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
IMPACT, LLC September 2013 - Present
Heartland Truly Moving Pictures July 2005 - November 2012
National City Bank 2002 - 2004
Prudential Financial 2000 - 2002
Merrilly Lynch Trust Company 1995 - 2000
Renaissance 1993 - 1995
Societe Generale 1990 - 1991
Swiss Bancorp 1988 - 1990
Salomon Brothers 1978 - 1988
Kelly Nason 1976 - 1978
Skills
Fundraising, Wealth Management, Non-profit Leadership, Campaign Management, Project Management, Campaign Strategies, Planned Giving, Major Donor Cultivation, Donor Engagement, Donor Development, Donor Solicitation, Communication Skills, Team Management, Board of Directors, Philanthropy, Financial Services, Research, Volunteering, Public Relations, Volunteer Management, Stewardship, Nonprofits, Event Planning, Management, Event Management, Public Speaking, Strategic Planning, Leadership, Marketing
Education
Indiana University School of Philanthropy Fund Raising School 2006 — 2007
Selected courses including Fundamentals of Fundraising and Major Gifts
New York University 1983 — 1984
Post Graduate Studies in Corporate Finance
University of New Orleans 1973 — 1975
Master of Arts (M.A.), Communication, General
University of Evansville 1968 — 1973
Bachelor of Arts (B.A.), English Literature
University of Pittsburgh June 2015 - Present
Columbia University in the City of New York July 2014 - Present
New York University September 2000 - July 2015
St. Joseph's University August 2013 - August 2014
Elon University ---Love School of Business May 2010 - August 2013
Jefferies LLC July 2003 - June 2008
Intesa Sanpaolo June 2000 - June 2002
Deutsche Bank May 1996 - March 1998
Salomon Brothers May 1993 - May 1996
Barclays April 1989 - March 1993
Skills
Higher Education, Public Speaking, Teaching, Research, Bloomberg, Investments, Student Affairs, Financial Economics, Equities, Mentoring, Admissions, Data Analysis, Social Media, PowerPoint, Correlation Analysis, Global Tactical Asset..., Sovereign Debt, Foreign stock trading, invest, Investment Banking, diversification..., Client Development, International porfolio..., Market Research, Ice hockey coaching, Global Politics, Cirriculum development, Finance, Microsoft Office, Management, Microsoft Word, Microsoft Excel
Education
Pace University 2011 — 2016
PhD, Finance
University of Miami 1985 — 1986
MBA, Finance, WIth honors
New York University 1980 — 1983
BA, Economics and International Relations
Newsday Media Group August 2014 - Present
Consolidated Edison Company September 2002 - September 2013
New York State Banking Department October 2001 - September 2002
Salomon Brothers April 1996 - January 1998
The Dreyfus Corporation June 1993 - January 1996
Oppenheimer Management Corporation March 1992 - June 1993
Skills
Derivatives, Fixed Income, Options, Trading, Equities, Risk Management, Investment Banking, Portfolio Management, Financial Markets, Market Risk, Hedging, Securities, Financial Risk..., Bloomberg, VBA, SQL, Matlab, Allegro, Capital Markets
Education
New York University 1991 — 1996
MA, Mathematics
Massachusetts Institute of Technology 1982 — 1986
BS (2 of these), Mathematics; Electrical Engineering
Stuyvesant High School 1979 — 1982
BGC Partners October 2014 - Present
Javelin Capital Markets, LLC October 2010 - May 2014
IDX Capital September 2005 - October 2010
Axiom Global Partners November 2002 - August 2005
Direct Cellars September 1998 - November 2001
Bank of America 1996 - 1998
Lehman Brothers 1992 - 1995
Salomon Brothers 1991 - 1992
Education
New York University 1993 — 1994
Math & Statistics
University of Pennsylvania 1987 — 1991
Bachelor's degree, History, Finance
Foros 2012 - Present
Deutsche Bank 2004 - 2012
Credit Suisse First Boston 1999 - 2004
Salomon Smith Barney 1998 - 1999
Salomon Brothers 1997 - 1997
Hambros Bank Limited 1993 - 1996
Education
Massachusetts Institute of Technology - Sloan School of Management 1996 — 1998
MBA, Finance
University of Vermont 1988 — 1992
Bachelor of Science in Business Administration
Harvey Mudd College January 2014 - Present
Elm PartnersElm Partners Management LLC April 2013 - Present
Applause Code LLC January 2010 - Present
University of Pennsylvania January 2009 - Present
Math for America January 2005 - Present
New York University January 2002 - Present
Salomon Brothers June 1986 - July 1998
Skills
Computer Science, Software Engineering, Software Development, Python, Objective-C, iOS development, Java, Haskell, Scala, OCaml, Scheme, Entrepreneurship, Start-ups, Racket, Financial Modeling, Option Valuation, Probability Theory, Matlab, Fixed Income, Programming
Education
New York University 1999 — 2006
Doctor of Philosophy (Ph.D.), Mathematics
University of Chicago GSB 1984 — 1986
Master of Business Administration (MBA), Finance, General
University of Pennsylvania 1980 — 1984
Bachelor of Science and Engineering, Computer Science
City Capital Ventures April 2015 - Present
Winona Capital Management April 2014 - Present
Winona Capital Management January 2007 - March 2014
Fusion Education Group January 2007 - March 2014
Peter Millar April 2009 - October 2012
Bank of America 1999 - 2003
Cowen and Company September 1998 - August 1999
Salomon Brothers 1986 - 1998
PNC July 1981 - July 1984
Skills
Banking, Management, Venture Capital, Private Equity, Start-ups, Mergers & Acquisitions, Entrepreneurship, Valuation, Due Diligence, Corporate Development, Financial Modeling, Business Strategy
Education
University of Virginia - Darden Graduate School of Business Administration 1984 — 1986
MBA
Miami University 1977 — 1981
B.S., Finance & Business Administration
Independent Freelance Producer - Advertising, Commercials, Music Videos 1994 - Present
Union Bank of Switzerland 1991 - 1994
Salomon Brothers 1986 - 1991
Skills
Commercials, HD Video, Post Production, Music Videos, Video Production, Short Films, Reality, Camera, Documentaries, Video, Reality TV, Organized Multi-tasker, Feature Films, Webisodes, Entertainment, Detailed Organization, Film, Highly personable, Film Production
Education
New York University 1989 — 1993
Bachelor of Arts (B.A.), Gallatin Division
USAA October 2007 - Present
USAA April 2004 - October 2007
GE Capital October 2002 - April 2004
i2 Technologies 2000 - 2002
Marconi April 1999 - April 2000
GTE June 1998 - April 1999
Salomon Brothers March 1994 - June 1998
GE Gas Turbines July 1993 - March 1994
A T & T Universal Credit Card Systems November 1992 - June 1993
Virtual Imaging February 1992 - November 1992
Skills
Enterprise Architecture, Six Sigma, Java Enterprise Edition, SOA, Web Services, Software Development, SQL, SDLC, Business Analysis, XML, Analysis, Oracle, Software Project..., Integration, Testing, Enterprise Software, UML
Education
Lindenwood University 2015 — 2016
Master of Fine Arts (MFA), Humanities/Humanistic Studies
Louisiana State University and Agricultural and Mechanical College 1990 — 1992
Masters, Electrical Engineering
Lindenwood University
Lindenwood University
Loyola College
Bachelor of Science, Mathematics
Madras Institute of Technology
B Tech, Electronics Engineering
PSG College of Technology
Masters In Computer Science
WGRS a business unit of Wells Fargo N.A. November 2008 - Present
BB&T July 2003 - May 2007
Salomon Brothers May 1989 - May 1995
Skills
Equities, Retirement Planning, Investments, CRM, Sales, Retirement, Financial Advisory, Trading, Sales Management, Defined Benefit, ERISA, Defined Contribution, Portfolio Management, Banking, Finance
Education
New York University 1986 — 1989
Bachelor of Science (BS), Finance, General
Obermeyer Wood Investment Counsel, LLLP October 2014 - Present
Obermeyer Asset Management February 2005 - September 2014
Goldman Sachs 1998 - 2004
Salomon Brothers 1993 - 1998
Skills
Registered Investment..., Asset Management, Investment Advisory, Capital Markets, Fixed Income, Equities, Asset Allocation, Investment Management, Financial Modeling, Investments, Wealth Management, Mutual Funds, Cash-flow Management, Securities, Investment Strategies, Retirement Planning, Wealth Preservation..., Fiduciary, Alternative Investments, Risk Management, Financial Advisory, Hedge Funds, Series 7, Separately Managed...
Education
Middlebury College 1989 — 1993
Bachelor of Arts (B.A.), Economics
Columbia University in the City of New York July 2014 - Present
St. Joseph's University August 2013 - Present
Elon University April 2010 - August 2013
New York Univeristy September 2000 - June 2010
Jefferies and Company April 2003 - June 2008
ING Nederland May 2002 - June 2003
Deutsche Bank May 1996 - April 1998
Salomon Brothers June 1993 - May 1996
Barclays Investment Bank March 1989 - April 1993
Drexel Burnham Lambert June 1979 - March 1989
Skills
Higher Education, Student Development, University Teaching, Student Affairs, Teaching, Research, Academic Advising, Science, Lecturing, Public Speaking, Statistics, Curriculum Design, Curriculum Development, College Teaching, Distance Learning, Equities, SPSS, Hedge Funds
Education
Pace 2012 — 2015
Doctor of Philosophy (Ph.D.), Finance, General
University of Miami - School of Business 1985 — 1986
Master of Business Administration (MBA), Finance, General
New York University 1980 — 1983
Bachelor of Arts (B.A.), Economics and International Relations
Merrill Lynch June 2012 - January 2014
JPMorgan Chase April 2000 - December 2011
JPMorgan Chase, Inc April 2000 - December 2011
No Gum Just Cards, Inc January 1990 - January 2000
Salomon Brothers January 1988 - January 1990
Salomon Brothers, Inc January 1985 - January 1988
Prudential Bache January 1984 - January 1985
Lehman Brothers 1980 - 1983
Skills
Operations Management, Middle Office, Trade Support, Syndications, Client Relations Skills, Maintaining Strong..., Change Management, ADRs, Cross-border..., Equities, Fixed Income, Exchange Connectivity, Staff Development, Staff Management, Project Planning, Compliance, Personal Training, Risk Management, Automation, International, Customer Service, Customer Support, Research, Trading, Series 7, Series 63, Settlement, Investment Banking, Proprietary Trading, Back Office, Global Custody, Derivatives, Prime Brokerage, Hedge Funds, Financial Markets, Bloomberg, Securities, Equity Trading, Trading Systems, FX Options, Options, Electronic Trading, FINRA, Securities Lending, Capital Markets, Equity Derivatives, Swaps, Asset Management, Credit Derivatives, Alternative Investments
Education
Long Island University 1974 — 1978
Bachelor of Arts, Finance
Aetna October 2008 - October 2014
General Electric June 1999 - October 2008
PepsiCo 1994 - 1999
Salomon Brothers June 1992 - July 1994
The New York Times September 1987 - June 1992
Skills
Strategy, Business Development, Management, Strategic Planning, Corporate Development, Business Strategy
Education
The Tuck School of Business at Dartmouth 1992 — 1994
MBA, Finance and Accounting
Lehigh University 1983 — 1987
BS, Finance
Friends of Marshall School for Advanced Studies September 2015 - Present
Self-employed September 2003 - Present
James Contratto Music January 1988 - Present
Thomas Starr King M.S. School Site Council August 2011 - June 2014
Friends Of Franklin June 2007 - June 2009
Rose Scharlin CO-OP June 2003 - June 2005
The Parkway Grill September 1997 - January 2000
Salomon Brothers March 1988 - March 1990
Masa's Restaurant 1983 - 1986
Skills
Guitarist, Music Education, Nonprofits, Financial Reporting, Accounting, Restaurants, Fine Dining, Catering, Sail Boat Racing, Scuba Diving, Budgets, Small Business, Team Building, Customer Service
Education
University of Southern California 1990 — 1995
Bachelor of Arts (B.A.), Music Performance, General
Musicians Institute 1986 — 1988
Professional Guitarist, Music Performance, General
The E.W. Scripps Company September 2015 - Present
Business Insider June 2014 - Present
FlightAware July 2013 - June 2014
Theorem April 2012 - January 2013
Viamedia September 2011 - March 2012
Time Warner Cable Media Sales September 2007 - September 2011
Citadel Broadcasting August 2006 - September 2007
Atlantic Marine Electronics October 2003 - August 2006
Merrill Lynch April 2002 - April 2003
Salomon Brothers April 2001 - April 2002
Skills
Marine Electrician, Advertising, Advertising Sales, Creative Development, Online Advertising, Lead Generation, New Business Development, Consultative Selling, Marketing Strategy, Media Planning
Education
Lehigh University - College of Business and Economics 1996 — 2000
BS, Marketing/Finance
Oratory Prep
High School
JPMorgan Chase April 2014 - Present
CIT June 2012 - April 2014
NYSE Euronext October 2011 - June 2012
Goldman Sachs February 2011 - October 2011
Credit Suisse May 2006 - January 2011
Citibank 2001 - 2006
SG Securities 1997 - 2000
UBS 1993 - 1997
Union Bank of Switzerland 1993 - 1996
Salomon Brothers 1990 - 1994
Education
Marist College 1984 — 1986
Bachelor of Business Administration (B.B.A.), International Finance
Long Island University 1987 — 1990
MBA, International Finance
Rowan University 1983 — 1987
Marist College 1983 — 1986
BS, Finance
Rowan University 1982 — 1984
LT Trust, formally known as Lincoln Trust 2015 - Present
Guardian Retirement Solutions 2014 - 2015
Great-West Financial 2005 - 2013
LPL Financial 2003 - 2005
Trust Company of America 2002 - 2003
Rydex Investments 1998 - 2002
Salomon Brothers 1996 - 1998
Donaldson, Lufkin & Jenrette 1995 - 1996
Skills
Mutual Funds, 401k, Investments, Series 63, Series 7, Retirement Planning, Retirement Plan..., Asset Allocation, Employee Benefits, Defined Benefit, Series 65, Defined Contribution, Profit Sharing, Insurance, Finance, Financial Advisory, Management
Education
Lehigh University 1991 — 1995
BS, Finance
Summit High
RedSwirl Communications April 2015 - Present
Burson-Marsteller May 2008 - Present
Latin Trade Magazine December 2005 - March 2008
LatinFinance Magazine 2005 - 2006
McKinsey & Company 2000 - 2002
Thomson Financial 1992 - 2000
Salomon Brothers 1992 - 1992
The Economist Intelligence Unit 1989 - 1992
Skills
Public Relations, Latin America, Journalism, Media Relations, Writing, Editing, Press Releases, Copywriting, Corporate Communications, Crisis Communications, Internal Communications, Strategic Communications, Creative Writing, Public Speaking, Online Journalism, Community Relations, Publications, Politics, Publishing, Caribbean, Magazines, Government Relations, Editorial, Newsletters, Crisis Management, Portuguese, News Writing, Spanish, Proofreading, Emerging Markets, Content Development, Message Development
Education
New York University
B.A., Sociology and Latin American Studies
Nomura 2006 - Present
UBS 2002 - 2005
Morgan Stanley February 1998 - May 2002
Salomon Brothers 1986 - 1998
Skills
Hedge Funds, Equities, Portfolio Optimization, Alternative Investments, Equity Research, Portfolio Management, Derivatives, Asset Managment, Fixed Income, Investment Strategies, Quantitative Investing, Asset Allocation, Bloomberg, Quantitative Finance, Global Macro
Education
Massachusetts Institute of Technology
Engineer's degree, Electrical and Electronics Engineering
University of Michigan
Doctor of Philosophy (Ph.D.), Mathematical Psychology
Deutsche Bank September 1999 - Present
Nomura Securities May 1996 - January 1999
JPMorgan Chase December 1987 - April 1996
Salomon Brothers July 1986 - October 1987
Skills
Liquidity Management, Fixed Income, Financial Institutions, Investment Banking, Corporate Finance, Derivatives, Cash Management, FX Options, Payments, Capital Markets, Banking, Credit Risk, Structured Products, Financial Modeling, Equities, Valuation, Risk Management, Portfolio Management, Securities, Private Equity, Financial Markets, Relationship Management, Financial Services, Trading, Asset Management, Treasury Management, Bloomberg, Emerging Markets, Structured Finance, Financial Risk, Trade Finance, Financial Analysis, Investments, Credit, Commercial Banking, Hedge Funds
Education
UNC Chapel Hill 1984 — 1986
MBA
Loyola University New Orleans 1978 — 1982
BBA, Economics & Finance
jesuit high school
RE/MAX Realty Consultants ETF / Options TraderAmerican Stock Exchange1995 - 2005
Gruntal and Company May 1993 - September 1995
Commonwealth Associates October 1989 - May 1993
Salomon Brothers July 1987 - October 1989
Smith Barney, Harris Upham June 1984 - July 1987
Education
Montclair State University 1980 — 1984
Columbia University January 2013 - Present
Xerox Business Services July 2012 - November 2012
Xerox Business Services January 2012 - July 2012
Affiliated Computer Services, A Xerox Company June 2010 - February 2012
Kaysoft, Inc February 2009 - May 2010
Goldman Sachs May 2008 - January 2009
Goldman Sachs September 1997 - May 2008
Goldman Sachs May 1996 - August 1997
Merrill Lynch September 1995 - April 1996
Salomon Brothers April 1994 - August 1995
Skills
Change Management, Desktop Support, Desktop Management, Service Desk, Help Desk Management, Service Transition, Help Desk Support, Technical Support, Business Services, Business Continuity..., Servers, Troubleshooting, Systems Management, Incident Management, IT Operations, Citrix, Disaster Recovery, ITIL, IT Management, Business Continuity, IT Service Management, Active Directory, Infrastructure, Windows 7, Operating Systems, XP, IT Strategy, Vendor Management, IT Outsourcing, Microsoft Exchange, Service Delivery, Outsourcing, Sla, Team Management, Management, PMO, Service Management, Visio, System Administration, Unix, System Deployment
Education
New Jersey Institute of Technology 1988 — 1990
M.S, Computer Science
University of Hyderabad 1984 — 1987
MCA, Computer Applications
Retirement Wealth Advisors September 2014 - Present
Alpha Wealth Group September 2013 - August 2014
Bull and Bear Institute January 2011 - August 2013
TBT Trading LLC May 2005 - December 2010
BNT Asset Management LLC March 2003 - May 2005
Stafford Trading December 1997 - September 2001
Salomon Brothers January 1996 - December 1997
S G Warburg February 1994 - September 1995
KC CO LLC February 1991 - September 1995
Education
Loyola University of Chicago 1978 — 1983
History/Psychology/Army ROTC
Validity Holdings LLC: November 2012 - Present
JPMorgan Chase 2008 - October 2012
Cantor Fitzgerald & Co. 2003 - October 2007
Credit Suisse First Boston June 1988 - February 2001
Salomon Brothers 1983 - June 1988
Skills
Trading, Investment Strategies, Business Strategy, Asset Allocation, Investment Decisions, Market Risk, Strategic Leadership, Strategic Planning, Team Building, Talent Mining, Integrity, Recruiting, Growing Businesses, Driving Results, Strategic Thinking, Business Decision Making, Thought Leadership, Creativity, Team Leadership, Organizational..., Work Ethic, Transparency, honest, Straight Talking, trustworthy, Loyal, Communication, Flexibility, Emotional Intelligence, Cross-functional..., Technology, Advisory Boards, Board Relations, Risk Management, Derivatives, Fixed Income, Valuation, Asset Management, Capital Markets, Hedge Funds, Investments, Portfolio Management, Investment Banking, Management
Education
New York University 1982 — 1983
Master of Business Administration (MBA), Finance, BS. Economics, Management
Self-employed September 2014 - Present
Bank of America Merrill Lynch August 1999 - June 2014
ING Furman Selz August 1997 - August 1999
Salomon Brothers June 1979 - May 1997
Skills
Balance Sheet Management, Capital Markets..., Account Coverage &..., Strategic Thinking, Professional...
Education
New York Law School 1977 — 1980
Juris Doctor (J.D.)
Bernard M. Baruch School of Business (now Zicklin School of Business) 1978 — 1980
Master of Business Administration (M.B.A.), Taxation
Case Western Reserve University, 1973 — 1977
Bachelor of Science (BS), Accounting
AT&T August 1995 - April 2013
Salomon Brothers 1987 - 1995
Merrill Lynch 1984 - 1987
Republic National Bank of New York 1976 - 1984
The Prudential Insurance Company of America 1970 - 1976
Skills
Program Management, Team Leadership, Vendor Management, Data Center, Disaster Recovery, WAN, Telecommunications, Cloud Computing, ITIL, Wireless, Network Engineering, Cisco Technologies, Network Architecture, VoIP, Integration, Business Analysis, IT Strategy, SDLC
Education
New Jersey Institute of Technology 1965 — 1969
BSEE, MSCS, Electrical Eng and Computer Science
Wilkin & Guttenplan, P.C. November 2013 - Present
EACM CORP July 2012 - December 2012
The Bond Group Ltd February 2010 - October 2011
Paine Webber 1998 - 2001
Salomon Brothers August 1994 - January 1998
Skills
Accounting, Tax, Tax Preparation, Analysis, Business Planning, Bookkeeping, Corporate Tax, QuickBooks, Budgets, Cost Control, yellow book, CPA
Education
NYU Stern School of Business 1999 — 2002
Master of Business Administration (M.B.A.), Information Technology, Marketing
Monmouth University 2012 — 2013
Post Masters, Accounting
William and Mary 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance, General
First New York Securities September 2008 - Present
First New York Securities April 2005 - September 2008
Bank of America 2001 - 2005
Societe Generale/Cowen Securities 1998 - 2001
Salomon Brothers 1987 - 1994
Bank of New Zealand 1984 - 1987
Skills
Bloomberg, Options, Fixed Income, Equities, FX, Securities, Derivatives, Trading, Valuation, Excel, Trading Systems, Electronic Trading, Word, Middle Office, Settlements, Back Office, Prime Brokerage, Mergers, Operations Management, Compliance, Proprietary Trading, Microsoft Office, FX Options, Settlement, Microsoft Excel, Mergers & Acquisitions, Investment Banking, Hedge Funds, Investments, Financial Risk, Capital Markets, FINRA, Swaps, Equity Derivatives, Financial Markets, Alternative Investments, Equity Trading, Bonds, Microsoft Word, Securities Lending
Education
New York Institute of Technology
Xaverian High School
Trinity Elementary School September 2012 - Present
Trinity Elementary School April 2014 - June 2014
Trinity Elementary School February 2014 - March 2014
Trinity Elementary School December 2012 - June 2013
LIU Hudson at Westchester January 2010 - January 2011
ITG, Inc January 1993 - January 1996
Union Bank of Switzerland January 1990 - January 1993
Salomon Brothers January 1986 - January 1990
Education
LIU Hudson at Westchester
Master of Science, Elementary Childhood and Special Education
Long Island University-Westchester Campus 2006 — 2011
Special Ed
New York University 1990 — 1992
MBA, Finance, Business Mgmt.
New York University
Master of Business Administration, Finance
New York University
Bachelor of Science, Finance and Business Management
Sanno College
Sanno College
HazelTree October 2013 - Present
Citi - Fund Services June 2010 - May 2013
Citco Fund Services May 2005 - June 2010
FrontPoint Partners LLC 2002 - 2005
Morgan Stanley Prime Brokerage 1994 - 2001
Morgan Stanley - Firm Operations 1990 - 1994
Salomon Brothers 1987 - 1990
Skills
Prime Brokerage, Hedge Funds, Fund Administration, Alternative Investments, Derivatives, Financial Markets, Investment Banking, Bloomberg, Fund Accounting, Trading Systems, Portfolio Management, Fund Of Funds, Mutual Funds, Fixed Income, Trading, Back Office, Equities, Options, Securities Lending, Middle Office, FX Options, Capital Markets, Asset Management, Securities, Investor Relations, Private Equity, Swaps, Bonds, Settlement, Valuation, Corporate Actions, Credit Derivatives, Equity Trading, Series 7, Equity Derivatives, Electronic Trading, Financial Services, Investment Management, ETFs, Emerging Markets, Asset Allocation, CDS, Structured Finance, Series 63, Market Data, Collateral Management, Hedging, Investments, Global Custody, Investment Strategies
Education
Thunderbird School of Global Management 1985 — 1986
MBA, International Business
Macalester College 1977 — 1982
BA, Economics
Amherst Regional High School 1971 — 1976
RiskVal Financial Solutions, LLC 2001 - Present
K&L Management Consulting Inc 1998 - 2013
Citigroup 1994 - 1998
Goldman Sachs 1992 - 1994
Salomon Brothers 1989 - 1992
Skills
Trading Systems, Market Data, Trading, Portfolio Management, FX Options, Investment Banking, Fixed Income, Financial Services, Bonds, Risk Management, Capital Markets, Equities, Derivatives, Financial Markets, Back Office, Management Consulting, Bloomberg, Low Latency, Equity Derivatives, Hedge Funds, Credit Derivatives, Electronic Trading, Proprietary Trading, Structured Products, Options
Education
New Jersey Institute of Technology 1987 — 1989
MS, Computer Science
National Tsing Hua University 1980 — 1984
BS, Applied Math
Leidos March 2003 - Present
Leidos March 2003 - Present
Salomon Smith Barney 1996 - 2003
Salomon Brothers 1984 - 1996
Salomon Brothers 1983 - 1990
Skills
PMP, Data Modeling, ESB, SOA, Enterprise Architecture, Software Project..., Risk Management, Program Management, SDLC, Change Management, DoD, Requirements Analysis, ITIL, Security Clearance, Security, Business Process..., Business Process Design, Databases, SharePoint, Project Management, Earned Value Management, Software Development, Visio, Management, Information Technology, Project Portfolio..., Business Intelligence, Enterprise Software, System Architecture, IT Strategy, Disaster Recovery, Business Analysis, IT Management, MS Project, Data Warehousing, PMO, Process Improvement, Cloud Computing, Agile Project Management, Integration, Information Assurance, Agile Methodologies, Leadership, CMMI, Data Migration, Resource Management, Requirements Management, Government Contracting, Systems Engineering, Configuration Management
Education
Saint John's University 1992 — 1996
MBA, Executive Management
Long Island University, Brooklyn Campus 1983 — 1987
BS, Computer Science
Rock Point Advisors March 2013 - Present
Putnam Investments 1998 - 2012
Salomon Brothers 1996 - 1998
Lehman Brothers 1987 - 1995
Goldman Sachs 1982 - 1986
Skills
Series 7, Series 63, Bloomberg, Alternative Investments, Asset Allocation, Asset Management, Investment Strategies
Education
New York University 1980 — 1982
MBA, Finance
Middlebury College 1976 — 1980
BA, Economics, German
Julia B. Fee Sotheby's International Realty January 2005 - Present
Century 21 Wolff September 2005 - April 2009
TIAA-CREF 1993 - 2004
Salomon Brothers 1981 - 1992
Education
New York University 1975 — 1979
M.A., Cognitive & Developmental Psychology
DaVinci Concepts June 2011 - Present
DaVinci Concepts, LLC April 2005 - June 2011
Tunbridge, Green & Company, Inc. July 1989 - April 2005
Thyssen Inc. August 1982 - July 1989
American Cyanamid Corp August 1980 - June 1982
Salomon Brothers August 1974 - July 1980
Continental Grain Company January 1973 - August 1974
Mobil Oil - London England July 1972 - December 1973
Mobil Oil - Rome Italy June 1968 - July 1972
Ethicon, Inc June 1965 - June 1968
Education
New Jersey Institute of Technology 1958 — 1962
BSME, Mechanical Engineering
Suite, LLC August 2001 - Present
Cygnifi LabMorgan 2000 - 2001
Misys / Summit Systems 1995 - 2000
Salomon Brothers 1993 - 1995
Lehman Brothers 1989 - 1993
Seamen's Bank for Savings 1987 - 1989
Deloitte 1986 - 1987
Skills
Credit Derivatives, FX Options, Bonds, Risk Management, Derivatives, Options, Fixed Income, Financial Modeling, Financial Markets, Finance, Hedge Funds, Trading Systems, Trading, Equity Derivatives, Market Risk, Capital Markets, Interest Rate..., Software Project..., Prime Brokerage, Asset Management, Alternative Investments, Equities, Investment Banking, Financial Services, Market Data, Bloomberg, Valuation, Financial Risk, Electronic Trading, VBA
Education
Pace University - Lubin School of Business 1987 — 1991
MBA, Finance
Marist College 1982 — 1986
Bachelors, Finance and Accounting
Charles River Development March 2012 - Present
InStream /Solutions 2010 - 2010
Harvard University 2007 - 2009
FXPort Technology 2002 - 2007
Massachusetts Institute of Technology 1998 - 2001
Infinity Financial Technology 1994 - 1998
Renaissance Software, Inc. 1991 - 1994
Nomura Research Institute 1989 - 1990
Prudential-Bache Capital Funding 1987 - 1989
Salomon Brothers 1986 - 1987
Skills
Fixed Income
Education
New York University 1976 — 1981
Ph. D, Mathematics
Courant Institute of Mathematical Sciences
M. S, Mathematics
Stony Brook University
B. S, Mathematics
Caltech
Caltech
Caltech
Two River Realty LLC January 2010 - Present
Coldwell Banker Residential Brokerage January 2006 - January 2010
Salomon Brothers 1990 - 1995
Kelley Drye & Warren LLP 1985 - 1990
Education
Academy of St. Joseph
New York University
AAS, Business
European Investments & Partners December 1997 - Present
CloudSolar(GoCloudSolar) 2014 - Present
Cardinal Wind 2014 - Present
Environmental Investment Partners January 1998 - Present
Fluid-Screen July 2014 - June 2015
AquaFresco March 2015 - May 2015
3DEO October 2014 - March 2015
Yamaichi Regent ABC Polska / NFI Fortuna November 1995 - December 1997
European Bank for Reconstruction & Development January 1992 - November 1995
Salomon Brothers September 1988 - January 1992
Skills
Renewable Energy, Venture Capital, Private Equity, Cleantech, Clean Technology, Entrepreneurship, Start-ups, Corporate Development, Project Finance, Mergers, Due Diligence, Investments, Alternative Energy, M&A experience, Angel Investing, Solar Energy, Corporate Finance, Green Technology, Restructuring, Wind, Biomass, Biogas, Mergers & Acquisitions, Joint Ventures, International Business, Energy, Equities, IPO, Emerging Markets, Funding, Private Placements, Investor Relations, Financial Structuring, Structured Finance, Business Valuation, Capital Raising, Valuation, Sustainable Energy, Capital, Growth Capital, Investment Banking, Acquisitions, Business Modeling, English, French, Polish, Deal Sourcing, LBO, Alternative Investments, Start-up Ventures
Education
Massachusetts Institute of Technology - Sloan School of Management 1986 — 1988
MBA, Finance
University of California, Santa Barbara 1981 — 1982
MA, Economics
The University of Chicago 1977 — 1981
BA, Geography
Andover 1973 — 1976
High School Diploma
Shady Hill 1964 — 1973
Shady Hill 1964 — 1973
SnackSafely.com July 2011 - Present
Chi-X Global Technology June 2007 - July 2011
Occam & Kiss, LLC 2004 - June 2007
Concentra 2000 - 2004
Union Bank of Switzerland (UBS) 1996 - 1998
Salomon Brothers 1989 - 1996
Rutgers University 1985 - 1989
Bell Laboratories/AT&T International 1984 - 1985
CBS Electronics 1982 - 1984
Education
New Jersey Institute of Technology 1987 — 1989
MS, Computer Science
The Cooper Union for the Advancement of Science and Art 1979 — 1983
BE, Electrical Engineering
Imagine Software July 1993 - Present
Sakura Global Capital July 1992 - July 1993
Salomon Brothers 1987 - 1992
Telerate September 1984 - December 1987
Skills
Derivatives, Software Engineering, Software Development, Trading Systems, Management, Risk Management, Equity Derivatives, Software Documentation, Financial Services, Product Management, Options, Equities, Electronic Trading, Business Analysis, Fixed Income, Security, Start-ups, Enterprise Software, Rates, Portfolio Management, Trading, Financial Markets, Hedge Funds, Proprietary Trading, FX Options, SDLC, Asset Management
Education
New York University 1980 — 1984
Sothebys International Realty January 1992 - Present
Preferred Properties Inc. February 1992 - 2000
Salomon Brothers December 1973 - April 1981
Skills
Relocation, Sellers, Short Sales, Buyer Representation, Single Family Homes, Condos, First Time Home Buyers, Investment Properties, Real Estate, Real Estate Transactions, Residential Homes, Real Estate Development, Listings, New Home Sales, Townhomes, Luxury, Referrals, Investors, Waterfront, Investments
Education
Lesley University 1964 — 1968
Elementary Education and Teaching
JRI America Inc. 2014 - Present
Citigroup March 2008 - 2014
Citigroup 1997 - 2008
Salomon Brothers 1990 - 1997
Skills
Electronic Payments, Payments, SEPA, Anti Money Laundering, SWIFT Payments, Options, Equities, Trading Systems, Trading, Software Development, SDLC, AML, Order Management, Unix, Back Office, Derivatives, Electronic Trading, Market Data, Securities, Capital Markets, C++, UNIX Utilities, Project Management, Microsoft Office, Visio, Sybase, Java, SWIFT Messaging, Business Analysis, Integration, Financial Services, Management, Software Project...
Education
Moravian College
Bachelor's Degree, Computer Science
Carbon Vision March 2012 - February 2013
Oppenheimer & Co. September 2010 - 2012
Delaware Street Capital August 2007 - January 2009
Advanced Equities April 2005 - August 2007
Bank One 1998 - 2002
Bear Stearns 1994 - 1998
Salomon Brothers 1990 - 1994
Skills
Venture Capital, Private Equity, Alternative Investments, Hedge Funds, Mutual Funds, Investor Relations, Alternative Energy, Asset Allocation, Investment Advisory, Investments, Equities, Mergers & Acquisitions, Capital Markets, Investment Banking, Financial Structuring, Strategic Financial..., Financial Planning
Education
Middlebury College 1978 — 1982
BA, Economics
Drexel Hamilton, LLC July 2015 - Present
Sidoti & Company, LLC June 2001 - July 2015
Josephthal & Co, 1997 - 2001
Salomon Brothers January 1997 - June 1997
NatWest Markets 1992 - 1997
Alex.Brown & Sons 1987 - 1992
Smith Barney 1985 - 1987
Skills
Series 63, Equity Capital Markets, Investments, Securities, Financial Modeling, Equities, Financial Analysis, Investment Banking, Series 7, Capital Markets, Mutual Funds, Equity Research, Asset Management, Hedge Funds, Bloomberg, Alternative Investments, Portfolio Management, Asset Allocation, Options, Fixed Income, Investor Relations, Valuation, Trading, Financial Markets, Financial Services
Education
Molloy College 1980 — 1984
BS, Economics/Philosophy
Sacred Heart Academy 1976 — 1980
ConceptONE, LLC March 2015 - Present
US Bank Fund Services 2012 - Present
AIS Fund Administration 2001 - 2012
Credit Suisse 1998 - 2001
Salomon Brothers 1987 - 1998
Deist Sefor 1982 - 1987
Various Companies 1980 - 1981
Israel Defense Forces 1978 - 1980
Skills
Hedge Funds, Prime Brokerage, Alternative Investments, Fixed Income, Capital Markets, Equities, Derivatives, Fund Administration, Bloomberg, Financial Analysis, Investment Banking, Trading Systems, Portfolio Management, Financial Markets, FX Options, Private Equity, Real Estate, Entrepreneurship, Leadership, Business Turnaround, Governance, IT Infrastructure and..., Finance, Corporate Governance
Education
Technion - Israel Institute of Technology 1976 — 1978
Bsc, Applied Mathematics
Московский Государственный Университет им. М.В. Ломоносова (МГУ) / Lomonosov Moscow State University (MSU) 1972 — 1975
Bachelor of Science (BS), Geophysics
Photographer January 2013 - Present
Private Investor August 2003 - Present
Saxon Woods Advisors 2001 - 2003
Fiduciary Trust Company 1999 - 2001
Evergreen Funds March 1993 - August 1999
Financial Data Systems 1990 - 1993
Value Line 1987 - 1989
Salomon Brothers 1981 - 1984
Pan American World Airways 1979 - 1981
Skills
Investing, esp...., Financial, Market and..., Internet Research, Manufacturing, Politics, Portfolio Management, Investments, Financial Markets, Stock Picking, Emerging Markets, Stocks, ETFs, Equities, Equity Research, Asset Management, Valuation, Financial Modeling, Financial Analysis, Investment Strategies, Due Diligence, Corporate Finance, Hedge Funds, Technical Analysis, Securities, Economics, Capital Markets, Industry Analysis, Business Strategy, Private Equity, Mutual Funds, Mergers, Investment Banking, Alternative Investments, Wealth Management, conversational French, Investment Advisory, DCF, WACC, Dividend Policy, Economic Value Added, Valuation Modeling, Forensic Accounting, Stock Research, Growth Investing, Value Investing, Equity Research Analysis, M&A Modeling, Investment Valuation, Technology, Technology Research
Education
University of Pennsylvania - The Wharton School 1977 — 1979
MBA, Finance
Massachusetts Institute of Technology 1973 — 1977
BS, Computer Science
United Soccer League May 2014 - Present
JPMorgan Chase March 2008 - November 2013
Bear Stearns July 1998 - March 2008
Salomon Brothers August 1994 - June 1998
Skills
Metrics Reporting, Project Management, Reporting Management, Cost Control Programs, Strategic Planning &..., Process Improvements, Organizational..., Process Improvement
Education
University of Phoenix 1998 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Miami Dade College
Associate of Arts (AA), Business Administration and Management, General
Room & Board March 2015 - Present
Baruch College, Zicklin School of Business (City University of New York) February 2004 - January 2013
NYU Robert F. Wagner Graduate School of Public Service August 2001 - January 2004
Salomon Brothers January 1986 - 1998
Dillon Read & Co 1982 - 1986
Education
New York University 1999 — 2001
Master of Public Administration (MPA), Non-Profit/Public/Organizational Management
Spelman College 1973 — 1977
Bachelor of Arts (BA), Economics
GOLDMAN, SACHS & CO. 1996 - 2009
DONALDSON, LUFKIN & JENRETTE 1993 - 1996
Nomura Securities International Inc.,New York,NY May 1991 - March 1993
Salomon Brothers October 1982 - May 1991
Kidder,Peabody, Inc May 1977 - October 1982
G A Thomson and Co February 1976 - May 1977
Huntoon,Paige and Co 1975 - 1976
Skills
Derivatives, Settlement, Securities, MBS, DTC, Reconciliation, Fixed Income, Electronic Trading, Equities, Trading, Prime Brokerage, Middle Office, Securities Lending, Bloomberg, Account Reconciliation, Hedge Funds, Risk Management
Education
Manhattan College 1970 — 1974
B.S., Accounting/Economics
VMware September 2009 - Present
Advanced Micro Devices July 2007 - September 2009
AMD January 2005 - July 2007
Dell Inc. August 2003 - December 2004
Newisys, Inc. 2001 - 2003
Dell Computer Corp. 1999 - 2001
OFFITBANK 1993 - 1996
Salomon Brothers June 1991 - February 1993
Skills
Cross-functional Team..., Business Development, Strategy, Start-ups, Channel, Channel Partners, Management, Business Planning, Mergers & Acquisitions, Entrepreneurship, Strategic Partnerships, Enterprise Software, Product Development, Sales Process, Sales Operations, Business Alliances, Product Marketing, Product Launch, Strategic Planning, Go-to-market Strategy, Product Management
Education
Massachusetts Institute of Technology - Sloan School of Management 1997 — 1999
MBA
Yale University 1987 — 1991
BA, Economics
Threefold Capital March 2011 - Present
Big Hole DoubleCreek Ranch, LLC 2007 - Present
Ramius Capital Group 2004 - 2007
Gryfon Partners 2002 - 2004
Salomon Brothers 1991 - 2002
UBS Investment Bank 1989 - 1991
Goldman Sachs 1985 - 1989
Skills
Real Estate, Structured Finance, Distressed Debt, Asset Management, Derivatives, Loans, Securities, Portfolio Management, CMBS, Investments, ABS, Investment Banking, MBS, Asset Managment
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
Lehigh University 1976 — 1980
BS, Accounting
Blue Point Capital Partners 1998 - Present
Boston Consulting Group 1993 - 1998
Salomon Brothers 1988 - 1991
Education
Northwestern University - Kellogg School of Management 1991 — 1993
MBA
Miami University 1984 — 1988
MS, Economics
Bay High School
AEGIS Insurance Services, Inc. July 2011 - Present
Argo Group International Holdings, Ltd. October 2009 - July 2011
Standish Mellon Asset Management September 2000 - October 2009
Scudder Stevens & Clark February 1996 - August 2001
J.P. Morgan January 1990 - February 1996
Salomon Brothers July 1985 - January 1990
Skills
Reinsurance, Volatility, Fixed Income, Investments, Bloomberg, Asset Management, Asset Allocation, Mortgage Lending, Derivatives, Portfolio Management, Risk Management, Mutual Funds, Insurance, Asset Managment, Financial Risk
Education
Louisiana State University 1978 — 1985
BS and MBA, Business and Finance
BNY Mellon September 2014 - Present
DBA Soto Family, LLC 2012 - 2014
Santander Investment Securities Inc 2004 - 2012
Santander Investment Securities Inc 1998 - 2008
Santander Investment Securities Inc 1995 - 1998
Salomon Brothers 1993 - 1995
Skills
Event Planning, Latin America, CRM, Investment Banking, Equities, Management, Capital Markets, Investor Relations, Financial Services, Microsoft Office, Proprietary Systems, Workflow Management, Conference Registration, Conference Organization, Conference Production, Conference Coordination, International..., Conference Design, Event Management, Marketing Communications, Marketing, Marketing Strategy, Project Management, Project Delivery, Corporate Events, Sponsorship, Project Planning, Team Leadership, Hospitality, Live Events, Private Events, Microsoft Word, Microsoft Excel, PowerPoint, Meeting Scheduling, Contract Negotiation, Budgets, Customer Service, Staff Management, Staff Development, Problem Solving, Strategy
Education
New York University 1987 — 1991
Bachelor's degree, Marketing and Information Systems
Avison Young May 2015 - Present
Savills September 2000 - April 2015
HFF 1998 - 2000
Studley 1992 - 1995
Salomon Brothers April 1985 - March 1987
Price Waterhouse 1983 - 1985
Skills
CPA, Management, Leadership, Due Diligence, Valuation, Real Estate Development, Real Estate, Capital Markets, Financial Modeling, Investments, Real Estate Transactions
Education
New York University 1983 — 1988
Master of Business Administration (MBA), Finance, General
Saint John's University 1980 — 1983
Bachelor of Science (BS), Accounting
The Depository Trust & Clearing Corporation February 2015 - Present
n-Tierfs February 2014 - January 2015
Credit Suisse 2000 - May 2012
Acadiasoft Inc. January 2010 - February 2012
Donaldson, Lufkin & Jenrette 1995 - 2000
Donaldson, Lufkin & Jenrette 1993 - 1995
Salomon Brothers 1983 - 1993
Touche Ross 1981 - 1983
Skills
Prime Brokerage, Hedge Funds, Process and Operational..., Regulatory Compliance, Change Management, Client Service, Risk and Audit, Business Planning and..., Technology, Financial Risk, Leadership, Financial Analysis, Trading Systems, Financial Services, Derivatives, Fixed Income, Business Planning, Capital Markets, Equities, Investment Banking, Options, Middle Office, Collateral Management, Structured Products, Valuation, Securities, FX Options, Emerging Markets, Risk Management, Alternative Investments, Bloomberg, Credit Derivatives, Trading, Financial Markets, Electronic Trading, Swaps, Series 7, Structured Finance, Private Equity, Asset Management, Bonds, Equity Trading, Securities Lending, Portfolio Management, Management, Strategy
Education
University of Pennsylvania - The Wharton School
Bachelor of Science (BS), Accounting and Finance
New York University
Masters of Business Administration, Finance and International Business
The Audax Group September 2007 - Present
Credit Suisse 2001 - 2007
DLJ June 2000 - August 2000
PARIBAS August 1997 - August 1999
Salomon Brothers July 1995 - June 1997
Education
University of Virginia Darden School of Business 1999 — 2001
MBA, Finance
Middlebury College 1991 — 1995
Economics
Titan Advisors June 2014 - Present
Credit Suisse June 2005 - June 2014
MKP Capital Management March 2002 - June 2005
Credit Suisse 1998 - March 2002
Salomon Brothers July 1990 - May 1995
Skills
Fixed Income, Hedge Funds, Capital Markets, Derivatives, Equities, Mutual Funds, Investment Banking, Asset Management, Structured Products, Bonds, Financial Markets, FX Options, Emerging Markets, Trading, Portfolio Management
Education
Leiden University 1984 — 1990
Drs, Medicine
Seaford College 1978 — 1983
O & A levels, A levels: physics, chemistry and biology
Retired (sort of) - day trading for my own accounts. 2011 - Present
Eagle Rock Proxy Advisors LLC. September 2010 - May 2011
The Altman Group December 2004 - September 2010
Self-Employed Day Trader November 2001 - December 2004
Communication Technology for Business 1995 - October 2001
Salomon Brothers February 1976 - October 1989
Skills
Equities, Investments, Securities, Mutual Funds, Hedge Funds, Analysis, Mergers & Acquisitions, Asset Management, Portfolio Management
Education
Manhattan College
B.S.B.A., Operations Research
Bank Of Americal - Merrill Lynch November 2009 - Present
Bank of America 2008 - Present
Bank of America / Merrill Lynch 1999 - Present
Merrill Lynch 1999 - 2009
Lehman Brothers January 1998 - January 1999
Salomon Brothers March 1996 - January 1998
AT@T 1995 - 1996
Bellcore communications 1994 - 1995
Teledyne Farris Engineering 1988 - 1994
Skills
Red Hat Linux, Solaris, Storage, Data Center, Disaster Recovery, Linux, Unix, Performance Tuning, Veritas Cluster Server, Sybase, System Administration, Veritas Volume Manager, Cluster, Software Installation
Education
New Jersey Institute of Technology 1990 — 1992
MS, COMPUTER SCIENCE
New Jersey Institute of Technology 1984 — 1986
Qualified Ph.D Candidate, Mechanical Engg
New Jersey Institute of Technology 1982 — 1984
MS, MECHANICAL ENGG
National Institute of Technology Tiruchirappalli 1977 — 1982
BS, MECHANICAL ENGG
Bank of America August 2009 - Present
Bank of America November 2008 - August 2009
Celgene August 2008 - November 2008
Morgan Stanley September 2001 - February 2008
Random Walk Computing 2000 - 2001
Bankers Trust 1998 - 2000
Salomon Brothers 1997 - 1998
AIG 1996 - 1997
Bankers Trust 1985 - 1996
Skills
Process Engineering, Application Architecture, Data Management, Program Management, Analysis, Project Management, SDLC, Business Process..., Data Architecture, Risk Management, Project Portfolio..., PMO, Strategy, Project Planning, Market Risk, Project Delivery, Basel II, Requirements Gathering, Credit Risk, Team Building, Business Analysis, Leadership, Software Project..., Data Analysis, Financial Services, Budgets, Management Consulting, Governance, Investment Banking, Process Improvement, Fixed Income, Vendor Management, Information Technology, Banking, Business Intelligence, Enterprise Software
Education
Queens College 1973 — 1974
Computer Programming
Michlala 1972 — 1973
Judaic Studies
Ida Crown Jewish Academy Girls School
Ida Crown Jewish Academy Girls School
LIU Brooklyn
Hitachi Consulting July 2015 - Present
CentraLytics Corporation March 2000 - July 2015
Arthur Andersen & Co. 1998 - 2000
Salomon Brothers 1990 - 1994
Sandia National Laboratories 1985 - 1988
Skills
Custom software..., Evidence-based Medicine, Data Analytics, Biostatistics, Business Intelligence, Enterprise Software, Simulations, Monte Carlo Simulation, Markov Chain Monte Carlo, Finance, Binomial Lattice Trees, Valuation, Legal Technology, US GAAP, Statistical Software
Education
Massachusetts Institute of Technology 1977 — 1988
Undergraduate School, Physics, Chemistry
The University of Chicago 1988 — 1990
Graduate School, Chemical Physics
University of Illinois at Urbana-Champaign 1994 — 1996
Business School, Management Information Systems
Credit Agricole CIB August 2012 - Present
Barclays Capital March 2000 - April 2011
Salomon Brothers June 1996 - June 1999
Deutsche Morgan Grenfell 1995 - 1996
Bankers Trust 1994 - 1995
Skills
Fixed Income, Short Sales, Client Relationship..., Series 7, Series 63, Hedge Funds, Central Banks, Bonds, Corporate Bonds, Corporates, Credit, Financial Markets, Rates, CRM, Derivatives, Capital Markets, Liquidity, Securities, Asset Management, Bloomberg, Funding, Interest Rates, Treasury, Electronic Trading
Education
College of Law, London 1992 — 1993
Law Society Finals Exam, Law
Middlesex University 1989 — 1992
LLB (Hons), Law
Fortress Investment Group July 2006 - Present
Quest Diagnostics December 2004 - July 2006
Reuters 1999 - 2004
Salomon Brothers 1978 - 1998
Skills
Shared Services, Professional Services, Payroll, Strategic Sourcing, E-procurement, Vendor Management, Outsourcing, Change Management, Procurement, Contract Negotiation, Process Improvement, Supply Management, Sourcing, Global Sourcing, Negotiation, BPO, Mergers, Project Management, Business Analysis, Cross-functional Team...
Education
Mercy College 1996 — 1998
M.S., Business Leadership
RSA The Security Division of EMC May 2012 - Present
Qualys 2009 - 2012
Utimaco 2007 - 2009
Qualys Inc. 2003 - 2007
NetSec Inc. 2001 - 2003
Computer Associates/ Platinum Technologies / Memco Software 1996 - 2000
Salomon Brothers 1992 - 1996
KPMG Peat Marwick 1990 - 1992
Skills
Security, CISSP, Vulnerability Management, Sales Engineering, SaaS, Cloud Computing, Computer Security, Solution Selling, Compliance, IT Governance, Identity Management, Pre-sales, Information Security..., Vulnerability Assessment, Network Security, Encryption, Governance, PCI DSS, Information Security, Enterprise Software
Education
New York Institute of Technology 1990 — 1992
MBA
New York Institute of Technology 1983 — 1987
BT
Morgan Stanley Wealth Management February 2008 - Present
DNG Technology January 2007 - February 2008
Legg Mason & Co. LLC December 2005 - October 2006
Citigroup Asset Management October 2002 - December 2005
Credit Suisse Asset Management (CSAM) September 1999 - December 2000
Credit Suisse Asset Management 1999 - 2000
Salomon Brothers May 1992 - September 1997
Price Waterhouse LLC 1988 - 1992
Skills
IT Strategy, Business Process, Business Analysis, Program Management, Management, Process Improvement, Financial Services, ITIL, Vendor Management, Market Data, Portfolio Management, Project Management, Change Management, PMO, Equities, SDLC, Enterprise Software, Fixed Income
Education
University of South Florida 1985 — 1988
BS
Michigan State University 1982 — 1984
Aegis Energy Advisors Corp. September 1994 - Present
Salomon Brothers April 1991 - August 1994
First Boston Corporation (now Credit Suisse) October 1985 - April 1991
Bear Stearns & Co. October 1979 - October 1985
Skills
Strategic M&A, M&A Advisory Services, Valuation, Energy Industry, Petroleum Refining
Education
University of Pennsylvania - The Wharton School 1972 — 1974
MBA, Finance
Middlebury College 1968 — 1972
BA, Economics
The Nichols School 1964 — 1968
High School, High School
TD Securities August 2011 - April 2014
Barclays Capital December 2006 - May 2011
Citadel Investment Group 2005 - 2006
Lehman Brothers 2000 - 2005
Bankers Trust 1998 - 2000
Salomon Brothers 1991 - 1998
Skills
Fixed Income, Electronic Trading, Equities, Derivatives, Capital Markets, Investment Banking, Hedge Funds, Trading Systems, Trading, Financial Markets, Risk Management, Options, Market Data, Equity Derivatives
Education
Lehigh University 1981 — 1985
BS Computer Engineering
Corporate Electric Group, Inc. August 2009 - Present
Goldman Sachs & Co. September 2000 - August 2009
Spear, Leeds & Kellogg LP March 1994 - September 2000
Daiwa Securities January 1993 - March 1994
CS First Boston June 1988 - July 1992
Salomon Brothers June 1986 - June 1988
Education
Manhattan College 1982 — 1986
BS, Finance, Computer Information Systems
State Street Corporation October 2003 - Present
J&W Seligman and Co. September 1999 - October 2003
TIAA-CREF August 1989 - August 1999
Salomon Brothers 1980 - 1988
Skills
Software Development, Data Warehousing, Fixed Income, Equities, Financial Services, Securities, Asset Management, Hedge Funds, Derivatives, Mutual Funds, Portfolio Management, Middle Office, Investments, Bloomberg, Capital Markets, SDLC, Asset Managment, Sybase, Business Analysis
Education
New York University - Leonard N. Stern School of Business 1981 — 1985
"MBA", Finance, Investment Management
New York University
Master of Business Administration (MBA), Finance, Investment Management
Center for Medicare and Medicaid Services June 2012 - Present
US Army September 2010 - June 2012
The Mad Hatter April 2004 - September 2010
EDS November 1998 - March 2004
Cedar Crest High School August 1993 - November 1997
Salomon Brothers 1987 - 1990
Swiss Bank 1985 - 1987
Irving Trust 1983 - 1985
Colgate-Palmolive Corp February 1981 - February 1983
Coradian Corp September 1978 - December 1980
Skills
Project Management, Program Management, Requirements Analysis, Project Planning, Training, Analysis, Strategic Planning, System Administration, Management, Software Documentation, Budgets, CRM
Education
Milne 1969 — 1975
16
New York University
Intensive Course in Computer Programming and Systems Analysis
University at Albany, SUNY
University at Buffalo
Liberal Arts
Barclays Capital September 2008 - Present
Lehman Brothers April 2004 - September 2008
Lehman Brothers 1991 - 2004
Salomon Brothers 1989 - 1991
AT&T 1986 - 1988
Skills
Prime Brokerage, Fixed Income, Trading Systems, Derivatives, Market Risk, Bond Pricing, Futures, Options, Risk Analytics, Electronic Trading, Oracle HR, Sybase, Investment Banking, Interest Rate..., C++, Swaps, Bonds, Market Data
Education
GARP - FRM® certification 2003 — 2003
FRM® Financial Risk Manager certification, Financial Risk Manager
National Taiwan University
BS, Physics
Stony Brook University
Master, Electrical Engineering
The Ohio State University
Master, Physics
Tsai Shin High School
Private Investor October 2014 - Present
Halcyon Asset Management January 1998 - September 2014
Salomon Brothers 1982 - 1998
Education
New York University 1982 — 1986
BS / MBA, Accounting / Finance
Jonas Software September 2013 - Present
Member Solutions 2004 - Present
CBAA Lacrosse 2006 - 2014
Bucks Select Lacrosse 2008 - 2013
Advanta 2001 - 2004
NextCard 2000 - 2001
StockPower.com 1999 - 2000
Electronic Data Systems 1996 - 1999
Salomon Brothers 1993 - 1996
Skills
Product Management, Strategic Planning, Portfolio Management, Financial Services, Credit Cards, Business Analysis, Business Development, Vendor Management, Strategy, Team Leadership, Process Improvement, CRM, Management, Leadership, SaaS, Program Management, Cross-functional Team..., IT Strategy, Start-ups, Strategic Partnerships, Business Intelligence, Business Strategy, Team Building, Salesforce.com, E-commerce
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1992 — 1994
MBA
Morehouse College 1987 — 1989
BA, Finance
The Williston-Northampton School 1983 — 1985
Hotchkiss 1982 — 1983
Tower Research Capital March 2009 - Present
Hutchin Hill Capital July 2008 - January 2009
Bank of America 2000 - July 2008
Salomon Smith Barney July 1996 - 2000
Merrill Lynch December 1994 - July 1996
Salomon Brothers December 1993 - December 1994
Goldman Sachs June 1992 - December 1993
Skills
Market Data, Trading Systems, Perl, Solaris, Electronic Trading, Data Center, Unix, Low Latency, Linux, Fixed Income, Disaster Recovery, Distributed Systems, Unix Shell Scripting, High Availability, Shell Scripting, Equity Derivatives, Enterprise Architecture, Sybase, Credit Derivatives, Hedge Funds
Education
New York University 1988 — 1992
BA, Computer Science
Merrill Lynch / Bank of America March 2011 - Present
Merrill Lynch February 2008 - February 2011
Merrill Lynch April 1998 - February 2008
Salomon Brothers March 1996 - March 1998
The Chase Manhattan Bank April 1992 - February 1996
Skills
Trading Systems, Wealth Management, Strategy, Fixed Income, Equities, Investment Banking, SDLC, Business Analysis, Portfolio Management, Risk Management, Series 7, Derivatives, Capital Markets, Financial Services
Education
Manhattan College 1987 — 1991
B.S., Economics/General
Whitebox Advisors LLC March 2014 - Present
Aerwulf Asset Management September 2012 - March 2014
Interlachen Capital Group November 2005 - September 2012
EBF & Associates July 2003 - July 2005
KeyCorp February 2001 - July 2003
KeyCorp April 1997 - February 2001
NationsBank, New York November 1993 - November 1996
First Chicago January 1990 - October 1993
Salomon Brothers July 1987 - November 1989
Skills
Fixed Income, Proprietary Trading, Derivatives, Bonds, Options, Currency
Education
CFA Charterholder 2003 — 2005
New York University 1995 — 1996
Non-Degree Graduate Studies, Statistics
The University of Chicago 1991 — 1993
"Graduate Student at Large" Program, Statistics and Macroeconomics
Salomon Brothers Sales and Trading Training Program 1988 — 1989
University of Notre Dame 1983 — 1987
Bachelor of Business Administration (B.B.A.), Finance, General, Magna Cum Laude
AllianceBernstein November 1998 - Present
HBO (Home Box Office) May 1995 - November 1998
Salomon Brothers May 1993 - May 1995
Skills
Asset Managment, Equities, Talent Management, Recruiting, Asset Allocation, Human Capital, Employee Relations, Finance, Personnel Management, Investments, Fixed Income, Asset Management, Hedge Funds, Deferred Compensation, Project Management, Human Resources, Alternative Investments, Temporary Placement, Employee Benefits, Portfolio Management, Mergers & Acquisitions, Fund Of Funds
Education
New York University
MBA, Management and International Business
JPMorgan Chase May 2012 - Present
QVT Financial LP February 2008 - May 2012
BroadStreet Group LLC 2006 - 2007
Deutsche Bank 1995 - 2006
Deustche Bank 1995 - 2006
Salomon Brothers 1993 - 1995
AT&T 1992 - 1994
Bell Labs 1991 - 1993
Education
New Jersey Institute of Technology 1989 — 1990
MS, Computer Science
University of Mumbai 1984 — 1988
B.E., Compuer Engineering
Miami Beach Senior High School February 2011 - Present
Ransom Everglades School August 2001 - January 2011
Citigroup November 1999 - June 2001
Citigroup October 1998 - October 1999
Salomon Brothers 1990 - 1998
Skills
Public Speaking, Research
Education
Massachusetts Institute of Technology - Sloan School of Management 1985 — 1987
Rensselaer Polytechnic Institute 1981 — 1985
BS, Math of Operations Research
Miami Beach Senior High School
EMC Corp October 1999 - Present
Citigroup 1991 - 1999
Salomon Brothers 1991 - 1999
AT&T 1990 - 1991
AT&T 1987 - 1990
Skills
TCP/IP, Unix, Hardware, Networking, Technical Support, Storage, Storage Area Networks, Virtualization, Cloud Computing, Storage Virtualization, NAS, SAN, Enterprise Storage, Data Center, Disaster Recovery, Deduplication, High Availability, Brocade, Storage Architecture, EMC Storage, Clariion
Education
Middlesex County College
Associate's degree, Computer Science
Rutgers, The State University of New Jersey-New Brunswick
Bachelor's degree, Computer Science
FreshDirect February 2014 - Present
Gourmet Boutique, llc. March 2006 - February 2014
BLT Steak February 2004 - March 2006
The Ritz-Carlton Hotel Company LLC January 2002 - January 2004
Restaurant Virot November 2000 - October 2001
Tosai March 2000 - June 2000
Cello Restaurant June 1999 - March 2000
Union Square Hospitality Group October 1997 - June 1999
Salomon Brothers 1987 - 1993
Skills
Food Industry, HACCP, Food Science, Ingredients, Flavors, Food Safety, Food, Frozen Food, Bakery, Consumer Products, Product Development, Food Service, Menu Development
Education
Culinary Institute of America 1997 — 1998
Associate Degree in Culinary Arts
National Taiwan Normal University 1993 — 1995
Mandarin Language Studies
The College of New Jersey 1983 — 1986
Bachelor of Science (BS), Economics
Fiserv May 2014 - Present
MBIA May 2008 - May 2014
Ex Vice President, Aetna Inc June 1990 - February 1998
Salomon Brothers 1977 - 1988
Office of Management & Budget October 1975 - January 1977
GNMA August 1974 - October 1975
Housing & Urban Development March 1973 - August 1974
Illinois Housing Development Authority February 1969 - January 1973
Education
University of Chicago Law School 1962 — 1965
Doctor of Law (JD)
Michigan State University 1961 — 1962
Ma, Economics
Michigan State University 1957 — 1961
BA, Business Administration
BettyLynchEventing.com January 2011 - Present
Salomon Brothers October 1975 - January 1982
Skills
Equestrian, Horses, Event Management, Event Planning, Sponsorship, Social Media, Customer Service, Sports, Teaching, Sports Marketing, Sports Management, Ticket Sales, Athletics, Sponsorship Sales, Public Relations
Education
College of New Rochelle
BA, American History
New York University
MA, Retail Management
Citi October 2010 - Present
Credit Suisse July 2008 - December 2010
Morgan Stanley 1998 - 2008
Salomon Brothers 1989 - 1998
AIG 1985 - 1986
Skills
Change Management, Sybase, Fixed Income, Reference Data, Investment Banking, Business Analysis, SQL, Data Warehousing, Market Data, Trading Systems, SDLC, Equities, Capital Markets, Derivatives, Databases, Enterprise Architecture, Vendor Management, Middle Office, PMO, IT Strategy, Credit Derivatives, Risk Management, Electronic Trading, Hedge Funds, Financial Services, Equity Derivatives, Market Risk, Requirements Gathering, Portfolio Management, Trading, Software Project..., Autosys, Disaster Recovery, Unix, IT Management, Project Portfolio..., Banking, Data Architecture, Data Modeling, Data Governance, Data Integration, VBA, Business Intelligence, Unix Shell Scripting, ETL, Financial Modeling
Education
New York University
New York University May 2012 - Present
New York University November 1998 - April 2012
Salomon Brothers October 1993 - September 1994
Skills
Research, Science, Data Analysis, Chemistry, Teaching, Spectroscopy, Molecular Biology, Higher Education, Editing
Education
New York University 2015 — 2019
Liberal Arts and Sciences/Liberal Studies
CCNY 1995 — 1998
Elem Ed
BMCC 1994 — 1995
First New York January 2004 - Present
ClassicCarInformationGuru December 2014 - Present
SAC Capital January 2002 - December 2003
Bear Stearns May 1997 - March 2001
Bankers Trust August 1996 - May 1997
Salomon Brothers October 1993 - August 1996
Lehman Brothers April 1992 - October 1993
Skills
Hedge Funds, Equities, Alternative Investments, Equity Research, Private Equity, Capital Markets, Valuation, Investments, Financial Modeling, Trading, Series 7, Due Diligence, Investment Strategies, Mergers, Proprietary Trading, Bloomberg
Education
New York University 1987 — 1991
Bachelor of Science, Finance
Reflections Photography by Cher Cruz January 2009 - Present
Merrill Lynch May 1996 - January 2007
Salomon Brothers 1990 - 1995
Skills
Portrait Photography, Commercial Photography, Fashion Photography, Portraits
Education
Metropolitan State University of Denver 1981 — 1985
Bachelor's Degree, Marketing
DF Consulting September 2009 - Present
DanceMotion Performing Company August 2009 - Present
Designs of the Interior November 2005 - February 2009
Trans-Form LLC 1996 - 1998
Salomon Brothers 1989 - 1997
Education
Marist College 1984 — 1988
Business
MetLife November 2013 - Present
MetLife March 2010 - Present
Bank of America, consultant through ViaSource October 2009 - March 2010
Morgan Stanley July 1996 - May 2009
Lehman Brothers 1993 - 1996
Salomon Brothers 1991 - 1993
Businessland 1990 - 1991
Dillon Read 1989 - 1990
Skills
Talent Management, Instructional Design, Sales Skills Training, Project Management, Needs Analysis, E-Learning, Leadership Development, Succession Planning, Organizational..., Onboarding, Learning Management..., Training, Coaching, Financial Services, Insurance, Training Delivery, Strategy, Organizational Learning, Employee Engagement, Organizational..., Blended Learning, Selling Skills, Instructor-led Training, Program Management, CRM, Vendor Management, Process Improvement, Executive Coaching, Employee Training, Performance Improvement, Management, Performance Consulting, Learning Management, Management Development, Workshop Facilitation, Career Development, Organizational Design, Consulting, Leadership, Change Management, Start-ups, Staff Development, Sales
Education
New York University 1993 — 1996
MA, Education, Leadership, Technology
Penn State University 1985 — 1989
BA, Communications
Cardinal Expert Resumes 1993 - Present
Bank of America 2003 - 2009
Right Management 2001 - 2003
Natural Resources Defense Council 1999 - 2001
Fortress Investment Group 1997 - 1999
Salomon Brothers 1993 - 1997
PriceWaterhouseCoopers 1985 - 1993
Skills
Resume Writing, Career Counseling, Career Management, Job Coaching, Interview Preparation, Resume, Human Resources, Career Development, Public Speaking, Job Search Strategies, Personal Branding, Executive Coaching, Professional Bios, Career Assessment, Cover Letters, Interviews, Mock Interviews, Leadership Development, Coaching, Job Search Expert, Career Coach, LinkedIn Profiles, Interview Coaching, Transition Management, Career Transitioning, Business Coaching, Training, Workshop Facilitation, Motivational Speaking, Workshops, Job Search Coach, Job Fairs, Performance Appraisal..., Networking Skill..., LinkedIn Writer, Job Search
Education
New York University
Professional Certification, Adult Career Planning and Development
City University of New York-Queens College
Bachelor of Arts, Sociology
400 Capital Managment March 2011 - Present
Jane Street May 2009 - March 2011
Banc of America Securities August 2002 - April 2009
i2 Technologies July 1998 - July 2002
Salomon Brothers August 1997 - July 1998
Education
Massachusetts Institute of Technology 1993 — 1997
Strategic Real Estate Services May 2000 - Present
Crate & Barrel May 1999 - May 2000
The Home Depot January 1994 - May 1999
Mark IV Realty January 1989 - January 1994
Walsh, Higgins and Company January 1986 - January 1989
Salomon Brothers May 1985 - September 1985
Skills
Strategy, Brokerage, Strategic Planning, Project Management, Zoning, Real Estate, Financial Analysis, Contract Negotiation, Negotiation, Marketing Strategy, New Business Development, Marketing, Sales, Microsoft Excel, Risk Management, Real Estate Development, Due Diligence, Commercial Real Estate, Property Management, Location Intelligence, Real Estate Economics, Leases
Education
The University of Chicago Booth School of Business 1984 — 1986
MBA, Finance
Miami University 1980 — 1984
BS, Finance
Con Edison March 2001 - Present
BNP Paribas June 1997 - August 1999
Salomon Brothers September 1994 - March 1997
Skills
Energy Markets, Financial Modeling, Commodity Markets, Derivatives, Risk Management, Business Strategy, Energy, Renewable Energy, Trading, Fixed Income, Financial Analysis, Analysis, Investment Banking
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
Master of Business Administration (MBA), Finance, General
London Business School 2000 — 2000
Exchange Program, Finance
Stanford University September 2006 - August 2013
Stanford University July 2005 - August 2006
Silicon Valley Football Classic 2004 - 2005
National Center for Missing & Exploited Children 2002 - 2004
Xuade Inc. 2000 - 2002
Sousa & Chon Communications 1998 - 2000
The Limited / MAST Industries 1997 - 1998
Deutsche Bank 1993 - 1995
Salomon Brothers 1990 - 1993
Skills
Social Media, Sponsorship, Sports Marketing, Integrated Marketing..., Marketing, Marketing Strategy, Marketing Communications, Strategic Communications, Social Media Marketing, Media Relations, Public Relations, Business Strategy, Business Planning and..., Business Development, Sales, Brand Management, Game Day Presentation, Sports Administration, Project Management, Staff Management, Creative Video Services, Lead Generation, Event Management, Online Marketing, Fundraising, Entrepreneurship, Event Planning, Sports, Strategic Partnerships, Email Marketing, Management
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
Master of Business Administration (MBA), Strategic Management Consulting and Marketing
The University of Chicago 1986 — 1990
Bachelor of Arts (BA)
Merrill Lynch July 1998 - Present
Salomon Brothers August 1994 - June 1998
Reckitt & Colman September 1990 - August 1994
Education
Montclair State University
TIAA-CREF 2006 - Present
UBS Wealth Management 2005 - 2006
Salomon Smith Barney Asset Mgmt 1999 - 2005
Salomon Brothers 1997 - 1998
Skills
Portfolio Management, Alternative Investments
Education
Manhattan College 1993 — 1997
Venue Real Estate December 2012 - Present
Soldier Capital November 2009 - June 2010
Jesup Lamont/Empire Financial March 2008 - September 2008
Jefferies & Co March 1997 - November 2007
Lehman Brothers June 1989 - March 1997
Salomon Brothers 1979 - 1989
Skills
Real Estate Agent, Account Management, Alternative Investments, Asset Managment, Bonds, Career Strategist, Derivatives, Electronic Trading, Equities, FINRA, Financial Services, Hedge Funds, Fixed Income, Investment Strategies, Leadership, Market Making, Portfolio Management, Proprietary Trading, Referrals, Sales, Selling, Series 63, Series 24, Team Leadership, Trading, Trading Systems
Education
Nassau Community College
Associates, Liberal Arts
Jefferies & Company February 2007 - Present
Goldman Sachs December 2003 - January 2007
Goldman Sachs August 1999 - December 2003
Cowen and Company February 1997 - August 1999
Salomon Brothers November 1991 - January 1997
AT&T May 1978 - December 1990
Skills
Trading Systems, Financial Modeling, Bloomberg, Market Data, Investment Banking, Equities, Electronic Trading, Fixed Income, Microsoft Excel, Risk Management, Derivatives, Middle Office, Prime Brokerage, Capital Markets, Vendor Management, Asset Management, Financial Analysis, Hedge Funds
Education
Montclair State University 1982 — 1986
Bachelor of Arts (B.A.), Psychology
Dresdner Kleinwort Wasserstein 1999 - 2001
Salomon Brothers 1997 - 1998
Skills
Statistics, Analysis, Financial Analysis, Microsoft Excel, Risk Management, Microsoft Office, Financial Modeling, Social Media, Economics, Research, Fixed Income, Business Analysis, Derivatives, Hedge Funds, Equities, Capital Markets, Financial Markets, Trading, Portfolio Management, Credit Derivatives, Alternative Investments, Market Risk, Structured Products, Trading Systems, Investment Banking, Options, FX Options
Education
Matematicka Gimnazija
NYU
PhD, Physics
University of Belgrade
B.S., Physics
MIAC Acadametrics Ltd 2008 - Present
MIAC - Mortgage Industry Advisory Corporation August 1989 - Present
MIAC Analytics 1989 - Present
Mortgage Industry Advisory Corporation 1989 - Present
Salomon Brothers 1987 - 1989
Goldman Sachs 1977 - 1985
Skills
Capital Markets, Valuation, Fixed Income, Structured Finance, Financial Modeling, Portfolio Management, Asset Management, Derivatives, Investments, Due Diligence, Equities, Bloomberg, Securitization, Financial Services, Real Estate, Risk Management
Education
New York University - Leonard N. Stern School of Business 1981 — 1983
MBA, Finance
Lehigh University
BS, Finance and Marketing
Goldman Sachs 2000 - 2013
UBS 1997 - 2000
Salomon Brothers 1988 - 1992
EY 1987 - 1988
New York Daily News 1985 - 1987
JPMorgan Chase & Co. 1980 - 1984
Skills
IT Risk Management, Information Security..., Risk Management, Business Continuity..., Enterprise Risk..., Information Security..., Information Technology, Business Process..., Management, Business Process..., Identity Management, Access Control..., Vendor Management, Issue Management, Change Management, Project Management, E-Learning, IT Security Policies, Information Security..., Information Security..., Technical Writing, CISSP, CISM, CRISC
Education
Manhattan College 1982 — 1987
Master of Business Administration (MBA), Management Information Systems, General
Manhattan College 1975 — 1979
Bachelor of Business Administration (BBA), Management Science
State of NY Metropolitan Transportation Authority November 2014 - Present
Brown Brothers Harriman July 2013 - July 2014
Barclays September 2008 - July 2013
Lehman Brothers September 2006 - September 2008
McDonald Investments June 2000 - September 2006
National City Bank May 1998 - June 2000
Salomon Brothers January 1997 - February 1998
Carson Group May 1995 - December 1997
Education
New York University 2013 — 2016
Master of Arts (MA), Political Economy
New York University
Bachelor of Arts (BA), Political Science and Government
Bloomberg October 2011 - Present
Barclays Capital September 2008 - August 2011
Lehman Brothers 2005 - September 2008
Lehman Brothers 2000 - 2005
Lehman Brothers 1995 - 2000
Salomon Brothers 1993 - 1995
Skills
Linux, C++, Fixed Income, Derivatives, SQL, Solaris
Education
New York University 1989 — 1992
MS, Computer Science
Wells Fargo Fund Distributors January 2006 - Present
Salomon Brothers 2003 - 2006
Phoenix Investment Partners 2000 - 2002
New England Funds 1996 - 1999
Van Kampen 1993 - 1995
Skills
Series 7, Mutual Funds, Separately Managed..., Asset Allocation, Alternative Investments, Investments, Investment Advisory, Financial Markets, Asset Management
Education
University of California, Los Angeles 1986 — 1989
BA
Loyola Marymount University
Ambac Financial 2009 - Present
Business Information Solutions 2008 - 2009
Lehman Brothers 1998 - 2008
Salomon Brothers 1982 - 1998
Skills
Capital Markets, Fixed Income, Derivatives, Hedge Funds, Credit Derivatives, Investment Banking, Equities, Bonds, Risk Management, Securitization, Bloomberg, Securities, Structured Products
Education
Mount St. Mary's University 1977 — 1981
BS, Accounting
Darien Representative Town Meeting 2012 - Present
Salomon Brothers 1983 - 1987
Skills
Marketing, Strategic Planning, Business Development, Strategy
Education
LIU Post 1978 — 1983
ba, marketing
Network Infrastructure, Inc 2007 - Present
OPC Communications NY January 2000 - January 2003
Bear Stearns & Co 1986 - 2000
Salomon Brothers 1983 - 1986
Skills
PMO, Constructware, Land Development, Construction Management, Disaster Recovery, Risk Management, Data Center, Municipalities, Stormwater Management, Project Planning, Microsoft Excel, Microsoft Office, AutoCAD, Site Plans, Construction, Network Architecture, Visio, Project Management, Infrastructure, Team Leadership, Contract Management, Program Management, Information Technology, Integration, Project Control, Contract Negotiation, Process Improvement, MS Project, Project Delivery, PMP, Enterprise Architecture, Value Engineering, Process Engineering, Infrastructure..., Facilities Management, Project Portfolio..., System Deployment, IT Management, Business Continuity, IT Strategy, IT Operations, Vendor Management, Outsourcing, Project Finance, Closeout, Telecommunications, Owners Representative, Owner Representation
Education
Manhattan College 1978 — 1982
Bachelor of Science (BS), CIS and Management
Christ the King High School
Academic
Keefe, Bruyette & Woods December 2011 - Present
Long View Partners 2008 - 2011
Brownfields Capital 2006 - 2008
Merrill Lynch 2004 - 2006
Citigroup Investment Banking 1996 - 2004
Salomon Brothers 1996 - 2004
KBW 1987 - 1996
Education
Middlebury College 1983 — 1987
BA, Economics
Barclays Capital February 2010 - Present
Morgan Stanley July 2006 - November 2008
Morgan Stanley 1999 - 2006
Morgan Stanley 1996 - 1999
Morgan Stanley 1994 - 1996
Salomon Brothers 1988 - 1993
Goldman Sachs 1978 - 1988
Skills
Prime Brokerage, Risk, Hedge Funds, Financial Reporting, Operational Risk, Budgeting, Equities, Securities, Risk Management, Vendor Management, Financial Analysis, Business Analysis, Series 7, Operational Risk..., Derivatives, Financial Risk, Finance, Middle Office, Analysis, Budgets, Financial Services, Fixed Income, Capital Markets, Investment Banking, Bloomberg, Trading Systems, FX Options, Portfolio Management, Equity Derivatives
Education
LIU Brooklyn 1984 — 1988
MBA, Finance, Accounting, Economics, Management
Pace University 1979 — 1984
BBA, Business Administration
The University of Connecticut 1975 — 1977
Hollis Park Partners LP March 2014 - Present
Deutsche Bank Alternative Fund Services April 2010 - March 2014
Fortis Group - Prime Fund Solutions February 2005 - April 2010
Salomon Brothers February 2001 - February 2005
Lord Abbett November 1999 - March 2001
Merrill Lynch 1995 - 1999
Skills
Hedge Funds, Fixed Income, Alternative Investments, Structuring, Private Equity, Financial Structuring, Fund Of Funds, Derivatives, Portfolio Management, Equities, Asset Managment, Capital Markets, Prime Brokerage, Investment Banking, Due Diligence, Asset Management, Trading, Investments, Financial Markets, Securities, Equity Research, Equity Derivatives, Finance, Investor Relations, Financial Services, Mutual Funds, Options, Valuation, Structured Products, Investment Management, Fund Administration, Bloomberg, Bonds, FX Options, Structured Finance, Emerging Markets, Asset Allocation, Credit Derivatives, Hedging, Middle Office, Commodity, Equity Trading, Trading Systems, Electronic Trading, Series 7
Education
New York University 2006 — 2010
Diploma, Credit Analysis
St. John's University, The Peter J. Tobin College of Business 1991 — 1994
Bachelor of Science, Finance and Accounting
Our Lady of Snows & St Francis Prep
Academic
Curian Capital January 2006 - Present
Credit Suisse 2005 - 2006
MassMutual 2001 - 2003
Salomon Brothers 1997 - 2000
Vista Funds 1996 - 1997
Education
Lynchburg College 1989 — 1993
BA, Communications
TIAA-CREF June 2011 - March 2012
Double Rock Corporation 2007 - June 2011
Credit Suisse July 2002 - April 2007
Dreyfus December 1996 - March 2002
First Boston Corp / Credit Suisse First Boston January 1989 - December 1996
Salomon Brothers 1985 - 1987
Skills
Equities, SDLC, Fixed Income, Business Analysis, Back Office, Securities, DB2, Options, PMP, Requirements Analysis, Investment Banking, Risk Management, Project Management
Education
LIU Post
BA
Pace University - Lubin School of Business
MBA, Management Information Systems and Services
Point 72 Asset Management January 2005 - Present
Zpoint advisors 2002 - 2004
Salomon Brothers 1994 - 1998
Salomon Brothers 1988 - 1994
Skills
Strategy, Valuation, Credit Derivatives, Hedge Funds, Investment Banking, Management, Leadership, Treasury, Repos, FX Options, High Yield, Investments, Funding, Swaps, Financial Modeling, Structured Products, Portfolio Management, Financial Markets, Foreign Exchange, Organizational...
Education
New York University 1983 — 1987
ba, economics
Brevet Capital 2003 - Present
Genispace 2001 - 2003
eFinancial Service 1998 - 2001
Trioka Dialog 1997 - 1998
Bear Stearns 1993 - 1996
Salomon Brothers 1984 - 1988
Skills
Hedge Funds
Education
Boston University 1979 — 1981
Bachelor of Science (BS), Music & Finance
Moravian College
Moravian College
Moravian College
Harbor Point Financial LLC September 2012 - Present
Cantor Fitzgerald 2009 - 2012
Bank of America 2007 - 2009
Deutsche Bank 1996 - 2007
Bankers Trust 1988 - 1996
Salomon Brothers 1983 - 1988
Arthur Andersen & Co 1979 - 1983
Skills
Investment Banking, Valuation, Trading Systems, FX Options, Equities, Structured Products, Options, Derivatives, Alternative Investments, Market Risk, Bloomberg, Capital Markets, Securities, Due Diligence, Fixed Income, Banking, Financial Modeling, Interest Rate..., Hedge Funds, Financial Services, Hedging, Financial Risk, Bonds, Finance, Business Analysis, Portfolio Management, Financial Markets, Prime Brokerage, Trading, Asset Management, Risk Management, Financial Structuring, Corporate Finance, Credit Risk, Credit Derivatives, Investments, Equity Derivatives, Structured Finance, Private Equity, Emerging Markets, Securitization, Internal Controls, Funding, Fund Of Funds, Investment Management, Swaps, IPO, Treasury Management, Operational Risk, Investor Relations
Education
New York University 1975 — 1979
1979, Accounting
GenTek, Inc. November 2000 - May 2009
Health Insurance Plan of Greater NY (HIP) 1991 - 2000
Salomon Brothers 1990 - 1999
Group Health Incorporated (GHI) 1990 - 1991
Lord & Taylor 1988 - 1990
Education
LIU Brooklyn
Bachelor of Science, Finance
Stevens Institute of Technology January 2015 - Present
Natixis North America January 1998 - April 2014
Salomon Brothers July 1996 - February 1998
Hillsborough Community College June 1995 - August 1996
Hartford Life June 1990 - February 1995
Skills
Derivatives, Fixed Income, Portfolio Management, Asset Management, Investments, Trading, Analysis, Databases, Structured Products, Credit Derivatives, Bloomberg, Equity Derivatives, Structured Finance, Capital Markets, Trading Systems, Security, Risk Management, Finance
Education
Stevens Institute of Technology 2015 — 2018
Doctoral Program, Financial Engineering
Lehigh University 1988 — 1990
M.S., Applied Mathematics
Lehigh University 1984 — 1988
B.S., Statistics
Morgan Stanley September 2013 - Present
Morgan Stanley August 2006 - Present
ING U.S. 1999 - 2005
ING 1994 - 1999
Lehman Brothers 1993 - 1994
Salomon Brothers 1977 - 1993
Skills
IT Strategy, Risk Management, Information Security, Governance, Financial Risk, Security, Business Continuity, Computer Security, Management, Project Management, Vendor Management, SDLC, Leadership, Financial Services, Disaster Recovery, ITIL, Policy, IT Audit, Enterprise Risk..., Operational Risk, Program Management, IT Service Management, Information Security..., Information Security..., Information Technology, IT Security Best..., PMO, Information Security..., Internal Controls, Risk Assessment, Trading Systems, Operational Risk..., Enterprise Architecture, Market Data, Electronic Trading, Fixed Income
Education
Marymount Manhattan College 1900 — 1900
BS, Mathematics
Jefferies October 2003 - Present
Morgan Stanley August 1997 - September 2003
Salomon Brothers June 1993 - August 1997
Education
University of Chicago 1991 — 1993
MBA, 1993
Lehigh University 1983 — 1988
BA English Literature - 1987 / BS Industrial Engineering - 1988
University of London - Westfield College 1986 — 1986
PetPlus May 2014 - Present
Copernicus, Inc. March 2009 - April 2014
Aon August 2001 - December 2006
Goldman Sachs 1989 - 1995
Salomon Brothers 1986 - 1989
Skills
Start-ups, Risk Management, Business Strategy, Portfolio Management, Team Building, Marketing Strategy, Strategic Partnerships, Strategic Planning, Business Analysis, Strategy, Finance, New Business Development, Business Development, Management, Program Management, Entrepreneurship, Professional Liability, Leadership, Marketing, Insurance, CRM, Asset Managment, Financial Modeling, Valuation, SaaS, Management Consulting, Investments, Microsoft Office, Financial Analysis, Brokers, Negotiation, Property & Casualty..., Sales Management, Sales, Underwriting
Education
Massachusetts Institute of Technology
Ph.D., Mathematics
Warsaw University
Master of Science (MS), Mathematics
FactSet Research Systems July 1997 - Present
Literacy Volunteers of the Tarrytowns 1989 - Present
Salomon Brothers September 1978 - May 1989
Skills
Market Data, Equities, Financial Markets, Fixed Income, Financial Services, Software Project..., Training, Data Analysis, Business Analysis, Project Management, Analytics
Education
New York University - Leonard N. Stern School of Business 1985 — 1989
MBA, Finance
Dominican Academy
High School
Mount Holyoke College
B.A., Psychology
Merrill Lynch January 1997 - Present
Paine Webber June 1992 - January 1997
Robertson Stephens & Co May 1990 - June 1992
Salomon Brothers May 1984 - June 1989
Chase Manhattan Bank August 1982 - May 1984
Skills
Strategic Financial..., Financial Analysis, Financial Planners, Mutual Funds, Securities, Series 7, Tax, Accounting, High Net Worth..., Account Reconciliation
Education
Mercer University 1995 — 1997
None, Business/Managerial Economics, A
Vassar College 1978 — 1982
Bachelor's degree, Philosophy
Bernstein Private Wealth Management June 2000 - Present
Northern Trust Bank May 1998 - June 2000
Salomon Brothers November 1995 - March 1998
Skills
Marketing, Event Planning, Marketing Strategy, Microsoft Excel, Microsoft Word, Marketing Communications, Event Management, Strategic Planning, Business Strategy
Education
Lewis University
B.A., Business Administration
Marian Catholic High School
Business/Commerce, General
Quadrus Studio August 2011 - Present
Quadrus Studio 2011 - Present
Banner Packingf December 1994 - July 2010
Salomon Brothers September 1973 - September 1987
Skills
Microsoft Word, Research, Public Speaking, Teaching, PowerPoint, Microsoft Excel, Windows, Editing, Strategic Planning, Photoshop, HTML, Curriculum Design, Curriculum Development, Event Planning, Classroom, Coaching, Staff Development
Education
New York University 1972 — 1974
Bachelor's Degree, Education
Southern Illinois University, Carbondale 1968 — 1972
Education
MKS Consulting 2006 - Present
American India Foundation (AIF) January 2008 - January 2011
Pratham Tri-State, USA January 2003 - 2007
Pratham UK 2003 - 2005
Pratham Tri-State, USA 1998 - 2000
Salomon Brothers 1991 - 1997
Skills
Program Management, Non-profits, Project Management, Fundraising, Program Development, Policy Analysis, Volunteer Management, International..., Strategy, Community Outreach, Leadership Development, Philanthropy, Community Development, Nonprofits, Capacity Building, NGOs, Public Relations, Strategic Communications, International Relations, Workshop Facilitation, Social Entrepreneurship, Social Media, Analysis, Proposal Writing
Education
Columbia University - School of Continuing Education 2007 — 2007
Fundraising Management - Essentials of Fundraising, A-
New Jersey Institute of Technology 1989 — 1991
MS, Computer Science, GPA 4.0
Panjab University 1984 — 1985
Master’s Degree, Biochemisty
Punjabi University 1980 — 1984
Bachelor’s Degree, Biochemistry
Modern School 1975 — 1980
Capital Dynamics LLC 2002 - Present
Agamas Capital Management, LP 2004 - 2009
RBS Greenwich Capital 1997 - 2002
Financial Structuring LLC / FS Capital LLC 1994 - 1997
Daiwa Securities America 1991 - 1994
Salomon Brothers 1983 - 1991
Skills
Portfolio Management, Hedge Funds, ABS, Fixed Income, Structured Finance, Risk Management, Derivatives, Investments, Structured Products, Trading, CMBS, Valuation, MBS, Alternative Investments, Asset Management, Credit Portfolio..., Real Estate Financing, Investment Strategies, Business Development, Private Equity, Hedging
Education
Massachusetts Institute of Technology - Sloan School of Management
MS
Brown University - School of Engineering
Sc.B.
Bank of America January 2010 - Present
Goldman Sachs January 2001 - January 2010
Salomon Brothers January 1989 - January 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
McGill University
Bachelor of Arts (BA), Mathematics
Citadel Investment Group January 2002 - October 2009
MetaLogic Solutions LLC July 2000 - December 2001
Deutsche Bank Securities January 2000 - June 2000
Morgan Stanley July 1997 - December 1999
Salomon Brothers January 1994 - June 1997
Education
New Jersey Institute of Technology
Master, Computer Science
Intel Capital January 2012 - Present
Raymond James October 2007 - November 2010
Bank of America Securities August 1998 - October 2007
Creditanstalt Investment Bank February 1995 - August 1996
Salomon Brothers July 1991 - July 1994
Skills
Leadership, Project Management, Corporate Finance, Mergers & Acquisitions, Corporate Development, Strategy, Investment Banking, Financial Modeling, Valuation, Due Diligence, Start-ups, Finance, Investors
Education
University of Chicago 1996 — 1998
MBA with Highest Honors
London Business School 1998 — 1998
University of California, Berkeley 1987 — 1991
BS with Honors, Electrical Engineering and Computer Science
Global Benefit Associates January 2011 - January 2013
XE Capital Management January 2004 - August 2008
Covance August 1996 - March 2001
Salomon Brothers September 1989 - August 1996
Dun & Bradstreet September 1985 - 1989
Skills
Human Resources, Private Equity, Mergers, Strategic Planning, Finance, Management
Education
New York University
MBA, Finance
Syracuse University
BS, Accounting
Barclays Investment Bank July 2014 - Present
Barclays Capital 2008 - Present
Lehman Brothers 1997 - 2008
Salomon Brothers 1995 - 1997
Skills
Securities, Legal Research, Investment Banking, Legal Writing
Education
New York Law School 2008 — 2012
JD, Law
New York University
BA, Media
J.P. Morgan 2008 - Present
Bear Stearns 2003 - 2008
Bank of America 2000 - 2003
Montgomery Securities 1998 - 2000
Salomon Brothers 1993 - 1998
Education
Massachusetts Institute of Technology 1982 — 1987
BS, Finance
IBM May 2012 - Present
ADP 2001 - 2012
Information Builders 2000 - 2001
Salomon Brothers 1996 - 1999
Salomon Brothers 1986 - 1996
Singer-Kearfott 1983 - 1986
Skills
z/OS DB2, Problem Analysis and..., Project Planning, Process Improvement, Ability to Work Under..., Software Project..., DB2, Disaster Recovery, DB2 Data Sharing, Software Documentation, Testing, IT Service Management, Databases, IT Management, Security, IT Strategy, SDLC, Unix, Vendor Management, Quality Assurance, Integration, Business Analysis, Performance Tuning, Solution Architecture
Education
Montclair State University 1979 — 1983
B.S., Computer Science; Math Minor
St. Joseph's of the Palisades
Deutsche Bank June 2000 - October 2001
Deutsche Bank October 1995 - June 2000
Salomon Brothers June 1987 - October 1995
Yale University September 1986 - June 1987
The Wharton School, University of Pennsylvania September 1984 - September 1986
Education
Massachusetts Institute of Technology 1979 — 1984
Doctor of Philosophy (PhD), Finance
Massachusetts Institute of Technology 1977 — 1979
Master's degree, Management
University of Oxford 1974 — 1977
Bachelor's degree, Physics
Ontario Teachers' Pension Plan June 2014 - Present
Direct Energy / subsidiary of Centrica plc 2005 - 2013
Direct Energy / subsidiary of Centrica plc 2003 - 2005
Self Employed 2002 - 2003
Credit Suisse First Boston 1999 - 2001
Salomon Brothers International 1998 - 1999
Salomon Brothers 1996 - 1998
Skills
Equities, Strategy, Business Development, Due Diligence, Investment Banking, Energy, Capital Markets, Valuation, Fixed Income, Leadership, Mergers & Acquisitions, Business Planning, Finance, Financial Modeling, Mergers, Financial Analysis, Financial Structuring, Negotiation, Upstream
Education
CFA Institute
Chartered Financial Analyst
McGill University
McGill Certificate of Proficiency in French
McGill University 1992 — 1995
Bachelor of Arts, Honours Economics
Fir Tree Partners April 2012 - Present
Mediabrands January 2011 - May 2011
Joele Frank, Wilkinson Brimmer Katcher July 2007 - November 2010
Banc of America Securities May 2006 - April 2007
ING Investment Management November 2000 - October 2003
Moore Capital Management January 1998 - November 2000
Salomon Brothers January 1991 - January 1998
Education
New York University 1985 — 1988
B.A., English
UCLA 1980 — 1983
English B.A.
Goldman Sachs March 1999 - Present
Goldman Sachs & Co March 1999 - Present
Calvin Klein Incorporated November 1997 - March 1999
Salomon Brothers November 1996 - November 1997
Argo International Corporation April 1996 - November 1996
Education
Mount Saint Mary College 1991 — 1995
Bachelor of Science, Accounting
eSolar May 2013 - Present
Central Coast Network, Tech Coast Angels 2011 - 2013
Power-One 2008 - 2010
Amgen 2004 - 2008
Johnson & Johnson 2003 - 2004
Pfizer (formerly Pharmacia Corporation) 1999 - 2003
Silicon Graphics 1989 - 1999
Salomon Brothers 1985 - 1987
Skills
Capital Markets, Mergers & Acquisitions, Financial Analysis, Strategic Partnerships, Finance, Investor Relations, Product Development, Marketing Strategy, Analysis, Mergers, Strategy, Business Development, Start-ups, Business Strategy, Cross-functional Team..., New Business Development, Project Planning, Venture Capital, Due Diligence, Strategic Planning
Education
Massachusetts Institute of Technology - Sloan School of Management 1987 — 1989
MS, Management
Rice University 1981 — 1985
BA, Economics
Academy Mortgage Corporation January 2010 - Present
Reflections by Cher July 2007 - Present
Merrill Lynch January 2000 - January 2007
Merrill Lynch June 1995 - January 2000
Salomon Brothers April 1990 - June 1995
Precision Services Group January 1989 - April 1990
Meyer & CO March 1987 - January 1989
Skills
Mortgage Lending, Refinance, Loans, FHA, Mortgage Banking, Investment Properties, Sales, USDA, Loan Origination, Residential Mortgages, First Time Home Buyers, Real Estate, Credit, Credit Analysis, VA loans, Government Loans, FHA Financing, Portrait Photography, Photoshop, Lightroom, Event Photography, Equity Trading, Stock Trading, Customer Service, Management, Investments
Education
Scuola Leonardo 1985 — 1985
Italian Studies
Metropolitan State University of Denver 1981 — 1985
Bachelor's Degree, Marketing
Garca, Brasil 1980 — 1981
High School, Portuguese Language and Literature, Rotary Scholarship for Senior Study Abroad
Bear Creek 1978 — 1981
Jaime Taicher December 2012 - Present
UBS Financial Services Inc. April 2012 - December 2012
UBS Investment Bank October 2000 - September 2011
Salomon Brothers September 1990 - June 2000
Skills
Financial Advisory, Management Consulting, Alternative Investments, Finance, Asset Management, Investments, Securities, Portfolio Management, Private Equity, Bonds, Options, Financial Markets, Trading
Education
Pace University - Lubin School of Business
Master's degree, Taxation
New York University
Bachelor of Science (BS), Accounting
Florida Department of Financial Services November 2013 - Present
Legal Services of North Florida July 2012 - Present
Florida April 2005 - Present
State of Florida, Department of Financial Services December 2010 - November 2013
State of Florida, Department of Financial Services November 2006 - December 2010
Keiser University March 2005 - November 2006
State of Florida, Department of Business and Professional Regulation December 2003 - December 2004
State of Florida, Agency for Workforce Innovation December 2001 - December 2003
State fo Florida, Department of Environmental Protection August 1998 - November 2001
Salomon Brothers May 1994 - July 1995
Education
St. Thomas University School of Law 1995 — 1998
JD, Law
Mercer University 1987 — 1991
BA, Art
Early Childhood Center at the Community Synagogue of Rye 2013 - Present
Early Childhood Center of the Jewish Community Center of Harrison 2009 - 2012
Sanford C Bernstein 1998 - 2003
Salomon Brothers 1983 - 1993
Education
Manhattanville College
Master’s Degree, Early Childhood Education and Teaching
New York University - Leonard N. Stern School of Business
MBA, Concentration in Finance, Finance, General
AT&T September 2012 - Present
AT&T August 1995 - September 2012
Salomon Brothers February 1993 - August 1995
Skills
Data Center, VMware, Cloud Computing, Virtualization, Disaster Recovery, Solution Architecture, Enterprise Architecture
Education
Monmouth University 1989 — 1992
Master's degree, Computer Science
Rutgers University 1984 — 1988
Bachelor's degree, Computer Science
Deutsche Bank April 2015 - Present
Deutsche Bank November 2013 - April 2015
Deutsche Bank April 2005 - November 2013
Citigroup June 2003 - May 2005
Siebel Systems April 1999 - June 2001
Salomon Brothers May 1997 - April 1999
Skills
Investment Banking, Equity Research, Financial Analysis, Valuation, Corporate Finance, M&A experience, Bond Markets, Casino Gaming, Lodging, Hotels, Fixed Income, IPO
Education
New York University 2001 — 2003
Master of Business Administration (MBA), Finance, General
University of Florida 1993 — 1997
Bachelor of Science (B.S.), Political Science and Government
University of Florida 1993 — 1997
Bachelor of Arts (BA), Business Administration and Management, General