Salomon Brothers
Industry: Investment banking
DescriptionSalomon Brothers was an American investment bank founded in 1910 by Arthur, Herbert and Percy Salomon and a clerk named Ben Levy, remaining a partnership until the early 1980s. It was acquired by the commodity trading firm Phibro Corporation and became Salomon Inc. Founded: 1910 Ceased operations: 2003 Headquarters: New York City, New York, United States Revenue: 4.018 billion USD (June 1997) Number of employees: 7,100 (June 1997) Founders: Percy Salomon, Herbert Salomon, Arthur Salomon
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Salomon Brothers Employees
Employee
Years
Job
Industry
Janet Petosa Marsh Janet Petosa Marsh's Salomon Brothers Experience November 1990 - October 1997
Job Panel Operations Manager at Q Research Solutions
Industry
Experience
Q Research Solutions March 2014 - Present
Susan M. Schneider & Associates, CPAs August 2010 - June 2011
Q Research Solutions March 2004 - November 2007
Salomon Brothers/Salomon Smith Barney/Citigroup November 1997 - December 2001
Salomon Brothers November 1990 - October 1997
Goldman Sachs June 1990 - October 1990
Drexel Burnham Lambert June 1987 - May 1990
Skills
Project Management, Process Improvement, Marketing, Relationship Management, Procurement, Contract Negotiation, Data Analysis, Problem Solving, Customer Oriented, Communication Skills, Vendor Management, Cross-functional Team..., Corporate Travel, Training
Education
St. John's University 1992 — 1996
Master of Business Administration (MBA), Executive Management
Pace University 1983 — 1987
Bachelor of Science (BS), Computer Science, Cum Laude
Q Research Solutions March 2014 - Present
Susan M. Schneider & Associates, CPAs August 2010 - June 2011
Q Research Solutions March 2004 - November 2007
Salomon Brothers/Salomon Smith Barney/Citigroup November 1997 - December 2001
Salomon Brothers November 1990 - October 1997
Goldman Sachs June 1990 - October 1990
Drexel Burnham Lambert June 1987 - May 1990
Skills
Project Management, Process Improvement, Marketing, Relationship Management, Procurement, Contract Negotiation, Data Analysis, Problem Solving, Customer Oriented, Communication Skills, Vendor Management, Cross-functional Team..., Corporate Travel, Training
Education
St. John's University 1992 — 1996
Master of Business Administration (MBA), Executive Management
Pace University 1983 — 1987
Bachelor of Science (BS), Computer Science, Cum Laude
Bik Yee Wong, CRISC Bik Yee Wong, CRISC's Salomon Brothers Experience 1993 - 1999
Job Senior Manager, Security Compliance at Covance
Industry Pharmaceuticals
Experience
Bristol-Myers Squibb Company 2009 - 2013
Bristol-Myers Squibb 2007 - 2008
Bristol-Myers Squibb 2002 - 2006
Instinet Incorporated 1999 - 2002
Salomon Brothers 1993 - 1999
Coopers & Lybrand Consulting 1992 - 1993
Skills
Cross-functional Team..., GMP, IT Strategy, Information Security, Project Management, IT Service Management, Pharmaceutical Industry, Security, SDLC, Risk Management, Business Process, Validation, Information Technology, Governance, IT Management, Analysis, Process Improvement, Software Documentation, Quality Assurance, Information Security..., Network Security, Change Management, Auditing, IT Operations, IT Audit, Strategy, Management, SharePoint, Service Delivery, SAP, ITIL, Business Process..., PMO, Vendor Management, Leadership, Project Portfolio..., Business Analysis, Change Control, Visio, Enterprise Architecture
Education
Pace University
Master of Business Administration (M.B.A.), Finance
New York University - Leonard N. Stern School of Business
Bachelor of Science (BS), Information Systems
Bristol-Myers Squibb Company 2009 - 2013
Bristol-Myers Squibb 2007 - 2008
Bristol-Myers Squibb 2002 - 2006
Instinet Incorporated 1999 - 2002
Salomon Brothers 1993 - 1999
Coopers & Lybrand Consulting 1992 - 1993
Skills
Cross-functional Team..., GMP, IT Strategy, Information Security, Project Management, IT Service Management, Pharmaceutical Industry, Security, SDLC, Risk Management, Business Process, Validation, Information Technology, Governance, IT Management, Analysis, Process Improvement, Software Documentation, Quality Assurance, Information Security..., Network Security, Change Management, Auditing, IT Operations, IT Audit, Strategy, Management, SharePoint, Service Delivery, SAP, ITIL, Business Process..., PMO, Vendor Management, Leadership, Project Portfolio..., Business Analysis, Change Control, Visio, Enterprise Architecture
Education
Pace University
Master of Business Administration (M.B.A.), Finance
New York University - Leonard N. Stern School of Business
Bachelor of Science (BS), Information Systems
Michael F. Connor Michael F. Connor's Salomon Brothers Experience 1986 - 1992
Job Executive Vice President, Product Management at PIMCO
Industry Financial Services
Experience
PIMCO April 2012 - Present
Bank of America Merrill Lynch January 2009 - February 2012
Merrill Lynch October 2003 - January 2009
UBS Investment Bank 1993 - 2003
General Re Financial Products 1992 - 1993
Salomon Brothers 1986 - 1992
Skills
Hedge Funds, Structured Products, Equity Derivatives, Fixed Income, Credit/Rates Derivatives, Risk Management, Investment Management, Alternative Investments, Quantitative Investment..., Equities, Pensions, CDO, Swaps, Funding, Sales/Trading/Structurin..., FX, Commodities, Trading, Derivatives, Rates, Proprietary Trading, Electronic Trading, Credit, Commodity, Credit Derivatives, FX Options, Securities, Financial Structuring, Investment Banking, Market Risk, Capital Markets, Structured Finance, Portfolio Management, Options, Interest Rate..., Investments, CDS, Quantitative Finance, Bloomberg, Financial Markets
Education
University of Chicago 1983 — 1986
MBA, ABD, International Finance
Princeton University 1978 — 1982
AB, Statistics
PIMCO April 2012 - Present
Bank of America Merrill Lynch January 2009 - February 2012
Merrill Lynch October 2003 - January 2009
UBS Investment Bank 1993 - 2003
General Re Financial Products 1992 - 1993
Salomon Brothers 1986 - 1992
Skills
Hedge Funds, Structured Products, Equity Derivatives, Fixed Income, Credit/Rates Derivatives, Risk Management, Investment Management, Alternative Investments, Quantitative Investment..., Equities, Pensions, CDO, Swaps, Funding, Sales/Trading/Structurin..., FX, Commodities, Trading, Derivatives, Rates, Proprietary Trading, Electronic Trading, Credit, Commodity, Credit Derivatives, FX Options, Securities, Financial Structuring, Investment Banking, Market Risk, Capital Markets, Structured Finance, Portfolio Management, Options, Interest Rate..., Investments, CDS, Quantitative Finance, Bloomberg, Financial Markets
Education
University of Chicago 1983 — 1986
MBA, ABD, International Finance
Princeton University 1978 — 1982
AB, Statistics
Patricia Bates - Farmer Patricia Bates - Farmer's Salomon Brothers Experience March 1982 - 1998
Job Operations
Industry Financial Services
Experience
HSBC, USA January 2012 - Present
Quality Distribution, Inc. July 2011 - October 2011
Citicorp Services Inc July 1999 - June 2011
Salomon Brothers March 1982 - 1998
Skills
Accounting, Customer Service, Derivatives, Investments, Customer Relations, Financial Analysis, Commodity, Investment Banking, Securities, Financial Services, Call Centers, Accounts Payable, Loans, Cash Management, Options, Finance, Banking, Equities, Portfolio Management, Fixed Income, Asset Management, Back Office, Swaps, Settlement, Mortgage Lending, Middle Office, Funding, Treasury, Mortgage Servicing
Education
Pace University 1990 — 1992
Accounting and Finance
Walton High School 1973 — 1976
Accounting and Finance
HSBC, USA January 2012 - Present
Quality Distribution, Inc. July 2011 - October 2011
Citicorp Services Inc July 1999 - June 2011
Salomon Brothers March 1982 - 1998
Skills
Accounting, Customer Service, Derivatives, Investments, Customer Relations, Financial Analysis, Commodity, Investment Banking, Securities, Financial Services, Call Centers, Accounts Payable, Loans, Cash Management, Options, Finance, Banking, Equities, Portfolio Management, Fixed Income, Asset Management, Back Office, Swaps, Settlement, Mortgage Lending, Middle Office, Funding, Treasury, Mortgage Servicing
Education
Pace University 1990 — 1992
Accounting and Finance
Walton High School 1973 — 1976
Accounting and Finance
Janine Katz Janine Katz's Salomon Brothers Experience 1991 - 1998
Job Technology Project Manager
Industry Financial Services
Experience
Capco February 2015 - Present
Citi 2003 - February 2015
Salomon Smith Barney 1998 - 2003
Salomon Brothers 1991 - 1998
Mount Sinai Health System 1989 - 1991
Skills
Project Management, Maintaining Strong..., SDLC, Business Analysis, Cross-functional Team..., Risk Management, Communication Skills, Software Implementation, Software Development, Integration, Leadership, Enterprise Architecture, Enterprise Software, Budgets, Talent Management, Project Planning, Liasoning, Compliance, Information Security, Distributed Team..., Team Building, Offshoring, Scope Management, Cost Management, Project Delivery, Project Estimation, Performance Management, Resource Management, PMO, Business Process..., Shared Services, Corporate Services, Executive Services, IT Risk and Control, Records Management, Procurement, Accounts Payable, Corporate Events, Corporate Travel, Hospitality, Hoteling, Data Privacy, Governance, CRM, Vendor Management, Wealth Management, Investment Banking, Investor Relations, Business Transformation
Education
Pace University
Bachelor of Arts (BA), Computer Science
Professional Development
Capco February 2015 - Present
Citi 2003 - February 2015
Salomon Smith Barney 1998 - 2003
Salomon Brothers 1991 - 1998
Mount Sinai Health System 1989 - 1991
Skills
Project Management, Maintaining Strong..., SDLC, Business Analysis, Cross-functional Team..., Risk Management, Communication Skills, Software Implementation, Software Development, Integration, Leadership, Enterprise Architecture, Enterprise Software, Budgets, Talent Management, Project Planning, Liasoning, Compliance, Information Security, Distributed Team..., Team Building, Offshoring, Scope Management, Cost Management, Project Delivery, Project Estimation, Performance Management, Resource Management, PMO, Business Process..., Shared Services, Corporate Services, Executive Services, IT Risk and Control, Records Management, Procurement, Accounts Payable, Corporate Events, Corporate Travel, Hospitality, Hoteling, Data Privacy, Governance, CRM, Vendor Management, Wealth Management, Investment Banking, Investor Relations, Business Transformation
Education
Pace University
Bachelor of Arts (BA), Computer Science
Professional Development
Erhard (Hardy) Berger Erhard (Hardy) Berger's Salomon Brothers Experience October 1961 - October 1987
Job Accounts Manager at Lion's Lair
Industry Retail
Experience
Lion's Lair 1996 - Present
Salomon Brothers October 1961 - October 1987
Skills
Account Management, Sales Management, Retail, FileMaker
Education
Newtown High School 1954 — 1958
Pace University
Lion's Lair 1996 - Present
Salomon Brothers October 1961 - October 1987
Skills
Account Management, Sales Management, Retail, FileMaker
Education
Newtown High School 1954 — 1958
Pace University
paul sinsar paul sinsar's Salomon Brothers Experience 1976 - 1980
Job Managing Director at Blue River Asset Management
Industry
Experience
Blue River Asset Management 2000 - Present
Bigelow & Company 1997 - 2000
George K. Baum & Company 1990 - 1995
Drexel Burnham Lambert 1984 - 1990
Salomon Brothers 1976 - 1980
J.P. Morgan 1973 - 1976
Education
Princeton University 1968 — 1972
A.B., Economics
Blue River Asset Management 2000 - Present
Bigelow & Company 1997 - 2000
George K. Baum & Company 1990 - 1995
Drexel Burnham Lambert 1984 - 1990
Salomon Brothers 1976 - 1980
J.P. Morgan 1973 - 1976
Education
Princeton University 1968 — 1972
A.B., Economics
John Latino's Salomon Brothers Experience May 1989 - February 1990
Job Trader at ZPR Investment Management
Industry Financial Services
Experience
ZPR Investment Management April 2013 - Present
Morgan Stanley March 2010 - August 2011
OppenheimerFunds September 2002 - June 2009
Jacobs Levy Equity Management June 1996 - August 2002
JPMorgan Chase January 1992 - February 1994
JPMorgan Chase February 1990 - January 1992
Salomon Brothers May 1989 - February 1990
Skills
Electronic Trading, Trading Systems, Equities, Trading, Program Trading, Trading Strategies, Securities, Portfolio Management, Equity Trading, Financial Risk, Hedge Funds, Hedging, Buy-side, Bloomberg, Quantitative Investing, Quantitative Finance, Algorithms, Bonds, Fixed Income, Alternative Investments, Analysis, Options, ETFs, Equity Derivatives, Capital Markets, Trading Technology, Data Analysis, Financial Markets, Derivatives, Risk Monitoring, Series 7, Investments, TCA, Market Data, Proprietary Trading, Dark Pools, Algorithm Analysis, R, SQL, Python, Commodity, FINRA, Equity Research, Asset Allocation, FX trading
Education
Stevens Institute of Technology
MS, Mathematics/Statistics
Northeastern University 1983 — 1988
BS, Finance, Economics, Computer Science
ZPR Investment Management April 2013 - Present
Morgan Stanley March 2010 - August 2011
OppenheimerFunds September 2002 - June 2009
Jacobs Levy Equity Management June 1996 - August 2002
JPMorgan Chase January 1992 - February 1994
JPMorgan Chase February 1990 - January 1992
Salomon Brothers May 1989 - February 1990
Skills
Electronic Trading, Trading Systems, Equities, Trading, Program Trading, Trading Strategies, Securities, Portfolio Management, Equity Trading, Financial Risk, Hedge Funds, Hedging, Buy-side, Bloomberg, Quantitative Investing, Quantitative Finance, Algorithms, Bonds, Fixed Income, Alternative Investments, Analysis, Options, ETFs, Equity Derivatives, Capital Markets, Trading Technology, Data Analysis, Financial Markets, Derivatives, Risk Monitoring, Series 7, Investments, TCA, Market Data, Proprietary Trading, Dark Pools, Algorithm Analysis, R, SQL, Python, Commodity, FINRA, Equity Research, Asset Allocation, FX trading
Education
Stevens Institute of Technology
MS, Mathematics/Statistics
Northeastern University 1983 — 1988
BS, Finance, Economics, Computer Science
Stacey Herndon Stacey Herndon's Salomon Brothers Experience 1995 - 1999
Job Institutional Asset Manager
Industry Financial Services
Experience
PNC Institutional Asset Management February 2011 - Present
New York Life Insurance Company 2009 - 2010
FBR February 2004 - July 2007
Citigroup (Salomon Brothers) 1994 - 2002
Salomon Brothers 1995 - 1999
Public Resources Advisory Group 1991 - 1993
The PFM Group 1989 - 1991
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Princeton University 1985 — 1989
Bachelor or Arts, Politics
The Sidwell Friends School 1981 — 1985
PNC Institutional Asset Management February 2011 - Present
New York Life Insurance Company 2009 - 2010
FBR February 2004 - July 2007
Citigroup (Salomon Brothers) 1994 - 2002
Salomon Brothers 1995 - 1999
Public Resources Advisory Group 1991 - 1993
The PFM Group 1989 - 1991
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Princeton University 1985 — 1989
Bachelor or Arts, Politics
The Sidwell Friends School 1981 — 1985
Scot Wilce Scot Wilce's Salomon Brothers Experience October 1988 - April 1998
Job Director of Tax Technology Amazon.com
Industry Internet
Experience
Amazon March 2014 - Present
GE Capital February 2011 - February 2014
Goldman Sachs March 2010 - March 2011
Morgan Stanley January 2010 - February 2010
Goldman Sachs April 1998 - February 2009
Salomon Brothers October 1988 - April 1998
Arthur Andersen 1986 - 1988
Skills
Project Management, Analysis, IT Strategy, Team Building, Business Process, SDLC, Financial Services, Leadership, Vendor Management, Management, Business Analysis
Education
University of North Carolina at Chapel Hill 1985 — 1986
Masters, Accounting/Tax
North Carolina State University 1981 — 1984
BA, Accounting
Amazon March 2014 - Present
GE Capital February 2011 - February 2014
Goldman Sachs March 2010 - March 2011
Morgan Stanley January 2010 - February 2010
Goldman Sachs April 1998 - February 2009
Salomon Brothers October 1988 - April 1998
Arthur Andersen 1986 - 1988
Skills
Project Management, Analysis, IT Strategy, Team Building, Business Process, SDLC, Financial Services, Leadership, Vendor Management, Management, Business Analysis
Education
University of North Carolina at Chapel Hill 1985 — 1986
Masters, Accounting/Tax
North Carolina State University 1981 — 1984
BA, Accounting
Helene Morizzo Helene Morizzo's Salomon Brothers Experience 1990 - 1998
Job CPA at WithumSmith+Brown PC
Industry Accounting
Experience
WithumSmith+Brown January 2014 - Present
HMD CPAS January 2007 - January 2014
AARP Tax Aide January 2000 - January 2007
Salomon Brothers 1990 - 1998
Skills
Corporate Tax, High Net Worth..., Small Business Tax, CPA, Tax, Accounting, Income Tax, Accountants, Financial Reporting, Auditing, QuickBooks, Financial Accounting, Tax Preparation, Partnership Taxation, Financial Statements
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1985 — 1987
BS, Accounting
Northeastern University 1982 — 1985
WithumSmith+Brown January 2014 - Present
HMD CPAS January 2007 - January 2014
AARP Tax Aide January 2000 - January 2007
Salomon Brothers 1990 - 1998
Skills
Corporate Tax, High Net Worth..., Small Business Tax, CPA, Tax, Accounting, Income Tax, Accountants, Financial Reporting, Auditing, QuickBooks, Financial Accounting, Tax Preparation, Partnership Taxation, Financial Statements
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1985 — 1987
BS, Accounting
Northeastern University 1982 — 1985
Beth Houle Beth Houle's Salomon Brothers Experience 1988 - 1991
Job Social Investor, Nonprofit Leader
Industry Nonprofit Organization Management
Experience
Taproot Foundation September 2011 - September 2012
Opportunity International August 2008 - August 2011
Opportunity International April 2007 - September 2008
Opportunity International March 2003 - March 2007
Opportunity International July 2001 - March 2003
Women's Opportunity Fund of Opportunity International February 2000 - June 2001
Women's Opportunity Fund of Opportunity International June 1998 - February 2000
City Year November 1996 - June 1998
The Fresh Air Fund 1991 - 1993
Salomon Brothers 1988 - 1991
Skills
Strategic Planning, Program Development, Marketing Strategy, Fundraising, International..., nonprofit, Microfinance, Strategy, Management, Social Entrepreneurship, Non-profits, Leadership, Social Impact, Program Management, Social Media, Performance Management, Grants, Proposal Writing, Business Strategy, Executive Management, Community Outreach, Community Development, Public Speaking, Event Planning, Mergers & Acquisitions, Grant Writing, Business Planning, Event Management, Social Services, Organizational..., Project Planning, Marketing Management, Sustainability, Board Development, Corporate Social..., Editing, Public Policy, Marketing, Capacity Building, Nonprofits
Education
Harvard Business School - Executive Education 2004 — 2004
Executive Education, Harvard Humanitarian Leadership Course, June 2004
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Finance, Marketing, Public/Nonprofit Mgt
University of Dayton
BA, English, Marketing, Psychology
Taproot Foundation September 2011 - September 2012
Opportunity International August 2008 - August 2011
Opportunity International April 2007 - September 2008
Opportunity International March 2003 - March 2007
Opportunity International July 2001 - March 2003
Women's Opportunity Fund of Opportunity International February 2000 - June 2001
Women's Opportunity Fund of Opportunity International June 1998 - February 2000
City Year November 1996 - June 1998
The Fresh Air Fund 1991 - 1993
Salomon Brothers 1988 - 1991
Skills
Strategic Planning, Program Development, Marketing Strategy, Fundraising, International..., nonprofit, Microfinance, Strategy, Management, Social Entrepreneurship, Non-profits, Leadership, Social Impact, Program Management, Social Media, Performance Management, Grants, Proposal Writing, Business Strategy, Executive Management, Community Outreach, Community Development, Public Speaking, Event Planning, Mergers & Acquisitions, Grant Writing, Business Planning, Event Management, Social Services, Organizational..., Project Planning, Marketing Management, Sustainability, Board Development, Corporate Social..., Editing, Public Policy, Marketing, Capacity Building, Nonprofits
Education
Harvard Business School - Executive Education 2004 — 2004
Executive Education, Harvard Humanitarian Leadership Course, June 2004
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Finance, Marketing, Public/Nonprofit Mgt
University of Dayton
BA, English, Marketing, Psychology
Miguel Oviedo Miguel Oviedo's Salomon Brothers Experience September 1990 - June 1995
Job Western World Insurance Group
Industry Information Technology and Services
Experience
Western World Insurance Group March 2008 - Present
Bergen Financial Technology September 2001 - March 2008
Morgan Stanley September 1998 - September 2001
J.P. Morgan June 1995 - September 1998
Salomon Brothers September 1990 - June 1995
Skills
General Liability, Liability, Casualty, D&O, Excess
Education
New York Institute of Finance 1996 — 1999
Economics, Finance
New York University 1983 — 1989
Bachelor of Arts (B.A.), Computer Science
Western World Insurance Group March 2008 - Present
Bergen Financial Technology September 2001 - March 2008
Morgan Stanley September 1998 - September 2001
J.P. Morgan June 1995 - September 1998
Salomon Brothers September 1990 - June 1995
Skills
General Liability, Liability, Casualty, D&O, Excess
Education
New York Institute of Finance 1996 — 1999
Economics, Finance
New York University 1983 — 1989
Bachelor of Arts (B.A.), Computer Science
Randy Kinard Randy Kinard's Salomon Brothers Experience June 1987 - May 1989
Job Vice President at Fiduciary Trust Company
Industry Investment Management
Experience
Fiduciary Trust Company 2005 - Present
JP Morgan June 1989 - May 2005
Salomon Brothers June 1987 - May 1989
Skills
Equities, Asset Management, Alternative Investments, Research, Securities, Fixed Income, Portfolio Management, Business Strategy, Mutual Funds, Investments, Investment Management
Education
New York University - Leonard N. Stern School of Business 1984 — 1987
MBA, Finance
Princeton University 1979 — 1983
BSE, Geological Engineering
Fiduciary Trust Company 2005 - Present
JP Morgan June 1989 - May 2005
Salomon Brothers June 1987 - May 1989
Skills
Equities, Asset Management, Alternative Investments, Research, Securities, Fixed Income, Portfolio Management, Business Strategy, Mutual Funds, Investments, Investment Management
Education
New York University - Leonard N. Stern School of Business 1984 — 1987
MBA, Finance
Princeton University 1979 — 1983
BSE, Geological Engineering
Andy Kalotay Andy Kalotay's Salomon Brothers Experience 1981 - 1990
Job President at Andrew Kalotay Associates
Industry Financial Services
Experience
Andrew Kalotay Associates 1990 - Present
Polytechnic Institute of New York University 1994 - 1997
Salomon Brothers 1981 - 1990
Dillon Read 1979 - 1981
Skills
Interest Rate..., Bonds, Fixed Income, Capital Markets, MBS, Securities, Fixed Income Analysis, Investment Banking, Derivatives, Bloomberg, Dodd-Frank, Structured Products, Structured Finance, Portfolio Management, Swaps, Options, Asset Managment, Ratchet Bonds, Estate Put Bonds, Municipal Finance, Equities, Emerging Markets, Hedge Funds, Investments, Electronic Trading, Alternative Investments, Valuation, Asset Management, Municipalities
Education
Queen's University
BS & MS, Mathematics
University of Toronto
PhD, Mathematics
Andrew Kalotay Associates 1990 - Present
Polytechnic Institute of New York University 1994 - 1997
Salomon Brothers 1981 - 1990
Dillon Read 1979 - 1981
Skills
Interest Rate..., Bonds, Fixed Income, Capital Markets, MBS, Securities, Fixed Income Analysis, Investment Banking, Derivatives, Bloomberg, Dodd-Frank, Structured Products, Structured Finance, Portfolio Management, Swaps, Options, Asset Managment, Ratchet Bonds, Estate Put Bonds, Municipal Finance, Equities, Emerging Markets, Hedge Funds, Investments, Electronic Trading, Alternative Investments, Valuation, Asset Management, Municipalities
Education
Queen's University
BS & MS, Mathematics
University of Toronto
PhD, Mathematics
Ted Campanello Ted Campanello's Salomon Brothers Experience 1989 - 1996
Job Senior Program Manager at AIG
Industry Financial Services
Experience
AIG 2014 - Present
AIG 2013 - 2014
Standard and Poor's S&P Indices 2008 - 2012
Standard & Poor's S&P Indices 2006 - 2008
Standard & Poor's S&P Indices 2003 - 2006
Citigroup 2003 - 2003
Citigroup 1996 - 2003
Salomon Brothers 1989 - 1996
Skills
Program Management, Strategy, Business Analysis, Financial Services, Equity Indices, Salesforce.com, SharePoint, Business Process..., Six Sigma, Equities, Portfolio Management, Market Data, Client Services, Integration, Process Improvement, Leadership, Program/Project..., Endeavor, Fixed Income, Trading Systems, Project Management, SaaS, Analysis, Product Management, Fame, Company Presentations, Financial Services Data..., Operational Process..., Daptiv, Financial Markets, Electronic Trading, PMP, Mergers & Acquisitions, FAME Software, PMO, PMO Services, Management
Education
University of Notre Dame
Bachelor of Arts (B.A.), Economics & Computer Applications
Pace University
Master of Science (M.S.), Computer Science
Stuyvesant High School (New York City)
AIG 2014 - Present
AIG 2013 - 2014
Standard and Poor's S&P Indices 2008 - 2012
Standard & Poor's S&P Indices 2006 - 2008
Standard & Poor's S&P Indices 2003 - 2006
Citigroup 2003 - 2003
Citigroup 1996 - 2003
Salomon Brothers 1989 - 1996
Skills
Program Management, Strategy, Business Analysis, Financial Services, Equity Indices, Salesforce.com, SharePoint, Business Process..., Six Sigma, Equities, Portfolio Management, Market Data, Client Services, Integration, Process Improvement, Leadership, Program/Project..., Endeavor, Fixed Income, Trading Systems, Project Management, SaaS, Analysis, Product Management, Fame, Company Presentations, Financial Services Data..., Operational Process..., Daptiv, Financial Markets, Electronic Trading, PMP, Mergers & Acquisitions, FAME Software, PMO, PMO Services, Management
Education
University of Notre Dame
Bachelor of Arts (B.A.), Economics & Computer Applications
Pace University
Master of Science (M.S.), Computer Science
Stuyvesant High School (New York City)
Anita Loewy Anita Loewy's Salomon Brothers Experience 1986 - 1996
Job Owner Broker
Industry Real Estate
Experience
Anita Loewy Inc, Licensed Real Estate Broker January 2010 - Present
Societe Generale 2001 - 2003
AIG 1999 - 2001
Alliance Capital Management 1996 - 1999
Salomon Brothers 1986 - 1996
Skills
Equities, Entrepreneurship, Investment Banking, Fixed Income, Asset Management, Equity Derivatives, Portfolio Management, Hedge Funds, Capital Markets, Trading Systems, Derivatives, Trading, Back Office, Real Estate, Electronic Trading, Market Data, Credit Derivatives, FX Options, Risk Management, Securities, Middle Office, Financial Services
Education
Northeastern University
Master's degree, Mathematics/Education
Queen's College
Bachelor of Science (BS), Mathematics
Anita Loewy Inc, Licensed Real Estate Broker January 2010 - Present
Societe Generale 2001 - 2003
AIG 1999 - 2001
Alliance Capital Management 1996 - 1999
Salomon Brothers 1986 - 1996
Skills
Equities, Entrepreneurship, Investment Banking, Fixed Income, Asset Management, Equity Derivatives, Portfolio Management, Hedge Funds, Capital Markets, Trading Systems, Derivatives, Trading, Back Office, Real Estate, Electronic Trading, Market Data, Credit Derivatives, FX Options, Risk Management, Securities, Middle Office, Financial Services
Education
Northeastern University
Master's degree, Mathematics/Education
Queen's College
Bachelor of Science (BS), Mathematics
Jason Alfano Jason Alfano's Salomon Brothers Experience January 1994 - December 1998
Job Head of CCAR, Managing Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2015 - Present
Citi March 2014 - May 2015
Citi July 2009 - February 2014
Citi March 2003 - June 2008
Citi January 2001 - February 2003
Citi January 1999 - December 2000
Salomon Brothers January 1994 - December 1998
Salomon Brothers January 1990 - December 1993
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Finance
Credit Suisse June 2015 - Present
Citi March 2014 - May 2015
Citi July 2009 - February 2014
Citi March 2003 - June 2008
Citi January 2001 - February 2003
Citi January 1999 - December 2000
Salomon Brothers January 1994 - December 1998
Salomon Brothers January 1990 - December 1993
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Finance
