Perry Capital
Industry: Company
DescriptionFounded: 1988 Subsidiaries: Perry Real Estate Partners, Perry Corp., Perry Strategic Capital, Inc.
Perry Capital List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Perry Capital. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Perry Capital Employees
Employee
Years
Job
Industry
Nitika Bhatia Nitika Bhatia's Perry Capital Experience June 2011 - April 2014
Job Research and Operations Associate at Artisan Partners
Industry Financial Services
Experience
Artisan Partners August 2015 - Present
Equinox September 2014 - Present
Mason Capital Management May 2014 - August 2015
Perry Capital June 2011 - April 2014
The Sa Dance Company October 2011 - December 2013
ireo management pvt. ltd. June 2010 - June 2011
Boston University May 2009 - June 2010
Boston University January 2008 - June 2010
Shelley Chhabra Bridal January 2010 - May 2010
Skills
Event Planning, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Marketing, Budgets, Sales, Fashion, Social Media, Public Speaking, Negotiation, Microsoft Word, Research, Financial Analysis, Data Analysis, Analysis, Statistics
Education
Pure Yoga 2012 — 2014
E-RYT200 / RYT 500, Yoga Teacher Training/Yoga Therapy
Boston University 2007 — 2010
Bachelor's Degree, Pure and Applied Mathematics and Business
Charter School of Wilmington 2003 — 2007
Honors Diploma
Newark Charter School 2001 — 2003
Artisan Partners August 2015 - Present
Equinox September 2014 - Present
Mason Capital Management May 2014 - August 2015
Perry Capital June 2011 - April 2014
The Sa Dance Company October 2011 - December 2013
ireo management pvt. ltd. June 2010 - June 2011
Boston University May 2009 - June 2010
Boston University January 2008 - June 2010
Shelley Chhabra Bridal January 2010 - May 2010
Skills
Event Planning, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Marketing, Budgets, Sales, Fashion, Social Media, Public Speaking, Negotiation, Microsoft Word, Research, Financial Analysis, Data Analysis, Analysis, Statistics
Education
Pure Yoga 2012 — 2014
E-RYT200 / RYT 500, Yoga Teacher Training/Yoga Therapy
Boston University 2007 — 2010
Bachelor's Degree, Pure and Applied Mathematics and Business
Charter School of Wilmington 2003 — 2007
Honors Diploma
Newark Charter School 2001 — 2003
Laura Silverman Temes Laura Silverman Temes's Perry Capital Experience August 2008 - April 2013
Job Associate at Moelis & Company
Industry Financial Services
Experience
Moelis & Company July 2015 - Present
Moelis & Company June 2014 - August 2014
weeSpring, Inc. April 2013 - August 2013
Perry Capital August 2008 - April 2013
Design Workshop September 2007 - January 2008
Polo Ralph Lauren June 2006 - August 2006
Skills
Hedge Funds, Investments, Financial Modeling, Financial Analysis, PowerPoint
Education
NYU Stern School of Business 2013 — 2015
Master of Business Administration (MBA)
Middlebury College 2003 — 2007
BA, Geography, Sociology
Parsons School of Design 2005 — 2005
Graphic Design
Moelis & Company July 2015 - Present
Moelis & Company June 2014 - August 2014
weeSpring, Inc. April 2013 - August 2013
Perry Capital August 2008 - April 2013
Design Workshop September 2007 - January 2008
Polo Ralph Lauren June 2006 - August 2006
Skills
Hedge Funds, Investments, Financial Modeling, Financial Analysis, PowerPoint
Education
NYU Stern School of Business 2013 — 2015
Master of Business Administration (MBA)
Middlebury College 2003 — 2007
BA, Geography, Sociology
Parsons School of Design 2005 — 2005
Graphic Design
Jesse Eisenstodt Jesse Eisenstodt's Perry Capital Experience 1999 - 2004
Job Account Executive at Ricoh Americas Corporation
Industry Financial Services
Experience
Ricoh Americas Corporation August 2013 - Present
JPMorgan Chase May 2005 - May 2011
The New York Mortgage Company January 2004 - February 2005
Perry Capital 1999 - 2004
Skills
Relationship Manager,..., Financial Analysis, Portfolio Management, Bloomberg, Equities, Fixed Income, Derivatives, Capital Markets, Investment Banking, Investments, Securities, Hedge Funds, Banking, Credit, Asset Management, Financial Services, Financial Markets, Finance, Corporate Finance
Education
NJCU 2011 — 2014
Master of Education (MEd), Primary Education with Middle School Science focus
Penn State University 1994 — 1998
Bachelor of Science (BS), Finance, General
Ricoh Americas Corporation August 2013 - Present
JPMorgan Chase May 2005 - May 2011
The New York Mortgage Company January 2004 - February 2005
Perry Capital 1999 - 2004
Skills
Relationship Manager,..., Financial Analysis, Portfolio Management, Bloomberg, Equities, Fixed Income, Derivatives, Capital Markets, Investment Banking, Investments, Securities, Hedge Funds, Banking, Credit, Asset Management, Financial Services, Financial Markets, Finance, Corporate Finance
Education
NJCU 2011 — 2014
Master of Education (MEd), Primary Education with Middle School Science focus
Penn State University 1994 — 1998
Bachelor of Science (BS), Finance, General
Judene Small Judene Small's Perry Capital Experience September 2012 - October 2014
Job ...
Industry Financial Services
Experience
uBeam August 2015 - Present
Kadence Joseph Events LLC September 2012 - Present
Imperial Capital, LLC November 2014 - June 2015
Perry Capital September 2012 - October 2014
Nyane Khosi Dance Theatre June 2012 - June 2014
Molissa Fenley and Company September 2011 - August 2013
Mills College August 2010 - May 2012
Mills College August 2010 - May 2012
Bright Horizons September 2008 - August 2010
Trinity College - Hartford May 2008 - August 2008
Skills
Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Worksoft Certify, Windows, Mac, Bloomberg, PeopleSoft, Ballet, Modern Dance, African Dance, Jamaican Dancehall, Quantitative Research, Qualitative Research, Social Media Marketing, Choreography, Performing Arts, Event Planning, Public Speaking, Community Outreach, Editing, Theatre, Event Management, Dance, Contemporary Dance, Stage, Arts Administration, Fundraising, Research, Grant Writing, Teaching, Microsoft Office
Education
Mills College 2010 — 2012
M.F.A., Choreography & Performance
Trinity College-Hartford 2004 — 2008
B.A., Theatre & Dance and Sociology
University of Cape Town 2006 — 2007
Diversity Studies and African Dance
uBeam August 2015 - Present
Kadence Joseph Events LLC September 2012 - Present
Imperial Capital, LLC November 2014 - June 2015
Perry Capital September 2012 - October 2014
Nyane Khosi Dance Theatre June 2012 - June 2014
Molissa Fenley and Company September 2011 - August 2013
Mills College August 2010 - May 2012
Mills College August 2010 - May 2012
Bright Horizons September 2008 - August 2010
Trinity College - Hartford May 2008 - August 2008
Skills
Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Worksoft Certify, Windows, Mac, Bloomberg, PeopleSoft, Ballet, Modern Dance, African Dance, Jamaican Dancehall, Quantitative Research, Qualitative Research, Social Media Marketing, Choreography, Performing Arts, Event Planning, Public Speaking, Community Outreach, Editing, Theatre, Event Management, Dance, Contemporary Dance, Stage, Arts Administration, Fundraising, Research, Grant Writing, Teaching, Microsoft Office
Education
Mills College 2010 — 2012
M.F.A., Choreography & Performance
Trinity College-Hartford 2004 — 2008
B.A., Theatre & Dance and Sociology
University of Cape Town 2006 — 2007
Diversity Studies and African Dance
Dr. Amy J's Perry Capital Experience 2006 - 2008
Job Health & Wellness / Yoga, Meditation, Relaxation / Corporate, Private, Team Building, Retreats, TV/Radio Personality
Industry Health, Wellness and Fitness
Experience
Concourse Athletic Club 1998 - Present
AIBTV 2012 - Present
CNN 2012 - Present
Jewish Community Center 2000 - Present
Springs Yoga Center 2009 - 2010
New York Yoga 2006 - 2008
On-Site Fitness 2006 - 2008
Perry Capital 2006 - 2008
NY Health & Racquet 2005 - 2008
Christian School at Park Avenue 2006 - 2007
Skills
Fitness, Yoga, Public Speaking, Wellness, Lifestyle, Wellness Coaching, Weight Training, Holistic Health, Aerobics, Social Media, Fitness Instruction, Consulting, Life Coaching, Personal Training, Nutrition, Television, Radio Broadcasting, Television Studio...
Education
Life University
Doctorate, Chiropractic
University of Maryland College Park 1982 — 1984
Bachelor's Degree, Business and Communications
Alfred State College - SUNY College of Technology 1980 — 1982
Associate's Degree, Executive Secretary/Court Reporting
Marymount Manhattan College
Sports Fitness Certification
Aerobic Training Institute
Education & Training in Health & Fitness
American Red Cross
CPR
Yoga Institute of Texas
Yoga Certification
Yoga Works
Yoga Alliance Certification
Concourse Athletic Club 1998 - Present
AIBTV 2012 - Present
CNN 2012 - Present
Jewish Community Center 2000 - Present
Springs Yoga Center 2009 - 2010
New York Yoga 2006 - 2008
On-Site Fitness 2006 - 2008
Perry Capital 2006 - 2008
NY Health & Racquet 2005 - 2008
Christian School at Park Avenue 2006 - 2007
Skills
Fitness, Yoga, Public Speaking, Wellness, Lifestyle, Wellness Coaching, Weight Training, Holistic Health, Aerobics, Social Media, Fitness Instruction, Consulting, Life Coaching, Personal Training, Nutrition, Television, Radio Broadcasting, Television Studio...
Education
Life University
Doctorate, Chiropractic
University of Maryland College Park 1982 — 1984
Bachelor's Degree, Business and Communications
Alfred State College - SUNY College of Technology 1980 — 1982
Associate's Degree, Executive Secretary/Court Reporting
Marymount Manhattan College
Sports Fitness Certification
Aerobic Training Institute
Education & Training in Health & Fitness
American Red Cross
CPR
Yoga Institute of Texas
Yoga Certification
Yoga Works
Yoga Alliance Certification
Adam DeBoey Adam DeBoey's Perry Capital Experience July 2012 - August 2012
Job Vice President, Acquisitions at LaSalle Investment Management
Industry Real Estate
Experience
LaSalle Investment Management May 2015 - Present
Goldman Sachs June 2013 - May 2015
Perry Capital July 2012 - August 2012
Abacus Capital Group LLC 2007 - 2011
The Prescott Group 2006 - 2007
Deloitte 2004 - 2006
Skills
Valuation, Financial Modeling, Private Equity, Corporate Finance, Due Diligence, Financial Analysis, Business Strategy, Management Consulting, Asset Managment, Investments, Real Estate, Asset Management, Capital Markets, Mergers
Education
Columbia Business School 2012 — 2013
MBA, Finance and Real Estate
Bucknell University 2000 — 2004
Economics, Finance
LaSalle Investment Management May 2015 - Present
Goldman Sachs June 2013 - May 2015
Perry Capital July 2012 - August 2012
Abacus Capital Group LLC 2007 - 2011
The Prescott Group 2006 - 2007
Deloitte 2004 - 2006
Skills
Valuation, Financial Modeling, Private Equity, Corporate Finance, Due Diligence, Financial Analysis, Business Strategy, Management Consulting, Asset Managment, Investments, Real Estate, Asset Management, Capital Markets, Mergers
Education
Columbia Business School 2012 — 2013
MBA, Finance and Real Estate
Bucknell University 2000 — 2004
Economics, Finance
Graham Gaston Graham Gaston's Perry Capital Experience January 2001 - May 2003
Job Freelance Broadcast Operations Professional at Freelance
Industry Broadcast Media
Experience
Freelance January 2015 - Present
Associated Press Television October 2009 - 2015
ABC News January 2011 - January 2012
Disney ABC Television Group 2006 - 2009
ABC News 2004 - 2006
ABC Sports October 2003 - December 2003
Perry Capital January 2001 - May 2003
Skills
Television, Avid, Video, New Media, Broadcast, Video Production, Photoshop, Editing, Broadcast Journalism, Post Production, Social Media, Broadcast Television, Final Cut Pro, Writing, Outlook, Digital Media, Media Production, Library, Deadline Driven, Breaking News, Avid Newscutter, Scheduling, Sports, Video Editing, Television Production, Production, Promotions, Excel, Word, Facebook, Production Management, Journalism, Camera, Project Coordination, Client Services, Client Communication, Media Management, Satellite Communications, Fiber, Transmission, News, Avid Symphony, Sorenson Squeeze, News Writing, Storytelling, Logistics Management, Management
Education
Ohio University 1996 — 2000
Bachelor of Arts, Political Science
Regent's College of London 1999 — 1999
Business Law and International Management
Freelance January 2015 - Present
Associated Press Television October 2009 - 2015
ABC News January 2011 - January 2012
Disney ABC Television Group 2006 - 2009
ABC News 2004 - 2006
ABC Sports October 2003 - December 2003
Perry Capital January 2001 - May 2003
Skills
Television, Avid, Video, New Media, Broadcast, Video Production, Photoshop, Editing, Broadcast Journalism, Post Production, Social Media, Broadcast Television, Final Cut Pro, Writing, Outlook, Digital Media, Media Production, Library, Deadline Driven, Breaking News, Avid Newscutter, Scheduling, Sports, Video Editing, Television Production, Production, Promotions, Excel, Word, Facebook, Production Management, Journalism, Camera, Project Coordination, Client Services, Client Communication, Media Management, Satellite Communications, Fiber, Transmission, News, Avid Symphony, Sorenson Squeeze, News Writing, Storytelling, Logistics Management, Management
Education
Ohio University 1996 — 2000
Bachelor of Arts, Political Science
Regent's College of London 1999 — 1999
Business Law and International Management
Angela R. Cucinotto Angela R. Cucinotto's Perry Capital Experience October 1996 - July 2001
Job Executive Assistant to Managing Director, Global Finance Director, Chief Accounting Officer at BlackRock
Industry Executive Office
Experience
BlackRock May 2010 - Present
Taconic Capital April 2009 - November 2009
Real Estate Plus February 2004 - July 2008
Lisa Perry August 2001 - September 2003
Perry Capital October 1996 - July 2001
Steinhardt Partners August 1990 - December 1995
Skills
NYS Notary Public, NYS Real Estate Broker, Calendaring, Travel Arrangements, Human Resources, Recruiting, Microsoft Excel, Employee Benefits, Concur, Office Management, Heavy Calendaring, Onboarding, Calendars, Interviews, Management, Benefits Administration, Taleo, Executive Support, Project Management, Expense Reports, Document Review, Lotus Notes, Employee Relations, Talent Management, Performance Management, Meeting Planning, Executive Search, Vendor Management, Hiring, Confidentiality, Administrative..., Applicant Tracking..., Organizational..., HRIS, Talent Acquisition, Administrative...
Education
Fashion Institute of Technology
BlackRock May 2010 - Present
Taconic Capital April 2009 - November 2009
Real Estate Plus February 2004 - July 2008
Lisa Perry August 2001 - September 2003
Perry Capital October 1996 - July 2001
Steinhardt Partners August 1990 - December 1995
Skills
NYS Notary Public, NYS Real Estate Broker, Calendaring, Travel Arrangements, Human Resources, Recruiting, Microsoft Excel, Employee Benefits, Concur, Office Management, Heavy Calendaring, Onboarding, Calendars, Interviews, Management, Benefits Administration, Taleo, Executive Support, Project Management, Expense Reports, Document Review, Lotus Notes, Employee Relations, Talent Management, Performance Management, Meeting Planning, Executive Search, Vendor Management, Hiring, Confidentiality, Administrative..., Applicant Tracking..., Organizational..., HRIS, Talent Acquisition, Administrative...
Education
Fashion Institute of Technology
Joseph Schuman Joseph Schuman's Perry Capital Experience May 2011 - August 2011
Job Senior Associate at PwC
Industry Financial Services
Experience
PwC July 2015 - Present
PwC September 2012 - June 2015
Perry Capital May 2011 - August 2011
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Finance, Microsoft Office, Internal Controls, Investments, Economics, Financial Accounting, Risk Management, Mathematics, Visio
Education
University of Rochester 2008 — 2012
Bachelor of Arts (B.A.), Financial Economics, Mathematics
PwC July 2015 - Present
PwC September 2012 - June 2015
Perry Capital May 2011 - August 2011
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Finance, Microsoft Office, Internal Controls, Investments, Economics, Financial Accounting, Risk Management, Mathematics, Visio
Education
University of Rochester 2008 — 2012
Bachelor of Arts (B.A.), Financial Economics, Mathematics
Michelle Lindenberger Michelle Lindenberger's Perry Capital Experience 2002 - 2004
Job Director Marketing & Distribution at Security Traders Association
Industry Marketing and Advertising
Experience
Security Traders Association June 2013 - Present
FTSE Global Markets March 2013 - Present
EquiLend March 2006 - March 2013
Perry Capital 2002 - 2004
Independent Film - Dance Culture in the Mix 1999 - 2002
Outward Bound January 1996 - August 1999
Skills
Digital Marketing, Public Relations, Marketing Strategy, Negotiation, Social Media, Project Management, Microsoft Office, Strategic Planning, B2B, Hedge Funds, Market Data, Securities Lending, B2B Marketing, B2B Marketing Strategy, Restructuring, Budgeting, Outsourcing, Quality Assurance, Video Production, Typography, Leadership Development, Staff Development, Budgets, Media Relations, Corporate Communications, Equities, Advertising, Social Media Marketing, Marketing, Market Research, Newsletters, Collateral Management, General Awesomeness, Marketing Communications, Management, Strategy, Leadership, Online Marketing
Education
Prescott College 1992 — 1995
Bachelor of Arts, Psychology, Philosophy, Religions
Prescott High School
Taylor Hicks
Security Traders Association June 2013 - Present
FTSE Global Markets March 2013 - Present
EquiLend March 2006 - March 2013
Perry Capital 2002 - 2004
Independent Film - Dance Culture in the Mix 1999 - 2002
Outward Bound January 1996 - August 1999
Skills
Digital Marketing, Public Relations, Marketing Strategy, Negotiation, Social Media, Project Management, Microsoft Office, Strategic Planning, B2B, Hedge Funds, Market Data, Securities Lending, B2B Marketing, B2B Marketing Strategy, Restructuring, Budgeting, Outsourcing, Quality Assurance, Video Production, Typography, Leadership Development, Staff Development, Budgets, Media Relations, Corporate Communications, Equities, Advertising, Social Media Marketing, Marketing, Market Research, Newsletters, Collateral Management, General Awesomeness, Marketing Communications, Management, Strategy, Leadership, Online Marketing
Education
Prescott College 1992 — 1995
Bachelor of Arts, Psychology, Philosophy, Religions
Prescott High School
Taylor Hicks
Ted Martin Ted Martin's Perry Capital Experience January 2006 - October 2008
Job Portfolio Manager at Summer Road, LLC.
