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
Jabari Magnus, CFA Jabari Magnus, CFA's Salomon Brothers Experience August 1996 - 1998
Job Managing Director at BlackRock
Industry Financial Services
Experience
BlackRock August 2002 - Present
Citi 1998 - August 2002
Salomon Brothers August 1996 - 1998
Skills
Portfolio Management, Asset Allocation, Capital Markets, Equities, Fixed Income, Institutional..., Defined Contribution, Mutual Funds, ETFs, Team Management, Problem Solving
Education
Cornell University 1995 — 1996
Masters of Engineering, Operations Research with Financial Engineering Certification
Cornell University 1992 — 1996
Bachelor of Arts, with Honors, Mathematics
BlackRock August 2002 - Present
Citi 1998 - August 2002
Salomon Brothers August 1996 - 1998
Skills
Portfolio Management, Asset Allocation, Capital Markets, Equities, Fixed Income, Institutional..., Defined Contribution, Mutual Funds, ETFs, Team Management, Problem Solving
Education
Cornell University 1995 — 1996
Masters of Engineering, Operations Research with Financial Engineering Certification
Cornell University 1992 — 1996
Bachelor of Arts, with Honors, Mathematics
Elisa Sheftic, MBA's Salomon Brothers Experience June 1991 - April 1995
Job President & Managing Partner at Right Executive Search LLC
Industry Staffing and Recruiting
Experience
Right Executive Search LLC July 2010 - Present
The Patton Group LLC October 2008 - July 2010
R & L Solutions LLC February 2005 - November 2008
Quellos Group, LLC January 2001 - December 2001
Bear Stearns April 1995 - January 2001
Salomon Brothers June 1991 - April 1995
Skills
Executive Search, Recruiting, Talent Acquisition, Sourcing, Interviews, Management, Financial Services, Human Resources, Private Equity, Hedge Funds, Talent Management, Investment Banking, Management Consulting, Consulting, Strategic Partnerships, Organizational..., Capital Markets, Banking, Personnel Management, Employee Benefits, Alternative Investments, Professional Services, Career Development, Screening Resumes, Financial Markets, Venture Capital, Career Counseling, Employee Training, Accounting, Staff Development, HR Consulting, Candidate Generation, Strategic Sourcing, Talent Identification, Strategic Communications, Benefits Negotiation, Interview Preparation, Full-cycle Recruiting, Strategic HR, Tax Accounting, Candidate Development, Candidate Screening, Developing Client..., Candidate Selection, Training & Development, Recruitment/Retention, Sales Recruitment, HR Strategy, Interviewing, Talent Assessment
Education
New York University - Leonard N. Stern School of Business
MBA, Finance/Marketing
Cornell University
Post Graduate Advanced Certificate in Strategic Human Resources Management (In Progress), School of Industrial & Labor Relations
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA)
Right Executive Search LLC July 2010 - Present
The Patton Group LLC October 2008 - July 2010
R & L Solutions LLC February 2005 - November 2008
Quellos Group, LLC January 2001 - December 2001
Bear Stearns April 1995 - January 2001
Salomon Brothers June 1991 - April 1995
Skills
Executive Search, Recruiting, Talent Acquisition, Sourcing, Interviews, Management, Financial Services, Human Resources, Private Equity, Hedge Funds, Talent Management, Investment Banking, Management Consulting, Consulting, Strategic Partnerships, Organizational..., Capital Markets, Banking, Personnel Management, Employee Benefits, Alternative Investments, Professional Services, Career Development, Screening Resumes, Financial Markets, Venture Capital, Career Counseling, Employee Training, Accounting, Staff Development, HR Consulting, Candidate Generation, Strategic Sourcing, Talent Identification, Strategic Communications, Benefits Negotiation, Interview Preparation, Full-cycle Recruiting, Strategic HR, Tax Accounting, Candidate Development, Candidate Screening, Developing Client..., Candidate Selection, Training & Development, Recruitment/Retention, Sales Recruitment, HR Strategy, Interviewing, Talent Assessment
Education
New York University - Leonard N. Stern School of Business
MBA, Finance/Marketing
Cornell University
Post Graduate Advanced Certificate in Strategic Human Resources Management (In Progress), School of Industrial & Labor Relations
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA)
Kim Leinwand Erle Kim Leinwand Erle's Salomon Brothers Experience 1987 - 1988
Job Sustainable Building and Retrofit Finance Professional
Industry Renewables & Environment
Experience
Deutsche Bank April 2015 - Present
Sunset Green Home LLC January 2014 - Present
Cornell Financial Engineering Manhattan Advisory Council 2012 - Present
Out2Play 2007 - Present
Trajectory Asset Management LLC January 2004 - February 2015
Demand Insights LLC February 2001 - January 2015
Archimedes Systems, Inc. 2010 - September 2012
Mitchell Madison Group (and successor firms: USWeb/CKS and marchFIRST) 1994 - 2001
Bloomberg 1988 - 1991
Salomon Brothers 1987 - 1988
Skills
Green Building, Sustainability, LEED Accredited, Asset Management, Asset Managment, Portfolio Management, Investments, Bloomberg, Management Consulting, Business Development, Financial Modeling, Management, Valuation, Fundraising, Due Diligence, Investment Operations, Hedge Funds, Energy Efficiency..., Digital Marketing, LEED AP
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
The Johns Hopkins University 1990 — 1992
MA, International Affairs and Economics
Cornell University 1983 — 1987
BS, Operations Research & Industrial Engineering
Newton North High School
Deutsche Bank April 2015 - Present
Sunset Green Home LLC January 2014 - Present
Cornell Financial Engineering Manhattan Advisory Council 2012 - Present
Out2Play 2007 - Present
Trajectory Asset Management LLC January 2004 - February 2015
Demand Insights LLC February 2001 - January 2015
Archimedes Systems, Inc. 2010 - September 2012
Mitchell Madison Group (and successor firms: USWeb/CKS and marchFIRST) 1994 - 2001
Bloomberg 1988 - 1991
Salomon Brothers 1987 - 1988
Skills
Green Building, Sustainability, LEED Accredited, Asset Management, Asset Managment, Portfolio Management, Investments, Bloomberg, Management Consulting, Business Development, Financial Modeling, Management, Valuation, Fundraising, Due Diligence, Investment Operations, Hedge Funds, Energy Efficiency..., Digital Marketing, LEED AP
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
The Johns Hopkins University 1990 — 1992
MA, International Affairs and Economics
Cornell University 1983 — 1987
BS, Operations Research & Industrial Engineering
Newton North High School
Andrea Green Wasserman Andrea Green Wasserman's Salomon Brothers Experience February 1997 - July 1998
Job Assistant Business Administrator at Westwood Regional School District
Industry Investment Banking
Experience
Westwood Regional School District August 2013 - Present
Barclays Capital September 2008 - August 2013
Lehman Brothers July 1998 - September 2008
Salomon Brothers February 1997 - July 1998
Skills
Valuation, Hedge Funds, Derivatives, Capital Markets, Prime Brokerage, Trading Systems, Investment Banking, Equities, Alternative Investments, Equity Derivatives, Bloomberg, Trading, Fixed Income
Education
Cornell University
Bachelor of Science (BS), Consumer Economics
New York University, Stern School of Business
Master of Business Administration (MBA), Accounting and Finance
Westwood Regional School District August 2013 - Present
Barclays Capital September 2008 - August 2013
Lehman Brothers July 1998 - September 2008
Salomon Brothers February 1997 - July 1998
Skills
Valuation, Hedge Funds, Derivatives, Capital Markets, Prime Brokerage, Trading Systems, Investment Banking, Equities, Alternative Investments, Equity Derivatives, Bloomberg, Trading, Fixed Income
Education
Cornell University
Bachelor of Science (BS), Consumer Economics
New York University, Stern School of Business
Master of Business Administration (MBA), Accounting and Finance
Devin Gallagher Devin Gallagher's Salomon Brothers Experience June 1998 - June 2000
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2002 - Present
Salomon Brothers June 1998 - June 2000
Merrill Lynch June 1996 - June 1998
Skills
Equities, Valuation, Hedge Funds, Capital Markets, Emerging Markets, Series 7, Equity Valuation, Series 63, Equity Capital Markets, Portfolio Management, Corporate Finance, Investment Banking
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA, Finance, Management
Cornell University 1992 — 1996
BS, Design & Environmental Analysis
Delbarton School 1988 — 1992
Diploma
Bank of America Merrill Lynch August 2002 - Present
Salomon Brothers June 1998 - June 2000
Merrill Lynch June 1996 - June 1998
Skills
Equities, Valuation, Hedge Funds, Capital Markets, Emerging Markets, Series 7, Equity Valuation, Series 63, Equity Capital Markets, Portfolio Management, Corporate Finance, Investment Banking
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA, Finance, Management
Cornell University 1992 — 1996
BS, Design & Environmental Analysis
Delbarton School 1988 — 1992
Diploma
Fred Wall Fred Wall's Salomon Brothers Experience 1992 - 2002
Job Managing Director at Mischler Financial Group
Industry Financial Services
Experience
Mischler Financial Group January 2013 - Present
Salomon Brothers 1992 - 2002
Skills
Hedge Funds, Equities, Investments, Wealth Management, Trading, New Business Development, Series 7, Electronic Trading, Business Strategy, Public Speaking, Fixed Income, Mutual Funds, Trading Systems, Securities, Options, Financial Analysis, Management Consulting, Marketing Strategy, Strategic Planning
Education
Dartmouth College 1972 — 1976
Bachelor of Arts (B.A.), Philosophy
new trier
Mischler Financial Group January 2013 - Present
Salomon Brothers 1992 - 2002
Skills
Hedge Funds, Equities, Investments, Wealth Management, Trading, New Business Development, Series 7, Electronic Trading, Business Strategy, Public Speaking, Fixed Income, Mutual Funds, Trading Systems, Securities, Options, Financial Analysis, Management Consulting, Marketing Strategy, Strategic Planning
Education
Dartmouth College 1972 — 1976
Bachelor of Arts (B.A.), Philosophy
new trier
Trang Hoang's Salomon Brothers Experience 1991 - 1993
Job Partner at Deloitte & Touche LLP
Industry Management Consulting
Experience
Deloitte & Touche September 1993 - Present
Deloitte Southeast Asia November 2012 - February 2013
Deloitte Vietnam February 2011 - October 2012
Salomon Brothers 1991 - 1993
Intermedics Inc. 1990 - 1991
Skills
SEC filings, Internal Controls, Internal Audit, External Audit, Risk Management, Derivatives, Energy, Due Diligence, Sarbanes-Oxley Act, Financial Analysis, Valuation, Restructuring, IFRS, US GAAP, Business Strategy, Forensic Accounting, Fraud, Auditing, Mergers & Acquisitions, GAAP, Accounting, Technology, Media, Telecommunications, Emerging Markets, Financial Reporting, Transaction Advisory..., Commodity, Financial Modeling, Project Management, Financial Risk, IPO, Capital Markets, Financial Services, Business Process, SEC Filings
Education
Columbia University - Columbia Business School 1998 — 1999
MBA, Finance, International Business
New York University - Leonard N. Stern School of Business 1989 — 1993
BS, Accounting, Finance
Deloitte & Touche September 1993 - Present
Deloitte Southeast Asia November 2012 - February 2013
Deloitte Vietnam February 2011 - October 2012
Salomon Brothers 1991 - 1993
Intermedics Inc. 1990 - 1991
Skills
SEC filings, Internal Controls, Internal Audit, External Audit, Risk Management, Derivatives, Energy, Due Diligence, Sarbanes-Oxley Act, Financial Analysis, Valuation, Restructuring, IFRS, US GAAP, Business Strategy, Forensic Accounting, Fraud, Auditing, Mergers & Acquisitions, GAAP, Accounting, Technology, Media, Telecommunications, Emerging Markets, Financial Reporting, Transaction Advisory..., Commodity, Financial Modeling, Project Management, Financial Risk, IPO, Capital Markets, Financial Services, Business Process, SEC Filings
Education
Columbia University - Columbia Business School 1998 — 1999
MBA, Finance, International Business
New York University - Leonard N. Stern School of Business 1989 — 1993
BS, Accounting, Finance
Frank V. Sayers Frank V. Sayers's Salomon Brothers Experience 1982 - 2000
Job National Sales Director | Road Warrior | National Sales Manager | Account Manager | Six Sigma Green Belt Trained
Industry Investment Management
Experience
SCORE 2010 - Present
Challenger, Gray & Christmas, Inc. December 2012 - March 2013
Sayers Wealth Management Group, Inc. 2010 - 2012
Lotsoff Capital Management 2001 - 2008
College of DuPage 2001 - 2005
ProTrader Securities 2000 - 2001
Salomon Brothers 1982 - 2000
Skills
Asset Management, Financial Planning, Investments, Financial Analysis, Risk Management, Public Speaking, Sales Management, Account Management, Direct Sales, Sales Operations, Cold Calling, Executive Coaching, Training, Professional Mentoring, Business Networking
Education
Elmhurst College 1978 — 1981
BS, Finance and Economics
DePaul University 2009 — 2010
Certification, Certified Financial Planning
Chicago Deming Association - Six Sigma Masters Program, Naperville, Illinois 2013 — 2013
Six Sigma Green Belt Training
SCORE 2010 - Present
Challenger, Gray & Christmas, Inc. December 2012 - March 2013
Sayers Wealth Management Group, Inc. 2010 - 2012
Lotsoff Capital Management 2001 - 2008
College of DuPage 2001 - 2005
ProTrader Securities 2000 - 2001
Salomon Brothers 1982 - 2000
Skills
Asset Management, Financial Planning, Investments, Financial Analysis, Risk Management, Public Speaking, Sales Management, Account Management, Direct Sales, Sales Operations, Cold Calling, Executive Coaching, Training, Professional Mentoring, Business Networking
Education
Elmhurst College 1978 — 1981
BS, Finance and Economics
DePaul University 2009 — 2010
Certification, Certified Financial Planning
Chicago Deming Association - Six Sigma Masters Program, Naperville, Illinois 2013 — 2013
Six Sigma Green Belt Training
Aasheet Kothari Aasheet Kothari's Salomon Brothers Experience 1993 - 1994
Job Senior Data Architect
Industry Information Technology and Services
Experience
GEICO FEDERAL CREDIT UNION (FCU) March 2009 - Present
Sovereign Bank, Subsidiary of Santander August 2008 - February 2009
AAA Computer Services May 1999 - July 2008
United Parcel Service (UPS) August 1996 - March 1999
FINOVA Capital Corporation (Leasing Firm) June 1995 - August 1996
Mercedes Benz of North America, Inc. September 1994 - June 1995
salomon brothers 1993 - 1994
Skills
Databases, US Citizen, Microsoft SQL Server, Oracle, Data Warehousing, PL/SQL, ETL, Unix, Data Modeling, Data Migration, Visual Basic, SQL, SharePoint, DB2, SQL Tuning, SSIS, SSRS, Disaster Recovery, T-SQL, Crystal Reports, Agile Methodologies, XML, Scrum
Education
Wayne State University 1989 — 1991
Masters, Computer Science
Dharmsinh Desai Institute of Technology 1982 — 1987
B.E., Engineering
GEICO FEDERAL CREDIT UNION (FCU) March 2009 - Present
Sovereign Bank, Subsidiary of Santander August 2008 - February 2009
AAA Computer Services May 1999 - July 2008
United Parcel Service (UPS) August 1996 - March 1999
FINOVA Capital Corporation (Leasing Firm) June 1995 - August 1996
Mercedes Benz of North America, Inc. September 1994 - June 1995
salomon brothers 1993 - 1994
Skills
Databases, US Citizen, Microsoft SQL Server, Oracle, Data Warehousing, PL/SQL, ETL, Unix, Data Modeling, Data Migration, Visual Basic, SQL, SharePoint, DB2, SQL Tuning, SSIS, SSRS, Disaster Recovery, T-SQL, Crystal Reports, Agile Methodologies, XML, Scrum
Education
Wayne State University 1989 — 1991
Masters, Computer Science
Dharmsinh Desai Institute of Technology 1982 — 1987
B.E., Engineering
Jonathan Litt Jonathan Litt's Salomon Brothers Experience 1994 - 1995
Job Founder & CEO at Land & Buildings
Industry Investment Management
Experience
Land & Buildings July 2008 - Present
Citigroup 2000 - 2008
Paine Webber 1996 - 2000
Salomon Brothers 1994 - 1995
European Investors Inc. 1992 - 1994
Education
NYU Stern School of Business
MBA
Columbia University - Columbia Business School
Bachelor of Arts (BA), Economics
Land & Buildings July 2008 - Present
Citigroup 2000 - 2008
Paine Webber 1996 - 2000
Salomon Brothers 1994 - 1995
European Investors Inc. 1992 - 1994
Education
NYU Stern School of Business
MBA
Columbia University - Columbia Business School
Bachelor of Arts (BA), Economics
Jay Lown Jay Lown's Salomon Brothers Experience November 1991 - December 1998
Job President & Chief Investment Officer at Cherry Hill Mortgage Investment Corporation
Industry Financial Services
Experience
Cherry Hill Mortgage Investment Corporation October 2013 - Present
Freedom Mortgage April 2012 - Present
GreenLake Investment Partners September 2010 - December 2014
Avenue Capital Group April 2011 - January 2012
NewOak Capital October 2009 - September 2010
Office of Thrift Supervision March 2008 - October 2009
UBS Investment Bank April 2002 - March 2008
Citigroup January 1999 - April 2002
Salomon Brothers November 1991 - December 1998
Macy's June 1986 - March 1989
Skills
Capital Markets, Securitization, Fixed Income, MBS, Structured Finance, Hedge Funds, Asset Managment, ABS, Mortgage Banking, Structured Products, Mortgage Lending, Loans, Securities, Credit Analysis, Financial Modeling, Bonds, Financial Structuring, Finance, Derivatives, Investments, Banking, Asset Management, Funding, Valuation, High Yield, Private Equity, Portfolio Management, Bloomberg, CMBS, Credit Derivatives, Emerging Markets, Real Estate, Investment Banking, Alternative Investments, Residential Mortgages, Financial Risk, Real Estate Economics, Credit Risk, Trading, Equities, Due Diligence, Credit, Corporate Finance, Financial Services, Loan Origination
Education
D'Amore-McKim School of Business at Northeastern University 1989 — 1991
MBA, Finance
Lehigh University - College of Business and Economics 1983 — 1985
BS, Finance
Christian Brothers Academy 1978 — 1981
HS, college prep
Cherry Hill Mortgage Investment Corporation October 2013 - Present
Freedom Mortgage April 2012 - Present
GreenLake Investment Partners September 2010 - December 2014
Avenue Capital Group April 2011 - January 2012
NewOak Capital October 2009 - September 2010
Office of Thrift Supervision March 2008 - October 2009
UBS Investment Bank April 2002 - March 2008
Citigroup January 1999 - April 2002
Salomon Brothers November 1991 - December 1998
Macy's June 1986 - March 1989
Skills
Capital Markets, Securitization, Fixed Income, MBS, Structured Finance, Hedge Funds, Asset Managment, ABS, Mortgage Banking, Structured Products, Mortgage Lending, Loans, Securities, Credit Analysis, Financial Modeling, Bonds, Financial Structuring, Finance, Derivatives, Investments, Banking, Asset Management, Funding, Valuation, High Yield, Private Equity, Portfolio Management, Bloomberg, CMBS, Credit Derivatives, Emerging Markets, Real Estate, Investment Banking, Alternative Investments, Residential Mortgages, Financial Risk, Real Estate Economics, Credit Risk, Trading, Equities, Due Diligence, Credit, Corporate Finance, Financial Services, Loan Origination
Education
D'Amore-McKim School of Business at Northeastern University 1989 — 1991
MBA, Finance
Lehigh University - College of Business and Economics 1983 — 1985
BS, Finance
Christian Brothers Academy 1978 — 1981
HS, college prep
Christopher Kane Christopher Kane's Salomon Brothers Experience 1991 - 1998
Job Managing Partner of Strategas Capital Partners, CK Advisors, LLC & EastWest Partners, LLC
Industry Financial Services
Experience
Strategas Capital Partners, LLC / CK Advisors, LLC / EastWest Partners, LLC January 2009 - Present
K Squared Capital Advisors January 2005 - January 2009
Exis Capital Management 2003 - 2005
Tudor Investment Corporation January 2000 - January 2003
Moore Capital Management July 1998 - January 2000
Salomon Brothers 1991 - 1998
First Boston Corporation June 1987 - December 1990
Skills
Hedge Funds, Event Driven, High Yield, Arbitrage, Credit, Equities, Mutual Funds, Trading, Fixed Income, Loans, Alternative Investments, Bloomberg, Securities, Bonds, Investments, Asset Management, Portfolio Management, Investment Banking, Private Equity, Capital Markets, Equity Derivatives, Electronic Trading, Emerging Markets, Derivatives, Equity Trading, Trading Systems, Structured Products, Credit Derivatives, FX Options, Equity Research, Options, Investment Management, Investment Strategies, Valuation, Series 7, Financial Markets
Education
Columbia University in the City of New York 1983 — 1987
Bachelor of Arts (B.A.), Economics
Blair Academy, Blairstown New Jersey
High School
Strategas Capital Partners, LLC / CK Advisors, LLC / EastWest Partners, LLC January 2009 - Present
K Squared Capital Advisors January 2005 - January 2009
Exis Capital Management 2003 - 2005
Tudor Investment Corporation January 2000 - January 2003
Moore Capital Management July 1998 - January 2000
Salomon Brothers 1991 - 1998
First Boston Corporation June 1987 - December 1990
Skills
Hedge Funds, Event Driven, High Yield, Arbitrage, Credit, Equities, Mutual Funds, Trading, Fixed Income, Loans, Alternative Investments, Bloomberg, Securities, Bonds, Investments, Asset Management, Portfolio Management, Investment Banking, Private Equity, Capital Markets, Equity Derivatives, Electronic Trading, Emerging Markets, Derivatives, Equity Trading, Trading Systems, Structured Products, Credit Derivatives, FX Options, Equity Research, Options, Investment Management, Investment Strategies, Valuation, Series 7, Financial Markets
Education
Columbia University in the City of New York 1983 — 1987
Bachelor of Arts (B.A.), Economics
Blair Academy, Blairstown New Jersey
High School
Derek Webb Derek Webb's Salomon Brothers Experience 1986 - 1988
Job CEO at Webb Asset Management
Industry Investment Management
Experience
Webb Asset Management Canada, Inc. 2006 - 2012
CI Investments Inc. – Canada’s Investment Company 2000 - 2004
Invesco 1992 - 2000
Citi 1989 - 1991
Trust Company of the West 1987 - 1989
Salomon Brothers 1986 - 1988
Brown Brothers Harriman 1983 - 1986
Skills
Start-ups, Mergers, Business Strategy, Strategic Planning, Alternative Investments, Business Planning, Portfolio Management, Inventory Management, Management, Partner Management, Marketing, Regulatory Affairs, Finance, Quantitative, Fundamental Analysis, Public Speaking, Television
Education
Wharton Business School 1990 — 1992
MBA, Finance
Dartmouth College 1978 — 1983
AB, Economics & History
Webb Asset Management Canada, Inc. 2006 - 2012
CI Investments Inc. – Canada’s Investment Company 2000 - 2004
Invesco 1992 - 2000
Citi 1989 - 1991
Trust Company of the West 1987 - 1989
Salomon Brothers 1986 - 1988
Brown Brothers Harriman 1983 - 1986
Skills
Start-ups, Mergers, Business Strategy, Strategic Planning, Alternative Investments, Business Planning, Portfolio Management, Inventory Management, Management, Partner Management, Marketing, Regulatory Affairs, Finance, Quantitative, Fundamental Analysis, Public Speaking, Television
Education
Wharton Business School 1990 — 1992
MBA, Finance
Dartmouth College 1978 — 1983
AB, Economics & History
Lori Windolf Crispo Lori Windolf Crispo's Salomon Brothers Experience January 1984 - May 1985
Job Area President at RPS Bollinger
Industry Insurance
Experience
RPS Bollinger - Sports & Leisure August 2013 - Present
Bollinger Insurance 1985 - 2013
Bollinger Insurance 1985 - 2011
Salomon Brothers January 1984 - May 1985
Skills
Sports, Commercial Insurance, Event Management, Underwriting, Property & Casualty..., Professional Liability, Brokers, Insurance, Account Management, Business Analysis, Business Development, Casualty Insurance, Claim, Claims Management, Commercial Lines, Customer Service, D, Direct Sales, Employment Practices..., Excess, General Insurance, Financial Risk, Strategic Planning, Management, Coaching, Leadership, Liability, Marketing Strategy, New Business Development, Marketing, Sales, Public Speaking, Sales Management, Inland Marine, Mergers & Acquisitions, Umbrella Insurance, Small Business
Education
Smith College 1981 — 1983
BA, French/Medieval History
Davidson College 1978 — 1980
Montclair Kimberley
RPS Bollinger - Sports & Leisure August 2013 - Present
Bollinger Insurance 1985 - 2013
Bollinger Insurance 1985 - 2011
Salomon Brothers January 1984 - May 1985
Skills
Sports, Commercial Insurance, Event Management, Underwriting, Property & Casualty..., Professional Liability, Brokers, Insurance, Account Management, Business Analysis, Business Development, Casualty Insurance, Claim, Claims Management, Commercial Lines, Customer Service, D, Direct Sales, Employment Practices..., Excess, General Insurance, Financial Risk, Strategic Planning, Management, Coaching, Leadership, Liability, Marketing Strategy, New Business Development, Marketing, Sales, Public Speaking, Sales Management, Inland Marine, Mergers & Acquisitions, Umbrella Insurance, Small Business
Education
Smith College 1981 — 1983
BA, French/Medieval History
Davidson College 1978 — 1980
Montclair Kimberley
Tom Garr Tom Garr's Salomon Brothers Experience 1993 - 1997
Job Chief Operating Officer at Profitability Revolution Paradigm
Industry Broadcast Media
Experience
Profitability Revolution Paradigm 2013 - Present
Mastholm Asset Management, LLC 1997 - 2012
Salomon Brothers 1993 - 1997
The First Boston Corporation 1982 - 1993
Frito Lay 1979 - 1982
The Goodyear Tire & Rubber Company 1977 - 1979
Skills
•Operations Management, •Financial Reporting, •Strategic Planning, •Accounting, Tax, Audit, •Contract Negotiation..., •Treasury/Cash..., •Legal/Regulatory..., •Staff Development, •Compensation/Benefits..., Equity Investments, Risk Management, Investment Banking, Strategic Planning, Business Development, Business Planning, Business Strategy, Equities, Financial Reporting, Finance, Investments, Accounting, Financial Services, Entrepreneurship, Fixed Income, Financial Modeling, Mergers & Acquisitions, Portfolio Management, Mutual Funds, Management, Asset Management, Funding, Equity Research, Banking, Due Diligence, Executive Management, Operations Management
Education
Cornell University
BS, Industrial and Labor Relations
The University of Dallas
MBA, Finance
Profitability Revolution Paradigm 2013 - Present
Mastholm Asset Management, LLC 1997 - 2012
Salomon Brothers 1993 - 1997
The First Boston Corporation 1982 - 1993
Frito Lay 1979 - 1982
The Goodyear Tire & Rubber Company 1977 - 1979
Skills
•Operations Management, •Financial Reporting, •Strategic Planning, •Accounting, Tax, Audit, •Contract Negotiation..., •Treasury/Cash..., •Legal/Regulatory..., •Staff Development, •Compensation/Benefits..., Equity Investments, Risk Management, Investment Banking, Strategic Planning, Business Development, Business Planning, Business Strategy, Equities, Financial Reporting, Finance, Investments, Accounting, Financial Services, Entrepreneurship, Fixed Income, Financial Modeling, Mergers & Acquisitions, Portfolio Management, Mutual Funds, Management, Asset Management, Funding, Equity Research, Banking, Due Diligence, Executive Management, Operations Management
Education
Cornell University
BS, Industrial and Labor Relations
The University of Dallas
MBA, Finance
Jamie Ireland Jamie Ireland's Salomon Brothers Experience 1975 - 1983
Job
Industry Executive Office
Experience
Capital One Partners 1993 - Present
First Colorado Corporation 1990 - Present
Sun Coast Industries 1994 - 1997
Private Equity 1983 - 1992
Salomon Brothers 1975 - 1983
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Columbia University in the City of New York 1974 — 1975
Master of Business Administration (M.B.A.)
Columbia University in the City of New York 1968 — 1972
Bachelor's degree, Economics, Anthropology, SE Asian Studies
Hawken School 1956 — 1968
Capital One Partners 1993 - Present
First Colorado Corporation 1990 - Present
Sun Coast Industries 1994 - 1997
Private Equity 1983 - 1992
Salomon Brothers 1975 - 1983
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Columbia University in the City of New York 1974 — 1975
Master of Business Administration (M.B.A.)
Columbia University in the City of New York 1968 — 1972
Bachelor's degree, Economics, Anthropology, SE Asian Studies
Hawken School 1956 — 1968
Elisabeth Moll, CCE, CICP, ICCE Elisabeth Moll, CCE, CICP, ICCE's Salomon Brothers Experience 1993 - 1996
Job Credit Manager at Albany International Corporation
Industry Textiles
Experience
Albany International Corporation www.albint.com January 2011 - Present
BMW of North America, LLC June 1997 - December 2010
Salomon Brothers 1993 - 1996
Skills
Credit Risk, Credit, Credit Analysis, Accounts Receivable, Financial Analysis, Risk Management, SAP, Excel, Negotiation, Customer Service, Customer Relations, Microsoft Office, Process Improvement, Problem Solving, Supervisory Skills, Strategic Planning, Change Management, Leadership, Management, Cross-functional Team..., Six Sigma, Forecasting, Financial Risk, Business Process..., Accounting, Cash Flow, Financial Reporting, Sarbanes-Oxley Act, Analysis, Internal Controls, Account Reconciliation, Auditing, Project Planning, Accounts Payable, Managerial Finance, Business Planning, Cash Management, Budgets, Financial Statements, Invoicing, General Ledger, Strategic Financial..., Inventory Management, Corporate Finance, Purchasing, Microsoft Excel, Finance, Due Diligence, Business Analysis, GAAP
Education
Dartmouth College 2005 — 2006
Tuck School of Business - Executive Credit Training
Dartmouth College
Graduate School of Credit and Financial Management - International
Fairleigh Dickinson University
Masters, Taxation
Trenton State College
BS, Accounting
Albany International Corporation www.albint.com January 2011 - Present
BMW of North America, LLC June 1997 - December 2010
Salomon Brothers 1993 - 1996
Skills
Credit Risk, Credit, Credit Analysis, Accounts Receivable, Financial Analysis, Risk Management, SAP, Excel, Negotiation, Customer Service, Customer Relations, Microsoft Office, Process Improvement, Problem Solving, Supervisory Skills, Strategic Planning, Change Management, Leadership, Management, Cross-functional Team..., Six Sigma, Forecasting, Financial Risk, Business Process..., Accounting, Cash Flow, Financial Reporting, Sarbanes-Oxley Act, Analysis, Internal Controls, Account Reconciliation, Auditing, Project Planning, Accounts Payable, Managerial Finance, Business Planning, Cash Management, Budgets, Financial Statements, Invoicing, General Ledger, Strategic Financial..., Inventory Management, Corporate Finance, Purchasing, Microsoft Excel, Finance, Due Diligence, Business Analysis, GAAP
Education
Dartmouth College 2005 — 2006
Tuck School of Business - Executive Credit Training
Dartmouth College
Graduate School of Credit and Financial Management - International
Fairleigh Dickinson University
Masters, Taxation
Trenton State College
BS, Accounting
Martin Levion Martin Levion's Salomon Brothers Experience March 1985 - March 1990
Job Managing Partner at PolicyFlex LLC
Industry Financial Services
Experience
Integral Investment Capital July 2010 - Present
PolicyFlex LLC May 2011 - Present
Societe Generale March 1990 - March 2007
Salomon Brothers March 1985 - March 1990
Lehman Brothers March 1983 - March 1985
Skills
Derivatives, Fixed Income, Finance, Structured Products, Structured Finance, Capital Markets, Risk Management, Bonds, Hedge Funds, Financial Modeling, Investment Banking, Credit Derivatives, Private Equity, Rates, Emerging Markets, Arbitrage, Equity Derivatives, Financial Services
Education
Cornell University 1978 — 1982
BA, Economics
Integral Investment Capital July 2010 - Present
PolicyFlex LLC May 2011 - Present
Societe Generale March 1990 - March 2007
Salomon Brothers March 1985 - March 1990
Lehman Brothers March 1983 - March 1985
Skills
Derivatives, Fixed Income, Finance, Structured Products, Structured Finance, Capital Markets, Risk Management, Bonds, Hedge Funds, Financial Modeling, Investment Banking, Credit Derivatives, Private Equity, Rates, Emerging Markets, Arbitrage, Equity Derivatives, Financial Services
Education
Cornell University 1978 — 1982
BA, Economics
C. Andrew Im C. Andrew Im's Salomon Brothers Experience 1991 - 1992
Job Managing Partner at IM IP LAW PLLC
Industry Law Practice
Experience
IM IP LAW PLLC May 2015 - Present
Fulbright & Jaworski LLP December 1999 - November 2010
Coudert Brothers 1998 - 1999
Anderson Kill & Ollick, P.C. 1997 - 1998
Curtis, Morris & Safford, P.C. 1995 - 1997
Wyatt, Gerber, Burke & Badie 1993 - 1993
Salomon Brothers 1991 - 1992
Bellcore 1986 - 1991
Skills
Intellectual Property, Patents, Licensing, Patent Litigation, Patent Prosecution, Internet Law, Patent preparation, Trademark Prosecution, Semiconductors, Renewable Energy, Licensing Agreements, Intellectual Property..., Patent Analysis, Patent Drafting, Patent Portfolio..., Patent Strategy, Technology Transfer, Electrical Engineering, Trade Secrets, Copyright Law, Patentability, Trademark Infringement, Trademarks, Cyberlaw, Corporate Law, Legal Research, Litigation, Due Diligence
Education
New York University School of Law 1992 — 1995
JD, Law
Columbia University in the City of New York 1986 — 1988
MS, Electrical Engineering
Cornell University 1982 — 1986
BS, Electrical Engineering
IM IP LAW PLLC May 2015 - Present
Fulbright & Jaworski LLP December 1999 - November 2010
Coudert Brothers 1998 - 1999
Anderson Kill & Ollick, P.C. 1997 - 1998
Curtis, Morris & Safford, P.C. 1995 - 1997
Wyatt, Gerber, Burke & Badie 1993 - 1993
Salomon Brothers 1991 - 1992
Bellcore 1986 - 1991
Skills
Intellectual Property, Patents, Licensing, Patent Litigation, Patent Prosecution, Internet Law, Patent preparation, Trademark Prosecution, Semiconductors, Renewable Energy, Licensing Agreements, Intellectual Property..., Patent Analysis, Patent Drafting, Patent Portfolio..., Patent Strategy, Technology Transfer, Electrical Engineering, Trade Secrets, Copyright Law, Patentability, Trademark Infringement, Trademarks, Cyberlaw, Corporate Law, Legal Research, Litigation, Due Diligence
Education
New York University School of Law 1992 — 1995
JD, Law
Columbia University in the City of New York 1986 — 1988
MS, Electrical Engineering
Cornell University 1982 — 1986
BS, Electrical Engineering
John MacDonald John MacDonald's Salomon Brothers Experience 1987 - 1992
Job Managing Partner at Tungsten Corporate Advisors, LLC
Industry Investment Banking
Experience
Updata Advisors / Signal Hill Capital Group 2002 - 2013
Lehman Brothers 1996 - 2001
Bear Stearns 1992 - 1996
Salomon Brothers 1987 - 1992
Eastman Kodak 1900 - 1900
Skills
Corporate Finance, Private Equity, Investment Banking, M&A experience, Valuation, SaaS, Mergers & Acquisitions, Venture Capital, Strategy, Management, Business Strategy, Corporate Development
Education
Cornell University
BS
University of Rochester - William E. Simon Graduate School of Business Administration
MBA
Updata Advisors / Signal Hill Capital Group 2002 - 2013
Lehman Brothers 1996 - 2001
Bear Stearns 1992 - 1996
Salomon Brothers 1987 - 1992
Eastman Kodak 1900 - 1900
Skills
Corporate Finance, Private Equity, Investment Banking, M&A experience, Valuation, SaaS, Mergers & Acquisitions, Venture Capital, Strategy, Management, Business Strategy, Corporate Development
Education
Cornell University
BS
University of Rochester - William E. Simon Graduate School of Business Administration
MBA
Marc Lewis - Marc.Lewis@LCGsearch.com Marc Lewis - Marc.Lewis@LCGsearch.com's Salomon Brothers Experience July 1980 - June 1982
Job CEO, executive search
Industry Staffing and Recruiting
Experience
Leadership Capital Group July 2005 - Present
Morgan Howard Worldwide January 2003 - July 2005
Christian & Timbers April 1997 - November 2002
Vivendi April 1991 - April 1997
Russell Reynolds Associates January 1990 - February 1991
Trammell Crow Company August 1984 - December 1989
Salomon Brothers July 1980 - June 1982
The Dartmouth, Inc. 1979 - 1980
Hanover Bank & Trust 1979 - 1980
Skills
Executive Search, Talent Acquisition, E-commerce, Business Strategy, Professional Services, Management Consulting, Venture Capital, Board Development, CEO Succession, Entrepreneurship, Hospitality, Healthcare, Technology, Information Technology, Leadership, Recruiting, Healthcare Information..., Human Resources, Start-ups, Change Management, Business Development, Strategic Planning, Strategy, Strategic Partnerships, Marketing, Leadership Development, New Business Development, Management, Finance, Executive Coaching, Product Marketing, Consulting, Marketing Strategy, Product Management, Mergers & Acquisitions, Organizational..., Talent Management, Program Management, Team Building, Training, SaaS, Business Planning, Outsourcing, Team Management, Performance Management, Telecommunications, Sourcing, Coaching, Team Leadership, CRM
Education
Stanford University Graduate School of Business 1982 — 1984
MBA
Dartmouth College 1976 — 1980
BA
Phillips Academy, Andover 1973 — 1976
Diploma cum laude
Leadership Capital Group July 2005 - Present
Morgan Howard Worldwide January 2003 - July 2005
Christian & Timbers April 1997 - November 2002
Vivendi April 1991 - April 1997
Russell Reynolds Associates January 1990 - February 1991
Trammell Crow Company August 1984 - December 1989
Salomon Brothers July 1980 - June 1982
The Dartmouth, Inc. 1979 - 1980
Hanover Bank & Trust 1979 - 1980
Skills
Executive Search, Talent Acquisition, E-commerce, Business Strategy, Professional Services, Management Consulting, Venture Capital, Board Development, CEO Succession, Entrepreneurship, Hospitality, Healthcare, Technology, Information Technology, Leadership, Recruiting, Healthcare Information..., Human Resources, Start-ups, Change Management, Business Development, Strategic Planning, Strategy, Strategic Partnerships, Marketing, Leadership Development, New Business Development, Management, Finance, Executive Coaching, Product Marketing, Consulting, Marketing Strategy, Product Management, Mergers & Acquisitions, Organizational..., Talent Management, Program Management, Team Building, Training, SaaS, Business Planning, Outsourcing, Team Management, Performance Management, Telecommunications, Sourcing, Coaching, Team Leadership, CRM
Education
Stanford University Graduate School of Business 1982 — 1984
MBA
Dartmouth College 1976 — 1980
BA
Phillips Academy, Andover 1973 — 1976
Diploma cum laude
Dave Fleisch Dave Fleisch's Salomon Brothers Experience 1994 - 1996
Job Partner, Healthcare and Performance Improvement Practices
Industry Management Consulting
Experience
Bain & Company, Inc. 2000 - Present
Hughes Electronics / DIRECTV 1996 - 1998
Salomon Brothers 1994 - 1996
Education
University of Pennsylvania - The Wharton School (CA) 1998 — 2000
MBA, Strategy
Cornell University 1990 — 1994
BA, Economics
Bain & Company, Inc. 2000 - Present
Hughes Electronics / DIRECTV 1996 - 1998
Salomon Brothers 1994 - 1996
Education
University of Pennsylvania - The Wharton School (CA) 1998 — 2000
MBA, Strategy
Cornell University 1990 — 1994
BA, Economics
William Ettelson William Ettelson's Salomon Brothers Experience 1989 - 1992
Job Portfolio Manager at Wolfe Global Capital LLC
Industry Investment Management
Experience
Wolfe Global Capital, LLC 2009 - Present
Vardon Capital Management 2004 - 2008
Credit Suisse 1996 - 2002
Merrill Lynch 1994 - 1996
Salomon Brothers 1989 - 1992
Skills
Equities, Hedge Funds, Investments, Investment Banking, Alternative Investments, Finance, Strategic Planning, Asset Allocation, Portfolio Management, Bloomberg, Venture Capital, Strategic Leadership, Strategy, Options, Equity Research, Private Equity, Financial Risk, Team Building, Risk Management, Mergers & Acquisitions
Education
Harvard Business School 1992 — 1994
MBA
The London School of Economics and Political Science (LSE) 1988 — 1989
Master of Science
Yale University 1984 — 1988
BA
Deerfield Academy 1981 — 1984
Wolfe Global Capital, LLC 2009 - Present
Vardon Capital Management 2004 - 2008
Credit Suisse 1996 - 2002
Merrill Lynch 1994 - 1996
Salomon Brothers 1989 - 1992
Skills
Equities, Hedge Funds, Investments, Investment Banking, Alternative Investments, Finance, Strategic Planning, Asset Allocation, Portfolio Management, Bloomberg, Venture Capital, Strategic Leadership, Strategy, Options, Equity Research, Private Equity, Financial Risk, Team Building, Risk Management, Mergers & Acquisitions
Education
Harvard Business School 1992 — 1994
MBA
The London School of Economics and Political Science (LSE) 1988 — 1989
Master of Science
Yale University 1984 — 1988
BA
Deerfield Academy 1981 — 1984
David Lehmann David Lehmann's Salomon Brothers Experience 1990 - 1991
Job President at SolidX Partners Inc.
Industry Financial Services
Experience
SolidX Partners Inc. May 2014 - Present
Knight Capital Group 2002 - 2013
Independant Consultant 1999 - 2002
Montgomery Securities 1991 - 1999
Salomon Brothers 1990 - 1991
Merrill Lynch 1986 - 1990
Skills
Management, Equities, Sales, Trading, Finance, Electronic Trading, Algorithms, DMA, FX Trading, ECN, Consulting, NASD 7,63,55,24, Hedge Funds, Fixed Income, Investments, Securities, Equity Trading, Derivatives, Financial Markets, Series 7, capital markets
Education
Columbia University in the City of New York 1984 — 1986
Master of Business Administration (MBA), Finance
University of Illinois at Urbana-Champaign 1980 — 1984
Bachelor of Science (BS), Marketing / Business Administration
SolidX Partners Inc. May 2014 - Present
Knight Capital Group 2002 - 2013
Independant Consultant 1999 - 2002
Montgomery Securities 1991 - 1999
Salomon Brothers 1990 - 1991
Merrill Lynch 1986 - 1990
Skills
Management, Equities, Sales, Trading, Finance, Electronic Trading, Algorithms, DMA, FX Trading, ECN, Consulting, NASD 7,63,55,24, Hedge Funds, Fixed Income, Investments, Securities, Equity Trading, Derivatives, Financial Markets, Series 7, capital markets
Education
Columbia University in the City of New York 1984 — 1986
Master of Business Administration (MBA), Finance
University of Illinois at Urbana-Champaign 1980 — 1984
Bachelor of Science (BS), Marketing / Business Administration
John Nakao's Salomon Brothers Experience August 1983 - December 1986
Job CEO & Advisor
Industry Mining & Metals
Experience
Mimosa Gold October 2003 - Present
Torrey Pines Securities January 1999 - May 2000
Twin Sun July 1997 - December 1998
IBS Yamaichi Securities Co., Ltd. January 1991 - June 1994
Credit Suisse January 1987 - December 1990
Salomon Brothers August 1983 - December 1986
JP Morgan March 1978 - August 1981
Sumitomo Mitsui Banking Corporation June 1975 - August 1977
Skills
Strategic Planning, Negotiation, Mining, Business Strategy, Project Management, Budgets, Contract Negotiation, New Business Development, Change Management, Team Building, Operations Management, Microsoft Office, Project Planning, Mergers, Gold, Strategy, Mergers & Acquisitions, Start-ups, Entrepreneurship, Business Development, Business Planning, Leadership, Risk Management, Management Consulting, Due Diligence, Financial Analysis, Investment Banking, Finance, Private Equity, Valuation, Financial Modeling, Management, Corporate Finance, Venture Capital, Investments, Marketing Strategy, Banking, Asset Management
Education
Stanford University Graduate School of Business 1981 — 1983
Master of Business Administration (M.B.A.), Finance
University of California, Berkeley 1976 — 1977
Accounting and Finance - Haas School of Business
Cornell University 1971 — 1975
Bachelor's Degree, Economics - College of Arts & Sciences
St. Mary's International School for Boys 1964 — 1971
High School
Mimosa Gold October 2003 - Present
Torrey Pines Securities January 1999 - May 2000
Twin Sun July 1997 - December 1998
IBS Yamaichi Securities Co., Ltd. January 1991 - June 1994
Credit Suisse January 1987 - December 1990
Salomon Brothers August 1983 - December 1986
JP Morgan March 1978 - August 1981
Sumitomo Mitsui Banking Corporation June 1975 - August 1977
Skills
Strategic Planning, Negotiation, Mining, Business Strategy, Project Management, Budgets, Contract Negotiation, New Business Development, Change Management, Team Building, Operations Management, Microsoft Office, Project Planning, Mergers, Gold, Strategy, Mergers & Acquisitions, Start-ups, Entrepreneurship, Business Development, Business Planning, Leadership, Risk Management, Management Consulting, Due Diligence, Financial Analysis, Investment Banking, Finance, Private Equity, Valuation, Financial Modeling, Management, Corporate Finance, Venture Capital, Investments, Marketing Strategy, Banking, Asset Management
Education
Stanford University Graduate School of Business 1981 — 1983
Master of Business Administration (M.B.A.), Finance
University of California, Berkeley 1976 — 1977
Accounting and Finance - Haas School of Business
Cornell University 1971 — 1975
Bachelor's Degree, Economics - College of Arts & Sciences
St. Mary's International School for Boys 1964 — 1971
High School
Peter Feer Peter Feer's Salomon Brothers Experience 1984 - 1986
Job Professionally Certified Executive Coach at MPF Coaching LLC
Industry Professional Training & Coaching
Experience
MPF Coaching LLC April 2010 - Present
St. Charles Capital, LLC April 2007 - September 2008
Harris Williams & Co. July 2004 - March 2007
KeyBanc Capital Markets January 2001 - July 2004
The Wallach Company, Inc. May 1991 - January 2001
Arista Records 1989 - 1990
Arthur D. Little 1988 - 1989
Salomon Brothers 1984 - 1986
Integrated Resources LLC (IRLLC) 1983 - 1984
Skills
Private Equity, Mergers, Investment Banking, Venture Capital, Corporate Development, Due Diligence, Corporate Finance, M&A experience, Valuation, Financial Modeling, Private Placements, Capital Raising, Growth Capital, Mergers & Acquisitions, Leadership Development, Strategy, Executive Coaching, Executive Management, Coaching, Start-ups, Leadership, Management, Finance, Entrepreneurship, Business Strategy, Restructuring, Management Consulting, Asset Management, Hedge Funds, Business Planning, Business Development, Investments
Education
Coaches Training Institute 2010 — 2011
Certified Professional Co-active Coach
The Tuck School of Business at Dartmouth 1986 — 1988
MBA, Business Administration
Dartmouth College 1978 — 1983
BA, History
Scarsdale High School 1974 — 1978
High School Diploma
MPF Coaching LLC April 2010 - Present
St. Charles Capital, LLC April 2007 - September 2008
Harris Williams & Co. July 2004 - March 2007
KeyBanc Capital Markets January 2001 - July 2004
The Wallach Company, Inc. May 1991 - January 2001
Arista Records 1989 - 1990
Arthur D. Little 1988 - 1989
Salomon Brothers 1984 - 1986
Integrated Resources LLC (IRLLC) 1983 - 1984
Skills
Private Equity, Mergers, Investment Banking, Venture Capital, Corporate Development, Due Diligence, Corporate Finance, M&A experience, Valuation, Financial Modeling, Private Placements, Capital Raising, Growth Capital, Mergers & Acquisitions, Leadership Development, Strategy, Executive Coaching, Executive Management, Coaching, Start-ups, Leadership, Management, Finance, Entrepreneurship, Business Strategy, Restructuring, Management Consulting, Asset Management, Hedge Funds, Business Planning, Business Development, Investments
Education
Coaches Training Institute 2010 — 2011
Certified Professional Co-active Coach
The Tuck School of Business at Dartmouth 1986 — 1988
MBA, Business Administration
Dartmouth College 1978 — 1983
BA, History
Scarsdale High School 1974 — 1978
High School Diploma
Daniel Schwartz Daniel Schwartz's Salomon Brothers Experience 1982 - 1992
Job MD at RBS
Industry Financial Services
Experience
RBS July 2011 - Present
Pavisier LLC January 2009 - June 2011
FST Consulting Inc 2009 - June 2011
Deutsche Bank 2010 - 2010
Citi April 2005 - July 2008
JP Morgan 2002 - 2005
RomeBlack 1993 - 2002
Salomon Brothers 1982 - 1992
Skills
Strategy, Trading Systems, Risk Management, Portfolio Management, Options, Negotiation, Interest Rate..., Fixed Income, Financial Regulation, Financial Modeling, Equity Derivatives, Equities, Derivatives, Capital Markets, Asset Management, Trading
Education
Columbia University in the City of New York 1978 — 1982
Bachelor of Arts (B.A.), Mathematics
RBS July 2011 - Present
Pavisier LLC January 2009 - June 2011
FST Consulting Inc 2009 - June 2011
Deutsche Bank 2010 - 2010
Citi April 2005 - July 2008
JP Morgan 2002 - 2005
RomeBlack 1993 - 2002
Salomon Brothers 1982 - 1992
Skills
Strategy, Trading Systems, Risk Management, Portfolio Management, Options, Negotiation, Interest Rate..., Fixed Income, Financial Regulation, Financial Modeling, Equity Derivatives, Equities, Derivatives, Capital Markets, Asset Management, Trading
Education
Columbia University in the City of New York 1978 — 1982
Bachelor of Arts (B.A.), Mathematics
Nathan Kornfeld Nathan Kornfeld's Salomon Brothers Experience January 1978 - May 1987
Job Partner at Patron Capital
Industry Financial Services
Experience
Patron Capital PresidentGMAC Institutional Advisors2004 - 2006
GMAC Commercial Mortgage 2001 - 2006
GMAC-RFC 2000 - 2002
Phoenix Finance Group, LLC January 1998 - May 2000
Lehman Brothers June 1987 - January 1997
Salomon Brothers January 1978 - May 1987
Skills
Structured Finance, Fixed Income, Securitization, Asset Managment, Financial Advisory, Portfolio Management, Strategic Leadership, Valuation, Financial Structuring, Mergers & Acquisitions, Asset Management, Loans, Restructuring, Swaps, Real Estate Economics, Venture Capital, Financial Services, Risk Management, Investment Properties, Investments, Mortgage Lending, Private Equity, Real Estate, Due Diligence, Financial Modeling, Banking, Trading, Investment Banking, Alternative Investments, Management, Corporate Finance, Joint Ventures, Capital Markets, Hedge Funds, Real Estate Financing, Corporate Governance, Real Estate Development, Mezzanine, Finance, Securities, Equities, CMBS
Education
Cornell University - S.C. Johnson Graduate School of Management 1976 — 1978
Master of Business Administration (MBA), Finance, General
The George Washington University 1971 — 1975
BA, Political Science
New York University
Center for Global Affairs
Patron Capital PresidentGMAC Institutional Advisors2004 - 2006
GMAC Commercial Mortgage 2001 - 2006
GMAC-RFC 2000 - 2002
Phoenix Finance Group, LLC January 1998 - May 2000
Lehman Brothers June 1987 - January 1997
Salomon Brothers January 1978 - May 1987
Skills
Structured Finance, Fixed Income, Securitization, Asset Managment, Financial Advisory, Portfolio Management, Strategic Leadership, Valuation, Financial Structuring, Mergers & Acquisitions, Asset Management, Loans, Restructuring, Swaps, Real Estate Economics, Venture Capital, Financial Services, Risk Management, Investment Properties, Investments, Mortgage Lending, Private Equity, Real Estate, Due Diligence, Financial Modeling, Banking, Trading, Investment Banking, Alternative Investments, Management, Corporate Finance, Joint Ventures, Capital Markets, Hedge Funds, Real Estate Financing, Corporate Governance, Real Estate Development, Mezzanine, Finance, Securities, Equities, CMBS
Education
Cornell University - S.C. Johnson Graduate School of Management 1976 — 1978
Master of Business Administration (MBA), Finance, General
The George Washington University 1971 — 1975
BA, Political Science
New York University
Center for Global Affairs
Pat Yeh Pat Yeh's Salomon Brothers Experience 1993 - 1995
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley October 2011 - January 2014
AllianceBernstein December 1997 - October 2011
AllianceBernstein 1996 - 1997
Salomon Brothers 1993 - 1995
Salomon Brothers 1991 - 1992
Salomon Brothers 1989 - 1990
IBM 1987 - 1988
Skills
Fixed Income, Managerial Finance, Forecasting, Vendor Management, Management, Finance, Procurement, Equities, Business Planning, Budgets, Analysis, Project Planning, Sourcing, Internal Controls
Education
Cornell University
BS
New York University - Leonard N. Stern School of Business
MBA
Morgan Stanley January 2014 - Present
Morgan Stanley October 2011 - January 2014
AllianceBernstein December 1997 - October 2011
AllianceBernstein 1996 - 1997
Salomon Brothers 1993 - 1995
Salomon Brothers 1991 - 1992
Salomon Brothers 1989 - 1990
IBM 1987 - 1988
Skills
Fixed Income, Managerial Finance, Forecasting, Vendor Management, Management, Finance, Procurement, Equities, Business Planning, Budgets, Analysis, Project Planning, Sourcing, Internal Controls
Education
Cornell University
BS
New York University - Leonard N. Stern School of Business
MBA
Randy Brown Randy Brown's Salomon Brothers Experience July 1986 - March 1994
Job Managing Director at Deutsche Asset Management
Industry Capital Markets
Experience
Deutsche Asset Management August 2007 - Present
BlackRock 1999 - 2007
Morgan Stanley 1994 - 1998
Salomon Brothers July 1986 - March 1994
Skills
Asset Management, Trading, Fixed Income, Alternative Investments, Equities, Bloomberg, Investment Management, Hedge Funds, Investment Banking, Derivatives, Asset Managment, Financial Modeling, Investments, Private Equity, Portfolio Management, Valuation, Capital Markets, Asset Allocation
Education
Cornell University - Johnson Graduate School of Management 1985 — 1986
MBA, Finance
Cornell University 1984 — 1985
M Eng-EE
Cornell University 1980 — 1984
BS-EE, Bio-Medical Engineering
Deutsche Asset Management August 2007 - Present
BlackRock 1999 - 2007
Morgan Stanley 1994 - 1998
Salomon Brothers July 1986 - March 1994
Skills
Asset Management, Trading, Fixed Income, Alternative Investments, Equities, Bloomberg, Investment Management, Hedge Funds, Investment Banking, Derivatives, Asset Managment, Financial Modeling, Investments, Private Equity, Portfolio Management, Valuation, Capital Markets, Asset Allocation
Education
Cornell University - Johnson Graduate School of Management 1985 — 1986
MBA, Finance
Cornell University 1984 — 1985
M Eng-EE
Cornell University 1980 — 1984
BS-EE, Bio-Medical Engineering
Ray Redlingshafer Ray Redlingshafer's Salomon Brothers Experience January 1999 - December 2001
Job Senior Managing Director, CLAYTON HOLDINGS, LLC
Industry Financial Services
Experience
CLAYTON HOLDINGS, LLC January 2010 - Present
CYS Investments, a public Mortgage REIT (CYS) 2005 - Present
Pentalpha Capital 2006 - January 2010
New York Mortgage Trust 2003 - September 2006
Salomon Brothers January 1999 - December 2001
Freddie Mac 1995 - 1998
UBS/Paine Webber January 1988 - February 1996
Goldman Sachs 1983 - 1988
Skills
Board of Directors, Capital Markets, Portfolio Management, Fixed Income, Investments, Board of Director..., Board Development, Valuation, Mortgage Lending, MBS, Executive Mgmt, Loans, Trading, Equities, Securitization, Securities, Finance, Start-ups, Entrepreneurship, New Business Development, Private Equity, REIT Founder & President
Education
Creighton University School of Law
J.D./ M.B.A., Corporate Law, Bankruptcy, Finance
Creighton University Graduate School Of Business
M.B.A., Banking, Corporate, Finance, and Securities Law
Creighton University College of Business Administration
FINANCE, FINANCE
CLAYTON HOLDINGS, LLC January 2010 - Present
CYS Investments, a public Mortgage REIT (CYS) 2005 - Present
Pentalpha Capital 2006 - January 2010
New York Mortgage Trust 2003 - September 2006
Salomon Brothers January 1999 - December 2001
Freddie Mac 1995 - 1998
UBS/Paine Webber January 1988 - February 1996
Goldman Sachs 1983 - 1988
Skills
Board of Directors, Capital Markets, Portfolio Management, Fixed Income, Investments, Board of Director..., Board Development, Valuation, Mortgage Lending, MBS, Executive Mgmt, Loans, Trading, Equities, Securitization, Securities, Finance, Start-ups, Entrepreneurship, New Business Development, Private Equity, REIT Founder & President
Education
Creighton University School of Law
J.D./ M.B.A., Corporate Law, Bankruptcy, Finance
Creighton University Graduate School Of Business
M.B.A., Banking, Corporate, Finance, and Securities Law
Creighton University College of Business Administration
FINANCE, FINANCE
Jean Pappalardo's Salomon Brothers Experience 1984 - 1988
Job Curriculum, Instruction, & Assessment
Industry Education Management
Experience
E2CCB August 2013 - September 2014
Iroquois Central School District September 2001 - July 2013
Nardin Academy September 2000 - June 2001
Hewitt Associates 1988 - 1990
Salomon Brothers 1984 - 1988
Skills
Curriculum Advisement, Curriculum,..., Instructional Design, Teacher Training,..., Common Core State..., New York State..., Teaching 9-12 English, Academic Tutoring, Secondary Education, Writing, Editing, Adult Education, Program Development, Instructional Technology, Organizational..., Educational Leadership, Public Speaking
Education
Saint Bonaventure University 2009 — 2011
SBL, Educational Leadership and Administration
D'Youville College 1998 — 2000
MS, Secondary Education - English
Syracuse University 1979 — 1983
BA, Economics
E2CCB August 2013 - September 2014
Iroquois Central School District September 2001 - July 2013
Nardin Academy September 2000 - June 2001
Hewitt Associates 1988 - 1990
Salomon Brothers 1984 - 1988
Skills
Curriculum Advisement, Curriculum,..., Instructional Design, Teacher Training,..., Common Core State..., New York State..., Teaching 9-12 English, Academic Tutoring, Secondary Education, Writing, Editing, Adult Education, Program Development, Instructional Technology, Organizational..., Educational Leadership, Public Speaking
Education
Saint Bonaventure University 2009 — 2011
SBL, Educational Leadership and Administration
D'Youville College 1998 — 2000
MS, Secondary Education - English
Syracuse University 1979 — 1983
BA, Economics
Partho S. Ghosh's Salomon Brothers Experience August 1989 - September 1991
Job
Industry Management Consulting
Experience
PricewaterhouseCoopers LLP Consulting 2013 - 2015
Willis Financial Products 2008 - June 2012
Marsh & McLennan Companies 2002 - 2007
Enron Capital & Trade August 1998 - December 2001
JPMorgan Chase May 1997 - September 1997
Donaldson, Lufkin & Jenrette January 1994 - April 1995
Credit Suisse Financial Products October 1991 - February 1993
Salomon Brothers August 1989 - September 1991
Skills
Derivatives, Risk Management, Hedging, Structured Products, Financial Risk, Capital Markets, Portfolio Management, Commodity, Structured Finance, Trading, Financial Services, Insurance, Banking, Investment Banking, Equities, Fixed Income, Strategy, Finance, Securities, Equity Derivatives, Financial Modeling, Underwriting, Investments, Credit Risk
Education
Cornell University - Johnson Graduate School of Management 1996 — 1998
M.B.A. Degree, Finance
University of Cambridge
M.Phil. Degree, International Monetary Economics
McGill University
B.A. Degree - Joint Honors, Economics & Political Science
St. George's School of Montreal
PricewaterhouseCoopers LLP Consulting 2013 - 2015
Willis Financial Products 2008 - June 2012
Marsh & McLennan Companies 2002 - 2007
Enron Capital & Trade August 1998 - December 2001
JPMorgan Chase May 1997 - September 1997
Donaldson, Lufkin & Jenrette January 1994 - April 1995
Credit Suisse Financial Products October 1991 - February 1993
Salomon Brothers August 1989 - September 1991
Skills
Derivatives, Risk Management, Hedging, Structured Products, Financial Risk, Capital Markets, Portfolio Management, Commodity, Structured Finance, Trading, Financial Services, Insurance, Banking, Investment Banking, Equities, Fixed Income, Strategy, Finance, Securities, Equity Derivatives, Financial Modeling, Underwriting, Investments, Credit Risk
Education
Cornell University - Johnson Graduate School of Management 1996 — 1998
M.B.A. Degree, Finance
University of Cambridge
M.Phil. Degree, International Monetary Economics
McGill University
B.A. Degree - Joint Honors, Economics & Political Science
St. George's School of Montreal
Doug Jones, CFA, FRM Doug Jones, CFA, FRM's Salomon Brothers Experience 1986 - 1989
Job Structured Credit at Candlewood Investment Group, LP
Industry Financial Services
Experience
Candlewood Investment Group, LP January 2012 - Present
Maxim Capital LLC June 2006 - December 2011
Bear Stearns Asset Management 1994 - 2006
MetLife 1991 - 1994
Salomon Brothers 1986 - 1989
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance, International Business
Denison University 1981 — 1985
BA, Economics
Candlewood Investment Group, LP January 2012 - Present
Maxim Capital LLC June 2006 - December 2011
Bear Stearns Asset Management 1994 - 2006
MetLife 1991 - 1994
Salomon Brothers 1986 - 1989
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance, International Business
Denison University 1981 — 1985
BA, Economics
Howard M. Kerbel Howard M. Kerbel's Salomon Brothers Experience March 1997 - May 1999
Job Managing Director, Global Head of Risk Management, Investor Services at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 2013 - Present
Brown Brothers Harriman March 2008 - October 2013
Merrill Lynch May 2000 - February 2008
Citi May 1999 - May 2000
Salomon Brothers March 1997 - May 1999
PwC August 1982 - March 1997
Skills
Internal Audit, Risk Management, Not for Profit, External Audit, CPA
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance, International Business
University of Virginia 1978 — 1982
BS, Commerce (Accounting)
Brown Brothers Harriman October 2013 - Present
Brown Brothers Harriman March 2008 - October 2013
Merrill Lynch May 2000 - February 2008
Citi May 1999 - May 2000
Salomon Brothers March 1997 - May 1999
PwC August 1982 - March 1997
Skills
Internal Audit, Risk Management, Not for Profit, External Audit, CPA
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance, International Business
University of Virginia 1978 — 1982
BS, Commerce (Accounting)
Charlie Boucher Charlie Boucher's Salomon Brothers Experience 1986 - 1991
Job Financial Services CIO / IT Executive
Industry Information Technology and Services
Experience
Archdiocese of Newark 2007 - Present
US Securities and Exchange Commission 2008 - 2010
Morgan Stanley 2005 - 2008
Standard & Poor's 1997 - 2004
Business Engine Software 2000 - 2003
Morgan Stanley 1991 - 1997
Salomon Brothers 1986 - 1991
Chase Manhattan 1980 - 1986
The New York Times 1979 - 1980
US Army 1970 - 1973
Education
Columbia University - Columbia Business School
MBA, Finance & Accounting
Rutgers University
BS, Management
Archdiocese of Newark 2007 - Present
US Securities and Exchange Commission 2008 - 2010
Morgan Stanley 2005 - 2008
Standard & Poor's 1997 - 2004
Business Engine Software 2000 - 2003
Morgan Stanley 1991 - 1997
Salomon Brothers 1986 - 1991
Chase Manhattan 1980 - 1986
The New York Times 1979 - 1980
US Army 1970 - 1973
Education
Columbia University - Columbia Business School
MBA, Finance & Accounting
Rutgers University
BS, Management
Sahar Elhabashi Sahar Elhabashi's Salomon Brothers Experience 1985 - 1987
Job COO Entertainment at Conde Nast
Industry Entertainment
Experience
Conde Nast April 2012 - Present
TelecityGroup May 2011 - March 2013
Discovery Communications September 2007 - September 2010
MTV Networks 1992 - 2007
The Boston Consulting Group 1989 - 1992
Salomon Brothers 1985 - 1987
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance and Marketing
Massachusetts Institute of Technology 1981 — 1985
BS, Economics
Conde Nast April 2012 - Present
TelecityGroup May 2011 - March 2013
Discovery Communications September 2007 - September 2010
MTV Networks 1992 - 2007
The Boston Consulting Group 1989 - 1992
Salomon Brothers 1985 - 1987
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance and Marketing
Massachusetts Institute of Technology 1981 — 1985
BS, Economics
Tsuneo Fujiwara Tsuneo Fujiwara's Salomon Brothers Experience June 1989 - December 1991
Job PMO Lead for Asset Management Operations at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2013 - Present
UBS September 2010 - June 2013
Citihub Inc. May 2006 - June 2013
Sunstar, Inc. April 2003 - May 2006
BearingPoint Inc. (KPMG) April 1996 - March 2003
Lazard Freres & Co LLC August 1992 - May 1996
Salomon Brothers June 1989 - December 1991
Skills
Program Management, Vendor Management, Staff Development, Management Consulting, Risk Management, Strategic Planning, Business Analysis, IT Strategy, Business Transformation, Integration, Change Management, Cloud Computing, Enterprise Architecture, Data Center, Process Improvement, Product Development, Mergers, Business Management, Product Strategy, Product Management, Banking, Consultancy, Process Engineering, Portfolio Management, PMO, Team Leadership, Service Delivery, Business Process..., ITIL, Software Development, Customer Relations, Team Building, Architecture, Business Strategy, Outsourcing, Project Portfolio..., Offshoring, IT Governance, Agile, SDLC, Business Intelligence, Risk, IT Transformation, IT Management, Governance, Management, Project Management, Mergers & Acquisitions, Infrastructure, CRM
Education
Massachusetts Institute of Technology 1987 — 1989
Master of Science
Columbia University in the City of New York 1983 — 1987
B.S.
JPMorgan Chase June 2013 - Present
UBS September 2010 - June 2013
Citihub Inc. May 2006 - June 2013
Sunstar, Inc. April 2003 - May 2006
BearingPoint Inc. (KPMG) April 1996 - March 2003
Lazard Freres & Co LLC August 1992 - May 1996
Salomon Brothers June 1989 - December 1991
Skills
Program Management, Vendor Management, Staff Development, Management Consulting, Risk Management, Strategic Planning, Business Analysis, IT Strategy, Business Transformation, Integration, Change Management, Cloud Computing, Enterprise Architecture, Data Center, Process Improvement, Product Development, Mergers, Business Management, Product Strategy, Product Management, Banking, Consultancy, Process Engineering, Portfolio Management, PMO, Team Leadership, Service Delivery, Business Process..., ITIL, Software Development, Customer Relations, Team Building, Architecture, Business Strategy, Outsourcing, Project Portfolio..., Offshoring, IT Governance, Agile, SDLC, Business Intelligence, Risk, IT Transformation, IT Management, Governance, Management, Project Management, Mergers & Acquisitions, Infrastructure, CRM
Education
Massachusetts Institute of Technology 1987 — 1989
Master of Science
Columbia University in the City of New York 1983 — 1987
B.S.
Raj Chatterjea Raj Chatterjea's Salomon Brothers Experience 1994 - 1999
Job Chief Financial Officer and Board Member at Blood Purification Technologies and Get Credit Healthy
Industry Financial Services
Experience
Get Credit Healthy January 2012 - Present
Blood Purification Technologies Inc January 2012 - Present
Sapient Corporation January 2003 - December 2012
Wasserstein Perella January 1999 - December 2002
Salomon Brothers 1994 - 1999
Skills
Senior Management, New business generation, Sales, Restructuring, Lead teams, Transaction origination..., Global experiance, Academic excellence
Education
Columbia Business School 1993 — 1995
MBA, Business
London School of Economics and Political Science 1982 — 1985
BSc, Economics
Get Credit Healthy January 2012 - Present
Blood Purification Technologies Inc January 2012 - Present
Sapient Corporation January 2003 - December 2012
Wasserstein Perella January 1999 - December 2002
Salomon Brothers 1994 - 1999
Skills
Senior Management, New business generation, Sales, Restructuring, Lead teams, Transaction origination..., Global experiance, Academic excellence
Education
Columbia Business School 1993 — 1995
MBA, Business
London School of Economics and Political Science 1982 — 1985
BSc, Economics
Sam Hirsch Sam Hirsch's Salomon Brothers Experience 1994 - 1995
Job Principal, Richard Marshall Fine Flooring, Inc.
Industry Financial Services
Experience
Richard Marshall Fine Flooring, Inc. 2005 - Present
XRoads Solutions Group 2011 - 2012
The Blackstone Group 1999 - 2005
Quarterdeck Investment Partners, Inc. 1995 - 1997
Salomon Brothers 1994 - 1995
Skills
Restructuring, Mergers & Acquisitions, Due Diligence, Private Equity, Valuation, Investment Banking, Corporate Finance, Mergers, Debt Restructuring, Finance, Financial Advisory, Business Valuation, Bankruptcy, Chapter 11, LBO, Divestitures, Financial Modeling, Financial Analysis, Leveraged Finance, Acquisitions, Turn Around Management, Special Situations, Middle Market, Private Companies, Reorganization, Business Planning, Debt, Sell Side, Public Companies, Buy-side, Securities, Recapitalizations, Managerial Finance, Quantitative Finance, Financial Accounting, Financial Reporting, Financial Structuring, Corporate Development, Flooring, Hardwood Flooring
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
University of California, Los Angeles 1990 — 1994
BA, Business Economics
Richard Marshall Fine Flooring, Inc. 2005 - Present
XRoads Solutions Group 2011 - 2012
The Blackstone Group 1999 - 2005
Quarterdeck Investment Partners, Inc. 1995 - 1997
Salomon Brothers 1994 - 1995
Skills
Restructuring, Mergers & Acquisitions, Due Diligence, Private Equity, Valuation, Investment Banking, Corporate Finance, Mergers, Debt Restructuring, Finance, Financial Advisory, Business Valuation, Bankruptcy, Chapter 11, LBO, Divestitures, Financial Modeling, Financial Analysis, Leveraged Finance, Acquisitions, Turn Around Management, Special Situations, Middle Market, Private Companies, Reorganization, Business Planning, Debt, Sell Side, Public Companies, Buy-side, Securities, Recapitalizations, Managerial Finance, Quantitative Finance, Financial Accounting, Financial Reporting, Financial Structuring, Corporate Development, Flooring, Hardwood Flooring
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
University of California, Los Angeles 1990 — 1994
BA, Business Economics
Miriam Schulman Miriam Schulman's Salomon Brothers Experience 1992 - 1996
Job owner, artist, ecommerce marketer, artentrepreneur.
Industry Fine Art
Experience
Tappan Z Art Gallery July 2010 - Present
Blueberry Music and Art House March 2010 - Present
Art & Lease 2008 - Present
Connecticut Society of Portrait Artists 2006 - Present
www.MiriamSchulmanStudio.com December 2000 - Present
www.SchulmanArt.com 2000 - Present
Scarsdale Art Association January 1999 - Present
JWM Partners 1999 - 2000
Long Term Capital Management 1996 - 2000
Salomon Brothers 1992 - 1996
Skills
Fine Art, Portraits, Watercolor, Social Media, Blogging, Painting, Drawing, Mixed Media, Arts, Illustration, Teaching, Art Education, Web Design, Advertising, Promotions, Marketing Strategy, Art History, Excel, Customer Service, Microsoft Office, Art, Galleries, Figurative Art, Commissioned Art, Visual Arts, Studio Art, Contemporary Art, Acrylic
Education
Massachusetts Institute of Technology 1991 — 1992
Masters of Science
Dartmouth College 1986 — 1990
BA, Art History, Engineering Science
Teaneck High School 1983 — 1986
Tappan Z Art Gallery July 2010 - Present
Blueberry Music and Art House March 2010 - Present
Art & Lease 2008 - Present
Connecticut Society of Portrait Artists 2006 - Present
www.MiriamSchulmanStudio.com December 2000 - Present
www.SchulmanArt.com 2000 - Present
Scarsdale Art Association January 1999 - Present
JWM Partners 1999 - 2000
Long Term Capital Management 1996 - 2000
Salomon Brothers 1992 - 1996
Skills
Fine Art, Portraits, Watercolor, Social Media, Blogging, Painting, Drawing, Mixed Media, Arts, Illustration, Teaching, Art Education, Web Design, Advertising, Promotions, Marketing Strategy, Art History, Excel, Customer Service, Microsoft Office, Art, Galleries, Figurative Art, Commissioned Art, Visual Arts, Studio Art, Contemporary Art, Acrylic
Education
Massachusetts Institute of Technology 1991 — 1992
Masters of Science
Dartmouth College 1986 — 1990
BA, Art History, Engineering Science
Teaneck High School 1983 — 1986
Georgia VanDyke Georgia VanDyke's Salomon Brothers Experience January 1995 - February 1996
Job President, Georgia VanDyke Consulting
Industry Management Consulting
Experience
Georgia VanDyke Consulting January 2007 - Present
TruthCo. April 2012 - August 2015
Booz Allen Hamilton August 2000 - June 2002
Fidelity Investments February 1996 - January 1999
Salomon Brothers January 1995 - February 1996
Salomon Brothers July 1990 - January 1995
AMP Information Services Inc. 1989 - 1990
Skills
Management Consulting, Risk Management, Project Management, Strategy, Strategic Consulting, Account Management, Start-ups, Financial Accounting, Business Strategy, Operations Management, Program Management, Financial Analysis, Strategic Planning, Corporate Development, Financial Modeling, Budgets, Change Management, Business Development, Corporate Finance, Accounting, Analysis
Education
Columbia University - Columbia Business School 1999 — 2000
MBA
Georgetown University 1986 — 1990
BS Business Administration, International Finance
Georgia VanDyke Consulting January 2007 - Present
TruthCo. April 2012 - August 2015
Booz Allen Hamilton August 2000 - June 2002
Fidelity Investments February 1996 - January 1999
Salomon Brothers January 1995 - February 1996
Salomon Brothers July 1990 - January 1995
AMP Information Services Inc. 1989 - 1990
Skills
Management Consulting, Risk Management, Project Management, Strategy, Strategic Consulting, Account Management, Start-ups, Financial Accounting, Business Strategy, Operations Management, Program Management, Financial Analysis, Strategic Planning, Corporate Development, Financial Modeling, Budgets, Change Management, Business Development, Corporate Finance, Accounting, Analysis
Education
Columbia University - Columbia Business School 1999 — 2000
MBA
Georgetown University 1986 — 1990
BS Business Administration, International Finance
Beth Rondeau Beth Rondeau's Salomon Brothers Experience June 1988 - June 1997
Job Director of Financial Administration at Research Engineering & Manufacturing Inc.
Industry Financial Services
Experience
Research Engineering & Manufacturing Inc. December 1997 - Present
Salomon Brothers June 1988 - June 1997
Skills
Microsoft Excel, Accounting, Budgets, Financial Analysis, Financial Reporting, Microsoft Office, Microsoft Word, Auditing, Strategic Financial..., Financial Accounting, Management, Business Planning, Banking, Credit, Corporate Finance, Sales, Product Development, Marketing Strategy, Purchasing
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
MBA, Accounting
Dartmouth College 1982 — 1986
BA, History and Economics
Research Engineering & Manufacturing Inc. December 1997 - Present
Salomon Brothers June 1988 - June 1997
Skills
Microsoft Excel, Accounting, Budgets, Financial Analysis, Financial Reporting, Microsoft Office, Microsoft Word, Auditing, Strategic Financial..., Financial Accounting, Management, Business Planning, Banking, Credit, Corporate Finance, Sales, Product Development, Marketing Strategy, Purchasing
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
MBA, Accounting
Dartmouth College 1982 — 1986
BA, History and Economics
Andrea Squibb Andrea Squibb's Salomon Brothers Experience July 1992 - February 1997
Job Hypnotherapist/ Guided Imagery Facilitator at Paradigm Malibu Treatment
Industry Health, Wellness and Fitness
Experience
Hypnotherapy and Wellness January 2010 - Present
Passages Malibu July 2013 - Present
Paradigm Malibu Treatment June 2014 - Present
Hidden Harbor Enterprises June 2003 - June 2012
Merrill Lynch May 2001 - July 2003
Salomon Brothers July 1992 - February 1997
Goldman Sachs August 1990 - July 1992
Skills
Smoking Cessation, Confidence Building, Insomnia, Hypnotherapy, Phobias, Hypnosis, Stress Reduction, Relaxation, Guided Imagery, Fertility, Grief Counseling, Weight Management, Life Coaching, CBT, Addiction Recovery, NLP, Holistic Health, Stress Management
Education
Connecticut College 1986 — 1990
BA, Economics, International Relations
Hypnosis Motivation Institute
Certified Hypnotherapist, Hypnotherapy
Hypnotherapy and Wellness January 2010 - Present
Passages Malibu July 2013 - Present
Paradigm Malibu Treatment June 2014 - Present
Hidden Harbor Enterprises June 2003 - June 2012
Merrill Lynch May 2001 - July 2003
Salomon Brothers July 1992 - February 1997
Goldman Sachs August 1990 - July 1992
Skills
Smoking Cessation, Confidence Building, Insomnia, Hypnotherapy, Phobias, Hypnosis, Stress Reduction, Relaxation, Guided Imagery, Fertility, Grief Counseling, Weight Management, Life Coaching, CBT, Addiction Recovery, NLP, Holistic Health, Stress Management
Education
Connecticut College 1986 — 1990
BA, Economics, International Relations
Hypnosis Motivation Institute
Certified Hypnotherapist, Hypnotherapy
Isabel Kallman Isabel Kallman's Salomon Brothers Experience January 1995 - July 1997
Job Founder & Chief, Alpha Mom
Industry Internet
Experience
Alpha Mom 2005 - Present
Salomon Smith Barney December 2002 - May 2003
Salomon Smith Barney July 1998 - December 2002
Credit Suisse First Boston July 1997 - July 1998
Salomon Brothers January 1995 - July 1997
Salomon Brothers July 1993 - January 1995
Skills
Social Media, Blogging, Social Media Marketing, Sales, CMS, International Equity..., Content Strategy, Web Content, Social Networking, Facebook, Copywriting, Advertising, Digital Media, Copy Editing, Online Advertising, Online Marketing, Digital Strategy, New Media, Creative Direction, SEO, WordPress, Content Management, Google Analytics, Content Development, Web Analytics, Digital Marketing
Education
Columbia University in the City of New York 1989 — 1993
Bachelor of Arts (B.A.), Political Science
Columbia University in the City of New York 1989 — 1993
Bachelor's degree, Political Science and Government
Alpha Mom 2005 - Present
Salomon Smith Barney December 2002 - May 2003
Salomon Smith Barney July 1998 - December 2002
Credit Suisse First Boston July 1997 - July 1998
Salomon Brothers January 1995 - July 1997
Salomon Brothers July 1993 - January 1995
Skills
Social Media, Blogging, Social Media Marketing, Sales, CMS, International Equity..., Content Strategy, Web Content, Social Networking, Facebook, Copywriting, Advertising, Digital Media, Copy Editing, Online Advertising, Online Marketing, Digital Strategy, New Media, Creative Direction, SEO, WordPress, Content Management, Google Analytics, Content Development, Web Analytics, Digital Marketing
Education
Columbia University in the City of New York 1989 — 1993
Bachelor of Arts (B.A.), Political Science
Columbia University in the City of New York 1989 — 1993
Bachelor's degree, Political Science and Government
Jonathan Wecker Jonathan Wecker's Salomon Brothers Experience 1992 - 1995
Job CEO, Allurion Technologies, Inc.
Industry Medical Devices
Experience
Allurion Techlologies, Inc. June 2010 - Present
Performance Indicator LLC January 2010 - July 2010
AMERICAN INSTITUTE OF GASTRIC BANDING d/b/a TRUE RESULTS January 2008 - September 2009
COALTEK, INC. 2006 - 2007
BAIN CAPITAL / SANKATY 1999 - 2006
BOSTON CONSULTING GROUP 1997 - 1999
Salomon Brothers 1992 - 1995
Education
Harvard Business School 1995 — 1997
Masters Degree, Business Administration
Cornell University 1988 — 1992
BA, Economics
Allurion Techlologies, Inc. June 2010 - Present
Performance Indicator LLC January 2010 - July 2010
AMERICAN INSTITUTE OF GASTRIC BANDING d/b/a TRUE RESULTS January 2008 - September 2009
COALTEK, INC. 2006 - 2007
BAIN CAPITAL / SANKATY 1999 - 2006
BOSTON CONSULTING GROUP 1997 - 1999
Salomon Brothers 1992 - 1995
Education
Harvard Business School 1995 — 1997
Masters Degree, Business Administration
Cornell University 1988 — 1992
BA, Economics
Jay Beyda Jay Beyda's Salomon Brothers Experience September 1986 - October 1987
Job Financial Services Technology Professional
Industry Financial Services
Experience
Consultant July 2013 - Present
Kurt Salmon Associates August 2010 - December 2012
Citi Global Wealth Management April 2006 - September 2008
Banc of America Securities August 2002 - April 2006
Lehman Brothers November 1999 - February 2001
Morgan Stanley April 1996 - November 1999
Bankers Trust July 1995 - April 1996
Kidder Peabody October 1987 - June 1995
Salomon Brothers September 1986 - October 1987
Merrill Lynch December 1983 - September 1986
Skills
Investment Banking, Capital Markets, Fixed Income, Equities, Derivatives, Risk Management, Trading Systems, IT Strategy, Hedge Funds, Business Analysis, Portfolio Management, Prime Brokerage, SDLC, Financial Risk, Electronic Trading, Program Management, Enterprise Architecture, PMO, Market Risk, Software Development, Management Consulting, Finance, Vendor Management, Management, CRM, Wealth Management, Equity Derivatives, Back Office, Project Portfolio..., Middle Office, FX Options, Options, Financial Markets, Credit Derivatives, Securities, Interest Rate..., Financial Services, Consulting
Education
Columbia University in the City of New York 1974 — 1978
BS, Computer Science
Consultant July 2013 - Present
Kurt Salmon Associates August 2010 - December 2012
Citi Global Wealth Management April 2006 - September 2008
Banc of America Securities August 2002 - April 2006
Lehman Brothers November 1999 - February 2001
Morgan Stanley April 1996 - November 1999
Bankers Trust July 1995 - April 1996
Kidder Peabody October 1987 - June 1995
Salomon Brothers September 1986 - October 1987
Merrill Lynch December 1983 - September 1986
Skills
Investment Banking, Capital Markets, Fixed Income, Equities, Derivatives, Risk Management, Trading Systems, IT Strategy, Hedge Funds, Business Analysis, Portfolio Management, Prime Brokerage, SDLC, Financial Risk, Electronic Trading, Program Management, Enterprise Architecture, PMO, Market Risk, Software Development, Management Consulting, Finance, Vendor Management, Management, CRM, Wealth Management, Equity Derivatives, Back Office, Project Portfolio..., Middle Office, FX Options, Options, Financial Markets, Credit Derivatives, Securities, Interest Rate..., Financial Services, Consulting
Education
Columbia University in the City of New York 1974 — 1978
BS, Computer Science
Ashok Gangolli Ashok Gangolli's Salomon Brothers Experience August 1993 - April 1995
Job Founder / Principal at Gramercy Consulting Group LLC
Industry Investment Management
Experience
Gramercy Consulting Group LLC March 2008 - Present
Calyon October 2007 - February 2008
Citigroup August 2003 - 2007
UBS July 2001 - July 2002
JP Morgan May 1995 - May 2001
Salomon Brothers August 1993 - April 1995
Baring Securities February 1992 - December 1992
Transamerica 1987 - 1989
Skills
Portfolio Management, FX Options, Due Diligence, Risk Management, Rates, Tactical Asset..., Hedge Funds, Alternative Investments, Fixed Income, Derivatives, Equities, Capital Markets, Asset Managment, Structured Products, Investments, Asset Management, Strategy, Bonds, Commodity, Hedging, Structured Finance, Fund Of Funds, Investment Management, Venture Capital, Financial Risk, Swaps, Banking, Currency
Education
The University of Chicago Booth School of Business 1990 — 1993
MBA, Finance and Accounting
Dartmouth College 1983 — 1987
BA, Mathematics
Gramercy Consulting Group LLC March 2008 - Present
Calyon October 2007 - February 2008
Citigroup August 2003 - 2007
UBS July 2001 - July 2002
JP Morgan May 1995 - May 2001
Salomon Brothers August 1993 - April 1995
Baring Securities February 1992 - December 1992
Transamerica 1987 - 1989
Skills
Portfolio Management, FX Options, Due Diligence, Risk Management, Rates, Tactical Asset..., Hedge Funds, Alternative Investments, Fixed Income, Derivatives, Equities, Capital Markets, Asset Managment, Structured Products, Investments, Asset Management, Strategy, Bonds, Commodity, Hedging, Structured Finance, Fund Of Funds, Investment Management, Venture Capital, Financial Risk, Swaps, Banking, Currency
Education
The University of Chicago Booth School of Business 1990 — 1993
MBA, Finance and Accounting
Dartmouth College 1983 — 1987
BA, Mathematics
Alan McMichael Alan McMichael's Salomon Brothers Experience 1991 - 1998
Job Technical Lead, Fixed Income Risk and Porfolio Services at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds November 2009 - Present
Citi 1999 - 2009
Salomon Brothers 1991 - 1998
AT&T Bell Laboratories January 1990 - August 1991
Skills
Vendor Management, Trading Systems, Fixed Income, Capital Markets, Equities, SDLC, Trading, Derivatives, Electronic Trading, Market Data
Education
Cornell University
B.A., Mathematics, Philosophy (dual major)
Five-College PhD Program - University of Massachusetts, Amherst
Ph. D., Philosophy of Mathematics
OppenheimerFunds November 2009 - Present
Citi 1999 - 2009
Salomon Brothers 1991 - 1998
AT&T Bell Laboratories January 1990 - August 1991
Skills
Vendor Management, Trading Systems, Fixed Income, Capital Markets, Equities, SDLC, Trading, Derivatives, Electronic Trading, Market Data
Education
Cornell University
B.A., Mathematics, Philosophy (dual major)
Five-College PhD Program - University of Massachusetts, Amherst
Ph. D., Philosophy of Mathematics
Jeff Vilensky Jeff Vilensky's Salomon Brothers Experience January 1989 - January 1996
Job Certified Career Transition & Business Coaching / Consulting
Industry Professional Training & Coaching
Experience
Broadway Bodies January 2009 - Present
JaVilen Group October 2008 - Present
The Corcoran Group - Hamptons January 2005 - November 2009
Bear Stearns 1997 - 2003
Salomon Brothers January 1989 - January 1996
Education
CTI - Coaches Training Institute 2008 — 2009
CPCC, Co-Active Coach
New York University - Leonard N. Stern School of Business 1993 — 1995
Masters, Finance, International Business
Drexel University - LeBow College of Business 1984 — 1989
BS, Finance / Information Systems
Broadway Bodies January 2009 - Present
JaVilen Group October 2008 - Present
The Corcoran Group - Hamptons January 2005 - November 2009
Bear Stearns 1997 - 2003
Salomon Brothers January 1989 - January 1996
Education
CTI - Coaches Training Institute 2008 — 2009
CPCC, Co-Active Coach
New York University - Leonard N. Stern School of Business 1993 — 1995
Masters, Finance, International Business
Drexel University - LeBow College of Business 1984 — 1989
BS, Finance / Information Systems
Sally Staley Sally Staley's Salomon Brothers Experience 1981 - 1985
Job
Industry Investment Management
Experience
Case Western Reserve University January 2002 - Present
PricewaterhouseCoopers 1999 - 2001
State of Wisconsin Investment Board 1989 - 1995
Merrill Lynch 1986 - 1989
Salomon Brothers 1981 - 1985
Skills
Alternative Investments, Fundraising, Endowments, Asset Allocation, Hedge Funds, Private Equity, Investments, Investment Management, Fixed Income, Financial Modeling, Asset Managment, Portfolio Management, Asset Management, Capital Markets, Risk Management, Mergers & Acquisitions, Venture Capital, Due Diligence, Start-ups, Investment Advisory, Equities, Valuation, Investment Strategies
Education
Columbia University - School of International and Public Affairs 1978 — 1980
MIA
The College of Wooster 1974 — 1978
BA
Case Western Reserve University January 2002 - Present
PricewaterhouseCoopers 1999 - 2001
State of Wisconsin Investment Board 1989 - 1995
Merrill Lynch 1986 - 1989
Salomon Brothers 1981 - 1985
Skills
Alternative Investments, Fundraising, Endowments, Asset Allocation, Hedge Funds, Private Equity, Investments, Investment Management, Fixed Income, Financial Modeling, Asset Managment, Portfolio Management, Asset Management, Capital Markets, Risk Management, Mergers & Acquisitions, Venture Capital, Due Diligence, Start-ups, Investment Advisory, Equities, Valuation, Investment Strategies
Education
Columbia University - School of International and Public Affairs 1978 — 1980
MIA
The College of Wooster 1974 — 1978
BA
Michael Clare's Salomon Brothers Experience 1996 - 1997
Job Senior Applications Engineer at Tata Consultancy Services (TCS)
Industry Computer Software
Experience
Tata Consultancy Services (TCS) October 2012 - Present
William E. Wecker Associates, Inc. 2010 - 2011
QRX Group 2004 - 2009
Countrywide Securities Corporation 2002 - 2003
University of Michigan Business School 1998 - 2000
Prudential Securities 1997 - 1998
Salomon Brothers 1996 - 1997
Merrill Lynch 1995 - 1996
Hudson Capital Group 1994 - 1995
Skills
R, SAS, SQL, Data Analysis, MapReduce, Statistics, Hadoop, Hive, Unix, Forecasting, Java, Linux, Perl, SAS Macro, S-Plus, C, C++, Fortran, Regression Analysis, Survival Analysis, MBS, ABS, Applied Mathematics, Probability, Tableau, Teradata, GLM
Education
Columbia University in the City of New York 1993 — 1994
MA, Statistics
University of Michigan 1989 — 1993
BS, Mathematics, Statistics
Andover High School 1985 — 1989
High School Diploma
Tata Consultancy Services (TCS) October 2012 - Present
William E. Wecker Associates, Inc. 2010 - 2011
QRX Group 2004 - 2009
Countrywide Securities Corporation 2002 - 2003
University of Michigan Business School 1998 - 2000
Prudential Securities 1997 - 1998
Salomon Brothers 1996 - 1997
Merrill Lynch 1995 - 1996
Hudson Capital Group 1994 - 1995
Skills
R, SAS, SQL, Data Analysis, MapReduce, Statistics, Hadoop, Hive, Unix, Forecasting, Java, Linux, Perl, SAS Macro, S-Plus, C, C++, Fortran, Regression Analysis, Survival Analysis, MBS, ABS, Applied Mathematics, Probability, Tableau, Teradata, GLM
Education
Columbia University in the City of New York 1993 — 1994
MA, Statistics
University of Michigan 1989 — 1993
BS, Mathematics, Statistics
Andover High School 1985 — 1989
High School Diploma
Fraser Marcus Fraser Marcus's Salomon Brothers Experience November 1979 - June 1992
Job at Southeastern Asset Management
Industry Investment Management
Experience
Southeastern Asset Management July 2010 - Present
Dartmouth Capital Partners Inc September 2009 - August 2010
Lehman Brothers October 2007 - September 2009
Dartmouth Capital Partners LLP November 2004 - October 2007
ING Barings Limited November 1999 - June 2004
The Chief Executive Partnerships Limited September 1993 - September 1999
Salomon Brothers November 1979 - June 1992
Manufacturers Hanover Trust July 1976 - October 1979
Skills
Fixed Income, Equities, Portfolio Management, Capital Markets, Investment Banking, Private Equity, Asset Allocation, Asset Management, Strategic Planning, Marketing Strategy, Sales Management, global wealth management, cross border mergers..., Hedge Funds, Equity Capital Markets, Venture Capital, Derivatives, Alternative Investments, Asset Managment, Emerging Markets, Financial Modeling, Investments, Strategy
Education
Dartmouth College 1972 — 1976
BA, English, Math
St Mark's School of Texas
Southeastern Asset Management July 2010 - Present
Dartmouth Capital Partners Inc September 2009 - August 2010
Lehman Brothers October 2007 - September 2009
Dartmouth Capital Partners LLP November 2004 - October 2007
ING Barings Limited November 1999 - June 2004
The Chief Executive Partnerships Limited September 1993 - September 1999
Salomon Brothers November 1979 - June 1992
Manufacturers Hanover Trust July 1976 - October 1979
Skills
Fixed Income, Equities, Portfolio Management, Capital Markets, Investment Banking, Private Equity, Asset Allocation, Asset Management, Strategic Planning, Marketing Strategy, Sales Management, global wealth management, cross border mergers..., Hedge Funds, Equity Capital Markets, Venture Capital, Derivatives, Alternative Investments, Asset Managment, Emerging Markets, Financial Modeling, Investments, Strategy
Education
Dartmouth College 1972 — 1976
BA, English, Math
St Mark's School of Texas
James Sauls James Sauls's Salomon Brothers Experience 1985 - 1990
Job Partner at Liquid Strategies, LLC
Industry Investment Management
Experience
Liquid Strategies, LLC March 2015 - Present
Agecroft Partners 2013 - February 2015
Calatrava Capital Management/Calatrava Securities September 2003 - April 2013
Fimat USA (Newedge) 2001 - 2003
Sanwa Futures USA 1991 - 2001
Salomon Brothers 1985 - 1990
Skills
Hedge Funds, Alternative Investments, Fixed Income, Investments, Trading, Securities, Investor Relations, Managed Futures, Fund Of Funds, Equities, Options, Capital Markets, Bloomberg, Financial Markets, Investment Management, Asset Allocation, Electronic Trading, Equity Trading, Derivatives, Structured Products, Bonds, Asset Management, Commodity, Equity Derivatives, Trading Strategies, Hedging, ETFs
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
University of Illinois at Urbana-Champaign
BS, Finance/Business
Liquid Strategies, LLC March 2015 - Present
Agecroft Partners 2013 - February 2015
Calatrava Capital Management/Calatrava Securities September 2003 - April 2013
Fimat USA (Newedge) 2001 - 2003
Sanwa Futures USA 1991 - 2001
Salomon Brothers 1985 - 1990
Skills
Hedge Funds, Alternative Investments, Fixed Income, Investments, Trading, Securities, Investor Relations, Managed Futures, Fund Of Funds, Equities, Options, Capital Markets, Bloomberg, Financial Markets, Investment Management, Asset Allocation, Electronic Trading, Equity Trading, Derivatives, Structured Products, Bonds, Asset Management, Commodity, Equity Derivatives, Trading Strategies, Hedging, ETFs
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
University of Illinois at Urbana-Champaign
BS, Finance/Business
Louis Margolis Louis Margolis's Salomon Brothers Experience 1979 - 1991
Job Managing Member at 12 Meter Management
Industry Investment Management
Experience
12 Meter Management January 1999 - Present
Salomon Brothers 1979 - 1991
Skills
Business Strategy, Investments, Sales
Education
Columbia University in the City of New York 1961 — 1965
Bachelor's degree, Economics
12 Meter Management January 1999 - Present
Salomon Brothers 1979 - 1991
Skills
Business Strategy, Investments, Sales
Education
Columbia University in the City of New York 1961 — 1965
Bachelor's degree, Economics
Prem K. Akkaraju's Salomon Brothers Experience September 1996 - December 1998
Job Chief Content Officer at SFX Entertainment, Inc
Industry Entertainment
Experience
SFX Entertainment, LLC January 2013 - Present
InterMedia Partners July 2009 - January 2012
Sanctuary Music Group January 2004 - July 2009
JPMorgan Entertainment Partners January 1999 - December 2003
Salomon Brothers September 1996 - December 1998
Skills
Content Development
Education
Columbia Business School 2002 — 2004
Master of Business Administration (MBA)
The University of New Mexico 1992 — 1996
Bachelor of Science (BS), Applied Mathematics & Economics (Double Major)
SFX Entertainment, LLC January 2013 - Present
InterMedia Partners July 2009 - January 2012
Sanctuary Music Group January 2004 - July 2009
JPMorgan Entertainment Partners January 1999 - December 2003
Salomon Brothers September 1996 - December 1998
Skills
Content Development
Education
Columbia Business School 2002 — 2004
Master of Business Administration (MBA)
The University of New Mexico 1992 — 1996
Bachelor of Science (BS), Applied Mathematics & Economics (Double Major)
Mike Pieza, AWMA®'s Salomon Brothers Experience July 1984 - March 1989
Job Supervision Supervisor at Cetera Advisors LLC
Industry Financial Services
Experience
Cetera Advisors LLC Supervision SupervisorCetera Advisors LLCMay 2008 - Present
Wealth Concepts LLC April 2005 - May 2008
Charles Schwab July 2000 - December 2003
U.S. Bank February 1999 - July 2000
Brokerage Administrators Corp. March 1997 - February 1999
Sunset Financial Services, Inc November 1994 - March 1997
Chicago Research & Trading Group, LTD March 1989 - January 1993
Salomon Brothers July 1984 - March 1989
Conti Commodities Services, Inc September 1980 - July 1984
A.G. Becker, Inc. July 1978 - September 1980
Skills
Series 24, Series 7, Series 8, Series 53, Series 4, Series 3, Series 31, Series 63, Series 66
Education
DePaul University
Illinois Institute of Technology
Cetera Advisors LLC Supervision SupervisorCetera Advisors LLCMay 2008 - Present
Wealth Concepts LLC April 2005 - May 2008
Charles Schwab July 2000 - December 2003
U.S. Bank February 1999 - July 2000
Brokerage Administrators Corp. March 1997 - February 1999
Sunset Financial Services, Inc November 1994 - March 1997
Chicago Research & Trading Group, LTD March 1989 - January 1993
Salomon Brothers July 1984 - March 1989
Conti Commodities Services, Inc September 1980 - July 1984
A.G. Becker, Inc. July 1978 - September 1980
Skills
Series 24, Series 7, Series 8, Series 53, Series 4, Series 3, Series 31, Series 63, Series 66
Education
DePaul University
Illinois Institute of Technology
Cindy Motz, CFA's Salomon Brothers Experience May 1992 - August 1992
Job Equity Research Analyst & Consultant
Industry Financial Services
Experience
Independent Consultant-Alternative Energy & Clean Tech July 2014 - Present
Cornerstone Capital Inc. January 2014 - Present
AllianceBernstein October 2012 - December 2012
Credit Suisse First Boston 1997 - 2002
Sandler Capital Management 1995 - 1997
Sanford C. Bernstein 1993 - 1995
Salomon Brothers May 1992 - August 1992
Skills
Financial Analysis, Equity Valuation, Financial Modeling, Equity Research, Industry Analysis, Private Equity, Competitive Analysis, Valuation, Writing, Sustainability, Environmental Science, Renewable Energy, Investment Banking, Analysis, Equities, Investor Relations, Due Diligence, Venture Capital, Capital Markets, Investments, Hedge Funds, Portfolio Management, Asset Management, Emerging Markets, Securities, Investment Management, Fixed Income, Mutual Funds, Investment Strategies, Bloomberg, Corporate Finance, Mergers & Acquisitions, Trading, Asset Allocation, Corporate Development, Derivatives, Financial Markets, Analytics, Finance, Strategy, Strategic Planning
Education
Harvard University 2007 — 2012
Masters in Liberal Arts, Environmental Management & Sustainability
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance & Accounting
University of Pennsylvania
BA, Economics & English
Independent Consultant-Alternative Energy & Clean Tech July 2014 - Present
Cornerstone Capital Inc. January 2014 - Present
AllianceBernstein October 2012 - December 2012
Credit Suisse First Boston 1997 - 2002
Sandler Capital Management 1995 - 1997
Sanford C. Bernstein 1993 - 1995
Salomon Brothers May 1992 - August 1992
Skills
Financial Analysis, Equity Valuation, Financial Modeling, Equity Research, Industry Analysis, Private Equity, Competitive Analysis, Valuation, Writing, Sustainability, Environmental Science, Renewable Energy, Investment Banking, Analysis, Equities, Investor Relations, Due Diligence, Venture Capital, Capital Markets, Investments, Hedge Funds, Portfolio Management, Asset Management, Emerging Markets, Securities, Investment Management, Fixed Income, Mutual Funds, Investment Strategies, Bloomberg, Corporate Finance, Mergers & Acquisitions, Trading, Asset Allocation, Corporate Development, Derivatives, Financial Markets, Analytics, Finance, Strategy, Strategic Planning
Education
Harvard University 2007 — 2012
Masters in Liberal Arts, Environmental Management & Sustainability
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance & Accounting
University of Pennsylvania
BA, Economics & English
Aaron Clark Aaron Clark's Salomon Brothers Experience 1996 - 1999
Job Principal, Global Technology & Services Practice at Heidrick & Struggles
Industry Staffing and Recruiting
Experience
Heidrick & Struggles 2014 - Present
Heidrick & Struggles 2000 - 2014
SunTrust Mortgage 1999 - 2000
Salomon Brothers 1996 - 1999
SunTrust Bank 1996 - 1996
Bank of America 1994 - 1996
Skills
Recruiting, Executive Search, Sourcing, Succession Planning, Consulting, Talent Acquisition
Education
Covenant College 1989 — 1993
Bachelors, Business Administration
Heidrick & Struggles 2014 - Present
Heidrick & Struggles 2000 - 2014
SunTrust Mortgage 1999 - 2000
Salomon Brothers 1996 - 1999
SunTrust Bank 1996 - 1996
Bank of America 1994 - 1996
Skills
Recruiting, Executive Search, Sourcing, Succession Planning, Consulting, Talent Acquisition
Education
Covenant College 1989 — 1993
Bachelors, Business Administration
Reginald Bell Reginald Bell's Salomon Brothers Experience 1992 - 1998
Job Accounting and Finance Professional
Industry Accounting
Experience
Consultant 2010 - Present
Metropolitan Life Insurance Company 2000 - 2009
Citigroup 1998 - 2000
Salomon Brothers 1992 - 1998
Skills
Financial Reporting, Accounting, Financial Analysis, Management, Employee Relations, Sarbanes-Oxley Act, Internal Controls, PeopleSoft, Sarbanes-Oxley
Education
Dillard University
Management
University of South Florida - College of Business Administration
Accounting
Consultant 2010 - Present
Metropolitan Life Insurance Company 2000 - 2009
Citigroup 1998 - 2000
Salomon Brothers 1992 - 1998
Skills
Financial Reporting, Accounting, Financial Analysis, Management, Employee Relations, Sarbanes-Oxley Act, Internal Controls, PeopleSoft, Sarbanes-Oxley
Education
Dillard University
Management
University of South Florida - College of Business Administration
Accounting
Malcolm Riddell's Salomon Brothers Experience 1986 - 1988
Job President, RiddellTsengcelebrating 25 years advising on China; Creator of CHINA Debate and the CHINA Roundtable
Industry Investment Banking
Experience
CHINA Debate 2011 - Present
RiddellTseng 1988 - Present
Florida Department of State January 1999 - July 2002
Salomon Brothers 1986 - 1988
U.S. Department of State 1982 - 1984
Central Intelligence Agency 1978 - 1984
Skills
Joint Ventures, Investments, Investment Banking, Negotiation, International Law, International Relations, Real Estate, China Business..., Strategy, Economics, Chinese, China Joint Ventures, International Joint..., China Negotiations, China Investment, Capital Markets, China Real Estate, China International..., China Business, China Business Advisory, International Business, Strategic Planning, China Business Strategy, China Entry Strategy, Greater China Business, China Economics, Mandarin, China Politics, Hedge Funds, Private Equity, Due Diligence, Financial Services, Greater China, Executive Education, Entrepreneurship, China, China Analysis, Mergers, Business Strategy, Management Consulting, International Financial..., CIA
Education
Harvard Business School 1984 — 1986
MBA, General Management
Columbia University - School of International and Public Affairs 1983 — 1985
Master of International Affairs, East Asian Area Studies and International Business
Foreign Service Institute, U.S. State Department 1980 — 1982
Chinese Language Officer, Chinese Language and Area Studies School
Stetson University College of Law 1973 — 1976
Juris Doctor, Law
University of South Florida 1971 — 1973
BA, Finance
Sarasota High School 1968 — 1971
High School, General Studies
Harvard Kennedy School of Government
Harvard University Graduate School of Design
Advanced Management Development Program, Real Estate
Ringling College of Art and Design
Certificate in Fine Arts (Studio), drawing, painting, sculpture, printmaking, photography, art history
CHINA Debate 2011 - Present
RiddellTseng 1988 - Present
Florida Department of State January 1999 - July 2002
Salomon Brothers 1986 - 1988
U.S. Department of State 1982 - 1984
Central Intelligence Agency 1978 - 1984
Skills
Joint Ventures, Investments, Investment Banking, Negotiation, International Law, International Relations, Real Estate, China Business..., Strategy, Economics, Chinese, China Joint Ventures, International Joint..., China Negotiations, China Investment, Capital Markets, China Real Estate, China International..., China Business, China Business Advisory, International Business, Strategic Planning, China Business Strategy, China Entry Strategy, Greater China Business, China Economics, Mandarin, China Politics, Hedge Funds, Private Equity, Due Diligence, Financial Services, Greater China, Executive Education, Entrepreneurship, China, China Analysis, Mergers, Business Strategy, Management Consulting, International Financial..., CIA
Education
Harvard Business School 1984 — 1986
MBA, General Management
Columbia University - School of International and Public Affairs 1983 — 1985
Master of International Affairs, East Asian Area Studies and International Business
Foreign Service Institute, U.S. State Department 1980 — 1982
Chinese Language Officer, Chinese Language and Area Studies School
Stetson University College of Law 1973 — 1976
Juris Doctor, Law
University of South Florida 1971 — 1973
BA, Finance
Sarasota High School 1968 — 1971
High School, General Studies
Harvard Kennedy School of Government
Harvard University Graduate School of Design
Advanced Management Development Program, Real Estate
Ringling College of Art and Design
Certificate in Fine Arts (Studio), drawing, painting, sculpture, printmaking, photography, art history
Andrea Sandor Andrea Sandor's Salomon Brothers Experience 1987 - 1989
Job IT Global Infrastructure Project Manager at Starwood Hotels & Resorts Worldwide, Inc.
Industry Higher Education
Experience
Starwood Hotels & Resorts Worldwide, Inc. August 2014 - Present
Vermont January 2008 - Present
Notre Dame Global Adaptation Index www.nd-gain.org & World Resources Institute www.wri.org March 2013 - June 2014
Morgan Stanley June 2013 - March 2014
Ahold USA (Stop & Shop/Giant) May 2009 - September 2009
UBS November 1999 - 2008
GE Captial November 1998 - November 1999
Furman Selz 1994 - 1995
PaineWebber 1992 - 1994
Salomon Brothers 1987 - 1989
Skills
Change Management, Infrastructure, Data Center, Strategic Planning, International Project..., Corporate Finance, Business Continuity, Enterprise Architecture, Leadership, Market Research, Mergers & Acquisitions, Energy Efficiency, Communications Planning, Internet Security, Employee Training, Financial Economics, Social Networking, Property Management, CMDB, Financial Modeling, Finance, Start-ups, Investment Properties, Analysis, Project Management, Investment Banking, Training & Development, technical liai, Project Implementation, Infrastructure Projects, Business Analysis, Real Estate Investment
Education
University of Pennsylvania 2007 — 2014
EMTM, Masters in Technology Management
University of Pennsylvania - The Wharton School 2007 — 2014
MS, EMTM - Technology
Columbia University in the City of New York 2008 — 2012
Community Language Program, Chinese
St. Mary's Notre Dame 1975 — 1979
BA, Double Major: Economics & Fine Arts, Mathematics Minor
New Canaan High School 1971 — 1975
High School Diploma
Starwood Hotels & Resorts Worldwide, Inc. August 2014 - Present
Vermont January 2008 - Present
Notre Dame Global Adaptation Index www.nd-gain.org & World Resources Institute www.wri.org March 2013 - June 2014
Morgan Stanley June 2013 - March 2014
Ahold USA (Stop & Shop/Giant) May 2009 - September 2009
UBS November 1999 - 2008
GE Captial November 1998 - November 1999
Furman Selz 1994 - 1995
PaineWebber 1992 - 1994
Salomon Brothers 1987 - 1989
Skills
Change Management, Infrastructure, Data Center, Strategic Planning, International Project..., Corporate Finance, Business Continuity, Enterprise Architecture, Leadership, Market Research, Mergers & Acquisitions, Energy Efficiency, Communications Planning, Internet Security, Employee Training, Financial Economics, Social Networking, Property Management, CMDB, Financial Modeling, Finance, Start-ups, Investment Properties, Analysis, Project Management, Investment Banking, Training & Development, technical liai, Project Implementation, Infrastructure Projects, Business Analysis, Real Estate Investment
Education
University of Pennsylvania 2007 — 2014
EMTM, Masters in Technology Management
University of Pennsylvania - The Wharton School 2007 — 2014
MS, EMTM - Technology
Columbia University in the City of New York 2008 — 2012
Community Language Program, Chinese
St. Mary's Notre Dame 1975 — 1979
BA, Double Major: Economics & Fine Arts, Mathematics Minor
New Canaan High School 1971 — 1975
High School Diploma
Henry Zachary Henry Zachary's Salomon Brothers Experience June 1989 - June 1999
Job Financial Operations Outsourcing
Industry Financial Services
Experience
Center for Architecture 2008 - Present
Wickapogue Management January 2000 - Present
Rainforest Alliance 2006 - 2009
Rainforest Alliance/SmartWood 2006 - 2009
Deutsche Bank January 2001 - February 2004
Salomon Brothers June 1989 - June 1999
Education
Columbia University - Columbia Business School 1966 — 1968
Center for Architecture 2008 - Present
Wickapogue Management January 2000 - Present
Rainforest Alliance 2006 - 2009
Rainforest Alliance/SmartWood 2006 - 2009
Deutsche Bank January 2001 - February 2004
Salomon Brothers June 1989 - June 1999
Education
Columbia University - Columbia Business School 1966 — 1968
Warren Burholt Warren Burholt's Salomon Brothers Experience 1994 - 1998
Job The way in is the way out. Art, craft, carpentry, web and iphone programming, blogging
Industry Internet
Experience
Citigroup Investment Bank October 1996 - March 2009
Salomon Brothers 1994 - 1998
Tidewater Marine March 1974 - January 1976
Education
Cornell University
BA, English Literature; Engineering
Citigroup Investment Bank October 1996 - March 2009
Salomon Brothers 1994 - 1998
Tidewater Marine March 1974 - January 1976
Education
Cornell University
BA, English Literature; Engineering
Saurabh Agnihotri's Salomon Brothers Experience 1996 - 1998
Job Principal Corporate Advisory and Investments at ROFGAM
Industry Capital Markets
Experience
ROFGAM August 2010 - Present
Morgan Stanley March 2008 - July 2010
Deutsche Bank February 2006 - February 2008
Deutsche Banc Alex. Brown 1998 - 2008
Deutsche Bank September 1998 - February 2006
Salomon Smith Barney 1996 - 1998
Salomon Brothers 1996 - 1998
Skills
Investment Banking, Private Equity, Equities, Mergers & Acquisitions, Hedge Funds, Finance, Leveraged Finance, Valuation, Structured Finance, Strategy, Portfolio Management, Financial Modeling, Mergers, Corporate Law, Capital Markets, Derivatives, Fixed Income, Financial Structuring, Corporate Finance, Cash Flow, Equity Derivatives
Education
Columbia University in the City of New York 1993 — 1996
MS, Mineral Engineering & Chemical Metallurgy
Indian Institute of Technology, Kanpur 1989 — 1993
B. Tech, MME
ROFGAM August 2010 - Present
Morgan Stanley March 2008 - July 2010
Deutsche Bank February 2006 - February 2008
Deutsche Banc Alex. Brown 1998 - 2008
Deutsche Bank September 1998 - February 2006
Salomon Smith Barney 1996 - 1998
Salomon Brothers 1996 - 1998
Skills
Investment Banking, Private Equity, Equities, Mergers & Acquisitions, Hedge Funds, Finance, Leveraged Finance, Valuation, Structured Finance, Strategy, Portfolio Management, Financial Modeling, Mergers, Corporate Law, Capital Markets, Derivatives, Fixed Income, Financial Structuring, Corporate Finance, Cash Flow, Equity Derivatives
Education
Columbia University in the City of New York 1993 — 1996
MS, Mineral Engineering & Chemical Metallurgy
Indian Institute of Technology, Kanpur 1989 — 1993
B. Tech, MME
Paul Neshamkin's Salomon Brothers Experience 1990 - 1992
Job User Assistance Professional Microsoft Help MVP
Industry Computer Software
Experience
Hoboken Historical Museum and Cultural Center 2004 - Present
Microsoft October 1998 - Present
The Paul Neshamkin Group September 1998 - Present
WritersUA 1998 - Present
WexTech Systems February 1992 - September 1998
Salomon Brothers 1990 - 1992
Drexel Burnham Lambert 1986 - 1990
Skills
User Assistance, Help Authoring, Online Documentation, Content Management, Online Help, Technical Writing, Doc-to-Help, Technical Communication, Technical Documentation, Information Architecture, Content Development, User Experience, Manuals, Information Design, Web Content, Usability, Content Strategy, CMS, Usability Testing, RoboHelp, Web Content Management, User Interface Design, User-centered Design, Software Documentation, Editing, HTML, Training, Management, Public Speaking, XML
Education
Columbia University in the City of New York 1959 — 1963
AB
Phillips Academy Andover 1955 — 1959
Hoboken Historical Museum and Cultural Center 2004 - Present
Microsoft October 1998 - Present
The Paul Neshamkin Group September 1998 - Present
WritersUA 1998 - Present
WexTech Systems February 1992 - September 1998
Salomon Brothers 1990 - 1992
Drexel Burnham Lambert 1986 - 1990
Skills
User Assistance, Help Authoring, Online Documentation, Content Management, Online Help, Technical Writing, Doc-to-Help, Technical Communication, Technical Documentation, Information Architecture, Content Development, User Experience, Manuals, Information Design, Web Content, Usability, Content Strategy, CMS, Usability Testing, RoboHelp, Web Content Management, User Interface Design, User-centered Design, Software Documentation, Editing, HTML, Training, Management, Public Speaking, XML
Education
Columbia University in the City of New York 1959 — 1963
AB
Phillips Academy Andover 1955 — 1959
Paul Fost's Salomon Brothers Experience March 1991 - February 1992
Job
Industry Computer Software
Experience
Miami International Holdings October 2009 - Present
RBC Capital Markets May 2009 - October 2009
UBS Investment Bank January 2006 - May 2009
UBS Investment Bank November 2002 - January 2006
Credit Suisse First Boston November 1993 - November 2002
NEC Systems Laboratories February 1992 - November 1993
Salomon Brothers March 1991 - February 1992
AT&T June 1985 - February 1991
Skills
Low Latency, Unix, Electronic Trading, Trading Systems, Software Development, Equities, Options, Market Data, Fixed Income, Investment Banking, Perl, Network Administration, Credit Derivatives, Financial Markets, Equity Derivatives, Securities, Equity Trading, Financial Risk, Trading, Derivatives, C++, Sybase, Capital Markets, Hedging, Interest Rate..., Hedge Funds, Agile Methodologies, Proprietary Trading, Risk Management, Bloomberg, FX Options, Java, Exchange Connectivity, Prime Brokerage, Trading Strategies
Education
Columbia University in the City of New York 1986 — 1987
MS
Yale University 1981 — 1985
BS
Miami International Holdings October 2009 - Present
RBC Capital Markets May 2009 - October 2009
UBS Investment Bank January 2006 - May 2009
UBS Investment Bank November 2002 - January 2006
Credit Suisse First Boston November 1993 - November 2002
NEC Systems Laboratories February 1992 - November 1993
Salomon Brothers March 1991 - February 1992
AT&T June 1985 - February 1991
Skills
Low Latency, Unix, Electronic Trading, Trading Systems, Software Development, Equities, Options, Market Data, Fixed Income, Investment Banking, Perl, Network Administration, Credit Derivatives, Financial Markets, Equity Derivatives, Securities, Equity Trading, Financial Risk, Trading, Derivatives, C++, Sybase, Capital Markets, Hedging, Interest Rate..., Hedge Funds, Agile Methodologies, Proprietary Trading, Risk Management, Bloomberg, FX Options, Java, Exchange Connectivity, Prime Brokerage, Trading Strategies
Education
Columbia University in the City of New York 1986 — 1987
MS
Yale University 1981 — 1985
BS
Timothy Tien's Salomon Brothers Experience January 1989 - 1991
Job Fund Manager and Founder, Parable Insight
Industry Investment Management
Experience
Parable Capital Fund LP January 2015 - Present
Guggenheim Fund Solutions January 2012 - November 2014
BMO Capital Markets April 2002 - January 2012
Commerzbank Capital Markets Corp 1998 - March 2002
JPMorgan 1991 - 1998
Salomon Brothers January 1989 - 1991
Skills
Portfolio Management, Merger Arbitrage, Risk Management, Arbitrage, Equity Derivatives, Trading, Equity Research, Equity Trading, Technology, Managed Accounts, Index Arbitrage, Operations, Project Management, Series 24, Series 7, Series 55, Series 63, Alternative Investments, Hedge Funds
Education
Cornell University 1984 — 1988
Bachelor's Degree
Parable Capital Fund LP January 2015 - Present
Guggenheim Fund Solutions January 2012 - November 2014
BMO Capital Markets April 2002 - January 2012
Commerzbank Capital Markets Corp 1998 - March 2002
JPMorgan 1991 - 1998
Salomon Brothers January 1989 - 1991
Skills
Portfolio Management, Merger Arbitrage, Risk Management, Arbitrage, Equity Derivatives, Trading, Equity Research, Equity Trading, Technology, Managed Accounts, Index Arbitrage, Operations, Project Management, Series 24, Series 7, Series 55, Series 63, Alternative Investments, Hedge Funds
Education
Cornell University 1984 — 1988
Bachelor's Degree
Cooper Noone's Salomon Brothers Experience 1989 - 1996
Job Independent Software Consultant
Industry Information Technology and Services
Experience
Counterparty Systems, Inc. 2008 - Present
Fidelity Investments 2005 - 2007
Fidelity Investments 1999 - 2005
Nicholas Applegate Capital Management 1997 - 1999
Jefferies & Company, Inc 1996 - 1997
Salomon Brothers 1989 - 1996
AT&T 1987 - 1989
Skills
Stocks, Equities, Trading Systems, Asset Management, Trading, Disaster Recovery, Electronic Trading, Unix, Software Development, Financial Services, Integration, Agile Methodologies, Java, C/C++ STL, Objective-C, Python, Ruby, Web Design, Web Development, iOS development, Android Development, OS X, Project Portfolio..., Portfolio Management, Databases, SDLC
Education
D'Amore-McKim School of Business at Northeastern University 2003 — 2005
M.B.A., International Business
University of New Hampshire 1983 — 1987
B.S., Computer Science
Counterparty Systems, Inc. 2008 - Present
Fidelity Investments 2005 - 2007
Fidelity Investments 1999 - 2005
Nicholas Applegate Capital Management 1997 - 1999
Jefferies & Company, Inc 1996 - 1997
Salomon Brothers 1989 - 1996
AT&T 1987 - 1989
Skills
Stocks, Equities, Trading Systems, Asset Management, Trading, Disaster Recovery, Electronic Trading, Unix, Software Development, Financial Services, Integration, Agile Methodologies, Java, C/C++ STL, Objective-C, Python, Ruby, Web Design, Web Development, iOS development, Android Development, OS X, Project Portfolio..., Portfolio Management, Databases, SDLC
Education
D'Amore-McKim School of Business at Northeastern University 2003 — 2005
M.B.A., International Business
University of New Hampshire 1983 — 1987
B.S., Computer Science
Johnson Agogbua's Salomon Brothers Experience October 1991 - December 1995
Job
Industry Internet
Experience
MACH37 Cyber Accelerator May 2014 - Present
Pi-Coral, Inc. July 2012 - Present
Jazuc Group January 2002 - January 2013
Alcatel-Lucent May 2009 - December 2012
Movaz Networks January 2002 - June 2005
Zephion Networks December 2000 - December 2001
BroadBand Office (BBO) August 1999 - December 2000
UUNET January 1996 - August 1999
Salomon Brothers October 1991 - December 1995
Skills
Strategic Alliances, Cloud Computing, Wireless, Telecommunications, IP, Strategic Partnerships, VoIP, Mobile Devices, Managed Services, Product Management, Solution Selling, Unified Communications, Channel, Cloud Storage, Pre-sales, Go-to-market Strategy, SaaS, Channel Partners, Professional Services, Product Marketing, MPLS, Business Alliances, Networking, Enterprise Software, Data Center, Solution Architecture, Start-ups, Vendor Management, Mobile Technology, IPTV, SIP, Virtualization, Mobile Communications, LTE, Strategy, Integration, Security, Direct Sales, Outsourcing, Network Design, Network Architecture, Leadership, Telco, Telephony, Cisco Technologies, Broadband, WiMAX, TCP/IP, Ethernet, Management
Education
IE Business School 2006 — 2008
Drexel University 1984 — 1988
Bachelor of Science (B.Sc.)
MACH37 Cyber Accelerator May 2014 - Present
Pi-Coral, Inc. July 2012 - Present
Jazuc Group January 2002 - January 2013
Alcatel-Lucent May 2009 - December 2012
Movaz Networks January 2002 - June 2005
Zephion Networks December 2000 - December 2001
BroadBand Office (BBO) August 1999 - December 2000
UUNET January 1996 - August 1999
Salomon Brothers October 1991 - December 1995
Skills
Strategic Alliances, Cloud Computing, Wireless, Telecommunications, IP, Strategic Partnerships, VoIP, Mobile Devices, Managed Services, Product Management, Solution Selling, Unified Communications, Channel, Cloud Storage, Pre-sales, Go-to-market Strategy, SaaS, Channel Partners, Professional Services, Product Marketing, MPLS, Business Alliances, Networking, Enterprise Software, Data Center, Solution Architecture, Start-ups, Vendor Management, Mobile Technology, IPTV, SIP, Virtualization, Mobile Communications, LTE, Strategy, Integration, Security, Direct Sales, Outsourcing, Network Design, Network Architecture, Leadership, Telco, Telephony, Cisco Technologies, Broadband, WiMAX, TCP/IP, Ethernet, Management
Education
IE Business School 2006 — 2008
Drexel University 1984 — 1988
Bachelor of Science (B.Sc.)
Shu-Wie Chen's Salomon Brothers Experience 1997 - 1998
Job
Industry Financial Services
Experience
Barclays Capital September 2008 - Present
Lehman Brothers 2003 - 2008
Citigroup 1998 - 2003
Salomon Brothers 1997 - 1998
Education
Columbia University in the City of New York
Massachusetts Institute of Technology
Barclays Capital September 2008 - Present
Lehman Brothers 2003 - 2008
Citigroup 1998 - 2003
Salomon Brothers 1997 - 1998
Education
Columbia University in the City of New York
Massachusetts Institute of Technology
Joseph C Lau's Salomon Brothers Experience 1985 - 1998
Job
Industry Financial Services
Experience
Global Bank 2011 - Present
ABN AMRO / RBS 1999 - 2009
Salomon Brothers 1985 - 1998
Chase Manhattan Bank 1980 - 1985
Education
Columbia University in the City of New York
BS, Electrical Engineering
University of Pennsylvania
MSE, Systems Engineering
University of Pennsylvania - The Wharton School
MBA, Finance
Global Bank 2011 - Present
ABN AMRO / RBS 1999 - 2009
Salomon Brothers 1985 - 1998
Chase Manhattan Bank 1980 - 1985
Education
Columbia University in the City of New York
BS, Electrical Engineering
University of Pennsylvania
MSE, Systems Engineering
University of Pennsylvania - The Wharton School
MBA, Finance
Richard Holohan's Salomon Brothers Experience 1997 - 2005
Job Managing Director at Logistics Capital & Strategy
Industry Management Consulting
Experience
Logistics Capital & Strategy January 2011 - Present
MergeGlobal 2005 - 2011
Salomon Brothers 1997 - 2005
Salomon Smith Barney 1997 - 2005
Brown Brothers Harriman 1996 - 1997
Brown Brothers Harriman 1996 - 1997
Brown Brothers Harriman 1996 - 1997
Skills
Mergers, Business Strategy, Financial Modeling, Private Equity, Corporate Finance, Strategic Planning, Restructuring, Equity Research, Valuation, Mergers & Acquisitions, Equities, Due Diligence, Financial Analysis, Strategy, Investments, Emerging Markets, Investment Banking
Education
Dickinson College 1992 — 1996
Bachelor of Arts (BA), Economics
St. David's School 1980 — 1988
Logistics Capital & Strategy January 2011 - Present
MergeGlobal 2005 - 2011
Salomon Brothers 1997 - 2005
Salomon Smith Barney 1997 - 2005
Brown Brothers Harriman 1996 - 1997
Brown Brothers Harriman 1996 - 1997
Brown Brothers Harriman 1996 - 1997
Skills
Mergers, Business Strategy, Financial Modeling, Private Equity, Corporate Finance, Strategic Planning, Restructuring, Equity Research, Valuation, Mergers & Acquisitions, Equities, Due Diligence, Financial Analysis, Strategy, Investments, Emerging Markets, Investment Banking
Education
Dickinson College 1992 — 1996
Bachelor of Arts (BA), Economics
St. David's School 1980 — 1988
Adam Sappern's Salomon Brothers Experience 1994 - 1995
Job Permaculture Activist and Hedge Fund Consultant
Industry Farming
Experience
Maplesap Farms April 2015 - Present
Horizon Asset International March 2013 - March 2015
Horizon Asset Ltd 2006 - March 2015
Westport Volunteer EMS 1999 - 2008
Donald Sappern & Company 2003 - 2006
Horizon Asset Ltd 2001 - 2003
Instinet Corporation 2000 - 2001
Banco Santander 1995 - 1998
Salomon Brothers 1994 - 1995
Lehman Brothers 1991 - 1993
Skills
Derivatives, Equities, Hedge Funds, Asset Management, Asset Managment, Fixed Income, Alternative Investments, Trading, Portfolio Management, Bloomberg, Investment Banking, Emerging Markets, Risk Management, Capital Markets, FX Options, Financial Markets, Options, Trading Systems, Bonds, Valuation, Credit Derivatives, Investments, Equity Derivatives
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance / Decision Sciences
Cornell University 1979 — 1983
BS, Engineering - ORIE
Maplesap Farms April 2015 - Present
Horizon Asset International March 2013 - March 2015
Horizon Asset Ltd 2006 - March 2015
Westport Volunteer EMS 1999 - 2008
Donald Sappern & Company 2003 - 2006
Horizon Asset Ltd 2001 - 2003
Instinet Corporation 2000 - 2001
Banco Santander 1995 - 1998
Salomon Brothers 1994 - 1995
Lehman Brothers 1991 - 1993
Skills
Derivatives, Equities, Hedge Funds, Asset Management, Asset Managment, Fixed Income, Alternative Investments, Trading, Portfolio Management, Bloomberg, Investment Banking, Emerging Markets, Risk Management, Capital Markets, FX Options, Financial Markets, Options, Trading Systems, Bonds, Valuation, Credit Derivatives, Investments, Equity Derivatives
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance / Decision Sciences
Cornell University 1979 — 1983
BS, Engineering - ORIE
Kevin Woods's Salomon Brothers Experience February 1994 - July 1997
Job
Industry Investment Management
Experience
Lockheed Martin November 2004 - Present
US Airways July 2003 - November 2004
Banc of America Securities June 1999 - January 2001
Salomon Brothers February 1994 - July 1997
Skills
Financial Modeling, Mergers, Venture Capital, Valuation, Financial Analysis, Due Diligence, Corporate Finance, Private Equity, Investments, Portfolio Management, Finance, Competitive Analysis, Strategic Planning, Business Strategy, Forecasting, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1997 — 1999
Masters in Business Administration
Morehouse College 1990 — 1994
BA
Lockheed Martin November 2004 - Present
US Airways July 2003 - November 2004
Banc of America Securities June 1999 - January 2001
Salomon Brothers February 1994 - July 1997
Skills
Financial Modeling, Mergers, Venture Capital, Valuation, Financial Analysis, Due Diligence, Corporate Finance, Private Equity, Investments, Portfolio Management, Finance, Competitive Analysis, Strategic Planning, Business Strategy, Forecasting, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1997 — 1999
Masters in Business Administration
Morehouse College 1990 — 1994
BA
Michael E. Hoffman's Salomon Brothers Experience 1986 - 1991
Job Managing Director, Stifel
Industry Financial Services
Experience
Stifel Financial Corp. July 2014 - Present
Wunderlich Securities, Inc. October 2008 - July 2014
Wunderlich Securities October 2008 - July 2012
Caris Company June 2007 - October 2008
Friedman, Billings, Ramsey & Company, Inc. May 2002 - March 2007
FBR Capital Markets 2002 - 2007
Credit Suisse July 1999 - January 2002
Credit Suisse First Boston January 1992 - July 1999
Robertson & Stephens January 1991 - January 1992
Salomon Brothers 1986 - 1991
Education
Cornell University - Johnson Graduate School of Management 1985 — 1987
MBA
Widener University 1979 — 1981
BSE
Ursinus College 1977 — 1978
Stifel Financial Corp. July 2014 - Present
Wunderlich Securities, Inc. October 2008 - July 2014
Wunderlich Securities October 2008 - July 2012
Caris Company June 2007 - October 2008
Friedman, Billings, Ramsey & Company, Inc. May 2002 - March 2007
FBR Capital Markets 2002 - 2007
Credit Suisse July 1999 - January 2002
Credit Suisse First Boston January 1992 - July 1999
Robertson & Stephens January 1991 - January 1992
Salomon Brothers 1986 - 1991
Education
Cornell University - Johnson Graduate School of Management 1985 — 1987
MBA
Widener University 1979 — 1981
BSE
Ursinus College 1977 — 1978
Steven Blitz's Salomon Brothers Experience 1982 - 1989
Job Chief Economist / Market Strategist
Industry Investment Management
Experience
ITG November 2009 - Present
Rosen Consulting Group 2007 - 2009
Lazard Asset Management 2002 - 2006
OFFITBANK 1989 - 2002
Salomon Brothers 1982 - 1989
Data Resources Inc 1979 - 1982
Skills
Hedge Funds, Blogging, Asset Managment, Alternative Investments, Fixed Income, Economics, Equities, Asset Management, Portfolio Management, Securities, Investments, Bloomberg, Financial Markets, Capital Markets, Equity Research, Trading, Derivatives, Options, Asset Allocation, Bonds, Emerging Markets, FX Options, Quantitative Analytics, Valuation
Education
Columbia University in the City of New York 1976 — 1977
MA, Economics
New York University 1972 — 1976
BA, Economics
DeWitt Clinton HS 1968 — 1972
ITG November 2009 - Present
Rosen Consulting Group 2007 - 2009
Lazard Asset Management 2002 - 2006
OFFITBANK 1989 - 2002
Salomon Brothers 1982 - 1989
Data Resources Inc 1979 - 1982
Skills
Hedge Funds, Blogging, Asset Managment, Alternative Investments, Fixed Income, Economics, Equities, Asset Management, Portfolio Management, Securities, Investments, Bloomberg, Financial Markets, Capital Markets, Equity Research, Trading, Derivatives, Options, Asset Allocation, Bonds, Emerging Markets, FX Options, Quantitative Analytics, Valuation
Education
Columbia University in the City of New York 1976 — 1977
MA, Economics
New York University 1972 — 1976
BA, Economics
DeWitt Clinton HS 1968 — 1972
Ray Chan's Salomon Brothers Experience April 1997 - August 1999
Job Partner at Atalaya Capital Management
Industry Investment Management
Experience
Atalaya Capital Management May 2011 - Present
TTM Capital, LLC March 2009 - May 2011
D.B. Zwirn & Co. February 2003 - May 2008
Lehman Brothers 1999 - 2003
Salomon Brothers April 1997 - August 1999
Price Waterhouse LLP September 1995 - August 1996
Education
Columbia University in the City of New York 1991 — 1995
Horace Mann
Atalaya Capital Management May 2011 - Present
TTM Capital, LLC March 2009 - May 2011
D.B. Zwirn & Co. February 2003 - May 2008
Lehman Brothers 1999 - 2003
Salomon Brothers April 1997 - August 1999
Price Waterhouse LLP September 1995 - August 1996
Education
Columbia University in the City of New York 1991 — 1995
Horace Mann
Thomas PJ Narsavage's Salomon Brothers Experience 1987 - 1998
Job Global Business Technology Manager COO Office
Industry Information Technology and Services
Experience
BlackRock Inc. November 2013 - Present
BlackRock September 2006 - October 2013
Merrill Lynch Investment Managers April 2004 - September 2006
Merrill Lynch February 1998 - March 2005
Salomon Brothers 1987 - 1998
Skills
Vendor Management, SDLC, Risk Management, IT Strategy, Business Analysis, Program Management, Management, ITIL, Process Improvement, Integration, Requirements Gathering, Requirements Analysis, Project Management, Change Management, Data Analysis, Software Project..., PMO, Service Management, Strategy, Business Continuity, IT Management, IT Service Management, Incident Management, Information Technology, Leadership, Operations Management, Project Portfolio...
Education
ITIL v3 Service Transition 2015 — 2015
ITIL Intermediate Certification in Service Transition for Service Management, Information Technology, Certified
ITIL v3 Service Operations 2014 — 2014
ITIL Intermediate Certification in Service Operations, Service Management, Certified
County College of Morris 1981 — 1983
Associates, Business
Clifton High School
BlackRock Inc. November 2013 - Present
BlackRock September 2006 - October 2013
Merrill Lynch Investment Managers April 2004 - September 2006
Merrill Lynch February 1998 - March 2005
Salomon Brothers 1987 - 1998
Skills
Vendor Management, SDLC, Risk Management, IT Strategy, Business Analysis, Program Management, Management, ITIL, Process Improvement, Integration, Requirements Gathering, Requirements Analysis, Project Management, Change Management, Data Analysis, Software Project..., PMO, Service Management, Strategy, Business Continuity, IT Management, IT Service Management, Incident Management, Information Technology, Leadership, Operations Management, Project Portfolio...
Education
ITIL v3 Service Transition 2015 — 2015
ITIL Intermediate Certification in Service Transition for Service Management, Information Technology, Certified
ITIL v3 Service Operations 2014 — 2014
ITIL Intermediate Certification in Service Operations, Service Management, Certified
County College of Morris 1981 — 1983
Associates, Business
Clifton High School
John Wambold's Salomon Brothers Experience 1982 - 1995
Job Southport LLC
Industry Financial Services
Experience
Southport LLC January 1999 - Present
Imperial Capital September 2008 - June 2014
Powelton Capital Mgt January 2007 - September 2008
Societe Generale September 2002 - October 2006
Citigroup 1995 - 1999
Salomon Brothers 1982 - 1995
Skills
Fixed Income, Debt, Trading, Credit, Investments, Risk Management, Portfolio Management, Bonds, Equity Trading, Proprietary Trading, Capital Markets, Rates, Investment Banking, Securities, Financial Structuring, Hedge Funds, Credit Derivatives, Options, Asset Management, Bloomberg, Structured Finance, Interest Rate..., Valuation, Equity Derivatives, Equities, Financial Risk, Hedging, Financial Analysis, Structured Products, Derivatives, Finance, Electronic Trading, Financial Markets, FX Options, Trading Systems, Series 7, Alternative Investments, Funding
Education
Drexel University - College of Business and Administration 1979 — 1983
Bachelor of Science (BS), Engineering and Business
Southport LLC January 1999 - Present
Imperial Capital September 2008 - June 2014
Powelton Capital Mgt January 2007 - September 2008
Societe Generale September 2002 - October 2006
Citigroup 1995 - 1999
Salomon Brothers 1982 - 1995
Skills
Fixed Income, Debt, Trading, Credit, Investments, Risk Management, Portfolio Management, Bonds, Equity Trading, Proprietary Trading, Capital Markets, Rates, Investment Banking, Securities, Financial Structuring, Hedge Funds, Credit Derivatives, Options, Asset Management, Bloomberg, Structured Finance, Interest Rate..., Valuation, Equity Derivatives, Equities, Financial Risk, Hedging, Financial Analysis, Structured Products, Derivatives, Finance, Electronic Trading, Financial Markets, FX Options, Trading Systems, Series 7, Alternative Investments, Funding
Education
Drexel University - College of Business and Administration 1979 — 1983
Bachelor of Science (BS), Engineering and Business
Remon Lapid's Salomon Brothers Experience 1987 - 1990
Job Owner, Medical Code Solutions
Industry Information Services
Experience
The Software Foundry, Inc. May 2002 - Present
Merrill Lynch 1994 - 1998
Salomon Brothers 1987 - 1990
Advanced Computer Techniques 1977 - 1978
Skills
Healthcare, Start-ups, Entrepreneurship, Strategic Planning, Team Building, Team Leadership, Marketing Strategy, Social Media, Public Speaking, Wellness, Microsoft Excel, Practice Management, SQL, Software Development, Customer Service, Analysis, Online Marketing, Contract Negotiation, Product Development, Project Management, Strategy, Leadership, E-commerce, Cloud Computing, Management Consulting, Product Management, Business Development, Consulting, Program Management, Microsoft Office, Management, Data Analysis, SaaS, Business Strategy
Education
Columbia University in the City of New York 1972 — 1975
BA, Psychology
The Software Foundry, Inc. May 2002 - Present
Merrill Lynch 1994 - 1998
Salomon Brothers 1987 - 1990
Advanced Computer Techniques 1977 - 1978
Skills
Healthcare, Start-ups, Entrepreneurship, Strategic Planning, Team Building, Team Leadership, Marketing Strategy, Social Media, Public Speaking, Wellness, Microsoft Excel, Practice Management, SQL, Software Development, Customer Service, Analysis, Online Marketing, Contract Negotiation, Product Development, Project Management, Strategy, Leadership, E-commerce, Cloud Computing, Management Consulting, Product Management, Business Development, Consulting, Program Management, Microsoft Office, Management, Data Analysis, SaaS, Business Strategy
Education
Columbia University in the City of New York 1972 — 1975
BA, Psychology
Bret Richter's Salomon Brothers Experience 1992 - 1994
Job EVP Corporate Finance & Development at Cablevision Systems Corporation
Industry Telecommunications
Experience
Cablevision Systems Corporation 2014 - Present
Cablevision Systems Corporation 2005 - Present
The Richter Consulting Group 2004 - 2005
NTL Incorporated 1994 - 2003
Salomon Brothers 1992 - 1994
Skills
Corporate Development, Mergers, Business Planning, Venture Capital, Investor Relations, Executive Management, Strategic Planning, Due Diligence, Financial Analysis, Corporate Finance, Telecommunications, Negotiation, Valuation, Investments, Credit, Accounting
Education
Cornell University 1988 — 1992
B.A., Applied Economics and Business Management
Cablevision Systems Corporation 2014 - Present
Cablevision Systems Corporation 2005 - Present
The Richter Consulting Group 2004 - 2005
NTL Incorporated 1994 - 2003
Salomon Brothers 1992 - 1994
Skills
Corporate Development, Mergers, Business Planning, Venture Capital, Investor Relations, Executive Management, Strategic Planning, Due Diligence, Financial Analysis, Corporate Finance, Telecommunications, Negotiation, Valuation, Investments, Credit, Accounting
Education
Cornell University 1988 — 1992
B.A., Applied Economics and Business Management
Jeffrey Libshutz's Salomon Brothers Experience July 1995 - July 1997
Job Managing Director at Ramius Capital Group
Industry Investment Management
Experience
Ramius Capital Group January 2008 - Present
Ramius Capital Group September 2005 - December 2007
LLJ Capital January 2004 - August 2005
Saturn Venture Partners September 2001 - December 2003
Sandler Capital Management September 2000 - September 2001
Lazard September 1999 - September 2000
Salomon Brothers July 1995 - July 1997
Skills
Hedge Funds, Alternative Investments, Asset Managment, Portfolio Management, Investments, Asset Allocation, Valuation, Investment Banking, Venture Capital, Private Equity, Telecommunications, Media, Technology, Wireless
Education
Wharton Business School 1997 — 1999
Master of Business Administration (MBA), Finance, General
Cornell University 1991 — 1995
Bachelor of Science (BS), Operations Research and Industrial Engineering
Ramius Capital Group January 2008 - Present
Ramius Capital Group September 2005 - December 2007
LLJ Capital January 2004 - August 2005
Saturn Venture Partners September 2001 - December 2003
Sandler Capital Management September 2000 - September 2001
Lazard September 1999 - September 2000
Salomon Brothers July 1995 - July 1997
Skills
Hedge Funds, Alternative Investments, Asset Managment, Portfolio Management, Investments, Asset Allocation, Valuation, Investment Banking, Venture Capital, Private Equity, Telecommunications, Media, Technology, Wireless
Education
Wharton Business School 1997 — 1999
Master of Business Administration (MBA), Finance, General
Cornell University 1991 — 1995
Bachelor of Science (BS), Operations Research and Industrial Engineering
Fran Carson's Salomon Brothers Experience 1985 - 1987
Job The Trustmont Financial Group / Chapel Wealth Management
Industry Financial Services
Experience
Trustmont Financial Group / Chapel Wealth Management September 2005 - Present
Asea Brown Boveri 2000 - 2007
Salomon Brothers 1985 - 1987
Skills
Investments, Financial Analysis, Cash Management, Accounting
Education
Fairfield University 1993 — 1995
Daemen College 1981 — 1984
BA, Accounting
Trustmont Financial Group / Chapel Wealth Management September 2005 - Present
Asea Brown Boveri 2000 - 2007
Salomon Brothers 1985 - 1987
Skills
Investments, Financial Analysis, Cash Management, Accounting
Education
Fairfield University 1993 — 1995
Daemen College 1981 — 1984
BA, Accounting
Susan Potters's Salomon Brothers Experience October 1988 - February 1994
Job Vice President at Bank of America
Industry Banking
Experience
Bank of America October 2003 - Present
Lehman Brothers August 1994 - October 2003
Salomon Brothers October 1988 - February 1994
Skills
Business Analysis, Capital Markets, Derivatives, Equities, Fixed Income, Investment Banking, Investments, Mergers, Portfolio Management, Program Management, Risk Management
Education
Rutgers, The State University of New Jersey-Newark 1986 — 1991
MBA, Management
Cornell University 1977 — 1981
BA, Spanish
Bank of America October 2003 - Present
Lehman Brothers August 1994 - October 2003
Salomon Brothers October 1988 - February 1994
Skills
Business Analysis, Capital Markets, Derivatives, Equities, Fixed Income, Investment Banking, Investments, Mergers, Portfolio Management, Program Management, Risk Management
Education
Rutgers, The State University of New Jersey-Newark 1986 — 1991
MBA, Management
Cornell University 1977 — 1981
BA, Spanish
Kumi Toyokawa's Salomon Brothers Experience 1997 - 1998
Job Associate Director at FTSE Americas
Industry Financial Services
Experience
FTSE Americas 2010 - Present
Standard & Poor's 2004 - 2010
Salomon Brothers 1997 - 1998
Skills
Financial Markets, Market Data, Portfolio Management, Business Analysis, Relationship Management, Financial Services, Equity Research
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Business Administration
FTSE Americas 2010 - Present
Standard & Poor's 2004 - 2010
Salomon Brothers 1997 - 1998
Skills
Financial Markets, Market Data, Portfolio Management, Business Analysis, Relationship Management, Financial Services, Equity Research
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Business Administration
Larry Rusoff's Salomon Brothers Experience July 1989 - June 1992
Job Managing Director at Performance Equity Management
Industry Venture Capital & Private Equity
Experience
Performance Equity Management June 2005 - Present
General Motors Asset Management October 1996 - June 2005
General Motors June 1994 - October 1996
Salomon Brothers July 1989 - June 1992
Skills
Private Equity, Financial Analysis, Alternative Investments, Venture Capital, Investments, Mutual Funds, Corporate Finance, Portfolio Management, Financial Modeling, Capital Markets, Risk Management, Due Diligence, Corporate Development, Growth Capital, Mergers & Acquisitions, Valuation, Fund Of Funds, Management, Financial Structuring, Asset Management, LBO, Investment Banking, Mezzanine, Buyouts, Asset Allocation, Hedge Funds, M&A experience, Fixed Income, Equities, Investment Management, Emerging Markets, Securities, Investor Relations, Private Placements
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Finance, Management, and Marketing
Cornell University 1985 — 1989
BS, Economics
Performance Equity Management June 2005 - Present
General Motors Asset Management October 1996 - June 2005
General Motors June 1994 - October 1996
Salomon Brothers July 1989 - June 1992
Skills
Private Equity, Financial Analysis, Alternative Investments, Venture Capital, Investments, Mutual Funds, Corporate Finance, Portfolio Management, Financial Modeling, Capital Markets, Risk Management, Due Diligence, Corporate Development, Growth Capital, Mergers & Acquisitions, Valuation, Fund Of Funds, Management, Financial Structuring, Asset Management, LBO, Investment Banking, Mezzanine, Buyouts, Asset Allocation, Hedge Funds, M&A experience, Fixed Income, Equities, Investment Management, Emerging Markets, Securities, Investor Relations, Private Placements
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Finance, Management, and Marketing
Cornell University 1985 — 1989
BS, Economics
Oscar K. Anderson's Salomon Brothers Experience August 1992 - June 1994
Job Managing Director, CVC Credit Partners
Industry Investment Management
Experience
CVC Capital Partners December 2008 - Present
Tri-Mountain Partners, LLC July 2007 - December 2008
Wachovia Securities April 2004 - June 2007
CIBC World Markets July 1996 - April 2004
Brown Brothers Harriman July 1994 - July 1996
Salomon Brothers August 1992 - June 1994
Skills
Private Equity, Alternative Investments, Hedge Funds, Equities, Fixed Income, Investment Banking, Capital Markets, Investments, Financial Modeling, Asset Managment, Portfolio Management, Equity Research, Valuation, Corporate Finance, Venture Capital, Private Placements, Mergers, Bloomberg, Derivatives, Securities, Leveraged Finance, High Yield
Education
Harvard University 1988 — 1992
Bachelor of Arts (B.A.)
Deerfield Academy
St. Bernard's School
St. Bernard's School
CVC Capital Partners December 2008 - Present
Tri-Mountain Partners, LLC July 2007 - December 2008
Wachovia Securities April 2004 - June 2007
CIBC World Markets July 1996 - April 2004
Brown Brothers Harriman July 1994 - July 1996
Salomon Brothers August 1992 - June 1994
Skills
Private Equity, Alternative Investments, Hedge Funds, Equities, Fixed Income, Investment Banking, Capital Markets, Investments, Financial Modeling, Asset Managment, Portfolio Management, Equity Research, Valuation, Corporate Finance, Venture Capital, Private Placements, Mergers, Bloomberg, Derivatives, Securities, Leveraged Finance, High Yield
Education
Harvard University 1988 — 1992
Bachelor of Arts (B.A.)
Deerfield Academy
St. Bernard's School
St. Bernard's School
Meredith Levy's Salomon Brothers Experience 1985 - 1994
Job Global Managing Editor/Head of the Supervisory Analysts at J.P.Morgan Securities
Industry Banking
Experience
J.P.Morgan Securities January 2012 - Present
BofA Merrill Lynch 2009 - January 2012
Bank of America Merrill Lynch August 2003 - January 2012
Salomon Brothers 1985 - 1994
Skills
Capital Markets, Equity Research, Fixed Income, Investment Banking, Risk Management, Management, Equities, Investments, Hedge Funds, Securities, Series 7, Bloomberg, Portfolio Management, Alternative Investments, Asset Management, Derivatives
Education
Dartmouth College 1980 — 1984
Bachelor of Arts (BA), English
J.P.Morgan Securities January 2012 - Present
BofA Merrill Lynch 2009 - January 2012
Bank of America Merrill Lynch August 2003 - January 2012
Salomon Brothers 1985 - 1994
Skills
Capital Markets, Equity Research, Fixed Income, Investment Banking, Risk Management, Management, Equities, Investments, Hedge Funds, Securities, Series 7, Bloomberg, Portfolio Management, Alternative Investments, Asset Management, Derivatives
Education
Dartmouth College 1980 — 1984
Bachelor of Arts (BA), English
Barbara Heffernan's Salomon Brothers Experience 1986 - 1995
Job Independent Mental Health Care Professional
Industry Mental Health Care
Experience
Barbara Heffernan, LCSW, LADC September 2006 - Present
Southern Connecticut State University September 2002 - December 2009
Domestic Violence Crisis Center November 2003 - June 2007
Project Courage September 2001 - October 2003
Merrill Lynch 1995 - 1998
Salomon Brothers 1986 - 1995
Skills
Psychotherapy, Family Therapy, Public Speaking, Mental Health, Adolescents, Non-profits, Adults, Teaching, Psychology, Career Counseling, Treatment, Parenthood, Social Services, Staff Development, Stress Management, Nonprofits, Group Therapy, Behavioral Health, Crisis Intervention, Leadership, Life Transitions, Counseling Psychology, Case Managment, Case Management, Google Groups, Therapists, Stress, Prevention, Personal Development, Clinical Supervision, Self-esteem, Mindfulness
Education
Southern Connecticut State University 1999 — 2001
MSW, Clinical Mental Health and Addiction
Columbia University - Columbia Business School 1984 — 1986
MBA, Finance
Yale University 1978 — 1982
BA
Barbara Heffernan, LCSW, LADC September 2006 - Present
Southern Connecticut State University September 2002 - December 2009
Domestic Violence Crisis Center November 2003 - June 2007
Project Courage September 2001 - October 2003
Merrill Lynch 1995 - 1998
Salomon Brothers 1986 - 1995
Skills
Psychotherapy, Family Therapy, Public Speaking, Mental Health, Adolescents, Non-profits, Adults, Teaching, Psychology, Career Counseling, Treatment, Parenthood, Social Services, Staff Development, Stress Management, Nonprofits, Group Therapy, Behavioral Health, Crisis Intervention, Leadership, Life Transitions, Counseling Psychology, Case Managment, Case Management, Google Groups, Therapists, Stress, Prevention, Personal Development, Clinical Supervision, Self-esteem, Mindfulness
Education
Southern Connecticut State University 1999 — 2001
MSW, Clinical Mental Health and Addiction
Columbia University - Columbia Business School 1984 — 1986
MBA, Finance
Yale University 1978 — 1982
BA
Chris Stala's Salomon Brothers Experience August 1992 - February 1995
Job Sr. Managing Director, Investment Banking
Industry Investment Banking
Experience
TerraNova Capital Partners 2010 - Present
KPMG Corporate Finance 2005 - 2008
prospect street 2002 - 2003
Societe Generale / SG Barr Devlin May 1997 - May 2002
Dresdner Kleinwort Benson March 1995 - May 1997
Salomon Brothers August 1992 - February 1995
Skills
Mergers, Corporate Finance, Investment Banking, Strategy, Energy, Private Equity, Valuation, Due Diligence, Capital Markets, Financial Modeling, Venture Capital, IPO, M&A experience, LBO, Private Placements, Acquisitions, Alternative Investments, Business Valuation, Corporate Development, Derivatives, Divestitures, Emerging Markets, Equities, Equity Research, Finance, Financial Analysis, Financial Structuring, Hedge Funds, Investments, Investor Relations, Leveraged Finance, Mergers, Project Finance, Restructuring, Securities, Structured Finance
Education
Northwestern University - Kellogg School of Management 1989 — 1992
MBA, Finance, Policy, Marketing
Columbia University in the City of New York
Bachelor of Science, Engineering
TerraNova Capital Partners 2010 - Present
KPMG Corporate Finance 2005 - 2008
prospect street 2002 - 2003
Societe Generale / SG Barr Devlin May 1997 - May 2002
Dresdner Kleinwort Benson March 1995 - May 1997
Salomon Brothers August 1992 - February 1995
Skills
Mergers, Corporate Finance, Investment Banking, Strategy, Energy, Private Equity, Valuation, Due Diligence, Capital Markets, Financial Modeling, Venture Capital, IPO, M&A experience, LBO, Private Placements, Acquisitions, Alternative Investments, Business Valuation, Corporate Development, Derivatives, Divestitures, Emerging Markets, Equities, Equity Research, Finance, Financial Analysis, Financial Structuring, Hedge Funds, Investments, Investor Relations, Leveraged Finance, Mergers, Project Finance, Restructuring, Securities, Structured Finance
Education
Northwestern University - Kellogg School of Management 1989 — 1992
MBA, Finance, Policy, Marketing
Columbia University in the City of New York
Bachelor of Science, Engineering
Mike Kelly's Salomon Brothers Experience August 1992 - August 1995
Job Chief Investment Officer, Franklin Square Capital Partners
Industry Investment Management
Experience
Franklin Square Capital Partners January 2015 - Present
ORIX Asset Management 2012 - May 2014
FrontPoint Partners 2001 - 2012
Tiger Management 1998 - 2000
Omega Advisors 1996 - 1998
Salomon Brothers August 1992 - August 1995
Skills
Alternative Investments, Securities, Portfolio Management, Investments, Investment Banking, Fund Of Funds, Financial Analysis, Equities, Asset Managment, Asset Management, Asset Allocation, Hedge Funds, Private Equity, Fixed Income, Options
Education
Stanford University Graduate School of Business 1995 — 1997
MBA
Cornell University 1988 — 1992
BS
Franklin Square Capital Partners January 2015 - Present
ORIX Asset Management 2012 - May 2014
FrontPoint Partners 2001 - 2012
Tiger Management 1998 - 2000
Omega Advisors 1996 - 1998
Salomon Brothers August 1992 - August 1995
Skills
Alternative Investments, Securities, Portfolio Management, Investments, Investment Banking, Fund Of Funds, Financial Analysis, Equities, Asset Managment, Asset Management, Asset Allocation, Hedge Funds, Private Equity, Fixed Income, Options
Education
Stanford University Graduate School of Business 1995 — 1997
MBA
Cornell University 1988 — 1992
BS
Michael Sacks's Salomon Brothers Experience January 1991 - January 1994
Job Head of Technology at Bonds.com
Industry Investment Management
Experience
Bonds.com July 2012 - Present
MarketAxess January 2004 - February 2009
Morgan Stanley January 2002 - January 2004
Morgan Stanley January 1994 - January 2004
Morgan Stanley 1994 - 2004
Morgan Stanley January 2001 - May 2002
Morgan Stanley January 1994 - January 1997
Salomon Brothers January 1991 - January 1994
STAGE AND SCREEN January 1970 - January 1983
Education
Columbia University in the City of New York 1986 — 1990
Masters of Engineering, Computer Science
Harvard College
Bachelor of Arts, Social Relations
Bonds.com July 2012 - Present
MarketAxess January 2004 - February 2009
Morgan Stanley January 2002 - January 2004
Morgan Stanley January 1994 - January 2004
Morgan Stanley 1994 - 2004
Morgan Stanley January 2001 - May 2002
Morgan Stanley January 1994 - January 1997
Salomon Brothers January 1991 - January 1994
STAGE AND SCREEN January 1970 - January 1983
Education
Columbia University in the City of New York 1986 — 1990
Masters of Engineering, Computer Science
Harvard College
Bachelor of Arts, Social Relations
David Rosenberger's Salomon Brothers Experience 1996 - 1998
Job Douglas Elliman
Industry Real Estate
Experience
Douglas Elliman Real Estate 2001 - Present
Credit Suisse First Boston 2000 - 2001
Smith Barney 1998 - 2000
Salomon Brothers 1996 - 1998
Skills
Pricing, Consulting, Negotiation, Real Estate, Condos, Relocation, Investment Properties, Real Estate Transactions, Sellers, Luxury, Investors, Rentals, Residential Homes, Townhomes, Real Estate Development, Selling, Apartments, First Time Home Buyers, Property Management, Buyer Representation, Short Sales, Brokerage, Real Property, Buyers, Market Analysis, Contract Negotiation, Investments, Marketing, Mortgage Banking, Real Estate Economics, Leases, Property, Residential Mortgages, Loans, Loan Origination, FHA, Referrals, Sales
Education
Drew University 1989 — 1993
Political Science and Government
Friends 1985 — 1989
High School
Mt. Washington Elementary
Douglas Elliman Real Estate 2001 - Present
Credit Suisse First Boston 2000 - 2001
Smith Barney 1998 - 2000
Salomon Brothers 1996 - 1998
Skills
Pricing, Consulting, Negotiation, Real Estate, Condos, Relocation, Investment Properties, Real Estate Transactions, Sellers, Luxury, Investors, Rentals, Residential Homes, Townhomes, Real Estate Development, Selling, Apartments, First Time Home Buyers, Property Management, Buyer Representation, Short Sales, Brokerage, Real Property, Buyers, Market Analysis, Contract Negotiation, Investments, Marketing, Mortgage Banking, Real Estate Economics, Leases, Property, Residential Mortgages, Loans, Loan Origination, FHA, Referrals, Sales
Education
Drew University 1989 — 1993
Political Science and Government
Friends 1985 — 1989
High School
Mt. Washington Elementary
Lise Zettwuch's Salomon Brothers Experience 1990 - 1997
Job Trammo Inc.
Industry Transportation/Trucking/Railroad
Experience
Trammo Inc March 2011 - Present
Something About Beads December 2002 - December 2012
Tech Data April 1997 - November 2003
Salomon Brothers 1990 - 1997
Skills
Strategy, Management, Business Analysis, Business Development, Financial Analysis, Leadership
Education
Dowling College 1986 — 1988
MBA, Finance
Stony Brook University 1982 — 1984
BA, Economics
State University of New York College at Oneonta 1980 — 1982
Business Administration
Trammo Inc March 2011 - Present
Something About Beads December 2002 - December 2012
Tech Data April 1997 - November 2003
Salomon Brothers 1990 - 1997
Skills
Strategy, Management, Business Analysis, Business Development, Financial Analysis, Leadership
Education
Dowling College 1986 — 1988
MBA, Finance
Stony Brook University 1982 — 1984
BA, Economics
State University of New York College at Oneonta 1980 — 1982
Business Administration
Joe Moskowitz's Salomon Brothers Experience May 1987 - February 1993
Job Computer Software Professional
Industry Financial Services
Experience
Bank of America 2010 - Present
Pershing, LLC, Bank of New York Mellon 2009 - 2010
JP Morgan Chase August 2005 - March 2008
JP Morgan 2005 - 2008
JPMorgan 2005 - 2008
JPMorgan Chase 2005 - 2008
Barclays Capital June 2004 - August 2005
Merrill Lynch February 1993 - June 2004
Salomon Brothers May 1987 - February 1993
First Boston May 1983 - May 1987
Education
Columbia University in the City of New York 1977 — 1982
ABD, Physics
University of Rochester 1973 — 1977
BS, Physics
Bank of America 2010 - Present
Pershing, LLC, Bank of New York Mellon 2009 - 2010
JP Morgan Chase August 2005 - March 2008
JP Morgan 2005 - 2008
JPMorgan 2005 - 2008
JPMorgan Chase 2005 - 2008
Barclays Capital June 2004 - August 2005
Merrill Lynch February 1993 - June 2004
Salomon Brothers May 1987 - February 1993
First Boston May 1983 - May 1987
Education
Columbia University in the City of New York 1977 — 1982
ABD, Physics
University of Rochester 1973 — 1977
BS, Physics
Bill Rapavy's Salomon Brothers Experience 1986 - 1987
Job CFO, COO, CCO at Outpoint Capital
Industry Investment Management
Experience
Outpoint Capital March 2010 - Present
HedgEdge LLC May 2002 - Present
ElitePerformance Fund Ltd. - Offshore B.V.I. Umbrella Private Fund 2002 - 2007
CJS Capital Management 2001 - 2002
Dreman Value Management 2000 - 2001
Twenty-First Securities 1997 - 2000
New York City Housing Authority 1994 - 1997
Morningside Advisors 1990 - 1994
Merrill Lynch 1987 - 1988
Salomon Brothers 1986 - 1987
Skills
Hedge Funds, Equities, Fixed Income, Fund Of Funds, Funding, Fund Accounting, Risk Management, Alternative Investments, Asset Management, Capital Markets, Portfolio Management, Investor Relations
Education
Columbia University - Columbia Business School 1989 — 1990
MBA, Finance and International Business
Siena College 1980 — 1984
BBA, Accounting
Outpoint Capital March 2010 - Present
HedgEdge LLC May 2002 - Present
ElitePerformance Fund Ltd. - Offshore B.V.I. Umbrella Private Fund 2002 - 2007
CJS Capital Management 2001 - 2002
Dreman Value Management 2000 - 2001
Twenty-First Securities 1997 - 2000
New York City Housing Authority 1994 - 1997
Morningside Advisors 1990 - 1994
Merrill Lynch 1987 - 1988
Salomon Brothers 1986 - 1987
Skills
Hedge Funds, Equities, Fixed Income, Fund Of Funds, Funding, Fund Accounting, Risk Management, Alternative Investments, Asset Management, Capital Markets, Portfolio Management, Investor Relations
Education
Columbia University - Columbia Business School 1989 — 1990
MBA, Finance and International Business
Siena College 1980 — 1984
BBA, Accounting
Mavis Taintor's Salomon Brothers Experience 1993 - 1998
Job Senior Managing Director at Callidus Capital
Industry Banking
Experience
Callidus Capital May 2001 - Present
Credit Suisse First Boston 1999 - 2002
Salomon Brothers 1993 - 1998
Chemical Bank 1989 - 1996
Citibank 1976 - 1989
Education
New York University 1979 — 1981
MBA, Finance
University at Buffalo 1970 — 1974
Ph.D, Political Science
Cornell University
Callidus Capital May 2001 - Present
Credit Suisse First Boston 1999 - 2002
Salomon Brothers 1993 - 1998
Chemical Bank 1989 - 1996
Citibank 1976 - 1989
Education
New York University 1979 — 1981
MBA, Finance
University at Buffalo 1970 — 1974
Ph.D, Political Science
Cornell University
Kenneth G Thompson's Salomon Brothers Experience 1997 - 1999
Job Managing Director at Citigroup
Industry Financial Services
Experience
Citi 2007 - Present
Citi 2004 - 2007
Citi 2002 - 2004
Citi 1999 - 2002
Salomon Brothers 1997 - 1999
Salomon Brothers 1996 - 1997
Salomon Brothers 1992 - 1994
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
Queen's University 1988 — 1992
Bachelor of Commerce (B.Com.), Finance, General
Citi 2007 - Present
Citi 2004 - 2007
Citi 2002 - 2004
Citi 1999 - 2002
Salomon Brothers 1997 - 1999
Salomon Brothers 1996 - 1997
Salomon Brothers 1992 - 1994
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
Queen's University 1988 — 1992
Bachelor of Commerce (B.Com.), Finance, General
Lin Higgins's Salomon Brothers Experience August 1979 - January 1989
Job Chief Operating Officer
Industry Media Production
Experience
Veterans Advantage June 2000 - Present
Salomon Brothers August 1979 - January 1989
Skills
Marketing Strategy, Marketing, Business Development, Business Strategy, Online Advertising, Social Media, Social Media Marketing, Public Relations, Membership, Veterans Benefits, Advertising, Direct Marketing, Email Marketing, Entrepreneurship, Policy, Strategic Planning, Leadership, Marketing Communications
Education
Columbia University in the City of New York
Bachelor of Arts (B.A.), Political Science and Government
Detroit Country Day School
High School
Veterans Advantage June 2000 - Present
Salomon Brothers August 1979 - January 1989
Skills
Marketing Strategy, Marketing, Business Development, Business Strategy, Online Advertising, Social Media, Social Media Marketing, Public Relations, Membership, Veterans Benefits, Advertising, Direct Marketing, Email Marketing, Entrepreneurship, Policy, Strategic Planning, Leadership, Marketing Communications
Education
Columbia University in the City of New York
Bachelor of Arts (B.A.), Political Science and Government
Detroit Country Day School
High School
Robert Strawbridge's Salomon Brothers Experience February 1985 - February 1992
Job Business Owner, Sales Executive
Industry Automotive
Experience
Synergistic Enterprises, Inc. February 1990 - Present
River Forest Country Club 2010 - 2015
Salomon Brothers February 1985 - February 1992
Skills
Sales Management, Negotiation, Strategic Planning, New Business Development, Purchasing, Sales, Management, Team Building, Product Development, Inventory Management, Manufacturing, Supply Chain Management, Automotive, Supply Chain, Sales Operations
Education
Elmhurst College 1987 — 1989
Drake University 1979 — 1982
Pharmacy
Synergistic Enterprises, Inc. February 1990 - Present
River Forest Country Club 2010 - 2015
Salomon Brothers February 1985 - February 1992
Skills
Sales Management, Negotiation, Strategic Planning, New Business Development, Purchasing, Sales, Management, Team Building, Product Development, Inventory Management, Manufacturing, Supply Chain Management, Automotive, Supply Chain, Sales Operations
Education
Elmhurst College 1987 — 1989
Drake University 1979 — 1982
Pharmacy
Montrone, Katherine's Salomon Brothers Experience 1990 - 1993
Job Vice President Investments at Latona Associates
Industry Financial Services
Experience
Latona Associates April 2005 - Present
CSFB (formerly DLJ) June 1999 - February 2004
Donaldson, Lufkin & Jenrette Securities Corp. 1999 - 2001
Citigroup (formerlly Salomon Brothers) June 1996 - June 1999
Salomon Brothers 1990 - 1993
Accenture 1989 - 1990
Skills
Due Diligence, Investments, Mergers, Valuation
Education
Columbia University - Columbia Business School 1995 — 1996
MBA, Finance
University of Pennsylvania - The Wharton School 1985 — 1989
B.S.E, Economics and International Business
Latona Associates April 2005 - Present
CSFB (formerly DLJ) June 1999 - February 2004
Donaldson, Lufkin & Jenrette Securities Corp. 1999 - 2001
Citigroup (formerlly Salomon Brothers) June 1996 - June 1999
Salomon Brothers 1990 - 1993
Accenture 1989 - 1990
Skills
Due Diligence, Investments, Mergers, Valuation
Education
Columbia University - Columbia Business School 1995 — 1996
MBA, Finance
University of Pennsylvania - The Wharton School 1985 — 1989
B.S.E, Economics and International Business
Peter Herbert Chapman's Salomon Brothers Experience 1977 - 1986
Job Managing Member, Rosemoor Capital Management LLC
Industry Financial Services
Experience
Rosemoor Capital Management LLC 2011 - Present
CDK Group LLC 2000 - Present
Oppenheimer & Co. 1993 - 1999
CS First Boston 1986 - 1992
Salomon Brothers 1977 - 1986
Skills
Hedge Funds, Alternative Investments, Investments, Equities, Asset Managment, Private Equity, Portfolio Management, Asset Allocation, Venture Capital, Due Diligence, Investment Banking, Investor Relations, Emerging Markets, Valuation, Capital Markets, Fund Of Funds, Financial Modeling, Investment Strategies, Fixed Income, Investment Advisory, Asset Management
Education
Columbia University in the City of New York 1973 — 1977
BA, Economics
St. Michael's University School, Victoria , British Columbia 1968 — 1971
Rosemoor Capital Management LLC 2011 - Present
CDK Group LLC 2000 - Present
Oppenheimer & Co. 1993 - 1999
CS First Boston 1986 - 1992
Salomon Brothers 1977 - 1986
Skills
Hedge Funds, Alternative Investments, Investments, Equities, Asset Managment, Private Equity, Portfolio Management, Asset Allocation, Venture Capital, Due Diligence, Investment Banking, Investor Relations, Emerging Markets, Valuation, Capital Markets, Fund Of Funds, Financial Modeling, Investment Strategies, Fixed Income, Investment Advisory, Asset Management
Education
Columbia University in the City of New York 1973 — 1977
BA, Economics
St. Michael's University School, Victoria , British Columbia 1968 — 1971
Erica Klair's Salomon Brothers Experience June 1989 - June 1992
Job Vice President, US Consumer Marketing at MasterCard
Industry Financial Services
Experience
MasterCard September 2011 - Present
MasterCard Worldwide December 2006 - September 2011
MasterCard April 2005 - November 2006
National Football League October 2003 - February 2005
MasterCard August 2001 - October 2003
MasterCard December 1997 - July 2001
Associates Financial Services Company, Inc. August 1995 - November 1997
Advanta Corporation October 1992 - August 1995
Salomon Brothers June 1989 - June 1992
Skills
CRM, Business Development, Financial Services, Competitive Analysis, Strategic Partnerships, Account Management, New Business Development, Management Consulting, Vendor Management, Marketing Strategy, Credit Cards, Management, Payments, Business Strategy, Leadership, Program Management, E-commerce, Strategy, Product Development, Portfolio Management, Product Management, Analytics, Marketing, Segmentation, Relationship Management, Finance
Education
Drexel University 1984 — 1989
Bachelor of Science in Business Adminstration, Marketing & Finance
MasterCard September 2011 - Present
MasterCard Worldwide December 2006 - September 2011
MasterCard April 2005 - November 2006
National Football League October 2003 - February 2005
MasterCard August 2001 - October 2003
MasterCard December 1997 - July 2001
Associates Financial Services Company, Inc. August 1995 - November 1997
Advanta Corporation October 1992 - August 1995
Salomon Brothers June 1989 - June 1992
Skills
CRM, Business Development, Financial Services, Competitive Analysis, Strategic Partnerships, Account Management, New Business Development, Management Consulting, Vendor Management, Marketing Strategy, Credit Cards, Management, Payments, Business Strategy, Leadership, Program Management, E-commerce, Strategy, Product Development, Portfolio Management, Product Management, Analytics, Marketing, Segmentation, Relationship Management, Finance
Education
Drexel University 1984 — 1989
Bachelor of Science in Business Adminstration, Marketing & Finance
Bill Chappell's Salomon Brothers Experience 1989 - 1991
Job Senior Financial Services Manager
Industry Financial Services
Experience
Standard Chartered Bank 2011 - Present
Standard Chartered Bank 2010 - 2011
Standard Chartered Bank 2008 - 2009
American Express Bank 2003 - 2008
American Express Bank 2002 - 2003
American Express Bank 1996 - 2002
American Express Bank 1992 - 1996
Salomon Brothers 1989 - 1991
Manufacturers Hanover Trust 1984 - 1989
Education
Davidson College
BA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA
Standard Chartered Bank 2011 - Present
Standard Chartered Bank 2010 - 2011
Standard Chartered Bank 2008 - 2009
American Express Bank 2003 - 2008
American Express Bank 2002 - 2003
American Express Bank 1996 - 2002
American Express Bank 1992 - 1996
Salomon Brothers 1989 - 1991
Manufacturers Hanover Trust 1984 - 1989
Education
Davidson College
BA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA
Elliot Noma's Salomon Brothers Experience 1990 - 1993
Job Managing Director at Garrett Asset Management, quant trading
Industry Investment Management
Experience
Garrett Asset Management January 2009 - Present
Asset Alliance January 2009 - Present
Montclair State University August 2012 - July 2015
Hedge Harbor March 2008 - January 2009
Asset Alliance February 2003 - January 2009
Merrill Lynch Investment Managers January 2000 - February 2003
Deutsche Bank 1995 - 1999
JP Morgan 1993 - 1994
Salomon Brothers 1990 - 1993
First Boston 1990 - 1990
Skills
Hedge Funds, Fixed Income, Alternative Investments, Trading, Portfolio Management, Asset Management, Derivatives, Financial Markets, Equities, Commodity, Portfolio Optimization, Risk Management, Investments, Market Risk, Managed Futures, Investment Management, Quantitative Analytics, Capital Markets, Investment Strategies, Emerging Markets, Fund Of Funds, Hedging, Technical Analysis, Finance, Trading Systems, Asset Allocation, Structured Products, Quantitative Finance, ETFs, Credit Derivatives, Trading Strategies, Financial Risk, Private Equity, Mutual Funds, Options, Quantitative Investing, Credit Risk, MBS, Statistical Modeling, Investment Banking, Structured Finance, Global Macro, ETF structuring, Commodities Trading, Internet of Things, Mobile Applications, Android Development, Web Design
Education
University of Michigan 1974 — 1982
PhD, Mathematical Psychology
University of Michigan 1974 — 1976
MA, Mathematics
Dartmouth College 1968 — 1972
AB, Mathematics
Walter Johnson High School 1964 — 1968
Garrett Asset Management January 2009 - Present
Asset Alliance January 2009 - Present
Montclair State University August 2012 - July 2015
Hedge Harbor March 2008 - January 2009
Asset Alliance February 2003 - January 2009
Merrill Lynch Investment Managers January 2000 - February 2003
Deutsche Bank 1995 - 1999
JP Morgan 1993 - 1994
Salomon Brothers 1990 - 1993
First Boston 1990 - 1990
Skills
Hedge Funds, Fixed Income, Alternative Investments, Trading, Portfolio Management, Asset Management, Derivatives, Financial Markets, Equities, Commodity, Portfolio Optimization, Risk Management, Investments, Market Risk, Managed Futures, Investment Management, Quantitative Analytics, Capital Markets, Investment Strategies, Emerging Markets, Fund Of Funds, Hedging, Technical Analysis, Finance, Trading Systems, Asset Allocation, Structured Products, Quantitative Finance, ETFs, Credit Derivatives, Trading Strategies, Financial Risk, Private Equity, Mutual Funds, Options, Quantitative Investing, Credit Risk, MBS, Statistical Modeling, Investment Banking, Structured Finance, Global Macro, ETF structuring, Commodities Trading, Internet of Things, Mobile Applications, Android Development, Web Design
Education
University of Michigan 1974 — 1982
PhD, Mathematical Psychology
University of Michigan 1974 — 1976
MA, Mathematics
Dartmouth College 1968 — 1972
AB, Mathematics
Walter Johnson High School 1964 — 1968
Laura Maggos Finch's Salomon Brothers Experience 1989 - 1996
Job PR/Corporate Communications Specialist
Industry Public Relations and Communications
Experience
Credit Suisse First Boston 1998 - 2000
JP Morgan 1996 - 1998
Salomon Brothers 1989 - 1996
Education
Columbia University in the City of New York
BA, Political Science
Credit Suisse First Boston 1998 - 2000
JP Morgan 1996 - 1998
Salomon Brothers 1989 - 1996
Education
Columbia University in the City of New York
BA, Political Science
Andrew Feldman's Salomon Brothers Experience 1992 - 1993
Job Chief Legal Officer at BroadRiver Asset Management, L.P.
Industry Financial Services
Experience
BroadRiver Asset Management, L.P. November 2014 - Present
Crossbow Capital Management July 2013 - November 2014
Chichester Capital Management LP July 2009 - June 2013
Proxima Alfa Investments (USA) LLC (formerly VegaPlus Capital Partners (USA) LLC) June 2005 - July 2009
Citigroup Alternative Investments 1996 - 2005
Smith Barney Inc. 1993 - 1996
Salomon Brothers 1992 - 1993
Paul Weiss 1989 - 1991
US-Japan Fulbright Commission 1988 - 1989
U.S.. Securities and Exchange Commission 1986 - 1988
Education
University of North Carolina School of Law 1980 — 1983
JD
Cornell University 1976 — 1980
BA
American School in Japan 1974 — 1976
BroadRiver Asset Management, L.P. November 2014 - Present
Crossbow Capital Management July 2013 - November 2014
Chichester Capital Management LP July 2009 - June 2013
Proxima Alfa Investments (USA) LLC (formerly VegaPlus Capital Partners (USA) LLC) June 2005 - July 2009
Citigroup Alternative Investments 1996 - 2005
Smith Barney Inc. 1993 - 1996
Salomon Brothers 1992 - 1993
Paul Weiss 1989 - 1991
US-Japan Fulbright Commission 1988 - 1989
U.S.. Securities and Exchange Commission 1986 - 1988
Education
University of North Carolina School of Law 1980 — 1983
JD
Cornell University 1976 — 1980
BA
American School in Japan 1974 — 1976
Glenda McNeal's Salomon Brothers Experience 1986 - 1989
Job EVP, GM Global Client Group
Industry Financial Services
Experience
American Express August 2010 - Present
American Express June 2009 - August 2010
Salomon Brothers 1986 - 1989
Arthur Andersen June 1982 - December 1984
Skills
Financial Services, Loyalty Marketing, Strategic Partnerships, Strategic Planning, Customer Acquisition, Relationship Management, Financial Modeling, Business Development, Portfolio Management, Analytics, Re-engineering, Corporate Development, Executive Management, Strategy, Competitive Analysis, Segmentation, Payments, Mergers & Acquisitions, P&L Management, Product Management
Education
University of Pennsylvania - The Wharton School 1985 — 1986
MBA, Business & Finance
Dillard University 1978 — 1982
BA, Accounting
American Express August 2010 - Present
American Express June 2009 - August 2010
Salomon Brothers 1986 - 1989
Arthur Andersen June 1982 - December 1984
Skills
Financial Services, Loyalty Marketing, Strategic Partnerships, Strategic Planning, Customer Acquisition, Relationship Management, Financial Modeling, Business Development, Portfolio Management, Analytics, Re-engineering, Corporate Development, Executive Management, Strategy, Competitive Analysis, Segmentation, Payments, Mergers & Acquisitions, P&L Management, Product Management
Education
University of Pennsylvania - The Wharton School 1985 — 1986
MBA, Business & Finance
Dillard University 1978 — 1982
BA, Accounting
Oren Cohen's Salomon Brothers Experience 1991 - 1995
Job Founding Principal & CIO at Pinebank Asset Management
Industry Financial Services
Experience
Pinebank Asset Management, LP July 2004 - Present
Trilogy Capital 2002 - 2004
Merrill Lynch 2000 - 2002
Bear Stearns 1995 - 2000
Salomon Brothers 1991 - 1995
Royal Bank of Canada 1987 - 1991
Skills
Hedge Funds, High Yield, Alternative Investments, Special Situations, Fixed Income, Equities, Bonds, Credit Derivatives, Asset Managment, Capital Markets, Investments, Portfolio Management, Private Equity, Equity Research, Leveraged Finance, Financial Markets, Investment Strategies, Structured Finance, Equity Derivatives, Financial Structuring, High Grade, Asset Management, Options, Mutual Funds, Global Macro, Valuation, Investment Banking, Structured Products, Investment Management, Equity Valuation, Series 7, Bloomberg, Securities, Fund Of Funds, CDS, Derivatives, Proprietary Trading, Trading
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance
Columbia University in the City of New York 1976 — 1981
BA, Economics
Pinebank Asset Management, LP July 2004 - Present
Trilogy Capital 2002 - 2004
Merrill Lynch 2000 - 2002
Bear Stearns 1995 - 2000
Salomon Brothers 1991 - 1995
Royal Bank of Canada 1987 - 1991
Skills
Hedge Funds, High Yield, Alternative Investments, Special Situations, Fixed Income, Equities, Bonds, Credit Derivatives, Asset Managment, Capital Markets, Investments, Portfolio Management, Private Equity, Equity Research, Leveraged Finance, Financial Markets, Investment Strategies, Structured Finance, Equity Derivatives, Financial Structuring, High Grade, Asset Management, Options, Mutual Funds, Global Macro, Valuation, Investment Banking, Structured Products, Investment Management, Equity Valuation, Series 7, Bloomberg, Securities, Fund Of Funds, CDS, Derivatives, Proprietary Trading, Trading
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance
Columbia University in the City of New York 1976 — 1981
BA, Economics
Edward DeSear's Salomon Brothers Experience November 1986 - June 1988
Job Partner at Allen & Overy
Industry Law Practice
Experience
Allen & Overy July 2010 - Present
Kazan State University November 2010 - November 2010
Bingham McCutchen LLP May 2003 - July 2010
McKee Nelson May 2003 - July 2009
Samara State University of Economics February 2009 - February 2009
Orrick, Herrington & Sutcliffe LLP May 1993 - May 2003
Milbank, Tweed, Hadley & McCloy LLP June 1988 - May 1993
Salomon Brothers November 1986 - June 1988
Salomon Brothers September 1982 - October 1986
Brown, Wood, Ivey, Mitchell & Petty June 1973 - September 1982
Education
University of Virginia School of Law 1971 — 1973
J.D., Law
University of Florida - Fredric G. Levin College of Law 1970 — 1971
Columbia University in the City of New York 1964 — 1968
A.B., Liberal Arts (American History Major)
Allen & Overy July 2010 - Present
Kazan State University November 2010 - November 2010
Bingham McCutchen LLP May 2003 - July 2010
McKee Nelson May 2003 - July 2009
Samara State University of Economics February 2009 - February 2009
Orrick, Herrington & Sutcliffe LLP May 1993 - May 2003
Milbank, Tweed, Hadley & McCloy LLP June 1988 - May 1993
Salomon Brothers November 1986 - June 1988
Salomon Brothers September 1982 - October 1986
Brown, Wood, Ivey, Mitchell & Petty June 1973 - September 1982
Education
University of Virginia School of Law 1971 — 1973
J.D., Law
University of Florida - Fredric G. Levin College of Law 1970 — 1971
Columbia University in the City of New York 1964 — 1968
A.B., Liberal Arts (American History Major)
Aaron Cooperband's Salomon Brothers Experience September 1986 - August 1988
Job Financial Advisor at Stark Miller Financial Benefits Group
Industry Investment Management
Experience
Stark Miller Financial Benefits Group July 2010 - Present
AXA Advisors February 2009 - July 2010
Self Employed January 1998 - January 2009
Deutsche Bank January 1995 - January 1998
Merrill Lynch June 1990 - January 1995
Salomon Brothers September 1986 - August 1988
Education
UCLA Anderson School of Management 1988 — 1990
MBA, Finance
Columbia University in the City of New York 1982 — 1986
BA, Computer Science
Stark Miller Financial Benefits Group July 2010 - Present
AXA Advisors February 2009 - July 2010
Self Employed January 1998 - January 2009
Deutsche Bank January 1995 - January 1998
Merrill Lynch June 1990 - January 1995
Salomon Brothers September 1986 - August 1988
Education
UCLA Anderson School of Management 1988 — 1990
MBA, Finance
Columbia University in the City of New York 1982 — 1986
BA, Computer Science
Harold Levy's Salomon Brothers Experience 1993 - 1999
Job Executive Director at Jack Kent Cooke Foundation
Industry Education Management
Experience
Jack Kent Cooke Foundation September 2014 - Present
Cambium Learning 2009 - Present
Citizens Union 2008 - Present
Palm Ventures January 2010 - August 2014
Plainfield Asset Management May 2008 - December 2009
Financial Institutions Regulatory Authority 2006 - 2009
Kaplan, Inc. 2002 - 2008
NYC Board of Education February 2000 - August 2002
Citigroup 1998 - 2000
Salomon Brothers 1993 - 1999
Skills
Venture Capital, Mergers, Corporate Development, Start-ups, Fundraising, Strategic Partnerships, Hedge Funds, Mergers & Acquisitions, Entrepreneurship, Strategy, Leadership, Due Diligence, Strategic Planning, Executive Management, Business Strategy, Private Equity, Business Development, Corporate Finance, Business Planning, Restructuring, Management Consulting, Financial Modeling, Acquisition Integration
Education
Oxford University 1976 — 1978
MA (Oxon), Politics, Philosophy & Economics
Cornell Law School 1974 — 1979
JD
Cornell University 1970 — 1974
BS, Industrial & Labor Relations
Jack Kent Cooke Foundation September 2014 - Present
Cambium Learning 2009 - Present
Citizens Union 2008 - Present
Palm Ventures January 2010 - August 2014
Plainfield Asset Management May 2008 - December 2009
Financial Institutions Regulatory Authority 2006 - 2009
Kaplan, Inc. 2002 - 2008
NYC Board of Education February 2000 - August 2002
Citigroup 1998 - 2000
Salomon Brothers 1993 - 1999
Skills
Venture Capital, Mergers, Corporate Development, Start-ups, Fundraising, Strategic Partnerships, Hedge Funds, Mergers & Acquisitions, Entrepreneurship, Strategy, Leadership, Due Diligence, Strategic Planning, Executive Management, Business Strategy, Private Equity, Business Development, Corporate Finance, Business Planning, Restructuring, Management Consulting, Financial Modeling, Acquisition Integration
Education
Oxford University 1976 — 1978
MA (Oxon), Politics, Philosophy & Economics
Cornell Law School 1974 — 1979
JD
Cornell University 1970 — 1974
BS, Industrial & Labor Relations
Craig Fithian's Salomon Brothers Experience 1989 - 1999
Job Independent Financial Services Professional
Industry Financial Services
Experience
Citigroup 2003 - 2007
Salomon Brothers 1989 - 1999
Skills
Risk Management, Derivatives, Options
Education
New York University 1984 — 1989
Applied Mathematics
Cornell University 1983 — 1984
Applied Mathematics
Northwestern University 1978 — 1981
Integrated Science
Citigroup 2003 - 2007
Salomon Brothers 1989 - 1999
Skills
Risk Management, Derivatives, Options
Education
New York University 1984 — 1989
Applied Mathematics
Cornell University 1983 — 1984
Applied Mathematics
Northwestern University 1978 — 1981
Integrated Science
Lisa Donneson's Salomon Brothers Experience 1981 - 1988
Job Proprietor at Bouké Wines
Industry Food & Beverages
Experience
Bouké Wines 2007 - Present
County NatWest 1989 - 1991
Salomon Brothers 1981 - 1988
Skills
Marketing Strategy, New Business Development, Business Strategy, Business Planning, Sales Management, Strategic Planning, Product Development, Marketing, Negotiation, Entrepreneurship, Wine, Customer Service
Education
Columbia University - Columbia Business School 1980 — 1981
Master of Business Administration (MBA), Finance and Marketing
Trinity College-Hartford 1970 — 1974
Bachelor of Arts (BA), Music
Bouké Wines 2007 - Present
County NatWest 1989 - 1991
Salomon Brothers 1981 - 1988
Skills
Marketing Strategy, New Business Development, Business Strategy, Business Planning, Sales Management, Strategic Planning, Product Development, Marketing, Negotiation, Entrepreneurship, Wine, Customer Service
Education
Columbia University - Columbia Business School 1980 — 1981
Master of Business Administration (MBA), Finance and Marketing
Trinity College-Hartford 1970 — 1974
Bachelor of Arts (BA), Music
Arturo Carrillo's Salomon Brothers Experience August 1997 - October 2000
Job Private Equity Investor
Industry Venture Capital & Private Equity
Experience
Dobbs Equity Partners LLC 2013 - Present
The Universal Group LLC August 2014 - Present
Grey Mountain Partners 2012 - 2013
Vitro America January 2010 - December 2011
Vitro America April 2004 - January 2010
Vitro September 2002 - April 2004
Salomon Brothers August 1997 - October 2000
Skills
Mergers, Acquistions, P&L Responsibility, Managing multiple..., Carve-outs, Financial Reporting, Turn Around Management, Restructuring, Private Equity, Strategic Planning, Secured Financing, Venture Capital, Business Strategy, New Business Development, Business Planning, Mergers & Acquisitions, Finance, Due Diligence, Management, Strategy, Negotiation, Investment Banking, Corporate Finance, Management Consulting, P&L Management, Corporate Development, Acquisitions, LBO, Financial Analysis, Divestitures, M&A experience
Education
Harvard Business School 2000 — 2002
MBA
Cornell University
Masters of Engineering, Operations Research and Industrial Engineering
Cornell University
Bachelor of Science (BS), Operations Research and Industrial Engineering
Dobbs Equity Partners LLC 2013 - Present
The Universal Group LLC August 2014 - Present
Grey Mountain Partners 2012 - 2013
Vitro America January 2010 - December 2011
Vitro America April 2004 - January 2010
Vitro September 2002 - April 2004
Salomon Brothers August 1997 - October 2000
Skills
Mergers, Acquistions, P&L Responsibility, Managing multiple..., Carve-outs, Financial Reporting, Turn Around Management, Restructuring, Private Equity, Strategic Planning, Secured Financing, Venture Capital, Business Strategy, New Business Development, Business Planning, Mergers & Acquisitions, Finance, Due Diligence, Management, Strategy, Negotiation, Investment Banking, Corporate Finance, Management Consulting, P&L Management, Corporate Development, Acquisitions, LBO, Financial Analysis, Divestitures, M&A experience
Education
Harvard Business School 2000 — 2002
MBA
Cornell University
Masters of Engineering, Operations Research and Industrial Engineering
Cornell University
Bachelor of Science (BS), Operations Research and Industrial Engineering
David Rupert's Salomon Brothers Experience 1986 - 1996
Job President at Griffin Capital
Industry Real Estate
Experience
Griffin Capital September 2010 - Present
The Olympia Companies 2009 - 2010
Griffin Capital 2000 - 2008
Salomon Brothers 1986 - 1996
Skills
Private Equity, Real Estate, Due Diligence, Asset Managment, Alternative Investments, Real Estate Economics, Investments, Asset Management, Brokerage, Disposition, Corporate Real Estate, Mutual Funds, Real Estate Financing, Investment Properties, Valuation, Joint Ventures, Mergers & Acquisitions, Commercial Real Estate, Portfolio Management, Securities, Investment Strategies, Real Estate Transactions
Education
Harvard Business School 1984 — 1986
MBA, finance, real estate
Cornell University 1975 — 1979
BA, Economics
Griffin Capital September 2010 - Present
The Olympia Companies 2009 - 2010
Griffin Capital 2000 - 2008
Salomon Brothers 1986 - 1996
Skills
Private Equity, Real Estate, Due Diligence, Asset Managment, Alternative Investments, Real Estate Economics, Investments, Asset Management, Brokerage, Disposition, Corporate Real Estate, Mutual Funds, Real Estate Financing, Investment Properties, Valuation, Joint Ventures, Mergers & Acquisitions, Commercial Real Estate, Portfolio Management, Securities, Investment Strategies, Real Estate Transactions
Education
Harvard Business School 1984 — 1986
MBA, finance, real estate
Cornell University 1975 — 1979
BA, Economics
Maria Richter's Salomon Brothers Experience 1992 - 1993
Job Non Executive Director at Rexel
Industry Investment Banking
Experience
Anglo Gold Ashanti January 2015 - Present
Rexel May 2014 - Present
Bessemer Trust 2008 - Present
Pro Mujer International 2006 - Present
National Grid plc 2003 - July 2014
Vitec Group plc February 2007 - May 2013
Pantry, Inc July 2006 - March 2013
Morgan Stanley 1993 - 2002
Salomon Brothers 1992 - 1993
Prudential Power Funding/Pru Capital 1985 - 1992
Skills
Venture Capital, Financial Modeling, Investment Banking, Management, Strategy, Mergers & Acquisitions, Strategic Planning, Mergers, Private Equity, Valuation, Corporate Finance, Due Diligence, Finance, Capital Markets, Financial Analysis, Business Strategy, Investments
Education
Georgetown University Law Center 1977 — 1980
JD
Cornell University 1975 — 1977
BA
Wellesley College 1973 — 1975
Anglo Gold Ashanti January 2015 - Present
Rexel May 2014 - Present
Bessemer Trust 2008 - Present
Pro Mujer International 2006 - Present
National Grid plc 2003 - July 2014
Vitec Group plc February 2007 - May 2013
Pantry, Inc July 2006 - March 2013
Morgan Stanley 1993 - 2002
Salomon Brothers 1992 - 1993
Prudential Power Funding/Pru Capital 1985 - 1992
Skills
Venture Capital, Financial Modeling, Investment Banking, Management, Strategy, Mergers & Acquisitions, Strategic Planning, Mergers, Private Equity, Valuation, Corporate Finance, Due Diligence, Finance, Capital Markets, Financial Analysis, Business Strategy, Investments
Education
Georgetown University Law Center 1977 — 1980
JD
Cornell University 1975 — 1977
BA
Wellesley College 1973 — 1975
Jeffrey Raff's Salomon Brothers Experience March 1984 - December 1989
Job Senior Vice President, Investments at Gilford Securities
Industry Financial Services
Experience
Gilford Securities May 2008 - Present
Producer of Independent Film and Theatre March 2001 - Present
Morgan Keegan September 1994 - April 2008
First Manhattan Co. January 1990 - August 1994
Salomon Brothers March 1984 - December 1989
Coopertex June 1982 - February 1984
Education
New York University - Leonard N. Stern School of Business 1985 — 1991
MBA, Finance
Cornell University 1978 — 1982
Bachelor of Science, Labor Relations
Gilford Securities May 2008 - Present
Producer of Independent Film and Theatre March 2001 - Present
Morgan Keegan September 1994 - April 2008
First Manhattan Co. January 1990 - August 1994
Salomon Brothers March 1984 - December 1989
Coopertex June 1982 - February 1984
Education
New York University - Leonard N. Stern School of Business 1985 — 1991
MBA, Finance
Cornell University 1978 — 1982
Bachelor of Science, Labor Relations
Angela Helms (Anello), SPHR's Salomon Brothers Experience 1988 - 1992
Job Leadership Development Executive at Bank of America
Industry Human Resources
Experience
Bank of America April 2004 - Present
Baxter Healthcare 2000 - 2004
PriceWaterhouseCoopers 1997 - 2000
Dean Witter Discover 1993 - 1995
Salomon Brothers 1988 - 1992
Skills
Change Management, Coaching, Human Resources, Process Improvement, Workforce Planning, Management Consulting, Mergers & Acquisitions, Training, Team Building
Education
University of Michigan - Stephen M. Ross School of Business 1995 — 1997
MBA
Cornell University 1984 — 1988
BS, ILR
Bank of America April 2004 - Present
Baxter Healthcare 2000 - 2004
PriceWaterhouseCoopers 1997 - 2000
Dean Witter Discover 1993 - 1995
Salomon Brothers 1988 - 1992
Skills
Change Management, Coaching, Human Resources, Process Improvement, Workforce Planning, Management Consulting, Mergers & Acquisitions, Training, Team Building
Education
University of Michigan - Stephen M. Ross School of Business 1995 — 1997
MBA
Cornell University 1984 — 1988
BS, ILR
Eric Keiter's Salomon Brothers Experience 1987 - 1994
Job Principal at Shadow Tree Capital Management LLC
Industry Investment Management
Experience
Shadow Tree Capital Management LLC September 2013 - Present
New York Livery Leasing, Inc. 2009 - 2013
MKP Capital Management, L.L.C. 1995 - 2006
Salomon Brothers 1987 - 1994
Skills
Hedge Funds, Valuation, Fixed Income, Capital Markets, Alternative Investments, Asset Management, Portfolio Management, Investments, Product Development, Equities, Leadership, Options, Investment Banking, Private Equity, Structured Finance
Education
Columbia University in the City of New York 1986 — 1987
M.A., Chemistry
Penn State University 1982 — 1986
B.S. (Honors), Chemistry
Shadow Tree Capital Management LLC September 2013 - Present
New York Livery Leasing, Inc. 2009 - 2013
MKP Capital Management, L.L.C. 1995 - 2006
Salomon Brothers 1987 - 1994
Skills
Hedge Funds, Valuation, Fixed Income, Capital Markets, Alternative Investments, Asset Management, Portfolio Management, Investments, Product Development, Equities, Leadership, Options, Investment Banking, Private Equity, Structured Finance
Education
Columbia University in the City of New York 1986 — 1987
M.A., Chemistry
Penn State University 1982 — 1986
B.S. (Honors), Chemistry
Leonard (Lenny) Schnall, MBA's Salomon Brothers Experience 1986 - 1987
Job Financial Analyst/ Consultant
Industry Financial Services
Experience
RoundPoint Mortgage Servicing Corporation July 2015 - September 2015
Wells Fargo June 2014 - December 2014
HF Financial March 2013 - June 2013
New York Life Insurance Company March 2012 - January 2013
Bank of America July 2004 - June 2011
Merrill Lynch February 1999 - November 2003
Lehman Brothers 1996 - 1998
Lehman Brothers 1991 - 1996
Smith Barney 1987 - 1991
Salomon Brothers 1986 - 1987
Skills
Fixed Income, Investment Banking, Securities, Capital Markets, Financial Analysis, Financial Reporting, Fixed Annuities, Retirement Planning, Syndications, Middle Office, IPO, Bonds, Municipal Bonds, Equity Capital Markets, TQM- Total Quality..., Process Improvement, Six Sigma, Excel, Personal Financial..., Term Life Insurance, Whole Life, Universal Life, Disability Insurance, Long Term Care Insurance, Health Insurance, Investments, Financial Services, Life Insurance, Long-term Care, Financial Markets, Product Control, Finance, Insurance, Mutual Funds, Strategic Financial..., Series 7
Education
Fordham University Graduate School of Business Administration 1988 — 1991
MBA, Finance
Dowling College 1981 — 1985
BBA, Accounting
RoundPoint Mortgage Servicing Corporation July 2015 - September 2015
Wells Fargo June 2014 - December 2014
HF Financial March 2013 - June 2013
New York Life Insurance Company March 2012 - January 2013
Bank of America July 2004 - June 2011
Merrill Lynch February 1999 - November 2003
Lehman Brothers 1996 - 1998
Lehman Brothers 1991 - 1996
Smith Barney 1987 - 1991
Salomon Brothers 1986 - 1987
Skills
Fixed Income, Investment Banking, Securities, Capital Markets, Financial Analysis, Financial Reporting, Fixed Annuities, Retirement Planning, Syndications, Middle Office, IPO, Bonds, Municipal Bonds, Equity Capital Markets, TQM- Total Quality..., Process Improvement, Six Sigma, Excel, Personal Financial..., Term Life Insurance, Whole Life, Universal Life, Disability Insurance, Long Term Care Insurance, Health Insurance, Investments, Financial Services, Life Insurance, Long-term Care, Financial Markets, Product Control, Finance, Insurance, Mutual Funds, Strategic Financial..., Series 7
Education
Fordham University Graduate School of Business Administration 1988 — 1991
MBA, Finance
Dowling College 1981 — 1985
BBA, Accounting
Charles Choy's Salomon Brothers Experience February 1993 - May 1999
Job Assistant Professor of Surgery
Industry Hospital & Health Care
Experience
Hofstra North Shore LIJ School of Medicine July 2011 - Present
North Shore-LIJ Health System June 2010 - Present
Staten Island University Hospital September 2005 - May 2010
Staten Island University Hospital July 2004 - June 2005
Staten Island University Hospital July 1999 - June 2004
Salomon Brothers February 1993 - May 1999
Skills
Healthcare Management, Hospitals, Surgery, Healthcare, Clinical Research, General Surgery, EMR, Healthcare Information..., Patient Safety, Robotic Surgery, Minimally Invasive..., Hernia Repair
Education
S.U.N.Y. Downstate School of Medicine 1995 — 1999
Doctor of Medicine (M.D.), Medicine
Columbia University in the City of New York 1992 — 1994
Postbaccalaureate Premedical Studies, Pre-Medicine/Pre-Medical Studies
New York University, Stern School of Business 1988 — 1992
BS, Management
Stuyvesant High School 1985 — 1988
High School Diploma, Science
Hofstra North Shore LIJ School of Medicine July 2011 - Present
North Shore-LIJ Health System June 2010 - Present
Staten Island University Hospital September 2005 - May 2010
Staten Island University Hospital July 2004 - June 2005
Staten Island University Hospital July 1999 - June 2004
Salomon Brothers February 1993 - May 1999
Skills
Healthcare Management, Hospitals, Surgery, Healthcare, Clinical Research, General Surgery, EMR, Healthcare Information..., Patient Safety, Robotic Surgery, Minimally Invasive..., Hernia Repair
Education
S.U.N.Y. Downstate School of Medicine 1995 — 1999
Doctor of Medicine (M.D.), Medicine
Columbia University in the City of New York 1992 — 1994
Postbaccalaureate Premedical Studies, Pre-Medicine/Pre-Medical Studies
New York University, Stern School of Business 1988 — 1992
BS, Management
Stuyvesant High School 1985 — 1988
High School Diploma, Science
Rebecca Donovan Brown's Salomon Brothers Experience June 1991 - June 1993
Job at Texas CASA Board of Directors
Industry Nonprofit Organization Management
Experience
Texas CASA June 2010 - Present
CASA of Travis County September 2009 - Present
FlashPoint Technology 2000 - 2001
Opholio Inc January 1999 - May 2000
Fox Kids Network June 1997 - September 1999
Blockbuster May 1996 - February 1997
Salomon Brothers June 1991 - June 1993
Skills
Strategic Planning, Business Development, Leadership, Social Media, Project Management, Marketing, Volunteer Management, Management, Media Relations, Nonprofits, Fundraising, Program Development, Social Media Marketing, Sales
Education
Massachusetts Institute of Technology - Sloan School of Management 1994 — 1996
MBA, New Product Development
Cornell University 1987 — 1991
BS, Engineering
Texas CASA June 2010 - Present
CASA of Travis County September 2009 - Present
FlashPoint Technology 2000 - 2001
Opholio Inc January 1999 - May 2000
Fox Kids Network June 1997 - September 1999
Blockbuster May 1996 - February 1997
Salomon Brothers June 1991 - June 1993
Skills
Strategic Planning, Business Development, Leadership, Social Media, Project Management, Marketing, Volunteer Management, Management, Media Relations, Nonprofits, Fundraising, Program Development, Social Media Marketing, Sales
Education
Massachusetts Institute of Technology - Sloan School of Management 1994 — 1996
MBA, New Product Development
Cornell University 1987 — 1991
BS, Engineering
Jack Luo's Salomon Brothers Experience November 1995 - April 1997
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2000 - Present
Merrill Lynch May 2000 - December 2008
Lehman Brothers April 1997 - April 2000
Salomon Brothers November 1995 - April 1997
Beacon Software Development Company October 1994 - November 1995
Skills
Equities, Derivatives, Fixed Income, Equity Derivatives, Trading Systems, Hedge Funds, Structured Products, Quantitative Finance, Interest Rate..., Investment Banking, Capital Markets, Electronic Trading, Options, Market Data, Trading, Credit Derivatives
Education
Cornell University 1988 — 1994
PhD, Math
Shanghai Jiao Tong University
Bank of America Merrill Lynch May 2000 - Present
Merrill Lynch May 2000 - December 2008
Lehman Brothers April 1997 - April 2000
Salomon Brothers November 1995 - April 1997
Beacon Software Development Company October 1994 - November 1995
Skills
Equities, Derivatives, Fixed Income, Equity Derivatives, Trading Systems, Hedge Funds, Structured Products, Quantitative Finance, Interest Rate..., Investment Banking, Capital Markets, Electronic Trading, Options, Market Data, Trading, Credit Derivatives
Education
Cornell University 1988 — 1994
PhD, Math
Shanghai Jiao Tong University
Rick Juarbe's Salomon Brothers Experience 1992 - 1997
Job Financial Services Professional at Prudential Financial
Industry Financial Services
Experience
Prudential Financial April 2015 - Present
Citizens Financial Group, Inc. September 2014 - April 2015
Citi 1997 - August 2014
Salomon Brothers 1992 - 1997
Kemper Corporation 1990 - 1992
American Express 1989 - 1990
Transohio Savings Bank 1988 - 1989
Gibraltar Private Bank & Trust 1984 - 1987
Pioneer Federal Credit Union 1982 - 1984
Skills
Securities, Financial Services, Equities, Middle Office, Fixed Income, Back Office, Banking, Capital Markets, Trading, Investment Banking, Derivatives, Portfolio Management, Risk Management, Trading Systems, Settlement, Bloomberg, Hedge Funds, Prime Brokerage, Business Analysis, Financial Risk, Asset Management, Bonds, Investments, Series 7, Microsoft Excel, PowerPoint, Leadership Development, Microsoft Publisher, Managing Database, Proprietary Systems
Education
New York University 2003 — 2004
Business Management Certificate, Business Administration and Management, General
Cuyahoga Community College 1989 — 1989
Business Management, Business Administration and Management, General
St. Petersburg College 1984 — 1984
Business Management, Business Administration and Management, General
Prudential Financial April 2015 - Present
Citizens Financial Group, Inc. September 2014 - April 2015
Citi 1997 - August 2014
Salomon Brothers 1992 - 1997
Kemper Corporation 1990 - 1992
American Express 1989 - 1990
Transohio Savings Bank 1988 - 1989
Gibraltar Private Bank & Trust 1984 - 1987
Pioneer Federal Credit Union 1982 - 1984
Skills
Securities, Financial Services, Equities, Middle Office, Fixed Income, Back Office, Banking, Capital Markets, Trading, Investment Banking, Derivatives, Portfolio Management, Risk Management, Trading Systems, Settlement, Bloomberg, Hedge Funds, Prime Brokerage, Business Analysis, Financial Risk, Asset Management, Bonds, Investments, Series 7, Microsoft Excel, PowerPoint, Leadership Development, Microsoft Publisher, Managing Database, Proprietary Systems
Education
New York University 2003 — 2004
Business Management Certificate, Business Administration and Management, General
Cuyahoga Community College 1989 — 1989
Business Management, Business Administration and Management, General
St. Petersburg College 1984 — 1984
Business Management, Business Administration and Management, General
Peter Eliot's Salomon Brothers Experience October 1995 - January 1998
Job VP and Investment Analyst at Capital Research Company
Industry Investment Management
Experience
Columbia Business School May 2011 - Present
Capital Research Company August 2004 - Present
Himalaya Capital September 2002 - May 2003
Sovereign Asset Management January 1998 - December 1999
Salomon Brothers October 1995 - January 1998
Skills
Financial Modeling, Valuation, Investments, Equity Research, Entrepreneurship, Financial Analysis, Equities, Business Strategy, Research, Venture Capital, Strategic Planning, Capital Markets, Due Diligence, Private Equity, Public Speaking, Alternative Investments, Asset Management, Analysis
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Investment Management
Columbia University - School of International and Public Affairs 2001 — 2004
MIA, Int'l Affairs
Columbia University in the City of New York 2001 — 2004
MBA/MIA, Business, Int'l Affairs
University of Pennsylvania 1991 — 1994
BA, Int'l Relations
Columbia Business School May 2011 - Present
Capital Research Company August 2004 - Present
Himalaya Capital September 2002 - May 2003
Sovereign Asset Management January 1998 - December 1999
Salomon Brothers October 1995 - January 1998
Skills
Financial Modeling, Valuation, Investments, Equity Research, Entrepreneurship, Financial Analysis, Equities, Business Strategy, Research, Venture Capital, Strategic Planning, Capital Markets, Due Diligence, Private Equity, Public Speaking, Alternative Investments, Asset Management, Analysis
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Investment Management
Columbia University - School of International and Public Affairs 2001 — 2004
MIA, Int'l Affairs
Columbia University in the City of New York 2001 — 2004
MBA/MIA, Business, Int'l Affairs
University of Pennsylvania 1991 — 1994
BA, Int'l Relations
Robert Rosmarin's Salomon Brothers Experience March 1989 - January 1991
Job Financial Services Professional
Industry Financial Services
Experience
Princeton Information Systems April 2012 - January 2013
The Bank of New York Mellon June 2010 - December 2010
AllianceBernstein April 2004 - December 2009
Mutual of America October 2002 - April 2003
The Chase Manhattan Bank November 1998 - May 2001
The Chase Manhattan Bank November 1994 - November 1998
OLSTEN ACCOUNTING SERVICES February 1992 - November 1994
Thompson Publishing Group 1992 - 1993
GKN SECURITIES October 1991 - February 1992
Salomon Brothers March 1989 - January 1991
Skills
Pricing, Business Analysis, Customer Relations, Research, Disaster Recovery, Equities, Fixed Income, Hedge Funds, Financial Modeling, Database Administration, Financial Analysis, Portfolio Management, Asset Management, Securities, Compliance, Excel, Financial Reporting, Access, Trading, PowerPoint, Valuation, Risk Management, Word, Investments, Due Diligence, Corporate Actions, Process Improvement, Bloomberg, Business Strategy, Problem Solving, Analysis, Team Building, Customer Service, Asset Pricing, Derivatives, FX, Mutual Funds, Commodities, Reconciliation, Options, Middle Office, Capital Markets, Corporate Finance, Investment Banking, Fund Accounting, Risk, Financial Markets, Back Office, Alternative Investments, Bonds
Education
State University of New York Empire State College 2014 — 2016
Associate's degree, Business
Cornell University 1997 — 1998
FRANKLIN K. LANE HIGH SCHOOL 1984 — 1987
Diploma, Business Administration and Management, General
Princeton Information Systems April 2012 - January 2013
The Bank of New York Mellon June 2010 - December 2010
AllianceBernstein April 2004 - December 2009
Mutual of America October 2002 - April 2003
The Chase Manhattan Bank November 1998 - May 2001
The Chase Manhattan Bank November 1994 - November 1998
OLSTEN ACCOUNTING SERVICES February 1992 - November 1994
Thompson Publishing Group 1992 - 1993
GKN SECURITIES October 1991 - February 1992
Salomon Brothers March 1989 - January 1991
Skills
Pricing, Business Analysis, Customer Relations, Research, Disaster Recovery, Equities, Fixed Income, Hedge Funds, Financial Modeling, Database Administration, Financial Analysis, Portfolio Management, Asset Management, Securities, Compliance, Excel, Financial Reporting, Access, Trading, PowerPoint, Valuation, Risk Management, Word, Investments, Due Diligence, Corporate Actions, Process Improvement, Bloomberg, Business Strategy, Problem Solving, Analysis, Team Building, Customer Service, Asset Pricing, Derivatives, FX, Mutual Funds, Commodities, Reconciliation, Options, Middle Office, Capital Markets, Corporate Finance, Investment Banking, Fund Accounting, Risk, Financial Markets, Back Office, Alternative Investments, Bonds
Education
State University of New York Empire State College 2014 — 2016
Associate's degree, Business
Cornell University 1997 — 1998
FRANKLIN K. LANE HIGH SCHOOL 1984 — 1987
Diploma, Business Administration and Management, General
Kiyomi Camp's Salomon Brothers Experience 1986 - 1989
Job Technical Specialist at Stuart Country Day School of the Sacred Heart
Industry Primary/Secondary Education
Experience
Stuart Country Day School of the Sacred Heart June 2003 - Present
Salomon Brothers 1986 - 1989
Education
Columbia University in the City of New York 1980 — 1982
Biostatistics
Columbia University Mailman School of Public Health 1978 — 1980
MS, Biostatistics
Reed College 1973 — 1977
BA, Mathematics
Stuart Country Day School of the Sacred Heart June 2003 - Present
Salomon Brothers 1986 - 1989
Education
Columbia University in the City of New York 1980 — 1982
Biostatistics
Columbia University Mailman School of Public Health 1978 — 1980
MS, Biostatistics
Reed College 1973 — 1977
BA, Mathematics
John Meyer, CFA's Salomon Brothers Experience January 1997 - June 1998
Job Portfolio Manager at Monarch Capital Management
Industry Investment Management
Experience
Monarch Capital Management January 2000 - Present
Frye-Louis Capital Management June 1998 - January 2000
Salomon Brothers January 1997 - June 1998
Skills
Portfolio Management, Asset Managment, Asset Management, Equities, Investment Management, Asset Allocation, Wealth Management, Strategic Financial..., Investment Advisory, Alternative Investments, Investment Strategies, Bonds, ETFs, Hedge Funds
Education
University of Wisconsin-Madison 1993 — 1995
Master of Science (M.S.), Finance and Investments
DePauw University 1988 — 1992
Bachelor of Arts (B.A.), Economics, A+
Monarch Capital Management January 2000 - Present
Frye-Louis Capital Management June 1998 - January 2000
Salomon Brothers January 1997 - June 1998
Skills
Portfolio Management, Asset Managment, Asset Management, Equities, Investment Management, Asset Allocation, Wealth Management, Strategic Financial..., Investment Advisory, Alternative Investments, Investment Strategies, Bonds, ETFs, Hedge Funds
Education
University of Wisconsin-Madison 1993 — 1995
Master of Science (M.S.), Finance and Investments
DePauw University 1988 — 1992
Bachelor of Arts (B.A.), Economics, A+
Mariola Haggar's Salomon Brothers Experience 1992 - 1995
Job Director at Barclays
Industry Financial Services
Experience
Barclays September 2011 - Present
Angelo, Gordon & Co. June 2005 - June 2008
Haggar Concord LLC November 1999 - May 2005
Deutsche Bank 1995 - 1999
Salomon Brothers 1992 - 1995
Kemper Securities Group, Inc. January 1987 - December 1991
Skills
Hedge Funds, Equities, Portfolio Management, Financial Modeling, Alternative Investments, Asset Management, Investments, Valuation, Capital Markets, Private Equity
Education
Columbia University School of Public Health 1979 — 1982
MPH, Health/Health Care Administration/Management
Cornell University 1975 — 1979
Bachelor of Arts (B.A.), Biochemistry
Barclays September 2011 - Present
Angelo, Gordon & Co. June 2005 - June 2008
Haggar Concord LLC November 1999 - May 2005
Deutsche Bank 1995 - 1999
Salomon Brothers 1992 - 1995
Kemper Securities Group, Inc. January 1987 - December 1991
Skills
Hedge Funds, Equities, Portfolio Management, Financial Modeling, Alternative Investments, Asset Management, Investments, Valuation, Capital Markets, Private Equity
Education
Columbia University School of Public Health 1979 — 1982
MPH, Health/Health Care Administration/Management
Cornell University 1975 — 1979
Bachelor of Arts (B.A.), Biochemistry
Ruta Ledins's Salomon Brothers Experience July 1985 - December 1997
Job Operations Manager & Sr. Grants Administrator at Cold Spring Harbor Laboratory
Industry Research
Experience
Cold Spring Harbor Laboratory November 2007 - Present
Salomon Brothers July 1985 - December 1997
Skills
Data Analysis, Microsoft Office, Microsoft Excel, Contract Management, Financial Analysis, Compliance, Budget Monitoring, Process Improvement
Education
Columbia University in the City of New York 1983 — 1985
Master of Business Administration (MBA), Finance, General
Cornell University 1975 — 1979
Bachelor of Science (BS), Economics
Cold Spring Harbor Laboratory November 2007 - Present
Salomon Brothers July 1985 - December 1997
Skills
Data Analysis, Microsoft Office, Microsoft Excel, Contract Management, Financial Analysis, Compliance, Budget Monitoring, Process Improvement
Education
Columbia University in the City of New York 1983 — 1985
Master of Business Administration (MBA), Finance, General
Cornell University 1975 — 1979
Bachelor of Science (BS), Economics
Michael Wise's Salomon Brothers Experience September 1988 - July 1991
Job Managing Director at Goldman Sachs
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2015 - Present
Goldman Sachs November 2010 - April 2015
Morgan Stanley February 1997 - August 2010
Lazard August 1991 - January 1997
Salomon Brothers September 1988 - July 1991
Chase Manhattan Bank July 1981 - June 1986
Skills
LBO, Mergers & Acquisitions, Equity Research, Corporate Finance, Hedge Funds, Investments, Equities, Investment Banking, Fixed Income, Financial Modeling, Capital Markets, Structured Finance, Venture Capital, Bloomberg
Education
Columbia University - Columbia Business School 1986 — 1988
Master of Business Administration (MBA), Finance
Georgetown University 1977 — 1981
Bachelor of Science (BS), International Economics, Salutatorian, Summa cum laude, Phi beta kappa
Bank of America Merrill Lynch July 2015 - Present
Goldman Sachs November 2010 - April 2015
Morgan Stanley February 1997 - August 2010
Lazard August 1991 - January 1997
Salomon Brothers September 1988 - July 1991
Chase Manhattan Bank July 1981 - June 1986
Skills
LBO, Mergers & Acquisitions, Equity Research, Corporate Finance, Hedge Funds, Investments, Equities, Investment Banking, Fixed Income, Financial Modeling, Capital Markets, Structured Finance, Venture Capital, Bloomberg
Education
Columbia University - Columbia Business School 1986 — 1988
Master of Business Administration (MBA), Finance
Georgetown University 1977 — 1981
Bachelor of Science (BS), International Economics, Salutatorian, Summa cum laude, Phi beta kappa
Brad Bowman's Salomon Brothers Experience 1993 - 1998
Job Director at Valens Credit
Industry Facilities Services
Experience
Valens Credit August 2014 - Present
Bowman Partners, LLC 2006 - June 2014
BMO Capital Markets 2004 - 2005
Fulcrum Partners, LLC 2003 - 2004
Credit Suisse 1998 - 2003
Salomon Brothers 1993 - 1998
Skills
Equity Sales, Asset Management, Valuation, Private Equity, Equities, Capital Markets, Financial Modeling, Hedge Funds, Investments, Financial Analysis
Education
University of North Carolina at Chapel Hill 1991 — 1993
Master of Business Administration (MBA), Accounting and Finance
St. Lawrence University 1983 — 1987
Bachelor of Arts (BA), Economics
Deerfield Academy
Valens Credit August 2014 - Present
Bowman Partners, LLC 2006 - June 2014
BMO Capital Markets 2004 - 2005
Fulcrum Partners, LLC 2003 - 2004
Credit Suisse 1998 - 2003
Salomon Brothers 1993 - 1998
Skills
Equity Sales, Asset Management, Valuation, Private Equity, Equities, Capital Markets, Financial Modeling, Hedge Funds, Investments, Financial Analysis
Education
University of North Carolina at Chapel Hill 1991 — 1993
Master of Business Administration (MBA), Accounting and Finance
St. Lawrence University 1983 — 1987
Bachelor of Arts (BA), Economics
Deerfield Academy
Richard Aland's Salomon Brothers Experience February 1981 - July 1985
Job Chief Executive Officer at Demand Pooling Global Services
Industry Internet
Experience
Demand Pooling Global Services, LLC August 2005 - Present
Innovative Financial Services October 1988 - March 2000
Salomon Brothers February 1981 - July 1985
Goldman Sachs January 1977 - February 1981
Kuhn Loeb & Co 1972 - 1977
UBS-DB Corporation 1968 - 1972
Skills
Program Management, Procurement, Finance, Investment Banking, Structured Finance, Start-ups, Mergers & Acquisitions, Venture Capital, Entrepreneurship, Private Equity, Business Strategy, Public/private..., Strategic Planning, Pooling, Municipal Bonds, Pricing, Municipal Services, Strategy, Public Policy, Aggregation, Procurement Outsourcing
Education
Columbia Business School
Ph.D. (coursework completed), International Finance
University of Michigan
M.B.A, B.B.A, Finance and International Business
University of Michigan
Master of Business Administration (M.B.A.), Finance
Demand Pooling Global Services, LLC August 2005 - Present
Innovative Financial Services October 1988 - March 2000
Salomon Brothers February 1981 - July 1985
Goldman Sachs January 1977 - February 1981
Kuhn Loeb & Co 1972 - 1977
UBS-DB Corporation 1968 - 1972
Skills
Program Management, Procurement, Finance, Investment Banking, Structured Finance, Start-ups, Mergers & Acquisitions, Venture Capital, Entrepreneurship, Private Equity, Business Strategy, Public/private..., Strategic Planning, Pooling, Municipal Bonds, Pricing, Municipal Services, Strategy, Public Policy, Aggregation, Procurement Outsourcing
Education
Columbia Business School
Ph.D. (coursework completed), International Finance
University of Michigan
M.B.A, B.B.A, Finance and International Business
University of Michigan
Master of Business Administration (M.B.A.), Finance
Steven Winn's Salomon Brothers Experience 1995 - 1999
Job President at Winn & Associates
Industry Oil & Energy
Experience
Winn & Assocates EVPNRG Energy2004 - 2011
Lehman Brothers 1999 - 2004
Salomon Brothers 1995 - 1999
GE 1989 - 1993
Skills
Energy, Renewable Energy, Project Finance, Commodity Markets, Strategic Planning, Natural Gas, Contract Management, Power Generation, Cleantech, Alternative Energy, Wind, Energy Policy, Energy Industry, Solar Energy, Energy Management, Power Plants, Sustainable Energy
Education
Cornell University - Johnson Graduate School of Management 1993 — 1995
MBA
University of California, Berkeley 1983 — 1989
The Australian National University 1987 — 1987
Winn & Assocates EVPNRG Energy2004 - 2011
Lehman Brothers 1999 - 2004
Salomon Brothers 1995 - 1999
GE 1989 - 1993
Skills
Energy, Renewable Energy, Project Finance, Commodity Markets, Strategic Planning, Natural Gas, Contract Management, Power Generation, Cleantech, Alternative Energy, Wind, Energy Policy, Energy Industry, Solar Energy, Energy Management, Power Plants, Sustainable Energy
Education
Cornell University - Johnson Graduate School of Management 1993 — 1995
MBA
University of California, Berkeley 1983 — 1989
The Australian National University 1987 — 1987
Debra Griewahn's Salomon Brothers Experience August 1993 - November 1998
Job SVP & Chief Compliance Officer at Northern Trust Securities, Inc.
Industry
Experience
Northern Trust Securities, Inc. August 2004 - Present
Melvin Securities December 1999 - July 2004
Salomon Brothers August 1993 - November 1998
Skills
CRCP, Series 7, 24, 63, 27,...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1994 — 1997
Masters of Business Administration, Finance
Westinster Choir College 1980 — 1984
Bachelor of Music, Music Education, K-12
Northern Trust Securities, Inc. August 2004 - Present
Melvin Securities December 1999 - July 2004
Salomon Brothers August 1993 - November 1998
Skills
CRCP, Series 7, 24, 63, 27,...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1994 — 1997
Masters of Business Administration, Finance
Westinster Choir College 1980 — 1984
Bachelor of Music, Music Education, K-12
Beverly A Brown's Salomon Brothers Experience October 1996 - March 2007
Job Chief of Staff at Citi
Industry Financial Services
Experience
Citi April 2010 - Present
Citi March 2007 - April 2010
Citi March 2006 - March 2007
Salomon Brothers October 1996 - March 2007
Skills
Business Analysis, Strategic Sourcing, Process Improvement, Financial Reporting, Global Sourcing, Budget, Microsoft Excel, Microsoft Access, Management, Investment Banking, Forecasting, Contract Negotiation, Budgets, Project Management, Business Process..., Project Planning, Vendor Management, Strategic Planning, Program Management, Analysis, Strategy, Banking, Financial Services, Financial Analysis, Risk Management, Access
Education
Stevens Institute of Technology 1995 — 1997
Master of Business Administration (MBA), Management Information Systems, General
Converse College 1979 — 1983
Bachelor of Arts (BA), Mathematics and Computer Science
Citi April 2010 - Present
Citi March 2007 - April 2010
Citi March 2006 - March 2007
Salomon Brothers October 1996 - March 2007
Skills
Business Analysis, Strategic Sourcing, Process Improvement, Financial Reporting, Global Sourcing, Budget, Microsoft Excel, Microsoft Access, Management, Investment Banking, Forecasting, Contract Negotiation, Budgets, Project Management, Business Process..., Project Planning, Vendor Management, Strategic Planning, Program Management, Analysis, Strategy, Banking, Financial Services, Financial Analysis, Risk Management, Access
Education
Stevens Institute of Technology 1995 — 1997
Master of Business Administration (MBA), Management Information Systems, General
Converse College 1979 — 1983
Bachelor of Arts (BA), Mathematics and Computer Science
David Mastrangelo's Salomon Brothers Experience July 1992 - December 1997
Job Managing Director at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company January 2011 - Present
Citi January 1998 - October 2010
Salomon Brothers July 1992 - December 1997
Kidder Peabody October 1988 - August 1991
Skills
Alternative Investments, Bloomberg, Capital Markets, Corporate Finance, Equities, Equity Capital Markets, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Management, LBO, Investments, Mergers & Acquisitions, Series 7, Valuation, Private Equity, Venture Capital
Education
NYU Stern School of Business 1991 — 1993
Master of Business Administration (MBA), Finance, General
Dickinson College 1983 — 1987
Bachelor's degree, Political Science and Government
Jefferies & Company January 2011 - Present
Citi January 1998 - October 2010
Salomon Brothers July 1992 - December 1997
Kidder Peabody October 1988 - August 1991
Skills
Alternative Investments, Bloomberg, Capital Markets, Corporate Finance, Equities, Equity Capital Markets, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Management, LBO, Investments, Mergers & Acquisitions, Series 7, Valuation, Private Equity, Venture Capital
Education
NYU Stern School of Business 1991 — 1993
Master of Business Administration (MBA), Finance, General
Dickinson College 1983 — 1987
Bachelor's degree, Political Science and Government
Craig Bernstein's Salomon Brothers Experience August 1995 - July 1998
Job Senior Analyst at Macellum Capital
Industry Investment Management
Experience
Macellum Capital May 2009 - Present
Morgan Stanley July 1998 - May 2008
Salomon Brothers August 1995 - July 1998
Education
Columbia University in the City of New York 1991 — 1995
Bachelor of Arts (B.A.), Economics and Philosophy
Collegiate School 1979 — 1991
Macellum Capital May 2009 - Present
Morgan Stanley July 1998 - May 2008
Salomon Brothers August 1995 - July 1998
Education
Columbia University in the City of New York 1991 — 1995
Bachelor of Arts (B.A.), Economics and Philosophy
Collegiate School 1979 — 1991
Kal Vadasz's Salomon Brothers Experience June 1995 - June 1996
Job Dir of Corporate Outreach & Strategic Partnerships, at Stevens Institute of Technology, School of Business
Industry Financial Services
Experience
Stevens Institute of Technology, School of Business March 2014 - Present
RBC Capital Markets March 2010 - February 2014
Citi 2003 - 2009
Stern Stewart & Co. June 1996 - May 2003
Salomon Brothers June 1995 - June 1996
Skills
Capital Markets, Bloomberg, Fixed Income, Derivatives, Financial Modeling, Series 7, Series 63, Microsoft Excel, PowerPoint, Consulting, Valuation
Education
Columbia Business School 2002 — 2004
Master of Business Administration (MBA), Finance, General
Wharton School, University of Pennsylvania 1992 — 1995
Bachelor of Science (B.S.), Business/Managerial Economics
Delbarton School 1988 — 1992
High School
Stevens Institute of Technology, School of Business March 2014 - Present
RBC Capital Markets March 2010 - February 2014
Citi 2003 - 2009
Stern Stewart & Co. June 1996 - May 2003
Salomon Brothers June 1995 - June 1996
Skills
Capital Markets, Bloomberg, Fixed Income, Derivatives, Financial Modeling, Series 7, Series 63, Microsoft Excel, PowerPoint, Consulting, Valuation
Education
Columbia Business School 2002 — 2004
Master of Business Administration (MBA), Finance, General
Wharton School, University of Pennsylvania 1992 — 1995
Bachelor of Science (B.S.), Business/Managerial Economics
Delbarton School 1988 — 1992
High School
Victor Kalafa's Salomon Brothers Experience 1979 - 1983
Job Corporate Finance and M&A Professional
Industry Investment Banking
Experience
Cross Country Healthcare, Inc. 2001 - 2013
KSR Group 1999 - 2001
Scott Medical Group 1998 - 1999
WR Grace 1991 - 1997
Wilkinson Boyd Capital Markets 1990 - 1991
Lomas Corporate Services 1983 - 1989
Salomon Brothers 1979 - 1983
Ernst & Young 1977 - 1979
Skills
Contract Negotiation, Corporate Law, Strategic Planning, Business Development, Due Diligence, Corporate Finance, Risk Management, Mergers & Acquisitions, Executive Management, Strategy, Financial Analysis, Corporate Development, Management, Financial Modeling, Competitive Analysis, IPO, Valuation, Private Equity, M&A experience, Finance, Leadership, Management Consulting, Venture Capital, Divestitures
Education
Columbia University - Columbia Business School 1975 — 1977
Master of Business Administration (MBA), Accounting and Finance
Lafayette College 1971 — 1975
Bachelor of Arts (B.A.), History
Cross Country Healthcare, Inc. 2001 - 2013
KSR Group 1999 - 2001
Scott Medical Group 1998 - 1999
WR Grace 1991 - 1997
Wilkinson Boyd Capital Markets 1990 - 1991
Lomas Corporate Services 1983 - 1989
Salomon Brothers 1979 - 1983
Ernst & Young 1977 - 1979
Skills
Contract Negotiation, Corporate Law, Strategic Planning, Business Development, Due Diligence, Corporate Finance, Risk Management, Mergers & Acquisitions, Executive Management, Strategy, Financial Analysis, Corporate Development, Management, Financial Modeling, Competitive Analysis, IPO, Valuation, Private Equity, M&A experience, Finance, Leadership, Management Consulting, Venture Capital, Divestitures
Education
Columbia University - Columbia Business School 1975 — 1977
Master of Business Administration (MBA), Accounting and Finance
Lafayette College 1971 — 1975
Bachelor of Arts (B.A.), History
Jason Leder's Salomon Brothers Experience June 1993 - February 1995
Job Investment Management Professional
Industry Investment Management
Experience
Invesco US 1995 - 2015
Salomon Brothers June 1993 - February 1995
Skills
Investment Management, Capital Markets, Portfolio Management, Alternative Investments, Asset Management
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance
Invesco US 1995 - 2015
Salomon Brothers June 1993 - February 1995
Skills
Investment Management, Capital Markets, Portfolio Management, Alternative Investments, Asset Management
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance
Salomon Smith Barney
Paine Webber
PaineWebber
Drexel Burnham Lambert
Salomon Brothers Inc.
Paine Webber, Inc
Soloman Smith Barney
Solomon Brothers