Merrill Lynch Capital Markets
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Merrill Lynch Capital Markets Employees
QuanticMind (formerly InsideVault) 2014 - Present
Google 2006 - 2014
Ecast 2004 - 2006
Innovaro 2004 - 2004
Synthesized Logic 2001 - 2004
Arcot (Acquired by CA Technologies) 1997 - 2001
TradingDynamics (Acquired by Ariba) 1997 - 1997
Dimension X (Acquired by Microsoft) 1996 - 1997
Silicon Graphics 1988 - 1996
Merrill Lynch Capital Markets 1987 - 1987
Skills
Product Management, Business Strategy, Product Marketing, Business Development, Strategy, Advertising Sales, Search Advertising, Digital Marketing, Sales Management, Mobile Advertising, Online Advertising, Interactive Advertising, Advertising Management, International Sales, Online Marketing, Social Media Marketing, Marketing Management, Product Strategy, Digital Strategy, New Business Development, Business Management, New Venture Creation, Venture Finance, Venture Development
Education
Harvard Business School 1986 — 1988
MBA
Stanford University 1978 — 1981
BA
New Trier West 1975 — 1978
No Budget Film School July 2005 - Present
Antic Pictures January 2004 - Present
Next Wave Films April 1997 - September 2002
Curtains Theater September 1989 - September 1994
Merrill Lynch Capital Markets May 1987 - September 1989
Skills
Independent Film, Feature Films, Film Production, Film, Documentaries, Storytelling, Theatre, Pre-production, Short Films, Casting, Sound, Entertainment, Post Production, Producing, Video Production, HD Video, New Media, Film Festivals, Video, Final Cut Pro, Camera, Comedy, Television, Festivals, Acting, Video Editing, Web Video, Directing, Training, Media Production, Final Draft, Drama, Videography, Digital Video, Scripting, Production Managment, Voice Over, Film Distribution, Pre-production Planning, Teaching
Education
The University of Texas at Austin 1983 — 1987
Bachelor of Business Administration (BBA), Business Honors Program
Trulia November 2011 - Present
PayPal 2008 - 2011
eBay, Inc 2003 - 2008
Amazon.com 1999 - 2001
PepsiCo, Inc. 1993 - 1999
Merrill Lynch Capital Markets 1988 - 1990
Education
Northwestern University - Kellogg School of Management 1991 — 1993
Master of Management
Deutsche Bank February 2008 - Present
Schemalive LLC September 2001 - Present
Deutsche Bank November 2004 - February 2008
Software Designer/Consultant June 1984 - November 2004
New York University / Tisch School of the Arts September 1997 - January 1999
Recording Engineer June 1986 - October 1988
Merrill Lynch Capital Markets June 1982 - June 1984
Skills
Agile Methodologies, Software Development, Business Analysis, Software Project..., SDLC, Enterprise Architecture, Unix, SOA, Microsoft SQL Server, Sybase, Spring, Java Enterprise Edition, Java, C#, .NET, WPF Development, Prism, C, C++, Oracle, SQL, RFA, RMDS, JMS, Ui/UX Design, Algorithm Design, Distributed Systems, Program Management, Integration, Investment Banking, Credit Derivatives, Fixed Income, Municipal Finance, Database Design, Bonds, Trading, Architecture, Data Modeling, Low Latency, Design Patterns, WPF, Perl, Architectures, Test Driven Development, Scrum, Agile Project Management, Reference Data, Derivatives, FX Options, Market Data
Education
Bronx High School of Science
Regents Honors, Advanced work in mathematics, computer science, and biology; First string, mathematics team
Brown University
Bachelor, Computer Science
BMO Harris Bank May 2011 - Present
ABN AMRO, Inc. 2002 - 2010
ABN AMRO - Chicago Corporation 1998 - 2002
McBaldwin Financial Company 1996 - 1998
Christian Brothers Investment Services, Inc. 1989 - 1995
Merrill Lynch Capital Markets 1980 - 1989
Skills
Operational Risk..., Finance, Project Management, Operational Risk, Capital Markets, Banking, Risk Management, Financial Risk, Financial Services, Auditing, Credit, Enterprise Risk..., Internal Audit, Derivatives, Risk Assessment, Basel II, Process Improvement, Securities, Commercial Banking, Credit Risk, Treasury Management, Investments, Portfolio Management, Credit Analysis, Cash Management, Fixed Income, AML, Financial Markets, FX Options, Mergers & Acquisitions, Market Risk, Investment Banking, Structured Finance, Anti Money Laundering
Education
Lewis University 1991 — 1995
MBA, Finance
ISO-NE August 2011 - Present
National Grid 2008 - April 2011
National Grid 2005 - 2008
National Grid 2002 - 2005
Niagara Mohawk Holdings ($3.5 billion Revenue) 1999 - 2002
Binghamton University, Groupe ESC LYON, Babson College September 1994 - June 1999
Merrill Lynch Capital Markets November 1987 - June 1991
Skills
Energy, Analysis, Renewable Energy, Strategy, Strategic Planning, Energy Policy, Energy Efficiency, Project Management, Smart Grid, Energy Markets
Education
New York University
Ph.D., Financial Economics
New York University
M.A., Economics
North Quincy High School
Diploma
University of Massachusetts, Amherst
B.A., Economics, Summa cum Laude
The Coca-Cola Company March 2012 - Present
PwC October 2010 - March 2012
Strategic Treasurer LLC November 2006 - October 2010
Atlanta Silverbacks Soccer May 2005 - October 2006
Delta Community Credit Union August 2001 - May 2005
Delta Air Lines, Inc August 2000 - May 2005
The Home Depot, Inc April 1996 - August 2000
Merrill Lynch Capital Markets April 1991 - April 1996
The Federal Reserve Bank of Atlanta May 1987 - April 1991
Skills
Treasury Management, Derivatives, Treasury, Risk Management, Corporate Finance, Investment Banking, Cash Management, Hedging, Financial Risk, Capital Markets, Finance, Investments, Financial Risk..., Financial Modeling, Commodity, FX Options, Financial Analysis, Fixed Income, Banking, Rates, Financial Services, Commodity Risk..., Risk Management..., Management, Internal Controls, Dodd-Frank, Cash Flow Forecasting, Risk Modeling, Interest Rate..., FX Hedging, Hedge Accounting, Consulting, Chartered Financial..., Accounting, Project Management, Leadership, Training, Public Speaking, Trading, Futures, Statistical Data...
Education
Chartered Financial Analyst 1989 — 1992
CFA
Georgia State University - J. Mack Robinson College of Business 1989 — 1991
Masters
Emory University - Goizueta Business School 1986 — 1988
BBA
Oxford College of Emory University 1984 — 1986
AA
Heritage High school 1980 — 1984
high school
J.P. Morgan March 2012 - Present
FBR Capital Markets July 2010 - February 2012
KeyBanc Capital Markets February 2007 - July 2010
Libra Securities LLC February 2003 - February 2007
CIBC Oppenheimer May 1995 - February 2003
Merrill Lynch Capital Markets August 1989 - May 1995
Skills
Debt, Mergers, Lodging, Investment Banking, Strategic Advisory, Financial Services, Investment Advisory, Mergers & Acquisitions, Private Equity, Wealth Management, Restructuring, Management
Education
University of Virginia - Darden Graduate School of Business Administration 1987 — 1989
MBA, Finance
University of Pennsylvania Law School 1980 — 1983
JD, Law
Rutgers University-New Brunswick 1976 — 1980
BA, Political Science
Haddon Heights
Zucker's Bagels & Smoked Fish 2006 - Present
Murray's Bagels Chelsea 2000 - Present
Merrill Lynch Capital Markets 1986 - 1999
DRL Associates 1986 - 1986
Deloitte & Touche 1983 - 1986
Skills
Restaurant Management, Food Service, Strategic Planning, Hospitality, Marketing Strategy, Management, Marketing, Microsoft Office, Microsoft Excel, Customer Service, Social Networking, Sales
Education
Pace University - Lubin School of Business
SUNY Albany
Iaso Advisors, LLC August 2014 - Present
Tradewinds Investment Mgmt, LP October 1994 - August 2014
Merrill Lynch Capital Markets June 1986 - June 1994
Skills
Investments
Education
Penn State University 1984 — 1986
MBA
Penn State University 1976 — 1980
BA
CFA Institute
Chartered Financial Analyst
Town of Greenwich 2011 - Present
Fairfield County Community Foundation 1999 - 2004
Cadwalader, Wickersham & Taft LLP 1988 - 1998
Merrill Lynch Capital Markets 1983 - 1985
Skills
Nonprofits, Fundraising, Public Relations, Corporate Finance, Mergers & Acquisitions, Corporate Law, Budgets, Marketing Communications, Project Finance, Grants, Community Outreach, Volunteer Management, Joint Ventures, Finance, IPO, Public Speaking, Program Development, Marketing, Social Media, Strategic Planning, Funding, Human Resources, Securities, Event Planning
Education
Harvard University 1979 — 1983
Bachelor of Arts (B.A.), Economics, Cum Laude
University of Pennsylvania Law School 1985 — 1988
Doctor of Law (J.D.), Law
EWM Realtors, Inc. December 2003 - Present
Esslinger-Wooten-Maxwell, Inc. December 2003 - Present
BNI® 1999 - 2015
Merrill Lynch Latin American Region September 1999 - November 2001
Merrill Lynch Capital Markets April 1987 - September 1999
Skills
Short Sales, Sellers, REO, Foreclosures, Condos, Investment Properties, Single Family Homes, Relocation, Investors, Luxury, Real Estate Transactions, Negotiation, Selling, Rentals, Investments, Real Property, Property Management, Listings, Buyer Representation, First Time Home Buyers, Real Estate Development, Property, Leases, Waterfront, New Homes, New Home Sales, Referrals, Buyers, National Association of..., Vacation Homes, Income Properties, Townhomes, e-PRO, SFR, FHA, Move Up Buyers, 1031 Exchanges, Listing Homes, Relocation Buyers, HUD, Seller Representation, Home Staging, International Real..., ABR, Council of Residential..., Seniors, CDPE, Senior Real Estate, Gated Communities, Second Home
Education
New Jersey City University
The Berkeley College
Private Tutor April 2010 - Present
Fairfax County Public Schools August 2008 - Present
Special Education Tutoring and Consultancy January 2007 - Present
Fairfax County Public Schools December 2005 - June 2008
Fairfax County Public Schools March 1993 - December 2005
Citicorp Investment Bank June 1986 - August 1988
Merrill Lynch Capital Markets February 1984 - May 1986
United States Information Agency April 1981 - June 1983
Skills
Curriculum Development, Tutoring, Program Management, Public Speaking, Classroom Management, Educational Leadership, K-12, Teachers, Lesson Planning, Special Education, Curriculum Design, Educational Technology, Teacher Training, Differentiated..., Teaching, Behavior Management, Learning Disabilities, Program Development, Training
Education
George Mason University 2004 — 2005
Master of Education (MEd), Special Education, Administrative Endorsement
George Mason University 1991 — 1993
MEd, Educational Leadership, Special Education
Virginia Commonwealth University 1978 — 1981
BGS, Soviet Economics
Consulting February 2007 - Present
Richardson May 1987 - February 2007
Manchester Partners July 1994 - May 1996
Merrill Lynch Capital Markets 1988 - 1989
Corporate Performance Systems 1984 - 1987
Skills
Marketing Strategy, Professional Services, Training Delivery, Performance Consulting, Instructional Design, Business Coaching, Team Building, E-Learning, Management Development, Public Speaking, Workshop Facilitation, Strategic Planning, Organizational..., Emotional Intelligence, Management Consulting, Nonprofits, Training, Management, Business Strategy, Leadership
Education
European University, Brussels, Belgium 1984 — 1984
Master of Business Administration (M.B.A.), International Business
Emerson College 1980 — 1984
Bachelor of Science, Organizational Behavior
ORO TORO, LLC July 2009 - Present
CIBC World Markets 1996 - 2009
Prudential Securities Inc. April 1995 - November 1996
Morgan Stanley Smith Barney 1993 - 1995
Citicorp Securities Markets August 1988 - December 1989
Merrill Lynch Capital Markets June 1985 - July 1988
Education
Harvard Business School 1983 — 1985
MBA, Finance, General Management
Stanford University 1974 — 1976
MSCE, MSAES, Geotechnical Engineering, Applied Earth Sciences
City University of New York City College 1970 — 1974
BS, Geology/Oceanography
Rensselaer Polytechnic Institute 1969 — 1970
BS Candidate, Science and Engineering
Brooklyn Technical High School 1965 — 1969
Regents Diploma, Aeronautical Engineering
"Bond Bears" Trading Club 2014 - Present
TJM Institutional Services April 2012 - December 2012
Visionary Forex February 2008 - December 2010
Loop Capital Markets November 2005 - January 2007
Prudential Bache Financial 1998 - 2005
Noble Press 1989 - 1998
Merrill Lynch Capital Markets 1980 - 1989
Baxter International Inc. 1978 - 1980
Arthur Young August 1976 - September 1978
Skills
Hedging, Trading, Commodities, Risk Management, Fixed Income, FX, Options, Asset Management, Alternative Investments, Derivatives, Trading Systems, Asset Managment, FX Options, Commodity, Hedge Funds, Currency, Swaps, Financial Services, Financial Markets, Equities, Finance, Series 7, Foreign Exchange, Mutual Funds, Investments, Portfolio Management, Securities, Bonds, Banking, Series 63, FX trading, Bloomberg, ETFs, Equity Trading, Financial Risk, Capital Markets, FINRA, Electronic Trading, Financial Modeling, Valuation, Investment Management, Asset Allocation, Investment Banking, Equity Derivatives, Wealth Management, Financial Structuring, Investment Advisory, Structured Finance, Equity Research, Investment Strategies
Education
The University of Chicago - Booth School of Business 1976 — 1979
MBA, Finance/Economics
Bradley University 1972 — 1976
BS in, Accounting
Fidelity Investments January 2014 - Present
Fidelity Investments April 2011 - December 2013
Fidelity Investments July 1993 - January 1997
Union Trust Company November 1986 - April 1993
Merrill Lynch Capital Markets March 1985 - October 1986
Skills
Marketing, Leadership, Investments, Mutual Funds, Sales Management
Education
