PaineWebber Incorporated
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PaineWebber Incorporated Employees
Employee
Years
Job
Industry
Pat Ternes, CFP®, AWM Pat Ternes, CFP®, AWM's PaineWebber Incorporated Experience June 1990 - November 1996
Job Senior Vice President Financial Advisor Senior Consulting Group, International at RBC Wealth Management
Industry Financial Services
Experience
Painewebber Incorporated June 1990 - November 1996
Total Solutions for Computers September 1975 - June 1990
Education
University of Illinois at Urbana-Champaign 1966 — 1968
Bachelor's degree, Mathematics
Painewebber Incorporated June 1990 - November 1996
Total Solutions for Computers September 1975 - June 1990
Education
University of Illinois at Urbana-Champaign 1966 — 1968
Bachelor's degree, Mathematics
James Farren James Farren's PaineWebber Incorporated Experience February 1989 - August 1999
Job FINRA Contractor at Financial Industry Regulatory Authority
Industry Financial Services
Experience
Financial Industry Regulatory Authority January 2015 - Present
Bates Group, LLC May 2013 - January 2015
TIAA-CREF Financial Services December 2011 - March 2013
Wells Fargo Advisors August 1999 - December 2011
PaineWebber Incorporated February 1989 - August 1999
Skills
Financial services..., Risk Management, Options, Policy, Onboarding, Series 7, Series 63, Securities, Investments, Financial Services, Wealth Management, Futures, Series 3, Series 4, Series 24, Training, Uniform Combined State..., FINRA, Series 6, Investment Advisory, Equities, Hedge Funds, Fixed Income
Education
The Cooper Union for the Advancement of Science and Art 1976 — 1977
Financial Industry Regulatory Authority January 2015 - Present
Bates Group, LLC May 2013 - January 2015
TIAA-CREF Financial Services December 2011 - March 2013
Wells Fargo Advisors August 1999 - December 2011
PaineWebber Incorporated February 1989 - August 1999
Skills
Financial services..., Risk Management, Options, Policy, Onboarding, Series 7, Series 63, Securities, Investments, Financial Services, Wealth Management, Futures, Series 3, Series 4, Series 24, Training, Uniform Combined State..., FINRA, Series 6, Investment Advisory, Equities, Hedge Funds, Fixed Income
Education
The Cooper Union for the Advancement of Science and Art 1976 — 1977
Ronald J. Russell, Jr. Ronald J. Russell, Jr.'s PaineWebber Incorporated Experience 1995 - 1997
Job MBA, PMP, Six Sigma Greenbelt
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch 2005 - 2011
Morgan Stanley 2004 - 2005
Pierce Technology Corporation 2002 - 2004
Societe Generale 1997 - 2001
PaineWebber, Incorporated 1995 - 1997
Kidder, Peabody & Co., Inc. 1986 - 1995
Earlier Experience 1980 - 1986
Skills
MBA Finance, PMP, Software Project..., Project Portfolio..., Program Management, Project Planning, Project Execution, Project Finance, Project Coordination, Project Implementation, PMO Implementation and..., Business Relationship..., Vendor Management, Vendor Relations, Six Sigma, PMO, Project Governance, Dependency Management, PMI, IT Management, Business Analysis, Change Management, Process Improvement, Portfolio Management, SDLC, IT Governance, Team Leadership, MS Project, Requirements Analysis, Business Process, IT Service Management, Compliance, Quality Assurance, Team Management, Analysis, Resource Management, Business Process..., Acquisition Integration, Project Management, Information Technology
Education
Seton Hall University 1984 — 1989
MBA, Finance
Montclair State University 1976 — 1980
BA, Fine Arts
Bank of America Merrill Lynch 2005 - 2011
Morgan Stanley 2004 - 2005
Pierce Technology Corporation 2002 - 2004
Societe Generale 1997 - 2001
PaineWebber, Incorporated 1995 - 1997
Kidder, Peabody & Co., Inc. 1986 - 1995
Earlier Experience 1980 - 1986
Skills
MBA Finance, PMP, Software Project..., Project Portfolio..., Program Management, Project Planning, Project Execution, Project Finance, Project Coordination, Project Implementation, PMO Implementation and..., Business Relationship..., Vendor Management, Vendor Relations, Six Sigma, PMO, Project Governance, Dependency Management, PMI, IT Management, Business Analysis, Change Management, Process Improvement, Portfolio Management, SDLC, IT Governance, Team Leadership, MS Project, Requirements Analysis, Business Process, IT Service Management, Compliance, Quality Assurance, Team Management, Analysis, Resource Management, Business Process..., Acquisition Integration, Project Management, Information Technology
Education
Seton Hall University 1984 — 1989
MBA, Finance
Montclair State University 1976 — 1980
BA, Fine Arts
Marye Moran, CPA, CFP® Marye Moran, CPA, CFP®'s PaineWebber Incorporated Experience 1984 - 1988
Job Assistant Controller at Structure Tone
Industry Financial Services
Experience
Structure Tone 2011 - Present
Privet Capital, LLC 2008 - 2011
Platinum Grove Asset Management, L.P. 2007 - 2008
Madaket Beach Developers, LLC 2004 - 2007
Seavest Inc. 2003 - 2004
Rockefeller Financial Services, Inc. 1988 - 1994
PaineWebber, Incorporated 1984 - 1988
Arthur Andersen & Co. 1980 - 1983
Skills
Finance, Auditing, Accounting, Tax, Financial Analysis, Payroll, Financial Reporting, Budgets, Cash Flow
Education
College of the Holy Cross 1976 — 1980
B.A., Economics/Accounting
Structure Tone 2011 - Present
Privet Capital, LLC 2008 - 2011
Platinum Grove Asset Management, L.P. 2007 - 2008
Madaket Beach Developers, LLC 2004 - 2007
Seavest Inc. 2003 - 2004
Rockefeller Financial Services, Inc. 1988 - 1994
PaineWebber, Incorporated 1984 - 1988
Arthur Andersen & Co. 1980 - 1983
Skills
Finance, Auditing, Accounting, Tax, Financial Analysis, Payroll, Financial Reporting, Budgets, Cash Flow
Education
College of the Holy Cross 1976 — 1980
B.A., Economics/Accounting
Lauren Silfen Lauren Silfen's PaineWebber Incorporated Experience 1988 - 2001
Job Team Lead/Project Management HeadFinancial Institutions Supervision at Federal Reserve Bank of New York
Industry Banking
Experience
Federal Reserve Bank of New York January 2012 - Present
UBS AG 2001 - October 2011
PaineWebber Incorporated 1988 - 2001
Skills
Creditor Relations, Liquidity/Funding/Capita..., Bank..., Corporate Governance, Project Management, Financial Services
Education
Cornell University
BS, Economics
New York University - Leonard N. Stern School of Business
MBA, Economics, International Finance
University of Pennsylvania - The Wharton School
Securities Industry Institute
Federal Reserve Bank of New York January 2012 - Present
UBS AG 2001 - October 2011
PaineWebber Incorporated 1988 - 2001
Skills
Creditor Relations, Liquidity/Funding/Capita..., Bank..., Corporate Governance, Project Management, Financial Services
Education
Cornell University
BS, Economics
New York University - Leonard N. Stern School of Business
MBA, Economics, International Finance
University of Pennsylvania - The Wharton School
Securities Industry Institute
Ed Fanning Ed Fanning's PaineWebber Incorporated Experience August 1986 - April 1988
Job Managing Director at Union Springs, LLC
Industry Management Consulting
Experience
Union Springs Healthcare, LLC May 2014 - Present
Union Springs LLC October 2013 - Present
Apex Strategic Advisory June 2011 - December 2013
Duro Bag Manufacturing Company, Inc. March 2009 - June 2011
FNJ Group, Inc. July 2004 - February 2009
Provident Bank July 1999 - July 2004
Franklin Street Equity Partners April 1997 - June 1999
Strategic Finance Associates October 1990 - April 1997
Delta Management March 1988 - September 1990
PaineWebber Incorporated August 1986 - April 1988
Skills
Part-Time CFO Services, Advisory Boards, Strategic Planning, Business Strategy, Strategic Financial..., Business Analysis, Corporate Governance, Family Business, Business Process..., Financial Risk, Operational Risk, Operational Efficiency, Profit Maximization, Key Performance..., Valuation, Shareholder Value, Business Valuation, Corporate Finance, Leadership, Organization, Outsourcing, Corporate Development, Debt Raising, Senior Debt, Subordinated Debt, Mezzanine, Private Equity, Growth Capital, Debt Restructuring, Recapitalizations, Restructuring, Due Diligence, Deal Structuring, Divestitures, Project Management, Financial Modeling, Strategic Thinking, Business Planning, Economics, Modeling, Term Loans, Private Placements, Corporate Lending, Cash Flow Lending, Mergers, Debt, Leveraged Finance, LBO, Investment Banking, Buyouts
Education
Northwestern University - Kellogg School of Management 1983 — 1986
MBA, Finance and Managerial Economics
Northern Illinois University 1979 — 1980
B.S., Accounting and Finance
DGNHS 1974 — 1977
Union Springs Healthcare, LLC May 2014 - Present
Union Springs LLC October 2013 - Present
Apex Strategic Advisory June 2011 - December 2013
Duro Bag Manufacturing Company, Inc. March 2009 - June 2011
FNJ Group, Inc. July 2004 - February 2009
Provident Bank July 1999 - July 2004
Franklin Street Equity Partners April 1997 - June 1999
Strategic Finance Associates October 1990 - April 1997
Delta Management March 1988 - September 1990
PaineWebber Incorporated August 1986 - April 1988
Skills
Part-Time CFO Services, Advisory Boards, Strategic Planning, Business Strategy, Strategic Financial..., Business Analysis, Corporate Governance, Family Business, Business Process..., Financial Risk, Operational Risk, Operational Efficiency, Profit Maximization, Key Performance..., Valuation, Shareholder Value, Business Valuation, Corporate Finance, Leadership, Organization, Outsourcing, Corporate Development, Debt Raising, Senior Debt, Subordinated Debt, Mezzanine, Private Equity, Growth Capital, Debt Restructuring, Recapitalizations, Restructuring, Due Diligence, Deal Structuring, Divestitures, Project Management, Financial Modeling, Strategic Thinking, Business Planning, Economics, Modeling, Term Loans, Private Placements, Corporate Lending, Cash Flow Lending, Mergers, Debt, Leveraged Finance, LBO, Investment Banking, Buyouts
Education
Northwestern University - Kellogg School of Management 1983 — 1986
MBA, Finance and Managerial Economics
Northern Illinois University 1979 — 1980
B.S., Accounting and Finance
DGNHS 1974 — 1977
Bruce Keeling's PaineWebber Incorporated Experience 1998 - 2000
Job
Industry Entertainment
Experience
Section 101 2009 - Present
Broadpoint Capital 2002 - 2008
Robertson Stephens, Inc. 2000 - 2002
PaineWebber Incorporated 1998 - 2000
Ernst & Young 1990 - 1996
Education
Harvard Business School 1996 — 1998
MBA
University of Southern California 1989 — 1990
MACC
University of Southern California 1985 — 1989
B.S.
