Macquarie Group
Industry: Investment banking company
DescriptionMacquarie Group Limited is an Australian multinational independent investment bank and financial services company. CEO: Shemara Wikramanayake (1 Dec 2018–) Headquarters: Sydney, Australia Assets under management: 496.7 billion AUD (2018) Subsidiaries: Thames Water, Macquarie Research, Arqiva,
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Macquarie Group Employees
Employee
Years
Job
Industry
Eric Michels Eric Michels's Macquarie Group Experience April 2007 - May 2012
Job Vice President at Umpqua Bank
Industry Financial Services
Experience
Umpqua Bank April 2014 - Present
Macquarie Group April 2007 - May 2012
Intracorp Companies July 2005 - April 2007
Macquarie Group March 2002 - July 2005
US Bank July 1999 - March 2002
Union State Bank September 1995 - July 1999
Skills
Portfolio Management, Credit, Loans, Valuation, Risk Management, Financial Modeling, Investments, Credit Analysis, Capital Markets, Asset Managment, Financial Analysis, Structured Finance, Banking, Investment Banking, Corporate Finance, Argus, CMBS, CRE, Underwriting, Commercial Mortgages, Mortgage Underwriting, Real Estate Due..., Site Inspections, Credit Policy, Microsoft Excel, Loan Sizing, Loan Closings, Negotiation, Documentation, Due Diligence, Finance
Education
Loyola Marymount University
Master of Business Administration (M.B.A.), Finance and International Business
Minnesota State University, Moorhead 1995 — 1998
Bachelor of Science (B.S.), Accounting and Finance
Umpqua Bank April 2014 - Present
Macquarie Group April 2007 - May 2012
Intracorp Companies July 2005 - April 2007
Macquarie Group March 2002 - July 2005
US Bank July 1999 - March 2002
Union State Bank September 1995 - July 1999
Skills
Portfolio Management, Credit, Loans, Valuation, Risk Management, Financial Modeling, Investments, Credit Analysis, Capital Markets, Asset Managment, Financial Analysis, Structured Finance, Banking, Investment Banking, Corporate Finance, Argus, CMBS, CRE, Underwriting, Commercial Mortgages, Mortgage Underwriting, Real Estate Due..., Site Inspections, Credit Policy, Microsoft Excel, Loan Sizing, Loan Closings, Negotiation, Documentation, Due Diligence, Finance
Education
Loyola Marymount University
Master of Business Administration (M.B.A.), Finance and International Business
Minnesota State University, Moorhead 1995 — 1998
Bachelor of Science (B.S.), Accounting and Finance
Jordon Jeter Jordon Jeter's Macquarie Group Experience June 2015 - August 2015
Job Industrial/ Organizational Psychology Master's Student
Industry Human Resources
Experience
Macquarie Group June 2015 - August 2015
Sam Houston State University May 2013 - June 2014
Sam Houston State University June 2012 - December 2013
US Navy September 2006 - March 2010
Skills
Operational Planning, Critical Thinking, Cognitive Psychology, Organizational..., Military, Team Building, International Relations, Research, Statistics, SPSS, Psychology, Research Design, Qualitative Research, Survey Design, Quantitative Research, PowerPoint, Customer Service, Public Speaking, Microsoft Excel, Leadership, Microsoft Office, Microsoft Word, Teaching, Time Management, Data Analysis, Organizational...
Education
University of Houston: Clear Lake 2014 — 2015
Master's Degree, Industrial and Organizational Psychology, 3.86
Sam Houston State University 2010 — 2013
Bachelor's Degree, Psychology, 3.66
Lone Star College System 2005 — 2006
Tomball High School 2001 — 2005
Macquarie Group June 2015 - August 2015
Sam Houston State University May 2013 - June 2014
Sam Houston State University June 2012 - December 2013
US Navy September 2006 - March 2010
Skills
Operational Planning, Critical Thinking, Cognitive Psychology, Organizational..., Military, Team Building, International Relations, Research, Statistics, SPSS, Psychology, Research Design, Qualitative Research, Survey Design, Quantitative Research, PowerPoint, Customer Service, Public Speaking, Microsoft Excel, Leadership, Microsoft Office, Microsoft Word, Teaching, Time Management, Data Analysis, Organizational...
Education
University of Houston: Clear Lake 2014 — 2015
Master's Degree, Industrial and Organizational Psychology, 3.86
Sam Houston State University 2010 — 2013
Bachelor's Degree, Psychology, 3.66
Lone Star College System 2005 — 2006
Tomball High School 2001 — 2005
Stephen Beckett Stephen Beckett's Macquarie Group Experience June 2015 - August 2015
Job Equity Research Intern at Macquarie
Industry Higher Education
Experience
Lehigh University August 2012 - Present
Macquarie Group June 2015 - August 2015
WLVR 91.3 January 2014 - January 2015
Spotify October 2014 - December 2014
RWE May 2014 - June 2014
WLVR 91.3 January 2013 - December 2013
Real Estate Strategies, Inc./RES Advisors June 2013 - August 2013
Central City Steel, Inc April 2012 - June 2012
Skills
Microsoft Excel, PowerPoint, WordPress, Microsoft Office, Microsoft Access, Filezilla, Bloomberg Terminal, Microsoft Office..., SharePoint
Education
Lehigh University 2012 — 2016
BS, Finance, General
Lehigh University 2012 — 2016
Bachelor of Science (BS), Accounting
Conestoga 2008 — 2012
Lehigh University August 2012 - Present
Macquarie Group June 2015 - August 2015
WLVR 91.3 January 2014 - January 2015
Spotify October 2014 - December 2014
RWE May 2014 - June 2014
WLVR 91.3 January 2013 - December 2013
Real Estate Strategies, Inc./RES Advisors June 2013 - August 2013
Central City Steel, Inc April 2012 - June 2012
Skills
Microsoft Excel, PowerPoint, WordPress, Microsoft Office, Microsoft Access, Filezilla, Bloomberg Terminal, Microsoft Office..., SharePoint
Education
Lehigh University 2012 — 2016
BS, Finance, General
Lehigh University 2012 — 2016
Bachelor of Science (BS), Accounting
Conestoga 2008 — 2012
Alison Dally Alison Dally's Macquarie Group Experience January 2013 - January 2013
Job Portfolio Management Assistant at U.S. Trust
Industry Financial Services
Experience
U.S. Trust October 2013 - Present
Macquarie Group January 2013 - January 2013
Lou Reda Productions June 2012 - August 2012
Angel TV February 2012 - April 2012
Education
Lafayette College 2009 — 2013
Bachelor of Arts (B.A.), International Affairs, Minor in Economics and Business
Boston University (London, England) 2012 — 2012
U.S. Trust October 2013 - Present
Macquarie Group January 2013 - January 2013
Lou Reda Productions June 2012 - August 2012
Angel TV February 2012 - April 2012
Education
Lafayette College 2009 — 2013
Bachelor of Arts (B.A.), International Affairs, Minor in Economics and Business
Boston University (London, England) 2012 — 2012
Denver Smith Denver Smith's Macquarie Group Experience September 2013 - Present
Job
Industry Financial Services
Experience
Macquarie Group September 2013 - Present
Brean Capital July 2011 - September 2013
Gleacher & Company July 2010 - July 2011
Detwiler Fenton & Co. 2008 - July 2010
American Technology Research Inc. May 2005 - October 2008
SunCap Advisers June 2004 - May 2005
Skills
Series 7, Investments, Valuation, Investment Banking, Equity Research, Financial Analysis, Bloomberg, Equities, Capital Markets, Financial Modeling, Hedge Funds, Securities, Series 63
Education
Middlebury College 1999 — 2003
American Civilization
Kent School 1997 — 1999
High School
MUHS 1994 — 1998
yes
Macquarie Group September 2013 - Present
Brean Capital July 2011 - September 2013
Gleacher & Company July 2010 - July 2011
Detwiler Fenton & Co. 2008 - July 2010
American Technology Research Inc. May 2005 - October 2008
SunCap Advisers June 2004 - May 2005
Skills
Series 7, Investments, Valuation, Investment Banking, Equity Research, Financial Analysis, Bloomberg, Equities, Capital Markets, Financial Modeling, Hedge Funds, Securities, Series 63
Education
Middlebury College 1999 — 2003
American Civilization
Kent School 1997 — 1999
High School
MUHS 1994 — 1998
yes
Christina Del Toro Christina Del Toro's Macquarie Group Experience December 2014 - Present
Job Assistant to IT Div. Director/Group
Industry Financial Services
Experience
Macquarie Group December 2014 - Present
Shaw Pipeline Services August 2011 - June 2014
Firstax July 2008 - April 2011
Weatherford January 2002 - April 2008
Skills
Concur, Visio, Office Management, Microsoft Office, Event Planning, Invoicing, Spreadsheets, Expenses, Heavy Calendaring, International Travel, International..., Oracle Database, PeopleSoft, Confluence, WebEx, Video Conferencing, Adobe Professional, Supervisory Skills, Khalix, Pipelines, Oil/Gas, Petroleum, Purchase Orders, Microsoft Excel, GreatPlains, Account Reconciliation, Document Review, Internal Controls, Internal Audit, Logistic Support, Oil, Customer Service, Microsoft Word, Oil
Education
Lone Star College
Office Administration
Macquarie Group December 2014 - Present
Shaw Pipeline Services August 2011 - June 2014
Firstax July 2008 - April 2011
Weatherford January 2002 - April 2008
Skills
Concur, Visio, Office Management, Microsoft Office, Event Planning, Invoicing, Spreadsheets, Expenses, Heavy Calendaring, International Travel, International..., Oracle Database, PeopleSoft, Confluence, WebEx, Video Conferencing, Adobe Professional, Supervisory Skills, Khalix, Pipelines, Oil/Gas, Petroleum, Purchase Orders, Microsoft Excel, GreatPlains, Account Reconciliation, Document Review, Internal Controls, Internal Audit, Logistic Support, Oil, Customer Service, Microsoft Word, Oil
Education
Lone Star College
Office Administration
Jeremy Janson's Macquarie Group Experience June 2013 - August 2013
Job Investment Banking Analyst at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. 2014 - Present
Macquarie Group June 2013 - August 2013
Wilton Family YMCA June 2010 - August 2012
Skills
Data Analysis, Regression Analysis, Financial Analysis, Financial Modeling, Microsoft Office, Stata, Python, Problem Solving
Education
Middlebury College 2010 — 2014
Bachelor of Arts (BA), Economics
Hopkins School 2005 — 2010
Robert W. Baird & Co. 2014 - Present
Macquarie Group June 2013 - August 2013
Wilton Family YMCA June 2010 - August 2012
Skills
Data Analysis, Regression Analysis, Financial Analysis, Financial Modeling, Microsoft Office, Stata, Python, Problem Solving
Education
Middlebury College 2010 — 2014
Bachelor of Arts (BA), Economics
Hopkins School 2005 — 2010
Mark Finn's Macquarie Group Experience January 2008 - March 2009
Job Digital business builder, investor and advisor.
Industry Human Resources
Experience
PwC September 2014 - Present
Kwezzi December 2011 - Present
Roller Networks March 2010 - Present
Genero January 2012 - Present
IC Technologies, LLC June 2014 - Present
Finsight Advisory April 2009 - December 2011
Macquarie Group January 2008 - March 2009
PwC December 2005 - August 2007
Education
Macquarie University 2010 — 2011
Masters of Applied Finance, Finance
University of Melbourne 2003 — 2007
Bachelor of Laws (Hons) & Bachelor of Commerce
Lund University 2006 — 2007
Bachelor of Laws (LLB), International Law and Legal Studies
PwC September 2014 - Present
Kwezzi December 2011 - Present
Roller Networks March 2010 - Present
Genero January 2012 - Present
IC Technologies, LLC June 2014 - Present
Finsight Advisory April 2009 - December 2011
Macquarie Group January 2008 - March 2009
PwC December 2005 - August 2007
Education
Macquarie University 2010 — 2011
Masters of Applied Finance, Finance
University of Melbourne 2003 — 2007
Bachelor of Laws (Hons) & Bachelor of Commerce
Lund University 2006 — 2007
Bachelor of Laws (LLB), International Law and Legal Studies
John Sprague's Macquarie Group Experience August 2014 - Present
Job Analyst at Macquarie Capital Investment Bank
Industry Investment Banking
Experience
Macquarie Group August 2014 - Present
Macquarie Capital Partners June 2013 - August 2013
Nanigans May 2012 - August 2012
Unison Site Management June 2011 - August 2011
Lighthouse Capital Partners June 2009 - July 2009
Skills
Analytics, Data Analysis, Finance, Financial Modeling, Mergers, Venture Capital, PowerPoint, Microsoft Office, Entrepreneurship, Market Research, Investments, Microsoft Excel, Strategy, Valuation
Education
Middlebury College 2010 — 2014
Macquarie Group August 2014 - Present
Macquarie Capital Partners June 2013 - August 2013
Nanigans May 2012 - August 2012
Unison Site Management June 2011 - August 2011
Lighthouse Capital Partners June 2009 - July 2009
Skills
Analytics, Data Analysis, Finance, Financial Modeling, Mergers, Venture Capital, PowerPoint, Microsoft Office, Entrepreneurship, Market Research, Investments, Microsoft Excel, Strategy, Valuation
Education
Middlebury College 2010 — 2014
Patrick Grow's Macquarie Group Experience July 2013 - Present
Job High Yield & Distressed Credit Analyst at Macquarie
Industry Financial Services
Experience
Macquarie Group July 2013 - Present
BGR Capital & Trade May 2012 - August 2012
The Fallen Arch April 2011 - August 2011
Longmeadow Country Club May 2009 - August 2010
Holiday Gift Apple Business January 2006 - January 2009
Skills
Financial Modeling, Series 7, Series 63
Education
Lehigh University 2009 — 2013
Bachelor's degree, Finance, Senior
Longmeadow High School 2005 — 2009
Macquarie Group July 2013 - Present
BGR Capital & Trade May 2012 - August 2012
The Fallen Arch April 2011 - August 2011
Longmeadow Country Club May 2009 - August 2010
Holiday Gift Apple Business January 2006 - January 2009
Skills
Financial Modeling, Series 7, Series 63
Education
Lehigh University 2009 — 2013
Bachelor's degree, Finance, Senior
Longmeadow High School 2005 — 2009
Ann Huynh's Macquarie Group Experience 1999 - 2002
Job Energy / Structured / Corporate Finance / Planning / Strategy
Industry Oil & Energy
Experience
Service Corporation International 2007 - 2013
Alvarez & Marsal 2005 - 2006
Ernst & Young Corporate Advisory 2004 - 2005
Macquarie Group 1999 - 2002
Fieldstone Private Capital Group, Inc. 1997 - 1999
Skills
Financial Analysis, Strategy, Financial Modeling, Valuation, Analytics, Business Transformation, Leadership, Budgets, Cross-functional Team..., Business Valuation, Program Management, Analysis, Due Diligence, Operations Management, Contract Negotiation, Management
Education
Jones Graduate School of Business - Rice University 2002 — 2004
Master in Business Administration (MBA), Finance
University of Pennsylvania - The Wharton School
BS in Economics; Finance and Accounting
University of Pennsylvania
BA in International Relations; East Asian Studies
The Chinese University of Hong Kong
Semester Abroad: East Asian Studies, Business Mandarin, Varsity Tennis
National Taiwan University
Summer Abroad: Mandarin Chinese
Service Corporation International 2007 - 2013
Alvarez & Marsal 2005 - 2006
Ernst & Young Corporate Advisory 2004 - 2005
Macquarie Group 1999 - 2002
Fieldstone Private Capital Group, Inc. 1997 - 1999
Skills
Financial Analysis, Strategy, Financial Modeling, Valuation, Analytics, Business Transformation, Leadership, Budgets, Cross-functional Team..., Business Valuation, Program Management, Analysis, Due Diligence, Operations Management, Contract Negotiation, Management
Education
Jones Graduate School of Business - Rice University 2002 — 2004
Master in Business Administration (MBA), Finance
University of Pennsylvania - The Wharton School
BS in Economics; Finance and Accounting
University of Pennsylvania
BA in International Relations; East Asian Studies
The Chinese University of Hong Kong
Semester Abroad: East Asian Studies, Business Mandarin, Varsity Tennis
National Taiwan University
Summer Abroad: Mandarin Chinese
Aimee Kaye Aimee Kaye's Macquarie Group Experience October 2012 - June 2014
Job Sovereign Analyst at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company May 2015 - Present
AIG August 2014 - April 2015
Macquarie Group October 2012 - June 2014
Macquarie Group February 2008 - September 2012
Macquarie Group February 2008 - September 2012
The University of Western Australia February 2006 - December 2007
Australian Bureau of Agricultural and Resource Economics and Sciences January 2006 - February 2006
Australian Education and Leadership Centre Pty Ltd March 2005 - December 2005
Skills
Valuation, Financial Modeling, Equities, Investment Banking, Capital Markets, Economics, Macroeconomics, South East Asia, Financial Markets, Socially Responsible..., Emerging Markets, Report Writing, Data Analysis, Analysis, Fixed Income
Education
The University of Western Australia 2006 — 2007
Honours Program, Economics, First Class, GPA 7.0 (of 7.0)
Københavns Universitet 2006 — 2007
Master of Science (MS), Economics
The University of Western Australia 2002 — 2006
Bachelor of Economics, Economics, Quantitative Economics, International Business Economics, GPA 7.0 (of 7.0)
The University of Western Australia 2003 — 2006
Diploma of Arts, Political Science, GPA 6.8 (of 7.0)
Loomis, Sayles & Company May 2015 - Present
AIG August 2014 - April 2015
Macquarie Group October 2012 - June 2014
Macquarie Group February 2008 - September 2012
Macquarie Group February 2008 - September 2012
The University of Western Australia February 2006 - December 2007
Australian Bureau of Agricultural and Resource Economics and Sciences January 2006 - February 2006
Australian Education and Leadership Centre Pty Ltd March 2005 - December 2005
Skills
Valuation, Financial Modeling, Equities, Investment Banking, Capital Markets, Economics, Macroeconomics, South East Asia, Financial Markets, Socially Responsible..., Emerging Markets, Report Writing, Data Analysis, Analysis, Fixed Income
Education
The University of Western Australia 2006 — 2007
Honours Program, Economics, First Class, GPA 7.0 (of 7.0)
Københavns Universitet 2006 — 2007
Master of Science (MS), Economics
The University of Western Australia 2002 — 2006
Bachelor of Economics, Economics, Quantitative Economics, International Business Economics, GPA 7.0 (of 7.0)
The University of Western Australia 2003 — 2006
Diploma of Arts, Political Science, GPA 6.8 (of 7.0)
Adam Hayes, PMP Adam Hayes, PMP's Macquarie Group Experience September 2001 - June 2002
Job Business Project Manager at Cigna
Industry Insurance
Experience
Cigna June 2014 - Present
ACE Group March 2014 - June 2014
Campbell Soup Company 2005 - November 2013
Campbell Arnott's 2002 - 2005
Macquarie Group September 2001 - June 2002
Skills
Change Management, Project Portfolio..., Project Planning, Program Management, Budget Management, Accounting, Economics, Software Project..., Web Project Management, Project Execution, Project Delivery, Financial Accounting, Insurance, Cross-functional Team..., Team Management, Team Building, ITIL v3 Foundations..., Project Management, IT Management, IT Strategy, Business Process..., Budgets, Management, Vendor Management, Process Improvement, ERP, PMO, Leadership, Business Process, PMP, MS Project, Risk Management, Stakeholder Management, Training, Strategic Planning, Cloud Computing
Education
Monash University
Bachelor Of Business, Accounting and Economics
Cigna June 2014 - Present
ACE Group March 2014 - June 2014
Campbell Soup Company 2005 - November 2013
Campbell Arnott's 2002 - 2005
Macquarie Group September 2001 - June 2002
Skills
Change Management, Project Portfolio..., Project Planning, Program Management, Budget Management, Accounting, Economics, Software Project..., Web Project Management, Project Execution, Project Delivery, Financial Accounting, Insurance, Cross-functional Team..., Team Management, Team Building, ITIL v3 Foundations..., Project Management, IT Management, IT Strategy, Business Process..., Budgets, Management, Vendor Management, Process Improvement, ERP, PMO, Leadership, Business Process, PMP, MS Project, Risk Management, Stakeholder Management, Training, Strategic Planning, Cloud Computing
Education
Monash University
Bachelor Of Business, Accounting and Economics
Briana Lynn Pearson, MBA's Macquarie Group Experience May 2014 - August 2014
Job J.D. Candidate With a Background in Business Analytics and Finance
Industry Legal Services
Experience
Zeff Law Firm, LLC February 2013 - Present
A3 March 2011 - June 2015
Macquarie Group May 2014 - August 2014
PHH Mortgage 2012 - 2012
PNC 2011 - 2012
Clifford Bell & Associates 2007 - 2011
Citizens Bank 2003 - 2007
Skills
Recruiting, Hands-on Training, Sales Process, Independent Financial..., Management, Team Leadership, Building High..., People Skills, Increased Profitability, Increasing Sales Revenue, Cost Efficiency, Personal Branding, Sales Presentations, Employee Engagement, Loans, Social Skills, Working Capital..., Microsoft Office, Video Conferencing, Audio Conferencing, Business Networking, Business Development, Telemarketing, Collections, Collaborative Problem..., Business Planning, Client Development, Customer Retention, Customer Service, Insurance, Mortgage Lending, Finance, Legal Writing, Westlaw, Legal Research, Legal Assistance, Team Building, Financial Services, Trials, Banking, Interviews, Civil Litigation, Securities, Litigation Support, Employment Law, Notary Public, Building Relationships, Relationship Management, Teamwork, Legal Documents
Education
Drexel University 2013 — 2016
Doctor of Law (J.D.), Law
University of Pennsylvania - The Wharton School 2013 — 2013
MBA Course Certificate, Finance, General
La Salle University 2012 — 2013
Master of Business Administration (MBA)
Lincoln University 2011 — 2012
BHS, Human Services
Zeff Law Firm, LLC February 2013 - Present
A3 March 2011 - June 2015
Macquarie Group May 2014 - August 2014
PHH Mortgage 2012 - 2012
PNC 2011 - 2012
Clifford Bell & Associates 2007 - 2011
Citizens Bank 2003 - 2007
Skills
Recruiting, Hands-on Training, Sales Process, Independent Financial..., Management, Team Leadership, Building High..., People Skills, Increased Profitability, Increasing Sales Revenue, Cost Efficiency, Personal Branding, Sales Presentations, Employee Engagement, Loans, Social Skills, Working Capital..., Microsoft Office, Video Conferencing, Audio Conferencing, Business Networking, Business Development, Telemarketing, Collections, Collaborative Problem..., Business Planning, Client Development, Customer Retention, Customer Service, Insurance, Mortgage Lending, Finance, Legal Writing, Westlaw, Legal Research, Legal Assistance, Team Building, Financial Services, Trials, Banking, Interviews, Civil Litigation, Securities, Litigation Support, Employment Law, Notary Public, Building Relationships, Relationship Management, Teamwork, Legal Documents
Education
Drexel University 2013 — 2016
Doctor of Law (J.D.), Law
University of Pennsylvania - The Wharton School 2013 — 2013
MBA Course Certificate, Finance, General
La Salle University 2012 — 2013
Master of Business Administration (MBA)
Lincoln University 2011 — 2012
BHS, Human Services
Scott Redmond Scott Redmond's Macquarie Group Experience August 2013 - Present
Job Analyst at Macquarie Group
Industry Financial Services
Experience
Macquarie Group August 2013 - Present
Nomura Securities June 2012 - August 2012
Capital Asset Investments LLC June 2011 - June 2011
Education
Middlebury College 2009 — 2013
Bachelor of Arts (B.A.), Mathematics and Economics
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2011
Tuck Business Bridge Program
Newark Academy 2005 — 2009
Macquarie Group August 2013 - Present
Nomura Securities June 2012 - August 2012
Capital Asset Investments LLC June 2011 - June 2011
Education
Middlebury College 2009 — 2013
Bachelor of Arts (B.A.), Mathematics and Economics
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2011
Tuck Business Bridge Program
Newark Academy 2005 — 2009
Ryan Kehl Ryan Kehl's Macquarie Group Experience October 2011 - May 2014
Job Application Developer at Symcor
Industry Financial Services
Experience
Symcor May 2014 - Present
Macquarie Group October 2011 - May 2014
Symcor December 2010 - October 2011
FIS August 2005 - December 2010
Skills
SDLC, Business Analysis, Requirements Analysis, Business Requirements, Requirements Gathering, Integration, Vendor Management, Visio, Project Delivery, Linux System..., Unix, MySQL, Team Leadership, IT Operations, Change Management, Unix Shell Scripting, Perl Script, Agile & Waterfall..., IBM Rational Tools, Atlassian JIRA, Github, Troubleshooting, ITIL, SQL*Plus, Database Administration, Disaster Recovery, Operational Streamlining, Business Continuity, Software Configuration..., Service Delivery, Client Relations Skills, 24x7 Production Support, Test Cases, Software Deployment, Oracle, Sybase, PostgreSQL, Visual Studio, Major Incident..., Collaborative Problem..., Technical Leadership
Education
Loyalist College 2013 — 2013
ITIL Certification
Ryerson University 2010 — 2012
.Net Application Development
Sheridan College 2003 — 2005
Enterprise Database Management
Symcor May 2014 - Present
Macquarie Group October 2011 - May 2014
Symcor December 2010 - October 2011
FIS August 2005 - December 2010
Skills
SDLC, Business Analysis, Requirements Analysis, Business Requirements, Requirements Gathering, Integration, Vendor Management, Visio, Project Delivery, Linux System..., Unix, MySQL, Team Leadership, IT Operations, Change Management, Unix Shell Scripting, Perl Script, Agile & Waterfall..., IBM Rational Tools, Atlassian JIRA, Github, Troubleshooting, ITIL, SQL*Plus, Database Administration, Disaster Recovery, Operational Streamlining, Business Continuity, Software Configuration..., Service Delivery, Client Relations Skills, 24x7 Production Support, Test Cases, Software Deployment, Oracle, Sybase, PostgreSQL, Visual Studio, Major Incident..., Collaborative Problem..., Technical Leadership
Education
Loyalist College 2013 — 2013
ITIL Certification
Ryerson University 2010 — 2012
.Net Application Development
Sheridan College 2003 — 2005
Enterprise Database Management
Chris Ulyett Chris Ulyett's Macquarie Group Experience January 2015 - January 2015
Job Gallery Monitor at Williams Center for the Arts
Industry
Experience
Investment Club September 2013 - Present
Williams Center for the Arts September 2013 - Present
Final Warning LLC April 2008 - Present
Macquarie Group January 2015 - January 2015
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Financial Analysis, Data Analysis, Access
Education
Lafayette College 2013 — 2017
Bachelor of Arts (BA), Economics
Investment Club September 2013 - Present
Williams Center for the Arts September 2013 - Present
Final Warning LLC April 2008 - Present
Macquarie Group January 2015 - January 2015
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Financial Analysis, Data Analysis, Access
Education
Lafayette College 2013 — 2017
Bachelor of Arts (BA), Economics
Luke Amian Luke Amian's Macquarie Group Experience November 2012 - November 2014
Job Software Developer at HMSA
Industry Information Technology and Services
Experience
HMSA February 2015 - Present
Macquarie Group November 2012 - November 2014
HP Enterprise Services November 2010 - November 2012
Microsoft April 2010 - September 2010
Skills
C#, .NET, WCF Services, MVC, Entity Framework, WCF, Microsoft SQL Server, Agile Methodologies, Web Development, Web Applications, ASP.NET MVC, HTML 5, AJAX, XSLT, SOAP, Silverlight, ADO.NET, Java, CSS, Programming, LINQ, XML, SQL, JavaScript, HTML, Web Services, ASP.NET
Education
Mapua Institute of Technology 2007 — 2010
BS Information Technology, Microsoft .Net
HMSA February 2015 - Present
Macquarie Group November 2012 - November 2014
HP Enterprise Services November 2010 - November 2012
Microsoft April 2010 - September 2010
Skills
C#, .NET, WCF Services, MVC, Entity Framework, WCF, Microsoft SQL Server, Agile Methodologies, Web Development, Web Applications, ASP.NET MVC, HTML 5, AJAX, XSLT, SOAP, Silverlight, ADO.NET, Java, CSS, Programming, LINQ, XML, SQL, JavaScript, HTML, Web Services, ASP.NET
Education
Mapua Institute of Technology 2007 — 2010
BS Information Technology, Microsoft .Net
Vadim Moroz, CFA Vadim Moroz, CFA's Macquarie Group Experience 2010 - 2011
Job `
Industry Financial Services
Experience
Macquarie Securities Group 2010 - Present
Macquarie Group 2010 - 2011
Citadel Investment Group 2008 - 2010
J.P. Morgan July 2005 - February 2008
UBS O'Connor June 2000 - May 2005
Kapitza Institute (Kapitza Institute for Physical Problems) March 1992 - September 1996
Skills
Financial Markets, Statistical Arbitrage, Quantitative Analytics, Quantitative Finance, Hedging, Asset Allocation, Derivatives, Private Equity, Emerging Markets, Portfolio Management, Fixed Income, Financial Analysis, Commodity, High Frequency Trading, Asset Management, Due Diligence, R, Statistical Modeling, Valuation, Applied Mathematics, Alternative Investments, Credit Risk, Financial Modeling, Monte Carlo Simulation, Venture Capital, Matlab, Market Data, Physics, Bonds, Equity Trading, Portfolio Optimization, Risk Management
Education
Northwestern University
Doctor of Philosophy (PhD), Engineering Sciences and Applied Mathematics
Moscow Institute of Physics and Technology (State University) (MIPT) 1988 — 1994
MS, General Physics (FOPF)
CFA Institute
Chartered Financial Analyst (CFA), Finance
Macquarie Securities Group 2010 - Present
Macquarie Group 2010 - 2011
Citadel Investment Group 2008 - 2010
J.P. Morgan July 2005 - February 2008
UBS O'Connor June 2000 - May 2005
Kapitza Institute (Kapitza Institute for Physical Problems) March 1992 - September 1996
Skills
Financial Markets, Statistical Arbitrage, Quantitative Analytics, Quantitative Finance, Hedging, Asset Allocation, Derivatives, Private Equity, Emerging Markets, Portfolio Management, Fixed Income, Financial Analysis, Commodity, High Frequency Trading, Asset Management, Due Diligence, R, Statistical Modeling, Valuation, Applied Mathematics, Alternative Investments, Credit Risk, Financial Modeling, Monte Carlo Simulation, Venture Capital, Matlab, Market Data, Physics, Bonds, Equity Trading, Portfolio Optimization, Risk Management
Education
Northwestern University
Doctor of Philosophy (PhD), Engineering Sciences and Applied Mathematics
Moscow Institute of Physics and Technology (State University) (MIPT) 1988 — 1994
MS, General Physics (FOPF)
CFA Institute
Chartered Financial Analyst (CFA), Finance
Irina Bauer Irina Bauer's Macquarie Group Experience March 2015 - Present
Job DoddFrank Testing
Industry Financial Services
Experience
Macquarie Group March 2015 - Present
National Futures Association September 2013 - February 2015
Credit Suisse June 2012 - April 2013
OBEX Group, LLC November 2011 - May 2012
The Regulatory Fundamentals Group June 2011 - November 2011
Thacher Proffitt & Wood April 2007 - November 2008
Skills
Securities Regulation, Securities, Legal Writing, Legal Research, Due Diligence, Corporate Governance, AML, Hedge Funds, Corporate Law, Westlaw, Capital Markets, Financial Regulation, Dodd-Frank, FINRA, Legal Compliance, Derivatives, OFAC, Litigation, USA PATRIOT Act, KYC, FCPA, Investment Advisers Act, ISDA, SEC, Anti Money Laundering
Education
New York Law School 2009 — 2013
Doctor of Law (JD), Financial Services Law
Yeshiva University 2003 — 2007
Bachelor of Arts (B.A.), Political Science, Cum Laude
Macquarie Group March 2015 - Present
National Futures Association September 2013 - February 2015
Credit Suisse June 2012 - April 2013
OBEX Group, LLC November 2011 - May 2012
The Regulatory Fundamentals Group June 2011 - November 2011
Thacher Proffitt & Wood April 2007 - November 2008
Skills
Securities Regulation, Securities, Legal Writing, Legal Research, Due Diligence, Corporate Governance, AML, Hedge Funds, Corporate Law, Westlaw, Capital Markets, Financial Regulation, Dodd-Frank, FINRA, Legal Compliance, Derivatives, OFAC, Litigation, USA PATRIOT Act, KYC, FCPA, Investment Advisers Act, ISDA, SEC, Anti Money Laundering
Education
New York Law School 2009 — 2013
Doctor of Law (JD), Financial Services Law
Yeshiva University 2003 — 2007
Bachelor of Arts (B.A.), Political Science, Cum Laude
Joe Wong, CFA Joe Wong, CFA's Macquarie Group Experience December 1991 - July 1996
Job Experienced Investment Analyst and Portfolio Manager
Industry Investment Management
Experience
BlackRock March 2011 - Present
QS Investors, LLC August 2010 - March 2011
Deutsche Asset Management December 1997 - July 2010
Macquarie Group December 1991 - July 1996
Skills
Asset Allocation, Portfolio Management, Investments, Fixed Income, Quantitative Analytics, Portfolio Optimization, Financial Risk, Investment Strategies, Quantitative Analysis, Hedge Funds, Mutual Funds, ETFs, Derivatives, Valuation, Financial Modeling, Quantitative Finance, Risk, Risk Models
Education
University of New South Wales 1994 — 1995
Master of Commerce, Econometrics and Finance
Macquarie University 1989 — 1991
Bachelor of Economics, Actuarial Studies
BlackRock March 2011 - Present
QS Investors, LLC August 2010 - March 2011
Deutsche Asset Management December 1997 - July 2010
Macquarie Group December 1991 - July 1996
Skills
Asset Allocation, Portfolio Management, Investments, Fixed Income, Quantitative Analytics, Portfolio Optimization, Financial Risk, Investment Strategies, Quantitative Analysis, Hedge Funds, Mutual Funds, ETFs, Derivatives, Valuation, Financial Modeling, Quantitative Finance, Risk, Risk Models
Education
University of New South Wales 1994 — 1995
Master of Commerce, Econometrics and Finance
Macquarie University 1989 — 1991
Bachelor of Economics, Actuarial Studies
Sonia Chand's Macquarie Group Experience February 2014 - July 2014
Job Aspiring Author
Industry Law Practice
Experience
Law Office of Sonia K. Chand December 2014 - June 2015
Macquarie Group February 2014 - July 2014
Bank of America/ Merrill Lynch January 2013 - July 2013
New York Law School August 2011 - May 2013
Nomura Securities International September 2012 - December 2012
Bank of America June 2012 - August 2012
Skills
Legal Issues, Legal Advice, Hearings, Trials, Special Education Law, Due Process Hearings, IEP meetings, Civil Litigation
Education
New York Law School 2011 — 2013
LLM, Financial Services
Thomas M. Cooley Law School 2006 — 2009
J.D., Law
Purdue University 2001 — 2004
B.A., Law and Society
Law Office of Sonia K. Chand December 2014 - June 2015
Macquarie Group February 2014 - July 2014
Bank of America/ Merrill Lynch January 2013 - July 2013
New York Law School August 2011 - May 2013
Nomura Securities International September 2012 - December 2012
Bank of America June 2012 - August 2012
Skills
Legal Issues, Legal Advice, Hearings, Trials, Special Education Law, Due Process Hearings, IEP meetings, Civil Litigation
Education
New York Law School 2011 — 2013
LLM, Financial Services
Thomas M. Cooley Law School 2006 — 2009
J.D., Law
Purdue University 2001 — 2004
B.A., Law and Society
Cody Watson Cody Watson's Macquarie Group Experience September 2011 - December 2011
Job Associate at Colliers Calgary
Industry Commercial Real Estate
Experience
Colliers International Canada January 2012 - Present
Macquarie Group September 2011 - December 2011
TD May 2010 - September 2010
ATCO Group September 2007 - September 2008
Skills
Commercial Real Estate, Corporate Real Estate, Real Estate Transactions, Real Estate, Financial Modeling, Real Estate Economics, Real Estate Development, Lease Negotiations, Tenant, Landlords, Leases, Financial Analysis, Equity Valuation, Valuation, Finance, Due Diligence, Investment Banking, Bloomberg, Equities
Education
The University of Lethbridge 2008 — 2011
Bachelor of Commerce (B.Com.), Finance, General
Lord Beaverbrook
Mount Royal College
Colliers International Canada January 2012 - Present
Macquarie Group September 2011 - December 2011
TD May 2010 - September 2010
ATCO Group September 2007 - September 2008
Skills
Commercial Real Estate, Corporate Real Estate, Real Estate Transactions, Real Estate, Financial Modeling, Real Estate Economics, Real Estate Development, Lease Negotiations, Tenant, Landlords, Leases, Financial Analysis, Equity Valuation, Valuation, Finance, Due Diligence, Investment Banking, Bloomberg, Equities
Education
The University of Lethbridge 2008 — 2011
Bachelor of Commerce (B.Com.), Finance, General
Lord Beaverbrook
Mount Royal College
David Weinfeld David Weinfeld's Macquarie Group Experience May 2013 - August 2013
Job Associate at Paul, Weiss, Rifkind, Wharton & Garrison LLP
Industry Law Practice
Experience
Paul, Weiss, Rifkind, Wharton & Garrison LLP September 2014 - Present
Macquarie Group May 2013 - August 2013
Superior Court of New Jersey May 2012 - August 2012
Superior Court of New Jersey December 2010 - August 2011
Education
New York Law School 2011 — 2014
Juris Doctor, Summa Cum Laude
Penn State University 2006 — 2010
Bachelor of Science (B.S.), Economics
Paul, Weiss, Rifkind, Wharton & Garrison LLP September 2014 - Present
Macquarie Group May 2013 - August 2013
Superior Court of New Jersey May 2012 - August 2012
Superior Court of New Jersey December 2010 - August 2011
Education
New York Law School 2011 — 2014
Juris Doctor, Summa Cum Laude
Penn State University 2006 — 2010
Bachelor of Science (B.S.), Economics
Rochester Cahan Rochester Cahan's Macquarie Group Experience January 2009 - October 2009
Job US Strategist at Empirical Research Partners
Industry Investment Banking
Experience
Empirical Research Partners September 2013 - Present
Deutsche Bank October 2009 - September 2013
Macquarie Group January 2009 - October 2009
Macquarie Group June 2008 - December 2008
Citigroup November 2003 - June 2008
Skills
Risk Management, Equities, Investment Strategies, Quantitative Research, Portfolio Management, Quantitative Analytics, Hedge Funds, Bloomberg, Financial Markets, Asset Managment, Equity Derivatives, Asset Management, Fixed Income, Derivatives, Investments, Capital Markets, Quant Finance, Asset Allocation, Financial Modeling, FX Options, Trading
Education
Massey University 2000 — 2003
BBS/BSc, Finance/Mathematical Physics
Empirical Research Partners September 2013 - Present
Deutsche Bank October 2009 - September 2013
Macquarie Group January 2009 - October 2009
Macquarie Group June 2008 - December 2008
Citigroup November 2003 - June 2008
Skills
Risk Management, Equities, Investment Strategies, Quantitative Research, Portfolio Management, Quantitative Analytics, Hedge Funds, Bloomberg, Financial Markets, Asset Managment, Equity Derivatives, Asset Management, Fixed Income, Derivatives, Investments, Capital Markets, Quant Finance, Asset Allocation, Financial Modeling, FX Options, Trading
Education
Massey University 2000 — 2003
BBS/BSc, Finance/Mathematical Physics
Michael Weidner, CPA's Macquarie Group Experience June 2013 - Present
Job Manager at Macquarie Group
Industry Banking
Experience
Macquarie Group June 2013 - Present
Crowe Horwath LLP January 2012 - June 2013
Crowe Horwath LLP June 2009 - December 2011
Hays & Company LLP September 2006 - May 2009
Skills
SEC filings, Private Equity, Investment Properties, Biopharmaceuticals, Assurance, Investments, SEC, US GAAP, Auditing, Financial Reporting, Due Diligence, Accounting, External Audit, Financial Statements, CPA, Business Valuation, Finance, Financial Analysis, Mergers, Financial Accounting, GAAP, Financial Modeling, Investment Banking
Education
Loyola University Maryland 2002 — 2006
BBA, Accounting
Macquarie Group June 2013 - Present
Crowe Horwath LLP January 2012 - June 2013
Crowe Horwath LLP June 2009 - December 2011
Hays & Company LLP September 2006 - May 2009
Skills
SEC filings, Private Equity, Investment Properties, Biopharmaceuticals, Assurance, Investments, SEC, US GAAP, Auditing, Financial Reporting, Due Diligence, Accounting, External Audit, Financial Statements, CPA, Business Valuation, Finance, Financial Analysis, Mergers, Financial Accounting, GAAP, Financial Modeling, Investment Banking
Education
Loyola University Maryland 2002 — 2006
BBA, Accounting
Louis Baltimore Louis Baltimore's Macquarie Group Experience October 2011 - September 2014
Job Investor Relations at Cimarex Energy
Industry Oil & Energy
Experience
Cimarex Energy September 2014 - Present
Macquarie Group October 2011 - September 2014
Homeland Energy July 2010 - October 2011
Axia Associates June 2009 - August 2009
First New York Securities June 2005 - March 2008
WH Trading June 2004 - August 2004
Skills
Valuation, Financial Modeling, Energy, Equity Research, Equities, Oil & Gas Exploration, Private Equity, Financial Markets, Analysis, Strategy, Due Diligence, Investments, Business Strategy, Trading, Finance, Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2010
MBA, Track in Finance
Wesleyan University 2002 — 2005
Bachelor of Arts, Economics
Wyoming Seminary
Wyoming Seminary
Wyoming Seminary
Wyoming Seminary
Cimarex Energy September 2014 - Present
Macquarie Group October 2011 - September 2014
Homeland Energy July 2010 - October 2011
Axia Associates June 2009 - August 2009
First New York Securities June 2005 - March 2008
WH Trading June 2004 - August 2004
Skills
Valuation, Financial Modeling, Energy, Equity Research, Equities, Oil & Gas Exploration, Private Equity, Financial Markets, Analysis, Strategy, Due Diligence, Investments, Business Strategy, Trading, Finance, Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2010
MBA, Track in Finance
Wesleyan University 2002 — 2005
Bachelor of Arts, Economics
Wyoming Seminary
Wyoming Seminary
Wyoming Seminary
Wyoming Seminary
Crystal Marigliano's Macquarie Group Experience August 2014 - Present
Job Leveraged Finance Trader
Industry Financial Services
Experience
Macquarie Group August 2014 - Present
O’Neill Properties Group April 2014 - August 2014
JPMorgan Chase August 2012 - April 2014
JPMorgan Chase June 2012 - August 2012
DPSG July 2009 - June 2012
DPSG May 2008 - August 2008
Skills
Financial Analysis, Corporate Finance, Financial Accounting, Microsoft Office, Microsoft Excel, Marketing, Sales, Finance, Management, Analysis, Customer Service, Mergers, Leadership, PowerPoint, Investments, Due Diligence, Business Development, Team Building, Training, Time Management
Education
La Salle University 2011 — 2013
Master of Business Administration (MBA), Finance, General, 3.8
Penn State University 2005 — 2009
Advertising/Marketing
Macquarie Group August 2014 - Present
O’Neill Properties Group April 2014 - August 2014
JPMorgan Chase August 2012 - April 2014
JPMorgan Chase June 2012 - August 2012
DPSG July 2009 - June 2012
DPSG May 2008 - August 2008
Skills
Financial Analysis, Corporate Finance, Financial Accounting, Microsoft Office, Microsoft Excel, Marketing, Sales, Finance, Management, Analysis, Customer Service, Mergers, Leadership, PowerPoint, Investments, Due Diligence, Business Development, Team Building, Training, Time Management
Education
La Salle University 2011 — 2013
Master of Business Administration (MBA), Finance, General, 3.8
Penn State University 2005 — 2009
Advertising/Marketing
Kathleen Gauronskas's Macquarie Group Experience 2011 - 2013
Job IT Professional Business Analysis, Testing, Release Management
Industry Information Technology and Services
Experience
Southeastern Michigan April 2013 - Present
Macquarie Group 2011 - 2013
IBM July 2006 - January 2011
VARIOUS CONSULTING ENGAGEMENTS November 2002 - June 2006
Kelly Services July 1997 - January 2002
Skills
Business Analysis, Testing, Project Management
Education
Michigan State University
Bachelor of Arts (BA), Accounting
University of Detroit Mercy
Master of Business Administration (MBA)
Southeastern Michigan April 2013 - Present
Macquarie Group 2011 - 2013
IBM July 2006 - January 2011
VARIOUS CONSULTING ENGAGEMENTS November 2002 - June 2006
Kelly Services July 1997 - January 2002
Skills
Business Analysis, Testing, Project Management
Education
Michigan State University
Bachelor of Arts (BA), Accounting
University of Detroit Mercy
Master of Business Administration (MBA)
Jaymin Patel Jaymin Patel's Macquarie Group Experience January 2012 - August 2012
Job Director of Wintel/Virtulization Engineering at DTCC
Industry Financial Services
Experience
DTCC August 2012 - Present
Macquarie Group January 2012 - August 2012
Macquarie Group 2010 - 2011
JP Morgan Chase June 2008 - November 2009
Bear Stearns May 1999 - June 2008
Bear Stearns November 1997 - May 1999
Smith Barney September 1996 - October 1997
Skills
Program Management, Data Center, IT Management, VMware, Servers, Management, Strategy, Infrastructure, Storage, Trading Systems, Fixed Income, Equities, Electronic Trading, Investment Banking, Capital Markets
Education
New York Institute of Technology 1983 — 1989
Kendriya Vidyalaya 1970 — 1980
PSG Seminar
DTCC August 2012 - Present
Macquarie Group January 2012 - August 2012
Macquarie Group 2010 - 2011
JP Morgan Chase June 2008 - November 2009
Bear Stearns May 1999 - June 2008
Bear Stearns November 1997 - May 1999
Smith Barney September 1996 - October 1997
Skills
Program Management, Data Center, IT Management, VMware, Servers, Management, Strategy, Infrastructure, Storage, Trading Systems, Fixed Income, Equities, Electronic Trading, Investment Banking, Capital Markets
Education
New York Institute of Technology 1983 — 1989
Kendriya Vidyalaya 1970 — 1980
PSG Seminar
Yilun Zhou's Macquarie Group Experience April 2014 - June 2014
Job Student at Massachusetts Institute of Technology
Industry
Experience
Macquarie Group April 2014 - June 2014
China International Fund Management Co., Ltd July 2013 - August 2013
Morgan Stanley Huaxin Securities January 2013 - February 2013
Education
Massachusetts Institute of Technology 2014 — 2015
Master of Finance, Finance, General
Peking University 2010 — 2014
Bachelor of Science (B.S.), Finance, 3.77
Macquarie Group April 2014 - June 2014
China International Fund Management Co., Ltd July 2013 - August 2013
Morgan Stanley Huaxin Securities January 2013 - February 2013
Education
Massachusetts Institute of Technology 2014 — 2015
Master of Finance, Finance, General
Peking University 2010 — 2014
Bachelor of Science (B.S.), Finance, 3.77
James Meltzer's Macquarie Group Experience January 2010 - October 2013
Job Senior Vice President at Richardson GMP Limited
Industry Financial Services
Experience
Richardson GMP November 2013 - Present
Macquarie Group January 2010 - October 2013
Blackmont Capital Inc. April 2007 - December 2009
Blackmont Capital Inc. January 2003 - April 2007
Yorkton Securities 1998 - 2002
Marleau, Lemire Securities Inc. 1993 - 1998
Skills
Wealth Management, Equities, Asset Management, Investments, Retirement, Financial Planning, Risk Management, Strategic Financial..., Asset Managment, Bonds, Securities, Private Equity, Investment Strategies, Investment Advisory, Mergers & Acquisitions, Due Diligence, Financial Analysis, Financial Risk, Finance, Alternative Investments, Fixed Income, Mutual Funds, Capital Markets, Asset Allocation
Education
McGill University 1987 — 1990
Bachelor of Commerce (B.Com.)
Bialik High School 1980 — 1985
Richardson GMP November 2013 - Present
Macquarie Group January 2010 - October 2013
Blackmont Capital Inc. April 2007 - December 2009
Blackmont Capital Inc. January 2003 - April 2007
Yorkton Securities 1998 - 2002
Marleau, Lemire Securities Inc. 1993 - 1998
Skills
Wealth Management, Equities, Asset Management, Investments, Retirement, Financial Planning, Risk Management, Strategic Financial..., Asset Managment, Bonds, Securities, Private Equity, Investment Strategies, Investment Advisory, Mergers & Acquisitions, Due Diligence, Financial Analysis, Financial Risk, Finance, Alternative Investments, Fixed Income, Mutual Funds, Capital Markets, Asset Allocation
Education
McGill University 1987 — 1990
Bachelor of Commerce (B.Com.)
Bialik High School 1980 — 1985
Spencer Lunghino Spencer Lunghino's Macquarie Group Experience July 2013 - August 2014
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities September 2014 - Present
Macquarie Group July 2013 - August 2014
Macquarie Group May 2012 - August 2012
Skills
Investment Banking, Mergers, Leveraged Finance
Education
Middlebury College 2009 — 2013
Bachelor of Arts (B.A.), Mathematics, Summa Cum Laude
Oxford University 2011 — 2011
Study Abroad, Mathematics
The Bolles School 2005 — 2009
Wells Fargo Securities September 2014 - Present
Macquarie Group July 2013 - August 2014
Macquarie Group May 2012 - August 2012
Skills
Investment Banking, Mergers, Leveraged Finance
Education
Middlebury College 2009 — 2013
Bachelor of Arts (B.A.), Mathematics, Summa Cum Laude
Oxford University 2011 — 2011
Study Abroad, Mathematics
The Bolles School 2005 — 2009
Elyse Cusack Elyse Cusack's Macquarie Group Experience February 2007 - December 2009
Job Marketing Professional
Industry Marketing and Advertising
Experience
Australian National University February 2014 - January 2015
Pinnacle Investment Management July 2013 - February 2014
Colonial First State Global Asset Management September 2010 - July 2013
Macquarie Group February 2007 - December 2009
Gresham Partners August 2005 - February 2007
Skills
PowerPoint, Event Management, Office Administration, Microsoft Word, Microsoft Excel, Spreadsheets, Social Media, Administrative..., Lotus Notes, Stakeholder Management, Online Campaign..., Adobe Creative Suite, Travel Arrangements, Marketing, Marketing Material..., HTML, Microsoft Office, Roadshows, Database Administration, Adobe Acrobat, PeopleSoft, Social Media Marketing, Content Management, Diary Management
Education
Macquarie University 2010 — 2012
Bachelor of Commerce (BCom), Marketing, 3.6
Australian National University February 2014 - January 2015
Pinnacle Investment Management July 2013 - February 2014
Colonial First State Global Asset Management September 2010 - July 2013
Macquarie Group February 2007 - December 2009
Gresham Partners August 2005 - February 2007
Skills
PowerPoint, Event Management, Office Administration, Microsoft Word, Microsoft Excel, Spreadsheets, Social Media, Administrative..., Lotus Notes, Stakeholder Management, Online Campaign..., Adobe Creative Suite, Travel Arrangements, Marketing, Marketing Material..., HTML, Microsoft Office, Roadshows, Database Administration, Adobe Acrobat, PeopleSoft, Social Media Marketing, Content Management, Diary Management
Education
Macquarie University 2010 — 2012
Bachelor of Commerce (BCom), Marketing, 3.6
Michael Chewning Michael Chewning's Macquarie Group Experience September 2009 - December 2010
Job Regional Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds August 2012 - Present
5280 Beef®/5280 Land & Cattle Co. LLC March 2012 - August 2013
Wm Smith & Co. February 2011 - March 2012
Macquarie Group September 2009 - December 2010
Tristone Capital (acquired by Macquarie) January 2007 - August 2009
Petrie Parkman & Co. (acquired by Merrill Lynch) April 2006 - December 2006
Morgan Keegan 2000 - 2006
HSBC Securities 1999 - 2000
OppenheimerFunds 1995 - 1999
Education
Seton Hall University 1990 — 1993
Bachelor of Science, Marketing
Monmouth University 1989 — 1990
OppenheimerFunds August 2012 - Present
5280 Beef®/5280 Land & Cattle Co. LLC March 2012 - August 2013
Wm Smith & Co. February 2011 - March 2012
Macquarie Group September 2009 - December 2010
Tristone Capital (acquired by Macquarie) January 2007 - August 2009
Petrie Parkman & Co. (acquired by Merrill Lynch) April 2006 - December 2006
Morgan Keegan 2000 - 2006
HSBC Securities 1999 - 2000
OppenheimerFunds 1995 - 1999
Education
Seton Hall University 1990 — 1993
Bachelor of Science, Marketing
Monmouth University 1989 — 1990
James Ahlum James Ahlum's Macquarie Group Experience June 2011 - August 2011
Job Analyst Aladdin & Technology at BlackRock
Industry Computer Software
Experience
BlackRock August 2012 - Present
Macquarie Group June 2011 - August 2011
Air Products and Chemicals May 2010 - August 2010
Target May 2008 - August 2009
Skills
Programming, Java, Objective-C, Cocoa Touch, C++, C, SQL, JDBC, Spring, Swing, JavaScript, HTML, CSS, Python, Microsoft Office, Customer Service
Education
Lehigh University 2011 — 2012
Master of Science (M.S.), Computer Science, 3.86
Lehigh University 2007 — 2011
Bachelor of Science (B.S.), Computer Science, 3.95
Lehigh University 2007 — 2011
Bachelor of Science (B.S.), Integrated Business & Engineering, 3.95
BlackRock August 2012 - Present
Macquarie Group June 2011 - August 2011
Air Products and Chemicals May 2010 - August 2010
Target May 2008 - August 2009
Skills
Programming, Java, Objective-C, Cocoa Touch, C++, C, SQL, JDBC, Spring, Swing, JavaScript, HTML, CSS, Python, Microsoft Office, Customer Service
Education
Lehigh University 2011 — 2012
Master of Science (M.S.), Computer Science, 3.86
Lehigh University 2007 — 2011
Bachelor of Science (B.S.), Computer Science, 3.95
Lehigh University 2007 — 2011
Bachelor of Science (B.S.), Integrated Business & Engineering, 3.95
Joe Metzger Joe Metzger's Macquarie Group Experience July 2011 - April 2012
Job Director, M&A and Corporate Development at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2012 - Present
Macquarie Group July 2011 - April 2012
Freeman & Co. March 2008 - July 2011
Skills
Investment Banking, Corporate Development, M&A experience, Financial Institutions, Corporate Finance, Financial Modeling, Valuation, Due Diligence, Capital Markets, Private Equity, Alternative Investments, Microsoft Excel, PowerPoint, Bloomberg, SNL, Finance, Mergers & Acquisitions
Education
New York University 2002 — 2006
B.A., Political Science
The Browning School 1989 — 2002
Elementary - High School
TIAA-CREF May 2012 - Present
Macquarie Group July 2011 - April 2012
Freeman & Co. March 2008 - July 2011
Skills
Investment Banking, Corporate Development, M&A experience, Financial Institutions, Corporate Finance, Financial Modeling, Valuation, Due Diligence, Capital Markets, Private Equity, Alternative Investments, Microsoft Excel, PowerPoint, Bloomberg, SNL, Finance, Mergers & Acquisitions
Education
New York University 2002 — 2006
B.A., Political Science
The Browning School 1989 — 2002
Elementary - High School
Rory O'Connor's Macquarie Group Experience May 2012 - October 2013
Job Portfolio Manager, Senior Vice President at Richardson GMP
Industry Investment Management
Experience
Richardson GMP November 2013 - Present
Macquarie Group May 2012 - October 2013
Richardson GMP Limited April 2007 - June 2012
CIBC Wood Gundy January 2001 - April 2007
Merrill Lynch May 1999 - January 2001
Skills
Portfolio Management, Asset Allocation, Risk Management, Due Diligence, Business Operations, Corporate, Trust and..., Tax Management, Hedge Funds, Private Equity, Investments, Estate Planning, Wealth, Fixed Income, Investment Strategies, Financial Advisory, Alternative Investments, Investment Advisory, Wealth Management
Education
Canadian Securities Institute 2011 — 2012
Chartered Investment Manager, Portfolio Management
Mercyhurst College 1996 — 1999
Business Management
St. Andrews College 1995 — 1996
BA, Business Management
St. Thomas More 1990 — 1994
High School Diploma, General Studies
Richardson GMP November 2013 - Present
Macquarie Group May 2012 - October 2013
Richardson GMP Limited April 2007 - June 2012
CIBC Wood Gundy January 2001 - April 2007
Merrill Lynch May 1999 - January 2001
Skills
Portfolio Management, Asset Allocation, Risk Management, Due Diligence, Business Operations, Corporate, Trust and..., Tax Management, Hedge Funds, Private Equity, Investments, Estate Planning, Wealth, Fixed Income, Investment Strategies, Financial Advisory, Alternative Investments, Investment Advisory, Wealth Management
Education
Canadian Securities Institute 2011 — 2012
Chartered Investment Manager, Portfolio Management
Mercyhurst College 1996 — 1999
Business Management
St. Andrews College 1995 — 1996
BA, Business Management
St. Thomas More 1990 — 1994
High School Diploma, General Studies
Rajan Chugh Rajan Chugh's Macquarie Group Experience October 2012 - February 2014
Job PeopleSoft Developer at ISO
Industry Information Technology and Services
Experience
ISO March 2014 - Present
Macquarie Group October 2012 - February 2014
InterContinental Hotels Group September 2010 - September 2012
HCL Technologies February 2010 - September 2012
Canara Bank March 2010 - September 2010
US Foods February 2010 - March 2010
Cognizant Technology Solutions 2007 - February 2010
Spice Digital January 2007 - June 2007
Skills
PeopleSoft, Accounts Payable, Training, Oracle, Business Analysis, ERP, Oracle Applications, Requirements Analysis, PeopleTools, Requirements Gathering, SDLC, PL/SQL, Business Process..., Finance, Business Intelligence, Production Support, PeopleCode, SQL, Crystal Reports, SQR, Data Warehousing, Human Resources
Education
Indiian Institute Of Foreign Trade (IIFT) 2010 — 2012
Master of Business Administration (MBA), International Business
Maharshi Dayanand University 2003 — 2007
B.Tech, Computers
Kendriya Vidyalaya
ISO March 2014 - Present
Macquarie Group October 2012 - February 2014
InterContinental Hotels Group September 2010 - September 2012
HCL Technologies February 2010 - September 2012
Canara Bank March 2010 - September 2010
US Foods February 2010 - March 2010
Cognizant Technology Solutions 2007 - February 2010
Spice Digital January 2007 - June 2007
Skills
PeopleSoft, Accounts Payable, Training, Oracle, Business Analysis, ERP, Oracle Applications, Requirements Analysis, PeopleTools, Requirements Gathering, SDLC, PL/SQL, Business Process..., Finance, Business Intelligence, Production Support, PeopleCode, SQL, Crystal Reports, SQR, Data Warehousing, Human Resources
Education
Indiian Institute Of Foreign Trade (IIFT) 2010 — 2012
Master of Business Administration (MBA), International Business
Maharshi Dayanand University 2003 — 2007
B.Tech, Computers
Kendriya Vidyalaya
Randy Klafehn's Macquarie Group Experience June 2013 - Present
Job VP Desktop Services & Market Data Systems
Industry Financial Services
Experience
Macquarie Group June 2013 - Present
Gleacher & Company March 2005 - May 2013
Citadel LLC July 2004 - March 2005
Robertson Stephens March 1998 - March 2003
Skills
Trading Systems, Fixed Income Technology, Desktop Administration, Desktop Support..., Help Desk Support, Application support, Market Data, Market Data Systems, Vendor Management, Bloomberg Administrator, Equity Trading, Bloomberg, Fixed Income, Equities, Financial Markets, Electronic Trading, Investment Banking, Trading, Investments, Risk Management, Project management, Contract Management, Server Administration, FINRA, Project Management, Management
Education
Monterey Peninsula College
Macquarie Group June 2013 - Present
Gleacher & Company March 2005 - May 2013
Citadel LLC July 2004 - March 2005
Robertson Stephens March 1998 - March 2003
Skills
Trading Systems, Fixed Income Technology, Desktop Administration, Desktop Support..., Help Desk Support, Application support, Market Data, Market Data Systems, Vendor Management, Bloomberg Administrator, Equity Trading, Bloomberg, Fixed Income, Equities, Financial Markets, Electronic Trading, Investment Banking, Trading, Investments, Risk Management, Project management, Contract Management, Server Administration, FINRA, Project Management, Management
Education
Monterey Peninsula College
Kory Grant Kory Grant's Macquarie Group Experience May 2013 - February 2015
Job SVP SalesAlternative Markets, Creekridge Capital
Industry Financial Services
Experience
Creekridge Capital February 2015 - Present
Macquarie Group May 2013 - February 2015
U.S. Bancorp Equipment Finance 2008 - May 2013
US Bank 2004 - 2008
U.S. Bank 2002 - 2004
Skills
Sales Management, New Business Development, Account Management, Strategic Planning, Credit, Negotiation, Solution Selling, Sales Process, Direct Sales, Sales, Portfolio Management, Pricing, Contract Negotiation, Forecasting, Relationship Management, CRM
Education
Sanborn Public High School
Minnesota State University, Mankato
Creekridge Capital February 2015 - Present
Macquarie Group May 2013 - February 2015
U.S. Bancorp Equipment Finance 2008 - May 2013
US Bank 2004 - 2008
U.S. Bank 2002 - 2004
Skills
Sales Management, New Business Development, Account Management, Strategic Planning, Credit, Negotiation, Solution Selling, Sales Process, Direct Sales, Sales, Portfolio Management, Pricing, Contract Negotiation, Forecasting, Relationship Management, CRM
Education
Sanborn Public High School
Minnesota State University, Mankato
Yingting (Katherine) Mou's Macquarie Group Experience November 2010 - January 2011
Job Associate/Risk Analyst II at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2014 - Present
Sichuan Trust Co., Ltd. June 2012 - July 2012
SHINEWING CPA Limited January 2011 - March 2011
Macquarie Group November 2010 - January 2011
Sinolink Securities Co., Ltd. July 2010 - August 2010
Skills
SAS, Microsoft Office, Microsoft Excel, Microsoft Word, MATLAB, C++, EViews, Visual Basics, Bloomberg, Visual Basic, Matlab, Finance, Eviews, VBA, Due Diligence, Analytics, Access, Auditing, Statistics, Trading, Quantitative Finance, Analysis, Time Series Analysis, Bloomberg Terminal, Economics, Financial Modeling, Quantitative Analytics, Econometrics, R, Monte Carlo Simulation
Education
University of Chicago 2013 — 2014
Master of Science (MS), Financial Mathematics
Lehigh University 2011 — 2013
Master of Science (M.S.), Analytical Finance, 3.87
Southwestern University of Finance and Economics 2007 — 2011
Bachelor's degree, Financial Engineering, 3.76
JPMorgan Chase August 2014 - Present
Sichuan Trust Co., Ltd. June 2012 - July 2012
SHINEWING CPA Limited January 2011 - March 2011
Macquarie Group November 2010 - January 2011
Sinolink Securities Co., Ltd. July 2010 - August 2010
Skills
SAS, Microsoft Office, Microsoft Excel, Microsoft Word, MATLAB, C++, EViews, Visual Basics, Bloomberg, Visual Basic, Matlab, Finance, Eviews, VBA, Due Diligence, Analytics, Access, Auditing, Statistics, Trading, Quantitative Finance, Analysis, Time Series Analysis, Bloomberg Terminal, Economics, Financial Modeling, Quantitative Analytics, Econometrics, R, Monte Carlo Simulation
Education
University of Chicago 2013 — 2014
Master of Science (MS), Financial Mathematics
Lehigh University 2011 — 2013
Master of Science (M.S.), Analytical Finance, 3.87
Southwestern University of Finance and Economics 2007 — 2011
Bachelor's degree, Financial Engineering, 3.76
Saskia Rojas Saskia Rojas's Macquarie Group Experience June 2011 - Present
Job Executive Assistant, Equity Research at Macquarie Capital (USA) Inc.
Industry Financial Services
Experience
Macquarie Group June 2011 - Present
UBS Investment Bank November 2010 - March 2011
Rochdale Securities May 2008 - May 2010
Michael Page International, USA & Canada August 2006 - May 2008
Skills
Administrative..., Microsoft Excel, Microsoft Office, Equity Research, PowerPoint, Office Management
Education
Manhattanville College 2012 — 2014
Bachelor of Arts (BA), Communication, General
Universidad del Sagrado Corazón 1996 — 2001
BA, Communications
Macquarie Group June 2011 - Present
UBS Investment Bank November 2010 - March 2011
Rochdale Securities May 2008 - May 2010
Michael Page International, USA & Canada August 2006 - May 2008
Skills
Administrative..., Microsoft Excel, Microsoft Office, Equity Research, PowerPoint, Office Management
Education
Manhattanville College 2012 — 2014
Bachelor of Arts (BA), Communication, General
Universidad del Sagrado Corazón 1996 — 2001
BA, Communications
Victor H. Maldonado, PMP Victor H. Maldonado, PMP's Macquarie Group Experience February 2014 - Present
Job Senior Project Manager at Macquarie Group
Industry Investment Banking
Experience
Macquarie Group February 2014 - Present
MultiPlan January 2013 - December 2013
Bridgewater Associates September 2010 - June 2011
NYC Department of Education January 2010 - September 2010
AIG March 2008 - December 2009
Group Health Incorporated February 2007 - March 2008
Viacom October 2006 - February 2007
Business Objects 2001 - 2004
General Motors Corporation 1999 - 2001
Zurich Scudder Investments 1990 - 1995
Skills
Strategy, SDLC, Project Management, Program Management, CRM, PMO, Leadership, Business Process, ERP, Cross-functional Team..., Business Analysis, Vendor Management, Interviews, Integration, Process Improvement, Business Intelligence, PMP, IT Strategy
Education
New York University 1991 — 1996
Macquarie Group February 2014 - Present
MultiPlan January 2013 - December 2013
Bridgewater Associates September 2010 - June 2011
NYC Department of Education January 2010 - September 2010
AIG March 2008 - December 2009
Group Health Incorporated February 2007 - March 2008
Viacom October 2006 - February 2007
Business Objects 2001 - 2004
General Motors Corporation 1999 - 2001
Zurich Scudder Investments 1990 - 1995
Skills
Strategy, SDLC, Project Management, Program Management, CRM, PMO, Leadership, Business Process, ERP, Cross-functional Team..., Business Analysis, Vendor Management, Interviews, Integration, Process Improvement, Business Intelligence, PMP, IT Strategy
Education
New York University 1991 — 1996
Mark Nuppnau M.S.T. Mark Nuppnau M.S.T.'s Macquarie Group Experience May 2014 - April 2015
Job Senior Associate Reporting Analyst at Huntington Technology Finance
Industry Financial Services
Experience
Huntington National Bank April 2015 - Present
Macquarie Group May 2014 - April 2015
Macquarie Group October 2011 - May 2014
Godfrey Hammel, Danneels & Company, PC January 2011 - April 2011
Thomson Tax & Accounting December 2007 - April 2009
Skills
Income Tax, Strategic Planning, Tax, Tax Accounting, Accounting, Corporate Tax, Auditing, Financial Reporting, Tax Preparation, Tax Research
Education
Walsh College 2007 — 2011
Master of Science in Taxation; Bachelor of Accountancy, Taxation
Macomb Community College 2005 — 2007
Huntington National Bank April 2015 - Present
Macquarie Group May 2014 - April 2015
Macquarie Group October 2011 - May 2014
Godfrey Hammel, Danneels & Company, PC January 2011 - April 2011
Thomson Tax & Accounting December 2007 - April 2009
Skills
Income Tax, Strategic Planning, Tax, Tax Accounting, Accounting, Corporate Tax, Auditing, Financial Reporting, Tax Preparation, Tax Research
Education
Walsh College 2007 — 2011
Master of Science in Taxation; Bachelor of Accountancy, Taxation
Macomb Community College 2005 — 2007
Chuck Dale Chuck Dale's Macquarie Group Experience 2002 - 2012
Job Senior Vice President Operations/Syndications
Industry Management Consulting
Experience
CoreTech Leasing, Inc. March 2015 - Present
Dale Franchise Consultants September 2012 - February 2015
Macquarie Group 2002 - 2012
Comdisco Inc. 1992 - 2002
GE Capital/Equitable Lomas Leasing Corporation 1985 - 1992
Ingersoll Rand Financial Corporation 1980 - 1985
Skills
Underwriting, Credit Risk, Credit Analysis, Financial Analysis, Risk Management, International Operations, Portfolio Management, Banking, Strategy, Due Diligence, Credit, Management, Contract Negotiation, Financial Markets, Finance, Financial Risk, Forecasting, Financial Structuring, Corporate Finance, Negotiation, Funding, Mergers & Acquisitions, Business Strategy, Sales, Insurance, Asset Management, Vendor Management, Valuation, Structured Finance, Customer Service, Asset Based Lending, Business Development, Business Analysis, Investment Banking, Investments, Financial Services, Private Equity, Capital Markets, Financial Modeling, Commercial Lending, Restructuring, Executive Management, Loans
Education
Michigan State University
Bachelor's degree, Economics
University of Colorado at Denver
MBA Program, Business Administration and Management, General
University of Detroit Mercy
MBA Program, Business Administration and Management, General
CoreTech Leasing, Inc. March 2015 - Present
Dale Franchise Consultants September 2012 - February 2015
Macquarie Group 2002 - 2012
Comdisco Inc. 1992 - 2002
GE Capital/Equitable Lomas Leasing Corporation 1985 - 1992
Ingersoll Rand Financial Corporation 1980 - 1985
Skills
Underwriting, Credit Risk, Credit Analysis, Financial Analysis, Risk Management, International Operations, Portfolio Management, Banking, Strategy, Due Diligence, Credit, Management, Contract Negotiation, Financial Markets, Finance, Financial Risk, Forecasting, Financial Structuring, Corporate Finance, Negotiation, Funding, Mergers & Acquisitions, Business Strategy, Sales, Insurance, Asset Management, Vendor Management, Valuation, Structured Finance, Customer Service, Asset Based Lending, Business Development, Business Analysis, Investment Banking, Investments, Financial Services, Private Equity, Capital Markets, Financial Modeling, Commercial Lending, Restructuring, Executive Management, Loans
Education
Michigan State University
Bachelor's degree, Economics
University of Colorado at Denver
MBA Program, Business Administration and Management, General
University of Detroit Mercy
MBA Program, Business Administration and Management, General
Zachary K. Elliott Zachary K. Elliott's Macquarie Group Experience June 2012 - August 2012
Job Attorney at Barton Elliott, P.A.
Industry Legal Services
Experience
Barton Elliott, P.A. December 2014 - Present
Cultivar LLC October 2014 - Present
NewOak Capital January 2013 - April 2013
Macquarie Group June 2012 - August 2012
Kings County Superior Court June 2011 - July 2011
Total Quality Logistics January 2009 - October 2009
Indiana Federal Congressional Campaign May 2008 - August 2008
Skills
Legal Research, Legal Writing, Investments, Asset Management, Securities, Research, Finance, Risk Management, Microsoft Office, Microsoft Excel, Real Estate, Microsoft Word, Westlaw, Management, Litigation
Education
New York Law School 2010 — 2013
Juris Doctor
Miami University 2004 — 2008
Bachelor of Science (B.S.), Business/Managerial Economics
Barton Elliott, P.A. December 2014 - Present
Cultivar LLC October 2014 - Present
NewOak Capital January 2013 - April 2013
Macquarie Group June 2012 - August 2012
Kings County Superior Court June 2011 - July 2011
Total Quality Logistics January 2009 - October 2009
Indiana Federal Congressional Campaign May 2008 - August 2008
Skills
Legal Research, Legal Writing, Investments, Asset Management, Securities, Research, Finance, Risk Management, Microsoft Office, Microsoft Excel, Real Estate, Microsoft Word, Westlaw, Management, Litigation
Education
New York Law School 2010 — 2013
Juris Doctor
Miami University 2004 — 2008
Bachelor of Science (B.S.), Business/Managerial Economics
Frank Amico Frank Amico's Macquarie Group Experience January 2013 - January 2013
Job Supply Chain Analyst at B. Braun Medical
Industry
Experience
B. Braun Medical February 2015 - July 2015
Coca Cola Bottling Company Of The Lehigh Valley October 2014 - November 2014
Lafayette College Libary May 2012 - May 2014
BNY Mellon January 2014 - January 2014
Lehigh Valley Economic Development Corp. September 2013 - December 2013
Macquarie Group January 2013 - January 2013
U.S. Bankruptcy Court May 2010 - May 2010
Skills
Social Media, Marketing, Microsoft Excel, PowerPoint, Leadership, Finance, Event Planning, Stata, SAP, Social Media Marketing
Education
Lafayette College 2010 — 2014
Bachelor of Arts (B.A.), Economics
College Year in Athens 2013 — 2013
Study Abroad
Syracuse University in Florence, Italy 2012 — 2012
Study Abroad
Moravian Academy 2006 — 2010
High School
B. Braun Medical February 2015 - July 2015
Coca Cola Bottling Company Of The Lehigh Valley October 2014 - November 2014
Lafayette College Libary May 2012 - May 2014
BNY Mellon January 2014 - January 2014
Lehigh Valley Economic Development Corp. September 2013 - December 2013
Macquarie Group January 2013 - January 2013
U.S. Bankruptcy Court May 2010 - May 2010
Skills
Social Media, Marketing, Microsoft Excel, PowerPoint, Leadership, Finance, Event Planning, Stata, SAP, Social Media Marketing
Education
Lafayette College 2010 — 2014
Bachelor of Arts (B.A.), Economics
College Year in Athens 2013 — 2013
Study Abroad
Syracuse University in Florence, Italy 2012 — 2012
Study Abroad
Moravian Academy 2006 — 2010
High School
Amanda Jesionowski Amanda Jesionowski's Macquarie Group Experience May 2015 - Present
Job Clearing Analyst at Macquarie Futures
Industry Financial Services
Experience
Macquarie Group May 2015 - Present
Macquarie Group July 2014 - May 2015
Rosenthal Collins Group, LLC June 2010 - July 2014
Celtic Cottage/Wm. Simon Jewelers January 2005 - April 2013
Rosenthal Collins Group LLC. May 2008 - June 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Great Plains Software, Customer Service, Sungard GMI, EFS, Editing, PowerPoint, Outlook, Social Media, Data Entry, Sales, Management, PATS, Accounts Payable, Accounts Receivable, Commodity, Trading, Financial Markets, Trading Systems, Options, Electronic Trading, Technical Analysis, Derivatives, Currency, FX Options, Commodity Markets, Analysis, Access, Brokerage, Time Management
Education
Governors State University 2011 — 2014
Bachelor's Degree, Accounting
Moraine Valley Community College 2009 — 2011
Associate's Degree, Accounting
Macquarie Group May 2015 - Present
Macquarie Group July 2014 - May 2015
Rosenthal Collins Group, LLC June 2010 - July 2014
Celtic Cottage/Wm. Simon Jewelers January 2005 - April 2013
Rosenthal Collins Group LLC. May 2008 - June 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Great Plains Software, Customer Service, Sungard GMI, EFS, Editing, PowerPoint, Outlook, Social Media, Data Entry, Sales, Management, PATS, Accounts Payable, Accounts Receivable, Commodity, Trading, Financial Markets, Trading Systems, Options, Electronic Trading, Technical Analysis, Derivatives, Currency, FX Options, Commodity Markets, Analysis, Access, Brokerage, Time Management
Education
Governors State University 2011 — 2014
Bachelor's Degree, Accounting
Moraine Valley Community College 2009 — 2011
Associate's Degree, Accounting
Ben Tabah Ben Tabah's Macquarie Group Experience July 2013 - Present
Job Analyst at Macquarie Group
Industry Investment Banking
Experience
Macquarie Group July 2013 - Present
Edgewood Management July 2012 - August 2012
Ellington Management Group May 2011 - June 2011
Edgewood Management LLC May 2010 - July 2010
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Economics, Valuation
Education
Middlebury College 2009 — 2013
Bachelor's degree, Economics, Mathematics
Macquarie Group July 2013 - Present
Edgewood Management July 2012 - August 2012
Ellington Management Group May 2011 - June 2011
Edgewood Management LLC May 2010 - July 2010
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Economics, Valuation
Education
Middlebury College 2009 — 2013
Bachelor's degree, Economics, Mathematics
Erin Gentry's Macquarie Group Experience June 2011 - May 2013
Job Customer Relationship Operations Specialist at SunPower Corporation
Industry Renewables & Environment
Experience
SunPower Corporation September 2015 - Present
CleanTX February 2013 - Present
energc May 2015 - September 2015
EnerNOC February 2014 - March 2015
Circular Energy May 2013 - February 2014
Macquarie Group June 2011 - May 2013
RRE Austin Solar, LLC October 2010 - June 2011
Diagnostic Professionals Inc. June 2010 - November 2010
Laboratory Corporation of America March 2007 - June 2010
Pure Water Technology Cleveland 2004 - 2006
Skills
New Business Development, Solar Energy, Energy, Business Development, Project Management, Sales, Business Strategy, Customer Service, Microsoft Office, Strategic Planning, Team Building, Marketing, Sustainable Energy, Event Planning, Marketing Strategy, Public Relations
Education
Kent State University 2000 — 2004
Bachelor’s Degree, Public Relations/Journalism, Honors College
Ulster University 2003 — 2003
History of Irish Women/Women's Studies
SunPower Corporation September 2015 - Present
CleanTX February 2013 - Present
energc May 2015 - September 2015
EnerNOC February 2014 - March 2015
Circular Energy May 2013 - February 2014
Macquarie Group June 2011 - May 2013
RRE Austin Solar, LLC October 2010 - June 2011
Diagnostic Professionals Inc. June 2010 - November 2010
Laboratory Corporation of America March 2007 - June 2010
Pure Water Technology Cleveland 2004 - 2006
Skills
New Business Development, Solar Energy, Energy, Business Development, Project Management, Sales, Business Strategy, Customer Service, Microsoft Office, Strategic Planning, Team Building, Marketing, Sustainable Energy, Event Planning, Marketing Strategy, Public Relations
Education
Kent State University 2000 — 2004
Bachelor’s Degree, Public Relations/Journalism, Honors College
Ulster University 2003 — 2003
History of Irish Women/Women's Studies
Ben Skinner Ben Skinner's Macquarie Group Experience July 2013 - April 2015
Job Energy Structured Transactions & Origination
Industry Financial Services
Experience
Macquarie Group July 2013 - April 2015
GE 2010 - 2013
PKF Lawler Sydney & Newcastle 2005 - 2009
Skills
Accounting, Mergers, Financial Analysis, Financial Accounting, Managerial Finance, Entrepreneurship, Data Analytics, SQL, Xero, Financial Modeling, Financial Reporting, Forecasting, Restructuring, Business Valuation, Economic Data Analysis, Start-ups, Ruby, JavaScript, PostgreSQL, MySQL, Microsoft Excel, MS Excel Pivot Tables, VBScript, PowerPoint, Salesforce.com, Lean Startup, LEAN Six Sigma, Heroku, Strategy
Education
Macquarie University 2004 — 2009
Bachelor of Applied Finance with Bachelor of Economics, Finance & Economics
The University of Texas at Austin 2007 — 2007
Student Exchange Program, Economics
Macquarie Group July 2013 - April 2015
GE 2010 - 2013
PKF Lawler Sydney & Newcastle 2005 - 2009
Skills
Accounting, Mergers, Financial Analysis, Financial Accounting, Managerial Finance, Entrepreneurship, Data Analytics, SQL, Xero, Financial Modeling, Financial Reporting, Forecasting, Restructuring, Business Valuation, Economic Data Analysis, Start-ups, Ruby, JavaScript, PostgreSQL, MySQL, Microsoft Excel, MS Excel Pivot Tables, VBScript, PowerPoint, Salesforce.com, Lean Startup, LEAN Six Sigma, Heroku, Strategy
Education
Macquarie University 2004 — 2009
Bachelor of Applied Finance with Bachelor of Economics, Finance & Economics
The University of Texas at Austin 2007 — 2007
Student Exchange Program, Economics
Sarah W Lee's Macquarie Group Experience March 2013 - November 2013
Job Owner at TraveLee
Industry Leisure, Travel & Tourism
Experience
TraveLee, LLC. July 2014 - Present
Aquis Casino November 2013 - March 2014
Macquarie Group March 2013 - November 2013
Macquarie Group August 2008 - March 2013
J.P. Morgan July 2007 - August 2008
Lehman Brothers June 2006 - August 2006
UBS June 2005 - August 2005
Skills
Portfolio Management, Equities, Electronic Trading, Equity Trading, Asia Pacific, Program Trading, Derivatives, Capital Markets, Bloomberg, Hotels, Leisure Travel, Travel Planning, Luxury Travel, Management
Education
MIT 2003 — 2007
Bachelor of Science (BS), Management Science
The Hotchkiss School 2000 — 2003
TraveLee, LLC. July 2014 - Present
Aquis Casino November 2013 - March 2014
Macquarie Group March 2013 - November 2013
Macquarie Group August 2008 - March 2013
J.P. Morgan July 2007 - August 2008
Lehman Brothers June 2006 - August 2006
UBS June 2005 - August 2005
Skills
Portfolio Management, Equities, Electronic Trading, Equity Trading, Asia Pacific, Program Trading, Derivatives, Capital Markets, Bloomberg, Hotels, Leisure Travel, Travel Planning, Luxury Travel, Management
Education
MIT 2003 — 2007
Bachelor of Science (BS), Management Science
The Hotchkiss School 2000 — 2003
Jesslyn Irminger Jesslyn Irminger's Macquarie Group Experience October 2008 - June 2011
Job Director at Morgan Stanley
Industry Banking
Experience
Morgan Stanley January 2013 - Present
Macquarie Group October 2008 - June 2011
RBS June 2007 - September 2008
JPMorgan Chase April 2006 - June 2007
Bloomberg LP September 2004 - March 2006
Skills
Middle Office, Derivatives, Equities, Bloomberg, Equity Derivatives, Risk Management, Finance, Equity Swaps, Commodity, Product Control, Investment Banking, Swaps, Securities
Education
Nanyang Technological University 2001 — 2004
Bachelor of Accountancy
Morgan Stanley January 2013 - Present
Macquarie Group October 2008 - June 2011
RBS June 2007 - September 2008
JPMorgan Chase April 2006 - June 2007
Bloomberg LP September 2004 - March 2006
Skills
Middle Office, Derivatives, Equities, Bloomberg, Equity Derivatives, Risk Management, Finance, Equity Swaps, Commodity, Product Control, Investment Banking, Swaps, Securities
Education
Nanyang Technological University 2001 — 2004
Bachelor of Accountancy
Connor Donovan's Macquarie Group Experience June 2014 - August 2014
Job Management Consultant at PwC
Industry Hospital & Health Care
Experience
PwC February 2015 - Present
Macquarie Group June 2014 - August 2014
PwC May 2013 - August 2013
Skills
Process Improvement, Microsoft Excel, PowerPoint, Microsoft Word, Financial Modeling, Bloomberg, Valuation, Microsoft Office, AutoCAD, Spanish, Microsoft Access, Pivot Tables, Solver, FactSet, Arena Simulation..., Customer Service, Research, Analysis, Data Analysis
Education
Lehigh University 2010 — 2014
B.S., Industrial Engineering and B.S., Integrated Business and Engineering
Walt Whitman High School 2006 — 2010
PwC February 2015 - Present
Macquarie Group June 2014 - August 2014
PwC May 2013 - August 2013
Skills
Process Improvement, Microsoft Excel, PowerPoint, Microsoft Word, Financial Modeling, Bloomberg, Valuation, Microsoft Office, AutoCAD, Spanish, Microsoft Access, Pivot Tables, Solver, FactSet, Arena Simulation..., Customer Service, Research, Analysis, Data Analysis
Education
Lehigh University 2010 — 2014
B.S., Industrial Engineering and B.S., Integrated Business and Engineering
Walt Whitman High School 2006 — 2010
Michael Goldman's Macquarie Group Experience January 2014 - January 2014
Job RMP Intern Capital Management and Enterprise Risk Management at GE Capital
Industry Higher Education
Experience
GE Capital May 2015 - August 2015
Lafayette College August 2014 - December 2014
GE Capital June 2014 - August 2014
Macquarie Group January 2014 - January 2014
American Cancer Society June 2013 - August 2013
Camp Hillard June 2011 - August 2012
Skills
Public Speaking, Teamwork, PowerPoint, Microsoft Word, Microsoft Excel, Economics, Microsoft Office, Social Media, Time Management, Research, Event Planning, Facebook, Leadership, PC, Macintosh Applications, Customer Service, Social Networking, Team Leadership, Basel III, Basel Pillar 3
Education
Lafayette College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Lafayette College 2012 — 2016
Bachelor of Arts (B.A.), History
Harrison High School 2008 — 2012
GE Capital May 2015 - August 2015
Lafayette College August 2014 - December 2014
GE Capital June 2014 - August 2014
Macquarie Group January 2014 - January 2014
American Cancer Society June 2013 - August 2013
Camp Hillard June 2011 - August 2012
Skills
Public Speaking, Teamwork, PowerPoint, Microsoft Word, Microsoft Excel, Economics, Microsoft Office, Social Media, Time Management, Research, Event Planning, Facebook, Leadership, PC, Macintosh Applications, Customer Service, Social Networking, Team Leadership, Basel III, Basel Pillar 3
Education
Lafayette College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Lafayette College 2012 — 2016
Bachelor of Arts (B.A.), History
Harrison High School 2008 — 2012
Krysten Augello's Macquarie Group Experience August 2013 - Present
Job Senior Associate
Industry Accounting
Experience
Macquarie Group August 2013 - Present
Skills
Microsoft Office, PowerPoint, Microsoft Word, Excel, Adobe, Customer Service, Telephone Skills, Organisational Skills, Able To Multi-task, Writing Skills, Accounts Receivable, Accounts Payable, Account Reconciliation, Teamwork, Fast Learning, Eager To Learn, Customer Satisfaction, Microsoft Excel, Bookkeeping, Accounting, Sales
Education
Lasell College 2007 — 2011
Bachelor of Science Magna Cum Laude, Criminal Justice
Wilmington High School 2003 — 2007
Diploma, General Studies
Macquarie Group August 2013 - Present
Skills
Microsoft Office, PowerPoint, Microsoft Word, Excel, Adobe, Customer Service, Telephone Skills, Organisational Skills, Able To Multi-task, Writing Skills, Accounts Receivable, Accounts Payable, Account Reconciliation, Teamwork, Fast Learning, Eager To Learn, Customer Satisfaction, Microsoft Excel, Bookkeeping, Accounting, Sales
Education
Lasell College 2007 — 2011
Bachelor of Science Magna Cum Laude, Criminal Justice
Wilmington High School 2003 — 2007
Diploma, General Studies
James Cork's Macquarie Group Experience February 2009 - Present
Job Vice President at Macquarie Group
Industry Financial Services
Experience
Macquarie Group February 2009 - Present
Skills
Investment Banking, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Business Valuation, Real Estate, Equities
Education
INSEAD 2010 — 2012
Master's degree, Finance, General
Monash University 2004 — 2008
BBus (Banking & Finance)
Monash University 2004 — 2008
LLB (Hons)
Macquarie Group February 2009 - Present
Skills
Investment Banking, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Business Valuation, Real Estate, Equities
Education
INSEAD 2010 — 2012
Master's degree, Finance, General
Monash University 2004 — 2008
BBus (Banking & Finance)
Monash University 2004 — 2008
LLB (Hons)
Sanjay Chari's Macquarie Group Experience November 2009 - February 2010
Job Consultant at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group February 2012 - Present
Credit Suisse February 2011 - February 2012
Macquarie Group November 2009 - February 2010
EY December 2008 - January 2009
Infosys Consulting, Inc. December 2007 - January 2008
Skills
Management Consulting
Education
Monash University 2006 — 2010
Bacheler of Commerce / Bachelor of Laws (Hons), Distinction - With Honours
Caulfield Grammar School 2000 — 2005
High School
The Boston Consulting Group February 2012 - Present
Credit Suisse February 2011 - February 2012
Macquarie Group November 2009 - February 2010
EY December 2008 - January 2009
Infosys Consulting, Inc. December 2007 - January 2008
Skills
Management Consulting
Education
Monash University 2006 — 2010
Bacheler of Commerce / Bachelor of Laws (Hons), Distinction - With Honours
Caulfield Grammar School 2000 — 2005
High School
Aaron Kildow Aaron Kildow's Macquarie Group Experience 2012 - Present
Job Physical Oil
Industry Oil & Energy
Experience
Macquarie Group 2012 - Present
CHS December 2010 - April 2012
Musket Corp. August 2007 - December 2010
Prudential Financial February 2000 - June 2007
Cargill Investor Services August 1997 - February 2000
Skills
Swaps, Derivatives, Options, Portfolio Management, Risk, Trading, Commodities, Hedging, Energy, Risk Management, Bloomberg, Oil, Financial Modeling, Energy Analyst, Proprietary Trading, Financial Risk, Petroleum, Valuation, Commodity, Natural Gas, Commodity Markets, Analysis, Trading Strategies, Trading Systems, Energy Markets
Education
University of St. Thomas (TX) 2013 — 2014
Finance, 3.82 GPA
University of Houston, C.T. Bauer College of Business 2008 — 2009
Finance
LeTourneau University 1991 — 1994
Mechanical Engineering
Macquarie Group 2012 - Present
CHS December 2010 - April 2012
Musket Corp. August 2007 - December 2010
Prudential Financial February 2000 - June 2007
Cargill Investor Services August 1997 - February 2000
Skills
Swaps, Derivatives, Options, Portfolio Management, Risk, Trading, Commodities, Hedging, Energy, Risk Management, Bloomberg, Oil, Financial Modeling, Energy Analyst, Proprietary Trading, Financial Risk, Petroleum, Valuation, Commodity, Natural Gas, Commodity Markets, Analysis, Trading Strategies, Trading Systems, Energy Markets
Education
University of St. Thomas (TX) 2013 — 2014
Finance, 3.82 GPA
University of Houston, C.T. Bauer College of Business 2008 — 2009
Finance
LeTourneau University 1991 — 1994
Mechanical Engineering
Luke Petherbridge's Macquarie Group Experience April 2008 - February 2011
Job Chief Financial Officer & Treasurer
Industry Real Estate
Experience
DDR Corp. December 2011 - Present
Macquarie Group April 2008 - February 2011
Macquarie DDR (ASX:MDT) April 2008 - September 2010
Rubicon Asset Management June 2003 - April 2008
Skills
Investment Banking, Investor Relations, Joint Ventures, Capital Markets, Treasury Management, Financial Modeling, Asset Management, Real Estate, Enterprise Risk..., Investments, Finance
Education
Macquarie University 1998 — 2000
Bachelor of Commerce (B.Com.), Economics
DDR Corp. December 2011 - Present
Macquarie Group April 2008 - February 2011
Macquarie DDR (ASX:MDT) April 2008 - September 2010
Rubicon Asset Management June 2003 - April 2008
Skills
Investment Banking, Investor Relations, Joint Ventures, Capital Markets, Treasury Management, Financial Modeling, Asset Management, Real Estate, Enterprise Risk..., Investments, Finance
Education
Macquarie University 1998 — 2000
Bachelor of Commerce (B.Com.), Economics
Alyssia Smith Alyssia Smith's Macquarie Group Experience January 2014 - Present
Job Executive at Macquarie Group
Industry Utilities
Experience
Macquarie Group January 2014 - Present
TriEagle Energy May 2012 - January 2014
Skills
Electricity Markets, Energy, Natural Gas, Data Analysis, NERC, Demand Response, Microsoft Excel, Microsoft Access, Forecasting, ERCOT, PJM, Heat Rate, Hedging, Commodity, Energy Markets, Energy Policy, Renewable Energy, Power Generation, Strategic Planning, Risk Management, Commodity Markets, Contract Negotiation, Smart Grid
Education
Texas A&M University 2008 — 2011
Bachelor of Science (B.S.), Environmental Studies
Lone Star College System 2007 — 2008
Macquarie Group January 2014 - Present
TriEagle Energy May 2012 - January 2014
Skills
Electricity Markets, Energy, Natural Gas, Data Analysis, NERC, Demand Response, Microsoft Excel, Microsoft Access, Forecasting, ERCOT, PJM, Heat Rate, Hedging, Commodity, Energy Markets, Energy Policy, Renewable Energy, Power Generation, Strategic Planning, Risk Management, Commodity Markets, Contract Negotiation, Smart Grid
Education
Texas A&M University 2008 — 2011
Bachelor of Science (B.S.), Environmental Studies
Lone Star College System 2007 — 2008
Jill Botkin Jill Botkin's Macquarie Group Experience September 2008 - Present
Job Marketing Executive
Industry Banking
Experience
Macquarie Group September 2008 - Present
Williams Lea July 2000 - September 2008
AOQC Moody International June 1998 - July 2000
Arthur Anderson June 1997 - June 1998
Deloitte June 1995 - June 1997
SSP Fittings Co. May 1993 - June 1995
Skills
Marketing Communications, Marketing Strategy, Technical Presentations, Presentation Design, Adobe Acrobat, Outlook, Microsoft Office, Presentation Development, Customer Service, Email Marketing, Marketing, Microsoft Word, Microsoft Excel, Office Management, PowerPoint, Publishing, Research, Public Speaking, Analysis, Leadership, Management, Strategic Planning
Education
Kent State University 1988 — 1993
Bachelor's degree, Journalism
Normandy High School 1985 — 1988
College/University Preparatory and Advanced High School/Secondary Diploma Program
Macquarie Group September 2008 - Present
Williams Lea July 2000 - September 2008
AOQC Moody International June 1998 - July 2000
Arthur Anderson June 1997 - June 1998
Deloitte June 1995 - June 1997
SSP Fittings Co. May 1993 - June 1995
Skills
Marketing Communications, Marketing Strategy, Technical Presentations, Presentation Design, Adobe Acrobat, Outlook, Microsoft Office, Presentation Development, Customer Service, Email Marketing, Marketing, Microsoft Word, Microsoft Excel, Office Management, PowerPoint, Publishing, Research, Public Speaking, Analysis, Leadership, Management, Strategic Planning
Education
Kent State University 1988 — 1993
Bachelor's degree, Journalism
Normandy High School 1985 — 1988
College/University Preparatory and Advanced High School/Secondary Diploma Program
Joel van de Rijn Joel van de Rijn's Macquarie Group Experience April 2015 - Present
Job Analyst at Macquarie Alternative Credit Strategies
Industry Financial Services
Experience
Macquarie Group April 2015 - Present
Argus Information and Advisory Services June 2013 - April 2015
Oppenheimer & Co. May 2012 - August 2012
ICIS - Shanghai June 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft SQL Server
Education
Lehigh University - College of Business and Economics 2009 — 2013
BS in Finance, Global Studies minor
Lehigh University
Macquarie Group April 2015 - Present
Argus Information and Advisory Services June 2013 - April 2015
Oppenheimer & Co. May 2012 - August 2012
ICIS - Shanghai June 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft SQL Server
Education
Lehigh University - College of Business and Economics 2009 — 2013
BS in Finance, Global Studies minor
Lehigh University
David Calixto David Calixto's Macquarie Group Experience August 2013 - April 2015
Job New York Based Financial Services PM/Business Analyst
Industry Investment Management
Experience
Macquarie Group August 2013 - April 2015
MLC Limited September 2012 - March 2013
JANA Investment Advisers February 2011 - July 2012
nabInvest Capital Partners January 2010 - January 2011
National Australia Bank February 2007 - December 2009
MLC September 2004 - January 2007
MLC June 2003 - September 2004
Skills
Analysis, Investments, Business Analysis, Requirements Analysis, SQL, Software Development, ITIL, Asset Management, Portfolio Management, SQL Server, Process Engineering, Asset Managment, Fixed Income, Financial Modeling, Project Management, SDLC, Financial Risk, Project Portfolio..., Investment Management, Stakeholder Management, Equities
Education
Macquarie Graduate School of Management (MGSM) 2009 — 2011
MBA, Financial Management
Macquarie Graduate School of Management (MGSM) 2009 — 2010
Master of Financial Management
University of Sydney 2001 — 2003
Bachelor of Computer Science, Information Systems & Computer Programming
Cherrybrook Technology High School 1994 — 1999
High School
Macquarie Group August 2013 - April 2015
MLC Limited September 2012 - March 2013
JANA Investment Advisers February 2011 - July 2012
nabInvest Capital Partners January 2010 - January 2011
National Australia Bank February 2007 - December 2009
MLC September 2004 - January 2007
MLC June 2003 - September 2004
Skills
Analysis, Investments, Business Analysis, Requirements Analysis, SQL, Software Development, ITIL, Asset Management, Portfolio Management, SQL Server, Process Engineering, Asset Managment, Fixed Income, Financial Modeling, Project Management, SDLC, Financial Risk, Project Portfolio..., Investment Management, Stakeholder Management, Equities
Education
Macquarie Graduate School of Management (MGSM) 2009 — 2011
MBA, Financial Management
Macquarie Graduate School of Management (MGSM) 2009 — 2010
Master of Financial Management
University of Sydney 2001 — 2003
Bachelor of Computer Science, Information Systems & Computer Programming
Cherrybrook Technology High School 1994 — 1999
High School
Jenny Kiernan Jenny Kiernan's Macquarie Group Experience September 2007 - Present
Job Human Resources at Macquarie Group
Industry Investment Banking
Experience
Macquarie Group September 2007 - Present
Skills
Talent Acquisition, Performance Management, Recruiting, Talent Management, Human Resources, Executive Search, Graduate Recruitment, HRIS, Employee Engagement, Investments, Succession Planning
Education
Middlesex University
Study Abroad Program, English Literature (British and Commonwealth)
SUNY New Paltz
Bachelor's Degree, English
Macquarie Group September 2007 - Present
Skills
Talent Acquisition, Performance Management, Recruiting, Talent Management, Human Resources, Executive Search, Graduate Recruitment, HRIS, Employee Engagement, Investments, Succession Planning
Education
Middlesex University
Study Abroad Program, English Literature (British and Commonwealth)
SUNY New Paltz
Bachelor's Degree, English
Jim Rossman Jim Rossman's Macquarie Group Experience January 2008 - September 2010
Job Managing Director, Head of Corporate Preparedness at Lazard
Industry Financial Services
Experience
Lazard December 2013 - Present
Lazard September 2010 - December 2013
Macquarie Group January 2008 - September 2010
HSBC February 2005 - December 2007
Lazard August 2003 - February 2005
Lehman Brothers August 2000 - July 2003
Cleary Gottlieb Steen & Hamilton LLP December 1994 - July 2000
Education
New York University School of Law 1990 — 1993
Doctor of Law (JD)
University of Virginia 1986 — 1988
Master of Arts (MA), English Language and Literature/Letters
Kenyon College 1981 — 1985
Bachelor of Arts (BA), English Language and Literature/Letters
Lazard December 2013 - Present
Lazard September 2010 - December 2013
Macquarie Group January 2008 - September 2010
HSBC February 2005 - December 2007
Lazard August 2003 - February 2005
Lehman Brothers August 2000 - July 2003
Cleary Gottlieb Steen & Hamilton LLP December 1994 - July 2000
Education
New York University School of Law 1990 — 1993
Doctor of Law (JD)
University of Virginia 1986 — 1988
Master of Arts (MA), English Language and Literature/Letters
Kenyon College 1981 — 1985
Bachelor of Arts (BA), English Language and Literature/Letters
Jackie Funder Jackie Funder's Macquarie Group Experience October 2014 - Present
Job Associate at Macquarie Group
Industry Investment Banking
Experience
Macquarie Group October 2014 - Present
JPMorgan Chase August 2013 - September 2014
PricewaterhouseCoopers January 2013 - April 2013
PricewaterhouseCoopers July 2011 - December 2012
PricewaterhouseCoopers 2009 - July 2011
Skills
Economic Modeling, Forecasting, Economics, Business Strategy, Business Development, Project Management, Business Analysis, Data Analysis, Analytics, Predictive Analytics
Education
Monash University 2002 — 2007
Commerce with honours, Economics
Macquarie Group October 2014 - Present
JPMorgan Chase August 2013 - September 2014
PricewaterhouseCoopers January 2013 - April 2013
PricewaterhouseCoopers July 2011 - December 2012
PricewaterhouseCoopers 2009 - July 2011
Skills
Economic Modeling, Forecasting, Economics, Business Strategy, Business Development, Project Management, Business Analysis, Data Analysis, Analytics, Predictive Analytics
Education
Monash University 2002 — 2007
Commerce with honours, Economics
Brian Foley Brian Foley's Macquarie Group Experience April 2012 - Present
Job
Industry Investment Banking
Experience
Macquarie Group April 2012 - Present
Skills
ABS, Derivatives, Analytics, VBA, Credit, Financial Structuring, Structured Products, High Yield, Loan Origination, Fixed Income, Hedge Funds, Alternative Investments, Equities, Financial Modeling, Valuation, Portfolio Management, Asset Managment, Structured Finance, Bloomberg, Private Equity, CDO, Loans, Banking, Securitization, Credit Derivatives, Credit Risk, Credit Analysis, Financial Services, Finance, Series 63, Treasury Management, Asset Management, Bonds, Capital Markets, Investment Banking, Securities
Education
MIT Sloan School of Management 2002 — 2004
MBA
University of Notre Dame 1992 — 1996
BBA
Macquarie Group April 2012 - Present
Skills
ABS, Derivatives, Analytics, VBA, Credit, Financial Structuring, Structured Products, High Yield, Loan Origination, Fixed Income, Hedge Funds, Alternative Investments, Equities, Financial Modeling, Valuation, Portfolio Management, Asset Managment, Structured Finance, Bloomberg, Private Equity, CDO, Loans, Banking, Securitization, Credit Derivatives, Credit Risk, Credit Analysis, Financial Services, Finance, Series 63, Treasury Management, Asset Management, Bonds, Capital Markets, Investment Banking, Securities
Education
MIT Sloan School of Management 2002 — 2004
MBA
University of Notre Dame 1992 — 1996
BBA
Steve Dunn's Macquarie Group Experience September 2010 - May 2013
Job Technology Consultant | Digital & Innovation Strategist | Startup Advisor
Industry Management Consulting
Experience
Itero Labs July 2013 - Present
TokenOne June 2013 - Present
BlueChilli Group June 2013 - July 2014
RecruitMe2 November 2013 - June 2014
Macquarie Group September 2010 - May 2013
BlackRock Inc. December 2009 - August 2010
Barclays Global Investors September 2006 - December 2009
Bank of America September 2003 - August 2006
Bank of America September 1999 - August 2003
ING Barings April 1997 - September 1999
Skills
Strategy, Financial Services, Start-ups, Portfolio Management, Business Analysis, Trading, Product Management, Asset Management, Entrepreneurship, Business Strategy, IT Strategy, Capital Markets, Banking, Investment Banking, Digital Strategy, Program Management, E-commerce, Equities, Digital Transformation, CRM, Disruptive Technologies, New Business Development, Mobile Technology, Enterprise Software, Big Data Analytics, Management Consulting, Risk Management, Wealth Management, Innovation, Trading Systems, Management, Business Development, Mergers & Acquisitions, Social Media, Leadership, Business Intelligence, Outsourcing, Venture Capital, Integration, Emerging Markets, Digital Media
Education
Macquarie University 1990 — 1993
Bachelor of Economics
Securities Institute of Australia 1995 — 1999
Graduate Diploma, Applied Finance and Investment
St Aloysius College
Itero Labs July 2013 - Present
TokenOne June 2013 - Present
BlueChilli Group June 2013 - July 2014
RecruitMe2 November 2013 - June 2014
Macquarie Group September 2010 - May 2013
BlackRock Inc. December 2009 - August 2010
Barclays Global Investors September 2006 - December 2009
Bank of America September 2003 - August 2006
Bank of America September 1999 - August 2003
ING Barings April 1997 - September 1999
Skills
Strategy, Financial Services, Start-ups, Portfolio Management, Business Analysis, Trading, Product Management, Asset Management, Entrepreneurship, Business Strategy, IT Strategy, Capital Markets, Banking, Investment Banking, Digital Strategy, Program Management, E-commerce, Equities, Digital Transformation, CRM, Disruptive Technologies, New Business Development, Mobile Technology, Enterprise Software, Big Data Analytics, Management Consulting, Risk Management, Wealth Management, Innovation, Trading Systems, Management, Business Development, Mergers & Acquisitions, Social Media, Leadership, Business Intelligence, Outsourcing, Venture Capital, Integration, Emerging Markets, Digital Media
Education
Macquarie University 1990 — 1993
Bachelor of Economics
Securities Institute of Australia 1995 — 1999
Graduate Diploma, Applied Finance and Investment
St Aloysius College
Christine Lu Christine Lu's Macquarie Group Experience November 2007 - March 2008
Job Finance, Online Marketing & Mobile
Industry Internet
Experience
Expedia, Inc. September 2015 - Present
Luly Yang Couture September 2014 - Present
LightInTheBox March 2014 - August 2014
Rivet & Sway June 2013 - September 2013
Harvey's Butter Rum Batter January 2013 - March 2013
UBS February 2011 - July 2012
Nomura Securities July 2008 - February 2011
UBS April 2008 - June 2008
Macquarie Group November 2007 - March 2008
Skills
Financial Modeling, Financial Analysis, Bloomberg, Strategy, Mandarin, Investments, Finance, Valuation, Corporate Finance, Equity Trading, Investment Banking, Data Analysis, English, Marketing, Competitive Analysis, Trading, Capital Markets, Strategic Planning, Equity Research, Marketing Strategy, Accounting, Equities, Risk Management, Financial Reporting, Project Management, Business Development
Education
University of Washington 2012 — 2014
MBA (with honors), Finance, Marketing
National Taiwan University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Expedia, Inc. September 2015 - Present
Luly Yang Couture September 2014 - Present
LightInTheBox March 2014 - August 2014
Rivet & Sway June 2013 - September 2013
Harvey's Butter Rum Batter January 2013 - March 2013
UBS February 2011 - July 2012
Nomura Securities July 2008 - February 2011
UBS April 2008 - June 2008
Macquarie Group November 2007 - March 2008
Skills
Financial Modeling, Financial Analysis, Bloomberg, Strategy, Mandarin, Investments, Finance, Valuation, Corporate Finance, Equity Trading, Investment Banking, Data Analysis, English, Marketing, Competitive Analysis, Trading, Capital Markets, Strategic Planning, Equity Research, Marketing Strategy, Accounting, Equities, Risk Management, Financial Reporting, Project Management, Business Development
Education
University of Washington 2012 — 2014
MBA (with honors), Finance, Marketing
National Taiwan University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Ali Azhar Lotia's Macquarie Group Experience August 2014 - Present
Job Equity Portfolio Trading at Macquarie Group
Industry Financial Services
Experience
Macquarie Group August 2014 - Present
CIBC World Markets February 2009 - August 2014
Magnum Semiconductor June 2008 - February 2009
AMD February 2004 - June 2008
LSI Corporation February 2001 - October 2003
CAE August 1999 - February 2001
Skills
Capital Markets, Trading Systems, Equities, Derivatives, Fixed Income, Investment Banking, Equity Trading, Trading, Bloomberg, Electronic Trading
Education
University of Toronto - Rotman School of Management 2007 — 2010
MBA, Finance, General
McGill University 1995 — 1999
BEng, Mechanical
Macquarie Group August 2014 - Present
CIBC World Markets February 2009 - August 2014
Magnum Semiconductor June 2008 - February 2009
AMD February 2004 - June 2008
LSI Corporation February 2001 - October 2003
CAE August 1999 - February 2001
Skills
Capital Markets, Trading Systems, Equities, Derivatives, Fixed Income, Investment Banking, Equity Trading, Trading, Bloomberg, Electronic Trading
Education
University of Toronto - Rotman School of Management 2007 — 2010
MBA, Finance, General
McGill University 1995 — 1999
BEng, Mechanical
Ali Naqvi's Macquarie Group Experience 2004 - 2012
Job Investment Professional
Industry Investment Management
Experience
CPP Investment Board 2014 - Present
Investment Banking Institute - iBanking.com 2014 - 2015
Ontario Power Generation 2013 - 2014
Cerco Corp 2012 - 2014
Macquarie Group 2004 - 2012
Scotia Capital 2003 - 2004
Adjunct Professor at McMaster University 2003 - 2003
Skills
Financial Modeling, Investment Banking, Valuation, Capital Markets, Corporate Finance, Portfolio Management, Fixed Income, Asset Management, Investments, Derivatives, Equities, Financial Markets, Hedge Funds, Alternative Investments, Equity Research, Private Equity, Bloomberg, Investment Strategies, Equity Valuation
Education
CFA Institute
CFA
McMaster University
MBA, Finance
York University - Schulich School of Business
BBA
CPP Investment Board 2014 - Present
Investment Banking Institute - iBanking.com 2014 - 2015
Ontario Power Generation 2013 - 2014
Cerco Corp 2012 - 2014
Macquarie Group 2004 - 2012
Scotia Capital 2003 - 2004
Adjunct Professor at McMaster University 2003 - 2003
Skills
Financial Modeling, Investment Banking, Valuation, Capital Markets, Corporate Finance, Portfolio Management, Fixed Income, Asset Management, Investments, Derivatives, Equities, Financial Markets, Hedge Funds, Alternative Investments, Equity Research, Private Equity, Bloomberg, Investment Strategies, Equity Valuation
Education
CFA Institute
CFA
McMaster University
MBA, Finance
York University - Schulich School of Business
BBA
Craig Gehrke's Macquarie Group Experience December 2014 - Present
Job Associate Director, Global Wintel Operations Director at Macquarie Group
Industry Financial Services
Experience
Macquarie Group December 2014 - Present
Macquarie Group June 2013 - Present
Skills
System Administration, IT Management, Security, ITIL, Unix, Databases, Vendor Management, Information Technology, Leadership, Management, Linux, Risk Management, Cross-functional Team..., Technical Architecture, Project Management, Strategic Planning
Education
The University of Texas at Austin 2005 — 2007
Masters, Business Administration
Missouri State University 1995 — 1999
BS, Computer Science
TCHS 1991 — 1996
Macquarie Group December 2014 - Present
Macquarie Group June 2013 - Present
Skills
System Administration, IT Management, Security, ITIL, Unix, Databases, Vendor Management, Information Technology, Leadership, Management, Linux, Risk Management, Cross-functional Team..., Technical Architecture, Project Management, Strategic Planning
Education
The University of Texas at Austin 2005 — 2007
Masters, Business Administration
Missouri State University 1995 — 1999
BS, Computer Science
TCHS 1991 — 1996
Austin Benton's Macquarie Group Experience November 2009 - Present
Job
Industry Financial Services
Experience
Macquarie Group November 2009 - Present
Education
Lancaster University 2007 — 2008
M.B.A, Business
Lehigh University 1998 — 2002
B.S., Finance
Macquarie Group November 2009 - Present
Education
Lancaster University 2007 — 2008
M.B.A, Business
Lehigh University 1998 — 2002
B.S., Finance
Zarine Talati's Macquarie Group Experience January 2013 - Present
Job Project Manager/ Business analyst at Macquarie Group
Industry Investment Banking
Experience
Macquarie Group January 2013 - Present
Nuveen Investments September 2011 - May 2012
UBS Investment Bank June 2010 - August 2011
UBS Investment Bank May 2007 - May 2010
Credit Suisse 2005 - May 2007
Apex Technology Group August 2004 - May 2007
Merrill Lynch 2004 - 2005
Nexgenix 2000 - 2001
Skills
Reference Data, Derivatives, Options, Equities, Fixed Income, Trading Systems, Sybase, SDLC, Capital Markets, Trading, Investment Banking, Market Data, Electronic Trading, Middle Office, Risk Management, Credit Derivatives, FX Options, Bloomberg, Market Risk, Equity Derivatives, Interest Rate..., Business Analysis, Requirements Gathering, Requirements Analysis
Education
New Jersey Institute of Technology 2001 — 2002
MS, Management Information Systems
MMK College (Bombay University) 1995 — 2000
B Com, Financial Accounting & Economics
Apostolic Carmel High School 1984 — 1995
NYSSA
Macquarie Group January 2013 - Present
Nuveen Investments September 2011 - May 2012
UBS Investment Bank June 2010 - August 2011
UBS Investment Bank May 2007 - May 2010
Credit Suisse 2005 - May 2007
Apex Technology Group August 2004 - May 2007
Merrill Lynch 2004 - 2005
Nexgenix 2000 - 2001
Skills
Reference Data, Derivatives, Options, Equities, Fixed Income, Trading Systems, Sybase, SDLC, Capital Markets, Trading, Investment Banking, Market Data, Electronic Trading, Middle Office, Risk Management, Credit Derivatives, FX Options, Bloomberg, Market Risk, Equity Derivatives, Interest Rate..., Business Analysis, Requirements Gathering, Requirements Analysis
Education
New Jersey Institute of Technology 2001 — 2002
MS, Management Information Systems
MMK College (Bombay University) 1995 — 2000
B Com, Financial Accounting & Economics
Apostolic Carmel High School 1984 — 1995
NYSSA
Justin Muscolino's Macquarie Group Experience June 2014 - Present
Job Americas Compliance Education Lead at Macquarie Group
Industry Financial Services
Experience
Macquarie Group June 2014 - Present
JP Morgan Chase January 2011 - June 2014
UBS May 2006 - January 2011
Dreyfus 1996 - 1998
Skills
Team Building, Fixed Income, Securities, Series 7, Equities, Training, Capital Markets, Risk Management, Series 63, Derivatives, FINRA
Education
American College 1998 — 2003
Masters, Finance
Mansfield University of Pennsylvania 1992 — 1996
Bachelor's of Science, Business Administration
Macquarie Group June 2014 - Present
JP Morgan Chase January 2011 - June 2014
UBS May 2006 - January 2011
Dreyfus 1996 - 1998
Skills
Team Building, Fixed Income, Securities, Series 7, Equities, Training, Capital Markets, Risk Management, Series 63, Derivatives, FINRA
Education
American College 1998 — 2003
Masters, Finance
Mansfield University of Pennsylvania 1992 — 1996
Bachelor's of Science, Business Administration
David Brenner's Macquarie Group Experience September 2015 - Present
Job Division Director at Macquarie Investment Management
Industry Investment Management
Experience
Macquarie Group September 2015 - Present
UBS Global Asset Management June 2012 - September 2015
UBS Global Asset Management December 2004 - June 2012
KPMG 2002 - 2005
Arthur Andersen LLP 2000 - 2002
Skills
Asset Managment, Financial Modeling, Hedge Funds, Financial Analysis, Investment Management, Mutual Funds, Investments, Due Diligence, Financial Risk, Wealth Management, Mergers, Risk Management, Equities, Valuation, Series 7, Enterprise Risk..., Private Equity, Corporate Finance, Financial Services, Asset Allocation, Alternative Investments, Asset Management, Fixed Income, Portfolio Management
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Finance, Economics & Strategic Management
Miami University (Ohio) 1996 — 2000
Macquarie Group September 2015 - Present
UBS Global Asset Management June 2012 - September 2015
UBS Global Asset Management December 2004 - June 2012
KPMG 2002 - 2005
Arthur Andersen LLP 2000 - 2002
Skills
Asset Managment, Financial Modeling, Hedge Funds, Financial Analysis, Investment Management, Mutual Funds, Investments, Due Diligence, Financial Risk, Wealth Management, Mergers, Risk Management, Equities, Valuation, Series 7, Enterprise Risk..., Private Equity, Corporate Finance, Financial Services, Asset Allocation, Alternative Investments, Asset Management, Fixed Income, Portfolio Management
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Finance, Economics & Strategic Management
Miami University (Ohio) 1996 — 2000
Christina Norris-Watts's Macquarie Group Experience July 2012 - June 2014
Job Vice President at Two Sigma Investments
Industry Human Resources
Experience
Two Sigma Investments June 2014 - Present
Macquarie Group July 2012 - June 2014
Macquarie Group October 2010 - July 2012
APT, Inc October 2004 - February 2011
Barrett & Associates September 2003 - September 2004
The University of Akron September 1999 - May 2004
Skills
Organizational..., Job Analysis, Talent Management, Psychometrics, Employee Engagement, 360 Feedback, HR Consulting, Talent Acquisition, Recruiting, Workshop Facilitation, Training, SPSS, Data Analysis, Psychology, Interviews, Organizational..., Succession Planning, Performance Management, Management Consulting, Statistics, Leadership Development, Project Management, Organizational Design, Employee Surveys
Education
The University of Akron 1999 — 2004
PhD, Industrial/Organizational Psychology
Middlebury College 1995 — 1999
BA, Psychology & International Studies
Universidad de Concepción 1997 — 1997
Two Sigma Investments June 2014 - Present
Macquarie Group July 2012 - June 2014
Macquarie Group October 2010 - July 2012
APT, Inc October 2004 - February 2011
Barrett & Associates September 2003 - September 2004
The University of Akron September 1999 - May 2004
Skills
Organizational..., Job Analysis, Talent Management, Psychometrics, Employee Engagement, 360 Feedback, HR Consulting, Talent Acquisition, Recruiting, Workshop Facilitation, Training, SPSS, Data Analysis, Psychology, Interviews, Organizational..., Succession Planning, Performance Management, Management Consulting, Statistics, Leadership Development, Project Management, Organizational Design, Employee Surveys
Education
The University of Akron 1999 — 2004
PhD, Industrial/Organizational Psychology
Middlebury College 1995 — 1999
BA, Psychology & International Studies
Universidad de Concepción 1997 — 1997
Tracey Tsihlakis's Macquarie Group Experience July 1994 - June 1995
Job Revenue Cycle Chief of Staff/Director, Revenue Cycle Program Management at Providence Health & Services
Industry Hospital & Health Care
Experience
Providence Health & Services May 2013 - Present
Providence Health & Services May 2012 - May 2013
Providence Health & Services May 2011 - April 2012
HealthServicesNW August 2008 - April 2011
HealthServicesNW and Providence Health & Services August 2007 - July 2008
TND Consulting Pty Ltd January 2001 - June 2006
SnapX Pty Ltd September 2002 - October 2005
IBA Heatlh Technologies Ltd January 2001 - November 2001
Allianz Australia Limited June 1995 - May 2000
Macquarie Group July 1994 - June 1995
Skills
Healthcare Information..., Process Improvement, Healthcare, Training, Change Management, Visio, Program Management, HIPAA, Healthcare Management, Performance Improvement, Business Intelligence, Project Management, Revenue Cycle, Strategic Planning, Team Building, Business Analysis, SharePoint, Vendor Management, Human Resources, Organizational..., General Management, Payroll Management, Expatriate Management, Business Process..., HRIS, Employee Relations, Remuneration, Total Rewards Strategies, Strategic HR, HR Project Management, Finance, Budgeting, Operations Management, Internal Communications, Compensation, Workers Compensation, Ergonomics, Occupational Health, Reporting, Management, Hospitals, Leadership, Strategy, Customer Service
Education
Sydney Institute of Technology 1989 — 1992
Advanced Certificate
Macquarie University 1981 — 1982
Providence Health & Services May 2013 - Present
Providence Health & Services May 2012 - May 2013
Providence Health & Services May 2011 - April 2012
HealthServicesNW August 2008 - April 2011
HealthServicesNW and Providence Health & Services August 2007 - July 2008
TND Consulting Pty Ltd January 2001 - June 2006
SnapX Pty Ltd September 2002 - October 2005
IBA Heatlh Technologies Ltd January 2001 - November 2001
Allianz Australia Limited June 1995 - May 2000
Macquarie Group July 1994 - June 1995
Skills
Healthcare Information..., Process Improvement, Healthcare, Training, Change Management, Visio, Program Management, HIPAA, Healthcare Management, Performance Improvement, Business Intelligence, Project Management, Revenue Cycle, Strategic Planning, Team Building, Business Analysis, SharePoint, Vendor Management, Human Resources, Organizational..., General Management, Payroll Management, Expatriate Management, Business Process..., HRIS, Employee Relations, Remuneration, Total Rewards Strategies, Strategic HR, HR Project Management, Finance, Budgeting, Operations Management, Internal Communications, Compensation, Workers Compensation, Ergonomics, Occupational Health, Reporting, Management, Hospitals, Leadership, Strategy, Customer Service
Education
Sydney Institute of Technology 1989 — 1992
Advanced Certificate
Macquarie University 1981 — 1982
Bill Broomall's Macquarie Group Experience 2010 - 2012
Job Assistant Vice President Insurance Research
Industry Financial Services
Experience
Conning March 2012 - Present
Macquarie Group 2010 - 2012
Fox-Pitt, Kelton 2008 - 2010
Cochran Caronia Waller 2005 - 2008
Education
Lafayette College 2001 — 2005
Conning March 2012 - Present
Macquarie Group 2010 - 2012
Fox-Pitt, Kelton 2008 - 2010
Cochran Caronia Waller 2005 - 2008
Education
Lafayette College 2001 — 2005
Victor Lamadrid's Macquarie Group Experience May 2011 - August 2013
Job Director at Sirius Solutions, LLLP
Industry Oil & Energy
Experience
Sirius Solutions, LLLP August 2013 - Present
Macquarie Group May 2011 - August 2013
Macquarie Energy April 2009 - May 2011
Constellation Energy Commodities Group June 2005 - April 2009
National Energy and Trade October 2003 - June 2005
Dominion Producer Services April 2003 - September 2003
Enron/UBS Warburg 1996 - 2003
Shell Oil Company January 1991 - December 1995
Skills
Energy Trading, Trading, Energy, Gas, Natural Gas, Energy Markets, Hedging, Commodity, Energy Industry, Pipelines, Petroleum, Derivatives, LNG, Options, Valuation, Upstream, Commodity Markets, Trading Systems, Renewable Energy
Education
Louisiana State University and Agricultural and Mechanical College
Bachelor of Science (BS), Quantitative Business Analysis
Sirius Solutions, LLLP August 2013 - Present
Macquarie Group May 2011 - August 2013
Macquarie Energy April 2009 - May 2011
Constellation Energy Commodities Group June 2005 - April 2009
National Energy and Trade October 2003 - June 2005
Dominion Producer Services April 2003 - September 2003
Enron/UBS Warburg 1996 - 2003
Shell Oil Company January 1991 - December 1995
Skills
Energy Trading, Trading, Energy, Gas, Natural Gas, Energy Markets, Hedging, Commodity, Energy Industry, Pipelines, Petroleum, Derivatives, LNG, Options, Valuation, Upstream, Commodity Markets, Trading Systems, Renewable Energy
Education
Louisiana State University and Agricultural and Mechanical College
Bachelor of Science (BS), Quantitative Business Analysis
Paul Gregg's Macquarie Group Experience June 2011 - Present
Job Managing Director COO FICC Macquarie
Industry Investment Banking
Experience
Macquarie Group June 2011 - Present
Standard Chartered Bank December 2008 - June 2011
Barclays Capital September 2008 - December 2008
Lehman Brothers March 2007 - September 2008
Citigroup 1989 - 2007
NASD November 1984 - January 1987
Skills
Dodd-Frank, Fixed Income, Derivatives, Commodity, Structured Products, Trading, Options, Equities, Portfolio Management, Investment Banking, Risk Management, FX Options, Financial Markets, Capital Markets, Hedge Funds, Middle Office
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance
Manhattan College 1980 — 1984
Macquarie Group June 2011 - Present
Standard Chartered Bank December 2008 - June 2011
Barclays Capital September 2008 - December 2008
Lehman Brothers March 2007 - September 2008
Citigroup 1989 - 2007
NASD November 1984 - January 1987
Skills
Dodd-Frank, Fixed Income, Derivatives, Commodity, Structured Products, Trading, Options, Equities, Portfolio Management, Investment Banking, Risk Management, FX Options, Financial Markets, Capital Markets, Hedge Funds, Middle Office
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance
Manhattan College 1980 — 1984
Amy Clampett's Macquarie Group Experience March 2014 - June 2015
Job Head of HR, Investments and Insurance at BT Financial Group
Industry Human Resources
Experience
BT Financial Group July 2015 - Present
Macquarie Group March 2014 - June 2015
Macquarie Group August 2011 - March 2014
Macquarie Group December 2008 - August 2011
SHL Group May 2004 - November 2008
EAP Worldwide April 2002 - May 2004
Choice HR 2000 - 2002
Skills
Psychometrics, Talent Management, 360 Feedback, Assessment Center, Succession Planning, Employee Engagement, Performance Management, Organizational..., Leadership Development, HR Consulting, Talent Acquisition, Executive Coaching, Workforce Planning, Onboarding, Change Management, Culture Change
Education
Macquarie University
Masters, Organisational Psychology
University of Sydney
Bachelor of Psychology (Hons)
BT Financial Group July 2015 - Present
Macquarie Group March 2014 - June 2015
Macquarie Group August 2011 - March 2014
Macquarie Group December 2008 - August 2011
SHL Group May 2004 - November 2008
EAP Worldwide April 2002 - May 2004
Choice HR 2000 - 2002
Skills
Psychometrics, Talent Management, 360 Feedback, Assessment Center, Succession Planning, Employee Engagement, Performance Management, Organizational..., Leadership Development, HR Consulting, Talent Acquisition, Executive Coaching, Workforce Planning, Onboarding, Change Management, Culture Change
Education
Macquarie University
Masters, Organisational Psychology
University of Sydney
Bachelor of Psychology (Hons)
Jean Zhang, CFA, CPA's Macquarie Group Experience 2008 - Present
Job Institutional Equity Sales Asia
Industry Financial Services
Experience
Macquarie Group 2008 - Present
Cerberus Capital Management July 2008 - October 2008
PricewaterhouseCoopers September 2007 - July 2008
Cleantech Network LLC June 2007 - August 2007
Skills
Equities, Valuation, Investments, Financial Modeling, Real Estate, Investment Management, Bloomberg, Hedge Funds
Education
McGill University 2003 — 2007
Bachelor of Commerce, Finance & Accounting
CFA
CPA, licensed in the State of New York
Series 7 & 63
Macquarie Group 2008 - Present
Cerberus Capital Management July 2008 - October 2008
PricewaterhouseCoopers September 2007 - July 2008
Cleantech Network LLC June 2007 - August 2007
Skills
Equities, Valuation, Investments, Financial Modeling, Real Estate, Investment Management, Bloomberg, Hedge Funds
Education
McGill University 2003 — 2007
Bachelor of Commerce, Finance & Accounting
CFA
CPA, licensed in the State of New York
Series 7 & 63
Shannon Alexander's Macquarie Group Experience February 2014 - Present
Job Senior Associate at Macquarie Group
Industry Oil & Energy
Experience
Macquarie Group February 2014 - Present
Direct Energy February 2012 - February 2014
Valerus 2010 - 2011
People's Trust Federal Credit Union January 2009 - October 2010
Norther Star Natural Gas 2005 - 2009
Reliant Energy 2001 - 2003
Skills
Banking, Microsoft Office, Microsoft Excel, Leadership, Outlook, Project Management, Customer Service, Human Resources, Strategic Planning, Analysis, Sales, Process Improvement, Marketing, Employee Relations, Training, Process Scheduler, Team Building, Recruiting
Education
LeTourneau University 2007 — 2012
Bachelor's of Business Administration degree
LeTourneau University 2007 — 2011
Bachelors, Business Management
Macquarie Group February 2014 - Present
Direct Energy February 2012 - February 2014
Valerus 2010 - 2011
People's Trust Federal Credit Union January 2009 - October 2010
Norther Star Natural Gas 2005 - 2009
Reliant Energy 2001 - 2003
Skills
Banking, Microsoft Office, Microsoft Excel, Leadership, Outlook, Project Management, Customer Service, Human Resources, Strategic Planning, Analysis, Sales, Process Improvement, Marketing, Employee Relations, Training, Process Scheduler, Team Building, Recruiting
Education
LeTourneau University 2007 — 2012
Bachelor's of Business Administration degree
LeTourneau University 2007 — 2011
Bachelors, Business Management
Alyson Kest's Macquarie Group Experience September 2011 - April 2014
Job Investment Compliance Officer at XL Catlin
Industry Financial Services
Experience
XL Catlin April 2014 - Present
Macquarie Group September 2011 - April 2014
Morgan Stanley October 2006 - August 2011
Royal Alliance Associates Inc. (Member AIG Advisor Group) April 2005 - October 2006
Skills
Securities, FINRA, Risk Management, Financial Services, Fixed Income, Derivatives, Compliance, Dodd-Frank
Education
Seton Hall University School of Law 2001 — 2004
Doctor of Law (JD)
Marist College 1992 — 1997
BA, Communications
XL Catlin April 2014 - Present
Macquarie Group September 2011 - April 2014
Morgan Stanley October 2006 - August 2011
Royal Alliance Associates Inc. (Member AIG Advisor Group) April 2005 - October 2006
Skills
Securities, FINRA, Risk Management, Financial Services, Fixed Income, Derivatives, Compliance, Dodd-Frank
Education
Seton Hall University School of Law 2001 — 2004
Doctor of Law (JD)
Marist College 1992 — 1997
BA, Communications
Andrew Root's Macquarie Group Experience August 2015 - Present
Job Director of Research at Macquarie Group
Industry Capital Markets
Experience
Macquarie Group August 2015 - Present
Macquarie Group February 2011 - Present
Alkeon Capital Management 2007 - January 2011
OTA Asset Management 2005 - 2007
Goldman Sachs 1996 - 2005
Goldman Sachs Group 1996 - 2005
RBC Dominion Securities May 1994 - June 1996
Education
Regent University 1992 — 1994
MBA
McMaster University 1988 — 1992
Bachelor of Science (B.Sc.), Biochemistry
Macquarie Group August 2015 - Present
Macquarie Group February 2011 - Present
Alkeon Capital Management 2007 - January 2011
OTA Asset Management 2005 - 2007
Goldman Sachs 1996 - 2005
Goldman Sachs Group 1996 - 2005
RBC Dominion Securities May 1994 - June 1996
Education
Regent University 1992 — 1994
MBA
McMaster University 1988 — 1992
Bachelor of Science (B.Sc.), Biochemistry
Shruti Sasidharan's Macquarie Group Experience May 2013 - June 2014
Job Assistant Vice President, Regulatory Compliance at HSBC
Industry Financial Services
Experience
HSBC July 2014 - Present
Macquarie Group May 2013 - June 2014
Macquarie Group January 2013 - April 2013
Alpari (US), LLC May 2012 - August 2012
Unemployment Insurance Appeal Board September 2009 - April 2010
New York City Civil Service Commission June 2008 - August 2008
WilmerHale September 2004 - July 2007
Simmons and Ungar November 2003 - August 2004
Skills
Dodd-Frank, Legal Compliance, Compliance, Global Compliance, Global Regulatory..., Financial Regulation, Regulatory Requirements, Administrative Law, Derivatives, Corporate Governance, Financial Services
Education
New York Law School 2012 — 2013
Master of Laws (LLM), Financial Services
New York Law School 2007 — 2011
J.D.
Oberlin College 1999 — 2003
Bachelor of Arts (B.A.), Neuroscience & South Asian Studies
HSBC July 2014 - Present
Macquarie Group May 2013 - June 2014
Macquarie Group January 2013 - April 2013
Alpari (US), LLC May 2012 - August 2012
Unemployment Insurance Appeal Board September 2009 - April 2010
New York City Civil Service Commission June 2008 - August 2008
WilmerHale September 2004 - July 2007
Simmons and Ungar November 2003 - August 2004
Skills
Dodd-Frank, Legal Compliance, Compliance, Global Compliance, Global Regulatory..., Financial Regulation, Regulatory Requirements, Administrative Law, Derivatives, Corporate Governance, Financial Services
Education
New York Law School 2012 — 2013
Master of Laws (LLM), Financial Services
New York Law School 2007 — 2011
J.D.
Oberlin College 1999 — 2003
Bachelor of Arts (B.A.), Neuroscience & South Asian Studies
Darren Accardo's Macquarie Group Experience April 2011 - June 2013
Job at
Industry Computer Software
Experience
Windstream Communications June 2013 - Present
Macquarie Group April 2011 - June 2013
JP Morgan Chase July 2004 - April 2011
Skills
Agile Methodologies, Unix, SDLC, Trading Systems, SQL, Java, Software Project..., Enterprise Architecture, XML, Oracle, SOA, Java Enterprise Edition, Software Development, Databases, Sybase, Electronic Trading, Spring, Linux, Equities, Business Analysis
Education
Louisiana State University 1998 — 2002
Louisiana State University 1998 — 2002
BS, Computer Science
Windstream Communications June 2013 - Present
Macquarie Group April 2011 - June 2013
JP Morgan Chase July 2004 - April 2011
Skills
Agile Methodologies, Unix, SDLC, Trading Systems, SQL, Java, Software Project..., Enterprise Architecture, XML, Oracle, SOA, Java Enterprise Edition, Software Development, Databases, Sybase, Electronic Trading, Spring, Linux, Equities, Business Analysis
Education
Louisiana State University 1998 — 2002
Louisiana State University 1998 — 2002
BS, Computer Science
Joleah Lombardo's Macquarie Group Experience January 2015 - April 2015
Job Asset Manager at Huntington National Bank
Industry Financial Services
Experience
Huntington National Bank January 2015 - Present
Macquarie Group January 2015 - April 2015
Macquarie Group November 2005 - January 2015
Skills
Financial Analysis, Leadership, Strategic Planning, Budgets, Finance, Securities, Corporate Governance, Contract Negotiation, Due Diligence, Customer Service, Risk Management, Negotiation, Management, Mergers & Acquisitions
Education
Michigan State University - The Eli Broad College of Business
Huntington National Bank January 2015 - Present
Macquarie Group January 2015 - April 2015
Macquarie Group November 2005 - January 2015
Skills
Financial Analysis, Leadership, Strategic Planning, Budgets, Finance, Securities, Corporate Governance, Contract Negotiation, Due Diligence, Customer Service, Risk Management, Negotiation, Management, Mergers & Acquisitions
Education
Michigan State University - The Eli Broad College of Business
Chad Carreira's Macquarie Group Experience March 2010 - November 2010
Job Team Lead Client Support at OpenLink.
Industry Information Technology and Services
Experience
dbc SMARTsoftware inc. November 2010 - Present
Macquarie Group March 2010 - November 2010
Arvato Digital Services October 2009 - April 2010
Camis Inc. July 2007 - November 2008
Edulinx Canada Corporation 2001 - 2006
Skills
Call Center, Workforce Management, Contact Centers, Process Improvement, Vendor Management, Customer Service, Team Management, Team Leadership, Operations Management, Team Building, Customer Experience, Business Analysis, Performance Management, Change Management, Customer Satisfaction, Coaching, Outsourcing, Project Management, Employee Relations, Business Process..., Call Centers, Leadership
Education
Laurentian University/Université Laurentienne 1994 — 1998
BA, Mathematics and Modern Languages
dbc SMARTsoftware inc. November 2010 - Present
Macquarie Group March 2010 - November 2010
Arvato Digital Services October 2009 - April 2010
Camis Inc. July 2007 - November 2008
Edulinx Canada Corporation 2001 - 2006
Skills
Call Center, Workforce Management, Contact Centers, Process Improvement, Vendor Management, Customer Service, Team Management, Team Leadership, Operations Management, Team Building, Customer Experience, Business Analysis, Performance Management, Change Management, Customer Satisfaction, Coaching, Outsourcing, Project Management, Employee Relations, Business Process..., Call Centers, Leadership
Education
Laurentian University/Université Laurentienne 1994 — 1998
BA, Mathematics and Modern Languages
Alice Field's Macquarie Group Experience January 2010 - June 2011
Job Vice President, Human Resources at Barclays Capital
Industry Financial Services
Experience
Barclays Capital June 2011 - Present
Macquarie Group January 2010 - June 2011
Macquarie Group June 2007 - December 2009
Macquarie Group January 2006 - April 2007
St Vincents Hospital May 2004 - March 2005
Ku-ring-gai Council June 2000 - December 2003
Education
Macquarie University 2000 — 2003
BBA, Business Law and Human Resources
Barclays Capital June 2011 - Present
Macquarie Group January 2010 - June 2011
Macquarie Group June 2007 - December 2009
Macquarie Group January 2006 - April 2007
St Vincents Hospital May 2004 - March 2005
Ku-ring-gai Council June 2000 - December 2003
Education
Macquarie University 2000 — 2003
BBA, Business Law and Human Resources
Mitch Greenspoon's Macquarie Group Experience January 1998 - November 2010
Job Executive/Investment Banker
Industry Consumer Goods
Experience
GI SPORTZ October 2011 - Present
Greenspoon Consulting January 2011 - September 2011
Macquarie Group January 1998 - November 2010
Skills
Mergers, Capital Markets, Equities, Private Equity, Venture Capital, Corporate Finance, Due Diligence, IPO, Restructuring, M&A experience, Investment Banking, Corporate Governance, Investments, Corporate Development, Valuation, Divestitures, Financial Modeling, Joint Ventures, Business Strategy, Securities
Education
McGill University 1979 — 1983
BCL.LLB, Law
GI SPORTZ October 2011 - Present
Greenspoon Consulting January 2011 - September 2011
Macquarie Group January 1998 - November 2010
Skills
Mergers, Capital Markets, Equities, Private Equity, Venture Capital, Corporate Finance, Due Diligence, IPO, Restructuring, M&A experience, Investment Banking, Corporate Governance, Investments, Corporate Development, Valuation, Divestitures, Financial Modeling, Joint Ventures, Business Strategy, Securities
Education
McGill University 1979 — 1983
BCL.LLB, Law
Alexis Conoscente's Macquarie Group Experience July 2014 - Present
Job Vice President of Compensation at Macquarie Group
Industry Human Resources
Experience
Macquarie Group July 2014 - Present
Macquarie Group June 2010 - Present
Towers Perrin March 2009 - July 2010
American Express June 2008 - February 2009
Bear Stearns 2007 - 2008
Bloomberg LP May 2006 - August 2006
Skills
Deferred Compensation, Personnel Management, Executive Pay, Human Resources, Rewards, Talent Management, Onboarding, Performance Management, HRIS, Talent Acquisition, PeopleSoft, Employee Relations
Education
Loyola University Maryland 2003 — 2007
BA, Business / Psychology
Macquarie Group July 2014 - Present
Macquarie Group June 2010 - Present
Towers Perrin March 2009 - July 2010
American Express June 2008 - February 2009
Bear Stearns 2007 - 2008
Bloomberg LP May 2006 - August 2006
Skills
Deferred Compensation, Personnel Management, Executive Pay, Human Resources, Rewards, Talent Management, Onboarding, Performance Management, HRIS, Talent Acquisition, PeopleSoft, Employee Relations
Education
Loyola University Maryland 2003 — 2007
BA, Business / Psychology
Qi Liu, CFA's Macquarie Group Experience November 2011 - January 2014
Job Senior Associate (Private Equity)
Industry Investment Management
Experience
TorreyCove Capital Partners January 2014 - Present
Macquarie Group November 2011 - January 2014
Ballentine Partners, LLC January 2009 - December 2010
Wellington Management Company, LLP July 2007 - December 2008
Loeb Partners May 2006 - September 2006
AIG June 2005 - September 2005
Skills
Investment Management, Private Equity, Financial Modeling, Financial Analysis, Alternative Investments, Due Diligence, Microsoft Excel, Microsoft Office, Valuation, Fixed Income, Equities, Cleantech, Equity Research, Bloomberg, Asset Management
Education
Massachusetts Institute of Technology 2003 — 2007
B.A., Mathematics; Management Science;, 4.5/5
TorreyCove Capital Partners January 2014 - Present
Macquarie Group November 2011 - January 2014
Ballentine Partners, LLC January 2009 - December 2010
Wellington Management Company, LLP July 2007 - December 2008
Loeb Partners May 2006 - September 2006
AIG June 2005 - September 2005
Skills
Investment Management, Private Equity, Financial Modeling, Financial Analysis, Alternative Investments, Due Diligence, Microsoft Excel, Microsoft Office, Valuation, Fixed Income, Equities, Cleantech, Equity Research, Bloomberg, Asset Management
Education
Massachusetts Institute of Technology 2003 — 2007
B.A., Mathematics; Management Science;, 4.5/5
Wanda Casteel's Macquarie Group Experience December 2013 - January 2015
Job Senior Manager at Macquarie Group
Industry Utilities
Experience
Macquarie Group December 2013 - January 2015
Consolidated Edison Company of New York April 2012 - December 2013
Maxum Petroleum, Inc. October 2010 - April 2012
Maxum Petroleum, Inc., Greenwich, CT August 2009 - October 2010
BB&T February 2005 - August 2009
Ernst & Young January 1999 - October 2004
Skills
Accounting, Sales Tax, Tax, Financial Accounting, Financial Reporting, Due Diligence, Forecasting, SAP, General Ledger, Internal Controls, Auditing, Accounts Payable, Financial Analysis, GAAP, Sarbanes-Oxley Act, Process Improvement, Budgets, Tax Accounting, Variance Analysis, Consolidation, Corporate Tax, Management, Income Tax, Account Reconciliation
Education
North Carolina State University 1996 — 1998
Master of Accounting
Methodist University 1989 — 1993
BS, Accounting
Macquarie Group December 2013 - January 2015
Consolidated Edison Company of New York April 2012 - December 2013
Maxum Petroleum, Inc. October 2010 - April 2012
Maxum Petroleum, Inc., Greenwich, CT August 2009 - October 2010
BB&T February 2005 - August 2009
Ernst & Young January 1999 - October 2004
Skills
Accounting, Sales Tax, Tax, Financial Accounting, Financial Reporting, Due Diligence, Forecasting, SAP, General Ledger, Internal Controls, Auditing, Accounts Payable, Financial Analysis, GAAP, Sarbanes-Oxley Act, Process Improvement, Budgets, Tax Accounting, Variance Analysis, Consolidation, Corporate Tax, Management, Income Tax, Account Reconciliation
Education
North Carolina State University 1996 — 1998
Master of Accounting
Methodist University 1989 — 1993
BS, Accounting
Theresa Tran's Macquarie Group Experience July 2007 - July 2011
Job Vice President at Trust Company of the West
Industry Investment Management
Experience
Trust Company of the West July 2011 - Present
Macquarie Group July 2007 - July 2011
State Street March 2000 - July 2007
Skills
Commodity Markets, Natural Gas, Energy, Options, Derivatives, Fixed Income
Education
UCLA 2012 — 2013
Master of Business Administration (MBA)
NUS 2011 — 2013
Master of Business Administration (MBA)
University of California, Irvine 1996 — 2000
Bachelor of Arts (BA), Criminology Law & Society
University of California, Irvine 1996 — 2000
Bachelor of Arts (BA), Social Sciences - Specialization in Research Analytical Methods
Trust Company of the West July 2011 - Present
Macquarie Group July 2007 - July 2011
State Street March 2000 - July 2007
Skills
Commodity Markets, Natural Gas, Energy, Options, Derivatives, Fixed Income
Education
UCLA 2012 — 2013
Master of Business Administration (MBA)
NUS 2011 — 2013
Master of Business Administration (MBA)
University of California, Irvine 1996 — 2000
Bachelor of Arts (BA), Criminology Law & Society
University of California, Irvine 1996 — 2000
Bachelor of Arts (BA), Social Sciences - Specialization in Research Analytical Methods
MARCELO ALEXANDRE's Macquarie Group Experience December 2002 - October 2003
Job Director Financial Risk Advisory Group at INTL FCStone Inc.
Industry Banking
Experience
INTL FCStone Inc. July 2014 - Present
Banco BMG October 2012 - June 2014
Banco Votorantim January 2012 - October 2012
Banif Investment Bank October 2005 - January 2012
Standard Bank May 2005 - October 2005
Banco Santos October 2003 - March 2005
Macquarie Group December 2002 - October 2003
ABN AMRO Bank N.V. June 2000 - December 2002
Banco Safra September 1999 - June 2000
Banco BBA Creditanstalt April 1999 - September 1999
Skills
Derivatives, Equities, Trading, Options, Portfolio Management, FX Options, Risk Management, Asset Managment, Financial Risk, Volatility, Financial Markets, Fixed Income, Capital Markets, Structured Products, Investment Banking, Swaps, Market Risk, Equity Derivatives, Interest Rate..., Options Strategies, Trading Strategies, Asset Management, Bloomberg, Hedging, Trading Systems, Bonds
Education
Massachusetts Institute of Technology 1993 — 1997
Bachelor of Science degree, Aeronautical/Astronautical Engineering
Colegio Dante Alighieri 1981 — 1992
High School
INTL FCStone Inc. July 2014 - Present
Banco BMG October 2012 - June 2014
Banco Votorantim January 2012 - October 2012
Banif Investment Bank October 2005 - January 2012
Standard Bank May 2005 - October 2005
Banco Santos October 2003 - March 2005
Macquarie Group December 2002 - October 2003
ABN AMRO Bank N.V. June 2000 - December 2002
Banco Safra September 1999 - June 2000
Banco BBA Creditanstalt April 1999 - September 1999
Skills
Derivatives, Equities, Trading, Options, Portfolio Management, FX Options, Risk Management, Asset Managment, Financial Risk, Volatility, Financial Markets, Fixed Income, Capital Markets, Structured Products, Investment Banking, Swaps, Market Risk, Equity Derivatives, Interest Rate..., Options Strategies, Trading Strategies, Asset Management, Bloomberg, Hedging, Trading Systems, Bonds
Education
Massachusetts Institute of Technology 1993 — 1997
Bachelor of Science degree, Aeronautical/Astronautical Engineering
Colegio Dante Alighieri 1981 — 1992
High School
James Mack Hueber's Macquarie Group Experience May 2014 - Present
Job Executive at Macquarie Bank
Industry Financial Services
Experience
Macquarie Group May 2014 - Present
Macquarie Group July 2012 - April 2014
Macquarie Group July 2010 - June 2012
Proficio Mortgage Ventures LLC August 2009 - June 2010
Huron Consulting Group November 2008 - June 2009
Skills
Corporate Finance, Financial Modeling, Financial Reporting, Financial Analysis, Bloomberg
Education
Lehigh University 2004 — 2008
B.S., Accounting, Finance, Engineering
Macquarie Group May 2014 - Present
Macquarie Group July 2012 - April 2014
Macquarie Group July 2010 - June 2012
Proficio Mortgage Ventures LLC August 2009 - June 2010
Huron Consulting Group November 2008 - June 2009
Skills
Corporate Finance, Financial Modeling, Financial Reporting, Financial Analysis, Bloomberg
Education
Lehigh University 2004 — 2008
B.S., Accounting, Finance, Engineering
Bridget Pastorelle's Macquarie Group Experience December 2010 - Present
Job Client Services Associate at Macquarie Infrastructure and Real Assets Investor Solutions Group
Industry Financial Services
Experience
Macquarie Infrastructure and Real Assets - Investor Solutions Group September 2014 - Present
Macquarie Group December 2010 - Present
Cravath, Swaine & Moore LLP March 2008 - August 2010
Skills
Vendor Management, Management, Asset Management, Project Management, Microsoft Office, Recruiting, Event Planning, Equities, Research, Risk Management
Education
New York Law School 2012 — 2016
Doctor of Law (J.D.), Real Estate Law; Securities and Regulatory Law
New York University 2004 — 2008
B.A., History, Pre-Law
Macquarie Infrastructure and Real Assets - Investor Solutions Group September 2014 - Present
Macquarie Group December 2010 - Present
Cravath, Swaine & Moore LLP March 2008 - August 2010
Skills
Vendor Management, Management, Asset Management, Project Management, Microsoft Office, Recruiting, Event Planning, Equities, Research, Risk Management
Education
New York Law School 2012 — 2016
Doctor of Law (J.D.), Real Estate Law; Securities and Regulatory Law
New York University 2004 — 2008
B.A., History, Pre-Law
Adam Baxter's Macquarie Group Experience May 2005 - Present
Job Senior Vice President at Macquarie Infrastructure and Real Assets
Industry Investment Management
Experience
Macquarie Group May 2005 - Present
AustCham Beijing January 2014 - August 2014
King & Wood Mallesons September 2002 - May 2005
Skills
Financial Analysis, Financial Modeling, Business Analysis, Banking, Corporate Finance, Business Strategy, Capital Markets, Investment Banking, Private Equity
Education
Murdoch University 1997 — 2001
Bachelor of Laws (LL.B.)
Murdoch University 1997 — 2001
Bachelor of Commerce (B.Com.), Finance, General
Macquarie Group May 2005 - Present
AustCham Beijing January 2014 - August 2014
King & Wood Mallesons September 2002 - May 2005
Skills
Financial Analysis, Financial Modeling, Business Analysis, Banking, Corporate Finance, Business Strategy, Capital Markets, Investment Banking, Private Equity
Education
Murdoch University 1997 — 2001
Bachelor of Laws (LL.B.)
Murdoch University 1997 — 2001
Bachelor of Commerce (B.Com.), Finance, General
Daniel Pittorino's Macquarie Group Experience June 2004 - August 2005
Job Associate Director at Macquarie Bank, Head of Australian Equity Sales
Industry Investment Banking
Experience
Macquarie Bank April 2007 - Present
Macquarie Bank April 2007 - Present
Castlestone Management July 2006 - April 2007
Deutsche Bank March 2006 - July 2006
Macquarie Group June 2004 - August 2005
KPMG December 2001 - June 2004
Skills
Equities
Education
Institute of Chartered Accountants, Australia 2002 — 2005
Qualification for Membership for the Institue of Chartered Accontants, Accounting, Strategic Business Management, Finance, Taxation
Macquarie University 1999 — 2002
Bachelor of Commerce (Accounting Major, Marketing Sub-Major), Commerce (Economics, Accounting, Finance, Marketing)
Series 7, 24 & 63
Macquarie Bank April 2007 - Present
Macquarie Bank April 2007 - Present
Castlestone Management July 2006 - April 2007
Deutsche Bank March 2006 - July 2006
Macquarie Group June 2004 - August 2005
KPMG December 2001 - June 2004
Skills
Equities
Education
Institute of Chartered Accountants, Australia 2002 — 2005
Qualification for Membership for the Institue of Chartered Accontants, Accounting, Strategic Business Management, Finance, Taxation
Macquarie University 1999 — 2002
Bachelor of Commerce (Accounting Major, Marketing Sub-Major), Commerce (Economics, Accounting, Finance, Marketing)
Series 7, 24 & 63
Angel (ChiaoChieh) Wei's Macquarie Group Experience 2010 - 2011
Job MBA Candidate at Stanford Graduate School of Business
Industry Financial Services
Experience
CORE VENTURES GROUP (Seed Stage Venture Capital Firm) 2014 - 2015
MENTOWAN 2013 - 2015
QVT Financial LP June 2014 - August 2014
Goldman Sachs 2011 - 2013
Macquarie Group 2010 - 2011
Cavalry Asset Management 2008 - 2009
Education
Stanford University Graduate School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Certificate in Public Management and Social Innovation
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2010
Bachelor of Business Administration (BBA)
國立臺灣大學 2006 — 2009
Bachelor of Finance
CORE VENTURES GROUP (Seed Stage Venture Capital Firm) 2014 - 2015
MENTOWAN 2013 - 2015
QVT Financial LP June 2014 - August 2014
Goldman Sachs 2011 - 2013
Macquarie Group 2010 - 2011
Cavalry Asset Management 2008 - 2009
Education
Stanford University Graduate School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Certificate in Public Management and Social Innovation
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2010
Bachelor of Business Administration (BBA)
國立臺灣大學 2006 — 2009
Bachelor of Finance
Phyllis Qualls's Macquarie Group Experience December 2012 - May 2013
Job Accounting Professional
Industry Accounting
Experience
Macquarie Group December 2012 - May 2013
CEVA Logistics June 2011 - October 2011
Shell Oil Company February 2008 - December 2009
Skills
Accounting, General Ledger, Accounts Payable, QuickBooks, Account Reconciliation, Bookkeeping, Financial Reporting, Accounts Receivable, Journal Entries, Tax, Auditing, Financial Accounting, Invoicing, Management, Sarbanes-Oxley Act
Education
University of Phoenix-Houston Campus 2010 — 2012
Bachelor of Science (B.S.), Health/Health Care Administration/Management
Lone Star College System 2008 — 2010
Associate of Arts (A.A.), General Studies
Macquarie Group December 2012 - May 2013
CEVA Logistics June 2011 - October 2011
Shell Oil Company February 2008 - December 2009
Skills
Accounting, General Ledger, Accounts Payable, QuickBooks, Account Reconciliation, Bookkeeping, Financial Reporting, Accounts Receivable, Journal Entries, Tax, Auditing, Financial Accounting, Invoicing, Management, Sarbanes-Oxley Act
Education
University of Phoenix-Houston Campus 2010 — 2012
Bachelor of Science (B.S.), Health/Health Care Administration/Management
Lone Star College System 2008 — 2010
Associate of Arts (A.A.), General Studies
Aradhna Srivastava, CMA's Macquarie Group Experience July 2012 - April 2013
Job Manager, Finance at McCarthy Tétrault
Industry Legal Services
Experience
McCarthy Tétrault April 2013 - Present
Macquarie Group July 2012 - April 2013
Macquarie Group November 2009 - July 2012
Accenture September 2005 - November 2009
Skills
Forecasting, Financial Analysis, Variance Analysis, Financial Reporting, Strategic Financial..., Managerial Finance, Accounting, Project Finance, SAP, Pricing, IFRS, Balance Sheet Review, GST returns, Bank Reconciliation
Education
The Society of Management Accountants of Canada 2009 — 2011
CMA Designation, Accounting
McGill University
Bachelor of Commerce, Finance
Marianopolis College 2000 — 2002
DEC, Business/Commerce, General
McCarthy Tétrault April 2013 - Present
Macquarie Group July 2012 - April 2013
Macquarie Group November 2009 - July 2012
Accenture September 2005 - November 2009
Skills
Forecasting, Financial Analysis, Variance Analysis, Financial Reporting, Strategic Financial..., Managerial Finance, Accounting, Project Finance, SAP, Pricing, IFRS, Balance Sheet Review, GST returns, Bank Reconciliation
Education
The Society of Management Accountants of Canada 2009 — 2011
CMA Designation, Accounting
McGill University
Bachelor of Commerce, Finance
Marianopolis College 2000 — 2002
DEC, Business/Commerce, General
Bryan J Brown's Macquarie Group Experience April 2007 - November 2008
Job Director of Corporate Development
Industry Venture Capital & Private Equity
Experience
Safety Technology Holdings, Inc. May 2014 - Present
Ducker Worldwide April 2012 - May 2014
The Novak Group (TNG)/TNG Capital Advisors December 2008 - April 2012
Macquarie Group April 2007 - November 2008
Giuliani Capital Advisors April 2004 - April 2007
Ernst & Young August 1999 - April 2004
Avfuel Corporation November 1994 - August 1997
Education
University of Toronto - Rotman School of Management 1997 — 1999
MBA, Finance
Michigan State University - The Eli Broad College of Business 1989 — 1993
Bachelor of Arts, Finance, With High Honors
Safety Technology Holdings, Inc. May 2014 - Present
Ducker Worldwide April 2012 - May 2014
The Novak Group (TNG)/TNG Capital Advisors December 2008 - April 2012
Macquarie Group April 2007 - November 2008
Giuliani Capital Advisors April 2004 - April 2007
Ernst & Young August 1999 - April 2004
Avfuel Corporation November 1994 - August 1997
Education
University of Toronto - Rotman School of Management 1997 — 1999
MBA, Finance
Michigan State University - The Eli Broad College of Business 1989 — 1993
Bachelor of Arts, Finance, With High Honors
Neeraj Aggarwal's Macquarie Group Experience February 2008 - December 2008
Job Program Officer Mission Investing at Michael & Susan Dell Foundation
Industry Venture Capital & Private Equity
Experience
Michael & Susan Dell Foundation July 2014 - Present
Unitus Impact September 2013 - December 2013
Intellecap July 2013 - September 2013
Rothschild March 2009 - August 2012
Macquarie Group February 2008 - December 2008
Morgan Stanley November 2006 - February 2007
Skills
Business Valuation, Investments, Financial Markets, Corporate Advisory, Business Strategy, Banking, Deal Execution, IPO, Business Planning, Bloomberg, Financial Reporting, Start-ups, Analysis, Financial Risk, Project Finance, Venture Capital
Education
London Business School 2012 — 2014
Master of Business Administration (MBA)
University of California, Berkeley - Walter A. Haas School of Business 2013 — 2013
Master of Business Administration (MBA) (Exchange)
University of Sydney 2003 — 2007
Commerce/Law, Finance and Accounting
University of Toronto 2007 — 2007
Law (Exchange)
Fort Street High School 1997 — 2002
Michael & Susan Dell Foundation July 2014 - Present
Unitus Impact September 2013 - December 2013
Intellecap July 2013 - September 2013
Rothschild March 2009 - August 2012
Macquarie Group February 2008 - December 2008
Morgan Stanley November 2006 - February 2007
Skills
Business Valuation, Investments, Financial Markets, Corporate Advisory, Business Strategy, Banking, Deal Execution, IPO, Business Planning, Bloomberg, Financial Reporting, Start-ups, Analysis, Financial Risk, Project Finance, Venture Capital
Education
London Business School 2012 — 2014
Master of Business Administration (MBA)
University of California, Berkeley - Walter A. Haas School of Business 2013 — 2013
Master of Business Administration (MBA) (Exchange)
University of Sydney 2003 — 2007
Commerce/Law, Finance and Accounting
University of Toronto 2007 — 2007
Law (Exchange)
Fort Street High School 1997 — 2002
ENNA WENG's Macquarie Group Experience June 2007 - June 2010
Job Equity Derivatives at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wells Fargo September 2013 - Present
Wells Fargo January 2013 - Present
Wells Fargo June 2010 - Present
Macquarie Group June 2007 - June 2010
Macquarie Group June 2007 - June 2010
Morgan Stanley December 2005 - June 2007
Morgan Stanley December 2005 - June 2007
Credit Suisse July 2004 - 2005
Skills
Equities, Fixed Income, Bloomberg, Derivatives, Securities, Structured Products, Options, Capital Markets, Equity Derivatives, Series 7, Trading Systems, Credit Derivatives, Swaps, FX Options, ETFs, Bonds, Series 63, Electronic Trading, Securities Lending, Interest Rate..., Middle Office, Emerging Markets, Credit Risk, MBS, Operational Risk, Calypso, Product Control, CDO, Settlement, Collateral Management, Bloomberg Terminal, Market Data, FINRA, Equity Valuation, CMBS, Commodity, Securitization, Wine Tasting, ABS, Hedge Funds
Education
French Culinary Institute 2013 — 2015
Intense Sommelier Training, Wine and Beverage
International Wine Center 2014 — 2014
Advanced Wine and Spirit Education, Wine
Macaulay Honors College at The City University of New York
Finance and Investment, 3.7/4.0
上智大学 / Sophia University
Asian Economics, 4.0/4.0
Wells Fargo September 2013 - Present
Wells Fargo January 2013 - Present
Wells Fargo June 2010 - Present
Macquarie Group June 2007 - June 2010
Macquarie Group June 2007 - June 2010
Morgan Stanley December 2005 - June 2007
Morgan Stanley December 2005 - June 2007
Credit Suisse July 2004 - 2005
Skills
Equities, Fixed Income, Bloomberg, Derivatives, Securities, Structured Products, Options, Capital Markets, Equity Derivatives, Series 7, Trading Systems, Credit Derivatives, Swaps, FX Options, ETFs, Bonds, Series 63, Electronic Trading, Securities Lending, Interest Rate..., Middle Office, Emerging Markets, Credit Risk, MBS, Operational Risk, Calypso, Product Control, CDO, Settlement, Collateral Management, Bloomberg Terminal, Market Data, FINRA, Equity Valuation, CMBS, Commodity, Securitization, Wine Tasting, ABS, Hedge Funds
Education
French Culinary Institute 2013 — 2015
Intense Sommelier Training, Wine and Beverage
International Wine Center 2014 — 2014
Advanced Wine and Spirit Education, Wine
Macaulay Honors College at The City University of New York
Finance and Investment, 3.7/4.0
上智大学 / Sophia University
Asian Economics, 4.0/4.0
Benny Dharmawan's Macquarie Group Experience May 2007 - January 2008
Job AVP AML/Payment Compliance at Macquarie Bank
Industry Financial Services
Experience
P.T. Sinar Tambang Arthalestari April 2015 - Present
Westpac Group October 2014 - Present
Macquarie Bank April 2012 - March 2014
Macquarie Bank October 2010 - April 2012
Macquarie Bank January 2008 - October 2010
Macquarie Group May 2007 - January 2008
Skills
Risk Management, AML, Financial Markets, Banking, Operational Risk, Derivatives, Financial Risk, Equities, Anti Money Laundering, Finance, Portfolio Management, Management, Investment Banking, Financial Services, Capital Markets, Business Analysis
Education
Macquarie University
B.Com Mktg
P.T. Sinar Tambang Arthalestari April 2015 - Present
Westpac Group October 2014 - Present
Macquarie Bank April 2012 - March 2014
Macquarie Bank October 2010 - April 2012
Macquarie Bank January 2008 - October 2010
Macquarie Group May 2007 - January 2008
Skills
Risk Management, AML, Financial Markets, Banking, Operational Risk, Derivatives, Financial Risk, Equities, Anti Money Laundering, Finance, Portfolio Management, Management, Investment Banking, Financial Services, Capital Markets, Business Analysis
Education
Macquarie University
B.Com Mktg
Andrew Bhinda's Macquarie Group Experience September 2009 - January 2012
Job Senior Market Analyst at BHP Billiton
Industry Oil & Energy
Experience
BHP Billiton June 2014 - Present
BHP Billiton July 2013 - May 2014
BHP Billiton April 2012 - June 2013
Macquarie Group September 2009 - January 2012
Macquarie Group November 2006 - August 2009
Skills
Energy Trading, Hedging, Commodities, Derivatives, Financial Modeling, Fundamental Analysis, Natural Gas, Commodity, Financial Analysis, LNG
Education
Murdoch University 2001 — 2004
Bachelor, Finance & Economics
BHP Billiton June 2014 - Present
BHP Billiton July 2013 - May 2014
BHP Billiton April 2012 - June 2013
Macquarie Group September 2009 - January 2012
Macquarie Group November 2006 - August 2009
Skills
Energy Trading, Hedging, Commodities, Derivatives, Financial Modeling, Fundamental Analysis, Natural Gas, Commodity, Financial Analysis, LNG
Education
Murdoch University 2001 — 2004
Bachelor, Finance & Economics
Brett Springer's Macquarie Group Experience April 2010 - August 2011
Job Senior Director, Product Control, IPV & Reporting Infrastructure at Direct Energy
Industry Oil & Energy
Experience
Direct Energy July 2014 - Present
Direct Energy September 2012 - Present
Spark Energy August 2011 - September 2012
Macquarie Group April 2010 - August 2011
J.P. Morgan 2007 - 2010
Reliant Energy December 1999 - May 2007
Constellation Energy 1999 - 1999
Conoco 1991 - 1999
Skills
Financial Risk, Trading, Commodity Markets, Energy Markets, Hedging, Commodity, Risk Management, Finance, Natural Gas, Financial Modeling, Market Risk, Energy, Derivatives, Electricity Markets, Options
Education
New Mexico State University 1984 — 1990
BA / BBA-Finance, Accounting/Finance
Big Bend Community College 1985 — 1987
AA, Economics & Business Management
Direct Energy July 2014 - Present
Direct Energy September 2012 - Present
Spark Energy August 2011 - September 2012
Macquarie Group April 2010 - August 2011
J.P. Morgan 2007 - 2010
Reliant Energy December 1999 - May 2007
Constellation Energy 1999 - 1999
Conoco 1991 - 1999
Skills
Financial Risk, Trading, Commodity Markets, Energy Markets, Hedging, Commodity, Risk Management, Finance, Natural Gas, Financial Modeling, Market Risk, Energy, Derivatives, Electricity Markets, Options
Education
New Mexico State University 1984 — 1990
BA / BBA-Finance, Accounting/Finance
Big Bend Community College 1985 — 1987
AA, Economics & Business Management
Paula Ezeigwe's Macquarie Group Experience July 2013 - Present
Job Senior Manager at Macquarie Group
Industry Financial Services
Experience
Macquarie Group July 2013 - Present
Macquarie Group August 2008 - June 2013
EDS Corporation 1997 - 2008
Skills
ITIL, Disaster Recovery, IT Operations, IT Management
Education
LIU Brooklyn 1994 — 1997
Bachelor's degree, Information Technology
Macquarie Group July 2013 - Present
Macquarie Group August 2008 - June 2013
EDS Corporation 1997 - 2008
Skills
ITIL, Disaster Recovery, IT Operations, IT Management
Education
LIU Brooklyn 1994 — 1997
Bachelor's degree, Information Technology
Kent Larson's Macquarie Group Experience August 2008 - October 2010
Job VP Operational Risk, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Barclays November 2013 - May 2014
Commonwealth Bank of Australia January 2012 - October 2012
Sumitomo Mitsui Banking Corporation November 2010 - January 2012
Macquarie Group August 2008 - October 2010
Macquarie Group March 2007 - August 2008
Macquarie Group March 1999 - March 2007
KPMG 1997 - 1999
Visa International 1997 - 1997
Colonial State Bank 1995 - 1997
Skills
Risk Management, Financial Services, Operational Risk, Operational Risk..., Enterprise Risk..., Banking, Strategy, Business Analysis, Process Improvement, Business Process, Assurance, AML, Financial Analysis, Business Continuity, Credit Cards, Investment Banking, Due Diligence, Project Management, Program Management, Leadership, Internal Audit, Basel II, Graphic Design, Outsourcing, Management, KYC, Salesforce.com, Customer Service, CRM, Portfolio Management, Loans, Financial Markets, Typography, Web Design, CSS, HTML, Cloud Applications, Business Requirements, User Acceptance Testing, Technical Writing, Information Risk
Education
Macalester College 1987 — 1991
Bachelor of Arts
FINSIA 2002 — 2004
Australian Institute of Management 1999 — 2000
Certificate of Finance & Certificate of Business Management
Kennedy High School 1982 — 1986
High School Diploma
Morgan Stanley July 2014 - Present
Barclays November 2013 - May 2014
Commonwealth Bank of Australia January 2012 - October 2012
Sumitomo Mitsui Banking Corporation November 2010 - January 2012
Macquarie Group August 2008 - October 2010
Macquarie Group March 2007 - August 2008
Macquarie Group March 1999 - March 2007
KPMG 1997 - 1999
Visa International 1997 - 1997
Colonial State Bank 1995 - 1997
Skills
Risk Management, Financial Services, Operational Risk, Operational Risk..., Enterprise Risk..., Banking, Strategy, Business Analysis, Process Improvement, Business Process, Assurance, AML, Financial Analysis, Business Continuity, Credit Cards, Investment Banking, Due Diligence, Project Management, Program Management, Leadership, Internal Audit, Basel II, Graphic Design, Outsourcing, Management, KYC, Salesforce.com, Customer Service, CRM, Portfolio Management, Loans, Financial Markets, Typography, Web Design, CSS, HTML, Cloud Applications, Business Requirements, User Acceptance Testing, Technical Writing, Information Risk
Education
Macalester College 1987 — 1991
Bachelor of Arts
FINSIA 2002 — 2004
Australian Institute of Management 1999 — 2000
Certificate of Finance & Certificate of Business Management
Kennedy High School 1982 — 1986
High School Diploma
Heng Lu's Macquarie Group Experience 2008 - 2009
Job Financial Engineer, Ameriprise Capital Markets
Industry Financial Services
Experience
Nomura 2009 - 2012
Macquarie Group 2008 - 2009
BNP Paribas 2007 - 2008
Skills
Fixed Income, Quantitative Analytics, Derivatives, Quantitative Finance, Bloomberg, Equities, Equity Derivatives, VBA, Hedge Funds, Financial Modeling, Options, Trading Systems, SQL
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2013
Master of Financial Engineering (MFE)
The University of Hong Kong 2003 — 2008
Doctor of Philosophy (PhD), Computer Science
Nanjing University 1999 — 2003
Bachelor of Science, Computer Science
Suzhou High School of Jiangsu Province 1993 — 1999
Nomura 2009 - 2012
Macquarie Group 2008 - 2009
BNP Paribas 2007 - 2008
Skills
Fixed Income, Quantitative Analytics, Derivatives, Quantitative Finance, Bloomberg, Equities, Equity Derivatives, VBA, Hedge Funds, Financial Modeling, Options, Trading Systems, SQL
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2013
Master of Financial Engineering (MFE)
The University of Hong Kong 2003 — 2008
Doctor of Philosophy (PhD), Computer Science
Nanjing University 1999 — 2003
Bachelor of Science, Computer Science
Suzhou High School of Jiangsu Province 1993 — 1999
Rachael Cahan's Macquarie Group Experience 2008 - Present
Job Senior Vice President at Macquarie Group
Industry Financial Services
Experience
Macquarie Group 2008 - Present
UBS 2005 - 2007
JPMorgan Chase 2005 - 2005
Skills
Financial Modeling, Trading, Fixed Income, Financial Analysis
Education
Massey University 2003 — 2004
Masters of Business Studies, Finance, Distinction
Massey University 2000 — 2003
Bachelor of Business Studies, Finance and Economics, Honors
Macquarie Group 2008 - Present
UBS 2005 - 2007
JPMorgan Chase 2005 - 2005
Skills
Financial Modeling, Trading, Fixed Income, Financial Analysis
Education
Massey University 2003 — 2004
Masters of Business Studies, Finance, Distinction
Massey University 2000 — 2003
Bachelor of Business Studies, Finance and Economics, Honors
Nicole Glaser's Macquarie Group Experience June 2011 - August 2011
Job Investment Banking Associate at Canaccord Genuity Inc.
Industry Investment Banking
Experience
Canaccord Genuity Inc. April 2015 - Present
Canaccord Genuity Inc. April 2014 - March 2015
Canaccord Genuity Inc. July 2012 - March 2014
Macquarie Group June 2011 - August 2011
Focus Advisory Services June 2010 - August 2010
Skills
Investment Banking, Bloomberg
Education
Middlebury College 2008 — 2012
Economics, Magna Cum Laude
University of New South Wales 2011 — 2011
Westlake High
Canaccord Genuity Inc. April 2015 - Present
Canaccord Genuity Inc. April 2014 - March 2015
Canaccord Genuity Inc. July 2012 - March 2014
Macquarie Group June 2011 - August 2011
Focus Advisory Services June 2010 - August 2010
Skills
Investment Banking, Bloomberg
Education
Middlebury College 2008 — 2012
Economics, Magna Cum Laude
University of New South Wales 2011 — 2011
Westlake High
Manyi Xiao's Macquarie Group Experience June 2014 - Present
Job Student at Long Island University, Brooklyn Campus
Industry
Experience
Macquarie Group June 2014 - Present
Skills
Microsoft Office, Financial Accounting, Auditing, Customer Service, Leadership, PowerPoint, Microsoft Excel, Teamwork, Financial Analysis, Time Management, Accounting, Microsoft Word
Education
Long Island University, Brooklyn Campus 2011 — 2014
Macquarie Group June 2014 - Present
Skills
Microsoft Office, Financial Accounting, Auditing, Customer Service, Leadership, PowerPoint, Microsoft Excel, Teamwork, Financial Analysis, Time Management, Accounting, Microsoft Word
Education
Long Island University, Brooklyn Campus 2011 — 2014
David Konrad's Macquarie Group Experience March 2013 - Present
Job Managing Director at Macquarie Group
Industry Capital Markets
Experience
Macquarie Group March 2013 - Present
KBW June 2002 - February 2013
BMO Harris Bank June 1992 - June 2002
Skills
Banking, Valuation, Equity Research, Equities, Investment Banking
Education
Loyola University of Chicago 1990 — 1992
Master of Business Administration (MBA), Accounting and Finance
Northern Illinois University 1986 — 1987
Bachelor's degree, Accounting and Finance
Macquarie Group March 2013 - Present
KBW June 2002 - February 2013
BMO Harris Bank June 1992 - June 2002
Skills
Banking, Valuation, Equity Research, Equities, Investment Banking
Education
Loyola University of Chicago 1990 — 1992
Master of Business Administration (MBA), Accounting and Finance
Northern Illinois University 1986 — 1987
Bachelor's degree, Accounting and Finance
Austin Graham's Macquarie Group Experience August 2015 - Present
Job CoHead U.S. Equities at Macquarie Group
Industry Financial Services
Experience
Macquarie Group August 2015 - Present
Macquarie Group May 2008 - Present
Lehman Brothers Holdings Inc. June 1989 - 2008
Education
Lehigh University 1985 — 1989
Bachelor's degree, Philosophy
Macquarie Group August 2015 - Present
Macquarie Group May 2008 - Present
Lehman Brothers Holdings Inc. June 1989 - 2008
Education
Lehigh University 1985 — 1989
Bachelor's degree, Philosophy
Peter Bendall's Macquarie Group Experience February 2008 - Present
Job Senior Vice President at Macquarie Group
Industry Financial Services
Experience
Macquarie Group February 2008 - Present
KordaMentha February 2005 - November 2007
Skills
Investments, Financial Modeling, Valuation, Financial Services, Asset Management, Banking
Education
Macquarie University 2001 — 2004
Bachelor of Applied Finance and Economics
Macquarie Group February 2008 - Present
KordaMentha February 2005 - November 2007
Skills
Investments, Financial Modeling, Valuation, Financial Services, Asset Management, Banking
Education
Macquarie University 2001 — 2004
Bachelor of Applied Finance and Economics
erica shelton's Macquarie Group Experience November 2003 - October 2006
Job Senior Reimbursement Specialist at Covenant Dove, LLC
Industry Hospital & Health Care
Experience
Covenant Dove, LLC Account ManagerCampbell Clinic OrthopaedicsJanuary 2007 - April 2008
Macquarie Group November 2003 - October 2006
Kindred Healthcare August 2001 - November 2003
The Regional Medical Center November 1999 - August 2001
Education
University of Phoenix 2011 — 2012
Graduate Accounting Certificate
University of Phoenix 2004 — 2006
Master of Business Administration (M.B.A.)
LeMoyne-Owen College 1993 — 1998
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Covenant Dove, LLC Account ManagerCampbell Clinic OrthopaedicsJanuary 2007 - April 2008
Macquarie Group November 2003 - October 2006
Kindred Healthcare August 2001 - November 2003
The Regional Medical Center November 1999 - August 2001
Education
University of Phoenix 2011 — 2012
Graduate Accounting Certificate
University of Phoenix 2004 — 2006
Master of Business Administration (M.B.A.)
LeMoyne-Owen College 1993 — 1998
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS