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
Adrienne N. Foster Adrienne N. Foster's Lehman Brothers Inc. Experience January 1998 - January 2002
Job Senior Paralegal at Auven Therapeutics
Industry Pharmaceuticals
Experience
Auven Therapeutics January 2013 - Present
Aptalis October 2011 - January 2013
Warner Chilcott February 2010 - October 2011
Meda Pharmaceuticals 2007 - 2010
Meda Pharmaceuticals January 2005 - January 2007
Meda Pharmaceuticals 2003 - 2005
Meda Pharmaceuticals Inc. May 2002 - May 2003
Lehman Brothers Inc January 1998 - January 2002
JP Morgan & Co, Inc January 1995 - January 1998
Merrill Lynch 1998 - 1998
Skills
Mergers, Outlook, Software Documentation, Licensing, Contract Management, Corporate Law, Corporate Governance, Mergers & Acquisitions, Compliance, Pharmaceutical Industry, Litigation, Document Review, Due Diligence, Interviews, Microsoft Excel, Access, Medical Devices, Management, Biotechnology, Microsoft Office, Human Resources, PowerPoint, Trademarks
Education
Farleigh Dickenson College 2008 — 2011
BS, Business Administration and Individualized Studies Degree
Berkeley Business College
Associates Degree, Business Administration
Raritan Valley Community College 2004 — 2008
Raritan Valley Community College
Associates Degree, Paralegal Studies
Raritan Valley Community College
Certificate, Paralegal Studies
Auven Therapeutics January 2013 - Present
Aptalis October 2011 - January 2013
Warner Chilcott February 2010 - October 2011
Meda Pharmaceuticals 2007 - 2010
Meda Pharmaceuticals January 2005 - January 2007
Meda Pharmaceuticals 2003 - 2005
Meda Pharmaceuticals Inc. May 2002 - May 2003
Lehman Brothers Inc January 1998 - January 2002
JP Morgan & Co, Inc January 1995 - January 1998
Merrill Lynch 1998 - 1998
Skills
Mergers, Outlook, Software Documentation, Licensing, Contract Management, Corporate Law, Corporate Governance, Mergers & Acquisitions, Compliance, Pharmaceutical Industry, Litigation, Document Review, Due Diligence, Interviews, Microsoft Excel, Access, Medical Devices, Management, Biotechnology, Microsoft Office, Human Resources, PowerPoint, Trademarks
Education
Farleigh Dickenson College 2008 — 2011
BS, Business Administration and Individualized Studies Degree
Berkeley Business College
Associates Degree, Business Administration
Raritan Valley Community College 2004 — 2008
Raritan Valley Community College
Associates Degree, Paralegal Studies
Raritan Valley Community College
Certificate, Paralegal Studies
Steven Carlson Steven Carlson's Lehman Brothers Inc. Experience January 1986 - July 1998
Job Head of Investment Banking, INTL FCStone Financial Inc. at INTL FCStone Inc.
Industry Financial Services
Experience
INTL FCStone Inc. July 2015 - Present
South Street Securities Holdings, Inc September 2005 - Present
INTL FCStone Inc. October 2012 - July 2015
INTL FCStone Inc. September 2010 - October 2012
Provident Group December 1998 - September 2010
Lehman Brothers, Inc. January 1986 - July 1998
Fannie Mae August 1984 - January 1986
Skills
Leadership, Investment Banking, Capital Markets, Fixed Income, Emerging Markets, Derivatives, Risk Management, Investments, Structured Finance, Corporate Finance, Portfolio Management, Financial Modeling, Asset Managment, Asset Management, Private Equity, Securities, Trading, Finance, Mergers & Acquisitions, Hedge Funds, Proprietary Trading, Financial Services, Valuation, Entrepreneurship, Research, Equities, M&A experience, Alternative Investments, Market Risk, Equity Research, Project Finance
Education
Harvard University Kennedy School of Government 1982 — 1984
MPP, Business and Government
University of Maryland 1979 — 1982
BA, Econ
INTL FCStone Inc. July 2015 - Present
South Street Securities Holdings, Inc September 2005 - Present
INTL FCStone Inc. October 2012 - July 2015
INTL FCStone Inc. September 2010 - October 2012
Provident Group December 1998 - September 2010
Lehman Brothers, Inc. January 1986 - July 1998
Fannie Mae August 1984 - January 1986
Skills
Leadership, Investment Banking, Capital Markets, Fixed Income, Emerging Markets, Derivatives, Risk Management, Investments, Structured Finance, Corporate Finance, Portfolio Management, Financial Modeling, Asset Managment, Asset Management, Private Equity, Securities, Trading, Finance, Mergers & Acquisitions, Hedge Funds, Proprietary Trading, Financial Services, Valuation, Entrepreneurship, Research, Equities, M&A experience, Alternative Investments, Market Risk, Equity Research, Project Finance
Education
Harvard University Kennedy School of Government 1982 — 1984
MPP, Business and Government
University of Maryland 1979 — 1982
BA, Econ
Harvey N Black III Harvey N Black III's Lehman Brothers Inc. Experience July 2002 - March 2005
Job Investment Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors, LLC May 2015 - Present
John Hancock Financial Network January 2014 - May 2015
Standard Chartered Bank October 2009 - August 2011
Forum Asset Management May 2007 - June 2009
Black Capital Partners February 2005 - June 2007
Lehman Brothers Inc July 2002 - March 2005
Bank of America March 2000 - March 2002
Lehman Bothers May 1996 - March 2000
ING Barings April 1993 - April 1996
Salomon Brothers Inc July 1986 - April 1993
Education
University of Southern California - Marshall School of Business 1984 — 1986
MBA, Finance
Tufts University 1978 — 1982
BA, Economics
The Branson School 1974 — 1978
AXA Advisors, LLC May 2015 - Present
John Hancock Financial Network January 2014 - May 2015
Standard Chartered Bank October 2009 - August 2011
Forum Asset Management May 2007 - June 2009
Black Capital Partners February 2005 - June 2007
Lehman Brothers Inc July 2002 - March 2005
Bank of America March 2000 - March 2002
Lehman Bothers May 1996 - March 2000
ING Barings April 1993 - April 1996
Salomon Brothers Inc July 1986 - April 1993
Education
University of Southern California - Marshall School of Business 1984 — 1986
MBA, Finance
Tufts University 1978 — 1982
BA, Economics
The Branson School 1974 — 1978
Ed Elanjian Ed Elanjian's Lehman Brothers Inc. Experience 2002 - 2005
Job CEO at EnviroFinance Group, LLC
Industry Real Estate
Experience
EnviroFinance Group, LLC 2007 - Present
Aurora Loan Services 2005 - 2006
Lehman Brothers, inc. 2002 - 2005
Cohane Rafferty Securities 1992 - 2002
Harbourton Mortgage Corporation 1990 - 1993
Skills
Mergers & Acquisitions, Management, Finance, Mortgage Banking, Mortgage Lending, Loans, Loan Origination, Loss Mitigation, Banking, Residential Mortgages, Capital Markets, Credit
Education
University of Pennsylvania - The Wharton School Graduate Division 1975 — 1976
Master of Science (MS), Accounting and Finance
University of Pennsylvania - The Wharton School 1971 — 1976
Bachelor of Science (BS), Accounting and Finance
EnviroFinance Group, LLC 2007 - Present
Aurora Loan Services 2005 - 2006
Lehman Brothers, inc. 2002 - 2005
Cohane Rafferty Securities 1992 - 2002
Harbourton Mortgage Corporation 1990 - 1993
Skills
Mergers & Acquisitions, Management, Finance, Mortgage Banking, Mortgage Lending, Loans, Loan Origination, Loss Mitigation, Banking, Residential Mortgages, Capital Markets, Credit
Education
University of Pennsylvania - The Wharton School Graduate Division 1975 — 1976
Master of Science (MS), Accounting and Finance
University of Pennsylvania - The Wharton School 1971 — 1976
Bachelor of Science (BS), Accounting and Finance
Mukesh Dutta, MBA, PMP Mukesh Dutta, MBA, PMP's Lehman Brothers Inc. Experience 2007 - 2008
Job Experienced IT Strategy and Program Management Executive with MBA in Strategy, Corporate Finance and Leadership
Industry Financial Services
Experience
NEW YORK UNIVERSITY (NYU) 2009 - Present
THE NORTH HIGHLAND COMPANY 2008 - 2009
LEHMAN BROTHERS, INC. 2007 - 2008
IBM (Previously PricewaterhouseCoopers - PwC) 2000 - 2007
RAPIDIGM, INC., CITICORP OVERSEAS CORP. (COSL), GRASIM INDUSTRIES LTD. etc. 1991 - 2000
Skills
SDLC, IT Strategy, Business Analysis, Business Intelligence, Program Management, Vendor Management, Requirements Analysis, Business Process..., Project Management, Integration, Software Project..., Change Management, Strategy, Enterprise Architecture, Requirements Gathering, Team Building, CRM, Data Analysis, Management Consulting, Workday, SaaS, IT Service Management, ServiceNow, global HCM, HRIS, PeopleSoft, Leadership, Corporate Finance, Business Process, Management, Consulting, Enterprise Software, Data Warehousing, Software Development, Stakeholder Management, Contract Management, Communication, Executive Management, Cognos, OBIEE, DataStage, Analysis, Process Improvement, Strategic Planning, ERP, Outsourcing, Oracle
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Strategy, Corporate Finance and Leadership
Institute of Management Studies, Devi Ahilaya University, Indore 1994 — 1996
Master of Business Administration (MBA), Informations Systems Management
Maulana Azad National Institute of Technology 1986 — 1991
Bachelor of Engineering (BEng) (B.E.), Computer Technology
NEW YORK UNIVERSITY (NYU) 2009 - Present
THE NORTH HIGHLAND COMPANY 2008 - 2009
LEHMAN BROTHERS, INC. 2007 - 2008
IBM (Previously PricewaterhouseCoopers - PwC) 2000 - 2007
RAPIDIGM, INC., CITICORP OVERSEAS CORP. (COSL), GRASIM INDUSTRIES LTD. etc. 1991 - 2000
Skills
SDLC, IT Strategy, Business Analysis, Business Intelligence, Program Management, Vendor Management, Requirements Analysis, Business Process..., Project Management, Integration, Software Project..., Change Management, Strategy, Enterprise Architecture, Requirements Gathering, Team Building, CRM, Data Analysis, Management Consulting, Workday, SaaS, IT Service Management, ServiceNow, global HCM, HRIS, PeopleSoft, Leadership, Corporate Finance, Business Process, Management, Consulting, Enterprise Software, Data Warehousing, Software Development, Stakeholder Management, Contract Management, Communication, Executive Management, Cognos, OBIEE, DataStage, Analysis, Process Improvement, Strategic Planning, ERP, Outsourcing, Oracle
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Strategy, Corporate Finance and Leadership
Institute of Management Studies, Devi Ahilaya University, Indore 1994 — 1996
Master of Business Administration (MBA), Informations Systems Management
Maulana Azad National Institute of Technology 1986 — 1991
Bachelor of Engineering (BEng) (B.E.), Computer Technology
Vincenza Cruz Vincenza Cruz's Lehman Brothers Inc. Experience May 2007 - September 2008
Job
Industry Staffing and Recruiting
Experience
Horizon Blue Cross Blue Shield of New Jersey November 2010 - Present
Avon September 2008 - November 2010
Lehman Brothers, Inc May 2007 - September 2008
Citi April 1999 - April 2007
PaineWebber 1997 - 1998
Skills
Talent Acquisition, Diversity & Inclusion, Applicant Tracking..., College Recruiting, Onboarding, Internet Recruiting, Technical Recruiting, Taleo, Employer Branding, Human Resources, Recruiting, Leadership, Succession Planning, Employee Relations, Management, Vendor Management, Sourcing, Workforce Planning, Temporary Placement
Education
Stevens Institute of Technology 1992 — 1994
MA
Seton Hall University 1987 — 1991
BA
Horizon Blue Cross Blue Shield of New Jersey November 2010 - Present
Avon September 2008 - November 2010
Lehman Brothers, Inc May 2007 - September 2008
Citi April 1999 - April 2007
PaineWebber 1997 - 1998
Skills
Talent Acquisition, Diversity & Inclusion, Applicant Tracking..., College Recruiting, Onboarding, Internet Recruiting, Technical Recruiting, Taleo, Employer Branding, Human Resources, Recruiting, Leadership, Succession Planning, Employee Relations, Management, Vendor Management, Sourcing, Workforce Planning, Temporary Placement
Education
Stevens Institute of Technology 1992 — 1994
MA
Seton Hall University 1987 — 1991
BA
Rebecca Stroy Rebecca Stroy's Lehman Brothers Inc. Experience July 2001 - July 2003
Job Luxury Goods & Jewelry Professional
Industry Luxury Goods & Jewelry
Experience
THE AARON GROUP 2008 - 2010
Phillips October 2007 - July 2008
Phillips October 2006 - October 2007
DEAN HARRIS JEWELRY September 2005 - September 2006
LEHMAN BROTHERS, INC. July 2001 - July 2003
Skills
Business Development, Merchandising, Entrepreneurship, Start-ups
Education
Fashion Institute of Technology 2003 — 2005
A.A.S. in Jewelry Design
Yale University 1997 — 2001
B.A. in Economics
THE AARON GROUP 2008 - 2010
Phillips October 2007 - July 2008
Phillips October 2006 - October 2007
DEAN HARRIS JEWELRY September 2005 - September 2006
LEHMAN BROTHERS, INC. July 2001 - July 2003
Skills
Business Development, Merchandising, Entrepreneurship, Start-ups
Education
Fashion Institute of Technology 2003 — 2005
A.A.S. in Jewelry Design
Yale University 1997 — 2001
B.A. in Economics
Kelly Sherman Reynolds Kelly Sherman Reynolds's Lehman Brothers Inc. Experience January 2001 - January 2008
Job Designer / Owner Ridiculous Redhead Design, LLC
Industry Design
Experience
Ridiculous Redhead Design, LLC 2011 - Present
Credit Suisse Private Banking October 2008 - November 2011
Lehman Brothers Inc January 2001 - January 2008
First Union Securities January 2000 - January 2001
PaineWebber April 2000 - November 2000
Country Lane Farm January 1999 - January 2000
Skills
Management, Finance, Customer Service, Equities, Microsoft Office, Account Management, Microsoft Excel, Microsoft Word, Financial Analysis, PowerPoint, Fixed Income, Social Media, Investments, Process Improvement, Business Development
Education
Pace University - Lubin School of Business 1995 — 1999
Bachelor of Business Administration, Management
Ridiculous Redhead Design, LLC 2011 - Present
Credit Suisse Private Banking October 2008 - November 2011
Lehman Brothers Inc January 2001 - January 2008
First Union Securities January 2000 - January 2001
PaineWebber April 2000 - November 2000
Country Lane Farm January 1999 - January 2000
Skills
Management, Finance, Customer Service, Equities, Microsoft Office, Account Management, Microsoft Excel, Microsoft Word, Financial Analysis, PowerPoint, Fixed Income, Social Media, Investments, Process Improvement, Business Development
Education
Pace University - Lubin School of Business 1995 — 1999
Bachelor of Business Administration, Management
Jesse Nielsen Jesse Nielsen's Lehman Brothers Inc. Experience May 2004 - April 2006
Job Senior Accountant – Corporate Financial Planning, Analysis & Compliance at RBC Bearings
Industry Aviation & Aerospace
Experience
RBC Bearings May 2014 - Present
GloboFruit, LLC September 2010 - May 2014
Georgetown University's McDonough School of Business August 2008 - May 2011
Citigroup Capital Markets, Inc. April 2006 - December 2007
Lehman Brothers, Inc. May 2004 - April 2006
Deloitte & Touche, LLP. November 2002 - May 2004
Walter & Shuffain, P.C. September 2001 - November 2002
Asher & Company, LTD. January 1999 - September 2001
Skills
Financial Modeling, Financial Reporting, Valuation, Financial Analysis, Audit, Corporate Finance, Financial Accounting, Business Valuation, Mergers & Acquisitions, Accounting, Auditing, US GAAP, Due Diligence, Forecasting, Finance, Financial Audits
Education
Georgetown University - The McDonough School of Business 2008 — 2011
Master of Business Administration, Finance, 3.4
La Salle University 1996 — 2000
Bachelor of Science, Accounting
RBC Bearings May 2014 - Present
GloboFruit, LLC September 2010 - May 2014
Georgetown University's McDonough School of Business August 2008 - May 2011
Citigroup Capital Markets, Inc. April 2006 - December 2007
Lehman Brothers, Inc. May 2004 - April 2006
Deloitte & Touche, LLP. November 2002 - May 2004
Walter & Shuffain, P.C. September 2001 - November 2002
Asher & Company, LTD. January 1999 - September 2001
Skills
Financial Modeling, Financial Reporting, Valuation, Financial Analysis, Audit, Corporate Finance, Financial Accounting, Business Valuation, Mergers & Acquisitions, Accounting, Auditing, US GAAP, Due Diligence, Forecasting, Finance, Financial Audits
Education
Georgetown University - The McDonough School of Business 2008 — 2011
Master of Business Administration, Finance, 3.4
La Salle University 1996 — 2000
Bachelor of Science, Accounting
Stuart Goldstein Stuart Goldstein's Lehman Brothers Inc. Experience January 1988 - January 1992
Job Marketing and Financial Specialist
Industry Professional Training & Coaching
Experience
GOLDART CONSULTING January 1999 - Present
SFX ENTERTAINMENT INC. January 1997 - June 1998
CABLEVISION SYSTEMS CORP 1994 - 1997
LEHMAN BROTHERS INC January 1988 - January 1992
Skills
Strategy, Strategic Planning, Business Development, Business Strategy, New Business Development, Marketing, Business Analysis, Product Development, Business Planning, Strategic Financial..., Sales, Mergers, Event Planning, Management, Start-ups, Entrepreneurship, Analysis, Mergers
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
Masters of Business Administration, FINANCE AND MANAGEMENT
Tulane University 1984 — 1988
A.B. FREEMAN SCHOOL; Bachelor of Science, BUSINESS; Management, MARKETING
GOLDART CONSULTING January 1999 - Present
SFX ENTERTAINMENT INC. January 1997 - June 1998
CABLEVISION SYSTEMS CORP 1994 - 1997
LEHMAN BROTHERS INC January 1988 - January 1992
Skills
Strategy, Strategic Planning, Business Development, Business Strategy, New Business Development, Marketing, Business Analysis, Product Development, Business Planning, Strategic Financial..., Sales, Mergers, Event Planning, Management, Start-ups, Entrepreneurship, Analysis, Mergers
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
Masters of Business Administration, FINANCE AND MANAGEMENT
Tulane University 1984 — 1988
A.B. FREEMAN SCHOOL; Bachelor of Science, BUSINESS; Management, MARKETING
Erin D'Souza (Hammel)'s Lehman Brothers Inc. Experience April 2007 - May 2008
Job Benefits Outsourcing Professional
Industry Human Resources
Experience
Aon Hewitt March 2014 - Present
Aon Hewitt February 2012 - March 2014
Sun Chemical April 2011 - February 2012
Aon Hewitt June 2008 - March 2011
Lehman Brothers, Inc April 2007 - May 2008
Hewitt Associates November 2004 - April 2007
Hewitt Associates June 2003 - March 2004
Skills
Benefits Administration, Employee Benefits, HRIS, Vendor Management, PeopleSoft, Performance Management, Process Improvement, Human Resources, Change Management, Quality Assurance, Employee Engagement
Education
The College of New Jersey 1999 — 2003
Bachelors of Science, Finance
Aon Hewitt March 2014 - Present
Aon Hewitt February 2012 - March 2014
Sun Chemical April 2011 - February 2012
Aon Hewitt June 2008 - March 2011
Lehman Brothers, Inc April 2007 - May 2008
Hewitt Associates November 2004 - April 2007
Hewitt Associates June 2003 - March 2004
Skills
Benefits Administration, Employee Benefits, HRIS, Vendor Management, PeopleSoft, Performance Management, Process Improvement, Human Resources, Change Management, Quality Assurance, Employee Engagement
Education
The College of New Jersey 1999 — 2003
Bachelors of Science, Finance
Rajan Arora Rajan Arora's Lehman Brothers Inc. Experience August 1996 - July 1998
Job Director at Barclays Wealth and Investment Management
Industry Investment Management
Experience
Barclays Wealth and Investment Management September 2012 - Present
Liberty View Capital Management, LLC April 2010 - June 2012
Pilotrock Investment Partners GP, LLC March 2009 - March 2010
Lehman Brothers March 2008 - December 2008
Lehman Brothers June 2004 - December 2007
Lehman Brothers June 2004 - October 2007
Ernst & Young August 2001 - May 2004
JP Morgan Chase & Co August 1998 - January 2001
JPMorgan Chase 1998 - 2001
Lehman Brothers Inc August 1996 - July 1998
Education
University of Rochester 1994 — 1996
Master, Business Administration; Finance and Corporate Accounting
University of Rochester - Simon Business School 1994 — 1996
MBA, Finance
William E. Simon Graduate School of Business Administration 1994 — 1996
Master of Business Administration (MBA), Finance, General
Punjab Engineering College 1985 — 1989
Bachelor, Mechanical Engineering
Barclays Wealth and Investment Management September 2012 - Present
Liberty View Capital Management, LLC April 2010 - June 2012
Pilotrock Investment Partners GP, LLC March 2009 - March 2010
Lehman Brothers March 2008 - December 2008
Lehman Brothers June 2004 - December 2007
Lehman Brothers June 2004 - October 2007
Ernst & Young August 2001 - May 2004
JP Morgan Chase & Co August 1998 - January 2001
JPMorgan Chase 1998 - 2001
Lehman Brothers Inc August 1996 - July 1998
Education
University of Rochester 1994 — 1996
Master, Business Administration; Finance and Corporate Accounting
University of Rochester - Simon Business School 1994 — 1996
MBA, Finance
William E. Simon Graduate School of Business Administration 1994 — 1996
Master of Business Administration (MBA), Finance, General
Punjab Engineering College 1985 — 1989
Bachelor, Mechanical Engineering
Angelia Richardson Angelia Richardson's Lehman Brothers Inc. Experience January 1997 - August 1998
Job Sr. Relocation Consultant at OneSource Relocation, LLC
Industry Real Estate
Experience
OneSource Relocation, LLC June 2010 - Present
Atlantic Relocation Systems 2010 - June 2010
Cartus October 2008 - October 2009
Prudential Relocation March 2008 - September 2008
Coca-Cola Enterprises 2007 - 2008
Atlantic Relocation Systems 2005 - 2007
Prudential Relocation January 1998 - January 2002
Lehman Brothers, Inc. January 1997 - August 1998
Lehman Brothers, Inc. January 1992 - January 1997
Moran, Stahl & Boyer (Division of Prudential) January 1990 - January 1992
Skills
Relocation, Corporate Relocation, Account Management, Contract Negotiation, Real Estate, Negotiation, Customer Service, Team Building, Policy, New Business Development, Process Improvement, Leadership, Training, Management, Property Management, Sales
Education
Jackson Community College
Data Processing
TECHNICAL TRANING SKILLS
•Microsoft Word, Excel, Power Point, Lotus Notes, Outlook and Oracle
OneSource Relocation, LLC June 2010 - Present
Atlantic Relocation Systems 2010 - June 2010
Cartus October 2008 - October 2009
Prudential Relocation March 2008 - September 2008
Coca-Cola Enterprises 2007 - 2008
Atlantic Relocation Systems 2005 - 2007
Prudential Relocation January 1998 - January 2002
Lehman Brothers, Inc. January 1997 - August 1998
Lehman Brothers, Inc. January 1992 - January 1997
Moran, Stahl & Boyer (Division of Prudential) January 1990 - January 1992
Skills
Relocation, Corporate Relocation, Account Management, Contract Negotiation, Real Estate, Negotiation, Customer Service, Team Building, Policy, New Business Development, Process Improvement, Leadership, Training, Management, Property Management, Sales
Education
Jackson Community College
Data Processing
TECHNICAL TRANING SKILLS
•Microsoft Word, Excel, Power Point, Lotus Notes, Outlook and Oracle
Cindy S. McNamara's Lehman Brothers Inc. Experience 2001 - 2005
Job Vice President, Business Manager at Deutsche Bank
Industry Capital Markets
Experience
Deutsche Bank 2013 - 2014
JPMorgan 2005 - 2013
Lehman Brothers Inc. 2001 - 2005
Skills
Investment Banking, Derivatives, Capital Markets, Prime Brokerage, Equities, Equity Derivatives, Fixed Income, Interest Rate..., Business Management, Stakeholder Management, Product Management, Project Management, People Management, Strategic Planning, Investments, Cost Management, Risk Management, Equity Swaps, Interest Rate Swaps, Clearing Houses, Hedge Funds, Client Services, Management
Education
Syracuse University - Martin J. Whitman School of Management
Bachelor’s Degree, Finance and Management Information Systems
Deutsche Bank 2013 - 2014
JPMorgan 2005 - 2013
Lehman Brothers Inc. 2001 - 2005
Skills
Investment Banking, Derivatives, Capital Markets, Prime Brokerage, Equities, Equity Derivatives, Fixed Income, Interest Rate..., Business Management, Stakeholder Management, Product Management, Project Management, People Management, Strategic Planning, Investments, Cost Management, Risk Management, Equity Swaps, Interest Rate Swaps, Clearing Houses, Hedge Funds, Client Services, Management
Education
Syracuse University - Martin J. Whitman School of Management
Bachelor’s Degree, Finance and Management Information Systems
Manny Hui's Lehman Brothers Inc. Experience November 1999 - May 2002
Job Wellness/Fitness/Medicine Start Up
Industry Hospital & Health Care
Experience
AHMC HealthCare August 2015 - Present
AHMC HealthCare May 2014 - August 2015
AHMC HealthCare July 2012 - May 2014
BNP Paribas June 2005 - April 2012
Deutsche Bank May 2003 - March 2004
Lehman Brothers, Inc. November 1999 - May 2002
Long-Term Capital Management August 1997 - September 1999
Bankers Trust June 1996 - August 1997
Skills
Credit Derivatives, Fixed Income, VBA, Middle Office, Bonds, Bloomberg, CDS, Equities, Photoshop, Access, SQL, ABS, Capital Markets, Microsoft Excel, Lightroom, LotusScript, Interest Rate Swaps, Visio, Business Objects, Product Control, Series 7, Adobe Illustrator, Derivatives, Investments
Education
Cornell University 1992 — 1996
Bachelor of Science, Operations Research & Industrial Engineering
AHMC HealthCare August 2015 - Present
AHMC HealthCare May 2014 - August 2015
AHMC HealthCare July 2012 - May 2014
BNP Paribas June 2005 - April 2012
Deutsche Bank May 2003 - March 2004
Lehman Brothers, Inc. November 1999 - May 2002
Long-Term Capital Management August 1997 - September 1999
Bankers Trust June 1996 - August 1997
Skills
Credit Derivatives, Fixed Income, VBA, Middle Office, Bonds, Bloomberg, CDS, Equities, Photoshop, Access, SQL, ABS, Capital Markets, Microsoft Excel, Lightroom, LotusScript, Interest Rate Swaps, Visio, Business Objects, Product Control, Series 7, Adobe Illustrator, Derivatives, Investments
Education
Cornell University 1992 — 1996
Bachelor of Science, Operations Research & Industrial Engineering
Sandra Henriquez Sandra Henriquez's Lehman Brothers Inc. Experience April 1997 - October 2003
Job Financial Services Professional
Industry Financial Services
Experience
Carret Asset Management Operations Analyst/CashieringBarclays Wealth/Lehman Brothers, Inc.October 2004 - April 2009
Lehman Brothers, Inc. April 1997 - October 2003
Lehman Brothers, Inc. May 1994 - March 1997
Education
City University of New York-Hunter College
Bachelor's degree
Hunter College
B.A, Psychology/Sociology
Carret Asset Management Operations Analyst/CashieringBarclays Wealth/Lehman Brothers, Inc.October 2004 - April 2009
Lehman Brothers, Inc. April 1997 - October 2003
Lehman Brothers, Inc. May 1994 - March 1997
Education
City University of New York-Hunter College
Bachelor's degree
Hunter College
B.A, Psychology/Sociology
Hewson Baltzell Hewson Baltzell's Lehman Brothers Inc. Experience 1996 - 1998
Job Chief Operating Officer and Head of Research at JUST Capital
Industry Investment Management
Experience
JUST Capital February 2015 - Present
HELiOS Building Efficiency September 2012 - Present
The Global Impact Investing Network May 2012 - Present
B Lab September 2009 - Present
MSCI Inc. June 2010 - February 2015
Local Food Systems, Inc. January 2012 - December 2014
RiskMetrics Group March 2009 - June 2010
Innovest Strategic Value Advisors October 1998 - March 2009
Lehman Brothers Inc. 1996 - 1998
JPMorgan Chase 1990 - 1996
Skills
Climate Change, Energy Efficiency, Alternative Energy, Clean Energy, Carbon Finance, Global Warming, Sustainability, Renewable Energy, Corporate Social..., Environmental, Sustainable Agriculture, Environmental Awareness, Investments, Cleantech, Hedge Funds, Energy, Sustainable Energy, Governance, Research, Corporate Governance, Sustainability..., Business Strategy, Sustainable Development, Venture Capital, Entrepreneurship, Strategy, Socially Responsible..., Environmental Issues, Private Equity, Environmental Policy, Start-ups, Investor Relations, Management, Asset Management, Equities, Portfolio Management, Sustainable Business, Sustainability Reporting, Investment Management, Social Entrepreneurship, Leadership, Economics, Finance, Emerging Markets, Corporate Development, Alternative Investments, Stakeholder Engagement, Carbon, Financial Analysis, International Business
Education
University of Pennsylvania - The Wharton School 1984 — 1985
MBA, FInance and Real Estate
University of Pennsylvania 1976 — 1980
BA, International Relations
St. Mark's School 1973 — 1976
JUST Capital February 2015 - Present
HELiOS Building Efficiency September 2012 - Present
The Global Impact Investing Network May 2012 - Present
B Lab September 2009 - Present
MSCI Inc. June 2010 - February 2015
Local Food Systems, Inc. January 2012 - December 2014
RiskMetrics Group March 2009 - June 2010
Innovest Strategic Value Advisors October 1998 - March 2009
Lehman Brothers Inc. 1996 - 1998
JPMorgan Chase 1990 - 1996
Skills
Climate Change, Energy Efficiency, Alternative Energy, Clean Energy, Carbon Finance, Global Warming, Sustainability, Renewable Energy, Corporate Social..., Environmental, Sustainable Agriculture, Environmental Awareness, Investments, Cleantech, Hedge Funds, Energy, Sustainable Energy, Governance, Research, Corporate Governance, Sustainability..., Business Strategy, Sustainable Development, Venture Capital, Entrepreneurship, Strategy, Socially Responsible..., Environmental Issues, Private Equity, Environmental Policy, Start-ups, Investor Relations, Management, Asset Management, Equities, Portfolio Management, Sustainable Business, Sustainability Reporting, Investment Management, Social Entrepreneurship, Leadership, Economics, Finance, Emerging Markets, Corporate Development, Alternative Investments, Stakeholder Engagement, Carbon, Financial Analysis, International Business
Education
University of Pennsylvania - The Wharton School 1984 — 1985
MBA, FInance and Real Estate
University of Pennsylvania 1976 — 1980
BA, International Relations
St. Mark's School 1973 — 1976
Annie Zhou Annie Zhou's Lehman Brothers Inc. Experience May 2005 - August 2005
Job Founder and Managing Partner, Universal Pacific Advisors LLC
Industry Management Consulting
Experience
Universal Pacific Advisors LLC April 2013 - Present
Harmonia Holdings, Ltd. July 2013 - May 2015
American Chamber of Commerce in China July 2012 - August 2012
World Policy Institute December 2010 - July 2011
Neuberger Berman September 2008 - June 2010
Metropolitan Life Insurance Company July 2006 - June 2008
Lehman Brothers Inc. May 2005 - August 2005
Morgan Stanley June 2004 - August 2004
Skills
Business Development, Financial Analysis, Portfolio Management, Equities, Derivatives, Event Planning, Hedge Funds, Financial Services, Policy Analysis, Chinese Foreign Policy, China Business..., Strategic Planning, Marketing Communications, Business Networking, Analysis, Strategy, International Relations, Fixed Income, Policy, Investment Banking, Fundraising, Investments, CRM, Emerging Markets, Corporate Finance, Leadership, Economics, Nonprofits, Trading, Public Policy, Asset Allocation, Asset Management, Private Equity
Education
University of Oxford - Said Business School 2014 — 2015
Master of Business Administration (M.B.A.)
Columbia University SIPA 2011 — 2013
MPA, Economic and Political Development, Management
The George Washington University - School of Business 2002 — 2006
BBA, International Business and Marketing
Sciences Po Paris 2004 — 2004
Semester Abroad
Miss Porter's School
Universal Pacific Advisors LLC April 2013 - Present
Harmonia Holdings, Ltd. July 2013 - May 2015
American Chamber of Commerce in China July 2012 - August 2012
World Policy Institute December 2010 - July 2011
Neuberger Berman September 2008 - June 2010
Metropolitan Life Insurance Company July 2006 - June 2008
Lehman Brothers Inc. May 2005 - August 2005
Morgan Stanley June 2004 - August 2004
Skills
Business Development, Financial Analysis, Portfolio Management, Equities, Derivatives, Event Planning, Hedge Funds, Financial Services, Policy Analysis, Chinese Foreign Policy, China Business..., Strategic Planning, Marketing Communications, Business Networking, Analysis, Strategy, International Relations, Fixed Income, Policy, Investment Banking, Fundraising, Investments, CRM, Emerging Markets, Corporate Finance, Leadership, Economics, Nonprofits, Trading, Public Policy, Asset Allocation, Asset Management, Private Equity
Education
University of Oxford - Said Business School 2014 — 2015
Master of Business Administration (M.B.A.)
Columbia University SIPA 2011 — 2013
MPA, Economic and Political Development, Management
The George Washington University - School of Business 2002 — 2006
BBA, International Business and Marketing
Sciences Po Paris 2004 — 2004
Semester Abroad
Miss Porter's School
Cesar N. Gonzalez Cesar N. Gonzalez's Lehman Brothers Inc. Experience 2005 - 2008
Job Analyst at Wexford Capital LP and VP, Corporate Development at Marlin Gold Mining Ltd.
Industry Investment Management
Experience
Marlin Gold Mining Ltd 2012 - Present
Wexford Capital LP 2008 - Present
Lehman Brothers Inc. 2005 - 2008
Skills
Private Equity, Hedge Funds, Mining, Oil & Gas, Gold, Management
Education
University of Southern California 2001 — 2005
B.S., Business Administration - Finance
Marlin Gold Mining Ltd 2012 - Present
Wexford Capital LP 2008 - Present
Lehman Brothers Inc. 2005 - 2008
Skills
Private Equity, Hedge Funds, Mining, Oil & Gas, Gold, Management
Education
University of Southern California 2001 — 2005
B.S., Business Administration - Finance
Rebecca Stephenson Rebecca Stephenson's Lehman Brothers Inc. Experience March 2001 - September 2008
Job Vice President Capital Markets Roadshows
Industry Financial Services
Experience
Barclays August 2010 - Present
Lehman Brothers Inc March 2001 - September 2008
Lehman Brothers Inc March 1999 - March 2001
Spectro Lume Inc June 1996 - March 1999
Skills
Fixed Income, Equities, Capital Markets, Investment Banking, Financial Services, Marketing, Investments, Management
Education
Radford University 1993 — 1996
Bachelor of Applied Science (BASc), Psychology
Barclays August 2010 - Present
Lehman Brothers Inc March 2001 - September 2008
Lehman Brothers Inc March 1999 - March 2001
Spectro Lume Inc June 1996 - March 1999
Skills
Fixed Income, Equities, Capital Markets, Investment Banking, Financial Services, Marketing, Investments, Management
Education
Radford University 1993 — 1996
Bachelor of Applied Science (BASc), Psychology
Chet Hazan (chet@cahsearch.com) Chet Hazan (chet@cahsearch.com)'s Lehman Brothers Inc. Experience March 2004 - March 2005
Job Former Head of Legal/Compliance Recruiting for Lehman Bros; currently Investment Management Search Consultant
Industry Investment Management
Experience
CAH Associates 2005 - Present
Lehman Brothers Inc. March 2004 - March 2005
The Compliance Search Group, LLC February 2003 - March 2004
Morgan Stanley & Co. Inc August 1993 - April 1996
Education
Sewanee-The University of the South 1983 — 1987
Bachelor of Arts, Economics
CAH Associates 2005 - Present
Lehman Brothers Inc. March 2004 - March 2005
The Compliance Search Group, LLC February 2003 - March 2004
Morgan Stanley & Co. Inc August 1993 - April 1996
Education
Sewanee-The University of the South 1983 — 1987
Bachelor of Arts, Economics
Derrek Space Derrek Space's Lehman Brothers Inc. Experience 2001 - 2005
Job
Industry Insurance
Experience
AIG 2012 - Present
Pernod Ricard 2012 - 2012
Brightstar 2011 - 2011
Markit 2010 - 2011
PepsiCo 2008 - 2009
PricewaterhouseCoopers 2005 - 2008
Lehman Brothers Inc. 2001 - 2005
Arthur Andersen 2000 - 2000
Smith Barney 1999 - 1999
Morgan Stanley Dean Witter 1998 - 1998
Skills
ERP/CRM, Excel, Financial Modeling, Strategic Planning, Financial Analysis, Regulatory Reporting, Cost Accounting, Big 4, Big Picture Thinking, Business Relationship..., Business Planning, Financial Management, Capital Structure, Capital Spending, Project Management, Budgeting and..., P&L Implementation, Treasury and Cash..., CPFR, Exchange Rate Reporting, Internal Controls, Process Development, Demand Planning, Profitability..., Performance Optimization, Decision-Making, S&OP, Organizational..., Multi-Site Operations, Fluent: English,..., Forecasting, Budgets, Sales Plan, Income Statement, Capex, Treasury, Microsoft Excel, Managerial Finance, CO-PA, Performance Tuning, Process Simulation, Strategy, Accounting, Business Development, Big-picture Thinking, Management, Cash Management, Finance, Analysis, Mergers
Education
The University of Connecticut School of Business 2007 — 2011
M.B.A.
University of Florida - Warrington College Of Business 1997 — 2001
B.S.B.A.
AIG 2012 - Present
Pernod Ricard 2012 - 2012
Brightstar 2011 - 2011
Markit 2010 - 2011
PepsiCo 2008 - 2009
PricewaterhouseCoopers 2005 - 2008
Lehman Brothers Inc. 2001 - 2005
Arthur Andersen 2000 - 2000
Smith Barney 1999 - 1999
Morgan Stanley Dean Witter 1998 - 1998
Skills
ERP/CRM, Excel, Financial Modeling, Strategic Planning, Financial Analysis, Regulatory Reporting, Cost Accounting, Big 4, Big Picture Thinking, Business Relationship..., Business Planning, Financial Management, Capital Structure, Capital Spending, Project Management, Budgeting and..., P&L Implementation, Treasury and Cash..., CPFR, Exchange Rate Reporting, Internal Controls, Process Development, Demand Planning, Profitability..., Performance Optimization, Decision-Making, S&OP, Organizational..., Multi-Site Operations, Fluent: English,..., Forecasting, Budgets, Sales Plan, Income Statement, Capex, Treasury, Microsoft Excel, Managerial Finance, CO-PA, Performance Tuning, Process Simulation, Strategy, Accounting, Business Development, Big-picture Thinking, Management, Cash Management, Finance, Analysis, Mergers
Education
The University of Connecticut School of Business 2007 — 2011
M.B.A.
University of Florida - Warrington College Of Business 1997 — 2001
B.S.B.A.
David Perlman David Perlman's Lehman Brothers Inc. Experience 2005 - 2008
Job Partner at Bracewell & Giuliani LLP
Industry Law Practice
Experience
Bracewell & Giuliani LLP December 2008 - Present
Lehman Brothers Inc 2005 - 2008
Dewey Ballantine LLP 2004 - 2005
Federal Energy Regulatory Commission 2003 - 2004
Constellation Energy 1985 - 2002
Education
University of Maryland Francis King Carey School of Law 1977 — 1980
jd, law
University of Maryland College Park 1973 — 1977
Bachelor's degree, Political Science and Government
Bracewell & Giuliani LLP December 2008 - Present
Lehman Brothers Inc 2005 - 2008
Dewey Ballantine LLP 2004 - 2005
Federal Energy Regulatory Commission 2003 - 2004
Constellation Energy 1985 - 2002
Education
University of Maryland Francis King Carey School of Law 1977 — 1980
jd, law
University of Maryland College Park 1973 — 1977
Bachelor's degree, Political Science and Government
Stephen Papale Stephen Papale's Lehman Brothers Inc. Experience 1998 - 2008
Job Senior Vice President Investments, Senior Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2008 - Present
Lehman Brothers Inc. 1998 - 2008
Shearson Lehman Brothers 1991 - 1997
Pacific Stock Options Exchange 1983 - 1991
Skills
Alternative Investments, Private Equity
Education
University of San Francisco 1974 — 1976
BS, Economics
Wells Fargo Advisors, LLC September 2008 - Present
Lehman Brothers Inc. 1998 - 2008
Shearson Lehman Brothers 1991 - 1997
Pacific Stock Options Exchange 1983 - 1991
Skills
Alternative Investments, Private Equity
Education
University of San Francisco 1974 — 1976
BS, Economics
David Stern David Stern's Lehman Brothers Inc. Experience 1991 - 1994
Job Director Enterprise Information Management at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions 2013 - Present
EMC 2009 - 2013
EMC 2009 - 2011
Grant Thornton LLP 2002 - 2009
Arthur Andersen LLP 1998 - 2002
Sony Music Entertainment, Inc. 1994 - 1998
Lehman Brothers, Inc. 1991 - 1994
Stern & Associates, Inc. 1983 - 1991
First Boston Corporation 1981 - 1983
Equitable Life 1981 - 1981
Skills
CISA, PMP, PMO, IT Transformation, IT Financial Management, Disaster Recovery, Business Continuity, Enterprise Risk..., COSO, ITIL, COBIT, IT Service Management, Management Consulting, Process Consulting, Management, Business Intelligence, Program Management, Risk Management, Strategic Planning, Strategy, IT Strategy, SDLC, Change Management, Vendor Management, Governance, CRM, Leadership
Education
Ashburry University 2000 — 2002
MBA, Business Administration
Ashburry University 1991 — 1995
BS, Computer Information Technology
City University of New York 1980 — 1982
Computer and Information Science
Yeshiva University 1978 — 1980
Computer and Information Science
Hebrew Academy of Cleveland
Cognizant Technology Solutions 2013 - Present
EMC 2009 - 2013
EMC 2009 - 2011
Grant Thornton LLP 2002 - 2009
Arthur Andersen LLP 1998 - 2002
Sony Music Entertainment, Inc. 1994 - 1998
Lehman Brothers, Inc. 1991 - 1994
Stern & Associates, Inc. 1983 - 1991
First Boston Corporation 1981 - 1983
Equitable Life 1981 - 1981
Skills
CISA, PMP, PMO, IT Transformation, IT Financial Management, Disaster Recovery, Business Continuity, Enterprise Risk..., COSO, ITIL, COBIT, IT Service Management, Management Consulting, Process Consulting, Management, Business Intelligence, Program Management, Risk Management, Strategic Planning, Strategy, IT Strategy, SDLC, Change Management, Vendor Management, Governance, CRM, Leadership
Education
Ashburry University 2000 — 2002
MBA, Business Administration
Ashburry University 1991 — 1995
BS, Computer Information Technology
City University of New York 1980 — 1982
Computer and Information Science
Yeshiva University 1978 — 1980
Computer and Information Science
Hebrew Academy of Cleveland
Scanner Luce Scanner Luce's Lehman Brothers Inc. Experience April 1994 - November 1995
Job Sr. HPC Software Engineeer at 23andMe
Industry Computer Networking
Experience
23andMe October 2013 - Present
Citrix Online March 2010 - September 2013
Paglo Labs Inc. August 2007 - February 2010
Network Chemistry November 2006 - August 2007
Nominum, Inc. August 2000 - October 2006
Sega.com April 2000 - June 2000
SegaSoft Networks Inc. September 1998 - April 2000
SegaSoft Inc. August 1996 - October 1998
HaL Computers December 1995 - August 1996
Lehman Brothers, Inc April 1994 - November 1995
Skills
Communication Protocols, Object Oriented Design, Server Architecture, Agile Methodologies, CMC development, Interactivity, Perl, Scrum, Python, Social Networking, computer mediated..., Mobile Devices, Mobile Applications, Mobile Phone Apps, JavaScript, css3, html5, C, ruby, Ruby on Rails, django, Node.js, Distributed Systems, Scalability, Software Development, Ruby, SaaS, Software Engineering, Programming, Software Design, HTML 5, Start-ups, Django, User Interaction, User Experience, CSS3, Unix, TCP/IP, Linux, FreeBSD, DNS, Open Source, Databases, Cloud Computing, Web Services, Socket Programming
Education
Rensselaer Polytechnic Institute 1984 — 1993
Bachelor's degree, Computer Science
23andMe October 2013 - Present
Citrix Online March 2010 - September 2013
Paglo Labs Inc. August 2007 - February 2010
Network Chemistry November 2006 - August 2007
Nominum, Inc. August 2000 - October 2006
Sega.com April 2000 - June 2000
SegaSoft Networks Inc. September 1998 - April 2000
SegaSoft Inc. August 1996 - October 1998
HaL Computers December 1995 - August 1996
Lehman Brothers, Inc April 1994 - November 1995
Skills
Communication Protocols, Object Oriented Design, Server Architecture, Agile Methodologies, CMC development, Interactivity, Perl, Scrum, Python, Social Networking, computer mediated..., Mobile Devices, Mobile Applications, Mobile Phone Apps, JavaScript, css3, html5, C, ruby, Ruby on Rails, django, Node.js, Distributed Systems, Scalability, Software Development, Ruby, SaaS, Software Engineering, Programming, Software Design, HTML 5, Start-ups, Django, User Interaction, User Experience, CSS3, Unix, TCP/IP, Linux, FreeBSD, DNS, Open Source, Databases, Cloud Computing, Web Services, Socket Programming
Education
Rensselaer Polytechnic Institute 1984 — 1993
Bachelor's degree, Computer Science
Eric Hayden Shakun Eric Hayden Shakun's Lehman Brothers Inc. Experience May 2006 - July 2007
Job Vice President, Strategy & Operations at The Deal
Industry Internet
Experience
The Deal November 2014 - Present
TheStreet August 2013 - Present
TheStreet March 2012 - July 2013
The Jordan, Edmiston Group, Inc. August 2010 - March 2012
CreditCards.com September 2009 - August 2010
Yale School of Management 2007 - 2009
Analysis Group, Inc June 2008 - August 2008
Lehman Brothers, Inc May 2006 - July 2007
FTI Consulting, Inc December 2004 - May 2006
PricewaterhouseCoopers August 2002 - November 2004
Skills
Investment Banking, Digital Media, M&A due diligence, Private Equity, Venture Capital, Financial Modeling, Valuation, Corporate Finance, Competitive Analysis, Due Diligence, Corporate Development, Emerging Markets, Mergers & Acquisitions, Analytics, Strategy
Education
Yale University - Yale School of Management 2007 — 2009
MBA
University of Maryland - Robert H. Smith School of Business 1998 — 2002
Bachelor of Science
The Deal November 2014 - Present
TheStreet August 2013 - Present
TheStreet March 2012 - July 2013