Trinity College-Hartford 1978 — 1983
B.S., Environmental Studies/Economics
of, European Studies
City Of London Polytechnic
The Qualitative Report January 2011 - Present
Internationl Journal of Transpersonal Studies January 2010 - Present
Institute of Transpersonal Psychology September 2006 - Present
Milestones Autism Organization March 2006 - September 2006
Private Practice January 2003 - January 2005
Associated Students Children's Center, San Francisco State University January 1998 - January 2000
Disorganization in January 1998 - May 1998
Mills College Children's School September 1996 - May 1998
Associated Students Children's Center, San Francisco State University January 1996 - May 1996
Merrill Lynch Capital Markets June 1987 - April 1993
Skills
Research, Editing, Curriculum Design, Teaching, Qualitative Research, Writing, Higher Education
Education
Institute of Transpersonal Psychology 2006 — 2010
Mills College Graduate School
MA, Early Childhood Education; Child Development
Mount Holyoke College
BA; Degree, International Relations; Finance
Institute of Transpersonal Psychology
Ph.D, Transpersonal Psychology
San Francisco State University
Biosynthetic Technologies May 2009 - Present
Lancer Orthodontics January 2004 - June 2008
BUY.COM 1999 - 2000
Pacific National Bank April 1994 - December 1998
ALTA RESIDENTIAL MORTGAGE TRUST 1996 - September 1998
CAPITAL BANCORP January 1993 - January 1994
FIRST FEDERAL BANK January 1988 - January 1993
MERRILL LYNCH CAPITAL MARKETS June 1986 - December 1987
Skills
Executive Management, Start-ups, Mergers, Cleantech, Investment Banking, Disruptive Technologies, Strategic Planning, Commercialization, Venture Capital, Product Development, Due Diligence, Entrepreneurship, Strategic Partnerships, Market Development, Financial Modeling, Strategic Financial..., Patent Prosecution
Education
Massachusetts Institute of Technology - Sloan School of Management 1985 — 1987
MBA, Finance & International Economics
Brigham Young University 1980 — 1983
B/S, Business Finance
CollegeLab, Inc. March 2001 - Present
Advest November 1995 - December 1998
Richter & Co. January 1991 - October 1995
Cain Brothers Shattuck February 1987 - December 1992
Merrill Lynch Capital Markets June 1981 - January 1987
Bain & Company October 1978 - July 1980
Education
The University of Chicago Booth School of Business 1980 — 1982
MBA, finance
Harvard University 1974 — 1978
AB cum laude, Government
Matignon High School, Cambridge, MA. 1970 — 1974
Diploma
AXA Advisors, LLC October 1990 - Present
Security Pacific Bank September 1985 - October 1990
Merrill Lynch Capital Markets 1979 - 1985
Huntoon, Paige & Co., Inc. 1972 - 1979
Skills
Strategic Financial..., Life Insurance Services, Long Term Care..., Estate Planning..., Wealth Management
Education
University of Pennsylvania - The Wharton School 2007 — 2010
Certificate, Retirement Planning
Fordham University 2000 — 2007
BA, Liberal Arts, Studio Art, Magna Cum Laude
City University of New York-Queens College 1970 — 1972
Liberal Arts
St. Michael HS 1964 — 1968
NYS Regents Diploma, General Studies
AGA Global Inc March 2011 - Present
Intrasoft International March 2011 - Present
The World Bank January 2008 - April 2010
European Union TACIS Program January 1999 - January 2000
The World Bank January 1994 - January 1997
University of Colorado January 1990 - January 1991
PaineWebber Inc January 1987 - January 1989
Merrill Lynch Capital Markets January 1983 - January 1987
Hellenic Lines Ltd January 1981 - January 1983
Skills
Project Implementation, Policy, Business Strategy, Team Leadership, Program Management, New Business Development, Strategic Planning, Research, Knowledge Management, Economic Development, Emerging Markets, Capacity Building, Public-private..., Customer Relations, Business Analysis, Analysis, Business Intelligence, Databases, Data Analysis, Consultancy, Business Development, Public/private..., Government, Leadership, Governance, Management Consulting, International Relations, Proposal Writing, International..., European Union
Education
Penn State University 1979 — 1981
MS Economics, Economics, Finance, International Economics
Fidelity Investments 1998 - 2013
Wright Investors Service 1997 - 1998
Northeastern University and Sacred Heart University 1990 - 1998
GSM Financial Solutions 1987 - 1997
Merrill Lynch Capital Markets 1985 - 1987
International Data Corp. 1984 - 1985
Data Resources, Inc. (now part of Global Insight) 1982 - 1984
Skills
Investments, Asset Allocation, Asset Managment, Financial Modeling, Data Analysis, Portfolio Performance..., Investment Research, Investment Consulting, DC and DB Retirement..., Institutional Sales, Client Service Oriented, Consulting
Education
Carnegie Mellon University - Tepper School of Business 1980 — 1982
MBA, Finance
Boston University 1978 — 1980
BA, Economics and Mathematics
GTS Research February 1993 - Present
RBS Greenwich Capital 1988 - 1991
Merrill Lynch Capital Markets 1983 - 1987
Oak Park Trust & Savings Bank 1977 - 1980
Northern Trust Bank 1969 - 1977
US Army 1965 - 1968
Skills
Options, Risk Management, Research, Public Speaking, Statistics, Fixed Income, Policy, Portfolio Management, Strategic Planning, Analysis, Data Analysis, Team Leadership, Management, Financial Analysis, Teaching, Trading, Equities, Policy Analysis, Proprietary Trading, Technical Analysis, Strategy, Asset Management, Investments, Commodity, Finance, FX trading, Leadership, Financial Markets, Hedge Funds, Hedging, Valuation, Derivatives, Alternative Investments, Bloomberg, Trading Systems, FX Options, Program Management, Project Planning, Business Strategy, Trading Strategies, Equity Trading, Investment Strategies, Entrepreneurship, Securities, Capital Markets, Quantitative Analytics, Electronic Trading, Marathon
Education
Northern Illinois University 2010 — 2012
MA, History
University of Illinois at Chicago
BA, History
Illinois Institute of Technology
Mathematics
Carroll College
Music
International Development January 2014 - Present
Crown Agents - USA April 2010 - 2014
Deloitte LLP May 2009 - April 2010
BearingPoint June 2005 - April 2009
Deloitte Emerging Markets June 1993 - January 2004
Merrill Lynch Capital Markets 1989 - 1991
Primerica Corporation 1985 - 1989
Skills
International..., Management Consulting, Program Management, Governance, Public/private..., International Project..., International Relations, Strategic Planning, Business Development, Capacity Building, Business Process..., Mergers, Economic Development, Policy, Sustainability, Strategy, NGOs, Proposal Writing, Organizational..., Mergers & Acquisitions, Strategic Vision, Project Management, Business Strategy, Government, Organizational..., Change Management
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance & International Business
University of North Carolina at Chapel Hill 1976 — 1977
MSPH, Environmental Management
The Johns Hopkins University 1972 — 1976
BES, Environmental Engineering
Notre Dame Prep 1968 — 1972
The Lam Group, Inc. 2001 - Present
Windermere Investment Associates 1999 - 2000
UBS Securities 1990 - 1996
Merrill Lynch Capital Markets 1987 - 1990
JP Morgan 1982 - 1985
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance
Tufts University 1978 — 1982
BS, Mechanical Engineering
The Lawrenceville School 1974 — 1978
RBS Greenwich Capital April 1990 - October 2008
RBS Greenwich Capital April 1990 - October 2008
RBS Greenwich Capital April 1990 - October 2008
RBS Greenwich Capital 1990 - October 2008
RBS Greenwich Capital January 2000 - January 2008
RBS 2000 - 2008
Global Head of Futures, Greenwich Capital Markets January 1996 - January 2000
Greenwich Capital Institutional Futures Sales January 1990 - January 1996
Merrill Lynch September 1988 - April 1990
Merrill Lynch Capital Markets January 1986 - January 1990
Skills
Derivatives, Series 24, Options, Fixed Income, Trading, Swaps, Commodity, Hedge Funds, Alternative Investments, Portfolio Management, Options Strategies, Bonds, Rates, Banking, Back Office, Bloomberg, Capital Markets, Financial Markets, Asset Management, Hedging
Education
Georgia Institute of Technology - Georgia Tech College of Management 1974 — 1979
B.S., economics/finance
Georgia Institute of Technology
B.S, Industrial Management
The South Kent School 1970 — 1974
prep
... March 2007 - Present
LaSalle Bank 2002 - 2007
The Chicago Corporation 1997 - 2002
Lamborn Securities 1994 - 1996
J.P. Morgan 1992 - 1994
Quantum Financial Services 1990 - 1992
Laurain & Company 1989 - 1990
Thomson McKinnon 1987 - 1989
Staley Commodities 1985 - 1987
Merrill Lynch Capital Markets 1980 - 1985
Skills
Chartered Financial..., Investment Management, Portfolio Management, Investment Strategies, Alternative Investments, Fixed Income, Derivatives, Wealth Management..., Investments, Hedge Funds, Commodity, Financial Markets, Bonds, Private Equity, Trading, Asset Allocation, Equities, Wealth Management, Investment Advisory, Asset Management, Securities, Capital Markets, Mutual Funds, Series 7, Series 63, Investment Banking, Hedging, Asset Managment, Equity Research
Education
Weatherhead School of Management at Case Western Reserve University 1976 — 1977
MSM, Finance
Case Western Reserve University 1973 — 1977
BA, Mathematics/Statistics
Grand River Academy 1971 — 1973
BB&T Capital Markets September 2000 - Present
Morgan Keegan, Co July 1997 - September 1998
Wheat First (Wachovia Securities) June 1990 - July 1997
Nationsbank (Bank of America Securities) June 1989 - June 1990
Merrill Lynch Capital Markets August 1987 - June 1989
Household Mortgage Services (Household International) July 1985 - August 1987
Glenview State Bank August 1982 - July 1985
Federal Deposit Insurance Corporation June 1979 - August 1982
Ohio Bureau of Criminal Investigation October 1974 - June 1979
Office of the Commonwealth's Attorney 17th Judicial District of KY March 1973 - October 1974
Skills
Investments, Equities, Capital Markets, Debt, Private Placements, Structured Finance, Valuation, Asset Managment, Financial Modeling, Investment Banking, Financial Analysis, Equity Research, Due Diligence, Fixed Income, Portfolio Management
Education
The University of Chicago Booth School of Business 1983 — 1985
MBA, Economics/Finance
Eastern Kentucky University 1972 — 1974
MS, Public Administration
Marshall University 1967 — 1971
BA, Social Sciences
Marshall University 1967 — 1971
BA, Social Sciences
Highmark Blue Cross Blue Shield 2012 - Present
Rural Health Innovation Collaborative 2009 - 2012
Consultant 2008 - 2009
Richard G. Lugar Center for Rural Health 1995 - 2008
Vermillion Parke Community Health Center 2007 - 2007
Merrill Lynch Capital Markets 1988 - 1999
Employee Benefit Research Institute 1991 - 1995
Ernst & Young 1990 - 1990
Skills
Grant Writing, Training, Strategic Planning, Analysis, Management, Healthcare, Mergers & Acquisitions, Budgets, Editing, Governance, System Administration, Operations Management, Business Analysis, Management Consulting, Project Management, Leadership, Public Speaking, SDLC, Microsoft Office, Health Insurance, Insurance, Requirements Gathering, Research
Education
American University
Master of Business Administration (MBA)
San Francisco State University
Bachelor's degree
Geller & Company LLC 2008 - Present
Geller & Company LLC 2012 - 2015
Geller & Company LLC 2003 - 2014
Geller & Company LLC 2008 - 2010
Digitas LLC 2001 - 2003
Prudential Insurance Company of America 1999 - 2000
Citibank, N.A. 1995 - 1999
ITT Corporation 1991 - 1995
Lehman Brothers 1987 - 1990
Merrill Lynch Capital Markets 1983 - 1985
Skills
Strategic Planning, Profitability Analysis, Board / Investor..., Marketing Strategy, Implementation /..., Change Management, Process Improvement, Pricing Optimization, Culture Transformation, Risk Management, Business Continuity, Mergers & Acquisitions..., Divestitures, Business Valuations, Finance, Business Metrics &..., Budgeting & Forecasting, Scenario Planning, Human Resources Strategy, Employee Engagement, Employee Retention, Talent Management, Leadership, Compensation / Benefits..., Executive Compensation, Internal & External..., Vendor Management, Program Management, Project Management, IT Strategy, Legal / Compliance, Start-ups, Private Equity, Financial Services, Investment Banking, Fintech, Commercial Finance, Insurance, Retail Banking, Private Banking, Wealth Management, Family Offices
Education
Harvard Business School 1985 — 1987
MBA
Yale University 1979 — 1983
B.A. cum laude, Economics
JetBlue Airways November 2001 - Present
The International Executive July 1990 - 1999
The Boston Company, Boston Safe Deposit & Trust (bought by American Express) 1987 - 1990
Mellon Financial Services 1985 - 1987
Merrill Lynch Capital Markets 1983 - 1985
Skills
Customer Service, Airlines, Public Speaking, Customer Satisfaction
Education
Purdue University 1972 — 1973
Masters -Nutrition
California State Polytechnic University-San Luis Obispo 1962 — 1964
BS, Business, Management, Marketing, and Related Support Services
Garland Junior College 1960 — 1962
Associate in Science, Nutrition
Christ Church March 2015 - Present
Veritext Legal Solutions March 2014 - December 2014
Rennillo Deposition & Discovery, a Veritext Company April 2011 - March 2014
Wallover Oil Company September 2006 - October 2007
Optical Data Corporation July 1990 - January 1993
Merrill Lynch Capital Markets June 1987 - July 1990
Goldman, Sachs & Co. June 1977 - January 1986
Skills
Public Speaking, Negotiation, Marketing Strategy, Public Relations, Sales, Account Management, Social Media, Marketing, Social Networking
Education
Saint Peter's University 1981 — 1985
BS, Economics
Lundeen Cliffside Associates, Inc. September 2008 - Present
360 Consulting Inc. September 2006 - September 2008
The Baron Group November 2003 - January 2005
Wide Learning Financial Directions June 1998 - November 2003
NatWest Capital Markets February 1990 - April 1995
National Westminster Bank PLC 1990 - 1995
Merrill Lynch Capital Markets March 1986 - August 1989
Aetna 1984 - 1985
Aetna Life and Casualty 1982 - 1984
Skills
Investment Banking, Capital Markets, Fixed Income, Strategic Planning, Public Speaking, Business Strategy, Fundraising, Team Building, Change Management, Management Consulting, Strategy Development, Negotiation, Business Planning, Non-profits, Mentoring, Coaching, Writing, Executive Coaching, Marketing Strategy, Strategy, Nonprofits, Training, Management, CRM, Leadership
Education
Harvard University, John F. Kennedy School of Government 1976 — 1978
MPP(Public Policy), Public Finance and Historic Preservation Real Estate Finance
University of Minnesota-Twin Cities 1975 — 1976
MA, American Studies
Harvard University 1970 — 1974
AB
University of Chicago Lab School
High School
Enhanced Equity Funds April 2015 - Present
Focused Ultrasound Foundation June 2013 - March 2015
Boyden Global Executive Search January 2011 - June 2013
Mogavero, Lee & Co., Inc November 2006 - August 2010
Merrill Lynch Capital Markets July 1984 - May 1990
Skills
Customer Relations, Executive Search, New Business Development, Market Research, Direct Sales, Customer Service, Strategic Planning, Social Enterprise, Corporate Social..., Fundraising, CRM, Management, Start-ups, Recruiting, Capital Markets, Marketing Strategy, Sourcing, Talent Management, Human Resources, Marketing, Talent Acquisition
Education
Columbia University - Columbia Business School
MBA, Finance and Marketing
University of Virginia
BA with Highest Distinction, International Relations
Skopos Financial February 2013 - Present
Westlake Financial Services August 2012 - February 2013
Glass Clinic July 2011 - August 2012
Fort Elementary August 2008 - June 2011
Basketcase Book Company January 2001 - August 2008
Merrill Lynch Private Client Group June 1997 - August 1999
Merrill Lynch Private Client Group June 1993 - May 1997
Merrill Lynch Capital Markets January 1991 - July 1993
Skills
Teaching, Psychology, Public Speaking, Tutoring, Special Education, Staff Development, Writing, Counseling, Teacher Training, Market Analysis, Local Marketing, Strategic Consulting, Small Business, Entrepreneurial..., Self Driven, Teamwork, Skilled Communicator, Mobile Marketing, Training & Development, Sales Skills Training, Financial Planning, Training Delivery, Fleet Services, C Level Selling, Positive Psychology, Positive Energy, Positive Team Player, Positive Can-do Attitude, Energetic Self-Starter, Lead Generation, B2B, Sales Hunter, Cold Calling Experience, Sincere, Trusted Advisor, Entrepreneurship, Sales, Territory Management, Dedication to..., Professional Experience, New Business Development, Territory..., Profit, Customer Service, Passion for Success, Account Management, Subprime Auto Finance, Subprime Automotive..., Nonprime Auto Lending, Nonprime Auto Finance
Education
Texas A&M University-Commerce 2007 — 2011
Master's degree, Special Education, plus courses toward master's degrees in Business Administration & Counseling
Texas A&M University-Commerce 2005 — 2007
Bachelor's degree, Psychology
Texas State University-San Marcos 1986 — 1988
College courses toward bachelor's degrees in English and Philosophy
Lakeview Centennial High School 1986 — 1986
North Mesquite High School 1982 — 1985
Tew Cardenas LLP 2009 - 2014
Paris Legal Solutions 2004 - 2009
Hall, David and Joseph PA 1997 - 2004
Greater Miami Jewish Federation 1995 - 1997
First Defense Legal Services Insurance Corporation 1990 - 1995
Merrill Lynch Capital Markets 1988 - 1990
Gonzalez Enterprises 1979 - 1988
Skills
Legal Research, Courts, Legal Writing, Litigation, Document Review, Commercial Litigation, Civil Litigation, Westlaw, Litigation Support, Mediation, Appeals, Legal Issues, Spanish, Arbitration, Legal Assistance, Family Law, Depositions, Corporate Law, Alternative Dispute..., Employment Law, Hearings, Product Liability, Medical Malpractice, Contract Negotiation, Criminal Defense, Legal Documents, Pleadings, LexisNexis, Trade Secrets, International Law, Patents, Notary Public, Policy Analysis, Policy, Lexis, Copyright Law, Document Drafting, Entertainment Law, Corporate Governance, Estate Planning, Environmental Law, Wordperfect, Patent Litigation, Trademarks
Education
Miami Dade College
Business Administration, Management and Operations
Fidelity Investments May 2005 - Present
Heirloom Capital, LP April 2004 - May 2005
SAC Capital Advisors, LLC April 2002 - April 2004
ABN AMRO Securities LLC April 2000 - April 2003
The Robinson Humphrey Company April 1996 - April 2000
Fidelity Investments April 1994 - April 1996
Smith Barney Shearson April 1993 - April 1994
Merrill Lynch Capital Markets August 1991 - April 1993
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Business Analysis, Project Management, Leadership, Investments, Finance, Process Improvement, Strategic Planning
Education
Duke University - The Fuqua School of Business 1989 — 1991
Master's Degree, Business Administration and Management, General
Muhlenberg College 1981 — 1985
Bachelor's Degree, Business/Managerial Economics
Nutley High School 1981 — 1985
High School
Putnam Investments 2009 - Present
Fidelity Investments 1995 - 2009
Merrill Lynch Capital Markets 1988 - 1995
Salomon Brothers 1985 - 1988
Education
Amherst College
Bachelor of Arts (B.A.)
Phillips Exeter Academy
Cascade Capital Management 2009 - Present
Cascade Settlement Services LLC 2014 - 2014
Doxentric LLC January 1999 - December 2008
Liebhardt Mills Inc. 1990 - 1998
Monitor Group 1988 - 1990
Merrill Lynch Capital Markets 1984 - 1986
Education
Stanford University Graduate School of Business 1986 — 1988
Master of Business Administration (MBA)
Brown University 1979 — 1983
Bachelor of Arts (B.A.), Russian Studies
Phillips Andover Academy 1974 — 1979
Suite 101 September 2008 - Present
Author 1997 - Present
Self Employed Author / Trader January 1993 - Present
Suite101.com 1979 - Present
Investopedia division of Forbes Media March 2007 - October 2007
SunTrust Bank January 1990 - January 1993
Merrill Lynch Capital Markets September 1979 - January 1989
Skills
Investments, Equities, Commodities, Writing, Research, Books, Non-fiction, Publishing, Fiction, Freelance Writing, Commodity, Feature Articles, Ghostwriting, Travel Writing, Copy Editing, Blogging, Published Author, Magazine Articles, Storytelling
Education
Governors State University 1973 — 1979
Self Employed January 2005 - Present
HealthyPlace.com, Inc. 1999 - Present
Merrill Lynch Capital Markets 1978 - 1992
White, Weld & Co., Inc. 1969 - 1978
Skills
Investment Banking, Hedge Funds, Venture Capital, Financial Modeling, Emerging Markets, Valuation, Mergers, Private Equity, Investments, Capital Markets, LBO, Corporate Development, Entrepreneurship, Strategic Planning
Education
Harvard Business School 1967 — 1969
MBA, with honors, Finance
Harvard University 1963 — 1967
AB, cl, American History and Literature
Alamo Heights 1959 — 1963
Diploma with Highest Honors
Merriman Holdings, Inc. February 2002 - Present
Points International Ltd (Points.com) 2006 - 2007
RateXchange Corporation October 2000 - February 2002
Wells Fargo Securities June 1996 - September 2000
merrill lynch capital markets 1982 - 1986
Skills
Investment Banking, Entrepreneurship, Asset Managment, Finance, Public Companies, Venture Capital, Private Equity, Start-ups, Mergers, Investments, Due Diligence, Business Strategy, Hedge Funds, Corporate Development, Private Placements, Series 7, Mergers & Acquisitions, Strategy, Securities, IPO, Asset Management, Capital, Equities, Financial Services, Alternative Investments, Management Consulting, Corporate Finance, Capital Markets, Valuation, Leadership, Options, Restructuring, Trading, Derivatives, Management, Strategic Partnerships, Emerging Markets, Financial Modeling, Business Development, Equity Research, Executive Management, M&A experience, Portfolio Management, Investor Relations, Financial Advisory, Mutual Funds, Funding, Equity Trading, Business Valuation, Investment Management
Education
Dartmouth College 1978 — 1982
BA, psychology
Morrison & Foerster LLP May 2008 - Present
Davis Polk & Wardwell October 2006 - April 2008
Houlihan Lokey Howard & Zukin July 1988 - May 2005
Merrill Lynch Capital Markets May 1987 - August 1987
Pacific Gas & Electric July 1985 - August 1986
International Data Corporation May 1984 - August 1984
Westinghouse Electric Company 1982 - 1984
Skills
Mergers, Venture Capital, Restructuring, Private Equity, Mergers, Intellectual Property, Due Diligence, Corporate Law, Corporate Governance, Contract Negotiation
Education
University of California, Hastings College of the Law 2003 — 2006
Carnegie Mellon University - Tepper School of Business 1986 — 1988
M.S.I.A.
Carnegie Mellon University 1981 — 1985
B.S.
Greenwich High School 1979 — 1982
Ominto, Inc. April 2013 - Present
DubLi 2015 - 2015
DubLi 2015 - 2015
Marketing Systems Management, Inc. 1991 - 2015
The Tampa Riverwalk 2008 - 2009
Tampa Port Authority 1999 - 2001
Price Waterhouse Management Consultants 1989 - 1991
Merrill Lynch Capital Markets 1986 - 1989
Skills
Business Intelligence, Investor Relations, Business Strategy, Corporate Development, Turn Around Management, Operating Model Design, Start-ups, Business Development, Leadership, Entrepreneurship, Strategy, SaaS, Operating Models, Management, Investments, Finance, Cloud Computing, Management Consulting, Business Planning, Mergers & Acquisitions, Executive Management, Marketing, Consulting, Venture Capital, Due Diligence, New Business Development, Contract Negotiation, Marketing Strategy, Sales Management, Negotiation, Competitive Analysis, Market Analysis, Business Process..., International Business, Strategic Planning, Strategic Partnerships, P&L Management, E-commerce, CRM, Financial Analysis, Market Research, Team Building, Product Marketing, Online Advertising, B2B, Budgets
Education
Southern Methodist University - Cox School of Business 1974 — 1976
BBA, Marketing
Georgetown University 1972 — 1974
International Economics
Jesuit College Prep
Cloud Sherpas March 2012 - Present
Honeywell May 1998 - March 2012
TAUNTON PRESS PUBLISHERS INC January 1995 - May 1998
MetLife September 1988 - March 1995
MERRILL LYNCH CAPITAL MARKETS October 1987 - September 1988
Skills
Salesforce.com, E-commerce, Cloud Computing, NetSuite, CRM, Cross-functional Team..., ERP, Six Sigma, Management, Project Management, SaaS, Business Intelligence, SharePoint, Enterprise Software, Integration, Requirements Gathering, Strategy, Leadership
Education
Marist College 1985 — 1987
Bachelor of Science, Computer Science
Smart2Wise, LLC January 2014 - Present
DataBurst,LLC January 2004 - Present
John G. Kinnard October 1997 - January 2003
Interim HealthCare July 1988 - April 1996
Merrill Lynch Capital Markets 1986 - 1988
Salomon Brothers, Inc. May 1979 - June 1986
Salomon Brothers, Inc June 1976 - May 1979
Skills
Leadership, Strategic Planning, Training, Capital Markets, Contract Negotiation, Equities, CRM, Securities, Entrepreneurship, Financial Analysis, Project Management, Product Development, Hedge Funds, Trading, Derivatives, Investments, Finance, Marketing, Sales Management, New Business Development, Process Improvement, Start-ups, Business Development, Research, Microsoft Office, Management, Management Consulting
Education
Bowling Green State University
Bachelor of Science (BS), Russian History - Educaton
Middlebury College
Russian Language
Glovista Investments LLC September 2014 - Present
Credit Suisse Private Banking USA January 2013 - July 2014
Credit Suisse Private Banking USA June 2005 - July 2014
The Prostate Cancer Charity February 2004 - April 2005
Merrill Lynch International Bank January 1997 - October 2002
Merrill Lynch International Private Client July 1994 - December 1996
Merrill Lynch International Bank May 1992 - July 1994
Merrill Lynch Capital Markets October 1987 - May 1992
Merrill Lynch Banque Suisse May 1985 - October 1987
Merrill Lynch International December 1980 - May 1985
Education
University of Oxford 1971 — 1972
MSc, Numerical Analysis
The University of Edinburgh 1967 — 1971
MA, Mathematics and Mathematical Physics, Summa Cum Laude
York Street Capital Advisors Vice President Corporate DevelopmentRailAmerica1998 - 2001
Smith Barney Harris Upham 1987 - 1990
Merrill Lynch Capital Markets 1983 - 1987
Lehman Brothers Kuhn Loeb 1981 - 1982
United States Navy 1970 - 1975
Skills
Private Equity, Strategic Planning, Financial Analysis, Equities, Asset Managment, Asset Management, Portfolio Management, Investments, Hedge Funds, Due Diligence, Wealth Management, Series 7, Alternative Investments, Equity Research, Insurance, Financial Modeling, Investment Strategies, Capital Markets, Mergers & Acquisitions, Sailing, Banking, Mutual Funds, Mergers, Strategic Financial..., Venture Capital, Retirement Planning, Asset Allocation, Investment Advisory, Investment Banking, Securities, Series 63, Financial Structuring, Commercial Lending, Valuation, Corporate Finance, Finance, Private Placements
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
Yale University 1965 — 1969
BA, American Studies
Value Added Capital, LLC January 1993 - Present
KD Equities May 1989 - January 1993
Integrated Resources Acquisition, Inc. July 1986 - May 1989
EF Hutton & Co. February 1981 - July 1986
Merrill Lynch Capital Markets April 1978 - February 1980
White Weld & Co. July 1975 - April 1978
General Electric Company 1969 - 1970
Education
University of Virginia Darden School of Business 1970 — 1972
Penn State University 1964 — 1968
BS, Aerospace Engineering
Merrill Lynch July 2012 - Present
New Canaan Fire Department November 2005 - Present
American Realty Advisors October 2010 - January 2012
HFP Capital Markets, LLC January 2008 - July 2010
Leeb Capital Management 2004 - 2006
Prudential Investments 1998 - 2003
HSBC Securities 1994 - 1996
Merrill Lynch Capital Markets February 1984 - December 1994
First National Bank of Cincinnati March 1980 - February 1984
Skills
Capital Markets, Securities, Banking, Investment Banking, Bonds, Due Diligence, Investments, Investment Management, Strategic Planning, Financial Analysis, Finance, Asset Managment, Valuation, Fixed Income, Equities, Executive Management, Venture Capital, Alternative Investments, Investment Strategies, Structured Finance, Asset Management, Business Strategy, New Business Development, Budgets, Financial Markets, Trading, Negotiation, Hedge Funds, Emerging Markets, Mutual Funds, Corporate Finance, Financial Modeling, Investor Relations, Wealth Management, Financial Services, Budgeting, Marketing Strategy, Strategy Development, Business Planning, Business Development, Strategy, Portfolio Management, Private Equity, Mergers & Acquisitions, Asset Allocation, Relationship Management, Financial Structuring, Real Estate, Risk Management, Investment Advisory
Education
University of Virginia - Darden Graduate School of Business Administration 1983 — 1983
Executive Program CIBS, International Banking
Georgetown University 1971 — 1975
BSFS, International Economics
St. Joseph Regional High School 1967 — 1971
College/University Preparatory and Advanced High School/Secondary Diploma Program
AstraZeneca December 2000 - Present
AstraZeneca 2000 - 2014
Merrill Lynch Capital Markets 1985 - 1990
Skills
Clinical Pharmacology, Pharmaceutical Industry, Clinical Development, CRO, Drug Development, Clinical Trials, Neuroscience, GCP, CTMS, Regulatory Affairs, Therapeutic Areas, Infectious Diseases, Regulatory Submissions, Oncology, Biotechnology, ICH-GCP, EDC, Clinical Monitoring, Medical Affairs, Cardiology
Education
Ohio Wesleyan University 1979 — 1983
BA
Van Cleef Asset Management September 1993 - Present
Van Cleef Asset Management 2002 - 2010
Merrill Lynch Capital Markets January 1983 - January 1993
Ernst & Ernst, aka, Ernst & Young 1965 - 1970
Education
John Carroll University 1958 — 1962
Bachelor of Science/Business Administration, Accounting
St. Ignatius High School 1954 — 1958
French Scientific, College Preparatory
Downstream Products LLC January 2010 - Present
Hercules Transport 2008 - November 2010
Nichimen America April 1993 - July 2008
Holland Chemicals February 1990 - January 1992
Dow Chemical January 1989 - January 1990
Merrill Lynch Capital Markets January 1987 - December 1988
Education
Thunderbird School of Global Management 1985 — 1986
MBA, International Business
Emory University 1980 — 1984
BA, International Relations/Economics
RBC Capital Markets July 2009 - Present
Morgan Stanley Investment Management September 2006 - January 2009
Morgan Stanley January 2005 - September 2006
Pyramid Consulting, Inc. October 2000 - January 2005
Technodyne LLC July 1999 - October 2000
Ernst & Young, LLP December 1994 - July 1999
Pearson December 1990 - December 1994
Peter Sharp & Company Inc. April 1989 - November 1990
Merrill Lynch Capital Markets August 1987 - April 1989
Schonbraun, Safris & Company, CPA's July 1986 - June 1987
Education
Rutgers University
BS
Emerald Development Group 2009 - Present
Riad Meriem 2006 - Present
Mid-Market Securities, LLC 2010 - 2012
Thomas Hays Interiors 1993 - 2012
Ruston Apartment Associates 1992 - 2012
Bankers Trust International 1989 - 1992
Merrill Lynch Capital Markets 1987 - 1989
Skills
Joint Ventures, Due Diligence, Value Engineering, Investments, Mergers, Negotiation, Private Equity, Mergers & Acquisitions, Venture Capital, Strategic Planning, Business Development, Sellers, Marketing, Contract Negotiation, Financial Markets, Real Estate, Financial Analysis, Asset Management, Investment Banking, Investors, Asset Managment, Leadership, Management, Investment Properties, Equities, Financial Structuring
Education
Northwestern University - Kellogg School of Management 1985 — 1987
Master of Business Administration (M.B.A.), Finance, International Business, and Marketing, 3.8
Louisiana Tech University 1980 — 1984
Bachelor's Degree, Finance, 3.9
National Instruments Corporation 2011 - Present
Dell 1995 - 2010
Winstead PC 1991 - 1995
Merrill Lynch Capital Markets 1985 - 1988
Education
The University of Texas School of Law 1988 — 1990
JD, Law
The University of Texas at Austin - Red McCombs School of Business 1984 — 1985
MBA, Business
University of Arkansas 1979 — 1983
BSIE, Industrial Engineering
FBR 1997 - 1999
SBC Warburg 1995 - 1997
Merrill Lynch Capital Markets 1985 - 1995
Education
Thunderbird School of Global Management 1981 — 1982
MBA, International Finance
Indiana University Bloomington 1977 — 1981
B.S., B.A., Business Administration, French
Universite des Sciences Humaines de Strasbourg 1979 — 1980
Diplome D'Etudes Francaises
CUHK School of Business, The Chinese University of Hong Kong 2011 - Present
Babson Capital Management 2004 - 2013
AIG Global Investment Corporation 1996 - 2004
JP Morgan Securities Inc. 1995 - 1996
JP Morgan Trust Bank Ltd. 1990 - 1994
Merrill Lynch Capital Markets 1988 - 1990
The First Boston Corporation 1984 - 1988
Skills
Alternative Investments, Fixed Income, Portfolio Management, Hedge Funds, Asset Management, Investments, Private Equity, Risk Management, Asset Managment, Bloomberg, Management, Capital Markets, Derivatives, Valuation, Equities, Structured Products, Investment Banking
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
B.S., Mathematical Methods in Engineering and Operations Research
Stanford University
Ph.D., Operations Research
Stanford University
M.S., Operations Research
Capital One November 2009 - Present
GMAC Mortgage 2005 - 2008
Federal Home Loan Bank of Seattle August 2003 - August 2005
FHLB Seattle 2003 - 2005
Toronto Dominion Bank January 2003 - July 2003
CIBC 1997 - 2002
African Development Bank April 1993 - August 1997
JP Morgan Chase/Manufacturer's Hanover Bank March 1990 - April 1993
Merrill Lynch Capital Markets 1988 - March 1990
The World Bank 1987 - 1987
Skills
Capital Markets, Fixed Income, Derivatives, Risk Management, Portfolio Management, Credit Risk, MBS, Financial Modeling, Valuation, Market Risk, ALM, Financial Risk, ABS, Bloomberg, Analytics, Treasury, Options, Structured Finance, Bonds, Trading, Treasury Management, Securitization, Banking, Management, Quantitative Finance, Hedging, Quantitative Analytics, Equities
Education
Carnegie Mellon University - Tepper School of Business
MBA, Finance
Stanford University Graduate School of Business
Executive Education, Market and Credit Risk for Financial Institutions
University of California, Berkeley
MS, Mechanical Engineering
University of Pennsylvania
MS, Applied Mechanics
Yale University
BS, Engineering and Applied Science
GE Asset Management October 2011 - Present
Fitch Ratings January 1997 - July 2010
Merrill Lynch Capital Markets May 1984 - January 1991
Jones Lang LaSalle (formerly Jones Lang Wootton) October 1979 - May 1983
Education
Columbia University - Columbia Business School
MBA
Washington University in St. Louis
BA
Tigress Financial Partners January 2014 - Present
Carlton House Capital Partners, LLC and Clean Energy Group, LLC. October 2012 - January 2014
Clean Energy Capital, LLC. January 2011 - October 2012
Clean Energy Capital, LLC. January 2010 - January 2011
William Blair and Company 2007 - 2010
Credit Suisse First Boston 1996 - 2006
TSA Capital 1993 - 1995
Loomis Sayles 1990 - 1993
Merrill Lynch Capital Markets 1983 - 1989
Security Pacific Bank 1978 - 1982
Skills
Private Equity, Equities, Investment Banking, Investments, Hedge Funds, Venture Capital, Fixed Income, Mergers, Derivatives, Strategy, Finance, Financial Services, LBO, Financial Advisory, Alternative Investments, Strategic Planning, Valuation, Portfolio Management, New Business Development, Corporate Finance, Mergers & Acquisitions, Asset Management
Education
University of Southern California - Marshall School of Business 1973 — 1976
MBA, Finance
Loyola Marymount University 1965 — 1970
BA, English
Sharon Bastide ,LLC May 2008 - Present
ADP 2005 - 2008
Merrill Lynch July 1993 - November 2002
Merrill Lynch Capital Markets May 1985 - December 1992
Education
Duquesne University 1971 — 1975
BS Business Administration, Finance and Economics
Credit Suisse May 2008 - Present
Friends of the IDF September 2004 - April 2008
Merrill Lynch Capital Markets January 1994 - April 1996
Merrill Lynch Capital Markets June 1991 - December 1993
Merrill Lynch Capital Markets August 1987 - May 1990
Skills
Business Strategy, Derivatives, Equities, Equity Derivatives, Financial Analysis, Financial Modeling, Financial Structuring, Investments, Management, Marketing, Options, Portfolio Management, Strategic Planning
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance and Marketing
University of Pennsylvania 1983 — 1987
B.A., Economics and Modern Near East Studies
Hebrew University of Jerusalem 1985 — 1986
Junior Year Program, Economics, Hebrew and Arabic Language
The ZTL Companies 2005 - Present
I-Salsbury-AG, Inc. 1991 - Present
Athra Trading-NY, Inc. 1996 - 2003
Athra Trading-NY, Inc. 1996 - 2003
The Brown Companies 1992 - 1995
Kenmare Capital Corp. 1986 - 1991
Drexel Burnham Lambert 1985 - 1986
Merrill Lynch Capital Markets 1983 - 1985
Crocker National Bank 1982 - 1982
Bear Stearns & Company, Inc., 1980 - 1980
Skills
Corporate Finance, Venture Capital, Accounting, Mergers, Entertainment, Reverse Mergers, Entrepreneur, Investments, Entrepreneurship, Due Diligence, Start-ups, Capital Markets, Business Development, LBO, Hedge Funds, Finance, Private Equity, Options, Valuation, Business Valuation, Strategy, Capital, Mergers & Acquisitions, Trading, Joint Ventures, Private Placements, Corporate Development, Emerging Markets, Investment Banking, Alternative Investments, Financial Modeling, Restructuring, IPO, Equities, Financial Analysis
Education
University of Chicago - The Booth School of Business 1981 — 1983
MBA, Accounting, Finance
University of Pennsylvania - The Wharton School 1977 — 1981
BS, Finance, Multinational Enterprise
Georgetown University - The McDonough School of Business - Summer Program 1978 1978 — 1978
Summer On Capital Hill
The Solus Group, LLC 2009 - Present
Microsoft 2007 - 2009
Weyerhaeuser 2005 - 2007
ORSC 1996 - 2005
Merrill Lynch Capital Markets 1995 - 1996
Smith Barney Capital Markets 1994 - 1995
Sybase Professional Services 1993 - 1994
Barclays Bank PLC 1991 - 1993
USWest Advanced Technologies 1986 - 1991
Skills
Big Data, Amazon Redshift, Google BigQuery, Hadoop, Data Architecture, Hive, Qubole, Python, MapReduce, Pig, Data Mining, Data Migration, Distributed Systems, Data Modeling, Data Warehousing, Sqoop, Database Development, Software Engineering, RESTful WebServices, Google App Engine, Agile Methodologies, Enterprise Architecture, Java
Education
University of Colorado Denver
B.A., Geology
University of Colorado at Denver
M.S., Information Systems/Management Science
Mid-America Sports Marketing Group, Inc. January 1992 - Present
Merrill Lynch Capital Markets May 1989 - April 1992
Education
Indiana University Bloomington
Master of Business Administration (MBA), Finance, General
University of Michigan
Bachelor of Arts (BA), Communication, General
Brevan Howard US February 2010 - Present
RMF/Man Investments 2007 - 2009
Family Office (start up) 2006 - 2007
Credit Suisse First Boston 2002 - 2006
Credit Suisse First Boston 2001 - 2002
EMF Financial Products 1999 - 2001
Credit Suisse First Boston 1996 - 1999
Merrill Lynch Capital Markets 1991 - 1996
Skills
Alternative Investments, Bonds, Capital Markets, Derivatives, Fixed Income, Hedge Funds, Investments, Portfolio Management, Trading
Education
The Ohio State University 1986 — 1990
BS, Finance
Creber Investment Management May 2003 - Present
RBC Dane Rauscher Inc. 2002 - 2003
Tucker Anthony Sutro Inc. 1996 - 2002
Alex Brown & Sons 1991 - 1996
Miller Tabak & Company 1986 - 1991
Merrill Lynch Capital Markets 1966 - 1986
Skills
Individual and Family..., Portfolio Asset..., Portfolio..., Personal Investments, Investment Strategies, Wealth Management, Investment Advisory, Mutual Funds, Portfolio Management, Alternative Investments, Investment Management, Asset Managment, Series 7, Retirement Planning, Equities, Securities
Education
University of Southern California 1957 — 1962
Bachelor of Science (B.S.), International Trade, Finance
AdvaMed 2006 - Present
Trout Unlimited 1992 - 2006
Disney Consumer Products 1988 - 1992
Merrill Lynch Capital Markets 1984 - 1988
The First Boston Corporation 1982 - 1984
Education
Columbia Business School 1986 — 1988
Master of Business Administration (MBA), Marketing and International Business
Harvard College 1978 — 1982
A.B., American History and American Art
Herricks High School
Herricks High School
Greenfield Online January 2001 - May 2001
Child Charitable Development Association, Inc. February 2000 - October 2000
Cendant Corporation (formerly CUC International) May 1998 - July 1999
Cendant Corporation (formerly CUC International) October 1997 - July 1998
Cendant Corporation (formerly CUC International) January 1996 - September 1997
Cendant Corporation (formerly CUC International) August 1992 - December 1995
Cendant Corporation (formerly CUC International) September 1991 - July 1992
Cendant Corporation (formerly CUC International) November 1989 - August 1991
Apple Computer June 1988 - August 1988
Merrill Lynch Capital Markets April 1986 - May 1987
Skills
Strategic Planning, Entrepreneurship, Strategy, Start-ups, Management, Mergers & Acquisitions, Investments, Nonprofits, Private Equity, Marketing, Online Marketing, Online Advertising, Corporate Finance, Sales Management, Direct Marketing, Call Center..., Budgets, Customer Service, Microsoft Excel, Microsoft Office, New Business Development, Public Speaking, Team Building
Education
Stanford University Graduate School of Business 1987 — 1989
1989, Business
Princeton University 1980 — 1984
AB, Geology
Sorensen HC Advisors Inc. June 2014 - Present
SunTrust Robinson Humphrey 2010 - June 2014
Deutsche Bank Securities 2003 - 2009
Banc of America Securities 1999 - 2003
Chase Securities 1993 - 1999
Merrill Lynch Capital Markets 1983 - 1991
Skills
Investment Banking, M&A experience, Business Development, Analysis, Equity Capital Markets, Mergers & Acquisitions, Financial Modeling, Medical Devices, Mergers, Corporate Finance, Private Equity, Management, Capital Markets, Valuation, Corporate Development, Leveraged Finance, Equity Research, Venture Capital, IPO, LBO, Equities, Business Valuation, Due Diligence, Financial Structuring, Private Placements, Fixed Income, Emerging Markets, Alternative Investments, Hedge Funds
Education
Macalester College
BA, Mathematics / Economics
The University of Chicago
MBA, Finance
Université catholique de Louvain
MBA, International Finance / Econometrics
Morgan Keegan and Company February 1991 - 2012
Merrill Lynch Capital Markets March 1982 - July 1987
Paine Webber Capital Markets July 1979 - March 1982
Skills
Fixed Income, Capital Markets, Bloomberg, Series 7
Education
University of Notre Dame
Marketing
Muzinich & Co. April 2001 - Present
ABN AMRO Bank N.V. 1999 - 2001
Prudential Securities, Inc. 1991 - 1999
Smith Barney, Harris Upham & Co 1989 - 1990
Merrill Lynch Capital Markets 1986 - 1989
Bear Stearns Companies, Inc. 1985 - 1986
Skills
Fixed Income, Investments, Bloomberg, Alternative Investments, Asset Management, Hedge Funds, Equities, Bonds, Investment Banking, Capital Markets, Corporate Finance, Portfolio Management, Financial Markets, Financial Risk, Mutual Funds
Education
Rutgers, Graduate School of Management
Master of Business Administration (M.B.A.), Finance
Saint Peter's University
Bachelor’s Degree
CFA Institute
Chartered Financial Analyst (CFA)
Black River Asset Management February 2007 - Present
Cargill Risk Management May 1994 - February 2007
Merrill Lynch Capital Markets August 1986 - May 1994
Skills
Hedge Funds, Alternative Investments, Global Macro, Fixed Income, Asset Managment, Global Farmland...
Education
University of Minnesota-Twin Cities
B.A., Asian History
William Mitchell College of Law
JD
University of California, Berkeley, Haas School of Business 2012 - Present
Citigroup Global Markets 2009 - 2012
Citigroup Global Markets 2008 - 2009
Citigroup Global Markets 1999 - 2008
Salomon Brothers 1994 - 1999
Sutro & Co. Incorporated 1990 - 1994
Merrill Lynch Capital Markets 1987 - 1990
Coopers & Lybrand 1982 - 1985
Education
Wharton School, University of Pennsylvania 1985 — 1987
Master of Business Administration (MBA)
University of California, Berkeley 1978 — 1982
Bachelor of Science (BS)
Vital Vision LLC February 2000 - Present
Merrill Lynch Capital Markets August 1982 - July 1989
Skills
English, Microsoft Office, Research, Training, Recruiting, Leadership, Management, Budgets, Human Resources, Employee Relations, Leadership Development, Process Scheduler, Cross-functional Team...
Education
Fairleigh Dickinson University, MBA 1991 — 1997
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
Ramapo College of New Jersey 1977 — 1981
Bachelor of Arts (B.A.), Communications
LaSalle Realty, Inc. Vice President -- Corporate FinanceRodman & Renshaw1986 - 1987
Merrill Lynch Capital Markets 1983 - 1986
Landauer Associates 1982 - 1983
Skills
Commercial Real Estate, Real Estate Financing, Healthcare Finance
Education
Massachusetts Institute of Technology
Bachelor of Science (B.S.), Civil Engineering
University of Chicago GSB
Master of Business Administration (MBA), Finance
The Avalo Foundation January 2002 - Present
Palantir Capital NYC 1994 - 2002
Merrill Lynch Capital Markets 1984 - 1995
Education
Harvard Business School 1982 — 1984
MBA
New York University 1976 — 1980
Bachelor of Science (B.S.)
Easthill Analytics June 2006 - Present
Stillwater Capital Partners January 2000 - December 2005
Merrill Lynch Capital Markets April 1980 - December 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning
Education
NYU Stern School of Business 1981 — 1983
Master of Business Administration (MBA), Finance, General
Trinity College-Hartford
Bachelor of Arts (BA), Literary Criticism