Alta Loma High School 1981 — 1985
Section 101 2009 - Present
Broadpoint Capital 2002 - 2008
Robertson Stephens, Inc. 2000 - 2002
PaineWebber Incorporated 1998 - 2000
Ernst & Young 1990 - 1996
Education
Harvard Business School 1996 — 1998
MBA
University of Southern California 1989 — 1990
MACC
University of Southern California 1985 — 1989
B.S.
Alta Loma High School 1981 — 1985
Karen Hodgekinson-Price Karen Hodgekinson-Price's PaineWebber Incorporated Experience January 1991 - January 1995
Job Vice President at Ramirez & Co
Industry Financial Services
Experience
Ramirez & Co. Inc. July 2011 - Present
Ramirez & Co., Inc. September 2010 - July 2011
Morgan Stanley May 2008 - September 2009
Alzheimer's Association September 2006 - August 2007
UBS Investment Bank/PaineWebber, Municipal Securities Group January 1995 - March 2006
PaineWebber Incorporated January 1991 - January 1995
Skills
Investment Banking, Project Management, Financial Modeling, Selling Skills, Municipal Bonds, Financial Services, Business Development, Credit, Investments, Capital Markets, Finance, Financial Analysis, Derivatives, Management, Fixed Income, Bonds, Sales
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1997
Master of Business Administration (M.B.A.), Finance, General
University of Massachusetts, Amherst 1986 — 1990
B.S, cum laude
Scarsdale High School 1982 — 1986
Ramirez & Co. Inc. July 2011 - Present
Ramirez & Co., Inc. September 2010 - July 2011
Morgan Stanley May 2008 - September 2009
Alzheimer's Association September 2006 - August 2007
UBS Investment Bank/PaineWebber, Municipal Securities Group January 1995 - March 2006
PaineWebber Incorporated January 1991 - January 1995
Skills
Investment Banking, Project Management, Financial Modeling, Selling Skills, Municipal Bonds, Financial Services, Business Development, Credit, Investments, Capital Markets, Finance, Financial Analysis, Derivatives, Management, Fixed Income, Bonds, Sales
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1997
Master of Business Administration (M.B.A.), Finance, General
University of Massachusetts, Amherst 1986 — 1990
B.S, cum laude
Scarsdale High School 1982 — 1986
Jason Holden Jason Holden's PaineWebber Incorporated Experience July 1995 - November 1997
Job Senior Vice President & Head of Corporate Development at WebMD
Industry Internet
Experience
WebMD May 2014 - Present
WebMD March 2004 - April 2014
WebMD March 2003 - February 2004
WebMD Health Corp. May 2002 - February 2003
WebMD May 2001 - August 2001
Domain Associates December 1997 - May 2000
PaineWebber Incorporated July 1995 - November 1997
Skills
Corporate Development, Mergers, Venture Capital, Financial Modeling, Valuation, Due Diligence, Strategy, Strategic Partnerships, Start-ups, Business Development, Entrepreneurship, Business Strategy, Divestitures, Competitive Analysis, Investments, Mergers & Acquisitions, Healthcare, Finance, New Business Development, Market Analysis, Management Consulting, Marketing Strategy, Strategic Planning, Corporate Finance, Management
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA
University of Wisconsin-Madison 1991 — 1995
BA with Distinction, English
WebMD May 2014 - Present
WebMD March 2004 - April 2014
WebMD March 2003 - February 2004
WebMD Health Corp. May 2002 - February 2003
WebMD May 2001 - August 2001
Domain Associates December 1997 - May 2000
PaineWebber Incorporated July 1995 - November 1997
Skills
Corporate Development, Mergers, Venture Capital, Financial Modeling, Valuation, Due Diligence, Strategy, Strategic Partnerships, Start-ups, Business Development, Entrepreneurship, Business Strategy, Divestitures, Competitive Analysis, Investments, Mergers & Acquisitions, Healthcare, Finance, New Business Development, Market Analysis, Management Consulting, Marketing Strategy, Strategic Planning, Corporate Finance, Management
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA
University of Wisconsin-Madison 1991 — 1995
BA with Distinction, English
Daniel Corkery Daniel Corkery's PaineWebber Incorporated Experience June 1984 - December 2000
Job Senior Corporate and Securities Counsel
Industry Financial Services
Experience
UBS Securities LLC 2001 - May 2011
Paine Webber Group Inc. June 1984 - December 2000
PaineWebber Incorporated June 1984 - December 2000