The Jordan, Edmiston Group, Inc. August 2010 - March 2012
CreditCards.com September 2009 - August 2010
Yale School of Management 2007 - 2009
Analysis Group, Inc June 2008 - August 2008
Lehman Brothers, Inc May 2006 - July 2007
FTI Consulting, Inc December 2004 - May 2006
PricewaterhouseCoopers August 2002 - November 2004
Skills
Investment Banking, Digital Media, M&A due diligence, Private Equity, Venture Capital, Financial Modeling, Valuation, Corporate Finance, Competitive Analysis, Due Diligence, Corporate Development, Emerging Markets, Mergers & Acquisitions, Analytics, Strategy
Education
Yale University - Yale School of Management 2007 — 2009
MBA
University of Maryland - Robert H. Smith School of Business 1998 — 2002
Bachelor of Science
Susan Justus Susan Justus's Lehman Brothers Inc. Experience January 2006 - March 2008
Job Learning & Development Manager @ Alvarez & Marsal
Industry Human Resources
Experience
Alvarez & Marsal May 2013 - Present
Momentum Worldwide September 2012 - March 2013
MetLife April 2009 - September 2012
Credit Suisse August 2008 - January 2009
Lehman Brothers, Inc. January 2006 - March 2008
Lehman Brothers, Inc. February 2005 - December 2005
Lehman Brothers, Inc. November 2003 - January 2005
Yablon Shoes, Inc. March 2001 - November 2003
Skills
Onboarding, Relationship Management, Training, Performance Improvement, Talent Management, Performance Management, Succession Planning, Human Resources, Applicant Tracking..., Recruiting, Employee Engagement, Organizational..., PeopleSoft, HRIS, Leadership Development, Change Management, Personnel Management, Employee Training, Management, Negotiation, Leadership
Education
The New School 2005 — 2008
Masters of Science, Human Resources Management
LIU Brooklyn 1997 — 2002
Bachelors of Arts, Communications: Journalism
Alvarez & Marsal May 2013 - Present
Momentum Worldwide September 2012 - March 2013
MetLife April 2009 - September 2012
Credit Suisse August 2008 - January 2009
Lehman Brothers, Inc. January 2006 - March 2008
Lehman Brothers, Inc. February 2005 - December 2005
Lehman Brothers, Inc. November 2003 - January 2005
Yablon Shoes, Inc. March 2001 - November 2003
Skills
Onboarding, Relationship Management, Training, Performance Improvement, Talent Management, Performance Management, Succession Planning, Human Resources, Applicant Tracking..., Recruiting, Employee Engagement, Organizational..., PeopleSoft, HRIS, Leadership Development, Change Management, Personnel Management, Employee Training, Management, Negotiation, Leadership
Education
The New School 2005 — 2008
Masters of Science, Human Resources Management
LIU Brooklyn 1997 — 2002
Bachelors of Arts, Communications: Journalism
Anthony Ghibesi Anthony Ghibesi's Lehman Brothers Inc. Experience September 1996 - September 2008
Job Director, Head of Financial Market Operations, Americas at Standard Chartered Bank
Industry Financial Services
Experience
Standard Chartered Bank September 2009 - Present
Barclays Capital October 2008 - September 2009
Lehman Brothers Inc. September 1996 - September 2008
Grant Thornton May 1993 - July 1996
Skills
Fixed Income, Financial Markets, Middle Office, Emerging Markets, Bloomberg, Derivatives, Credit Derivatives, Bonds
Education
St. Peter's College 1992 — 1996
BS, Business Administration and Management, General
Standard Chartered Bank September 2009 - Present
Barclays Capital October 2008 - September 2009
Lehman Brothers Inc. September 1996 - September 2008
Grant Thornton May 1993 - July 1996
Skills
Fixed Income, Financial Markets, Middle Office, Emerging Markets, Bloomberg, Derivatives, Credit Derivatives, Bonds
Education
St. Peter's College 1992 — 1996
BS, Business Administration and Management, General
Daniel J. Lomeli Daniel J. Lomeli's Lehman Brothers Inc. Experience December 1997 - February 2004
Job Fine Wine Consultant at AViVa Vino
Industry Wine and Spirits
Experience
AViVa Vino September 2014 - Present
Allied Beverage Group March 2012 - June 2014
Meridian Equity Partners Inc. March 2006 - March 2012
James J. Lomeli Inc. February 2004 - March 2006
Lehman Brothers Inc December 1997 - February 2004
Salomon Brothers June 1992 - December 1997
Skills
Equities, Trading, Options, Equity Trading, Series 7, Series 63, Securities, Derivatives, Electronic Trading, Hedge Funds, ETFs, Equity Derivatives, Financial Markets, Series 24, Alternative Investments, Investments, Portfolio Management, Trading Systems, Mutual Funds, Bloomberg, Fixed Income, Financial Services, Capital Markets, Trading Strategies, Wealth Management, Financial Risk, Asset Management, Hedging, FINRA, Technical Analysis, Asset Allocation, Proprietary Trading, FX Options, Uniform Combined State..., Investment Advisory, Bonds, Relationship Management, Strategy, Investment Strategies, Sales, Wine, Management, Sales Management, Options Strategies, Food Pairing, Risk Management
Education
State University of New York at Stony Brook 1984 — 1985
Stony Brook University
AViVa Vino September 2014 - Present
Allied Beverage Group March 2012 - June 2014
Meridian Equity Partners Inc. March 2006 - March 2012
James J. Lomeli Inc. February 2004 - March 2006
Lehman Brothers Inc December 1997 - February 2004
Salomon Brothers June 1992 - December 1997
Skills
Equities, Trading, Options, Equity Trading, Series 7, Series 63, Securities, Derivatives, Electronic Trading, Hedge Funds, ETFs, Equity Derivatives, Financial Markets, Series 24, Alternative Investments, Investments, Portfolio Management, Trading Systems, Mutual Funds, Bloomberg, Fixed Income, Financial Services, Capital Markets, Trading Strategies, Wealth Management, Financial Risk, Asset Management, Hedging, FINRA, Technical Analysis, Asset Allocation, Proprietary Trading, FX Options, Uniform Combined State..., Investment Advisory, Bonds, Relationship Management, Strategy, Investment Strategies, Sales, Wine, Management, Sales Management, Options Strategies, Food Pairing, Risk Management
Education
State University of New York at Stony Brook 1984 — 1985
Stony Brook University
Andrea Podgarsky Andrea Podgarsky's Lehman Brothers Inc. Experience January 1999 - August 2001
Job Manager of Manhattan Company Owned Centers at Kumon North America
Industry Education Management
Experience
Kumon North America April 2013 - Present
Kumon October 2012 - March 2013
Kumon January 2008 - December 2012
THOMAS C. GIORDANO MIDDLE SCHOOL August 2003 - June 2008
EDUCATION LINK October 2007 - May 2008
GOTTLIEB, STEEN AND HAMILTON November 2002 - June 2003
Lehman Brothers, Inc. January 1999 - August 2001
PAUL, WEISS January 1997 - January 1999
Skills
Program Management, Marketing, Education Policy, Expense Management, Curriculum Development, Staff Development, Teaching, Curriculum Design, Tutoring, Educational Leadership, Community Outreach, Non-profits, Public Speaking, Adult Education, Instructional Design
Education
Mercy College 2003 — 2005
MSC, Education
The London School of Economics and Political Science (LSE) 2001 — 2002
MSC, Gender and Social Policy
Bryn Mawr College 1993 — 1997
BA, Sociology
NYU School of Continuing Education
Kumon North America April 2013 - Present
Kumon October 2012 - March 2013
Kumon January 2008 - December 2012
THOMAS C. GIORDANO MIDDLE SCHOOL August 2003 - June 2008
EDUCATION LINK October 2007 - May 2008
GOTTLIEB, STEEN AND HAMILTON November 2002 - June 2003
Lehman Brothers, Inc. January 1999 - August 2001
PAUL, WEISS January 1997 - January 1999
Skills
Program Management, Marketing, Education Policy, Expense Management, Curriculum Development, Staff Development, Teaching, Curriculum Design, Tutoring, Educational Leadership, Community Outreach, Non-profits, Public Speaking, Adult Education, Instructional Design
Education
Mercy College 2003 — 2005
MSC, Education
The London School of Economics and Political Science (LSE) 2001 — 2002
MSC, Gender and Social Policy
Bryn Mawr College 1993 — 1997
BA, Sociology
NYU School of Continuing Education
James Ramsay James Ramsay's Lehman Brothers Inc. Experience 1999 - April 2007
Job President at PJP Consulting, LLC
Industry Financial Services
Experience
WSNE/Deutsche Bank April 2014 - Present
PJP Consulting, LLC January 2011 - Present
Citi April 2012 - March 2014
Credit Suisse April 2007 - May 2011
Lehman Brothers April 2000 - April 2007
Lehman Brothers Inc. 1999 - April 2007
Skills
Alternative Investments, Hedge Funds, Fixed Income, Prime Brokerage, Trading Systems, Electronic Trading, Derivatives, Risk Management, Equities, FX Options, Series 7, Reference Data, ETFs, Operational Risk..., Operational Risk, Corporate Actions, Back Office, Securities Lending, Equity Trading, Securities, Bloomberg, Trading, Financial Markets, Middle Office, Capital Markets, Investment Banking, Options
Education
Penn State University 1982 — 1986
BS, Computer Science/Mathematics
WSNE/Deutsche Bank April 2014 - Present
PJP Consulting, LLC January 2011 - Present
Citi April 2012 - March 2014
Credit Suisse April 2007 - May 2011
Lehman Brothers April 2000 - April 2007
Lehman Brothers Inc. 1999 - April 2007
Skills
Alternative Investments, Hedge Funds, Fixed Income, Prime Brokerage, Trading Systems, Electronic Trading, Derivatives, Risk Management, Equities, FX Options, Series 7, Reference Data, ETFs, Operational Risk..., Operational Risk, Corporate Actions, Back Office, Securities Lending, Equity Trading, Securities, Bloomberg, Trading, Financial Markets, Middle Office, Capital Markets, Investment Banking, Options
Education
Penn State University 1982 — 1986
BS, Computer Science/Mathematics
James Whipple's Lehman Brothers Inc. Experience 1980 - 1995
Job CEO, It's Whip Assoc
Industry Management Consulting
Experience
C E Unterberg Towbin September 1999 - August 2007
Lehman Brothers, Inc. 1980 - 1995
Skills
Equities, Capital Markets
Education
Saint Leo University 1966 — 1970
C E Unterberg Towbin September 1999 - August 2007
Lehman Brothers, Inc. 1980 - 1995
Skills
Equities, Capital Markets
Education
Saint Leo University 1966 — 1970
Camille Fea- Deltosta's Lehman Brothers Inc. Experience January 1994 - July 2001
Job Expertise in Accounts Payable/Bookkeeping/Property Mgmt Accounting
Industry Real Estate
Experience
FOREST REALTY MANAGEMENT July 2001 - August 2015
Lehman Brothers Inc. January 1994 - July 2001
MERRILL LYNCH & Co., Inc August 1985 - January 1993
Skills
Social Media, Accounts Payable, Financial Analysis, Accounts Receivable, Budgets, Microsoft Excel, Financial Reporting, Finance, Account Reconciliation, Accounting, Bank Reconciliation, Invoicing, General Ledger, Real Estate, Payroll, Sales, Marketing, Management, Forecasting, Customer Service, Internal Audit, Financial Modeling, Process Improvement, Inventory Management, Strategic Financial..., Credit, Retail, Microsoft Office, Financial Planning
Education
Pace University 1990 — 1994
associate, Business Finance
FOREST REALTY MANAGEMENT July 2001 - August 2015
Lehman Brothers Inc. January 1994 - July 2001
MERRILL LYNCH & Co., Inc August 1985 - January 1993
Skills
Social Media, Accounts Payable, Financial Analysis, Accounts Receivable, Budgets, Microsoft Excel, Financial Reporting, Finance, Account Reconciliation, Accounting, Bank Reconciliation, Invoicing, General Ledger, Real Estate, Payroll, Sales, Marketing, Management, Forecasting, Customer Service, Internal Audit, Financial Modeling, Process Improvement, Inventory Management, Strategic Financial..., Credit, Retail, Microsoft Office, Financial Planning
Education
Pace University 1990 — 1994
associate, Business Finance
Lou Di Cerbo's Lehman Brothers Inc. Experience February 1992 - August 1994
Job Experienced Capital Markets Attorney │Futures & OTC Derivatives │Regulatory Implementations │Compliance
Industry Capital Markets
Experience
Bank of America Merrill Lynch January 2009 - February 2015
Banc of America Securities August 2002 - December 2008
Limitless, Inc. January 2001 - January 2002
FlowBanking, L.L.C. May 2000 - October 2000
Morgan Keegan & Company May 1998 - July 1999
First National Bank of Chicago (now JP Morgan Chase) August 1994 - May 1998
Lehman Brothers, Inc. February 1992 - August 1994
Bank of New York (formerly known as Irving Bank Corporation) June 1986 - February 1992
Pattison, Sampson, Ginsberg & Griffin, P.C. October 1984 - May 1986
Skills
Futures Clearing, Financial Regulation, Derivatives, Interest Rate..., Capital Markets, Trading, Fixed Income, Options, Credit, Leadership, Legal Writing, Regulatory Requirements, Change Management, Team Leadership, Legal Issues, Social Networking, Legal Support, Legal Services, Futures, Documentation, Securities
Education
Boston University School of Law 1981 — 1984
Juris Doctor, Law
Hamilton College 1977 — 1981
B.A., History and Government
Bank of America Merrill Lynch January 2009 - February 2015
Banc of America Securities August 2002 - December 2008
Limitless, Inc. January 2001 - January 2002
FlowBanking, L.L.C. May 2000 - October 2000
Morgan Keegan & Company May 1998 - July 1999
First National Bank of Chicago (now JP Morgan Chase) August 1994 - May 1998
Lehman Brothers, Inc. February 1992 - August 1994
Bank of New York (formerly known as Irving Bank Corporation) June 1986 - February 1992
Pattison, Sampson, Ginsberg & Griffin, P.C. October 1984 - May 1986
Skills
Futures Clearing, Financial Regulation, Derivatives, Interest Rate..., Capital Markets, Trading, Fixed Income, Options, Credit, Leadership, Legal Writing, Regulatory Requirements, Change Management, Team Leadership, Legal Issues, Social Networking, Legal Support, Legal Services, Futures, Documentation, Securities
Education
Boston University School of Law 1981 — 1984
Juris Doctor, Law
Hamilton College 1977 — 1981
B.A., History and Government
Christine Rector Christine Rector's Lehman Brothers Inc. Experience August 1997 - August 1998
Job Associate at Regent Partners, LLC
Industry Real Estate
Experience
Regent Partners, LLC March 1999 - Present
MANCHESTER September 1998 - March 1999
LEHMAN BROTHERS, INC. August 1997 - August 1998
Education
NCPT: National Center for Paralegal Studies 2000 — 2001
Certificate (with Honors), ABA-approved program, Paralegal Studies/Business Transactions Specialty
City University of New York-John Jay College of Criminal Justice 1991 — 1995
Legal Studies, BS, Legal Studies, General
State University of New York College at Buffalo 1990 — 1991
Criminal Justice/Police Science
Regent Partners, LLC March 1999 - Present
MANCHESTER September 1998 - March 1999
LEHMAN BROTHERS, INC. August 1997 - August 1998
Education
NCPT: National Center for Paralegal Studies 2000 — 2001
Certificate (with Honors), ABA-approved program, Paralegal Studies/Business Transactions Specialty
City University of New York-John Jay College of Criminal Justice 1991 — 1995
Legal Studies, BS, Legal Studies, General
State University of New York College at Buffalo 1990 — 1991
Criminal Justice/Police Science
Yunus Gittham's Lehman Brothers Inc. Experience July 2005 - October 2008
Job Mgr SQL Development & Solutions/Data Architect
Industry Financial Services
Experience
Santander Bank, N.A. June 2015 - Present
JPMorgan Chase July 2014 - May 2015
Bloomberg LP November 2013 - June 2014
Neuberger Berman October 2008 - November 2013
Lehman Brothers Inc. July 2005 - October 2008
Global Document Solutions September 1999 - June 2005
Skytech Consulting Inc. October 1998 - August 1999
Reliance Industries Limited June 1997 - July 1998
Skills
Microsoft SQL Server, Informix, Informatica, Project Management, Unix Shell Scripting, Informix 4GL, Agile Methodologies, Full SDLC, Technical Leadership, Perl, Database Design, SDLC, PL/SQL, Software Project..., Data Warehousing, Unix, Databases, SQL, Visio, IT Strategy, .NET, Software Development, Agile Project Management, ETL, User Acceptance Testing, Requirements Gathering, Data Modeling, Requirements Analysis, Enterprise Architecture, DB2, Oracle, SOA, UML, Java Enterprise Edition, Web Services
Education
South Gujarat University 1994 — 1997
MCA, Computer Science, Distinction
South Gujarat University 1991 — 1997
Masters in Computer Science, Computer Science
Santander Bank, N.A. June 2015 - Present
JPMorgan Chase July 2014 - May 2015
Bloomberg LP November 2013 - June 2014
Neuberger Berman October 2008 - November 2013
Lehman Brothers Inc. July 2005 - October 2008
Global Document Solutions September 1999 - June 2005
Skytech Consulting Inc. October 1998 - August 1999
Reliance Industries Limited June 1997 - July 1998
Skills
Microsoft SQL Server, Informix, Informatica, Project Management, Unix Shell Scripting, Informix 4GL, Agile Methodologies, Full SDLC, Technical Leadership, Perl, Database Design, SDLC, PL/SQL, Software Project..., Data Warehousing, Unix, Databases, SQL, Visio, IT Strategy, .NET, Software Development, Agile Project Management, ETL, User Acceptance Testing, Requirements Gathering, Data Modeling, Requirements Analysis, Enterprise Architecture, DB2, Oracle, SOA, UML, Java Enterprise Edition, Web Services
Education
South Gujarat University 1994 — 1997
MCA, Computer Science, Distinction
South Gujarat University 1991 — 1997
Masters in Computer Science, Computer Science
Wendy M. Uvino Wendy M. Uvino's Lehman Brothers Inc. Experience September 1994 - October 2008
Job Head of Human Resources at Olayan America
Industry Financial Services
Experience
Olayan America November 2014 - Present
Natixis North America July 2010 - October 2014
Lehman Brothers Holdings Inc. September 2008 - July 2010
Lehman Brothers Inc. September 1994 - October 2008
Bankers Trust September 1993 - September 1994
JWP Inc. September 1991 - August 1993
Columbia Pictures Industries, Inc. September 1982 - August 1991
Skills
HR Strategy, HR Transformation, Deferred Compensation, Project Management, HRIS, Employee Benefits, Human Resources, Restructuring, Mergers, Acquisition Integration, Succession Planning, Organizational Design, Talent Management, Recruiting, Leadership, Management, Executive Pay, Process Improvement, Capital Markets, Due Diligence, Executive Compensation..., Expatriate Management, Vendor Management, Change Management, Mergers, Performance Management, Personnel Management, Strategy, Talent Acquisition
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Tufts University
BA, Economics
Westminster School
High School Diploma, High school
Olayan America November 2014 - Present
Natixis North America July 2010 - October 2014
Lehman Brothers Holdings Inc. September 2008 - July 2010
Lehman Brothers Inc. September 1994 - October 2008
Bankers Trust September 1993 - September 1994
JWP Inc. September 1991 - August 1993
Columbia Pictures Industries, Inc. September 1982 - August 1991
Skills
HR Strategy, HR Transformation, Deferred Compensation, Project Management, HRIS, Employee Benefits, Human Resources, Restructuring, Mergers, Acquisition Integration, Succession Planning, Organizational Design, Talent Management, Recruiting, Leadership, Management, Executive Pay, Process Improvement, Capital Markets, Due Diligence, Executive Compensation..., Expatriate Management, Vendor Management, Change Management, Mergers, Performance Management, Personnel Management, Strategy, Talent Acquisition
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Tufts University
BA, Economics
Westminster School
High School Diploma, High school
Rene Solorzano Rene Solorzano's Lehman Brothers Inc. Experience August 2000 - May 2006
Job Vice President, FP&A and Treasury at RLJ Entertainment, Inc.
Industry Entertainment
Experience
RLJ Entertainment, Inc. September 2013 - Present
MGM Studios November 2012 - June 2013
Paramount Pictures, Inc August 2007 - September 2012
Lehman Brothers, Inc August 2000 - May 2006
ABN AMRO, Inc January 2000 - July 2000
Skills
Financial Modeling, Financial Analysis, Variance Analysis, Forecasting, Budget, Equity Research, Market Research, Valuation, Presentations, Hyperion Planning, Microstrategy, Google Analytics, Investments, Strategic Financial..., Data Analysis
Education
Stanford University
Bachelor of Science degree, Engineering, Bio-Mechanical Engineering
RLJ Entertainment, Inc. September 2013 - Present
MGM Studios November 2012 - June 2013
Paramount Pictures, Inc August 2007 - September 2012
Lehman Brothers, Inc August 2000 - May 2006
ABN AMRO, Inc January 2000 - July 2000
Skills
Financial Modeling, Financial Analysis, Variance Analysis, Forecasting, Budget, Equity Research, Market Research, Valuation, Presentations, Hyperion Planning, Microstrategy, Google Analytics, Investments, Strategic Financial..., Data Analysis
Education
Stanford University
Bachelor of Science degree, Engineering, Bio-Mechanical Engineering
Peter Lindner Peter Lindner's Lehman Brothers Inc. Experience March 2002 - February 2004
Job Senior Financial Sector Expert in the Debt Capital Markets Instruments Division at International Monetary Fund
Industry Capital Markets
Experience
International Monetary Fund March 2014 - Present
IMF July 2010 - Present
Babson Capital Management January 2010 - August 2010
Boston University School of Management September 2009 - December 2009
State Street Global Advisors November 2006 - January 2009
ASB Capital Management March 2004 - June 2006
Lehman Brothers Inc. March 2002 - February 2004
Lehman Brothers Inc July 1993 - February 2002
Lehman Brothers Inc. August 1992 - June 1993
Skills
Econometrics, Pricing, Fixed Income, Hedge Funds, Valuation, Asset Managment, Financial Modeling, Bloomberg, Derivatives, Portfolio Management, Equities, Asset Allocation, Quantitative Analytics, Capital Markets, Alternative Investments, Investments, Equity Research, Quantitative Finance, Trading, Emerging Markets
Education
University of Pennsylvania 1986 — 1991
Ph.D.
Christian-Albrechts-Universität zu Kiel / University of Kiel
Diplom
International Monetary Fund March 2014 - Present
IMF July 2010 - Present
Babson Capital Management January 2010 - August 2010
Boston University School of Management September 2009 - December 2009
State Street Global Advisors November 2006 - January 2009
ASB Capital Management March 2004 - June 2006
Lehman Brothers Inc. March 2002 - February 2004
Lehman Brothers Inc July 1993 - February 2002
Lehman Brothers Inc. August 1992 - June 1993
Skills
Econometrics, Pricing, Fixed Income, Hedge Funds, Valuation, Asset Managment, Financial Modeling, Bloomberg, Derivatives, Portfolio Management, Equities, Asset Allocation, Quantitative Analytics, Capital Markets, Alternative Investments, Investments, Equity Research, Quantitative Finance, Trading, Emerging Markets
Education
University of Pennsylvania 1986 — 1991
Ph.D.
Christian-Albrechts-Universität zu Kiel / University of Kiel
Diplom
Ryan C. Tirre's Lehman Brothers Inc. Experience June 2006 - September 2008
Job Business Development Manager at Freshfields Bruckhaus Deringer
Industry Legal Services
Experience
Freshfields Bruckhaus Deringer December 2014 - Present
Sidley Austin LLP August 2014 - December 2014
Proskauer Rose LLP February 2013 - May 2014
Clerestory Capital Partners, LLC (LGT Capital Partners) January 2012 - November 2012
The Dilenschneider Group September 2009 - April 2011
UBS December 2008 - April 2009
Lehman Brothers, Inc. June 2006 - September 2008
Skills
Business Relationship..., Business Development, Client Development, Strategic Planning, Marketing Strategy, Communications Planning, Strategic Public..., Investor Relations, Marketing Research, RFP, Internal & External..., Non-profit Consulting, Event Marketing, Event Management, Persuasive Presentation..., Persuasive Writing, Fundraising, Editing, CRM software, Salesforce.com, Excel, CRM, Public Speaking, Press Releases, Event Planning, Leadership, Marketing, Microsoft Excel, Market Research, Management
Education
Ball State University 1999 — 2004
Bachelor's Degree, Organizational Communication
Freshfields Bruckhaus Deringer December 2014 - Present
Sidley Austin LLP August 2014 - December 2014
Proskauer Rose LLP February 2013 - May 2014
Clerestory Capital Partners, LLC (LGT Capital Partners) January 2012 - November 2012
The Dilenschneider Group September 2009 - April 2011
UBS December 2008 - April 2009
Lehman Brothers, Inc. June 2006 - September 2008
Skills
Business Relationship..., Business Development, Client Development, Strategic Planning, Marketing Strategy, Communications Planning, Strategic Public..., Investor Relations, Marketing Research, RFP, Internal & External..., Non-profit Consulting, Event Marketing, Event Management, Persuasive Presentation..., Persuasive Writing, Fundraising, Editing, CRM software, Salesforce.com, Excel, CRM, Public Speaking, Press Releases, Event Planning, Leadership, Marketing, Microsoft Excel, Market Research, Management
Education
Ball State University 1999 — 2004
Bachelor's Degree, Organizational Communication
Michael Neff Michael Neff's Lehman Brothers Inc. Experience July 2008 - August 2008
Job Law Clerk at U.S. District Court, S.D.N.Y.
Industry Law Practice
Experience
U.S. District Court, S.D.N.Y. September 2014 - Present
U.S. Court of Appeals, Seventh Circuit September 2013 - August 2014
Wilmer Cutler Pickering Hale & Dorr LLP May 2012 - July 2012
U.S. Department of Justice May 2011 - July 2011
Brussels Kangaroos Baseball Club April 2010 - July 2010
Lehman Brothers, Inc. July 2008 - August 2008
The Legal Aid Society May 2007 - August 2007
Skills
Westlaw, Legal Writing, Legal Research, Litigation, Lexis, Civil Litigation
Education
Harvard Law School 2010 — 2013
J.D.
Amherst College 2005 — 2009
Bachelor of Arts, History
The Dalton School 1992 — 2005
U.S. District Court, S.D.N.Y. September 2014 - Present
U.S. Court of Appeals, Seventh Circuit September 2013 - August 2014
Wilmer Cutler Pickering Hale & Dorr LLP May 2012 - July 2012
U.S. Department of Justice May 2011 - July 2011
Brussels Kangaroos Baseball Club April 2010 - July 2010
Lehman Brothers, Inc. July 2008 - August 2008
The Legal Aid Society May 2007 - August 2007
Skills
Westlaw, Legal Writing, Legal Research, Litigation, Lexis, Civil Litigation
Education
Harvard Law School 2010 — 2013
J.D.
Amherst College 2005 — 2009
Bachelor of Arts, History
The Dalton School 1992 — 2005
Michael DiAmore Michael DiAmore's Lehman Brothers Inc. Experience August 2006 - December 2006
Job Bauer Technologies System Engineer and Former Stevens Ducks PlaybyPlay Broadcaster
Industry Information Technology and Services
Experience
Bauer Technologies Inc. July 2014 - Present
Booz Allen Hamilton August 2011 - July 2014
Stevens Institute of Technology Athletics September 2006 - May 2011
Stevens Institute of Technology IT-Networking June 2007 - August 2007
Lehman Brothers, Inc. August 2006 - December 2006
Skills
Security, IT Networking, Information Assurance, Cisco IOS, Red Hat Linux, Testing, SDLC, Data Analysis, Computer Lab Management, Application Testing, TCP/IP, System Deployment, Information Security
Education
Stevens Institute of Technology 2005 — 2011
B.E., Computer Engineering
Bauer Technologies Inc. July 2014 - Present
Booz Allen Hamilton August 2011 - July 2014
Stevens Institute of Technology Athletics September 2006 - May 2011
Stevens Institute of Technology IT-Networking June 2007 - August 2007
Lehman Brothers, Inc. August 2006 - December 2006
Skills
Security, IT Networking, Information Assurance, Cisco IOS, Red Hat Linux, Testing, SDLC, Data Analysis, Computer Lab Management, Application Testing, TCP/IP, System Deployment, Information Security
Education
Stevens Institute of Technology 2005 — 2011
B.E., Computer Engineering
David Brucas's Lehman Brothers Inc. Experience 1992 - 1999
Job IT Executive and Strategic Consultant in the Healthcare and Life Sciences Industries
Industry Information Technology and Services
Experience
Hawai'i Health Connector 2013 - December 2014
Oracle America Inc. 1999 - 2013
Siebel Systems, Inc. (purchased by Oracle America in 2006) 1999 - 2006
Lehman Brothers, Inc. 1992 - 1999
Skills
CRM, Leadership, Management, Project Management, Business Analysis, Enterprise Software, Integration, Program Management, Analysis, Consulting, SaaS, Business Intelligence, Team Building, Change Management, Solution Architecture, Cross-functional Team..., SDLC, Strategic Planning, Product Management, Business Strategy, Marketing Strategy, Oracle, PMP, Whitewater Kayaking, Wilderness First Aid, Portfolio Management, Relationship Management, Customer Insight, Multi-channel Marketing, Clinical Data Management, Pharmaceutical Industry, Healthcare, Clinical Trials, Siebel, IBM
Education
Rensselaer Polytechnic Institute
Bachelor's Degree, Mathematics and Computer Science and Psychology
Hawai'i Health Connector 2013 - December 2014
Oracle America Inc. 1999 - 2013
Siebel Systems, Inc. (purchased by Oracle America in 2006) 1999 - 2006
Lehman Brothers, Inc. 1992 - 1999
Skills
CRM, Leadership, Management, Project Management, Business Analysis, Enterprise Software, Integration, Program Management, Analysis, Consulting, SaaS, Business Intelligence, Team Building, Change Management, Solution Architecture, Cross-functional Team..., SDLC, Strategic Planning, Product Management, Business Strategy, Marketing Strategy, Oracle, PMP, Whitewater Kayaking, Wilderness First Aid, Portfolio Management, Relationship Management, Customer Insight, Multi-channel Marketing, Clinical Data Management, Pharmaceutical Industry, Healthcare, Clinical Trials, Siebel, IBM
Education
Rensselaer Polytechnic Institute
Bachelor's Degree, Mathematics and Computer Science and Psychology
Prasad Gune's Lehman Brothers Inc. Experience June 1999 - August 1999
Job Product executive, LinkedIn Talent Solutions
Industry Computer Software
Experience
LinkedIn 2014 - Present
LinkedIn 2009 - 2014
Bain & Company 2007 - 2009
Oracle Corporation 2006 - 2007
Siebel Systems, Inc. 2004 - 2006
Siebel Systems 2001 - 2004
Siebel Systems, Inc. 2000 - 2001
Lehman Brothers, Inc. June 1999 - August 1999
Bain & Company 1995 - 1998
Ford Motor Company 1994 - 1994
Skills
Product Management, Product Marketing, Product Development, Product Strategy, Go-to-market Strategy, Competitive Analysis, Product Launch, Market Analysis, Pricing Strategy, Enterprise Software, Business Strategy, Relationship Management, Oracle, Software Product..., Analysis, Information Technology, LinkedIn API, Lead Generation, CRM, Strategy, Business Intelligence, Start-ups, Entrepreneurship, Business Development, Mergers & Acquisitions, Business Alliances, Management, Professional Services, Business Process, Telecommunications, Analytics, Consulting, User Experience Design, Siebel
Education
Harvard Business School 1998 — 2000
M.B.A.
University of California, Berkeley 1993 — 1995
M.S., Mechanical Engineering
College of Engineering, Pune 1985 — 1989
B.E. (Bachelor of Engineering), Mechanical Engineering
University of Pune 1985 — 1989
Bachelor of Engineering, Mechanical Engineering
LinkedIn 2014 - Present
LinkedIn 2009 - 2014
Bain & Company 2007 - 2009
Oracle Corporation 2006 - 2007
Siebel Systems, Inc. 2004 - 2006
Siebel Systems 2001 - 2004
Siebel Systems, Inc. 2000 - 2001
Lehman Brothers, Inc. June 1999 - August 1999
Bain & Company 1995 - 1998
Ford Motor Company 1994 - 1994
Skills
Product Management, Product Marketing, Product Development, Product Strategy, Go-to-market Strategy, Competitive Analysis, Product Launch, Market Analysis, Pricing Strategy, Enterprise Software, Business Strategy, Relationship Management, Oracle, Software Product..., Analysis, Information Technology, LinkedIn API, Lead Generation, CRM, Strategy, Business Intelligence, Start-ups, Entrepreneurship, Business Development, Mergers & Acquisitions, Business Alliances, Management, Professional Services, Business Process, Telecommunications, Analytics, Consulting, User Experience Design, Siebel
Education
Harvard Business School 1998 — 2000
M.B.A.
University of California, Berkeley 1993 — 1995
M.S., Mechanical Engineering
College of Engineering, Pune 1985 — 1989
B.E. (Bachelor of Engineering), Mechanical Engineering
University of Pune 1985 — 1989
Bachelor of Engineering, Mechanical Engineering
Suzanne Richards, Ed D's Lehman Brothers Inc. Experience January 2003 - October 2006
Job Vice President at Freddie Mac
Industry Financial Services
Experience
Freddie Mac June 2011 - Present
TD Bank June 2010 - June 2011
Credit Suisse 2008 - June 2010
Merrill Lynch October 2006 - December 2007
Lehman Brothers, Inc. January 2003 - October 2006
CIBC Oppenheimer June 2001 - December 2003
UBS/PaineWebber 1981 - 2001
Skills
Change Management, Diversity & Inclusion, Recruiting, Employee Engagement, Leadership, Capital Markets, Talent Management, Program Management, Program Development, Organizational..., Leadership Development, Succession Planning, Fixed Income, Executive Coaching, Human Resources, Onboarding, Organizational..., Organizational Design, Risk Management, Financial Services, Performance Management, Strategy, Management Consulting, Strategic Planning
Education
The George Washington University
Doctor of Education (Ed.D.), Human and Organizational Learning
Pepperdine University
Master of Business Administration (M.B.A.), Business
University of California at Santa Barbara
Bachelor of Arts (B.A.), Economics
Freddie Mac June 2011 - Present
TD Bank June 2010 - June 2011
Credit Suisse 2008 - June 2010
Merrill Lynch October 2006 - December 2007
Lehman Brothers, Inc. January 2003 - October 2006
CIBC Oppenheimer June 2001 - December 2003
UBS/PaineWebber 1981 - 2001
Skills
Change Management, Diversity & Inclusion, Recruiting, Employee Engagement, Leadership, Capital Markets, Talent Management, Program Management, Program Development, Organizational..., Leadership Development, Succession Planning, Fixed Income, Executive Coaching, Human Resources, Onboarding, Organizational..., Organizational Design, Risk Management, Financial Services, Performance Management, Strategy, Management Consulting, Strategic Planning
Education
The George Washington University
Doctor of Education (Ed.D.), Human and Organizational Learning
Pepperdine University
Master of Business Administration (M.B.A.), Business
University of California at Santa Barbara
Bachelor of Arts (B.A.), Economics
Donald Crooks Donald Crooks's Lehman Brothers Inc. Experience 1992 - 1997
Job Chair of Business Programs at Wagner College
Industry Education Management
Experience
Wagner College 2002 - Present
Isshinryu Karate --Don Nagle 1967 - Present
Lehman Brothers, Inc. 1992 - 1997
Smith Barney 1992 - 1992
Morgan Stanley 1981 - 1992
Allen & Co. 1976 - 1981
Skills
Research, PowerPoint, Higher Education, Microsoft Office, Public Speaking, Event Planning, Fundraising, Microsoft Excel, Team Leadership, Data Analysis, Equities, Event Management, Strategic Planning, Investment Banking, Program Management, Market Research, Outlook, Trading, Nonprofits, Microsoft Word, Budgets, Marketing, Social Media Marketing, Business Planning, Leadership, Teaching, Sales, Analysis, Coaching, Social Media, Access, Management, Teamwork, Team Building, Business Strategy, Public Relations, Recruiting, Organizational..., Financial Analysis, Customer Service, Time Management, Non-profits, Leadership Development, Staff Development, Program Development, Project Planning, Social Networking, Training, Spanish, Finance
Education
California Coast University 1978 — 1980
Ph.D.
Wagner College 1970 — 1972
MBA
Wagner College 1965 — 1969
B.S.
Wagner College 2002 - Present
Isshinryu Karate --Don Nagle 1967 - Present
Lehman Brothers, Inc. 1992 - 1997
Smith Barney 1992 - 1992
Morgan Stanley 1981 - 1992
Allen & Co. 1976 - 1981
Skills
Research, PowerPoint, Higher Education, Microsoft Office, Public Speaking, Event Planning, Fundraising, Microsoft Excel, Team Leadership, Data Analysis, Equities, Event Management, Strategic Planning, Investment Banking, Program Management, Market Research, Outlook, Trading, Nonprofits, Microsoft Word, Budgets, Marketing, Social Media Marketing, Business Planning, Leadership, Teaching, Sales, Analysis, Coaching, Social Media, Access, Management, Teamwork, Team Building, Business Strategy, Public Relations, Recruiting, Organizational..., Financial Analysis, Customer Service, Time Management, Non-profits, Leadership Development, Staff Development, Program Development, Project Planning, Social Networking, Training, Spanish, Finance
Education
California Coast University 1978 — 1980
Ph.D.
Wagner College 1970 — 1972
MBA
Wagner College 1965 — 1969
B.S.
Jakob Stasko Jakob Stasko's Lehman Brothers Inc. Experience October 2003 - January 2004
Job Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners April 2011 - Present
Bank of America June 2007 - April 2011
Bank of America Corporation March 2006 - June 2007
Bank of America Corporation March 2004 - March 2006
Lehman Brothers, Inc October 2003 - January 2004
First Investors Corporation June 2002 - August 2002
Skills
Structured Products, Middle Office, Securitization
Education
University of Illinois at Chicago 2000 — 2003
Bachelor of Science, Finance/Management
Guggenheim Partners April 2011 - Present
Bank of America June 2007 - April 2011
Bank of America Corporation March 2006 - June 2007
Bank of America Corporation March 2004 - March 2006
Lehman Brothers, Inc October 2003 - January 2004
First Investors Corporation June 2002 - August 2002
Skills
Structured Products, Middle Office, Securitization
Education
University of Illinois at Chicago 2000 — 2003
Bachelor of Science, Finance/Management
Katharine Klein's Lehman Brothers Inc. Experience March 1983 - February 1996
Job Business Development/M&A at GE Healthcare
Industry Hospital & Health Care
Experience
GE Healthcare January 2012 - Present
GE Healthcare July 2010 - January 2012
GE Healthcare March 2007 - June 2010
GE Healthcare Financial Services August 2005 - March 2007
Advanced TelCom Group, Inc. (now part of Integra Telecom) August 1999 - July 2002
GE Capital Corporation December 1996 - July 1999
Lehman Brothers Inc. March 1983 - February 1996
Skills
Mergers & Acquistiions, Strategy Development, Managing Client..., Team Leadership, Private Equity, Financial Services, Medical Devices, Healthcare Information..., Life Sciences, Healthcare, Healthcare Industry, Direct Sales, Investment Banking
Education
University of Chicago Graduate School of Business
MBA, Marketing
UCLA School of Public Health 2004 — 2005
MPH Pending, Management of Health Services
Harvard University
AB, Biology
GE Healthcare January 2012 - Present
GE Healthcare July 2010 - January 2012
GE Healthcare March 2007 - June 2010
GE Healthcare Financial Services August 2005 - March 2007
Advanced TelCom Group, Inc. (now part of Integra Telecom) August 1999 - July 2002
GE Capital Corporation December 1996 - July 1999
Lehman Brothers Inc. March 1983 - February 1996
Skills
Mergers & Acquistiions, Strategy Development, Managing Client..., Team Leadership, Private Equity, Financial Services, Medical Devices, Healthcare Information..., Life Sciences, Healthcare, Healthcare Industry, Direct Sales, Investment Banking
Education
University of Chicago Graduate School of Business
MBA, Marketing
UCLA School of Public Health 2004 — 2005
MPH Pending, Management of Health Services
Harvard University
AB, Biology
Cicy George's Lehman Brothers Inc. Experience July 2005 - March 2008
Job Project Manager at North ShoreLIJ Health System
Industry Hospital & Health Care
Experience
North Shore-LIJ Health System August 2015 - Present
North Shore-LIJ Health System July 2012 - July 2015
North Shore-LIJ Health System April 2010 - July 2012
North Shore-LIJ Health System April 2008 - April 2010
Lehman Brothers Inc. July 2005 - March 2008
Lehman Brothers Inc. June 2004 - July 2005
Barnes & Noble Inc. June 2002 - June 2004
Skills
PeopleSoft, Onboarding, Employee Relations, Employee Benefits, Human Resources, FMLA, Deferred Compensation, Healthcare, Policy, Performance Improvement, Talent Acquisition, Personnel Management, Program Management, Analysis, Temporary Placement, Hiring, Budgets, Time Management, Data Analysis, Performance Management, Organizational..., Recruiting
Education
Stony Brook University 1998 — 2002
Bachelor, English
North Shore-LIJ Health System August 2015 - Present
North Shore-LIJ Health System July 2012 - July 2015
North Shore-LIJ Health System April 2010 - July 2012
North Shore-LIJ Health System April 2008 - April 2010
Lehman Brothers Inc. July 2005 - March 2008
Lehman Brothers Inc. June 2004 - July 2005
Barnes & Noble Inc. June 2002 - June 2004
Skills
PeopleSoft, Onboarding, Employee Relations, Employee Benefits, Human Resources, FMLA, Deferred Compensation, Healthcare, Policy, Performance Improvement, Talent Acquisition, Personnel Management, Program Management, Analysis, Temporary Placement, Hiring, Budgets, Time Management, Data Analysis, Performance Management, Organizational..., Recruiting
Education
Stony Brook University 1998 — 2002
Bachelor, English
James Wolk's Lehman Brothers Inc. Experience March 2004 - August 2005
Job Market Data Services Reval
Industry Financial Services
Experience
Reval August 2013 - Present
Thomson Reuters April 2012 - January 2013
BlackRock September 2005 - March 2012
Lehman Brothers, Inc. March 2004 - August 2005
Thomson Financial, Inc May 2000 - November 2002
Thomson Financial, Inc January 1999 - April 2000
Thomson Financial, Inc August 1997 - December 1998
Securities Data Company March 1996 - July 1997
The Bond Buyer September 1994 - February 1996
Skills
Microsoft Word, Microsoft Excel, Salesforce.com, Bloomberg Terminal, SQL, Unix, PowerPoint, SDC Platinum, BlackRock Aladdin, Adobe Connect, Outlook, ThomsonOne, Security Operations, Reuters 3000, Data Mining, Risk Analytics, Operational Risk..., End User Training, User Documentation, Business Operations, Aqua Data Studio, Mergers & Acquisitions, Equities, Private Equity, Fixed Income, Troubleshooting, Training, Investment Banking, Analysis, Bonds, Trading
Education
Fordham University 1988 — 1992
BS, Finance
West Hazleton
Reval August 2013 - Present
Thomson Reuters April 2012 - January 2013
BlackRock September 2005 - March 2012
Lehman Brothers, Inc. March 2004 - August 2005
Thomson Financial, Inc May 2000 - November 2002
Thomson Financial, Inc January 1999 - April 2000
Thomson Financial, Inc August 1997 - December 1998
Securities Data Company March 1996 - July 1997
The Bond Buyer September 1994 - February 1996
Skills
Microsoft Word, Microsoft Excel, Salesforce.com, Bloomberg Terminal, SQL, Unix, PowerPoint, SDC Platinum, BlackRock Aladdin, Adobe Connect, Outlook, ThomsonOne, Security Operations, Reuters 3000, Data Mining, Risk Analytics, Operational Risk..., End User Training, User Documentation, Business Operations, Aqua Data Studio, Mergers & Acquisitions, Equities, Private Equity, Fixed Income, Troubleshooting, Training, Investment Banking, Analysis, Bonds, Trading
Education
Fordham University 1988 — 1992
BS, Finance
West Hazleton
Ray Sheen's Lehman Brothers Inc. Experience 1994 - 1997
Job
Industry Information Technology and Services
Experience
Blue Cardinal LLC June 2004 - Present
Maintenance Strategies Inc. June 2003 - Present
RBC Capital Partners 2001 - 2002
Deutsche Banc Alex. Brown 1998 - 2001
Union Bank Switzerland 1997 - 1998
Lehman Brothers Inc. 1994 - 1997
GE Capital 1991 - 1994
Education
Horace Greeley High School
Stanford University Graduate School of Business
MBA
Yale University
BA
Blue Cardinal LLC June 2004 - Present
Maintenance Strategies Inc. June 2003 - Present
RBC Capital Partners 2001 - 2002
Deutsche Banc Alex. Brown 1998 - 2001
Union Bank Switzerland 1997 - 1998
Lehman Brothers Inc. 1994 - 1997
GE Capital 1991 - 1994
Education
Horace Greeley High School
Stanford University Graduate School of Business
MBA
Yale University
BA
Patrick Sullivan's Lehman Brothers Inc. Experience June 2007 - April 2008
Job Senior Director, Business Development at NRG Solar
Industry Oil & Energy
Experience
NRG Solar May 2013 - Present
BrightSource Energy, Inc. June 2010 - April 2013
BrightSource Energy, Inc. September 2008 - June 2010
Lehman Brothers, Inc. June 2007 - April 2008
Legacy Partners Group, LLC July 2006 - June 2007
Goldman, Sachs & Co, June 2005 - September 2005
Shearman & Sterling LLP September 2002 - August 2004
Skills
Business Development, Leadership, Financial Structuring, Sales, Business Strategy, Renewable Energy, M&A experience, Utility and power sector, Negotiation, Financial Modeling, Investment Banking, Solar Energy, Management, Venture Capital, Private Equity, Due Diligence, Project Finance, Energy, Valuation, Corporate Finance, Cleantech, Corporate Development, Mergers & Acquisitions, Energy Efficiency, Strategy, Energy Policy, Entrepreneurship, Finance, Strategic Partnerships, Photovoltaics, Project Management
Education
University of Virginia - Darden Graduate School of Business Administration 2004 — 2006
MBA
Princeton University 1998 — 2002
AB
NRG Solar May 2013 - Present
BrightSource Energy, Inc. June 2010 - April 2013
BrightSource Energy, Inc. September 2008 - June 2010
Lehman Brothers, Inc. June 2007 - April 2008
Legacy Partners Group, LLC July 2006 - June 2007
Goldman, Sachs & Co, June 2005 - September 2005
Shearman & Sterling LLP September 2002 - August 2004
Skills
Business Development, Leadership, Financial Structuring, Sales, Business Strategy, Renewable Energy, M&A experience, Utility and power sector, Negotiation, Financial Modeling, Investment Banking, Solar Energy, Management, Venture Capital, Private Equity, Due Diligence, Project Finance, Energy, Valuation, Corporate Finance, Cleantech, Corporate Development, Mergers & Acquisitions, Energy Efficiency, Strategy, Energy Policy, Entrepreneurship, Finance, Strategic Partnerships, Photovoltaics, Project Management
Education
University of Virginia - Darden Graduate School of Business Administration 2004 — 2006
MBA
Princeton University 1998 — 2002
AB
Fred Hannaham's Lehman Brothers Inc. Experience March 1995 - August 1999
Job Chief Operating Officer, Six Impact, Inc.
