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
Frank Mayo Frank Mayo's Salomon Brothers Experience 1993 - 1995
Job Provider Network Manager / Government Business Divison at Amerigroup
Industry Hospital & Health Care
Experience
Amerigroup / Anthem May 2014 - Present
Mayo Consulting Group June 1997 - May 2013
Humana 1998 - 2001
Humana Military Healthcare Services 1995 - 1997
Salomon Brothers 1993 - 1995
US Navy 1987 - 1991
Skills
Contract Negotiation, Contract Management, Healthcare Management, Healthcare Consulting, Recruiting, Staffing Services, HMO, Financial Analysis, Government Contracting, Government Procurement, Managed Care, Healthcare, HIPAA, Team Building, Process Improvement, Medicaid, Medicare, Insurance, Strategic Planning
Education
University of South Florida - College of Business Administration
Accounting
Amerigroup / Anthem May 2014 - Present
Mayo Consulting Group June 1997 - May 2013
Humana 1998 - 2001
Humana Military Healthcare Services 1995 - 1997
Salomon Brothers 1993 - 1995
US Navy 1987 - 1991
Skills
Contract Negotiation, Contract Management, Healthcare Management, Healthcare Consulting, Recruiting, Staffing Services, HMO, Financial Analysis, Government Contracting, Government Procurement, Managed Care, Healthcare, HIPAA, Team Building, Process Improvement, Medicaid, Medicare, Insurance, Strategic Planning
Education
University of South Florida - College of Business Administration
Accounting
Teresa Wortman Teresa Wortman's Salomon Brothers Experience August 1991 - October 1998
Job Vice President Global Technology at JPMorgan Chase & Co.
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. September 2014 - Present
JP Morgan September 2013 - September 2014
J P Morgan March 2008 - September 2014
Bear Stearns April 1999 - March 2008
Salomon Brothers August 1991 - October 1998
Skills
Equities, Trading Systems, Management, Trading, Portfolio Management, Analysis, Quality Assurance, Fixed Income, Investment Banking, Middle Office, Market Data, Electronic Trading, Mergers & Acquisitions, Financial Services, Software Documentation, Derivatives, Securities, Hedge Funds, Options
Education
University of South Florida
BA, Marketing, Business
JPMorgan Chase & Co. September 2014 - Present
JP Morgan September 2013 - September 2014
J P Morgan March 2008 - September 2014
Bear Stearns April 1999 - March 2008
Salomon Brothers August 1991 - October 1998
Skills
Equities, Trading Systems, Management, Trading, Portfolio Management, Analysis, Quality Assurance, Fixed Income, Investment Banking, Middle Office, Market Data, Electronic Trading, Mergers & Acquisitions, Financial Services, Software Documentation, Derivatives, Securities, Hedge Funds, Options
Education
University of South Florida
BA, Marketing, Business
Jeff Patella Jeff Patella's Salomon Brothers Experience 1995 - 1998
Job Business Owner at Patella Investments, LLC
Industry Real Estate
Experience
Patella Investments, LLC 2006 - Present
iCoREM LLC 2011 - 2015
RealPage, Inc. 2008 - 2010
RealPage, Inc. 2006 - 2008
Citigroup, CitiCapital Commercial Leasing 2005 - 2006
Citigroup, CitiCapital Commercial Leasing 2003 - 2005
Citigroup, SalomonSmithBarney 1999 - 2003
Citigroup, SalomonSmithBarney 1998 - 1999
Salomon Brothers 1995 - 1998
Salomon Brothers 1991 - 1995
Skills
Management, Portfolio Management, Leadership, Business Analysis, Process Improvement, Vendor Management, Risk Management, Team Building, CRM, Business Development, Project Management, Fixed Income, Strategy, Account Management, Strategic Planning, Financial Services, Business Process..., Prime Brokerage, Change Management, Team Management, Business Process, Microsoft Office, SharePoint, Microsoft Excel, Middle Office, Operations Management, Analytics, Customer Service, Budgets, Team Leadership
Education
University of South Florida 1986 — 1990
Bachelors of Science Degree, Business & Finance
Patella Investments, LLC 2006 - Present
iCoREM LLC 2011 - 2015
RealPage, Inc. 2008 - 2010
RealPage, Inc. 2006 - 2008
Citigroup, CitiCapital Commercial Leasing 2005 - 2006
Citigroup, CitiCapital Commercial Leasing 2003 - 2005
Citigroup, SalomonSmithBarney 1999 - 2003
Citigroup, SalomonSmithBarney 1998 - 1999
Salomon Brothers 1995 - 1998
Salomon Brothers 1991 - 1995
Skills
Management, Portfolio Management, Leadership, Business Analysis, Process Improvement, Vendor Management, Risk Management, Team Building, CRM, Business Development, Project Management, Fixed Income, Strategy, Account Management, Strategic Planning, Financial Services, Business Process..., Prime Brokerage, Change Management, Team Management, Business Process, Microsoft Office, SharePoint, Microsoft Excel, Middle Office, Operations Management, Analytics, Customer Service, Budgets, Team Leadership
Education
University of South Florida 1986 — 1990
Bachelors of Science Degree, Business & Finance
Samantha Conti Samantha Conti's Salomon Brothers Experience January 1994 - June 1998
Job IT Consultant at eMBS Inc.
Industry Information Technology and Services
Experience
eMBS Inc. December 2010 - Present
eMBS Inc. September 1999 - June 2001
Bear Stearns September 1998 - September 1999
Salomon Brothers January 1994 - June 1998
Skills
Business Analysis, SQL, Unix, SDLC, Team Building, Integration
Education
University of South Florida 1988 — 1994
BS, Mgmt Info Systems
eMBS Inc. December 2010 - Present
eMBS Inc. September 1999 - June 2001
Bear Stearns September 1998 - September 1999
Salomon Brothers January 1994 - June 1998
Skills
Business Analysis, SQL, Unix, SDLC, Team Building, Integration
Education
University of South Florida 1988 — 1994
BS, Mgmt Info Systems
Steven Lewerenz Steven Lewerenz's Salomon Brothers Experience February 1996 - January 2000
Job Principle, The Raleigh Group
Industry Leisure, Travel & Tourism
Experience
The Raleigh Group January 2011 - Present
Capital Alliance Partners Limited January 2004 - January 2011
Latona Associates January 2000 - January 2004
Salomon Brothers February 1996 - January 2000
Skills
Venture Capital, Private Equity, Hospitality, Investment Banking
Education
Oxford University 1993 — 1996
BA MA, Law
The Raleigh Group January 2011 - Present
Capital Alliance Partners Limited January 2004 - January 2011
Latona Associates January 2000 - January 2004
Salomon Brothers February 1996 - January 2000
Skills
Venture Capital, Private Equity, Hospitality, Investment Banking
Education
Oxford University 1993 — 1996
BA MA, Law
Reeve Benaron Reeve Benaron's Salomon Brothers Experience April 1997 - October 2001
Job Chairman & CEO of AudienceX | Rocket Fuel Partner
Industry Internet
Experience
AUDIENCEX December 2013 - Present
VisiSeek Inc. (Rollup into AudienceX) October 2008 - Present
Bear Industries, LLC. June 2002 - January 2013
Salomon Brothers April 1997 - October 2001
Skills
Digital Marketing, Entrepreneurship, Leadership, Marketing, Mergers, Strategy, Real Estate Development, Real Estate Economics, Real Estate Transactions, Digital Media, Advertising, Budgets, Brokerage, Commercial Real Estate, Digital Strategy, Disposition, Investment Properties, Leases, Lead Generation, Marketing Strategy, Management, Portfolio Management, Property Management, Retail, Social Media, Real Estate, Online Marketing, Social Media Marketing, Online Advertising
Education
University of San Diego 1998 — 2000
Master of Business Administration (M.B.A.)
University of San Diego 1993 — 1997
Finance, Economics
Yeshiva University of Los Angeles 1989 — 1993
High School Diploma, Talmudic Studies
Stephen S Wise
AUDIENCEX December 2013 - Present
VisiSeek Inc. (Rollup into AudienceX) October 2008 - Present
Bear Industries, LLC. June 2002 - January 2013
Salomon Brothers April 1997 - October 2001
Skills
Digital Marketing, Entrepreneurship, Leadership, Marketing, Mergers, Strategy, Real Estate Development, Real Estate Economics, Real Estate Transactions, Digital Media, Advertising, Budgets, Brokerage, Commercial Real Estate, Digital Strategy, Disposition, Investment Properties, Leases, Lead Generation, Marketing Strategy, Management, Portfolio Management, Property Management, Retail, Social Media, Real Estate, Online Marketing, Social Media Marketing, Online Advertising
Education
University of San Diego 1998 — 2000
Master of Business Administration (M.B.A.)
University of San Diego 1993 — 1997
Finance, Economics
Yeshiva University of Los Angeles 1989 — 1993
High School Diploma, Talmudic Studies
Stephen S Wise
Joe DeMichele Joe DeMichele's Salomon Brothers Experience April 1986 - January 1990
Job Chief Financial Officer at Northrop Grumman Federal Credit Union
Industry Investment Management
Experience
Northrop Grumman Federal Credit Union July 2015 - Present
D. A. Davidson April 2013 - March 2014
Western Corporate Federal Credit Union April 2009 - July 2012
Allegiance Advisors LLC April 2006 - August 2008
Delaware Investments October 2000 - April 2006
Conseco Capital Management January 1990 - June 1999
Salomon Brothers April 1986 - January 1990
New York Futures Exchange January 1985 - January 1986
Merrill Lynch Futures October 1983 - October 1984
Skills
CMBS, Residential Mortgages, MBS, ABS, CDO, Strategic Planning, Business Development, ALM, Contract Negotiation, Portfolio Management, Client Presentation, Personnel Management, Trading, Relationship Management, Marketing, Corporate Budgeting, Fixed Income, Structured Products, Credit Unions, Asset Management, Risk Management, Alternative Investments, Derivatives, Financial Analysis, Investment Management, Mortgage Lending, Equities, Credit, Investments, Financial Modeling, Investment Strategies, Hedge Funds, Fixed Income Portfolio..., Banking, Credit Risk
Education
University of Pennsylvania 1979 — 1983
Bachelor of Arts (B.A.), Economics
Northrop Grumman Federal Credit Union July 2015 - Present
D. A. Davidson April 2013 - March 2014
Western Corporate Federal Credit Union April 2009 - July 2012
Allegiance Advisors LLC April 2006 - August 2008
Delaware Investments October 2000 - April 2006
Conseco Capital Management January 1990 - June 1999
Salomon Brothers April 1986 - January 1990
New York Futures Exchange January 1985 - January 1986
Merrill Lynch Futures October 1983 - October 1984
Skills
CMBS, Residential Mortgages, MBS, ABS, CDO, Strategic Planning, Business Development, ALM, Contract Negotiation, Portfolio Management, Client Presentation, Personnel Management, Trading, Relationship Management, Marketing, Corporate Budgeting, Fixed Income, Structured Products, Credit Unions, Asset Management, Risk Management, Alternative Investments, Derivatives, Financial Analysis, Investment Management, Mortgage Lending, Equities, Credit, Investments, Financial Modeling, Investment Strategies, Hedge Funds, Fixed Income Portfolio..., Banking, Credit Risk
Education
University of Pennsylvania 1979 — 1983
Bachelor of Arts (B.A.), Economics
Beth Burrell's Salomon Brothers Experience August 1994 - October 1998
Job Channel/Project Manager for Concerto Cloud Practice
Industry Information Technology and Services
Experience
Concerto Cloud Services February 2014 - Present
Tribridge January 2012 - Present
Moffitt Cancer Center November 2011 - December 2011
Persystent Software May 2010 - April 2011
EMBS Inc January 2006 - January 2010
CAE September 2001 - September 2005
Bear Stearns October 1998 - May 2001
Salomon Brothers August 1994 - October 1998
International Business Machines September 1989 - August 1994
Skills
Cloud Computing, Active Directory, Project Management, Integration, Windows Server, VMware, Security, Enterprise Architecture, Microsoft Exchange, Servers, Virtualization, Enterprise Software, Data Center, Windows 7, SDLC, Microsoft SQL Server, TCP/IP, Microsoft Technologies, Databases, Hyper-V, SCCM, Citrix Metaframe, SharePoint, Troubleshooting, Software Documentation, Operating Systems, Infrastructure, IT Strategy, Cisco Technologies, Networking, Disaster Recovery, VoIP, Windows, IT Operations, Project Delivery, SQL, Microsoft Dynamics ERP, Technical Support, Pre-sales, HP, System Deployment, Software Installation, Hardware, Testing, Windows XP, Routers, IT Management, Oracle, IT Service Management, ITIL
Education
University of South Florida - College of Business Administration
Bachelors
Concerto Cloud Services February 2014 - Present
Tribridge January 2012 - Present
Moffitt Cancer Center November 2011 - December 2011
Persystent Software May 2010 - April 2011
EMBS Inc January 2006 - January 2010
CAE September 2001 - September 2005
Bear Stearns October 1998 - May 2001
Salomon Brothers August 1994 - October 1998
International Business Machines September 1989 - August 1994
Skills
Cloud Computing, Active Directory, Project Management, Integration, Windows Server, VMware, Security, Enterprise Architecture, Microsoft Exchange, Servers, Virtualization, Enterprise Software, Data Center, Windows 7, SDLC, Microsoft SQL Server, TCP/IP, Microsoft Technologies, Databases, Hyper-V, SCCM, Citrix Metaframe, SharePoint, Troubleshooting, Software Documentation, Operating Systems, Infrastructure, IT Strategy, Cisco Technologies, Networking, Disaster Recovery, VoIP, Windows, IT Operations, Project Delivery, SQL, Microsoft Dynamics ERP, Technical Support, Pre-sales, HP, System Deployment, Software Installation, Hardware, Testing, Windows XP, Routers, IT Management, Oracle, IT Service Management, ITIL
Education
University of South Florida - College of Business Administration
Bachelors
John B Jones Jr. John B Jones Jr.'s Salomon Brothers Experience 1991 - 1996
Job President/Owner at North Tahoe Commercial
Industry Investment Management
Experience
North Tahoe Commercial July 2011 - Present
Truckee Tahoe Airport District November 2010 - Present
Cray Inc. June 2005 - Present
Stratus Computer 2005 - 2008
Charles Schwab 2003 - 2005
SoundView Technology Group 2001 - 2003
Citi 1998 - 2001
Citigroup 1998 - 2001
Salomon Smith Barney 1996 - 1998
Salomon Brothers 1991 - 1996
Education
University of Oregon 1962 — 1966
Bachleor of Science, Accounting & Statistics
Jones
a BS, Accounting and Statistics
North Tahoe Commercial July 2011 - Present
Truckee Tahoe Airport District November 2010 - Present
Cray Inc. June 2005 - Present
Stratus Computer 2005 - 2008
Charles Schwab 2003 - 2005
SoundView Technology Group 2001 - 2003
Citi 1998 - 2001
Citigroup 1998 - 2001
Salomon Smith Barney 1996 - 1998
Salomon Brothers 1991 - 1996
Education
University of Oregon 1962 — 1966
Bachleor of Science, Accounting & Statistics
Jones
a BS, Accounting and Statistics
Tim Bowden Tim Bowden's Salomon Brothers Experience 1992 - 1998
Job Technology and Operations Executive
Industry Financial Services
Experience
Bank of America 2011 - Present
Bank of America 2004 - 2011
Bear Stearns 1998 - 2004
Salomon Brothers 1992 - 1998
Skills
Executive Management, Relationship Management, Operational Risk..., Process Improvement, Integration, Risk Management, Banking, Financial Services, Capital Markets, Back Office, Portfolio Management, PMO, Series 7, Investments, Six Sigma, Financial Risk, Strategy, Trading, Project Portfolio..., Asset Management, FINRA, Fixed Income, Credit, Prime Brokerage, Equities, Investment Banking, Investment Management, Middle Office, Trading Systems, Analysis, Derivatives, Hedge Funds, Wealth Management, Mutual Funds, General Securities..., Asset Allocation, AML, Operational Risk, Alternative Investments, FINRA Series 24 License..., FINRA Series 7 License:..., Six Sigma Greenbelt, SDLC, Vendor Management, Finance, Program Management, Management, Business Process..., IT Strategy, Governance
Education
University of South Florida - College of Business Administration 1990 — 1992
BS, Economics
Bank of America 2011 - Present
Bank of America 2004 - 2011
Bear Stearns 1998 - 2004
Salomon Brothers 1992 - 1998
Skills
Executive Management, Relationship Management, Operational Risk..., Process Improvement, Integration, Risk Management, Banking, Financial Services, Capital Markets, Back Office, Portfolio Management, PMO, Series 7, Investments, Six Sigma, Financial Risk, Strategy, Trading, Project Portfolio..., Asset Management, FINRA, Fixed Income, Credit, Prime Brokerage, Equities, Investment Banking, Investment Management, Middle Office, Trading Systems, Analysis, Derivatives, Hedge Funds, Wealth Management, Mutual Funds, General Securities..., Asset Allocation, AML, Operational Risk, Alternative Investments, FINRA Series 24 License..., FINRA Series 7 License:..., Six Sigma Greenbelt, SDLC, Vendor Management, Finance, Program Management, Management, Business Process..., IT Strategy, Governance
Education
University of South Florida - College of Business Administration 1990 — 1992
BS, Economics
David Markus David Markus's Salomon Brothers Experience January 1995 - November 1997
Job Managing Director at Fortress Investment Group
Industry Investment Management
Experience
Fortress Investment Group June 2011 - Present
Vorás Capital June 2009 - March 2011
Boone Capital January 2005 - September 2008
Delaware Street Capital March 2001 - June 2004
Amroc Investments February 1998 - March 2001
Salomon Brothers January 1995 - November 1997
TIAA-CREF September 1991 - 1995
Skills
Alternative Investments, Hedge Funds, Equities, Venture Capital, Private Equity
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Finance
University of Pennsylvania 1982 — 1986
Bachelor’s Degree, Finance
Fortress Investment Group June 2011 - Present
Vorás Capital June 2009 - March 2011
Boone Capital January 2005 - September 2008
Delaware Street Capital March 2001 - June 2004
Amroc Investments February 1998 - March 2001
Salomon Brothers January 1995 - November 1997
TIAA-CREF September 1991 - 1995
Skills
Alternative Investments, Hedge Funds, Equities, Venture Capital, Private Equity
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Finance
University of Pennsylvania 1982 — 1986
Bachelor’s Degree, Finance
Ayo Fapohunda Ayo Fapohunda's Salomon Brothers Experience 1995 - 1997
Job
Industry
Experience
Apyrous Capital Management, LLC 2006 - 2011
TUDOR INVESTMENT CORPORATION January 2002 - July 2006
Sun Microsystems 1999 - 2001
Salomon Brothers 1995 - 1997
Skills
Portfolio Management, Finance, Financial Modeling, Valuation, Management, Private Equity, Equities, Business Strategy, Investments, Alternative Investments, Hedge Funds, Venture Capital
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance and Entrepreneurial Management
University of Pennsylvania 1990 — 1994
BA, American History
University of Pennsylvania - The Wharton School 1990 — 1994
BS, Finance
Apyrous Capital Management, LLC 2006 - 2011
TUDOR INVESTMENT CORPORATION January 2002 - July 2006
Sun Microsystems 1999 - 2001
Salomon Brothers 1995 - 1997
Skills
Portfolio Management, Finance, Financial Modeling, Valuation, Management, Private Equity, Equities, Business Strategy, Investments, Alternative Investments, Hedge Funds, Venture Capital
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance and Entrepreneurial Management
University of Pennsylvania 1990 — 1994
BA, American History
University of Pennsylvania - The Wharton School 1990 — 1994
BS, Finance
Philip Perkins's Salomon Brothers Experience October 1984 - December 1989
Job Courtship Ranch
Industry Ranching
Experience
Ice Energy May 2013 - October 2014
WesCorp March 2009 - July 2012
Delaware Investments May 2003 - March 2009
Deutsche Bank August 1998 - May 2003
Dinner Key Advisors January 1992 - August 1996
Salomon Brothers October 1984 - December 1989
Merrill Lynch 1983 - 1984
Education
University of Notre Dame 1979 — 1983
B.A., International Relations
Putnam CIty High School 1976 — 1979
Ice Energy May 2013 - October 2014
WesCorp March 2009 - July 2012
Delaware Investments May 2003 - March 2009
Deutsche Bank August 1998 - May 2003
Dinner Key Advisors January 1992 - August 1996
Salomon Brothers October 1984 - December 1989
Merrill Lynch 1983 - 1984
Education
University of Notre Dame 1979 — 1983
B.A., International Relations
Putnam CIty High School 1976 — 1979
Natalie Lemke Natalie Lemke's Salomon Brothers Experience September 1994 - October 1998
Job Senior Vice President at Citi Senior Lead Analyst of Operations
Industry Financial Services
Experience
Citi September 2010 - Present
Citi April 2008 - August 2010
Citi March 2007 - March 2008
Citi November 1998 - April 2007
Salomon Brothers September 1994 - October 1998
Skills
Fixed Income, Financial Services, Interest Rate Swaps, Risk Management, Banking, Financial Modeling, Capital Markets, Equities, Investment Banking, Derivatives, Client Services, Swaps, Credit Cards, ETFs, Software Documentation, Options, Portfolio Management, Credit, Global Custody
Education
University of South Florida 1990 — 1994
BS, Finance
Citi September 2010 - Present
Citi April 2008 - August 2010
Citi March 2007 - March 2008
Citi November 1998 - April 2007
Salomon Brothers September 1994 - October 1998
Skills
Fixed Income, Financial Services, Interest Rate Swaps, Risk Management, Banking, Financial Modeling, Capital Markets, Equities, Investment Banking, Derivatives, Client Services, Swaps, Credit Cards, ETFs, Software Documentation, Options, Portfolio Management, Credit, Global Custody
Education
University of South Florida 1990 — 1994
BS, Finance
Peter VanDyke's Salomon Brothers Experience December 1991 - May 1996
Job Vice President and Director at TD Securities
Industry Financial Services
Experience
TD Securities June 1998 - Present
Salomon Brothers December 1991 - May 1996
Skills
Credit Derivatives, Trading Systems, Front Office Technology, Front Office Support, Front Office, Trading, Derivatives, Fixed Income, Middle Office, Capital Markets, Bloomberg, Market Risk, Bonds
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
University of Richmond 1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance, General
Gilman School 1975 — 1987
High School Diploma
TD Securities June 1998 - Present
Salomon Brothers December 1991 - May 1996
Skills
Credit Derivatives, Trading Systems, Front Office Technology, Front Office Support, Front Office, Trading, Derivatives, Fixed Income, Middle Office, Capital Markets, Bloomberg, Market Risk, Bonds
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
University of Richmond 1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance, General
Gilman School 1975 — 1987
High School Diploma
Eric Yates Eric Yates's Salomon Brothers Experience 1994 - 1998
Job SVP Director of Equity Structured Products at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. 2014 - Present
Raymond James Financial, Inc. 2012 - 2014
Raymond James Financial, Inc. 2004 - 2012
Raymond James Financial, Inc. 1998 - 2004
Salomon Brothers 1994 - 1998
Skills
Series 7, Securities, Trading, Equities, Wealth Management, Structured Products, Public Equity Offerings, Equity Research, Alternative Investments, Capital Markets, Asset Management, Equity Trading, Financial Services, Finance, Investments
Education
University of South Florida 1990 — 1994
BS, Finance
Raymond James Financial, Inc. 2014 - Present
Raymond James Financial, Inc. 2012 - 2014
Raymond James Financial, Inc. 2004 - 2012
Raymond James Financial, Inc. 1998 - 2004
Salomon Brothers 1994 - 1998
Skills
Series 7, Securities, Trading, Equities, Wealth Management, Structured Products, Public Equity Offerings, Equity Research, Alternative Investments, Capital Markets, Asset Management, Equity Trading, Financial Services, Finance, Investments
Education
University of South Florida 1990 — 1994
BS, Finance
David Blumberg David Blumberg's Salomon Brothers Experience September 1986 - December 1989
Job Managing Director at REMCAP, LLC
Industry Financial Services
Experience
REMCAP, LLC 2009 - Present
Blumberg Investments Inc. April 1995 - Present
Libra Securities 2000 - 2002
NatWest Markets September 1991 - March 1995
Salomon Brothers September 1986 - December 1989
L.F. Rothschild, Unterberg, Towbin June 1976 - August 1986
Skills
Funding, Venture Capital, Mergers, Start-ups, Entrepreneurship, Debt Restructuring, Bankruptcy, Business Planning, Due Diligence, Investments, Corporate Development, Business Strategy, Management, Private Equity, Strategy, Financial Structuring, Mergers & Acquisitions
Education
University of Chicago 1973 — 1978
Sociology
University of Pennsylvania 1975 — 1976
Hackley School 1967 — 1973
REMCAP, LLC 2009 - Present
Blumberg Investments Inc. April 1995 - Present
Libra Securities 2000 - 2002
NatWest Markets September 1991 - March 1995
Salomon Brothers September 1986 - December 1989
L.F. Rothschild, Unterberg, Towbin June 1976 - August 1986
Skills
Funding, Venture Capital, Mergers, Start-ups, Entrepreneurship, Debt Restructuring, Bankruptcy, Business Planning, Due Diligence, Investments, Corporate Development, Business Strategy, Management, Private Equity, Strategy, Financial Structuring, Mergers & Acquisitions
Education
University of Chicago 1973 — 1978
Sociology
University of Pennsylvania 1975 — 1976
Hackley School 1967 — 1973
Nancy Randazzo Kirkpatrick's Salomon Brothers Experience September 1992 - January 1999
Job Operations/Risk/Compliance Professional
Industry Capital Markets
Experience
Recently moved for husbands career... January 2015 - Present
Raymond James Financial Inc. February 2010 - November 2014
Raymond James Financial Inc. February 2005 - February 2010
Raymond James Financial Inc. August 2001 - February 2005
MetLife July 1999 - August 2001
Salomon Brothers September 1992 - January 1999
Skills
Fixed Income, Series 7, Series 24, Series 9/10, Series 53, Equity Syndicate, Security Operations, Accounting, P&L reconciliation, Securities, Series 63, AML, Equities, Uniform Combined State..., FINRA, Series 65, Mutual Funds, Investment Advisory, Risk Management, Financial Services, Capital Markets, Anti Money Laundering, Portfolio Management, Investments
Education
University of South Florida
Bachelor of Science (BS), Business Administration and Management, General
Recently moved for husbands career... January 2015 - Present
Raymond James Financial Inc. February 2010 - November 2014
Raymond James Financial Inc. February 2005 - February 2010
Raymond James Financial Inc. August 2001 - February 2005
MetLife July 1999 - August 2001
Salomon Brothers September 1992 - January 1999
Skills
Fixed Income, Series 7, Series 24, Series 9/10, Series 53, Equity Syndicate, Security Operations, Accounting, P&L reconciliation, Securities, Series 63, AML, Equities, Uniform Combined State..., FINRA, Series 65, Mutual Funds, Investment Advisory, Risk Management, Financial Services, Capital Markets, Anti Money Laundering, Portfolio Management, Investments
Education
University of South Florida
Bachelor of Science (BS), Business Administration and Management, General
Andy Constan Andy Constan's Salomon Brothers Experience June 1986 - March 2003
Job Economist at Brevan Howard
Industry Investment Management
Experience
Brevan Howard May 2015 - Present
Bridgewater Associates April 2010 - April 2013
Centerlight Capital Management January 2007 - August 2008
Archeus Capital Management February 2003 - December 2006
Salomon Brothers June 1986 - March 2003
Brady commission 1987 - 1988
Skills
Global Volatility..., Capital Structure..., Statistical Arbitrage, Volatility Arbitrage, Risk Arbitrage, Portfolio Management, Portfolio Construction, Macro Investing, Hedge Funds, Capital Structure
Education
University of Pennsylvania 1982 — 1986
B.S. Engineering, BioMechanical Engineering
Brevan Howard May 2015 - Present
Bridgewater Associates April 2010 - April 2013
Centerlight Capital Management January 2007 - August 2008
Archeus Capital Management February 2003 - December 2006
Salomon Brothers June 1986 - March 2003
Brady commission 1987 - 1988
Skills
Global Volatility..., Capital Structure..., Statistical Arbitrage, Volatility Arbitrage, Risk Arbitrage, Portfolio Management, Portfolio Construction, Macro Investing, Hedge Funds, Capital Structure
Education
University of Pennsylvania 1982 — 1986
B.S. Engineering, BioMechanical Engineering
Frederick Moran Frederick Moran's Salomon Brothers Experience February 1993 - April 1996
Job Director of Research at Burke & Quick Partners LLC
Industry Financial Services
Experience
Burke & Quick Partners LLC July 2014 - Present
DrVita.com September 2013 - March 2014
Worthian Capital Management February 2012 - September 2013
Benchmark Company April 2009 - January 2012
Stanford Group Company February 2004 - March 2009
Jefferies & Company September 1999 - December 2002
ING April 1996 - September 1999
Salomon Brothers February 1993 - April 1996
Donaldson, Lufkin & Jenrette May 1990 - February 1993
Drexel Burnham Lambert August 1988 - February 1990
Skills
Equity Research, Hedge Funds, Investments, Equities, Portfolio Management, Alternative Investments, ETFs, Financial Analysis, Mutual Funds, Valuation, Series 7, Securities, Financial Modeling, Bloomberg, Asset Management, Capital Markets, Finance, Investment Banking, Stock Picking, Equity Trading, Chief Financial Officer, Human Resources, Accounts Payable, Corporate Finance, Internet Services, Trading, Series 63, Series 65, series 16, series 85, series 86, Options, Convertible Bonds, Electronic Trading, Accounts Receivable, Compensation Structures, Economics, Vitamins, Health, Wellness, Corporate, Corporate Communications, eCommerce, Start-ups, Strategic Planning, Marketing, Marketing Strategy, Marketing Management, Online Marketing, IPO
Education
University of Pennsylvania - The Wharton School 1984 — 1988
BS Economics, Finance
Fieldston School 1980 — 1984
Burke & Quick Partners LLC July 2014 - Present
DrVita.com September 2013 - March 2014
Worthian Capital Management February 2012 - September 2013
Benchmark Company April 2009 - January 2012
Stanford Group Company February 2004 - March 2009
Jefferies & Company September 1999 - December 2002
ING April 1996 - September 1999
Salomon Brothers February 1993 - April 1996
Donaldson, Lufkin & Jenrette May 1990 - February 1993
Drexel Burnham Lambert August 1988 - February 1990
Skills
Equity Research, Hedge Funds, Investments, Equities, Portfolio Management, Alternative Investments, ETFs, Financial Analysis, Mutual Funds, Valuation, Series 7, Securities, Financial Modeling, Bloomberg, Asset Management, Capital Markets, Finance, Investment Banking, Stock Picking, Equity Trading, Chief Financial Officer, Human Resources, Accounts Payable, Corporate Finance, Internet Services, Trading, Series 63, Series 65, series 16, series 85, series 86, Options, Convertible Bonds, Electronic Trading, Accounts Receivable, Compensation Structures, Economics, Vitamins, Health, Wellness, Corporate, Corporate Communications, eCommerce, Start-ups, Strategic Planning, Marketing, Marketing Strategy, Marketing Management, Online Marketing, IPO
Education
University of Pennsylvania - The Wharton School 1984 — 1988
BS Economics, Finance
Fieldston School 1980 — 1984
Judy DiClemente Judy DiClemente's Salomon Brothers Experience 1980 - 1992
Job Communications Consultant
Industry Writing and Editing
Experience
Communications Consultant August 2011 - Present
Jennifer Brown Consulting 2010 - 2011
NYU Stern School of Business 2009 - 2010
Salomon Brothers Asset Management 1995 - 2006
Salomon Brothers 1980 - 1992
Skills
Editing, Proposal Writing, Communication Training, Content Development, Internal Communications, Newsletters, Project Management, Business Writing, Writing, Public Speaking, Positive Can-do Attitude, Dependable Team Player, Marketing, Strategic Communications, Project Coordination, Speech Writing, HR Consulting
Education
New York University - Leonard N. Stern School of Business 1981 — 1985
MBA, Finance
University of Pennsylvania 1976 — 1980
BA, Economics
Communications Consultant August 2011 - Present
Jennifer Brown Consulting 2010 - 2011
NYU Stern School of Business 2009 - 2010
Salomon Brothers Asset Management 1995 - 2006
Salomon Brothers 1980 - 1992
Skills
Editing, Proposal Writing, Communication Training, Content Development, Internal Communications, Newsletters, Project Management, Business Writing, Writing, Public Speaking, Positive Can-do Attitude, Dependable Team Player, Marketing, Strategic Communications, Project Coordination, Speech Writing, HR Consulting
Education
New York University - Leonard N. Stern School of Business 1981 — 1985
MBA, Finance
University of Pennsylvania 1976 — 1980
BA, Economics
Adam Berger Adam Berger's Salomon Brothers Experience July 1991 - December 1999
Job Managing Director, Head of Healthcare M&A at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities September 2011 - Present
Leerink June 2008 - August 2011
Citigroup July 1991 - June 2008
Salomon Brothers July 1991 - December 1999
Janney Montgomery Scott July 1989 - June 1991
Education
University of Pennsylvania 1985 — 1989
BA, History and Mathematics minor
University of Pennsylvania - The Wharton School 1985 — 1989
BSc, Economics and Finance
Wells Fargo Securities September 2011 - Present
Leerink June 2008 - August 2011
Citigroup July 1991 - June 2008
Salomon Brothers July 1991 - December 1999
Janney Montgomery Scott July 1989 - June 1991
Education
University of Pennsylvania 1985 — 1989
BA, History and Mathematics minor
University of Pennsylvania - The Wharton School 1985 — 1989
BSc, Economics and Finance
Robert Daigle Robert Daigle's Salomon Brothers Experience 1991 - 2008
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citigroup 2008 - Present
Salomon Brothers 1991 - 2008
Citigroup June 1998 - December 2001
Skills
Asset Managment, Back Office, Banking, Capital Markets, Cash Management, Derivatives, Derivatives Trading, Equities, Fixed Income, Global Custody, Investment Banking, Portfolio Management, Risk Management, Securities, Structured Products
Education
University of South Florida 1985 — 2000
Citigroup 2008 - Present
Salomon Brothers 1991 - 2008
Citigroup June 1998 - December 2001
Skills
Asset Managment, Back Office, Banking, Capital Markets, Cash Management, Derivatives, Derivatives Trading, Equities, Fixed Income, Global Custody, Investment Banking, Portfolio Management, Risk Management, Securities, Structured Products
Education
University of South Florida 1985 — 2000
Diana Costantino Diana Costantino's Salomon Brothers Experience February 1994 - July 1996
Job Real Estate Agent at Lipply Real Estate, Serving Tampa Bay, Fluent in English and Spanish
Industry Real Estate
Experience
Lipply Real Estate January 2011 - Present
The Nielsen Company July 1996 - July 2011
Salomon Brothers February 1994 - July 1996
Skills
Real Estate, National Association of..., Requirements Analysis, Business Intelligence, Project Management, Data Analysis, Database Design, Visio, Data Warehousing, Databases, SDLC, SQL, Software Development, Microsoft SQL Server, SharePoint, Business Analysis, Software Project..., Analytics, Database Administration, Software Documentation, Disaster Recovery, ETL, MS Project
Education
University of South Florida 1989 — 1993
BA, Management Information Systems
Lipply Real Estate January 2011 - Present
The Nielsen Company July 1996 - July 2011
Salomon Brothers February 1994 - July 1996
Skills
Real Estate, National Association of..., Requirements Analysis, Business Intelligence, Project Management, Data Analysis, Database Design, Visio, Data Warehousing, Databases, SDLC, SQL, Software Development, Microsoft SQL Server, SharePoint, Business Analysis, Software Project..., Analytics, Database Administration, Software Documentation, Disaster Recovery, ETL, MS Project
Education
University of South Florida 1989 — 1993
BA, Management Information Systems
CARLOS CASTRESANA CARLOS CASTRESANA's Salomon Brothers Experience 1985 - 1987
Job Practice Leader, Vice President at Wells Fargo Insurance Services
Industry Financial Services
Experience
Wells Fargo Insurance Services USA, Inc. July 2011 - Present
Edify, LLC 2004 - 2011
AXA Advisors, LLC 2000 - 2004
AXA Advisors, LLC 1992 - 2000
Michael Swerdlow Companies, Inc. 1988 - 1992
Attorney - Private Law Practice 1987 - 1988
Salomon Brothers 1985 - 1987
Skills
Risk Management, Insurance, Health Insurance, Disability Insurance, Employee Benefits, Leadership, Strategic Planning, Underwriting, Healthcare, Brokers, Life Insurance, Internal Controls, Process Improvement, Team Building, Due Diligence, Financial Analysis
Education
University of Pennsylvania - The Wharton School 1972 — 1976
Bachelor’s Degree, FINANCE
University of Bridgeport School of Law
Juris Doctor (J.D.)
Wells Fargo Insurance Services USA, Inc. July 2011 - Present
Edify, LLC 2004 - 2011
AXA Advisors, LLC 2000 - 2004
AXA Advisors, LLC 1992 - 2000
Michael Swerdlow Companies, Inc. 1988 - 1992
Attorney - Private Law Practice 1987 - 1988
Salomon Brothers 1985 - 1987
Skills
Risk Management, Insurance, Health Insurance, Disability Insurance, Employee Benefits, Leadership, Strategic Planning, Underwriting, Healthcare, Brokers, Life Insurance, Internal Controls, Process Improvement, Team Building, Due Diligence, Financial Analysis
Education
University of Pennsylvania - The Wharton School 1972 — 1976
Bachelor’s Degree, FINANCE
University of Bridgeport School of Law
Juris Doctor (J.D.)
Laureen Stephens's Salomon Brothers Experience November 1994 - May 1999
Job Accounts Payable Team Lead at The Mosaic Company
Industry Accounting
Experience
Mosaic Business Services October 2014 - Present
Mosaic Co. (previous CF Industries) May 2013 - October 2014
Pier 1 Imports July 2012 - May 2013
Retail Group of America d/b/a Strasburg Children September 2010 - January 2012
Macy's September 2008 - August 2010
American MRI, LLC/Open MRI & Diagnostic Center August 2006 - July 2008
Household Mortgage Corporation April 2000 - May 2003
Salomon Brothers November 1994 - May 1999
Skills
Merchandising, Sales, Customer Service, Budgets, Store Management, Visual Merchandising, Retail, Coaching, Team Building, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Store Operations, Window Displays, Planograms, Driving Results, Event Planning, Inventory Management, Management, Loss Prevention, Inventory Control, Sales Management, Payroll, Healthcare, Training, Hiring, Leadership, Accounts Payable, Accounting
Education
University of Phoenix 2012 — 2016
Bachelor's degree, Accounting
Evangel University
Mosaic Business Services October 2014 - Present
Mosaic Co. (previous CF Industries) May 2013 - October 2014
Pier 1 Imports July 2012 - May 2013
Retail Group of America d/b/a Strasburg Children September 2010 - January 2012
Macy's September 2008 - August 2010
American MRI, LLC/Open MRI & Diagnostic Center August 2006 - July 2008
Household Mortgage Corporation April 2000 - May 2003
Salomon Brothers November 1994 - May 1999
Skills
Merchandising, Sales, Customer Service, Budgets, Store Management, Visual Merchandising, Retail, Coaching, Team Building, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Store Operations, Window Displays, Planograms, Driving Results, Event Planning, Inventory Management, Management, Loss Prevention, Inventory Control, Sales Management, Payroll, Healthcare, Training, Hiring, Leadership, Accounts Payable, Accounting
Education
University of Phoenix 2012 — 2016
Bachelor's degree, Accounting
Evangel University
Linda H. Singer Linda H. Singer's Salomon Brothers Experience 1992 - 1996
Job Managing Director of Operations at Angel Oak Capital Advisors, LLC
Industry Capital Markets
Experience
Angel Oak Capital Advisors, LLC July 2013 - Present
SunTrust Robinson Humphrey 2011 - 2013
Swiss Re Asset Management 2005 - 2010
BlackRock 1999 - 2004
Donaldson, Lufkin & Jenrette 1997 - 1999
Salomon Brothers 1992 - 1996
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA
Wittenberg University
BA
Cemenahuac Institute, Cuernavaca, Morelos, Mexico
Angel Oak Capital Advisors, LLC July 2013 - Present
SunTrust Robinson Humphrey 2011 - 2013
Swiss Re Asset Management 2005 - 2010
BlackRock 1999 - 2004
Donaldson, Lufkin & Jenrette 1997 - 1999
Salomon Brothers 1992 - 1996
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA
Wittenberg University
BA
Cemenahuac Institute, Cuernavaca, Morelos, Mexico
Jay Byington, Jr. Jay Byington, Jr.'s Salomon Brothers Experience August 1996 - October 1998
Job Chief Financial Officer
Industry Executive Office
Experience
MD247.COM March 2012 - Present
ProVest LLC October 2006 - February 2012
CCS Medical February 2005 - June 2006
Morrow's August 2003 - January 2005
Eckerd Corporation November 1998 - July 2003
Salomon Brothers August 1996 - October 1998
US Home Mortgage March 1996 - August 1996
Anchor Glass Container November 1994 - December 1995
Skills
Financial Analysis, Budgets, Business Planning, Contract Negotiation, Financial Reporting, Strategic Planning, Forecasting, Leadership, Analysis, Risk Management, Team Building, Mergers & Acquisitions, Financial Modeling, QuickBooks, Outlook, Accounting, Accounts Payable, Operations Management, Mergers, General Ledger, Process Improvement, Consolidation, Microsoft Excel, Microsoft Word, Finance
Education
University of South Florida - College of Business Administration 1991 — 1995
Bachelor of Science, Finance
MD247.COM March 2012 - Present
ProVest LLC October 2006 - February 2012
CCS Medical February 2005 - June 2006
Morrow's August 2003 - January 2005
Eckerd Corporation November 1998 - July 2003
Salomon Brothers August 1996 - October 1998
US Home Mortgage March 1996 - August 1996
Anchor Glass Container November 1994 - December 1995
Skills
Financial Analysis, Budgets, Business Planning, Contract Negotiation, Financial Reporting, Strategic Planning, Forecasting, Leadership, Analysis, Risk Management, Team Building, Mergers & Acquisitions, Financial Modeling, QuickBooks, Outlook, Accounting, Accounts Payable, Operations Management, Mergers, General Ledger, Process Improvement, Consolidation, Microsoft Excel, Microsoft Word, Finance
Education
University of South Florida - College of Business Administration 1991 — 1995
Bachelor of Science, Finance
Kenneth Holley Kenneth Holley's Salomon Brothers Experience July 1987 - May 1989
Job Chief Investment Officer at Herndon Capital Management, LLC
Industry Investment Management
Experience
Herndon Capital Management, LLC January 2002 - Present
Morgan Stanley Investment Management June 1993 - January 2002
The African Development Bank November 1990 - June 1993
Salomon Brothers July 1987 - May 1989
IBM July 1982 - August 1985
Education
University of Pennsylvania - The Wharton School 1985 — 1987
Master of Business Administration (MBA), International Finance
The University of Pennsylvania 1978 — 1982
Bachelor's degree, Civil & Urban Engineering
Herndon Capital Management, LLC January 2002 - Present
Morgan Stanley Investment Management June 1993 - January 2002
The African Development Bank November 1990 - June 1993
Salomon Brothers July 1987 - May 1989
IBM July 1982 - August 1985
Education
University of Pennsylvania - The Wharton School 1985 — 1987
Master of Business Administration (MBA), International Finance
The University of Pennsylvania 1978 — 1982
Bachelor's degree, Civil & Urban Engineering
Jeffrey Silberstein Jeffrey Silberstein's Salomon Brothers Experience 1986 - 1990
Job EVP, Chief Administrative Officer (concurrent) at Mount Sinai Health System
Industry Hospital & Health Care
Experience
Icahn School of Medicine at Mount Sinai March 2009 - Present
Mount Sinai Health System April 2003 - Present
Icahn School of Medicine at Mount Sinai 1997 - 2003
Co-Assist, NV 1995 - 1997
Silver Brook Kitchens, Inc. 1990 - 1995
Salomon Brothers 1986 - 1990
Skills
Research, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, Teaching, Microsoft Word, Customer Service
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance and International Business
University of Pittsburgh
Bachelor's Degree, Communications, Departmental Honors
Icahn School of Medicine at Mount Sinai March 2009 - Present
Mount Sinai Health System April 2003 - Present
Icahn School of Medicine at Mount Sinai 1997 - 2003
Co-Assist, NV 1995 - 1997
Silver Brook Kitchens, Inc. 1990 - 1995
Salomon Brothers 1986 - 1990
Skills
Research, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, Teaching, Microsoft Word, Customer Service
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance and International Business
University of Pittsburgh
Bachelor's Degree, Communications, Departmental Honors
Brian Kasser's Salomon Brothers Experience May 1994 - October 1996
Job Managing Director, Global Software Practice Leader, Retained Executive Search at Russell Reynolds Associates
Industry Management Consulting
Experience
Russell Reynolds Associates August 2003 - Present
Thomas Weisel Partners July 1999 - October 2001
Lehman Brothers November 1996 - July 1999
Salomon Brothers May 1994 - October 1996
Accenture July 1990 - June 1993
Skills
Private Equity/Venture..., Corporate Development, Private Equity, Investment Banking, Mergers, Technology..., Technical Recruiting, Executive Search, Strategy, Venture Capital, Management, SaaS, Start-ups, Leadership, Enterprise Software, Business Development, Professional Services, Consulting, Business Strategy
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Vanderbilt University 1986 — 1990
BA, Economics
Menlo School, Atherton CA 1981 — 1986
Russell Reynolds Associates August 2003 - Present
Thomas Weisel Partners July 1999 - October 2001
Lehman Brothers November 1996 - July 1999
Salomon Brothers May 1994 - October 1996
Accenture July 1990 - June 1993
Skills
Private Equity/Venture..., Corporate Development, Private Equity, Investment Banking, Mergers, Technology..., Technical Recruiting, Executive Search, Strategy, Venture Capital, Management, SaaS, Start-ups, Leadership, Enterprise Software, Business Development, Professional Services, Consulting, Business Strategy
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Vanderbilt University 1986 — 1990
BA, Economics
Menlo School, Atherton CA 1981 — 1986
Darren S. Kimball's Salomon Brothers Experience 1992 - 1997
Job Chief Executive Officer at The Five O'Clock Club
Industry Professional Training & Coaching
Experience
The Five O'Clock Club June 2013 - Present
Drive Capital, LLC June 2011 - Present
George Weiss Associates May 2008 - May 2011
Lehman Brothers June 2006 - April 2008
Lehman Brothers March 1999 - June 2006
Merrill Lynch 1997 - 1999
Salomon Brothers 1992 - 1997
Skills
Valuation, Fixed Income, Equities, Hedge Funds, Financial Modeling, Portfolio Management, Trading, Alternative Investments, Asset Managment, Bloomberg, Capital Markets, Investment Banking, Emerging Markets, Investments, Career Strategist, Management, Equity Valuation, Investment Management, Private Equity, Business Development, Business Strategy, Career Management, Strategic Leadership, Career Development..., Career Transition...
Education
University of Pennsylvania - The Wharton School 1987 — 1991
Bachelor's Degree, Magna Cum Laude, Finance
The Five O'Clock Club June 2013 - Present
Drive Capital, LLC June 2011 - Present
George Weiss Associates May 2008 - May 2011
Lehman Brothers June 2006 - April 2008
Lehman Brothers March 1999 - June 2006
Merrill Lynch 1997 - 1999
Salomon Brothers 1992 - 1997
Skills
Valuation, Fixed Income, Equities, Hedge Funds, Financial Modeling, Portfolio Management, Trading, Alternative Investments, Asset Managment, Bloomberg, Capital Markets, Investment Banking, Emerging Markets, Investments, Career Strategist, Management, Equity Valuation, Investment Management, Private Equity, Business Development, Business Strategy, Career Management, Strategic Leadership, Career Development..., Career Transition...
Education
University of Pennsylvania - The Wharton School 1987 — 1991
Bachelor's Degree, Magna Cum Laude, Finance
Eric Linn Eric Linn's Salomon Brothers Experience 1992 - 1994
Job Partner, Oak Point Partners
Industry Financial Services
Experience
Oak Point Partners November 2001 - Present
ShopTalk 1996 - 2001
TA Associates 1994 - 1996
Salomon Brothers 1992 - 1994
Education
University of Pennsylvania - The Wharton School 1988 — 1992
Oak Point Partners November 2001 - Present
ShopTalk 1996 - 2001
TA Associates 1994 - 1996
Salomon Brothers 1992 - 1994
Education
University of Pennsylvania - The Wharton School 1988 — 1992
Jenne Frisby Houle Jenne Frisby Houle's Salomon Brothers Experience 1997 - 1998
Job Product Development: Vice President JP Morgan Prime Broker Services
Industry Financial Services
Experience
JP Morgan May 2008 - Present
Bear Stearns July 1998 - May 2008
Salomon Brothers 1997 - 1998
Education
University of South Florida 1992 — 1996
Bachelor of Science Degree, Majored in Finance and Management Information Systems
JP Morgan May 2008 - Present
Bear Stearns July 1998 - May 2008
Salomon Brothers 1997 - 1998
Education
University of South Florida 1992 — 1996
Bachelor of Science Degree, Majored in Finance and Management Information Systems
Herbert Greenspan Herbert Greenspan's Salomon Brothers Experience 1980 - 1985
Job Manager/Owner at Magpie Universal LLC
Industry Investment Management
Experience
Asia Finance Society April 2012 - Present
LSR Real Estate & Banking Organization LLC September 2011 - Present
Magpie Universal LLC May 2011 - Present
JGFA LLC February 2011 - Present
New York University 1986 - 1987
Salomon Brothers 1980 - 1985
Skills
Venture Capital, Investments, Investment Banking, Equities, Securities, Finance, Real Estate, Strategic Planning, Banking, Private Equity, Management, Valuation
Education
University of Pennsylvania - The Wharton School 1965 — 1967
MBA, Finance
University of Pennsylvania 1961 — 1965
BA, Political Science, English
Asia Finance Society April 2012 - Present
LSR Real Estate & Banking Organization LLC September 2011 - Present
Magpie Universal LLC May 2011 - Present
JGFA LLC February 2011 - Present
New York University 1986 - 1987
Salomon Brothers 1980 - 1985
Skills
Venture Capital, Investments, Investment Banking, Equities, Securities, Finance, Real Estate, Strategic Planning, Banking, Private Equity, Management, Valuation
Education
University of Pennsylvania - The Wharton School 1965 — 1967
MBA, Finance
University of Pennsylvania 1961 — 1965
BA, Political Science, English
Kathy Andrews's Salomon Brothers Experience May 1994 - January 1998
Job Managing Director at Bank of America
Industry Financial Services
Experience
Bank of America June 2004 - August 2015
Deutsche Bank AG 1998 - 2004
Salomon Brothers May 1994 - January 1998
Skills
Management, Structured Products, Swaps, FX Options, Capital Markets, Financial Modeling, Settlement, Equities, Middle Office, Credit, Structured Finance, Derivatives, Credit Risk, Banking, Fixed Income, Change Management, Software Documentation, Prime Brokerage, Equity Derivatives, Series 7, Investments, Securities, Investment Banking, Credit Derivatives, Operational Risk, Bloomberg, Back Office, Electronic Trading, Rates, Talent Management, Risk Management, Financial Risk, Financial Analysis, Bonds, Options, Hedge Funds, Asset Management, Financial Markets, Trading, Corporate Finance, Valuation, Trading Systems, Alternative Investments, Time Management, Interest Rate..., Financial Reporting, Portfolio Management, Business Analysis, Leadership, Financial Services
Education
University of South Florida 1989 — 1993
BS, Accounting
Bank of America June 2004 - August 2015
Deutsche Bank AG 1998 - 2004
Salomon Brothers May 1994 - January 1998
Skills
Management, Structured Products, Swaps, FX Options, Capital Markets, Financial Modeling, Settlement, Equities, Middle Office, Credit, Structured Finance, Derivatives, Credit Risk, Banking, Fixed Income, Change Management, Software Documentation, Prime Brokerage, Equity Derivatives, Series 7, Investments, Securities, Investment Banking, Credit Derivatives, Operational Risk, Bloomberg, Back Office, Electronic Trading, Rates, Talent Management, Risk Management, Financial Risk, Financial Analysis, Bonds, Options, Hedge Funds, Asset Management, Financial Markets, Trading, Corporate Finance, Valuation, Trading Systems, Alternative Investments, Time Management, Interest Rate..., Financial Reporting, Portfolio Management, Business Analysis, Leadership, Financial Services
Education
University of South Florida 1989 — 1993
BS, Accounting
Berry Cox Berry Cox's Salomon Brothers Experience 1992 - 1996
Job President, Abacus Analytics Inc.
Industry Financial Services
Experience
UBS Investment Bank January 2010 - September 2011
Abacus Analytics November 2001 - January 2010
Credit Suisse First Boston October 2000 - October 2001
Donaldson, Lufkin & Jenrette April 1996 - October 2000
Salomon Brothers 1992 - 1996
Education
University of Pennsylvania - The Wharton School 1985 — 1986
MBA, Finance
University of Virginia 1979 — 1983
BA, Economics, International Relations
UBS Investment Bank January 2010 - September 2011
Abacus Analytics November 2001 - January 2010
Credit Suisse First Boston October 2000 - October 2001
Donaldson, Lufkin & Jenrette April 1996 - October 2000
Salomon Brothers 1992 - 1996
Education
University of Pennsylvania - The Wharton School 1985 — 1986
MBA, Finance
University of Virginia 1979 — 1983
BA, Economics, International Relations
Eric Ho (LNKIN)'s Salomon Brothers Experience August 1990 - March 1996
Job
Industry E-Learning
Experience
Kno, intel November 2010 - Present
Tiny Prints May 2009 - November 2010
Vusion Inc February 2009 - April 2009
Yahoo! - Search & Ad Sciences May 2008 - December 2008
Yahoo! - Mail January 2008 - May 2008
Yahoo - Messenger January 2007 - January 2008
Yahoo! - Small Business 2002 - December 2006
Excite@Home 1996 - 2001
Salomon Brothers August 1990 - March 1996
Princeton University August 1987 - August 1990
Skills
Perl, PHP, JavaScript, LAMP, Web Services, Lisp, Java, E-commerce, Cloud Computing, C, MongoDB, Objective-C, Web Applications, Spring, AJAX
Education
University of Reading
BSc
University of Southern California
MSc
Kno, intel November 2010 - Present
Tiny Prints May 2009 - November 2010
Vusion Inc February 2009 - April 2009
Yahoo! - Search & Ad Sciences May 2008 - December 2008
Yahoo! - Mail January 2008 - May 2008
Yahoo - Messenger January 2007 - January 2008
Yahoo! - Small Business 2002 - December 2006
Excite@Home 1996 - 2001
Salomon Brothers August 1990 - March 1996
Princeton University August 1987 - August 1990
Skills
Perl, PHP, JavaScript, LAMP, Web Services, Lisp, Java, E-commerce, Cloud Computing, C, MongoDB, Objective-C, Web Applications, Spring, AJAX
Education
University of Reading
BSc
University of Southern California
MSc
Martie D'Apice's Salomon Brothers Experience February 1992 - April 1993
Job Partner at Mercury Capital Advisors
Industry Financial Services
Experience
Mercury Capital Advisors September 2013 - Present
The Mt. Vernon Group December 2009 - September 2013
Kingdon Capital July 2008 - January 2009
Merrill Lynch July 1995 - May 2008
Women's World Banking May 1993 - July 1993
Salomon Brothers February 1992 - April 1993
Paine Webber June 1989 - February 1992
Skills
Equities, Alternative Investments, Hedge Funds, Strategy, Capital Markets, Investments, Private Equity, Management, Portfolio Management, Valuation, Asset Management, Commodity, Financial Modeling, Mergers & Acquisitions, Venture Capital
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA
University of Pennsylvania - The Wharton School
MBA, Finance, General
Mercury Capital Advisors September 2013 - Present
The Mt. Vernon Group December 2009 - September 2013
Kingdon Capital July 2008 - January 2009
Merrill Lynch July 1995 - May 2008
Women's World Banking May 1993 - July 1993
Salomon Brothers February 1992 - April 1993
Paine Webber June 1989 - February 1992
Skills
Equities, Alternative Investments, Hedge Funds, Strategy, Capital Markets, Investments, Private Equity, Management, Portfolio Management, Valuation, Asset Management, Commodity, Financial Modeling, Mergers & Acquisitions, Venture Capital
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA
University of Pennsylvania - The Wharton School
MBA, Finance, General
Scott Bonora's Salomon Brothers Experience June 1997 - January 2000
Job Branch Manager, Mortgage Master / President, Excel Realty Capital, Inc.
Industry Financial Services
Experience
Mortgage Master October 2012 - Present
Excel Realty Capital, Inc. January 2009 - Present
Morgan Stanley 2000 - 2004
Salomon Brothers June 1997 - January 2000
Skills
Credit, Real Estate Transactions, Loans, Commercial Mortgages, Negotiation, Commercial Real Estate, Banking, Finance, Relationship Management, Commercial Lending, Real Estate Economics, Mortgage Banking, Refinance, Funding, Mortgage Lending, Residential Homes
Education
University of South Florida
Bachelor's degree, Finance, General
Mortgage Master October 2012 - Present
Excel Realty Capital, Inc. January 2009 - Present
Morgan Stanley 2000 - 2004
Salomon Brothers June 1997 - January 2000
Skills
Credit, Real Estate Transactions, Loans, Commercial Mortgages, Negotiation, Commercial Real Estate, Banking, Finance, Relationship Management, Commercial Lending, Real Estate Economics, Mortgage Banking, Refinance, Funding, Mortgage Lending, Residential Homes
Education
University of South Florida
Bachelor's degree, Finance, General
Morris Pearl's Salomon Brothers Experience 1991 - 1992
Job Chairman and Director of Policy at Agenda Project
Industry Public Policy
Experience
Agenda Project June 2014 - Present
BlackRock 2005 - 2014
UBS/PaineWebber 1995 - 2003
Kidder Peabody 1992 - 1994
Salomon Brothers 1991 - 1992
Skills
Fixed Income, Hedge Funds, Alternative Investments, Derivatives, Trading Systems, Equities, Capital Markets, MBS, Investment Banking, Asset Management, Bloomberg, Credit Derivatives, Structured Products, Equity Derivatives, Financial Markets
Education
University of Pennsylvania - The Wharton School 1978 — 1982
Bachelor of Science of Economics
University of Pennsylvania School of Engineering 1978 — 1982
Bachelor of Applied Science (BASc), Computer Engineering
Columbia
Columbia
Columbia
Columbia
Agenda Project June 2014 - Present
BlackRock 2005 - 2014
UBS/PaineWebber 1995 - 2003
Kidder Peabody 1992 - 1994
Salomon Brothers 1991 - 1992
Skills
Fixed Income, Hedge Funds, Alternative Investments, Derivatives, Trading Systems, Equities, Capital Markets, MBS, Investment Banking, Asset Management, Bloomberg, Credit Derivatives, Structured Products, Equity Derivatives, Financial Markets
Education
University of Pennsylvania - The Wharton School 1978 — 1982
Bachelor of Science of Economics
University of Pennsylvania School of Engineering 1978 — 1982
Bachelor of Applied Science (BASc), Computer Engineering
Columbia
Columbia
Columbia
Columbia
Gina DiCarlo-Vetter's Salomon Brothers Experience January 1993 - December 1998
Job Team Manager, ECM Canadian Region
Industry Information Technology and Services
Experience
Gartner June 2015 - Present
Gartner June 2014 - Present
J.P. Morgan March 2008 - June 2014
Bear Stearns Securities Corp December 1999 - March 2008
Salomon Brothers January 1993 - December 1998
Skills
Derivatives, Fixed Income, Equities, Prime Brokerage, Equity Derivatives, Options, Swaps, Alternative Investments, Hedge Funds, Securities, Risk Management, Investment Banking, Trading Systems, Settlement, Bloomberg, Capital Markets, Trading, Middle Office, Leadership, Financial Services, Management, Analysis
Education
University of South Florida 1988 — 1992
B.S., Business Administration and Economics
Gartner June 2015 - Present
Gartner June 2014 - Present
J.P. Morgan March 2008 - June 2014
Bear Stearns Securities Corp December 1999 - March 2008
Salomon Brothers January 1993 - December 1998
Skills
Derivatives, Fixed Income, Equities, Prime Brokerage, Equity Derivatives, Options, Swaps, Alternative Investments, Hedge Funds, Securities, Risk Management, Investment Banking, Trading Systems, Settlement, Bloomberg, Capital Markets, Trading, Middle Office, Leadership, Financial Services, Management, Analysis
Education
University of South Florida 1988 — 1992
B.S., Business Administration and Economics
Bill Wymer's Salomon Brothers Experience 1992 - 1998
Job Operations Vice President HSNi
Industry Retail
Experience
HSN January 1998 - Present
HSN 1998 - Present
IAC/InterActiveCorp 1998 - Present
Salomon Brothers 1992 - 1998
Education
University of South Florida 1989 — 1993
HSN January 1998 - Present
HSN 1998 - Present
IAC/InterActiveCorp 1998 - Present
Salomon Brothers 1992 - 1998
Education
University of South Florida 1989 — 1993
Marc Peckman's Salomon Brothers Experience 1989 - 1994
Job Managing Member at 333 Properties LLC (Roof Gable Properties)
Industry Investment Management
Experience
333 Properties LLC (Roof Gable Properties) June 2014 - Present
Weiss Multi-Strategy Advisers LLC June 2008 - May 2014
Vardon Capital Management, LLC 2004 - 2008
Citigroup Asset Management 1998 - 2000
Salomon Brothers Asset Management 1994 - 1998
Salomon Brothers 1989 - 1994
Skills
Hedge Funds, Asset Managment, Alternative Investments, Financial Modeling, Private Equity, Equities, Asset Management, Financial Services, Risk Management, Fixed Income, Finance, Derivatives, Capital Markets, Portfolio Management, Valuation, Bloomberg
Education
University of Pennsylvania - The Wharton School 1982 — 1986
high school
333 Properties LLC (Roof Gable Properties) June 2014 - Present
Weiss Multi-Strategy Advisers LLC June 2008 - May 2014
Vardon Capital Management, LLC 2004 - 2008
Citigroup Asset Management 1998 - 2000
Salomon Brothers Asset Management 1994 - 1998
Salomon Brothers 1989 - 1994
Skills
Hedge Funds, Asset Managment, Alternative Investments, Financial Modeling, Private Equity, Equities, Asset Management, Financial Services, Risk Management, Fixed Income, Finance, Derivatives, Capital Markets, Portfolio Management, Valuation, Bloomberg
Education
University of Pennsylvania - The Wharton School 1982 — 1986
high school
Mark Bolle's Salomon Brothers Experience May 1997 - March 1998
Job Director at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network 2003 - Present
Raymond James Financial Services April 1998 - June 2003
Salomon Brothers May 1997 - March 1998
United States Navy August 1987 - November 1992
Education
University of South Florida 1995 — 1997
Northwestern Mutual Financial Network 2003 - Present
Raymond James Financial Services April 1998 - June 2003
Salomon Brothers May 1997 - March 1998
United States Navy August 1987 - November 1992
Education
University of South Florida 1995 — 1997
Larry Klatzkin's Salomon Brothers Experience 1985 - 1990
Job Managing Director at Rice, Voelker, LLC
Industry Investment Banking
Experience
Rice, Voelker, LLC February 2013 - Present
Klatzkin Advisors May 2009 - Present
Chapdelaine & Co. July 2009 - January 2011
Jefferies & Co. August 1998 - May 2009
Donaldson, Lufkin & Jenrette 1993 - 1998
prudential securities 1992 - 1993
shearson lehman brothers 1990 - 1991
Salomon Brothers 1985 - 1990
Morgan Stanley Smith Barney 1982 - 1984
Skills
Equities, High Yield, Capital Markets, Hedge Funds, Fixed Income, Mergers, Investment Banking, Bonds, Mergers & Acquisitions, Private Equity, Leveraged Finance, Equity Research, LBO, Valuation, Emerging Markets, Bloomberg, Series 7, Trading, Securities, Alternative Investments, Asset Management, Series 63, Investments, Private Placements, Investor Relations, Portfolio Management, Options, Equity Trading, Derivatives, Financial Markets, Electronic Trading, Trading Systems, ETFs, FINRA, Series 24, Investment Management, Venture Capital, Hedging, Financial Structuring, Credit Derivatives, Corporate Development, Structured Finance, Financial Modeling, Investment Strategies, Structured Products, IPO, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA, Finance
University of Pennsylvania 1976 — 1979
Bachelor of Arts (BA), Biology and Economics
Rice, Voelker, LLC February 2013 - Present
Klatzkin Advisors May 2009 - Present
Chapdelaine & Co. July 2009 - January 2011
Jefferies & Co. August 1998 - May 2009
Donaldson, Lufkin & Jenrette 1993 - 1998
prudential securities 1992 - 1993
shearson lehman brothers 1990 - 1991
Salomon Brothers 1985 - 1990
Morgan Stanley Smith Barney 1982 - 1984
Skills
Equities, High Yield, Capital Markets, Hedge Funds, Fixed Income, Mergers, Investment Banking, Bonds, Mergers & Acquisitions, Private Equity, Leveraged Finance, Equity Research, LBO, Valuation, Emerging Markets, Bloomberg, Series 7, Trading, Securities, Alternative Investments, Asset Management, Series 63, Investments, Private Placements, Investor Relations, Portfolio Management, Options, Equity Trading, Derivatives, Financial Markets, Electronic Trading, Trading Systems, ETFs, FINRA, Series 24, Investment Management, Venture Capital, Hedging, Financial Structuring, Credit Derivatives, Corporate Development, Structured Finance, Financial Modeling, Investment Strategies, Structured Products, IPO, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA, Finance
University of Pennsylvania 1976 — 1979
Bachelor of Arts (BA), Biology and Economics
David LaRussa's Salomon Brothers Experience 1991 - 1998
Job AVP at Citi
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation June 2013 - Present
Citibank 2003 - Present
Salomon Brothers 1991 - 1998
Skills
Equities, Derivatives, Capital Markets, Fixed Income, Portfolio Management, Banking, Corporate Actions
Education
University of South Florida 1982 — 1989
University of South Florida 1982 — 1989
MBA, Finance Marketing
The Depository Trust & Clearing Corporation June 2013 - Present
Citibank 2003 - Present
Salomon Brothers 1991 - 1998
Skills
Equities, Derivatives, Capital Markets, Fixed Income, Portfolio Management, Banking, Corporate Actions
Education
University of South Florida 1982 — 1989
University of South Florida 1982 — 1989
MBA, Finance Marketing
Kyung Bae's Salomon Brothers Experience June 1994 - September 1997
Job Vice President, SWAT Development
Industry Financial Services
Experience
MetLife January 2013 - Present
Citi January 2011 - January 2013
Citi October 1998 - January 2011
Salomon Smith Barney September 1997 - October 1998
Salomon Brothers June 1994 - September 1997
University of Pennsylvania 1990 - 1994
Skills
Applications Software..., Java, J2EE Application..., C#, .NET, HTML, JavaScript, Application Architecture, Application Integration, Sybase, Oracle SQL
Education
University of Pennsylvania 1990 — 1994
BSE, Electrical Engineering
MetLife January 2013 - Present
Citi January 2011 - January 2013
Citi October 1998 - January 2011
Salomon Smith Barney September 1997 - October 1998
Salomon Brothers June 1994 - September 1997
University of Pennsylvania 1990 - 1994
Skills
Applications Software..., Java, J2EE Application..., C#, .NET, HTML, JavaScript, Application Architecture, Application Integration, Sybase, Oracle SQL
Education
University of Pennsylvania 1990 — 1994
BSE, Electrical Engineering
Robyn Reifman's Salomon Brothers Experience 1996 - 1997
Job Human Resources Business Partner
Industry Human Resources
Experience
Accenture 2000 - 2002
Accenture 1997 - 2000
Salomon Brothers 1996 - 1997
Salomon Brothers 1995 - 1996
Salomon Brothers 1994 - 1995
Skills
Research, Strategic Planning, Public Speaking, Social Media, Microsoft Excel, Human Resources, Leadership Development, Performance Management, Talent Management, Talent Acquisition
Education
University of Pennsylvania 1990 — 1994
Bachelor of Arts (B.A.), Communications, English
Accenture 2000 - 2002
Accenture 1997 - 2000
Salomon Brothers 1996 - 1997
Salomon Brothers 1995 - 1996
Salomon Brothers 1994 - 1995
Skills
Research, Strategic Planning, Public Speaking, Social Media, Microsoft Excel, Human Resources, Leadership Development, Performance Management, Talent Management, Talent Acquisition
Education
University of Pennsylvania 1990 — 1994
Bachelor of Arts (B.A.), Communications, English
Sharon Kershbaum's Salomon Brothers Experience 1992 - 1994
Job Chief Operating Officer at DC Department of Human Services (DHS)
Industry Government Administration
Experience
DC Department of Human Services (DHS) April 2015 - Present
US Treasury November 2012 - April 2015
US Treasury July 2010 - November 2012
DC Government May 2008 - September 2010
DC Government May 2007 - May 2008
Fannie Mae October 2004 - April 2007
City of Philadelphia 2000 - 2004
Salomon Brothers 1992 - 1994
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Real Estate and Public Policy
University of Pennsylvania 1988 — 1992
BA, International Relations
DC Department of Human Services (DHS) April 2015 - Present
US Treasury November 2012 - April 2015
US Treasury July 2010 - November 2012
DC Government May 2008 - September 2010
DC Government May 2007 - May 2008
Fannie Mae October 2004 - April 2007
City of Philadelphia 2000 - 2004
Salomon Brothers 1992 - 1994
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Real Estate and Public Policy
University of Pennsylvania 1988 — 1992
BA, International Relations
Courteney Monroe's Salomon Brothers Experience 1994 - 1995
Job Chief Executive Officer at National Geographic Channel
Industry Marketing and Advertising
Experience
National Geographic Channel May 2014 - Present
National Geographic Channel 2011 - Present
HBO 2008 - 2011
HBO 2004 - 2008
HBO 2001 - 2004
HBO 2000 - 2001
HBO 1998 - 2000
american express 1997 - 1998
Salomon Brothers 1994 - 1995
BBDO New York 1990 - 1994
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Marketing
Williams College 1986 — 1990
BA, Political Science
National Geographic Channel May 2014 - Present
National Geographic Channel 2011 - Present
HBO 2008 - 2011
HBO 2004 - 2008
HBO 2001 - 2004
HBO 2000 - 2001
HBO 1998 - 2000
american express 1997 - 1998
Salomon Brothers 1994 - 1995
BBDO New York 1990 - 1994
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Marketing
Williams College 1986 — 1990
BA, Political Science
Brian Tompkins's Salomon Brothers Experience 1997 - 1998
Job Senior VP of Operations CITCO Fund Services
Industry Investment Management
Experience
Citco Fund Services 2004 - Present
JPMorgan 1998 - 2004
Salomon Brothers 1997 - 1998
Renaissance Capital 1994 - 1997
Skills
Fund Administration, Hedge Funds, Equities, Fixed Income, Alternative Investments
Education
University of Oregon 1986 — 1991
Citco Fund Services 2004 - Present
JPMorgan 1998 - 2004
Salomon Brothers 1997 - 1998
Renaissance Capital 1994 - 1997
Skills
Fund Administration, Hedge Funds, Equities, Fixed Income, Alternative Investments
Education
University of Oregon 1986 — 1991
Beth Kean's Salomon Brothers Experience July 1989 - June 1997
Job Consultant
Industry Investment Management
Experience
KeanWeir Research and Advisory March 2012 - May 2014
Capital Group September 1997 - April 2010
Salomon Brothers July 1989 - June 1997
Skills
Risk Management, Systems Analysis, Fixed Income
Education
University of Pennsylvania 1985 — 1989
BS, Systems Engineering
KeanWeir Research and Advisory March 2012 - May 2014
Capital Group September 1997 - April 2010
Salomon Brothers July 1989 - June 1997
Skills
Risk Management, Systems Analysis, Fixed Income
Education
University of Pennsylvania 1985 — 1989
BS, Systems Engineering
Blake Schmidt's Salomon Brothers Experience August 1996 - May 2000
Job Portfolio Manager at Prologue Capital
Industry Financial Services
Experience
Prologue Capital January 2013 - Present
Field Street Capital Managment February 2012 - December 2012
Morgan Stanley July 2009 - February 2012
Barclays Bank September 2008 - June 2009
Lehman Brothers December 2007 - September 2008
Bear Stearns May 2003 - May 2007
Credit Suisse First Boston May 2000 - May 2003
Salomon Brothers August 1996 - May 2000
Skills
Trading, Equities, Options, Capital Markets, Rates, Management, Risk Management, Portfolio Management, Fixed Income, Volatility, Hedge Funds, Traders, Derivatives, Investments, Alternative Investments, Financial Markets, FX Options, Interest Rates
Education
University of Pennsylvania - The Wharton School 1995 — 1996
MBA, Finance, Real Estate
University of Wisconsin-Madison - School of Business 1988 — 1992
Bachelors of business administration, Finance / Accounting
Prologue Capital January 2013 - Present
Field Street Capital Managment February 2012 - December 2012
Morgan Stanley July 2009 - February 2012
Barclays Bank September 2008 - June 2009
Lehman Brothers December 2007 - September 2008
Bear Stearns May 2003 - May 2007
Credit Suisse First Boston May 2000 - May 2003
Salomon Brothers August 1996 - May 2000
Skills
Trading, Equities, Options, Capital Markets, Rates, Management, Risk Management, Portfolio Management, Fixed Income, Volatility, Hedge Funds, Traders, Derivatives, Investments, Alternative Investments, Financial Markets, FX Options, Interest Rates
Education
University of Pennsylvania - The Wharton School 1995 — 1996
MBA, Finance, Real Estate
University of Wisconsin-Madison - School of Business 1988 — 1992
Bachelors of business administration, Finance / Accounting
Nolan Shaeer, CFA's Salomon Brothers Experience 1997 - 1998
Job VP of Investments, Portfolio Manager at Bankers Financial Corporation
Industry Investment Management
Experience
Bankers Financial Corporation August 2012 - Present
JPMorgan Chase April 2009 - August 2012
Lehman Brothers Asset Management 2006 - 2008
Lehman Brothers Asset Management 2005 - 2006
Lehman Brothers Asset Management 2003 - 2005
Raymond James 1998 - 2002
Salomon Brothers 1997 - 1998
T Rowe Price 1996 - 1997
Skills
Fixed Income, Portfolio Management, Securities, Financial Analysis, Financial Markets, Bonds, Hedge Funds, Investment Management, Investments, Structured Products, Securitization, Risk Management, Performance Measurement, Bloomberg, Bloomberg Terminal, Trading, Asset Allocation, Asset Managment, Asset Management, MBS, Chartered Financial..., Investment Strategies, Structured Finance, Fixed Income Analysis, Fixed Income Portfolio...
Education
University of Tampa - John H. Sykes College of Business 1999 — 2002
MBA, Finance
University of South Florida 1991 — 1996
BS, Finance
Bankers Financial Corporation August 2012 - Present
JPMorgan Chase April 2009 - August 2012
Lehman Brothers Asset Management 2006 - 2008
Lehman Brothers Asset Management 2005 - 2006
Lehman Brothers Asset Management 2003 - 2005
Raymond James 1998 - 2002
Salomon Brothers 1997 - 1998
T Rowe Price 1996 - 1997
Skills
Fixed Income, Portfolio Management, Securities, Financial Analysis, Financial Markets, Bonds, Hedge Funds, Investment Management, Investments, Structured Products, Securitization, Risk Management, Performance Measurement, Bloomberg, Bloomberg Terminal, Trading, Asset Allocation, Asset Managment, Asset Management, MBS, Chartered Financial..., Investment Strategies, Structured Finance, Fixed Income Analysis, Fixed Income Portfolio...
Education
University of Tampa - John H. Sykes College of Business 1999 — 2002
MBA, Finance
University of South Florida 1991 — 1996
BS, Finance
Linda Manolis's Salomon Brothers Experience 1991 - 1998
Job SVP, Enterprise Program Management at Citi
Industry Financial Services
Experience
Citi August 2013 - Present
Citi via L&T Infotech November 2010 - August 2013
Citi 2003 - 2008
Citi 1999 - 2002
Salomon Brothers 1991 - 1998
Merrill Lynch February 1987 - February 1991
Skills
Risk Management, Finance, Business Analysis, PMP, Leadership, Investment Banking, Project Management, Management, Business Process..., Portfolio Management, Equities, Program Management, Capital Markets, Financial Services, Project Portfolio..., Project Planning, Financial Risk, Fixed Income, IT Management, PMO, Data Warehousing, Strategy, CRM, Business Development, Auditing, Operational Risk
Education
University of South Carolina-Columbia 1979 — 1983
Citi August 2013 - Present
Citi via L&T Infotech November 2010 - August 2013
Citi 2003 - 2008
Citi 1999 - 2002
Salomon Brothers 1991 - 1998
Merrill Lynch February 1987 - February 1991
Skills
Risk Management, Finance, Business Analysis, PMP, Leadership, Investment Banking, Project Management, Management, Business Process..., Portfolio Management, Equities, Program Management, Capital Markets, Financial Services, Project Portfolio..., Project Planning, Financial Risk, Fixed Income, IT Management, PMO, Data Warehousing, Strategy, CRM, Business Development, Auditing, Operational Risk
Education
University of South Carolina-Columbia 1979 — 1983
Brian Kulish's Salomon Brothers Experience 1996 - 1999
Job Project Manager Senior Project Lead
Industry Insurance
Experience
MetLife June 2003 - Present
Raymond James 2001 - 2003
Bear Stearns 1999 - 2001
Salomon Brothers 1996 - 1999
DeBartolo Properties Management 1993 - 1995
Skills
Crystal Reports, Business Analysis, Application Development, SQL Server, SDLC, Visio, MS Project, Requirements Gathering, Requirements Analysis, Project Planning, Software Project..., SharePoint, User Acceptance Testing, Systems Analysis, Access, Documentation, Visual Basic, ETL, Budgeting, Forecasting
Education
University of South Florida - College of Business Administration 1987 — 1994
Associate of Arts (A.A.), Accounting and Management Information Systems
MetLife June 2003 - Present
Raymond James 2001 - 2003
Bear Stearns 1999 - 2001
Salomon Brothers 1996 - 1999
DeBartolo Properties Management 1993 - 1995
Skills
Crystal Reports, Business Analysis, Application Development, SQL Server, SDLC, Visio, MS Project, Requirements Gathering, Requirements Analysis, Project Planning, Software Project..., SharePoint, User Acceptance Testing, Systems Analysis, Access, Documentation, Visual Basic, ETL, Budgeting, Forecasting
Education
University of South Florida - College of Business Administration 1987 — 1994
Associate of Arts (A.A.), Accounting and Management Information Systems
Richard Ruttenberg's Salomon Brothers Experience 1978 - 1983
Job retired
Industry Financial Services
Experience
Salomon Brothers 1978 - 1983
Ehrlich Bober & Co. February 1975 - August 1977
Education
University of Pennsylvania - The Wharton School 1964 — 1968
B.S, Economics
Salomon Brothers 1978 - 1983
Ehrlich Bober & Co. February 1975 - August 1977
Education
University of Pennsylvania - The Wharton School 1964 — 1968
B.S, Economics
Robert Maitin's Salomon Brothers Experience 1983 - 1998
Job US Rate Sales at Barclays
Industry Financial Services
Experience
Barclays January 2011 - Present
Barclays Capital Inc. September 2008 - Present
Lehman Brothers May 2007 - September 2008
Citigroup 1998 - 2006
Salomon Brothers 1983 - 1998
Skills
Derivatives, Bonds, Hedge Funds, Capital Markets, Fixed Income sales, Relationship Manager, Fixed Income, Structured Products, Bloomberg, Credit Derivatives, FX Options, Alternative Investments, Equities, Investment Banking, Financial Markets, Trading, Investments, Portfolio Management, Valuation, Options, Financial Modeling
Education
University of Southern California 1980 — 1982
BA, Business/Finance
Barclays January 2011 - Present
Barclays Capital Inc. September 2008 - Present
Lehman Brothers May 2007 - September 2008
Citigroup 1998 - 2006
Salomon Brothers 1983 - 1998
Skills
Derivatives, Bonds, Hedge Funds, Capital Markets, Fixed Income sales, Relationship Manager, Fixed Income, Structured Products, Bloomberg, Credit Derivatives, FX Options, Alternative Investments, Equities, Investment Banking, Financial Markets, Trading, Investments, Portfolio Management, Valuation, Options, Financial Modeling
Education
University of Southern California 1980 — 1982
BA, Business/Finance
James Dugan's Salomon Brothers Experience 1993 - 1996
Job CFO at CHARGE Anywhere. LLC
Industry Computer Software
Experience
CHARGE Anywhere. LLC 1999 - Present
CIT Group 1996 - 1999
Salomon Brothers 1993 - 1996
Heller Financial 1989 - 1991
J.H. Cohn LLP 1987 - 1989
Skills
Payment Card Processing, Electronic Payments, Payments, Payment Systems, Debit Cards, Merchant Services, Business Development, E-payments, Mobile Payments, Credit Cards, Finance, Strategic Planning, Strategic Partnerships
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
University of Richmond - Robins School of Business 1983 — 1987
BS, Accounting
CHARGE Anywhere. LLC 1999 - Present
CIT Group 1996 - 1999
Salomon Brothers 1993 - 1996
Heller Financial 1989 - 1991
J.H. Cohn LLP 1987 - 1989
Skills
Payment Card Processing, Electronic Payments, Payments, Payment Systems, Debit Cards, Merchant Services, Business Development, E-payments, Mobile Payments, Credit Cards, Finance, Strategic Planning, Strategic Partnerships
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
University of Richmond - Robins School of Business 1983 — 1987
BS, Accounting
John Zeveney's Salomon Brothers Experience 1994 - 1997
Job at Citi Group
Industry Information Technology and Services
Experience
Citigroup January 2007 - Present
Salomon Brothers / Citigroup 1996 - Present
Citi Group January 2003 - January 2007
Citi Group May 2001 - January 2003
Bear Stearns September 1998 - March 2001
Salomon Brothers 1994 - 1997
Education
University of South Florida 1988 — 1994
BS, VLSI
Citigroup January 2007 - Present
Salomon Brothers / Citigroup 1996 - Present
Citi Group January 2003 - January 2007
Citi Group May 2001 - January 2003
Bear Stearns September 1998 - March 2001
Salomon Brothers 1994 - 1997
Education
University of South Florida 1988 — 1994
BS, VLSI
Kim Perlee's Salomon Brothers Experience October 1995 - March 2003
Job Global Head of Client Services at Fitch Solutions
Industry Financial Services
Experience
Fitch Solutions July 2013 - Present
Deutsche Bank October 2010 - September 2012
Citigroup January 2007 - October 2010
Citigroup Global Markets Inc January 2004 - January 2007
Citigroup Global Transaction Services March 2003 - January 2004
Salomon Brothers October 1995 - March 2003
Skills
Fixed Income, Equities, Emerging Markets, Derivatives, Middle Office, Prime Brokerage, Securities, Relationship Management, Superior Client Service, Operations Management, Capital Markets, Trading, Equity Derivatives, Financial Services, Settlement, Asset Management, Strategy, FX Options, Hedge Funds, Financial Risk, Back Office, Foreign Exchange, Market Data, Bonds, Financial Markets, Operational Risk, Risk Management, Global Custody, Mutual Funds, Client Services
Education
University of South Florida 1983 — 1987
B.A., Mass Communications/Public Relations
Fitch Solutions July 2013 - Present
Deutsche Bank October 2010 - September 2012
Citigroup January 2007 - October 2010
Citigroup Global Markets Inc January 2004 - January 2007
Citigroup Global Transaction Services March 2003 - January 2004
Salomon Brothers October 1995 - March 2003
Skills
Fixed Income, Equities, Emerging Markets, Derivatives, Middle Office, Prime Brokerage, Securities, Relationship Management, Superior Client Service, Operations Management, Capital Markets, Trading, Equity Derivatives, Financial Services, Settlement, Asset Management, Strategy, FX Options, Hedge Funds, Financial Risk, Back Office, Foreign Exchange, Market Data, Bonds, Financial Markets, Operational Risk, Risk Management, Global Custody, Mutual Funds, Client Services
Education
University of South Florida 1983 — 1987
B.A., Mass Communications/Public Relations
Celeste Segredo's Salomon Brothers Experience December 1991 - March 1998
Job Risk Management Executive at GMAC Financial Services
Industry Financial Services
Experience
GMAC Financial Services May 2009 - Present
Genesis10 November 2007 - May 2009
Beacon Consulting LLC April 2005 - November 2007
Trans-Form LLC April 1999 - April 2005
Koch Industries March 1998 - April 1999
Salomon Brothers December 1991 - March 1998
Education
University of South Florida
Business, Accounting
GMAC Financial Services May 2009 - Present
Genesis10 November 2007 - May 2009
Beacon Consulting LLC April 2005 - November 2007
Trans-Form LLC April 1999 - April 2005
Koch Industries March 1998 - April 1999
Salomon Brothers December 1991 - March 1998
Education
University of South Florida
Business, Accounting
Eric Weinstein's Salomon Brothers Experience April 1993 - January 1996
Job Co Founder at Mindprint Learning, LLC
Industry Investment Management
Experience
Mindprint Learning, LLC March 2013 - Present
Tigerlabs October 2012 - Present
Chancellor Capital Management, LLC May 2010 - Present
Weequahic Partners, LLC January 2005 - Present
Global Axcess May 2011 - September 2013
Ubiquitel 2005 - 2007
Credit Suisse First Boston August 2000 - September 2003
Donaldson, Lufkin & Jenrette January 1996 - August 2000
Salomon Brothers April 1993 - January 1996
Lehman Brothers June 1989 - April 1993
Education
University of Pennsylvania - The Wharton School 1988 — 1992
Mindprint Learning, LLC March 2013 - Present
Tigerlabs October 2012 - Present
Chancellor Capital Management, LLC May 2010 - Present
Weequahic Partners, LLC January 2005 - Present
Global Axcess May 2011 - September 2013
Ubiquitel 2005 - 2007
Credit Suisse First Boston August 2000 - September 2003
Donaldson, Lufkin & Jenrette January 1996 - August 2000
Salomon Brothers April 1993 - January 1996
Lehman Brothers June 1989 - April 1993
Education
University of Pennsylvania - The Wharton School 1988 — 1992
Larry Wieseneck's Salomon Brothers Experience July 1992 - October 1997
Job Managing Director at Barclays Capital
Industry Financial Services
Experience
Barclays July 2013 - June 2014
Barclays March 2012 - July 2013
Barclays Capital September 2008 - March 2012
Lehman Brothers 1997 - 2008
Salomon Brothers July 1992 - October 1997
Skills
Strategy, Investment Banking, Risk Management, Financial Structuring, Management, Capital Markets, Fixed Income, Equities, Hedge Funds, Derivatives, Private Equity, Valuation, Structured Products, Alternative Investments, Corporate Finance, Credit Derivatives, Emerging Markets, Equity Derivatives
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA, Finance
University of Pennsylvania - The Wharton School 1983 — 1987
BS in Economics, Finance and Political Science
Barclays July 2013 - June 2014
Barclays March 2012 - July 2013
Barclays Capital September 2008 - March 2012
Lehman Brothers 1997 - 2008
Salomon Brothers July 1992 - October 1997
Skills
Strategy, Investment Banking, Risk Management, Financial Structuring, Management, Capital Markets, Fixed Income, Equities, Hedge Funds, Derivatives, Private Equity, Valuation, Structured Products, Alternative Investments, Corporate Finance, Credit Derivatives, Emerging Markets, Equity Derivatives
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA, Finance
University of Pennsylvania - The Wharton School 1983 — 1987
BS in Economics, Finance and Political Science
Mark Scalzo's Salomon Brothers Experience July 1989 - July 1991
Job CEO, CIO at Validus Growth Investors LLC and CIO of Lucia Capital Management, LLC
Industry Investment Management
Experience
Lucia Capital Management, LLC an affiliate of Lucia Capital Group June 2014 - Present
Validus Growth Investors LLC November 2012 - Present
Aletheia Research and Management November 2008 - October 2012
Fisher Investments December 2006 - November 2008
Putnam Lovell NBF 1991 - 2006
Salomon Brothers July 1989 - July 1991
Skills
Asset Managment, Equities, Hedge Funds, Investment Banking, Private Equity, Investments, Investment Management, Capital Markets, Valuation, Corporate Finance, Mergers, Financial Modeling, Securities, Portfolio Management, Due Diligence, Venture Capital, Corporate Development, Series 7, Financial Institutions, Fixed Income, Asset Allocation, Bloomberg, Derivatives, Mergers & Acquisitions, Financial Services, Investment Strategies, Strategy, Equity Research, Asset Management, Mutual Funds, Investment Advisory
Education
University of Pennsylvania - The Wharton School 1985 — 1989
B.S.E., Accounting, Finance, Management
Lucia Capital Management, LLC an affiliate of Lucia Capital Group June 2014 - Present
Validus Growth Investors LLC November 2012 - Present
Aletheia Research and Management November 2008 - October 2012
Fisher Investments December 2006 - November 2008
Putnam Lovell NBF 1991 - 2006
Salomon Brothers July 1989 - July 1991
Skills
Asset Managment, Equities, Hedge Funds, Investment Banking, Private Equity, Investments, Investment Management, Capital Markets, Valuation, Corporate Finance, Mergers, Financial Modeling, Securities, Portfolio Management, Due Diligence, Venture Capital, Corporate Development, Series 7, Financial Institutions, Fixed Income, Asset Allocation, Bloomberg, Derivatives, Mergers & Acquisitions, Financial Services, Investment Strategies, Strategy, Equity Research, Asset Management, Mutual Funds, Investment Advisory
Education
University of Pennsylvania - The Wharton School 1985 — 1989
B.S.E., Accounting, Finance, Management
Kevin Lee Thatcher's Salomon Brothers Experience 1987 - December 2002
Job Vice President Business Development at Snapon Incorporated
Industry Business Supplies and Equipment
Experience
Snap-on Incorporated August 2010 - Present
Barclays Capital September 2008 - March 2009
Lehman Brothers 2004 - 2008
Salomon Brothers 1987 - December 2002
Skills
Mergers & Acquisitions, Equities, Investment Banking, Valuation, Business Development, Management, Mergers, Financial Modeling, Business Strategy, Strategy, Corporate Finance
Education
The University of Chicago 1985 — 1987
Master of Business Administration, Summa Cum Laude, Concentrations in Finance, Statistics and Econometrics
University of Pennsylvania - The Wharton School 1981 — 1985
Bachelor of Science in Economics, Summa Cum Laude, Majors in Finance and Decision Sciences
Snap-on Incorporated August 2010 - Present
Barclays Capital September 2008 - March 2009
Lehman Brothers 2004 - 2008
Salomon Brothers 1987 - December 2002
Skills
Mergers & Acquisitions, Equities, Investment Banking, Valuation, Business Development, Management, Mergers, Financial Modeling, Business Strategy, Strategy, Corporate Finance
Education
The University of Chicago 1985 — 1987
Master of Business Administration, Summa Cum Laude, Concentrations in Finance, Statistics and Econometrics
University of Pennsylvania - The Wharton School 1981 — 1985
Bachelor of Science in Economics, Summa Cum Laude, Majors in Finance and Decision Sciences
Caitlin McLaughlin's Salomon Brothers Experience 1992 - 2000
Job Senior Human Resources Officer | Executive Business Partner | Corporate Talent Leader | Talent Acquisition Director
Industry Financial Services
Experience
PNC May 2009 - Present
Citigroup 2000 - 2008
Salomon Brothers 1992 - 2000
Skills
Investment Banking, Financial Services, Mergers, Equities, Banking, Talent Management, Relationship Management, Recruiting, Training, Mergers & Acquisitions, Management, Finance, Talent Acquisition, Analytics, Risk Management, Strategy, Business Development, Human Resources, Strategic Communications, Valuation, Executive Management, Leadership, Employee Engagement, Vendor Management
Education
University of Pittsburgh
BA, Political Communications
PNC May 2009 - Present
Citigroup 2000 - 2008
Salomon Brothers 1992 - 2000
Skills
Investment Banking, Financial Services, Mergers, Equities, Banking, Talent Management, Relationship Management, Recruiting, Training, Mergers & Acquisitions, Management, Finance, Talent Acquisition, Analytics, Risk Management, Strategy, Business Development, Human Resources, Strategic Communications, Valuation, Executive Management, Leadership, Employee Engagement, Vendor Management
Education
University of Pittsburgh
BA, Political Communications
Aalan Elliot's Salomon Brothers Experience February 1992 - September 1998
Job Senior Business Analyst at Raymond James Financial
Industry Financial Services
Experience
Raymond James & Associates, Inc 2001 - Present
Transform LLC March 2000 - September 2000
Salomon Brothers February 1992 - September 1998
Skills
Fixed Income Expertise, Business Analysis, SDLC, Visio, Requirements Gathering, Requirements Analysis, Process Improvement, SharePoint, SQL, User Acceptance Testing, Project Management, Analysis, Business Process..., Microsoft SQL Server
Education
University of Tampa - John H. Sykes College of Business 1994 — 1996
MBA, Economics/Marketing
University of South Florida 1987 — 1990
BSC, Finance/International Studies
Raymond James & Associates, Inc 2001 - Present
Transform LLC March 2000 - September 2000
Salomon Brothers February 1992 - September 1998
Skills
Fixed Income Expertise, Business Analysis, SDLC, Visio, Requirements Gathering, Requirements Analysis, Process Improvement, SharePoint, SQL, User Acceptance Testing, Project Management, Analysis, Business Process..., Microsoft SQL Server
Education
University of Tampa - John H. Sykes College of Business 1994 — 1996
MBA, Economics/Marketing
University of South Florida 1987 — 1990
BSC, Finance/International Studies
Pascale Chambers's Salomon Brothers Experience August 1992 - April 1998
Job Project Manager/Marketing
Industry Banking
Experience
Cumming Harvest April 2014 - Present
YMCA 2006 - Present
Appen Media Group September 2014 - January 2015
Career Solutions April 2008 - May 2009
Etrade Financial September 2006 - March 2008
Citibank June 2000 - October 2001
Bear Stearns May 1998 - May 2000
Salomon Brothers August 1992 - April 1998
Education
University of South Florida 1990 — 1992
BA, Psychology
Cumming Harvest April 2014 - Present
YMCA 2006 - Present
Appen Media Group September 2014 - January 2015
Career Solutions April 2008 - May 2009
Etrade Financial September 2006 - March 2008
Citibank June 2000 - October 2001
Bear Stearns May 1998 - May 2000
Salomon Brothers August 1992 - April 1998
Education
University of South Florida 1990 — 1992
BA, Psychology
Peter Olaynack's Salomon Brothers Experience June 1987 - July 1989
Job
Industry Financial Services
Experience
BQ Capital Partners December 2013 - Present
BookMyCity.com October 2013 - Present
Axial Capital Management LLC October 2007 - December 2013
Morgan Joseph & Co. Inc 2006 - 2007
Bear Stearns February 2004 - January 2006
Heritage Marketing Corporation July 1998 - June 2002
Citicorp January 1996 - July 1998
Bear Stearns April 1992 - January 1996
Bankers Trust August 1989 - April 1992
Salomon Brothers June 1987 - July 1989
Skills
Alternative Investments, Asset Management, Capital Markets, Corporate Development, Corporate Finance, Entrepreneurship, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Management, Mergers, Mergers, Portfolio Management, Private Equity, Securities, Finance, Start-ups, Strategy, Strategic Planning, Trading, Venture Capital, Valuation, Due Diligence
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA
University of Pennsylvania - The Wharton School 1983 — 1987
BS Economics
BQ Capital Partners December 2013 - Present
BookMyCity.com October 2013 - Present
Axial Capital Management LLC October 2007 - December 2013
Morgan Joseph & Co. Inc 2006 - 2007
Bear Stearns February 2004 - January 2006
Heritage Marketing Corporation July 1998 - June 2002
Citicorp January 1996 - July 1998
Bear Stearns April 1992 - January 1996
Bankers Trust August 1989 - April 1992
Salomon Brothers June 1987 - July 1989
Skills
Alternative Investments, Asset Management, Capital Markets, Corporate Development, Corporate Finance, Entrepreneurship, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Management, Mergers, Mergers, Portfolio Management, Private Equity, Securities, Finance, Start-ups, Strategy, Strategic Planning, Trading, Venture Capital, Valuation, Due Diligence
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA
University of Pennsylvania - The Wharton School 1983 — 1987
BS Economics
Kristen Nicolai's Salomon Brothers Experience 1991 - 1998
Job Treasury Analyst at BIC Graphic USA
Industry Accounting
Experience
BIC Graphic USA 2010 - Present
Tech Data Corp 2005 - 2009
Jabil Circuit 1999 - 2005
Salomon Brothers 1991 - 1998
Skills
General Ledger, Account Reconciliation, Payroll, Cash Management, Analysis, Journal Entries, Bank Reconciliation, Banking, Variance Analysis, Financial Reporting, Forecasting, Financial Analysis, Accounting
Education
University of Tampa - John H. Sykes College of Business
Bachelor of Science, Accounting
University of South Florida
Bachelor of Arts
BIC Graphic USA 2010 - Present
Tech Data Corp 2005 - 2009
Jabil Circuit 1999 - 2005
Salomon Brothers 1991 - 1998
Skills
General Ledger, Account Reconciliation, Payroll, Cash Management, Analysis, Journal Entries, Bank Reconciliation, Banking, Variance Analysis, Financial Reporting, Forecasting, Financial Analysis, Accounting
Education
University of Tampa - John H. Sykes College of Business
Bachelor of Science, Accounting
University of South Florida
Bachelor of Arts
Kevin Klare, CFA CTP's Salomon Brothers Experience 1992 - 1996
Job Financial Services Professional
Industry Financial Services
Experience
Citi August 2014 - Present
Citi November 2000 - December 2008
Citi 1998 - 2000
Danka Office Imaging 1996 - 1998
Salomon Brothers 1992 - 1996
Skills
Fixed Income, Derivatives, Trading, Risk Management, Interest Rate Swaps, Trading Strategies, Swaps, Capital Markets, Structured Products, Options, Hedge Funds, Middle Office, Interest Rate..., Bloomberg, Rates, Bonds, Series 7, Back Office, Equity Derivatives, Certified Treasury..., Chartered Financial..., Treasury, Financial Analysis, Management
Education
University of South Florida 1991 — 1995
BA, Accounting
Citi August 2014 - Present
Citi November 2000 - December 2008
Citi 1998 - 2000
Danka Office Imaging 1996 - 1998
Salomon Brothers 1992 - 1996
Skills
Fixed Income, Derivatives, Trading, Risk Management, Interest Rate Swaps, Trading Strategies, Swaps, Capital Markets, Structured Products, Options, Hedge Funds, Middle Office, Interest Rate..., Bloomberg, Rates, Bonds, Series 7, Back Office, Equity Derivatives, Certified Treasury..., Chartered Financial..., Treasury, Financial Analysis, Management
Education
University of South Florida 1991 — 1995
BA, Accounting
Glenda Womble's Salomon Brothers Experience June 1992 - November 1999
Job Educator ESE at School District of Hillsborough County
Industry Primary/Secondary Education
Experience
School District of Hillsborough County August 2007 - Present
Salomon Brothers June 1992 - November 1999
Education
University of South Florida 2005 — 2007
Bachelor of Applied Science (B.A.Sc.), Elementary Education and Teaching
Hillsborough Community College
Associate of Science (A.S.), Elementary Education and Teaching
School District of Hillsborough County August 2007 - Present
Salomon Brothers June 1992 - November 1999
Education
University of South Florida 2005 — 2007
Bachelor of Applied Science (B.A.Sc.), Elementary Education and Teaching
Hillsborough Community College
Associate of Science (A.S.), Elementary Education and Teaching
David H. Shulman's Salomon Brothers Experience 1984 - 1991
Job Managing Partner, Guarded Partners, LLC
Industry Financial Services
Experience
Guarded Partners LLC August 2011 - Present
BasePoint Capital April 2011 - December 2014
Guarded Capital LLC September 2008 - September 2011
UBS Investment Bank 2006 - 2008
UBS Investment Bank 2006 - 2008
UBS Investment Bank 1998 - 2006
UBS Investment Bank 1996 - 1998
Rodman & Renshaw 1991 - 1996
Salomon Brothers 1984 - 1991
Skills
Investment Banking, Fixed Income, Structured Products, Bonds, CRM, Capital Markets, Private Equity, Investments, Structured Finance, Finance, Securities, Hedge Funds, Financial Modeling, Risk Management, Loans, Alternative Investments, Derivatives, Equities, Financial Structuring, Bloomberg, Trading, Financial Markets, Emerging Markets, Options, Credit Derivatives, Asset Management
Education
University of Pennsylvania - The Wharton School 1980 — 1984
B.S., Economics
Guarded Partners LLC August 2011 - Present
BasePoint Capital April 2011 - December 2014
Guarded Capital LLC September 2008 - September 2011
UBS Investment Bank 2006 - 2008
UBS Investment Bank 2006 - 2008
UBS Investment Bank 1998 - 2006
UBS Investment Bank 1996 - 1998
Rodman & Renshaw 1991 - 1996
Salomon Brothers 1984 - 1991
Skills
Investment Banking, Fixed Income, Structured Products, Bonds, CRM, Capital Markets, Private Equity, Investments, Structured Finance, Finance, Securities, Hedge Funds, Financial Modeling, Risk Management, Loans, Alternative Investments, Derivatives, Equities, Financial Structuring, Bloomberg, Trading, Financial Markets, Emerging Markets, Options, Credit Derivatives, Asset Management
Education
University of Pennsylvania - The Wharton School 1980 — 1984
B.S., Economics
Craig Wellen's Salomon Brothers Experience 1996 - 1997
Job CFO of Silicor Materials
Industry Renewables & Environment
Experience
Silicor Materials January 2014 - Present
Marco Polo International Inc. January 2014 - Present
BPL Global January 2012 - December 2013
Greentech Capital Advisors 2009 - December 2012
Citigroup 2005 - 2009
Société Générale 1997 - 2005
Salomon Brothers 1996 - 1997
Education
University of Pennsylvania 1992 — 1996
BS in Economics, Wharton School of Business; BA, College of Arts and Sciences
Silicor Materials January 2014 - Present
Marco Polo International Inc. January 2014 - Present
BPL Global January 2012 - December 2013
Greentech Capital Advisors 2009 - December 2012
Citigroup 2005 - 2009
Société Générale 1997 - 2005
Salomon Brothers 1996 - 1997
Education
University of Pennsylvania 1992 — 1996
BS in Economics, Wharton School of Business; BA, College of Arts and Sciences
Teresa Holley's Salomon Brothers Experience 1992 - 1998
Job Senior Financial Analyst/Team Leader at Nestle Professional
Industry Food & Beverages
Experience
Nestle Professional July 2006 - Present
Essilor of America 2000 - 2006
Salomon Brothers 1992 - 1998
Skills
Forecasting, Financial Analysis, Budgets, Financial Reporting, Accounting, Inventory Management, Strategic Planning, Analysis, Process Improvement, Cross-functional Team..., Microsoft Excel, Team Building, Food Service, Negotiation, Team Leadership, New Business Development, PowerPoint, Variance Analysis
Education
University of Tampa - John H. Sykes College of Business 1999 — 2002
MBA
University of South Florida - College of Business Administration 1989 — 1992
Bachelor of Science (B.S.), Finance, General
Nestle Professional July 2006 - Present
Essilor of America 2000 - 2006
Salomon Brothers 1992 - 1998
Skills
Forecasting, Financial Analysis, Budgets, Financial Reporting, Accounting, Inventory Management, Strategic Planning, Analysis, Process Improvement, Cross-functional Team..., Microsoft Excel, Team Building, Food Service, Negotiation, Team Leadership, New Business Development, PowerPoint, Variance Analysis
Education
University of Tampa - John H. Sykes College of Business 1999 — 2002
MBA
University of South Florida - College of Business Administration 1989 — 1992
Bachelor of Science (B.S.), Finance, General
David Rudnick's Salomon Brothers Experience February 1996 - December 1997
Job Director at Precept Consulting LLC
Industry Financial Services
Experience
Precept Consulting LLC November 2013 - Present
CCG Investor Relations February 2011 - October 2013
Venture Advisors January 2008 - December 2010
Sharps USA February 2005 - December 2007
Morgan Stanley March 1998 - June 2004
Salomon Brothers February 1996 - December 1997
Skills
Valuation, Investor Relations, Investment Banking, Financial Analysis, Equity Research, Fixed Income, Due Diligence, Emerging Markets, Marketing, Financial Markets, Portfolio Management, Competitive Analysis, Asset Managment, Funding, Alternative Investments, Asset Management, Equities, Investments, Strategy
Education
University of Pennsylvania
Bachelor's degree, Economics
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance
Precept Consulting LLC November 2013 - Present
CCG Investor Relations February 2011 - October 2013
Venture Advisors January 2008 - December 2010
Sharps USA February 2005 - December 2007
Morgan Stanley March 1998 - June 2004
Salomon Brothers February 1996 - December 1997
Skills
Valuation, Investor Relations, Investment Banking, Financial Analysis, Equity Research, Fixed Income, Due Diligence, Emerging Markets, Marketing, Financial Markets, Portfolio Management, Competitive Analysis, Asset Managment, Funding, Alternative Investments, Asset Management, Equities, Investments, Strategy
Education
University of Pennsylvania
Bachelor's degree, Economics
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance
Greg Parseghian's Salomon Brothers Experience 1994 - 1995
Job Parseghian Investment Advisors
Industry Investment Management
Experience
Parseghian Investment Advisors May 2005 - Present
Smooth Ambler Spirits 2009 - 2014
Smooth Ambler Spirits 2009 - 2014
Smooth Ambler Spirits 2009 - 2014
Freddie Mac 1995 - 2003
Salomon Brothers 1994 - 1995
BlackRock 1992 - 1994
Credit Suisse 1982 - 1992
CS First Boston 1982 - 1992
Credit Suisse First Boston 1982 - 1992
Skills
Investments, MBS, Capital Markets, Fixed Income, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1978 — 1982
MBA, Finance
University of Pennsylvania - The Wharton School 1978 — 1982
BS, Economics
Parseghian Investment Advisors May 2005 - Present
Smooth Ambler Spirits 2009 - 2014
Smooth Ambler Spirits 2009 - 2014
Smooth Ambler Spirits 2009 - 2014
Freddie Mac 1995 - 2003
Salomon Brothers 1994 - 1995
BlackRock 1992 - 1994
Credit Suisse 1982 - 1992
CS First Boston 1982 - 1992
Credit Suisse First Boston 1982 - 1992
Skills
Investments, MBS, Capital Markets, Fixed Income, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1978 — 1982
MBA, Finance
University of Pennsylvania - The Wharton School 1978 — 1982
BS, Economics
Jeff Kronthal's Salomon Brothers Experience July 1978 - July 1988
Job Co Managing Partner at KLS Diversified Asset Management
Industry Investment Management
Experience
KLS Diversified Asset Management Senior Vice President, Operating CommitteeMerrill LynchAugust 1989 - August 2006
Salomon Brothers July 1978 - July 1988
Education
University of Pennsylvania - The Wharton School 1973 — 1978
BA + MBA, Accounting and Finance
KLS Diversified Asset Management Senior Vice President, Operating CommitteeMerrill LynchAugust 1989 - August 2006
Salomon Brothers July 1978 - July 1988
Education
University of Pennsylvania - The Wharton School 1973 — 1978
BA + MBA, Accounting and Finance
Leanne Hahn's Salomon Brothers Experience 1991 - 1998
Job GPO Regulatory Reporting Architecture VP at Citigroup
Industry Financial Services
Richard Steingraber's Salomon Brothers Experience 1976 - 1977
Job Partner at American Working Capital, LLC
Industry Investment Banking
Experience
American Working Capital, LLC 2010 - Present
KPMG Corporate Finance LLC 2006 - 2010
Duff & Phelps 2002 - 2006
Wachovia Securities Financial Network 1999 - 2002
Interstate/Johnson Lane 1977 - 1999
Salomon Brothers 1976 - 1977
Skills
M&A Negotiations, M&A execution, Private Equity, Public Equity Offerings, Recapitalizations, Strategic Business..., Fairness Opinions, ESOP, Capital Markets, Mergers & Acquisitions, Equity Capital Markets, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1972 — 1976
Bachelor of Science (BS), Economics
The Lovett School 1967 — 1972
American Working Capital, LLC 2010 - Present
KPMG Corporate Finance LLC 2006 - 2010
Duff & Phelps 2002 - 2006
Wachovia Securities Financial Network 1999 - 2002
Interstate/Johnson Lane 1977 - 1999
Salomon Brothers 1976 - 1977
Skills
M&A Negotiations, M&A execution, Private Equity, Public Equity Offerings, Recapitalizations, Strategic Business..., Fairness Opinions, ESOP, Capital Markets, Mergers & Acquisitions, Equity Capital Markets, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1972 — 1976
Bachelor of Science (BS), Economics
The Lovett School 1967 — 1972
Denise Dennis's Salomon Brothers Experience 1985 - 1988
Job Managing Director Aspen Global Partners LLC
Industry Staffing and Recruiting
Experience
Aspen Global Partners LLC 2002 - Present
Korn Ferry International 2000 - 2002
Recruiting Consulting 1994 - 2000
Pepsi Cola Company 1991 - 1994
Smith Hanley Associates 1988 - 1991
Salomon Brothers 1985 - 1988
Education
University of Pittsburgh 1983 — 1984
MBA
Aspen Global Partners LLC 2002 - Present
Korn Ferry International 2000 - 2002
Recruiting Consulting 1994 - 2000
Pepsi Cola Company 1991 - 1994
Smith Hanley Associates 1988 - 1991
Salomon Brothers 1985 - 1988
Education
University of Pittsburgh 1983 — 1984
MBA
Daniela Ballard's Salomon Brothers Experience 1994 - 1999
Job Financial Economist at U.S. Department of State
Industry International Affairs
Experience
U.S. Department of State PrincipalBank of America1999 - 2001
Salomon Brothers 1994 - 1999
Education
University of Pennsylvania 1992 — 1994
MA, International Relations
Wharton Business School 1992 — 1994
MBA, Finance
Bryn Mawr College
1990, Economics
U.S. Department of State PrincipalBank of America1999 - 2001
Salomon Brothers 1994 - 1999
Education
University of Pennsylvania 1992 — 1994
MA, International Relations
Wharton Business School 1992 — 1994
MBA, Finance
Bryn Mawr College
1990, Economics
Linda Filar's Salomon Brothers Experience 1993 - 1996
Job Investment Banking Professional
Industry Investment Banking
Experience
UBS Investment Bank 2006 - 2011
RBS Global Banking & Markets 1996 - 2006
Salomon Brothers 1993 - 1996
Education
NYU Stern School of Business 1999 — 2002
MBA, Economics and Finance
University of Notre Dame 1986 — 1990
BBA, Finance
UBS Investment Bank 2006 - 2011
RBS Global Banking & Markets 1996 - 2006
Salomon Brothers 1993 - 1996
Education
NYU Stern School of Business 1999 — 2002
MBA, Economics and Finance
University of Notre Dame 1986 — 1990
BBA, Finance
Koenig Gerry's Salomon Brothers Experience September 1983 - August 1985
Job Chief Executive Officer at HealtheIron, LLC
Industry Health, Wellness and Fitness
Experience
Health-e-Iron, LLC 2008 - Present
Drexel Burnham Lambert September 1985 - April 1993
Salomon Brothers September 1983 - August 1985
Skills
Wellness, Fitness, Strategic Planning, Wellness Coaching, Entrepreneurship, Healthcare, Pharmaceutical Industry, Public Speaking, Coaching, Nutrition, Small Business, Marketing, Start-ups, Fundraising, Leadership Development, Training, Event Planning, Strategy, Team Building, Community Outreach, Social Media, Leadership, Business Development, Nonprofits, Sales, Business Strategy, Contract Negotiation, Social Media Marketing, Marketing Strategy, Public Relations, New Business Development
Education
University of Pennsylvania
Health-e-Iron, LLC 2008 - Present
Drexel Burnham Lambert September 1985 - April 1993
Salomon Brothers September 1983 - August 1985
Skills
Wellness, Fitness, Strategic Planning, Wellness Coaching, Entrepreneurship, Healthcare, Pharmaceutical Industry, Public Speaking, Coaching, Nutrition, Small Business, Marketing, Start-ups, Fundraising, Leadership Development, Training, Event Planning, Strategy, Team Building, Community Outreach, Social Media, Leadership, Business Development, Nonprofits, Sales, Business Strategy, Contract Negotiation, Social Media Marketing, Marketing Strategy, Public Relations, New Business Development
Education
University of Pennsylvania
Dolorene Sackman's Salomon Brothers Experience December 1978 - June 1980
Job Project Assistant (Temporary) at Burr & Forman LLP
Industry Restaurants
Experience
Burr & Forman LLP August 2013 - August 2014
Bloomin' Brands, Inc. April 2005 - August 2013
Trinsic Communications f/k/a Z-Tel Communications, Inc. October 2000 - April 2003
Trinsic Communications f/k/a Z-Tel Communications, Inc. April 1998 - October 2000
Foley & Lardner LLP April 1997 - April 1998
Carlton Fields, P.A. February 1989 - October 1995
Trenam Kemker July 1983 - July 1985
McDermott Will & Emery April 1981 - June 1983
Salomon Brothers December 1978 - June 1980
Skills
Legal Research, Writing, Litigation, Research, Corporate Law, Intellectual Property, Outlook, Mergers & Acquisitions, Microsoft Word, Microsoft Office, Marketing, Microsoft Excel, Customer Service, Proofreading, Trademarks, Due Diligence, Time Management, Copyright Law
Education
Joliet Jr. College 1975 — 1975
Gavit High School
University of South Florida
Burr & Forman LLP August 2013 - August 2014
Bloomin' Brands, Inc. April 2005 - August 2013
Trinsic Communications f/k/a Z-Tel Communications, Inc. October 2000 - April 2003
Trinsic Communications f/k/a Z-Tel Communications, Inc. April 1998 - October 2000
Foley & Lardner LLP April 1997 - April 1998
Carlton Fields, P.A. February 1989 - October 1995
Trenam Kemker July 1983 - July 1985
McDermott Will & Emery April 1981 - June 1983
Salomon Brothers December 1978 - June 1980
Skills
Legal Research, Writing, Litigation, Research, Corporate Law, Intellectual Property, Outlook, Mergers & Acquisitions, Microsoft Word, Microsoft Office, Marketing, Microsoft Excel, Customer Service, Proofreading, Trademarks, Due Diligence, Time Management, Copyright Law
Education
Joliet Jr. College 1975 — 1975
Gavit High School
University of South Florida
Brian McGibbon's Salomon Brothers Experience June 1994 - May 1998
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse October 2009 - Present
Citi May 1998 - August 2009
Salomon Brothers June 1994 - May 1998
Education
University of South Florida 1991 — 1994
Bachelor's degree, Accounting
Hillsborough Community College 1989 — 1991
Associate's degree, Business/Commerce, General
Credit Suisse October 2009 - Present
Citi May 1998 - August 2009
Salomon Brothers June 1994 - May 1998
Education
University of South Florida 1991 — 1994
Bachelor's degree, Accounting
Hillsborough Community College 1989 — 1991
Associate's degree, Business/Commerce, General
Louis S. Wolfe's Salomon Brothers Experience May 1983 - March 1992
Job Managing Partner and CoFounder at Merritt Capital
Industry Investment Management
Experience
Merritt Capital January 2005 - Present
Tabor Academy September 1996 - Present
Deutsche Bank April 2002 - December 2004
Merrill Lynch March 2000 - February 2002
Merrill Lynch February 1997 - March 2000
Merrill Lynch March 1992 - February 1997
Salomon Brothers May 1983 - March 1992
AG Becker January 1982 - May 1983
Mellon Bank January 1974 - January 1982
Education
University of Pennsylvania - The Wharton School 1973 — 1973
Master of Business Administration (MBA)
University of Pennsylvania 1968 — 1972
Bachelor of Arts (B.A.)
Tabor Academy 1964 — 1968
Merritt Capital January 2005 - Present
Tabor Academy September 1996 - Present
Deutsche Bank April 2002 - December 2004
Merrill Lynch March 2000 - February 2002
Merrill Lynch February 1997 - March 2000
Merrill Lynch March 1992 - February 1997
Salomon Brothers May 1983 - March 1992
AG Becker January 1982 - May 1983
Mellon Bank January 1974 - January 1982
Education
University of Pennsylvania - The Wharton School 1973 — 1973
Master of Business Administration (MBA)
University of Pennsylvania 1968 — 1972
Bachelor of Arts (B.A.)
Tabor Academy 1964 — 1968
Patrick Coyle, CAMS's Salomon Brothers Experience June 1995 - January 1998
Job Fin'l Securities Industry Professional
Industry Investment Banking
Experience
JPMorgan March 2010 - March 2014
Bear Stearns May 2000 - March 2010
Citi January 1998 - May 2000
Salomon Brothers June 1995 - January 1998
United States Marine Corps July 1978 - July 1982
Skills
Financial Services, Equities, Fixed Income, Investment Banking, Trading, Trading Systems, Anti Money Laundering, Mutual Funds, Customer Service, Electronic Trading, Management, Options, Derivatives, Microsoft Office, Back Office, Prime Brokerage, Broker-Dealer, Asset Management, Technical Support, Bloomberg, Registered Investment..., KYC, Leadership, AML, Microsoft Excel, Microsoft Word, OFAC, Settlement, Salesforce.com, Bank Secrecy Act, USA PATRIOT Act, Global Custody, Quality Assurance, Market Data, Foreign Exchange, IBM AS/400, Training, Financial Analysis, Research, Operations Management
Education
University of South Florida
Bachelor of Arts (BA), Finance, General
Hillsborough Community College
Associate of Science (A.S.), Fire Prevention and Safety Technology/Technician
JPMorgan March 2010 - March 2014
Bear Stearns May 2000 - March 2010
Citi January 1998 - May 2000
Salomon Brothers June 1995 - January 1998
United States Marine Corps July 1978 - July 1982
Skills
Financial Services, Equities, Fixed Income, Investment Banking, Trading, Trading Systems, Anti Money Laundering, Mutual Funds, Customer Service, Electronic Trading, Management, Options, Derivatives, Microsoft Office, Back Office, Prime Brokerage, Broker-Dealer, Asset Management, Technical Support, Bloomberg, Registered Investment..., KYC, Leadership, AML, Microsoft Excel, Microsoft Word, OFAC, Settlement, Salesforce.com, Bank Secrecy Act, USA PATRIOT Act, Global Custody, Quality Assurance, Market Data, Foreign Exchange, IBM AS/400, Training, Financial Analysis, Research, Operations Management
Education
University of South Florida
Bachelor of Arts (BA), Finance, General
Hillsborough Community College
Associate of Science (A.S.), Fire Prevention and Safety Technology/Technician
Salomon Smith Barney
Paine Webber
PaineWebber
Drexel Burnham Lambert
Salomon Brothers Inc.
Paine Webber, Inc
Soloman Smith Barney
Solomon Brothers