Skills
Investment Banking, Mergers & Acquisitions, Mergers, Securities Regulation, Capital Markets, Equities, Securities, Corporate Governance, Financial Services, Corporate Law, Banking, FINRA, Executive Management, Private Equity, Private Placements, Financial Risk
Education
Boston University School of Law
LLM-Taxation
Gonzaga University School of Law
JD
UBS Securities LLC 2001 - May 2011
Paine Webber Group Inc. June 1984 - December 2000
PaineWebber Incorporated June 1984 - December 2000
Skills
Investment Banking, Mergers & Acquisitions, Mergers, Securities Regulation, Capital Markets, Equities, Securities, Corporate Governance, Financial Services, Corporate Law, Banking, FINRA, Executive Management, Private Equity, Private Placements, Financial Risk
Education
Boston University School of Law
LLM-Taxation
Gonzaga University School of Law
JD
Nina Panarese Nina Panarese's PaineWebber Incorporated Experience May 1998 - November 1999
Job Admissions Assistant at Milton Academy
Industry Education Management
Experience
Milton Academy September 2012 - Present
THE VILLAGE SCHOOL September 2008 - August 2012
CREDIT SUISSE FIRST November 1999 - October 2001
PAINEWEBBER INCORPORATED May 1998 - November 1999
MUSEUM OF FINE ARTS July 1996 - May 1998
Skills
Fundraising, Event Planning, Volunteer Management, Non-profits, Process Improvement, PowerPoint, Microsoft Excel, Microsoft Office, Newsletters, Social Media
Education
Lesley University 1993 — 1996
MEd, Elementary Education
Sweet Briar College 1986 — 1990
BA, Art History
Scuola di Lingua e Cultura per Stranieri 1989 — 1989
Italian
Milton Academy September 2012 - Present
THE VILLAGE SCHOOL September 2008 - August 2012
CREDIT SUISSE FIRST November 1999 - October 2001
PAINEWEBBER INCORPORATED May 1998 - November 1999
MUSEUM OF FINE ARTS July 1996 - May 1998
Skills
Fundraising, Event Planning, Volunteer Management, Non-profits, Process Improvement, PowerPoint, Microsoft Excel, Microsoft Office, Newsletters, Social Media
Education
Lesley University 1993 — 1996
MEd, Elementary Education
Sweet Briar College 1986 — 1990
BA, Art History
Scuola di Lingua e Cultura per Stranieri 1989 — 1989
Italian
Michael Tamasco Michael Tamasco's PaineWebber Incorporated Experience 1995 - 2000
Job at
Industry Investment Management
Experience
Rothschild Asset Management January 2014 - Present
Rothschild Group 2013 - Present
Rothschild Asset Management January 2011 - December 2013
Lazard Asset Management July 2000 - December 2010
PaineWebber Incorporated 1995 - 2000
Sanwa Securities (USA) Ltd. 1993 - 1995
Skills
Alternative Investments, Hedge Funds, Asset Management, Asset Allocation
Education
Syracuse University
Bachelor of Arts (BA)
Rothschild Asset Management January 2014 - Present
Rothschild Group 2013 - Present
Rothschild Asset Management January 2011 - December 2013
Lazard Asset Management July 2000 - December 2010
PaineWebber Incorporated 1995 - 2000
Sanwa Securities (USA) Ltd. 1993 - 1995
Skills
Alternative Investments, Hedge Funds, Asset Management, Asset Allocation
Education
Syracuse University
Bachelor of Arts (BA)
Paige Sutherland's PaineWebber Incorporated Experience 1994 - 1997
Job Financial executive in wealth management, real estate finance and nonprofit management
Industry Financial Services
Experience
Waterfront Alliance (formerly Metropolitan Waterfront Alliance) 2007 - Present
The Woodpile LLC 2002 - Present
ReSTART Central, a program of the CUNY Economic Development Corporation September 2001 - September 2003
The Franklin Report 1999 - 2002
PaineWebber Incorporated 1994 - 1997
Kidder, Peabody & Co. Incorporated 1992 - 1994
Kidder, Peabody & Co. Incorporated 1990 - 1992
Kidder, Peabody & Co. Incorporated 1987 - 1990
Security Pacific Realty Advisory Services 1985 - 1987
Warburg, Paribas, Becker 1981 - 1983
Skills
Investments, Financial Analysis, Due Diligence, Start-ups, Portfolio Management, Strategic Planning, Strategic Financial..., Finance, Wealth Management, Non-profits, Nonprofits, Real Estate, Securities, Valuation, Equities, Program Management, Business Development, Management Consulting, Philanthropy, Editing, Financial Modeling, Financial Advisory, Business Planning, Investment Banking, Community Economic..., Risk Management, Fundraising, Financial Planning, Trust Services, Trust Management, Estate Settlement, Real Estate Finance, Writing, Personal Finance, Nonprofit Consulting
Education
Harvard Business School 1983 — 1985
MBA
Princeton University 1977 — 1981
BA
Phillips Academy, Andover, MA 1974 — 1977
Fordham University
New York School of Interior Design
Sotheby's Institute of Art
The Green Vale School, Old Brookville, NY
Waterfront Alliance (formerly Metropolitan Waterfront Alliance) 2007 - Present
The Woodpile LLC 2002 - Present
ReSTART Central, a program of the CUNY Economic Development Corporation September 2001 - September 2003
The Franklin Report 1999 - 2002
PaineWebber Incorporated 1994 - 1997
Kidder, Peabody & Co. Incorporated 1992 - 1994
Kidder, Peabody & Co. Incorporated 1990 - 1992
Kidder, Peabody & Co. Incorporated 1987 - 1990
Security Pacific Realty Advisory Services 1985 - 1987
Warburg, Paribas, Becker 1981 - 1983
Skills
Investments, Financial Analysis, Due Diligence, Start-ups, Portfolio Management, Strategic Planning, Strategic Financial..., Finance, Wealth Management, Non-profits, Nonprofits, Real Estate, Securities, Valuation, Equities, Program Management, Business Development, Management Consulting, Philanthropy, Editing, Financial Modeling, Financial Advisory, Business Planning, Investment Banking, Community Economic..., Risk Management, Fundraising, Financial Planning, Trust Services, Trust Management, Estate Settlement, Real Estate Finance, Writing, Personal Finance, Nonprofit Consulting
Education
Harvard Business School 1983 — 1985
MBA
Princeton University 1977 — 1981
BA
Phillips Academy, Andover, MA 1974 — 1977
Fordham University
New York School of Interior Design
Sotheby's Institute of Art
The Green Vale School, Old Brookville, NY
Fred Larsen's PaineWebber Incorporated Experience August 1990 - June 1996
Job Managing Director at Oppenheimer & Co. Inc.
Industry Investment Banking
Experience
Oppenheimer & Co. Inc. July 2014 - Present
Henley Advisors, LLC February 2013 - July 2014
Piper Jaffray March 2010 - February 2013
Henley Advisors, LLC September 2004 - March 2010
Deutsche Bank Securities (New York) September 2002 - November 2003
Deutsche Bank AG (London) May 2001 - September 2002
Citigroup Global Markets June 1996 - May 2001
PaineWebber Incorporated August 1990 - June 1996
Skills
Mergers, Investment Banking, Corporate Finance, Valuation, Due Diligence, Capital Markets, Business Strategy, Private Equity, Logistics, Corporate Development, 3PL, Tech-enabled Logistics, Strategic Consulting, Mergers & Acquisitions, M&A experience, Capital Raising, LBO, Financial Analysis, Management, Strategy
Education
Princeton University 1978 — 1981
AB cum laude
Columbia University - Columbia Business School 1989 — 1990
MBA
Harvard Business School 2005 — 2008
Executive Education
San Marino High School 1974 — 1978
Oppenheimer & Co. Inc. July 2014 - Present
Henley Advisors, LLC February 2013 - July 2014
Piper Jaffray March 2010 - February 2013
Henley Advisors, LLC September 2004 - March 2010
Deutsche Bank Securities (New York) September 2002 - November 2003
Deutsche Bank AG (London) May 2001 - September 2002
Citigroup Global Markets June 1996 - May 2001
PaineWebber Incorporated August 1990 - June 1996
Skills
Mergers, Investment Banking, Corporate Finance, Valuation, Due Diligence, Capital Markets, Business Strategy, Private Equity, Logistics, Corporate Development, 3PL, Tech-enabled Logistics, Strategic Consulting, Mergers & Acquisitions, M&A experience, Capital Raising, LBO, Financial Analysis, Management, Strategy
Education
Princeton University 1978 — 1981
AB cum laude
Columbia University - Columbia Business School 1989 — 1990
MBA
Harvard Business School 2005 — 2008
Executive Education
San Marino High School 1974 — 1978
Ingrid Geis's PaineWebber Incorporated Experience August 1983 - July 1985
Job Investment Management Professional
Industry Investment Management
Experience
Wellington Management Company 1993 - 2006
Wellington Management Company 1993 - 2006
T. Rowe Price Associates, Inc. June 1992 - August 1992
BNP International Financial Services October 1986 - February 1990
PaineWebber Incorporated August 1983 - July 1985
Education
The Tuck School of Business at Dartmouth 1991 — 1993
MBA, Business
Barnard College 1980 — 1982
BA, Economics
Wellington Management Company 1993 - 2006
