Salomon Brothers
Industry: Investment banking
DescriptionSalomon Brothers was an American investment bank founded in 1910 by Arthur, Herbert and Percy Salomon and a clerk named Ben Levy, remaining a partnership until the early 1980s. It was acquired by the commodity trading firm Phibro Corporation and became Salomon Inc. Founded: 1910 Ceased operations: 2003 Headquarters: New York City, New York, United States Revenue: 4.018 billion USD (June 1997) Number of employees: 7,100 (June 1997) Founders: Percy Salomon, Herbert Salomon, Arthur Salomon
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Salomon Brothers Employees
Employee
Years
Job
Industry
Carl Lindblad Carl Lindblad's Salomon Brothers Experience 1997 - 1998
Job Director at 360 Advanced
Industry Information Technology and Services
Experience
360 Advanced May 2010 - Present
Ernst & Young September 2002 - March 2010
Arthur Andersen LLP September 1999 - May 2002
Societe Generale Alternative Investments January 1996 - September 1999
Salomon Brothers 1997 - 1998
Fenchurch Capital Management 1994 - 1996
Skills
Risk Management, Financial Reporting, Auditing, Accounting, Cross-functional Team..., Financial Accounting, Project Management, Sarbanes-Oxley Act, Business Process, IT Audit, Management, Leadership, Finance, Internal Controls, Derivatives
Education
University of Arizona 1988 — 1992
BS
360 Advanced May 2010 - Present
Ernst & Young September 2002 - March 2010
Arthur Andersen LLP September 1999 - May 2002
Societe Generale Alternative Investments January 1996 - September 1999
Salomon Brothers 1997 - 1998
Fenchurch Capital Management 1994 - 1996
Skills
Risk Management, Financial Reporting, Auditing, Accounting, Cross-functional Team..., Financial Accounting, Project Management, Sarbanes-Oxley Act, Business Process, IT Audit, Management, Leadership, Finance, Internal Controls, Derivatives
Education
University of Arizona 1988 — 1992
BS
David Dusenbury, CFA David Dusenbury, CFA's Salomon Brothers Experience 1991 - 1994
Job Equity Sector Analyst Financial Services
Industry Financial Services
Experience
Dalton, Greiner, Hartman, Maher & Co., LLC 2005 - Present
Dionis Capital 2002 - 2005
Credit Suisse September 1994 - August 2002
Salomon Brothers 1991 - 1994
Mercer Investment Consulting 1988 - 1991
Skills
Equities, Financial Services, Insurance, Banking, Asset Management, Financial Analysis, Financial Modeling, Portfolio Management, Investments, Hedge Funds, Equity Research, Valuation, Trading, Series 7, Capital Markets, Investment Banking, Investment Strategies, Securities, Investment Management, Asset Managment, Mergers & Acquisitions, Derivatives, Asset Allocation, Mutual Funds, Financial Markets, Equity Valuation
Education
NYU Stern School of Business 1990 — 1994
MBA
University of Massachusetts, Amherst 1984 — 1988
Bachelor of Arts (B.A.)
Dalton, Greiner, Hartman, Maher & Co., LLC 2005 - Present
Dionis Capital 2002 - 2005
Credit Suisse September 1994 - August 2002
Salomon Brothers 1991 - 1994
Mercer Investment Consulting 1988 - 1991
Skills
Equities, Financial Services, Insurance, Banking, Asset Management, Financial Analysis, Financial Modeling, Portfolio Management, Investments, Hedge Funds, Equity Research, Valuation, Trading, Series 7, Capital Markets, Investment Banking, Investment Strategies, Securities, Investment Management, Asset Managment, Mergers & Acquisitions, Derivatives, Asset Allocation, Mutual Funds, Financial Markets, Equity Valuation
Education
NYU Stern School of Business 1990 — 1994
MBA
University of Massachusetts, Amherst 1984 — 1988
Bachelor of Arts (B.A.)
Donald McFadyen Donald McFadyen's Salomon Brothers Experience 1978 - 1987
Job Director at Barclays
Industry Financial Services
Experience
Barclays 2008 - Present
Lehman Brothers December 1999 - September 2008
Metropolitan Transportation Authority August 1996 - December 1999
Goldman Sachs 1989 - 1996
Salomon Brothers 1978 - 1987
Skills
Finance, Investments, Bonds, Capital Markets, Financial Structuring, Investment Banking, Fixed Income, Equities, Structured Finance, Financial Modeling, Financial Analysis, Portfolio Management
Education
University of Notre Dame
BA, Economics
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance
Barclays 2008 - Present
Lehman Brothers December 1999 - September 2008
Metropolitan Transportation Authority August 1996 - December 1999
Goldman Sachs 1989 - 1996
Salomon Brothers 1978 - 1987
Skills
Finance, Investments, Bonds, Capital Markets, Financial Structuring, Investment Banking, Fixed Income, Equities, Structured Finance, Financial Modeling, Financial Analysis, Portfolio Management
Education
University of Notre Dame
BA, Economics
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance
Arthur Fliegelman, CFA Arthur Fliegelman, CFA's Salomon Brothers Experience 1984 - 1996
Job Senior Financial Analyst at Office of Financial Research
Industry Investment Management
Experience
Office of Financial Research, U.S. Treasury Department December 2014 - Present
National Association of Insurance Commissioners November 2010 - September 2014
NYSSA (New York Society of Security Analysts) 2012 - 2014
A Fliegelman & Associates 2010 - November 2010
Moody's Investors Service 1996 - 2010
Salomon Brothers 1984 - 1996
CIGNA Corporation 1979 - 1984
Hay Group 1976 - 1979
Skills
Capital Markets, Investments, Credit Assessment, Insurance, Portfolio Management, Credit Analysis, Credit, Equities, Credit Risk, Asset Management, Fixed Income, Rating Agency Relations, Financial Markets, Analysis, Banking, Financial Reporting, Trading, Investment Management, insurance-linked..., catastrophe bonds, Securities, Structured Finance, Bonds
Education
University of Pennsylvania - The Wharton School 1976 — 1978
MBA, Finance & Insurance
University of California, Los Angeles 1972 — 1976
BA, Economics
Office of Financial Research, U.S. Treasury Department December 2014 - Present
National Association of Insurance Commissioners November 2010 - September 2014
NYSSA (New York Society of Security Analysts) 2012 - 2014
A Fliegelman & Associates 2010 - November 2010
Moody's Investors Service 1996 - 2010
Salomon Brothers 1984 - 1996
CIGNA Corporation 1979 - 1984
Hay Group 1976 - 1979
Skills
Capital Markets, Investments, Credit Assessment, Insurance, Portfolio Management, Credit Analysis, Credit, Equities, Credit Risk, Asset Management, Fixed Income, Rating Agency Relations, Financial Markets, Analysis, Banking, Financial Reporting, Trading, Investment Management, insurance-linked..., catastrophe bonds, Securities, Structured Finance, Bonds
Education
University of Pennsylvania - The Wharton School 1976 — 1978
MBA, Finance & Insurance
University of California, Los Angeles 1972 — 1976
BA, Economics
Mindy Schwartz Mindy Schwartz's Salomon Brothers Experience January 1997 - April 1998
Job Strategic, Experienced Coaching for Senior Executives, Emerging Leaders, HighPotential Women
Industry Professional Training & Coaching
Experience
Mindy Schwartz Coaching, LLC June 2012 - Present
Credit Suisse January 2011 - June 2012
Credit Suisse January 2009 - December 2011
Credit Suisse August 2006 - December 2009
Credit Suisse June 1990 - August 2006
Salomon Brothers January 1997 - April 1998
Skills
Leadership Development, Executive Coaching, Talent Management, MBTI, Management, Human Resources, Performance Management, Executive Development, 360 Feedback, Coaching, Recruiting, HR Consulting, Strategic HR, Employee Relations, Talent Acquisition, Diversity & Inclusion, HR Transformation, HRIS, 360 Assessments, MBTI Certified, Appreciative Inquiry, Women Leaders, Senior Executive..., Trusted Advisor, DISC Assessments, Hogan Assessments
Education
Zicklin School of Business, Baruch College New York 2012 — 2012
Certification in Executive Coaching
University of Delaware 1985 — 1989
Bachelor of Arts (B.A.)
Hightstown High School 1981 — 1985
Mindy Schwartz Coaching, LLC June 2012 - Present
Credit Suisse January 2011 - June 2012
Credit Suisse January 2009 - December 2011
Credit Suisse August 2006 - December 2009
Credit Suisse June 1990 - August 2006
Salomon Brothers January 1997 - April 1998
Skills
Leadership Development, Executive Coaching, Talent Management, MBTI, Management, Human Resources, Performance Management, Executive Development, 360 Feedback, Coaching, Recruiting, HR Consulting, Strategic HR, Employee Relations, Talent Acquisition, Diversity & Inclusion, HR Transformation, HRIS, 360 Assessments, MBTI Certified, Appreciative Inquiry, Women Leaders, Senior Executive..., Trusted Advisor, DISC Assessments, Hogan Assessments
Education
Zicklin School of Business, Baruch College New York 2012 — 2012
Certification in Executive Coaching
University of Delaware 1985 — 1989
Bachelor of Arts (B.A.)
Hightstown High School 1981 — 1985
John Whirley John Whirley's Salomon Brothers Experience April 1992 - January 1998
Job Vice President Market Data Management and Benchmark Construction at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors June 2015 - Present
Deutsche Bank September 2013 - June 2015
S&P Dow Jones Indices February 2008 - June 2013
Citigroup Inc. - Yieldbook January 1998 - April 2007
Salomon Brothers April 1992 - January 1998
Skills
Fixed Income, Project Management, Six Sigma, Operations Management, Indexing, ETFs, Bond Markets, CDS, Municipal Bonds, Business Requirements, SQL, Fixed Income Portfolio..., Market Data, Fixed Income Technology, Fincad, Bloomberg, Trading, Equities, Leadership, Bonds, Capital Markets, Credit Derivatives, Derivatives, High Yield, Electronic Trading
Education
University of Florida 1987 — 1991
Bachelor of Science (B.S.), Economics
State Street Global Advisors June 2015 - Present
Deutsche Bank September 2013 - June 2015
S&P Dow Jones Indices February 2008 - June 2013
Citigroup Inc. - Yieldbook January 1998 - April 2007
Salomon Brothers April 1992 - January 1998
Skills
Fixed Income, Project Management, Six Sigma, Operations Management, Indexing, ETFs, Bond Markets, CDS, Municipal Bonds, Business Requirements, SQL, Fixed Income Portfolio..., Market Data, Fixed Income Technology, Fincad, Bloomberg, Trading, Equities, Leadership, Bonds, Capital Markets, Credit Derivatives, Derivatives, High Yield, Electronic Trading
Education
University of Florida 1987 — 1991
Bachelor of Science (B.S.), Economics
Leslie Marcus Leslie Marcus's Salomon Brothers Experience 1992 - 1994
Job Senior Vice President, Global Product Strategy, Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments 2002 - Present
SEI Investments 1998 - 2002
Santander Investment Securities 1994 - 1998
Salomon Brothers 1992 - 1994
Education
Chartered Financial Analyst
CFA
University of Michigan
BA
Franklin Templeton Investments 2002 - Present
SEI Investments 1998 - 2002
Santander Investment Securities 1994 - 1998
Salomon Brothers 1992 - 1994
Education
Chartered Financial Analyst
CFA
University of Michigan
BA
David Plotzker, MBA David Plotzker, MBA's Salomon Brothers Experience 1988 - 1990
Job Information Technology Leader adept at spearheading transformational change, product launches, solving business problems
Industry Information Technology and Services
Experience
Horizon Blue Cross Blue Shield of New Jersey May 2013 - Present
Saint Peter's University, Graduate Business School February 2014 - Present
Medco Health Solutions, Inc. (currently Express Scripts Inc.) 2007 - 2012
Pfizer Inc. 2001 - 2007
Goldman Sachs and Company 2000 - 2001
Citigroup/E-Citi 1997 - 2000
Morgan Stanley and Company 1995 - 1997
IBM Corporation 1991 - 1995
Salomon Brothers 1988 - 1990
Skills
Leading..., Technology Alignment, E-commerce Optimization, Cross-functional Team..., Strategic Vision, Staff Development, IT Strategy, Strategic IT Management, Strategic Planning, Business Process..., Business Process..., Operations Management, Shared Services, Business Intelligence, Enterprise Architecture, Project Portfolio..., Change Management, Agile Methodologies, E-commerce Consulting, SOA, Business Analysis, SDLC, Analytics, Data Analysis, Product Management, Vendor Management, Metrics, PMO Services, Program Management, Software Project..., IT Project Leadership, STLC, Business Strategy, IT Outsourcing, Offshoring, Six Sigma, Service Level Management, Product Development, ROI Optimization, IT Capital Planning, IT Investment Management, Healthcare Information..., SharePoint, Pegasystems PRPC, Investment Brokerage, Healthcare, Investment Banking, Pharmaceutical Industry, Retail Banking, Scrum
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Information Systems, Honors
University of Maryland College Park
Bachelor of Science (B.S.), Computer Science, Dean’s List
New York University - Leonard N. Stern School of Business
“Management Essentials for Experienced Professionals” (two week seminar)
IBM Sales, Marketing, and Consulting School 1991 — 1992
Horizon Blue Cross Blue Shield of New Jersey May 2013 - Present
Saint Peter's University, Graduate Business School February 2014 - Present
Medco Health Solutions, Inc. (currently Express Scripts Inc.) 2007 - 2012
Pfizer Inc. 2001 - 2007
Goldman Sachs and Company 2000 - 2001
Citigroup/E-Citi 1997 - 2000
Morgan Stanley and Company 1995 - 1997
IBM Corporation 1991 - 1995
Salomon Brothers 1988 - 1990
Skills
Leading..., Technology Alignment, E-commerce Optimization, Cross-functional Team..., Strategic Vision, Staff Development, IT Strategy, Strategic IT Management, Strategic Planning, Business Process..., Business Process..., Operations Management, Shared Services, Business Intelligence, Enterprise Architecture, Project Portfolio..., Change Management, Agile Methodologies, E-commerce Consulting, SOA, Business Analysis, SDLC, Analytics, Data Analysis, Product Management, Vendor Management, Metrics, PMO Services, Program Management, Software Project..., IT Project Leadership, STLC, Business Strategy, IT Outsourcing, Offshoring, Six Sigma, Service Level Management, Product Development, ROI Optimization, IT Capital Planning, IT Investment Management, Healthcare Information..., SharePoint, Pegasystems PRPC, Investment Brokerage, Healthcare, Investment Banking, Pharmaceutical Industry, Retail Banking, Scrum
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Information Systems, Honors
University of Maryland College Park
Bachelor of Science (B.S.), Computer Science, Dean’s List
New York University - Leonard N. Stern School of Business
“Management Essentials for Experienced Professionals” (two week seminar)
IBM Sales, Marketing, and Consulting School 1991 — 1992
Rachel Aguirre Rachel Aguirre's Salomon Brothers Experience April 1992 - April 1998
Job Supervisor Sales Territory Coordinator at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments December 2013 - Present
JPMorgan Chase September 2009 - October 2013
Trans-Form LLC June 2004 - July 2008
VOA Associates June 2003 - June 2004
Bear Stearns April 1998 - July 2000
Salomon Brothers April 1992 - April 1998
Skills
Project Management, Management, Leadership, Process Improvement, Securities, Financial Analysis, Financial Services, Investment Banking, Risk Management, Investments, Business Analysis, Management Consulting, Analysis, Interior Design, New Business Development, PMP, Research, SharePoint, Social Media, Portfolio Management, Hedge Funds, Fixed Income, Prime Brokerage, Derivatives, Financial Modeling, SDLC, Strategy, Program Management, Banking, Strategic Planning, Equities, Capital Markets, Training, Budgets, Finance
Education
University of Florida
MID, Interior Design
University of South Florida
MBA, Finance/Management
University of South Florida
BA, Marketing
University of South Florida
BA, Finance
Franklin Templeton Investments December 2013 - Present
JPMorgan Chase September 2009 - October 2013
Trans-Form LLC June 2004 - July 2008
VOA Associates June 2003 - June 2004
Bear Stearns April 1998 - July 2000
Salomon Brothers April 1992 - April 1998
Skills
Project Management, Management, Leadership, Process Improvement, Securities, Financial Analysis, Financial Services, Investment Banking, Risk Management, Investments, Business Analysis, Management Consulting, Analysis, Interior Design, New Business Development, PMP, Research, SharePoint, Social Media, Portfolio Management, Hedge Funds, Fixed Income, Prime Brokerage, Derivatives, Financial Modeling, SDLC, Strategy, Program Management, Banking, Strategic Planning, Equities, Capital Markets, Training, Budgets, Finance
Education
University of Florida
MID, Interior Design
University of South Florida
MBA, Finance/Management
University of South Florida
BA, Marketing
University of South Florida
BA, Finance
Bob Allison Bob Allison's Salomon Brothers Experience August 1990 - February 1994
Job Private Investor
Industry Venture Capital & Private Equity
Experience
Self-employed April 2013 - Present
RBC Capital Markets January 2007 - March 2013
Daniels & Associates May 1994 - January 2007
Salomon Brothers August 1990 - February 1994
Education
University of Pennsylvania - The Wharton School 1998 — 2000
Master of Business Administration (M.B.A.), Finance, General
University of Colorado Boulder 1980 — 1984
Bachelor of Science (B.S.), Business/Commerce, General
Self-employed April 2013 - Present
RBC Capital Markets January 2007 - March 2013
Daniels & Associates May 1994 - January 2007
Salomon Brothers August 1990 - February 1994
Education
University of Pennsylvania - The Wharton School 1998 — 2000
Master of Business Administration (M.B.A.), Finance, General
University of Colorado Boulder 1980 — 1984
Bachelor of Science (B.S.), Business/Commerce, General
Richard Yemm, CFA Richard Yemm, CFA's Salomon Brothers Experience August 1997 - February 1999
Job Director at RBC Capital Markets, Central Funding
Industry Financial Services
Experience
RBC Capital Markets June 2013 - Present
Deutsche Bank September 2010 - September 2012
Credit Suisse February 2007 - September 2010
Credit Suisse August 2004 - February 2007
Citi February 2003 - August 2004
Citi February 1999 - February 2003
Salomon Brothers August 1997 - February 1999
Salomon Brothers August 1995 - August 1997
Skills
Series 7 and 63 licenses, MBS, Capital Markets, Structured Products, Bloomberg, Credit Derivatives, Hedge Funds, Financial Markets, Money Market, Fixed Income, Credit, Rates, Prime Brokerage, Trading, Structured Finance, Mutual Funds, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
Master of Business Administration (MBA), Finance, General
University of Florida 1991 — 1994
Bachelor of Science (B.S.), Mathematics
Villanova University 1990 — 1991
N/A
Pine Crest High School 1986 — 1990
RBC Capital Markets June 2013 - Present
Deutsche Bank September 2010 - September 2012
Credit Suisse February 2007 - September 2010
Credit Suisse August 2004 - February 2007
Citi February 2003 - August 2004
Citi February 1999 - February 2003
Salomon Brothers August 1997 - February 1999
Salomon Brothers August 1995 - August 1997
Skills
Series 7 and 63 licenses, MBS, Capital Markets, Structured Products, Bloomberg, Credit Derivatives, Hedge Funds, Financial Markets, Money Market, Fixed Income, Credit, Rates, Prime Brokerage, Trading, Structured Finance, Mutual Funds, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
Master of Business Administration (MBA), Finance, General
University of Florida 1991 — 1994
Bachelor of Science (B.S.), Mathematics
Villanova University 1990 — 1991
N/A
Pine Crest High School 1986 — 1990
Jeffrey Lueken Jeffrey Lueken's Salomon Brothers Experience July 1987 - August 1988
Job SVPInvestments at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2004 - Present
Northwestern Mutual December 1999 - December 2003
Northwestern Mutual August 1988 - December 1998
Salomon Brothers July 1987 - August 1988
Arthur Andersen & Co. June 1984 - July 1987
Education
University of Wisconsin-Madison 1982 — 1984
Master of Business Administration (MBA), Finance, General
University of Notre Dame 1978 — 1982
Bachelor of Business Administration (B.B.A.), Accounting
Northwestern Mutual January 2004 - Present
Northwestern Mutual December 1999 - December 2003
Northwestern Mutual August 1988 - December 1998
Salomon Brothers July 1987 - August 1988
Arthur Andersen & Co. June 1984 - July 1987
Education
University of Wisconsin-Madison 1982 — 1984
Master of Business Administration (MBA), Finance, General
University of Notre Dame 1978 — 1982
Bachelor of Business Administration (B.B.A.), Accounting
Lee Spector , PMP, MBA, MCSE Lee Spector , PMP, MBA, MCSE's Salomon Brothers Experience 1996 - 1997
Job IT/Project Manager at Womens Care Florida
Industry Information Technology and Services
Experience
Womens Care Florida October 2008 - Present
Countrywide Home Loans February 2006 - June 2008
Ameriquest Mortgage Company October 2005 - February 2006
SELS Inc. 1998 - 2006
Salomon Brothers 1996 - 1997
Skills
Servers, Active Directory, Troubleshooting, XP, Microsoft Exchange, Operating Systems, Group Policy, Technical Support, Hardware, Switches, Routers, Microsoft Certified..., Printers, Laptops, Networking, Software Documentation, WAN, Information Technology, Virtualization, Windows, Data Center, Disaster Recovery, Network Security, IP, IT Management, Cisco Technologies, Security, Firewalls, LAN-WAN, VMware, Wireless Networking, Windows XP
Education
LaSalle Computer Center 2009 — 2010
MCSE, PMP, MS Windows Computer Networking
University of South Florida 1994 — 1996
MBA, Finance
University of Florida - Warrington College of Business Administration 1990 — 1994
BS, Finance
JP Taravella High School 1987 — 1990
Womens Care Florida October 2008 - Present
Countrywide Home Loans February 2006 - June 2008
Ameriquest Mortgage Company October 2005 - February 2006
SELS Inc. 1998 - 2006
Salomon Brothers 1996 - 1997
Skills
Servers, Active Directory, Troubleshooting, XP, Microsoft Exchange, Operating Systems, Group Policy, Technical Support, Hardware, Switches, Routers, Microsoft Certified..., Printers, Laptops, Networking, Software Documentation, WAN, Information Technology, Virtualization, Windows, Data Center, Disaster Recovery, Network Security, IP, IT Management, Cisco Technologies, Security, Firewalls, LAN-WAN, VMware, Wireless Networking, Windows XP
Education
LaSalle Computer Center 2009 — 2010
MCSE, PMP, MS Windows Computer Networking
University of South Florida 1994 — 1996
MBA, Finance
University of Florida - Warrington College of Business Administration 1990 — 1994
BS, Finance
JP Taravella High School 1987 — 1990
Dan Grant Dan Grant's Salomon Brothers Experience 1986 - 1994
Job Partner at William Blair & Company
Industry Financial Services
Experience
William Blair & Company March 1994 - Present
Salomon Brothers 1986 - 1994
Education
University of Illinois at Urbana-Champaign 1985 — 1986
MBA, Finance
University of Illinois at Urbana-Champaign 1981 — 1985
Bachelor's degree, Economics
William Blair & Company March 1994 - Present
Salomon Brothers 1986 - 1994
Education
University of Illinois at Urbana-Champaign 1985 — 1986
MBA, Finance
University of Illinois at Urbana-Champaign 1981 — 1985
Bachelor's degree, Economics
Ricardo Rico Pestyk Ricardo Rico Pestyk's Salomon Brothers Experience 1994 - 1998
Job Fixed Income Operations and Settlements Specialist
Industry Banking
Experience
Fixed Income Operations April 2012 - December 2012
Bank of America Merrill Lynch 2003 - 2011
Wachovia Securities Financial Network 2000 - 2002
Raymond James 1999 - 2000
Salomon Brothers 1994 - 1998
Salomon Brothers 1994 - 1998
Skills
fully bilingual..., Fixed Income, Capital Markets, Securities, Bloomberg, Equities, Series 7, Settlement, DTC, Series 63, Credit Derivatives, Interest Rate..., Back Office, Middle Office, Bonds, Operational Risk, Collateral Management, ABS, MBS, Swaps, Treasury, Interest Rate Swaps, Corporate Actions, Repos, Cash Management, Structured Products, Banking, Risk Management, Alternative Investments, Portfolio Management, Financial Services, Mutual Funds, Wealth Management, Asset Allocation, Trading, Financial Risk, Securities Lending, Trading Systems, FX Options, Prime Brokerage, Derivatives, Options, Finance
Education
University of Central Florida - College of Business Administration 1992 — 1994
Bachelor of Business Administration (B.B.A.), Banking and Financial Support Services
la salle 1975 — 1979
highschool diploma
Fixed Income Operations April 2012 - December 2012
Bank of America Merrill Lynch 2003 - 2011
Wachovia Securities Financial Network 2000 - 2002
Raymond James 1999 - 2000
Salomon Brothers 1994 - 1998
Salomon Brothers 1994 - 1998
Skills
fully bilingual..., Fixed Income, Capital Markets, Securities, Bloomberg, Equities, Series 7, Settlement, DTC, Series 63, Credit Derivatives, Interest Rate..., Back Office, Middle Office, Bonds, Operational Risk, Collateral Management, ABS, MBS, Swaps, Treasury, Interest Rate Swaps, Corporate Actions, Repos, Cash Management, Structured Products, Banking, Risk Management, Alternative Investments, Portfolio Management, Financial Services, Mutual Funds, Wealth Management, Asset Allocation, Trading, Financial Risk, Securities Lending, Trading Systems, FX Options, Prime Brokerage, Derivatives, Options, Finance
Education
University of Central Florida - College of Business Administration 1992 — 1994
Bachelor of Business Administration (B.B.A.), Banking and Financial Support Services
la salle 1975 — 1979
highschool diploma
David Karp David Karp's Salomon Brothers Experience April 1985 - February 1988
Job Executive Vice President & CFO at Empire State Realty Trust, Inc.
Industry Real Estate
Experience
Empire State Realty Trust November 2011 - Present
AC Angel Fund May 2008 - Present
GiveBack August 2011 - November 2011
Forum Partners February 2006 - March 2011
Falcon Financial Investment Trust January 1996 - August 2005
Reichmann International/Soros Realty Advisors January 1994 - December 1995
The Yarmouth Group December 1988 - January 1994
Salomon Brothers April 1985 - February 1988
Citicorp June 1983 - April 1985
Skills
Real Estate, Start-ups, Investments, Investment Properties, Hedge Funds, Valuation, Loans, Finance, Structured Finance, Asset Managment, Securities, Due Diligence, Asset Management, Management, Private Equity, Alternative Investments, Financial Modeling
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance, Real Estate
University of California, Berkeley 1977 — 1981
BA, Economics
Empire State Realty Trust November 2011 - Present
AC Angel Fund May 2008 - Present
GiveBack August 2011 - November 2011
Forum Partners February 2006 - March 2011
Falcon Financial Investment Trust January 1996 - August 2005
Reichmann International/Soros Realty Advisors January 1994 - December 1995
The Yarmouth Group December 1988 - January 1994
Salomon Brothers April 1985 - February 1988
Citicorp June 1983 - April 1985
Skills
Real Estate, Start-ups, Investments, Investment Properties, Hedge Funds, Valuation, Loans, Finance, Structured Finance, Asset Managment, Securities, Due Diligence, Asset Management, Management, Private Equity, Alternative Investments, Financial Modeling
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance, Real Estate
University of California, Berkeley 1977 — 1981
BA, Economics
Benjamin Celones's Salomon Brothers Experience April 1998 - June 2000
Job Business Manager at Bank of America
Industry Banking
Experience
Bank of America April 2008 - Present
Bank of America November 2010 - February 2012
Bank of America April 2008 - November 2010
Senderra Funding December 2005 - February 2008
The Walt Disney Company September 2002 - September 2005
Credit Suisse June 2000 - June 2002
Salomon Brothers April 1998 - June 2000
Merrill Lynch March 1997 - April 1998
Skills
Mortgage Lending, Reverse Mortgages, Capital Markets, Financial Analysis, Financial Modeling, Financial Reporting, Microsoft Excel, Process Improvement, Banking, Loan Origination, Securities, Leadership
Education
University of Florida
Bachelor of Business Administration (B.B.A.), Finance and Risk Management
Lake Howell High School 1989 — 1992
Bank of America April 2008 - Present
Bank of America November 2010 - February 2012
Bank of America April 2008 - November 2010
Senderra Funding December 2005 - February 2008
The Walt Disney Company September 2002 - September 2005
Credit Suisse June 2000 - June 2002
Salomon Brothers April 1998 - June 2000
Merrill Lynch March 1997 - April 1998
Skills
Mortgage Lending, Reverse Mortgages, Capital Markets, Financial Analysis, Financial Modeling, Financial Reporting, Microsoft Excel, Process Improvement, Banking, Loan Origination, Securities, Leadership
Education
University of Florida
Bachelor of Business Administration (B.B.A.), Finance and Risk Management
Lake Howell High School 1989 — 1992
Stan Ryan Stan Ryan's Salomon Brothers Experience June 1988 - August 1988
Job Interim CEO, Eagle Bulk Shipping (Nasdaq: EGLE)
Industry International Trade and Development
Experience
Eagle Bulk Shipping (Nasdaq: EGLE) March 2015 - September 2015
Cargill January 2011 - June 2014
Cargill June 2010 - December 2010
Cargill June 2006 - May 2010
Cargill January 1999 - May 2006
Cargill January 1998 - December 1998
Cargill August 1995 - December 1997
Cargill September 1992 - July 1995
Cargill October 1989 - August 1992
Salomon Brothers June 1988 - August 1988
Skills
Leadership, Strategy, Management, International Business, Sales Management, Marketing, Corporate Development, Customer Engagement, Mergers & Acquisitions, Change Management, Team Building, Sales, Operations Management, Processing, Innovation, research and development, Supply Chain, Portfolio Management, Commodity Risk..., Manufacturing, Teaching, Coaching, Public Speaking, Public Affairs, Governmental Affairs, Finance, Market Analysis, C-Level Leadership, Business Innovation, Global Operations, Business Transformation, Global Leadership, CEOs
Education
The University of Chicago 1987 — 1989
Master of Arts (MA), International Relations
The University of Chicago 1987 — 1989
Master of Business Administration (MBA), International Business
University of Notre Dame 1980 — 1984
Bachelor of Arts (BA), Economics and Computer Applications, Magna cum Laude
Eagle Bulk Shipping (Nasdaq: EGLE) March 2015 - September 2015
Cargill January 2011 - June 2014
Cargill June 2010 - December 2010
Cargill June 2006 - May 2010
Cargill January 1999 - May 2006
Cargill January 1998 - December 1998
Cargill August 1995 - December 1997
Cargill September 1992 - July 1995
Cargill October 1989 - August 1992
Salomon Brothers June 1988 - August 1988
Skills
Leadership, Strategy, Management, International Business, Sales Management, Marketing, Corporate Development, Customer Engagement, Mergers & Acquisitions, Change Management, Team Building, Sales, Operations Management, Processing, Innovation, research and development, Supply Chain, Portfolio Management, Commodity Risk..., Manufacturing, Teaching, Coaching, Public Speaking, Public Affairs, Governmental Affairs, Finance, Market Analysis, C-Level Leadership, Business Innovation, Global Operations, Business Transformation, Global Leadership, CEOs
Education
The University of Chicago 1987 — 1989
Master of Arts (MA), International Relations
The University of Chicago 1987 — 1989
Master of Business Administration (MBA), International Business
University of Notre Dame 1980 — 1984
Bachelor of Arts (BA), Economics and Computer Applications, Magna cum Laude
James Coombes James Coombes's Salomon Brothers Experience 1995 - 2003
Job Principal at American Renewable Capital
Industry Renewables & Environment
Experience
American Renewable Capital April 2015 - Present
Renewable energy & project finance lecturer January 2013 - Present
Reveille Advisors January 2007 - Present
SunPower Corporation October 2011 - April 2015
REC Solar May 2008 - October 2011
New Original Beverage Company - Third Rail Beer March 2004 - December 2006
Salomon Brothers 1995 - 2003
First Boston / CS First Boston 1993 - 1995
Sierra Club California May 1992 - August 1992
Skills
Solar Energy, Project Finance, Energy, Venture Capital, Corporate Finance, Renewable Energy, Start-ups, Strategy, Telecommunications, Entrepreneurship, Structured Finance, Photovoltaics, Strategic Partnerships, Alternative Energy, Finance
Education
University of California, Berkeley
BA, Economics, English/Rhetoric
American Renewable Capital April 2015 - Present
Renewable energy & project finance lecturer January 2013 - Present
Reveille Advisors January 2007 - Present
SunPower Corporation October 2011 - April 2015
REC Solar May 2008 - October 2011
New Original Beverage Company - Third Rail Beer March 2004 - December 2006
Salomon Brothers 1995 - 2003
First Boston / CS First Boston 1993 - 1995
Sierra Club California May 1992 - August 1992
Skills
Solar Energy, Project Finance, Energy, Venture Capital, Corporate Finance, Renewable Energy, Start-ups, Strategy, Telecommunications, Entrepreneurship, Structured Finance, Photovoltaics, Strategic Partnerships, Alternative Energy, Finance
Education
University of California, Berkeley
BA, Economics, English/Rhetoric
James Roth James Roth's Salomon Brothers Experience May 1975 - September 1977
Job Recruiter
Industry Computer Software
Experience
EmployVision, Inc. October 2013 - Present
Systems Methodologies, Inc. March 1983 - June 2008
First Boston Corporation March 1979 - March 1983
Automated Concepts Inc. (ACI) September 1977 - March 1979
Salomon Brothers May 1975 - September 1977
IBM March 1967 - May 1971
Skills
Entrepreneurship, Account Management, Consulting, Business Strategy, Sales Management, IT Recruitment, Sales, Small Business, Customer Service, Business Planning, IT Management, Full SDLC, IT Consulting, IT Project Lifecycle, Database Design, Recruiting, SDLC
Education
Union College 1968 — 1969
Operations Research
University of Bridgeport 1962 — 1966
Bachelor of Arts (B.A.), Mathematics
EmployVision, Inc. October 2013 - Present
Systems Methodologies, Inc. March 1983 - June 2008
First Boston Corporation March 1979 - March 1983
Automated Concepts Inc. (ACI) September 1977 - March 1979
Salomon Brothers May 1975 - September 1977
IBM March 1967 - May 1971
Skills
Entrepreneurship, Account Management, Consulting, Business Strategy, Sales Management, IT Recruitment, Sales, Small Business, Customer Service, Business Planning, IT Management, Full SDLC, IT Consulting, IT Project Lifecycle, Database Design, Recruiting, SDLC
Education
Union College 1968 — 1969
Operations Research
University of Bridgeport 1962 — 1966
Bachelor of Arts (B.A.), Mathematics
Greg Murphy Greg Murphy's Salomon Brothers Experience 1987 - 1988
Job Head of Real Estate Finance Americas at Natixis
Industry Commercial Real Estate
Experience
Natixis 2000 - Present
Nomura Securities 1998 - 2000
Chase Manhattan Corporation 1996 - 1998
Citibank 1988 - 1996
Salomon Brothers 1987 - 1988
GNP Financial, Inc. 1984 - 1987
Education
The University of Chicago 1984 — 1987
MBA, Finance
University of Illinois at Urbana-Champaign
BA, Economics
Natixis 2000 - Present
Nomura Securities 1998 - 2000
Chase Manhattan Corporation 1996 - 1998
Citibank 1988 - 1996
Salomon Brothers 1987 - 1988
GNP Financial, Inc. 1984 - 1987
Education
The University of Chicago 1984 — 1987
MBA, Finance
University of Illinois at Urbana-Champaign
BA, Economics
Steve Ham's Salomon Brothers Experience 1997 - 1999
Job CFO at N12 Technologies, Inc.
Industry Investment Management
Experience
N12 Technologies, Inc. 2014 - Present
Rainmaker Company 2013 - 2014
Sterling Partners 2010 - 2011
RedZone Capital 2006 - 2010
The Carlyle Group 2000 - 2006
Thomas Weisel Partners 1999 - 2000
Salomon Brothers 1997 - 1999
Skills
Private Equity, Corporate Development, LBO, Mergers, Financial Modeling, Investment Banking, Corporate Finance, Investments, Equities, Due Diligence, Valuation, Venture Capital, Alternative Investments, Financial Analysis, Business Valuation, Business Strategy, Emerging Markets, Acquisition Integration, Growth Capital, Business Development, Buyouts, Debt, Competitive Analysis, Finance, Capital, Investor Relations, Portfolio Management, Accounting, Strategic Planning, Financial Reporting, Executive Management, Acquisitions, Capital Markets, Mergers & Acquisitions
Education
University of Illinois at Urbana-Champaign - College of Business 1993 — 1997
Bachelor of Science (BS)
N12 Technologies, Inc. 2014 - Present
Rainmaker Company 2013 - 2014
Sterling Partners 2010 - 2011
RedZone Capital 2006 - 2010
The Carlyle Group 2000 - 2006
Thomas Weisel Partners 1999 - 2000
Salomon Brothers 1997 - 1999
Skills
Private Equity, Corporate Development, LBO, Mergers, Financial Modeling, Investment Banking, Corporate Finance, Investments, Equities, Due Diligence, Valuation, Venture Capital, Alternative Investments, Financial Analysis, Business Valuation, Business Strategy, Emerging Markets, Acquisition Integration, Growth Capital, Business Development, Buyouts, Debt, Competitive Analysis, Finance, Capital, Investor Relations, Portfolio Management, Accounting, Strategic Planning, Financial Reporting, Executive Management, Acquisitions, Capital Markets, Mergers & Acquisitions
Education
University of Illinois at Urbana-Champaign - College of Business 1993 — 1997
Bachelor of Science (BS)
Susan McDonald, CFA's Salomon Brothers Experience 1995 - 1998
Job Research Associate at Stolper Asset Management
Industry Financial Services
Experience
Stolper Asset Management. An Independent Registered Investment Advisor March 2010 - Present
CFS International 1998 - 2000
Salomon Brothers 1995 - 1998
Skills
Valuation
Education
University of Cambridge 1988 — 1991
Masters, Natural Science
Stolper Asset Management. An Independent Registered Investment Advisor March 2010 - Present
CFS International 1998 - 2000
Salomon Brothers 1995 - 1998
Skills
Valuation
Education
University of Cambridge 1988 — 1991
Masters, Natural Science
Greg Kosinski Greg Kosinski's Salomon Brothers Experience August 1990 - January 1998
Job Private Investor and CoFounder at Lemon Drop Gifts
Industry Financial Services
Experience
Lemon Drop Gifts January 2014 - Present
SFTrust July 2010 - November 2010
SFTrust April 2009 - June 2010
Banc of America Securities July 2005 - April 2008
UBS Investment Bank April 2004 - July 2005
Banc of America Securities August 2002 - April 2004
Salomon Brothers August 1990 - January 1998
Education
University of Calgary 1987 — 1989
B.Comm
University of Calgary 1983 — 1987
B.Arts
Lemon Drop Gifts January 2014 - Present
SFTrust July 2010 - November 2010
SFTrust April 2009 - June 2010
Banc of America Securities July 2005 - April 2008
UBS Investment Bank April 2004 - July 2005
Banc of America Securities August 2002 - April 2004
Salomon Brothers August 1990 - January 1998
Education
University of Calgary 1987 — 1989
B.Comm
University of Calgary 1983 — 1987
B.Arts
Brad Pickard Brad Pickard's Salomon Brothers Experience September 1990 - January 1993
Job Managing Director Mergers & Acquisitions at Republic Partners
Industry Investment Banking
Experience
Republic Partners, Inc. July 2014 - Present
Access Value Investors January 2009 - June 2014
Houlihan Lokey April 2003 - August 2007
Wasserstein Perella & Co. January 1993 - 2003
Salomon Brothers September 1990 - January 1993
Education
The University of Chicago 1988 — 1990
MBA, Finance and Accounting
University of Michigan 1981 — 1985
BA, Economics and English
Republic Partners, Inc. July 2014 - Present
Access Value Investors January 2009 - June 2014
Houlihan Lokey April 2003 - August 2007
Wasserstein Perella & Co. January 1993 - 2003
Salomon Brothers September 1990 - January 1993
Education
The University of Chicago 1988 — 1990
MBA, Finance and Accounting
University of Michigan 1981 — 1985
BA, Economics and English
Michael Grimes Michael Grimes's Salomon Brothers Experience July 1987 - February 1992
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 1995 - Present
Bear Stearns February 1992 - May 1995
Salomon Brothers July 1987 - February 1992
Skills
Enterprise Software, Equities, Strategy, Mergers, Investments, IPO, Management, Mergers & Acquisitions, Private Equity, Start-ups, Investment Banking, Financial Modeling, Valuation, Venture Capital, Strategic Partnerships, Entrepreneurship, Capital Markets, Finance, Private Placements, Divestitures, Corporate Finance, Product Management, Risk Management, Networking, Business Strategy, Analytics, Financial Analysis, Competitive Analysis, Leadership, Management Consulting, Strategic Planning, Emerging Markets, Strategic Financial..., Derivatives, Due Diligence, Corporate Development, Business Development, Asset Management, Fixed Income, Portfolio Management, Sales, Alternative Investments, Financial Services, Financial Planning, Executive Management, Business Planning, Bloomberg, M&A experience, Equity Research, Hedge Funds
Education
University of California, Berkeley 1984 — 1987
EECS, Electrical Engineering and Computer Science
Polytechnic School 1983 — 1985
Morgan Stanley May 1995 - Present
Bear Stearns February 1992 - May 1995
Salomon Brothers July 1987 - February 1992
Skills
Enterprise Software, Equities, Strategy, Mergers, Investments, IPO, Management, Mergers & Acquisitions, Private Equity, Start-ups, Investment Banking, Financial Modeling, Valuation, Venture Capital, Strategic Partnerships, Entrepreneurship, Capital Markets, Finance, Private Placements, Divestitures, Corporate Finance, Product Management, Risk Management, Networking, Business Strategy, Analytics, Financial Analysis, Competitive Analysis, Leadership, Management Consulting, Strategic Planning, Emerging Markets, Strategic Financial..., Derivatives, Due Diligence, Corporate Development, Business Development, Asset Management, Fixed Income, Portfolio Management, Sales, Alternative Investments, Financial Services, Financial Planning, Executive Management, Business Planning, Bloomberg, M&A experience, Equity Research, Hedge Funds
Education
University of California, Berkeley 1984 — 1987
EECS, Electrical Engineering and Computer Science
Polytechnic School 1983 — 1985
Kannan Ayyar Kannan Ayyar's Salomon Brothers Experience June 1985 - August 1989
Job Managing Partner Mezzamie Group
Industry Computer Software
Experience
Navetti June 2011 - Present
Mezzamie Group December 2009 - Present
Internet Systems Consortium June 2012 - January 2014
Virtual Iris 2010 - 2011
Karna Global 2000 - 2009
Vayu Communications June 1997 - May 1998
Interweave Software July 1996 - December 1997
Renaissance Software June 1989 - November 1995
Salomon Brothers June 1985 - August 1989
Skills
Recruiting, Healthcare, Positioning, Thought Leadership, Partnerships, Entrepreneurship, SOA, Enterprise Software, Business Intelligence, Cloud Computing
Education
University of California, Berkeley 1981 — 1985
BA, Computer Science
Navetti June 2011 - Present
Mezzamie Group December 2009 - Present
Internet Systems Consortium June 2012 - January 2014
Virtual Iris 2010 - 2011
Karna Global 2000 - 2009
Vayu Communications June 1997 - May 1998
Interweave Software July 1996 - December 1997
Renaissance Software June 1989 - November 1995
Salomon Brothers June 1985 - August 1989
Skills
Recruiting, Healthcare, Positioning, Thought Leadership, Partnerships, Entrepreneurship, SOA, Enterprise Software, Business Intelligence, Cloud Computing
Education
University of California, Berkeley 1981 — 1985
BA, Computer Science
Susan Parrish Susan Parrish's Salomon Brothers Experience 1990 - 1994
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley 1994 - 2007
Salomon Brothers 1990 - 1994
Skills
Accounting, Compensation Accounting, Deferred Compensation, Expatriate Accounting, Equities, Mergers & Acquisitions, Investment Banking, Financial Analysis, Investments, Capital Markets, Financial Modeling
Education
University of Hartford 1985 — 1989
Bachelor of Science (BS), Accounting
Morgan Stanley 1994 - 2007
Salomon Brothers 1990 - 1994
Skills
Accounting, Compensation Accounting, Deferred Compensation, Expatriate Accounting, Equities, Mergers & Acquisitions, Investment Banking, Financial Analysis, Investments, Capital Markets, Financial Modeling
Education
University of Hartford 1985 — 1989
Bachelor of Science (BS), Accounting
Jeanne Peloso Jeanne Peloso's Salomon Brothers Experience May 1987 - January 1990
Job Founder, CEO at SupportiveLivingSolutions
Industry Think Tanks
Experience
SupportiveLivingSolutions June 2012 - Present
Advanced Chiropractic & Wellness September 2010 - Present
State of Connecticut January 2008 - June 2008
McKinsey & Company January 1990 - July 1996
Salomon Brothers May 1987 - January 1990
McCann Erickson 1985 - 1987
Skills
Public Speaking, Research, Collaborative Problem..., Writing, Certified Relocation..., Benefits Administration, Special Education
Education
University of Maryland College Park 1980 — 1985
BS, Journalism
Pelham Memorial High School 1976 — 1980
SupportiveLivingSolutions June 2012 - Present
Advanced Chiropractic & Wellness September 2010 - Present
State of Connecticut January 2008 - June 2008
McKinsey & Company January 1990 - July 1996
Salomon Brothers May 1987 - January 1990
McCann Erickson 1985 - 1987
Skills
Public Speaking, Research, Collaborative Problem..., Writing, Certified Relocation..., Benefits Administration, Special Education
Education
University of Maryland College Park 1980 — 1985
BS, Journalism
Pelham Memorial High School 1976 — 1980
Holly (DeBow) Carbo Holly (DeBow) Carbo's Salomon Brothers Experience 1989 - 1993
Job Realtor at Rocky Mountain Real Estate, Whitefish, MT
Industry Real Estate
Experience
Rocky Mountain Real Estate May 2010 - Present
Keller Williams Realty Northwest Montana October 2012 - July 2014
Naturally Clean Inc. September 2004 - July 2011
Salomon Brothers 1989 - 1993
Skills
Investment Properties, Short Sales, Luxury, Sellers, Real Estate, First Time Home Buyers, Relocation, REO, Condos, Investors, Foreclosures, Buyer Representation
Education
University of Denver 1984 — 1988
BSBA, Finance/Marketing
Berkshire School 1981 — 1984
Rocky Mountain Real Estate May 2010 - Present
Keller Williams Realty Northwest Montana October 2012 - July 2014
Naturally Clean Inc. September 2004 - July 2011
Salomon Brothers 1989 - 1993
Skills
Investment Properties, Short Sales, Luxury, Sellers, Real Estate, First Time Home Buyers, Relocation, REO, Condos, Investors, Foreclosures, Buyer Representation
Education
University of Denver 1984 — 1988
BSBA, Finance/Marketing
Berkshire School 1981 — 1984
Joe Frohna Joe Frohna's Salomon Brothers Experience June 1994 - February 1995
Job Founding Principal and Portfolio Manager at 1492 Capital Management, LLC
Industry Financial Services
Experience
1492 Capital Management, LLC September 2008 - Present
Cortina Asset Management April 2004 - February 2007
US Bancorp Asset Management February 1995 - March 2004
Salomon Brothers June 1994 - February 1995
Arthur Andersen LLP 1986 - 1992
Skills
Investments, Asset Management, Valuation, Financial Modeling, Equities, Portfolio Management, Financial Analysis, Equity Research, Due Diligence, Risk Management, Venture Capital, Mergers & Acquisitions, Private Equity, Asset Managment, Corporate Finance, Capital Markets, Asset Allocation, Investment Banking, Hedge Funds, Investment Advisory, Wealth Management, Alternative Investments, Mutual Funds
Education
University of Michigan - Stephen M. Ross School of Business 1992 — 1994
MBA, Finance
University of Wisconsin-Whitewater 1982 — 1986
BBA, Accounting
Waukesha south 1979 — 1982
1492 Capital Management, LLC September 2008 - Present
Cortina Asset Management April 2004 - February 2007
US Bancorp Asset Management February 1995 - March 2004
Salomon Brothers June 1994 - February 1995
Arthur Andersen LLP 1986 - 1992
Skills
Investments, Asset Management, Valuation, Financial Modeling, Equities, Portfolio Management, Financial Analysis, Equity Research, Due Diligence, Risk Management, Venture Capital, Mergers & Acquisitions, Private Equity, Asset Managment, Corporate Finance, Capital Markets, Asset Allocation, Investment Banking, Hedge Funds, Investment Advisory, Wealth Management, Alternative Investments, Mutual Funds
Education
University of Michigan - Stephen M. Ross School of Business 1992 — 1994
MBA, Finance
University of Wisconsin-Whitewater 1982 — 1986
BBA, Accounting
Waukesha south 1979 — 1982
Bob Dochterman Bob Dochterman's Salomon Brothers Experience 1996 - 1999
Job
Industry Consumer Goods
Experience
bobbysue's nuts! January 2014 - January 2015
Hotchkis and Wiley Capital Management October 2001 - February 2012
Merrill Lynch Investment Managers September 1999 - June 2001
Salomon Brothers 1996 - 1999
Nuveen Investments 1987 - 1996
Skills
Alternative Investments, Investments, Asset Managment, Series 7, Mutual Funds, Investment Advisory, Separately Managed..., Series 63, Asset Allocation, Asset Management, Financial Analysis, Wealth Management, Investment Strategies, Equities, Fixed Income, Financial Advisory, Retirement Planning, Securities, 401k, Financial Services, Investment Management, Portfolio Management, ETFs, Institutional...
Education
University of California, Irvine - The Paul Merage School of Business 1995 — 1998
M.B.A.
University of Illinois at Urbana-Champaign 1983 — 1987
B.A., Economics
bobbysue's nuts! January 2014 - January 2015
Hotchkis and Wiley Capital Management October 2001 - February 2012
Merrill Lynch Investment Managers September 1999 - June 2001
Salomon Brothers 1996 - 1999
Nuveen Investments 1987 - 1996
Skills
Alternative Investments, Investments, Asset Managment, Series 7, Mutual Funds, Investment Advisory, Separately Managed..., Series 63, Asset Allocation, Asset Management, Financial Analysis, Wealth Management, Investment Strategies, Equities, Fixed Income, Financial Advisory, Retirement Planning, Securities, 401k, Financial Services, Investment Management, Portfolio Management, ETFs, Institutional...
Education
University of California, Irvine - The Paul Merage School of Business 1995 — 1998
M.B.A.
University of Illinois at Urbana-Champaign 1983 — 1987
B.A., Economics
Joseph White Joseph White's Salomon Brothers Experience 1994 - 1998
Job Managing Director at Societe Generale
Industry Financial Services
Experience
Societe Generale August 2010 - Present
JW Advisors LLC February 2009 - August 2010
SunTrust Robinson Humphrey May 2004 - February 2009
Wachovia Bank 1998 - 2004
Salomon Brothers 1994 - 1998
Skills
Capital Markets, Equities, Derivatives, Fixed Income, Investment Banking, Equity Derivatives, Structured Products, Hedge Funds, Equity Trading, Swaps, Interest Rate..., Options, Financial Markets, Bonds, Credit Derivatives
Education
University of California, Los Angeles 1986 — 1991
BA, Economics
Societe Generale August 2010 - Present
JW Advisors LLC February 2009 - August 2010
SunTrust Robinson Humphrey May 2004 - February 2009
Wachovia Bank 1998 - 2004
Salomon Brothers 1994 - 1998
Skills
Capital Markets, Equities, Derivatives, Fixed Income, Investment Banking, Equity Derivatives, Structured Products, Hedge Funds, Equity Trading, Swaps, Interest Rate..., Options, Financial Markets, Bonds, Credit Derivatives
Education
University of California, Los Angeles 1986 — 1991
BA, Economics
Dawn Sandomeno's Salomon Brothers Experience 1989 - 1991
Job Lifestyle and Entertaining Expert, Content Provider, Social Media Strategist, Author
Industry Internet
Experience
Party Bluprints Inc. September 2007 - Present
Collective Bias January 2012 - December 2013
UBS Investment Bank 1990 - 2000
Salomon Brothers 1989 - 1991
Skills
Social Media, Blogging, Social Media Marketing, Social Networking, Online Advertising, SEO, Facebook, Wordpress, Blogger, Digital Marketing, Public Relations, Advertising, party planner, lifestyle expert, Event Planning, Online Marketing, Copywriting, Parties, Entrepreneurship, Entertainment, Marketing Strategy, Press Releases, Digital Media, Email Marketing, Media Relations, Web Content, WordPress, Creative Writing, Publishing, Content Strategy, Google Analytics, Brand Development, Content Management, YouTube, Newsletters, Copy Editing, Digital Strategy, Editing, Website Development, SEM, Journalism, Web Marketing, Community Management, Web Analytics, Publicity, Social Media Measurement, New Media, Content Development, Web Content Management, Marketing Communications
Education
University of Delaware 1984 — 1988
BA, Economics
University of Delaware - Lerner College of Business and Economics 1984 — 1988
Bachelor of Arts, Economics
Party Bluprints Inc. September 2007 - Present
Collective Bias January 2012 - December 2013
UBS Investment Bank 1990 - 2000
Salomon Brothers 1989 - 1991
Skills
Social Media, Blogging, Social Media Marketing, Social Networking, Online Advertising, SEO, Facebook, Wordpress, Blogger, Digital Marketing, Public Relations, Advertising, party planner, lifestyle expert, Event Planning, Online Marketing, Copywriting, Parties, Entrepreneurship, Entertainment, Marketing Strategy, Press Releases, Digital Media, Email Marketing, Media Relations, Web Content, WordPress, Creative Writing, Publishing, Content Strategy, Google Analytics, Brand Development, Content Management, YouTube, Newsletters, Copy Editing, Digital Strategy, Editing, Website Development, SEM, Journalism, Web Marketing, Community Management, Web Analytics, Publicity, Social Media Measurement, New Media, Content Development, Web Content Management, Marketing Communications
Education
University of Delaware 1984 — 1988
BA, Economics
University of Delaware - Lerner College of Business and Economics 1984 — 1988
Bachelor of Arts, Economics
Raymond Garfield's Salomon Brothers Experience March 1984 - July 1988
Job Chairman at Garfield Public/Private LLC
Industry Real Estate
Experience
Garfield Public/Private, LLC August 2013 - Present
Garfield Traub Development, LLC January 1997 - July 2013
Vista Properties, Inc. January 1992 - January 1997
Cushman & Wakefield Inc. July 1988 - January 1992
Salomon Brothers March 1984 - July 1988
Merrill Lynch Commercial Real Estate January 1981 - March 1984
Dixon & Garfield, Inc. January 1973 - January 1981
EDS Group July 1969 - July 1971
U.S. Navy June 1966 - July 1969
Skills
Real Estate Development, Real Estate Financing, Hospitality, Public Speaking, Real Estate, Public/private..., Mergers & Acquisitions, Management, Commercial Real Estate, Contract Negotiation, Leadership, Acquisitions, Due Diligence, Finance, Land Development, Real Estate Economics, Disposition, Expert Witness, Real Estate Transactions, Private Equity, Public Finance, Feasibility Studies, Property Management, Hospitality Industry, P3, Land Acquisition, Corporate Governance, Joint Ventures, Brokerage, Real Estate Private..., Facilities Management, International Real..., Corporate Management, Corporate Real Estate, Investments, Strategic Planning, Construction, Contract Management, Asset Management, Negotiation
Education
United States Naval Academy 1962 — 1966
Bachelor of Science (BS), Mathematics and Engineering
Garfield Public/Private, LLC August 2013 - Present
Garfield Traub Development, LLC January 1997 - July 2013
Vista Properties, Inc. January 1992 - January 1997
Cushman & Wakefield Inc. July 1988 - January 1992
Salomon Brothers March 1984 - July 1988
Merrill Lynch Commercial Real Estate January 1981 - March 1984
Dixon & Garfield, Inc. January 1973 - January 1981
EDS Group July 1969 - July 1971
U.S. Navy June 1966 - July 1969
Skills
Real Estate Development, Real Estate Financing, Hospitality, Public Speaking, Real Estate, Public/private..., Mergers & Acquisitions, Management, Commercial Real Estate, Contract Negotiation, Leadership, Acquisitions, Due Diligence, Finance, Land Development, Real Estate Economics, Disposition, Expert Witness, Real Estate Transactions, Private Equity, Public Finance, Feasibility Studies, Property Management, Hospitality Industry, P3, Land Acquisition, Corporate Governance, Joint Ventures, Brokerage, Real Estate Private..., Facilities Management, International Real..., Corporate Management, Corporate Real Estate, Investments, Strategic Planning, Construction, Contract Management, Asset Management, Negotiation
Education
United States Naval Academy 1962 — 1966
Bachelor of Science (BS), Mathematics and Engineering
Patrick Frayne Patrick Frayne's Salomon Brothers Experience 1986 - 1998
Job Sr Financial Analyst at First Advantage
Industry Human Resources
Experience
First Advantage March 2006 - Present
Danka Office Imaging 2002 - 2006
Tech Data 1998 - 2002
Salomon Brothers 1986 - 1998
Skills
Financial Analysis, Account Management, Forecasting, Strategic Planning, Salesforce.com, Process Improvement, Budgets, Business Analysis, Finance, Management, Project Management, Leadership, Sales Operations, Financial Reporting, Operations Management, Sales, Enterprise Software, Business Development, CRM, Competitive Analysis, Analysis, Team Management, Strategy, Cross-functional Team..., Sales Process, SaaS, Analytics, New Business Development, Sales Management, Business Intelligence, Business Process..., Business Strategy, Change Management, E-commerce
Education
University of Illinois
Masters, Politcal Science
University of Wisconsin-Madison
BA, History
First Advantage March 2006 - Present
Danka Office Imaging 2002 - 2006
Tech Data 1998 - 2002
Salomon Brothers 1986 - 1998
Skills
Financial Analysis, Account Management, Forecasting, Strategic Planning, Salesforce.com, Process Improvement, Budgets, Business Analysis, Finance, Management, Project Management, Leadership, Sales Operations, Financial Reporting, Operations Management, Sales, Enterprise Software, Business Development, CRM, Competitive Analysis, Analysis, Team Management, Strategy, Cross-functional Team..., Sales Process, SaaS, Analytics, New Business Development, Sales Management, Business Intelligence, Business Process..., Business Strategy, Change Management, E-commerce
Education
University of Illinois
Masters, Politcal Science
University of Wisconsin-Madison
BA, History
Michael Wong Michael Wong's Salomon Brothers Experience 1994 - 1995
Job Chief Executive Officer at Genea
Industry Computer Software
Experience
Genea November 2011 - Present
First Beverage Capital September 2009 - April 2011
Leonard Green & Partners October 1998 - April 2009
The Blackstone Group - Private Equity 1997 - 1998
Donaldson, Lufkin & Jenrette 1995 - 1997
Salomon Brothers 1994 - 1995
Skills
Private Equity, Mergers, Management, Energy, Mergers & Acquisitions, Finance, Venture Capital, Valuation, Due Diligence, Investor Relations, Entrepreneurship, Energy Management, Business Strategy, Executive Management, Corporate Development, Integration
Education
University of California, Los Angeles 1989 — 1993
BA - Business Economics
Genea November 2011 - Present
First Beverage Capital September 2009 - April 2011
Leonard Green & Partners October 1998 - April 2009
The Blackstone Group - Private Equity 1997 - 1998
Donaldson, Lufkin & Jenrette 1995 - 1997
Salomon Brothers 1994 - 1995
Skills
Private Equity, Mergers, Management, Energy, Mergers & Acquisitions, Finance, Venture Capital, Valuation, Due Diligence, Investor Relations, Entrepreneurship, Energy Management, Business Strategy, Executive Management, Corporate Development, Integration
Education
University of California, Los Angeles 1989 — 1993
BA - Business Economics
Donald Erb's Salomon Brothers Experience September 1990 - April 1994
Job Founder of Atlantabased KCA Capital LLC | investment banking | capital raising | m&a advisory | consulting
Industry Investment Banking
Experience
KCA Capital LLC September 2010 - Present
SunTrust Robinson Humphrey August 2006 - April 2010
KCA Capital LLC September 2001 - August 2006
First Union Securities April 1999 - April 2001
Goldman Sachs April 1995 - April 1999
Salomon Brothers September 1990 - April 1994
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA
University at Albany, SUNY 1982 — 1986
BS
KCA Capital LLC September 2010 - Present
SunTrust Robinson Humphrey August 2006 - April 2010
KCA Capital LLC September 2001 - August 2006
First Union Securities April 1999 - April 2001
Goldman Sachs April 1995 - April 1999
Salomon Brothers September 1990 - April 1994
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA
University at Albany, SUNY 1982 — 1986
BS
Doug Tibbett Doug Tibbett's Salomon Brothers Experience 1993 - 1998
Job Principal Software Developer at The Nielsen Company
Industry Media Production
Experience
The Nielsen Company February 2002 - Present
Market Systems, Inc 2001 - 2001
Bear Stearns 1998 - 2001
Salomon Brothers 1993 - 1998
Skills
Agile Methodologies, Data Warehousing, SDLC, SQL, Software Development, SOA, Enterprise Architecture, XML, Java, Business Intelligence, Analytics, Unix, Integration, Scrum, Web Services, Visio, Software Design, Database Design, Microsoft SQL Server, SAS, Netezza, Sybase ASE, Hardware Architecture, Troubleshooting, Creative Problem Solving, Technical Staff...
Education
University of South Florida 1990 — 1993
BS, Computer Science
University of Florida 1986 — 1990
Engineering, computer science
The Nielsen Company February 2002 - Present
Market Systems, Inc 2001 - 2001
Bear Stearns 1998 - 2001
Salomon Brothers 1993 - 1998
Skills
Agile Methodologies, Data Warehousing, SDLC, SQL, Software Development, SOA, Enterprise Architecture, XML, Java, Business Intelligence, Analytics, Unix, Integration, Scrum, Web Services, Visio, Software Design, Database Design, Microsoft SQL Server, SAS, Netezza, Sybase ASE, Hardware Architecture, Troubleshooting, Creative Problem Solving, Technical Staff...
Education
University of South Florida 1990 — 1993
BS, Computer Science
University of Florida 1986 — 1990
Engineering, computer science
Robert Brody Robert Brody's Salomon Brothers Experience 1987 - 1994
Job Head of Governance and Business Support at Wolters Kluwer ELM Solutions
Industry Information Technology and Services
Experience
Wolters Kluwer ELM Solutions November 2014 - Present
Wolters Kluwer - TyMetrix December 2013 - November 2014
Thomson Reuters May 2009 - January 2013
Alumnus at MDL Partners 2013 - 2013
Fidelity November 2001 - December 2008
Fidelity Investments February 1995 - December 2008
United States Navy June 1975 - March 1997
Salomon Brothers 1987 - 1994
Service Academy 1971 - 1975
Skills
Derivatives, Fixed Income, Program Management, Equities, Alternative Investments, Financial Services, Risk Management, SDLC, Securities, Investment Management, 40 Act Funds, Trading, Budgets, Management, Product Development, Finance, Leadership, Process Improvement, Project Management
Education
Navy Nuclear Power School 1975 — 1976
United States Naval Academy 1971 — 1975
Bachelor of Science (B.S.), Analytic Management
Wolters Kluwer ELM Solutions November 2014 - Present
Wolters Kluwer - TyMetrix December 2013 - November 2014
Thomson Reuters May 2009 - January 2013
Alumnus at MDL Partners 2013 - 2013
Fidelity November 2001 - December 2008
Fidelity Investments February 1995 - December 2008
United States Navy June 1975 - March 1997
Salomon Brothers 1987 - 1994
Service Academy 1971 - 1975
Skills
Derivatives, Fixed Income, Program Management, Equities, Alternative Investments, Financial Services, Risk Management, SDLC, Securities, Investment Management, 40 Act Funds, Trading, Budgets, Management, Product Development, Finance, Leadership, Process Improvement, Project Management
Education
Navy Nuclear Power School 1975 — 1976
United States Naval Academy 1971 — 1975
Bachelor of Science (B.S.), Analytic Management
Douglas Sumick Douglas Sumick's Salomon Brothers Experience 1996 - 1998
Job Managing Director Interest Rate Trading
Industry Financial Services
Experience
BTIG, LLC May 2014 - Present
Mizuho Securities USA Inc. April 2011 - May 2013
TD Bank Group May 2009 - March 2011
Morgan Stanley January 2000 - May 2007
Salomon Brothers 1996 - 1998
Skills
Trading, Derivatives, Capital Markets, Fixed Income, Series 7, Bloomberg, Covered Bonds, Bonds, Interest Rate Swaps, Interest Rate..., Hedge Funds, Equities, Swaps, Structured Products, Investment Banking, Options, Financial Markets
Education
University of Delaware 1993 — 1996
Bachelor of Science Business Administration (B.S.B.A.), Finance
BTIG, LLC May 2014 - Present
Mizuho Securities USA Inc. April 2011 - May 2013
TD Bank Group May 2009 - March 2011
Morgan Stanley January 2000 - May 2007
Salomon Brothers 1996 - 1998
Skills
Trading, Derivatives, Capital Markets, Fixed Income, Series 7, Bloomberg, Covered Bonds, Bonds, Interest Rate Swaps, Interest Rate..., Hedge Funds, Equities, Swaps, Structured Products, Investment Banking, Options, Financial Markets
Education
University of Delaware 1993 — 1996
Bachelor of Science Business Administration (B.S.B.A.), Finance
Gregory Milin's Salomon Brothers Experience September 1990 - September 1994
Job Retired Software Entrepreneur & Investor
Industry Financial Services
Experience
Triple M Capital Management October 2010 - Present
FactSet Research Systems August 2005 - October 2010
Derivative Solutions Inc October 1998 - September 2005
MSCI Barra September 1994 - October 1998
Salomon Brothers September 1990 - September 1994
Skills
Financial Modeling, Derivatives, Valuation, Risk Management, Fixed Income, Trading, Financial Structuring, Structured Products, Hedge Funds, ABS, Portfolio Management, Equities, ETFs, Options, Money Management, High Frequency Trading, Consultative Sales..., Management Consulting, Software Product..., Enterprise Software, Software Development, Big Data, Cloud Computing, Cloud Applications, iOS, iOS development, Android Development, Twitter, Private Equity, Angel Investing, Product Design, User Interface Design, Product Development, Introducing New Products, Writing, C Level Selling, C Level Management, Statistics, Operations Research, Credit Derivatives, CDS, Mortgage REITs, REITs, Distressed Debt, Restructuring, Stocks, CMOs, Reverse Engineering, CMO Structuring, Financial Software...
Education
University of Notre Dame 1986 — 1990
BA, Economics
University of Notre Dame 1986 — 1990
BS, Mathematics
Triple M Capital Management October 2010 - Present
FactSet Research Systems August 2005 - October 2010
Derivative Solutions Inc October 1998 - September 2005
MSCI Barra September 1994 - October 1998
Salomon Brothers September 1990 - September 1994
Skills
Financial Modeling, Derivatives, Valuation, Risk Management, Fixed Income, Trading, Financial Structuring, Structured Products, Hedge Funds, ABS, Portfolio Management, Equities, ETFs, Options, Money Management, High Frequency Trading, Consultative Sales..., Management Consulting, Software Product..., Enterprise Software, Software Development, Big Data, Cloud Computing, Cloud Applications, iOS, iOS development, Android Development, Twitter, Private Equity, Angel Investing, Product Design, User Interface Design, Product Development, Introducing New Products, Writing, C Level Selling, C Level Management, Statistics, Operations Research, Credit Derivatives, CDS, Mortgage REITs, REITs, Distressed Debt, Restructuring, Stocks, CMOs, Reverse Engineering, CMO Structuring, Financial Software...
Education
University of Notre Dame 1986 — 1990
BA, Economics
University of Notre Dame 1986 — 1990
BS, Mathematics
Tom Hussey's Salomon Brothers Experience January 1991 - December 1992
Job Wireless Sales at Cisco Systems
Industry Wireless
Experience
Cisco Systems June 2013 - Present
Ubiquisys Ltd May 2008 - May 2013
Azaire Networks December 2006 - April 2008
Qualcomm January 2005 - November 2006
Nortel Networks October 2000 - December 2004
SynOptics/Bay Networks January 1993 - September 2000
Salomon Brothers January 1991 - December 1992
IBM June 1986 - December 1990
Skills
Marketing Communications, Technical Analysis, Projects, Wireless, Mobile Devices, LTE, Product Management, Telecommunications, WiFi, Mobile Communications, Product Marketing, GSM, CDMA, Strategic Partnerships, Start-ups, Integration, Selling, VoIP, Cellular Communications, IP, Business Development, Wireless Networking, Ethernet, Mobile Technology, Cloud Computing, Unified Communications, Pre-sales, WiMAX, SIP, 3G, Cisco Technologies, UMTS, Networking, RF, Go-to-market Strategy, Product Development, Management, Broadband, VAS, Mobile Internet, Embedded Systems, ATM networks, Managed Services, Solutions Marketing, TCP/IP, Business Alliances
Education
University of Illinois at Urbana-Champaign 1977 — 1982
BS
New Trier 1973 — 1979
Cisco Systems June 2013 - Present
Ubiquisys Ltd May 2008 - May 2013
Azaire Networks December 2006 - April 2008
Qualcomm January 2005 - November 2006
Nortel Networks October 2000 - December 2004
SynOptics/Bay Networks January 1993 - September 2000
Salomon Brothers January 1991 - December 1992
IBM June 1986 - December 1990
Skills
Marketing Communications, Technical Analysis, Projects, Wireless, Mobile Devices, LTE, Product Management, Telecommunications, WiFi, Mobile Communications, Product Marketing, GSM, CDMA, Strategic Partnerships, Start-ups, Integration, Selling, VoIP, Cellular Communications, IP, Business Development, Wireless Networking, Ethernet, Mobile Technology, Cloud Computing, Unified Communications, Pre-sales, WiMAX, SIP, 3G, Cisco Technologies, UMTS, Networking, RF, Go-to-market Strategy, Product Development, Management, Broadband, VAS, Mobile Internet, Embedded Systems, ATM networks, Managed Services, Solutions Marketing, TCP/IP, Business Alliances
Education
University of Illinois at Urbana-Champaign 1977 — 1982
BS
New Trier 1973 — 1979
Michael Oster Michael Oster's Salomon Brothers Experience May 1983 - September 1998
Job Experienced Financial Markets and Products Professional
Industry Financial Services
Experience
KGS-Alpha Capital Markets, L.P. September 2012 - February 2015
Citi October 2001 - September 2012
Bigfoot.com September 1998 - April 2001
Salomon Brothers May 1983 - September 1998
Price Waterhouse August 1980 - May 1983
Skills
Bonds, Fixed Income, Capital Markets, Portfolio Management, Equities, Microsoft Office, Risk Management, Derivatives, Valuation, Hedge Funds, Finance, Investment Banking, Financial Services, Options
Education
State University of New York at Albany 1976 — 1980
Bachelor of Science (BS), Accounting
University at Albany, SUNY 1976 — 1980
BS, Accounting
KGS-Alpha Capital Markets, L.P. September 2012 - February 2015
Citi October 2001 - September 2012
Bigfoot.com September 1998 - April 2001
Salomon Brothers May 1983 - September 1998
Price Waterhouse August 1980 - May 1983
Skills
Bonds, Fixed Income, Capital Markets, Portfolio Management, Equities, Microsoft Office, Risk Management, Derivatives, Valuation, Hedge Funds, Finance, Investment Banking, Financial Services, Options
Education
State University of New York at Albany 1976 — 1980
Bachelor of Science (BS), Accounting
University at Albany, SUNY 1976 — 1980
BS, Accounting
Ellingston Clark Ellingston Clark's Salomon Brothers Experience June 1995 - June 1998
Job Financial Comptroller at Owens Funeral Home
Industry Financial Services
Experience
Owens Funeral Home June 2012 - Present
Global Community Charter School August 2014 - October 2014
Upper Manhattan Empowerment Zone Development Corporation July 1999 - May 2010
Salomon Brothers June 1995 - June 1998
Bank of America June 1986 - August 1993
Skills
Finance, Financial Analysis, Financial Modeling, Corporate Finance, Managerial Finance, Financial Statements, Commercial Lending, Small Business Lending, Chief Financial Officer, Charter School Finance..., Bookkeeping, Loan Underwriting, Economic Development, Community Development, Financial Comptroller, Business Development, Leadership, Business Planning, Customer Service, Loans, Management, Underwriting, Sales
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1995
Master of Business Administration (M.B.A.), Finance & Strategy
University of Pennsylvania - The Wharton School 1982 — 1986
Bachelor’s Degree, Finance
St. Paul's High School 1979 — 1982
Owens Funeral Home June 2012 - Present
Global Community Charter School August 2014 - October 2014
Upper Manhattan Empowerment Zone Development Corporation July 1999 - May 2010
Salomon Brothers June 1995 - June 1998
Bank of America June 1986 - August 1993
Skills
Finance, Financial Analysis, Financial Modeling, Corporate Finance, Managerial Finance, Financial Statements, Commercial Lending, Small Business Lending, Chief Financial Officer, Charter School Finance..., Bookkeeping, Loan Underwriting, Economic Development, Community Development, Financial Comptroller, Business Development, Leadership, Business Planning, Customer Service, Loans, Management, Underwriting, Sales
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1995
Master of Business Administration (M.B.A.), Finance & Strategy
University of Pennsylvania - The Wharton School 1982 — 1986
Bachelor’s Degree, Finance
St. Paul's High School 1979 — 1982
Pedro A. Fernández's Salomon Brothers Experience June 1993 - August 1993
Job Business Development and Sales
Industry Renewables & Environment
Experience
Ferz Capital August 2010 - Present
Enermix May 2008 - July 2010
Pali Capital Inc. January 2005 - April 2008
Merrill Lynch Banque Suisse January 2004 - December 2004
Credit Suisse First Boston July 2001 - October 2003
PaineWebber / UBS January 1999 - December 2000
Lehman Brothers July 1994 - August 1998
Salomon Brothers June 1993 - August 1993
Skills
Emerging Markets, Investment Management, Alternative Investments, Investment Banking, Business Development, Private Banking, Product Management, Sales, Alternative Energy, Agricultural Production, Market Development, Solar Energy, Capital Raising