Greg Holden Greg Holden's Salomon Brothers Experience 1996 - 1999
Job Head of Equity and EquityLinked Advisory at EA Markets LLC
Industry Financial Services
Experience
EA Markets LLC January 2012 - Present
Cowen and Company 2010 - 2011
Advent Capital Management 2009 - 2009
Barclays Capital 2007 - 2008
Credit Suisse 2001 - 2007
Donaldson, Lufkin & Jenrette 2000 - 2000
Salomon Brothers 1996 - 1999
Skills
Capital Markets, Equities, Hedge Funds, Investment Banking, Fixed Income, Derivatives, Equity Derivatives, Bloomberg, Valuation, Equity Capital Markets, Equity Valuation, Mergers & Acquisitions, Private Equity, Financial Structuring, Financial Modeling, Structured Finance, Emerging Markets, Corporate Finance, Equity Research, Alternative Investments, Portfolio Management
Education
The University of Chicago - Booth School of Business 1999 — 2001
MBA
Northwestern University 1991 — 1995
BA
EA Markets LLC January 2012 - Present
Cowen and Company 2010 - 2011
Advent Capital Management 2009 - 2009
Barclays Capital 2007 - 2008
Credit Suisse 2001 - 2007
Donaldson, Lufkin & Jenrette 2000 - 2000
Salomon Brothers 1996 - 1999
Skills
Capital Markets, Equities, Hedge Funds, Investment Banking, Fixed Income, Derivatives, Equity Derivatives, Bloomberg, Valuation, Equity Capital Markets, Equity Valuation, Mergers & Acquisitions, Private Equity, Financial Structuring, Financial Modeling, Structured Finance, Emerging Markets, Corporate Finance, Equity Research, Alternative Investments, Portfolio Management
Education
The University of Chicago - Booth School of Business 1999 — 2001
MBA
Northwestern University 1991 — 1995
BA
Charles Wind Charles Wind's Salomon Brothers Experience July 1990 - September 1996
Job Director, Benefits at E*TRADE
Industry Retail
Experience
E*TRADE Financial Corporation December 2014 - Present
Coach October 2004 - November 2014
US Trust September 1996 - October 2004
Salomon Brothers July 1990 - September 1996
Skills
Deferred Compensation, Executive Pay, FMLA, HRIS, Benefits Administration, Employee Benefits, 401k, COBRA, Succession Planning, Employee Relations, Benefits Design, Compensation & Benefit, Talent Management, Management, Human Resources, Performance Management, New Hire Orientations, Onboarding, ADP Payroll, Incentive Programs, PeopleSoft
Education
Plymouth State University 1976 — 1980
Bachelor of Science, Business Administration
E*TRADE Financial Corporation December 2014 - Present
Coach October 2004 - November 2014
US Trust September 1996 - October 2004
Salomon Brothers July 1990 - September 1996
Skills
Deferred Compensation, Executive Pay, FMLA, HRIS, Benefits Administration, Employee Benefits, 401k, COBRA, Succession Planning, Employee Relations, Benefits Design, Compensation & Benefit, Talent Management, Management, Human Resources, Performance Management, New Hire Orientations, Onboarding, ADP Payroll, Incentive Programs, PeopleSoft
Education
Plymouth State University 1976 — 1980
Bachelor of Science, Business Administration
Debbie Rechter's Salomon Brothers Experience 1982 - 1986
Job Managing Director, CoHead U.S. Investor Sales, Fixed Income, Currencies and Commodities at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets January 1993 - Present
J.P. Morgan Chase (First National Bank of Chicago) June 1988 - January 1993
Salomon Brothers 1982 - 1986
Education
Northwestern University - Kellogg School of Management 1986 — 1988
Master of Management, Finance, Marketing, International Business
BMO Capital Markets January 1993 - Present
J.P. Morgan Chase (First National Bank of Chicago) June 1988 - January 1993
Salomon Brothers 1982 - 1986
Education
Northwestern University - Kellogg School of Management 1986 — 1988
Master of Management, Finance, Marketing, International Business
Jonathan Schildkraut Jonathan Schildkraut's Salomon Brothers Experience 1997 - 1999
Job Senior Managing Director Head of Telecom Equity Research at Evercore ISI
Industry Investment Banking
Experience
Evercore ISI July 2010 - Present
Jefferies & Company 2005 - 2010
Cowen and Company 2002 - 2005
WinStar 1999 - 2001
Salomon Brothers 1997 - 1999
Skills
Telecommunications, Acquisitions, Securities, Buy-side, Equity Research, Due Diligence, Chartered Financial..., Growth Capital, Structured Finance, Finance, Start-ups, Strategy, Bonds, Business Strategy, Mutual Funds, Value Investing, Management
Education
NYU School of Law 1993 — 1997
JD, 1997
NYU Stern School of Business 1993 — 1997
MBA, 1997
University of Michigan 1989 — 1993
BBA, Finance
Evercore ISI July 2010 - Present
Jefferies & Company 2005 - 2010
Cowen and Company 2002 - 2005
WinStar 1999 - 2001
Salomon Brothers 1997 - 1999
Skills
Telecommunications, Acquisitions, Securities, Buy-side, Equity Research, Due Diligence, Chartered Financial..., Growth Capital, Structured Finance, Finance, Start-ups, Strategy, Bonds, Business Strategy, Mutual Funds, Value Investing, Management
Education
NYU School of Law 1993 — 1997
JD, 1997
NYU Stern School of Business 1993 — 1997
MBA, 1997
University of Michigan 1989 — 1993
BBA, Finance
Sylvia Kingston Sylvia Kingston's Salomon Brothers Experience 1989 - 1998
Job HR Business Partner
Industry Human Resources
Experience
Highlights for Children September 2010 - Present
Wellesley and Partners September 2008 - December 2013
Morgan Howard 2006 - 2008
Korn/Ferry Futurestep January 2004 - July 2006
Right Mgmt Consultants 2001 - 2004
Sanwa Financial Products 1998 - 2001
Salomon Brothers 1989 - 1998
Skills
Talent Management, HRIS, Financial Services, Personnel Management, Recruiting, Human Resources, Management, Technical Recruiting, Contract Recruitment, Internet Recruiting, Applicant Tracking..., Sourcing, Employee Engagement, Deferred Compensation, Employee Relations, Search, Strategic Planning, Vendor Management, Onboarding, Outsourcing, Project Management, Training, Temporary Placement, Interviews
Education
Pomona College
BA, Classics
Highlights for Children September 2010 - Present
Wellesley and Partners September 2008 - December 2013
Morgan Howard 2006 - 2008
Korn/Ferry Futurestep January 2004 - July 2006
Right Mgmt Consultants 2001 - 2004
Sanwa Financial Products 1998 - 2001
Salomon Brothers 1989 - 1998
Skills
Talent Management, HRIS, Financial Services, Personnel Management, Recruiting, Human Resources, Management, Technical Recruiting, Contract Recruitment, Internet Recruiting, Applicant Tracking..., Sourcing, Employee Engagement, Deferred Compensation, Employee Relations, Search, Strategic Planning, Vendor Management, Onboarding, Outsourcing, Project Management, Training, Temporary Placement, Interviews
Education
Pomona College
BA, Classics
Robert Uhl's Salomon Brothers Experience 1988 - 1991
Job Managing Director at Westwicke Partners, LLC
Industry Biotechnology
Experience
Westwicke Partners, LLC September 2011 - Present
Halozyme Therapeutics, Inc. May 2008 - July 2011
Friedman, Billings, Ramsey 2004 - 2008
Wells Fargo Securities 2003 - 2004
Leerink Swann 1999 - 2002
Salomon Smith Barney 1995 - 1998
Salomon Brothers 1988 - 1991
Skills
Biotechnology, Investor Relations, Pharmaceuticals, Financial Analysis, Voice Acting, Healthcare, Pharmaceutical Industry, Mergers, Venture Capital, Corporate Development, Financial Modeling, IPO, Valuation, Due Diligence, Writing, Voice Over, Medical Narration, Corporate Narration, Competitive Analysis, Press Releases, Corporate Communications, Mergers & Acquisitions, Crisis Communications, Capital Markets, Equity Research, Business Development, Equities, Strategy, Lifesciences, Competitive Intelligence, Biopharmaceuticals, Investments, Finance, Start-ups, Private Equity, Positioning, Narrator
Education
Purdue University
B.S., Microbiology
University of South Carolina - Darla Moore School of Business
MIBS, International Business
Westwicke Partners, LLC September 2011 - Present
Halozyme Therapeutics, Inc. May 2008 - July 2011
Friedman, Billings, Ramsey 2004 - 2008
Wells Fargo Securities 2003 - 2004
Leerink Swann 1999 - 2002
Salomon Smith Barney 1995 - 1998
Salomon Brothers 1988 - 1991
Skills
Biotechnology, Investor Relations, Pharmaceuticals, Financial Analysis, Voice Acting, Healthcare, Pharmaceutical Industry, Mergers, Venture Capital, Corporate Development, Financial Modeling, IPO, Valuation, Due Diligence, Writing, Voice Over, Medical Narration, Corporate Narration, Competitive Analysis, Press Releases, Corporate Communications, Mergers & Acquisitions, Crisis Communications, Capital Markets, Equity Research, Business Development, Equities, Strategy, Lifesciences, Competitive Intelligence, Biopharmaceuticals, Investments, Finance, Start-ups, Private Equity, Positioning, Narrator
Education
Purdue University
B.S., Microbiology
University of South Carolina - Darla Moore School of Business
MIBS, International Business
Peter Bailey Peter Bailey's Salomon Brothers Experience 1994 - 1996
Job Chief Executive Officer at Vertical Communications
Industry Telecommunications
Experience
Vertical Communications May 2011 - Present
Vertical Communications October 2009 - May 2011
Vertical Communications October 2004 - October 2009
ThinkEquity Partners 2003 - 2004
Pacific Crest Securities 2002 - 2003
Carrier 1 1999 - 2002
ICON Magazine 1996 - 1999
Salomon Brothers 1994 - 1996
Skills
Business Strategy, Strategic Planning, Strategic Partnerships, Start-ups, Mergers
Education
Princeton University 1990 — 1994
BA, English
Vertical Communications May 2011 - Present
Vertical Communications October 2009 - May 2011
Vertical Communications October 2004 - October 2009
ThinkEquity Partners 2003 - 2004
Pacific Crest Securities 2002 - 2003
Carrier 1 1999 - 2002
ICON Magazine 1996 - 1999
Salomon Brothers 1994 - 1996
Skills
Business Strategy, Strategic Planning, Strategic Partnerships, Start-ups, Mergers
Education
Princeton University 1990 — 1994
BA, English
John Punturieri John Punturieri's Salomon Brothers Experience 1981 - 1985
Job Independent Financial Services Professional
Industry Financial Services
Experience
Bloomberg November 1985 - April 2008
Salomon Brothers 1981 - 1985
Skills
Fixed Income, Bloomberg, Financial Markets, Bonds, FX, Trading, Technical Analysis, Securities, Fixed Income Trading, Fixed Income Products, Investments, Quantitative Analysis, CDS, Financial Modeling, Money Market, Bloomberg Terminal, Fixed Income Analysis, Electronic Trading, Trading Systems, Quantitative Analytics
Education
Polytechnic University 1963 — 1969
BS,MS,MBA (NYU), Physics, Finance
Bloomberg November 1985 - April 2008
Salomon Brothers 1981 - 1985
Skills
Fixed Income, Bloomberg, Financial Markets, Bonds, FX, Trading, Technical Analysis, Securities, Fixed Income Trading, Fixed Income Products, Investments, Quantitative Analysis, CDS, Financial Modeling, Money Market, Bloomberg Terminal, Fixed Income Analysis, Electronic Trading, Trading Systems, Quantitative Analytics
Education
Polytechnic University 1963 — 1969
BS,MS,MBA (NYU), Physics, Finance
Edward Daily CPA Edward Daily CPA's Salomon Brothers Experience 1987 - 1989
Job President at Edward F Daily CPA PC
Industry Accounting
Experience
Edward F Daily CPA PC 1999 - Present
Sanofi~Synthelabo 2000 - 2003
Sanofi~Synthelabo 1997 - 2000
Sanofi Winthrop 1995 - 1997
Sanofi Winthrop 1994 - 1995
Sterling Health Division of Sterling Winthrop Inc 1992 - 1994
Consumer Health Division of Sterling Drug Inc 1990 - 1992
Wilson Elser Moskowitz Eldelman & Dicker 1989 - 1990
Salomon Brothers 1987 - 1989
City of New York Office of the Comptroller 1982 - 1984
Skills
Accounts Payable, Accounting, Budgets, Financial Reporting, Cross-functional Team..., Sales, Finance, Strategic Planning, Strategic Financial..., Risk Management, Financial Analysis, Management, Small Business
Education
University of Phoenix 1998 — 2000
MBA
Pace University 1994 — 1997
BBA, Accounting
Edward F Daily CPA PC 1999 - Present
Sanofi~Synthelabo 2000 - 2003
Sanofi~Synthelabo 1997 - 2000
Sanofi Winthrop 1995 - 1997
Sanofi Winthrop 1994 - 1995
Sterling Health Division of Sterling Winthrop Inc 1992 - 1994
Consumer Health Division of Sterling Drug Inc 1990 - 1992
Wilson Elser Moskowitz Eldelman & Dicker 1989 - 1990
Salomon Brothers 1987 - 1989
City of New York Office of the Comptroller 1982 - 1984
Skills
Accounts Payable, Accounting, Budgets, Financial Reporting, Cross-functional Team..., Sales, Finance, Strategic Planning, Strategic Financial..., Risk Management, Financial Analysis, Management, Small Business
Education
University of Phoenix 1998 — 2000
MBA
Pace University 1994 — 1997
BBA, Accounting
Bob Pardo Bob Pardo's Salomon Brothers Experience January 1980 - December 1981
Job President at Pardo Capital Limited, Pardo & Company, Pardo Analytics and Managing Member at Pardo Capital Management
Industry Capital Markets
Experience
Pardo & Company May 2015 - Present
Pardo Analytics April 2015 - Present
Pardo Capital Management July 2013 - Present
Pardo Capital Limited January 1996 - Present
Pardo Financial Group January 2010 - November 2012
Pardo Group Limited January 1990 - December 2007
The Pardo Corporation January 1982 - November 1990
Salomon Brothers January 1980 - December 1981
Skills
Hedge Funds, Commodity, Trading Systems, Alternative Investments, Financial Markets, Trading, Trading Strategies, Asset Managment, Portfolio Management, Investments, Technical Analysis, Options, Equities, Electronic Trading, Managed Futures, Equity Trading, Mutual Funds, Investment Strategies, ETFs, Hedging, FX Options
Education
Northwestern University 1968 — 1972
BA, Philosophy, Sociology, Political Science and Psychology
Pardo & Company May 2015 - Present
Pardo Analytics April 2015 - Present
Pardo Capital Management July 2013 - Present
Pardo Capital Limited January 1996 - Present
Pardo Financial Group January 2010 - November 2012
Pardo Group Limited January 1990 - December 2007
The Pardo Corporation January 1982 - November 1990
Salomon Brothers January 1980 - December 1981
Skills
Hedge Funds, Commodity, Trading Systems, Alternative Investments, Financial Markets, Trading, Trading Strategies, Asset Managment, Portfolio Management, Investments, Technical Analysis, Options, Equities, Electronic Trading, Managed Futures, Equity Trading, Mutual Funds, Investment Strategies, ETFs, Hedging, FX Options
Education
Northwestern University 1968 — 1972
BA, Philosophy, Sociology, Political Science and Psychology
David N. W. Sawyer David N. W. Sawyer's Salomon Brothers Experience 1986 - 1996
Job Director, worldflow / Digital Vega
Industry Financial Services
Experience
worldflow / Digital Vega March 2011 - Present
CC-Speed ( Celeritas Consulting, LLC) 2009 - December 2010
RiskVal Financial Solutions, LLC December 2008 - November 2010
Changing World Consulting October 2007 - November 2010
BT Global Financial Services, BT Radianz, Radianz January 2001 - September 2007
Bear Stearns December 1999 - January 2001
EDS GFS July 1999 - December 1999
Citigroup July 1986 - July 1999
Salomon Brothers 1986 - 1996
Letts Systems Corp July 1980 - July 1986
Skills
Trading Systems, Market Data, Electronic Trading, Strategy, Risk Management, Team Leadership, Financial Markets, Business Analysis, Fixed Income, Equities, Low Latency, Product Management, Financial Services, Investment Banking, Leadership, Finance, Trading, Business Development, Business Process, Foreign Exchange, Start-ups, Sales Operations, Capital Markets, Options, Management, Equity Derivatives, Integration, Product Development, Marketing Strategy, Telecommunications, Derivatives, Pre-sales, Portfolio Management, Consulting, FX Options, Asset Management, Equity Trading
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Management & Finance
Oberlin College 1978 — 1984
BA, English, Math
worldflow / Digital Vega March 2011 - Present
CC-Speed ( Celeritas Consulting, LLC) 2009 - December 2010
RiskVal Financial Solutions, LLC December 2008 - November 2010
Changing World Consulting October 2007 - November 2010
BT Global Financial Services, BT Radianz, Radianz January 2001 - September 2007
Bear Stearns December 1999 - January 2001
EDS GFS July 1999 - December 1999
Citigroup July 1986 - July 1999
Salomon Brothers 1986 - 1996
Letts Systems Corp July 1980 - July 1986
Skills
Trading Systems, Market Data, Electronic Trading, Strategy, Risk Management, Team Leadership, Financial Markets, Business Analysis, Fixed Income, Equities, Low Latency, Product Management, Financial Services, Investment Banking, Leadership, Finance, Trading, Business Development, Business Process, Foreign Exchange, Start-ups, Sales Operations, Capital Markets, Options, Management, Equity Derivatives, Integration, Product Development, Marketing Strategy, Telecommunications, Derivatives, Pre-sales, Portfolio Management, Consulting, FX Options, Asset Management, Equity Trading
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Management & Finance
Oberlin College 1978 — 1984
BA, English, Math
Richard Ross Richard Ross's Salomon Brothers Experience 1987 - 1988
Job VP IT
Industry Information Technology and Services
Experience
Atlas Air 2011 - Present
DSG (Decision Strategies Group) 2005 - 2011
Amerada Hess 1998 - 2005
CSC Index and CSC APM 1994 - 1998
Decision Strategies Group (DSG) 1991 - 1994
McKinsey & Co 1988 - 1991
Salomon Brothers 1987 - 1988
British Airways 1985 - 1987
Gartner Group 1982 - 1985
Wang Labs 1980 - 1982
Skills
Consulting, Financial Services, IT Management, Vendor Management, Data Center, Entertainment, Telecommunication..., Start-ups, IT Strategy, Mergers & Acquisitions, Business Process..., Governance, Business Analysis, Software Development, Leadership, Enterprise Architecture, Outsourcing, Program Management, Business Intelligence, Due Diligence, Business Strategy, Integration, Cloud Computing, Management Consulting, Talent Management, Management, Strategic Planning, Strategy, E-commerce, Change Management, Networking
Education
Northeastern University 1980 — 1982
MSEE, Electrical Engineering; Computer Science; Biomedical Engineering
Washington University in St. Louis 1975 — 1979
BSEE, Electrical Engineering; Biomedical Engiineering; Computer Science; Philosophy
Atlas Air 2011 - Present
DSG (Decision Strategies Group) 2005 - 2011
Amerada Hess 1998 - 2005
CSC Index and CSC APM 1994 - 1998
Decision Strategies Group (DSG) 1991 - 1994
McKinsey & Co 1988 - 1991
Salomon Brothers 1987 - 1988
British Airways 1985 - 1987
Gartner Group 1982 - 1985
Wang Labs 1980 - 1982
Skills
Consulting, Financial Services, IT Management, Vendor Management, Data Center, Entertainment, Telecommunication..., Start-ups, IT Strategy, Mergers & Acquisitions, Business Process..., Governance, Business Analysis, Software Development, Leadership, Enterprise Architecture, Outsourcing, Program Management, Business Intelligence, Due Diligence, Business Strategy, Integration, Cloud Computing, Management Consulting, Talent Management, Management, Strategic Planning, Strategy, E-commerce, Change Management, Networking
Education
Northeastern University 1980 — 1982
MSEE, Electrical Engineering; Computer Science; Biomedical Engineering
Washington University in St. Louis 1975 — 1979
BSEE, Electrical Engineering; Biomedical Engiineering; Computer Science; Philosophy
David Goderich David Goderich's Salomon Brothers Experience June 1991 - May 1994
Job Winthrop University Hospital
Industry Human Resources
Experience
Winthrop-University Hospital December 2013 - Present
EdisonLearning January 2009 - December 2013
Bowne April 2008 - December 2008
Bowne October 1998 - April 2008
JP Morgan June 1994 - October 1998
Salomon Brothers June 1991 - May 1994
Pace University November 1989 - May 1991
Kidder Peabody September 1987 - November 1989
Skills
HRIS, Human Resources, Deferred Compensation, PeopleSoft, Program Management, ADP Payroll, HR Transformation, Onboarding, Management, Budgets, Employee Benefits
Education
Pace University 1983 — 1987
BBA, Management Information Systems
Power Memorial Academy 1979 — 1983
HS Diploma
Winthrop-University Hospital December 2013 - Present
EdisonLearning January 2009 - December 2013
Bowne April 2008 - December 2008
Bowne October 1998 - April 2008
JP Morgan June 1994 - October 1998
Salomon Brothers June 1991 - May 1994
Pace University November 1989 - May 1991
Kidder Peabody September 1987 - November 1989
Skills
HRIS, Human Resources, Deferred Compensation, PeopleSoft, Program Management, ADP Payroll, HR Transformation, Onboarding, Management, Budgets, Employee Benefits
Education
Pace University 1983 — 1987
BBA, Management Information Systems
Power Memorial Academy 1979 — 1983
HS Diploma
Jignesh (Jim) Gandhi Jignesh (Jim) Gandhi's Salomon Brothers Experience 1991 - 1998
Job Manager, Global Cable Infrastructure, Capacity Provisioning & Implementation at Amazon Web Services
Industry Information Technology and Services
Experience
Amazon Web Services August 2014 - Present
Amazon Web Services August 2012 - August 2014
Goldman Sachs January 2010 - August 2012
Goldman Sachs January 2006 - December 2010
Goldman Sachs January 2004 - December 2006
Goldman Sachs January 2003 - December 2004
Goldman Sachs January 2001 - December 2003
Goldman Sachs January 1998 - December 2001
Salomon Brothers 1991 - 1998
PCLC June 1988 - February 1991
Skills
Data Center, Electronic Trading, Vendor Management, Technology Planning, Low Latency, Capacity Planning, Infrastructure..., Infrastructure, IT Strategy, Disaster Recovery, IT Operations, Enterprise Architecture, IT Management, Servers, Unix, Storage, Business Intelligence, System Administration, Management, Project Management, Testing, Cloud Computing, ITIL, Networking, IT Service Management, Virtualization
Education
City University of New York-Queens College 1991 — 1996
Bachelor of Science, Computer Science
Amazon Web Services August 2014 - Present
Amazon Web Services August 2012 - August 2014
Goldman Sachs January 2010 - August 2012
Goldman Sachs January 2006 - December 2010
Goldman Sachs January 2004 - December 2006
Goldman Sachs January 2003 - December 2004
Goldman Sachs January 2001 - December 2003
Goldman Sachs January 1998 - December 2001
Salomon Brothers 1991 - 1998
PCLC June 1988 - February 1991
Skills
Data Center, Electronic Trading, Vendor Management, Technology Planning, Low Latency, Capacity Planning, Infrastructure..., Infrastructure, IT Strategy, Disaster Recovery, IT Operations, Enterprise Architecture, IT Management, Servers, Unix, Storage, Business Intelligence, System Administration, Management, Project Management, Testing, Cloud Computing, ITIL, Networking, IT Service Management, Virtualization
Education
City University of New York-Queens College 1991 — 1996
Bachelor of Science, Computer Science
George Lynch George Lynch's Salomon Brothers Experience 1990 - 1997
Job Hillside Advisors LLC
Industry Investment Management
Experience
Hillside Advisors LLC December 2014 - Present
KeyBanc Capital Markets 2011 - 2014
Invesco Ltd. 2001 - 2010
UBS Securities LLC 1997 - 2001
Salomon Brothers 1990 - 1997
Skills
Valuation, Portfolio Management, Fixed Income, Bonds, Investments, Investment Banking, Emerging Markets, Risk Management, Trading, Credit, High Yield, Capital Markets, Leveraged Finance, Equities, Bloomberg, Hedge Funds, Credit Derivatives, Securities, Finance, Equity Research, Series 7, Structured Finance, Financial Markets, CDS, Private Equity, Options, Mutual Funds, Structured Products, Derivatives, Asset Management, Alternative Investments, Asset Allocation, Investment Strategies, Investment Management, Financial Structuring, Equity Derivatives, ETFs, Equity Valuation, High Yield Bonds, Corporate Finance, Mergers & Acquisitions
Education
Providence College 1974 — 1978
BS, Finance and Economics
Suffolk University - Sawyer Business School 1978 — 1980
MBA, Finance and Strategy
Hillside Advisors LLC December 2014 - Present
KeyBanc Capital Markets 2011 - 2014
Invesco Ltd. 2001 - 2010
UBS Securities LLC 1997 - 2001
Salomon Brothers 1990 - 1997
Skills
Valuation, Portfolio Management, Fixed Income, Bonds, Investments, Investment Banking, Emerging Markets, Risk Management, Trading, Credit, High Yield, Capital Markets, Leveraged Finance, Equities, Bloomberg, Hedge Funds, Credit Derivatives, Securities, Finance, Equity Research, Series 7, Structured Finance, Financial Markets, CDS, Private Equity, Options, Mutual Funds, Structured Products, Derivatives, Asset Management, Alternative Investments, Asset Allocation, Investment Strategies, Investment Management, Financial Structuring, Equity Derivatives, ETFs, Equity Valuation, High Yield Bonds, Corporate Finance, Mergers & Acquisitions
Education
Providence College 1974 — 1978
BS, Finance and Economics
Suffolk University - Sawyer Business School 1978 — 1980
MBA, Finance and Strategy
Judith J. Opperman (Judy) Judith J. Opperman (Judy)'s Salomon Brothers Experience August 1994 - July 1996
Job Director, Human Resources Operations at Aptuit
Industry Hospital & Health Care
Experience
Memorial Sloan-Kettering Cancer Center October 2011 - December 2013
Analytic Partners, Inc. June 2011 - October 2011
Career Techniques, Inc. March 2011 - October 2011
Simon & Schuster, Division of CBS June 1996 - December 2010
Salomon Brothers August 1994 - July 1996
Lehman Brothers 1993 - 1994
Smith Barney February 1987 - September 1993
Booz Allen Hamilton June 1975 - September 1987
Skills
Leadership, Deferred Compensation, Employee Benefits, Management, Program Management, Management Consulting, Strategic Planning, HR Consulting, Digital Media, Forecasting, Budgets, Payroll, Employee Relations, Succession Planning, Talent Management, Performance Management, Organizational..., Recruiting, Vendor Management, PeopleSoft, Strategy, Human Resources, Benefits Administration, Strategic Partnerships, HRIS, Process Improvement, Personnel Management, Account Management, Training, Mergers & Acquisitions, Temporary Placement, Onboarding, Talent Acquisition, Employee Engagement, Applicant Tracking..., College Recruiting, Interviews, Project Management, Organizational..., Organizational Design, Workforce Planning, Consulting, HR Policies, Leadership Development, Sourcing, Executive Search, Career Development, Employee Training, Hiring, Technical Recruiting
Education
Pace University - Lubin School of Business 1997 — 2000
Masters, Management Information Systems
Pace University - Lubin School of Business 1990 — 1995
Bachelor's Degree, Business Management -- Information Systems Concentration
Memorial Sloan-Kettering Cancer Center October 2011 - December 2013
Analytic Partners, Inc. June 2011 - October 2011
Career Techniques, Inc. March 2011 - October 2011
Simon & Schuster, Division of CBS June 1996 - December 2010
Salomon Brothers August 1994 - July 1996
Lehman Brothers 1993 - 1994
Smith Barney February 1987 - September 1993
Booz Allen Hamilton June 1975 - September 1987
Skills
Leadership, Deferred Compensation, Employee Benefits, Management, Program Management, Management Consulting, Strategic Planning, HR Consulting, Digital Media, Forecasting, Budgets, Payroll, Employee Relations, Succession Planning, Talent Management, Performance Management, Organizational..., Recruiting, Vendor Management, PeopleSoft, Strategy, Human Resources, Benefits Administration, Strategic Partnerships, HRIS, Process Improvement, Personnel Management, Account Management, Training, Mergers & Acquisitions, Temporary Placement, Onboarding, Talent Acquisition, Employee Engagement, Applicant Tracking..., College Recruiting, Interviews, Project Management, Organizational..., Organizational Design, Workforce Planning, Consulting, HR Policies, Leadership Development, Sourcing, Executive Search, Career Development, Employee Training, Hiring, Technical Recruiting
Education
Pace University - Lubin School of Business 1997 — 2000
Masters, Management Information Systems
Pace University - Lubin School of Business 1990 — 1995
Bachelor's Degree, Business Management -- Information Systems Concentration
Bruce Koepfgen Bruce Koepfgen's Salomon Brothers Experience June 1976 - January 1999
Job Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group May 2011 - Present
Oppenheimer Capital April 2003 - March 2009
Allianz Global Investors 2004 - 2009
Koepfgen Company LLC February 1999 - March 2003
Salomon Brothers June 1976 - January 1999
Education
Northwestern University - Kellogg School of Management 1975 — 1976
MBA, Business./Finance
University of Michigan 1970 — 1974
BBA, Business
Janus Capital Group May 2011 - Present
Oppenheimer Capital April 2003 - March 2009
Allianz Global Investors 2004 - 2009
Koepfgen Company LLC February 1999 - March 2003
Salomon Brothers June 1976 - January 1999
Education
Northwestern University - Kellogg School of Management 1975 — 1976
MBA, Business./Finance
University of Michigan 1970 — 1974
BBA, Business
Scott George Scott George's Salomon Brothers Experience 1979 - 1988
Job Senior Vice President, Corporate Development at Hillenbrand Inc.
Industry Machinery
Experience
Hillenbrand Inc. January 2012 - Present
P&M Corporate Finance, LLC March 2008 - January 2012
Morgan Joseph 2005 - 2008
Ernst & Young Corporate Finance 2000 - 2005
Bankers Trust Co. 1991 - 1995
Morgan Stanley 1988 - 1991
Salomon Brothers 1979 - 1988
Skills
Due Diligence, Corporate Development, Corporate Finance, Private Equity, Mergers, Management Consulting, M&A experience, Financial Modeling, Business Valuation, Mergers & Acquisitions, Valuation, LBO, Venture Capital, Management, Acquisitions, Entrepreneurship, Capital Markets, Start-ups, Financial Analysis, Divestitures, Acquisition Integration, Investment Banking, Restructuring, IPO, Strategy, Leveraged Finance, Investor Relations
Education
The University of Chicago Booth School of Business 1978 — 1980
MBA
Northwestern University 1972 — 1976
BA
Hillenbrand Inc. January 2012 - Present
P&M Corporate Finance, LLC March 2008 - January 2012
Morgan Joseph 2005 - 2008
Ernst & Young Corporate Finance 2000 - 2005
Bankers Trust Co. 1991 - 1995
Morgan Stanley 1988 - 1991
Salomon Brothers 1979 - 1988
Skills
Due Diligence, Corporate Development, Corporate Finance, Private Equity, Mergers, Management Consulting, M&A experience, Financial Modeling, Business Valuation, Mergers & Acquisitions, Valuation, LBO, Venture Capital, Management, Acquisitions, Entrepreneurship, Capital Markets, Start-ups, Financial Analysis, Divestitures, Acquisition Integration, Investment Banking, Restructuring, IPO, Strategy, Leveraged Finance, Investor Relations
Education
The University of Chicago Booth School of Business 1978 — 1980
MBA
Northwestern University 1972 — 1976
BA
Marianne Ruggiero Marianne Ruggiero's Salomon Brothers Experience 1987 - 1988
Job Career Adviser
Industry Professional Training & Coaching
Experience
Optima Careers LLC May 2004 - Present
Geller & Company 2001 - 2003
ING Investment Bank, The Americas 1998 - 1999
J. Crew Group Inc. 1993 - 1998
GFT USA 1990 - 1993
Citibank, N.A. 1988 - 1990
Salomon Brothers 1987 - 1988
American Express Company 1979 - 1987
Skills
Career Management, Executive Coaching, Organizational..., Performance Management, Career Direction, Networking &..., Job Search Strategies &..., Managing Performance..., Talent Acquisition, Career Development, Succession Planning, Organizational..., Interviews, Recruiting, Career Counseling, Human Resources, Mergers & Acquisitions, Talent Management, Leadership, Coaching, Leadership Development, Workshop Facilitation, Management Consulting, Personnel Management, Organizational Design, Training, Strategy, Executive Search, Culture Change
Education
Pace University - Lubin School of Business 1974 — 1976
MBA, Management
Academy of Mt. St. Vincent
Optima Careers LLC May 2004 - Present
Geller & Company 2001 - 2003
ING Investment Bank, The Americas 1998 - 1999
J. Crew Group Inc. 1993 - 1998
GFT USA 1990 - 1993
Citibank, N.A. 1988 - 1990
Salomon Brothers 1987 - 1988
American Express Company 1979 - 1987
Skills
Career Management, Executive Coaching, Organizational..., Performance Management, Career Direction, Networking &..., Job Search Strategies &..., Managing Performance..., Talent Acquisition, Career Development, Succession Planning, Organizational..., Interviews, Recruiting, Career Counseling, Human Resources, Mergers & Acquisitions, Talent Management, Leadership, Coaching, Leadership Development, Workshop Facilitation, Management Consulting, Personnel Management, Organizational Design, Training, Strategy, Executive Search, Culture Change
Education
Pace University - Lubin School of Business 1974 — 1976
MBA, Management
Academy of Mt. St. Vincent
Don Foster, AIF Don Foster, AIF's Salomon Brothers Experience 1997 - 1998
Job Managing Director, Straub Group Advisor Solutions
Industry Financial Services
Experience
Straub Group Advisor Solutions December 2009 - Present
LPL Financial 2008 - 2009
DWS Investments September 1998 - November 2006
Kemper Funds September 1998 - January 2001
Pioneer Investments January 1998 - September 1998
Salomon Brothers 1997 - 1998
Vista Mutual Funds/Chase Manhattan Bank 1992 - 1997
Lincoln Investment 1988 - 1992
Morgan Stanley March 1984 - December 1988
Skills
Investment Management, Financial Advisory, Financial Services, Series 7, Mutual Funds, Finance, Investment Strategies, Series 63, Asset Allocation, Hedge Funds, Wealth Management, Alternative Investments, Series 65, Securities, Asset Management, Series 24, Retirement, Investment Advisory, 401k, Retirement Planning, Separately Managed..., ETFs, FINRA, Series 6, Uniform Combined State..., IRAs, Estate Planning, Wealth, Wealth Management..., Fixed Annuities, High Net Worth...
Education
Penn State University 1975 — 1978
BA, English
Malvern Prep 1969 — 1973
High School
Straub Group Advisor Solutions December 2009 - Present
LPL Financial 2008 - 2009
DWS Investments September 1998 - November 2006
Kemper Funds September 1998 - January 2001
Pioneer Investments January 1998 - September 1998
Salomon Brothers 1997 - 1998
Vista Mutual Funds/Chase Manhattan Bank 1992 - 1997
Lincoln Investment 1988 - 1992
Morgan Stanley March 1984 - December 1988
Skills
Investment Management, Financial Advisory, Financial Services, Series 7, Mutual Funds, Finance, Investment Strategies, Series 63, Asset Allocation, Hedge Funds, Wealth Management, Alternative Investments, Series 65, Securities, Asset Management, Series 24, Retirement, Investment Advisory, 401k, Retirement Planning, Separately Managed..., ETFs, FINRA, Series 6, Uniform Combined State..., IRAs, Estate Planning, Wealth, Wealth Management..., Fixed Annuities, High Net Worth...
Education
Penn State University 1975 — 1978
BA, English
Malvern Prep 1969 — 1973
High School
Gary Wartenberg Gary Wartenberg's Salomon Brothers Experience 1986 - 1999
Job Dedicated Financial Services Professional .
Industry Insurance
Experience
New York Life Insurance Worldwide Ltd December 2013 - Present
Citi 1999 - 2012
Salomon Brothers 1986 - 1999
Skills
Technical Support, Networking, Disaster Recovery, Troubleshooting, Banking, IBM Mainframe, DB2, Data Center, JCL, Program Management, Vendor Management, Training, Mainframe, Integration, Business Analysis, Management, Unix, IT Service Management, Security, ITIL, CICS, IT Strategy, SDLC, Databases, Enterprise Architecture, Visio, Information Technology, PMO, IT Management, Requirements Analysis, Software Project..., IT Operations, SharePoint, Business Continuity, Hardware, Requirements Gathering, Software Documentation, Performance Tuning, PMP, Project Portfolio..., System Deployment, Data Warehousing, Solution Architecture, Cloud Computing, Systems Analysis, Business Intelligence, Infrastructure, Incident Management, Business Requirements, Virtualization
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Marketing
New York Life Insurance Worldwide Ltd December 2013 - Present
Citi 1999 - 2012
Salomon Brothers 1986 - 1999
Skills
Technical Support, Networking, Disaster Recovery, Troubleshooting, Banking, IBM Mainframe, DB2, Data Center, JCL, Program Management, Vendor Management, Training, Mainframe, Integration, Business Analysis, Management, Unix, IT Service Management, Security, ITIL, CICS, IT Strategy, SDLC, Databases, Enterprise Architecture, Visio, Information Technology, PMO, IT Management, Requirements Analysis, Software Project..., IT Operations, SharePoint, Business Continuity, Hardware, Requirements Gathering, Software Documentation, Performance Tuning, PMP, Project Portfolio..., System Deployment, Data Warehousing, Solution Architecture, Cloud Computing, Systems Analysis, Business Intelligence, Infrastructure, Incident Management, Business Requirements, Virtualization
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Marketing
Christina Bourke's Salomon Brothers Experience October 1985 - June 1998
Job Executive Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank September 2013 - Present
Credit Suisse July 2007 - February 2013
Credit Suisse First Boston/Credit Suisse January 2003 - June 2007
Credit Suisse First Boston, New York September 1999 - December 2002
Wright Communication Inc. July 1998 - August 1999
Salomon Brothers October 1985 - June 1998
Skills
Financial Services, Corporate Communications, Marketing Communications, Strategy, Marketing Strategy, Digital Strategy, Integrated Marketing, Business Analysis, Digital Marketing, Competitive Analysis, Brand Development, Direct Marketing, Market Research, Analytics, CRM, Management, Product Management, Marketing, Product Marketing, Brand Management, Project Management, Media Relations, Internal Communications, Marketing Management, Strategic Communications, Corporate Branding, Email Marketing, Social Media Marketing, Online Marketing, Advertising, Strategic Partnerships, Brand Awareness, Digital Media, Web Analytics, Marketing Research, Sponsorship, Online Advertising, SEO
Education
Parsons School of Design 1976 — 1981
Bachelor of Fine Arts - Communication Design
Rhode Island School of Design 1977 — 1979
UBS Investment Bank September 2013 - Present
Credit Suisse July 2007 - February 2013
Credit Suisse First Boston/Credit Suisse January 2003 - June 2007
Credit Suisse First Boston, New York September 1999 - December 2002
Wright Communication Inc. July 1998 - August 1999
Salomon Brothers October 1985 - June 1998
Skills
Financial Services, Corporate Communications, Marketing Communications, Strategy, Marketing Strategy, Digital Strategy, Integrated Marketing, Business Analysis, Digital Marketing, Competitive Analysis, Brand Development, Direct Marketing, Market Research, Analytics, CRM, Management, Product Management, Marketing, Product Marketing, Brand Management, Project Management, Media Relations, Internal Communications, Marketing Management, Strategic Communications, Corporate Branding, Email Marketing, Social Media Marketing, Online Marketing, Advertising, Strategic Partnerships, Brand Awareness, Digital Media, Web Analytics, Marketing Research, Sponsorship, Online Advertising, SEO
Education
Parsons School of Design 1976 — 1981
Bachelor of Fine Arts - Communication Design
Rhode Island School of Design 1977 — 1979
Jeffrey Teisch Jeffrey Teisch's Salomon Brothers Experience August 1984 - May 1998
Job Managing Director Enterprise Functions at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2014 - Present
Brown Brothers Harriman May 2013 - December 2013
Brown Brothers Harriman June 1998 - May 2013
Salomon Brothers August 1984 - May 1998
Merrill Lynch May 1983 - August 1984
Skills
Technology Management, IT Infrastructure..., Data Center, Operating Systems, Vendor Management, Business Continuity..., Disaster Recovery, Infrastructure, IT Management, Outsourcing, Security, Integration, IT Strategy, Business Analysis, Business Continuity, Financial Services, ITIL, PMO, SDLC, Business Intelligence, Leadership, Management, Enterprise Architecture, PMP, Project Portfolio..., Requirements Analysis, Cloud Computing
Education
Pace University - Lubin School of Business 1986 — 1989
Master of Business Administration (MBA), Management Information Systems, General
Merrill Lynch Corporate Systems Training Program 1983 — 1983
SUNY Albany 1979 — 1983
Bachelor of Science (BS), Computer Science and Applied Mathematics
Ramapo Senior High School - Spring Valley
Brown Brothers Harriman January 2014 - Present
Brown Brothers Harriman May 2013 - December 2013
Brown Brothers Harriman June 1998 - May 2013
Salomon Brothers August 1984 - May 1998
Merrill Lynch May 1983 - August 1984
Skills
Technology Management, IT Infrastructure..., Data Center, Operating Systems, Vendor Management, Business Continuity..., Disaster Recovery, Infrastructure, IT Management, Outsourcing, Security, Integration, IT Strategy, Business Analysis, Business Continuity, Financial Services, ITIL, PMO, SDLC, Business Intelligence, Leadership, Management, Enterprise Architecture, PMP, Project Portfolio..., Requirements Analysis, Cloud Computing
Education
Pace University - Lubin School of Business 1986 — 1989
Master of Business Administration (MBA), Management Information Systems, General
Merrill Lynch Corporate Systems Training Program 1983 — 1983
SUNY Albany 1979 — 1983
Bachelor of Science (BS), Computer Science and Applied Mathematics
Ramapo Senior High School - Spring Valley
Elizabeth Kostolansky Elizabeth Kostolansky's Salomon Brothers Experience 1993 - 1998
Job Chief Operating Officer at Eachwin Capital
Industry Investment Management
Experience
Eachwin Capital January 2013 - Present
Northwestern Mutual June 2010 - January 2013
K Ventures LLC January 2008 - July 2010
Iron Horse Capital Management, LP July 2004 - December 2007
Bank of America February 1998 - July 2004
Salomon Brothers 1993 - 1998
Skills
Hedge Funds, Long/Short Equity, Capital Raising, Investor Relations, Convertible Arbitrage, Alternative Investments, Capital Markets, Wealth Management, Investment Advisory, Series 7, Asset Managment, Investments, Investment Management, Bonds, Finance, Asset Management, Equities, Fixed Income, Financial Markets, Proprietary Trading, Investment Strategies, Series 63, Securities, Asset Allocation
Education
Northwestern University - Kellogg School of Management 1990 — 1993
Master of Management, Business Administration and Management, General
St. Ambrose University 1982 — 1988
Bachelor of Arts, Marketing
Eachwin Capital January 2013 - Present
Northwestern Mutual June 2010 - January 2013
K Ventures LLC January 2008 - July 2010
Iron Horse Capital Management, LP July 2004 - December 2007
Bank of America February 1998 - July 2004
Salomon Brothers 1993 - 1998
Skills
Hedge Funds, Long/Short Equity, Capital Raising, Investor Relations, Convertible Arbitrage, Alternative Investments, Capital Markets, Wealth Management, Investment Advisory, Series 7, Asset Managment, Investments, Investment Management, Bonds, Finance, Asset Management, Equities, Fixed Income, Financial Markets, Proprietary Trading, Investment Strategies, Series 63, Securities, Asset Allocation
Education
Northwestern University - Kellogg School of Management 1990 — 1993
Master of Management, Business Administration and Management, General
St. Ambrose University 1982 — 1988
Bachelor of Arts, Marketing
Linda DeCarlo Kenniff Linda DeCarlo Kenniff's Salomon Brothers Experience 2000 - 2001
Job AVPOperations at State Street
Industry Financial Services
Experience
State Street October 2001 - Present
Salomon Brothers 2000 - 2001
Credit Suisse 1997 - 2000
Dreyfus 1994 - 1997
Skills
Hedge Funds, Fixed Income, Bloomberg, Equities, Derivatives, Back Office, Financial Analysis, Alternative Investments, Securities, Accounting, Fund Administration, Middle Office, Asset Management, Financial Services, Fund Accounting, Corporate Actions, Vegetarian Nutrition, Account Reconciliation, Risk Management, Mutual Funds
Education
Pace University - Lubin School of Business 1990 — 1994
BA, ACCOUNTING
State Street October 2001 - Present
Salomon Brothers 2000 - 2001
Credit Suisse 1997 - 2000
Dreyfus 1994 - 1997
Skills
Hedge Funds, Fixed Income, Bloomberg, Equities, Derivatives, Back Office, Financial Analysis, Alternative Investments, Securities, Accounting, Fund Administration, Middle Office, Asset Management, Financial Services, Fund Accounting, Corporate Actions, Vegetarian Nutrition, Account Reconciliation, Risk Management, Mutual Funds
Education
Pace University - Lubin School of Business 1990 — 1994
BA, ACCOUNTING
Bill Strong Bill Strong's Salomon Brothers Experience November 1979 - January 1993
Job Chairman at Longford Capital Management, LP
Industry Investment Management
Experience
Longford Capital Management, LP May 2014 - Present
Morgan Stanley May 2014 - Present
Morgan Stanley March 2011 - April 2014
Morgan Stanley January 1993 - March 2011
Salomon Brothers November 1979 - January 1993
Price Waterhouse & Co. 1976 - 1979
Skills
Private Equity, Equities, Investments, Management, Valuation, Investment Banking, Start-ups, Financial Modeling, IPO, Hedge Funds, Capital Markets, Securities, Strategic Planning, Mergers & Acquisitions, Venture Capital, Corporate Finance, Derivatives, Due Diligence, Alternative Investments, LBO, Corporate Development, Emerging Markets, M&A experience, Portfolio Management, Financial Structuring, Equity Research, Fixed Income, Investor Relations, Asset Management, Financial Markets, Bloomberg, Private Placements, Investment Management, Structured Finance, Equity Derivatives, Leveraged Finance, Bonds, Investment Strategies, Trading, Restructuring, Structured Products, Project Finance, Investment Advisory
Education
Northwestern University 1974 — 1976
Master of Business Administration (M.B.A.), Accounting and Finance
Purdue University 1970 — 1973
Bachelor of Science (B.S.), Industrial Management
Longford Capital Management, LP May 2014 - Present
Morgan Stanley May 2014 - Present
Morgan Stanley March 2011 - April 2014
Morgan Stanley January 1993 - March 2011
Salomon Brothers November 1979 - January 1993
Price Waterhouse & Co. 1976 - 1979
Skills
Private Equity, Equities, Investments, Management, Valuation, Investment Banking, Start-ups, Financial Modeling, IPO, Hedge Funds, Capital Markets, Securities, Strategic Planning, Mergers & Acquisitions, Venture Capital, Corporate Finance, Derivatives, Due Diligence, Alternative Investments, LBO, Corporate Development, Emerging Markets, M&A experience, Portfolio Management, Financial Structuring, Equity Research, Fixed Income, Investor Relations, Asset Management, Financial Markets, Bloomberg, Private Placements, Investment Management, Structured Finance, Equity Derivatives, Leveraged Finance, Bonds, Investment Strategies, Trading, Restructuring, Structured Products, Project Finance, Investment Advisory
Education
Northwestern University 1974 — 1976
Master of Business Administration (M.B.A.), Accounting and Finance
Purdue University 1970 — 1973
Bachelor of Science (B.S.), Industrial Management
Dwight Schwartz Dwight Schwartz's Salomon Brothers Experience 1982 - 1999
Job Passionate Financial Services Professional... My vision is to equip people with the tools for their financial success.
Industry Financial Services
Experience
NYLIFE Securities, LLC December 2011 - November 2014
DRZ Brokerage 1999 - 2011
Salomon Brothers 1982 - 1999
GNP Commodites 1980 - 1982
Skills
Macro Asset Perspective..., Insurance, Life Insurance, Long Term Care Insurance
Education
Northern Illinois University 1975 — 1979
BS, Finance
Chicago Lakeview High School
NYLIFE Securities, LLC December 2011 - November 2014
DRZ Brokerage 1999 - 2011
Salomon Brothers 1982 - 1999
GNP Commodites 1980 - 1982
Skills
Macro Asset Perspective..., Insurance, Life Insurance, Long Term Care Insurance
Education
Northern Illinois University 1975 — 1979
BS, Finance
Chicago Lakeview High School
David Nagle David Nagle's Salomon Brothers Experience 1992 - 1994
Job Independent Financial Services Professional
Industry Financial Services
Experience
WAMU Capital Corp 2003 - 2008
Banc of America Securities 1999 - 2003
Salomon Smith Barney 1994 - 1999
Salomon Brothers 1992 - 1994
Salomon Brothers 1990 - 1992
Skills
Equities, Investment Banking, Mortgage Lending, Trading, Capital Markets, Loans, Investments, Asset Management, Financial Services, Portfolio Management, Fixed Income, Securities, Valuation, Management, Bloomberg, Finance, Hedge Funds, Banking, Financial Modeling, Residential Mortgages, Alternative Investments, Mortgage Banking, Operational Risk..., Derivatives
Education
Pomona College 1987 — 1990
BA, Economics
Asheville High School 1983 — 1986
WAMU Capital Corp 2003 - 2008
Banc of America Securities 1999 - 2003
Salomon Smith Barney 1994 - 1999
Salomon Brothers 1992 - 1994
Salomon Brothers 1990 - 1992
Skills
Equities, Investment Banking, Mortgage Lending, Trading, Capital Markets, Loans, Investments, Asset Management, Financial Services, Portfolio Management, Fixed Income, Securities, Valuation, Management, Bloomberg, Finance, Hedge Funds, Banking, Financial Modeling, Residential Mortgages, Alternative Investments, Mortgage Banking, Operational Risk..., Derivatives
Education
Pomona College 1987 — 1990
BA, Economics
Asheville High School 1983 — 1986
Gus Nunziata Gus Nunziata's Salomon Brothers Experience December 1985 - April 1992
Job Managing Director Asset Management Oversight & Control at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase July 2014 - Present
JPMorgan Chase August 2012 - July 2014
JPMorgan Chase March 2008 - August 2012
Bear Stearns Securities Corp December 1999 - March 2008
Bear Stearns & Co April 1992 - December 1999
Salomon Brothers December 1985 - April 1992
Skills
Securities, Offshoring, Operations Management, Operational Turnaround, Project Management, International Operations, SWIFT, Operational Risk..., Business Process..., Investment Banking, Third Party Vendor..., Accounting, Tax Reporting, Operational Control, Corporate Actions, Business Development, Prime Brokerage, Hedge Funds, Equities, Fixed Income, Credit Derivatives, Mergers & Acquisitions, Operational Risk, Back Office, Capital Markets, Trading Systems, Series 7, Derivatives, Settlement, Middle Office, Securities Lending, FINRA, Finance, Process Improvement, Series 63, Investments, Financial Services, Bloomberg, SWIFT payments, Collateral Management, Options, Financial Risk, Equity Derivatives, Electronic Trading, Mutual Funds
Education
Pace University 1978 — 1982
Bachelors, Accounting
JPMorgan Chase July 2014 - Present
JPMorgan Chase August 2012 - July 2014
JPMorgan Chase March 2008 - August 2012
Bear Stearns Securities Corp December 1999 - March 2008
Bear Stearns & Co April 1992 - December 1999
Salomon Brothers December 1985 - April 1992
Skills
Securities, Offshoring, Operations Management, Operational Turnaround, Project Management, International Operations, SWIFT, Operational Risk..., Business Process..., Investment Banking, Third Party Vendor..., Accounting, Tax Reporting, Operational Control, Corporate Actions, Business Development, Prime Brokerage, Hedge Funds, Equities, Fixed Income, Credit Derivatives, Mergers & Acquisitions, Operational Risk, Back Office, Capital Markets, Trading Systems, Series 7, Derivatives, Settlement, Middle Office, Securities Lending, FINRA, Finance, Process Improvement, Series 63, Investments, Financial Services, Bloomberg, SWIFT payments, Collateral Management, Options, Financial Risk, Equity Derivatives, Electronic Trading, Mutual Funds
Education
Pace University 1978 — 1982
Bachelors, Accounting
Rahel Jhirad Rahel Jhirad's Salomon Brothers Experience 1994 - 1998
Job Economist, Data Scientist, Mathematician, Investment Professional
Industry Computer Software
Experience
Hearst 2015 - Present
ContextBridge 2014 - Present
Economics and Big Data Meetup 2014 - Present
NYU Center for Data Science 2014 - Present
EMC/Greenplum 2011 - 2013
Courant Institute of Mathematical Sciences 2008 - 2009
TD 1998 - 2002
Salomon Brothers 1994 - 1998
Nomura Research Institute 1990 - 1992
Skills
Financial Modeling, Machine Learning, Big Data, Risk Management, Economics, Trading, Algorithms, Derivatives, Equities, Strategy, Financial Risk, Hedge Funds, Fixed Income, Finance, Financial Markets, Data Science, Web Analytics, Hadoop, Predictive Analytics, E-commerce, Online Advertising, Digital Media, Social Media, Digital Marketing, Data Visualization, Artificial Intelligence, Analytics
Education
Princeton University
Ph.D., Economics
Courant Institute of Mathematical Sciences
M.S., Mathematics
Hearst 2015 - Present
ContextBridge 2014 - Present
Economics and Big Data Meetup 2014 - Present
NYU Center for Data Science 2014 - Present
EMC/Greenplum 2011 - 2013
Courant Institute of Mathematical Sciences 2008 - 2009
TD 1998 - 2002
Salomon Brothers 1994 - 1998
Nomura Research Institute 1990 - 1992
Skills
Financial Modeling, Machine Learning, Big Data, Risk Management, Economics, Trading, Algorithms, Derivatives, Equities, Strategy, Financial Risk, Hedge Funds, Fixed Income, Finance, Financial Markets, Data Science, Web Analytics, Hadoop, Predictive Analytics, E-commerce, Online Advertising, Digital Media, Social Media, Digital Marketing, Data Visualization, Artificial Intelligence, Analytics
Education
Princeton University
Ph.D., Economics
Courant Institute of Mathematical Sciences
M.S., Mathematics
Boris Serebryanyy Boris Serebryanyy's Salomon Brothers Experience January 1997 - August 1998
Job VP, Global Manager UNIX Support for Low Latency Trading at Deutsche Bank
Industry Information Technology and Services
Experience
Deutsche Bank August 2013 - Present
Deutsche Bank October 2011 - August 2013
Deutsche Bank February 2011 - October 2011
Deutsche Bank April 2001 - February 2011
Deutsche Bank August 1999 - April 2001
Deutsche Bank August 1998 - August 1999
Salomon Brothers January 1997 - August 1998
Jennison Associates LLC 1996 - 1997
Skills
Trading Systems, Market Data, Electronic Trading, Solaris, Sybase, Prime Brokerage, Unix Shell Scripting, Fixed Income, Credit Derivatives, ITIL, Disaster Recovery, Investment Banking, Unix, Low Latency, Equities
Education
Pace University-New York 1995 — 1998
BA, Major in Computer Science
Tashkent Polytechnic University, Uzbekistan 1987 — 1992
BS, Computer Engineering
Deutsche Bank August 2013 - Present
Deutsche Bank October 2011 - August 2013
Deutsche Bank February 2011 - October 2011
Deutsche Bank April 2001 - February 2011
Deutsche Bank August 1999 - April 2001
Deutsche Bank August 1998 - August 1999
Salomon Brothers January 1997 - August 1998
Jennison Associates LLC 1996 - 1997
Skills
Trading Systems, Market Data, Electronic Trading, Solaris, Sybase, Prime Brokerage, Unix Shell Scripting, Fixed Income, Credit Derivatives, ITIL, Disaster Recovery, Investment Banking, Unix, Low Latency, Equities
Education
Pace University-New York 1995 — 1998
BA, Major in Computer Science
Tashkent Polytechnic University, Uzbekistan 1987 — 1992
BS, Computer Engineering
William (Bill) Mills's Salomon Brothers Experience January 1996 - March 1999
Job VP, Corporate Strategy & Development at eBay Enterprise
Industry Internet
Experience
eBay Enterprise May 2010 - Present
Forbes Media December 2007 - July 2010
Zingy Inc. June 2005 - October 2007
DoubleClick Inc. May 1999 - June 2005
Salomon Brothers January 1996 - March 1999
Bear, Stearns & Co. Inc. June 1989 - January 1996
Skills
Corporate Development, Global Business..., Strategy, Strategic Partnerships, Strategic Visionary, Business Development, Insider Trading, Mergers, Business Strategy, Corporate Finance, Leadership, Enterprise Software, Mergers & Acquisitions, Venture Capital, Investment Banking, Investments, Venture Financing, Start-ups, Mobile Advertising, Management, E-commerce, Deal Execution, Finance, Mobile Devices, Market Research
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA
Penn State University 1979 — 1983
B.S.
eBay Enterprise May 2010 - Present
Forbes Media December 2007 - July 2010
Zingy Inc. June 2005 - October 2007
DoubleClick Inc. May 1999 - June 2005
Salomon Brothers January 1996 - March 1999
Bear, Stearns & Co. Inc. June 1989 - January 1996
Skills
Corporate Development, Global Business..., Strategy, Strategic Partnerships, Strategic Visionary, Business Development, Insider Trading, Mergers, Business Strategy, Corporate Finance, Leadership, Enterprise Software, Mergers & Acquisitions, Venture Capital, Investment Banking, Investments, Venture Financing, Start-ups, Mobile Advertising, Management, E-commerce, Deal Execution, Finance, Mobile Devices, Market Research
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA
Penn State University 1979 — 1983
B.S.
Brian Dupre Brian Dupre's Salomon Brothers Experience January 1992 - June 1998
Job Experienced Property Tax/Accounting Manager
Industry Accounting
Experience
Lockheed Martin January 2013 - Present
HD Supply March 2007 - March 2008
Coca-Cola Enterprises February 2002 - March 2007
PricewaterhouseCoopers October 1998 - March 2000
Salomon Brothers January 1992 - June 1998
Price Waterhouse January 1986 - January 1992
Price Waterhouse October 1985 - January 1986
Office of the Auditor General September 1981 - September 1985
Skills
Fixed Assets, Internal Audit, Financial Reporting, Property Tax, Accounting, Tax, Auditing
Education
Nova Southeastern University 1997 — 1999
MBA, Business
University of South Florida 1979 — 1981
BA, Accounting
Lockheed Martin January 2013 - Present
HD Supply March 2007 - March 2008
Coca-Cola Enterprises February 2002 - March 2007
PricewaterhouseCoopers October 1998 - March 2000
Salomon Brothers January 1992 - June 1998
Price Waterhouse January 1986 - January 1992
Price Waterhouse October 1985 - January 1986
Office of the Auditor General September 1981 - September 1985
Skills
Fixed Assets, Internal Audit, Financial Reporting, Property Tax, Accounting, Tax, Auditing
Education
Nova Southeastern University 1997 — 1999
MBA, Business
University of South Florida 1979 — 1981
BA, Accounting
Tom Killian Tom Killian's Salomon Brothers Experience July 1985 - August 1987
Job Principal at Sandler O'Neill & Partners, L.P.
Industry Investment Banking
Experience
Sandler O'Neill & Partners, L.P. January 1992 - Present
J.P. Morgan September 1987 - December 1991
Salomon Brothers July 1985 - August 1987
Bank of America August 1979 - July 1985
Skills
Capital Markets, Valuation, Corporate Finance, Investment Banking, Mergers, Private Equity, Financial Modeling, Due Diligence, Banking, Structured Finance, Financial Structuring
Education
Northwestern University - Kellogg School of Management 1982 — 1985
MBA, Accounting and Finance
University of North Carolina at Chapel Hill 1975 — 1979
Bachelor of Science (BS), Industrial Relations
Sandler O'Neill & Partners, L.P. January 1992 - Present
J.P. Morgan September 1987 - December 1991
Salomon Brothers July 1985 - August 1987
Bank of America August 1979 - July 1985
Skills
Capital Markets, Valuation, Corporate Finance, Investment Banking, Mergers, Private Equity, Financial Modeling, Due Diligence, Banking, Structured Finance, Financial Structuring
Education
Northwestern University - Kellogg School of Management 1982 — 1985
MBA, Accounting and Finance
University of North Carolina at Chapel Hill 1975 — 1979
Bachelor of Science (BS), Industrial Relations
Bob Guzman Bob Guzman's Salomon Brothers Experience 1986 - 1989
Job Managing Director Head of Pension Risk Management at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management February 2014 - September 2015
US Securities and Exchange Commission 2013 - 2014
Aberdeen Asset Management 2003 - 2010
Aberdeen Asset Management 2001 - 2010
Deutsche Asset Management 1998 - 2000
UBS 1995 - 1997
Bear Stearns 1993 - 1994
Merrill Lynch 1992 - 1993
Bankers Trust 1989 - 1992
Salomon Brothers 1986 - 1989
Skills
Trading, Portfolio Management, Alternative Investments, Fixed Income, Derivatives, Interest Rate..., Credit Derivatives, Financial Markets, Hedging, Fixed Income Trading, Risk Management, Asset Management, Market Risk, Asset Managment, Investments, Options, Structured Finance, Financial Risk, Foreign Exchange
Education
Princeton University
Doctor of Philosophy (Ph.D.), Chemical Physics
Columbia University
BS, Chemical Engineering
UBS Global Asset Management February 2014 - September 2015
US Securities and Exchange Commission 2013 - 2014
Aberdeen Asset Management 2003 - 2010
Aberdeen Asset Management 2001 - 2010
Deutsche Asset Management 1998 - 2000
UBS 1995 - 1997
Bear Stearns 1993 - 1994
Merrill Lynch 1992 - 1993
Bankers Trust 1989 - 1992
Salomon Brothers 1986 - 1989
Skills
Trading, Portfolio Management, Alternative Investments, Fixed Income, Derivatives, Interest Rate..., Credit Derivatives, Financial Markets, Hedging, Fixed Income Trading, Risk Management, Asset Management, Market Risk, Asset Managment, Investments, Options, Structured Finance, Financial Risk, Foreign Exchange
Education
Princeton University
Doctor of Philosophy (Ph.D.), Chemical Physics
Columbia University
BS, Chemical Engineering
Donna Rasile Donna Rasile's Salomon Brothers Experience 1987 - 1989
Job Senior Wealth Manager at GreerWalker LLP
Industry Investment Management
Experience
GreerWalker Wealth Management January 2003 - Present
Donaldson, Lufkin & Jenrette 1989 - 1994
Salomon Brothers 1987 - 1989
Johnson, Lane & co. 1984 - 1987
EF Hutton 1982 - 1984
Skills
Financial Analysis, Wealth Management, Mutual Funds, Relationship Management, New Business Development, Multi-generational..., Portfolio Management
Education
Oglethorpe University 1978 — 1982
Business
GreerWalker Wealth Management January 2003 - Present
Donaldson, Lufkin & Jenrette 1989 - 1994
Salomon Brothers 1987 - 1989
Johnson, Lane & co. 1984 - 1987
EF Hutton 1982 - 1984
Skills
Financial Analysis, Wealth Management, Mutual Funds, Relationship Management, New Business Development, Multi-generational..., Portfolio Management
Education
Oglethorpe University 1978 — 1982
Business
Alice Zimbler's Salomon Brothers Experience 1985 - 1998
Job Office Manager
Industry Financial Services
Experience
First Manhattan Co. July 2014 - Present
ZA Architecture April 2014 - July 2014
GCM Grosvenor February 2014 - May 2014
Ross Stores May 2012 - January 2014
Russell Investments July 2008 - May 2012
Houlihan Lokey 1998 - 2008
Salomon Brothers 1985 - 1998
Citibank 1981 - 1985
Skills
Asset Management, Microsoft Excel, Team Management, Microsoft Office, Real Estate, Management, Office Management, Outlook, Microsoft Word, Administrative..., Customer Service, Recruiting, Employee Benefits, Vendor Management, Investments, Human Resources, PowerPoint, Mergers & Acquisitions, Strategic Planning, Event Planning, Performance Management, Access, Team Leadership, Event Management, Office Administration, Talent Management, Team Building, Talent Acquisition, Leadership, Project Management, Employee Relations, Project Planning, Budgets, Onboarding
Education
Queens College 1977 — 1981
BA, Sociology
First Manhattan Co. July 2014 - Present
ZA Architecture April 2014 - July 2014
GCM Grosvenor February 2014 - May 2014
Ross Stores May 2012 - January 2014
Russell Investments July 2008 - May 2012
Houlihan Lokey 1998 - 2008
Salomon Brothers 1985 - 1998
Citibank 1981 - 1985
Skills
Asset Management, Microsoft Excel, Team Management, Microsoft Office, Real Estate, Management, Office Management, Outlook, Microsoft Word, Administrative..., Customer Service, Recruiting, Employee Benefits, Vendor Management, Investments, Human Resources, PowerPoint, Mergers & Acquisitions, Strategic Planning, Event Planning, Performance Management, Access, Team Leadership, Event Management, Office Administration, Talent Management, Team Building, Talent Acquisition, Leadership, Project Management, Employee Relations, Project Planning, Budgets, Onboarding
Education
Queens College 1977 — 1981
BA, Sociology
Vicki Noebel Cignarella Vicki Noebel Cignarella's Salomon Brothers Experience 1985 - 1993
Job IS/IT Business Analyst
Industry Financial Services
Experience
JPMorgan Chase 1993 - 1994
Salomon Brothers 1985 - 1993
Skills
Leadership, Six Sigma, Agile Methodologies, Program Management, Management, Process Improvement, Analysis, Business Analysis
Education
Villanova University 2013 — 2013
Master Certificate, Information Technology Project Management & Business Analysis
Pace University
Bachelor of Business Administration (BBA), Management Information Systems, General
JPMorgan Chase 1993 - 1994
Salomon Brothers 1985 - 1993
Skills
Leadership, Six Sigma, Agile Methodologies, Program Management, Management, Process Improvement, Analysis, Business Analysis
Education
Villanova University 2013 — 2013
Master Certificate, Information Technology Project Management & Business Analysis
Pace University
Bachelor of Business Administration (BBA), Management Information Systems, General
Ade Ace Swinger Ade Ace Swinger's Salomon Brothers Experience 2001 - 2002
Job Financial Representative at CommonWealth Planning LLC
Industry Financial Services
Experience
CommonWealth Financial Partnership, LLC December 2014 - Present
World Financial Group (WFG) November 2013 - 2014
The ALS Group, LLC 2009 - 2011
REM Solutions 2007 - 2010
Salomon Brothers 2001 - 2002
Click Radio Inc. 2000 - 2001
Swinger Computer Repair 1998 - 2000
Skills
Business Needs Analysis, Capital Accumulation, Retirement Strategies, Insurance Strategies, Estate Planning..., Life Insurance, Key Person Insurance, Financial Strategies
Education
Old Dominion University 2002 — 2006
BS Computer Engineering, Computer Engineering
Old Dominion University 2001 — 2006
BS, Computer Engineering
CommonWealth Financial Partnership, LLC December 2014 - Present
World Financial Group (WFG) November 2013 - 2014
The ALS Group, LLC 2009 - 2011
REM Solutions 2007 - 2010
Salomon Brothers 2001 - 2002
Click Radio Inc. 2000 - 2001
Swinger Computer Repair 1998 - 2000
Skills
Business Needs Analysis, Capital Accumulation, Retirement Strategies, Insurance Strategies, Estate Planning..., Life Insurance, Key Person Insurance, Financial Strategies
Education
Old Dominion University 2002 — 2006
BS Computer Engineering, Computer Engineering
Old Dominion University 2001 — 2006
BS, Computer Engineering
Dawn Dougherty Dawn Dougherty's Salomon Brothers Experience 1994 - 1997
Job Real Estate Consultant at Re/Max DynamicThe Duncan Duo
Industry Real Estate
Experience
Re/Max Dynamic-The Duncan Duo April 2015 - Present
Century 21 Beggins Enterprises April 1998 - April 2015
LF Rossignol Development 1997 - 1999
City of Tampa 1994 - 1998
Salomon Brothers 1994 - 1997
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, Property Management, Real Estate Transactions
Education
Nova Southeastern University 1986 — 1988
University of South Florida BA Finance, Business Administration and Management, General, MBA, 3.6 GPA
University of South Florida 1980 — 1984
Bachelor’s Degree, Finance, General
Re/Max Dynamic-The Duncan Duo April 2015 - Present
Century 21 Beggins Enterprises April 1998 - April 2015
LF Rossignol Development 1997 - 1999
City of Tampa 1994 - 1998
Salomon Brothers 1994 - 1997
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, Property Management, Real Estate Transactions
Education
Nova Southeastern University 1986 — 1988
University of South Florida BA Finance, Business Administration and Management, General, MBA, 3.6 GPA
University of South Florida 1980 — 1984
Bachelor’s Degree, Finance, General
Jake Bridgland's Salomon Brothers Experience 2005 - 2006
Job Executive Search Consultant at Innovations PSI
Industry Investment Management
Experience
Innovations PSI June 2015 - Present
Spyglass Retirement Systems March 2014 - Present
John Hancock Life Insurance Company (U.S.A.) January 2011 - September 2013
Manulife Financial April 2006 - January 2011
Salomon Brothers 2005 - 2006
Union Bank of California May 2002 - May 2005
Fidelity Investments May 2000 - May 2004
Skills
Mutual Funds, Investments, Portfolio Management, Wealth Management, Alternative Investments, Sales, Asset Allocation, Financial Advisory, Financial Markets, Relationship Management, Series 7, ETFs, Retirement, Separately Managed..., Creative Marketer, Communicaitons, Series 6, Finance, Series 63, 401k, Equities, Languages, Egyptian Arabic, Great Motivator, Thought Leadership, Financial Services, Fixed Income, Investment Advisory, Securities, Investment Strategies, Asset Management
Education
Northumbria University 1994 — 1998
BA Economics, Financial Economics, Econometrics
Northumbria University
Bachelor's degree, Economics
Innovations PSI June 2015 - Present
Spyglass Retirement Systems March 2014 - Present
John Hancock Life Insurance Company (U.S.A.) January 2011 - September 2013
Manulife Financial April 2006 - January 2011
Salomon Brothers 2005 - 2006
Union Bank of California May 2002 - May 2005
Fidelity Investments May 2000 - May 2004
Skills
Mutual Funds, Investments, Portfolio Management, Wealth Management, Alternative Investments, Sales, Asset Allocation, Financial Advisory, Financial Markets, Relationship Management, Series 7, ETFs, Retirement, Separately Managed..., Creative Marketer, Communicaitons, Series 6, Finance, Series 63, 401k, Equities, Languages, Egyptian Arabic, Great Motivator, Thought Leadership, Financial Services, Fixed Income, Investment Advisory, Securities, Investment Strategies, Asset Management
Education
Northumbria University 1994 — 1998
BA Economics, Financial Economics, Econometrics
Northumbria University
Bachelor's degree, Economics
Brian Callaci Brian Callaci's Salomon Brothers Experience 1994 - 1997
Job Managing Director at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2014 - Present
Bank of America Merrill Lynch 1997 - 2014
Merrill Lynch 1997 - 2014
Salomon Brothers 1994 - 1997
Skills
Investment Banking, Mergers & Acquisitions, Financial Analysis, Business Valuation
Education
Northwestern University - Kellogg School of Management 1993 — 1994
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1987 — 1991
Bachelor of Science (B.S.), Accounting and Finance
Moelis & Company July 2014 - Present
Bank of America Merrill Lynch 1997 - 2014
Merrill Lynch 1997 - 2014
Salomon Brothers 1994 - 1997
Skills
Investment Banking, Mergers & Acquisitions, Financial Analysis, Business Valuation
Education
Northwestern University - Kellogg School of Management 1993 — 1994
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1987 — 1991
Bachelor of Science (B.S.), Accounting and Finance
Tony Barkan's Salomon Brothers Experience August 1994 - September 1997
Job Managing Principal / Chief Investment Officer at Allagash Partners
Industry Investment Management
Experience
Allagash Partners May 2015 - Present
Seer Capital Management July 2008 - March 2015
Sailfish Capital Partners June 2006 - May 2008
Harbert Management Corp May 2004 - December 2005
Clinton Group September 2001 - October 2003
Pareto Partners August 1997 - September 2001
Salomon Brothers August 1994 - September 1997
Goldman Sachs July 1992 - July 1994
ED&F Man July 1988 - July 1992
Lehman Brothers 1985 - 1988
Skills
Portfolio mangement, Securities Trading, Charitable Giving, Parenting, Hedge Funds, Fixed Income, Alternative Investments, ABS, Asset Managment, Capital Markets, Bonds, Structured Products, MBS, CDO, Structured Finance, Derivatives, Securitization, Trading, Asset Management, Bloomberg, CDS, CMBS, Charities, Credit, Credit Derivatives, Financial Markets, Fund Of Funds, Funding, High Yield, Investment Management, Investment Strategies, Investments, Mutual Funds, Options, Portfolio Management, Securities, Series 7, Valuation, Commercial Real Estate
Education
Princeton University 1984 — 1988
AB, English Literature / Contemporary American Poetry
Riverdale Country School (RCS) 1976 — 1984
Fleming School 1971 — 1975
Allagash Partners May 2015 - Present
Seer Capital Management July 2008 - March 2015
Sailfish Capital Partners June 2006 - May 2008
Harbert Management Corp May 2004 - December 2005
Clinton Group September 2001 - October 2003
Pareto Partners August 1997 - September 2001
Salomon Brothers August 1994 - September 1997
Goldman Sachs July 1992 - July 1994
ED&F Man July 1988 - July 1992
Lehman Brothers 1985 - 1988
Skills
Portfolio mangement, Securities Trading, Charitable Giving, Parenting, Hedge Funds, Fixed Income, Alternative Investments, ABS, Asset Managment, Capital Markets, Bonds, Structured Products, MBS, CDO, Structured Finance, Derivatives, Securitization, Trading, Asset Management, Bloomberg, CDS, CMBS, Charities, Credit, Credit Derivatives, Financial Markets, Fund Of Funds, Funding, High Yield, Investment Management, Investment Strategies, Investments, Mutual Funds, Options, Portfolio Management, Securities, Series 7, Valuation, Commercial Real Estate
Education
Princeton University 1984 — 1988
AB, English Literature / Contemporary American Poetry
Riverdale Country School (RCS) 1976 — 1984
Fleming School 1971 — 1975
Biff Norris's Salomon Brothers Experience November 1995 - December 1998
Job Portfolio Strategy Securities Inc
Industry Financial Services
Experience
Cornerstone Capital Partners L.P. December 2011 - July 2013
Portfolio Securities Strategy Inc 2013 - 2013
Strategic Storytellers December 2010 - November 2011
BMO Capital Markets April 1999 - December 2007
Salomon Brothers November 1995 - December 1998
Scotia Capital October 1983 - October 1995
Skills
Investments, Fixed Income, Portfolio Management, Hedge Funds, Asset Management, Private Equity, Trading, Corporate Finance, Securities, Finance, Management, Marketing, Structured Finance, Investment Management, Sales, Capital Markets, Equities, Derivatives, Bloomberg, Investment Banking
Education
Queen's University 1979 — 1981
MBA, Finance
Queen's University 1976 — 1979
BA, Economics
Cornerstone Capital Partners L.P. December 2011 - July 2013
Portfolio Securities Strategy Inc 2013 - 2013
Strategic Storytellers December 2010 - November 2011
BMO Capital Markets April 1999 - December 2007
Salomon Brothers November 1995 - December 1998
Scotia Capital October 1983 - October 1995
Skills
Investments, Fixed Income, Portfolio Management, Hedge Funds, Asset Management, Private Equity, Trading, Corporate Finance, Securities, Finance, Management, Marketing, Structured Finance, Investment Management, Sales, Capital Markets, Equities, Derivatives, Bloomberg, Investment Banking
Education
Queen's University 1979 — 1981
MBA, Finance
Queen's University 1976 — 1979
BA, Economics
Cindy Sieden Cindy Sieden's Salomon Brothers Experience 1989 - 1998
Job Managing Director Head of Debt Structuring North America at Rabobank
Industry Banking
Experience
Rabobank March 2014 - Present
Rabobank January 2011 - February 2014
Royal Bank of Scotland 2007 - October 2010
ABN Amro Bank 2004 - 2007
Citigroup 1998 - 2004
Salomon Brothers 1989 - 1998
Skills
Financial Structuring, Corporate Finance, Financial Modeling, Investment Banking, Finance, Risk Management, Banking, Capital Structure, Structured Finance, Derivatives, Portfolio Management, Economics, CRM, Project Finance, Cross-functional Team..., Management, Financial Advisory
Education
New York University - Leonard N. Stern School of Business 1995 — 1999
MBA, Finance, International Business
Queens College
BA, Mathematics, Spanish
Rabobank March 2014 - Present
Rabobank January 2011 - February 2014
Royal Bank of Scotland 2007 - October 2010
ABN Amro Bank 2004 - 2007
Citigroup 1998 - 2004
Salomon Brothers 1989 - 1998
Skills
Financial Structuring, Corporate Finance, Financial Modeling, Investment Banking, Finance, Risk Management, Banking, Capital Structure, Structured Finance, Derivatives, Portfolio Management, Economics, CRM, Project Finance, Cross-functional Team..., Management, Financial Advisory
Education
New York University - Leonard N. Stern School of Business 1995 — 1999
MBA, Finance, International Business
Queens College
BA, Mathematics, Spanish
Peter Belina Peter Belina's Salomon Brothers Experience January 1990 - June 1993
Job
Industry Financial Services
Experience
State Street August 2015 - Present
JPMorgan Chase April 2012 - August 2015
Fidelity Investments August 2009 - April 2012
Morgan Stanley July 2007 - August 2009
JPMorgan Chase / JPMC / JP Morgan July 2003 - July 2007
Lehman Brothers / Lehman June 1993 - July 2003
Salomon Brothers January 1990 - June 1993
AT&T Bell Laboratories (ATT / Bell Labs) 1986 - 1990
Gore 1984 - 1986
Skills
Fluent in Polish, Fluent in German, Understands Russian, Security, Application Development, Architecture, SDLC, Middleware, Software Development, German, Russian, IT Management, Business Analysis, Agile Methodologies, Program Management, Portfolio Management, Enterprise Architecture, Governance, Information Technology, Executive Management, Infrastructure, Product Management, IT Strategy, Information Security, SaaS, SOA, Enterprise Software, Application Architecture, Software Project..., Trading Systems, Management, Architectures, Integration, Java, Unix, Solution Architecture, Distributed Systems, Business Intelligence, Strategy
Education
Princeton University 1986 — 1988
MS
University of Delaware 1982 — 1986
BS Magna Cum Laude
Adam Asnyk - Liceum Ogolnoksztalcace Nr 5 w Szczecine 1977 — 1981
Matura
State Street August 2015 - Present
JPMorgan Chase April 2012 - August 2015
Fidelity Investments August 2009 - April 2012
Morgan Stanley July 2007 - August 2009
JPMorgan Chase / JPMC / JP Morgan July 2003 - July 2007
Lehman Brothers / Lehman June 1993 - July 2003
Salomon Brothers January 1990 - June 1993
AT&T Bell Laboratories (ATT / Bell Labs) 1986 - 1990
Gore 1984 - 1986
Skills
Fluent in Polish, Fluent in German, Understands Russian, Security, Application Development, Architecture, SDLC, Middleware, Software Development, German, Russian, IT Management, Business Analysis, Agile Methodologies, Program Management, Portfolio Management, Enterprise Architecture, Governance, Information Technology, Executive Management, Infrastructure, Product Management, IT Strategy, Information Security, SaaS, SOA, Enterprise Software, Application Architecture, Software Project..., Trading Systems, Management, Architectures, Integration, Java, Unix, Solution Architecture, Distributed Systems, Business Intelligence, Strategy
Education
Princeton University 1986 — 1988
MS
University of Delaware 1982 — 1986
BS Magna Cum Laude
Adam Asnyk - Liceum Ogolnoksztalcace Nr 5 w Szczecine 1977 — 1981
Matura
Mike De Paola Mike De Paola's Salomon Brothers Experience 1986 - 1989
Job MIKEDP Ventures, LLC, President & CEO
Industry Venture Capital & Private Equity
Experience
MIKEDP Ventures, LLC 2001 - Present
J.P. Morgan 1999 - 2001
ING Investment Banking 1998 - 1999
Smith Barney 1994 - 1998
J.P. Morgan 1989 - 1992
Salomon Brothers 1986 - 1989
Skills
Business Strategy, Equity Derivatives, Mergers, Valuation, Strategic Planning, Venture Capital, Private Equity, Equities, Start-ups, New Business Development, Due Diligence, Mergers & Acquisitions, Investments, Entrepreneurship, Contemporary Art, Art History, Trading, Strategy, Fine Art, Corporate Development, Management
Education
University of California, Los Angeles - The Anderson School of Management 1992 — 1994
Master of Business Administration (M.B.A.)
Pace University 1983 — 1987
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Moore Catholic High School 1979 — 1983
MIKEDP Ventures, LLC 2001 - Present
J.P. Morgan 1999 - 2001
ING Investment Banking 1998 - 1999
Smith Barney 1994 - 1998
J.P. Morgan 1989 - 1992
Salomon Brothers 1986 - 1989
Skills
Business Strategy, Equity Derivatives, Mergers, Valuation, Strategic Planning, Venture Capital, Private Equity, Equities, Start-ups, New Business Development, Due Diligence, Mergers & Acquisitions, Investments, Entrepreneurship, Contemporary Art, Art History, Trading, Strategy, Fine Art, Corporate Development, Management
Education
University of California, Los Angeles - The Anderson School of Management 1992 — 1994
Master of Business Administration (M.B.A.)
Pace University 1983 — 1987
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Moore Catholic High School 1979 — 1983
Don Ullmann Don Ullmann's Salomon Brothers Experience 1982 - 1987
Job Principal at DMU Financial Consulting, LLC
Industry Financial Services
Experience
Guggenheim Securities June 2013 - February 2015
Gleacher and Co. 2012 - 2013
Keefe, Bruyette & Woods 2003 - 2011
Merrill Lynch 1992 - 2001
Merrill Lynch 1991 - 1992
Merrill Lynch 1987 - 1991
Salomon Brothers 1982 - 1987
Education
Northwestern University - Kellogg School of Management 1980 — 1982
MBA, Finance
Brown University 1976 — 1979
BA, Economics
Guggenheim Securities June 2013 - February 2015
Gleacher and Co. 2012 - 2013
Keefe, Bruyette & Woods 2003 - 2011
Merrill Lynch 1992 - 2001
Merrill Lynch 1991 - 1992
Merrill Lynch 1987 - 1991
Salomon Brothers 1982 - 1987
Education
Northwestern University - Kellogg School of Management 1980 — 1982
MBA, Finance
Brown University 1976 — 1979
BA, Economics
Walt Coughlin Walt Coughlin's Salomon Brothers Experience 1986 - 1990
Job EVP at Coughlin & Co
Industry Investment Banking
Experience
Coughlin & Co April 1990 - Present
Salomon Brothers 1986 - 1990
Skills
Financial Analysis, Communications, Non-Profit Finance, Non-profits, Real Estate, Non-profit Finance, Investments, Strategy, Bonds, Valuation, Portfolio Management, Nonprofits, Budgets, Credit Analysis, Equities, Strategic Financial..., Mergers, Analysis, Corporate Finance, Leadership, Communication, Due Diligence, Fundraising, Strategic Planning, Start-ups, Finance, Private Equity, Asset Management, Venture Capital, Financial Modeling, Financial Structuring, Real Estate Economics, Entrepreneurship, Executive Management, Mergers & Acquisitions, Securities, Loans, Structured Finance, Capital Markets
Education
Northwestern University - Kellogg School of Management 1984 — 1986
MM, Business
Stanford University 1980 — 1984
AB, Economics
Coughlin & Co April 1990 - Present
Salomon Brothers 1986 - 1990
Skills
Financial Analysis, Communications, Non-Profit Finance, Non-profits, Real Estate, Non-profit Finance, Investments, Strategy, Bonds, Valuation, Portfolio Management, Nonprofits, Budgets, Credit Analysis, Equities, Strategic Financial..., Mergers, Analysis, Corporate Finance, Leadership, Communication, Due Diligence, Fundraising, Strategic Planning, Start-ups, Finance, Private Equity, Asset Management, Venture Capital, Financial Modeling, Financial Structuring, Real Estate Economics, Entrepreneurship, Executive Management, Mergers & Acquisitions, Securities, Loans, Structured Finance, Capital Markets
Education
Northwestern University - Kellogg School of Management 1984 — 1986
MM, Business
Stanford University 1980 — 1984
AB, Economics
Edward Boyhan Edward Boyhan's Salomon Brothers Experience 1982 - 1988
Job President at The Digital Iceworks
Industry Internet
Experience
The Digital Iceworks October 1988 - Present
Microsoft Corporation October 2000 - October 2002
University System of NH September 1993 - January 2001
Lazard Freres & Co. 1995 - 1997
Lazard Freres & Co. 1995 - 1997
Salomon Brothers 1982 - 1988
Securities Industry Automation Corporation July 1972 - October 1982
New York University December 1967 - June 1972
Skills
Systems programming, Microsoft Office, Web design, Network Engineering, System administration, Strategic Planning, Technical Trainer, SharePoint, HTML, Business Analysis, Software Development, Systems Programming, Strategy
Education
New York University - Leonard N. Stern School of Business 1980 — 1988
MBA*, Economics, Finance
New York University 1967 — 1970
MS, Operations Research, Computer Science
Occidental College 1963 — 1967
BA, Psychology, Economics
Institut auf dem Rosenberg 1960 — 1964
6 "O" Levels; 3 "A" Levels
Institute auf dem rosenberg 1960 — 1963
The Digital Iceworks October 1988 - Present
Microsoft Corporation October 2000 - October 2002
University System of NH September 1993 - January 2001
Lazard Freres & Co. 1995 - 1997
Lazard Freres & Co. 1995 - 1997
Salomon Brothers 1982 - 1988
Securities Industry Automation Corporation July 1972 - October 1982
New York University December 1967 - June 1972
Skills
Systems programming, Microsoft Office, Web design, Network Engineering, System administration, Strategic Planning, Technical Trainer, SharePoint, HTML, Business Analysis, Software Development, Systems Programming, Strategy
Education
New York University - Leonard N. Stern School of Business 1980 — 1988
MBA*, Economics, Finance
New York University 1967 — 1970
MS, Operations Research, Computer Science
Occidental College 1963 — 1967
BA, Psychology, Economics
Institut auf dem Rosenberg 1960 — 1964
6 "O" Levels; 3 "A" Levels
Institute auf dem rosenberg 1960 — 1963
Srinivasan Sriram Srinivasan Sriram's Salomon Brothers Experience 1991 - 1993
Job Founder & CEO at Skuchain
Industry Internet
Experience
skuchain.com 2014 - Present
Blockchain University 2014 - Present
BrowserEggs, Inc. 2011 - 2014
Wharton Executive Education April 2013 - June 2013
565labs.com 2002 - 2010
Pop2it.com 1998 - 2001
Igenesis Inc. 1990 - 2000
Salomon Brothers 1991 - 1993
Citicorp Mortgage Inc. 1990 - 1991
New York Garment District 1987 - 1990
Skills
Lean Startup, Entrepreneurship, Hackathons, Shopping, Start-ups, Cloud Computing, Strategy, Management, Business Strategy, Venture Capital, Bitcoin, Node.js, CoffeeScript
Education
Stanford University Graduate School of Business 2000 — 2000
Executive Program for Growing Companies, Business
State University of New York Maritime College 1986 — 1987
M.S. Transportation Management (pending thesis submission)
Master Mariner - First Class (UK & Commonwealth) 1977 — 1985
Master Class-1 Foreign Going
Osmania University
Bachelor of Arts (B.A.), Economics, (by correspondence)
skuchain.com 2014 - Present
Blockchain University 2014 - Present
BrowserEggs, Inc. 2011 - 2014
Wharton Executive Education April 2013 - June 2013
565labs.com 2002 - 2010
Pop2it.com 1998 - 2001
Igenesis Inc. 1990 - 2000
Salomon Brothers 1991 - 1993
Citicorp Mortgage Inc. 1990 - 1991
New York Garment District 1987 - 1990
Skills
Lean Startup, Entrepreneurship, Hackathons, Shopping, Start-ups, Cloud Computing, Strategy, Management, Business Strategy, Venture Capital, Bitcoin, Node.js, CoffeeScript
Education
Stanford University Graduate School of Business 2000 — 2000
Executive Program for Growing Companies, Business
State University of New York Maritime College 1986 — 1987
M.S. Transportation Management (pending thesis submission)
Master Mariner - First Class (UK & Commonwealth) 1977 — 1985
Master Class-1 Foreign Going
Osmania University
Bachelor of Arts (B.A.), Economics, (by correspondence)
Beth Flores-Manlapig, CISA, CRISC Beth Flores-Manlapig, CISA, CRISC's Salomon Brothers Experience 1990 - 1997
Job Manager at CohnReznick LLP
Industry Accounting
Experience
ISACA 2014 - Present
CohnReznick LLP August 2003 - Present
Lehman Brothers August 2000 - November 2002
Bear Stearns April 1998 - August 2000
CIBC World Markets April 1997 - June 1998
Salomon Brothers 1990 - 1997
Drexel Burnham Lambert August 1988 - March 1990
Bankers Trust 1982 - 1984
Skills
IT Audit, Sarbanes-Oxley, Internal Audit, Risk Assessment, Risk Management, IT Risk Management, COBIT, SAS70, Sarbanes-Oxley Act, Internal Controls, CISA, CRISC, Governance, COSO, Enterprise Risk..., Compliance SOX, Information Technology, Auditing, Information Security, Information Security..., Operational Risk..., SSAE 16, PCI DSS, SOX 404, Business Continuity, Financial Risk, CISM, CISSP, Operational Risk
Education
Pace University - Lubin School of Business
BBA, MIS
ISACA 2014 - Present
CohnReznick LLP August 2003 - Present
Lehman Brothers August 2000 - November 2002
Bear Stearns April 1998 - August 2000
CIBC World Markets April 1997 - June 1998
Salomon Brothers 1990 - 1997
Drexel Burnham Lambert August 1988 - March 1990
Bankers Trust 1982 - 1984
Skills
IT Audit, Sarbanes-Oxley, Internal Audit, Risk Assessment, Risk Management, IT Risk Management, COBIT, SAS70, Sarbanes-Oxley Act, Internal Controls, CISA, CRISC, Governance, COSO, Enterprise Risk..., Compliance SOX, Information Technology, Auditing, Information Security, Information Security..., Operational Risk..., SSAE 16, PCI DSS, SOX 404, Business Continuity, Financial Risk, CISM, CISSP, Operational Risk
Education
Pace University - Lubin School of Business
BBA, MIS
Craig Milius's Salomon Brothers Experience 1995 - 1997
Job Growth Equity & Buyouts for Software & TechnologyEnabled Businesses
Industry Venture Capital & Private Equity
Experience
Sampa Partners 2012 - Present
Animal Trustees of Austin 2007 - 2013
Asset International 2007 - 2011
ReTrans, Inc. 2004 - 2011
Newgistics 2001 - 2011
Austin Ventures 2000 - 2011
CreditCards.com 2006 - 2010
HomeAway, Inc. 2004 - 2009
Primus Capital Funds 1997 - 1999
Salomon Brothers 1995 - 1997
Skills
Mergers, Venture Capital, Private Equity, Start-ups, Corporate Finance, Strategy, Investments, IPO, Equities, Growth Capital, Asset Managment, Forecasting, Acquisitions, Recapitalizations, Buyouts
Education
Northwestern University - Kellogg School of Management 1999 — 2000
MBA
University of Michigan - Stephen M. Ross School of Business 1991 — 1995
BBA, Finance
Sampa Partners 2012 - Present
Animal Trustees of Austin 2007 - 2013
Asset International 2007 - 2011
ReTrans, Inc. 2004 - 2011
Newgistics 2001 - 2011
Austin Ventures 2000 - 2011
CreditCards.com 2006 - 2010
HomeAway, Inc. 2004 - 2009
Primus Capital Funds 1997 - 1999
Salomon Brothers 1995 - 1997
Skills
Mergers, Venture Capital, Private Equity, Start-ups, Corporate Finance, Strategy, Investments, IPO, Equities, Growth Capital, Asset Managment, Forecasting, Acquisitions, Recapitalizations, Buyouts
Education
Northwestern University - Kellogg School of Management 1999 — 2000
MBA
University of Michigan - Stephen M. Ross School of Business 1991 — 1995
BBA, Finance
Rick Wolfgram's Salomon Brothers Experience July 1995 - July 1996
Job Managing Director, Internet & Digital Media Investment Banking at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey September 2012 - Present
ThinkEquity LLC June 2007 - August 2012
826 Valencia December 2002 - September 2011
Seven Hills Partners August 2002 - June 2007
Inktomi Corporation July 2000 - July 2002
Salomon Smith Barney July 1998 - July 2000
Trilogy Capital Partners, Inc. June 1997 - September 1997
Salomon Brothers July 1995 - July 1996
Volpe Welty & Company July 1993 - July 1995
Merchants Trading 1984 - 1990
Skills
Mergers, IPO, Financial Modeling, Private Equity, Corporate Development, Venture Capital, Investment Banking, M&A experience, Start-ups, Strategic Partnerships, Financial Advisory, Corporate Finance, Mergers & Acquisitions, Management Consulting, Strategy, E-commerce, Valuation, Online Advertising, Investments, Due Diligence, Digital Media, Emerging Markets, LBO, Entrepreneurship, Investor Relations, Divestitures, Equity Research, Executive Management, Capital Markets, Competitive Analysis
Education
Kellogg School of Management 1996 — 1998
MBA, Finance, Strategy and Marketing
Stanford University 1992 — 1993
MS, Industrial Engineering
Stanford University 1988 — 1992
BS, Industrial Engineering
Lake Forest High School 1984 — 1988
AFS Tunisia 1987 1987 — 1987
SunTrust Robinson Humphrey September 2012 - Present
ThinkEquity LLC June 2007 - August 2012
826 Valencia December 2002 - September 2011
Seven Hills Partners August 2002 - June 2007
Inktomi Corporation July 2000 - July 2002
Salomon Smith Barney July 1998 - July 2000
Trilogy Capital Partners, Inc. June 1997 - September 1997
Salomon Brothers July 1995 - July 1996
Volpe Welty & Company July 1993 - July 1995
Merchants Trading 1984 - 1990
Skills
Mergers, IPO, Financial Modeling, Private Equity, Corporate Development, Venture Capital, Investment Banking, M&A experience, Start-ups, Strategic Partnerships, Financial Advisory, Corporate Finance, Mergers & Acquisitions, Management Consulting, Strategy, E-commerce, Valuation, Online Advertising, Investments, Due Diligence, Digital Media, Emerging Markets, LBO, Entrepreneurship, Investor Relations, Divestitures, Equity Research, Executive Management, Capital Markets, Competitive Analysis
Education
Kellogg School of Management 1996 — 1998
MBA, Finance, Strategy and Marketing
Stanford University 1992 — 1993
MS, Industrial Engineering
Stanford University 1988 — 1992
BS, Industrial Engineering
Lake Forest High School 1984 — 1988
AFS Tunisia 1987 1987 — 1987
Michael Keyles's Salomon Brothers Experience 1988 - 1992
Job
Industry Information Technology and Services
Experience
UnitedHealth Group June 2009 - Present
Credit Suisse December 2003 - February 2009
Goldman Sachs June 1992 - November 2002
Salomon Brothers 1988 - 1992
Skills
Disaster Recovery, Data Center, Fixed Income, Vendor Management, Budgeting, Vendor Relations, Unix, Process Improvement, Contract Negotiations, Change Management, ITIL, Healthcare, Team Leadership, Customer Relations, Mentoring, Cross-functional Team..., Contract Negotiation, Business Continuity, IT Strategy, Solaris, Servers, IT Management, Enterprise Architecture, VMware ESX, Management, Infrastructure, System Deployment, SDLC, System Administration, IT Service Management, Security, Risk Management, Incident Management, Integration, Business Analysis, Project Portfolio..., Storage, Information Technology, Governance, Customer Service, Budgets, Virtualization, IT Operations, Strategy, Linux, PMO, Cloud Computing, Service Delivery, Solution Architecture, PMP
Education
Pace University
MS
Rutgers University-New Brunswick
BA
UnitedHealth Group June 2009 - Present
Credit Suisse December 2003 - February 2009
Goldman Sachs June 1992 - November 2002
Salomon Brothers 1988 - 1992
Skills
Disaster Recovery, Data Center, Fixed Income, Vendor Management, Budgeting, Vendor Relations, Unix, Process Improvement, Contract Negotiations, Change Management, ITIL, Healthcare, Team Leadership, Customer Relations, Mentoring, Cross-functional Team..., Contract Negotiation, Business Continuity, IT Strategy, Solaris, Servers, IT Management, Enterprise Architecture, VMware ESX, Management, Infrastructure, System Deployment, SDLC, System Administration, IT Service Management, Security, Risk Management, Incident Management, Integration, Business Analysis, Project Portfolio..., Storage, Information Technology, Governance, Customer Service, Budgets, Virtualization, IT Operations, Strategy, Linux, PMO, Cloud Computing, Service Delivery, Solution Architecture, PMP
Education
Pace University
MS
Rutgers University-New Brunswick
BA
Terry Connelly's Salomon Brothers Experience 1977 - 1995
Job Board Member at Public Religion Research Institute
Industry Education Management
Experience
Public Religion Research Institute 2014 - Present
Aspiranet, September 2011 - Present
The Huffington Post 2011 - Present
Golden Gate University April 2004 - Present
Ageno School of Business, Golden Gate University April 2004 - June 2011
Ernst & Young Australia 1999 - 2002
Cowen & Company 1995 - 1999
Salomon Brothers 1977 - 1995
Cravath, Swaine & Moore 1968 - 1977
Skills
Higher Education, Curriculum Development, Writing, Student Affairs, Career Counseling, Fundraising, Nonprofits, Blogging, Staff Development, Media Relations, Career Development, Research, Academic Advising, Strategy, Strategic Planning, Investment Banking, E-Learning, Public Policy, Turn Around Management, Higher Education..., Distance Learning, Instructional Design, Curriculum Design, Leadership, Management, Economics, Program Development, Student Development, Grant Writing, Qualitative Research, Program Evaluation, Leadership Development
Education
New York University School of Law 1965 — 1968
JD
The Catholic University of America 1961 — 1965
BA
Pius X High School 1958 — 1961
high school diploma
Public Religion Research Institute 2014 - Present
Aspiranet, September 2011 - Present
The Huffington Post 2011 - Present
Golden Gate University April 2004 - Present
Ageno School of Business, Golden Gate University April 2004 - June 2011
Ernst & Young Australia 1999 - 2002
Cowen & Company 1995 - 1999
Salomon Brothers 1977 - 1995
Cravath, Swaine & Moore 1968 - 1977
Skills
Higher Education, Curriculum Development, Writing, Student Affairs, Career Counseling, Fundraising, Nonprofits, Blogging, Staff Development, Media Relations, Career Development, Research, Academic Advising, Strategy, Strategic Planning, Investment Banking, E-Learning, Public Policy, Turn Around Management, Higher Education..., Distance Learning, Instructional Design, Curriculum Design, Leadership, Management, Economics, Program Development, Student Development, Grant Writing, Qualitative Research, Program Evaluation, Leadership Development
Education
New York University School of Law 1965 — 1968
JD
The Catholic University of America 1961 — 1965
BA
Pius X High School 1958 — 1961
high school diploma
John Trach's Salomon Brothers Experience December 1988 - June 1993
Job Experienced securities industry professional
Industry Investment Banking
Experience
Citi March 2012 - June 2013
RBC Capital Markets December 2010 - September 2011
Credit Suisse July 1993 - October 2010
Credit Suisse July 1993 - October 2010
Credit Suisse July 1993 - October 2010
Credit Suisse July 1993 - October 2010
Credit Suisse July 1993 - October 2010
Salomon Brothers December 1988 - June 1993
Salomon Brothers December 1988 - June 1993
Irving Bank Corporation March 1986 - December 1988
Skills
Equities, Trading, Trading Systems, Electronic Trading, Middle Office, Series 7, Securities, Equity Trading, Capital Markets, Prime Brokerage, Risk Management, Financial Markets, Smart Order Routing, Order Management, Business Analysis
Education
Pace University - Lubin School of Business 1989 — 1992
Master of Business Administration, Investment and Portfolio Management
The Pennsylvania State University - The Smeal College of Business 1981 — 1985
Bachelor of Science, Finance
Universite De Nice 1984 — 1984
International Study Program, Business Administration
Citi March 2012 - June 2013
RBC Capital Markets December 2010 - September 2011
Credit Suisse July 1993 - October 2010
Credit Suisse July 1993 - October 2010
Credit Suisse July 1993 - October 2010
Credit Suisse July 1993 - October 2010
Credit Suisse July 1993 - October 2010
Salomon Brothers December 1988 - June 1993
Salomon Brothers December 1988 - June 1993
Irving Bank Corporation March 1986 - December 1988
Skills
Equities, Trading, Trading Systems, Electronic Trading, Middle Office, Series 7, Securities, Equity Trading, Capital Markets, Prime Brokerage, Risk Management, Financial Markets, Smart Order Routing, Order Management, Business Analysis
Education
Pace University - Lubin School of Business 1989 — 1992
Master of Business Administration, Investment and Portfolio Management
The Pennsylvania State University - The Smeal College of Business 1981 — 1985
Bachelor of Science, Finance
Universite De Nice 1984 — 1984
International Study Program, Business Administration
Elizabeth Tompkins's Salomon Brothers Experience 1983 - 1999
Job Assistant Professor/Reader Services Librarian at Kingsborough Community College
Industry Higher Education
Experience
Kingsborough Community College May 2004 - Present
Citi January 2000 - May 2004
New York Public Library May 1999 - January 2000
Salomon Brothers 1983 - 1999
Skills
Teaching, Higher Education, Curriculum Design, Research, Information Literacy, University Teaching, Student Affairs, Library, Student Development, Staff Development
Education
Pratt Institute 1996 — 1998
M.L.S., Library Science
Pace University
M.S., Accounting
Syracuse University
B.S., Communications
Kingsborough Community College May 2004 - Present
Citi January 2000 - May 2004
New York Public Library May 1999 - January 2000
Salomon Brothers 1983 - 1999
Skills
Teaching, Higher Education, Curriculum Design, Research, Information Literacy, University Teaching, Student Affairs, Library, Student Development, Staff Development
Education
Pratt Institute 1996 — 1998
M.L.S., Library Science
Pace University
M.S., Accounting
Syracuse University
B.S., Communications
Lorraine Twomley's Salomon Brothers Experience 1986 - 1994
Job Director, Human Resources at Societe Generale
Industry Investment Banking
Experience
Societe Generale Director Information TechnologySociete Generale2001 - 2006
JP Morgan 1994 - 2000
Salomon Brothers 1986 - 1994
Skills
Talent Management, Human Resources, Investment Banking, Deferred Compensation, Succession Planning
Education
New York University 1979 — 1983
Societe Generale Director Information TechnologySociete Generale2001 - 2006
JP Morgan 1994 - 2000
Salomon Brothers 1986 - 1994
Skills
Talent Management, Human Resources, Investment Banking, Deferred Compensation, Succession Planning
Education
New York University 1979 — 1983
Deb Sorbo's Salomon Brothers Experience January 1985 - June 1997
Job Senior Loan Originator at REMN
Industry Financial Services
Experience
Real Estate Mortgage Network September 2013 - Present
American Financial Resources Inc. August 2012 - Present
First Boston Corporation January 1985 - Present
Salomon Brothers January 1985 - June 1997
Skills
Investments, Strategic Financial..., Financial Analysis, Wealth Management, Credit, Mortgage Lending, Loans, VA loans, FHA, FNMA, Residential Mortgages, FHLMC, Loan Origination, Mortgage Banking, Investment Banking, Consumer Lending, USDA, Sales, Mortgage Underwriting
Education
Pace University - Lubin School of Business
M.B.A., Finance, General
State University of New York College at Oneonta
Business/Managerial Economics
Real Estate Mortgage Network September 2013 - Present
American Financial Resources Inc. August 2012 - Present
First Boston Corporation January 1985 - Present
Salomon Brothers January 1985 - June 1997
Skills
Investments, Strategic Financial..., Financial Analysis, Wealth Management, Credit, Mortgage Lending, Loans, VA loans, FHA, FNMA, Residential Mortgages, FHLMC, Loan Origination, Mortgage Banking, Investment Banking, Consumer Lending, USDA, Sales, Mortgage Underwriting
Education
Pace University - Lubin School of Business
M.B.A., Finance, General
State University of New York College at Oneonta
Business/Managerial Economics
Brian Black's Salomon Brothers Experience August 1995 - August 1997
Job Managing Director at LAMB Partners
Industry Investment Management
Experience
LAMB Partners August 2001 - Present
Duke Management Company (DUMAC) August 1997 - August 1999
Salomon Brothers August 1995 - August 1997
Skills
Asset Management, Equities, Hedge Funds, Fixed Income, Capital Markets, Emerging Markets, Bonds, Investment Banking, Securities
Education
Northwestern University - Kellogg School of Management 1999 — 2001
Master of Business Administration (MBA), Finance, General
University of Virginia 1991 — 1995
Bachelor of Science (B.S.), Commerce
LAMB Partners August 2001 - Present
Duke Management Company (DUMAC) August 1997 - August 1999
Salomon Brothers August 1995 - August 1997
Skills
Asset Management, Equities, Hedge Funds, Fixed Income, Capital Markets, Emerging Markets, Bonds, Investment Banking, Securities
Education
Northwestern University - Kellogg School of Management 1999 — 2001
Master of Business Administration (MBA), Finance, General
University of Virginia 1991 — 1995
Bachelor of Science (B.S.), Commerce
John Rydle's Salomon Brothers Experience December 1983 - August 1987
Job SVP at Public Finance Associates, Inc.
Industry Investment Banking
Experience
Public Finance Assoc. December 1999 - Present
J A Jones December 1994 - December 1999
National Development Corporation 1988 - 1990
Salomon Brothers December 1983 - August 1987
Education
Penn State University 1981 — 1983
MBA, real estate finance concentration
University of Notre Dame 1974 — 1979
bach. of architecture
Public Finance Assoc. December 1999 - Present
J A Jones December 1994 - December 1999
National Development Corporation 1988 - 1990
Salomon Brothers December 1983 - August 1987
Education
Penn State University 1981 — 1983
MBA, real estate finance concentration
University of Notre Dame 1974 — 1979
bach. of architecture
Ken McGee's Salomon Brothers Experience July 1987 - July 1989
Job VP and Gartner Fellow at Gartner Inc
Industry Information Technology and Services
Experience
Gartner Inc September 1989 - Present
Salomon Brothers July 1987 - July 1989
Salomon Brothers September 1985 - January 1987
Education
New York University - Polytechnic School of Engineering
Gartner Inc September 1989 - Present
Salomon Brothers July 1987 - July 1989
Salomon Brothers September 1985 - January 1987
Education
New York University - Polytechnic School of Engineering
Andy Cowherd's Salomon Brothers Experience 1977 - 1991
Job Managing Director at England & Company
Industry Financial Services
Experience
England & Company April 2015 - Present
Mesirow Financial 2012 - March 2015
Peter J. Solomon Company 2005 - 2011
Atlantic Medical Capital 1993 - 2004
Bankers Trust 1991 - 1992
Salomon Brothers 1977 - 1991
Skills
Private Equity, Mergers, Investment Banking, Valuation, Corporate Development, M&A experience, Finance, Mergers & Acquisitions, Strategy, Investments, Hedge Funds, Acquisition Integration, Corporate Finance, Executive Management, Portfolio Management, Financial Modeling, Financial Services, Due Diligence, Capital Markets, Equities, Start-ups, Management, Business Development, Business Strategy, Emerging Markets, Venture Capital, LBO, Investor Relations, Entrepreneurship, Management Consulting, Financial Analysis, Private Placements, Asset Management, Capital, Restructuring
Education
Stanford University Graduate School of Business
MBA
Princeton University
AB
Pembroke Country Day School
England & Company April 2015 - Present
Mesirow Financial 2012 - March 2015
Peter J. Solomon Company 2005 - 2011
Atlantic Medical Capital 1993 - 2004
Bankers Trust 1991 - 1992
Salomon Brothers 1977 - 1991
Skills
Private Equity, Mergers, Investment Banking, Valuation, Corporate Development, M&A experience, Finance, Mergers & Acquisitions, Strategy, Investments, Hedge Funds, Acquisition Integration, Corporate Finance, Executive Management, Portfolio Management, Financial Modeling, Financial Services, Due Diligence, Capital Markets, Equities, Start-ups, Management, Business Development, Business Strategy, Emerging Markets, Venture Capital, LBO, Investor Relations, Entrepreneurship, Management Consulting, Financial Analysis, Private Placements, Asset Management, Capital, Restructuring
Education
Stanford University Graduate School of Business
MBA
Princeton University
AB
Pembroke Country Day School
Keith D. Brickman's Salomon Brothers Experience January 1988 - January 1990
Job Managing Member and Portfolio Manager, Malden Capital Management
Industry Financial Services
Experience
Malden Capital Management November 2013 - Present
DeMatteo Monness LLC January 2010 - November 2013
Merrill Lynch January 2006 - January 2009
Ramius LLC January 2003 - January 2006
GLG Partners January 2002 - January 2003
Morgan Stanley January 1990 - January 2002
Salomon Brothers January 1988 - January 1990
Prudential Securities 1984 - 1988
Skills
Equities, Investments, Series 7, Investment Banking, Capital Markets, Hedge Funds, Alternative Investments, Wealth Management, Portfolio Management, Asset Management, Derivatives, Private Equity, Valuation, Securities, Trading, Fixed Income, Bloomberg
Education
Northeastern University 1979 — 1983
Bachelor of Science, Economics
Malden Capital Management November 2013 - Present
DeMatteo Monness LLC January 2010 - November 2013
Merrill Lynch January 2006 - January 2009
Ramius LLC January 2003 - January 2006
GLG Partners January 2002 - January 2003
Morgan Stanley January 1990 - January 2002
Salomon Brothers January 1988 - January 1990
Prudential Securities 1984 - 1988
Skills
Equities, Investments, Series 7, Investment Banking, Capital Markets, Hedge Funds, Alternative Investments, Wealth Management, Portfolio Management, Asset Management, Derivatives, Private Equity, Valuation, Securities, Trading, Fixed Income, Bloomberg
Education
Northeastern University 1979 — 1983
Bachelor of Science, Economics
Michael Hargrove's Salomon Brothers Experience 1993 - 1995
Job Vice President in Global Financial Services at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank 2013 - Present
Goldman Sachs 1997 - 2013
Salomon Brothers 1993 - 1995
Skills
Derivatives, Prime Brokerage, Capital Markets, Financial Analysis, Securities, Operations Management, Financial Services, Middle Office, Fixed Income, Equities, Risk Management, Hedge Funds, Options, Operational Risk, Operational Risk..., Relationship Management, Mutual Funds, Financial Risk, FINRA, AML, Alternative Investments, Leadership, Settlement
Education
Niagara University 1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General
La Salle Academy 1985 — 1989
Deutsche Bank 2013 - Present
Goldman Sachs 1997 - 2013
Salomon Brothers 1993 - 1995
Skills
Derivatives, Prime Brokerage, Capital Markets, Financial Analysis, Securities, Operations Management, Financial Services, Middle Office, Fixed Income, Equities, Risk Management, Hedge Funds, Options, Operational Risk, Operational Risk..., Relationship Management, Mutual Funds, Financial Risk, FINRA, AML, Alternative Investments, Leadership, Settlement
Education
Niagara University 1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General
La Salle Academy 1985 — 1989
Vladimir Roytman's Salomon Brothers Experience 1994 - 1998
Job Vice President at Citigroup
Industry Investment Banking
Experience
Citi April 2014 - Present
Goldman Sachs March 2011 - April 2014
Bank of America Merrill Lynch March 2005 - March 2011
Deutsche Bank 1998 - 2005
Salomon Brothers 1994 - 1998
Systems Strategies 1990 - 1994
Dialogue Inc. 1984 - 1990
Skills
Sybase, Fixed Income, Oracle, C++, Java, Credit Derivatives, Solaris, Trading Systems, Fixed Income Products, Unix, XML, C, SQL, P&L Analysis, SDLC, Market Risk, Swaps, Investment Banking, Capital Markets, Derivatives, Agile Methodologies, Risk Management, Financial Risk, Trading, Valuation
Education
New York University 1984 — 1987
M.S, Computer Science
New York University 1980 — 1984
BA, Computer Science, Mathematics
Citi April 2014 - Present
Goldman Sachs March 2011 - April 2014
Bank of America Merrill Lynch March 2005 - March 2011
Deutsche Bank 1998 - 2005
Salomon Brothers 1994 - 1998
Systems Strategies 1990 - 1994
Dialogue Inc. 1984 - 1990
Skills
Sybase, Fixed Income, Oracle, C++, Java, Credit Derivatives, Solaris, Trading Systems, Fixed Income Products, Unix, XML, C, SQL, P&L Analysis, SDLC, Market Risk, Swaps, Investment Banking, Capital Markets, Derivatives, Agile Methodologies, Risk Management, Financial Risk, Trading, Valuation
Education
New York University 1984 — 1987
M.S, Computer Science
New York University 1980 — 1984
BA, Computer Science, Mathematics
Steven M. Jones's Salomon Brothers Experience November 1989 - June 1992
Job Owner & Principal at Greenwich Home Construction & Remodeling Inc.
Industry Construction
Experience
Greenwich Home Construction & Remodeling Inc. January 2011 - Present
The Federal Reserve Bank of Boston December 2009 - January 2011
Countrywide Securities Corporation August 1999 - November 2007
Dresdner Kleinwort May 1995 - August 1999
Lehman Brothers June 1992 - May 1995
Salomon Brothers November 1989 - June 1992
Skills
Securities, Capital Markets, Risk Management, Fixed Income, Financial Analysis, Financial Modeling, Credit, Risk, Real Estate, Investments, Financial Management, Excel, Derivatives, Bloomberg, Executive Management, Negotiation, Word, Mentoring, Forecasting, Due Diligence, Product Development, Team Building, Business Strategy, Banking, Finance, Financial Risk, Hedge Funds, Managerial Finance, Portfolio Management
Education
Pace University - Lubin School of Business 1988 — 1989
MBA, Finance
State University of New York College at Geneseo 1984 — 1988
BS, Management Science
Greenwich Home Construction & Remodeling Inc. January 2011 - Present
The Federal Reserve Bank of Boston December 2009 - January 2011
Countrywide Securities Corporation August 1999 - November 2007
Dresdner Kleinwort May 1995 - August 1999
Lehman Brothers June 1992 - May 1995
Salomon Brothers November 1989 - June 1992
Skills
Securities, Capital Markets, Risk Management, Fixed Income, Financial Analysis, Financial Modeling, Credit, Risk, Real Estate, Investments, Financial Management, Excel, Derivatives, Bloomberg, Executive Management, Negotiation, Word, Mentoring, Forecasting, Due Diligence, Product Development, Team Building, Business Strategy, Banking, Finance, Financial Risk, Hedge Funds, Managerial Finance, Portfolio Management
Education
Pace University - Lubin School of Business 1988 — 1989
MBA, Finance
State University of New York College at Geneseo 1984 — 1988
BS, Management Science
Cory J. Perkins's Salomon Brothers Experience 1992 - 1994
Job Founder & CEO of GiftFly LLC
Industry Financial Services
Experience
Giftfly LLC July 2011 - Present
Iactivecard LLC 2006 - Present
Serious USA, Inc. 2005 - 2006
GetAsia LLC 2001 - 2004
Donaldson, Lufkin & Jenrette 1998 - 2000
UBS Investment Bank 1995 - 1998
Salomon Brothers 1992 - 1994
Skills
Payments, Business Strategy, Business Development, Strategic Partnerships, Financial Institutions, Marketing Strategy, Product Management, Strategy, Start-ups, Mobile Payments, E-commerce, New Business Development
Education
Oregon State University 1986 — 1990
BS, Finance & Economics
Giftfly LLC July 2011 - Present
Iactivecard LLC 2006 - Present
Serious USA, Inc. 2005 - 2006
GetAsia LLC 2001 - 2004
Donaldson, Lufkin & Jenrette 1998 - 2000
UBS Investment Bank 1995 - 1998
Salomon Brothers 1992 - 1994
Skills
Payments, Business Strategy, Business Development, Strategic Partnerships, Financial Institutions, Marketing Strategy, Product Management, Strategy, Start-ups, Mobile Payments, E-commerce, New Business Development
Education
Oregon State University 1986 — 1990
BS, Finance & Economics
Gibbin Chung's Salomon Brothers Experience 1996 - 1998
Job VP at Citigroup
Industry Financial Services
Experience
Citigroup 1996 - Present
Salomon Brothers 1996 - 1998
DTI Consulting Inc 1988 - 1996
Education
New York University - Polytechnic School of Engineering 1984 — 1988
Brooklyn Technical High School 1982 — 1984
Regents Diploma, Electrical and Electronics Engineering, A
Citigroup 1996 - Present
Salomon Brothers 1996 - 1998
DTI Consulting Inc 1988 - 1996
Education
New York University - Polytechnic School of Engineering 1984 — 1988
Brooklyn Technical High School 1982 — 1984
Regents Diploma, Electrical and Electronics Engineering, A
Tracey Benford's Salomon Brothers Experience 1991 - 1993
Job Partner at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs 1995 - Present
Year Up 2010 - 2014
Year Up 2010 - 2014
Salomon Brothers 1991 - 1993
Skills
Financial Modeling, Financial Analysis, New Business Development, Strategic Planning, Marketing Strategy, Equities, Investment Banking, Securities, Valuation, Capital Markets, Derivatives, Private Equity, Hedge Funds, Investments, Corporate Finance, Equity Research, Portfolio Management, Options, Bloomberg, Asset Managment, Fixed Income, Emerging Markets, Alternative Investments, Structured Products
Education
Stanford Graduate School of Business 1993 — 1995
Master of Business Administration (MBA)
Northwestern University 1987 — 1991
Bachelor of Science (BS), Mathematical Methods and Economics
Goldman Sachs 1995 - Present
Year Up 2010 - 2014
Year Up 2010 - 2014
Salomon Brothers 1991 - 1993
Skills
Financial Modeling, Financial Analysis, New Business Development, Strategic Planning, Marketing Strategy, Equities, Investment Banking, Securities, Valuation, Capital Markets, Derivatives, Private Equity, Hedge Funds, Investments, Corporate Finance, Equity Research, Portfolio Management, Options, Bloomberg, Asset Managment, Fixed Income, Emerging Markets, Alternative Investments, Structured Products
Education
Stanford Graduate School of Business 1993 — 1995
Master of Business Administration (MBA)
Northwestern University 1987 — 1991
Bachelor of Science (BS), Mathematical Methods and Economics
Rose Herschman's Salomon Brothers Experience 1989 - 1993
Job Independent Information Services Professional
Industry Information Technology and Services
Experience
Conte Service Corp May 1994 - Present
Barclays Capital September 1998 - May 2001
Credit Suisse First Boston 1994 - 1998
Salomon Inc. June 1989 - November 1993
Salomon Brothers 1989 - 1993
Lehman Brothers June 1988 - July 1989
The Ogilvy Group June 1985 - July 1988
Education
Pace University 1982 — 1985
Conte Service Corp May 1994 - Present
Barclays Capital September 1998 - May 2001
Credit Suisse First Boston 1994 - 1998
Salomon Inc. June 1989 - November 1993
Salomon Brothers 1989 - 1993
Lehman Brothers June 1988 - July 1989
The Ogilvy Group June 1985 - July 1988
Education
Pace University 1982 — 1985
Axel Vischer's Salomon Brothers Experience September 1997 - September 1998
Job vice President Market Development
Industry Financial Services
Experience
Eurex November 2003 - Present
Equity Futures and Options Trading GmbH October 1998 - September 2003
Salomon Brothers September 1997 - September 1998
Skills
Electronic Trading, Trading Systems, Market Data, Financial Markets, Options, Derivatives
Education
Oregon State University 1988 — 1992
Ph.D., Theoretical Nuclear Physics
Eurex November 2003 - Present
Equity Futures and Options Trading GmbH October 1998 - September 2003
Salomon Brothers September 1997 - September 1998
Skills
Electronic Trading, Trading Systems, Market Data, Financial Markets, Options, Derivatives
Education
Oregon State University 1988 — 1992
Ph.D., Theoretical Nuclear Physics
William Branagh's Salomon Brothers Experience 1993 - 2001
Job Director at Napier Park Global Capital
Industry Investment Banking
Experience
Napier Park Global Capital March 2013 - Present
Citi Alternative Investments April 2008 - March 2013
Bank of America April 2001 - April 2008
Salomon Brothers 1993 - 2001
Skills
Fixed Income, Derivatives, Hedge Funds, Risk Management, Credit Derivatives, Asset Management, Financial Services, Structured Products, Alternative Investments, Middle Office, Securitization, Interest Rate..., Bloomberg, Bonds, Capital Markets
Education
Pace University 1988 — 1992
BS, Public Accounting
Napier Park Global Capital March 2013 - Present
Citi Alternative Investments April 2008 - March 2013
Bank of America April 2001 - April 2008
Salomon Brothers 1993 - 2001
Skills
Fixed Income, Derivatives, Hedge Funds, Risk Management, Credit Derivatives, Asset Management, Financial Services, Structured Products, Alternative Investments, Middle Office, Securitization, Interest Rate..., Bloomberg, Bonds, Capital Markets
Education
Pace University 1988 — 1992
BS, Public Accounting
Pablo Porter's Salomon Brothers Experience 1969 - 1999
Job Vice President at Countrywide Securities Corp
Industry Financial Services
Experience
Countrywide Securities Corp Vice President-OperationsCountrywide Capital Markets2002 - Present
Countrywide Financial Corporation 2002 - Present
Countrywide 2002 - Present
Salomon Brothers 1969 - 1999
Education
Pace University
Countrywide Securities Corp Vice President-OperationsCountrywide Capital Markets2002 - Present
Countrywide Financial Corporation 2002 - Present
Countrywide 2002 - Present
Salomon Brothers 1969 - 1999
Education
Pace University
Edward Nicoll's Salomon Brothers Experience January 1993 - January 1998
Job Trader / Portfolio Manager at Quantitative Model Strategy Manager
Industry Investment Management
Experience
Private Quantitative Strategy Manager August 2010 - Present
DC Trading Partners, LLC2008-2009 April 2008 - October 2009
Steinberg Asset Management July 2006 - August 2007
Osprey Partners Investment Management, LLC January 1998 - January 2006
Osprey Partners Investment Management 1998 - 2006
Salomon Brothers January 1993 - January 1998
Skills
Portfolio Management, Equities, Bloomberg, Investments, Hedge Funds
Education
Pennsylvania State University, State 1987 — 1993
BA, Economics
Penn State University 1987 — 1991
BA, Economics
Penn State University
Private Quantitative Strategy Manager August 2010 - Present
DC Trading Partners, LLC2008-2009 April 2008 - October 2009
Steinberg Asset Management July 2006 - August 2007
Osprey Partners Investment Management, LLC January 1998 - January 2006
Osprey Partners Investment Management 1998 - 2006
Salomon Brothers January 1993 - January 1998
Skills
Portfolio Management, Equities, Bloomberg, Investments, Hedge Funds
Education
Pennsylvania State University, State 1987 — 1993
BA, Economics
Penn State University 1987 — 1991
BA, Economics
Penn State University
Jesse Carliner's Salomon Brothers Experience September 1987 - July 1996
Job Computer Software Professional
Industry Computer Software
Experience
Ciber June 1996 - January 2002
SG Cowen 1997 - 2001
Salomon Brothers September 1987 - July 1996
Citibank September 1987 - July 1996
The Chase Manhattan Bank September 1979 - September 1979
Education
Pace University
MBA, Computer Science and Information Systems
Rider University 1970 — 1975
Ciber June 1996 - January 2002
SG Cowen 1997 - 2001
Salomon Brothers September 1987 - July 1996
Citibank September 1987 - July 1996
The Chase Manhattan Bank September 1979 - September 1979
Education
Pace University
MBA, Computer Science and Information Systems
Rider University 1970 — 1975
Sal Parascandola's Salomon Brothers Experience April 1995 - December 1997
Job Managing Director at BlackRock
Industry Investment Management
Experience
BlackRock March 2005 - Present
Credit Suisse November 2000 - February 2005
Donaldson, Lufkin & Jenrette September 1998 - October 2000
Salomon Smith Barney December 1997 - August 1998
Salomon Brothers April 1995 - December 1997
Swiss Bank Corp October 1992 - March 1995
HSBC December 1991 - October 1992
Marine Midland Bank January 1990 - November 1991
Bank of America November 1987 - January 1990
Merrill Lynch August 1980 - November 1987
Skills
Fixed Income, Derivatives, Asset Managment, Alternative Investments, Hedge Funds, Capital Markets
Education
Pace University - Lubin School of Business 1982 — 1984
MBA, Finance
St. Francis College 1977 — 1981
BS, Management
Brooklyn Technical High School 1973 — 1977
BlackRock March 2005 - Present
Credit Suisse November 2000 - February 2005
Donaldson, Lufkin & Jenrette September 1998 - October 2000
Salomon Smith Barney December 1997 - August 1998
Salomon Brothers April 1995 - December 1997
Swiss Bank Corp October 1992 - March 1995
HSBC December 1991 - October 1992
Marine Midland Bank January 1990 - November 1991
Bank of America November 1987 - January 1990
Merrill Lynch August 1980 - November 1987
Skills
Fixed Income, Derivatives, Asset Managment, Alternative Investments, Hedge Funds, Capital Markets
Education
Pace University - Lubin School of Business 1982 — 1984
MBA, Finance
St. Francis College 1977 — 1981
BS, Management
Brooklyn Technical High School 1973 — 1977
Peter Lippa's Salomon Brothers Experience 1990 - 1994
Job Sr. IT Consultant Infrastructure Program Manager
Industry Pharmaceuticals
Experience
Bank of America December 2011 - Present
J.P. Morgan Chase May 2010 - Present
Horizon Blue Cross Blue Shield of NJ February 2007 - August 2007
Horizon Blue Cross Blue Shield 2007 - 2007
Pearson Custom Publishing October 2004 - June 2006
NOVARTIS PHARMACEUTICALS TECHNOLOGY DEPARTMENT May 2002 - July 2004
Morgan Stanley 1994 - 2002
Morgan Stanley 1994 - 2002
Morgan Stanley 1994 - 2002
Salomon Brothers 1990 - 1994
Skills
PMO, SDLC, Process Development, Vendor Management, PMP, Disaster Recovery, Project Portfolio..., Project Delivery, Waterfall, Program Management, Stakeholder Management, Agile, Software Project..., Resource Management, Application Development, Business Analysis, Agile Project Management, PMI, MS Project, Requirements Gathering, Project Planning, CMM, Business Requirements, Risk Management, Enterprise Architecture, Process Engineering, RUP, Risk Mitigation, Visio, Requirements Analysis, IT Strategy, Clarity, PMBOK, Process Improvement, ITIL, Business Process, Gap Analysis, IT Management, Data Warehousing, SharePoint, Integration, Project Implementation, Change Management, Outsourcing, Team Building, Documentation, RFP
Education
New York University - Polytechnic School of Engineering 1978 — 1979
M.Sc., Computer Science
New York University - Polytechnic School of Engineering 1976 — 1978
B.Sc., ELECTRICAL POWER ENGINEERING
"ORT" SYNGALOWSKY 1966 — 1972
PRACTICAL ENGINEER, ELECTRICAL POWER ENGINEERING
Bank of America December 2011 - Present
J.P. Morgan Chase May 2010 - Present
Horizon Blue Cross Blue Shield of NJ February 2007 - August 2007
Horizon Blue Cross Blue Shield 2007 - 2007
Pearson Custom Publishing October 2004 - June 2006
NOVARTIS PHARMACEUTICALS TECHNOLOGY DEPARTMENT May 2002 - July 2004
Morgan Stanley 1994 - 2002
Morgan Stanley 1994 - 2002
Morgan Stanley 1994 - 2002
Salomon Brothers 1990 - 1994
Skills
PMO, SDLC, Process Development, Vendor Management, PMP, Disaster Recovery, Project Portfolio..., Project Delivery, Waterfall, Program Management, Stakeholder Management, Agile, Software Project..., Resource Management, Application Development, Business Analysis, Agile Project Management, PMI, MS Project, Requirements Gathering, Project Planning, CMM, Business Requirements, Risk Management, Enterprise Architecture, Process Engineering, RUP, Risk Mitigation, Visio, Requirements Analysis, IT Strategy, Clarity, PMBOK, Process Improvement, ITIL, Business Process, Gap Analysis, IT Management, Data Warehousing, SharePoint, Integration, Project Implementation, Change Management, Outsourcing, Team Building, Documentation, RFP
Education
New York University - Polytechnic School of Engineering 1978 — 1979
M.Sc., Computer Science
New York University - Polytechnic School of Engineering 1976 — 1978
B.Sc., ELECTRICAL POWER ENGINEERING
"ORT" SYNGALOWSKY 1966 — 1972
PRACTICAL ENGINEER, ELECTRICAL POWER ENGINEERING
Frank Barone's Salomon Brothers Experience July 1994 - June 1998
Job VP, Planning & Analysis, Citi
Industry Financial Services
Experience
Citi May 2014 - Present
ByDesign Technologies April 2013 - May 2014
ByDesign Technologies June 2010 - April 2013
ByDesign Technologies August 2009 - June 2010
GunnAllen Financial September 2008 - November 2009
AXA Advisors June 2003 - September 2008
Citi July 2001 - May 2003
Citi July 1998 - July 2001
Salomon Brothers July 1994 - June 1998
Skills
Account Management, Business Analysis, CRM, Customer Service, Direct Sales, Sales, Process Improvement, Project Management, New Business Development, Solution Selling, Business Intelligence, Software Project..., Change Management, Vendor Management, Requirements Analysis, Integration, Strategy, Team Leadership, Management
Education
University of South Florida 1990 — 1993
Bachelor of Applied Science (BASc), Marketing
Pace University - Lubin School of Business 1987 — 1990
Accounting and Finance
Xaverian High School 1982 — 1986
Good Shepherd
Citi May 2014 - Present
ByDesign Technologies April 2013 - May 2014
ByDesign Technologies June 2010 - April 2013
ByDesign Technologies August 2009 - June 2010
GunnAllen Financial September 2008 - November 2009
AXA Advisors June 2003 - September 2008
Citi July 2001 - May 2003
Citi July 1998 - July 2001
Salomon Brothers July 1994 - June 1998
Skills
Account Management, Business Analysis, CRM, Customer Service, Direct Sales, Sales, Process Improvement, Project Management, New Business Development, Solution Selling, Business Intelligence, Software Project..., Change Management, Vendor Management, Requirements Analysis, Integration, Strategy, Team Leadership, Management
Education
University of South Florida 1990 — 1993
Bachelor of Applied Science (BASc), Marketing
Pace University - Lubin School of Business 1987 — 1990
Accounting and Finance
Xaverian High School 1982 — 1986
Good Shepherd
Don Krute's Salomon Brothers Experience 1991 - 1995
Job #
Industry Information Technology and Services
Experience
Bank of Tokyo-Mitsubishi UFJ June 2013 - Present
Johnson & Johnson October 2012 - February 2013
Bank of America August 2010 - March 2012
Royal Communications Consulting 2010 - 2010
Bear Stearns October 2002 - December 2008
Merrill Lynch 1998 - 2001
Oppenheimer & Co. 1995 - 1997
Salomon Brothers 1991 - 1995
MPL 1988 - 1990
Skills
Vendor Management, Six Sigma, Technology Management, Data Center, Market Data, SDLC, PMO, PMP, Trading Systems, IT Strategy, IT Management, Outsourcing, Project Management, Disaster Recovery, Infrastructure, Software Documentation, Telecommunications, Servers, Software Development, Troubleshooting, Networking, Management, Integration, ITIL, Project Portfolio..., Visio, System Deployment, IT Service Management, IT Operations, Information Technology, WAN, Business Continuity, Project Delivery, Solution Architecture, Business Analysis, Requirements Analysis, SharePoint, Software Project..., Service Delivery, Security, Program Management, Wireless, Hardware
Education
Pace University
MS, CS
Bank of Tokyo-Mitsubishi UFJ June 2013 - Present
Johnson & Johnson October 2012 - February 2013
Bank of America August 2010 - March 2012
Royal Communications Consulting 2010 - 2010
Bear Stearns October 2002 - December 2008
Merrill Lynch 1998 - 2001
Oppenheimer & Co. 1995 - 1997
Salomon Brothers 1991 - 1995
MPL 1988 - 1990
Skills
Vendor Management, Six Sigma, Technology Management, Data Center, Market Data, SDLC, PMO, PMP, Trading Systems, IT Strategy, IT Management, Outsourcing, Project Management, Disaster Recovery, Infrastructure, Software Documentation, Telecommunications, Servers, Software Development, Troubleshooting, Networking, Management, Integration, ITIL, Project Portfolio..., Visio, System Deployment, IT Service Management, IT Operations, Information Technology, WAN, Business Continuity, Project Delivery, Solution Architecture, Business Analysis, Requirements Analysis, SharePoint, Software Project..., Service Delivery, Security, Program Management, Wireless, Hardware
Education
Pace University
MS, CS
Richard Mahee's Salomon Brothers Experience 1985 - 1998
Job RETIRED
Industry Higher Education
Experience
RETIRED June 2013 - Present
Delaware State University January 2007 - June 2013
Salomon Brothers 1985 - 1998
Salomon Smith Barney 1985 - 1998
Skills
Public Speaking, Leadership, Strategic Planning, Higher Education, University Teaching, Teaching, Academic Advising, Data Analysis, E-Learning, Microsoft Office, Microsoft Word, Program Management, Leadership Development, Research, Program Development, Curriculum Development, Microsoft Excel, Access, Student Development, Analysis, College Teaching, Project Management, Fundraising, Curriculum Design, PowerPoint, Staff Development, Student Affairs, Event Planning, Management, Qualitative Research, Adult Education, Customer Service, Organizational..., Nonprofits, Business Analysis
Education
Pace University - Lubin School of Business 1994 — 2005
Doctorate, Management / Information Systems
RETIRED June 2013 - Present
Delaware State University January 2007 - June 2013
Salomon Brothers 1985 - 1998
Salomon Smith Barney 1985 - 1998
Skills
Public Speaking, Leadership, Strategic Planning, Higher Education, University Teaching, Teaching, Academic Advising, Data Analysis, E-Learning, Microsoft Office, Microsoft Word, Program Management, Leadership Development, Research, Program Development, Curriculum Development, Microsoft Excel, Access, Student Development, Analysis, College Teaching, Project Management, Fundraising, Curriculum Design, PowerPoint, Staff Development, Student Affairs, Event Planning, Management, Qualitative Research, Adult Education, Customer Service, Organizational..., Nonprofits, Business Analysis
Education
Pace University - Lubin School of Business 1994 — 2005
Doctorate, Management / Information Systems
Mark Raffles's Salomon Brothers Experience 1983 - 1990
Job Investor
Industry Investment Management
Experience
Mason Street Advisors 2005 - 2015
Zurich Scudder Investments 1999 - 2002
UBS Investment Bank 1995 - 1999
Salomon Brothers 1983 - 1990
Education
Northwestern University
Master of Business Administration (MBA), marketing/economics
Principia College
Bachelor of Arts (BA), Business/Managerial Economics
Mason Street Advisors 2005 - 2015
Zurich Scudder Investments 1999 - 2002
UBS Investment Bank 1995 - 1999
Salomon Brothers 1983 - 1990
Education
Northwestern University
Master of Business Administration (MBA), marketing/economics
Principia College
Bachelor of Arts (BA), Business/Managerial Economics
Jill Weinstein's Salomon Brothers Experience January 1976 - January 1982
Job Independent Fine Art Professional
Industry Fine Art
Experience
Merrill Lynch January 1982 - January 2008
Salomon Brothers January 1976 - January 1982
Skills
Management, Research, Teaching, Editing, PowerPoint, Marketing, Photography, Social Media, Blogging
Education
MLS Brooklyn College
BA, Art History
Parsons School of Design
SUNY at Albany
School, Information Science
Merrill Lynch January 1982 - January 2008
Salomon Brothers January 1976 - January 1982
Skills
Management, Research, Teaching, Editing, PowerPoint, Marketing, Photography, Social Media, Blogging
Education
MLS Brooklyn College
BA, Art History
Parsons School of Design
SUNY at Albany
School, Information Science
Linda (O'Connor) Kilcommons's Salomon Brothers Experience August 1995 - February 1998
Job Director HRIS and Compensation at Maimonides Medical Center
Industry Insurance
Experience
Maimonides Medical Center April 2012 - Present
PepsiCo April 2011 - March 2012
MetLife November 2010 - April 2011
PineBridge Investments June 2008 - November 2010
Associated Press 1998 - 2008
Salomon Brothers August 1995 - February 1998
Morgan Stanley 1989 - 1995
Pace University 1987 - 1989
Skills
PeopleSoft, Human Resources, HRIS
Education
Pace University 1996 — 1998
M S, Information SYstems
Maimonides Medical Center April 2012 - Present
PepsiCo April 2011 - March 2012
MetLife November 2010 - April 2011
PineBridge Investments June 2008 - November 2010
Associated Press 1998 - 2008
Salomon Brothers August 1995 - February 1998
Morgan Stanley 1989 - 1995
Pace University 1987 - 1989
Skills
PeopleSoft, Human Resources, HRIS
Education
Pace University 1996 — 1998
M S, Information SYstems
Len Rizzuto's Salomon Brothers Experience April 1988 - September 1993
Job Sr.Business Analyst and Financial Services SME
Industry Investment Banking
Experience
Broadridge Financial Solutions 2005 - Present
Commerzbank Capital Markets March 2000 - January 2005
Deutsche Bank Securities June 1994 - June 1999
Multiva Securities Incorporated October 1993 - June 1994
Salomon Brothers April 1988 - September 1993
Drexal Burnham and lambert September 1984 - October 1987
Education
Pace University 1970 — 1974
Business, management
Broadridge Financial Solutions 2005 - Present
Commerzbank Capital Markets March 2000 - January 2005
Deutsche Bank Securities June 1994 - June 1999
Multiva Securities Incorporated October 1993 - June 1994
Salomon Brothers April 1988 - September 1993
Drexal Burnham and lambert September 1984 - October 1987
Education
Pace University 1970 — 1974
Business, management
Thea Kelly's Salomon Brothers Experience 1985 - 1993
Job Accounting Manager, HR Officer, IT Liaison at J.K. Adams Co.
Industry Accounting
Experience
J.K. Adams Co. February 2013 - Present
Dorothea M. Kelly Consulting November 2008 - January 2015
Robert Half Management Resources July 2007 - July 2008
Credit Suisse First Boston October 2005 - July 2007
Lehman Brothers May 2001 - October 2005
JP Morgan May 1993 - September 1997
Salomon Brothers 1985 - 1993
Peat, Marwick, Mitchell & Co. January 1980 - May 1985
Skills
Internal Controls, Risk Management, Operational Risk, FINOP, Financial Reporting, Regulatory Reporting, Corporate Governance, Start-ups, Finance, Financial Analysis, Accounting, Banking, Business Planning, Auditing, Equities, Financial Modeling, Financial Risk, Mergers & Acquisitions, Management, Financial Services, Business Process..., Fixed Income, Management Consulting, Manufacturing, Risk Assessment, Enterprise Risk..., Tax, Asset Management, Valuation, Credit, Due Diligence, Sarbanes-Oxley Act, Change Management, Corporate Finance, Internal Audit, Forecasting, Capital Markets, IT Audit, Restructuring, Options, Investment Banking, Governance, Derivatives, Budgets, Policy, Securities
Education
Pace University - Lubin School of Business 1980 — 1984
BBA, Public Accounting
SUNY Albany
J.K. Adams Co. February 2013 - Present
Dorothea M. Kelly Consulting November 2008 - January 2015
Robert Half Management Resources July 2007 - July 2008
Credit Suisse First Boston October 2005 - July 2007
Lehman Brothers May 2001 - October 2005
JP Morgan May 1993 - September 1997
Salomon Brothers 1985 - 1993
Peat, Marwick, Mitchell & Co. January 1980 - May 1985
Skills
Internal Controls, Risk Management, Operational Risk, FINOP, Financial Reporting, Regulatory Reporting, Corporate Governance, Start-ups, Finance, Financial Analysis, Accounting, Banking, Business Planning, Auditing, Equities, Financial Modeling, Financial Risk, Mergers & Acquisitions, Management, Financial Services, Business Process..., Fixed Income, Management Consulting, Manufacturing, Risk Assessment, Enterprise Risk..., Tax, Asset Management, Valuation, Credit, Due Diligence, Sarbanes-Oxley Act, Change Management, Corporate Finance, Internal Audit, Forecasting, Capital Markets, IT Audit, Restructuring, Options, Investment Banking, Governance, Derivatives, Budgets, Policy, Securities
Education
Pace University - Lubin School of Business 1980 — 1984
BBA, Public Accounting
SUNY Albany
Jonathan Barden's Salomon Brothers Experience 1997 - 1998
Job Portfolio Manager at Panoptic Capital Management
Industry Investment Banking
Experience
Radar Capital Management (formerly Panoptic Capital Management) October 2010 - Present
Citi July 2001 - October 2010
Salomon Smith Barney 1998 - 2001
Salomon Brothers 1997 - 1998
JPMorgan Chase 1996 - 1996
IBM 1992 - 1993
Skills
Risk Management, Equities, Hedge Funds, Fixed Income, Derivatives, Alternative Investments, Bloomberg, Asset Managment, Capital Markets, Portfolio Management, Investments, Equity Derivatives, Series 7, Valuation, Financial Modeling, Equity Research, Trading Systems, Series 63, Fund Of Funds, Financial Markets
Education
University of Wisconsin-Madison 1995 — 1997
MS, Finance
Northwestern University 1991 — 1995
BA, Applied Mathematics, International Studies
Radar Capital Management (formerly Panoptic Capital Management) October 2010 - Present
Citi July 2001 - October 2010
Salomon Smith Barney 1998 - 2001
Salomon Brothers 1997 - 1998
JPMorgan Chase 1996 - 1996
IBM 1992 - 1993
Skills
Risk Management, Equities, Hedge Funds, Fixed Income, Derivatives, Alternative Investments, Bloomberg, Asset Managment, Capital Markets, Portfolio Management, Investments, Equity Derivatives, Series 7, Valuation, Financial Modeling, Equity Research, Trading Systems, Series 63, Fund Of Funds, Financial Markets
Education
University of Wisconsin-Madison 1995 — 1997
MS, Finance
Northwestern University 1991 — 1995
BA, Applied Mathematics, International Studies
David Catenazzo's Salomon Brothers Experience 1994 - 1996
Job Managing Director at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America August 1996 - Present
Salomon Brothers 1994 - 1996
Shearson Lehman 1990 - 1994
Skills
Portfolio Management, Risk Management, Banking, Capital Markets, Operational Risk..., Investment Banking, Equities, Fixed Income, Financial Risk, Financial Services, Derivatives, Credit
Education
Pace University - Lubin School of Business
MBA, Accounting and Finance
Bank of America August 1996 - Present
Salomon Brothers 1994 - 1996
Shearson Lehman 1990 - 1994
Skills
Portfolio Management, Risk Management, Banking, Capital Markets, Operational Risk..., Investment Banking, Equities, Fixed Income, Financial Risk, Financial Services, Derivatives, Credit
Education
Pace University - Lubin School of Business
MBA, Accounting and Finance
Kenneth Telljohann's Salomon Brothers Experience 1984 - 1990
Job Managing Director at John Lang, Inc.
Industry Investment Management
Experience
John Lang, Inc. 2005 - Present
CoVision Capital Group, LLC 2001 - Present
Tower Capital, Inc March 2004 - February 2005
Lehman Brothers 1993 - 2001
Goldman Sachs 1990 - 1993
Salomon Brothers 1984 - 1990
Lehman Brothers August 1981 - 1984
Education
Princeton University 1977 — 1981
AB, Physics
John Lang, Inc. 2005 - Present
CoVision Capital Group, LLC 2001 - Present
Tower Capital, Inc March 2004 - February 2005
Lehman Brothers 1993 - 2001
Goldman Sachs 1990 - 1993
Salomon Brothers 1984 - 1990
Lehman Brothers August 1981 - 1984
Education
Princeton University 1977 — 1981
AB, Physics
Ernest Cruikshank, III's Salomon Brothers Experience May 1975 - November 1987
Job Managing Director, Silvercrest Asset Management
Industry Investment Management
Experience
Silvercrest Asset Management July 2015 - Present
Jamison Eaton & Wood, Inc. November 1988 - June 2015
Salomon Brothers May 1975 - November 1987
Salomon Brothers 1975 - 1987
Skills
Portfolio Management, Fixed Income, Equities, Credit, Asset Management, Capital Markets, Trading, Securities
Education
Princeton University 1962 — 1966
AB, French, Art History
St. Andrew's School, DE 1958 — 1962
Silvercrest Asset Management July 2015 - Present
Jamison Eaton & Wood, Inc. November 1988 - June 2015
Salomon Brothers May 1975 - November 1987
Salomon Brothers 1975 - 1987
Skills
Portfolio Management, Fixed Income, Equities, Credit, Asset Management, Capital Markets, Trading, Securities
Education
Princeton University 1962 — 1966
AB, French, Art History
St. Andrew's School, DE 1958 — 1962
Steven Sfiroudis's Salomon Brothers Experience October 1986 - November 1997
Job Vice President at Citigroup
Industry Financial Services
Experience
Citigroup November 1997 - Present
Salomon Brothers October 1986 - November 1997
Citibank March 1983 - October 1986
JJ Kenny February 1982 - March 1983
Skills
Trading Systems, Fixed Income, Equities, Market Data, Capital Markets, Sybase, Disaster Recovery, Data Center, Electronic Trading, Options, Unix, Trading, Portfolio Management, Derivatives, Enterprise Architecture, Series 7, Linux
Education
Polytechnic University 1996 — 1998
Master of Science (M.S.), Computer Engineering
Polytechnic University 1978 — 1982
Bachelor of Science (B.S.), Computer Engineering and Electrical Engineering
Stuyvesant 1973 — 1976
Citigroup November 1997 - Present
Salomon Brothers October 1986 - November 1997
Citibank March 1983 - October 1986
JJ Kenny February 1982 - March 1983
Skills
Trading Systems, Fixed Income, Equities, Market Data, Capital Markets, Sybase, Disaster Recovery, Data Center, Electronic Trading, Options, Unix, Trading, Portfolio Management, Derivatives, Enterprise Architecture, Series 7, Linux
Education
Polytechnic University 1996 — 1998
Master of Science (M.S.), Computer Engineering
Polytechnic University 1978 — 1982
Bachelor of Science (B.S.), Computer Engineering and Electrical Engineering
Stuyvesant 1973 — 1976
Bill Amatuzzo, CFP, CRPC, CLU, MBA's Salomon Brothers Experience September 1983 - February 1998
Job Amatuzzo Magnani Private Wealth Management
Industry Financial Services
Experience
Amatuzzo Magnani Wealth Management, Ameriprise Financial Services, Inc. November 2002 - Present
Credit Suisse September 2000 - May 2002
Donaldson, Lufkin & Jenrette March 1998 - September 2000
Salomon Brothers September 1983 - February 1998
Education
Pace University - Lubin School of Business 1981 — 1983
MBA, Finance
Pace University-Pleasantville/Briarcliff Campus 1977 — 1981
BBA, Accounting
Amatuzzo Magnani Wealth Management, Ameriprise Financial Services, Inc. November 2002 - Present
Credit Suisse September 2000 - May 2002
Donaldson, Lufkin & Jenrette March 1998 - September 2000
Salomon Brothers September 1983 - February 1998
Education
Pace University - Lubin School of Business 1981 — 1983
MBA, Finance
Pace University-Pleasantville/Briarcliff Campus 1977 — 1981
BBA, Accounting
Subadra Rajappa's Salomon Brothers Experience July 1994 - December 2000
Job Head US Rates Strategy at Société Générale
Industry Financial Services
Experience
Société Générale October 2014 - Present
Morgan Stanley September 2009 - March 2014
Countrywide Securities Corporation January 2007 - September 2008
Citi January 2001 - November 2006
Salomon Brothers July 1994 - December 2000
Skills
Derivatives, Fixed Income, Hedge Funds, Capital Markets, Trading Systems, Financial Markets, Pricing, Financial Risk, Structured Products, Bloomberg
Education
New York University
Master's degree, Mathematics, Statistics and OR
PSG College of Technology
Bachelor's degree, Computer Science
Société Générale October 2014 - Present
Morgan Stanley September 2009 - March 2014
Countrywide Securities Corporation January 2007 - September 2008
Citi January 2001 - November 2006
Salomon Brothers July 1994 - December 2000
Skills
Derivatives, Fixed Income, Hedge Funds, Capital Markets, Trading Systems, Financial Markets, Pricing, Financial Risk, Structured Products, Bloomberg
Education
New York University
Master's degree, Mathematics, Statistics and OR
PSG College of Technology
Bachelor's degree, Computer Science
Sharon Lawrance's Salomon Brothers Experience 1987 - 1997
Job Consultant at BIDS Trading
Industry Capital Markets
Experience
BIDS Trading June 2009 - November 2010
Citigroup 1997 - 2008
Salomon Smith Barney 1997 - 2003
Salomon Brothers 1987 - 1997
Skills
Financial Markets, Electronic Trading, Strategy, Financial Services, Product Management, Series 7, Equities, Trading Systems, Market Data, Prime Brokerage, Capital Markets, Derivatives, Direct Market Access, Management, Hedge Funds, Securities, Fixed Income, Relationship Management, Vendor Management, Routing, Equity Trading, Options, Bloomberg, Equity Derivatives, Trading, Investment Banking
Education
Pace University 1984 — 1986
Bachelor's Degree, Finance & Accounting
BIDS Trading June 2009 - November 2010
Citigroup 1997 - 2008
Salomon Smith Barney 1997 - 2003
Salomon Brothers 1987 - 1997
Skills
Financial Markets, Electronic Trading, Strategy, Financial Services, Product Management, Series 7, Equities, Trading Systems, Market Data, Prime Brokerage, Capital Markets, Derivatives, Direct Market Access, Management, Hedge Funds, Securities, Fixed Income, Relationship Management, Vendor Management, Routing, Equity Trading, Options, Bloomberg, Equity Derivatives, Trading, Investment Banking
Education
Pace University 1984 — 1986
Bachelor's Degree, Finance & Accounting
Julian Buxton's Salomon Brothers Experience 1983 - 1985
Job 843 7231670
Industry Leisure, Travel & Tourism
Experience
Julian Buxton & Company October 2000 - Present
Tour Charleston LLC September 1996 - Present
State of North Dakota 1991 - 1994
Salomon Brothers 1983 - 1985
Skills
Writing, Speaking Engagements, Travel Writing, Public Speaking, Media Relations, Books, Copywriting, Customer Service, Blogging, Social Media, Editing
Education
Princeton University 1979 — 1983
Bachelor of Arts, American History (United States)
Julian Buxton & Company October 2000 - Present
Tour Charleston LLC September 1996 - Present
State of North Dakota 1991 - 1994
Salomon Brothers 1983 - 1985
Skills
Writing, Speaking Engagements, Travel Writing, Public Speaking, Media Relations, Books, Copywriting, Customer Service, Blogging, Social Media, Editing
Education
Princeton University 1979 — 1983
Bachelor of Arts, American History (United States)
Richard Paulson's Salomon Brothers Experience June 1979 - January 1988
Job Retired Director at Barclays Capital
Industry Financial Services
Experience
Barclays Capital from Lehman 1990 - Present
Lehman Brothers 1990 - 2008
Salomon Brothers June 1979 - January 1988
Skills
MBS, Fixed Income, Financial Modeling, Securitization, Capital Markets, Structured Products, Equities, Investment Banking, Derivatives, Hedge Funds, Portfolio Management
Education
Washington University in St. Louis - Olin Business School 1975 — 1979
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Principia College 1966 — 1970
BA Math, Math, Bio-Chemistry, Ecology
Barclays Capital from Lehman 1990 - Present
Lehman Brothers 1990 - 2008
Salomon Brothers June 1979 - January 1988
Skills
MBS, Fixed Income, Financial Modeling, Securitization, Capital Markets, Structured Products, Equities, Investment Banking, Derivatives, Hedge Funds, Portfolio Management
Education
Washington University in St. Louis - Olin Business School 1975 — 1979
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Principia College 1966 — 1970
BA Math, Math, Bio-Chemistry, Ecology
Mike Giannettino's Salomon Brothers Experience 1984 - 2000
Job Vice President at Citigroup
Industry Financial Services
Experience
Citigroup Vice PresidentCiti2000 - Present
Citigroup Global Markets 2000 - Present
Salomon Brothers 1984 - 2000
Salomon Brothers 1984 - 2000
Skills
Trading Systems, Electronic Trading, Fixed Income, Market Data, Prime Brokerage
Education
New York University - Polytechnic School of Engineering 1978 — 1984
MCS, Computer Science
Citigroup Vice PresidentCiti2000 - Present
Citigroup Global Markets 2000 - Present
Salomon Brothers 1984 - 2000
Salomon Brothers 1984 - 2000
Skills
Trading Systems, Electronic Trading, Fixed Income, Market Data, Prime Brokerage
Education
New York University - Polytechnic School of Engineering 1978 — 1984
MCS, Computer Science
Joshua Dick's Salomon Brothers Experience June 1993 - July 1995
Job Urnex Brands, Inc. Specialty Coffee Equipment Cleaning Products Since 1936
Industry Food & Beverages
Experience
Urnex Brands, Inc. 2003 - Present
Unilever HPC June 1997 - November 1999
Cadbury plc. 1996 - 1996
Salomon Brothers June 1993 - July 1995
Committee on energy and commerce 1990 - 1990
Committee on energy and commerce 1990 - 1990
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA
Yale University 1989 — 1993
BA
Urnex Brands, Inc. 2003 - Present
Unilever HPC June 1997 - November 1999
Cadbury plc. 1996 - 1996
Salomon Brothers June 1993 - July 1995
Committee on energy and commerce 1990 - 1990
Committee on energy and commerce 1990 - 1990
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA
Yale University 1989 — 1993
BA
Tina Brewer's Salomon Brothers Experience January 1994 - January 1995
Job Owner, Luxury Motor Coach & Boat Storage
Industry Warehousing
Experience
Luxury Motor Coach & Boat Storage January 2003 - Present
Citi November 2002 - January 2007
Merrill Lynch January 1995 - November 2002
Salomon Brothers January 1994 - January 1995
Skills
Customer Service, Public Speaking, Strategic Planning, Event Planning, Marketing, New Business Development, Team Building, Fundraising, Series 7, Microsoft Office, Sales, Budgets
Education
Oklahoma State University 1989 — 1993
Business, Marketing
Luxury Motor Coach & Boat Storage January 2003 - Present
Citi November 2002 - January 2007
Merrill Lynch January 1995 - November 2002
Salomon Brothers January 1994 - January 1995
Skills
Customer Service, Public Speaking, Strategic Planning, Event Planning, Marketing, New Business Development, Team Building, Fundraising, Series 7, Microsoft Office, Sales, Budgets
Education
Oklahoma State University 1989 — 1993
Business, Marketing
Carole Ryavec's Salomon Brothers Experience 1989 - 1990
Job Documentary Director, Writer
Industry Media Production
Experience
Carmic Productions January 2005 - Present
New York City January 2009 - May 2013
PCI-Media Impact 2006 - 2008
International Education and Resource Network 2004 - 2006
"This Revolution" the movie 2005 - 2005
Doctors Without Borders (MSF) January 2001 - January 2004
Rosetta Group Research June 2002 - 2004
Plexus Group January 1992 - January 2002
Carlthorp School January 1990 - January 1993
Salomon Brothers 1989 - 1990
Skills
Financial Analysis, Corporate Finance, Final Cut Pro, Cost Analysis, Procurement, Negotiation, Research, Contract Negotiation, Budgets, Business Planning, Analysis, Management, Fundraising, Government, Finance, Proposal Writing, Policy, Camera Skills, script writing, film edit, film director, Strategic Planning, Program Management, Strategy, Leadership, Public Relations, Nonprofits, Strategic Communications, Community Outreach, Editing, Social Media, Screenwriting
Education
Manhattan Edit Workshop 2008 — 2008
certificate, film edit
New York University 2001 — 2004
certificate, screenwriting NYU
Columbia University 1969 — 1978
M.Phil and PhD, Japanese Legal History
Walter Johnson
Walter Johnson
Carmic Productions January 2005 - Present
New York City January 2009 - May 2013
PCI-Media Impact 2006 - 2008
International Education and Resource Network 2004 - 2006
"This Revolution" the movie 2005 - 2005
Doctors Without Borders (MSF) January 2001 - January 2004
Rosetta Group Research June 2002 - 2004
Plexus Group January 1992 - January 2002
Carlthorp School January 1990 - January 1993
Salomon Brothers 1989 - 1990
Skills
Financial Analysis, Corporate Finance, Final Cut Pro, Cost Analysis, Procurement, Negotiation, Research, Contract Negotiation, Budgets, Business Planning, Analysis, Management, Fundraising, Government, Finance, Proposal Writing, Policy, Camera Skills, script writing, film edit, film director, Strategic Planning, Program Management, Strategy, Leadership, Public Relations, Nonprofits, Strategic Communications, Community Outreach, Editing, Social Media, Screenwriting
Education
Manhattan Edit Workshop 2008 — 2008
certificate, film edit
New York University 2001 — 2004
certificate, screenwriting NYU
Columbia University 1969 — 1978
M.Phil and PhD, Japanese Legal History
Walter Johnson
Walter Johnson
Roy Andersen's Salomon Brothers Experience March 1986 - September 1989
Job Account Director, SDG Corp
Industry Information Technology and Services
Experience
SDG Corp May 2014 - Present
iGATE Global Solutions May 2012 - April 2014
Cognizant Technology Solutions May 2004 - May 2012
RSA Consulting January 2002 - May 2004
eFunds May 2000 - December 2001
KPMG May 1996 - May 2000
Deloitte March 1994 - May 1996
New York City Transit September 1989 - March 1994
Salomon Brothers March 1986 - September 1989
Grumman Aerospace September 1979 - March 1986
Skills
Management Consulting, Outsourcing, Business Process..., Program Management, PMO, Strategy, Training, Project Management, Business Analysis, Management, Analysis, Portfolio Management, Vendor Management, Business Strategy, Integration, Business Development, ERP, CRM, Business Process, Pre-sales, IT Strategy, Strategic Planning, Six Sigma, Executive Management, Mergers & Acquisitions, Global Delivery, SDLC, Budgets, Software Project..., Financial Services, Testing, Information Technology, Solution Architecture, Business Intelligence, Data Warehousing, Consulting
Education
NYU Stern School of Business
MBA, Finance
New York University - Polytechnic School of Engineering
BS and MS, Mechanical Engineering
SDG Corp May 2014 - Present
iGATE Global Solutions May 2012 - April 2014
Cognizant Technology Solutions May 2004 - May 2012
RSA Consulting January 2002 - May 2004
eFunds May 2000 - December 2001
KPMG May 1996 - May 2000
Deloitte March 1994 - May 1996
New York City Transit September 1989 - March 1994
Salomon Brothers March 1986 - September 1989
Grumman Aerospace September 1979 - March 1986
Skills
Management Consulting, Outsourcing, Business Process..., Program Management, PMO, Strategy, Training, Project Management, Business Analysis, Management, Analysis, Portfolio Management, Vendor Management, Business Strategy, Integration, Business Development, ERP, CRM, Business Process, Pre-sales, IT Strategy, Strategic Planning, Six Sigma, Executive Management, Mergers & Acquisitions, Global Delivery, SDLC, Budgets, Software Project..., Financial Services, Testing, Information Technology, Solution Architecture, Business Intelligence, Data Warehousing, Consulting
Education
NYU Stern School of Business
MBA, Finance
New York University - Polytechnic School of Engineering
BS and MS, Mechanical Engineering
John Vinci's Salomon Brothers Experience September 1987 - December 1989
Job Head of Banking Products at Barclays Wealth
Industry Financial Services
Experience
Barclays August 2010 - Present
UBS Wealth Management May 2008 - March 2010
UBS Wealth Management November 2001 - April 2008
UBS Wealth Management July 2003 - January 2006
Paine Webber January 1995 - November 2001
Paine Webber September 1993 - December 1995
Paine Webber January 1990 - August 1993
Salomon Brothers September 1987 - December 1989
Skills
Securities, ALM, Treasury, Equities, Interest Rate Risk..., Fixed Income, Investments, Portfolio Management, Trading, Derivatives, Financial Modeling, Banking, Business Strategy, Capital Markets, Finance, Financial Risk, Financial Services, Cash Management, Hedge Funds, Financial Analysis, Strategy
Education
Pace University - Lubin School of Business 1980 — 1984
Bachelors, Public Accounting
Xaverian High School 1976 — 1980
Diploma, Accounting
University of Pennsylvania - The Wharton School
SIFMA Executive Development Program
Barclays August 2010 - Present
UBS Wealth Management May 2008 - March 2010
UBS Wealth Management November 2001 - April 2008
UBS Wealth Management July 2003 - January 2006
Paine Webber January 1995 - November 2001
Paine Webber September 1993 - December 1995
Paine Webber January 1990 - August 1993
Salomon Brothers September 1987 - December 1989
Skills
Securities, ALM, Treasury, Equities, Interest Rate Risk..., Fixed Income, Investments, Portfolio Management, Trading, Derivatives, Financial Modeling, Banking, Business Strategy, Capital Markets, Finance, Financial Risk, Financial Services, Cash Management, Hedge Funds, Financial Analysis, Strategy
Education
Pace University - Lubin School of Business 1980 — 1984
Bachelors, Public Accounting
Xaverian High School 1976 — 1980
Diploma, Accounting
University of Pennsylvania - The Wharton School
SIFMA Executive Development Program
Olga Roig's Salomon Brothers Experience 1992 - 1999
Job Global Cash Management & Banking Consultant at MetLife, Inc.
Industry Insurance
Experience
MetLife, Inc. May 1999 - Present
Salomon Brothers 1992 - 1999
Skills
Investment Banking, Equities, Portfolio Management, Cash Management, Reference Data, Financial Risk, Process Improvement, Finance, Insurance, Financial Services, Capital Markets, Risk Management, Fixed Income, Derivatives
Education
Pace University - Lubin School of Business 1984 — 1991
BBA, Business Admin & General Accounting
MetLife, Inc. May 1999 - Present
Salomon Brothers 1992 - 1999
Skills
Investment Banking, Equities, Portfolio Management, Cash Management, Reference Data, Financial Risk, Process Improvement, Finance, Insurance, Financial Services, Capital Markets, Risk Management, Fixed Income, Derivatives
Education
Pace University - Lubin School of Business 1984 — 1991
BBA, Business Admin & General Accounting
Ben Trevathan's Salomon Brothers Experience July 1987 - January 1995
Job Chrmn Accel Clinical Services
Industry Pharmaceuticals
Experience
Accel Clinical Services February 2006 - Present
Tarsus Holdings, LLC 2002 - Present
Stetson University August 2010 - May 2013
Salomon Brothers July 1987 - January 1995
Skills
Strategic Planning, Mergers, Healthcare, Mentoring, Venture Capital, Private Equity
Education
The University of Chicago 1985 — 1987
MBA, Finance, Accounting
Northwestern University 1981 — 1983
BA, Economics
Accel Clinical Services February 2006 - Present
Tarsus Holdings, LLC 2002 - Present
Stetson University August 2010 - May 2013
Salomon Brothers July 1987 - January 1995
Skills
Strategic Planning, Mergers, Healthcare, Mentoring, Venture Capital, Private Equity
Education
The University of Chicago 1985 — 1987
MBA, Finance, Accounting
Northwestern University 1981 — 1983
BA, Economics
Arthur Rosenberg's Salomon Brothers Experience 1979 - 1996
Job Senior Vice President at The Clearing House
Industry Banking
Experience
The Clearing House September 2000 - Present
NatWest Markets 1996 - 2000
Salomon Brothers 1979 - 1996
Skills
Disaster Recovery, IT Strategy, Business Continuity, Risk Management, Payments, Vendor Management, Financial Services, Business Analysis, Integration, Governance, Banking, SDLC, Enterprise Risk..., Executive Management, Operational Risk, Program Management, Enterprise Architecture, IT Management
Education
Queens College 1973 — 1983
BS, Computer Science, Economics
The Clearing House September 2000 - Present
NatWest Markets 1996 - 2000
Salomon Brothers 1979 - 1996
Skills
Disaster Recovery, IT Strategy, Business Continuity, Risk Management, Payments, Vendor Management, Financial Services, Business Analysis, Integration, Governance, Banking, SDLC, Enterprise Risk..., Executive Management, Operational Risk, Program Management, Enterprise Architecture, IT Management
Education
Queens College 1973 — 1983
BS, Computer Science, Economics
Jim Fleischmann, CFA's Salomon Brothers Experience 1980 - 1994
Job Owner, Kennebec Capital Management
Industry Financial Services
Experience
Kennebec Capital Management 2005 - Present
TIAA-CREF 1994 - 2004
Salomon Brothers 1980 - 1994
Delaware Management Co, Inc. 1977 - 1980
PNC 1972 - 1977
Skills
Equity Research, Portfolio Management, Strategic Consulting, Investment Strategies, Equities, Series 7, Securities, Investments, Capital Markets, Asset Managment, Series 63, Valuation, Bloomberg, Wealth Management, Alternative Investments, Asset Allocation, Asset Management, Hedge Funds, Investment Management, Financial Services, Investment Advisory, Mutual Funds, Trading, Venture Capital, Financial Markets, Bonds, Emerging Markets, Strategic Financial..., Estate Planning, Investor Relations, Options, Private Equity
Education
Penn State University 1970 — 1971
mba, finance
University of Pittsburgh 1963 — 1966
ba, economics
Kennebec Capital Management 2005 - Present
TIAA-CREF 1994 - 2004
Salomon Brothers 1980 - 1994
Delaware Management Co, Inc. 1977 - 1980
PNC 1972 - 1977
Skills
Equity Research, Portfolio Management, Strategic Consulting, Investment Strategies, Equities, Series 7, Securities, Investments, Capital Markets, Asset Managment, Series 63, Valuation, Bloomberg, Wealth Management, Alternative Investments, Asset Allocation, Asset Management, Hedge Funds, Investment Management, Financial Services, Investment Advisory, Mutual Funds, Trading, Venture Capital, Financial Markets, Bonds, Emerging Markets, Strategic Financial..., Estate Planning, Investor Relations, Options, Private Equity
Education
Penn State University 1970 — 1971
mba, finance
University of Pittsburgh 1963 — 1966
ba, economics
Gerard LaRocca's Salomon Brothers Experience 1983 - 1998
Job Managing Director at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital November 1998 - Present
Salomon Brothers 1983 - 1998
Education
Pace University - Lubin School of Business 1979 — 1984
MBA, Finance
Wagner College 1972 — 1975
BS, ACCOUNTING
Barclays Capital November 1998 - Present
Salomon Brothers 1983 - 1998
Education
Pace University - Lubin School of Business 1979 — 1984
MBA, Finance
Wagner College 1972 — 1975
BS, ACCOUNTING
Gene Delsener's Salomon Brothers Experience December 1981 - June 1995
Job SVP at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments June 1995 - Present
Salomon Brothers December 1981 - June 1995
Skills
Asset Management, Bonds, Business Process..., Financial Services, Investments, Portfolio Management, Trading, Change Management, Fixed Income, IT Strategy, Management, Management Consulting, Process Improvement, Program Management, Project Management, Risk Management, SDLC, Strategy, Trading Systems, Electronic Trading
Education
Pace University 1979 — 1985
MBA, Corporate Finance
Syracuse University 1977 — 1978
MS, Civil Engineering
Syracuse University 1974 — 1976
BS, Civil Engineering
Fidelity Investments June 1995 - Present
Salomon Brothers December 1981 - June 1995
Skills
Asset Management, Bonds, Business Process..., Financial Services, Investments, Portfolio Management, Trading, Change Management, Fixed Income, IT Strategy, Management, Management Consulting, Process Improvement, Program Management, Project Management, Risk Management, SDLC, Strategy, Trading Systems, Electronic Trading
Education
Pace University 1979 — 1985
MBA, Corporate Finance
Syracuse University 1977 — 1978
MS, Civil Engineering
Syracuse University 1974 — 1976
BS, Civil Engineering
John Rydle's Salomon Brothers Experience December 1983 - September 1987
Job structured project financing P3s, DBL (various project types), CHP, ESPCs, Commercial R.E.
Industry Financial Services
Experience
Leidos Engineering November 2009 - Present
Public Finance Associates January 2000 - July 2008
J. A. Jones Construction Inc. December 1994 - December 1999
National Development Corporation July 1988 - September 1991
Salomon Brothers December 1983 - September 1987
Skills
Financial Modeling, Funding Network, Communication skills, Project Finance, Renewable Energy, Energy, Banking, Debt, Finance, Valuation, Financial Structuring, Mergers & Acquisitions, Funding, Venture Capital, Program Management, Corporate Finance, Project Planning, Analysis, Due Diligence, Commercial Real Estate, Risk Management, Strategy, Investment Properties, Equities, Construction, Energy Efficiency, Project Management, Contract Management, Budgets, Asset Management, Financial Analysis, Management Consulting
Education
Penn State University 1980 — 1982
MBA, real estate
University of Notre Dame 1974 — 1979
Bachelor of Architecture (B.Arch.), Architecture
Leidos Engineering November 2009 - Present
Public Finance Associates January 2000 - July 2008
J. A. Jones Construction Inc. December 1994 - December 1999
National Development Corporation July 1988 - September 1991
Salomon Brothers December 1983 - September 1987
Skills
Financial Modeling, Funding Network, Communication skills, Project Finance, Renewable Energy, Energy, Banking, Debt, Finance, Valuation, Financial Structuring, Mergers & Acquisitions, Funding, Venture Capital, Program Management, Corporate Finance, Project Planning, Analysis, Due Diligence, Commercial Real Estate, Risk Management, Strategy, Investment Properties, Equities, Construction, Energy Efficiency, Project Management, Contract Management, Budgets, Asset Management, Financial Analysis, Management Consulting
Education
Penn State University 1980 — 1982
MBA, real estate
University of Notre Dame 1974 — 1979
Bachelor of Architecture (B.Arch.), Architecture
Henry Ming's Salomon Brothers Experience 1997 - 1999
Job Vice President at Goldman Sachs Asset Management
Industry Investment Management
Experience
Goldman Sachs Asset Management January 2006 - Present
Jasper Asset Management March 2005 - January 2006
Barclays Capital April 2004 - March 2005
Credit Suisse First Boston 1999 - 2004
Salomon Brothers 1997 - 1999
HSBC Securities November 1996 - August 1997
Knight-Ridder Financial July 1996 - November 1996
Skills
Trading Systems, Equities, Electronic Trading, Quantitative Finance, Fixed Income, Credit Derivatives, Derivatives, Hedge Funds
Education
University at Buffalo 1988 — 1993
Ph.D., Physics
Peking University 1981 — 1988
B.S, Physics
Goldman Sachs Asset Management January 2006 - Present
Jasper Asset Management March 2005 - January 2006
Barclays Capital April 2004 - March 2005
Credit Suisse First Boston 1999 - 2004
Salomon Brothers 1997 - 1999
HSBC Securities November 1996 - August 1997
Knight-Ridder Financial July 1996 - November 1996
Skills
Trading Systems, Equities, Electronic Trading, Quantitative Finance, Fixed Income, Credit Derivatives, Derivatives, Hedge Funds
Education
University at Buffalo 1988 — 1993
Ph.D., Physics
Peking University 1981 — 1988
B.S, Physics
Maureen Smoluch's Salomon Brothers Experience 1992 - 1998
Job
Industry Staffing and Recruiting
Experience
Salomon Brothers 1992 - 1998
Paul, Weiss, Rifkind, Wharton & Garrison LLP 1988 - 1992
Education
Niagara University
Salomon Brothers 1992 - 1998
Paul, Weiss, Rifkind, Wharton & Garrison LLP 1988 - 1992
Education
Niagara University
Antoinette Reilly's Salomon Brothers Experience October 1979 - June 1987
Job Operatons Manager at The Harbin Agency, Inc.
Industry Insurance
Experience
The Harbin Agency, Inc. June 2007 - Present
The Harbin Agency, Inc. June 2007 - Present
Salomon Brothers October 1979 - June 1987
Skills
Property & Casualty..., Workers Compensation, Liability, Professional Liability, General Insurance, Umbrella Insurance, Commercial Insurance, Casualty
Education
Pace University 1982 — 1986
MBA, Finance
St. John's University, Jamaica, NY 1973 — 1976
BS, Accounting
The Harbin Agency, Inc. June 2007 - Present
The Harbin Agency, Inc. June 2007 - Present
Salomon Brothers October 1979 - June 1987
Skills
Property & Casualty..., Workers Compensation, Liability, Professional Liability, General Insurance, Umbrella Insurance, Commercial Insurance, Casualty
Education
Pace University 1982 — 1986
MBA, Finance
St. John's University, Jamaica, NY 1973 — 1976
BS, Accounting
Chuck Soderstrom's Salomon Brothers Experience 1987 - 1992
Job COO/CCO at Impala Asset Management
Industry Investment Management
Experience
Impala Asset Management January 2004 - Present
J.P. Morgan September 1992 - December 1999
Salomon Brothers 1987 - 1992
Procter & Gamble June 1980 - September 1983
Education
Northwestern University - Kellogg School of Management 1985 — 1987
Master's degree, Finance and Marketing
Purdue University 1976 — 1980
Bachelor of Science (BS), Industrial Management
Impala Asset Management January 2004 - Present
J.P. Morgan September 1992 - December 1999
Salomon Brothers 1987 - 1992
Procter & Gamble June 1980 - September 1983
Education
Northwestern University - Kellogg School of Management 1985 — 1987
Master's degree, Finance and Marketing
Purdue University 1976 — 1980
Bachelor of Science (BS), Industrial Management
Scott Waynebern's Salomon Brothers Experience 1991 - 1996
Job Head of Commercial Real Estate at Providence Equity Benefit Street Partners
Industry Real Estate
Experience
Providence Equity - Benefit Street Partners 2013 - Present
Limekiln Real Estate Advisors 2011 - 2013
Deutsche Bank 1996 - 2010
Salomon Brothers 1991 - 1996
Skills
Real Estate Economics, Real Estate, Asset Management, Valuation, Capital Markets, Due Diligence, Investments, Brokerage, Private Equity, Financial Structuring
Education
University of Pennsylvania - The Wharton School
Northwestern University - Kellogg School of Management
Providence Equity - Benefit Street Partners 2013 - Present
Limekiln Real Estate Advisors 2011 - 2013
Deutsche Bank 1996 - 2010
Salomon Brothers 1991 - 1996
Skills
Real Estate Economics, Real Estate, Asset Management, Valuation, Capital Markets, Due Diligence, Investments, Brokerage, Private Equity, Financial Structuring
Education
University of Pennsylvania - The Wharton School
Northwestern University - Kellogg School of Management
Lynn Ariail's Salomon Brothers Experience 1978 - 1984
Job Independent Retail Professional
Industry Retail
Experience
Designer Shoes Handbags New on Sale 2000 - Present
Morgan Stanley 1985 - 1987
Salomon Brothers 1978 - 1984
Skills
Microsoft Word, Merchandising, PowerPoint, Social Media, Customer Service, Retail, Time Management, Fashion, Data Entry, Inventory Management, Visual Merchandising
Education
Northwestern University 1976 — 1978
Master of Business Administration (MBA), Finance, General
Stephans County High, University of Georgia and Northwestern University 1972 — 1978
BBA aand MBA, Banking, Corporate, Finance, and Securities Law
Designer Shoes Handbags New on Sale 2000 - Present
Morgan Stanley 1985 - 1987
Salomon Brothers 1978 - 1984
Skills
Microsoft Word, Merchandising, PowerPoint, Social Media, Customer Service, Retail, Time Management, Fashion, Data Entry, Inventory Management, Visual Merchandising
Education
Northwestern University 1976 — 1978
Master of Business Administration (MBA), Finance, General
Stephans County High, University of Georgia and Northwestern University 1972 — 1978
BBA aand MBA, Banking, Corporate, Finance, and Securities Law
Christine O'Hara's Salomon Brothers Experience January 1997 - August 1997
Job Vice President at Assured Guaranty
Industry Financial Services
Experience
Assured Guaranty August 1997 - Present
Salomon Brothers January 1997 - August 1997
Dreyfus October 1988 - March 1996
Education
City University of New York-Queens College 1984 — 1988
BA, Accounting & Information Systems
Assured Guaranty August 1997 - Present
Salomon Brothers January 1997 - August 1997
Dreyfus October 1988 - March 1996
Education
City University of New York-Queens College 1984 — 1988
BA, Accounting & Information Systems
Nelson Bowles's Salomon Brothers Experience 1991 - 1997
Job Global payroll
Industry Computer Networking
Experience
Velocity Technology Solutions April 2014 - Present
Citi January 2000 - April 2014
Salomon Brothers 1991 - 1997
Skills
PeopleSoft, ADP Payroll, Deferred Compensation, Employee Benefits, HRIS, Human Resources, Onboarding, Payroll
Education
Newbury College 1987 — 1989
Associates, Finance
Velocity Technology Solutions April 2014 - Present
Citi January 2000 - April 2014
Salomon Brothers 1991 - 1997
Skills
PeopleSoft, ADP Payroll, Deferred Compensation, Employee Benefits, HRIS, Human Resources, Onboarding, Payroll
Education
Newbury College 1987 — 1989
Associates, Finance
Stephen Pelensky's Salomon Brothers Experience August 1986 - March 1989
Job Managing Director at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management May 2007 - Present
Alliance Capital Management November 1994 - March 2007
Affinity Investment Advisors July 1992 - November 1994
BEA Associates October 1989 - June 1992
Salomon Brothers August 1986 - March 1989
Atlantic Richfield 1980 - 1983
Skills
Investment Management, Quantitative Research, Product Research and..., Equity Derivatives, Alternative Investments, Asset Allocation, Fixed Income, Equities, Bloomberg, Portfolio Management, Hedge Funds, Bonds, Securities, Investments, Derivatives, Quantitative Analytics, Wealth Management, Options
Education
University of Pennsylvania - The Wharton School 1978 — 1979
Master of Business Administration (MBA), Finance, General
Penn State University 1974 — 1977
Bachelor of Science (BS), Atmospheric Sciences and Meteorology
Morgan Stanley Investment Management May 2007 - Present
Alliance Capital Management November 1994 - March 2007
Affinity Investment Advisors July 1992 - November 1994
BEA Associates October 1989 - June 1992
Salomon Brothers August 1986 - March 1989
Atlantic Richfield 1980 - 1983
Skills
Investment Management, Quantitative Research, Product Research and..., Equity Derivatives, Alternative Investments, Asset Allocation, Fixed Income, Equities, Bloomberg, Portfolio Management, Hedge Funds, Bonds, Securities, Investments, Derivatives, Quantitative Analytics, Wealth Management, Options
Education
University of Pennsylvania - The Wharton School 1978 — 1979
Master of Business Administration (MBA), Finance, General
Penn State University 1974 — 1977
Bachelor of Science (BS), Atmospheric Sciences and Meteorology
Albert Elkind's Salomon Brothers Experience May 1996 - April 1997
Job VP at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs April 1997 - Present
Salomon Brothers May 1996 - April 1997
Start up October 1994 - May 1996
Education
Polytechnic University 1990 — 1993
Bachelor's degree, Computer Science
Goldman Sachs April 1997 - Present
Salomon Brothers May 1996 - April 1997
Start up October 1994 - May 1996
Education
Polytechnic University 1990 — 1993
Bachelor's degree, Computer Science
Joseph Kuhlenkamp's Salomon Brothers Experience 1994 - 1998
Job Project Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America June 2011 - Present
Bank of America 2001 - 2011
Aston Care Systems Inc. 1998 - 2001
Salomon Brothers 1994 - 1998
Goldstein Golub Kessler & Company, P.C. 1993 - 1994
International Service Systems, Inc. 1992 - 1993
Prudential Financial 1990 - 1992
Skills
Financial Reporting, Strategic Planning, Full P&L Responsibility, Team Leadership, Project Management, Change Management, Client Training, Securities Regulation, Workflow Management, Bloomberg Terminal, Microsoft Office, Management
Education
Pace University-New York
Bachelor of Business Administration (BBA), Accounting
Bank of America June 2011 - Present
Bank of America 2001 - 2011
Aston Care Systems Inc. 1998 - 2001
Salomon Brothers 1994 - 1998
Goldstein Golub Kessler & Company, P.C. 1993 - 1994
International Service Systems, Inc. 1992 - 1993
Prudential Financial 1990 - 1992
Skills
Financial Reporting, Strategic Planning, Full P&L Responsibility, Team Leadership, Project Management, Change Management, Client Training, Securities Regulation, Workflow Management, Bloomberg Terminal, Microsoft Office, Management
Education
Pace University-New York
Bachelor of Business Administration (BBA), Accounting
Ananth Bhogaraju's Salomon Brothers Experience August 1994 - March 1997
Job Vice Chairman, Americas Healthcare
Industry Investment Banking
Experience
Deutsche Bank May 2014 - Present
Deutsche Bank March 2005 - May 2014
Credit Suisse March 1997 - February 2005
Salomon Brothers August 1994 - March 1997
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Capital Markets, IPO, Leveraged Finance, Private Equity, Healthcare Industry, Pharmaceutical Industry, Mergers, Due Diligence, Financial Modeling, Corporate Development, Venture Capital, Business Valuation, Equities, Corporate Finance, Strategic Planning, Financial Analysis, Strategy, Start-ups, Investments
Education
The University of Chicago - Booth School of Business 1992 — 1994
Master of Business Administration (MBA), Accounting and Finance
Northwestern University 1984 — 1988
Bachelor of Arts (B.A.), Economics and Political Science
Deutsche Bank May 2014 - Present
Deutsche Bank March 2005 - May 2014
Credit Suisse March 1997 - February 2005
Salomon Brothers August 1994 - March 1997
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Capital Markets, IPO, Leveraged Finance, Private Equity, Healthcare Industry, Pharmaceutical Industry, Mergers, Due Diligence, Financial Modeling, Corporate Development, Venture Capital, Business Valuation, Equities, Corporate Finance, Strategic Planning, Financial Analysis, Strategy, Start-ups, Investments
Education
The University of Chicago - Booth School of Business 1992 — 1994
Master of Business Administration (MBA), Accounting and Finance
Northwestern University 1984 — 1988
Bachelor of Arts (B.A.), Economics and Political Science
Harry Rivers's Salomon Brothers Experience May 1990 - April 1993
Job Finance Director at DC Rape Crisis Center (DCRCC)
Industry Financial Services
Experience
DC Rape Crisis Center (DCRCC) June 2015 - Present
Rivers Financial & Consulting Services November 2014 - Present
National Geographic / Cengage Learning August 2007 - May 2015
National Geographic May 2000 - August 2007
National Geographic April 1999 - May 2000
Mitchell & Titus, LLP June 1993 - April 1999
Salomon Brothers May 1990 - April 1993
Shearson Lehman Hutton Inc June 1986 - May 1990
Skills
Process Improvement, Project Management, Forecasting, Project Planning, Cross-functional Team..., Budgets, Team Building, Management, Strategic Planning, Leadership, Academic Publishing, Publishing, Operations Management, Supply Chain Management, Finance, Financial Analysis, Accounting, Microsoft Excel, Microsoft Office, Analysis, Procurement, Purchasing, Auditing, Internal Audit
Education
University of Phoenix 2015 — 2016
Candidate - Masters, Health Care Administration Management (M.H.A.), GPA - 3.0
Pace University 1981 — 1986
Bachelor of Business Administration (B.B.A.), Accounting
DC Rape Crisis Center (DCRCC) June 2015 - Present
Rivers Financial & Consulting Services November 2014 - Present
National Geographic / Cengage Learning August 2007 - May 2015
National Geographic May 2000 - August 2007
National Geographic April 1999 - May 2000
Mitchell & Titus, LLP June 1993 - April 1999
Salomon Brothers May 1990 - April 1993
Shearson Lehman Hutton Inc June 1986 - May 1990
Skills
Process Improvement, Project Management, Forecasting, Project Planning, Cross-functional Team..., Budgets, Team Building, Management, Strategic Planning, Leadership, Academic Publishing, Publishing, Operations Management, Supply Chain Management, Finance, Financial Analysis, Accounting, Microsoft Excel, Microsoft Office, Analysis, Procurement, Purchasing, Auditing, Internal Audit
Education
University of Phoenix 2015 — 2016
Candidate - Masters, Health Care Administration Management (M.H.A.), GPA - 3.0
Pace University 1981 — 1986
Bachelor of Business Administration (B.B.A.), Accounting
Aditya Soedarjo's Salomon Brothers Experience August 2010 - Present
Job Associate at Salomon Brothers
Industry Investment Banking
Experience
Salomon Brothers August 2010 - Present
Skills
Capital Markets, Venture Capital, Portfolio Management
Education
Northwestern University 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Salomon Brothers August 2010 - Present
Skills
Capital Markets, Venture Capital, Portfolio Management
Education
Northwestern University 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Tod Perkins's Salomon Brothers Experience 1986 - 1995
Job Professional Finance and M&A Advisor with Operational Experience
Industry Investment Banking
Experience
Barclays Investment Bank 2011 - 2015
Chapdelaine & Co. 2009 - 2011
J.P. Morgan 2007 - 2009
HSBC 2004 - 2006
Credit Suisse 1998 - 2004
UBS Investment Bank 1995 - 1998
Salomon Brothers 1986 - 1995
Skills
Mergers & Acquisitions, Financial Analysis, Troubleshooting, Capital Markets, Business Analysis, Investment Banking, Banking, New Business Development, Valuation, Finance, Management, Financial Services, Financial Modeling
Education
Oregon State University 1982 — 1986
Bachelor of Science (B.S.) Finance and Economics
Barclays Investment Bank 2011 - 2015
Chapdelaine & Co. 2009 - 2011
J.P. Morgan 2007 - 2009
HSBC 2004 - 2006
Credit Suisse 1998 - 2004
UBS Investment Bank 1995 - 1998
Salomon Brothers 1986 - 1995
Skills
Mergers & Acquisitions, Financial Analysis, Troubleshooting, Capital Markets, Business Analysis, Investment Banking, Banking, New Business Development, Valuation, Finance, Management, Financial Services, Financial Modeling
Education
Oregon State University 1982 — 1986
Bachelor of Science (B.S.) Finance and Economics
David Bai's Salomon Brothers Experience 1996 - 1998
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2010 - Present
BNP Paribas 2005 - 2010
Bear Stearns 1998 - 2005
Salomon Brothers 1996 - 1998
Skills
Risk Management, Wealth Management, CCAR, Modeling
Education
Princeton University 1991 — 1996
Doctor of Philosophy (Ph.D.), Operations Research
University of Science & Technology of China
Bachelor of Science (BS)
Morgan Stanley 2010 - Present
BNP Paribas 2005 - 2010
Bear Stearns 1998 - 2005
Salomon Brothers 1996 - 1998
Skills
Risk Management, Wealth Management, CCAR, Modeling
Education
Princeton University 1991 — 1996
Doctor of Philosophy (Ph.D.), Operations Research
University of Science & Technology of China
Bachelor of Science (BS)
Salomon Smith Barney
Paine Webber
PaineWebber
Drexel Burnham Lambert
Salomon Brothers Inc.
Paine Webber, Inc
Soloman Smith Barney
Solomon Brothers