Wellington Management Company 1993 - 2006
T. Rowe Price Associates, Inc. June 1992 - August 1992
BNP International Financial Services October 1986 - February 1990
PaineWebber Incorporated August 1983 - July 1985
Education
The Tuck School of Business at Dartmouth 1991 — 1993
MBA, Business
Barnard College 1980 — 1982
BA, Economics
Frank Williams's PaineWebber Incorporated Experience July 1997 - April 1999
Job Senior Managing Director Acquisitions at Medical Properties Trust
Industry Investment Banking
Experience
Medical Properties Trust September 2011 - Present
Barclays Capital June 2008 - September 2011
Bear Stearns April 1999 - June 2008
PaineWebber Incorporated July 1997 - April 1999
Bear Stearns July 1993 - July 1995
Commerce Bank July 1992 - July 1993
Skills
Valuation, Investment Banking, Private Equity, Financial Modeling, Capital Markets, Due Diligence, Mergers & Acquisitions, Venture Capital, Hedge Funds, Corporate Development, LBO, Equities, Asset Management, IPO, Leveraged Finance, Financial Structuring, Alternative Investments, Fixed Income, Business Valuation, Investments, M&A experience, Corporate Finance, Structured Finance, Acquisitions, Emerging Markets
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
Southern Methodist University 1989 — 1992
BS/BA, History & Political Science
Pembroke Hill
Pembroke Hill
Pembroke Hill
Pembroke Hill School
Medical Properties Trust September 2011 - Present
Barclays Capital June 2008 - September 2011
Bear Stearns April 1999 - June 2008
PaineWebber Incorporated July 1997 - April 1999
Bear Stearns July 1993 - July 1995
Commerce Bank July 1992 - July 1993
Skills
Valuation, Investment Banking, Private Equity, Financial Modeling, Capital Markets, Due Diligence, Mergers & Acquisitions, Venture Capital, Hedge Funds, Corporate Development, LBO, Equities, Asset Management, IPO, Leveraged Finance, Financial Structuring, Alternative Investments, Fixed Income, Business Valuation, Investments, M&A experience, Corporate Finance, Structured Finance, Acquisitions, Emerging Markets
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
Southern Methodist University 1989 — 1992
BS/BA, History & Political Science
Pembroke Hill
Pembroke Hill
Pembroke Hill
Pembroke Hill School
Pramila Jayapal's PaineWebber Incorporated Experience September 1986 - July 1988
Job Senator, 37th LD at Washington State Senate
Industry Public Policy
Experience
Washington State Senate January 2015 - Present
We Belong Together January 2013 - November 2014
Center for Community Change October 2012 - September 2014
OneAmerica (formerly Hate Free Zone) September 2001 - May 2012
Pramila Jayapal Consulting July 1997 - September 2001
Institute of Current World Affairs May 1995 - June 1997
Program for Appropriate Technology in Heatlh (PATH) May 1991 - April 1995
Physio-Control Corporation September 1990 - August 1991
Population and Community Development Association June 1989 - September 1989
PaineWebber Incorporated September 1986 - July 1988
Skills
Non-profits, Fundraising, Community Outreach, Grant Writing, Program Development, Volunteer Management, Public Speaking, Event Planning, Community Organizing, Strategic Planning, Grants, Board Development, Public Relations, Philanthropy, Non-profit...
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MBA, Marketing & Nonprofit Management
Georgetown University 1982 — 1986
Bachelor of Arts (B.A.), English Language and Literature/Letters
Washington State Senate January 2015 - Present
We Belong Together January 2013 - November 2014
Center for Community Change October 2012 - September 2014
OneAmerica (formerly Hate Free Zone) September 2001 - May 2012
Pramila Jayapal Consulting July 1997 - September 2001
Institute of Current World Affairs May 1995 - June 1997
Program for Appropriate Technology in Heatlh (PATH) May 1991 - April 1995
Physio-Control Corporation September 1990 - August 1991
Population and Community Development Association June 1989 - September 1989
PaineWebber Incorporated September 1986 - July 1988
Skills
Non-profits, Fundraising, Community Outreach, Grant Writing, Program Development, Volunteer Management, Public Speaking, Event Planning, Community Organizing, Strategic Planning, Grants, Board Development, Public Relations, Philanthropy, Non-profit...
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MBA, Marketing & Nonprofit Management
Georgetown University 1982 — 1986
Bachelor of Arts (B.A.), English Language and Literature/Letters
Mariella Talleyrand's PaineWebber Incorporated Experience July 1990 - September 1994
Job Trademark Administrator at HBO
Industry Entertainment
Experience
HBO June 2014 - Present
HBO December 2010 - June 2014
Turner Broadcasting December 2007 - December 2010
Employees’ Retirement System of Georgia October 2006 - May 2007
JP Morgan Chase February 2005 - May 2006
Morgan Stanley October 1994 - February 2005
DOAR Communication March 2000 - November 2000
PaineWebber Incorporated July 1990 - September 1994
Education
DeVry University 2010 — 2011
BA
Columbia College of Missouri 2005 — 2006
Western International University 2004 — 2005
Borough of Manhattan Community College 1992 — 1994
The Wood School 1990 — 1991
Diploma
HBO June 2014 - Present
HBO December 2010 - June 2014
Turner Broadcasting December 2007 - December 2010
Employees’ Retirement System of Georgia October 2006 - May 2007
JP Morgan Chase February 2005 - May 2006
Morgan Stanley October 1994 - February 2005
DOAR Communication March 2000 - November 2000
PaineWebber Incorporated July 1990 - September 1994
Education
DeVry University 2010 — 2011
BA
Columbia College of Missouri 2005 — 2006
Western International University 2004 — 2005
Borough of Manhattan Community College 1992 — 1994
The Wood School 1990 — 1991
Diploma
Marshall Nachbar's PaineWebber Incorporated Experience May 1988 - May 1991
Job Attorney at Law at Marshall J. Nachbar
Industry Financial Services
Experience
Marshall J. Nachbar March 2008 - Present
UBS Financial Services Inc. July 2004 - November 2007
Prudential Securities Incorporated May 1991 - June 2004
prudential securitites 1991 - 2004
Prudential Financial 1991 - 2004
PaineWebber Incorporated May 1988 - May 1991
EF Hutton & Co. Inc. April 1984 - May 1991
E F Hutton 1984 - 1988
Skills
Securities, FINRA, Series 7, AML, Series 24, Mutual Funds, Hedge Funds, Asset Managment, Equities, Series 63, Capital Markets, Asset Management, Financial Services, Estate Planning, Corporate Law, Estate Tax Planning, Arbitration, Finance, Wills, Trusts, Mediation, Corporate Governance, Legal Writing, Courts, Due Diligence, Private Equity, Financial Advisory, Mergers & Acquisitions, Financial Regulation, Alternative Investments, Securities Litigation, OFAC
Education
Long Island University 1996 — 2001
MS, Library and Information Science
Cleveland State University - Cleveland-Marshall College of Law 1969 — 1972
JD, Law
New York University 1963 — 1967
BA, History
Marshall J. Nachbar March 2008 - Present
UBS Financial Services Inc. July 2004 - November 2007
Prudential Securities Incorporated May 1991 - June 2004
prudential securitites 1991 - 2004
Prudential Financial 1991 - 2004
PaineWebber Incorporated May 1988 - May 1991
EF Hutton & Co. Inc. April 1984 - May 1991
E F Hutton 1984 - 1988
Skills
Securities, FINRA, Series 7, AML, Series 24, Mutual Funds, Hedge Funds, Asset Managment, Equities, Series 63, Capital Markets, Asset Management, Financial Services, Estate Planning, Corporate Law, Estate Tax Planning, Arbitration, Finance, Wills, Trusts, Mediation, Corporate Governance, Legal Writing, Courts, Due Diligence, Private Equity, Financial Advisory, Mergers & Acquisitions, Financial Regulation, Alternative Investments, Securities Litigation, OFAC
Education
Long Island University 1996 — 2001
MS, Library and Information Science
Cleveland State University - Cleveland-Marshall College of Law 1969 — 1972
JD, Law
New York University 1963 — 1967
BA, History
Amy Monblatt's PaineWebber Incorporated Experience January 1992 - November 2000
Job Consultant
Industry Investment Banking
Experience
Ramirez & Co., Inc. June 2014 - July 2014
Long Island Power Authority August 2013 - December 2013
Ramirez & Co. May 2012 - April 2013
Mount Sinai Adolescent Health Center September 2009 - October 2012
UBS Securities LLC November 2000 - November 2008
PaineWebber Incorporated January 1992 - November 2000
Manufacturers Hanover Securities Corporation September 1983 - January 1992
Skills
Business Development, Team Leadership, Fixed Income, Investment Banking, Bonds, Securities, Structured Finance, Due Diligence, Investments, Financial Analysis, Derivatives, Banking, Corporate Finance
Education
Columbia University in the City of New York
MS, Psychiatric Social Work
New York University - Leonard N. Stern School of Business
MBA, Finance
Northwestern University
BA, Psychology
Ramirez & Co., Inc. June 2014 - July 2014
Long Island Power Authority August 2013 - December 2013
Ramirez & Co. May 2012 - April 2013
Mount Sinai Adolescent Health Center September 2009 - October 2012
UBS Securities LLC November 2000 - November 2008
PaineWebber Incorporated January 1992 - November 2000
Manufacturers Hanover Securities Corporation September 1983 - January 1992
Skills
Business Development, Team Leadership, Fixed Income, Investment Banking, Bonds, Securities, Structured Finance, Due Diligence, Investments, Financial Analysis, Derivatives, Banking, Corporate Finance
Education
Columbia University in the City of New York
MS, Psychiatric Social Work
New York University - Leonard N. Stern School of Business
MBA, Finance
Northwestern University
BA, Psychology
Andrew Geissler's PaineWebber Incorporated Experience August 1994 - March 2000
Job Equity Capital Markets
Industry Financial Services
Experience
Liquidnet, Inc. February 2011 - September 2012
Knight Equity Markets March 2009 - January 2011
Citigroup Global Markets Inc. March 2000 - November 2008
Citigroup 2000 - 2008
PaineWebber Incorporated August 1994 - March 2000
Prudential Corporate Finance Group June 1989 - August 1992
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Finance, Accounting and Real Estate
Colgate University 1985 — 1989
BA, Mathematical Economics
Liquidnet, Inc. February 2011 - September 2012
Knight Equity Markets March 2009 - January 2011
Citigroup Global Markets Inc. March 2000 - November 2008
Citigroup 2000 - 2008
PaineWebber Incorporated August 1994 - March 2000
Prudential Corporate Finance Group June 1989 - August 1992
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Finance, Accounting and Real Estate
Colgate University 1985 — 1989
BA, Mathematical Economics
Bob Kinney's PaineWebber Incorporated Experience August 1985 - December 2000
Job Managing Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities January 2013 - Present
Wells Fargo Securities August 2008 - December 2012
UBS Investment Bank 2000 - 2008
PaineWebber Incorporated August 1985 - December 2000
Education
University of Chicago 1983 — 1985
MBA, Finance
University of Maryland College Park 1980 — 1982
BS, Finance, Graduated magma cum laude
Wells Fargo Securities January 2013 - Present
Wells Fargo Securities August 2008 - December 2012
UBS Investment Bank 2000 - 2008
PaineWebber Incorporated August 1985 - December 2000
Education
University of Chicago 1983 — 1985
MBA, Finance
University of Maryland College Park 1980 — 1982
BS, Finance, Graduated magma cum laude
Nurul Musully's PaineWebber Incorporated Experience June 1999 - October 2000
Job Vice President at Bank of New York Mellon
Industry Financial Services
Experience
Pershing LLC, A Bank of New York Mellon Securities Group Co. November 2006 - Present
UBS Financial Services Inc. January 2006 - November 2006
UBS Financial Services Inc. January 2005 - December 2005
UBS Financial Services Inc. October 2000 - February 2005
PaineWebber Incorporated June 1999 - October 2000
PaineWebber Incorporated January 1998 - June 1999
MERRILL LYNCH February 1997 - August 1997
Skills
Solaris, Java, Quality Assurance, SDLC, Business Analysis, User Acceptance Testing, C++, Troubleshooting, Testing, Unix, Linux, Integration, Databases, Servers, ITIL, Software Configuration..., Requirements Analysis, Vendor Management
Education
City University of New York-Baruch College 1995 — 1997
Bachelor of Business Administration (BBA), Major: Finance and Investments; Minor: Computer Information Systems, GPA: Cumulative: 3.47; Major: 3.44; Minor: 3.66;
Pershing LLC, A Bank of New York Mellon Securities Group Co. November 2006 - Present
UBS Financial Services Inc. January 2006 - November 2006
UBS Financial Services Inc. January 2005 - December 2005
UBS Financial Services Inc. October 2000 - February 2005
PaineWebber Incorporated June 1999 - October 2000
PaineWebber Incorporated January 1998 - June 1999
MERRILL LYNCH February 1997 - August 1997
Skills
Solaris, Java, Quality Assurance, SDLC, Business Analysis, User Acceptance Testing, C++, Troubleshooting, Testing, Unix, Linux, Integration, Databases, Servers, ITIL, Software Configuration..., Requirements Analysis, Vendor Management
Education
City University of New York-Baruch College 1995 — 1997
Bachelor of Business Administration (BBA), Major: Finance and Investments; Minor: Computer Information Systems, GPA: Cumulative: 3.47; Major: 3.44; Minor: 3.66;
Patrice Croghan's PaineWebber Incorporated Experience 1992 - 1995
Job Office Manager at Slate Path Capital
Industry Investment Management
Experience
Slate Path Capital April 2012 - Present
FrontPoint Partners, L.P. February 2001 - March 2012
Tiger Management LLC 1995 - 2000
PaineWebber Incorporated 1992 - 1995
American Express Travel Related Services Co., Inc. 1983 - 1991
Education
Pace University - Lubin School of Business
BBA, Marketing
Slate Path Capital April 2012 - Present
FrontPoint Partners, L.P. February 2001 - March 2012
Tiger Management LLC 1995 - 2000
PaineWebber Incorporated 1992 - 1995
American Express Travel Related Services Co., Inc. 1983 - 1991
Education
Pace University - Lubin School of Business
BBA, Marketing
Stephen Webster's PaineWebber Incorporated Experience June 1987 - December 2000
Job CFO at Optimer Pharmaceuticals
Industry Biotechnology
Experience
Optimer Pharmaceuticals June 2012 - Present
Adolor Corporation 2008 - 2011
Broadpoint Capital January 2007 - June 2008
Neuronyx, Inc January 2001 - October 2006
PaineWebber Incorporated June 1987 - December 2000
Skills
Financial Modeling, Mergers & Acquisitions, Due Diligence, Investor Relations, Venture Capital, SEC filings, Sarbanes-Oxley Act, Financial Analysis, Corporate Development, Finance, Private Equity, Corporate Governance, Valuation, Corporate Finance, IPO, Private Equity Funding, Accounting, SEC Filings, Pharmaceutical Industry
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance
Dartmouth College 1979 — 1983
AB, Economics
Optimer Pharmaceuticals June 2012 - Present
Adolor Corporation 2008 - 2011
Broadpoint Capital January 2007 - June 2008
Neuronyx, Inc January 2001 - October 2006
PaineWebber Incorporated June 1987 - December 2000
Skills
Financial Modeling, Mergers & Acquisitions, Due Diligence, Investor Relations, Venture Capital, SEC filings, Sarbanes-Oxley Act, Financial Analysis, Corporate Development, Finance, Private Equity, Corporate Governance, Valuation, Corporate Finance, IPO, Private Equity Funding, Accounting, SEC Filings, Pharmaceutical Industry
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance
Dartmouth College 1979 — 1983
AB, Economics