Education
University of California, Berkeley - Walter A. Haas School of Business 1992 — 1994
Bachelor of Science (B.S.), Business Administration - Finance, Honors, 3.77 GPA
Ferz Capital August 2010 - Present
Enermix May 2008 - July 2010
Pali Capital Inc. January 2005 - April 2008
Merrill Lynch Banque Suisse January 2004 - December 2004
Credit Suisse First Boston July 2001 - October 2003
PaineWebber / UBS January 1999 - December 2000
Lehman Brothers July 1994 - August 1998
Salomon Brothers June 1993 - August 1993
Skills
Emerging Markets, Investment Management, Alternative Investments, Investment Banking, Business Development, Private Banking, Product Management, Sales, Alternative Energy, Agricultural Production, Market Development, Solar Energy, Capital Raising
Education
University of California, Berkeley - Walter A. Haas School of Business 1992 — 1994
Bachelor of Science (B.S.), Business Administration - Finance, Honors, 3.77 GPA
Peter Ristine's Salomon Brothers Experience October 1994 - January 1997
Job Experienced Financial Services Professional
Industry Financial Services
Experience
Zaratan Capital Management 2012 - 2013
Societe Generale 2010 - 2012
Standard Chartered Bank 2009 - 2010
Citi January 2007 - January 2009
Citi January 2004 - January 2007
Citi January 2001 - January 2004
Citi April 1998 - January 2001
Salomon Smith Barney January 1997 - April 1998
Salomon Brothers October 1994 - January 1997
Skills
Interest Rate Swaps, Fixed Income, Derivatives, Swaptions, US Treasuries, Interest Rate Risk..., Structured Products, Macroeconomics, Hedging, ALM, Excel, VBA, Bonds, Swaps, Volatility, Government Bonds, Bloomberg, Rates, Global Macro, Risk Management, Agency MBS, MBS, ABS, Series 24, Series 7, Series 63, Interest Rate..., Trading, Microsoft Excel, Investments, Market Risk, Capital Markets, Structured Finance, Financial Risk, Commodity, Banking, Financial Structuring, Financial Services, Foreign Exchange, Hedge Funds, Credit Derivatives, Financial Markets, Equity Derivatives
Education
University of Florida - Warrington College of Business Administration 1990 — 1994
BSBA, Finance
Zaratan Capital Management 2012 - 2013
Societe Generale 2010 - 2012
Standard Chartered Bank 2009 - 2010
Citi January 2007 - January 2009
Citi January 2004 - January 2007
Citi January 2001 - January 2004
Citi April 1998 - January 2001
Salomon Smith Barney January 1997 - April 1998
Salomon Brothers October 1994 - January 1997
Skills
Interest Rate Swaps, Fixed Income, Derivatives, Swaptions, US Treasuries, Interest Rate Risk..., Structured Products, Macroeconomics, Hedging, ALM, Excel, VBA, Bonds, Swaps, Volatility, Government Bonds, Bloomberg, Rates, Global Macro, Risk Management, Agency MBS, MBS, ABS, Series 24, Series 7, Series 63, Interest Rate..., Trading, Microsoft Excel, Investments, Market Risk, Capital Markets, Structured Finance, Financial Risk, Commodity, Banking, Financial Structuring, Financial Services, Foreign Exchange, Hedge Funds, Credit Derivatives, Financial Markets, Equity Derivatives
Education
University of Florida - Warrington College of Business Administration 1990 — 1994
BSBA, Finance
Thanh Van Tran Thanh Van Tran's Salomon Brothers Experience October 1993 - January 1995
Job Newspapers Professional
Industry Newspapers
Experience
The Tampa Tribune January 2013 - June 2015
The Tampa Tribune January 2013 - June 2015
The Tampa Tribune January 2013 - June 2015
HomeGoods Stores September 2011 - January 2013
Mort Elementary School September 2010 - August 2011
Christ Our Redeemer School January 2010 - June 2010
Carrollwood Day School 2005 - 2010
Citi January 1995 - February 1997
Salomon Brothers October 1993 - January 1995
Skills
Managerial..., Advertising, Online Advertising, Client Relations, Trade Show Presentations, Sales Presentations, Contractual Agreements, Revenue Analysis, Client Billing, Financial Accounting, Financial Services, Bookkeeping, Strategic Planning, ADP Payroll, Staff Management, Staff Training, Oracle Database, Kronos Timekeeping, Retail Sales Analysis, Mortgage Industry, K-12 Education, Academic Tutoring, Classroom Management, Lesson Planning, Literacy, Facebook, Social Media Marketing, Media Relations, Press Releases, Social Media, Copywriting, Marketing Communications, Social Networking, Blogging
Education
University of South Florida 2007 — 2010
Masters of Arts in Teaching, Elementary Education and Teaching
University of Central Florida 1991 — 1993
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
The Tampa Tribune January 2013 - June 2015
The Tampa Tribune January 2013 - June 2015
The Tampa Tribune January 2013 - June 2015
HomeGoods Stores September 2011 - January 2013
Mort Elementary School September 2010 - August 2011
Christ Our Redeemer School January 2010 - June 2010
Carrollwood Day School 2005 - 2010
Citi January 1995 - February 1997
Salomon Brothers October 1993 - January 1995
Skills
Managerial..., Advertising, Online Advertising, Client Relations, Trade Show Presentations, Sales Presentations, Contractual Agreements, Revenue Analysis, Client Billing, Financial Accounting, Financial Services, Bookkeeping, Strategic Planning, ADP Payroll, Staff Management, Staff Training, Oracle Database, Kronos Timekeeping, Retail Sales Analysis, Mortgage Industry, K-12 Education, Academic Tutoring, Classroom Management, Lesson Planning, Literacy, Facebook, Social Media Marketing, Media Relations, Press Releases, Social Media, Copywriting, Marketing Communications, Social Networking, Blogging
Education
University of South Florida 2007 — 2010
Masters of Arts in Teaching, Elementary Education and Teaching
University of Central Florida 1991 — 1993
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
Patrick Kerr CFA Patrick Kerr CFA's Salomon Brothers Experience 1996 - 1998
Job
Industry Capital Markets
Experience
FTSE August 2013 - Present
S&P Dow Jones Indices May 2009 - November 2012
Dow Jones Indexes/CME Group 2009 - June 2012
Wadsworth Consulting 2008 - 2010
Deutsche Bank July 2004 - January 2008
Citigroup August 1996 - June 2004
Standard and Poor's 2004 - 2004
Salomon Brothers 1996 - 1998
Raymond James 1993 - 1995
Skills
Fixed Income, Equities, Commodity Markets, Equity Indices, Indices, Electronic Trading, Financial Markets, Equity Research, Economic Research, Market Data, Trading Systems, Asset Management, Bloomberg, Hedge Funds, Financial Services, Portfolio Management, Capital Markets, Derivatives, Strategy, Options, Equity Derivatives, FX Options, Equity Trading, Structured Products, Investment Banking, Emerging Markets
Education
NYU Stern 2001 — 2003
MBA, Finance
University of Illinois at Urbana-Champaign 1986 — 1991
BA, Economics
FTSE August 2013 - Present
S&P Dow Jones Indices May 2009 - November 2012
Dow Jones Indexes/CME Group 2009 - June 2012
Wadsworth Consulting 2008 - 2010
Deutsche Bank July 2004 - January 2008
Citigroup August 1996 - June 2004
Standard and Poor's 2004 - 2004
Salomon Brothers 1996 - 1998
Raymond James 1993 - 1995
Skills
Fixed Income, Equities, Commodity Markets, Equity Indices, Indices, Electronic Trading, Financial Markets, Equity Research, Economic Research, Market Data, Trading Systems, Asset Management, Bloomberg, Hedge Funds, Financial Services, Portfolio Management, Capital Markets, Derivatives, Strategy, Options, Equity Derivatives, FX Options, Equity Trading, Structured Products, Investment Banking, Emerging Markets
Education
NYU Stern 2001 — 2003
MBA, Finance
University of Illinois at Urbana-Champaign 1986 — 1991
BA, Economics
Archer Anasco's Salomon Brothers Experience June 1996 - July 1998
Job
Industry Information Services
Experience
Gartner May 2014 - Present
Gartner May 2011 - Present
Gartner April 2008 - May 2011
American Express July 2003 - April 2008
Anasco Capital Group January 2001 - June 2003
Worth Interactive (now known as HNW Digital) May 2000 - October 2000
Kier Group Holdings LLC LBO, Turnaround and Distressed August 1998 - May 2000
Salomon Brothers June 1996 - July 1998
NationsBank June 1994 - June 1996
Skills
Strategic Planning, Financial Analysis, Financial Modeling, Analytics, Competitive Analysis, Financial Reporting, Long Range Planning, Process Improvement, Business Analysis, Acquisition Integration, Project Management, Corporate Planning, Data Analytics, Decision Support, SaaS, Hyperion HFM, Hyperion Planning, Essbase, Mergers & Acquisitions, Strategic Partnerships, Forecasting, Budgets, Management, Analysis, Strategy, Corporate Finance, Investment Banking, Capital Markets, Leadership, Business Planning, Performance Management, Sales Reporting &..., Operational Improvement, Private Equity, Business Process..., LBO, Leveraged Finance, Working Capital..., Cashflow Analysis, Turnaround Experience, Financial Services, Strategic Financial..., Crowdsourcing, Executive Management, Corporate Development, Due Diligence, Valuation, P&L Management, Sales Operations, M&A experience
Education
University of California, Berkeley
Bachelor of Arts (BA), Economics
High School
Gartner May 2014 - Present
Gartner May 2011 - Present
Gartner April 2008 - May 2011
American Express July 2003 - April 2008
Anasco Capital Group January 2001 - June 2003
Worth Interactive (now known as HNW Digital) May 2000 - October 2000
Kier Group Holdings LLC LBO, Turnaround and Distressed August 1998 - May 2000
Salomon Brothers June 1996 - July 1998
NationsBank June 1994 - June 1996
Skills
Strategic Planning, Financial Analysis, Financial Modeling, Analytics, Competitive Analysis, Financial Reporting, Long Range Planning, Process Improvement, Business Analysis, Acquisition Integration, Project Management, Corporate Planning, Data Analytics, Decision Support, SaaS, Hyperion HFM, Hyperion Planning, Essbase, Mergers & Acquisitions, Strategic Partnerships, Forecasting, Budgets, Management, Analysis, Strategy, Corporate Finance, Investment Banking, Capital Markets, Leadership, Business Planning, Performance Management, Sales Reporting &..., Operational Improvement, Private Equity, Business Process..., LBO, Leveraged Finance, Working Capital..., Cashflow Analysis, Turnaround Experience, Financial Services, Strategic Financial..., Crowdsourcing, Executive Management, Corporate Development, Due Diligence, Valuation, P&L Management, Sales Operations, M&A experience
Education
University of California, Berkeley
Bachelor of Arts (BA), Economics
High School
Victoria Draper Victoria Draper's Salomon Brothers Experience July 2000 - August 2004
Job Personal Injury & Workers Compensation at Law Offices of Larry H. Parker
Industry Accounting
Experience
Law Offices of Larry H Parker, Perona, Langer, Beck, Serbin, Mendoza, Harrison October 2012 - Present
Brainware Media, California Advertising April 2010 - October 2012
Rowbics Indoor Rowing September 2004 - September 2010
Salomon Brothers July 2000 - August 2004
Skills
Customer Service, Microsoft Excel, Public Speaking, Microsoft Office, Microsoft Word, Research, Strategic Planning, Teaching, Editing, Social Media, Advertising, Coaching, Team Building, Leadership Development, Management, Event Planning, Blogging, Project Management, QuickBooks
Education
University of California, Davis 1994 — 2000
Bachelor's degree, Communication and Media Studies
Sacramento Business Academy 1999 — 2000
Business/Corporate Communications
Law Offices of Larry H Parker, Perona, Langer, Beck, Serbin, Mendoza, Harrison October 2012 - Present
Brainware Media, California Advertising April 2010 - October 2012
Rowbics Indoor Rowing September 2004 - September 2010
Salomon Brothers July 2000 - August 2004
Skills
Customer Service, Microsoft Excel, Public Speaking, Microsoft Office, Microsoft Word, Research, Strategic Planning, Teaching, Editing, Social Media, Advertising, Coaching, Team Building, Leadership Development, Management, Event Planning, Blogging, Project Management, QuickBooks
Education
University of California, Davis 1994 — 2000
Bachelor's degree, Communication and Media Studies
Sacramento Business Academy 1999 — 2000
Business/Corporate Communications
Steven Grundleger Steven Grundleger's Salomon Brothers Experience 1980 - 1985
Job Senior Vice President at Ocwen Financial Corporation
Industry Capital Markets
Experience
Ocwen Financial Corporation July 2012 - Present
FocalPoint Coaching September 2011 - Present
Synergist LLC September 2011 - Present
Risk Sights Group LLC April 2008 - Present
FNC, Inc. August 2010 - June 2011
Fitch Ratings January 1994 - January 2008
Duff and Phelps Credit Ratings January 1994 - May 2000
Moodys September 1988 - December 1993
The First Boston Corporation November 1985 - January 1988
Salomon Brothers 1980 - 1985
Skills
Strategic Planning, Capital Markets, Team Building, Team Management, Structured Finance, Valuation, Strategy, Management Consulting, Securitization, Fixed Income, Business Strategy, Entrepreneurship, Business Development, Analysis, Leadership, Management, Analytics, Marketing, ABS, Financial Services, Investment Banking, Mergers & Acquisitions, Credit Risk, Securities, Finance, Portfolio Management, Credit Analysis, Bonds, Consulting
Education
New York University - Leonard N. Stern School of Business 1982 — 1992
MBA, Finance
State University of New York at Albany 1978 — 1980
BS/BA, Finance
Ocwen Financial Corporation July 2012 - Present
FocalPoint Coaching September 2011 - Present
Synergist LLC September 2011 - Present
Risk Sights Group LLC April 2008 - Present
FNC, Inc. August 2010 - June 2011
Fitch Ratings January 1994 - January 2008
Duff and Phelps Credit Ratings January 1994 - May 2000
Moodys September 1988 - December 1993
The First Boston Corporation November 1985 - January 1988
Salomon Brothers 1980 - 1985
Skills
Strategic Planning, Capital Markets, Team Building, Team Management, Structured Finance, Valuation, Strategy, Management Consulting, Securitization, Fixed Income, Business Strategy, Entrepreneurship, Business Development, Analysis, Leadership, Management, Analytics, Marketing, ABS, Financial Services, Investment Banking, Mergers & Acquisitions, Credit Risk, Securities, Finance, Portfolio Management, Credit Analysis, Bonds, Consulting
Education
New York University - Leonard N. Stern School of Business 1982 — 1992
MBA, Finance
State University of New York at Albany 1978 — 1980
BS/BA, Finance
Jared Sharma's Salomon Brothers Experience 1998 - 2002
Job Founder
Industry Apparel & Fashion
Experience
Credit Suisse 2004 - 2009
Citi 2002 - 2004
Salomon Brothers 1998 - 2002
Education
University of Auckland 1994 — 1998
Master's degree, Econometrics and Quantitative Economics, First Class Honors First Division
Credit Suisse 2004 - 2009
Citi 2002 - 2004
Salomon Brothers 1998 - 2002
Education
University of Auckland 1994 — 1998
Master's degree, Econometrics and Quantitative Economics, First Class Honors First Division
Allison Hemming's Salomon Brothers Experience 1989 - 1990
Job CEO, The Hired Guns
Industry Online Media
Experience
The Hired Guns 2000 - Present
P.O.V. Magazine 1996 - 2000
p.o.v. magazine 1996 - 2000
Morgan Stanley 1995 - 1996
Morgan Stanley 1992 - 1996
Morgan Stanley 1992 - 1996
Morgan Stanley 1992 - 1995
Market Vision 1990 - 1992
Salomon Brothers 1989 - 1990
Skills
Digital Marketing, Product Development, Personal Branding, Career Counseling, Social Media, Digital Strategy, Marketing Strategy, Start-ups, Advertising, Career Management, Business Development, Management, Training, Marketing, Digital Media, New Media, Social Media Marketing, E-commerce, Online Advertising, Content Strategy, User Experience, Coaching, Brand Management, Social Networking, Strategy, SEO, Recruiting, Online Marketing, Email Marketing, Integrated Marketing, Public Relations, Blogging, Information Architecture, Brand Development, Creative Direction, Executive Search, Talent Acquisition, Copywriting, Strategic Partnerships, Publishing, CRM, Mobile Marketing, Career Development, Web Analytics, PPC, Content Management, SEM, General Awesomeness, Product Management, Entrepreneurship
Education
University of Dayton 1985 — 1989
Bachelor of Science (B.S.)
University of Dayton 1985 — 1989
Bachelor of Science (B.S.)
The Hired Guns 2000 - Present
P.O.V. Magazine 1996 - 2000
p.o.v. magazine 1996 - 2000
Morgan Stanley 1995 - 1996
Morgan Stanley 1992 - 1996
Morgan Stanley 1992 - 1996
Morgan Stanley 1992 - 1995
Market Vision 1990 - 1992
Salomon Brothers 1989 - 1990
Skills
Digital Marketing, Product Development, Personal Branding, Career Counseling, Social Media, Digital Strategy, Marketing Strategy, Start-ups, Advertising, Career Management, Business Development, Management, Training, Marketing, Digital Media, New Media, Social Media Marketing, E-commerce, Online Advertising, Content Strategy, User Experience, Coaching, Brand Management, Social Networking, Strategy, SEO, Recruiting, Online Marketing, Email Marketing, Integrated Marketing, Public Relations, Blogging, Information Architecture, Brand Development, Creative Direction, Executive Search, Talent Acquisition, Copywriting, Strategic Partnerships, Publishing, CRM, Mobile Marketing, Career Development, Web Analytics, PPC, Content Management, SEM, General Awesomeness, Product Management, Entrepreneurship
Education
University of Dayton 1985 — 1989
Bachelor of Science (B.S.)
University of Dayton 1985 — 1989
Bachelor of Science (B.S.)
Rick Seidenstein Rick Seidenstein's Salomon Brothers Experience 1995 - 1997
Job Managing Director
Industry Financial Services
Experience
JP Morgan December 2010 - Present
Citi October 2008 - December 2010
Lehman Brothers July 2002 - October 2008
Goldman 1998 - 2002
Dow Jones 1997 - 1998
Salomon Brothers 1995 - 1997
Bankers Trust 1994 - 1995
Skills
Electronic Trading, Equities, Trading Systems, Prime Brokerage, Equity Derivatives, Market Data, Direct Market Access, Low Latency, Derivatives, Equity Trading, Investment Banking, Structured Products, Fixed Income, Hedge Funds, Capital Markets, Trading, Financial Markets
Education
State University of New York at Albany 1989 — 1993
Bachelor of Science (BS), Computer Science with Applied Math
Valley Stream South 1983 — 1989
JP Morgan December 2010 - Present
Citi October 2008 - December 2010
Lehman Brothers July 2002 - October 2008
Goldman 1998 - 2002
Dow Jones 1997 - 1998
Salomon Brothers 1995 - 1997
Bankers Trust 1994 - 1995
Skills
Electronic Trading, Equities, Trading Systems, Prime Brokerage, Equity Derivatives, Market Data, Direct Market Access, Low Latency, Derivatives, Equity Trading, Investment Banking, Structured Products, Fixed Income, Hedge Funds, Capital Markets, Trading, Financial Markets
Education
State University of New York at Albany 1989 — 1993
Bachelor of Science (BS), Computer Science with Applied Math
Valley Stream South 1983 — 1989
Randal Stoller Randal Stoller's Salomon Brothers Experience February 1997 - February 1998
Job Managing Principal at Stoller Consulting Services, LLC
Industry Capital Markets
Experience
Stoller Consulting Services LLC January 2005 - Present
Falcon Bridge Capital March 2011 - Present
Entransco Energy LLC October 2013 - February 2015
ProTech Services Inc November 2009 - March 2011
TVA Capital March 2008 - October 2009
Falcon Bridge Capital June 2005 - June 2008
Citigroup February 1997 - June 2004
Salomon Brothers February 1997 - February 1998
Lehman Brothers August 1987 - February 1997
World Savings August 1982 - August 1987
Skills
Capital Markets, Fixed Income, Structured Finance, Securitization, Mutual Funds, Derivatives, Mergers & Acquisitions, Investment Banking, Structured Products, Asset Management, Investments, Portfolio Management
Education
University of San Francisco 1980 — 1982
Bachelor of Science in Business Administration
University of California, Berkeley 1984 — 1984
N/A
Stoller Consulting Services LLC January 2005 - Present
Falcon Bridge Capital March 2011 - Present
Entransco Energy LLC October 2013 - February 2015
ProTech Services Inc November 2009 - March 2011
TVA Capital March 2008 - October 2009
Falcon Bridge Capital June 2005 - June 2008
Citigroup February 1997 - June 2004
Salomon Brothers February 1997 - February 1998
Lehman Brothers August 1987 - February 1997
World Savings August 1982 - August 1987
Skills
Capital Markets, Fixed Income, Structured Finance, Securitization, Mutual Funds, Derivatives, Mergers & Acquisitions, Investment Banking, Structured Products, Asset Management, Investments, Portfolio Management
Education
University of San Francisco 1980 — 1982
Bachelor of Science in Business Administration
University of California, Berkeley 1984 — 1984
N/A
Shaival Shah Shaival Shah's Salomon Brothers Experience 1997 - 1999
Job Head of Strategic Development at LendingClub
Industry Internet
Experience
Lending Club March 2014 - Present
Tech Advisor June 2010 - Present
Hunch (Acquired by eBay) May 2010 - December 2013
SundaySky October 2008 - May 2010
Oddcast Media Technologies August 2006 - August 2008
Polaris Venture Partners August 2004 - June 2006
Electronic Arts 2003 - 2004
TA Associates 1999 - 2003
Salomon Brothers 1997 - 1999
Skills
Start-ups, Strategy, Product Development, Product Management, Venture Capital, Strategic Partnerships, Marketing Strategy, Business Development, Mergers & Acquisitions, Analytics, Business Strategy, Cross-functional Team..., E-commerce, Corporate Development, CRM, Management, Entrepreneurship, Executive Management, Private Equity
Education
University of California, Berkeley 1994 — 1997
BS, Biochemistry
Lending Club March 2014 - Present
Tech Advisor June 2010 - Present
Hunch (Acquired by eBay) May 2010 - December 2013
SundaySky October 2008 - May 2010
Oddcast Media Technologies August 2006 - August 2008
Polaris Venture Partners August 2004 - June 2006
Electronic Arts 2003 - 2004
TA Associates 1999 - 2003
Salomon Brothers 1997 - 1999
Skills
Start-ups, Strategy, Product Development, Product Management, Venture Capital, Strategic Partnerships, Marketing Strategy, Business Development, Mergers & Acquisitions, Analytics, Business Strategy, Cross-functional Team..., E-commerce, Corporate Development, CRM, Management, Entrepreneurship, Executive Management, Private Equity
Education
University of California, Berkeley 1994 — 1997
BS, Biochemistry
Phil Pactor Phil Pactor's Salomon Brothers Experience 1988 - 1998
Job Chief Information Officer at Bessemer Venture Partners
Industry Information Technology and Services
Experience
Bessemer Venture Partners March 2014 - Present
Liquidnet March 2009 - March 2014
TIMSI July 1999 - March 2014
CIBC 2007 - 2009
Universal E-Business Solutions, LLC November 2005 - July 2008
CIBC World markets 1999 - 2002
Cantor Fitzgerald 1998 - 1999
Salomon Brothers 1988 - 1998
Salomon Bros 1988 - 1998
Skills
Vendor Management, Market Data, Data Center, Electronic Trading, Application Architecture, Disaster Recovery, IT Strategy, Trading Systems, Business Transformation, Due Diligence, Private Equity, Solution Architecture, Business Intelligence, ITIL, Project Management, Unix, Business Continuity, Governance, PMO, Infrastructure, SDLC, Business Analysis, Capital Markets, IT Management, Integration, Networking, Cloud Computing, Program Management, Network Security, Equities, System Administration, Management, Fixed Income, Enterprise Architecture, Sybase, Credit Derivatives, Trading, Equity Trading, Financial Services, Investment Banking, Derivatives
Education
University at Buffalo 1982 — 1986
BS, Business Administration
Byram Hills 1978 — 1982
Bessemer Venture Partners March 2014 - Present
Liquidnet March 2009 - March 2014
TIMSI July 1999 - March 2014
CIBC 2007 - 2009
Universal E-Business Solutions, LLC November 2005 - July 2008
CIBC World markets 1999 - 2002
Cantor Fitzgerald 1998 - 1999
Salomon Brothers 1988 - 1998
Salomon Bros 1988 - 1998
Skills
Vendor Management, Market Data, Data Center, Electronic Trading, Application Architecture, Disaster Recovery, IT Strategy, Trading Systems, Business Transformation, Due Diligence, Private Equity, Solution Architecture, Business Intelligence, ITIL, Project Management, Unix, Business Continuity, Governance, PMO, Infrastructure, SDLC, Business Analysis, Capital Markets, IT Management, Integration, Networking, Cloud Computing, Program Management, Network Security, Equities, System Administration, Management, Fixed Income, Enterprise Architecture, Sybase, Credit Derivatives, Trading, Equity Trading, Financial Services, Investment Banking, Derivatives
Education
University at Buffalo 1982 — 1986
BS, Business Administration
Byram Hills 1978 — 1982
Jennifer Shefler Jennifer Shefler's Salomon Brothers Experience March 1993 - June 1995
Job
Industry Financial Services
Experience
Fordham University January 2011 - January 2012
Galloway Capital Management, LLC November 2005 - September 2008
Credit Suisse First Boston March 2005 - September 2005
Jupiter Asset Management November 2004 - February 2005
Piper Jaffray May 2002 - September 2004
Deutsche Bank March 1995 - February 2001
Salomon Brothers March 1993 - June 1995
Nomura Securities January 1992 - February 1993
Education
University of Arkansas 1987 — 1991
B.S.B.A., Finance Management
Fordham University January 2011 - January 2012
Galloway Capital Management, LLC November 2005 - September 2008
Credit Suisse First Boston March 2005 - September 2005
Jupiter Asset Management November 2004 - February 2005
Piper Jaffray May 2002 - September 2004
Deutsche Bank March 1995 - February 2001
Salomon Brothers March 1993 - June 1995
Nomura Securities January 1992 - February 1993
Education
University of Arkansas 1987 — 1991
B.S.B.A., Finance Management
Vahe Antonian's Salomon Brothers Experience 1995 - 1997
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse November 2013 - Present
State Street July 2013 - November 2013
Credit Suisse February 2012 - July 2013
Morgan Stanley September 2011 - February 2012
Goldman Sachs May 2010 - August 2011
Credit Suisse July 2008 - May 2010
JP Morgan July 1997 - July 2008
Salomon Brothers 1995 - 1997
JPMorgan 1993 - 1995
Exxon Chemical Company 1990 - 1993
Skills
Sybase, Sybase ASE, Performance Tuning, Replication, Databases, Oracle, Sybase IQ, Solaris, Data Warehousing, Data Migration, Business Intelligence, Database Administration, Database Design, Oracle RAC, ETL, PL/SQL, SQL Tuning, Unix, Unix Shell Scripting
Education
University of Maryland College Park 1986 — 1990
B.S., Electrical Engineering (Magna Cum Laude)
Credit Suisse November 2013 - Present
State Street July 2013 - November 2013
Credit Suisse February 2012 - July 2013
Morgan Stanley September 2011 - February 2012
Goldman Sachs May 2010 - August 2011
Credit Suisse July 2008 - May 2010
JP Morgan July 1997 - July 2008
Salomon Brothers 1995 - 1997
JPMorgan 1993 - 1995
Exxon Chemical Company 1990 - 1993
Skills
Sybase, Sybase ASE, Performance Tuning, Replication, Databases, Oracle, Sybase IQ, Solaris, Data Warehousing, Data Migration, Business Intelligence, Database Administration, Database Design, Oracle RAC, ETL, PL/SQL, SQL Tuning, Unix, Unix Shell Scripting
Education
University of Maryland College Park 1986 — 1990
B.S., Electrical Engineering (Magna Cum Laude)
Graham Philip's Salomon Brothers Experience February 1995 - February 1998
Job Managing Director at Citi
Industry Banking
Experience
Citi December 2011 - Present
Citigroup January 2007 - December 2011
Citigroup August 2005 - December 2006
Citigroup February 1998 - August 2005
Salomon Brothers February 1995 - February 1998
Salomon Brothers January 1993 - February 1995
Salomon Brothers September 1989 - January 1993
Skills
Data Center, Disaster Recovery, Cisco Technologies, Servers, VMware, Citrix, Windows Server, Solaris, Network Engineering, Linux, Juniper, Technical Support, Help Desk Support, Server Architecture, Wireless, Management, Blackberry, F5 BigIP, Risk Management, Banking
Education
University of Maryland College Park 1981 — 1984
MBA
Ursinus College 1976 — 1979
BA, Economics
SERIES 7 - General Securities Representative
Citi December 2011 - Present
Citigroup January 2007 - December 2011
Citigroup August 2005 - December 2006
Citigroup February 1998 - August 2005
Salomon Brothers February 1995 - February 1998
Salomon Brothers January 1993 - February 1995
Salomon Brothers September 1989 - January 1993
Skills
Data Center, Disaster Recovery, Cisco Technologies, Servers, VMware, Citrix, Windows Server, Solaris, Network Engineering, Linux, Juniper, Technical Support, Help Desk Support, Server Architecture, Wireless, Management, Blackberry, F5 BigIP, Risk Management, Banking
Education
University of Maryland College Park 1981 — 1984
MBA
Ursinus College 1976 — 1979
BA, Economics
SERIES 7 - General Securities Representative
Ryan Ledwith's Salomon Brothers Experience 1996 - 1998
Job Executive Director at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co. May 2015 - Present
Alpha Xi Building Association January 1998 - Present
Santander Realty Capital March 2011 - May 2015
The Situs Companies June 2010 - March 2011
Keefe, Bruyette & Woods June 2010 - March 2011
Corporate Risk Advisors October 2009 - May 2010
Zenta May 2007 - February 2008
Countrywide Bank, FSB 2004 - 2006
Citigroup 1998 - 2004
Salomon Brothers 1996 - 1998
Skills
Commercial Real Estate..., Real Estate Economics, Analysis, Capital Markets, Due Diligence, Credit Management, Credit Risk, Team Management, Portfolio Management, Real Estate, Valuation, Loans, Finance, Investments, Structured Finance, Mortgage Lending, Loan Origination, Underwriting, Credit, Management, Banking, Commercial Real Estate, Asset Managment, Commercial Mortgages, Risk Management
Education
Yale University - Yale School of Management 1989 — 1991
MBA, finance
University of California, Berkeley
BS, Economics
henry m. gunn sr high
JPMorgan Chase & Co. May 2015 - Present
Alpha Xi Building Association January 1998 - Present
Santander Realty Capital March 2011 - May 2015
The Situs Companies June 2010 - March 2011
Keefe, Bruyette & Woods June 2010 - March 2011
Corporate Risk Advisors October 2009 - May 2010
Zenta May 2007 - February 2008
Countrywide Bank, FSB 2004 - 2006
Citigroup 1998 - 2004
Salomon Brothers 1996 - 1998
Skills
Commercial Real Estate..., Real Estate Economics, Analysis, Capital Markets, Due Diligence, Credit Management, Credit Risk, Team Management, Portfolio Management, Real Estate, Valuation, Loans, Finance, Investments, Structured Finance, Mortgage Lending, Loan Origination, Underwriting, Credit, Management, Banking, Commercial Real Estate, Asset Managment, Commercial Mortgages, Risk Management
Education
Yale University - Yale School of Management 1989 — 1991
MBA, finance
University of California, Berkeley
BS, Economics
henry m. gunn sr high
Frank Yeary Frank Yeary's Salomon Brothers Experience 1990 - 1998
Job Investor Board Member Advisor
Industry Financial Services
Experience
PayPal July 2015 - Present
CamberView Partners July 2012 - Present
Intel Corporation March 2009 - Present
eBay Inc January 2015 - July 2015
Level Money, Inc. June 2012 - January 2015
UC Berkeley August 2008 - May 2012
Citigroup January 2001 - July 2008
The Carlyle Group June 1998 - March 2000
Salomon Brothers 1990 - 1998
Lehman Brothers 1984 - 1990
Education
University of California, Berkeley 1981 — 1985
BA, History and Economics
PayPal July 2015 - Present
CamberView Partners July 2012 - Present
Intel Corporation March 2009 - Present
eBay Inc January 2015 - July 2015
Level Money, Inc. June 2012 - January 2015
UC Berkeley August 2008 - May 2012
Citigroup January 2001 - July 2008
The Carlyle Group June 1998 - March 2000
Salomon Brothers 1990 - 1998
Lehman Brothers 1984 - 1990
Education
University of California, Berkeley 1981 — 1985
BA, History and Economics
Mark Harris's Salomon Brothers Experience October 1994 - June 1996
Job CFO at Malwarebytes
Industry Computer Software
Experience
Malwarebytes March 2014 - Present
SEVEN Networks September 2012 - December 2013
14 Months Travelling the World June 2011 - September 2012
Nimsoft October 2006 - May 2011
DSLi 2002 - 2006
Riversoft Plc September 1998 - February 2002
Credit Suisse First Boston June 1996 - September 1998
Salomon Brothers October 1994 - June 1996
Deloitte & Touche September 1988 - October 1994
Skills
Rapid Growth, Growth Management, IPO, M&A experience, Financial Modeling, Public Company..., Revenue Recognition, Venture Capital, International, Capital Raising, Dual Citizenship, SaaS, Systems Improvement, Cost Reduction..., International Tax, Strategy, Finance, CRM, Mergers & Acquisitions, Management, Leadership, Start-ups
Education
University of Leicester 1985 — 1988
BSc Hons
Chase Terrace High School, Staffordshire, England 1980 — 1985
Malwarebytes March 2014 - Present
SEVEN Networks September 2012 - December 2013
14 Months Travelling the World June 2011 - September 2012
Nimsoft October 2006 - May 2011
DSLi 2002 - 2006
Riversoft Plc September 1998 - February 2002
Credit Suisse First Boston June 1996 - September 1998
Salomon Brothers October 1994 - June 1996
Deloitte & Touche September 1988 - October 1994
Skills
Rapid Growth, Growth Management, IPO, M&A experience, Financial Modeling, Public Company..., Revenue Recognition, Venture Capital, International, Capital Raising, Dual Citizenship, SaaS, Systems Improvement, Cost Reduction..., International Tax, Strategy, Finance, CRM, Mergers & Acquisitions, Management, Leadership, Start-ups
Education
University of Leicester 1985 — 1988
BSc Hons
Chase Terrace High School, Staffordshire, England 1980 — 1985
Jayni Kosoff's Salomon Brothers Experience 1986 - 1997
Job Managing Director, Citi
Industry Financial Services
Experience
Citi April 1986 - Present
Salomon Brothers 1986 - 1997
United Commercial Bank 1984 - 1986
Skills
Fixed Income, Quantitative Analytics, New Business Development, Project Management, Product Marketing, Bonds, Business Strategy, Structured Products, Account Management, Risk Analytics, Sales Management, Analytics, Risk Management
Education
UC Berkeley
Bachelors
Citi April 1986 - Present
Salomon Brothers 1986 - 1997
United Commercial Bank 1984 - 1986
Skills
Fixed Income, Quantitative Analytics, New Business Development, Project Management, Product Marketing, Bonds, Business Strategy, Structured Products, Account Management, Risk Analytics, Sales Management, Analytics, Risk Management
Education
UC Berkeley
Bachelors
Ken Condren's Salomon Brothers Experience May 1997 - October 1999
Job Technology | VP | CIO | BI | Data Analytics | Leadership | Innovation | SaaS | CRM | Team Building
Industry Information Technology and Services
Experience
C3/CustomerContactChannels, Inc. January 2015 - Present
C3/CustomerContactChannels, Inc. August 2010 - December 2014
United Data Technologies March 2009 - April 2012
IAC October 1999 - March 2009
SalesConnects Inc. May 2004 - March 2008
Salomon Brothers May 1997 - October 1999
PwC April 1994 - April 1997
Skills
Vendor Management, Integration, Outsourcing, CRM, Strategy, Management, Leadership, Call Center, Call Centers, Professional Services, ITIL, Process Improvement, BPO, Contact Centers, Business Process..., Business Development, Project Management, Analysis, Enterprise Software, Team Building, Software Development, Team Leadership, SaaS, IT Management, Business Analysis, Business Intelligence, Information Technology, Offshoring, Start-ups, IT Strategy, Avaya, Unified Communications, Problem Solving, Personnel Management, Innovation, Global Management, Troubleshooting, Workforce Management, Applications Delivery, Technological Innovation, Department Budgeting, Sales Automation, Supplier Negotiation, Enterprise Architecture, IT Operations, Capital Budgeting, VAR, Risk Management, Analytics
Education
State University of New York at Albany 1989 — 1991
Bachelor of Science (BS)
C3/CustomerContactChannels, Inc. January 2015 - Present
C3/CustomerContactChannels, Inc. August 2010 - December 2014
United Data Technologies March 2009 - April 2012
IAC October 1999 - March 2009
SalesConnects Inc. May 2004 - March 2008
Salomon Brothers May 1997 - October 1999
PwC April 1994 - April 1997
Skills
Vendor Management, Integration, Outsourcing, CRM, Strategy, Management, Leadership, Call Center, Call Centers, Professional Services, ITIL, Process Improvement, BPO, Contact Centers, Business Process..., Business Development, Project Management, Analysis, Enterprise Software, Team Building, Software Development, Team Leadership, SaaS, IT Management, Business Analysis, Business Intelligence, Information Technology, Offshoring, Start-ups, IT Strategy, Avaya, Unified Communications, Problem Solving, Personnel Management, Innovation, Global Management, Troubleshooting, Workforce Management, Applications Delivery, Technological Innovation, Department Budgeting, Sales Automation, Supplier Negotiation, Enterprise Architecture, IT Operations, Capital Budgeting, VAR, Risk Management, Analytics
Education
State University of New York at Albany 1989 — 1991
Bachelor of Science (BS)
Brad Shairson's Salomon Brothers Experience 1993 - 1996
Job Executive Vice President at Union Bank
Industry Banking
Experience
Union Bank Of California January 2007 - Present
SunTrust Banks Inc. 1999 - 2007
Deutsche Bank July 1997 - April 1999
Salomon Brothers 1993 - 1996
Skills
Commercial Banking, Banking, Credit, Capital Markets, Derivatives, Risk Management, FX Options, Credit Risk, Portfolio Management, Trading, Loans
Education
University of Florida - Warrington College of Business Administration 1987 — 1992
Union Bank Of California January 2007 - Present
SunTrust Banks Inc. 1999 - 2007
Deutsche Bank July 1997 - April 1999
Salomon Brothers 1993 - 1996
Skills
Commercial Banking, Banking, Credit, Capital Markets, Derivatives, Risk Management, FX Options, Credit Risk, Portfolio Management, Trading, Loans
Education
University of Florida - Warrington College of Business Administration 1987 — 1992
Derek Armour's Salomon Brothers Experience July 1987 - August 1988
Job Senior Vice President Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank November 1994 - Present
Lehman Brothers August 1988 - October 1994
Salomon Brothers July 1987 - August 1988
Skills
Credit Analysis, Portfolio Management, Capital Markets, Securitization, Credit, Risk Management, Residential Mortgages, Credit Risk, Structured Finance, Securities, Structured Products, Mortgage Banking, Financial Markets, Financial Modeling, Bloomberg, Loans, Fixed Income, Financial Services, Financial Risk
Education
University at Buffalo 1982 — 1986
BS, Physics
Stuyvesant High School 1978 — 1981
Fatima College (T&T) 1975 — 1978
Wells Fargo Bank November 1994 - Present
Lehman Brothers August 1988 - October 1994
Salomon Brothers July 1987 - August 1988
Skills
Credit Analysis, Portfolio Management, Capital Markets, Securitization, Credit, Risk Management, Residential Mortgages, Credit Risk, Structured Finance, Securities, Structured Products, Mortgage Banking, Financial Markets, Financial Modeling, Bloomberg, Loans, Fixed Income, Financial Services, Financial Risk
Education
University at Buffalo 1982 — 1986
BS, Physics
Stuyvesant High School 1978 — 1981
Fatima College (T&T) 1975 — 1978
Mohandas Nair's Salomon Brothers Experience 1997 - 1998
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2010 - March 2015
JPMorgan Chase January 2005 - June 2010
JPMC/IB Tech - Credit Markets January 2005 - June 2010
JPMorganChase January 2005 - June 2010
JPMorgan January 2005 - June 2010
Nairs consulting 2007 - 2008
Evergreen Investments 1999 - 2005
Evergreen Investments 1999 - 2004
Salomon Brothers 1997 - 1998
Skills
Trading Systems, Fixed Income, Derivatives, Agile Methodologies, Investment Banking, Unix, Sybase, SQL, SDLC, Leadership, Infrastructure, Vendor Management, Financial Services, IT Strategy, Business Analysis
Education
University of Mumbai
Bank of America Merrill Lynch June 2010 - March 2015
JPMorgan Chase January 2005 - June 2010
JPMC/IB Tech - Credit Markets January 2005 - June 2010
JPMorganChase January 2005 - June 2010
JPMorgan January 2005 - June 2010
Nairs consulting 2007 - 2008
Evergreen Investments 1999 - 2005
Evergreen Investments 1999 - 2004
Salomon Brothers 1997 - 1998
Skills
Trading Systems, Fixed Income, Derivatives, Agile Methodologies, Investment Banking, Unix, Sybase, SQL, SDLC, Leadership, Infrastructure, Vendor Management, Financial Services, IT Strategy, Business Analysis
Education
University of Mumbai
Francesco Sarti, CFA's Salomon Brothers Experience 2000 - 2004
Job Event Driven Analyst
Industry Investment Management
Experience
CRT Capital Group 2011 - Present
Kellogg Partners 2008 - 2011
RBC Capital Markets 2006 - 2008
Saranac Capital 2004 - 2006
Salomon Brothers 2000 - 2004
Citibank 1998 - 2000
Skills
Portfolio Management, Equities, Investment Strategies, Wealth Management, Financial Modeling, Investments, Capital Markets, Bloomberg, Hedge Funds, Securities, Investment Advisory, Arbitrage, Fundamental Analysis, Alternative Investments, Management, Event Driven, Investment Banking
Education
University of Illinois at Urbana-Champaign 1996 — 1998
MBA, Finance
CRT Capital Group 2011 - Present
Kellogg Partners 2008 - 2011
RBC Capital Markets 2006 - 2008
Saranac Capital 2004 - 2006
Salomon Brothers 2000 - 2004
Citibank 1998 - 2000
Skills
Portfolio Management, Equities, Investment Strategies, Wealth Management, Financial Modeling, Investments, Capital Markets, Bloomberg, Hedge Funds, Securities, Investment Advisory, Arbitrage, Fundamental Analysis, Alternative Investments, Management, Event Driven, Investment Banking
Education
University of Illinois at Urbana-Champaign 1996 — 1998
MBA, Finance
Jenevieve/Jenny Randall's Salomon Brothers Experience 1995 - 1997
Job Principal, Revv Group LLC PRMarketingEvents
Industry Public Relations and Communications
Experience
Revv Group, LLC January 2010 - Present
Juvenile Diabetes Research Foundation March 2002 - Present
Code8 2000 - 2005
Salomon Brothers/Citigroup 1995 - 2000
Salomon Brothers 1995 - 1997
Skills
Public Relations, Media Relations, Sponsorship, Social Media Marketing, Marketing, Marketing Strategy, Crisis Communications, Event Management, Event Planning, New Media, Corporate Communications, Non-profits, Press Releases, Strategy, Public Speaking, Retail, Nonprofits, Publishing, Start-ups
Education
University of California, Irvine
Bachelor of Arts, Psychology
UC Berkeley
Revv Group, LLC January 2010 - Present
Juvenile Diabetes Research Foundation March 2002 - Present
Code8 2000 - 2005
Salomon Brothers/Citigroup 1995 - 2000
Salomon Brothers 1995 - 1997
Skills
Public Relations, Media Relations, Sponsorship, Social Media Marketing, Marketing, Marketing Strategy, Crisis Communications, Event Management, Event Planning, New Media, Corporate Communications, Non-profits, Press Releases, Strategy, Public Speaking, Retail, Nonprofits, Publishing, Start-ups
Education
University of California, Irvine
Bachelor of Arts, Psychology
UC Berkeley
Wayne Torman's Salomon Brothers Experience 1988 - 1992
Job Director of Outsourcing Program Execution at Invensys
Industry Industrial Automation
Experience
Invensys June 2009 - Present
Invensys March 2008 - June 2009
Fidelity Investments August 2001 - December 2007
StarNex, Inc. 2000 - 2001
CIT November 1998 - April 2000
Microsoft, Inc. 1992 - 1997
Salomon Brothers 1988 - 1992
Education
University of Florida 1979 — 1981
Invensys June 2009 - Present
Invensys March 2008 - June 2009
Fidelity Investments August 2001 - December 2007
StarNex, Inc. 2000 - 2001
CIT November 1998 - April 2000
Microsoft, Inc. 1992 - 1997
Salomon Brothers 1988 - 1992
Education
University of Florida 1979 — 1981
Nancy Malamed (Simon)'s Salomon Brothers Experience February 1986 - January 1992
Job Executive Director Senior Private Banker at J.P. Morgan
Industry Capital Markets
Experience
J.P. Morgan October 2011 - Present
HSBC Private Bank September 2010 - October 2011
Hedgebay April 2009 - April 2010
SG Private Banking- CBG Investment Advisors November 2004 - March 2009
SG Private Banking - CBG Investment Advisors 2004 - 2008
Commerzbank Capital Markets March 2002 - September 2003
Bankers Trust March 1994 - April 1996
Salomon Brothers February 1986 - January 1992
Education
New York University - Leonard N. Stern School of Business 1984 — 1986
mba, finance
University of Michigan 1976 — 1980
B.A, Political Science
J.P. Morgan October 2011 - Present
HSBC Private Bank September 2010 - October 2011
Hedgebay April 2009 - April 2010
SG Private Banking- CBG Investment Advisors November 2004 - March 2009
SG Private Banking - CBG Investment Advisors 2004 - 2008
Commerzbank Capital Markets March 2002 - September 2003
Bankers Trust March 1994 - April 1996
Salomon Brothers February 1986 - January 1992
Education
New York University - Leonard N. Stern School of Business 1984 — 1986
mba, finance
University of Michigan 1976 — 1980
B.A, Political Science
Lena Dalbey's Salomon Brothers Experience 1993 - 1997
Job Managing Partner at JDB Capital Partners
Industry Investment Banking
Experience
JDB Capital Partners (Investment Banking) June 2007 - Present
Morgan Stanley 2000 - 2002
Montgomery Securities 1997 - 2000
Salomon Brothers 1993 - 1997
Skills
Mergers, Acquisitions, Capital Raising, Private Equity, Restructuring, Equity Valuation, Broker-Dealer, Capital Structure
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
University of Arizona 1984 — 1988
BS, Finance
JDB Capital Partners (Investment Banking) June 2007 - Present
Morgan Stanley 2000 - 2002
Montgomery Securities 1997 - 2000
Salomon Brothers 1993 - 1997
Skills
Mergers, Acquisitions, Capital Raising, Private Equity, Restructuring, Equity Valuation, Broker-Dealer, Capital Structure
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
University of Arizona 1984 — 1988
BS, Finance
Kurt Jordan's Salomon Brothers Experience August 1986 - February 1988
Job Owner, www.mosquitocurtains.com
Industry Consumer Goods
Experience
www.mosquitocurtains.com June 2004 - Present
Clear Vinyl Curtains / Mosquito Curtains 2004 - 2014
Raymond James February 2000 - September 2005
Lehman Brothers February 1992 - February 2000
C&S Bank 1988 - 1992
Salomon Brothers August 1986 - February 1988
Skills
You name it, I can do it, Fixed Income, Sales, Risk Management, Mortgage Lending, Business Strategy, New Business Development, Business Development, Entrepreneurship, Start-ups, Negotiation, Project Management, Account Management, Marketing Communications, Online Advertising, Mosquito Curtains, Clear Vinyl Winter...
Education
University of California, Berkeley - Walter A. Haas School of Business 1981 — 1986
MBA, Finance / Economics
Bishop Montgomery HS 1974 — 1978
Daydreamer's 101, bluesky
www.mosquitocurtains.com June 2004 - Present
Clear Vinyl Curtains / Mosquito Curtains 2004 - 2014
Raymond James February 2000 - September 2005
Lehman Brothers February 1992 - February 2000
C&S Bank 1988 - 1992
Salomon Brothers August 1986 - February 1988
Skills
You name it, I can do it, Fixed Income, Sales, Risk Management, Mortgage Lending, Business Strategy, New Business Development, Business Development, Entrepreneurship, Start-ups, Negotiation, Project Management, Account Management, Marketing Communications, Online Advertising, Mosquito Curtains, Clear Vinyl Winter...
Education
University of California, Berkeley - Walter A. Haas School of Business 1981 — 1986
MBA, Finance / Economics
Bishop Montgomery HS 1974 — 1978
Daydreamer's 101, bluesky
Mitchel Schulman's Salomon Brothers Experience September 1985 - March 1991
Job IntegriDATA Business & Technology Solutions, LLC
Industry Management Consulting
Experience
IntegriDATA Business & Technology Solutions, LLC January 2003 - Present
Citigroup Asset Management 1999 - 2002
Salomon Brothers Asset Management April 1991 - January 1999
Salomon Brothers September 1985 - March 1991
Peat Marwick September 1982 - August 1985
Education
New York University - Leonard N. Stern School of Business 1985 — 1989
MBA, Finance
University at Albany, SUNY 1978 — 1982
Comsewogue High School 1974 — 1978
IntegriDATA Business & Technology Solutions, LLC January 2003 - Present
Citigroup Asset Management 1999 - 2002
Salomon Brothers Asset Management April 1991 - January 1999
Salomon Brothers September 1985 - March 1991
Peat Marwick September 1982 - August 1985
Education
New York University - Leonard N. Stern School of Business 1985 — 1989
MBA, Finance
University at Albany, SUNY 1978 — 1982
Comsewogue High School 1974 — 1978
pandit Wright's Salomon Brothers Experience 1981 - 1995
Job President & CEO at Boys & Girls Clubs of Greater Washington
Industry Nonprofit Organization Management
Experience
Boys & Girls Clubs of Greater Washington July 2009 - Present
Boys & Girls Clubs of Greater Washington April 2009 - July 2009
Discovery Communications, Inc. 1995 - 2007
Salomon Brothers 1981 - 1995
Skills
Non-profits
Education
University of Connecticut 1970 — 1974
BA, English
Boys & Girls Clubs of Greater Washington July 2009 - Present
Boys & Girls Clubs of Greater Washington April 2009 - July 2009
Discovery Communications, Inc. 1995 - 2007
Salomon Brothers 1981 - 1995
Skills
Non-profits
Education
University of Connecticut 1970 — 1974
BA, English
Trish Schoen's Salomon Brothers Experience 1990 - 1995
Job Vice President at Societe Generale
Industry Financial Services
Experience
Societe Generale 2007 - Present
Barclays Capital 1999 - 2007
JP Morgan 1995 - 1999
Salomon Brothers 1990 - 1995
Skills
Fixed Income, Middle Office, Capital Markets, Investment Banking, Project Management, Business Analysis, Trading Systems, Bloomberg, Banking, Risk Management, Back Office, Securities, Financial Risk, Swaps, Structured Products, Financial Services, Financial Markets, Operational Risk, Bonds, Options
Education
University of Florida
Bachelor of Science (BS), Accounting
Societe Generale 2007 - Present
Barclays Capital 1999 - 2007
JP Morgan 1995 - 1999
Salomon Brothers 1990 - 1995
Skills
Fixed Income, Middle Office, Capital Markets, Investment Banking, Project Management, Business Analysis, Trading Systems, Bloomberg, Banking, Risk Management, Back Office, Securities, Financial Risk, Swaps, Structured Products, Financial Services, Financial Markets, Operational Risk, Bonds, Options
Education
University of Florida
Bachelor of Science (BS), Accounting
Beth Rothschild's Salomon Brothers Experience November 1993 - February 1996
Job CEO at Krieger Consulting
Industry Financial Services
Experience
Krieger Consulting LLC July 2014 - Present
BNP Paribas May 2010 - July 2013
UBS Wealth Management October 2007 - April 2009
Pershing, a BNY Mellon company December 2006 - September 2007
Deutsche Bank January 2001 - November 2006
Brown Brothers Harriman April 2000 - November 2000
Salomon Smith Barney August 1999 - March 2000
Prudential Financial January 1997 - July 1999
ING March 1996 - December 1996
Salomon Brothers November 1993 - February 1996
Skills
Financial Services, Capital Markets, Finance, Leadership, Risk Management, Management, Portfolio Management, Derivatives, Financial Modeling, Investment Banking, Program Management, Asset Management, Asset Managment, Project Management, Editing, Marketing Communications, Internal Communications, Supervisory Skills, Document Review, Compliance, process improvement, technical writing, Technical Writing, Securities, Equities
Education
University of Miami - School of Business
Master of Business Administration (M.B.A.), Marketing
University of Pennsylvania
Bachelor's Degree, American Civilization, Fine Arts
Krieger Consulting LLC July 2014 - Present
BNP Paribas May 2010 - July 2013
UBS Wealth Management October 2007 - April 2009
Pershing, a BNY Mellon company December 2006 - September 2007
Deutsche Bank January 2001 - November 2006
Brown Brothers Harriman April 2000 - November 2000
Salomon Smith Barney August 1999 - March 2000
Prudential Financial January 1997 - July 1999
ING March 1996 - December 1996
Salomon Brothers November 1993 - February 1996
Skills
Financial Services, Capital Markets, Finance, Leadership, Risk Management, Management, Portfolio Management, Derivatives, Financial Modeling, Investment Banking, Program Management, Asset Management, Asset Managment, Project Management, Editing, Marketing Communications, Internal Communications, Supervisory Skills, Document Review, Compliance, process improvement, technical writing, Technical Writing, Securities, Equities
Education
University of Miami - School of Business
Master of Business Administration (M.B.A.), Marketing
University of Pennsylvania
Bachelor's Degree, American Civilization, Fine Arts
Jim Flanigan's Salomon Brothers Experience 1996 - 1998
Job Sr. Director, Treasury at Catalina Marketing
Industry Accounting
Experience
Catalina Marketing 1998 - Present
Salomon Brothers 1996 - 1998
Skills
Forecasting, Financial Reporting, Mergers & Acquisitions, Cash Flow, SEC filings, Internal Controls, Process Improvement, Sarbanes-Oxley, Corporate Finance, Variance Analysis, Finance, Analysis, Sarbanes-Oxley Act, SEC Filings
Education
University at Buffalo 1988 — 1993
MBA
Catalina Marketing 1998 - Present
Salomon Brothers 1996 - 1998
Skills
Forecasting, Financial Reporting, Mergers & Acquisitions, Cash Flow, SEC filings, Internal Controls, Process Improvement, Sarbanes-Oxley, Corporate Finance, Variance Analysis, Finance, Analysis, Sarbanes-Oxley Act, SEC Filings
Education
University at Buffalo 1988 — 1993
MBA
Frederic Greenbaum's Salomon Brothers Experience 1990 - 1993
Job Compliance Manager/Executive
Industry Investment Banking
Experience
UBS Investment Bank April 2000 - Present
Donaldson, Lufkin & Jenrette 1999 - 2000
Citigroup 1996 - 1999
Citigroup 1993 - 1996
Salomon Brothers 1990 - 1993
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University at Albany, SUNY
BS, Business
UBS Investment Bank April 2000 - Present
Donaldson, Lufkin & Jenrette 1999 - 2000
Citigroup 1996 - 1999
Citigroup 1993 - 1996
Salomon Brothers 1990 - 1993
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University at Albany, SUNY
BS, Business
Sue Pettersen's Salomon Brothers Experience 1993 - 1996
Job Director, Global Events at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial Manager, Global Marketing/EventsBarclays Capital1996 - 2001
Salomon Brothers 1993 - 1996
Education
University of Hartford
E*TRADE Financial Manager, Global Marketing/EventsBarclays Capital1996 - 2001
Salomon Brothers 1993 - 1996
Education
University of Hartford
Jacques Galante's Salomon Brothers Experience 1997 - 1999
Job Managing Director at Leeds Equity Partners
Industry Venture Capital & Private Equity
Experience
Leeds Equity Partners November 2009 - Present
The Carlyle Group July 1999 - December 2008
Salomon Brothers 1997 - 1999
Skills
Private Equity, Venture Capital, Due Diligence, Mergers, Financial Modeling, LBO, Investments, Buyouts, Valuation, Growth Capital, Corporate Finance, Mezzanine, Corporate Development, Investment Banking, Special Situations, Equities, Strategy, Financial Structuring
Education
University of Illinois at Urbana-Champaign 1993 — 1997
BS, Finance and Accounting
Leeds Equity Partners November 2009 - Present
The Carlyle Group July 1999 - December 2008
Salomon Brothers 1997 - 1999
Skills
Private Equity, Venture Capital, Due Diligence, Mergers, Financial Modeling, LBO, Investments, Buyouts, Valuation, Growth Capital, Corporate Finance, Mezzanine, Corporate Development, Investment Banking, Special Situations, Equities, Strategy, Financial Structuring
Education
University of Illinois at Urbana-Champaign 1993 — 1997
BS, Finance and Accounting
Brendan Shanahan's Salomon Brothers Experience October 1986 - March 1998
Job Senior Vice President at JVB Financial Group, LLC
Industry Capital Markets
Experience
JVB Financial Group, LLC November 2013 - Present
Cortview Capital Markets/Pierpont Securities June 2012 - September 2013
Bank of Montreal November 2010 - April 2012
SunTrust Bank January 2008 - September 2010
Prudential Financial March 1998 - October 2007
Salomon Brothers October 1986 - March 1998
Skills
Electronic Trading, Structured Products, Series 24, Swaps, New Business Development
Education
University of Colorado Boulder 1981 — 1985
Business/Managerial Economics
JVB Financial Group, LLC November 2013 - Present
Cortview Capital Markets/Pierpont Securities June 2012 - September 2013
Bank of Montreal November 2010 - April 2012
SunTrust Bank January 2008 - September 2010
Prudential Financial March 1998 - October 2007
Salomon Brothers October 1986 - March 1998
Skills
Electronic Trading, Structured Products, Series 24, Swaps, New Business Development
Education
University of Colorado Boulder 1981 — 1985
Business/Managerial Economics
Christine Most's Salomon Brothers Experience June 1990 - December 1995
Job Administrative Coordinator at University of Richmond
Industry Higher Education
Experience
University of Richmond February 2007 - Present
Capital One January 1996 - August 1996
Salomon Brothers June 1990 - December 1995
Salomon Brothers March 1988 - June 1990
Bankers Trust April 1987 - March 1988
Bankers Trust December 1986 - April 1987
American Savings Bank July 1986 - December 1986
American Savings Bank July 1984 - July 1986
American Savings Bank March 1983 - July 1984
Skills
Student Affairs, Higher Education, Event Planning
Education
University of North Texas 2005 — 2006
Graduate Academic Certificate, Applied Behavior Analysis
New York University - Leonard N. Stern School of Business 1984 — 1989
MBA, Computer Applications and Information Systems
The College of William and Mary 1978 — 1982
Bachelor of Business Administration (BBA), Management
University of Richmond February 2007 - Present
Capital One January 1996 - August 1996
Salomon Brothers June 1990 - December 1995
Salomon Brothers March 1988 - June 1990
Bankers Trust April 1987 - March 1988
Bankers Trust December 1986 - April 1987
American Savings Bank July 1986 - December 1986
American Savings Bank July 1984 - July 1986
American Savings Bank March 1983 - July 1984
Skills
Student Affairs, Higher Education, Event Planning
Education
University of North Texas 2005 — 2006
Graduate Academic Certificate, Applied Behavior Analysis
New York University - Leonard N. Stern School of Business 1984 — 1989
MBA, Computer Applications and Information Systems
The College of William and Mary 1978 — 1982
Bachelor of Business Administration (BBA), Management
Praveen Saxena's Salomon Brothers Experience November 1990 - April 1997
Job Technology Director at JPMorganChase
Industry Financial Services
Experience
J.P. Morgan April 1997 - Present
Salomon Brothers November 1990 - April 1997
Education
University of Mumbai 1984 — 1988
University of Mumbai 1984 — 1988
Engineering, Computer
J.P. Morgan April 1997 - Present
Salomon Brothers November 1990 - April 1997
Education
University of Mumbai 1984 — 1988
University of Mumbai 1984 — 1988
Engineering, Computer
Alfred Ureña's Salomon Brothers Experience 1994 - 1997
Job Executive Director at Adheris Health
Industry Marketing and Advertising
Experience
Adheris Health May 2014 - Present
Adheris Health November 2013 - April 2014
Catalina Marketing August 2009 - October 2013
KPMG 2008 - 2009
Catalina Marketing 2004 - 2008
Concord Solutions 2002 - 2004
Tech Data 1997 - 2001
Salomon Brothers 1994 - 1997
Skills
Business Analysis, Product Development, Acquisition Integration, Process Improvement, Program Management, Project Management, Strategic Partnerships, IT Management, Strategic Planning, PMP, IT Audit, Sarbanes-Oxley, Microsoft Excel, Thought Leadership, COBIT, Portfolio Management, IT Controls, Financial Analysis, Business Process..., Process Design, Mergers, Engagement Management, Dashboard Design, Management Reporting, Financial Modeling, Agile Development, Lean Startup, SDLC, Leadership, Salesforce.com
Education
University of South Florida 2004 — 2007
M.S., Management Information Systems
University of Florida 1991 — 1994
B.S.B.A., Finance
Adheris Health May 2014 - Present
Adheris Health November 2013 - April 2014
Catalina Marketing August 2009 - October 2013
KPMG 2008 - 2009
Catalina Marketing 2004 - 2008
Concord Solutions 2002 - 2004
Tech Data 1997 - 2001
Salomon Brothers 1994 - 1997
Skills
Business Analysis, Product Development, Acquisition Integration, Process Improvement, Program Management, Project Management, Strategic Partnerships, IT Management, Strategic Planning, PMP, IT Audit, Sarbanes-Oxley, Microsoft Excel, Thought Leadership, COBIT, Portfolio Management, IT Controls, Financial Analysis, Business Process..., Process Design, Mergers, Engagement Management, Dashboard Design, Management Reporting, Financial Modeling, Agile Development, Lean Startup, SDLC, Leadership, Salesforce.com
Education
University of South Florida 2004 — 2007
M.S., Management Information Systems
University of Florida 1991 — 1994
B.S.B.A., Finance
Steve Pieragowski's Salomon Brothers Experience 1991 - 1997
Job SVP Director of Operations at Republic Bank
Industry Banking
Experience
Republic Bank January 2008 - Present
Tech Data 1999 - 2007
Deutsche Bank 1997 - 1999
Salomon Brothers 1991 - 1997
Education
University of South Florida 1990 — 1991
BS, Finance
University of Florida
University of Florida
Republic Bank January 2008 - Present
Tech Data 1999 - 2007
Deutsche Bank 1997 - 1999
Salomon Brothers 1991 - 1997
Education
University of South Florida 1990 — 1991
BS, Finance
University of Florida
University of Florida
Wade Leon's Salomon Brothers Experience August 1987 - January 1990
Job Global CoHead of Prime Services Product Development
Industry Financial Services
Experience
UBS Investment Bank April 2007 - Present
Silver Point Capital 2005 - 2007
Goldman Sachs 1990 - 2005
Salomon Brothers August 1987 - January 1990
Skills
Prime Brokerage, Hedge Funds, Equities, Fixed Income, Securities Lending, Alternative Investments, Investment Banking, Capital Markets, Equity Swaps, Middle Office, Bonds, Asset Managment, Asset Management, Derivatives, Equity Derivatives, Series 7, Trading Systems
Education
University of Massachusetts, Amherst 1983 — 1987
UBS Investment Bank April 2007 - Present
Silver Point Capital 2005 - 2007
Goldman Sachs 1990 - 2005
Salomon Brothers August 1987 - January 1990
Skills
Prime Brokerage, Hedge Funds, Equities, Fixed Income, Securities Lending, Alternative Investments, Investment Banking, Capital Markets, Equity Swaps, Middle Office, Bonds, Asset Managment, Asset Management, Derivatives, Equity Derivatives, Series 7, Trading Systems
Education
University of Massachusetts, Amherst 1983 — 1987
Winston Ma's Salomon Brothers Experience 1997 - 1999
Job Portfolio Management
Industry Financial Services
Experience
TUDOR INVESTMENT CORPORATION January 2011 - Present
Magnetar Capital (Andy Sterge Division) 2008 - 2010
Bear Stearns September 2004 - September 2008
Salomon Brothers 1997 - 1999
Salomon Brothers 1997 - 1999
Skills
Equity Derivatives, Trading Systems, Equities, Portfolio Management, Statistical Arbitrage, Hedge Funds, Quantitative Finance, Electronic Trading
Education
Caltech
University of Minnesota-Twin Cities
PhD, Mathematics
University of Science and Technology of China
TUDOR INVESTMENT CORPORATION January 2011 - Present
Magnetar Capital (Andy Sterge Division) 2008 - 2010
Bear Stearns September 2004 - September 2008
Salomon Brothers 1997 - 1999
Salomon Brothers 1997 - 1999
Skills
Equity Derivatives, Trading Systems, Equities, Portfolio Management, Statistical Arbitrage, Hedge Funds, Quantitative Finance, Electronic Trading
Education
Caltech
University of Minnesota-Twin Cities
PhD, Mathematics
University of Science and Technology of China
Jim Kissane's Salomon Brothers Experience August 1988 - January 1997
Job Managing Director at Cowen and Company
Industry Financial Services
Experience
Cowen and Company January 2015 - Present
Stone Key Partners November 2012 - July 2014
Credit Suisse November 2011 - November 2012
Bank of America-Merrill Lynch June 2008 - November 2011
Bear Stearns January 1997 - June 2008
Salomon Brothers August 1988 - January 1997
Skills
Equities, Capital Markets, Investments, Valuation, Investment Banking, Financial Modeling, Investor Relations, Corporate Finance, Due Diligence, Mergers, Series 7
Education
New York University, Stern School of Business 1990 — 1994
MBA, Finance
SUNY Albany 1984 — 1988
Bachelor of Science (BS), Business/Finance-MIS
Cowen and Company January 2015 - Present
Stone Key Partners November 2012 - July 2014
Credit Suisse November 2011 - November 2012
Bank of America-Merrill Lynch June 2008 - November 2011
Bear Stearns January 1997 - June 2008
Salomon Brothers August 1988 - January 1997
Skills
Equities, Capital Markets, Investments, Valuation, Investment Banking, Financial Modeling, Investor Relations, Corporate Finance, Due Diligence, Mergers, Series 7
Education
New York University, Stern School of Business 1990 — 1994
MBA, Finance
SUNY Albany 1984 — 1988
Bachelor of Science (BS), Business/Finance-MIS
Glenn Kessler's Salomon Brothers Experience January 1985 - January 1987
Job Associate Director, State Tax Credits at AIG
Industry Financial Services
Experience
American International Group September 2014 - Present
HireGenics, Inc. January 2014 - September 2014
Keefe, Bruyette & Woods April 2010 - November 2013
Self Employed November 2009 - May 2010
GAMCO Investors Inc.(Affiliate of the Gabelli Mutual Funds) September 2008 - October 2009
Bear Stearns January 1987 - August 2008
Salomon Brothers January 1985 - January 1987
Arthur Andersen & Co. January 1983 - January 1985
Skills
Tax, Corporate Tax, Tax Accounting, Tax Returns, FIN 48, Internal Controls, Payroll Taxes, Accountants, Corporate Finance, Corporate Law, Finance, Financial Accounting, Financial Analysis, Financial Services, Financial Structuring, GAAP, IRS, Income Tax, Mergers, Private Equity, Sarbanes-Oxley Act, State Tax, US GAAP
Education
University at Albany, SUNY 1979 — 1983
BS, Accountancy
Syosset High School 1977 — 1979
American International Group September 2014 - Present
HireGenics, Inc. January 2014 - September 2014
Keefe, Bruyette & Woods April 2010 - November 2013
Self Employed November 2009 - May 2010
GAMCO Investors Inc.(Affiliate of the Gabelli Mutual Funds) September 2008 - October 2009
Bear Stearns January 1987 - August 2008
Salomon Brothers January 1985 - January 1987
Arthur Andersen & Co. January 1983 - January 1985
Skills
Tax, Corporate Tax, Tax Accounting, Tax Returns, FIN 48, Internal Controls, Payroll Taxes, Accountants, Corporate Finance, Corporate Law, Finance, Financial Accounting, Financial Analysis, Financial Services, Financial Structuring, GAAP, IRS, Income Tax, Mergers, Private Equity, Sarbanes-Oxley Act, State Tax, US GAAP
Education
University at Albany, SUNY 1979 — 1983
BS, Accountancy
Syosset High School 1977 — 1979
Marjorie Marks's Salomon Brothers Experience May 1989 - June 1998
Job Business Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2006 - Present
Sun Life Financial 2002 - 2005
Fleet Bank October 1998 - July 2002
Fleet Securities 1998 - 2002
Fleet / Bank of America 1998 - 2002
Salomon Brothers May 1989 - June 1998
U.S. Trust/FTI May 1985 - May 1989
US Trust 1985 - 1989
Education
University at Buffalo
BA, English Literature
Morgan Stanley May 2006 - Present
Sun Life Financial 2002 - 2005
Fleet Bank October 1998 - July 2002
Fleet Securities 1998 - 2002
Fleet / Bank of America 1998 - 2002
Salomon Brothers May 1989 - June 1998
U.S. Trust/FTI May 1985 - May 1989
US Trust 1985 - 1989
Education
University at Buffalo
BA, English Literature
barry hurwitz's Salomon Brothers Experience July 1992 - December 1997
Job Portfolio Manager/Trader
Industry Financial Services
Experience
Private Investment Vehicle May 2014 - Present
York Group June 2003 - April 2014
HSBC September 1999 - March 2003
UBS January 1998 - September 1999
Salomon Brothers July 1992 - December 1997
Kleinwort Benson February 1987 - July 1992
Prudential Bache Securities December 1985 - February 1987
Skills
Trading, Fixed Income, Capital Markets, Hedge Funds, Equities, Alternative Investments, Risk Management, Investment Banking, Asset Management, Portfolio Management, Investments, Derivatives
Education
University of Michigan - Stephen M. Ross School of Business 1983 — 1985
MBA, Finance
Private Investment Vehicle May 2014 - Present
York Group June 2003 - April 2014
HSBC September 1999 - March 2003
UBS January 1998 - September 1999
Salomon Brothers July 1992 - December 1997
Kleinwort Benson February 1987 - July 1992
Prudential Bache Securities December 1985 - February 1987
Skills
Trading, Fixed Income, Capital Markets, Hedge Funds, Equities, Alternative Investments, Risk Management, Investment Banking, Asset Management, Portfolio Management, Investments, Derivatives
Education
University of Michigan - Stephen M. Ross School of Business 1983 — 1985
MBA, Finance
Jason Kanner's Salomon Brothers Experience June 1996 - September 1997
Job Managing Partner at BSD Associates Ι The First Key Group
Industry Venture Capital & Private Equity
Experience
BSD Associates Ι The First Key Group 2009 - Present
BSD Associates 1998 - Present
The First Key Group 2008 - 2014
The First Key Group 2008 - 2014
Salomon Brothers June 1996 - September 1997
Skills
Private Equity, Venture Capital, Corporate Development, Financial Modeling, Due Diligence, Mergers & Acquisitions, Valuation, Emerging Markets, LBO, Management, Investments, Corporate Finance, Investment Banking, Mergers, Alternative Investments, Business Strategy
Education
University of Arizona 1992 — 1996
Bachelor of Arts, Economics & Entrepreneurship
BSD Associates Ι The First Key Group 2009 - Present
BSD Associates 1998 - Present
The First Key Group 2008 - 2014
The First Key Group 2008 - 2014
Salomon Brothers June 1996 - September 1997
Skills
Private Equity, Venture Capital, Corporate Development, Financial Modeling, Due Diligence, Mergers & Acquisitions, Valuation, Emerging Markets, LBO, Management, Investments, Corporate Finance, Investment Banking, Mergers, Alternative Investments, Business Strategy
Education
University of Arizona 1992 — 1996
Bachelor of Arts, Economics & Entrepreneurship
David Sullivan's Salomon Brothers Experience August 1993 - February 1998
Job Managing Director/Partner at Shannon Advisors
Industry Investment Banking
Experience
Shannon Advisors April 2013 - Present
Credit Suisse 2003 - January 2013
Deutsche Bank 2002 - 2003
Merrill Lynch 1998 - 2001
Salomon Brothers August 1993 - February 1998
Skills
Investments, Investment Banking, Due Diligence, Venture Capital, Financial Modeling, Financial Structuring, Capital Markets, Investor Relations, Business Strategy, Strategy, Project Management, Series 7, Alternative Investments, Private Equity, Hedge Funds, Series 63, Series 24, Valuation, Corporate Finance, Equities, Management, Mergers & Acquisitions, Asset Management
Education
University of Virginia - Darden Graduate School of Business Administration 1989 — 1991
Master of Business Administration (MBA), Management
University of Michigan 1982 — 1986
BA, Economics (with Distinction)
Melbourne Central Catholic
Melbourne Central Catholic
Shannon Advisors April 2013 - Present
Credit Suisse 2003 - January 2013
Deutsche Bank 2002 - 2003
Merrill Lynch 1998 - 2001
Salomon Brothers August 1993 - February 1998
Skills
Investments, Investment Banking, Due Diligence, Venture Capital, Financial Modeling, Financial Structuring, Capital Markets, Investor Relations, Business Strategy, Strategy, Project Management, Series 7, Alternative Investments, Private Equity, Hedge Funds, Series 63, Series 24, Valuation, Corporate Finance, Equities, Management, Mergers & Acquisitions, Asset Management
Education
University of Virginia - Darden Graduate School of Business Administration 1989 — 1991
Master of Business Administration (MBA), Management
University of Michigan 1982 — 1986
BA, Economics (with Distinction)
Melbourne Central Catholic
Melbourne Central Catholic
Lawrence Freitag, CFA's Salomon Brothers Experience 1987 - 1989
Job Managing Member at NorthStar Capital Funds, LLC
Industry Investment Management
Experience
NorthStar Capital Funds, LLC January 2004 - Present
Ark Asset Management July 1994 - December 2004
JRO Associates October 1993 - July 1994
Standard & Poor's 1989 - 1993
Salomon Brothers 1987 - 1989
Standard & Poor's 1984 - 1987
Skills
Hedge Funds, Alternative Investments, Equities, Asset Managment, Portfolio Management, Equity Research, Fixed Income, Trading Systems, Equity Trading, Investments, Capital Markets, Bloomberg, Economics, Asset Allocation, Private Equity, Investment Advisory, Trading, Financial Analysis, Securities, Series 7, Options, Investment Strategies, Valuation, Financial Modeling, Investment Management, Electronic Trading, Asset Management, Mutual Funds, Derivatives, Investment Banking, Fund Of Funds, Institutional..., Due Diligence, Private Placements, Equity Derivatives, Bloomberg Terminal, Financial Services, Venture Capital, Equity Valuation, Emerging Markets, Investor Relations, IPO, Corporate Finance, Financial Markets, Financial Structuring, Market Data, Bonds, Commodity, Structured Products, FINRA
Education
University of Michigan - Stephen M. Ross School of Business 1982 — 1984
MBA, Finance
Lehigh University - College of Business and Economics 1978 — 1982
BS, Business
NorthStar Capital Funds, LLC January 2004 - Present
Ark Asset Management July 1994 - December 2004
JRO Associates October 1993 - July 1994
Standard & Poor's 1989 - 1993
Salomon Brothers 1987 - 1989
Standard & Poor's 1984 - 1987
Skills
Hedge Funds, Alternative Investments, Equities, Asset Managment, Portfolio Management, Equity Research, Fixed Income, Trading Systems, Equity Trading, Investments, Capital Markets, Bloomberg, Economics, Asset Allocation, Private Equity, Investment Advisory, Trading, Financial Analysis, Securities, Series 7, Options, Investment Strategies, Valuation, Financial Modeling, Investment Management, Electronic Trading, Asset Management, Mutual Funds, Derivatives, Investment Banking, Fund Of Funds, Institutional..., Due Diligence, Private Placements, Equity Derivatives, Bloomberg Terminal, Financial Services, Venture Capital, Equity Valuation, Emerging Markets, Investor Relations, IPO, Corporate Finance, Financial Markets, Financial Structuring, Market Data, Bonds, Commodity, Structured Products, FINRA
Education
University of Michigan - Stephen M. Ross School of Business 1982 — 1984
MBA, Finance
Lehigh University - College of Business and Economics 1978 — 1982
BS, Business
Caryn Tuckman's Salomon Brothers Experience 1990 - 1994
Job CPA with extensive experience Managing Financial Systems
Industry Financial Services
Experience
BMO Capital Markets 2011 - 2014
Citigroup 1994 - 2009
Salomon Brothers 1990 - 1994
Salomon Brothers 1985 - 1989
Amerada Hess 1982 - 1985
Eisner & Lubin 1976 - 1982
Education
University at Albany, SUNY 1971 — 1975
BS, Public Accounting & Business Administration
BMO Capital Markets 2011 - 2014
Citigroup 1994 - 2009
Salomon Brothers 1990 - 1994
Salomon Brothers 1985 - 1989
Amerada Hess 1982 - 1985
Eisner & Lubin 1976 - 1982
Education
University at Albany, SUNY 1971 — 1975
BS, Public Accounting & Business Administration
Ted Jestin's Salomon Brothers Experience 1996 - 1998
Job MD and Global Head of IT Risk at MSCI Inc.
Industry Information Technology and Services
Experience
MSCI Inc. July 2014 - Present
Fannie Mae 2009 - 2013
Barclays Capital 2008 - 2009
Lehman Brothers 2006 - September 2008
Citadel Investment Group 2002 - 2006
Deutsche Bank 1999 - 2001
Bankers Trust 1998 - 1999
Salomon Brothers 1996 - 1998
Chase Manhattan Corporation 1983 - 1996
Skills
Information Security, Financial Risk, Management, Risk Management, Infrastructure, Security, CISSP, PKI, Information Security..., Program Management, Enterprise Architecture, Internal Audit, Virtualization, Auditing, Business Continuity, Disaster Recovery, Network Security, IT Strategy
Education
P.E.O.
P. Eng., Professional Engineer
The University of Calgary
BSc EE, Electrical Engineering
MSCI Inc. July 2014 - Present
Fannie Mae 2009 - 2013
Barclays Capital 2008 - 2009
Lehman Brothers 2006 - September 2008
Citadel Investment Group 2002 - 2006
Deutsche Bank 1999 - 2001
Bankers Trust 1998 - 1999
Salomon Brothers 1996 - 1998
Chase Manhattan Corporation 1983 - 1996
Skills
Information Security, Financial Risk, Management, Risk Management, Infrastructure, Security, CISSP, PKI, Information Security..., Program Management, Enterprise Architecture, Internal Audit, Virtualization, Auditing, Business Continuity, Disaster Recovery, Network Security, IT Strategy
Education
P.E.O.
P. Eng., Professional Engineer
The University of Calgary
BSc EE, Electrical Engineering
Jacqueline Jackson Beirne's Salomon Brothers Experience 2003 - 2005
Job Regional Sales Consultant
Industry Financial Services
Experience
Prudential Financial January 2012 - Present
Wachovia October 2006 - January 2012
Salomon Brothers 2003 - 2005
Skills
Series 7, Mutual Funds, Relationship Management, Banking, Sales Management, Series 65, Series 63, Financial Analysis, Investments, Investment Advisory, Financial Services, Asset Allocation, Securities, Retirement, Financial Advisory, Asset Management, Investment Strategies, Retirement Planning, Life Insurance
Education
University of Alabama 1997 — 2002
Master of Business Administration (MBA), Finance, General
University of Alabama 1997 — 1999
Bachelor of Arts (BA), Political Science and Government
Prudential Financial January 2012 - Present
Wachovia October 2006 - January 2012
Salomon Brothers 2003 - 2005
Skills
Series 7, Mutual Funds, Relationship Management, Banking, Sales Management, Series 65, Series 63, Financial Analysis, Investments, Investment Advisory, Financial Services, Asset Allocation, Securities, Retirement, Financial Advisory, Asset Management, Investment Strategies, Retirement Planning, Life Insurance
Education
University of Alabama 1997 — 2002
Master of Business Administration (MBA), Finance, General
University of Alabama 1997 — 1999
Bachelor of Arts (BA), Political Science and Government
Junaid Siddiqui's Salomon Brothers Experience July 1997 - July 1999
Job Portfolio Manager at Citigroup
Industry Investment Management
Experience
Citigroup January 2009 - Present
Citigroup Alternative Investments 2005 - 2008
Citigroup July 1999 - November 2005
Salomon Brothers July 1997 - July 1999
Skills
Capital Markets, Hedge Funds, Portfolio Management
Education
University of North Carolina at Chapel Hill 1993 — 1997
B.S., Business Adminstration concentration in Finance
Citigroup January 2009 - Present
Citigroup Alternative Investments 2005 - 2008
Citigroup July 1999 - November 2005
Salomon Brothers July 1997 - July 1999
Skills
Capital Markets, Hedge Funds, Portfolio Management
Education
University of North Carolina at Chapel Hill 1993 — 1997
B.S., Business Adminstration concentration in Finance
Daniel LaBree's Salomon Brothers Experience 1995 - 1998
Job Senior User Experience Designer & Frontend Engineer (UX/UI)
Industry Financial Services
Experience
Citi May 1998 - Present
Fashion Institute of Technology 2007 - 2008
Salomon Brothers 1995 - 1998
Skills
XHTML, CSS, Web Design, Illustrator, HTML, Graphic Design, JavaScript, Front-end Development, Fireworks, Information Architecture, User Interface Design, Interaction Design, Dreamweaver, Flash, ActionScript, Photoshop, User Experience, Creative Direction, XML, InDesign, Social Media, jQuery, Web Development, Adobe Acrobat, Adobe Creative Suite, Microsoft Office, JSON, Mac, Word, PowerPoint, QuarkXPress, HTML + CSS, PHP, JSP, MySQL, Prototyping, Front-end, SEO, Web Analytics, Website Development
Education
University of Nevada-Las Vegas 1987 — 1992
BFA, Fine Art
Citi May 1998 - Present
Fashion Institute of Technology 2007 - 2008
Salomon Brothers 1995 - 1998
Skills
XHTML, CSS, Web Design, Illustrator, HTML, Graphic Design, JavaScript, Front-end Development, Fireworks, Information Architecture, User Interface Design, Interaction Design, Dreamweaver, Flash, ActionScript, Photoshop, User Experience, Creative Direction, XML, InDesign, Social Media, jQuery, Web Development, Adobe Acrobat, Adobe Creative Suite, Microsoft Office, JSON, Mac, Word, PowerPoint, QuarkXPress, HTML + CSS, PHP, JSP, MySQL, Prototyping, Front-end, SEO, Web Analytics, Website Development
Education
University of Nevada-Las Vegas 1987 — 1992
BFA, Fine Art
Colleen Carr-Blaxill's Salomon Brothers Experience October 1988 - May 1997
Job Global Rewards Specialist at Covance Inc
Industry Pharmaceuticals
Experience
Covance Inc Associate Director, Global BenefitsCovance IncJune 1997 - February 2004
Salomon Brothers October 1988 - May 1997
Education
University at Albany, SUNY 1984 — 1986
Bachelor of Arts, English
Covance Inc Associate Director, Global BenefitsCovance IncJune 1997 - February 2004
Salomon Brothers October 1988 - May 1997
Education
University at Albany, SUNY 1984 — 1986
Bachelor of Arts, English
Alessandro Rollo's Salomon Brothers Experience 1992 - 1996
Job Portfolio Manager, Rollo Capital
Industry Financial Services
Experience
Rollo Capital January 2008 - Present
K Capital 2002 - 2007
Morgan Stanley 1997 - 2002
Cargill Financial Markets 1996 - 1997
Salomon Brothers 1992 - 1996
Education
Università Commerciale 'Luigi Bocconi'
Rollo Capital January 2008 - Present
K Capital 2002 - 2007
Morgan Stanley 1997 - 2002
Cargill Financial Markets 1996 - 1997
Salomon Brothers 1992 - 1996
Education
Università Commerciale 'Luigi Bocconi'
T. Gary Liberman's Salomon Brothers Experience May 1993 - December 1994
Job Corporate Executive and Technology Investor
Industry Financial Services
Experience
AIQ, Inc. January 2010 - Present
Galiber Group LLC March 2008 - December 2009
JP Morgan Investment Management January 1995 - February 2008
Salomon Brothers May 1993 - December 1994
Arthur Anderen & Co. January 1991 - September 1991
T. Rowe Price 1990 - 1990
Skills
Equities, Hedge Funds, Mutual Funds, Accounting, Investments, Strategic Planning, Budgeting, Financial Reporting, Portfolio Management, Finance, Start-ups
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance & Investing
University of Maryland College Park 1987 — 1990
BS, Accounting
AIQ, Inc. January 2010 - Present
Galiber Group LLC March 2008 - December 2009
JP Morgan Investment Management January 1995 - February 2008
Salomon Brothers May 1993 - December 1994
Arthur Anderen & Co. January 1991 - September 1991
T. Rowe Price 1990 - 1990
Skills
Equities, Hedge Funds, Mutual Funds, Accounting, Investments, Strategic Planning, Budgeting, Financial Reporting, Portfolio Management, Finance, Start-ups
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance & Investing
University of Maryland College Park 1987 — 1990
BS, Accounting
Casey Newell's Salomon Brothers Experience August 1988 - April 1996
Job Managing Director, Deutsche Bank
Industry Banking
Experience
Deutsche Bank April 2002 - Present
Merrill Lynch May 1996 - March 2002
Salomon Brothers August 1988 - April 1996
Deloitte AG August 1986 - July 1988
Skills
Fixed Income
Education
University of Notre Dame - Mendoza College of Business 1985 — 1986
MBA, Finance and Tax
University of Notre Dame 1981 — 1985
BBA, Accounting
Deutsche Bank April 2002 - Present
Merrill Lynch May 1996 - March 2002
Salomon Brothers August 1988 - April 1996
Deloitte AG August 1986 - July 1988
Skills
Fixed Income
Education
University of Notre Dame - Mendoza College of Business 1985 — 1986
MBA, Finance and Tax
University of Notre Dame 1981 — 1985
BBA, Accounting
Chris Mars, CPA (inactive)'s Salomon Brothers Experience November 1994 - February 1996
Job Accounting Professional
Industry Accounting
Keenen Dammen's Salomon Brothers Experience 1984 - 1987
Job Independent Investment Banking Professional
Industry Investment Banking
Experience
Community Bank Partners 2009 - Present
GMAC ResCap 1994 - 2007
Salomon Brothers 1984 - 1987
Skills
Securitization, Structured Finance, New Business Development, Valuation, Due Diligence, Capital Markets, Financial Modeling
Education
University of Minnesota - Carlson School of Management
BS, Accounting
Community Bank Partners 2009 - Present
GMAC ResCap 1994 - 2007
Salomon Brothers 1984 - 1987
Skills
Securitization, Structured Finance, New Business Development, Valuation, Due Diligence, Capital Markets, Financial Modeling
Education
University of Minnesota - Carlson School of Management
BS, Accounting
D.J. Tierney's Salomon Brothers Experience July 1995 - February 2000
Job Executive Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley February 2000 - Present
Salomon Brothers July 1995 - February 2000
IBM June 1989 - July 1993
Skills
Fixed Income, Hedge Funds, Bonds, Alternative Investments, Capital Markets, Portfolio Management, Asset Managment, Investments, Electronic Trading, Bloomberg, Trading Systems, ETFs, Asset Allocation, Trading
Education
University of California, Berkeley, Haas School of Business 1993 — 1995
MBA, Finance
University of California, Los Angeles 1984 — 1989
BA, Economics
Morgan Stanley February 2000 - Present
Salomon Brothers July 1995 - February 2000
IBM June 1989 - July 1993
Skills
Fixed Income, Hedge Funds, Bonds, Alternative Investments, Capital Markets, Portfolio Management, Asset Managment, Investments, Electronic Trading, Bloomberg, Trading Systems, ETFs, Asset Allocation, Trading
Education
University of California, Berkeley, Haas School of Business 1993 — 1995
MBA, Finance
University of California, Los Angeles 1984 — 1989
BA, Economics
Barbara Gleason's Salomon Brothers Experience 1991 - 1999
Job Retired
Industry Financial Services
Experience
The Blackstone Group June 2012 - June 2015
Deutsche Bank September 2010 - April 2012
Merrill Lynch May 1999 - July 2010
Salomon Brothers 1991 - 1999
Education
University at Albany, SUNY 1978 — 1982
BS, Accounting
The Blackstone Group June 2012 - June 2015
Deutsche Bank September 2010 - April 2012
Merrill Lynch May 1999 - July 2010
Salomon Brothers 1991 - 1999
Education
University at Albany, SUNY 1978 — 1982
BS, Accounting
Harry Pool's Salomon Brothers Experience January 1985 - November 1987
Job Agent at HALSTEAD PROPERTY
Industry Real Estate
Experience
HALSTEAD PROPERTY September 2013 - Present
Round Hill Partners September 2005 - September 2013
Lehman Brothers June 1995 - January 1998
Merrill Lynch November 1987 - June 1995
Salomon Brothers January 1985 - November 1987
Citibank June 1977 - June 1985
Skills
Buyer Representation, Condos, Single Family Homes, Waterfront, Sellers, Real Estate, Short Sales, First Time Home Buyers, Relocation, Sales, Investment Properties, Luxury, New Home Sales, Relocation Buyers, Selling, Residential Homes
Education
New York University - Leonard N. Stern School of Business 1977 — 1980
MBA, Finance
University of Denver - Daniels College of Business 1970 — 1974
BSBA, Finance
HALSTEAD PROPERTY September 2013 - Present
Round Hill Partners September 2005 - September 2013
Lehman Brothers June 1995 - January 1998
Merrill Lynch November 1987 - June 1995
Salomon Brothers January 1985 - November 1987
Citibank June 1977 - June 1985
Skills
Buyer Representation, Condos, Single Family Homes, Waterfront, Sellers, Real Estate, Short Sales, First Time Home Buyers, Relocation, Sales, Investment Properties, Luxury, New Home Sales, Relocation Buyers, Selling, Residential Homes
Education
New York University - Leonard N. Stern School of Business 1977 — 1980
MBA, Finance
University of Denver - Daniels College of Business 1970 — 1974
BSBA, Finance
David Stedman's Salomon Brothers Experience 1993 - 1995
Job CEO at Canopy Financial Advisors
Industry Financial Services
Experience
Canopy Financial Advisors, LLC 2013 - Present
Assiduous Strategic Investments, LLC 2002 - 2013
Barclays 1998 - 2002
Goldman Sachs 1995 - 1998
Salomon Brothers 1993 - 1995
Skills
Trading, Investments, Fixed Income, Hedge Funds, Asset Management, Capital Markets, Finance, Portfolio Management, Equities, Alternative Investments, Management, Valuation, Due Diligence, Financial Modeling, Venture Capital, Mergers & Acquisitions, Proprietary Trading, Analysis, Private Equity, Entrepreneurship
Education
UNC Chapel Hill 1991 — 1993
Master of Business Administration (MBA), Business Administration and Management, General
UNC Chapel Hill 1982 — 1986
Bachelor of Arts (B.A.), Economics
Canopy Financial Advisors, LLC 2013 - Present
Assiduous Strategic Investments, LLC 2002 - 2013
Barclays 1998 - 2002
Goldman Sachs 1995 - 1998
Salomon Brothers 1993 - 1995
Skills
Trading, Investments, Fixed Income, Hedge Funds, Asset Management, Capital Markets, Finance, Portfolio Management, Equities, Alternative Investments, Management, Valuation, Due Diligence, Financial Modeling, Venture Capital, Mergers & Acquisitions, Proprietary Trading, Analysis, Private Equity, Entrepreneurship
Education
UNC Chapel Hill 1991 — 1993
Master of Business Administration (MBA), Business Administration and Management, General
UNC Chapel Hill 1982 — 1986
Bachelor of Arts (B.A.), Economics
Tad Dillon's Salomon Brothers Experience 1986 - 1997
Job Head of Sales and Research at Capstone Investments
Industry Financial Services
Experience
Capstone Investments May 2009 - Present
Salomon Brothers 1986 - 1997
Education
Emory University 1970 — 1971
MBa, Finance
University of North Carolina at Chapel Hill
BS in Business and Accounting, business
Capstone Investments May 2009 - Present
Salomon Brothers 1986 - 1997
Education
Emory University 1970 — 1971
MBa, Finance
University of North Carolina at Chapel Hill
BS in Business and Accounting, business
Nestor Dominguez's Salomon Brothers Experience 1993 - 1998
Job Senior Portfolio Manager, Head of Credit at Carlson Capital
Industry Investment Management
Experience
Carlson Capital Managing Director-Global Structured CreditCitigroup1999 - 2008
Salomon Brothers 1993 - 1998
Bear Stearns 1992 - 1992
Credit Suisse 1987 - 1991
Federal Reserve Bank of New York 1984 - 1987
The Brookings Institution 1983 - 1984
Education
University of Maryland College Park 1981 — 1984
Ph.D., Econometrics
University of Wisconsin-Madison 1978 — 1980
BA, MS, Math, Economics
Carlson Capital Managing Director-Global Structured CreditCitigroup1999 - 2008
Salomon Brothers 1993 - 1998
Bear Stearns 1992 - 1992
Credit Suisse 1987 - 1991
Federal Reserve Bank of New York 1984 - 1987
The Brookings Institution 1983 - 1984
Education
University of Maryland College Park 1981 — 1984
Ph.D., Econometrics
University of Wisconsin-Madison 1978 — 1980
BA, MS, Math, Economics
John Mullin's Salomon Brothers Experience September 1996 - January 1998
Job Senior Portfolio Manager at Lebenthal Asset Management
Industry Financial Services
Experience
Lebenthal Asset Management February 2014 - Present
The Roosevelt Investment Group February 2012 - January 2014
Mesirow Financial November 2008 - January 2012
Bear Stearns Asset Management June 2005 - October 2008
Prism Global Advisors, LLC/Global Guardian Group, LLC May 2002 - June 2005
ABN AMRO Bank N.V. February 1998 - February 2001
Salomon Brothers September 1996 - January 1998
Smith Barney May 1994 - September 1996
Federal Reserve Bank of New York September 1989 - May 1994
Skills
Hedge Funds, Alternative Investments, Asset Management, Equities
Education
University of California, Los Angeles 1984 — 1989
PhD, Economics
University of California, Berkeley 1977 — 1981
BA, History and Economics
Lebenthal Asset Management February 2014 - Present
The Roosevelt Investment Group February 2012 - January 2014
Mesirow Financial November 2008 - January 2012
Bear Stearns Asset Management June 2005 - October 2008
Prism Global Advisors, LLC/Global Guardian Group, LLC May 2002 - June 2005
ABN AMRO Bank N.V. February 1998 - February 2001
Salomon Brothers September 1996 - January 1998
Smith Barney May 1994 - September 1996
Federal Reserve Bank of New York September 1989 - May 1994
Skills
Hedge Funds, Alternative Investments, Asset Management, Equities
Education
University of California, Los Angeles 1984 — 1989
PhD, Economics
University of California, Berkeley 1977 — 1981
BA, History and Economics
Hoki Luk's Salomon Brothers Experience 1999 - 2001
Job Managing Partner at Western Bridge, LLC
Industry Financial Services
Experience
Western Bridge, LLC 2009 - Present
Citigroup 2007 - 2009
Sivik Global Healthcare December 2005 - November 2007
UBS 2002 - 2004
CSFB 2001 - 2002
Salomon Brothers 1999 - 2001
Skills
Private Equity, Healthcare, Biotechnology
Education
University of California, Berkeley, Haas School of Business
BS, Business Administration
Western Bridge, LLC 2009 - Present
Citigroup 2007 - 2009
Sivik Global Healthcare December 2005 - November 2007
UBS 2002 - 2004
CSFB 2001 - 2002
Salomon Brothers 1999 - 2001
Skills
Private Equity, Healthcare, Biotechnology
Education
University of California, Berkeley, Haas School of Business
BS, Business Administration
Jerry Hartzog's Salomon Brothers Experience 1985 - 1988
Job Principal at Charleston Financial Analytics LLC
Industry Financial Services
Experience
Charleston Financial Analytics LLC March 1999 - Present
Cortview Capital Markets December 2010 - October 2012
Charleston Financial Analytics, LLC March 1999 - November 2010
JPMorgan March 1997 - March 1999
UBS-PaineWebber August 1992 - March 1997
Federal Home Loan Bank of San Francisco August 1989 - August 1992
Salomon Brothers 1985 - 1988
Skills
Fixed Income, Derivatives, Valuation, Investments, Risk Management, Trading, Mortgage Lending, Finance, Capital Markets, Hedging, Securities, Bonds, Portfolio Management, Equities, Residential Mortgages, Financial Structuring, Structured Finance, Credit Derivatives, Bloomberg, MBS, ABS, Structured Products, Interest Rate..., Hedge Funds, ALM, Stress Testing, Expert Witness, Mortgage, Expert Witness Testimony, Agricultural Economics
Education
University of Alabama
PhD, Finance
Wofford College
BA, Economics
Charleston Financial Analytics LLC March 1999 - Present
Cortview Capital Markets December 2010 - October 2012
Charleston Financial Analytics, LLC March 1999 - November 2010
JPMorgan March 1997 - March 1999
UBS-PaineWebber August 1992 - March 1997
Federal Home Loan Bank of San Francisco August 1989 - August 1992
Salomon Brothers 1985 - 1988
Skills
Fixed Income, Derivatives, Valuation, Investments, Risk Management, Trading, Mortgage Lending, Finance, Capital Markets, Hedging, Securities, Bonds, Portfolio Management, Equities, Residential Mortgages, Financial Structuring, Structured Finance, Credit Derivatives, Bloomberg, MBS, ABS, Structured Products, Interest Rate..., Hedge Funds, ALM, Stress Testing, Expert Witness, Mortgage, Expert Witness Testimony, Agricultural Economics
Education
University of Alabama
PhD, Finance
Wofford College
BA, Economics
Carl Tack's Salomon Brothers Experience 1984 - 1990
Job Professor of Finance at College of William and Mary
Industry Investment Banking
Experience
Tredegar Corporation February 2014 - Present
College of William and Mary January 2014 - Present
London Business School January 2010 - October 2012
Delta Partners Group January 2011 - May 2012
Deutsche Bank 1996 - 2009
Merrill Lynch 1991 - 1996
Salomon Brothers 1984 - 1990
Skills
Investment Banking, Banking, Corporate Finance, Finance, Management, Emerging Markets, Private Equity, Telecommunications, Business Transformation
Education
University of Chicago Law School 1978 — 1981
JD, Law
College of William and Mary 1974 — 1978
BA (High Honors), Economics
Tredegar Corporation February 2014 - Present
College of William and Mary January 2014 - Present
London Business School January 2010 - October 2012
Delta Partners Group January 2011 - May 2012
Deutsche Bank 1996 - 2009
Merrill Lynch 1991 - 1996
Salomon Brothers 1984 - 1990
Skills
Investment Banking, Banking, Corporate Finance, Finance, Management, Emerging Markets, Private Equity, Telecommunications, Business Transformation
Education
University of Chicago Law School 1978 — 1981
JD, Law
College of William and Mary 1974 — 1978
BA (High Honors), Economics
Norman Reynolds's Salomon Brothers Experience May 1991 - October 1998
Job Computer Professional
Industry Computer Software
Experience
Verizon Data Services October 2010 - November 2011
JP Morgan 2008 - 2009
JPMorgan Chase March 2008 - December 2008
Bear Stearns October 1998 - March 2008
Salomon Brothers May 1991 - October 1998
General Electric M&DSO May 1981 - May 1991
Skills
Architecture, Microsoft SQL Server, Requirements Analysis, Perl, Visio, Prime Brokerage, Virtualization, Enterprise Software, Fixed Income, Testing, Unix Shell Scripting, Database Design, Business Analysis, Integration, Networking, Risk Management, Programming, Hardware, SharePoint, VBA, Linux, Oracle, Trading Systems, Software Documentation, Data Warehousing, DB2, Systems Analysis, JCL, TSO, Solaris, Electronic Trading, Data Center, Autosys, Equities, Disaster Recovery, Active Directory, Enterprise Architecture, Windows Server, Software Installation, Databases, Software Project..., SDLC, Unix, Windows, SQL, MVS, NDM, Sybase, COBOL, XML
Education
University of Delaware 1978 — 1981
BS, Computer and Information Science
Verizon Data Services October 2010 - November 2011
JP Morgan 2008 - 2009
JPMorgan Chase March 2008 - December 2008
Bear Stearns October 1998 - March 2008
Salomon Brothers May 1991 - October 1998
General Electric M&DSO May 1981 - May 1991
Skills
Architecture, Microsoft SQL Server, Requirements Analysis, Perl, Visio, Prime Brokerage, Virtualization, Enterprise Software, Fixed Income, Testing, Unix Shell Scripting, Database Design, Business Analysis, Integration, Networking, Risk Management, Programming, Hardware, SharePoint, VBA, Linux, Oracle, Trading Systems, Software Documentation, Data Warehousing, DB2, Systems Analysis, JCL, TSO, Solaris, Electronic Trading, Data Center, Autosys, Equities, Disaster Recovery, Active Directory, Enterprise Architecture, Windows Server, Software Installation, Databases, Software Project..., SDLC, Unix, Windows, SQL, MVS, NDM, Sybase, COBOL, XML
Education
University of Delaware 1978 — 1981
BS, Computer and Information Science
Kathy (Lucey) Laughlin's Salomon Brothers Experience 1996 - 1998
Job Executive Director at The Vertile Foundation
Industry Nonprofit Organization Management
Experience
The Vertile Foundation 2012 - Present
BDW February 2013 - December 2013
Streetside Studios 2012 - 2013
JPMorgan Chase 1999 - 2001
Prudential Financial 1998 - 1999
Salomon Brothers 1996 - 1998
Skills
Fundraising, Institutional, Marketing, Social Media Marketing, Volunteer Management
Education
University of Colorado Boulder 1987 — 1991
Bachelor of Science (B.S.), Marketing
Hingham High School 1984 — 1987
The Vertile Foundation 2012 - Present
BDW February 2013 - December 2013
Streetside Studios 2012 - 2013
JPMorgan Chase 1999 - 2001
Prudential Financial 1998 - 1999
Salomon Brothers 1996 - 1998
Skills
Fundraising, Institutional, Marketing, Social Media Marketing, Volunteer Management
Education
University of Colorado Boulder 1987 — 1991
Bachelor of Science (B.S.), Marketing
Hingham High School 1984 — 1987
Christina Bender's Salomon Brothers Experience July 1994 - June 1996
Job SVP, Corporate Workplace Executive at Bank of America
Industry Financial Services
Experience
Bank of America October 2010 - Present
Bank of America January 2010 - October 2010
Bank of America March 2005 - October 2006
Bank of America October 2003 - March 2005
Banc of America Securities July 1998 - May 2003
Interstate /Johnson Lane July 1996 - July 1998
Salomon Brothers July 1994 - June 1996
Skills
Investments, Series 7, Strategic Financial..., Securities, Equities, Financial Analysis, Series 63, Banking, Finance
Education
UNC Chapel Hill 1990 — 1994
Bachelor of Science in Business Administration (BS), Finance
Bank of America October 2010 - Present
Bank of America January 2010 - October 2010
Bank of America March 2005 - October 2006
Bank of America October 2003 - March 2005
Banc of America Securities July 1998 - May 2003
Interstate /Johnson Lane July 1996 - July 1998
Salomon Brothers July 1994 - June 1996
Skills
Investments, Series 7, Strategic Financial..., Securities, Equities, Financial Analysis, Series 63, Banking, Finance
Education
UNC Chapel Hill 1990 — 1994
Bachelor of Science in Business Administration (BS), Finance
Barbara Daney CPA's Salomon Brothers Experience 1989 - 1994
Job Independent Accounting Professional
Industry Accounting
Experience
Overlook Hospital Foundation 2011 - Present
New Eyes for the Needy 2007 - Present
New Eyes for the Needy 2007 - Present
Salomon Brothers 1989 - 1994
National Accounting Firm 1985 - 1989
Skills
Asset Management, Project Planning, Investments, Budgets, Strategic Planning, Nonprofits, Auditing, Financial Reporting
Education
University of Illinois at Urbana-Champaign - College of Business 1981 — 1985
Bachelor of Science in Business Admisinistration, Accounting
Overlook Hospital Foundation 2011 - Present
New Eyes for the Needy 2007 - Present
New Eyes for the Needy 2007 - Present
Salomon Brothers 1989 - 1994
National Accounting Firm 1985 - 1989
Skills
Asset Management, Project Planning, Investments, Budgets, Strategic Planning, Nonprofits, Auditing, Financial Reporting
Education
University of Illinois at Urbana-Champaign - College of Business 1981 — 1985
Bachelor of Science in Business Admisinistration, Accounting
Lawrence Goodman's Salomon Brothers Experience 1993 - 1997
Job President at Center for Financial Stability, Inc.
Industry
Experience
Center for Financial Stability, Inc. 2010 - Present
Bank of America 2005 - 2009
US Treasury 2003 - 2005
Globalecon LLC 1999 - 2003
Santander Investment 1997 - 1999
Salomon Brothers 1993 - 1997
Bank of America 1987 - 1993
Education
University of Pennsylvania 1981 — 1985
BA, Economics / Natural Sciences
University of California, Berkeley 1990 — 1993
MBA, Finance
The New School 1999 — 2001
Ph.D. studies, Economics
Center for Financial Stability, Inc. 2010 - Present
Bank of America 2005 - 2009
US Treasury 2003 - 2005
Globalecon LLC 1999 - 2003
Santander Investment 1997 - 1999
Salomon Brothers 1993 - 1997
Bank of America 1987 - 1993
Education
University of Pennsylvania 1981 — 1985
BA, Economics / Natural Sciences
University of California, Berkeley 1990 — 1993
MBA, Finance
The New School 1999 — 2001
Ph.D. studies, Economics
Mark Makowsky's Salomon Brothers Experience 1988 - 1998
Job First Data Corporation
Industry Banking
Experience
First Data Corporation November 2014 - Present
JPMorgan Chase October 2005 - October 2014
Citigroup October 2002 - October 2005
Prudential Financial 1998 - 2001
Salomon Brothers 1988 - 1998
Merrill Lynch 1986 - 1988
Skills
Business Intelligence, Investment Banking, Analysis, Strategy, Strategic Planning, Fixed Income, Derivatives, Equities, Project Planning, Capital Markets, Risk Management
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Fianace, Information Systems
University at Albany, SUNY 1978 — 1983
BS, Accounting
First Data Corporation November 2014 - Present
JPMorgan Chase October 2005 - October 2014
Citigroup October 2002 - October 2005
Prudential Financial 1998 - 2001
Salomon Brothers 1988 - 1998
Merrill Lynch 1986 - 1988
Skills
Business Intelligence, Investment Banking, Analysis, Strategy, Strategic Planning, Fixed Income, Derivatives, Equities, Project Planning, Capital Markets, Risk Management
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Fianace, Information Systems
University at Albany, SUNY 1978 — 1983
BS, Accounting
Kim Nordmo's Salomon Brothers Experience 1995 - 1996
Job Chief Investment Officer at Artience Capital Management
Industry Investment Management
Experience
Artience Capital Management DirectorCredit Suisse1999 - 2007
JPMorgan Chase 1996 - 1999
Salomon Brothers 1995 - 1996
Skills
Alternative Investments, Asset Managment, Asset Allocation, Hedge Funds, Fixed Income, Capital Markets, Equities, Bloomberg, Investment Management, Mutual Funds, Asset Management
Education
New York University, Stern School of Business 1994 — 1996
MBA, Finance
UCLA
BA
Artience Capital Management DirectorCredit Suisse1999 - 2007
JPMorgan Chase 1996 - 1999
Salomon Brothers 1995 - 1996
Skills
Alternative Investments, Asset Managment, Asset Allocation, Hedge Funds, Fixed Income, Capital Markets, Equities, Bloomberg, Investment Management, Mutual Funds, Asset Management
Education
New York University, Stern School of Business 1994 — 1996
MBA, Finance
UCLA
BA
Paul L. Tracy's Salomon Brothers Experience 1986 - 1988
Job Owner, The Winter Harbor Agency
Industry Insurance
Experience
The Winter Harbor Agency June 1989 - Present
City of NYC 1988 - 1989
Salomon Brothers 1986 - 1988
Education
University of Maine 1981 — 1985
BS, Business Administration/Finance
College of Insurance
General Insurance
The Winter Harbor Agency June 1989 - Present
City of NYC 1988 - 1989
Salomon Brothers 1986 - 1988
Education
University of Maine 1981 — 1985
BS, Business Administration/Finance
College of Insurance
General Insurance
Nestor Dominguez's Salomon Brothers Experience January 1993 - 1999
Job Portfolio Manager Head of Credit Investments at Carlson Capital, LP
Industry Investment Management
Experience
Carlson Capital, LP June 2008 - Present
Citigroup 1999 - 2008
Salomon Brothers January 1993 - 1999
Skills
High Yield, Relative Value, Alternative Investments, Hedge Funds, Fixed Income, CLO, Structured Products, Credit Derivatives, CDS, Equities, Portfolio Optimization, Fixed Income Analysis, Buy-side, Portfolio Management, Capital Markets, Investments, Investment Banking, Derivatives, Asset Management, Valuation, Private Equity, Financial Modeling, Bloomberg, Structured Finance
Education
University of Maryland College Park 1980 — 1984
Ph.D, Economics
University of Wisconsin-Madison 1978 — 1980
MS, Economics
Carlson Capital, LP June 2008 - Present
Citigroup 1999 - 2008
Salomon Brothers January 1993 - 1999
Skills
High Yield, Relative Value, Alternative Investments, Hedge Funds, Fixed Income, CLO, Structured Products, Credit Derivatives, CDS, Equities, Portfolio Optimization, Fixed Income Analysis, Buy-side, Portfolio Management, Capital Markets, Investments, Investment Banking, Derivatives, Asset Management, Valuation, Private Equity, Financial Modeling, Bloomberg, Structured Finance
Education
University of Maryland College Park 1980 — 1984
Ph.D, Economics
University of Wisconsin-Madison 1978 — 1980
MS, Economics
Costas C. Hamakiotes's Salomon Brothers Experience June 1990 - March 1995
Job Managing Director at Cantor Fitzgerald
Industry Investment Management
Experience
Cantor Fitzgerald April 2011 - Present
CCH Capital Management & Research, LLC April 2010 - April 2011
Malbec Partners - FFTW - Chartered Atlantic - BNP February 2009 - April 2010
GSA - Global Securities Advisors January 2003 - January 2009
Lehman Brothers February 1996 - December 2002
CSFB - Credit Suisse First Boston March 1995 - February 1996
Salomon Brothers June 1990 - March 1995
Rocketdyne Division of Rockwell International February 1989 - June 1990
Astron Research and Engineering August 1988 - February 1989
Skills
Arbitrage, Relative Value, Quant, Emerging Markets, Fixed Income, Hedge Funds, Portfolio Management, Global Macro, Statistical Arbitrage, Proprietary Trading, Money, Volatility, Bonds, CDS, Swaps, Bloomberg, Hedging, Interest Rate..., Derivatives, Trading, Capital Markets, Securities, Asset Management, Traders, Risk Management, Investment Banking, Credit, Alternative Investments, Trading Strategies, Fixed Income Trading, Fund Of Funds, Asset Managment, Equity Trading, Credit Derivatives, Equity Derivatives, Investment Strategies, Currency, Financial Structuring, Structured Finance, Trading Systems, Structured Products, Quantitative Investing, ETFs, Financial Markets, High Yield, Commodity
Education
University of California, Berkeley 1987 — 1988
Ph.D., Mechanical Engineering - Fluid Mechanics
University of California, Berkeley 1983 — 1987
M.Sc., Mechanical Engineering - Fluid Mechanics
University of California, Berkeley 1979 — 1983
B.Sc., Chemical Engineering
Cantor Fitzgerald April 2011 - Present
CCH Capital Management & Research, LLC April 2010 - April 2011
Malbec Partners - FFTW - Chartered Atlantic - BNP February 2009 - April 2010
GSA - Global Securities Advisors January 2003 - January 2009
Lehman Brothers February 1996 - December 2002
CSFB - Credit Suisse First Boston March 1995 - February 1996
Salomon Brothers June 1990 - March 1995
Rocketdyne Division of Rockwell International February 1989 - June 1990
Astron Research and Engineering August 1988 - February 1989
Skills
Arbitrage, Relative Value, Quant, Emerging Markets, Fixed Income, Hedge Funds, Portfolio Management, Global Macro, Statistical Arbitrage, Proprietary Trading, Money, Volatility, Bonds, CDS, Swaps, Bloomberg, Hedging, Interest Rate..., Derivatives, Trading, Capital Markets, Securities, Asset Management, Traders, Risk Management, Investment Banking, Credit, Alternative Investments, Trading Strategies, Fixed Income Trading, Fund Of Funds, Asset Managment, Equity Trading, Credit Derivatives, Equity Derivatives, Investment Strategies, Currency, Financial Structuring, Structured Finance, Trading Systems, Structured Products, Quantitative Investing, ETFs, Financial Markets, High Yield, Commodity
Education
University of California, Berkeley 1987 — 1988
Ph.D., Mechanical Engineering - Fluid Mechanics
University of California, Berkeley 1983 — 1987
M.Sc., Mechanical Engineering - Fluid Mechanics
University of California, Berkeley 1979 — 1983
B.Sc., Chemical Engineering
Paul Greenberg's Salomon Brothers Experience July 1997 - June 1998
Job Ruane, Cunniff & Goldfarb
Industry Financial Services
Experience
Ruane, Cunniff & Goldfarb February 2013 - Present
BlackRock, Inc. July 1998 - January 2013
Salomon Brothers July 1997 - June 1998
AllianceBernstein April 1992 - June 1997
Skills
Asset Managment, Hedge Funds, Fixed Income, Broker / Dealers, Mutual Funds, Risk Management, Asset Management, Alternative Investments, Equities, Corporate Finance, Derivatives, ETFs, FINRA, Financial Analysis, Finance, Financial Modeling, Financial Services, Fund Accounting, Fund Of Funds, Financial Markets, Investment Advisory, Investments, Investment Management, Securities, Wealth Management, Bloomberg, Capital Markets, Accounting
Education
University of Connecticut
MBA, Finance
Ruane, Cunniff & Goldfarb February 2013 - Present
BlackRock, Inc. July 1998 - January 2013
Salomon Brothers July 1997 - June 1998
AllianceBernstein April 1992 - June 1997
Skills
Asset Managment, Hedge Funds, Fixed Income, Broker / Dealers, Mutual Funds, Risk Management, Asset Management, Alternative Investments, Equities, Corporate Finance, Derivatives, ETFs, FINRA, Financial Analysis, Finance, Financial Modeling, Financial Services, Fund Accounting, Fund Of Funds, Financial Markets, Investment Advisory, Investments, Investment Management, Securities, Wealth Management, Bloomberg, Capital Markets, Accounting
Education
University of Connecticut
MBA, Finance
Katherine Cope's Salomon Brothers Experience July 1990 - May 1994
Job Independent Management Consulting Professional
Industry Management Consulting
Experience
AT Kearney September 2003 - February 2005
Towers Perrin 2000 - 2000
NatWest Markets September 1996 - April 1998
Merrill Lynch June 1994 - September 1996
Salomon Brothers July 1990 - May 1994
Skills
Strategic Planning, Business Development..., Finance, Accounting, Corporate Budgeting, Fundraising, Marketing
Education
University of California, Berkeley - Walter A. Haas School of Business 1999 — 2001
Masters of Business Administration (MBA), Consulting, Finance, Marketing, and Brand Management
University of Pennsylvania - The Wharton School 1986 — 1990
Bachelor of Science (B.S.) in Economics, Concentrations in Finance and Accounting
AT Kearney September 2003 - February 2005
Towers Perrin 2000 - 2000
NatWest Markets September 1996 - April 1998
Merrill Lynch June 1994 - September 1996
Salomon Brothers July 1990 - May 1994
Skills
Strategic Planning, Business Development..., Finance, Accounting, Corporate Budgeting, Fundraising, Marketing
Education
University of California, Berkeley - Walter A. Haas School of Business 1999 — 2001
Masters of Business Administration (MBA), Consulting, Finance, Marketing, and Brand Management
University of Pennsylvania - The Wharton School 1986 — 1990
Bachelor of Science (B.S.) in Economics, Concentrations in Finance and Accounting
Ty Duong's Salomon Brothers Experience May 1994 - August 1995
Job Global Platform Solution, Project Manager at ACNielsen
Industry Hospital & Health Care
Experience
ACNielsen March 2011 - Present
Baxter Healthcare August 1995 - 2010
Citi 1998 - 1999
Citi 1998 - 1999
Citi 1998 - 1999
Salomon Brothers May 1994 - August 1995
First Chicago June 1992 - May 1994
Panasonic September 1989 - June 1992
Skills
Enterprise Architecture, SDLC, Integration, IT Management, ITIL, Vendor Management, Disaster Recovery, Requirements Analysis, Business Analysis, Unix, Solution Architecture, Solaris, Infrastructure, Program Management, Agile Methodologies, IT Service Management, Outsourcing, Business Process..., Process Improvement, Enterprise Software, PMP, Project Management
Education
University of Illinois at Chicago 1986 — 1989
BSEE
ACNielsen March 2011 - Present
Baxter Healthcare August 1995 - 2010
Citi 1998 - 1999
Citi 1998 - 1999
Citi 1998 - 1999
Salomon Brothers May 1994 - August 1995
First Chicago June 1992 - May 1994
Panasonic September 1989 - June 1992
Skills
Enterprise Architecture, SDLC, Integration, IT Management, ITIL, Vendor Management, Disaster Recovery, Requirements Analysis, Business Analysis, Unix, Solution Architecture, Solaris, Infrastructure, Program Management, Agile Methodologies, IT Service Management, Outsourcing, Business Process..., Process Improvement, Enterprise Software, PMP, Project Management
Education
University of Illinois at Chicago 1986 — 1989
BSEE
Kristin Peabody's Salomon Brothers Experience 1992 - 1998
Job CPA Experienced Accounting and Auditing Professional
Industry Financial Services
Experience
Department of Social Services March 2009 - July 2012
First Data Corporation 1998 - 2004
Salomon Brothers 1992 - 1998
Skills
Accounting, Non-profits, Budgets, Financial Reporting, Microsoft Excel, Payroll, Nonprofits, Account Reconciliation
Education
SUNY Albany 1986 — 1990
B.S. Accounting, Accounting
Department of Social Services March 2009 - July 2012
First Data Corporation 1998 - 2004
Salomon Brothers 1992 - 1998
Skills
Accounting, Non-profits, Budgets, Financial Reporting, Microsoft Excel, Payroll, Nonprofits, Account Reconciliation
Education
SUNY Albany 1986 — 1990
B.S. Accounting, Accounting
Dan Gutrich's Salomon Brothers Experience 1996 - 1998
Job Accredited Investor Diligence Expert
Industry Financial Services
Experience
Certified506 June 2014 - Present
Vintage Partners Securities January 2012 - May 2014
ePlan Services, Inc. August 1999 - December 2012
Gallagher Industries August 1998 - August 1999
Salomon Brothers 1996 - 1998
Unitied International Holdings 1995 - 1996
Baring Securities May 1994 - August 1994
W.I. Carr Banque Indosuez May 1993 - August 1993
Skills
Investments, Mutual Funds, Wealth Management, Retirement, Retirement Planning, Financial Analysis, Venture Capital, New Business Development, Alternative Investments
Education
University of Notre Dame 1991 — 1995
Bachelors, Economics
La Universidad de la Catolica, Santiago, Chile
International Study Program
Certified506 June 2014 - Present
Vintage Partners Securities January 2012 - May 2014
ePlan Services, Inc. August 1999 - December 2012
Gallagher Industries August 1998 - August 1999
Salomon Brothers 1996 - 1998
Unitied International Holdings 1995 - 1996
Baring Securities May 1994 - August 1994
W.I. Carr Banque Indosuez May 1993 - August 1993
Skills
Investments, Mutual Funds, Wealth Management, Retirement, Retirement Planning, Financial Analysis, Venture Capital, New Business Development, Alternative Investments
Education
University of Notre Dame 1991 — 1995
Bachelors, Economics
La Universidad de la Catolica, Santiago, Chile
International Study Program
Stephen Eason's Salomon Brothers Experience 1983 - 1988
Job Senior EVP at Amundi Smith Breeden
Industry Investment Management
Experience
Amundi Smith Breeden 1988 - Present
Salomon Brothers 1983 - 1988
Education
Wharton School, University of Pennsylvania
MBA
University of Arkansas at Fayetteville
Batchelor of Science
Amundi Smith Breeden 1988 - Present
Salomon Brothers 1983 - 1988
Education
Wharton School, University of Pennsylvania
MBA
University of Arkansas at Fayetteville
Batchelor of Science
Jim Takeuchi's Salomon Brothers Experience May 1986 - September 1996
Job CFO at IPC (USA) Inc
Industry Oil & Energy
Experience
IPC (USA) Inc June 2011 - Present
Chemoil Corporation March 2004 - May 2011
Itochu Petroleum Japan Ltd July 2002 - February 2004
Hiramatsu & Takeuchi LLC May 1998 - June 2002
Salomon Brothers May 1986 - September 1996
Education
University of California, Berkeley 1974 — 1977
Master of Business Administration (M.B.A.)
University of California, Berkeley 1971 — 1974
Bachelor's Degree, Industrial Engineering
University of San Francisco 1970 — 1971
Pre-Engineering
IPC (USA) Inc June 2011 - Present
Chemoil Corporation March 2004 - May 2011
Itochu Petroleum Japan Ltd July 2002 - February 2004
Hiramatsu & Takeuchi LLC May 1998 - June 2002
Salomon Brothers May 1986 - September 1996
Education
University of California, Berkeley 1974 — 1977
Master of Business Administration (M.B.A.)
University of California, Berkeley 1971 — 1974
Bachelor's Degree, Industrial Engineering
University of San Francisco 1970 — 1971
Pre-Engineering
Steve NcNulty's Salomon Brothers Experience January 1999 - December 1999
Job Principal at McNulty Capital
Industry Investment Management
Experience
McNulty Capital January 2009 - Present
Newedge December 1999 - January 2009
Salomon Brothers January 1999 - December 1999
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Options Strategies, Trading Systems, Electronic Trading, Trading, Options, Options Pricing, Market Analysis, generate trade ideas, Risk Management, Market Risk, Risk Analysis, Stock Trading, Equity Trading, Trading Strategies, Trading Technology, Trading Platforms, Volatility, Proprietary Trading, Market Making, Hedging, Bloomberg, ETFs, Smart Order Routing
Education
UCLA 1982 — 1987
Bachelor's degree, Economics
McNulty Capital January 2009 - Present
Newedge December 1999 - January 2009
Salomon Brothers January 1999 - December 1999
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Options Strategies, Trading Systems, Electronic Trading, Trading, Options, Options Pricing, Market Analysis, generate trade ideas, Risk Management, Market Risk, Risk Analysis, Stock Trading, Equity Trading, Trading Strategies, Trading Technology, Trading Platforms, Volatility, Proprietary Trading, Market Making, Hedging, Bloomberg, ETFs, Smart Order Routing
Education
UCLA 1982 — 1987
Bachelor's degree, Economics
Theodore Kuh's Salomon Brothers Experience 1994 - 1999
Job Strategic Advisor / Private Investor
Industry Financial Services
Experience
University of California, Berkeley, Haas School of Business 2012 - Present
Citigroup Global Markets 2009 - 2012
Citigroup Global Markets 2008 - 2009
Citigroup Global Markets 1999 - 2008
Salomon Brothers 1994 - 1999
Sutro & Co. Incorporated 1990 - 1994
Merrill Lynch Capital Markets 1987 - 1990
Coopers & Lybrand 1982 - 1985
Education
Wharton School, University of Pennsylvania 1985 — 1987
Master of Business Administration (MBA)
University of California, Berkeley 1978 — 1982
Bachelor of Science (BS)
University of California, Berkeley, Haas School of Business 2012 - Present
Citigroup Global Markets 2009 - 2012
Citigroup Global Markets 2008 - 2009
Citigroup Global Markets 1999 - 2008
Salomon Brothers 1994 - 1999
Sutro & Co. Incorporated 1990 - 1994
Merrill Lynch Capital Markets 1987 - 1990
Coopers & Lybrand 1982 - 1985
Education
Wharton School, University of Pennsylvania 1985 — 1987
Master of Business Administration (MBA)
University of California, Berkeley 1978 — 1982
Bachelor of Science (BS)
Linda Goldberg's Salomon Brothers Experience 1990 - 1995
Job Owner at Creative Cuisine Personal Chef Service
Industry Food & Beverages
Experience
Creative Cuisine Personal Chef Service September 1997 - Present
United Asset Management 1995 - 1997
Salomon Brothers 1990 - 1995
Skills
Cooking, Culinary Skills, Food, Menu Development, Catering, Recipes, Cuisine, Food Service, Gourmet, Food Safety, Food Industry, Food Preparation, Baking, Fine Dining, Chef, Event Management, Event Planning
Education
Institute for Culinary Education
Blue Ribbon Graduate, Culinary Arts/Chef Training
UCLA
Creative Cuisine Personal Chef Service September 1997 - Present
United Asset Management 1995 - 1997
Salomon Brothers 1990 - 1995
Skills
Cooking, Culinary Skills, Food, Menu Development, Catering, Recipes, Cuisine, Food Service, Gourmet, Food Safety, Food Industry, Food Preparation, Baking, Fine Dining, Chef, Event Management, Event Planning
Education
Institute for Culinary Education
Blue Ribbon Graduate, Culinary Arts/Chef Training
UCLA
Miyo Breton's Salomon Brothers Experience 1997 - 1998
Job Financial Services Professional
Industry Financial Services
Experience
McCormick Advisors 2003 - 2005
Skinmarket 2001 - 2003
Ants.com 1999 - 2001
A.G. Edwards 1998 - 1999
Salomon Brothers 1997 - 1998
Education
University of Massachusetts at Lowell 1990 — 1994
Bachelor of Business Administration (B.B.A.)
McCormick Advisors 2003 - 2005
Skinmarket 2001 - 2003
Ants.com 1999 - 2001
A.G. Edwards 1998 - 1999
Salomon Brothers 1997 - 1998
Education
University of Massachusetts at Lowell 1990 — 1994
Bachelor of Business Administration (B.B.A.)
Robert F. Townsend's Salomon Brothers Experience 1994 - 1994
Job Senior Economist at The World Bank
Industry International Trade and Development
Experience
The World Bank 2009 - Present
The World Bank 2008 - 2008
The World Bank 2002 - 2007
The World Bank 2000 - 2001
Salomon Brothers 1994 - 1994
Education
University of Pretoria 1995 — 1997
PhD
The University of Reading 1992 — 1993
MSc
University of KwaZulu-Natal / University of Natal 1988 — 1991
BSc
The World Bank 2009 - Present
The World Bank 2008 - 2008
The World Bank 2002 - 2007
The World Bank 2000 - 2001
Salomon Brothers 1994 - 1994
Education
University of Pretoria 1995 — 1997
PhD
The University of Reading 1992 — 1993
MSc
University of KwaZulu-Natal / University of Natal 1988 — 1991
BSc
Buzz Brown's Salomon Brothers Experience 1993 - 2001
Job c
Industry Financial Services
Experience
Carrington Investments 2010 - Present
Banc of California October 2013 - April 2014
Carrington Investment Services January 2010 - August 2013
Cerberus AB June 2007 - June 2009
New Century Mortgage 2002 - 2005
Salomon Brothers 1993 - 2001
JPMorgan Chase 1992 - 1993
Skills
Business Development, Contract Negotiation, Relationship Management, Sales, Sales Management, Capital Markets, Mortgage Banking, Mortgage Lending, Institutional Sales, Loans, Asset Management, Investments
Education
University of California, Los Angeles 1985 — 1987
Master of Business Administration (MBA), Finance and Financial Management Services
University of California, Berkeley 1977 — 1981
Bachelor of Arts (BA), Economics
Carrington Investments 2010 - Present
Banc of California October 2013 - April 2014
Carrington Investment Services January 2010 - August 2013
Cerberus AB June 2007 - June 2009
New Century Mortgage 2002 - 2005
Salomon Brothers 1993 - 2001
JPMorgan Chase 1992 - 1993
Skills
Business Development, Contract Negotiation, Relationship Management, Sales, Sales Management, Capital Markets, Mortgage Banking, Mortgage Lending, Institutional Sales, Loans, Asset Management, Investments
Education
University of California, Los Angeles 1985 — 1987
Master of Business Administration (MBA), Finance and Financial Management Services
University of California, Berkeley 1977 — 1981
Bachelor of Arts (BA), Economics
Oscar Bain's Salomon Brothers Experience September 1994 - October 1996
Job Founder
Industry Information Technology and Services
Experience
KWD Associates, LLC. January 2013 - Present
Bank of America January 2009 - October 2011
Merrill Lynch July 2008 - January 2009
Citi November 1996 - March 2008
Salomon Brothers September 1994 - October 1996
Skills
MongoDB, JavaScript, Investment Banking, Java, Electronic Trading, GWT, ActiveMQ, Trading Systems
Education
University of Alabama at Birmingham 1990 — 1993
Master of Science (MS), Materials Science
KWD Associates, LLC. January 2013 - Present
Bank of America January 2009 - October 2011
Merrill Lynch July 2008 - January 2009
Citi November 1996 - March 2008
Salomon Brothers September 1994 - October 1996
Skills
MongoDB, JavaScript, Investment Banking, Java, Electronic Trading, GWT, ActiveMQ, Trading Systems
Education
University of Alabama at Birmingham 1990 — 1993
Master of Science (MS), Materials Science
Facundo Vazquez's Salomon Brothers Experience September 1997 - February 1998
Job Managing Director at Itaú BBA
Industry
Experience
Itaú BBA July 2013 - Present
Bank of America Merrill Lynch February 2008 - July 2013
Santander Investment February 1998 - March 2008
Salomon Brothers September 1997 - February 1998
Skills
Equity Capital Markets, Capital Markets, Corporate Finance, Financial Modeling
Education
Universidad de Belgrano
Economist
Itaú BBA July 2013 - Present
Bank of America Merrill Lynch February 2008 - July 2013
Santander Investment February 1998 - March 2008
Salomon Brothers September 1997 - February 1998
Skills
Equity Capital Markets, Capital Markets, Corporate Finance, Financial Modeling
Education
Universidad de Belgrano
Economist
Salomon Smith Barney
Paine Webber
PaineWebber
Drexel Burnham Lambert
Salomon Brothers Inc.
Paine Webber, Inc
Soloman Smith Barney
Solomon Brothers