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
Kathleen Comerford Kathleen Comerford's Salomon Brothers Experience 2001 - 2002
Job Realtor at Berkshire Hathaway Homes Services | Florida Realty
Industry Real Estate
Experience
Berkshire Hathaway Home Services Florida Realty May 2013 - Present
Split Rock Associates, Inc. 2003 - Present
Salomon Brothers 2001 - 2002
Credit Suisse First Boston 1998 - 2001
BT Alex Brown 1996 - 1998
Skills
Asset Managment, Investments, Private Equity, Real Estate, Mergers, Portfolio Management, Equities, Investment Banking, Venture Capital, Entrepreneurship, Capital Markets, Valuation, Financial Modeling, Structured Finance, Hedge Funds, Mergers & Acquisitions, Asset Management, Due Diligence, Construction, Real Estate Economics, Investment Properties, Renovation, Construction Management, Real Estate Development, Contract Negotiation, Contractors, Commercial Real Estate, Residential Homes
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance, Real Estate
City University of New York-Hunter College
B.A., Computer Science, Political Science minor in Mathematics
Berkshire Hathaway Home Services Florida Realty May 2013 - Present
Split Rock Associates, Inc. 2003 - Present
Salomon Brothers 2001 - 2002
Credit Suisse First Boston 1998 - 2001
BT Alex Brown 1996 - 1998
Skills
Asset Managment, Investments, Private Equity, Real Estate, Mergers, Portfolio Management, Equities, Investment Banking, Venture Capital, Entrepreneurship, Capital Markets, Valuation, Financial Modeling, Structured Finance, Hedge Funds, Mergers & Acquisitions, Asset Management, Due Diligence, Construction, Real Estate Economics, Investment Properties, Renovation, Construction Management, Real Estate Development, Contract Negotiation, Contractors, Commercial Real Estate, Residential Homes
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance, Real Estate
City University of New York-Hunter College
B.A., Computer Science, Political Science minor in Mathematics
Jay S. Jablonow Jay S. Jablonow's Salomon Brothers Experience June 1981 - May 1986
Job Rockwood Asset Management
Industry Financial Services
Experience
Rockwood Asset Management September 2014 - Present
IronRock Capital Partners February 2014 - June 2014
EverBank September 2013 - December 2013
GC Andersen Partners LLC November 2011 - June 2013
Cappello Capital Corp. October 2009 - October 2011
Flagstone Securities June 2007 - December 2008
Merrill Lynch May 1989 - May 1990
Drexel Burnham Lambert May 1986 - May 1989
Salomon Brothers June 1981 - May 1986
Skills
Hedge Funds, Investments, Equities, Series 7, Series 24, Series 63, Restructuring, Corporate Development, Trading, Structured Finance
Education
Washington University in St. Louis 1979 — 1981
MBA, Finance
Washington University in St. Louis 1977 — 1979
BS Business Administration, Finance
University of Southern California 1976 — 1977
Film
Colorado College 1974 — 1976
Liberal Arts
St Louis Country Day 1966 — 1974
Rockwood Asset Management September 2014 - Present
IronRock Capital Partners February 2014 - June 2014
EverBank September 2013 - December 2013
GC Andersen Partners LLC November 2011 - June 2013
Cappello Capital Corp. October 2009 - October 2011
Flagstone Securities June 2007 - December 2008
Merrill Lynch May 1989 - May 1990
Drexel Burnham Lambert May 1986 - May 1989
Salomon Brothers June 1981 - May 1986
Skills
Hedge Funds, Investments, Equities, Series 7, Series 24, Series 63, Restructuring, Corporate Development, Trading, Structured Finance
Education
Washington University in St. Louis 1979 — 1981
MBA, Finance
Washington University in St. Louis 1977 — 1979
BS Business Administration, Finance
University of Southern California 1976 — 1977
Film
Colorado College 1974 — 1976
Liberal Arts
St Louis Country Day 1966 — 1974
Karen Pennerman's Salomon Brothers Experience January 1975 - December 1981
Job Legal Assistant/Executive Assistant/Transcriptionist/Word Processor
Industry Executive Office
Experience
Mozley, Finlayson & Loggins LLP January 2013 - September 2014
Loeb, Block & Partners April 2001 - August 2012
Throgs Neck Taekwondo Center August 1994 - December 2005
Words Unlimited January 1987 - January 2004
KAYE, SCHOLER January 1997 - January 2000
Kirkland & Ellis LLP May 1992 - August 1995
WEIL GOTSHAL & MANGES January 1987 - January 1989
Brown & Wood January 1986 - December 1987
Merrill Lynch January 1981 - December 1984
Salomon Brothers January 1975 - December 1981
Skills
Type 120+ wpm, Microsoft Office, Microsoft Word, Outlook, Adobe Acrobat, Corporate Law, Event Planning, Entrepreneurship, Entertainment, Music, Audio Transcription, Proofreading, Editing, Research, Organizational..., Time Management, Oral & Written..., Multi Tasking, Confidentiality, Word Processing, Typing, Fax, Wordperfect, Administrative..., Legal Assistance, Customer Service, Independent Contractors, Screenplays, Manuscript, Plays, Supervisory Experience, Process Scheduler, Data Entry, Calendars, Transcription, Executive Travel, Travel Arrangements, C-Level Executive..., Invoicing, Executive Calendar..., Written Correspondence, Executive Correspondence, Training, Heavy Calendaring, Executive Level...
Education
City University of New York-Herbert H. Lehman College 2000 — 2005
Bachelor of Arts (B.A.), African American Studies, Magna Cum Laude
Lehman College 2000 — 2005
Bachelor of Arts Degree, African-American Studies
Mozley, Finlayson & Loggins LLP January 2013 - September 2014
Loeb, Block & Partners April 2001 - August 2012
Throgs Neck Taekwondo Center August 1994 - December 2005
Words Unlimited January 1987 - January 2004
KAYE, SCHOLER January 1997 - January 2000
Kirkland & Ellis LLP May 1992 - August 1995
WEIL GOTSHAL & MANGES January 1987 - January 1989
Brown & Wood January 1986 - December 1987
Merrill Lynch January 1981 - December 1984
Salomon Brothers January 1975 - December 1981
Skills
Type 120+ wpm, Microsoft Office, Microsoft Word, Outlook, Adobe Acrobat, Corporate Law, Event Planning, Entrepreneurship, Entertainment, Music, Audio Transcription, Proofreading, Editing, Research, Organizational..., Time Management, Oral & Written..., Multi Tasking, Confidentiality, Word Processing, Typing, Fax, Wordperfect, Administrative..., Legal Assistance, Customer Service, Independent Contractors, Screenplays, Manuscript, Plays, Supervisory Experience, Process Scheduler, Data Entry, Calendars, Transcription, Executive Travel, Travel Arrangements, C-Level Executive..., Invoicing, Executive Calendar..., Written Correspondence, Executive Correspondence, Training, Heavy Calendaring, Executive Level...
Education
City University of New York-Herbert H. Lehman College 2000 — 2005
Bachelor of Arts (B.A.), African American Studies, Magna Cum Laude
Lehman College 2000 — 2005
Bachelor of Arts Degree, African-American Studies
John M. D'Elisa John M. D'Elisa's Salomon Brothers Experience 1993 - 1993
Job Senior Manager, Structured Finance Advisory Services at EY
Industry Financial Services
Experience
EY November 2014 - Present
RBS Global Banking & Markets October 2008 - 2014
RBS Greenwich Capital 1996 - 2008
Deloitte 1991 - 1996
Salomon Brothers 1993 - 1993
Merrill Lynch 1990 - 1991
Grumman Aerospace 1985 - 1990
Skills
Fixed Income, Capital Markets, Structured Finance, Derivatives, Finance, Securitization, Investment Banking, Equities, Financial Modeling, Residential Mortgages, Financial Structuring, MBS, ABS, Valuation, Trading, Structured Products, Real Estate, Trading Systems, NPL Securitization, Intex, Intex Desktop, Microsoft Excel, Bloomberg, Series 7, Series 63, Sports Coaching, Bonds, Securities, Loans, Financial Markets, Credit Derivatives
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance
Polytechnic University
Master of Science (M.S.), Operations Management
Bucknell University 1981 — 1985
Bachelor of Science (B.S.), Electrical Engineering
Ward Melville High School 1978 — 1981
EY November 2014 - Present
RBS Global Banking & Markets October 2008 - 2014
RBS Greenwich Capital 1996 - 2008
Deloitte 1991 - 1996
Salomon Brothers 1993 - 1993
Merrill Lynch 1990 - 1991
Grumman Aerospace 1985 - 1990
Skills
Fixed Income, Capital Markets, Structured Finance, Derivatives, Finance, Securitization, Investment Banking, Equities, Financial Modeling, Residential Mortgages, Financial Structuring, MBS, ABS, Valuation, Trading, Structured Products, Real Estate, Trading Systems, NPL Securitization, Intex, Intex Desktop, Microsoft Excel, Bloomberg, Series 7, Series 63, Sports Coaching, Bonds, Securities, Loans, Financial Markets, Credit Derivatives
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance
Polytechnic University
Master of Science (M.S.), Operations Management
Bucknell University 1981 — 1985
Bachelor of Science (B.S.), Electrical Engineering
Ward Melville High School 1978 — 1981
Peter Taggart Peter Taggart's Salomon Brothers Experience 1989 - 1998
Job Institutional Client Relations at Prudential Fixed Income
Industry Investment Management
Experience
Prudential Fixed Income August 2002 - Present
WestAM 2000 - 2002
Forstmann-Leff 1998 - 2000
Salomon Brothers 1989 - 1998
Credit Suisse 1984 - 1989
Education
Colgate University 1976 — 1980
BA, Computer and Information Studies
Prudential Fixed Income August 2002 - Present
WestAM 2000 - 2002
Forstmann-Leff 1998 - 2000
Salomon Brothers 1989 - 1998
Credit Suisse 1984 - 1989
Education
Colgate University 1976 — 1980
BA, Computer and Information Studies
Jeffrey J. Schwartz, CFA Jeffrey J. Schwartz, CFA's Salomon Brothers Experience 1989 - 1992
Job Executive Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank September 2013 - Present
Barclays Capital 1994 - 2013
Salomon Brothers 1989 - 1992
Skills
Fixed Income, Bonds, Trading, Investment Banking, Derivatives, Swaps, Capital Markets, Hedge Funds, Interest Rate..., Electronic Trading, Series 7, Financial Risk, Bloomberg, Banking, Finance, Treasury, Rates, Market Risk, Valuation, Credit Derivatives, Interest Rate Swaps, Money Market
Education
Columbia Business School
Master of Business Administration (MBA), Accounting and Finance
University of Pennsylvania - The Wharton School
Bachelor of Science (BS), Finance
UBS Investment Bank September 2013 - Present
Barclays Capital 1994 - 2013
Salomon Brothers 1989 - 1992
Skills
Fixed Income, Bonds, Trading, Investment Banking, Derivatives, Swaps, Capital Markets, Hedge Funds, Interest Rate..., Electronic Trading, Series 7, Financial Risk, Bloomberg, Banking, Finance, Treasury, Rates, Market Risk, Valuation, Credit Derivatives, Interest Rate Swaps, Money Market
Education
Columbia Business School
Master of Business Administration (MBA), Accounting and Finance
University of Pennsylvania - The Wharton School
Bachelor of Science (BS), Finance
Joe Barber Sr. Joe Barber Sr.'s Salomon Brothers Experience 1997 - 1999
Job
Industry Capital Markets
Experience
Self Employed- Free Agent!!!!! November 2014 - Present
RCap, a division of Annaly Capital Mgmt. February 2012 - April 2013
Citigroup 1999 - 2010
Salomon Brothers 1997 - 1999
Smith Barney 1994 - 1997
CM& M 1984 - 1994
Education
College of the Holy Cross
Iona Prep
Self Employed- Free Agent!!!!! November 2014 - Present
RCap, a division of Annaly Capital Mgmt. February 2012 - April 2013
Citigroup 1999 - 2010
Salomon Brothers 1997 - 1999
Smith Barney 1994 - 1997
CM& M 1984 - 1994
Education
College of the Holy Cross
Iona Prep
Sylvia Arroyo Sylvia Arroyo's Salomon Brothers Experience January 1977 - August 1983
Job Senior Medicaid Healthcare Investigator at Montefiore Medical Center
Industry Hospital & Health Care
Experience
Montefiore Medical Center September 2007 - Present
weiner, zuckerbrot,weiss and newman January 1987 - February 1990
Salomon Brothers January 1977 - August 1983
Skills
Hospitals, Healthcare, Healthcare Management, Clinical Research, Nursing, EMR, Critical Care, Pediatrics, Healthcare Information..., ACLS, Inpatient, Patient Safety, Home Care
Education
Hunter College 1976 — 1979
washington irving high school 1973 — 1976
Montefiore Medical Center September 2007 - Present
weiner, zuckerbrot,weiss and newman January 1987 - February 1990
Salomon Brothers January 1977 - August 1983
Skills
Hospitals, Healthcare, Healthcare Management, Clinical Research, Nursing, EMR, Critical Care, Pediatrics, Healthcare Information..., ACLS, Inpatient, Patient Safety, Home Care
Education
Hunter College 1976 — 1979
washington irving high school 1973 — 1976
David Kalish David Kalish's Salomon Brothers Experience May 1986 - January 1994
Job President, COO of The Indigo Education Company
Industry Education Management
Experience
The Indigo Education Company / Foundation February 2014 - Present
Colorado HealthOP October 2014 - Present
Home January 2013 - Present
The D. E. Shaw Group February 2008 - January 2013
Citadel Investment Group August 2002 - December 2005
The D. E. Shaw Group February 1994 - July 2002
Salomon Brothers May 1986 - January 1994
Education
Columbia Engineering 1984 — 1986
BS, Industrial Engineering
Colgate University 1981 — 1984
AB, Physics
The Indigo Education Company / Foundation February 2014 - Present
Colorado HealthOP October 2014 - Present
Home January 2013 - Present
The D. E. Shaw Group February 2008 - January 2013
Citadel Investment Group August 2002 - December 2005
The D. E. Shaw Group February 1994 - July 2002
Salomon Brothers May 1986 - January 1994
Education
Columbia Engineering 1984 — 1986
BS, Industrial Engineering
Colgate University 1981 — 1984
AB, Physics
Tom Schnurr Tom Schnurr's Salomon Brothers Experience 1997 - 1999
Job formerly: Managing Director Head Trader at Stifel Nicolaus Canada
Industry Financial Services
Experience
Stifel Nicolaus Canada 2008 - 2013
Thomas Weisel Partners 1999 - 2008
Salomon Brothers 1997 - 1999
Salomon Brothers 1992 - 1997
Skills
Investments, Equities, Block Trading, US Equities, Canadian Securities..., Capital Markets, Mutual Funds, Hedge Funds, Series 7, Series 63, Bloomberg
Education
CFA Institute
CFA Charter
College of the Holy Cross
Bachelor of Arts (BA), Economics
Stifel Nicolaus Canada 2008 - 2013
Thomas Weisel Partners 1999 - 2008
Salomon Brothers 1997 - 1999
Salomon Brothers 1992 - 1997
Skills
Investments, Equities, Block Trading, US Equities, Canadian Securities..., Capital Markets, Mutual Funds, Hedge Funds, Series 7, Series 63, Bloomberg
Education
CFA Institute
CFA Charter
College of the Holy Cross
Bachelor of Arts (BA), Economics
Carter L. Burgess, Jr. Carter L. Burgess, Jr.'s Salomon Brothers Experience 1990 - 1997
Job Head, Board of Directors Practice at RSR Partners
Industry Management Consulting
Experience
RSR Partners 2002 - Present
Egon Zehnder 1997 - 2002
Salomon Brothers 1990 - 1997
Education
Brown University
Bachelor's degree, International Relations and Affairs
Columbia University - Columbia Business School
Master of Business Administration (MBA)
RSR Partners 2002 - Present
Egon Zehnder 1997 - 2002
Salomon Brothers 1990 - 1997
Education
Brown University
Bachelor's degree, International Relations and Affairs
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Traci Peterson's Salomon Brothers Experience June 1993 - June 1995
Job Healthcare IT Principal and Owner at Point B
Industry Information Technology and Services
Experience
Point B September 2012 - Present
Deloitte Consulting June 2010 - August 2012
The TriZetto Group August 2000 - June 2010
Rocky Mountain Health Plans July 1999 - August 2000
Keane July 1997 - August 1999
Transform (321 Transform LLC) June 1995 - June 1997
Salomon Brothers June 1993 - June 1995
Skills
SDLC, Business Process..., Solution Architecture, Business Analysis, Vendor Management, Integration, Outsourcing, IT Strategy, Consulting, Change Management, Management Consulting, Analysis, Software Project..., Enterprise Software, Requirements Gathering, Project Management, IT Management, Cloud Computing, ITIL, Agile Methodologies, Leadership, Enterprise Architecture
Education
University of South Florida 1992 — 1993
B.S., Accounting and Finance
University of Florida 1989 — 1992
Accounting and Finance
Colorado State University
Business Administration
Point B September 2012 - Present
Deloitte Consulting June 2010 - August 2012
The TriZetto Group August 2000 - June 2010
Rocky Mountain Health Plans July 1999 - August 2000
Keane July 1997 - August 1999
Transform (321 Transform LLC) June 1995 - June 1997
Salomon Brothers June 1993 - June 1995
Skills
SDLC, Business Process..., Solution Architecture, Business Analysis, Vendor Management, Integration, Outsourcing, IT Strategy, Consulting, Change Management, Management Consulting, Analysis, Software Project..., Enterprise Software, Requirements Gathering, Project Management, IT Management, Cloud Computing, ITIL, Agile Methodologies, Leadership, Enterprise Architecture
Education
University of South Florida 1992 — 1993
B.S., Accounting and Finance
University of Florida 1989 — 1992
Accounting and Finance
Colorado State University
Business Administration
Andrew Friedwald Andrew Friedwald's Salomon Brothers Experience May 1985 - October 1993
Job Titan Legacy Fund Advisors
Industry Financial Services
Experience
Titan Legacy Fund Advisors November 2001 - Present
Nomura Securities June 1995 - January 2000
Salomon Brothers May 1985 - October 1993
Skills
Hedge Funds, Alternative Investments, Equities, Investments, Asset Management, Portfolio Management, Securities, Investment Management, Investment Strategies, Fixed Income
Education
Colorado State University 1978 — 1982
Bachelor of Science (BS), Chemistry
Titan Legacy Fund Advisors November 2001 - Present
Nomura Securities June 1995 - January 2000
Salomon Brothers May 1985 - October 1993
Skills
Hedge Funds, Alternative Investments, Equities, Investments, Asset Management, Portfolio Management, Securities, Investment Management, Investment Strategies, Fixed Income
Education
Colorado State University 1978 — 1982
Bachelor of Science (BS), Chemistry
trishna patel trishna patel's Salomon Brothers Experience July 1998 - July 2001
Job Risk Manager at Citi
Industry Financial Services
Experience
Citi July 2013 - November 2014
Citi June 2006 - June 2013
Citi April 2003 - June 2006
Citi July 2001 - April 2003
Salomon Brothers July 1998 - July 2001
Skills
Risk Management, Credit Risk, Asset Management, Private Equity, Credit Analysis, ISDA, Financial Institutions, Fixed Income, Hedge Funds, Portfolio Management, Financial Services, Financial Risk, Finance, Equities, Derivatives, Counterparty Risk, Capital Markets, Banking
Education
Brown University 1994 — 1998
BA in Business Economics
Citi July 2013 - November 2014
Citi June 2006 - June 2013
Citi April 2003 - June 2006
Citi July 2001 - April 2003
Salomon Brothers July 1998 - July 2001
Skills
Risk Management, Credit Risk, Asset Management, Private Equity, Credit Analysis, ISDA, Financial Institutions, Fixed Income, Hedge Funds, Portfolio Management, Financial Services, Financial Risk, Finance, Equities, Derivatives, Counterparty Risk, Capital Markets, Banking
Education
Brown University 1994 — 1998
BA in Business Economics
Chris Innes Chris Innes's Salomon Brothers Experience 1994 - 1998
Job Head of Equities, Americas at BNP Paribas
Industry Banking
Experience
BNP Paribas August 2010 - Present
CJI Capital Markets, Inc. 2009 - 2010
Greenock Capital Management 2007 - 2009
Bank of America January 1998 - December 2006
Salomon Brothers 1994 - 1998
PaineWebber 1992 - 1994
Skills
Investments, Equities, Electronic Trading, Equity Derivatives, Finance, Capital Markets, Derivatives, Financial Markets, Fixed Income, Hedge Funds, Investment Banking, Trading, Alternative Investments, Structured Products, Asset Management
Education
Claremont McKenna College 1988 — 1992
Bachelor of Arts (B.A.), Economics and Government (double major)
BNP Paribas August 2010 - Present
CJI Capital Markets, Inc. 2009 - 2010
Greenock Capital Management 2007 - 2009
Bank of America January 1998 - December 2006
Salomon Brothers 1994 - 1998
PaineWebber 1992 - 1994
Skills
Investments, Equities, Electronic Trading, Equity Derivatives, Finance, Capital Markets, Derivatives, Financial Markets, Fixed Income, Hedge Funds, Investment Banking, Trading, Alternative Investments, Structured Products, Asset Management
Education
Claremont McKenna College 1988 — 1992
Bachelor of Arts (B.A.), Economics and Government (double major)
Liz Kearns Malloy's Salomon Brothers Experience July 1994 - April 1996
Job Director of Continuous Improvement at Atrion
Industry Information Technology and Services
Experience
Atrion July 2015 - Present
Atrion Networking Corporation July 2010 - July 2015
Atrion Networking Corporation July 2009 - July 2010
Atrion Networking Corporation June 2008 - July 2009
Atrion Networking Corporation June 2007 - June 2008
Atrion Networking Corporation July 2002 - June 2007
Advanced Systems Consulting July 1999 - July 2002
Hasbro, Inc April 1996 - July 1999
Salomon Brothers July 1994 - April 1996
Skills
PMP, Process Improvement, SharePoint, Vendor Management, Program Management, Managed Services, Lean Management, Project Management
Education
Brown University 1990 — 1994
Bachelor of Arts (BA)
Atrion July 2015 - Present
Atrion Networking Corporation July 2010 - July 2015
Atrion Networking Corporation July 2009 - July 2010
Atrion Networking Corporation June 2008 - July 2009
Atrion Networking Corporation June 2007 - June 2008
Atrion Networking Corporation July 2002 - June 2007
Advanced Systems Consulting July 1999 - July 2002
Hasbro, Inc April 1996 - July 1999
Salomon Brothers July 1994 - April 1996
Skills
PMP, Process Improvement, SharePoint, Vendor Management, Program Management, Managed Services, Lean Management, Project Management
Education
Brown University 1990 — 1994
Bachelor of Arts (BA)
Hooks Johnston Hooks Johnston's Salomon Brothers Experience July 1984 - June 1986
Job Board Director, Experienced CEO and Venture Investor
Industry Venture Capital & Private Equity
Experience
ikaSystems December 2013 - Present
3GTMS, Inc February 2015 - Present
Valhalla Partners June 2002 - Present
Center for Innovative Technology July 2010 - Present
FBR Technology Venture Partners 1998 - 2001
Descartes Systems Group 1997 - 1998
Roadshow International 1995 - 1997
ALG 1993 - 1995
Systems Center 1988 - 1993
Salomon Brothers July 1984 - June 1986
Skills
Experienced CEO, Experienced Board Member, Experienced Investor, Mergers, Board of Directors, Board of Director..., Venture Capital, CEOs, Corporate Development, Start-ups, Mergers & Acquisitions, Corporate Finance, Joint Ventures, Entrepreneurship, SaaS, Angel Investing, Strategy, Business Development, Private Equity, Financial Modeling, Executive Management, Investments, Due Diligence, Finance, Enterprise Software, Growth Capital, Strategic Partnerships, IPO, Venture Financing, LBO, Deal Sourcing, M&A experience, Early Stage Companies, Start-up Ventures, Private Placements, Investment Banking, Buyouts, Leadership, E-commerce
Education
Harvard Business School 1986 — 1988
MBA
Brown University 1980 — 1984
B.S., Applied Math/Economics
ikaSystems December 2013 - Present
3GTMS, Inc February 2015 - Present
Valhalla Partners June 2002 - Present
Center for Innovative Technology July 2010 - Present
FBR Technology Venture Partners 1998 - 2001
Descartes Systems Group 1997 - 1998
Roadshow International 1995 - 1997
ALG 1993 - 1995
Systems Center 1988 - 1993
Salomon Brothers July 1984 - June 1986
Skills
Experienced CEO, Experienced Board Member, Experienced Investor, Mergers, Board of Directors, Board of Director..., Venture Capital, CEOs, Corporate Development, Start-ups, Mergers & Acquisitions, Corporate Finance, Joint Ventures, Entrepreneurship, SaaS, Angel Investing, Strategy, Business Development, Private Equity, Financial Modeling, Executive Management, Investments, Due Diligence, Finance, Enterprise Software, Growth Capital, Strategic Partnerships, IPO, Venture Financing, LBO, Deal Sourcing, M&A experience, Early Stage Companies, Start-up Ventures, Private Placements, Investment Banking, Buyouts, Leadership, E-commerce
Education
Harvard Business School 1986 — 1988
MBA
Brown University 1980 — 1984
B.S., Applied Math/Economics
Kevin Pierre Kevin Pierre's Salomon Brothers Experience March 1990 - March 1998
Job VP, Development & Project Manager at Verisys Corporation
Industry Computer Software
Experience
Verisys Corporation September 2013 - Present
KJP Consulting Group, LLC December 2011 - September 2013
NJM Insurance Group 2011 - 2012
Citigroup September 2005 - November 2011
Concentra September 2000 - March 2003
Bank of New York October 1999 - August 2000
UBS PaineWebber March 1998 - October 1999
Salomon Brothers March 1990 - March 1998
Skills
SDLC, Software Development, Disaster Recovery, Unix, Data Center, XML, Virtualization, Product Management, Project Management, Enterprise Software, Security, Microsoft SQL Server, Software Documentation, Management, Oracle, Integration, Quality Assurance, Software Project..., Program Management, CRM, Outsourcing, Agile Methodologies, IT Management, E-commerce, IT Strategy, Servers, Vendor Management, Business Intelligence, Information Technology, Leadership, Enterprise Architecture, Business Analysis, PMP, PMO, Solution Architecture, Requirements Analysis, Project Portfolio...