Industry Information Technology and Services
Experience
Six Impact, Inc. January 2006 - July 2008
Munidex, Inc. August 2001 - January 2006
Zoetics Investment Group April 2000 - March 2001
ValuPlus Internet Services August 1999 - March 2000
Lehman Brothers, Inc. March 1995 - August 1999
Education
University of Pennsylvania 1978 — 1983
BA, Urban Studies
Six Impact, Inc. January 2006 - July 2008
Munidex, Inc. August 2001 - January 2006
Zoetics Investment Group April 2000 - March 2001
ValuPlus Internet Services August 1999 - March 2000
Lehman Brothers, Inc. March 1995 - August 1999
Education
University of Pennsylvania 1978 — 1983
BA, Urban Studies
desmond stinnie's Lehman Brothers Inc. Experience April 2000 - June 2003
Job President BPSNode.com
Industry Internet
Experience
BPSNode.com November 2013 - Present
Supplemental Benefits LLC January 2011 - Present
Political Boost Inc March 2010 - November 2013
My Ad Box, Inc. July 2003 - June 2009
Lehman Brothers, Inc. April 2000 - June 2003
Bindagraphics, Inc. May 1999 - December 1999
Skills
Project Management, Partnerships, Equities, Emerging Markets, Financial Modeling, Valuation, Investment Banking, Capital Markets, Private Equity, Bloomberg, Derivatives, Asset Managment, Asset Management, Entrepreneurship, Finance, Fixed Income, Marketing, Team Building, Sales, Strategic Planning, Management, Leadership, Customer Service, Analysis, Start-ups, Social Media
Education
Towson University 1995 — 1998
BS, Business - Finance
BPSNode.com November 2013 - Present
Supplemental Benefits LLC January 2011 - Present
Political Boost Inc March 2010 - November 2013
My Ad Box, Inc. July 2003 - June 2009
Lehman Brothers, Inc. April 2000 - June 2003
Bindagraphics, Inc. May 1999 - December 1999
Skills
Project Management, Partnerships, Equities, Emerging Markets, Financial Modeling, Valuation, Investment Banking, Capital Markets, Private Equity, Bloomberg, Derivatives, Asset Managment, Asset Management, Entrepreneurship, Finance, Fixed Income, Marketing, Team Building, Sales, Strategic Planning, Management, Leadership, Customer Service, Analysis, Start-ups, Social Media
Education
Towson University 1995 — 1998
BS, Business - Finance
Zarko Cvetanovic's Lehman Brothers Inc. Experience 2000 - 2008
Job VP at JP Morgan
Industry Computer Software
Experience
JP Morgan 2008 - Present
Lehman Brothers Inc 2000 - 2008
AT&T Bell Labs 1991 - 2000
University of Massachusetts Amherst 1987 - 1991
Skills
Unix, Weblogic, Java, C++, Java Enterprise Edition, Distributed Systems, Sybase, Integration, Software Development, Enterprise Architecture, Hibernate, EMS, Trading Systems, J2EE
Education
University of Massachusetts, Amherst
M.Sc.
University of Sarajevo, Electrical Engineering Department
B.Sc.
JP Morgan 2008 - Present
Lehman Brothers Inc 2000 - 2008
AT&T Bell Labs 1991 - 2000
University of Massachusetts Amherst 1987 - 1991
Skills
Unix, Weblogic, Java, C++, Java Enterprise Edition, Distributed Systems, Sybase, Integration, Software Development, Enterprise Architecture, Hibernate, EMS, Trading Systems, J2EE
Education
University of Massachusetts, Amherst
M.Sc.
University of Sarajevo, Electrical Engineering Department
B.Sc.
Martyn Mantynband's Lehman Brothers Inc. Experience August 1999 - May 2005
Job Operational ExpertiseGlobal Electronic 24Hour Order Desk
Industry Financial Services
Experience
Wells Fargo 2013 - 2015
Wells Fargo 2013 - 2015
HSBC Securities (USA) Inc. October 2010 - November 2011
Rosenthal Collins Group, LLC April 2007 - October 2010
Mizuho Securities, USA, Inc June 2005 - January 2007
Lehman Brothers, Inc August 1999 - May 2005
Paine Webber, Inc April 1996 - August 1999
Flunder Trading Corporation April 1994 - April 1996
Self employed September 1984 - April 1994
Wright Financial, Inc January 1984 - September 1984
Skills
Electronic Trading, Options, Commodity, Derivatives
Education
Northwestern University
Bachelor of Science, Political Science, Business Administration
Wells Fargo 2013 - 2015
Wells Fargo 2013 - 2015
HSBC Securities (USA) Inc. October 2010 - November 2011
Rosenthal Collins Group, LLC April 2007 - October 2010
Mizuho Securities, USA, Inc June 2005 - January 2007
Lehman Brothers, Inc August 1999 - May 2005
Paine Webber, Inc April 1996 - August 1999
Flunder Trading Corporation April 1994 - April 1996
Self employed September 1984 - April 1994
Wright Financial, Inc January 1984 - September 1984
Skills
Electronic Trading, Options, Commodity, Derivatives
Education
Northwestern University
Bachelor of Science, Political Science, Business Administration
John Galaviz's Lehman Brothers Inc. Experience July 1992 - July 1994
Job Chief Financial Officer at Answer Financial
Industry Financial Services
Experience
Answer Financial Inc. July 2012 - Present
Symetra Financial Corporation (NYSE: SYA) 2006 - 2012
The May Trust/Liberty Bankers Life Insurance Company 2005 - 2006
Ashley Music Group February 2003 - August 2004
Merrill Lynch Investment Banking 1997 - 2002
Enron 1996 - 1996
Dillon Read & Co. July 1994 - September 1995
Lehman Brothers, Inc. July 1992 - July 1994
Skills
Mergers & Acquisitions, IPO, Corporate Finance, Valuation, Strategy, Investments, Due Diligence, Start-ups, Strategic Planning, Finance, Investment Banking, Corporate Development, Entrepreneurship, Mergers, Financial Analysis, Business Strategy, Business Development, Executive Management, Insurance, Capital Markets, Financial Services, Fundraising, Financial Modeling, Venture Capital, Equities, Financial Structuring, Financial Reporting, Business Planning, 401k, Fixed Income, Strategic Financial..., Sarbanes-Oxley Act, Capital Structure, Oil&Gas, Healthcare, Business Plan..., Business Services, Accounting, SOX Compliancy, Financial Variance..., Employee Benefits, Private Placements, SEC filings, Corporate Real Estate, Call Centers, Sales Operations, Management, Leadership, Analysis
Education
Stanford University Graduate School of Business
Master of Business Administration (MBA), Business Administration and Management, General
University of Michigan
BA, Economics
Answer Financial Inc. July 2012 - Present
Symetra Financial Corporation (NYSE: SYA) 2006 - 2012
The May Trust/Liberty Bankers Life Insurance Company 2005 - 2006
Ashley Music Group February 2003 - August 2004
Merrill Lynch Investment Banking 1997 - 2002
Enron 1996 - 1996
Dillon Read & Co. July 1994 - September 1995
Lehman Brothers, Inc. July 1992 - July 1994
Skills
Mergers & Acquisitions, IPO, Corporate Finance, Valuation, Strategy, Investments, Due Diligence, Start-ups, Strategic Planning, Finance, Investment Banking, Corporate Development, Entrepreneurship, Mergers, Financial Analysis, Business Strategy, Business Development, Executive Management, Insurance, Capital Markets, Financial Services, Fundraising, Financial Modeling, Venture Capital, Equities, Financial Structuring, Financial Reporting, Business Planning, 401k, Fixed Income, Strategic Financial..., Sarbanes-Oxley Act, Capital Structure, Oil&Gas, Healthcare, Business Plan..., Business Services, Accounting, SOX Compliancy, Financial Variance..., Employee Benefits, Private Placements, SEC filings, Corporate Real Estate, Call Centers, Sales Operations, Management, Leadership, Analysis
Education
Stanford University Graduate School of Business
Master of Business Administration (MBA), Business Administration and Management, General
University of Michigan
BA, Economics
Jack Woo's Lehman Brothers Inc. Experience February 1987 - September 2008
Job Vice President Captial Prime Services at Barclays Capital
Industry Financial Services
Experience
Barclays Capital September 2008 - Present
Lehman Brothers Inc. February 1987 - September 2008
Skills
Middle Office, Prime Brokerage, Fixed Income, Derivatives, Equities, Trading Systems, Hedge Funds, Capital Markets, Electronic Trading, Equity Derivatives, Trading, Investment Banking
Education
Pace University - Lubin School of Business
Barclays Capital September 2008 - Present
Lehman Brothers Inc. February 1987 - September 2008
Skills
Middle Office, Prime Brokerage, Fixed Income, Derivatives, Equities, Trading Systems, Hedge Funds, Capital Markets, Electronic Trading, Equity Derivatives, Trading, Investment Banking
Education
Pace University - Lubin School of Business
Marco Kathuria's Lehman Brothers Inc. Experience 1995 - 1998
Job Digital Media Educator // Video Producer
Industry Higher Education
Experience
Towson University August 2014 - Present
MKCREATIVE (NYC & DC) January 1999 - Present
Brooklyn Center for Media Education March 2012 - Present
The Knowledge Fountain, LLC June 2012 - November 2014
Apple Inc. April 2004 - April 2008
Lehman Brothers, Inc. 1995 - 1998
KERA-TV 1994 - 1995
KERA-FM 1994 - 1995
Mystery Trout Television Productions 1993 - 1995
WNET/Thirteen 1990 - 1991
Skills
Marketing Strategy, Outbound Marketing, Email Marketing, Social Media Marketing, Video Production, Graphic Design, Non-profits, Nonprofits, SEO, Facebook, Adobe Creative Suite, Mac, Social Media, Editing, Fundraising, Broadcast, PowerPoint, Keynote, iLife, Online Advertising, Video Editing, Live Events, Public Speaking, Corporate Events, Training, WordPress, Digital Printing, Broadcast Television, Television Producing, Instructor-led Training, Consulting, Event Photography, Event Videography, Offset Printing, Nonprofit Technology, Not for Profit, Music Events, Webinars, Videographer, Twitter, Conference Services, Television, Video, Marketing
Education
Boston University 1988 — 1990
MS
Newcastle University Business School 1979 — 1983
BA
Towson University August 2014 - Present
MKCREATIVE (NYC & DC) January 1999 - Present
Brooklyn Center for Media Education March 2012 - Present
The Knowledge Fountain, LLC June 2012 - November 2014
Apple Inc. April 2004 - April 2008
Lehman Brothers, Inc. 1995 - 1998
KERA-TV 1994 - 1995
KERA-FM 1994 - 1995
Mystery Trout Television Productions 1993 - 1995
WNET/Thirteen 1990 - 1991
Skills
Marketing Strategy, Outbound Marketing, Email Marketing, Social Media Marketing, Video Production, Graphic Design, Non-profits, Nonprofits, SEO, Facebook, Adobe Creative Suite, Mac, Social Media, Editing, Fundraising, Broadcast, PowerPoint, Keynote, iLife, Online Advertising, Video Editing, Live Events, Public Speaking, Corporate Events, Training, WordPress, Digital Printing, Broadcast Television, Television Producing, Instructor-led Training, Consulting, Event Photography, Event Videography, Offset Printing, Nonprofit Technology, Not for Profit, Music Events, Webinars, Videographer, Twitter, Conference Services, Television, Video, Marketing
Education
Boston University 1988 — 1990
MS
Newcastle University Business School 1979 — 1983
BA
Anne Boyle's Lehman Brothers Inc. Experience June 1997 - August 1999
Job Partner and Director of Strategy at RoundPeg
Industry Marketing and Advertising
Experience
RoundPeg - Communications Fit for Social Good January 2011 - Present
Sisters of Mercy of the Americas November 2004 - February 2011
Sutton Group, Solutions for Social Change February 2002 - July 2004
Smarteam Communications Inc. July 2001 - February 2002
Sutton Social Marketing January 2000 - December 2000
Lehman Brothers, Inc. June 1997 - August 1999
Skills
Strategic Communications, Social Media Marketing, Marketing, Strategic Planning, Non-profits, Leadership, Community Outreach, Marketing Strategy, Nonprofits, Social Marketing, Strategy, Creative Strategy, Social Media, Integrated Marketing, Marketing Communications, Message Development, Email Marketing, Corporate Communications, Editing, Project Management, Branding & Identity, Cause Marketing, Digital Strategy, Proposal Writing, Marketing Research, Online Research, Marketing..., Green Marketing, Facilitation, Content Strategy, B Corps, B Corp Marketing, Branding, Brand Alignment, Content Marketing, Sustainability Marketing, Social Good, Marketing for Good
Education
University of Maryland College Park 1999 — 2001
MA, Communications
Mount St. Mary's University 1993 — 1997
BA, Rhetoric & Communications
University of London 1995 — 1995
Communication
RoundPeg - Communications Fit for Social Good January 2011 - Present
Sisters of Mercy of the Americas November 2004 - February 2011
Sutton Group, Solutions for Social Change February 2002 - July 2004
Smarteam Communications Inc. July 2001 - February 2002
Sutton Social Marketing January 2000 - December 2000
Lehman Brothers, Inc. June 1997 - August 1999
Skills
Strategic Communications, Social Media Marketing, Marketing, Strategic Planning, Non-profits, Leadership, Community Outreach, Marketing Strategy, Nonprofits, Social Marketing, Strategy, Creative Strategy, Social Media, Integrated Marketing, Marketing Communications, Message Development, Email Marketing, Corporate Communications, Editing, Project Management, Branding & Identity, Cause Marketing, Digital Strategy, Proposal Writing, Marketing Research, Online Research, Marketing..., Green Marketing, Facilitation, Content Strategy, B Corps, B Corp Marketing, Branding, Brand Alignment, Content Marketing, Sustainability Marketing, Social Good, Marketing for Good
Education
University of Maryland College Park 1999 — 2001
MA, Communications
Mount St. Mary's University 1993 — 1997
BA, Rhetoric & Communications
University of London 1995 — 1995
Communication
Haslyn Howard's Lehman Brothers Inc. Experience August 2005 - June 2007
Job Summer Associate at Lehman Brothers
Industry Financial Services
Experience
The University of Chicago Graduate School of Business September 2007 - Present
Lehman Brothers, Inc. August 2005 - June 2007
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Financw
Maurice A. Deane School of Law at Hofstra University 2000 — 2003
JD, Law
Wake Forest University 1994 — 1998
B.A., Sociology
The University of Chicago Graduate School of Business September 2007 - Present
Lehman Brothers, Inc. August 2005 - June 2007
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Financw
Maurice A. Deane School of Law at Hofstra University 2000 — 2003
JD, Law
Wake Forest University 1994 — 1998
B.A., Sociology
Joseph Kenner's Lehman Brothers Inc. Experience July 1999 - November 2001
Job Deputy Commissioner at Westchester County
Industry Government Administration
Experience
Westchester County February 2014 - Present
Village of Port Chester 2007 - Present
Calvary Baptist Church, New York City 2010 - August 2014
Westchester County September 2010 - February 2014
PCNA January 2008 - May 2010
Weshester County Association Young Professionals Advisory Committee 2008 - 2010
The Williams Club of New York 1998 - 2008
PepsiCo November 2001 - December 2007
Lehman Brothers, Inc. July 1999 - November 2001
Chubb & Son, Inc. July 1996 - July 1999
Skills
Leadership, Risk Management, Financial Modeling, Strategic Planning, Process Improvement, Finance, Strategy, Negotiation, Management, Program Management, Public Speaking, Policy, Government, Marketing Strategy, Fundraising, Mergers & Acquisitions, Project Planning, Contract Negotiation, Mergers, Team Leadership, Cross-functional Team..., Operations Management, Sales, Budgets, Financial Analysis, Project Management, Entrepreneurship, Organizational..., Business Planning, New Business Development, Business Development, Financial Reporting, Microsoft Office, Competitive Analysis, Teamwork, Management Consulting, Strategic Financial..., Pricing, Public Policy, Public Relations, Policy Analysis, Social Services, Family Policy, Nonprofits, Analysis, Community Outreach, Research
Education
Pace University - Lubin School of Business 1998 — 2002
MBA, Financial Management
Williams College 1992 — 1996
Bachelor of Science (B.S.), Political Economy
University of Oxford 1994 — 1995
Politics, Philosophy and Economics (PPE)
Holy Cross High School 1988 — 1992
Diploma
Westchester County February 2014 - Present
Village of Port Chester 2007 - Present
Calvary Baptist Church, New York City 2010 - August 2014
Westchester County September 2010 - February 2014
PCNA January 2008 - May 2010
Weshester County Association Young Professionals Advisory Committee 2008 - 2010
The Williams Club of New York 1998 - 2008
PepsiCo November 2001 - December 2007
Lehman Brothers, Inc. July 1999 - November 2001
Chubb & Son, Inc. July 1996 - July 1999
Skills
Leadership, Risk Management, Financial Modeling, Strategic Planning, Process Improvement, Finance, Strategy, Negotiation, Management, Program Management, Public Speaking, Policy, Government, Marketing Strategy, Fundraising, Mergers & Acquisitions, Project Planning, Contract Negotiation, Mergers, Team Leadership, Cross-functional Team..., Operations Management, Sales, Budgets, Financial Analysis, Project Management, Entrepreneurship, Organizational..., Business Planning, New Business Development, Business Development, Financial Reporting, Microsoft Office, Competitive Analysis, Teamwork, Management Consulting, Strategic Financial..., Pricing, Public Policy, Public Relations, Policy Analysis, Social Services, Family Policy, Nonprofits, Analysis, Community Outreach, Research
Education
Pace University - Lubin School of Business 1998 — 2002
MBA, Financial Management
Williams College 1992 — 1996
Bachelor of Science (B.S.), Political Economy
University of Oxford 1994 — 1995
Politics, Philosophy and Economics (PPE)
Holy Cross High School 1988 — 1992
Diploma
Peter Diamond's Lehman Brothers Inc. Experience August 1993 - April 1994
Job Vice President Finance at Hospital Energy, LLC
Industry Financial Services
Experience
Hospital Energy, LLC March 2009 - Present
Self-Employed October 2005 - March 2009
Advanced Infrastructure Ventures, LLC May 2001 - February 2002
Wit SoundView Corporation July 1998 - March 2001
SoundView Technology Group, Inc. December 1996 - July 1998
Furman Selz LLC April 1994 - October 1996
Lehman Brothers Inc. August 1993 - April 1994
Skills
Financial Analysis, Investments, Financial Modeling, Corporate Finance, Finance, Valuation, Private Equity, Mergers & Acquisitions, Mergers, Investment Banking, Hedge Funds, Due Diligence, Capital Markets
Education
University of Rochester - Simon Business School 1991 — 1993
MBA, Finance
Union College 1983 — 1987
BA, Managerial Economics
Hospital Energy, LLC March 2009 - Present
Self-Employed October 2005 - March 2009
Advanced Infrastructure Ventures, LLC May 2001 - February 2002
Wit SoundView Corporation July 1998 - March 2001
SoundView Technology Group, Inc. December 1996 - July 1998
Furman Selz LLC April 1994 - October 1996
Lehman Brothers Inc. August 1993 - April 1994
Skills
Financial Analysis, Investments, Financial Modeling, Corporate Finance, Finance, Valuation, Private Equity, Mergers & Acquisitions, Mergers, Investment Banking, Hedge Funds, Due Diligence, Capital Markets
Education
University of Rochester - Simon Business School 1991 — 1993
MBA, Finance
Union College 1983 — 1987
BA, Managerial Economics
Christine Ostapiak's Lehman Brothers Inc. Experience 1997 - 2002
Job Research Analyst at Nicholas Pascarella & Company
Industry Financial Services
Experience
Nicholas Pascarella & Company June 2013 - Present
Summit Financial Resources Inc June 2006 - June 2013
AXA Advisors LLC 2004 - 2005
self employed 2003 - 2004
Lehman Brothers Inc 1997 - 2002
JP Morgan & Co Inc 1989 - 1997
Skills
Wealth Management, Financial Planning, Asset Managment, Investments, Asset Allocation, Mutual Funds, Microsoft Excel, Financial Markets, Research, Analysis, Morningstar, Foreign Exchange, Trading, FX Options, Derivatives, Alternative Investments, Hedge Funds, Bloomberg, Trading Systems, FX Hedging, Emerging Markets, Series 7, Series 66
Education
New York University - Leonard N. Stern School of Business
MBA
University of Pennsylvania 1984 — 1988
BA
Nicholas Pascarella & Company June 2013 - Present
Summit Financial Resources Inc June 2006 - June 2013
AXA Advisors LLC 2004 - 2005
self employed 2003 - 2004
Lehman Brothers Inc 1997 - 2002
JP Morgan & Co Inc 1989 - 1997
Skills
Wealth Management, Financial Planning, Asset Managment, Investments, Asset Allocation, Mutual Funds, Microsoft Excel, Financial Markets, Research, Analysis, Morningstar, Foreign Exchange, Trading, FX Options, Derivatives, Alternative Investments, Hedge Funds, Bloomberg, Trading Systems, FX Hedging, Emerging Markets, Series 7, Series 66
Education
New York University - Leonard N. Stern School of Business
MBA
University of Pennsylvania 1984 — 1988
BA
Kaming Liu's Lehman Brothers Inc. Experience August 1999 - April 2000
Job Studio Supervisor/Art Director at Franklyn Healthcom
Industry Marketing and Advertising
Experience
Franklyn Healthcom October 2014 - Present
Aspen Marketing Services - a division of Epsilon June 2013 - July 2014
Consultant Art Director August 2012 - May 2013
Reader's Digest June 1996 - August 2012
Lehman Brothers Inc August 1999 - April 2000
Philip Morris Inc March 1996 - August 1996
Scholastic Publication Inc June 1994 - August 1994
Skills
Website Design, Mobile App Design, Information Architecture, Online Advertising, Promotions, Creativity, Wordpress, Web Design, Mobile Applications, Creative Direction, Advertising, Creative..., Online Promotion, Email..., Online Sweepstakes..., Digital Branding, Visual Guidelines, User Experience (UX)..., On-site Production..., Computer and..., Joomla, User Interface Design..., Ad banners, Email Marketing, HTML emails, Graphic Design, WordPress, Flash, Digital Media, User Interface Design, Online Marketing, InDesign
Education
The Cooper Union for the Advancement of Science and Art 1992 — 1996
Bachelor of Fine Arts, Graphics Design
Franklyn Healthcom October 2014 - Present
Aspen Marketing Services - a division of Epsilon June 2013 - July 2014
Consultant Art Director August 2012 - May 2013
Reader's Digest June 1996 - August 2012
Lehman Brothers Inc August 1999 - April 2000
Philip Morris Inc March 1996 - August 1996
Scholastic Publication Inc June 1994 - August 1994
Skills
Website Design, Mobile App Design, Information Architecture, Online Advertising, Promotions, Creativity, Wordpress, Web Design, Mobile Applications, Creative Direction, Advertising, Creative..., Online Promotion, Email..., Online Sweepstakes..., Digital Branding, Visual Guidelines, User Experience (UX)..., On-site Production..., Computer and..., Joomla, User Interface Design..., Ad banners, Email Marketing, HTML emails, Graphic Design, WordPress, Flash, Digital Media, User Interface Design, Online Marketing, InDesign
Education
The Cooper Union for the Advancement of Science and Art 1992 — 1996
Bachelor of Fine Arts, Graphics Design
Guy Haselmann, CAIA's Lehman Brothers Inc. Experience September 1986 - November 1990
Job Director at Scotiabank USA
Industry Investment Management
Experience
Scotiabank USA April 2010 - Present
NJ State Investment Council September 2010 - Present
Money Marketeers of New York University October 2014 - Present
Markets Group - Center for Institutional Investor Education October 2014 - Present
Gregoire Capital January 2008 - March 2010
Barclays Capital June 2004 - July 2007
Capra Asset Management February 1995 - June 2004
Moore Capital Management November 1990 - February 1995
Lehman Brothers, Inc September 1986 - November 1990
Skills
Hedge Funds, Portfolio Management, Quantitative Finance, Fixed Income, Capital Markets, Asset Managment, Trading, Investments, Risk Management, Options, Commodity, Financial Risk, Due Diligence, Securities, Strategy, Credit, Investment Management, Trading Strategies, Financial Markets, Asset Allocation, Finance, Asset Management, Derivatives
Education
The University of Chicago - Booth School of Business 1989 — 1991
MBA, Specialization in Finance, Concentration in Statistics
University of Delaware - Lerner College of Business and Economics 1982 — 1986
BS, Business Administration
Summit High School, Summit, NJ 1979 — 1982
Scotiabank USA April 2010 - Present
NJ State Investment Council September 2010 - Present
Money Marketeers of New York University October 2014 - Present
Markets Group - Center for Institutional Investor Education October 2014 - Present
Gregoire Capital January 2008 - March 2010
Barclays Capital June 2004 - July 2007
Capra Asset Management February 1995 - June 2004
Moore Capital Management November 1990 - February 1995
Lehman Brothers, Inc September 1986 - November 1990
Skills
Hedge Funds, Portfolio Management, Quantitative Finance, Fixed Income, Capital Markets, Asset Managment, Trading, Investments, Risk Management, Options, Commodity, Financial Risk, Due Diligence, Securities, Strategy, Credit, Investment Management, Trading Strategies, Financial Markets, Asset Allocation, Finance, Asset Management, Derivatives
Education
The University of Chicago - Booth School of Business 1989 — 1991
MBA, Specialization in Finance, Concentration in Statistics
University of Delaware - Lerner College of Business and Economics 1982 — 1986
BS, Business Administration
Summit High School, Summit, NJ 1979 — 1982
Tina Mark's Lehman Brothers Inc. Experience March 2003 - July 2004
Job Financial Analyst at CIT Group, Inc
Industry Financial Services
Experience
CIT Group, Inc January 2006 - October 2007
DPM Mellon July 2004 - August 2005
Lehman Brothers, Inc March 2003 - July 2004
Education
Rutgers University-New Brunswick 1998 — 2002
B.S., Finance
CIT Group, Inc January 2006 - October 2007
DPM Mellon July 2004 - August 2005
Lehman Brothers, Inc March 2003 - July 2004
Education