Industry Investment Management
Experience
Summer Road, LLC. September 2014 - Present
TRELORA July 2014 - Present
CrossFit Solace July 2014 - Present
MAS Partners, LLC February 2013 - August 2014
Moore Capital Management June 2010 - December 2012
Citi May 2009 - June 2010
Perry Capital January 2006 - October 2008
Perry Capital July 2001 - January 2006
Skills
Arbitrage, Special Situations, Portfolio Management, Event Driven, Fixed Income, Equities, Investments, Derivatives, Trading Systems, Asset Management, Alternative Investments, Hedge Funds, Equity Trading, Securities, Equity Research, Capital Markets, Bloomberg, Options, Trading
Education
Brown University 1997 — 2001
Bachelor's degree, Business Economics and Organizational Behavior Management, Magna Cum Laude
Ponderosa High School 1993 — 1997
Summer Road, LLC. September 2014 - Present
TRELORA July 2014 - Present
CrossFit Solace July 2014 - Present
MAS Partners, LLC February 2013 - August 2014
Moore Capital Management June 2010 - December 2012
Citi May 2009 - June 2010
Perry Capital January 2006 - October 2008
Perry Capital July 2001 - January 2006
Skills
Arbitrage, Special Situations, Portfolio Management, Event Driven, Fixed Income, Equities, Investments, Derivatives, Trading Systems, Asset Management, Alternative Investments, Hedge Funds, Equity Trading, Securities, Equity Research, Capital Markets, Bloomberg, Options, Trading
Education
Brown University 1997 — 2001
Bachelor's degree, Business Economics and Organizational Behavior Management, Magna Cum Laude
Ponderosa High School 1993 — 1997
Johanna Gordon Doherty's Perry Capital Experience September 2006 - June 2009
Job Vice President, Investor Relations at JLL Partners
Industry Investment Management
Experience
JLL Partners August 2015 - Present
Och-Ziff Capital Management May 2012 - July 2015
Bain Capital July 2009 - April 2012
Perry Capital September 2006 - June 2009
Skills
Hedge Funds
Education
Trinity College-Hartford 2002 — 2006
JLL Partners August 2015 - Present
Och-Ziff Capital Management May 2012 - July 2015
Bain Capital July 2009 - April 2012
Perry Capital September 2006 - June 2009
Skills
Hedge Funds
Education
Trinity College-Hartford 2002 — 2006
Jeffrey Bloom Jeffrey Bloom's Perry Capital Experience May 2010 - August 2010
Job Strategic Clients & Partnerships at UBS
Industry Financial Services
Experience
UBS April 2014 - Present
UBS Wealth Management July 2012 - April 2014
UBS Wealth Management May 2011 - August 2011
Perry Capital May 2010 - August 2010
Rosen Mandell & Immerman May 2009 - May 2010
Skills
Bloomberg, Microsoft Excel, VBA, Macro, VPN, Equities, Investments, PowerPoint, Portfolio Management, Microsoft Office, Financial Analysis, Asset Managment, Microsoft Word, Valuation, Hedge Funds, Bloomberg Terminal, Corporate Finance, Capital Markets, Series 7, Wealth Management, Investment Advisory, Asset Management
Education
Penn State University 2008 — 2012
Bachelor's Degree, Finance
Wayne Valley High School 2005 — 2008
Graduate, Business
UBS April 2014 - Present
UBS Wealth Management July 2012 - April 2014
UBS Wealth Management May 2011 - August 2011
Perry Capital May 2010 - August 2010
Rosen Mandell & Immerman May 2009 - May 2010
Skills
Bloomberg, Microsoft Excel, VBA, Macro, VPN, Equities, Investments, PowerPoint, Portfolio Management, Microsoft Office, Financial Analysis, Asset Managment, Microsoft Word, Valuation, Hedge Funds, Bloomberg Terminal, Corporate Finance, Capital Markets, Series 7, Wealth Management, Investment Advisory, Asset Management
Education
Penn State University 2008 — 2012
Bachelor's Degree, Finance
Wayne Valley High School 2005 — 2008
Graduate, Business
Gregory Freiberg Gregory Freiberg's Perry Capital Experience August 2015 - Present
Job Perry Capital
Industry Financial Services
Experience
Perry Capital August 2015 - Present
PIA Investment Club, LLC January 2012 - January 2015
The Blackstone Group June 2014 - August 2014
Perry Capital June 2013 - August 2013
The Daily Pennsylvanian January 2013 - June 2013
Institutional Investor May 2012 - June 2012
Skills
Fundraising, Sales, Marketing, Investor Relations, Project Management
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), Politics, Philosophy & Economics
Head-Royce School 2006 — 2011
Perry Capital August 2015 - Present
PIA Investment Club, LLC January 2012 - January 2015
The Blackstone Group June 2014 - August 2014
Perry Capital June 2013 - August 2013
The Daily Pennsylvanian January 2013 - June 2013
Institutional Investor May 2012 - June 2012
Skills
Fundraising, Sales, Marketing, Investor Relations, Project Management
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), Politics, Philosophy & Economics
Head-Royce School 2006 — 2011
Noah Kaswell Noah Kaswell's Perry Capital Experience May 2011 - August 2011
Job Associate at Millstein & Co.
Industry Financial Services
Experience
Millstein and Co. August 2015 - Present
Millstein and Co. July 2013 - Present
Royal Bank of Scotland June 2012 - August 2012
Perry Capital May 2011 - August 2011
Securities Industry and Financial Markets Association 2010 - 2010
Skills
Microsoft Office, Financial Analysis, Investment Banking, Analysis, Bloomberg, Corporate Finance, Financial Modeling
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts (BA), Economics
Georgetown Day School 2005 — 2009
Millstein and Co. August 2015 - Present
Millstein and Co. July 2013 - Present
Royal Bank of Scotland June 2012 - August 2012
Perry Capital May 2011 - August 2011
Securities Industry and Financial Markets Association 2010 - 2010
Skills
Microsoft Office, Financial Analysis, Investment Banking, Analysis, Bloomberg, Corporate Finance, Financial Modeling
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts (BA), Economics
Georgetown Day School 2005 — 2009
Yan Dubin's Perry Capital Experience July 2004 - February 2007
Job Career / Executive Coach at DubinCoaching
Industry Professional Training & Coaching
Experience
DubinCoaching July 2014 - Present
DYT Advisors LLC January 2013 - Present
Citi July 2013 - July 2014
Willett Advisors LLC April 2010 - January 2013
Quadrangle Group August 2008 - April 2010
SeaView Advisors, LLC June 2007 - August 2008
Perry Capital July 2004 - February 2007
Skills
Career Transitioning, Career Development..., Co-Active Coaching, Leadership Development, Work Life Balance, Life Coaching, Career Assessment, Executive Coaching, Accounting, Investran, Private Equity, Hedge Funds, MBTI, Social Media Marketing, Fund Accounting, Family Office, Tax, Financial Analysis, Financial Modeling, Valuation, Financial Reporting, Financial Statements, Corporate Finance, Portfolio Management, Month End Close, Performance Management, Business Process..., Due Diligence, Finance, Investments, Analysis, Consulting, Coaching, Talent Management, Talent Acquisition, Career Development
Education
The Coaches Training Institute 2014 — 2014
Coach Training
Fordham University - Graduate School of Business Administration 2006 — 2008
Master of Business Administration (M.B.A.), Finance, General
Pace University 1995 — 1999
Bachelor of Business Administration (BBA), Accounting
james madison high school 1991 — 1995
DubinCoaching July 2014 - Present
DYT Advisors LLC January 2013 - Present
Citi July 2013 - July 2014
Willett Advisors LLC April 2010 - January 2013
Quadrangle Group August 2008 - April 2010
SeaView Advisors, LLC June 2007 - August 2008
Perry Capital July 2004 - February 2007
Skills
Career Transitioning, Career Development..., Co-Active Coaching, Leadership Development, Work Life Balance, Life Coaching, Career Assessment, Executive Coaching, Accounting, Investran, Private Equity, Hedge Funds, MBTI, Social Media Marketing, Fund Accounting, Family Office, Tax, Financial Analysis, Financial Modeling, Valuation, Financial Reporting, Financial Statements, Corporate Finance, Portfolio Management, Month End Close, Performance Management, Business Process..., Due Diligence, Finance, Investments, Analysis, Consulting, Coaching, Talent Management, Talent Acquisition, Career Development
Education
The Coaches Training Institute 2014 — 2014
Coach Training
Fordham University - Graduate School of Business Administration 2006 — 2008
Master of Business Administration (M.B.A.), Finance, General
Pace University 1995 — 1999
Bachelor of Business Administration (BBA), Accounting
james madison high school 1991 — 1995
Randy Borkenstein's Perry Capital Experience March 1995 - Present
Job Managing Partner and Chief Financial Officer
Industry Investment Management
Experience
Perry Capital March 1995 - Present
Eisner LLP January 1989 - March 1995
Skills
Hedge Funds, Private Equity, Valuation, Alternative Investments, Asset Managment, Tax, Information Technology
Education
Hofstra University 1987 — 1989
Master of Business Administration (MBA), Accounting
State University of New York at Binghamton 1983 — 1987
Bachelor of Arts, Economics
Roslyn High School 1980 — 1983
Perry Capital March 1995 - Present
Eisner LLP January 1989 - March 1995
Skills
Hedge Funds, Private Equity, Valuation, Alternative Investments, Asset Managment, Tax, Information Technology
Education
Hofstra University 1987 — 1989
Master of Business Administration (MBA), Accounting
State University of New York at Binghamton 1983 — 1987
Bachelor of Arts, Economics
Roslyn High School 1980 — 1983
Calvin Cheng Calvin Cheng's Perry Capital Experience August 2011 - December 2011
Job Investment Banking Analyst at Moelis & Company
Industry Financial Services
Experience
Moelis & Company October 2014 - Present
Wells Fargo Securities June 2013 - October 2014
Wells Fargo Securities June 2012 - August 2012
Perry Capital August 2011 - December 2011
Stamos Capital Partners, L.P. June 2011 - August 2011
Permal Asset Management September 2010 - December 2010
Skills
Bloomberg, Bloomberg Terminal, Financial Modeling, Valuation, Equity Research, Equities, Fixed Income, Credit Derivatives, Hedge Funds, Alternative Investments, Mergers & Acquisitions, LBO, Capital Markets, Microsoft Excel, Financial Analysis, Investment Banking
Education
New York University - Leonard N. Stern School of Business 2009 — 2013
B.S., Finance, Economics
East China Normal University
Moelis & Company October 2014 - Present
Wells Fargo Securities June 2013 - October 2014
Wells Fargo Securities June 2012 - August 2012
Perry Capital August 2011 - December 2011
Stamos Capital Partners, L.P. June 2011 - August 2011
Permal Asset Management September 2010 - December 2010
Skills
Bloomberg, Bloomberg Terminal, Financial Modeling, Valuation, Equity Research, Equities, Fixed Income, Credit Derivatives, Hedge Funds, Alternative Investments, Mergers & Acquisitions, LBO, Capital Markets, Microsoft Excel, Financial Analysis, Investment Banking
Education
New York University - Leonard N. Stern School of Business 2009 — 2013
B.S., Finance, Economics
East China Normal University
Jack Schneider Jack Schneider's Perry Capital Experience April 1995 - December 1999
Job Managing Director, Saguaro Capital Advisors, LLC
Industry Investment Management
Experience
Swakker LLC November 2009 - April 2014
Colden Capital January 2000 - April 2008
Perry Capital April 1995 - December 1999
Goldman Sachs February 1993 - March 1995
The White House August 1992 - January 1993
Skills
Management, Strategic Planning, Business Strategy, Entrepreneurship, Hedge Funds, Start-ups, Investments, Social Media, Strategy, Business Development, New Business Development, Leadership, Valuation, Portfolio Management, Equities, Asset Management, Private Equity, Venture Capital, Mergers, Strategic Partnerships, Alternative Investments, Research, Public Speaking, Finance, Due Diligence, Financial Services, Executive Management, Risk Management, Capital Markets, Financial Analysis, Project Management, Marketing, Corporate Development, Social Media Marketing, Mobile Applications, Mobile Devices
Education
Brown University 1988 — 1992
AB, Political Science
Choate Rosemary Hall 1984 — 1988
King's College London
Swakker LLC November 2009 - April 2014
Colden Capital January 2000 - April 2008
Perry Capital April 1995 - December 1999
Goldman Sachs February 1993 - March 1995
The White House August 1992 - January 1993
Skills
Management, Strategic Planning, Business Strategy, Entrepreneurship, Hedge Funds, Start-ups, Investments, Social Media, Strategy, Business Development, New Business Development, Leadership, Valuation, Portfolio Management, Equities, Asset Management, Private Equity, Venture Capital, Mergers, Strategic Partnerships, Alternative Investments, Research, Public Speaking, Finance, Due Diligence, Financial Services, Executive Management, Risk Management, Capital Markets, Financial Analysis, Project Management, Marketing, Corporate Development, Social Media Marketing, Mobile Applications, Mobile Devices
Education
Brown University 1988 — 1992
AB, Political Science
Choate Rosemary Hall 1984 — 1988
King's College London
Anna Dotel Anna Dotel's Perry Capital Experience May 2013 - August 2015
Job Administrative Assistant at Perry Capital
Industry Financial Services
Experience
Perry Capital May 2013 - August 2015
Pershing Square Foundation/Capital Management October 2010 - August 2012
BMCC February 2009 - July 2010
Barclays Capital August 2008 - January 2009
Year Up 2008 - 2008
Pisces Co March 2005 - May 2006
Skills
Microsoft Excel, Non-profits, Research, Blackberry, Microsoft Office, Lotus Notes, Outlook, Fundraising, PowerPoint, Microsoft Word, Customer Service, Networking, Nonprofits, Technical Support, Troubleshooting, Windows, Data Entry, Management, Sales, Access, Program Management, Event Planning, Teamwork, Visio, Public Speaking
Education
City University of New York
Business Administration, Management and Operations
Perry Capital May 2013 - August 2015
Pershing Square Foundation/Capital Management October 2010 - August 2012
BMCC February 2009 - July 2010
Barclays Capital August 2008 - January 2009
Year Up 2008 - 2008
Pisces Co March 2005 - May 2006
Skills
Microsoft Excel, Non-profits, Research, Blackberry, Microsoft Office, Lotus Notes, Outlook, Fundraising, PowerPoint, Microsoft Word, Customer Service, Networking, Nonprofits, Technical Support, Troubleshooting, Windows, Data Entry, Management, Sales, Access, Program Management, Event Planning, Teamwork, Visio, Public Speaking
Education
City University of New York
Business Administration, Management and Operations
Kevin J. Cassidy's Perry Capital Experience September 2014 - Present
Job Perry Capital
Industry Investment Management
Experience
Perry Capital September 2014 - Present
PwC September 2013 - September 2014
Merrill Lynch August 2011 - May 2013
Providence College August 2011 - May 2013
Stage Harbor Yacht Club June 2003 - August 2011
Merrill Lynch December 2010 - June 2011
Skills
Financial Analysis, Web Design, Investment Strategies, Portfolio Management, Retirement Planning, Wealth Management, Entrepreneurship, Social Media Marketing, Social Networking, New Business Development, Client Relationship..., Bloomberg, CRM, Finance, Investments, Microsoft Excel, PowerPoint, Event Planning, Microsoft Office, Microsoft Word, Social Media
Education
Providence College 2011 — 2013
MBA, Finance & Accounting
Providence College 2007 — 2011
BS, Management, Minor: Finance
Union Catholic HS 2003 — 2007
Perry Capital September 2014 - Present
PwC September 2013 - September 2014
Merrill Lynch August 2011 - May 2013
Providence College August 2011 - May 2013
Stage Harbor Yacht Club June 2003 - August 2011
Merrill Lynch December 2010 - June 2011
Skills
Financial Analysis, Web Design, Investment Strategies, Portfolio Management, Retirement Planning, Wealth Management, Entrepreneurship, Social Media Marketing, Social Networking, New Business Development, Client Relationship..., Bloomberg, CRM, Finance, Investments, Microsoft Excel, PowerPoint, Event Planning, Microsoft Office, Microsoft Word, Social Media
Education
Providence College 2011 — 2013
MBA, Finance & Accounting
Providence College 2007 — 2011
BS, Management, Minor: Finance
Union Catholic HS 2003 — 2007
Erika Hennings's Perry Capital Experience 2007 - 2014
Job Executive Assistant at MarketAxess
Industry Entertainment
Experience
MarketAxess March 2015 - Present
Self-employed May 2007 - Present
Temp Positions: Hedge Funds & Real Estate Companies September 2014 - March 2015
CBGB HOLDINGS LIMITED September 2014 - October 2014
Perry Capital 2007 - 2014
Lambent Services 2006 - 2007
Skills
Singing, Opera, Microsoft Office, ThomsonOne, PACER, Worksoft Certify, Courtcall, Bloomberg Terminal, Multi-line Phone, GIMP, Blogging, Digital Photography, WordPress, Theatre, Acting, Performing Arts, Music, Stage, Vocal, Entertainment, Classical, Improvisation, Musical Theatre, Concur
Education
Manhattan School of Music
Master of Music, Vocal Performance
Westminster Choir College
Bacherlor of Music, Vocal Performance
MarketAxess March 2015 - Present
Self-employed May 2007 - Present
Temp Positions: Hedge Funds & Real Estate Companies September 2014 - March 2015
CBGB HOLDINGS LIMITED September 2014 - October 2014
Perry Capital 2007 - 2014
Lambent Services 2006 - 2007
Skills
Singing, Opera, Microsoft Office, ThomsonOne, PACER, Worksoft Certify, Courtcall, Bloomberg Terminal, Multi-line Phone, GIMP, Blogging, Digital Photography, WordPress, Theatre, Acting, Performing Arts, Music, Stage, Vocal, Entertainment, Classical, Improvisation, Musical Theatre, Concur
Education
Manhattan School of Music
Master of Music, Vocal Performance
Westminster Choir College
Bacherlor of Music, Vocal Performance
Lauren Morales's Perry Capital Experience March 2011 - Present
Job Research Associate at Perry Capital
Industry Investment Management
Experience
Perry Capital March 2011 - Present
Samlyn Capital, LLC January 2009 - February 2011
Perry Capital August 2008 - January 2009
North Shore-LIJ Health System 2006 - 2008
Skills
Hedge Funds, Bloomberg, Equities, Equity Research, Financial Modeling, Quantitative Analytics, Qualitative Screening, Special Situations..., M&A Research, Investments
Education
Columbia University in the City of New York 2014 — 2015
Business Certificate, Corporate Finance
NYU 2006 — 2008
Master of Arts (M.A.), NeuroPsychology
University of Pennsylvania 2001 — 2005
Bachelor of Arts (B.A.), Cognitive Psychology
Perry Capital March 2011 - Present
Samlyn Capital, LLC January 2009 - February 2011
Perry Capital August 2008 - January 2009
North Shore-LIJ Health System 2006 - 2008
Skills
Hedge Funds, Bloomberg, Equities, Equity Research, Financial Modeling, Quantitative Analytics, Qualitative Screening, Special Situations..., M&A Research, Investments
Education
Columbia University in the City of New York 2014 — 2015
Business Certificate, Corporate Finance
NYU 2006 — 2008
Master of Arts (M.A.), NeuroPsychology
University of Pennsylvania 2001 — 2005
Bachelor of Arts (B.A.), Cognitive Psychology
Robert Gusick Robert Gusick's Perry Capital Experience March 2008 - January 2009
Job
Industry Financial Services
Experience
Fir Tree Partners October 2011 - Present
New York CTO Club March 2006 - Present
Gravitas July 2009 - October 2011
Perry Capital March 2008 - January 2009
Soros Fund Management, LLC January 2003 - March 2008
Morgan Stanley April 1990 - November 2002
Drexel Burnham Lambert July 1985 - March 1990
Thermo Fisher Scientific 1982 - 1984
Skills
Hedge Funds, Trading Systems, Equities, Fixed Income, Capital Markets, Derivatives, Bloomberg, Portfolio Management, Electronic Trading, Alternative Investments, Market Data, Asset Managment, Risk Management, IT Strategy, Financial Modeling, Trading, Investment Banking, Vendor Management, Private Equity, Cloud Computing, Software Development, Strategic Planning, Financial Services, Financial Markets, SDLC, Asset Management, Equity Derivatives, Credit Derivatives, Emerging Markets, Commodity, Bonds, Business Analysis, Investment Management, Securities, Quantitative Finance, Due Diligence, Valuation, IT Management, Investments, Infrastructure, Equity Trading, Market Risk, Prime Brokerage, Enterprise Architecture, Structured Products, Equity Research, FX Options, Options, Management
Education
New York University - Leonard N. Stern School of Business 1989 — 1990
MBA, Finance
Cornell University 1981 — 1985
BS, Computer Science
Edgemont High School 1977 — 1981
Fir Tree Partners October 2011 - Present
New York CTO Club March 2006 - Present
Gravitas July 2009 - October 2011
Perry Capital March 2008 - January 2009
Soros Fund Management, LLC January 2003 - March 2008
Morgan Stanley April 1990 - November 2002
Drexel Burnham Lambert July 1985 - March 1990
Thermo Fisher Scientific 1982 - 1984
Skills
Hedge Funds, Trading Systems, Equities, Fixed Income, Capital Markets, Derivatives, Bloomberg, Portfolio Management, Electronic Trading, Alternative Investments, Market Data, Asset Managment, Risk Management, IT Strategy, Financial Modeling, Trading, Investment Banking, Vendor Management, Private Equity, Cloud Computing, Software Development, Strategic Planning, Financial Services, Financial Markets, SDLC, Asset Management, Equity Derivatives, Credit Derivatives, Emerging Markets, Commodity, Bonds, Business Analysis, Investment Management, Securities, Quantitative Finance, Due Diligence, Valuation, IT Management, Investments, Infrastructure, Equity Trading, Market Risk, Prime Brokerage, Enterprise Architecture, Structured Products, Equity Research, FX Options, Options, Management
Education
New York University - Leonard N. Stern School of Business 1989 — 1990
MBA, Finance
Cornell University 1981 — 1985
BS, Computer Science
Edgemont High School 1977 — 1981
Jarett Banks's Perry Capital Experience February 2011 - Present
Job Analyst at Perry Capital
Industry Real Estate
Experience
Perry Capital February 2011 - Present
The Weitzman Group, Inc. August 2010 - February 2011
Capital Trust May 2010 - July 2010
Berkadia Commercial Mortgage LLC August 2009 - March 2010
Campus Apartments June 2008 - August 2008
Education
Cornell University
B.S., Business
Perry Capital February 2011 - Present
The Weitzman Group, Inc. August 2010 - February 2011
Capital Trust May 2010 - July 2010
Berkadia Commercial Mortgage LLC August 2009 - March 2010
Campus Apartments June 2008 - August 2008
Education
Cornell University
B.S., Business
Walter Singleton's Perry Capital Experience January 2002 - January 2005
Job NBSTSA Certified Surgical Technologist
Industry Hospital & Health Care
Experience
Dr. Yael Halaas, Facial Plastic & Reconstructive Surgery Center August 2013 - Present
Lenox Hill Hospital October 2012 - August 2013
New York University September 2006 - August 2011
NYU Langone Medical Center 2006 - 2011
Perry Capital January 2002 - January 2005
Skills
Training, Teaching, Fast Learner, Teamwork, Leadership, Surgery, System Administration, Project Planning, Policy, Human Resources, Windows, Physicians, Healthcare, Cpr Certified, Data Entry, Data Analysis, Research, Technical Support, Access, CPR Certified, Healthcare Management, Patient Safety, Clinical Research, HIPAA, Nursing, BLS, Hospitals, Medicine
Education
New York University 2006 — 2007
Surgical Technology/Technologist
Columbia University in the City of New York 2001 — 2004
Bachelor of Science (BS), Computer Science
Dr. Yael Halaas, Facial Plastic & Reconstructive Surgery Center August 2013 - Present
Lenox Hill Hospital October 2012 - August 2013
New York University September 2006 - August 2011
NYU Langone Medical Center 2006 - 2011
Perry Capital January 2002 - January 2005
Skills
Training, Teaching, Fast Learner, Teamwork, Leadership, Surgery, System Administration, Project Planning, Policy, Human Resources, Windows, Physicians, Healthcare, Cpr Certified, Data Entry, Data Analysis, Research, Technical Support, Access, CPR Certified, Healthcare Management, Patient Safety, Clinical Research, HIPAA, Nursing, BLS, Hospitals, Medicine
Education
New York University 2006 — 2007
Surgical Technology/Technologist
Columbia University in the City of New York 2001 — 2004
Bachelor of Science (BS), Computer Science
Jared Prince Jared Prince's Perry Capital Experience June 2011 - Present
Job Financial Operations Analyst at Perry Capital
Industry Financial Services
Experience
Perry Capital June 2011 - Present
Skills
Financial Modeling, Equities, Bloomberg, Fixed Income, Microsoft Excel, Corporate Finance, Financial Analysis, Valuation
Education
Pennsylvania State University 2007 — 2011
Bachelor of Science, (I) Finance (II) Energy Business Finance
Perry Capital June 2011 - Present
Skills
Financial Modeling, Equities, Bloomberg, Fixed Income, Microsoft Excel, Corporate Finance, Financial Analysis, Valuation
Education
Pennsylvania State University 2007 — 2011
Bachelor of Science, (I) Finance (II) Energy Business Finance
Tahira Rehmatullah's Perry Capital Experience January 2008 - July 2011
Job General Manager at Marley Natural
Industry Venture Capital & Private Equity
Experience
Marley Natural November 2014 - Present
Privateer Holdings July 2014 - Present
Acumen June 2013 - August 2013
City First Enterprises September 2011 - June 2012
Perry Capital January 2008 - July 2011
Perry Capital March 2007 - December 2007
Ernst & Young, LLP October 2005 - March 2007
Procter & Gamble June 2004 - September 2004
Education
Yale School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
The Ohio State University Fisher College of Business
BSBA, Finance, Pre-Medicine, Magna Cum Laude
Investment Banking Institute
Financial Modeling and Valuation Training Course
Marley Natural November 2014 - Present
Privateer Holdings July 2014 - Present
Acumen June 2013 - August 2013
City First Enterprises September 2011 - June 2012
Perry Capital January 2008 - July 2011
Perry Capital March 2007 - December 2007
Ernst & Young, LLP October 2005 - March 2007
Procter & Gamble June 2004 - September 2004
Education
Yale School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
The Ohio State University Fisher College of Business
BSBA, Finance, Pre-Medicine, Magna Cum Laude
Investment Banking Institute
Financial Modeling and Valuation Training Course
Jennifer Nolan Jennifer Nolan's Perry Capital Experience April 2007 - January 2009
Job Personal Assistant
Industry Financial Services
Experience
Confidential March 2010 - Present
ICE Futures US January 2011 - March 2011
Perry Capital April 2007 - January 2009
New York Road Runners May 2006 - February 2007
New Jersey Department of Community Affairs March 2005 - May 2006
US Navy 1998 - 1999
Skills
Microsoft Office, Social Media, Microsoft Excel, Event Planning, PowerPoint, Research, Management, Event Management, Microsoft Word
Education
City University of New York-Hunter College 2007 — 2010
BA, Economics
Universidad Antonio de Nebrija 2009 — 2009
Spanish Language & Conversation and Culture
NYU-SCPS
Project Management
Confidential March 2010 - Present
ICE Futures US January 2011 - March 2011
Perry Capital April 2007 - January 2009
New York Road Runners May 2006 - February 2007
New Jersey Department of Community Affairs March 2005 - May 2006
US Navy 1998 - 1999
Skills
Microsoft Office, Social Media, Microsoft Excel, Event Planning, PowerPoint, Research, Management, Event Management, Microsoft Word
Education
City University of New York-Hunter College 2007 — 2010
BA, Economics
Universidad Antonio de Nebrija 2009 — 2009
Spanish Language & Conversation and Culture
NYU-SCPS
Project Management
Carolyn Sheehan Carolyn Sheehan's Perry Capital Experience October 2010 - January 2012
Job Trading Operations at Viking Global Investors
Industry Investment Management
Experience
Viking Global Investors February 2012 - Present
Perry Capital October 2010 - January 2012
TUDOR INVESTMENT CORPORATION June 2008 - September 2010
Skills
Hedge Funds, Swaps
Education
Fairfield University 2006 — 2010
BS, Finance, Information Systems
Viking Global Investors February 2012 - Present
Perry Capital October 2010 - January 2012
TUDOR INVESTMENT CORPORATION June 2008 - September 2010
Skills
Hedge Funds, Swaps
Education
Fairfield University 2006 — 2010
BS, Finance, Information Systems
Allison Wedeward Allison Wedeward's Perry Capital Experience October 2013 - December 2013
Job Client Services Administrator at Pantheon Ventures
Industry Financial Services
Experience
McKinney Rogers March 2014 - November 2014
Perry Capital October 2013 - December 2013
Public Notice February 2011 - September 2011
Public Notice October 2010 - September 2011
Public Notice August 2010 - September 2011
Skills
Economics, Strategic Communications, Research, Media Relations, Non-profits, Public Policy, International Economics, Nonprofits, Community Outreach, Development Economics, Microsoft Office, Foreign Policy, Statistical Data..., Current Affairs, Politics, Administrative Work, Organization, Expense Management, Expense Reports, Sales, Marketing, Event Planning, Management, Genuine, Strategy, Strategic Planning, Outstanding..., Integrity, Leadership, Social Media Marketing, Social Media
Education
University of Oklahoma 2011 — 2012
Master of Arts, International Relations
Arizona State University 2006 — 2010
B.S., Economics
VŠE Prague, Czech Republic 2009 — 2009
International Economics
McKinney Rogers March 2014 - November 2014
Perry Capital October 2013 - December 2013
Public Notice February 2011 - September 2011
Public Notice October 2010 - September 2011
Public Notice August 2010 - September 2011
Skills
Economics, Strategic Communications, Research, Media Relations, Non-profits, Public Policy, International Economics, Nonprofits, Community Outreach, Development Economics, Microsoft Office, Foreign Policy, Statistical Data..., Current Affairs, Politics, Administrative Work, Organization, Expense Management, Expense Reports, Sales, Marketing, Event Planning, Management, Genuine, Strategy, Strategic Planning, Outstanding..., Integrity, Leadership, Social Media Marketing, Social Media
Education
University of Oklahoma 2011 — 2012
Master of Arts, International Relations
Arizona State University 2006 — 2010
B.S., Economics
VŠE Prague, Czech Republic 2009 — 2009
International Economics
Alexandra Thaler's Perry Capital Experience May 2012 - May 2013
Job Senior Marketing Manager, Digital at ALM Media, LLC
Industry Marketing and Advertising
Experience
ALM Media, LLC June 2014 - Present
ALM May 2013 - May 2014
Perry Capital May 2012 - May 2013
Conde Nast February 2010 - April 2012
Cambodia's Hope November 2009 - February 2010
Titan Worldwide September 2008 - November 2009
Education
University of Miami 2004 — 2008
B.S. in Communication, Dual Major: Public Relations & Psychology, Minor: Marketing
ALM Media, LLC June 2014 - Present
ALM May 2013 - May 2014
Perry Capital May 2012 - May 2013
Conde Nast February 2010 - April 2012
Cambodia's Hope November 2009 - February 2010
Titan Worldwide September 2008 - November 2009
Education
University of Miami 2004 — 2008
B.S. in Communication, Dual Major: Public Relations & Psychology, Minor: Marketing
Lolita Cipriano Lolita Cipriano's Perry Capital Experience August 2015 - September 2015
Job Currently seeking: Administrative Assistant | Executive Assistant | Health, Fitness, Wellness Enthusiast
Industry Information Technology and Services
Experience
Perry Capital August 2015 - September 2015
SunGard October 2007 - June 2015
Emma L. Bowen Foundation September 2001 - October 2007
Filipino American Human Services September 2000 - July 2001
Skills
Event Planning, Nonprofits, Recruiting, Social Media, Non-profits, Microsoft Office, Social Networking, Program Management, Event Management, Outlook, Administrative..., Administration, Microsoft Excel, Editing, Research, System Administration, PowerPoint, Human Resources, Management, Customer Service, Public Relations, Microsoft Word, Facebook, Twitter, Instagram
Education
State University of New York College at Cortland 1996 — 2000
Bachelors of Arts, Psychology and Sociology
Edward R. Murrow 1992 — 1996
HS Diploma, General Studies
Perry Capital August 2015 - September 2015
SunGard October 2007 - June 2015
Emma L. Bowen Foundation September 2001 - October 2007
Filipino American Human Services September 2000 - July 2001
Skills
Event Planning, Nonprofits, Recruiting, Social Media, Non-profits, Microsoft Office, Social Networking, Program Management, Event Management, Outlook, Administrative..., Administration, Microsoft Excel, Editing, Research, System Administration, PowerPoint, Human Resources, Management, Customer Service, Public Relations, Microsoft Word, Facebook, Twitter, Instagram
Education
State University of New York College at Cortland 1996 — 2000
Bachelors of Arts, Psychology and Sociology
Edward R. Murrow 1992 — 1996
HS Diploma, General Studies
Dan Brupbacher Dan Brupbacher's Perry Capital Experience May 2015 - Present
Job Analyst at Perry Capital
Industry Investment Management
Experience
Perry Capital May 2015 - Present
Tremblant Capital 2008 - February 2015
Apax Partners 2006 - 2008
Deutsche Bank 2004 - 2006
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Georgetown University - The McDonough School of Business 2000 — 2004
Perry Capital May 2015 - Present
Tremblant Capital 2008 - February 2015
Apax Partners 2006 - 2008
Deutsche Bank 2004 - 2006
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Georgetown University - The McDonough School of Business 2000 — 2004
Neal Fasone, CPA's Perry Capital Experience April 2002 - October 2012
Job Senior Fund Controller at Senvest Management, LLC
Industry Investment Management
Experience
Senvest Management, LLC July 2015 - Present
Trafelet Brokaw Capital Managment LP June 2014 - July 2015
Roundtable Investment Partners & Carleon Capital Partners January 2014 - June 2014
Continuum Investment Management January 2013 - January 2014
Perry Capital April 2002 - October 2012
Arthur Andersen LLP September 1999 - April 2002
Skills
Alternative Investments, Hedge Funds, Financial Modeling, Equities, Asset Managment, Financial Analysis, Partnership Accounting, Asset Management, Investment Management, Structured Finance, Fund Accounting, ABS, Bloomberg, Fixed Income, Fund Of Funds, Private Equity
Education
Fordham University - Graduate School of Business Administration 2003 — 2006
MBA, Finance
Hofstra University 1995 — 1999
BBA, Bachelors of Business Administration
Senvest Management, LLC July 2015 - Present
Trafelet Brokaw Capital Managment LP June 2014 - July 2015
Roundtable Investment Partners & Carleon Capital Partners January 2014 - June 2014
Continuum Investment Management January 2013 - January 2014
Perry Capital April 2002 - October 2012
Arthur Andersen LLP September 1999 - April 2002
Skills
Alternative Investments, Hedge Funds, Financial Modeling, Equities, Asset Managment, Financial Analysis, Partnership Accounting, Asset Management, Investment Management, Structured Finance, Fund Accounting, ABS, Bloomberg, Fixed Income, Fund Of Funds, Private Equity
Education
Fordham University - Graduate School of Business Administration 2003 — 2006
MBA, Finance
Hofstra University 1995 — 1999
BBA, Bachelors of Business Administration
Rebecca Mann's Perry Capital Experience November 2012 - August 2013
Job Executive Assistant at Evolent Health
Industry Hospital & Health Care
Experience
Evolent Health December 2014 - Present
Western Asset Management September 2013 - Present
Perry Capital November 2012 - August 2013
Yale New Haven Children’s Hospital May 2009 - August 2009
Westport Parks & Recreation July 2006 - August 2009
Westport Gifts September 2007 - June 2008
Skills
Mental Health, Case Managment, Cpr Certified, Community Outreach, Nonprofits, Program Development, Healthcare, Customer Service, Microsoft Office, Social Services, Treatment, Receptionist Duties, Research, Event Planning, Public Speaking, PowerPoint, Data Entry, Microsoft Word
Education
James Madison University 2008 — 2012
Bachelor of Science (B.S.), Health Sciences
Evolent Health December 2014 - Present
Western Asset Management September 2013 - Present
Perry Capital November 2012 - August 2013
Yale New Haven Children’s Hospital May 2009 - August 2009
Westport Parks & Recreation July 2006 - August 2009
Westport Gifts September 2007 - June 2008
Skills
Mental Health, Case Managment, Cpr Certified, Community Outreach, Nonprofits, Program Development, Healthcare, Customer Service, Microsoft Office, Social Services, Treatment, Receptionist Duties, Research, Event Planning, Public Speaking, PowerPoint, Data Entry, Microsoft Word
Education
James Madison University 2008 — 2012
Bachelor of Science (B.S.), Health Sciences
Wade Sample Wade Sample's Perry Capital Experience June 2008 - June 2009
Job Lawyer at Moore & Van Allen, PLLC
Industry Law Practice
Experience
Moore & Van Allen, PLLC September 2012 - Present
Perry Capital June 2008 - June 2009
Citi June 2007 - June 2008
Skills
Mergers & Acquisitions, Legal Research, Microsoft Excel, Equities, Investment Banking, Microsoft Office, PowerPoint, Contract Negotiation, Research, Due Diligence
Education
Wake Forest University School of Law 2009 — 2012
Law, Magna Cum Laude; Order of the Coif
University of Notre Dame 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting and History, 3.97/4.0
Charlotte Catholic
Moore & Van Allen, PLLC September 2012 - Present
Perry Capital June 2008 - June 2009
Citi June 2007 - June 2008
Skills
Mergers & Acquisitions, Legal Research, Microsoft Excel, Equities, Investment Banking, Microsoft Office, PowerPoint, Contract Negotiation, Research, Due Diligence
Education
Wake Forest University School of Law 2009 — 2012
Law, Magna Cum Laude; Order of the Coif
University of Notre Dame 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting and History, 3.97/4.0
Charlotte Catholic
Al Sabogal Al Sabogal's Perry Capital Experience November 1993 - December 2012
Job Head Trader at Perry Capital
Industry Investment Management
Experience
SaboCap January 2013 - Present
Perry Capital November 1993 - December 2012
Skills
Equities, Derivatives, Hedge Funds, Fixed Income, Trading, Investments, Equity Trading, Alternative Investments, Asset Management, Bloomberg, Valuation, Capital Markets, Options, Trading Systems, Equity Derivatives, Credit Derivatives, Portfolio Management, Financial Markets, Investment Banking, Proprietary Trading, Electronic Trading, Risk Management
Education
City University of New York-Baruch College - Zicklin School of Business 1997 — 2001
Master's degree, Finance
St. John's University 1988 — 1992
Bachelor of Science (BS), Finance
SaboCap January 2013 - Present
Perry Capital November 1993 - December 2012
Skills
Equities, Derivatives, Hedge Funds, Fixed Income, Trading, Investments, Equity Trading, Alternative Investments, Asset Management, Bloomberg, Valuation, Capital Markets, Options, Trading Systems, Equity Derivatives, Credit Derivatives, Portfolio Management, Financial Markets, Investment Banking, Proprietary Trading, Electronic Trading, Risk Management
Education
City University of New York-Baruch College - Zicklin School of Business 1997 — 2001
Master's degree, Finance
St. John's University 1988 — 1992
Bachelor of Science (BS), Finance
Pamela Eze, MS, PA-C's Perry Capital Experience July 2007 - June 2011
Job Emergency Medicine Physician Assistant at NYU Langone Medical Center
Industry Medical Practice
Experience
NYU Langone Medical Center August 2015 - Present
Mount Sinai Hospital February 2014 - July 2015
Perry Capital July 2007 - June 2011
Skills
Research, Microsoft Word, PowerPoint, Team-oriented, Microsoft Office, Public Speaking, Healthcare, Clinical Research, Hospitals, Customer Service, Microsoft Excel, ACLS
Education
University of Massachusetts, Amherst 2003 — 2007
BS, Kinesiology, Biology
Pace University 2011 — 2013
M.S., Physician Assistant Studies
NYU Langone Medical Center August 2015 - Present
Mount Sinai Hospital February 2014 - July 2015
Perry Capital July 2007 - June 2011
Skills
Research, Microsoft Word, PowerPoint, Team-oriented, Microsoft Office, Public Speaking, Healthcare, Clinical Research, Hospitals, Customer Service, Microsoft Excel, ACLS
Education
University of Massachusetts, Amherst 2003 — 2007
BS, Kinesiology, Biology
Pace University 2011 — 2013
M.S., Physician Assistant Studies
Lisa Dicce Lisa Dicce's Perry Capital Experience 2006 - 2009
Job Event Planner at Simons Foundation
Industry Higher Education
Experience
Simons Foundation February 2013 - Present
Columbia University Center for Career Education 2011 - 2012
Freelance 2003 - 2011
New York Methodist Hospital 2009 - 2009
Perry Capital 2006 - 2009
Ziff Davis Media 2005 - 2006
JWT 2004 - 2005
Boston University 1999 - 2002
Skills
Event Planning, Editing, Higher Education, Event Management, Volunteer Engagement, Writing, Relationship Management, Event Marketing, Alumni Relations, Graphic Design, Adobe Creative Suite, Photoshop, Microsoft Office, InDesign, Drupal, Illustrator, Community Outreach
Education
Boston University 1999 — 2002
Bachelor’s Degree, Communication
Hunter College 2010 — 2011
Certificate, Graphic Design
Simons Foundation February 2013 - Present
Columbia University Center for Career Education 2011 - 2012
Freelance 2003 - 2011
New York Methodist Hospital 2009 - 2009
Perry Capital 2006 - 2009
Ziff Davis Media 2005 - 2006
JWT 2004 - 2005
Boston University 1999 - 2002
Skills
Event Planning, Editing, Higher Education, Event Management, Volunteer Engagement, Writing, Relationship Management, Event Marketing, Alumni Relations, Graphic Design, Adobe Creative Suite, Photoshop, Microsoft Office, InDesign, Drupal, Illustrator, Community Outreach
Education
Boston University 1999 — 2002
Bachelor’s Degree, Communication
Hunter College 2010 — 2011
Certificate, Graphic Design
Andrew Kim Andrew Kim's Perry Capital Experience January 2005 - 2007
Job Vice President at Paulson & Co.
Industry Investment Management
Experience
Paulson & Co. July 2009 - Present
Kang & Company June 2008 - August 2008
Perry Capital January 2005 - 2007
Goldman Sachs 2004 - 2005
UBS Investment Bank June 2003 - August 2003
Skills
Investment Banking, Hedge Funds, Asset Managment, Financial Institutions, Financial Modeling, Equities, Fixed Income, Valuation, Capital Markets, Special Situations, Asset Management, Mergers & Acquisitions, Investments, Financial Analysis, Due Diligence
Education
Harvard Business School 2007 — 2009
MBA, General Management
University of Michigan - Stephen M. Ross School of Business 2000 — 2004
BBA, Finance, 3.99 / 4.00 (4 year cumulative)
Paulson & Co. July 2009 - Present
Kang & Company June 2008 - August 2008
Perry Capital January 2005 - 2007
Goldman Sachs 2004 - 2005
UBS Investment Bank June 2003 - August 2003
Skills
Investment Banking, Hedge Funds, Asset Managment, Financial Institutions, Financial Modeling, Equities, Fixed Income, Valuation, Capital Markets, Special Situations, Asset Management, Mergers & Acquisitions, Investments, Financial Analysis, Due Diligence
Education
Harvard Business School 2007 — 2009
MBA, General Management
University of Michigan - Stephen M. Ross School of Business 2000 — 2004
BBA, Finance, 3.99 / 4.00 (4 year cumulative)
Azhar Quader Azhar Quader's Perry Capital Experience 2013 - 2014
Job Investment Professional
Industry Investment Management
Experience
Queens Court Capital Management 2009 - Present
Convene Conference Centers 2009 - Present
Perry Capital 2013 - 2014
Sunrise Capital Partners 2009 - 2012
Morgan Stanley 2007 - 2008
Credit Suisse 2003 - 2007
Skills
Credit Derivatives, ABS, Structuring, Derivatives, Fixed Income Products, Value Investing, Structured Finance, Alternative Investments, Equity Derivatives, Fixed Income, Financial Structuring, Structured Products, Hedge Funds, Bonds, Trading, CDO, Options, Asset Management, Capital Markets, Investment Strategies, Equities, Investment Banking, Private Equity, Bloomberg, Series 7, Emerging Markets, CLO, Credit, Electronic Trading, Investment Management, Banking, Securities, High Yield, Valuation, Financial Risk, Financial Markets, Portfolio Management, Equity Research, Trading Systems, Quantitative Finance, CMBS, Financial Modeling, Commodity, Asset Allocation, Leveraged Finance, Market Risk, Investments, Loans, Equity Trading, FX Options
Education
Columbia University in the City of New York 1998 — 2002
BA
Columbia University - Columbia Business School
MBA
New York University
MS
Queens Court Capital Management 2009 - Present
Convene Conference Centers 2009 - Present
Perry Capital 2013 - 2014
Sunrise Capital Partners 2009 - 2012
Morgan Stanley 2007 - 2008
Credit Suisse 2003 - 2007
Skills
Credit Derivatives, ABS, Structuring, Derivatives, Fixed Income Products, Value Investing, Structured Finance, Alternative Investments, Equity Derivatives, Fixed Income, Financial Structuring, Structured Products, Hedge Funds, Bonds, Trading, CDO, Options, Asset Management, Capital Markets, Investment Strategies, Equities, Investment Banking, Private Equity, Bloomberg, Series 7, Emerging Markets, CLO, Credit, Electronic Trading, Investment Management, Banking, Securities, High Yield, Valuation, Financial Risk, Financial Markets, Portfolio Management, Equity Research, Trading Systems, Quantitative Finance, CMBS, Financial Modeling, Commodity, Asset Allocation, Leveraged Finance, Market Risk, Investments, Loans, Equity Trading, FX Options
Education
Columbia University in the City of New York 1998 — 2002
BA
Columbia University - Columbia Business School
MBA
New York University
MS
Sharon Gunther's Perry Capital Experience May 2010 - August 2010
Job Investor Services Sales & Client Strategy
Industry Financial Services
Experience
Citi July 2015 - Present
Citi July 2013 - Present
Citi August 2011 - July 2013
Perry Capital May 2010 - August 2010
NYC Mayors Office of Management and Budget June 2009 - August 2009
Skills
Bloomberg, Hedge Funds, Financial Modeling, Financial Analysis, Corporate Finance, Quantitative Analytics, Microsoft Excel, Credit Derivatives, Analysis, Financial Risk
Education
University of Rochester 2008 — 2011
Bachelor of Arts, Economics
Citi July 2015 - Present
Citi July 2013 - Present
Citi August 2011 - July 2013
Perry Capital May 2010 - August 2010
NYC Mayors Office of Management and Budget June 2009 - August 2009
Skills
Bloomberg, Hedge Funds, Financial Modeling, Financial Analysis, Corporate Finance, Quantitative Analytics, Microsoft Excel, Credit Derivatives, Analysis, Financial Risk
Education
University of Rochester 2008 — 2011
Bachelor of Arts, Economics
Lisa Vinogradov Lisa Vinogradov's Perry Capital Experience August 2007 - September 2011
Job Specializes in providing Executive level support to C suite professionals
Industry Financial Services
Experience
Bond New York July 2011 - November 2013
Perry Capital August 2007 - September 2011
Soros Fund Management April 2001 - August 2007
Young and Rubicam 1999 - 2001
Skills
Investments, Real Estate, Sellers, Investors, Asset Managment, Investment Properties, Valuation, Property Management, Real Estate Transactions, Relocation, Real Estate Development, Real Estate Economics, Negotiation, Portfolio Management, Private Equity, Asset Management, Rentals, Leases
Education
Manhattan College 2012 — 2014
BA, Communications. MS, Organizational Leadership.
NYU 2012 — 2013
Professional Certificate, Leadership and Organizational Dev
Bond New York July 2011 - November 2013
Perry Capital August 2007 - September 2011
Soros Fund Management April 2001 - August 2007
Young and Rubicam 1999 - 2001
Skills
Investments, Real Estate, Sellers, Investors, Asset Managment, Investment Properties, Valuation, Property Management, Real Estate Transactions, Relocation, Real Estate Development, Real Estate Economics, Negotiation, Portfolio Management, Private Equity, Asset Management, Rentals, Leases
Education
Manhattan College 2012 — 2014
BA, Communications. MS, Organizational Leadership.
NYU 2012 — 2013
Professional Certificate, Leadership and Organizational Dev
Christina Owusu, CPA's Perry Capital Experience August 2014 - Present
Job Senior Accountant CPA
Industry Accounting
Experience
Perry Capital August 2014 - Present
Deloitte January 2011 - August 2014
Everyday Health February 2010 - December 2010
Bank of America August 2009 - February 2010
Gannett September 2009 - January 2010
EXPRESS September 2008 - August 2009
Deloitte May 2008 - August 2009
Columbian Financial Group September 2008 - April 2009
Davidson, Fox & Company, LLP February 2008 - April 2008
Visions Federal Credit Union May 2007 - September 2007
Skills
Accounting, SEC filings, Tax, US GAAP, Financial Accounting, Income Tax, Invoicing, Tax Accounting, GAAP, Microsoft Excel, Corporate Tax, Budgets, Tax Research, Accounts Payable, Finance, SEC Filings
Education
American University - Kogod School of Business 2009 — 2010
MS, Taxation
Binghamton University - School of Management 2005 — 2009
BS, Accounting
Perry Capital August 2014 - Present
Deloitte January 2011 - August 2014
Everyday Health February 2010 - December 2010
Bank of America August 2009 - February 2010
Gannett September 2009 - January 2010
EXPRESS September 2008 - August 2009
Deloitte May 2008 - August 2009
Columbian Financial Group September 2008 - April 2009
Davidson, Fox & Company, LLP February 2008 - April 2008
Visions Federal Credit Union May 2007 - September 2007
Skills
Accounting, SEC filings, Tax, US GAAP, Financial Accounting, Income Tax, Invoicing, Tax Accounting, GAAP, Microsoft Excel, Corporate Tax, Budgets, Tax Research, Accounts Payable, Finance, SEC Filings
Education
American University - Kogod School of Business 2009 — 2010
MS, Taxation
Binghamton University - School of Management 2005 — 2009
BS, Accounting
Marina Gorboul Marina Gorboul's Perry Capital Experience February 2013 - April 2014
Job Senior Accountant at Global Partners LP Alliance Energy Gasoline Division
Industry Accounting
Experience
Global Partners, LP - Alliance Energy Gasoline Division July 2014 - Present
Perry Capital February 2013 - April 2014
Scopia Capital January 2012 - December 2012
PwC September 2010 - January 2012
Baruch College August 2008 - October 2010
PricewaterhouseCoopers June 2009 - August 2009
Bayrock Group, LLC May 2006 - June 2008
Kresge, Platt & Abare Pllc January 2005 - December 2005
Geramatic Oy January 2002 - December 2002
Skills
Accounting, CPA, Financial Modeling, Financial Reporting, Financial Accounting, US GAAP, Financial Statement..., Financial Analysis, Internal Controls, Hedge Funds, Sarbanes-Oxley Act, QuickBooks, Auditing, Asset Managment, Equities, GAAP, Valuation
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
MBA, Finance
Flagler College 2003 — 2006
BA, Accounting
Global Partners, LP - Alliance Energy Gasoline Division July 2014 - Present
Perry Capital February 2013 - April 2014
Scopia Capital January 2012 - December 2012
PwC September 2010 - January 2012
Baruch College August 2008 - October 2010
PricewaterhouseCoopers June 2009 - August 2009
Bayrock Group, LLC May 2006 - June 2008
Kresge, Platt & Abare Pllc January 2005 - December 2005
Geramatic Oy January 2002 - December 2002
Skills
Accounting, CPA, Financial Modeling, Financial Reporting, Financial Accounting, US GAAP, Financial Statement..., Financial Analysis, Internal Controls, Hedge Funds, Sarbanes-Oxley Act, QuickBooks, Auditing, Asset Managment, Equities, GAAP, Valuation
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
MBA, Finance
Flagler College 2003 — 2006
BA, Accounting
Yinh Hinh's Perry Capital Experience April 2008 - February 2015
Job Director of Business Development at Criterion Capital
Industry Investment Management
Experience
Criterion Capital Management March 2015 - Present
Perry Capital April 2008 - February 2015
Citi Alternative Investments 2006 - 2008
Wexford Capital 2004 - 2006
DLJ Merchant Banking 2002 - 2004
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Asset Managment
Education
University of California, Berkeley
Criterion Capital Management March 2015 - Present
Perry Capital April 2008 - February 2015
Citi Alternative Investments 2006 - 2008
Wexford Capital 2004 - 2006
DLJ Merchant Banking 2002 - 2004
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Asset Managment
Education
University of California, Berkeley
Justin Howell's Perry Capital Experience September 2008 - June 2011
Job CoFounder & CEO at Gathering. Saving made simple.
Industry Internet
Experience
Gathering, Inc. January 2013 - Present
Action Design Network November 2013 - Present
Project Avocado July 2011 - March 2012
Perry Capital September 2008 - June 2011
TripUp 2005 - 2007
Soleil Securities September 2005 - June 2006
Bain Capital September 2003 - August 2005
Bain & Company August 2001 - July 2003
Skills
Mergers, Start-ups, Business Development, Finance, Negotiation, Fundraising, Turn Around Management, Financial Modeling, Valuation, Venture Capital, Private Equity, Investments, Corporate Development, Entrepreneurship, Business Strategy, Investment Banking, Hedge Funds, Portfolio Management, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Strategy, Management Consulting, Product Management, LBO, Due Diligence, Management
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA
Harvard University 1997 — 2001
A.B.
Gathering, Inc. January 2013 - Present
Action Design Network November 2013 - Present
Project Avocado July 2011 - March 2012
Perry Capital September 2008 - June 2011
TripUp 2005 - 2007
Soleil Securities September 2005 - June 2006
Bain Capital September 2003 - August 2005
Bain & Company August 2001 - July 2003
Skills
Mergers, Start-ups, Business Development, Finance, Negotiation, Fundraising, Turn Around Management, Financial Modeling, Valuation, Venture Capital, Private Equity, Investments, Corporate Development, Entrepreneurship, Business Strategy, Investment Banking, Hedge Funds, Portfolio Management, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Strategy, Management Consulting, Product Management, LBO, Due Diligence, Management
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA
Harvard University 1997 — 2001
A.B.
Heather O'Donnell's Perry Capital Experience 2000 - 2004
Job Corporate Account Manager, Facilitator: Mindfulness at PetRelocation.com
Industry Marketing and Advertising
Experience
PetRelocation.com April 2013 - Present
Westwood One/Dial Global 2010 - March 2013
CBS Radio 2007 - 2010
Smooth Synergy Medical Spa 2005 - 2008
Perry Capital 2000 - 2004
American Theatre Wing 1995 - 2000
Skills
Advertising, Customer Relations, Radio, Advertising Sales, Promotions, Social Media Marketing, Broadcast, Digital Marketing, Public Speaking, Integrated Marketing, Marketing Strategy, New Business Development, PowerPoint, Excel, Cold Calling, Supervisory Skills, Marketing Materials, Word, Outlook, Social Media, Online Marketing, Marketing Communications, Sales Management, Brand Development, Digital Media, Marketing Management, Sales, Facebook, Lead Generation, Direct Marketing, Interactive Marketing, Salesforce.com, Relationship Marketing, Business Development, B2B Marketing, Strategic Partnerships, Account Management, B2B, Customer Acquisition, Marketing Research, Negotiation, Online Advertising, Marketing, Event Planning, CRM, Customer Service, Management, E-commerce, Strategy, Email Marketing
Education
American Academy of Dramatic Arts
CUNY
B. S., Middle Eastern Studies
Citrus HIgh School
City University of New York-Hunter College
Florida State University
PetRelocation.com April 2013 - Present
Westwood One/Dial Global 2010 - March 2013
CBS Radio 2007 - 2010
Smooth Synergy Medical Spa 2005 - 2008
Perry Capital 2000 - 2004
American Theatre Wing 1995 - 2000
Skills
Advertising, Customer Relations, Radio, Advertising Sales, Promotions, Social Media Marketing, Broadcast, Digital Marketing, Public Speaking, Integrated Marketing, Marketing Strategy, New Business Development, PowerPoint, Excel, Cold Calling, Supervisory Skills, Marketing Materials, Word, Outlook, Social Media, Online Marketing, Marketing Communications, Sales Management, Brand Development, Digital Media, Marketing Management, Sales, Facebook, Lead Generation, Direct Marketing, Interactive Marketing, Salesforce.com, Relationship Marketing, Business Development, B2B Marketing, Strategic Partnerships, Account Management, B2B, Customer Acquisition, Marketing Research, Negotiation, Online Advertising, Marketing, Event Planning, CRM, Customer Service, Management, E-commerce, Strategy, Email Marketing
Education
American Academy of Dramatic Arts
CUNY
B. S., Middle Eastern Studies
Citrus HIgh School
City University of New York-Hunter College
Florida State University
BELA COMFORTY BELA COMFORTY's Perry Capital Experience 2008 - 2009
Job Executive Director at Deutsche Bank National Trust Co
Industry Individual & Family Services
Experience
Center for Strategic and International Studies (CSIS) March 2010 - Present
Columbia University January 2010 - Present
Columbia University 2009 - 2010
Perry Capital 2008 - 2009
Education
Columbia Business School 2000 — 2005
MBA
Center for Strategic and International Studies (CSIS) March 2010 - Present
Columbia University January 2010 - Present
Columbia University 2009 - 2010
Perry Capital 2008 - 2009
Education
Columbia Business School 2000 — 2005
MBA
Jonathan Cheng's Perry Capital Experience February 2003 - October 2008
Job Portfolio Manager at Alexander Road Capital
Industry Investment Management
Experience
Alexander Road Capital September 2014 - Present
Moore Capital Management May 2010 - May 2014
Perry Capital February 2003 - October 2008
Morgan Stanley Capital Partners August 2001 - February 2003
Education
Princeton University 1997 — 2001
The Woodrow Wilson School of Public and International Affairs
Alexander Road Capital September 2014 - Present
Moore Capital Management May 2010 - May 2014
Perry Capital February 2003 - October 2008
Morgan Stanley Capital Partners August 2001 - February 2003
Education
Princeton University 1997 — 2001
The Woodrow Wilson School of Public and International Affairs
Mark Zhang's Perry Capital Experience December 2008 - February 2009
Job Independent IT Architecture Consulting
Industry Investment Banking
Experience
KVS Enterprise LLC June 2005 - Present
AGT International November 2009 - Present
4D Security Solutions, Inc. November 2009 - Present
Symantec April 2009 - November 2009
Perry Capital December 2008 - February 2009
Fidelity Investments June 2008 - December 2008
Merrill Lynch August 2007 - May 2008
Nomura Securities International March 2006 - August 2007
Coach Inc. May 2005 - February 2006
Commerzbank Capital Market Corp. October 1998 - April 2005
Skills
VMware Infrastructure, NetApp Filers, Enterprise Vault, Microsoft Technologies, Cisco Switches, Scripting, Visio, VCP, Active Directory, NetApp, Windows Server, HP, VMware, Cisco UCS, Flexpod Archetict (UCS..., Microsoft Exchange, IT Management, Disaster Recovery, Cisco Nexus, Firewalls, Networking, High Availability, Data Center, Storage, Business Continuity, WAN, Infrastructure, Switches, Dell PowerEdge Servers, Integration, Cisco Technologies, TCP/IP, IT Strategy, HP Proliant, Project Management, Storage Area Networks, Cluster, iSCSI, Architectures, Group Policy, Virtualization, IT Operations, Enterprise Architecture, VMware ESX, Architecture
Education
Shanghai Jiao Tong University, Shanghai China 1979 — 1983
BS, Electronic Instrumentation
KVS Enterprise LLC June 2005 - Present
AGT International November 2009 - Present
4D Security Solutions, Inc. November 2009 - Present
Symantec April 2009 - November 2009
Perry Capital December 2008 - February 2009
Fidelity Investments June 2008 - December 2008
Merrill Lynch August 2007 - May 2008
Nomura Securities International March 2006 - August 2007
Coach Inc. May 2005 - February 2006
Commerzbank Capital Market Corp. October 1998 - April 2005
Skills
VMware Infrastructure, NetApp Filers, Enterprise Vault, Microsoft Technologies, Cisco Switches, Scripting, Visio, VCP, Active Directory, NetApp, Windows Server, HP, VMware, Cisco UCS, Flexpod Archetict (UCS..., Microsoft Exchange, IT Management, Disaster Recovery, Cisco Nexus, Firewalls, Networking, High Availability, Data Center, Storage, Business Continuity, WAN, Infrastructure, Switches, Dell PowerEdge Servers, Integration, Cisco Technologies, TCP/IP, IT Strategy, HP Proliant, Project Management, Storage Area Networks, Cluster, iSCSI, Architectures, Group Policy, Virtualization, IT Operations, Enterprise Architecture, VMware ESX, Architecture
Education
Shanghai Jiao Tong University, Shanghai China 1979 — 1983
BS, Electronic Instrumentation
Rizwan Sabar's Perry Capital Experience 2010 - 2013
Job Managing Director at Corvex Management
Industry Investment Management
Experience
Corvex Management 2013 - Present
Perry Capital 2010 - 2013
Goldman Sachs 2008 - 2010
U.S. Court of Appeals 2007 - 2008
Education
Yale Law School 2004 — 2007
J.D.
Stanford University 2000 — 2004
BA, Economics
Corvex Management 2013 - Present
Perry Capital 2010 - 2013
Goldman Sachs 2008 - 2010
U.S. Court of Appeals 2007 - 2008
Education
Yale Law School 2004 — 2007
J.D.
Stanford University 2000 — 2004
BA, Economics
Filbert Cua's Perry Capital Experience June 2009 - August 2009
Job
Industry Investment Management
Experience
Aetos Capital August 2010 - Present
Perry Capital June 2009 - August 2009
Perry Capital January 2006 - June 2008
Citigroup Global Markets July 2004 - December 2005
Skills
Valuation, Financial Modeling, Hedge Funds, Alternative Investments, Equities, Investment Banking, Capital Markets, Equity Research, Due Diligence, Investments, Corporate Finance, Bloomberg, Asset Management, Portfolio Management, Emerging Markets, Investment Management
Education
Stanford University Graduate School of Business 2008 — 2010
MBA
University of Pennsylvania 2000 — 2004
BS in Economics/BAS, Finance/Computer Science
Aetos Capital August 2010 - Present
Perry Capital June 2009 - August 2009
Perry Capital January 2006 - June 2008
Citigroup Global Markets July 2004 - December 2005
Skills
Valuation, Financial Modeling, Hedge Funds, Alternative Investments, Equities, Investment Banking, Capital Markets, Equity Research, Due Diligence, Investments, Corporate Finance, Bloomberg, Asset Management, Portfolio Management, Emerging Markets, Investment Management
Education
Stanford University Graduate School of Business 2008 — 2010
MBA
University of Pennsylvania 2000 — 2004
BS in Economics/BAS, Finance/Computer Science
Jason LaPorte's Perry Capital Experience May 2008 - December 2013
Job .
Industry Investment Management
Experience
Teilinger Capital (Vitol Group) July 2014 - Present
Perry Capital May 2008 - December 2013
Credit Suisse May 2006 - August 2006
Perry Capital August 2004 - July 2005
Skills
Hedge Funds, Bloomberg, Fixed Income, Financial Modeling, Equities
Education
University of Wisconsin-Madison - School of Business 2005 — 2007
MBA, Finance
Bradley University 2000 — 2004
BS, Finance
Teilinger Capital (Vitol Group) July 2014 - Present
Perry Capital May 2008 - December 2013
Credit Suisse May 2006 - August 2006
Perry Capital August 2004 - July 2005
Skills
Hedge Funds, Bloomberg, Fixed Income, Financial Modeling, Equities
Education
University of Wisconsin-Madison - School of Business 2005 — 2007
MBA, Finance
Bradley University 2000 — 2004
BS, Finance
Todd Westhus's Perry Capital Experience July 2006 - Present
Job Research at Perry Capital
Industry Financial Services
Experience
Perry Capital July 2006 - Present
Avenue Capital July 2002 - July 2006
Morgan Stanley July 2000 - July 2002
JP Morgan Chase July 1998 - July 2000
Skills
Alternative Investments, Asset Management, Bloomberg, Equities, High Yield, Investment Banking, Portfolio Management, Hedge Funds, Fixed Income, Financial Modeling, Valuation, Trading, Special Situations, Private Equity
Education
Duke University 1994 — 1998
Bachelor of Arts (B.A.), Economics; Biology
Perry Capital July 2006 - Present
Avenue Capital July 2002 - July 2006
Morgan Stanley July 2000 - July 2002
JP Morgan Chase July 1998 - July 2000
Skills
Alternative Investments, Asset Management, Bloomberg, Equities, High Yield, Investment Banking, Portfolio Management, Hedge Funds, Fixed Income, Financial Modeling, Valuation, Trading, Special Situations, Private Equity
Education
Duke University 1994 — 1998
Bachelor of Arts (B.A.), Economics; Biology
Erica Liu, CFA's Perry Capital Experience July 2008 - October 2008
Job GLDP P&O Manager at Mars
Industry Consumer Goods
Experience
Mars August 2015 - Present
Wrigley August 2014 - Present
Target June 2013 - August 2013
The Dinex Group November 2011 - February 2012
B.R. Guest Hospitality September 2011 - December 2011
Copal Partners March 2010 - April 2010
Perry Capital July 2008 - October 2008
JPMorgan June 2007 - June 2008
JPMorgan Securities May 2006 - May 2007
Duff & Phelps (formerly Standard & Poor's Corporate Value Consulting) August 2004 - May 2006
Skills
Financial Analysis, Energy, Natural Gas, Data Analysis, Financial Modeling, Pipelines, Analysis, Economics, Marketing, Leadership, Corporate Finance, Strategy
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Marketing, General Management, and Managerial & Organizational Behavior
The French Culinary Institute 2011 — 2011
Grand Diploma in Classic Pastry Arts, Baking and Pastry Arts/Baker/Pastry Chef, Valedictorian
University of California, Berkeley 1999 — 2003
BS & BA, Business Administration & Political Science
The Hong Kong University of Science and Technology 2002 — 2002
UC Education Abroad Program, Business Adminstration and Political Science, 4.0
Mars August 2015 - Present
Wrigley August 2014 - Present
Target June 2013 - August 2013
The Dinex Group November 2011 - February 2012
B.R. Guest Hospitality September 2011 - December 2011
Copal Partners March 2010 - April 2010
Perry Capital July 2008 - October 2008
JPMorgan June 2007 - June 2008
JPMorgan Securities May 2006 - May 2007
Duff & Phelps (formerly Standard & Poor's Corporate Value Consulting) August 2004 - May 2006
Skills
Financial Analysis, Energy, Natural Gas, Data Analysis, Financial Modeling, Pipelines, Analysis, Economics, Marketing, Leadership, Corporate Finance, Strategy
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Marketing, General Management, and Managerial & Organizational Behavior
The French Culinary Institute 2011 — 2011
Grand Diploma in Classic Pastry Arts, Baking and Pastry Arts/Baker/Pastry Chef, Valedictorian
University of California, Berkeley 1999 — 2003
BS & BA, Business Administration & Political Science
The Hong Kong University of Science and Technology 2002 — 2002
UC Education Abroad Program, Business Adminstration and Political Science, 4.0
David Walch's Perry Capital Experience July 2004 - October 2011
Job Trader at King Street Capital Management
Industry Investment Management
Experience
King Street Capital Management July 2012 - Present
Perry Capital July 2004 - October 2011
Morgan Stanley 2002 - 2004
Forest City Ratner Companies 1997 - 2000
Education
Harvard Business School 2000 — 2002
Yale University 1991 — 1995
King Street Capital Management July 2012 - Present
Perry Capital July 2004 - October 2011
Morgan Stanley 2002 - 2004
Forest City Ratner Companies 1997 - 2000
Education
Harvard Business School 2000 — 2002
Yale University 1991 — 1995
David Thomas's Perry Capital Experience August 2003 - March 2005
Job Atalan Capital Partners
Industry Financial Services
Experience
Atalan Capital Partners August 2014 - Present
Soroban Capital Partners March 2013 - August 2014
Highside Capital Management April 2005 - February 2013
Perry Capital August 2003 - March 2005
Skills
Entrepreneurship, Corporate Development, Trading, Fund Of Funds, Mergers & Acquisitions, Investment Banking, Corporate Finance, Emerging Markets, LBO, Capital Markets, Business Planning, Investment Management, Strategic Planning, M&A experience, Start-ups
Education
Stanford University Graduate School of Business 2001 — 2003
MBA, Business
Duke University 1992 — 1996
Atalan Capital Partners August 2014 - Present
Soroban Capital Partners March 2013 - August 2014
Highside Capital Management April 2005 - February 2013
Perry Capital August 2003 - March 2005
Skills
Entrepreneurship, Corporate Development, Trading, Fund Of Funds, Mergers & Acquisitions, Investment Banking, Corporate Finance, Emerging Markets, LBO, Capital Markets, Business Planning, Investment Management, Strategic Planning, M&A experience, Start-ups
Education
Stanford University Graduate School of Business 2001 — 2003
MBA, Business
Duke University 1992 — 1996
Evelyn Hogenboom's Perry Capital Experience 1998 - 2001
Job Senior Associate, Compliance Officer at Pequot Capital Management, Inc.
Industry Financial Services
Experience
Pequot Capital Management, Inc. February 2003 - Present
Perry Capital 1998 - 2001
Skills
Alternative Investments, Hedge Funds, Securities
Education
University of California, Davis
Pequot Capital Management, Inc. February 2003 - Present
Perry Capital 1998 - 2001
Skills
Alternative Investments, Hedge Funds, Securities
Education
University of California, Davis
James Sorrentino's Perry Capital Experience
Job Director of Operations at Perry Capital
Industry Financial Services
Experience
Perry Capital
Skills
Hedge Funds, Asset Management, Equities, Alternative Investments, Back Office, Derivatives, Financial Services, Trading, Bloomberg, Trading Systems, Fixed Income, Portfolio Management, Capital Markets, Prime Brokerage, Securities, Financial Markets, Equity Derivatives
Education
St Joseph by the Sea High School
University of Notre Dame
Bachelor of Science (BS), Finance
Perry Capital
Skills
Hedge Funds, Asset Management, Equities, Alternative Investments, Back Office, Derivatives, Financial Services, Trading, Bloomberg, Trading Systems, Fixed Income, Portfolio Management, Capital Markets, Prime Brokerage, Securities, Financial Markets, Equity Derivatives
Education
St Joseph by the Sea High School
University of Notre Dame
Bachelor of Science (BS), Finance
Peter Schweinfurth's Perry Capital Experience 2000 - 2004
Job CEO Align Capital & Founder Brand Equity Partners
Industry Venture Capital & Private Equity
Experience
Brand Equity Partners May 2011 - Present
Align Capital January 2009 - Present
Avenue Capital Management 2004 - 2007
Perry Capital 2000 - 2004
Kelso & Company 1988 - 2000
Skills
Executive Leadership, Private Investing, Board Experience, Valuation, Strategic Planning, Private Placements, Private Investment, Private Equity, Portfolio Management, Mergers & Acquisitions, Management, Leadership, LBO, Investment Banking, Hedge Funds, Growth Capital, Fixed Income, Finance, Executive Management, Equities, Emerging Markets, Capital Markets, Business Planning, Corporate Finance, Leveraged Finance, Restructuring, Brand Management, Venture Capital
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
Harvard University
AB, Economics
The Lawrenceville School
High School
Brand Equity Partners May 2011 - Present
Align Capital January 2009 - Present
Avenue Capital Management 2004 - 2007
Perry Capital 2000 - 2004
Kelso & Company 1988 - 2000
Skills
Executive Leadership, Private Investing, Board Experience, Valuation, Strategic Planning, Private Placements, Private Investment, Private Equity, Portfolio Management, Mergers & Acquisitions, Management, Leadership, LBO, Investment Banking, Hedge Funds, Growth Capital, Fixed Income, Finance, Executive Management, Equities, Emerging Markets, Capital Markets, Business Planning, Corporate Finance, Leveraged Finance, Restructuring, Brand Management, Venture Capital
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
Harvard University
AB, Economics
The Lawrenceville School
High School
Andrew Isikoff's Perry Capital Experience June 2002 - October 2011
Job Managing Director at Silverfern Real Estate Partners
Industry Real Estate
Experience
Silverfern Real Estate Partners January 2014 - Present
HRS Management, LLC May 2012 - May 2013
Perry Capital June 2002 - October 2011
Cerberus Capital Management/Blackacre Capital Management June 1998 - May 2002
CreditRe Mortgage Capital 1996 - 1998
Skills
Real Estate Investment, Real Estate Finance, Dispositions, Mezzanine, Real Estate Private...
Education
University of Pennsylvania - The Wharton School 1994 — 1996
Master of Business Administration (MBA), Finance
Cornell University 1987 — 1991
BA, Economics
Silverfern Real Estate Partners January 2014 - Present
HRS Management, LLC May 2012 - May 2013
Perry Capital June 2002 - October 2011
Cerberus Capital Management/Blackacre Capital Management June 1998 - May 2002
CreditRe Mortgage Capital 1996 - 1998
Skills
Real Estate Investment, Real Estate Finance, Dispositions, Mezzanine, Real Estate Private...
Education
University of Pennsylvania - The Wharton School 1994 — 1996
Master of Business Administration (MBA), Finance
Cornell University 1987 — 1991
BA, Economics
Richard Cagnetta's Perry Capital Experience August 2008 - October 2012
Job Tax Director at Untracht Early LLC
Industry Investment Management
Experience
Untracht Early LLC February 2014 - Present
Perry Capital August 2008 - October 2012
Caxton Associates March 2003 - July 2008
Ernst & Young August 1994 - February 2003
Skills
Hedge Funds, Private Equity, Alternative Investments, Fund Of Funds, Financial Analysis, Asset Managment, Tax, Derivatives, Equities, Accounting, Asset Management, Fixed Income, Trading Systems, Valuation, Securities
Education
Fordham University - Graduate School of Business Administration 1992 — 1994
MBA / MS, Professional Accounting / Taxation
University at Albany, SUNY 1986 — 1990
BS, Finance
Untracht Early LLC February 2014 - Present
Perry Capital August 2008 - October 2012
Caxton Associates March 2003 - July 2008
Ernst & Young August 1994 - February 2003
Skills
Hedge Funds, Private Equity, Alternative Investments, Fund Of Funds, Financial Analysis, Asset Managment, Tax, Derivatives, Equities, Accounting, Asset Management, Fixed Income, Trading Systems, Valuation, Securities
Education
Fordham University - Graduate School of Business Administration 1992 — 1994
MBA / MS, Professional Accounting / Taxation
University at Albany, SUNY 1986 — 1990
BS, Finance
Len Lombardo's Perry Capital Experience March 2005 - February 2008
Job CTO at Taconic Capital
Industry Financial Services
Experience
Taconic Capital Advisors LP June 2008 - Present
Perry Capital March 2005 - February 2008
First New York Securities December 2003 - March 2005
Bessent Capital June 2000 - November 2003
Moore Capital Management 1993 - 2000
Skills
Project Management, Disaster Recovery, Architecture, Telecommunications, Team Building, Hedge Funds, Equities, Portfolio Management, Bloomberg, Fixed Income, Asset Managment, Trading, Risk Management, Trading Systems, Market Data, Investment Banking, Alternative Investments, Asset Management, Business Analysis, Capital Markets, Credit Derivatives, Architectures, Electronic Trading, Commodity, FX Options, IT Strategy, Low Latency, Virtualization, Infrastructure, Options, Leadership, Vendor Management, Equity Derivatives, Equity Trading, Exchange Connectivity
Education
New York University - Polytechnic School of Engineering 2000 — 2002
MS, Management of Technology Innovations in Finance
Baruch College, City University of New York (CUNY) 1989 — 1992
BS, Computer Information Systems
Taconic Capital Advisors LP June 2008 - Present
Perry Capital March 2005 - February 2008
First New York Securities December 2003 - March 2005
Bessent Capital June 2000 - November 2003
Moore Capital Management 1993 - 2000
Skills
Project Management, Disaster Recovery, Architecture, Telecommunications, Team Building, Hedge Funds, Equities, Portfolio Management, Bloomberg, Fixed Income, Asset Managment, Trading, Risk Management, Trading Systems, Market Data, Investment Banking, Alternative Investments, Asset Management, Business Analysis, Capital Markets, Credit Derivatives, Architectures, Electronic Trading, Commodity, FX Options, IT Strategy, Low Latency, Virtualization, Infrastructure, Options, Leadership, Vendor Management, Equity Derivatives, Equity Trading, Exchange Connectivity
Education
New York University - Polytechnic School of Engineering 2000 — 2002
MS, Management of Technology Innovations in Finance
Baruch College, City University of New York (CUNY) 1989 — 1992
BS, Computer Information Systems
Andrew Komery's Perry Capital Experience August 2008 - April 2011
Job Portfolio Manager at D. E. Shaw & Co.
Industry Investment Management
Experience
D. E. Shaw & Co. May 2011 - Present
Perry Capital August 2008 - April 2011
Morgan Stanley July 2006 - July 2008
Education
University of Pennsylvania - The Wharton School 2002 — 2006
D. E. Shaw & Co. May 2011 - Present
Perry Capital August 2008 - April 2011
Morgan Stanley July 2006 - July 2008
Education
University of Pennsylvania - The Wharton School 2002 — 2006
Kyle DeBias's Perry Capital Experience May 2005 - February 2008
Job IT Support Manager
Industry Financial Services
Experience
Bridgewater Associates February 2008 - Present
Perry Capital May 2005 - February 2008
ICAP May 2004 - April 2005
Skills
Blackberry Enterprise..., ITIL, Disaster Recovery, Active Directory, Business Analysis, Help Desk Support, IT Management, IT Operations, IT Service Management, IT Strategy, Incident Management, Management, Technical Support, Vendor Management, Virtualization, Process Improvement, Information Technology
Education
Roger Williams University 2000 — 2004
Computer Information Systems
Bridgewater Associates February 2008 - Present
Perry Capital May 2005 - February 2008
ICAP May 2004 - April 2005
Skills
Blackberry Enterprise..., ITIL, Disaster Recovery, Active Directory, Business Analysis, Help Desk Support, IT Management, IT Operations, IT Service Management, IT Strategy, Incident Management, Management, Technical Support, Vendor Management, Virtualization, Process Improvement, Information Technology
Education
Roger Williams University 2000 — 2004
Computer Information Systems
Noreen (Murphy) Suzor's Perry Capital Experience March 2007 - Present
Job Assistant Controller at Perry Capital
Industry Accounting
Experience
Perry Capital March 2007 - Present
PwC 2004 - 2007
Skills
CPA, Hedge Funds, SEC filings, Private Equity, GAAP, Equities, Alternative Investments, Fixed Income, US GAAP, Due Diligence
Education
Fordham University 2000 — 2004
Bachelor of Science (BS), Accounting
University College Dublin 2003 — 2003
Perry Capital March 2007 - Present
PwC 2004 - 2007
Skills
CPA, Hedge Funds, SEC filings, Private Equity, GAAP, Equities, Alternative Investments, Fixed Income, US GAAP, Due Diligence
Education
Fordham University 2000 — 2004
Bachelor of Science (BS), Accounting
University College Dublin 2003 — 2003
Daniel Adan's Perry Capital Experience August 2007 - Present
Job Managing Director at Perry Capital
Industry Investment Management
Experience
Perry Capital August 2007 - Present
Goldman Sachs 2005 - 2007
Education
University of Florida 2001 — 2004
University of Florida - Warrington College of Business Administration 2001 — 2004
Perry Capital August 2007 - Present
Goldman Sachs 2005 - 2007
Education
University of Florida 2001 — 2004
University of Florida - Warrington College of Business Administration 2001 — 2004
Alexei Vinogradov's Perry Capital Experience February 2010 - Present
Job Programmer / Analyst
Industry Financial Services
Experience
Perry Capital February 2010 - Present
SunGard May 2006 - February 2010
DataSynapse 2000 - 2001
MetLife 1998 - 1999
Skills
Derivatives, Trading, Capital Markets, Project Management, Equities, Fixed Income, Portfolio Management, Quantitative Analytics, Hedge Funds, Business Analysis, Financial Modeling, Bloomberg, Risk Management, Trading Systems, Investments, Valuation, VBA, Options, Investment Banking, Electronic Trading, Financial Markets, Credit Derivatives, Market Data
Education
The New School 2007 — 2009
M.S., Global Finance
University of Miami Leonard M. Miller School of Medicine 1995 — 1998
Medicine
Florida Atlantic University 1993 — 1995
B.S., Chemistry
Palm Beach Community College 1991 — 1992
A.A., Medical Technology
Perry Capital February 2010 - Present
SunGard May 2006 - February 2010
DataSynapse 2000 - 2001
MetLife 1998 - 1999
Skills
Derivatives, Trading, Capital Markets, Project Management, Equities, Fixed Income, Portfolio Management, Quantitative Analytics, Hedge Funds, Business Analysis, Financial Modeling, Bloomberg, Risk Management, Trading Systems, Investments, Valuation, VBA, Options, Investment Banking, Electronic Trading, Financial Markets, Credit Derivatives, Market Data
Education
The New School 2007 — 2009
M.S., Global Finance
University of Miami Leonard M. Miller School of Medicine 1995 — 1998
Medicine
Florida Atlantic University 1993 — 1995
B.S., Chemistry
Palm Beach Community College 1991 — 1992
A.A., Medical Technology
Lawrence Palermo's Perry Capital Experience April 2002 - December 2010
Job Chief Operating Officer at 40 North Industries LLC
Industry Financial Services
Experience
40 North Industries LLC January 2013 - Present
40 North Industries LLC January 2011 - December 2012
Perry Capital April 2002 - December 2010
Skills
Financial Modeling, Hedge Funds, Equities, Fixed Income, Private Equity, Valuation, Bloomberg, Asset Managment, Investments, Capital Markets, Investment Banking, Alternative Investments, Corporate Finance, Portfolio Management, Financial Analysis, Special Situations, Mergers, Restructuring, Structured Finance, Mezzanine
Education
State University of New York at Albany 1995 — 1998
Bachelor of Science (B.S.), Accounting
New York University
Master of Business Administration (M.B.A.), Quantitative Finance
40 North Industries LLC January 2013 - Present
40 North Industries LLC January 2011 - December 2012
Perry Capital April 2002 - December 2010
Skills
Financial Modeling, Hedge Funds, Equities, Fixed Income, Private Equity, Valuation, Bloomberg, Asset Managment, Investments, Capital Markets, Investment Banking, Alternative Investments, Corporate Finance, Portfolio Management, Financial Analysis, Special Situations, Mergers, Restructuring, Structured Finance, Mezzanine
Education
State University of New York at Albany 1995 — 1998
Bachelor of Science (B.S.), Accounting
New York University
Master of Business Administration (M.B.A.), Quantitative Finance
Allison Lear's Perry Capital Experience April 2006 - October 2011
Job Executive Assistant at Highbridge Principal Strategies
Industry Investment Management
Experience
Highbridge Principal Strategies July 2012 - Present
Daruma Asset Management, Inc. January 2012 - May 2012
Perry Capital April 2006 - October 2011
Waxman Williams Entertainment August 2005 - February 2006
Skills
Theatre, Administrative..., Hedge Funds, Film, Television, Management, Bloomberg, Event Planning, Research, Outlook
Education
Sarah Lawrence College 2001 — 2005
Bachelor of Arts, Liberal Arts
Phillips Exeter Academy 1998 — 2001
Highbridge Principal Strategies July 2012 - Present
Daruma Asset Management, Inc. January 2012 - May 2012
Perry Capital April 2006 - October 2011
Waxman Williams Entertainment August 2005 - February 2006
Skills
Theatre, Administrative..., Hedge Funds, Film, Television, Management, Bloomberg, Event Planning, Research, Outlook
Education
Sarah Lawrence College 2001 — 2005
Bachelor of Arts, Liberal Arts
Phillips Exeter Academy 1998 — 2001
Santa Federico's Perry Capital Experience February 2005 - July 2008
Job
Industry Financial Services
Experience
Silver Ridge Asset Management December 2014 - Present
n.a. January 2013 - December 2014
Ally Financial Inc. September 2010 - December 2012
n.a. January 2009 - August 2010
Perry Capital February 2005 - July 2008
Credit Suisse First Boston 2003 - 2004
Nikko Citigroup 2000 - 2001
Citi 1994 - 2000
Credit Suisse First Boston 1991 - 1994
Western Asset Management 1989 - 1991
Skills
Market Risk, Hedge Funds, Risk Management, Equities, Equity Derivatives, FX Options, Fixed Income, Trading, Quantitative, Credit Derivatives, FX, Interest Rate..., Portfolio Management, Counterparty Risk, Quantitative Research, Financial Services, Bonds, Credit, Mortgage, Quantitative Modeling, Portfolio Optimization, Factor Analysis, Regulatory Liaison, Basel II, Investment Banking, Alternative Investments, CRO, Fund Of Funds, Stress Testing, CCAR, Management, Portfolio Performance..., Structured Products, Mortgage Servicing, Mortgage Banking, MBS, Quantitative Finance, Quantitative Risk, Quantitative Risk..., Derivatives, Risk Systems, Performance Measurement, Performance Attribution, Capital Markets, Asset Management, Investments, Options, Financial Risk, Valuation, Securities
Education
Princeton University 1978 — 1982
A.B.
Ecole Centrale Paris 1982 — 1983
Completed Final Year of the Diplome D'ingenieur
Silver Ridge Asset Management December 2014 - Present
n.a. January 2013 - December 2014
Ally Financial Inc. September 2010 - December 2012
n.a. January 2009 - August 2010
Perry Capital February 2005 - July 2008
Credit Suisse First Boston 2003 - 2004
Nikko Citigroup 2000 - 2001
Citi 1994 - 2000
Credit Suisse First Boston 1991 - 1994
Western Asset Management 1989 - 1991
Skills
Market Risk, Hedge Funds, Risk Management, Equities, Equity Derivatives, FX Options, Fixed Income, Trading, Quantitative, Credit Derivatives, FX, Interest Rate..., Portfolio Management, Counterparty Risk, Quantitative Research, Financial Services, Bonds, Credit, Mortgage, Quantitative Modeling, Portfolio Optimization, Factor Analysis, Regulatory Liaison, Basel II, Investment Banking, Alternative Investments, CRO, Fund Of Funds, Stress Testing, CCAR, Management, Portfolio Performance..., Structured Products, Mortgage Servicing, Mortgage Banking, MBS, Quantitative Finance, Quantitative Risk, Quantitative Risk..., Derivatives, Risk Systems, Performance Measurement, Performance Attribution, Capital Markets, Asset Management, Investments, Options, Financial Risk, Valuation, Securities
Education
Princeton University 1978 — 1982
A.B.
Ecole Centrale Paris 1982 — 1983
Completed Final Year of the Diplome D'ingenieur
Aditya Bapna's Perry Capital Experience August 2011 - Present
Job Analyst at Perry Capital
Industry Investment Banking
Experience
Perry Capital August 2011 - Present
Moelis & Company July 2009 - June 2011
Moelis & Company June 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor of Science in Economics, Finance
Perry Capital August 2011 - Present
Moelis & Company July 2009 - June 2011
Moelis & Company June 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor of Science in Economics, Finance
Bobby Xu's Perry Capital Experience 2012 - Present
Job Hedge Fund Analyst
Industry Investment Management
Experience
Perry Capital 2012 - Present
Maverick Capital August 2010 - October 2012
Lazard July 2008 - June 2010
Education
Harvard University 2004 — 2008
AB, Economics
Perry Capital 2012 - Present
Maverick Capital August 2010 - October 2012
Lazard July 2008 - June 2010
Education
Harvard University 2004 — 2008
AB, Economics
Eric Bannasch's Perry Capital Experience 2003 - 2007
Job PM at Cadian Capital
Industry Investment Management
Experience
Cadian Capital 2007 - Present
Perry Capital 2003 - 2007
Cisco Systems 1999 - 2001
Charlesbank Capital Partners 1998 - 1999
The Boston Consulting Group 1996 - 1998
Skills
Hedge Funds, Alternative Investments, Equities, Asset Managment, Valuation, Capital Markets, Portfolio Management, Financial Modeling, Investments, Investment Banking, Private Equity, Equity Research, Derivatives, Corporate Finance, Venture Capital, Financial Analysis, Fund Of Funds, Trading, Corporate Development
Education
Stanford University Graduate School of Business 2001 — 2003
Master of Business Administration (MBA)
Stanford University
Master of Science (M.S.), Industrial Engineering
Stanford University 1992 — 1996
Bachelor of Science (BS), Industrial Engineering
Cadian Capital 2007 - Present
Perry Capital 2003 - 2007
Cisco Systems 1999 - 2001
Charlesbank Capital Partners 1998 - 1999
The Boston Consulting Group 1996 - 1998
Skills
Hedge Funds, Alternative Investments, Equities, Asset Managment, Valuation, Capital Markets, Portfolio Management, Financial Modeling, Investments, Investment Banking, Private Equity, Equity Research, Derivatives, Corporate Finance, Venture Capital, Financial Analysis, Fund Of Funds, Trading, Corporate Development
Education
Stanford University Graduate School of Business 2001 — 2003
Master of Business Administration (MBA)
Stanford University
Master of Science (M.S.), Industrial Engineering
Stanford University 1992 — 1996
Bachelor of Science (BS), Industrial Engineering
Greg Penny's Perry Capital Experience 2003 - 2008
Job Portfolio Manager at CR Intrinsic Investors
Industry Investment Management
Experience
CR Intrinsic Investors October 2012 - Present
Sonterra Capital February 2011 - September 2012
Cadian Capital 2008 - 2011
Perry Capital 2003 - 2008
Goldman Sachs 1998 - 2003
Education
Stanford University 1994 — 1998
BA, Economics
CR Intrinsic Investors October 2012 - Present
Sonterra Capital February 2011 - September 2012
Cadian Capital 2008 - 2011
Perry Capital 2003 - 2008
Goldman Sachs 1998 - 2003
Education
Stanford University 1994 — 1998
BA, Economics
David Swidler's Perry Capital Experience June 2005 - April 2014
Job General Manager at Long Island Carpet Cleaners
Industry Consumer Services
Experience
Long Island Carpet Cleaners April 2014 - Present
Perry Capital June 2005 - April 2014
Skills
Equities, Fixed Income, Finance, Portfolio Management, Hedge Funds, Valuation, Derivatives, Alternative Investments, Financial Modeling, Trading, Bloomberg, Investments
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Finance, Accounting, Management
University of Rochester 2001 — 2005
BA, Economics, Political Science
Long Island Carpet Cleaners April 2014 - Present
Perry Capital June 2005 - April 2014
Skills
Equities, Fixed Income, Finance, Portfolio Management, Hedge Funds, Valuation, Derivatives, Alternative Investments, Financial Modeling, Trading, Bloomberg, Investments
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Finance, Accounting, Management
University of Rochester 2001 — 2005
BA, Economics, Political Science
Ryan Pripstein's Perry Capital Experience October 2007 - June 2010
Job Principal at Reservoir Capital Group
Industry Investment Management
Experience
Reservoir Capital Group August 2012 - Present
West 4th Capital Ltda July 2010 - September 2010
Perry Capital October 2007 - June 2010
Merrill Lynch & Co 2006 - 2007
Education
Stanford University Graduate School of Business 2010 — 2012
University of Virginia 2002 — 2006
Reservoir Capital Group August 2012 - Present
West 4th Capital Ltda July 2010 - September 2010
Perry Capital October 2007 - June 2010
Merrill Lynch & Co 2006 - 2007
Education
Stanford University Graduate School of Business 2010 — 2012
University of Virginia 2002 — 2006
Brett Barna's Perry Capital Experience 2007 - 2008
Job Portfolio Manager
Industry Investment Management
Experience
Moore Capital Management 2009 - Present
Perry Capital 2007 - 2008
Lazard 2006 - 2007
Education
University of Michigan 2002 — 2006
BA, BA, BA, Financial Mathematics, Chinese Studies, Economics
Moore Capital Management 2009 - Present
Perry Capital 2007 - 2008
Lazard 2006 - 2007
Education
University of Michigan 2002 — 2006
BA, BA, BA, Financial Mathematics, Chinese Studies, Economics
Lance Rosen's Perry Capital Experience April 1998 - April 2008
Job President and CIO at Kinrose Capital Management
Industry Investment Management
Experience
Kinrose Capital Management 2013 - Present
Perry Capital April 1998 - April 2008
Smith Barney 1995 - 1998
Education
Columbia University 1992 — 1995
Cornell University 1987 — 1991
B.A., Government
Kinrose Capital Management 2013 - Present
Perry Capital April 1998 - April 2008
Smith Barney 1995 - 1998
Education
Columbia University 1992 — 1995
Cornell University 1987 — 1991
B.A., Government
Sam Lundin's Perry Capital Experience 2008 - 2011
Job Founder & CEO at Vimbly
Industry Investment Management
Experience
Vimbly 2011 - Present
Perry Capital 2008 - 2011
Lazard Freres & Co. 2007 - 2008
Credit Suisse 2006 - 2006
Skills
Hedge Funds, Alternative Investments, Financial Modeling, Bloomberg, Valuation, Equities, Investment Banking, Capital Markets, Fixed Income, Equity Research, Asset Managment, Investments, Derivatives, Corporate Finance, Portfolio Management
Education
Cornell University
BS, Applied Economics & Management
Vimbly 2011 - Present
Perry Capital 2008 - 2011
Lazard Freres & Co. 2007 - 2008
Credit Suisse 2006 - 2006
Skills
Hedge Funds, Alternative Investments, Financial Modeling, Bloomberg, Valuation, Equities, Investment Banking, Capital Markets, Fixed Income, Equity Research, Asset Managment, Investments, Derivatives, Corporate Finance, Portfolio Management
Education
Cornell University
BS, Applied Economics & Management
Karina McNish's Perry Capital Experience October 2012 - Present
Job Operations Manager at Perry Capital
Industry Financial Services
Experience
Perry Capital October 2012 - Present
Perry Capital May 2007 - October 2012
Citi July 2005 - May 2007
Citi September 2004 - July 2005
Skills
Hedge Funds, Fixed Income, Equities, Bloomberg, Derivatives, Credit Derivatives, Valuation, FX Options, Middle Office, Swaps, CDS, Dodd-Frank
Education
University of Pennsylvania 2000 — 2004
Bachelors, Engineering - Applied Science
Bronx High School of Science 1996 — 2000
Perry Capital October 2012 - Present
Perry Capital May 2007 - October 2012
Citi July 2005 - May 2007
Citi September 2004 - July 2005
Skills
Hedge Funds, Fixed Income, Equities, Bloomberg, Derivatives, Credit Derivatives, Valuation, FX Options, Middle Office, Swaps, CDS, Dodd-Frank
Education
University of Pennsylvania 2000 — 2004
Bachelors, Engineering - Applied Science
Bronx High School of Science 1996 — 2000
Dean M Scheinert, CFA's Perry Capital Experience 1997 - 2001
Job Senior Vice President at The Private Client Reserve of U.S. Bank
Industry Banking
Experience
The Private Client Reserve of U.S. Bank 2014 - Present
J.P. Morgan- The Private Bank 2012 - 2014
Wood Creek Capital Management, LLC 2006 - 2012
Auda Alternative Investments 2002 - 2006
Perry Capital 1997 - 2001
Cowen & Company 1995 - 1997
Travelers Inc. (Parent) and Smith Barney (Subsidiary) 1988 - 1995
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
Tufts University 1977 — 1981
Bachelor of Arts (B.A.), Economics, Summa Cum Laude
The Private Client Reserve of U.S. Bank 2014 - Present
J.P. Morgan- The Private Bank 2012 - 2014
Wood Creek Capital Management, LLC 2006 - 2012
Auda Alternative Investments 2002 - 2006
Perry Capital 1997 - 2001
Cowen & Company 1995 - 1997
Travelers Inc. (Parent) and Smith Barney (Subsidiary) 1988 - 1995
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
Tufts University 1977 — 1981
Bachelor of Arts (B.A.), Economics, Summa Cum Laude
Andrew Chang's Perry Capital Experience October 2005 - July 2008
Job Managing Director at New Mountain Capital
Industry Investment Management
Experience
New Mountain Capital September 2008 - Present
Perry Capital October 2005 - July 2008
Goldman Sachs July 2004 - September 2005
Lazard Freres July 2003 - July 2004
Skills
Investment Banking, Investments, Portfolio Management, Telecommunications, Hedge Funds, Private Equity, Management, Valuation, Alternative Investments, Financial Modeling, Equities, Corporate Finance, Financial Analysis, Capital Markets, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2003
Business Administration
New Mountain Capital September 2008 - Present
Perry Capital October 2005 - July 2008
Goldman Sachs July 2004 - September 2005
Lazard Freres July 2003 - July 2004
Skills
Investment Banking, Investments, Portfolio Management, Telecommunications, Hedge Funds, Private Equity, Management, Valuation, Alternative Investments, Financial Modeling, Equities, Corporate Finance, Financial Analysis, Capital Markets, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2003
Business Administration
Nansi Xu's Perry Capital Experience February 2008 - Present
Job Research Associate at Perry Capital
Industry Financial Services
Experience
Perry Capital February 2008 - Present
Morgan Stanley June 2006 - May 2007
Merrill Lynch January 2005 - April 2005
Skills
Hedge Funds, CFA Level 1, CFA Level 2, Financial Modeling, Valuation, Equities, Bloomberg, Capital IQ, ThomsonOne, Spanish, Chinese, Mandarin, Fixed Income, Alternative Investments, Equity Research
Education
New York University 2003 — 2007
B.A., Economics
Forest Hills High School 2000 — 2003
Carmela Carvajal de Prat 1997 — 2000
Perry Capital February 2008 - Present
Morgan Stanley June 2006 - May 2007
Merrill Lynch January 2005 - April 2005
Skills
Hedge Funds, CFA Level 1, CFA Level 2, Financial Modeling, Valuation, Equities, Bloomberg, Capital IQ, ThomsonOne, Spanish, Chinese, Mandarin, Fixed Income, Alternative Investments, Equity Research
Education
New York University 2003 — 2007
B.A., Economics
Forest Hills High School 2000 — 2003
Carmela Carvajal de Prat 1997 — 2000
Michael Rothenberg's Perry Capital Experience 1998 - 2001
Job Portfolio Manager at Moab Partners
Industry Financial Services
Experience
Moab Partners January 2006 - Present
Xerion Capital Partners February 2003 - December 2005
Perry Capital 1998 - 2001
Peter J. Solomon Company 1995 - 1998
Skills
Hedge Funds, Equities, Private Equity, Valuation, Capital Markets, Financial Modeling, Fixed Income, Asset Management, Investment Banking, Alternative Investments
Education
University of Pennsylvania 1991 — 1995
Finance
Moab Partners January 2006 - Present
Xerion Capital Partners February 2003 - December 2005
Perry Capital 1998 - 2001
Peter J. Solomon Company 1995 - 1998
Skills
Hedge Funds, Equities, Private Equity, Valuation, Capital Markets, Financial Modeling, Fixed Income, Asset Management, Investment Banking, Alternative Investments
Education
University of Pennsylvania 1991 — 1995
Finance
William Vernon's Perry Capital Experience 1995 - 2005
Job Partner at Marlowe Partners LP
Industry Investment Management
Experience
Marlowe Partners LP July 2013 - Present
HomeField Capital 2005 - July 2013
Perry Capital 1995 - 2005
Kellner Capital 1993 - 1994
PricewaterhouseCoopers 1979 - 1993
Education
New York University, Stern School of Business 1979 — 1980
Master of Science (MS)
Colgate University 1975 — 1979
Bachelor of Arts (B.A.)
Marlowe Partners LP July 2013 - Present
HomeField Capital 2005 - July 2013
Perry Capital 1995 - 2005
Kellner Capital 1993 - 1994
PricewaterhouseCoopers 1979 - 1993
Education
New York University, Stern School of Business 1979 — 1980
Master of Science (MS)
Colgate University 1975 — 1979
Bachelor of Arts (B.A.)
Jared Annapolen's Perry Capital Experience January 2014 - Present
Job Financial Operations Associate at Perry Capital
Industry Financial Services
Experience
Perry Capital January 2014 - Present
Perry Capital June 2007 - December 2013
Bank of NY June 2006 - August 2006
Oppenheimer & Co. June 2005 - August 2005
Skills
Trading, Equities, Swaps, Credit Derivatives, Options, Bloomberg, Analysis, Hedge Funds, Fixed Income, Valuation, Securities, Financial Modeling, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Finance, Entrepreneurship & Innovation, Leadership & Change Management
University of Michigan 2003 — 2007
BA, Sociology and Economics
Bellmore JFK High School 1999 — 2003
Perry Capital January 2014 - Present
Perry Capital June 2007 - December 2013
Bank of NY June 2006 - August 2006
Oppenheimer & Co. June 2005 - August 2005
Skills
Trading, Equities, Swaps, Credit Derivatives, Options, Bloomberg, Analysis, Hedge Funds, Fixed Income, Valuation, Securities, Financial Modeling, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Finance, Entrepreneurship & Innovation, Leadership & Change Management
University of Michigan 2003 — 2007
BA, Sociology and Economics
Bellmore JFK High School 1999 — 2003
Katherine Onishi's Perry Capital Experience March 2013 - Present
Job Research Analyst, Perry Capital
Industry Financial Services
Experience
Perry Capital March 2013 - Present
Northwoods Capital Management May 2011 - March 2013
Goldman Sachs July 2005 - May 2011
Education
University of Pennsylvania
Perry Capital March 2013 - Present
Northwoods Capital Management May 2011 - March 2013
Goldman Sachs July 2005 - May 2011
Education
University of Pennsylvania
Rick Ammar's Perry Capital Experience 2010 - 2012
Job Vice President Special Situations Investments
Industry Investment Management
Experience
Family Office Investing 2012 - 2014
Perry Capital 2010 - 2012
Goldman Sachs 2008 - 2010
Morgan Stanley 2007 - 2007
Morgan Stanley 2006 - 2006
UBS 2005 - 2005
Education
University of Pennsylvania - The Wharton School
Bachelor's Degree, Finance
Whitney Young High School
Family Office Investing 2012 - 2014
Perry Capital 2010 - 2012
Goldman Sachs 2008 - 2010
Morgan Stanley 2007 - 2007
Morgan Stanley 2006 - 2006
UBS 2005 - 2005
Education
University of Pennsylvania - The Wharton School
Bachelor's Degree, Finance
Whitney Young High School
Seth Anspach's Perry Capital Experience February 2013 - November 2013
Job Associate Director at MCFive Mile
Industry Real Estate
Experience
MC-Five Mile November 2013 - Present
Perry Capital February 2013 - November 2013
Evercore Partners June 2012 - August 2012
Moody's Investors Service July 2007 - June 2011
Moody's July 2007 - July 2010
Skills
CMBS, Securitization, Equities, MBS, Equity Research, Valuation, Commercial Real Estate, Financial Modeling, Capital Markets, Private Equity, Structured Finance, Bloomberg, Fixed Income, Real Estate Economics, Asset Management, Hedge Funds, Investments
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
University of Pennsylvania 2003 — 2007
BA, Economcis
MC-Five Mile November 2013 - Present
Perry Capital February 2013 - November 2013
Evercore Partners June 2012 - August 2012
Moody's Investors Service July 2007 - June 2011
Moody's July 2007 - July 2010
Skills
CMBS, Securitization, Equities, MBS, Equity Research, Valuation, Commercial Real Estate, Financial Modeling, Capital Markets, Private Equity, Structured Finance, Bloomberg, Fixed Income, Real Estate Economics, Asset Management, Hedge Funds, Investments
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
University of Pennsylvania 2003 — 2007
BA, Economcis
Steven Sieni's Perry Capital Experience May 2011 - Present
Job at Perry Capital
Industry Investment Banking
Experience
Perry Capital May 2011 - Present
JP Morgan June 2008 - May 2011
Merrill Lynch May 2007 - May 2008
Skills
Hedge Funds, Bloomberg, Fixed Income, Equities, Derivatives, Alternative Investments, Risk Management, Prime Brokerage, Options, Investment Banking, Capital Markets, Communication Skills, Securities
Education
Indiana University - Kelley School of Business 2004 — 2008
BS, Finance
Perry Capital May 2011 - Present
JP Morgan June 2008 - May 2011
Merrill Lynch May 2007 - May 2008
Skills
Hedge Funds, Bloomberg, Fixed Income, Equities, Derivatives, Alternative Investments, Risk Management, Prime Brokerage, Options, Investment Banking, Capital Markets, Communication Skills, Securities
Education
Indiana University - Kelley School of Business 2004 — 2008
BS, Finance
Gleb S's Perry Capital Experience May 2011 - August 2011
Job Assistant Vice President Market Risk at Mizuho Capital Markets Corp.
Industry Banking
Experience
Mizuho Capital Markets Corp. April 2014 - Present
GFI Group November 2011 - April 2014
Perry Capital May 2011 - August 2011
GEM Capital Management, LLC May 2010 - March 2011
Harris Corporation August 2006 - September 2009
Hold Brothers October 2005 - August 2006
Brooklyn College Library Systems July 2004 - October 2005
Education
City University of New York-Brooklyn College 2010 — 2011
BS, Mathematics
City University of New York-Brooklyn College 2000 — 2003
B.S, Computer Science
New York University
M.S., Financial Engineering
Mizuho Capital Markets Corp. April 2014 - Present
GFI Group November 2011 - April 2014
Perry Capital May 2011 - August 2011
GEM Capital Management, LLC May 2010 - March 2011
Harris Corporation August 2006 - September 2009
Hold Brothers October 2005 - August 2006
Brooklyn College Library Systems July 2004 - October 2005
Education
City University of New York-Brooklyn College 2010 — 2011
BS, Mathematics
City University of New York-Brooklyn College 2000 — 2003
B.S, Computer Science
New York University
M.S., Financial Engineering
Stephanie Stoffel's Perry Capital Experience February 2008 - June 2008
Job Senior Financial Analyst at Victoria's Secret
Industry Apparel & Fashion
Experience
Victoria's Secret June 2015 - Present
Matilda Jane Clothing February 2014 - June 2015
Vera Bradley October 2011 - February 2014
Vera Bradley August 2010 - October 2011
Vera Bradley August 2008 - August 2010
Perry Capital February 2008 - June 2008
Education
Indiana University - Kelley School of Business 2010 — 2012
Master of Business Administration (M.B.A.)
Fashion Institute of Design & Merchandising 2006 — 2007
Associate's degree, Beauty Merchandising & Marketing
Huntington College 2002 — 2006
Bachelor's degree, Mathematics
Victoria's Secret June 2015 - Present
Matilda Jane Clothing February 2014 - June 2015
Vera Bradley October 2011 - February 2014
Vera Bradley August 2010 - October 2011
Vera Bradley August 2008 - August 2010
Perry Capital February 2008 - June 2008
Education
Indiana University - Kelley School of Business 2010 — 2012
Master of Business Administration (M.B.A.)
Fashion Institute of Design & Merchandising 2006 — 2007
Associate's degree, Beauty Merchandising & Marketing
Huntington College 2002 — 2006
Bachelor's degree, Mathematics
Rachel Meakins's Perry Capital Experience May 2014 - November 2014
Job Assistant Account Executive at Evolve MKD
Industry Public Relations and Communications
Experience
Evolve MKD November 2014 - Present
Perry Capital May 2014 - November 2014
APM Model Management June 2005 - August 2014
Sarah Pacini 2013 - 2014
Rose Bar July 2006 - 2014
Restaurant May 2010 - October 2010
Skills
Social Media, Fashion, Acting, Fashion Shows, Health, Microsoft Word, Event Management, Management, Marketing, Event Planning, Time Management, Sales
Education
City University of New York-Baruch College
Biology/Biological Sciences, Anthropology
Evolve MKD November 2014 - Present
Perry Capital May 2014 - November 2014
APM Model Management June 2005 - August 2014
Sarah Pacini 2013 - 2014
Rose Bar July 2006 - 2014
Restaurant May 2010 - October 2010
Skills
Social Media, Fashion, Acting, Fashion Shows, Health, Microsoft Word, Event Management, Management, Marketing, Event Planning, Time Management, Sales
Education
City University of New York-Baruch College
Biology/Biological Sciences, Anthropology
Denise Algarin's Perry Capital Experience January 2006 - Present
Job Human Resources at Perry Capital
Industry Investment Management
Experience
Perry Capital January 2006 - Present
Perry Capital March 2000 - December 2005
Shorewood Packaging 1998 - 2000
Skills
Hedge Funds, Asset Management, Equities, Financial Modeling, Alternative Investments, Valuation, Management, Private Equity, Bloomberg, Investments
Education
New York University
Bachelor’s Degree, Organizational Behavior Studies
Perry Capital January 2006 - Present
Perry Capital March 2000 - December 2005
Shorewood Packaging 1998 - 2000
Skills
Hedge Funds, Asset Management, Equities, Financial Modeling, Alternative Investments, Valuation, Management, Private Equity, Bloomberg, Investments
Education
New York University
Bachelor’s Degree, Organizational Behavior Studies
Lauren (Steinberg) Weintraub's Perry Capital Experience June 2002 - May 2005
Job Trader at Macquarie Bank
Industry Investment Banking
Experience
Macquarie Bank August 2007 - Present
Thales Fund Management LLC August 2006 - August 2007
Kaia Investment Management January 2006 - August 2006
Perry Capital June 2002 - May 2005
Skills
Equities, Bloomberg, Hedge Funds, Trading, Investments, Equity Trading, Investment Strategies, Trading Systems, Finance, Equity Derivatives, Financial Markets, Investment Banking, Middle Office, Securities, Financial Risk
Education
Georgetown University 1998 — 2002
BS, Business Administration
The Chinese University of Hong Kong 2000 — 2001
Study Abroad
Macquarie Bank August 2007 - Present
Thales Fund Management LLC August 2006 - August 2007
Kaia Investment Management January 2006 - August 2006
Perry Capital June 2002 - May 2005
Skills
Equities, Bloomberg, Hedge Funds, Trading, Investments, Equity Trading, Investment Strategies, Trading Systems, Finance, Equity Derivatives, Financial Markets, Investment Banking, Middle Office, Securities, Financial Risk
Education
Georgetown University 1998 — 2002
BS, Business Administration
The Chinese University of Hong Kong 2000 — 2001
Study Abroad
Benjamin Whitfield's Perry Capital Experience December 2002 - November 2008
Job Investment Management Professional
Industry Investment Management
Experience
Cleopatra Resources 2011 - 2015
Perry Capital December 2002 - November 2008
The Blackstone Group July 1998 - November 2002
Education
University of Pennsylvania 1994 — 1998
BA, Economics
University of Pennsylvania - The Wharton School 1994 — 1998
BSE, Finance
Cleopatra Resources 2011 - 2015
Perry Capital December 2002 - November 2008
The Blackstone Group July 1998 - November 2002
Education
University of Pennsylvania 1994 — 1998
BA, Economics
University of Pennsylvania - The Wharton School 1994 — 1998
BSE, Finance
Cecilia Williams's Perry Capital Experience May 2003 - January 2006
Job Sales Assistant at Nomura Securities
Industry Financial Services
Experience
NOMURA SECURITIES INTERNATIONAL November 2008 - Present
LEHMAN BROTHERS/BARCLAYS CAPITAL March 2006 - October 2008
Perry Capital May 2003 - January 2006
CITIGROUP/SALOMON SMITH BARNEY April 1997 - May 2003
Loral Space & Communications May 1992 - April 1997
Education
City University of New York, Bernard Baruch 2004 — 2008
BA, Finance 2008
State University of New York at Delhi 1987 — 1990
AAS, Technology
Dance BDC
NOMURA SECURITIES INTERNATIONAL November 2008 - Present
LEHMAN BROTHERS/BARCLAYS CAPITAL March 2006 - October 2008
Perry Capital May 2003 - January 2006
CITIGROUP/SALOMON SMITH BARNEY April 1997 - May 2003
Loral Space & Communications May 1992 - April 1997
Education
City University of New York, Bernard Baruch 2004 — 2008
BA, Finance 2008
State University of New York at Delhi 1987 — 1990
AAS, Technology
Dance BDC
Yelena Movshovich's Perry Capital Experience February 2008 - June 2010
Job Analyst at Family Office
Industry Financial Services
Experience
Family Office February 2013 - Present
Thomson Reuters July 2010 - February 2013
Perry Capital February 2008 - June 2010
Bear Stearns May 2006 - January 2008
Education
University of Pennsylvania - The Wharton School 2002 — 2006
Finance and Marketing
Family Office February 2013 - Present
Thomson Reuters July 2010 - February 2013
Perry Capital February 2008 - June 2010
Bear Stearns May 2006 - January 2008
Education
University of Pennsylvania - The Wharton School 2002 — 2006
Finance and Marketing
Joanna Charak's Perry Capital Experience May 2001 - Present
Job Managing Director and Controller at Perry Capital
Industry Investment Management
Experience
Perry Capital May 2001 - Present
Price Waterhouse Coopers 1999 - 2001
Education
Binghamton University - School of Management
Perry Capital May 2001 - Present
Price Waterhouse Coopers 1999 - 2001
Education
Binghamton University - School of Management
Ruppert Hickman's Perry Capital Experience March 2003 - March 2005
Job CTO and Managing Director High Frequency & Algorithmic Trading
Industry Information Technology and Services
Experience
KH LLC November 2008 - Present
Shenkman Capital Management November 2007 - November 2008
KH LLC March 2005 - November 2007
Perry Capital March 2003 - March 2005
Skills
Risk Management, Business Process..., Strategic Planning, Options, Complex Event Processing, Machine Learning, Expert Systems, Genetic Algorithms, Quantitative Finance, GARCH, High Frequency Trading, Ultra High Frequency..., Statistical Arbitrage, Event Arbitrage, Artificial Intelligence, C++, Java, FX, Trading Systems, Derivatives, SQL, Matlab, XMLBeans, UML Tools, Hibernate, Linux Kernel, AndroMDA, Spring, Esper, PHP
Education
University of South Carolina-Columbia
Bachelor of Science, Computer and Electrical Engineering
KH LLC November 2008 - Present
Shenkman Capital Management November 2007 - November 2008
KH LLC March 2005 - November 2007
Perry Capital March 2003 - March 2005
Skills
Risk Management, Business Process..., Strategic Planning, Options, Complex Event Processing, Machine Learning, Expert Systems, Genetic Algorithms, Quantitative Finance, GARCH, High Frequency Trading, Ultra High Frequency..., Statistical Arbitrage, Event Arbitrage, Artificial Intelligence, C++, Java, FX, Trading Systems, Derivatives, SQL, Matlab, XMLBeans, UML Tools, Hibernate, Linux Kernel, AndroMDA, Spring, Esper, PHP
Education
University of South Carolina-Columbia
Bachelor of Science, Computer and Electrical Engineering
Charles Buaron's Perry Capital Experience June 2014 - April 2015
Job Vice President at TPG Growth
Industry Venture Capital & Private Equity
Experience
Perry Capital June 2014 - April 2015
Cerberus Capital Management August 2010 - January 2013
Goldman Sachs July 2008 - July 2010
Education
Columbia University - Columbia Business School 2013 — 2014
Master of Business Administration (MBA), Value Investing
Brown University 2005 — 2008
Bachelor of Arts (BA)
Perry Capital June 2014 - April 2015
Cerberus Capital Management August 2010 - January 2013
Goldman Sachs July 2008 - July 2010
Education
Columbia University - Columbia Business School 2013 — 2014
Master of Business Administration (MBA), Value Investing
Brown University 2005 — 2008
Bachelor of Arts (BA)
Nabeel Saleh's Perry Capital Experience June 2011 - August 2011
Job Analyst at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley April 2014 - Present
SAC Capital October 2013 - April 2014
Avant Capital Partners June 2013 - August 2013
Energy Solutions Forum February 2012 - May 2013
Marvel Entertainment June 2012 - August 2012
Perry Capital June 2011 - August 2011
Skills
Strategic Planning, Microsoft Office, Market Research, Comparable Analysis, Competitive Analysis, Licensing, Royalties, Conflict Resolution, Superior organizational..., Assistant Teaching, Business Development, Oracle, Leadership, Engaging Public Speaker, SQL, Valuation, Finance
Education
State University of New York at Binghamton 2009 — 2013
Bachelor of Arts, Economics
Edward R. Murrow Highschool 2005 — 2009
Advanced Regents Diploma, Business Management
Morgan Stanley April 2014 - Present
SAC Capital October 2013 - April 2014
Avant Capital Partners June 2013 - August 2013
Energy Solutions Forum February 2012 - May 2013
Marvel Entertainment June 2012 - August 2012
Perry Capital June 2011 - August 2011
Skills
Strategic Planning, Microsoft Office, Market Research, Comparable Analysis, Competitive Analysis, Licensing, Royalties, Conflict Resolution, Superior organizational..., Assistant Teaching, Business Development, Oracle, Leadership, Engaging Public Speaker, SQL, Valuation, Finance
Education
State University of New York at Binghamton 2009 — 2013
Bachelor of Arts, Economics
Edward R. Murrow Highschool 2005 — 2009
Advanced Regents Diploma, Business Management
Brian Shanly's Perry Capital Experience August 2005 - Present
Job Managing Director/Mgt. Co.Controller at Perry Capital
Industry Investment Management
Experience
Perry Capital August 2005 - Present
Price Waterhouse Coopers 2001 - 2005
Skills
Hedge Funds, Alternative Investments, Private Equity, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA, Economics/Finance
Le Moyne College 1996 — 2000
BS, Accounting
Perry Capital August 2005 - Present
Price Waterhouse Coopers 2001 - 2005
Skills
Hedge Funds, Alternative Investments, Private Equity, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA, Economics/Finance
Le Moyne College 1996 — 2000
BS, Accounting
Shray Kapoor's Perry Capital Experience June 2013 - August 2013
Job Analyst at Silver Point Capital
Industry Investment Management
Experience
Silver Point Capital August 2015 - Present
Silver Point Capital June 2014 - August 2014
Perry Capital June 2013 - August 2013
Genscape, Inc. May 2012 - August 2012
Skills
Statistics, Programming, Data Analysis, Finance
Education
Wharton School, University of Pennsylvania 2011 — 2015
Bachelor of Science (BS), Economics
University of Pennsylvania - School of Engineering and Applied Science 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Computer and Information Science
duPont Manual High School 2007 — 2011
Math, Science and Technology
Silver Point Capital August 2015 - Present
Silver Point Capital June 2014 - August 2014
Perry Capital June 2013 - August 2013
Genscape, Inc. May 2012 - August 2012
Skills
Statistics, Programming, Data Analysis, Finance
Education
Wharton School, University of Pennsylvania 2011 — 2015
Bachelor of Science (BS), Economics
University of Pennsylvania - School of Engineering and Applied Science 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Computer and Information Science
duPont Manual High School 2007 — 2011
Math, Science and Technology
Mariam Traore's Perry Capital Experience June 2014 - June 2014
Job Studying Finance and Marketing
Industry Financial Services
Experience
NYC Office of the Comptroller June 2015 - August 2015
Perry Capital June 2014 - June 2014
Weil Gotshal and Manges July 2013 - August 2013
Deloitte July 2012 - August 2012
Good Shepherd Services September 2009 - June 2010
Skills
Organization &..., General Office Skills, Computer/Technical..., Communication Skills, Great Leader, Analyzation, Research, Adaptability, Blogging, Editing, Microsoft Excel, Microsoft Office, Social Media, Microsoft Word, Customer Service, Event Planning, Marketing, Communication, Fundraising, PowerPoint, Time Management, Teamwork, Public Speaking
Education
Binghamton University 2014 — 2018
Bachelor of Science (B.S.), Finance, General, 3.6
Aquinas High School 2010 — 2014
Advanced Regents Diploma with Honors, General Studies, 3.7
NYC Office of the Comptroller June 2015 - August 2015
Perry Capital June 2014 - June 2014
Weil Gotshal and Manges July 2013 - August 2013
Deloitte July 2012 - August 2012
Good Shepherd Services September 2009 - June 2010
Skills
Organization &..., General Office Skills, Computer/Technical..., Communication Skills, Great Leader, Analyzation, Research, Adaptability, Blogging, Editing, Microsoft Excel, Microsoft Office, Social Media, Microsoft Word, Customer Service, Event Planning, Marketing, Communication, Fundraising, PowerPoint, Time Management, Teamwork, Public Speaking
Education
Binghamton University 2014 — 2018
Bachelor of Science (B.S.), Finance, General, 3.6
Aquinas High School 2010 — 2014
Advanced Regents Diploma with Honors, General Studies, 3.7
Gabriel Traupman's Perry Capital Experience March 2007 - October 2008
Job Analyst at Silver Point Capital
Industry Investment Management
Experience
Silver Point Capital September 2009 - Present
Perry Capital March 2007 - October 2008
Kimco Realty Corporation October 2004 - March 2007
Skills
Financial Modeling, Valuation, Asset Management, Capital Markets, Hedge Funds, Due Diligence, Equities, Private Equity, Financial Analysis
Education
Columbia University in the City of New York 2004 — 2005
Master of Science (MS), Real Estate
Columbia University in the City of New York 1999 — 2003
Bachelor's degree, Architecture
Silver Point Capital September 2009 - Present
Perry Capital March 2007 - October 2008
Kimco Realty Corporation October 2004 - March 2007
Skills
Financial Modeling, Valuation, Asset Management, Capital Markets, Hedge Funds, Due Diligence, Equities, Private Equity, Financial Analysis
Education
Columbia University in the City of New York 2004 — 2005
Master of Science (MS), Real Estate
Columbia University in the City of New York 1999 — 2003
Bachelor's degree, Architecture
Brooke Newsome's Perry Capital Experience March 2000 - January 2003
Job
Industry Financial Services
Experience
Fir Tree Partners June 2004 - Present
Perry Capital March 2000 - January 2003
American Diabetes Association March 1998 - December 1999
Skills
Hedge Funds, Project Management, Contract Negotiation, Department Budgeting, Corporate Branding, Trading Systems, Customer Service, Asset Management, Electronic Trading, Bloomberg, Ground-up Construction, Event Management, Tenant Build Outs, Field Coordination, Architectural Drawings, Fixed Income, Trading, Derivatives, Equities, Leadership, Multi-million Dollar..., Strategic Planning
Education
Hendrix College 1993 — 1997
Bachelor of Arts (B.A.), Sociology and Politics
MHHS
Fir Tree Partners June 2004 - Present
Perry Capital March 2000 - January 2003
American Diabetes Association March 1998 - December 1999
Skills
Hedge Funds, Project Management, Contract Negotiation, Department Budgeting, Corporate Branding, Trading Systems, Customer Service, Asset Management, Electronic Trading, Bloomberg, Ground-up Construction, Event Management, Tenant Build Outs, Field Coordination, Architectural Drawings, Fixed Income, Trading, Derivatives, Equities, Leadership, Multi-million Dollar..., Strategic Planning
Education
Hendrix College 1993 — 1997
Bachelor of Arts (B.A.), Sociology and Politics
MHHS
Lance Kravitz's Perry Capital Experience September 1994 - December 2012
Job Chief Operating Officer Lombard Odier Asset Management Hedge Fund Division
Industry Investment Management
Experience
Lombard Odier January 2013 - Present
Perry Capital September 1994 - December 2012
The Dreyfus Corporation February 1989 - September 1994
Skills
Accounting, Hedge Funds, Managerial Finance, Financial Accounting, Trade Operations, Compliance, Investments, Private Equity, Equities, Valuation, Fixed Income, Alternative Investments, Mutual Funds, Bloomberg, Portfolio Management, Asset Management, Derivatives, Capital Markets
Education
NYU Stern School of Business 1996 — 2000
Master of Business Administration (MBA), Accounting and Finance
SUNY Albany 1984 — 1988
Bachelor of Science (BS), Finance, General
Lombard Odier January 2013 - Present
Perry Capital September 1994 - December 2012
The Dreyfus Corporation February 1989 - September 1994
Skills
Accounting, Hedge Funds, Managerial Finance, Financial Accounting, Trade Operations, Compliance, Investments, Private Equity, Equities, Valuation, Fixed Income, Alternative Investments, Mutual Funds, Bloomberg, Portfolio Management, Asset Management, Derivatives, Capital Markets
Education
NYU Stern School of Business 1996 — 2000
Master of Business Administration (MBA), Accounting and Finance
SUNY Albany 1984 — 1988
Bachelor of Science (BS), Finance, General
Gabrielle Fialkoff's Perry Capital Experience January 2001 - April 2002
Job President, COO at Haskell Jewels & Timepieces, LLC
Industry Wholesale
Experience
Haskell Jewels April 2002 - Present
Perry Capital January 2001 - April 2002
Hillary Clinton for Senate 2000 June 1999 - January 2001
Education
Colgate University
Bachelor's degree, History
Haskell Jewels April 2002 - Present
Perry Capital January 2001 - April 2002
Hillary Clinton for Senate 2000 June 1999 - January 2001
Education
Colgate University
Bachelor's degree, History
Frank Federici's Perry Capital Experience June 2005 - February 2006
Job Koyote Capital
Industry Investment Management
Experience
Koyote Capital (Schottenfeld Group) July 2015 - Present
Société Générale August 2014 - July 2015
SAC Capital December 2008 - December 2013
SAC Capital January 2007 - November 2008
Perry Capital June 2005 - February 2006
General Electric Asset Management December 2001 - June 2005
Skills
Back Office, Bloomberg, Entrepreneurship, Equities, Equity Trading, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Emerging Markets, Alternative Investments, Trading, Investment Management, Equity Research, Options
Education
Fairfield University 1998 — 2005
Master of Business Administration (MBA), Finance, General
Union College 1994 — 1998
Bachelor of Science (BS), Pre-Medicine/Pre-Medical Studies & Art History
Koyote Capital (Schottenfeld Group) July 2015 - Present
Société Générale August 2014 - July 2015
SAC Capital December 2008 - December 2013
SAC Capital January 2007 - November 2008
Perry Capital June 2005 - February 2006
General Electric Asset Management December 2001 - June 2005
Skills
Back Office, Bloomberg, Entrepreneurship, Equities, Equity Trading, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Emerging Markets, Alternative Investments, Trading, Investment Management, Equity Research, Options
Education
Fairfield University 1998 — 2005
Master of Business Administration (MBA), Finance, General
Union College 1994 — 1998
Bachelor of Science (BS), Pre-Medicine/Pre-Medical Studies & Art History
Jay Yang's Perry Capital Experience 2005 - 2009
Job Portfolio Manager at Annalex Capital
Industry Investment Management
Experience
Annalex Capital 2012 - Present
Millennium Partners 2009 - 2012
Universal American Corp. 2008 - 2009
Perry Capital 2005 - 2009
Endurance Specialty Holdings 2005 - 2009
Searchlight Capital 2002 - 2005
Omega Advisors 1998 - 2001
Tiger Management 1995 - 1996
Goldman Sachs 1994 - 1995
Skills
Investments, Equities, Hedge Funds, Asset Management, Portfolio Management, Alternative Investments
Education
Stanford University Graduate School of Business 1996 — 1998
Master of Business Administration (MBA)
Harvard University 1990 — 1994
Bachelor of Arts (BA)
Annalex Capital 2012 - Present
Millennium Partners 2009 - 2012
Universal American Corp. 2008 - 2009
Perry Capital 2005 - 2009
Endurance Specialty Holdings 2005 - 2009
Searchlight Capital 2002 - 2005
Omega Advisors 1998 - 2001
Tiger Management 1995 - 1996
Goldman Sachs 1994 - 1995
Skills
Investments, Equities, Hedge Funds, Asset Management, Portfolio Management, Alternative Investments
Education
Stanford University Graduate School of Business 1996 — 1998
Master of Business Administration (MBA)
Harvard University 1990 — 1994
Bachelor of Arts (BA)
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY