Lehman Brothers 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 Inc. Employees
Employee
Years
Job
Industry
Cecilia Vernes Cecilia Vernes's Lehman Brothers Inc. Experience August 1998 - August 2000
Job Head of Library Relations at JoMI (Journal of Medical Insight)
Industry Hospital & Health Care
Experience
Longwood Lunch LLC February 2011 - Present
JoMI (Journal of Medical Insight) May 2014 - March 2015
Recombinant Data Corp June 2011 - January 2012
Harvard Medical School April 2010 - June 2011
Children's Hospital Center on Media and Child Health February 2010 - April 2010
University of Pennsylvania February 2009 - January 2010
Internet Public Library December 2008 - April 2009
International Fund Services September 2000 - August 2008
Lehman Brothers, Inc August 1998 - August 2000
Lehman Brothers, Inc June 1998 - August 1998
Skills
Event Planning, Taxonomy, Controlled Vocabularies, Virtual Reference, Informatics, Data Curation, Databases, Library, Software Documentation, Knowledge Management, Metadata, Research, Career coaching, Leadership, Lifesciences, Career Counseling, LOINC, Perl, Higher Education, Unix, Life Sciences
Education
Drexel University 2008 — 2010
MS, Library and Information Science
Stony Brook University 1995 — 1997
Information Systems
Mount Holyoke College 1989 — 1993
B.A., French
Longwood Lunch LLC February 2011 - Present
JoMI (Journal of Medical Insight) May 2014 - March 2015
Recombinant Data Corp June 2011 - January 2012
Harvard Medical School April 2010 - June 2011
Children's Hospital Center on Media and Child Health February 2010 - April 2010
University of Pennsylvania February 2009 - January 2010
Internet Public Library December 2008 - April 2009
International Fund Services September 2000 - August 2008
Lehman Brothers, Inc August 1998 - August 2000
Lehman Brothers, Inc June 1998 - August 1998
Skills
Event Planning, Taxonomy, Controlled Vocabularies, Virtual Reference, Informatics, Data Curation, Databases, Library, Software Documentation, Knowledge Management, Metadata, Research, Career coaching, Leadership, Lifesciences, Career Counseling, LOINC, Perl, Higher Education, Unix, Life Sciences
Education
Drexel University 2008 — 2010
MS, Library and Information Science
Stony Brook University 1995 — 1997
Information Systems
Mount Holyoke College 1989 — 1993
B.A., French
Steve Cody Steve Cody's Lehman Brothers Inc. Experience February 1997 - April 2007
Job Director at Societe Generale
Industry Financial Services
Experience
Societe Generale June 2013 - Present
UBS Investment Bank May 2012 - March 2013
LAMCO LLC / Lehman Brothers Holdings March 2009 - January 2012
Lehman Brothers / Barclays Capital April 2007 - February 2009
Lehman Brothers Inc. February 1997 - April 2007
PaineWebber January 1994 - February 1997
Skills
Fixed Income, Capital Markets, Prime Brokerage, Derivatives, Middle Office, Management, Interest Rate..., Bloomberg, Risk Management, Investment Banking, Swaps
Education
Baruch College, City University of New York (CUNY)
Societe Generale June 2013 - Present
UBS Investment Bank May 2012 - March 2013
LAMCO LLC / Lehman Brothers Holdings March 2009 - January 2012
Lehman Brothers / Barclays Capital April 2007 - February 2009
Lehman Brothers Inc. February 1997 - April 2007
PaineWebber January 1994 - February 1997
Skills
Fixed Income, Capital Markets, Prime Brokerage, Derivatives, Middle Office, Management, Interest Rate..., Bloomberg, Risk Management, Investment Banking, Swaps
Education
Baruch College, City University of New York (CUNY)
Marco Lamboglia Marco Lamboglia's Lehman Brothers Inc. Experience November 2002 - October 2004
Job Project Management/ Business Analysis Consultant
Industry Computer Software
Experience
Prismo Consulting LLC October 2011 - Present
NBCUniversal, Inc. 2014 - 2015
NBCUniversal, Inc. 2014 - 2015
NBCUniversal, Inc. 2014 - 2015
NBCUniversal, Inc. 2014 - 2015
Prismo Consulting/ Axcess Americas LLC October 2006 - October 2011
ACT Mortgage Capital Inc October 2004 - October 2006
Lehman Brothers INC November 2002 - October 2004
Southern Community Bank October 2001 - November 2002
Skills
Business Analysis, Team Leadership, Vendor Management, Project Management, Change Management, Business Process..., Program Management, Project Planning, Team Building, Process Improvement, Business Strategy, Team Management, Risk Management, Leadership, Analytics, Budgets, Business Intelligence, Business Planning, CRM, Cloud Computing, Integration, Management, Management Consulting, PMP, Project Portfolio..., Requirements Analysis, Software Project...
Education
Norwich University 2007 — 2009
Master's Degree, International Commerce- Diplomacy
Florida Atlantic University 2004 — 2007
Bachelor's Degree, International Business Management and Trade
Prismo Consulting LLC October 2011 - Present
NBCUniversal, Inc. 2014 - 2015
NBCUniversal, Inc. 2014 - 2015
NBCUniversal, Inc. 2014 - 2015
NBCUniversal, Inc. 2014 - 2015
Prismo Consulting/ Axcess Americas LLC October 2006 - October 2011
ACT Mortgage Capital Inc October 2004 - October 2006
Lehman Brothers INC November 2002 - October 2004
Southern Community Bank October 2001 - November 2002
Skills
Business Analysis, Team Leadership, Vendor Management, Project Management, Change Management, Business Process..., Program Management, Project Planning, Team Building, Process Improvement, Business Strategy, Team Management, Risk Management, Leadership, Analytics, Budgets, Business Intelligence, Business Planning, CRM, Cloud Computing, Integration, Management, Management Consulting, PMP, Project Portfolio..., Requirements Analysis, Software Project...
Education
Norwich University 2007 — 2009
Master's Degree, International Commerce- Diplomacy
Florida Atlantic University 2004 — 2007
Bachelor's Degree, International Business Management and Trade
Jason Alexander Mirach's Lehman Brothers Inc. Experience July 2001 - November 2004
Job Director, New Product Strategy & Marketing
Industry Financial Services
Experience
FLEETCOR August 2013 - Present
KIPP Metro Atlanta 2012 - Present
Citi January 2011 - August 2013
Citi August 2008 - December 2010
Emory University September 2006 - May 2008
PepsiCo May 2007 - August 2007
Georgia Pacific January 2007 - May 2007
RBC Capital Markets November 2004 - June 2006
Lehman Brothers Inc. July 2001 - November 2004
Education
Emory University - Goizueta Business School 2006 — 2008
MBA
Williams College 1997 — 2001
BA
Deerfield Academy
FLEETCOR August 2013 - Present
KIPP Metro Atlanta 2012 - Present
Citi January 2011 - August 2013
Citi August 2008 - December 2010
Emory University September 2006 - May 2008
PepsiCo May 2007 - August 2007
Georgia Pacific January 2007 - May 2007
RBC Capital Markets November 2004 - June 2006
Lehman Brothers Inc. July 2001 - November 2004
Education
Emory University - Goizueta Business School 2006 — 2008
MBA
Williams College 1997 — 2001
BA
Deerfield Academy
James Conti James Conti's Lehman Brothers Inc. Experience 1997 - 2000
Job Relationship Manager with extensive experience satisfying the credit and banking needs of institutions
Industry Banking
Experience
New York Commercial Bank 2014 - Present
Standard Chartered Bank 2000 - 2013
Lehman Brothers Inc. 1997 - 2000
PaineWebber Inc. 1990 - 1997
Skills
Asset Management, Commercial Banking, Credit, Credit Analysis, Finance, Financial Markets, Financial Services, Insurance Companies, Letters of Credit, Loans, Real Estate Private..., Relationship Management, Syndications, Underwriting, Banking, Investments, Portfolio Management, Derivatives, Insurance, Credit Risk, Investment Banking, Risk Management
Education
Cornell University - S.C. Johnson Graduate School of Management
Master of Business Administration (MBA)
Cornell University
Bachelor of Arts (BA)
New York Commercial Bank 2014 - Present
Standard Chartered Bank 2000 - 2013
Lehman Brothers Inc. 1997 - 2000
PaineWebber Inc. 1990 - 1997
Skills
Asset Management, Commercial Banking, Credit, Credit Analysis, Finance, Financial Markets, Financial Services, Insurance Companies, Letters of Credit, Loans, Real Estate Private..., Relationship Management, Syndications, Underwriting, Banking, Investments, Portfolio Management, Derivatives, Insurance, Credit Risk, Investment Banking, Risk Management
Education
Cornell University - S.C. Johnson Graduate School of Management
Master of Business Administration (MBA)
Cornell University
Bachelor of Arts (BA)
Robert Thorsen Robert Thorsen's Lehman Brothers Inc. Experience January 1993 - January 2002
Job Grace Electronics LLC
Industry Financial Services
Experience
Grace Electronics LLC March 2014 - Present
Computershare - (May 2003 - June 2013) May 2003 - June 2013
Computershare dba Bank of New York Mellon May 2003 - June 2013
Lehman Brothers March 1993 - November 2002
Lehman Brothers Inc January 1993 - January 2002
Skills
Software Documentation, Management, Accounts Payable, Finance, Account Reconciliation, Auditing, Team Management, Portfolio Management, Negotiation, Interviews, Credit Cards, Pricing
Education
Nassau Community College
Associate of Arts (AA), Business/Commerce, General
Grace Electronics LLC March 2014 - Present
Computershare - (May 2003 - June 2013) May 2003 - June 2013
Computershare dba Bank of New York Mellon May 2003 - June 2013
Lehman Brothers March 1993 - November 2002
Lehman Brothers Inc January 1993 - January 2002
Skills
Software Documentation, Management, Accounts Payable, Finance, Account Reconciliation, Auditing, Team Management, Portfolio Management, Negotiation, Interviews, Credit Cards, Pricing
Education
Nassau Community College
Associate of Arts (AA), Business/Commerce, General
Elizabeth Baquero Elizabeth Baquero's Lehman Brothers Inc. Experience November 2005 - November 2007
Job Associate Manager at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp September 2013 - Present
JPMorgan Chase April 2010 - September 2013
DiMaio Ahmad Capital LLC November 2007 - January 2010
Lehman Brothers Inc November 2005 - November 2007
Skills
Banking, Finance, Bloomberg, Investment Banking, Management, Credit, Account Reconciliation, Trading, Leadership, Mutual Funds, Accounting, Financial Markets, Bonds
Education
Montclair State University
B.S, Business Administration; International Business
SS&C GlobeOp September 2013 - Present
JPMorgan Chase April 2010 - September 2013
DiMaio Ahmad Capital LLC November 2007 - January 2010
Lehman Brothers Inc November 2005 - November 2007
Skills
Banking, Finance, Bloomberg, Investment Banking, Management, Credit, Account Reconciliation, Trading, Leadership, Mutual Funds, Accounting, Financial Markets, Bonds
Education
Montclair State University
B.S, Business Administration; International Business
Brad A. Carpico Brad A. Carpico's Lehman Brothers Inc. Experience 1997 - 1998
Job Transition Management, Institutional Clients at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2014 - Present
Fidelity Investments May 2006 - April 2014
AOL Time Warner October 2002 - May 2006
Global Crossing April 2001 - October 2002
The Forum Corporation, Pearson PLC 1998 - 2001
Lehman Brothers, Inc 1997 - 1998
Allied Bancshares Group, LLC 1995 - 1997
Skills
Outsourcing, PMO, PMP, Project Portfolio..., Vendor Management, Software Project..., SDLC, Business Analysis, Cross-functional Team..., Process Improvement, Agile Methodologies, Project Management, Product Management, Waterfall, Resource Management, Relationship Management, Change Management, Offshoring, Product Development, Business Process..., Series 6
Education
University of Maryland 1993 — 1995
BS
The George Washington University
Masters Certificate
Boston University
Graduate Certificate
Project Management Institute
PMP Certification
TIAA-CREF April 2014 - Present
Fidelity Investments May 2006 - April 2014
AOL Time Warner October 2002 - May 2006
Global Crossing April 2001 - October 2002
The Forum Corporation, Pearson PLC 1998 - 2001
Lehman Brothers, Inc 1997 - 1998
Allied Bancshares Group, LLC 1995 - 1997
Skills
Outsourcing, PMO, PMP, Project Portfolio..., Vendor Management, Software Project..., SDLC, Business Analysis, Cross-functional Team..., Process Improvement, Agile Methodologies, Project Management, Product Management, Waterfall, Resource Management, Relationship Management, Change Management, Offshoring, Product Development, Business Process..., Series 6
Education
University of Maryland 1993 — 1995
BS
The George Washington University
Masters Certificate
Boston University
Graduate Certificate
Project Management Institute
PMP Certification
Garvin Walsh Garvin Walsh's Lehman Brothers Inc. Experience 1997 - 2006
Job Principal Labyrinth Strategies LLC
Industry Financial Services
Experience
Labyrinth Strategies, LLC 2007 - Present
Lehman Brothers Inc 1997 - 2006
Credit Lyonnais Securities (USA) Inc. 1995 - 1996
Cresvale International Inc 1993 - 1995
Serfin Securities Inc (Operadora de Bolsa, S.A. de C.V.) 1992 - 1993
S.G. Warburg & Co., Inc 1989 - 1992
Salomon Brothers Inc 1980 - 1989
Dean Witter & Co/Dean Witter Reynolds Inc. 1975 - 1980
Cellar Door Productions 1974 - 1975
Education
Georgetown University 1968 — 1973
B.A., Sociology, Economics
St. Ignatius High School - Cleveland 1964 — 1968
Labyrinth Strategies, LLC 2007 - Present
Lehman Brothers Inc 1997 - 2006
Credit Lyonnais Securities (USA) Inc. 1995 - 1996
Cresvale International Inc 1993 - 1995
Serfin Securities Inc (Operadora de Bolsa, S.A. de C.V.) 1992 - 1993
S.G. Warburg & Co., Inc 1989 - 1992
Salomon Brothers Inc 1980 - 1989
Dean Witter & Co/Dean Witter Reynolds Inc. 1975 - 1980
Cellar Door Productions 1974 - 1975
Education
Georgetown University 1968 — 1973
B.A., Sociology, Economics
St. Ignatius High School - Cleveland 1964 — 1968
Mark Vignola Mark Vignola's Lehman Brothers Inc. Experience May 1999 - September 2000
Job Director, Investor Relations at Intercept Pharmaceuticals
Industry Biotechnology
Experience
Intercept Pharmaceuticals June 2015 - Present
Reference Home Theater August 2014 - Present
Needham and Company July 2011 - May 2015
Secrets of Home Theater and High Fidelity January 2010 - May 2015
Fusion Lacrosse March 2003 - March 2011
Duke University Medical Center 2003 - 2011
Lehman Brothers INC May 1999 - September 2000
Skills
Biochemistry, Cell, Molecular Biology, Biotechnology, Cell Biology, Research, Cell Culture, Life Sciences, PCR, Genetics, Cancer, Western Blotting, Management, Strategy
Education
Duke University School of Medicine 2003 — 2009
PhD, Molecular Genetics and Microbiology
Duke University 2000 — 2002
Masters, Earth Sciences; Coastal Environmental Management
Boston College 1995 — 1999
Bachelor of Science, Biology
manhasset high school
Intercept Pharmaceuticals June 2015 - Present
Reference Home Theater August 2014 - Present
Needham and Company July 2011 - May 2015
Secrets of Home Theater and High Fidelity January 2010 - May 2015
Fusion Lacrosse March 2003 - March 2011
Duke University Medical Center 2003 - 2011
Lehman Brothers INC May 1999 - September 2000
Skills
Biochemistry, Cell, Molecular Biology, Biotechnology, Cell Biology, Research, Cell Culture, Life Sciences, PCR, Genetics, Cancer, Western Blotting, Management, Strategy
Education
Duke University School of Medicine 2003 — 2009
PhD, Molecular Genetics and Microbiology
Duke University 2000 — 2002
Masters, Earth Sciences; Coastal Environmental Management
Boston College 1995 — 1999
Bachelor of Science, Biology
manhasset high school
Christopher Henwood Christopher Henwood's Lehman Brothers Inc. Experience March 1989 - August 1994
Job Mortgage Loan Officer NMLS # 1280900 at Movement Mortgage, LLC
Industry Real Estate
Experience
Movement Mortgage, LLC March 2015 - Present
Tiboni & Tiboni, LLP September 2013 - Present
Henwood Consulting January 2009 - January 2015
Thomson Reuters - Reuters Insider March 2010 - November 2011
Henwood Trading January 1998 - August 2009
New York Mercantile Exchange 1989 - 2009
J. Aron & Co. - An affiliate of The Goldman Sachs Group L.P. August 1994 - January 1998
Lehman Brothers Inc. March 1989 - August 1994
Skills
Loan Origination, Real Estate, Customer Service, 203k loans, Analysis, Management, Leadership, Financial Markets, Finance, Securities, Capital Markets, Market Research, Economics, Financial Regulation, FINRA Arbitration, Strategy, Risk Management
Education
Rutgers University School of Law - Newark 2006 — 2010
JD, Law
Dickinson College 1984 — 1988
BA, Political Science, History
Marlboro HS 1981 — 1984
Movement Mortgage, LLC March 2015 - Present
Tiboni & Tiboni, LLP September 2013 - Present
Henwood Consulting January 2009 - January 2015
Thomson Reuters - Reuters Insider March 2010 - November 2011
Henwood Trading January 1998 - August 2009
New York Mercantile Exchange 1989 - 2009
J. Aron & Co. - An affiliate of The Goldman Sachs Group L.P. August 1994 - January 1998
Lehman Brothers Inc. March 1989 - August 1994
Skills
Loan Origination, Real Estate, Customer Service, 203k loans, Analysis, Management, Leadership, Financial Markets, Finance, Securities, Capital Markets, Market Research, Economics, Financial Regulation, FINRA Arbitration, Strategy, Risk Management
Education
Rutgers University School of Law - Newark 2006 — 2010
JD, Law
Dickinson College 1984 — 1988
BA, Political Science, History
Marlboro HS 1981 — 1984
Anastasis Eleftheriou Anastasis Eleftheriou's Lehman Brothers Inc. Experience June 2008 - August 2008
Job Help Desk Computer Attendant at Holy Name Hospital
Industry Information Technology and Services
Experience
Holy Name Medical Center June 2012 - Present
Follett Bookstore August 2010 - December 2011
Staples Inc July 2011 - August 2011
Lehman Brothers Inc June 2008 - August 2008
Skills
MS Office Suite, AutoCAD, Wireshark, Photoshop, Illustrator, Fireworks, PC Doctor, Java, C++, HTML, PHP, Computer Repair, Microsoft Office, Databases, Customer Service, Microsoft Excel, Servers, Wireless Networking
Education
New Jersey Institute of Technology 2005 — 2011
Bachelor of Science, Information Technology; Network Security
Holy Name Medical Center June 2012 - Present
Follett Bookstore August 2010 - December 2011
Staples Inc July 2011 - August 2011
Lehman Brothers Inc June 2008 - August 2008
Skills
MS Office Suite, AutoCAD, Wireshark, Photoshop, Illustrator, Fireworks, PC Doctor, Java, C++, HTML, PHP, Computer Repair, Microsoft Office, Databases, Customer Service, Microsoft Excel, Servers, Wireless Networking
Education
New Jersey Institute of Technology 2005 — 2011
Bachelor of Science, Information Technology; Network Security
carl verrastro carl verrastro's Lehman Brothers Inc. Experience June 1994 - June 1997
Job Branch Manager at Securitas Security Services USA, Inc.
Industry Security and Investigations
Experience
Securitas Security Services USA, Inc. January 1998 - Present
client 2008 - 2014
client 2008 - 2014
Lehman Brothers Inc. June 1994 - June 1997
Port Chester New York Police Department April 1969 - November 1993
United State Army Military Police April 1967 - April 1969
Skills
Corporate Security, Security Operations, Physical Security, Access Control, Security Management, Enforcement, Security Training, Workplace Violence, Executive Protection, Business Continuity, Investigation, Personal Security, Crime Prevention, Surveillance, Security, Police, Internal Investigations, CCTV, Protection, Background Checks, Public Safety, Security Audits, Asset Protection, Law Enforcement
Education
LIU Brooklyn 1976 — 1979
Master of Science, Social Science
Iona College 1972 — 1976
Bachelor of Science (B.S.), Criminal Justice/Behavioral Science, 3.5
Westchester Community College 1972 — 1974
Associate of Science (A.S.), Criminal Justice/Police Science, 3.5
Securitas Security Services USA, Inc. January 1998 - Present
client 2008 - 2014
client 2008 - 2014
Lehman Brothers Inc. June 1994 - June 1997
Port Chester New York Police Department April 1969 - November 1993
United State Army Military Police April 1967 - April 1969
Skills
Corporate Security, Security Operations, Physical Security, Access Control, Security Management, Enforcement, Security Training, Workplace Violence, Executive Protection, Business Continuity, Investigation, Personal Security, Crime Prevention, Surveillance, Security, Police, Internal Investigations, CCTV, Protection, Background Checks, Public Safety, Security Audits, Asset Protection, Law Enforcement
Education
LIU Brooklyn 1976 — 1979
Master of Science, Social Science
Iona College 1972 — 1976
Bachelor of Science (B.S.), Criminal Justice/Behavioral Science, 3.5
Westchester Community College 1972 — 1974
Associate of Science (A.S.), Criminal Justice/Police Science, 3.5
Anthony Tuths Anthony Tuths's Lehman Brothers Inc. Experience April 2006 - October 2008
Job Partner, WithumSmith+Brown, National Practice Leader Finanical Services
Industry Financial Services
Experience
WithumSmith+Brown March 2013 - Present
Deutsche Bank November 2008 - February 2013
Lehman Brothers Inc. April 2006 - October 2008
Citigroup April 2003 - April 2006
Sidley Austin (prev. Brown & Wood) 2000 - 2003
Cadwalader 1996 - 2000
Skills
Hedge Funds, Alternative Investments, Financial Structuring, Capital Markets, Investment Management, Asset Management, Investments, Structured Finance, Securitization, Private Equity, Mutual Funds, International Tax, Securities, Derivatives, Equity Derivatives, Tax, Financial Services, ETFs, Financial Reporting, Corporate Tax, Venture Capital, Structured Products, Credit Derivatives, Business Strategy, Financial Markets, Investment Banking, Partnership Taxation, Equity Capital Markets, Interest Rate..., Corporate Law, Tax Accounting, Commodity Pools, Alternative Assets, Financial Product..., Exchange Traded..., FX Derivatives, Exotic Derivatives, Investment Advisers Act, Investment Company Act, Asset Managment, Financial Product..., liquid alternatives, Fund Of Funds, Due Diligence, Equities
Education
New York University School of Law 1993 — 1996
LL.M., Tax
Rutgers University School of Law - Newark 1993 — 1996
JD, Law
Montclair State University 1987 — 1991
BA, Psychology
WithumSmith+Brown March 2013 - Present
Deutsche Bank November 2008 - February 2013
Lehman Brothers Inc. April 2006 - October 2008
Citigroup April 2003 - April 2006
Sidley Austin (prev. Brown & Wood) 2000 - 2003
Cadwalader 1996 - 2000
Skills
Hedge Funds, Alternative Investments, Financial Structuring, Capital Markets, Investment Management, Asset Management, Investments, Structured Finance, Securitization, Private Equity, Mutual Funds, International Tax, Securities, Derivatives, Equity Derivatives, Tax, Financial Services, ETFs, Financial Reporting, Corporate Tax, Venture Capital, Structured Products, Credit Derivatives, Business Strategy, Financial Markets, Investment Banking, Partnership Taxation, Equity Capital Markets, Interest Rate..., Corporate Law, Tax Accounting, Commodity Pools, Alternative Assets, Financial Product..., Exchange Traded..., FX Derivatives, Exotic Derivatives, Investment Advisers Act, Investment Company Act, Asset Managment, Financial Product..., liquid alternatives, Fund Of Funds, Due Diligence, Equities
Education
New York University School of Law 1993 — 1996
LL.M., Tax
Rutgers University School of Law - Newark 1993 — 1996
JD, Law
Montclair State University 1987 — 1991
BA, Psychology
Michael C. Drago Michael C. Drago's Lehman Brothers Inc. Experience October 2006 - July 2008
Job Senior Associate, Ethics Office Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York April 2011 - Present
Lehman Brothers/Barclays July 2008 - October 2008
Lehman Brothers Inc. October 2006 - July 2008
Lehman Brothers Inc. April 2003 - October 2006
Lehman Brothers Inc. April 2000 - April 2003
Herzfeld & Rubin, P.C. March 1996 - April 2000
Skills
Derivatives, Options, Trading, Management, Legal Research, Litigation, Analysis, Capital Markets, Equities, Securities
Education
Binghamton University 1990 — 1994
BA, Political Science
New York University 2009 — 2010
Certificate, Not-For-Profit Accounting and Governmental Reporting
Adelphi University 1995 — 1996
Certificate, Paralegal
Federal Reserve Bank of New York April 2011 - Present
Lehman Brothers/Barclays July 2008 - October 2008
Lehman Brothers Inc. October 2006 - July 2008
Lehman Brothers Inc. April 2003 - October 2006
Lehman Brothers Inc. April 2000 - April 2003
Herzfeld & Rubin, P.C. March 1996 - April 2000
Skills
Derivatives, Options, Trading, Management, Legal Research, Litigation, Analysis, Capital Markets, Equities, Securities
Education
Binghamton University 1990 — 1994
BA, Political Science
New York University 2009 — 2010
Certificate, Not-For-Profit Accounting and Governmental Reporting
Adelphi University 1995 — 1996
Certificate, Paralegal
Ramon Thompson Ramon Thompson's Lehman Brothers Inc. Experience August 2006 - November 2008
Job Designer & Art Director, Founder at Newsaturday Design Studio
Industry Graphic Design
Experience
Newsaturday Design Studio June 2015 - Present
Freelance May 2014 - Present
Glow Interactive November 2014 - June 2015
Sideways Inc August 2014 - August 2014
Likeable September 2011 - April 2014
AFM, Local 802 June 2010 - December 2011
Lehman Brothers INC. August 2006 - November 2008
Lehman Brothers June 2006 - November 2008
ABADA Times Magazine May 2006 - November 2008
Lehman Brothers INC. May 2006 - August 2006
Skills
Web 2.0, Branding & Identity, Marketing Communications, Graphic Design, Mac, Dreamweaver, Adobe Creative Suite, Facebook, Wordpress, OS X, Logo Design, Illustrator, WordPress, Posters, Advertising, Social Media, Layout, InDesign, Social Media Marketing
Education
School of Visual Arts 2008 — 2008
Graphic Design and Branding
Baruch College, City University of New York (CUNY) 2000 — 2006
BBA, Computer information Systems
Bernard Baruch College 2000 — 2006
Bachelors, Business Administration; Computer Information Systems; Branding and Graphic Design
Newsaturday Design Studio June 2015 - Present
Freelance May 2014 - Present
Glow Interactive November 2014 - June 2015
Sideways Inc August 2014 - August 2014
Likeable September 2011 - April 2014
AFM, Local 802 June 2010 - December 2011
Lehman Brothers INC. August 2006 - November 2008
Lehman Brothers June 2006 - November 2008
ABADA Times Magazine May 2006 - November 2008
Lehman Brothers INC. May 2006 - August 2006
Skills
Web 2.0, Branding & Identity, Marketing Communications, Graphic Design, Mac, Dreamweaver, Adobe Creative Suite, Facebook, Wordpress, OS X, Logo Design, Illustrator, WordPress, Posters, Advertising, Social Media, Layout, InDesign, Social Media Marketing
Education
School of Visual Arts 2008 — 2008
Graphic Design and Branding
Baruch College, City University of New York (CUNY) 2000 — 2006
BBA, Computer information Systems
Bernard Baruch College 2000 — 2006
Bachelors, Business Administration; Computer Information Systems; Branding and Graphic Design
Margaret Lawrence's Lehman Brothers Inc. Experience August 1996 - July 1998
Job Strategy, Operations, Investing and General Management
Industry Financial Services
Experience
Google July 2013 - May 2015
Google January 2012 - July 2013
Google July 2011 - December 2011
Pilot House Ventures September 2002 - January 2011
Chestnut Partners August 1998 - July 2000
Lehman Brothers Inc. August 1996 - July 1998
Skills
Venture Capital, Start-ups, Strategic Partnerships, Corporate Development, Investments, Business Development, Strategy, Entrepreneurship, Marketing Strategy, Product Management, SaaS, Private Equity, Mergers & Acquisitions, Due Diligence, Competitive Analysis, Analytics, Business Strategy
Education
Harvard Business School 2000 — 2002
MBA
Williams College 1992 — 1996
BA, Economics
Google July 2013 - May 2015
Google January 2012 - July 2013
Google July 2011 - December 2011
Pilot House Ventures September 2002 - January 2011
Chestnut Partners August 1998 - July 2000
Lehman Brothers Inc. August 1996 - July 1998
Skills
Venture Capital, Start-ups, Strategic Partnerships, Corporate Development, Investments, Business Development, Strategy, Entrepreneurship, Marketing Strategy, Product Management, SaaS, Private Equity, Mergers & Acquisitions, Due Diligence, Competitive Analysis, Analytics, Business Strategy
Education
Harvard Business School 2000 — 2002
MBA
Williams College 1992 — 1996
BA, Economics
James Joyce's Lehman Brothers Inc. Experience February 2004 - September 2008
Job Executive Director at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase October 2013 - Present
Barclays Capital September 2008 - October 2013
Lehman Brothers Inc. February 2004 - September 2008
Lucent Technologies September 1997 - August 2002
ExxonMobil June 1988 - June 1997
Bell Communications Research, Inc. June 1982 - June 1988
Skills
Capital Markets, Trading Systems, Software Development, Management, Integration, Project Management, Fixed Income, PMO, Investment Banking, Software Project..., Business Analysis, Derivatives, Sybase, Governance, Project Delivery, Vendor Management, Market Data, Electronic Trading, Consulting, SDLC, Process Improvement, Equities, Business Intelligence, Risk Management, Enterprise Architecture, Change Management, Program Management, IT Strategy, Data Warehousing, ITIL, Hedge Funds, IT Service Management, FX Options, Requirements Analysis, Disaster Recovery
Education
Pace University - Lubin School of Business 1983 — 1985
MBA, MIS & Finance
Manhattan College 1978 — 1982
BS, CIS & Math
JPMorgan Chase October 2013 - Present
Barclays Capital September 2008 - October 2013
Lehman Brothers Inc. February 2004 - September 2008
Lucent Technologies September 1997 - August 2002
ExxonMobil June 1988 - June 1997
Bell Communications Research, Inc. June 1982 - June 1988
Skills
Capital Markets, Trading Systems, Software Development, Management, Integration, Project Management, Fixed Income, PMO, Investment Banking, Software Project..., Business Analysis, Derivatives, Sybase, Governance, Project Delivery, Vendor Management, Market Data, Electronic Trading, Consulting, SDLC, Process Improvement, Equities, Business Intelligence, Risk Management, Enterprise Architecture, Change Management, Program Management, IT Strategy, Data Warehousing, ITIL, Hedge Funds, IT Service Management, FX Options, Requirements Analysis, Disaster Recovery
Education
Pace University - Lubin School of Business 1983 — 1985
MBA, MIS & Finance
Manhattan College 1978 — 1982
BS, CIS & Math
Cary Neil Pollack Cary Neil Pollack's Lehman Brothers Inc. Experience March 1992 - May 1995
Job Investor, Mentor and Consultant
Industry Venture Capital & Private Equity
Experience
Ambassador2Business.com February 2009 - Present
Ignite Venture Partners May 2006 - Present
Thunderbird School of Global Management May 2006 - June 2010
Uni Connexions January 2007 - January 2010
Access/Middle East February 2006 - March 2007
Eptheca Solutions March 2006 - August 2006
Met Council April 1996 - August 1998
Lehman Brothers, Inc March 1992 - May 1995
Neuberger & Berman February 1991 - February 1992
First Boston Corporation June 1986 - October 1990
Skills
Business Development, Start-ups, Strategy, Business Strategy, Venture Capital, Executive Coaching, Consulting, Management, Product Management, Enterprise Software, Corporate Finance, Strategic Planning, Mergers, Financial Services, Research, Private Equity, Financial Modeling, Entrepreneurship, Strategic Partnerships, Telecommunications, Management Consulting, Business Planning, Finance, E-commerce, Competitive Analysis, Mergers & Acquisitions, Corporate Development
Education
Columbia University - School of International and Public Affairs 1969 — 1971
Masters, International Politics and Diplomacy
City University of New York-Herbert H. Lehman College 1965 — 1969
Political Science/International Affairs
Ambassador2Business.com February 2009 - Present
Ignite Venture Partners May 2006 - Present
Thunderbird School of Global Management May 2006 - June 2010
Uni Connexions January 2007 - January 2010
Access/Middle East February 2006 - March 2007
Eptheca Solutions March 2006 - August 2006
Met Council April 1996 - August 1998
Lehman Brothers, Inc March 1992 - May 1995
Neuberger & Berman February 1991 - February 1992
First Boston Corporation June 1986 - October 1990
Skills
Business Development, Start-ups, Strategy, Business Strategy, Venture Capital, Executive Coaching, Consulting, Management, Product Management, Enterprise Software, Corporate Finance, Strategic Planning, Mergers, Financial Services, Research, Private Equity, Financial Modeling, Entrepreneurship, Strategic Partnerships, Telecommunications, Management Consulting, Business Planning, Finance, E-commerce, Competitive Analysis, Mergers & Acquisitions, Corporate Development
Education
Columbia University - School of International and Public Affairs 1969 — 1971
Masters, International Politics and Diplomacy
City University of New York-Herbert H. Lehman College 1965 — 1969
Political Science/International Affairs
Steven Swank Steven Swank's Lehman Brothers Inc. Experience April 2003 - February 2005
Job Senior Vice President Head of Client Development & Client Relations at RPX Corporation
Industry Financial Services
Experience
RPX Corporation January 2013 - Present
RPX Corporation January 2012 - January 2013
RPX Corporation July 2010 - January 2012
Comdata May 2006 - July 2010
Pine Creek Healthcare Capital February 2005 - May 2006
Lehman Brothers Inc. April 2003 - February 2005
Fortune Magazine February 2000 - April 2003
Fortune Magazine October 1998 - February 2000
Education
The University of Chicago - Booth School of Business 2000 — 2002
MBA in Finance
Bucknell University 1987 — 1991
BA in Economics
RPX Corporation January 2013 - Present
RPX Corporation January 2012 - January 2013
RPX Corporation July 2010 - January 2012
Comdata May 2006 - July 2010
Pine Creek Healthcare Capital February 2005 - May 2006
Lehman Brothers Inc. April 2003 - February 2005
Fortune Magazine February 2000 - April 2003
Fortune Magazine October 1998 - February 2000
Education
The University of Chicago - Booth School of Business 2000 — 2002
MBA in Finance
Bucknell University 1987 — 1991
BA in Economics
Johnson Wong Johnson Wong's Lehman Brothers Inc. Experience 2005 - 2008
Job First Vice President Enterprise Risk Management at Safra National Bank of New York
Industry Financial Services
Experience
Safra National Bank of New York May 2011 - Present
Pcubed August 2010 - May 2011
East West Bank 2009 - August 2010
Ernst & Young 2008 - 2009
Lehman Brothers Inc. 2005 - 2008
Bank of China 2002 - 2005
Outsourcing Partnership 1999 - 2002
Canadian Imperial Bank of Commerce 1996 - 1999
Salomon, Inc. 1992 - 1996
Skills
Auditing, Audit, Risk Assessment, SOX, Risk Management, IT Audit, Risk, Enterprise Risk..., Internal Controls, Internal Audit, SAS70, COSO, Process Improvement, Sarbanes-Oxley Act, Financial Risk, Operational Risk..., COBIT, Program Management, IT Strategy, Information Security, Financial Analysis, Credit, Banking, Financial Services, Information Technology, Security, Governance, SDLC, IT Management, ITIL, Portfolio Management, Finance, Management, Operational Risk, AML, Project Management, Credit Risk, Due Diligence, Business Continuity, Strategy, CRM, Leadership, Capital Markets, Investment Banking, Analysis, Fixed Income, Integration, Derivatives, Investments, Corporate Finance
Education
Northeastern University
BS, Accounting
Rosaryhill School
High School Diploma
The University of Chicago Booth School of Business
MBA, Finance and Marketing
Safra National Bank of New York May 2011 - Present
Pcubed August 2010 - May 2011
East West Bank 2009 - August 2010
Ernst & Young 2008 - 2009
Lehman Brothers Inc. 2005 - 2008
Bank of China 2002 - 2005
Outsourcing Partnership 1999 - 2002
Canadian Imperial Bank of Commerce 1996 - 1999
Salomon, Inc. 1992 - 1996
Skills
Auditing, Audit, Risk Assessment, SOX, Risk Management, IT Audit, Risk, Enterprise Risk..., Internal Controls, Internal Audit, SAS70, COSO, Process Improvement, Sarbanes-Oxley Act, Financial Risk, Operational Risk..., COBIT, Program Management, IT Strategy, Information Security, Financial Analysis, Credit, Banking, Financial Services, Information Technology, Security, Governance, SDLC, IT Management, ITIL, Portfolio Management, Finance, Management, Operational Risk, AML, Project Management, Credit Risk, Due Diligence, Business Continuity, Strategy, CRM, Leadership, Capital Markets, Investment Banking, Analysis, Fixed Income, Integration, Derivatives, Investments, Corporate Finance
Education
Northeastern University
BS, Accounting
Rosaryhill School
High School Diploma
The University of Chicago Booth School of Business
MBA, Finance and Marketing
Lynette Martyn Lynette Martyn's Lehman Brothers Inc. Experience February 2000 - November 2005
Job Community Ambassador, PowerHouse Assets
Industry Marketing and Advertising
Experience
PowerHouse Assets, LLC 2013 - Present
Harvard School of Public Health Center for Continuing Professional Education 2007 - November 2010
Harvard University 2007 - November 2010
Harvard University- School of Public Health 2007 - 2010
Japanese Business Consultants 2004 - 2008
The Multisensory Training Institute June 2006 - June 2007
Lehman Brothers, Inc February 2000 - November 2005
Sumisho Computer Systems (USA), Inc. 2004 - 2005
SurfControl 1997 - 1998
Japan Exchange and Teaching Programme 1995 - 1997
Skills
Non-profits, Marketing, Japanese, Project Management, Philanthropy, Business Development, Strategy, Negotiation, Market Research, Fundraising, Marketing Strategy, Social Media, Public Relations, Event Planning, Strategic Planning, Nonprofits, Management, Training, Public Speaking, Research, Marketing Management
Education
Boston University 1998 — 1999
MBA, Marketing, International Business, Entrepreneurship
Boston University - School of Management 1998 — 1999
MBA
Dickinson College 1991 — 1995
BA, East Asian Studies
JCMU
PowerHouse Assets, LLC 2013 - Present
Harvard School of Public Health Center for Continuing Professional Education 2007 - November 2010
Harvard University 2007 - November 2010
Harvard University- School of Public Health 2007 - 2010
Japanese Business Consultants 2004 - 2008
The Multisensory Training Institute June 2006 - June 2007
Lehman Brothers, Inc February 2000 - November 2005
Sumisho Computer Systems (USA), Inc. 2004 - 2005
SurfControl 1997 - 1998
Japan Exchange and Teaching Programme 1995 - 1997
Skills
Non-profits, Marketing, Japanese, Project Management, Philanthropy, Business Development, Strategy, Negotiation, Market Research, Fundraising, Marketing Strategy, Social Media, Public Relations, Event Planning, Strategic Planning, Nonprofits, Management, Training, Public Speaking, Research, Marketing Management
Education
Boston University 1998 — 1999
MBA, Marketing, International Business, Entrepreneurship
Boston University - School of Management 1998 — 1999
MBA
Dickinson College 1991 — 1995
BA, East Asian Studies
JCMU
Masha Rayzvikh's Lehman Brothers Inc. Experience April 2005 - September 2008
Job Vice President at Citi Group
Industry Banking
Experience
Citi Group September 2008 - Present
Lehman Brothers April 2005 - September 2008
Lehman Brothers Inc April 2005 - September 2008
Lehman Brothers Bank June 2002 - April 2005
Lehman Brothers June 2001 - July 2002
Bloomberg L. P. – PowerMatch Department August 2000 - May 2001
Bloomberg L. P. – Sales Department February 2000 - August 2000
Bloomberg L. P. – Field Service Department June 1999 - February 2000
Sy Syms School of Business– Placement Office and Office of the Dean October 1998 - December 1999
Bet Tzedek Legal Services – Cardozo Law School July 1997 - October 1998
Education
New York University 2004 — 2006
MBA, Finance and Information Systems
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance, Information Systems
Yeshiva University 1997 — 2001
BS, Finance
South Shore High School
Citi Group September 2008 - Present
Lehman Brothers April 2005 - September 2008
Lehman Brothers Inc April 2005 - September 2008
Lehman Brothers Bank June 2002 - April 2005
Lehman Brothers June 2001 - July 2002
Bloomberg L. P. – PowerMatch Department August 2000 - May 2001
Bloomberg L. P. – Sales Department February 2000 - August 2000
Bloomberg L. P. – Field Service Department June 1999 - February 2000
Sy Syms School of Business– Placement Office and Office of the Dean October 1998 - December 1999
Bet Tzedek Legal Services – Cardozo Law School July 1997 - October 1998
Education
New York University 2004 — 2006
MBA, Finance and Information Systems
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance, Information Systems
Yeshiva University 1997 — 2001
BS, Finance
South Shore High School
William J. Haley William J. Haley's Lehman Brothers Inc. Experience 1989 - 1995
Job Experienced Structured Finance Professional with Proven New Business Development Skills
Industry Banking
Experience
Campaign for the Westchester Children's Museum January 2009 - Present
The PrinceRidge Group 2009 - 2011
ABN AMRO 2005 - 2008
ABN AMRO 2003 - 2005
JP Morgan Chase 1996 - 2003
Lehman Brothers Inc 1989 - 1995
Salomon Brothers 1984 - 1989
Skills
Capital Markets, Investment Banking, Structured Finance, Origination, Banking, Team Building, Recruitment/Retention, Loan Origination, Entrepreneurship, Securitization, Investments, Financial Risk, Portfolio Management, Finance, Hedge Funds, Risk Management, Private Equity, Derivatives, Trading, Financial Services, Credit, Fixed Income, Securities, Treasury Management, Valuation, Management
Education
Columbia University - Columbia Business School
M.S., Business Policy
Harvard University
A.B., English & American Literature and Language
Campaign for the Westchester Children's Museum January 2009 - Present
The PrinceRidge Group 2009 - 2011
ABN AMRO 2005 - 2008
ABN AMRO 2003 - 2005
JP Morgan Chase 1996 - 2003
Lehman Brothers Inc 1989 - 1995
Salomon Brothers 1984 - 1989
Skills
Capital Markets, Investment Banking, Structured Finance, Origination, Banking, Team Building, Recruitment/Retention, Loan Origination, Entrepreneurship, Securitization, Investments, Financial Risk, Portfolio Management, Finance, Hedge Funds, Risk Management, Private Equity, Derivatives, Trading, Financial Services, Credit, Fixed Income, Securities, Treasury Management, Valuation, Management
Education
Columbia University - Columbia Business School
M.S., Business Policy
Harvard University
A.B., English & American Literature and Language
Edward Claire Edward Claire's Lehman Brothers Inc. Experience November 2000 - May 2007
Job Managing Director: Fixed Income Sales & Trading at FIRST INTEGRITY CAPITAL PARTNERS
Industry Financial Services
Experience
First Integrity Capital Partners April 2010 - Present
Fundamental Capital Markets May 2007 - May 2010
Lehman Brothers Inc November 2000 - May 2007
US Bancorp Piper Jaffray 1995 - 2000
Patriot Securities 1993 - 1995
Murphy & Durieu 1991 - 1993
Brounoff Claire & Co 1987 - 1990
Skills
MBS, Fixed Income, Structured Products, Trading, Wealth Management, CDS, Corporates, Bonds, Bloomberg, Electronic Trading, Capital Markets, Derivatives, Series 7, Hedge Funds, Equities
Education
Mount St. Mary's University 1984 — 1987
BS, Busines & Finance
First Integrity Capital Partners April 2010 - Present
Fundamental Capital Markets May 2007 - May 2010
Lehman Brothers Inc November 2000 - May 2007
US Bancorp Piper Jaffray 1995 - 2000
Patriot Securities 1993 - 1995
Murphy & Durieu 1991 - 1993
Brounoff Claire & Co 1987 - 1990
Skills
MBS, Fixed Income, Structured Products, Trading, Wealth Management, CDS, Corporates, Bonds, Bloomberg, Electronic Trading, Capital Markets, Derivatives, Series 7, Hedge Funds, Equities
Education
Mount St. Mary's University 1984 — 1987
BS, Busines & Finance
Geoff Koester Geoff Koester's Lehman Brothers Inc. Experience January 1998 - January 2000
Job Handyman at Home Sweet Home
Industry Construction
Experience
Home Sweet Home September 2014 - Present
Port Chester School District September 2012 - January 2015
MIZUHO CORPORATE BANK 2001 - 2004
LEHMAN BROTHERS, INC January 1998 - January 2000
CITIBANK, N January 1996 - January 1998
The Chase Manhattan Bank January 1989 - January 1996
THE SUMITOMO BANK, LTD January 1987 - January 1989
SALOMON BROTHERS, INC January 1986 - January 1987
Skills
FX trading, Electronic Trading, Trade Execution, Trading Strategies, Customer Relations, FX, Trading, Currency, Industry Analysis, FX Options
Education
Cornell University 1982 — 1985
B.S, Business Management and Marketing
Home Sweet Home September 2014 - Present
Port Chester School District September 2012 - January 2015
MIZUHO CORPORATE BANK 2001 - 2004
LEHMAN BROTHERS, INC January 1998 - January 2000
CITIBANK, N January 1996 - January 1998
The Chase Manhattan Bank January 1989 - January 1996
THE SUMITOMO BANK, LTD January 1987 - January 1989
SALOMON BROTHERS, INC January 1986 - January 1987
Skills
FX trading, Electronic Trading, Trade Execution, Trading Strategies, Customer Relations, FX, Trading, Currency, Industry Analysis, FX Options
Education
Cornell University 1982 — 1985
B.S, Business Management and Marketing
Brad McGowan Brad McGowan's Lehman Brothers Inc. Experience July 1998 - March 2002
Job SolomonEdwards Head of Business Development National Private Equity Coverage TRASTransaction Advisory Services
Industry Venture Capital & Private Equity
Experience
SolomonEdwards June 2013 - Present
Lehigh University January 2013 - June 2013
The SPECTRUM Group July 2010 - November 2012
Legend Merchant Group November 2006 - March 2012
Jefferies March 2002 - November 2005
Lehman Brothers Inc. July 1998 - March 2002
Skills
Private Equity, Mergers & Acquisitions, Mergers, Investment Banking, Relationship Management, Sales, Due Diligence, Corporate Finance, Alternative Investments, Venture Capital, Financial Services, Valuation, Strategy, Asset Managment, Equities, Portfolio Management, Asset Management, Financial Analysis, Capital Markets, Leadership, New Business Development, Start-ups, Funding, Corporate Development, Business Strategy, Executive Management, Banking, Entrepreneurship, Private Placements, Business Development, Financial Modeling, Leveraged Finance, Hedge Funds, Finance, Capital, CRM, Investments, Emerging Markets, M&A experience, Fixed Income, Restructuring, Business Valuation, Management, Financial Structuring, Structured Finance, IPO, Investor Relations
Education
NYU Stern School of Business 1996 — 1998
MBA, Finance
Lehigh University - College of Business and Economics 1983 — 1987
Finance, Finance
West Essex High School 1980 — 1983
SolomonEdwards June 2013 - Present
Lehigh University January 2013 - June 2013
The SPECTRUM Group July 2010 - November 2012
Legend Merchant Group November 2006 - March 2012
Jefferies March 2002 - November 2005
Lehman Brothers Inc. July 1998 - March 2002
Skills
Private Equity, Mergers & Acquisitions, Mergers, Investment Banking, Relationship Management, Sales, Due Diligence, Corporate Finance, Alternative Investments, Venture Capital, Financial Services, Valuation, Strategy, Asset Managment, Equities, Portfolio Management, Asset Management, Financial Analysis, Capital Markets, Leadership, New Business Development, Start-ups, Funding, Corporate Development, Business Strategy, Executive Management, Banking, Entrepreneurship, Private Placements, Business Development, Financial Modeling, Leveraged Finance, Hedge Funds, Finance, Capital, CRM, Investments, Emerging Markets, M&A experience, Fixed Income, Restructuring, Business Valuation, Management, Financial Structuring, Structured Finance, IPO, Investor Relations
Education
NYU Stern School of Business 1996 — 1998
MBA, Finance
Lehigh University - College of Business and Economics 1983 — 1987
Finance, Finance
West Essex High School 1980 — 1983
John Tietjen John Tietjen's Lehman Brothers Inc. Experience March 1997 - September 2008
Job VP at Citigroup
Industry Financial Services
Experience
Citibank May 2010 - Present
Barclays Capital September 2008 - March 2009
Lehman Brothers Inc. March 1997 - September 2008
Lehman Brothers Inc March 1997 - March 1999
Skills
Corporate Actions, Equities, Market Data, Bloomberg, Securities, Derivatives, Fixed Income, Vendor Management, Back Office, Prime Brokerage, Reference Data, Capital Markets, Trading Systems, Investment Banking, Swaps, Settlement, Electronic Trading, Hedge Funds, Middle Office, FX Options, Options
Education
City University of New York-John Jay College of Criminal Justice 1979 — 1981
Criminology
Citibank May 2010 - Present
Barclays Capital September 2008 - March 2009
Lehman Brothers Inc. March 1997 - September 2008
Lehman Brothers Inc March 1997 - March 1999
Skills
Corporate Actions, Equities, Market Data, Bloomberg, Securities, Derivatives, Fixed Income, Vendor Management, Back Office, Prime Brokerage, Reference Data, Capital Markets, Trading Systems, Investment Banking, Swaps, Settlement, Electronic Trading, Hedge Funds, Middle Office, FX Options, Options
Education
City University of New York-John Jay College of Criminal Justice 1979 — 1981
Criminology
Steve Schreiber Steve Schreiber's Lehman Brothers Inc. Experience January 1992 - April 1999
Job IT Project Manager for County of Bergen
Industry Information Technology and Services
Experience
Bergen County Prosecutor's Office September 2009 - Present
Morgan Stanley May 2006 - March 2009
Morgan Stanley January 2001 - May 2006
Morgan Stanley January 2000 - January 2001
Morgan Stanley April 1999 - January 2000
Lehman Brothers Inc. January 1992 - April 1999
Citicorp June 1991 - December 1991
AT&T February 1985 - May 1991
Skills
Project Management, IT Strategy, SDLC, Software Project..., Unix, IT Service Management, Change Management, Linux, SharePoint, Windows Server, Team Leadership, Vendor Management, Software Documentation, Management, ITIL, Integration, System Administration, Operating Systems, Business Analysis, IIS, Servers, Enterprise Software, Solaris, Agile Methodologies
Education
Hampshire College 1979 — 1983
BA, Music; Computer Science
Bergen County Prosecutor's Office September 2009 - Present
Morgan Stanley May 2006 - March 2009
Morgan Stanley January 2001 - May 2006
Morgan Stanley January 2000 - January 2001
Morgan Stanley April 1999 - January 2000
Lehman Brothers Inc. January 1992 - April 1999
Citicorp June 1991 - December 1991
AT&T February 1985 - May 1991
Skills
Project Management, IT Strategy, SDLC, Software Project..., Unix, IT Service Management, Change Management, Linux, SharePoint, Windows Server, Team Leadership, Vendor Management, Software Documentation, Management, ITIL, Integration, System Administration, Operating Systems, Business Analysis, IIS, Servers, Enterprise Software, Solaris, Agile Methodologies
Education
Hampshire College 1979 — 1983
BA, Music; Computer Science
Thomas Leineweber Thomas Leineweber's Lehman Brothers Inc. Experience May 2000 - August 2000
Job Associate at Skadden, Arps, Slate, Meagher & Flom LLP
Industry Law Practice
Experience
Skadden, Arps, Slate, Meagher & Flom LLP 2007 - Present
Robert F. Kennedy Memorial Center for Human Rights January 2006 - May 2007
Skadden, Arps, Slate, Meagher & Flom LLP (New York & Hong Kong) May 2006 - August 2006
GE Energy / Nuovo Pignone (Florence, Italy) May 2005 - August 2005
Skadden, Arps, Slate, Meagher & Flom LLP (Paris, France) June 2001 - August 2004
Lehman Brothers Inc. May 2000 - August 2000
Skills
Litigation, Internal Investigations, Antitrust, Sports Law, Competition Law, Compliance, FCPA, Business Strategy, Mergers & Acquisitions, International Law, Intellectual Property, Arbitration, Corporate Law, Private Equity, Legal Writing, Civil Litigation, New Business Development, Joint Ventures, Dispute Resolution, Securities, Corporate Governance, Commercial Litigation, Legal Research, Contract Negotiation, Negotiation, Mergers, Regulatory Agencies, OFAC, Criminal Law
Education
Georgetown University Law Center 2004 — 2007
J.D., Law
Yale University 1997 — 2001
B.A., History
Skadden, Arps, Slate, Meagher & Flom LLP 2007 - Present
Robert F. Kennedy Memorial Center for Human Rights January 2006 - May 2007
Skadden, Arps, Slate, Meagher & Flom LLP (New York & Hong Kong) May 2006 - August 2006
GE Energy / Nuovo Pignone (Florence, Italy) May 2005 - August 2005
Skadden, Arps, Slate, Meagher & Flom LLP (Paris, France) June 2001 - August 2004
Lehman Brothers Inc. May 2000 - August 2000
Skills
Litigation, Internal Investigations, Antitrust, Sports Law, Competition Law, Compliance, FCPA, Business Strategy, Mergers & Acquisitions, International Law, Intellectual Property, Arbitration, Corporate Law, Private Equity, Legal Writing, Civil Litigation, New Business Development, Joint Ventures, Dispute Resolution, Securities, Corporate Governance, Commercial Litigation, Legal Research, Contract Negotiation, Negotiation, Mergers, Regulatory Agencies, OFAC, Criminal Law
Education
Georgetown University Law Center 2004 — 2007
J.D., Law
Yale University 1997 — 2001
B.A., History
Raymond Kinnaly Raymond Kinnaly's Lehman Brothers Inc. Experience January 1989 - January 1998
Job Trading and Operations Professional
Industry Financial Services
Experience
Citi Group March 1998 - June 2011
CITIGROUP GLOBAL MARKETS, INC March 1998 - June 2011
CITIGROUP GLOBAL MARKETS, INC March 1998 - June 2011
Lehman Brothers March 1989 - March 1998
LEHMAN BROTHERS, INC January 1989 - January 1998
Cyrus J. Lawrence October 1984 - March 1989
DEUTSCHE BANK, FORMERLY KNOW January 1984 - January 1989
Shearson Lehman Brothers January 1982 - October 1984
SHEARSON LEHMAN BROTHERS January 1982 - January 1984
Education
City University of New York City College 1984 — 1998
Coursework in Business Administration
Queens borough Community College
work, Business Administration
Citi Group March 1998 - June 2011
CITIGROUP GLOBAL MARKETS, INC March 1998 - June 2011
CITIGROUP GLOBAL MARKETS, INC March 1998 - June 2011
Lehman Brothers March 1989 - March 1998
LEHMAN BROTHERS, INC January 1989 - January 1998
Cyrus J. Lawrence October 1984 - March 1989
DEUTSCHE BANK, FORMERLY KNOW January 1984 - January 1989
Shearson Lehman Brothers January 1982 - October 1984
SHEARSON LEHMAN BROTHERS January 1982 - January 1984
Education
City University of New York City College 1984 — 1998
Coursework in Business Administration
Queens borough Community College
work, Business Administration
Jim Mirenda Jim Mirenda's Lehman Brothers Inc. Experience 1989 - 1995
Job Owner, James MirendaConsulting, Inc
Industry Management Consulting
Experience
James MirendaConsulting, Inc June 2002 - Present
JP Morgan Chase 1997 - 2002
Lehman Brothers Inc 1989 - 1995
Skills
Business Development, Business Strategy, Capital Markets, Investments, Sales Management, New Business Development, Strategic Planning, Management, Leadership Development, Fixed Income, Consulting, Finance, Start-ups, Marketing Strategy, Sales, Program Management, Coaching, Solution Selling, Business Analysis, Entrepreneurship, Selling, Executive Coaching, Strategic Partnerships, inves
Education
Lehigh University 1964 — 1969
BS, Business and Economics
Lehigh University - College of Business and Economics 1964 — 1968
James MirendaConsulting, Inc June 2002 - Present
JP Morgan Chase 1997 - 2002
Lehman Brothers Inc 1989 - 1995
Skills
Business Development, Business Strategy, Capital Markets, Investments, Sales Management, New Business Development, Strategic Planning, Management, Leadership Development, Fixed Income, Consulting, Finance, Start-ups, Marketing Strategy, Sales, Program Management, Coaching, Solution Selling, Business Analysis, Entrepreneurship, Selling, Executive Coaching, Strategic Partnerships, inves
Education
Lehigh University 1964 — 1969
BS, Business and Economics
Lehigh University - College of Business and Economics 1964 — 1968
Daniel Mahoney Daniel Mahoney's Lehman Brothers Inc. Experience July 2001 - June 2003
Job Corporate Strategy at Invesco
Industry Investment Management
Experience
Invesco January 2014 - Present
Bain & Company September 2008 - January 2014
CRT Capital Group LLC August 2003 - July 2006
Lehman Brothers Inc. July 2001 - June 2003
Skills
Business Strategy, Strategic Planning, Private Equity, Due Diligence, Valuation, Mergers, Investment Banking, Corporate Finance, LBO, Corporate Development, Financial Analysis, Financial Modeling, Retail, Financial Services, Higher Education, Performance Improvement, Change Management, Strategy, Mergers & Acquisitions, Venture Capital, Management Consulting, Strategic Consulting
Education
University of Virginia - Darden Graduate School of Business Administration 2006 — 2008
MBA
Dartmouth College 1997 — 2001
AB, Economics
Invesco January 2014 - Present
Bain & Company September 2008 - January 2014
CRT Capital Group LLC August 2003 - July 2006
Lehman Brothers Inc. July 2001 - June 2003
Skills
Business Strategy, Strategic Planning, Private Equity, Due Diligence, Valuation, Mergers, Investment Banking, Corporate Finance, LBO, Corporate Development, Financial Analysis, Financial Modeling, Retail, Financial Services, Higher Education, Performance Improvement, Change Management, Strategy, Mergers & Acquisitions, Venture Capital, Management Consulting, Strategic Consulting
Education
University of Virginia - Darden Graduate School of Business Administration 2006 — 2008
MBA
Dartmouth College 1997 — 2001
AB, Economics
Gina Barac- Bauer Gina Barac- Bauer's Lehman Brothers Inc. Experience August 1997 - December 1998
Job Consultant Capital Indigo
Industry Financial Services
Experience
Capital Indigo December 2012 - Present
GBDesigns June 2009 - December 2012
THE DESIGNER ZOO February 2003 - January 2009
MERRILL LYNCH & COMPANY, INC January 2004 - 2007
Merrill Lynch & Company, Inc January 1999 - January 2004
Lehman Brothers, Inc August 1997 - December 1998
Lehman Brother's Inc January 1995 - July 1997
Alliance Capital January 1994 - January 1995
Skills
Fixed Income, Asset Management, Investments, CRM, Portfolio Management, Mutual Funds, Equities, Private Equity, Emerging Markets, Equity Research, Management, Trading
Education
NEW YORK UNIVERSITY 2013 — 2014
Certificate, Leadership & Organizational Development
New York University 2010 — 2010
Certificate, Digital Marketing
SUNY ALBANY
BA, Public Affairs and International Economics
Capital Indigo December 2012 - Present
GBDesigns June 2009 - December 2012
THE DESIGNER ZOO February 2003 - January 2009
MERRILL LYNCH & COMPANY, INC January 2004 - 2007
Merrill Lynch & Company, Inc January 1999 - January 2004
Lehman Brothers, Inc August 1997 - December 1998
Lehman Brother's Inc January 1995 - July 1997
Alliance Capital January 1994 - January 1995
Skills
Fixed Income, Asset Management, Investments, CRM, Portfolio Management, Mutual Funds, Equities, Private Equity, Emerging Markets, Equity Research, Management, Trading
Education
NEW YORK UNIVERSITY 2013 — 2014
Certificate, Leadership & Organizational Development
New York University 2010 — 2010
Certificate, Digital Marketing
SUNY ALBANY
BA, Public Affairs and International Economics
L J BENTON L J BENTON's Lehman Brothers Inc. Experience January 1988 - January 1991
Job Advisory Board Member, Triumvirate Contadora Gotham LLC
Industry Financial Services
Experience
Triumvirate Contadora Global LLC January 2010 - Present
AmazighHaarlemArturo January 2007 - Present
FBOP Corporation January 2007 - January 2009
JMI Telecom Inc January 2005 - January 2007
San Diego Properties LLP January 2001 - January 2005
The Clinton Group January 1998 - January 2001
Rosenkrantz, Lyon & Ross, Inc January 1994 - January 1998
Prudential-Bache Securities January 1991 - January 1994
Lehman Brothers Inc January 1988 - January 1991
Chatham Cleaners, Inc January 1981 - January 1988
Skills
Mergers, Strategic Planning, Project Management, Risk Management, Banking, Program Management, Financial Modeling, Business Analysis, Vendor Management, Due Diligence, Marketing, Sales, Acquisition Integration, CRM, Mergers & Acquisitions, Customer Service, Strategy, Microsoft Office, Entrepreneurship, Start-ups, Management, Business Development, Leadership, Training, New Business Development
Education
Mercy College 1980 — 1985
BS, Business Marketing Administration
Murray Bergtraum High School for Business Careers 1976 — 1980
H.S.Diploma, Business / Marketing Curriculum
Mercy College
General Business Major
Opportunities Industrialization Center (OIC)2009
Triumvirate Contadora Global LLC January 2010 - Present
AmazighHaarlemArturo January 2007 - Present
FBOP Corporation January 2007 - January 2009
JMI Telecom Inc January 2005 - January 2007
San Diego Properties LLP January 2001 - January 2005
The Clinton Group January 1998 - January 2001
Rosenkrantz, Lyon & Ross, Inc January 1994 - January 1998
Prudential-Bache Securities January 1991 - January 1994
Lehman Brothers Inc January 1988 - January 1991
Chatham Cleaners, Inc January 1981 - January 1988
Skills
Mergers, Strategic Planning, Project Management, Risk Management, Banking, Program Management, Financial Modeling, Business Analysis, Vendor Management, Due Diligence, Marketing, Sales, Acquisition Integration, CRM, Mergers & Acquisitions, Customer Service, Strategy, Microsoft Office, Entrepreneurship, Start-ups, Management, Business Development, Leadership, Training, New Business Development
Education
Mercy College 1980 — 1985
BS, Business Marketing Administration
Murray Bergtraum High School for Business Careers 1976 — 1980
H.S.Diploma, Business / Marketing Curriculum
Mercy College
General Business Major
Opportunities Industrialization Center (OIC)2009
Angeley Mullins Angeley Mullins's Lehman Brothers Inc. Experience 2006 - 2009
Job Global Marketing & Strategy Leader Innovating Growth of Global Business
Industry Information Technology and Services
Experience
GoDaddy 2015 - Present
The Poverty Museum 2015 - Present
Grameen Foundation 2012 - Present
Intuit 2014 - 2015
Amazon.com 2012 - 2014
First National Bank 2009 - 2011
Lehman Brothers Inc 2006 - 2009
MLN 2004 - 2006
Skills
Marketing Strategy, Product Management, Product Marketing, Strategic Partnerships, SaaS, Global Business..., E-commerce, Online Marketing, Email Marketing, Digital Marketing, Product Development, Global Brand Development, Monetization, CRM, Brand Management, Strategic Planning, User Experience, Marketing, Emerging Markets, Enterprise Software, Advertising, Mobile Applications, Salesforce.com, Sales, Multi-channel Marketing, Cloud Computing, Six Sigma, Product Design, Analytics, Business Strategy, Google Analytics, Google Adwords, Start-ups, Global Strategy..., Global Program..., Global Management, Strategic Leadership, Strategic Consulting, PPC, Consulting, Market Planning, Website Localization, Lead Generation, Channel Partners, Web Marketing, Competitive Analysis, Web Analytics, Social Media Marketing, Online Advertising, Social Impact
Education
University of Pennsylvania - The Wharton School
Executive Series, Consumer Management & Strategy
Benedictine University
Master of Business Administration (M.B.A.), Marketing and International Business
University of Minnesota-Twin Cities
BSB- Carlson School of Management, Business Administration and Management, General
GoDaddy 2015 - Present
The Poverty Museum 2015 - Present
Grameen Foundation 2012 - Present
Intuit 2014 - 2015
Amazon.com 2012 - 2014
First National Bank 2009 - 2011
Lehman Brothers Inc 2006 - 2009
MLN 2004 - 2006
Skills
Marketing Strategy, Product Management, Product Marketing, Strategic Partnerships, SaaS, Global Business..., E-commerce, Online Marketing, Email Marketing, Digital Marketing, Product Development, Global Brand Development, Monetization, CRM, Brand Management, Strategic Planning, User Experience, Marketing, Emerging Markets, Enterprise Software, Advertising, Mobile Applications, Salesforce.com, Sales, Multi-channel Marketing, Cloud Computing, Six Sigma, Product Design, Analytics, Business Strategy, Google Analytics, Google Adwords, Start-ups, Global Strategy..., Global Program..., Global Management, Strategic Leadership, Strategic Consulting, PPC, Consulting, Market Planning, Website Localization, Lead Generation, Channel Partners, Web Marketing, Competitive Analysis, Web Analytics, Social Media Marketing, Online Advertising, Social Impact
Education
University of Pennsylvania - The Wharton School
Executive Series, Consumer Management & Strategy
Benedictine University
Master of Business Administration (M.B.A.), Marketing and International Business
University of Minnesota-Twin Cities
BSB- Carlson School of Management, Business Administration and Management, General
Stephen LaFata Stephen LaFata's Lehman Brothers Inc. Experience May 2006 - July 2006
Job COO/CCO at Alethea Capital Management, LLC
Industry Financial Services
Experience
Alethea Capital Management, LLC May 2011 - Present
CHARLES SCHWAB & CO., INC June 2010 - August 2010
UBS FINANCIAL SERVICES INC July 2007 - June 2009
LEHMAN BROTHERS INC May 2006 - July 2006
Skills
Fixed Income, Investments, Hedge Funds, Mutual Funds, Wealth Management, Start-ups, Business Strategy, Strategy, Strategic Financial..., Competitive Analysis, Leadership, Financial Advisory, Bonds, Management, Financial Modeling, Trading, Valuation, Equities, Private Equity, Financial Analysis, Finance, Due Diligence, Portfolio Management, Asset Management
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Management
Duke University 2003 — 2007
Bachelor of Science; B.A, Economics; Math
Alethea Capital Management, LLC May 2011 - Present
CHARLES SCHWAB & CO., INC June 2010 - August 2010
UBS FINANCIAL SERVICES INC July 2007 - June 2009
LEHMAN BROTHERS INC May 2006 - July 2006
Skills
Fixed Income, Investments, Hedge Funds, Mutual Funds, Wealth Management, Start-ups, Business Strategy, Strategy, Strategic Financial..., Competitive Analysis, Leadership, Financial Advisory, Bonds, Management, Financial Modeling, Trading, Valuation, Equities, Private Equity, Financial Analysis, Finance, Due Diligence, Portfolio Management, Asset Management
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Management
Duke University 2003 — 2007
Bachelor of Science; B.A, Economics; Math
Bill Blanchard Bill Blanchard's Lehman Brothers Inc. Experience January 1999 - January 2000
Job Relationship ManagerPrivate Banking USA at Credit Suisse
Industry Financial Services
Experience
Credit Suisse August 2012 - Present
Bessemer Trust Company, N.A January 2006 - August 2012
JPMorgan Chase & Co January 2001 - January 2006
William Blair & Company, LLC January 2000 - January 2001
Lehman Brothers, Inc January 1999 - January 2000
The John Marshall Law School January 1992 - January 1996
Skills
Private Banking, Strategic Financial..., Account Management, Trust Services, Investment Advisory, Investment Management, Investment Advisory..., Hedge Funds, Fixed Income, Series 7, Equities, Mutual Funds, Hedging, Insurance, Portfolio Management
Education
Georgetown University
Bachelor of Science (BS), Psychology and Economics
Georgetown University Law Center
Doctor of Law (JD)
Credit Suisse August 2012 - Present
Bessemer Trust Company, N.A January 2006 - August 2012
JPMorgan Chase & Co January 2001 - January 2006
William Blair & Company, LLC January 2000 - January 2001
Lehman Brothers, Inc January 1999 - January 2000
The John Marshall Law School January 1992 - January 1996
Skills
Private Banking, Strategic Financial..., Account Management, Trust Services, Investment Advisory, Investment Management, Investment Advisory..., Hedge Funds, Fixed Income, Series 7, Equities, Mutual Funds, Hedging, Insurance, Portfolio Management
Education
Georgetown University
Bachelor of Science (BS), Psychology and Economics
Georgetown University Law Center
Doctor of Law (JD)
Juliana Stephan's Lehman Brothers Inc. Experience September 2008 - June 2011
Job Consultant
Industry Financial Services
Experience
New Jersey Credit Union League November 2014 - Present
Bloomberg LP July 2014 - November 2014
Lehman Brothers Inc September 2008 - June 2011
ALPFA New Jersey January 2008 - April 2011
JPMorgan Chase June 2010 - September 2010
Verizon Connected Solutions 2007 - 2007
Skills
Cooking, Fitness, Blogging, Healthy Eating, Healthy Lifestyles, Food Industry, Highly motivated..., Analysis, Fundraising, Recipes, Nutrition, Food, Data Analysis, Customer Service, Management, Microsoft Excel, Accounting, Financial Analysis, PowerPoint, Risk Management
Education
French Culinary Institute 2012 — 2012
Rutgers University in Newark, The State University of New Jersey 2007 — 2011
Bachelor of Science, Finance and Accounting
New Jersey Credit Union League November 2014 - Present
Bloomberg LP July 2014 - November 2014
Lehman Brothers Inc September 2008 - June 2011
ALPFA New Jersey January 2008 - April 2011
JPMorgan Chase June 2010 - September 2010
Verizon Connected Solutions 2007 - 2007
Skills
Cooking, Fitness, Blogging, Healthy Eating, Healthy Lifestyles, Food Industry, Highly motivated..., Analysis, Fundraising, Recipes, Nutrition, Food, Data Analysis, Customer Service, Management, Microsoft Excel, Accounting, Financial Analysis, PowerPoint, Risk Management
Education
French Culinary Institute 2012 — 2012
Rutgers University in Newark, The State University of New Jersey 2007 — 2011
Bachelor of Science, Finance and Accounting
Frank Gullo Frank Gullo's Lehman Brothers Inc. Experience February 2001 - September 2008
Job FATCA Consultant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2014 - Present
BNP Paribas October 2008 - 2010
Lehman Brothers Inc February 2001 - September 2008
Smith Barney Inc September 1994 - January 2001
Skills
Customer Service, Microsoft Office, Leadership, Microsoft Word, Public Speaking, Team Building, Research, Analysis, Finance, Process Improvement, Business Analysis, Project Management, Sales, Tax, Financial Services, Investments, Securities, Consulting, Equities, PowerPoint, Marketing
Education
City University of New York-Hunter College 1981 — 1982
Kingsborough Community College 1977 — 1981
Associate's Degree, Liberal Arts
BNY Mellon December 2014 - Present
BNP Paribas October 2008 - 2010
Lehman Brothers Inc February 2001 - September 2008
Smith Barney Inc September 1994 - January 2001
Skills
Customer Service, Microsoft Office, Leadership, Microsoft Word, Public Speaking, Team Building, Research, Analysis, Finance, Process Improvement, Business Analysis, Project Management, Sales, Tax, Financial Services, Investments, Securities, Consulting, Equities, PowerPoint, Marketing
Education
City University of New York-Hunter College 1981 — 1982
Kingsborough Community College 1977 — 1981
Associate's Degree, Liberal Arts
Theo Burger Theo Burger's Lehman Brothers Inc. Experience May 1980 - April 1993
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 1993 - Present
Lehman Brothers, Inc May 1980 - April 1993
Bear, Stearns & Co., Inc September 1978 - May 1980
Prudential-Bache Securities, Inc. September 1976 - December 1978
Skills
Investments, Private Equity, Financial Modeling, Business Development, Securities, Equities, Financial Analysis, Due Diligence, Strategic Planning, Venture Capital, Fixed Income, Investment Strategies, Mutual Funds, Strategy, Insurance, Risk Management, Corporate Finance, Alternative Investments, Start-ups, Corporate Development
Education
NYU 1980 — 1982
International Business/Trade/Commerce
The Hague College 1955 — 1960
Business/Managerial Economics
Wells Fargo Advisors, LLC April 1993 - Present
Lehman Brothers, Inc May 1980 - April 1993
Bear, Stearns & Co., Inc September 1978 - May 1980
Prudential-Bache Securities, Inc. September 1976 - December 1978
Skills
Investments, Private Equity, Financial Modeling, Business Development, Securities, Equities, Financial Analysis, Due Diligence, Strategic Planning, Venture Capital, Fixed Income, Investment Strategies, Mutual Funds, Strategy, Insurance, Risk Management, Corporate Finance, Alternative Investments, Start-ups, Corporate Development
Education
NYU 1980 — 1982
International Business/Trade/Commerce
The Hague College 1955 — 1960
Business/Managerial Economics
Peter Kellner Peter Kellner's Lehman Brothers Inc. Experience October 2005 - September 2008
Job Senior Business Analyst at IntercontinentalExchange Inc
Industry Financial Services
Experience
IntercontinentalExchange, Inc. October 2010 - Present
Creditex September 2008 - October 2010
Lehman Brothers Inc October 2005 - September 2008
Skills
CDS, Derivatives, Fixed Income, Credit, Middle Office, Mutual Funds, Equities, Credit Derivatives, Swaps, Bloomberg, Trading, Data Analysis, Process Improvement, SQL, Operations Management, Business Analysis, Microsoft Excel, Risk Management, Trading Systems, Settlement, Analysis
Education
Bryant University 2001 — 2005
· Bachelor of Science, Business Administration; Finance, Applied Statistics
IntercontinentalExchange, Inc. October 2010 - Present
Creditex September 2008 - October 2010
Lehman Brothers Inc October 2005 - September 2008
Skills
CDS, Derivatives, Fixed Income, Credit, Middle Office, Mutual Funds, Equities, Credit Derivatives, Swaps, Bloomberg, Trading, Data Analysis, Process Improvement, SQL, Operations Management, Business Analysis, Microsoft Excel, Risk Management, Trading Systems, Settlement, Analysis
Education
Bryant University 2001 — 2005
· Bachelor of Science, Business Administration; Finance, Applied Statistics
Sean Kraus Sean Kraus's Lehman Brothers Inc. Experience June 1997 - September 1999
Job Senior Vice President, Portfolio Manager at Whittier Trust Company
Industry Investment Management
Experience
Whittier Trust Company August 2014 - Present
Credit Suisse May 2012 - August 2014
CitizensTrust June 2009 - May 2012
Provident Investment Counsel May 2000 - December 2008
Lehman Brothers Inc. June 1997 - September 1999
Skills
Portfolio Management, Fixed Income, Equities, Asset Allocation, Wealth Management, Macroeconomics, Investments, Hedge Funds, Financial Modeling, Alternative Investments, Investment Strategies, Asset Managment, Valuation, Private Equity, Mutual Funds, Asset Management, Bloomberg, Equity Research, Financial Risk, Strategy
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Finance, Accounting & Marketing
Emory University School of Law 1986 — 1989
J.D., Law
The Johns Hopkins University 1982 — 1986
B.A., International Studies
Whittier Trust Company August 2014 - Present
Credit Suisse May 2012 - August 2014
CitizensTrust June 2009 - May 2012
Provident Investment Counsel May 2000 - December 2008
Lehman Brothers Inc. June 1997 - September 1999
Skills
Portfolio Management, Fixed Income, Equities, Asset Allocation, Wealth Management, Macroeconomics, Investments, Hedge Funds, Financial Modeling, Alternative Investments, Investment Strategies, Asset Managment, Valuation, Private Equity, Mutual Funds, Asset Management, Bloomberg, Equity Research, Financial Risk, Strategy
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Finance, Accounting & Marketing
Emory University School of Law 1986 — 1989
J.D., Law
The Johns Hopkins University 1982 — 1986
B.A., International Studies
Dustin Moniez's Lehman Brothers Inc. Experience 2004 - 2006
Job Administrative and Client Service Specialist
Industry Financial Services
Experience
Mariner Wealth Advisors LLC 2011 - 2013
Lazard Capital Markets LLC 2008 - 2009
Morgan Stanley 2006 - 2007
Lehman Brothers Inc 2004 - 2006
Susquehanna Financial Group January 2003 - June 2003
The Gillette Company January 2002 - June 2002
Skills
Customer Service, Operations Management, Project Management, Account Reconciliation, Alternative Investments, Business Process..., Asset Management, Process Control, Salesforce.com, Sales Operations, Customer Experience, Problem Analysis, Problem Management, Team-oriented, Accurate Data Entry, Customer Support, Fixed Income, Securities, Financial Services, Investments, Client, Client Co-ordination, Customer Oriented, Customer Analysis, Reports, Orion, Problem Solving, Collaborative Problem..., Intuition, Project Planning, Marketing Communications
Education
Northeastern University 1999 — 2004
Bachelor of Science, Business Administration; Finance and International Business
Mariner Wealth Advisors LLC 2011 - 2013
Lazard Capital Markets LLC 2008 - 2009
Morgan Stanley 2006 - 2007
Lehman Brothers Inc 2004 - 2006
Susquehanna Financial Group January 2003 - June 2003
The Gillette Company January 2002 - June 2002
Skills
Customer Service, Operations Management, Project Management, Account Reconciliation, Alternative Investments, Business Process..., Asset Management, Process Control, Salesforce.com, Sales Operations, Customer Experience, Problem Analysis, Problem Management, Team-oriented, Accurate Data Entry, Customer Support, Fixed Income, Securities, Financial Services, Investments, Client, Client Co-ordination, Customer Oriented, Customer Analysis, Reports, Orion, Problem Solving, Collaborative Problem..., Intuition, Project Planning, Marketing Communications
Education
Northeastern University 1999 — 2004
Bachelor of Science, Business Administration; Finance and International Business
Kimberly Simon Kimberly Simon's Lehman Brothers Inc. Experience March 2006 - September 2008
Job Executive Assistant at Siemens Healthcare
Industry Financial Services
Experience
Siemens Healthcare October 2013 - Present
Parents for Educational Freedom in North Carolina January 2013 - October 2013
ABInBev September 2011 - July 2012
TD Ameritrade May 2011 - July 2011
Barclays Wealth Americas September 2008 - May 2011
Lehman Brothers Inc March 2006 - September 2008
American Lung Association March 2002 - March 2006
American Lung Association March 2002 - March 2006
American Lung Association January 2001 - March 2002
Skills
Fundraising, Travel Arrangements, Spreadsheets, PowerPoint, Office Management, Microsoft Office, Data Entry, Customer Service, Microsoft Word, Research, Philanthropy, Social Networking, Time Management, Meeting Planning, File Management, Event Planning, Management, Microsoft Excel, Leadership, Administration, Nonprofits
Education
Keller Graduate School of Management of DeVry University 2014 — 2016
Master's Degree, Human Resources Management
Metropolitan College of New York 2005 — 2007
Bachelor's, Business Administration
Siemens Healthcare October 2013 - Present
Parents for Educational Freedom in North Carolina January 2013 - October 2013
ABInBev September 2011 - July 2012
TD Ameritrade May 2011 - July 2011
Barclays Wealth Americas September 2008 - May 2011
Lehman Brothers Inc March 2006 - September 2008
American Lung Association March 2002 - March 2006
American Lung Association March 2002 - March 2006
American Lung Association January 2001 - March 2002
Skills
Fundraising, Travel Arrangements, Spreadsheets, PowerPoint, Office Management, Microsoft Office, Data Entry, Customer Service, Microsoft Word, Research, Philanthropy, Social Networking, Time Management, Meeting Planning, File Management, Event Planning, Management, Microsoft Excel, Leadership, Administration, Nonprofits
Education
Keller Graduate School of Management of DeVry University 2014 — 2016
Master's Degree, Human Resources Management
Metropolitan College of New York 2005 — 2007
Bachelor's, Business Administration
Cara Kennedy's Lehman Brothers Inc. Experience 2006 - 2007
Job Vice President Principal Product Manager
Industry Financial Services
Experience
Pershing April 2007 - Present
Lehman Brothers Inc. 2006 - 2007
Pershing 2005 - 2006
Pershing, a BNY Mellon company 2004 - 2005
Pershing 2002 - 2004
iNautix Technologies 2000 - 2002
Brown Brothers Harriman 1999 - 2000
Brown Brothers Harriman 1998 - 1999
Brown Brothers Harriman 1997 - 1998
The Bank of New York 1994 - 1996
Skills
Program Management, PMP, Financial Services, Business Analysis, Analysis, Risk Management, Cross-functional Team..., Outsourcing, Market Data, Vendor Management, Contract Negotiation, Series 7, Governance, Finance, Project Planning, Product Management, Budgets, IT Management, Research Aggregation, Business Results, People Management, Cost Management, Customer Leadership, Strategic Planning, Client Liaison, Tactical Planning, Technical Analysis, Technical Project..., Technical Leadership, Portfolio Management, SDLC, IT Strategy, Vendor Relationship...
Education
Boston College 1989 — 1993
Bachelor of Arts (B.A.)
Pershing April 2007 - Present
Lehman Brothers Inc. 2006 - 2007
Pershing 2005 - 2006
Pershing, a BNY Mellon company 2004 - 2005
Pershing 2002 - 2004
iNautix Technologies 2000 - 2002
Brown Brothers Harriman 1999 - 2000
Brown Brothers Harriman 1998 - 1999
Brown Brothers Harriman 1997 - 1998
The Bank of New York 1994 - 1996
Skills
Program Management, PMP, Financial Services, Business Analysis, Analysis, Risk Management, Cross-functional Team..., Outsourcing, Market Data, Vendor Management, Contract Negotiation, Series 7, Governance, Finance, Project Planning, Product Management, Budgets, IT Management, Research Aggregation, Business Results, People Management, Cost Management, Customer Leadership, Strategic Planning, Client Liaison, Tactical Planning, Technical Analysis, Technical Project..., Technical Leadership, Portfolio Management, SDLC, IT Strategy, Vendor Relationship...
Education
Boston College 1989 — 1993
Bachelor of Arts (B.A.)
Calixto M. (Lito) Escobar Jr Calixto M. (Lito) Escobar Jr's Lehman Brothers Inc. Experience September 1999 - September 2008
Job MBS Financial Senior Analyst
Industry Investment Banking
Experience
Barclays Capital Inc. / Lehman Brothers Inc. (TSA) September 2008 - October 2010
Lehman Brothers Inc. September 1999 - September 2008
Goldman Sachs May 1999 - September 1999
Donaldson Lufkins and Jenerette November 1986 - May 1999
Chemical Bank September 1978 - December 1988
Bank of New York October 1980 - November 1986
Lincoln First Commercial Corporation March 1979 - October 1980
Skills
Excelllent Problem...
Education
Far Eastern University
Bachelor of Science in Commerce
Barclays Capital Inc. / Lehman Brothers Inc. (TSA) September 2008 - October 2010
Lehman Brothers Inc. September 1999 - September 2008
Goldman Sachs May 1999 - September 1999
Donaldson Lufkins and Jenerette November 1986 - May 1999
Chemical Bank September 1978 - December 1988
Bank of New York October 1980 - November 1986
Lincoln First Commercial Corporation March 1979 - October 1980
Skills
Excelllent Problem...
Education
Far Eastern University
Bachelor of Science in Commerce
Angelo Bruno CPA, MBA Angelo Bruno CPA, MBA's Lehman Brothers Inc. Experience June 1990 - February 1995
Job Vice President, Finance & Administration, CFO & Treasurer at Unarco Material Handling
Industry Executive Office
Experience
Unarco Material Handling January 2013 - Present
Broadcast Music, Inc. February 1995 - December 2012
Lehman Brothers Inc June 1990 - February 1995
Ernst & Young August 1985 - June 1990
Skills
Financial Analysis, Accounting, Financial Planning, Budgeting, Controllers, Forecasting, Strategic Planning, Financial Reporting, Financial Modeling, Risk Management, Process Improvement, Analysis, Cash Management, Mergers, Strategic Financial..., Team Leadership, Team Building, Budgets, Music Publishing, Mergers & Acquisitions, Income Statement, Auditing, Contract Negotiation, Sarbanes-Oxley Act, Licensing, Strategy, Due Diligence, Executive Management, Business Analysis, Investments, Music Licensing, Start-ups, Business Planning, Management, Leadership, Managerial Finance, Internal Controls, Internal Audit, ERP, Banking, Account Reconciliation, Restructuring, Finance, Payroll, Cash Flow, Accounts Payable, Cost Accounting, Human Resources, Employee Benefits, Insurance
Education
Belmont University - Jack C. Massey Graduate School of Business 1998 — 2000
MBA, Business Administration and Management, 3.85
Long Island University 1981 — 1985
BS, Accounting
Unarco Material Handling January 2013 - Present
Broadcast Music, Inc. February 1995 - December 2012
Lehman Brothers Inc June 1990 - February 1995
Ernst & Young August 1985 - June 1990
Skills
Financial Analysis, Accounting, Financial Planning, Budgeting, Controllers, Forecasting, Strategic Planning, Financial Reporting, Financial Modeling, Risk Management, Process Improvement, Analysis, Cash Management, Mergers, Strategic Financial..., Team Leadership, Team Building, Budgets, Music Publishing, Mergers & Acquisitions, Income Statement, Auditing, Contract Negotiation, Sarbanes-Oxley Act, Licensing, Strategy, Due Diligence, Executive Management, Business Analysis, Investments, Music Licensing, Start-ups, Business Planning, Management, Leadership, Managerial Finance, Internal Controls, Internal Audit, ERP, Banking, Account Reconciliation, Restructuring, Finance, Payroll, Cash Flow, Accounts Payable, Cost Accounting, Human Resources, Employee Benefits, Insurance
Education
Belmont University - Jack C. Massey Graduate School of Business 1998 — 2000
MBA, Business Administration and Management, 3.85
Long Island University 1981 — 1985
BS, Accounting
Eric Cheng Eric Cheng's Lehman Brothers Inc. Experience 1997 - 2000
Job Senior Managing Director, Head of Healthcare Investment Banking at Maxim Group LLC
Industry Investment Banking
Experience
BMO Capital Markets Corp. 2005 - 2011
WR Hambrecht & Co., LLC 2002 - 2005
Deutsche Bank Securities Inc. 2000 - 2002
Lehman Brothers Inc. 1997 - 2000
Lehman Brothers Inc. 1996 - 1996
Prudential Realty Group 1993 - 1995
Deloitte & Touche LLP 1992 - 1993
Education
Columbia University - Columbia Business School 1995 — 1997
MBA
University of California, Los Angeles 1987 — 1992
B.A.
BMO Capital Markets Corp. 2005 - 2011
WR Hambrecht & Co., LLC 2002 - 2005
Deutsche Bank Securities Inc. 2000 - 2002
Lehman Brothers Inc. 1997 - 2000
Lehman Brothers Inc. 1996 - 1996
Prudential Realty Group 1993 - 1995
Deloitte & Touche LLP 1992 - 1993
Education
Columbia University - Columbia Business School 1995 — 1997
MBA
University of California, Los Angeles 1987 — 1992
B.A.
James DeMarco James DeMarco's Lehman Brothers Inc. Experience July 1988 - January 1993
Job Technician at Enhancement Systems Central Vacuum Installations
Industry Financial Services
Experience
Enhancement Systems Central Vacuum Installations December 2013 - Present
Guardian Power Cleaning, Inc. December 2009 - December 2013
Hanemann Trading July 2000 - May 2009
Rudolph Wolf January 1995 - January 2000
Smith Barney, Inc January 1993 - January 1995
Shearson Lehman Hutton, Inc July 1988 - January 1993
Lehman Brothers, Inc July 1988 - January 1993
Pathmark Supermarket January 1984 - July 1988
Skills
Commodities, Trading, Customer Service, Commodity, Inventory Management, Technical Analysis, Options, Bloomberg, Trading Systems, Financial Markets, Proprietary Trading, Hedging, Commodity Markets, Swaps, Electronic Trading
Education
Smith & Solomon Commercial Driver Training 2014 — 2014
Received Comercial Drivers License- Class B License
Middlesex County College 1986 — 1988
Associates Degree, Business Management
Enhancement Systems Central Vacuum Installations December 2013 - Present
Guardian Power Cleaning, Inc. December 2009 - December 2013
Hanemann Trading July 2000 - May 2009
Rudolph Wolf January 1995 - January 2000
Smith Barney, Inc January 1993 - January 1995
Shearson Lehman Hutton, Inc July 1988 - January 1993
Lehman Brothers, Inc July 1988 - January 1993
Pathmark Supermarket January 1984 - July 1988
Skills
Commodities, Trading, Customer Service, Commodity, Inventory Management, Technical Analysis, Options, Bloomberg, Trading Systems, Financial Markets, Proprietary Trading, Hedging, Commodity Markets, Swaps, Electronic Trading
Education
Smith & Solomon Commercial Driver Training 2014 — 2014
Received Comercial Drivers License- Class B License
Middlesex County College 1986 — 1988
Associates Degree, Business Management
Kimberly Emery's Lehman Brothers Inc. Experience March 2004 - March 2007
Job Experienced Administrative Professional with over 15 years of experience working in excellence.
Industry Executive Office
Experience
The Home Depot February 2014 - Present
LegalShield October 2009 - February 2014
High Meadows School August 2010 - June 2011
Better World Books September 2007 - January 2009
Lehman Brothers Inc March 2004 - March 2007
Fimat USA, Inc April 2001 - February 2004
Skills
Social Networking, Event Planning, Public Speaking, Customer Service, Employee Benefits, Coaching, Research, Writing, Knowledgeable in..., Small Business, Leadership Development, Time Management, Microsoft Excel, Community Outreach, Newsletters, Human Resources, Management, Sales, Training, Nonprofits
Education
Laguardia Community College 1996 — 1997
The Home Depot February 2014 - Present
LegalShield October 2009 - February 2014
High Meadows School August 2010 - June 2011
Better World Books September 2007 - January 2009
Lehman Brothers Inc March 2004 - March 2007
Fimat USA, Inc April 2001 - February 2004
Skills
Social Networking, Event Planning, Public Speaking, Customer Service, Employee Benefits, Coaching, Research, Writing, Knowledgeable in..., Small Business, Leadership Development, Time Management, Microsoft Excel, Community Outreach, Newsletters, Human Resources, Management, Sales, Training, Nonprofits
Education
Laguardia Community College 1996 — 1997
Sonali Mukhija Sonali Mukhija's Lehman Brothers Inc. Experience April 2007 - October 2008
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse November 2008 - Present
Lehman Brothers Inc April 2007 - October 2008
JP Morgan Chase 2005 - 2007
GE Capital 2003 - 2005
Skills
Integration, Business Intelligence, Data Warehousing, Fixed Income, Business Analysis, Business Requirements, Requirements Gathering
Education
New York University 2006 — 2007
Risk Management, Major : Capital Markets & Fixed Income Securities
Kurukshetra University 2000 — 2003
MCA, Computer Science & Applications
Credit Suisse November 2008 - Present
Lehman Brothers Inc April 2007 - October 2008
JP Morgan Chase 2005 - 2007
GE Capital 2003 - 2005
Skills
Integration, Business Intelligence, Data Warehousing, Fixed Income, Business Analysis, Business Requirements, Requirements Gathering
Education
New York University 2006 — 2007
Risk Management, Major : Capital Markets & Fixed Income Securities
Kurukshetra University 2000 — 2003
MCA, Computer Science & Applications
Jay Casey's Lehman Brothers Inc. Experience July 2000 - June 2004
Job President & CoFounder at Intellectus Partners, LLC
Industry Investment Management
Experience
Intellectus Partners, LLC June 2015 - Present
Deutsche Bank Alex. Brown June 2004 - June 2015
Lehman Brothers, Inc July 2000 - June 2004
Sasin Graduate Institute of Business Administration 1999 - 2000
Manulife Financial 1997 - 1999
Skills
Equities, Private Equity, Asset Managment, Venture Capital, CDS, Wealth, Hedge Funds, Fixed Income, Investment Banking, Capital Markets, Alternative Investments, Valuation, Derivatives, Financial Modeling, Investments, Portfolio Management, Credit Derivatives, Bloomberg, Corporate Finance, Structured Products, Asset Management, Wealth Management, Commodity, Hedging, Financial Services, Options
Education
Duke University - Fuqua School of Business 1998 — 2000
MBA, Finance, Entrepreneurship
Chulalongkorn University 1999 — 2000
MBA, International Finance
Appalachian State University 1990 — 1995
BA, English - Economics Minor
Abingdon High School 1985 — 1990
Intellectus Partners, LLC June 2015 - Present
Deutsche Bank Alex. Brown June 2004 - June 2015
Lehman Brothers, Inc July 2000 - June 2004
Sasin Graduate Institute of Business Administration 1999 - 2000
Manulife Financial 1997 - 1999
Skills
Equities, Private Equity, Asset Managment, Venture Capital, CDS, Wealth, Hedge Funds, Fixed Income, Investment Banking, Capital Markets, Alternative Investments, Valuation, Derivatives, Financial Modeling, Investments, Portfolio Management, Credit Derivatives, Bloomberg, Corporate Finance, Structured Products, Asset Management, Wealth Management, Commodity, Hedging, Financial Services, Options
Education
Duke University - Fuqua School of Business 1998 — 2000
MBA, Finance, Entrepreneurship
Chulalongkorn University 1999 — 2000
MBA, International Finance
Appalachian State University 1990 — 1995
BA, English - Economics Minor
Abingdon High School 1985 — 1990
Stephen Wasserman's Lehman Brothers Inc. Experience August 1993 - September 1993
Job Vice President, Sales and Client Services at AcademixDirect, Inc.
Industry Internet
Experience
AcademixDirect, Inc. December 2014 - Present
Tightrope Interactive, Inc. May 2013 - July 2014
Colliers-International September 2012 - May 2013
Buysight, Inc. January 2012 - June 2012
Monster April 2008 - August 2011
Colliers-International July 2004 - March 2008
City and County of San Francisco January 2000 - September 2002
Whitney Cressman Limited April 1995 - September 2002
Cannell Capital Management January 1995 - March 1995
Lehman Brothers, Inc August 1993 - September 1993
Skills
Traffic Generation, Driving Revenue, Sales Management, Affiliate Marketing, Strategy, Business Development, New Business Development, Email Marketing, Media Buying, Product Marketing, SEO, Strategic Partnerships, Online Advertising, Start-ups, Marketing, CRM, Team Management, Management, Negotiation, Lead Generation, Web Marketing, PPC, Social Media Marketing, SEM, Online Marketing
Education
ESCP Europe
MBA, Finance
Tulane University - A.B. Freeman School of Business
Bachelor of Science in Management, Finance
Hautes Etude Commercial
International Management Center
St. Ignatius
Town
AcademixDirect, Inc. December 2014 - Present
Tightrope Interactive, Inc. May 2013 - July 2014
Colliers-International September 2012 - May 2013
Buysight, Inc. January 2012 - June 2012
Monster April 2008 - August 2011
Colliers-International July 2004 - March 2008
City and County of San Francisco January 2000 - September 2002
Whitney Cressman Limited April 1995 - September 2002
Cannell Capital Management January 1995 - March 1995
Lehman Brothers, Inc August 1993 - September 1993
Skills
Traffic Generation, Driving Revenue, Sales Management, Affiliate Marketing, Strategy, Business Development, New Business Development, Email Marketing, Media Buying, Product Marketing, SEO, Strategic Partnerships, Online Advertising, Start-ups, Marketing, CRM, Team Management, Management, Negotiation, Lead Generation, Web Marketing, PPC, Social Media Marketing, SEM, Online Marketing
Education
ESCP Europe
MBA, Finance
Tulane University - A.B. Freeman School of Business
Bachelor of Science in Management, Finance
Hautes Etude Commercial
International Management Center
St. Ignatius
Town
Annie Hendrickson's Lehman Brothers Inc. Experience September 2002 - June 2005
Job
Industry Consumer Goods
Experience
Kraft Foods October 2009 - Present
Kraft Foods August 2008 - October 2009
Piper Jaffray 2007 - 2007
Alan K. Campbell Public Affairs Institute August 2005 - May 2006
Lehman Brothers Inc. September 2002 - June 2005
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
MBA, Finance, Entrepreneurship
Syracuse University 2005 — 2006
MPA, State and Local Government Financial Analysis and Management
Columbia University in the City of New York 1996 — 2000
AB, Psychology
Kraft Foods October 2009 - Present
Kraft Foods August 2008 - October 2009
Piper Jaffray 2007 - 2007
Alan K. Campbell Public Affairs Institute August 2005 - May 2006
Lehman Brothers Inc. September 2002 - June 2005
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
MBA, Finance, Entrepreneurship
Syracuse University 2005 — 2006
MPA, State and Local Government Financial Analysis and Management
Columbia University in the City of New York 1996 — 2000
AB, Psychology
jasmine dalia's Lehman Brothers Inc. Experience May 2007 - June 2008
Job Project Manager
Industry Banking
Experience
Apex Technologies ( Clients:IIE,KPMG,Viacom- MTV,Barneys NY,Steve Madden) May 2008 - Present
Lehman Brothers Inc May 2007 - June 2008
Polo Ralph Lauren,Kenneth Cole Productoons June 2002 - May 2007
Kenneth Cole Productions 2005 - 2007
Education
Zicklin School of Business ( Baruch Bernard College) 2005 — 2008
MBA, Finance
New Jersey Institute of Technology 2000 — 2002
Masters, Management Information Systems
Apex Technologies ( Clients:IIE,KPMG,Viacom- MTV,Barneys NY,Steve Madden) May 2008 - Present
Lehman Brothers Inc May 2007 - June 2008
Polo Ralph Lauren,Kenneth Cole Productoons June 2002 - May 2007
Kenneth Cole Productions 2005 - 2007
Education
Zicklin School of Business ( Baruch Bernard College) 2005 — 2008
MBA, Finance
New Jersey Institute of Technology 2000 — 2002
Masters, Management Information Systems
Patrick Egeonu's Lehman Brothers Inc. Experience July 2001 - July 2003
Job Real Estate Investments at Assurant
Industry Real Estate
Experience
Assurant May 2015 - Present
Silverstein Properties July 2011 - May 2015
Canyon Capital Advisors October 2009 - June 2011
UrbanAmerica, L.P. July 2007 - October 2009
Thomson Financial February 2004 - July 2005
Lehman Brothers Inc July 2001 - July 2003
Skills
Valuation, Financial Modeling, Private Equity, Asset Managment, Due Diligence, Real Estate Economics, Investments, Capital Markets, Hedge Funds, Real Estate Private..., Financial Analysis, Investment Banking, Real Estate Development, Equities, Alternative Investments, Asset Management, Investment Properties, Commercial Real Estate, Securities, Real Estate, Underwriting, Portfolio Management, Loans, Disposition, Mergers & Acquisitions, Real Estate Financing, Financial Structuring, Finance, Leases, Joint Ventures, Real Estate Transactions, Acquisitions, Negotiation, Structured Finance, Management
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
Amherst College 1997 — 2001
BA
Loomis Chaffee School 1993 — 1997
Assurant May 2015 - Present
Silverstein Properties July 2011 - May 2015
Canyon Capital Advisors October 2009 - June 2011
UrbanAmerica, L.P. July 2007 - October 2009
Thomson Financial February 2004 - July 2005
Lehman Brothers Inc July 2001 - July 2003
Skills
Valuation, Financial Modeling, Private Equity, Asset Managment, Due Diligence, Real Estate Economics, Investments, Capital Markets, Hedge Funds, Real Estate Private..., Financial Analysis, Investment Banking, Real Estate Development, Equities, Alternative Investments, Asset Management, Investment Properties, Commercial Real Estate, Securities, Real Estate, Underwriting, Portfolio Management, Loans, Disposition, Mergers & Acquisitions, Real Estate Financing, Financial Structuring, Finance, Leases, Joint Ventures, Real Estate Transactions, Acquisitions, Negotiation, Structured Finance, Management
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
Amherst College 1997 — 2001
BA
Loomis Chaffee School 1993 — 1997
Joseph Kren's Lehman Brothers Inc. Experience 1996 - 2001
Job SVP IT Director at Citibank NA
Industry Financial Services
Experience
Citibank NA March 2010 - Present
K and K Associates, LLC August 2007 - March 2010
SunTrust Bank 2008 - 2009
Pfizer Pharmaceuticals 2007 - 2008
JPMorgan Chase May 2001 - July 2007
Lehman Brothers, Inc 1996 - 2001
JP Morgan April 1992 - April 1996
Skills
Business Continuity, Process Simulation, Infrastructure, System Administration, Vendor Management, ITIL, Management, Change Management, Outsourcing, Strategy, Project Portfolio..., Business Process..., Integration, Project Planning, PMO, MS Project, Leadership, Budgets, Process Improvement, SDLC, IT Strategy, Program Management, Telecommunications, Strategic Planning, Analysis, Management Consulting, Business Development, Project Delivery, Risk Management, IT Operations, Team Building, Analytics, Governance, Networking, IT Management, Business Analysis
Education
New York University - Leonard N. Stern School of Business 1978 — 1982
MBA
City University of New York City College 1973 — 1976
BA
Citibank NA March 2010 - Present
K and K Associates, LLC August 2007 - March 2010
SunTrust Bank 2008 - 2009
Pfizer Pharmaceuticals 2007 - 2008
JPMorgan Chase May 2001 - July 2007
Lehman Brothers, Inc 1996 - 2001
JP Morgan April 1992 - April 1996
Skills
Business Continuity, Process Simulation, Infrastructure, System Administration, Vendor Management, ITIL, Management, Change Management, Outsourcing, Strategy, Project Portfolio..., Business Process..., Integration, Project Planning, PMO, MS Project, Leadership, Budgets, Process Improvement, SDLC, IT Strategy, Program Management, Telecommunications, Strategic Planning, Analysis, Management Consulting, Business Development, Project Delivery, Risk Management, IT Operations, Team Building, Analytics, Governance, Networking, IT Management, Business Analysis
Education
New York University - Leonard N. Stern School of Business 1978 — 1982
MBA
City University of New York City College 1973 — 1976
BA
Donald Stevenson's Lehman Brothers Inc. Experience 1997 - 2000
Job
Industry Information Technology and Services
Experience
HealthPlan Services April 2013 - July 2014
BBVA Compass April 2011 - April 2013
BBVA Compass 2010 - April 2011
TEKsystems 2010 - 2011
Exeter Group 2009 - 2010
CareSource Management Group 2009 - 2010
Marsh 2004 - 2008
JPMorgan Chase 2001 - 2002
Metlife 2000 - 2000
Lehman Brothers Inc 1997 - 2000
Skills
Project Management, Program Management, Business Process, Business Development, Business Analysis, Project Portfolio..., PMP, Change Management, PMO, Management, Banking, Budgets, Consulting, Risk Management, Business Transformation, Strategic Planning, Vendor Management
Education
Auburn University at Montgomery
BSBA, Finance
London School of Economics and Political Science, U. of London
MSc., International Accounting and Finance
HealthPlan Services April 2013 - July 2014
BBVA Compass April 2011 - April 2013
BBVA Compass 2010 - April 2011
TEKsystems 2010 - 2011
Exeter Group 2009 - 2010
CareSource Management Group 2009 - 2010
Marsh 2004 - 2008
JPMorgan Chase 2001 - 2002
Metlife 2000 - 2000
Lehman Brothers Inc 1997 - 2000
Skills
Project Management, Program Management, Business Process, Business Development, Business Analysis, Project Portfolio..., PMP, Change Management, PMO, Management, Banking, Budgets, Consulting, Risk Management, Business Transformation, Strategic Planning, Vendor Management
Education
Auburn University at Montgomery
BSBA, Finance
London School of Economics and Political Science, U. of London
MSc., International Accounting and Finance
Jessie Li's Lehman Brothers Inc. Experience 2005 - 2008
Job AVP at Deutsche Bank
Industry Information Technology and Services
Experience
Deutsche Bank July 2008 - Present
Computer Associates 2008 - 2008
Lehman Brothers Inc 2005 - 2008
Securities Industry Automation Corporation (NYSE Group, Inc) 2004 - 2005
United States Department of Education 2004 - 2004
ALLSector Technology Group, Inc. 2003 - 2004
United States Department of Education 2003 - 2003
Skills
Perl, Java, SQL, JSP, HTML + CSS, XML, Oracle, Sybase, Crystal Reports, Weblogic, Web Design, Unix Shell Scripting, Adobe Fireworks, Flash Animation, Investment Banking, Trading Systems, Release Management, Business Analysis, Project Management, SDLC
Education
Polytechnic University
Master's Degree
State University of New York at Stony Brook
Bachelor's Degree
Deutsche Bank July 2008 - Present
Computer Associates 2008 - 2008
Lehman Brothers Inc 2005 - 2008
Securities Industry Automation Corporation (NYSE Group, Inc) 2004 - 2005
United States Department of Education 2004 - 2004
ALLSector Technology Group, Inc. 2003 - 2004
United States Department of Education 2003 - 2003
Skills
Perl, Java, SQL, JSP, HTML + CSS, XML, Oracle, Sybase, Crystal Reports, Weblogic, Web Design, Unix Shell Scripting, Adobe Fireworks, Flash Animation, Investment Banking, Trading Systems, Release Management, Business Analysis, Project Management, SDLC
Education
Polytechnic University
Master's Degree
State University of New York at Stony Brook
Bachelor's Degree
Kenneth Going's Lehman Brothers Inc. Experience September 2004 - October 2008
Job Strategic Vendor Executive at Estee Lauder Group of Companies
Industry Financial Services
Experience
Estee Lauder Group of Companies October 2013 - Present
Going Global - Enterprise Sourcing Strategies LLC February 2012 - Present
Marsh & McLennan Companies, Inc. May 2012 - September 2013
Institute for Supply Management - NY 2006 - 2013
MF Global April 2009 - November 2011
Barclays Capital September 2008 - March 2009
Lehman Brothers Inc. September 2004 - October 2008
Pitney Bowes Inc. February 2002 - October 2003
Olsten Corp/Gentiva Health Services 1998 - 2002
Bell Atlantic 1996 - 1998
Skills
Strategic Sourcing, Spend Analysis, SharePoint, Procurement, IT Procurement, Outsourcing, Outsourcing Management, Program Management, Process Improvement, Oracle E-Business Suite, Vendor Management, Supplier Relationship..., Cost reduction and risk..., Spend/Procurement..., Spend Management, Category Management, Sourcing Strategy and..., Sourcing tool kits, Contract Negotiations, Spend Category analysis..., Offshore Services, eProcurement &..., MS Office
Education
Oxford Brookes University
BTEC, Executive management program
Bowling Green State University
BS, Production & Inventory Control, Procurement, MIS
Long Island University, C.W. Post Campus
Management
Half Hollow Hills HS
High School
Estee Lauder Group of Companies October 2013 - Present
Going Global - Enterprise Sourcing Strategies LLC February 2012 - Present
Marsh & McLennan Companies, Inc. May 2012 - September 2013
Institute for Supply Management - NY 2006 - 2013
MF Global April 2009 - November 2011
Barclays Capital September 2008 - March 2009
Lehman Brothers Inc. September 2004 - October 2008
Pitney Bowes Inc. February 2002 - October 2003
Olsten Corp/Gentiva Health Services 1998 - 2002
Bell Atlantic 1996 - 1998
Skills
Strategic Sourcing, Spend Analysis, SharePoint, Procurement, IT Procurement, Outsourcing, Outsourcing Management, Program Management, Process Improvement, Oracle E-Business Suite, Vendor Management, Supplier Relationship..., Cost reduction and risk..., Spend/Procurement..., Spend Management, Category Management, Sourcing Strategy and..., Sourcing tool kits, Contract Negotiations, Spend Category analysis..., Offshore Services, eProcurement &..., MS Office
Education
Oxford Brookes University
BTEC, Executive management program
Bowling Green State University
BS, Production & Inventory Control, Procurement, MIS
Long Island University, C.W. Post Campus
Management
Half Hollow Hills HS
High School
Nagamohan Metta's Lehman Brothers Inc. Experience 2005 - 2006
Job
Industry Computer Software
Experience
BNP Paribas June 2015 - Present
Citi November 2014 - Present
Soft Span, Inc. February 2003 - Present
S&P Capital IQ November 2013 - July 2014
Wyndham Worldwide May 2013 - 2013
Citigroup August 2010 - December 2012
Silicon Alley Group 2010 - 2012
Verizon Wireless July 2009 - July 2010
JPMorgan Chase July 2006 - 2009
Lehman Brothers, Inc 2005 - 2006
Skills
Agile Methodologies, FX Options, SDLC, Java, Software Project...
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2012
MBA
Cochin University of Science and Technology 1990 — 1992
Master of Science (M.Sc.)
Bangalore University 1987 — 1990
B.Sc
Kendriya Vidyalaya 1975 — 1987
XII
BNP Paribas June 2015 - Present
Citi November 2014 - Present
Soft Span, Inc. February 2003 - Present
S&P Capital IQ November 2013 - July 2014
Wyndham Worldwide May 2013 - 2013
Citigroup August 2010 - December 2012
Silicon Alley Group 2010 - 2012
Verizon Wireless July 2009 - July 2010
JPMorgan Chase July 2006 - 2009
Lehman Brothers, Inc 2005 - 2006
Skills
Agile Methodologies, FX Options, SDLC, Java, Software Project...
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2012
MBA
Cochin University of Science and Technology 1990 — 1992
Master of Science (M.Sc.)
Bangalore University 1987 — 1990
B.Sc
Kendriya Vidyalaya 1975 — 1987
XII
Rajeev Aggarwal's Lehman Brothers Inc. Experience April 2007 - June 2011
Job Vice President at Citi
Industry Financial Services
Experience
Citi October 2011 - Present
Barclays Wealth October 2008 - December 2011
Lehman Brothers Inc April 2007 - June 2011
Arch Insurance Group August 2005 - April 2007
Ness Global Services Ltd. March 2004 - August 2005
Quark Media House March 2001 - March 2004
Satyam Computer Services August 1996 - April 2001
Skills
Java Enterprise Edition, Databases, DB2, Middleware, WebSphere MQ, Software Design, Architecture, Enterprise Architecture, Business Intelligence, SDLC, Agile Methodologies, Spring, SOA, Software Project..., Sybase, Architectures, Business Analysis, Trading Systems, Requirements Analysis
Education
Birla Institute of Technology and Science, Pilani 1992 — 1996
Citi October 2011 - Present
Barclays Wealth October 2008 - December 2011
Lehman Brothers Inc April 2007 - June 2011
Arch Insurance Group August 2005 - April 2007
Ness Global Services Ltd. March 2004 - August 2005
Quark Media House March 2001 - March 2004
Satyam Computer Services August 1996 - April 2001
Skills
Java Enterprise Edition, Databases, DB2, Middleware, WebSphere MQ, Software Design, Architecture, Enterprise Architecture, Business Intelligence, SDLC, Agile Methodologies, Spring, SOA, Software Project..., Sybase, Architectures, Business Analysis, Trading Systems, Requirements Analysis
Education
Birla Institute of Technology and Science, Pilani 1992 — 1996
Chris Zellner's Lehman Brothers Inc. Experience 1999 - 2002
Job
Industry Investment Management
Experience
Asymmetry Capital Management, LLC January 2012 - September 2012
Merrill, Lynch & Co./Bank of America Merrill Lynch July 2002 - September 2011
Lehman Brothers Inc. 1999 - 2002
Morgan Stanley & Co. Inc. 1994 - 1999
New York Stock Exchange 1987 - 1994
Education
New York University
BS
New York University - Leonard N. Stern School of Business
MBA
Asymmetry Capital Management, LLC January 2012 - September 2012
Merrill, Lynch & Co./Bank of America Merrill Lynch July 2002 - September 2011
Lehman Brothers Inc. 1999 - 2002
Morgan Stanley & Co. Inc. 1994 - 1999
New York Stock Exchange 1987 - 1994
Education
New York University
BS
New York University - Leonard N. Stern School of Business
MBA
Murali Raman's Lehman Brothers Inc. Experience August 2008 - September 2008
Job Executive Director at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase June 2013 - Present
Barclays Capital September 2008 - June 2013
Lehman Brothers Inc. August 2008 - September 2008
Bear Stearns May 2007 - August 2008
UBS Investment Bank September 2003 - May 2007
Amaranth LLC June 2003 - September 2003
Goldman Sachs July 1996 - May 2003
Skills
Prime Brokerage, Portfolio Management, Fixed Income, Trading Systems, Equity Derivatives, Equities, Investment Banking, Derivatives, Middle Office, Market Data, Hedge Funds, Electronic Trading, Reference Data, Capital Markets, Financial Risk, Credit Derivatives, FX Options, Market Risk, Interest Rate..., Options, Structured Products, Swaps, Sybase
Education
New Jersey Institute of Technology
MS, Computer Information Science
JPMorgan Chase June 2013 - Present
Barclays Capital September 2008 - June 2013
Lehman Brothers Inc. August 2008 - September 2008
Bear Stearns May 2007 - August 2008
UBS Investment Bank September 2003 - May 2007
Amaranth LLC June 2003 - September 2003
Goldman Sachs July 1996 - May 2003
Skills
Prime Brokerage, Portfolio Management, Fixed Income, Trading Systems, Equity Derivatives, Equities, Investment Banking, Derivatives, Middle Office, Market Data, Hedge Funds, Electronic Trading, Reference Data, Capital Markets, Financial Risk, Credit Derivatives, FX Options, Market Risk, Interest Rate..., Options, Structured Products, Swaps, Sybase
Education
New Jersey Institute of Technology
MS, Computer Information Science
Jenny Cottingham's Lehman Brothers Inc. Experience May 2001 - September 2008
Job Vice President at BlackRock
Industry Real Estate
Experience
BlackRock February 2011 - Present
Barclays Capital September 2008 - February 2011
Lehman Brothers, Inc May 2001 - September 2008
Education
Cornell University 1998 — 1999
MPA, Economics
Cornell University 1994 — 1998
BA, Psychology - BA
Poughkeepsie High School 1990 — 1994
New York University
Real Estate Institute
BlackRock February 2011 - Present
Barclays Capital September 2008 - February 2011
Lehman Brothers, Inc May 2001 - September 2008
Education
Cornell University 1998 — 1999
MPA, Economics
Cornell University 1994 — 1998
BA, Psychology - BA
Poughkeepsie High School 1990 — 1994
New York University
Real Estate Institute
Eric Rosengren's Lehman Brothers Inc. Experience June 2007 - January 2008
Job Java SW Engineer at Starwood Hotels & Resorts Worldwide, Inc.
Industry Hospitality
Experience
Starwood Hotels & Resorts Worldwide, Inc. June 2011 - Present
Matterin Consulting Inc. October 1995 - Present
City Of New York/NYPD 2008 - May 2011
Lehman Brothers Inc. June 2007 - January 2008
1800flowers.com 2004 - 2007
1800flowers 2004 - 2007
Aether 2000 - 2000
Bull Services 1987 - 1995
Bull Information Systems 1987 - 1995
Skills
Webservices, SOA, WSDL
Education
Boston University
MS, Software Engineering
University of Massachusetts Boston
BA, Computer Science
Starwood Hotels & Resorts Worldwide, Inc. June 2011 - Present
Matterin Consulting Inc. October 1995 - Present
City Of New York/NYPD 2008 - May 2011
Lehman Brothers Inc. June 2007 - January 2008
1800flowers.com 2004 - 2007
1800flowers 2004 - 2007
Aether 2000 - 2000
Bull Services 1987 - 1995
Bull Information Systems 1987 - 1995
Skills
Webservices, SOA, WSDL
Education
Boston University
MS, Software Engineering
University of Massachusetts Boston
BA, Computer Science
Anne S. Morse's Lehman Brothers Inc. Experience 1998 - 2003
Job Managing Director at Melio & Company, LLC
Industry Capital Markets
Experience
Melio & Company, LLC 2013 - Present
Aronwold Partners, LLC 2013 - Present
Janney Montgomery Scott 2010 - 2013
Ambac Assurance Corporation 2003 - 2010
Lehman Brothers Inc. 1998 - 2003
Legg Mason Inc. 1991 - 1997
Skills
Capital Markets, Fixed Income, Investment Banking, Due Diligence, Finance, Financial Analysis, Strategy, Securities, Series 7, Credit, Series 63, Business Development, Management, FINRA, Financial Advisory, Derivatives, Bonds, Structured Finance, Valuation, Alternative Investments, Investments
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA
Brown University 1975 — 1979
B.A.
Melio & Company, LLC 2013 - Present
Aronwold Partners, LLC 2013 - Present
Janney Montgomery Scott 2010 - 2013
Ambac Assurance Corporation 2003 - 2010
Lehman Brothers Inc. 1998 - 2003
Legg Mason Inc. 1991 - 1997
Skills
Capital Markets, Fixed Income, Investment Banking, Due Diligence, Finance, Financial Analysis, Strategy, Securities, Series 7, Credit, Series 63, Business Development, Management, FINRA, Financial Advisory, Derivatives, Bonds, Structured Finance, Valuation, Alternative Investments, Investments
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA
Brown University 1975 — 1979
B.A.
Singanallur Narayanan's Lehman Brothers Inc. Experience August 1992 - July 1996
Job Owner, Kuberon Capital LLC
Industry Investment Management
Experience
Kuberon Capital LLC October 2006 - Present
Bumi Sirotka Tennis 2005 - 2012
Bear Stearns Asset Management April 2005 - October 2006
Heckman Global Advisors January 2003 - March 2005
Citigroup Salomon Smith Barney August 1998 - December 2003
Bear Stearns Inc January 1998 - July 1998
Salomon Brothers Inc August 1996 - December 1997
Lehman Brothers Inc August 1992 - July 1996
Salomon Brothers Inc January 1989 - June 1992
Skills
Equities, Hold Series 7, Seies 66, Portfolio Management, Investments, Capital Markets, Asset Management, Investment Banking, Emerging Markets, Venture Capital, Corporate Finance, Equity Research, Asset Allocation, Investment Strategies, Mutual Funds
Education
Columbia University - Columbia Business School 1988 — 1989
MBA, Finance
The University of Texas at Arlington 1982 — 1984
M.S, Computer Science & Engineering
Indian Institute of Technology, Madras 1977 — 1982
B.Tech, Chemical Engineering
Kuberon Capital LLC October 2006 - Present
Bumi Sirotka Tennis 2005 - 2012
Bear Stearns Asset Management April 2005 - October 2006
Heckman Global Advisors January 2003 - March 2005
Citigroup Salomon Smith Barney August 1998 - December 2003
Bear Stearns Inc January 1998 - July 1998
Salomon Brothers Inc August 1996 - December 1997
Lehman Brothers Inc August 1992 - July 1996
Salomon Brothers Inc January 1989 - June 1992
Skills
Equities, Hold Series 7, Seies 66, Portfolio Management, Investments, Capital Markets, Asset Management, Investment Banking, Emerging Markets, Venture Capital, Corporate Finance, Equity Research, Asset Allocation, Investment Strategies, Mutual Funds
Education
Columbia University - Columbia Business School 1988 — 1989
MBA, Finance
The University of Texas at Arlington 1982 — 1984
M.S, Computer Science & Engineering
Indian Institute of Technology, Madras 1977 — 1982
B.Tech, Chemical Engineering
Norberto Lopez's Lehman Brothers Inc. Experience October 2000 - September 2008
Job Vice President at Barclays Capital
Industry Financial Services
Experience
Barclays Capital September 2008 - Present
Lehman Brothers, Inc October 2000 - September 2008
Citigroup Inc./Salomon Smith Barney, Inc. 1997 - September 2000
Salomon Brothers 1986 - 1997
Education
New York Institute of Technology 1988 — 1990
MS, Computer Science
Baruch College, City University of New York (CUNY) 1972 — 1979
BBA, Accounting
Barclays Capital September 2008 - Present
Lehman Brothers, Inc October 2000 - September 2008
Citigroup Inc./Salomon Smith Barney, Inc. 1997 - September 2000
Salomon Brothers 1986 - 1997
Education
New York Institute of Technology 1988 — 1990
MS, Computer Science
Baruch College, City University of New York (CUNY) 1972 — 1979
BBA, Accounting
Gregory McDonald's Lehman Brothers Inc. Experience March 2004 - September 2008
Job Head of Product Strategy, North America at GBST
Industry Financial Services
Experience
GBST June 2015 - Present
Citi January 2010 - June 2015
Barclays Capital September 2008 - January 2010
Lehman Brothers Inc. March 2004 - September 2008
KPMG September 2002 - March 2004
Grant Thornton October 2000 - September 2002
Skills
Trading, Fixed Income, Financial Services, Securitization, Operations Management, Loans, Middle Office, Sales Operations, Trading Systems, Prime Brokerage, Process Improvement, STP, Internal Controls, Technology Management, Trace, P&L Responsibility, Outsourcing Management, MIS, Sarbanes-Oxley Act, MSFTA, Margin, Capital Markets, Derivatives, Finance, Banking, P, Securities, Hedge Funds, Investment Banking
Education
Lehigh University 1997 — 2000
BS, Accounting
University of South Carolina-Columbia 1996 — 1997
n/a, Economics
Atholton High School 1992 — 1996
GBST June 2015 - Present
Citi January 2010 - June 2015
Barclays Capital September 2008 - January 2010
Lehman Brothers Inc. March 2004 - September 2008
KPMG September 2002 - March 2004
Grant Thornton October 2000 - September 2002
Skills
Trading, Fixed Income, Financial Services, Securitization, Operations Management, Loans, Middle Office, Sales Operations, Trading Systems, Prime Brokerage, Process Improvement, STP, Internal Controls, Technology Management, Trace, P&L Responsibility, Outsourcing Management, MIS, Sarbanes-Oxley Act, MSFTA, Margin, Capital Markets, Derivatives, Finance, Banking, P, Securities, Hedge Funds, Investment Banking
Education
Lehigh University 1997 — 2000
BS, Accounting
University of South Carolina-Columbia 1996 — 1997
n/a, Economics
Atholton High School 1992 — 1996
Pete Connor's Lehman Brothers Inc. Experience June 1998 - June 2004
Job Vice President at Farm Credit
Industry Financial Services
Experience
Farm Credit June 2004 - Present
Lehman Brothers Inc. June 1998 - June 2004
Skills
Fixed Income
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2008
MBA, Finance
Hobart and William Smith Colleges 1994 — 1998
Bachelor of Arts, Economics and History
Farm Credit June 2004 - Present
Lehman Brothers Inc. June 1998 - June 2004
Skills
Fixed Income
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2008
MBA, Finance
Hobart and William Smith Colleges 1994 — 1998
Bachelor of Arts, Economics and History
Mary Grimm's Lehman Brothers Inc. Experience March 1999 - May 2000
Job Finance Professional
Industry Financial Services
Experience
Gray Associates, Inc. November 2012 - Present
Primedia, Inc. June 2000 - June 2003
Lehman Brothers Inc. March 1999 - May 2000
Lehman Brothers Inc. August 1996 - February 1999
U.S. Department of Housing and Urban Development July 1990 - July 1994
Skills
Financial Analysis, Finance, Corporate Finance, Financial Modeling, Forecasting, Due Diligence, Budgets, Financial Forecasting, Investments, Strategy, Strategic Financial..., Financial Reporting, Competitive Analysis, Financial Planning, Data Analysis, Consulting
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance and Real Estate
Harvard University 1986 — 1990
A.B., Government
Gray Associates, Inc. November 2012 - Present
Primedia, Inc. June 2000 - June 2003
Lehman Brothers Inc. March 1999 - May 2000
Lehman Brothers Inc. August 1996 - February 1999
U.S. Department of Housing and Urban Development July 1990 - July 1994
Skills
Financial Analysis, Finance, Corporate Finance, Financial Modeling, Forecasting, Due Diligence, Budgets, Financial Forecasting, Investments, Strategy, Strategic Financial..., Financial Reporting, Competitive Analysis, Financial Planning, Data Analysis, Consulting
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance and Real Estate
Harvard University 1986 — 1990
A.B., Government
Scott Lehrer's Lehman Brothers Inc. Experience 1996 - 2003
Job Executive Director and Counsel at MSCI Inc.
Industry Information Services
Experience
MSCI Inc. 2003 - Present
Lehman Brothers Inc. 1996 - 2003
Skills
Hedge Funds, Capital Markets, Investments, Equities, Derivatives, Fixed Income, Securities, Portfolio Management, Start-ups, Bloomberg, Corporate Governance, Alternative Investments, Risk Management, Asset Management, Structured Products, Market Risk
Education
Columbia Law School 1990 — 1993
JD
Duke University 1986 — 1990
Bachelor of Arts (B.A.), Economics
MSCI Inc. 2003 - Present
Lehman Brothers Inc. 1996 - 2003
Skills
Hedge Funds, Capital Markets, Investments, Equities, Derivatives, Fixed Income, Securities, Portfolio Management, Start-ups, Bloomberg, Corporate Governance, Alternative Investments, Risk Management, Asset Management, Structured Products, Market Risk
Education
Columbia Law School 1990 — 1993
JD
Duke University 1986 — 1990
Bachelor of Arts (B.A.), Economics
Vinton Vickers's Lehman Brothers Inc. Experience August 1995 - April 1996
Job Portfolio Manager, TMT at Lombard Odier
Industry Investment Management
Experience
Lombard Odier July 2012 - Present
360 Global Capital, LLC November 2006 - November 2011
NRDC Equity Partners October 2004 - November 2006
J.P. Morgan Chase April 2000 - April 2004
ING BARINGS FURMAN SELZ LLC April 1996 - March 2000
LEHMAN BROTHERS, INC August 1995 - April 1996
LEHMAN BROTHERS, INC May 1991 - July 1993
CITY OF NEW March 1990 - May 1991
PUBLIC DEVELOPMENT CORPORATION September 1988 - March 1990
Skills
Hedge Funds, Asset Management, Alternative Investments, Equities, Asset Allocation, Investment Strategies, Equity Research, Bloomberg, Portfolio Management, Financial Modeling, Capital Markets, Investments, Valuation, Trading, Industry Analysis, Competitive Analysis, Mergers & Acquisitions, Mutual Funds, Private Equity, Start-ups, Investment Management
Education
HARVARD GRADUATE SCHOOL OF BUSINESS ADMINISTRATION 1993 — 1995
MBA degree
Cornell University 1984 — 1988
B.S. degree, Industrial and Labor Relations
Lombard Odier July 2012 - Present
360 Global Capital, LLC November 2006 - November 2011
NRDC Equity Partners October 2004 - November 2006
J.P. Morgan Chase April 2000 - April 2004
ING BARINGS FURMAN SELZ LLC April 1996 - March 2000
LEHMAN BROTHERS, INC August 1995 - April 1996
LEHMAN BROTHERS, INC May 1991 - July 1993
CITY OF NEW March 1990 - May 1991
PUBLIC DEVELOPMENT CORPORATION September 1988 - March 1990
Skills
Hedge Funds, Asset Management, Alternative Investments, Equities, Asset Allocation, Investment Strategies, Equity Research, Bloomberg, Portfolio Management, Financial Modeling, Capital Markets, Investments, Valuation, Trading, Industry Analysis, Competitive Analysis, Mergers & Acquisitions, Mutual Funds, Private Equity, Start-ups, Investment Management
Education
HARVARD GRADUATE SCHOOL OF BUSINESS ADMINISTRATION 1993 — 1995
MBA degree
Cornell University 1984 — 1988
B.S. degree, Industrial and Labor Relations
Jason Staley, CFA's Lehman Brothers Inc. Experience August 2007 - September 2008
Job Assistant Portfolio Manager at Credit Suisse
Industry Investment Management
Experience
Credit Suisse January 2014 - Present
Credit Suisse August 2011 - December 2013
Credit Suisse September 2008 - August 2011
Lehman Brothers, Inc August 2007 - September 2008
Bank of America December 2005 - August 2007
Skills
Portfolio Management, Investments, Equities, Financial Analysis, Management, Asset Management, Fixed Income, Financial Modeling, Hedge Funds, Capital Markets
Education
Mercyhurst College 2001 — 2005
Bachelor of Arts (B.A.), Intelligence Studies
Credit Suisse January 2014 - Present
Credit Suisse August 2011 - December 2013
Credit Suisse September 2008 - August 2011
Lehman Brothers, Inc August 2007 - September 2008
Bank of America December 2005 - August 2007
Skills
Portfolio Management, Investments, Equities, Financial Analysis, Management, Asset Management, Fixed Income, Financial Modeling, Hedge Funds, Capital Markets
Education
Mercyhurst College 2001 — 2005
Bachelor of Arts (B.A.), Intelligence Studies
Jeff Baisley's Lehman Brothers Inc. Experience July 1993 - March 1996
Job Chief Operating Officer at Arosa Capital Management
Industry Financial Services
Experience
Arosa Capital Management August 2013 - Present
Graham Capital Management March 2004 - April 2013
RBC Dominion Securities June 2001 - March 2004
Perseus Capital LLC August 2000 - January 2001
UBS Warburg AG March 1996 - June 2000
Lehman Brothers Inc July 1993 - March 1996
Ernst & Young September 1991 - July 1993
Skills
Alternative Investments, Hedge Funds, Equities, Derivatives, Asset Management, Fixed Income, Capital Markets, Portfolio Management, Bloomberg, Financial Modeling, Risk Management, Financial Analysis, Investments, Trading, Options, Valuation
Education
Fordham University 1987 — 1991
BS, Accounting
Arosa Capital Management August 2013 - Present
Graham Capital Management March 2004 - April 2013
RBC Dominion Securities June 2001 - March 2004
Perseus Capital LLC August 2000 - January 2001
UBS Warburg AG March 1996 - June 2000
Lehman Brothers Inc July 1993 - March 1996
Ernst & Young September 1991 - July 1993
Skills
Alternative Investments, Hedge Funds, Equities, Derivatives, Asset Management, Fixed Income, Capital Markets, Portfolio Management, Bloomberg, Financial Modeling, Risk Management, Financial Analysis, Investments, Trading, Options, Valuation
Education
Fordham University 1987 — 1991
BS, Accounting
Marissa David's Lehman Brothers Inc. Experience September 2001 - September 2008
Job Senior Business Analyst/Product Development Manager at PrimeOne Solutions
Industry Capital Markets
Experience
PrimeOne Solutions April 2014 - Present
Barclays Capital February 2011 - April 2014
Barclays Capital 2008 - February 2011
Lehman Brothers Inc. September 2001 - September 2008
Lehman Brothers February 1998 - September 2001
Skills
Structured Products, Capital Markets, Trading Systems, Investment Banking, Equity Derivatives, Prime Brokerage, Equities, Portfolio Management, Financial Services, Bloomberg, Project Management, Financial Regulation, Middle Office, Portfolio Accounting, Trading, Risk Management, Strategy
Education
University of Antwerp 1997 — 1997
Finance
International University of Japan 1995 — 1997
MBA, Finance
University of the Philippines
Bachelor of Science (Cum Laude), Business Economics
PrimeOne Solutions April 2014 - Present
Barclays Capital February 2011 - April 2014
Barclays Capital 2008 - February 2011
Lehman Brothers Inc. September 2001 - September 2008
Lehman Brothers February 1998 - September 2001
Skills
Structured Products, Capital Markets, Trading Systems, Investment Banking, Equity Derivatives, Prime Brokerage, Equities, Portfolio Management, Financial Services, Bloomberg, Project Management, Financial Regulation, Middle Office, Portfolio Accounting, Trading, Risk Management, Strategy
Education
University of Antwerp 1997 — 1997
Finance
International University of Japan 1995 — 1997
MBA, Finance
University of the Philippines
Bachelor of Science (Cum Laude), Business Economics
Brian Allas's Lehman Brothers Inc. Experience November 2006 - January 2008
Job Manager, Paralegal Support at Van Eck
Industry Legal Services
Experience
Van Eck June 2010 - Present
STROOCK April 2008 - October 2009
Lehman Brothers Inc. November 2006 - January 2008
GOLDMAN, SACHS & CO November 2004 - November 2006
Hartman & Craven LLP July 1997 - November 2004
WIEN & MALKIN LLP September 1993 - June 1997
Whitman Breed Abbott & Morgan 1992 - 1993
Skills
Due Diligence, Legal Writing, Commercial Real Estate, Real Estate, Leases, Investment Properties, Mergers & Acquisitions, Licensing, Loans, Portfolio Management, Securities, Legal Documents, Mergers, Negotiation, Corporate Governance, Real Estate Transactions, Property Law, Legal Assistance, Acquisitions, Investments, Document Review, Asset Management, Legal Issues, Management, Securities Regulation, Residential Homes, Private Equity, Disposition, Corporate Law, Legal Research, Joint Ventures, Mortgage Lending, Bankruptcy, Corporate Real Estate, Litigation Support, Trials, Pleadings, Document Drafting, Notary Public, ETFs, Mutual Funds, Board of Directors, EDGAR filings
Education
Ateneo de Manila University 1982 — 1986
State University of New York Empire State College
B.S. Business, Management and Economics
Van Eck June 2010 - Present
STROOCK April 2008 - October 2009
Lehman Brothers Inc. November 2006 - January 2008
GOLDMAN, SACHS & CO November 2004 - November 2006
Hartman & Craven LLP July 1997 - November 2004
WIEN & MALKIN LLP September 1993 - June 1997
Whitman Breed Abbott & Morgan 1992 - 1993
Skills
Due Diligence, Legal Writing, Commercial Real Estate, Real Estate, Leases, Investment Properties, Mergers & Acquisitions, Licensing, Loans, Portfolio Management, Securities, Legal Documents, Mergers, Negotiation, Corporate Governance, Real Estate Transactions, Property Law, Legal Assistance, Acquisitions, Investments, Document Review, Asset Management, Legal Issues, Management, Securities Regulation, Residential Homes, Private Equity, Disposition, Corporate Law, Legal Research, Joint Ventures, Mortgage Lending, Bankruptcy, Corporate Real Estate, Litigation Support, Trials, Pleadings, Document Drafting, Notary Public, ETFs, Mutual Funds, Board of Directors, EDGAR filings
Education
Ateneo de Manila University 1982 — 1986
State University of New York Empire State College
B.S. Business, Management and Economics
Rich Montesano's Lehman Brothers Inc. Experience April 2003 - May 2006
Job Sr. Account Executive Gartner Invest
Industry Financial Services
Experience
Gartner February 2013 - Present
Mizuho Securities USA July 2008 - December 2011
Banc of America Securities LLC May 2006 - November 2007
Lehman Brothers Inc April 2003 - May 2006
Lehman Brothers Inc December 2001 - April 2003
Program Trading Trade Support Group December 1998 - December 2001
Skills
Series 3, Series 7, Series 63, series 55, Trading, Electronic Trading, Program Trading, Equities, Hedge Funds, Equity Trading, Trading Systems, ETFs, Middle Office, Swaps, Market Making, Trading System, Bloomberg Terminal, Prime Brokerage, Options, Equity Research, Bloomberg, Securities, Capital Markets
Education
Lafayette College 1994 — 1998
BA, Economics/Business
Boston University
Economics/Business
Gartner February 2013 - Present
Mizuho Securities USA July 2008 - December 2011
Banc of America Securities LLC May 2006 - November 2007
Lehman Brothers Inc April 2003 - May 2006
Lehman Brothers Inc December 2001 - April 2003
Program Trading Trade Support Group December 1998 - December 2001
Skills
Series 3, Series 7, Series 63, series 55, Trading, Electronic Trading, Program Trading, Equities, Hedge Funds, Equity Trading, Trading Systems, ETFs, Middle Office, Swaps, Market Making, Trading System, Bloomberg Terminal, Prime Brokerage, Options, Equity Research, Bloomberg, Securities, Capital Markets
Education
Lafayette College 1994 — 1998
BA, Economics/Business
Boston University
Economics/Business
Keith Andre's Lehman Brothers Inc. Experience June 1988 - September 2008
Job Vice President at Barclays Capital Inc.
Industry Investment Banking
Experience
Barclays Capital Inc. September 2008 - Present
Lehman Brothers Inc. June 1988 - September 2008
Education
Clark University 1984 — 1988
BA, Economics
Barclays Capital Inc. September 2008 - Present
Lehman Brothers Inc. June 1988 - September 2008
Education
Clark University 1984 — 1988
BA, Economics
John Levitt's Lehman Brothers Inc. Experience August 1999 - May 2003
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
Infocentric Technologies December 2006 - Present
Infocentric Technologies, LLC July 2006 - Present
Bear, Stearns & Co May 2006 - December 2006
JPMorgan Chase 2005 - 2006
Finetix, LLC May 2003 - August 2004
Lehman Brothers, Inc August 1999 - May 2003
Deutsche Bank Securities NA, Inc June 1998 - August 1999
Merrill Lynch & Co., Inc August 1997 - June 1998
AT&T May 1993 - August 1997
UPS August 1990 - May 1993
Skills
C#, .NET, XML
Education
Drexel University
BS, Electrical Engineering
New York University - Stern School of Business
MBA, Finance, Information Systems and International Business
Infocentric Technologies December 2006 - Present
Infocentric Technologies, LLC July 2006 - Present
Bear, Stearns & Co May 2006 - December 2006
JPMorgan Chase 2005 - 2006
Finetix, LLC May 2003 - August 2004
Lehman Brothers, Inc August 1999 - May 2003
Deutsche Bank Securities NA, Inc June 1998 - August 1999
Merrill Lynch & Co., Inc August 1997 - June 1998
AT&T May 1993 - August 1997
UPS August 1990 - May 1993
Skills
C#, .NET, XML
Education
Drexel University
BS, Electrical Engineering
New York University - Stern School of Business
MBA, Finance, Information Systems and International Business
Steven Pomerantz's Lehman Brothers Inc. Experience 1998 - 2000
Job Nonprofit Professional and Consultant Focused on Increasing Engagement and Fundraising Opportunities
Industry Nonprofit Organization Management
Experience
Steven Pomerantz Nonprofit Consulting 1995 - Present
Clifford Chance US LLP 2009 - 2011
EagleRock Capital Management, LLC 2003 - 2009
Merrill Lynch, Pierce, Fenner Smith Incorporated 2000 - 2003
Lehman Brothers Inc. 1998 - 2000
Bankers Trust Company 1989 - 1998
Skills
Fundraising, Financial Services, Nonprofits, Trading, Bankruptcy, Private Equity, Negotiation, Non-profit Leadership, Project Planning, Admissions, Investment Banking, Investments, Equities, Non-profit Board..., Event Planning, Program Development, Research, Securities, Corporate Law, Sales, Syndications, Corporate Governance, Hedge Funds, Banking, Due Diligence, Asset Management, Mergers & Acquisitions, Capital Campaigns, Campaign Strategies, Investment Properties, Volunteer Management, Stewardship, Philanthropy, Prospect Research, Event Management, Donor Management, Annual Fund, Alumni Relations, Leadership Development, Real Estate, Portfolio Management, Higher Education, Structured Finance, Emerging Markets, Capital Markets, Loans, Finance, Credit
Education
Dickinson College 1976 — 1980
Bachelor of Arts (B.A.), History and Political Science
Delbarton School 1970 — 1976
Steven Pomerantz Nonprofit Consulting 1995 - Present
Clifford Chance US LLP 2009 - 2011
EagleRock Capital Management, LLC 2003 - 2009
Merrill Lynch, Pierce, Fenner Smith Incorporated 2000 - 2003
Lehman Brothers Inc. 1998 - 2000
Bankers Trust Company 1989 - 1998
Skills
Fundraising, Financial Services, Nonprofits, Trading, Bankruptcy, Private Equity, Negotiation, Non-profit Leadership, Project Planning, Admissions, Investment Banking, Investments, Equities, Non-profit Board..., Event Planning, Program Development, Research, Securities, Corporate Law, Sales, Syndications, Corporate Governance, Hedge Funds, Banking, Due Diligence, Asset Management, Mergers & Acquisitions, Capital Campaigns, Campaign Strategies, Investment Properties, Volunteer Management, Stewardship, Philanthropy, Prospect Research, Event Management, Donor Management, Annual Fund, Alumni Relations, Leadership Development, Real Estate, Portfolio Management, Higher Education, Structured Finance, Emerging Markets, Capital Markets, Loans, Finance, Credit
Education
Dickinson College 1976 — 1980
Bachelor of Arts (B.A.), History and Political Science
Delbarton School 1970 — 1976
Yanina Reznikov's Lehman Brothers Inc. Experience 2000 - 2002
Job Accounting Professional
Industry Accounting
Experience
University Radiology Group November 2011 - Present
KPMG August 2006 - December 2008
J.H. Cohn LLP 2004 - 2006
Lehman Brothers, Inc 2000 - 2002
Skills
Accounting, Internal Controls, Financial Reporting, Financial Analysis
Education
Rutgers Business School 2009 — 2009
Certificate, Accounting Professional
Pace University - Lubin School of Business 2004 — 2006
MS, Accounting
Baruch College, City University of New York (CUNY) 1994 — 1999
Bachelors, Computer Information Systems
University Radiology Group November 2011 - Present
KPMG August 2006 - December 2008
J.H. Cohn LLP 2004 - 2006
Lehman Brothers, Inc 2000 - 2002
Skills
Accounting, Internal Controls, Financial Reporting, Financial Analysis
Education
Rutgers Business School 2009 — 2009
Certificate, Accounting Professional
Pace University - Lubin School of Business 2004 — 2006
MS, Accounting
Baruch College, City University of New York (CUNY) 1994 — 1999
Bachelors, Computer Information Systems
Devrim Aksakal's Lehman Brothers Inc. Experience September 2005 - March 2007
Job Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank AG March 2007 - Present
Lehman Brothers, Inc September 2005 - March 2007
Tradepaq April 2004 - September 2005
Statlinx Corporation April 2003 - April 2004
Skills
Spring, Sybase, Java Enterprise Edition, Trading Systems, Market Data, Java, Software Development, SDLC, JMS, Fixed Income, Equities, Enterprise Architecture, Derivatives, Agile Methodologies, Capital Markets
Education
Pace University
MS in Science, Computer Science
Baruch College, City University of New York (CUNY) 1999 — 2000
Certificate, Software Development
BS in Science, School Of Engineering
Deutsche Bank AG March 2007 - Present
Lehman Brothers, Inc September 2005 - March 2007
Tradepaq April 2004 - September 2005
Statlinx Corporation April 2003 - April 2004
Skills
Spring, Sybase, Java Enterprise Edition, Trading Systems, Market Data, Java, Software Development, SDLC, JMS, Fixed Income, Equities, Enterprise Architecture, Derivatives, Agile Methodologies, Capital Markets
Education
Pace University
MS in Science, Computer Science
Baruch College, City University of New York (CUNY) 1999 — 2000
Certificate, Software Development
BS in Science, School Of Engineering
Trina Ward Fontaine's Lehman Brothers Inc. Experience August 1998 - February 2002
Job Senior Project Manager Greater New York Chapter at Cystic Fibrosis Foundation
Industry Nonprofit Organization Management
Experience
Cystic Fibrosis Foundation May 2010 - Present
Junior League of Northern Westchester June 2002 - June 2010
Lehman Brothers Inc. August 1998 - February 2002
Merrill Lynch 1995 - 1996
Merrill Lynch 1992 - 1995
Merrill Lynch 1991 - 1992
Skadden Arps 1989 - 1991
Education
Columbia University - Columbia Business School 1996 — 1998
MBA
Brown University 1985 — 1989
BA, Business Economics
Cystic Fibrosis Foundation May 2010 - Present
Junior League of Northern Westchester June 2002 - June 2010
Lehman Brothers Inc. August 1998 - February 2002
Merrill Lynch 1995 - 1996
Merrill Lynch 1992 - 1995
Merrill Lynch 1991 - 1992
Skadden Arps 1989 - 1991
Education
Columbia University - Columbia Business School 1996 — 1998
MBA
Brown University 1985 — 1989
BA, Business Economics
Charlene Thomas's Lehman Brothers Inc. Experience January 1983 - January 2008
Job Financial Services Professional
Industry Financial Services
Experience
Damico & McConnell January 2009 - Present
Global Real Estate Group January 1989 - January 2008
Lehman Brothers Inc. January 1983 - January 2008
Lehman Brothers Inc. January 1983 - January 1988
Education
New Jersey City University
B.A, Economics
Damico & McConnell January 2009 - Present
Global Real Estate Group January 1989 - January 2008
Lehman Brothers Inc. January 1983 - January 2008
Lehman Brothers Inc. January 1983 - January 1988
Education
New Jersey City University
B.A, Economics
Alex Kirshensteyn's Lehman Brothers Inc. Experience February 2001 - August 2004
Job Test Manager at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank January 2014 - Present
Bank Of America June 2011 - January 2014
Morgan Stanley September 2009 - June 2011
Merrill Lynch August 2004 - September 2009
Lehman Brothers, Inc February 2001 - August 2004
Skills
Derivatives, Fixed Income, Quality Assurance, FX Options, Equities, Risk Management, Vendor Management, Testing, Integration, Business Analysis, Counterparty Exposure, Change Management, Trading Systems, Requirements Analysis, Integration Testing, User Acceptance Testing, Leadership, Test Management, Requirements Gathering, SDLC, Prime Brokerage Margin..., Real-time Margin &..., Dodd-Frank margin rules, Waterfall and Agile..., Project Planning, Onshore/offshore..., Front, Middle, and Back..., Test Planning, Electronic Trading, Process Improvement, Program Management, Financial Services, Test Strategy, Project Management, Investment Banking, Relationship Management, Data Analysis, Systems Analysis, Regression Testing, Functional Testing, Test Automation, Financial Analysis, Financial Risk..., Regulatory Reporting, Test Metrics Reporting
Education
New York University 1981 — 1986
MS, Computer Science
Columbia Engineering 1978 — 1980
BS, Computer Science
Deutsche Bank January 2014 - Present
Bank Of America June 2011 - January 2014
Morgan Stanley September 2009 - June 2011
Merrill Lynch August 2004 - September 2009
Lehman Brothers, Inc February 2001 - August 2004
Skills
Derivatives, Fixed Income, Quality Assurance, FX Options, Equities, Risk Management, Vendor Management, Testing, Integration, Business Analysis, Counterparty Exposure, Change Management, Trading Systems, Requirements Analysis, Integration Testing, User Acceptance Testing, Leadership, Test Management, Requirements Gathering, SDLC, Prime Brokerage Margin..., Real-time Margin &..., Dodd-Frank margin rules, Waterfall and Agile..., Project Planning, Onshore/offshore..., Front, Middle, and Back..., Test Planning, Electronic Trading, Process Improvement, Program Management, Financial Services, Test Strategy, Project Management, Investment Banking, Relationship Management, Data Analysis, Systems Analysis, Regression Testing, Functional Testing, Test Automation, Financial Analysis, Financial Risk..., Regulatory Reporting, Test Metrics Reporting
Education
New York University 1981 — 1986
MS, Computer Science
Columbia Engineering 1978 — 1980
BS, Computer Science
Stephen J. Bier's Lehman Brothers Inc. Experience 1989 - 1995
Job Associate Dean for Strategic Business Initiatives at Molloy College
Industry Education Management
Experience
Molloy College August 2015 - Present
Molloy College 2005 - Present
Molloy College May 2012 - August 2015
Westdeutsche Landesbank 1995 - 2005
Lehman Brothers Inc 1989 - 1995
Salomon Brothers Inc 1979 - 1989
Skills
Teaching, Higher Education, Public Speaking, Research, Microsoft Excel, English, Nonprofits, Staff Development, Social Media, Strategic Planning, Negotiation, PowerPoint, Microsoft Office, Leadership, Adult Education, Management Consulting, Leadership Development, Microsoft Word, Fundraising, Curriculum Development, Community Outreach
Education
College of the Holy Cross 1967 — 1970
Molloy College August 2015 - Present
Molloy College 2005 - Present
Molloy College May 2012 - August 2015
Westdeutsche Landesbank 1995 - 2005
Lehman Brothers Inc 1989 - 1995
Salomon Brothers Inc 1979 - 1989
Skills
Teaching, Higher Education, Public Speaking, Research, Microsoft Excel, English, Nonprofits, Staff Development, Social Media, Strategic Planning, Negotiation, PowerPoint, Microsoft Office, Leadership, Adult Education, Management Consulting, Leadership Development, Microsoft Word, Fundraising, Curriculum Development, Community Outreach
Education
College of the Holy Cross 1967 — 1970
Michael Karp's Lehman Brothers Inc. Experience October 1991 - October 2008
Job Derivatives Middle Office Manager/Vice PresidentLehman Brothers Holdings
Industry Financial Services
Experience
Lehman Brothers Holdings October 2008 - Present
Township of West Windsor 2008 - Present
Lehman Brothers Inc October 1991 - October 2008
Operations Advisory Committee-FINRA 2003 - 2007
CUSIP Advisory Board 2003 - 2007
Lehman Brothers October 1991 - May 2003
Skills
Fixed Income, Derivatives, Equities, Trading, FX Options, Securities, Risk Management, Portfolio Management, Valuation, Equity Derivatives, Financial Risk, Middle Office, CDS, Market Risk, Credit, Credit Derivatives, Operational Risk, Analysis, Financial Modeling, Structured Products, Financial Services, Finance, Interest Rate..., Back Office, Capital Markets, Leadership, Credit Risk, Prime Brokerage, Structured Finance, Interest Rate Swaps, Management
Education
Baruch College, City University of New York (CUNY)
Master of Business Administration (MBA), Finance
City University of New York-Baruch College
BBA, MARKETING MANAGEMENT
Lehman Brothers Holdings October 2008 - Present
Township of West Windsor 2008 - Present
Lehman Brothers Inc October 1991 - October 2008
Operations Advisory Committee-FINRA 2003 - 2007
CUSIP Advisory Board 2003 - 2007
Lehman Brothers October 1991 - May 2003
Skills
Fixed Income, Derivatives, Equities, Trading, FX Options, Securities, Risk Management, Portfolio Management, Valuation, Equity Derivatives, Financial Risk, Middle Office, CDS, Market Risk, Credit, Credit Derivatives, Operational Risk, Analysis, Financial Modeling, Structured Products, Financial Services, Finance, Interest Rate..., Back Office, Capital Markets, Leadership, Credit Risk, Prime Brokerage, Structured Finance, Interest Rate Swaps, Management
Education
Baruch College, City University of New York (CUNY)
Master of Business Administration (MBA), Finance
City University of New York-Baruch College
BBA, MARKETING MANAGEMENT
Aleksandr Stolyar's Lehman Brothers Inc. Experience June 1999 - December 2002
Job AVP at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse January 2001 - Present
CyberFusion/SIFT April 2003 - January 2004
Lehman Brothers INC June 1999 - December 2002
Global Computing INC April 1995 - July 1996
Skills
Sybase
Education
New York University - Polytechnic School of Engineering
BS, Computer Science
Odessa Polytechnic University
BS, Electro-Mechanical Engineering
Credit Suisse January 2001 - Present
CyberFusion/SIFT April 2003 - January 2004
Lehman Brothers INC June 1999 - December 2002
Global Computing INC April 1995 - July 1996
Skills
Sybase
Education
New York University - Polytechnic School of Engineering
BS, Computer Science
Odessa Polytechnic University
BS, Electro-Mechanical Engineering
James Muench's Lehman Brothers Inc. Experience May 2008 - July 2009
Job Prime Services
Industry Investment Banking
Experience
Barclays Investment Bank August 2011 - Present
Barclays Investment Bank July 2010 - August 2011
Barclays Investment Bank July 2009 - July 2010
Lehman Brothers Inc May 2008 - July 2009
Bench Gym Personal Training July 2006 - November 2007
Skills
Manage Client..., Leadership, Client Integration, Bloomberg, Securities, Microsoft Excel, Series 7, Microsoft Office, Fixed Income, Valuation, Capital Markets, Performance Reporting, Equities, Customer Service, Pricing, Derivatives, Clearing Houses, Dodd-Frank, Risk Management, Client Service Oriented, Onboarding, Legal Documents, Chartered Financial..., Cost Basis, Financial Reporting, Investment Banking, Reporting & Analysis, Trading, Options, Swaps, Portfolio Management, Financial Analysis, Due Diligence, Interest Rate..., Credit Analysis, Equity Derivatives, Credit Derivatives
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2009
Bachelor of Science (B.S.), Finance, General
Muhlenberg College 2005 — 2006
Bachelor of Arts (BA), Economics
Barclays Investment Bank August 2011 - Present
Barclays Investment Bank July 2010 - August 2011
Barclays Investment Bank July 2009 - July 2010
Lehman Brothers Inc May 2008 - July 2009
Bench Gym Personal Training July 2006 - November 2007
Skills
Manage Client..., Leadership, Client Integration, Bloomberg, Securities, Microsoft Excel, Series 7, Microsoft Office, Fixed Income, Valuation, Capital Markets, Performance Reporting, Equities, Customer Service, Pricing, Derivatives, Clearing Houses, Dodd-Frank, Risk Management, Client Service Oriented, Onboarding, Legal Documents, Chartered Financial..., Cost Basis, Financial Reporting, Investment Banking, Reporting & Analysis, Trading, Options, Swaps, Portfolio Management, Financial Analysis, Due Diligence, Interest Rate..., Credit Analysis, Equity Derivatives, Credit Derivatives
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2009
Bachelor of Science (B.S.), Finance, General
Muhlenberg College 2005 — 2006
Bachelor of Arts (BA), Economics
Laura Wolff's Lehman Brothers Inc. Experience May 2007 - September 2008
Job Director at Barclays Capital
Industry Capital Markets
Experience
Barclays Capital September 2008 - Present
Lehman Brothers Inc. May 2007 - September 2008
Simpson Thacher & Bartlett LLP September 1999 - May 2007
Milberg Weiss 1994 - 1996
Skills
Capital Markets, Investment Banking, Securities, Fixed Income, Corporate Finance
Education
Fordham University School of Law 1996 — 1999
JD
Tufts University 1990 — 1994
BA
MHS 1986 — 1990
Barclays Capital September 2008 - Present
Lehman Brothers Inc. May 2007 - September 2008
Simpson Thacher & Bartlett LLP September 1999 - May 2007
Milberg Weiss 1994 - 1996
Skills
Capital Markets, Investment Banking, Securities, Fixed Income, Corporate Finance
Education
Fordham University School of Law 1996 — 1999
JD
Tufts University 1990 — 1994
BA
MHS 1986 — 1990
Sandra Fernandez-Reus's Lehman Brothers Inc. Experience 2004 - 2008
Job VP at Lehman Brothers
Industry Investment Banking
Experience
Barclays Capital August 2004 - Present
Lehman Brothers Inc 2004 - 2008
Prudential Securities 1990 - 2004
E F Hutton & Co Inc 1981 - 1988
Education
New Jersey City University 1985 — 1990
BA, Business Admin/Computer Science
Barclays Capital August 2004 - Present
Lehman Brothers Inc 2004 - 2008
Prudential Securities 1990 - 2004
E F Hutton & Co Inc 1981 - 1988
Education
New Jersey City University 1985 — 1990
BA, Business Admin/Computer Science
Joseph Tuosto's Lehman Brothers Inc. Experience July 2005 - September 2008
Job Client Service Fixed Income at HSBC
Industry Investment Banking
Experience
HSBC Global Banking and Markets May 2014 - Present
Barclays Capital May 2010 - May 2014
Barclays Capital September 2008 - May 2010
Lehman Brothers Inc. July 2005 - September 2008
Education
Monmouth University 2000 — 2005
BA, [Major:] Finance [Minor:] Information Technology
Manalapan High School 1997 — 2000
HSBC Global Banking and Markets May 2014 - Present
Barclays Capital May 2010 - May 2014
Barclays Capital September 2008 - May 2010
Lehman Brothers Inc. July 2005 - September 2008
Education
Monmouth University 2000 — 2005
BA, [Major:] Finance [Minor:] Information Technology
Manalapan High School 1997 — 2000
Adam Borg's Lehman Brothers Inc. Experience April 2007 - December 2008
Job
Industry Capital Markets
Experience
Stifel Financial Corp. March 2012 - Present
Oppenheimer & Co. Inc. March 2011 - March 2012
DTCC December 2008 - March 2011
Lehman Brothers Inc. April 2007 - December 2008
Deloitte & Touche LLP August 2001 - April 2007
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA
Binghamton University - School of Management
BS
Stifel Financial Corp. March 2012 - Present
Oppenheimer & Co. Inc. March 2011 - March 2012
DTCC December 2008 - March 2011
Lehman Brothers Inc. April 2007 - December 2008
Deloitte & Touche LLP August 2001 - April 2007
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA
Binghamton University - School of Management
BS
Rozina Dewji's Lehman Brothers Inc. Experience November 2007 - October 2008
Job Vice President/Trading Agreements Negotiator
Industry Legal Services
Experience
Mitsubishi UFJ Securities (USA), Inc. January 2015 - Present
Citigroup April 2009 - December 2014
Lehman Brothers Inc. November 2007 - October 2008
SMBC Capital Markets, Inc. April 1994 - November 1997
Skills
Capital Markets, Hedge Funds, Credit, Derivatives, Fixed Income, ISDA
Education
Brooklyn Law School
J.D, Law
Duke University
A.B., Political Science
Mitsubishi UFJ Securities (USA), Inc. January 2015 - Present
Citigroup April 2009 - December 2014
Lehman Brothers Inc. November 2007 - October 2008
SMBC Capital Markets, Inc. April 1994 - November 1997
Skills
Capital Markets, Hedge Funds, Credit, Derivatives, Fixed Income, ISDA
Education
Brooklyn Law School
J.D, Law
Duke University
A.B., Political Science
Karen Ubelhart's Lehman Brothers Inc. Experience January 2006 - September 2008
Job Industry AnalystIndustrials at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP January 2010 - Present
Bloomberg February 2009 - December 2009
Lehman Brothers Inc January 2006 - September 2008
Government of Singapore Investment Corp (GIC) June 2001 - February 2005
Goldman Sachs International March 1998 - December 1999
Lehman 1988 - 1998
Oppenheimer & Co. 1984 - 1987
Salomon Brothers Inc 1979 - 1983
Skills
Equity Research, Equities, Bloomberg, Analytics, Portfolio Management, Fixed Income, Valuation, Capital Markets, Financial Markets, Investment Banking, Asset Management
Education
Allegheny College 1973 — 1978
B.S., Economics
Bloomberg LP January 2010 - Present
Bloomberg February 2009 - December 2009
Lehman Brothers Inc January 2006 - September 2008
Government of Singapore Investment Corp (GIC) June 2001 - February 2005
Goldman Sachs International March 1998 - December 1999
Lehman 1988 - 1998
Oppenheimer & Co. 1984 - 1987
Salomon Brothers Inc 1979 - 1983
Skills
Equity Research, Equities, Bloomberg, Analytics, Portfolio Management, Fixed Income, Valuation, Capital Markets, Financial Markets, Investment Banking, Asset Management
Education
Allegheny College 1973 — 1978
B.S., Economics
Alex Lyublinskiy's Lehman Brothers Inc. Experience July 2002 - September 2008
Job Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2011 - Present
Citi November 2009 - Present
Barclays Capital LLC September 2008 - Present
Lehman Brothers Inc. July 2002 - September 2008
Deutsche Banc Alex Brown Inc. August 2001 - July 2002
Fleet Securities Inc. November 2000 - August 2001
Spear Leads & Kellog January 2000 - November 2000
PaineWebber Inc July 1997 - January 2000
Education
Fordham Gabelli School of Business 2003 — 2006
MBA, Finance
City University of New York-Brooklyn College 1994 — 1997
BS, Computer Science
Moscow State University of Civil Engineering (MSUCE) 1990 — 1993
Civil Engineering
JPMorgan Chase April 2011 - Present
Citi November 2009 - Present
Barclays Capital LLC September 2008 - Present
Lehman Brothers Inc. July 2002 - September 2008
Deutsche Banc Alex Brown Inc. August 2001 - July 2002
Fleet Securities Inc. November 2000 - August 2001
Spear Leads & Kellog January 2000 - November 2000
PaineWebber Inc July 1997 - January 2000
Education
Fordham Gabelli School of Business 2003 — 2006
MBA, Finance
City University of New York-Brooklyn College 1994 — 1997
BS, Computer Science
Moscow State University of Civil Engineering (MSUCE) 1990 — 1993
Civil Engineering
Rosa O'Neill's Lehman Brothers Inc. Experience June 1989 - September 2008
Job Enthusiastic, talented selfstarter providing diverse support to senior management and clients in financial industry.
Industry Accounting
Experience
EY September 2014 - Present
Lehman Brothers Holdings Inc. September 2008 - December 2013
LEHMAN BROTHERS INC June 1989 - September 2008
Skills
Management, Executive Management, Expense Management, Investment Banking, Bloomberg, Office Administration, Business Development, Risk Management, Fixed Income, Investor Relations, Financial Services, Hedge Funds, Securities, Capital Markets, Travel Arrangements, Teamwork, Microsoft Office, Onboarding, Microsoft Excel, Invoice Processing, Purchase Orders, Expense Reports, Internet, Equities, Derivatives, Trading, Asset Managment, Vendor Management, Private Equity, Asset Management, Client Liaison, Collections, Troubleshooting, Invoicing
Education
City University of New York-Brooklyn College 1993 — 1998
BA, Business Management
EY September 2014 - Present
Lehman Brothers Holdings Inc. September 2008 - December 2013
LEHMAN BROTHERS INC June 1989 - September 2008
Skills
Management, Executive Management, Expense Management, Investment Banking, Bloomberg, Office Administration, Business Development, Risk Management, Fixed Income, Investor Relations, Financial Services, Hedge Funds, Securities, Capital Markets, Travel Arrangements, Teamwork, Microsoft Office, Onboarding, Microsoft Excel, Invoice Processing, Purchase Orders, Expense Reports, Internet, Equities, Derivatives, Trading, Asset Managment, Vendor Management, Private Equity, Asset Management, Client Liaison, Collections, Troubleshooting, Invoicing
Education
City University of New York-Brooklyn College 1993 — 1998
BA, Business Management
Daniello Natoli, CFA's Lehman Brothers Inc. Experience 1997 - 2000
Job
Industry Financial Services
Experience
J.P. Morgan April 2014 - May 2015
Revere Securities Corp. September 2012 - May 2013
Tocqueville Securities L.P 2009 - 2010
Matrix U.S.A. LLC 2008 - 2009
Bear, Stearns & Co. Inc 2006 - 2008
Chenango Valley Capital L.P./GDO Capital 2001 - 2006
ABN AMRO 2000 - 2001
Lehman Brothers Inc 1997 - 2000
Skills
Equities, Valuation, Options, Economics, Credit, Research, Hedge Funds, Alternative Investments, Fixed Income, Investment Banking, Private Equity, Asset Managment, Capital Markets, Derivatives, Portfolio Management, Equity Research, Management Consulting, Trading, Asset Management, Finance, FINRA, Credit Analysis, Securities, ABS, Bloomberg, Structured Finance, Financial Modeling
Education
Columbia University - Columbia Business School 2010 — 2012
MBA
New York University 2008 — 2009
M.S.
Columbia College (NY) 1994 — 1998
BA
Hotchkiss
J.P. Morgan April 2014 - May 2015
Revere Securities Corp. September 2012 - May 2013
Tocqueville Securities L.P 2009 - 2010
Matrix U.S.A. LLC 2008 - 2009
Bear, Stearns & Co. Inc 2006 - 2008
Chenango Valley Capital L.P./GDO Capital 2001 - 2006
ABN AMRO 2000 - 2001
Lehman Brothers Inc 1997 - 2000
Skills
Equities, Valuation, Options, Economics, Credit, Research, Hedge Funds, Alternative Investments, Fixed Income, Investment Banking, Private Equity, Asset Managment, Capital Markets, Derivatives, Portfolio Management, Equity Research, Management Consulting, Trading, Asset Management, Finance, FINRA, Credit Analysis, Securities, ABS, Bloomberg, Structured Finance, Financial Modeling
Education
Columbia University - Columbia Business School 2010 — 2012
MBA
New York University 2008 — 2009
M.S.
Columbia College (NY) 1994 — 1998
BA
Hotchkiss
Patricia Santoro's Lehman Brothers Inc. Experience 2005 - 2008
Job Senior Vice President, Prime Finance Project Management
Industry Financial Services
Experience
Citi August 2011 - Present
Citi June 2010 - August 2011
DTCC October 2008 - May 2010
Lehman Brothers, Inc 2005 - 2008
Morgan Stanley 2003 - 2005
Merrill Lynch 2002 - 2003
Riverside Financial Group 2001 - 2002
Skills
Series 7, Derivatives, Credit Derivatives, Interest Rate..., Equity Derivatives, Clearing, Series 63, Business Relationship..., Dodd-Frank, OTC, Clearing Houses, FX Derivatives, Capital Markets
Education
Marist College 1997 — 2001
Bachelor of Science, Business Admin- Finance
Citi August 2011 - Present
Citi June 2010 - August 2011
DTCC October 2008 - May 2010
Lehman Brothers, Inc 2005 - 2008
Morgan Stanley 2003 - 2005
Merrill Lynch 2002 - 2003
Riverside Financial Group 2001 - 2002
Skills
Series 7, Derivatives, Credit Derivatives, Interest Rate..., Equity Derivatives, Clearing, Series 63, Business Relationship..., Dodd-Frank, OTC, Clearing Houses, FX Derivatives, Capital Markets
Education
Marist College 1997 — 2001
Bachelor of Science, Business Admin- Finance
Vanda Phillip's Lehman Brothers Inc. Experience December 1984 - March 2008
Job Banking/Administrative Assistant/Paralegal Professional
Industry Investment Banking
Experience
Lehman Brothers December 1984 - March 2008
LEHMAN BROTHERS INC December 1984 - March 2008
Global Power and Mergers January 1990 - January 2008
Lehman Brothers Inc January 1984 - January 1989
Skills
Recruiting, Microsoft Excel, Fixed Income, Expenses, Private Equity, Securities, Equities, Administrative..., Calendars, Microsoft Office, Travel Arrangements, Banking, Outlook, Analysis, Management, Concur
Education
Borough of Manhattan Community College 2009 — 2010
No, Paralegal Studies
Pace University - Lubin School of Business 1996 — 2004
BBA, General Business
Kingsborough Community College 1981 — 1983
Associate of Applied Science, Secretarial Science
Abraham Lincoln High School 1977 — 1981
Academic Diploma, Academic
Pace University
Bachelor, Business Administration
Lehman Brothers December 1984 - March 2008
LEHMAN BROTHERS INC December 1984 - March 2008
Global Power and Mergers January 1990 - January 2008
Lehman Brothers Inc January 1984 - January 1989
Skills
Recruiting, Microsoft Excel, Fixed Income, Expenses, Private Equity, Securities, Equities, Administrative..., Calendars, Microsoft Office, Travel Arrangements, Banking, Outlook, Analysis, Management, Concur
Education
Borough of Manhattan Community College 2009 — 2010
No, Paralegal Studies
Pace University - Lubin School of Business 1996 — 2004
BBA, General Business
Kingsborough Community College 1981 — 1983
Associate of Applied Science, Secretarial Science
Abraham Lincoln High School 1977 — 1981
Academic Diploma, Academic
Pace University
Bachelor, Business Administration
Christy Searl's Lehman Brothers Inc. Experience February 2000 - October 2008
Job Senior Vice President at Lehman Brothers
Industry Financial Services
Experience
Lehman Brothers Holdings Inc. October 2008 - Present
Lehman Brothers Inc. February 2000 - October 2008
Chadbourne & Parke LLP 1995 - 2000
Skills
Private Equity, Corporate Law, Fixed Income, Hedge Funds, Arbitration, Litigation, Investment Banking, Due Diligence, Securities, Mediation, Capital Markets, Bankruptcy, Trials, Alternative Investments, Derivatives, Equities, Asset Management
Education
Georgetown University Law Center 1992 — 1995
JD
Brown University 1987 — 1991
BA, English, History
Wilmington Friends School 1975 — 1987
Lehman Brothers Holdings Inc. October 2008 - Present
Lehman Brothers Inc. February 2000 - October 2008
Chadbourne & Parke LLP 1995 - 2000
Skills
Private Equity, Corporate Law, Fixed Income, Hedge Funds, Arbitration, Litigation, Investment Banking, Due Diligence, Securities, Mediation, Capital Markets, Bankruptcy, Trials, Alternative Investments, Derivatives, Equities, Asset Management
Education
Georgetown University Law Center 1992 — 1995
JD
Brown University 1987 — 1991
BA, English, History
Wilmington Friends School 1975 — 1987
Joanne Chormanski's Lehman Brothers Inc. Experience September 2000 - September 2008
Job Senior Legal Counsel Litigation at HSBC
Industry Financial Services
Experience
HSBC July 2013 - Present
Lehman Brothers Holdings Inc. October 2008 - July 2013
Lehman Brothers Inc. September 2000 - September 2008
Citigroup September 1998 - October 2000
Willkie Farr & Gallagher LLP September 1991 - August 1998
Skills
Litigation, Securities Litigation, Derivatives
Education
Franklin & Marshall College 1988 — 1991
BA, Political Science
New York University School of Law 1988 — 1991
JD, Law
HSBC July 2013 - Present
Lehman Brothers Holdings Inc. October 2008 - July 2013
Lehman Brothers Inc. September 2000 - September 2008
Citigroup September 1998 - October 2000
Willkie Farr & Gallagher LLP September 1991 - August 1998
Skills
Litigation, Securities Litigation, Derivatives
Education
Franklin & Marshall College 1988 — 1991
BA, Political Science
New York University School of Law 1988 — 1991
JD, Law
James Kase's Lehman Brothers Inc. Experience October 1995 - March 2000
Job Global Head of IR at Capula Investment Management LLP
Industry Financial Services
Experience
Capula Investment Management LLP September 2013 - Present
STATE STREET GLOBAL ADVISORS March 2009 - September 2012
ING Investment Management Americas October 2005 - January 2009
MERRILL LYNCH INVESTMENT MANAGERS March 2000 - October 2005
LEHMAN BROTHERS INC October 1995 - March 2000
SWISS BANK CORPORATION October 1993 - October 1995
BANKERS TRUST COMPANY October 1986 - October 1993
SALOMON BROTHERS INC February 1983 - October 1986
Skills
Business Strategy, Strategic Partnerships, Relationship Marketing, Sales Management, Alternative Investments, Asset Managment, Innovation, Change Management, Revenue & Profit Growth, Fixed Income, Hedge Funds, Equities, Derivatives, Investments, ETFs, Financial Services, Management, Commodity, Bonds, Series 7, Institutional..., Strategy, Portfolio Management, Finance, Capital Markets, Relationship Management, Business Development, Financial Markets, Structured Products, Investment Management, Investment Banking, Securities, Asset Allocation, Mutual Funds, Structured Finance, Strategic Planning
Education
Brown University
BA, Political Science
Hamden Hall Country Day School 1975 — 1978
Capula Investment Management LLP September 2013 - Present
STATE STREET GLOBAL ADVISORS March 2009 - September 2012
ING Investment Management Americas October 2005 - January 2009
MERRILL LYNCH INVESTMENT MANAGERS March 2000 - October 2005
LEHMAN BROTHERS INC October 1995 - March 2000
SWISS BANK CORPORATION October 1993 - October 1995
BANKERS TRUST COMPANY October 1986 - October 1993
SALOMON BROTHERS INC February 1983 - October 1986
Skills
Business Strategy, Strategic Partnerships, Relationship Marketing, Sales Management, Alternative Investments, Asset Managment, Innovation, Change Management, Revenue & Profit Growth, Fixed Income, Hedge Funds, Equities, Derivatives, Investments, ETFs, Financial Services, Management, Commodity, Bonds, Series 7, Institutional..., Strategy, Portfolio Management, Finance, Capital Markets, Relationship Management, Business Development, Financial Markets, Structured Products, Investment Management, Investment Banking, Securities, Asset Allocation, Mutual Funds, Structured Finance, Strategic Planning
Education
Brown University
BA, Political Science
Hamden Hall Country Day School 1975 — 1978
Julie Hallowell's Lehman Brothers Inc. Experience January 2000 - January 2004
Job Independent Financial Services Professional
Industry Financial Services
Experience
Wachovia Securities, Inc April 2007 - September 2008
COO of Financial Sponsors Group November 2006 - April 2007
2004-2006Bear, Stearns & Co. Inc February 2004 - November 2006
Lehman Brothers, Inc January 2000 - January 2004
Merrill Lynch & Co., Inc January 1998 - January 2000
Chase Securities Inc. (Formerly Chemical Securities, Inc January 1991 - January 1998
Chemical Bank 1991 - 1994
Arthur Andersen & Co January 1987 - January 1989
Skills
Executive Management, Risk Management, Strategy, Mergers, New Business Development, Management, Mergers & Acquisitions, Investments, Portfolio Management, Financial Analysis, Finance, Banking, Investment Banking
Education
University of Virginia Darden School of Business 1989 — 1991
MBA, Finance
Emory University 1983 — 1987
BA, Economics
The London School of Economics and Political Science (LSE) 1985 — 1985
Economics
Severna Park 1979 — 1983
HS Diploma
The London School of Economics
and Political Science; on International Economics and International Trade
Wachovia Securities, Inc April 2007 - September 2008
COO of Financial Sponsors Group November 2006 - April 2007
2004-2006Bear, Stearns & Co. Inc February 2004 - November 2006
Lehman Brothers, Inc January 2000 - January 2004
Merrill Lynch & Co., Inc January 1998 - January 2000
Chase Securities Inc. (Formerly Chemical Securities, Inc January 1991 - January 1998
Chemical Bank 1991 - 1994
Arthur Andersen & Co January 1987 - January 1989
Skills
Executive Management, Risk Management, Strategy, Mergers, New Business Development, Management, Mergers & Acquisitions, Investments, Portfolio Management, Financial Analysis, Finance, Banking, Investment Banking
Education
University of Virginia Darden School of Business 1989 — 1991
MBA, Finance
Emory University 1983 — 1987
BA, Economics
The London School of Economics and Political Science (LSE) 1985 — 1985
Economics
Severna Park 1979 — 1983
HS Diploma
The London School of Economics
and Political Science; on International Economics and International Trade
Jack Newman's Lehman Brothers Inc. Experience January 1994 - January 2008
Job Financial Professional at AXA Advisors. LLC
Industry Financial Services
Experience
AXA-Advisors, LLC October 2011 - Present
PAI HSIN REN KARATE CLUB May 1983 - Present
MFR Securities, Inc. December 2009 - December 2010
Lehman Brothers March 1975 - October 2008
LEHMAN BROTHERS INC January 1994 - January 2008
Lehman Brothers 1975 - 2008
Skills
Martial Arts, Asset Management, Risk Management, Tai Chi, Building Professional..., Maintaining...
Education
Wagner College 1981 — 1986
MBA, FINANCE
City University of New York-Brooklyn College 1971 — 1977
Bachelor of Science (BS), Economics
City University of New York-Brooklyn College 1971 — 1975
BS, Economics
AXA-Advisors, LLC October 2011 - Present
PAI HSIN REN KARATE CLUB May 1983 - Present
MFR Securities, Inc. December 2009 - December 2010
Lehman Brothers March 1975 - October 2008
LEHMAN BROTHERS INC January 1994 - January 2008
Lehman Brothers 1975 - 2008
Skills
Martial Arts, Asset Management, Risk Management, Tai Chi, Building Professional..., Maintaining...
Education
Wagner College 1981 — 1986
MBA, FINANCE
City University of New York-Brooklyn College 1971 — 1977
Bachelor of Science (BS), Economics
City University of New York-Brooklyn College 1971 — 1975
BS, Economics
Jeffrey Hartnagel's Lehman Brothers Inc. Experience June 2003 - June 2004
Job Vice President/ Due Diligence Manager at Spurs Capital
Industry Investment Banking
Experience
Spurs Capital June 2013 - Present
Standard & Poor's July 2010 - June 2013
Independent Contractor October 2007 - August 2010
Merrill Lynch September 2006 - September 2007
Nomura Securities, Inc June 2004 - August 2006
Lehman Brothers, Inc June 2003 - June 2004
Credit Suisse First Boston March 2001 - June 2003
The Bohan Group January 1996 - March 2001
The Resolution Trust Corp/Merrill Lynch January 1991 - January 1995
Skills
Credit, Management, Risk Management, Loans, Credit Risk, Capital Markets, Financial Risk, Due Diligence, Residential Mortgages, Loan Origination, Mortgage Lending, Fixed Income, Asset Management, Loss Mitigation, Banking, Structured Finance, Underwriting, Securities
Education
New York University
Commercial Underwriting
Fordham University
BS, Marketing
Spurs Capital June 2013 - Present
Standard & Poor's July 2010 - June 2013
Independent Contractor October 2007 - August 2010
Merrill Lynch September 2006 - September 2007
Nomura Securities, Inc June 2004 - August 2006
Lehman Brothers, Inc June 2003 - June 2004
Credit Suisse First Boston March 2001 - June 2003
The Bohan Group January 1996 - March 2001
The Resolution Trust Corp/Merrill Lynch January 1991 - January 1995
Skills
Credit, Management, Risk Management, Loans, Credit Risk, Capital Markets, Financial Risk, Due Diligence, Residential Mortgages, Loan Origination, Mortgage Lending, Fixed Income, Asset Management, Loss Mitigation, Banking, Structured Finance, Underwriting, Securities
Education
New York University
Commercial Underwriting
Fordham University
BS, Marketing
Paul Fombershteyn's Lehman Brothers Inc. Experience May 2005 - October 2008
Job Fixed Income Trade Capture Analyst at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank October 2014 - Present
Barclays Capital Inc September 2010 - Present
Barclays Capital Inc October 2008 - September 2010
Lehman Brothers Inc May 2005 - October 2008
Education
Baruch College 1999 — 2005
Bachelor of Business Administration (BBA), Finance, General
CUNY Bernard Baruch College, Zicklin School of Business 1999 — 2005
Bachelor of Business Administration, Finance
Barclays Investment Bank October 2014 - Present
Barclays Capital Inc September 2010 - Present
Barclays Capital Inc October 2008 - September 2010
Lehman Brothers Inc May 2005 - October 2008
Education
Baruch College 1999 — 2005
Bachelor of Business Administration (BBA), Finance, General
CUNY Bernard Baruch College, Zicklin School of Business 1999 — 2005
Bachelor of Business Administration, Finance
Edmond Papantonio's Lehman Brothers Inc. Experience July 2002 - October 2008
Job Vice President and Corporate Counsel, Prudential Financial
Industry Financial Services
Experience
Prudential Financial January 2010 - Present
Barclays Capital October 2008 - November 2009
Lehman Brothers Inc. July 2002 - October 2008
Lehman Brothers Japan Inc. March 1996 - June 2002
White & Case LLP 1991 - 1993
White & Case LLP 1991 - 1993
Brown & Wood 1983 - 1988
Education
Fordham University School of Law 1976 — 1979
JD, Law
University of Michigan 1972 — 1976
MA, Japanese literature
Georgetown University 1964 — 1968
BA, History
Prudential Financial January 2010 - Present
Barclays Capital October 2008 - November 2009
Lehman Brothers Inc. July 2002 - October 2008
Lehman Brothers Japan Inc. March 1996 - June 2002
White & Case LLP 1991 - 1993
White & Case LLP 1991 - 1993
Brown & Wood 1983 - 1988
Education
Fordham University School of Law 1976 — 1979
JD, Law
University of Michigan 1972 — 1976
MA, Japanese literature
Georgetown University 1964 — 1968
BA, History
Billy Macaluso's Lehman Brothers Inc. Experience 1987 - 1999
Job Managing Director at BNY Mellon Investment Management
Industry Financial Services
Experience
BNY Mellon Investment Management July 2012 - Present
Citigroup Global Markets Inc December 2009 - April 2011
Fidelity Capital Markets 1999 - 2008
Fidelity Investments - FBC 1999 - 2008
Lehman Brothers Inc 1987 - 1999
Skills
Series 63, Equities, Prime Brokerage, Hedge Funds, Fixed Income, Capital Markets, Alternative Investments, Securities Lending, Trading, Securities, Bloomberg, Electronic Trading, Asset Managment, Trading Systems, Mutual Funds, Series 24, Investments, Derivatives, Equity Trading
Education
College of the Holy Cross 1983 — 1987
BA, Economics, History
BNY Mellon Investment Management July 2012 - Present
Citigroup Global Markets Inc December 2009 - April 2011
Fidelity Capital Markets 1999 - 2008
Fidelity Investments - FBC 1999 - 2008
Lehman Brothers Inc 1987 - 1999
Skills
Series 63, Equities, Prime Brokerage, Hedge Funds, Fixed Income, Capital Markets, Alternative Investments, Securities Lending, Trading, Securities, Bloomberg, Electronic Trading, Asset Managment, Trading Systems, Mutual Funds, Series 24, Investments, Derivatives, Equity Trading
Education
College of the Holy Cross 1983 — 1987
BA, Economics, History
Jenny Chin's Lehman Brothers Inc. Experience September 2005 - September 2008
Job Vice President Corporate Insurance at Goldman Sachs
Industry Insurance
Experience
Goldman Sachs April 2013 - Present
PricewaterhouseCoopers LLP July 2012 - April 2013
Barclays Capital February 2011 - March 2012
Barclays Capital Inc. September 2008 - February 2011
Lehman Brothers Inc. September 2005 - September 2008
Jardine Lloyd Thompson January 2005 - September 2005
Marsh USA Inc. June 1999 - December 2004
Skills
Risk Assessment, Strategic Planning, Budget Process, Team Management, Project Management, Insurance Program Design, Contract Negotiation, Alternative RIsk..., Stakeholder Management, Policy and Procedure..., Claims Management, Cost Benefit Analysis, Premium Allocation, Senior Management..., Due Diligence for..., International Program..., Insurance, Due Diligence, Program Management, Property & Casualty...
Education
Mount Holyoke College 1995 — 1999
Bachelor of Arts, Biochemistry
Goldman Sachs April 2013 - Present
PricewaterhouseCoopers LLP July 2012 - April 2013
Barclays Capital February 2011 - March 2012
Barclays Capital Inc. September 2008 - February 2011
Lehman Brothers Inc. September 2005 - September 2008
Jardine Lloyd Thompson January 2005 - September 2005
Marsh USA Inc. June 1999 - December 2004
Skills
Risk Assessment, Strategic Planning, Budget Process, Team Management, Project Management, Insurance Program Design, Contract Negotiation, Alternative RIsk..., Stakeholder Management, Policy and Procedure..., Claims Management, Cost Benefit Analysis, Premium Allocation, Senior Management..., Due Diligence for..., International Program..., Insurance, Due Diligence, Program Management, Property & Casualty...
Education
Mount Holyoke College 1995 — 1999
Bachelor of Arts, Biochemistry
Yajaira Martinez-Rozo's Lehman Brothers Inc. Experience January 1999 - January 2000
Job Administrative Secretary
Industry Marketing and Advertising
Experience
Classified 2009 - Present
Palm Beach County School District August 2008 - June 2009
Broward County Schools January 2006 - June 2008
Terry Hines & Associates 2005 - 2005
CSA Marketing 2004 - 2004
Claxson Interactive Group January 2000 - January 2003
Cisneros Group of Companies 2000 - 2003
Lehman Brothers Inc January 1999 - January 2000
Education
Florida Atlantic University 2011 — 2011
Columbia University 1993 — 1999
Bachelor of Arts, Spanish Language & Literature and Latino Studies
Classified 2009 - Present
Palm Beach County School District August 2008 - June 2009
Broward County Schools January 2006 - June 2008
Terry Hines & Associates 2005 - 2005
CSA Marketing 2004 - 2004
Claxson Interactive Group January 2000 - January 2003
Cisneros Group of Companies 2000 - 2003
Lehman Brothers Inc January 1999 - January 2000
Education
Florida Atlantic University 2011 — 2011
Columbia University 1993 — 1999
Bachelor of Arts, Spanish Language & Literature and Latino Studies
Yaroslav Matushevski's Lehman Brothers Inc. Experience June 2005 - August 2005
Job Business Analyst
Industry Financial Services
Experience
Epsilon Consulting Services 2011 - Present
iSoftStone Information Technology Group June 2010 - September 2010
Lehman Brothers Inc June 2005 - August 2005
Skills
Microsoft Excel, PowerPoint, Management, Project Planning, Process Improvement, Accounting, Finance
Education
Boston University - School of Management
Bachelor's Degree, Business Administration and Management; Finance
Fudan University
Epsilon Consulting Services 2011 - Present
iSoftStone Information Technology Group June 2010 - September 2010
Lehman Brothers Inc June 2005 - August 2005
Skills
Microsoft Excel, PowerPoint, Management, Project Planning, Process Improvement, Accounting, Finance
Education
Boston University - School of Management
Bachelor's Degree, Business Administration and Management; Finance
Fudan University
Mannan Patel's Lehman Brothers Inc. Experience June 2008 - August 2008
Job
Industry Investment Management
Experience
Bank of New York Mellon September 2010 - September 2014
AllianceBernstein September 2009 - May 2010
Amper Financial Services, LLC September 2008 - February 2009
Lehman Brothers Inc June 2008 - August 2008
Verizon Wireless November 2005 - August 2007
Skills
Investments, Asset Managment, Selling, Financial Services, Sales, Financial Risk, Asset Management, Banking, Project Management, Financial Analysis, Financial Modeling
Education
Career Path Academy 2011 — 2011
Real Estate
New Jersey Institute of Technology 2008 — 2010
B.S, Business Administration (finance concentration)
Bank of New York Mellon September 2010 - September 2014
AllianceBernstein September 2009 - May 2010
Amper Financial Services, LLC September 2008 - February 2009
Lehman Brothers Inc June 2008 - August 2008
Verizon Wireless November 2005 - August 2007
Skills
Investments, Asset Managment, Selling, Financial Services, Sales, Financial Risk, Asset Management, Banking, Project Management, Financial Analysis, Financial Modeling
Education
Career Path Academy 2011 — 2011
Real Estate
New Jersey Institute of Technology 2008 — 2010
B.S, Business Administration (finance concentration)
david diep's Lehman Brothers Inc. Experience May 2000 - March 2004
Job Analyst at Hsbc bank usa
Industry Banking
Experience
Hsbc bank usa September 2010 - Present
hsbc bank usa February 2008 - January 2010
Bank USA, NA February 2008 - January 2010
Suisse USA, Inc September 2007 - February 2008
Kingdom Realty March 2004 - August 2007
Lehman Brothers, Inc May 2000 - March 2004
Lehman Brothers Bank 2002 - 2004
DLJ 2000 - 2001
The Fuji Bank and Trust February 1998 - May 2000
Corporate Trust Structured Finance Services December 1996 - February 1998
Education
Binghamton University 1988 — 1991
BA, Mathematic
Binghamton University 1988 — 1991
BA, Mathematics
Hsbc bank usa September 2010 - Present
hsbc bank usa February 2008 - January 2010
Bank USA, NA February 2008 - January 2010
Suisse USA, Inc September 2007 - February 2008
Kingdom Realty March 2004 - August 2007
Lehman Brothers, Inc May 2000 - March 2004
Lehman Brothers Bank 2002 - 2004
DLJ 2000 - 2001
The Fuji Bank and Trust February 1998 - May 2000
Corporate Trust Structured Finance Services December 1996 - February 1998
Education
Binghamton University 1988 — 1991
BA, Mathematic
Binghamton University 1988 — 1991
BA, Mathematics
Kristin Jennifer's Lehman Brothers Inc. Experience February 2005 - September 2007
Job Corporate Social Responsibility Officer/HR Coordinator
Industry Building Materials
Experience
The Wire Mesh Corporation December 2013 - Present
Donovan Law Office January 2014 - Present
Munsch Hardt Kopf & Harr, P.C. August 2013 - December 2013
Donovan Law Office PLLC October 2011 - September 2013
Vantage Force, Inc November 2009 - October 2010
Foster Quan LLP September 2007 - September 2009
Lehman Brothers, Inc February 2005 - September 2007
Wal-Mart Stores, Inc October 2002 - April 2003
Ziff Davis Media 2000 - 2001
Skills
Visas, J-1, H-1B, Immigration Issues, Immigration Law, O-1, TN Visa, EB-5, E-2, Adjustment Of Status, L-1, Employee Relations, Courts, Legal Assistance, Expatriate Management, Consular Processing, E-3, Litigation, Corporate Law, Labor Certification, Appeals, Employment-based..., Global Immigration, Naturalization, U.S. Immigration, Citizenship, Global Mobility, Deferred Compensation, Administrative Law, Legal Research, International Law, Human Resources, Legal Writing, Legal Compliance, Legal Issues, Asylum, I-9 Compliance, Employment Law, Westlaw, Legal Advice, Business Visas
Education
Barnard College 2000 — 2004
Bachelor of Art, Political Science; Economics
Antioch High School 1995 — 1997
High School Diploma, College Bound Track
Clear creek High School 1993 — 1995
The Wire Mesh Corporation December 2013 - Present
Donovan Law Office January 2014 - Present
Munsch Hardt Kopf & Harr, P.C. August 2013 - December 2013
Donovan Law Office PLLC October 2011 - September 2013
Vantage Force, Inc November 2009 - October 2010
Foster Quan LLP September 2007 - September 2009
Lehman Brothers, Inc February 2005 - September 2007
Wal-Mart Stores, Inc October 2002 - April 2003
Ziff Davis Media 2000 - 2001
Skills
Visas, J-1, H-1B, Immigration Issues, Immigration Law, O-1, TN Visa, EB-5, E-2, Adjustment Of Status, L-1, Employee Relations, Courts, Legal Assistance, Expatriate Management, Consular Processing, E-3, Litigation, Corporate Law, Labor Certification, Appeals, Employment-based..., Global Immigration, Naturalization, U.S. Immigration, Citizenship, Global Mobility, Deferred Compensation, Administrative Law, Legal Research, International Law, Human Resources, Legal Writing, Legal Compliance, Legal Issues, Asylum, I-9 Compliance, Employment Law, Westlaw, Legal Advice, Business Visas
Education
Barnard College 2000 — 2004
Bachelor of Art, Political Science; Economics
Antioch High School 1995 — 1997
High School Diploma, College Bound Track
Clear creek High School 1993 — 1995
James Grzymkowski's Lehman Brothers Inc. Experience April 2005 - January 2006
Job Mortgage Service Specialist 2 at Bank of America Home Loans
Industry Financial Services
Experience
Bank of America Home Loans July 2010 - Present
WACHOVIA SECURITIES / WELLS FARGO August 2008 - December 2009
CITI SMITH BARNEY October 2006 - August 2008
LEHMAN BROTHERS, INC April 2005 - January 2006
WEICHERT COMMERCIAL BROKERAGE, INC June 1999 - April 2005
Education
Colgate University
Bachelor of Arts, Economics & Fine Arts
Bank of America Home Loans July 2010 - Present
WACHOVIA SECURITIES / WELLS FARGO August 2008 - December 2009
CITI SMITH BARNEY October 2006 - August 2008
LEHMAN BROTHERS, INC April 2005 - January 2006
WEICHERT COMMERCIAL BROKERAGE, INC June 1999 - April 2005
Education
Colgate University
Bachelor of Arts, Economics & Fine Arts
Anthony Mauceri's Lehman Brothers Inc. Experience May 1985 - November 2000
Job Vice President at Bank of America
Industry Banking
Experience
Bank of America September 2010 - November 2012
Bank Of America September 2010 - November 2012
Commerzbank AG September 2003 - September 2010
Commerzbank / Dresdner Kleinwort September 2003 - September 2010
Citibank / Saloman Smith Barney November 2000 - September 2003
Citibank / Salomon Smith Barney November 2000 - September 2003
Lehman Brothers Inc May 1985 - November 2000
Lehman Brothers May 1985 - 2000
Skills
Structured Products, Credit Derivatives, Interest Rate..., Credit Trading, Equity Derivatives, Fixed Income, Syndications, Swaps, Structured Finance, ABS, Investment Banking, Derivatives, Middle Office, Securities Lending, CDO, Financial Reporting, Financial Accounting, Balance Sheet Review, Bloomberg, Finance
Education
Hofstra University 1981 — 1985
Bachelor of Business Administration (BBA), Accounting and Finance
Hofstra University 1981 — 1985
BBA, Business; Finance
Bank of America September 2010 - November 2012
Bank Of America September 2010 - November 2012
Commerzbank AG September 2003 - September 2010
Commerzbank / Dresdner Kleinwort September 2003 - September 2010
Citibank / Saloman Smith Barney November 2000 - September 2003
Citibank / Salomon Smith Barney November 2000 - September 2003
Lehman Brothers Inc May 1985 - November 2000
Lehman Brothers May 1985 - 2000
Skills
Structured Products, Credit Derivatives, Interest Rate..., Credit Trading, Equity Derivatives, Fixed Income, Syndications, Swaps, Structured Finance, ABS, Investment Banking, Derivatives, Middle Office, Securities Lending, CDO, Financial Reporting, Financial Accounting, Balance Sheet Review, Bloomberg, Finance
Education
Hofstra University 1981 — 1985
Bachelor of Business Administration (BBA), Accounting and Finance
Hofstra University 1981 — 1985
BBA, Business; Finance
Nancy Valerio's Lehman Brothers Inc. Experience March 1994 - October 1996
Job Executive Assistant
Industry Financial Services
Experience
Fletcher Asset December 2011 - Present
Mitchell & Titus, LLP December 2010 - July 2011
THE NYC Business Networking Group May 2008 - June 2010
ODGEN CAPITAL PROPERTIES; MELLON BANK - HBV FUND; BANK OF NEW YORK; MARSH USA; MEDIAEDGE:CIA; MORGA April 2003 - May 2008
Temporarily Yours Staffing June 2002 - January 2003
ARTHUR ANDERSEN LLP February 1998 - July 2001
CAREER EXPERIENCE October 1996 - February 1998
LEHMAN BROTHERS, INC March 1994 - October 1996
HERZOG, HEINE, GEDULD, INC May 1991 - March 1994
Skills
Administrative..., Microsoft Excel, Outlook, PowerPoint, Lotus Notes, Microsoft Word, Microsoft Office, Editing, Sales, Public Speaking, Employee Benefits, Recruiting, Spreadsheets, Calendars, Human Resources, PeopleSoft, Customer Service, Employee Relations, Access, Event Planning, Executive..., Accounting, Payroll, Accounts Payable, Invoicing
Education
Katherine Gibbs School 1995 — 1996
CERTIFICATION, Secretarial and Administration Sciences
Katharine Gibbs School, Inc. 1985 — 1996
Secretarial and Administration Sciences, Secretarial and Administration Sciences
Katharine Gibbs School, Inc.
Fletcher Asset December 2011 - Present
Mitchell & Titus, LLP December 2010 - July 2011
THE NYC Business Networking Group May 2008 - June 2010
ODGEN CAPITAL PROPERTIES; MELLON BANK - HBV FUND; BANK OF NEW YORK; MARSH USA; MEDIAEDGE:CIA; MORGA April 2003 - May 2008
Temporarily Yours Staffing June 2002 - January 2003
ARTHUR ANDERSEN LLP February 1998 - July 2001
CAREER EXPERIENCE October 1996 - February 1998
LEHMAN BROTHERS, INC March 1994 - October 1996
HERZOG, HEINE, GEDULD, INC May 1991 - March 1994
Skills
Administrative..., Microsoft Excel, Outlook, PowerPoint, Lotus Notes, Microsoft Word, Microsoft Office, Editing, Sales, Public Speaking, Employee Benefits, Recruiting, Spreadsheets, Calendars, Human Resources, PeopleSoft, Customer Service, Employee Relations, Access, Event Planning, Executive..., Accounting, Payroll, Accounts Payable, Invoicing
Education
Katherine Gibbs School 1995 — 1996
CERTIFICATION, Secretarial and Administration Sciences
Katharine Gibbs School, Inc. 1985 — 1996
Secretarial and Administration Sciences, Secretarial and Administration Sciences
Katharine Gibbs School, Inc.
Ralph Hellmold's Lehman Brothers Inc. Experience 1971 - 1987
Job Director, Core Molding Technologies
Industry Financial Services
Experience
Core Molding Technologies April 1996 - Present
Hellmold&Co., LLC 2005 - 2012
Columbia University School of International and Public Affairs January 1996 - August 2010
Edelbrock Corporation January 1999 - December 2004
AHL Shipping Company January 1996 - June 2004
Hellmold Associates, Inc 1990 - 2004
International Aircraft Investors January 1998 - December 2002
Prudential-Bache 1987 - 1990
Lehman Brothers, Inc 1971 - 1987
Skills
Restructuring, Strategic Planning, Mergers, Financial Modeling, Venture Capital, Due Diligence, Corporate Finance, Budgets, Business Valuation, Start-ups, Financial Analysis, Forecasting, Finance, Investment Banking, Investments, Mergers & Acquisitions, New Business Development, Management, Strategy
Education
Columbia University - School of International and Public Affairs 1963 — 1965
MIA, International Relations
Harvard University 1958 — 1962
AB, mcl, Government/Int'l Relations
Core Molding Technologies April 1996 - Present
Hellmold&Co., LLC 2005 - 2012
Columbia University School of International and Public Affairs January 1996 - August 2010
Edelbrock Corporation January 1999 - December 2004
AHL Shipping Company January 1996 - June 2004
Hellmold Associates, Inc 1990 - 2004
International Aircraft Investors January 1998 - December 2002
Prudential-Bache 1987 - 1990
Lehman Brothers, Inc 1971 - 1987
Skills
Restructuring, Strategic Planning, Mergers, Financial Modeling, Venture Capital, Due Diligence, Corporate Finance, Budgets, Business Valuation, Start-ups, Financial Analysis, Forecasting, Finance, Investment Banking, Investments, Mergers & Acquisitions, New Business Development, Management, Strategy
Education
Columbia University - School of International and Public Affairs 1963 — 1965
MIA, International Relations
Harvard University 1958 — 1962
AB, mcl, Government/Int'l Relations
Cynthia Fogle's Lehman Brothers Inc. Experience August 2006 - May 2008
Job Accounts Payable Specialist
Industry Accounting
Experience
Kawasaki Motors Corp., U.S.A. June 2012 - November 2014
Sweet Life Enterprises August 2011 - June 2012
PIMCO January 2011 - August 2011
American Career College November 2008 - December 2010
Lehman Brothers Inc. August 2006 - May 2008
Guest-Tek December 2005 - August 2006
Skills
Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Accruals, Financial Reporting, General Ledger, Great Plains Software, Journal Entries, Microsoft Excel, Microsoft Word, Microsoft Office, Data Entry, Auditing
Education
Webster University 2014 — 2015
Bachelor's degree
Golden West College
AA
Kawasaki Motors Corp., U.S.A. June 2012 - November 2014
Sweet Life Enterprises August 2011 - June 2012
PIMCO January 2011 - August 2011
American Career College November 2008 - December 2010
Lehman Brothers Inc. August 2006 - May 2008
Guest-Tek December 2005 - August 2006
Skills
Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Accruals, Financial Reporting, General Ledger, Great Plains Software, Journal Entries, Microsoft Excel, Microsoft Word, Microsoft Office, Data Entry, Auditing
Education
Webster University 2014 — 2015
Bachelor's degree
Golden West College
AA
Glenn Medwar's Lehman Brothers Inc. Experience June 1998 - December 2002
Job Investment Banking & Credit Investment Professional
Industry Financial Services
Experience
CRT Capital Group Managing DirectorFBR Capital Markets & Co.June 2010 - December 2011
Moore Capital Management, LP / Amherst Securities Group, LP August 2008 - June 2010
Credit Suisse Securities (USA) LLC March 2005 - August 2008
RBC Capital Markets Corp. April 2003 - March 2005
Lehman Brothers Inc. June 1998 - December 2002
Camp Dresser & McKee Inc. January 1991 - August 1996
Skills
Leveraged Finance, Private Equity, Hedge Funds, Investment Banking, LBO, M&A, Strategic Advisory, Corporate Finance, Credit Analysis, Capital Markets, Syndications, High Yield, Loans, Credit Portfolio...
Education
Massachusetts Institute of Technology - Sloan School of Management 1996 — 1998
MBA
University of Massachusetts, Amherst 1986 — 1991
BS
CRT Capital Group Managing DirectorFBR Capital Markets & Co.June 2010 - December 2011
Moore Capital Management, LP / Amherst Securities Group, LP August 2008 - June 2010
Credit Suisse Securities (USA) LLC March 2005 - August 2008
RBC Capital Markets Corp. April 2003 - March 2005
Lehman Brothers Inc. June 1998 - December 2002
Camp Dresser & McKee Inc. January 1991 - August 1996
Skills
Leveraged Finance, Private Equity, Hedge Funds, Investment Banking, LBO, M&A, Strategic Advisory, Corporate Finance, Credit Analysis, Capital Markets, Syndications, High Yield, Loans, Credit Portfolio...
Education
Massachusetts Institute of Technology - Sloan School of Management 1996 — 1998
MBA
University of Massachusetts, Amherst 1986 — 1991
BS
Andrea J. Bahry's Lehman Brothers Inc. Experience November 2006 - February 2009
Job Executive Assistant at Citi
Industry Financial Services
Experience
Citi March 2013 - Present
UBS Investment Bank July 2011 - January 2013
Credit Suisse January 2011 - July 2011
Encore Bank May 2010 - January 2011
LEHMAN BROTHERS, Inc November 2006 - February 2009
Encore Bank June 2006 - August 2006
ERNST & YOUNG, LLP December 2005 - May 2006
ABN AMRO Inc July 2003 - December 2005
GOLDMAN SACHS & CO April 2001 - July 2003
GOLDMAN SACHS & CO March 2000 - April 2001
Skills
Human Resources, Outlook, Management, Administrative..., Interviews
Education
Niagara University
Bachelors, Social Science (Social Work)
Citi March 2013 - Present
UBS Investment Bank July 2011 - January 2013
Credit Suisse January 2011 - July 2011
Encore Bank May 2010 - January 2011
LEHMAN BROTHERS, Inc November 2006 - February 2009
Encore Bank June 2006 - August 2006
ERNST & YOUNG, LLP December 2005 - May 2006
ABN AMRO Inc July 2003 - December 2005
GOLDMAN SACHS & CO April 2001 - July 2003
GOLDMAN SACHS & CO March 2000 - April 2001
Skills
Human Resources, Outlook, Management, Administrative..., Interviews
Education
Niagara University
Bachelors, Social Science (Social Work)
Dmitry Glozman's Lehman Brothers Inc. Experience August 1999 - November 2004
Job Vice President at Citi
Industry Financial Services
Experience
Citi November 2004 - Present
Citigroup, Inc November 2004 - Present
Lehman Brothers December 2000 - November 2005
Lehman Brothers, Inc August 1999 - November 2004
Morgan Stanley September 1998 - November 1999
Morgan Stanley, Dean Witter Co January 1998 - August 1999
Skills
Credit Risk, Credit, Counterparty Risk, Credit Analysis, Stress Testing, Operational Risk, Basel II, Regulatory Reporting, Risk Management Systems
Education
Brooklyn College
BA, Accounting
Citi November 2004 - Present
Citigroup, Inc November 2004 - Present
Lehman Brothers December 2000 - November 2005
Lehman Brothers, Inc August 1999 - November 2004
Morgan Stanley September 1998 - November 1999
Morgan Stanley, Dean Witter Co January 1998 - August 1999
Skills
Credit Risk, Credit, Counterparty Risk, Credit Analysis, Stress Testing, Operational Risk, Basel II, Regulatory Reporting, Risk Management Systems
Education
Brooklyn College
BA, Accounting
Nelson Albarran's Lehman Brothers Inc. Experience 1987 - 2000
Job VP Trade Support & Middle Office Operation
Industry Financial Services
Experience
Deutsche Bank 2010 - Present
Merrill Lynch January 2008 - June 2010
Merrill Lynch January 2009 - January 2010
Merrill Lynch March 2000 - December 2008
Lehman Brothers Inc 1987 - 2000
Skills
Middle Office, Securities, Derivatives, Fixed Income, Prime Brokerage, Settlement Services, Collateral Management, Asset Managment, Asset Management, Options, Settlement, Trading, Financial Risk, Portfolio Management, Back Office, Equity Derivatives, Credit Derivatives, FX Options
Education
City University of New York City College 1983 — 1985
Electrical and Electronics Engineering
Deutsche Bank 2010 - Present
Merrill Lynch January 2008 - June 2010
Merrill Lynch January 2009 - January 2010
Merrill Lynch March 2000 - December 2008
Lehman Brothers Inc 1987 - 2000
Skills
Middle Office, Securities, Derivatives, Fixed Income, Prime Brokerage, Settlement Services, Collateral Management, Asset Managment, Asset Management, Options, Settlement, Trading, Financial Risk, Portfolio Management, Back Office, Equity Derivatives, Credit Derivatives, FX Options
Education
City University of New York City College 1983 — 1985
Electrical and Electronics Engineering
Matthew Hogan's Lehman Brothers Inc. Experience November 2003 - November 2008
Job CEO @datacoup https://datacoup.com/ | Coorganizer #PDNYC
Industry Internet
Experience
DataCoup May 2012 - Present
Deutsche Bank Securities June 2010 - February 2011
CRT Capital LLC. December 2008 - March 2010
LEHMAN BROTHERS, INC November 2003 - November 2008
Skills
Bloomberg, Intex, Fixed Income, Capital Markets, Hedge Funds, Structured Products, MBS, Valuation, Equities, Derivatives, Investment Banking, Trading, Portfolio Management, Series 7, Alternative Investments, Venture Capital, Trading Strategies
Education
Boston College 1999 — 2003
BS, Marketing
scarsdale 1995 — 1999
DataCoup May 2012 - Present
Deutsche Bank Securities June 2010 - February 2011
CRT Capital LLC. December 2008 - March 2010
LEHMAN BROTHERS, INC November 2003 - November 2008
Skills
Bloomberg, Intex, Fixed Income, Capital Markets, Hedge Funds, Structured Products, MBS, Valuation, Equities, Derivatives, Investment Banking, Trading, Portfolio Management, Series 7, Alternative Investments, Venture Capital, Trading Strategies
Education
Boston College 1999 — 2003
BS, Marketing
scarsdale 1995 — 1999
Anne Baez's Lehman Brothers Inc. Experience November 2001 - May 2005
Job
Industry Hospital & Health Care
Experience
Quest Diagnostics May 2012 - June 2013
Amazon.com November 2010 - May 2011
Thomson Scientific and Healthcare May 2007 - August 2007
Avon Products, Inc. August 2005 - April 2006
Lehman Brothers Inc. November 2001 - May 2005
Arthur Andersen LLP April 1998 - October 2001
Douglas Elliman-Gibbons & Ives August 1993 - April 1998
Modern Talking Picture Service, Inc. July 1990 - May 1993
American Orthopsychiatric Association September 1986 - May 1990
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook
Education
City University of New York-Baruch College
Bachelor of Business Administration (B.B.A.), Operations Management
Quest Diagnostics May 2012 - June 2013
Amazon.com November 2010 - May 2011
Thomson Scientific and Healthcare May 2007 - August 2007
Avon Products, Inc. August 2005 - April 2006
Lehman Brothers Inc. November 2001 - May 2005
Arthur Andersen LLP April 1998 - October 2001
Douglas Elliman-Gibbons & Ives August 1993 - April 1998
Modern Talking Picture Service, Inc. July 1990 - May 1993
American Orthopsychiatric Association September 1986 - May 1990
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook
Education
City University of New York-Baruch College
Bachelor of Business Administration (B.B.A.), Operations Management
Patricia Caguiat Bawar's Lehman Brothers Inc. Experience April 1992 - July 1994
Job Supplier Management & Procurement at American Express Global Business Travel
Industry Financial Services
Experience
American Express Co. Inc January 2001 - Present
ES Restaurant April 1998 - January 2001
American Express June 1996 - April 1998
Executive Travel Management Services July 1994 - June 1996
Lehman Brothers, Inc April 1992 - July 1994
Shearson Lehman Brothers, Inc April 1992 - July 1994
Skills
Marketing, Budgets, Travel Management, Cross-functional Team..., Marketing Strategy, Event Management, Team Building, Advertising, Program Management, Microsoft Office, Market Research, Business Travel, Account Management, Event Planning, Customer Service, Strategic Planning, Marketing Communications, Business Strategy, Management
Education
Baruch College, City University of New York (CUNY)
BA, Management / Marketing
CUNY Baruch CollegeNew
B.A. Degree, Management
College
American Express Co. Inc January 2001 - Present
ES Restaurant April 1998 - January 2001
American Express June 1996 - April 1998
Executive Travel Management Services July 1994 - June 1996
Lehman Brothers, Inc April 1992 - July 1994
Shearson Lehman Brothers, Inc April 1992 - July 1994
Skills
Marketing, Budgets, Travel Management, Cross-functional Team..., Marketing Strategy, Event Management, Team Building, Advertising, Program Management, Microsoft Office, Market Research, Business Travel, Account Management, Event Planning, Customer Service, Strategic Planning, Marketing Communications, Business Strategy, Management
Education
Baruch College, City University of New York (CUNY)
BA, Management / Marketing
CUNY Baruch CollegeNew
B.A. Degree, Management
College
Nancy Hament's Lehman Brothers Inc. Experience 1979 - 1995
Job Partner at Scura Paley and Company
Industry Financial Services
Experience
Scura Paley and Company 2013 - Present
Sevara Partners 2010 - 2013
CRT Capital Group 1995 - 2006
Lehman Brothers Inc. 1979 - 1995
Skills
Hedge Funds, Alternative Investments, Capital Markets, Private Equity, Fixed Income, Investment Banking, Structured Finance, Structured Products, Derivatives, Financial Structuring, Due Diligence, Equities, High Yield, Valuation, Investments, Emerging Markets, Series 7, Securities
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance
Brown University 1974 — 1978
Bachelor of Arts (B.A.), magna cum laude, Economics, Int'l Relations
Scura Paley and Company 2013 - Present
Sevara Partners 2010 - 2013
CRT Capital Group 1995 - 2006
Lehman Brothers Inc. 1979 - 1995
Skills
Hedge Funds, Alternative Investments, Capital Markets, Private Equity, Fixed Income, Investment Banking, Structured Finance, Structured Products, Derivatives, Financial Structuring, Due Diligence, Equities, High Yield, Valuation, Investments, Emerging Markets, Series 7, Securities
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance
Brown University 1974 — 1978
Bachelor of Arts (B.A.), magna cum laude, Economics, Int'l Relations
Brian Fulkerson's Lehman Brothers Inc. Experience March 2007 - January 2008
Job Helping Organizations Create More Efficiencies, Productivity & ROI With Online and Offline Collaboration
Industry Information Technology and Services
Experience
PGi February 2013 - Present
Bear Data Solutions July 2012 - February 2013
Cisco Systems June 2010 - July 2012
DB Marketing Solutions February 2008 - May 2010
Lehman Brothers, Inc March 2007 - January 2008
Fremont Investment June 2003 - March 2007
24 Hour Fitness July 1995 - March 2003
United States Marine Corps March 1989 - June 1995
Skills
Organizational..., Managerial, Team leadership, Multitasker, Strategic Communications, Client Relationship..., Follow-up, Cloud computing, Virtualization, Audio Conferencing, Video, SaaS, Vertical Marketing, Telepresence, platform integration, Mobile Applications, Salesforce.com, CRM software, Consultative Selling, Web 2.0, Solution Selling, New Business Development, Webinars, Enterprise Software, B2B, Channel, Sales Presentations, Unified Communications, Key Account Management, Software Sales, Strategic Partnerships, Direct Sales, Lead Generation, VoIP, Cold Calling, Data Center, International Sales, Mobile, Mentoring, Strategic Planning, Sales Process, Selling, Cloud Computing, Social Networking, Security Management, Network Security, Storage Virtualization, Managed Services, Professional Services, IM
Education
Chabot College 1993 — 1995
Associate of Arts and Sciences (AAS), Mathematics and Computer Science, 3.875
PGi February 2013 - Present
Bear Data Solutions July 2012 - February 2013
Cisco Systems June 2010 - July 2012
DB Marketing Solutions February 2008 - May 2010
Lehman Brothers, Inc March 2007 - January 2008
Fremont Investment June 2003 - March 2007
24 Hour Fitness July 1995 - March 2003
United States Marine Corps March 1989 - June 1995
Skills
Organizational..., Managerial, Team leadership, Multitasker, Strategic Communications, Client Relationship..., Follow-up, Cloud computing, Virtualization, Audio Conferencing, Video, SaaS, Vertical Marketing, Telepresence, platform integration, Mobile Applications, Salesforce.com, CRM software, Consultative Selling, Web 2.0, Solution Selling, New Business Development, Webinars, Enterprise Software, B2B, Channel, Sales Presentations, Unified Communications, Key Account Management, Software Sales, Strategic Partnerships, Direct Sales, Lead Generation, VoIP, Cold Calling, Data Center, International Sales, Mobile, Mentoring, Strategic Planning, Sales Process, Selling, Cloud Computing, Social Networking, Security Management, Network Security, Storage Virtualization, Managed Services, Professional Services, IM
Education
Chabot College 1993 — 1995
Associate of Arts and Sciences (AAS), Mathematics and Computer Science, 3.875
Cynthia Ip's Lehman Brothers Inc. Experience July 2006 - August 2006
Job Benefits Analyst at Bertelsmann
Industry Marketing and Advertising
Experience
Bertelsmann July 2015 - Present
ANN INC. April 2012 - July 2015
Corbett Accel Healthcare Group June 2011 - December 2011
PepsiCo Global R&D July 2010 - May 2011
Direct Agents Interactive Advertising January 2010 - July 2010
The Leading Hotels of the World, Ltd October 2009 - December 2009
Lehman Brothers Inc July 2006 - August 2006
Skills
Screening, Recruiting, Human Resources, Microsoft Office, Time Management, Onboarding, Advertising, HRIS, Interviews, Employee Training, Hiring, Performance Management
Education
Fordham University 2007 — 2011
Business Administration, Management, Marketing, Finance
Bertelsmann July 2015 - Present
ANN INC. April 2012 - July 2015
Corbett Accel Healthcare Group June 2011 - December 2011
PepsiCo Global R&D July 2010 - May 2011
Direct Agents Interactive Advertising January 2010 - July 2010
The Leading Hotels of the World, Ltd October 2009 - December 2009
Lehman Brothers Inc July 2006 - August 2006
Skills
Screening, Recruiting, Human Resources, Microsoft Office, Time Management, Onboarding, Advertising, HRIS, Interviews, Employee Training, Hiring, Performance Management
Education
Fordham University 2007 — 2011
Business Administration, Management, Marketing, Finance
Winnie Lee's Lehman Brothers Inc. Experience June 2004 - June 2007
Job Director at Fir Tree Partners
Industry Financial Services
Experience
Fir Tree Partners July 2013 - Present
Morgan Stanley October 2009 - July 2013
Bank of America January 2009 - September 2009
Bank of America June 2007 - March 2008
Lehman Brothers Inc. June 2004 - June 2007
Nixon Peabody September 1999 - May 2004
Skills
Structured Finance, Securities, Capital Markets, Hedge Funds, Derivatives, Equities, Fixed Income
Education
Brooklyn Law School
Juris Doctor, Law
State University of New York at Buffalo
Bachelor's degree
Fir Tree Partners July 2013 - Present
Morgan Stanley October 2009 - July 2013
Bank of America January 2009 - September 2009
Bank of America June 2007 - March 2008
Lehman Brothers Inc. June 2004 - June 2007
Nixon Peabody September 1999 - May 2004
Skills
Structured Finance, Securities, Capital Markets, Hedge Funds, Derivatives, Equities, Fixed Income
Education
Brooklyn Law School
Juris Doctor, Law
State University of New York at Buffalo
Bachelor's degree
Marilyn Pile's Lehman Brothers Inc. Experience November 1984 - April 2000
Job P&I Analyst at Credit Suisse
Industry Banking
Experience
Credit Suisse April 2000 - Present
Lehman Brothers Inc. November 1984 - April 2000
Skills
New York State..., Settlement, Fixed Income, Account Reconciliation, MBS
Education
City University of New York City College 1990 — 2008
Bachelor of Applied Science (B.A.Sc.), Economics
Credit Suisse April 2000 - Present
Lehman Brothers Inc. November 1984 - April 2000
Skills
New York State..., Settlement, Fixed Income, Account Reconciliation, MBS
Education
City University of New York City College 1990 — 2008
Bachelor of Applied Science (B.A.Sc.), Economics
Matthew Danton's Lehman Brothers Inc. Experience January 2006 - September 2008
Job Director at Barclays
Industry Law Practice
Experience
Barclays Capital Inc. September 2008 - Present
Lehman Brothers Inc. January 2006 - September 2008
Davis Polk & Wardwell LLP September 2002 - January 2006
Education
New York University School of Law 1999 — 2002
Doctor of Law (J.D.), Law
University of Pennsylvania 1995 — 1999
Bachelor of Arts (B.A.), Philosophy and American History
Barclays Capital Inc. September 2008 - Present
Lehman Brothers Inc. January 2006 - September 2008
Davis Polk & Wardwell LLP September 2002 - January 2006
Education
New York University School of Law 1999 — 2002
Doctor of Law (J.D.), Law
University of Pennsylvania 1995 — 1999
Bachelor of Arts (B.A.), Philosophy and American History
Runa Saeki's Lehman Brothers Inc. Experience October 2004 - September 2008
Job Interim Global Head of Compliance Learning
Industry Financial Services
Experience
Barclays August 2014 - March 2015
Barclays February 2013 - August 2014
Barclays July 2012 - January 2013
ICAP August 2009 - July 2012
Barclays Capital Inc. September 2008 - July 2009
Lehman Brothers Inc. October 2004 - September 2008
Gibson, Dunn & Crutcher LLP September 2000 - October 2004
Chadbourne & Parke LLP October 1997 - September 2000
Education
Columbia University School of Law 1994 — 1997
Doctor of Law (JD)
Johns Hopkins SAIS 1990 — 1992
Master of Arts (M.A.), International Relations and Affairs
Cornell University College of Arts and Sciences 1987 — 1990
Bachelor of Arts (B.A.), Government
Barclays August 2014 - March 2015
Barclays February 2013 - August 2014
Barclays July 2012 - January 2013
ICAP August 2009 - July 2012
Barclays Capital Inc. September 2008 - July 2009
Lehman Brothers Inc. October 2004 - September 2008
Gibson, Dunn & Crutcher LLP September 2000 - October 2004
Chadbourne & Parke LLP October 1997 - September 2000
Education
Columbia University School of Law 1994 — 1997
Doctor of Law (JD)
Johns Hopkins SAIS 1990 — 1992
Master of Arts (M.A.), International Relations and Affairs
Cornell University College of Arts and Sciences 1987 — 1990
Bachelor of Arts (B.A.), Government
Kyle L. Miller's Lehman Brothers Inc. Experience September 1996 - August 2002
Job Managing Member at 1728 Advisors LLC
Industry Financial Services
Experience
1728 Advisors LLC January 2012 - Present
Hudson Castle Group September 2002 - December 2011
Lehman Brothers Inc. September 1996 - August 2002
Citicorp Securities, Inc August 1989 - August 1996
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Accounting and Finance
Dickinson College
Bachelor's degree, Economics
1728 Advisors LLC January 2012 - Present
Hudson Castle Group September 2002 - December 2011
Lehman Brothers Inc. September 1996 - August 2002
Citicorp Securities, Inc August 1989 - August 1996
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Accounting and Finance
Dickinson College
Bachelor's degree, Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS