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
Robert Hendricks Robert Hendricks's Salomon Brothers Experience 1986 - 1989
Job Sybase Server Database Administrator at IBM Corporation, PHH Corporation (WFH)
Industry Information Technology and Services
Experience
IBM January 2015 - Present
CNH Industrial August 2014 - December 2014
Allscripts March 2014 - May 2014
FedEx December 2013 - March 2014
Credit Suisse April 2012 - October 2013
Barclays Capital February 2010 - June 2010
Citi 1992 - 2009
Salomon Smith Barney 1989 - 1992
Salomon Brothers 1986 - 1989
Skills
Databases, Disaster Recovery, Sybase, Microsoft SQL Server, SDLC, Autosys, Servers, Unix, IT Service Management, Visio, Sybase IQ, IT Operations, BMC Patrol, Troubleshooting, Operating Systems, Solaris, Data Warehousing, Microsoft Word, Leadership, Microsoft Office, Linux, Performance Tuning, User Acceptance Testing, Vendor Management, Quality Assurance, Microsoft Excel, Unix Shell Scripting, BMC Remedy, Lync, Customer Service, Strategic Planning, Quality Auditing, DB Artisan, BMC Patrol,..., International..., Putty, Coordination, Modeling, Problem Solving, E-Learning, Organization
Education
Taylor Business Institute 1984 — 1985
Computer Programming Certification
Rowan University 1981 — 1983
Bachelor of Arts
IBM January 2015 - Present
CNH Industrial August 2014 - December 2014
Allscripts March 2014 - May 2014
FedEx December 2013 - March 2014
Credit Suisse April 2012 - October 2013
Barclays Capital February 2010 - June 2010
Citi 1992 - 2009
Salomon Smith Barney 1989 - 1992
Salomon Brothers 1986 - 1989
Skills
Databases, Disaster Recovery, Sybase, Microsoft SQL Server, SDLC, Autosys, Servers, Unix, IT Service Management, Visio, Sybase IQ, IT Operations, BMC Patrol, Troubleshooting, Operating Systems, Solaris, Data Warehousing, Microsoft Word, Leadership, Microsoft Office, Linux, Performance Tuning, User Acceptance Testing, Vendor Management, Quality Assurance, Microsoft Excel, Unix Shell Scripting, BMC Remedy, Lync, Customer Service, Strategic Planning, Quality Auditing, DB Artisan, BMC Patrol,..., International..., Putty, Coordination, Modeling, Problem Solving, E-Learning, Organization
Education
Taylor Business Institute 1984 — 1985
Computer Programming Certification
Rowan University 1981 — 1983
Bachelor of Arts
Carolyn Hubach Carolyn Hubach's Salomon Brothers Experience 1991 - 1995
Job Real Estate & Investments
Industry Commercial Real Estate
Experience
ORIX Capital Markets June 2008 - September 2013
Wachovia Securities, LLC June 2005 - December 2007
Deutsche Bank Securities July 2003 - May 2005
Merrill Lynch July 1998 - July 2003
Abbey National Treasury Services January 1996 - July 1998
Salomon Brothers 1991 - 1995
Skills
Capital Markets, Structured Finance, Securitization, Portfolio Management, Fixed Income, ABS, Valuation, Alternative Investments, Real Estate Economics, Financial Structuring, Investment Banking, Private Equity, Trading, Securities, Finance, Commercial Real Estate, Real Estate, Asset Management, Bonds, Equities, Bloomberg, Leveraged Finance, Credit Analysis, Investments, CMBS, Due Diligence
Education
Southern Methodist University
BBA / BA, Business, Political Science
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, Finance, Real Estate
ORIX Capital Markets June 2008 - September 2013
Wachovia Securities, LLC June 2005 - December 2007
Deutsche Bank Securities July 2003 - May 2005
Merrill Lynch July 1998 - July 2003
Abbey National Treasury Services January 1996 - July 1998
Salomon Brothers 1991 - 1995
Skills
Capital Markets, Structured Finance, Securitization, Portfolio Management, Fixed Income, ABS, Valuation, Alternative Investments, Real Estate Economics, Financial Structuring, Investment Banking, Private Equity, Trading, Securities, Finance, Commercial Real Estate, Real Estate, Asset Management, Bonds, Equities, Bloomberg, Leveraged Finance, Credit Analysis, Investments, CMBS, Due Diligence
Education
Southern Methodist University
BBA / BA, Business, Political Science
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, Finance, Real Estate
Adam Policastro, CFA Adam Policastro, CFA's Salomon Brothers Experience June 1993 - August 1993
Job Head of Financial Risk Oversight
Industry Financial Services
Experience
U.S. Bank May 2014 - Present
Capital One July 2009 - May 2014
BB&T Corp. September 2004 - June 2009
Drake Management September 2001 - July 2004
J.P. Morgan Securities Inc. September 1994 - February 2001
Salomon Brothers June 1993 - August 1993
Skills
Risk Management, Interest Rate Risk..., Liquidity Risk, ALM, Fixed Income, Capital Markets, Derivatives, Portfolio Management, Financial Markets, Financial Modeling, Financial Risk, Trading, Investments, Treasury, Credit Risk, Financial Services, Hedging, Banking, Strategy, Bonds, Credit, ABS, Bloomberg, Valuation, Structured Finance, Strategy Development, Treasury Management, Risk, Swaps, Financial Analysis, Management, Capital Management, market risk
Education
The University of Chicago - Booth School of Business 1992 — 1994
MBA, Finance and Economics
Rutgers University-New Brunswick
B.A., Economics, Mathematics, English
U.S. Bank May 2014 - Present
Capital One July 2009 - May 2014
BB&T Corp. September 2004 - June 2009
Drake Management September 2001 - July 2004
J.P. Morgan Securities Inc. September 1994 - February 2001
Salomon Brothers June 1993 - August 1993
Skills
Risk Management, Interest Rate Risk..., Liquidity Risk, ALM, Fixed Income, Capital Markets, Derivatives, Portfolio Management, Financial Markets, Financial Modeling, Financial Risk, Trading, Investments, Treasury, Credit Risk, Financial Services, Hedging, Banking, Strategy, Bonds, Credit, ABS, Bloomberg, Valuation, Structured Finance, Strategy Development, Treasury Management, Risk, Swaps, Financial Analysis, Management, Capital Management, market risk
Education
The University of Chicago - Booth School of Business 1992 — 1994
MBA, Finance and Economics
Rutgers University-New Brunswick
B.A., Economics, Mathematics, English
Ted Stinson Ted Stinson's Salomon Brothers Experience 1993 - 1997
Job VP Worldwide Sales at PernixData
Industry Computer Software
Experience
PernixData 2013 - Present
Quantum 2011 - 2013
Symantec Corp 2004 - 2011
Embark (acquired by TPR) 1999 - 2004
Salomon Brothers 1993 - 1997
Education
Stanford University 1997 — 1999
MBA
University of Notre Dame 1989 — 1993
BA, Econonics
PernixData 2013 - Present
Quantum 2011 - 2013
Symantec Corp 2004 - 2011
Embark (acquired by TPR) 1999 - 2004
Salomon Brothers 1993 - 1997
Education
Stanford University 1997 — 1999
MBA
University of Notre Dame 1989 — 1993
BA, Econonics
Deborah Peckman Deborah Peckman's Salomon Brothers Experience 1997 - 1999
Job Children's Music Teacher
Industry Music
Experience
Goldman Sachs 2001 - 2006
Presideo, Inc. 1999 - 2001
Salomon Brothers 1997 - 1999
Theatreworks USA 1995 - 1997
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Communications
Goldman Sachs 2001 - 2006
Presideo, Inc. 1999 - 2001
Salomon Brothers 1997 - 1999
Theatreworks USA 1995 - 1997
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Communications
Craig Marderstein Craig Marderstein's Salomon Brothers Experience 1985 - 1989
Job Investment Management Professional
Industry Investment Management
Experience
Fordham University January 2003 - Present
Stoneworks Asset Management April 2008 - December 2011
Deutsche Bank 2006 - April 2008
Deutsche Bank 2002 - 2006
Deutsche Bank 1999 - 2002
Rocket Partners (CTA) 1997 - 1999
Bancomer 1994 - 1997
Citi 1990 - 1993
Salomon Brothers 1985 - 1989
Skills
Fixed Income, Risk Management, FX Options, Equity Derivatives, Futures Trading, Commodity Markets, Derivatives, Structured Products, Hedging, Financial Modeling, Trading, Investments, Financial Risk, Emerging Markets, Bonds, Portfolio Management, Mutual Funds, Hedge Funds, Bloomberg
Education
Stanford University 1989 — 1990
Master of Science (MS), Engineering-Economic Systems
Wharton School, University of Pennsylvania 1981 — 1985
Bachelor of Science (BS), Economics
Fordham University January 2003 - Present
Stoneworks Asset Management April 2008 - December 2011
Deutsche Bank 2006 - April 2008
Deutsche Bank 2002 - 2006
Deutsche Bank 1999 - 2002
Rocket Partners (CTA) 1997 - 1999
Bancomer 1994 - 1997
Citi 1990 - 1993
Salomon Brothers 1985 - 1989
Skills
Fixed Income, Risk Management, FX Options, Equity Derivatives, Futures Trading, Commodity Markets, Derivatives, Structured Products, Hedging, Financial Modeling, Trading, Investments, Financial Risk, Emerging Markets, Bonds, Portfolio Management, Mutual Funds, Hedge Funds, Bloomberg
Education
Stanford University 1989 — 1990
Master of Science (MS), Engineering-Economic Systems
Wharton School, University of Pennsylvania 1981 — 1985
Bachelor of Science (BS), Economics
Ed Sellazzo Ed Sellazzo's Salomon Brothers Experience March 1991 - December 1998
Job Director, Corporate Real Estate Solutions at Barclays
Industry Financial Services
Experience
Barclays March 2002 - Present
Salomon Brothers March 1991 - December 1998
Skills
Risk Management, Change Management, Vendor Management, Portfolio Management, Project Management, Financial Services, Banking, Investment Banking, Stakeholder Management, Outsourcing, Financial Risk
Education
Rochester Institute of Technology 1982 — 1986
Bachelor of Science (B.S.), Business Administration and Management, General
Barclays March 2002 - Present
Salomon Brothers March 1991 - December 1998
Skills
Risk Management, Change Management, Vendor Management, Portfolio Management, Project Management, Financial Services, Banking, Investment Banking, Stakeholder Management, Outsourcing, Financial Risk
Education
Rochester Institute of Technology 1982 — 1986
Bachelor of Science (B.S.), Business Administration and Management, General
J Nicholas Acosta J Nicholas Acosta's Salomon Brothers Experience 1985 - 1997
Job Real Estate Sales Associate at Lipply Real Estate
Industry Real Estate
Experience
Lipply Real Estate May 2011 - Present
Deutsche Bank June 2010 - January 2011
DTCC April 2008 - December 2009
Citigroup 2001 - 2008
Citibank 2000 - 2001
Salomon Smith Barney 1998 - 2000
Salomon Brothers 1985 - 1997
Education
Siena College
BS, Finance
Lipply Real Estate May 2011 - Present
Deutsche Bank June 2010 - January 2011
DTCC April 2008 - December 2009
Citigroup 2001 - 2008
Citibank 2000 - 2001
Salomon Smith Barney 1998 - 2000
Salomon Brothers 1985 - 1997
Education
Siena College
BS, Finance
Jennifer McFarlane Jennifer McFarlane's Salomon Brothers Experience 1987 - 1992
Job CFO at Zyomyx
Industry Renewables & Environment
Experience
Zyomyx 2012 - 2014
LanzaTech 2011 - 2012
ClearSpot Energy May 2007 - April 2011
Astia 2004 - 2007
Southern Pacific Petroleum July 1998 - December 2002
Southern Pacific Petroleum 1992 - 2002
Cross Border Enterprises LLC March 1996 - June 1998
Barents Group, KPMG 1993 - 1995
Salomon Brothers 1987 - 1992
Skills
Alternative Energy, Budgets, Business Strategy, Cleantech, Emerging Markets, Entrepreneurship, Finance, Mergers, Mergers, Negotiation, Solar Energy, Start-ups, Strategic Planning, Strategy, Venture Capital, Project Management, M&A experience, Mergers & Acquisitions, Corporate Development, Product Management, Management, Strategic Partnerships
Education
Stanford University Graduate School of Business 1985 — 1987
MBA
UNSW Australia 1977 — 1982
LLB and BSc., Biochem/Organic Chem
Zyomyx 2012 - 2014
LanzaTech 2011 - 2012
ClearSpot Energy May 2007 - April 2011
Astia 2004 - 2007
Southern Pacific Petroleum July 1998 - December 2002
Southern Pacific Petroleum 1992 - 2002
Cross Border Enterprises LLC March 1996 - June 1998
Barents Group, KPMG 1993 - 1995
Salomon Brothers 1987 - 1992
Skills
Alternative Energy, Budgets, Business Strategy, Cleantech, Emerging Markets, Entrepreneurship, Finance, Mergers, Mergers, Negotiation, Solar Energy, Start-ups, Strategic Planning, Strategy, Venture Capital, Project Management, M&A experience, Mergers & Acquisitions, Corporate Development, Product Management, Management, Strategic Partnerships
Education
Stanford University Graduate School of Business 1985 — 1987
MBA
UNSW Australia 1977 — 1982
LLB and BSc., Biochem/Organic Chem
John Schramm John Schramm's Salomon Brothers Experience June 1989 - April 1998
Job Senior Programmer
Industry Banking
Experience
Raymond James Financial Inc. March 2013 - Present
Citigroup August 1999 - March 2013
Salomon Brothers June 1989 - April 1998
Skills
C#, SQL, WCF, Web Service Development
Education
University of South Florida 1998 — 1999
BS, Management Information Systems, General
Southern New Hampshire University 1985 — 1989
Bachelor of Science (BS), Economics
Raymond James Financial Inc. March 2013 - Present
Citigroup August 1999 - March 2013
Salomon Brothers June 1989 - April 1998
Skills
C#, SQL, WCF, Web Service Development
Education
University of South Florida 1998 — 1999
BS, Management Information Systems, General
Southern New Hampshire University 1985 — 1989
Bachelor of Science (BS), Economics
Sanjeev Sardana's Salomon Brothers Experience 1992 - 1996
Job President and CEO at BluePointe Capital Management
Industry Investment Management
Experience
ICC 2011 - Present
BluePointe Capital Management June 2006 - Present
Credit Suisse 1999 - 2006
Salomon Brothers 1992 - 1996
Skills
Private Equity, Venture Capital, Hedge Funds, Asset Management, Investments, Portfolio Management
Education
Thunderbird School of Global Management 1996 — 1998
Rutgers University-New Brunswick 1986 — 1990
BS, Accounting
Mount Saint Mary's
Singularity University Exec Program
ICC 2011 - Present
BluePointe Capital Management June 2006 - Present
Credit Suisse 1999 - 2006
Salomon Brothers 1992 - 1996
Skills
Private Equity, Venture Capital, Hedge Funds, Asset Management, Investments, Portfolio Management
Education
Thunderbird School of Global Management 1996 — 1998
Rutgers University-New Brunswick 1986 — 1990
BS, Accounting
Mount Saint Mary's
Singularity University Exec Program
Burton Yount Burton Yount's Salomon Brothers Experience June 1996 - January 1998
Job User Experience Director at Zoomdata
Industry Design
Experience
Zoomdata September 2012 - Present
Burton Yount Graphic Arts June 2009 - Present
Conjure May 2013 - May 2014
Morgan Stanley/RR Donnelley January 2007 - June 2009
The Blue Note Label Group September 1998 - January 2007
fl.oz. April 1994 - September 1998
Salomon Brothers June 1996 - January 1998
Calfo/Aron Incorporated August 1995 - June 1996
New York School of Interior Design August 1990 - April 1994
Skills
Art Direction, Adobe Creative Suite, Typography, Project Management, Photo Shoots, Pre-press, Copy Editing, Color Management, Mac, InDesign, UX, Photo Retouching, Advertising, Image Manipulation, Logo Design, Brand Development, Corporate Identity, Creative Direction, User Experience, d3.js, HTML 5, JavaScript, Data Visualization, Canvas, Graphic Design, Information Architecture
Education
The University of Texas at Austin 1986 — 1990
Bachelors of Journalism, Public Relations with studies in Layout and Communication Design
New York University, SCPS 2011 — 2012
User Experience, Information Architecture & Usability Coursework
American Graphics Institute 2010 — 2010
Web Design Coursework
School of Visual Arts 1993 — 1994
Art and Design Courses
Zoomdata September 2012 - Present
Burton Yount Graphic Arts June 2009 - Present
Conjure May 2013 - May 2014
Morgan Stanley/RR Donnelley January 2007 - June 2009
The Blue Note Label Group September 1998 - January 2007
fl.oz. April 1994 - September 1998
Salomon Brothers June 1996 - January 1998
Calfo/Aron Incorporated August 1995 - June 1996
New York School of Interior Design August 1990 - April 1994
Skills
Art Direction, Adobe Creative Suite, Typography, Project Management, Photo Shoots, Pre-press, Copy Editing, Color Management, Mac, InDesign, UX, Photo Retouching, Advertising, Image Manipulation, Logo Design, Brand Development, Corporate Identity, Creative Direction, User Experience, d3.js, HTML 5, JavaScript, Data Visualization, Canvas, Graphic Design, Information Architecture
Education
The University of Texas at Austin 1986 — 1990
Bachelors of Journalism, Public Relations with studies in Layout and Communication Design
New York University, SCPS 2011 — 2012
User Experience, Information Architecture & Usability Coursework
American Graphics Institute 2010 — 2010
Web Design Coursework
School of Visual Arts 1993 — 1994
Art and Design Courses
Dmitry Korsunsky Dmitry Korsunsky's Salomon Brothers Experience August 1999 - December 2000
Job Chief Information Officer at OnTimeWorks, Inc.
Industry Information Technology and Services
Experience
OnTimeWorks, Inc. August 2014 - Present
Ecorithm, Inc. November 2013 - Present
Finally Light Bulb Company January 2013 - Present
Kronos March 2012 - July 2014
SaaShr / A Kronos Company August 2002 - March 2012
Prudential Financial May 2001 - August 2002
Morgan Stanley December 2000 - May 2001
Salomon Brothers August 1999 - December 2000
Matlen Silver June 1997 - August 1999
Skills
SaaS, Cloud Computing, Requirements Analysis, Start-ups, Integration, Software Quality..., Enterprise Software, Mobile Devices, Business Analysis, Software Implementation, Agile Methodologies, Security, Software Development, Professional Services, Web Applications, Java, SDLC, PaaS
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 2000
OnTimeWorks, Inc. August 2014 - Present
Ecorithm, Inc. November 2013 - Present
Finally Light Bulb Company January 2013 - Present
Kronos March 2012 - July 2014
SaaShr / A Kronos Company August 2002 - March 2012
Prudential Financial May 2001 - August 2002
Morgan Stanley December 2000 - May 2001
Salomon Brothers August 1999 - December 2000
Matlen Silver June 1997 - August 1999
Skills
SaaS, Cloud Computing, Requirements Analysis, Start-ups, Integration, Software Quality..., Enterprise Software, Mobile Devices, Business Analysis, Software Implementation, Agile Methodologies, Security, Software Development, Professional Services, Web Applications, Java, SDLC, PaaS
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 2000
Andrew Sherman Andrew Sherman's Salomon Brothers Experience June 1992 - December 1993
Job Security Practice Lead at Eden Technologies
Industry Information Technology and Services
Experience
Eden Technologies May 2012 - Present
Sherman Solutions, LLC April 2008 - May 2012
Booz Allen Hamilton November 2011 - February 2012
Credit Suisse October 2008 - November 2011
Morgan Stanley September 1997 - March 2008
Lehman Brothers January 1994 - September 1997
Salomon Brothers June 1992 - December 1993
AT&T Bell Laboratories August 1985 - June 1993
Skills
Security Architecture..., CISSP, Data Security, Internet Security, Unix Administration, Kerberos, PKI, Information Security, Network Security, Requirements..., System Architecture, Unix, Security, Distributed Systems, Enterprise Architecture, Computer Security, Operating Systems, IT Management, IT Strategy, Governance, Disaster Recovery, Integration, System Administration, Business Continuity, Solaris, Information Technology, Vendor Management, Networking, Perl, Infrastructure, Architecture, Linux, Information Security..., Identity Management, Virtualization, Firewalls, Data Center, System Deployment, IT Operations, Architectures
Education
Rensselaer Polytechnic Institute
Ph.D.
Vassar College
MS
Vassar College
AB
Eden Technologies May 2012 - Present
Sherman Solutions, LLC April 2008 - May 2012
Booz Allen Hamilton November 2011 - February 2012
Credit Suisse October 2008 - November 2011
Morgan Stanley September 1997 - March 2008
Lehman Brothers January 1994 - September 1997
Salomon Brothers June 1992 - December 1993
AT&T Bell Laboratories August 1985 - June 1993
Skills
Security Architecture..., CISSP, Data Security, Internet Security, Unix Administration, Kerberos, PKI, Information Security, Network Security, Requirements..., System Architecture, Unix, Security, Distributed Systems, Enterprise Architecture, Computer Security, Operating Systems, IT Management, IT Strategy, Governance, Disaster Recovery, Integration, System Administration, Business Continuity, Solaris, Information Technology, Vendor Management, Networking, Perl, Infrastructure, Architecture, Linux, Information Security..., Identity Management, Virtualization, Firewalls, Data Center, System Deployment, IT Operations, Architectures
Education
Rensselaer Polytechnic Institute
Ph.D.
Vassar College
MS
Vassar College
AB
Roger Kutchaver Roger Kutchaver's Salomon Brothers Experience March 1996 - December 1997
Job Credit Suisse Director of IT Operations Engineering
Industry Information Technology and Services
Experience
Credit Suisse September 2015 - Present
Citi May 2006 - September 2015
Citi Group January 1998 - April 2006
Salomon Brothers March 1996 - December 1997
Salomon Brothers August 1995 - February 1996
Salomon Brothers June 1992 - August 1995
Princeton Financial Systems January 1990 - May 1992
Skills
IT Service Management, Vendor Management, ITIL, IT Management, IT Operations, Risk Management, Security, IT Strategy, Troubleshooting, Infrastructure, Analysis, Process Improvement, Systems Management, System Monitoring, Cloud Computing, Network Administration, Service Delivery, Business Intelligence, Capacity Planning, Operational Risk..., System Architecture, Service Management, Process Engineering, Architecture, Automation, Operating Systems, Professional Services, Problem Analysis, Product Development, Release Management, Transition Management, Risk Assessment, Capacity Management, Software Development, Network Monitoring Tools, Business Continuity
Education
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1988
San Jose State University 1980 — 1982
BA
Credit Suisse September 2015 - Present
Citi May 2006 - September 2015
Citi Group January 1998 - April 2006
Salomon Brothers March 1996 - December 1997
Salomon Brothers August 1995 - February 1996
Salomon Brothers June 1992 - August 1995
Princeton Financial Systems January 1990 - May 1992
Skills
IT Service Management, Vendor Management, ITIL, IT Management, IT Operations, Risk Management, Security, IT Strategy, Troubleshooting, Infrastructure, Analysis, Process Improvement, Systems Management, System Monitoring, Cloud Computing, Network Administration, Service Delivery, Business Intelligence, Capacity Planning, Operational Risk..., System Architecture, Service Management, Process Engineering, Architecture, Automation, Operating Systems, Professional Services, Problem Analysis, Product Development, Release Management, Transition Management, Risk Assessment, Capacity Management, Software Development, Network Monitoring Tools, Business Continuity
Education
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1988
San Jose State University 1980 — 1982
BA
Richard Rock Rocaberte Richard Rock Rocaberte's Salomon Brothers Experience December 1989 - November 1991
Job Product Management at IGT
Industry Computer Software
Experience
IGT June 2013 - Present
AltEgo, LLC January 2011 - March 2013
RightScale November 2009 - December 2010
Rock Rocaberte Technology Management Group July 1999 - December 2010
Spare Backup, Inc June 2007 - March 2008
Software.com (Now Openwave) February 1998 - April 1999
Software.com (now Openwave) September 1996 - February 1998
Software.com (now OpenWave) July 1995 - September 1996
JP Morgan November 1991 - July 1995
Salomon Brothers December 1989 - November 1991
Skills
Cloud Computing, Product Management, Product Marketing, Agile, Business Analysis, Product Development, Program Management, Scrum, Software Development, Software Project..., Product Strategy, Distributed Systems, Business Intelligence, System Architecture, Technical Leadership, MySQL, JavaScript, PHP, HTML, C++, User Interface Design, Technical Writing, SQL, Server Architecture, CSS, Enterprise Software, Architecture, CSM, Certified Scrum Product..., Social Media, Online Gaming, Agile Methodologies, SaaS, Java, Start-ups, Amazon Web Services..., Software Engineering, Strategic Partnerships, Cross-functional Team..., Mobile Devices, User Experience, Agile Project Management, Mobile Applications, SDLC, Monetization
Education
University of California, Los Angeles - The Anderson School of Management 2004 — 2005
MBA
Rensselaer Polytechnic Institute 1982 — 1986
B.S.
Medford High School
IGT June 2013 - Present
AltEgo, LLC January 2011 - March 2013
RightScale November 2009 - December 2010
Rock Rocaberte Technology Management Group July 1999 - December 2010
Spare Backup, Inc June 2007 - March 2008
Software.com (Now Openwave) February 1998 - April 1999
Software.com (now Openwave) September 1996 - February 1998
Software.com (now OpenWave) July 1995 - September 1996
JP Morgan November 1991 - July 1995
Salomon Brothers December 1989 - November 1991
Skills
Cloud Computing, Product Management, Product Marketing, Agile, Business Analysis, Product Development, Program Management, Scrum, Software Development, Software Project..., Product Strategy, Distributed Systems, Business Intelligence, System Architecture, Technical Leadership, MySQL, JavaScript, PHP, HTML, C++, User Interface Design, Technical Writing, SQL, Server Architecture, CSS, Enterprise Software, Architecture, CSM, Certified Scrum Product..., Social Media, Online Gaming, Agile Methodologies, SaaS, Java, Start-ups, Amazon Web Services..., Software Engineering, Strategic Partnerships, Cross-functional Team..., Mobile Devices, User Experience, Agile Project Management, Mobile Applications, SDLC, Monetization
Education
University of California, Los Angeles - The Anderson School of Management 2004 — 2005
MBA
Rensselaer Polytechnic Institute 1982 — 1986
B.S.
Medford High School
Carlton Shumpert Carlton Shumpert's Salomon Brothers Experience January 2000 - May 2001
Job Financial Services Representative at State Employess Credit Union
Industry Telecommunications
Experience
State Employess Credit Union September 2013 - Present
1800 Pack Rat March 2012 - June 2013
Time Warner Cable October 2008 - March 2012
Gifted Hands Tiling June 2001 - September 2008
Salomon Brothers January 2000 - May 2001
SOLÉ H2O October 1994 - December 1999
Sole Spring Water 1994 - 1999
Enterprise Rent-A-Car October 1989 - September 1994
Skills
Recruiting, Telecommunications, Training, Sales, Project Management, Leadership, Sales Operations, Management, Selling, Team Leadership, Team Building, CRM, Cross-functional Team..., Forecasting, Process Improvement, Microsoft Office, Customer Satisfaction, Customer Service
Education
Seton Hall University 1984 — 1989
BS, Computer Science
State Employess Credit Union September 2013 - Present
1800 Pack Rat March 2012 - June 2013
Time Warner Cable October 2008 - March 2012
Gifted Hands Tiling June 2001 - September 2008
Salomon Brothers January 2000 - May 2001
SOLÉ H2O October 1994 - December 1999
Sole Spring Water 1994 - 1999
Enterprise Rent-A-Car October 1989 - September 1994
Skills
Recruiting, Telecommunications, Training, Sales, Project Management, Leadership, Sales Operations, Management, Selling, Team Leadership, Team Building, CRM, Cross-functional Team..., Forecasting, Process Improvement, Microsoft Office, Customer Satisfaction, Customer Service
Education
Seton Hall University 1984 — 1989
BS, Computer Science
Frank DiPaola Frank DiPaola's Salomon Brothers Experience 1988 - 1996
Job Infrastructure and Service Delivery Manager
Industry Information Technology and Services
Experience
Xoriant 2015 - Present
Hewlett-Packard 2014 - 2014
Citi 2004 - 2014
Salomon Smith Barney 1996 - 2004
Salomon Brothers 1988 - 1996
Salomon Brothers 1984 - 1988
Grumman Data Systems 1980 - 1984
Skills
IT Infrastructure..., IT Management, Vendor Management, Project Management, Business Continuity, Disaster Recovery, Risk Management, SDLC, IT Strategy, Trading Systems, PMO, Financial Services, Business Analysis, ITIL, Enterprise Architecture, Program Management, Portfolio Management, Banking, Process Improvement, Fixed Income, Project Portfolio..., Equities, Market Data, Capital Markets
Education
St. John's University
Bachelor of Science, Computer Science
Xoriant 2015 - Present
Hewlett-Packard 2014 - 2014
Citi 2004 - 2014
Salomon Smith Barney 1996 - 2004
Salomon Brothers 1988 - 1996
Salomon Brothers 1984 - 1988
Grumman Data Systems 1980 - 1984
Skills
IT Infrastructure..., IT Management, Vendor Management, Project Management, Business Continuity, Disaster Recovery, Risk Management, SDLC, IT Strategy, Trading Systems, PMO, Financial Services, Business Analysis, ITIL, Enterprise Architecture, Program Management, Portfolio Management, Banking, Process Improvement, Fixed Income, Project Portfolio..., Equities, Market Data, Capital Markets
Education
St. John's University
Bachelor of Science, Computer Science
William C. Powers William C. Powers's Salomon Brothers Experience 1983 - 1988
Job Investor and Philanthropist
Industry Investment Management
Experience
The Strand Partners 2010 - Present
PIMCO 1991 - 2010
Bear Stearns 1988 - 1990
Salomon Brothers 1983 - 1988
Skills
Fixed Income, Hedge Funds, Equities, Investments, Asset Management, Derivatives, Asset Allocation, Wealth Management, Portfolio Management, Bonds
Education
Stanford Graduate School of Business 1981 — 1983
Princeton University 1975 — 1979
St Albans School 1969 — 1975
The Strand Partners 2010 - Present
PIMCO 1991 - 2010
Bear Stearns 1988 - 1990
Salomon Brothers 1983 - 1988
Skills
Fixed Income, Hedge Funds, Equities, Investments, Asset Management, Derivatives, Asset Allocation, Wealth Management, Portfolio Management, Bonds
Education
Stanford Graduate School of Business 1981 — 1983
Princeton University 1975 — 1979
St Albans School 1969 — 1975
Jon Zucker Jon Zucker's Salomon Brothers Experience 1986 - 1990
Job Policy Advisor at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York March 2012 - Present
NumeriX February 2009 - March 2012
Citibank September 2007 - July 2008
Credit Suisse April 2002 - August 2007
NetSchool1 March 2000 - August 2001
Nomura International plc July 1996 - March 2000
Merrill Lynch 1991 - June 1996
The Chase Manhattan Bank 1990 - 1991
Salomon Brothers 1986 - 1990
Skills
Derivatives, Credit Derivatives, Risk Management, Asset Management, Trading, Electronic Trading, Bonds, Credit, Hedge Funds, Market Risk, Equities, Credit Risk, Options, Asset Managment, Capital Markets, Portfolio Management, Financial Markets, Fixed Income, Financial Risk
Education
Stanford University 1979 — 1985
PhD, Economics
University of Wisconsin-Madison 1978 — 1979
MS, Economics
University of Pennsylvania 1971 — 1975
BA, Economics
University of Pennsylvania - The Wharton School 1971 — 1975
BSE, Accounting
Taft School 1967 — 1971
Federal Reserve Bank of New York March 2012 - Present
NumeriX February 2009 - March 2012
Citibank September 2007 - July 2008
Credit Suisse April 2002 - August 2007
NetSchool1 March 2000 - August 2001
Nomura International plc July 1996 - March 2000
Merrill Lynch 1991 - June 1996
The Chase Manhattan Bank 1990 - 1991
Salomon Brothers 1986 - 1990
Skills
Derivatives, Credit Derivatives, Risk Management, Asset Management, Trading, Electronic Trading, Bonds, Credit, Hedge Funds, Market Risk, Equities, Credit Risk, Options, Asset Managment, Capital Markets, Portfolio Management, Financial Markets, Fixed Income, Financial Risk
Education
Stanford University 1979 — 1985
PhD, Economics
University of Wisconsin-Madison 1978 — 1979
MS, Economics
University of Pennsylvania 1971 — 1975
BA, Economics
University of Pennsylvania - The Wharton School 1971 — 1975
BSE, Accounting
Taft School 1967 — 1971
Dan Maltese's Salomon Brothers Experience 1992 - 1998
Job Vice President, Sales, Humana
Industry Insurance
Experience
Humana April 2002 - Present
Merrill Lynch and Prudential Securities 1998 - 2002
Salomon Brothers 1992 - 1998
Skills
Risk Management, Health Insurance, Managed Care, Strategic Planning, Insurance, Financial Analysis, Leadership, Medicare, Process Improvement, Training, Sales Management, Public Speaking, Sales, Finance, Marketing, Long-term Care, Medicaid, Budgets, Strategy, Disability Insurance, Provider Relations, HMO, Marketing Strategy, Employee Benefits, New Business Development, Healthcare, Health Savings Accounts, Medicare Part D, PPO, Health Policy, Network Development, Healthcare Industry, Disease Management, Utilization Management, HIPAA, Brokers, Life Insurance, Healthcare Consulting, Claim, Term Life Insurance, Pharmacy Benefit..., Underwriting, Physicians, Whole Life, Workers Compensation, Fixed Annuities, Physician Relations
Education
Saint Leo University 1993 — 1995
MBA, Business
Saint Leo University 1986 — 1990
BA, Public Administration
Humana April 2002 - Present
Merrill Lynch and Prudential Securities 1998 - 2002
Salomon Brothers 1992 - 1998
Skills
Risk Management, Health Insurance, Managed Care, Strategic Planning, Insurance, Financial Analysis, Leadership, Medicare, Process Improvement, Training, Sales Management, Public Speaking, Sales, Finance, Marketing, Long-term Care, Medicaid, Budgets, Strategy, Disability Insurance, Provider Relations, HMO, Marketing Strategy, Employee Benefits, New Business Development, Healthcare, Health Savings Accounts, Medicare Part D, PPO, Health Policy, Network Development, Healthcare Industry, Disease Management, Utilization Management, HIPAA, Brokers, Life Insurance, Healthcare Consulting, Claim, Term Life Insurance, Pharmacy Benefit..., Underwriting, Physicians, Whole Life, Workers Compensation, Fixed Annuities, Physician Relations
Education
Saint Leo University 1993 — 1995
MBA, Business
Saint Leo University 1986 — 1990
BA, Public Administration
Tom Emerson Tom Emerson's Salomon Brothers Experience 1984 - 1986
Job VP, CitiTrust, Private Bank
Industry Financial Services
Experience
Citi Bank July 2010 - Present
CGI Inc August 2005 - July 2010
JP Morgan Chase October 1987 - October 2003
Salomon Brothers 1984 - 1986
Irving Trust Co 1982 - 1984
Skills
SDLC, Financial Services, Six Sigma, Business Analysis, Risk Management, Vendor Management, IT Strategy, Business Process..., Software Project..., Program Management, Process Improvement, Consulting, Project Portfolio..., Requirements Analysis, Business Intelligence, Project Management, Management Consulting, Banking, Change Management, PMO, Strategy, Wealth Management, Capital Markets, IT Management, Integration, Requirements Gathering, Visio, Governance, Business Transformation, Business Process, Outsourcing, Business Process...
Education
Saint Peter's University
Bachelor of Science (B.S.)
Saint Peters Prep
B.S.
Citi Bank July 2010 - Present
CGI Inc August 2005 - July 2010
JP Morgan Chase October 1987 - October 2003
Salomon Brothers 1984 - 1986
Irving Trust Co 1982 - 1984
Skills
SDLC, Financial Services, Six Sigma, Business Analysis, Risk Management, Vendor Management, IT Strategy, Business Process..., Software Project..., Program Management, Process Improvement, Consulting, Project Portfolio..., Requirements Analysis, Business Intelligence, Project Management, Management Consulting, Banking, Change Management, PMO, Strategy, Wealth Management, Capital Markets, IT Management, Integration, Requirements Gathering, Visio, Governance, Business Transformation, Business Process, Outsourcing, Business Process...
Education
Saint Peter's University
Bachelor of Science (B.S.)
Saint Peters Prep
B.S.
Phil Folz Phil Folz's Salomon Brothers Experience 1986 - 1990
Job Senior Vice President at Chubb & Son Inc
Industry Insurance
Experience
Chubb Insurance January 1990 - Present
Chubb & Son 1990 - Present
Chubb Group of Insurance Companies 1990 - June 2009
Salomon Brothers 1986 - 1990
Skills
Insurance, IT Strategy, Risk Management, Vendor Management, Property & Casualty..., Underwriting, SDLC, Process Improvement, Business Analysis, PMO, Reinsurance, Commercial Insurance, Requirements Gathering, Business Process..., Outsourcing, Financial Services, Change Management, Strategic Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1985
BS, Marketing/Marketing Management, General
Chubb Insurance January 1990 - Present
Chubb & Son 1990 - Present
Chubb Group of Insurance Companies 1990 - June 2009
Salomon Brothers 1986 - 1990
Skills
Insurance, IT Strategy, Risk Management, Vendor Management, Property & Casualty..., Underwriting, SDLC, Process Improvement, Business Analysis, PMO, Reinsurance, Commercial Insurance, Requirements Gathering, Business Process..., Outsourcing, Financial Services, Change Management, Strategic Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1985
BS, Marketing/Marketing Management, General
Evan Oliver Evan Oliver's Salomon Brothers Experience August 1993 - October 1997
Job Owner, VERITY Wealth Advisors, LLC
Industry Financial Services
Experience
VERITY Wealth Advisors January 2003 - Present
Merrill Lynch October 1997 - August 2001
Salomon Brothers August 1993 - October 1997
Skills
Alternative Investments, Mutual Funds, Venture Capital, Start-ups, Portfolio Management, Investments, Asset Managment, Wealth Management, Hedge Funds, Private Equity, Investment Advisory, Entrepreneurship, Strategic Financial..., Asset Allocation, Business Strategy
Education
Stanford University Graduate School of Business 1991 — 1993
MBA, Business
United States Naval Academy 1981 — 1985
BS, Aerospace Engineering
VERITY Wealth Advisors January 2003 - Present
Merrill Lynch October 1997 - August 2001
Salomon Brothers August 1993 - October 1997
Skills
Alternative Investments, Mutual Funds, Venture Capital, Start-ups, Portfolio Management, Investments, Asset Managment, Wealth Management, Hedge Funds, Private Equity, Investment Advisory, Entrepreneurship, Strategic Financial..., Asset Allocation, Business Strategy
Education
Stanford University Graduate School of Business 1991 — 1993
MBA, Business
United States Naval Academy 1981 — 1985
BS, Aerospace Engineering
Drew Guevara Drew Guevara's Salomon Brothers Experience 1990 - 1992
Job Head of Global Technology Investment Banking at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley May 1995 - Present
Morgan Stanley 2001 - 2010
Morgan Stanley 1999 - 2001
Morgan Stanley 1997 - 1999
Morgan Stanley 1995 - 1997
Bear Stearns 1992 - 1995
Salomon Brothers 1990 - 1992
Skills
Investment Banking, Mergers, Corporate Finance, IPO
Education
Stanford University 1986 — 1990
AB, Economics
El Paso High School 1984 — 1986
Stanford University
A.B, Economics
Morgan Stanley May 1995 - Present
Morgan Stanley 2001 - 2010
Morgan Stanley 1999 - 2001
Morgan Stanley 1997 - 1999
Morgan Stanley 1995 - 1997
Bear Stearns 1992 - 1995
Salomon Brothers 1990 - 1992
Skills
Investment Banking, Mergers, Corporate Finance, IPO
Education
Stanford University 1986 — 1990
AB, Economics
El Paso High School 1984 — 1986
Stanford University
A.B, Economics
Barbara Dare's Salomon Brothers Experience 1996 - 1998
Job VP, Business Mgmt Office, MetLife Third Party Distribution
Industry Insurance
Experience
TIAA-CREF May 2013 - June 2014
MetLife 2005 - November 2012
MetLife 2003 - 2005
MetLife 2000 - 2003
MetLife 1998 - 2000
Salomon Brothers 1996 - 1998
Lewis, Birch, & Ricardo LLC 1994 - 1995
KPMG 1993 - 1994
Skills
Business Planning, Strategic Planning, Leadership, Management, Budgets, Insurance, Series 6, Series 7, Retirement Planning, Variable Annuities, Financial Accounting, Financial Analysis, Business Analysis, Fixed Annuities
Education
University of Florida 2001 — 2003
Master's degree, Business Administration, General
Southern Illinois University, Carbondale 1991 — 1992
BA, Accounting
TIAA-CREF May 2013 - June 2014
MetLife 2005 - November 2012
MetLife 2003 - 2005
MetLife 2000 - 2003
MetLife 1998 - 2000
Salomon Brothers 1996 - 1998
Lewis, Birch, & Ricardo LLC 1994 - 1995
KPMG 1993 - 1994
Skills
Business Planning, Strategic Planning, Leadership, Management, Budgets, Insurance, Series 6, Series 7, Retirement Planning, Variable Annuities, Financial Accounting, Financial Analysis, Business Analysis, Fixed Annuities
Education
University of Florida 2001 — 2003
Master's degree, Business Administration, General
Southern Illinois University, Carbondale 1991 — 1992
BA, Accounting
Allan Platt Allan Platt's Salomon Brothers Experience July 1995 - February 1998
Job Managing Partner and COO at Clareo
Industry Management Consulting
Experience
Clareo July 2001 - Present
Northwestern University September 2005 - Present
ExtendMedia, Inc March 2000 - June 2001
Montgomery Securities February 1998 - February 1999
Salomon Brothers July 1995 - February 1998
Andersen Consulting (Accenture) August 1987 - August 1993
Skills
Business Strategy, Financial Management, Entrepreneurship, Start-ups, Strategic Planning, Management Consulting, Mergers, Marketing Strategy, Social Enterprise, Corporate Venture..., Corporate Finance, Due Diligence, Venture Capital, Mergers & Acquisitions, Competitive Analysis, Leadership, Managerial Finance, Business Development, Business Planning, Strategy, Strategic Partnerships, Change Management, Private Equity, Finance, Financial Modeling, Corporate Development, Cross-functional Team..., Strategic Consulting, Executive Management, Innovation Management, Analytics, Acquisition Integration, Market Research, Product Management
Education
Stanford University Graduate School of Business 1993 — 1995
MBA
Stanford University 1983 — 1987
Bachelor of Science (BSc)
Kinkaid School 1976 — 1983
Clareo July 2001 - Present
Northwestern University September 2005 - Present
ExtendMedia, Inc March 2000 - June 2001
Montgomery Securities February 1998 - February 1999
Salomon Brothers July 1995 - February 1998
Andersen Consulting (Accenture) August 1987 - August 1993
Skills
Business Strategy, Financial Management, Entrepreneurship, Start-ups, Strategic Planning, Management Consulting, Mergers, Marketing Strategy, Social Enterprise, Corporate Venture..., Corporate Finance, Due Diligence, Venture Capital, Mergers & Acquisitions, Competitive Analysis, Leadership, Managerial Finance, Business Development, Business Planning, Strategy, Strategic Partnerships, Change Management, Private Equity, Finance, Financial Modeling, Corporate Development, Cross-functional Team..., Strategic Consulting, Executive Management, Innovation Management, Analytics, Acquisition Integration, Market Research, Product Management
Education
Stanford University Graduate School of Business 1993 — 1995
MBA
Stanford University 1983 — 1987
Bachelor of Science (BSc)
Kinkaid School 1976 — 1983
Kathy Tompkins's Salomon Brothers Experience 1989 - 1995
Job Partner at Strategy XXI Partners
Industry Public Relations and Communications
Experience
Strategy XXI Partners February 2014 - Present
The Dilenschneider Group May 2013 - January 2014
Sheffield Haworth January 2005 - April 2013
Warren International 2000 - 2005
Spencer Stuart 1998 - 2000
Salomon Brothers 1989 - 1995
Skills
Business Development, Portfolio Management, Asset Managment, Hedge Funds, Investments, Reputation Management, Corporate Social..., Sustainability, Strategy, Program Management, Public Relations, Marketing Communications, Thought Leadership
Education
New York University - Leonard N. Stern School of Business
MBA
Queens College
Bachelor of Arts (B.A.), Art History and Philosophy, Summa Cum Laude
Strategy XXI Partners February 2014 - Present
The Dilenschneider Group May 2013 - January 2014
Sheffield Haworth January 2005 - April 2013
Warren International 2000 - 2005
Spencer Stuart 1998 - 2000
Salomon Brothers 1989 - 1995
Skills
Business Development, Portfolio Management, Asset Managment, Hedge Funds, Investments, Reputation Management, Corporate Social..., Sustainability, Strategy, Program Management, Public Relations, Marketing Communications, Thought Leadership
Education
New York University - Leonard N. Stern School of Business
MBA
Queens College
Bachelor of Arts (B.A.), Art History and Philosophy, Summa Cum Laude
Sean Glennon Sean Glennon's Salomon Brothers Experience 1985 - 1996
Job Vice President at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. June 2015 - Present
Morgan Stanley 1996 - 2013
Salomon Brothers 1985 - 1996
Morgan Stanley 1983 - 1985
Education
Saint Peter's University
Master of Business Administration (MBA), Management Information Systems and Services
Saint Peter's University
Bachelor's Degree, Business Management / Accounting
JPMorgan Chase & Co. June 2015 - Present
Morgan Stanley 1996 - 2013
Salomon Brothers 1985 - 1996
Morgan Stanley 1983 - 1985
Education
Saint Peter's University
Master of Business Administration (MBA), Management Information Systems and Services
Saint Peter's University
Bachelor's Degree, Business Management / Accounting
Susan Farina Susan Farina's Salomon Brothers Experience 1995 - 1998
Job Financial Services Professional
Industry Financial Services
Experience
Self-employed 2002 - Present
Goldman Sachs, Private Wealth Management 1999 - 2008
RGP 1998 - 1999
Salomon Brothers 1995 - 1998
Education
St. John's University
Bachelor of Science (B.S.), Accounting, Summa Cum Laude
Self-employed 2002 - Present
Goldman Sachs, Private Wealth Management 1999 - 2008
RGP 1998 - 1999
Salomon Brothers 1995 - 1998
Education
St. John's University
Bachelor of Science (B.S.), Accounting, Summa Cum Laude
Rusty Whalen Rusty Whalen's Salomon Brothers Experience January 1978 - March 1983
Job Financial Services Professional
Industry Financial Services
Experience
Aladdin Capital Management May 2007 - March 2009
The Winter Group January 2002 - May 2007
Palm Beach Investment Advisors February 1997 - May 1998
US Trust January 1992 - February 1997
Lomas Securities Corp March 1983 - February 1989
Salomon Brothers January 1978 - March 1983
Skills
MBS, Hedge Funds, Capital Markets, Fixed Income, ABS, Securitization, Banking, Structured Finance, Securities, Equities, Derivatives, Loans, Portfolio Management, Valuation, Asset Management, Structured Products, Alternative Investments, Trading, Mortgage Lending, Credit, Credit Analysis, Private Equity, Financial Structuring, Financial Markets, Series 7, Investments, Bonds, Financial Modeling, Bloomberg, Investment Banking
Education
SMU 1962 — 1966
BS, economics
Southern Methodist University
Aladdin Capital Management May 2007 - March 2009
The Winter Group January 2002 - May 2007
Palm Beach Investment Advisors February 1997 - May 1998
US Trust January 1992 - February 1997
Lomas Securities Corp March 1983 - February 1989
Salomon Brothers January 1978 - March 1983
Skills
MBS, Hedge Funds, Capital Markets, Fixed Income, ABS, Securitization, Banking, Structured Finance, Securities, Equities, Derivatives, Loans, Portfolio Management, Valuation, Asset Management, Structured Products, Alternative Investments, Trading, Mortgage Lending, Credit, Credit Analysis, Private Equity, Financial Structuring, Financial Markets, Series 7, Investments, Bonds, Financial Modeling, Bloomberg, Investment Banking
Education
SMU 1962 — 1966
BS, economics
Southern Methodist University
Erik Norrgard Erik Norrgard's Salomon Brothers Experience 1983 - 1989
Job Alternative Investment, Portfolio Management, Business Development, CFA
Industry Financial Services
Experience
NorthHouse Advisors, LLC January 2003 - Present
Iron Peak Capital Management, LLC June 2006 - December 2011
HVB Americas, Inc 2001 - 2004
CAL FP 2000 - 2001
Daiwa Securities 1997 - 1999
Bear Stearns 1994 - 1997
Lehman Brothers 1991 - 1994
Baring Securities 1989 - 1991
Salomon Brothers 1983 - 1989
Merrill Lynch 1981 - 1983
Skills
Trading, Deal Structuring, Multi-Strategy..., Mortgage Backed Debt..., Emerging Market..., Trading Desk..., Capital & Fund Raising, Hedge Fund Due Diligence, P&L/Budget Management, Structured Product..., Quantitative Research &..., Risk Management &..., Staff Management &..., Hedge Fund of Funds, Product Development, Investments, Due Diligence, Hedge Funds, Asset Managment, Fixed Income, Emerging Markets, Business Development, Structured Products, Mutual Funds, Private Equity, Bonds, Negotiation, Fund Of Funds, Hedging, Alternative Investments, Financial Markets, Financial Services, Risk Management, Valuation, Portfolio Management, Securities, Asset Management, Derivatives, Investment Advisory, Joint Ventures, Financial Modeling, Investment Banking, Finance, Strategy, Equities, Capital Markets, Bloomberg, Financial Structuring, Start-ups, Equity Research
Education
Saint Lawrence University 1977 — 1981
BS, Psychology/ Economics
greenwich high school
NorthHouse Advisors, LLC January 2003 - Present
Iron Peak Capital Management, LLC June 2006 - December 2011
HVB Americas, Inc 2001 - 2004
CAL FP 2000 - 2001
Daiwa Securities 1997 - 1999
Bear Stearns 1994 - 1997
Lehman Brothers 1991 - 1994
Baring Securities 1989 - 1991
Salomon Brothers 1983 - 1989
Merrill Lynch 1981 - 1983
Skills
Trading, Deal Structuring, Multi-Strategy..., Mortgage Backed Debt..., Emerging Market..., Trading Desk..., Capital & Fund Raising, Hedge Fund Due Diligence, P&L/Budget Management, Structured Product..., Quantitative Research &..., Risk Management &..., Staff Management &..., Hedge Fund of Funds, Product Development, Investments, Due Diligence, Hedge Funds, Asset Managment, Fixed Income, Emerging Markets, Business Development, Structured Products, Mutual Funds, Private Equity, Bonds, Negotiation, Fund Of Funds, Hedging, Alternative Investments, Financial Markets, Financial Services, Risk Management, Valuation, Portfolio Management, Securities, Asset Management, Derivatives, Investment Advisory, Joint Ventures, Financial Modeling, Investment Banking, Finance, Strategy, Equities, Capital Markets, Bloomberg, Financial Structuring, Start-ups, Equity Research
Education
Saint Lawrence University 1977 — 1981
BS, Psychology/ Economics
greenwich high school
Bonnie Platt Bonnie Platt's Salomon Brothers Experience June 1982 - June 1984
Job Broker Associate at Berkshire Hathaway Home Services California Properties
Industry Real Estate
Experience
Berkshire Hathaway HomeServices California Properties December 2009 - Present
Kidder Peabody June 1984 - 1987
Salomon Brothers June 1982 - June 1984
Skills
Short Sales, Buyer Representation, REO, Sellers, Foreclosures, Investment Properties, Real Estate Transactions, New Home Sales, Real Estate Economics, First Time Home Buyers, Relocation, Move Up Buyers, Single Family Homes, Listings, Income Properties, Vacation Homes, Buyers, Relocation Buyers, Investors, Home Staging, New Homes, Seller Representation
Education
University of California, Los Angeles - The Anderson School of Management 1981 — 1983
MBA, Finance
Stanford University 1974 — 1978
BA, Econoomics
Berkshire Hathaway HomeServices California Properties December 2009 - Present
Kidder Peabody June 1984 - 1987
Salomon Brothers June 1982 - June 1984
Skills
Short Sales, Buyer Representation, REO, Sellers, Foreclosures, Investment Properties, Real Estate Transactions, New Home Sales, Real Estate Economics, First Time Home Buyers, Relocation, Move Up Buyers, Single Family Homes, Listings, Income Properties, Vacation Homes, Buyers, Relocation Buyers, Investors, Home Staging, New Homes, Seller Representation
Education
University of California, Los Angeles - The Anderson School of Management 1981 — 1983
MBA, Finance
Stanford University 1974 — 1978
BA, Econoomics
Paula Scott, CSSBB, PMP's Salomon Brothers Experience 1994 - 1996
Job IT Project Manager/Six Sigma Black Belt
Industry Wireless
Experience
Smith & Nephew March 2015 - Present
Syniverse Technologies 2008 - 2014
Syniverse 2007 - 2008
Syniverse 2002 - 2007
Syniverse 1996 - 2002
Salomon Brothers 1994 - 1996
Leading Market Technologies 1992 - 1994
Skills
Six Sigma, Telecommunications, PMP, Roaming, Integration, Wireless, Mobile Devices, Product Management, Vendor Management, Cross-functional Team..., Cloud Computing, Data Center, Testing, CDMA, SS7, SMS, Pre-sales, Management, Program Management, LTE, Mobile Technology, GSM, IP, Project Management, Process Improvement, Black Belt, Software Project..., VAS, SIP, Mobile Communications, Requirements Analysis, Change Management, Software Development, VoIP, SDLC, Team Building, Performance Metrics, Strategic Planning, Product Development, Financial Services, Disaster Recovery, Business Analysis, Business Process, Strategy, Networking, Leadership, Agile Methodologies, Databases, ITIL, Medical Devices
Education
Rensselaer Polytechnic Institute 1986 — 1987
Master's Degree, Industrial Engineering
Rensselaer Polytechnic Institute 1982 — 1986
Bachelor's Degree, Industrial Engineering, Magna Cum Laude
The George Washington University - School of Business 2006 — 2007
Master's Certificate in IT Project Management
Smith & Nephew March 2015 - Present
Syniverse Technologies 2008 - 2014
Syniverse 2007 - 2008
Syniverse 2002 - 2007
Syniverse 1996 - 2002
Salomon Brothers 1994 - 1996
Leading Market Technologies 1992 - 1994
Skills
Six Sigma, Telecommunications, PMP, Roaming, Integration, Wireless, Mobile Devices, Product Management, Vendor Management, Cross-functional Team..., Cloud Computing, Data Center, Testing, CDMA, SS7, SMS, Pre-sales, Management, Program Management, LTE, Mobile Technology, GSM, IP, Project Management, Process Improvement, Black Belt, Software Project..., VAS, SIP, Mobile Communications, Requirements Analysis, Change Management, Software Development, VoIP, SDLC, Team Building, Performance Metrics, Strategic Planning, Product Development, Financial Services, Disaster Recovery, Business Analysis, Business Process, Strategy, Networking, Leadership, Agile Methodologies, Databases, ITIL, Medical Devices
Education
Rensselaer Polytechnic Institute 1986 — 1987
Master's Degree, Industrial Engineering
Rensselaer Polytechnic Institute 1982 — 1986
Bachelor's Degree, Industrial Engineering, Magna Cum Laude
The George Washington University - School of Business 2006 — 2007
Master's Certificate in IT Project Management
Sai Mupharaphu Sai Mupharaphu's Salomon Brothers Experience October 1996 - September 1997
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs August 2007 - Present
CITIGROUP 1997 - 2007
Citi 1997 - 2007
Salomon Brothers October 1996 - September 1997
VETRI SOFTWARE PVT LTD January 1996 - September 1996
CATS Software Pvt Ltd July 1992 - May 1994
Skills
Trading Systems, Electronic Trading, Market Data, Prime Brokerage, Equities, Capital Markets, Fixed Income, Equity Derivatives, Derivatives, Middle Office, Investment Banking, Credit Derivatives, Sybase, Low Latency, Business Analysis, SDLC
Education
Stevens Institute of Technology 2001 — 2002
M.S., Management Information Systems
Sri Sathya Sai Institute of Higher Learning 1994 — 1995
Master's, Computer Science and Engg
University of Madras 1988 — 1992
Bachelors, Computer Science and Engg
Goldman Sachs August 2007 - Present
CITIGROUP 1997 - 2007
Citi 1997 - 2007
Salomon Brothers October 1996 - September 1997
VETRI SOFTWARE PVT LTD January 1996 - September 1996
CATS Software Pvt Ltd July 1992 - May 1994
Skills
Trading Systems, Electronic Trading, Market Data, Prime Brokerage, Equities, Capital Markets, Fixed Income, Equity Derivatives, Derivatives, Middle Office, Investment Banking, Credit Derivatives, Sybase, Low Latency, Business Analysis, SDLC
Education
Stevens Institute of Technology 2001 — 2002
M.S., Management Information Systems
Sri Sathya Sai Institute of Higher Learning 1994 — 1995
Master's, Computer Science and Engg
University of Madras 1988 — 1992
Bachelors, Computer Science and Engg
Phil Adil Phil Adil's Salomon Brothers Experience 1989 - 1994
Job Senior Business Analyst/Assistant Vice President
Industry Investment Management
Experience
HighMark Capital Management June 2006 - Present
SEI October 2005 - June 2006
Wachovia Securities March 2004 - April 2005
WaMu Capital June 2003 - January 2004
Union Bank of California April 1998 - March 2002
Morgan Stanley 1996 - 1998
Kidder Peabody 1993 - 1994
Salomon Brothers 1989 - 1994
Goldman Sachs 1986 - 1988
Merrill Lynch 1985 - 1986
Skills
Middle Office, Order Management, Reconciliation, Business Requirements, Securities, Account Reconciliation
Education
Rutgers University 1981 — 1985
BA, Economics
Dwight Englewood 1975 — 1981
H.S., College Prep
HighMark Capital Management June 2006 - Present
SEI October 2005 - June 2006
Wachovia Securities March 2004 - April 2005
WaMu Capital June 2003 - January 2004
Union Bank of California April 1998 - March 2002
Morgan Stanley 1996 - 1998
Kidder Peabody 1993 - 1994
Salomon Brothers 1989 - 1994
Goldman Sachs 1986 - 1988
Merrill Lynch 1985 - 1986
Skills
Middle Office, Order Management, Reconciliation, Business Requirements, Securities, Account Reconciliation
Education
Rutgers University 1981 — 1985
BA, Economics
Dwight Englewood 1975 — 1981
H.S., College Prep
Eric Chen Eric Chen's Salomon Brothers Experience 1995 - 1998
Job Early Stage Investor
Industry Venture Capital & Private Equity
Experience
Uj Ventures April 2011 - Present
WI Harper September 2010 - Present
Equilibrium Investments June 2009 - Present
WI Harper October 2005 - September 2010
Tiny Prints April 2004 - August 2006
E2open November 2000 - April 2004
Level 3 Communications 1999 - 1999
Salomon Brothers 1995 - 1998
Skills
Start-ups, Venture Capital, Strategy, Business Development, Entrepreneurship, Strategic Partnerships, Business Strategy, E-commerce, Investments, Management, Mergers & Acquisitions, Corporate Development
Education
Stanford University Graduate School of Business 1998 — 2000
MBA, Business Administration
Stanford University 1991 — 1995
BS, Industrial Engineering
Uj Ventures April 2011 - Present
WI Harper September 2010 - Present
Equilibrium Investments June 2009 - Present
WI Harper October 2005 - September 2010
Tiny Prints April 2004 - August 2006
E2open November 2000 - April 2004
Level 3 Communications 1999 - 1999
Salomon Brothers 1995 - 1998
Skills
Start-ups, Venture Capital, Strategy, Business Development, Entrepreneurship, Strategic Partnerships, Business Strategy, E-commerce, Investments, Management, Mergers & Acquisitions, Corporate Development
Education
Stanford University Graduate School of Business 1998 — 2000
MBA, Business Administration
Stanford University 1991 — 1995
BS, Industrial Engineering
Alexander Lucero Alexander Lucero's Salomon Brothers Experience June 1994 - December 1997
Job Managing Director at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2015 - Present
Wells Fargo July 2013 - Present
Experian Marketing Services UK March 2012 - July 2013
Citi March 1998 - March 2012
Salomon Smith Barney January 1998 - March 1999
Salomon Brothers June 1994 - December 1997
Skills
Analytics, Banking, Business Analysis, CISSP, Data Center, Electronic Trading, Enterprise Architecture, Equities, Equity Capital Markets, Equity Derivatives, Equity Trading, Financial Analysis, Financial Services, Fixed Income, Hedge Funds, IT Strategy, Integration, Leadership, Loyalty Marketing, Management, Market Data, Marketing Strategy, Options, Oracle, Project Management, Risk Management, SDLC, SaaS, SharePoint, Software Project..., Strategic Financial..., Sybase, Trading, Trading Systems, Vendor Management, FX Options
Education
Rutgers University-New Brunswick 1990 — 1994
BA and BS, Mathematics and Computer Science
Wells Fargo February 2015 - Present
Wells Fargo July 2013 - Present
Experian Marketing Services UK March 2012 - July 2013
Citi March 1998 - March 2012
Salomon Smith Barney January 1998 - March 1999
Salomon Brothers June 1994 - December 1997
Skills
Analytics, Banking, Business Analysis, CISSP, Data Center, Electronic Trading, Enterprise Architecture, Equities, Equity Capital Markets, Equity Derivatives, Equity Trading, Financial Analysis, Financial Services, Fixed Income, Hedge Funds, IT Strategy, Integration, Leadership, Loyalty Marketing, Management, Market Data, Marketing Strategy, Options, Oracle, Project Management, Risk Management, SDLC, SaaS, SharePoint, Software Project..., Strategic Financial..., Sybase, Trading, Trading Systems, Vendor Management, FX Options
Education
Rutgers University-New Brunswick 1990 — 1994
BA and BS, Mathematics and Computer Science
Ashley Cooper Ashley Cooper's Salomon Brothers Experience January 1988 - January 1994
Job Managing Director at The Seaport Group
Industry Financial Services
Experience
The Seaport Group January 2011 - Present
Wind Rose Holdings January 2010 - December 2010
The Eden Club June 2008 - December 2010
Oak Ridge Asset Management March 2008 - December 2010
The Trump Organization January 2002 - March 2007
Cooper Downs Development January 1998 - February 2002
Nationsbank Montgomery Secuities January 1997 - August 1998
Lehman Brothers January 1995 - December 1996
Salomon Brothers January 1988 - January 1994
Skills
Due Diligence, Management, Mergers, Asset Managment, Private Equity, Sales, Start-ups, Mergers & Acquisitions, Marketing, Investments, Finance, Corporate Development, Commercial Real Estate, Real Estate, CRM, Asset Management, Negotiation, New Business Development, Golf, Strategic Leadership, Valuation, Communication, Business Process, Marketing Strategy, Bonds, Business Development, Investment Banking, Ethics, Strategic Planning, Mutual Funds, Financial Services
Education
Ripon College 1978 — 1982
The Seaport Group January 2011 - Present
Wind Rose Holdings January 2010 - December 2010
The Eden Club June 2008 - December 2010
Oak Ridge Asset Management March 2008 - December 2010
The Trump Organization January 2002 - March 2007
Cooper Downs Development January 1998 - February 2002
Nationsbank Montgomery Secuities January 1997 - August 1998
Lehman Brothers January 1995 - December 1996
Salomon Brothers January 1988 - January 1994
Skills
Due Diligence, Management, Mergers, Asset Managment, Private Equity, Sales, Start-ups, Mergers & Acquisitions, Marketing, Investments, Finance, Corporate Development, Commercial Real Estate, Real Estate, CRM, Asset Management, Negotiation, New Business Development, Golf, Strategic Leadership, Valuation, Communication, Business Process, Marketing Strategy, Bonds, Business Development, Investment Banking, Ethics, Strategic Planning, Mutual Funds, Financial Services
Education
Ripon College 1978 — 1982
Bob Willmot's Salomon Brothers Experience June 1994 - January 1998
Job Director, Equity Linked Technology at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2011 - Present
Credit Suisse 2008 - April 2011
Bank of America 1998 - 2007
Salomon Brothers June 1994 - January 1998
Education
Rutgers University-New Brunswick 1990 — 1994
BS, Electrical and Computer Engineering
Bank of America Merrill Lynch April 2011 - Present
Credit Suisse 2008 - April 2011
Bank of America 1998 - 2007
Salomon Brothers June 1994 - January 1998
Education
Rutgers University-New Brunswick 1990 — 1994
BS, Electrical and Computer Engineering
Caryn Casino Caryn Casino's Salomon Brothers Experience June 1975 - May 1986
Job Global Administrator at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank July 2010 - October 2013
UBS 2000 - 2010
Salomon Brothers June 1975 - May 1986
Skills
Executive Office..., Office Management, Microsoft Office, Event Planning, Strategic Planning, Event Management, Marketing Communications, Marketing, Customer Service
Education
Queensborough Community College
John Adams High School
UBS Investment Bank July 2010 - October 2013
UBS 2000 - 2010
Salomon Brothers June 1975 - May 1986
Skills
Executive Office..., Office Management, Microsoft Office, Event Planning, Strategic Planning, Event Management, Marketing Communications, Marketing, Customer Service
Education
Queensborough Community College
John Adams High School
Scott Forrest's Salomon Brothers Experience September 1997 - February 2000
Job Director of Investment Operations
Industry Financial Services
Experience
S.C. Retirement System Investment Commission December 2013 - Present
Windcrest Discovery Investments LLC April 2005 - February 2012
National Hall Capital LLC November 2004 - March 2005
Dialectic Capital Management May 2003 - November 2004
Twin Capital Management LLC February 2000 - May 2004
Salomon Brothers September 1997 - February 2000
Skills
Hedge Funds, Asset Management, Private Equity, Risk Management, Portfolio Management, Valuation
Education
Saint Leo University 2010 — 2011
MBA, Business Administration and Management, General
S.C. Retirement System Investment Commission December 2013 - Present
Windcrest Discovery Investments LLC April 2005 - February 2012
National Hall Capital LLC November 2004 - March 2005
Dialectic Capital Management May 2003 - November 2004
Twin Capital Management LLC February 2000 - May 2004
Salomon Brothers September 1997 - February 2000
Skills
Hedge Funds, Asset Management, Private Equity, Risk Management, Portfolio Management, Valuation
Education
Saint Leo University 2010 — 2011
MBA, Business Administration and Management, General
William Salter William Salter's Salomon Brothers Experience 1994 - 1997
Job Managing Director at Citigroup
Industry Financial Services
Experience
Citigroup 2004 - Present
Value Improvement Associates 2002 - 2004
PwC, Management Consulting Services 1999 - 2002
Citigroup 1997 - 1999
Salomon Brothers 1994 - 1997
Coopers & Lybrand Consulting 1987 - 1994
ADP Brokerage Services Division 1980 - 1987
Skills
Risk Management, Organizational..., Brokerage
Education
St. John's College 1976 — 1979
BA, Liberal Arts (Philosophy, Mathematics)
Citigroup 2004 - Present
Value Improvement Associates 2002 - 2004
PwC, Management Consulting Services 1999 - 2002
Citigroup 1997 - 1999
Salomon Brothers 1994 - 1997
Coopers & Lybrand Consulting 1987 - 1994
ADP Brokerage Services Division 1980 - 1987
Skills
Risk Management, Organizational..., Brokerage
Education
St. John's College 1976 — 1979
BA, Liberal Arts (Philosophy, Mathematics)
kimberly azizy kimberly azizy's Salomon Brothers Experience August 1992 - 1995
Job Director at Cushman & Wakefield
Industry Real Estate
Experience
Cushman & Wakefield June 2011 - Present
Charlotte Management June 1999 - August 2011
Prosofttraining.com March 1998 - April 1999
Salomon Brothers August 1992 - 1995
Hunt Petroleum Corporation (Forbes 400 Family Office) August 1989 - August 1990
Deloitte January 1988 - December 1988
Skills
Investments, Brokerage, Real Estate Economics, Portfolio Management, Commercial Real Estate, Asset Management, Asset Managment, Real Estate, Disposition, Investment Properties, Leases, Finance, Real Estate Financing, Property Management, Valuation, Investor Relations, Property, Equities, Investors, Loans, Mortgage Lending, Acquisitions, Private Equity, Financial Modeling, Leadership, Real Estate Development, Hedge Funds, Tenant, Real Estate Transactions, REO, Residential Homes, Contract Negotiation, Due Diligence, Structured Finance, Financial Analysis, Wealth Management, Derivatives, Capital Markets, Securities, Corporate Real Estate, Financial Structuring, Mergers & Acquisitions, Location Intelligence, Lease Negotiations, Accounting, Asset Allocation, Bonds, Debt & Equity Financing, Stocks, Economics
Education
The University of Texas at Austin - Red McCombs School of Business 1990 — 1992
MBA, Finance, 3.8
University of Minnesota-Twin Cities 1985 — 1988
B.S., Accounting, 3.6
Southern Methodist University 1984 — 1985
Albert Lea Senior High
Valedictorian 4.0
Cushman & Wakefield June 2011 - Present
Charlotte Management June 1999 - August 2011
Prosofttraining.com March 1998 - April 1999
Salomon Brothers August 1992 - 1995
Hunt Petroleum Corporation (Forbes 400 Family Office) August 1989 - August 1990
Deloitte January 1988 - December 1988
Skills
Investments, Brokerage, Real Estate Economics, Portfolio Management, Commercial Real Estate, Asset Management, Asset Managment, Real Estate, Disposition, Investment Properties, Leases, Finance, Real Estate Financing, Property Management, Valuation, Investor Relations, Property, Equities, Investors, Loans, Mortgage Lending, Acquisitions, Private Equity, Financial Modeling, Leadership, Real Estate Development, Hedge Funds, Tenant, Real Estate Transactions, REO, Residential Homes, Contract Negotiation, Due Diligence, Structured Finance, Financial Analysis, Wealth Management, Derivatives, Capital Markets, Securities, Corporate Real Estate, Financial Structuring, Mergers & Acquisitions, Location Intelligence, Lease Negotiations, Accounting, Asset Allocation, Bonds, Debt & Equity Financing, Stocks, Economics
Education
The University of Texas at Austin - Red McCombs School of Business 1990 — 1992
MBA, Finance, 3.8
University of Minnesota-Twin Cities 1985 — 1988
B.S., Accounting, 3.6
Southern Methodist University 1984 — 1985
Albert Lea Senior High
Valedictorian 4.0
Stephen D. Santini Stephen D. Santini's Salomon Brothers Experience 1984 - 1998
Job Identity and Access Mangement Executive at Bank of America
Industry Financial Services
Experience
Bank of America August 2012 - Present
Bank of America March 2009 - August 2012
Bank of America March 2006 - February 2009
Banc of America Securities January 1998 - March 2006
Salomon Brothers 1984 - 1998
BBDO 1983 - 1983
Skills
Trading Systems, Equities, Investment Banking, Risk Management, Financial Risk, Fixed Income, Capital Markets, Portfolio Management, Equity Derivatives, Derivatives, Vendor Management, Banking, Enterprise Architecture, Data Center, Application Managment, Applications, Management, Trading, ITIL, IT Strategy, Electronic Trading, Cloud Computing, Strategy, Executive Management, Credit Derivatives, Prime Brokerage, Integration, Financial Services, Operational Risk, Structured Products, Infrastructure, Mergers & Acquisitions, Security, Enterprise Software, Hedge Funds, SDLC, Business Analysis, Leadership, Equity Trading
Education
Saint Bonaventure University 1979 — 1983
Bank of America August 2012 - Present
Bank of America March 2009 - August 2012
Bank of America March 2006 - February 2009
Banc of America Securities January 1998 - March 2006
Salomon Brothers 1984 - 1998
BBDO 1983 - 1983
Skills
Trading Systems, Equities, Investment Banking, Risk Management, Financial Risk, Fixed Income, Capital Markets, Portfolio Management, Equity Derivatives, Derivatives, Vendor Management, Banking, Enterprise Architecture, Data Center, Application Managment, Applications, Management, Trading, ITIL, IT Strategy, Electronic Trading, Cloud Computing, Strategy, Executive Management, Credit Derivatives, Prime Brokerage, Integration, Financial Services, Operational Risk, Structured Products, Infrastructure, Mergers & Acquisitions, Security, Enterprise Software, Hedge Funds, SDLC, Business Analysis, Leadership, Equity Trading
Education
Saint Bonaventure University 1979 — 1983
Dr. Tim Coville Dr. Tim Coville's Salomon Brothers Experience November 1985 - June 1988
Job Associate Professor at St. John's University
Industry Accounting
Experience
St. John's University September 2009 - Present
St. John's University September 2009 - Present
SUNY College at Old Westbury January 2007 - September 2009
ABN AMRO July 2001 - June 2002
Deutsche Bank July 1999 - June 2001
Bankers Trust 1988 - 1996
Salomon Brothers November 1985 - June 1988
Salomon Brothers Asset Management 1985 - 1988
Ernst & Whinney January 1983 - March 1985
Ernst & Young 1983 - 1985
Skills
Financial Analysis, Accounting, Finance, Risk Management, PowerPoint, Derivatives, Fixed Income, Forecasting, Financial Accounting, Management, Public Speaking, QuickBooks, Research, Capital Markets, Credit, Trading, Team Building, Credit Derivatives, Financial Reporting, Investments, Internal Controls, Microsoft Excel, Data Analysis, Business Analysis, Corporate Finance, Financial Modeling, Nonprofits, Account Reconciliation, Tax, Business Strategy, Auditing, Budgets, Economics, Financial Risk, Statistics, Project Management, Leadership, General Ledger, Business Planning, Analysis, Microsoft Word, Strategic Planning, Microsoft Office, Valuation, Quantitative Analytics, Higher Education, Econometrics, Teaching, Bloomberg, Access
Education
Rutgers, The State University of New Jersey-Newark 2003 — 2008
Ph.D., Management & Accounting
New York University - Leonard N. Stern School of Business 1986 — 1989
MBA, Finance
University at Albany, SUNY 1980 — 1982
B.S., Double Major Economics & Accounting
Cayuga County Community College 1979 — 1980
A.A.S., Business Administration
Baldwinsville, NY's High School
Baldwinsville, NY's High School
St. John's University September 2009 - Present
St. John's University September 2009 - Present
SUNY College at Old Westbury January 2007 - September 2009
ABN AMRO July 2001 - June 2002
Deutsche Bank July 1999 - June 2001
Bankers Trust 1988 - 1996
Salomon Brothers November 1985 - June 1988
Salomon Brothers Asset Management 1985 - 1988
Ernst & Whinney January 1983 - March 1985
Ernst & Young 1983 - 1985
Skills
Financial Analysis, Accounting, Finance, Risk Management, PowerPoint, Derivatives, Fixed Income, Forecasting, Financial Accounting, Management, Public Speaking, QuickBooks, Research, Capital Markets, Credit, Trading, Team Building, Credit Derivatives, Financial Reporting, Investments, Internal Controls, Microsoft Excel, Data Analysis, Business Analysis, Corporate Finance, Financial Modeling, Nonprofits, Account Reconciliation, Tax, Business Strategy, Auditing, Budgets, Economics, Financial Risk, Statistics, Project Management, Leadership, General Ledger, Business Planning, Analysis, Microsoft Word, Strategic Planning, Microsoft Office, Valuation, Quantitative Analytics, Higher Education, Econometrics, Teaching, Bloomberg, Access
Education
Rutgers, The State University of New Jersey-Newark 2003 — 2008
Ph.D., Management & Accounting
New York University - Leonard N. Stern School of Business 1986 — 1989
MBA, Finance
University at Albany, SUNY 1980 — 1982
B.S., Double Major Economics & Accounting
Cayuga County Community College 1979 — 1980
A.A.S., Business Administration
Baldwinsville, NY's High School
Baldwinsville, NY's High School
Gerald Corrigan Gerald Corrigan's Salomon Brothers Experience May 1985 - December 1985
Job Law Enforcement Professional
Industry Law Enforcement
Experience
New York City Police Department July 2006 - November 2014
New York City Police Department March 2001 - June 2006
New York City Police Department June 1999 - February 2001
NYPD March 1997 - 1998
New York City Board of Education January 1988 - June 1988
Salomon Brothers May 1985 - December 1985
Skills
Police, Criminal Investigations, Criminal Justice, Firearms, Public Safety, Patrol, Crime Prevention, Interrogation, Evidence, Law Enforcement, Investigation, Policy, Supervisory Skills, Training, Executive Protection, Active Shooter, Undercover, Physical Security, Field Training, Tactics, Security Operations, Homeland Security, Emergency Management, Internal Investigations, Surveillance, Counterterrorism, First Responder, Protection, NIMS, Workplace Violence, Community Policing, Weapons, Criminal Law, Crisis Management, Management, Fraud, Security Management, Government, Preparedness, Incident Command, Police Training, Security Training, Emergency Services
Education
St. John's University 1981 — 1985
Bachelor of Science (B.S.), Accounting
Seton Hall University
Masters Program, Human Resources and Training
New York City Police Department July 2006 - November 2014
New York City Police Department March 2001 - June 2006
New York City Police Department June 1999 - February 2001
NYPD March 1997 - 1998
New York City Board of Education January 1988 - June 1988
Salomon Brothers May 1985 - December 1985
Skills
Police, Criminal Investigations, Criminal Justice, Firearms, Public Safety, Patrol, Crime Prevention, Interrogation, Evidence, Law Enforcement, Investigation, Policy, Supervisory Skills, Training, Executive Protection, Active Shooter, Undercover, Physical Security, Field Training, Tactics, Security Operations, Homeland Security, Emergency Management, Internal Investigations, Surveillance, Counterterrorism, First Responder, Protection, NIMS, Workplace Violence, Community Policing, Weapons, Criminal Law, Crisis Management, Management, Fraud, Security Management, Government, Preparedness, Incident Command, Police Training, Security Training, Emergency Services
Education
St. John's University 1981 — 1985
Bachelor of Science (B.S.), Accounting
Seton Hall University
Masters Program, Human Resources and Training
Peter Plaut's Salomon Brothers Experience June 1993 - June 1999
Job Head of Private Placement Origination and Distribution
Industry Financial Services
Experience
Penserra Securities LLC August 2012 - Present
Global Hunter Securities December 2011 - July 2012
MF Global May 2011 - November 2011
Jefferies & Company January 2011 - May 2011
BTIG July 2009 - January 2011
Hovde Capital November 2008 - June 2009
Imperial Capital March 2008 - October 2008
Sanno Point Capital August 2006 - April 2008
Bank of America June 1999 - July 2006
Salomon Brothers June 1993 - June 1999
Skills
HY/Distressed Sales, HY/Distressed/Equity..., Product Sourcing, Portfolio Management, CMBS, Research, Fixed Income, Hedge Funds, Equities, Structured Products, High Yield, Emerging Markets, Bonds, Investments, Credit, Commodity, Equity Research, Securities, Trading, Leveraged Finance, Banking, Financial Markets, Alternative Investments, Asset Management, Investment Banking, Derivatives, Economics, Bloomberg, Loans, Capital Markets, Equity Derivatives, Structured Finance, Private Equity, Finance, Financial Risk, Financial Institutions, Credit Derivatives, Valuation, Electronic Trading, Equity Trading, Series 63, Capital, Financial Modeling, Trading Systems, Collaborative Problem..., Cross Functional Team...
Education
Rensselaer Polytechnic Institute 1985 — 1989
BS, Management Information Systems, Economics, Computer Science
Rensselaer Polytechnic Institute 1985 — 1989
Bachelor of Science, Management Information Systems
Penserra Securities LLC August 2012 - Present
Global Hunter Securities December 2011 - July 2012
MF Global May 2011 - November 2011
Jefferies & Company January 2011 - May 2011
BTIG July 2009 - January 2011
Hovde Capital November 2008 - June 2009
Imperial Capital March 2008 - October 2008
Sanno Point Capital August 2006 - April 2008
Bank of America June 1999 - July 2006
Salomon Brothers June 1993 - June 1999
Skills
HY/Distressed Sales, HY/Distressed/Equity..., Product Sourcing, Portfolio Management, CMBS, Research, Fixed Income, Hedge Funds, Equities, Structured Products, High Yield, Emerging Markets, Bonds, Investments, Credit, Commodity, Equity Research, Securities, Trading, Leveraged Finance, Banking, Financial Markets, Alternative Investments, Asset Management, Investment Banking, Derivatives, Economics, Bloomberg, Loans, Capital Markets, Equity Derivatives, Structured Finance, Private Equity, Finance, Financial Risk, Financial Institutions, Credit Derivatives, Valuation, Electronic Trading, Equity Trading, Series 63, Capital, Financial Modeling, Trading Systems, Collaborative Problem..., Cross Functional Team...
Education
Rensselaer Polytechnic Institute 1985 — 1989
BS, Management Information Systems, Economics, Computer Science
Rensselaer Polytechnic Institute 1985 — 1989
Bachelor of Science, Management Information Systems
Francesca Sanzone Francesca Sanzone's Salomon Brothers Experience 2000 - May 2001
Job Vice President, Prime Brokerage at Credit Suisse
Industry Financial Services
Experience
Credit Suisse October 2006 - Present
Morgan Stanley February 2004 - October 2006
Citi July 2001 - February 2004
Salomon Brothers 2000 - May 2001
Skills
Financial Analysis, Fixed Income, Investment Banking, Management, Prime Brokerage, Equities, Derivatives, Financial Services, Finance, Risk Management, Customer Service, Hedge Funds, Project Management, Corporate Finance, Series 7, Alternative Investments, Portfolio Management
Education
Rutgers Business School 1999 — 2001
Bachelor of Science (B.S.), Finance and Management
Rutgers University-New Brunswick 1997 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
Credit Suisse October 2006 - Present
Morgan Stanley February 2004 - October 2006
Citi July 2001 - February 2004
Salomon Brothers 2000 - May 2001
Skills
Financial Analysis, Fixed Income, Investment Banking, Management, Prime Brokerage, Equities, Derivatives, Financial Services, Finance, Risk Management, Customer Service, Hedge Funds, Project Management, Corporate Finance, Series 7, Alternative Investments, Portfolio Management
Education
Rutgers Business School 1999 — 2001
Bachelor of Science (B.S.), Finance and Management
Rutgers University-New Brunswick 1997 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
Michael Triolo Michael Triolo's Salomon Brothers Experience May 1995 - July 1997
Job Director Cloud Technology Architecture and Sales at Microsoft
Industry Computer Software
Experience
Microsoft August 2015 - Present
2nd Watch September 2014 - August 2015
2ndWatch April 2013 - August 2014
Microsoft March 2012 - April 2013
Microsoft October 2007 - March 2012
Microsoft May 2005 - September 2007
Microsoft September 2000 - April 2005
Warner Lambert July 1997 - September 2000
Salomon Brothers May 1995 - July 1997
Alliance Capital Management November 1992 - April 1995
Skills
Enterprise Software, Cloud Computing, SaaS, Professional Services, Solution Selling, Go-to-market Strategy, Enterprise Architecture, Product Management, Partner Management, SharePoint, Business Intelligence, Business Analysis, IT Strategy, Business Alliances, Salesforce.com, Architecture, Strategy, Consulting, Leadership, Strategic Partnerships, Management, Business Development, Sales, Pre-sales, Start-ups, Program Management, CRM, Strategic Planning, Channel Partners, Cross-functional Team..., Marketing Strategy, Data Center, Sales Enablement, Sales Process, Software Industry, Demand Generation, Lead Generation, Product Marketing, Direct Sales, Sales Operations, Analytics, Managed Services, PaaS, Executive Management, Vendor Management, Big Data, Integration, Account Management
Education
Rutgers, The State University of New Jersey-Newark 1988 — 1992
BS, Accounting
Seton Hall University 1997 — 1999
MS, MIS
Seton Hall University 1995 — 2001
MBA, Finance
Microsoft August 2015 - Present
2nd Watch September 2014 - August 2015
2ndWatch April 2013 - August 2014
Microsoft March 2012 - April 2013
Microsoft October 2007 - March 2012
Microsoft May 2005 - September 2007
Microsoft September 2000 - April 2005
Warner Lambert July 1997 - September 2000
Salomon Brothers May 1995 - July 1997
Alliance Capital Management November 1992 - April 1995
Skills
Enterprise Software, Cloud Computing, SaaS, Professional Services, Solution Selling, Go-to-market Strategy, Enterprise Architecture, Product Management, Partner Management, SharePoint, Business Intelligence, Business Analysis, IT Strategy, Business Alliances, Salesforce.com, Architecture, Strategy, Consulting, Leadership, Strategic Partnerships, Management, Business Development, Sales, Pre-sales, Start-ups, Program Management, CRM, Strategic Planning, Channel Partners, Cross-functional Team..., Marketing Strategy, Data Center, Sales Enablement, Sales Process, Software Industry, Demand Generation, Lead Generation, Product Marketing, Direct Sales, Sales Operations, Analytics, Managed Services, PaaS, Executive Management, Vendor Management, Big Data, Integration, Account Management
Education
Rutgers, The State University of New Jersey-Newark 1988 — 1992
BS, Accounting
Seton Hall University 1997 — 1999
MS, MIS
Seton Hall University 1995 — 2001
MBA, Finance
Daniel Lu Daniel Lu's Salomon Brothers Experience January 1994 - January 1998
Job Vice President at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank January 1998 - Present
Deutsche Asset Management January 2001 - December 2002
Stockback March 2000 - December 2000
Salomon Brothers January 1994 - January 1998
Skills
Change Management, Financial Management, Technology Integration, Program Management, Fixed Income, Managerial Finance, Investment Banking, Securities, Operations Processing, Architecture, System Development, IT Strategy, Equities
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
MBA, Finance, Management
Rutgers University-New Brunswick 1989 — 1993
BS, BA, Finance, Computer Science
Deutsche Bank January 1998 - Present
Deutsche Asset Management January 2001 - December 2002
Stockback March 2000 - December 2000
Salomon Brothers January 1994 - January 1998
Skills
Change Management, Financial Management, Technology Integration, Program Management, Fixed Income, Managerial Finance, Investment Banking, Securities, Operations Processing, Architecture, System Development, IT Strategy, Equities
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
MBA, Finance, Management
Rutgers University-New Brunswick 1989 — 1993
BS, BA, Finance, Computer Science
Lorraine Kofman's Salomon Brothers Experience November 1996 - December 1999
Job Partner / Financial Officer at US 4 Healthcare Systems llc
Industry Information Technology and Services
Experience
NeatenMeUp llc January 2010 - Present
US 4 Healthcare Systems llc 2010 - Present
Netrend Inc December 1995 - Present
Salomon Smith Barney January 1999 - March 2001
Salomon Brothers November 1996 - December 1999
Salomon Brothers April 1996 - November 1996
Salomon Brothers August 1994 - December 1995
Salomon Brothers May 1992 - August 1994
Digital Transport Inc December 1988 - May 1992
Skills
Equities, Vendor Management, Disaster Recovery, Program Management, Project Management, Consulting, Fixed Income, Capital Markets, Change Management, IT Service Management, Business Analysis, Business Continuity, Business Transformation, Data Center, Derivatives, Electronic Trading, Enterprise Architecture, IT Management, IT Strategy, ITIL, Integration, Management, Mergers & Acquisitions, PMO
Education
Saint Peter's University 1984 — 1989
BS, Computer Science / Marketing
NeatenMeUp llc January 2010 - Present
US 4 Healthcare Systems llc 2010 - Present
Netrend Inc December 1995 - Present
Salomon Smith Barney January 1999 - March 2001
Salomon Brothers November 1996 - December 1999
Salomon Brothers April 1996 - November 1996
Salomon Brothers August 1994 - December 1995
Salomon Brothers May 1992 - August 1994
Digital Transport Inc December 1988 - May 1992
Skills
Equities, Vendor Management, Disaster Recovery, Program Management, Project Management, Consulting, Fixed Income, Capital Markets, Change Management, IT Service Management, Business Analysis, Business Continuity, Business Transformation, Data Center, Derivatives, Electronic Trading, Enterprise Architecture, IT Management, IT Strategy, ITIL, Integration, Management, Mergers & Acquisitions, PMO
Education
Saint Peter's University 1984 — 1989
BS, Computer Science / Marketing
Robert Heller Robert Heller's Salomon Brothers Experience December 1979 - March 1995
Job President & CEO
Industry Financial Services
Experience
Spectrum Gaming Capital February 2013 - Present
UBS Investment Bank October 2010 - January 2013
Heller Gaming & Leisure October 2002 - October 2010
Bahamar Development Co. 2004 - 2006
Lehman Brothers March 1997 - October 2002
Bear Stearns March 1995 - March 1997
Salomon Brothers December 1979 - March 1995
Price Waterhouse& Co. September 1976 - December 1979
Skills
Valuation, Corporate Finance, Investment Banking, Finance, Capital Markets, Private Equity, Capital Raising, Equities, Strategy, Restructuring, M&A experience, Investor Relations, Debt Restructuring, Venture Capital, Mergers & Acquisitions, Joint Ventures, Asset Management, Due Diligence, Management, Investments, Structured Finance, Financial Modeling, Fixed Income, LBO, Leveraged Finance, Private Placements, Emerging Markets, Corporate Development, Alternative Investments, Financial Structuring, Hedge Funds
Education
Queens College 1972 — 1976
BA, Accounting
Stuyvesant HS 1968 — 1972
Spectrum Gaming Capital February 2013 - Present
UBS Investment Bank October 2010 - January 2013
Heller Gaming & Leisure October 2002 - October 2010
Bahamar Development Co. 2004 - 2006
Lehman Brothers March 1997 - October 2002
Bear Stearns March 1995 - March 1997
Salomon Brothers December 1979 - March 1995
Price Waterhouse& Co. September 1976 - December 1979
Skills
Valuation, Corporate Finance, Investment Banking, Finance, Capital Markets, Private Equity, Capital Raising, Equities, Strategy, Restructuring, M&A experience, Investor Relations, Debt Restructuring, Venture Capital, Mergers & Acquisitions, Joint Ventures, Asset Management, Due Diligence, Management, Investments, Structured Finance, Financial Modeling, Fixed Income, LBO, Leveraged Finance, Private Placements, Emerging Markets, Corporate Development, Alternative Investments, Financial Structuring, Hedge Funds
Education
Queens College 1972 — 1976
BA, Accounting
Stuyvesant HS 1968 — 1972
Dan Motulsky Dan Motulsky's Salomon Brothers Experience 1985 - 1987
Job Managing Director at Moelis & Company
Industry Financial Services
Experience
Moelis & Company 2015 - Present
The Bon Ton Stores Inc. 2014 - Present
Lazard 1998 - 2014
Mega Brands 2006 - 2009
Tanner & Co. 1988 - 1997
Salomon Brothers 1985 - 1987
VLSI Technology, Inc. 1984 - 1984
Skills
Mergers & Acquisitions, Strategy, Investment Banking, Management, Private Equity, Valuation, Capital Markets, Venture Capital, LBO, Corporate Finance, Hedge Funds, Corporate Development, Customer Driven, Executive-Level..., M&A experience, Team Building, Getting The Job Done, Leadership
Education
Stanford University
Bachelor of Science (B.S.) with Distinction, Electrical Engineering and Computer Science
Stuyvesant High School
Wesleyan University
Moelis & Company 2015 - Present
The Bon Ton Stores Inc. 2014 - Present
Lazard 1998 - 2014
Mega Brands 2006 - 2009
Tanner & Co. 1988 - 1997
Salomon Brothers 1985 - 1987
VLSI Technology, Inc. 1984 - 1984
Skills
Mergers & Acquisitions, Strategy, Investment Banking, Management, Private Equity, Valuation, Capital Markets, Venture Capital, LBO, Corporate Finance, Hedge Funds, Corporate Development, Customer Driven, Executive-Level..., M&A experience, Team Building, Getting The Job Done, Leadership
Education
Stanford University
Bachelor of Science (B.S.) with Distinction, Electrical Engineering and Computer Science
Stuyvesant High School
Wesleyan University
Rich Varellie Rich Varellie's Salomon Brothers Experience January 1997 - February 1998
Job Vice President, MUFG
Industry Information Technology and Services
Experience
MUFG Americas January 2015 - Present
NYSE Euronext July 2011 - November 2014
Morgan Stanley December 2010 - July 2011
NYSE Euronext December 2009 - December 2010
NYFIX June 2008 - December 2009
Bear Stearns February 1998 - June 2008
bear stearns 1998 - 2008
Salomon Brothers January 1997 - February 1998
ADP September 1995 - January 1997
Salomon Brothers February 1985 - September 1995
Skills
Disaster Recovery, Computer Network..., Data Center, IT Strategy, Operations Management, Program Management, Integration, Project Management, ITIL, Change Management, CRM, Business Development, IVR, Vendor Management, Market Data, Telecommunications, Leadership, VoIP, Portfolio Management, Cloud Computing, Management, Risk Management, Fantasy Football, System Administration, Team Building, Infrastructure, Securities, Derivatives, Hedge Funds, IT Management, Service Level Agreements, Investment Banking, Training, SDLC, Electronic Trading, WiFi, Asset Management, Mergers & Acquisitions, Fixed Income, Strategy, Outsourcing, Business Continuity, Equities, Technical Support, Trading Systems, Process Improvement, Business Strategy, Business Process..., Time Management, Financial Services
Education
Saint Peter's University 1989 — 1997
BS, Business Management
MUFG Americas January 2015 - Present
NYSE Euronext July 2011 - November 2014
Morgan Stanley December 2010 - July 2011
NYSE Euronext December 2009 - December 2010
NYFIX June 2008 - December 2009
Bear Stearns February 1998 - June 2008
bear stearns 1998 - 2008
Salomon Brothers January 1997 - February 1998
ADP September 1995 - January 1997
Salomon Brothers February 1985 - September 1995
Skills
Disaster Recovery, Computer Network..., Data Center, IT Strategy, Operations Management, Program Management, Integration, Project Management, ITIL, Change Management, CRM, Business Development, IVR, Vendor Management, Market Data, Telecommunications, Leadership, VoIP, Portfolio Management, Cloud Computing, Management, Risk Management, Fantasy Football, System Administration, Team Building, Infrastructure, Securities, Derivatives, Hedge Funds, IT Management, Service Level Agreements, Investment Banking, Training, SDLC, Electronic Trading, WiFi, Asset Management, Mergers & Acquisitions, Fixed Income, Strategy, Outsourcing, Business Continuity, Equities, Technical Support, Trading Systems, Process Improvement, Business Strategy, Business Process..., Time Management, Financial Services
Education
Saint Peter's University 1989 — 1997
BS, Business Management
David Jacobson David Jacobson's Salomon Brothers Experience 1986 - 1993
Job Chief Financial Officer at Xssentials
Industry Information Technology and Services
Experience
Xssentials August 2014 - Present
Johnson Storage & Moving December 2009 - June 2014
Pumpco, Inc. February 2006 - June 2009
Absolute Performance Inc. 2001 - 2006
W.G. Nielsen & Co. 1996 - 2001
Salomon Brothers 1986 - 1993
Skills
Strategic & financial..., Restructuring & cost..., Sales strategy &..., Lender & investor..., Cross function team..., Modeling & forecasting, Budgeting, audit &..., IT & MIS implementation
Education
Santa Clara University - Leavey School of Business 1984 — 1985
MBA, International Finance, Economics
Xssentials August 2014 - Present
Johnson Storage & Moving December 2009 - June 2014
Pumpco, Inc. February 2006 - June 2009
Absolute Performance Inc. 2001 - 2006
W.G. Nielsen & Co. 1996 - 2001
Salomon Brothers 1986 - 1993
Skills
Strategic & financial..., Restructuring & cost..., Sales strategy &..., Lender & investor..., Cross function team..., Modeling & forecasting, Budgeting, audit &..., IT & MIS implementation
Education
Santa Clara University - Leavey School of Business 1984 — 1985
MBA, International Finance, Economics
Stephanie Langford Stephanie Langford's Salomon Brothers Experience May 1982 - June 1989
Job Volunteer at Hopeline Pregnancy Center
Industry Consumer Services
Experience
Hopeline Pregnancy Center September 2010 - Present
Self-employed June 1989 - Present
The First Direct Corporation February 2007 - September 2010
Salomon Brothers May 1982 - June 1989
Skills
Customer Service, Data Entry, Microsoft Word, Outlook, Microsoft Excel, PowerPoint, Telephone Skills, Microsoft Office, Event Planning, Customer Satisfaction, Time Management, Process Scheduler, Sales, Team Building, Inventory Management
Education
St. John's University 1986 — 1986
Tottenville High School 1976 — 1980
Hopeline Pregnancy Center September 2010 - Present
Self-employed June 1989 - Present
The First Direct Corporation February 2007 - September 2010
Salomon Brothers May 1982 - June 1989
Skills
Customer Service, Data Entry, Microsoft Word, Outlook, Microsoft Excel, PowerPoint, Telephone Skills, Microsoft Office, Event Planning, Customer Satisfaction, Time Management, Process Scheduler, Sales, Team Building, Inventory Management
Education
St. John's University 1986 — 1986
Tottenville High School 1976 — 1980
Jack Drewniak Jack Drewniak's Salomon Brothers Experience June 2007 - August 2007
Job Associate at Huron Consulting Group
Industry Management Consulting
Experience
Huron Consulting Group December 2012 - Present
Huron Consulting Group July 2011 - December 2012
Saint Joseph's University August 2009 - June 2011
The Julian Krinsky Group March 2010 - September 2010
JK Real Estate Development March 2010 - September 2010
Salomon Brothers June 2007 - August 2007
Skills
Data Analysis, Research, Business Planning, Access, Microsoft Excel, Market Research, Financial Analysis, Financial Modeling, Finance, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Public Speaking, Event Planning, Higher Education, Non-profits, Fundraising, Outlook, Strategic Planning, Strategic Financial..., Business Analysis, Operational Excellence, Process Improvement, Business Process, Client Relations, Manage Client..., Management Consulting
Education
Saint Joseph's University 2009 — 2011
Master, Business Administration; Finance
Saint Joseph's University 2005 — 2009
BS, Economics
St. Ignatius College Prep (Chicago) 2001 — 2005
Huron Consulting Group December 2012 - Present
Huron Consulting Group July 2011 - December 2012
Saint Joseph's University August 2009 - June 2011
The Julian Krinsky Group March 2010 - September 2010
JK Real Estate Development March 2010 - September 2010
Salomon Brothers June 2007 - August 2007
Skills
Data Analysis, Research, Business Planning, Access, Microsoft Excel, Market Research, Financial Analysis, Financial Modeling, Finance, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Public Speaking, Event Planning, Higher Education, Non-profits, Fundraising, Outlook, Strategic Planning, Strategic Financial..., Business Analysis, Operational Excellence, Process Improvement, Business Process, Client Relations, Manage Client..., Management Consulting
Education
Saint Joseph's University 2009 — 2011
Master, Business Administration; Finance
Saint Joseph's University 2005 — 2009
BS, Economics
St. Ignatius College Prep (Chicago) 2001 — 2005
Dimitrios Karabatsos Dimitrios Karabatsos's Salomon Brothers Experience 1996 - 1997
Job Entrepreneur and Investor
Industry Research
Experience
21Select January 2013 - August 2014
Globus Capital Management 2011 - 2013
Lydian Asset Management 2000 - 2009
Bankers Trust/Deutsche Bank 1997 - 2000
Salomon Brothers 1996 - 1997
Skills
Investments, Strategic Planning, Hedge Funds, Asset Managment, Entrepreneurship, Alternative Investments, Asset Management, Due Diligence, Risk Management, Business Strategy, Management, Financial Modeling, Portfolio Management, Mergers & Acquisitions, Financial Analysis, Venture Capital, Finance, Strategy, Business Development, Start-ups, Business Planning, Strategic Partnerships
Education
Le Cordon Bleu 2010 — 2010
Grand Diplome, Cuisine and Pastry
Institute for Integrative Nutrition 2009 — 2009
Holistic Health Counselor, Health and Wellness
Rensselaer Polytechnic Institute 1992 — 1996
Bachelors of Science, Management; Finance and Economics
Phillips Exeter Academy 1988 — 1992
21Select January 2013 - August 2014
Globus Capital Management 2011 - 2013
Lydian Asset Management 2000 - 2009
Bankers Trust/Deutsche Bank 1997 - 2000
Salomon Brothers 1996 - 1997
Skills
Investments, Strategic Planning, Hedge Funds, Asset Managment, Entrepreneurship, Alternative Investments, Asset Management, Due Diligence, Risk Management, Business Strategy, Management, Financial Modeling, Portfolio Management, Mergers & Acquisitions, Financial Analysis, Venture Capital, Finance, Strategy, Business Development, Start-ups, Business Planning, Strategic Partnerships
Education
Le Cordon Bleu 2010 — 2010
Grand Diplome, Cuisine and Pastry
Institute for Integrative Nutrition 2009 — 2009
Holistic Health Counselor, Health and Wellness
Rensselaer Polytechnic Institute 1992 — 1996
Bachelors of Science, Management; Finance and Economics
Phillips Exeter Academy 1988 — 1992
Sarah Tammelleo Sarah Tammelleo's Salomon Brothers Experience 2000 - 2001
Job American Federation of Teachers
Industry Government Relations
Experience
Justice Center of Southeast Massachusetss subsidiary of South Coastal Counties Legal Services, Inc. September 2012 - July 2013
Abbott Laboratories April 2003 - July 2010
Luxco: Spirited Brands 2001 - 2003
Salomon Brothers 2000 - 2001
Grenville Baker Boys & Girls Club 1999 - 2000
Skills
Westlaw
Education
The University of Arizona 1996 — 1999
Bachelor of Arts (B.A.), History
Lorenzo de' Medici
Italian Language and History
Roger Williams University School of Law
Doctor of Law (J.D.)
Justice Center of Southeast Massachusetss subsidiary of South Coastal Counties Legal Services, Inc. September 2012 - July 2013
Abbott Laboratories April 2003 - July 2010
Luxco: Spirited Brands 2001 - 2003
Salomon Brothers 2000 - 2001
Grenville Baker Boys & Girls Club 1999 - 2000
Skills
Westlaw
Education
The University of Arizona 1996 — 1999
Bachelor of Arts (B.A.), History
Lorenzo de' Medici
Italian Language and History
Roger Williams University School of Law
Doctor of Law (J.D.)
Alex Rivera Alex Rivera's Salomon Brothers Experience June 1987 - December 1989
Job Market Leader at Movement Mortgage
Industry Banking
Experience
Movement Mortgage November 2014 - Present
Jersey Mortgage Company February 1993 - November 2014
Bankers Trust October 1991 - February 1993
Bear Stearns November 1990 - September 1991
Spear Leed and Kellog December 1989 - November 1990
Salomon Brothers June 1987 - December 1989
Skills
Banking, Loans, Mortgage, Real Estate, Credit, Credit Risk, Mortgage Lending, Sellers, First Time Home Buyers, Investment Properties, FHA, Condos, Residential Homes, Investors, Referrals, Refinance, Buyers, Certified Mortgage..., Commercial Mortgages, Credit Analysis, FHA financing, Finance, Foreclosures, Government Loans, Sales, Short Sales, VA loans
Education
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
BA, Economics/ Finance
Movement Mortgage November 2014 - Present
Jersey Mortgage Company February 1993 - November 2014
Bankers Trust October 1991 - February 1993
Bear Stearns November 1990 - September 1991
Spear Leed and Kellog December 1989 - November 1990
Salomon Brothers June 1987 - December 1989
Skills
Banking, Loans, Mortgage, Real Estate, Credit, Credit Risk, Mortgage Lending, Sellers, First Time Home Buyers, Investment Properties, FHA, Condos, Residential Homes, Investors, Referrals, Refinance, Buyers, Certified Mortgage..., Commercial Mortgages, Credit Analysis, FHA financing, Finance, Foreclosures, Government Loans, Sales, Short Sales, VA loans
Education
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
BA, Economics/ Finance
Charles Goldstein's Salomon Brothers Experience January 1994 - 1998
Job Project Manager at Union Bank of Morrisville, Vermont
Industry Banking
Experience
Union Bank of Morrisville, Vermont November 2014 - Present
Image Processing Systems April 2010 - October 2013
Top PC Support November 2008 - April 2010
Citigroup January 1994 - June 2008
Salomon Brothers January 1994 - 1998
Minolta 1990 - 1994
IMNET 1988 - 1991
Skills
IT Operations, IT Management, Document Imaging, Enterprise Content..., Human Resources, Software Development, Integration, EDC, SharePoint, Technical Support, Document Management, Digital Workflow, Digital Mailroom, Data Capture, Accounts Payable, Media/Advertising, Amazon Web Services..., Information Technology, Disaster Recovery, Networking, Management, IT Service Management, Vendor Management, Infrastructure, System Deployment, Business Analysis, SaaS, Information Security, IT Strategy, Enterprise Architecture, System Architecture, Professional Services, Enterprise Software, Cloud Computing, SDLC, Project Management
Education
Rochester Institute of Technology 1981 — 1986
BS, Electrical Engineering
Union Bank of Morrisville, Vermont November 2014 - Present
Image Processing Systems April 2010 - October 2013
Top PC Support November 2008 - April 2010
Citigroup January 1994 - June 2008
Salomon Brothers January 1994 - 1998
Minolta 1990 - 1994
IMNET 1988 - 1991
Skills
IT Operations, IT Management, Document Imaging, Enterprise Content..., Human Resources, Software Development, Integration, EDC, SharePoint, Technical Support, Document Management, Digital Workflow, Digital Mailroom, Data Capture, Accounts Payable, Media/Advertising, Amazon Web Services..., Information Technology, Disaster Recovery, Networking, Management, IT Service Management, Vendor Management, Infrastructure, System Deployment, Business Analysis, SaaS, Information Security, IT Strategy, Enterprise Architecture, System Architecture, Professional Services, Enterprise Software, Cloud Computing, SDLC, Project Management
Education
Rochester Institute of Technology 1981 — 1986
BS, Electrical Engineering
Perry Boyle's Salomon Brothers Experience 1984 - 1986
Job Head of Equities/Director of Research at Point72 Asset Management L.P.
Industry Investment Management
Experience
Point72 Asset Management L.P. December 2004 - Present
Thomas Weisel Partners LLC February 1999 - December 2004
Alex. Brown & Sons September 1992 - January 1999
The Deerpath Group July 1990 - September 1992
BT Securities Corporation 1989 - 1990
Booz-Allen & Hamilton October 1988 - June 1989
Salomon Brothers 1984 - 1986
Skills
Equities, Equity Research, Investments, Portfolio Management, Hedge Funds, Research, Financial Analysis, Asset Management, Risk Management, Business Strategy, Valuation, Alternative Investments, Asset Managment, Capital Markets, Due Diligence, Equity Valuation, Finance, Financial Modeling, Financial Services, Fixed Income, Investment Banking, Private Equity, Trading, Venture Capital
Education
Tuck School of Business 1986 — 1988
MBA, Business Administration and Management, General
Stanford 1981 — 1984
AB, Economics
Albert-Ludwigs-Universität Freiburg im Breisgau 1983 — 1983
Greenwich High School 1978 — 1981
Point72 Asset Management L.P. December 2004 - Present
Thomas Weisel Partners LLC February 1999 - December 2004
Alex. Brown & Sons September 1992 - January 1999
The Deerpath Group July 1990 - September 1992
BT Securities Corporation 1989 - 1990
Booz-Allen & Hamilton October 1988 - June 1989
Salomon Brothers 1984 - 1986
Skills
Equities, Equity Research, Investments, Portfolio Management, Hedge Funds, Research, Financial Analysis, Asset Management, Risk Management, Business Strategy, Valuation, Alternative Investments, Asset Managment, Capital Markets, Due Diligence, Equity Valuation, Finance, Financial Modeling, Financial Services, Fixed Income, Investment Banking, Private Equity, Trading, Venture Capital
Education
Tuck School of Business 1986 — 1988
MBA, Business Administration and Management, General
Stanford 1981 — 1984
AB, Economics
Albert-Ludwigs-Universität Freiburg im Breisgau 1983 — 1983
Greenwich High School 1978 — 1981
Maddie Dwyer's Salomon Brothers Experience 1993 - 1996
Job
Industry Staffing and Recruiting
Experience
Robert Half Management Resources October 2003 - Present
PEarl River Chocolates and Pastry 2001 - 2003
American Express 1997 - 2000
Citibank 1996 - 1997
Salomon Brothers 1993 - 1996
Ernst and Young 1991 - 1993
Education
Saint John's University 1988 — 1991
bs
St. John's University, The Peter J. Tobin College of Business 1988 — 1991
bs
Robert Half Management Resources October 2003 - Present
PEarl River Chocolates and Pastry 2001 - 2003
American Express 1997 - 2000
Citibank 1996 - 1997
Salomon Brothers 1993 - 1996
Ernst and Young 1991 - 1993
Education
Saint John's University 1988 — 1991
bs
St. John's University, The Peter J. Tobin College of Business 1988 — 1991
bs
Luis Toro's Salomon Brothers Experience 1994 - 1996
Job
Industry Banking
Experience
Société Générale November 2013 - Present
EMC December 2012 - November 2013
Marsh & McLennan Companies, Inc. November 2011 - December 2012
Active Health Management August 2010 - November 2011
Credit Suisse December 2009 - August 2010
TerpSys June 2009 - January 2010
CIT July 1996 - November 2008
Salomon Brothers 1994 - 1996
Skills
NetBackup, Data Domain, Netbackup, Integration, VMware, Cisco Technologies, NetApp, Business Continuity, Information Technology, Infrastructure, Storage, Data Center, Servers, Citrix, System Administration, Process Improvement, Disaster Recovery, SAN, Windows Server, Hardware, Solaris, EMC Storage, Unix, Storage Area Networks, Backup Solutions, Software Documentation
Education
Saint Peter's University 1992 — 1994
MBA, MIS
Vassar College 1983 — 1987
BS, Comuter Science/Mathematics
Société Générale November 2013 - Present
EMC December 2012 - November 2013
Marsh & McLennan Companies, Inc. November 2011 - December 2012
Active Health Management August 2010 - November 2011
Credit Suisse December 2009 - August 2010
TerpSys June 2009 - January 2010
CIT July 1996 - November 2008
Salomon Brothers 1994 - 1996
Skills
NetBackup, Data Domain, Netbackup, Integration, VMware, Cisco Technologies, NetApp, Business Continuity, Information Technology, Infrastructure, Storage, Data Center, Servers, Citrix, System Administration, Process Improvement, Disaster Recovery, SAN, Windows Server, Hardware, Solaris, EMC Storage, Unix, Storage Area Networks, Backup Solutions, Software Documentation
Education
Saint Peter's University 1992 — 1994
MBA, MIS
Vassar College 1983 — 1987
BS, Comuter Science/Mathematics
Brenda Tsai's Salomon Brothers Experience 1993 - 1996
Job
Industry Marketing and Advertising
Experience
General Electric (GE) December 2010 - Present
Procter & Gamble 2003 - 2010
QuinStreet 2001 - 2002
Clorox 1999 - 2001
Booz Allen & Hamilton 1997 - 1999
Salomon Brothers 1993 - 1996
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA)
University of Pennsylvania - The Lauder Institute
Master of Arts (MA)
Stanford University 1989 — 1993
Bachelor of Arts (BA)
General Electric (GE) December 2010 - Present
Procter & Gamble 2003 - 2010
QuinStreet 2001 - 2002
Clorox 1999 - 2001
Booz Allen & Hamilton 1997 - 1999
Salomon Brothers 1993 - 1996
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA)
University of Pennsylvania - The Lauder Institute
Master of Arts (MA)
Stanford University 1989 — 1993
Bachelor of Arts (BA)
Josephine Lopez's Salomon Brothers Experience 1990 - 1993
Job Project Manager
Industry Information Technology and Services
Experience
Josephine Lopez 2004 - Present
Credit Suisse 2004 - 2008
SunGard 2002 - 2003
The Private Capital Management Group 1999 - 2000
Citigroup 1993 - 1999
Salomon Brothers 1990 - 1993
American Express 1985 - 1987
AT& T 1981 - 1985
Education
Stevens Institute of Technology 1973 — 1974
MS, Computer Science/Mathematics
Rutgers, The State University of New Jersey-Newark
BA, Mathematics
Josephine Lopez 2004 - Present
Credit Suisse 2004 - 2008
SunGard 2002 - 2003
The Private Capital Management Group 1999 - 2000
Citigroup 1993 - 1999
Salomon Brothers 1990 - 1993
American Express 1985 - 1987
AT& T 1981 - 1985
Education
Stevens Institute of Technology 1973 — 1974
MS, Computer Science/Mathematics
Rutgers, The State University of New Jersey-Newark
BA, Mathematics
Joseph M. Maese's Salomon Brothers Experience May 1997 - December 1997
Job Vice President at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. August 2014 - Present
Citi February 2007 - April 2014
Citi February 2003 - January 2007
Citi January 2000 - February 2003
Citi January 1998 - December 1999
Salomon Brothers May 1997 - December 1997
National Australia Bank June 1993 - May 1997
National Australia Bank May 1990 - June 1993
National Australia Bank July 1989 - March 1990
Our Place for Ribs, Inc July 1988 - June 1989
Skills
Risk Management, Vendor Management, SDLC, Process Improvement, Project Management, Financial Services, Data Privacy, Program Management..., Visio, Enterprise Architecture, Project Portfolio..., Disaster Recovery, Outsourcing, IT Strategy, Management, Business Analysis, Security, Trading Systems, Business Process, Software Project..., Business Process..., Strategy, Governance, Leadership, PMO, Program Management, Business Continuity, Operational Risk..., IT Management, PMP, Mergers & Acquisitions, ITIL, Operational Risk, Requirements Gathering, Banking, CRM, Financial Risk, Information Security..., Business Intelligence, Information Technology, Change Management, Enterprise Risk..., Analytics, Integration, Information Security, Equities, Internal Audit, IT Audit, Project Delivery, COBIT
Education
St. Francis College
Xaverian
Xaverian
JPMorgan Chase & Co. August 2014 - Present
Citi February 2007 - April 2014
Citi February 2003 - January 2007
Citi January 2000 - February 2003
Citi January 1998 - December 1999
Salomon Brothers May 1997 - December 1997
National Australia Bank June 1993 - May 1997
National Australia Bank May 1990 - June 1993
National Australia Bank July 1989 - March 1990
Our Place for Ribs, Inc July 1988 - June 1989
Skills
Risk Management, Vendor Management, SDLC, Process Improvement, Project Management, Financial Services, Data Privacy, Program Management..., Visio, Enterprise Architecture, Project Portfolio..., Disaster Recovery, Outsourcing, IT Strategy, Management, Business Analysis, Security, Trading Systems, Business Process, Software Project..., Business Process..., Strategy, Governance, Leadership, PMO, Program Management, Business Continuity, Operational Risk..., IT Management, PMP, Mergers & Acquisitions, ITIL, Operational Risk, Requirements Gathering, Banking, CRM, Financial Risk, Information Security..., Business Intelligence, Information Technology, Change Management, Enterprise Risk..., Analytics, Integration, Information Security, Equities, Internal Audit, IT Audit, Project Delivery, COBIT
Education
St. Francis College
Xaverian
Xaverian
Tracy Calev's Salomon Brothers Experience June 1997 - April 1999
Job Project Manager/Senior Analyst at Alliance Bernstein
Industry Financial Services
Experience
AllianceBernstein April 1999 - Present
Morgan Stanley Investment Management January 2007 - June 2007
Salomon Brothers June 1997 - April 1999
Education
Stevens Institute of Technology 1997 — 2000
MS, Finance and MIS
Rutgers University-New Brunswick 1993 — 1997
BS, Finance and MIS
AllianceBernstein April 1999 - Present
Morgan Stanley Investment Management January 2007 - June 2007
Salomon Brothers June 1997 - April 1999
Education
Stevens Institute of Technology 1997 — 2000
MS, Finance and MIS
Rutgers University-New Brunswick 1993 — 1997
BS, Finance and MIS
Cathleen Brodbeck's Salomon Brothers Experience 1993 - 1998
Job Talent Acquisition Manager
Industry Insurance
Experience
AIG June 2011 - Present
AllianceBernstein March 2010 - June 2011
UBS Investment Bank 2005 - June 2009
Citibank March 1998 - June 2005
Salomon Brothers 1993 - 1998
Barneys New York 1990 - 1993
Education
Rosemont College
Verona High School
AIG June 2011 - Present
AllianceBernstein March 2010 - June 2011
UBS Investment Bank 2005 - June 2009
Citibank March 1998 - June 2005
Salomon Brothers 1993 - 1998
Barneys New York 1990 - 1993
Education
Rosemont College
Verona High School
Joseph Sayegh's Salomon Brothers Experience 1986 - 1998
Job Portfolio Manager at NYSIF
Industry Financial Services
Experience
NYSIF November 2006 - Present
Salomon Brothers 1986 - 1998
Skills
Risk Management, Fixed Income, Equities, Hedge Funds, Capital Markets, Asset Management, Portfolio Management, Alternative Investments, Financial Modeling, Analysis, Securities, Equity Research
Education
New York University - Leonard N. Stern School of Business 1988 — 1992
Master of Business Administration (MBA), International Finance
Rutgers, The State University of New Jersey-New Brunswick
NYSIF November 2006 - Present
Salomon Brothers 1986 - 1998
Skills
Risk Management, Fixed Income, Equities, Hedge Funds, Capital Markets, Asset Management, Portfolio Management, Alternative Investments, Financial Modeling, Analysis, Securities, Equity Research
Education
New York University - Leonard N. Stern School of Business 1988 — 1992
Master of Business Administration (MBA), International Finance
Rutgers, The State University of New Jersey-New Brunswick
Nick Sargen's Salomon Brothers Experience January 1984 - September 1991
Job SVP and Chief Economist, Fort Washington Investment Advisors
Industry Financial Services
Experience
Fort Washington Investment Advisors, Inc. June 2014 - Present
The Western & Southern Financial Group 2003 - 2014
J.P. Morgan Private Bank January 1995 - April 2003
Prudential Insurance October 1991 - December 1994
Salomon Brothers January 1984 - September 1991
Skills
Investments, Strategy, Asset Management, Portfolio Management, Asset Managment, Investment Strategies, Financial Advisory, Alternative Investments, Fixed Income, Equities, Hedge Funds, Asset Allocation, Wealth Management, Risk Management, Emerging Markets, Insurance, Capital Markets
Education
Stanford University 1966 — 1975
MA, Economics - Ph, D., Economics
University of California, Berkeley
BA, Economics
Fort Washington Investment Advisors, Inc. June 2014 - Present
The Western & Southern Financial Group 2003 - 2014
J.P. Morgan Private Bank January 1995 - April 2003
Prudential Insurance October 1991 - December 1994
Salomon Brothers January 1984 - September 1991
Skills
Investments, Strategy, Asset Management, Portfolio Management, Asset Managment, Investment Strategies, Financial Advisory, Alternative Investments, Fixed Income, Equities, Hedge Funds, Asset Allocation, Wealth Management, Risk Management, Emerging Markets, Insurance, Capital Markets
Education
Stanford University 1966 — 1975
MA, Economics - Ph, D., Economics
University of California, Berkeley
BA, Economics
Gil Milow's Salomon Brothers Experience 1993 - 1994
Job Development Director at Provenir
Industry Financial Services
Experience
Provenir Inc. – Financial May 2008 - Present
Provenir May 2003 - May 2008
Provenir May 1999 - March 2003
Intel 1997 - 1999
Dialogic Corporation 1997 - 1999
Salomon Brothers 1993 - 1994
Skills
XML, SOA, Servlets, Java Enterprise Edition, C#, WinForms, WebServices, Enterprise Architecture, Java, JavaScript, Agile Methodologies, Unix, AJAX, Distributed Systems, Web Services, Tomcat, Software Development, Software Project..., Software Engineering, Business Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1997
BS, Computer Science
Fair Lawn High School
Provenir Inc. – Financial May 2008 - Present
Provenir May 2003 - May 2008
Provenir May 1999 - March 2003
Intel 1997 - 1999
Dialogic Corporation 1997 - 1999
Salomon Brothers 1993 - 1994
Skills
XML, SOA, Servlets, Java Enterprise Edition, C#, WinForms, WebServices, Enterprise Architecture, Java, JavaScript, Agile Methodologies, Unix, AJAX, Distributed Systems, Web Services, Tomcat, Software Development, Software Project..., Software Engineering, Business Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1997
BS, Computer Science
Fair Lawn High School
Bob Kopprasch's Salomon Brothers Experience 1980 - 1987
Job Managing Director at Citigroup
Industry Financial Services
Experience
Citigroup (The Yield Book) February 2002 - Present
Lally School of Management, Rensselaer Polytechnic Institute November 2013 - Present
Citigroup Asset Management 1995 - 2002
Alliance Capital Management February 1992 - 1995
Hyperion Capital Management 1989 - 1992
Goldman Sachs 1987 - 1988
Salomon Brothers 1980 - 1987
American University September 1973 - June 1980
Skills
Derivatives, Fixed Income, MBS, Structured Products, Portfolio Management, Bonds, Asset Managment, Credit Derivatives, Structured Finance, Financial Modeling, Series 7, Options
Education
Rensselaer Polytechnic Institute 1970 — 1977
Ph.D., Finance
Rensselaer Polytechnic Institute 1969 — 1970
M.S., Management
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1965 — 1969
B.S., Management, Finance
Institute of Chartered Financial Analysts 1978 — 1980
CFA
Citigroup (The Yield Book) February 2002 - Present
Lally School of Management, Rensselaer Polytechnic Institute November 2013 - Present
Citigroup Asset Management 1995 - 2002
Alliance Capital Management February 1992 - 1995
Hyperion Capital Management 1989 - 1992
Goldman Sachs 1987 - 1988
Salomon Brothers 1980 - 1987
American University September 1973 - June 1980
Skills
Derivatives, Fixed Income, MBS, Structured Products, Portfolio Management, Bonds, Asset Managment, Credit Derivatives, Structured Finance, Financial Modeling, Series 7, Options
Education
Rensselaer Polytechnic Institute 1970 — 1977
Ph.D., Finance
Rensselaer Polytechnic Institute 1969 — 1970
M.S., Management
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1965 — 1969
B.S., Management, Finance
Institute of Chartered Financial Analysts 1978 — 1980
CFA
Hunter Reisner's Salomon Brothers Experience 1991 - 1993
Job Chief Investment Officer at YMCA Retirement Fund
Industry Investment Management
Experience
YMCA Retirement Fund October 2010 - Present
ACI Capital Co., LLC 2005 - October 2010
Citigroup Investments 1997 - 2004
Smith Barney 1994 - 1997
Salomon Brothers 1991 - 1993
Butler Capital Corporation 1989 - 1991
Salomon Brothers 1986 - 1989
Morgan Stanley 1982 - 1984
Skills
Capital Markets, IPO, High Yield, Mergers, Venture Capital, Structured Products, Alternative Investments, Private Equity, Investment Management, Investments, Mergers & Acquisitions, Strategic Planning, LBO, Investment Strategies, Investment Banking, Portfolio Management, Fund Of Funds, Equities, Bonds, Mutual Funds, Management, Hedge Funds, Equity Capital Markets, Asset Management, Series 7, Securities, Financial Analysis, Bloomberg, Institutional..., Investment Advisory, Emerging Markets, Financial Modeling, Derivatives, Asset Allocation, Valuation, Finance, Wealth Management, Trading, Fixed Income, Due Diligence
Education
Stanford University Graduate School of Business 1984 — 1986
M.B.A.
Yale University 1978 — 1982
B.A., Economics and Mathematics
YMCA Retirement Fund October 2010 - Present
ACI Capital Co., LLC 2005 - October 2010
Citigroup Investments 1997 - 2004
Smith Barney 1994 - 1997
Salomon Brothers 1991 - 1993
Butler Capital Corporation 1989 - 1991
Salomon Brothers 1986 - 1989
Morgan Stanley 1982 - 1984
Skills
Capital Markets, IPO, High Yield, Mergers, Venture Capital, Structured Products, Alternative Investments, Private Equity, Investment Management, Investments, Mergers & Acquisitions, Strategic Planning, LBO, Investment Strategies, Investment Banking, Portfolio Management, Fund Of Funds, Equities, Bonds, Mutual Funds, Management, Hedge Funds, Equity Capital Markets, Asset Management, Series 7, Securities, Financial Analysis, Bloomberg, Institutional..., Investment Advisory, Emerging Markets, Financial Modeling, Derivatives, Asset Allocation, Valuation, Finance, Wealth Management, Trading, Fixed Income, Due Diligence
Education
Stanford University Graduate School of Business 1984 — 1986
M.B.A.
Yale University 1978 — 1982
B.A., Economics and Mathematics
Dorin Parasca's Salomon Brothers Experience 1995 - 1996
Job Multi Strategy Trading
Industry Investment Management
Experience
Flux, LLC January 2011 - Present
Gelber Group LLC January 1996 - July 2010
Salomon Brothers 1995 - 1996
Skills
Proprietary Trading, Options, Fixed Income, Trading, Electronic Trading, Derivatives, Equities, Trading Systems, Trading Strategies, Commodity, Market Making, Equity Trading, Financial Markets, Hedging, Hedge Funds, Portfolio Management, Capital Markets
Education
Stanford University 1992 — 1995
BA Honors, Economics
Flux, LLC January 2011 - Present
Gelber Group LLC January 1996 - July 2010
Salomon Brothers 1995 - 1996
Skills
Proprietary Trading, Options, Fixed Income, Trading, Electronic Trading, Derivatives, Equities, Trading Systems, Trading Strategies, Commodity, Market Making, Equity Trading, Financial Markets, Hedging, Hedge Funds, Portfolio Management, Capital Markets
Education
Stanford University 1992 — 1995
BA Honors, Economics
Sandra Pocharski's Salomon Brothers Experience May 1985 - June 1987
Job Principal at Deloitte (currently on leave)
Industry Management Consulting
Experience
Monitor Deloitte January 2013 - Present
Monitor Group September 1989 - January 2013
American Express June 1988 - August 1988
Salomon Brothers May 1985 - June 1987
Skills
Management Consulting, Organizational Design, Business Strategy, Strategic Planning, Strategy, Entrepreneurship, Market Entry, Organizational..., Competitive Analysis, Due Diligence, Corporate Development, Mergers, Strategic Partnerships, Leadership, Corporate Finance, Business Development, Segmentation, Business Planning, Management, Financial Modeling, Mergers & Acquisitions, Start-ups, Marketing, Leadership Development, Marketing Strategy, Competitive Intelligence
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1987 — 1989
Master of Business Administration (M.B.A.), Highest Distinction
Stanford University 1981 — 1985
BA, Economics
Monitor Deloitte January 2013 - Present
Monitor Group September 1989 - January 2013
American Express June 1988 - August 1988
Salomon Brothers May 1985 - June 1987
Skills
Management Consulting, Organizational Design, Business Strategy, Strategic Planning, Strategy, Entrepreneurship, Market Entry, Organizational..., Competitive Analysis, Due Diligence, Corporate Development, Mergers, Strategic Partnerships, Leadership, Corporate Finance, Business Development, Segmentation, Business Planning, Management, Financial Modeling, Mergers & Acquisitions, Start-ups, Marketing, Leadership Development, Marketing Strategy, Competitive Intelligence
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1987 — 1989
Master of Business Administration (M.B.A.), Highest Distinction
Stanford University 1981 — 1985
BA, Economics
Robert Truong's Salomon Brothers Experience June 1990 - June 1992
Job Analyst
Industry Financial Services
Experience
Shelving Rock Partners, LLC March 2008 - Present
Clayton June 1992 - December 2007
Salomon Brothers June 1990 - June 1992
Education
Rensselaer Polytechnic Institute 1983 — 1987
Bachelor of Science (BS), Management Systems
Shelving Rock Partners, LLC March 2008 - Present
Clayton June 1992 - December 2007
Salomon Brothers June 1990 - June 1992
Education
Rensselaer Polytechnic Institute 1983 — 1987
Bachelor of Science (BS), Management Systems
Rick Moreno's Salomon Brothers Experience May 1983 - April 1999
Job Business Development and Client Service Manager at Aperio Group, LLC
Industry Investment Management
Experience
Aperio Group, LLC June 2014 - Present
KKR January 2012 - February 2014
BlackRock April 2002 - January 2012
Goldman Sachs May 1999 - March 2002
Salomon Brothers May 1983 - April 1999
Accenture August 1980 - April 1983
Education
Santa Clara University 1976 — 1980
Bachelor of Science (B.S.), Economics
Aperio Group, LLC June 2014 - Present
KKR January 2012 - February 2014
BlackRock April 2002 - January 2012
Goldman Sachs May 1999 - March 2002
Salomon Brothers May 1983 - April 1999
Accenture August 1980 - April 1983
Education
Santa Clara University 1976 — 1980
Bachelor of Science (B.S.), Economics
Andrew Kearns's Salomon Brothers Experience 1988 - 1990
Job Managing Director and CoHead of Global Technology Banking at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley July 1998 - Present
Hambrecht & Quist 1995 - 1998
Bear Stearns 1993 - 1995
Applied Magnetics Corporation 1991 - 1993
Salomon Brothers 1988 - 1990
Skills
Investment Banking, Mergers, Equities, Venture Capital, Capital Markets, Private Equity, Corporate Development, Valuation, IPO, Financial Modeling, Start-ups, Corporate Finance
Education
Stanford University 1984 — 1988
BS, Electrical Engineering
Crespi High School 1980 — 1984
Morgan Stanley July 1998 - Present
Hambrecht & Quist 1995 - 1998
Bear Stearns 1993 - 1995
Applied Magnetics Corporation 1991 - 1993
Salomon Brothers 1988 - 1990
Skills
Investment Banking, Mergers, Equities, Venture Capital, Capital Markets, Private Equity, Corporate Development, Valuation, IPO, Financial Modeling, Start-ups, Corporate Finance
Education
Stanford University 1984 — 1988
BS, Electrical Engineering
Crespi High School 1980 — 1984
Debashis Bhattacharya's Salomon Brothers Experience 1994 - 2002
Job Trader at HD84
Industry Financial Services
Experience
HD84 January 2012 - Present
BNP Paribas June 2006 - December 2011
Barclays Investment Bank 2005 - 2006
RBS Greenwich Capital 2002 - 2005
Salomon Brothers 1994 - 2002
Citibank India 1988 - 1993
Skills
Fixed Income, Structured Products, Portfolio Management, Asset Management, Derivatives, Equities, Capital Markets, Hedge Funds
Education
Stanford University
HD84 January 2012 - Present
BNP Paribas June 2006 - December 2011
Barclays Investment Bank 2005 - 2006
RBS Greenwich Capital 2002 - 2005
Salomon Brothers 1994 - 2002
Citibank India 1988 - 1993
Skills
Fixed Income, Structured Products, Portfolio Management, Asset Management, Derivatives, Equities, Capital Markets, Hedge Funds
Education
Stanford University
Scott Brandewiede's Salomon Brothers Experience 1995 - 1998
Job Managing Director at Macquarie Group Limited
Industry Investment Banking
Experience
Macquarie Group Limited 2006 - Present
Pioneer Alternative Investments 2003 - 2005
Weiss, Peck & Greer 1998 - 2003
Salomon Brothers 1995 - 1998
Education
Randolph-Macon College 1986 — 1990
Bachelor of Arts, May 1990
Chartered Alternative Investment Analyst Association
Member Chartered Alternative Investment Analyst
Financial Industry Regulatory Authority, Inc.
Macquarie Group Limited 2006 - Present
Pioneer Alternative Investments 2003 - 2005
Weiss, Peck & Greer 1998 - 2003
Salomon Brothers 1995 - 1998
Education
Randolph-Macon College 1986 — 1990
Bachelor of Arts, May 1990
Chartered Alternative Investment Analyst Association
Member Chartered Alternative Investment Analyst
Financial Industry Regulatory Authority, Inc.
Roger Billotto's Salomon Brothers Experience 1990 - 2001
Job Vice President at Barclays Capital
Industry Financial Services
Experience
Barclays Capital March 2001 - Present
Salomon Brothers 1990 - 2001
Education
Saint Joseph's University 1985 — 1989
Barclays Capital March 2001 - Present
Salomon Brothers 1990 - 2001
Education
Saint Joseph's University 1985 — 1989
Lorraine A Desorbo's Salomon Brothers Experience 1984 - 1998
Job Project Manager at Citi
Industry Information Technology and Services
Experience
Citi Business Analysis Senior ManagerCiti2007 - 2009
Salomon Brothers 1984 - 1998
Skills
Equities, Business Analysis, Derivatives, Team Management, Trading Systems, Trading, Middle Office, Fixed Income, Reference Data
Education
St. Francis College 1979 — 1983
B.S., Mathematics
Citi Business Analysis Senior ManagerCiti2007 - 2009
Salomon Brothers 1984 - 1998
Skills
Equities, Business Analysis, Derivatives, Team Management, Trading Systems, Trading, Middle Office, Fixed Income, Reference Data
Education
St. Francis College 1979 — 1983
B.S., Mathematics
Greg Nessinger's Salomon Brothers Experience October 1994 - October 1998
Job Infrastructure Engineer at JP Morgan Chase, Senior Windows/System Engineer
Industry Banking
Experience
JP Morgan Chase June 2010 - Present
G-Cubed 2009 - May 2010
Citigroup October 1994 - October 2008
Salomon Brothers October 1994 - October 1998
Peace Corps September 1987 - December 1989
Skills
Active Directory, Servers, Unix, Network Administration, System Administration, Leadership, Technical Support, Hardware, Infrastructure, Software Installation, Budgets, Computer Security, SDLC, Disaster Recovery, Process Improvement, Vendor Management, Management, SharePoint
Education
University of Arizona 1991 — 1993
Formal graduate course work in Meteorology, Remote Sensing and Hydrology with researc
Saint Mary's University of Minnesota 1983 — 1987
Bachelor's Degree, Computer Science, Physics, minor in Math
Mt Carmel
JP Morgan Chase June 2010 - Present
G-Cubed 2009 - May 2010
Citigroup October 1994 - October 2008
Salomon Brothers October 1994 - October 1998
Peace Corps September 1987 - December 1989
Skills
Active Directory, Servers, Unix, Network Administration, System Administration, Leadership, Technical Support, Hardware, Infrastructure, Software Installation, Budgets, Computer Security, SDLC, Disaster Recovery, Process Improvement, Vendor Management, Management, SharePoint
Education
University of Arizona 1991 — 1993
Formal graduate course work in Meteorology, Remote Sensing and Hydrology with researc
Saint Mary's University of Minnesota 1983 — 1987
Bachelor's Degree, Computer Science, Physics, minor in Math
Mt Carmel
Robert J Mella's Salomon Brothers Experience October 1986 - February 1998
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2005 - Present
Deutsche Bank 2002 - 2005
Instinet Incorporated 1999 - 2002
Salomon Brothers October 1986 - February 1998
Skills
Investment Banking, Fixed Income, Equities, Derivatives, Risk Management, Capital Markets, Business Analysis, Financial Services, Management, Trading Systems, Finance, Information Technology, Treasury
Education
Rutgers University-New Brunswick
BS, Industrial Engineering
Saint John's University
MBA, Executive Management
Morgan Stanley July 2005 - Present
Deutsche Bank 2002 - 2005
Instinet Incorporated 1999 - 2002
Salomon Brothers October 1986 - February 1998
Skills
Investment Banking, Fixed Income, Equities, Derivatives, Risk Management, Capital Markets, Business Analysis, Financial Services, Management, Trading Systems, Finance, Information Technology, Treasury
Education
Rutgers University-New Brunswick
BS, Industrial Engineering
Saint John's University
MBA, Executive Management
Richard Morelli - MBA's Salomon Brothers Experience January 2004 - May 2005
Job Cloud Strategy & Renewal Sales Manager at Oracle
Industry Information Technology and Services
Experience
Oracle February 2015 - Present
Halyard Health March 2014 - 2015
Stryker June 2012 - 2014
Shire Pharmaceuticals November 2010 - November 2012
Shire Pharmaceuticals January 2009 - January 2010
Sleep & Wellness Diagnostic Testing April 2005 - January 2010
Transamerica Insurance and Investments March 2007 - February 2009
Salomon Brothers January 2004 - May 2005
Skills
Sales, Account Management, Start-ups, Healthcare, Management, New Business Development, Insurance, Medical Devices, Leadership, Business Development, Cold Calling, Team Building, Sales Operations, Marketing Strategy, Product Launch, Surgeons, Public Speaking, Marketing, Time Management, Nephrology, Training, Business Planning, Budgets, Contract Negotiation, Employee Benefits
Education
Saint Joseph's University 1997 — 2000
M.B.A, Finance
Villanova University 1989 — 1993
B.S, Finance
Villanova University 1989 — 1993
Bachelor's degree, Finance and Financial Management Services
Oracle February 2015 - Present
Halyard Health March 2014 - 2015
Stryker June 2012 - 2014
Shire Pharmaceuticals November 2010 - November 2012
Shire Pharmaceuticals January 2009 - January 2010
Sleep & Wellness Diagnostic Testing April 2005 - January 2010
Transamerica Insurance and Investments March 2007 - February 2009
Salomon Brothers January 2004 - May 2005
Skills
Sales, Account Management, Start-ups, Healthcare, Management, New Business Development, Insurance, Medical Devices, Leadership, Business Development, Cold Calling, Team Building, Sales Operations, Marketing Strategy, Product Launch, Surgeons, Public Speaking, Marketing, Time Management, Nephrology, Training, Business Planning, Budgets, Contract Negotiation, Employee Benefits
Education
Saint Joseph's University 1997 — 2000
M.B.A, Finance
Villanova University 1989 — 1993
B.S, Finance
Villanova University 1989 — 1993
Bachelor's degree, Finance and Financial Management Services
Peter Ciaccio's Salomon Brothers Experience 1993 - 1995
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2013 - Present
Barclays September 2008 - May 2013
Lehman Brothers February 1998 - September 2008
CIBC World Markets 1995 - 1998
Salomon Brothers 1993 - 1995
Investment Support Systems 1989 - 1993
Skills
Trading Systems, Electronic Trading, Equities, Derivatives, Investment Banking, Fixed Income, Market Data, Quantitative Analytics, Equity Derivatives, Trading, Options, Sybase, Capital Markets, Prime Brokerage, Financial Markets, Program Management, Middle Office, Risk Management, FX Options, Portfolio Management, Low Latency, Automated Trading, Back Office, Program Trading, TCA, People-oriented, Microsoft Excel, Algorithm Analysis
Education
Rensselaer Polytechnic Institute 1985 — 1989
Bachelor of Science (BS), Computer Science
J.P. Morgan May 2013 - Present
Barclays September 2008 - May 2013
Lehman Brothers February 1998 - September 2008
CIBC World Markets 1995 - 1998
Salomon Brothers 1993 - 1995
Investment Support Systems 1989 - 1993
Skills
Trading Systems, Electronic Trading, Equities, Derivatives, Investment Banking, Fixed Income, Market Data, Quantitative Analytics, Equity Derivatives, Trading, Options, Sybase, Capital Markets, Prime Brokerage, Financial Markets, Program Management, Middle Office, Risk Management, FX Options, Portfolio Management, Low Latency, Automated Trading, Back Office, Program Trading, TCA, People-oriented, Microsoft Excel, Algorithm Analysis
Education
Rensselaer Polytechnic Institute 1985 — 1989
Bachelor of Science (BS), Computer Science
Michael Manks's Salomon Brothers Experience 1990 - 1992
Job Associate Partner at IBM
Industry Information Technology and Services
Experience
IBM Program ExecutiveIBM Global Business Services2002 - Present
PricewaterhouseCoopers 1993 - 2002
Coopers & Lybrand 1993 - 1997
Salonom 1990 - 1992
Salomon Brothers 1990 - 1992
Education
Rider University
IBM Program ExecutiveIBM Global Business Services2002 - Present
PricewaterhouseCoopers 1993 - 2002
Coopers & Lybrand 1993 - 1997
Salonom 1990 - 1992
Salomon Brothers 1990 - 1992
Education
Rider University
CLIFF EMMERICH's Salomon Brothers Experience May 1993 - January 1995
Job SENIOR VICE PRESIDENT , DIRECTOR EQUITY TRADING
Industry Financial Services
Experience
ABEL NOSER May 1998 - Present
Susquehanna International Group, LLP (SIG) January 1995 - May 1998
Salomon Brothers May 1993 - January 1995
Skills
Equities, Electronic Trading, Securities, Series 63, Fixed Income, Trading Systems, Hedge Funds, Capital Markets, Bloomberg, Trading, Investments, Equity Trading, Asset Management, Financial Markets, Risk Management, Series 7
Education
St. John's University 1989 — 1993
Bachelor of Science (B.S.), International Finance
Villanova University
Master of Business Administration (M.B.A.), Finance, General, INCOMPLETE
ABEL NOSER May 1998 - Present
Susquehanna International Group, LLP (SIG) January 1995 - May 1998
Salomon Brothers May 1993 - January 1995
Skills
Equities, Electronic Trading, Securities, Series 63, Fixed Income, Trading Systems, Hedge Funds, Capital Markets, Bloomberg, Trading, Investments, Equity Trading, Asset Management, Financial Markets, Risk Management, Series 7
Education
St. John's University 1989 — 1993
Bachelor of Science (B.S.), International Finance
Villanova University
Master of Business Administration (M.B.A.), Finance, General, INCOMPLETE
Michael V. Crooks's Salomon Brothers Experience 1991 - 1991
Job Founder at Now Atkins LLC
Industry Financial Services
Experience
Varas Capital 2015 - Present
Now Atkins LLC 2010 - Present
MVC Consulting LLC January 2006 - Present
DLJ/Credit Suisse 2000 - 2005
Paine Webber 1992 - 1995
Salomon Brothers 1991 - 1991
Morgan Stanley 1986 - 1990
Skills
Equity Derivatives, Equities, Structured Finance, Investments, Hedge Funds, Asset Management, Private Equity, Alternative Investments, Portfolio Management, Investment Banking, Strategic Planning, Financial Modeling, Capital Markets, Corporate Finance, Due Diligence, Derivatives
Education
Wharton School of Business 1984 — 1986
MBA in Finance
Rutgers University 1981 — 1984
Bachelors in Business Administration
Varas Capital 2015 - Present
Now Atkins LLC 2010 - Present
MVC Consulting LLC January 2006 - Present
DLJ/Credit Suisse 2000 - 2005
Paine Webber 1992 - 1995
Salomon Brothers 1991 - 1991
Morgan Stanley 1986 - 1990
Skills
Equity Derivatives, Equities, Structured Finance, Investments, Hedge Funds, Asset Management, Private Equity, Alternative Investments, Portfolio Management, Investment Banking, Strategic Planning, Financial Modeling, Capital Markets, Corporate Finance, Due Diligence, Derivatives
Education
Wharton School of Business 1984 — 1986
MBA in Finance
Rutgers University 1981 — 1984
Bachelors in Business Administration
Andrew Gutcho's Salomon Brothers Experience 1994 - 1996
Job Controller, Morgan Stanley Bank, N.A.
Industry Banking
Experience
Morgan Stanley 2013 - Present
JPMorgan Chase 2012 - 2013
JPMorgan Chase 2010 - 2012
JPMorgan Chase 2007 - 2010
JPMorgan Chase 1998 - 2007
Culpeper Consulting Group 1996 - 1998
Salomon Brothers 1994 - 1996
Skills
Management, Financial Analysis, Finance, Banking, Program Management, Investment Banking, Mergers & Acquisitions, Risk Management, Acquisition Integration, Fixed Income, Integration, Capital Markets, Financial Services
Education
Seton Hall University
Master of Business Administration (MBA), Accounting
State University of New York College at Oswego
Bachelor's degree, Business/Economics
Morgan Stanley 2013 - Present
JPMorgan Chase 2012 - 2013
JPMorgan Chase 2010 - 2012
JPMorgan Chase 2007 - 2010
JPMorgan Chase 1998 - 2007
Culpeper Consulting Group 1996 - 1998
Salomon Brothers 1994 - 1996
Skills
Management, Financial Analysis, Finance, Banking, Program Management, Investment Banking, Mergers & Acquisitions, Risk Management, Acquisition Integration, Fixed Income, Integration, Capital Markets, Financial Services
Education
Seton Hall University
Master of Business Administration (MBA), Accounting
State University of New York College at Oswego
Bachelor's degree, Business/Economics
Erik Wayda's Salomon Brothers Experience July 1990 - June 1994
Job at Rimrock Capital Management, LLC
Industry Financial Services
Experience
Rimrock Capital Management, LLC September 2010 - Present
Drake Management June 2004 - July 2009
Prudential Insurance Company June 1999 - June 2004
Salomon Brothers July 1990 - June 1994
Skills
Credit Analysis, Structured Products, Fixed Income, Trading, Investment Strategies, Finance, Portfolio Management, Hedge Funds, Investments, ABS, Alternative Investments, Loan Origination, Mortgage Lending, Bloomberg
Education
Stanford University Graduate School of Business 1994 — 1996
M.B.A, Finance
University of Pennsylvania 1986 — 1990
B.S., Finance and Engineering
University of Pennsylvania - The Wharton School 1986 — 1990
B.S., Finance
Rimrock Capital Management, LLC September 2010 - Present
Drake Management June 2004 - July 2009
Prudential Insurance Company June 1999 - June 2004
Salomon Brothers July 1990 - June 1994
Skills
Credit Analysis, Structured Products, Fixed Income, Trading, Investment Strategies, Finance, Portfolio Management, Hedge Funds, Investments, ABS, Alternative Investments, Loan Origination, Mortgage Lending, Bloomberg
Education
Stanford University Graduate School of Business 1994 — 1996
M.B.A, Finance
University of Pennsylvania 1986 — 1990
B.S., Finance and Engineering
University of Pennsylvania - The Wharton School 1986 — 1990
B.S., Finance
Sangeeta Kalra's Salomon Brothers Experience March 1997 - January 1998
Job Investor Relations Vice President at Angelo, Gordon & Co.
Industry Financial Services
Experience
Angelo, Gordon & Co. September 2003 - Present
Forbes.com February 2000 - November 2002
Chase January 1998 - February 2000
Salomon Brothers March 1997 - January 1998
Time Warner Cable December 1988 - March 1997
Skills
Hedge Funds, Asset Management, Alternative Investments, Private Equity, Financial Modeling, Investments, Fixed Income, Due Diligence, Valuation, Equities, Corporate Events, Investor Relations, Conference Organization
Education
Queens College
B.A. Arts & Humanities, Speech-Language Pathology/Pathologist
Angelo, Gordon & Co. September 2003 - Present
Forbes.com February 2000 - November 2002
Chase January 1998 - February 2000
Salomon Brothers March 1997 - January 1998
Time Warner Cable December 1988 - March 1997
Skills
Hedge Funds, Asset Management, Alternative Investments, Private Equity, Financial Modeling, Investments, Fixed Income, Due Diligence, Valuation, Equities, Corporate Events, Investor Relations, Conference Organization
Education
Queens College
B.A. Arts & Humanities, Speech-Language Pathology/Pathologist
James Treco's Salomon Brothers Experience 1984 - 1997
Job
Industry Financial Services
Experience
Gleacher and Company October 2012 - September 2013
First Chicago Advisors, Inc. May 2009 - October 2012
Citigroup 1996 - 2008
Salomon Brothers 1984 - 1997
Skills
Investment Banking, Capital Markets, Fixed Income, Equities, IPO, Private Equity, Venture Capital, Mergers & Acquisitions, Financial Modeling, Finance, Alternative Investments, Mergers, Derivatives, Corporate Finance, Hedge Funds, Investments, Trading, Valuation, Emerging Markets, Structured Finance, LBO
Education
Stanford University Graduate School of Business 1982 — 1984
MBA
Yale University 1973 — 1977
BA
Hawken School 1969 — 1973
Gleacher and Company October 2012 - September 2013
First Chicago Advisors, Inc. May 2009 - October 2012
Citigroup 1996 - 2008
Salomon Brothers 1984 - 1997
Skills
Investment Banking, Capital Markets, Fixed Income, Equities, IPO, Private Equity, Venture Capital, Mergers & Acquisitions, Financial Modeling, Finance, Alternative Investments, Mergers, Derivatives, Corporate Finance, Hedge Funds, Investments, Trading, Valuation, Emerging Markets, Structured Finance, LBO
Education
Stanford University Graduate School of Business 1982 — 1984
MBA
Yale University 1973 — 1977
BA
Hawken School 1969 — 1973
Mary (Zeller) Kunka's Salomon Brothers Experience 1988 - 1991
Job Managing Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank August 2012 - Present
G2 Investment Group, LLC September 2010 - August 2012
Lehman Brothers June 1991 - September 2010
Salomon Brothers 1988 - 1991
Skills
CMBS, Fixed Income, Capital Markets, Securitization, Structured Products, Hedge Funds, Financial Structuring, Asset Managment, Structured Finance, Asset Management, Investment Banking, Private Equity, Mezzanine, Equities, Bloomberg, Bonds, MBS, Alternative Investments, Derivatives, Real Estate Economics, Valuation, CDO, ABS, Securities, Due Diligence, Credit Derivatives, Investments, Middle Office, Emerging Markets, Portfolio Management, Credit Analysis, Investment Management, Syndications, CDS, Equity Research, High Yield, Financial Markets, Equity Derivatives, Debt Restructuring, Interest Rate..., Trading Systems, Financial Modeling, Corporate Finance, Trading
Education
Saint Michael's College 1981 — 1985
B.S., Mathematics
St. Dominic Academy 1977 — 1981
UBS Investment Bank August 2012 - Present
G2 Investment Group, LLC September 2010 - August 2012
Lehman Brothers June 1991 - September 2010
Salomon Brothers 1988 - 1991
Skills
CMBS, Fixed Income, Capital Markets, Securitization, Structured Products, Hedge Funds, Financial Structuring, Asset Managment, Structured Finance, Asset Management, Investment Banking, Private Equity, Mezzanine, Equities, Bloomberg, Bonds, MBS, Alternative Investments, Derivatives, Real Estate Economics, Valuation, CDO, ABS, Securities, Due Diligence, Credit Derivatives, Investments, Middle Office, Emerging Markets, Portfolio Management, Credit Analysis, Investment Management, Syndications, CDS, Equity Research, High Yield, Financial Markets, Equity Derivatives, Debt Restructuring, Interest Rate..., Trading Systems, Financial Modeling, Corporate Finance, Trading
Education
Saint Michael's College 1981 — 1985
B.S., Mathematics
St. Dominic Academy 1977 — 1981
Errin Chapin's Salomon Brothers Experience 1986 - 1989
Job Accounting at Forge Worldwide LLC
Industry Marketing and Advertising
Experience
Forge Worldwide LLC VP SalesKidder Peabody1989 - 1994
Salomon Brothers 1986 - 1989
Education
Smith College 1981 — 1985
Political Science
Forge Worldwide LLC VP SalesKidder Peabody1989 - 1994
Salomon Brothers 1986 - 1989
Education
Smith College 1981 — 1985
Political Science
Gunter Heiland's Salomon Brothers Experience 1989 - 1996
Job Partner at Gramercy Funds Management LLC
Industry Investment Management
Experience
Gramercy Funds Management LLC ("Gramercy") May 2010 - Present
JPMorgan Asset Management November 2002 - October 2009
JPMorgan Chase July 1997 - October 2009
Salomon Brothers 1989 - 1996
Skills
Fixed Income Trading, Emerging Markets, Asset Management, Debt, Fixed Income, Bonds, Asset Managment, Portfolio Management, Hedge Funds, Equities
Education
Rensselaer Polytechnic Institute 1985 — 1989
Bachelor, Comp Sci, Economics
Gramercy Funds Management LLC ("Gramercy") May 2010 - Present
JPMorgan Asset Management November 2002 - October 2009
JPMorgan Chase July 1997 - October 2009
Salomon Brothers 1989 - 1996
Skills
Fixed Income Trading, Emerging Markets, Asset Management, Debt, Fixed Income, Bonds, Asset Managment, Portfolio Management, Hedge Funds, Equities
Education
Rensselaer Polytechnic Institute 1985 — 1989
Bachelor, Comp Sci, Economics
Leanne M. Bell's Salomon Brothers Experience August 1982 - December 1987
Job Board of Directors Front Street Re
Industry Venture Capital & Private Equity
Experience
Front Street Re November 2014 - Present
Onyx Renewable Partners, a Blackstone portfolio company December 2014 - April 2015
Synergy Renewables, a BP Capital and Providence Energy portfolio company June 2013 - December 2014
Tiger Infrastructure Partners, a private equity infrastructure fund August 2009 - June 2013
Lehman Brothers Global Infrastructure Partners, a private equity infrastructure fund February 2008 - July 2009
GE Capital Energy Financial Services August 1997 - February 2008
Duke Louis Dreyfus, a power marketing firm, jointly owned by Duke Power and Louis Dreyfus August 1996 - August 1997
Prudential Power Funding Associates January 1988 - August 1996
Salomon Brothers August 1982 - December 1987
Skills
Management, Private Equity, Capital Markets, Structured Finance, Valuation, Financial Structuring, Investment Banking, Equities, Financial Modeling, Corporate Finance, Due Diligence, Leveraged Finance, Hedge Funds, Alternative Investments, Mergers & Acquisitions
Education
Smith College 1978 — 1982
AB
Front Street Re November 2014 - Present
Onyx Renewable Partners, a Blackstone portfolio company December 2014 - April 2015
Synergy Renewables, a BP Capital and Providence Energy portfolio company June 2013 - December 2014
Tiger Infrastructure Partners, a private equity infrastructure fund August 2009 - June 2013
Lehman Brothers Global Infrastructure Partners, a private equity infrastructure fund February 2008 - July 2009
GE Capital Energy Financial Services August 1997 - February 2008
Duke Louis Dreyfus, a power marketing firm, jointly owned by Duke Power and Louis Dreyfus August 1996 - August 1997
Prudential Power Funding Associates January 1988 - August 1996
Salomon Brothers August 1982 - December 1987
Skills
Management, Private Equity, Capital Markets, Structured Finance, Valuation, Financial Structuring, Investment Banking, Equities, Financial Modeling, Corporate Finance, Due Diligence, Leveraged Finance, Hedge Funds, Alternative Investments, Mergers & Acquisitions
Education
Smith College 1978 — 1982
AB
Joseph Manheim's Salomon Brothers Experience May 1997 - January 2000
Job Managing Director at Reath & Company
Industry Financial Services
Experience
Reath & Company LLC December 2014 - Present
Delaware Valley Regional Center May 2014 - Present
The Swarthmore Group February 2011 - December 2014
Resolution Partners February 2009 - February 2011
ING January 2004 - February 2009
Cross Asset Management December 2001 - October 2003
Salomon Brothers May 1997 - January 2000
Skills
Hedge Funds, Derivatives, Alternative Investments, Fixed Income, Capital Markets, High Yield, Credit, Trading, Portfolio Management, Proprietary Trading, Asset Management, Bonds, Structured Products, Financial Markets, Investment Banking, Structured Finance, Valuation, Credit Derivatives, Leveraged Finance, FX Options, Bloomberg, Corporate Finance, Equity Derivatives, Financial Modeling, Private Equity, Private Banking, Asset Allocation, Arbitrage, Credit Analysis, Project Finance, Equities, Mutual Funds
Education
St. John's College 1993 — 1997
BA, Philosophy, Mathematics, Classics
hopewell valley 1991 — 1993
Reath & Company LLC December 2014 - Present
Delaware Valley Regional Center May 2014 - Present
The Swarthmore Group February 2011 - December 2014
Resolution Partners February 2009 - February 2011
ING January 2004 - February 2009
Cross Asset Management December 2001 - October 2003
Salomon Brothers May 1997 - January 2000
Skills
Hedge Funds, Derivatives, Alternative Investments, Fixed Income, Capital Markets, High Yield, Credit, Trading, Portfolio Management, Proprietary Trading, Asset Management, Bonds, Structured Products, Financial Markets, Investment Banking, Structured Finance, Valuation, Credit Derivatives, Leveraged Finance, FX Options, Bloomberg, Corporate Finance, Equity Derivatives, Financial Modeling, Private Equity, Private Banking, Asset Allocation, Arbitrage, Credit Analysis, Project Finance, Equities, Mutual Funds
Education
St. John's College 1993 — 1997
BA, Philosophy, Mathematics, Classics
hopewell valley 1991 — 1993
Jeff Lox's Salomon Brothers Experience August 1993 - May 2002
Job Independent Financial Services Professional
Industry Financial Services
Experience
Lox Consulting Associates September 2009 - Present
Merrill Lynch 2002 - 2008
Salomon Brothers August 1993 - May 2002
Skills
Fixed Income, Emerging Markets, Bonds, Derivatives, Investments, Equities, Credit Derivatives, Portfolio Management, Investment Banking, Capital Markets, Structured Products, Financial Modeling, Hedge Funds
Education
Stanford University 1989 — 1993
B.A.S., Mathematical and Computational Science / Economics
Lox Consulting Associates September 2009 - Present
Merrill Lynch 2002 - 2008
Salomon Brothers August 1993 - May 2002
Skills
Fixed Income, Emerging Markets, Bonds, Derivatives, Investments, Equities, Credit Derivatives, Portfolio Management, Investment Banking, Capital Markets, Structured Products, Financial Modeling, Hedge Funds
Education
Stanford University 1989 — 1993
B.A.S., Mathematical and Computational Science / Economics
Alexandria Pertose-Capra's Salomon Brothers Experience 1990 - 1993
Job Financial Services Professional
Industry Financial Services
Experience
ING Barings 1998 - 2000
Nextera Enterprises, Inc. 1998 - 1999
Ernst & Young 1994 - 1998
Special Project 1997 - 1997
Salomon Brothers 1990 - 1993
Bankers Trust 1988 - 1989
Prudential Financial 1988 - 1988
Skills
Equities
Education
St. John's University, The Peter J. Tobin College of Business 1991 — 1993
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1986 — 1990
BA, Finance
ING Barings 1998 - 2000
Nextera Enterprises, Inc. 1998 - 1999
Ernst & Young 1994 - 1998
Special Project 1997 - 1997
Salomon Brothers 1990 - 1993
Bankers Trust 1988 - 1989
Prudential Financial 1988 - 1988
Skills
Equities
Education
St. John's University, The Peter J. Tobin College of Business 1991 — 1993
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1986 — 1990
BA, Finance
Amanda Salmon's Salomon Brothers Experience 1995 - 1998
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse 2000 - Present
IKON Office Solutions November 1998 - August 2000
Salomon Smith Barney September 1996 - November 1998
Salomon Brothers 1995 - 1998
Education
Rutgers, The State University of New Jersey-Newark 1985 — 1990
BA, Political Science
Credit Suisse 2000 - Present
IKON Office Solutions November 1998 - August 2000
Salomon Smith Barney September 1996 - November 1998
Salomon Brothers 1995 - 1998
Education
Rutgers, The State University of New Jersey-Newark 1985 — 1990
BA, Political Science
Garrett O'Reilly's Salomon Brothers Experience July 1991 - March 1994
Job Managing Director Global Head Research Compliance
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2010 - Present
Goldman Sachs April 2003 - August 2010
Goldman Sachs July 1999 - April 2003
Donaldson, Lufkin & Jenrette 1994 - 1999
Salomon Brothers July 1991 - March 1994
Skills
Hedge Funds, Capital Markets, Investment Banking, Equities, Fixed Income
Education
St. John's University, The Peter J. Tobin College of Business 1990 — 1995
MBA, Accounting
St. John's University, The Peter J. Tobin College of Business 1985 — 1987
BS, Finance
Bank of America Merrill Lynch August 2010 - Present
Goldman Sachs April 2003 - August 2010
Goldman Sachs July 1999 - April 2003
Donaldson, Lufkin & Jenrette 1994 - 1999
Salomon Brothers July 1991 - March 1994
Skills
Hedge Funds, Capital Markets, Investment Banking, Equities, Fixed Income
Education
St. John's University, The Peter J. Tobin College of Business 1990 — 1995
MBA, Accounting
St. John's University, The Peter J. Tobin College of Business 1985 — 1987
BS, Finance
Christopher Paolino's Salomon Brothers Experience January 1992 - March 1994
Job Director at Guggenheim Liquidity Services, LLC
Industry Financial Services
Experience
Guggenheim Securities April 2010 - Present
LBBW Securities, LLC December 2008 - April 2010
Goldman Sachs March 1994 - December 2008
Salomon Brothers January 1992 - March 1994
Education
Saint Peter's University 1998 — 2000
MS, Accounting
Stockton University 1989 — 1991
BA, Accounting
Guggenheim Securities April 2010 - Present
LBBW Securities, LLC December 2008 - April 2010
Goldman Sachs March 1994 - December 2008
Salomon Brothers January 1992 - March 1994
Education
Saint Peter's University 1998 — 2000
MS, Accounting
Stockton University 1989 — 1991
BA, Accounting
Kurt Haney's Salomon Brothers Experience June 1976 - November 1990
Job Deutsche Bank Securities
Industry Financial Services
Experience
Deutsche Bank Securities August 2013 - Present
Argentus Partners April 2010 - August 2013
Lehman Brothers November 1990 - April 2009
Salomon Brothers June 1976 - November 1990
Skills
Banking, Sales Management, New Business Development, Sales Operations, Business Strategy, Marketing Strategy, Portfolio Management, Trading, Financial Analysis
Education
SMU 1975 — 1976
MBA
Texas Tech University 1970 — 1974
BBA Finance Accounting
Deutsche Bank Securities August 2013 - Present
Argentus Partners April 2010 - August 2013
Lehman Brothers November 1990 - April 2009
Salomon Brothers June 1976 - November 1990
Skills
Banking, Sales Management, New Business Development, Sales Operations, Business Strategy, Marketing Strategy, Portfolio Management, Trading, Financial Analysis
Education
SMU 1975 — 1976
MBA
Texas Tech University 1970 — 1974
BBA Finance Accounting
Sandra Legieza's Salomon Brothers Experience 1993 - 1997
Job Executive Director at JP Morgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase November 2013 - Present
Standard & Poor's February 2009 - November 2013
Nomura Securities 2001 - 2008
Credit Suisse 1997 - 2001
Salomon Brothers 1993 - 1997
Dean Witter Reynolds, Inc. 1989 - 1993
Skills
Hedge Funds, Fixed Income, Equity Trading, Investment Banking, Financial Services, Securities, Equities, Capital Markets, Trading, Bonds, Derivatives, Structured Products, Financial Markets, Securities Regulation, Financial Regulation, Vendor Management, FINRA
Education
Forham University
Master of Business Administration (MBA), Finance, General
St. Thomas Aquinas College
The University of Texas at Austin
JPMorgan Chase November 2013 - Present
Standard & Poor's February 2009 - November 2013
Nomura Securities 2001 - 2008
Credit Suisse 1997 - 2001
Salomon Brothers 1993 - 1997
Dean Witter Reynolds, Inc. 1989 - 1993
Skills
Hedge Funds, Fixed Income, Equity Trading, Investment Banking, Financial Services, Securities, Equities, Capital Markets, Trading, Bonds, Derivatives, Structured Products, Financial Markets, Securities Regulation, Financial Regulation, Vendor Management, FINRA
Education
Forham University
Master of Business Administration (MBA), Finance, General
St. Thomas Aquinas College
The University of Texas at Austin
Edward Farrell's Salomon Brothers Experience 1984 - 1998
Job SVP Interim Chief Financial Officer, Chief Accounting Officer and Controller at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein January 2011 - Present
AllianceBernstein August 2003 - Present
Nomura Securities International, Inc. 1994 - 2004
Salomon Brothers 1984 - 1998
PricewaterhouseCoopers 1982 - 1984
Skills
Mergers, Strategic Financial..., Risk Management, Accounting, Financial Modeling, Auditing, Financial Analysis
Education
Saint Bonaventure University 1978 — 1982
1982, Accounting
AllianceBernstein January 2011 - Present
AllianceBernstein August 2003 - Present
Nomura Securities International, Inc. 1994 - 2004
Salomon Brothers 1984 - 1998
PricewaterhouseCoopers 1982 - 1984
Skills
Mergers, Strategic Financial..., Risk Management, Accounting, Financial Modeling, Auditing, Financial Analysis
Education
Saint Bonaventure University 1978 — 1982
1982, Accounting
Thomas Lynch's Salomon Brothers Experience September 1990 - October 1997
Job Executive Vice President at KDC Solar
Industry Renewables & Environment
Experience
KDC Solar February 2010 - Present
Deutsche Bank April 2003 - February 2010
Goldman Sachs December 1997 - April 2003
Salomon Brothers September 1990 - October 1997
AT&T Capital Corp March 1989 - September 1990
Westinghouse Financial Corp 1988 - March 1989
Signal Capital Corp 1986 - 1988
Skills
Renewable Energy, Mergers & Acquisitions, Structured Finance, Project Finance, Energy, Private Equity, Financial Modeling, Financial Structuring, Asset Management, Mergers, Valuation, Due Diligence, Venture Capital, Cleantech, Corporate Development, Emerging Markets, Corporate Finance, M&A experience, Joint Ventures, Investment Banking, Divestitures, Private Placements
Education
Southern New Hampshire University 1986 — 1988
MBA, Finance
University of Scranton 1982 — 1986
BS, Accounting
Allentown Central Catholic High School 1978 — 1982
KDC Solar February 2010 - Present
Deutsche Bank April 2003 - February 2010
Goldman Sachs December 1997 - April 2003
Salomon Brothers September 1990 - October 1997
AT&T Capital Corp March 1989 - September 1990
Westinghouse Financial Corp 1988 - March 1989
Signal Capital Corp 1986 - 1988
Skills
Renewable Energy, Mergers & Acquisitions, Structured Finance, Project Finance, Energy, Private Equity, Financial Modeling, Financial Structuring, Asset Management, Mergers, Valuation, Due Diligence, Venture Capital, Cleantech, Corporate Development, Emerging Markets, Corporate Finance, M&A experience, Joint Ventures, Investment Banking, Divestitures, Private Placements
Education
Southern New Hampshire University 1986 — 1988
MBA, Finance
University of Scranton 1982 — 1986
BS, Accounting
Allentown Central Catholic High School 1978 — 1982
Kevin Barrows's Salomon Brothers Experience 1987 - 1988
Job Principal at Renaissance Associates, Ltd
Industry Security and Investigations
Experience
Renaissance Associates, Ltd March 2005 - Present
Stroz Friedberg 2003 - 2005
FBI 1997 - 2003
Dwyer, Connell & Lisbona 1989 - 1997
Salomon Brothers 1987 - 1988
Skills
Private Investigations, Computer Forensics, Internal Investigations, Litigation Support, Fraud, Forensic Analysis, Cybercrime, Criminal Investigations, Enforcement, Evidence, FCPA, EnCase, Investigation, Background Checks, Expert Witness, Interrogation, Criminal Law, Certified Fraud Examiner, Criminal Justice, Executive Protection, Litigation, Homeland Security, Corporate Security, Asset Protection, Trials, Surveillance, Identity Theft, Security
Education
Seton Hall University School of Law 1988 — 1991
JD, Law
Seton Hall University 1983 — 1987
BS, Economics
Renaissance Associates, Ltd March 2005 - Present
Stroz Friedberg 2003 - 2005
FBI 1997 - 2003
Dwyer, Connell & Lisbona 1989 - 1997
Salomon Brothers 1987 - 1988
Skills
Private Investigations, Computer Forensics, Internal Investigations, Litigation Support, Fraud, Forensic Analysis, Cybercrime, Criminal Investigations, Enforcement, Evidence, FCPA, EnCase, Investigation, Background Checks, Expert Witness, Interrogation, Criminal Law, Certified Fraud Examiner, Criminal Justice, Executive Protection, Litigation, Homeland Security, Corporate Security, Asset Protection, Trials, Surveillance, Identity Theft, Security
Education
Seton Hall University School of Law 1988 — 1991
JD, Law
Seton Hall University 1983 — 1987
BS, Economics
Janice Warne's Salomon Brothers Experience August 1987 - September 1997
Job Chair, Women's Initiative Network Advisory Committee, Stanford GSB and Currently Retired Financial Services Professional
Industry Financial Services
Experience
Stanford University Graduate School of Business November 2011 - Present
Girls Inc. 1998 - 2010
Citigroup September 1997 - November 2008
Salomon Brothers August 1987 - September 1997
Skills
Fixed Income, Portfolio Management, Capital Markets, Investments, Investment Banking, Derivatives, Hedge Funds, Alternative Investments, Structured Finance, Risk Management, Corporate Finance, Securities, Structured Products, Bonds, Financial Services
Education
Stanford University Graduate School of Business 1985 — 1987
MBA, Finance
Stanford University 1974 — 1979
BS with Honors in the Humanities, Earth Sciences
Stanford University Graduate School of Business November 2011 - Present
Girls Inc. 1998 - 2010
Citigroup September 1997 - November 2008
Salomon Brothers August 1987 - September 1997
Skills
Fixed Income, Portfolio Management, Capital Markets, Investments, Investment Banking, Derivatives, Hedge Funds, Alternative Investments, Structured Finance, Risk Management, Corporate Finance, Securities, Structured Products, Bonds, Financial Services
Education
Stanford University Graduate School of Business 1985 — 1987
MBA, Finance
Stanford University 1974 — 1979
BS with Honors in the Humanities, Earth Sciences
Howard Brazinsky's Salomon Brothers Experience January 1993 - January 1998
Job Sr. Strategic Sourcing and Vendor Relations Manager at Fidelity National Financial
Industry Financial Services
Experience
Fidelity National Financial September 2014 - Present
Cross Point Capital, LLC November 2013 - September 2014
BGC Partners December 2010 - December 2012
ICAP January 2009 - January 2010
Citi January 1998 - November 2008
Salomon Brothers January 1993 - January 1998
SALOMON BROTHERS, INC January 1992 - January 1993
Skills
Fixed Income Trading, Emerging Markets, Treasury, Fixed Income, Derivatives, Trading, Bonds, Investments, Hedge Funds, Finance, Securities, Financial Risk, Banking, Corporate Finance, Credit, Settlement, Prime Brokerage, Hedging, Foreign Exchange, Funding, Securities Lending, Start-ups, Equities, CRM, Options, Investment Banking, Capital Markets, Bloomberg, Swaps, Economics, Structured Products, FX Options, Equity Derivatives
Education
Ramapo College of New Jersey 1984 — 1988
BA, Economics
Ramapo State College of New Jersey 1984 — 1988
Bachelor of Arts, Economics
Fidelity National Financial September 2014 - Present
Cross Point Capital, LLC November 2013 - September 2014
BGC Partners December 2010 - December 2012
ICAP January 2009 - January 2010
Citi January 1998 - November 2008
Salomon Brothers January 1993 - January 1998
SALOMON BROTHERS, INC January 1992 - January 1993
Skills
Fixed Income Trading, Emerging Markets, Treasury, Fixed Income, Derivatives, Trading, Bonds, Investments, Hedge Funds, Finance, Securities, Financial Risk, Banking, Corporate Finance, Credit, Settlement, Prime Brokerage, Hedging, Foreign Exchange, Funding, Securities Lending, Start-ups, Equities, CRM, Options, Investment Banking, Capital Markets, Bloomberg, Swaps, Economics, Structured Products, FX Options, Equity Derivatives
Education
Ramapo College of New Jersey 1984 — 1988
BA, Economics
Ramapo State College of New Jersey 1984 — 1988
Bachelor of Arts, Economics
Peter Mauro's Salomon Brothers Experience June 1992 - August 1995
Job Director Finance at First Data Corporation
Industry Financial Services
Experience
First Data Commercial Services October 2003 - Present
MCI June 2001 - October 2003
Robert Half International March 2000 - April 2001
Credit Suisse First Boston June 1999 - February 2000
Altria August 1995 - June 1999
Salomon Brothers June 1992 - August 1995
KPMG Peat Marwick August 1990 - May 1992
Skills
Strategic Financial..., Finance, Credit Cards, Hyperion Enterprise, Management, Financial Reporting, Risk Management, Managerial Finance, Forecasting, Merchant Services, Financial Analysis, Financial Modeling, Accounting, Process Improvement, Payment Card Processing, Business Development, Electronic Payments, Payments
Education
St. John's University, The Peter J. Tobin College of Business 1986 — 1990
BS, Accounting
First Data Commercial Services October 2003 - Present
MCI June 2001 - October 2003
Robert Half International March 2000 - April 2001
Credit Suisse First Boston June 1999 - February 2000
Altria August 1995 - June 1999
Salomon Brothers June 1992 - August 1995
KPMG Peat Marwick August 1990 - May 1992
Skills
Strategic Financial..., Finance, Credit Cards, Hyperion Enterprise, Management, Financial Reporting, Risk Management, Managerial Finance, Forecasting, Merchant Services, Financial Analysis, Financial Modeling, Accounting, Process Improvement, Payment Card Processing, Business Development, Electronic Payments, Payments
Education
St. John's University, The Peter J. Tobin College of Business 1986 — 1990
BS, Accounting
Jonathan Turk's Salomon Brothers Experience 1986 - 1987
Job Managing Partner & Director at Cygnus Investment Partners L.P.
Industry Financial Services
Experience
Cygnus Investment Partners January 2015 - Present
Arithmos Financial Innovations Inc. 2012 - Present
The Dearborn Park Group, LLC 2008 - 2011
Avenue Edit, Inc. 2006 - 2008
Unity Capital Partners, LLC 2004 - 2008
Northcoast Capital Management, Inc. 1997 - 2004
EVEREN Securities, Inc. f/k/a Kemper Securities, Inc. 1993 - 1997
Baxter Healthcare 1991 - 1993
United Nations 1988 - 1988
Salomon Brothers 1986 - 1987
Skills
Alternative Investments, Series 7, Private Equity, Venture Capital, Hedge Funds, Equities, Investment Banking, Wealth Management, Investments, Capital Markets, Investment Advisory, Mutual Funds, Securities, Asset Managment, Mergers, Asset Management, Mergers & Acquisitions, Financial Analysis, Corporate Finance, Structured Finance, Securities Regulation, Due Diligence, Strategic Financial..., Investor Relations, Investment Management, Strategy, Valuation, Investment Strategies, Financial Services, Asset Allocation, Fixed Income, Financial Planning
Education
Universtiy of Chicago Graduate School of Business 1989 — 1991
MBA, Finance
Stanford University 1982 — 1986
Bachelor of Arts (B.A.), Economics
Morgan Park Academy 1970 — 1982
Cygnus Investment Partners January 2015 - Present
Arithmos Financial Innovations Inc. 2012 - Present
The Dearborn Park Group, LLC 2008 - 2011
Avenue Edit, Inc. 2006 - 2008
Unity Capital Partners, LLC 2004 - 2008
Northcoast Capital Management, Inc. 1997 - 2004
EVEREN Securities, Inc. f/k/a Kemper Securities, Inc. 1993 - 1997
Baxter Healthcare 1991 - 1993
United Nations 1988 - 1988
Salomon Brothers 1986 - 1987
Skills
Alternative Investments, Series 7, Private Equity, Venture Capital, Hedge Funds, Equities, Investment Banking, Wealth Management, Investments, Capital Markets, Investment Advisory, Mutual Funds, Securities, Asset Managment, Mergers, Asset Management, Mergers & Acquisitions, Financial Analysis, Corporate Finance, Structured Finance, Securities Regulation, Due Diligence, Strategic Financial..., Investor Relations, Investment Management, Strategy, Valuation, Investment Strategies, Financial Services, Asset Allocation, Fixed Income, Financial Planning
Education
Universtiy of Chicago Graduate School of Business 1989 — 1991
MBA, Finance
Stanford University 1982 — 1986
Bachelor of Arts (B.A.), Economics
Morgan Park Academy 1970 — 1982
Bill Mollica's Salomon Brothers Experience 1982 - 1993
Job Principal Consultant at Capco
Industry Financial Services
Experience
Capco January 2014 - Present
Monmouth Council, Boy Scouts of America 2013 - 2015
FITS-INC June 2007 - October 2013
Pershing LLC July 2000 - June 2007
Bear Stearns November 1993 - July 2000
Salomon Brothers 1982 - 1993
Skills
Project Management, Business Analysis, Program Management, SDLC, PMO, Project Delivery, Project Portfolio..., Requirements Analysis, Change Management, Vendor Management, Clearing, Front to Back Office, Financial Markets, Financial Services, Risk Management, Capital Markets, Management, Equities, Derivatives, Fixed Income, Strategy, Investment Banking, IT Strategy, Asset Management
Education
St. John's University 1980 — 1982
Associate of Science (AS), Accounting
Capco January 2014 - Present
Monmouth Council, Boy Scouts of America 2013 - 2015
FITS-INC June 2007 - October 2013
Pershing LLC July 2000 - June 2007
Bear Stearns November 1993 - July 2000
Salomon Brothers 1982 - 1993
Skills
Project Management, Business Analysis, Program Management, SDLC, PMO, Project Delivery, Project Portfolio..., Requirements Analysis, Change Management, Vendor Management, Clearing, Front to Back Office, Financial Markets, Financial Services, Risk Management, Capital Markets, Management, Equities, Derivatives, Fixed Income, Strategy, Investment Banking, IT Strategy, Asset Management
Education
St. John's University 1980 — 1982
Associate of Science (AS), Accounting
Jean Sherlock's Salomon Brothers Experience April 1986 - January 1996
Job Director at New York Film Academy
Industry Education Management
Experience
New York Film Academy May 1996 - Present
Salomon Brothers April 1986 - January 1996
Skills
Film, Screenwriting, Film Production, Television, Short Films, Finance, Video, Securities, Cinematography, Video Production, Feature Films, Entrepreneurship, Directing, Social Networking, Final Draft, Independent Film, Music Videos, Pre-production, Producing, Commercials, Documentaries, Film Editing, Marketing, Radio Advertising, Educational Management
Education
Skidmore College 1982 — 1986
BA Economics
The Dalton School 1970 — 1982
New York Film Academy May 1996 - Present
Salomon Brothers April 1986 - January 1996
Skills
Film, Screenwriting, Film Production, Television, Short Films, Finance, Video, Securities, Cinematography, Video Production, Feature Films, Entrepreneurship, Directing, Social Networking, Final Draft, Independent Film, Music Videos, Pre-production, Producing, Commercials, Documentaries, Film Editing, Marketing, Radio Advertising, Educational Management
Education
Skidmore College 1982 — 1986
BA Economics
The Dalton School 1970 — 1982
Steve Senz, CPA's Salomon Brothers Experience May 1987 - February 1988
Job CPA at Steven Senz, CPA
Industry Accounting
Experience
Steven Senz, CPA October 1991 - Present
Source Finance February 1988 - October 1991
Salomon Brothers May 1987 - February 1988
Touche Ross October 1985 - May 1987
Wiss & Company, LLP September 1983 - October 1985
Education
Seton Hall University 1979 — 1983
BS, Accounting
Steven Senz, CPA October 1991 - Present
Source Finance February 1988 - October 1991
Salomon Brothers May 1987 - February 1988
Touche Ross October 1985 - May 1987
Wiss & Company, LLP September 1983 - October 1985
Education
Seton Hall University 1979 — 1983
BS, Accounting
James Sfiroudis's Salomon Brothers Experience April 1997 - January 1998
Job Vice President, The Olayan Group
Industry Investment Management
Experience
The Olayan Group November 1999 - Present
Prudential Financial January 1998 - October 1999
Salomon Brothers April 1997 - January 1998
Education
St. John's University, The Peter J. Tobin College of Business 1993 — 1996
MBA, Finance
Benjamin Cardozo H.S. 1985 — 1988
The Olayan Group November 1999 - Present
Prudential Financial January 1998 - October 1999
Salomon Brothers April 1997 - January 1998
Education
St. John's University, The Peter J. Tobin College of Business 1993 — 1996
MBA, Finance
Benjamin Cardozo H.S. 1985 — 1988
Amal El Said's Salomon Brothers Experience October 1996 - May 1998
Job VP at Banco Santander
Industry Banking
Experience
Banco Santander June 2006 - Present
Deutsche Bank July 2003 - June 2006
Goldman Sachs May 1998 - March 2001
Salomon Brothers October 1996 - May 1998
Skills
Banking, Commercial Banking, Credit Risk, Loans, Credit, Credit Analysis
Education
Seton Hall University
Master's Degree, Financial Planning
Seton Hall University 1991 — 1995
Bachelor's Degree, Accounting
Banco Santander June 2006 - Present
Deutsche Bank July 2003 - June 2006
Goldman Sachs May 1998 - March 2001
Salomon Brothers October 1996 - May 1998
Skills
Banking, Commercial Banking, Credit Risk, Loans, Credit, Credit Analysis
Education
Seton Hall University
Master's Degree, Financial Planning
Seton Hall University 1991 — 1995
Bachelor's Degree, Accounting
Kimberly Keating's Salomon Brothers Experience January 1999 - January 2000
Job FMC Corporation Government Affairs Office Administrator
Industry Chemicals
Experience
FMC Corporation March 2015 - Present
FMC Corporation June 2012 - Present
FMC August 2011 - June 2012
Dow Chemical Company Advanced Materials Division (Formerly Rohm and Haas Company) 2007 - May 2011
TD Ameritrade 2005 - 2007
Citi January 2000 - January 2005
Salomon Brothers January 1999 - January 2000
Skills
Microsoft Excel, Access, Microsoft Office, PowerPoint, Microsoft Word, Accounting, Financial Reporting, Process Improvement, Financial Analysis, Accounts Receivable, Project Management, Analysis, Forecasting, Strategic Planning, Social Media, Budgets, Outlook, Office Administration
Education
School of Visual Arts
Bachelor's of Fine Art, Photography
FMC Corporation March 2015 - Present
FMC Corporation June 2012 - Present
FMC August 2011 - June 2012
Dow Chemical Company Advanced Materials Division (Formerly Rohm and Haas Company) 2007 - May 2011
TD Ameritrade 2005 - 2007
Citi January 2000 - January 2005
Salomon Brothers January 1999 - January 2000
Skills
Microsoft Excel, Access, Microsoft Office, PowerPoint, Microsoft Word, Accounting, Financial Reporting, Process Improvement, Financial Analysis, Accounts Receivable, Project Management, Analysis, Forecasting, Strategic Planning, Social Media, Budgets, Outlook, Office Administration
Education
School of Visual Arts
Bachelor's of Fine Art, Photography
Bob Yedid's Salomon Brothers Experience August 1983 - December 1991
Job Managing Director at ICR Inc.
Industry Investment Management
Experience
ICR Inc. December 2011 - Present
Hillhouse Capital Management February 2010 - April 2012
Broadfin Capital December 2010 - March 2011
Principled Capital Management January 2009 - January 2010
Principled Capital Management January 2003 - December 2008
Hillhouse Capital Management January 2001 - December 2002
Warburg Pincus January 1999 - December 2000
Bear Stearns February 1992 - December 1998
Salomon Brothers August 1983 - December 1991
Skills
Investor Relations, Investor Presentations, Investment Banking
Education
Stanford University Graduate School of Business 1981 — 1983
MBA, Finance and General Management
Yale University 1975 — 1979
BA, Economics
Yale University 1975 — 1979
Bachelor's degree, Magna Cum Laude, Economics
ICR Inc. December 2011 - Present
Hillhouse Capital Management February 2010 - April 2012
Broadfin Capital December 2010 - March 2011
Principled Capital Management January 2009 - January 2010
Principled Capital Management January 2003 - December 2008
Hillhouse Capital Management January 2001 - December 2002
Warburg Pincus January 1999 - December 2000
Bear Stearns February 1992 - December 1998
Salomon Brothers August 1983 - December 1991
Skills
Investor Relations, Investor Presentations, Investment Banking
Education
Stanford University Graduate School of Business 1981 — 1983
MBA, Finance and General Management
Yale University 1975 — 1979
BA, Economics
Yale University 1975 — 1979
Bachelor's degree, Magna Cum Laude, Economics
Rick Snyder's Salomon Brothers Experience 1996 - 1998
Job Equity Analyst
Industry Financial Services
Experience
Odeon Capital Group August 2015 - Present
Maxim Group September 2010 - August 2015
Millennium Partners 2007 - 2009
Salomon Brothers 1996 - 1998
Education
Syracuse University - Martin J. Whitman School of Management 1993 — 1996
MBA, Accounting and Finance
Southern Illinois University, Carbondale 1978 — 1981
BS, Business Administration
Odeon Capital Group August 2015 - Present
Maxim Group September 2010 - August 2015
Millennium Partners 2007 - 2009
Salomon Brothers 1996 - 1998
Education
Syracuse University - Martin J. Whitman School of Management 1993 — 1996
MBA, Accounting and Finance
Southern Illinois University, Carbondale 1978 — 1981
BS, Business Administration
Mary Miczak's Salomon Brothers Experience 1979 - 1998
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs (Retired!) August 1998 - November 2013
Salomon Brothers 1979 - 1998
Education
Rosemont College
Goldman Sachs (Retired!) August 1998 - November 2013
Salomon Brothers 1979 - 1998
Education
Rosemont College
Gary Van Schaften's Salomon Brothers Experience 1989 - 1993
Job CPA, Director Accounting, Auditing & CFO Consulting at ICON Compliance Services, LLC
Industry Accounting
Experience
ICON Compliance Services, LLC August 2012 - Present
GVS Consulting February 2011 - Present
Diabetes Foundation,Inc 1995 - Present
Integrated Packaging Corporation 2010 - 2011
Henningsen Foods, Inc. 1998 - 2010
Gibbons, Del Deo, Dolan & Vecchione 1997 - 1998
PwC 1994 - 1997
Salomon Brothers 1989 - 1993
Arthur Andersen 1982 - 1989
Roseland Office of Arthur Andersen 1971 - 1982
Skills
Financial Reporting, Internal Controls, Accounting, Managerial Finance, Financial Analysis, US GAAP, Consolidation, Mergers, GAAP, Cash Flow, Auditing, Forecasting, Cost Accounting, Risk Management, Strategic Financial..., Due Diligence, Budgets, Business Planning, Corporate Finance, Mergers & Acquisitions, Sarbanes-Oxley Act, SEC filings, Restructuring, Financial Accounting, Cash Management, Finance, IFRS, Internal Audit, Financial Audits, Financial Modeling, Acquisition Integration, Tax, CPA, Revenue Recognition, Executive Management, Enterprise Risk..., Working Capital..., Cash Flow Forecasting, Sarbanes-Oxley, Forensic Accounting, Divestitures, Business Valuation, General Ledger, SEC Filings, Financial Planning
Education
St. Francis University 1967 — 1971
BS in Business Administration, Accounting
DePaul HS
ICON Compliance Services, LLC August 2012 - Present
GVS Consulting February 2011 - Present
Diabetes Foundation,Inc 1995 - Present
Integrated Packaging Corporation 2010 - 2011
Henningsen Foods, Inc. 1998 - 2010
Gibbons, Del Deo, Dolan & Vecchione 1997 - 1998
PwC 1994 - 1997
Salomon Brothers 1989 - 1993
Arthur Andersen 1982 - 1989
Roseland Office of Arthur Andersen 1971 - 1982
Skills
Financial Reporting, Internal Controls, Accounting, Managerial Finance, Financial Analysis, US GAAP, Consolidation, Mergers, GAAP, Cash Flow, Auditing, Forecasting, Cost Accounting, Risk Management, Strategic Financial..., Due Diligence, Budgets, Business Planning, Corporate Finance, Mergers & Acquisitions, Sarbanes-Oxley Act, SEC filings, Restructuring, Financial Accounting, Cash Management, Finance, IFRS, Internal Audit, Financial Audits, Financial Modeling, Acquisition Integration, Tax, CPA, Revenue Recognition, Executive Management, Enterprise Risk..., Working Capital..., Cash Flow Forecasting, Sarbanes-Oxley, Forensic Accounting, Divestitures, Business Valuation, General Ledger, SEC Filings, Financial Planning
Education
St. Francis University 1967 — 1971
BS in Business Administration, Accounting
DePaul HS
Terry Atkinson's Salomon Brothers Experience 1977 - 1987
Job Atkinson Management Consulting
Industry Financial Services
Experience
Atkinson Management Consulting May 2012 - Present
NorthBay Stage Co 2014 - 2015
Campanile Foundation 2009 - 2014
Morgan Stanley January 2010 - April 2012
Campanile Foundation 2007 - 2011
UBS Investment Bank January 2006 - June 2007
UBS 1988 - 2006
Painewebber Inc November 1987 - November 2000
Salomon Brothers 1977 - 1987
Skills
Investment Banking, Product Management, Strategic Leadership, Capital Markets, Securities, Investments, Equities, Municipalities, Fixed Income, Series 7, Private Equity, Wealth Management, Portfolio Management, Derivatives, Hedge Funds, Series 24, Financial Services, Bloomberg, Financial Structuring, Financial Modeling, Leadership, Structured Finance, Valuation, Executive Management, Structured Products, Financial Markets, Emerging Markets, Mergers & Acquisitions, Venture Capital, Due Diligence, Investment Strategies, Mutual Funds, Finance, Management
Education
University of San Diego School of Law 1972 — 1975
Juris Doctorate, Law
San Diego State University-California State University 1965 — 1970
B.S., Political Science/Public Admin
Atkinson Management Consulting May 2012 - Present
NorthBay Stage Co 2014 - 2015
Campanile Foundation 2009 - 2014
Morgan Stanley January 2010 - April 2012
Campanile Foundation 2007 - 2011
UBS Investment Bank January 2006 - June 2007
UBS 1988 - 2006
Painewebber Inc November 1987 - November 2000
Salomon Brothers 1977 - 1987
Skills
Investment Banking, Product Management, Strategic Leadership, Capital Markets, Securities, Investments, Equities, Municipalities, Fixed Income, Series 7, Private Equity, Wealth Management, Portfolio Management, Derivatives, Hedge Funds, Series 24, Financial Services, Bloomberg, Financial Structuring, Financial Modeling, Leadership, Structured Finance, Valuation, Executive Management, Structured Products, Financial Markets, Emerging Markets, Mergers & Acquisitions, Venture Capital, Due Diligence, Investment Strategies, Mutual Funds, Finance, Management
Education
University of San Diego School of Law 1972 — 1975
Juris Doctorate, Law
San Diego State University-California State University 1965 — 1970
B.S., Political Science/Public Admin
Andrew Diaz's Salomon Brothers Experience March 1988 - July 2008
Job Director of Operational Services at College of Staten Island
Industry Education Management
Experience
College of Staten Island November 2010 - Present
Salomon Brothers March 1988 - July 2008
Education
Saint John's University - Peter J. Tobin College of Business 1985 — 1989
Bachelor's degree, Business Administration and Management, General
St Peters High School
College of Staten Island November 2010 - Present
Salomon Brothers March 1988 - July 2008
Education
Saint John's University - Peter J. Tobin College of Business 1985 — 1989
Bachelor's degree, Business Administration and Management, General
St Peters High School
Alex Brockmann's Salomon Brothers Experience 1993 - 1996
Job Portfolio Manager at Tradelink LLC
Industry Financial Services
Experience
Tradelink LLC 2010 - Present
Citadel Investment Group 2005 - 2009
Deutsche Bank 1999 - 2005
J.P. Morgan 1996 - 1999
Salomon Brothers 1993 - 1996
Skills
Emerging Markets, Credit Derivatives, Macro, Proprietary Trading, Fixed Income, Derivatives
Education
Rensselaer Polytechnic Institute 1986 — 1993
BS, MS, MBA, Physics
Tradelink LLC 2010 - Present
Citadel Investment Group 2005 - 2009
Deutsche Bank 1999 - 2005
J.P. Morgan 1996 - 1999
Salomon Brothers 1993 - 1996
Skills
Emerging Markets, Credit Derivatives, Macro, Proprietary Trading, Fixed Income, Derivatives
Education
Rensselaer Polytechnic Institute 1986 — 1993
BS, MS, MBA, Physics
Toni Palumbo's Salomon Brothers Experience 1978 - 1989
Job Executive Director
Industry Fund-Raising
Experience
Team Fox Swing for the Cure April 2012 - Present
Salomon Brothers 1978 - 1989
Skills
Fundraising, Non-profits, Event Planning, Strategic Planning, Public Relations, Social Media, Philanthropy, Research, Volunteer Management, Teaching, Marketing Strategy, Grants, Coaching, Nonprofits, Entrepreneurship, Government, Small Business, Marketing, Social Networking, Advertising, Event Management, Community Outreach, Leadership, Editing, Marketing Communications, Social Media Marketing, Online Marketing, Newsletters, Blogging, Facebook, Media Relations, Press Releases, Community Development, Email Marketing, Budgets, Leadership Development, Program Development, Team Building, Board Development, Strategic Communications, Training, Management, Recruiting, Organizational...
Education
St. Francis College
Bachelor of Applied Science (B.A.Sc.), Economics
Team Fox Swing for the Cure April 2012 - Present
Salomon Brothers 1978 - 1989
Skills
Fundraising, Non-profits, Event Planning, Strategic Planning, Public Relations, Social Media, Philanthropy, Research, Volunteer Management, Teaching, Marketing Strategy, Grants, Coaching, Nonprofits, Entrepreneurship, Government, Small Business, Marketing, Social Networking, Advertising, Event Management, Community Outreach, Leadership, Editing, Marketing Communications, Social Media Marketing, Online Marketing, Newsletters, Blogging, Facebook, Media Relations, Press Releases, Community Development, Email Marketing, Budgets, Leadership Development, Program Development, Team Building, Board Development, Strategic Communications, Training, Management, Recruiting, Organizational...
Education
St. Francis College
Bachelor of Applied Science (B.A.Sc.), Economics
Paul Voorheis's Salomon Brothers Experience 1992 - 1994
Job Managing Director at Aspen Advisors LP
Industry Financial Services
Experience
Wave Financial Partners July 2012 - Present
Aspen Advisors LP 2000 - Present
Source Media 1997 - 1999
Bristol Partners 1995 - 1996
Clean Energy Technologies 1994 - 1995
Salomon Brothers 1992 - 1994
Skills
Investments, Equities, Investment Banking, Mergers, Portfolio Management, Trading, Capital, Mergers & Acquisitions, Venture Capital, Alternative Investments, Due Diligence, Private Equity, Valuation, Hedge Funds, Finance, Financial Analysis, Financial Modeling, Corporate Finance, Start-ups, Capital Markets, Financial Structuring
Education
Southern Methodist University 1988 — 1992
Bachelor of Business Administration (BBA), Finance, Economics
Wave Financial Partners July 2012 - Present
Aspen Advisors LP 2000 - Present
Source Media 1997 - 1999
Bristol Partners 1995 - 1996
Clean Energy Technologies 1994 - 1995
Salomon Brothers 1992 - 1994
Skills
Investments, Equities, Investment Banking, Mergers, Portfolio Management, Trading, Capital, Mergers & Acquisitions, Venture Capital, Alternative Investments, Due Diligence, Private Equity, Valuation, Hedge Funds, Finance, Financial Analysis, Financial Modeling, Corporate Finance, Start-ups, Capital Markets, Financial Structuring
Education
Southern Methodist University 1988 — 1992
Bachelor of Business Administration (BBA), Finance, Economics
Derek O'Leary's Salomon Brothers Experience 2002 - 2004
Job President at CION Securities
Industry Investment Management
Experience
ICON Investment Group October 2008 - Present
CION Securities October 2008 - Present
Hassan &Lear Acquisitions 2005 - 2009
Goldman Sachs January 2004 - October 2005
Salomon Brothers 2002 - 2004
Merrill Lynch 1997 - 2002
Skills
Alternative Investments, Series 63, Mutual Funds, Series 7, Investments, Portfolio Management, Securities, Asset Management, Investment Strategies, Retirement Planning, Hedge Funds, Investment Advisory, Financial Services, Wealth Management, Asset Allocation, Financial Advisory
Education
Seton Hall University 1992 — 1996
BA
ICON Investment Group October 2008 - Present
CION Securities October 2008 - Present
Hassan &Lear Acquisitions 2005 - 2009
Goldman Sachs January 2004 - October 2005
Salomon Brothers 2002 - 2004
Merrill Lynch 1997 - 2002
Skills
Alternative Investments, Series 63, Mutual Funds, Series 7, Investments, Portfolio Management, Securities, Asset Management, Investment Strategies, Retirement Planning, Hedge Funds, Investment Advisory, Financial Services, Wealth Management, Asset Allocation, Financial Advisory
Education
Seton Hall University 1992 — 1996
BA
John M McCluskey's Salomon Brothers Experience November 1985 - September 1988
Job President at McCluskey and Co. P.C.
Industry Accounting
Experience
McCluskey and Co. P.C. ControllerParticipants Trust Co.September 1988 - October 1990
Salomon Brothers November 1985 - September 1988
Skills
Accounting, Strategic Planning, Budgets, Financial Analysis, Tax, Financial Reporting, Tax Preparation, Small Business, Management Consulting, Auditing, QuickBooks, Business Strategy, Mergers & Acquisitions, Income Tax, Due Diligence
Education
Southern New Hampshire University 1977 — 1981
bs
McCluskey and Co. P.C. ControllerParticipants Trust Co.September 1988 - October 1990
Salomon Brothers November 1985 - September 1988
Skills
Accounting, Strategic Planning, Budgets, Financial Analysis, Tax, Financial Reporting, Tax Preparation, Small Business, Management Consulting, Auditing, QuickBooks, Business Strategy, Mergers & Acquisitions, Income Tax, Due Diligence
Education
Southern New Hampshire University 1977 — 1981
bs
Anthony Rillo's Salomon Brothers Experience February 1991 - July 1997
Job System Programmer at Citibank (Banamex USA)
Industry Banking
Experience
Citibank (Banamex USA) May 1981 - Present
Citi 1981 - Present
Salomon Brothers February 1991 - July 1997
Phibro LLC May 1981 - February 1991
Hertz First Rent A Car 1975 - 1980
Skills
SQL, Mainframe, Unix, Requirements Analysis, SDLC, Business Analysis, AIX, Disaster Recovery, Microsoft SQL Server, Oracle, Databases, Enterprise Architecture, DB2, ITIL, IMS DB/DC, CICS, Integration, Systems Programming, Data Warehousing, Unix Shell Scripting, SOA, Data Modeling, IT Strategy, COBOL, Visio, IT Management, JCL, WebSphere MQ, Websphere, Sybase, Software Project..., z/OS, TSO, IBM Mainframe, MVS, Fileaid, IBM Utilities, Linux, Business Continuity, Vendor Management, ISPF, VSAM, NDM, Production Support, PMO, IT Service Management, Software Development, OS/390, SDSF, Incident Management
Education
Queensborough Community College 1976 — 1991
AAS, Computer Science
Citibank (Banamex USA) May 1981 - Present
Citi 1981 - Present
Salomon Brothers February 1991 - July 1997
Phibro LLC May 1981 - February 1991
Hertz First Rent A Car 1975 - 1980
Skills
SQL, Mainframe, Unix, Requirements Analysis, SDLC, Business Analysis, AIX, Disaster Recovery, Microsoft SQL Server, Oracle, Databases, Enterprise Architecture, DB2, ITIL, IMS DB/DC, CICS, Integration, Systems Programming, Data Warehousing, Unix Shell Scripting, SOA, Data Modeling, IT Strategy, COBOL, Visio, IT Management, JCL, WebSphere MQ, Websphere, Sybase, Software Project..., z/OS, TSO, IBM Mainframe, MVS, Fileaid, IBM Utilities, Linux, Business Continuity, Vendor Management, ISPF, VSAM, NDM, Production Support, PMO, IT Service Management, Software Development, OS/390, SDSF, Incident Management
Education
Queensborough Community College 1976 — 1991
AAS, Computer Science
Jo Ellen Pennington's Salomon Brothers Experience September 1990 - June 1994
Job Data Security
Industry Computer & Network Security
Experience
JSA Healthcare Corp June 1995 - May 1996
Sage Abra HRMS June 1994 - June 1995
Salomon Brothers September 1990 - June 1994
Time Customer Service May 1988 - September 1990
Paradyne Corp February 1983 - May 1988
Skills
Linux, Firewalls, Java, C++, HTML, C, Information Security..., Customer Service, Project Management, Troubleshooting, Network Administration, System Administration, Cisco Technologies, Software Installation, Help Desk Support, Training
Education
Computer Associates Data Security 1991 — 1991
St. Petersburg College 1984 — 1987
JSA Healthcare Corp June 1995 - May 1996
Sage Abra HRMS June 1994 - June 1995
Salomon Brothers September 1990 - June 1994
Time Customer Service May 1988 - September 1990
Paradyne Corp February 1983 - May 1988
Skills
Linux, Firewalls, Java, C++, HTML, C, Information Security..., Customer Service, Project Management, Troubleshooting, Network Administration, System Administration, Cisco Technologies, Software Installation, Help Desk Support, Training
Education
Computer Associates Data Security 1991 — 1991
St. Petersburg College 1984 — 1987
Jim Crandell's Salomon Brothers Experience 1981 - 1997
Job
Industry Investment Banking
Experience
Cowen and Company 2013 - Present
Distribution Now May 2014 - June 2014
Dahlman Rose & Co. 2011 - 2013
Barclays Investment Bank 2008 - 2011
Lehman Brothers 1999 - 2008
Salomon Brothers 1981 - 1997
Connecticut Mutual Life 1978 - 1981
Standard and Poors 1977 - 1978
Skills
Microsoft Excel, Microsoft Word, Oil & Gas Industry, Equities, Customer Service, Investment Banking, Microsoft Office, Valuation, PowerPoint, Equity Research, Financial Modeling, Financial Analysis, Equity Trading, Management, Hedge Funds
Education
Saint Lawrence University
Cowen and Company 2013 - Present
Distribution Now May 2014 - June 2014
Dahlman Rose & Co. 2011 - 2013
Barclays Investment Bank 2008 - 2011
Lehman Brothers 1999 - 2008
Salomon Brothers 1981 - 1997
Connecticut Mutual Life 1978 - 1981
Standard and Poors 1977 - 1978
Skills
Microsoft Excel, Microsoft Word, Oil & Gas Industry, Equities, Customer Service, Investment Banking, Microsoft Office, Valuation, PowerPoint, Equity Research, Financial Modeling, Financial Analysis, Equity Trading, Management, Hedge Funds
Education
Saint Lawrence University
Irit Altman's Salomon Brothers Experience 1986 - 1988
Job Financial Services Professional
Industry Financial Services
Experience
Paloma Partners Management Company 1994 - 2000
Blair Manfredonia LP 1990 - 1992
Kaufman Alsberg 1989 - 1990
Salomon Brothers 1986 - 1988
Skills
Applied Mathematics, Economics, Financial Analysis
Education
Queens College 1982 — 1986
Bachelor of Arts (B.A.), Mathematics
Paloma Partners Management Company 1994 - 2000
Blair Manfredonia LP 1990 - 1992
Kaufman Alsberg 1989 - 1990
Salomon Brothers 1986 - 1988
Skills
Applied Mathematics, Economics, Financial Analysis
Education
Queens College 1982 — 1986
Bachelor of Arts (B.A.), Mathematics
Lore Charles's Salomon Brothers Experience September 1969 - February 1988
Job First Assistant Treasurer at The John F. Kennedy Center for the Performing Arts
Industry Performing Arts
Experience
The John F. Kennedy Center for the Performing Arts July 1996 - Present
Washington National Opera September 1988 - July 2000
Salomon Brothers September 1969 - February 1988
Education
St. Francis College 1961 — 1965
Bachelor's degree, English Language and Literature/Letters
Midwood High School 1957 — 1961
The John F. Kennedy Center for the Performing Arts July 1996 - Present
Washington National Opera September 1988 - July 2000
Salomon Brothers September 1969 - February 1988
Education
St. Francis College 1961 — 1965
Bachelor's degree, English Language and Literature/Letters
Midwood High School 1957 — 1961
Raj Yenugadhati's Salomon Brothers Experience May 1996 - May 1998
Job Consultant at Bank of America
Industry Financial Services
Experience
Bank of America August 2012 - Present
Citi Singapore – NA Centre of Excellence June 2009 - February 2012
Salomon Smith Barney September 2006 - June 2009
Salomon Smith Barney July 2002 - August 2006
Salomon Smith Barney May 1998 - June 2002
Salomon Brothers May 1996 - May 1998
Skills
IT Development, IT systems development, Project Delivery, Project Management, Software Project..., Agile Project Management, Program Management, Software Development, Software Engineering, Software Design, Software Quality..., System Architecture, System Deployment, System Testing, System Design, Systems Analysis, People Skills, People Development, People-oriented, Team Building, Team Leadership, Team Management, Teamwork, Cross-functional Team..., Distributed Team..., Virtual Teams, Business Analysis, Technical Leadership, Information Technology, Message Development, Capital Markets, Equities, Equity Trading, Vendor Management, Graduate Recruitment, SDLC, Agile Methodologies, Waterfall, Java, J2EE Application..., C++, TIBCO, Market Data, Scrum, WebSphere MQ, Veritas Cluster Server, Databases, Sybase, sql, Object Oriented Design
Education
Sri Venkateswara University
Master's degree, Industrial Engineering
Wayne State University
Master's degree, Computer Science
Bank of America August 2012 - Present
Citi Singapore – NA Centre of Excellence June 2009 - February 2012
Salomon Smith Barney September 2006 - June 2009
Salomon Smith Barney July 2002 - August 2006
Salomon Smith Barney May 1998 - June 2002
Salomon Brothers May 1996 - May 1998
Skills
IT Development, IT systems development, Project Delivery, Project Management, Software Project..., Agile Project Management, Program Management, Software Development, Software Engineering, Software Design, Software Quality..., System Architecture, System Deployment, System Testing, System Design, Systems Analysis, People Skills, People Development, People-oriented, Team Building, Team Leadership, Team Management, Teamwork, Cross-functional Team..., Distributed Team..., Virtual Teams, Business Analysis, Technical Leadership, Information Technology, Message Development, Capital Markets, Equities, Equity Trading, Vendor Management, Graduate Recruitment, SDLC, Agile Methodologies, Waterfall, Java, J2EE Application..., C++, TIBCO, Market Data, Scrum, WebSphere MQ, Veritas Cluster Server, Databases, Sybase, sql, Object Oriented Design
Education
Sri Venkateswara University
Master's degree, Industrial Engineering
Wayne State University
Master's degree, Computer Science
Robert Okun's Salomon Brothers Experience 1986 - 1996
Job Senior Partner and Chief Investment Officer at Oak Hill Advisors, L.P.
Industry
Experience
Oak Hill Advisors, L.P. 2001 - Present
USBancorp Libra 1998 - 2000
UBS 1996 - 1998
Salomon Brothers 1986 - 1996
Education
Stanford University
Bachelor's Degree
Oak Hill Advisors, L.P. 2001 - Present
USBancorp Libra 1998 - 2000
UBS 1996 - 1998
Salomon Brothers 1986 - 1996
Education
Stanford University
Bachelor's Degree
Sonali Saini's Salomon Brothers Experience February 1997 - May 1998
Job Vice President, Corporate and Investment Bank at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase October 2013 - Present
Citi April 2011 - September 2013
Citi January 2004 - March 2011
Citi June 1998 - December 2003
Salomon Brothers February 1997 - May 1998
Skills
Project Management, Talent Management, Organizational..., Organizational..., Professional Mentoring, Coaching, Strategy, Cross-functional Team..., Program Management, Leadership, Management, Governance, Leadership Development, Vendor Management, Business Analysis, Strategic Planning, Banking, Financial Services, SDLC, Process Improvement
Education
University of South Florida 1996 — 1998
Master's degree, Management Information Systems, General
Radford University - College of Business and Economics 1991 — 1993
Master of Business Administration (M.B.A.), International Business
JPMorgan Chase October 2013 - Present
Citi April 2011 - September 2013
Citi January 2004 - March 2011
Citi June 1998 - December 2003
Salomon Brothers February 1997 - May 1998
Skills
Project Management, Talent Management, Organizational..., Organizational..., Professional Mentoring, Coaching, Strategy, Cross-functional Team..., Program Management, Leadership, Management, Governance, Leadership Development, Vendor Management, Business Analysis, Strategic Planning, Banking, Financial Services, SDLC, Process Improvement
Education
University of South Florida 1996 — 1998
Master's degree, Management Information Systems, General
Radford University - College of Business and Economics 1991 — 1993
Master of Business Administration (M.B.A.), International Business
Marcea Driscoll's Salomon Brothers Experience 1985 - 1989
Job Financial Services Professional, Philanthropy, Education
Industry Financial Services
Experience
The Miquon School 2004 - 2009
Cypress Asset Management 1996 - 1996
Dinner Key Advisors 1992 - 1994
UBS Securities Co., Ltd 1989 - 1992
Salomon Brothers 1985 - 1989
Education
Stanford University
Bachelor of Science (BS), Mathematical and Computational Sciences
The Miquon School 2004 - 2009
Cypress Asset Management 1996 - 1996
Dinner Key Advisors 1992 - 1994
UBS Securities Co., Ltd 1989 - 1992
Salomon Brothers 1985 - 1989
Education
Stanford University
Bachelor of Science (BS), Mathematical and Computational Sciences
Mark Knipfer's Salomon Brothers Experience July 1993 - June 1997
Job Senior Vice President, Operations at Zurich North America
Industry Insurance
Experience
Zurich North America January 2011 - Present
McKinsey & Company September 1999 - December 2006
Salomon Brothers July 1993 - June 1997
Education
Stanford University Graduate School of Business 1997 — 1999
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1989 — 1993
Bachelor of Science (B.S.), Accounting
Zurich North America January 2011 - Present
McKinsey & Company September 1999 - December 2006
Salomon Brothers July 1993 - June 1997
Education
Stanford University Graduate School of Business 1997 — 1999
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1989 — 1993
Bachelor of Science (B.S.), Accounting
Janine Cain's Salomon Brothers Experience June 1991 - June 1997
Job Accounting Supervisor at Oxbo International Corporation
Industry Machinery
Experience
Oxbo International Corporation December 2014 - Present
Oxbo International Corporation May 2013 - December 2014
Oxbo International Corporation November 2011 - May 2013
University of Rochester Medical Center April 2008 - April 2011
Salomon Brothers June 1991 - June 1997
Skills
Foreign Exchange, Office Management, FX Operations, fx claims investigations, Nostro Reconciliation, SWIFT Payments, Investment Banking, Accounts Payable &..., Accounts Payable, Account Reconciliation, Microsoft Excel, Accounts Receivable
Education
St. John Fisher College 1980 — 1984
Bachelor's degree, Communication and Media Studies
Oxbo International Corporation December 2014 - Present
Oxbo International Corporation May 2013 - December 2014
Oxbo International Corporation November 2011 - May 2013
University of Rochester Medical Center April 2008 - April 2011
Salomon Brothers June 1991 - June 1997
Skills
Foreign Exchange, Office Management, FX Operations, fx claims investigations, Nostro Reconciliation, SWIFT Payments, Investment Banking, Accounts Payable &..., Accounts Payable, Account Reconciliation, Microsoft Excel, Accounts Receivable
Education
St. John Fisher College 1980 — 1984
Bachelor's degree, Communication and Media Studies
Salomon Smith Barney
Paine Webber
PaineWebber
Drexel Burnham Lambert
Salomon Brothers Inc.
Paine Webber, Inc
Soloman Smith Barney
Solomon Brothers