NationsBanc Montgomery Securities

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NationsBanc Montgomery Securities Employees

Employee
Years
Job
Industry
Jeff Liubicich Jeff Liubicich San Francisco, California Details
Jeff Liubicich's NationsBanc Montgomery Securities Experience February 1996 - June 2000
Job Operations Specialist at JMP Group
Industry Financial Services
Experience
JMP Group  June 2014 - Present
De La Rosa & Co.   March 2013 - April 2014
ThinkEquity LLC  February 2006 - November 2012
Hoefer & Arnett, Inc.   June 2003 - February 2006
Banc of America Securities  June 2000 - June 2003
Nationsbanc Montgomery Securities   February 1996 - June 2000
Bank of America  August 1985 - February 1996

Skills
Equities, Hedge Funds, Securities, Series 7, Capital Markets, Fixed Income, Trading, Investments, Portfolio Management, Asset Managment, Alternative Investments, Trading Systems, Middle Office, Bloomberg, Mutual Funds, Series 24, Series 63, Investment Banking, Financial Modeling, Valuation

Education
Baruch College
Bachelor of Business Administration (B.B.A.), Economics & Finance

Bernard M Baruch College
Economics and Finance

Christina Ferri Christina Ferri Greater Boston Area Details
Christina Ferri's NationsBanc Montgomery Securities Experience August 1998 - June 1999
Job Marketing and Sales Consultant
Industry Marketing and Advertising
Experience
CMF Consulting Group   January 2014 - Present
MF Global  February 2008 - March 2009
Knight Capital Markets LLC   March 2004 - February 2008
Citi  2000 - 2004
NationsBanc Montgomery Securities   August 1998 - June 1999
Merrill Lynch  September 1993 - August 1998

Skills
Strategy, Marketing, Brand Development, Finance, Event Planning, Marketing Strategy, Management, Strategic Planning, Marketing Communications, Leadership

Education
State University of New York at Albany   1989 — 1993
Bachelor's Degree, Political Science and Government

Jeff Liu Jeff Liu San Francisco Bay Area Details
Jeff Liu's NationsBanc Montgomery Securities Experience June 1998 - March 1999
Job Manager at John Muir Health
Industry Information Technology and Services
Experience
John Muir Health  July 2013 - Present
Kaiser Permanente Internet Services Group   October 2012 - April 2013
Kaiser Permanente Internet Services Group   January 2010 - September 2012
Kaiser Permanente Internet Services Group   August 2007 - December 2009
Kaiser Permanente Information Technology  October 2003 - August 2007
Entrust, Inc.   October 2001 - September 2003
Entrust, Inc.   February 2001 - October 2001
Entrust, Inc. (formerly enCommerce, Inc.)   November 1999 - February 2001
Entrust, Inc. (formerly enCommerce, Inc.)   March 1999 - July 2000
NationsBanc Montgomery Securities   June 1998 - March 1999

Skills
Program Management, Project Management, SDLC, Healthcare Information..., Product Management, Business Analysis, Requirements Analysis, Enterprise Architecture, Software Project..., HIPAA, Agile Methodologies, PMP, Enterprise Software, EHR, Integration, Business Intelligence, Business Process..., Management, Software Implementation, Governance, Health, Internet, Strategic Planning, Vendor Management, Web Development, Epic Systems, Client Services, Change Management, Start-ups, Leadership, Security, Analysis, Analytics, IT Strategy, Business Strategy, Professional Services, Project Portfolio..., SaaS, Team Management, Cross-functional Team..., Consulting, PMO

Education
Stanford University   1991 — 1992
M.S., Environmental/Civil Engineering

University of California at Berkeley   1986 — 1990
B.S., Civil Engineering

Erin Hoopes Erin Hoopes Mountain View, California Details
Erin Hoopes's NationsBanc Montgomery Securities Experience January 1997 - January 1999
Job Management Consulting Professional
Industry Management Consulting
Experience
Merriman, Curhan, Ford & Co   January 2004 - December 2004
Gap, Inc  January 2000 - January 2002
Women's Bottoms   January 2000 - January 2002
Banana Republic Online Strategy   January 1999 - January 2000
NationsBanc Montgomery Securities   January 1997 - January 1999

Education
University of California, Berkeley
Bachelor of Arts, Psychology

Niraj Kaji Niraj Kaji Greater San Diego Area Details
Niraj Kaji's NationsBanc Montgomery Securities Experience 1998 - 1999
Job VP, Corporate Development at Bridgepoint Education
Industry Education Management
Experience
Bridgepoint Education  September 2011 - Present
N/A - Independent Contractor  January 2011 - August 2011
Dana Education Corporation   June 2009 - July 2010
Walden University  January 2006 - May 2009
Laureate International Universities  December 2003 - December 2005
Vulcan, Inc.   May 2002 - August 2002
Greenbridge Group   July 1999 - July 2001
NationsBanc Montgomery Securities   1998 - 1999
Wit Capital Corporation   January 1997 - June 1998

Education
Harvard Business School   2001 — 2003
MBA

New York University - Leonard N. Stern School of Business   1994 — 1998
BS

Rigoberto Saenz Rigoberto Saenz San Francisco Bay Area Details
Rigoberto Saenz's NationsBanc Montgomery Securities Experience January 1997 - January 2000
Job Heald College
Industry Information Technology and Services
Experience
Rigosa Special Courier   March 2005 - July 2007
Bowman Capital Management   January 2000 - March 2005
Bowman Capital Management   January 2000 - March 2005
NationsBanc Montgomery Securities   January 1997 - January 2000

Education
   2010 — 2011


Associate in Applied Science degree, Computer Applications


Associate in Applied Science degree, Information Technology; an emphasis in Network Security

Mark Landers Mark Landers Charlotte, North Carolina Area Details
Mark Landers's NationsBanc Montgomery Securities Experience October 1992 - May 1999
Job Wealth Advisory | Insurance Solutions | Estate Preservation | Business Continuation | Executive Benefit Plans
Industry Financial Services
Experience
Summit Advisory Group ~ Charlotte Nashville Winston-Salem   May 2015 - Present
JML Consulting   June 2013 - April 2015
Merrill Lynch Wealth Management  May 2010 - December 2011
Banc of America Securities, LLC  May 1999 - February 2009
NationsBanc Montgomery Securities   October 1992 - May 1999

Skills
Fixed Income, Investments, Capital Markets, Asset Management, Securities, Strategic Financial..., Trading, Investment Advisory, Relationship Management, Retirement Planning, Electronic Trading, Risk Management, Market Risk, Structured Products, Financial Services, Bloomberg, Client Development, Credit Risk, Wealth Management, Asset Allocation, Establishing Strategic..., Credit Trading, Community Outreach, Life, Accident &..., Asset-backed Securities, Emotional Intelligence, Negotiation, Influencer, Bond Markets, Fixed income Strategy, Creative Problem Solving, Situational Leadership

Education
University of Alabama
Bachelor's Degree

Wayne Fitzpatrick Wayne Fitzpatrick Greater Boston Area Details
Wayne Fitzpatrick's NationsBanc Montgomery Securities Experience 1996 - 1999
Job Principal and CFO at Bulger Partners
Industry Management Consulting
Experience
Bulger Partners  2007 - Present
First Albany Capital  2005 - 2006
Needham & Company  2002 - 2005
Banc of America Securities  1999 - 2001
NationsBanc Montgomery Securities   1996 - 1999
JP Morgan & Company  1993 - 1994
IBM  1990 - 1993

Skills
Venture Capital, Strategy, Private Equity, Corporate Finance, Mergers & Acquisitions, Investment Banking, Strategic Planning, Due Diligence, Financial Modeling, Finance, Valuation, Start-ups, Equities, Financial Analysis, Investments, Corporate Development, M&A experience, IPO, Private Placements

Education
Duke University - The Fuqua School of Business   1994 — 1996
MBA

Trinity College-Hartford   1984 — 1988
BA

Belmont Hill School   1980 — 1984

Katherine Dowling Katherine Dowling San Francisco, California Details
Katherine Dowling's NationsBanc Montgomery Securities Experience July 1998 - January 1999
Job Managing Director and Chief Operating Officer
Industry Financial Services
Experience
Luminate Capital Partners   March 2015 - Present
Thoma Bravo  February 2014 - March 2015
United States Attorney's Office  July 2003 - February 2014
Esprit de Corps  July 2001 - July 2003
Thomas Weisel Partners  January 1999 - March 2001
Nationsbanc Montgomery Securities   July 1998 - January 1999
Skadden Arps (M&A/NY) & Wilson Sonsini (Palo Alto)   June 1997 - August 1997
Credit Suisse First Boston  July 1993 - July 1995

Education
Harvard Law School   1995 — 1998
JD, Law

University of Virginia   1989 — 1993
Bachelor's Degree, Echols Scholar-- Economics/History

Dilip Sharma Dilip Sharma San Francisco Bay Area Details
Dilip Sharma's NationsBanc Montgomery Securities Experience January 1998 - January 2000
Job Product Manager at Flextrade
Industry Capital Markets
Experience
Flextrade  December 2010 - Present
Lava Trading  July 2004 - December 2010
Citi  2003 - December 2010
Banc of America Securities  October 2000 - 2004
Banc of America Securities - BrokerDealer Services   2000 - 2004
NationsBanc Montgomery Securities   January 1998 - January 2000
Montgomery Securities  January 1996 - January 1998
Sonata Software  February 1994 - October 1995
Insurance Corporation of Singapore   1994 - 1995

Skills
Customer Relations, Valuation, Corporate Finance, Electronic Trading, Equities, Trading Systems, Trading, Product Management, Equity Trading, Series 7, Capital Markets, Smart Order Routing, Market Data, Financial Markets, Business Analysis, Order Management, Product Development, Investment Banking, Series 63, Strategic Planning, Strategy Development, Requirements Analysis, Securities, Integration, Vendor Management, Business Strategy, Architecture, Back Office, CRM, Strategy, SDLC, Options, Low Latency

Education
New York University - Leonard N. Stern School of Business   2005 — 2007
MBA

Bangalore University
B.S

Douglas Melsheimer Douglas Melsheimer Boston, Massachusetts Details
Douglas Melsheimer's NationsBanc Montgomery Securities Experience August 1998 - January 1999
Job Partner at Bulger Partners
Industry Investment Banking
Experience
Bulger Partners  January 2013 - Present
Harbor View Advisors, LLC   September 2008 - December 2012
Vurv Technology, Inc.   March 2005 - September 2008
EXIT41, Inc.   March 2003 - March 2005
Thomas Weisel Venture Partners  February 2001 - September 2002
Thomas Weisel Partners  January 1999 - February 2001
NationsBanc Montgomery Securities   August 1998 - January 1999

Skills
Private Placements, Mergers, Corporate Development, Investment Banking, Strategic Planning, Business Strategy, SaaS, Strategy Development, Due Diligence, Business Planning, Venture Capital, Strategy, Mergers & Acquisitions, Consulting, Enterprise Software, Strategic Partnerships, Talent Acquisition, Start-ups, Business Development, Corporate Finance, Cloud Computing, Management Consulting, Investments, IPO, Finance, Acquisitions, Capital Raising

Education
Stanford University
B.A.

Alison McMahon Alison McMahon San Francisco, California Details
Alison McMahon's NationsBanc Montgomery Securities Experience April 1997 - August 1998
Job Director of Human Resources at Partner Fund Management, LP
Industry Financial Services
Experience
Partner Fund Management, LP   January 2013 - Present
Partner Fund Management, LP   September 2010 - December 2012
Cisco Systems  September 2009 - May 2010
Atlas One Financial Group LLC   January 2009 - May 2009
Ninth House  January 2008 - September 2008
Ninth House  July 2002 - December 2007
Thomas Weisel Partners  September 1998 - June 1999
NationsBanc Montgomery Securities   April 1997 - August 1998
Office of Governor Pete Wilson  October 1995 - September 1996
Pete Wilson for President   May 1995 - September 1995

Education
Mills College   2000 — 2002
Master of Arts, English Literature

University of California, Berkeley   1989 — 1992
Bachelor of Arts, Political Science

Georgetown University   1988 — 1989
Transferred to UC Berkeley, Government

Amy V. Forrestal Amy V. Forrestal Greater Atlanta Area Details
Amy V. Forrestal's NationsBanc Montgomery Securities Experience 1998 - 2001
Job Managing Director at Brookwood Associates, LLC
Industry Investment Banking
Experience
Brookwood Associates, LLC   February 2002 - Present
NationsBanc Montgomery Securities   1998 - 2001
Banc of America Securities  1987 - 2001

Skills
Mergers, Financial Modeling, Corporate Finance, Restructuring, Private Equity, Capital Raising, Corporate Development, Equities, Divestitures, Business Valuation, Mergers & Acquisitions, LBO, Valuation, Investment Banking, Leveraged Finance, Venture Capital, Private Placements, Asset Management, IPO, M&A experience, Capital Markets, Structured Finance, Portfolio Management, Finance

Education
Duke University   1985 — 1987
BA, Math and Economics

Vanderbilt University   1983 — 1985

Riverwood High School   1978 — 1983

Gabriel de Alba Gabriel de Alba Greater New York City Area Details
Gabriel de Alba's NationsBanc Montgomery Securities Experience 1997 - 2002
Job Managing Director & Partner, The Catalyst Capital Group Inc.
Industry Venture Capital & Private Equity
Experience
World Color (Quebecor World)   July 2009 - Present
Therapure Biopharma Inc  January 2007 - Present
Richtree   January 2005 - Present
Cable Satisfaction/ Cabovisao Televisao por Cabo   2003 - Present
The Catalyst Capital Group Inc.   2002 - Present
NationsBanc Montgomery Securities   1997 - 2002
Bank of America  1997 - 2002
Bankers Trust NY   1995 - 1997

Education
Harvard University   2000 — 2002
Mathematics and Computer Science

Columbia University - Columbia Business School   1997 — 1999

New York University - Leonard N. Stern School of Business   1992 — 1995
BS, Finance and Economics

Kevin Chien Kevin Chien San Francisco, California Details
Kevin Chien's NationsBanc Montgomery Securities Experience January 1999 - March 1999
Job Operations Account Manager at Fundtech
Industry Financial Services
Experience
Fundtech  October 2014 - Present
Wetherby Asset Management  March 2014 - April 2014
Fiserv  December 2010 - August 2013
Ralph Lauren  October 2008 - November 2010
Natixis Global Asset Management  August 2004 - April 2008
Charles Schwab  February 2004 - July 2004
APL Consulting Services   March 2001 - January 2004
Sutro & Co  April 1999 - March 2001
NationsBanc Montgomery Securities   January 1999 - March 1999
Federal Reserve Bank  September 1998 - December 1998

Skills
Security APL, Separately Managed..., Unified Managed Accounts, Money Management, Account Management, Salesforce.com, Relationship Management, CRM, Financial Services, Risk Management, Portfolio Management, Project Portfolio..., Business Requirements, Business Strategy, Asset Management, Business Process..., Trading Systems, Product Management, Process Improvement, Internal Audit, Bloomberg, Leadership, Business Process, Sales Management, Visio, Securities, Mutual Funds, Series 63, Analytics, Executive Management, Wealth Management, Cross-functional Team..., Auditing, Trading, Strategic Planning, Equities, Accounting, SDLC, Financial Analysis, Loans, Fixed Income, Management, Investments, Business Intelligence, Finance, Sales, Requirements Gathering, Time Management, Business Development, Analysis

Education
Santa Clara University
Bachelor of Science, Finance

Bret Quigley Bret Quigley Greater Atlanta Area Details
Bret Quigley's NationsBanc Montgomery Securities Experience 1994 - 1998
Job Chairman & Chief Executive Officer at Prime Risk Partners Inc.
Industry Insurance
Experience
Prime Risk Partners Inc.   2014 - Present
Beecher Carlson  2011 - 2013
Beecher Carlson  2010 - 2011
Beecher Carlson  2008 - 2010
Swett & Crawford  2006 - 2010
Atlanta Equity Investors   2007 - 2008
Quigley Partners   2004 - 2007
Hobbs Group  1999 - 2004
First Union Capital Markets  1998 - 1999
NationsBanc Montgomery Securities   1994 - 1998

Skills
Strategic Leadership, Development Strategy, Organizational..., Operations Management, Private Equity, Mergers & Acquisitions, Capital Markets, Restructuring, Negotiation, Strategic Communications, Sales Process, Financial Analysis, Financial Modeling, Analytics, Financial Structuring, Debt Restructuring, Accounting, CPA, Commercial Insurance, Risk Management, Financial Reporting, Property & Casualty..., Leadership, Investments, Investment Banking, Financial Services, Strategic Financial..., Due Diligence, Insurance, Financial Planning

Education
Northwestern University - Kellogg School of Management   1988 — 1989
Master of Business Administration (MBA) with Distinction, Finance and Marketing, 4.0 / 4.0

University of Virginia   1984 — 1987
Bachelor of Science in Commerce with Distinction, Accounting, 4.0 / 4.0

Claudine Mehl Claudine Mehl Sacramento, California Area Details
Claudine Mehl's NationsBanc Montgomery Securities Experience 1995 - 1999
Job Director, Global Control Room at Bank of America
Industry Financial Services
Experience
Bank of America  2003 - Present
Banc of America Securities  1999 - 2003
NationsBanc Montgomery Securities   1995 - 1999
Montgomery Securities  1993 - 1995

Education
California State University-Sacramento

University of California, San Diego

Azita Payandeh Payne Azita Payandeh Payne San Francisco Bay Area Details
Azita Payandeh Payne's NationsBanc Montgomery Securities Experience 1997 - 1999
Job Alphaeon Partner at ALPHAEON Corporation a Strathspey Crown company
Industry Medical Devices
Experience
ALPHAEON Corporation a Strathspey Crown company  July 2014 - Present
Mentor Worldwide, LLC, a Johnson & Johnson Company   January 2013 - July 2014
American Medical Systems  May 2009 - February 2012
Alcon Laboratories, Inc.   2005 - 2009
Williams-Sonoma, Inc.   2005 - 2005
Merriman Curhan Ford & Co.   2004 - 2004
Gap Inc.  1999 - 2003
Nationsbanc Montgomery Securities   1997 - 1999

Skills
Medical Devices, Pharmaceutical Sales, Product Launch, Urology, Sales Effectiveness, Cardiology, Operating Room, Sales Operations, Sales Force Development, Cold Calling, Surgeons, Managed Care, Pharmaceutical Industry, Healthcare, Market Development, Surgery, Sales, Account Management, Surgical Instruments, Hospitals

Education
University of California, Berkeley
BA, Psychology

Dina DiLorenzo Dina DiLorenzo Greater New York City Area Details
Dina DiLorenzo's NationsBanc Montgomery Securities Experience 1998 - 1998
Job Senior Managing Director at Guggenheim Partners, Global Head & COO of Guggenheim Investment Advisory
Industry Financial Services
Experience
Guggenheim Partners  2005 - Present
Guggenheim Investment Advisors (GIA)   2015 - Present
Citigroup - Smith Barney  2001 - 2005
UBS Warburg LLC  1998 - 2001
NationsBanc Montgomery Securities   1998 - 1998
J.P. Morgan   1997 - 1998

Skills
Financial Advisory /..., Client Services, Product Development, Hedge Funds /..., Business Development, Trading / Trade..., Change Management, Regulatory Compliance, P&L Mnagement, Alternative Investments, Financial Services, Equities, Portfolio Management, Securities, Hedge Funds, Start-ups, Series 63, Asset Management, FINRA

Education
Lehigh University
Bachelor of Arts (B.A.), Economics

Doug Bollermann Doug Bollermann Charlotte, North Carolina Area Details
Doug Bollermann's NationsBanc Montgomery Securities Experience April 1996 - April 1998
Job Managing Director at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  May 2008 - Present
Banc of America Securities  April 1999 - April 2008
First Union Securities  April 1998 - April 1999
NationsBanc Montgomery Securities   April 1996 - April 1998
Chase Securities  August 1993 - April 1996
Andersen Consulting  March 1988 - May 1991

Education
Duke University - The Fuqua School of Business   1991 — 1993
MBA

University of Arizona   1984 — 1987
BSBA

Sam Wineburgh Sam Wineburgh Greater Los Angeles Area Details
Sam Wineburgh's NationsBanc Montgomery Securities Experience February 1998 - December 1998
Job Vice President Strategy at Harbor Freight Tools
Industry Retail
Experience
Harbor Freight Tools  August 2010 - Present
The Home Depot / HD Supply   July 2003 - March 2010
3Path Inc   August 2000 - March 2001
1stUp.com  January 1999 - April 2000
NationsBanc Montgomery Securities   February 1998 - December 1998
Price Waterhouse  August 1996 - February 1998

Skills
Analytics, Forecasting, Financial Modeling, Retail, Sales, Strategy, E-commerce, Process Improvement, Financial Analysis, Project Management, Mergers, P&L Management, Inventory Management, Strategic Planning, Contract Negotiation, Marketing Strategy, Pricing, Mergers & Acquisitions, Cross-functional Team..., Business Strategy

Education
Emory University - Goizueta Business School   2001 — 2003
MBA, Finance

Duke University   1992 — 1996
BA, Economics

Myrna Dobron Myrna Dobron San Francisco Bay Area Details
Myrna Dobron's NationsBanc Montgomery Securities Experience May 1989 - April 1998
Job VP Finance & Operations at Namco / Bandai Games
Industry Animation
Experience
Namco / Bandai Games   February 2002 - Present
Namco Bandai Games America Inc  February 2002 - Present
The Brodia Group  March 2000 - January 2002
Volpe Brown Whelan & Company LLC   April 1999 - March 2000
Bank of America  April 1998 - April 1999
Nationsbanc Montgomery Securities   May 1989 - April 1998
Montgomery Securities  1988 - 1997
Nationsbanc Montgomery Securities   February 1988 - April 1989

Skills
Operations Management, Forecasting, Accounting, Start-ups, Financial Reporting, Business Planning, Financial Analysis, Inventory Management, Integration, Change Management, Business Strategy, Financial Management, Purchasing, P&L, Financial Modeling, FX, SOX, Cash Management, GAAP, Risk Management, Analysis, Venture Capital, Cash Flow, Financial Accounting, Revenue Recognition, Variance Analysis, Internal Controls, Cash Flow Management, Budgeting, Consolidation, Managerial Finance, Budgets

Education
Califonai State University
Master's degree, Economics

The California State University
M.A, Economics