Rutgers University-New Brunswick 1998 — 2002
B.S., Finance
Larry Maitlin's Lehman Brothers Inc. Experience November 1996 - January 1999
Job National Sales Manager Correspondent and Warehouse Lending
Industry Banking
Experience
Banc of California July 2013 - Present
The Impac Companies October 2011 - July 2013
First Guaranty Mortgage Corp October 2008 - June 2011
RoundPoint Financial Group January 2008 - September 2008
Credit-Based Asset Servicing and Securtization LLC January 1999 - November 2007
Lehman Brothers, Inc. November 1996 - January 1999
Skills
Mortgage Lending, Mortgage Banking, Loans, FHA, Refinance, USDA, Banking, Finance, Real Estate, Funding, Management, Credit
Education
Fordham Gabelli School of Business 1990 — 1993
MBA, Finance
Lehigh University - College of Business and Economics 1984 — 1988
BS, Finance and Marketing
Livingston (NJ) High School 1982 — 1984
Banc of California July 2013 - Present
The Impac Companies October 2011 - July 2013
First Guaranty Mortgage Corp October 2008 - June 2011
RoundPoint Financial Group January 2008 - September 2008
Credit-Based Asset Servicing and Securtization LLC January 1999 - November 2007
Lehman Brothers, Inc. November 1996 - January 1999
Skills
Mortgage Lending, Mortgage Banking, Loans, FHA, Refinance, USDA, Banking, Finance, Real Estate, Funding, Management, Credit
Education
Fordham Gabelli School of Business 1990 — 1993
MBA, Finance
Lehigh University - College of Business and Economics 1984 — 1988
BS, Finance and Marketing
Livingston (NJ) High School 1982 — 1984
Andor (Andy) Laszlo's Lehman Brothers Inc. Experience August 1997 - April 2004
Job Managing Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey January 2014 - Present
Rita's Italian Ice August 2013 - Present
RLJ Entertainment October 2012 - Present
Falconhead Capital April 2010 - Present
Graidan Ventures LLC November 2007 - Present
Lazard Capital Markets May 2010 - December 2013
Escort Radar July 2012 - October 2013
Banc of America Securities, LLC July 2005 - November 2007
EagleRock Capital Management, LLC April 2004 - July 2005
Lehman Brothers, Inc. August 1997 - April 2004
Skills
Private Equity, Venture Capital, Investment Banking, Corporate Development, Mergers, Corporate Finance, Financial Modeling, Hedge Funds, Investments, Capital Markets, Valuation, Equities, Due Diligence, Alternative Investments, Private Placements, Marketing Strategy, Securities Regulation, Product Development, Equity Capital Markets, Project Management
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance, Multinational Management
University of Notre Dame Law School 1988 — 1991
JD
Duke University 1984 — 1988
BS
SunTrust Robinson Humphrey January 2014 - Present
Rita's Italian Ice August 2013 - Present
RLJ Entertainment October 2012 - Present
Falconhead Capital April 2010 - Present
Graidan Ventures LLC November 2007 - Present
Lazard Capital Markets May 2010 - December 2013
Escort Radar July 2012 - October 2013
Banc of America Securities, LLC July 2005 - November 2007
EagleRock Capital Management, LLC April 2004 - July 2005
Lehman Brothers, Inc. August 1997 - April 2004
Skills
Private Equity, Venture Capital, Investment Banking, Corporate Development, Mergers, Corporate Finance, Financial Modeling, Hedge Funds, Investments, Capital Markets, Valuation, Equities, Due Diligence, Alternative Investments, Private Placements, Marketing Strategy, Securities Regulation, Product Development, Equity Capital Markets, Project Management
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance, Multinational Management
University of Notre Dame Law School 1988 — 1991
JD
Duke University 1984 — 1988
BS
Dennis Kennedy's Lehman Brothers Inc. Experience July 1993 - August 1997
Job Associate Director Operations at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank January 2011 - Present
Cumberland Packing May 2009 - January 2011
UBS Investment Bank August 1997 - November 2008
Lehman Brothers Inc July 1993 - August 1997
Daiwa Securities July 1991 - July 1993
Skills
MBS, Bloomberg, Capital Markets, Securities, Fixed Income, Account Reconciliation, Investment Banking, Inventory Management, Agency MBS, Nostro Reconciliation, ERP Software, Cost Management, System Testing, General Ledger, Settlement
Education
Saint Bonaventure University 1987 — 1991
Bachelor of Business Administration (BBA), Finance, General
UBS Investment Bank January 2011 - Present
Cumberland Packing May 2009 - January 2011
UBS Investment Bank August 1997 - November 2008
Lehman Brothers Inc July 1993 - August 1997
Daiwa Securities July 1991 - July 1993
Skills
MBS, Bloomberg, Capital Markets, Securities, Fixed Income, Account Reconciliation, Investment Banking, Inventory Management, Agency MBS, Nostro Reconciliation, ERP Software, Cost Management, System Testing, General Ledger, Settlement
Education
Saint Bonaventure University 1987 — 1991
Bachelor of Business Administration (BBA), Finance, General
Benjamin Hosek's Lehman Brothers Inc. Experience November 2005 - September 2008
Job Program Manager at Bank of America
Industry Financial Services
Experience
Bank of America June 2013 - Present
RBC July 2012 - June 2013
NOMURA SECURITIES CORPORATION October 2008 - December 2011
LEHMAN BROTHERS INC November 2005 - September 2008
TRADEPORTAL SECURITIES, INC March 2002 - August 2003
IBM CORPORATION June 1997 - April 1999
BEAR STEARNS AND CO January 1992 - November 1994
Skills
PMP, Certified Project..., Finance, Project Initiation, PMO, Change Management, Back Office, Governance, Front Office, Brokerage, Project Management, Project Planning, IT Strategy, Strategy, Fixed Income, Derivatives
Education
Emory Goizueta Business School 1996 — 1997
MBA, Finance and Information Technology
The University of Georgia 1987 — 1991
BBA, International Business, 3.5
Bank of America June 2013 - Present
RBC July 2012 - June 2013
NOMURA SECURITIES CORPORATION October 2008 - December 2011
LEHMAN BROTHERS INC November 2005 - September 2008
TRADEPORTAL SECURITIES, INC March 2002 - August 2003
IBM CORPORATION June 1997 - April 1999
BEAR STEARNS AND CO January 1992 - November 1994
Skills
PMP, Certified Project..., Finance, Project Initiation, PMO, Change Management, Back Office, Governance, Front Office, Brokerage, Project Management, Project Planning, IT Strategy, Strategy, Fixed Income, Derivatives
Education
Emory Goizueta Business School 1996 — 1997
MBA, Finance and Information Technology
The University of Georgia 1987 — 1991
BBA, International Business, 3.5
Brian Price's Lehman Brothers Inc. Experience November 2003 - May 2006
Job Vice President J.P. Morgan
Industry Investment Banking
Experience
JPMorgan Chase June 2015 - Present
JPMorgan Chase April 2014 - Present
JPMorgan Chase September 2011 - April 2014
JPMorgan Chase January 2010 - September 2011
JPMorgan Chase July 2007 - January 2010
JPMorgan Chase May 2006 - July 2007
Lehman Brothers Inc November 2003 - May 2006
Well Fargo Financial June 2003 - October 2003
Skills
Fixed Income, Bloomberg, Securities, Middle Office, Management, FINRA, Treasury, Bonds, Electronic Trading, Trading Systems, Risk Management, Capital Markets, Investment Banking, Settlement, Swaps, Derivatives, Financial Risk, Financial Analysis, Back Office, Equities, Financial Services, Trading, Securitization, Portfolio Management, Finance, MBS, Rates, ABS
Education
University at Albany, SUNY 1999 — 2003
Bachelor of Science, Major- Finance Minor- Economics
JPMorgan Chase June 2015 - Present
JPMorgan Chase April 2014 - Present
JPMorgan Chase September 2011 - April 2014
JPMorgan Chase January 2010 - September 2011
JPMorgan Chase July 2007 - January 2010
JPMorgan Chase May 2006 - July 2007
Lehman Brothers Inc November 2003 - May 2006
Well Fargo Financial June 2003 - October 2003
Skills
Fixed Income, Bloomberg, Securities, Middle Office, Management, FINRA, Treasury, Bonds, Electronic Trading, Trading Systems, Risk Management, Capital Markets, Investment Banking, Settlement, Swaps, Derivatives, Financial Risk, Financial Analysis, Back Office, Equities, Financial Services, Trading, Securitization, Portfolio Management, Finance, MBS, Rates, ABS
Education
University at Albany, SUNY 1999 — 2003
Bachelor of Science, Major- Finance Minor- Economics
Donna Schiano's Lehman Brothers Inc. Experience August 1987 - December 1994
Job Administrative Support Team at Macy's
Industry Retail
Experience
Dickey's Barbecue Pit San Ramon CA February 2012 - November 2014
Advisor Partners, LLC September 2010 - February 2012
Advisor Partners, LLC September 2010 - December 2010
Kaiser Permanente 2008 - 2008
Charles Schwab February 2005 - December 2007
Lend Lease Rosen Real Estate Securities January 2001 - February 2004
Bank of America January 1996 - December 2000
Lehman Brothers, Inc August 1987 - December 1994
Man International Futures, Inc. October 1984 - August 1987
Hunt Energy, Inc. August 1982 - August 1984
Skills
Cost Basis, Trading, Accounting, FX, Asset Management, Operations Management, Hedge Fund Product..., Compliance, Risk Management, Investments, Risk, Portfolio Management, Internal Audit, SOX, Risk Mitigation, Equities, SEC reporting, Internal Controls, Risk Assessment, Financial Management, Mutual Funds, Capital Markets, Derivatives, Process Improvement, Corporate Governance, Process Engineering, Mergers, Vendor Management, Financial Accounting, Change Management, FX Options, Financial Risk, Mergers & Acquisitions, Sarbanes-Oxley Act, BBQ, Financial Services, Management, Options, Start-ups
Education
Texas A&M University 1976 — 1981
BBA
Dickey's Barbecue Pit San Ramon CA February 2012 - November 2014
Advisor Partners, LLC September 2010 - February 2012
Advisor Partners, LLC September 2010 - December 2010
Kaiser Permanente 2008 - 2008
Charles Schwab February 2005 - December 2007
Lend Lease Rosen Real Estate Securities January 2001 - February 2004
Bank of America January 1996 - December 2000
Lehman Brothers, Inc August 1987 - December 1994
Man International Futures, Inc. October 1984 - August 1987
Hunt Energy, Inc. August 1982 - August 1984
Skills
Cost Basis, Trading, Accounting, FX, Asset Management, Operations Management, Hedge Fund Product..., Compliance, Risk Management, Investments, Risk, Portfolio Management, Internal Audit, SOX, Risk Mitigation, Equities, SEC reporting, Internal Controls, Risk Assessment, Financial Management, Mutual Funds, Capital Markets, Derivatives, Process Improvement, Corporate Governance, Process Engineering, Mergers, Vendor Management, Financial Accounting, Change Management, FX Options, Financial Risk, Mergers & Acquisitions, Sarbanes-Oxley Act, BBQ, Financial Services, Management, Options, Start-ups
Education
Texas A&M University 1976 — 1981
BBA
Greg Boozer's Lehman Brothers Inc. Experience February 1994 - May 1995
Job at
Industry Investment Banking
Experience
Morgan Stanley July 2014 - Present
Bank of America Merrill Lynch August 2004 - July 2014
ABN AMRO May 2001 - August 2004
ING Barings February 1996 - May 2001
S.G. Warburg & Co. Inc. May 1995 - February 1996
Lehman Brothers Inc. February 1994 - May 1995
Skills
Emerging Markets, Change Management, Investment Banking, Program Management, Fixed Income, Derivatives, Equity Derivatives, Equities, Securities, Middle Office, PMO, Prime Brokerage, Business Process..., Capital Markets
Education
Susquehanna University 1989 — 1993
BS, Busines Adminstration, Finance
Morgan Stanley July 2014 - Present
Bank of America Merrill Lynch August 2004 - July 2014
ABN AMRO May 2001 - August 2004
ING Barings February 1996 - May 2001
S.G. Warburg & Co. Inc. May 1995 - February 1996
Lehman Brothers Inc. February 1994 - May 1995
Skills
Emerging Markets, Change Management, Investment Banking, Program Management, Fixed Income, Derivatives, Equity Derivatives, Equities, Securities, Middle Office, PMO, Prime Brokerage, Business Process..., Capital Markets
Education
Susquehanna University 1989 — 1993
BS, Busines Adminstration, Finance
Cale Dancho's Lehman Brothers Inc. Experience January 2004 - April 2008
Job Senior Technical Project Manager at Pearson
Industry E-Learning
Experience
Pearson North America September 2012 - Present
Pearson North America July 2011 - October 2012
Pearson North America June 2008 - July 2011
Lehman Brothers Inc January 2004 - April 2008
Lehman Brothers January 2004 - June 2005
Wells Fargo Home Mortgage June 2002 - January 2004
Intelligo, Inc. June 2001 - December 2001
Verado Holdings Inc September 2000 - June 2001
EchoStar Corporation September 2000 - June 2001
Contemporary Services Corporation - CSC 1997 - 2001
Skills
Agile Project Management, Agile Methodologies, Scrum, Software Project..., Requirements Analysis, SDLC, Business Analysis, Process Improvement, Product Management, Program Management, Project Planning, SaaS, User Acceptance Testing, Software Quality..., Testing, Leadership, Requirements Gathering, Project Finance, Team Building, Team Leadership, Release Management, Project Management, Training, Quality Assurance, Disaster Recovery, Software Documentation, Waterfall, Visio, PMP, Management, Integration, Web Applications, SharePoint, Vendor Management
Education
University of Pittsburgh 1992 — 1997
Pearson North America September 2012 - Present
Pearson North America July 2011 - October 2012
Pearson North America June 2008 - July 2011
Lehman Brothers Inc January 2004 - April 2008
Lehman Brothers January 2004 - June 2005
Wells Fargo Home Mortgage June 2002 - January 2004
Intelligo, Inc. June 2001 - December 2001
Verado Holdings Inc September 2000 - June 2001
EchoStar Corporation September 2000 - June 2001
Contemporary Services Corporation - CSC 1997 - 2001
Skills
Agile Project Management, Agile Methodologies, Scrum, Software Project..., Requirements Analysis, SDLC, Business Analysis, Process Improvement, Product Management, Program Management, Project Planning, SaaS, User Acceptance Testing, Software Quality..., Testing, Leadership, Requirements Gathering, Project Finance, Team Building, Team Leadership, Release Management, Project Management, Training, Quality Assurance, Disaster Recovery, Software Documentation, Waterfall, Visio, PMP, Management, Integration, Web Applications, SharePoint, Vendor Management
Education
University of Pittsburgh 1992 — 1997
Gabriela Stanescu's Lehman Brothers Inc. Experience April 2001 - March 2006
Job Event Planner at Bloomberg LP
Industry Events Services
Experience
Bloomberg LP September 2012 - Present
Sentry Centers September 2011 - January 2012
NMS Management, Inc September 2006 - August 2011
Lehman Brothers Inc. April 2001 - March 2006
Skills
Event Management, Meeting Planning, CRM, Email Marketing, Event Planning, Management, Social Media, Social Media Marketing
Education
Pace University
Bachelor's Degree, Political Science/Marketing
Bloomberg LP September 2012 - Present
Sentry Centers September 2011 - January 2012
NMS Management, Inc September 2006 - August 2011
Lehman Brothers Inc. April 2001 - March 2006
Skills
Event Management, Meeting Planning, CRM, Email Marketing, Event Planning, Management, Social Media, Social Media Marketing
Education
Pace University
Bachelor's Degree, Political Science/Marketing
Christian Nicosia's Lehman Brothers Inc. Experience 2004 - 2008
Job Vice President at Barclays Capital
Industry Financial Services
Experience
Barclays Capital September 2008 - Present
Lehman Brothers Inc. 2004 - 2008
Skills
Equities, Investment Banking, Derivatives, Fixed Income, Capital Markets
Education
Stockton University 1997 — 2002
BA, Marketing / Business Studies
Barclays Capital September 2008 - Present
Lehman Brothers Inc. 2004 - 2008
Skills
Equities, Investment Banking, Derivatives, Fixed Income, Capital Markets
Education
Stockton University 1997 — 2002
BA, Marketing / Business Studies
Ellen Kiernan's Lehman Brothers Inc. Experience 2002 - 2008
Job Director at Barclays Capital
Industry Banking
Experience
Barclays Capital October 2008 - Present
Lehman Brothers Inc. 2002 - 2008
Education
The Catholic University of America 1986 — 1990
Barclays Capital October 2008 - Present
Lehman Brothers Inc. 2002 - 2008
Education
The Catholic University of America 1986 — 1990
Tim Cox's Lehman Brothers Inc. Experience 1981 - 1990
Job Exec Director at Mizuho Securities
Industry Financial Services
Experience
Mizuho Corporate Bank February 2008 - Present
Mizuho Securities USA Inc. 2008 - Present
RBC June 2005 - September 2007
ABN AMRO Bank N.V. 2001 - 2004
Prudential Financial 1995 - 2000
Lehman Brothers Inc 1981 - 1990
Skills
Capital Markets, Equities, Hedge Funds, Investment Banking, Bloomberg, Fixed Income, Securities, Bonds, Structured Products, Asset Management, Derivatives, Financial Modeling, Alternative Investments, Financial Markets, Investments
Education
Stony Brook University
Bachelor's Degree, Economics
Mizuho Corporate Bank February 2008 - Present
Mizuho Securities USA Inc. 2008 - Present
RBC June 2005 - September 2007
ABN AMRO Bank N.V. 2001 - 2004
Prudential Financial 1995 - 2000
Lehman Brothers Inc 1981 - 1990
Skills
Capital Markets, Equities, Hedge Funds, Investment Banking, Bloomberg, Fixed Income, Securities, Bonds, Structured Products, Asset Management, Derivatives, Financial Modeling, Alternative Investments, Financial Markets, Investments
Education
Stony Brook University
Bachelor's Degree, Economics
Leslie Andes's Lehman Brothers Inc. Experience March 1999 - February 2001
Job Director, Human Resources
Industry Financial Services
Experience
UBS Wealth Management January 2007 - Present
TD Securities February 2001 - January 2007
Lehman Brothers, Inc March 1999 - February 2001
Seligman Data Corp January 1995 - January 1999
St Martin's Press January 1994 - January 1995
Skills
Succession Planning, Deferred Compensation, HRIS, Talent Management, Employee Relations, Performance Management, Talent Acquisition, Human Resources, Employee Engagement, PeopleSoft, Recruiting, Change Management, Applicant Tracking..., Organizational..., Payroll, Employee Benefits, New Hire Orientations
Education
Pace University 1987 — 1992
B.S, Business Administration
San Beda College 1979 — 1984
UBS Wealth Management January 2007 - Present
TD Securities February 2001 - January 2007
Lehman Brothers, Inc March 1999 - February 2001
Seligman Data Corp January 1995 - January 1999
St Martin's Press January 1994 - January 1995
Skills
Succession Planning, Deferred Compensation, HRIS, Talent Management, Employee Relations, Performance Management, Talent Acquisition, Human Resources, Employee Engagement, PeopleSoft, Recruiting, Change Management, Applicant Tracking..., Organizational..., Payroll, Employee Benefits, New Hire Orientations
Education
Pace University 1987 — 1992
B.S, Business Administration
San Beda College 1979 — 1984
Suzanne Gunther's Lehman Brothers Inc. Experience June 2006 - September 2008
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi January 2015 - Present
BNY Mellon September 2013 - January 2015
Wealth and Investment Management at Barclays June 2012 - August 2013
Barclays Capital November 2010 - May 2012
Neuberger Berman January 2009 - November 2010
Barclays Capital (formerly Lehman Brothers Inc.) September 2008 - October 2008
Lehman Brothers Inc. June 2006 - September 2008
PricewaterhouseCoopers January 1999 - June 2006
Deloitte & Touche May 1997 - January 1999
Education
Southwestern Law School 1993 — 1996
JD
Pepperdine University, The George L. Graziadio School of Business and Management 1992 — 1993
MBA, Finance
New York University - Leonard N. Stern School of Business 1988 — 1990
BS, Marketing, International Business
Vanderbilt University 1985 — 1988
The Masters School
Citi January 2015 - Present
BNY Mellon September 2013 - January 2015
Wealth and Investment Management at Barclays June 2012 - August 2013
Barclays Capital November 2010 - May 2012
Neuberger Berman January 2009 - November 2010
Barclays Capital (formerly Lehman Brothers Inc.) September 2008 - October 2008
Lehman Brothers Inc. June 2006 - September 2008
PricewaterhouseCoopers January 1999 - June 2006
Deloitte & Touche May 1997 - January 1999
Education
Southwestern Law School 1993 — 1996
JD
Pepperdine University, The George L. Graziadio School of Business and Management 1992 — 1993
MBA, Finance
New York University - Leonard N. Stern School of Business 1988 — 1990
BS, Marketing, International Business
Vanderbilt University 1985 — 1988
The Masters School
Emily (Madden) Critchett's Lehman Brothers Inc. Experience July 2002 - September 2008
Job Director, Head of Network Management, Americas at Standard Chartered Bank
Industry Financial Services
Experience
Standard Chartered Bank June 2011 - Present
Lehman Brothers March 2009 - June 2011
Barclays Capital September 2008 - February 2009
Lehman Brothers Inc. July 2002 - September 2008
Standard Chartered Bank August 1998 - July 2002
Education
State University of New York College at Oswego
BA
Standard Chartered Bank June 2011 - Present
Lehman Brothers March 2009 - June 2011
Barclays Capital September 2008 - February 2009
Lehman Brothers Inc. July 2002 - September 2008
Standard Chartered Bank August 1998 - July 2002
Education
State University of New York College at Oswego
BA
Donna DiDomenico's Lehman Brothers Inc. Experience June 2006 - August 2006
Job Assistant Vice President at HSBC Securities
Industry Financial Services
Experience
HSBC Global Banking and Markets February 2013 - Present
HSBC Global Banking and Markets January 2013 - February 2014
HSBC Global Banking and Markets February 2010 - January 2012
BlackRock June 2008 - March 2009
Bear, Stearns & Co. Inc. July 2007 - June 2008
Lehman Brothers Inc. June 2006 - August 2006
Lehman Brothers May 2005 - August 2005
Skills
Equities, Portfolio Management, Fixed Income, Hedge Funds, Financial Modeling, Capital Markets, Securities, Bloomberg, Series 7, Derivatives, Corporate Governance, Business Analysis..., Non-profit Program..., Corporate Social..., Marketing Strategy, Operations Management, Management, Financial Analysis, Business Development, Investment Advisory, Impact Investing, Bank Relationship..., Remediation, Change Management, B2B Marketing, Credit Risk, Financial Reporting, Strategic Planning, FX Hedging, Interest Rates, CRM, Investment Banking
Education
S.I. Newhouse School of Public Communications at Syracuse University 2003 — 2007
Photojournalism
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
Marketing
Syracuse University - Maxwell School 2003 — 2007
Near and Middle Eastern Studies
Syracuse University 2003 — 2007
Bachelors of Science with Honors, Photojournalism, Marketing, Middle Eastern Studies, Magna Cum Laude
University of Pittsburgh 2006 — 2006
Semester at Sea
Dana Hall School 1999 — 2003
Secondary School
HSBC Global Banking and Markets February 2013 - Present
HSBC Global Banking and Markets January 2013 - February 2014
HSBC Global Banking and Markets February 2010 - January 2012
BlackRock June 2008 - March 2009
Bear, Stearns & Co. Inc. July 2007 - June 2008
Lehman Brothers Inc. June 2006 - August 2006
Lehman Brothers May 2005 - August 2005
Skills
Equities, Portfolio Management, Fixed Income, Hedge Funds, Financial Modeling, Capital Markets, Securities, Bloomberg, Series 7, Derivatives, Corporate Governance, Business Analysis..., Non-profit Program..., Corporate Social..., Marketing Strategy, Operations Management, Management, Financial Analysis, Business Development, Investment Advisory, Impact Investing, Bank Relationship..., Remediation, Change Management, B2B Marketing, Credit Risk, Financial Reporting, Strategic Planning, FX Hedging, Interest Rates, CRM, Investment Banking
Education
S.I. Newhouse School of Public Communications at Syracuse University 2003 — 2007
Photojournalism
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
Marketing
Syracuse University - Maxwell School 2003 — 2007
Near and Middle Eastern Studies
Syracuse University 2003 — 2007
Bachelors of Science with Honors, Photojournalism, Marketing, Middle Eastern Studies, Magna Cum Laude
University of Pittsburgh 2006 — 2006
Semester at Sea
Dana Hall School 1999 — 2003
Secondary School
Ja Lee's Lehman Brothers Inc. Experience 2001 - 2008
Job HR Immigration
Industry Financial Services
Experience
Lehman Brothers Holdings Inc. April 2001 - Present
Lehman Brothers Holdings 2001 - Present
Lehman Brothers Inc. 2001 - 2008
Skills
Immigration Law, Human Resources, Adjustment Of Status, Visas, Vendor Management
Education
University at Albany, SUNY 1987 — 1991
BA, English
Lehman Brothers Holdings Inc. April 2001 - Present
Lehman Brothers Holdings 2001 - Present
Lehman Brothers Inc. 2001 - 2008
Skills
Immigration Law, Human Resources, Adjustment Of Status, Visas, Vendor Management
Education
University at Albany, SUNY 1987 — 1991
BA, English
John Magrini's Lehman Brothers Inc. Experience 2006 - 2008
Job Vice President at J.P. Morgan Private Bank
Industry Information Technology and Services
Experience
J.P. Morgan Private Bank May 2013 - Present
Barclays Wealth November 2008 - May 2013
Lehman Brothers Inc. 2006 - 2008
Skills
Fixed Income, Sybase, Trading Systems, Wealth Management, Series 7, Hedge Funds, Equities, SDLC, Asset Managment, Axys, Reference Data, PMO, Requirements Analysis, Risk Management, Advent, Derivatives, Asset Management, Business Analysis, Portfolio Management, Electronic Trading, Project Portfolio..., Bloomberg, Agile Methodologies, Capital Markets, Software Project...
Education
Stony Brook University 2002 — 2006
Bachelor of Science (BS), Computer Science
J.P. Morgan Private Bank May 2013 - Present
Barclays Wealth November 2008 - May 2013
Lehman Brothers Inc. 2006 - 2008
Skills
Fixed Income, Sybase, Trading Systems, Wealth Management, Series 7, Hedge Funds, Equities, SDLC, Asset Managment, Axys, Reference Data, PMO, Requirements Analysis, Risk Management, Advent, Derivatives, Asset Management, Business Analysis, Portfolio Management, Electronic Trading, Project Portfolio..., Bloomberg, Agile Methodologies, Capital Markets, Software Project...
Education
Stony Brook University 2002 — 2006
Bachelor of Science (BS), Computer Science
Donald Klein's Lehman Brothers Inc. Experience 1978 - 2002
Job Director, Retail Derivatives at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial July 2007 - February 2009
MEB Options, Inc. 2002 - 2005
Lehman Brothers, Inc. 1978 - 2002
Skills
Trading Systems, Electronic Trading
Education
Lake Forest College 1970 — 1972
BA
E*TRADE Financial July 2007 - February 2009
MEB Options, Inc. 2002 - 2005
Lehman Brothers, Inc. 1978 - 2002
Skills
Trading Systems, Electronic Trading
Education
Lake Forest College 1970 — 1972
BA
Robert J. Hoy's Lehman Brothers Inc. Experience January 1994 - October 2008
Job Managing Director Private Wealth Management at UBS Financial Services, Inc.
Industry Investment Management
Experience
UBS Financial Services, Inc. October 2008 - Present
Lehman Brothers, Inc. January 1994 - October 2008
Dougherty Capitman & Company January 1992 - January 1994
International Advisors, S.A. (Spain) May 1991 - November 1991
Education
Boston College 1987 — 1991
BA, Economics & Religious Studies
Georgetown University 1990 — 1990
Spanish, Quito, Ecuador - Study abroad School of Languages and Linguistics
Portsmouth Abbey School 1984 — 1987
High School
Greenwich Country Day School 1973 — 1984
UBS Financial Services, Inc. October 2008 - Present
Lehman Brothers, Inc. January 1994 - October 2008
Dougherty Capitman & Company January 1992 - January 1994
International Advisors, S.A. (Spain) May 1991 - November 1991
Education
Boston College 1987 — 1991
BA, Economics & Religious Studies
Georgetown University 1990 — 1990
Spanish, Quito, Ecuador - Study abroad School of Languages and Linguistics
Portsmouth Abbey School 1984 — 1987
High School
Greenwich Country Day School 1973 — 1984
Joseph Nenichka's Lehman Brothers Inc. Experience April 1986 - August 1994
Job Director Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2005 - Present
KPMG January 2004 - September 2005
Wachovia Corporation August 1994 - December 2003
Lehman Brothers Inc April 1986 - August 1994
Skills
Fixed Income, Operational Risk..., Series 7, Capital Markets, Banking, Equities, Securities, Operational Risk, Series 27, Back Office, Investment Banking, FINRA, Derivatives, Prime Brokerage, Middle Office, Hedge Funds, Financial Services, FX Options, Alternative Investments, Bloomberg, Wealth Management, Credit Derivatives, Asset Management, Bonds, Options, Series 63
Education
Seton Hall University 1980 — 1982
B.S. in B.A., Accounting
Bank of America Merrill Lynch October 2005 - Present
KPMG January 2004 - September 2005
Wachovia Corporation August 1994 - December 2003
Lehman Brothers Inc April 1986 - August 1994
Skills
Fixed Income, Operational Risk..., Series 7, Capital Markets, Banking, Equities, Securities, Operational Risk, Series 27, Back Office, Investment Banking, FINRA, Derivatives, Prime Brokerage, Middle Office, Hedge Funds, Financial Services, FX Options, Alternative Investments, Bloomberg, Wealth Management, Credit Derivatives, Asset Management, Bonds, Options, Series 63
Education
Seton Hall University 1980 — 1982
B.S. in B.A., Accounting
Kevin S. Daney, CFA's Lehman Brothers Inc. Experience January 1992 - January 1995
Job CEO at Bluewave Investments
Industry Investment Management
Experience
Bluewave Investments June 2009 - Present
Mizuho Corporate Bank August 2007 - March 2009
JPMorgan Chase January 1997 - August 2007
Nippon Credit Hedge Fund January 1995 - January 1997
Lehman Brothers, Inc. January 1992 - January 1995
BNY Mellon 1990 - 1992
Chemical Bank 1985 - 1990
Skills
Bloomberg, Derivatives, Equities, Fixed Income, Hedge Funds, Investments, Options, Portfolio Management, Proprietary Trading, Trading, Capital Markets, Bonds, Emerging Markets, Risk Management, Securities
Education
University of Chicago - Graduate School of Business 1982 — 1984
MBA, Finance/International Business
University of Pennsylvania - The Wharton School 1979 — 1981
BS in Economics, International Finance
Dartmouth College 1977 — 1978
Transferred to Wharton School 1978, Mathematics
Bluewave Investments June 2009 - Present
Mizuho Corporate Bank August 2007 - March 2009
JPMorgan Chase January 1997 - August 2007
Nippon Credit Hedge Fund January 1995 - January 1997
Lehman Brothers, Inc. January 1992 - January 1995
BNY Mellon 1990 - 1992
Chemical Bank 1985 - 1990
Skills
Bloomberg, Derivatives, Equities, Fixed Income, Hedge Funds, Investments, Options, Portfolio Management, Proprietary Trading, Trading, Capital Markets, Bonds, Emerging Markets, Risk Management, Securities
Education
University of Chicago - Graduate School of Business 1982 — 1984
MBA, Finance/International Business
University of Pennsylvania - The Wharton School 1979 — 1981
BS in Economics, International Finance
Dartmouth College 1977 — 1978
Transferred to Wharton School 1978, Mathematics
Gerard Monteleone's Lehman Brothers Inc. Experience February 1992 - April 2000
Job President/ Owner Lehigh Valley Insulation, Inc.
Industry Construction
Experience
Lehigh Valley Insulation, Inc. February 2015 - Present
UNX Institutional June 2013 - February 2015
Direct Access Partners LLC April 2000 - June 2013
Brean Murray and Co. April 2000 - April 2002
Lehman Brothers Inc. February 1992 - April 2000
Skills
Series 63, Equity Trading, Series 7, Electronic Trading, Hedge Funds, Portfolio Management, Securities, Capital Markets, Trading, Equities, Asset Management, Investments, Fixed Income, Customer Service, Options, Alternative Investments, Wealth Management, Risk Management, Financial Markets, Microsoft Office, FINRA, Trading Systems, Series 24, Bloomberg, Mutual Funds, Prime Brokerage, Equity Derivatives, Derivatives, Equity Research, Trading Strategies, Traders, Technology, Bonds
Education
St. John's University 1980 — 1984
BA, English/ Business
Lehigh Valley Insulation, Inc. February 2015 - Present
UNX Institutional June 2013 - February 2015
Direct Access Partners LLC April 2000 - June 2013
Brean Murray and Co. April 2000 - April 2002
Lehman Brothers Inc. February 1992 - April 2000
Skills
Series 63, Equity Trading, Series 7, Electronic Trading, Hedge Funds, Portfolio Management, Securities, Capital Markets, Trading, Equities, Asset Management, Investments, Fixed Income, Customer Service, Options, Alternative Investments, Wealth Management, Risk Management, Financial Markets, Microsoft Office, FINRA, Trading Systems, Series 24, Bloomberg, Mutual Funds, Prime Brokerage, Equity Derivatives, Derivatives, Equity Research, Trading Strategies, Traders, Technology, Bonds
Education
St. John's University 1980 — 1984
BA, English/ Business
Barbara Vaccaro's Lehman Brothers Inc. Experience 1979 - Present
Job Entertainment Professional
Industry Entertainment
Experience
Lehman Brothers Inc 1979 - Present
Lehman Brothers Inc 1979 - Present
Lehman Brothers Inc 2001 - December 2008
Lehman Brothers Inc 1979 - 2008
Education
Purdue University Calumet
MS, communications & education
Lehman Brothers Inc 1979 - Present
Lehman Brothers Inc 1979 - Present
Lehman Brothers Inc 2001 - December 2008
Lehman Brothers Inc 1979 - 2008
Education
Purdue University Calumet
MS, communications & education
Erica Ubiera's Lehman Brothers Inc. Experience June 2007 - September 2008
Job Manager at Coach
Industry Financial Services
Experience
Coach Treasury Operations Cash Management AssociateGoldman Sachs InternationalJanuary 2011 - December 2011
Goldman Sachs International September 2008 - December 2010
Lehman Brothers Inc June 2007 - September 2008
Lehman Brothers Inc July 2005 - June 2007
Skills
Bilingual, Microsoft Office, Report Generation, Risk Control, Relationship Development, Presentation Development, Cash Management, Process Flow, Basic Funding Projection
Education
State University of New York at New Paltz 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
State University of New York at New Paltz 2001 — 2005
Bachelor of Science, Business Management
Coach Treasury Operations Cash Management AssociateGoldman Sachs InternationalJanuary 2011 - December 2011
Goldman Sachs International September 2008 - December 2010
Lehman Brothers Inc June 2007 - September 2008
Lehman Brothers Inc July 2005 - June 2007
Skills
Bilingual, Microsoft Office, Report Generation, Risk Control, Relationship Development, Presentation Development, Cash Management, Process Flow, Basic Funding Projection
Education
State University of New York at New Paltz 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
State University of New York at New Paltz 2001 — 2005
Bachelor of Science, Business Management
Joseph A Manz's Lehman Brothers Inc. Experience March 1998 - March 1999
Job Client Services Professional Seeking Opportunity
Industry Financial Services
Experience
Kurt Wayne Inc January 2009 - May 2014
Thomson Reuters June 2008 - October 2008
M&M Aerospace Hardware Inc June 2007 - December 2007
Linen N Things December 2004 - May 2007
Cantor Fitzgerald May 2004 - July 2004
ABN AMRO Sec LLC February 2000 - March 2002
Lehman Brothers Inc March 1998 - March 1999
Lehman Brothers Inc August 1990 - March 1998
Skills
Management, Customer Relations, Sales, Customer Service, Finance, Retail, Customer Retention, Time Management, Microsoft Excel, Inventory Management, Hedge Funds
Education
Seton Hall University 1981 — 1985
BS, Management & Industrial Relations
Seton Hall University
Bachelor of Science (BS), Business Administration and Management, General
Kurt Wayne Inc January 2009 - May 2014
Thomson Reuters June 2008 - October 2008
M&M Aerospace Hardware Inc June 2007 - December 2007
Linen N Things December 2004 - May 2007
Cantor Fitzgerald May 2004 - July 2004
ABN AMRO Sec LLC February 2000 - March 2002
Lehman Brothers Inc March 1998 - March 1999
Lehman Brothers Inc August 1990 - March 1998
Skills
Management, Customer Relations, Sales, Customer Service, Finance, Retail, Customer Retention, Time Management, Microsoft Excel, Inventory Management, Hedge Funds
Education
Seton Hall University 1981 — 1985
BS, Management & Industrial Relations
Seton Hall University
Bachelor of Science (BS), Business Administration and Management, General
Robert Konstanty's Lehman Brothers Inc. Experience June 1998 - September 2008
Job Financial Services Professional
Industry Financial Services
Experience
barclays capital 2008 - Present
lehman brothers 1998 - Present
Markiv 2012 - 2013
Barclays Capital September 2008 - July 2009
Lehman Brothers Inc June 1998 - September 2008
Carr futures 1992 - 1998
Education
The University of Chicago 2002 — 2003
Northern Illinois University 1986 — 1991
Bachelor's, Finance
barclays capital 2008 - Present
lehman brothers 1998 - Present
Markiv 2012 - 2013
Barclays Capital September 2008 - July 2009
Lehman Brothers Inc June 1998 - September 2008
Carr futures 1992 - 1998
Education
The University of Chicago 2002 — 2003
Northern Illinois University 1986 — 1991
Bachelor's, Finance
Ken Grotell's Lehman Brothers Inc. Experience 1990 - 1995
Job President at Western Suffolk Counselors Association
Industry Education Management
Experience
Western Suffolk Counselors Association July 2013 - Present
EOC of Suffolk, Inc., Youth & Adolescent Services October 2005 - November 2014
Lehman Brothers 1990 - 1995
Lehman Brothers Inc. 1990 - 1995
Skills
Adolescents, Higher Education, Psychotherapy, Student Counseling, Program Development, Community Outreach, Teaching, Public Speaking, Admissions, Staff Development, Career Counseling, Small Group Counseling, Grants, Youth Development, Mental Health Counseling, Mental Health, Student Financial Aid, College Applications, Fundraising, Research, Leadership, Microsoft Office, Youth Engagement, Student Affairs, Program Management, Nonprofits
Education
The George Washington University
Western Suffolk Counselors Association July 2013 - Present
EOC of Suffolk, Inc., Youth & Adolescent Services October 2005 - November 2014
Lehman Brothers 1990 - 1995
Lehman Brothers Inc. 1990 - 1995
Skills
Adolescents, Higher Education, Psychotherapy, Student Counseling, Program Development, Community Outreach, Teaching, Public Speaking, Admissions, Staff Development, Career Counseling, Small Group Counseling, Grants, Youth Development, Mental Health Counseling, Mental Health, Student Financial Aid, College Applications, Fundraising, Research, Leadership, Microsoft Office, Youth Engagement, Student Affairs, Program Management, Nonprofits
Education
The George Washington University
Tom Lennartz's Lehman Brothers Inc. Experience November 1990 - July 1993
Job Sr. Vice PresidentInvestement OfficerPIM Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2009 - Present
Citigroup Global Markets July 1993 - March 2009
Lehman Brothers Inc. November 1990 - July 1993
Prudential Securities January 1987 - November 1990
Skills
Finance, Investments, Mutual Funds, Risk Management, Financial Analysis, Alternative Investments, ETFs, US Equities, Series 63, Asset Management, Financial Planning, Wealth Management, Strategic Planning, Portfolio Management, Team Building, Management, Customer Service
Education
University of Missouri-Columbia
Bachelor of Science (BSc), Finance and Banking
University of Missouri-Columbia
Wells Fargo Advisors March 2009 - Present
Citigroup Global Markets July 1993 - March 2009
Lehman Brothers Inc. November 1990 - July 1993
Prudential Securities January 1987 - November 1990
Skills
Finance, Investments, Mutual Funds, Risk Management, Financial Analysis, Alternative Investments, ETFs, US Equities, Series 63, Asset Management, Financial Planning, Wealth Management, Strategic Planning, Portfolio Management, Team Building, Management, Customer Service
Education
University of Missouri-Columbia
Bachelor of Science (BSc), Finance and Banking
University of Missouri-Columbia
Lawrence (Larry) Krohn's Lehman Brothers Inc. Experience 1986 - 1994
Job Professor of Practice, International Economics at the Fletcher School at Tufts University
Industry Higher Education
Experience
The Fletcher School at Tufts University August 2008 - Present
Paul Pannkuk Associates 2009 - December 2010
Standard Bank Group July 2008 - June 2009
Standard New York Securities November 2006 - June 2008
ING October 2000 - January 2003
Donaldson, Lufkin & Jenrette 1998 - 2000
UBS Securities LLC 1994 - 1998
UBS 1994 - 1998
Lehman Brothers Inc 1986 - 1994
Skills
Economics, Investments, Financial Markets, Capital Markets, Spanish, Macroeconomics, Latin America, Political Economy, Awesomeness, Emerging Markets, Strategy, International Economics, General Awesomeness
Education
Columbia University 1972 — 1978
Ph.D., Economics
University of Pennsylvania - The Wharton School 1964 — 1968
B.Sci., Economics
The Fletcher School at Tufts University August 2008 - Present
Paul Pannkuk Associates 2009 - December 2010
Standard Bank Group July 2008 - June 2009
Standard New York Securities November 2006 - June 2008
ING October 2000 - January 2003
Donaldson, Lufkin & Jenrette 1998 - 2000
UBS Securities LLC 1994 - 1998
UBS 1994 - 1998
Lehman Brothers Inc 1986 - 1994
Skills
Economics, Investments, Financial Markets, Capital Markets, Spanish, Macroeconomics, Latin America, Political Economy, Awesomeness, Emerging Markets, Strategy, International Economics, General Awesomeness
Education
Columbia University 1972 — 1978
Ph.D., Economics
University of Pennsylvania - The Wharton School 1964 — 1968
B.Sci., Economics
Jonathan Weibrecht's Lehman Brothers Inc. Experience July 2007 - September 2008
Job Associate, Investment Banking
Industry Investment Banking
Experience
Moelis & Company February 2015 - Present
Citigroup Inc. August 2013 - February 2015
Citigroup Inc. June 2012 - August 2012
Merrill Lynch & Co., Inc. September 2008 - June 2011
Lehman Brothers Inc. July 2007 - September 2008
Skills
Asset Management, Valuation, Capital Markets, Investment Banking, Portfolio Management, Asset Allocation, Financial Modeling, Bloomberg, Corporate Finance, Fixed Income, Financial Analysis, Due Diligence, Data Mining, Finance, Investments, Management
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
Master of Business Administration (MBA), Digital Marketing, Finance, and Accounting
Washington University in St. Louis 2005 — 2007
Bachelor of Arts (BA), Economics
St. Lawrence University 2003 — 2004
Bachelor of Arts, Economics
Moelis & Company February 2015 - Present
Citigroup Inc. August 2013 - February 2015
Citigroup Inc. June 2012 - August 2012
Merrill Lynch & Co., Inc. September 2008 - June 2011
Lehman Brothers Inc. July 2007 - September 2008
Skills
Asset Management, Valuation, Capital Markets, Investment Banking, Portfolio Management, Asset Allocation, Financial Modeling, Bloomberg, Corporate Finance, Fixed Income, Financial Analysis, Due Diligence, Data Mining, Finance, Investments, Management
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
Master of Business Administration (MBA), Digital Marketing, Finance, and Accounting
Washington University in St. Louis 2005 — 2007
Bachelor of Arts (BA), Economics
St. Lawrence University 2003 — 2004
Bachelor of Arts, Economics
Leslie L. Johnson's Lehman Brothers Inc. Experience October 1997 - December 1999
Job Student
Industry International Affairs
Experience
Rare Conservation February 2010 - May 2010
Artisans Microfinance Pvt. Ltd., India December 2008 - April 2009
All India Artisans & Craftworkers Welfare Association, India March 2008 - September 2008
Merrill Lynch Foundation July 2005 - August 2007
Merrill Lynch & Co. June 2001 - May 2005
Lehman Brothers, Inc. October 1997 - December 1999
Nomura Securities International September 1996 - October 1997
Education
The Wharton School, University of Pennsylvania 2000 — 2002
Master, Business Administration, Global Corporate Strategy
Dartmouth College 1991 — 1995
Bachelor of Arts, Economics; Sociology
Rare Conservation February 2010 - May 2010
Artisans Microfinance Pvt. Ltd., India December 2008 - April 2009
All India Artisans & Craftworkers Welfare Association, India March 2008 - September 2008
Merrill Lynch Foundation July 2005 - August 2007
Merrill Lynch & Co. June 2001 - May 2005
Lehman Brothers, Inc. October 1997 - December 1999
Nomura Securities International September 1996 - October 1997
Education
The Wharton School, University of Pennsylvania 2000 — 2002
Master, Business Administration, Global Corporate Strategy
Dartmouth College 1991 — 1995
Bachelor of Arts, Economics; Sociology
Tim Kitchen's Lehman Brothers Inc. Experience January 2007 - September 2008
Job Managing Director at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital September 2008 - Present
Lehman Brothers Inc. January 2007 - September 2008
CIBC World Markets Inc. June 1990 - December 2006
Skills
Investment Banking, Derivatives, Private Equity, Capital Markets, Financial Structuring, Corporate Finance, Financial Modeling, Equities, Mergers
Education
York University - Schulich School of Business 1988 — 1990
MBA (with Distinction), Finance
Queen's University 1982 — 1986
Bachelor of Science (Honours), Chemical Engineering
Barclays Capital September 2008 - Present
Lehman Brothers Inc. January 2007 - September 2008
CIBC World Markets Inc. June 1990 - December 2006
Skills
Investment Banking, Derivatives, Private Equity, Capital Markets, Financial Structuring, Corporate Finance, Financial Modeling, Equities, Mergers
Education
York University - Schulich School of Business 1988 — 1990
MBA (with Distinction), Finance
Queen's University 1982 — 1986
Bachelor of Science (Honours), Chemical Engineering
Mithra (Hariharan) Warrier's Lehman Brothers Inc. Experience July 2002 - September 2008
Job Director, Prime Brokerage Account Management
Industry Investment Banking
Experience
Barclays January 2013 - Present
Barclays Bank June 2010 - January 2013
Barclays Capital September 2008 - June 2010
Barclays Capital September 2008 - June 2010
LEHMAN BROTHERS, INC July 2002 - September 2008
Lehman Brothers June 2002 - September 2008
Skills
Prime Brokerage, Corporates, Fixed Income, Equities, Hedge Funds, Capital Markets, Securities Lending, Equity Derivatives, Derivatives, Series 7, Credit Derivatives
Education
Northwestern University 1998 — 2002
BA, Economics
Northwestern University 1998 — 2002
Bachelor of Arts, Economics
Barclays January 2013 - Present
Barclays Bank June 2010 - January 2013
Barclays Capital September 2008 - June 2010
Barclays Capital September 2008 - June 2010
LEHMAN BROTHERS, INC July 2002 - September 2008
Lehman Brothers June 2002 - September 2008
Skills
Prime Brokerage, Corporates, Fixed Income, Equities, Hedge Funds, Capital Markets, Securities Lending, Equity Derivatives, Derivatives, Series 7, Credit Derivatives
Education
Northwestern University 1998 — 2002
BA, Economics
Northwestern University 1998 — 2002
Bachelor of Arts, Economics
Jonathan Simon's Lehman Brothers Inc. Experience June 2001 - May 2004
Job Managing Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank June 2012 - Present
Citigroup May 2004 - June 2012
Lehman Brothers, Inc. June 2001 - May 2004
Credit Suisse Group May 1996 - June 2001
Skills
Portfolio Management, Bloomberg, Asset Managment, Structured Products, Trading Systems, Alternative Investments, Asset Management, Derivatives, Capital Markets, ETFs, Electronic Trading, Equities, Equity Derivatives, Equity Trading, Fixed Income, Investments, Investment Banking, Options, Hedge Funds, Securities, Program Trading, Series 63, Private Equity, Trading
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA, Finance
The Ohio State University 1985 — 1989
BA, English
Lancaster University 1987 — 1987
English
Deutsche Bank June 2012 - Present
Citigroup May 2004 - June 2012
Lehman Brothers, Inc. June 2001 - May 2004
Credit Suisse Group May 1996 - June 2001
Skills
Portfolio Management, Bloomberg, Asset Managment, Structured Products, Trading Systems, Alternative Investments, Asset Management, Derivatives, Capital Markets, ETFs, Electronic Trading, Equities, Equity Derivatives, Equity Trading, Fixed Income, Investments, Investment Banking, Options, Hedge Funds, Securities, Program Trading, Series 63, Private Equity, Trading
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA, Finance
The Ohio State University 1985 — 1989
BA, English
Lancaster University 1987 — 1987
English
Jianzhong (James) Gui's Lehman Brothers Inc. Experience May 1998 - November 1998
Job AVP at Moodys Corporation
Industry Financial Services
Experience
Moodys Corporation October 2000 - March 2015
SolBright Inc July 1999 - October 2000
Moody's Investors Services November 1998 - July 1999
Lehman Brothers Inc May 1998 - November 1998
USA Networks Inc June 1997 - May 1998
Protel Inc December 1996 - June 1997
GTE September 1994 - December 1996
Education
Iowa
Master's degree, Computer Science
Shanghai University
Bachelor's degree, Computer Science
Moodys Corporation October 2000 - March 2015
SolBright Inc July 1999 - October 2000
Moody's Investors Services November 1998 - July 1999
Lehman Brothers Inc May 1998 - November 1998
USA Networks Inc June 1997 - May 1998
Protel Inc December 1996 - June 1997
GTE September 1994 - December 1996
Education
Iowa
Master's degree, Computer Science
Shanghai University
Bachelor's degree, Computer Science
Robert Lutey's Lehman Brothers Inc. Experience 1997 - 2006
Job Renewables and Sustainability Financial Consultant
Industry Renewables & Environment
Experience
------- 2008 - Present
Columbia University School of Continuing Education January 2012 - May 2013
Apache Capital Management LLC 2006 - 2007
Lehman Brothers Inc 1997 - 2006
Lehman Brothers Inc 1988 - 1996
Shearson Lehman Brothers 1986 - 1986
Herzfeld & Stern 1984 - 1985
Salomon Brothers Inc 1980 - 1984
Rapidata Inc 1978 - 1980
Skills
Capital Markets, Team Building, Sustainability, Renewable Energy, Corporate Social..., Sustainable Development, Financial Modeling, Data Analysis, Energy Efficiency, Financial Analysis, Research, Project Management, Energy, Non-profits, Risk Management, Credit Risk, Lateral Thinking, Creative Solutions, Strategic Thinking, Collaborative Problem..., Strategy, Derivatives, Economics, Energy Policy, Leadership, Sustainable Business, Analysis, Sustainability..., Proposal Writing, Business Strategy, Sustainable Energy, Fixed Income, Solar Energy, Climate Change, Trading, Options, Investments, Photovoltaics, Portfolio Management, Finance, Alternative Energy, Environmental Policy, Policy, Policy Analysis, Environmental Issues
Education
Columbia University - The Earth Institute and The School for Continuing Education 2010 — 2013
MS, Sustainability Management
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance
Rutgers University - Rutgers College 1974 — 1978
BA, Mathematics
------- 2008 - Present
Columbia University School of Continuing Education January 2012 - May 2013
Apache Capital Management LLC 2006 - 2007
Lehman Brothers Inc 1997 - 2006
Lehman Brothers Inc 1988 - 1996
Shearson Lehman Brothers 1986 - 1986
Herzfeld & Stern 1984 - 1985
Salomon Brothers Inc 1980 - 1984
Rapidata Inc 1978 - 1980
Skills
Capital Markets, Team Building, Sustainability, Renewable Energy, Corporate Social..., Sustainable Development, Financial Modeling, Data Analysis, Energy Efficiency, Financial Analysis, Research, Project Management, Energy, Non-profits, Risk Management, Credit Risk, Lateral Thinking, Creative Solutions, Strategic Thinking, Collaborative Problem..., Strategy, Derivatives, Economics, Energy Policy, Leadership, Sustainable Business, Analysis, Sustainability..., Proposal Writing, Business Strategy, Sustainable Energy, Fixed Income, Solar Energy, Climate Change, Trading, Options, Investments, Photovoltaics, Portfolio Management, Finance, Alternative Energy, Environmental Policy, Policy, Policy Analysis, Environmental Issues
Education
Columbia University - The Earth Institute and The School for Continuing Education 2010 — 2013
MS, Sustainability Management
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance
Rutgers University - Rutgers College 1974 — 1978
BA, Mathematics
John Lazzaro's Lehman Brothers Inc. Experience September 1998 - February 2001
Job Financial Services Professional
Industry Financial Services
Experience
NATIONAL SPECIALTY PUBLICATIONS January 2010 - March 2010
GUARDIAN LIFE INSURANCE COMPANY January 2009 - June 2009
Edgetrade Inc September 2005 - December 2008
PERSHING, LLC February 2005 - September 2005
BERMAN, LLC March 2002 - April 2004
LEHMAN BROTHERS, INC September 1998 - February 2001
Fidelity Investments February 1997 - August 1998
MORGAN STANLEY & CO February 1996 - February 1997
MORGAN STANLEY May 1993 - February 1996
Education
University @ Albany 1988 — 1992
BA, English, Economics
University at Albany, SUNY
Bachelor of Arts, English
NATIONAL SPECIALTY PUBLICATIONS January 2010 - March 2010
GUARDIAN LIFE INSURANCE COMPANY January 2009 - June 2009
Edgetrade Inc September 2005 - December 2008
PERSHING, LLC February 2005 - September 2005
BERMAN, LLC March 2002 - April 2004
LEHMAN BROTHERS, INC September 1998 - February 2001
Fidelity Investments February 1997 - August 1998
MORGAN STANLEY & CO February 1996 - February 1997
MORGAN STANLEY May 1993 - February 1996
Education
University @ Albany 1988 — 1992
BA, English, Economics
University at Albany, SUNY
Bachelor of Arts, English
Francesco Spatola's Lehman Brothers Inc. Experience May 2008 - September 2008
Job Associate Director Hedge Funds Credit Standard Chartered Bank
Industry Financial Services
Experience
Standard Chartered Bank July 2014 - Present
Standard Chartered Bank January 2013 - July 2014
Morgan Stanley December 2009 - December 2012
Barclays Capital Inc September 2008 - December 2009
Lehman Brothers Inc May 2008 - September 2008
Deloitte & Touche LLP February 2007 - February 2008
Skills
Structured Products, Securitization, Credit Derivatives, Fixed Income, Derivatives, ISDA, Swaps, Securities, Prime Brokerage, Portfolio Management, Investment Banking, Hedge Funds, Finance
Education
Pace University - Lubin School of Business 2002 — 2007
B.B.A., Finance, Market, Economics
Rutgers Graduate Business School
Rutgers Graduate Business School
Standard Chartered Bank July 2014 - Present
Standard Chartered Bank January 2013 - July 2014
Morgan Stanley December 2009 - December 2012
Barclays Capital Inc September 2008 - December 2009
Lehman Brothers Inc May 2008 - September 2008
Deloitte & Touche LLP February 2007 - February 2008
Skills
Structured Products, Securitization, Credit Derivatives, Fixed Income, Derivatives, ISDA, Swaps, Securities, Prime Brokerage, Portfolio Management, Investment Banking, Hedge Funds, Finance
Education
Pace University - Lubin School of Business 2002 — 2007
B.B.A., Finance, Market, Economics
Rutgers Graduate Business School
Rutgers Graduate Business School
Jim Dolan's Lehman Brothers Inc. Experience 1983 - 1998
Job Managing Director and Head of DCM Municipal Division for Cantor Fitzgerald
Industry Capital Markets
Experience
Cantor Fitzgerald 2012 - Present
Alta Capital Group, llc 2004 - 2008
State Street Global Markets 1998 - 2003
Lehman Brothers, Inc. 1983 - 1998
Skills
Derivatives, Bonds, Private Equity, Equities, Series 7, Fixed Income, Bloomberg, Securities, Competitive Analysis, Portfolio Management, Management, Capital Markets, Trading, Municipal Bonds, Asset Management, Alternative Investments, Hedge Funds, Investment Banking, Investments, Structured Finance, Financial Modeling, Financial Markets, Series 63, Electronic Trading
Education
University of Massachusetts, Amherst 1978 — 1982
BS, Economics
Cantor Fitzgerald 2012 - Present
Alta Capital Group, llc 2004 - 2008
State Street Global Markets 1998 - 2003
Lehman Brothers, Inc. 1983 - 1998
Skills
Derivatives, Bonds, Private Equity, Equities, Series 7, Fixed Income, Bloomberg, Securities, Competitive Analysis, Portfolio Management, Management, Capital Markets, Trading, Municipal Bonds, Asset Management, Alternative Investments, Hedge Funds, Investment Banking, Investments, Structured Finance, Financial Modeling, Financial Markets, Series 63, Electronic Trading
Education
University of Massachusetts, Amherst 1978 — 1982
BS, Economics
Mary Ann Swick's Lehman Brothers Inc. Experience March 2008 - October 2008
Job Marketing Credit Supervisor at Anadarko Petroleum
Industry Oil & Energy
Experience
Anadarko Petroleum August 2009 - June 2011
Washington Gas January 2009 - August 2009
Lehman Brothers Inc. March 2008 - October 2008
Hess Corporation June 2006 - March 2008
Chevron October 2005 - May 2006
BP Corporation, N.A. September 1999 - October 2005
Tractabel Energy Marketing, Inc. December 1998 - September 1999
Skills
Energy Trading, Natural Gas, Energy, Risk Analysis, Risk, Contract Negotiations, International Trading, Treasury Functions, Financial Risk, Contract Negotiation, Commodity Markets, International Trade, Treasury, Credit, Risk Management, Due Diligence, Capital Markets, Trading, Mergers & Acquisitions, Commodity, Credit Risk, Corporate Finance, Portfolio Management, Hedging, Financial Modeling, Financial Analysis, Energy Markets, Finance, Derivatives, Project Finance, Valuation, Loan Origination, Sarbanes-Oxley Act, Market Risk, Credit Analysis, Cash Management, Commodity Risk..., Enterprise Risk..., Financial Structuring, Treasury Management, Banking, Structured Finance, Asset Management
Education
Texas A&M University
Bachelor of Science, Economics
Anadarko Petroleum August 2009 - June 2011
Washington Gas January 2009 - August 2009
Lehman Brothers Inc. March 2008 - October 2008
Hess Corporation June 2006 - March 2008
Chevron October 2005 - May 2006
BP Corporation, N.A. September 1999 - October 2005
Tractabel Energy Marketing, Inc. December 1998 - September 1999
Skills
Energy Trading, Natural Gas, Energy, Risk Analysis, Risk, Contract Negotiations, International Trading, Treasury Functions, Financial Risk, Contract Negotiation, Commodity Markets, International Trade, Treasury, Credit, Risk Management, Due Diligence, Capital Markets, Trading, Mergers & Acquisitions, Commodity, Credit Risk, Corporate Finance, Portfolio Management, Hedging, Financial Modeling, Financial Analysis, Energy Markets, Finance, Derivatives, Project Finance, Valuation, Loan Origination, Sarbanes-Oxley Act, Market Risk, Credit Analysis, Cash Management, Commodity Risk..., Enterprise Risk..., Financial Structuring, Treasury Management, Banking, Structured Finance, Asset Management
Education
Texas A&M University
Bachelor of Science, Economics
Anthony DeJohn's Lehman Brothers Inc. Experience May 2006 - August 2008
Job Senior Financial Sales & Relationship Management Professional
Industry Financial Services
Experience
Bank of Montreal June 2015 - Present
Citigroup, Inc. August 2008 - July 2013
Lehman Brothers, Inc. May 2006 - August 2008
Credit Suisse Securities (USA), LLC 1998 - 2006
Bear Stearns Securities Corporation 1994 - 1998
Skills
Business Development, Relationship Management, Business Planning, Account Management, Sales Leadership, Team Building, Mentoring, Leveraged Vehicles, Margin Lending, Prime Services, Marketing, Sales Prospecting, Loans, Sales Management, Prime Brokerage, Derivatives, Securities, Securities Lending, Capital Markets, Hedge Funds, Investment Banking, Equities, Trading, Financial Services, Alternative Investments, Series 7, Fixed Income
Education
Rutgers University-New Brunswick
Bachelor of Arts (B.A.)
Bank of Montreal June 2015 - Present
Citigroup, Inc. August 2008 - July 2013
Lehman Brothers, Inc. May 2006 - August 2008
Credit Suisse Securities (USA), LLC 1998 - 2006
Bear Stearns Securities Corporation 1994 - 1998
Skills
Business Development, Relationship Management, Business Planning, Account Management, Sales Leadership, Team Building, Mentoring, Leveraged Vehicles, Margin Lending, Prime Services, Marketing, Sales Prospecting, Loans, Sales Management, Prime Brokerage, Derivatives, Securities, Securities Lending, Capital Markets, Hedge Funds, Investment Banking, Equities, Trading, Financial Services, Alternative Investments, Series 7, Fixed Income
Education
Rutgers University-New Brunswick
Bachelor of Arts (B.A.)
Devendra Varampati's Lehman Brothers Inc. Experience December 2006 - December 2008
Job Sr Java Developer
Industry Information Technology and Services
Experience
Barclays Capital Inc May 2012 - Present
Barclays Capital Inc November 2010 - April 2012
Barclays Capital Inc January 2009 - September 2010
Lehman Brothers Inc December 2006 - December 2008
SRIT Pvt Ltd May 2006 - October 2006
ABN AMRO Bank September 2004 - June 2005
Skills
Java, J2EE Application..., Struts, Hibernate 3.1, Spring Integration, AJAX, JavaScript, jQuery, Weblogic, Tomcat 5, Websphere, JMS, Sybase, Microsoft SQL Server, DB2, JSP, JSON, Core Java, RESTful WebServices
Education
Osmania University 2001 — 2003
Master, Computer Science
Barclays Capital Inc May 2012 - Present
Barclays Capital Inc November 2010 - April 2012
Barclays Capital Inc January 2009 - September 2010
Lehman Brothers Inc December 2006 - December 2008
SRIT Pvt Ltd May 2006 - October 2006
ABN AMRO Bank September 2004 - June 2005
Skills
Java, J2EE Application..., Struts, Hibernate 3.1, Spring Integration, AJAX, JavaScript, jQuery, Weblogic, Tomcat 5, Websphere, JMS, Sybase, Microsoft SQL Server, DB2, JSP, JSON, Core Java, RESTful WebServices
Education
Osmania University 2001 — 2003
Master, Computer Science
arnold vordzorgbe's Lehman Brothers Inc. Experience July 2003 - July 2004
Job Financial Analyst at the Securities and Exchange Commission
Industry Banking
Experience
Bank of America April 2007 - Present
BANK OF AMERICA MERRILL LYNCH SECURITIES April 2007 - Present
BEAR STEARNS SECURITIES April 2006 - April 2007
NOMURA SECURITIES INTERNATIONAL INC July 2004 - April 2006
LEHMAN BROTHERS INC July 2003 - July 2004
DEUTSCHE BANK N.A July 1998 - July 2003
Deutsche Bank Securities 1998 - 2003
Education
Pace University - Lubin School of Business 1996 — 1998
Master of Business Administration (MBA), Financial Management
Pace University
Master of Business Administration, Financial Management
University of Ghana 1980 — 1985
Bachelor of Arts, Mathematics and Statistics
University of Ghana
Bachelor of Arts, Statistics and Mathematics
st augustine's secondary school, cape coast, ghana
Bank of America April 2007 - Present
BANK OF AMERICA MERRILL LYNCH SECURITIES April 2007 - Present
BEAR STEARNS SECURITIES April 2006 - April 2007
NOMURA SECURITIES INTERNATIONAL INC July 2004 - April 2006
LEHMAN BROTHERS INC July 2003 - July 2004
DEUTSCHE BANK N.A July 1998 - July 2003
Deutsche Bank Securities 1998 - 2003
Education
Pace University - Lubin School of Business 1996 — 1998
Master of Business Administration (MBA), Financial Management
Pace University
Master of Business Administration, Financial Management
University of Ghana 1980 — 1985
Bachelor of Arts, Mathematics and Statistics
University of Ghana
Bachelor of Arts, Statistics and Mathematics
st augustine's secondary school, cape coast, ghana
Chuck Hood's Lehman Brothers Inc. Experience September 1998 - August 2001
Job Senior Legal Advisor at MarketAxess Holdings Inc.
Industry Financial Services
Experience
MarketAxess Holdings Inc. March 2014 - Present
MarketAxess Holdings Inc. September 2001 - February 2014
Lehman Brothers Inc. September 1998 - August 2001
Instinet Corporation December 1985 - August 1998
Cadwalader, Wickersham & Taft LLP September 1978 - November 1985
Education
The College of William and Mary
Bachelor of Arts (B.A.), History
University of Notre Dame Law School
Doctor of Law (J.D.)
MarketAxess Holdings Inc. March 2014 - Present
MarketAxess Holdings Inc. September 2001 - February 2014
Lehman Brothers Inc. September 1998 - August 2001
Instinet Corporation December 1985 - August 1998
Cadwalader, Wickersham & Taft LLP September 1978 - November 1985
Education
The College of William and Mary
Bachelor of Arts (B.A.), History
University of Notre Dame Law School
Doctor of Law (J.D.)
David Pallott's Lehman Brothers Inc. Experience 1988 - 1990
Job Business Development Consultant/Portfolio Manager at Discovery Oil & Gas/ Bryan Advisory Services LLC
Industry Oil & Energy
Experience
Discovery Oil and Gas/ Bryan Group June 1997 - Present
Lehman Brothers Inc. 1988 - 1990
Morgan Stanley, Dean Witter Reynolds, Inc. 1983 - 1987
Skills
Trading, Portfolio Management, Investments, Equities, Equity Research, Investment Banking, Finance, Hedge Funds, Financial Markets, Fixed Income, Hedging, Financial Modeling, Capital Markets, Structured Finance, Corporate Finance, Emerging Markets, Asset Allocation, Valuation, Options, Securities, Private Equity, Investment Management, Derivatives, Mutual Funds, Commodity, Investment Strategies, Bloomberg, Business Development, Asset Management
Education
Santa Clara University (School of Law)
University of California, Los Angeles
Discovery Oil and Gas/ Bryan Group June 1997 - Present
Lehman Brothers Inc. 1988 - 1990
Morgan Stanley, Dean Witter Reynolds, Inc. 1983 - 1987
Skills
Trading, Portfolio Management, Investments, Equities, Equity Research, Investment Banking, Finance, Hedge Funds, Financial Markets, Fixed Income, Hedging, Financial Modeling, Capital Markets, Structured Finance, Corporate Finance, Emerging Markets, Asset Allocation, Valuation, Options, Securities, Private Equity, Investment Management, Derivatives, Mutual Funds, Commodity, Investment Strategies, Bloomberg, Business Development, Asset Management
Education
Santa Clara University (School of Law)
University of California, Los Angeles
Dan Petek's Lehman Brothers Inc. Experience May 1998 - September 2003
Job Equity Sales Trader
Industry Financial Services
Experience
Mizuho Securities Co., Ltd. February 2011 - December 2013
Stanford Group Company October 2005 - March 2009
Bear Stearns & Co. Inc. October 2003 - October 2005
Lehman Brothers Inc. May 1998 - September 2003
Skills
Asset Management, Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Insurance, Investments, Sales, Trading, Investment Sales, Investment Banking, Portfolio Management, Institutional..., Bloomberg, Alternative Investments
Education
University of Colorado Boulder
Bachelor of Arts (BA), History
Mizuho Securities Co., Ltd. February 2011 - December 2013
Stanford Group Company October 2005 - March 2009
Bear Stearns & Co. Inc. October 2003 - October 2005
Lehman Brothers Inc. May 1998 - September 2003
Skills
Asset Management, Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Insurance, Investments, Sales, Trading, Investment Sales, Investment Banking, Portfolio Management, Institutional..., Bloomberg, Alternative Investments
Education
University of Colorado Boulder
Bachelor of Arts (BA), History
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS