NYU SCPS
Digital Media Marketing
Nomura Securities August 2012 - Present
Lehman Brothers Holdings Inc. October 2008 - June 2012
Lehman Brothers November 2005 - October 2008
Skills
Data Analysis, Derivatives, Securities, Contract Management, ISDA, Legal Documents, Documentation, Workflow Analysis, Project Management, Analysis, Financial Analysis, KYC, Anti Money Laundering, Due Diligence, Credit Derivatives, Credit, Equities, Fixed Income, Financial Services, Investments, Private Equity, Sales, Software Documentation, Trading
Education
Towson University 2001 — 2005
B.S., Business Administration
NYU SCPS
Digital Media Marketing
Andrew Dillenburg Andrew Dillenburg's Lehman Brothers Holdings Inc. Experience September 2009 - December 2009
Job Real Estate Investment Professional
Industry Real Estate
Experience
Singerman Real Estate Opportunity Fund June 2015 - August 2015
Zeller Realty Group November 2014 - April 2015
TerraForge Communities October 2013 - October 2014
Lehman Brothers Holdings Inc. September 2009 - December 2009
Lehman Brothers Real Estate Private Equity May 2003 - July 2009
Lehman Brothers July 2002 - May 2003
Skills
Due Diligence, Real Estate Financing, Acquisitions, Deal Structuring, Underwriting, Financial Modeling, Documentation
Education
Northwestern University 1998 — 2002
BA, Economics / Math Methods in the Social Sciences, Cum Laude
Singerman Real Estate Opportunity Fund June 2015 - August 2015
Zeller Realty Group November 2014 - April 2015
TerraForge Communities October 2013 - October 2014
Lehman Brothers Holdings Inc. September 2009 - December 2009
Lehman Brothers Real Estate Private Equity May 2003 - July 2009
Lehman Brothers July 2002 - May 2003
Skills
Due Diligence, Real Estate Financing, Acquisitions, Deal Structuring, Underwriting, Financial Modeling, Documentation
Education
Northwestern University 1998 — 2002
BA, Economics / Math Methods in the Social Sciences, Cum Laude
John Van Oast's Lehman Brothers Holdings Inc. Experience 1994 - 2008
Job Equity and Equity Linked Structured Note Sales
Industry Financial Services
Experience
Barclays Investment Bank 2013 - Present
Barclays Capital 2008 - 2012
Lehman Brothers Holdings Inc. 1994 - 2008
Owens-Ilinois 1989 - 1992
Education
University of Michigan Business School
University of Michigan
Barclays Investment Bank 2013 - Present
Barclays Capital 2008 - 2012
Lehman Brothers Holdings Inc. 1994 - 2008
Owens-Ilinois 1989 - 1992
Education
University of Michigan Business School
University of Michigan
Joseph Barbuzza Joseph Barbuzza's Lehman Brothers Holdings Inc. Experience January 2013 - June 2013
Job Credit Analyst Underwriter at TD Bank
Industry Financial Services
Experience
TD July 2013 - Present
Lehman Brothers Holdings Inc. January 2013 - June 2013
Lehman Brothers Holdings Inc June 2009 - January 2013
Skills
Accounting, Tax Accounting, General Ledger, Team Leadership, Analysis, Corporate Tax, Finance, Financial Analysis, Financial Reporting, Financial Modeling, Management, Microsoft Excel, Microsoft Office, Due Diligence, Corporate Finance
Education
University of Scranton 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management
University of Scranton
Bachelor of Science, Business Administration
St. Anthony's High School 2003 — 2007
TD July 2013 - Present
Lehman Brothers Holdings Inc. January 2013 - June 2013
Lehman Brothers Holdings Inc June 2009 - January 2013
Skills
Accounting, Tax Accounting, General Ledger, Team Leadership, Analysis, Corporate Tax, Finance, Financial Analysis, Financial Reporting, Financial Modeling, Management, Microsoft Excel, Microsoft Office, Due Diligence, Corporate Finance
Education
University of Scranton 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management
University of Scranton
Bachelor of Science, Business Administration
St. Anthony's High School 2003 — 2007
Ronald Lawrie Ronald Lawrie's Lehman Brothers Holdings Inc. Experience 1992 - 2005
Job Managing Director at ORIX Real Estate Americas
Industry Real Estate
Experience
ORIX Real Estate Americas April 2014 - Present
R Lawrie Associates July 2005 - March 2014
Access Industries, Inc. July 2005 - July 2010
Lehman Brothers Holdings Inc. 1992 - 2005
Wells Fargo Realty Finance and Wells Fargo Mortgage Company January 1985 - June 1989
Peat, Marwick, Mitchell & Co. June 1980 - December 1984
Skills
Asset Management, Real Estate, Due Diligence, Loans, Valuation, Real Estate Finance, Restructuring, Real Estate Development, Real Estate Investment, Real Estate Economics, Asset Managment, Investment Properties, Portfolio Management, Commercial Real Estate, Disposition, Mezzanine, Credit, Loan Origination, Investments, Foreclosures, Mergers & Acquisitions, Equities, Investors, Sellers, Commercial Mortgages, Private Equity, Real Estate Private..., Real Estate Transactions, Financial Structuring, Leases, Brokerage, Corporate Real Estate, Acquisitions, CMBS, Property, Structured Finance
Education
The University of Connecticut School of Business 1975 — 1978
BS, Finance/Accounting
ORIX Real Estate Americas April 2014 - Present
R Lawrie Associates July 2005 - March 2014
Access Industries, Inc. July 2005 - July 2010
Lehman Brothers Holdings Inc. 1992 - 2005
Wells Fargo Realty Finance and Wells Fargo Mortgage Company January 1985 - June 1989
Peat, Marwick, Mitchell & Co. June 1980 - December 1984
Skills
Asset Management, Real Estate, Due Diligence, Loans, Valuation, Real Estate Finance, Restructuring, Real Estate Development, Real Estate Investment, Real Estate Economics, Asset Managment, Investment Properties, Portfolio Management, Commercial Real Estate, Disposition, Mezzanine, Credit, Loan Origination, Investments, Foreclosures, Mergers & Acquisitions, Equities, Investors, Sellers, Commercial Mortgages, Private Equity, Real Estate Private..., Real Estate Transactions, Financial Structuring, Leases, Brokerage, Corporate Real Estate, Acquisitions, CMBS, Property, Structured Finance
Education
The University of Connecticut School of Business 1975 — 1978
BS, Finance/Accounting
Anne Sylvester Anne Sylvester's Lehman Brothers Holdings Inc. Experience September 1987 - March 1996
Job Managing Director, Wealth Management at JPMorgan
Industry Banking
Experience
J.P. Morgan August 2007 - Present
HSBC Securities August 2001 - August 2007
Lehman Brothers Holdings Inc. September 1987 - March 1996
Education
Northwestern University
BA
J.P. Morgan August 2007 - Present
HSBC Securities August 2001 - August 2007
Lehman Brothers Holdings Inc. September 1987 - March 1996
Education
Northwestern University
BA
Karen Garza Karen Garza's Lehman Brothers Holdings Inc. Experience February 2013 - Present
Job Director Affiliates at Lehman Brothers Holdings Inc.
Industry Financial Services
Experience
Lehman Brothers Holdings Inc. February 2013 - Present
Loughlin Management Partners + Co (LM+Co) 2003 - 2013
Lehman Brothers 2001 - 2002
ABN AMRO 1997 - 2000
Hewitt Associates 1996 - 1997
Skills
Lean Six Sigma, Lean Six Sigma Certified, Restructuring, Valuation, Corporate Finance, Investment Banking, Due Diligence, Financial Modeling, Private Equity, Mergers, Fixed Income, Portfolio Management, Leveraged Finance, Financial Analysis, Credit Analysis, Business Valuation, Hedge Funds, Structured Finance, Special Situations
Education
The University of Chicago 1998 — 2001
MBA, Finance, Economics, International Business
Northwestern University 1992 — 1996
BA, Economics, Political Science and Hispanci Studies
Universidad de Sevilla 1994 — 1995
John Hersey High Scool 1988 — 1992
Lehman Brothers Holdings Inc. February 2013 - Present
Loughlin Management Partners + Co (LM+Co) 2003 - 2013
Lehman Brothers 2001 - 2002
ABN AMRO 1997 - 2000
Hewitt Associates 1996 - 1997
Skills
Lean Six Sigma, Lean Six Sigma Certified, Restructuring, Valuation, Corporate Finance, Investment Banking, Due Diligence, Financial Modeling, Private Equity, Mergers, Fixed Income, Portfolio Management, Leveraged Finance, Financial Analysis, Credit Analysis, Business Valuation, Hedge Funds, Structured Finance, Special Situations
Education
The University of Chicago 1998 — 2001
MBA, Finance, Economics, International Business
Northwestern University 1992 — 1996
BA, Economics, Political Science and Hispanci Studies
Universidad de Sevilla 1994 — 1995
John Hersey High Scool 1988 — 1992
Jeremy Vogelmann Jeremy Vogelmann's Lehman Brothers Holdings Inc. Experience July 2009 - December 2013
Job Rates and Credit Derivatives Professional
Industry Financial Services
Experience
Lehman Brothers Holdings Inc. July 2009 - December 2013
Barclays Capital July 2006 - June 2008
Lehman Brothers June 2000 - June 2006
Synygy June 1999 - June 2000
Skills
Fixed Income, Derivatives, Interest Rate..., Trading, Structured Products, Interest Rate Swaps, CDS, Credit Risk, Credit, Financial Risk, Bonds, Portfolio Management, Structured Finance, Credit Derivatives, Capital Markets, Investment Banking, Leveraged Finance, Hedging, Private Equity, Bloomberg, Equities, Counterparty Risk, Investments, Swaps, Finance, High Yield, Loans, Hedge Funds, Rates, Equity Derivatives
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance and Accounting
Massachusetts Institute of Technology 1993 — 1999
BS, Computer Science
Lehman Brothers Holdings Inc. July 2009 - December 2013
Barclays Capital July 2006 - June 2008
Lehman Brothers June 2000 - June 2006
Synygy June 1999 - June 2000
Skills
Fixed Income, Derivatives, Interest Rate..., Trading, Structured Products, Interest Rate Swaps, CDS, Credit Risk, Credit, Financial Risk, Bonds, Portfolio Management, Structured Finance, Credit Derivatives, Capital Markets, Investment Banking, Leveraged Finance, Hedging, Private Equity, Bloomberg, Equities, Counterparty Risk, Investments, Swaps, Finance, High Yield, Loans, Hedge Funds, Rates, Equity Derivatives
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance and Accounting
Massachusetts Institute of Technology 1993 — 1999
BS, Computer Science
Tanya Santana Tanya Santana's Lehman Brothers Holdings Inc. Experience July 1995 - June 2003
Job IT Specialist at US Securities and Exchange Commission URS Federal Svcs.
Industry Information Technology and Services
Experience
US Securities and Exchange Commission for Insight Global September 2012 - Present
ADP for Bridgeview IT January 2012 - June 2012
Chromalloy New York March 2009 - October 2010
Chromalloy March 2009 - October 2010
Lehman Brothers Holdings Inc. July 1995 - June 2003
Lehman Brothers Holdings Inc. October 1989 - March 1995
Skills
Hardware, Troubleshooting, Servers, Software Documentation, XP, Help Desk Support, Active Directory, Technical Support, Computer Hardware, Windows 7, Windows Server, Lotus Notes, Windows, Access
Education
E-Tek 2011 — 2012
Pace University 1984 — 1988
BS
US Securities and Exchange Commission for Insight Global September 2012 - Present
ADP for Bridgeview IT January 2012 - June 2012
Chromalloy New York March 2009 - October 2010
Chromalloy March 2009 - October 2010
Lehman Brothers Holdings Inc. July 1995 - June 2003
Lehman Brothers Holdings Inc. October 1989 - March 1995
Skills
Hardware, Troubleshooting, Servers, Software Documentation, XP, Help Desk Support, Active Directory, Technical Support, Computer Hardware, Windows 7, Windows Server, Lotus Notes, Windows, Access
Education
E-Tek 2011 — 2012
Pace University 1984 — 1988
BS
Akshay Gandhi Akshay Gandhi's Lehman Brothers Holdings Inc. Experience June 2013 - August 2013
Job MS. in Real Estate Development Candidate (Class of 2017) at New York University
Industry Real Estate
Experience
New York University March 2015 - Present
G+G Creations March 2015 - Present
DTZ July 2014 - February 2015
The George Washington University School of Business August 2013 - May 2014
Undergraduate Business Association June 2013 - April 2014
Lehman Brothers Holdings Inc. June 2013 - August 2013
Finaport May 2012 - July 2012
The George Washington University School of Business August 2011 - May 2012
Alpha Kappa Psi August 2011 - April 2012
Personal Venture January 2011 - April 2012
Skills
Leadership, Entrepreneurship, International Business, Market Research, Finance, Spanish, Brand Development, International Business..., Event Planning, Venture Capital, Social Media, Data Analysis, Analysis, Financial Analysis, Economics, Marketing, Management, Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Research, Microsoft Word
Education
New York University 2015 — 2017
Master of Science (MS), Real Estate Development
The George Washington University - School of Business 2010 — 2014
B.BA, International Business & Finance
International School of Bangkok 2007 — 2010
High School Degree, IB Certificate Program
New York University March 2015 - Present
G+G Creations March 2015 - Present
DTZ July 2014 - February 2015
The George Washington University School of Business August 2013 - May 2014
Undergraduate Business Association June 2013 - April 2014
Lehman Brothers Holdings Inc. June 2013 - August 2013
Finaport May 2012 - July 2012
The George Washington University School of Business August 2011 - May 2012
Alpha Kappa Psi August 2011 - April 2012
Personal Venture January 2011 - April 2012
Skills
Leadership, Entrepreneurship, International Business, Market Research, Finance, Spanish, Brand Development, International Business..., Event Planning, Venture Capital, Social Media, Data Analysis, Analysis, Financial Analysis, Economics, Marketing, Management, Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Research, Microsoft Word
Education
New York University 2015 — 2017
Master of Science (MS), Real Estate Development
The George Washington University - School of Business 2010 — 2014
B.BA, International Business & Finance
International School of Bangkok 2007 — 2010
High School Degree, IB Certificate Program
Greg Arcilesi Greg Arcilesi's Lehman Brothers Holdings Inc. Experience January 2004 - September 2007
Job Account Executive, McLaughlin Electric
Industry Electrical/Electronic Manufacturing
Experience
The Goldfather Inc. January 2010 - January 2014
AMF Corporate Housing LLC December 2008 - January 2010
Universal Wine and Spirits Inc. November 2007 - November 2008
Lehman Brothers Holdings Inc. January 2004 - September 2007
Bay Capital Corporation August 2001 - January 2004
Skills
Gold, Team Building, Jewelry, Customer Service, Strategic Planning, Executive Management, Operations Management, Precious Metals, Account Management, Business Strategy, Sales Management, Business Development, Marketing Strategy, Real Estate, Team Leadership, Silver, Retail, Budgets, Sales, Inventory Management, Merchandising, Leadership, Contract Negotiation, Product Development, Social Media, Marketing, Management, Advertising, New Business Development, Negotiation, Event Management, Customer Satisfaction, Training, CRM, Direct Sales, Cold Calling, Sales Operations, Microsoft Office, Business Planning, Sales Process, Key Account Management, Competitive Analysis, Pricing, Salesforce.com, B2B, Selling, Social Networking, Coaching, Marketing Management, Marketing Communications
Education
Towson University
Bachelor of Science (B.S.), Business Administration, minor: Marketing
Fallston High School
The Goldfather Inc. January 2010 - January 2014
AMF Corporate Housing LLC December 2008 - January 2010
Universal Wine and Spirits Inc. November 2007 - November 2008
Lehman Brothers Holdings Inc. January 2004 - September 2007
Bay Capital Corporation August 2001 - January 2004
Skills
Gold, Team Building, Jewelry, Customer Service, Strategic Planning, Executive Management, Operations Management, Precious Metals, Account Management, Business Strategy, Sales Management, Business Development, Marketing Strategy, Real Estate, Team Leadership, Silver, Retail, Budgets, Sales, Inventory Management, Merchandising, Leadership, Contract Negotiation, Product Development, Social Media, Marketing, Management, Advertising, New Business Development, Negotiation, Event Management, Customer Satisfaction, Training, CRM, Direct Sales, Cold Calling, Sales Operations, Microsoft Office, Business Planning, Sales Process, Key Account Management, Competitive Analysis, Pricing, Salesforce.com, B2B, Selling, Social Networking, Coaching, Marketing Management, Marketing Communications
Education
Towson University
Bachelor of Science (B.S.), Business Administration, minor: Marketing
Fallston High School
Steven Angel Steven Angel's Lehman Brothers Holdings Inc. Experience 2002 - 2004
Job Principal at Fulcrum Hospitality
Industry Hospitality
Experience
Fulcrum Hospitality LLC 2011 - Present
Highgate Hotels 2010 - 2011
Goldman Sachs 2004 - 2010
Lehman Brothers Holdings Inc. 2002 - 2004
PwC 1997 - 2002
Skills
Hotel Asset Management, Corporate Real Estate, Real Estate Private...
Education
Wharton School, University of Pennsylvania 2000 — 2002
Master of Business Administration (M.B.A.)
Purdue University
Bachelor of Science (B.S.)
Fulcrum Hospitality LLC 2011 - Present
Highgate Hotels 2010 - 2011
Goldman Sachs 2004 - 2010
Lehman Brothers Holdings Inc. 2002 - 2004
PwC 1997 - 2002
Skills
Hotel Asset Management, Corporate Real Estate, Real Estate Private...
Education
Wharton School, University of Pennsylvania 2000 — 2002
Master of Business Administration (M.B.A.)
Purdue University
Bachelor of Science (B.S.)
Madhur Sarda's Lehman Brothers Holdings Inc. Experience April 2010 - October 2010
Job Manager Advisory Services at EY
Industry Financial Services
Experience
EY May 2014 - Present
PwC November 2011 - March 2014
Interactive Data November 2010 - November 2011
Lehman Brothers Holdings Inc. April 2010 - October 2010
JP Morgan Chase (formerly Bear Stearns) March 2008 - December 2009
Bear Stearns January 2005 - March 2008
Taylor Rafferty May 2004 - September 2004
Merrill Lynch September 2003 - January 2004
Mahi Enterprises September 2002 - December 2003
Skills
Fixed Income, Credit Derivatives, Bloomberg, Derivatives, Capital Markets, Valuation, Bonds, Trading, Options, Trading Systems, Swaps, Middle Office, Interest Rate..., Structured Products, CDS, Financial Risk, Structured Finance, Banking, Investments, Finance
Education
Rutgers, The State University of New Jersey-Newark 2002 — 2005
Bachelor of Science, Finance & Mathematics
Saginaw Valley State University 2001 — 2002
Bachelor of Science, Finance
Bishop Cottons Boys School 1998 — 2000
Bishop Cottons Boys School 1998 — 2000
High School
EY May 2014 - Present
PwC November 2011 - March 2014
Interactive Data November 2010 - November 2011
Lehman Brothers Holdings Inc. April 2010 - October 2010
JP Morgan Chase (formerly Bear Stearns) March 2008 - December 2009
Bear Stearns January 2005 - March 2008
Taylor Rafferty May 2004 - September 2004
Merrill Lynch September 2003 - January 2004
Mahi Enterprises September 2002 - December 2003
Skills
Fixed Income, Credit Derivatives, Bloomberg, Derivatives, Capital Markets, Valuation, Bonds, Trading, Options, Trading Systems, Swaps, Middle Office, Interest Rate..., Structured Products, CDS, Financial Risk, Structured Finance, Banking, Investments, Finance
Education
Rutgers, The State University of New Jersey-Newark 2002 — 2005
Bachelor of Science, Finance & Mathematics
Saginaw Valley State University 2001 — 2002
Bachelor of Science, Finance
Bishop Cottons Boys School 1998 — 2000
Bishop Cottons Boys School 1998 — 2000
High School
Adam Hopson Adam Hopson's Lehman Brothers Holdings Inc. Experience 2009 - 2010
Job Consultant at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company 2013 - Present
Edovo 2013 - 2013
McKinsey & Company 2012 - 2012
Chicago Venture Partners 2011 - 2011
Lehman Brothers Holdings, Inc. 2009 - 2010
Lehman Brothers / Barclays 2007 - 2009
Lehman Brothers 2006 - 2006
Novell 2005 - 2005
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Financial Analysis, Investment Banking, Capital Markets, Venture Capital, Mergers, Investments, Equities, Business Strategy, LBO, Bloomberg, Management Consulting, Derivatives, Finance, Mergers & Acquisitions, Entrepreneurship, Restructuring, Start-ups
Education
Northwestern University - Kellogg School of Management
MBA
Northwestern University School of Law
JD
Brigham Young University
Double Major (Bachelor's), Finance and History
Kamiak High School
McKinsey & Company 2013 - Present
Edovo 2013 - 2013
McKinsey & Company 2012 - 2012
Chicago Venture Partners 2011 - 2011
Lehman Brothers Holdings, Inc. 2009 - 2010
Lehman Brothers / Barclays 2007 - 2009
Lehman Brothers 2006 - 2006
Novell 2005 - 2005
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Financial Analysis, Investment Banking, Capital Markets, Venture Capital, Mergers, Investments, Equities, Business Strategy, LBO, Bloomberg, Management Consulting, Derivatives, Finance, Mergers & Acquisitions, Entrepreneurship, Restructuring, Start-ups
Education
Northwestern University - Kellogg School of Management
MBA
Northwestern University School of Law
JD
Brigham Young University
Double Major (Bachelor's), Finance and History
Kamiak High School
Charles Pressner Charles Pressner's Lehman Brothers Holdings Inc. Experience June 2011 - May 2015
Job Senior Business Analyst at Sionic Advisors
Industry Financial Services
Experience
Sionic Advisors May 2015 - Present
Lehman Brothers Holdings Inc. June 2011 - May 2015
George Washington University June 2009 - June 2011
GWU- Student Assocation May 2008 - May 2009
ProAssurance June 2008 - August 2008
National Healthcareer Association June 2007 - August 2007
Turrell Fund June 2006 - August 2006
Skills
Microsoft Office, Microsoft Excel, Data Analysis, PowerPoint, Financial Modeling, Financial Analysis, Microsoft Word, Analysis, Outlook, Budgets, Restructuring, Bloomberg Terminal, Corporate Finance, Accounting, Liquidation, Capital Markets, Research, Access, Bloomberg, Valuation, Risk Management, Business Analysis, Great Plains, C++, Finance, Hedge Funds, Strategy, Spanish, Great Plains Software, Due Diligence, Project Planning, Investment Banking, Private Equity, Economics, Fixed Income, Investments, Equities, Public Speaking
Education
The George Washington University 2007 — 2011
Bachelor of Accountancy, Accounting
Sionic Advisors May 2015 - Present
Lehman Brothers Holdings Inc. June 2011 - May 2015
George Washington University June 2009 - June 2011
GWU- Student Assocation May 2008 - May 2009
ProAssurance June 2008 - August 2008
National Healthcareer Association June 2007 - August 2007
Turrell Fund June 2006 - August 2006
Skills
Microsoft Office, Microsoft Excel, Data Analysis, PowerPoint, Financial Modeling, Financial Analysis, Microsoft Word, Analysis, Outlook, Budgets, Restructuring, Bloomberg Terminal, Corporate Finance, Accounting, Liquidation, Capital Markets, Research, Access, Bloomberg, Valuation, Risk Management, Business Analysis, Great Plains, C++, Finance, Hedge Funds, Strategy, Spanish, Great Plains Software, Due Diligence, Project Planning, Investment Banking, Private Equity, Economics, Fixed Income, Investments, Equities, Public Speaking
Education
The George Washington University 2007 — 2011
Bachelor of Accountancy, Accounting
Kim Ip Kim Ip's Lehman Brothers Holdings Inc. Experience 1998 - 2002
Job First Republic Investment Management
Industry Investment Management
Experience
First Republic Investment Management January 2013 - Present
Luminous Capital May 2008 - December 2012
Merrill Lynch 2002 - 2008
Lehman Brothers Holdings Inc. 1998 - 2002
Skills
Asset Managment, Investments, Venture Capital, Financial Modeling, Asset Management, Alternative Investments, Fixed Income, Investment Management, Investment Banking, Private Equity, Asset Allocation, Wealth Management
Education
New York University 1991 — 1993
MBA, Finance
First Republic Investment Management January 2013 - Present
Luminous Capital May 2008 - December 2012
Merrill Lynch 2002 - 2008
Lehman Brothers Holdings Inc. 1998 - 2002
Skills
Asset Managment, Investments, Venture Capital, Financial Modeling, Asset Management, Alternative Investments, Fixed Income, Investment Management, Investment Banking, Private Equity, Asset Allocation, Wealth Management
Education
New York University 1991 — 1993
MBA, Finance
Eric Higuchi's Lehman Brothers Holdings Inc. Experience June 2012 - Present
Job Assistant Vice President at Lehman Brothers Holdings Inc.
Industry Construction
Experience
Lehman Brothers Holdings Inc. June 2012 - Present
KB Home June 2009 - June 2012
Emaar International April 2008 - March 2009
The Morgan Group July 2007 - April 2008
KB Home March 2005 - July 2007
Skills
Real Estate Development, Entitlements, Residential Homes, Construction, Contract Negotiation, Land Acquisition, Due Diligence, Property Management, Real Estate Economics, Financial Analysis, Real Estate, Investment Properties, Commercial Real Estate, Construction Management, Land Development, Real Estate Transactions, Disposition, Feasibility Studies, REO, Leases, Acquisitions, Real Estate Financing, Location Intelligence
Education
University of California, Irvine 2000 — 2005
Lehman Brothers Holdings Inc. June 2012 - Present
KB Home June 2009 - June 2012
Emaar International April 2008 - March 2009
The Morgan Group July 2007 - April 2008
KB Home March 2005 - July 2007
Skills
Real Estate Development, Entitlements, Residential Homes, Construction, Contract Negotiation, Land Acquisition, Due Diligence, Property Management, Real Estate Economics, Financial Analysis, Real Estate, Investment Properties, Commercial Real Estate, Construction Management, Land Development, Real Estate Transactions, Disposition, Feasibility Studies, REO, Leases, Acquisitions, Real Estate Financing, Location Intelligence
Education
University of California, Irvine 2000 — 2005
Eric Hoffman Eric Hoffman's Lehman Brothers Holdings Inc. Experience April 2012 - Present
Job Senior Vice President at Lehman Brothers Holdings Inc.
Industry Real Estate
Experience
Lehman Brothers Holdings Inc. April 2012 - Present
KB Home November 2002 - April 2012
KB Urban September 2007 - December 2008
O'Melveny & Myers LLP March 1996 - November 2002
Education
USC Gould School of Law 1991 — 1994
Juris Doctorate
University of California, Irvine 1987 — 1991
Lehman Brothers Holdings Inc. April 2012 - Present
KB Home November 2002 - April 2012
KB Urban September 2007 - December 2008
O'Melveny & Myers LLP March 1996 - November 2002
Education
USC Gould School of Law 1991 — 1994
Juris Doctorate
University of California, Irvine 1987 — 1991
Tyler Tinsworth Tyler Tinsworth's Lehman Brothers Holdings Inc. Experience 1969 - 1971
Job Interior Design Services. Private Client Real Estate
Industry Design
Experience
Tyler Tinsworth LLC August 1996 - Present
Douglas Elliman Real Estate January 2015 - Present
Greenwich Fine Properties May 2008 - January 2015
Mission & Associates 1994 - 1996
Atelier BTB 1992 - 1994
Flintlock Construction Services, LLC 1985 - 1992
Lehman Brothers Holdings Inc. 1969 - 1971
Skills
Real Estate, Interior Design, Design Thinking, Real Estate Transactions, Luxury, Residential Homes, Construction, New Home Sales, Renovation, Single Family Homes, Condos, Marketing, Sellers, Strategic Communications, Entrepreneurship, Property, Relocation, Buyer Representation, Investment Properties, First Time Home Buyers, Foreclosures, Negotiation, Short Sales, Fundraising, Listings
Education
Emma Willard School
Manhattanville College
BA, American History
Tyler Tinsworth LLC August 1996 - Present
Douglas Elliman Real Estate January 2015 - Present
Greenwich Fine Properties May 2008 - January 2015
Mission & Associates 1994 - 1996
Atelier BTB 1992 - 1994
Flintlock Construction Services, LLC 1985 - 1992
Lehman Brothers Holdings Inc. 1969 - 1971
Skills
Real Estate, Interior Design, Design Thinking, Real Estate Transactions, Luxury, Residential Homes, Construction, New Home Sales, Renovation, Single Family Homes, Condos, Marketing, Sellers, Strategic Communications, Entrepreneurship, Property, Relocation, Buyer Representation, Investment Properties, First Time Home Buyers, Foreclosures, Negotiation, Short Sales, Fundraising, Listings
Education
Emma Willard School
Manhattanville College
BA, American History
Edan Underwood Edan Underwood's Lehman Brothers Holdings Inc. Experience January 2010 - Present
Job Vice President Lehman Brothers Holdings, Inc.
Industry Investment Banking
Experience
Lehman Brothers Holdings, Inc. January 2010 - Present
Huron Consulting Group, exclusively Lehman Brothers Holdings Inc. engagement February 2009 - December 2009
Censeo, Inc. April 2007 - December 2008
Sloss Real Estate Group December 2004 - March 2007
PricewaterhouseCoopers 1999 - 2004
Skills
CPA, Auditing, Tax, Financial Modeling, Due Diligence, Finance, Budgets, Private Equity, General Ledger, Mergers & Acquisitions
Education
Auburn University 1998 — 1999
Master's of Accountancy, Business, Accountancy & Taxation
Auburn University 1994 — 1998
Bachelor's of Science in Business Administration, Accountancy
Tarrant High School
Lehman Brothers Holdings, Inc. January 2010 - Present
Huron Consulting Group, exclusively Lehman Brothers Holdings Inc. engagement February 2009 - December 2009
Censeo, Inc. April 2007 - December 2008
Sloss Real Estate Group December 2004 - March 2007
PricewaterhouseCoopers 1999 - 2004
Skills
CPA, Auditing, Tax, Financial Modeling, Due Diligence, Finance, Budgets, Private Equity, General Ledger, Mergers & Acquisitions
Education
Auburn University 1998 — 1999
Master's of Accountancy, Business, Accountancy & Taxation
Auburn University 1994 — 1998
Bachelor's of Science in Business Administration, Accountancy
Tarrant High School
Edward Tom Edward Tom's Lehman Brothers Holdings Inc. Experience 2009 - 2011
Job Financial Professional at HEDGESERV
Industry Investment Banking
Experience
HedgeServ July 2013 - Present
BBVA April 2012 - April 2013
Deustche Bank October 2011 - January 2012
NumeriX August 2009 - June 2011
Lehman Brothers Holdings Inc. 2009 - 2011
Standard Chartered Bank June 2008 - April 2009
Panache Resources & Systems Corp. April 1997 - May 2008
Citigroup May 2005 - October 2007
Barclays Capital 2004 - 2005
Skills
Interest Rate..., Summit, Calypso, Murex, Software Implementation, System Migration, Trading Systems, Derivatives, FX Options, Equity Derivatives, Swaps, Market Risk
Education
City University of New York-Queens College
Bachelor of Arts, Dual concentration in Accounting & Information Systems and Economics
Stuyvesant High School
HedgeServ July 2013 - Present
BBVA April 2012 - April 2013
Deustche Bank October 2011 - January 2012
NumeriX August 2009 - June 2011
Lehman Brothers Holdings Inc. 2009 - 2011
Standard Chartered Bank June 2008 - April 2009
Panache Resources & Systems Corp. April 1997 - May 2008
Citigroup May 2005 - October 2007
Barclays Capital 2004 - 2005
Skills
Interest Rate..., Summit, Calypso, Murex, Software Implementation, System Migration, Trading Systems, Derivatives, FX Options, Equity Derivatives, Swaps, Market Risk
Education
City University of New York-Queens College
Bachelor of Arts, Dual concentration in Accounting & Information Systems and Economics
Stuyvesant High School
Hanna Xayasith Hanna Xayasith's Lehman Brothers Holdings Inc. Experience October 2009 - July 2010
Job Financial Services Operations Professional with 6+ Years Experience Seeking New Opportunity
Industry Financial Services
Experience
Goldman Sachs July 2010 - August 2014
Lehman Brothers Holdings Inc. October 2009 - July 2010
Barclays Capital September 2008 - October 2009
Lehman Brothers February 2008 - September 2008
Merrill Lynch August 2007 - February 2008
Skills
Middle Office, Fixed Income, Commodity, Trading, Swaps, Finance, Credit Derivatives, Portfolio Management, Bloomberg, Valuation, Derivatives, Investment Banking, Hedge Funds
Education
The George Washington University - School of Business 2004 — 2008
BBA, International Business & Finance
Goldman Sachs July 2010 - August 2014
Lehman Brothers Holdings Inc. October 2009 - July 2010
Barclays Capital September 2008 - October 2009
Lehman Brothers February 2008 - September 2008
Merrill Lynch August 2007 - February 2008
Skills
Middle Office, Fixed Income, Commodity, Trading, Swaps, Finance, Credit Derivatives, Portfolio Management, Bloomberg, Valuation, Derivatives, Investment Banking, Hedge Funds
Education
The George Washington University - School of Business 2004 — 2008
BBA, International Business & Finance
Simon Greene's Lehman Brothers Holdings Inc. Experience June 2011 - January 2012
Job Investment Banking Analyst at Oppenheimer & Co. Inc.
Industry Investment Banking
Experience
Oppenheimer & Co. Inc. July 2014 - Present
UCLA Anderson School of Management June 2012 - March 2014
St. Cloud Capital, LLC July 2013 - December 2013
Lehman Brothers Holdings Inc. June 2011 - January 2012
Staten Island Yankees June 2009 - September 2009
Education
University of California, Los Angeles 2010 — 2014
BS, Math - Economics
The Pingry School 2006 — 2010
Oppenheimer & Co. Inc. July 2014 - Present
UCLA Anderson School of Management June 2012 - March 2014
St. Cloud Capital, LLC July 2013 - December 2013
Lehman Brothers Holdings Inc. June 2011 - January 2012
Staten Island Yankees June 2009 - September 2009
Education
University of California, Los Angeles 2010 — 2014
BS, Math - Economics
The Pingry School 2006 — 2010
Christopher R. Jennings, CFA, FRM, CAIA, CFP® Christopher R. Jennings, CFA, FRM, CAIA, CFP®'s Lehman Brothers Holdings Inc. Experience July 2003 - May 2006
Job Bernstein Global Wealth Management
Industry Investment Management
Experience
Bernstein Global Wealth Management September 2012 - Present
Bernstein Global Wealth Management March 2010 - September 2012
Bernstein Global Wealth Management May 2008 - March 2010
Goldman, Sachs & Co. May 2006 - April 2008
Lehman Brothers Holdings Inc. July 2003 - May 2006
Skills
Series 7, Series 65, Series 63, Series 31, Capital Markets, Equities, Fixed Income, Alternative Investments, Investment Strategies, Investment Management, Asset Allocation, Securities, Hedge Funds, Investment Advisory, Valuation, Corporate Finance
Education
Middlebury College 1999 — 2003
Bachelor's degree, Economics / English
The Browning School 1986 — 1999
High School
Bernstein Global Wealth Management September 2012 - Present
Bernstein Global Wealth Management March 2010 - September 2012
Bernstein Global Wealth Management May 2008 - March 2010
Goldman, Sachs & Co. May 2006 - April 2008
Lehman Brothers Holdings Inc. July 2003 - May 2006
Skills
Series 7, Series 65, Series 63, Series 31, Capital Markets, Equities, Fixed Income, Alternative Investments, Investment Strategies, Investment Management, Asset Allocation, Securities, Hedge Funds, Investment Advisory, Valuation, Corporate Finance
Education
Middlebury College 1999 — 2003
Bachelor's degree, Economics / English
The Browning School 1986 — 1999
High School
Brian Caffrey Brian Caffrey's Lehman Brothers Holdings Inc. Experience September 2007 - September 2008
Job Capital Markets
Industry Investment Banking
Experience
Deutsche Bank 2014 - Present
Barclays Capital December 2012 - 2014
Nomura Holdings, Inc October 2009 - November 2011
Nomura Holdings, Inc. September 2008 - October 2009
Lehman Brothers Holdings, Inc. September 2007 - September 2008
Lehman Brothers Holdings, Inc. April 2004 - September 2007
Lehman Brothers Holdings, Inc. August 2000 - December 2004
Lehman Brothers Holdings, Inc. August 1998 - December 2000
Skills
Operational Risk..., Project Management, Regulatory Reform, Off-shore Team..., Operations Management, Middle Office, Business Process..., Change Management, Capital Markets, Fixed Income, Credit Derivatives, Emerging Markets, FX, Structured Products, CLO, CDO, Loans
Education
Susquehanna University 1994 — 1998
Bachelor of Science, Finance and International Business
Deutsche Bank 2014 - Present
Barclays Capital December 2012 - 2014
Nomura Holdings, Inc October 2009 - November 2011
Nomura Holdings, Inc. September 2008 - October 2009
Lehman Brothers Holdings, Inc. September 2007 - September 2008
Lehman Brothers Holdings, Inc. April 2004 - September 2007
Lehman Brothers Holdings, Inc. August 2000 - December 2004
Lehman Brothers Holdings, Inc. August 1998 - December 2000
Skills
Operational Risk..., Project Management, Regulatory Reform, Off-shore Team..., Operations Management, Middle Office, Business Process..., Change Management, Capital Markets, Fixed Income, Credit Derivatives, Emerging Markets, FX, Structured Products, CLO, CDO, Loans
Education
Susquehanna University 1994 — 1998
Bachelor of Science, Finance and International Business
William Lezama William Lezama's Lehman Brothers Holdings Inc. Experience August 2005 - September 2008
Job Wealth Strategy Associate at UBS
Industry Financial Services
Experience
UBS Wealth Management March 2010 - Present
UBS Wealth Management October 2008 - February 2010
Lehman Brothers Holdings Inc. August 2005 - September 2008
Skills
Fixed Income, Bloomberg, Securities, Mutual Funds, Equities, Series 63, Wealth Management, Series 7, Customer Service, Investments, Portfolio Management, Financial Services
Education
University of Miami 2001 — 2005
Bachelor, Business Administration; Finance
UBS Wealth Management March 2010 - Present
UBS Wealth Management October 2008 - February 2010
Lehman Brothers Holdings Inc. August 2005 - September 2008
Skills
Fixed Income, Bloomberg, Securities, Mutual Funds, Equities, Series 63, Wealth Management, Series 7, Customer Service, Investments, Portfolio Management, Financial Services
Education
University of Miami 2001 — 2005
Bachelor, Business Administration; Finance
Stanley Dziedzic Stanley Dziedzic's Lehman Brothers Holdings Inc. Experience January 1992 - January 2005
Job United World Wrestling Vice President
Industry Sports
Experience
United World Wrestling August 2006 - Present
Lehman Brothers Holdings Inc. January 1992 - January 2005
Salomon Bothers August 1984 - January 1992
Skills
Event Management, Series 7, Investments, Strategic Planning, Public Speaking, Fixed Income, Asset Managment, Real Estate, Mortgage Banking, PowerPoint, Hedge Funds, Business Strategy, Alternative Investments, Risk Management, Entrepreneurship
Education
University of Nebraska-Lincoln 1978 — 1984
MBA, Finance
Michigan State University 1972 — 1978
Masters of Arts Degree
Slippery Rock University of Pennsylvania 1968 — 1972
BS, Education
United World Wrestling August 2006 - Present
Lehman Brothers Holdings Inc. January 1992 - January 2005
Salomon Bothers August 1984 - January 1992
Skills
Event Management, Series 7, Investments, Strategic Planning, Public Speaking, Fixed Income, Asset Managment, Real Estate, Mortgage Banking, PowerPoint, Hedge Funds, Business Strategy, Alternative Investments, Risk Management, Entrepreneurship
Education
University of Nebraska-Lincoln 1978 — 1984
MBA, Finance
Michigan State University 1972 — 1978
Masters of Arts Degree
Slippery Rock University of Pennsylvania 1968 — 1972
BS, Education
Anthony Mallano Anthony Mallano's Lehman Brothers Holdings Inc. Experience January 2013 - Present
Job Senior Vice President at Lehman Brothers Holdings Inc.
Industry Investment Banking
Experience
Lehman Brothers Holdings Inc. January 2013 - Present
LAMCO LLC May 2010 - January 2013
Lehman Brothers Holdings, Inc December 2008 - May 2010
Barclays Capital September 2008 - October 2008
Lehman Brothers February 1999 - September 2008
Schroders 1996 - 1999
Schroder Wertheim 1996 - 1999
Skills
Cross-functional Team..., Risk Management, Strategy, Mergers, Project Management, Change Management, Process Improvement, Mergers & Acquisitions, Vendor Management, Enterprise Software, Leadership, Integration, Disaster Recovery, Software Development, Management, Contract Negotiation, IT Strategy, Strategic Planning, Business Development
Education
Marist College 1992 — 1996
Bachelor of Science (BS), Information Technology
Monsignor Farrell High School 1988 — 1992
Regents
Lehman Brothers Holdings Inc. January 2013 - Present
LAMCO LLC May 2010 - January 2013
Lehman Brothers Holdings, Inc December 2008 - May 2010
Barclays Capital September 2008 - October 2008
Lehman Brothers February 1999 - September 2008
Schroders 1996 - 1999
Schroder Wertheim 1996 - 1999
Skills
Cross-functional Team..., Risk Management, Strategy, Mergers, Project Management, Change Management, Process Improvement, Mergers & Acquisitions, Vendor Management, Enterprise Software, Leadership, Integration, Disaster Recovery, Software Development, Management, Contract Negotiation, IT Strategy, Strategic Planning, Business Development
Education
Marist College 1992 — 1996
Bachelor of Science (BS), Information Technology
Monsignor Farrell High School 1988 — 1992
Regents
Brooke Swartz Brooke Swartz's Lehman Brothers Holdings Inc. Experience May 2015 - Present
Job Intern at Lehman Brothers Holdings Inc.
Industry
Experience
Lehman Brothers Holdings Inc. May 2015 - Present
Kappa Alpha Theta Sorority January 2015 - Present
Marlboro Swim Club July 2014 - August 2014
Dance Attitudes September 2008 - June 2014
Education
University of Michigan 2014 — 2018
Sophomore
Marlboro High School 2010 — 2014
High School
Lehman Brothers Holdings Inc. May 2015 - Present
Kappa Alpha Theta Sorority January 2015 - Present
Marlboro Swim Club July 2014 - August 2014
Dance Attitudes September 2008 - June 2014
Education
University of Michigan 2014 — 2018
Sophomore
Marlboro High School 2010 — 2014
High School
Karen Mira's Lehman Brothers Holdings Inc. Experience May 2000 - August 2003
Job Coordinator
Industry Marketing and Advertising
Experience
Accion East June 2014 - July 2015
BSR (Business for Social Responsibility) 2012 - 2013
ASME January 2011 - November 2011
Upper Manhattan Empowerment Zone Development Corporation September 2006 - October 2008
The Jewish Theological Seminary (JTS) September 2005 - August 2006
Columbia University in the City of New York October 2004 - August 2005
Lehman Brothers Holdings Inc. May 2000 - August 2003
Skills
Microsoft Excel, Microsoft Office, Nonprofits, Event Planning, Social Media, Social Networking
Education
Pace University - Lubin School of Business 2000 — 2005
Bachelor of Applied Science (B.A.Sc.), Marketing/Marketing Management, General
Accion East June 2014 - July 2015
BSR (Business for Social Responsibility) 2012 - 2013
ASME January 2011 - November 2011
Upper Manhattan Empowerment Zone Development Corporation September 2006 - October 2008
The Jewish Theological Seminary (JTS) September 2005 - August 2006
Columbia University in the City of New York October 2004 - August 2005
Lehman Brothers Holdings Inc. May 2000 - August 2003
Skills
Microsoft Excel, Microsoft Office, Nonprofits, Event Planning, Social Media, Social Networking
Education
Pace University - Lubin School of Business 2000 — 2005
Bachelor of Applied Science (B.A.Sc.), Marketing/Marketing Management, General
Konah Collins Konah Collins's Lehman Brothers Holdings Inc. Experience February 2009 - May 2012
Job Tax Examiner at Internal Revenue Service
Industry Accounting
Experience
Internal Revenue Service May 2012 - Present
The Aloere Group 2011 - May 2012
Lehman Brothers Holdings Inc February 2009 - May 2012
H. Martin September 2006 - January 2009
Skills
Tax, QuickBooks, Financial Statements, Auditing, Analysis, Account Reconciliation, Income Tax, Accounting, Microsoft Excel, Tax Returns, Corporate Tax, PowerPoint
Education
Saint Peter's College 2007 — 2011
Bachelor of Science, Accounting
St. Peter's College 2007 — 2011
Bachelor of Science, Accounting
Internal Revenue Service May 2012 - Present
The Aloere Group 2011 - May 2012
Lehman Brothers Holdings Inc February 2009 - May 2012
H. Martin September 2006 - January 2009
Skills
Tax, QuickBooks, Financial Statements, Auditing, Analysis, Account Reconciliation, Income Tax, Accounting, Microsoft Excel, Tax Returns, Corporate Tax, PowerPoint
Education
Saint Peter's College 2007 — 2011
Bachelor of Science, Accounting
St. Peter's College 2007 — 2011
Bachelor of Science, Accounting
Wendy M. Uvino Wendy M. Uvino's Lehman Brothers Holdings Inc. Experience September 2008 - July 2010
Job Head of Human Resources at Olayan America
Industry Financial Services
Experience
Olayan America November 2014 - Present
Natixis North America July 2010 - October 2014
Lehman Brothers Holdings Inc. September 2008 - July 2010
Lehman Brothers Inc. September 1994 - October 2008
Bankers Trust September 1993 - September 1994
JWP Inc. September 1991 - August 1993
Columbia Pictures Industries, Inc. September 1982 - August 1991
Skills
HR Strategy, HR Transformation, Deferred Compensation, Project Management, HRIS, Employee Benefits, Human Resources, Restructuring, Mergers, Acquisition Integration, Succession Planning, Organizational Design, Talent Management, Recruiting, Leadership, Management, Executive Pay, Process Improvement, Capital Markets, Due Diligence, Executive Compensation..., Expatriate Management, Vendor Management, Change Management, Mergers, Performance Management, Personnel Management, Strategy, Talent Acquisition
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Tufts University
BA, Economics
Westminster School
High School Diploma, High school
Olayan America November 2014 - Present
Natixis North America July 2010 - October 2014
Lehman Brothers Holdings Inc. September 2008 - July 2010
Lehman Brothers Inc. September 1994 - October 2008
Bankers Trust September 1993 - September 1994
JWP Inc. September 1991 - August 1993
Columbia Pictures Industries, Inc. September 1982 - August 1991
Skills
HR Strategy, HR Transformation, Deferred Compensation, Project Management, HRIS, Employee Benefits, Human Resources, Restructuring, Mergers, Acquisition Integration, Succession Planning, Organizational Design, Talent Management, Recruiting, Leadership, Management, Executive Pay, Process Improvement, Capital Markets, Due Diligence, Executive Compensation..., Expatriate Management, Vendor Management, Change Management, Mergers, Performance Management, Personnel Management, Strategy, Talent Acquisition
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Tufts University
BA, Economics
Westminster School
High School Diploma, High school
Jill Rocca Jill Rocca's Lehman Brothers Holdings Inc. Experience November 1995 - September 1996
Job Executive Assistant at Navigant Consulting, Inc.
Industry Financial Services
Experience
Navigant Consulting, Inc. June 2011 - Present
Evergreen Investment Advisors, LLC February 2011 - June 2011
REX Electric & Technologies, LLC November 2009 - June 2010
William Blair and Company June 2004 - September 2008
Watson Pharmaceuticals September 1996 - May 1997
Lehman Brothers Holdings Inc. November 1995 - September 1996
Everen Securities, Inc. (Now First Union Wachovia) July 1991 - November 1995
Education
Michigan State University 1985 — 1989
B.A., Communications, Psychology
Navigant Consulting, Inc. June 2011 - Present
Evergreen Investment Advisors, LLC February 2011 - June 2011
REX Electric & Technologies, LLC November 2009 - June 2010
William Blair and Company June 2004 - September 2008
Watson Pharmaceuticals September 1996 - May 1997
Lehman Brothers Holdings Inc. November 1995 - September 1996
Everen Securities, Inc. (Now First Union Wachovia) July 1991 - November 1995
Education
Michigan State University 1985 — 1989
B.A., Communications, Psychology
Joseph Goldstein Joseph Goldstein's Lehman Brothers Holdings Inc. Experience September 2008 - September 2010
Job Commodities Sales Middle Office
Industry Oil & Energy
Experience
Natixis CIB Americas September 2014 - June 2015
JP Morgan October 2010 - August 2014
Lehman Brothers Holdings Inc. September 2008 - September 2010
Lehman Brothers November 2007 - September 2010
Skills
Derivatives, Fixed Income, Middle Office, Capital Markets, Commodity, Risk Management, Oil/Gas, VPP, Swaps, Options, Portfolio Management, Finance
Education
Monmouth University 2003 — 2007
Bachelor's degree, Finance, General
Natixis CIB Americas September 2014 - June 2015
JP Morgan October 2010 - August 2014
Lehman Brothers Holdings Inc. September 2008 - September 2010
Lehman Brothers November 2007 - September 2010
Skills
Derivatives, Fixed Income, Middle Office, Capital Markets, Commodity, Risk Management, Oil/Gas, VPP, Swaps, Options, Portfolio Management, Finance
Education
Monmouth University 2003 — 2007
Bachelor's degree, Finance, General
Brian Manczak Brian Manczak's Lehman Brothers Holdings Inc. Experience August 2003 - January 2008
Job Managing Director at PPM America
Industry Investment Management
Experience
PPM America February 2008 - Present
Lehman Brothers Holdings Inc. August 2003 - January 2008
Arthur Andersen LLP July 1998 - June 2001
Education
University of North Carolina at Chapel Hill 2001 — 2003
Master of Business Administration (M.B.A.), Finance
Miami University 1994 — 1998
Bachelor of Science (B.S.), Accounting and Finance
PPM America February 2008 - Present
Lehman Brothers Holdings Inc. August 2003 - January 2008
Arthur Andersen LLP July 1998 - June 2001
Education
University of North Carolina at Chapel Hill 2001 — 2003
Master of Business Administration (M.B.A.), Finance
Miami University 1994 — 1998
Bachelor of Science (B.S.), Accounting and Finance
John Bukawyn John Bukawyn's Lehman Brothers Holdings Inc. Experience June 2013 - Present
Job Analyst at Lehman Brothers Holdings Inc.
Industry Real Estate
Experience
Lehman Brothers Holdings Inc. June 2013 - Present
JKJ Financial Services June 2011 - August 2011
Bruce Poliquin for Governor May 2010 - June 2010
Education
Swarthmore College 2008 — 2012
Bachelor of Arts (B.A.), Economics and Psychology
Phillips Academy 2004 — 2008
Lehman Brothers Holdings Inc. June 2013 - Present
JKJ Financial Services June 2011 - August 2011
Bruce Poliquin for Governor May 2010 - June 2010
Education
Swarthmore College 2008 — 2012
Bachelor of Arts (B.A.), Economics and Psychology
Phillips Academy 2004 — 2008
Steven Cortopassi Steven Cortopassi's Lehman Brothers Holdings Inc. Experience October 2010 - Present
Job at Lehman Brothers Holdings
Industry Financial Services
Experience
CKO Kickboxing Wayne, NJ August 2014 - Present
Lehman Brothers Holdings Inc. October 2010 - Present
Tonkin Conferences USA 2008 - 2008
PCF 2005 - 2008
Skills
Bloomberg, Fixed Income, Hedge Funds, Equities, Derivatives
Education
University of Delaware - Lerner College of Business and Economics
BA, Economics
CKO Kickboxing Wayne, NJ August 2014 - Present
Lehman Brothers Holdings Inc. October 2010 - Present
Tonkin Conferences USA 2008 - 2008
PCF 2005 - 2008
Skills
Bloomberg, Fixed Income, Hedge Funds, Equities, Derivatives
Education
University of Delaware - Lerner College of Business and Economics
BA, Economics
Donna Stefanizzi Donna Stefanizzi's Lehman Brothers Holdings Inc. Experience December 2006 - January 2008
Job Lower School Admissions Associate at Trevor Day School
Industry Primary/Secondary Education
Experience
Trevor Day School September 2014 - February 2015
Lehman Brothers Holdings Inc. December 2006 - January 2008
UBS Investment Bank December 2003 - September 2006
Bessemer Trust March 2002 - December 2004
Credit Suisse November 1997 - March 2002
Skills
PowerPoint, Event Management, Event Planning, Concur, Research, Microsoft Word, Microsoft Excel, Project Management, Marketing, Nonprofits
Education
University at Albany, SUNY 1992 — 1996
BA, Sociology
Trevor Day School September 2014 - February 2015
Lehman Brothers Holdings Inc. December 2006 - January 2008
UBS Investment Bank December 2003 - September 2006
Bessemer Trust March 2002 - December 2004
Credit Suisse November 1997 - March 2002
Skills
PowerPoint, Event Management, Event Planning, Concur, Research, Microsoft Word, Microsoft Excel, Project Management, Marketing, Nonprofits
Education
University at Albany, SUNY 1992 — 1996
BA, Sociology
Gasparina Nina Borges Gasparina Nina Borges's Lehman Brothers Holdings Inc. Experience September 2008 - March 2011
Job VP Middle Office/FX Derivatives Senior Analyst/KYC Project Coordinator/ISDA Documentation Senior Analyst.
Industry Banking
Experience
Itau Unibanco S.A April 2011 - June 2014
Lehman Brothers Holdings Inc. September 2008 - March 2011
Lehman Brothers Special Finance Inc. June 2006 - September 2008
Citigroup Corporate and Investiment Banking May 1997 - June 2006
Skills
Derivatives, Trading, Financial Risk, FX Options, Credit, Credit Derivatives, Financial Services, Software Documentation, Management, ISDA, Business Process, Customer Service, Counterparty Risk, Fixed Income, Banking, Equities, Capital Markets, Hedge Funds, Investment Banking, Risk Management
Education
Mercy College 2002 — 2006
Bachelor of Arts, Business Administration
OMEC University
Bachelor of Arts, Journalism
Itau Unibanco S.A April 2011 - June 2014
Lehman Brothers Holdings Inc. September 2008 - March 2011
Lehman Brothers Special Finance Inc. June 2006 - September 2008
Citigroup Corporate and Investiment Banking May 1997 - June 2006
Skills
Derivatives, Trading, Financial Risk, FX Options, Credit, Credit Derivatives, Financial Services, Software Documentation, Management, ISDA, Business Process, Customer Service, Counterparty Risk, Fixed Income, Banking, Equities, Capital Markets, Hedge Funds, Investment Banking, Risk Management
Education
Mercy College 2002 — 2006
Bachelor of Arts, Business Administration
OMEC University
Bachelor of Arts, Journalism
Jackie Swerz, Esq. Jackie Swerz, Esq.'s Lehman Brothers Holdings Inc. Experience May 2007 - May 2008
Job Fashion Licensing
Industry Law Practice
Experience
Sunrise Brands (formerly Tarrant Apparel Group) April 2013 - Present
Full Picture July 2011 - April 2013
Chambers of Justice Ira B. Warshawsky at Supreme Court Commercial Part August 2010 - December 2010
New York Law School January 2010 - March 2010
Lehman Brothers Holdings Inc. May 2007 - May 2008
Skills
Entertainment, Marketing Strategy, Brand Management, Negotiation, Fashion, Brand Development, Apparel, Mediation, Sponsorship, Business Development, Marketing, Retail, Event Management, Licensing, Event Planning, Celebrity
Education
New York Law School 2008 — 2011
Juris Doctor, Entertainment Law
New York University 2004 — 2008
BA, Marketing and Media Studies
Sunrise Brands (formerly Tarrant Apparel Group) April 2013 - Present
Full Picture July 2011 - April 2013
Chambers of Justice Ira B. Warshawsky at Supreme Court Commercial Part August 2010 - December 2010
New York Law School January 2010 - March 2010
Lehman Brothers Holdings Inc. May 2007 - May 2008
Skills
Entertainment, Marketing Strategy, Brand Management, Negotiation, Fashion, Brand Development, Apparel, Mediation, Sponsorship, Business Development, Marketing, Retail, Event Management, Licensing, Event Planning, Celebrity
Education
New York Law School 2008 — 2011
Juris Doctor, Entertainment Law
New York University 2004 — 2008
BA, Marketing and Media Studies
Alexandra Calma's Lehman Brothers Holdings Inc. Experience June 2008 - November 2008
Job Associate Director at DFG Investment Advisers
Industry Financial Services
Experience
DFG Investment Advisers, Inc. February 2013 - Present
Norinchukin Bank July 2012 - October 2012
Wealth and Investment Management at Barclays September 2010 - February 2012
Barclays Investment Bank November 2008 - September 2010
Lehman Brothers Holdings, Inc June 2008 - November 2008
Mandarin Oriental Hotel Group June 2007 - August 2007
The Dermot Company, Inc June 2006 - 2006
Skills
Equities, Asset Management, Series 7, Series 63, Portfolio Management, Hedge Funds, Fixed Income, Credit, Trading, Risk Management, Investment Advisory, Loans, CLO, Leveraged Finance, Spanish-speaking, Business Development, Strategic Partnerships, Investor Relations
Education
University of Miami 2004 — 2008
Bachelor of Science (B.S.), Communication Studies
NYC Lab School 1997 — 2003
DFG Investment Advisers, Inc. February 2013 - Present
Norinchukin Bank July 2012 - October 2012
Wealth and Investment Management at Barclays September 2010 - February 2012
Barclays Investment Bank November 2008 - September 2010
Lehman Brothers Holdings, Inc June 2008 - November 2008
Mandarin Oriental Hotel Group June 2007 - August 2007
The Dermot Company, Inc June 2006 - 2006
Skills
Equities, Asset Management, Series 7, Series 63, Portfolio Management, Hedge Funds, Fixed Income, Credit, Trading, Risk Management, Investment Advisory, Loans, CLO, Leveraged Finance, Spanish-speaking, Business Development, Strategic Partnerships, Investor Relations
Education
University of Miami 2004 — 2008
Bachelor of Science (B.S.), Communication Studies
NYC Lab School 1997 — 2003
Hannah Angst Hannah Angst's Lehman Brothers Holdings Inc. Experience June 2010 - May 2012
Job Marketing Coordinator / Product Manager US at Communion Music Group
Industry Music
Experience
Communion Music Group May 2014 - Present
The Wild Honey Pie December 2010 - Present
S-Curve Records August 2012 - May 2014
Brooklyn Flea Market January 2012 - August 2012
Tell All Your Friends May 2012 - July 2012
Lehman Brothers Holdings Inc. June 2010 - May 2012
Obama for America August 2008 - November 2008
Skills
Research, Event Planning, Creative Writing, Social Media Marketing, Blogging, Music Industry, Digital Music Marketing, Music, New Media, Entertainment, Digital Marketing, Publicity, Press Releases, Social Media
Education
University of Colorado Boulder 2006 — 2010
BA, Political Science, French
Communion Music Group May 2014 - Present
The Wild Honey Pie December 2010 - Present
S-Curve Records August 2012 - May 2014
Brooklyn Flea Market January 2012 - August 2012
Tell All Your Friends May 2012 - July 2012
Lehman Brothers Holdings Inc. June 2010 - May 2012
Obama for America August 2008 - November 2008
Skills
Research, Event Planning, Creative Writing, Social Media Marketing, Blogging, Music Industry, Digital Music Marketing, Music, New Media, Entertainment, Digital Marketing, Publicity, Press Releases, Social Media
Education
University of Colorado Boulder 2006 — 2010
BA, Political Science, French
Michael Wachtel's Lehman Brothers Holdings Inc. Experience July 2001 - May 2002
Job Attorney, NY and NJ
Industry Retail
Experience
Superior Court of New Jersey - General Equity Division August 2014 - August 2015
Valley National Bank June 2013 - June 2014
CyberSecurity Law Project - Sommerset County Prosecutor's Office June 2012 - August 2012
Insignia Financial Group June 2002 - June 2005
Lehman Brothers Holdings Inc. July 2001 - May 2002
Skills
Civil Litigation, Commercial Litigation, Negotiation, Venture Capital, Microsoft Excel, Public Speaking, Management, Marketing Strategy, Sales, Contract Negotiation, Entrepreneurship, Customer Service, Research, Mergers & Acquisitions
Education
Rutgers University School of Law - Newark 2011 — 2014
Juris Doctor (J.D.), Law, 3.71; Cum Laude
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
BBA, Finance and Marketing, 3.92
Superior Court of New Jersey - General Equity Division August 2014 - August 2015
Valley National Bank June 2013 - June 2014
CyberSecurity Law Project - Sommerset County Prosecutor's Office June 2012 - August 2012
Insignia Financial Group June 2002 - June 2005
Lehman Brothers Holdings Inc. July 2001 - May 2002
Skills
Civil Litigation, Commercial Litigation, Negotiation, Venture Capital, Microsoft Excel, Public Speaking, Management, Marketing Strategy, Sales, Contract Negotiation, Entrepreneurship, Customer Service, Research, Mergers & Acquisitions
Education
Rutgers University School of Law - Newark 2011 — 2014
Juris Doctor (J.D.), Law, 3.71; Cum Laude
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
BBA, Finance and Marketing, 3.92
Chaka Wade's Lehman Brothers Holdings Inc. Experience April 2010 - Present
Job Securitized Products at Lehman Brothers (PostBankruptcy)
Industry Financial Services
Experience
Lehman Brothers Holdings Inc. April 2010 - Present
Citigroup Global Markets Inc. March 2004 - February 2008
Natixis 2001 - 2004
State Street Bank 1999 - 2000
Merrill Lynch May 1998 - August 1998
US Army 1992 - 1997
Skills
Securitization, Derivatives, Valuation, Structured Finance, Fixed Income, Capital Markets, Structured Products, Credit Derivatives, ABS, CDO, Subprime, Securities, Asset Management, Investment Banking, Hedge Funds, Equities, Financial Structuring, Bloomberg, Alternative Investments, Bonds, Interest Rate..., Options, Equity Derivatives, Trading, Swaps, MBS, CDS, High Yield
Education
Massachusetts Institute of Technology - Sloan School of Management 1997 — 1999
M.B.A., Financial Management
United States Military Academy at West Point 1988 — 1992
B.S., Mechanical Engineering (Aerospace)
Lehman Brothers Holdings Inc. April 2010 - Present
Citigroup Global Markets Inc. March 2004 - February 2008
Natixis 2001 - 2004
State Street Bank 1999 - 2000
Merrill Lynch May 1998 - August 1998
US Army 1992 - 1997
Skills
Securitization, Derivatives, Valuation, Structured Finance, Fixed Income, Capital Markets, Structured Products, Credit Derivatives, ABS, CDO, Subprime, Securities, Asset Management, Investment Banking, Hedge Funds, Equities, Financial Structuring, Bloomberg, Alternative Investments, Bonds, Interest Rate..., Options, Equity Derivatives, Trading, Swaps, MBS, CDS, High Yield
Education
Massachusetts Institute of Technology - Sloan School of Management 1997 — 1999
M.B.A., Financial Management
United States Military Academy at West Point 1988 — 1992
B.S., Mechanical Engineering (Aerospace)
Jeremy Love's Lehman Brothers Holdings Inc. Experience February 2013 - April 2015
Job Director/Senior Credit Trader at CVC Credit Partners
Industry Capital Markets
Experience
Lehman Brothers Holdings Inc. February 2013 - April 2015
Sandell Asset Management July 2007 - April 2011
Kingdon Capital Management 2011 - 2011
UBS Investment Bank July 2005 - July 2007
Skills
Relative Value, Capital Structure, Proprietary Trading, Trading, Market Making, Arbitrage, Global Macro, Trading Strategies, Volatility, Electronic Trading, Options, Traders, Derivatives, Hedge Funds, Hedging, Event Driven, High Yield, Equities, Trading Technology, Fixed Income, Portfolio Management, Industry Analysis, Bonds, Swaps, Debt, Risk Management, Macro, Special Situations, LBO, Technical Analysis, Market Data, Bloomberg Terminal, Bloomberg, Bloomberg Software, Capital Markets, Distressed Debt, CDS, Bankruptcy, Government Bonds, Risk Arbitrage, Systematic, Equity Derivatives, Investments, Credit, Securities, Financial Modeling
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
MBA, Finance, Accounting, and Corp Strategy
The University of Texas at Austin 1995 — 1999
BS, Advertising
Lehman Brothers Holdings Inc. February 2013 - April 2015
Sandell Asset Management July 2007 - April 2011
Kingdon Capital Management 2011 - 2011
UBS Investment Bank July 2005 - July 2007
Skills
Relative Value, Capital Structure, Proprietary Trading, Trading, Market Making, Arbitrage, Global Macro, Trading Strategies, Volatility, Electronic Trading, Options, Traders, Derivatives, Hedge Funds, Hedging, Event Driven, High Yield, Equities, Trading Technology, Fixed Income, Portfolio Management, Industry Analysis, Bonds, Swaps, Debt, Risk Management, Macro, Special Situations, LBO, Technical Analysis, Market Data, Bloomberg Terminal, Bloomberg, Bloomberg Software, Capital Markets, Distressed Debt, CDS, Bankruptcy, Government Bonds, Risk Arbitrage, Systematic, Equity Derivatives, Investments, Credit, Securities, Financial Modeling
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
MBA, Finance, Accounting, and Corp Strategy
The University of Texas at Austin 1995 — 1999
BS, Advertising
Mark Weber's Lehman Brothers Holdings Inc. Experience August 2010 - December 2012
Job Executive Director at UBS, Group Risk Control
Industry Capital Markets
Experience
Lehman Brothers Holdings Inc. August 2010 - December 2012
Goldman Sachs January 2009 - July 2010
Lehman Brothers August 2006 - September 2008
JP Morgan August 1997 - July 2006
Deutsche Bank June 1996 - August 1996
Rockefeller University May 1993 - August 1995
Skills
Derivatives, Market Risk, Risk, Credit, Quantitative Finance, Financial Risk, Fixed Income, Risk Management, Valuation, Capital Markets, Bonds, Options, Trading, Credit Derivatives, Middle Office, Equities
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance and Statistics
Yale University
PhD, Physiology (Biophysics)
Washington University in St. Louis
MS, Electrical Engineering
Washington University in St. Louis
BS, Computer Science
Lehman Brothers Holdings Inc. August 2010 - December 2012
Goldman Sachs January 2009 - July 2010
Lehman Brothers August 2006 - September 2008
JP Morgan August 1997 - July 2006
Deutsche Bank June 1996 - August 1996
Rockefeller University May 1993 - August 1995
Skills
Derivatives, Market Risk, Risk, Credit, Quantitative Finance, Financial Risk, Fixed Income, Risk Management, Valuation, Capital Markets, Bonds, Options, Trading, Credit Derivatives, Middle Office, Equities
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance and Statistics
Yale University
PhD, Physiology (Biophysics)
Washington University in St. Louis
MS, Electrical Engineering
Washington University in St. Louis
BS, Computer Science
Yakov Kravets's Lehman Brothers Holdings Inc. Experience March 2009 - November 2009
Job Director at BlackRock
Industry Financial Services
Experience
BlackRock July 2014 - Present
Nomura Securities April 2010 - July 2014
TD Ameritrade November 2009 - April 2010
Lehman Brothers Holdings, Inc. March 2009 - November 2009
Lehman Brothers January 2004 - December 2008
Neuberger Berman November 1995 - December 2003
Skills
Information Security, Network Security, Risk Management, Security, Disaster Recovery, Information Security..., PCI DSS, Penetration Testing, C#, IT Strategy, ITIL, IT Audit
Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1991 — 1994
BlackRock July 2014 - Present
Nomura Securities April 2010 - July 2014
TD Ameritrade November 2009 - April 2010
Lehman Brothers Holdings, Inc. March 2009 - November 2009
Lehman Brothers January 2004 - December 2008
Neuberger Berman November 1995 - December 2003
Skills
Information Security, Network Security, Risk Management, Security, Disaster Recovery, Information Security..., PCI DSS, Penetration Testing, C#, IT Strategy, ITIL, IT Audit
Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1991 — 1994
Costas Tziligakis's Lehman Brothers Holdings Inc. Experience 2009 - Present
Job
Industry Investment Management
Experience
Lehman Brothers Holdings Inc. 2009 - Present
Deutsche Bank 2003 - 2009
Merrill Lynch 1999 - 2003
Education
Massachusetts Institute of Technology 1996 — 1999
M.S., Operations Research
Massachusetts Institute of Technology 1994 — 1996
M.S., Electrical Engineering & Computer Science
Lehman Brothers Holdings Inc. 2009 - Present
Deutsche Bank 2003 - 2009
Merrill Lynch 1999 - 2003
Education
Massachusetts Institute of Technology 1996 — 1999
M.S., Operations Research
Massachusetts Institute of Technology 1994 — 1996
M.S., Electrical Engineering & Computer Science
Suzanne Park's Lehman Brothers Holdings Inc. Experience July 2004 - June 2005
Job Director of Finance at Stamps.com
Industry Financial Services
Experience
Stamps.com June 2013 - Present
Greenhill & Co. January 2013 - March 2013
Greenhill & Co. September 2009 - December 2012
Goldman Sachs July 2005 - June 2007
Lehman Brothers Holdings Inc. July 2004 - June 2005
Skills
Capital IQ, Corporate Finance, Equity Research, DCF
Education
The University of Chicago 2007 — 2009
MBA
University of California, Los Angeles 1999 — 2003
BA, Business Economics
Stamps.com June 2013 - Present
Greenhill & Co. January 2013 - March 2013
Greenhill & Co. September 2009 - December 2012
Goldman Sachs July 2005 - June 2007
Lehman Brothers Holdings Inc. July 2004 - June 2005
Skills
Capital IQ, Corporate Finance, Equity Research, DCF
Education
The University of Chicago 2007 — 2009
MBA
University of California, Los Angeles 1999 — 2003
BA, Business Economics
Denise Nunez's Lehman Brothers Holdings Inc. Experience 1994 - 1997
Job Project Manager at J Thomas Construction and Fabrication
Industry Marketing and Advertising
Experience
J Thomas Construction and Fabrication April 2015 - Present
J Thomas Construction August 2013 - Present
Barnes & Noble October 2012 - February 2013
Barnes & Noble.com May 2010 - October 2012
Barnes&Noble.com October 2009 - August 2010
Zenith Media March 1999 - October 2009
Grey 1998 - 1999
IBJ Schroder Bank and Trust Company 1997 - 1998
Lehman Brothers Holdings Inc. 1994 - 1997
Skills
Process Improvement, Online Advertising, Social Media, Analytics, Project Management, Digital Marketing, CRM, Competitive Analysis, Web Analytics, E-commerce, Product Marketing, Retail, Social Networking, Vendor Management, Business Intelligence, Strategy, Google Analytics, Mobile Marketing, Digital Strategy, Email Marketing, Online Marketing
Education
Pace University
Bachelor of Business Administration
SSHS
J Thomas Construction and Fabrication April 2015 - Present
J Thomas Construction August 2013 - Present
Barnes & Noble October 2012 - February 2013
Barnes & Noble.com May 2010 - October 2012
Barnes&Noble.com October 2009 - August 2010
Zenith Media March 1999 - October 2009
Grey 1998 - 1999
IBJ Schroder Bank and Trust Company 1997 - 1998
Lehman Brothers Holdings Inc. 1994 - 1997
Skills
Process Improvement, Online Advertising, Social Media, Analytics, Project Management, Digital Marketing, CRM, Competitive Analysis, Web Analytics, E-commerce, Product Marketing, Retail, Social Networking, Vendor Management, Business Intelligence, Strategy, Google Analytics, Mobile Marketing, Digital Strategy, Email Marketing, Online Marketing
Education
Pace University
Bachelor of Business Administration
SSHS
Matthew Jacobson's Lehman Brothers Holdings Inc. Experience 2006 - 2007
Job Analyst at Waveny Capital Management
Industry Financial Services
Experience
Waveny Capital Management January 2015 - Present
Nomura Securities January 2011 - January 2015
Goldman Sachs 2007 - 2010
Lehman Brothers Holdings Inc. 2006 - 2007
Education
Texas Christian University 2002 — 2006
Accounting and Finance
Waveny Capital Management January 2015 - Present
Nomura Securities January 2011 - January 2015
Goldman Sachs 2007 - 2010
Lehman Brothers Holdings Inc. 2006 - 2007
Education
Texas Christian University 2002 — 2006
Accounting and Finance
Kristine Dickson's Lehman Brothers Holdings Inc. Experience May 2012 - Present
Job Chief Administrative Officer at Lehman Brothers Holdings Inc.
Industry Financial Services
Experience
Lehman Brothers Holdings Inc. May 2012 - Present
Willis HRH November 2008 - April 2012
Willis Group June 2008 - November 2008
Willis North America September 2006 - May 2008
Willis Group December 2001 - August 2006
Salomon Smith Barney July 1999 - November 2001
Education
Stanford University
B.S.E., Computer Systems Engineering
Lehman Brothers Holdings Inc. May 2012 - Present
Willis HRH November 2008 - April 2012
Willis Group June 2008 - November 2008
Willis North America September 2006 - May 2008
Willis Group December 2001 - August 2006
Salomon Smith Barney July 1999 - November 2001
Education
Stanford University
B.S.E., Computer Systems Engineering
Heston Gray's Lehman Brothers Holdings Inc. Experience January 2011 - Present
Job Mortgage Claims Analyst
Industry Financial Services
Experience
Lehman Brothers Holdings Inc. January 2011 - Present
Aurora Loan Services April 2003 - December 2010
Janus Capital Group May 2000 - October 2002
Skills
Risk Management, Financial Analysis, Loans, Mortgage Lending, Banking, Financial Risk, Portfolio Management, Mortgage Banking
Education
University of Denver - Daniels College of Business 2006 — 2008
MS, Finance
Lehman Brothers Holdings Inc. January 2011 - Present
Aurora Loan Services April 2003 - December 2010
Janus Capital Group May 2000 - October 2002
Skills
Risk Management, Financial Analysis, Loans, Mortgage Lending, Banking, Financial Risk, Portfolio Management, Mortgage Banking
Education
University of Denver - Daniels College of Business 2006 — 2008
MS, Finance
Natalie Krauss Redmond's Lehman Brothers Holdings Inc. Experience July 2001 - August 2004
Job Founder of Prime Strategies LLC, Consultant at Greenwich Associates
Industry Financial Services
Experience
Prime Strategies LLC April 2014 - Present
Greenwich Associates May 2014 - 2015
Goldman Sachs September 2004 - August 2011
Lehman Brothers Holdings Inc. July 2001 - August 2004
Northwestern Investment Office September 1999 - June 2001
Skills
Client Services, Operations, Investor Relations, Hedge Funds, Equities, Series 7, Derivatives, Prime Brokerage, Equity Derivatives
Education
Northwestern University 1997 — 2001
Bachelor of Arts, Mathematics
Livingston High School 1993 — 1997
Prime Strategies LLC April 2014 - Present
Greenwich Associates May 2014 - 2015
Goldman Sachs September 2004 - August 2011
Lehman Brothers Holdings Inc. July 2001 - August 2004
Northwestern Investment Office September 1999 - June 2001
Skills
Client Services, Operations, Investor Relations, Hedge Funds, Equities, Series 7, Derivatives, Prime Brokerage, Equity Derivatives
Education
Northwestern University 1997 — 2001
Bachelor of Arts, Mathematics
Livingston High School 1993 — 1997
Scott Drosdick's Lehman Brothers Holdings Inc. Experience October 2008 - Present
Job SVPCounsel
Industry Financial Services
Experience
Lehman Brothers Holdings Inc. October 2008 - Present
Aurora Loan Services LLC (A Lehman Bros Company) November 2000 - September 2008
Fairbanks Capital Corp (n/k/a Select Portfolio Servicing) April 2000 - November 2000
Resource One Mortgage September 1996 - March 2000
Education
Villanova University School of Law 1993 — 1996
JD
University of Southern California 1987 — 1991
BA, Psychology
St. Monica High School
Lehman Brothers Holdings Inc. October 2008 - Present
Aurora Loan Services LLC (A Lehman Bros Company) November 2000 - September 2008
Fairbanks Capital Corp (n/k/a Select Portfolio Servicing) April 2000 - November 2000
Resource One Mortgage September 1996 - March 2000
Education
Villanova University School of Law 1993 — 1996
JD
University of Southern California 1987 — 1991
BA, Psychology
St. Monica High School
Susan Stack's Lehman Brothers Holdings Inc. Experience 1996 - 2004
Job Director, HR Operations at Dun and Bradstreet
Industry Information Services
Experience
Dun and Bradstreet July 2012 - Present
Dun and Bradstreet March 2004 - June 2012
Lehman Brothers Holdings Inc. 1996 - 2004
Skills
Deferred Compensation, HRIS, Employee Benefits, CRM, Executive Pay, Change Management, Leadership, Organizational Design
Education
University of Massachusetts, Amherst
Bachelor of Arts (BA), Psychology
Dun and Bradstreet July 2012 - Present
Dun and Bradstreet March 2004 - June 2012
Lehman Brothers Holdings Inc. 1996 - 2004
Skills
Deferred Compensation, HRIS, Employee Benefits, CRM, Executive Pay, Change Management, Leadership, Organizational Design
Education
University of Massachusetts, Amherst
Bachelor of Arts (BA), Psychology
Ann Fourt's Lehman Brothers Holdings Inc. Experience January 2010 - Present
Job Vice President, Tax Compliance at Lehman Brothers Holdings Inc.
Industry Financial Services
Experience
Lehman Brothers Holdings Inc. January 2010 - Present
Huron Consulting Group 2008 - 2009
UMWA Health & Retirement Funds 2004 - 2008
Jefferson Wells 1999 - 2004
Skills
Corporate income tax..., Partnership income tax..., Internal Audit, Financial Analysis, tax CPE course..., Risk Management, Accounting, Auditing, tax department work..., Financial Risk, Enterprise Risk..., OneSource RS income tax..., Sarbanes-Oxley Act
Education
San Diego State University-California State University
BA German, BS Finance, MS (Taxation), German, Finance, Accounting, Taxation
Lehman Brothers Holdings Inc. January 2010 - Present
Huron Consulting Group 2008 - 2009
UMWA Health & Retirement Funds 2004 - 2008
Jefferson Wells 1999 - 2004
Skills
Corporate income tax..., Partnership income tax..., Internal Audit, Financial Analysis, tax CPE course..., Risk Management, Accounting, Auditing, tax department work..., Financial Risk, Enterprise Risk..., OneSource RS income tax..., Sarbanes-Oxley Act
Education
San Diego State University-California State University
BA German, BS Finance, MS (Taxation), German, Finance, Accounting, Taxation
Amy Lynn Richardson, CFP®'s Lehman Brothers Holdings Inc. Experience February 2008 - February 2009
Job Client Relationship Manager at Brown & Tedstrom, Inc.
Industry Financial Services
Experience
Brown & Tedstrom, Inc. September 2012 - Present
Harris Associates November 2011 - 2012
UBS February 2009 - November 2011
Lehman Brothers Holdings Inc. February 2008 - February 2009
Skills
Series 7, Series 66, Series 9, Series 10, Life & Health Insurance..., Financial Advisory, FINRA, Uniform Combined State..., Series 63, Mutual Funds, Portfolio Management
Education
University of Denver 2002 — 2006
BSBA, Real Estate/Finance
University of Denver - Daniels College of Business 2002 — 2006
Brown & Tedstrom, Inc. September 2012 - Present
Harris Associates November 2011 - 2012
UBS February 2009 - November 2011
Lehman Brothers Holdings Inc. February 2008 - February 2009
Skills
Series 7, Series 66, Series 9, Series 10, Life & Health Insurance..., Financial Advisory, FINRA, Uniform Combined State..., Series 63, Mutual Funds, Portfolio Management
Education
University of Denver 2002 — 2006
BSBA, Real Estate/Finance
University of Denver - Daniels College of Business 2002 — 2006
Deena Elmaghrabi's Lehman Brothers Holdings Inc. Experience July 2010 - March 2011
Job Assistant Vice President at Barclays
Industry Financial Services
Experience
Barclays September 2014 - Present
Barclays April 2012 - September 2014
MF Global March 2011 - November 2011
Lehman Brothers Holdings Inc. July 2010 - March 2011
Lehman Brothers Holdings Inc. May 2009 - August 2009
Education
The George Washington University - School of Business 2006 — 2010
Bachelor of Business Administration
Sciences Po
Barclays September 2014 - Present
Barclays April 2012 - September 2014
MF Global March 2011 - November 2011
Lehman Brothers Holdings Inc. July 2010 - March 2011
Lehman Brothers Holdings Inc. May 2009 - August 2009
Education
The George Washington University - School of Business 2006 — 2010
Bachelor of Business Administration
Sciences Po
Mitch Freedman's Lehman Brothers Holdings Inc. Experience June 1981 - August 1987
Job Corp President at Mitch Freedman PS Inc.
Industry Accounting
Experience
Mitch Freedman PS Inc. December 1995 - Present
Lehman Brothers Holdings Inc. June 1981 - August 1987
Skills
Tax, Strategic Financial..., Personal Income Tax..., Accounting, Estate Planning, Income Tax, CPA, Tax Advisory, Finance, Financial Planning, Leadership, Strategic Planning, Nonprofits, Financial Advisory, Tax Preparation, Due Diligence, Mergers & Acquisitions, Management, Tax Returns, Financial Statements, Corporate Tax, Wealth, QuickBooks, Corporate Law, Small Business, Auditing, Financial Reporting, Budgets, Retirement, Financial Analysis, Business Planning, Trusts, Public Speaking
Education
Syracuse University - Martin J. Whitman School of Management 1978 — 1981
Mitch Freedman PS Inc. December 1995 - Present
Lehman Brothers Holdings Inc. June 1981 - August 1987
Skills
Tax, Strategic Financial..., Personal Income Tax..., Accounting, Estate Planning, Income Tax, CPA, Tax Advisory, Finance, Financial Planning, Leadership, Strategic Planning, Nonprofits, Financial Advisory, Tax Preparation, Due Diligence, Mergers & Acquisitions, Management, Tax Returns, Financial Statements, Corporate Tax, Wealth, QuickBooks, Corporate Law, Small Business, Auditing, Financial Reporting, Budgets, Retirement, Financial Analysis, Business Planning, Trusts, Public Speaking
Education
Syracuse University - Martin J. Whitman School of Management 1978 — 1981
Eugene Holley's Lehman Brothers Holdings Inc. Experience December 1991 - October 1996
Job Senior Information Technology Manager
Industry Financial Services
Experience
RSD Consulting Solutions July 2014 - Present
Morgan Stanley Wealth Management July 2009 - July 2014
Morgan Stanley December 2006 - July 2009
Morgan Stanley December 2002 - December 2006
Morgan Stanley March 2000 - December 2002
Morgan Stanley October 1996 - March 2000
Lehman Brothers Holdings Inc. December 1991 - October 1996
Morgan Stanley June 1987 - December 1991
Chase Manhatten October 1986 - June 1987
Skills
Risk Management, Databases, Fixed Income, Equities, Leadership, Data Warehousing, Strategy, Securities, Finance, Financial Services, Business Intelligence, Sybase, Program Management, Trading, Management, Financial Risk, Mutual Funds, Bonds, Back Office, DB2, Trading Systems, Enterprise Software, Derivatives, Settlement, Access, Prime Brokerage, Operations Management, Financial Analysis, Capital Markets, Investment Banking, Hedge Funds, Middle Office, Electronic Trading, Options, Collateral Management, Securities Lending, Equity Derivatives, Reference Data, Alternative Investments
Education
New York Institute of Technology-Old Westbury 1987 — 1991
Bachelor's Degree, Computer Science, 3.88
RSD Consulting Solutions July 2014 - Present
Morgan Stanley Wealth Management July 2009 - July 2014
Morgan Stanley December 2006 - July 2009
Morgan Stanley December 2002 - December 2006
Morgan Stanley March 2000 - December 2002
Morgan Stanley October 1996 - March 2000
Lehman Brothers Holdings Inc. December 1991 - October 1996
Morgan Stanley June 1987 - December 1991
Chase Manhatten October 1986 - June 1987
Skills
Risk Management, Databases, Fixed Income, Equities, Leadership, Data Warehousing, Strategy, Securities, Finance, Financial Services, Business Intelligence, Sybase, Program Management, Trading, Management, Financial Risk, Mutual Funds, Bonds, Back Office, DB2, Trading Systems, Enterprise Software, Derivatives, Settlement, Access, Prime Brokerage, Operations Management, Financial Analysis, Capital Markets, Investment Banking, Hedge Funds, Middle Office, Electronic Trading, Options, Collateral Management, Securities Lending, Equity Derivatives, Reference Data, Alternative Investments
Education
New York Institute of Technology-Old Westbury 1987 — 1991
Bachelor's Degree, Computer Science, 3.88
Tina Madon's Lehman Brothers Holdings Inc. Experience 1996 - 1998
Job Managing Director, Head of Public Markets Investor Relations at OchZiff Capital Management Group LLC
Industry Financial Services
Experience
Och-Ziff Capital Management Group LLC November 2007 - Present
Merrill Lynch January 2007 - November 2007
Merrill Lynch July 2005 - December 2006
Merrill Lynch January 2002 - June 2005
Merrill Lynch March 2000 - December 2001
Lehman Brothers 1998 - 2000
Lehman Brothers Holdings Inc. 1996 - 1998
Lehman Brothers 1992 - 1995
Sears, Roebuck and Co. 1990 - 1992
Lehman Brothers 1987 - 1990
Skills
Capital Markets, Treasury Management, Hedge Funds, Equities, Corporate Communications, Investor Relations, Emerging Markets, Private Equity, Alternative Investments, Asset Management, Fixed Income, Equity Research
Education
The University of Chicago Booth School of Business 1988 — 1991
MBA, Double Concentration in Finance and Business Policy
Mount Holyoke College 1981 — 1985
BA, International Relations
Och-Ziff Capital Management Group LLC November 2007 - Present
Merrill Lynch January 2007 - November 2007
Merrill Lynch July 2005 - December 2006
Merrill Lynch January 2002 - June 2005
Merrill Lynch March 2000 - December 2001
Lehman Brothers 1998 - 2000
Lehman Brothers Holdings Inc. 1996 - 1998
Lehman Brothers 1992 - 1995
Sears, Roebuck and Co. 1990 - 1992
Lehman Brothers 1987 - 1990
Skills
Capital Markets, Treasury Management, Hedge Funds, Equities, Corporate Communications, Investor Relations, Emerging Markets, Private Equity, Alternative Investments, Asset Management, Fixed Income, Equity Research
Education
The University of Chicago Booth School of Business 1988 — 1991
MBA, Double Concentration in Finance and Business Policy
Mount Holyoke College 1981 — 1985
BA, International Relations
Madison Simm's Lehman Brothers Holdings Inc. Experience June 2002 - July 2008
Job Chief Financial Officer, Pacific Union Financial
Industry Financial Services
Experience
Pacific Union Financial July 2012 - Present
W.J. Bradley Mortgage Capital, LLC June 2008 - June 2012
Lehman Brothers Holdings, Inc. June 2002 - July 2008
Lehman Brothers 2002 - 2008
Wells Fargo May 1999 - June 2002
UCSD Medical Center 1993 - 1994
Skills
Mortgage Banking, Mortgage Lending, Loans, Credit, Loan Origination, Financial Analysis, Capital Markets, Financial Modeling, Risk Management, Banking, Due Diligence, Finance, Investor Relations, Mergers & Acquisitions, Valuation, Credit Analysis, Financial Risk, Executive Management, Portfolio Management, Strategic Financial..., Cash Management, Residential Mortgages, Financial Reporting, Relationship Management, Cash Flow, Treasury Management, Managerial Finance, Process Improvement, Mortgage Servicing, Accounting, Business Analysis, Loan Servicing, Strategic Planning, Funding, Analysis, Financial Accounting, Strategy, Real Estate Economics, Real Estate Financing, Treasury, Forecasting, Business Planning, Business Process..., Analytics, P, Management, Vendor Management, Budgets, Corporate Finance, FHA
Education
Regis University 2000 — 2002
MBA, Finance & Accounting
Stanford University Graduate School of Business 2000 — 2000
Graduate Courses - Wells Fargo Affiliation, Economics
The Johns Hopkins University 1997 — 1997
Graduate Courses, Accounting
University of California, San Diego 1992 — 1996
BS, Mathematics & Biochemistry
Pacific Union Financial July 2012 - Present
W.J. Bradley Mortgage Capital, LLC June 2008 - June 2012
Lehman Brothers Holdings, Inc. June 2002 - July 2008
Lehman Brothers 2002 - 2008
Wells Fargo May 1999 - June 2002
UCSD Medical Center 1993 - 1994
Skills
Mortgage Banking, Mortgage Lending, Loans, Credit, Loan Origination, Financial Analysis, Capital Markets, Financial Modeling, Risk Management, Banking, Due Diligence, Finance, Investor Relations, Mergers & Acquisitions, Valuation, Credit Analysis, Financial Risk, Executive Management, Portfolio Management, Strategic Financial..., Cash Management, Residential Mortgages, Financial Reporting, Relationship Management, Cash Flow, Treasury Management, Managerial Finance, Process Improvement, Mortgage Servicing, Accounting, Business Analysis, Loan Servicing, Strategic Planning, Funding, Analysis, Financial Accounting, Strategy, Real Estate Economics, Real Estate Financing, Treasury, Forecasting, Business Planning, Business Process..., Analytics, P, Management, Vendor Management, Budgets, Corporate Finance, FHA
Education
Regis University 2000 — 2002
MBA, Finance & Accounting
Stanford University Graduate School of Business 2000 — 2000
Graduate Courses - Wells Fargo Affiliation, Economics
The Johns Hopkins University 1997 — 1997
Graduate Courses, Accounting
University of California, San Diego 1992 — 1996
BS, Mathematics & Biochemistry
Shefali Raina's Lehman Brothers Holdings Inc. Experience January 2013 - Present
Job Managing Director at Lehman Brothers Holdings Inc
Industry Capital Markets
Experience
Lehman Brothers Holdings Inc January 2013 - Present
Lehman Brothers Holdings Inc October 2008 - December 2012
Lehman Brothers October 2006 - September 2008
Deloitte June 2006 - September 2006
Deloitte June 2005 - May 2006
Deloitte June 2002 - May 2004
EY July 1997 - November 2001
Skills
Capital Markets, Derivatives, Investment Banking, Financial Modeling, Valuation, Fixed Income, Equities, Private Equity, Due Diligence, Risk Management
Education
Shri Ram College of Commerce 1994 — 1997
B Com (hons), Finance, Business studies
Lehman Brothers Holdings Inc January 2013 - Present
Lehman Brothers Holdings Inc October 2008 - December 2012
Lehman Brothers October 2006 - September 2008
Deloitte June 2006 - September 2006
Deloitte June 2005 - May 2006
Deloitte June 2002 - May 2004
EY July 1997 - November 2001
Skills
Capital Markets, Derivatives, Investment Banking, Financial Modeling, Valuation, Fixed Income, Equities, Private Equity, Due Diligence, Risk Management
Education
Shri Ram College of Commerce 1994 — 1997
B Com (hons), Finance, Business studies
Somak Pati, CFA's Lehman Brothers Holdings Inc. Experience October 2008 - June 2014
Job CoFounder at District Public
Industry Financial Services
Experience
District Public July 2014 - Present
Lehman Brothers Holdings Inc. October 2008 - June 2014
Lehman Brothers July 2006 - October 2008
Skills
Derivatives, Risk, Investment Banking, Hedge Funds, Financial Risk, Fixed Income, Interest Rate..., Financial Modeling, Valuation, Credit Derivatives, Credit Risk, Equities, Capital Markets
Education
New York University 2002 — 2006
BS, Finance, Statistics
District Public July 2014 - Present
Lehman Brothers Holdings Inc. October 2008 - June 2014
Lehman Brothers July 2006 - October 2008
Skills
Derivatives, Risk, Investment Banking, Hedge Funds, Financial Risk, Fixed Income, Interest Rate..., Financial Modeling, Valuation, Credit Derivatives, Credit Risk, Equities, Capital Markets
Education
New York University 2002 — 2006
BS, Finance, Statistics
Obataiye Brooks's Lehman Brothers Holdings Inc. Experience May 2015 - July 2015
Job Investment Banking / Advisory Professional
Industry Financial Services
Experience
CastleOak Securities, L.P. July 2015 - Present
Lehman Brothers Holdings Inc. May 2015 - July 2015
Boardi Advisory (startup) May 2014 - May 2015
Goldman Sachs August 2010 - May 2014
PFM Asset Management LLC February 2005 - July 2010
Blaylock & Company June 2003 - August 2003
Skills
Risk Management, Financial Structuring, Interest Rate..., Hedging, Financial Modeling, Investment Banking, Capital Markets, Financial Analysis, Finance, Fixed Income, Valuation, Project Management
Education
Rensselaer Polytechnic Institute 2000 — 2004
B.S., Management: Finance, Entrepreneurship
CastleOak Securities, L.P. July 2015 - Present
Lehman Brothers Holdings Inc. May 2015 - July 2015
Boardi Advisory (startup) May 2014 - May 2015
Goldman Sachs August 2010 - May 2014
PFM Asset Management LLC February 2005 - July 2010
Blaylock & Company June 2003 - August 2003
Skills
Risk Management, Financial Structuring, Interest Rate..., Hedging, Financial Modeling, Investment Banking, Capital Markets, Financial Analysis, Finance, Fixed Income, Valuation, Project Management
Education
Rensselaer Polytechnic Institute 2000 — 2004
B.S., Management: Finance, Entrepreneurship
Adam Murphy's Lehman Brothers Holdings Inc. Experience 2000 - 2003
Job Founder and President at Empirasign Strategies LLC
Industry Financial Services
Experience
Empirasign Strategies LLC January 2009 - Present
WaMu Capital Corp 2006 - 2008
Deutsche Bank Securities 2003 - 2005
Lehman Brothers Holdings Inc. 2000 - 2003
Skills
Trading, Bonds, Valuation, Fixed Income, Capital Markets, Hedge Funds, Portfolio Management, Structured Products, Derivatives, Financial Services, Equities, Investments, Structured Finance, Securities, Loans
Education
Princeton University 1991 — 1995
BSE, Operations Research
Empirasign Strategies LLC January 2009 - Present
WaMu Capital Corp 2006 - 2008
Deutsche Bank Securities 2003 - 2005
Lehman Brothers Holdings Inc. 2000 - 2003
Skills
Trading, Bonds, Valuation, Fixed Income, Capital Markets, Hedge Funds, Portfolio Management, Structured Products, Derivatives, Financial Services, Equities, Investments, Structured Finance, Securities, Loans
Education
Princeton University 1991 — 1995
BSE, Operations Research
William Stanley's Lehman Brothers Holdings Inc. Experience February 2009 - November 2009
Job Managing Member at JWL Consulting LLC
Industry Real Estate
Experience
JWL Consulting LLC February 2009 - Present
Eagle Servicing Asset Management LLC December 2011 - May 2012
Crown Northcorp LLC April 2010 - August 2011
Lehman Brothers Holdings Inc. February 2009 - November 2009
Hatfield Philips International September 2005 - December 2008
Global Commercial Real Estate (Hong Kong) Limited September 2000 - July 2005
Skills
CMBS, Mezzanine, Securitization, Real Estate Economics, Real Estate, Asset Managment, Asset Management, Portfolio Management, Restructuring, Investments, Commercial Real Estate, Loans, Valuation, Equities, Disposition, Loan Servicing, Real Estate Financing, Workout, Capital Markets, Investment Banking, Investors, Loan Origination, Financial Structuring, Structured Finance, Due Diligence, Commercial Mortgages, Debt Restructuring, Acquisitions, Real Estate Transactions, Underwriting, Real Estate Development, Mortgage Lending, Private Equity, Investment Properties, Credit Analysis, Brokerage, Leases, Real Estate Private..., Financial Modeling, ABS, Finance, Asset, Credit, Funding, Property, Structured Products, Property Management, Corporate Real Estate, Leveraged Finance, Residential Mortgages
Education
Lyon College 1971 — 1975
Bachelor of Arts, History/Political Science
JWL Consulting LLC February 2009 - Present
Eagle Servicing Asset Management LLC December 2011 - May 2012
Crown Northcorp LLC April 2010 - August 2011
Lehman Brothers Holdings Inc. February 2009 - November 2009
Hatfield Philips International September 2005 - December 2008
Global Commercial Real Estate (Hong Kong) Limited September 2000 - July 2005
Skills
CMBS, Mezzanine, Securitization, Real Estate Economics, Real Estate, Asset Managment, Asset Management, Portfolio Management, Restructuring, Investments, Commercial Real Estate, Loans, Valuation, Equities, Disposition, Loan Servicing, Real Estate Financing, Workout, Capital Markets, Investment Banking, Investors, Loan Origination, Financial Structuring, Structured Finance, Due Diligence, Commercial Mortgages, Debt Restructuring, Acquisitions, Real Estate Transactions, Underwriting, Real Estate Development, Mortgage Lending, Private Equity, Investment Properties, Credit Analysis, Brokerage, Leases, Real Estate Private..., Financial Modeling, ABS, Finance, Asset, Credit, Funding, Property, Structured Products, Property Management, Corporate Real Estate, Leveraged Finance, Residential Mortgages
Education
Lyon College 1971 — 1975
Bachelor of Arts, History/Political Science
Noah Gaynor's Lehman Brothers Holdings Inc. Experience May 2009 - August 2009
Job Sr. Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2013 - Present
TD Ameritrade February 2012 - October 2013
AMR Capital Trading March 2011 - February 2012
Robert Levine, CFA June 2010 - February 2011
Lehman Brothers Holdings, Inc. May 2009 - August 2009
Nomura Corporate Research and Asset Management June 2008 - August 2008
Skills
VBA, Financial Modeling, Bloomberg, C#, .NET, SQL, Python, Algorithmic Trading, Process Improvement, Derivatives, Microsoft Excel, Capital Markets, Analysis
Education
Cornell University 2006 — 2010
B.S., Hotel Administration
TD Ameritrade October 2013 - Present
TD Ameritrade February 2012 - October 2013
AMR Capital Trading March 2011 - February 2012
Robert Levine, CFA June 2010 - February 2011
Lehman Brothers Holdings, Inc. May 2009 - August 2009
Nomura Corporate Research and Asset Management June 2008 - August 2008
Skills
VBA, Financial Modeling, Bloomberg, C#, .NET, SQL, Python, Algorithmic Trading, Process Improvement, Derivatives, Microsoft Excel, Capital Markets, Analysis
Education
Cornell University 2006 — 2010
B.S., Hotel Administration
Alexander Glassman's Lehman Brothers Holdings Inc. Experience January 2012 - April 2012
Job Associate at Fundamental Advisors LP
Industry Financial Services
Experience
Fundamental Advisors LP January 2014 - Present
Fundamental Advisors LP April 2012 - January 2014
Lehman Brothers Holdings Inc. January 2012 - April 2012
LEHMAN BROTHERS HOLDINGS INC August 2009 - December 2011
2008OPPENHEIMER & CO. INC June 2008 - August 2008
2007COACH, INC June 2007 - August 2007
2005VECTORS RESEARCH MGMT LLC June 2005 - August 2005
Skills
Private Equity, Financial Modeling, Corporate Finance, Microsoft Excel, Financial Analysis, Capital Markets, Financial Markets, Investments, Forecasting, Investment Banking, Alternative Investments, Finance, Bloomberg, Mergers, Blackjack
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
BBA, Finance & Accounting
Horace Mann
Horace Mann
University of Michigan
Fundamental Advisors LP January 2014 - Present
Fundamental Advisors LP April 2012 - January 2014
Lehman Brothers Holdings Inc. January 2012 - April 2012
LEHMAN BROTHERS HOLDINGS INC August 2009 - December 2011
2008OPPENHEIMER & CO. INC June 2008 - August 2008
2007COACH, INC June 2007 - August 2007
2005VECTORS RESEARCH MGMT LLC June 2005 - August 2005
Skills
Private Equity, Financial Modeling, Corporate Finance, Microsoft Excel, Financial Analysis, Capital Markets, Financial Markets, Investments, Forecasting, Investment Banking, Alternative Investments, Finance, Bloomberg, Mergers, Blackjack
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
BBA, Finance & Accounting
Horace Mann
Horace Mann
University of Michigan
Tony Felella's Lehman Brothers Holdings Inc. Experience 2009 - April 2013
Job Senior Vice President at Makosi Consuting
Industry Financial Services
Experience
Makosi Consuting June 2014 - Present
Lehman Brothers Holdings Inc. 2009 - April 2013
eClerx January 2009 - February 2010
Lehman Brothers 1995 - 2006
Skills
Investment Banking, Fixed Income, Structured Products, Derivatives, Equities, Capital Markets, Risk Management, Credit Derivatives, Alternative Investments, Trading Systems, Asset Management, Prime Brokerage, Equity Derivatives, Hedge Funds, Financial Modeling, Financial Markets, Valuation, Securities, Portfolio Management, Private Equity, Bloomberg, Trading, Corporate Finance
Education
NYU Stern School of Business 2000 — 2000
MBA, International Finance
NYU 1984 — 1988
BS, Finance
Makosi Consuting June 2014 - Present
Lehman Brothers Holdings Inc. 2009 - April 2013
eClerx January 2009 - February 2010
Lehman Brothers 1995 - 2006
Skills
Investment Banking, Fixed Income, Structured Products, Derivatives, Equities, Capital Markets, Risk Management, Credit Derivatives, Alternative Investments, Trading Systems, Asset Management, Prime Brokerage, Equity Derivatives, Hedge Funds, Financial Modeling, Financial Markets, Valuation, Securities, Portfolio Management, Private Equity, Bloomberg, Trading, Corporate Finance
Education
NYU Stern School of Business 2000 — 2000
MBA, International Finance
NYU 1984 — 1988
BS, Finance
Thomas Rogers's Lehman Brothers Holdings Inc. Experience December 2009 - December 2014
Job Operations and Relationship Manager at Harmonic Fund Services
Industry Financial Services
Experience
Harmonic Fund Services January 2015 - Present
Lehman Brothers Holdings Inc. December 2009 - December 2014
LAMCO LLC May 2010 - December 2012
Lehman Brothers Holdings Inc. March 2009 - December 2009
Barclays Capital September 2008 - March 2009
Lehman Brothers 2007 - 2009
Lehman Brothers 2003 - 2006
Lehman Brothers June 2000 - January 2003
Skills
Fixed Income, Derivatives, Capital Markets, Equities, Bloomberg, Middle Office, Credit Derivatives, Prime Brokerage, CDS, Swaps, Valuation, Structured Products, MBS, Trading, Bonds, Trading Systems, Alternative Investments, Back Office
Education
The College of New Jersey 1997 — 2001
BA, Business
Bergen Catholic 1993 — 1997
OLV 1984 — 1993
Harmonic Fund Services January 2015 - Present
Lehman Brothers Holdings Inc. December 2009 - December 2014
LAMCO LLC May 2010 - December 2012
Lehman Brothers Holdings Inc. March 2009 - December 2009
Barclays Capital September 2008 - March 2009
Lehman Brothers 2007 - 2009
Lehman Brothers 2003 - 2006
Lehman Brothers June 2000 - January 2003
Skills
Fixed Income, Derivatives, Capital Markets, Equities, Bloomberg, Middle Office, Credit Derivatives, Prime Brokerage, CDS, Swaps, Valuation, Structured Products, MBS, Trading, Bonds, Trading Systems, Alternative Investments, Back Office
Education
The College of New Jersey 1997 — 2001
BA, Business
Bergen Catholic 1993 — 1997
OLV 1984 — 1993
Brian Gross's Lehman Brothers Holdings Inc. Experience September 2008 - May 2011
Job Director at Royal Bank of Canada
Industry Real Estate
Experience
Royal Bank of Canada May 2011 - Present
Lehman Brothers Holdings Inc. September 2008 - May 2011
Lehman Brothers February 2007 - September 2008
Lehman Brothers August 2003 - January 2007
Lehman Brothers July 1999 - July 2003
Carl Marks 1994 - 1994
Education
University of Michigan 1995 — 1999
BA
Royal Bank of Canada May 2011 - Present
Lehman Brothers Holdings Inc. September 2008 - May 2011
Lehman Brothers February 2007 - September 2008
Lehman Brothers August 2003 - January 2007
Lehman Brothers July 1999 - July 2003
Carl Marks 1994 - 1994
Education
University of Michigan 1995 — 1999
BA
Sandrine Laskar's Lehman Brothers Holdings Inc. Experience 2009 - 2012
Job Financial Risk Manager at Bank Leumi
Industry Financial Services
Experience
Bank Leumi 2013 - Present
Lehman Brothers Holdings Inc., New York 2009 - 2012
Lehman Brothers Holdings Inc 2009 - 2012
Pali Capital, Inc September 2008 - December 2008
Presima, Inc. (subsidiary of La Caisse de dépôt et placement du Québec) 2007 - 2008
Presima, Inc. (subsidiary of La Caisse de dépôt et placement du Québec) 2007 - 2008
La Caisse de dépôt et placement du Québec, Montréal (QC) May 2007 - September 2007
La Caisse de dépôt et placement du Québec May 2007 - September 2007
University of Quebec in Montreal (UQAM) 2004 - 2007
TD Meloche Monnex, Montréal (QC) 2001 - 2002
Skills
Capital Markets, Portfolio Management, Derivatives, Valuation, Credit Derivatives, Trading, Risk Management, Options, Fixed Income, Bloomberg
Education
The Financial Institute of Israel 2013 — 2014
Certified Risk Manager (C.R.M), Financial Risk Management
Université du Québec à Montréal 2004 — 2007
M.Sc., Mathematics
2005 — 2005
18th International Summer School, Mathematics/Actuariat
Université de Montréal 1998 — 2002
B.Sc., Bachelor Degree in Mathematics specialised in actuarial science
Western Sydney University 2000 — 2000
Student exchange program CREPUQ, Mathematics
University of Quebec
2007Master Degree; M.Sc; Bachelor Degree; B.Sc, Financial Mathematics; Mathematics specialised in actuarial science
University of Western
Bank Leumi 2013 - Present
Lehman Brothers Holdings Inc., New York 2009 - 2012
Lehman Brothers Holdings Inc 2009 - 2012
Pali Capital, Inc September 2008 - December 2008
Presima, Inc. (subsidiary of La Caisse de dépôt et placement du Québec) 2007 - 2008
Presima, Inc. (subsidiary of La Caisse de dépôt et placement du Québec) 2007 - 2008
La Caisse de dépôt et placement du Québec, Montréal (QC) May 2007 - September 2007
La Caisse de dépôt et placement du Québec May 2007 - September 2007
University of Quebec in Montreal (UQAM) 2004 - 2007
TD Meloche Monnex, Montréal (QC) 2001 - 2002
Skills
Capital Markets, Portfolio Management, Derivatives, Valuation, Credit Derivatives, Trading, Risk Management, Options, Fixed Income, Bloomberg
Education
The Financial Institute of Israel 2013 — 2014
Certified Risk Manager (C.R.M), Financial Risk Management
Université du Québec à Montréal 2004 — 2007
M.Sc., Mathematics
2005 — 2005
18th International Summer School, Mathematics/Actuariat
Université de Montréal 1998 — 2002
B.Sc., Bachelor Degree in Mathematics specialised in actuarial science
Western Sydney University 2000 — 2000
Student exchange program CREPUQ, Mathematics
University of Quebec
2007Master Degree; M.Sc; Bachelor Degree; B.Sc, Financial Mathematics; Mathematics specialised in actuarial science
University of Western
Melissa Lieng's Lehman Brothers Holdings Inc. Experience January 2011 - August 2012
Job Senior Tax Accountant at Sony
Industry Financial Services
Experience
Sony August 2012 - May 2015
Lehman Brothers Holdings Inc. January 2011 - August 2012
Lehman Brothers Holdings Inc. June 2008 - December 2010
Lehman Brothers January 2005 - June 2008
Skills
Tax Compliance, Corporate Tax, Tax, Accounting, Financial Modeling, Sales Tax, Financial Analysis, Sarbanes-Oxley Act, General Ledger, US GAAP
Education
Rutgers, The State University of New Jersey-Newark 2003 — 2008
Bachelor of Science, Finance
Dr. Ronald E. McNair Academic High School
Sony August 2012 - May 2015
Lehman Brothers Holdings Inc. January 2011 - August 2012
Lehman Brothers Holdings Inc. June 2008 - December 2010
Lehman Brothers January 2005 - June 2008
Skills
Tax Compliance, Corporate Tax, Tax, Accounting, Financial Modeling, Sales Tax, Financial Analysis, Sarbanes-Oxley Act, General Ledger, US GAAP
Education
Rutgers, The State University of New Jersey-Newark 2003 — 2008
Bachelor of Science, Finance
Dr. Ronald E. McNair Academic High School
Bruce Brier's Lehman Brothers Holdings Inc. Experience August 1988 - Present
Job Managing Director at Lehman Brothers Holdings Inc.
Industry Financial Services
Experience
Lehman Brothers August 1988 - Present
Lehman Brothers Holdings Inc. August 1988 - Present
Lehman Brothers 1988 - 2010
Education
New York University School of Law 1983 — 1986
LLM, Tax Law
Seton Hall University School of Law 1980 — 1984
Seton Hall University School of Law 1980 — 1983
JD, Law
Rider University 1974 — 1978
BS Commerce, Accounting
Rider University 1974 — 1978
Freehold Township High School 1974 — 1974
Lehman Brothers August 1988 - Present
Lehman Brothers Holdings Inc. August 1988 - Present
Lehman Brothers 1988 - 2010
Education
New York University School of Law 1983 — 1986
LLM, Tax Law
Seton Hall University School of Law 1980 — 1984
Seton Hall University School of Law 1980 — 1983
JD, Law
Rider University 1974 — 1978
BS Commerce, Accounting
Rider University 1974 — 1978
Freehold Township High School 1974 — 1974
Ja Lee's Lehman Brothers Holdings Inc. Experience April 2001 - Present
Job HR Immigration
Industry Financial Services
Experience
Lehman Brothers Holdings Inc. April 2001 - Present
Lehman Brothers Holdings 2001 - Present
Lehman Brothers Inc. 2001 - 2008
Skills
Immigration Law, Human Resources, Adjustment Of Status, Visas, Vendor Management
Education
University at Albany, SUNY 1987 — 1991
BA, English
Lehman Brothers Holdings Inc. April 2001 - Present
Lehman Brothers Holdings 2001 - Present
Lehman Brothers Inc. 2001 - 2008
Skills
Immigration Law, Human Resources, Adjustment Of Status, Visas, Vendor Management
Education
University at Albany, SUNY 1987 — 1991
BA, English
Christine Hoffman's Lehman Brothers Holdings Inc. Experience January 2002 - May 2002
Job Finance Manager, Promotional Analysis at Comcast Cable
Industry Financial Services
Experience
Comcast Cable December 2014 - Present
Comcast Cable January 2013 - December 2014
University of Phoenix June 2010 - November 2012
Catholic Health Initiatives January 2010 - June 2010
Dish Network February 2007 - July 2009
Dish Network February 2005 - February 2007
FirstBank August 2003 - February 2005
The Private Consulting Group January 2003 - May 2003
Enterprise Rent-A-Car May 2002 - August 2002
Lehman Brothers Holdings Inc. January 2002 - May 2002
Skills
Management, Team Leadership, Financial Modeling, Operational Modeling, Financial Analysis, Strategic Financial..., Corporate Finance, Valuation, Return on Investment, Capital Budgeting, Banking, Financial Statement..., Regression Analysis, Risk Management, Cash Management, Managerial Finance, Financial Reporting, Variance Analysis, Data Analysis, Forecasting, Budgets, Process Improvement, Internal Controls, Presentations, Sarbanes-Oxley Act, Hyperion Planning, Hyperion HFM, Essbase, Smartview, Oracle Financial, GEAC, @Risk, Microsoft Excel, Microsoft Access, Microsoft PowerPoint, Microsoft Word, Business Planning, Access, Financial Forecasting
Education
University of Colorado at Denver 2007 — 2010
MBA, Finance, 3.7
Siena College 1999 — 2003
BS, Finance, 3.9
Comcast Cable December 2014 - Present
Comcast Cable January 2013 - December 2014
University of Phoenix June 2010 - November 2012
Catholic Health Initiatives January 2010 - June 2010
Dish Network February 2007 - July 2009
Dish Network February 2005 - February 2007
FirstBank August 2003 - February 2005
The Private Consulting Group January 2003 - May 2003
Enterprise Rent-A-Car May 2002 - August 2002
Lehman Brothers Holdings Inc. January 2002 - May 2002
Skills
Management, Team Leadership, Financial Modeling, Operational Modeling, Financial Analysis, Strategic Financial..., Corporate Finance, Valuation, Return on Investment, Capital Budgeting, Banking, Financial Statement..., Regression Analysis, Risk Management, Cash Management, Managerial Finance, Financial Reporting, Variance Analysis, Data Analysis, Forecasting, Budgets, Process Improvement, Internal Controls, Presentations, Sarbanes-Oxley Act, Hyperion Planning, Hyperion HFM, Essbase, Smartview, Oracle Financial, GEAC, @Risk, Microsoft Excel, Microsoft Access, Microsoft PowerPoint, Microsoft Word, Business Planning, Access, Financial Forecasting
Education
University of Colorado at Denver 2007 — 2010
MBA, Finance, 3.7
Siena College 1999 — 2003
BS, Finance, 3.9
Brittany Hicks's Lehman Brothers Holdings Inc. Experience May 2008 - July 2008
Job Associate Buyer at Amazon
Industry Retail
Experience
Amazon May 2015 - Present
Amazon February 2015 - May 2015
Stage Stores January 2013 - January 2015
Belk June 2011 - December 2012
Harley-Davidson Motor Company June 2009 - December 2009
Lehman Brothers Holdings Inc. May 2008 - July 2008
Education
North Carolina Agricultural and Technical State University 2006 — 2010
BS, Supply Chain Management
Amazon May 2015 - Present
Amazon February 2015 - May 2015
Stage Stores January 2013 - January 2015
Belk June 2011 - December 2012
Harley-Davidson Motor Company June 2009 - December 2009
Lehman Brothers Holdings Inc. May 2008 - July 2008
Education
North Carolina Agricultural and Technical State University 2006 — 2010
BS, Supply Chain Management
Matthew A. J. Olden's Lehman Brothers Holdings Inc. Experience May 2010 - July 2012
Job Real Estate Professional at Buchbinder & Warren Realty, LLC
Industry Real Estate
Experience
Buchbinder & Warren, LLC May 2013 - Present
Lehman Brothers Holdings Inc. May 2010 - July 2012
Cronheim Mortgage May 2009 - August 2009
Buchbinder & Warren Realty Group LLC May 2008 - August 2008
Skills
Excel, PowerPoint, Word, Real Estate, Financial Modeling, Financial Reporting, Microsoft Excel, Microsoft Word, Financial Analysis, Valuation, Portfolio Management, Commercial Real Estate, Due Diligence, Bloomberg, Real Estate Economics, Bloomberg Terminal, Investments, CMBS, Corporate Finance, Finance, Equities, Loans, Capital Markets, Private Equity, Alternative Investments, Hedge Funds, Underwriting, Asset Management, Investment Banking, Fixed Income
Education
The George Washington University 2006 — 2010
The George Washington University - School of Business 2006 — 2010
Horace Mann
Buchbinder & Warren, LLC May 2013 - Present
Lehman Brothers Holdings Inc. May 2010 - July 2012
Cronheim Mortgage May 2009 - August 2009
Buchbinder & Warren Realty Group LLC May 2008 - August 2008
Skills
Excel, PowerPoint, Word, Real Estate, Financial Modeling, Financial Reporting, Microsoft Excel, Microsoft Word, Financial Analysis, Valuation, Portfolio Management, Commercial Real Estate, Due Diligence, Bloomberg, Real Estate Economics, Bloomberg Terminal, Investments, CMBS, Corporate Finance, Finance, Equities, Loans, Capital Markets, Private Equity, Alternative Investments, Hedge Funds, Underwriting, Asset Management, Investment Banking, Fixed Income
Education
The George Washington University 2006 — 2010
The George Washington University - School of Business 2006 — 2010
Horace Mann
Raymond Katz's Lehman Brothers Holdings Inc. Experience July 1990 - September 1994
Job Director of Research at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Securities March 2011 - Present
KLR Associates, LLC December 2007 - January 2011
Bear Stearns 1994 - 2006
Lehman Brothers Holdings Inc. July 1990 - September 1994
Mabon Nugent & Co. April 1987 - June 1990
CBS Broadcast Group 1979 - 1986
Skills
Valuation, Analysis, Equity Research, Strategy, Entertainment, Equities, Management, Investment Banking, Finance, Equity Valuation, Financial Modeling, Hedge Funds, Due Diligence, Mergers & Acquisitions, Alternative Investments, Investments, Strategic Planning, Asset Management
Education
New York University - Leonard N. Stern School of Business 1977 — 1979
MBA, Finance
Queens College 1975 — 1978
MA, History
Guggenheim Securities March 2011 - Present
KLR Associates, LLC December 2007 - January 2011
Bear Stearns 1994 - 2006
Lehman Brothers Holdings Inc. July 1990 - September 1994
Mabon Nugent & Co. April 1987 - June 1990
CBS Broadcast Group 1979 - 1986
Skills
Valuation, Analysis, Equity Research, Strategy, Entertainment, Equities, Management, Investment Banking, Finance, Equity Valuation, Financial Modeling, Hedge Funds, Due Diligence, Mergers & Acquisitions, Alternative Investments, Investments, Strategic Planning, Asset Management
Education
New York University - Leonard N. Stern School of Business 1977 — 1979
MBA, Finance
Queens College 1975 — 1978
MA, History
Jeffrey Hartman's Lehman Brothers Holdings Inc. Experience October 2009 - April 2010
Job Application Developer
Industry Information Technology and Services
Experience
PVH Corp. May 2014 - June 2014
Workforce Opportunity Services February 2013 - April 2014
Royal Bank of Scotland September 2013 - February 2014
Ericsson March 2013 - September 2013
Citi October 2012 - January 2013
New York Life Insurance Company March 2011 - September 2012
Bank of America September 2010 - March 2011
Teach for America April 2010 - August 2010
Lehman Brothers Holdings, Inc. October 2009 - April 2010
AIG Technologies August 2009 - October 2009
Skills
SQL, Access, Databases, Microsoft SQL Server, Networking, Microsoft Excel, Oracle, Program Management, Visio, Testing
Education
Kean University 1991 — 1995
Bachelors, Management
Wall High School 1978 — 1981
Bachelor of Science (B.S.), Business Management
PVH Corp. May 2014 - June 2014
Workforce Opportunity Services February 2013 - April 2014
Royal Bank of Scotland September 2013 - February 2014
Ericsson March 2013 - September 2013
Citi October 2012 - January 2013
New York Life Insurance Company March 2011 - September 2012
Bank of America September 2010 - March 2011
Teach for America April 2010 - August 2010
Lehman Brothers Holdings, Inc. October 2009 - April 2010
AIG Technologies August 2009 - October 2009
Skills
SQL, Access, Databases, Microsoft SQL Server, Networking, Microsoft Excel, Oracle, Program Management, Visio, Testing
Education
Kean University 1991 — 1995
Bachelors, Management
Wall High School 1978 — 1981
Bachelor of Science (B.S.), Business Management
Bob Kearney's Lehman Brothers Holdings Inc. Experience February 2010 - December 2010
Job OTC Derivatives Associate Manager at GlobeOp Financial Services
Industry Financial Services
Experience
GlobeOp Financial Services January 2012 - Present
HSBC January 2011 - December 2011
Lehman Brothers Holdings Inc. February 2010 - December 2010
Merrill Lynch and Co June 2006 - February 2010
Archeus Capital Management September 2004 - June 2006
MIZUHO CAPITAL MARKETS CORP March 1992 - September 2004
DKB Financial Products 1992 - 2001
WESTDEUTSCHE LANDESBANK GIROZENTRALE April 1987 - March 1992
National Bank October 1986 - April 1987
BANK BRUSSELS LAMBERT January 1984 - October 1986
Skills
Options, Settlement, Back Office, Accounting, Treasury Management, Trading, Foreign Exchange, Middle Office, Derivatives, Swaps, Capital Markets, Fixed Income, Equities, Bloomberg, Credit Derivatives, FX Options, Interest Rate..., Hedge Funds
Education
Montclair State University 1977 — 1981
B.S., Business Administration
GlobeOp Financial Services January 2012 - Present
HSBC January 2011 - December 2011
Lehman Brothers Holdings Inc. February 2010 - December 2010
Merrill Lynch and Co June 2006 - February 2010
Archeus Capital Management September 2004 - June 2006
MIZUHO CAPITAL MARKETS CORP March 1992 - September 2004
DKB Financial Products 1992 - 2001
WESTDEUTSCHE LANDESBANK GIROZENTRALE April 1987 - March 1992
National Bank October 1986 - April 1987
BANK BRUSSELS LAMBERT January 1984 - October 1986
Skills
Options, Settlement, Back Office, Accounting, Treasury Management, Trading, Foreign Exchange, Middle Office, Derivatives, Swaps, Capital Markets, Fixed Income, Equities, Bloomberg, Credit Derivatives, FX Options, Interest Rate..., Hedge Funds
Education
Montclair State University 1977 — 1981
B.S., Business Administration
Peter Durant's Lehman Brothers Holdings Inc. Experience November 2009 - May 2010
Job Head of Operations at Haidar Capital Mgmt
Industry Financial Services
Experience
Haidar Capital Managemenet July 2013 - Present
Viteos Fund Services January 2011 - September 2011
Angelo Gordon & Co. October 2010 - November 2010
Lehman Brothers Holdings Inc November 2009 - May 2010
DiMaio Ahmad Capital October 2007 - December 2008
BlackRock January 1999 - October 2007
Appaloosa Management / Laser Advisors Inc. January 1997 - January 1999
Sakura Trust Company March 1996 - November 1997
Bankers Trust Company December 1990 - March 1996
Skills
Derivatives, Investment Banking, Fixed Income, Asset Management, Corporate Actions, Hedge Funds, Investments, Options, Securities, Equities, Trading Systems, Structured Products, Financial Modeling, FX Options, Capital Markets, Portfolio Management, Alternative Investments, Equity Derivatives, Bloomberg, Bonds, Financial Markets, Middle Office, Trading, Credit Derivatives, Valuation
Education
Marist College 1986 — 1990
BACHELOR OF SCIENCE, BUSINESS / FINANCE
Haidar Capital Managemenet July 2013 - Present
Viteos Fund Services January 2011 - September 2011
Angelo Gordon & Co. October 2010 - November 2010
Lehman Brothers Holdings Inc November 2009 - May 2010
DiMaio Ahmad Capital October 2007 - December 2008
BlackRock January 1999 - October 2007
Appaloosa Management / Laser Advisors Inc. January 1997 - January 1999
Sakura Trust Company March 1996 - November 1997
Bankers Trust Company December 1990 - March 1996
Skills
Derivatives, Investment Banking, Fixed Income, Asset Management, Corporate Actions, Hedge Funds, Investments, Options, Securities, Equities, Trading Systems, Structured Products, Financial Modeling, FX Options, Capital Markets, Portfolio Management, Alternative Investments, Equity Derivatives, Bloomberg, Bonds, Financial Markets, Middle Office, Trading, Credit Derivatives, Valuation
Education
Marist College 1986 — 1990
BACHELOR OF SCIENCE, BUSINESS / FINANCE
Andrew Rosner's Lehman Brothers Holdings Inc. Experience June 2007 - February 2008
Job Financial Services Professional
Industry Financial Services
Experience
University of Phoenix April 2013 - Present
Brixmor August 2009 - June 2012
Lehman Brothers Holdings Inc. June 2007 - February 2008
Skills
Investments, Retirement Planning, Financial Analysis, Mutual Funds, Strategic Financial..., Banking, Equities, Portfolio Management, Credit, Wealth Management, Securities, Series 7, Retirement, Insurance, Risk Management, Financial Services, Fixed Annuities, Fixed Income, Loans, Series 63, Financial Modeling
Education
SUNY at Buffalo 1992 — 1997
Bachelor of Science (BS), Business Administration and Management, General
University of Phoenix April 2013 - Present
Brixmor August 2009 - June 2012
Lehman Brothers Holdings Inc. June 2007 - February 2008
Skills
Investments, Retirement Planning, Financial Analysis, Mutual Funds, Strategic Financial..., Banking, Equities, Portfolio Management, Credit, Wealth Management, Securities, Series 7, Retirement, Insurance, Risk Management, Financial Services, Fixed Annuities, Fixed Income, Loans, Series 63, Financial Modeling
Education
SUNY at Buffalo 1992 — 1997
Bachelor of Science (BS), Business Administration and Management, General
David Eberstein, CFA's Lehman Brothers Holdings Inc. Experience 2001 - 2003
Job Vice President at Greenhill Cogent
Industry Investment Management
Experience
Greenhill Cogent April 2015 - Present
Southwestern Growth Partners September 2012 - Present
Taos Resources August 2013 - September 2014
Makena Capital Management August 2010 - August 2012
Stanford Graduate School of Business September 2008 - August 2010
Marcus & Millichap Capital 2004 - 2008
Lehman Brothers Holdings Inc. 2001 - 2003
Education
Stanford University Graduate School of Business 2008 — 2010
Master of Business Administration (MBA)
The University of Texas at Austin 1998 — 2000
Bachelor of Arts (B.A.), Economics
Greenhill Cogent April 2015 - Present
Southwestern Growth Partners September 2012 - Present
Taos Resources August 2013 - September 2014
Makena Capital Management August 2010 - August 2012
Stanford Graduate School of Business September 2008 - August 2010
Marcus & Millichap Capital 2004 - 2008
Lehman Brothers Holdings Inc. 2001 - 2003
Education
Stanford University Graduate School of Business 2008 — 2010
Master of Business Administration (MBA)
The University of Texas at Austin 1998 — 2000
Bachelor of Arts (B.A.), Economics
John Regan's Lehman Brothers Holdings Inc. Experience May 1994 - February 1998
Job Managing Director, CFO Reinsurance Americas at Swiss Re America Holding Corporation
Industry Insurance
Experience
Swiss Re America Holding Corporation September 2014 - Present
General Reinsurance Corporation January 2011 - March 2014
General Reinsurance Corporation January 2006 - December 2010
General Reinsurance Corporation June 2003 - January 2006
General Re Securities February 1998 - June 2003
Lehman Brothers Holdings Inc. May 1994 - February 1998
Lehman Brothers Holdings Inc. August 1991 - May 1994
First City Industries, Inc. August 1988 - August 1991
Deloitte Haskins & Sells August 1985 - August 1988
Skills
Financial Analysis, Financial Reporting, Treasury Management, Investments, Asset / Liability..., Finance, Capital Management, Change Management, CPA, Financial Planning and..., Underwriting, Financial Accounting, Strategic Financial..., Managerial Finance, Financial Modeling, US GAAP, Sarbanes-Oxley Act, Financial Planning, Accounting, Insurance
Education
Saint Bonaventure University 1981 — 1985
Bachelor of Business Administration (BBA), Accounting
Swiss Re America Holding Corporation September 2014 - Present
General Reinsurance Corporation January 2011 - March 2014
General Reinsurance Corporation January 2006 - December 2010
General Reinsurance Corporation June 2003 - January 2006
General Re Securities February 1998 - June 2003
Lehman Brothers Holdings Inc. May 1994 - February 1998
Lehman Brothers Holdings Inc. August 1991 - May 1994
First City Industries, Inc. August 1988 - August 1991
Deloitte Haskins & Sells August 1985 - August 1988
Skills
Financial Analysis, Financial Reporting, Treasury Management, Investments, Asset / Liability..., Finance, Capital Management, Change Management, CPA, Financial Planning and..., Underwriting, Financial Accounting, Strategic Financial..., Managerial Finance, Financial Modeling, US GAAP, Sarbanes-Oxley Act, Financial Planning, Accounting, Insurance
Education
Saint Bonaventure University 1981 — 1985
Bachelor of Business Administration (BBA), Accounting
Joseph Curro's Lehman Brothers Holdings Inc. Experience August 2000 - January 2003
Job Managing Director, CoHead of Global Event Driven Strategies BTIG
Industry Financial Services
Experience
BTIG Senior VIce PresidentCantor FitzgeraldFebruary 2003 - February 2008
Lehman Brothers Holdings Inc. August 2000 - January 2003
Education
University of Miami 1996 — 2000
Bachelor's Degree, Mathematics
BTIG Senior VIce PresidentCantor FitzgeraldFebruary 2003 - February 2008
Lehman Brothers Holdings Inc. August 2000 - January 2003
Education
University of Miami 1996 — 2000
Bachelor's Degree, Mathematics
Giulio Bisegna's Lehman Brothers Holdings Inc. Experience November 2009 - Present
Job Accounting Professional
Industry Accounting
Experience
Lehman Brothers Holdings Inc. November 2009 - Present
Advaion, LLC June 2009 - November 2009
Deloitte & Touche July 2006 - March 2009
KPMG October 1997 - July 2006
Skills
Due Diligence, Audit, US GAAP, Financial Reporting, Accounting, Internal Controls, SEC reporting, Financial Modeling, Auditing, Finance, Analysis, Financial Statements
Education
Sapienza Università di Roma
BS, Economics
Lehman Brothers Holdings Inc. November 2009 - Present
Advaion, LLC June 2009 - November 2009
Deloitte & Touche July 2006 - March 2009
KPMG October 1997 - July 2006
Skills
Due Diligence, Audit, US GAAP, Financial Reporting, Accounting, Internal Controls, SEC reporting, Financial Modeling, Auditing, Finance, Analysis, Financial Statements
Education
Sapienza Università di Roma
BS, Economics
Donna Farris's Lehman Brothers Holdings Inc. Experience November 2000 - May 2006
Job at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs May 2010 - Present
Tenaya Capital February 2009 - January 2010
Lehman Brothers Venture Partners May 2006 - February 2009
Lehman Brothers Holdings Inc. November 2000 - May 2006
Education
Notre Dame de Namur University
Finance
Goldman Sachs May 2010 - Present
Tenaya Capital February 2009 - January 2010
Lehman Brothers Venture Partners May 2006 - February 2009
Lehman Brothers Holdings Inc. November 2000 - May 2006
Education
Notre Dame de Namur University
Finance
David Forsyth's Lehman Brothers Holdings Inc. Experience September 2008 - May 2011
Job Vice President at Barclays
Industry Financial Services
Experience
Barclays May 2011 - Present
Lehman Brothers Holdings Inc. September 2008 - May 2011
Lehman Brothers March 1997 - September 2008
Skills
Liquidity Management, Funding, Account Reconciliation, Collateral Management, Cash Management, Cash Flow Forecasting, SWIFT payments, FX Options, Back Office, Investment Banking, Structured Finance, Fixed Income, Derivatives, Capital Markets
Education
Monmouth University 2002 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
Providence College 1991 — 1995
Bachelor's degree, Economics
Barclays May 2011 - Present
Lehman Brothers Holdings Inc. September 2008 - May 2011
Lehman Brothers March 1997 - September 2008
Skills
Liquidity Management, Funding, Account Reconciliation, Collateral Management, Cash Management, Cash Flow Forecasting, SWIFT payments, FX Options, Back Office, Investment Banking, Structured Finance, Fixed Income, Derivatives, Capital Markets
Education
Monmouth University 2002 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
Providence College 1991 — 1995
Bachelor's degree, Economics
Berton Seltzberg's Lehman Brothers Holdings Inc. Experience 2002 - 2004
Job
Industry Financial Services
Experience
Bessemer Trust October 2006 - March 2011
S.W. Bach 2004 - 2006
Lehman Brothers Holdings Inc. 2002 - 2004
Shearson Lehman Brothers 2000 - 2004
Worldco June 2000 - 2001
Sands Brothers August 1996 - June 2000
Prudential Securities 1994 - 1996
Gabelli Asset Management 1993 - 1994
Shearson Lehman Brothers 1991 - 1993
Jewish Association for Services to the Aged 1990 - 1991
Skills
Securities, Hedge Funds, Litigation, Investment Advisory, Finance, Risk Management, Wealth Management, Alternative Investments, Due Diligence, Broker-Dealer, Private Equity
Education
Pace University School of Law 1979 — 1983
JD, Law
Bessemer Trust October 2006 - March 2011
S.W. Bach 2004 - 2006
Lehman Brothers Holdings Inc. 2002 - 2004
Shearson Lehman Brothers 2000 - 2004
Worldco June 2000 - 2001
Sands Brothers August 1996 - June 2000
Prudential Securities 1994 - 1996
Gabelli Asset Management 1993 - 1994
Shearson Lehman Brothers 1991 - 1993
Jewish Association for Services to the Aged 1990 - 1991
Skills
Securities, Hedge Funds, Litigation, Investment Advisory, Finance, Risk Management, Wealth Management, Alternative Investments, Due Diligence, Broker-Dealer, Private Equity
Education
Pace University School of Law 1979 — 1983
JD, Law
Stephan Mazzacca's Lehman Brothers Holdings Inc. Experience May 1998 - August 2005
Job Commercial Real Estate Professional
Industry Commercial Real Estate
Experience
Merrill Lynch February 2010 - Present
Hanover Community Bank December 2008 - August 2009
Centerline Capital Group April 2007 - November 2008
CW Capital September 2005 - March 2007
Lehman Brothers Holdings, Inc May 1998 - August 2005
Federal Home Loan Bank June 1997 - January 1998
Kb Systems, Inc January 1994 - January 1997
Bankers Federal, FSB January 1993 - January 1994
Security Appraisal Company, Inc January 1990 - January 1993
Lerch, Vinci and Higgins January 1988 - January 1990
Education
New York University 1998 — 2002
MS, Real Estate Development
Saint John's University 1985 — 1988
BS, Accounting
Merrill Lynch February 2010 - Present
Hanover Community Bank December 2008 - August 2009
Centerline Capital Group April 2007 - November 2008
CW Capital September 2005 - March 2007
Lehman Brothers Holdings, Inc May 1998 - August 2005
Federal Home Loan Bank June 1997 - January 1998
Kb Systems, Inc January 1994 - January 1997
Bankers Federal, FSB January 1993 - January 1994
Security Appraisal Company, Inc January 1990 - January 1993
Lerch, Vinci and Higgins January 1988 - January 1990
Education
New York University 1998 — 2002
MS, Real Estate Development
Saint John's University 1985 — 1988
BS, Accounting
Adam Stern's Lehman Brothers Holdings Inc. Experience August 1996 - July 1998
Job Partner at Hillstar Capital
Industry Venture Capital & Private Equity
Experience
Hillstar Capital December 2014 - Present
Lone Oak Environmental Services April 2015 - Present
American Capital May 2005 - December 2014
GoWaiter.com August 2012 - November 2013
The Riverside Company August 2002 - April 2005
Park Avenue Equity Partners July 2000 - July 2002
The Chart Group August 1998 - June 2000
Lehman Brothers Holdings Inc. August 1996 - July 1998
Skills
Private Equity, Corporate Development, Due Diligence, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Venture Capital, Mergers, Business Valuation, Valuation, M&A experience, LBO, Start-ups
Education
The University of Texas at Austin - Red McCombs School of Business 1991 — 1995
BBA, Accounting
School name:
Bachelor of Business Administration (BBA), Accounting
The University of Texas at Austin - The Red McCombs School of Business
MPA, Taxation
Hillstar Capital December 2014 - Present
Lone Oak Environmental Services April 2015 - Present
American Capital May 2005 - December 2014
GoWaiter.com August 2012 - November 2013
The Riverside Company August 2002 - April 2005
Park Avenue Equity Partners July 2000 - July 2002
The Chart Group August 1998 - June 2000
Lehman Brothers Holdings Inc. August 1996 - July 1998
Skills
Private Equity, Corporate Development, Due Diligence, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Venture Capital, Mergers, Business Valuation, Valuation, M&A experience, LBO, Start-ups
Education
The University of Texas at Austin - Red McCombs School of Business 1991 — 1995
BBA, Accounting
School name:
Bachelor of Business Administration (BBA), Accounting
The University of Texas at Austin - The Red McCombs School of Business
MPA, Taxation
Shanta Rajaram's Lehman Brothers Holdings Inc. Experience January 2009 - January 2011
Job seeking new opportunities
Industry Financial Services
Experience
Grade 5 and 6 January 2011 - Present
Lehman Brothers Holdings Inc January 2009 - January 2011
Barclays Capital January 2005 - January 2009
Bank of New York January 2004 - January 2005
Government National Mortgage January 2001 - January 2004
The Bank of New York January 1997 - January 2001
The Bank of New York January 1993 - January 1997
Skills
Fixed Income, Good Customer Service..., Bloomberg, ICI IMPACT, Customer Service, Derivatives, Microsoft Word, Microsoft Excel, Microsoft Powerpoint
Education
New Jersey Real Estate School 2010 — 2010
New Jersey Real Estate Salesperson License, Real Estate
New Jersey City University 1996 — 2000
Bachelor of Science, Accounting, 3.5
Grade 5 and 6 January 2011 - Present
Lehman Brothers Holdings Inc January 2009 - January 2011
Barclays Capital January 2005 - January 2009
Bank of New York January 2004 - January 2005
Government National Mortgage January 2001 - January 2004
The Bank of New York January 1997 - January 2001
The Bank of New York January 1993 - January 1997
Skills
Fixed Income, Good Customer Service..., Bloomberg, ICI IMPACT, Customer Service, Derivatives, Microsoft Word, Microsoft Excel, Microsoft Powerpoint
Education
New Jersey Real Estate School 2010 — 2010
New Jersey Real Estate Salesperson License, Real Estate
New Jersey City University 1996 — 2000
Bachelor of Science, Accounting, 3.5
William J. Samuels's Lehman Brothers Holdings Inc. Experience February 1994 - June 2001
Job President / CEO Samuels & Associates LLP
Industry Investment Management
Experience
W. Samuels & Associates LLP 2002 - Present
Lehman Brothers Holdings Inc. February 1994 - June 2001
Skills
Strategy, Corporate Finance, Executive Management, Leadership, Capital Markets, Corporate Development, Securities, Investment Banking, Finance, Fixed Income, Change Management, Investor Relations, Emerging Markets, Banking, Program Management
Education
University of Pennsylvania - The Wharton School 1985 — 1990
MBA
Harvard Business School
W. Samuels & Associates LLP 2002 - Present
Lehman Brothers Holdings Inc. February 1994 - June 2001
Skills
Strategy, Corporate Finance, Executive Management, Leadership, Capital Markets, Corporate Development, Securities, Investment Banking, Finance, Fixed Income, Change Management, Investor Relations, Emerging Markets, Banking, Program Management
Education
University of Pennsylvania - The Wharton School 1985 — 1990
MBA
Harvard Business School
Gene Fogarty's Lehman Brothers Holdings Inc. Experience August 1989 - August 1999
Job SVP Citibank Pricing & Product OPS
Industry Financial Services
Experience
Citi Group August 2011 - Present
JP Morgan Chase July 2008 - January 2011
Credit Suisse First Boston May 1999 - March 2008
Royal bank of Canada 2008 - 2008
Lehman Brothers Holdings Inc. August 1989 - August 1999
Goldman Sachs 1985 - 1985
Skills
ICI Impact, Settlement, Cash Management, Corporate Actions, Sarbanes-Oxley Act, Bloomberg, Equities, Risk Management, Structured Products, Derivatives, Hedge Funds, SWIFT payments, Treasury Management, Credit Derivatives, Loans, Reference Data, Internal Controls, Portfolio Management, Equity Derivatives, Trading, Capital Markets, Fixed Income, Swaps, Back Office, Securities, Middle Office, Trading Systems, Treasury, Operational Risk, Financial Services, Investment Banking, FX Options, Bonds, Securities Lending, Prime Brokerage
Education
Saint Peter's University 1982 — 1990
BS, Accounting
Citi Group August 2011 - Present
JP Morgan Chase July 2008 - January 2011
Credit Suisse First Boston May 1999 - March 2008
Royal bank of Canada 2008 - 2008
Lehman Brothers Holdings Inc. August 1989 - August 1999
Goldman Sachs 1985 - 1985
Skills
ICI Impact, Settlement, Cash Management, Corporate Actions, Sarbanes-Oxley Act, Bloomberg, Equities, Risk Management, Structured Products, Derivatives, Hedge Funds, SWIFT payments, Treasury Management, Credit Derivatives, Loans, Reference Data, Internal Controls, Portfolio Management, Equity Derivatives, Trading, Capital Markets, Fixed Income, Swaps, Back Office, Securities, Middle Office, Trading Systems, Treasury, Operational Risk, Financial Services, Investment Banking, FX Options, Bonds, Securities Lending, Prime Brokerage
Education
Saint Peter's University 1982 — 1990
BS, Accounting
Lori Weitz's Lehman Brothers Holdings Inc. Experience November 2004 - March 2006
Job Primary Instruction Tutor (Math & Reading) at Kumon,
Industry Financial Services
Experience
Cobble Hill Think Tank 2012 - 2013
Thomson Reuters April 2006 - August 2011
Lehman Brothers Holdings Inc. November 2004 - March 2006
CIBC World Markets June 2001 - October 2004
Skills
Client Training, Tutoring, Trading, Equities, Fixed Income, PowerPoint, Data Analysis, Microsoft Excel, Derivatives, Corporate Finance
Education
Muhlenberg College 1998 — 2002
BA, Economics
Cobble Hill Think Tank 2012 - 2013
Thomson Reuters April 2006 - August 2011
Lehman Brothers Holdings Inc. November 2004 - March 2006
CIBC World Markets June 2001 - October 2004
Skills
Client Training, Tutoring, Trading, Equities, Fixed Income, PowerPoint, Data Analysis, Microsoft Excel, Derivatives, Corporate Finance
Education
Muhlenberg College 1998 — 2002
BA, Economics
Kevin Sullivan, CFA's Lehman Brothers Holdings Inc. Experience 1996 - 2004
Job Senior Investment Research Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2013 - Present
Bloomberg April 2011 - August 2013
UBS Wealth Management 2006 - 2011
Rhombus Capital Management February 2004 - August 2005
Lehman Brothers Holdings Inc. 1996 - 2004
The Long-Term Credit Bank of Japan, LTD 1995 - 1996
NatWest Bank 1990 - 1995
Skills
Alternative Investments, Asset Allocation, Wealth Management, Portfolio Management, Investment Strategies, Series 7, Mutual Funds, Equities, Due Diligence, Bloomberg, Financial Advisory, Capital Markets, Investment Strategy, Manager Research &..., Quantitative Research, Qualitative Research, Portfolio Construction, Risk Management, Multi-factor Risk..., Portfolio Analytics, Portfolio Performance..., Managed Accounts,..., ETFs, Separately Managed..., Closed-end Funds, Fund Of Funds, Liquid Alternatives, Structured Products, Derivatives, Relationship Management, Project Management, Security Valuation &..., Financial Modeling, Equity Research, Hedge Funds
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance, General
State University of New York at Albany
Bachelor of Science (B.S.), Finance, General
Wells Fargo October 2013 - Present
Bloomberg April 2011 - August 2013
UBS Wealth Management 2006 - 2011
Rhombus Capital Management February 2004 - August 2005
Lehman Brothers Holdings Inc. 1996 - 2004
The Long-Term Credit Bank of Japan, LTD 1995 - 1996
NatWest Bank 1990 - 1995
Skills
Alternative Investments, Asset Allocation, Wealth Management, Portfolio Management, Investment Strategies, Series 7, Mutual Funds, Equities, Due Diligence, Bloomberg, Financial Advisory, Capital Markets, Investment Strategy, Manager Research &..., Quantitative Research, Qualitative Research, Portfolio Construction, Risk Management, Multi-factor Risk..., Portfolio Analytics, Portfolio Performance..., Managed Accounts,..., ETFs, Separately Managed..., Closed-end Funds, Fund Of Funds, Liquid Alternatives, Structured Products, Derivatives, Relationship Management, Project Management, Security Valuation &..., Financial Modeling, Equity Research, Hedge Funds
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance, General
State University of New York at Albany
Bachelor of Science (B.S.), Finance, General
Peter Kern's Lehman Brothers Holdings Inc. Experience January 1999 - March 2006
Job Owner, Highline Imports, LLC
Industry Automotive
Experience
Highline Imports, LLC March 2006 - Present
Lehman Brothers Holdings Inc. January 1999 - March 2006
AT&T Capital January 1993 - January 1999
MIDLANTIC NATIONAL BANK (now PNC) 1989 - 1992
Skills
Email Marketing, Marketing Strategy, Investment Properties, Automobile, Real Estate, Customer Retention, Leadership, Team Building, Sales Process, Sales Management, Sales, Online Marketing, Customer Service, Negotiation, Public Speaking, Online Advertising, Automotive, New Business Development, Mergers, Vehicles, Start-ups, Cold Calling, Selling, Contract Negotiation, Small Business, Structured Finance, SEO, Event Planning, Marketing, Direct Sales, Asset Managment, Social Media, Strategic Planning, Budgets, Change Management, B2B, Capital Markets, Due Diligence, Product Development, Advertising, Sales Operations, Product Marketing, Business Strategy, Account Management, Financial Analysis, Customer Satisfaction, Social Media Marketing, Training, Real Estate Economics, Credit
Education
Rider University 1984 — 1989
Bachelor of Science (BS), Finance and Financial Management Services
Highline Imports, LLC March 2006 - Present
Lehman Brothers Holdings Inc. January 1999 - March 2006
AT&T Capital January 1993 - January 1999
MIDLANTIC NATIONAL BANK (now PNC) 1989 - 1992
Skills
Email Marketing, Marketing Strategy, Investment Properties, Automobile, Real Estate, Customer Retention, Leadership, Team Building, Sales Process, Sales Management, Sales, Online Marketing, Customer Service, Negotiation, Public Speaking, Online Advertising, Automotive, New Business Development, Mergers, Vehicles, Start-ups, Cold Calling, Selling, Contract Negotiation, Small Business, Structured Finance, SEO, Event Planning, Marketing, Direct Sales, Asset Managment, Social Media, Strategic Planning, Budgets, Change Management, B2B, Capital Markets, Due Diligence, Product Development, Advertising, Sales Operations, Product Marketing, Business Strategy, Account Management, Financial Analysis, Customer Satisfaction, Social Media Marketing, Training, Real Estate Economics, Credit
Education
Rider University 1984 — 1989
Bachelor of Science (BS), Finance and Financial Management Services
Scot Osborne's Lehman Brothers Holdings Inc. Experience January 2011 - Present
Job Residential Claims Management at The Glenarm Group Inc
Industry Financial Services
Experience
Lehman Brothers Holdings Inc. January 2011 - Present
The Glenarm Group Inc. January 2011 - Present
Aurora Loan Services November 2005 - January 2011
Clayton Fixed Income Services January 2005 - November 2005
National Football League April 2000 - January 2005
Skills
Investors, Loans, Risk, Strategic Planning, Analysis, Inventory Management, Customer Relations, Mortgage Lending, Due Diligence, Risk Management, Loan Servicing, Mortgage Banking, Mortgage Servicing, Data Analysis, Microsoft Excel, Process Improvement, Access, Analytics, Financial Modeling, Management, Financial Risk, Banking, Leadership
Education
University of Colorado Boulder - Leeds School of Business 2006 — 2009
MBA, Business
William & Mary 1995 — 2000
BBA, Business - Finance
Lehman Brothers Holdings Inc. January 2011 - Present
The Glenarm Group Inc. January 2011 - Present
Aurora Loan Services November 2005 - January 2011
Clayton Fixed Income Services January 2005 - November 2005
National Football League April 2000 - January 2005
Skills
Investors, Loans, Risk, Strategic Planning, Analysis, Inventory Management, Customer Relations, Mortgage Lending, Due Diligence, Risk Management, Loan Servicing, Mortgage Banking, Mortgage Servicing, Data Analysis, Microsoft Excel, Process Improvement, Access, Analytics, Financial Modeling, Management, Financial Risk, Banking, Leadership
Education
University of Colorado Boulder - Leeds School of Business 2006 — 2009
MBA, Business
William & Mary 1995 — 2000
BBA, Business - Finance
Stephen Spallino Jr.'s Lehman Brothers Holdings Inc. Experience October 2009 - May 2011
Job CFO at Basin Haulage Inc.
Industry Financial Services
Experience
Basin Haulage Inc. August 2014 - Present
Basin Haulage Inc. June 2011 - August 2014
Lehman Brothers Holdings Inc. October 2009 - May 2011
Skills
Financial Modeling, Data Analysis, Valuation, Finance
Education
University of Miami - School of Business 2005 — 2009
BAA, Finance, Business Law
Basin Haulage Inc. August 2014 - Present
Basin Haulage Inc. June 2011 - August 2014
Lehman Brothers Holdings Inc. October 2009 - May 2011
Skills
Financial Modeling, Data Analysis, Valuation, Finance
Education
University of Miami - School of Business 2005 — 2009
BAA, Finance, Business Law
Eniye Ombe's Lehman Brothers Holdings Inc. Experience June 2008 - July 2009
Job Operations Supervisor
Industry Logistics and Supply Chain
Experience
Iron Mountain May 2014 - Present
Iron Mountain January 2013 - May 2014
Dendreon May 2011 - December 2012
Iron Mountain December 2009 - May 2011
Lehman Brothers Holdings Inc. June 2008 - July 2009
PNC Financial Services Group December 2006 - May 2008
Skills
Data Analysis, Project Management, Process Improvement, Operations Management, Quality Assurance, Leadership, Management, Six Sigma, Software Documentation, Supply Chain Management, Vendor Management, Customer Service, Logistics, Team Leadership
Education
Rutgers University-New Brunswick
BA, Economics
Iron Mountain May 2014 - Present
Iron Mountain January 2013 - May 2014
Dendreon May 2011 - December 2012
Iron Mountain December 2009 - May 2011
Lehman Brothers Holdings Inc. June 2008 - July 2009
PNC Financial Services Group December 2006 - May 2008
Skills
Data Analysis, Project Management, Process Improvement, Operations Management, Quality Assurance, Leadership, Management, Six Sigma, Software Documentation, Supply Chain Management, Vendor Management, Customer Service, Logistics, Team Leadership
Education
Rutgers University-New Brunswick
BA, Economics
Rica Palacio's Lehman Brothers Holdings Inc. Experience June 2008 - August 2008
Job
Industry Banking
Experience
Morgan Stanley October 2013 - Present
McGladrey October 2011 - September 2013
McGladrey October 2010 - October 2011
Finklestein Memorial Library September 2009 - May 2011
Arrow Electronics September 2008 - December 2008
Lehman Brothers Holdings Inc. June 2008 - August 2008
Sponsors for Educational Opportunity May 2008 - July 2008
Nassau Veterans Memorial Coliseum January 2008 - May 2008
Key Bank June 2007 - January 2008
Kumon May 2002 - January 2007
Skills
Accounting, Auditing, Tax, Financial Statements, Finance, Internal Audit, Financial Services, Microsoft Excel, Financial Audits, GAAP, Not for Profit, US GAAP, Financial Analysis, Audits of Employee..., Advent, Analytics, External Audit, Capital Allocation, Limited Partnerships, Caseware
Education
St. John's University, The Peter J. Tobin College of Business 2009 — 2010
MS, Accounting
Stony Brook University 2005 — 2009
BS, Business Management, Finance, Accounting, Philosophy
Morgan Stanley October 2013 - Present
McGladrey October 2011 - September 2013
McGladrey October 2010 - October 2011
Finklestein Memorial Library September 2009 - May 2011
Arrow Electronics September 2008 - December 2008
Lehman Brothers Holdings Inc. June 2008 - August 2008
Sponsors for Educational Opportunity May 2008 - July 2008
Nassau Veterans Memorial Coliseum January 2008 - May 2008
Key Bank June 2007 - January 2008
Kumon May 2002 - January 2007
Skills
Accounting, Auditing, Tax, Financial Statements, Finance, Internal Audit, Financial Services, Microsoft Excel, Financial Audits, GAAP, Not for Profit, US GAAP, Financial Analysis, Audits of Employee..., Advent, Analytics, External Audit, Capital Allocation, Limited Partnerships, Caseware
Education
St. John's University, The Peter J. Tobin College of Business 2009 — 2010
MS, Accounting
Stony Brook University 2005 — 2009
BS, Business Management, Finance, Accounting, Philosophy
Jonathan Braun's Lehman Brothers Holdings Inc. Experience June 2013 - Present
Job Associate, Restructuring at Lehman Brothers
Industry Banking
Experience
Lehman Brothers Holdings Inc. June 2013 - Present
Lehman Brothers Holdings Inc. June 2012 - May 2013
Morgan Stanley 2011 - May 2012
Bank of Manhattan May 2010 - August 2010
Camacho & Seijas, S.L. February 2010 - May 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Financial Modeling, Finance, Restructuring, Due Diligence, Financial Analysis, Modeling, Microsoft Excel, Microsoft Office, Investment Banking, Debt Settlement, PowerPoint, Settlement Agreements, Accounting, Management, Analysis, Microsoft Word, Data Analysis, Leadership, Financial Reporting, Variance Analysis, Corporate Finance, Risk Management, Assets Recovery, Solvency, Sensitivity Analysis, Debtors
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
Bachelor of Science (B.S.), Finance
Instituto Internacional - Madrid, Spain 2010 — 2010
Semester abroad
Crossroads High School 2003 — 2007
High School Diploma
School of Architecture at Syracuse University 2006 — 2006
Syracuse University 2007 — 2011
Bachelor of Science (B.S.), Finance
Lehman Brothers Holdings Inc. June 2013 - Present
Lehman Brothers Holdings Inc. June 2012 - May 2013
Morgan Stanley 2011 - May 2012
Bank of Manhattan May 2010 - August 2010
Camacho & Seijas, S.L. February 2010 - May 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Financial Modeling, Finance, Restructuring, Due Diligence, Financial Analysis, Modeling, Microsoft Excel, Microsoft Office, Investment Banking, Debt Settlement, PowerPoint, Settlement Agreements, Accounting, Management, Analysis, Microsoft Word, Data Analysis, Leadership, Financial Reporting, Variance Analysis, Corporate Finance, Risk Management, Assets Recovery, Solvency, Sensitivity Analysis, Debtors
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
Bachelor of Science (B.S.), Finance
Instituto Internacional - Madrid, Spain 2010 — 2010
Semester abroad
Crossroads High School 2003 — 2007
High School Diploma
School of Architecture at Syracuse University 2006 — 2006
Syracuse University 2007 — 2011
Bachelor of Science (B.S.), Finance
Jason B. Whiting's Lehman Brothers Holdings Inc. Experience 1999 - 2008
Job Managing Director at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital 2008 - Present
Lehman Brothers Holdings Inc. 1999 - 2008
Education
University of Chicago 1998 — 2000
Master of Business Administration (M.B.A.), Business Administration and Management, General
Purdue University 1988 — 1992
Bachelor of Science (BS), Economics
Barclays Capital 2008 - Present
Lehman Brothers Holdings Inc. 1999 - 2008
Education
University of Chicago 1998 — 2000
Master of Business Administration (M.B.A.), Business Administration and Management, General
Purdue University 1988 — 1992
Bachelor of Science (BS), Economics
Adetayo Adeleye's Lehman Brothers Holdings Inc. Experience June 2008 - August 2008
Job Student at University of Pennsylvania
Industry Electrical/Electronic Manufacturing
Experience
Lehman Brothers Holdings Inc. June 2008 - August 2008
United Parcel Service May 2007 - August 2007
Skills
C, C++, Matlab, Electrical Engineering, Pspice, Simulations, Access, Labview, Programming, VHDL
Education
University of Pennsylvania 2009 — 2010
Master of Science, Electrical Engineering
Morgan State University 2005 — 2009
Bachelor of Science, Electrical Engineering
King's College, Lagos 1998 — 2004
Lehman Brothers Holdings Inc. June 2008 - August 2008
United Parcel Service May 2007 - August 2007
Skills
C, C++, Matlab, Electrical Engineering, Pspice, Simulations, Access, Labview, Programming, VHDL
Education
University of Pennsylvania 2009 — 2010
Master of Science, Electrical Engineering
Morgan State University 2005 — 2009
Bachelor of Science, Electrical Engineering
King's College, Lagos 1998 — 2004
Al Bushrui's Lehman Brothers Holdings Inc. Experience July 1996 - September 2008
Job Mortgage Analyst at Cantor Fitzgerald
Industry Financial Services
Experience
Self -Employed July 2012 - Present
Cantor Fitzgerald October 2009 - July 2012
Lehman Brothers Holdings, Inc July 1996 - September 2008
Smith Barney Inc November 1993 - June 1996
Mabon Securities Corp November 1986 - November 1993
Skills
Trading, Bonds, Fixed Income, Swaps, Securities, MBS, Financial Services, Analysis, Settlement, Back Office, Options, Financial Risk, Bloomberg, Prime Brokerage, Equities
Education
NJCU
Bachelor of Arts Degree, Communications
New Jersey City University
Self -Employed July 2012 - Present
Cantor Fitzgerald October 2009 - July 2012
Lehman Brothers Holdings, Inc July 1996 - September 2008
Smith Barney Inc November 1993 - June 1996
Mabon Securities Corp November 1986 - November 1993
Skills
Trading, Bonds, Fixed Income, Swaps, Securities, MBS, Financial Services, Analysis, Settlement, Back Office, Options, Financial Risk, Bloomberg, Prime Brokerage, Equities
Education
NJCU
Bachelor of Arts Degree, Communications
New Jersey City University
Tim Kavanagh's Lehman Brothers Holdings Inc. Experience March 2006 - September 2008
Job Financial Services Professional at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital September 2008 - Present
Lehman Brothers Holdings Inc. March 2006 - September 2008
Opus Home Equity Services November 2004 - February 2005
UBS Investment Bank September 1996 - May 2004
Bear Stearns April 1987 - August 1996
Skills
Securities Lending, Series 7, Prime Brokerage, Fixed Income, Equities, Equity Derivatives, Derivatives, Swaps, Trading Systems, Hedge Funds, Collateral Management, FX Options, Back Office, Trading, Middle Office
Education
State University of New York College at Plattsburgh
Bachelor of Science (B.S.), Accounting
Barclays Capital September 2008 - Present
Lehman Brothers Holdings Inc. March 2006 - September 2008
Opus Home Equity Services November 2004 - February 2005
UBS Investment Bank September 1996 - May 2004
Bear Stearns April 1987 - August 1996
Skills
Securities Lending, Series 7, Prime Brokerage, Fixed Income, Equities, Equity Derivatives, Derivatives, Swaps, Trading Systems, Hedge Funds, Collateral Management, FX Options, Back Office, Trading, Middle Office
Education
State University of New York College at Plattsburgh
Bachelor of Science (B.S.), Accounting
Kenrick Liu's Lehman Brothers Holdings Inc. Experience June 2008 - August 2008
Job Member of the Technical Staff at Draper Laboratory
Industry Mechanical or Industrial Engineering
Experience
Draper Laboratory June 2015 - Present
Gooch & Housego February 2015 - May 2015
University of Massachusetts Lowell June 2014 - February 2015
RDK Engineers May 2014 - August 2014
Draper Laboratory July 2013 - May 2014
J.P. Morgan October 2011 - May 2012
Broad Street Securities Group, LLC February 2011 - April 2011
Brown Brothers Harriman October 2010 - February 2011
Credit Suisse June 2009 - August 2009
Lehman Brothers Holdings Inc. June 2008 - August 2008
Skills
Matlab, Solidworks, LabVIEW, PTC Pro/Engineer, ANSYS, Engineering Drawings, Geometric Dimensioning..., Strategy, Research, Microsoft Office
Education
UMass Lowell 2012 — 2015
Bachelor of Science in Engineering (B.S.E.), Mechanical Engineering, 3.94/4.00
Union College 2006 — 2010
Bachelor of Arts (B.A.), Economics (Minor: Mathematics), 3.63/4.00
Malden High School 2002 — 2006
High School Diploma, 3.3/4.0
Draper Laboratory June 2015 - Present
Gooch & Housego February 2015 - May 2015
University of Massachusetts Lowell June 2014 - February 2015
RDK Engineers May 2014 - August 2014
Draper Laboratory July 2013 - May 2014
J.P. Morgan October 2011 - May 2012
Broad Street Securities Group, LLC February 2011 - April 2011
Brown Brothers Harriman October 2010 - February 2011
Credit Suisse June 2009 - August 2009
Lehman Brothers Holdings Inc. June 2008 - August 2008
Skills
Matlab, Solidworks, LabVIEW, PTC Pro/Engineer, ANSYS, Engineering Drawings, Geometric Dimensioning..., Strategy, Research, Microsoft Office
Education
UMass Lowell 2012 — 2015
Bachelor of Science in Engineering (B.S.E.), Mechanical Engineering, 3.94/4.00
Union College 2006 — 2010
Bachelor of Arts (B.A.), Economics (Minor: Mathematics), 3.63/4.00
Malden High School 2002 — 2006
High School Diploma, 3.3/4.0
Monique Agard's Lehman Brothers Holdings Inc. Experience December 2004 - September 2005
Job Executive Assistant
Industry Financial Services
Experience
Execitive Monetary Management June 2011 - Present
Go Temps January 2009 - March 2011
Grant Thornton LLP March 2006 - April 2008
LEHMAN BROTHERS HOLDINGS INC December 2004 - September 2005
Strategic Workforce Solutions August 2002 - February 2004
Deutsche Bank April 2001 - July 2002
CITIBANK N August 1999 - September 2000
Education
St. John's University 1995 — 2001
BS, Communication Arts
Execitive Monetary Management June 2011 - Present
Go Temps January 2009 - March 2011
Grant Thornton LLP March 2006 - April 2008
LEHMAN BROTHERS HOLDINGS INC December 2004 - September 2005
Strategic Workforce Solutions August 2002 - February 2004
Deutsche Bank April 2001 - July 2002
CITIBANK N August 1999 - September 2000
Education
St. John's University 1995 — 2001
BS, Communication Arts
John DeChiaro's Lehman Brothers Holdings Inc. Experience July 1987 - June 1995
Job Facilities Management Professional
Industry Facilities Services
Experience
Merrill Corporation November 2008 - June 2012
Oce July 1995 - October 2008
Lehman Brothers Holdings Inc. July 1987 - June 1995
Skills
Digital Printing, Print Management, Color Management, Direct Mail, Account Management, Project Management, Operations Management, Customer Service, Adobe Acrobat, Process Improvement
Education
American Institute of Paralegal Training
Certification, Contracts
New Jersey City University
Bachelor of Arts (B.A.), History
Merrill Corporation November 2008 - June 2012
Oce July 1995 - October 2008
Lehman Brothers Holdings Inc. July 1987 - June 1995
Skills
Digital Printing, Print Management, Color Management, Direct Mail, Account Management, Project Management, Operations Management, Customer Service, Adobe Acrobat, Process Improvement
Education
American Institute of Paralegal Training
Certification, Contracts
New Jersey City University
Bachelor of Arts (B.A.), History
Oren Samari's Lehman Brothers Holdings Inc. Experience January 2009 - December 2010
Job
Industry Venture Capital & Private Equity
Experience
Propellr April 2015 - Present
Reonomy April 2014 - March 2015
Codify, Inc. September 2011 - January 2014
C-III Asset Management LLC February 2011 - August 2013
Lehman Brothers Holdings Inc. January 2009 - December 2010
Island Capital April 2008 - December 2008
Lehman Brothers January 2006 - March 2008
Lehman Brothers September 2004 - December 2005
Skills
Research, Mergers, Strategic Planning, New Business Development, Marketing Strategy
Education
NYU 1999 — 2003
BS, Finance & Economics
Propellr April 2015 - Present
Reonomy April 2014 - March 2015
Codify, Inc. September 2011 - January 2014
C-III Asset Management LLC February 2011 - August 2013
Lehman Brothers Holdings Inc. January 2009 - December 2010
Island Capital April 2008 - December 2008
Lehman Brothers January 2006 - March 2008
Lehman Brothers September 2004 - December 2005
Skills
Research, Mergers, Strategic Planning, New Business Development, Marketing Strategy
Education
NYU 1999 — 2003
BS, Finance & Economics
Brijesh P. Dave's Lehman Brothers Holdings Inc. Experience August 2011 - Present
Job Office of the General Counsel at Lehman Brothers Holdings Inc.
Industry Financial Services
Experience
Lehman Brothers Holdings Inc. August 2011 - Present
Simpson Thacher & Bartlett LLP October 2001 - August 2011
Education
University of Pennsylvania Law School 1998 — 2001
J.D.
Lehman Brothers Holdings Inc. August 2011 - Present
Simpson Thacher & Bartlett LLP October 2001 - August 2011
Education
University of Pennsylvania Law School 1998 — 2001
J.D.
Bruce Grossman's Lehman Brothers Holdings Inc. Experience 1994 - 1996
Job Vice Chairman of The Grossman Family Philanthropic Foundation
Industry Philanthropy
Experience
Dillon Hill Investment Company, LLC March 2014 - Present
Debbon Capital, L.P. 2012 - Present
Grossman Family Philanthropic Foundation 2012 - Present
Dillon Hill Capital LLC 2009 - Present
Avenue Capital Group 1998 - 2009
UBS Securities Co., Ltd 1996 - 1998
Lehman Brothers Holdings Inc. 1994 - 1996
Kidder Peabody 1987 - 1994
Chase Manhattan bank 1985 - 1987
Skills
Hedge Funds, Investments, Equities, Portfolio Management, Private Equity, Alternative Investments, Venture Capital, Valuation, Asset Management, Capital Markets, Fixed Income, Investment Banking
Education
Tufts University 1981 — 1985
BA, Economics
Dillon Hill Investment Company, LLC March 2014 - Present
Debbon Capital, L.P. 2012 - Present
Grossman Family Philanthropic Foundation 2012 - Present
Dillon Hill Capital LLC 2009 - Present
Avenue Capital Group 1998 - 2009
UBS Securities Co., Ltd 1996 - 1998
Lehman Brothers Holdings Inc. 1994 - 1996
Kidder Peabody 1987 - 1994
Chase Manhattan bank 1985 - 1987
Skills
Hedge Funds, Investments, Equities, Portfolio Management, Private Equity, Alternative Investments, Venture Capital, Valuation, Asset Management, Capital Markets, Fixed Income, Investment Banking
Education
Tufts University 1981 — 1985
BA, Economics
Ngoc Q. Nguyen, MBA's Lehman Brothers Holdings Inc. Experience August 2000 - January 2003
Job Employment Services Case Manager City and County of San Francisco
Industry Government Administration
Experience
City and County of San Francisco - Workforce Development Division May 2005 - Present
Washington Mutual Bank February 2003 - April 2005
Lehman Brothers Holdings Inc. August 2000 - January 2003
Skills
Diplomatic, Instructing/ teaching..., Solving Problem, Public Administration, Social Services, Community Development, Financial Services, Registered Pharmacy...
Education
Notre Dame de Namur University 2001 — 2004
Master of Business Administration, Information Technology & Finance
University of San Francisco 1998 — 2000
Bachelor of Science, Management Information Systems
City and County of San Francisco - Workforce Development Division May 2005 - Present
Washington Mutual Bank February 2003 - April 2005
Lehman Brothers Holdings Inc. August 2000 - January 2003
Skills
Diplomatic, Instructing/ teaching..., Solving Problem, Public Administration, Social Services, Community Development, Financial Services, Registered Pharmacy...
Education
Notre Dame de Namur University 2001 — 2004
Master of Business Administration, Information Technology & Finance
University of San Francisco 1998 — 2000
Bachelor of Science, Management Information Systems
Jay Mirostaw's Lehman Brothers Holdings Inc. Experience June 2007 - September 2008
Job Managing Director at Evercore Partners
Industry Investment Banking
Experience
Evercore Partners June 2010 - Present
Barclays Capital September 2008 - June 2010
Lehman Brothers Holdings Inc. June 2007 - September 2008
Deutsche Bank Securities October 2005 - June 2007
Shearman & Sterling LLP October 2003 - October 2005
Education
New York University School of Law
Doctor of Law (J.D.)
Saint Louis University
Bachelor of Science (B.S.), Finance
Evercore Partners June 2010 - Present
Barclays Capital September 2008 - June 2010
Lehman Brothers Holdings Inc. June 2007 - September 2008
Deutsche Bank Securities October 2005 - June 2007
Shearman & Sterling LLP October 2003 - October 2005
Education
New York University School of Law
Doctor of Law (J.D.)
Saint Louis University
Bachelor of Science (B.S.), Finance
Ryan Ludgate's Lehman Brothers Holdings Inc. Experience August 2006 - February 2009
Job Vice President at Christie's
Industry Financial Services
Experience
Christie's June 2014 - Present
Barclays Wealth February 2009 - June 2014
Lehman Brothers Holdings Inc. August 2006 - February 2009
Bank of America September 2005 - August 2006
American Express Financial Advisors May 2004 - August 2005
Skills
Alternative Investments, Series 7, Hedge Funds, Investments, Mutual Funds, Equities, Asset Managment, Wealth Management, Portfolio Management, Fixed Income, Private Equity, Investment Advisory, Capital Markets, Asset Allocation, Financial Analysis, Fund Of Funds, Due Diligence, Strategic Financial..., Investment Strategies, Securities, Investment Management, Bloomberg, Derivatives, Finance, Investment Banking, Project Management, Asset Management
Education
Providence College 1998 — 2002
Bachelor or Science, Finance, General
Forsyth Country Day School 1995 — 1998
Christie's June 2014 - Present
Barclays Wealth February 2009 - June 2014
Lehman Brothers Holdings Inc. August 2006 - February 2009
Bank of America September 2005 - August 2006
American Express Financial Advisors May 2004 - August 2005
Skills
Alternative Investments, Series 7, Hedge Funds, Investments, Mutual Funds, Equities, Asset Managment, Wealth Management, Portfolio Management, Fixed Income, Private Equity, Investment Advisory, Capital Markets, Asset Allocation, Financial Analysis, Fund Of Funds, Due Diligence, Strategic Financial..., Investment Strategies, Securities, Investment Management, Bloomberg, Derivatives, Finance, Investment Banking, Project Management, Asset Management
Education
Providence College 1998 — 2002
Bachelor or Science, Finance, General
Forsyth Country Day School 1995 — 1998
Oona Alsaint's Lehman Brothers Holdings Inc. Experience 2011 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Lehman Brothers Holdings Inc. 2011 - 2012
Skills
General Corporate...
Education
Touro College 2002 — 2006
Bachelor of Arts (BA), Psychology
Lehman Brothers Holdings Inc. 2011 - 2012
Skills
General Corporate...
Education
Touro College 2002 — 2006
Bachelor of Arts (BA), Psychology
Denise Martinez's Lehman Brothers Holdings Inc. Experience November 1996 - November 1997
Job Client Service Associate at Freedom Capital Management
Industry Financial Services
Experience
Freedom Capital Management (FCM) February 2015 - Present
Nomura Securities November 1997 - October 2006
Lehman Brothers Holdings Inc. November 1996 - November 1997
Baring Brothers, plc August 1989 - November 1992
Skills
Analysis, Investments, Leadership, Management, Portfolio Management, Software Documentation, Banking, Start-ups, Budgets, Equities, Project Planning, Finance, Risk Management, Trading, Accounting
Education
New York University
Finance
American Institute of Paralegal Studies at Seton Hall University
Law
Union County College
Accounting
Freedom Capital Management (FCM) February 2015 - Present
Nomura Securities November 1997 - October 2006
Lehman Brothers Holdings Inc. November 1996 - November 1997
Baring Brothers, plc August 1989 - November 1992
Skills
Analysis, Investments, Leadership, Management, Portfolio Management, Software Documentation, Banking, Start-ups, Budgets, Equities, Project Planning, Finance, Risk Management, Trading, Accounting
Education
New York University
Finance
American Institute of Paralegal Studies at Seton Hall University
Law
Union County College
Accounting
Lien Del Valle, CPA's Lehman Brothers Holdings Inc. Experience January 2011 - December 2011
Job Tax Manager at EY
Industry Accounting
Experience
EY March 2012 - Present
Lehman Brothers Holdings Inc. January 2011 - December 2011
Lehman Brothers Holdings Inc. August 2007 - December 2010
Skills
Income Tax, Tax Preparation, Corporate Tax, Tax Accounting, Tax, Tax Returns, State Tax, Tax Research, Partnership Taxation, Big 4, Tax Provision, Federal & State Income..., CPA
Education
Saint Peter's University 2007 — 2009
Master of Business Administration (M.B.A.), Finance, General
Saint Peter's University 2003 — 2007
Bachelor of Science (B.S.), Accounting
EY March 2012 - Present
Lehman Brothers Holdings Inc. January 2011 - December 2011
Lehman Brothers Holdings Inc. August 2007 - December 2010
Skills
Income Tax, Tax Preparation, Corporate Tax, Tax Accounting, Tax, Tax Returns, State Tax, Tax Research, Partnership Taxation, Big 4, Tax Provision, Federal & State Income..., CPA
Education
Saint Peter's University 2007 — 2009
Master of Business Administration (M.B.A.), Finance, General
Saint Peter's University 2003 — 2007
Bachelor of Science (B.S.), Accounting
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS