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
CPA at Shalik Morris & Co, LLP (formerly Malakoff Wasserman & Pecker CPA PC) July 2012 - Present
Marin & Montanye LLP August 2006 - June 2012
Franchise Management Inc November 1994 - May 2006
Thomas Decicco CPA January 1985 - November 1994
Salomon Brothers 1982 - 1984
PwC January 1980 - June 1982
Skills
Auditing
Education
Hofstra University
BBA, Accounting
State University of New York at Albany
Pursuing New Opportunity April 2013 - Present
LexisNexis October 2007 - March 2013
Seisint August 2003 - October 2007
Seisint / Edata.com September 2001 - August 2003
eDATA.com August 1999 - August 2001
Database Technologies July 1994 - August 1999
Catalyst Energy Technologies 1987 - 1994
Salomon Brothers 1986 - 1987
Prudential Bache 1985 - 1986
Young & Rubicam 1983 - 1986
Skills
Managing Events, Team Management, Event Planning, Logistics Management, Coordinating Events, Sales Management, Sales Process, Market Planning, Advertising, B2B Marketing, Delivering ROI, Cold Calling Experience, Project Management, Law Enforcement..., Government, Healthcare Industry, Fraud, Waste and Abuse, Social Media Marketing, Competitive Analysis, Marketing Communications, Media Planning, Office Administration, Microsoft Office, Community Outreach, Product Management, Account Management, Business Development, CRM, Leadership, Marketing Strategy, Product Marketing, Sales, Salesforce.com, Strategy
Education
Baruch College - New York
Computer Science
Pace University-New York
Marketing Finance Certification, Marketing
Kingsborough Community College
Associate of Arts and Sciences (AAS), Computer/Information Technology Administration and Management, College
Hammond Residential Real Estate September 2015 - Present
Independent Contractor March 2013 - Present
Independent Contractor March 2013 - Present
Investcorp 1990 - 1994
Union Bank of Switzerland 1987 - 1990
Salomon Brothers 1986 - 1987
Skills
First Time Home Buyers, Real Estate, Sellers, Condos, Relocation, Buyers, Referrals, Buyer Representation, Single Family Homes, Listings, Seniors, Luxury, Move Up Buyers, New Home Sales, Townhomes, Vacation Homes, Home Staging
Education
Harvard University
Bachelor of Liberal Arts in Extension, cum laude, Social Sciences
NYU Polytechnic Institute January 2012 - Present
Merrill Lynch May 1987 - March 1993
Salomon Brothers August 1982 - May 1987
Kidder Peabody & Co. June 1977 - August 1982
The Chase Manhattan Bank June 1973 - August 1975
Education
University of Oxford 1994 — 1996
DPhil(PRS), Political Geography
Harvard Business School 1975 — 1977
MBA, Finance
Princeton University 1969 — 1973
A.B., Anthropology, Classics, Economics
Phillips Academy, Andover, MA 1966 — 1969
Virtual Financial April 2014 - Present
Wallace Capital International, Ltd. March 2008 - Present
Chicago Luxury Beds January 2005 - Present
R.J. O'Brien February 1999 - March 2008
Thoreau Capital Management LLC February 2002 - January 2004
Salomon Smith Barney August 1997 - January 1999
Salomon Brothers August 1984 - August 1997
Staley Commodities June 1983 - July 1984
Skills
Strategic Planning, Management, Investments, Sales, Marketing, Leadership, Small Business, Entrepreneurship, Life Insurance, Team Building, Social Media Marketing, Marketing Strategy, New Business Development, Social Networking, Financial Services, Portfolio Management, Finance, Trading, Negotiation, Public Speaking, Asset Management, Loans, Real Estate, Property & Casualty..., Investment Strategies, Customer Service, Startup Development, Start-ups, Derivatives, Equities, Business Development, Risk Management, Hedge Funds, Capital Markets, Strategy
Education
Northwestern University - Kellogg School of Management 1991 — 1993
Master of Business Administration (MBA), International Finance & Marketing
Indiana University Bloomington 1979 — 1983
Bachelor of Arts (B.A.), Finance and Financial Management Services
VMware December 2013 - Present
Cisco August 2011 - December 2013
Cisco July 2005 - August 2011
Cisco April 1999 - July 2005
Salomon Brothers December 1996 - March 1999
Prudential Financial July 1994 - December 1996
UPS 1993 - July 1994
IBM February 1992 - May 1993
Skills
Cisco Technologies, Network Engineering, Data Center, VMware, Networking, FCoE, Network Architecture, Unix, NetApp, Unified Communications, Firewalls, Switches, LAN-WAN, Cisco IOS, Routing, Wireshark, QoS, Technical Presentations, Technical Sales..., Persuasive Presentations, Cisco UCS, Presenter, Presentations, Datacenter..., Technical Architecture, Cisco Nexus, Cloud Computing, VMware Infrastructure
Education
New Jersey Institute of Technology 1991 — 1993
MS, Electrical Eng & Systems
L.D College of Engineering - Ahmedabad 1986 — 1989
EE, Electrical Eng
B & B Polytechnic 1982 — 1985
AS, Electrical Eng
Laurus College September 2013 - Present
PathPoint September 2011 - Present
Salomon Brothers March 1985 - Present
PathPoint September 2011 - September 2013
Advanced Bioresearch Associates July 1993 - March 1997
National Airmotive Corporation March 1989 - January 1992
Pacific Securities, Inc April 1987 - May 1988
Salomon Brothers, Inc March 1984 - April 1987
SF Administrators March 1981 - March 1984
Skills
Career Counseling
Education
Laurus College 2012 — 2013
Medical Billing Certificate, Medical Billing and Coding
UBS Financial Services Inc April 2012 - Present
Morgan Stanley Smith Barney August 1995 - April 2012
Citigroup Global Markets 1992 - 1995
Salomon Brothers 1989 - 1992
Price Waterhouse Inc. 1986 - 1989
Education
Lehigh University 1982 — 1986
Bachelor of Science (B.S.), Accounting and Finance
Delbarton School 1978 — 1982
BNY Mellon June 1993 - Present
PBA50 1987 - Present
Thomson Financial June 1988 - June 1993
Salomon Brothers 1979 - 1988
Irving Trust Company June 1975 - May 1979
Skills
Finance, Trading, Alternative Investments, Equities, Management, Fixed Income, Derivatives, Financial Risk, Investments, Hedge Funds, Mutual Funds, Securities, Risk Management, Investment Banking, Financial Services, Banking, Portfolio Management, Asset Management
Education
Iona College 1975 — 1978
Master of Business Administration (MBA), Finance & Management
Iona College 1971 — 1975
Bachelor's Degree, Business/Managerial Economics, Magna cum laude - 3.69 / 4.0
Lotus Point Wellness June 2015 - Present
Pastoral Counseling and Care Ministries June 2011 - June 2015
Pastoral Counseling and Consultation Center 2009 - 2010
YMCA Youth and Family Services, Silver Spring - Bethesda 2008 - 2009
Iona College August 1997 - December 1997
Riverdale Country School 1996 - 1997
Goldman Sachs 1993 - 1995
Salomon Brothers 1989 - 1993
Accenture 1987 - 1989
Skills
Family Therapy, Psychotherapy, Mental Health, Adolescents, Group Therapy, Mental Health Counseling, Adults, Self-esteem, Behavioral Health, Stress Management, Therapists, Life Transitions, Parenthood, Stress, Mindfulness, Treatment, Individual Counselling, Interventions, Young Adults, Adolescent Therapy, Google Groups, Anger Management, Co-occurring Disorders
Education
Loyola University, Maryland 2007 — 2011
MS, Pastoral Counseling
New York University - Leonard N. Stern School of Business 1991 — 1996
MBA, International Business
Lehigh University 1983 — 1987
BS, Economics
Arma Partners 2013 - Present
Citi 2001 - 2012
Salomon Smith Barney 1998 - 2001
Salomon Brothers 1994 - 1998
Education
The University of Western Ontario - Richard Ivey School of Business 1992 — 1994
Master of Business Administration (MBA)
The University of Western Ontario 1984 — 1989
Bachelor of Engineering (B.Eng.)
RBC Capital Markets April 2012 - Present
Writers' Trust of Canada 2011 - Present
Canada's National History Society 2011 - Present
Liberal Party of Canada January 2012 - August 2013
Morgan Stanley June 2006 - April 2012
Citigroup 2002 - 2006
DLJ 1998 - 2000
Alex. Brown 1997 - 1998
Salomon Brothers - London 1991 - 1998
Salomon Brothers 1986 - 1997
Skills
IPO, Leveraged Finance, Mergers, Investment Banking, Strategic Advisory, Equity Capital Markets, Capital Markets, LBO, Financial Structuring, Investments, Mergers & Acquisitions, Private Equity, Strategy, Venture Capital, Valuation, Corporate Finance, Finance
Education
The University of Western Ontario - Richard Ivey School of Business 1987 — 1989
MBA, Finance, With Distinction, Dean's List
University of Toronto - University of Trinity College 1982 — 1986
BA, History & English
Ashbury 1979 — 1982
United Nations January 2014 - Present
City of New York January 2002 - December 2013
Bloomberg 1981 - 2001
Salomon Brothers June 1966 - September 1981
Education
Harvard Business School 1964 — 1966
MBA
The Johns Hopkins University 1960 — 1964
Bachelor of Science, Electrical Engineering
Care for the Homeless September 2014 - Present
Book on operational risk management January 2009 - Present
UBS Wealth Management January 2007 - Present
UBS Wealth Management October 2012 - Present
UBS Wealth Management September 2003 - January 2007
PaineWebber September 1993 - August 2003
Paine Webber September 1988 - August 1993
Salomon Brothers September 1987 - August 1988
Morgan Stanley July 1985 - August 1987
Skills
Operational Risk..., Information Security, Strategic Planning, Risk Management, Enterprise Risk..., Business Continuity, Governance, Business Process, Risk Analysis, Program Management, Data Privacy, Risk Assessment, Financial Risk, Operational Risk, Management, Finance, CISSP, Strategy, Sarbanes-Oxley Act, Business Transformation, Information Security..., ISO 27001, IT Strategy
Education
Harvard University Graduate School of Design
Masters, City Planning
Massachusetts Institute of Technology
Bachelor of Science
Merrill Lynch August 2011 - April 2013
UBS Investment Bank January 1994 - September 2011
Felicite.com, Inc. January 1999 - May 2009
Chinese Language School of Connecticut May 2002 - May 2005
Swiss Bank Corporation 1993 - 1999
SBC Warburg 1992 - 1999
McKinsey & Company June 1992 - June 1994
Salomon Brothers June 1986 - December 1988
Skills
Derivatives, Currency, Management, E-commerce, Precious Metals, Structured Products, FX trading, Hedge Funds, Credit Derivatives, Swaps, Fixed Income, FX Options, Emerging Markets, Options, Commodity, Equity Derivatives, Trading, Risk Management, Capital Markets, Foreign Exchange, Electronic Trading, Trading Systems, Investment Banking, Interest Rate..., Equities, Hedging, Alternative Investments, Equity Trading, Trading Strategies, Market Risk, Quantitative Investing, Valuation, Proprietary Trading, Investment Strategies, FX Trading, Finance, Private Equity, Securities, Bloomberg, Bonds, Financial Markets, Rates, Treasury, Prime Brokerage, Financial Structuring, Asset Management, Equity Research, Low Latency, Structured Finance, Investments
Education
Harvard Law School 1989 — 1992
JD, Corporate and Banking law, cum laude
Cambridge University 1984 — 1986
Ma, Computer Science, 2/1
University of Michigan 1979 — 1984
BS, Economics
University of Michigan 1979 — 1984
BSE, Electrical and Computer Engineering
Morgan Stanley Wealth Management April 2013 - Present
Citi January 2010 - Present
Citi April 1994 - June 2000
Salomon Brothers April 1994 - May 2000
JPMorgan Chase 1994 - 1994
Skills
Disaster Recovery, Operational Risk, Virtualization, Operations Management, Desktop Environment, IT Service Management, Service Delivery, Server Administration, Systems Administration..., Client Liaison, Helping Clients Succeed, ITIL Certified, Management, System Administration, Vendor Management, Data Center, Project Delivery, Infrastructure, Integration, Business Continuity, Servers, System Deployment, PMO, Cloud Computing, ITIL, Technical Support, Business Analysis, Process Improvement, Project Management
Education
Howard University
Bachelor of Business Administration (B.B.A.), Computer Based Management Information Systems
Citigroup 1998 - Present
ASEA 2012 - 2012
Smith Barney 1997 - 1998
Salomon Brothers 1976 - 1997
Skills
Business Planning, Asset Management, Capital Markets, Leadership Development, Financial Services, Strategic Partnerships, Investment Banking, Strategy, Equities, Entrepreneurship, Sales, Marketing, Management Consulting, Management, Series 7, Team Building, Analytics, Coaching, Hedge Funds, Derivatives, Business Development, Marketing Strategy, Fixed Income, Executive Management, Analysis, Leadership, Corporate Finance, Program Management, Competitive Analysis, Due Diligence
Education
Transformational Energy Healing Two Year Program - Torrington, CT 2006 — 2008
AADP Board Certified Holistic Health Practitioner, Transformational Energy Healing
Iona College 1962 — 1966
Bachelor of Business Administration (BBA), Finance/Economics
Cardinal Hayes High School
St. Margaret's of Cortona Grammar School
Lark Research, Inc. April 1991 - Present
NYSSA 1995 - 2003
Salomon Brothers January 1987 - January 1991
Bank of Boston June 1983 - December 1986
Skills
Security Analysis, Economic Analysis, Market Analysis, Investments, Investment Strategies, Investment Advisory
Education
Harvard Business School 1981 — 1983
MBA
Bowdoin College 1973 — 1977
A.B., Mathematics and Economics
Canyon Partners, LLC 2006 - Present
Integrated Finance Limited 2004 - 2006
Western Asset Management 2003 - 2004
JP Morgan Chase 2001 - 2003
Credit Suisse First Boston 2000 - 2001
Moore Capital Management 1996 - 2000
Alliance Capital Management 1994 - 1996
Salomon Brothers 1989 - 1994
IIT Research Institute 1988 - 1989
Purolator Courier 1987 - 1988
Skills
Enterprise Architecture, Trading Systems, Cybersecurity, Software Development, Portfolio Management, IT Transformation, Electronic Trading, Operational Risk..., Credit Derivatives, Business Intelligence, Hedge Funds, IT Strategy, Disaster Recovery, Risk Management, Vendor Management, Data Center, Alternative Investments, Virtualization, Trading, Project Management, Fixed Income, Equities, Team Building, Management, Agile Methodologies, Private Equity, Organizational..., Investment Banking, Mutual Funds, Financial Services, Capital Markets, Salesforce.com, IT Operations, Business Relationship..., Data Warehousing, Quantitative Analytics, Thought Leadership, Integration, Business Process..., Legal Compliance, Operational Due..., Strategic Planning, Market Data, Telecommunications, Mergers & Acquisitions, Data Network Design, Cloud Computing, Product Management, Information Technology, Technology
Education
Ithaca College 1982 — 1987
BA, Computer Science
J. P. Morgan Securities LLC September 2012 - Present
AllianceBernstein March 2008 - September 2012
Caisse des dépôts 1991 - 1994
Bellemead Development Corporation 1983 - 1987
Salomon Brothers 1982 - 1982
PwC 1979 - 1981
Skills
Certificed Public..., Financial Services, Securities, Corporate Finance, High Net Worth..., Management, Accounting, Investments, Equities
Education
Harvard Business School 1981 — 1983
Masters in Business Administration, Finance and Real Estate
University of Pennsylvania - The Wharton School 1975 — 1979
Bachelor of Science in Economics, Accounting and Finance
Bank of Montreal August 2015 - Present
Capital Markets Advisors LLC January 2015 - July 2015
Bank of America Merrill Lynch 2006 - 2014
Bear Stearns & Co. Inc. 2002 - 2006
Bear Stearns Financial Products Inc. & Bear Stearns Trading Risk Management Inc. 1994 - 2002
Lehman Brothers Holdings Inc. 1992 - 1994
Westpac 1989 - 1992
Salomon Brothers 1988 - 1989
Salomon Brothers 1987 - 1988
Salomon Brothers 1986 - 1987
Skills
Derivatives, Fixed Income, Banking, Dodd-Frank, FACTA, ISDA, Loans, Credit, Credit Risk, Risk Management, GMRA, Manage Client..., Document Review, Onboarding, Regulatory Requirements, Series 24, Series 7, Series 63, Integration, Process Improvement, Product Development, Project Management, Business Process..., Client Relations, Client Services, Client Development, Team Leadership, Recruiting
Education
Iona College 1979 — 1983
Finance, BBA
JPMorgan Chase 2014 - Present
Lloyds Banking Group - North America 2008 - 2013
Bank of America 1996 - 2007
Salomon Brothers 1994 - 1996
Skills
AML, Banking, Capital Markets, Corporate Governance, Derivatives, FINRA, Financial Analysis, Financial Regulation, Financial Risk, Financial Services, Fixed Income, Hedge Funds, Investment Banking, KYC, Privacy Law, Risk Management, Securities
Education
Howard University 1990 — 1994
Bachelor's degree, Mathematics and Computer Science
EyeNetra 2015 - Present
Fast Forward Ventures 2013 - Present
ShopWell 2009 - 2013
IBF Corporate Venturing Conference 2007 - 2013
New Venture Partners 2002 - 2013
Lucent Technologies 1998 - 2001
The Boston Consulting Group 1992 - 1997
Emerald Systems 1989 - 1990
Salomon Brothers 1987 - 1989
New York Egg Cream Company June 1982 - August 1982
Skills
Venture Capital, Corporate Development, Entrepreneurship, Start-ups, Mergers, Private Equity, Strategic Partnerships, Business Strategy, Investments, Business Development, Mobile Devices, Product Management, Due Diligence, Strategy, Venture Financing, Start-up Ventures, Growth Capital, Incubation, New Ventures, Early Stage Companies, New Venture Development, Go-to-market Strategy, Mergers & Acquisitions, Leadership, Managing Start-ups, Angel Investing, Business Planning
Education
Harvard Business School
MBA
Yale University
Bachelor of Arts (BA), Computer Science and Psychology
The New School For Social Research
TransRe January 2015 - Present
Enterprise Engineering Inc. June 2014 - October 2014
Citigroup 2011 - 2014
Credit Suisse 2009 - 2011
Farley Capital L.P. 2007 - 2009
JP Morgan Chase 2004 - 2007
Business Information Services, Inc. 2003 - 2004
Societe Generale 1996 - 2002
Salomon Brothers 1985 - 1996
Skills
Trading, Electronic Trading, Management, Quality Assurance, Testing, Back Office, Fixed Income, Derivatives, Equities, Investment Banking, Capital Markets, Hedge Funds, Trading Systems, Business Analysis, Vendor Management, Financial Services, Securities, Risk Management
Education
Hofstra University
BS
New York University - Leonard N. Stern School of Business
MBA
Syfoglomad February 2011 - Present
Applied Global Macro Research, LLC August 2008 - Present
Merrill Lynch 1992 - 2005
Salomon Brothers October 1984 - October 1992
Skills
Hedge Funds, Investments, Equities, Derivatives, Fixed Income, Capital Markets, Alternative Investments, Asset Management, Financial Markets, Finance, Business Strategy, Management, Portfolio Management, Risk Management, Strategy, Financial Analysis, Trading, Investment Banking, Emerging Markets, Trading Systems
Education
Saint Anselm College 1980 — 1984
BA, Political Science
Harvard Business School
Advanced Management Program
Wellington Management Company, LLP May 1987 - December 2010
Salomon Brothers May 1986 - August 1986
New England Financial May 1983 - August 1985
Skills
Strategy, Bonds, Portfolio Management, Hedge Funds, Investments, Fixed Income, Asset Allocation, Wealth Management, Private Equity, Securities, Alternative Investments, Investment Management, Structured Finance, Venture Capital, Equity Research, Bloomberg, Investment Strategies, Emerging Markets, Mutual Funds, Asset Management, Derivatives, Valuation
Education
Harvard University 2013 — 2013
2013 Fellow, Advanced Leadership Initiative
Massachusetts Institute of Technology - Sloan School of Management 1985 — 1987
MSM 1987, Finance
Tufts University 1979 — 1983
BS, Economics & Computational Math
Schneider Gallery December 2011 - Present
Los Angeles Center for Digital Art February 2011 - Present
Rocky Mountain School of Photography 2010 - Present
Doug Ness Photography, LLC January 2008 - Present
Self January 2008 - Present
Citi January 1997 - January 2008
Salomon Brothers June 1993 - January 1997
Skills
Digital Photography, Portrait Photography, Fine Art Photography, Bonds, Photography, Photoshop, Lightroom
Education
Rocky Mountain School of Photography
University of Chicago Graduate School of Business
MBA
Indiana University Bloomington 1986 — 1990
BS, Finance
Compass Group North America Food Service Management April 2010 - Present
Public Speaker October 2010 - Present
West Virginia University School of Journalism October 2008 - Present
Fox Cable Networks April 2004 - August 2007
Cox Communications January 2004 - April 2004
Cox Communications January 2001 - April 2004
Cox Communications August 1995 - January 2001
Salomon Brothers August 1989 - July 1991
Skills
Integrated Marketing, Marketing Strategy, Direct Marketing, Digital Marketing, Leadership, Marketing, Market Research, Team Building, Management, Brand Management, Social Media, Negotiation, Email Marketing, Advertising, Product Development, Public Relations, Marketing Management, New Business Development, CRM, Training, Sales, Business Strategy, Strategic Planning, Public Speaking, Strategy, E-commerce, Cable Television, Digital Media, Food & Beverage, Food Industry, Sports Marketing, Sales Growth, Business Development, Brand Equity, Brand Implementation, Customer Retention, Interactive Marketing, Marketing Communications, Written & Oral..., Customer Acquisition, Mobile Marketing, Mobile Technology, People Development, Leadership Development, Entrepreneurship, Creative Services, Market Analysis, Mobile Communications, Media, Marketing Research
Education
Harvard Business School 1993 — 1995
MBA, General Management
Trinity College-Hartford 1985 — 1989
BA, Economics
McLagan September 2001 - Present
Tower Hill Capital 2000 - 2001
Merrill Lynch 1997 - 2000
Gemini Consulting 1990 - 1997
Salomon Brothers 1987 - 1989
Skills
Management Consulting, Private Wealth..., Market Planning, Restructuring, Deferred Compensation, Strategy, Wealth Management..., Wealth Management, Financial Services, Venture Capital, Investment Banking, Consulting, Banking, Leadership, Management, Private Equity, Mergers & Acquisitions, Portfolio Management, Investments, Asset Management
Education
INSEAD 1990 — 1990
MBA
Queen's University 1983 — 1987
Bachelors, Commerce
.406 Ventures 2013 - 2013
The McGraw Hill Companies 2010 - 2012
Morgan Stanley 2007 - 2009
Morgan Stanley 2001 - 2007
Morgan Stanley 2000 - 2001
Morgan Stanley 1998 - 1999
Booz Allen Hamilton 1995 - 1998
Salomon Brothers 1994 - 1994
Bankers Trust 1992 - 1993
Smith Barney, Harris Upham 1990 - 1992
Skills
Strategy Development, New Business Development, Strategic Partnerships, Digital Strategy, Digital Innovation, E-commerce, Organizational Change, Cross Selling, Cost Reduction, Growth Planning, Change Management, Management Consulting, Cross-functional..., International Growth, Portfolio Management, Investment Banking, Mergers, Outsourcing, Spin-offs, Company Acquisitions, Asset Management, M&A due diligence, Team Management, Sales Management, Wealth Management, Business Strategy, Strategic Planning, Vendor Management, Securities Offerings, Corporate Development, Financial Markets, Capital Markets, Financial Data, E-learning, Educational Technology, Financial Technology, Strategy, Due Diligence, Growth Management, Venture Capital, Start-ups, Mergers & Acquisitions, E-Learning, Business Planning, Finance, Investments, Corporate Finance
Education
The Tuck School of Business at Dartmouth 1993 — 1995
M.B.A.
Harvard University 1984 — 1988
A.B.
Belmont High School
Martha Stewart Living Omnimedia 2011 - Present
Independent Consultant 2009 - 2010
Sferra Bros 2005 - 2008
Virgin Electronics 2003 - 2005
Martha Stewart Living Omnimedia 2001 - 2003
LivePerson 2000 - 2001
Robertson Stephens 1997 - 1999
Salomon Brothers 1995 - 1997
Tiffany 1989 - 1993
Skills
Start-ups, Finance, Strategy, Recruiting, Retail, Forecasting, Merchandising, Cross-functional Team..., Analysis, Budgets, Marketing, P&L Management, Competitive Analysis, Strategic Financial..., Strategic Planning, Business Strategy, Leadership, Business Development
Education
Stanford University Graduate School of Business 1993 — 1995
MBA, Finance, Operations
Harvard University 1981 — 1986
BA, History
Pentagon Federal Credit Union January 2013 - Present
Bank Hapoalim June 2000 - November 2012
Merrill Lynch Investment Managers November 1999 - June 2000
Salomon Brothers March 1989 - June 1998
Skills
Disaster Recovery, Business Continuity, Software Project..., IT Management, Security, Integration, CICS, IT Strategy, Risk Management, Banking, Virtualization, VMware, Data Center, Network Security, Websphere, SQL, SharePoint, Product Management, Information Security
Education
Kaplan University
Bachelor of Science (BS), Computer Science in Networking and Telecommunications, 4.0
Algorithmic Investment Models January 2009 - Present
Predict Wall Street April 2008 - October 2008
Generous Returns Capital Management September 2005 - March 2008
Epoch Invesment Partners January 2005 - May 2005
Altair Capital Management April 2004 - December 2004
Lamarck Inc April 1988 - June 2002
BEA Associates / Credit Suisse May 1990 - January 1998
Credit Suisse Asset Management (formerly BEA Associates) 1990 - 1997
Salomon Brothers June 1988 - September 1989
Skills
Valuation, Investments, Hedge Funds, Alternative Investments, Fixed Income, Equities, Venture Capital, Private Equity, Portfolio Management, Derivatives, Asset Managment, Financial Modeling, Trading, Asset Allocation, Risk Management
Education
Harvard University, John F. Kennedy School of Government 1986 — 1988
MPP, Public Policy
The University of Chicago 1984 — 1986
BA, Mathematics, Physics
Ohio Northern University 1982 — 1983
Mathematics, Physics
Perella Weinberg Partners 2013 - Present
Morgan Stanley 1998 - 2013
Salomon Brothers 1997 - 1998
Sullivan & Cromwell LLP 1994 - 1997
Skills
Investments
Education
University of Chicago Law School 1991 — 1994
Doctor of Law (JD)
Harvard University 1986 — 1990
Bachelor of Arts (BA)
Citi September 2013 - Present
Citigroup January 2012 - August 2013
Citigroup 2005 - January 2012
Salomon Smith Barney 1999 - 2005
Salomon Brothers 1996 - 1998
Volta River Authority September 1989 - October 1992
Skills
Risk Management, Financial Analysis, Integration, Project Portfolio..., Change Management, IT Strategy, Vendor Management, Trading Systems, Project Management, Fixed Income, Process Improvement, Management, Disaster Recovery, Requirements Analysis, Capital Markets, Strategic Planning, Electronic Trading, Virtualization, Analysis, Corporate Finance, PMO, Financial Services, Portfolio Management, ITIL, Software Project..., Governance, Banking, Business Strategy, Financial Markets, Program Management, Management Consulting, Asset Managment, SDLC, PMP, Cross-functional Team..., Business Process..., Infrastructure, Business Analysis, Derivatives, CRM, Team Leadership, IT Audit, Visio, Data Center, Enterprise Architecture, Business Objects, Operational Risk..., Business Continuity, Equities, IT Management
Education
New York Institute of Technology-Old Westbury 1993 — 1995
MSc, Electrical and Electronic Engineering
Kwame Nkrumah' University of Science and Technology, Kumasi 1982 — 1987
BSc, Electrical and Electronic Engineering
Green Lane Partners, LLC 2007 - Present
Provident Investment Counsel 1995 - 2007
Salomon Brothers 1992 - 1993
Salomon Brothers 1989 - 1992
Education
University of California, Los Angeles - The Anderson School of Management 1993 — 1995
MBA, Finance
Harvard College 1985 — 1989
AB, Economics
Capital Strategies, Inc. 1992 - Present
LPL Financial 2011 - Present
Salomon Brothers March 1989 - March 1992
Ernst & Whinney March 1987 - March 1989
Goldman Sachs March 1984 - March 1987
Price Waterhouse June 1981 - March 1984
Skills
Retirement Planning, Securities, Estate Planning, Investment Advisory, Portfolio Management, Finance, Asset Allocation, Financial Advisory, Insurance, Fixed Annuities, IRAs, FINRA, Risk Management, Employee Benefits, Investment Banking, Disability Insurance, Investments, Retirement, Mergers, Series 7 held through...
Education
Iona College - Hagen Business School 1985 — 1987
Master of Business Administration (MBA), Finance
Iona College 1977 — 1981
BBA, Accounting
Andion Capital 2007 - Present
Renewal Capital June 2010 - May 2013
BlackRock 2005 - 2007
Vestar Capital Partners 1993 - 2005
Salomon Brothers 1987 - 1989
Skills
Private Equity, Consulting, Due Diligence, Managerial Finance
Education
Harvard Business School 1991 — 1993
MBA
Yale University 1983 — 1987
BA, History
Lloyds Banking Group April 2015 - Present
Popofsky Capital 2013 - April 2015
Faros Trading LLC 2011 - 2013
BNP Paribas 2004 - 2010
Royal Bank of Scotland 1999 - 2004
Lehman Brothers 1997 - 1999
Goldman Sachs 1989 - 1997
Salomon Brothers 1983 - 1989
Arthur Young 1979 - 1983
Skills
Trading, Options, Hedging, Investment Banking, Portfolio Management, Alternative Investments, Asset Managment, Investments, Asset Management, Rates, Structured Products, Mutual Funds, Interest Rate..., Equity Derivatives, Bloomberg, Banking, Credit, Fixed Income
Education
Hofstra University
BBA, Accounting
Kennedy High School, Bellmore, NY
HS diploma, general
Goldman Sachs 1997 - Present
Salomon Brothers 1994 - 1997
Education
Indian Institute of Technology, Roorkee
University of Alabama at Birmingham
TD Asset Management USA Inc. July 2009 - Present
MFM International June 2003 - June 2008
Standish Mellon Asset Management June 1995 - April 2003
Salomon Brothers November 1988 - June 1995
Skills
Bloomberg, Excel, Access, Word, Fixed Income, BondEdge, Yield Book
Education
Hofstra University
BBA, Banking and Finance
Google November 2013 - Present
Google February 2011 - October 2013
Google June 2007 - January 2011
EMI Music 2001 - 2007
Excite@Home 1999 - 2001
Braxton Associates 1998 - 1999
Salomon Brothers 1994 - 1995
Deloitte Consulting 1992 - 1995
Skills
Strategic Partnerships, Digital Media, Business Development, E-commerce, Monetization, Digital Strategy, Product Marketing, Gift Cards, Online Advertising, Business Strategy, Business Analysis, Music Industry, Promotions, Wireless, Mobile Devices, Mobile Marketing, Leadership, Digital Marketing, Start-ups, SEM, Mobile Applications, Mobile Advertising
Education
Harvard Business School 1996 — 1998
MBA
University of Michigan 1988 — 1992
BA
St. Johns Country Day School July 2011 - Present
The Roxbury Latin School July 2007 - June 2011
The Roxbury Latin School August 2002 - June 2011
Milton Academy September 1999 - August 2002
Vectron International Formerly Oak Frequency Control Group March 1998 - May 1999
Oak Industries, Inc. May 1996 - May 1999
Credit Suisse First Boston September 1992 - March 1995
Salomon Brothers July 1991 - August 1992
United States Marine Corps October 1983 - February 1989
Skills
Admissions, Community Outreach, Editing, Alumni Relations, Educational Leadership, Volunteer Management, Curriculum Development, Program Development, Microsoft Word, Analysis, Customer Service, Corporate Finance, Spanish, Public Relations, Data Analysis, Leadership Development, Nonprofits, Staff Development, Teaching, Curriculum Design
Education
Harvard Business School 1989 — 1991
MBA, Finance
Tufts University 1979 — 1983
BA, Classics, cum laude
R2T2 Laboratories Inc. January 2012 - Present
Media Fix 2006 - Present
Taran Swan Consulting 2002 - Present
Nickelodeon/MTV Networks 1993 - 2002
Walt Disney Company 1991 - 1993
Salomon Brothers 1985 - 1989
AT&T Bell Laboratories 1984 - 1985
Skills
Strategic Partnerships, Digital Media, Start-ups, Digital Strategy, Strategy, Integrated Marketing, Entrepreneurship, New Media, Digital Marketing, Entertainment, E-commerce, Marketing Strategy, Television, Content Strategy, Online Advertising, Marketing, Executive Management, Analytics, Social Media Marketing, Mobile Devices, Brand Development, Advertising, Competitive Analysis, Executive Coaching
Education
Harvard Business School
MBA
University of California, Berkeley
A.B., Computer Science
Scout Investments July 2009 - Present
TrendStar Advisors, LLC, Overland Park, Kansas August 2003 - June 2009
Kornitzer Capital Management, Inc. January 1993 - August 2003
Waddell & Reed June 1990 - January 1993
Salomon Brothers May 1989 - December 1989
Lockheed Martin May 1987 - August 1988
TRW, Inc. August 1984 - May 1987
Draper Laboratory July 1983 - August 1984
TRW, Inc. June 1981 - December 1982
Skills
Equities, Portfolio Management, Financial Modeling, Equity Research, Investments, Mutual Funds, Board of Directors, Advisory Boards, Alternative Investments, Options Strategies, Fixed Income, Investment Strategies, Investment Management, Asset Allocation
Education
Massachusetts Institute of Technology 1983 — 1984
SM, Aeronautics and Astronautics
University of Kansas 1977 — 1981
BS - with Highest Distinction, Physics
Indiana University Bloomington 1988 — 1990
MBA, Finance
SITA July 2009 - Present
Barclays Capital 1996 - 2008
Salomon Brothers 1994 - 1996
Grumman Aerospace 1983 - 1994
Skills
Agile, PMP, IEEE, Agile Methodologies, Scrum, SDLC, Software Development, Business Analysis, Software Engineering, Agile Methodolgy, Agile Leadership, SQL, Risk Management, Project Management, Program Management, Leadership, Management, Testing, Team Leadership, CMMI, Integration, Resource Management, IT Strategy, Enterprise Software, Project Portfolio..., Process Improvement, PMO
Education
Hofstra University 2008 — 2008
New York Institute of Technology 1985 — 1987
MS, Computer Science
Resources Global Professionals January 2015 - Present
Client Attraction February 2012 - May 2014
inXpay, Inc. July 2007 - February 2012
Cornerstone Asset Management May 1993 - January 2012
Whitby School March 2002 - February 2004
KPMG Advisory July 1988 - October 1992
Salomon Brothers June 1987 - August 1987
KPMG July 1982 - July 1986
Skills
Business Strategy, Business Process..., Project Management, Relationship Management..., Written and Oral..., Electronic Invoicing /..., Income Tax Preparation,..., Strategic Thinking, Financial Planning, Financial Analysis, Financial Reporting, Financial Modeling, Financial Management, Financial Accounting, Management Consulting, Strategy, Strategic Financial..., Entrepreneurship, Finance, Budgets, Analysis, Business Planning, Due Diligence, Management, Mergers & Acquisitions, Managerial Finance, Investments, Banking, Executive Management, Accounting
Education
Harvard Business School 1986 — 1988
MBA, Finance and General Management
University of Tampa 1977 — 1982
Bachelor of Science, Cum Laude, Accounting
Napier Investment Advisors August 1992 - Present
Salomon Brothers July 1985 - February 1992
Data Resources, McGraw-Hill September 1977 - July 1984
Skills
International Economics, Statistical Modeling, Financial Modeling, Macro, Quantitative Analysis, Fixed Income, Valuation, Equities, Investment Strategies, Trading Strategies, Economics, Portfolio Management, Commodities, FX, Emerging Markets, Hedge Funds, Rates
Education
Harvard University 1968 — 1979
PhD, AB,AM, Economics
一橋大学 / Hitotsubashi University 1974 — 1975
DriveWealth LLc. September 2013 - Present
AlgoPartners, LLC September 2010 - Present
Mismi Inc. October 2007 - September 2010
Mismi Inc. October 2007 - September 2010
Mismi Inc. October 2007 - September 2010
Bloomberg Ltd. February 2002 - December 2007
Merrill Lynch June 1997 - December 2001
Salomon Brothers January 1993 - June 1998
AT&T 1985 - 1992
Skills
Fixed Income, Trading Systems, Market Data, Trading, Equities, Electronic Trading, Low Latency, Risk Management, Business Analysis
Education
Indiana University Bloomington
Computer Science
New Jersey Institute of Technology
BS, Computer Science
Blue Sea Capital LLC 2012 - Present
Brockway Moran & Partners 2002 - 2012
Code Hennessy & Simmons LLC 1998 - 2000
Salomon Brothers 1996 - 1998
Education
Harvard Business School 2001 — 2002
Master of Business Administration (MBA)
Princeton University 1992 — 1996
BA, Economics
Savannah Country Day School 1980 — 1992
HighWave Energy Inc. May 2014 - Present
Millennium Challenge Corporation (U.S. government) 2012 - 2014
Rock Capital LLC 1997 - 2012
NatWest Markets 1991 - 1996
Salomon Brothers 1984 - 1991
McKinsey & Company 1983 - 1983
Skills
Mergers & Acquisitions, Start-ups, Capital Markets, Investments, Management, Investment Banking, Strategic Planning, Due Diligence, Hedge Funds, Finance, Asset Management, Corporate Finance, Strategy, Entrepreneurship, Business Strategy, Social Impact
Education
Stanford University Graduate School of Business
MBA
Haverford College
Bachelor of Arts (B.A.)
University of North Carolina at Chapel Hill
Taft School
Bruderman Brothers, LLC January 2014 - Present
Compass Advisers Group, LLC March 2014 - Present
Caumsett Capital January 2010 - Present
Sherborne Investors 2006 - 2010
Citi 1997 - 2006
Salomon Brothers 1997 - 2005
SG Warburg 1993 - 1997
Lehman Brothers 1987 - 1993
Skills
Investment Banking, Hedge Funds, Equity Research, Special Situations, Equities, Alternative Investments, Fixed Income, Asset Managment, Valuation, Investments, Mergers, Corporate Finance
Education
Harvard Business School
MBA
Massachusetts Institute of Technology
BSEE, Electrical Engineering
Wall Street Bank 2014 - Present
Deutsche Bank November 1999 - December 2013
Salomon Brothers 1993 - 1999
Skills
Trading Systems, Investment Banking, Derivatives, Fixed Income, Credit Derivatives, Electronic Trading, Capital Markets, Equity Derivatives, Equities, Prime Brokerage, Market Data, FX Options, Middle Office, Interest Rate..., Trading
Education
Indian Institute of Technology, Kharagpur 1984 — 1985
M. Tech., Computer Science
National Institute of Technology Warangal 1979 — 1983
B. Tech., Electronics and Communications Engineering
PPMT Strategic Group November 2014 - Present
Unify Biotechnologies, LLC., formerly BioCelerate LLC September 2014 - Present
European American Capital Partners October 2004 - October 2014
UCC Capital Corporation October 2000 - October 2004
Merrill Lynch August 1998 - January 2000
JP Morgan August 1994 - April 1998
Bear Stearns 1992 - 1994
Salomon Brothers 1990 - 1992
Tradition North America January 1990 - December 1990
Vantage Financial Corp April 1989 - December 1989
Skills
Mergers & Acquisitions, Strategy, Commodity, Capital Markets, Finance, Due Diligence, Valuation, Structured Finance, Financial Structuring, Investments, Executive Management, Equities, Business Strategy, Mining, Venture Capital, Restructuring, Private Equity, Trading, Strategic Planning, Financial Modeling, Investment Banking, Mergers, New Business Development, Start-ups, Portfolio Management, Corporate Finance, Energy, Emerging Markets, Investor Relations, Acquisitions, Funding, Financial Analysis, Private Placements, Corporate Development, Capital
Education
Princeton University 1981 — 1985
Economics, Class of 1985, Political Economy
Harvard University 1982 — 1982
Business/Managerial Economics
Heriot-Watt University 2011 — 2013
Post Graduate Studies in Business Administration, Business/Managerial Economics
Salomon Brothers June 1988 - October 1997
Education
Kingsborough Community College
A.A.S, Early Childhood
U.S. Office of Personnel Management (OPM) December 2012 - September 2014
U.S. Department of Justice February 2010 - December 2012
World Professional Association of Transgender Health 2007 - 2011
ACLU September 2003 - February 2010
Jenner & Block 2002 - 2003
Mass LGBT Bar Assn 1997 - 2000
Salomon Brothers 1995 - 1996
Skills
Civil Litigation, Litigation, Civil Rights, Appeals, First Amendment, Constitutional Law, Federal Government, Employment..., Gender Identity, Sex Discrimination, Family Law
Education
Harvard Law School 1997 — 2000
J.D.
University of Virginia
Retirement August 2010 - Present
bideawee 2006 - 2010
NSA Computer Exchange Corp 2001 - 2006
Salomon Brothers 1991 - 2001
Skills
Project Management, Data Center, Social Media, Management, IT Strategy, Security, Cloud Computing, Disaster Recovery, SaaS, Integration, Managed Services, Public Speaking, Enterprise Software, Program Management
Education
Polytechnic Institute of NY 1973 — 1976
Master of Science (MS), Computer Science
Hofstra University 1964 — 1973
Bachelor of Science (BS), Electrical and Electronics Engineering
Wells Fargo Home Mortgage July 2012 - Present
Aviva August 2008 - July 2012
Ameriprise Financial Services, Inc. October 2005 - August 2008
AmerUs Home Lending June 2002 - January 2004
MEP Jobs November 1999 - June 2002
K.R. Jones Entereprises October 1995 - December 1999
Salomon Brothers December 1994 - October 1995
Skills
Visio, Requirements Analysis, Business Analysis, SDLC, Business Requirements, Software Documentation, Business Process..., Process Improvement, IT Strategy, Business Process, Cross-functional Team..., Databases, CRM, Quality Assurance, Analysis, Management, Leadership, Data Analysis, Software Development, Requirements Gathering, Project Planning, Insurance, SharePoint, Project Portfolio..., Perl
Education
Iowa State University 1998 — 2001
MBA
University of Central Florida 1990 — 1994
B.S. Computer Science
Deutsche Bank October 2014 - Present
Citi April 2010 - April 2014
Pershing, a BNY Mellon company April 2007 - March 2010
Fidelity Investments March 2005 - March 2007
ASTEC Consulting 2003 - 2005
IBLX May 2001 - February 2003
Deutsche Bank January 2000 - May 2001
Lehman Brothers 1986 - 2000
Salomon Brothers December 1978 - May 1986
Skills
Capital Markets, Equities, Securities, Hedge Funds, Derivatives, Asset Management, Alternative Investments, Investment Banking, Fixed Income, Portfolio Management, Series 63, Series 7, Bloomberg
Education
Hobart and William Smith Colleges 1974 — 1978
Bachelor of Arts (B.A.), Economics
KCG Holdings, Inc. April 2011 - October 2014
Strategies for Wealth August 2010 - May 2014
ING June 2004 - October 2010
Credit Lyonnais Securities July 2000 - June 2004
HSBC July 1998 - July 2000
RBS Greenwich Capital June 1996 - June 1998
PaineWebber Inc. June 1992 - June 1996
Salomon Brothers November 1987 - June 1992
Skills
Credit, Asset Management, Credit Risk, Series 7, Insurance, Due Diligence, Risk, Risk Management, Derivatives, Fixed Income, Financial Analysis, Bloomberg, Credit Analysis, Hedge Funds, Series 63, Term Life Insurance, Whole Life, Asset Managment, Financial Risk, Mutual Funds, Finance, Capital Markets, Portfolio Management
Education
Stony Brook University 1983 — 1987
BS, Economics / Math
Iona College 1991 — 1993
Master of Business Administration (M.B.A.), Business Administration; Financial Management;
Morgan Stanley September 2007 - Present
University of Wyoming Foundation 2003 - 2011
Credit Suisse June 1997 - September 2007
Salomon Brothers August 1994 - June 1997
Skills
Financial Analysis, Corporate Finance, Insurance, Pensions, Macroeconomics, Austrian School..., Economic History, Strategic Planning, Capital Markets, Reinsurance, Annuities, Monetary Policy, Federal Reserve, Public Speaking, Research, Report Writing, Economics, Fixed Annuities, Investments, Alternative Investments, Equities, Series 7, Hedge Funds, Risk Management, Securities, ERISA, Investment Banking, Derivatives
Education
Harvard Law School 1990 — 1994
JD, Law
Harvard Kennedy School of Government 1990 — 1994
MPP, International Trade and Finance
University of Wyoming 1987 — 1990
BA, Political Economy
IBM/Netezza 2010 - Present
Oracle (formerly Phase Forward) 2009 - 2010
SAS Software 2002 - 2008
Pegasystems (formerly Chordiant) 1999 - 2002
Oracle 1993 - 1999
AT&T 1991 - 1992
Oracle 1988 - 1991
Salomon Brothers 1986 - 1988
JPMorgan Chase (formerly Chemical Bank) 1985 - 1986
Skills
Analytics, Business Intelligence, Customer Relations, ETL, Enterprise Software, Big Data, Data Warehousing, Strategy, Account Management, Customer Service, SAS, Sales Process, Databases, New Business Development, Sales Operations, Security, Requirements Analysis, Strategic Partnerships, Solution Selling, Competitive Analysis, Data Analysis, Data Management, Product Marketing, Vendor Management, Pre-sales, Cloud Computing, CRM, Business Development, SDLC, Management, Leadership, Sales, Business Analytics, Business Alliances, Business Analysis, IT Strategy, SaaS, Cross-functional Team..., Enterprise Architecture, Selling, Professional Services, Sales Management, ERP, Salesforce.com, Marketing, Direct Sales, Data Integration, Consulting, Unix, Program Management
Education
New York University - Leonard N. Stern School of Business
MBA, Management Infomation Systems & Marketing
Rutgers Graduate School of Business
Masters, Pharmaceutical Management
Hofstra University
BA, Computer Science & Math
Liberty Travel June 2014 - Present
WorldCare Pet Transport April 2012 - June 2014
Liberty Travel March 2003 - June 2010
Blockbuster September 2001 - March 2003
Shearson Lehman Advisors February 1991 - January 1993
Chuck Barris Productions January 1990 - January 1991
Salomon Brothers January 1986 - January 1990
Skills
Microsoft Office, Social Media, Social Media Marketing, Sales, Social Networking, Marketing, New Business Development, Online Advertising, Account Management
Education
Hofstra University
Bachelor of Science (B.S.), Accounting
Red Reef Partners 2009 - Present
Ospraie 2006 - 2009
Soros 2004 - 2006
TD Capital 2001 - 2003
Salomon Brothers 1998 - 2001
Skills
Asset Management, Private Equity, Alternative Investments, Agriculture, Farmland, Real Assets, Energy, Asset Managment, Asset
Education
Harvard Business School
MBA
University of Toronto
BA, Economics
FPA (First Pacific Advisors) 2011 - Present
Harris Associates 2005 - 2011
Salomon Brothers 2000 - 2003
Goldman Sachs 1999 - 2000
Education
Harvard Business School 2003 — 2005
MBA, Finance
Sciences Po 1998 — 1999
Ancien eleve
Université Panthéon Assas (Paris II) 1998 — 1999
DESS, Droit et Fiscalite Internationale
HEC 1996 — 1999
Diplome Grande Ecole, MSJFI
Franklin 1990 — 1994
PlatformQ, LLC March 2009 - Present
PlatformQ March 2007 - Present
Forrester Research October 1997 - October 2006
Vertigo Development Group January 1996 - December 1997
The Lighthouse Group January 1994 - December 1996
The Healthy Gourmet January 1991 - December 1993
Fleet Bank June 1989 - December 1990
Salomon Brothers August 1985 - August 1987
Education
Harvard Business School 1987 — 1989
MBA, Marketing, Strategy, Entrepreneurship
Harvard University 1981 — 1985
BA, Government
Golden Gate University 2011 - Present
GE Capital Corporation June 2000 - Present
Psilos Partners July 1998 - June 2000
Paladin Labs June 1997 - June 1998
Salomon Brothers July 1991 - January 1995
Skills
Investments, Corporate Development, Non-profits, Strategy, Mergers, Venture Capital, Leadership, Business Ethics, Leadership Development, Start-ups, Strategic Planning, Private Equity, IPO, Nonprofits, Business Development, Investment Banking, Mergers & Acquisitions, Finance, Due Diligence, Entrepreneurship
Education
Harvard Business School
MBA, General Management
Newark Academy
Operation Shanti July 2004 - Present
Merrill Lynch 2000 - 2001
Hambrecht & Quist LLC 1998 - 2000
Salomon Brothers 1994 - 1998
Skills
Finance, Copy Editing, Nonprofits, Financial Modeling, Corporate Finance, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 1992 — 1994
MBA, Finance
Harvard University 1981 — 1985
BA, Applied Mathematics
Jefferies & Company June 1996 - Present
Salomon Brothers January 1994 - May 1996
Brookhaven National Laboratory June 1991 - June 1993
Skills
Market Data, Electronic Trading, Budgets, Project Management, Hedge Funds, Fixed Income, Securities, Management, Trading Systems, Investment Banking, Bloomberg, Data Center, Vendor Management, Trading, Prime Brokerage, Financial Markets
Education
Hofstra University 1988 — 1992
BS, Electrical Engineering, Computer Science
HBO March 2009 - Present
Merrill Lynch May 1998 - February 2009
Salomon Brothers 1997 - 1998
ICL 1992 - 1997
Skills
Enterprise Architecture, Vendor Management, IT Strategy, Data Center, IT Service Management, IT Management, ITIL, Infrastructure, VMware, Virtualization, Business Continuity, Enterprise Software, Oracle, SDLC, Integration, Cloud Computing, Solution Architecture, System Automation
Education
Kean University
MS, Management Information Systems
Douglas Elliman Real Estate January 1995 - Present
Salomon Brothers 1976 - 1987
Skills
Real Estate, Investment Properties, Residential Homes, Real Estate Transactions, Luxury, Business Planning, Mergers & Acquisitions, Market Research, First Time Home Buyers, Business Strategy, Start-ups, Townhomes, Real Estate Economics, Corporate Finance, Venture Capital, Investment Banking, Leases, Buyers, Private Equity, Apartments, Brokerage, Emerging Markets, Referrals, Listings, Buyer Representation, Property Management, Single Family Homes
Education
Harvard Business School 1974 — 1976
Master of Business Administration (MBA), Finance
Wellesley College 1966 — 1970
BA, Economics
Lee Spring Company Co-FounderGiant Screen FilmsJanuary 1997 - Present
Salomon Brothers July 1992 - June 1995
Education
Harvard University 1988 — 1992
AB, Economics
Harvard Business School
MBA
Harvard Law School
JD
Bank of America Merrill Lynch October 2005 - Present
Goldman Sachs August 1997 - June 2003
Morgan Stanley April 1992 - July 1997
Salomon Brothers July 1989 - April 1992
Education
Ivey Business School at Western University 1987 — 1989
MBA
McGill University 1980 — 1983
Bachelor of Commerce, Business Administration
MarkitSERV September 2009 - Present
Markit May 2006 - September 2009
Communicator Inc September 1999 - May 2006
Salomon Brothers January 1994 - September 1999
Skills
Operational Risk..., Operational Risk, Internal Controls, Information Security, Leadership, Regulatory Compliance, Internal Audit, Derivatives, Start-ups, Electronic Trading, Investment Banking, Management, Financial Markets, Trading Systems, Capital Markets
Education
New York University 1992 — 1994
BA, Computer Science
Kyiv National University of Construction and Architecture 1989 — 1991
BS, Civil Engineering
Leo Group LLC January 2010 - Present
Social Concepts, Inc. September 2007 - Present
Netblue / Connexus Inc December 2002 - August 2007
Critical Path March 2000 - November 2002
Remarq Communities July 1998 - March 2000
Crimson Capital September 1994 - June 1996
Salomon Brothers July 1992 - July 1994
Skills
Accounting, Start-ups, Mergers & Acquisitions, Online Advertising, Venture Capital, Management, Social Media, Social Networking, Investments, Finance, Marketing, Mobile Devices, Financial Modeling, Strategy, Sales
Education
Harvard Business School 1996 — 1998
MBA
University of California, Berkeley 1990 — 1992
BS, Business, Economics
University of California, San Diego 1988 — 1990
Electrical and Electronics Engineering
De La Salle High School 1984 — 1988
Sweigh, Inc. October 2013 - Present
JPMorgan January 2003 - September 2013
GoAmerica Communications 2001 - 2003
Net2Phone 1999 - 2001
Salomon Brothers 1998 - 1999
Bank of New York Mellon 1996 - 1998
Skills
Entrepreneurship, Marketing, Strategy, Business Development, Management, Equities, Sales
Education
Lafayette College 1992 — 1996
B.A. w/ Honors, Russian & East European Studies; International Affairs
GSB Group LLC August 2012 - Present
Bridgewater Associates January 2012 - June 2012
UBS Wealth Management Americas June 1996 - January 2012
Chase Manhattan Bank March 1995 - June 1996
CS First Boston March 1993 - March 1995
Morgan Stanley 1981 - March 1993
Consultant 1978 - 1981
Salomon Brothers 1977 - 1978
EDS Group 1974 - 1977
Skills
Fixed Income, Management, Hedge Funds, Order Management, Equities, Information Technology, Trading Systems, Investment Banking, Capital Markets, Executive Management, IT Strategy, Program Management, Prime Brokerage, Derivatives, Financial Services, Risk Management, Back Office, Money Market, Relationship Management, Software Project..., Vendor Management, Wealth Management
Education
Hofstra University 1971 — 1974
Bachelor's of Science, Computer Science
Orange Capital 2006 - Present
Atticus Capital 2004 - 2006
Citi 2002 - 2004
Pegasus Capital 1998 - 2000
Salomon Brothers 1996 - 1998
NationsBank 1994 - 1996
Skills
Private Equity, Hedge Funds, Equity Research, Distressed Debt, Investment Banking, Commercial Banking, Credit Analysis, Capital Structure
Education
Harvard Business School 2000 — 2002
MBA, Business Administration and Management, General
The University of Texas at Austin 1990 — 1994
Bachelor of Business Administration (BBA), Finance, General
Darien High School
Aldrich Hall, LLC June 2013 - Present
CLSA Asia Pacific Markets May 2000 - May 2013
Samsung Securities 1998 - 2007
Peregrine Securities, Inc. 1996 - 1998
Citicorp Securities 1992 - 1996
J.P. Morgan 1987 - 1990
Salomon Brothers 1986 - 1987
Skills
Management, Business Strategy, Global Equities, Asset Management, Proprietary Trading, Macroeconomics, Monetary Economics, Emerging Markets, Asian Business, Asian markets, Fixed Income Analysis, Credit Analysis, Equity Valuation, Capital Markets, Fundamental Analysis, Direct Sales, Hedging, Financial Modeling, Investment Banking, Equities, Portfolio Management, Global Investment..., Mutual Funds, Financial Services, Alternative Investments, Derivatives, Finance, Investment Management, Master Franchising, Strategy, Retirement Income...
Education
Harvard Business School 1990 — 1992
MBA
Villanova University 1982 — 1986
B.S., Economics, 3.75
UBS 2009 - Present
TECC 1985 - Present
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1996 - 2000
Salomon Bros 1990 - 1994
Salomon Brothers 1990 - 1994
Education
Indiana University of Pennsylvania 1980 — 1984
Clermont Capital January 2000 - Present
Chiddingstone Farms LLC 2001 - 2013
Friends of Clermont, Inc. 2009 - 2011
Cathedral School 2007 - 2009
Salomon Smith Barney September 1997 - June 1999
Ripplewood Holdings June 1995 - September 1997
Onex Corporation July 1992 - May 1995
Salomon Brothers July 1989 - February 1991
McKinsey & Company February 1984 - June 1989
Skills
Investments, Private Equity, Mergers, Venture Capital, Alternative Investments, Fixed Income, Hedge Funds, Corporate Development, Valuation, Emerging Markets, Due Diligence, Investment Banking, Management, Capital Markets, Equities, Corporate Finance, Asset Management, Financial Modeling
Education
University of Oxford 1980 — 1983
M.litt., Economics
Harvard University 1977 — 1980
AB, Economics & Social Studies
Reed College 1975 — 1976
Dalton School 1969 — 1975
HS
IMB Development Corporation October 2010 - Present
ICV Partners September 1998 - August 2010
JLL Partners September 1996 - September 1998
Gold Coast Securitites August 1993 - July 1994
Salomon Brothers July 1991 - June 1993
Skills
Private Equity, Venture Capital, Alternative Investments, Business Development, Business Strategy, Capital Formation, Capital Markets, Capital Raising, Corporate Development, Corporate Finance, Due Diligence, Entrepreneurship, Finance, Investments, Mergers
Education
Harvard Business School 1994 — 1996
MBA
Purdue University - Krannert School of Management 1986 — 1991
BS, Accounting
Purdue
Purdue
Turing Pharmaceuticals AG June 2015 - Present
SHomer Capital LLC November 2011 - Present
UBS March 2014 - June 2015
UBS Investment Bank 1998 - 2006
Oppenheimer & Co. 1995 - 1998
Credit Suisse July 1992 - July 1995
Kidder Peabody July 1990 - July 1992
Goldman Sachs 1987 - 1990
Salomon Brothers 1984 - 1987
Education
University of Illinois at Urbana-Champaign - College of Business 1983 — 1985
MBA, Finance
Illinois Wesleyan University 1980 — 1984
BA, Business
Bank of America Merrill Lynch January 2014 - Present
Bank of America Merrill Lynch August 2011 - December 2013
Bank of America Merrill Lynch January 2009 - August 2011
Merrill Lynch February 2005 - December 2008
Merrill Lynch January 2003 - February 2005
Merrill Lynch August 2000 - December 2003
Merrill Lynch January 1998 - July 2000
Merrill Lynch March 1993 - December 1998
Lehman Brothers February 1992 - February 1993
Salomon Brothers January 1983 - January 1992
Skills
Securities, Electronic Trading, Trading, Bloomberg, Equity Trading, Equity Research, Series 24, Relationship Management, Series 63, Asset Managment, FINRA, Alternative Investments, Capital Markets, Derivatives, ETFs, Fixed Income, Foreign Exchange, Hedge Funds, Investment Banking, Investments, Loan Origination, Options, Portfolio Management, Prime Brokerage, Series 7, Trading Systems
Education
Iona College 1980 — 1983
MBA
Iona College 1975 — 1979
Bachelor of Business Administration (BBA)
Orange County ABC Board April 2015 - Present
Manager to Hire August 2014 - Present
Chapel Hill Printing & Graphics March 2008 - June 2013
Overtures, A Card Shop 1998 - 2007
Disney Publishing 1995 - 1997
Juvenile Diabetes Foundation July 1994 - March 1996
Assigned Counsel Plan 1992 - 1995
Salomon Brothers 1988 - 1992
Skills
Strategic Planning, Marketing Strategy, Marketing, Advertising, Real Estate, Social Media Marketing, Small Business, Entrepreneurship, New Business Development, Residential Homes, Team Building, Sales, Social Media, Business Development, Fundraising, Leadership, Public Speaking, Selling, Direct Sales, Management, Event Planning, Customer Service, Public Relations, Nonprofits, Event Management, Microsoft Office
Education
Kingsborough Community College 1977 — 1978
Zoology/Animal Biology
RBC October 2013 - Present
The Finn Group September 2011 - Present
TD Securities March 2009 - August 2011
The Finn Group October 2007 - March 2009
CIBC November 2001 - September 2006
Deutsche Bank June 1999 - September 2001
Bankers Trust August 1998 - May 1999
Barclays Capital April 1996 - August 1998
Salomon Brothers September 1987 - July 1995
American Express September 1983 - August 1987
Skills
Operations Risk..., Global Settlements, Operations Control, Centralised..., CCP Exchanges and..., Mergers and Integrations, System Migrations, MIS/Risk Management..., Network Management, Exchange Traded..., Precious Metals, Commodities, Data Management, Purchasing and..., Vendor Management, Basel III and..., Large Program Management, Account Reconciliation, Commodity, Clearing, Auditing, Back Office, Banking
Education
Institute of Chartered Accountants in England and Wales
PEII Finalist, Chartered Accountant
University of Greenwich
Diploma, Accounting Foundation
Wimbledon College
Wimbledon College
Wimbledon College
i3 Solutions Group March 2012 - Present
CS Technology September 2002 - November 2010
CIBC World Markets August 1998 - February 2002
CIBC Mellon February 1996 - August 1998
CIBC March 1994 - February 1996
Financial Services Plus, Inc January 1985 - March 1994
Bear Stearns April 1982 - January 1985
Salomon Brothers April 1980 - April 1982
Skills
Management Consulting, Vendor Management, IT Strategy, Business Analysis, Program Management, Data Center, PMO, Outsourcing, Risk Management, IT Management, Infrastructure, Project Portfolio..., Disaster Recovery, Change Management, Business Continuity, Strategy, Portfolio Management, Leadership, Strategic Planning, Financial Services, Management, Trading Systems, Market Data, Governance, Process Improvement, IT Service Management, Project Delivery, Integration, Electronic Trading, ITIL
Education
Hofstra University 1974 — 1979
BBA, Finance, General
Barclays Capital September 2008 - Present
Shawnigan Lake School 1997 - Present
Lehman Brothers April 2000 - September 2008
Citigroup March 1994 - March 2000
Salomon Brothers 1994 - 2000
Skills
Capital Markets, Investment Banking, Hedge Funds, Equities, Fixed Income, Valuation, Financial Modeling, Securities, Emerging Markets, Corporate Finance, Asset Managment, Mergers
Education
Harvard University 1983 — 1988
A.B., History
Shawnigan Lake School 1977 — 1982
Diploma
Utah State University February 2009 - Present
Citigroup Global Markets Inc 2005 - 2008
Citigroup Emerging Markets 2005 - 2008
Salomon Brothers 1993 - 1997
IBM June 1984 - January 1985
Education
Harvard Business School
MBA
Utah State University - Jon M. Huntsman School of Business
Berkshire Group LP January 2014 - Present
CoreLogic March 2003 - December 2013
GMAC RFC Securities April 2000 - November 2002
Salomon Smith Barney May 1986 - March 2000
Salomon Brothers 1986 - 1998
Skills
Analytics, Loans, Valuation, Risk Management, Credit Risk, Securitization, Financial Services, Credit, Capital Markets, Portfolio Management, Residential Mortgages, Fixed Income Analysis, Fixed Income, Financial Modeling, Management, Strategy, Trading, Executive Management, Business Development, Mortgage Lending, Banking, Asset Management, Financial Risk
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA, Finance
Lehigh University 1976 — 1980
BS, Industrial Engineering
Vermont Center for Ecostudies 2013 - Present
American Prairie Foundation 2001 - Present
Deutsche Bank June 1999 - October 1999
Bankers Trust February 1998 - June 1999
Salomon Brothers May 1993 - December 1997
Bankers Trust January 1978 - April 1993
Skills
Risk Management, Portfolio Management, Capital Markets, Credit, Derivatives, Financial Risk, Project Management, Strategic Planning, Financial Modeling, Management, Credit Risk
Education
New York University - Leonard N. Stern School of Business 1976 — 1978
M.B.A.
Harvard University 1970 — 1974
A.B.
Lehmann, Livian, Fridson Advisors LLC April 2014 - Present
FridsonVision LLC August 2012 - Present
BNP Paribas Investment Partners 2010 - 2012
Fridson Investment Advisors 2008 - 2010
FridsonVision LLC 2002 - 2008
Merrill Lynch 1989 - 2002
Morgan Stanley 1984 - 1989
Salomon Brothers 1981 - 1984
Skills
Hedge Funds, Alternative Investments, Asset Managment, Portfolio Management, Investments, Capital Markets, Equities, Private Equity, Valuation, Structured Finance, Investment Banking, Investment Management, Financial Statement..., Published Author, Asset Management, Emerging Markets, High Yield Bonds, Bonds, Fixed Income, Equity Research, Bloomberg, Corporate Finance, Asset Allocation, Securities, Risk Management, Mutual Funds, Derivatives, Equity Derivatives, Economics, Structured Products, Financial Markets, Financial Structuring, Mergers & Acquisitions, Fund Of Funds, High Yield, Financial Modeling, FX Options, Options, Finance, Financial Risk, Due Diligence, Trading, Credit, Credit Analysis, Venture Capital, Investment Advisory, Wealth Management
Education
Harvard Business School 1974 — 1976
Master of Business Administration (MBA)
Harvard College 1970 — 1974
Bachelor's degree, History
Fortira Inc (Formerly known as RIK Technologies) January 2009 - Present
Fidelity Investments 2008 - 2011
Lehman Brothers 2002 - 2008
Optimal Solutions Inc 1993 - 2006
EBond Trade 1999 - 2002
Lehman Brothers 1996 - 1999
Bankers Trust 1992 - 1996
American Banker Bond Buyer 1991 - 1992
Salomon Brothers 1989 - 1991
Skills
Business Analysis, SDLC, Sybase, Data Warehousing, Software Project..., Trading Systems, Investment Banking, Market Data, Unix, Requirements Analysis, SQL, Vendor Management, ETL, Agile Methodologies, Disaster Recovery, Software Development, Enterprise Architecture, Microsoft SQL Server, Databases, Business Intelligence, Oracle, PL/SQL, Data Modeling, SOA
Education
New Jersey Institute of Technology 1987 — 1988
Masters, Computer Systems
Jawaharlal Nehru Technological University 1981 — 1985
Engineering, Electronics and Communications
Bank of America December 2010 - November 2011
Morgan Stanley March 2009 - December 2010
Merrill Lynch 1996 - 2008
Nat West July 1994 - October 1996
Lehman Brothers February 1993 - July 1994
Salomon Brothers April 1990 - February 1993
Skills
Trading Systems, Market Data, Electronic Trading, Equity Derivatives, Equities
Education
Jawaharlal Nehru Technological University
B.Tech, Mechanical Engineering
New Jersey Institute of Technology
M.S, Computer Science
Trinity Capital LLC January 2006 - Present
Relational Advisors 2002 - 2005
Wasserstein Perella 2001 - 2002
JP Morgan 1999 - 2001
Merrill Lynch 1995 - 1999
Salomon Brothers 1985 - 1995
Skills
Loan Origination, Private Equity, Investment Banking, LBO, Capital Markets, Valuation, Leveraged Finance, Corporate Finance, Financial Analysis, Debt Restructuring, Middle Market, Capital Raising, Mergers, Mergers & Acquisitions, Restructuring, M&A experience, Turn Around Management, IPO, Finance, Capital, Financial Modeling, Start-ups, Due Diligence, Executive Management, Strategy
Education
Stanford University Graduate School of Business 1983 — 1985
MBA
Harvard University 1977 — 1981
AB, Economics
Loyola High School 1973 — 1977
St. Brendan's 1965 — 1973
Credit Suisse March 2012 - Present
Barclays Capital September 2009 - March 2012
Goldman Sachs October 1995 - November 2008
Bear Stearns May 1995 - October 1995
Goldman Sachs September 1993 - May 1995
Salomon Brothers November 1990 - September 1993
Citicorp November 1986 - November 1990
Scallop Material Services May 1986 - November 1986
Atlas Computer Systems January 1984 - May 1986
JP Morgan May 1983 - December 1983
Education
Hofstra University 1981 — 1985
BS, Computer Science
J.P. Morgan Cayman Trust Company January 2014 - Present
JPMorgan Chase December 2007 - Present
GlobeOp Financial Services 2002 - 2007
Deutsche Bank 1999 - 2002
Salomon Brothers 1996 - 1999
Skills
Hedge Funds, Alternative Investments, Derivatives, Equities, Fixed Income, Asset Managment, Prime Brokerage, Private Equity, Capital Markets, Credit Derivatives, Fund Of Funds, Financial Services, Mutual Funds, Middle Office, Fund Administration, ETFs, Operational Risk, Due Diligence, Investor Relations, Collateral Management, Back Office, Bonds, Equity Derivatives, Options, Financial Markets, Securities, Swaps, Corporate Actions, Fund Accounting, Relationship Management, Asset Management, Electronic Trading, Emerging Markets, FX Options, Structured Products, Interest Rate..., Bloomberg, Management
Education
Kingston University 1993 — 1995
BA Hons, Accountng and Finance
Kingston University 1992 — 1993
BEng Hons, Aerospace Engineering
Haywards Heath 6th Form College
CCG Marketing Solutions June 1987 - Present
Salomon Brothers 1985 - 1987
Skills
Multi-channel Marketing, Trading, Digital Marketing, Marketing Strategy
Education
Kean University 1980 — 1982
B.S., Computer Science
Cozzini Bros., Inc. October 2009 - Present
Cardinal Growth September 2001 - September 2009
Unico Holdings, Inc. June 2007 - November 2008
Falcon Building Products, Inc. 1997 - 2000
Eagle Industries 1995 - 1997
Hill Refrigeration 1991 - 1995
Salomon Brothers 1984 - 1986
Skills
Investments, Restructuring, Portfolio Management, Private Equity, Mergers, Due Diligence, Start-ups, Management, Mergers & Acquisitions, Executive Management, Corporate Finance, Forecasting, Business Planning, Venture Capital, Business Development, Acquisition Integration, Financial Analysis, Financial Modeling, LBO, Valuation, Corporate Development, Finance, Capital, Business Valuation, Managerial Finance, M&A experience, Strategy
Education
Harvard Business School 1986 — 1988
MBA
University of Pennsylvania - The Wharton School 1980 — 1984
BSE, Accounting, Finance
Maine East High School 1976 — 1980
International Private Equity Advisors June 1995 - Present
Merrill Lynch June 1990 - May 1995
Citibank April 1987 - May 1990
WaMu/Home Savings February 1985 - March 1987
Bank of America February 1982 - February 1985
Salomon Brothers January 1980 - January 1982
Skills
Private Equity, Fixed Income, Mortgage Banking, Real Estate Economics, Real Estate Financing, Mortgage Lending, ABS, Loans, MBS, Funding, Mortgage Servicing, Capital Markets, Structured Finance, Financial Structuring, Commercial Lending, Underwriting, Asset, Capital, Portfolio Management, Investment Banking
Education
Harvard University 1976 — 1980
BA
Tailwind Associates Managing PartnerPacific Partners LLCSeptember 2000 - Present
AETOS CAPITAL, LLC 2001 - 2003
Salomon Brothers 1986 - 1991
Skills
Venture Capital, Strategic Planning, Strategy, Private Equity, Mergers, Corporate Development, Corporate Finance, Mergers & Acquisitions, M&A experience, Start-ups, Due Diligence, Valuation, Entrepreneurship, Restructuring, Management Consulting, Business Development, Executive Management, Strategic Partnerships
Education
Harvard Law School
Doctor of Law (J.D.)
Rippowam High School
Yale University
Bachelor of Arts (B.A.), Quantitative History
BlackRock January 2009 - Present
Deutsche Bank October 2005 - August 2007
Credit Suisse First Boston May 1991 - May 2000
Salomon Brothers September 1989 - May 1991
The Dime Savings Bank of New York, FSB September 1983 - September 1989
Education
Hofstra University
MBA, Banking and Finance
Hofstra University
BA
BNP Paribas June 2008 - Present
UBS Investment Bank July 2005 - June 2008
Citigroup 1990 - 2005
Salomon Brothers 1990 - 2005
Skills
Alternative Investments, Capital Markets, Derivatives, Equities, Financial Markets, Fixed Income, Hedge Funds, Investment Banking, Leadership, Management, Structured Finance, Trading, Securities, Financial Services, Asset Management, Investments, Due Diligence, Risk Management, Structured Products, Corporate Finance, Mergers
Education
Harvard Law School 1983 — 1986
JD
Yale University 1979 — 1983
Cowen Prime Services, LLC September 2015 - Present
Concept Capital Markets, LLC October 2010 - August 2015
Sanders Morris Harris 2000 - 2010
Whiteford Advisors 1997 - 2005
Blackford Securities 1995 - 2000
Morgan Stanley 1993 - 1995
The Seibald Report, Inc. 1991 - 1993
Salomon Brothers 1986 - 1991
Oppenheimer & Co. 1983 - 1986
Skills
Hedge Funds, Alternative Investments, Equities, Electronic Trading, Series 7, Fund Of Funds, Prime Brokerage, Options, Securities, Trading, Asset Managment, Global Macro, Risk Analytics, Compliance, Fund Administration, Capital Markets, Investments, Investment Banking, Institutional..., Portfolio Management, Derivatives, Investment Management, Asset Allocation, Financial Markets, Asset Management, Trading Strategies, Back Office, Capital, Family Office
Education
Hofstra University 1981 — 1983
Master of Business Administration (MBA), Finance and Investing
The George Washington University 1977 — 1981
Bachelor of Arts (BA), Economics; Spanish Language and Literature
Natixis March 2015 - Present
Natixis 2008 - March 2015
Natixis 2005 - 2008
CDC Capital 1997 - 2005
Salomon Brothers February 1986 - May 1997
Skills
Structured Finance, Fixed Income, Structured Products, Hedge Funds, Equities, Portfolio Management, Securitization, Financial Structuring, Valuation, Financial Modeling, Asset Managment, ABS, Risk Management, Arbitrage, Corporate Finance, Commercial Real Estate, Capital Markets, Derivatives, Market Risk, Asset Management
Education
University of Pennsylvania - The Wharton School 1983 — 1985
Master of Business Administration (MBA), Management and Decision Sciences
University of Wisconsin-Madison 1982 — 1983
MS, Industrial Engineering (Information Systems), Graduated first in class
Indian Institute of Technology, Madras 1977 — 1982
B Tech, Mechanical Engineering
Don Bosco 1972 — 1975
High School
Credit Suisse July 2005 - January 2007
Credit Suisse April 2002 - January 2004
Credit Suisse December 1998 - November 1999
Fleet Bank April 1989 - March 1997
Sumitomo Mitsui Banking Corporation November 1986 - December 1987
Salomon Brothers October 1984 - December 1986
Merrill Lynch September 1983 - October 1984
Skills
Requirements Analysis, Fixed Income, Derivatives, Business Analysis, Equities, User Acceptance Testing, Risk, Capital Markets, Risk Management, Straight Through..., Prime Brokerage, Regulatory Reporting, Confirmations, Swaps, Back Office, FX, Settlements, Operational Risk, Banking, Settlement, Operating Models, Requirements Gathering, Re-engineering, Interest Rate..., Fixed Income Products, Reference Data, Equity Derivatives, Repos, Money Market, Options, Interest Rate Swaps, Bonds, Financial Markets, Securities
Education
Case Western Reserve University - Weatherhead School of Management
B.S., Business Management - magna cum laude
Lancaster University
Cohen & Steers December 2011 - Present
Fidelity Investments July 2006 - June 2012
Salomon Brothers January 2002 - January 2007
Dreyfus Investments 1996 - 2002
Skills
Wealth Management, Series 7, Investments, Portfolio Management, Asset Managment, Credit, Series 24, Alternative Investments, Mutual Funds, Securities, Asset Allocation, Series 63, Asset Management, Fixed Income, Hedge Funds, ETFs
Education
Hobart College 1991 — 1994
Bachelor of Arts (B.A.), Economics
Manhasset High School 1987 — 1990
RBC Capital Markets September 2012 - Present
JP Morgan January 1998 - August 2012
Salomon Brothers January 1991 - December 1997
Skills
Series 7, Series 63, Derivatives, Electronic Trading, Series 3
Education
Hofstra University 1986 — 1989
MBA
J.P. Morgan Asset Management September 2012 - Present
Sanford C. Bernstein April 2010 - July 2011
AB&S Advisors, LLC July 2006 - April 2010
Goldman Sachs June 2006 - November 2008
Citigroup January 1997 - March 2003
Salomon Brothers 1996 - 1996
Morgan Stanley March 1994 - December 1995
Merrill Lynch 1987 - 1989
Skills
Equity Research, Strategy, Finance, Strategic Planning, Latin America, Hedge Funds, Equities, Alternative Investments, Private Equity, Asset Management, Emerging Markets, Investment Banking, Capital Markets, Valuation, Fixed Income, Business Strategy, Investments
Education
Harvard Business School 1989 — 1991
M.B.A., business administration
Harvard University 1983 — 1987
A.B., Philosophy
Wells Fargo Securities February 2013 - Present
UBS Investment Bank September 2011 - December 2012
Citigroup March 2005 - September 2011
Citigroup January 1998 - March 2005
Creo Inc. 2001 - 2005
Salomon Brothers January 1995 - January 1998
Salomon Brothers January 1990 - January 1995
Salomon Brothers November 1987 - January 1994
Salomon Brothers November 1977 - November 1987
Northern Trust June 1974 - November 1977
Skills
Investment Banking, Fixed Income, Capital Markets, Equities, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 1972 — 1974
MBA, Finance
Lawrence University 1968 — 1972
BA, Economics
RBC Capital Markets 2009 - Present
UBS Investment Bank 2001 - 2009
Morgan Stanley 1998 - 2001
Salomon Brothers 1997 - 1998
Deloitte & Touche 1993 - 1997
Skills
Capital Markets, Leveraged Finance, Finance, High Yield, Investment Banking, Restructuring
Education
Harvard Business School
MBA
Stanford University
Edgewood Capital May 2002 - Present
Société Générale May 1998 - April 2002
Meenan McDevitt May 1991 - April 1998
Citibank March 1988 - May 1991
Salomon Brothers June 1984 - March 1987
Skills
Sellers, Real Estate Development, Investment Properties, Residential Homes, Property Management, REO, Foreclosures, Investors, Real Estate, Real Estate Transactions, Short Sales, Single Family Homes
Education
The Amos Tuck School of Business Administration and Finance 1982 — 1984
MBA, Finance
Harvard University 1975 — 1979
AB, Economics
Kelley School of Business at Indiana University November 2012 - Present
Levin Capital Strategies April 1989 - Present
Music Theatre of Connecticut June 1999 - Present
The Levitt Pavilion for the Performing Arts 1998 - Present
Jefferies Family Scholarship Selection Committee April 2007 - April 2014
Salomon Brothers July 1983 - March 1989
Education
Indiana University - Kelley School of Business 1979 — 1983
BS, Finance
New Teacher Center June 2015 - Present
Independent Education Consultant December 2014 - June 2015
State of California August 2013 - November 2014
Partnership for Los Angeles Schools January 2007 - July 2013
Green Dot Public Schools June 2002 - December 2006
Model N May 2000 - June 2002
Salomon Brothers July 1995 - June 1997
Education
Harvard Business School 1998 — 2000
Masters, Business
UCLA 1991 — 1995
Bachelors, Political Science
JP Morgan Chase September 2001 - Present
Salomon Brothers 1992 - 1997
Education
University of Puerto Rico 1976 — 1982
Bachelor, Business Administration
Inter-American University of Puerto Rico-Metropolitan Campus 1975 — 1976
None, General Studies
Juan Jose Osuna 1972 — 1976
High School, General High School
Persephone Capital Partners, LLC 2012 - Present
MatlinPatterson Global Advisers July 2002 - November 2008
Credit Suisse April 1998 - July 2002
Wexford Capital September 1996 - March 1998
Pegasus Capital Advisors June 1995 - August 1996
Smith Management Company January 1991 - March 1995
Salomon Brothers March 1989 - January 1991
PaineWebber June 1984 - March 1989
Milbank, Tweed, Hadley & McCloy LLP August 1981 - June 1984
Charles River Associates September 1976 - September 1977
Skills
Private Equity, Distressed Investing, Restructuring
Education
University of Chicago Law School 1978 — 1981
Doctor of Law (JD), 1981
The University of Chicago - Booth School of Business 1977 — 1980
MBA, Finance, 1980
Harvard College 1972 — 1976
AB 1976, Applied Math & Economics
Other Experience 1997 - 2007
Bear Stearns & Co 1996 - 2000
Blackford Securities 1995 - 1996
Weiss, Peck & Greer 1990 - 1994
Salomon Brothers 1986 - 1990
Woolcott & Co.(Louis Nicoud & Associates) 1985 - 1986
DiGate Companies 1973 - 1984
Dowling & Company (Hermes Investments) 1971 - 1973
Other Experience 1968 - 1971
Skills
Security Analysis, Small Business..., Financial Analysis, Operations Management, Strategic Financial..., Special Situations
Education
Harvard Business School 1966 — 1968
Master of Business Administration (MBA), Concentration in Finance
University of Pennsylvania 1962 — 1966
B.A., Economics
Citigroup January 2004 - Present
Salomon Smith Barney December 1998 - December 2003
Salomon Brothers December 1995 - October 1998
Salomon Brothers November 1994 - December 1995
Salomon Brothers September 1990 - November 1994
AT&T September 1986 - September 1990
Skills
System Architecture, Program Management, Trading Systems, Disaster Recovery, Architecture, Enterprise Architecture, Exchange Connectivity, Oracle, Market Data, Business Continuity, Risk Management, PMP, Unix, Low Latency, Fixed Income, Electronic Trading, Autosys, Data Center, Servers, Infrastructure, Integration, ITIL, Sybase, Solaris, SDLC, Vendor Management, IT Management, IT Strategy, IT Service Management, High Availability, Enterprise Software, Firewalls, IT Operations, Information Security, Incident Management, Virtualization, Networking
Education
Kean University 1984 — 1986
BS
Raritan Valley Community College 1980 — 1983
AS
Alambic Investment Management Managing DirectorCiti1997 - 2006
Salomon Brothers 1994 - 2006
Salomon Smith Barney 1994 - 2006
Credit Suisse First Boston 1986 - 1994
Skills
Hedge Funds, Equities, Management, Private Equity, Capital Markets, Trading, Investment Banking, Investments, Financial Markets, Alternative Investments, Fixed Income, Venture Capital, Asset Management, Equity Research, Emerging Markets, Portfolio Management
Education
Massachusetts Institute of Technology 1983 — 1986
PhD, Chemical Engineering
Massachusetts Institute of Technology - Sloan School of Management 1981 — 1986
MBA, Finance
Massachusetts Institute of Technology 1981 — 1983
MS, Chemical Engineering Practice
Iowa State University 1978 — 1981
BS, Chemical Engineering
J.P. Morgan Chairman Global M&AMerrill Lynch1995 - 2009
Salomon Brothers 1978 - 1995
Education
Harvard Business School 1976 — 1978
Master of Business Administration (MBA)
Stanford University 1972 — 1975
Bachelor of Arts (B.A.), Economics
CRT Capital Group May 2005 - October 2011
UBS 2001 - 2005
Paine Webber 2000 - 2001
Bear Stearns 1998 - 2000
Salomon Brothers 1996 - 1998
Lehman Brothers 1992 - 1996
Skills
Equity Trading, Equities, Trading, Series 24, Series 7, Series 63, Securities, Investments, Financial Markets, Asset Allocation, Wealth Management, Investment Advisory, Asset Management, Estate Planning, Life Insurance, Mortgage Lending, Fixed Income, FINRA, Bloomberg, Derivatives, Capital Markets, Equity Research, Alternative Investments, Electronic Trading, Options, Hedge Funds, Risk Management, Bonds, Investment Banking, Trading Systems, Mutual Funds, Investment Strategies, Investment Management
Education
Harvard College 1985 — 1989
Bachelor of Arts, East Asian Studies
Groton School 1979 — 1984
INTTRA July 2015 - Present
U.S. Representative Carolyn Maloney January 2015 - July 2015
Fortress Investment Group June 2013 - April 2014
SparkPeople.com March 2010 - February 2013
Credit Suisse May 2007 - February 2010
U.S. Representative Carolyn Maloney February 2004 - April 2007
Goldman Sachs February 2002 - January 2004
Robinson, Lerer & Montgomery January 1998 - May 2001
Salomon Brothers November 1996 - January 1998
U.S. Representative./New York City Councilwoman Carolyn Maloney January 1992 - November 1996
Skills
Media Relations, Internal Communications, Crisis Communications, Corporate Communications, Strategic Communications, Public Relations, Speech Writing, Social Media, Blogging, Journalism, Marketing Communications, Internal & External..., Strategic Media..., Executive Counsel, Executive..., Financial Services, Communications Planning, Content Management, Copy Editing, Corporate Social..., Digital Media, Digital Strategy, Editorial, Email Marketing, Investor Relations, Magazines, Management, Message Development, Messaging, New Media, Newsletters, Public Affairs, Publicity, Publishing, Spokesperson, Strategy, Thought Leadership, Web Content
Education
Harvard University 1984 — 1987
BA, English
Birchwood Builders LLC PresidentBirchwood Builders LLCMay 1998 - Present
Continental Partners July 1985 - June 1998
Salomon Brothers November 1982 - April 1985
Skills
Contract Negotiation, Customer Service, Mergers & Acquisitions, Business Strategy, Sales Management, Investment Banking, Construction, Purchasing, Team Building, Renovation, Mergers, Strategic Planning, Public Speaking, Management, Green Building
Education
University of Chicago Graduate School of Business 1976 — 1978
MBA
Lafayette College 1972 — 1976
BA, Economics and Business
Self_Employed as advisor, consultant and Board member April 2008 - Present
Needham & Company September 1998 - March 2008
NEEDHAM & COMPANY, LLC January 1998 - March 2008
Bear Stearns January 1996 - January 1998
DONALDSON, LUFKIN AND JENRETTE January 1993 - January 1996
SCULLY BROTHERS AND FOSS January 1988 - January 1993
Salomon Brothers January 1977 - January 1988
THE FIRST BOSTON CORPORATION January 1975 - January 1977
UNITED STATES ARMY January 1968 - January 1970
Skills
Capital Markets, Equities, Fixed Income, Corporate Finance, Investment Banking, Emerging Markets, Mergers, Finance, Private Placements, Trading, Entrepreneurship, Restructuring, Mergers & Acquisitions, Venture Capital, Private Equity, Financial Markets, Hedge Funds, Valuation, Investments, Portfolio Management
Education
Harvard Business School 1973 — 1975
MBA, Finance
Harvard Business School
MBA
EcoVeggies May 2009 - Present
Rennergy LLC August 2005 - Present
Goldman Sachs February 2008 - February 2009
Citigroup 2002 - 2008
Citigroup August 1996 - August 2002
Salomon Brothers June 1994 - August 1996
Skills
Strategic Planning, Business Strategy, Start-ups, Strategic Leadership, Contract Negotiation, New Business Development, Marketing Strategy, Project Management, Strategic Partnerships, Microsoft SQL Server, SQL, Program Management, Software Project..., Java, Software Development, SDLC, Disaster Recovery, Business Analysis, Vendor Management, IT Strategy, Integration
Education
Howard University 1992 — 1994
MS, Computer Science
Howard University 1988 — 1992
BSCSE, Computer Systems Engineering
Lydian Advisory Group May 2012 - Present
320 Sports January 2008 - Present
Deutsche Bank 2003 - 2012
Credit Suisse First Boston June 1996 - October 2003
Salomon Brothers June 1993 - June 1996
Dillon Read June 1991 - June 1993
Salomon Brothers June 1984 - June 1991
Skills
Venture Capital, Due Diligence, Corporate Development, Investor Relations, Securities, Mergers, Financial Structuring, Wealth Management, Private Placements, Special Situations, Financial Reporting, Compliance, Risk Management, Resource Optimization
Education
The Association to Advance Collegiate Schools Of Business 2014 — 2014
AACSB Bridge Program Certification, Practitioner Faculty
Rice University - Jesse H. Jones Graduate School of Management 1986 — 1988
Master of Business Administration (MBA), Finance
Texas Christian University 1980 — 1984
BS, Economics
Prudential Insurance August 1998 - Present
Sharp Decisions 1996 - 2006
Citibank February 1997 - August 1998
Deutsche Bank Securities April 1996 - February 1997
Salomon Brothers January 1996 - April 1996
NIIT Limited 1992 - 1994
Skills
Enterprise Architecture, PMP, Data Warehousing, IT Strategy, Business Analysis, SDLC, Vendor Management, PMO, DB2, Software Project..., Oracle, Requirements Analysis, Solution Architecture, Databases, Business Intelligence
Education
Indian Institute of Management, Ahmedabad 1990 — 1992
PGDM, Information Technology, Finance
Osmania University 1986 — 1990
B.E., Computer Sciences
ASAP Staffing 2010 - Present
AT&T January 2005 - January 2006
BellSouth 1997 - 2006
MCI 1995 - 1997
Salomon Brothers 1989 - 1995
Education
The Johns Hopkins University 2000 — 2001
MA, Writing
Hollins University
BA, English
Pierpont Securities January 2011 - Present
Citi January 2010 - December 2010
Citi November 2005 - December 2009
Salomon Brothers August 1995 - October 2005
Skills
Fixed Income, Derivatives, Capital Markets, Bonds
Education
New York University - Leonard N. Stern School of Business 1989 — 1993
MBA, Finance
Indian Institute of Technology, Madras 1982 — 1986
B.Tech, Civil Engg
Middle School 210 August 2004 - Present
Salomon Brothers February 1986 - May 2001
Skills
Social Studies, Curriculum Development, Microsoft Office, Research, Curriculum Design, Classroom, Public Speaking, Classroom Management, Microsoft Word, Teacher Training, Lesson Planning
Education
Hofstra University 1998 — 2001
Secondary Education, Social Studies Teacher Education, 3.8
Hofstra University
Master's degree
Atlanta Development Companies January 2013 - Present
Five Ten Capital August 2011 - August 2012
KGS Alpha August 2010 - October 2011
Goldcreek Capital Management January 2008 - March 2010
406 Partners January 2003 - January 2008
Credit Suisse First Boston April 1998 - December 2003
Salomon Brothers August 1992 - March 1998
Skills
Valuation, Investments, Fixed Income, Mortgage Lending, Loans, Risk Management, Hedge Funds, Securitization, Real Estate, Trading, Underwriting, Investment Banking, Loan Origination, Bonds, MBS, Asset Managment, Residential Mortgages, Securities, Asset Management, Due Diligence, Credit Risk, Real Estate Financing, Mortgage Underwriting, Structured Finance, Credit, Default, REO, Loan Servicing, Alternative Investments, Residential Homes, Disposition, Commercial Real Estate, Mortgage Banking, Loss Mitigation, Real Estate Transactions, Foreclosures, Private Equity, Credit Analysis, Investors, Asset, Management, Investment Properties, Finance, Mortgage Servicing
Education
Harvard Law School 1992 — 1993
Lehigh University 1988 — 1992
Bachelor's degree, Economics
The 1911 Trust Company, LLC 2007 - Present
Essex Enterprises, LLC 1996 - 2007
Salomon Brothers 1985 - 1994
Education
Harvard University 1981 — 1985
A.B., Economics
County College of Morris September 2001 - Present
DREXEL, BURNHAM & LAMBERT INC. 1988 - 1990
Salomon Brothers 1985 - 1988
Merrill Lynch 1983 - 1985
BAYONNE COMMUNITY BANK 1979 - 1983
Skills
SYSTEMS EXPOSURE: ..., CERTIFICATIONS: ..., LANGUAGES: SPANISH..., ESL, Distance Learning, Public Speaking, Spanish, Employee Training, Program Management, Higher Education, Nonprofits, Leadership Development, Resume Writing, Research, Customer Service, Training
Education
Kean University 1979 — 1983
Bachelor of Science, Psychology
Kean University 1979 — 1983
Bachelor of Applied Science (B.A.Sc.), Psychology
Kean University 1979 — 1983
Bachelor of Science (BS), Psychology / Minor : Business
Kean University 1979 — 1983
Bachelor of Science (BS), Applied Psychology
Rabobank North America Wholesale May 2013 - Present
Rabobank International June 1998 - April 2013
Bankers Trust September 1997 - June 1998
Merrill Lynch November 1995 - September 1997
Salomon Brothers June 1992 - October 1995
Skills
Financial Audits, Financial Analysis
Education
Hofstra University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Accounting
Cormorant IV Corporation 2014 - Present
Chorus Aviation 2010 - 2014
Chorus Aviation 2010 - 2014
B. Duster & Company 2002 - 2014
Accuride Corporation 2011 - 2013
Accuride Corporation 2011 - 2013
wearnes 2010 - 2013
Wells Fargo 1997 - 2001
Salomon Brothers 1985 - 1997
Sponsors for Educational Opportunity 1980 - 1981
Education
Harvard Business School 1982 — 1985
Master of Business Administration (MBA)
Harvard Law School 1981 — 1985
Juris Doctorate (JD)
Yale University 1977 — 1981
Bachelor of Arts (B.A.), Economics Major, Applied Math Minor
Vining Sparks IBG May 2015 - Present
CRT LLC October 2009 - May 2015
National City Corp/PNC 2006 - 2009
Amherst Securities Group 1998 - 2006
RBS Greenwich Capital 1997 - 1998
Donaldson, Lufkin & Jenrette 1994 - 1997
Kidder Peabody 1992 - 1994
J.P. Morgan 1988 - 1992
Salomon Brothers 1984 - 1988
Skills
Fixed Income, Sales, Trading, Capital Markets, Account Management, Securities, New Business Development, Systems Development..., Business Planning, Hedge Funds, Portfolio Management, MBS
Education
La Salle University
Bachelor of Science (BS), Marketing/Accounting
BNP Paribas 1999 - 2011
DONALDSON, LUFKIN AND JENRETTE INC 1995 - 1998
KIDDER, PEABODY AND COMPANY INC 1987 - 1995
Salomon Brothers 1986 - 1987
Skills
Securities Lending, Bloomberg, Fixed Income, Capital Markets, Derivatives, Structured Products, Trading, Bonds, Securities, Middle Office, Equities, Financial Markets, Swaps, Prime Brokerage, Options
Education
Iona College 1982 — 1986
BBA, Finance-with a heavy concentration in economics
North Sea Partners LLC July 2011 - Present
Tri-Artisan Partners 2005 - 2011
Salomon Brothers 1985 - 1991
Morgan Stanley 1982 - 1985
Skills
Investment Banking, Capital Markets, Valuation, Sell Side, High Yield, Credit Derivatives, ABS, Special Situations, Convertible Bonds, Interest Rate..., Swaps, Capital Raising, Structured Products, Equity Derivatives, Buy-side
Education
Ivey School of Business 1979 — 1981
MBA
Informa Investments Solutions February 2014 - Present
Solaris Group LLC January 2008 - May 2013
Salomon Brothers April 2005 - November 2007
Credit suisse July 2003 - April 2005
JPMorgan Chase October 1978 - October 2002
Skills
Portfolio Management, Fixed Income, Equities, Trading, Derivatives, Asset Managment, Hedge Funds, Investments
Education
Laguardia Community College
Croesus & Co September 2014 - Present
StraightLine Realty Partners June 2011 - Present
TRS 2009 - Present
Sol-Wind, LLC May 2013 - March 2015
Carleton Residential January 1996 - June 2011
Trammell Crow Company July 1989 - December 1995
Salomon Brothers 1984 - 1987
Education
Stanford Graduate School of Business 1987 — 1989
Master of Business Administration (M.B.A.)
Harvard University 1981 — 1984
Bachelor of Arts (B.A.), Economics
CM Equity Partners June 1992 - Present
Salomon Brothers August 1983 - August 1990
Skills
Private Equity, Corporate Development, Management, Mergers & Acquisitions, Venture Capital, LBO, Private Placements, Growth Capital, Executive Management, Investment Banking, Buyouts, Mezzanine, Deal Sourcing
Education
Yale University - Yale School of Management 1981 — 1983
MPPM, Finance, General
Harvard University 1975 — 1979
AB, Government
Deerfield Academy 1971 — 1979