Salomon Brothers
Industry: Investment banking
DescriptionSalomon Brothers was an American investment bank founded in 1910 by Arthur, Herbert and Percy Salomon and a clerk named Ben Levy, remaining a partnership until the early 1980s. It was acquired by the commodity trading firm Phibro Corporation and became Salomon Inc. Founded: 1910 Ceased operations: 2003 Headquarters: New York City, New York, United States Revenue: 4.018 billion USD (June 1997) Number of employees: 7,100 (June 1997) Founders: Percy Salomon, Herbert Salomon, Arthur Salomon
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Salomon Brothers Employees
Employee
Years
Job
Industry
Frank Orzechowski Frank Orzechowski's Salomon Brothers Experience 1985 - 1991
Job Chief Financial Officer at StormHarbour Partners, LP
Industry Financial Services
Experience
StormHarbour Partners, LP September 2013 - Present
etouches, Inc. May 2013 - September 2013
Cartridge World of Fairfield County 2009 - 2013
Nikko Asset Management Americas, Inc 2006 - 2009
Zurich Capital Markets 2002 - 2005
Parker Global Strategies 2001 - 2002
RBS Greenwich Capital 1991 - 2000
Salomon Brothers 1985 - 1991
Coopers & Lybrand 1982 - 1985
Skills
Small Business, Strategic Planning, Leadership, Mergers, Management, New Business Development, Retail, Social Media, Entrepreneurship, Mergers & Acquisitions, Budgets, Start-ups, Strategy, Analysis, Finance, Marketing, Negotiation, Process Improvement, Business Development, Business Planning, Cross-functional Team..., Sales, Financial Analysis, Risk Management, Customer Service, Strategic Partnerships, Recruiting, Team Building, Forecasting, Coaching, CFOs, COOs, Finance Function..., Finance Function..., Planning Budgeting &..., Cost Reduction..., Cost Savings Strategies, Cost Saving Projects, CPA, Healthcare, Nonprofits, Technology, Advertising, Accounting, Financial Reporting, Human Resources, Business Strategy, Financial Process..., Finance Transformation, Cash-flow Management
Education
Georgetown University 1978 — 1982
B.S., Accounting
Friends Academy 1974 — 1978
StormHarbour Partners, LP September 2013 - Present
etouches, Inc. May 2013 - September 2013
Cartridge World of Fairfield County 2009 - 2013
Nikko Asset Management Americas, Inc 2006 - 2009
Zurich Capital Markets 2002 - 2005
Parker Global Strategies 2001 - 2002
RBS Greenwich Capital 1991 - 2000
Salomon Brothers 1985 - 1991
Coopers & Lybrand 1982 - 1985
Skills
Small Business, Strategic Planning, Leadership, Mergers, Management, New Business Development, Retail, Social Media, Entrepreneurship, Mergers & Acquisitions, Budgets, Start-ups, Strategy, Analysis, Finance, Marketing, Negotiation, Process Improvement, Business Development, Business Planning, Cross-functional Team..., Sales, Financial Analysis, Risk Management, Customer Service, Strategic Partnerships, Recruiting, Team Building, Forecasting, Coaching, CFOs, COOs, Finance Function..., Finance Function..., Planning Budgeting &..., Cost Reduction..., Cost Savings Strategies, Cost Saving Projects, CPA, Healthcare, Nonprofits, Technology, Advertising, Accounting, Financial Reporting, Human Resources, Business Strategy, Financial Process..., Finance Transformation, Cash-flow Management
Education
Georgetown University 1978 — 1982
B.S., Accounting
Friends Academy 1974 — 1978
Britt Galipault Britt Galipault's Salomon Brothers Experience June 1994 - November 1999
Job President, Business Builders Bookkeeping LLC
Industry Construction
Experience
Business Builders Bookkeeping LLC April 2014 - Present
Wallace Associates, L.L.C. July 2009 - October 2014
Wallace Associates, L.L.C. August 2006 - July 2009
Wallace Associates, L.L.C. March 2003 - August 2006
Salomon Brothers June 1994 - November 1999
Skills
Contract Management, Financial Analysis, Team Building, Budgets, Contract Negotiation, Tax Preparation, Bookkeeping, Cost Accounting, Financial Accounting, Accounts Receivable, QuickBooks, Accounts Payable, Pre-construction, Value Engineering, Process Scheduler, Construction, Construction Management, Customer Service, Accounting, Contractors, Management, New Business Development, Strategic Planning
Education
Florida State University 1989 — 1993
Bachelor of Arts (B.A.), History and Economics
Business Builders Bookkeeping LLC April 2014 - Present
Wallace Associates, L.L.C. July 2009 - October 2014
Wallace Associates, L.L.C. August 2006 - July 2009
Wallace Associates, L.L.C. March 2003 - August 2006
Salomon Brothers June 1994 - November 1999
Skills
Contract Management, Financial Analysis, Team Building, Budgets, Contract Negotiation, Tax Preparation, Bookkeeping, Cost Accounting, Financial Accounting, Accounts Receivable, QuickBooks, Accounts Payable, Pre-construction, Value Engineering, Process Scheduler, Construction, Construction Management, Customer Service, Accounting, Contractors, Management, New Business Development, Strategic Planning
Education
Florida State University 1989 — 1993
Bachelor of Arts (B.A.), History and Economics
David Settles David Settles's Salomon Brothers Experience January 1985 - January 1987
Job VP Business Development, SSgA Atlanta
Industry Investment Management
Experience
State Street Global Advisors June 2013 - Present
Wellington Management Co., LLP July 2002 - April 2012
Invesco January 1996 - July 2002
BankSouth (NationsBank/Bank of America) January 1990 - January 1996
Wheat First Securities January 1988 - January 1990
Salomon Brothers January 1985 - January 1987
Skills
Pension Funds, Defined Benefit, Defined Contribution, Capital Markets, Equities, Alternative Investments, Hedge Funds, Private Equity, Endowment Funds, Foundations, Fixed Income, Institutional..., Asset Allocation, Asset Management, Separately Managed...
Education
Georgia Southern University 1977 — 1982
BS - Communication
State Street Global Advisors June 2013 - Present
Wellington Management Co., LLP July 2002 - April 2012
Invesco January 1996 - July 2002
BankSouth (NationsBank/Bank of America) January 1990 - January 1996
Wheat First Securities January 1988 - January 1990
Salomon Brothers January 1985 - January 1987
Skills
Pension Funds, Defined Benefit, Defined Contribution, Capital Markets, Equities, Alternative Investments, Hedge Funds, Private Equity, Endowment Funds, Foundations, Fixed Income, Institutional..., Asset Allocation, Asset Management, Separately Managed...
Education
Georgia Southern University 1977 — 1982
BS - Communication
James G. Russo, Jr. James G. Russo, Jr.'s Salomon Brothers Experience May 1987 - October 1991
Job Head of PPM Governance at Insight
Industry Financial Services
Experience
Insight February 2007 - Present
Gerson Lehrman Group July 2003 - Present
ThruPoint September 2005 - March 2007
EMI Music September 1996 - May 2005
Dun and Bradstreet April 1994 - September 1996
AXA October 1991 - April 1994
Salomon Brothers May 1987 - October 1991
Rutgers University - Center for Computer Information Services February 1986 - June 1988
Rutgers University February 1986 - June 1988
Skills
Business Strategy, Project Management, Contract Negotiation, Security, Operations Management, Networking, Management, Strategic Partnerships, IT Strategy, Cross-functional Team..., Business Development, CRM, Management Consulting, Program Management, Strategic Planning, SaaS, Strategy, Telecommunications, Enterprise Software, Managed Services, Solution Selling, Cloud Computing, Outsourcing, Leadership, IT Management, Project Planning, Team Building, Competitive Analysis, Professional Services, IT Service Management, Pre-sales, Business Planning, Business Intelligence, Consulting, Executive Management, Sales, Vendor Management, Information Technology, Product Management, Start-ups, Business Process..., VoIP, Integration, Business Analysis, Data Center, Go-to-market Strategy, Service Delivery, Project Portfolio..., Enterprise Architecture
Education
Rutgers Business School 1992 — 1997
MBA, Strategic Management
Ecole Supérieure de Commerce Et de Management - ESCEM 1996 — 1996
MBA, Strategic Management
New York University 2001 — 2005
Certificate in Foreign Language, Spanish
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
BA, Economics, Computer Science
Insight February 2007 - Present
Gerson Lehrman Group July 2003 - Present
ThruPoint September 2005 - March 2007
EMI Music September 1996 - May 2005
Dun and Bradstreet April 1994 - September 1996
AXA October 1991 - April 1994
Salomon Brothers May 1987 - October 1991
Rutgers University - Center for Computer Information Services February 1986 - June 1988
Rutgers University February 1986 - June 1988
Skills
Business Strategy, Project Management, Contract Negotiation, Security, Operations Management, Networking, Management, Strategic Partnerships, IT Strategy, Cross-functional Team..., Business Development, CRM, Management Consulting, Program Management, Strategic Planning, SaaS, Strategy, Telecommunications, Enterprise Software, Managed Services, Solution Selling, Cloud Computing, Outsourcing, Leadership, IT Management, Project Planning, Team Building, Competitive Analysis, Professional Services, IT Service Management, Pre-sales, Business Planning, Business Intelligence, Consulting, Executive Management, Sales, Vendor Management, Information Technology, Product Management, Start-ups, Business Process..., VoIP, Integration, Business Analysis, Data Center, Go-to-market Strategy, Service Delivery, Project Portfolio..., Enterprise Architecture
Education
Rutgers Business School 1992 — 1997
MBA, Strategic Management
Ecole Supérieure de Commerce Et de Management - ESCEM 1996 — 1996
MBA, Strategic Management
New York University 2001 — 2005
Certificate in Foreign Language, Spanish
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
BA, Economics, Computer Science
Dan Brill, CFA Dan Brill, CFA's Salomon Brothers Experience 1992 - 1998
Job Financial Planning and Analysis, Financial Modeling, Investments
Industry Financial Services
Experience
Citigroup September 2008 - September 2014
USF Foundation May 1999 - September 2008
Salomon Brothers 1992 - 1998
Chase Manhattan Bank of Florida 1988 - 1992
Sunbelt Publishing 1986 - 1988
Community College of Allegheny County 1983 - 1986
University of Pittsburgh 1981 - 1983
Skills
Financial Analysis, Finance, Financial Reporting, Financial Planning, Banking, Corporate Finance, Valuation, Strategic Financial..., Risk Management, Investment Banking, Portfolio Management, Capital Markets, Financial Risk, Credit, Derivatives, Budgets, Pricing
Education
University of Pittsburgh
Master of Business Administration (M.B.A.), Business Administration and Management, General
Duquesne University
Bachelor's Degree, Accounting and Finance
Citigroup September 2008 - September 2014
USF Foundation May 1999 - September 2008
Salomon Brothers 1992 - 1998
Chase Manhattan Bank of Florida 1988 - 1992
Sunbelt Publishing 1986 - 1988
Community College of Allegheny County 1983 - 1986
University of Pittsburgh 1981 - 1983
Skills
Financial Analysis, Finance, Financial Reporting, Financial Planning, Banking, Corporate Finance, Valuation, Strategic Financial..., Risk Management, Investment Banking, Portfolio Management, Capital Markets, Financial Risk, Credit, Derivatives, Budgets, Pricing
Education
University of Pittsburgh
Master of Business Administration (M.B.A.), Business Administration and Management, General
Duquesne University
Bachelor's Degree, Accounting and Finance
Kim Basen's Salomon Brothers Experience April 1992 - September 1998
Job Sales Associate at Keller Williams Tampa Properties
Industry Real Estate
Experience
Keller Williams Tampa Properties November 2012 - Present
Meridian Asset Services October 2003 - May 2012
Salomon Brothers April 1992 - September 1998
Skills
Asset Managment, Project Management, Sales, Microsoft Office, Customer Service, PowerPoint, Subversion
Education
Florida State University 1989 — 1991
Bachelor's degree, Marketing and Multinational Business
Keller Williams Tampa Properties November 2012 - Present
Meridian Asset Services October 2003 - May 2012
Salomon Brothers April 1992 - September 1998
Skills
Asset Managment, Project Management, Sales, Microsoft Office, Customer Service, PowerPoint, Subversion
Education
Florida State University 1989 — 1991
Bachelor's degree, Marketing and Multinational Business
Mary Jane Harrington, MSHA Mary Jane Harrington, MSHA's Salomon Brothers Experience 1991 - 1995
Job Manager, Community Relations & Health Education, Tampa General Hospital
Industry Hospital & Health Care
Experience
Tampa General Hospital January 2005 - Present
Lifesharing of San Diego April 2004 - December 2004
LifeLink Foundation October 1995 - May 2004
Salomon Brothers 1991 - 1995
Skills
Community Outreach, Event Planning, Public Speaking, Public Relations, Healthcare, Hospitals, Program Management, Social Media, Program Development, Editing, Research, Teaching, Community Development, Management
Education
Fort Hays State University 2010 — 2013
Professional Science Masters, Health Administration
University of South Florida 1986 — 1990
Bachelor of Arts (BA), Communications
Tampa General Hospital January 2005 - Present
Lifesharing of San Diego April 2004 - December 2004
LifeLink Foundation October 1995 - May 2004
Salomon Brothers 1991 - 1995
Skills
Community Outreach, Event Planning, Public Speaking, Public Relations, Healthcare, Hospitals, Program Management, Social Media, Program Development, Editing, Research, Teaching, Community Development, Management
Education
Fort Hays State University 2010 — 2013
Professional Science Masters, Health Administration
University of South Florida 1986 — 1990
Bachelor of Arts (BA), Communications
Daniel Avrutsky Daniel Avrutsky's Salomon Brothers Experience 1996 - 1998
Job Managing Director, Perella Weinberg Partners
Industry Investment Banking
Experience
Kate's Goodness August 2013 - Present
Avrika Group LLC April 2011 - Present
Perella Weinberg Partners August 2006 - Present
Jordan Edmiston Group February 2013 - April 2014
Quanstar Group 2005 - 2006
Warburg Pincus 2000 - 2005
Salomon Brothers 1996 - 1998
Skills
LBO, Private Equity, Venture Capital, Corporate Development, Hedge Funds, Investment Banking, Valuation, Alternative Investments, Mergers, Due Diligence, Corporate Finance, Financial Modeling
Education
Stanford Business School 1998 — 2000
MBA, Business
Duke University 1992 — 1995
Bachelor's Degree, Mathematics, Economics
Moscow State University 1989 — 1992
BA, Economics, Mathematics
91 1980 — 1989
High School Diploma, Mathematics
Kate's Goodness August 2013 - Present
Avrika Group LLC April 2011 - Present
Perella Weinberg Partners August 2006 - Present
Jordan Edmiston Group February 2013 - April 2014
Quanstar Group 2005 - 2006
Warburg Pincus 2000 - 2005
Salomon Brothers 1996 - 1998
Skills
LBO, Private Equity, Venture Capital, Corporate Development, Hedge Funds, Investment Banking, Valuation, Alternative Investments, Mergers, Due Diligence, Corporate Finance, Financial Modeling
Education
Stanford Business School 1998 — 2000
MBA, Business
Duke University 1992 — 1995
Bachelor's Degree, Mathematics, Economics
Moscow State University 1989 — 1992
BA, Economics, Mathematics
91 1980 — 1989
High School Diploma, Mathematics
Matthew Gaddy's Salomon Brothers Experience July 1990 - October 1995
Job Independent Management Consultant
Industry Management Consulting
Experience
Ernst & Young February 1999 - February 2002
J.P. Morgan October 1995 - October 1998
Salomon Brothers July 1990 - October 1995
Citibank January 1989 - July 1990
Blue Cross Blue Shield of Michigan October 1985 - January 1989
Skills
Strategic Planning, Team Building, Leadership Development, Process Improvement, IT Audit, Change Management, Organizational..., Budgets, Business Planning, Nonprofits, Business Process, Management, System Administration, Security, Information Security, Management Consulting, Strategy, Customer Service, Program Management, Risk Management, Coaching, Human Resources, Training, Leadership, Business Process..., Public Speaking, Policy, Analysis, SDLC, Auditing, Government, Forecasting, Entrepreneurship, Fundraising, Business Strategy, Start-ups, Project Planning, Project Management, Executive Management, Information Technology, Cross-functional Team..., Team Leadership, Performance Management, CISA, Business Analysis, Consulting, Contract Negotiation, Business Development, Vendor Management, Executive Coaching
Education
Fisk University 1974 — 1980
B. S., Management
Ernst & Young February 1999 - February 2002
J.P. Morgan October 1995 - October 1998
Salomon Brothers July 1990 - October 1995
Citibank January 1989 - July 1990
Blue Cross Blue Shield of Michigan October 1985 - January 1989
Skills
Strategic Planning, Team Building, Leadership Development, Process Improvement, IT Audit, Change Management, Organizational..., Budgets, Business Planning, Nonprofits, Business Process, Management, System Administration, Security, Information Security, Management Consulting, Strategy, Customer Service, Program Management, Risk Management, Coaching, Human Resources, Training, Leadership, Business Process..., Public Speaking, Policy, Analysis, SDLC, Auditing, Government, Forecasting, Entrepreneurship, Fundraising, Business Strategy, Start-ups, Project Planning, Project Management, Executive Management, Information Technology, Cross-functional Team..., Team Leadership, Performance Management, CISA, Business Analysis, Consulting, Contract Negotiation, Business Development, Vendor Management, Executive Coaching
Education
Fisk University 1974 — 1980
B. S., Management
Drew Elwood Drew Elwood's Salomon Brothers Experience 1990 - 1998
Job Information Technology leader seeking new challenges
Industry Information Technology and Services
Experience
The Judge Group December 2012 - October 2014
Citigroup Technology Infrastructure August 2005 - March 2012
Aventis Pharmaceuticals 2003 - 2005
Morgan Stanley 1998 - 2003
Salomon Brothers 1990 - 1998
DP Communications 1989 - 1990
Centel Financial Systems 1988 - 1989
Shearson Lehman Brothers 1986 - 1988
Sperry Corporation 1985 - 1986
New York Telephone 1983 - 1985
Skills
Global Staff Management, IT Operations, Service Desk Management, ITSMF, ITIL Process..., Service-Now, Vendor Management, Governance, Business Process..., Business Continuity, Data Center, Release Management, Enterprise Architecture, Disaster Recovery, IT Service Management, Incident Management, Infrastructure, IT Management, ITIL, IT Outsourcing, Program Management, SDLC, IT Strategy, PMO, Information Security..., Leadership, Information Technology, Process Improvement, Management, Process Engineering, PMP, Project Portfolio..., Outsourcing, Team Management, Service Delivery, Integration, Analysis, Business Analysis, Business Process..., Project Management, Project Delivery, Solution Architecture, Professional Services, Business Intelligence, Cloud Computing, Enterprise Software, Information Security, Security, Business Transformation, Software Project...
Education
Stevens Institute of Technology 2009 — 2011
Master of Science (M.S.)
Gettysburg College 1978 — 1982
Bachelor of Arts (B.A.)
Metuchen High School 1974 — 1978
The Judge Group December 2012 - October 2014
Citigroup Technology Infrastructure August 2005 - March 2012
Aventis Pharmaceuticals 2003 - 2005
Morgan Stanley 1998 - 2003
Salomon Brothers 1990 - 1998
DP Communications 1989 - 1990
Centel Financial Systems 1988 - 1989
Shearson Lehman Brothers 1986 - 1988
Sperry Corporation 1985 - 1986
New York Telephone 1983 - 1985
Skills
Global Staff Management, IT Operations, Service Desk Management, ITSMF, ITIL Process..., Service-Now, Vendor Management, Governance, Business Process..., Business Continuity, Data Center, Release Management, Enterprise Architecture, Disaster Recovery, IT Service Management, Incident Management, Infrastructure, IT Management, ITIL, IT Outsourcing, Program Management, SDLC, IT Strategy, PMO, Information Security..., Leadership, Information Technology, Process Improvement, Management, Process Engineering, PMP, Project Portfolio..., Outsourcing, Team Management, Service Delivery, Integration, Analysis, Business Analysis, Business Process..., Project Management, Project Delivery, Solution Architecture, Professional Services, Business Intelligence, Cloud Computing, Enterprise Software, Information Security, Security, Business Transformation, Software Project...
Education
Stevens Institute of Technology 2009 — 2011
Master of Science (M.S.)
Gettysburg College 1978 — 1982
Bachelor of Arts (B.A.)
Metuchen High School 1974 — 1978
Frank Folz Frank Folz's Salomon Brothers Experience 1983 - 1989
Job Managing Director Associated European Capital LLC
Industry Investment Banking
Experience
Associated European Capital LLC July 2012 - Present
Airspan Networks Inc. January 2010 - July 2012
Needham & Company October 2000 - January 2010
Biodel Inc. 2002 - 2003
MedVen Development Corporation January 1991 - October 2000
Salomon Brothers 1983 - 1989
Skills
Business Development, Mergers, Wireless, Strategic Partnerships, Sales Management, Analysis, Strategic Planning, Competitive Analysis, Business Strategy, VoIP, Energy, Leadership, Mergers & Acquisitions, Private Equity, Start-ups, Renewable Energy, Strategy, Product Development, Corporate Development, Investment Banking, Telecommunications, Venture Capital, WiMAX, Contract Negotiation, Capital Raising, New Business Development, Product Management, Program Management, Marketing Strategy, Product Marketing, Wireless Networking, WiFi, Investments, Portfolio Management, Management, Networking, Management Consulting, Cross-functional Team..., International Business, Business Planning, Financial Modeling
Education
Georgetown University
School of Foreign Service, BSFS
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA)
Associated European Capital LLC July 2012 - Present
Airspan Networks Inc. January 2010 - July 2012
Needham & Company October 2000 - January 2010
Biodel Inc. 2002 - 2003
MedVen Development Corporation January 1991 - October 2000
Salomon Brothers 1983 - 1989
Skills
Business Development, Mergers, Wireless, Strategic Partnerships, Sales Management, Analysis, Strategic Planning, Competitive Analysis, Business Strategy, VoIP, Energy, Leadership, Mergers & Acquisitions, Private Equity, Start-ups, Renewable Energy, Strategy, Product Development, Corporate Development, Investment Banking, Telecommunications, Venture Capital, WiMAX, Contract Negotiation, Capital Raising, New Business Development, Product Management, Program Management, Marketing Strategy, Product Marketing, Wireless Networking, WiFi, Investments, Portfolio Management, Management, Networking, Management Consulting, Cross-functional Team..., International Business, Business Planning, Financial Modeling
Education
Georgetown University
School of Foreign Service, BSFS
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA)
Jason Satsky Jason Satsky's Salomon Brothers Experience 1997 - 1999
Job Managing Director Energy Investment Banking at Bank of America Merrill Lynch
Industry Banking
Experience
Merrill Lynch August 2012 - Present
Credit Suisse 2005 - August 2012
Wasserstein Perella 1999 - 2005
Salomon Brothers 1997 - 1999
Skills
Midstream, Corporate Finance, Mergers, Energy, Power Plants, Natural Gas, Gas storage, Capital raising, Utilities
Education
Duke Fuqua School of Business 1993 — 1997
MBA
Duke Law School 1993 — 1997
Juris Doctor
University of Pennsylvania 1989 — 1993
Bachelor of Arts (B.A.), Economics and Philosophy
Merrill Lynch August 2012 - Present
Credit Suisse 2005 - August 2012
Wasserstein Perella 1999 - 2005
Salomon Brothers 1997 - 1999
Skills
Midstream, Corporate Finance, Mergers, Energy, Power Plants, Natural Gas, Gas storage, Capital raising, Utilities
Education
Duke Fuqua School of Business 1993 — 1997
MBA
Duke Law School 1993 — 1997
Juris Doctor
University of Pennsylvania 1989 — 1993
Bachelor of Arts (B.A.), Economics and Philosophy
Bobbie Brown Bobbie Brown's Salomon Brothers Experience January 1983 - January 1985
Job Senior Account Executive at Franklin American Mortgage Company
Industry Financial Services
Experience
Maryland Association of Mortgage Professionals March 2012 - Present
Franklin American Mortgage Company October 2008 - Present
GMAC Mortgage February 2006 - September 2008
Paine Webber January 1985 - January 1987
Salomon Brothers January 1983 - January 1985
Drexel Burnham Lambert September 1980 - January 1983
Skills
Mortgage Banking, Mortgage Lending, Wholesale Lending, USDA, VA loans, FHA, Government Loans, Non-Conforming, Refinance, Residential Mortgages, First Time Home Buyers, Rates, MBS, USDA Rural Housing, Loan Origination, Real Estate, Residential Homes, Reverse Mortgages, Investors, Mortgage Marketing, Referrals, Investment Properties, Mortgage Underwriting, Credit, Credit Analysis, Financial Structuring, Certified Mortgage..., Real Estate Financing, Construction Loans, Real Estate Economics
Education
Duke University 1976 — 1980
A.B., Psychology
Severna Park High School 1974 — 1976
Maryland Association of Mortgage Professionals March 2012 - Present
Franklin American Mortgage Company October 2008 - Present
GMAC Mortgage February 2006 - September 2008
Paine Webber January 1985 - January 1987
Salomon Brothers January 1983 - January 1985
Drexel Burnham Lambert September 1980 - January 1983
Skills
Mortgage Banking, Mortgage Lending, Wholesale Lending, USDA, VA loans, FHA, Government Loans, Non-Conforming, Refinance, Residential Mortgages, First Time Home Buyers, Rates, MBS, USDA Rural Housing, Loan Origination, Real Estate, Residential Homes, Reverse Mortgages, Investors, Mortgage Marketing, Referrals, Investment Properties, Mortgage Underwriting, Credit, Credit Analysis, Financial Structuring, Certified Mortgage..., Real Estate Financing, Construction Loans, Real Estate Economics
Education
Duke University 1976 — 1980
A.B., Psychology
Severna Park High School 1974 — 1976
Jack V. Kirnan, Ph.D. Jack V. Kirnan, Ph.D.'s Salomon Brothers Experience May 1992 - August 1998
Job President, Kirnan Coaching Associates, LLC; 5 O'Clock Club Certified Career Coach; NYU Certified Life & Executive Coach
Industry Professional Training & Coaching
Experience
Kirnan Coaching Associates, LLC November 2014 - Present
Holy Family University November 2011 - 2012
The College of New Jersey February 2007 - April 2009
Rutgers Business School August 2005 - February 2007
Schwab Soundview Capital Markets 2004 - 2004
Credit Suisse First Boston August 1998 - June 2003
Salomon Brothers May 1992 - August 1998
Kidder Peabody July 1986 - May 1992
Merrill Lynch May 1984 - July 1986
Texaco July 1981 - April 1984
Skills
Financial Modeling, Equity Research, Valuation, Investments, Equities, Management, CRM, Finance, Hedge Funds, Portfolio Management, Alternative Investments, Economics, Fixed Income, Asset Management, Options, Capital Markets, Investment Banking, Leadership
Education
New York University 2014 — 2015
Certificate Program in Executive and Life Coaching, Organizational and Personal Skills Coaching
Fordham University 1979 — 1983
Ph.D., Economics
Fordham University 1977 — 1979
MA, Economics
Seton Hall University 1973 — 1977
BA, Economics/Government
Paramus Catholic High School 1969 — 1973
High School Diploma, College Preparatory
Kirnan Coaching Associates, LLC November 2014 - Present
Holy Family University November 2011 - 2012
The College of New Jersey February 2007 - April 2009
Rutgers Business School August 2005 - February 2007
Schwab Soundview Capital Markets 2004 - 2004
Credit Suisse First Boston August 1998 - June 2003
Salomon Brothers May 1992 - August 1998
Kidder Peabody July 1986 - May 1992
Merrill Lynch May 1984 - July 1986
Texaco July 1981 - April 1984
Skills
Financial Modeling, Equity Research, Valuation, Investments, Equities, Management, CRM, Finance, Hedge Funds, Portfolio Management, Alternative Investments, Economics, Fixed Income, Asset Management, Options, Capital Markets, Investment Banking, Leadership
Education
New York University 2014 — 2015
Certificate Program in Executive and Life Coaching, Organizational and Personal Skills Coaching
Fordham University 1979 — 1983
Ph.D., Economics
Fordham University 1977 — 1979
MA, Economics
Seton Hall University 1973 — 1977
BA, Economics/Government
Paramus Catholic High School 1969 — 1973
High School Diploma, College Preparatory
Perry Solomon Perry Solomon's Salomon Brothers Experience 1992 - 1994
Job Entrepreneur and Digital Media Executive (Time Inc., News Corporation and Microsoft)
Industry Online Media
Experience
Entrepreneurs Roundtable Accelerator 2014 - Present
Hatch Things LLC 2011 - Present
Time Inc. 2011 - 2014
News Corporation 2010 - 2011
FAST, A Microsoft Subsidiary April 2005 - November 2009
Peppercoin December 2001 - November 2004
Inktomi November 1999 - December 2001
PricewaterhouseCoopers September 1998 - November 1999
Peregrine Capital Limited 1994 - 1996
Salomon Brothers 1992 - 1994
Skills
Strategic Partnerships, Product Management, Mergers, Fundraising, Income Statement, Business Planning, Strategy, Digital Strategy, Business Development, Digital Media, Acquisition Integration, Email Marketing, Marketing Management, CRM, Digital Marketing, Entrepreneurship, Go-to-market Strategy, Lead Generation, Leadership, Management, Marketing Strategy, Mergers, P, Product Marketing, Solution Selling, Strategic Planning, Venture Capital, E-commerce, Start-ups, P&L Management, Analytics, Competitive Analysis, Team Leadership, Mobile Devices, Executive Management, Online Marketing, SaaS, General Awesomeness, Awesomeness, Mergers & Acquisitions, Marketing
Education
MIT Sloan School of Management 1996 — 1998
MBA
Georgetown University 1988 — 1992
BSFS
Stuyvesant High School 1984 — 1988
Entrepreneurs Roundtable Accelerator 2014 - Present
Hatch Things LLC 2011 - Present
Time Inc. 2011 - 2014
News Corporation 2010 - 2011
FAST, A Microsoft Subsidiary April 2005 - November 2009
Peppercoin December 2001 - November 2004
Inktomi November 1999 - December 2001
PricewaterhouseCoopers September 1998 - November 1999
Peregrine Capital Limited 1994 - 1996
Salomon Brothers 1992 - 1994
Skills
Strategic Partnerships, Product Management, Mergers, Fundraising, Income Statement, Business Planning, Strategy, Digital Strategy, Business Development, Digital Media, Acquisition Integration, Email Marketing, Marketing Management, CRM, Digital Marketing, Entrepreneurship, Go-to-market Strategy, Lead Generation, Leadership, Management, Marketing Strategy, Mergers, P, Product Marketing, Solution Selling, Strategic Planning, Venture Capital, E-commerce, Start-ups, P&L Management, Analytics, Competitive Analysis, Team Leadership, Mobile Devices, Executive Management, Online Marketing, SaaS, General Awesomeness, Awesomeness, Mergers & Acquisitions, Marketing
Education
MIT Sloan School of Management 1996 — 1998
MBA
Georgetown University 1988 — 1992
BSFS
Stuyvesant High School 1984 — 1988
Joseph Giunta's Salomon Brothers Experience January 1992 - December 1997
Job Senior Vice President: Head of Business Operations and Technology at Fannie Mae / Board Member, Odyssey House
Industry Financial Services
Experience
Fannie Mae September 2009 - Present
Merrill Lynch July 2008 - September 2009
Citigroup Global Markets Inc ( Formerly Salomon Smith Barney ) July 2004 - July 2008
Citigroup Global Markets Inc ( Formerly Salomon Smith Barney ) January 2002 - July 2004
Salomon Smith Barney May 2001 - December 2001
Salomon Smith Barney January 1998 - May 2001
Salomon Brothers January 1992 - December 1997
Salomon Brothers March 1990 - December 1991
Salomon Brothers June 1986 - March 1990
American Capital March 1984 - June 1986
Skills
Financial Services, Capital Markets, Housing Finance, Operations Management, Expense Management, Risk and Control, Finance and Treasury, Business Management, Large Scale..., Leadership, Talent Management and...
Education
Fordham University 1980 — 1984
Bachelor of Science (B.S.), Concentration in Finance
Fannie Mae September 2009 - Present
Merrill Lynch July 2008 - September 2009
Citigroup Global Markets Inc ( Formerly Salomon Smith Barney ) July 2004 - July 2008
Citigroup Global Markets Inc ( Formerly Salomon Smith Barney ) January 2002 - July 2004
Salomon Smith Barney May 2001 - December 2001
Salomon Smith Barney January 1998 - May 2001
Salomon Brothers January 1992 - December 1997
Salomon Brothers March 1990 - December 1991
Salomon Brothers June 1986 - March 1990
American Capital March 1984 - June 1986
Skills
Financial Services, Capital Markets, Housing Finance, Operations Management, Expense Management, Risk and Control, Finance and Treasury, Business Management, Large Scale..., Leadership, Talent Management and...
Education
Fordham University 1980 — 1984
Bachelor of Science (B.S.), Concentration in Finance
Laura Miles Laura Miles's Salomon Brothers Experience 1994 - 1996
Job Partner at Bain & Company
Industry Management Consulting
Experience
Bain & Company 1998 - Present
Salomon Brothers 1994 - 1996
Skills
Management Consulting, Strategy, Business Strategy, Mergers & Acquisitions, Program Management, Due Diligence, Leadership, Financial Reporting, Corporate Finance, Merger Integration, Commercial Due Diligence, Customer Strategy &..., Performance Improvement, Procurement, Adjacency Strategy, Full Potential Strategy, Industrial Goods &..., Airlines, Defense Electronics, Distribution, Consumer Products, Food & Beverages, Retail, Hotels, Technology
Education
University of Virginia Darden School of Business 1996 — 1998
MBA
Duke University 1990 — 1994
BA, Economics
Bain & Company 1998 - Present
Salomon Brothers 1994 - 1996
Skills
Management Consulting, Strategy, Business Strategy, Mergers & Acquisitions, Program Management, Due Diligence, Leadership, Financial Reporting, Corporate Finance, Merger Integration, Commercial Due Diligence, Customer Strategy &..., Performance Improvement, Procurement, Adjacency Strategy, Full Potential Strategy, Industrial Goods &..., Airlines, Defense Electronics, Distribution, Consumer Products, Food & Beverages, Retail, Hotels, Technology
Education
University of Virginia Darden School of Business 1996 — 1998
MBA
Duke University 1990 — 1994
BA, Economics
Paula Crown Paula Crown's Salomon Brothers Experience 1980 - 1985
Job Artist at Paula Crown Studio
Industry Arts and Crafts
Experience
Paula Crown Studio 2010 - Present
Henry Crown and Company 1985 - Present
Salomon Brothers 1980 - 1985
Skills
Nonprofits, Art, Fundraising, Business Strategy
Education
The School of the Art Institute of Chicago 2010 — 2012
Master of Fine Arts (M.F.A.), Painting and Drawing
Duke University
A.B., Management Science
Paula Crown Studio 2010 - Present
Henry Crown and Company 1985 - Present
Salomon Brothers 1980 - 1985
Skills
Nonprofits, Art, Fundraising, Business Strategy
Education
The School of the Art Institute of Chicago 2010 — 2012
Master of Fine Arts (M.F.A.), Painting and Drawing
Duke University
A.B., Management Science
Gary Piligian Gary Piligian's Salomon Brothers Experience January 1989 - February 1997
Job Upper School Math, Statistics, and AP Statistics Teacher at Mount Vernon Presbyterian School
Industry Education Management
Experience
Mount Vernon Presbyterian School August 2012 - Present
Deutsche Bank Securities January 2005 - June 2011
Deutsche Bank Securities February 1997 - January 2005
Salomon Brothers January 1989 - February 1997
Salomon Brothers January 1986 - January 1989
McKinsey & Company June 1982 - August 1984
Skills
Investments, Relationship management, Financial Analysis, Conceptualizing, Negotiation, Customer Presentations, Planning, Teaching, Learning, Asset Management, Fixed Income, Institutional, Asset Managment, Relationship Management, Mergers & Acquisitions, Structured Products, Customer Service, Differentiated..., Curriculum Development, Customer Satisfaction, Curriculum Design, Mutual Funds, Structured Finance, Credit, Leadership, Analysis, Start-ups, Investment Management, Bloomberg, Project Planning, Problem Solving, Collaboration, Creative Strategy, Applied Mathematics, Statistics
Education
Stanford University Graduate School of Business 1984 — 1986
Master of Business Administration, Finance
Georgia Institute of Technology 1978 — 1982
Bachelor of Mechanical Engineering, (Graduated with Highest Honors)
Mount Vernon Presbyterian School August 2012 - Present
Deutsche Bank Securities January 2005 - June 2011
Deutsche Bank Securities February 1997 - January 2005
Salomon Brothers January 1989 - February 1997
Salomon Brothers January 1986 - January 1989
McKinsey & Company June 1982 - August 1984
Skills
Investments, Relationship management, Financial Analysis, Conceptualizing, Negotiation, Customer Presentations, Planning, Teaching, Learning, Asset Management, Fixed Income, Institutional, Asset Managment, Relationship Management, Mergers & Acquisitions, Structured Products, Customer Service, Differentiated..., Curriculum Development, Customer Satisfaction, Curriculum Design, Mutual Funds, Structured Finance, Credit, Leadership, Analysis, Start-ups, Investment Management, Bloomberg, Project Planning, Problem Solving, Collaboration, Creative Strategy, Applied Mathematics, Statistics
Education
Stanford University Graduate School of Business 1984 — 1986
Master of Business Administration, Finance
Georgia Institute of Technology 1978 — 1982
Bachelor of Mechanical Engineering, (Graduated with Highest Honors)
Robin (Katz) Powers Robin (Katz) Powers's Salomon Brothers Experience 1987 - 1992
Job Partner at Rimon P.C.
Industry Law Practice
Experience
Rimon August 2010 - Present
Sutherland Asbill & Brennan September 2006 - August 2010
Tannenbaum Helpern Syracuse and Hirschtritt June 2004 - September 2006
Independant Consultant September 2001 - June 2004
Traiana September 2000 - September 2001
Cadwalader, Wickersham & Taft LLP 1995 - 2000
Salomon Brothers 1987 - 1992
ANDERSON Consulting 1985 - 1987
Skills
Hedge Funds, Derivatives, Trading, Securities, Financial Institutions, Prime Brokerage, Securities Regulation, Capital Markets, Structured Finance, ISDA, Corporate Governance, Joint Ventures, Financial Structuring, Venture Capital, Securitization, Due Diligence, Private Equity, Corporate Law, Private Placements, IPO, Commercial Litigation, Cross-border..., Intellectual Property, Mergers & Acquisitions, Alternative Investments
Education
Fordham University School of Law 1991 — 1995
JD, Corporate Law
New York University - Leonard N. Stern School of Business 1983 — 1985
MBA, Corporate Finance
Queens College 1979 — 1983
BA, Economics
Ramaz 1976 — 1980
Rimon August 2010 - Present
Sutherland Asbill & Brennan September 2006 - August 2010
Tannenbaum Helpern Syracuse and Hirschtritt June 2004 - September 2006
Independant Consultant September 2001 - June 2004
Traiana September 2000 - September 2001
Cadwalader, Wickersham & Taft LLP 1995 - 2000
Salomon Brothers 1987 - 1992
ANDERSON Consulting 1985 - 1987
Skills
Hedge Funds, Derivatives, Trading, Securities, Financial Institutions, Prime Brokerage, Securities Regulation, Capital Markets, Structured Finance, ISDA, Corporate Governance, Joint Ventures, Financial Structuring, Venture Capital, Securitization, Due Diligence, Private Equity, Corporate Law, Private Placements, IPO, Commercial Litigation, Cross-border..., Intellectual Property, Mergers & Acquisitions, Alternative Investments
Education
Fordham University School of Law 1991 — 1995
JD, Corporate Law
New York University - Leonard N. Stern School of Business 1983 — 1985
MBA, Corporate Finance
Queens College 1979 — 1983
BA, Economics
Ramaz 1976 — 1980
Charles Bobrinskoy Charles Bobrinskoy's Salomon Brothers Experience August 1983 - August 2001
Job Vice Chairman, Director of Research, Ariel Investments.
Industry Investment Management
Experience
Ariel Capital Management Member Board of DirectorsInnerWorkingsAugust 2008 - Present
Citigroup August 2001 - August 2004
Citi 2001 - 2004
Salomon Brothers August 1983 - August 2001
Education
University of Chicago Graduate School of Business 1981 — 1983
MBA
Duke University 1977 — 1981
AB, Economics
Ariel Capital Management Member Board of DirectorsInnerWorkingsAugust 2008 - Present
Citigroup August 2001 - August 2004
Citi 2001 - 2004
Salomon Brothers August 1983 - August 2001
Education
University of Chicago Graduate School of Business 1981 — 1983
MBA
Duke University 1977 — 1981
AB, Economics
Madeline Gadaleta-Fazio Madeline Gadaleta-Fazio's Salomon Brothers Experience August 1986 - January 1988
Job MBA, CFE
Industry Financial Services
Experience
Boehringer Ingelheim June 2013 - September 2013
University of CT Business School July 2011 - December 2012
Maxum Petroleum, Inc. April 2009 - January 2011
Sothebys September 2006 - January 2009
Mintz & Hoke Communications Group July 1988 - January 1992
Ameriprise Financial Services, Inc. January 1988 - June 1990
Salomon Brothers August 1986 - January 1988
Arthur Anderson & Co September 1983 - August 1986
Revlon July 1983 - July 1986
Skills
Analysis, Accounting, Financial Analysis, Data Analysis, Financial Reporting, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Customer Service, Team Building, SAP, Forecasting, Public Speaking, Project Management, Nonprofits, Microsoft Word, Employee Relations, Excel, Word, Customer Relations, Business Planning, Teamwork, Change Management, Coaching, Non-profits, Writing, Fundraising, Problem Solving, English, Certified Fraud Examiner, Financial Audits, Internal Controls, Forensic Accounting, Financial Accounting, Finance, Auditing
Education
The University of Connecticut School of Business 2010 — 2013
MBA, Accounting and Business/Management
Drexel University - College of Business and Administration
BS, Accounting and Business/Management
Boehringer Ingelheim June 2013 - September 2013
University of CT Business School July 2011 - December 2012
Maxum Petroleum, Inc. April 2009 - January 2011
Sothebys September 2006 - January 2009
Mintz & Hoke Communications Group July 1988 - January 1992
Ameriprise Financial Services, Inc. January 1988 - June 1990
Salomon Brothers August 1986 - January 1988
Arthur Anderson & Co September 1983 - August 1986
Revlon July 1983 - July 1986
Skills
Analysis, Accounting, Financial Analysis, Data Analysis, Financial Reporting, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Customer Service, Team Building, SAP, Forecasting, Public Speaking, Project Management, Nonprofits, Microsoft Word, Employee Relations, Excel, Word, Customer Relations, Business Planning, Teamwork, Change Management, Coaching, Non-profits, Writing, Fundraising, Problem Solving, English, Certified Fraud Examiner, Financial Audits, Internal Controls, Forensic Accounting, Financial Accounting, Finance, Auditing
Education
The University of Connecticut School of Business 2010 — 2013
MBA, Accounting and Business/Management
Drexel University - College of Business and Administration
BS, Accounting and Business/Management
Michael McCracken's Salomon Brothers Experience 1991 - 1993
Job Managing Director at Dragon Global Management
Industry Venture Capital & Private Equity
Experience
LivingHealthy May 2014 - Present
Dragon Global Management May 2014 - Present
MCM Venture Partners, LLC 2009 - Present
Hearst Digital / UGO Entertainment 1998 - 2009
Donaldson, Lufkin & Jenrette 1995 - 1998
Salomon Brothers 1991 - 1993
Intel Corporation 1990 - 1991
Skills
Start-ups, Digital Media, Online Advertising, Digital Strategy, Monetization, Strategic Partnerships, New Media, Management, Mergers & Acquisitions, Strategy, Private Equity, Business Strategy, Mobile Devices, E-commerce, Entrepreneurship, Venture Capital, Financial Modeling, Finance, Strategic Planning
Education
Harvard Business School 1993 — 1995
MBA
Georgetown University 1986 — 1990
LivingHealthy May 2014 - Present
Dragon Global Management May 2014 - Present
MCM Venture Partners, LLC 2009 - Present
Hearst Digital / UGO Entertainment 1998 - 2009
Donaldson, Lufkin & Jenrette 1995 - 1998
Salomon Brothers 1991 - 1993
Intel Corporation 1990 - 1991
Skills
Start-ups, Digital Media, Online Advertising, Digital Strategy, Monetization, Strategic Partnerships, New Media, Management, Mergers & Acquisitions, Strategy, Private Equity, Business Strategy, Mobile Devices, E-commerce, Entrepreneurship, Venture Capital, Financial Modeling, Finance, Strategic Planning
Education
Harvard Business School 1993 — 1995
MBA
Georgetown University 1986 — 1990
Christopher Ryan Christopher Ryan's Salomon Brothers Experience August 1983 - March 1992
Job Managing Director at Moelis & Company
Industry Financial Services
Experience
Moelis Asset Managment / Moelis & Company March 2009 - Present
UBS Investment Bank November 1999 - February 2009
Lehman Brothers March 1992 - November 1999
Salomon Brothers August 1983 - March 1992
Skills
Fixed Income, Investment Banking, Commodity, Capital Markets, Leveraged Finance, Structured Products, High Yield, Hedge Funds, Structured Finance, Private Equity, Equities, Financial Structuring, Derivatives, LBO, Valuation, Credit Derivatives, Trading, Portfolio Management, Fixed Income Analysis, Emerging Markets, Investments, Financial Markets, Securitization, Corporate Finance, Alternative Investments, Securities, Restructuring, Asset Management, Due Diligence, Bonds, Debt Restructuring, Financial Modeling, Currency, Private Placements, Venture Capital, CDS, Equity Derivatives, M&A experience, Equity Research, Equity Capital Markets, Interest Rate..., ABS, Corporate Development, CDO, Series 7, Swaps, DCF, Trading Systems
Education
Duke University 1979 — 1983
AB, Mathematics and Economics
University of Kent 1981 — 1982
Maths
Pelham Memorial High School 1976 — 1979
Moelis Asset Managment / Moelis & Company March 2009 - Present
UBS Investment Bank November 1999 - February 2009
Lehman Brothers March 1992 - November 1999
Salomon Brothers August 1983 - March 1992
Skills
Fixed Income, Investment Banking, Commodity, Capital Markets, Leveraged Finance, Structured Products, High Yield, Hedge Funds, Structured Finance, Private Equity, Equities, Financial Structuring, Derivatives, LBO, Valuation, Credit Derivatives, Trading, Portfolio Management, Fixed Income Analysis, Emerging Markets, Investments, Financial Markets, Securitization, Corporate Finance, Alternative Investments, Securities, Restructuring, Asset Management, Due Diligence, Bonds, Debt Restructuring, Financial Modeling, Currency, Private Placements, Venture Capital, CDS, Equity Derivatives, M&A experience, Equity Research, Equity Capital Markets, Interest Rate..., ABS, Corporate Development, CDO, Series 7, Swaps, DCF, Trading Systems
Education
Duke University 1979 — 1983
AB, Mathematics and Economics
University of Kent 1981 — 1982
Maths
Pelham Memorial High School 1976 — 1979
Harry Gruber Harry Gruber's Salomon Brothers Experience 1997 - 1999
Job Project Manager at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management October 2014 - Present
Citi January 2014 - September 2014
Citigroup March 2010 - April 2013
Bank of America December 2009 - March 2010
AllianceBernstein June 2007 - October 2008
Citigroup July 2006 - April 2007
Credit Suisse February 2004 - June 2006
Pershing September 1999 - June 2003
Salomon Brothers 1997 - 1999
Education
Fordham Gabelli School of Business 1988 — 1992
MBA, Finance
Queens College
BA, Economics
Barclays Wealth and Investment Management October 2014 - Present
Citi January 2014 - September 2014
Citigroup March 2010 - April 2013
Bank of America December 2009 - March 2010
AllianceBernstein June 2007 - October 2008
Citigroup July 2006 - April 2007
Credit Suisse February 2004 - June 2006
Pershing September 1999 - June 2003
Salomon Brothers 1997 - 1999
Education
Fordham Gabelli School of Business 1988 — 1992
MBA, Finance
Queens College
BA, Economics
Mary Jane Badillo Mary Jane Badillo's Salomon Brothers Experience January 1991 - July 1995
Job Community Relations Manager at Tampa General Hospital
Industry Health, Wellness and Fitness
Experience
Tampa General Hospital January 2005 - Present
Lifesharing, San Diego May 2004 - November 2004
LifeLink Foundation October 1995 - April 2004
Salomon Brothers January 1991 - July 1995
Education
Fort Hays State University 2010 — 2013
MHA, Health Care Administration
University of South Florida 1986 — 1990
B.A., Communications
Plant High School
Tampa General Hospital January 2005 - Present
Lifesharing, San Diego May 2004 - November 2004
LifeLink Foundation October 1995 - April 2004
Salomon Brothers January 1991 - July 1995
Education
Fort Hays State University 2010 — 2013
MHA, Health Care Administration
University of South Florida 1986 — 1990
B.A., Communications
Plant High School
Frank Guevara Frank Guevara's Salomon Brothers Experience January 1990 - December 1997
Job Sr IT Project Manager/Consultant Looking for opportunities
Industry Information Technology and Services
Experience
CMIT Solutions, Inc. April 2009 - June 2015
Citigroup January 2006 - October 2008
Citigroup August 2003 - January 2006
Lehman Brothers February 2001 - August 2003
Ernst & Young June 1999 - December 2000
Salomon Smith Barney January 1998 - June 1999
Salomon Brothers January 1990 - December 1997
Skills
Relational Databases, Waterfall, Business Intelligence, Data Governance, Data Integration, Software Development, Entrepreneurship, Microsoft Technologies, Telecommunications, Data Architecture, IT Strategy, Data Warehousing, Business Analysis, Databases, Outsourcing, Start-ups, SDLC, IT Management, Integration, CRM, Management, Disaster Recovery, Cloud Computing, Project Management, Strategy, Vendor Management
Education
Fairleigh Dickinson University - Teaneck
Business
CMIT Solutions, Inc. April 2009 - June 2015
Citigroup January 2006 - October 2008
Citigroup August 2003 - January 2006
Lehman Brothers February 2001 - August 2003
Ernst & Young June 1999 - December 2000
Salomon Smith Barney January 1998 - June 1999
Salomon Brothers January 1990 - December 1997
Skills
Relational Databases, Waterfall, Business Intelligence, Data Governance, Data Integration, Software Development, Entrepreneurship, Microsoft Technologies, Telecommunications, Data Architecture, IT Strategy, Data Warehousing, Business Analysis, Databases, Outsourcing, Start-ups, SDLC, IT Management, Integration, CRM, Management, Disaster Recovery, Cloud Computing, Project Management, Strategy, Vendor Management
Education
Fairleigh Dickinson University - Teaneck
Business
William McCulloch William McCulloch's Salomon Brothers Experience 1997 - 1999
Job Chief Financial Officer at Boodell & Company LLC
Industry Investment Management
Experience
Boodell & Company LLC August 2013 - Present
King Street Capital Management February 2009 - February 2012
Highbridge Capital Management September 2005 - October 2008
Soros Fund Management March 2002 - September 2005
Connotate Technologies December 2000 - February 2002
Financial Models Company May 1999 - December 2000
Salomon Brothers 1997 - 1999
MAPCO Inc. July 1994 - February 1997
Skills
Risk Management, Business Strategy, Hedge Funds, Fixed Income, Equities, Bloomberg, Derivatives, Trading, Due Diligence, Hedging, Alternative Investments, FX Options, Currency, Swaps, Asset Managment, SQL, Microsoft Excel, Microsoft SQL Server, Lingo, FX Hedging, Visual Basic, VBA, Certified Treasury..., Payment Systems, Treasury Management, Treasury, Trading Systems, Credit Derivatives, Microsoft Office, Securities, Portfolio Management, Structured Products, Bonds, Valuation, Asset Management
Education
Georgetown University 1990 — 1994
BSBA, Finance, International Business
Delbarton School 1986 — 1990
Boodell & Company LLC August 2013 - Present
King Street Capital Management February 2009 - February 2012
Highbridge Capital Management September 2005 - October 2008
Soros Fund Management March 2002 - September 2005
Connotate Technologies December 2000 - February 2002
Financial Models Company May 1999 - December 2000
Salomon Brothers 1997 - 1999
MAPCO Inc. July 1994 - February 1997
Skills
Risk Management, Business Strategy, Hedge Funds, Fixed Income, Equities, Bloomberg, Derivatives, Trading, Due Diligence, Hedging, Alternative Investments, FX Options, Currency, Swaps, Asset Managment, SQL, Microsoft Excel, Microsoft SQL Server, Lingo, FX Hedging, Visual Basic, VBA, Certified Treasury..., Payment Systems, Treasury Management, Treasury, Trading Systems, Credit Derivatives, Microsoft Office, Securities, Portfolio Management, Structured Products, Bonds, Valuation, Asset Management
Education
Georgetown University 1990 — 1994
BSBA, Finance, International Business
Delbarton School 1986 — 1990
Qi Wang's Salomon Brothers Experience February 1999 - May 2000
Job Developer/Director at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse June 2014 - Present
Goldman Sachs February 2006 - June 2014
Goldman Sachs August 2003 - February 2006
Goldman Sachs May 2000 - August 2003
Salomon Brothers February 1999 - May 2000
IBM September 1993 - February 1999
Skills
Software Engineering, Application Development, System Architecture, Coding & Programming, Database Architecture, Project Management, Team Leadership, Problem Solving, Client Relations, Performance Tuning, C & C++, Java, HTML, JavaScript, Python, Transaction Processing, Requirements Gathering, Object-Oriented Design, Unix, Unix IPCs, Unix Sockets, Unix pthread, Solaris/Linux/Web..., SDLC, Databases, SQL/NoSQL, C, Testing, Software Development, C++, IP Networking
Education
Marist College 1992 — 1993
Master of Science (MS), Computer Science
Harbin Institute of Technology 1987 — 1991
Bachelor of Science (BS), Computer Science and Engineering
Credit Suisse June 2014 - Present
Goldman Sachs February 2006 - June 2014
Goldman Sachs August 2003 - February 2006
Goldman Sachs May 2000 - August 2003
Salomon Brothers February 1999 - May 2000
IBM September 1993 - February 1999
Skills
Software Engineering, Application Development, System Architecture, Coding & Programming, Database Architecture, Project Management, Team Leadership, Problem Solving, Client Relations, Performance Tuning, C & C++, Java, HTML, JavaScript, Python, Transaction Processing, Requirements Gathering, Object-Oriented Design, Unix, Unix IPCs, Unix Sockets, Unix pthread, Solaris/Linux/Web..., SDLC, Databases, SQL/NoSQL, C, Testing, Software Development, C++, IP Networking
Education
Marist College 1992 — 1993
Master of Science (MS), Computer Science
Harbin Institute of Technology 1987 — 1991
Bachelor of Science (BS), Computer Science and Engineering
Andy Rasmussen Andy Rasmussen's Salomon Brothers Experience March 1993 - September 1998
Job Network Engineer at The Hartford
Industry Information Technology and Services
Experience
The Hartford October 1998 - Present
THE HARTFORD INSURANCE October 1998 - Present
Salomon Brothers March 1993 - September 1998
Skills
Troubleshooting, Vendor Management, SDLC, Disaster Recovery, ITIL, Active Directory, Networking, Data Center, Process Improvement, Project Management, Team Leadership, Visio, Software Documentation, Security, Servers, VMware, SharePoint, Business Analysis, Management, Microsoft Office, Analysis, Program Management, System Administration, Change Management, Leadership, Strategic Planning
Education
Excelsior College 1996 — 1998
Bachelor of Science (B.S.), Liberal Arts and Sciences/Liberal Studies
The Culinary Institute of America 1984 — 1987
O.S., Culinary Arts
St. Petersburg College 1980 — 1984
AS, Hospitality Management
The Hartford October 1998 - Present
THE HARTFORD INSURANCE October 1998 - Present
Salomon Brothers March 1993 - September 1998
Skills
Troubleshooting, Vendor Management, SDLC, Disaster Recovery, ITIL, Active Directory, Networking, Data Center, Process Improvement, Project Management, Team Leadership, Visio, Software Documentation, Security, Servers, VMware, SharePoint, Business Analysis, Management, Microsoft Office, Analysis, Program Management, System Administration, Change Management, Leadership, Strategic Planning
Education
Excelsior College 1996 — 1998
Bachelor of Science (B.S.), Liberal Arts and Sciences/Liberal Studies
The Culinary Institute of America 1984 — 1987
O.S., Culinary Arts
St. Petersburg College 1980 — 1984
AS, Hospitality Management
William Schreier William Schreier's Salomon Brothers Experience July 1995 - January 1998
Job Managing Director
Industry Financial Services
Experience
Infrastructure Capital Management, LLC May 2012 - Present
BMO Capital Markets May 2005 - February 2012
CIBC World Markets January 1998 - April 2005
Salomon Brothers July 1995 - January 1998
Morgan Stanley April 1985 - February 1992
Willkie Farr & Gallagher LLP September 1981 - April 1985
Skills
Capital Markets, Investment Banking, Equities, Private Placements, Private Equity, Valuation, IPO, Hedge Funds, Corporate Finance, Financial Modeling, Financial Structuring, Equity Capital Markets
Education
Fordham University School of Law 1978 — 1981
J.D., Law
University of Pennsylvania - The Wharton School 1974 — 1978
B.S., Finance
Infrastructure Capital Management, LLC May 2012 - Present
BMO Capital Markets May 2005 - February 2012
CIBC World Markets January 1998 - April 2005
Salomon Brothers July 1995 - January 1998
Morgan Stanley April 1985 - February 1992
Willkie Farr & Gallagher LLP September 1981 - April 1985
Skills
Capital Markets, Investment Banking, Equities, Private Placements, Private Equity, Valuation, IPO, Hedge Funds, Corporate Finance, Financial Modeling, Financial Structuring, Equity Capital Markets
Education
Fordham University School of Law 1978 — 1981
J.D., Law
University of Pennsylvania - The Wharton School 1974 — 1978
B.S., Finance
Mitchell Stern Mitchell Stern's Salomon Brothers Experience 1989 - 1990
Job Managing Director at Dresner Partners
Industry Investment Banking
Experience
Dresner Partners January 2012 - Present
Morgan Joseph TriArtisan LLC 2009 - January 2012
SMH Capital Inc. 2007 - 2009
Glocap Advisors 2001 - 2007
Needham & Co. Inc. 1999 - 2001
Schroder & Co. Inc (Wertheim Schroder) 1993 - 1999
Deloitte & Touche LLC 1990 - 1993
Salomon Brothers 1989 - 1990
Ernst & Young 1986 - 1988
Skills
Venture Capital, Private Placements, Mergers, Capital Raising, Fairness Opinions, IPO, Growth Capital, Valuation, LBO, Investment Banking, Mergers & Acquisitions, Healthcare, Due Diligence, Corporate Development, Medical Devices, Corporate Finance, Private Equity, Healthcare Information..., Restructuring, Leveraged Finance, M&A experience, Divestitures, Capital Markets, Business Valuation
Education
New York University - Leonard N. Stern School of Business 1988 — 1990
MBA, Finance
Franklin & Marshall College 1982 — 1986
BA, Accounting
Dresner Partners January 2012 - Present
Morgan Joseph TriArtisan LLC 2009 - January 2012
SMH Capital Inc. 2007 - 2009
Glocap Advisors 2001 - 2007
Needham & Co. Inc. 1999 - 2001
Schroder & Co. Inc (Wertheim Schroder) 1993 - 1999
Deloitte & Touche LLC 1990 - 1993
Salomon Brothers 1989 - 1990
Ernst & Young 1986 - 1988
Skills
Venture Capital, Private Placements, Mergers, Capital Raising, Fairness Opinions, IPO, Growth Capital, Valuation, LBO, Investment Banking, Mergers & Acquisitions, Healthcare, Due Diligence, Corporate Development, Medical Devices, Corporate Finance, Private Equity, Healthcare Information..., Restructuring, Leveraged Finance, M&A experience, Divestitures, Capital Markets, Business Valuation
Education
New York University - Leonard N. Stern School of Business 1988 — 1990
MBA, Finance
Franklin & Marshall College 1982 — 1986
BA, Accounting
Allene Diana Allene Diana's Salomon Brothers Experience April 1992 - May 1997
Job Events Manager & Designer / Professional Home Stylist & Organizer
Industry Events Services
Experience
Aroma Kitchen & Winebar May 2007 - Present
David Tutera Inc. June 2004 - March 2006
Grotta Azzurra July 2003 - May 2004
Delmonico Steak House February 2002 - June 2003
City Hall Restaurant January 1999 - September 2001
Salomon Brothers (merged as Salomon Smith Barney) May 1997 - December 1998
Salomon Brothers April 1992 - May 1997
Patriot Securities (Formerly "Cowen Government Brokers") September 1989 - April 1992
Cowen & Company September 1988 - September 1989
Skills
Event Management, Catering, Restaurants, Hospitality, Marketing, Budgets, Leadership, Event Planning, Weddings, Food, Corporate Events, Management, Sales, Trade Shows, Meeting Planning
Education
New York University 1984 — 1987
Associate's Degree
Fashion Institute of Technology
Design Courses
Pace University - Lubin School of Business
Courses & Seminars
Aroma Kitchen & Winebar May 2007 - Present
David Tutera Inc. June 2004 - March 2006
Grotta Azzurra July 2003 - May 2004
Delmonico Steak House February 2002 - June 2003
City Hall Restaurant January 1999 - September 2001
Salomon Brothers (merged as Salomon Smith Barney) May 1997 - December 1998
Salomon Brothers April 1992 - May 1997
Patriot Securities (Formerly "Cowen Government Brokers") September 1989 - April 1992
Cowen & Company September 1988 - September 1989
Skills
Event Management, Catering, Restaurants, Hospitality, Marketing, Budgets, Leadership, Event Planning, Weddings, Food, Corporate Events, Management, Sales, Trade Shows, Meeting Planning
Education
New York University 1984 — 1987
Associate's Degree
Fashion Institute of Technology
Design Courses
Pace University - Lubin School of Business
Courses & Seminars
Tom Daniels, MBA, CPA, CFA Tom Daniels, MBA, CPA, CFA's Salomon Brothers Experience September 1997 - November 1998
Job Managing Director & Head of Securities Lending Sales and Marketing for the Americas at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2007 - Present
BNY Mellon 2004 - 2007
Mellon Bank October 1998 - March 2004
Salomon Brothers September 1997 - November 1998
Chase Manhattan Bank July 1995 - September 1997
The Bank of New York January 1994 - July 1995
Alpern Rosenthal & Company CPAs 1992 - 1994
Duquesne University 1991 - October 1992
Skills
Securities Lending, Fixed Income, Equities, Securities, Financial Services, Business Development, Financial Markets, Program Management, Investments, Finance, Sales Management, Marketing, Mutual Funds, Investment Management, Trading, Analysis, Funding, Product Management, Management, Client Relationship...
Education
Duquesne University 1990 — 1993
MBA, Magna cum laude, Finance
Duquesne University 1986 — 1990
BSBA, Accounting
BNY Mellon March 2007 - Present
BNY Mellon 2004 - 2007
Mellon Bank October 1998 - March 2004
Salomon Brothers September 1997 - November 1998
Chase Manhattan Bank July 1995 - September 1997
The Bank of New York January 1994 - July 1995
Alpern Rosenthal & Company CPAs 1992 - 1994
Duquesne University 1991 - October 1992
Skills
Securities Lending, Fixed Income, Equities, Securities, Financial Services, Business Development, Financial Markets, Program Management, Investments, Finance, Sales Management, Marketing, Mutual Funds, Investment Management, Trading, Analysis, Funding, Product Management, Management, Client Relationship...
Education
Duquesne University 1990 — 1993
MBA, Magna cum laude, Finance
Duquesne University 1986 — 1990
BSBA, Accounting
Jacqueline Longnecker Jacqueline Longnecker's Salomon Brothers Experience 1990 - 1991
Job Entrepreneur
Industry Management Consulting
Experience
Employment Verification Resources Inc. January 1995 - December 2014
International Game Technology 1993 - 1995
Salomon Brothers 1990 - 1991
Time Inc. 1979 - 1989
Skills
I-9 Compliance, Immigration Issues, Employee Training, Affirmative Action, Training, Employee Benefits, Applicant Tracking..., Employee Relations, Talent Acquisition, Onboarding, Leadership, Human Resources, Workforce Planning, Coaching, Vendor Management, Organizational..., Mergers & Acquisitions, Talent Management, New Hire Orientations, HRIS, Benefits Administration, Immigration Law, Personnel Management, Employment Law, Labor Relations, Succession Planning, Employee Handbooks, Employee Engagement, Technical Recruiting, Temporary Placement, Organizational..., Performance Management, Job Descriptions, HR Policies, HR Consulting, Legal Compliance, Background Checks
Education
Fordham University
Bachelor's degree, Psychology
Fordham University
Bachelor's degree, Psychology/Business
Employment Verification Resources Inc. January 1995 - December 2014
International Game Technology 1993 - 1995
Salomon Brothers 1990 - 1991
Time Inc. 1979 - 1989
Skills
I-9 Compliance, Immigration Issues, Employee Training, Affirmative Action, Training, Employee Benefits, Applicant Tracking..., Employee Relations, Talent Acquisition, Onboarding, Leadership, Human Resources, Workforce Planning, Coaching, Vendor Management, Organizational..., Mergers & Acquisitions, Talent Management, New Hire Orientations, HRIS, Benefits Administration, Immigration Law, Personnel Management, Employment Law, Labor Relations, Succession Planning, Employee Handbooks, Employee Engagement, Technical Recruiting, Temporary Placement, Organizational..., Performance Management, Job Descriptions, HR Policies, HR Consulting, Legal Compliance, Background Checks
Education
Fordham University
Bachelor's degree, Psychology
Fordham University
Bachelor's degree, Psychology/Business
Maud Brown Maud Brown's Salomon Brothers Experience September 1997 - July 1999
Job Investcorp
Industry Venture Capital & Private Equity
Experience
Investcorp April 2001 - Present
Merrill Lynch August 1999 - April 2001
Salomon Brothers September 1997 - July 1999
Education
ESCP Europe 1993 — 1997
Business Administration and Management, General
Universite Paris XI (Sceau) 1994 — 1997
Maitrise, Corporate Law
Investcorp April 2001 - Present
Merrill Lynch August 1999 - April 2001
Salomon Brothers September 1997 - July 1999
Education
ESCP Europe 1993 — 1997
Business Administration and Management, General
Universite Paris XI (Sceau) 1994 — 1997
Maitrise, Corporate Law
Tom Cordisco Tom Cordisco's Salomon Brothers Experience 1982 - 1987
Job Director, Investor Relations at Clearwater Capital Partners
Industry Investment Banking
Experience
Clearwater Capital Partners 2012 - August 2015
Mercury Capital Advisors 2009 - 2012
Merrill Lynch 2004 - 2009
JPMorgan Chase & Co. 1999 - 2002
Peregrine Securities 1996 - 1998
Lehman Brothers 1987 - 1996
Salomon Brothers 1982 - 1987
Skills
Alternative Investments..., Credit, Capital Markets, Investor Relations, New Business Development, Private Equity, Real Estate
Education
Fordham University
BA, Communications
Clearwater Capital Partners 2012 - August 2015
Mercury Capital Advisors 2009 - 2012
Merrill Lynch 2004 - 2009
JPMorgan Chase & Co. 1999 - 2002
Peregrine Securities 1996 - 1998
Lehman Brothers 1987 - 1996
Salomon Brothers 1982 - 1987
Skills
Alternative Investments..., Credit, Capital Markets, Investor Relations, New Business Development, Private Equity, Real Estate
Education
Fordham University
BA, Communications
Bill Newell Bill Newell's Salomon Brothers Experience 1985 - 1987
Job Investor and Manager
Industry Investment Management
Experience
Schofield Stone October 2010 - Present
AJ Manufacturing, Inc. January 2005 - Present
Kildare Enterprises November 2003 - Present
MinnPar 2004 - 2013
Avenir Group, Inc. January 1996 - November 2003
Smurfit Plastic Packaging, Inc. 1992 - 1995
Smurfit Stone 1991 - 1992
Salomon Brothers 1985 - 1987
Skills
Venture Capital, Corporate Development, Investments, Corporate Finance, Financial Modeling, Valuation, Entrepreneurship, Restructuring, Strategy, New Business Development, Marketing Strategy, Business Development, Strategic Partnerships, Business Valuation, Mergers, Private Equity, Executive Management, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA
Duke University 1981 — 1985
Bachelor of Science (BS), Computer Science and Economics
Schofield Stone October 2010 - Present
AJ Manufacturing, Inc. January 2005 - Present
Kildare Enterprises November 2003 - Present
MinnPar 2004 - 2013
Avenir Group, Inc. January 1996 - November 2003
Smurfit Plastic Packaging, Inc. 1992 - 1995
Smurfit Stone 1991 - 1992
Salomon Brothers 1985 - 1987
Skills
Venture Capital, Corporate Development, Investments, Corporate Finance, Financial Modeling, Valuation, Entrepreneurship, Restructuring, Strategy, New Business Development, Marketing Strategy, Business Development, Strategic Partnerships, Business Valuation, Mergers, Private Equity, Executive Management, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA
Duke University 1981 — 1985
Bachelor of Science (BS), Computer Science and Economics
R. Stan Holland R. Stan Holland's Salomon Brothers Experience August 1995 - January 1998
Job Vice President, Corporate Development at Manning & Napier, Inc.
Industry Investment Management
Experience
Manning & Napier Advisors June 2012 - Present
Eastman Kodak January 2010 - June 2012
Eastman Kodak January 2007 - January 2010
Vaccinex Inc. October 2001 - January 2007
Morgan Stanley January 1998 - June 2001
Salomon Brothers August 1995 - January 1998
The Bissell Companies June 1986 - August 1991
Skills
Mergers & Acquisitions, Valuations, Cash Flow Forecasting, Negotiation, Treasury Management, Capital Markets, Investment Banking, Investment Management, Restructuring, Strategic Planning, Market Analysis
Education
University of North Carolina School of Law 1992 — 1995
JD, Corporate Law
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1995
MBA, Finance
Duke University 1982 — 1986
BA, Economics / English
Manning & Napier Advisors June 2012 - Present
Eastman Kodak January 2010 - June 2012
Eastman Kodak January 2007 - January 2010
Vaccinex Inc. October 2001 - January 2007
Morgan Stanley January 1998 - June 2001
Salomon Brothers August 1995 - January 1998
The Bissell Companies June 1986 - August 1991
Skills
Mergers & Acquisitions, Valuations, Cash Flow Forecasting, Negotiation, Treasury Management, Capital Markets, Investment Banking, Investment Management, Restructuring, Strategic Planning, Market Analysis
Education
University of North Carolina School of Law 1992 — 1995
JD, Corporate Law
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1995
MBA, Finance
Duke University 1982 — 1986
BA, Economics / English
Ashley Reiser's Salomon Brothers Experience June 1988 - December 1991
Job Commercial Real Estate Team Leader/SVP at EagleBank
Industry Real Estate
Experience
EagleBank June 2013 - Present
US Bank February 2011 - June 2013
HSBC 2005 - 2007
KeyBank 2000 - 2003
PNC Bank January 1996 - January 2000
Union Bank of Switzerland January 1991 - January 1996
Salomon Brothers June 1988 - December 1991
Skills
Finance, Asset Management, Real Estate, Valuation, Investments, Loans, Real Estate Economics, Due Diligence, Credit, Real Estate Development, Commercial Lending, Portfolio Management, Financial Modeling, Financial Analysis, Asset Managment
Education
Franklin & Marshall College 1984 — 1988
BS
Shipley
EagleBank June 2013 - Present
US Bank February 2011 - June 2013
HSBC 2005 - 2007
KeyBank 2000 - 2003
PNC Bank January 1996 - January 2000
Union Bank of Switzerland January 1991 - January 1996
Salomon Brothers June 1988 - December 1991
Skills
Finance, Asset Management, Real Estate, Valuation, Investments, Loans, Real Estate Economics, Due Diligence, Credit, Real Estate Development, Commercial Lending, Portfolio Management, Financial Modeling, Financial Analysis, Asset Managment
Education
Franklin & Marshall College 1984 — 1988
BS
Shipley
Lou Sala Lou Sala's Salomon Brothers Experience 1996 - 1998
Job Managing Partner at Sala Associates LLC
Industry Management Consulting
Experience
Sala Associates LLC 2007 - Present
Bear Stearns Asset Management 2007 - 2008
Paloma Partners Management Co. 2002 - 2007
Goldman Sachs 1998 - 2002
Salomon Brothers 1996 - 1998
Bank Julius Baer 1991 - 1996
Credit Commercial de France 1988 - 1991
Arthur Andersen & Co. 1986 - 1988
Skills
Asset Managment, Hedge Funds, Alternative Investments, Investments, Trading, Investment Management, Securities, Fund Of Funds, Start-ups, Asset Management, Equities, Finance, Private Equity, Due Diligence, Corporate Finance, Valuation, Accounting, Capital Markets, Financial Modeling, Management Consulting, Derivatives, Executive Management, Fixed Income, Internal Controls, Investor Relations, Venture Capital, Investment Banking, Options, Financial Markets, FX Options, Emerging Markets, Portfolio Management, Financial Analysis, Financial Services, Middle Office, Strategic Financial..., Risk Management, Investment Strategies, Restructuring, Financial Structuring, IPO, Funding, Mutual Funds, Structured Finance, Asset Allocation, Investment Advisory, Bonds, Business Valuation, Trading Systems, Commodity
Education
Fordham Gabelli School of Business 1990 — 1993
MBA
Saint John's University 1982 — 1986
BS, Accounting
Sala Associates LLC 2007 - Present
Bear Stearns Asset Management 2007 - 2008
Paloma Partners Management Co. 2002 - 2007
Goldman Sachs 1998 - 2002
Salomon Brothers 1996 - 1998
Bank Julius Baer 1991 - 1996
Credit Commercial de France 1988 - 1991
Arthur Andersen & Co. 1986 - 1988
Skills
Asset Managment, Hedge Funds, Alternative Investments, Investments, Trading, Investment Management, Securities, Fund Of Funds, Start-ups, Asset Management, Equities, Finance, Private Equity, Due Diligence, Corporate Finance, Valuation, Accounting, Capital Markets, Financial Modeling, Management Consulting, Derivatives, Executive Management, Fixed Income, Internal Controls, Investor Relations, Venture Capital, Investment Banking, Options, Financial Markets, FX Options, Emerging Markets, Portfolio Management, Financial Analysis, Financial Services, Middle Office, Strategic Financial..., Risk Management, Investment Strategies, Restructuring, Financial Structuring, IPO, Funding, Mutual Funds, Structured Finance, Asset Allocation, Investment Advisory, Bonds, Business Valuation, Trading Systems, Commodity
Education
Fordham Gabelli School of Business 1990 — 1993
MBA
Saint John's University 1982 — 1986
BS, Accounting
Ted Jean Ted Jean's Salomon Brothers Experience 1972 - 1987
Job Independent Real Estate Professional
Industry Real Estate
Experience
Weichert Realtors 1995 - 2009
Salomon Brothers 1972 - 1987
Education
Fairleigh Dickinson University 1962 — 1966
BS, Economics
Weichert Realtors 1995 - 2009
Salomon Brothers 1972 - 1987
Education
Fairleigh Dickinson University 1962 — 1966
BS, Economics
Dan Ellsweig Dan Ellsweig's Salomon Brothers Experience January 1995 - January 1998
Job Enterprise Management Architect at Coty
Industry Information Technology and Services
Experience
Coty August 2014 - Present
Avon Products Inc. October 2009 - July 2014
MMC November 2007 - April 2009
Bear Stearns January 1998 - November 2007
Salomon Brothers January 1995 - January 1998
Various Contract Positions January 1983 - January 1995
ATT Information Systems January 1986 - January 1990
IBM Global Services 1985 - 1986
Western Union 1980 - 1984
Skills
IT Management, Unix, Virtualization, Integration, IT Service Management, Cisco Technologies, Perl, Enterprise Software, Hardware, Networking, Security, Infrastructure, System Deployment, Testing
Education
Fairleigh Dickinson University 1972 — 1976
Bachelor's degree, Computer Systems Networking and Telecommunications
PHS
Coty August 2014 - Present
Avon Products Inc. October 2009 - July 2014
MMC November 2007 - April 2009
Bear Stearns January 1998 - November 2007
Salomon Brothers January 1995 - January 1998
Various Contract Positions January 1983 - January 1995
ATT Information Systems January 1986 - January 1990
IBM Global Services 1985 - 1986
Western Union 1980 - 1984
Skills
IT Management, Unix, Virtualization, Integration, IT Service Management, Cisco Technologies, Perl, Enterprise Software, Hardware, Networking, Security, Infrastructure, System Deployment, Testing
Education
Fairleigh Dickinson University 1972 — 1976
Bachelor's degree, Computer Systems Networking and Telecommunications
PHS
Joanne Delaney, CNE Joanne Delaney, CNE's Salomon Brothers Experience July 1978 - July 1984
Job Financial Services Professional
Industry Real Estate
Experience
TARVIN REALTORS September 2011 - Present
Manufacturers Hanover Trust July 1984 - January 1987
Salomon Brothers July 1978 - July 1984
Skills
First Time Home Buyers, Real Estate, Investment Properties, Selling, Negotiation, Relocation, Leadership, Sellers, Real Estate Transactions, Residential Homes, Condos, Referrals, Luxury, Buyer Representation, New Home Sales, Townhomes, Single Family Homes, Sales
Education
Fairfield University 1974 — 1978
BS, Accounting / Economics
New York University, Stern School of Business
MBA, Finance
TARVIN REALTORS September 2011 - Present
Manufacturers Hanover Trust July 1984 - January 1987
Salomon Brothers July 1978 - July 1984
Skills
First Time Home Buyers, Real Estate, Investment Properties, Selling, Negotiation, Relocation, Leadership, Sellers, Real Estate Transactions, Residential Homes, Condos, Referrals, Luxury, Buyer Representation, New Home Sales, Townhomes, Single Family Homes, Sales
Education
Fairfield University 1974 — 1978
BS, Accounting / Economics
New York University, Stern School of Business
MBA, Finance
Bob von Halle Bob von Halle's Salomon Brothers Experience June 1982 - December 1989
Job Options and Futures Trader at LightSpeed Trading
Industry Financial Services
Experience
LightSpeed Trading April 2014 - Present
Simplex Investments/SET Trading Partners October 2012 - March 2014
Gemini Trading LLC June 2009 - September 2012
Horizon Cash Management September 2006 - February 2009
MarketAxess June 2002 - April 2006
Goldman Sachs January 1998 - March 2001
Bear Stearns January 1990 - December 1997
Salomon Brothers June 1982 - December 1989
Skills
Hedge Funds, Fixed Income, Equities, Derivatives, Electronic Trading, Emerging Markets, Capital Markets, Asset Managment, Trading, Trading Systems, Series 7, Portfolio Management
Education
Northwestern University - Kellogg School of Management 1982 — 1985
MBA, Finance
Duke University 1975 — 1979
BA, Economics, Management Science
LightSpeed Trading April 2014 - Present
Simplex Investments/SET Trading Partners October 2012 - March 2014
Gemini Trading LLC June 2009 - September 2012
Horizon Cash Management September 2006 - February 2009
MarketAxess June 2002 - April 2006
Goldman Sachs January 1998 - March 2001
Bear Stearns January 1990 - December 1997
Salomon Brothers June 1982 - December 1989
Skills
Hedge Funds, Fixed Income, Equities, Derivatives, Electronic Trading, Emerging Markets, Capital Markets, Asset Managment, Trading, Trading Systems, Series 7, Portfolio Management
Education
Northwestern University - Kellogg School of Management 1982 — 1985
MBA, Finance
Duke University 1975 — 1979
BA, Economics, Management Science
Janet Mulroy Janet Mulroy's Salomon Brothers Experience 1988 - 1990
Job Investor & Finance Professional
Industry Venture Capital & Private Equity
Experience
Milton Capital 2001 - Present
FinLogic April 2014 - July 2015
Microban International 1994 - 2001
Manolis & Company 1992 - 2001
Credit Suisse First Boston 1991 - 1992
Salomon Brothers 1988 - 1990
Education
University of Pennsylvania - The Wharton School
B.S. Economics
Georgia State University - J. Mack Robinson College of Business
Master of Professional Accountancy
Milton Capital 2001 - Present
FinLogic April 2014 - July 2015
Microban International 1994 - 2001
Manolis & Company 1992 - 2001
Credit Suisse First Boston 1991 - 1992
Salomon Brothers 1988 - 1990
Education
University of Pennsylvania - The Wharton School
B.S. Economics
Georgia State University - J. Mack Robinson College of Business
Master of Professional Accountancy
Robert Clappi's Salomon Brothers Experience October 1996 - March 1999
Job Fixed Income Trader at Charles Schwab
Industry Banking
Experience
Charles Schwab April 2015 - Present
Citi August 2004 - April 2015
Salomon Smith Barney April 1999 - July 2004
Salomon Brothers October 1996 - March 1999
Gruntal & Company February 1996 - August 1996
Paloma Partners August 1994 - January 1996
Skills
Bank Funding, Fixed Income Trading, Inventory Management, Series 7, Series 63, Series 3, FINRA, Fixed Income, Capital Markets, Banking, Certificates of Deposit, Pricing, Dealer Relationships
Education
Fordham Gabelli School of Business 1999 — 2002
MBA, Finance
Fairfield University 1990 — 1994
BS, Finance
Charles Schwab April 2015 - Present
Citi August 2004 - April 2015
Salomon Smith Barney April 1999 - July 2004
Salomon Brothers October 1996 - March 1999
Gruntal & Company February 1996 - August 1996
Paloma Partners August 1994 - January 1996
Skills
Bank Funding, Fixed Income Trading, Inventory Management, Series 7, Series 63, Series 3, FINRA, Fixed Income, Capital Markets, Banking, Certificates of Deposit, Pricing, Dealer Relationships
Education
Fordham Gabelli School of Business 1999 — 2002
MBA, Finance
Fairfield University 1990 — 1994
BS, Finance
Eddie Cairnie Eddie Cairnie's Salomon Brothers Experience April 1989 - April 1994
Job Executive Director at Citi
Industry Financial Services
Experience
Citi November 2008 - Present
Lehman Brothers August 2004 - October 2008
Morgan Stanley August 1997 - July 2004
Cairnie Associates May 1994 - July 1997
Salomon Brothers April 1989 - April 1994
Skills
Investment Banking, Financial Markets, Fixed Income, Financial Analysis, Reference Data, Market Data, Derivatives, Management, Capital Markets, Financial Modeling, Accounts Payable, Account Reconciliation, Asset Managment, Electronic Trading, Equities, Hedge Funds, Prime Brokerage, Business Strategy, Vendor Management, Equity Derivatives, Asset Management, Risk Management, Finance, Credit Derivatives, Interest Rate..., Valuation, Middle Office, Trading Systems, Structured Products, Swaps, Securities, Process Engineering, Financial Services, Expense Management, Process Improvement, FX Options, Business Analysis, Program Management, Business Intelligence, Cost Reduction, Strategic Leadership
Education
CIMA (Chartered Institute of Management Accountants)
Glasgow Caledonian University
B.A. in Accountancy, Accountacy
Citi November 2008 - Present
Lehman Brothers August 2004 - October 2008
Morgan Stanley August 1997 - July 2004
Cairnie Associates May 1994 - July 1997
Salomon Brothers April 1989 - April 1994
Skills
Investment Banking, Financial Markets, Fixed Income, Financial Analysis, Reference Data, Market Data, Derivatives, Management, Capital Markets, Financial Modeling, Accounts Payable, Account Reconciliation, Asset Managment, Electronic Trading, Equities, Hedge Funds, Prime Brokerage, Business Strategy, Vendor Management, Equity Derivatives, Asset Management, Risk Management, Finance, Credit Derivatives, Interest Rate..., Valuation, Middle Office, Trading Systems, Structured Products, Swaps, Securities, Process Engineering, Financial Services, Expense Management, Process Improvement, FX Options, Business Analysis, Program Management, Business Intelligence, Cost Reduction, Strategic Leadership
Education
CIMA (Chartered Institute of Management Accountants)
Glasgow Caledonian University
B.A. in Accountancy, Accountacy
Larry Goldfarb's Salomon Brothers Experience May 1986 - May 1993
Job Director of Sales at Erado
Industry Computer Software
Experience
Erado June 2014 - Present
UBS January 2014 - June 2014
Macquarie Group April 2013 - December 2013
Larry Goldfarb Consulting October 2010 - March 2013
Compliance11 October 2005 - October 2010
UBS Investment Bank 2000 - 2005
Union Bank of Switzerland 1995 - 2000
Salomon Brothers May 1986 - May 1993
Skills
Start-ups, Product Management, Business Strategy, SaaS, Mergers, Project Management, Marketing Strategy, Leadership, Management, Hedge Funds, Equities, Marketing, Financial Services, Cross-functional Team..., Entrepreneurship, Financial Analysis, Program Management, Mergers & Acquisitions, Securities, Finance, Business Development, Risk Management, Alternative Investments, Investments
Education
New York University - Leonard N. Stern School of Business 1984 — 1987
MBA
The London School of Economics and Political Science (LSE) 1983 — 1984
GD
Hamilton College 1979 — 1983
Bachelor of Arts (B.A.)
Pingry 1971 — 1979
high school diploma
Erado June 2014 - Present
UBS January 2014 - June 2014
Macquarie Group April 2013 - December 2013
Larry Goldfarb Consulting October 2010 - March 2013
Compliance11 October 2005 - October 2010
UBS Investment Bank 2000 - 2005
Union Bank of Switzerland 1995 - 2000
Salomon Brothers May 1986 - May 1993
Skills
Start-ups, Product Management, Business Strategy, SaaS, Mergers, Project Management, Marketing Strategy, Leadership, Management, Hedge Funds, Equities, Marketing, Financial Services, Cross-functional Team..., Entrepreneurship, Financial Analysis, Program Management, Mergers & Acquisitions, Securities, Finance, Business Development, Risk Management, Alternative Investments, Investments
Education
New York University - Leonard N. Stern School of Business 1984 — 1987
MBA
The London School of Economics and Political Science (LSE) 1983 — 1984
GD
Hamilton College 1979 — 1983
Bachelor of Arts (B.A.)
Pingry 1971 — 1979
high school diploma
Tito Nurudeen Tito Nurudeen's Salomon Brothers Experience 1986 - 1994
Job Certified Scrum Master and Agile PM | Senior Systems Analyst | Application Development Lead | Implementation & Execution
Industry Financial Services
Experience
TIAA-CREF 2011 - 2015
TIAA-CREF 2007 - 2009
HSBC October 2006 - 2007
STW in Carpinteria, CA 2005 - 2006
Trading Systems Design 2000 - 2005
Credit Suisse 1994 - 2000
Salomon Brothers 1986 - 1994
Skills
Fixed Income, Trading Systems, Business Analysis, Series 7, Agile Scrum, Risk Management, Financial Services, Investments, SDLC, Portfolio Management, Asset Management, Capital Markets, Mutual Funds, Securities, Equities, Vendor Management
Education
Georgia Institute of Technology
Master's Degree, Mechanical Engineering
Georgia Institute of Technology
One year Coursework in, Engineering/Industrial Management
Louisiana Tech University
Bachelor's Degree, Petroleum Engineering
Louisiana Tech University
Coursework in, Applied Mathematics
PROFESSIONAL DEVELOPMENT
TIAA-CREF 2011 - 2015
TIAA-CREF 2007 - 2009
HSBC October 2006 - 2007
STW in Carpinteria, CA 2005 - 2006
Trading Systems Design 2000 - 2005
Credit Suisse 1994 - 2000
Salomon Brothers 1986 - 1994
Skills
Fixed Income, Trading Systems, Business Analysis, Series 7, Agile Scrum, Risk Management, Financial Services, Investments, SDLC, Portfolio Management, Asset Management, Capital Markets, Mutual Funds, Securities, Equities, Vendor Management
Education
Georgia Institute of Technology
Master's Degree, Mechanical Engineering
Georgia Institute of Technology
One year Coursework in, Engineering/Industrial Management
Louisiana Tech University
Bachelor's Degree, Petroleum Engineering
Louisiana Tech University
Coursework in, Applied Mathematics
PROFESSIONAL DEVELOPMENT
James Manfredonia James Manfredonia's Salomon Brothers Experience January 1983 - January 1987
Job Director at Barclays
Industry Financial Services
Experience
Barclays Wealth and Investment Management September 2011 - Present
Waterkeeper Alliance 2013 - 2014
Covenant House Works Program Board / LGBTQ Focus 1990 - 2014
Covenant House Works Program Board / LGBTQ Focus 1990 - 2014
First New York January 2009 - August 2010
Bear Stearns February 2002 - June 2008
Merrill Lynch February 1992 - February 2002
Blair Manfredonia January 1990 - January 1992
DREXEL BURNHAM January 1987 - January 1990
Salomon Brothers January 1983 - January 1987
Education
Fordham University 1979 — 1983
B.S, Finance and Economics
Msgr Farrell H.S.
Barclays Wealth and Investment Management September 2011 - Present
Waterkeeper Alliance 2013 - 2014
Covenant House Works Program Board / LGBTQ Focus 1990 - 2014
Covenant House Works Program Board / LGBTQ Focus 1990 - 2014
First New York January 2009 - August 2010
Bear Stearns February 2002 - June 2008
Merrill Lynch February 1992 - February 2002
Blair Manfredonia January 1990 - January 1992
DREXEL BURNHAM January 1987 - January 1990
Salomon Brothers January 1983 - January 1987
Education
Fordham University 1979 — 1983
B.S, Finance and Economics
Msgr Farrell H.S.
Rodrigo Quintanilla Rodrigo Quintanilla's Salomon Brothers Experience October 1992 - January 1994
Job BiLingual Ratings Advisor | Investor Relations Specialist | Regulatory Developments and Governance Analyst
Industry Capital Markets
Experience
Standard & Poor's January 2007 - March 2010
Standard & Poor's March 2005 - January 2007
Merrill Lynch December 2001 - July 2004
Merrill Lynch February 1994 - November 2001
Salomon Brothers October 1992 - January 1994
Moody's Corporation August 1988 - October 1992
Argus Research July 1987 - July 1988
SHCP August 1979 - May 1981
Skills
Financial Modeling, Capital Markets, Risk Management, Credit Risk, Fixed Income, Equity Research, Equities, Financial Analysis, Financial Institutions, Credit Analysis, Analysis, Spanish, Investments, Financial Services, Banking, Structured Finance, Due Diligence, Asset Management, Investment Banking, Talent Management, Financial Structuring, Credit, Management, Portfolio Management, Strategy, Emerging Markets, Bilingual, Fixed Income Analysis, Trading, Business Strategy, Corporate Law, Mortgage Lending, Forecasting, Mergers & Acquisitions, Asset Managment, Securities, Structured Products, Alternative Investments, Research, Analytics, Team Management, Sales, FX Options, Derivatives, Economics, Latin American markets
Education
University of Pennsylvania 1981 — 1987
PH. CANDIDATE (A.B.D, ECONOMICS
El Colegio de México 1977 — 1979
M.A, Economics; Economics
Tecnológico de Monterrey 1973 — 1977
BA (Lic), Economics
american school
Standard & Poor's January 2007 - March 2010
Standard & Poor's March 2005 - January 2007
Merrill Lynch December 2001 - July 2004
Merrill Lynch February 1994 - November 2001
Salomon Brothers October 1992 - January 1994
Moody's Corporation August 1988 - October 1992
Argus Research July 1987 - July 1988
SHCP August 1979 - May 1981
Skills
Financial Modeling, Capital Markets, Risk Management, Credit Risk, Fixed Income, Equity Research, Equities, Financial Analysis, Financial Institutions, Credit Analysis, Analysis, Spanish, Investments, Financial Services, Banking, Structured Finance, Due Diligence, Asset Management, Investment Banking, Talent Management, Financial Structuring, Credit, Management, Portfolio Management, Strategy, Emerging Markets, Bilingual, Fixed Income Analysis, Trading, Business Strategy, Corporate Law, Mortgage Lending, Forecasting, Mergers & Acquisitions, Asset Managment, Securities, Structured Products, Alternative Investments, Research, Analytics, Team Management, Sales, FX Options, Derivatives, Economics, Latin American markets
Education
University of Pennsylvania 1981 — 1987
PH. CANDIDATE (A.B.D, ECONOMICS
El Colegio de México 1977 — 1979
M.A, Economics; Economics
Tecnológico de Monterrey 1973 — 1977
BA (Lic), Economics
american school
Malcolm K. Doster Malcolm K. Doster's Salomon Brothers Experience August 1993 - July 1995
Job Equity Trader at WTS Proprietary Trading Group, LLC
Industry Investment Banking
Experience
WTS Proprietary Trading Group, LLC May 2004 - Present
Credit Lyonnais April 2000 - April 2004
PaineWebber Inc August 1998 - April 2000
Salomon Brothers August 1993 - July 1995
Skills
Equities, Trading, Equity Trading, Financial Analysis, Options, Derivatives, Risk Management, Financial Modeling, Electronic Trading, Bloomberg, Finance, Investments, Alternative Investments, Asset Management, Hedge Funds, Fundamental Analysis, Swaps, Capital Markets, Proprietary Trading, Investment Advisory, Trading Strategies, Securities, Financial Risk, Client Relationship..., Stakeholder Engagement, Policy and Procedure..., Team Building and..., Financial Reporting, Business Development, Accounting Systems...
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA, Finance
Morehouse College 1988 — 1993
Bachelor of Arts (B.A.), Accounting
Woodrow Wilson HS
WTS Proprietary Trading Group, LLC May 2004 - Present
Credit Lyonnais April 2000 - April 2004
PaineWebber Inc August 1998 - April 2000
Salomon Brothers August 1993 - July 1995
Skills
Equities, Trading, Equity Trading, Financial Analysis, Options, Derivatives, Risk Management, Financial Modeling, Electronic Trading, Bloomberg, Finance, Investments, Alternative Investments, Asset Management, Hedge Funds, Fundamental Analysis, Swaps, Capital Markets, Proprietary Trading, Investment Advisory, Trading Strategies, Securities, Financial Risk, Client Relationship..., Stakeholder Engagement, Policy and Procedure..., Team Building and..., Financial Reporting, Business Development, Accounting Systems...
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA, Finance
Morehouse College 1988 — 1993
Bachelor of Arts (B.A.), Accounting
Woodrow Wilson HS
Joseph Draper Joseph Draper's Salomon Brothers Experience 1987 - 1997
Job Chairman at Ice Energy
Industry Investment Management
Experience
Ice Energy June 2012 - Present
Pacific Advantage Capital 2010 - Present
Citigroup June 2005 - September 2009
Salomon Brothers 1987 - 1997
Skills
Investments, Investment Banking, Banking, Private Equity, Portfolio Management, Management, Fixed Income, Emerging Markets, Alternative Investments, Valuation, Equities, Derivatives, Mergers & Acquisitions, Hedge Funds, Capital Markets, Asset Management
Education
Fairfield University 1982 — 1987
Bachelor of Science (B.S.), Finance
Immaculate High School, Danbury CT 1978 — 1982
Ice Energy June 2012 - Present
Pacific Advantage Capital 2010 - Present
Citigroup June 2005 - September 2009
Salomon Brothers 1987 - 1997
Skills
Investments, Investment Banking, Banking, Private Equity, Portfolio Management, Management, Fixed Income, Emerging Markets, Alternative Investments, Valuation, Equities, Derivatives, Mergers & Acquisitions, Hedge Funds, Capital Markets, Asset Management
Education
Fairfield University 1982 — 1987
Bachelor of Science (B.S.), Finance
Immaculate High School, Danbury CT 1978 — 1982
Michele Skupp's Salomon Brothers Experience 1982 - 1993
Job Owner at ORA LLC
Industry Financial Services
Experience
ICAP North America June 2014 - April 2015
Miller Tabak October 1994 - April 2014
Salomon Brothers 1982 - 1993
Drexel Burnham Lambert 1980 - 1982
Skills
Series 7, Series 63, Trading, Alternative Investments, Options, Derivatives, Equities, ETFs, Investments, Fixed Income, Financial Risk, Bloomberg, Institutional..., Equity Research, Capital Markets, Equity Trading, Investment Banking, Mutual Funds, Portfolio Management, Corporate Finance, Equity Derivatives, Hedge Funds, Bonds, Securities, Financial Markets, Fund Of Funds, Electronic Trading, Emerging Markets, Private Equity, Due Diligence, Financial Modeling, Trading Systems, Commodity, Hedging
Education
Franklin & Marshall College 1976 — 1979
Bachelor of Arts (B.A.), Economics
ICAP North America June 2014 - April 2015
Miller Tabak October 1994 - April 2014
Salomon Brothers 1982 - 1993
Drexel Burnham Lambert 1980 - 1982
Skills
Series 7, Series 63, Trading, Alternative Investments, Options, Derivatives, Equities, ETFs, Investments, Fixed Income, Financial Risk, Bloomberg, Institutional..., Equity Research, Capital Markets, Equity Trading, Investment Banking, Mutual Funds, Portfolio Management, Corporate Finance, Equity Derivatives, Hedge Funds, Bonds, Securities, Financial Markets, Fund Of Funds, Electronic Trading, Emerging Markets, Private Equity, Due Diligence, Financial Modeling, Trading Systems, Commodity, Hedging
Education
Franklin & Marshall College 1976 — 1979
Bachelor of Arts (B.A.), Economics
Lucinda Parsons Crum Lucinda Parsons Crum's Salomon Brothers Experience August 1991 - May 1998
Job Lifecoach to Three
Industry Civic & Social Organization
Experience
Uriah's Urban Farms October 2014 - Present
Self-employed January 2002 - Present
Life 1980 - 2015
IMIS/Symphoni/Emplifi June 1998 - March 2002
Salomon Brothers August 1991 - May 1998
Skills
Change Management, Nonprofits, Project Management, Program Management, Management
Education
University of South Florida 1992 — 1996
Master of Business Administration (M.B.A.), Organization Change/International Business/Negotiation
Florida Southern College 1987 — 1991
Bachelor's Degree, Business/Finance/Advertising
Port Charlotte High School 1984 — 1987
Uriah's Urban Farms October 2014 - Present
Self-employed January 2002 - Present
Life 1980 - 2015
IMIS/Symphoni/Emplifi June 1998 - March 2002
Salomon Brothers August 1991 - May 1998
Skills
Change Management, Nonprofits, Project Management, Program Management, Management
Education
University of South Florida 1992 — 1996
Master of Business Administration (M.B.A.), Organization Change/International Business/Negotiation
Florida Southern College 1987 — 1991
Bachelor's Degree, Business/Finance/Advertising
Port Charlotte High School 1984 — 1987
☆ ☆ James A Zucker ☆ ☆ ☆ ☆ James A Zucker ☆ ☆'s Salomon Brothers Experience 1992 - 1998
Job Calypso Technology | VP Engineering Operations | Senior Technology Leader | Capital Markets | DevOps
Industry Computer Software
Experience
Calypso Technology August 2010 - Present
Independent iPhone Developer September 2009 - December 2011
Citi October 1992 - June 2010
Army National Guard February 1983 - November 2005
Salomon Brothers 1992 - 1998
GTE 1991 - 1992
Microcom 1989 - 1991
Apple Reseller May 1987 - September 1989
Skills
Sybase, Java, Credit Derivatives, Interest Rate..., Derivatives, Calypso, Linux, Solaris, C++, Business Analysis, Unix, Fixed Income, SDLC, SQL, Electronic Trading, Risk Management, Perl, Agile Methodologies, Software Development, Security, XML, SOA, Hibernate, Distributed Systems, Shell Scripting, Enterprise Architecture, Object Oriented Design, Objective-C, MySQL, JavaScript, Software Engineering, Software Design, Architecture, Trading Systems, Data Modeling, Unix Shell Scripting, Back Office, Software Project..., Leadership, Product Management, Product Development, Cross-functional..., Enterprise Software, Integration, Scalability, Large Scale Change..., Large Systems..., Release Engineering, DevOps, Management
Education
US Army Military Police School, Ft Leonardwood 2004 — 2004
Graduate Military Police Officer Advance Course, Military Police Officer Advance Course
US Army Ordnance School, Aberdene Proving Grounds 1995 — 1995
Honor Graduate, Ordnance Officers Advance Course
US Army Command and General Staff College 1994 — 1995
Graduate CAS3, Combined Arms and Services Staff School
US Army Field Artillery School, Fort Sill 1986 — 1987
Honor Graduate, Field Artillery Officer Basic Course
State University of New York at New Paltz 1982 — 1986
BA, Computer Science
Fordham University 1983 — 1985
Graduate, Advanced Army ROTC
US Army Airborne School, Fort Benning 1984 — 1984
Parachutist Badge, Class 39-84
US Army Basic Training, Fort Jackson 1983 — 1983
Graduate, Basic Infantry Training
Calypso Technology August 2010 - Present
Independent iPhone Developer September 2009 - December 2011
Citi October 1992 - June 2010
Army National Guard February 1983 - November 2005
Salomon Brothers 1992 - 1998
GTE 1991 - 1992
Microcom 1989 - 1991
Apple Reseller May 1987 - September 1989
Skills
Sybase, Java, Credit Derivatives, Interest Rate..., Derivatives, Calypso, Linux, Solaris, C++, Business Analysis, Unix, Fixed Income, SDLC, SQL, Electronic Trading, Risk Management, Perl, Agile Methodologies, Software Development, Security, XML, SOA, Hibernate, Distributed Systems, Shell Scripting, Enterprise Architecture, Object Oriented Design, Objective-C, MySQL, JavaScript, Software Engineering, Software Design, Architecture, Trading Systems, Data Modeling, Unix Shell Scripting, Back Office, Software Project..., Leadership, Product Management, Product Development, Cross-functional..., Enterprise Software, Integration, Scalability, Large Scale Change..., Large Systems..., Release Engineering, DevOps, Management
Education
US Army Military Police School, Ft Leonardwood 2004 — 2004
Graduate Military Police Officer Advance Course, Military Police Officer Advance Course
US Army Ordnance School, Aberdene Proving Grounds 1995 — 1995
Honor Graduate, Ordnance Officers Advance Course
US Army Command and General Staff College 1994 — 1995
Graduate CAS3, Combined Arms and Services Staff School
US Army Field Artillery School, Fort Sill 1986 — 1987
Honor Graduate, Field Artillery Officer Basic Course
State University of New York at New Paltz 1982 — 1986
BA, Computer Science
Fordham University 1983 — 1985
Graduate, Advanced Army ROTC
US Army Airborne School, Fort Benning 1984 — 1984
Parachutist Badge, Class 39-84
US Army Basic Training, Fort Jackson 1983 — 1983
Graduate, Basic Infantry Training
Michael J Fox Michael J Fox's Salomon Brothers Experience October 1986 - May 1997
Job Financial Services Professional
Industry Financial Services
Experience
TOGA Bikes May 2011 - Present
Citigroup 1997 - 2010
Salomon Brothers October 1986 - May 1997
Skills
Financial Risk, Analysis, Risk Management, Trading, Banking, Operational Risk, Payment Risk, Operations Management, Fixed Income, Portfolio Management, Capital Markets, Derivatives, Investment Banking, Hedge Funds, Equities, Finance, Securities, Financial Markets, Financial Services, Trading Systems
Education
Fordham University - Graduate School of Business Administration 1990 — 1993
Master of Business Administration (MBA), Business Administration and Management, General, 3.95
New York Institute of Technology-Old Westbury 1979 — 1983
Bachelor of Science (BS), Business Administration and Management, General, 3.85
TOGA Bikes May 2011 - Present
Citigroup 1997 - 2010
Salomon Brothers October 1986 - May 1997
Skills
Financial Risk, Analysis, Risk Management, Trading, Banking, Operational Risk, Payment Risk, Operations Management, Fixed Income, Portfolio Management, Capital Markets, Derivatives, Investment Banking, Hedge Funds, Equities, Finance, Securities, Financial Markets, Financial Services, Trading Systems
Education
Fordham University - Graduate School of Business Administration 1990 — 1993
Master of Business Administration (MBA), Business Administration and Management, General, 3.95
New York Institute of Technology-Old Westbury 1979 — 1983
Bachelor of Science (BS), Business Administration and Management, General, 3.85
Barrie Chapin Barrie Chapin's Salomon Brothers Experience January 1973 - August 1988
Job Brand Partner at Nerium International
Industry Cosmetics
Experience
Nerium International 2012 - Present
Candyland Recording Inc January 2011 - October 2012
Silpada Designs Jewelry 2005 - October 2012
Thomson Reuters May 1996 - August 2003
BarriesPlace January 1987 - December 1997
Salomon Brothers January 1973 - August 1988
Skills
Marketing Strategy, Retail, Direct Sales, empower, Leadership, Cross-functional Team..., Team Building, Teamwork, Project Planning, Anti-aging Products, Beauty, Relationship Marketing, Beauty Industry, New Business Development, Marketing, Social Media, Entrepreneurship, Small Business, Strategy, Advertising, Social Networking, Public Speaking, Online Marketing, Sales, Customer Service, Empower, Product Development, Marketing Communications, Social Media Marketing, Online Advertising, Event Planning, Public Relations
Education
Fisk University
BA in Math, Technology
Nerium International 2012 - Present
Candyland Recording Inc January 2011 - October 2012
Silpada Designs Jewelry 2005 - October 2012
Thomson Reuters May 1996 - August 2003
BarriesPlace January 1987 - December 1997
Salomon Brothers January 1973 - August 1988
Skills
Marketing Strategy, Retail, Direct Sales, empower, Leadership, Cross-functional Team..., Team Building, Teamwork, Project Planning, Anti-aging Products, Beauty, Relationship Marketing, Beauty Industry, New Business Development, Marketing, Social Media, Entrepreneurship, Small Business, Strategy, Advertising, Social Networking, Public Speaking, Online Marketing, Sales, Customer Service, Empower, Product Development, Marketing Communications, Social Media Marketing, Online Advertising, Event Planning, Public Relations
Education
Fisk University
BA in Math, Technology
Bruce Lachenauer Bruce Lachenauer's Salomon Brothers Experience 1986 - 1988
Job Partner at Spencer Stuart
Industry Staffing and Recruiting
Experience
Spencer Stuart 2002 - Present
Heidrick & Struggles 1995 - 2002
ARDIS 1991 - 1995
The Deerpath Group 1988 - 1991
Salomon Brothers 1986 - 1988
IBM 1981 - 1985
Education
Harvard Business School 1985 — 1987
1987, MBA
Northwestern University 1977 — 1981
BA, Economics
Spencer Stuart 2002 - Present
Heidrick & Struggles 1995 - 2002
ARDIS 1991 - 1995
The Deerpath Group 1988 - 1991
Salomon Brothers 1986 - 1988
IBM 1981 - 1985
Education
Harvard Business School 1985 — 1987
1987, MBA
Northwestern University 1977 — 1981
BA, Economics
Darlene Dunat Darlene Dunat's Salomon Brothers Experience 1991 - 1998
Job Vice President Board of Directors at Vieux Carre Condominium Association
Industry Arts and Crafts
Experience
Vieux Carre Condominium Association April 2008 - Present
Salomon Brothers 1991 - 1998
Education
Harper College 1971 — 1973
Business Management
Mother Theodore Guerin High School 1963 — 1967
Darlene Dunat
Vieux Carre Condominium Association April 2008 - Present
Salomon Brothers 1991 - 1998
Education
Harper College 1971 — 1973
Business Management
Mother Theodore Guerin High School 1963 — 1967
Darlene Dunat
Zev Grossman Zev Grossman's Salomon Brothers Experience 1991 - 1996
Job Helping Our Concerned Clients Plan for Retirement Success
Industry Financial Services
Experience
AXA Advisors LLC 2001 - Present
Deutsche Bank 1998 - 2000
Salomon Brothers 1991 - 1996
Amerada Hess 1986 - 1991
Pennzoil 1979 - 1986
Skills
Retirement Planning, Strategic Financial..., Investment Strategies, Wealth Management, Personal Finance, Life Insurance Services, Estate Planning...
Education
University of Houston 1982 — 1986
MBA, Finance
Duke University 1977 — 1979
MS, Geology
Stony Brook University 1972 — 1977
BS, Geology
Baldwin High School 1969 — 1972
Life
Hebrew Acadamy of Nassau County
AXA Advisors LLC 2001 - Present
Deutsche Bank 1998 - 2000
Salomon Brothers 1991 - 1996
Amerada Hess 1986 - 1991
Pennzoil 1979 - 1986
Skills
Retirement Planning, Strategic Financial..., Investment Strategies, Wealth Management, Personal Finance, Life Insurance Services, Estate Planning...
Education
University of Houston 1982 — 1986
MBA, Finance
Duke University 1977 — 1979
MS, Geology
Stony Brook University 1972 — 1977
BS, Geology
Baldwin High School 1969 — 1972
Life
Hebrew Acadamy of Nassau County
patricia jehle's Salomon Brothers Experience September 1980 - March 1988
Job Retired Bear Stearns. EZLife founder.
Industry Banking
Experience
E-Z-Life August 2009 - Present
Bear Stearns March 1991 - November 2007
Chemical Bank March 1988 - March 1991
Salomon Brothers September 1980 - March 1988
Skills
Capital Markets, Strategy, Finance, Hedge Funds
Education
Fordham University School of Law 1976 — 1980
LLB, Law
Skidmore College 1971 — 1975
B.S, Economics, Journalism
E-Z-Life August 2009 - Present
Bear Stearns March 1991 - November 2007
Chemical Bank March 1988 - March 1991
Salomon Brothers September 1980 - March 1988
Skills
Capital Markets, Strategy, Finance, Hedge Funds
Education
Fordham University School of Law 1976 — 1980
LLB, Law
Skidmore College 1971 — 1975
B.S, Economics, Journalism
antoinette bruno's Salomon Brothers Experience July 1985 - April 1989
Job CEO and EditorinChief at StarChefs.com
Industry Online Media
Experience
StarChefs.com July 1999 - Present
The Body Shop June 1992 - August 1993
CHINAVEST HONG KONG May 1991 - September 1991
CALLAUD NICE, FRANCE April 1990 - September 1990
Salomon Brothers July 1985 - April 1989
Skills
Food Photography, Journalism, Chefs, Food & Beverage, Food, Culinary, Restaurants, Food Service, Hospitality, Culinary Skills, Chef, Banquets, Cuisine, Recipes, Marketing Strategy, Marketing, Cooking, Menu Development, Event Management, Wine Tasting, Catering, Strategic Planning, Online Publishing, Networking, Hotels, Restaurant Management, Social Media Marketing, Social Media, Beer, Event Planning, Hospitality Management, Blogging, Magazines, Editorial, CEOs, Business Development, Public Relations, Getting to Yes, Fine Dining, Wine
Education
HARVARD GRADUATE SCHOOL OF BUSINESS ADMINISTRATIONBOSTON, MA 1990 — 1992
MBA
Harvard Business School 1990 — 1992
MBA
The Ritz Escoffier in Paris, France 1989 — 1990
Chef Program
THE LONDON SCHOOL OF ECONOMICSLONDON, ENGLAND 1983 — 1985
Msc Econ
THE AMERICAN UNIVERSITYWASHINGTON, DC 1980 — 1983
Bachelor of Arts
StarChefs.com July 1999 - Present
The Body Shop June 1992 - August 1993
CHINAVEST HONG KONG May 1991 - September 1991
CALLAUD NICE, FRANCE April 1990 - September 1990
Salomon Brothers July 1985 - April 1989
Skills
Food Photography, Journalism, Chefs, Food & Beverage, Food, Culinary, Restaurants, Food Service, Hospitality, Culinary Skills, Chef, Banquets, Cuisine, Recipes, Marketing Strategy, Marketing, Cooking, Menu Development, Event Management, Wine Tasting, Catering, Strategic Planning, Online Publishing, Networking, Hotels, Restaurant Management, Social Media Marketing, Social Media, Beer, Event Planning, Hospitality Management, Blogging, Magazines, Editorial, CEOs, Business Development, Public Relations, Getting to Yes, Fine Dining, Wine
Education
HARVARD GRADUATE SCHOOL OF BUSINESS ADMINISTRATIONBOSTON, MA 1990 — 1992
MBA
Harvard Business School 1990 — 1992
MBA
The Ritz Escoffier in Paris, France 1989 — 1990
Chef Program
THE LONDON SCHOOL OF ECONOMICSLONDON, ENGLAND 1983 — 1985
Msc Econ
THE AMERICAN UNIVERSITYWASHINGTON, DC 1980 — 1983
Bachelor of Arts
Kevin Plummer, MA, CBCP's Salomon Brothers Experience January 1985 - October 1987
Job Disaster Recovery and Contingency Planning for the Federal Reserve System
Industry Financial Services
Experience
Federal Reserve System August 2010 - Present
The Federal Reserve Bank of Richmond 2004 - August 2010
Capital One 1999 - 2004
MediaOne January 1997 - May 1999
Comcast Cable January 1995 - 1999
Virginia State Corporation Commission May 1992 - May 1995
Amelia County Sheriff's Office April 1991 - May 1992
PCI October 1987 - April 1991
Salomon Brothers January 1985 - October 1987
Skills
Business Continuity, Business Continuity..., Program Management, Risk Management, Process Improvement, Vendor Management, Project Management, ITIL, Disaster Recovery, Business Analysis, SDLC, IT Management, Team Leadership, Information Technology, PMP, Security, Telecommunications, Strategy, PMO, Enterprise Architecture, Visio, IT Strategy, SharePoint, Governance, Project Portfolio..., Bass Guitar
Education
Virginia Commonwealth University 2010 — 2012
MA, Homeland Security and Emergency Preparedness
Bluefield College 2002 — 2006
BS, Organizational Management and Development
The George Washington University - School of Business 2001 — 2002
Masters Certificate, Information Technology Project Management
Fairleigh Dickinson University 1978 — 1985
Business Management
Federal Reserve System August 2010 - Present
The Federal Reserve Bank of Richmond 2004 - August 2010
Capital One 1999 - 2004
MediaOne January 1997 - May 1999
Comcast Cable January 1995 - 1999
Virginia State Corporation Commission May 1992 - May 1995
Amelia County Sheriff's Office April 1991 - May 1992
PCI October 1987 - April 1991
Salomon Brothers January 1985 - October 1987
Skills
Business Continuity, Business Continuity..., Program Management, Risk Management, Process Improvement, Vendor Management, Project Management, ITIL, Disaster Recovery, Business Analysis, SDLC, IT Management, Team Leadership, Information Technology, PMP, Security, Telecommunications, Strategy, PMO, Enterprise Architecture, Visio, IT Strategy, SharePoint, Governance, Project Portfolio..., Bass Guitar
Education
Virginia Commonwealth University 2010 — 2012
MA, Homeland Security and Emergency Preparedness
Bluefield College 2002 — 2006
BS, Organizational Management and Development
The George Washington University - School of Business 2001 — 2002
Masters Certificate, Information Technology Project Management
Fairleigh Dickinson University 1978 — 1985
Business Management
Ken Barnes's Salomon Brothers Experience 1994 - 1996
Job
Industry Information Technology and Services
Experience
Options Technology October 2012 - Present
NYSE Euronext December 2010 - October 2012
NYSE Euronext March 2008 - December 2010
Wombat Financial Software Inc. October 2005 - February 2008
Salomon Brothers 1994 - 1996
Skills
Colocation, Connectivity, Marketing Strategy, Trading Systems, Electronic Trading, Partnerships, P&L Responsibility, Turnaround Experience, Strategic Planning, Cloud Computing, IaaS, PaaS, DevOps, Co-location, Management, Equity Trading, Strategic Partnerships, P&L Management, Low Latency, IT Strategy, Solution Selling, Portfolio Management, Enterprise Software, Market Data, Financial Markets, Capital Markets, Product Management, Options, Equities, Fixed Income, Vendor Management, Start-ups, Derivatives, Financial Services, FX Options, Perl Script, Private Equity, SaaS, Business Analysis, Trading
Education
University of Vermont
University of Vermont
New York University - Leonard N. Stern School of Business
MBA, Management
Ecole de Management
Business
Options Technology October 2012 - Present
NYSE Euronext December 2010 - October 2012
NYSE Euronext March 2008 - December 2010
Wombat Financial Software Inc. October 2005 - February 2008
Salomon Brothers 1994 - 1996
Skills
Colocation, Connectivity, Marketing Strategy, Trading Systems, Electronic Trading, Partnerships, P&L Responsibility, Turnaround Experience, Strategic Planning, Cloud Computing, IaaS, PaaS, DevOps, Co-location, Management, Equity Trading, Strategic Partnerships, P&L Management, Low Latency, IT Strategy, Solution Selling, Portfolio Management, Enterprise Software, Market Data, Financial Markets, Capital Markets, Product Management, Options, Equities, Fixed Income, Vendor Management, Start-ups, Derivatives, Financial Services, FX Options, Perl Script, Private Equity, SaaS, Business Analysis, Trading
Education
University of Vermont
University of Vermont
New York University - Leonard N. Stern School of Business
MBA, Management
Ecole de Management
Business
Ashwin Goyal's Salomon Brothers Experience December 1994 - February 1996
Job Group Vice President & General Manager, Financial Services
Industry Computer Software
Experience
Oracle January 2015 - Present
Oracle July 2011 - December 2014
Oracle January 2008 - June 2011
Oracle March 2006 - December 2007
Siebel Systems Inc. July 1999 - February 2006
Bear Stearns February 1996 - July 1997
Salomon Brothers December 1994 - February 1996
Education
Wharton, University of Pennsylvania 1997 — 1999
MBA, Marketing
Florida State University 1992 — 1994
MS, Computer Science
Oracle January 2015 - Present
Oracle July 2011 - December 2014
Oracle January 2008 - June 2011
Oracle March 2006 - December 2007
Siebel Systems Inc. July 1999 - February 2006
Bear Stearns February 1996 - July 1997
Salomon Brothers December 1994 - February 1996
Education
Wharton, University of Pennsylvania 1997 — 1999
MBA, Marketing
Florida State University 1992 — 1994
MS, Computer Science
Stephanie A. Strozak, SHRM-SCP, SPHR's Salomon Brothers Experience 1986 - 1993
Job Human Resources Generalist Fortune 500 | Small Business | NonProfit | Government Environments
Industry Human Resources
Experience
Gulstream Goodwill Industries, Inc June 2012 - Present
SHRM November 2011 - June 2012
Safe Space February 2010 - October 2010
Adjunct Professor, SPHR/PHR Certification at Pace University and Wagner College 2002 - 2009
The Fitzpatrick Hotel Group May 2007 - November 2008
ACLU 2005 - 2006
National Association of Drug Abuse Problems (NADAP) 2000 - 2004
John L. Montgomery Medical Home 1997 - 1997
Monmouth County Personnel Department 1993 - 1996
Salomon Brothers 1986 - 1993
Skills
System Administration, Project Planning, Human Resources, Team Building, Coaching, Program Management, Employee Engagement, Training, Sourcing, Personnel Management, Change Management, Management, Leadership, Leadership Development, Deferred Compensation, Employee Relations, Interviews, Performance Management, Recruiting, New Hire Orientations, Succession Planning, Employee Benefits, Organizational...
Education
Fairleigh Dickinson University 1998 — 2000
M.A., Industrial/Organizational Psychology
Georgian Court College 1994 — 1998
B.A., Psychology
Gulstream Goodwill Industries, Inc June 2012 - Present
SHRM November 2011 - June 2012
Safe Space February 2010 - October 2010
Adjunct Professor, SPHR/PHR Certification at Pace University and Wagner College 2002 - 2009
The Fitzpatrick Hotel Group May 2007 - November 2008
ACLU 2005 - 2006
National Association of Drug Abuse Problems (NADAP) 2000 - 2004
John L. Montgomery Medical Home 1997 - 1997
Monmouth County Personnel Department 1993 - 1996
Salomon Brothers 1986 - 1993
Skills
System Administration, Project Planning, Human Resources, Team Building, Coaching, Program Management, Employee Engagement, Training, Sourcing, Personnel Management, Change Management, Management, Leadership, Leadership Development, Deferred Compensation, Employee Relations, Interviews, Performance Management, Recruiting, New Hire Orientations, Succession Planning, Employee Benefits, Organizational...
Education
Fairleigh Dickinson University 1998 — 2000
M.A., Industrial/Organizational Psychology
Georgian Court College 1994 — 1998
B.A., Psychology
Tony Iasello's Salomon Brothers Experience 1990 - 1994
Job Executive Director at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase October 2007 - Present
Citigroup April 2006 - September 2007
JP Morgan July 1995 - April 2006
Technology Solutions 1994 - 1995
Salomon Brothers 1990 - 1994
Skills
Risk Management, Project and Program..., Equity and Fixed Income..., Foreign Exchange Trading, Derivative Products, Fixed Income, Equities, Investment Banking, Credit Derivatives, Credit Trading, Derivatives, Equity Derivatives, FX Options, FX trading, Market Data, Trading Systems
Education
Fordham Gabelli School of Business 1990 — 1993
MBA, Finance
All Hallows High School
Manhattan College
B.S. in Computer Information Systems
JPMorgan Chase October 2007 - Present
Citigroup April 2006 - September 2007
JP Morgan July 1995 - April 2006
Technology Solutions 1994 - 1995
Salomon Brothers 1990 - 1994
Skills
Risk Management, Project and Program..., Equity and Fixed Income..., Foreign Exchange Trading, Derivative Products, Fixed Income, Equities, Investment Banking, Credit Derivatives, Credit Trading, Derivatives, Equity Derivatives, FX Options, FX trading, Market Data, Trading Systems
Education
Fordham Gabelli School of Business 1990 — 1993
MBA, Finance
All Hallows High School
Manhattan College
B.S. in Computer Information Systems
Craig McKeon's Salomon Brothers Experience 1988 - 1995
Job Senior Director Head of North America
Industry Research
Experience
Business Connect China Inc January 2015 - Present
The Chase Firm May 2014 - December 2014
Littlebanc Advisors September 2013 - April 2014
Guidepoint Global May 2006 - August 2013
Weiss Ratings 2004 - 2006
Vista Research 2004 - 2005
Polyconomics 2001 - 2004
Smith Jacobs & Co 1995 - 2001
Salomon Brothers 1988 - 1995
Skills
Management, Mergers & Acquisitions, Start-ups, Investments, Leadership, Equities, Business Development, Competitive Analysis, Marketing, Venture Capital, Equity Research, Contract Negotiation, Strategy, Private Equity, Finance, Strategic Partnerships, Financial Services, Business Strategy, Valuation, Trading, New Business Development, Sales, Investment Banking, Executive Management, Telecommunications, Sales Process, Product Management, Market Research, Risk Management, Investment Strategies, Management Consulting, Business Planning
Education
Fordham University 1990 — 1993
MBA, International Finance
Pace University 1984 — 1988
BBA, Finance/Economics
Business Connect China Inc January 2015 - Present
The Chase Firm May 2014 - December 2014
Littlebanc Advisors September 2013 - April 2014
Guidepoint Global May 2006 - August 2013
Weiss Ratings 2004 - 2006
Vista Research 2004 - 2005
Polyconomics 2001 - 2004
Smith Jacobs & Co 1995 - 2001
Salomon Brothers 1988 - 1995
Skills
Management, Mergers & Acquisitions, Start-ups, Investments, Leadership, Equities, Business Development, Competitive Analysis, Marketing, Venture Capital, Equity Research, Contract Negotiation, Strategy, Private Equity, Finance, Strategic Partnerships, Financial Services, Business Strategy, Valuation, Trading, New Business Development, Sales, Investment Banking, Executive Management, Telecommunications, Sales Process, Product Management, Market Research, Risk Management, Investment Strategies, Management Consulting, Business Planning
Education
Fordham University 1990 — 1993
MBA, International Finance
Pace University 1984 — 1988
BBA, Finance/Economics
Igor Falaleyev's Salomon Brothers Experience 1995 - 1997
Job
Industry Oil & Energy
Experience
TNK BP 2004 - 2006
Raymond James 2000 - 2003
CSFB 1997 - 1999
Salomon Brothers 1995 - 1997
JPMorgan 1992 - 1993
Education
Stanford University Graduate School of Business 1993 — 1995
MBA
Georgetown University 1990 — 1992
BSFS, Phi Beta Kappa,, International Economics
Moscow Institute of International Relations (MGIMO) 1987 — 1990
transferred to Georgetown University
TNK BP 2004 - 2006
Raymond James 2000 - 2003
CSFB 1997 - 1999
Salomon Brothers 1995 - 1997
JPMorgan 1992 - 1993
Education
Stanford University Graduate School of Business 1993 — 1995
MBA
Georgetown University 1990 — 1992
BSFS, Phi Beta Kappa,, International Economics
Moscow Institute of International Relations (MGIMO) 1987 — 1990
transferred to Georgetown University
Frederick Ziegel's Salomon Brothers Experience 1982 - 1985
Job Vice President at Topeka Capital Markets, Inc
Industry Capital Markets
Experience
Topeka Capital Markets, Inc May 2011 - Present
Blue Water Capital Markets LLC March 2010 - January 2012
Mackinac Research LLC 2004 - 2009
Tucker Anthony 1999 - 2001
Punk Ziegel & Knoell 1990 - 1997
Needham & Company 1985 - 1990
Salomon Brothers 1982 - 1985
Buyside Firms 1972 - 1982
Skills
Investment Research, Financial Modeling, Equity Research, Series 7, Series 63, Securities, Valuation, Alternative Investments, Trading, Fixed Income, FINRA, Equity Valuation, Asset Managment
Education
Eastern Michigan University 1969 — 1971
Master of Business Administration (MBA), Accounting and Finance
Michigan State University 1965 — 1969
Bachelor of Science (BS), Labor Law/Economics
Topeka Capital Markets, Inc May 2011 - Present
Blue Water Capital Markets LLC March 2010 - January 2012
Mackinac Research LLC 2004 - 2009
Tucker Anthony 1999 - 2001
Punk Ziegel & Knoell 1990 - 1997
Needham & Company 1985 - 1990
Salomon Brothers 1982 - 1985
Buyside Firms 1972 - 1982
Skills
Investment Research, Financial Modeling, Equity Research, Series 7, Series 63, Securities, Valuation, Alternative Investments, Trading, Fixed Income, FINRA, Equity Valuation, Asset Managment
Education
Eastern Michigan University 1969 — 1971
Master of Business Administration (MBA), Accounting and Finance
Michigan State University 1965 — 1969
Bachelor of Science (BS), Labor Law/Economics
Jonathan Ende's Salomon Brothers Experience March 1995 - March 1995
Job President and Founder of Ende Capital. Inc., Founder and Organizer of TEDxWallStreet
Industry Financial Services
Experience
Ende Capital Inc 2005 - Present
TEDxWallStreet July 2011 - Present
Silver Leaf Partners 2012 - Present
BorrowersFirst, Inc. August 2012 - March 2014
Lehman Brothers April 2001 - February 2005
NetCentric Partners March 2000 - April 2001
Bear Stearns & Co. March 1998 - March 2000
Bankers Trust March 1995 - March 1998
Kidder Peabody / Paine Webber March 1995 - March 1995
Salomon Brothers March 1995 - March 1995
Skills
Hedge Funds, Investments, Alternative Investments, Equities, Venture Capital, Due Diligence, Portfolio Management, Asset Managment, Financial Modeling, Private Equity, Entrepreneurship, Capital Markets, Start-ups, Derivatives, Risk Management, Equity Derivatives
Education
Duke University
Bachelor of Arts (B.A.), Economics
Edgemont High
Ende Capital Inc 2005 - Present
TEDxWallStreet July 2011 - Present
Silver Leaf Partners 2012 - Present
BorrowersFirst, Inc. August 2012 - March 2014
Lehman Brothers April 2001 - February 2005
NetCentric Partners March 2000 - April 2001
Bear Stearns & Co. March 1998 - March 2000
Bankers Trust March 1995 - March 1998
Kidder Peabody / Paine Webber March 1995 - March 1995
Salomon Brothers March 1995 - March 1995
Skills
Hedge Funds, Investments, Alternative Investments, Equities, Venture Capital, Due Diligence, Portfolio Management, Asset Managment, Financial Modeling, Private Equity, Entrepreneurship, Capital Markets, Start-ups, Derivatives, Risk Management, Equity Derivatives
Education
Duke University
Bachelor of Arts (B.A.), Economics
Edgemont High
Daniel Donaldson's Salomon Brothers Experience December 1993 - May 1998
Job Director of Decision Support
Industry Hospital & Health Care
Experience
Baltimore Washington Medical Center August 2009 - Present
University of Virginia Health System May 2008 - June 2009
University of Virginia Health System August 2004 - May 2008
Quality Distribution April 2003 - July 2004
American Expresss Financial Advisors August 2002 - April 2003
Watkins Motor Lines June 1998 - August 2002
Salomon Brothers December 1993 - May 1998
Skills
Financial Analysis, Analysis, Budget, Strategic Planning, Budgets, Project Management, Financial Reporting, Forecasting, Process Improvement, Operations Management, Revenue Cycle, Data Analysis, Management, Healthcare, EMR, Healthcare Information..., Leadership, Team Building, Strategic Financial..., EHR, Hospitals, Healthcare Management, Healthcare Consulting, Managed Care, Informatics, Access, Physician Relations, Medicaid, Physicians, Financial Planning
Education
Florida Southern College 2000 — 2002
MBA, Business Administration
University of Michigan 1987 — 1991
BBA, Business Administration
Baltimore Washington Medical Center August 2009 - Present
University of Virginia Health System May 2008 - June 2009
University of Virginia Health System August 2004 - May 2008
Quality Distribution April 2003 - July 2004
American Expresss Financial Advisors August 2002 - April 2003
Watkins Motor Lines June 1998 - August 2002
Salomon Brothers December 1993 - May 1998
Skills
Financial Analysis, Analysis, Budget, Strategic Planning, Budgets, Project Management, Financial Reporting, Forecasting, Process Improvement, Operations Management, Revenue Cycle, Data Analysis, Management, Healthcare, EMR, Healthcare Information..., Leadership, Team Building, Strategic Financial..., EHR, Hospitals, Healthcare Management, Healthcare Consulting, Managed Care, Informatics, Access, Physician Relations, Medicaid, Physicians, Financial Planning
Education
Florida Southern College 2000 — 2002
MBA, Business Administration
University of Michigan 1987 — 1991
BBA, Business Administration
Jason Stanson's Salomon Brothers Experience 1996 - 1998
Job Managing Partner, GreenWater Holdings
Industry Sporting Goods
Experience
GreenWater Holdings, LLC January 2009 - Present
C4 Waterman, Inc. January 2013 - January 2014
Blossom Street Capital Advisors, LLC November 2006 - December 2008
MTS Health Partners, LP 2000 - 2004
Industrial Growth Partners 1998 - 2000
Salomon Brothers 1996 - 1998
Citicorp 1995 - 1996
Skills
Private Equity, Investments, Investment Banking, Mergers, Due Diligence, Corporate Development, Corporate Finance, Financial Modeling, Valuation, Financial Analysis, Licensing, Social Media, Venture Capital, Entrepreneurship, Franchising, Strategy, Emerging Markets, Incubation, LBO, Consumer Goods, M&A experience, Sustainability, Analytics, Start-ups, Strategic Consulting, Executive Management, Mergers & Acquisitions
Education
Duke University 1991 — 1995
Bachelor of Arts (BA), Philosophy / Marketing & Management
Cherry Creek High School 1988 — 1991
GreenWater Holdings, LLC January 2009 - Present
C4 Waterman, Inc. January 2013 - January 2014
Blossom Street Capital Advisors, LLC November 2006 - December 2008
MTS Health Partners, LP 2000 - 2004
Industrial Growth Partners 1998 - 2000
Salomon Brothers 1996 - 1998
Citicorp 1995 - 1996
Skills
Private Equity, Investments, Investment Banking, Mergers, Due Diligence, Corporate Development, Corporate Finance, Financial Modeling, Valuation, Financial Analysis, Licensing, Social Media, Venture Capital, Entrepreneurship, Franchising, Strategy, Emerging Markets, Incubation, LBO, Consumer Goods, M&A experience, Sustainability, Analytics, Start-ups, Strategic Consulting, Executive Management, Mergers & Acquisitions
Education
Duke University 1991 — 1995
Bachelor of Arts (BA), Philosophy / Marketing & Management
Cherry Creek High School 1988 — 1991
Rich Lin's Salomon Brothers Experience 1994 - 1997
Job CFO at Yellowhammer Media
Industry Financial Services
Experience
Yellowhammer Media May 2013 - Present
Wedbush Securities May 2011 - May 2012
Coral Reef Capital June 2010 - May 2011
Venture Capital Consulting June 2008 - December 2009
Banc of America Securities May 2005 - January 2008
Deutsche Bank Securities April 2001 - April 2005
Red Cube Inc. February 2000 - February 2001
Lazard Freres & Co. August 1999 - February 2000
Salomon Brothers 1994 - 1997
Skills
Investment Banking, Valuation, Venture Capital, Investments, Private Equity, Mergers & Acquisitions, Analysis, Telecommunications, Due Diligence, Corporate Development
Education
Stanford University Graduate School of Business 1997 — 1999
MBA
Duke University 1990 — 1994
AB, History and Economics
The Lawrenceville School 1986 — 1990
Yellowhammer Media May 2013 - Present
Wedbush Securities May 2011 - May 2012
Coral Reef Capital June 2010 - May 2011
Venture Capital Consulting June 2008 - December 2009
Banc of America Securities May 2005 - January 2008
Deutsche Bank Securities April 2001 - April 2005
Red Cube Inc. February 2000 - February 2001
Lazard Freres & Co. August 1999 - February 2000
Salomon Brothers 1994 - 1997
Skills
Investment Banking, Valuation, Venture Capital, Investments, Private Equity, Mergers & Acquisitions, Analysis, Telecommunications, Due Diligence, Corporate Development
Education
Stanford University Graduate School of Business 1997 — 1999
MBA
Duke University 1990 — 1994
AB, History and Economics
The Lawrenceville School 1986 — 1990
Betty Jane Lewis's Salomon Brothers Experience 1993 - 1998
Job SVP Chief Internal Auditor at USAmeriBank
Industry Banking
Experience
USAmeriBank August 2014 - Present
Laru Technologies October 2013 - July 2014
Independent Bankers Bank January 2009 - September 2013
Accume Partners May 2003 - December 2008
Citigroup 2000 - 2003
Ernst & Young July 1998 - July 1999
Salomon Brothers 1993 - 1998
Skills
Auditing, Enterprise Risk..., Internal Audit, Internal Controls, Operational Risk..., Financial Risk, Banking, Risk Management, AML, Financial Institutions, OFAC, Bank Secrecy Act, CPA, SEC filings, Sarbanes-Oxley Act, Cash Management, IT Audit
Education
Florida State University 1988 — 1992
BS, Accounting and Finance
USAmeriBank August 2014 - Present
Laru Technologies October 2013 - July 2014
Independent Bankers Bank January 2009 - September 2013
Accume Partners May 2003 - December 2008
Citigroup 2000 - 2003
Ernst & Young July 1998 - July 1999
Salomon Brothers 1993 - 1998
Skills
Auditing, Enterprise Risk..., Internal Audit, Internal Controls, Operational Risk..., Financial Risk, Banking, Risk Management, AML, Financial Institutions, OFAC, Bank Secrecy Act, CPA, SEC filings, Sarbanes-Oxley Act, Cash Management, IT Audit
Education
Florida State University 1988 — 1992
BS, Accounting and Finance
Gabriella DiBlasi's Salomon Brothers Experience December 1989 - March 1994
Job Director of Finance and Management Services at Monroe Public Schools
Industry Education Management
Experience
Monroe Public Schools September 2010 - Present
DiBlasi Associates April 2007 - August 2010
Bear Stearns August 2003 - April 2007
Credit Suisse First Boston March 1997 - March 2003
UBS August 1995 - March 1997
goldman sachs March 1994 - August 1995
Salomon Brothers December 1989 - March 1994
Education
Fordham Gabelli School of Business 1997 — 2000
MBA, Finance
Lehigh University - College of Business and Economics 1985 — 1989
BS, Economics
Monroe Public Schools September 2010 - Present
DiBlasi Associates April 2007 - August 2010
Bear Stearns August 2003 - April 2007
Credit Suisse First Boston March 1997 - March 2003
UBS August 1995 - March 1997
goldman sachs March 1994 - August 1995
Salomon Brothers December 1989 - March 1994
Education
Fordham Gabelli School of Business 1997 — 2000
MBA, Finance
Lehigh University - College of Business and Economics 1985 — 1989
BS, Economics
Ray Cushmore's Salomon Brothers Experience 1987 - 1997
Job Chief Operating Officer and VP Finance and Administration
Industry Nonprofit Organization Management
Experience
Bideawee June 2010 - Present
Bideawee, Inc June 2005 - June 2010
Cablevision 2002 - 2004
MetLife 1998 - 2002
Salomon Brothers 1987 - 1997
Salomon Brothers 1987 - 1997
Salomon Brothers 1987 - 1997
Skills
Strategic Planning, Budgets, Program Management, Public Speaking, Microsoft Office, Project Management, Team Leadership, Nonprofits, Philanthropy, Operations Management
Education
New York University - Leonard N. Stern School of Business 1984 — 1991
MBA, Finance
Hamilton College 1980 — 1984
BA, English
Bideawee June 2010 - Present
Bideawee, Inc June 2005 - June 2010
Cablevision 2002 - 2004
MetLife 1998 - 2002
Salomon Brothers 1987 - 1997
Salomon Brothers 1987 - 1997
Salomon Brothers 1987 - 1997
Skills
Strategic Planning, Budgets, Program Management, Public Speaking, Microsoft Office, Project Management, Team Leadership, Nonprofits, Philanthropy, Operations Management
Education
New York University - Leonard N. Stern School of Business 1984 — 1991
MBA, Finance
Hamilton College 1980 — 1984
BA, English
Nathaniel Furman's Salomon Brothers Experience 1996 - 1999
Job Principal at Oak Hill Advisors, L.P.
Industry Investment Management
Experience
Oak Hill Advisors, L.P. January 2014 - Present
Strategic Value Partners April 2013 - December 2013
Southpaw Asset Management August 2011 - March 2013
Scottwood Capital Management April 2009 - August 2011
Strategic Value Partners September 2007 - April 2009
Airlie Group April 2005 - September 2007
CRT Capital 2001 - 2005
Salomon Brothers 1996 - 1999
Citicorp 1995 - 1996
Skills
Valuation, Investments, Asset Management, Asset Managment, Investment Banking, Hedge Funds, Leveraged Finance, Fixed Income, Alternative Investments, Capital Markets, Real Estate, Portfolio Management, Financial Modeling, Series 7, Due Diligence, Financial Analysis, Bonds, Credit
Education
Harvard Business School 1999 — 2001
MBA
Hamilton College 1991 — 1995
B.A., Government
Phillips Academy 1988 — 1991
Oak Hill Advisors, L.P. January 2014 - Present
Strategic Value Partners April 2013 - December 2013
Southpaw Asset Management August 2011 - March 2013
Scottwood Capital Management April 2009 - August 2011
Strategic Value Partners September 2007 - April 2009
Airlie Group April 2005 - September 2007
CRT Capital 2001 - 2005
Salomon Brothers 1996 - 1999
Citicorp 1995 - 1996
Skills
Valuation, Investments, Asset Management, Asset Managment, Investment Banking, Hedge Funds, Leveraged Finance, Fixed Income, Alternative Investments, Capital Markets, Real Estate, Portfolio Management, Financial Modeling, Series 7, Due Diligence, Financial Analysis, Bonds, Credit
Education
Harvard Business School 1999 — 2001
MBA
Hamilton College 1991 — 1995
B.A., Government
Phillips Academy 1988 — 1991
Stefanie Centi's Salomon Brothers Experience 1993 - 1998
Job Independent Computer Software Professional
Industry Computer Software
Experience
Telcordia 1998 - 2000
Telcordia Technologies 1998 - 2000
Salomon Brothers 1993 - 1998
AT&T 1991 - 1993
General Logistics Int'l (GLI) 1989 - 1991
General Logistics internaltional 1989 - 1991
Skills
Software Engineering, Software Development, XML, Unix, SDLC
Education
Fairleigh Dickinson University 1991 — 1993
Master's degree, Computer Science
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
Bachelor of Arts (B.A.), Computer Science
Telcordia 1998 - 2000
Telcordia Technologies 1998 - 2000
Salomon Brothers 1993 - 1998
AT&T 1991 - 1993
General Logistics Int'l (GLI) 1989 - 1991
General Logistics internaltional 1989 - 1991
Skills
Software Engineering, Software Development, XML, Unix, SDLC
Education
Fairleigh Dickinson University 1991 — 1993
Master's degree, Computer Science
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
Bachelor of Arts (B.A.), Computer Science
scott dorf's Salomon Brothers Experience 1984 - 1989
Job Managing Director at RBS
Industry Investment Banking
Experience
RBS Managing DirectorRBS Greenwich Capital1989 - 2007
salomon brothers 1984 - 1989
Education
Duke University 1980 — 1984
RBS Managing DirectorRBS Greenwich Capital1989 - 2007
salomon brothers 1984 - 1989
Education
Duke University 1980 — 1984
Nilay Parikh's Salomon Brothers Experience 1994 - 2001
Job US RRI Program Delivery Manager, SVP at Citigroup Inc.
Industry Financial Services
Experience
Citigroup Inc. March 2015 - Present
Citi June 2014 - March 2015
Citi April 2010 - June 2014
Citi Group April 2006 - 2010
Salomon Smith Barney, Inc. 2001 - 2006
Salomon Brothers 1994 - 2001
Skills
Vendor Management, Program Management, PMP, Risk Management, Budgeting, Resource Management, SDLC, Project Portfolio..., Business Analysis, Agile Methodologies, Project Management, Integration, Process Improvement, MS Project, Microsoft Project, Software Project...
Education
Fairleigh Dickinson University-Metropolitan Campus 1993 — 1998
MBA, Finance, General
Fairleigh Dickinson University-Metropolitan Campus 1991 — 1993
MSEE - Electrical Engineering, Computer Software Engineering
Gujarat University 1987 — 1991
BSEE - BS in Electrical Engineering, Instrumentation and Control
St. Xavier's, Amdavad, India
Electrical and Electronics Engineering
Citigroup Inc. March 2015 - Present
Citi June 2014 - March 2015
Citi April 2010 - June 2014
Citi Group April 2006 - 2010
Salomon Smith Barney, Inc. 2001 - 2006
Salomon Brothers 1994 - 2001
Skills
Vendor Management, Program Management, PMP, Risk Management, Budgeting, Resource Management, SDLC, Project Portfolio..., Business Analysis, Agile Methodologies, Project Management, Integration, Process Improvement, MS Project, Microsoft Project, Software Project...
Education
Fairleigh Dickinson University-Metropolitan Campus 1993 — 1998
MBA, Finance, General
Fairleigh Dickinson University-Metropolitan Campus 1991 — 1993
MSEE - Electrical Engineering, Computer Software Engineering
Gujarat University 1987 — 1991
BSEE - BS in Electrical Engineering, Instrumentation and Control
St. Xavier's, Amdavad, India
Electrical and Electronics Engineering
Michelle Johnson-Lewis's Salomon Brothers Experience February 1986 - August 1990
Job Experienced Senior Corporate Attorney
Industry Pharmaceuticals
Experience
Celgene January 2010 - Present
Pfizer June 1997 - June 2009
Dewey & LeBoeuf LLP September 1993 - May 1997
Salomon Brothers February 1986 - August 1990
Education
Fordham University School of Law
Juris Doctorate, Law, Law
New York University - Leonard N. Stern School of Business
B.S., Accounting, Accounting
Celgene January 2010 - Present
Pfizer June 1997 - June 2009
Dewey & LeBoeuf LLP September 1993 - May 1997
Salomon Brothers February 1986 - August 1990
Education
Fordham University School of Law
Juris Doctorate, Law, Law
New York University - Leonard N. Stern School of Business
B.S., Accounting, Accounting
Dale George's Salomon Brothers Experience 1995 - 1995
Job Finance and Accounting at Spok, Inc
Industry Computer Software
Experience
Spok 2008 - Present
Spok January 2003 - January 2008
Spok January 2001 - January 2003
Spok October 1999 - January 2001
Accenture February 1997 - October 1999
Salomon Brothers 1995 - 1995
Skills
Accounting, Business Process..., Corporate Finance, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, Integration, Microsoft Office, Process Improvement, Internal Controls, Sarbanes-Oxley Act, Strategic Planning, Telecommunications, Wireless
Education
Georgetown University - The McDonough School of Business 1992 — 1996
BSBA, Finance, Management
Spok 2008 - Present
Spok January 2003 - January 2008
Spok January 2001 - January 2003
Spok October 1999 - January 2001
Accenture February 1997 - October 1999
Salomon Brothers 1995 - 1995
Skills
Accounting, Business Process..., Corporate Finance, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, Integration, Microsoft Office, Process Improvement, Internal Controls, Sarbanes-Oxley Act, Strategic Planning, Telecommunications, Wireless
Education
Georgetown University - The McDonough School of Business 1992 — 1996
BSBA, Finance, Management
Jack Ferre's Salomon Brothers Experience October 1996 - June 1998
Job Executive Director for Technology and Operations FP&A at NPD Group
Industry Market Research
Experience
The NPD Group July 2015 - Present
Citadel Investment Group February 2008 - June 2014
Deutsche Bank June 1998 - February 2008
Salomon Brothers October 1996 - June 1998
Pernod Ricard - Austin, Nichols & Co., Inc. 1988 - 1996
Coca Cola Bottling Company of New York October 1981 - October 1988
Coca-Cola Enterprises 1981 - 1988
Coopers & Lybrand 1978 - 1981
Skills
Investment Banking, Fixed Income, Financial Modeling, Equities, Finance, Financial Services, Financial Analysis, Risk Management, Capital Markets, Asset Management, Hedge Funds, Financial Markets, Financial Reporting, Management, Analysis, Forecasting, Accounting, Financial Planning, Budgeting, Budget Process, Personnel Management, Mentoring, Business Transformation, Capital Budgeting
Education
Fordham University 1974 — 1978
Bachelor's degree, Accounting
Xavier High School
The NPD Group July 2015 - Present
Citadel Investment Group February 2008 - June 2014
Deutsche Bank June 1998 - February 2008
Salomon Brothers October 1996 - June 1998
Pernod Ricard - Austin, Nichols & Co., Inc. 1988 - 1996
Coca Cola Bottling Company of New York October 1981 - October 1988
Coca-Cola Enterprises 1981 - 1988
Coopers & Lybrand 1978 - 1981
Skills
Investment Banking, Fixed Income, Financial Modeling, Equities, Finance, Financial Services, Financial Analysis, Risk Management, Capital Markets, Asset Management, Hedge Funds, Financial Markets, Financial Reporting, Management, Analysis, Forecasting, Accounting, Financial Planning, Budgeting, Budget Process, Personnel Management, Mentoring, Business Transformation, Capital Budgeting
Education
Fordham University 1974 — 1978
Bachelor's degree, Accounting
Xavier High School
Ronald Tadross, CFA's Salomon Brothers Experience 1997 - 1998
Job Chief Financial Officer at Spark451
Industry Marketing and Advertising
Experience
Spark451 January 2012 - Present
Balance Capital Advisors September 2008 - January 2015
Pardus Capital August 2007 - July 2008
Bank of America October 2000 - August 2007
Credit Suisse 1999 - 2000
Salomon Brothers 1997 - 1998
Prudential Equity Group 1993 - 1997
Skills
Marketing, Finance, Financial Modeling, Strategy, Banking, Portfolio Management, Valuation, Hedge Funds, Capital Markets, Equities, Investment Banking, Financial Analysis
Education
Fairfield University 1989 — 1993
Bachelor of Science, Finance & International Business
Chaminade High School 1985 — 1989
Spark451 January 2012 - Present
Balance Capital Advisors September 2008 - January 2015
Pardus Capital August 2007 - July 2008
Bank of America October 2000 - August 2007
Credit Suisse 1999 - 2000
Salomon Brothers 1997 - 1998
Prudential Equity Group 1993 - 1997
Skills
Marketing, Finance, Financial Modeling, Strategy, Banking, Portfolio Management, Valuation, Hedge Funds, Capital Markets, Equities, Investment Banking, Financial Analysis
Education
Fairfield University 1989 — 1993
Bachelor of Science, Finance & International Business
Chaminade High School 1985 — 1989
sandra konop-legieza's Salomon Brothers Experience 1993 - 1997
Job Director at Nomura Securities International, Inc.
Industry Financial Services
Experience
Nomura Securities International, Inc. Vice President, Compliance DepartmentCredit Suisse First BostonJanuary 1997 - August 2001
Salomon Brothers 1993 - 1997
Education
Fordham Gabelli School of Business 1992 — 1995
Nomura Securities International, Inc. Vice President, Compliance DepartmentCredit Suisse First BostonJanuary 1997 - August 2001
Salomon Brothers 1993 - 1997
Education
Fordham Gabelli School of Business 1992 — 1995
James Finnerty's Salomon Brothers Experience 1997 - 1999
Job Director High Yield Research at Citi
Industry Research
Experience
Citi Director
Citigroup 1999 - 2004
Salomon Brothers 1997 - 1999
Salomon Brothers 1994 - 1996
Skills
Portfolio Management, Investment Banking, Bloomberg, Financial Modeling, Capital Markets, Hedge Funds, Equities, Derivatives, Fixed Income, Bonds, Loans, Credit, Investments, Valuation, Credit Analysis, CDS, Asset Management, Securities, Asset Allocation, Chemical Industry, Homebuilders, High Yield, Emerging Markets, Securitization, Banking, Series 7, Structured Finance
Education
Fordham University - Graduate School of Business Administration 2002 — 2007
MBA, Finance
Fordham University 1989 — 1993
Bachelor's degree, Economics
fordham preparatory school 1986 — 1989
Citi Director
Citigroup 1999 - 2004
Salomon Brothers 1997 - 1999
Salomon Brothers 1994 - 1996
Skills
Portfolio Management, Investment Banking, Bloomberg, Financial Modeling, Capital Markets, Hedge Funds, Equities, Derivatives, Fixed Income, Bonds, Loans, Credit, Investments, Valuation, Credit Analysis, CDS, Asset Management, Securities, Asset Allocation, Chemical Industry, Homebuilders, High Yield, Emerging Markets, Securitization, Banking, Series 7, Structured Finance
Education
Fordham University - Graduate School of Business Administration 2002 — 2007
MBA, Finance
Fordham University 1989 — 1993
Bachelor's degree, Economics
fordham preparatory school 1986 — 1989
Leighton Strader's Salomon Brothers Experience 1972 - 1988
Job Owner, Virginia Ventures, LLC
Industry Financial Services
Experience
Virginia Ventures, LLC April 2001 - Present
Novus 2006 - 2013
Salomon Brothers 1972 - 1988
Skills
Hedge Funds, Alternative Investments, Investments, Asset Management, Private Equity, Investment Management, Due Diligence, Equities
Education
Hampden-Sydney College 1967 — 1970
Virginia Ventures, LLC April 2001 - Present
Novus 2006 - 2013
Salomon Brothers 1972 - 1988
Skills
Hedge Funds, Alternative Investments, Investments, Asset Management, Private Equity, Investment Management, Due Diligence, Equities
Education
Hampden-Sydney College 1967 — 1970
Giles Nugent's Salomon Brothers Experience June 1989 - March 1994
Job Executive Vice President, Head of Front Office Technology at PIMCO
Industry Investment Banking
Experience
PIMCO July 2011 - Present
Eamonn and Ian llc March 2009 - Present
Cerberus Capital Management March 2009 - November 2009
Bank of America August 2002 - February 2009
Goldman Sachs 1994 - 2002
Salomon Brothers June 1989 - March 1994
Skills
Portfolio Management, Investment Banking, Risk Management, Capital Markets, Trading, Specifications
Education
Duke University - The Fuqua School of Business 1987 — 1989
MBA, Finance
University of North Carolina at Chapel Hill 1980 — 1984
BS, Mathematical Sciences
Cardinal Gibbons High School 1977 — 1980
PIMCO July 2011 - Present
Eamonn and Ian llc March 2009 - Present
Cerberus Capital Management March 2009 - November 2009
Bank of America August 2002 - February 2009
Goldman Sachs 1994 - 2002
Salomon Brothers June 1989 - March 1994
Skills
Portfolio Management, Investment Banking, Risk Management, Capital Markets, Trading, Specifications
Education
Duke University - The Fuqua School of Business 1987 — 1989
MBA, Finance
University of North Carolina at Chapel Hill 1980 — 1984
BS, Mathematical Sciences
Cardinal Gibbons High School 1977 — 1980
Peter Vermylen's Salomon Brothers Experience July 1986 - November 1997
Job Partner and CFO, Yellowfin Capital Management LLC
Industry Investment Banking
Experience
Yellowfin Capital Management LLC June 2006 - September 2012
Salomon Smith Barney November 1997 - April 2001
Salomon Brothers July 1986 - November 1997
The Chase Manhattan Bank September 1972 - June 1986
Skills
Venture Capital, Investment Banking, Capital Markets, Corporate Finance, Mergers, Corporate Development, Private Equity
Education
Georgetown University 1967 — 1971
B.A., English
Yellowfin Capital Management LLC June 2006 - September 2012
Salomon Smith Barney November 1997 - April 2001
Salomon Brothers July 1986 - November 1997
The Chase Manhattan Bank September 1972 - June 1986
Skills
Venture Capital, Investment Banking, Capital Markets, Corporate Finance, Mergers, Corporate Development, Private Equity
Education
Georgetown University 1967 — 1971
B.A., English
Ali Ferrell's Salomon Brothers Experience June 1987 - December 1991
Job Director at Quality Industries
Industry Financial Services
Experience
Quality Industries 1991 - Present
Salomon Brothers June 1987 - December 1991
Education
Georgetown University 1983 — 1987
Quality Industries 1991 - Present
Salomon Brothers June 1987 - December 1991
Education
Georgetown University 1983 — 1987
Robert Winograd, PMP, CPA's Salomon Brothers Experience 1989 - 1998
Job Project Manager/Business Analyst/Operations Management/Consulting
Industry Financial Services
Experience
Citibank 2012 - 2012
Broadridge Financial Solutions - Ascendis 2010 - 2011
Deutsche Bank 2009 - 2010
KPMG Advisory November 2008 - August 2009
BROADRIDGE FINANCIAL SOLUTIONS, INC July 2003 - June 2008
DEUTSCHE BANK SECURITIES, INC. 2005 - 2006
CANTOR FITZGERALD 2002 - 2003
JP MORGAN CHASE 2001 - 2002
INSTINET CORPORATION 1999 - 2001
SALOMON BROTHERS 1989 - 1998
Skills
Risk Management, Capital Markets, Fixed Income, Financial Services, Financial Analysis, Hedge Funds, Financial Modeling, Business Analysis, Valuation, Equities, User Acceptance Testing, Banking, Derivatives
Education
Fairleigh Dickinson University
Bachelor of Science (BS) Magna cum Laude, Accounting
Citibank 2012 - 2012
Broadridge Financial Solutions - Ascendis 2010 - 2011
Deutsche Bank 2009 - 2010
KPMG Advisory November 2008 - August 2009
BROADRIDGE FINANCIAL SOLUTIONS, INC July 2003 - June 2008
DEUTSCHE BANK SECURITIES, INC. 2005 - 2006
CANTOR FITZGERALD 2002 - 2003
JP MORGAN CHASE 2001 - 2002
INSTINET CORPORATION 1999 - 2001
SALOMON BROTHERS 1989 - 1998
Skills
Risk Management, Capital Markets, Fixed Income, Financial Services, Financial Analysis, Hedge Funds, Financial Modeling, Business Analysis, Valuation, Equities, User Acceptance Testing, Banking, Derivatives
Education
Fairleigh Dickinson University
Bachelor of Science (BS) Magna cum Laude, Accounting
Alan Abramson's Salomon Brothers Experience January 1985 - January 1986
Job Former Fellow Duke University
Industry Financial Services
Experience
g-bit - green business informatics tool June 2015 - Present
CRT Capital Group May 2011 - October 2013
Nicholas Institute for Environmental Policy solutions June 2009 - May 2011
RBS Greenwich Capital Markets September 1987 - April 2008
Bear Stearns January 1986 - August 1987
Salomon Brothers January 1985 - January 1986
Bankers Trust 1980 - 1985
Skills
Bonds, Financial Markets, Sustainability, Environmental, Capital Markets, Environmental Awareness, Environmental Policy, Equities, Finance, Financial Services, Fixed Income, Environmental Issues, Derivatives, Hedge Funds, Management, Securities, Series 7, Trading, Investment Banking
Education
Duke University 2007 — 2009
DEL-MEM, Environmental Management
Duke University 1976 — 1980
Bachelor's degree, Political Science
g-bit - green business informatics tool June 2015 - Present
CRT Capital Group May 2011 - October 2013
Nicholas Institute for Environmental Policy solutions June 2009 - May 2011
RBS Greenwich Capital Markets September 1987 - April 2008
Bear Stearns January 1986 - August 1987
Salomon Brothers January 1985 - January 1986
Bankers Trust 1980 - 1985
Skills
Bonds, Financial Markets, Sustainability, Environmental, Capital Markets, Environmental Awareness, Environmental Policy, Equities, Finance, Financial Services, Fixed Income, Environmental Issues, Derivatives, Hedge Funds, Management, Securities, Series 7, Trading, Investment Banking
Education
Duke University 2007 — 2009
DEL-MEM, Environmental Management
Duke University 1976 — 1980
Bachelor's degree, Political Science
Deirdre Joseph's Salomon Brothers Experience February 1997 - December 1998
Job Accountant II Homeland Security Grants at City of Tampa Police Department
Industry Government Administration
Experience
City of Tampa Police Department OwnerA Home of Our Own, Assisted Living FacilityJanuary 2000 - December 2006
Salomon Brothers February 1997 - December 1998
Bankers Trust Company (now Deutsche Bank) February 1991 - January 1997
Education
Florida Agricultural and Mechanical University 1985 — 1990
MBA, BS, Accounty
City of Tampa Police Department OwnerA Home of Our Own, Assisted Living FacilityJanuary 2000 - December 2006
Salomon Brothers February 1997 - December 1998
Bankers Trust Company (now Deutsche Bank) February 1991 - January 1997
Education
Florida Agricultural and Mechanical University 1985 — 1990
MBA, BS, Accounty
Philip Jacob's Salomon Brothers Experience May 1998 - August 1999
Job Risk Modeling Research at Axioma Inc.
Industry Financial Services
Experience
Axioma Inc. March 2011 - Present
RiskMetrics Group March 2000 - Present
Salomon Brothers May 1998 - August 1999
University of Manchester September 1994 - May 1999
Logica UK 1993 - 1994
Skills
Quantitative Finance, Market Risk, Monte Carlo Simulation, Quantitative Analytics, Hedge Funds, Derivatives, Fixed Income, Risk Management, Credit Derivatives, Financial Engineering, Equities, Stress Testing, Financial Risk, Financial Modeling, Trading Systems, Financial Markets, Options, Bloomberg, Asset Management
Education
The University of Manchester 1994 — 1998
Eng.D., Dept. Mechanical and Nuclear Engineering
Ecole supérieure d'Ingénieurs en Electrotechnique et Electronique 1993 — 1993
Master of Science (MSc), Telecommunications
University of Essex 1992 — 1993
MSc, Telecommunications
University of York 1989 — 1992
BSc, Computer Science
Axioma Inc. March 2011 - Present
RiskMetrics Group March 2000 - Present
Salomon Brothers May 1998 - August 1999
University of Manchester September 1994 - May 1999
Logica UK 1993 - 1994
Skills
Quantitative Finance, Market Risk, Monte Carlo Simulation, Quantitative Analytics, Hedge Funds, Derivatives, Fixed Income, Risk Management, Credit Derivatives, Financial Engineering, Equities, Stress Testing, Financial Risk, Financial Modeling, Trading Systems, Financial Markets, Options, Bloomberg, Asset Management
Education
The University of Manchester 1994 — 1998
Eng.D., Dept. Mechanical and Nuclear Engineering
Ecole supérieure d'Ingénieurs en Electrotechnique et Electronique 1993 — 1993
Master of Science (MSc), Telecommunications
University of Essex 1992 — 1993
MSc, Telecommunications
University of York 1989 — 1992
BSc, Computer Science
Tricia Abbiatici's Salomon Brothers Experience June 1985 - November 1989
Job Business Development, Product Management, Client Management and Sales
Industry Financial Services
Experience
E2W Inc March 2012 - Present
Credit Agricole Securities (USA) Inc July 2008 - January 2012
MF Global Inc, New York, NY October 2007 - May 2008
BNY Mellon October 2005 - May 2008
Edward Jones June 2002 - March 2005
JPMorgan Chase January 1992 - October 1998
Yasuda Bank & Trust CO (USA) Inc November 1989 - January 1992
Salomon Brothers June 1985 - November 1989
Skills
Securities Lending, Equities, Series 7, ETFs, Securities, Trading, Mutual Funds, Fixed Income, Finance, Credit, Financial Risk, Loans, Derivatives, Financial Markets, Capital Markets
Education
Fairfield University
BA, Economics
E2W Inc March 2012 - Present
Credit Agricole Securities (USA) Inc July 2008 - January 2012
MF Global Inc, New York, NY October 2007 - May 2008
BNY Mellon October 2005 - May 2008
Edward Jones June 2002 - March 2005
JPMorgan Chase January 1992 - October 1998
Yasuda Bank & Trust CO (USA) Inc November 1989 - January 1992
Salomon Brothers June 1985 - November 1989
Skills
Securities Lending, Equities, Series 7, ETFs, Securities, Trading, Mutual Funds, Fixed Income, Finance, Credit, Financial Risk, Loans, Derivatives, Financial Markets, Capital Markets
Education
Fairfield University
BA, Economics
Edward (Ted) Henderson's Salomon Brothers Experience 1986 - 1990
Job Managing Director at U.S. Trust
Industry Investment Management
Experience
U.S. Trust November 2014 - Present
Northern Trust July 2006 - October 2014
Robbins and Henderson January 1997 - June 2006
Hambrecht & Quist 1994 - June 1996
Merrill Lynch 1990 - 1994
Salomon Brothers 1986 - 1990
Skills
Wealth Management, Alternative Investments, Hedge Funds, Fixed Income, Asset Managment, Series 7, Equities, Investments, Asset Management, Asset Allocation, Options, FINRA, Wealth Management..., Mutual Funds, Securities, Wealth, Series 63, Strategic Financial..., Trading, Portfolio Management, Estate Planning, Capital Markets, Private Equity, Equity Research, Strategy, Financial Services, Investment Banking, High Net Worth..., Investment Management, Investment Strategies, Investment Advisory, Finance, Financial Advisory, Valuation
Education
Georgetown University 1980 — 1984
BA
The Lawrenceville School 1977 — 1980
U.S. Trust November 2014 - Present
Northern Trust July 2006 - October 2014
Robbins and Henderson January 1997 - June 2006
Hambrecht & Quist 1994 - June 1996
Merrill Lynch 1990 - 1994
Salomon Brothers 1986 - 1990
Skills
Wealth Management, Alternative Investments, Hedge Funds, Fixed Income, Asset Managment, Series 7, Equities, Investments, Asset Management, Asset Allocation, Options, FINRA, Wealth Management..., Mutual Funds, Securities, Wealth, Series 63, Strategic Financial..., Trading, Portfolio Management, Estate Planning, Capital Markets, Private Equity, Equity Research, Strategy, Financial Services, Investment Banking, High Net Worth..., Investment Management, Investment Strategies, Investment Advisory, Finance, Financial Advisory, Valuation
Education
Georgetown University 1980 — 1984
BA
The Lawrenceville School 1977 — 1980
Evan Beyer's Salomon Brothers Experience April 1990 - December 1995
Job Director at CORPTAX, Inc.
Industry Accounting
Experience
CORPTAX, Inc. August 2010 - Present
Sothebys August 2009 - August 2010
Deloitte Tax LLP January 2001 - May 2009
KPMG 1999 - 2001
Prudential Insurance April 1998 - December 1998
Russell Reynolds Associates January 1996 - April 1998
Salomon Brothers April 1990 - December 1995
Executive Office of the President of the United States September 1988 - May 1989
Education
Fordham Gabelli School of Business 1994 — 1997
MS, Taxation
The George Washington University 1985 — 1989
BS, Accounting
CORPTAX, Inc. August 2010 - Present
Sothebys August 2009 - August 2010
Deloitte Tax LLP January 2001 - May 2009
KPMG 1999 - 2001
Prudential Insurance April 1998 - December 1998
Russell Reynolds Associates January 1996 - April 1998
Salomon Brothers April 1990 - December 1995
Executive Office of the President of the United States September 1988 - May 1989
Education
Fordham Gabelli School of Business 1994 — 1997
MS, Taxation
The George Washington University 1985 — 1989
BS, Accounting
Joel Aresco's Salomon Brothers Experience September 1986 - April 1991
Job Senior Risk Management Specialist at FDIC
Industry Financial Services
Experience
Northwestern Mutual June 2009 - August 2012
UBS Investment Bank April 1991 - May 2008
Salomon Brothers September 1986 - April 1991
Irving Trust Company September 1983 - September 1986
Skills
Insurance, Investment Banking, Fixed Income, FINRA, Capital Markets, Finance, Risk Management, Securities, Investments, Portfolio Management, Wealth Management, Hedge Funds, Series 7, Alternative Investments, Asset Management, Derivatives
Education
Fordham Gabelli School of Business 1988 — 1992
MBA
Fairfield University 1979 — 1983
BS, Finance
Northwestern Mutual June 2009 - August 2012
UBS Investment Bank April 1991 - May 2008
Salomon Brothers September 1986 - April 1991
Irving Trust Company September 1983 - September 1986
Skills
Insurance, Investment Banking, Fixed Income, FINRA, Capital Markets, Finance, Risk Management, Securities, Investments, Portfolio Management, Wealth Management, Hedge Funds, Series 7, Alternative Investments, Asset Management, Derivatives
Education
Fordham Gabelli School of Business 1988 — 1992
MBA
Fairfield University 1979 — 1983
BS, Finance
Lisa Esposito Mazzu's Salomon Brothers Experience January 1985 - July 1990
Job Office of General Counsel
Industry Financial Services
Experience
KPMG US October 2015 - Present
KPMG LLP August 2009 - September 2015
Bank of New York Mellon October 2005 - May 2006
Depository Trust & Clearing Corporation July 1994 - January 2004
JPMorgan Chase & Co. January 1990 - July 1994
Salomon Brothers January 1985 - July 1990
Skills
Contract Negotiation, Financial Analysis, Accounting, Financial Reporting, Microsoft Word, Business Process..., Contract Management, Negotiation, Process Improvement, Microsoft Office, Internal Controls, Procurement, Project Management, Coaching, Finance, Vendor Management, Budgets, Microsoft Excel, Risk Management, Financial Services, Management, Banking, Business Development, Corporate Governance, Financial Accounting, Forecasting, Fraud, Investments, Policy, Risk Assessment, Strategy, Team Building, Real Estate, Team Leadership
Education
Western Governors University 2007 — 2013
MSSP, Special Education
Excelsior College 1990 — 1993
BA, Accounting/Business Management
KPMG US October 2015 - Present
KPMG LLP August 2009 - September 2015
Bank of New York Mellon October 2005 - May 2006
Depository Trust & Clearing Corporation July 1994 - January 2004
JPMorgan Chase & Co. January 1990 - July 1994
Salomon Brothers January 1985 - July 1990
Skills
Contract Negotiation, Financial Analysis, Accounting, Financial Reporting, Microsoft Word, Business Process..., Contract Management, Negotiation, Process Improvement, Microsoft Office, Internal Controls, Procurement, Project Management, Coaching, Finance, Vendor Management, Budgets, Microsoft Excel, Risk Management, Financial Services, Management, Banking, Business Development, Corporate Governance, Financial Accounting, Forecasting, Fraud, Investments, Policy, Risk Assessment, Strategy, Team Building, Real Estate, Team Leadership
Education
Western Governors University 2007 — 2013
MSSP, Special Education
Excelsior College 1990 — 1993
BA, Accounting/Business Management
Frederick C Appel's Salomon Brothers Experience November 1993 - January 1994
Job Experienced Executive
Industry Financial Services
Experience
Self Employed January 2014 - Present
Morgan Stanley August 2010 - September 2011
Lehman Brothers June 2003 - August 2004
Lehman Brothers January 1999 - June 2003
Lehman Brothers December 1996 - December 1998
Lehman Brothers January 1994 - December 1996
Salomon Brothers November 1993 - January 1994
Salomon Brothers June 1990 - November 1993
Salomon Brothers January 1988 - June 1990
Salomon Brothers June 1983 - December 1987
Skills
Program Trading, Equity Derivatives, Volatility, Derivatives, Swaps, Quant, Equities, Options, Hedging, Trading, Risk Management, Asset Management, Valuation, Portfolio Management, Structured Products, Electronic Trading, Series 7, Convertible Bonds, Equity Trading, Middle Office, FX, Special Situations, Securities Lending, Trading Strategies, Proprietary Trading, Global Macro, ETFs, Arbitrage, Convertible Arbitrage, Relative Value, Options Strategies, FX Options, Capital Markets, Investment Banking, Risk Arbitrage, Securities, Financial Risk, Quantitative Investing, Fixed Income, Hedge Funds, Trading Systems
Education
Fordham Gabelli School of Business 1979 — 1982
MBA, Finance
Queen's College 1975 — 1979
Bachelor's degree, Accounting and Economics
Self Employed January 2014 - Present
Morgan Stanley August 2010 - September 2011
Lehman Brothers June 2003 - August 2004
Lehman Brothers January 1999 - June 2003
Lehman Brothers December 1996 - December 1998
Lehman Brothers January 1994 - December 1996
Salomon Brothers November 1993 - January 1994
Salomon Brothers June 1990 - November 1993
Salomon Brothers January 1988 - June 1990
Salomon Brothers June 1983 - December 1987
Skills
Program Trading, Equity Derivatives, Volatility, Derivatives, Swaps, Quant, Equities, Options, Hedging, Trading, Risk Management, Asset Management, Valuation, Portfolio Management, Structured Products, Electronic Trading, Series 7, Convertible Bonds, Equity Trading, Middle Office, FX, Special Situations, Securities Lending, Trading Strategies, Proprietary Trading, Global Macro, ETFs, Arbitrage, Convertible Arbitrage, Relative Value, Options Strategies, FX Options, Capital Markets, Investment Banking, Risk Arbitrage, Securities, Financial Risk, Quantitative Investing, Fixed Income, Hedge Funds, Trading Systems
Education
Fordham Gabelli School of Business 1979 — 1982
MBA, Finance
Queen's College 1975 — 1979
Bachelor's degree, Accounting and Economics
David P. Shea's Salomon Brothers Experience January 1983 - August 1986
Job Managing Director at Copper Beech Ventures LLC
Industry Financial Services
Experience
Copper Beech Ventures LLC May 2010 - Present
Syncora Capital Ltd. August 2006 - June 2008
XL Group plc March 2003 - August 2006
GE Capital August 1986 - March 2003
Salomon Brothers January 1983 - August 1986
Goldman Sachs January 1979 - January 1983
Skills
Structured Finance, Valuation, Business Analysis, Business Strategy, Business Planning, Business Management, New Business Development, Financial Planning, Financial Systems, Organizational..., Strategic Planning, Management, Leadership, Corporate Finance, Risk Management, Strategy, Strategic Financial..., Start-ups, Accounting, Six Sigma, Finance
Education
Fordham University - Graduate School of Business Administration 1983 — 1986
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Fordham University 1974 — 1978
Bachelor's degree, Accounting
Copper Beech Ventures LLC May 2010 - Present
Syncora Capital Ltd. August 2006 - June 2008
XL Group plc March 2003 - August 2006
GE Capital August 1986 - March 2003
Salomon Brothers January 1983 - August 1986
Goldman Sachs January 1979 - January 1983
Skills
Structured Finance, Valuation, Business Analysis, Business Strategy, Business Planning, Business Management, New Business Development, Financial Planning, Financial Systems, Organizational..., Strategic Planning, Management, Leadership, Corporate Finance, Risk Management, Strategy, Strategic Financial..., Start-ups, Accounting, Six Sigma, Finance
Education
Fordham University - Graduate School of Business Administration 1983 — 1986
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Fordham University 1974 — 1978
Bachelor's degree, Accounting
Gail Coleman's Salomon Brothers Experience 1982 - 1998
Job EVP Human Resources at Basin Holdings US LLC
Industry Financial Services
Experience
Basin Holdings US LLC August 2014 - Present
J Fitzgibbons LLC April 2005 - Present
Sheltering Arms July 2013 - Present
Azimuth Trust 2004 - 2004
Khanty Mansiysk Oil Corporation May 2000 - May 2003
Salomon Brothers 1982 - 1998
ExxonMobil 1980 - 1982
Education
Duke University
BA
Harvard Business School
MBA
Basin Holdings US LLC August 2014 - Present
J Fitzgibbons LLC April 2005 - Present
Sheltering Arms July 2013 - Present
Azimuth Trust 2004 - 2004
Khanty Mansiysk Oil Corporation May 2000 - May 2003
Salomon Brothers 1982 - 1998
ExxonMobil 1980 - 1982
Education
Duke University
BA
Harvard Business School
MBA
Kurt Butenhoff's Salomon Brothers Experience 1990 - 1995
Job Managing Partner
Industry Investment Management
Experience
Ward Capital 2008 - Present
Bear Stearns 1995 - 2008
Salomon Brothers 1990 - 1995
Skills
Alternative Investments, Valuation, Asset Management, Investments, Hedge Funds, Equities, Private Equity, Fixed Income, Capital Markets, Strategy, Securities, Venture Capital, Due Diligence, Private Placements, Investment Banking, Derivatives, Structured Finance
Education
Georgetown University 1980 — 1984
SFS
Millfield school
Ward Capital 2008 - Present
Bear Stearns 1995 - 2008
Salomon Brothers 1990 - 1995
Skills
Alternative Investments, Valuation, Asset Management, Investments, Hedge Funds, Equities, Private Equity, Fixed Income, Capital Markets, Strategy, Securities, Venture Capital, Due Diligence, Private Placements, Investment Banking, Derivatives, Structured Finance
Education
Georgetown University 1980 — 1984
SFS
Millfield school
Kirtan Dave's Salomon Brothers Experience November 1992 - December 1998
Job Director at ConvergeSol
Industry Computer Software
Experience
ConvergeSol February 2009 - Present
Citi December 1998 - January 2009
Salomon Brothers November 1992 - December 1998
IBM January 1992 - November 1992
Skills
Risk Management, Trading Systems, SDLC, Business Analysis, Financial Systems, Project Management, Business Process..., Enterprise Architecture
Education
New Jersey Institute of Technology 1991 — 1992
M.S., Computer Science
Gujarat University 1984 — 1989
B.S, Engineering
ConvergeSol February 2009 - Present
Citi December 1998 - January 2009
Salomon Brothers November 1992 - December 1998
IBM January 1992 - November 1992
Skills
Risk Management, Trading Systems, SDLC, Business Analysis, Financial Systems, Project Management, Business Process..., Enterprise Architecture
Education
New Jersey Institute of Technology 1991 — 1992
M.S., Computer Science
Gujarat University 1984 — 1989
B.S, Engineering
Kevin Smithen's Salomon Brothers Experience 1995 - 1998
Job Telecom and technology
Industry Investment Banking
Experience
Macquarie Group October 2010 - Present
Stetson Street Partners March 2009 - August 2010
Lazard Asset Management 2001 - 2008
Coatue Capital LLC 1999 - 2001
Salomon Brothers 1995 - 1998
Skills
Valuation, Hedge Funds, Equities, Financial Modeling, Portfolio Management, Capital Markets, Private Equity, Investment Banking, Equity Research, Asset Management, Investments
Education
Duke University 1991 — 1995
BA, History, Middle East and European policy
Macquarie Group October 2010 - Present
Stetson Street Partners March 2009 - August 2010
Lazard Asset Management 2001 - 2008
Coatue Capital LLC 1999 - 2001
Salomon Brothers 1995 - 1998
Skills
Valuation, Hedge Funds, Equities, Financial Modeling, Portfolio Management, Capital Markets, Private Equity, Investment Banking, Equity Research, Asset Management, Investments
Education
Duke University 1991 — 1995
BA, History, Middle East and European policy
Richard Weinstein's Salomon Brothers Experience 1991 - 1995
Job Owner at Marick Business Systems, LLC
Industry Financial Services
Experience
The Capital Markets Company June 2010 - Present
Marick Business Systems, LLC February 2011 - December 2013
Richard Mackenzie Productions, LLC 2010 - July 2011
Citigroup 2007 - 2009
The Capital Markets Company (Capco) 2000 - 2007
Citigroup 1991 - 2000
Salomon Brothers 1991 - 1995
Coopers & Lybrand 1983 - 1986
Skills
Process Engineering, System Design, PeopleSoft, HRIS, ERP, Requirements Gathering, Business Analysis, Accounting, Management, PMO, Project Management, Finance, Requirements Analysis, SDLC, Vendor Management, Banking, Cross-functional Team...
Education
Hofstra University 1981 — 1983
MBA, Tax, Managerial Accounting
Franklin & Marshall College 1975 — 1979
BA, Accounting
The Capital Markets Company June 2010 - Present
Marick Business Systems, LLC February 2011 - December 2013
Richard Mackenzie Productions, LLC 2010 - July 2011
Citigroup 2007 - 2009
The Capital Markets Company (Capco) 2000 - 2007
Citigroup 1991 - 2000
Salomon Brothers 1991 - 1995
Coopers & Lybrand 1983 - 1986
Skills
Process Engineering, System Design, PeopleSoft, HRIS, ERP, Requirements Gathering, Business Analysis, Accounting, Management, PMO, Project Management, Finance, Requirements Analysis, SDLC, Vendor Management, Banking, Cross-functional Team...
Education
Hofstra University 1981 — 1983
MBA, Tax, Managerial Accounting
Franklin & Marshall College 1975 — 1979
BA, Accounting
Tino Lancellotti's Salomon Brothers Experience 1984 - 1997
Job Infrastructure Account Manager Supporting Back Office IT Operations at Credit Suisse
Industry Financial Services
Experience
Credit Suisse October 2012 - Present
Credit Suisse 2010 - Present
UBS 1997 - 2009
Solomon Brothers Inc January 1984 - January 1997
Salomon 1984 - 1997
Salomon Brothers 1984 - 1997
Dun & Bradstreet January 1981 - January 1984
Skills
Program Management, SDLC, Strategic Planning, Incident Management, Change Management, Mainframe, Network Communications, Process Improvement, IT Management, Strategy, IT Operations, Project Planning, Unix, Enterprise Architecture, IT Strategy, Risk Management, Integration, Vendor Management, Business Analysis, Infrastructure, Disaster Recovery, Service Delivery, Information Technology, Software Development, Management, PMO, Project Portfolio..., Outsourcing, IT Service Management, Trading Systems, Governance, Prime Brokerage, Financial Services, Market Data, Fixed Income, Offshoring, Investment Banking, Capital Markets, Equities, Credit Derivatives, Portfolio Management, Derivatives, Hedge Funds, Electronic Trading, Equity Derivatives, Financial Risk
Education
Fairleigh Dickinson University 1992 — 1996
MBA, Corporate Finance
Fairleigh Dickinson University 1990 — 1994
MBA, Finance
Mercy College, Dobbs Ferry New York 1977 — 1981
BS, Marketing & Computer Science
Credit Suisse October 2012 - Present
Credit Suisse 2010 - Present
UBS 1997 - 2009
Solomon Brothers Inc January 1984 - January 1997
Salomon 1984 - 1997
Salomon Brothers 1984 - 1997
Dun & Bradstreet January 1981 - January 1984
Skills
Program Management, SDLC, Strategic Planning, Incident Management, Change Management, Mainframe, Network Communications, Process Improvement, IT Management, Strategy, IT Operations, Project Planning, Unix, Enterprise Architecture, IT Strategy, Risk Management, Integration, Vendor Management, Business Analysis, Infrastructure, Disaster Recovery, Service Delivery, Information Technology, Software Development, Management, PMO, Project Portfolio..., Outsourcing, IT Service Management, Trading Systems, Governance, Prime Brokerage, Financial Services, Market Data, Fixed Income, Offshoring, Investment Banking, Capital Markets, Equities, Credit Derivatives, Portfolio Management, Derivatives, Hedge Funds, Electronic Trading, Equity Derivatives, Financial Risk
Education
Fairleigh Dickinson University 1992 — 1996
MBA, Corporate Finance
Fairleigh Dickinson University 1990 — 1994
MBA, Finance
Mercy College, Dobbs Ferry New York 1977 — 1981
BS, Marketing & Computer Science
Douglas Sherlock's Salomon Brothers Experience 1983 - 1986
Job President, Sherlock Company
Industry Management Consulting
Experience
Sherlock Company July 1987 - Present
U.S. Healthcare 1986 - 1987
Salomon Brothers 1983 - 1986
Skills
Hospitals, Health Policy, Insurance, Mergers & Acquisitions, Process Improvement, Research, Medicare, Financial Reporting, Health Insurance, Strategic Planning, Healthcare, Managed Care, Management Consulting, Business Process, Financial Modeling, Strategy, Public Speaking, Mergers, Business Analysis, Financial Analysis, Analysis, Valuation, Management, Business Strategy, Investor Relations, Government, Due Diligence
Education
Loyola University Maryland 1979 — 1980
MBA, Finance
Franklin & Marshall College 1973 — 1977
BA, Economics
Sherlock Company July 1987 - Present
U.S. Healthcare 1986 - 1987
Salomon Brothers 1983 - 1986
Skills
Hospitals, Health Policy, Insurance, Mergers & Acquisitions, Process Improvement, Research, Medicare, Financial Reporting, Health Insurance, Strategic Planning, Healthcare, Managed Care, Management Consulting, Business Process, Financial Modeling, Strategy, Public Speaking, Mergers, Business Analysis, Financial Analysis, Analysis, Valuation, Management, Business Strategy, Investor Relations, Government, Due Diligence
Education
Loyola University Maryland 1979 — 1980
MBA, Finance
Franklin & Marshall College 1973 — 1977
BA, Economics
Alexander Fusco's Salomon Brothers Experience February 1993 - February 1997
Job Executive Director at UBS
Industry Investment Banking
Experience
UBS Investment Bank June 2008 - Present
UBS Investment Bank May 2001 - May 2008
UBS Investment Bank February 1997 - May 2001
Salomon Brothers February 1993 - February 1997
Andersen Business Consulting November 1990 - February 1993
Education
Fordham Gabelli School of Business 1988 — 1990
MBA, Finance
Manhattan College 1981 — 1985
Bachelor of Engineering, Mechanical Engineering
UBS Investment Bank June 2008 - Present
UBS Investment Bank May 2001 - May 2008
UBS Investment Bank February 1997 - May 2001
Salomon Brothers February 1993 - February 1997
Andersen Business Consulting November 1990 - February 1993
Education
Fordham Gabelli School of Business 1988 — 1990
MBA, Finance
Manhattan College 1981 — 1985
Bachelor of Engineering, Mechanical Engineering
Charles Giessen's Salomon Brothers Experience 1993 - 1999
Job Financial Services Executive
Industry Financial Services
Experience
Options Technology August 2012 - Present
SS & C Technology, January 2010 - June 2012
SS&C Technologies (Formerly Tradeware Global) 2010 - June 2012
SS&C Technologies 2010 - June 2012
Tradeware Global August 2006 - December 2009
Tradeware Global June 2004 - July 2006
Omiris Networks 1999 - 2004
Salomon Brothers 1993 - 1999
Bear Stearns 1992 - 1993
Morgan Stanley Capital International, London 1986 - 1991
Skills
Equities, Electronic Trading, Trading Systems, Hedge Funds, Fixed Income, Derivatives, Trading, Capital Markets, Asset Managment, Financial Markets, Equity Trading, Securities, Alternative Investments, Back Office, Asset Management, Bloomberg, Emerging Markets, FX Options, Investment Banking, Investments, Low Latency, Market Data, Options, Prime Brokerage
Education
Fordham University 1975 — 1980
BA, Finance
Options Technology August 2012 - Present
SS & C Technology, January 2010 - June 2012
SS&C Technologies (Formerly Tradeware Global) 2010 - June 2012
SS&C Technologies 2010 - June 2012
Tradeware Global August 2006 - December 2009
Tradeware Global June 2004 - July 2006
Omiris Networks 1999 - 2004
Salomon Brothers 1993 - 1999
Bear Stearns 1992 - 1993
Morgan Stanley Capital International, London 1986 - 1991
Skills
Equities, Electronic Trading, Trading Systems, Hedge Funds, Fixed Income, Derivatives, Trading, Capital Markets, Asset Managment, Financial Markets, Equity Trading, Securities, Alternative Investments, Back Office, Asset Management, Bloomberg, Emerging Markets, FX Options, Investment Banking, Investments, Low Latency, Market Data, Options, Prime Brokerage
Education
Fordham University 1975 — 1980
BA, Finance
Roger Knudsen's Salomon Brothers Experience 1988 - 1989
Job COO U.S. with Magellan Asset Management Limited
Industry Investment Management
Experience
Magellan Asset Management Limited August 2015 - Present
Saguenay Strathmore Capital January 2013 - June 2015
Saguenay Strathmore Capital, LLC September 2011 - December 2012
Saguenay Capital, LLC 2005 - September 2011
Canadian Imperial Bank of Commerce 2000 - 2005
Merrill Lynch 1994 - 2000
Greenwich Capital Markets 1992 - 1994
Bankers Trust 1989 - 1992
Salomon Brothers 1988 - 1989
Citicorp 1986 - 1988
Skills
Fund Of Funds, Investment Advisory, Alternative Investments, Financial Analysis, Due Diligence, Investment Banking, Investment Strategies, Strategic Financial..., Portfolio Management, Mutual Funds, Corporate Finance, Fund Administration, Hedge Funds, High Net Worth..., Financial Audits, Mergers & Acquisitions, Banking, Financial Services, Capital Markets, Emerging Markets, Risk Management, Investments, Asset Management, Trading, Strategy, Financial Markets, Private Equity, Economics, Managerial Finance, Securities, Asset Allocation, Fixed Income, Valuation, Derivatives, Equities, Investor Relations, Structured Products, Investment Management, Bloomberg, Bonds, Financial Modeling, Fund Accounting, Management, Finance, Accounting
Education
Fordham Gabelli School of Business 1994 — 1998
MBA, Finance/Management Systems
Magellan Asset Management Limited August 2015 - Present
Saguenay Strathmore Capital January 2013 - June 2015
Saguenay Strathmore Capital, LLC September 2011 - December 2012
Saguenay Capital, LLC 2005 - September 2011
Canadian Imperial Bank of Commerce 2000 - 2005
Merrill Lynch 1994 - 2000
Greenwich Capital Markets 1992 - 1994
Bankers Trust 1989 - 1992
Salomon Brothers 1988 - 1989
Citicorp 1986 - 1988
Skills
Fund Of Funds, Investment Advisory, Alternative Investments, Financial Analysis, Due Diligence, Investment Banking, Investment Strategies, Strategic Financial..., Portfolio Management, Mutual Funds, Corporate Finance, Fund Administration, Hedge Funds, High Net Worth..., Financial Audits, Mergers & Acquisitions, Banking, Financial Services, Capital Markets, Emerging Markets, Risk Management, Investments, Asset Management, Trading, Strategy, Financial Markets, Private Equity, Economics, Managerial Finance, Securities, Asset Allocation, Fixed Income, Valuation, Derivatives, Equities, Investor Relations, Structured Products, Investment Management, Bloomberg, Bonds, Financial Modeling, Fund Accounting, Management, Finance, Accounting
Education
Fordham Gabelli School of Business 1994 — 1998
MBA, Finance/Management Systems
Vincent Butkevits's Salomon Brothers Experience April 1983 - April 1985
Job President JVB Financial Group
Industry Financial Services
Experience
J.V.B. Financial Group June 2000 - Present
R.Seelaus Securities April 1996 - July 1998
JW Charles Securities March 1988 - April 1996
Exchange National Bank December 1986 - January 1988
Centrust Savings Bank April 1985 - December 1986
Salomon Brothers April 1983 - April 1985
Merrill Lynch February 1981 - April 1983
Dean Witter October 1979 - February 1981
Skills
Portfolio Management, Banking, Fixed Income, Trading, Sales, Series 7, Finance, MBS, Bonds, Options, Accounting, Securities, Mortgage Lending, Investments, Wealth Management
Education
Georgia State University 1983 — 1984
Economics
Shenandoah University 1978 — 1979
Music, Theater
J.V.B. Financial Group June 2000 - Present
R.Seelaus Securities April 1996 - July 1998
JW Charles Securities March 1988 - April 1996
Exchange National Bank December 1986 - January 1988
Centrust Savings Bank April 1985 - December 1986
Salomon Brothers April 1983 - April 1985
Merrill Lynch February 1981 - April 1983
Dean Witter October 1979 - February 1981
Skills
Portfolio Management, Banking, Fixed Income, Trading, Sales, Series 7, Finance, MBS, Bonds, Options, Accounting, Securities, Mortgage Lending, Investments, Wealth Management
Education
Georgia State University 1983 — 1984
Economics
Shenandoah University 1978 — 1979
Music, Theater
Sloan Seaborn's Salomon Brothers Experience 1994 - 1997
Job Managing Director at Kuberan Capital LLC and Founder of Raising Democracy
Industry Financial Services
Experience
Hedge Fund May 2013 - Present
Non-Profit Economic Think Tank May 2012 - Present
Independent Contractor 2007 - Present
Various Hedge Funds and Private Equity Firms 2007 - 2009
Various Investment Banks 1998 - 2006
Salomon Brothers 1994 - 1997
Skills
Private Equity, Acting, Comedy, Equity Research, Social Media, Drama, Creative Writing, Film, Microsoft Office, Entertainment, Hedge Funds, Theatre, Improvisation, Editing, Customer Service, Public Speaking, Social Networking, Event Planning, Investments, Management, Event Management, Marketing, Financial Analysis
Education
Georgia State University - J. Mack Robinson College of Business
Finance Concentration, Part-time MBA Program
Vanderbilt University
Bachelor's Degree, English/Communication Studies
Phillips Exeter Academy
Hedge Fund May 2013 - Present
Non-Profit Economic Think Tank May 2012 - Present
Independent Contractor 2007 - Present
Various Hedge Funds and Private Equity Firms 2007 - 2009
Various Investment Banks 1998 - 2006
Salomon Brothers 1994 - 1997
Skills
Private Equity, Acting, Comedy, Equity Research, Social Media, Drama, Creative Writing, Film, Microsoft Office, Entertainment, Hedge Funds, Theatre, Improvisation, Editing, Customer Service, Public Speaking, Social Networking, Event Planning, Investments, Management, Event Management, Marketing, Financial Analysis
Education
Georgia State University - J. Mack Robinson College of Business
Finance Concentration, Part-time MBA Program
Vanderbilt University
Bachelor's Degree, English/Communication Studies
Phillips Exeter Academy
Gerry Koumatos's Salomon Brothers Experience 1993 - 1996
Job Portfolio Manager at Tryphon Capital Advisers, Inc
Industry Financial Services
Experience
Tryphon Capital Advisers, Inc analystGardner Lewis Asset Management1996 - 2000
Salomon Brothers 1993 - 1996
Education
University of Pennsylvania 1980 — 1985
Ph.D., Economics
Duke University 1976 — 1980
B.S.E., Electrical and Biomedical Engineering
American Community School 1972 — 1976
high school
Tryphon Capital Advisers, Inc analystGardner Lewis Asset Management1996 - 2000
Salomon Brothers 1993 - 1996
Education
University of Pennsylvania 1980 — 1985
Ph.D., Economics
Duke University 1976 — 1980
B.S.E., Electrical and Biomedical Engineering
American Community School 1972 — 1976
high school
David Cowen's Salomon Brothers Experience 1985 - 1987
Job Director, Finance Manager at Bank of America
Industry Banking
Experience
Bank of America September 2006 - Present
Bertholon-Rowland Corp 2004 - 2006
Donaldson, Lufkin & Jenrette 1987 - 2000
Salomon Brothers 1985 - 1987
Irving Trust 1984 - 1985
Skills
Financial Analysis, Financial Modeling, Fixed Income, Credit, Banking, Forecasting, Analysis, Financial Planning, Finance
Education
University of Arizona 2002 — 2004
Master of Business Administration (MBA), Finance, General
Fairfield University 1980 — 1984
Bachelor of Science (BS), Accounting
Bank of America September 2006 - Present
Bertholon-Rowland Corp 2004 - 2006
Donaldson, Lufkin & Jenrette 1987 - 2000
Salomon Brothers 1985 - 1987
Irving Trust 1984 - 1985
Skills
Financial Analysis, Financial Modeling, Fixed Income, Credit, Banking, Forecasting, Analysis, Financial Planning, Finance
Education
University of Arizona 2002 — 2004
Master of Business Administration (MBA), Finance, General
Fairfield University 1980 — 1984
Bachelor of Science (BS), Accounting
Erin Hunzeker's Salomon Brothers Experience October 1993 - September 1999
Job Vice President at DTCC
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation 2011 - Present
Acquis Capital, LLC 2008 - 2009
Mirant Corporation June 2000 - May 2008
Salomon Brothers October 1993 - September 1999
Skills
Global Business..., New Business..., Strategic Planning, Business Analysis..., Process Improvement, Profit & Loss Management, Key Client Relationships, Team Building, Supervision, Strategic Negotiations, Customer Outreach, Contract Management, Competitive Marketing..., Business Case Modelling, Business Model..., Operations Management, Sales Management, International Sales, Customer Presentations, Board Presentations, Oil & Gas Industry, Derivatives, Trading, Commodity Markets
Education
Emory University - Goizueta Business School 1999 — 2000
Master of Business Administration (M.B.A.), Finance
University of South Florida
Bachelor of Science, Finance
The Depository Trust & Clearing Corporation 2011 - Present
Acquis Capital, LLC 2008 - 2009
Mirant Corporation June 2000 - May 2008
Salomon Brothers October 1993 - September 1999
Skills
Global Business..., New Business..., Strategic Planning, Business Analysis..., Process Improvement, Profit & Loss Management, Key Client Relationships, Team Building, Supervision, Strategic Negotiations, Customer Outreach, Contract Management, Competitive Marketing..., Business Case Modelling, Business Model..., Operations Management, Sales Management, International Sales, Customer Presentations, Board Presentations, Oil & Gas Industry, Derivatives, Trading, Commodity Markets
Education
Emory University - Goizueta Business School 1999 — 2000
Master of Business Administration (M.B.A.), Finance
University of South Florida
Bachelor of Science, Finance
Peter C Fitzgerald's Salomon Brothers Experience May 1986 - June 1988
Job Principal at Deloitte Financial Advisory Services LLP
Industry Management Consulting
Experience
Deloitte Financial Advisory Services LLP December 1994 - Present
Chemical Bank June 1993 - December 1994
Deloitte Consulting May 1988 - June 1993
Salomon Brothers May 1986 - June 1988
Skills
Management Consulting, Due Diligence, Organizational Design, Mergers, Acquisition Integration, Anti-Money Laundering, Asset Management, Mergers & Acquisitions, Financial Services, Internal Controls, Banking, Enterprise Risk..., Anti Money Laundering, AML, Risk Management, Capital Markets
Education
Fordham University
Bachelor of Science (BS), Finance
Fordham University
Master of Business Administration (MBA), Finance
Deloitte Financial Advisory Services LLP December 1994 - Present
Chemical Bank June 1993 - December 1994
Deloitte Consulting May 1988 - June 1993
Salomon Brothers May 1986 - June 1988
Skills
Management Consulting, Due Diligence, Organizational Design, Mergers, Acquisition Integration, Anti-Money Laundering, Asset Management, Mergers & Acquisitions, Financial Services, Internal Controls, Banking, Enterprise Risk..., Anti Money Laundering, AML, Risk Management, Capital Markets
Education
Fordham University
Bachelor of Science (BS), Finance
Fordham University
Master of Business Administration (MBA), Finance
Alan Napier's Salomon Brothers Experience January 1986 - January 1988
Job President at Corey Alan Properties
Industry Real Estate
Experience
Corey Alan Properties AuthorGreenleaf Book Group2012 - 2012
Arrow Electronics September 1994 - December 2004
Avis Rent A Car January 1990 - September 1994
Baxter Health Care July 1988 - September 1990
Salomon Brothers January 1986 - January 1988
Chemical Bank January 1985 - January 1986
American Express January 1984 - January 1986
Grumman Data Systems January 1982 - February 1983
Skills
Vendor Management, Process Improvement, Cross-functional Team..., Disaster Recovery, Strategic Planning, Project Management, Business Process..., Business Analysis, SDLC, Management, Integration, Program Management, Strategy, IT Management, ERP, IT Strategy, Information Technology, Business Intelligence, Cloud Computing, Business Process, Enterprise Software, Product Management, Leadership, Executive Management, Start-ups, Consulting, Professional Services, Mergers & Acquisitions
Education
Fordham Gabelli School of Business 2003 — 2005
MBA, International MBA
Corey Alan Properties AuthorGreenleaf Book Group2012 - 2012
Arrow Electronics September 1994 - December 2004
Avis Rent A Car January 1990 - September 1994
Baxter Health Care July 1988 - September 1990
Salomon Brothers January 1986 - January 1988
Chemical Bank January 1985 - January 1986
American Express January 1984 - January 1986
Grumman Data Systems January 1982 - February 1983
Skills
Vendor Management, Process Improvement, Cross-functional Team..., Disaster Recovery, Strategic Planning, Project Management, Business Process..., Business Analysis, SDLC, Management, Integration, Program Management, Strategy, IT Management, ERP, IT Strategy, Information Technology, Business Intelligence, Cloud Computing, Business Process, Enterprise Software, Product Management, Leadership, Executive Management, Start-ups, Consulting, Professional Services, Mergers & Acquisitions
Education
Fordham Gabelli School of Business 2003 — 2005
MBA, International MBA
Camillo Gargano's Salomon Brothers Experience January 1991 - November 1998
Job Consultant at RGP Consulting
Industry Financial Services
Experience
RGP Consulting December 2014 - Present
Deustche Bank January 2014 - December 2014
FINRA November 2008 - January 2014
B-Trade Services, LLC September 1998 - February 2007
Salomon Brothers January 1991 - November 1998
Skills
Securities, Fixed Income, Auditing, Equities, Accounting, Electronic Trading, Series 7, Capital Markets, Risk Management, Finance, Hedge Funds, Internal Audit, Series 24, Financial Risk, Financial Services, FINRA, Trading, Asset Management, Back Office, Options, Investment Banking, Portfolio Management, Bloomberg, Mutual Funds, Investments, Middle Office, Financial Markets, Equity Trading, Trading Systems, Financial Analysis, Derivatives, Banking, Anti Money Laundering, Alternative Investments
Education
Fairleigh Dickinson University 1976 — 1980
BS, Accounting
RGP Consulting December 2014 - Present
Deustche Bank January 2014 - December 2014
FINRA November 2008 - January 2014
B-Trade Services, LLC September 1998 - February 2007
Salomon Brothers January 1991 - November 1998
Skills
Securities, Fixed Income, Auditing, Equities, Accounting, Electronic Trading, Series 7, Capital Markets, Risk Management, Finance, Hedge Funds, Internal Audit, Series 24, Financial Risk, Financial Services, FINRA, Trading, Asset Management, Back Office, Options, Investment Banking, Portfolio Management, Bloomberg, Mutual Funds, Investments, Middle Office, Financial Markets, Equity Trading, Trading Systems, Financial Analysis, Derivatives, Banking, Anti Money Laundering, Alternative Investments
Education
Fairleigh Dickinson University 1976 — 1980
BS, Accounting
Gary Budlow's Salomon Brothers Experience August 1988 - March 1995
Job CFT Securities LLC
Industry Financial Services
Experience
CFT Securities LLC 2006 - Present
Quellos Group, LLC January 2001 - January 2006
Bear Stearns March 1995 - January 2001
Salomon Brothers August 1988 - March 1995
Education
Duke University - The Fuqua School of Business 1986 — 1988
MBA, Finance
University of Delaware 1980 — 1984
BS/BA, Finance
CFT Securities LLC 2006 - Present
Quellos Group, LLC January 2001 - January 2006
Bear Stearns March 1995 - January 2001
Salomon Brothers August 1988 - March 1995
Education
Duke University - The Fuqua School of Business 1986 — 1988
MBA, Finance
University of Delaware 1980 — 1984
BS/BA, Finance
scott dorf's Salomon Brothers Experience 1984 - 1989
Job Market Analyst at Brevan Howard
Industry Investment Banking
Experience
Brevan Howard March 2015 - Present
RBC June 2013 - February 2015
Credit Suisse May 2009 - March 2013
RBS Greenwich Capital February 1989 - May 2009
Salomon Brothers 1984 - 1989
Education
Duke University 1980 — 1984
BA, History
Brevan Howard March 2015 - Present
RBC June 2013 - February 2015
Credit Suisse May 2009 - March 2013
RBS Greenwich Capital February 1989 - May 2009
Salomon Brothers 1984 - 1989
Education
Duke University 1980 — 1984
BA, History
Stacey Rivera's Salomon Brothers Experience 1987 - 1997
Job Executive Assistant at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase Executive AssistantABN AMRO Incorporated1996 - 2006
Salomon Brothers 1987 - 1997
Education
Farmingdale State College 1979 — 1981
AAS
JPMorgan Chase Executive AssistantABN AMRO Incorporated1996 - 2006
Salomon Brothers 1987 - 1997
Education
Farmingdale State College 1979 — 1981
AAS
Heather Neale-Fleming's Salomon Brothers Experience 1993 - 1998
Job Orton Gillingham Dyslexia Tutoring
Industry Education Management
Experience
Orton Gillingham Dyslexia Tutoring September 2015 - Present
University of Wyoming, Wyoming Technology Business Center August 2013 - August 2015
Bank of America 2006 - 2008
Citi 2003 - 2006
Salomon Smith Barney 1998 - 2003
Salomon Brothers 1993 - 1998
Skills
Portfolio Management, Fixed Income, Capital Markets, Asset Management, Hedge Funds, Structured Finance
Education
Georgetown University 1989 — 1993
BS, Economics
Orton Gillingham Dyslexia Tutoring September 2015 - Present
University of Wyoming, Wyoming Technology Business Center August 2013 - August 2015
Bank of America 2006 - 2008
Citi 2003 - 2006
Salomon Smith Barney 1998 - 2003
Salomon Brothers 1993 - 1998
Skills
Portfolio Management, Fixed Income, Capital Markets, Asset Management, Hedge Funds, Structured Finance
Education
Georgetown University 1989 — 1993
BS, Economics
Jim Lohrs's Salomon Brothers Experience March 1990 - February 1997
Job Director / Project Manager at Citigroup
Industry Financial Services
Experience
Citigroup Global Markets January 2007 - Present
Citigroup Global Markets March 1997 - December 2006
Salomon Brothers March 1990 - February 1997
Manufacturers Hanover Trust June 1984 - March 1990
Education
Fordham Gabelli School of Business 1987 — 1990
MBA, Finance
Fairfield University 1980 — 1984
BS, Accounting
Citigroup Global Markets January 2007 - Present
Citigroup Global Markets March 1997 - December 2006
Salomon Brothers March 1990 - February 1997
Manufacturers Hanover Trust June 1984 - March 1990
Education
Fordham Gabelli School of Business 1987 — 1990
MBA, Finance
Fairfield University 1980 — 1984
BS, Accounting
Thomas Benfer's Salomon Brothers Experience September 1978 - September 1979
Job Foreign Exchange Advisor
Industry Investment Banking
Experience
BMO Capital Markets March 1986 - October 2010
ABN AMRO Bank N.V. September 1984 - January 1986
Bank of America March 1981 - August 1984
Bear Stearns October 1979 - January 1981
Salomon Brothers September 1978 - September 1979
Skills
Options, FX Options, Trading, FX trading, Series 7, Financial Markets, Hedging, Investment Banking, Finance
Education
Guilford College 1976 — 1978
BA, Finance
HH Dow
Michigan State University
BMO Capital Markets March 1986 - October 2010
ABN AMRO Bank N.V. September 1984 - January 1986
Bank of America March 1981 - August 1984
Bear Stearns October 1979 - January 1981
Salomon Brothers September 1978 - September 1979
Skills
Options, FX Options, Trading, FX trading, Series 7, Financial Markets, Hedging, Investment Banking, Finance
Education
Guilford College 1976 — 1978
BA, Finance
HH Dow
Michigan State University
Alexis Korybut's Salomon Brothers Experience May 1994 - June 1999
Job President at CBDRx
Industry Alternative Medicine
Experience
CBDRx July 2014 - Present
Tactical Air Defense Services, Inc. July 2009 - April 2014
Plumtree Capital Management September 2005 - July 2012
Sterling Financial Investment Group July 1999 - July 2005
Salomon Brothers May 1994 - June 1999
Skills
CBD, Hemp, Marketing Strategy, Business Strategy, Strategic Planning, Investment Banking, Derivatives, Securities, Corporate Finance, Alternative Investments
Education
University of Michigan Business School 1992 — 1994
Master of Business Administration (MBA), Finance, General
Georgetown University 1984 — 1988
Bachelor of Arts (B.A.), Literature
The Taft School 1980 — 1984
High School
CBDRx July 2014 - Present
Tactical Air Defense Services, Inc. July 2009 - April 2014
Plumtree Capital Management September 2005 - July 2012
Sterling Financial Investment Group July 1999 - July 2005
Salomon Brothers May 1994 - June 1999
Skills
CBD, Hemp, Marketing Strategy, Business Strategy, Strategic Planning, Investment Banking, Derivatives, Securities, Corporate Finance, Alternative Investments
Education
University of Michigan Business School 1992 — 1994
Master of Business Administration (MBA), Finance, General
Georgetown University 1984 — 1988
Bachelor of Arts (B.A.), Literature
The Taft School 1980 — 1984
High School
nathan mann's Salomon Brothers Experience January 2002 - November 2003
Job Principal at Mann & Brothers
Industry Import and Export
Experience
Mann & Brothers May 2006 - Present
Vera 2014 - 2015
Randa Accessories 2001 - 2004
Salomon Brothers January 2002 - November 2003
Education
Fashion Institute of Technology 2003 — 2006
FMM, fashion merchandising
Mann & Brothers May 2006 - Present
Vera 2014 - 2015
Randa Accessories 2001 - 2004
Salomon Brothers January 2002 - November 2003
Education
Fashion Institute of Technology 2003 — 2006
FMM, fashion merchandising
Louis Kim's Salomon Brothers Experience July 1996 - June 1999
Job Managing Director at Twin Haven Capital Partners, LLC
Industry Venture Capital & Private Equity
Experience
Twin Haven Capital Partners, LLC November 2009 - Present
Pequot Capital May 2002 - October 2009
Trust Company of the West June 1999 - May 2002
Salomon Brothers July 1996 - June 1999
Skills
Board of Directors, Debt Restructuring, Finance, Restructuring, Special Situations
Education
Georgetown University
Bachelor of Science (BS), Japanese / International Business
Twin Haven Capital Partners, LLC November 2009 - Present
Pequot Capital May 2002 - October 2009
Trust Company of the West June 1999 - May 2002
Salomon Brothers July 1996 - June 1999
Skills
Board of Directors, Debt Restructuring, Finance, Restructuring, Special Situations
Education
Georgetown University
Bachelor of Science (BS), Japanese / International Business
Larry Clark's Salomon Brothers Experience 1989 - 1992
Job Former Board Director, COO and CFO of Legendary Entertainment; Experienced Media, Entertainment and Financial Executive
Industry Entertainment
Experience
Amvac Chemical Corp. 2006 - Present
Legendary Entertainment 2004 - 2012
Legendary Entertainment 2004 - 2012
Creative Artists Agency 2000 - 2003
Sony Pictures Entertainment April 1997 - August 2000
The Carlyle Group 1995 - 1997
Global Film Equity Corp. 1992 - 1995
Salomon Brothers 1989 - 1992
Goldman Sachs 1987 - 1989
Education
Duke University - The Fuqua School of Business 1985 — 1987
MBA, Finance
Duke University 1977 — 1981
AB, Economics
Amvac Chemical Corp. 2006 - Present
Legendary Entertainment 2004 - 2012
Legendary Entertainment 2004 - 2012
Creative Artists Agency 2000 - 2003
Sony Pictures Entertainment April 1997 - August 2000
The Carlyle Group 1995 - 1997
Global Film Equity Corp. 1992 - 1995
Salomon Brothers 1989 - 1992
Goldman Sachs 1987 - 1989
Education
Duke University - The Fuqua School of Business 1985 — 1987
MBA, Finance
Duke University 1977 — 1981
AB, Economics
Abdirahman M. Abdi, PhD CPA's Salomon Brothers Experience May 1987 - December 1988
Job Savanah Consulting
Industry Management Consulting
Experience
Savanah Consulting January 2013 - Present
Amsom & Associates January 2009 - December 2012
The World Bank July 2000 - June 2004
The World Bank May 1995 - June 2000
The World Bank January 1989 - April 1995
Salomon Brothers May 1987 - December 1988
Citi June 1985 - April 1987
PwC July 1982 - May 1985
Skills
Derivatives, Fixed Income, Risk Management, Capital Markets, Financial Risk, Valuation, Investment Banking, Finance, Portfolio Management, Financial Reporting, Credit Risk, Internal Controls, Treasury Management, Treasury, Auditing
Education
George Mason University 2005 — 2010
Ph.D., Economics
The Johns Hopkins University 2004 — 2005
Master of Science, Finance
The Johns Hopkins University 2001 — 2003
Master of Arts, Applied Economics
Pace University - Lubin School of Business 1979 — 1982
Bachelor of Business Administration, Accounting
Savanah Consulting January 2013 - Present
Amsom & Associates January 2009 - December 2012
The World Bank July 2000 - June 2004
The World Bank May 1995 - June 2000
The World Bank January 1989 - April 1995
Salomon Brothers May 1987 - December 1988
Citi June 1985 - April 1987
PwC July 1982 - May 1985
Skills
Derivatives, Fixed Income, Risk Management, Capital Markets, Financial Risk, Valuation, Investment Banking, Finance, Portfolio Management, Financial Reporting, Credit Risk, Internal Controls, Treasury Management, Treasury, Auditing
Education
George Mason University 2005 — 2010
Ph.D., Economics
The Johns Hopkins University 2004 — 2005
Master of Science, Finance
The Johns Hopkins University 2001 — 2003
Master of Arts, Applied Economics
Pace University - Lubin School of Business 1979 — 1982
Bachelor of Business Administration, Accounting
Mark Shattan's Salomon Brothers Experience 1997 - January 1999
Job Portfolio Manager at Jennison Associates
Industry Investment Management
Experience
Jennison Associates June 2008 - Present
Goldman Sachs 1999 - 2008
Salomon Brothers 1997 - January 1999
US Army 1991 - 1997
Education
Florida Southern College
Master of Business Administration (M.B.A.)
United States Military Academy at West Point
Bachelor of Science (B.S.), Management, Systems Engineering
Jennison Associates June 2008 - Present
Goldman Sachs 1999 - 2008
Salomon Brothers 1997 - January 1999
US Army 1991 - 1997
Education
Florida Southern College
Master of Business Administration (M.B.A.)
United States Military Academy at West Point
Bachelor of Science (B.S.), Management, Systems Engineering
Jack Seng's Salomon Brothers Experience May 1986 - February 1989
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. Derivatives analystMerrill Lynch & Co.March 1989 - April 1993
Salomon Brothers May 1986 - February 1989
Skills
Saving for Education, Retirement Planning, Series 7, Estate Planning, Wealth Management, Retirement, Strategic Financial..., Employee Stock Options, Asset Allocation, Financial Advisory, Investment Advisory
Education
Fordham University 1990 — 1992
Master of Business Administration (M.B.A.), Finance and Financial Management Services
New York University 1980 — 1984
Bachelor's degree, Accounting and Finance
Ameriprise Financial Services, Inc. Derivatives analystMerrill Lynch & Co.March 1989 - April 1993
Salomon Brothers May 1986 - February 1989
Skills
Saving for Education, Retirement Planning, Series 7, Estate Planning, Wealth Management, Retirement, Strategic Financial..., Employee Stock Options, Asset Allocation, Financial Advisory, Investment Advisory
Education
Fordham University 1990 — 1992
Master of Business Administration (M.B.A.), Finance and Financial Management Services
New York University 1980 — 1984
Bachelor's degree, Accounting and Finance
Carter Meiselman's Salomon Brothers Experience 1997 - 2000
Job President, Eastern Federal Corporation
Industry Investment Management
Experience
Eastern Federal Corporation 2001 - Present
Quadrangle Group 2000 - 2001
Salomon Brothers 1997 - 2000
Salomon Brothers 1996 - 1996
J.P. Morgan July 1992 - June 1995
Skills
Investments, Asset Management, Strategic Planning, Portfolio Management, Business Strategy, Private Equity, Alternative Investments, Mergers & Acquisitions, Equities, Hedge Funds, Due Diligence, Financial Analysis
Education
Duke Fuqua School of Business 1995 — 1997
Master of Business Administration (M.B.A.)
Wharton School, University of Pennsylvania 1988 — 1992
Bachelor of Science (BS), Economics
Eastern Federal Corporation 2001 - Present
Quadrangle Group 2000 - 2001
Salomon Brothers 1997 - 2000
Salomon Brothers 1996 - 1996
J.P. Morgan July 1992 - June 1995
Skills
Investments, Asset Management, Strategic Planning, Portfolio Management, Business Strategy, Private Equity, Alternative Investments, Mergers & Acquisitions, Equities, Hedge Funds, Due Diligence, Financial Analysis
Education
Duke Fuqua School of Business 1995 — 1997
Master of Business Administration (M.B.A.)
Wharton School, University of Pennsylvania 1988 — 1992
Bachelor of Science (BS), Economics
Van Hesser's Salomon Brothers Experience 1990 - 1993
Job Managing Director at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2013 - Present
HSBC Securities 2003 - 2013
Credit Suisse 2000 - 2003
Goldman Sachs 1993 - 2000
Salomon Brothers 1990 - 1993
Education
Yale School of Management 1989 — 1991
MBA
Fordham University 1979 — 1983
Bachelor of Science (BS), Finance, General
Wells Fargo August 2013 - Present
HSBC Securities 2003 - 2013
Credit Suisse 2000 - 2003
Goldman Sachs 1993 - 2000
Salomon Brothers 1990 - 1993
Education
Yale School of Management 1989 — 1991
MBA
Fordham University 1979 — 1983
Bachelor of Science (BS), Finance, General
chris maingot's Salomon Brothers Experience January 1994 - 1998
Job SVP Acquisitions at Brookdale Senior Living
Industry Hospital & Health Care
Experience
Brookdale Senior Living January 2007 - Present
Marsh & McLennan Companies, Inc. July 2005 - January 2007
Salomon Brothers January 1994 - 1998
Skills
Mergers & Acquisitions, Healthcare, Financial Modeling, Data Analysis, Valuation, Strategic Planning, Financial Analysis, Process Improvement, Analysis, Business Analysis
Education
Universtiy of Tampa 1995 — 1999
Master of Business Administration (MBA)
Florida State University 1989 — 1993
Finance, General
Brookdale Senior Living January 2007 - Present
Marsh & McLennan Companies, Inc. July 2005 - January 2007
Salomon Brothers January 1994 - 1998
Skills
Mergers & Acquisitions, Healthcare, Financial Modeling, Data Analysis, Valuation, Strategic Planning, Financial Analysis, Process Improvement, Analysis, Business Analysis
Education
Universtiy of Tampa 1995 — 1999
Master of Business Administration (MBA)
Florida State University 1989 — 1993
Finance, General
Thomas Gargan's Salomon Brothers Experience July 1992 - March 1994
Job Associate General Counsel at Fannie Mae
Industry Financial Services
Experience
Fannie Mae January 2013 - Present
US Securities and Exchange Commission August 2003 - December 2012
Fannie Mae August 1999 - July 2003
Freddie Mac October 1995 - August 1999
Goldman Sachs March 1994 - July 1995
Salomon Brothers July 1992 - March 1994
Skills
Capital Markets, Finance, Securities Regulation, Securities, Portfolio Management, Hedge Funds, Structured Finance, Private Equity, Commodity, Corporate Governance, Due Diligence, Litigation, Corporate Law, Derivatives, Mergers & Acquisitions, Risk Management
Education
The Catholic University of America, Columbus School of Law
Juris Doctor (JD)
Georgetown University
Bachelor of Science (BS), Finance
Fannie Mae January 2013 - Present
US Securities and Exchange Commission August 2003 - December 2012
Fannie Mae August 1999 - July 2003
Freddie Mac October 1995 - August 1999
Goldman Sachs March 1994 - July 1995
Salomon Brothers July 1992 - March 1994
Skills
Capital Markets, Finance, Securities Regulation, Securities, Portfolio Management, Hedge Funds, Structured Finance, Private Equity, Commodity, Corporate Governance, Due Diligence, Litigation, Corporate Law, Derivatives, Mergers & Acquisitions, Risk Management
Education
The Catholic University of America, Columbus School of Law
Juris Doctor (JD)
Georgetown University
Bachelor of Science (BS), Finance
Robin Paulk's Salomon Brothers Experience March 1989 - September 1995
Job Executive Administrative Assistant
Industry Hospital & Health Care
Experience
McKesson June 2002 - Present
e house Company April 2000 - April 2002
PSS September 1995 - April 2000
Salomon Brothers March 1989 - September 1995
Smith Barney Brokerage Firm October 1986 - March 1989
Goldome Bank March 1979 - October 1986
Skills
MS Word, PowerPoint, Microsoft Excel, Outlook, Kronos Timekeeping, Concur, Cisco WebEx Meetings, Meeting Planning, Meeting Scheduling, Organizing Meetings, Event Planning, Coordinate Meetings, Annual Meetings, Business Travel, Travel Planning, Online Travel, Employee Wellness..., Expense Reports, Handle Confidential..., Executive..., Office Management, Administration, Administrative..., Budgets, Healthcare, Management, Microsoft Word, Onboarding, Scheduling, Process Improvement
Education
Erie Community College 1977 — 1979
Secretarial Science
Kensington HS 1973 — 1977
Business Administration
McKesson June 2002 - Present
e house Company April 2000 - April 2002
PSS September 1995 - April 2000
Salomon Brothers March 1989 - September 1995
Smith Barney Brokerage Firm October 1986 - March 1989
Goldome Bank March 1979 - October 1986
Skills
MS Word, PowerPoint, Microsoft Excel, Outlook, Kronos Timekeeping, Concur, Cisco WebEx Meetings, Meeting Planning, Meeting Scheduling, Organizing Meetings, Event Planning, Coordinate Meetings, Annual Meetings, Business Travel, Travel Planning, Online Travel, Employee Wellness..., Expense Reports, Handle Confidential..., Executive..., Office Management, Administration, Administrative..., Budgets, Healthcare, Management, Microsoft Word, Onboarding, Scheduling, Process Improvement
Education
Erie Community College 1977 — 1979
Secretarial Science
Kensington HS 1973 — 1977
Business Administration
Salomon Smith Barney
Paine Webber
PaineWebber
Drexel Burnham Lambert
Salomon Brothers Inc.
Paine Webber, Inc
Soloman Smith Barney
Solomon Brothers