Education
Scrum Alliance CSPO 2015 — 2015
CSPO Certified, Agile Scrum Product Owned, Certified
PMP Certification 2005 — 2015
PMP, Project Management
Central Michigan University 1981 — 1985
BS, Math and Computers
Verisys Corporation September 2013 - Present
KJP Consulting Group, LLC December 2011 - September 2013
NJM Insurance Group 2011 - 2012
Citigroup September 2005 - November 2011
Concentra September 2000 - March 2003
Bank of New York October 1999 - August 2000
UBS PaineWebber March 1998 - October 1999
Salomon Brothers March 1990 - March 1998
Skills
SDLC, Software Development, Disaster Recovery, Unix, Data Center, XML, Virtualization, Product Management, Project Management, Enterprise Software, Security, Microsoft SQL Server, Software Documentation, Management, Oracle, Integration, Quality Assurance, Software Project..., Program Management, CRM, Outsourcing, Agile Methodologies, IT Management, E-commerce, IT Strategy, Servers, Vendor Management, Business Intelligence, Information Technology, Leadership, Enterprise Architecture, Business Analysis, PMP, PMO, Solution Architecture, Requirements Analysis, Project Portfolio...
Education
Scrum Alliance CSPO 2015 — 2015
CSPO Certified, Agile Scrum Product Owned, Certified
PMP Certification 2005 — 2015
PMP, Project Management
Central Michigan University 1981 — 1985
BS, Math and Computers
Jackie MacLeod Jackie MacLeod's Salomon Brothers Experience 1985 - 1989
Job
Industry Financial Services
Experience
The Well Daily January 2010 - September 2012
The Rohatyn Group 2001 - 2006
Barclays Capital 1998 - 2000
J. P. Morgan Securities 1991 - 1998
Salomon Brothers 1985 - 1989
Skills
Hedge Funds, Fixed Income, Start-ups, Capital Markets, Emerging Markets, Strategy, Investments, Business Development, Business Strategy, Entrepreneurship, E-commerce, Venture Capital, Online Marketing, Leadership, Market Research, Financial Services, Executive Coaching, Equities, Finance, Investment Management, Due Diligence, Management, Cross-functional Team..., Sales
Education
Columbia University in the City of New York 2015 — 2016
Business School and Teachers College, Coaching Certification
Harvard Business School 2014 — 2014
Executive Education-New Path, Business Strategy, 2014
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1990 — 1991
Master of Arts, International Finance and Economics
University of California, San Diego 1981 — 1985
Bachelor of Arts, Political Science and International Relations
Université à la Sorbonne 1981 — 1982
Diplome, French History and Language
Choate Rosemary Hall 1977 — 1981
Diploma
The Well Daily January 2010 - September 2012
The Rohatyn Group 2001 - 2006
Barclays Capital 1998 - 2000
J. P. Morgan Securities 1991 - 1998
Salomon Brothers 1985 - 1989
Skills
Hedge Funds, Fixed Income, Start-ups, Capital Markets, Emerging Markets, Strategy, Investments, Business Development, Business Strategy, Entrepreneurship, E-commerce, Venture Capital, Online Marketing, Leadership, Market Research, Financial Services, Executive Coaching, Equities, Finance, Investment Management, Due Diligence, Management, Cross-functional Team..., Sales
Education
Columbia University in the City of New York 2015 — 2016
Business School and Teachers College, Coaching Certification
Harvard Business School 2014 — 2014
Executive Education-New Path, Business Strategy, 2014
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1990 — 1991
Master of Arts, International Finance and Economics
University of California, San Diego 1981 — 1985
Bachelor of Arts, Political Science and International Relations
Université à la Sorbonne 1981 — 1982
Diplome, French History and Language
Choate Rosemary Hall 1977 — 1981
Diploma
Carrie Knight Carrie Knight's Salomon Brothers Experience 1986 - 1993
Job Crime Victims Advocate
Industry Civic & Social Organization
Experience
Safe Horizon March 2010 - Present
Relavis Corporation 2007 - 2008
Epstein Becker & Green, P.C. 2006 - 2007
Cupid.com, Inc 2005 - 2006
Weichert Realtors 2002 - 2006
Pitney Hardin LLP 1996 - 2002
Independent Consultant 1993 - 1996
Salomon Brothers 1986 - 1993
Skills
Help Desk Management, Technical Training, Customer Relations, Lotus Notes, Microsoft Office, Help Desk Support, Customer Service, Program Management, Training, Event Planning, Community Outreach, Fundraising, Nonprofits, Management, Conflict Resolution, Marketing, Interviews, Policy, Case Managment, Crisis Intervention, Program Development, Workshop Facilitation, Social Services, Leadership, Leadership Development, Staff Development, Volunteer Management, Employee Relations, Psychotherapy, Community Organizing, Grant Writing, Program Evaluation, Resume Writing, Career Counseling, Grants, Case Management, Youth Development, Non-profit..., Community Development, Public Speaking, Mental Health
Education
Nyack College 1993 — 1995
B.S., Organizational Management
City University of New York-College of Staten Island 1989 — 1992
Psychology
Canarsie High School 1978 — 1981
Safe Horizon March 2010 - Present
Relavis Corporation 2007 - 2008
Epstein Becker & Green, P.C. 2006 - 2007
Cupid.com, Inc 2005 - 2006
Weichert Realtors 2002 - 2006
Pitney Hardin LLP 1996 - 2002
Independent Consultant 1993 - 1996
Salomon Brothers 1986 - 1993
Skills
Help Desk Management, Technical Training, Customer Relations, Lotus Notes, Microsoft Office, Help Desk Support, Customer Service, Program Management, Training, Event Planning, Community Outreach, Fundraising, Nonprofits, Management, Conflict Resolution, Marketing, Interviews, Policy, Case Managment, Crisis Intervention, Program Development, Workshop Facilitation, Social Services, Leadership, Leadership Development, Staff Development, Volunteer Management, Employee Relations, Psychotherapy, Community Organizing, Grant Writing, Program Evaluation, Resume Writing, Career Counseling, Grants, Case Management, Youth Development, Non-profit..., Community Development, Public Speaking, Mental Health
Education
Nyack College 1993 — 1995
B.S., Organizational Management
City University of New York-College of Staten Island 1989 — 1992
Psychology
Canarsie High School 1978 — 1981
John Schlesinger's Salomon Brothers Experience 1978 - 1992
Job
Industry Investment Banking
Experience
Instream Analytics LLC February 2015 - Present
Instream Partners LLC 2003 - Present
IDXP Analytics, Inc. 2013 - 2014
Soundview Technology 1999 - 2003
UBS 1997 - 2000
Salomon Brothers 1978 - 1992
Skills
Investment Banking, Venture Capital, Mergers, Corporate Development, Valuation, Private Equity, Corporate Finance, Mergers & Acquisitions, Investments, Financial Modeling, Equities, Financial Services, Start-ups, Finance, Due Diligence, Equity Research, Emerging Markets, Strategy, Management, Business Strategy, Entrepreneurship, Executive Management
Education
University of Pennsylvania - The Wharton School 1975 — 1978
MBA
Colorado College 1966 — 1970
BA
Loomis
Instream Analytics LLC February 2015 - Present
Instream Partners LLC 2003 - Present
IDXP Analytics, Inc. 2013 - 2014
Soundview Technology 1999 - 2003
UBS 1997 - 2000
Salomon Brothers 1978 - 1992
Skills
Investment Banking, Venture Capital, Mergers, Corporate Development, Valuation, Private Equity, Corporate Finance, Mergers & Acquisitions, Investments, Financial Modeling, Equities, Financial Services, Start-ups, Finance, Due Diligence, Equity Research, Emerging Markets, Strategy, Management, Business Strategy, Entrepreneurship, Executive Management
Education
University of Pennsylvania - The Wharton School 1975 — 1978
MBA
Colorado College 1966 — 1970
BA
Loomis
Sriram Ramanathan Sriram Ramanathan's Salomon Brothers Experience 1991 - 1993
Job Vice President at Rama Asset Management
Industry Investment Management
Experience
Rama Asset Management 1996 - Present
Wedbush Morgan Securities 1995 - 1997
Salomon Brothers 1991 - 1993
Digital Equipment Corporation 1985 - 1991
Skills
Valuation, Portfolio Management, Quantitative Finance, Private Equity, Investment Banking, Finance, Alternative Investments, Venture Capital, Econometrics, Macroeconomics, Due Diligence, Equity Research, Quantitative Analytics, Asset Management, Value Investing, Big Data Analytics, Credit Analysis, Product Management, Real Estate Private..., Operations Research, Global Macro, Market Research, Monte Carlo Simulation, Sales Management, Special Situations..., New Venture Development, Social Media, Long/Short Equity, Family Office, Risk Arbitrage, Growth Equity, Geopolitics, Technology Strategy, Strategy, Management, Financial Modeling, Financial Analysis, Investments, Business Strategy
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, MPA
Madras University, Vivekananda College
Bachelor of Science (BSc)
New York University
Master's degree
University of Cincinnati
Master of Science (MS)
Rama Asset Management 1996 - Present
Wedbush Morgan Securities 1995 - 1997
Salomon Brothers 1991 - 1993
Digital Equipment Corporation 1985 - 1991
Skills
Valuation, Portfolio Management, Quantitative Finance, Private Equity, Investment Banking, Finance, Alternative Investments, Venture Capital, Econometrics, Macroeconomics, Due Diligence, Equity Research, Quantitative Analytics, Asset Management, Value Investing, Big Data Analytics, Credit Analysis, Product Management, Real Estate Private..., Operations Research, Global Macro, Market Research, Monte Carlo Simulation, Sales Management, Special Situations..., New Venture Development, Social Media, Long/Short Equity, Family Office, Risk Arbitrage, Growth Equity, Geopolitics, Technology Strategy, Strategy, Management, Financial Modeling, Financial Analysis, Investments, Business Strategy
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, MPA
Madras University, Vivekananda College
Bachelor of Science (BSc)
New York University
Master's degree
University of Cincinnati
Master of Science (MS)
Steve O'Connell Steve O'Connell's Salomon Brothers Experience February 1983 - February 1996
Job Head of Internal Audit at Santander, New York Branch
Industry Financial Services
Experience
Santander, New York Branch November 2014 - Present
Experis July 2014 - November 2014
ING Financial Services LLC February 2010 - July 2014
Jefferson Wells International July 2009 - February 2010
Fortis Bank January 2009 - June 2009
Fortis Bank January 2006 - December 2008
Fortis Bank July 2002 - December 2006
Societe Generale February 1996 - July 2002
Salomon Brothers February 1983 - February 1996
BNP May 1981 - July 1983
Skills
Operational Risk, Financial Risk, Auditing, Fraud, Enterprise Risk..., Business Continuity..., Internal Controls, Risk Assessment, Financial Analysis, Project Management, Anti-Fraud/Money..., Capital Markets, Structured Finance, Structured Products, Banking, Finance, Internal Audit, Investment Banking, Credit, Basel II, Business Continuity, Accounting, Securities, Operational Risk..., Credit Risk, AML, Financial Services, Due Diligence, Anti Money Laundering
Education
City University of New York-Herbert H. Lehman College 1975 — 1980
BS, Accounting
Santander, New York Branch November 2014 - Present
Experis July 2014 - November 2014
ING Financial Services LLC February 2010 - July 2014
Jefferson Wells International July 2009 - February 2010
Fortis Bank January 2009 - June 2009
Fortis Bank January 2006 - December 2008
Fortis Bank July 2002 - December 2006
Societe Generale February 1996 - July 2002
Salomon Brothers February 1983 - February 1996
BNP May 1981 - July 1983
Skills
Operational Risk, Financial Risk, Auditing, Fraud, Enterprise Risk..., Business Continuity..., Internal Controls, Risk Assessment, Financial Analysis, Project Management, Anti-Fraud/Money..., Capital Markets, Structured Finance, Structured Products, Banking, Finance, Internal Audit, Investment Banking, Credit, Basel II, Business Continuity, Accounting, Securities, Operational Risk..., Credit Risk, AML, Financial Services, Due Diligence, Anti Money Laundering
Education
City University of New York-Herbert H. Lehman College 1975 — 1980
BS, Accounting
Michael Duran Michael Duran's Salomon Brothers Experience January 1994 - December 1995
Job Managing Director at Gerson Lehrman Group
Industry Financial Services
Experience
GLG June 2003 - Present
Apax Partners January 2000 - May 2003
Lazard January 1996 - December 1999
Salomon Brothers January 1994 - December 1995
AT&T Bell Laboratories June 1982 - December 1993
Skills
Venture Capital, Equity Research, Hedge Funds, Private Equity, Corporate Development, Strategy, Financial Modeling, Due Diligence, Mergers & Acquisitions, Investment Banking, Start-ups, Valuation, Business Strategy, Strategic Partnerships, Business Development, IPO, Equities, Entrepreneurship, Financial Structuring, Mergers, Management, Investments, LBO, Emerging Markets, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA
Carnegie Mellon University 1982 — 1983
MSEE
University of Washington 1978 — 1982
BSEE
GLG June 2003 - Present
Apax Partners January 2000 - May 2003
Lazard January 1996 - December 1999
Salomon Brothers January 1994 - December 1995
AT&T Bell Laboratories June 1982 - December 1993
Skills
Venture Capital, Equity Research, Hedge Funds, Private Equity, Corporate Development, Strategy, Financial Modeling, Due Diligence, Mergers & Acquisitions, Investment Banking, Start-ups, Valuation, Business Strategy, Strategic Partnerships, Business Development, IPO, Equities, Entrepreneurship, Financial Structuring, Mergers, Management, Investments, LBO, Emerging Markets, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA
Carnegie Mellon University 1982 — 1983
MSEE
University of Washington 1978 — 1982
BSEE
Don Brotemarkle Don Brotemarkle's Salomon Brothers Experience July 1988 - October 1988
Job Independent Software Developer
Industry Computer Software
Experience
x 1986 - Present
Salomon Brothers July 1988 - October 1988
IBM Palo Alto Science Center November 1987 - July 1988
Apple Computer, Inc. August 1986 - October 1987
Skills
Python, C/C++ STL, AppleScript, Software Engineering, Algorithms, JavaScript, Git, Mac OS X, FreeBSD, SQL, SQLAlchemy, Sybase, PostgreSQL, MySQL, SQLite, Oracle
Education
Stanford University 1988 — 1988
Visitors Program in Compiler Design
California Institute of Technology
B.S., Applied Physics
x 1986 - Present
Salomon Brothers July 1988 - October 1988
IBM Palo Alto Science Center November 1987 - July 1988
Apple Computer, Inc. August 1986 - October 1987
Skills
Python, C/C++ STL, AppleScript, Software Engineering, Algorithms, JavaScript, Git, Mac OS X, FreeBSD, SQL, SQLAlchemy, Sybase, PostgreSQL, MySQL, SQLite, Oracle
Education
Stanford University 1988 — 1988
Visitors Program in Compiler Design
California Institute of Technology
B.S., Applied Physics
Janie Kass, CFA Janie Kass, CFA's Salomon Brothers Experience 1985 - 1986
Job Margolis/Kass Advisors
Industry Financial Services
Experience
Margolis/Kass Advisors 2010 - Present
Institutional Access 2009 - 2010
RCM 2000 - 2007
Jacobs Levy 1995 - 2000
Kwasha Lipton 1990 - 1995
Buck Consultants 1988 - 1990
Drexel Burnham Lambert 1986 - 1988
Salomon Brothers 1985 - 1986
Skills
Hedge Funds, Asset Managment, Alternative Investments, Strategic Planning, Due Diligence, Endowments, Financial Modeling, Institutional, Strategy, Investment Management, Fixed Income, Bloomberg, Marketing, Wealth Management, Sales, Series 63, Investments, Emerging Markets, Asset Management, Financial Services, Investment Strategies, Asset Allocation, Equities, Institutional..., Series 7, ETFs, Equity Research, Economics, Consulting, Pension Funds, Portfolio Management, Relationship Management, Management, Securities, Capital Markets, Financial Markets, Investment Advisory
Education
Harvard Business School 1983 — 1985
M.B.A., Finance
Colgate University 1977 — 1981
B.A., Mathematical Economics
Margolis/Kass Advisors 2010 - Present
Institutional Access 2009 - 2010
RCM 2000 - 2007
Jacobs Levy 1995 - 2000
Kwasha Lipton 1990 - 1995
Buck Consultants 1988 - 1990
Drexel Burnham Lambert 1986 - 1988
Salomon Brothers 1985 - 1986
Skills
Hedge Funds, Asset Managment, Alternative Investments, Strategic Planning, Due Diligence, Endowments, Financial Modeling, Institutional, Strategy, Investment Management, Fixed Income, Bloomberg, Marketing, Wealth Management, Sales, Series 63, Investments, Emerging Markets, Asset Management, Financial Services, Investment Strategies, Asset Allocation, Equities, Institutional..., Series 7, ETFs, Equity Research, Economics, Consulting, Pension Funds, Portfolio Management, Relationship Management, Management, Securities, Capital Markets, Financial Markets, Investment Advisory
Education
Harvard Business School 1983 — 1985
M.B.A., Finance
Colgate University 1977 — 1981
B.A., Mathematical Economics
Jim Liang Jim Liang's Salomon Brothers Experience 1984 - 1987
Job Board Member at Vesta Corporation
Industry Information Technology and Services
Experience
Vesta Corporation June 2014 - Present
Innovolt March 2014 - Present
Medical Tracking Solutions January 2013 - Present
Lenco Mobile Inc. February 2011 - December 2011
Amdocs July 2008 - January 2011
IBM January 2005 - July 2008
Morgan Stanley 1993 - 2005
Alex. Brown & Sons 1987 - 1990
Salomon Brothers 1984 - 1987
IBM Corporation 1979 - 1982
Skills
Business Strategy, Financial Management, Mergers, Valuation, Capital Markets, Change Management, Operational Strategy, Corporate Development, Strategy, Managerial Finance, Entrepreneurship, New Business Development, Strategic Partnerships, Mergers & Acquisitions, Management, Business Transformation, Finance, Strategic Planning, Start-ups, Leadership, Business Development, Venture Capital, Private Equity, Executive Management, Investments, Analysis, Strategic Financial..., Corporate Finance
Education
The University of Chicago Booth School of Business 1982 — 1984
MBA, Finance, Marketing
Brown University 1975 — 1979
Sc.B., Applied Math, Economics
Phillips Exeter Academy 1972 — 1975
Diploma
Vesta Corporation June 2014 - Present
Innovolt March 2014 - Present
Medical Tracking Solutions January 2013 - Present
Lenco Mobile Inc. February 2011 - December 2011
Amdocs July 2008 - January 2011
IBM January 2005 - July 2008
Morgan Stanley 1993 - 2005
Alex. Brown & Sons 1987 - 1990
Salomon Brothers 1984 - 1987
IBM Corporation 1979 - 1982
Skills
Business Strategy, Financial Management, Mergers, Valuation, Capital Markets, Change Management, Operational Strategy, Corporate Development, Strategy, Managerial Finance, Entrepreneurship, New Business Development, Strategic Partnerships, Mergers & Acquisitions, Management, Business Transformation, Finance, Strategic Planning, Start-ups, Leadership, Business Development, Venture Capital, Private Equity, Executive Management, Investments, Analysis, Strategic Financial..., Corporate Finance
Education
The University of Chicago Booth School of Business 1982 — 1984
MBA, Finance, Marketing
Brown University 1975 — 1979
Sc.B., Applied Math, Economics
Phillips Exeter Academy 1972 — 1975
Diploma
Debra Douglas Debra Douglas's Salomon Brothers Experience 1988 - 1991
Job Marketing Director at Imagine Software
Industry Marketing and Advertising
Experience
Investor Analytics February 2012 - July 2013
Preston Douglas Communications Inc. September 2008 - April 2012
Bear Stearns September 2001 - August 2008
CIBC World Markets 1996 - 2000
Barings PLC 1993 - 1996
Salomon Brothers 1988 - 1991
Skills
Capital Markets, Reputation Management, Organizational..., Media Relations, Marketing Communications, Internal Communications, Communications Strategy, Executive Management, Change Management, Corporate Communications, Strategic Communications, Content Strategy, Brand Development, Crisis Communications, Marketing, Content Development, Integrated Marketing, Advertising, Messaging, Financial Services, Competitive Analysis, Message Development, Strategy
Education
Carleton University 1972 — 1976
Bachelor, Journalism
Investor Analytics February 2012 - July 2013
Preston Douglas Communications Inc. September 2008 - April 2012
Bear Stearns September 2001 - August 2008
CIBC World Markets 1996 - 2000
Barings PLC 1993 - 1996
Salomon Brothers 1988 - 1991
Skills
Capital Markets, Reputation Management, Organizational..., Media Relations, Marketing Communications, Internal Communications, Communications Strategy, Executive Management, Change Management, Corporate Communications, Strategic Communications, Content Strategy, Brand Development, Crisis Communications, Marketing, Content Development, Integrated Marketing, Advertising, Messaging, Financial Services, Competitive Analysis, Message Development, Strategy
Education
Carleton University 1972 — 1976
Bachelor, Journalism
Angella Jagdeo, PMP Angella Jagdeo, PMP's Salomon Brothers Experience November 1993 - October 1995
Job Principal at DataParity Inc
Industry Financial Services
Experience
MSCI Inc. May 2011 - February 2014
Morgan Stanley April 2010 - December 2011
MF Global March 2010 - July 2010
Dataagent January 2009 - March 2010
Morgan Stanley May 2000 - November 2008
Deutsche Bank September 1999 - May 2000
Credit Suisse October 1998 - September 1999
Montclair Financial Technology March 1997 - October 1998
Bankers Trust September 1995 - January 1997
Salomon Brothers November 1993 - October 1995
Skills
Business Intelligence, SDLC, Sybase, Data Warehousing, Data Modeling, Risk Management, Hedge Funds, Fixed Income, Databases, Oracle, Equities, Database Design, Portfolio Management, Financial Services, CRM, Software Documentation, Microsoft SQL Server, Investment Banking, Asset Management, Project Management, Business Analysis, Business Process..., Credit Risk, Database Administration, Integration, Linux, Management, Prime Brokerage, Requirements Analysis, Software Development, Trading Systems, Big Data, Hadoop, Apache Pig, Python, Hive
Education
City University of New York City College 1985 — 1989
BS, Electrical Engineering
MSCI Inc. May 2011 - February 2014
Morgan Stanley April 2010 - December 2011
MF Global March 2010 - July 2010
Dataagent January 2009 - March 2010
Morgan Stanley May 2000 - November 2008
Deutsche Bank September 1999 - May 2000
Credit Suisse October 1998 - September 1999
Montclair Financial Technology March 1997 - October 1998
Bankers Trust September 1995 - January 1997
Salomon Brothers November 1993 - October 1995
Skills
Business Intelligence, SDLC, Sybase, Data Warehousing, Data Modeling, Risk Management, Hedge Funds, Fixed Income, Databases, Oracle, Equities, Database Design, Portfolio Management, Financial Services, CRM, Software Documentation, Microsoft SQL Server, Investment Banking, Asset Management, Project Management, Business Analysis, Business Process..., Credit Risk, Database Administration, Integration, Linux, Management, Prime Brokerage, Requirements Analysis, Software Development, Trading Systems, Big Data, Hadoop, Apache Pig, Python, Hive
Education
City University of New York City College 1985 — 1989
BS, Electrical Engineering
Christopher Hornick Christopher Hornick's Salomon Brothers Experience January 1994 - April 1996
Job HBSC Strategic Services
Industry Management Consulting
Experience
HBSC Strategic Services December 2002 - Present
HBSC Strategic Services December 2002 - January 2006
Scient 1999 - 2001
PricewaterhouseCoopers 1997 - 1999
Salomon Brothers January 1994 - April 1996
Bell Laboratories 1988 - 1993
Skills
Program Management, Healthcare, Enterprise Software, Project Management, IT Strategy, Entrepreneurship, Business Strategy, Strategy, Start-ups, Integration, Leadership, E-commerce, Venture Capital, Enterprise Architecture, Management, Mergers & Acquisitions, Outsourcing, Marketing Strategy, SDLC, PMO, Business Process, Management Consulting, Change Management, CRM, Consulting, IT Management, Cloud Computing, Product Management, Process Improvement, Analytics, Executive Management, Strategic Planning, Cross-functional Team..., Professional Services, SaaS, Strategic Partnerships, Business Intelligence
Education
Stanford University 2010 — 2011
N/A, Computer Science, Executive Communications
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance, Business Strategy, Business Law
Stevens Institute of Technology 1990 — 1992
Masters of Science, Computer Engineering
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
BA, Computer Science / Economics
Hillsborough High School
High School Diploma, Unknown
HBSC Strategic Services December 2002 - Present
HBSC Strategic Services December 2002 - January 2006
Scient 1999 - 2001
PricewaterhouseCoopers 1997 - 1999
Salomon Brothers January 1994 - April 1996
Bell Laboratories 1988 - 1993
Skills
Program Management, Healthcare, Enterprise Software, Project Management, IT Strategy, Entrepreneurship, Business Strategy, Strategy, Start-ups, Integration, Leadership, E-commerce, Venture Capital, Enterprise Architecture, Management, Mergers & Acquisitions, Outsourcing, Marketing Strategy, SDLC, PMO, Business Process, Management Consulting, Change Management, CRM, Consulting, IT Management, Cloud Computing, Product Management, Process Improvement, Analytics, Executive Management, Strategic Planning, Cross-functional Team..., Professional Services, SaaS, Strategic Partnerships, Business Intelligence
Education
Stanford University 2010 — 2011
N/A, Computer Science, Executive Communications
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance, Business Strategy, Business Law
Stevens Institute of Technology 1990 — 1992
Masters of Science, Computer Engineering
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
BA, Computer Science / Economics
Hillsborough High School
High School Diploma, Unknown
Alan Bahr Alan Bahr's Salomon Brothers Experience 1990 - 1993
Job Senior Vice President Business Development at SimplyCredit
Industry Financial Services
Experience
SimplyCredit May 2015 - Present
CUNA Mutual Group March 2012 - May 2015
CMG Mortgage Insurance (a CUNA Mutual Group Company) September 2007 - March 2012
Fair Isaac Corp December 2005 - September 2007
Independent Financial Consultant 1999 - 2005
Lehman Brothers 1993 - 1999
Salomon Brothers 1990 - 1993
Drexel Burnham Lambert 1988 - 1990
Bain & Company 1985 - 1988
Skills
Capital Markets, Strategic Planning, Product Development, Product Management, Change Management, Predictive Analytics, Optimization, Cross-functional Team..., Structured Products, Derivatives, Presenter, Communications Audits, Financial Analysis, Finance, Loans, Mortgage Lending, Management, Strategic Partnerships, Financial Services, Selling, Investment Banking, Sales, Risk Management, Leadership, Banking, Business Development
Education
Brigham Young University 1983 — 1985
MBA, Finance and International Focus
SimplyCredit May 2015 - Present
CUNA Mutual Group March 2012 - May 2015
CMG Mortgage Insurance (a CUNA Mutual Group Company) September 2007 - March 2012
Fair Isaac Corp December 2005 - September 2007
Independent Financial Consultant 1999 - 2005
Lehman Brothers 1993 - 1999
Salomon Brothers 1990 - 1993
Drexel Burnham Lambert 1988 - 1990
Bain & Company 1985 - 1988
Skills
Capital Markets, Strategic Planning, Product Development, Product Management, Change Management, Predictive Analytics, Optimization, Cross-functional Team..., Structured Products, Derivatives, Presenter, Communications Audits, Financial Analysis, Finance, Loans, Mortgage Lending, Management, Strategic Partnerships, Financial Services, Selling, Investment Banking, Sales, Risk Management, Leadership, Banking, Business Development
Education
Brigham Young University 1983 — 1985
MBA, Finance and International Focus
Charles McNally Charles McNally's Salomon Brothers Experience 1985 - 1991
Job Chief Portfolio Strategist at American Independence Financial Services LLC
Industry Investment Management
Experience
American Independence Financial Services LLC January 2013 - Present
Lyster Watson & Company 1999 - May 2012
Jefferies & Company 1994 - 1997
Zenith Group 1993 - 1993
Credit Suisse First Boston 1991 - 1992
Salomon Brothers 1985 - 1991
Goldman Sachs 1979 - 1985
Skills
Alternative Investments, Portfolio Management, Asset Management, Risk Management, Asset Allocation, Hedge Funds, Fixed Income, Due Diligence, Equities, Asset Managment, Investments, Trading, Options, Fund Of Funds, Financial Modeling, Private Equity, Investment Strategies, Mutual Funds, Investment Advisory, Institutional...
Education
New York University 1977 — 1979
Mathematics
University of Cambridge 1976 — 1977
Mathematics
Brown University 1972 — 1976
Sc.B., Applied Mathematics
American Independence Financial Services LLC January 2013 - Present
Lyster Watson & Company 1999 - May 2012
Jefferies & Company 1994 - 1997
Zenith Group 1993 - 1993
Credit Suisse First Boston 1991 - 1992
Salomon Brothers 1985 - 1991
Goldman Sachs 1979 - 1985
Skills
Alternative Investments, Portfolio Management, Asset Management, Risk Management, Asset Allocation, Hedge Funds, Fixed Income, Due Diligence, Equities, Asset Managment, Investments, Trading, Options, Fund Of Funds, Financial Modeling, Private Equity, Investment Strategies, Mutual Funds, Investment Advisory, Institutional...
Education
New York University 1977 — 1979
Mathematics
University of Cambridge 1976 — 1977
Mathematics
Brown University 1972 — 1976
Sc.B., Applied Mathematics
Louis Trotta Louis Trotta's Salomon Brothers Experience April 1993 - September 1998
Job Vice President & Counsel at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs September 1998 - Present
Salomon Brothers April 1993 - September 1998
Schlam Stone & Dolan LLP April 1988 - April 1993
Skills
Technology & Contracts...
Education
Brooklyn Law School 1985 — 1989
Doctor of Law (JD), Law
SUNY Albany 1982 — 1983
Master's degree, Criminal Justice
Goldman Sachs September 1998 - Present
Salomon Brothers April 1993 - September 1998
Schlam Stone & Dolan LLP April 1988 - April 1993
Skills
Technology & Contracts...
Education
Brooklyn Law School 1985 — 1989
Doctor of Law (JD), Law
SUNY Albany 1982 — 1983
Master's degree, Criminal Justice
Angelo Merola Angelo Merola's Salomon Brothers Experience November 1979 - October 1987
Job Chief Relaxation Director at Retired
Industry Information Technology and Services
Experience
Retired April 2015 - Present
Oracle Health Sciences August 2009 - March 2015
Relsys International February 2008 - July 2009
A-CAL Technology, Inc. March 1990 - January 2008
Clinical Research Information Exchange (CRIX Intl.) September 2005 - January 2007
Pfizer Global Research & Development September 2003 - May 2004
TRW / Northrop Grumman Missions Systems June 1998 - September 2003
Salomon Brothers November 1979 - October 1987
Skills
SDLC, Business Analysis, Requirements Analysis, Program Management, Business Intelligence, Project Management, Integration, Data Warehousing, 21 CFR Part 11, Quality Assurance, Software Project..., Requirements Gathering, Risk Management, Data Management, Business Process, Change Management, PMO, Process Engineering, Oracle, Validation, Pharmaceutical Industry, Pharmacovigilance, Outsourcing, CRM, Enterprise Software, Leadership, Project Planning, IT Management, Project Portfolio..., Management, Agile Methodologies, Data Migration, Vendor Management, Security, Cross-functional Team..., PMP, Business Development, IT Strategy, Six Sigma, Pre-sales, Software Documentation, SaaS, Information Technology, Enterprise Architecture, Solution Architecture
Education
City University of New York-Brooklyn College 1970 — 1978
BA, English Lit / Computer Science
New York University - Polytechnic School of Engineering
Retired April 2015 - Present
Oracle Health Sciences August 2009 - March 2015
Relsys International February 2008 - July 2009
A-CAL Technology, Inc. March 1990 - January 2008
Clinical Research Information Exchange (CRIX Intl.) September 2005 - January 2007
Pfizer Global Research & Development September 2003 - May 2004
TRW / Northrop Grumman Missions Systems June 1998 - September 2003
Salomon Brothers November 1979 - October 1987
Skills
SDLC, Business Analysis, Requirements Analysis, Program Management, Business Intelligence, Project Management, Integration, Data Warehousing, 21 CFR Part 11, Quality Assurance, Software Project..., Requirements Gathering, Risk Management, Data Management, Business Process, Change Management, PMO, Process Engineering, Oracle, Validation, Pharmaceutical Industry, Pharmacovigilance, Outsourcing, CRM, Enterprise Software, Leadership, Project Planning, IT Management, Project Portfolio..., Management, Agile Methodologies, Data Migration, Vendor Management, Security, Cross-functional Team..., PMP, Business Development, IT Strategy, Six Sigma, Pre-sales, Software Documentation, SaaS, Information Technology, Enterprise Architecture, Solution Architecture
Education
City University of New York-Brooklyn College 1970 — 1978
BA, English Lit / Computer Science
New York University - Polytechnic School of Engineering
Robert Miano Robert Miano's Salomon Brothers Experience 1973 - 1976
Job CEO and President at Harvey Nash,USA
Industry Staffing and Recruiting
Experience
Harvey Nash Inc September 2004 - Present
Agility Recovery Solutions April 2002 - February 2004
Spherion Technology October 1993 - December 2001
Comdisco July 1988 - October 1993
Manufactures hanover 1976 - 1988
SALOMON BROTHERS 1973 - 1976
IBM 1970 - 1973
Education
City University of New York-Hunter College
BS
New York University - Leonard N. Stern School of Business
MBA
Harvey Nash Inc September 2004 - Present
Agility Recovery Solutions April 2002 - February 2004
Spherion Technology October 1993 - December 2001
Comdisco July 1988 - October 1993
Manufactures hanover 1976 - 1988
SALOMON BROTHERS 1973 - 1976
IBM 1970 - 1973
Education
City University of New York-Hunter College
BS
New York University - Leonard N. Stern School of Business
MBA
William J. Haley William J. Haley's Salomon Brothers Experience 1984 - 1989
Job Experienced Structured Finance Professional with Proven New Business Development Skills
Industry Banking
Experience
Campaign for the Westchester Children's Museum January 2009 - Present
The PrinceRidge Group 2009 - 2011
ABN AMRO 2005 - 2008
ABN AMRO 2003 - 2005
JP Morgan Chase 1996 - 2003
Lehman Brothers Inc 1989 - 1995
Salomon Brothers 1984 - 1989
Skills
Capital Markets, Investment Banking, Structured Finance, Origination, Banking, Team Building, Recruitment/Retention, Loan Origination, Entrepreneurship, Securitization, Investments, Financial Risk, Portfolio Management, Finance, Hedge Funds, Risk Management, Private Equity, Derivatives, Trading, Financial Services, Credit, Fixed Income, Securities, Treasury Management, Valuation, Management
Education
Columbia University - Columbia Business School
M.S., Business Policy
Harvard University
A.B., English & American Literature and Language
Campaign for the Westchester Children's Museum January 2009 - Present
The PrinceRidge Group 2009 - 2011
ABN AMRO 2005 - 2008
ABN AMRO 2003 - 2005
JP Morgan Chase 1996 - 2003
Lehman Brothers Inc 1989 - 1995
Salomon Brothers 1984 - 1989
Skills
Capital Markets, Investment Banking, Structured Finance, Origination, Banking, Team Building, Recruitment/Retention, Loan Origination, Entrepreneurship, Securitization, Investments, Financial Risk, Portfolio Management, Finance, Hedge Funds, Risk Management, Private Equity, Derivatives, Trading, Financial Services, Credit, Fixed Income, Securities, Treasury Management, Valuation, Management
Education
Columbia University - Columbia Business School
M.S., Business Policy
Harvard University
A.B., English & American Literature and Language
John Libretti John Libretti's Salomon Brothers Experience December 1994 - December 1997
Job Sales Trader at Danske Markets
Industry Financial Services
Experience
Danske Markets Inc. September 2010 - Present
Fondsfinans 2009 - 2010
Kaupthing Bank 2007 - 2008
Carnegie Investment Bank 2005 - 2007
Wasserstein Perella 1999 - 2001
ABN AMRO Bank N.V. 1998 - 2000
Salomon Brothers December 1994 - December 1997
Goldman Sachs 1984 - 1994
Skills
Equities, Trading
Education
Carnegie Mellon University - Tepper School of Business 1981 — 1984
MS, Finance
Northwestern University 1977 — 1981
BA, Economics
Regis High School 1973 — 1977
Danske Markets Inc. September 2010 - Present
Fondsfinans 2009 - 2010
Kaupthing Bank 2007 - 2008
Carnegie Investment Bank 2005 - 2007
Wasserstein Perella 1999 - 2001
ABN AMRO Bank N.V. 1998 - 2000
Salomon Brothers December 1994 - December 1997
Goldman Sachs 1984 - 1994
Skills
Equities, Trading
Education
Carnegie Mellon University - Tepper School of Business 1981 — 1984
MS, Finance
Northwestern University 1977 — 1981
BA, Economics
Regis High School 1973 — 1977
Darlene Canepa-Deno, SRES Darlene Canepa-Deno, SRES's Salomon Brothers Experience 1992 - 1997
Job Realtor at Keller Williams Associate Partners
Industry Real Estate
Experience
Consultant April 2009 - December 2011
South Shore Swimming Club April 2009 - June 2010
Citigroup 2004 - 2009
Citigroup 1997 - 2003
Salomon Brothers 1992 - 1997
Skills
Vendor Management, Sales, Marketing, Project Management, Negotiation, Pricing, CRM, Relationship Management, New Business Development, Business Development, Direct Marketing, Account Management, Real Estate, Relocation, Real Estate Transactions, Selling, Sellers, First Time Home Buyers, Investment Properties, Residential Homes, Investors, Referrals, Foreclosures, Short Sales, Condos, Single Family Homes, REO
Education
Hondros College 2011 — 2011
RE Sales, Real Estate Sales Pre-licensing
Centenary College 2009 — 2011
BSBA, Business Administration
Centenary College 2000 — 2002
AALA, Liberal Arts Business Emphasis
Consultant April 2009 - December 2011
South Shore Swimming Club April 2009 - June 2010
Citigroup 2004 - 2009
Citigroup 1997 - 2003
Salomon Brothers 1992 - 1997
Skills
Vendor Management, Sales, Marketing, Project Management, Negotiation, Pricing, CRM, Relationship Management, New Business Development, Business Development, Direct Marketing, Account Management, Real Estate, Relocation, Real Estate Transactions, Selling, Sellers, First Time Home Buyers, Investment Properties, Residential Homes, Investors, Referrals, Foreclosures, Short Sales, Condos, Single Family Homes, REO
Education
Hondros College 2011 — 2011
RE Sales, Real Estate Sales Pre-licensing
Centenary College 2009 — 2011
BSBA, Business Administration
Centenary College 2000 — 2002
AALA, Liberal Arts Business Emphasis
Louis J Casale Louis J Casale's Salomon Brothers Experience 1979 - 1983
Job Financial Services Professional
Industry Financial Services
Experience
Jefferies LLC February 2009 - May 2015
Oakwood Partners February 2008 - January 2009
Morgan Stanley 1983 - 2008
Salomon Brothers 1979 - 1983
Skills
Equity Trading - Middle..., Operational Risk..., Strategic Planning,..., Resource allocation and..., Efficiency Planning, Technical solutions..., Back Office Management
Education
Pace University - Lubin School of Business 1979 — 1986
Business Administration
Wright State University 1978 — 1979
School of Liberal Arts
City University of New York-Brooklyn College 1977 — 1978
School of Liberal Arts
Jefferies LLC February 2009 - May 2015
Oakwood Partners February 2008 - January 2009
Morgan Stanley 1983 - 2008
Salomon Brothers 1979 - 1983
Skills
Equity Trading - Middle..., Operational Risk..., Strategic Planning,..., Resource allocation and..., Efficiency Planning, Technical solutions..., Back Office Management
Education
Pace University - Lubin School of Business 1979 — 1986
Business Administration
Wright State University 1978 — 1979
School of Liberal Arts
City University of New York-Brooklyn College 1977 — 1978
School of Liberal Arts
Jerry Liquori Jerry Liquori's Salomon Brothers Experience 1994 - 1998
Job Sr Application Development Manager | IT Leader | Project Management | Client Relationships | SDLC | Financial Services
Industry Financial Services
Experience
Citi 2005 - Present
Citi 2003 - 2005
Salomon Smith Barney 1998 - 2003
Salomon Brothers 1994 - 1998
Salomon Brothers 1991 - 1994
Salomon Brothers 1989 - 1991
Skills
Full Project Life Cycle..., Vendor Management, Cost Benefit Analysis, Service Level Agreements, Manage Client..., Statements of Work, Resource Optimization, Resource Coordination, SOW, Product Lifecycle..., Integration, Project Management, Cost Benefit, SDLC, Business Analysis, Information Technology, Program Management, IT Management, Enterprise Architecture, Disaster Recovery, IT Strategy, Process Improvement, Management, PMP, Leadership, Software Development, Requirements Analysis, Security, CRM, Cross-functional Team..., Project Portfolio..., Analysis, PMO, Software Project..., Outsourcing, Risk Management
Education
Fairleigh Dickinson University
MBA Master of Business Administration, Management
Brooklyn College
BS Bachelor of Science, Computer Science
Citi 2005 - Present
Citi 2003 - 2005
Salomon Smith Barney 1998 - 2003
Salomon Brothers 1994 - 1998
Salomon Brothers 1991 - 1994
Salomon Brothers 1989 - 1991
Skills
Full Project Life Cycle..., Vendor Management, Cost Benefit Analysis, Service Level Agreements, Manage Client..., Statements of Work, Resource Optimization, Resource Coordination, SOW, Product Lifecycle..., Integration, Project Management, Cost Benefit, SDLC, Business Analysis, Information Technology, Program Management, IT Management, Enterprise Architecture, Disaster Recovery, IT Strategy, Process Improvement, Management, PMP, Leadership, Software Development, Requirements Analysis, Security, CRM, Cross-functional Team..., Project Portfolio..., Analysis, PMO, Software Project..., Outsourcing, Risk Management
Education
Fairleigh Dickinson University
MBA Master of Business Administration, Management
Brooklyn College
BS Bachelor of Science, Computer Science
Caroline Johnson Caroline Johnson's Salomon Brothers Experience 1982 - 1992
Job Strategic Communications Consultant
Industry Marketing and Advertising
Experience
Self Employed April 2014 - Present
Morgan Stanley January 2009 - February 2014
Smith Barney September 2006 - January 2009
Salomon Brothers 1982 - 1992
Barron's 1980 - 1982
Skills
Strategic Planning, Marketing, Creative Direction, Newsletters, Marketing Communications, Internal Communications, Integrated Marketing
Education
Columbia University in the City of New York 2009 — 2014
Master's Degree, Strategic Communications
Colgate University 1974 — 1978
BA, Political Philosophy
Self Employed April 2014 - Present
Morgan Stanley January 2009 - February 2014
Smith Barney September 2006 - January 2009
Salomon Brothers 1982 - 1992
Barron's 1980 - 1982
Skills
Strategic Planning, Marketing, Creative Direction, Newsletters, Marketing Communications, Internal Communications, Integrated Marketing
Education
Columbia University in the City of New York 2009 — 2014
Master's Degree, Strategic Communications
Colgate University 1974 — 1978
BA, Political Philosophy
Kenneth Kates Kenneth Kates's Salomon Brothers Experience 1986 - 1987
Job Structured Product Specialist in Institutional Fixed Income
Industry Investment Banking
Experience
PNC September 2011 - Present
Aladdin Capital LLC September 2010 - September 2011
Fusion Advisory Partners April 2008 - May 2009
Wachovia Securities September 1999 - March 2008
Lehman Brothers February 1987 - April 1999
Salomon Brothers 1986 - 1987
Skills
Fixed Income, MBS, ABS, Structured Products, CMBS, CDO, CLO, Hedge Funds, CDS, Capital Markets, Hedging, Securities, Trading, Financial Markets, Equities, Valuation, Series 7, Structured Finance, Alternative Investments, Securitization, Portfolio Management, Bonds, High Yield, Series 63, Bloomberg
Education
College of the Holy Cross
B.A., Mathematics
Columbia University - Columbia Business School
MBA, Finance
PNC September 2011 - Present
Aladdin Capital LLC September 2010 - September 2011
Fusion Advisory Partners April 2008 - May 2009
Wachovia Securities September 1999 - March 2008
Lehman Brothers February 1987 - April 1999
Salomon Brothers 1986 - 1987
Skills
Fixed Income, MBS, ABS, Structured Products, CMBS, CDO, CLO, Hedge Funds, CDS, Capital Markets, Hedging, Securities, Trading, Financial Markets, Equities, Valuation, Series 7, Structured Finance, Alternative Investments, Securitization, Portfolio Management, Bonds, High Yield, Series 63, Bloomberg
Education
College of the Holy Cross
B.A., Mathematics
Columbia University - Columbia Business School
MBA, Finance
Robert Blinn Robert Blinn's Salomon Brothers Experience 1997 - 2000
Job Founder and Lead Designer at GothamSmith
Industry Financial Services
Experience
GothamSmith 2008 - Present
Pura Vida Investments June 2012 - June 2014
Core77 2007 - January 2012
Portent Technologies September 2006 - May 2009
Morgan Stanley Smith Barney 2000 - 2003
Salomon Brothers 1997 - 2000
Skills
Microsoft Excel, Comps, Analysis, Product Design, Solidworks, Finite Element Analysis, Algor, Ruby on Rails, Python, HTML, Adobe Creative Suite
Education
Pratt Institute 2005 — 2007
M.I.D., Industrial Design
Brown University 1993 — 1997
Bachelor's, Mathematical Economics
GothamSmith 2008 - Present
Pura Vida Investments June 2012 - June 2014
Core77 2007 - January 2012
Portent Technologies September 2006 - May 2009
Morgan Stanley Smith Barney 2000 - 2003
Salomon Brothers 1997 - 2000
Skills
Microsoft Excel, Comps, Analysis, Product Design, Solidworks, Finite Element Analysis, Algor, Ruby on Rails, Python, HTML, Adobe Creative Suite
Education
Pratt Institute 2005 — 2007
M.I.D., Industrial Design
Brown University 1993 — 1997
Bachelor's, Mathematical Economics
Neel Shah Neel Shah's Salomon Brothers Experience 1995 - 1998
Job Financial Advisor to developers of real estate and infrastructure projects
Industry Real Estate
Experience
Shah Capital Advisors March 2010 - Present
Monitor Inclusive Markets - India September 2009 - February 2010
Enterprise Community Investment March 2005 - June 2009
General Growth Properties March 2004 - February 2005
Jones Lang LaSalle September 2003 - February 2004
Lehman Brothers 2002 - 2002
Six Open Systems March 2000 - October 2000
Atlantis Water Fund January 1998 - February 2000
Salomon Brothers 1995 - 1998
Skills
Real Estate, Asset Managment
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA
Natural Gourmet School of Cookery 2001 — 2001
Chef's Certificate, Culinary Arts
Brown University 1991 — 1995
Weston High School 1987 — 1991
Weston Elementary Schools
Shah Capital Advisors March 2010 - Present
Monitor Inclusive Markets - India September 2009 - February 2010
Enterprise Community Investment March 2005 - June 2009
General Growth Properties March 2004 - February 2005
Jones Lang LaSalle September 2003 - February 2004
Lehman Brothers 2002 - 2002
Six Open Systems March 2000 - October 2000
Atlantis Water Fund January 1998 - February 2000
Salomon Brothers 1995 - 1998
Skills
Real Estate, Asset Managment
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA
Natural Gourmet School of Cookery 2001 — 2001
Chef's Certificate, Culinary Arts
Brown University 1991 — 1995
Weston High School 1987 — 1991
Weston Elementary Schools
Eric Pullman Eric Pullman's Salomon Brothers Experience 1984 - 1988
Job Founder at The PariMutuel Gaming Network Corporation
Industry Executive Office
Experience
The Stronach Group February 2010 - Present
The Pari-Mutuel Gaming Network Corporation January 2011 - Present
Veridocs Inc March 2009 - March 2010
Scientific Games Corp / Autotote Enterprises Inc April 2002 - December 2008
CommerceKey.com May 2000 - October 2001
CornerDrugstore.com October 1999 - May 2000
ETC Data Services / Customer Linx December 1996 - October 1999
The Dun & Bradstreet Corporation November 1988 - December 1996
Salomon Brothers 1984 - 1988
Philip Morris Inc April 1980 - November 1984
Skills
Start-ups, Mergers, Business Development, Due Diligence, CRM, Product Development, Management, Strategic Planning, Operations Management, Change Management, Corporate Development, Leadership, Project Management, Entrepreneurship, Risk Management, Mergers & Acquisitions, Direct Marketing
Education
City University of New York-Brooklyn College 1975 — 1980
B.S.
Abraham Lincoln High School 1973 — 1975
The Stronach Group February 2010 - Present
The Pari-Mutuel Gaming Network Corporation January 2011 - Present
Veridocs Inc March 2009 - March 2010
Scientific Games Corp / Autotote Enterprises Inc April 2002 - December 2008
CommerceKey.com May 2000 - October 2001
CornerDrugstore.com October 1999 - May 2000
ETC Data Services / Customer Linx December 1996 - October 1999
The Dun & Bradstreet Corporation November 1988 - December 1996
Salomon Brothers 1984 - 1988
Philip Morris Inc April 1980 - November 1984
Skills
Start-ups, Mergers, Business Development, Due Diligence, CRM, Product Development, Management, Strategic Planning, Operations Management, Change Management, Corporate Development, Leadership, Project Management, Entrepreneurship, Risk Management, Mergers & Acquisitions, Direct Marketing
Education
City University of New York-Brooklyn College 1975 — 1980
B.S.
Abraham Lincoln High School 1973 — 1975
Stephanie Klein Wassink Stephanie Klein Wassink's Salomon Brothers Experience 1994 - 1999
Job Principal at AdmissionsCheckup.com
Industry Education Management
Experience
AdmissionsCheckup.com November 2012 - Present
Winning Applications, LLC. January 2004 - Present
NACAC/NEACAC 2013 - 2014
IECA 2011 - 2014
Salomon Brothers 1994 - 1999
Northwestern University 1992 - 1994
Skills
Entrepreneurship, Interviews, Admissions, Strategic Planning, Fundraising, Psychotherapy, Strategy, Marketing Strategy, Public Speaking, Public Relations, Sales, Nonprofits, Staff Development, Coaching, Leadership Development
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
Brown University 1984 — 1988
BA, Economics/History
AdmissionsCheckup.com November 2012 - Present
Winning Applications, LLC. January 2004 - Present
NACAC/NEACAC 2013 - 2014
IECA 2011 - 2014
Salomon Brothers 1994 - 1999
Northwestern University 1992 - 1994
Skills
Entrepreneurship, Interviews, Admissions, Strategic Planning, Fundraising, Psychotherapy, Strategy, Marketing Strategy, Public Speaking, Public Relations, Sales, Nonprofits, Staff Development, Coaching, Leadership Development
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
Brown University 1984 — 1988
BA, Economics/History
Rick Bookstaber's Salomon Brothers Experience 1994 - 1998
Job Research Principal, Office of Financial Research
Industry Investment Management
Experience
U.S. Department of Treasury February 2012 - Present
U.S. Department of Treasury March 2011 - March 2014
U.S. Securities and Exchange Commission 2009 - 2012
Bridgewater Associates 2007 - 2008
FrontPoint Partners 2004 - 2007
Ziff Brothers Investments 2002 - 2004
Moore Capital Management 1998 - 2002
Salomon Brothers 1994 - 1998
Morgan Stanley 1984 - 1994
Brigham Young University 1977 - 1984
Education
Massachusetts Institute of Technology 1974 — 1977
Ph.D., Economics
Brigham Young University 1968 — 1974
BA, Economics
U.S. Department of Treasury February 2012 - Present
U.S. Department of Treasury March 2011 - March 2014
U.S. Securities and Exchange Commission 2009 - 2012
Bridgewater Associates 2007 - 2008
FrontPoint Partners 2004 - 2007
Ziff Brothers Investments 2002 - 2004
Moore Capital Management 1998 - 2002
Salomon Brothers 1994 - 1998
Morgan Stanley 1984 - 1994
Brigham Young University 1977 - 1984
Education
Massachusetts Institute of Technology 1974 — 1977
Ph.D., Economics
Brigham Young University 1968 — 1974
BA, Economics
Jeff Poorman Jeff Poorman's Salomon Brothers Experience 1985 - 1987
Job Managing Director First Annapolis Consulting
Industry Financial Services
Experience
First Annapolis Consulting, Inc. February 2010 - Present
Citigroup 2002 - 2009
Citigroup 2001 - 2002
Citigroup Global Investment Bank 1991 - 2001
Credit Suisse First Boston 1987 - 1991
Salomon Brothers 1985 - 1987
Skills
Investment Banking, Credit Cards, Mergers, Financial Services, Valuation, Financial Modeling, Corporate Finance, Portfolio Management, Payments, Strategy, Mergers & Acquisitions, Corporate Development, Business Development, Finance, Private Equity, Management, Consulting, Venture Capital, New Business Development, Analytics
Education
Columbia University - Columbia Business School
MBA
Dartmouth College
Escola Graduada de Sao Paulo
First Annapolis Consulting, Inc. February 2010 - Present
Citigroup 2002 - 2009
Citigroup 2001 - 2002
Citigroup Global Investment Bank 1991 - 2001
Credit Suisse First Boston 1987 - 1991
Salomon Brothers 1985 - 1987
Skills
Investment Banking, Credit Cards, Mergers, Financial Services, Valuation, Financial Modeling, Corporate Finance, Portfolio Management, Payments, Strategy, Mergers & Acquisitions, Corporate Development, Business Development, Finance, Private Equity, Management, Consulting, Venture Capital, New Business Development, Analytics
Education
Columbia University - Columbia Business School
MBA
Dartmouth College
Escola Graduada de Sao Paulo
Sherri Wolf Sherri Wolf's Salomon Brothers Experience July 1990 - June 1992
Job Partner at Newport Board Group
Industry Consumer Goods
Experience
Newport Board Group July 2015 - Present
JOOS May 2010 - January 2014
OPEXEngine September 2006 - September 2009
Internet Capital Group May 1999 - October 2000
Adams, Harkness & Hill September 1994 - May 1999
Salomon Brothers July 1990 - June 1992
Skills
Financial Modeling, Venture Capital, Management, Finance, Market Research, Analysis, Mergers, Portfolio Management, Start-ups, Strategic Planning, Business Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 1992 — 1994
MS, Finance
Columbia College (NY) 1986 — 1990
BA, Economics
Newport Board Group July 2015 - Present
JOOS May 2010 - January 2014
OPEXEngine September 2006 - September 2009
Internet Capital Group May 1999 - October 2000
Adams, Harkness & Hill September 1994 - May 1999
Salomon Brothers July 1990 - June 1992
Skills
Financial Modeling, Venture Capital, Management, Finance, Market Research, Analysis, Mergers, Portfolio Management, Start-ups, Strategic Planning, Business Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 1992 — 1994
MS, Finance
Columbia College (NY) 1986 — 1990
BA, Economics
Arianna Van Meurs Arianna Van Meurs's Salomon Brothers Experience 1988 - 1990
Job Board Member at Marin Art and Garden Center
Industry Public Policy
Experience
California Budget Project March 2010 - February 2012
Smart Growth Consulting March 2008 - March 2010
Branson School November 2005 - August 2007
CyberTran International May 2004 - October 2004
Rosen Consulting Group 1990 - 1998
World Bank July 1985 - May 1992
Salomon Brothers 1988 - 1990
Skills
Fundraising, Mergers & Acquisitions, Valuation, Economic Development, Sustainability, Due Diligence, Grants, Grant Writing, Management, Community Outreach, Start-ups, Loans, Finance, Economics, Nonprofits, Financial Modeling, Real Estate Economics, Non-profits, Management Consulting
Education
University of California, Berkeley, Haas School of Business 1987 — 1989
MBA, Finance, Real Estate
University of California, Berkeley 1983 — 1985
MCP, Regional Economics
Brown University 1977 — 1981
Environmental Planning, Urban Planning/Design, Architecture
The Branson School 1973 — 1977
California Budget Project March 2010 - February 2012
Smart Growth Consulting March 2008 - March 2010
Branson School November 2005 - August 2007
CyberTran International May 2004 - October 2004
Rosen Consulting Group 1990 - 1998
World Bank July 1985 - May 1992
Salomon Brothers 1988 - 1990
Skills
Fundraising, Mergers & Acquisitions, Valuation, Economic Development, Sustainability, Due Diligence, Grants, Grant Writing, Management, Community Outreach, Start-ups, Loans, Finance, Economics, Nonprofits, Financial Modeling, Real Estate Economics, Non-profits, Management Consulting
Education
University of California, Berkeley, Haas School of Business 1987 — 1989
MBA, Finance, Real Estate
University of California, Berkeley 1983 — 1985
MCP, Regional Economics
Brown University 1977 — 1981
Environmental Planning, Urban Planning/Design, Architecture
The Branson School 1973 — 1977
Tatyana Daniels Beldock's Salomon Brothers Experience 1997 - 1999
Job New Ventures at Johnson & Johnson Innovation
Industry Venture Capital & Private Equity
Experience
Johnson & Johnson Innovation May 2015 - Present
Slim & Sage November 2012 - Present
FireRock Advisors 2010 - 2015
Technology Partners VC 2007 - December 2009
Pfizer 2004 - 2007
Johnson & Johnson, Cordis Cardiology June 2003 - August 2003
U.S. Department of Health & Human Services, Centers for Medicare and Medicaid Services 2002 - 2002
JP Morgan/ Hambrecht & Quist 1999 - 2001
Salomon Brothers 1997 - 1999
Skills
Investments, Venture Capital, Entrepreneurship, Healthcare, Strategy, Due Diligence, Financial Analysis, Business Development, Capital Markets, Market Research, Business Strategy, Hedge Funds, Pharmaceutical Industry, Lifesciences, Medical Devices, Mergers, Corporate Development, Start-ups, Private Equity, Business Planning, Commercialization, Leadership, M&A experience, Executive Management, Corporate Finance, Technology Transfer, Strategic Partnerships, Competitive Analysis
Education
Harvard Business School
MBA
Carnegie Mellon University
BS with Honors, Industrial Management; Economics
Johnson & Johnson Innovation May 2015 - Present
Slim & Sage November 2012 - Present
FireRock Advisors 2010 - 2015
Technology Partners VC 2007 - December 2009
Pfizer 2004 - 2007
Johnson & Johnson, Cordis Cardiology June 2003 - August 2003
U.S. Department of Health & Human Services, Centers for Medicare and Medicaid Services 2002 - 2002
JP Morgan/ Hambrecht & Quist 1999 - 2001
Salomon Brothers 1997 - 1999
Skills
Investments, Venture Capital, Entrepreneurship, Healthcare, Strategy, Due Diligence, Financial Analysis, Business Development, Capital Markets, Market Research, Business Strategy, Hedge Funds, Pharmaceutical Industry, Lifesciences, Medical Devices, Mergers, Corporate Development, Start-ups, Private Equity, Business Planning, Commercialization, Leadership, M&A experience, Executive Management, Corporate Finance, Technology Transfer, Strategic Partnerships, Competitive Analysis
Education
Harvard Business School
MBA
Carnegie Mellon University
BS with Honors, Industrial Management; Economics
Daniel A. Haigh Daniel A. Haigh's Salomon Brothers Experience 1996 - 1998
Job VC Analyst at NTT DoCoMo Capital
Industry Information Technology and Services
Experience
DoCoMo Capital 2012 - 2015
Telefonica 2009 - 2012
ISBAN 2007 - 2009
Banesto January 2006 - January 2007
Public High Schools 2005 - 2006
The London School of Economics and Political Science (LSE) 1998 - 1999
Salomon Brothers 1996 - 1998
Federal Reserve Bank of Boston 1995 - 1996
Skills
Strategy, Business Strategy
Education
Facultad de Teología San Dámaso - Madrid 1999 — 2004
Bachelor of Arts (B.A.), Theology & Philosophy
Suffolk University 1994 — 1996
Master of Science (M.S.), International Economics
Colorado College 1992 — 1994
Bachelor of Arts (B.A.), Economics
College for International Studies 1990 — 1992
B.A. Coursework
Social Work
DoCoMo Capital 2012 - 2015
Telefonica 2009 - 2012
ISBAN 2007 - 2009
Banesto January 2006 - January 2007
Public High Schools 2005 - 2006
The London School of Economics and Political Science (LSE) 1998 - 1999
Salomon Brothers 1996 - 1998
Federal Reserve Bank of Boston 1995 - 1996
Skills
Strategy, Business Strategy
Education
Facultad de Teología San Dámaso - Madrid 1999 — 2004
Bachelor of Arts (B.A.), Theology & Philosophy
Suffolk University 1994 — 1996
Master of Science (M.S.), International Economics
Colorado College 1992 — 1994
Bachelor of Arts (B.A.), Economics
College for International Studies 1990 — 1992
B.A. Coursework
Social Work
Shannon Caldwell Shannon Caldwell's Salomon Brothers Experience 1994 - 1995
Job Helping people to find work they love and organizations to find great talent
Industry Higher Education
Experience
University of Georgia 2007 - Present
Columbia Business School 2006 - 2007
Columbia Business School 2001 - 2005
Columbia Business School 2000 - 2001
Omnipoint Communications 1999 - 2000
Omnipoint Corporation 1997 - 1999
Salomon Brothers 1994 - 1995
Salomon Brothers 1992 - 1994
Chemical Bank / Texas Commerce Bank 1991 - 1992
Skills
Strategy, Staff Development, Relationship Management, Financial Analysis, Business Development, Talent Acquisition, Collaborative Problem..., Management, Career Counseling, Team Building, Executive Coaching, Organizational..., Coaching, Career Development, Time Management, Resume Writing, Recruiting, Leadership, Interviews, Public Speaking, Higher Education, Marketing, Financial Modeling, Leadership Development
Education
New School University 2001 — 2004
MFA, Creative Writing. Focus on nonfiction / personal narrative.
Columbia University - Columbia Business School 1995 — 1997
MBA. Integrity Board.
Southern Methodist University 1987 — 1991
BBA, Finance, with honors in the liberal arts.
University of Georgia 2007 - Present
Columbia Business School 2006 - 2007
Columbia Business School 2001 - 2005
Columbia Business School 2000 - 2001
Omnipoint Communications 1999 - 2000
Omnipoint Corporation 1997 - 1999
Salomon Brothers 1994 - 1995
Salomon Brothers 1992 - 1994
Chemical Bank / Texas Commerce Bank 1991 - 1992
Skills
Strategy, Staff Development, Relationship Management, Financial Analysis, Business Development, Talent Acquisition, Collaborative Problem..., Management, Career Counseling, Team Building, Executive Coaching, Organizational..., Coaching, Career Development, Time Management, Resume Writing, Recruiting, Leadership, Interviews, Public Speaking, Higher Education, Marketing, Financial Modeling, Leadership Development
Education
New School University 2001 — 2004
MFA, Creative Writing. Focus on nonfiction / personal narrative.
Columbia University - Columbia Business School 1995 — 1997
MBA. Integrity Board.
Southern Methodist University 1987 — 1991
BBA, Finance, with honors in the liberal arts.
Alicia Duran Alicia Duran's Salomon Brothers Experience 1994 - 1996
Job Contracts Manager, Copy Editor at Blue Apple Books
Industry Publishing
Experience
Blue Apple Books March 2009 - Present
Merrill Lynch 1996 - 2002
Salomon Brothers 1994 - 1996
The Knowledge Company 1990 - 1992
Skills
Copy Editing, Creative Writing, Editing, Editorial, Emerging Markets, Proofreading, Publishing, Research
Education
Columbia University - School of International and Public Affairs 1992 — 1994
M.I.A., International Policy, Latin America
Bryn Mawr College 1986 — 1990
B.A., summa cum laude, Spanish Language and Literature
Blue Apple Books March 2009 - Present
Merrill Lynch 1996 - 2002
Salomon Brothers 1994 - 1996
The Knowledge Company 1990 - 1992
Skills
Copy Editing, Creative Writing, Editing, Editorial, Emerging Markets, Proofreading, Publishing, Research
Education
Columbia University - School of International and Public Affairs 1992 — 1994
M.I.A., International Policy, Latin America
Bryn Mawr College 1986 — 1990
B.A., summa cum laude, Spanish Language and Literature
Max Holmes Max Holmes's Salomon Brothers Experience October 1991 - May 1996
Job Investor and Entrepreneur
Industry Financial Services
Experience
Plainfield Asset Management February 2005 - Present
Gray Birch Services LLC December 2011 - Present
qbeats inc September 2011 - Present
NYU Stern School of Business May 1993 - Present
D. E. Shaw & Co. January 2002 - February 2005
RBC Capital Markets October 1999 - January 2002
NatWest Markets May 1996 - October 1999
Salomon Brothers October 1991 - May 1996
The University of Texas at Austin May 1989 - September 1990
Drexel Burnham Lambert September 1986 - February 1989
Education
Columbia Law School 1981 — 1984
Doctor of Law (J.D.)
Columbia Business School 1981 — 1984
Master of Business Administration (M.B.A.)
Harvard College 1978 — 1981
A.B., Philosophy
Plainfield Asset Management February 2005 - Present
Gray Birch Services LLC December 2011 - Present
qbeats inc September 2011 - Present
NYU Stern School of Business May 1993 - Present
D. E. Shaw & Co. January 2002 - February 2005
RBC Capital Markets October 1999 - January 2002
NatWest Markets May 1996 - October 1999
Salomon Brothers October 1991 - May 1996
The University of Texas at Austin May 1989 - September 1990
Drexel Burnham Lambert September 1986 - February 1989
Education
Columbia Law School 1981 — 1984
Doctor of Law (J.D.)
Columbia Business School 1981 — 1984
Master of Business Administration (M.B.A.)
Harvard College 1978 — 1981
A.B., Philosophy
David Gilman David Gilman's Salomon Brothers Experience 1986 - 1987
Job Helping others achieve success through training, meeting facilitation, team building and 503 requirements. RESULTS!
Industry Professional Training & Coaching
Experience
Gilman Performance Systems, Inc. February 1986 - Present
GE Capital 1989 - 1991
Prudential Relocation 1987 - 1989
Salomon Brothers 1986 - 1987
Skills
360 Feedback, Meeting Design and..., Sales Training, Team Building, Development & delivery..., Competency Based..., Interpersonal Styles, Management Development, Leadership, Employee Engagement..., Workshop Facilitation, Employee Engagement, Selling Skills, Organizational..., Performance Management, Needs Analysis, Leadership Development, Training, Coaching, Emotional Intelligence, Executive Coaching, Program Management, MBTI, Employee Training, Consulting, Executive Development, Organizational..., Performance Improvement, Management, Training Delivery, Instructional Design, Succession Planning, Organizational Design, Career Development, Culture Change, Organizational Learning, Career Management, Business Coaching, Talent Management, Workforce Planning, Conflict Resolution, Facilitation, Career Counseling, Learning Management, Onboarding, Sales
Education
Pace University - Lubin School of Business
MBA, Organizational Behavior
College of Mount Saint Vincent
BA, Industrial Psychology, Business
Gilman Performance Systems, Inc. February 1986 - Present
GE Capital 1989 - 1991
Prudential Relocation 1987 - 1989
Salomon Brothers 1986 - 1987
Skills
360 Feedback, Meeting Design and..., Sales Training, Team Building, Development & delivery..., Competency Based..., Interpersonal Styles, Management Development, Leadership, Employee Engagement..., Workshop Facilitation, Employee Engagement, Selling Skills, Organizational..., Performance Management, Needs Analysis, Leadership Development, Training, Coaching, Emotional Intelligence, Executive Coaching, Program Management, MBTI, Employee Training, Consulting, Executive Development, Organizational..., Performance Improvement, Management, Training Delivery, Instructional Design, Succession Planning, Organizational Design, Career Development, Culture Change, Organizational Learning, Career Management, Business Coaching, Talent Management, Workforce Planning, Conflict Resolution, Facilitation, Career Counseling, Learning Management, Onboarding, Sales
Education
Pace University - Lubin School of Business
MBA, Organizational Behavior
College of Mount Saint Vincent
BA, Industrial Psychology, Business
Don Alecci Don Alecci's Salomon Brothers Experience 1991 - 1997
Job retired Chief Information Officer
Industry Banking
Experience
JP Morgan Chase April 2006 - June 2013
Citigroup January 1991 - April 2006
Salomon Brothers 1991 - 1997
Cap Gemini America 1988 - January 1991
Singer Kearfott Guidance & Navigation 1987 - 1988
Skills
Software Development, Testing, Management, Leadership, IT Strategy, Vendor Management, SDLC, Enterprise Architecture, IT Management, Disaster Recovery, Business Analysis, Risk Management, Trading Systems, Financial Services, PMO, Integration, Fixed Income, Program Management, Governance, Business Intelligence, ITIL, Security, Business Process..., Data Center, Portfolio Management, Capital Markets, Process Improvement
Education
Massachusetts Institute of Technology 1985 — 1987
MS, Civil Engineering
Bucknell University 1981 — 1985
BS, Civil Engineering
JP Morgan Chase April 2006 - June 2013
Citigroup January 1991 - April 2006
Salomon Brothers 1991 - 1997
Cap Gemini America 1988 - January 1991
Singer Kearfott Guidance & Navigation 1987 - 1988
Skills
Software Development, Testing, Management, Leadership, IT Strategy, Vendor Management, SDLC, Enterprise Architecture, IT Management, Disaster Recovery, Business Analysis, Risk Management, Trading Systems, Financial Services, PMO, Integration, Fixed Income, Program Management, Governance, Business Intelligence, ITIL, Security, Business Process..., Data Center, Portfolio Management, Capital Markets, Process Improvement
Education
Massachusetts Institute of Technology 1985 — 1987
MS, Civil Engineering
Bucknell University 1981 — 1985
BS, Civil Engineering
H. Kevin Feimster H. Kevin Feimster's Salomon Brothers Experience April 1993 - February 1996
Job Program Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase Bank. July 2012 - Present
AIG 2014 - 2015
AIG 2014 - 2015
IT Risk Management Services January 2009 - July 2012
National Stock Exchange June 2007 - December 2008
Citigroup February 2002 - June 2007
Citicorp - Citibank February 1996 - February 2002
Salomon Brothers April 1993 - February 1996
Skills
Information Security..., Auditing, IT Management, GLBA, NIST, Privacy, SOX, Risk, Sarbanes-Oxley Act, Financial Risk, Privacy Law, Service Management and..., Information Security, Risk Management, Change Management, Security, Disaster Recovery, ITIL, SDLC, Governance, Application Security, IT Audit, Vendor Management, Program Management, Business Continuity, IT Strategy, Enterprise Risk..., CISA, Risk Assessment, Information Technology, ISO 27001, Internal Controls, Business Process..., Project Management, Enterprise Architecture, Iso 9000, Certifications, ISO 14971, PCI DSS, Process Improvement, Strategy, Business Continuity..., Enterprise Software, Computer Security, Management, Consulting, Leadership, Financial Services, Business Analysis, Executive Management
Education
City University of New York
MS, Information Systems
City University of New York
BS, Psychology (industrial, man-machine), Electrical Engineering and Computer Sciences
City University of New York City College
Master's Degree, Information Systems, Database Security and Design
JPMorgan Chase Bank. July 2012 - Present
AIG 2014 - 2015
AIG 2014 - 2015
IT Risk Management Services January 2009 - July 2012
National Stock Exchange June 2007 - December 2008
Citigroup February 2002 - June 2007
Citicorp - Citibank February 1996 - February 2002
Salomon Brothers April 1993 - February 1996
Skills
Information Security..., Auditing, IT Management, GLBA, NIST, Privacy, SOX, Risk, Sarbanes-Oxley Act, Financial Risk, Privacy Law, Service Management and..., Information Security, Risk Management, Change Management, Security, Disaster Recovery, ITIL, SDLC, Governance, Application Security, IT Audit, Vendor Management, Program Management, Business Continuity, IT Strategy, Enterprise Risk..., CISA, Risk Assessment, Information Technology, ISO 27001, Internal Controls, Business Process..., Project Management, Enterprise Architecture, Iso 9000, Certifications, ISO 14971, PCI DSS, Process Improvement, Strategy, Business Continuity..., Enterprise Software, Computer Security, Management, Consulting, Leadership, Financial Services, Business Analysis, Executive Management
Education
City University of New York
MS, Information Systems
City University of New York
BS, Psychology (industrial, man-machine), Electrical Engineering and Computer Sciences
City University of New York City College
Master's Degree, Information Systems, Database Security and Design
Jim Ahn, CFA's Salomon Brothers Experience June 1993 - December 1994
Job Head of Global Convertibles IT at Pine River Capital Management
Industry Financial Services
Experience
Pine River Capital Management April 2013 - Present
Palo Alto High Frequency Labs November 2011 - Present
RBC Capital Markets November 2009 - November 2011
RBC Capital Markets August 2005 - November 2009
Thomas Weisel Partners May 2001 - December 2004
Financial Engines April 2000 - May 2001
Goldman Sachs December 1994 - December 1999
Salomon Brothers June 1993 - December 1994
Skills
Agile Methodologies, KDB+, KDB, Derivatives, Trading, Convertible Bonds, Electronic Trading, High Frequency Trading, Portfolio Management
Education
Columbia University in the City of New York 1994 — 1998
M.S., Operations Research
Carnegie Mellon University
B.S., Mathematics/Computer Science
Pine River Capital Management April 2013 - Present
Palo Alto High Frequency Labs November 2011 - Present
RBC Capital Markets November 2009 - November 2011
RBC Capital Markets August 2005 - November 2009
Thomas Weisel Partners May 2001 - December 2004
Financial Engines April 2000 - May 2001
Goldman Sachs December 1994 - December 1999
Salomon Brothers June 1993 - December 1994
Skills
Agile Methodologies, KDB+, KDB, Derivatives, Trading, Convertible Bonds, Electronic Trading, High Frequency Trading, Portfolio Management
Education
Columbia University in the City of New York 1994 — 1998
M.S., Operations Research
Carnegie Mellon University
B.S., Mathematics/Computer Science
Rex Golding's Salomon Brothers Experience 1984 - 1987
Job Managing Partner at Golding Partners LLC
Industry Investment Banking
Experience
Golding Partners LLC March 2014 - Present
Arma Partners July 2009 - March 2014
Mobius Venture Capital 1999 - 2008
Morgan Stanley 1996 - 1999
The 3DO Company 1991 - 1994
Salomon Brothers 1984 - 1987
Education
Harvard Business School 1982 — 1984
MBA, Finance
Harvard University 1977 — 1979
AB, Applied Mathematics
Caltech 1975 — 1977
Applied Mathematics
Golding Partners LLC March 2014 - Present
Arma Partners July 2009 - March 2014
Mobius Venture Capital 1999 - 2008
Morgan Stanley 1996 - 1999
The 3DO Company 1991 - 1994
Salomon Brothers 1984 - 1987
Education
Harvard Business School 1982 — 1984
MBA, Finance
Harvard University 1977 — 1979
AB, Applied Mathematics
Caltech 1975 — 1977
Applied Mathematics
Christina Bogie- Claxton Christina Bogie- Claxton's Salomon Brothers Experience June 2001 - August 2001
Job Manager of Physician Services at The Hospital for Special Surgery
Industry Accounting
Experience
Hospital for Special Surgery April 2014 - Present
Columbia University August 2013 - April 2014
Weill Cornell Medical College February 2013 - August 2013
Weill Cornell Medical College May 2011 - February 2013
Weill Cornell Medical College November 2008 - May 2011
Montefiore Medical Center 2007 - 2008
Salomon Brothers June 2001 - August 2001
Skills
Accounting, Financial Reporting, Financial Analysis, Microsoft Excel, Auditing, Accounts Receivable, Managerial Finance, Financial Accounting, Budgets, Accounts Payable, Access, General Ledger, Account Reconciliation, Invoicing, Finance, Analysis, Financial Statements, QuickBooks, Due Diligence, Management, Data Analysis, Bookkeeping, Bank Reconciliation, Business Planning, Variance Analysis, Cash Flow, Outlook
Education
City University of New York-Herbert H. Lehman College 2005 — 2008
Bachelor of Science (B.S.), Accounting
Dr. Martin Luther King Jr. High School
Diploma, Business/Managerial Economics
Hospital for Special Surgery April 2014 - Present
Columbia University August 2013 - April 2014
Weill Cornell Medical College February 2013 - August 2013
Weill Cornell Medical College May 2011 - February 2013
Weill Cornell Medical College November 2008 - May 2011
Montefiore Medical Center 2007 - 2008
Salomon Brothers June 2001 - August 2001
Skills
Accounting, Financial Reporting, Financial Analysis, Microsoft Excel, Auditing, Accounts Receivable, Managerial Finance, Financial Accounting, Budgets, Accounts Payable, Access, General Ledger, Account Reconciliation, Invoicing, Finance, Analysis, Financial Statements, QuickBooks, Due Diligence, Management, Data Analysis, Bookkeeping, Bank Reconciliation, Business Planning, Variance Analysis, Cash Flow, Outlook
Education
City University of New York-Herbert H. Lehman College 2005 — 2008
Bachelor of Science (B.S.), Accounting
Dr. Martin Luther King Jr. High School
Diploma, Business/Managerial Economics
Patrick Graham Patrick Graham's Salomon Brothers Experience April 1979 - June 1992
Job Principal at Spinnaker Consulting LLC
Industry Investment Management
Experience
Spinnaker Consulting LLC April 2015 - Present
BlackRock Financial Management April 1993 - April 2015
Salomon Brothers April 1979 - June 1992
Bankers Trust Co January 1973 - April 1979
Skills
Fixed Income, Equities, Mutual Funds, Hedge Funds, MBS, Derivatives, Trading, Middle Office, Corporate Actions, Securities, Bloomberg, Asset Management, DTC, Securities Lending, Capital Markets, Bonds, ETFs, Alternative Investments, Back Office, Investment Management, Prime Brokerage, Swaps, Options, Credit Derivatives, Structured Products, Fund Administration, Trading Systems, Collateral Management, Reconciliation, Account Reconciliation, Settlement, Operational Risk, Fund Of Funds, Equity Derivatives, Electronic Trading, Interest Rate..., Loans, FX Options, CDS
Education
French Culinary Institute 1992 — 1993
City University of New York-Brooklyn College 1972 — 1976
Spinnaker Consulting LLC April 2015 - Present
BlackRock Financial Management April 1993 - April 2015
Salomon Brothers April 1979 - June 1992
Bankers Trust Co January 1973 - April 1979
Skills
Fixed Income, Equities, Mutual Funds, Hedge Funds, MBS, Derivatives, Trading, Middle Office, Corporate Actions, Securities, Bloomberg, Asset Management, DTC, Securities Lending, Capital Markets, Bonds, ETFs, Alternative Investments, Back Office, Investment Management, Prime Brokerage, Swaps, Options, Credit Derivatives, Structured Products, Fund Administration, Trading Systems, Collateral Management, Reconciliation, Account Reconciliation, Settlement, Operational Risk, Fund Of Funds, Equity Derivatives, Electronic Trading, Interest Rate..., Loans, FX Options, CDS
Education
French Culinary Institute 1992 — 1993
City University of New York-Brooklyn College 1972 — 1976
Rich Augugliaro Rich Augugliaro's Salomon Brothers Experience January 1989 - December 1998
Job CFO at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2000 - Present
Citibank December 1998 - March 2000
Salomon Brothers January 1989 - December 1998
JT Moran June 1988 - December 1988
Education
Nova Southeastern University 1996 — 1998
MBA, Finance
City University of New York-College of Staten Island 1983 — 1988
BS, Finance
Fidelity Investments March 2000 - Present
Citibank December 1998 - March 2000
Salomon Brothers January 1989 - December 1998
JT Moran June 1988 - December 1988
Education
Nova Southeastern University 1996 — 1998
MBA, Finance
City University of New York-College of Staten Island 1983 — 1988
BS, Finance
Richard Soultanian Richard Soultanian's Salomon Brothers Experience 1989 - 1990
Job President at NUS Consulting Group
Industry Utilities
Experience
NUS Consulting Group June 1998 - Present
Goodman Phillips & Vineberg 1996 - 1998
Clifford Chance US LLP 1995 - 1996
Mudge Rose Guthrie Alexander & Ferdon 1994 - 1995
Salomon Brothers 1989 - 1990
Skills
Team Leadership, Strategic Planning, Client Relationship..., Business Analysis, Selling, Contract Management, Renewable Energy, Sales, Solution Selling, Project Management, Public Relations, Marketing Strategy, Procurement, Recruiting, Financial Analysis, Management Consulting, Operations Management, Public Speaking, Energy Efficiency, Risk Management, Energy Management, Negotiation, Process Improvement, Strategy, Sales Management, Energy, Contract Negotiation, Account Management, Management, Key Account Management, New Business Development, Commodity, Business Development, Team Building, Analysis, Natural Gas, Mergers, Change Management, Market Research, Entrepreneurship, B2B, Business Strategy, Purchasing, Energy Markets, Manufacturing, Cross-functional Team..., Smart Grid, Finance, Cleantech, Mergers & Acquisitions
Education
New York University School of Law 1993 — 1994
LLM, Taxation
Wake Forest University School of Law 1990 — 1993
JD, Law
Bucknell University 1985 — 1989
BS, Mathematics
NUS Consulting Group June 1998 - Present
Goodman Phillips & Vineberg 1996 - 1998
Clifford Chance US LLP 1995 - 1996
Mudge Rose Guthrie Alexander & Ferdon 1994 - 1995
Salomon Brothers 1989 - 1990
Skills
Team Leadership, Strategic Planning, Client Relationship..., Business Analysis, Selling, Contract Management, Renewable Energy, Sales, Solution Selling, Project Management, Public Relations, Marketing Strategy, Procurement, Recruiting, Financial Analysis, Management Consulting, Operations Management, Public Speaking, Energy Efficiency, Risk Management, Energy Management, Negotiation, Process Improvement, Strategy, Sales Management, Energy, Contract Negotiation, Account Management, Management, Key Account Management, New Business Development, Commodity, Business Development, Team Building, Analysis, Natural Gas, Mergers, Change Management, Market Research, Entrepreneurship, B2B, Business Strategy, Purchasing, Energy Markets, Manufacturing, Cross-functional Team..., Smart Grid, Finance, Cleantech, Mergers & Acquisitions
Education
New York University School of Law 1993 — 1994
LLM, Taxation
Wake Forest University School of Law 1990 — 1993
JD, Law
Bucknell University 1985 — 1989
BS, Mathematics
Raymond (Mr. Hospitality) Helfrich Raymond (Mr. Hospitality) Helfrich's Salomon Brothers Experience 1986 - 1996
Job Gregarious & quickthinking hospitality project manager seeking to leverage customerservice & staffleading experience
Industry Hospitality
Experience
Actively Seeking New Customer Service Manager Roles 2012 - Present
Montclair Food & Wine Festival 2012 - Present
Northern NJ Professionals in Transition 2009 - Present
naunas.com 2006 - Present
Shining Life Nutrition 2006 - Present
West Orange Watercooler 2003 - Present
The Montclair Times 2002 - Present
Nauna's Bella Casa January 2006 - December 2009
Self-Employed 1996 - 2006
Salomon Brothers 1986 - 1996
Skills
Leadership, Social Networking, Public Relations, Blogging, Facebook, Social Media, Management, Hospitality, Training, Customer Service, Photography, Marketing Communications, Event Planning, Event Management, Customer Satisfaction, Team Building, Interviews, Social Media Marketing, Creative Direction, Networking, Microsoft Office, Media Relations, Online Marketing, Program Management, Problem Solving, Email Marketing, Web Design, Publicity, Editorial, Website Development, Project Coordination, Critical Thinking, Relationship Building, Staff Development, People-oriented, Organizing, Bartending, Connecting People, Verbal and Written..., Attention To Detail, Creative Skills, Customer Experience, Collaborative Problem..., Big Picture Thinking, Creativity, MS Office Suite, Value Proposition, Multitasking, Vendor Relations, Efficiency Improvement
Education
City University of New York-Hunter College
Liberal Arts
Flushing High School, NYC
Awarded New York State's Regents Scholarship
Actively Seeking New Customer Service Manager Roles 2012 - Present
Montclair Food & Wine Festival 2012 - Present
Northern NJ Professionals in Transition 2009 - Present
naunas.com 2006 - Present
Shining Life Nutrition 2006 - Present
West Orange Watercooler 2003 - Present
The Montclair Times 2002 - Present
Nauna's Bella Casa January 2006 - December 2009
Self-Employed 1996 - 2006
Salomon Brothers 1986 - 1996
Skills
Leadership, Social Networking, Public Relations, Blogging, Facebook, Social Media, Management, Hospitality, Training, Customer Service, Photography, Marketing Communications, Event Planning, Event Management, Customer Satisfaction, Team Building, Interviews, Social Media Marketing, Creative Direction, Networking, Microsoft Office, Media Relations, Online Marketing, Program Management, Problem Solving, Email Marketing, Web Design, Publicity, Editorial, Website Development, Project Coordination, Critical Thinking, Relationship Building, Staff Development, People-oriented, Organizing, Bartending, Connecting People, Verbal and Written..., Attention To Detail, Creative Skills, Customer Experience, Collaborative Problem..., Big Picture Thinking, Creativity, MS Office Suite, Value Proposition, Multitasking, Vendor Relations, Efficiency Improvement
Education
City University of New York-Hunter College
Liberal Arts
Flushing High School, NYC
Awarded New York State's Regents Scholarship
Kyle Rawlins's Salomon Brothers Experience August 1996 - June 1998
Job Principal at PiperCadmium
Industry Real Estate
Experience
Piper-Cadmium Real Property Management, LLC May 2005 - Present
New York City Housing Authority (NYCHA) 2014 - 2015
InDev Capital June 2011 - January 2014
The Clarett Group May 2004 - October 2004
Prudential Real Estate Investors August 2000 - May 2004
Hines May 1999 - August 1999
Salomon Brothers August 1996 - June 1998
Chase August 1994 - June 1996
Skills
Real Estate Economics, Real Estate, Construction, Private Equity, Mixed-use, Construction Management, Feasibility Studies, Real Estate Development, Investors, Investment Properties, Property Management, Acquisitions, Asset Managment, Due Diligence, Investments, Asset Management, Financial Modeling, Mergers & Acquisitions, Finance, Restructuring, Portfolio Management, Executive Management, Valuation
Education
Harvard Business School 1998 — 2000
Master of Business Administration
University of Virginia 1990 — 1994
Bachelor of Science, Architecture
Choate Rosemary Hall 1987 — 1990
Piper-Cadmium Real Property Management, LLC May 2005 - Present
New York City Housing Authority (NYCHA) 2014 - 2015
InDev Capital June 2011 - January 2014
The Clarett Group May 2004 - October 2004
Prudential Real Estate Investors August 2000 - May 2004
Hines May 1999 - August 1999
Salomon Brothers August 1996 - June 1998
Chase August 1994 - June 1996
Skills
Real Estate Economics, Real Estate, Construction, Private Equity, Mixed-use, Construction Management, Feasibility Studies, Real Estate Development, Investors, Investment Properties, Property Management, Acquisitions, Asset Managment, Due Diligence, Investments, Asset Management, Financial Modeling, Mergers & Acquisitions, Finance, Restructuring, Portfolio Management, Executive Management, Valuation
Education
Harvard Business School 1998 — 2000
Master of Business Administration
University of Virginia 1990 — 1994
Bachelor of Science, Architecture
Choate Rosemary Hall 1987 — 1990
Hanif Mamdani Hanif Mamdani's Salomon Brothers Experience August 1988 - November 1997
Job Head of Alternative Investments at RBC Global Asset Management
Industry Investment Management
Experience
RBC Global Asset Management March 1998 - Present
Salomon Brothers August 1988 - November 1997
Credit Suisse 1992 - 1994
Skills
Fixed Income, Alternative Investments, Hedge Funds, Bonds, Investments, Corporate Development, Mutual Funds, Venture Capital, Portfolio Management, Due Diligence
Education
Harvard University 1987 — 1988
MS, Applied Science
Caltech 1983 — 1987
BS, Engineering
RBC Global Asset Management March 1998 - Present
Salomon Brothers August 1988 - November 1997
Credit Suisse 1992 - 1994
Skills
Fixed Income, Alternative Investments, Hedge Funds, Bonds, Investments, Corporate Development, Mutual Funds, Venture Capital, Portfolio Management, Due Diligence
Education
Harvard University 1987 — 1988
MS, Applied Science
Caltech 1983 — 1987
BS, Engineering
Jeffry Canin's Salomon Brothers Experience 1992 - 1995
Job Associate Partner, Auxin Partners
Industry Venture Capital & Private Equity
Experience
Auxin Partners September 2011 - Present
Canin Associates January 2004 - Present
Oregon State University 2008 - 2012
University of Washington, TechTransfer January 2009 - June 2010
Reed Global Advisors 2003 - 2004
eFund 1999 - 2002
US Venture Partners 1995 - 1997
Salomon Brothers 1992 - 1995
Montgomery Securities 1991 - 1992
Hambrecht & Quist 1982 - 1989
Skills
Competitive Analysis, Licensing, Renewable Energy, Portfolio Management, Financial Services, Start-ups, Strategic Partnerships, Entrepreneurship, Business Strategy, Business Planning, Cleantech, Business Development, Venture Capital, Energy, Mergers & Acquisitions, Marketing, Program Management, Management Consulting, Valuation, New Business Development, Strategy, Private Equity, Negotiation, Strategic Planning, International Business, Finance, Corporate Finance, Analysis, Financial Modeling, Commercialization, Executive Management, Product Management, Corporate Development, Market Analysis, Due Diligence, Market Research, Analytics, Cross-functional Team..., Funding, Financial Analysis, Leadership, Consulting, Investments, Angel Investing, E-commerce, Product Marketing, SaaS, Business, Product Development, Management
Education
University of California, Berkeley, Haas School of Business 1976 — 1978
MBA, International Business; Marketing
Brown University 1972 — 1976
BA, Engineering; Economics
Auxin Partners September 2011 - Present
Canin Associates January 2004 - Present
Oregon State University 2008 - 2012
University of Washington, TechTransfer January 2009 - June 2010
Reed Global Advisors 2003 - 2004
eFund 1999 - 2002
US Venture Partners 1995 - 1997
Salomon Brothers 1992 - 1995
Montgomery Securities 1991 - 1992
Hambrecht & Quist 1982 - 1989
Skills
Competitive Analysis, Licensing, Renewable Energy, Portfolio Management, Financial Services, Start-ups, Strategic Partnerships, Entrepreneurship, Business Strategy, Business Planning, Cleantech, Business Development, Venture Capital, Energy, Mergers & Acquisitions, Marketing, Program Management, Management Consulting, Valuation, New Business Development, Strategy, Private Equity, Negotiation, Strategic Planning, International Business, Finance, Corporate Finance, Analysis, Financial Modeling, Commercialization, Executive Management, Product Management, Corporate Development, Market Analysis, Due Diligence, Market Research, Analytics, Cross-functional Team..., Funding, Financial Analysis, Leadership, Consulting, Investments, Angel Investing, E-commerce, Product Marketing, SaaS, Business, Product Development, Management
Education
University of California, Berkeley, Haas School of Business 1976 — 1978
MBA, International Business; Marketing
Brown University 1972 — 1976
BA, Engineering; Economics
Allan Watty's Salomon Brothers Experience 1986 - 1989
Job Senior Application Development Manager at Ventyx, an ABB Company
Industry Computer Software
Experience
Ventyx, an ABB Company December 2012 - Present
PROS Revenue Management July 2005 - December 2012
Aspen Technology November 2003 - June 2005
BMC Software February 1995 - August 2003
Welcom Software 1992 - 1994
Lucas Management Systems 1989 - 1992
Salomon Brothers 1986 - 1989
Skills
Agile Methodologies, Software Development, Scrum, Software Project..., Program Management, Business Intelligence, Test Automation, Agile Project Management, Enterprise Software, Quality Assurance, PMP, Software Engineering, Requirements Analysis, Cloud Computing, Project Management, Integration, Java, Process Improvement, TFS, Testing, SaaS, SQL, Requirements Gathering, Project Planning, SDLC, SOA, C#, Enterprise Architecture, Unix, SharePoint, XML, Databases, .NET, Java Enterprise Edition, Web Applications, Microsoft SQL Server, UML, Web Services, PL/SQL, Root Cause Analysis, Metrics, Earned Value Management, Test Metrics, Use Case Diagrams, Architecture, Software Design, Oracle, Software Quality..., Architectures, Management
Education
University of Houston, C.T. Bauer College of Business
MBA
Polytechnic Institute of New York
MS, Computer Science
City University of New York-Herbert H. Lehman College
B.A, Mathematics, Biology
Ventyx, an ABB Company December 2012 - Present
PROS Revenue Management July 2005 - December 2012
Aspen Technology November 2003 - June 2005
BMC Software February 1995 - August 2003
Welcom Software 1992 - 1994
Lucas Management Systems 1989 - 1992
Salomon Brothers 1986 - 1989
Skills
Agile Methodologies, Software Development, Scrum, Software Project..., Program Management, Business Intelligence, Test Automation, Agile Project Management, Enterprise Software, Quality Assurance, PMP, Software Engineering, Requirements Analysis, Cloud Computing, Project Management, Integration, Java, Process Improvement, TFS, Testing, SaaS, SQL, Requirements Gathering, Project Planning, SDLC, SOA, C#, Enterprise Architecture, Unix, SharePoint, XML, Databases, .NET, Java Enterprise Edition, Web Applications, Microsoft SQL Server, UML, Web Services, PL/SQL, Root Cause Analysis, Metrics, Earned Value Management, Test Metrics, Use Case Diagrams, Architecture, Software Design, Oracle, Software Quality..., Architectures, Management
Education
University of Houston, C.T. Bauer College of Business
MBA
Polytechnic Institute of New York
MS, Computer Science
City University of New York-Herbert H. Lehman College
B.A, Mathematics, Biology
Thomas C. De Cain's Salomon Brothers Experience 1987 - 1993
Job Partner at Chenery
Industry Investment Management
Experience
Chenery Compliance Group March 2015 - Present
The Chenery Group February 2006 - Present
Banister International 2004 - 2006
Liquid Medium LLC / Innovantage 1999 - 2004
Explore, Inc. August 1997 - October 1999
Salomon Brothers 1987 - 1993
American Stock Exchange 1984 - 1987
Skills
Private Equity, Wealth Management, Personnel Management, Investment Management, Investments, Strategy, Hedge Funds, Leadership, Venture Capital, Executive Search, Outsourcing, Alternative Investments, Portfolio Managers, Relationship Management, Program Management, Management, Sales, Marketing, Asset Allocation, Fund Of Funds, Institutional..., Emerging Markets, Investment Strategies, Investment Advisory
Education
Northwestern University - Kellogg School of Management 1989 — 1991
MBA, Finance, Strategy, International
Bucknell University 1979 — 1983
BA, Economics
Chenery Compliance Group March 2015 - Present
The Chenery Group February 2006 - Present
Banister International 2004 - 2006
Liquid Medium LLC / Innovantage 1999 - 2004
Explore, Inc. August 1997 - October 1999
Salomon Brothers 1987 - 1993
American Stock Exchange 1984 - 1987
Skills
Private Equity, Wealth Management, Personnel Management, Investment Management, Investments, Strategy, Hedge Funds, Leadership, Venture Capital, Executive Search, Outsourcing, Alternative Investments, Portfolio Managers, Relationship Management, Program Management, Management, Sales, Marketing, Asset Allocation, Fund Of Funds, Institutional..., Emerging Markets, Investment Strategies, Investment Advisory
Education
Northwestern University - Kellogg School of Management 1989 — 1991
MBA, Finance, Strategy, International
Bucknell University 1979 — 1983
BA, Economics
Flyn Gropack's Salomon Brothers Experience 1979 - 1984
Job Director at Pershing LLC
Industry Information Technology and Services
Experience
Pershing LLC March 2007 - Present
RR Donnelley 1997 - 2006
McKinsey & Company 1989 - 1997
Drexel Burnham Lambert 1986 - 1989
Donaldson, Lufkin, & Jenrette 1984 - 1986
Salomon Brothers 1979 - 1984
Skills
Financial Services, Strategy, IT Strategy, Management, Business Analysis, Vendor Management, Equities, Executive Management, Project Management, Program Management
Education
Pace University - Lubin School of Business
MBA, Finance
City University of New York-Brooklyn College
BS, Computer Science
Pershing LLC March 2007 - Present
RR Donnelley 1997 - 2006
McKinsey & Company 1989 - 1997
Drexel Burnham Lambert 1986 - 1989
Donaldson, Lufkin, & Jenrette 1984 - 1986
Salomon Brothers 1979 - 1984
Skills
Financial Services, Strategy, IT Strategy, Management, Business Analysis, Vendor Management, Equities, Executive Management, Project Management, Program Management
Education
Pace University - Lubin School of Business
MBA, Finance
City University of New York-Brooklyn College
BS, Computer Science
Ira Dicken's Salomon Brothers Experience 1981 - 1983
Job CIO, Systems Architect, Innovator, Technologist, Systems Developer, Database Designer
Industry Information Technology and Services
Experience
Financial Systems Works Inc 1995 - Present
Berkeley Investment Technologies 1993 - 1995
Blackrock Financial Management 1990 - 1993
Drexel Burnham Lambert 1986 - 1990
Donaldson, Lufkin & Jenrette 1983 - 1985
Salomon Brothers 1981 - 1983
Skills
Multiprocessing, Mortgage Backed..., Dark Pools, ECNs, ATS,..., Evaluating trading..., Stock loan/borrows,..., Sybase, MS SQL, Oracle, Real Time Messaging..., C++, Java, C#, Shell,..., C++ Builder, Visual..., Multiprocessor,..., Trading Systems, Trading, Risk Management, Fixed Income, Equities, Equity Trading, Market Data, Bloomberg
Education
City University of New York-Brooklyn College 1976 — 1980
BS, Accounting / minors Computer Science, Economics
Financial Systems Works Inc 1995 - Present
Berkeley Investment Technologies 1993 - 1995
Blackrock Financial Management 1990 - 1993
Drexel Burnham Lambert 1986 - 1990
Donaldson, Lufkin & Jenrette 1983 - 1985
Salomon Brothers 1981 - 1983
Skills
Multiprocessing, Mortgage Backed..., Dark Pools, ECNs, ATS,..., Evaluating trading..., Stock loan/borrows,..., Sybase, MS SQL, Oracle, Real Time Messaging..., C++, Java, C#, Shell,..., C++ Builder, Visual..., Multiprocessor,..., Trading Systems, Trading, Risk Management, Fixed Income, Equities, Equity Trading, Market Data, Bloomberg
Education
City University of New York-Brooklyn College 1976 — 1980
BS, Accounting / minors Computer Science, Economics
George Karelitsky's Salomon Brothers Experience 1990 - 1999
Job vice president at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs 2004 - Present
Bank of New York 1999 - 2004
Salomon Brothers 1990 - 1999
Drexel Burnham Lambert 1981 - 1983
Skills
Prime Brokerage, Fixed Income, Equities, Hedge Funds, Back Office, Corporate Actions, Series 7, Bloomberg, Derivatives, Settlement, Options, Securities, Investment Banking, FX Options, Bonds
Education
Tulane University School of Social Work 1975 — 1976
MSW, Clinical/Medical Social Work
City University of New York City College 1967 — 1969
Bachelor of Arts (BA)
Kingsborough Community College 1964 — 1967
AA
Goldman Sachs 2004 - Present
Bank of New York 1999 - 2004
Salomon Brothers 1990 - 1999
Drexel Burnham Lambert 1981 - 1983
Skills
Prime Brokerage, Fixed Income, Equities, Hedge Funds, Back Office, Corporate Actions, Series 7, Bloomberg, Derivatives, Settlement, Options, Securities, Investment Banking, FX Options, Bonds
Education
Tulane University School of Social Work 1975 — 1976
MSW, Clinical/Medical Social Work
City University of New York City College 1967 — 1969
Bachelor of Arts (BA)
Kingsborough Community College 1964 — 1967
AA
Demian Gage's Salomon Brothers Experience 1996 - 1996
Job CFO at Winstanley Enterprises
Industry Real Estate
Experience
Winstanley Enterprises LLC 2002 - Present
Stonebridge Associates July 1997 - November 2002
Shawmut Bank 1995 - 1997
Salomon Brothers 1996 - 1996
Credit Suisse September 1990 - May 1995
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
MBA, Finance
Colgate University 1986 — 1990
BA, Economics
Winstanley Enterprises LLC 2002 - Present
Stonebridge Associates July 1997 - November 2002
Shawmut Bank 1995 - 1997
Salomon Brothers 1996 - 1996
Credit Suisse September 1990 - May 1995
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
MBA, Finance
Colgate University 1986 — 1990
BA, Economics
Matt Marcella's Salomon Brothers Experience 1989 - 1995
Job VP Software Development at Passur Aerospace
Industry Airlines/Aviation
Experience
Passur Aerospace Inc 2001 - Present
Cityspree 2000 - 2001
Nomura Securities 1995 - 1999
Salomon Brothers 1989 - 1995
Skills
Program Management, Strategic Planning, Software Development, Information Theory, Distributed Computing, Statistical Data..., Cross-functional Team..., Team Leadership, Engineering Management, RESTful WebServices, Leadership, Operations Management, C, R, Airlines, Start-ups, SDLC, OpenGL Programming, Big Data Analytics, Air Traffic Managment..., SQL, Java, Javacript, WebGL, Web Services, Pattern Recognition, Computer Graphics Design, Integration, Management, Vendor Management, Linux, Process Improvement, Software Engineering, Aerospace, Web Development, Agile Methodologies, Unix, XML, Consulting, Aviation
Education
California State Polytechnic University-Pomona
Electrical and Electronic Engineering, B.S. Electrical and Electronic Engineering
United States Naval Academy
Systems Engineering
Passur Aerospace Inc 2001 - Present
Cityspree 2000 - 2001
Nomura Securities 1995 - 1999
Salomon Brothers 1989 - 1995
Skills
Program Management, Strategic Planning, Software Development, Information Theory, Distributed Computing, Statistical Data..., Cross-functional Team..., Team Leadership, Engineering Management, RESTful WebServices, Leadership, Operations Management, C, R, Airlines, Start-ups, SDLC, OpenGL Programming, Big Data Analytics, Air Traffic Managment..., SQL, Java, Javacript, WebGL, Web Services, Pattern Recognition, Computer Graphics Design, Integration, Management, Vendor Management, Linux, Process Improvement, Software Engineering, Aerospace, Web Development, Agile Methodologies, Unix, XML, Consulting, Aviation
Education
California State Polytechnic University-Pomona
Electrical and Electronic Engineering, B.S. Electrical and Electronic Engineering
United States Naval Academy
Systems Engineering
Laura McCaughey's Salomon Brothers Experience 1985 - 1995
Job Senior CustomerCentric Marketing Leader
Industry Computer Software
Experience
NaviNet August 2011 - June 2015
New Momentum, LLC 2008 - 2010
AMR Research 2006 - 2008
GlobalEqon 2002 - 2003
SG Cowen 1999 - 2002
Santander Investment 1995 - 1999
Salomon Brothers 1985 - 1995
Skills
Marketing, Competitive Intelligence, SaaS, Public Relations, Analyst Relations, Strategy, Start-ups, Business Strategy, Marketing Management, Management, Strategic Planning, Marketing Strategy, Product Marketing, CRM, Marketing Communications, Salesforce.com, Go-to-market Strategy, Cross-functional Team..., Product Management, Entrepreneurship, Business Development, Enterprise Software, Competitive Analysis, Lead Generation, Demand Generation, Analytics, Multi-channel Marketing, Thought Leadership, Sales Enablement, Strategic Partnerships, Integrated Marketing, Product Launch
Education
Colgate University
Colgate University
NaviNet August 2011 - June 2015
New Momentum, LLC 2008 - 2010
AMR Research 2006 - 2008
GlobalEqon 2002 - 2003
SG Cowen 1999 - 2002
Santander Investment 1995 - 1999
Salomon Brothers 1985 - 1995
Skills
Marketing, Competitive Intelligence, SaaS, Public Relations, Analyst Relations, Strategy, Start-ups, Business Strategy, Marketing Management, Management, Strategic Planning, Marketing Strategy, Product Marketing, CRM, Marketing Communications, Salesforce.com, Go-to-market Strategy, Cross-functional Team..., Product Management, Entrepreneurship, Business Development, Enterprise Software, Competitive Analysis, Lead Generation, Demand Generation, Analytics, Multi-channel Marketing, Thought Leadership, Sales Enablement, Strategic Partnerships, Integrated Marketing, Product Launch
Education
Colgate University
Colgate University
Lalyn Kenyon's Salomon Brothers Experience July 1993 - December 1997
Job Managing Director at Stifel Financial Corp.
Industry Investment Management
Experience
Knight Capital Group Managing DirectorStifel Financial Corp.July 2013 - Present
libertas partners January 2003 - July 2008
Knight Libertas January 2003 - June 2008
Salomon Brothers July 1993 - December 1997
Education
University of Virginia Darden School of Business 1991 — 1993
MBA
Colby College 1982 — 1986
BA, Economics
st georges 1978 — 1982
hs diploma
Knight Capital Group Managing DirectorStifel Financial Corp.July 2013 - Present
libertas partners January 2003 - July 2008
Knight Libertas January 2003 - June 2008
Salomon Brothers July 1993 - December 1997
Education
University of Virginia Darden School of Business 1991 — 1993
MBA
Colby College 1982 — 1986
BA, Economics
st georges 1978 — 1982
hs diploma
Margo Urbany-Joyce's Salomon Brothers Experience April 1987 - October 1988
Job Financial Services Professional in transition
Industry Financial Services
Experience
Ameriprise Financial July 2006 - June 2012
Citi Group April 1999 - May 2005
Citi Group January 1995 - April 1999
Kidder Peabody January 1993 - January 1995
Kidder Peabody October 1989 - January 1993
Kidder Peabody October 1988 - October 1989
Salomon Brothers April 1987 - October 1988
Education
Carnegie Mellon University 1982 — 1986
BS, Applied Mathematics, Operations Research and Industrial Management
Ameriprise Financial July 2006 - June 2012
Citi Group April 1999 - May 2005
Citi Group January 1995 - April 1999
Kidder Peabody January 1993 - January 1995
Kidder Peabody October 1989 - January 1993
Kidder Peabody October 1988 - October 1989
Salomon Brothers April 1987 - October 1988
Education
Carnegie Mellon University 1982 — 1986
BS, Applied Mathematics, Operations Research and Industrial Management
Carol Zylbert's Salomon Brothers Experience August 1984 - October 1987
Job Adjunct Instructor at Durham Technical Community College
Industry Education Management
Experience
Durham Technical Community College January 2000 - May 2009
Cary Academy August 2004 - June 2005
Salomon Brothers August 1984 - October 1987
Education
Durham Technical Community College 1998 — 2001
AAS, Computer Programming
Fordham University School of Law 1986 — 1990
JD
Columbia University - Columbia Business School 1976 — 1977
MBA, Finance
University of Michigan 1968 — 1972
BA, History and Political Science
Durham Technical Community College January 2000 - May 2009
Cary Academy August 2004 - June 2005
Salomon Brothers August 1984 - October 1987
Education
Durham Technical Community College 1998 — 2001
AAS, Computer Programming
Fordham University School of Law 1986 — 1990
JD
Columbia University - Columbia Business School 1976 — 1977
MBA, Finance
University of Michigan 1968 — 1972
BA, History and Political Science
Kevin Walker's Salomon Brothers Experience 1989 - 2006
Job Director at CreditSuisse
Industry Information Technology and Services
Experience
Credit-Suisse Senior Vice PresidentCitigroupMarch 1989 - November 2006
Salomon Brothers 1989 - 2006
Education
Fairleigh Dickinson University 2006 — 2008
Masters, Administrative Science
Caldwell University 1998 — 2001
Credit-Suisse Senior Vice PresidentCitigroupMarch 1989 - November 2006
Salomon Brothers 1989 - 2006
Education
Fairleigh Dickinson University 2006 — 2008
Masters, Administrative Science
Caldwell University 1998 — 2001
Sandra Petronella's Salomon Brothers Experience February 1976 - December 1989
Job Vice President, Office Manager, KKR
Industry Financial Services
Experience
Kohlberg Kravis Roberts & Co. February 1995 - Present
Merrion Group aka Scully Brothers & Foss June 1989 - January 1995
Salomon Brothers February 1976 - December 1989
Education
Fordham University 2002 — 2004
MA, Human Resources
City University of New York 1971 — 1975
Bachelor, History / Economics
Kohlberg Kravis Roberts & Co. February 1995 - Present
Merrion Group aka Scully Brothers & Foss June 1989 - January 1995
Salomon Brothers February 1976 - December 1989
Education
Fordham University 2002 — 2004
MA, Human Resources
City University of New York 1971 — 1975
Bachelor, History / Economics
Rakesh Nigam's Salomon Brothers Experience June 1997 - June 2000
Job Partner, Crossbridge and Founder @moviequapp
Industry Financial Services
Experience
Crossbridge Consulting Americas February 2014 - Present
MOVIEQU October 2012 - Present
Barclays Capital June 2012 - February 2014
Barclays 2011 - July 2012
Barclays Capital January 2010 - February 2012
Barclays Capital September 2005 - February 2010
JPMorgan July 2000 - September 2005
Salomon Brothers June 1997 - June 2000
Long Term Credit Bank of Japan June 1995 - June 1997
Nomura Research Institute April 1990 - June 1995
Skills
Agile Methodologies, Business Analysis, Business Intelligence, Communication, Communication Skills, Compliance, Credit, Credit Derivatives, Derivatives, Dodd-Frank, Change Management, Analysis, Electronic Trading, Enterprise Architecture, Financial Services, Fixed Income, IT Strategy, Integration, Leadership, Investment Banking, Marketing, Mobile Applications, Management, Outsourcing, PMO, Portfolio Management, Program Management, Project Delivery, Project Management, Project Portfolio..., Requirements Analysis, Requirements Gathering, Risk Management, SDLC, Software Project..., Stakeholder Management, Strategy, Team Leadership, Trading Systems, Vendor Management, Start-ups, Strategic Planning
Education
City University London 1984 — 1987
Bachelor's Degree, Computer Engineering, 2(i) and Jarrogate Prize
Crossbridge Consulting Americas February 2014 - Present
MOVIEQU October 2012 - Present
Barclays Capital June 2012 - February 2014
Barclays 2011 - July 2012
Barclays Capital January 2010 - February 2012
Barclays Capital September 2005 - February 2010
JPMorgan July 2000 - September 2005
Salomon Brothers June 1997 - June 2000
Long Term Credit Bank of Japan June 1995 - June 1997
Nomura Research Institute April 1990 - June 1995
Skills
Agile Methodologies, Business Analysis, Business Intelligence, Communication, Communication Skills, Compliance, Credit, Credit Derivatives, Derivatives, Dodd-Frank, Change Management, Analysis, Electronic Trading, Enterprise Architecture, Financial Services, Fixed Income, IT Strategy, Integration, Leadership, Investment Banking, Marketing, Mobile Applications, Management, Outsourcing, PMO, Portfolio Management, Program Management, Project Delivery, Project Management, Project Portfolio..., Requirements Analysis, Requirements Gathering, Risk Management, SDLC, Software Project..., Stakeholder Management, Strategy, Team Leadership, Trading Systems, Vendor Management, Start-ups, Strategic Planning
Education
City University London 1984 — 1987
Bachelor's Degree, Computer Engineering, 2(i) and Jarrogate Prize
Amy Lichstein Rompala, CFA's Salomon Brothers Experience 1994 - 1996
Job Managing Director at Untapped Workforce
Industry Financial Services
Experience
Untapped Workforce January 2013 - Present
Robeco 2001 - 2004
Venture Architects March 2000 - March 2001
Lipper and Company 1996 - 2000
Salomon Brothers 1994 - 1996
Skills
Asset Management, Investments, Hedge Funds, Fixed Income, Mutual Funds, Portfolio Management, Derivatives, Financial Markets, Wealth Management, Securities, Capital Markets, Alternative Investments, Trading, Bloomberg, Private Equity, Valuation, Asset Allocation, Financial Services, Investment Banking
Education
Colgate University 1987 — 1991
BA
Colgate University
Bachelor of Arts (B.A.)
Untapped Workforce January 2013 - Present
Robeco 2001 - 2004
Venture Architects March 2000 - March 2001
Lipper and Company 1996 - 2000
Salomon Brothers 1994 - 1996
Skills
Asset Management, Investments, Hedge Funds, Fixed Income, Mutual Funds, Portfolio Management, Derivatives, Financial Markets, Wealth Management, Securities, Capital Markets, Alternative Investments, Trading, Bloomberg, Private Equity, Valuation, Asset Allocation, Financial Services, Investment Banking
Education
Colgate University 1987 — 1991
BA
Colgate University
Bachelor of Arts (B.A.)
Edgar Pusung's Salomon Brothers Experience 1994 - 1994
Job Infrastructure Specialist at EDS Federal Reserve Account
Industry Information Technology and Services
Experience
HP Enterprise Services June 2008 - Present
NYSE Euronext January 2008 - June 2008
EDS December 2006 - December 2007
Citigroup December 1996 - November 2006
Goldman Sachs November 1993 - December 1995
Salomon Brothers 1994 - 1994
Skills
SDLC, Solaris, Disaster Recovery, Data Center, Software Development, Business Continuity, AIX, Windows Server, Weblogic, Networking, Unix, Servers, Linux, Program Management, Capacity Planning, IT Service Management, System Administration, Oracle
Education
City University of New York City College 1987 — 1992
Bachelor of Science, Computer Science
HP Enterprise Services June 2008 - Present
NYSE Euronext January 2008 - June 2008
EDS December 2006 - December 2007
Citigroup December 1996 - November 2006
Goldman Sachs November 1993 - December 1995
Salomon Brothers 1994 - 1994
Skills
SDLC, Solaris, Disaster Recovery, Data Center, Software Development, Business Continuity, AIX, Windows Server, Weblogic, Networking, Unix, Servers, Linux, Program Management, Capacity Planning, IT Service Management, System Administration, Oracle
Education
City University of New York City College 1987 — 1992
Bachelor of Science, Computer Science
Doug Bloom's Salomon Brothers Experience 1986 - 1987
Job CEO at RealWinWin, Inc.
Industry Oil & Energy
Experience
RealWinWIn, Inc. 2005 - Present
Delta Concepts, Inc 2002 - 2005
RCN 1999 - 2002
TCG 1996 - 1999
Centerfield Collectibles 1993 - 1996
Gilbert Offices 1991 - 1993
Edison Venture Fund 1987 - 1990
Salomon Brothers 1986 - 1987
Skills
New Business Development, Team Building, Sales, Contract Negotiation, Energy Efficiency, Team Leadership, Business Development, Strategic Partnerships, Customer Satisfaction, Entrepreneurship, Leadership, Management, Product Development, Sales Operations, Start-ups
Education
Colgate University
BA
University of Pennsylvania
MSE
University of Pennsylvania - The Wharton School
MBA
RealWinWIn, Inc. 2005 - Present
Delta Concepts, Inc 2002 - 2005
RCN 1999 - 2002
TCG 1996 - 1999
Centerfield Collectibles 1993 - 1996
Gilbert Offices 1991 - 1993
Edison Venture Fund 1987 - 1990
Salomon Brothers 1986 - 1987
Skills
New Business Development, Team Building, Sales, Contract Negotiation, Energy Efficiency, Team Leadership, Business Development, Strategic Partnerships, Customer Satisfaction, Entrepreneurship, Leadership, Management, Product Development, Sales Operations, Start-ups
Education
Colgate University
BA
University of Pennsylvania
MSE
University of Pennsylvania - The Wharton School
MBA
Marvin Key's Salomon Brothers Experience May 1993 - November 1997
Job Chief Executive Officer at Acacia Research Group LLC
Industry Information Technology and Services
Experience
Acacia Research 2005 - Present
Thomas Weisel Partners December 2000 - December 2005
Hermes Advisors 1998 - 2000
Salomon Brothers May 1993 - November 1997
Skills
Mergers, Capital Markets, Licensing, Portfolio Management, Intellectual Property, Business Development, Strategic Planning, Corporate Development, Equities, Strategy, Financial Modeling, Strategic Partnerships, Patent Litigation, Start-ups
Education
Southern Methodist University - Cox School of Business 1982 — 1983
MBA, Finance, General
Clemson University 1979 — 1982
BS, Financial Management
Acacia Research 2005 - Present
Thomas Weisel Partners December 2000 - December 2005
Hermes Advisors 1998 - 2000
Salomon Brothers May 1993 - November 1997
Skills
Mergers, Capital Markets, Licensing, Portfolio Management, Intellectual Property, Business Development, Strategic Planning, Corporate Development, Equities, Strategy, Financial Modeling, Strategic Partnerships, Patent Litigation, Start-ups
Education
Southern Methodist University - Cox School of Business 1982 — 1983
MBA, Finance, General
Clemson University 1979 — 1982
BS, Financial Management
Robert Kagel's Salomon Brothers Experience 1996 - 1997
Job Project Manager / Sr. Business Analyst in Financial Services
Industry Financial Services
Experience
Deutsche Bank January 2014 - April 2015
Citi August 2012 - March 2013
Citi March 2009 - July 2012
Citi Group 2004 - 2009
Citi Group 1998 - 2004
Salomon Brothers 1996 - 1997
Salomon Brothers 1991 - 1995
Salomon Brothers 1989 - 1991
Weidlinger Associates 1982 - 1989
Skills
Fixed Income, Business Process..., Business Analysis, Business Process, Equities, Risk Management, Integration, Trading Systems, Business Requirements, User Acceptance Testing, Program Management, Strategy, Cross-functional Team..., Analysis, Financial Services, Capital Markets, SDLC
Education
New York University 1984 — 1991
M.S., Computer Science
Columbia Engineering 1981 — 1982
M.S., Engineering Mechanics
The Cooper Union for the Advancement of Science and Art 1977 — 1981
B.E., Civil Engineering
Deutsche Bank January 2014 - April 2015
Citi August 2012 - March 2013
Citi March 2009 - July 2012
Citi Group 2004 - 2009
Citi Group 1998 - 2004
Salomon Brothers 1996 - 1997
Salomon Brothers 1991 - 1995
Salomon Brothers 1989 - 1991
Weidlinger Associates 1982 - 1989
Skills
Fixed Income, Business Process..., Business Analysis, Business Process, Equities, Risk Management, Integration, Trading Systems, Business Requirements, User Acceptance Testing, Program Management, Strategy, Cross-functional Team..., Analysis, Financial Services, Capital Markets, SDLC
Education
New York University 1984 — 1991
M.S., Computer Science
Columbia Engineering 1981 — 1982
M.S., Engineering Mechanics
The Cooper Union for the Advancement of Science and Art 1977 — 1981
B.E., Civil Engineering
Rose Donato's Salomon Brothers Experience 1986 - 1993
Job Director Project Management Office at Paul, Weiss, Rifkind, Wharton & Garrison LLP
Industry Financial Services
Experience
Paul, Weiss, Rifkind, Wharton & Garrison LLP April 2014 - Present
NYSE Euronext - NYSE Technologies March 2013 - December 2013
BNY Mellon August 2012 - March 2013
Thomson Reuters May 2010 - November 2012
Thomson Reuters June 2009 - May 2010
Citigroup Project Management 2008 - 2009
Citigroup April 2007 - December 2008
Thomson Financial March 2002 - July 2007
Reuters March 1996 - March 2003
Salomon Brothers 1986 - 1993
Skills
Project Management, Program Management, Risk Management, PMO, Vendor Management, Market Data, Strategy, Investment Banking, Business Analysis, Business Process, Integration, SDLC, Enterprise Software, Leadership, Management, Disaster Recovery, Strategic Planning, Data Center, Project Portfolio..., CRM, IT Strategy, Project Delivery, Change Management, Governance, IT Management, Training, Trading Systems, Financial Services, Portfolio Management, ITIL, Executive Management, Process Improvement
Education
City University of New York-Herbert H. Lehman College 1974 — 1975
Academic
Paul, Weiss, Rifkind, Wharton & Garrison LLP April 2014 - Present
NYSE Euronext - NYSE Technologies March 2013 - December 2013
BNY Mellon August 2012 - March 2013
Thomson Reuters May 2010 - November 2012
Thomson Reuters June 2009 - May 2010
Citigroup Project Management 2008 - 2009
Citigroup April 2007 - December 2008
Thomson Financial March 2002 - July 2007
Reuters March 1996 - March 2003
Salomon Brothers 1986 - 1993
Skills
Project Management, Program Management, Risk Management, PMO, Vendor Management, Market Data, Strategy, Investment Banking, Business Analysis, Business Process, Integration, SDLC, Enterprise Software, Leadership, Management, Disaster Recovery, Strategic Planning, Data Center, Project Portfolio..., CRM, IT Strategy, Project Delivery, Change Management, Governance, IT Management, Training, Trading Systems, Financial Services, Portfolio Management, ITIL, Executive Management, Process Improvement
Education
City University of New York-Herbert H. Lehman College 1974 — 1975
Academic
Ed Nelson's Salomon Brothers Experience 1988 - 1996
Job Managing Director at Mercury Alternatives Group LLC
Industry Financial Services
Experience
Mercury Alternatives Group LLC May 2013 - Present
Merrill Lynch September 2009 - November 2012
M3 Money Management September 2008 - December 2009
Osprey Partners Investment Management 2007 - 2008
Old Mutual 2002 - 2007
Provident Investment Counsel 2000 - 2002
Merrill Lynch September 1996 - June 2000
Salomon Brothers 1988 - 1996
Skills
Series 7, Asset Managment, Financial Services, Alternative Investments, Portfolio Management, Mutual Funds, Hedge Funds, Asset Management, Investments, Financial Advisory, Wealth Management, Asset Allocation, Equities, Investment Strategies, Series 63, Valuation, Finance, Investment Management, Due Diligence, Investment Advisory, Institutional..., ETFs, Uniform Combined State..., Bonds, Securities, Wealth Management..., Fixed Income, FINRA, Bloomberg, Separately Managed..., Capital Markets, Financial Markets, Trading, Options
Education
Pace University - Lubin School of Business 1994 — 1996
Master of Business Administration (MBA), Finance
Columbia University in the City of New York 1992 — 1994
Business Administration and Management, General
City University of New York-Brooklyn College
Bachelor of Arts (B.A.), Anthropology
Mercury Alternatives Group LLC May 2013 - Present
Merrill Lynch September 2009 - November 2012
M3 Money Management September 2008 - December 2009
Osprey Partners Investment Management 2007 - 2008
Old Mutual 2002 - 2007
Provident Investment Counsel 2000 - 2002
Merrill Lynch September 1996 - June 2000
Salomon Brothers 1988 - 1996
Skills
Series 7, Asset Managment, Financial Services, Alternative Investments, Portfolio Management, Mutual Funds, Hedge Funds, Asset Management, Investments, Financial Advisory, Wealth Management, Asset Allocation, Equities, Investment Strategies, Series 63, Valuation, Finance, Investment Management, Due Diligence, Investment Advisory, Institutional..., ETFs, Uniform Combined State..., Bonds, Securities, Wealth Management..., Fixed Income, FINRA, Bloomberg, Separately Managed..., Capital Markets, Financial Markets, Trading, Options
Education
Pace University - Lubin School of Business 1994 — 1996
Master of Business Administration (MBA), Finance
Columbia University in the City of New York 1992 — 1994
Business Administration and Management, General
City University of New York-Brooklyn College
Bachelor of Arts (B.A.), Anthropology
Jeff Gononsky's Salomon Brothers Experience 1991 - 1992
Job Director of Operations at Green Ligth Deal, LLC
Industry Arts and Crafts
Experience
Green Light Deal March 2011 - Present
Holden's Screen Supply Corp. December 2009 - Present
Holden's Latex Corp. October 2009 - Present
Standard Screen Supply Corp. September 2002 - December 2009
Cementex Latex Corp. September 2002 - February 2009
Morgan Stanley 2001 - 2003
Finetix 1999 - 2002
JPMorgan Chase 1999 - 2001
Merrill Lynch 1992 - 1999
Salomon Brothers 1991 - 1992
Skills
Trading Systems, Equities, Strategy, Securities, Business Development, Start-ups, Vendor Management, Mergers & Acquisitions, IT Strategy, Asset Management, Management Consulting, Fixed Income, Strategic Partnerships
Education
Columbia Engineering 1988 — 1989
MS, Computer Science
Queens College 1984 — 1988
BA, Accounting, Computer Science
Green Light Deal March 2011 - Present
Holden's Screen Supply Corp. December 2009 - Present
Holden's Latex Corp. October 2009 - Present
Standard Screen Supply Corp. September 2002 - December 2009
Cementex Latex Corp. September 2002 - February 2009
Morgan Stanley 2001 - 2003
Finetix 1999 - 2002
JPMorgan Chase 1999 - 2001
Merrill Lynch 1992 - 1999
Salomon Brothers 1991 - 1992
Skills
Trading Systems, Equities, Strategy, Securities, Business Development, Start-ups, Vendor Management, Mergers & Acquisitions, IT Strategy, Asset Management, Management Consulting, Fixed Income, Strategic Partnerships
Education
Columbia Engineering 1988 — 1989
MS, Computer Science
Queens College 1984 — 1988
BA, Accounting, Computer Science
Alan G. Pierre's Salomon Brothers Experience February 1987 - May 1994
Job RETIRED
Industry Real Estate
Experience
LPL Financial June 2012 - April 2014
TIAA-CREF September 2004 - November 2011
Bank of America/Banc of America Securities 1994 - 2004
Salomon Brothers February 1987 - May 1994
Skills
SDLC, Business Analysis, Vendor Management, Data Warehousing, Business Intelligence, Strategy, Program Management, Enterprise Architecture, Management, Business Strategy, IT Management
Education
Clarkson University
MBA, Operations Management
State University of New York College at Potsdam
BA, Economics
LPL Financial June 2012 - April 2014
TIAA-CREF September 2004 - November 2011
Bank of America/Banc of America Securities 1994 - 2004
Salomon Brothers February 1987 - May 1994
Skills
SDLC, Business Analysis, Vendor Management, Data Warehousing, Business Intelligence, Strategy, Program Management, Enterprise Architecture, Management, Business Strategy, IT Management
Education
Clarkson University
MBA, Operations Management
State University of New York College at Potsdam
BA, Economics
Brian McGough's Salomon Brothers Experience February 1995 - June 1998
Job Managing Director at Hedgeye Risk Management, LLC
Industry Financial Services
Experience
Hedgeye Risk Management, LLC January 2008 - Present
Morgan Stanley July 2006 - January 2008
Nike May 2005 - July 2006
Copper Arch Capital June 2003 - May 2005
Morgan Stanley June 1998 - May 2003
Salomon Brothers February 1995 - June 1998
Smith Barney July 1994 - February 1995
Skills
Retirement Planning, Credit, Equities, Wealth Management, Asset Management, Mortgage Lending, Strategic Financial..., Retirement, Investments, Risk Management, Banking, Portfolio Management, Mutual Funds
Education
Hofstra University 1991 — 1996
Master of Business Administration (MBA), Finance, General
College of Mount Saint Vincent 1990 — 1993
Bachelor of Business Administration (BBA), Finance, General
Hedgeye Risk Management, LLC January 2008 - Present
Morgan Stanley July 2006 - January 2008
Nike May 2005 - July 2006
Copper Arch Capital June 2003 - May 2005
Morgan Stanley June 1998 - May 2003
Salomon Brothers February 1995 - June 1998
Smith Barney July 1994 - February 1995
Skills
Retirement Planning, Credit, Equities, Wealth Management, Asset Management, Mortgage Lending, Strategic Financial..., Retirement, Investments, Risk Management, Banking, Portfolio Management, Mutual Funds
Education
Hofstra University 1991 — 1996
Master of Business Administration (MBA), Finance, General
College of Mount Saint Vincent 1990 — 1993
Bachelor of Business Administration (BBA), Finance, General
Marc Malek's Salomon Brothers Experience 1992 - 1993
Job Owner, Conquest Capital Group
Industry Financial Services
Experience
Conquest Capital Group May 2001 - Present
LIFE 2014 - 2014
UBS Investment Bank 1994 - 1999
UBS 1994 - 1999
KB Partners 1993 - 1994
Salomon Brothers 1992 - 1993
Skills
Managed Futures, Trading Strategies, Alternative Investments, Global Macro, Hedge Funds, Trading Systems, Commodity, Proprietary Trading, Options, Trading, Traders, Currency, Electronic Trading, Volatility, Derivatives, Technical Analysis, FX Options, Financial Markets, Equities, Fixed Income, Investment Strategies, Futures Trading
Education
California Institute of Technology 1988 — 1992
Bachelor of Applied Science (B.A.Sc.)
Reed College 1987 — 1991
BA, Math
Lycee 1975 — 1987
Conquest Capital Group May 2001 - Present
LIFE 2014 - 2014
UBS Investment Bank 1994 - 1999
UBS 1994 - 1999
KB Partners 1993 - 1994
Salomon Brothers 1992 - 1993
Skills
Managed Futures, Trading Strategies, Alternative Investments, Global Macro, Hedge Funds, Trading Systems, Commodity, Proprietary Trading, Options, Trading, Traders, Currency, Electronic Trading, Volatility, Derivatives, Technical Analysis, FX Options, Financial Markets, Equities, Fixed Income, Investment Strategies, Futures Trading
Education
California Institute of Technology 1988 — 1992
Bachelor of Applied Science (B.A.Sc.)
Reed College 1987 — 1991
BA, Math
Lycee 1975 — 1987
Rich Rabinovich's Salomon Brothers Experience 1987 - 1988
Job Managing Director at Citi
Industry Financial Services
Experience
Citi September 2014 - Present
Citibank April 2008 - September 2014
Credit Suisse 2000 - 2008
DLJ 1998 - 2000
Goldman Sachs 1991 - 1993
Salomon Brothers 1987 - 1988
Auxco 1985 - 1987
Education
Brooklyn Law School 1992 — 1996
JD
Yeshiva University 1982 — 1985
Bachelor's degree, Physics
Citi September 2014 - Present
Citibank April 2008 - September 2014
Credit Suisse 2000 - 2008
DLJ 1998 - 2000
Goldman Sachs 1991 - 1993
Salomon Brothers 1987 - 1988
Auxco 1985 - 1987
Education
Brooklyn Law School 1992 — 1996
JD
Yeshiva University 1982 — 1985
Bachelor's degree, Physics
Anthony Spinella's Salomon Brothers Experience 1988 - 1995
Job at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan June 2008 - Present
Bear Stearns February 1998 - June 2008
Merrill Lynch 1996 - 1998
Medco June 1995 - June 1996
Salomon Brothers 1988 - 1995
Education
City University of New York
JP Morgan June 2008 - Present
Bear Stearns February 1998 - June 2008
Merrill Lynch 1996 - 1998
Medco June 1995 - June 1996
Salomon Brothers 1988 - 1995
Education
City University of New York
Faith Steinman Lefkort's Salomon Brothers Experience 1990 - 1999
Job Owner, Garden Art Imports LLC
Industry Retail
Experience
Garden Art Imports LLC Member Board Of TrusteesFAMILYConnections, Inc.June 2011 - Present
Goldman Sachs 1999 - 1999
Salomon Brothers 1990 - 1999
Skills
Strategic Planning, Entrepreneurship, Business Strategy, Nonprofits, Strategy, Marketing, Leadership, Start-ups, Capital Markets
Education
Carnegie Mellon University - Tepper School of Business
Lafayette College
BA, Economics and Computer Science
Garden Art Imports LLC Member Board Of TrusteesFAMILYConnections, Inc.June 2011 - Present
Goldman Sachs 1999 - 1999
Salomon Brothers 1990 - 1999
Skills
Strategic Planning, Entrepreneurship, Business Strategy, Nonprofits, Strategy, Marketing, Leadership, Start-ups, Capital Markets
Education
Carnegie Mellon University - Tepper School of Business
Lafayette College
BA, Economics and Computer Science
Victoria Drozdov's Salomon Brothers Experience 1986 - 1999
Job President at Creative Environment Solutions (CES) Corp
Industry Environmental Services
Experience
Creative Environment Solutions (CES) Corp. 1992 - Present
Golden Seeds January 2015 - Present
Impact100 Westchester August 2013 - Present
Citigroup 1999 - June 2011
Salomon Brothers 1986 - 1999
Skills
Business Strategy, Start-ups, Strategic Planning, Entrepreneurship, Management Consulting, Business Development, Marketing Strategy, Program Management, Project Management, Business Planning, Strategy, Budgets, Product Management, Team Building, Business Analysis
Education
Brown University 1984 — 1988
BS, Computer Science
NYU Stern School of Business 2011 — 2012
Business, Executive Education
University of Tampa 1982 — 1984
Music School, Piano
Creative Environment Solutions (CES) Corp. 1992 - Present
Golden Seeds January 2015 - Present
Impact100 Westchester August 2013 - Present
Citigroup 1999 - June 2011
Salomon Brothers 1986 - 1999
Skills
Business Strategy, Start-ups, Strategic Planning, Entrepreneurship, Management Consulting, Business Development, Marketing Strategy, Program Management, Project Management, Business Planning, Strategy, Budgets, Product Management, Team Building, Business Analysis
Education
Brown University 1984 — 1988
BS, Computer Science
NYU Stern School of Business 2011 — 2012
Business, Executive Education
University of Tampa 1982 — 1984
Music School, Piano
Craig DeBlock's Salomon Brothers Experience 1994 - 1998
Job Specialist in Management Reporting, Expense Research, Allocation, and Reduction
Industry Financial Services
Experience
Deutsche Bank Securities July 1998 - March 2009
Salomon Brothers 1994 - 1998
Education
California State University, Fresno 1980 — 1984
BA, Economics
Deutsche Bank Securities July 1998 - March 2009
Salomon Brothers 1994 - 1998
Education
California State University, Fresno 1980 — 1984
BA, Economics
Ken Monaghan's Salomon Brothers Experience 1983 - 1995
Job Managing Director; Head of Global High Yield at Amundi Smith Breeden
Industry Financial Services
Experience
Amundi Smith Breeden 2014 - Present
Rogge Global Partners 2008 - 2014
ING 1995 - 2008
Salomon Brothers 1983 - 1995
Skills
Portfolio Management, Credit, Financial Analysis, Business Analysis, Investments, Finance
Education
New York University - Leonard N. Stern School of Business 1979 — 1981
Master of Business Administration (M.B.A.), Finance, General
NYU Robert F. Wagner Graduate School of Public Service 1978 — 1980
Master's Degree, Urban Finance (MPA)
Colgate University 1974 — 1978
Bachelor's degree
Amundi Smith Breeden 2014 - Present
Rogge Global Partners 2008 - 2014
ING 1995 - 2008
Salomon Brothers 1983 - 1995
Skills
Portfolio Management, Credit, Financial Analysis, Business Analysis, Investments, Finance
Education
New York University - Leonard N. Stern School of Business 1979 — 1981
Master of Business Administration (M.B.A.), Finance, General
NYU Robert F. Wagner Graduate School of Public Service 1978 — 1980
Master's Degree, Urban Finance (MPA)
Colgate University 1974 — 1978
Bachelor's degree
Henry Yiin's Salomon Brothers Experience January 1996 - September 1996
Job Associate Partner, Information & Communication Technology at Syska Hennessy Group
Industry Information Technology and Services
Experience
Syska Hennessy Group March 2012 - Present
Natixis North America July 2009 - February 2012
Natixis North America July 2008 - 2009
Natixis Capital Markets December 2005 - June 2008
IXIS Capital Markets June 2003 - December 2005
CDC Capital Markets September 1996 - May 2003
Salomon Brothers January 1996 - September 1996
Smith Barney November 1994 - January 1996
Robert Plan Corporation October 1993 - December 1994
AT&T Bell Labs November 1988 - October 1993
Skills
Solaris, Security, Virtualization, Data Center, Integration, VMware, Trading Systems, IT Strategy, ITIL, Unix, Sybase, SQL, Linux, Databases, Servers, Disaster Recovery, Perl, IT Management, Microsoft Office, Strategic Leadership, Technical Leadership, Telecommunications, System Administration, Firewalls, TCP/IP, Infrastructure, Network Administration, Enterprise Architecture, IT Service Management, Troubleshooting, Storage, DNS, Information Security, Networking, Hardware, Microsoft SQL Server, Storage Area Networks, Business Continuity, IT Operations, Network Security, Cloud Computing, Project Management, Datacenter..., Vendor Management, Windows Server, Windows, Active Directory, Information Technology, SharePoint, Solution Architecture
Education
City University of New York 1986 — 1988
Master, Computer Science
National Taiwan University 1979 — 1983
Bachelor's degree, GIS, Geography
Syska Hennessy Group March 2012 - Present
Natixis North America July 2009 - February 2012
Natixis North America July 2008 - 2009
Natixis Capital Markets December 2005 - June 2008
IXIS Capital Markets June 2003 - December 2005
CDC Capital Markets September 1996 - May 2003
Salomon Brothers January 1996 - September 1996
Smith Barney November 1994 - January 1996
Robert Plan Corporation October 1993 - December 1994
AT&T Bell Labs November 1988 - October 1993
Skills
Solaris, Security, Virtualization, Data Center, Integration, VMware, Trading Systems, IT Strategy, ITIL, Unix, Sybase, SQL, Linux, Databases, Servers, Disaster Recovery, Perl, IT Management, Microsoft Office, Strategic Leadership, Technical Leadership, Telecommunications, System Administration, Firewalls, TCP/IP, Infrastructure, Network Administration, Enterprise Architecture, IT Service Management, Troubleshooting, Storage, DNS, Information Security, Networking, Hardware, Microsoft SQL Server, Storage Area Networks, Business Continuity, IT Operations, Network Security, Cloud Computing, Project Management, Datacenter..., Vendor Management, Windows Server, Windows, Active Directory, Information Technology, SharePoint, Solution Architecture
Education
City University of New York 1986 — 1988
Master, Computer Science
National Taiwan University 1979 — 1983
Bachelor's degree, GIS, Geography
Paul Chain's Salomon Brothers Experience 1985 - 1995
Job President at AIS Fund Administration
Industry Financial Services
Experience
AIS Fund Administration partnerLone Wolf Asset Mgt1998 - 2001
Lehman Brothers Bank 1995 - 1998
Salomon Brothers 1985 - 1995
Skills
Alternative Investments, Capital Markets, Hedge Funds, Asset Management, Derivatives, Equities, Fixed Income, Bloomberg, Financial Markets, Strategic Negotiations, Private Equity, Contract Negotiation, Portfolio Management, Business Development, Trading, Investments, Valuation, Financial Services, Options, Mutual Funds, Due Diligence, Fund Administration, Series 7
Education
Brown University 1971 — 1975
Economics
AIS Fund Administration partnerLone Wolf Asset Mgt1998 - 2001
Lehman Brothers Bank 1995 - 1998
Salomon Brothers 1985 - 1995
Skills
Alternative Investments, Capital Markets, Hedge Funds, Asset Management, Derivatives, Equities, Fixed Income, Bloomberg, Financial Markets, Strategic Negotiations, Private Equity, Contract Negotiation, Portfolio Management, Business Development, Trading, Investments, Valuation, Financial Services, Options, Mutual Funds, Due Diligence, Fund Administration, Series 7
Education
Brown University 1971 — 1975
Economics
Vince Sellers's Salomon Brothers Experience 2004 - 2006
Job Vice President at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman May 2008 - Present
Legg Mason 2006 - 2008
Salomon Brothers 2004 - 2006
Invesco Aim 1996 - 2003
Skills
Alternative Investments, Series 7, Mutual Funds, Series 63, Asset Allocation, Hedge Funds, Asset Management, Equities, Investments, Fixed Income, Portfolio Management, Securities
Education
Brigham Young University 1983 — 1990
B.S., Finance
Neuberger Berman May 2008 - Present
Legg Mason 2006 - 2008
Salomon Brothers 2004 - 2006
Invesco Aim 1996 - 2003
Skills
Alternative Investments, Series 7, Mutual Funds, Series 63, Asset Allocation, Hedge Funds, Asset Management, Equities, Investments, Fixed Income, Portfolio Management, Securities
Education
Brigham Young University 1983 — 1990
B.S., Finance
Stephen Dobi's Salomon Brothers Experience May 1986 - December 1990
Job Supervisory Analyst
Industry Research
Experience
JMP Securities May 2015 - July 2015
FBR Capital Markets March 2014 - August 2014
Longbow Research February 2010 - April 2013
Longbow Research December 2008 - February 2010
ABN AMRO Bank N.V. December 2008 - June 2009
LaBranche Financial Services November 2004 - December 2006
Goldman Sachs March 1993 - June 2000
Morgan Stanley Smith Barney January 1990 - March 1993
Salomon Brothers May 1986 - December 1990
Various Universities (See Summary above) January 1971 - December 1984
Skills
Capital Markets, Equity Research, Financial Analysis, Hedge Funds, Building Materials, Series 7, Research, Investment Banking, Equities, FINRA, Editing, Investments, Equity Valuation
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance, Marketing
New York University 1982 — 1984
Ph.D., Cinema Studies
New York University 1981 — 1984
Master of Arts (M.A.), Cinema Studies
New York University
Master of Philosophy (M.Phil.), Cinema Studies
Penn State University
MA, Theatre/Film
St. Vincent College
BA, English/Theatre
JMP Securities May 2015 - July 2015
FBR Capital Markets March 2014 - August 2014
Longbow Research February 2010 - April 2013
Longbow Research December 2008 - February 2010
ABN AMRO Bank N.V. December 2008 - June 2009
LaBranche Financial Services November 2004 - December 2006
Goldman Sachs March 1993 - June 2000
Morgan Stanley Smith Barney January 1990 - March 1993
Salomon Brothers May 1986 - December 1990
Various Universities (See Summary above) January 1971 - December 1984
Skills
Capital Markets, Equity Research, Financial Analysis, Hedge Funds, Building Materials, Series 7, Research, Investment Banking, Equities, FINRA, Editing, Investments, Equity Valuation
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance, Marketing
New York University 1982 — 1984
Ph.D., Cinema Studies
New York University 1981 — 1984
Master of Arts (M.A.), Cinema Studies
New York University
Master of Philosophy (M.Phil.), Cinema Studies
Penn State University
MA, Theatre/Film
St. Vincent College
BA, English/Theatre
Lane Newman's Salomon Brothers Experience 1997 - 2000
Job Director at ING
Industry Banking
Experience
ING 2000 - Present
Salomon Brothers 1997 - 2000
Banque Indosuez 1993 - 1997
Commonwealth Bank of Australia 1990 - 1993
JPMorgan Chase 1985 - 1990
Skills
Fixed Income, Equities, Emerging Markets, Financial Markets, Trading, Hedging, Capital Markets, Currency, FX Options, Derivatives, Banking, Bloomberg, Risk Management, Hedge Funds, Investment Banking, Investments, Electronic Trading, Foreign Exchange, Trading Systems
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
BS, Industrial Engineering
ING 2000 - Present
Salomon Brothers 1997 - 2000
Banque Indosuez 1993 - 1997
Commonwealth Bank of Australia 1990 - 1993
JPMorgan Chase 1985 - 1990
Skills
Fixed Income, Equities, Emerging Markets, Financial Markets, Trading, Hedging, Capital Markets, Currency, FX Options, Derivatives, Banking, Bloomberg, Risk Management, Hedge Funds, Investment Banking, Investments, Electronic Trading, Foreign Exchange, Trading Systems
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
BS, Industrial Engineering
Andrew Carolan's Salomon Brothers Experience 1989 - 1994
Job Vice President at BNP Paribas
Industry Financial Services
Experience
BNP Paribas November 2010 - Present
ING Financial Markets January 2010 - October 2010
FINRA January 2008 - August 2009
Nomura Securities Intl 1994 - 2008
Salomon Brothers 1989 - 1994
Salomon Brothers 1987 - 1989
EF Hutton 1985 - 1987
Education
Bryant University 1980 — 1984
BS, Finance
BNP Paribas November 2010 - Present
ING Financial Markets January 2010 - October 2010
FINRA January 2008 - August 2009
Nomura Securities Intl 1994 - 2008
Salomon Brothers 1989 - 1994
Salomon Brothers 1987 - 1989
EF Hutton 1985 - 1987
Education
Bryant University 1980 — 1984
BS, Finance
Mark De Riemer's Salomon Brothers Experience 1985 - 1987
Job Commercial Real Estate Capital Markets
Industry Commercial Real Estate
Experience
Colliers International 2010 - Present
Jones Lang LaSalle 2000 - 2009
CB Richard Ellis 1993 - 2000
Jones Lang Wootton 1990 - 1993
Drexel Burnham Lambert 1987 - 1989
Salomon Brothers 1985 - 1987
Merrill Lynch 1983 - 1985
Chase Manhattan Bank Real Estate 1980 - 1982
Skills
CMBS, Financial Structuring, Investment Banking, Capital Markets, Real Estate Economics, Loan Origination, Due Diligence, Commercial Real Estate, Real Estate Development
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Finance
Colgate University 1974 — 1978
BA, Liberal Arts, Biology
Colliers International 2010 - Present
Jones Lang LaSalle 2000 - 2009
CB Richard Ellis 1993 - 2000
Jones Lang Wootton 1990 - 1993
Drexel Burnham Lambert 1987 - 1989
Salomon Brothers 1985 - 1987
Merrill Lynch 1983 - 1985
Chase Manhattan Bank Real Estate 1980 - 1982
Skills
CMBS, Financial Structuring, Investment Banking, Capital Markets, Real Estate Economics, Loan Origination, Due Diligence, Commercial Real Estate, Real Estate Development
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Finance
Colgate University 1974 — 1978
BA, Liberal Arts, Biology
Lou Ricciardi's Salomon Brothers Experience June 1987 - November 1997
Job Director and Associate General Counsel
Industry Financial Services
Experience
Citigroup February 1988 - Present
Axiom April 2009 - August 2010
Citigroup 2007 - 2009
Citi 1998 - 2009
Citigroup Global Markets Inc 1998 - 2009
Salomon Brothers June 1987 - November 1997
Skills
Intellectual Property, Corporate Transactions, Market Data, Privacy
Education
Brooklyn Law School 1984 — 1987
JD, Laws
New York University 1980 — 1984
BA
Citigroup February 1988 - Present
Axiom April 2009 - August 2010
Citigroup 2007 - 2009
Citi 1998 - 2009
Citigroup Global Markets Inc 1998 - 2009
Salomon Brothers June 1987 - November 1997
Skills
Intellectual Property, Corporate Transactions, Market Data, Privacy
Education
Brooklyn Law School 1984 — 1987
JD, Laws
New York University 1980 — 1984
BA
Thomas Papadopoulos's Salomon Brothers Experience 1992 - 1993
Job Senior Unix/Linux Systems Engineer at Insight Global (Cosultant to Actavis Plc.)
Industry Information Technology and Services
Experience
Insight Global February 2014 - Present
AIG Global Services June 2008 - February 2014
Novartis Pharmaceuticals 2004 - 2008
Prudential Financial 1997 - 2004
The Chase Manhattan Bank 1995 - 1997
JP Morgan 1993 - 1995
Salomon Brothers 1992 - 1993
NYNEX ALLINK 1989 - 1992
Coopers & Lybrand Consulting 1987 - 1989
City College of New York School of Engineering 1985 - 1987
Education
City University of New York City College 1983 — 1986
BS
Insight Global February 2014 - Present
AIG Global Services June 2008 - February 2014
Novartis Pharmaceuticals 2004 - 2008
Prudential Financial 1997 - 2004
The Chase Manhattan Bank 1995 - 1997
JP Morgan 1993 - 1995
Salomon Brothers 1992 - 1993
NYNEX ALLINK 1989 - 1992
Coopers & Lybrand Consulting 1987 - 1989
City College of New York School of Engineering 1985 - 1987
Education
City University of New York City College 1983 — 1986
BS
Brian Baine's Salomon Brothers Experience February 1985 - March 1990
Job Financial Representatative at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual 2008 - Present
McMahan Securities/Argent March 1991 - July 2008
Salomon Brothers February 1985 - March 1990
HBO- Home Box Office 1980 - 1985
Skills
Bonds, Fixed Income, Securities, Finance, Capital Markets, Equities, Alternative Investments, Hedge Funds, Sales, Asset Management, Investments
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Finance/Marketing
Georgetown University 1969 — 1973
BSBA, Finance
Northwestern Mutual 2008 - Present
McMahan Securities/Argent March 1991 - July 2008
Salomon Brothers February 1985 - March 1990
HBO- Home Box Office 1980 - 1985
Skills
Bonds, Fixed Income, Securities, Finance, Capital Markets, Equities, Alternative Investments, Hedge Funds, Sales, Asset Management, Investments
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Finance/Marketing
Georgetown University 1969 — 1973
BSBA, Finance
Frederick W Hill's Salomon Brothers Experience 1983 - 1987
Job Renovus Capital Partners
Industry Financial Services
Experience
Renovus Capital Partners August 2011 - Present
Allied Capital Corp 2004 - 2009
The CIT Group 1998 - 2004
Prudential Securities Inc 1993 - 1998
Alex Brown & Sons 1990 - 1993
Dean Witter 1987 - 1990
Salomon Brothers 1983 - 1987
Dillon Read 1983 - 1986
Smith Barney 1976 - 1983
Skills
Private Equity, Venture Capital, Management, Investments, Corporate Development, Valuation, Due Diligence, Mergers & Acquisitions, Investment Banking, Corporate Finance, Financial Modeling, Private Placements, Mezzanine, Buyouts, Leveraged Finance, Business Valuation, Capital Markets, Business Strategy, Financial Structuring, Alternative Investments, Equities
Education
Columbia University - Columbia Business School 1976 — 1977
MBA, Finance
Columbia University - Graduate School of Architecture, Planning and Preservation 1975 — 1977
M, Architecture
Georgia Institute of Technology 1968 — 1973
B, Architecture
Renovus Capital Partners August 2011 - Present
Allied Capital Corp 2004 - 2009
The CIT Group 1998 - 2004
Prudential Securities Inc 1993 - 1998
Alex Brown & Sons 1990 - 1993
Dean Witter 1987 - 1990
Salomon Brothers 1983 - 1987
Dillon Read 1983 - 1986
Smith Barney 1976 - 1983
Skills
Private Equity, Venture Capital, Management, Investments, Corporate Development, Valuation, Due Diligence, Mergers & Acquisitions, Investment Banking, Corporate Finance, Financial Modeling, Private Placements, Mezzanine, Buyouts, Leveraged Finance, Business Valuation, Capital Markets, Business Strategy, Financial Structuring, Alternative Investments, Equities
Education
Columbia University - Columbia Business School 1976 — 1977
MBA, Finance
Columbia University - Graduate School of Architecture, Planning and Preservation 1975 — 1977
M, Architecture
Georgia Institute of Technology 1968 — 1973
B, Architecture
Mike Zani's Salomon Brothers Experience January 1986 - April 2001
Job Corporate Services
Industry Facilities Services
Experience
Nomura Securities March 2010 - Present
INSTINET January 2001 - December 2006
Instinet Corporation March 2001 - September 2006
Salomon Brothers January 1986 - April 2001
Salomon Brothers January 1986 - April 2001
SALOMON SMITH BARNEY/SALOMON BROTHERS January 1986 - January 2001
Education
City University of New York-College of Staten Island 1982 — 1984
College of Staten Island
Tottenville H.S
Nomura Securities March 2010 - Present
INSTINET January 2001 - December 2006
Instinet Corporation March 2001 - September 2006
Salomon Brothers January 1986 - April 2001
Salomon Brothers January 1986 - April 2001
SALOMON SMITH BARNEY/SALOMON BROTHERS January 1986 - January 2001
Education
City University of New York-College of Staten Island 1982 — 1984
College of Staten Island
Tottenville H.S
Bruce Brittain's Salomon Brothers Experience 1980 - 1991
Job EVP at PIMCO
Industry Financial Services
Experience
PIMCO January 2002 - Present
Lyster Watson & Company 1998 - 2002
WEB Capital Advisors/Quadrangle Investments 1996 - 2002
Lehman Brothers 1994 - 1996
Swiss Bank Corporation 1991 - 1994
Salomon Brothers 1980 - 1991
Bank for International Settlements September 1977 - December 1980
Education
The University of Chicago 1970 — 1975
PhD, Economics
The London School of Economics and Political Science (LSE) 1969 — 1970
MSc, Economics
Carleton University
BA, Economics & Political Science
PIMCO January 2002 - Present
Lyster Watson & Company 1998 - 2002
WEB Capital Advisors/Quadrangle Investments 1996 - 2002
Lehman Brothers 1994 - 1996
Swiss Bank Corporation 1991 - 1994
Salomon Brothers 1980 - 1991
Bank for International Settlements September 1977 - December 1980
Education
The University of Chicago 1970 — 1975
PhD, Economics
The London School of Economics and Political Science (LSE) 1969 — 1970
MSc, Economics
Carleton University
BA, Economics & Political Science
Liz Brian's Salomon Brothers Experience 1984 - 1987
Job World Traveler
Industry Financial Services
Experience
Home May 2009 - Present
Brown Brothers Harriman 1987 - 2009
Salomon Brothers 1984 - 1987
Bank of New York Mellon 1970 - 1984
Skills
Business Analysis, Financial Services, Analysis, Vendor Management, Risk Management, SDLC, Process Improvement, Management, Banking, Requirements Analysis, Project Management
Education
New York University - Leonard N. Stern School of Business 1986 — 1989
MBA, Finance
City University of New York-Brooklyn College 1966 — 1970
BA, Economics
Home May 2009 - Present
Brown Brothers Harriman 1987 - 2009
Salomon Brothers 1984 - 1987
Bank of New York Mellon 1970 - 1984
Skills
Business Analysis, Financial Services, Analysis, Vendor Management, Risk Management, SDLC, Process Improvement, Management, Banking, Requirements Analysis, Project Management
Education
New York University - Leonard N. Stern School of Business 1986 — 1989
MBA, Finance
City University of New York-Brooklyn College 1966 — 1970
BA, Economics
James Wylie's Salomon Brothers Experience July 1991 - December 1993
Job Asset Management Executive
Industry Financial Services
Experience
Newton Capital Management February 2014 - August 2015
Turner Investment Partners September 2010 - October 2013
Acadian Asset Management September 2002 - June 2010
Pilgrim Baxter & Company February 2000 - September 2002
The Blackstone Group January 1998 - February 2000
Barclays Global Investors January 1994 - December 1997
Salomon Brothers July 1991 - December 1993
Skills
Fixed Income, Marketing, Hedge Funds, Alternative Investments, Series 7, Equities, Global Marketing, Mutual Funds, Investments, Asset Allocation, Investment Strategies, Derivatives, Private Equity, Business Development, Investment Management, Emerging Markets, Sales Management, Asset Management, Marketing Strategy, Equity Research, Institutional..., Portfolio Management, Bloomberg, Securities, Series 63, Capital Markets, Valuation, Trading, ETFs, Financial Services, Wealth Management, Investment Advisory, Financial Markets
Education
Duke University - The Fuqua School of Business 1989 — 1991
MBA
Colgate University 1982 — 1986
BA
Newton Capital Management February 2014 - August 2015
Turner Investment Partners September 2010 - October 2013
Acadian Asset Management September 2002 - June 2010
Pilgrim Baxter & Company February 2000 - September 2002
The Blackstone Group January 1998 - February 2000
Barclays Global Investors January 1994 - December 1997
Salomon Brothers July 1991 - December 1993
Skills
Fixed Income, Marketing, Hedge Funds, Alternative Investments, Series 7, Equities, Global Marketing, Mutual Funds, Investments, Asset Allocation, Investment Strategies, Derivatives, Private Equity, Business Development, Investment Management, Emerging Markets, Sales Management, Asset Management, Marketing Strategy, Equity Research, Institutional..., Portfolio Management, Bloomberg, Securities, Series 63, Capital Markets, Valuation, Trading, ETFs, Financial Services, Wealth Management, Investment Advisory, Financial Markets
Education
Duke University - The Fuqua School of Business 1989 — 1991
MBA
Colgate University 1982 — 1986
BA
Barbara Schnell's Salomon Brothers Experience 1987 - 1996
Job R.N. Wisconsin License
Industry Hospital & Health Care
Experience
Atlantic Health July 2011 - October 2014
Newark Beth Israel Medical Center 2009 - 2011
AllianceBernstein 1996 - 2007
Salomon Brothers 1987 - 1996
Mutual Benefit Life Insurance 1975 - 1987
Skills
Process Improvement, EMR, Leadership, Project Management, Risk Management, Business Analysis, IT Management
Education
Mountainside Hosp School of Nursing 2007 — 2009
RN, Nursing
Bucknell University 1971 — 1975
BS, Mathematics, Computer Science(minor)
SPHS
SPHS
SPHS
Atlantic Health July 2011 - October 2014
Newark Beth Israel Medical Center 2009 - 2011
AllianceBernstein 1996 - 2007
Salomon Brothers 1987 - 1996
Mutual Benefit Life Insurance 1975 - 1987
Skills
Process Improvement, EMR, Leadership, Project Management, Risk Management, Business Analysis, IT Management
Education
Mountainside Hosp School of Nursing 2007 — 2009
RN, Nursing
Bucknell University 1971 — 1975
BS, Mathematics, Computer Science(minor)
SPHS
SPHS
SPHS
Hai Ngo's Salomon Brothers Experience June 1993 - April 1996
Job Chief Information Security Officer at NYU Langone Medical Center
Industry Hospital & Health Care
Experience
NYU Langone Medical Center March 2004 - Present
Deutsche Bank - MaxBlue Americas June 2001 - December 2003
PaineWebber April 1997 - May 2000
Morgan Stanley April 1996 - April 1997
Salomon Brothers June 1993 - April 1996
Skills
Information Security, IT Strategy, Healthcare Information..., IT Management, Management, Program Management, Integration, Enterprise Architecture, HIPAA, Project Management, Information Technology, ITIL, Enterprise Software, Governance
Education
Columbia Engineering
MS, Telecommunication
Columbia Engineering
BS, Electrical Engineering
New York University - Leonard N. Stern School of Business
MBA, Management Consulting; Finance
NYU Langone Medical Center March 2004 - Present
Deutsche Bank - MaxBlue Americas June 2001 - December 2003
PaineWebber April 1997 - May 2000
Morgan Stanley April 1996 - April 1997
Salomon Brothers June 1993 - April 1996
Skills
Information Security, IT Strategy, Healthcare Information..., IT Management, Management, Program Management, Integration, Enterprise Architecture, HIPAA, Project Management, Information Technology, ITIL, Enterprise Software, Governance
Education
Columbia Engineering
MS, Telecommunication
Columbia Engineering
BS, Electrical Engineering
New York University - Leonard N. Stern School of Business
MBA, Management Consulting; Finance
John Baldino's Salomon Brothers Experience July 1986 - April 1996
Job Director GTS Electronic Markets Technology at Citigroup
Industry Financial Services
Experience
Citigroup February 1999 - Present
Citi 1986 - Present
Bear Stearns April 1996 - January 1999
Salomon Brothers July 1986 - April 1996
Education
City University of New York
Computer Science
Citigroup February 1999 - Present
Citi 1986 - Present
Bear Stearns April 1996 - January 1999
Salomon Brothers July 1986 - April 1996
Education
City University of New York
Computer Science
Timothy C Sullivan's Salomon Brothers Experience 1993 - 1996
Job Finance & Relationship Management Executive
Industry Financial Services
Experience
Business Development & Brand Enhancement Consulting 2013 - Present
McLagan 2012 - 2013
TradingScreen 2011 - 2012
Ballista Securities, LLC 2010 - 2011
Pulse Trading Inc., 2008 - 2009
ITG 1996 - 2008
Salomon Brothers 1993 - 1996
Education
Colorado State University 1989 — 1993
B.A, Finance
Air Academy 1986 — 1989
Business Development & Brand Enhancement Consulting 2013 - Present
McLagan 2012 - 2013
TradingScreen 2011 - 2012
Ballista Securities, LLC 2010 - 2011
Pulse Trading Inc., 2008 - 2009
ITG 1996 - 2008
Salomon Brothers 1993 - 1996
Education
Colorado State University 1989 — 1993
B.A, Finance
Air Academy 1986 — 1989
James J. Ryan's Salomon Brothers Experience September 1992 - December 1997
Job Adjunct Professor at Mercy College Graduate School of Business
Industry Investment Management
Experience
Mercy College Graduate School of Business May 2013 - Present
HSBC Securities August 2004 - September 2008
Southport Partners March 2003 - July 2004
UBS Investment Bank January 2001 - February 2003
JPMorgan Chase January 1998 - January 2001
Salomon Brothers September 1992 - December 1997
Credit Suisse First Boston September 1983 - September 1992
Smith Barney Harris Upham September 1981 - September 1983
Bank of America, N.A. June 1980 - August 1980
Skills
Investment Banking, Corporate Finance, Mergers, Capital Markets, Securities, Trading, Mergers & Acquisitions, Hedge Funds, Investments, Finance, Alternative Investments, Private Equity, Acquisitions, Equities, Venture Capital, Emerging Markets, Valuation
Education
Columbia University - Columbia Business School 1979 — 1981
MBA, Finance
Colgate University 1970 — 1974
BA, English
Mercy College Graduate School of Business May 2013 - Present
HSBC Securities August 2004 - September 2008
Southport Partners March 2003 - July 2004
UBS Investment Bank January 2001 - February 2003
JPMorgan Chase January 1998 - January 2001
Salomon Brothers September 1992 - December 1997
Credit Suisse First Boston September 1983 - September 1992
Smith Barney Harris Upham September 1981 - September 1983
Bank of America, N.A. June 1980 - August 1980
Skills
Investment Banking, Corporate Finance, Mergers, Capital Markets, Securities, Trading, Mergers & Acquisitions, Hedge Funds, Investments, Finance, Alternative Investments, Private Equity, Acquisitions, Equities, Venture Capital, Emerging Markets, Valuation
Education
Columbia University - Columbia Business School 1979 — 1981
MBA, Finance
Colgate University 1970 — 1974
BA, English
JoAnn Month's Salomon Brothers Experience 1995 - 1996
Job Investment Management Professional
Industry Investment Management
Experience
Salomon Brothers 1995 - 1996
Bear Stearns 1993 - 1995
Education
Wharton Business School 1991 — 1993
MBA, Health/Health Care Administration/Management
Brown University 1978 — 1982
Salomon Brothers 1995 - 1996
Bear Stearns 1993 - 1995
Education
Wharton Business School 1991 — 1993
MBA, Health/Health Care Administration/Management
Brown University 1978 — 1982
Paul Hipes's Salomon Brothers Experience September 1989 - January 1994
Job President at HipesResearch, Inc
Industry Research
Experience
Hipes Research, Inc March 2003 - Present
Horizon Asset Limited January 2001 - March 2002
Sanwa International, Ltd January 1999 - December 2000
Sumitomo Finance International, plc February 1997 - December 1998
Sangamon Trading, Inc February 1994 - October 1996
Salomon Brothers September 1989 - January 1994
Skills
Hedge Funds, Equities, Fixed Income, Risk Management, Portfolio Optimization, Hedging, Global Macro, Finance, Financial Services, Trading, Trading Systems, Quantitative Analytics, Alternative Investments, Investment Banking
Education
Caltech 1981 — 1988
Ph.D., Theoretical Chemistry, Parallel Computation
Hipes Research, Inc March 2003 - Present
Horizon Asset Limited January 2001 - March 2002
Sanwa International, Ltd January 1999 - December 2000
Sumitomo Finance International, plc February 1997 - December 1998
Sangamon Trading, Inc February 1994 - October 1996
Salomon Brothers September 1989 - January 1994
Skills
Hedge Funds, Equities, Fixed Income, Risk Management, Portfolio Optimization, Hedging, Global Macro, Finance, Financial Services, Trading, Trading Systems, Quantitative Analytics, Alternative Investments, Investment Banking
Education
Caltech 1981 — 1988
Ph.D., Theoretical Chemistry, Parallel Computation
Michael Lowengrub's Salomon Brothers Experience January 1989 - September 1992
Job Chief Financial Officer at Metropolitan National Bank
Industry Banking
Experience
Metropolitan Commercial Bank 2006 - Present
Loring Ward Group April 2005 - January 2006
Deutsche Bank October 1992 - January 2005
Salomon Brothers January 1989 - September 1992
Citibank July 1979 - January 1989
Skills
Financial Analysis, Due Diligence, Financial Management, Commercial Banking, Private Banking, Expense Management, Strategic Planning, Capital Planning, Private Wealth..., Asset/Liability..., Financial Reporting, Financial Control, Process Re-engineering, MIS, Risk Management, Treasury Management, Corporate Governance, Financial Modeling, Regulatory Reporting, Investor Relations, Budgeting, Managerial Finance, Investment Banking, Financial Audits, Cash Management, Capital Markets, Financial Risk, Business Process..., Banking, Financial Institutions, Wealth Management
Education
University of Pennsylvania - The Wharton School 1977 — 1979
MBA, Finance & Accounting
Brown University 1973 — 1977
BS, Applied Mathematics & Economics
Metropolitan Commercial Bank 2006 - Present
Loring Ward Group April 2005 - January 2006
Deutsche Bank October 1992 - January 2005
Salomon Brothers January 1989 - September 1992
Citibank July 1979 - January 1989
Skills
Financial Analysis, Due Diligence, Financial Management, Commercial Banking, Private Banking, Expense Management, Strategic Planning, Capital Planning, Private Wealth..., Asset/Liability..., Financial Reporting, Financial Control, Process Re-engineering, MIS, Risk Management, Treasury Management, Corporate Governance, Financial Modeling, Regulatory Reporting, Investor Relations, Budgeting, Managerial Finance, Investment Banking, Financial Audits, Cash Management, Capital Markets, Financial Risk, Business Process..., Banking, Financial Institutions, Wealth Management
Education
University of Pennsylvania - The Wharton School 1977 — 1979
MBA, Finance & Accounting
Brown University 1973 — 1977
BS, Applied Mathematics & Economics
Bill Glenn's Salomon Brothers Experience 1997 - 1998
Job US Rates Trader / Strategist / Trading System Architect
Industry Banking
Experience
TD Securities September 2009 - June 2013
Citi 2006 - 2009
Citi 2002 - 2006
Salomon Smith Barney 2000 - 2002
Salomon Brothers 1997 - 1998
Skills
Finance, Capital Markets, Trading, Due Diligence, Derivatives, Trading Systems, Banking, Fixed Income, Swaps, Financial Analysis, Equities, Series 7, Investment Management, Investment Banking, Equity Derivatives, Bloomberg, Market Data
Education
Bucknell University 1992 — 1997
BS Electrical Engineering / BA Economics and Finance
TD Securities September 2009 - June 2013
Citi 2006 - 2009
Citi 2002 - 2006
Salomon Smith Barney 2000 - 2002
Salomon Brothers 1997 - 1998
Skills
Finance, Capital Markets, Trading, Due Diligence, Derivatives, Trading Systems, Banking, Fixed Income, Swaps, Financial Analysis, Equities, Series 7, Investment Management, Investment Banking, Equity Derivatives, Bloomberg, Market Data
Education
Bucknell University 1992 — 1997
BS Electrical Engineering / BA Economics and Finance
Marc Bourzutschky's Salomon Brothers Experience 1995 - 1999
Job VP, Model Risk Management at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2011 - Present
Fannie Mae May 2009 - November 2011
Fannie Mae 1999 - 2009
Salomon Brothers 1995 - 1999
Citigroup 1994 - 1995
Education
Caltech 1986 — 1992
PhD, Applied Physics
Princeton University 1982 — 1986
BA, Physics
Campion College
Charles Schwab November 2011 - Present
Fannie Mae May 2009 - November 2011
Fannie Mae 1999 - 2009
Salomon Brothers 1995 - 1999
Citigroup 1994 - 1995
Education
Caltech 1986 — 1992
PhD, Applied Physics
Princeton University 1982 — 1986
BA, Physics
Campion College
Brian Badertscher's Salomon Brothers Experience 1996 - 1998
Job Strategic Equity Solutions at UBS
Industry Banking
Experience
UBS 2014 - Present
BB Asset Management LLC 2012 - 2014
Societe Generale 2009 - 2012
Bank of America 1998 - 2009
Salomon Brothers 1996 - 1998
Skills
Derivatives, Equities, Structured Products, Equity Derivatives, Hedge Funds, Credit Derivatives, Hedging, Structured Finance, Capital Markets, Wealth Management, Investments, ETFs, Investment Banking, Options, Risk Management, Asset Management, Equity Capital Markets, Swaps, Private Equity, Volatility, Options Strategies, Index Options, Private Banking, Investment Management, Equity Trading, Delta One, Series 7, Series 63, Series 24, Alternative Investments, Commodity, Financial Markets, Institutional..., Asset Managment, Bloomberg, Commodities, 10b5-1 Plans, Structured Notes, Share Repurchase, Covered Calls, Block Trading, Family Office, Legal Documents, Mergers & Acquisitions, Prime Brokerage
Education
Claremont McKenna College
UBS 2014 - Present
BB Asset Management LLC 2012 - 2014
Societe Generale 2009 - 2012
Bank of America 1998 - 2009
Salomon Brothers 1996 - 1998
Skills
Derivatives, Equities, Structured Products, Equity Derivatives, Hedge Funds, Credit Derivatives, Hedging, Structured Finance, Capital Markets, Wealth Management, Investments, ETFs, Investment Banking, Options, Risk Management, Asset Management, Equity Capital Markets, Swaps, Private Equity, Volatility, Options Strategies, Index Options, Private Banking, Investment Management, Equity Trading, Delta One, Series 7, Series 63, Series 24, Alternative Investments, Commodity, Financial Markets, Institutional..., Asset Managment, Bloomberg, Commodities, 10b5-1 Plans, Structured Notes, Share Repurchase, Covered Calls, Block Trading, Family Office, Legal Documents, Mergers & Acquisitions, Prime Brokerage
Education
Claremont McKenna College
Paul Espinosa's Salomon Brothers Experience July 1996 - July 1997
Job Senior Analyst at Seafarer Capital Partners
Industry Financial Services
Experience
Seafarer Capital Partners May 2014 - Present
Legg Mason January 2006 - July 2012
Citigroup Asset Management April 1999 - December 2005
J.P. Morgan Investment Management September 1997 - March 1999
Salomon Brothers July 1996 - July 1997
Skills
Valuation, Emerging Markets, Equity Research, Equities, Portfolio Management, Mergers & Acquisitions, Hedge Funds, Financial Modeling, Bloomberg, Capital Markets, Fixed Income, Equity Valuation, Asset Management, Trading, Alternative Investments
Education
Brown University
B.A., Economics
Seafarer Capital Partners May 2014 - Present
Legg Mason January 2006 - July 2012
Citigroup Asset Management April 1999 - December 2005
J.P. Morgan Investment Management September 1997 - March 1999
Salomon Brothers July 1996 - July 1997
Skills
Valuation, Emerging Markets, Equity Research, Equities, Portfolio Management, Mergers & Acquisitions, Hedge Funds, Financial Modeling, Bloomberg, Capital Markets, Fixed Income, Equity Valuation, Asset Management, Trading, Alternative Investments
Education
Brown University
B.A., Economics
Michael Ercolano's Salomon Brothers Experience September 1966 - December 1987
Job Independent Financial Services Professional
Industry Financial Services
Experience
Salomon Brothers September 1966 - December 1987
Education
City University of New York-Brooklyn College
Salomon Brothers September 1966 - December 1987
Education
City University of New York-Brooklyn College
Bob Almon's Salomon Brothers Experience 1996 - 1998
Job Director at Lorillard Inc.
Industry Higher Education
Experience
Pace University August 2013 - Present
Lorillard Inc. 2008 - Present
GMAC Common Equity Trust 2008 - June 2014
Pace University February 2012 - August 2013
Pace University May 2010 - January 2012
Ernst & Young LLP January 1998 - June 2007
Salomon Brothers 1996 - 1998
Lehman Brothers 1991 - 1996
Salomon Brothers 1986 - 1991
GMAC 1983 - 1986
Skills
Finance, Private Equity, Capital Markets, Strategy, Financial Analysis, Business Strategy, Mergers & Acquisitions, Management, Corporate Finance, Valuation, Management Consulting, Financial Modeling, Restructuring, Investments, Venture Capital
Education
Harvard Graduate School of Business Administration 1975 — 1977
MBA, Finance
Brown University 1969 — 1973
AB, Psychology, American Literature
Brown University
Harvard Business School
MBA, Finance, General
Pace University August 2013 - Present
Lorillard Inc. 2008 - Present
GMAC Common Equity Trust 2008 - June 2014
Pace University February 2012 - August 2013
Pace University May 2010 - January 2012
Ernst & Young LLP January 1998 - June 2007
Salomon Brothers 1996 - 1998
Lehman Brothers 1991 - 1996
Salomon Brothers 1986 - 1991
GMAC 1983 - 1986
Skills
Finance, Private Equity, Capital Markets, Strategy, Financial Analysis, Business Strategy, Mergers & Acquisitions, Management, Corporate Finance, Valuation, Management Consulting, Financial Modeling, Restructuring, Investments, Venture Capital
Education
Harvard Graduate School of Business Administration 1975 — 1977
MBA, Finance
Brown University 1969 — 1973
AB, Psychology, American Literature
Brown University
Harvard Business School
MBA, Finance, General
Rosemary Sisson's Salomon Brothers Experience September 1986 - July 1996
Job Investment Banking Professional
Industry Investment Banking
Experience
Lazard Capital Markets January 2012 - March 2014
Knight Capital Group November 2007 - April 2011
BNP Paribas June 2004 - July 2007
UBS Investment Bank 2000 - 2004
BancBoston Securities March 1999 - February 2000
Montgomery Securities March 1997 - March 1999
CIBC Wood Gundy February 1996 - March 1997
Salomon Brothers September 1986 - July 1996
Chemical Bank July 1983 - September 1986
Babcock & Wilcox July 1979 - July 1981
Education
Carnegie Mellon University - Tepper School of Business 1981 — 1983
MBA, Concentration in Finance
Carnegie Mellon University 1975 — 1979
B.S., Business, Economics
Lazard Capital Markets January 2012 - March 2014
Knight Capital Group November 2007 - April 2011
BNP Paribas June 2004 - July 2007
UBS Investment Bank 2000 - 2004
BancBoston Securities March 1999 - February 2000
Montgomery Securities March 1997 - March 1999
CIBC Wood Gundy February 1996 - March 1997
Salomon Brothers September 1986 - July 1996
Chemical Bank July 1983 - September 1986
Babcock & Wilcox July 1979 - July 1981
Education
Carnegie Mellon University - Tepper School of Business 1981 — 1983
MBA, Concentration in Finance
Carnegie Mellon University 1975 — 1979
B.S., Business, Economics
Jack Joy's Salomon Brothers Experience 1986 - 1988
Job Vice President, Corporate Development at Ashland, Inc.
Industry Chemicals
Experience
Ashland, Inc. June 2008 - Present
Ashland, Inc. 2004 - 2008
PepsiCo 2001 - 2004
PepsiCo 1995 - 2001
PepsiCo 1993 - 1995
PepsiCo 1992 - 1993
Jones Lang LaSalle 1990 - 1992
Salomon Brothers 1986 - 1988
Skills
Mergers & Acquisitions, Finance, Strategic Planning, Strategy, Corporate Finance, Business Development
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MBA, Finance
Colgate University 1982 — 1986
BA, Magna Cum Laude, Mathematical Economics
Ashland, Inc. June 2008 - Present
Ashland, Inc. 2004 - 2008
PepsiCo 2001 - 2004
PepsiCo 1995 - 2001
PepsiCo 1993 - 1995
PepsiCo 1992 - 1993
Jones Lang LaSalle 1990 - 1992
Salomon Brothers 1986 - 1988
Skills
Mergers & Acquisitions, Finance, Strategic Planning, Strategy, Corporate Finance, Business Development
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MBA, Finance
Colgate University 1982 — 1986
BA, Magna Cum Laude, Mathematical Economics
Andrew Parets's Salomon Brothers Experience June 1985 - December 1997
Job Managing Member at Guidepost Capital Management, LLC
Industry Investment Management
Experience
Guidepost Capital Management, LLC June 2005 - Present
Cavoleph Partners, LLC October 2010 - December 2012
ING Furman Selz Asset Management November 2000 - September 2003
Moore Capital Management January 1998 - October 2000
Salomon Brothers June 1985 - December 1997
Skills
Equities, Valuation, Hedge Funds, Microsoft Office, Alternative Investments
Education
Columbia University - Columbia Business School 1978 — 1980
Master of Business Administration (M.B.A.), Finance and Marketing
Tufts University 1977 — 1978
Bachelor's Degree, English Literature
University of Colorado Boulder 1974 — 1976
Guidepost Capital Management, LLC June 2005 - Present
Cavoleph Partners, LLC October 2010 - December 2012
ING Furman Selz Asset Management November 2000 - September 2003
Moore Capital Management January 1998 - October 2000
Salomon Brothers June 1985 - December 1997
Skills
Equities, Valuation, Hedge Funds, Microsoft Office, Alternative Investments
Education
Columbia University - Columbia Business School 1978 — 1980
Master of Business Administration (M.B.A.), Finance and Marketing
Tufts University 1977 — 1978
Bachelor's Degree, English Literature
University of Colorado Boulder 1974 — 1976
Carlos Camposeco's Salomon Brothers Experience 1995 - 1997
Job Licensed Mental Health Counselor
Industry Mental Health Care
Experience
Bond Mental Health Counseling September 2014 - Present
Crespo Mental Helath November 2012 - August 2014
American Music Center July 2000 - January 2012
The Foundation Center 1999 - 2000
Santander Investment 1997 - 1999
Salomon Brothers 1995 - 1997
Skills
Motivational..., Narrative Therapy, Person Centered Therapy, Family Therapy, DSM-IV, Group Therapy, Dual Diagnosis, QuickBooks, Non-profit..., Microsoft Office, Accounting, Budget Process, Budget Monitoring, Endowments, Human Resources, Statistical Modeling, Spanish-English, French, German, Italian, Economic Research, Economic Forecasting, Music Industry, Conflict Resolution
Education
Hunter College 2009 — 2012
Master of Education (MEd), Mental Health Counseling/Counselor, 4.0
University of Pennsylvania 1991 — 1995
Bachelor of Arts (B.A.), Economics, 3.4
Bond Mental Health Counseling September 2014 - Present
Crespo Mental Helath November 2012 - August 2014
American Music Center July 2000 - January 2012
The Foundation Center 1999 - 2000
Santander Investment 1997 - 1999
Salomon Brothers 1995 - 1997
Skills
Motivational..., Narrative Therapy, Person Centered Therapy, Family Therapy, DSM-IV, Group Therapy, Dual Diagnosis, QuickBooks, Non-profit..., Microsoft Office, Accounting, Budget Process, Budget Monitoring, Endowments, Human Resources, Statistical Modeling, Spanish-English, French, German, Italian, Economic Research, Economic Forecasting, Music Industry, Conflict Resolution
Education
Hunter College 2009 — 2012
Master of Education (MEd), Mental Health Counseling/Counselor, 4.0
University of Pennsylvania 1991 — 1995
Bachelor of Arts (B.A.), Economics, 3.4
Frank Strohm's Salomon Brothers Experience May 1982 - February 1990
Job Managing Member at BankStrohm, LLC
Industry Financial Services
Experience
Fastec Imaging January 2009 - Present
BankStrohm, LLC June 2006 - Present
AIG Financial Products January 1994 - June 2006
Lazard March 1990 - December 1993
Salomon Brothers May 1982 - February 1990
Skills
Management, Derivatives, Investment Banking, Financial Structuring, Product Development, Hedge Funds, Structured Finance, Capital Markets, Business Development, New Business Development, Private Equity, Insurance, Start-ups, Entrepreneurship, Process Improvement, Team Building
Education
UCLA Anderson School of Management 1980 — 1981
Master of Business Administration (MBA), Accounting and Finance
Carnegie Mellon University 1976 — 1977
Master's degree, Mathematics
Carnegie Mellon University 1972 — 1975
Bachelor's degree, Mathematics
Fastec Imaging January 2009 - Present
BankStrohm, LLC June 2006 - Present
AIG Financial Products January 1994 - June 2006
Lazard March 1990 - December 1993
Salomon Brothers May 1982 - February 1990
Skills
Management, Derivatives, Investment Banking, Financial Structuring, Product Development, Hedge Funds, Structured Finance, Capital Markets, Business Development, New Business Development, Private Equity, Insurance, Start-ups, Entrepreneurship, Process Improvement, Team Building
Education
UCLA Anderson School of Management 1980 — 1981
Master of Business Administration (MBA), Accounting and Finance
Carnegie Mellon University 1976 — 1977
Master's degree, Mathematics
Carnegie Mellon University 1972 — 1975
Bachelor's degree, Mathematics
Fred Weinberger's Salomon Brothers Experience August 1980 - May 1994
Job Managing Director at BlackRock
Industry Financial Services
Experience
BlackRock August 1999 - Present
TCW Insurance Advisors May 1994 - August 1999
Salomon Brothers August 1980 - May 1994
Skills
Strong quantitative and...
Education
City University of New York
Master of Engineering (M.Eng.), Electrical engineering
McGill University
MBA, Finance, General
BlackRock August 1999 - Present
TCW Insurance Advisors May 1994 - August 1999
Salomon Brothers August 1980 - May 1994
Skills
Strong quantitative and...
Education
City University of New York
Master of Engineering (M.Eng.), Electrical engineering
McGill University
MBA, Finance, General
William Wolff's Salomon Brothers Experience July 1971 - February 1978
Job Senior Advisor at Sagent Advisors,Inc
Industry Investment Banking
Experience
Sagent Advisors,Inc August 2011 - Present
Lykos Capital Management LLC January 2003 - December 2007
UBS Investment Bank March 2000 - March 2002
Lehman Brothers August 1983 - February 2000
Morgan Stanley March 1978 - August 1983
Salomon Brothers July 1971 - February 1978
Skills
Finance, Banking, Investments, Private Equity, Financial Institutions, Capital Markets, Valuation, Hedge Funds, Management
Education
Columbia University - Columbia Business School 1970 — 1971
Master of Business Administration (MBA), Finance, General
Columbia University School of Law 1967 — 1970
Doctor of Law (JD)
University of Michigan 1963 — 1967
Bachelor of Arts (B.A.), English Lit
Sagent Advisors,Inc August 2011 - Present
Lykos Capital Management LLC January 2003 - December 2007
UBS Investment Bank March 2000 - March 2002
Lehman Brothers August 1983 - February 2000
Morgan Stanley March 1978 - August 1983
Salomon Brothers July 1971 - February 1978
Skills
Finance, Banking, Investments, Private Equity, Financial Institutions, Capital Markets, Valuation, Hedge Funds, Management
Education
Columbia University - Columbia Business School 1970 — 1971
Master of Business Administration (MBA), Finance, General
Columbia University School of Law 1967 — 1970
Doctor of Law (JD)
University of Michigan 1963 — 1967
Bachelor of Arts (B.A.), English Lit
Nenad Marinovich's Salomon Brothers Experience September 1996 - March 1998
Job Banking and financial services professional
Industry Financial Services
Experience
Marinnen LLC June 2009 - Present
Counterpointe Capital Management LLC June 2009 - Present
Merrill Lynch May 1999 - June 2009
Bankers Trust Corp. March 1998 - May 1999
Salomon Brothers September 1996 - March 1998
Citibank January 1993 - August 1996
Education
City University of New York
Ph.D., Electrical Engineering
Prva Beogradska Gimnazije
Marinnen LLC June 2009 - Present
Counterpointe Capital Management LLC June 2009 - Present
Merrill Lynch May 1999 - June 2009
Bankers Trust Corp. March 1998 - May 1999
Salomon Brothers September 1996 - March 1998
Citibank January 1993 - August 1996
Education
City University of New York
Ph.D., Electrical Engineering
Prva Beogradska Gimnazije
Christopher Augustin's Salomon Brothers Experience 1986 - 1997
Job Chief Information Officer First Data Corporation
Industry Financial Services
Experience
Marked Private LLC November 2012 - May 2014
Javelin Capital Markets, LLC September 2010 - November 2012
Bank of America January 2009 - May 2010
Merrill Lynch May 2008 - January 2009
V10 Financial, LLC September 2007 - May 2008
Citi February 2005 - June 2007
Citi 1999 - 2005
Salomon Smith Barney 1997 - 1999
Salomon Brothers 1986 - 1997
Chase 1985 - 1986
Education
NYU Stern School of Business
MBA, Finance
College of the Holy Cross 1981 — 1985
BA, Mathematics
Marked Private LLC November 2012 - May 2014
Javelin Capital Markets, LLC September 2010 - November 2012
Bank of America January 2009 - May 2010
Merrill Lynch May 2008 - January 2009
V10 Financial, LLC September 2007 - May 2008
Citi February 2005 - June 2007
Citi 1999 - 2005
Salomon Smith Barney 1997 - 1999
Salomon Brothers 1986 - 1997
Chase 1985 - 1986
Education
NYU Stern School of Business
MBA, Finance
College of the Holy Cross 1981 — 1985
BA, Mathematics
Mark Kaicher's Salomon Brothers Experience 1985 - 1987
Job trader at Buckingham Capital Management, Inc.
Industry Investment Management
Experience
Buckingham Capital Management, Inc. 1996 - Present
Moran Asset Management 1987 - 1996
Salomon Brothers 1985 - 1987
Education
Fordham University - Graduate School of Business Administration 1986 — 1988
MBA Finance
College of the Holy Cross 1980 — 1984
Bachelor of Arts (BA), Economics
Buckingham Capital Management, Inc. 1996 - Present
Moran Asset Management 1987 - 1996
Salomon Brothers 1985 - 1987
Education
Fordham University - Graduate School of Business Administration 1986 — 1988
MBA Finance
College of the Holy Cross 1980 — 1984
Bachelor of Arts (BA), Economics
Robert Gallinger's Salomon Brothers Experience January 1993 - January 1997
Job Operations Specialist (Client Services)
Industry Financial Services
Experience
Bank of America Merrill Lynch January 1997 - April 2014
Bank of America Merrill Lynch 1997 - 2014
Salomon Brothers January 1993 - January 1997
Salomon Brothers January 1991 - January 1993
Salomon Brothers September 1986 - January 1991
Skills
Customer Service, Banking, Financial Analysis, Risk Management, Finance, Financial Services, Sales, Analysis, Microsoft Excel, Credit
Education
Clarkson University 1982 — 1986
Bachelor's degree, Business, Management, Marketing, and Related Support Services, 3.0
Clarkson University
Bachelor of Science, Management
Bank of America Merrill Lynch January 1997 - April 2014
Bank of America Merrill Lynch 1997 - 2014
Salomon Brothers January 1993 - January 1997
Salomon Brothers January 1991 - January 1993
Salomon Brothers September 1986 - January 1991
Skills
Customer Service, Banking, Financial Analysis, Risk Management, Finance, Financial Services, Sales, Analysis, Microsoft Excel, Credit
Education
Clarkson University 1982 — 1986
Bachelor's degree, Business, Management, Marketing, and Related Support Services, 3.0
Clarkson University
Bachelor of Science, Management
Salomon Smith Barney
Paine Webber
PaineWebber
Drexel Burnham Lambert
Salomon Brothers Inc.
Paine Webber, Inc
Soloman Smith Barney
Solomon Brothers