Salomon Brothers Inc.
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, NY 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 Inc. Employees
Employee
Years
Job
Industry
William Romer William Romer's Salomon Brothers Inc. Experience August 1984 - January 1990
Job Business Analyst / Quality Assurance Analyst
Industry Financial Services
Experience
Franklin Templeton Investments April 2015 - September 2015
JPMorgan Chase April 2013 - September 2014
JP Morgan Chase April 2012 - April 2013
JPMorgan Chase March 2007 - April 2012
JPMorgan Chase February 2006 - March 2007
JPMorgan Chase November 2002 - April 2004
FRANKLIN TEMPLETON FUNDS, Inc. January 1998 - January 2002
Franklin Templeton Investments September 1994 - January 1998
Franklin Templeton Investments February 1990 - September 1994
SALOMON BROTHERS, INC August 1984 - January 1990
Skills
SDLC, Business Analysis, Requirements Gathering, Business Requirements, Requirements Analysis, User Acceptance Testing, Business Process, Quality Assurance, Process Improvement, HP Quality Center, SharePoint, Testing, Banking, Risk Management, Financial Services, Visio, Investment Banking, TSO, CICS, JCL, File Aid, SQL, Application Lifecycle..., Use Cases, NDM, SWIFT, SWIFTNet, MS Office Products, IBM mainframe, XML, Management, Analysis, Databases, Integration, IT Strategy, Agile & Waterfall..., JIRA
Education
City University of New York-College of Staten Island
Bachelor of Science (B.S.), Economics
Franklin Templeton Investments April 2015 - September 2015
JPMorgan Chase April 2013 - September 2014
JP Morgan Chase April 2012 - April 2013
JPMorgan Chase March 2007 - April 2012
JPMorgan Chase February 2006 - March 2007
JPMorgan Chase November 2002 - April 2004
FRANKLIN TEMPLETON FUNDS, Inc. January 1998 - January 2002
Franklin Templeton Investments September 1994 - January 1998
Franklin Templeton Investments February 1990 - September 1994
SALOMON BROTHERS, INC August 1984 - January 1990
Skills
SDLC, Business Analysis, Requirements Gathering, Business Requirements, Requirements Analysis, User Acceptance Testing, Business Process, Quality Assurance, Process Improvement, HP Quality Center, SharePoint, Testing, Banking, Risk Management, Financial Services, Visio, Investment Banking, TSO, CICS, JCL, File Aid, SQL, Application Lifecycle..., Use Cases, NDM, SWIFT, SWIFTNet, MS Office Products, IBM mainframe, XML, Management, Analysis, Databases, Integration, IT Strategy, Agile & Waterfall..., JIRA
Education
City University of New York-College of Staten Island
Bachelor of Science (B.S.), Economics
Paul Treacy Paul Treacy's Salomon Brothers Inc. Experience October 1983 - March 1993
Job Head US Equity Sales Trading , Numis Securities Inc
Industry Investment Banking
Experience
Numis Securities February 2011 - Present
Tradition 2008 - 2011
JP Morgan Chase 1998 - 2005
First Boston May 1996 - June 1998
Salomon Brothers Inc October 1983 - March 1993
Skills
Bloomberg, Investment Banking, Securities
Education
London School of Economics and Political Science 1983 — 1986
Corpus Christi , UK
Economics
Numis Securities February 2011 - Present
Tradition 2008 - 2011
JP Morgan Chase 1998 - 2005
First Boston May 1996 - June 1998
Salomon Brothers Inc October 1983 - March 1993
Skills
Bloomberg, Investment Banking, Securities
Education
London School of Economics and Political Science 1983 — 1986
Corpus Christi , UK
Economics
Craig Peus Craig Peus's Salomon Brothers Inc. Experience January 1996 - August 1998
Job Vice President of Finance at Gravity Midstream, LLC
Industry Oil & Energy
Experience
Gravity Midstream LLC December 2013 - Present
Vedanta USA LLC August 2010 - November 2013
Blossom Street Capital Advisors, LLC June 2003 - August 2010
Astera Care LLC March 2003 - April 2008
MTS Health Partners, L.P. October 2001 - February 2003
KPS Kapital, LLC August 1998 - October 2001
Salomon Brothers Inc January 1996 - August 1998
Skills
Venture Capital, Investment Banking, Private Equity, Turn Around Management, Mergers & Acquisitions, Valuation, Restructuring, Finance, Strategic Planning, Start-ups, Business Development
Education
Stanford University 1991 — 1995
BS, Biological Sciences
Gravity Midstream LLC December 2013 - Present
Vedanta USA LLC August 2010 - November 2013
Blossom Street Capital Advisors, LLC June 2003 - August 2010
Astera Care LLC March 2003 - April 2008
MTS Health Partners, L.P. October 2001 - February 2003
KPS Kapital, LLC August 1998 - October 2001
Salomon Brothers Inc January 1996 - August 1998
Skills
Venture Capital, Investment Banking, Private Equity, Turn Around Management, Mergers & Acquisitions, Valuation, Restructuring, Finance, Strategic Planning, Start-ups, Business Development
Education
Stanford University 1991 — 1995
BS, Biological Sciences
Harvey N Black III Harvey N Black III's Salomon Brothers Inc. Experience July 1986 - April 1993
Job Investment Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors, LLC May 2015 - Present
John Hancock Financial Network January 2014 - May 2015
Standard Chartered Bank October 2009 - August 2011
Forum Asset Management May 2007 - June 2009
Black Capital Partners February 2005 - June 2007
Lehman Brothers Inc July 2002 - March 2005
Bank of America March 2000 - March 2002
Lehman Bothers May 1996 - March 2000
ING Barings April 1993 - April 1996
Salomon Brothers Inc July 1986 - April 1993
Education
University of Southern California - Marshall School of Business 1984 — 1986
MBA, Finance
Tufts University 1978 — 1982
BA, Economics
The Branson School 1974 — 1978
AXA Advisors, LLC May 2015 - Present
John Hancock Financial Network January 2014 - May 2015
Standard Chartered Bank October 2009 - August 2011
Forum Asset Management May 2007 - June 2009
Black Capital Partners February 2005 - June 2007
Lehman Brothers Inc July 2002 - March 2005
Bank of America March 2000 - March 2002
Lehman Bothers May 1996 - March 2000
ING Barings April 1993 - April 1996
Salomon Brothers Inc July 1986 - April 1993
Education
University of Southern California - Marshall School of Business 1984 — 1986
MBA, Finance
Tufts University 1978 — 1982
BA, Economics
The Branson School 1974 — 1978
Laurisa Pullman's Salomon Brothers Inc. Experience March 1984 - April 1987
Job Laurus College, Student Liaison
Industry Higher Education
Experience
Laurus College September 2013 - Present
PathPoint September 2011 - Present
Salomon Brothers March 1985 - Present
PathPoint September 2011 - September 2013
Advanced Bioresearch Associates July 1993 - March 1997
National Airmotive Corporation March 1989 - January 1992
Pacific Securities, Inc April 1987 - May 1988
Salomon Brothers, Inc March 1984 - April 1987
SF Administrators March 1981 - March 1984
Skills
Career Counseling
Education
Laurus College 2012 — 2013
Medical Billing Certificate, Medical Billing and Coding
Laurus College September 2013 - Present
PathPoint September 2011 - Present
Salomon Brothers March 1985 - Present
PathPoint September 2011 - September 2013
Advanced Bioresearch Associates July 1993 - March 1997
National Airmotive Corporation March 1989 - January 1992
Pacific Securities, Inc April 1987 - May 1988
Salomon Brothers, Inc March 1984 - April 1987
SF Administrators March 1981 - March 1984
Skills
Career Counseling
Education
Laurus College 2012 — 2013
Medical Billing Certificate, Medical Billing and Coding
Anne Doty Anne Doty's Salomon Brothers Inc. Experience January 1992 - December 1993
Job Business Partner in Commercial Real Estate Managing Opportunities, Teams & Risks
Industry Real Estate
Experience
Grandbridge Real Estate Capital December 1993 - Present
Salomon Brothers, Inc January 1992 - December 1993
Gould Capital Corporation January 1990 - July 1991
EastGroup Real Estate May 1984 - December 1988
Skills
CMBS, Real Estate Development, Real Estate, Real Estate Economics, Commercial Mortgages, Asset Management, Disposition, Credit, Commercial Real Estate, Loans, Portfolio Management, Mortgage Lending, Leases, Loan Servicing, Underwriting, Real Estate Financing, Brokerage, Due Diligence, Loan Origination, Mortgage Banking, Commercial Lending, Valuation, Real Estate Transactions, Appraisals, Residential Homes, Investment Properties, Investors, Construction Loans, Mortgage Underwriting, Structured Finance, Credit Analysis
Education
New York University 1989 — 1990
Master of Science (MS), Real Estate Development and Investment
University of Mississippi 1972 — 1976
Bachelor of Science (BS), Liberal Arts
Grandbridge Real Estate Capital December 1993 - Present
Salomon Brothers, Inc January 1992 - December 1993
Gould Capital Corporation January 1990 - July 1991
EastGroup Real Estate May 1984 - December 1988
Skills
CMBS, Real Estate Development, Real Estate, Real Estate Economics, Commercial Mortgages, Asset Management, Disposition, Credit, Commercial Real Estate, Loans, Portfolio Management, Mortgage Lending, Leases, Loan Servicing, Underwriting, Real Estate Financing, Brokerage, Due Diligence, Loan Origination, Mortgage Banking, Commercial Lending, Valuation, Real Estate Transactions, Appraisals, Residential Homes, Investment Properties, Investors, Construction Loans, Mortgage Underwriting, Structured Finance, Credit Analysis
Education
New York University 1989 — 1990
Master of Science (MS), Real Estate Development and Investment
University of Mississippi 1972 — 1976
Bachelor of Science (BS), Liberal Arts
Douglas Claman's Salomon Brothers Inc. Experience 1989 - 1990
Job Real Estate Principal and Asset Management Executive
Industry Real Estate
Experience
JAAD Partners LLC June 2010 - Present
CW Real Estate Partners LLC June 2010 - September 2012
Zenith Insurance Company (United States) May 2000 - June 2010
Jefferies & Company August 1997 - December 1999
Canyon Capital Advisors September 1993 - July 1997
Salomon Brothers Inc 1989 - 1990
Skills
Negotiation, Financial Structuring, Document Review, Lease Negotiations, Real Estate Due..., Real Estate Acquisitions, Asset Managment, Institutional Investors, Capital Markets, Venture Capital, Private Equity, Industrial Buildings, Office Buildings, Retail Buildings, Alternative Investments, Property Management, Capital Structure, Institutional..., Real Estate, Asset Management, Corporate Finance, Equities, Strategy, Brokerage, Real Estate Development, Investment Properties, Commercial Real Estate, Property
Education
University of Pennsylvania - The Wharton School 1985 — 1989
BS, Finance, Real Estate
UCLA Anderson School of Management 1992 — 1994
MBA, Finance, Real Estate
Beverly Hills High School 1981 — 1985
JAAD Partners LLC June 2010 - Present
CW Real Estate Partners LLC June 2010 - September 2012
Zenith Insurance Company (United States) May 2000 - June 2010
Jefferies & Company August 1997 - December 1999
Canyon Capital Advisors September 1993 - July 1997
Salomon Brothers Inc 1989 - 1990
Skills
Negotiation, Financial Structuring, Document Review, Lease Negotiations, Real Estate Due..., Real Estate Acquisitions, Asset Managment, Institutional Investors, Capital Markets, Venture Capital, Private Equity, Industrial Buildings, Office Buildings, Retail Buildings, Alternative Investments, Property Management, Capital Structure, Institutional..., Real Estate, Asset Management, Corporate Finance, Equities, Strategy, Brokerage, Real Estate Development, Investment Properties, Commercial Real Estate, Property
Education
University of Pennsylvania - The Wharton School 1985 — 1989
BS, Finance, Real Estate
UCLA Anderson School of Management 1992 — 1994
MBA, Finance, Real Estate
Beverly Hills High School 1981 — 1985
Frank Coloccia's Salomon Brothers Inc. Experience 1987 - 1996
Job Chief Information Officer at Iridian Asset Management LLC
Industry Information Technology and Services
Experience
Iridian Asset Management December 2013 - Present
Kenmar Group Inc. December 2007 - December 2013
JFA Group LLC April 2006 - December 2007
The Info Pro February 2007 - September 2007
Xandros, Inc. April 2006 - October 2006
Creative Technologies Group December 1999 - April 2006
Prima Luci Inc. April 2001 - January 2006
Enterprise Solution Providers March 1997 - October 1999
Credit Suisse First Boston 1996 - 1997
Salomon Brothers Inc. 1987 - 1996
Skills
IT Strategy, Start-ups, Consulting, Management, Cloud Computing, Financial Services, Vendor Management, Business Development, Enterprise Software, Enterprise Architecture, CRM, Contract Negotiation, Entrepreneurship, SaaS, Disaster Recovery, Integration, Business Analysis, Outsourcing, IT Management, Management Consulting, Strategy, Software Development, Infrastructure, Business Continuity, Data Center, Information Technology, Turn Around Management, Professional Services, Business Intelligence, Governance, Executive Management, IT Operations, Contingency Planning, Security, Business Process..., IT Transformation, IT Service Management, Project Management, Leadership
Education
Manhattan College 1991 — 1993
MBA
Manhattan College 1983 — 1987
BS
Iridian Asset Management December 2013 - Present
Kenmar Group Inc. December 2007 - December 2013
JFA Group LLC April 2006 - December 2007
The Info Pro February 2007 - September 2007
Xandros, Inc. April 2006 - October 2006
Creative Technologies Group December 1999 - April 2006
Prima Luci Inc. April 2001 - January 2006
Enterprise Solution Providers March 1997 - October 1999
Credit Suisse First Boston 1996 - 1997
Salomon Brothers Inc. 1987 - 1996
Skills
IT Strategy, Start-ups, Consulting, Management, Cloud Computing, Financial Services, Vendor Management, Business Development, Enterprise Software, Enterprise Architecture, CRM, Contract Negotiation, Entrepreneurship, SaaS, Disaster Recovery, Integration, Business Analysis, Outsourcing, IT Management, Management Consulting, Strategy, Software Development, Infrastructure, Business Continuity, Data Center, Information Technology, Turn Around Management, Professional Services, Business Intelligence, Governance, Executive Management, IT Operations, Contingency Planning, Security, Business Process..., IT Transformation, IT Service Management, Project Management, Leadership
Education
Manhattan College 1991 — 1993
MBA
Manhattan College 1983 — 1987
BS
Joseph Chapey Joseph Chapey's Salomon Brothers Inc. Experience 1982 - 1986
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors 2012 - Present
StormHarbour Securities 2010 - 2012
UBS/Dillon Read Asset Management 1999 - 2009
Daiwa Securities 1995 - 1999
Bear Stearns & Company 1993 - January 1995
Gabelli & Co. 1988 - 1990
Salomon Brothers Inc 1982 - 1986
Education
Georgetown University/Columbia Business School 1988 — 1990
BSBA/MBA, Accounting and Finance
Columbia University - Columbia Business School
MBA, Finance
Georgetown University
BSBA, Accounting
AXA Advisors 2012 - Present
StormHarbour Securities 2010 - 2012
UBS/Dillon Read Asset Management 1999 - 2009
Daiwa Securities 1995 - 1999
Bear Stearns & Company 1993 - January 1995
Gabelli & Co. 1988 - 1990
Salomon Brothers Inc 1982 - 1986
Education
Georgetown University/Columbia Business School 1988 — 1990
BSBA/MBA, Accounting and Finance
Columbia University - Columbia Business School
MBA, Finance
Georgetown University
BSBA, Accounting
Mauricio Sanchez Mauricio Sanchez's Salomon Brothers Inc. Experience June 1997 - August 1997
Job Strategist | Finance Leader | Operator
Industry Management Consulting
Experience
Biscayne Management Partners 2012 - Present
Alvarez & Marsal 2006 - August 2012
Banc of America Securities 2005 - 2006
Citigroup 2003 - 2005
Trust Company of the West 2000 - 2001
J.P. Morgan 1998 - 2000
Salomon Brothers Inc June 1997 - August 1997
United States Marine Corps 1989 - 1994
Skills
Strategy, Restructuring, Due Diligence, Financial Analysis, Private Equity, Financial Modeling, Mergers & Acquisitions, Valuation, Investment Banking, Corporate Development, Investments, Management, Forecasting, Financial Reporting, Risk Management, Corporate Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
University of Florida - Warrington College Of Business
B.S., Finance
Biscayne Management Partners 2012 - Present
Alvarez & Marsal 2006 - August 2012
Banc of America Securities 2005 - 2006
Citigroup 2003 - 2005
Trust Company of the West 2000 - 2001
J.P. Morgan 1998 - 2000
Salomon Brothers Inc June 1997 - August 1997
United States Marine Corps 1989 - 1994
Skills
Strategy, Restructuring, Due Diligence, Financial Analysis, Private Equity, Financial Modeling, Mergers & Acquisitions, Valuation, Investment Banking, Corporate Development, Investments, Management, Forecasting, Financial Reporting, Risk Management, Corporate Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
University of Florida - Warrington College Of Business
B.S., Finance
Sherilyn Anderson Sherilyn Anderson's Salomon Brothers Inc. Experience 1985 - 1987
Job Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities May 2012 - Present
Morgan Stanley June 2010 - March 2012
Goldman Sachs January 2006 - May 2010
UBS January 1988 - December 2005
Salomon Brothers Inc 1985 - 1987
Skills
Seeing The Big Picture, Developing Financial..., Written and Oral..., Investment Banking, Securities, Bonds, Finance, Wealth Management, Asset Allocation, Capital Markets, Investments
Education
Harvard Business School 1983 — 1985
MBA, Finance
Stanford University 1977 — 1981
BS, industrial engineering
Wells Fargo Securities May 2012 - Present
Morgan Stanley June 2010 - March 2012
Goldman Sachs January 2006 - May 2010
UBS January 1988 - December 2005
Salomon Brothers Inc 1985 - 1987
Skills
Seeing The Big Picture, Developing Financial..., Written and Oral..., Investment Banking, Securities, Bonds, Finance, Wealth Management, Asset Allocation, Capital Markets, Investments
Education
Harvard Business School 1983 — 1985
MBA, Finance
Stanford University 1977 — 1981
BS, industrial engineering
William Walsh's Salomon Brothers Inc. Experience January 1985 - January 1988
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2012 - January 2014
JPMorgan Chase April 2000 - December 2011
JPMorgan Chase, Inc April 2000 - December 2011
No Gum Just Cards, Inc January 1990 - January 2000
Salomon Brothers January 1988 - January 1990
Salomon Brothers, Inc January 1985 - January 1988
Prudential Bache January 1984 - January 1985
Lehman Brothers 1980 - 1983
Skills
Operations Management, Middle Office, Trade Support, Syndications, Client Relations Skills, Maintaining Strong..., Change Management, ADRs, Cross-border..., Equities, Fixed Income, Exchange Connectivity, Staff Development, Staff Management, Project Planning, Compliance, Personal Training, Risk Management, Automation, International, Customer Service, Customer Support, Research, Trading, Series 7, Series 63, Settlement, Investment Banking, Proprietary Trading, Back Office, Global Custody, Derivatives, Prime Brokerage, Hedge Funds, Financial Markets, Bloomberg, Securities, Equity Trading, Trading Systems, FX Options, Options, Electronic Trading, FINRA, Securities Lending, Capital Markets, Equity Derivatives, Swaps, Asset Management, Credit Derivatives, Alternative Investments
Education
Long Island University 1974 — 1978
Bachelor of Arts, Finance
Merrill Lynch June 2012 - January 2014
JPMorgan Chase April 2000 - December 2011
JPMorgan Chase, Inc April 2000 - December 2011
No Gum Just Cards, Inc January 1990 - January 2000
Salomon Brothers January 1988 - January 1990
Salomon Brothers, Inc January 1985 - January 1988
Prudential Bache January 1984 - January 1985
Lehman Brothers 1980 - 1983
Skills
Operations Management, Middle Office, Trade Support, Syndications, Client Relations Skills, Maintaining Strong..., Change Management, ADRs, Cross-border..., Equities, Fixed Income, Exchange Connectivity, Staff Development, Staff Management, Project Planning, Compliance, Personal Training, Risk Management, Automation, International, Customer Service, Customer Support, Research, Trading, Series 7, Series 63, Settlement, Investment Banking, Proprietary Trading, Back Office, Global Custody, Derivatives, Prime Brokerage, Hedge Funds, Financial Markets, Bloomberg, Securities, Equity Trading, Trading Systems, FX Options, Options, Electronic Trading, FINRA, Securities Lending, Capital Markets, Equity Derivatives, Swaps, Asset Management, Credit Derivatives, Alternative Investments
Education
Long Island University 1974 — 1978
Bachelor of Arts, Finance
Lynn Smull Lynn Smull's Salomon Brothers Inc. Experience June 1993 - July 1996
Job Director, Head of Foresight Group US, LLC
Industry Financial Services
Experience
Foresight Group US, LLC March 2015 - Present
LLS Consulting May 2013 - March 2015
Table Rock Capital LLC January 2007 - April 2013
LS CPN Consulting May 2006 - December 2007
Calpine July 2001 - March 2006
Banc of America Securities July 1996 - June 2001
Salomon Brothers Inc June 1993 - July 1996
Bechtel June 1990 - June 1993
USMC June 1979 - May 1984
Education
The University of Chicago - Booth School of Business 1988 — 1990
mba
University of Illinois at Urbana-Champaign 1984 — 1988
BA
Foresight Group US, LLC March 2015 - Present
LLS Consulting May 2013 - March 2015
Table Rock Capital LLC January 2007 - April 2013
LS CPN Consulting May 2006 - December 2007
Calpine July 2001 - March 2006
Banc of America Securities July 1996 - June 2001
Salomon Brothers Inc June 1993 - July 1996
Bechtel June 1990 - June 1993
USMC June 1979 - May 1984
Education
The University of Chicago - Booth School of Business 1988 — 1990
mba
University of Illinois at Urbana-Champaign 1984 — 1988
BA
Andy Tibbals Andy Tibbals's Salomon Brothers Inc. Experience 1978 - 1981
Job Correspondent Account Representative at Pacific Union Financial, LLC
Industry Financial Services
Experience
Pacific Union Financial, LLC August 2014 - Present
US Bank Home Mortgage August 2008 - August 2014
Chevy Chase Bank Wholesale 1999 - 2008
Countrywide 1997 - 1999
Dynamics Financial 1992 - 1996
SUMCO 1988 - 1992
The Mortgage Group 1986 - 1988
Freddie Mac 1982 - 1985
The Rockefeller Family Trust 1982 - 1983
Salomon Brothers Inc 1978 - 1981
Skills
Mortgage Banking, Credit, Mortgage Lending, Loans, FHA, Account Management, Loan Origination, Residential Mortgages, New Business Development, Refinance, First Time Home Buyers, Sales, Banking, Sales Management, USDA, Lead Generation, Financial Services, Marketing, Investment Properties, Real Estate, Portfolio Management, Training, Negotiation, FHA financing, Customer Service, Management, Credit Analysis, Leadership, Underwriting, Investments, Funding, Marketing Strategy, Mortgage Underwriting, Customer Satisfaction, Executive Management, Commercial Lending, Cross Selling, Loss Mitigation, Mortgage Servicing, Finance, Mergers & Acquisitions, Loan Servicing, Real Estate Financing, VA Loans
Education
Ithaca College 1977 — 1980
Westfield High School 1974 — 1977
Pacific Union Financial, LLC August 2014 - Present
US Bank Home Mortgage August 2008 - August 2014
Chevy Chase Bank Wholesale 1999 - 2008
Countrywide 1997 - 1999
Dynamics Financial 1992 - 1996
SUMCO 1988 - 1992
The Mortgage Group 1986 - 1988
Freddie Mac 1982 - 1985
The Rockefeller Family Trust 1982 - 1983
Salomon Brothers Inc 1978 - 1981
Skills
Mortgage Banking, Credit, Mortgage Lending, Loans, FHA, Account Management, Loan Origination, Residential Mortgages, New Business Development, Refinance, First Time Home Buyers, Sales, Banking, Sales Management, USDA, Lead Generation, Financial Services, Marketing, Investment Properties, Real Estate, Portfolio Management, Training, Negotiation, FHA financing, Customer Service, Management, Credit Analysis, Leadership, Underwriting, Investments, Funding, Marketing Strategy, Mortgage Underwriting, Customer Satisfaction, Executive Management, Commercial Lending, Cross Selling, Loss Mitigation, Mortgage Servicing, Finance, Mergers & Acquisitions, Loan Servicing, Real Estate Financing, VA Loans
Education
Ithaca College 1977 — 1980
Westfield High School 1974 — 1977
Daniel Graves's Salomon Brothers Inc. Experience July 1989 - March 1994
Job Managing Director at Spinnaker Capital Advisors, LLC
Industry Investment Banking
Experience
Spinnaker Capital Advisors, LLC August 2004 - Present
Desilva+Phillips LLC June 2014 - September 2015
Cobbcorp, LLC April 2005 - June 2011
Deutsche Bank March 1999 - January 2004
Merrill Lynch March 1994 - March 1999
Salomon Brothers Inc July 1989 - March 1994
Arthur Andersen & Co. June 1985 - August 1988
Skills
Private Equity, Valuation, Corporate Development, Mergers, Investment Banking, Corporate Finance, Venture Capital, Due Diligence, Restructuring, Investments, Business Strategy, Start-ups, Strategy, Strategic Planning, Business Planning, Finance, Digital Media, Strategic Partnerships, Credit, Marketing Strategy
Education
The University of Chicago - Booth School of Business 1988 — 1990
Master of Business Administration (MBA), Finance/Accounting
University of Maryland College Park 1980 — 1984
Bachelor's degree, Finance/Management Science & Statistics
Spinnaker Capital Advisors, LLC August 2004 - Present
Desilva+Phillips LLC June 2014 - September 2015
Cobbcorp, LLC April 2005 - June 2011
Deutsche Bank March 1999 - January 2004
Merrill Lynch March 1994 - March 1999
Salomon Brothers Inc July 1989 - March 1994
Arthur Andersen & Co. June 1985 - August 1988
Skills
Private Equity, Valuation, Corporate Development, Mergers, Investment Banking, Corporate Finance, Venture Capital, Due Diligence, Restructuring, Investments, Business Strategy, Start-ups, Strategy, Strategic Planning, Business Planning, Finance, Digital Media, Strategic Partnerships, Credit, Marketing Strategy
Education
The University of Chicago - Booth School of Business 1988 — 1990
Master of Business Administration (MBA), Finance/Accounting
University of Maryland College Park 1980 — 1984
Bachelor's degree, Finance/Management Science & Statistics
Timothy Dwyer Timothy Dwyer's Salomon Brothers Inc. Experience June 1987 - January 1993
Job Founder, Entitle Direct Group, Inc.
Industry Financial Services
Experience
Entitle Direct Group, Inc. January 2006 - December 2014
Greenhill & Company January 2002 - December 2005
Donaldson, Lufkin & Jenrette January 1993 - December 2001
Salomon Brothers Inc June 1987 - January 1993
Skills
Strategy, Mergers, Private Equity, Investment Properties, Underwriting, Analysis, Insurance, Mergers & Acquisitions, Due Diligence, Start-ups, Management, Equities, Finance, Investments, Restructuring
Education
MBA--The University of Chicago; BS--University of Illinois 2000 — 2000
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1979 — 1983
BS, Honors in Accountancy
Entitle Direct Group, Inc. January 2006 - December 2014
Greenhill & Company January 2002 - December 2005
Donaldson, Lufkin & Jenrette January 1993 - December 2001
Salomon Brothers Inc June 1987 - January 1993
Skills
Strategy, Mergers, Private Equity, Investment Properties, Underwriting, Analysis, Insurance, Mergers & Acquisitions, Due Diligence, Start-ups, Management, Equities, Finance, Investments, Restructuring
Education
MBA--The University of Chicago; BS--University of Illinois 2000 — 2000
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1979 — 1983
BS, Honors in Accountancy
Raymond C Stewart Raymond C Stewart's Salomon Brothers Inc. Experience February 1979 - November 1983
Job Value Investment Strategies, International Financial Consulting
Industry Investment Management
Experience
Conquest Strategies, LLC June 2008 - Present
New York City Kendo Club 1981 - Present
RASARA Strategies, Inc January 1997 - December 2011
Warren Marcus Associates, Inc.; WRM Equity Management, Inc. November 1983 - December 2007
Salomon Brothers, Inc February 1979 - November 1983
Skills
Entrepreneurial..., Investment Management, Investment Advisory, Investment Strategies, Value Investing, Alternative Investments, Fundraising, Tactical Asset..., Bank Analysis, Bank Mergers, Risk Management, Trading, Trading Strategies, Institutional Marketing, Key Client Relationships, Client Service, Product Marketing, Financial Analysis, Financial Consulting, Competitive Analysis, Start-ups, Investments, Emerging Markets, Financial Markets, Wealth Management, ETFs, Business Strategy, Martial Arts, Financial Services, Capital Markets, Financial Advisory, Hedge Funds, Strategic Financial..., Fixed Income, Credit Analysis, Marketing, Asset Allocation, Equities, Asset Management, Private Equity, Institutional..., Fund Of Funds, Bonds, Options, Client Services, Portfolio Management, Valuation, Investment Banking, Bloomberg, Equity Research
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Money & Financial Markets, Finance
Cornell University 1971 — 1976
B.S., Economics, Public Policy
Brooklyn Technical High School 1967 — 1971
1971, Aeronautics, College Prep
Conquest Strategies, LLC June 2008 - Present
New York City Kendo Club 1981 - Present
RASARA Strategies, Inc January 1997 - December 2011
Warren Marcus Associates, Inc.; WRM Equity Management, Inc. November 1983 - December 2007
Salomon Brothers, Inc February 1979 - November 1983
Skills
Entrepreneurial..., Investment Management, Investment Advisory, Investment Strategies, Value Investing, Alternative Investments, Fundraising, Tactical Asset..., Bank Analysis, Bank Mergers, Risk Management, Trading, Trading Strategies, Institutional Marketing, Key Client Relationships, Client Service, Product Marketing, Financial Analysis, Financial Consulting, Competitive Analysis, Start-ups, Investments, Emerging Markets, Financial Markets, Wealth Management, ETFs, Business Strategy, Martial Arts, Financial Services, Capital Markets, Financial Advisory, Hedge Funds, Strategic Financial..., Fixed Income, Credit Analysis, Marketing, Asset Allocation, Equities, Asset Management, Private Equity, Institutional..., Fund Of Funds, Bonds, Options, Client Services, Portfolio Management, Valuation, Investment Banking, Bloomberg, Equity Research
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Money & Financial Markets, Finance
Cornell University 1971 — 1976
B.S., Economics, Public Policy
Brooklyn Technical High School 1967 — 1971
1971, Aeronautics, College Prep
Garvin Walsh Garvin Walsh's Salomon Brothers Inc. Experience 1980 - 1989
Job Principal Labyrinth Strategies LLC
Industry Financial Services
Experience
Labyrinth Strategies, LLC 2007 - Present
Lehman Brothers Inc 1997 - 2006
Credit Lyonnais Securities (USA) Inc. 1995 - 1996
Cresvale International Inc 1993 - 1995
Serfin Securities Inc (Operadora de Bolsa, S.A. de C.V.) 1992 - 1993
S.G. Warburg & Co., Inc 1989 - 1992
Salomon Brothers Inc 1980 - 1989
Dean Witter & Co/Dean Witter Reynolds Inc. 1975 - 1980
Cellar Door Productions 1974 - 1975
Education
Georgetown University 1968 — 1973
B.A., Sociology, Economics
St. Ignatius High School - Cleveland 1964 — 1968
Labyrinth Strategies, LLC 2007 - Present
Lehman Brothers Inc 1997 - 2006
Credit Lyonnais Securities (USA) Inc. 1995 - 1996
Cresvale International Inc 1993 - 1995
Serfin Securities Inc (Operadora de Bolsa, S.A. de C.V.) 1992 - 1993
S.G. Warburg & Co., Inc 1989 - 1992
Salomon Brothers Inc 1980 - 1989
Dean Witter & Co/Dean Witter Reynolds Inc. 1975 - 1980
Cellar Door Productions 1974 - 1975
Education
Georgetown University 1968 — 1973
B.A., Sociology, Economics
St. Ignatius High School - Cleveland 1964 — 1968
Stephan Peers's Salomon Brothers Inc. Experience 1983 - 1987
Job Strategic Finance Partners: Managing Director; Director: Impac Mortgage Holdings; investment banking executive
Industry Financial Services
Experience
Strategic Finance Partners 1993 - Present
Sandler O'Neill & Partners, LP 2001 - 2005
Bear, Stearns & Co., Inc. 2000 - 2001
Montgomery Securities 1989 - 1993
The First Boston Corporation 1987 - 1989
Salomon Brothers Inc 1983 - 1987
Blyth Eastman Dillon 1979 - 1983
Skills
New Business Development, Strategic Planning, Mergers, Financial Analysis, Private Equity, Investment Banking, Equities, Due Diligence, Valuation, Corporate Finance
Education
Stanford University Graduate School of Business 1977 — 1979
MBA, Finance
Stanford University 1974 — 1975
MS, Industrial Engineering; Engineering Economic Systems Planning
Manhattan College 1970 — 1974
BS, summa cum laude, Civil Engineering
Strategic Finance Partners 1993 - Present
Sandler O'Neill & Partners, LP 2001 - 2005
Bear, Stearns & Co., Inc. 2000 - 2001
Montgomery Securities 1989 - 1993
The First Boston Corporation 1987 - 1989
Salomon Brothers Inc 1983 - 1987
Blyth Eastman Dillon 1979 - 1983
Skills
New Business Development, Strategic Planning, Mergers, Financial Analysis, Private Equity, Investment Banking, Equities, Due Diligence, Valuation, Corporate Finance
Education
Stanford University Graduate School of Business 1977 — 1979
MBA, Finance
Stanford University 1974 — 1975
MS, Industrial Engineering; Engineering Economic Systems Planning
Manhattan College 1970 — 1974
BS, summa cum laude, Civil Engineering
Gary Garfinkel Gary Garfinkel's Salomon Brothers Inc. Experience May 1987 - April 1989
Job CoHead Content Strategy & Acquisition at Showtime Networks
Industry Entertainment
Experience
Showtime Networks March 2012 - Present
Showtime Networks July 1993 - March 2012
Sony Pictures Television April 1989 - June 1993
Salomon Brothers Inc. May 1987 - April 1989
Skills
Film, Content Strategy, Television Programming, Digital Distribution, Television, Strategy, Business Development, Broadcast, VOD, Entertainment, Digital Media, Feature Films, Strategic Partnerships, Digital Strategy, New Media, Documentaries, Mergers, Web Video, Broadcast Television, Video Production, Public Relations, Video, Producing
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
International Business/Finance
Boston University 1980 — 1984
B.S., Business Administration
Showtime Networks March 2012 - Present
Showtime Networks July 1993 - March 2012
Sony Pictures Television April 1989 - June 1993
Salomon Brothers Inc. May 1987 - April 1989
Skills
Film, Content Strategy, Television Programming, Digital Distribution, Television, Strategy, Business Development, Broadcast, VOD, Entertainment, Digital Media, Feature Films, Strategic Partnerships, Digital Strategy, New Media, Documentaries, Mergers, Web Video, Broadcast Television, Video Production, Public Relations, Video, Producing
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
International Business/Finance
Boston University 1980 — 1984
B.S., Business Administration
Andrew Auslander, CFA, FRM's Salomon Brothers Inc. Experience November 1991 - January 1997
Job Head of Risk Management
Industry Financial Services
Experience
Itaú USA Asset Management and Itaú Private Bank Miami April 2012 - Present
Credit Suisse March 2005 - February 2012
GALTERE INTERNATIONAL January 2004 - March 2005
PRUDENTIAL SECURITIES July 2001 - December 2003
BNP Paribas January 1999 - March 2001
CHASE MANHATTAN INTERNATIONAL LIMITED May 1998 - January 1999
ANZ INVESTMENT BANK, London January 1997 - April 1998
SALOMON BROTHERS INC November 1991 - January 1997
Skills
Series 7, Securities Finance, Risk Management, High Yield, Derivatives, Bonds, Equities, Emerging Markets, Trading, Valuation, Securities, FX Options, Credit, Prime Brokerage, Fixed Income, Structured Products, Portfolio Management, Interest Rate..., Market Risk, Credit Derivatives, Bloomberg Terminal, Financial Structuring, Finance, Investment Banking, Financial Markets, Financial Risk, Capital Markets, Hedge Funds, Rates, Options, VBA, Treasury, Currency, Mutual Funds, Financial Modeling, Series 63, Investments, Swaps, Trading Systems
Education
STERN SCHOOL OF BUSINESS, NEW YORK UNIVERSITY 1989 — 1992
Advanced Professional Certificate; MBA; of Masters, Finance; for
Rensselaer Polytechnic Institute 1987 — 1989
Master of Science degree, Computer Science and Information Systems
United States Merchant Marine Academy 1982 — 1986
Bachelor of Science degree, Marine Engineering Systems
Itaú USA Asset Management and Itaú Private Bank Miami April 2012 - Present
Credit Suisse March 2005 - February 2012
GALTERE INTERNATIONAL January 2004 - March 2005
PRUDENTIAL SECURITIES July 2001 - December 2003
BNP Paribas January 1999 - March 2001
CHASE MANHATTAN INTERNATIONAL LIMITED May 1998 - January 1999
ANZ INVESTMENT BANK, London January 1997 - April 1998
SALOMON BROTHERS INC November 1991 - January 1997
Skills
Series 7, Securities Finance, Risk Management, High Yield, Derivatives, Bonds, Equities, Emerging Markets, Trading, Valuation, Securities, FX Options, Credit, Prime Brokerage, Fixed Income, Structured Products, Portfolio Management, Interest Rate..., Market Risk, Credit Derivatives, Bloomberg Terminal, Financial Structuring, Finance, Investment Banking, Financial Markets, Financial Risk, Capital Markets, Hedge Funds, Rates, Options, VBA, Treasury, Currency, Mutual Funds, Financial Modeling, Series 63, Investments, Swaps, Trading Systems
Education
STERN SCHOOL OF BUSINESS, NEW YORK UNIVERSITY 1989 — 1992
Advanced Professional Certificate; MBA; of Masters, Finance; for
Rensselaer Polytechnic Institute 1987 — 1989
Master of Science degree, Computer Science and Information Systems
United States Merchant Marine Academy 1982 — 1986
Bachelor of Science degree, Marine Engineering Systems
Julio Villarino Julio Villarino's Salomon Brothers Inc. Experience October 1987 - July 1998
Job Director of Operations at Affordable Medical LLC
Industry Hospital & Health Care
Experience
Affordable Medical LLC May 2011 - Present
Premier Administrative Solutions February 2011 - May 2011
Nielsen Media Research October 2009 - November 2010
Co-ordinated Benefit Plans, Inc. March 2008 - January 2009
Health Plan Services November 2006 - March 2008
Medco Health Solutions March 2006 - November 2006
Sitel Corporation February 2000 - March 2006
Discount Auto Parts Inc November 1999 - January 2000
RJJ & Associates January 1999 - October 1999
Salomon Brothers Inc October 1987 - July 1998
Skills
Communication, Team Building, Team Motivator, Change Management, Operational Risk..., Quality Assurance, Program Management, Team Leadership, Process Improvement, Management, Performance Management, Coaching, Leadership, Customer Service, Call Centers, Customer Satisfaction, Operations Management, Insurance, Training, Strategic Planning, Vendor Management, Account Management, Outlook, Analysis
Education
City University of New York-Herbert H. Lehman College 1970 — 1972
Business Administration
Herbert H. Lehman College (CUNY) 1970 — 1972
Affordable Medical LLC May 2011 - Present
Premier Administrative Solutions February 2011 - May 2011
Nielsen Media Research October 2009 - November 2010
Co-ordinated Benefit Plans, Inc. March 2008 - January 2009
Health Plan Services November 2006 - March 2008
Medco Health Solutions March 2006 - November 2006
Sitel Corporation February 2000 - March 2006
Discount Auto Parts Inc November 1999 - January 2000
RJJ & Associates January 1999 - October 1999
Salomon Brothers Inc October 1987 - July 1998
Skills
Communication, Team Building, Team Motivator, Change Management, Operational Risk..., Quality Assurance, Program Management, Team Leadership, Process Improvement, Management, Performance Management, Coaching, Leadership, Customer Service, Call Centers, Customer Satisfaction, Operations Management, Insurance, Training, Strategic Planning, Vendor Management, Account Management, Outlook, Analysis
Education
City University of New York-Herbert H. Lehman College 1970 — 1972
Business Administration
Herbert H. Lehman College (CUNY) 1970 — 1972
Candace Darling Candace Darling's Salomon Brothers Inc. Experience 1995 - 1997
Job Principal at CandaceDarlingConsulting
Industry Human Resources
Experience
CandaceDarlingConsulting January 2009 - Present
Sphatika International, LLC 2006 - 2008
Lehman Brothers 2000 - 2006
Citigroup 1998 - 2000
Salomon Smith Barney 1997 - 1998
Salomon Brothers Inc 1995 - 1997
Broadway Shows March 1976 - September 1985
Skills
Talent Management, Talent Acquisition, Succession Planning, Onboarding, Music, Employee Engagement, Deferred Compensation, Recruiting, College Recruiting, Performance Management, Personnel Management, Executive Search, Applicant Tracking..., Human Resources, Organizational Design, HRIS, Organizational...
Education
Ryerson University
Theatre Major, Ballet training-The Royal Academy of Dancing
CandaceDarlingConsulting January 2009 - Present
Sphatika International, LLC 2006 - 2008
Lehman Brothers 2000 - 2006
Citigroup 1998 - 2000
Salomon Smith Barney 1997 - 1998
Salomon Brothers Inc 1995 - 1997
Broadway Shows March 1976 - September 1985
Skills
Talent Management, Talent Acquisition, Succession Planning, Onboarding, Music, Employee Engagement, Deferred Compensation, Recruiting, College Recruiting, Performance Management, Personnel Management, Executive Search, Applicant Tracking..., Human Resources, Organizational Design, HRIS, Organizational...
Education
Ryerson University
Theatre Major, Ballet training-The Royal Academy of Dancing
Annmarie Sasdi Annmarie Sasdi's Salomon Brothers Inc. Experience 1983 - 1989
Job Senior Director, Strategic Markets and Program Development, Executive Education at Harvard Kennedy School of Government
Industry Nonprofit Organization Management
Experience
Harvard Kennedy School of Government April 2013 - Present
Harvard University July 2009 - December 2010
International Institute of Boston, Inc. 2008 - 2010
Feingold O'Keeffe Capital 2005 - 2007
Fortune Asset Management USA 2003 - 2005
Goldman Sachs 1998 - 2000
Salomon Brothers Inc 1983 - 1989
Bain & Company 1979 - 1981
Education
Harvard University, John F. Kennedy School of Government 1981 — 1983
Princeton University 1974 — 1978
AB, Architecture and Urban Planning
Harvard Kennedy School of Government April 2013 - Present
Harvard University July 2009 - December 2010
International Institute of Boston, Inc. 2008 - 2010
Feingold O'Keeffe Capital 2005 - 2007
Fortune Asset Management USA 2003 - 2005
Goldman Sachs 1998 - 2000
Salomon Brothers Inc 1983 - 1989
Bain & Company 1979 - 1981
Education
Harvard University, John F. Kennedy School of Government 1981 — 1983
Princeton University 1974 — 1978
AB, Architecture and Urban Planning
Bob Hogan Bob Hogan's Salomon Brothers Inc. Experience September 1991 - January 1996
Job President and Chief Executive Officer at Advocacy, Inc (including Advocacy Trust of Tennessee, LLC)
Industry Financial Services
Experience
Advocacy, Inc (including Advocacy Trust of Tennessee, LLC) December 2014 - Present
CertusBank, N.A. October 2010 - December 2014
Capitol Bancorp April 2005 - September 2010
Bank of America, Inc. February 1996 - April 2005
Salomon Brothers, Inc September 1991 - January 1996
Price Waterhouse September 1982 - September 1991
Skills
Insurance, Program Management, Securities, Asset Managment, Banking, Asset Management, Portfolio Management, Commercial Banking, Credit, Credit Analysis, Finance, Financial Advisory, Financial Analysis, Financial Risk, Financial Services, Investments, Leadership, Loans, Management, Risk Management, Wealth
Education
State University of New York College at Geneseo 1978 — 1982
BS - Accounting/ Minor Public Relations, Accounting, Public Relations
Advocacy, Inc (including Advocacy Trust of Tennessee, LLC) December 2014 - Present
CertusBank, N.A. October 2010 - December 2014
Capitol Bancorp April 2005 - September 2010
Bank of America, Inc. February 1996 - April 2005
Salomon Brothers, Inc September 1991 - January 1996
Price Waterhouse September 1982 - September 1991
Skills
Insurance, Program Management, Securities, Asset Managment, Banking, Asset Management, Portfolio Management, Commercial Banking, Credit, Credit Analysis, Finance, Financial Advisory, Financial Analysis, Financial Risk, Financial Services, Investments, Leadership, Loans, Management, Risk Management, Wealth
Education
State University of New York College at Geneseo 1978 — 1982
BS - Accounting/ Minor Public Relations, Accounting, Public Relations
Nancy Noyes Nancy Noyes's Salomon Brothers Inc. Experience 1984 - 1992
Job Senior Wealth Advisor at Leathe & Associates
Industry Financial Services
Experience
Leathe & Associates February 2013 - Present
Salomon Brothers Asset Management 1992 - November 2002
Salomon Brothers Inc 1984 - 1992
Fannie Mae 1983 - 1984
Fannie Mae 1982 - 1982
Skills
Swaps, Finance, Alternative Investments, Derivatives
Education
Cornell University - Johnson Graduate School of Management 1980 — 1982
MBA, Finance
Penn State University 1976 — 1980
BS, Computer Science
Leathe & Associates February 2013 - Present
Salomon Brothers Asset Management 1992 - November 2002
Salomon Brothers Inc 1984 - 1992
Fannie Mae 1983 - 1984
Fannie Mae 1982 - 1982
Skills
Swaps, Finance, Alternative Investments, Derivatives
Education
Cornell University - Johnson Graduate School of Management 1980 — 1982
MBA, Finance
Penn State University 1976 — 1980
BS, Computer Science
Cornell Toney Cornell Toney's Salomon Brothers Inc. Experience 1995 - 1999
Job Senior Vice President at Blaylock Robert Van, LLC
Industry Financial Services
Experience
Blaylock Beal Van, LLC May 2012 - Present
JMP Securities April 2001 - 2012
Robertson Stephens Inc January 1999 - January 2001
Salomon Brothers Inc 1995 - 1999
Salomon Brothers Inc 1994 - 1995
Skills
Fixed Income, Trading, Equities, Investments, Securities, Series 7, Bloomberg, Investment Banking, Series 63, Capital Markets, Hedge Funds, Asset Management, Alternative Investments, Equity Trading, Electronic Trading, Equity Research, Portfolio Management, Market Data, Bonds, Valuation, Economics
Education
Howard University 1989 — 1994
Bachelor of Science (B.S.), Electrical Engineering
Blaylock Beal Van, LLC May 2012 - Present
JMP Securities April 2001 - 2012
Robertson Stephens Inc January 1999 - January 2001
Salomon Brothers Inc 1995 - 1999
Salomon Brothers Inc 1994 - 1995
Skills
Fixed Income, Trading, Equities, Investments, Securities, Series 7, Bloomberg, Investment Banking, Series 63, Capital Markets, Hedge Funds, Asset Management, Alternative Investments, Equity Trading, Electronic Trading, Equity Research, Portfolio Management, Market Data, Bonds, Valuation, Economics
Education
Howard University 1989 — 1994
Bachelor of Science (B.S.), Electrical Engineering
Chee Chong, CFA Chee Chong, CFA's Salomon Brothers Inc. Experience 1989 - 1994
Job Managing Director at MUFG in the Americas
Industry Financial Services
Experience
MUFG in the Americas 2015 - Present
Bank of America 2012 - 2015
Goldman Sachs 2011 - 2012
Goldman Sachs 1999 - 2011
Bank of America 1996 - 1999
Bankers Trust 1994 - 1996
Salomon Brothers Inc 1989 - 1994
Skills
Internal Audit, Risk Assessment, Valuation, Operational Risk, Market Risk Management, Credit Risk Management, CVA, Commodities, Mortgage Industry, Mortgage Servicing, Securities Trading, Financial Derivatives, Commercial Mortgages, Residential Mortgages, Mortgage Underwriting, Corporate Governance, SOX, Emerging Markets, Brazil, New Products, Merchant Banking, Investment Banking, Private Wealth..., Investment Management, Power Generation, AML, Financial Regulation, Regulatory Reporting, Securities Regulation, Compliance Audits, Payments, Tax Compliance, Leadership Development, Business Strategy, Technology Audit, Investment Research, Private Equity, Structured Products, Internal Controls, Controllers, Alternative Investments, Electronic Trading, Fixed Income Trading, Energy Trading, Modeling, Business Integration, Derivatives, Risk Management, Securities, Auditing
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance
Amherst College
Bachelor’s Degree, Psychology
Columbia University in the City of New York 1987 — 1988
MUFG in the Americas 2015 - Present
Bank of America 2012 - 2015
Goldman Sachs 2011 - 2012
Goldman Sachs 1999 - 2011
Bank of America 1996 - 1999
Bankers Trust 1994 - 1996
Salomon Brothers Inc 1989 - 1994
Skills
Internal Audit, Risk Assessment, Valuation, Operational Risk, Market Risk Management, Credit Risk Management, CVA, Commodities, Mortgage Industry, Mortgage Servicing, Securities Trading, Financial Derivatives, Commercial Mortgages, Residential Mortgages, Mortgage Underwriting, Corporate Governance, SOX, Emerging Markets, Brazil, New Products, Merchant Banking, Investment Banking, Private Wealth..., Investment Management, Power Generation, AML, Financial Regulation, Regulatory Reporting, Securities Regulation, Compliance Audits, Payments, Tax Compliance, Leadership Development, Business Strategy, Technology Audit, Investment Research, Private Equity, Structured Products, Internal Controls, Controllers, Alternative Investments, Electronic Trading, Fixed Income Trading, Energy Trading, Modeling, Business Integration, Derivatives, Risk Management, Securities, Auditing
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance
Amherst College
Bachelor’s Degree, Psychology
Columbia University in the City of New York 1987 — 1988
Beverly Guarino Beverly Guarino's Salomon Brothers Inc. Experience April 1984 - January 1987
Job Executive Assistant / Office Administrator
Industry Executive Office
Experience
THE INNISFREE COMPANIES January 2007 - March 2010
CALETTI CONSTRUCTION March 2003 - September 2006
GUARINO March 1999 - March 2003
RREEF August 1989 - March 1999
SALOMON BROTHERS INC April 1984 - January 1987
UNITED STATES LEASING CORPORATION July 1981 - September 1983
Skills
Eye For Detail, Strong organizational..., Problem Solving, Succinct writing skills, Stay on task through..., Work ethic is..., Note-taker and..., Set priorities by..., Creation and..., Event planning:..., Strategic Planning, Accomplishment oriented, Eloquent client..., Establish successful..., Database Administration, Punctual, health conscious, keen attention to my..., Present myself as a..., Good command of the..., Approachable, Naturally great attitude, Persuasive with..., Motivational in what I..., People come to me for..., Upbeat attitude, Effective Communicator, Nurturing qualities, Work well as a team..., Marketing award winner, Develop and create..., Identifying and..., Customize highly..., Create marketing..., Photography/filming/voic..., Create mission..., Highly computer..., Troubleshooting..., Online banking and..., Maximizing Internet..., Implementation of..., Install hardware and..., Outlook, Time Management, Process Scheduler, Teamwork, Management, Troubleshooting, Communication, Start-ups
Education
San Francisco State University
Received a BA, Anthropology
San Francisco State University
Anthropology, Archaeology
THE INNISFREE COMPANIES January 2007 - March 2010
CALETTI CONSTRUCTION March 2003 - September 2006
GUARINO March 1999 - March 2003
RREEF August 1989 - March 1999
SALOMON BROTHERS INC April 1984 - January 1987
UNITED STATES LEASING CORPORATION July 1981 - September 1983
Skills
Eye For Detail, Strong organizational..., Problem Solving, Succinct writing skills, Stay on task through..., Work ethic is..., Note-taker and..., Set priorities by..., Creation and..., Event planning:..., Strategic Planning, Accomplishment oriented, Eloquent client..., Establish successful..., Database Administration, Punctual, health conscious, keen attention to my..., Present myself as a..., Good command of the..., Approachable, Naturally great attitude, Persuasive with..., Motivational in what I..., People come to me for..., Upbeat attitude, Effective Communicator, Nurturing qualities, Work well as a team..., Marketing award winner, Develop and create..., Identifying and..., Customize highly..., Create marketing..., Photography/filming/voic..., Create mission..., Highly computer..., Troubleshooting..., Online banking and..., Maximizing Internet..., Implementation of..., Install hardware and..., Outlook, Time Management, Process Scheduler, Teamwork, Management, Troubleshooting, Communication, Start-ups
Education
San Francisco State University
Received a BA, Anthropology
San Francisco State University
Anthropology, Archaeology
Edgar Castro-Perez Edgar Castro-Perez's Salomon Brothers Inc. Experience 1989 - 1998
Job Senior Manager IT at Capital Group Companies
Industry Financial Services
Experience
Capital Group Companies July 2008 - Present
MMC 2006 - 2008
Marsh 2006 - 2008
Mercer 2006 - 2008
Credit Suisse Group 1997 - 2006
Salomon Brothers Inc 1989 - 1998
Garpac 1988 - 1990
PCLC 1984 - 1984
Skills
IT Strategy, Requirements Analysis, IT Management, Application Architecture, Vendor Management, VBScript, Problem Management, Analytics, System Deployment, Application Support, Disaster Recovery, Enterprise Architecture, Solution Architecture, Outsourcing, Infrastructure, ITIL, Business Analysis, Business Continuity, Cloud Computing, Data Center, Business Intelligence, Project Portfolio..., IT Operations, SDLC, IT Service Management, Governance, Incident Management, Management, Integration
Education
Baruch College 1985 — 1989
BBA, Copmuter Systems
University of Puerto Rico 1977 — 1981
Ana Roque High School, Humacao, Puerto Rico
Capital Group Companies July 2008 - Present
MMC 2006 - 2008
Marsh 2006 - 2008
Mercer 2006 - 2008
Credit Suisse Group 1997 - 2006
Salomon Brothers Inc 1989 - 1998
Garpac 1988 - 1990
PCLC 1984 - 1984
Skills
IT Strategy, Requirements Analysis, IT Management, Application Architecture, Vendor Management, VBScript, Problem Management, Analytics, System Deployment, Application Support, Disaster Recovery, Enterprise Architecture, Solution Architecture, Outsourcing, Infrastructure, ITIL, Business Analysis, Business Continuity, Cloud Computing, Data Center, Business Intelligence, Project Portfolio..., IT Operations, SDLC, IT Service Management, Governance, Incident Management, Management, Integration
Education
Baruch College 1985 — 1989
BBA, Copmuter Systems
University of Puerto Rico 1977 — 1981
Ana Roque High School, Humacao, Puerto Rico
Atiqua Hashem's Salomon Brothers Inc. Experience 1992 - 1993
Job Legal Counsel, ChildFund International
Industry Legal Services
Experience
ChildFund International May 2012 - Present
CARE USA August 2005 - October 2011
Alston & Bird LLP January 1999 - July 2005
Strategic Compensation Associates 1994 - 1995
Salomon Brothers Inc 1992 - 1993
Skills
Policy Analysis, Policy, Public Policy, International Law, Human Rights, Legal Writing, Legal Research, International..., International Relations, Corporate Law, Politics, Capacity Building, Litigation, Mediation, Fundraising, Employment Law, Research, Program Development, NGOs, Civil Society, Corporate Governance, Community Development, Grants, Government, Economic Development, Program Evaluation, Humanitarian Assistance, Corporate Social..., Training, Strategy, Nonprofits
Education
University of Florida - Fredric G. Levin College of Law 1997 — 1999
J.D. (Honors), Law
Bryn Mawr College 1988 — 1992
Bachelor's Degree, Mathematics & Economics
International School Bangkok
ChildFund International May 2012 - Present
CARE USA August 2005 - October 2011
Alston & Bird LLP January 1999 - July 2005
Strategic Compensation Associates 1994 - 1995
Salomon Brothers Inc 1992 - 1993
Skills
Policy Analysis, Policy, Public Policy, International Law, Human Rights, Legal Writing, Legal Research, International..., International Relations, Corporate Law, Politics, Capacity Building, Litigation, Mediation, Fundraising, Employment Law, Research, Program Development, NGOs, Civil Society, Corporate Governance, Community Development, Grants, Government, Economic Development, Program Evaluation, Humanitarian Assistance, Corporate Social..., Training, Strategy, Nonprofits
Education
University of Florida - Fredric G. Levin College of Law 1997 — 1999
J.D. (Honors), Law
Bryn Mawr College 1988 — 1992
Bachelor's Degree, Mathematics & Economics
International School Bangkok
Jeffrey Cheesman Jeffrey Cheesman's Salomon Brothers Inc. Experience January 1985 - January 1988
Job
Industry Financial Services
Experience
SOUTH STREET CAPITAL MANAGEMENT March 1997 - Present
Inertech Systems June 2012 - January 2015
SecurityBidz.com January 2012 - January 2014
RANIERI & COMPANY January 1988 - January 1997
SALOMON BROTHERS, INC January 1985 - January 1988
ARTHUR ANDERSON & COMPANY January 1983 - January 1985
Skills
Forecasting, Requirements Analysis, Documentation, Due Diligence, Visualization, Analytics, Analysis, Strategic Planning, Business Planning, Mergers, Financial Analysis, Financial Modeling, Competitive Analysis, P&L, Business Analysis, Team Building, Market Analysis, Business Strategy, Problem Solving, Start-ups, Cash Flow, Cross-functional Team..., Restructuring, Strategy Development, Funding, Equities, Private Equity, Corporate Finance, Investment Banking, Venture Capital, Capital Markets, Executive Management, Alliance Building, Management Consulting, Banking, Corporate Development, Mergers & Acquisitions, Strategy, Leadership, Portfolio Management, Investments, Negotiation, Management, Training, Product Development, Entrepreneurship, Project Planning, Strategic Partnerships, Consulting, Financial Structuring
Education
The George Washington University 1979 — 1983
Bachelors
Ridgewood High School 1976 — 1979
State of New York
CPA
SOUTH STREET CAPITAL MANAGEMENT March 1997 - Present
Inertech Systems June 2012 - January 2015
SecurityBidz.com January 2012 - January 2014
RANIERI & COMPANY January 1988 - January 1997
SALOMON BROTHERS, INC January 1985 - January 1988
ARTHUR ANDERSON & COMPANY January 1983 - January 1985
Skills
Forecasting, Requirements Analysis, Documentation, Due Diligence, Visualization, Analytics, Analysis, Strategic Planning, Business Planning, Mergers, Financial Analysis, Financial Modeling, Competitive Analysis, P&L, Business Analysis, Team Building, Market Analysis, Business Strategy, Problem Solving, Start-ups, Cash Flow, Cross-functional Team..., Restructuring, Strategy Development, Funding, Equities, Private Equity, Corporate Finance, Investment Banking, Venture Capital, Capital Markets, Executive Management, Alliance Building, Management Consulting, Banking, Corporate Development, Mergers & Acquisitions, Strategy, Leadership, Portfolio Management, Investments, Negotiation, Management, Training, Product Development, Entrepreneurship, Project Planning, Strategic Partnerships, Consulting, Financial Structuring
Education
The George Washington University 1979 — 1983
Bachelors
Ridgewood High School 1976 — 1979
State of New York
CPA
Dawn Patterson Dawn Patterson's Salomon Brothers Inc. Experience January 1983 - December 1995
Job Managing Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2013 - Present
US Securities and Exchange Commission January 2011 - July 2013
US TREASURY, OFFICE OF FINANCIAL January 2009 - January 2011
DELOITTE & TOUCHE LLP January 1999 - December 2008
CWB SYSTEM SERVICES September 1998 - January 1999
Deutsche Bank Securities, Inc. January 1997 - September 1998
INVESTMENT TECHNOLOGIES GROUP, INC January 1996 - January 1997
SALOMON BROTHERS, INC January 1983 - December 1995
Skills
Corporate Governance, Program Management, Due Diligence, Securities Regulation, Securities, Budgets, Equities, Risk Management, Governance, Start-ups, Finance, Corporate Law, Capital Markets, Strategy, Management, Internal Controls, Financial Risk, Investments, Sarbanes-Oxley Act, Leadership, Auditing, Mergers & Acquisitions
Education
Fordham University 1979 — 1983
Bachelor of Science, Marketing & Computer Science
JPMorgan Chase July 2013 - Present
US Securities and Exchange Commission January 2011 - July 2013
US TREASURY, OFFICE OF FINANCIAL January 2009 - January 2011
DELOITTE & TOUCHE LLP January 1999 - December 2008
CWB SYSTEM SERVICES September 1998 - January 1999
Deutsche Bank Securities, Inc. January 1997 - September 1998
INVESTMENT TECHNOLOGIES GROUP, INC January 1996 - January 1997
SALOMON BROTHERS, INC January 1983 - December 1995
Skills
Corporate Governance, Program Management, Due Diligence, Securities Regulation, Securities, Budgets, Equities, Risk Management, Governance, Start-ups, Finance, Corporate Law, Capital Markets, Strategy, Management, Internal Controls, Financial Risk, Investments, Sarbanes-Oxley Act, Leadership, Auditing, Mergers & Acquisitions
Education
Fordham University 1979 — 1983
Bachelor of Science, Marketing & Computer Science
Gioia Bales Gioia Bales's Salomon Brothers Inc. Experience 1980 - 1989
Job Associate Dean at Hofstra University
Industry Higher Education
Experience
Hofstra University December 2011 - Present
Hofstra January 2008 - December 2011
Hofstra University 2008 - 2011
Merrill Lynch, Pierce, Fenner & Smith Inc. 1998 - 2007
Salomon Brothers Inc 1980 - 1989
Skills
Research, Public Speaking, Data Analysis, Academic Advising, Student Affairs, PowerPoint, Student Development, Teaching, Microsoft Excel, Microsoft Office, Leadership
Education
Hofstra University 1979 — 1986
MBA, Finance
Syracuse University 1975 — 1979
BS, Communications
Hofstra University December 2011 - Present
Hofstra January 2008 - December 2011
Hofstra University 2008 - 2011
Merrill Lynch, Pierce, Fenner & Smith Inc. 1998 - 2007
Salomon Brothers Inc 1980 - 1989
Skills
Research, Public Speaking, Data Analysis, Academic Advising, Student Affairs, PowerPoint, Student Development, Teaching, Microsoft Excel, Microsoft Office, Leadership
Education
Hofstra University 1979 — 1986
MBA, Finance
Syracuse University 1975 — 1979
BS, Communications
Donald Lee Donald Lee's Salomon Brothers Inc. Experience April 1986 - May 1990
Job Data Center Management Team at NFCU
Industry Information Technology and Services
Experience
Navy Federal Credit Union November 2013 - Present
Capital One December 2010 - November 2013
Catalyst Health Solutions August 2007 - December 2010
Unisys January 2006 - August 2007
Morgan Stanley January 2003 - June 2005
Morgan Stanley May 1999 - December 2002
American International Group (AIG) March 1992 - April 1999
Carteret Savings Bank June 1990 - March 1992
Salomon Brothers Inc April 1986 - May 1990
Public Service Electric & Gas September 1982 - April 1986
Skills
Data Center, Vendor Management, Disaster Recovery, Application Development, Process Improvement, IT Management, Change Management, Business Continuity, Team Building, Help Desk Support, Software Development, Security, IT Service Management, IT Operations, Unix, Infrastructure, Business Process..., Information Technology, Project Management, Program Management, IT Strategy, Management, Enterprise Architecture, Integration, Testing, ITIL, Leadership, SDLC
Education
American Public University System 2011 — 2015
Business Administration and Infomation Technology Management
Essex County College 1984 — 1984
Computer Science
U.S. Army Signal School 1978 — 1979
Attained diploma, Computer Operations
Neptune Senior High School 1974 — 1978
high school diploma, College Prep
Navy Federal Credit Union November 2013 - Present
Capital One December 2010 - November 2013
Catalyst Health Solutions August 2007 - December 2010
Unisys January 2006 - August 2007
Morgan Stanley January 2003 - June 2005
Morgan Stanley May 1999 - December 2002
American International Group (AIG) March 1992 - April 1999
Carteret Savings Bank June 1990 - March 1992
Salomon Brothers Inc April 1986 - May 1990
Public Service Electric & Gas September 1982 - April 1986
Skills
Data Center, Vendor Management, Disaster Recovery, Application Development, Process Improvement, IT Management, Change Management, Business Continuity, Team Building, Help Desk Support, Software Development, Security, IT Service Management, IT Operations, Unix, Infrastructure, Business Process..., Information Technology, Project Management, Program Management, IT Strategy, Management, Enterprise Architecture, Integration, Testing, ITIL, Leadership, SDLC
Education
American Public University System 2011 — 2015
Business Administration and Infomation Technology Management
Essex County College 1984 — 1984
Computer Science
U.S. Army Signal School 1978 — 1979
Attained diploma, Computer Operations
Neptune Senior High School 1974 — 1978
high school diploma, College Prep
Clayton Rousseau's Salomon Brothers Inc. Experience December 1982 - February 1989
Job Vice PresidentProperty & Corporate Services Administration at Credit Agricole CIB in the Americas
Industry Financial Services
Experience
Credit Agricole Corporate and Investment Bank February 1989 - Present
Calyon-Credit Agricole CIB June 2004 - February 2010
Credit Lyonnais February 1989 - June 2004
Salomon Brothers Inc. December 1982 - February 1989
Skills
Management, Contract Negotiation, Risk Management, Negotiation, Purchasing, Vendor Management, Facilities Management, Leadership, Human Resources, Budgets, Financial Analysis, Process Improvement, Strategic Planning, Team Building, Performance Management, Operations Management, Procurement, Project Management, Asset Management, Program Management, Forecasting, Team Leadership, Strategy, Lean Manufacturing, Project Planning, Business Development, Six Sigma, Business Process..., TQM, Contract Management, Coaching, Analysis, Strategic Sourcing, Outsourcing, Due Diligence, Business Strategy, Business Planning, Training, Employee Relations, Real Estate, Green Initiatives, Sustainability, Talent Management, Key Performance..., Key Risk Indicators..., Vendor Relations, Cost Reduction, Lean Six Sigma, Business Continuity...
Education
American Intercontinental University 2003 — 2005
BBA, Business Administration and Management, General
Pace University-Lubin School of Business 1985 — 1987
Business Administration
Credit Agricole Corporate and Investment Bank February 1989 - Present
Calyon-Credit Agricole CIB June 2004 - February 2010
Credit Lyonnais February 1989 - June 2004
Salomon Brothers Inc. December 1982 - February 1989
Skills
Management, Contract Negotiation, Risk Management, Negotiation, Purchasing, Vendor Management, Facilities Management, Leadership, Human Resources, Budgets, Financial Analysis, Process Improvement, Strategic Planning, Team Building, Performance Management, Operations Management, Procurement, Project Management, Asset Management, Program Management, Forecasting, Team Leadership, Strategy, Lean Manufacturing, Project Planning, Business Development, Six Sigma, Business Process..., TQM, Contract Management, Coaching, Analysis, Strategic Sourcing, Outsourcing, Due Diligence, Business Strategy, Business Planning, Training, Employee Relations, Real Estate, Green Initiatives, Sustainability, Talent Management, Key Performance..., Key Risk Indicators..., Vendor Relations, Cost Reduction, Lean Six Sigma, Business Continuity...
Education
American Intercontinental University 2003 — 2005
BBA, Business Administration and Management, General
Pace University-Lubin School of Business 1985 — 1987
Business Administration
Justine Tobin Justine Tobin's Salomon Brothers Inc. Experience August 1989 - March 1994
Job Investment Banker Tobin & Company Investment Banking Group LLC
Industry Investment Banking
Experience
Tobin & Company Investment Banking Group LLC February 2001 - Present
Charlotte Regional Technology Executives Council March 2010 - August 2011
Stanford Keene April 1999 - February 2001
Bank of America June 1994 - August 1998
Salomon Brothers Inc. August 1989 - March 1994
Goldman, Sachs & Co. March 1985 - January 1988
First National Bank of Tulsa June 1983 - February 1985
Skills
Investment Banking, Corporate Finance, Private Equity, Strategy, Valuation, Mergers & Acquisitions, Financial Modeling, Securities, Venture Capital, Banking, Business Valuation, Management, Corporate Development, M&A experience, Financial Structuring, Private Placements, LBO, Divestitures, Equity Valuation, IPO, Equity Research, Capital, Leveraged Finance, DCF, Acquisitions, Deal Sourcing, Emerging Markets, Capital Markets, Capital Raising, Structured Finance
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance
The University of Texas at Austin - The Red McCombs School of Business 1981 — 1983
BBA, Finance and International Business Double Major, French Minor
Oklahoma State University 1979 — 1981
Business
Tulsa Memorial High School
Tobin & Company Investment Banking Group LLC February 2001 - Present
Charlotte Regional Technology Executives Council March 2010 - August 2011
Stanford Keene April 1999 - February 2001
Bank of America June 1994 - August 1998
Salomon Brothers Inc. August 1989 - March 1994
Goldman, Sachs & Co. March 1985 - January 1988
First National Bank of Tulsa June 1983 - February 1985
Skills
Investment Banking, Corporate Finance, Private Equity, Strategy, Valuation, Mergers & Acquisitions, Financial Modeling, Securities, Venture Capital, Banking, Business Valuation, Management, Corporate Development, M&A experience, Financial Structuring, Private Placements, LBO, Divestitures, Equity Valuation, IPO, Equity Research, Capital, Leveraged Finance, DCF, Acquisitions, Deal Sourcing, Emerging Markets, Capital Markets, Capital Raising, Structured Finance
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance
The University of Texas at Austin - The Red McCombs School of Business 1981 — 1983
BBA, Finance and International Business Double Major, French Minor
Oklahoma State University 1979 — 1981
Business
Tulsa Memorial High School
Stephen Roney Stephen Roney's Salomon Brothers Inc. Experience November 1991 - November 1994
Job Head of US Healthcare Trading at UBS
Industry Financial Services
Experience
UBS June 2013 - Present
UBS June 2011 - June 2013
UBS Investment Bank January 2007 - December 2009
UBS Investment Bank January 2005 - December 2007
UBS January 1999 - January 2003
Santander Investment Securities Inc July 1995 - July 1999
Salomon Brothers Inc November 1991 - November 1994
Salomon Brothers Inc August 1988 - November 1991
Skills
Equities, Derivatives, Trading, Investment Banking, Securities, Asset Management, Emerging Markets, Mergers & Acquisitions, Finance, Banking, Financial Risk, Trading Strategies, Analytics, Team Management, Fixed Income, Hedge Funds, Capital Markets, Management, Trading Systems, Bloomberg, Electronic Trading
Education
STERN SCHOOL OF BUSINESS-New York University 1992 — 1994
MBA, Finance; PROGRAM
Fordham University 1983 — 1988
Bachelor of Arts, Computer Information Science
UBS June 2013 - Present
UBS June 2011 - June 2013
UBS Investment Bank January 2007 - December 2009
UBS Investment Bank January 2005 - December 2007
UBS January 1999 - January 2003
Santander Investment Securities Inc July 1995 - July 1999
Salomon Brothers Inc November 1991 - November 1994
Salomon Brothers Inc August 1988 - November 1991
Skills
Equities, Derivatives, Trading, Investment Banking, Securities, Asset Management, Emerging Markets, Mergers & Acquisitions, Finance, Banking, Financial Risk, Trading Strategies, Analytics, Team Management, Fixed Income, Hedge Funds, Capital Markets, Management, Trading Systems, Bloomberg, Electronic Trading
Education
STERN SCHOOL OF BUSINESS-New York University 1992 — 1994
MBA, Finance; PROGRAM
Fordham University 1983 — 1988
Bachelor of Arts, Computer Information Science
Nathan Low's Salomon Brothers Inc. Experience 1985 - 1987
Job IBM AlphaZone HighTech Accelerator, IBM HQ Israel
Industry Financial Services
Experience
IBM AlphaZone Hightech Accelerator January 2014 - Present
Sunrise Securities Corp. 1992 - Present
Prudential Securities 1989 - 1990
bear stearns 1987 - 1989
salomon brothers inc 1985 - 1987
Skills
Asset Management, Investments, Mergers & Acquisitions, Corporate Finance, Entrepreneurship, Portfolio Management, Due Diligence, Strategy, Business Strategy, Strategic Planning, Business Development, Venture Capital, Private Equity, Investment Banking, Asset Managment, Derivatives, Event Planning, Financial Modeling, Financial Services, Marketing, Marketing Strategy, Mergers, Mergers, Public Speaking, Real Estate, Social Media, Trading
Education
harvard college 1978 — 1982
AB, cum laude
Harvard University
A.B., history and literature
IBM AlphaZone Hightech Accelerator January 2014 - Present
Sunrise Securities Corp. 1992 - Present
Prudential Securities 1989 - 1990
bear stearns 1987 - 1989
salomon brothers inc 1985 - 1987
Skills
Asset Management, Investments, Mergers & Acquisitions, Corporate Finance, Entrepreneurship, Portfolio Management, Due Diligence, Strategy, Business Strategy, Strategic Planning, Business Development, Venture Capital, Private Equity, Investment Banking, Asset Managment, Derivatives, Event Planning, Financial Modeling, Financial Services, Marketing, Marketing Strategy, Mergers, Mergers, Public Speaking, Real Estate, Social Media, Trading
Education
harvard college 1978 — 1982
AB, cum laude
Harvard University
A.B., history and literature
Carol Pepper Carol Pepper's Salomon Brothers Inc. Experience September 1984 - July 1986
Job CEO and Founder Pepper International
Industry Investment Management
Experience
The Institute for Life Sciences Collaboration March 2015 - Present
Pepper International March 2001 - Present
Morgan Stanley July 2000 - February 2001
Instinet Incorporated November 1999 - June 2000
Rockefeller & Co., Inc. June 1998 - November 1999
Citi September 1997 - May 1998
PEREGRINE ACQUISITIONS, INC. January 1997 - September 1997
Credit Suisse First Boston January 1995 - December 1996
JP Morgan September 1986 - December 1994
SALOMON BROTHERS INC September 1984 - July 1986
Skills
Estate Planning, Investment Management, Wealth Management, Financial Services, Start-ups, Finance, Banking, Strategy, Family Office, Trusts, Asset Managment, Alternative Investments, Strategic Financial..., Investment Advisory, Business Planning, Credit, Investment Strategies, Retirement Planning, Asset Management, Emerging Markets, Portfolio Management, Equities, Risk Management, New Business Development, Due Diligence, Relationship Management, Management, Financial Planning, Strategic Planning, Personal Finance, Corporate Development, High Net Worth..., Investments, Public Speaking, Executive Management, Strategic Communications, Bonds, Investment Banking, Leadership, Valuation, Stock Market, Financial Analysis, Public Relations, Wealth Preservation..., Capital Markets, Series 63, Marketing Strategy, Luxury Lifestyle, Luxury Goods, Marketing
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Entrepreneurial Studies
Bryn Mawr College 1980 — 1984
BA, Philosophy
The Institute for Life Sciences Collaboration March 2015 - Present
Pepper International March 2001 - Present
Morgan Stanley July 2000 - February 2001
Instinet Incorporated November 1999 - June 2000
Rockefeller & Co., Inc. June 1998 - November 1999
Citi September 1997 - May 1998
PEREGRINE ACQUISITIONS, INC. January 1997 - September 1997
Credit Suisse First Boston January 1995 - December 1996
JP Morgan September 1986 - December 1994
SALOMON BROTHERS INC September 1984 - July 1986
Skills
Estate Planning, Investment Management, Wealth Management, Financial Services, Start-ups, Finance, Banking, Strategy, Family Office, Trusts, Asset Managment, Alternative Investments, Strategic Financial..., Investment Advisory, Business Planning, Credit, Investment Strategies, Retirement Planning, Asset Management, Emerging Markets, Portfolio Management, Equities, Risk Management, New Business Development, Due Diligence, Relationship Management, Management, Financial Planning, Strategic Planning, Personal Finance, Corporate Development, High Net Worth..., Investments, Public Speaking, Executive Management, Strategic Communications, Bonds, Investment Banking, Leadership, Valuation, Stock Market, Financial Analysis, Public Relations, Wealth Preservation..., Capital Markets, Series 63, Marketing Strategy, Luxury Lifestyle, Luxury Goods, Marketing
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Entrepreneurial Studies
Bryn Mawr College 1980 — 1984
BA, Philosophy
Leanne Baker Leanne Baker's Salomon Brothers Inc. Experience January 1991 - December 1997
Job Independent Board Member and Consultant
Industry Mining & Metals
Experience
Agnico Eagle Mines Limited 2003 - Present
McEwen Mining 2006 - Present
Reunion Gold Corporation 2005 - Present
Sutter Gold Mining, Inc. November 2011 - Present
Kimber Resources 2006 - January 2014
Sutter Gold Mining, Inc. November 2011 - June 2013
ETF Securities August 2006 - June 2012
Investor Resources LLC January 2006 - October 2011
Salomon Smith Barney January 1998 - December 2001
Salomon Brothers Inc January 1991 - December 1997
Skills
Investor Relations, Mining, Gold, Minerals, IPO, Equity Research, Financial Services, Metals, Mineral Exploration, Commodity, Audit Committee, Geology, Joint Ventures, Due Diligence, Private Placements, Private Equity, Corporate Finance, Trading, Equities, Capital, Emerging Markets, Alternative Investments, Corporate Development, Venture Capital, Investment Management, Hedge Funds, Project Finance, Mergers & Acquisitions, Funding, M&A experience, Equity Valuation, Capital Markets, Hedging, Business Valuation, Investment Banking, Structured Finance
Education
Colorado School of Mines 1980 — 1984
Ph.D., Mineral Economics
Colorado School of Mines 1980 — 1981
M.S., Mineral Economics
University of Colorado at Boulder 1970 — 1974
B.S., Journalism
Agnico Eagle Mines Limited 2003 - Present
McEwen Mining 2006 - Present
Reunion Gold Corporation 2005 - Present
Sutter Gold Mining, Inc. November 2011 - Present
Kimber Resources 2006 - January 2014
Sutter Gold Mining, Inc. November 2011 - June 2013
ETF Securities August 2006 - June 2012
Investor Resources LLC January 2006 - October 2011
Salomon Smith Barney January 1998 - December 2001
Salomon Brothers Inc January 1991 - December 1997
Skills
Investor Relations, Mining, Gold, Minerals, IPO, Equity Research, Financial Services, Metals, Mineral Exploration, Commodity, Audit Committee, Geology, Joint Ventures, Due Diligence, Private Placements, Private Equity, Corporate Finance, Trading, Equities, Capital, Emerging Markets, Alternative Investments, Corporate Development, Venture Capital, Investment Management, Hedge Funds, Project Finance, Mergers & Acquisitions, Funding, M&A experience, Equity Valuation, Capital Markets, Hedging, Business Valuation, Investment Banking, Structured Finance
Education
Colorado School of Mines 1980 — 1984
Ph.D., Mineral Economics
Colorado School of Mines 1980 — 1981
M.S., Mineral Economics
University of Colorado at Boulder 1970 — 1974
B.S., Journalism
Michelle M. Murphy's Salomon Brothers Inc. Experience 1983 - 1987
Job Director of Communications & Marketing at Kingswood Oxford School
Industry Writing and Editing
Experience
Kingswood Oxford School July 2012 - Present
Northwest Catholic High School August 2007 - July 2012
St. Thomas the Apostle School May 2005 - August 2007
Michelle M. Murphy 1990 - 2005
CBIA 1990 - 2005
Knight-Ridder Financial News 1988 - 1990
Salomon Brothers Inc 1983 - 1987
Met Life 1982 - 1983
Skills
Writing, Editing, Business Reporting, Public Relations, Press Releases, Media Relations, Newsletters, Special Events, Publications, Website Management, Social Networking, Annual Reports, Magazines, Event Planning, Social Media, Fundraising, Annual Giving, Event Management, Research, Marketing Communications, Copy Editing, Feature Articles, Photography, Social Media Marketing, Storytelling
Education
Columbia University - Graduate School of Journalism 1985 — 1986
M.S., Journalism
Georgetown University 1977 — 1981
A.B., Double major in Honors English and Government
Kingswood Oxford School July 2012 - Present
Northwest Catholic High School August 2007 - July 2012
St. Thomas the Apostle School May 2005 - August 2007
Michelle M. Murphy 1990 - 2005
CBIA 1990 - 2005
Knight-Ridder Financial News 1988 - 1990
Salomon Brothers Inc 1983 - 1987
Met Life 1982 - 1983
Skills
Writing, Editing, Business Reporting, Public Relations, Press Releases, Media Relations, Newsletters, Special Events, Publications, Website Management, Social Networking, Annual Reports, Magazines, Event Planning, Social Media, Fundraising, Annual Giving, Event Management, Research, Marketing Communications, Copy Editing, Feature Articles, Photography, Social Media Marketing, Storytelling
Education
Columbia University - Graduate School of Journalism 1985 — 1986
M.S., Journalism
Georgetown University 1977 — 1981
A.B., Double major in Honors English and Government
Christopher Brothers Christopher Brothers's Salomon Brothers Inc. Experience 1992 - 1996
Job Managing Partner at Solace Capital Partners
Industry Financial Services
Experience
Solace Capital Partners July 2013 - Present
Saybrook Capital June 2006 - June 2013
Eli Broad College of Business, Michigan State University 2006 - December 2012
Oaktree Capital Management 1996 - July 2006
Salomon Brothers Inc 1992 - 1996
PricewaterhouseCoopers June 1988 - August 1992
Skills
Mergers, Restructuring, Private Equity, Valuation, Investments, Portfolio Management, Investment Banking, IPO, Start-ups, Management, Corporate Development, Joint Ventures, Corporate Finance, Financial Services, Finance, Executive Management, Venture Capital, Financial Modeling, Leveraged Finance, Emerging Markets, Financial Structuring, Equities, Alternative Investments, Funding, Strategic Planning, Asset Managment, Mergers & Acquisitions, LBO, Fixed Income, Capital Markets, Investor Relations, Asset Management, Debt Restructuring, Capital, Acquisition Integration, Due Diligence, Business Valuation, Financial Analysis, Hedge Funds, M&A experience, Credit, Acquisitions, Structured Finance
Education
Michigan State University 1983 — 1988
BA, Accounting
Michigan State University - The Eli Broad College of Business 1983 — 1988
MBA, Finance & Accounting
Solace Capital Partners July 2013 - Present
Saybrook Capital June 2006 - June 2013
Eli Broad College of Business, Michigan State University 2006 - December 2012
Oaktree Capital Management 1996 - July 2006
Salomon Brothers Inc 1992 - 1996
PricewaterhouseCoopers June 1988 - August 1992
Skills
Mergers, Restructuring, Private Equity, Valuation, Investments, Portfolio Management, Investment Banking, IPO, Start-ups, Management, Corporate Development, Joint Ventures, Corporate Finance, Financial Services, Finance, Executive Management, Venture Capital, Financial Modeling, Leveraged Finance, Emerging Markets, Financial Structuring, Equities, Alternative Investments, Funding, Strategic Planning, Asset Managment, Mergers & Acquisitions, LBO, Fixed Income, Capital Markets, Investor Relations, Asset Management, Debt Restructuring, Capital, Acquisition Integration, Due Diligence, Business Valuation, Financial Analysis, Hedge Funds, M&A experience, Credit, Acquisitions, Structured Finance
Education
Michigan State University 1983 — 1988
BA, Accounting
Michigan State University - The Eli Broad College of Business 1983 — 1988
MBA, Finance & Accounting
Richard O. Vandenberg Jr. Richard O. Vandenberg Jr.'s Salomon Brothers Inc. Experience August 1981 - February 1984
Job Managing Director at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust March 2011 - Present
Bessemer Trust Company January 2007 - March 2011
Merrill Lynch & Co. January 2000 - May 2003
Goldman Sachs & Co. February 1984 - January 2000
Salomon Brothers Inc. August 1981 - February 1984
Skills
Asset Allocation, Investment Management, Alternative Investments, Hedge Funds, Asset Managment, Investments, Equities, Wealth Management, Private Equity, Portfolio Management, Fixed Income, Investment Strategies, Investment Advisory, Wealth Management..., Series 7, Family Office, Mutual Funds, Bloomberg, Fund Of Funds, Valuation, Finance, Estate Planning, Asset Management, High Net Worth..., Venture Capital, Bonds, Investment Banking, Series 63, Equity Research, Financial Markets
Education
UCLA Anderson School of Management 1979 — 1981
MBA
Brigham Young University 1973 — 1979
BS
International School of Brussels 1971 — 1973
HS diploma
Atlantic Trust March 2011 - Present
Bessemer Trust Company January 2007 - March 2011
Merrill Lynch & Co. January 2000 - May 2003
Goldman Sachs & Co. February 1984 - January 2000
Salomon Brothers Inc. August 1981 - February 1984
Skills
Asset Allocation, Investment Management, Alternative Investments, Hedge Funds, Asset Managment, Investments, Equities, Wealth Management, Private Equity, Portfolio Management, Fixed Income, Investment Strategies, Investment Advisory, Wealth Management..., Series 7, Family Office, Mutual Funds, Bloomberg, Fund Of Funds, Valuation, Finance, Estate Planning, Asset Management, High Net Worth..., Venture Capital, Bonds, Investment Banking, Series 63, Equity Research, Financial Markets
Education
UCLA Anderson School of Management 1979 — 1981
MBA
Brigham Young University 1973 — 1979
BS
International School of Brussels 1971 — 1973
HS diploma
Peggy Caldwell Peggy Caldwell's Salomon Brothers Inc. Experience 1981 - 1988
Job Managing Director at Liora Partners (formerly Veritage Group)
Industry Financial Services
Experience
Liora Partners May 2009 - Present
ING Investment Management March 2002 - January 2009
Barclays Global Investors 1999 - 2002
Fidelity Investments 1992 - 1999
Salomon Brothers Inc 1981 - 1988
Skills
Asset, Venture Capital, Private Equity, Alternative Investments, Hedge Funds, Valuation, Series 7, Equities, Investment Management, Derivatives, Corporate Finance, Mutual Funds, Emerging Markets, Strategy, Fund Of Funds, Funding, Financial Markets, Securities, Asset Management, Fixed Income, Investments, Investment Strategies, Relationship Management, Investment Banking, Business Development, Portfolio Management, Investment Advisory, Institutional..., Mergers & Acquisitions, Bloomberg, Capital, Capital Markets, Structured Products, IPO, Bonds
Education
University of Pennsylvania - The Wharton School 1979 — 1981
MBA, Finance
Dickinson College 1973 — 1977
BS, Biology with Honors, summa cum laude
Liora Partners May 2009 - Present
ING Investment Management March 2002 - January 2009
Barclays Global Investors 1999 - 2002
Fidelity Investments 1992 - 1999
Salomon Brothers Inc 1981 - 1988
Skills
Asset, Venture Capital, Private Equity, Alternative Investments, Hedge Funds, Valuation, Series 7, Equities, Investment Management, Derivatives, Corporate Finance, Mutual Funds, Emerging Markets, Strategy, Fund Of Funds, Funding, Financial Markets, Securities, Asset Management, Fixed Income, Investments, Investment Strategies, Relationship Management, Investment Banking, Business Development, Portfolio Management, Investment Advisory, Institutional..., Mergers & Acquisitions, Bloomberg, Capital, Capital Markets, Structured Products, IPO, Bonds
Education
University of Pennsylvania - The Wharton School 1979 — 1981
MBA, Finance
Dickinson College 1973 — 1977
BS, Biology with Honors, summa cum laude
Geoff Koester Geoff Koester's Salomon Brothers Inc. Experience January 1986 - January 1987
Job Handyman at Home Sweet Home
Industry Construction
Experience
Home Sweet Home September 2014 - Present
Port Chester School District September 2012 - January 2015
MIZUHO CORPORATE BANK 2001 - 2004
LEHMAN BROTHERS, INC January 1998 - January 2000
CITIBANK, N January 1996 - January 1998
The Chase Manhattan Bank January 1989 - January 1996
THE SUMITOMO BANK, LTD January 1987 - January 1989
SALOMON BROTHERS, INC January 1986 - January 1987
Skills
FX trading, Electronic Trading, Trade Execution, Trading Strategies, Customer Relations, FX, Trading, Currency, Industry Analysis, FX Options
Education
Cornell University 1982 — 1985
B.S, Business Management and Marketing
Home Sweet Home September 2014 - Present
Port Chester School District September 2012 - January 2015
MIZUHO CORPORATE BANK 2001 - 2004
LEHMAN BROTHERS, INC January 1998 - January 2000
CITIBANK, N January 1996 - January 1998
The Chase Manhattan Bank January 1989 - January 1996
THE SUMITOMO BANK, LTD January 1987 - January 1989
SALOMON BROTHERS, INC January 1986 - January 1987
Skills
FX trading, Electronic Trading, Trade Execution, Trading Strategies, Customer Relations, FX, Trading, Currency, Industry Analysis, FX Options
Education
Cornell University 1982 — 1985
B.S, Business Management and Marketing
Stephen O'Connell's Salomon Brothers Inc. Experience 1987 - 1990
Job CFO at Harry & David Holdings, Inc.
Industry Retail
Experience
Harry & David Holdings, Inc. June 2004 - Present
Wasserstein & Company 2001 - 2004
Wasserstein Perella & Co. 1997 - 2001
Wasserstein Perella & Co., Inc. 1997 - 1998
EXOR America 1994 - 1997
EXOR America 1990 - 1994
Salomon Brothers Inc. 1987 - 1990
Prudential-Bache 1983 - 1985
Cranbrook School 1980 - 1983
Education
University of Virginia Darden School of Business
MBA, Business
Princeton University 1976 — 1980
BA, English
Harry & David Holdings, Inc. June 2004 - Present
Wasserstein & Company 2001 - 2004
Wasserstein Perella & Co. 1997 - 2001
Wasserstein Perella & Co., Inc. 1997 - 1998
EXOR America 1994 - 1997
EXOR America 1990 - 1994
Salomon Brothers Inc. 1987 - 1990
Prudential-Bache 1983 - 1985
Cranbrook School 1980 - 1983
Education
University of Virginia Darden School of Business
MBA, Business
Princeton University 1976 — 1980
BA, English
Constance Dunn Constance Dunn's Salomon Brothers Inc. Experience January 1992 - June 1993
Job Senior Financial and Capital Markets Professional
Industry Investment Banking
Experience
LaSalle Investment Management June 2006 - May 2007
Global Capital Finance Americas LLC November 2000 - February 2005
InnoCap LLC November 1997 - January 2000
Price Waterhouse LLP April 1995 - November 1997
D'Accord Financial Services, Inc. June 1993 - April 1995
Salomon Brothers Inc January 1992 - June 1993
First Chicago Leasing Inc. April 1983 - January 1992
Education
The University of Chicago Booth School of Business 1978 — 1981
MBA, Finance
University of Illinois at Chicago 1971 — 1975
BS, Accounting
LaSalle Investment Management June 2006 - May 2007
Global Capital Finance Americas LLC November 2000 - February 2005
InnoCap LLC November 1997 - January 2000
Price Waterhouse LLP April 1995 - November 1997
D'Accord Financial Services, Inc. June 1993 - April 1995
Salomon Brothers Inc January 1992 - June 1993
First Chicago Leasing Inc. April 1983 - January 1992
Education
The University of Chicago Booth School of Business 1978 — 1981
MBA, Finance
University of Illinois at Chicago 1971 — 1975
BS, Accounting
Rhonda Craft Bird's Salomon Brothers Inc. Experience June 1984 - September 1986
Job Owner, The Aspen Group
Industry Education Management
Experience
Talcott Mountain Science Center and Academy 2012 - Present
The Aspen Group September 1997 - Present
ABN AMRO Bank March 1990 - September 1997
Merrill Lynch September 1986 - March 1988
Salomon Brothers Inc. June 1984 - September 1986
United States Senate & United States House of Representatives July 1981 - June 1984
Skills
Management Consulting, Asset Managment, Strategic Planning, Philanthropy, Financial Markets, ALM, Securities, Financial Structuring, Fundraising, Budgets, Business Development, Structured Products, Swaps, Marketing Strategy, Asset Management, Management, Marketing, Project Management
Education
The University of Chicago - Booth School of Business 1994 — 1996
MBA, Finance and Accounting
Michigan State University 1977 — 1981
Bachelor of Arts (B.A.) with Honours, Communication Arts
Lakeshore High School
High School Diploma with Honours
Talcott Mountain Science Center and Academy 2012 - Present
The Aspen Group September 1997 - Present
ABN AMRO Bank March 1990 - September 1997
Merrill Lynch September 1986 - March 1988
Salomon Brothers Inc. June 1984 - September 1986
United States Senate & United States House of Representatives July 1981 - June 1984
Skills
Management Consulting, Asset Managment, Strategic Planning, Philanthropy, Financial Markets, ALM, Securities, Financial Structuring, Fundraising, Budgets, Business Development, Structured Products, Swaps, Marketing Strategy, Asset Management, Management, Marketing, Project Management
Education
The University of Chicago - Booth School of Business 1994 — 1996
MBA, Finance and Accounting
Michigan State University 1977 — 1981
Bachelor of Arts (B.A.) with Honours, Communication Arts
Lakeshore High School
High School Diploma with Honours
Joan Mary Stewart Joan Mary Stewart's Salomon Brothers Inc. Experience 1983 - 1992
Job Stewart Pratt Partners, LLC Managing Partner, Head of Investment Banking Recruiting
Industry Staffing and Recruiting
Experience
Stewart Pratt Partners, LLC June 2013 - Present
EJ Lance Management, Inc. 1996 - May 2013
Salomon Brothers Inc 1983 - 1992
Skills
Start-ups, Capital Markets, Mergers, Private Equity, Investment Banking, Strategy, Equity Research, Corporate Finance, Banking, Finance, Executive Search, Investments, Recruiting, Mergers & Acquisitions, Venture Capital
Education
Mount Holyoke College 1979 — 1982
Bachelor of Arts (BA), Psychobiology
Greenwich High School 1975 — 1978
Greenwich Country Day School 1972 — 1975
Stewart Pratt Partners, LLC June 2013 - Present
EJ Lance Management, Inc. 1996 - May 2013
Salomon Brothers Inc 1983 - 1992
Skills
Start-ups, Capital Markets, Mergers, Private Equity, Investment Banking, Strategy, Equity Research, Corporate Finance, Banking, Finance, Executive Search, Investments, Recruiting, Mergers & Acquisitions, Venture Capital
Education
Mount Holyoke College 1979 — 1982
Bachelor of Arts (BA), Psychobiology
Greenwich High School 1975 — 1978
Greenwich Country Day School 1972 — 1975
Patrick Garrett Patrick Garrett's Salomon Brothers Inc. Experience August 1986 - December 1991
Job Managing Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2003 - Present
Bear Stearns February 1997 - November 2002
Goldman Sachs 1992 - 1997
Salomon Brothers Inc August 1986 - December 1991
Texas Instruments 1982 - 1984
Skills
Capital Markets, Investment Banking, Valuation, Equities, Hedge Funds, Corporate Finance, Private Equity, Portfolio Management, Securities, Equity Capital Markets, Finance
Education
Massachusetts Institute of Technology - Sloan School of Management 1984 — 1986
M.B.A., Finance
University of Virginia 1978 — 1982
B.S. Commerce, Finance
Wells Fargo Securities June 2003 - Present
Bear Stearns February 1997 - November 2002
Goldman Sachs 1992 - 1997
Salomon Brothers Inc August 1986 - December 1991
Texas Instruments 1982 - 1984
Skills
Capital Markets, Investment Banking, Valuation, Equities, Hedge Funds, Corporate Finance, Private Equity, Portfolio Management, Securities, Equity Capital Markets, Finance
Education
Massachusetts Institute of Technology - Sloan School of Management 1984 — 1986
M.B.A., Finance
University of Virginia 1978 — 1982
B.S. Commerce, Finance
William M. (Bill) Schult William M. (Bill) Schult's Salomon Brothers Inc. Experience October 1985 - July 1986
Job Skilled International Business Professional ■ Nonprofit Proponent ■ Solid M&A Experience ■ CrossCultural German Speaker
Industry Packaging and Containers
Experience
Pro Mach, Inc. April 2005 - Present
Shepherd Color Company January 2003 - April 2005
International Knife & Saw, Inc. August 1995 - February 2002
Siemens December 1987 - August 1995
Allen Group Inc. July 1986 - December 1987
Salomon Brothers Inc October 1985 - July 1986
Coopers & Lybrand July 1983 - October 1985
Skills
Corporate Finance, Mergers, US GAAP, Forecasting, Financial Analysis, Manufacturing, Due Diligence, Internal Controls, Managerial Finance, Strategic Planning, German, Cash Management, Sarbanes-Oxley Act, Business Planning, Strategic Financial..., Resource Optimization, International Business, Team Leadership, Solution Focused, Revenue Development, Private Equity, Multicultural Experience, Training, Risk Analysis, Reorganization, Turnaround Strategies, Growth, Recruiting, Performance Improvement, Feedback/Motivation, Delegation, Empowerment, Goal-Setting, Leading by Example, Communication, Presentation, Customer-Focused
Education
Holy Apostles College and Seminary 2004 — 2008
M.A., Theology
Adelphi University 1981 — 1983
BBA, Accounting
Villanova University 1979 — 1981
Accounting
Chaminade High School, Mineola 1975 — 1979
Pro Mach, Inc. April 2005 - Present
Shepherd Color Company January 2003 - April 2005
International Knife & Saw, Inc. August 1995 - February 2002
Siemens December 1987 - August 1995
Allen Group Inc. July 1986 - December 1987
Salomon Brothers Inc October 1985 - July 1986
Coopers & Lybrand July 1983 - October 1985
Skills
Corporate Finance, Mergers, US GAAP, Forecasting, Financial Analysis, Manufacturing, Due Diligence, Internal Controls, Managerial Finance, Strategic Planning, German, Cash Management, Sarbanes-Oxley Act, Business Planning, Strategic Financial..., Resource Optimization, International Business, Team Leadership, Solution Focused, Revenue Development, Private Equity, Multicultural Experience, Training, Risk Analysis, Reorganization, Turnaround Strategies, Growth, Recruiting, Performance Improvement, Feedback/Motivation, Delegation, Empowerment, Goal-Setting, Leading by Example, Communication, Presentation, Customer-Focused
Education
Holy Apostles College and Seminary 2004 — 2008
M.A., Theology
Adelphi University 1981 — 1983
BBA, Accounting
Villanova University 1979 — 1981
Accounting
Chaminade High School, Mineola 1975 — 1979
Dan Engel Dan Engel's Salomon Brothers Inc. Experience September 1987 - September 1990
Job CEO/Cofounder of Pitch it Forward
Industry Nonprofit Organization Management
Experience
Pitch it Forward August 2013 - Present
Miracle League of San Diego January 2005 - Present
DRE Consulting August 2007 - December 2012
RSG Ltd. August 2011 - November 2012
The Non-Profit Purchasing Group, LLC August 2009 - August 2011
Applied Underwriters, Inc. November 2002 - December 2006
Gateway Partners, Inc. November 1999 - October 2002
Onyx Partners, Inc. October 1994 - October 1999
Goodtab Corporation October 1990 - October 1994
Salomon Brothers Inc September 1987 - September 1990
Skills
Mergers, Strategic Planning, Due Diligence, Restructuring, Start-ups, Entrepreneurship, Investments, Financial Modeling, Financial Analysis, Business Strategy, Business Development, Contract Negotiation, Team Building, Donor Solicitation, Fundraising, Non-profits, Philanthropy, Media Relations, Budgets, Event Management, Finance, Program Management, Valuation, Forecasting, Coaching, Business Analysis, Marketing, Tactical Planning, Marketing Strategy, Management, Business Turn-arounds, Tactical Management, Mergers & Acquisitions, Volunteer Management, Corporate Social..., Clinical Trials, Non-profit..., Non-profit Leadership, NGOs, Nonprofits, Executive Management, Analysis, Venture Capital, Strategic Partnerships, Strategy, Corporate Development, Public Speaking, Private Equity, Business Planning, Recruiting
Education
University of California, Berkeley - School of Law 1984 — 1987
JD
University of California, Berkeley, Haas School of Business 1983 — 1986
MBA, Real Estate
University of California, Los Angeles 1979 — 1983
BA, Economics
Beverly Hills High School 1975 — 1979
Pitch it Forward August 2013 - Present
Miracle League of San Diego January 2005 - Present
DRE Consulting August 2007 - December 2012
RSG Ltd. August 2011 - November 2012
The Non-Profit Purchasing Group, LLC August 2009 - August 2011
Applied Underwriters, Inc. November 2002 - December 2006
Gateway Partners, Inc. November 1999 - October 2002
Onyx Partners, Inc. October 1994 - October 1999
Goodtab Corporation October 1990 - October 1994
Salomon Brothers Inc September 1987 - September 1990
Skills
Mergers, Strategic Planning, Due Diligence, Restructuring, Start-ups, Entrepreneurship, Investments, Financial Modeling, Financial Analysis, Business Strategy, Business Development, Contract Negotiation, Team Building, Donor Solicitation, Fundraising, Non-profits, Philanthropy, Media Relations, Budgets, Event Management, Finance, Program Management, Valuation, Forecasting, Coaching, Business Analysis, Marketing, Tactical Planning, Marketing Strategy, Management, Business Turn-arounds, Tactical Management, Mergers & Acquisitions, Volunteer Management, Corporate Social..., Clinical Trials, Non-profit..., Non-profit Leadership, NGOs, Nonprofits, Executive Management, Analysis, Venture Capital, Strategic Partnerships, Strategy, Corporate Development, Public Speaking, Private Equity, Business Planning, Recruiting
Education
University of California, Berkeley - School of Law 1984 — 1987
JD
University of California, Berkeley, Haas School of Business 1983 — 1986
MBA, Real Estate
University of California, Los Angeles 1979 — 1983
BA, Economics
Beverly Hills High School 1975 — 1979
John Porco John Porco's Salomon Brothers Inc. Experience 1989 - 1992
Job President at Integrated Enterprises Inc.
Industry Information Technology and Services
Experience
Integrated Enterprises Inc. 2001 - Present
Merrill Lynch & Co. 1994 - 2001
JP Morgan Securities 1992 - 1994
Salomon Brothers Inc. 1989 - 1992
Sun Microsystems 1986 - 1989
Skills
Business Analysis, Budgeting, Vendor Management, Banking, Strategic Planning, Data Center, Management Consulting, Process Improvement, Program Management, E-commerce, Equities, Customer Relations, Team Leadership, Unix, Capital Markets, Disaster Recovery, Risk Management, Negotiation, Problem Solving, IT Management, Trading, Enterprise Architecture, Insurance, Process Engineering, Sybase, IT Governance, Integration, Business Planning, New Business Development, Solution Design, Security, Operations Management, ITIL, Risk, Fundraising, Leadership Development, Software Development, Executive Management, Enterprise Software, Deployment, IT Strategy, Business Management, IT Operations, PMO, Service Delivery, IT Service Management, PMP, Business Strategy, Team Management
Education
New York Institute of Technology-Old Westbury 1978 — 1980
Computer Science
Integrated Enterprises Inc. 2001 - Present
Merrill Lynch & Co. 1994 - 2001
JP Morgan Securities 1992 - 1994
Salomon Brothers Inc. 1989 - 1992
Sun Microsystems 1986 - 1989
Skills
Business Analysis, Budgeting, Vendor Management, Banking, Strategic Planning, Data Center, Management Consulting, Process Improvement, Program Management, E-commerce, Equities, Customer Relations, Team Leadership, Unix, Capital Markets, Disaster Recovery, Risk Management, Negotiation, Problem Solving, IT Management, Trading, Enterprise Architecture, Insurance, Process Engineering, Sybase, IT Governance, Integration, Business Planning, New Business Development, Solution Design, Security, Operations Management, ITIL, Risk, Fundraising, Leadership Development, Software Development, Executive Management, Enterprise Software, Deployment, IT Strategy, Business Management, IT Operations, PMO, Service Delivery, IT Service Management, PMP, Business Strategy, Team Management
Education
New York Institute of Technology-Old Westbury 1978 — 1980
Computer Science
Joe Weldon Joe Weldon's Salomon Brothers Inc. Experience October 1989 - May 1996
Job Managing Director Head of Global Learning and Development at Citigroup
Industry Financial Services
Experience
PNC May 2015 - Present
Citi August 2005 - April 2015
Bank of America 2003 - 2005
Merrill Lynch & Co 1996 - 2003
Salomon Brothers Inc October 1989 - May 1996
Carter Hawley Hale August 1987 - May 1989
Macy's New York July 1982 - April 1987
Macy's 1982 - 1987
Skills
Series 7, Succession Planning, Talent Management, Talent Acquisition, Employee Engagement, Management, Program Management, Deferred Compensation, Employee Benefits, Strategic Planning, Workforce Planning, Leadership, Organizational Design, Relationship Management, Change Management, Coaching, Leadership Development, Organizational..., Executive Coaching, Organizational..., Onboarding, Financial Services, Executive Management, Organizational Learning, Mergers & Acquisitions, Performance Management, Wealth Management, Human Resources, Vendor Management
Education
American University 1992 — 1995
MS, Organizational Development
Bloomsburg University of Pennsylvania 1978 — 1982
Downingtown Senior High School 1975 — 1979
PNC May 2015 - Present
Citi August 2005 - April 2015
Bank of America 2003 - 2005
Merrill Lynch & Co 1996 - 2003
Salomon Brothers Inc October 1989 - May 1996
Carter Hawley Hale August 1987 - May 1989
Macy's New York July 1982 - April 1987
Macy's 1982 - 1987
Skills
Series 7, Succession Planning, Talent Management, Talent Acquisition, Employee Engagement, Management, Program Management, Deferred Compensation, Employee Benefits, Strategic Planning, Workforce Planning, Leadership, Organizational Design, Relationship Management, Change Management, Coaching, Leadership Development, Organizational..., Executive Coaching, Organizational..., Onboarding, Financial Services, Executive Management, Organizational Learning, Mergers & Acquisitions, Performance Management, Wealth Management, Human Resources, Vendor Management
Education
American University 1992 — 1995
MS, Organizational Development
Bloomsburg University of Pennsylvania 1978 — 1982
Downingtown Senior High School 1975 — 1979
Andrew Sternlieb Andrew Sternlieb's Salomon Brothers Inc. Experience August 1986 - October 1991
Job President at Salem Realty Capital LLC
Industry Real Estate
Experience
Salem Realty Capital LLC July 1994 - Present
US Hospitality Advisors August 2014 - Present
Teachers College, Columbia University January 2012 - May 2014
Keystone Realty 2011 - 2012
Donaldson, Lufkin & Jenrette June 1993 - June 1994
Salomon Brothers Inc August 1986 - October 1991
Bear Stearns July 1981 - June 1986
Connors, Sternlieb and Company September 1979 - June 1981
Skills
Capital Markets, Real Estate Development, Real Estate Financing, Mergers & Acquisitions, Real Estate, Investments, Real Estate Economics, Economic Development, Finance, Property Management, Entrepreneurship, Investment Properties, Investment Banking, Mortgage Lending
Education
Teachers College, Columbia University 2012 — 2014
MA, Education Policy
Emory University School of Law 1975 — 1978
JD
University of Rochester 1971 — 1975
BA, Political Science
Salem Realty Capital LLC July 1994 - Present
US Hospitality Advisors August 2014 - Present
Teachers College, Columbia University January 2012 - May 2014
Keystone Realty 2011 - 2012
Donaldson, Lufkin & Jenrette June 1993 - June 1994
Salomon Brothers Inc August 1986 - October 1991
Bear Stearns July 1981 - June 1986
Connors, Sternlieb and Company September 1979 - June 1981
Skills
Capital Markets, Real Estate Development, Real Estate Financing, Mergers & Acquisitions, Real Estate, Investments, Real Estate Economics, Economic Development, Finance, Property Management, Entrepreneurship, Investment Properties, Investment Banking, Mortgage Lending
Education
Teachers College, Columbia University 2012 — 2014
MA, Education Policy
Emory University School of Law 1975 — 1978
JD
University of Rochester 1971 — 1975
BA, Political Science
David Langendorfer David Langendorfer's Salomon Brothers Inc. Experience January 1985 - January 1992
Job Senior Project Manager at BNY Mellon
Industry Investment Banking
Experience
BNY Mellon May 2010 - Present
IMR Technology Solutions May 2010 - February 2012
JPMorgan Chase June 2008 - October 2009
BEAR, STEARNS & CO. INC January 1999 - June 2008
Union Bank of Switzerland January 1992 - December 1998
SALOMON BROTHERS INC January 1985 - January 1992
Skills
Derivatives, ISDA, Credit Derivatives, Swaps, Interest Rate..., CDS, Equity Derivatives, Securitization, Structured Products, Series 7, ABS, Middle Office, Collateral Management, Product Development, Lotus Notes, Critical Chain Project...
Education
Binghamton University 1980 — 1982
BS, Political Science
SUNY @ Fredonia 1976 — 1978
BNY Mellon May 2010 - Present
IMR Technology Solutions May 2010 - February 2012
JPMorgan Chase June 2008 - October 2009
BEAR, STEARNS & CO. INC January 1999 - June 2008
Union Bank of Switzerland January 1992 - December 1998
SALOMON BROTHERS INC January 1985 - January 1992
Skills
Derivatives, ISDA, Credit Derivatives, Swaps, Interest Rate..., CDS, Equity Derivatives, Securitization, Structured Products, Series 7, ABS, Middle Office, Collateral Management, Product Development, Lotus Notes, Critical Chain Project...
Education
Binghamton University 1980 — 1982
BS, Political Science
SUNY @ Fredonia 1976 — 1978
Jane Hoffner Jane Hoffner's Salomon Brothers Inc. Experience 1981 - 1983
Job Managing Director, Bascom Portfolio Advisors
Industry Real Estate
Experience
Bascom Portfolio Advisors January 2008 - Present
Lehman Brothers 1995 - 2007
The Hanford/Healy Companies 1991 - 1995
O’Donnell Armstrong & Partners 1988 - 1990
Federal Asset Disposition Association 1985 - 1987
Prudential Real Estate Company 1985 - 1986
Salomon Brothers Inc 1981 - 1983
Skills
Asset Managment, Due Diligence, Real Estate Development, Real Estate Acquisitions, Disposition, Real Estate Economics
Education
Stanford University Graduate School of Business 1983 — 1985
MBA
Tufts University 1977 — 1981
Bachelor of Science, Civil Engineering
Bascom Portfolio Advisors January 2008 - Present
Lehman Brothers 1995 - 2007
The Hanford/Healy Companies 1991 - 1995
O’Donnell Armstrong & Partners 1988 - 1990
Federal Asset Disposition Association 1985 - 1987
Prudential Real Estate Company 1985 - 1986
Salomon Brothers Inc 1981 - 1983
Skills
Asset Managment, Due Diligence, Real Estate Development, Real Estate Acquisitions, Disposition, Real Estate Economics
Education
Stanford University Graduate School of Business 1983 — 1985
MBA
Tufts University 1977 — 1981
Bachelor of Science, Civil Engineering
Justin A. Brownhill Justin A. Brownhill's Salomon Brothers Inc. Experience 1994 - 1995
Job Financial Services / Technology Industry Advisor
Industry Financial Services
Experience
SenaHill Partners, LP January 2013 - Present
JAB Advisors, Inc. September 2006 - Present
The Receivables Exchange, LLC April 2007 - October 2012
The New Orleans Exchange, Inc. April 2007 - October 2012
Citigroup, Inc. April 2002 - August 2006
Lava Trading, Inc. April 2002 - August 2004
Donaldson, Lufkin & Jenrette (DLJ) 1998 - 2001
UBS Investment Bank 1995 - 1998
Salomon Brothers Inc. 1994 - 1995
Skills
Capital Markets, Trading Systems, Trading, Hedge Funds, Financial Markets, Financial Services, Electronic Trading, Mergers, Financial Modeling, Risk Management, Investment Banking, Executive Performance, Start-ups, Valuation, Private Equity, Merchant Banking, Trading Software, Investments, Leadership, Executive Management, Strategic Advisory, M&A, Strategy, Financial Systems Design, Operational Oversight, Innovativeness, Start-up Leadership, Financial Technology, Venture Capital, Securities, Finance, Corporate Finance, Entrepreneurship, Mergers & Acquisitions, FX trading, Equities, Product Management, Fixed Income, Structured Finance, Derivatives, Portfolio Management, IPO, Options, Equity Trading, Alternative Investments, Bloomberg, M&A experience, Equity Research, E-commerce, Proprietary Trading
Education
The University of Calgary 1989 — 1994
BCOMM with distinction, Major in Finance from the Faculty of Management, Alberta, Canada
Tiffin Boys' Gramar School 1982 — 1988
London, UK
SenaHill Partners, LP January 2013 - Present
JAB Advisors, Inc. September 2006 - Present
The Receivables Exchange, LLC April 2007 - October 2012
The New Orleans Exchange, Inc. April 2007 - October 2012
Citigroup, Inc. April 2002 - August 2006
Lava Trading, Inc. April 2002 - August 2004
Donaldson, Lufkin & Jenrette (DLJ) 1998 - 2001
UBS Investment Bank 1995 - 1998
Salomon Brothers Inc. 1994 - 1995
Skills
Capital Markets, Trading Systems, Trading, Hedge Funds, Financial Markets, Financial Services, Electronic Trading, Mergers, Financial Modeling, Risk Management, Investment Banking, Executive Performance, Start-ups, Valuation, Private Equity, Merchant Banking, Trading Software, Investments, Leadership, Executive Management, Strategic Advisory, M&A, Strategy, Financial Systems Design, Operational Oversight, Innovativeness, Start-up Leadership, Financial Technology, Venture Capital, Securities, Finance, Corporate Finance, Entrepreneurship, Mergers & Acquisitions, FX trading, Equities, Product Management, Fixed Income, Structured Finance, Derivatives, Portfolio Management, IPO, Options, Equity Trading, Alternative Investments, Bloomberg, M&A experience, Equity Research, E-commerce, Proprietary Trading
Education
The University of Calgary 1989 — 1994
BCOMM with distinction, Major in Finance from the Faculty of Management, Alberta, Canada
Tiffin Boys' Gramar School 1982 — 1988
London, UK
Craig Calle's Salomon Brothers Inc. Experience 1981 - 1991
Job CEO at Source Callé LLC | Cloud Security Channel Partner
Industry Information Technology and Services
Experience
Source Callé LLC 2015 - Present
SHI International Corp. 2014 - 2015
Neat 2012 - 2013
Maxum Petroleum 2011 - 2012
Amazon 2008 - 2010
Gateway 2006 - 2008
IPWireless 2000 - 2006
Crown Cork & Seal 1991 - 2000
Salomon Brothers Inc 1981 - 1991
Skills
Mergers & Acquisitions, Strategy, Finance, Risk Management, Corporate Finance, Strategic Planning, Corporate Development, Capital Markets, Management, Investor Relations, Leadership, Analysis, Investment Banking, E-commerce, Executive Management, Accounting, Forecasting, Financial Modeling, Venture Capital, Private Equity, Business Process..., Financial Analysis, Due Diligence, IPO, Manufacturing, Consumer Electronics, Telecommunications, Strategic Financial..., Budgets, Acquisition Integration, Managerial Finance, Hedging, Digital Media, Supply Chain, Tax Accounting, Cost Accounting, Investments, Corporate Treasury, Turnaround Experience, Budgeting, Cloud Security, Internal Controls, Technology Optimization, Technology Sales, Channel Partners, IT Asset Management, Cloud Computing, Sales, Cloud Applications, IT Security Operations
Education
Harvard Business School
MBA
University of Pennsylvania
BA
University of Pennsylvania - The Wharton School
BS Econ.
Source Callé LLC 2015 - Present
SHI International Corp. 2014 - 2015
Neat 2012 - 2013
Maxum Petroleum 2011 - 2012
Amazon 2008 - 2010
Gateway 2006 - 2008
IPWireless 2000 - 2006
Crown Cork & Seal 1991 - 2000
Salomon Brothers Inc 1981 - 1991
Skills
Mergers & Acquisitions, Strategy, Finance, Risk Management, Corporate Finance, Strategic Planning, Corporate Development, Capital Markets, Management, Investor Relations, Leadership, Analysis, Investment Banking, E-commerce, Executive Management, Accounting, Forecasting, Financial Modeling, Venture Capital, Private Equity, Business Process..., Financial Analysis, Due Diligence, IPO, Manufacturing, Consumer Electronics, Telecommunications, Strategic Financial..., Budgets, Acquisition Integration, Managerial Finance, Hedging, Digital Media, Supply Chain, Tax Accounting, Cost Accounting, Investments, Corporate Treasury, Turnaround Experience, Budgeting, Cloud Security, Internal Controls, Technology Optimization, Technology Sales, Channel Partners, IT Asset Management, Cloud Computing, Sales, Cloud Applications, IT Security Operations
Education
Harvard Business School
MBA
University of Pennsylvania
BA
University of Pennsylvania - The Wharton School
BS Econ.
Marian Reilly Toy PHR's Salomon Brothers Inc. Experience February 1987 - April 1988
Job Human Resources Consultant at
Industry Human Resources
Experience
Grace Church School October 2012 - Present
Marian R. Toy, PHR--Human Resources Consultant August 2009 - December 2013
Honora of Madison Avenue November 2007 - November 2013
TIAA-CREF April 1988 - August 1993
Salomon Brothers, Inc February 1987 - April 1988
People Express Airlines, Inc. May 1983 - March 1987
Skills
Performance Management, Deferred Compensation, Human Resources, Recruiting, Training, Employee Relations, Temporary Placement, Process Improvement, Strategic Planning, Employee Benefits, Customer Service, Employee Engagement, Leadership, Coaching, Personnel Management, Succession Planning, Sales, Change Management, Project Management, Team Building, Marketing Communications, Organizational..., Talent Management, HR Consulting, Onboarding
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA program, Business
Montclair State University 1981 — 1983
B.A., Sociology
Grace Church School October 2012 - Present
Marian R. Toy, PHR--Human Resources Consultant August 2009 - December 2013
Honora of Madison Avenue November 2007 - November 2013
TIAA-CREF April 1988 - August 1993
Salomon Brothers, Inc February 1987 - April 1988
People Express Airlines, Inc. May 1983 - March 1987
Skills
Performance Management, Deferred Compensation, Human Resources, Recruiting, Training, Employee Relations, Temporary Placement, Process Improvement, Strategic Planning, Employee Benefits, Customer Service, Employee Engagement, Leadership, Coaching, Personnel Management, Succession Planning, Sales, Change Management, Project Management, Team Building, Marketing Communications, Organizational..., Talent Management, HR Consulting, Onboarding
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA program, Business
Montclair State University 1981 — 1983
B.A., Sociology
Victor Consoli Victor Consoli's Salomon Brothers Inc. Experience 1987 - 1989
Job Partner at Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners July 2008 - Present
Bear Stearns 2000 - 2008
Intrepid Management Company 1998 - 2000
UBS Securities LLC 1996 - 1998
Odyssey Partners LP 1993 - 1996
Salomon Brothers Inc 1987 - 1989
Skills
Hedge Funds, Investments, Board of Directors, Capital Markets, Private Equity, Fixed Income, Equities, Valuation, Investment Banking, Financial Modeling, Due Diligence
Education
Trinity College-Hartford 1983 — 1987
Bachelor's Degree
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.)
Phillips Academy Andover
Perella Weinberg Partners July 2008 - Present
Bear Stearns 2000 - 2008
Intrepid Management Company 1998 - 2000
UBS Securities LLC 1996 - 1998
Odyssey Partners LP 1993 - 1996
Salomon Brothers Inc 1987 - 1989
Skills
Hedge Funds, Investments, Board of Directors, Capital Markets, Private Equity, Fixed Income, Equities, Valuation, Investment Banking, Financial Modeling, Due Diligence
Education
Trinity College-Hartford 1983 — 1987
Bachelor's Degree
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.)
Phillips Academy Andover
Debra DeHass Lehr Debra DeHass Lehr's Salomon Brothers Inc. Experience 1984 - 1998
Job MSN, CNM, FNPBC
Industry Hospital & Health Care
Experience
Grace Family Practice June 2015 - Present
Pomerene Family Care October 2011 - June 2015
Mayo Clinic May 2008 - August 2008
Castle Nursing Homes, Inc. December 2002 - October 2007
Merrill Lynch 1998 - December 2002
Salomon Brothers Inc 1984 - 1998
Skills
Women's Health, Obstetrics, Gynecology, Nursing, Healthcare, Hospitals, Clinical Research, Health Education, Inpatient, Public Health, Healthcare Management, Medicine, Patient Education, BLS, Pediatrics, Cpr Certified, Acute Care, Patient Safety, Teaching, Program Development, Public Speaking, Nonprofits, CPR Certified
Education
Case Western Reserve University 2011 — 2016
Doctor of Nursing Practice (DNP), Family Nurse Practitioner
Case Western Reserve University 2009 — 2011
Master of Science in Nursing (MSN), Midwifery and Women's Health
The University of Akron 2005 — 2009
BSN, Nursing
Grace Family Practice June 2015 - Present
Pomerene Family Care October 2011 - June 2015
Mayo Clinic May 2008 - August 2008
Castle Nursing Homes, Inc. December 2002 - October 2007
Merrill Lynch 1998 - December 2002
Salomon Brothers Inc 1984 - 1998
Skills
Women's Health, Obstetrics, Gynecology, Nursing, Healthcare, Hospitals, Clinical Research, Health Education, Inpatient, Public Health, Healthcare Management, Medicine, Patient Education, BLS, Pediatrics, Cpr Certified, Acute Care, Patient Safety, Teaching, Program Development, Public Speaking, Nonprofits, CPR Certified
Education
Case Western Reserve University 2011 — 2016
Doctor of Nursing Practice (DNP), Family Nurse Practitioner
Case Western Reserve University 2009 — 2011
Master of Science in Nursing (MSN), Midwifery and Women's Health
The University of Akron 2005 — 2009
BSN, Nursing
Mary T. Jacobson's Salomon Brothers Inc. Experience 1986 - 1989
Job Business Development and Marketing Executive
Industry Program Development
Experience
Business Development & Integrated Marketing 2015 - Present
The Conference Board 2011 - 2014
The Conference Board 2003 - 2011
The Conference Board 2000 - 2003
The Conference Board 1999 - 2000
The Conference Board 1998 - 1999
Institutional Investor Inc. 1993 - 1998
Reuters Group Plc 1989 - 1992
Salomon Brothers Inc. 1986 - 1989
E.F. Hutton Company 1981 - 1986
Skills
Leadership, Strategy, Program Management, Strategic Communications, Executive Coaching, Strategic Planning, Organizational..., Management Consulting, Nonprofits, Leadership Development, Thought Leadership, Non-profits, Corporate Communications, Business Strategy, Entrepreneurship, Management, Business Development, Public Relations, Marketing Communications, Start-ups, Workshop Facilitation, Executive Development, Public Speaking, Marketing Strategy, Team Building, Event Management, Change Management, Marketing, Strategic Partnerships, Training, New Business Development, Executive Management, Internal Communications, Market Research, Government, Research, Coaching, CRM, Fundraising, Social Media, Organizational Design, Organizational..., Communication Training, Integrated Marketing, Project Management, Program Development, Recruiting, Cross-functional Team...
Education
Kansas State University 1977 — 1981
Bachelor’s Degree, Journalism & Mass Communications
Business Development & Integrated Marketing 2015 - Present
The Conference Board 2011 - 2014
The Conference Board 2003 - 2011
The Conference Board 2000 - 2003
The Conference Board 1999 - 2000
The Conference Board 1998 - 1999
Institutional Investor Inc. 1993 - 1998
Reuters Group Plc 1989 - 1992
Salomon Brothers Inc. 1986 - 1989
E.F. Hutton Company 1981 - 1986
Skills
Leadership, Strategy, Program Management, Strategic Communications, Executive Coaching, Strategic Planning, Organizational..., Management Consulting, Nonprofits, Leadership Development, Thought Leadership, Non-profits, Corporate Communications, Business Strategy, Entrepreneurship, Management, Business Development, Public Relations, Marketing Communications, Start-ups, Workshop Facilitation, Executive Development, Public Speaking, Marketing Strategy, Team Building, Event Management, Change Management, Marketing, Strategic Partnerships, Training, New Business Development, Executive Management, Internal Communications, Market Research, Government, Research, Coaching, CRM, Fundraising, Social Media, Organizational Design, Organizational..., Communication Training, Integrated Marketing, Project Management, Program Development, Recruiting, Cross-functional Team...
Education
Kansas State University 1977 — 1981
Bachelor’s Degree, Journalism & Mass Communications
Abe Kohen Abe Kohen's Salomon Brothers Inc. Experience June 1987 - July 1990
Job Trading & Software Consultant
Industry Financial Services
Experience
AK Financial Engineering Consultants, LLC April 2013 - Present
FlexTrade Systems Inc July 2002 - April 2013
Sengent.com 2000 - 2001
DE Shaw & Co April 1995 - January 1999
Bear Stearns July 1993 - June 1994
Nomura Securities August 1990 - July 1993
Salomon Brothers Inc June 1987 - July 1990
Skills
Equity Derivatives, Derivatives, Trading, Options, Equities, Electronic Trading, Trading Systems, Volatility, Quantitative Analytics, Equity Trading, ETFs, Market Making, Trading System, Trading Strategies, Portfolio Management, Quantitative Finance, Financial Markets, Hedge Funds, Financial Engineering, Financial Risk, Capital Markets, Quantitative Analysis, Statistical Arbitrage, Arbitrage, Proprietary Trading, Data Science, Big Data, Software Development
Education
Stanford University 1985 — 1987
MS, Computer Science
University of California, Berkeley, Haas School of Business 1980 — 1983
MBA, Finance
University of California, Berkeley 1978 — 1979
MS, Nuclear Engineering
University at Buffalo 1975 — 1978
BS, Nuclear Engineering
AK Financial Engineering Consultants, LLC April 2013 - Present
FlexTrade Systems Inc July 2002 - April 2013
Sengent.com 2000 - 2001
DE Shaw & Co April 1995 - January 1999
Bear Stearns July 1993 - June 1994
Nomura Securities August 1990 - July 1993
Salomon Brothers Inc June 1987 - July 1990
Skills
Equity Derivatives, Derivatives, Trading, Options, Equities, Electronic Trading, Trading Systems, Volatility, Quantitative Analytics, Equity Trading, ETFs, Market Making, Trading System, Trading Strategies, Portfolio Management, Quantitative Finance, Financial Markets, Hedge Funds, Financial Engineering, Financial Risk, Capital Markets, Quantitative Analysis, Statistical Arbitrage, Arbitrage, Proprietary Trading, Data Science, Big Data, Software Development
Education
Stanford University 1985 — 1987
MS, Computer Science
University of California, Berkeley, Haas School of Business 1980 — 1983
MBA, Finance
University of California, Berkeley 1978 — 1979
MS, Nuclear Engineering
University at Buffalo 1975 — 1978
BS, Nuclear Engineering
Jenny Story Jenny Story's Salomon Brothers Inc. Experience July 1987 - June 1989
Job Managing Director, Commercial Real Estate CDOs and Debt Funds
Industry Financial Services
Experience
C-III Asset Management LLC June 2010 - Present
Fitch Ratings October 1995 - June 2010
Bankers Trust July 1991 - April 1995
Salomon Brothers Inc July 1987 - June 1989
Skills
Asset Managment, Asset Management, Negotiation, Structured Finance, Portfolio Management, CMBS, Valuation, Banking, Real Estate Economics, Finance, Loans, Commercial Real Estate, Underwriting, Real Estate, Funding, Due Diligence, Investment Properties, Debt Restructuring, CDO, Financial Structuring, Securitization, Capital Markets, Commercial Mortgages, Real Estate Financing
Education
Kellogg Graduate School of Management 1989 — 1991
Master of Business Administration (M.B.A.), Real Estate and Finance
Northwestern University 1983 — 1987
Bachelor of Applied Science (BASc), Industrial Engineering
C-III Asset Management LLC June 2010 - Present
Fitch Ratings October 1995 - June 2010
Bankers Trust July 1991 - April 1995
Salomon Brothers Inc July 1987 - June 1989
Skills
Asset Managment, Asset Management, Negotiation, Structured Finance, Portfolio Management, CMBS, Valuation, Banking, Real Estate Economics, Finance, Loans, Commercial Real Estate, Underwriting, Real Estate, Funding, Due Diligence, Investment Properties, Debt Restructuring, CDO, Financial Structuring, Securitization, Capital Markets, Commercial Mortgages, Real Estate Financing
Education
Kellogg Graduate School of Management 1989 — 1991
Master of Business Administration (M.B.A.), Real Estate and Finance
Northwestern University 1983 — 1987
Bachelor of Applied Science (BASc), Industrial Engineering
Debbie Nieuwkerk's Salomon Brothers Inc. Experience July 1981 - January 1987
Job RN at St Mary Medical Center
Industry Hospital & Health Care
Experience
St Mary Medical Center July 2009 - Present
Grandview Hospital July 2008 - July 2009
Weichert Realtors September 2003 - April 2005
Arthur Young October 1988 - November 1989
Prudential Home Mortgage January 1987 - October 1987
Salomon Brothers Inc. July 1981 - January 1987
Education
Bucks County Community College 2004 — 2008
Associate, Nursing
Fordham University 1977 — 1981
Bachelors, Finance
Academy of the Resurrection 1973 — 1977
Regents Diploma
St Mary Medical Center July 2009 - Present
Grandview Hospital July 2008 - July 2009
Weichert Realtors September 2003 - April 2005
Arthur Young October 1988 - November 1989
Prudential Home Mortgage January 1987 - October 1987
Salomon Brothers Inc. July 1981 - January 1987
Education
Bucks County Community College 2004 — 2008
Associate, Nursing
Fordham University 1977 — 1981
Bachelors, Finance
Academy of the Resurrection 1973 — 1977
Regents Diploma
Victor Kazdoba (vkazdoba@gmail.com)'s Salomon Brothers Inc. Experience 1989 - 1992
Job Executive Director at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. 2014 - Present
Citibank 2011 - 2014
Comet Consulting LLC 2009 - 2011
Credit Suisse 2001 - 2009
UConnections.com 2000 - 2001
Lehman Brothers 1993 - 2000
Booz Allen & Hamilton 1992 - 1993
Morgan Stanley & Company 1992 - 1992
Salomon Brothers Inc. 1989 - 1992
AT&T 1987 - 1989
Skills
Program Management, Team Building, IT Strategy, Information Technology, Consulting, PMO, Business Analysis, Risk Management, Process Improvement, Vendor Management, Capital Markets, Portfolio Management, Banking, Strategic Planning, Outsourcing, Strategy, Integration, SDLC, Management, Project Management, Financial Services, Leadership, Business Process...
Education
New Jersey Institute of Technology
Bachelor's Degree, Computer and Informational Sciences
New Jersey Institute of Technology
Master's Degree, Computer and Informational Sciences
JPMorgan Chase & Co. 2014 - Present
Citibank 2011 - 2014
Comet Consulting LLC 2009 - 2011
Credit Suisse 2001 - 2009
UConnections.com 2000 - 2001
Lehman Brothers 1993 - 2000
Booz Allen & Hamilton 1992 - 1993
Morgan Stanley & Company 1992 - 1992
Salomon Brothers Inc. 1989 - 1992
AT&T 1987 - 1989
Skills
Program Management, Team Building, IT Strategy, Information Technology, Consulting, PMO, Business Analysis, Risk Management, Process Improvement, Vendor Management, Capital Markets, Portfolio Management, Banking, Strategic Planning, Outsourcing, Strategy, Integration, SDLC, Management, Project Management, Financial Services, Leadership, Business Process...
Education
New Jersey Institute of Technology
Bachelor's Degree, Computer and Informational Sciences
New Jersey Institute of Technology
Master's Degree, Computer and Informational Sciences
David Mathewson David Mathewson's Salomon Brothers Inc. Experience June 1990 - September 1990
Job Partner at New Lane Capital Partners LLC
Industry Venture Capital & Private Equity
Experience
New Lane Capital Partners LLC March 2015 - Present
Delphos International March 2015 - Present
Franklin Templeton Investments September 2010 - February 2015
Soros Fund Management / Bedminster Capital Management LLC October 2000 - March 2009
Delphos International June 1998 - October 2000
Appian Group April 1997 - June 1998
Overseas Private Investment Corporation September 1994 - April 1997
Council on Foreign Relations September 1994 - August 1995
KPMG January 1992 - August 1994
Salomon Brothers Inc June 1990 - September 1990
Skills
Private Equity, Mergers, Emerging Markets, Investments, Asset Managment, Equities, Structured Finance, Managerial Finance, Mutual Funds, Finance, Venture Capital, Corporate Finance, Valuation, Financial Modeling, Portfolio Management, Financial Analysis, Funding, Mergers & Acquisitions, Asset Management
Education
Northwestern University - Kellogg School of Management 1989 — 1991
MBA, Finance, Marketing
Stanford University 1982 — 1986
AB, History, Economics
New Lane Capital Partners LLC March 2015 - Present
Delphos International March 2015 - Present
Franklin Templeton Investments September 2010 - February 2015
Soros Fund Management / Bedminster Capital Management LLC October 2000 - March 2009
Delphos International June 1998 - October 2000
Appian Group April 1997 - June 1998
Overseas Private Investment Corporation September 1994 - April 1997
Council on Foreign Relations September 1994 - August 1995
KPMG January 1992 - August 1994
Salomon Brothers Inc June 1990 - September 1990
Skills
Private Equity, Mergers, Emerging Markets, Investments, Asset Managment, Equities, Structured Finance, Managerial Finance, Mutual Funds, Finance, Venture Capital, Corporate Finance, Valuation, Financial Modeling, Portfolio Management, Financial Analysis, Funding, Mergers & Acquisitions, Asset Management
Education
Northwestern University - Kellogg School of Management 1989 — 1991
MBA, Finance, Marketing
Stanford University 1982 — 1986
AB, History, Economics
Denise Quigley Denise Quigley's Salomon Brothers Inc. Experience January 1997 - September 1998
Job Director of International Tax at Seven Seas Water
Industry Accounting
Experience
Seven Seas Water August 2014 - Present
First Advantage July 2012 - August 2014
Atkins August 2011 - May 2012
Kforce Inc September 2004 - August 2011
Citigroup September 2003 - May 2004
PRICEWATERHOUSECOOPERS LLP November 1998 - August 2003
SALOMON BROTHERS, INC January 1997 - September 1998
Skills
Corporate Tax, Tax, Income Tax, Sales Tax, Sales & Use Tax, Tax Preparation, Property Tax, Tax Returns, Journal Entries, Accounting, Financial Reporting, Auditing, Sarbanes-Oxley Act, Tax Accounting, International Tax
Education
Nova Southeastern University 2008 — 2009
Masters, Taxation
University of South Florida 1992 — 1997
BS, Accounting
Seven Seas Water August 2014 - Present
First Advantage July 2012 - August 2014
Atkins August 2011 - May 2012
Kforce Inc September 2004 - August 2011
Citigroup September 2003 - May 2004
PRICEWATERHOUSECOOPERS LLP November 1998 - August 2003
SALOMON BROTHERS, INC January 1997 - September 1998
Skills
Corporate Tax, Tax, Income Tax, Sales Tax, Sales & Use Tax, Tax Preparation, Property Tax, Tax Returns, Journal Entries, Accounting, Financial Reporting, Auditing, Sarbanes-Oxley Act, Tax Accounting, International Tax
Education
Nova Southeastern University 2008 — 2009
Masters, Taxation
University of South Florida 1992 — 1997
BS, Accounting
Geoff Flournoy Geoff Flournoy's Salomon Brothers Inc. Experience 1992 - 1994
Job Managing Partner at BRP Companies
Industry Real Estate
Experience
BRP Companies 2005 - Present
AIG Global Real Estate Group 1999 - 2005
C.S. First Boston Corp. 1996 - 1998
Goldman Sachs & Co. 1994 - 1996
Salomon Brothers Inc. 1992 - 1994
Education
The University of Chicago - Booth School of Business 1990 — 1992
MBA, Finance & Economics
Northeastern University 1982 — 1987
BS, Accounting
BRP Companies 2005 - Present
AIG Global Real Estate Group 1999 - 2005
C.S. First Boston Corp. 1996 - 1998
Goldman Sachs & Co. 1994 - 1996
Salomon Brothers Inc. 1992 - 1994
Education
The University of Chicago - Booth School of Business 1990 — 1992
MBA, Finance & Economics
Northeastern University 1982 — 1987
BS, Accounting
Steve Didion Steve Didion's Salomon Brothers Inc. Experience August 1988 - August 1991
Job Portfolio Manager at JCSD Partners, LP
Industry Investment Management
Experience
Wilshire Bancorp January 2014 - Present
Heartland Bank January 2007 - Present
JCSD Partners, LP January 2005 - Present
Endicott Management December 2009 - January 2013
Hoefer & Arnett, Inc. August 2001 - August 2006
Salomon Brothers Inc August 1988 - August 1991
Skills
Investments, Portfolio Management, Equities, Investment Banking, Mutual Funds, Strategic Planning, Loans, Hedge Funds, Alternative Investments, Asset Allocation, Asset Management, Fixed Income
Education
University of California, Berkeley 1984 — 1988
Bachelor of Arts (B.A.)
Robert Louis Stevenson School 1980 — 1984
Wilshire Bancorp January 2014 - Present
Heartland Bank January 2007 - Present
JCSD Partners, LP January 2005 - Present
Endicott Management December 2009 - January 2013
Hoefer & Arnett, Inc. August 2001 - August 2006
Salomon Brothers Inc August 1988 - August 1991
Skills
Investments, Portfolio Management, Equities, Investment Banking, Mutual Funds, Strategic Planning, Loans, Hedge Funds, Alternative Investments, Asset Allocation, Asset Management, Fixed Income
Education
University of California, Berkeley 1984 — 1988
Bachelor of Arts (B.A.)
Robert Louis Stevenson School 1980 — 1984
Joe Parise Joe Parise's Salomon Brothers Inc. Experience 1987 - 1992
Job Counsel, FDIC, Complex Financial Institutions Section
Industry Banking
Experience
Federal Deposit Insurance Corporation March 2009 - Present
Quick Loan Funding Inc 2005 - 2006
Imperial Credit Industries Inc 1996 - 1998
Salomon Brothers Inc 1987 - 1992
Cadwalader, Wickersham & Taft LLP 1985 - 1987
Thacher Proffitt & Wood LLP (now Dentons) 1983 - 1985
Skills
Capital Markets, Securities, Securitization, Banking, Loans, Credit, Financial Institutions, Mergers & Acquisitions, Dodd-Frank, Executive Management, Mortgage Lending, Risk Management, Accounting, Tax, Investments, Financial Transactions, Banking Law, Asset Management, Investment Banking, Equities, Fixed Income, Management, Underwriting, Due Diligence, Corporate Governance, Structured Finance, Policy, Valuation, Private Equity, Credit Cards, Mortgage Banking, Loan Origination, Finance, Commercial Lending, Portfolio Management, Commercial Mortgages, Financial Structuring, Leadership, Bonds, Financial Regulation, Securities Regulation, Securities Offerings, Team Leadership, MBS, ABS, Transaction Management, Financial Services, Cross Border, International, Receiverships
Education
Stanford University 2010 — 2012
Management Science and Engineering, Part Time Graduate Courses
New York University School of Law 1983 — 1988
LL.M., taxation
University of Michigan Law School 1980 — 1983
J.D., law
University of Michigan - Stephen M. Ross School of Business 1978 — 1980
B.B.A. with high distinction, business administration
University of Michigan 1976 — 1978
Alliance Francaise
Intensive French
Federal Deposit Insurance Corporation March 2009 - Present
Quick Loan Funding Inc 2005 - 2006
Imperial Credit Industries Inc 1996 - 1998
Salomon Brothers Inc 1987 - 1992
Cadwalader, Wickersham & Taft LLP 1985 - 1987
Thacher Proffitt & Wood LLP (now Dentons) 1983 - 1985
Skills
Capital Markets, Securities, Securitization, Banking, Loans, Credit, Financial Institutions, Mergers & Acquisitions, Dodd-Frank, Executive Management, Mortgage Lending, Risk Management, Accounting, Tax, Investments, Financial Transactions, Banking Law, Asset Management, Investment Banking, Equities, Fixed Income, Management, Underwriting, Due Diligence, Corporate Governance, Structured Finance, Policy, Valuation, Private Equity, Credit Cards, Mortgage Banking, Loan Origination, Finance, Commercial Lending, Portfolio Management, Commercial Mortgages, Financial Structuring, Leadership, Bonds, Financial Regulation, Securities Regulation, Securities Offerings, Team Leadership, MBS, ABS, Transaction Management, Financial Services, Cross Border, International, Receiverships
Education
Stanford University 2010 — 2012
Management Science and Engineering, Part Time Graduate Courses
New York University School of Law 1983 — 1988
LL.M., taxation
University of Michigan Law School 1980 — 1983
J.D., law
University of Michigan - Stephen M. Ross School of Business 1978 — 1980
B.B.A. with high distinction, business administration
University of Michigan 1976 — 1978
Alliance Francaise
Intensive French
David Hartzell David Hartzell's Salomon Brothers Inc. Experience May 1986 - July 1991
Job Professor at The Univ. of North Carolina
Industry Real Estate
Experience
North Carolina Department of State Treasurer -Retirement Systems Division May 2013 - Present
Highwoods Properties February 2009 - Present
The Univ. of North Carolina July 1988 - Present
Salomon Brothers Inc May 1986 - July 1991
Univ. of Texas June 1984 - June 1986
Education
The Univ. of North Carolina 1981 — 1984
Ph.D., Finance, Real Estate
University of Delaware 1973 — 1978
BS, MA, Economics
North Carolina Department of State Treasurer -Retirement Systems Division May 2013 - Present
Highwoods Properties February 2009 - Present
The Univ. of North Carolina July 1988 - Present
Salomon Brothers Inc May 1986 - July 1991
Univ. of Texas June 1984 - June 1986
Education
The Univ. of North Carolina 1981 — 1984
Ph.D., Finance, Real Estate
University of Delaware 1973 — 1978
BS, MA, Economics
Alyse Courtines Alyse Courtines's Salomon Brothers Inc. Experience 1994 - 1996
Job Group Account Director at MKTG INC
Industry Marketing and Advertising
Experience
MKTG INC March 2012 - Present
Freelance Production/Creative Services September 2010 - February 2012
Pacific Sports LLC January 2010 - August 2010
IMG Consulting November 2007 - April 2009
Columbia Records 2005 - 2007
Hat Rack Productions 2001 - 2005
Blackbird Recording Company, Ltd. (an affiliate of Atlantic Records) 1997 - 2001
Time Inc 1996 - 1997
Salomon Brothers Inc 1994 - 1996
Skills
Marketing, Strategy, Event Management, Sponsorship, Management, Music, Direct Marketing, Account Management, Entertainment, Video, Sports, Budgets, Trade Shows, Post Production, Digital Media, Project Management
Education
Georgetown University
B.S.F.S, School of Foreign Service - International Relations
MKTG INC March 2012 - Present
Freelance Production/Creative Services September 2010 - February 2012
Pacific Sports LLC January 2010 - August 2010
IMG Consulting November 2007 - April 2009
Columbia Records 2005 - 2007
Hat Rack Productions 2001 - 2005
Blackbird Recording Company, Ltd. (an affiliate of Atlantic Records) 1997 - 2001
Time Inc 1996 - 1997
Salomon Brothers Inc 1994 - 1996
Skills
Marketing, Strategy, Event Management, Sponsorship, Management, Music, Direct Marketing, Account Management, Entertainment, Video, Sports, Budgets, Trade Shows, Post Production, Digital Media, Project Management
Education
Georgetown University
B.S.F.S, School of Foreign Service - International Relations
Mark Bishop's Salomon Brothers Inc. Experience November 1988 - December 1998
Job Managing Director at Aldwych Capital Partners
Industry Investment Banking
Experience
Aldwych Capital Partners February 2015 - Present
INTL FCStone Securities, Inc. September 2010 - Present
Provident Group 1998 - September 2010
Salomon Brothers, Inc November 1988 - December 1998
Merchant Bankers Asociados 1996 - 1997
Bankers Trust 1986 - 1987
National Westminster Bank USA 1984 - 1986
Skills
Agribusiness, Frontier Markets, Emerging Markets, Private Equity, Investment Banking, Water Resources, Farms, Logistics, Energy Services, Irrigation, Transportation/Logistics, Corporate Finance, Financial Services, Sustainability, Commodity, Joint Ventures, Financial Structuring, Trading, Mining, Venture Capital, M&A experience, Equities, Fixed Income, Investments, Energy, Capital Markets, Hedge Funds, Asset Management, Due Diligence, Commodity Finance, Upstream Energy, Specialized..., Mergers & Acquisitions, Structured Finance, Alternative Investments, Private Placements, Project Finance, Power Generation
Education
Brown University 1980 — 1984
B.A., European History, German Language Minor
Universität Rostock 1982 — 1982
Internationaler Hochschulferienkurs, Germanistik
Aldwych Capital Partners February 2015 - Present
INTL FCStone Securities, Inc. September 2010 - Present
Provident Group 1998 - September 2010
Salomon Brothers, Inc November 1988 - December 1998
Merchant Bankers Asociados 1996 - 1997
Bankers Trust 1986 - 1987
National Westminster Bank USA 1984 - 1986
Skills
Agribusiness, Frontier Markets, Emerging Markets, Private Equity, Investment Banking, Water Resources, Farms, Logistics, Energy Services, Irrigation, Transportation/Logistics, Corporate Finance, Financial Services, Sustainability, Commodity, Joint Ventures, Financial Structuring, Trading, Mining, Venture Capital, M&A experience, Equities, Fixed Income, Investments, Energy, Capital Markets, Hedge Funds, Asset Management, Due Diligence, Commodity Finance, Upstream Energy, Specialized..., Mergers & Acquisitions, Structured Finance, Alternative Investments, Private Placements, Project Finance, Power Generation
Education
Brown University 1980 — 1984
B.A., European History, German Language Minor
Universität Rostock 1982 — 1982
Internationaler Hochschulferienkurs, Germanistik
James Zanze's Salomon Brothers Inc. Experience December 1989 - June 1992
Job
Industry Investment Banking
Experience
Aquilo Partners February 2003 - Present
JPMorgan January 1999 - November 2002
Hambrecht & Quist June 1992 - November 2002
Salomon Brothers Inc December 1989 - June 1992
Education
Middlebury College 1985 — 1989
B.A.
Aquilo Partners February 2003 - Present
JPMorgan January 1999 - November 2002
Hambrecht & Quist June 1992 - November 2002
Salomon Brothers Inc December 1989 - June 1992
Education
Middlebury College 1985 — 1989
B.A.
Druce Vertes, CFA's Salomon Brothers Inc. Experience 1986 - 1992
Job
Industry Investment Management
Experience
StreetEYE.com January 2011 - Present
Hoplite Capital Management, LLC January 2008 - December 2010
Independent Consulting 2007 - December 2008
Charles River Development 2005 - 2007
StreetEYE, LLC October 1995 - May 2005
Caxton Corporation January 1994 - October 1995
Tiger Management Corporation 1992 - 1994
Salomon Brothers Inc. 1986 - 1992
Skills
Market Data, Electronic Trading, Bloomberg, Order Management, Charles River IMS, Analytics, Eze Castle, Oasys, Trading Systems, Hedge Funds, Fixed Income, Equities, Trading, Asset Managment, Portfolio Management, Equity Trading, Securities, Machine Learning, Investment Banking, Investments, Asset Management, Derivatives
Education
Columbia University in the City of New York 1982 — 1986
A.B. (Columbia College)
Lycée Français de New York 1969 — 1982
French Baccalaureate
StreetEYE.com January 2011 - Present
Hoplite Capital Management, LLC January 2008 - December 2010
Independent Consulting 2007 - December 2008
Charles River Development 2005 - 2007
StreetEYE, LLC October 1995 - May 2005
Caxton Corporation January 1994 - October 1995
Tiger Management Corporation 1992 - 1994
Salomon Brothers Inc. 1986 - 1992
Skills
Market Data, Electronic Trading, Bloomberg, Order Management, Charles River IMS, Analytics, Eze Castle, Oasys, Trading Systems, Hedge Funds, Fixed Income, Equities, Trading, Asset Managment, Portfolio Management, Equity Trading, Securities, Machine Learning, Investment Banking, Investments, Asset Management, Derivatives
Education
Columbia University in the City of New York 1982 — 1986
A.B. (Columbia College)
Lycée Français de New York 1969 — 1982
French Baccalaureate
Grant Slay's Salomon Brothers Inc. Experience April 1992 - January 1994
Job Independent Program/Project Management Specialist
Industry Information Technology and Services
Experience
AMS, LLC February 2013 - Present
2020 Company, LLC October 2011 - February 2013
Northrop Grumman February 2002 - October 2011
Jacada August 1999 - November 2001
CCG Technologies May 1998 - August 1999
HumanSoft, LLC August 1996 - August 1998
Bank of America February 1994 - August 1996
Salomon Brothers, Inc April 1992 - January 1994
Skills
Requirements Analysis, Program Management, SDLC, Business Analysis, Start-ups, Integration, Software Project..., Management, Project Management, Leadership, PMP, CRM, Enterprise Architecture, Process Improvement, Enterprise Software, IT Strategy, Business Strategy, Business Process..., PMO, Vendor Management, Change Management, Cross-functional Team..., Software Development, Business Intelligence, Business Process, Pre-sales, Project Portfolio..., Management Consulting, Strategy
Education
University of North Carolina at Charlotte - Belk College of Business 1994 — 1995
MBA, Business
University of South Florida 1990 — 1991
BA, Business
University of Florida 1985 — 1988
AA, Business
AMS, LLC February 2013 - Present
2020 Company, LLC October 2011 - February 2013
Northrop Grumman February 2002 - October 2011
Jacada August 1999 - November 2001
CCG Technologies May 1998 - August 1999
HumanSoft, LLC August 1996 - August 1998
Bank of America February 1994 - August 1996
Salomon Brothers, Inc April 1992 - January 1994
Skills
Requirements Analysis, Program Management, SDLC, Business Analysis, Start-ups, Integration, Software Project..., Management, Project Management, Leadership, PMP, CRM, Enterprise Architecture, Process Improvement, Enterprise Software, IT Strategy, Business Strategy, Business Process..., PMO, Vendor Management, Change Management, Cross-functional Team..., Software Development, Business Intelligence, Business Process, Pre-sales, Project Portfolio..., Management Consulting, Strategy
Education
University of North Carolina at Charlotte - Belk College of Business 1994 — 1995
MBA, Business
University of South Florida 1990 — 1991
BA, Business
University of Florida 1985 — 1988
AA, Business
Mike Dean's Salomon Brothers Inc. Experience 1990 - 1995
Job Senior VicePresident of Human Resource, Harvard Management Company
Industry Investment Management
Experience
Harvard University January 2013 - Present
Harvard Management Company October 2011 - Present
Trans-Form LLC August 1995 - September 2011
Trans-Form LLC 1995 - 2011
Salomon Brothers Inc 1990 - 1995
Coca-Cola, Kraft Nabisco, Firestone/Bridgestone February 1966 - May 1990
Skills
Six Sigma, Certified Executive..., Organizational..., Change Management, Talent Management, Executive Coaching, Program Management, Management, Human Resources, Strategic Planning, Organizational..., Consulting, Performance Management, Project Management, Strategy, Management Consulting, Leadership
Education
The University of Akron 1968 — 1972
BA/MA, Political Science
Harvard University January 2013 - Present
Harvard Management Company October 2011 - Present
Trans-Form LLC August 1995 - September 2011
Trans-Form LLC 1995 - 2011
Salomon Brothers Inc 1990 - 1995
Coca-Cola, Kraft Nabisco, Firestone/Bridgestone February 1966 - May 1990
Skills
Six Sigma, Certified Executive..., Organizational..., Change Management, Talent Management, Executive Coaching, Program Management, Management, Human Resources, Strategic Planning, Organizational..., Consulting, Performance Management, Project Management, Strategy, Management Consulting, Leadership
Education
The University of Akron 1968 — 1972
BA/MA, Political Science
Craig Beling's Salomon Brothers Inc. Experience January 1986 - April 1988
Job Owner at Beling & Associates
Industry Financial Services
Experience
Beling & Associates June 2015 - Present
Law Office Of Craig T. Beling January 2009 - May 2015
Teewinot Funds October 2006 - January 2009
Fidelity Investments January 2005 - June 2006
Head of Syndicate, Fidelity Capital Markets April 2001 - January 2005
Societe Generale June 1997 - April 2001
Law Office of Craig T. Beling January 1994 - May 1997
Bernstein, Shur January 1992 - January 1994
Preti, Flaherty May 1988 - January 1992
Salomon Brothers, Inc January 1986 - April 1988
Skills
Capital Markets, Equities, Mergers & Acquisitions, Securities, Start-ups, Strategic Partnerships, Mutual Funds, Financial Structuring, Hedge Funds, Structured Finance, Corporate Law, Strategic Planning, Marketing Strategy, Bankruptcy, Business Planning, Contract Law, Bonds, Joint Ventures, Legal Advice, Real Estate, Due Diligence, Private Equity, Financial Advisory, Private Placements, Alternative Investments, Negotiation, IPO, Real Estate Transactions
Education
Boston College Law School 1980 — 1983
J.D., Law
Boston College Law School 1980 — 1983
Doctor of Law (JD)
Harvard University 1975 — 1979
A.B., Government, Economics
Beling & Associates June 2015 - Present
Law Office Of Craig T. Beling January 2009 - May 2015
Teewinot Funds October 2006 - January 2009
Fidelity Investments January 2005 - June 2006
Head of Syndicate, Fidelity Capital Markets April 2001 - January 2005
Societe Generale June 1997 - April 2001
Law Office of Craig T. Beling January 1994 - May 1997
Bernstein, Shur January 1992 - January 1994
Preti, Flaherty May 1988 - January 1992
Salomon Brothers, Inc January 1986 - April 1988
Skills
Capital Markets, Equities, Mergers & Acquisitions, Securities, Start-ups, Strategic Partnerships, Mutual Funds, Financial Structuring, Hedge Funds, Structured Finance, Corporate Law, Strategic Planning, Marketing Strategy, Bankruptcy, Business Planning, Contract Law, Bonds, Joint Ventures, Legal Advice, Real Estate, Due Diligence, Private Equity, Financial Advisory, Private Placements, Alternative Investments, Negotiation, IPO, Real Estate Transactions
Education
Boston College Law School 1980 — 1983
J.D., Law
Boston College Law School 1980 — 1983
Doctor of Law (JD)
Harvard University 1975 — 1979
A.B., Government, Economics
Singanallur Narayanan's Salomon Brothers Inc. Experience August 1996 - December 1997
Job Owner, Kuberon Capital LLC
Industry Investment Management
Experience
Kuberon Capital LLC October 2006 - Present
Bumi Sirotka Tennis 2005 - 2012
Bear Stearns Asset Management April 2005 - October 2006
Heckman Global Advisors January 2003 - March 2005
Citigroup Salomon Smith Barney August 1998 - December 2003
Bear Stearns Inc January 1998 - July 1998
Salomon Brothers Inc August 1996 - December 1997
Lehman Brothers Inc August 1992 - July 1996
Salomon Brothers Inc January 1989 - June 1992
Skills
Equities, Hold Series 7, Seies 66, Portfolio Management, Investments, Capital Markets, Asset Management, Investment Banking, Emerging Markets, Venture Capital, Corporate Finance, Equity Research, Asset Allocation, Investment Strategies, Mutual Funds
Education
Columbia University - Columbia Business School 1988 — 1989
MBA, Finance
The University of Texas at Arlington 1982 — 1984
M.S, Computer Science & Engineering
Indian Institute of Technology, Madras 1977 — 1982
B.Tech, Chemical Engineering
Kuberon Capital LLC October 2006 - Present
Bumi Sirotka Tennis 2005 - 2012
Bear Stearns Asset Management April 2005 - October 2006
Heckman Global Advisors January 2003 - March 2005
Citigroup Salomon Smith Barney August 1998 - December 2003
Bear Stearns Inc January 1998 - July 1998
Salomon Brothers Inc August 1996 - December 1997
Lehman Brothers Inc August 1992 - July 1996
Salomon Brothers Inc January 1989 - June 1992
Skills
Equities, Hold Series 7, Seies 66, Portfolio Management, Investments, Capital Markets, Asset Management, Investment Banking, Emerging Markets, Venture Capital, Corporate Finance, Equity Research, Asset Allocation, Investment Strategies, Mutual Funds
Education
Columbia University - Columbia Business School 1988 — 1989
MBA, Finance
The University of Texas at Arlington 1982 — 1984
M.S, Computer Science & Engineering
Indian Institute of Technology, Madras 1977 — 1982
B.Tech, Chemical Engineering
Robert Yedid's Salomon Brothers Inc. Experience August 1983 - December 1991
Job Senior Analyst at Principled Capital Management
Industry Leisure, Travel & Tourism
Experience
Principled Capital Management January 2003 - Present
Warburg Pincus January 1999 - December 2000
Bear Stearns January 1992 - December 1998
Salomon Brothers Inc August 1983 - December 1991
Education
Stanford University Graduate School of Business 1981 — 1983
Yale University 1975 — 1979
BA, Econoomics
Principled Capital Management January 2003 - Present
Warburg Pincus January 1999 - December 2000
Bear Stearns January 1992 - December 1998
Salomon Brothers Inc August 1983 - December 1991
Education
Stanford University Graduate School of Business 1981 — 1983
Yale University 1975 — 1979
BA, Econoomics
Johnson Lee's Salomon Brothers Inc. Experience 1994 - 2001
Job VP at Credit Suisse Trade Execution Technology
Industry Financial Services
Experience
Credit Suisse 2009 - Present
Citigroup 2006 - 2009
Citigroup 2001 - 2005
Salomon Brothers, Inc 1994 - 2001
Skills
Trading Systems, Electronic Trading, Equities, Trading, Market Data, Software Development, Derivatives, Capital Markets, Equity Derivatives, Exchange Connectivity, Fixed Income, Investment Banking, SDLC, Trading System, FX Options, Financial Markets, Options, Portfolio Management, Equity Trading, Middle Office, Low Latency, Reference Data, Order Management, Business Analysis, Project Management, Program Management
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA, Finance & Management
Columbia University in the City of New York 1990 — 1994
BS, Operations Research & Computer Science
Credit Suisse 2009 - Present
Citigroup 2006 - 2009
Citigroup 2001 - 2005
Salomon Brothers, Inc 1994 - 2001
Skills
Trading Systems, Electronic Trading, Equities, Trading, Market Data, Software Development, Derivatives, Capital Markets, Equity Derivatives, Exchange Connectivity, Fixed Income, Investment Banking, SDLC, Trading System, FX Options, Financial Markets, Options, Portfolio Management, Equity Trading, Middle Office, Low Latency, Reference Data, Order Management, Business Analysis, Project Management, Program Management
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA, Finance & Management
Columbia University in the City of New York 1990 — 1994
BS, Operations Research & Computer Science
Rick Materna's Salomon Brothers Inc. Experience May 1979 - June 1986
Job President and CEO at Smart2Wise, LLC
Industry Financial Services
Experience
Smart2Wise, LLC January 2014 - Present
DataBurst,LLC January 2004 - Present
John G. Kinnard October 1997 - January 2003
Interim HealthCare July 1988 - April 1996
Merrill Lynch Capital Markets 1986 - 1988
Salomon Brothers, Inc. May 1979 - June 1986
Salomon Brothers, Inc June 1976 - May 1979
Skills
Leadership, Strategic Planning, Training, Capital Markets, Contract Negotiation, Equities, CRM, Securities, Entrepreneurship, Financial Analysis, Project Management, Product Development, Hedge Funds, Trading, Derivatives, Investments, Finance, Marketing, Sales Management, New Business Development, Process Improvement, Start-ups, Business Development, Research, Microsoft Office, Management, Management Consulting
Education
Bowling Green State University
Bachelor of Science (BS), Russian History - Educaton
Middlebury College
Russian Language
Smart2Wise, LLC January 2014 - Present
DataBurst,LLC January 2004 - Present
John G. Kinnard October 1997 - January 2003
Interim HealthCare July 1988 - April 1996
Merrill Lynch Capital Markets 1986 - 1988
Salomon Brothers, Inc. May 1979 - June 1986
Salomon Brothers, Inc June 1976 - May 1979
Skills
Leadership, Strategic Planning, Training, Capital Markets, Contract Negotiation, Equities, CRM, Securities, Entrepreneurship, Financial Analysis, Project Management, Product Development, Hedge Funds, Trading, Derivatives, Investments, Finance, Marketing, Sales Management, New Business Development, Process Improvement, Start-ups, Business Development, Research, Microsoft Office, Management, Management Consulting
Education
Bowling Green State University
Bachelor of Science (BS), Russian History - Educaton
Middlebury College
Russian Language
Jim Hofmockel's Salomon Brothers Inc. Experience 1996 - 1998
Job Director of Capital Markets at Acrecent Financial Corporation
Industry Financial Services
Experience
Acrecent Financial Corporation February 2011 - Present
Hofmockel Investments, LLC 2007 - Present
Cardinal Growth, LP 2000 - 2009
Salomon Brothers Inc. 1996 - 1998
Bear Stearns Companies 1994 - 1996
KPMG Peat Marwick 1988 - 1992
Skills
Acquisitions, Banking, Tax, Private Equity, Capital, Due Diligence, Corporate Finance, Mergers, Financial Modeling, Restructuring, Start-ups, Financial Analysis, Executive Management, Venture Capital, Managerial Finance, Investment Banking, Portfolio Management, Investments, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 1992 — 1994
MBA, Finance, Economics
Purdue University 1984 — 1988
BS, Accounting
Batavia High School 1980 — 1984
Batavia High School
Diploma
Acrecent Financial Corporation February 2011 - Present
Hofmockel Investments, LLC 2007 - Present
Cardinal Growth, LP 2000 - 2009
Salomon Brothers Inc. 1996 - 1998
Bear Stearns Companies 1994 - 1996
KPMG Peat Marwick 1988 - 1992
Skills
Acquisitions, Banking, Tax, Private Equity, Capital, Due Diligence, Corporate Finance, Mergers, Financial Modeling, Restructuring, Start-ups, Financial Analysis, Executive Management, Venture Capital, Managerial Finance, Investment Banking, Portfolio Management, Investments, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 1992 — 1994
MBA, Finance, Economics
Purdue University 1984 — 1988
BS, Accounting
Batavia High School 1980 — 1984
Batavia High School
Diploma
Steve Meyler's Salomon Brothers Inc. Experience June 1986 - June 1988
Job Vice President at Goldman Sachs & Co.
Industry Investment Banking
Experience
Goldman Sachs & Co. January 2001 - Present
Spear, Leeds & Kellogg LP March 1994 - January 2001
Daiwa Securities America March 1993 - March 1994
CS First Boston June 1988 - September 1992
Salomon Brothers Inc. June 1986 - June 1988
Education
Manhattan College 1982 — 1986
BS, Finance, Computer Information Systems
Goldman Sachs & Co. January 2001 - Present
Spear, Leeds & Kellogg LP March 1994 - January 2001
Daiwa Securities America March 1993 - March 1994
CS First Boston June 1988 - September 1992
Salomon Brothers Inc. June 1986 - June 1988
Education
Manhattan College 1982 — 1986
BS, Finance, Computer Information Systems
David L. Knowles's Salomon Brothers Inc. Experience 1982 - 1992
Job Managing Director at Chessiecap Securities
Industry Investment Banking
Experience
Chessiecap Securities 2014 - Present
Stanford Professionals In Real Estate 2010 - Present
Digital Map Products 2012 - 2013
Raymond James & Associates July 2010 - 2012
The Marcus & Millichap Company 2005 - 2008
Chadwick Saylor 2002 - 2005
Merrill Lynch & Co. 1993 - 2001
Salomon Brothers Inc 1982 - 1992
Skills
Investments, Management, Private Equity, Valuation, Alternative Investments, Asset Management, Venture Capital, Financial Modeling, Equities, Mergers & Acquisitions, Capital Markets, Corporate Finance, Portfolio Management, Finance, Real Estate, Investment Banking
Education
Stanford University Graduate School of Business 1977 — 1979
MBA, Finance
Stanford University 1973 — 1977
AB and MBA, Economics and Finance
Chessiecap Securities 2014 - Present
Stanford Professionals In Real Estate 2010 - Present
Digital Map Products 2012 - 2013
Raymond James & Associates July 2010 - 2012
The Marcus & Millichap Company 2005 - 2008
Chadwick Saylor 2002 - 2005
Merrill Lynch & Co. 1993 - 2001
Salomon Brothers Inc 1982 - 1992
Skills
Investments, Management, Private Equity, Valuation, Alternative Investments, Asset Management, Venture Capital, Financial Modeling, Equities, Mergers & Acquisitions, Capital Markets, Corporate Finance, Portfolio Management, Finance, Real Estate, Investment Banking
Education
Stanford University Graduate School of Business 1977 — 1979
MBA, Finance
Stanford University 1973 — 1977
AB and MBA, Economics and Finance
Robert Shustak's Salomon Brothers Inc. Experience 1983 - 1993
Job President of The North Castle Group, LLC
Industry Investment Management
Experience
QFS Asset Management, LP 2007 - 2012
Strategic Value Partners 2005 - 2006
Post Advisory Group 2002 - 2004
Quantitative Financial Strategies 1999 - 2002
Long-Term Capital Management 1993 - 1999
Salomon Brothers Inc. 1983 - 1993
Skills
Alternative Investments, Private Equity, Venture Capital, Hedge Funds, Asset Managment, Equities, Due Diligence, Valuation, Investments, Fixed Income, Mergers & Acquisitions, Bloomberg, Investment Management, Asset Management, Financial Analysis, Risk Management, Hedging, Investment Banking, Securities, Trading, Portfolio Management, Trading Systems, Asset Allocation, Electronic Trading, Capital Markets, Mutual Funds, Financial Markets, Derivatives, FX Options
Education
Queens College
Bachelor of Arts (B.A.), Accounting
QFS Asset Management, LP 2007 - 2012
Strategic Value Partners 2005 - 2006
Post Advisory Group 2002 - 2004
Quantitative Financial Strategies 1999 - 2002
Long-Term Capital Management 1993 - 1999
Salomon Brothers Inc. 1983 - 1993
Skills
Alternative Investments, Private Equity, Venture Capital, Hedge Funds, Asset Managment, Equities, Due Diligence, Valuation, Investments, Fixed Income, Mergers & Acquisitions, Bloomberg, Investment Management, Asset Management, Financial Analysis, Risk Management, Hedging, Investment Banking, Securities, Trading, Portfolio Management, Trading Systems, Asset Allocation, Electronic Trading, Capital Markets, Mutual Funds, Financial Markets, Derivatives, FX Options
Education
Queens College
Bachelor of Arts (B.A.), Accounting
Yvette Bradle's Salomon Brothers Inc. Experience July 1992 - February 1993
Job Compliance Trainer at FINRA
Industry Financial Services
Experience
FINRA January 2007 - Present
FINRA (Financial Industry Regulatory Authority), formerly NASD 2007 - Present
NASD November 2001 - January 2007
NASD July 1999 - November 2001
NASD Regulation November 1995 - July 1999
NASD Regulation March 1993 - November 1995
Salomon Brothers Inc. July 1992 - February 1993
Education
Montgomery College 1995 — 1999
Associate of Applied Science in Paralegal Studies, Paralegal Studies
University of Maryland University College
FINRA January 2007 - Present
FINRA (Financial Industry Regulatory Authority), formerly NASD 2007 - Present
NASD November 2001 - January 2007
NASD July 1999 - November 2001
NASD Regulation November 1995 - July 1999
NASD Regulation March 1993 - November 1995
Salomon Brothers Inc. July 1992 - February 1993
Education
Montgomery College 1995 — 1999
Associate of Applied Science in Paralegal Studies, Paralegal Studies
University of Maryland University College
Victor Zaslavsky's Salomon Brothers Inc. Experience January 1993 - January 1999
Job Managing Director at Center of Revitalizing Psychiatry
Industry Mental Health Care
Experience
Center of Revitalizing Psychiatry February 2003 - Present
Bank of America June 2002 - February 2014
Lehman Brothers January 1999 - June 2002
Salomon Brothers, Inc January 1993 - January 1999
Coopers & Lybrand March 1990 - January 1993
Skills
Business Strategy, Management, Marketing Strategy, Capital Management, Risk Management, Derivatives, Equities, Trading, Fixed Income, Capital Markets, Trading Systems, Structured Finance, Options, Market Risk, Banking, Financial Risk, Financial Services, Securities, FX Options, Credit Risk, Financial Markets
Education
Pre-Azov State Technical University, Mariupol 1984 — 1989
Master of Science (MS), Computer Technology/Computer Systems Technology
Tomsk State University of Control Systems and Radioelectronics 1970 — 1978
Master of Science (MS), Computer Software Engineering
Center of Revitalizing Psychiatry February 2003 - Present
Bank of America June 2002 - February 2014
Lehman Brothers January 1999 - June 2002
Salomon Brothers, Inc January 1993 - January 1999
Coopers & Lybrand March 1990 - January 1993
Skills
Business Strategy, Management, Marketing Strategy, Capital Management, Risk Management, Derivatives, Equities, Trading, Fixed Income, Capital Markets, Trading Systems, Structured Finance, Options, Market Risk, Banking, Financial Risk, Financial Services, Securities, FX Options, Credit Risk, Financial Markets
Education
Pre-Azov State Technical University, Mariupol 1984 — 1989
Master of Science (MS), Computer Technology/Computer Systems Technology
Tomsk State University of Control Systems and Radioelectronics 1970 — 1978
Master of Science (MS), Computer Software Engineering
Lindley DeGarmo's Salomon Brothers Inc. Experience May 1984 - December 1995
Job Retired Presbyterian Minister
Industry Religious Institutions
Experience
Traveling and enjoying life. February 2015 - Present
Towson Presbyterian Church July 2003 - February 2015
First Presbyterian Church in the City of New York March 2000 - June 2003
Salomon Brothers Inc May 1984 - December 1995
Exxon Corporation August 1977 - May 1984
Skills
Preaching, Theology, Pastoral Care, Biblical Studies, Religion, Liturgy, Church Growth, Non-profits, Church Administration, Pastoral, Volunteer Management, Stewardship, Leadership Development, Chaplaincy, Public Speaking, Teaching, Fundraising, Nonprofits, Hermeneutics, Exegesis, Gospel, Spiritual Direction, Community Organizing, Retreat Leader, Pastors, Pastoral Counseling, Student Ministry, Homiletics, Missions, Practical Theology, Church Events, Pastoring, Community Outreach, Religious Studies, Non-profit..., Social Justice
Education
Princeton Theological Seminary 2002 — 2008
DMin, Ministry
Union Theological Seminary 1996 — 1999
MDiv, Theology
New York University - Leonard N. Stern School of Business 1977 — 1979
APC, Finance
Princeton University 1971 — 1977
AB/MPA, Woodrow Wilson School
Mount Hermon School 1967 — 1971
Northfield Mount Hermon School 1967 — 1971
Traveling and enjoying life. February 2015 - Present
Towson Presbyterian Church July 2003 - February 2015
First Presbyterian Church in the City of New York March 2000 - June 2003
Salomon Brothers Inc May 1984 - December 1995
Exxon Corporation August 1977 - May 1984
Skills
Preaching, Theology, Pastoral Care, Biblical Studies, Religion, Liturgy, Church Growth, Non-profits, Church Administration, Pastoral, Volunteer Management, Stewardship, Leadership Development, Chaplaincy, Public Speaking, Teaching, Fundraising, Nonprofits, Hermeneutics, Exegesis, Gospel, Spiritual Direction, Community Organizing, Retreat Leader, Pastors, Pastoral Counseling, Student Ministry, Homiletics, Missions, Practical Theology, Church Events, Pastoring, Community Outreach, Religious Studies, Non-profit..., Social Justice
Education
Princeton Theological Seminary 2002 — 2008
DMin, Ministry
Union Theological Seminary 1996 — 1999
MDiv, Theology
New York University - Leonard N. Stern School of Business 1977 — 1979
APC, Finance
Princeton University 1971 — 1977
AB/MPA, Woodrow Wilson School
Mount Hermon School 1967 — 1971
Northfield Mount Hermon School 1967 — 1971
Steven Zumbo's Salomon Brothers Inc. Experience March 1982 - February 1989
Job VP HR at Viacom Media Networks
Industry Entertainment
Experience
MTV Networks Vice President HR Viacom Media NetworksMTVN1993 - Present
Salomon Brothers, Inc March 1982 - February 1989
Skills
Talent Management, Deferred Compensation, Employee Relations, Employee Benefits, Succession Planning, Onboarding, Workforce Planning, PeopleSoft, HRIS, Change Management, Talent Acquisition, Program Management, Organizational..., Human Resources, Management, Employee Engagement, Leadership Development, Organizational..., Mergers & Acquisitions, Personnel Management, Performance Management, Organizational Design
Education
Brooklyn College 1975 — 1977
MTV Networks Vice President HR Viacom Media NetworksMTVN1993 - Present
Salomon Brothers, Inc March 1982 - February 1989
Skills
Talent Management, Deferred Compensation, Employee Relations, Employee Benefits, Succession Planning, Onboarding, Workforce Planning, PeopleSoft, HRIS, Change Management, Talent Acquisition, Program Management, Organizational..., Human Resources, Management, Employee Engagement, Leadership Development, Organizational..., Mergers & Acquisitions, Personnel Management, Performance Management, Organizational Design
Education
Brooklyn College 1975 — 1977
Allison Caccoma's Salomon Brothers Inc. Experience 1987 - 1993
Job President, Caccoma Interiors
Industry Design
Experience
Caccoma Interiors April 2006 - Present
Jeffrey Bilhuber, Inc 2005 - 2006
Bunny Williams Inc 1999 - 2005
Aubrey G. Lanston & Co. 1996 - 1999
Salomon Brothers Inc. 1987 - 1993
Education
New York School of Interior Design 1998 — 2000
Associates, Interior Design
Villanova University 1983 — 1987
Bachelors, Finance
Caccoma Interiors April 2006 - Present
Jeffrey Bilhuber, Inc 2005 - 2006
Bunny Williams Inc 1999 - 2005
Aubrey G. Lanston & Co. 1996 - 1999
Salomon Brothers Inc. 1987 - 1993
Education
New York School of Interior Design 1998 — 2000
Associates, Interior Design
Villanova University 1983 — 1987
Bachelors, Finance
Stephen A. Cook's Salomon Brothers Inc. Experience 1976 - 1987
Job Managment & Financial Services Executive
Industry Financial Services
Experience
Kisco Management Corp. 2008 - 2009
CAI managers & Co., L.P. 2004 - 2007
Ripplewood Holdings LLC 2000 - 2004
Chase Securities Inc. 1994 - 2000
Bear, Stearns & Co., Inc. 1998 - 1999
Rabobank Nederland 1989 - 1994
Salomon Brothers Inc. 1976 - 1987
Skills
Corporate Finance, Management, Equities, Mergers & Acquisitions, Private Equity, Investments, Strategic Planning, Investment Banking, Venture Capital, Alternative Investments, Financial Modeling, Investor Relations, Capital Markets, Asset Management, Fundraising, Series 7, Wealth Management, Negotiation, Hedge Funds, Portfolio Management, Valuation
Education
Harvard Business School 1974 — 1976
MBA, Finance
University of Pennsylvania 1965 — 1968
B.A., Economics
Pomfret School 1960 — 1964
Kisco Management Corp. 2008 - 2009
CAI managers & Co., L.P. 2004 - 2007
Ripplewood Holdings LLC 2000 - 2004
Chase Securities Inc. 1994 - 2000
Bear, Stearns & Co., Inc. 1998 - 1999
Rabobank Nederland 1989 - 1994
Salomon Brothers Inc. 1976 - 1987
Skills
Corporate Finance, Management, Equities, Mergers & Acquisitions, Private Equity, Investments, Strategic Planning, Investment Banking, Venture Capital, Alternative Investments, Financial Modeling, Investor Relations, Capital Markets, Asset Management, Fundraising, Series 7, Wealth Management, Negotiation, Hedge Funds, Portfolio Management, Valuation
Education
Harvard Business School 1974 — 1976
MBA, Finance
University of Pennsylvania 1965 — 1968
B.A., Economics
Pomfret School 1960 — 1964
Donald Sondak's Salomon Brothers Inc. Experience 1986 - 1989
Job Chief Operating Officer Skarzynski Black LLC
Industry Financial Services
Experience
Skarzynski Black LLC September 2014 - Present
Credit Suisse April 2006 - September 2013
Merrill Lynch 1999 - 2006
J P Morgan 1996 - 1999
First Fidelity Bank 1991 - 1996
Bankers Trust 1989 - 1991
Salomon Brothers Inc 1986 - 1989
Skills
Wealth Management, Asset Managment, Business Analysis, Financial Services, Private Banking, Investment Banking, Due Diligence, Finance, Asset Management, Financial Risk, Securities, Equities, Fixed Income, Capital Markets, Derivatives, Hedge Funds, Corporate Finance, Financial Markets, Portfolio Management, Valuation, Alternative Investments, Trading, FX Options, Bloomberg, Structured Products, Mutual Funds, Private Equity, Options, Investments, Emerging Markets, Financial Modeling, Market Risk, Trading Systems, Banking, Equity Derivatives, Investment Management, Bonds, Vendor Management, Contract Negotiation, Contract Management, Revenue & Profit Growth, Expense Management, Strategic Thinking, Collaborative Problem..., Risk Management, Middle Office, Asset Allocation, Operational Risk
Education
Fairleigh Dickinson University
Master of Business Administration (MBA), Finance and Financial Management Services
Rider University
BS Commerce, Finance / Accounting
Skarzynski Black LLC September 2014 - Present
Credit Suisse April 2006 - September 2013
Merrill Lynch 1999 - 2006
J P Morgan 1996 - 1999
First Fidelity Bank 1991 - 1996
Bankers Trust 1989 - 1991
Salomon Brothers Inc 1986 - 1989
Skills
Wealth Management, Asset Managment, Business Analysis, Financial Services, Private Banking, Investment Banking, Due Diligence, Finance, Asset Management, Financial Risk, Securities, Equities, Fixed Income, Capital Markets, Derivatives, Hedge Funds, Corporate Finance, Financial Markets, Portfolio Management, Valuation, Alternative Investments, Trading, FX Options, Bloomberg, Structured Products, Mutual Funds, Private Equity, Options, Investments, Emerging Markets, Financial Modeling, Market Risk, Trading Systems, Banking, Equity Derivatives, Investment Management, Bonds, Vendor Management, Contract Negotiation, Contract Management, Revenue & Profit Growth, Expense Management, Strategic Thinking, Collaborative Problem..., Risk Management, Middle Office, Asset Allocation, Operational Risk
Education
Fairleigh Dickinson University
Master of Business Administration (MBA), Finance and Financial Management Services
Rider University
BS Commerce, Finance / Accounting
Parul Parekh's Salomon Brothers Inc. Experience September 1995 - June 1998
Job Software Developer II The Nielsen Company
Industry Information Technology and Services
Experience
The Nielsen Company September 2008 - Present
Bear Stearns July 1998 - March 2001
Salomon Brothers Inc September 1995 - June 1998
Software Architects 1995 - 1998
GTE Data Services September 1994 - September 1995
Skills
Agile Methodologies, SQL, SDLC, Software Development, Database Design, Testing, Data Warehousing, Software Quality..., Requirements Analysis, Microsoft SQL Server, Databases, SharePoint, Software Project..., SOA, Visio, XML
Education
University of Mumbai 1991 — 1993
Masters, Commerce
Mithibai College of Arts Chauhan Institute of Science and Amrutben Jivanlal College of Commerce and Economics
The Nielsen Company September 2008 - Present
Bear Stearns July 1998 - March 2001
Salomon Brothers Inc September 1995 - June 1998
Software Architects 1995 - 1998
GTE Data Services September 1994 - September 1995
Skills
Agile Methodologies, SQL, SDLC, Software Development, Database Design, Testing, Data Warehousing, Software Quality..., Requirements Analysis, Microsoft SQL Server, Databases, SharePoint, Software Project..., SOA, Visio, XML
Education
University of Mumbai 1991 — 1993
Masters, Commerce
Mithibai College of Arts Chauhan Institute of Science and Amrutben Jivanlal College of Commerce and Economics
David Perlman's Salomon Brothers Inc. Experience March 1992 - January 1998
Job
Industry Financial Services
Experience
West End Advisory Associates, LLC August 2012 - Present
Kent Lane Advisors LLC September 2012 - Present
Fieldstone Private Capital Group, Inc. September 1999 - August 2012
ABN Amro Incorporated March 1998 - March 1999
Salomon Brothers Inc March 1992 - January 1998
Commercial Union Capital Corp. January 1989 - March 1992
Putnam, Hayes and Bartlett June 1988 - January 1989
The First Boston Corporation December 1986 - January 1988
The First Boston Corporation June 1982 - December 1986
Skills
Project Finance, Investment Banking, Valuation, Financial Modeling, Energy, Deal Structuring, Renewable Energy, Alternative Energy, Wind, Solar, Biomass, Emerging Markets, Financial Structuring, Solar Energy, Structured Finance, Venture Capital, Negotiation, Due Diligence, Private Equity, Corporate Finance, Mergers & Acquisitions
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1978 — 1980
MBA
Yale University 1971 — 1978
MPhil, Mathematics
Yale University 1966 — 1970
BA, Mathematics
Long Branch HS 1962 — 1966
West End Advisory Associates, LLC August 2012 - Present
Kent Lane Advisors LLC September 2012 - Present
Fieldstone Private Capital Group, Inc. September 1999 - August 2012
ABN Amro Incorporated March 1998 - March 1999
Salomon Brothers Inc March 1992 - January 1998
Commercial Union Capital Corp. January 1989 - March 1992
Putnam, Hayes and Bartlett June 1988 - January 1989
The First Boston Corporation December 1986 - January 1988
The First Boston Corporation June 1982 - December 1986
Skills
Project Finance, Investment Banking, Valuation, Financial Modeling, Energy, Deal Structuring, Renewable Energy, Alternative Energy, Wind, Solar, Biomass, Emerging Markets, Financial Structuring, Solar Energy, Structured Finance, Venture Capital, Negotiation, Due Diligence, Private Equity, Corporate Finance, Mergers & Acquisitions
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1978 — 1980
MBA
Yale University 1971 — 1978
MPhil, Mathematics
Yale University 1966 — 1970
BA, Mathematics
Long Branch HS 1962 — 1966
Matt Maley's Salomon Brothers Inc. Experience November 1982 - December 1996
Job Managing Director at Miller Tabak + Co., LLC
Industry Investment Banking
Experience
Miller Tabak + Co., LLC December 2007 - Present
Merrill Lynch January 1998 - May 2006
Salomon Brothers Inc November 1982 - December 1996
Skills
Equities, Hedge Funds, Equity Research, Series 7, Investments, Bloomberg, Alternative Investments, Equity Trading, Asset Management, Trading, Fixed Income
Education
Colby College 1978 — 1982
Bachelor of Arts (B.A.), Political Science and Government
Miller Tabak + Co., LLC December 2007 - Present
Merrill Lynch January 1998 - May 2006
Salomon Brothers Inc November 1982 - December 1996
Skills
Equities, Hedge Funds, Equity Research, Series 7, Investments, Bloomberg, Alternative Investments, Equity Trading, Asset Management, Trading, Fixed Income
Education
Colby College 1978 — 1982
Bachelor of Arts (B.A.), Political Science and Government
Kathleen Conte's Salomon Brothers Inc. Experience March 1987 - May 1990
Job Financial Services Executive
Industry Capital Markets
Experience
Bank of America Home Loans July 2009 - June 2010
Countrywide Bank, FSB July 2001 - July 2009
Countrywide Home Loans, Inc October 1991 - July 2001
Bank of San Francisco July 1990 - September 1991
Salomon Brothers, Inc March 1987 - May 1990
Skills
Credit, Risk Management, Capital Markets, Credit Risk, Portfolio Management, Loans, Securitization, Mortgage Banking, Strategy, Mortgage Lending, Due Diligence, Banking, Corporate Finance, MBS, Financial Services, Financial Analysis, Trading, Structured Finance, Financial Risk, Finance
Education
Providence College 1980 — 1984
BS, Accounting
high school
Bank of America Home Loans July 2009 - June 2010
Countrywide Bank, FSB July 2001 - July 2009
Countrywide Home Loans, Inc October 1991 - July 2001
Bank of San Francisco July 1990 - September 1991
Salomon Brothers, Inc March 1987 - May 1990
Skills
Credit, Risk Management, Capital Markets, Credit Risk, Portfolio Management, Loans, Securitization, Mortgage Banking, Strategy, Mortgage Lending, Due Diligence, Banking, Corporate Finance, MBS, Financial Services, Financial Analysis, Trading, Structured Finance, Financial Risk, Finance
Education
Providence College 1980 — 1984
BS, Accounting
high school
Trish Bender's Salomon Brothers Inc. Experience April 1992 - June 1998
Job Vice President Global Technology at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2000 - Present
Raymond James Financial 1998 - 2000
Salomon Brothers Inc April 1992 - June 1998
Skills
Program Management, Vendor Management, PMP, Business Analysis, SDLC, Project Management, Financial Services, PMO, Requirements Analysis, Change Management, Leadership, Project Portfolio..., Software Project..., IT Strategy, Requirements Gathering, Project Delivery, IT Management
Education
University of Florida - Warrington College of Business Administration 1996 — 1998
MBA
Florida State University 1987 — 1991
Bachelor of Arts (B.A.)
JPMorgan Chase June 2000 - Present
Raymond James Financial 1998 - 2000
Salomon Brothers Inc April 1992 - June 1998
Skills
Program Management, Vendor Management, PMP, Business Analysis, SDLC, Project Management, Financial Services, PMO, Requirements Analysis, Change Management, Leadership, Project Portfolio..., Software Project..., IT Strategy, Requirements Gathering, Project Delivery, IT Management
Education
University of Florida - Warrington College of Business Administration 1996 — 1998
MBA
Florida State University 1987 — 1991
Bachelor of Arts (B.A.)
Pamela Scher Callahan's Salomon Brothers Inc. Experience 1986 - 1991
Job Managing Director at Zelman & Associates
Industry Market Research
Experience
Zelman & Associates November 2009 - Present
Golden Seeds 2007 - 2008
Deutsche Bank Securities November 2000 - November 2007
Deutsche Bank 2000 - 2007
Deutsche Bank 2000 - 2007
Donaldson, Lufkin and Jenrette November 1992 - November 2000
Salomon Brothers Inc 1986 - 1991
Skills
Equities, Hedge Funds, Capital Markets, Equity Research, Portfolio Management, Investments, Securities, Management, Venture Capital, Finance, Institutional..., Investment Banking, Mutual Funds, Valuation, Asset Management
Education
Princeton University 1977 — 1981
BA, English, French
Princeton University 1977 — 1981
Bachelor of Arts (B.A.), English with concentration in French
Zelman & Associates November 2009 - Present
Golden Seeds 2007 - 2008
Deutsche Bank Securities November 2000 - November 2007
Deutsche Bank 2000 - 2007
Deutsche Bank 2000 - 2007
Donaldson, Lufkin and Jenrette November 1992 - November 2000
Salomon Brothers Inc 1986 - 1991
Skills
Equities, Hedge Funds, Capital Markets, Equity Research, Portfolio Management, Investments, Securities, Management, Venture Capital, Finance, Institutional..., Investment Banking, Mutual Funds, Valuation, Asset Management
Education
Princeton University 1977 — 1981
BA, English, French
Princeton University 1977 — 1981
Bachelor of Arts (B.A.), English with concentration in French
Stephen J. Bier's Salomon Brothers Inc. Experience 1979 - 1989
Job Associate Dean for Strategic Business Initiatives at Molloy College
Industry Education Management
Experience
Molloy College August 2015 - Present
Molloy College 2005 - Present
Molloy College May 2012 - August 2015
Westdeutsche Landesbank 1995 - 2005
Lehman Brothers Inc 1989 - 1995
Salomon Brothers Inc 1979 - 1989
Skills
Teaching, Higher Education, Public Speaking, Research, Microsoft Excel, English, Nonprofits, Staff Development, Social Media, Strategic Planning, Negotiation, PowerPoint, Microsoft Office, Leadership, Adult Education, Management Consulting, Leadership Development, Microsoft Word, Fundraising, Curriculum Development, Community Outreach
Education
College of the Holy Cross 1967 — 1970
Molloy College August 2015 - Present
Molloy College 2005 - Present
Molloy College May 2012 - August 2015
Westdeutsche Landesbank 1995 - 2005
Lehman Brothers Inc 1989 - 1995
Salomon Brothers Inc 1979 - 1989
Skills
Teaching, Higher Education, Public Speaking, Research, Microsoft Excel, English, Nonprofits, Staff Development, Social Media, Strategic Planning, Negotiation, PowerPoint, Microsoft Office, Leadership, Adult Education, Management Consulting, Leadership Development, Microsoft Word, Fundraising, Curriculum Development, Community Outreach
Education
College of the Holy Cross 1967 — 1970
Brian McLoone's Salomon Brothers Inc. Experience 1984 - 1989
Job Senior Vice President Financial Mgt Group
Industry Financial Services
Experience
Prudential Financial ConsultantBridgewater Associates2013 - 2013
MetLife Inc 2008 - 2012
AIG Global Investment Group 2001 - 2008
Lehman Brothers 2000 - 2001
Garban Broking Services LLC 1998 - 2000
Deutsche Bank 1995 - 1998
Bankers Trust Company 1989 - 1995
Salomon Brothers Inc 1984 - 1989
Peat, Marwick, Mitchell & Company 1979 - 1984
Skills
Accounting, Asset Managment, Private Equity, Hedge Funds, investment accounting, CPA, Investment Advisory, Due Diligence, Securities, Finance, Mergers, Managerial Finance, Derivatives, Mutual Funds, Leadership, Financial Services, Performance Attribution, Negotiation, Strategy, Financial Markets, Mentoring, Motivation, Staff..., Auditing, Mergers & Acquisitions, Fixed Income, Capital Markets, Investment Banking, Trading, Structured Products, Bloomberg, Portfolio Management, Financial Risk, Strategic Financial..., Valuation, Bonds, Loans, Investment Management, Asset Management
Education
Iona College 1974 — 1978
BBA, Acconting
Prudential Financial ConsultantBridgewater Associates2013 - 2013
MetLife Inc 2008 - 2012
AIG Global Investment Group 2001 - 2008
Lehman Brothers 2000 - 2001
Garban Broking Services LLC 1998 - 2000
Deutsche Bank 1995 - 1998
Bankers Trust Company 1989 - 1995
Salomon Brothers Inc 1984 - 1989
Peat, Marwick, Mitchell & Company 1979 - 1984
Skills
Accounting, Asset Managment, Private Equity, Hedge Funds, investment accounting, CPA, Investment Advisory, Due Diligence, Securities, Finance, Mergers, Managerial Finance, Derivatives, Mutual Funds, Leadership, Financial Services, Performance Attribution, Negotiation, Strategy, Financial Markets, Mentoring, Motivation, Staff..., Auditing, Mergers & Acquisitions, Fixed Income, Capital Markets, Investment Banking, Trading, Structured Products, Bloomberg, Portfolio Management, Financial Risk, Strategic Financial..., Valuation, Bonds, Loans, Investment Management, Asset Management
Education
Iona College 1974 — 1978
BBA, Acconting
Dean Grinsfelder's Salomon Brothers Inc. Experience August 1986 - August 1992
Job President, Highland Music Productions
Industry Entertainment
Experience
Highland Music Productions August 1994 - Present
Credit Suisse First Boston August 1992 - August 1994
Salomon Brothers Inc August 1986 - August 1992
Skills
Composition, Film, Commercials, Feature Films, Television, Documentaries, Film Scoring, Music, Music Supervision, Songwriting, Sound Design, Music Production, Music Industry, Recording, Orchestration, Pro Tools, Sound Editing, Editing, Original Music, Studio Recording, Music Licensing, Producing, Sound, Music Publishing, Audio Engineering, Audio Post Production, Musical Theatre, Orchestral Music, Keyboards, Mastering, Rock, Music Theory, Classical, Songs, Pianist
Education
UCLA Anderson School of Management 1984 — 1986
MBA, Real Estate Finance
University of California, Berkeley 1978 — 1982
B.A., Music
The Branson School 1974 — 1978
High School
Highland Music Productions August 1994 - Present
Credit Suisse First Boston August 1992 - August 1994
Salomon Brothers Inc August 1986 - August 1992
Skills
Composition, Film, Commercials, Feature Films, Television, Documentaries, Film Scoring, Music, Music Supervision, Songwriting, Sound Design, Music Production, Music Industry, Recording, Orchestration, Pro Tools, Sound Editing, Editing, Original Music, Studio Recording, Music Licensing, Producing, Sound, Music Publishing, Audio Engineering, Audio Post Production, Musical Theatre, Orchestral Music, Keyboards, Mastering, Rock, Music Theory, Classical, Songs, Pianist
Education
UCLA Anderson School of Management 1984 — 1986
MBA, Real Estate Finance
University of California, Berkeley 1978 — 1982
B.A., Music
The Branson School 1974 — 1978
High School
Thomas King's Salomon Brothers Inc. Experience July 1990 - November 2003
Job Managing Director at Key Banc Capital Markets Financial Sponsor Group
Industry Financial Services
Experience
KeyBanc Capital Markets November 2008 - Present
CIT Investment Banking Services February 2005 - October 2008
Stifel Nicolaus Middle Market M&A December 2002 - January 2005
Salomon Brothers Inc July 1990 - November 2003
Salomon / Citigroup 1995 - 2002
Boston Market 1994 - 1994
Skills
Private Equity, Valuation, Corporate Development, Investment Banking, Financial Modeling, Capital Markets, LBO, Management, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1993 — 1995
mba, finance and marketing
University of Notre Dame 1986 — 1990
BA, economics
KeyBanc Capital Markets November 2008 - Present
CIT Investment Banking Services February 2005 - October 2008
Stifel Nicolaus Middle Market M&A December 2002 - January 2005
Salomon Brothers Inc July 1990 - November 2003
Salomon / Citigroup 1995 - 2002
Boston Market 1994 - 1994
Skills
Private Equity, Valuation, Corporate Development, Investment Banking, Financial Modeling, Capital Markets, LBO, Management, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1993 — 1995
mba, finance and marketing
University of Notre Dame 1986 — 1990
BA, economics
Paul Shaum's Salomon Brothers Inc. Experience January 1988 - January 1990
Job Principal, Commercial Real Estate and Investment Management LLC
Industry Financial Services
Experience
First New Amsterdam Corp. LLC 2011 - Present
Morgan Stanley Smith Barney 2010 - 2011
Sycamore Capital, LP 2009 - 2009
GE Capital Markets 2007 - 2008
Soros Fund Management - EAC Management 2002 - 2007
SG Cowen Securities 1996 - 2001
NationsBank Capital Markets 1993 - 1996
Bear Stearns 1990 - 1993
Salomon Brothers, Inc January 1988 - January 1990
Bankers Trust Company January 1973 - January 1988
Education
Vanderbilt University - Owen Graduate School of Management 1971 — 1973
MBA, Finance
Eckerd College 1967 — 1971
BA, Economics
First New Amsterdam Corp. LLC 2011 - Present
Morgan Stanley Smith Barney 2010 - 2011
Sycamore Capital, LP 2009 - 2009
GE Capital Markets 2007 - 2008
Soros Fund Management - EAC Management 2002 - 2007
SG Cowen Securities 1996 - 2001
NationsBank Capital Markets 1993 - 1996
Bear Stearns 1990 - 1993
Salomon Brothers, Inc January 1988 - January 1990
Bankers Trust Company January 1973 - January 1988
Education
Vanderbilt University - Owen Graduate School of Management 1971 — 1973
MBA, Finance
Eckerd College 1967 — 1971
BA, Economics
Jonathan Baum's Salomon Brothers Inc. Experience August 1987 - January 1991
Job Chief Executive Officer George K. Baum & Company
Industry Investment Banking
Experience
George K. Baum & Company January 1991 - Present
Salomon Brothers Inc August 1987 - January 1991
Skills
Private Equity, Mergers, Valuation, Venture Capital, Investment Banking, Business Development, Corporate Development, Mergers & Acquisitions, Start-ups, Due Diligence, Entrepreneurship, Corporate Finance, Investments, Financial Modeling, Alternative Investments, Capital Markets, Asset Management
Education
The University of Chicago 1985 — 1987
MBA, Finance
Kansas State University 1979 — 1983
BS, Finance
George K. Baum & Company January 1991 - Present
Salomon Brothers Inc August 1987 - January 1991
Skills
Private Equity, Mergers, Valuation, Venture Capital, Investment Banking, Business Development, Corporate Development, Mergers & Acquisitions, Start-ups, Due Diligence, Entrepreneurship, Corporate Finance, Investments, Financial Modeling, Alternative Investments, Capital Markets, Asset Management
Education
The University of Chicago 1985 — 1987
MBA, Finance
Kansas State University 1979 — 1983
BS, Finance
Steve Helland's Salomon Brothers Inc. Experience 1985 - 1987
Job Senior Vice President, Head of Investor Relations at Promise Healthcare Group, LLC
Industry Hospital & Health Care
Experience
Promise Healthcare Group, LLC August 2015 - Present
Cole Avenue Partners, LP / Promise Healthcare Group, LLC June 2013 - Present
SSR Capital Partners, LP 2003 - Present
Scottish Re Group 2001 - 2003
ING Barings, LLC 2000 - 2001
Prudential Securities, Inc 1987 - 2000
Salomon Brothers, Inc 1985 - 1987
Skills
Hedge Funds, Investments, Fund Of Funds, Portfolio Management, Capital Raising, Asset Managment, Distressed Debt, Distressed Illiquid..., Restructuring, Asset Management, Due Diligence, Capital Markets, Investment Banking, Equities
Education
The University of Texas at Austin - The Red McCombs School of Business
BBA, Finance, Accounting
Promise Healthcare Group, LLC August 2015 - Present
Cole Avenue Partners, LP / Promise Healthcare Group, LLC June 2013 - Present
SSR Capital Partners, LP 2003 - Present
Scottish Re Group 2001 - 2003
ING Barings, LLC 2000 - 2001
Prudential Securities, Inc 1987 - 2000
Salomon Brothers, Inc 1985 - 1987
Skills
Hedge Funds, Investments, Fund Of Funds, Portfolio Management, Capital Raising, Asset Managment, Distressed Debt, Distressed Illiquid..., Restructuring, Asset Management, Due Diligence, Capital Markets, Investment Banking, Equities
Education
The University of Texas at Austin - The Red McCombs School of Business
BBA, Finance, Accounting
John P. Reynolds's Salomon Brothers Inc. Experience July 1983 - December 1989
Job Managing Director, Head of Global Consultant Relations at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments June 2014 - Present
Epoch Investment Partners March 2010 - June 2014
TD Asset Management April 2008 - March 2010
BNY Mellon Asset Management January 2002 - April 2008
Brown Brothers Harriman August 1991 - July 2000
Salomon Brothers Inc July 1983 - December 1989
Education
Manhattan College 1978 — 1982
Bachelor of Arts, Economics/Government
Nuveen Investments June 2014 - Present
Epoch Investment Partners March 2010 - June 2014
TD Asset Management April 2008 - March 2010
BNY Mellon Asset Management January 2002 - April 2008
Brown Brothers Harriman August 1991 - July 2000
Salomon Brothers Inc July 1983 - December 1989
Education
Manhattan College 1978 — 1982
Bachelor of Arts, Economics/Government
Karen Ubelhart's Salomon Brothers Inc. Experience 1979 - 1983
Job Industry AnalystIndustrials at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP January 2010 - Present
Bloomberg February 2009 - December 2009
Lehman Brothers Inc January 2006 - September 2008
Government of Singapore Investment Corp (GIC) June 2001 - February 2005
Goldman Sachs International March 1998 - December 1999
Lehman 1988 - 1998
Oppenheimer & Co. 1984 - 1987
Salomon Brothers Inc 1979 - 1983
Skills
Equity Research, Equities, Bloomberg, Analytics, Portfolio Management, Fixed Income, Valuation, Capital Markets, Financial Markets, Investment Banking, Asset Management
Education
Allegheny College 1973 — 1978
B.S., Economics
Bloomberg LP January 2010 - Present
Bloomberg February 2009 - December 2009
Lehman Brothers Inc January 2006 - September 2008
Government of Singapore Investment Corp (GIC) June 2001 - February 2005
Goldman Sachs International March 1998 - December 1999
Lehman 1988 - 1998
Oppenheimer & Co. 1984 - 1987
Salomon Brothers Inc 1979 - 1983
Skills
Equity Research, Equities, Bloomberg, Analytics, Portfolio Management, Fixed Income, Valuation, Capital Markets, Financial Markets, Investment Banking, Asset Management
Education
Allegheny College 1973 — 1978
B.S., Economics
Bebe Kamta's Salomon Brothers Inc. Experience March 1986 - October 1990
Job Director IT Infrastructure at NYC Department of Education
Industry Information Technology and Services
Experience
NYC DOE, Division of School Facilities / Office of School Support Services May 2003 - Present
NYC DOE, Division of School Facilities February 2002 - April 2003
NYC DOE, Division of School Facilities November 1991 - January 2002
Salomon Brothers Inc March 1986 - October 1990
Skills
Infrastructure, Staff Development, Data Center, Wireless, Technology Integration, Disaster Recovery, IT Strategy, Help Desk Support, IT Management, Integration, Program Management, System Administration, Vendor Management, Enterprise Architecture, Project Portfolio..., Information Technology, Security, IT Operations, System Deployment
Education
Baruch College, City University of New York (CUNY)
BBA, Management
City University of New York-Hunter College
MS, Education
NYC DOE, Division of School Facilities / Office of School Support Services May 2003 - Present
NYC DOE, Division of School Facilities February 2002 - April 2003
NYC DOE, Division of School Facilities November 1991 - January 2002
Salomon Brothers Inc March 1986 - October 1990
Skills
Infrastructure, Staff Development, Data Center, Wireless, Technology Integration, Disaster Recovery, IT Strategy, Help Desk Support, IT Management, Integration, Program Management, System Administration, Vendor Management, Enterprise Architecture, Project Portfolio..., Information Technology, Security, IT Operations, System Deployment
Education
Baruch College, City University of New York (CUNY)
BBA, Management
City University of New York-Hunter College
MS, Education
Robert SAVIGNOL's Salomon Brothers Inc. Experience March 1996 - March 1999
Job Managing Partner at M/C Partners
Industry Venture Capital & Private Equity
Experience
M/C Partners June 2003 - Present
NTL (now Virgin Media) 1998 - 2002
Salomon Brothers Inc March 1996 - March 1999
Education
Harvard Business School
M/C Partners June 2003 - Present
NTL (now Virgin Media) 1998 - 2002
Salomon Brothers Inc March 1996 - March 1999
Education
Harvard Business School
Alan Sheriff's Salomon Brothers Inc. Experience July 1983 - December 1991
Job Founder/CoCEO, Solebury Capital LLC
Industry Investment Banking
Experience
Solebury Capital March 2005 - Present
Credit Suisse First Boston January 1992 - March 2005
Salomon Brothers Inc July 1983 - December 1991
Education
Columbia University - School of International and Public Affairs 1981 — 1983
MPA
University of Rochester 1977 — 1981
B.A., Political Science
University of Pennsylvania - The Wharton School
Fellows Program
Solebury Capital March 2005 - Present
Credit Suisse First Boston January 1992 - March 2005
Salomon Brothers Inc July 1983 - December 1991
Education
Columbia University - School of International and Public Affairs 1981 — 1983
MPA
University of Rochester 1977 — 1981
B.A., Political Science
University of Pennsylvania - The Wharton School
Fellows Program
Pamela Fong's Salomon Brothers Inc. Experience August 1993 - August 1995
Job Director, Wells Fargo Securities/Wells Fargo Prime Services
Industry Financial Services
Experience
Wells Fargo Securities May 2008 - Present
MERLIN SECURITIES LLC, A Wells Fargo Company May 2008 - Present
The Shemano Group December 2007 - May 2008
BTIG LLC June 2007 - December 2007
Nollenberger Capital Partners October 2006 - June 2007
THOMAS WEISEL PARTNERS LLC January 1999 - October 2006
Thomas Weisel Partners 1999 - 2006
Montgomery Securities May 1998 - January 1999
HSBC SECURITIES, INC August 1995 - May 1998
SALOMON BROTHERS, INC August 1993 - August 1995
Education
Member of New York and Massachusetts
Doctor of Law (J.D.)
New York Law School 1989 — 1993
JD, Law
NEW YORK LAW SCHOOL
Juris Doctorate
DREW UNIVERSITY 1981 — 1985
Drew University 1981 — 1985
BA, Behavioral Sciences, Political Science
Wells Fargo Securities May 2008 - Present
MERLIN SECURITIES LLC, A Wells Fargo Company May 2008 - Present
The Shemano Group December 2007 - May 2008
BTIG LLC June 2007 - December 2007
Nollenberger Capital Partners October 2006 - June 2007
THOMAS WEISEL PARTNERS LLC January 1999 - October 2006
Thomas Weisel Partners 1999 - 2006
Montgomery Securities May 1998 - January 1999
HSBC SECURITIES, INC August 1995 - May 1998
SALOMON BROTHERS, INC August 1993 - August 1995
Education
Member of New York and Massachusetts
Doctor of Law (J.D.)
New York Law School 1989 — 1993
JD, Law
NEW YORK LAW SCHOOL
Juris Doctorate
DREW UNIVERSITY 1981 — 1985
Drew University 1981 — 1985
BA, Behavioral Sciences, Political Science
Aviva Maller's Salomon Brothers Inc. Experience February 1986 - 1992
Job Principal, Aviva Maller Photography and Aviva Maller Events
Industry Photography
Experience
Aviva Maller Magical & Meaningful Events 1998 - Present
Aviva Maller Photography 1996 - Present
Salomon Brothers Inc February 1986 - 1992
Advertising to Women 1984 - 1986
Skills
Headshots, Senior Portraits, Public Speaking, Social Media, Non-profits, Fundraising, Boudoir, On Location, Photography, Nonprofits, Parties, Photo Shoots, Event Management, Teaching, Photos, Corporate Communications, Marketing, Advertising, Blogging, Editorial, Newsletters, Creative Direction, Graphic Design, Copywriting, Publishing, Editing, Video Production, Magazines, Image Manipulation, Art, Photoshop, Publications, Adobe Creative Suite
Education
University of Hartford 1976 — 1982
Master of Arts (MA), Mass Communication/Media Studies
Rippowam High School 1972 — 1976
Aviva Maller Magical & Meaningful Events 1998 - Present
Aviva Maller Photography 1996 - Present
Salomon Brothers Inc February 1986 - 1992
Advertising to Women 1984 - 1986
Skills
Headshots, Senior Portraits, Public Speaking, Social Media, Non-profits, Fundraising, Boudoir, On Location, Photography, Nonprofits, Parties, Photo Shoots, Event Management, Teaching, Photos, Corporate Communications, Marketing, Advertising, Blogging, Editorial, Newsletters, Creative Direction, Graphic Design, Copywriting, Publishing, Editing, Video Production, Magazines, Image Manipulation, Art, Photoshop, Publications, Adobe Creative Suite
Education
University of Hartford 1976 — 1982
Master of Arts (MA), Mass Communication/Media Studies
Rippowam High School 1972 — 1976
Laurence (Larry) Holzman's Salomon Brothers Inc. Experience May 1976 - December 1994
Job Private Investor
Industry Investment Management
Experience
Martin Financial Management January 2010 - August 2011
Lehman Brothers (Barclays Capital July 1995 - December 2008
Cantor Fitzgerald January 1995 - July 1995
SALOMON BROTHERS INC May 1976 - December 1994
Skills
FINRA, Derivatives, Financial Services, Securities, Capital Markets, Investments, Equities, Finance, Trading, Hedge Funds, Fixed Income, Alternative Investments
Education
City University of New York-Baruch College 1967 — 1975
BBA, Accounting
Martin Financial Management January 2010 - August 2011
Lehman Brothers (Barclays Capital July 1995 - December 2008
Cantor Fitzgerald January 1995 - July 1995
SALOMON BROTHERS INC May 1976 - December 1994
Skills
FINRA, Derivatives, Financial Services, Securities, Capital Markets, Investments, Equities, Finance, Trading, Hedge Funds, Fixed Income, Alternative Investments
Education
City University of New York-Baruch College 1967 — 1975
BBA, Accounting
Jamie Viceconte's Salomon Brothers Inc. Experience 1993 - 2000
Job Managing Director Portfolio Manager at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein August 2013 - Present
GMG INVESTMENT ADVISORS, LLC / ODISEA ASSET MANAGEMENT, LLC 2009 - June 2013
Citigroup Global Markets, Inc. 2002 - 2009
Salomon Smith Barney 2000 - 2002
Salomon Brothers Inc 1993 - 2000
FBS Mortgage Corp. 1992 - 1993
JP Morgan Securities, Inc. 1987 - 1992
Skills
Derivatives, Credit, Investments, Risk Management, Structured Finance, Fixed Income, Finance, Private Equity, Portfolio Management, Real Estate, Securitization, Series 7, Valuation, Corporate Finance, Asset Managment, Loans, ABS, Capital Markets, Emerging Markets, Hedge Funds, Due Diligence, Financial Modeling, Financial Structuring, Alternative Investments
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance/Economics
Fordham University - Gabelli School of Business 1981 — 1985
BS, Finance
AllianceBernstein August 2013 - Present
GMG INVESTMENT ADVISORS, LLC / ODISEA ASSET MANAGEMENT, LLC 2009 - June 2013
Citigroup Global Markets, Inc. 2002 - 2009
Salomon Smith Barney 2000 - 2002
Salomon Brothers Inc 1993 - 2000
FBS Mortgage Corp. 1992 - 1993
JP Morgan Securities, Inc. 1987 - 1992
Skills
Derivatives, Credit, Investments, Risk Management, Structured Finance, Fixed Income, Finance, Private Equity, Portfolio Management, Real Estate, Securitization, Series 7, Valuation, Corporate Finance, Asset Managment, Loans, ABS, Capital Markets, Emerging Markets, Hedge Funds, Due Diligence, Financial Modeling, Financial Structuring, Alternative Investments
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance/Economics
Fordham University - Gabelli School of Business 1981 — 1985
BS, Finance
Edward Dunleavy's Salomon Brothers Inc. Experience 1981 - 1990
Job President at Shepherdstown Battlefield Preservation Association Inc.
Industry Nonprofit Organization Management
Experience
Shepherdstown Battlefield Preservation Association Inc. October 2004 - Present
Gruntal Securities 1999 - 2001
EVEREN Securities 1995 - 1999
EVEREN Securities (now Wachovia Securities) 1995 - 1999
Salomon Brothers Inc 1981 - 1990
Skills
Investor Relations, Investments, Due Diligence, Mergers, Strategic Planning, Private Equity, Real Estate, Valuation, Team Building, Alternative Investments, Asset Managment, Managerial Finance, Public Speaking, Organizational..., Portfolio Management, Hedge Funds
Education
Rutgers, The State University of New Jersey-Newark 1961 — 1966
Graduate, Undergrad:Economics, MBA:Finance
Shepherdstown Battlefield Preservation Association Inc. October 2004 - Present
Gruntal Securities 1999 - 2001
EVEREN Securities 1995 - 1999
EVEREN Securities (now Wachovia Securities) 1995 - 1999
Salomon Brothers Inc 1981 - 1990
Skills
Investor Relations, Investments, Due Diligence, Mergers, Strategic Planning, Private Equity, Real Estate, Valuation, Team Building, Alternative Investments, Asset Managment, Managerial Finance, Public Speaking, Organizational..., Portfolio Management, Hedge Funds
Education
Rutgers, The State University of New Jersey-Newark 1961 — 1966
Graduate, Undergrad:Economics, MBA:Finance
irvin goldman's Salomon Brothers Inc. Experience February 1984 - June 1988
Job
Industry Financial Services
Experience
JPMorgan Chase January 2008 - August 2008
Cantor Fitzgerald & Co. June 2003 - November 2007
Goldrock Entertainment January 2002 - June 2003
Goldrock Capital Management March 2001 - December 2001
Credit Suisse First Boston June 1988 - February 2001
Salomon Brothers Inc February 1984 - June 1988
Education
New York University 1983 — 1984
MBA
New York University - Leonard N. Stern School of Business 1979 — 1984
BS
JPMorgan Chase January 2008 - August 2008
Cantor Fitzgerald & Co. June 2003 - November 2007
Goldrock Entertainment January 2002 - June 2003
Goldrock Capital Management March 2001 - December 2001
Credit Suisse First Boston June 1988 - February 2001
Salomon Brothers Inc February 1984 - June 1988
Education
New York University 1983 — 1984
MBA
New York University - Leonard N. Stern School of Business 1979 — 1984
BS
James Kase's Salomon Brothers Inc. Experience February 1983 - October 1986
Job Global Head of IR at Capula Investment Management LLP
Industry Financial Services
Experience
Capula Investment Management LLP September 2013 - Present
STATE STREET GLOBAL ADVISORS March 2009 - September 2012
ING Investment Management Americas October 2005 - January 2009
MERRILL LYNCH INVESTMENT MANAGERS March 2000 - October 2005
LEHMAN BROTHERS INC October 1995 - March 2000
SWISS BANK CORPORATION October 1993 - October 1995
BANKERS TRUST COMPANY October 1986 - October 1993
SALOMON BROTHERS INC February 1983 - October 1986
Skills
Business Strategy, Strategic Partnerships, Relationship Marketing, Sales Management, Alternative Investments, Asset Managment, Innovation, Change Management, Revenue & Profit Growth, Fixed Income, Hedge Funds, Equities, Derivatives, Investments, ETFs, Financial Services, Management, Commodity, Bonds, Series 7, Institutional..., Strategy, Portfolio Management, Finance, Capital Markets, Relationship Management, Business Development, Financial Markets, Structured Products, Investment Management, Investment Banking, Securities, Asset Allocation, Mutual Funds, Structured Finance, Strategic Planning
Education
Brown University
BA, Political Science
Hamden Hall Country Day School 1975 — 1978
Capula Investment Management LLP September 2013 - Present
STATE STREET GLOBAL ADVISORS March 2009 - September 2012
ING Investment Management Americas October 2005 - January 2009
MERRILL LYNCH INVESTMENT MANAGERS March 2000 - October 2005
LEHMAN BROTHERS INC October 1995 - March 2000
SWISS BANK CORPORATION October 1993 - October 1995
BANKERS TRUST COMPANY October 1986 - October 1993
SALOMON BROTHERS INC February 1983 - October 1986
Skills
Business Strategy, Strategic Partnerships, Relationship Marketing, Sales Management, Alternative Investments, Asset Managment, Innovation, Change Management, Revenue & Profit Growth, Fixed Income, Hedge Funds, Equities, Derivatives, Investments, ETFs, Financial Services, Management, Commodity, Bonds, Series 7, Institutional..., Strategy, Portfolio Management, Finance, Capital Markets, Relationship Management, Business Development, Financial Markets, Structured Products, Investment Management, Investment Banking, Securities, Asset Allocation, Mutual Funds, Structured Finance, Strategic Planning
Education
Brown University
BA, Political Science
Hamden Hall Country Day School 1975 — 1978
Gaylord Jackson's Salomon Brothers Inc. Experience August 1987 - April 1998
Job Experienced Controller/Financial Analyst/Accounting Manager
Industry Accounting
Experience
Actsoft January 2010 - Present
Coca-Cola Enterprises, Inc. May 2002 - September 2004
PriceWaterhouseCoopers LLP July 1998 - March 2002
Salomon Brothers, Inc August 1987 - April 1998
Skills
Internal Controls, Auditing, Financial Reporting, Financial Accounting, Accounting, Financial Analysis, Accounts Payable, Account Reconciliation, Cash Management, Analysis, Accounts Receivable, Financial Statements, Variance Analysis
Education
Queens College
Bachelor of Arts,, Accounting/Economics
Actsoft January 2010 - Present
Coca-Cola Enterprises, Inc. May 2002 - September 2004
PriceWaterhouseCoopers LLP July 1998 - March 2002
Salomon Brothers, Inc August 1987 - April 1998
Skills
Internal Controls, Auditing, Financial Reporting, Financial Accounting, Accounting, Financial Analysis, Accounts Payable, Account Reconciliation, Cash Management, Analysis, Accounts Receivable, Financial Statements, Variance Analysis
Education
Queens College
Bachelor of Arts,, Accounting/Economics
Kumar Doraiswami's Salomon Brothers Inc. Experience 1990 - 1992
Job TrueEX LLC
Industry Financial Services
Experience
trueEX Group LLC August 2014 - Present
Tribeca Angels June 2014 - Present
Angle Light Partners, LP April 2009 - July 2014
Natixis Capital Markets Inc. June 2004 - March 2009
Bankers Trust/Deutsche Bank 1992 - 2001
Salomon Brothers Inc. 1990 - 1992
Skills
Portfolio Management, Sell Side, Entrepreneurship, Capital Markets, Hedge Funds, Structured Products, Fixed Income, Derivatives, Equities, Investment Banking, Structured Finance, Equity Derivatives, Financial Structuring, Alternative Investments, Asset Managment, Emerging Markets, Credit Derivatives, Trading, Currency, Quantitative Finance, Asset Management, Bonds, Financial Markets, Commodity, Risk Management, Mutual Funds, Financial Services, Foreign Exchange
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance
University of Rochester 1983 — 1984
M.S., Mechanical & Aerospace Science
Indian Institute of Technology, Madras 1978 — 1983
B.Tech., Mechanical Engineering
trueEX Group LLC August 2014 - Present
Tribeca Angels June 2014 - Present
Angle Light Partners, LP April 2009 - July 2014
Natixis Capital Markets Inc. June 2004 - March 2009
Bankers Trust/Deutsche Bank 1992 - 2001
Salomon Brothers Inc. 1990 - 1992
Skills
Portfolio Management, Sell Side, Entrepreneurship, Capital Markets, Hedge Funds, Structured Products, Fixed Income, Derivatives, Equities, Investment Banking, Structured Finance, Equity Derivatives, Financial Structuring, Alternative Investments, Asset Managment, Emerging Markets, Credit Derivatives, Trading, Currency, Quantitative Finance, Asset Management, Bonds, Financial Markets, Commodity, Risk Management, Mutual Funds, Financial Services, Foreign Exchange
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance
University of Rochester 1983 — 1984
M.S., Mechanical & Aerospace Science
Indian Institute of Technology, Madras 1978 — 1983
B.Tech., Mechanical Engineering
Richard Vinchesi's Salomon Brothers Inc. Experience 1988 - 1996
Job Founder & CEO, Olympic Advisors, Inc.
Industry Management Consulting
Experience
Olympic Advisors, Inc. 2001 - Present
Personify, Inc. 1999 - 2001
InterAct Electronic Marketing, Inc. 1996 - 1999
Salomon Brothers Inc 1988 - 1996
Skills
Asset Management, Private Equity, Sales, E-commerce, Business Strategy, Venture Capital, Marketing Strategy, Mergers, Strategic Planning, Entrepreneurship, Management Consulting, Analytics, Strategic Partnerships, SaaS, Financial Services, Executive Management, Finance, Start-ups, Business Planning, Emerging Markets, Corporate Finance, Mergers & Acquisitions, Banking, Asset Managment, Angel Investing, Financial Modeling, Microsoft Excel, Investment Banking, Strategy, Investments, Forecasting, Revenue Analysis
Education
Northwestern University - Kellogg School of Management
MM (MBA), Strategy / Operations Management
New York University - Leonard N. Stern School of Business
BS, Finance / Economics
Olympic Advisors, Inc. 2001 - Present
Personify, Inc. 1999 - 2001
InterAct Electronic Marketing, Inc. 1996 - 1999
Salomon Brothers Inc 1988 - 1996
Skills
Asset Management, Private Equity, Sales, E-commerce, Business Strategy, Venture Capital, Marketing Strategy, Mergers, Strategic Planning, Entrepreneurship, Management Consulting, Analytics, Strategic Partnerships, SaaS, Financial Services, Executive Management, Finance, Start-ups, Business Planning, Emerging Markets, Corporate Finance, Mergers & Acquisitions, Banking, Asset Managment, Angel Investing, Financial Modeling, Microsoft Excel, Investment Banking, Strategy, Investments, Forecasting, Revenue Analysis
Education
Northwestern University - Kellogg School of Management
MM (MBA), Strategy / Operations Management
New York University - Leonard N. Stern School of Business
BS, Finance / Economics
Corinne McIntosh-Douglas's Salomon Brothers Inc. Experience 1993 - 1995
Job Board member
Industry Financial Services
Experience
Congress Heights Main Streets January 2011 - September 2012
Wilson Advisory Group August 2010 - August 2012
Independent Contractor 2007 - 2012
Vince Gray for Mayor 2010 - 2010
Overseas Private Investment Corporation 1996 - 2006
Williams Capital Group 1995 - 1996
Salomon Brothers Inc 1993 - 1995
A. I. Credit Corp. (AIG) 1989 - 1993
Chase Manhattan Bank 1981 - 1987
Skills
Small Business Lending, Credit term negotiations, Loan Work-outs, Loan Auditing, International Project..., International..., Collateral Generation, Litigation Support, Advanced Budgeting for..., Database Mining, Credit, Public Speaking, Negotiation, Contract Negotiation, Research, Nonprofits
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Marketing, International Business
Harvard University 1975 — 1980
B.A., Government
Congress Heights Main Streets January 2011 - September 2012
Wilson Advisory Group August 2010 - August 2012
Independent Contractor 2007 - 2012
Vince Gray for Mayor 2010 - 2010
Overseas Private Investment Corporation 1996 - 2006
Williams Capital Group 1995 - 1996
Salomon Brothers Inc 1993 - 1995
A. I. Credit Corp. (AIG) 1989 - 1993
Chase Manhattan Bank 1981 - 1987
Skills
Small Business Lending, Credit term negotiations, Loan Work-outs, Loan Auditing, International Project..., International..., Collateral Generation, Litigation Support, Advanced Budgeting for..., Database Mining, Credit, Public Speaking, Negotiation, Contract Negotiation, Research, Nonprofits
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Marketing, International Business
Harvard University 1975 — 1980
B.A., Government
Brian Saunders's Salomon Brothers Inc. Experience March 1985 - August 2000
Job Director at Citigroup
Industry Financial Services
Experience
Citigroup Global Markets March 1985 - Present
Salomon Brothers Inc March 1985 - August 2000
Lanier Worldwide September 1983 - January 1985
Education
Fordham Gabelli School of Business 1989 — 1991
MBA, Finance
Saint Bonaventure University 1979 — 1983
BA, Finance
Citigroup Global Markets March 1985 - Present
Salomon Brothers Inc March 1985 - August 2000
Lanier Worldwide September 1983 - January 1985
Education
Fordham Gabelli School of Business 1989 — 1991
MBA, Finance
Saint Bonaventure University 1979 — 1983
BA, Finance
Walter DeCanio's Salomon Brothers Inc. Experience January 1985 - January 1993
Job Senior Vice President, AML Compliance at Citi
Industry Financial Services
Experience
Citi December 2010 - Present
Bank of America March 2007 - September 2009
Cowen and Company March 1999 - March 2007
Banker's Trust January 1995 - January 1999
Goldman, Sachs & Co January 1993 - January 1995
Salomon Brothers, Inc January 1985 - January 1993
Skills
Mergers, Finance, Contract Negotiation, Mergers & Acquisitions, Investment Banking, Management, Six Sigma, Process Improvement, Business Analysis, Banking
Education
Saint Peter's University 1981 — 1985
BS, Finance, Economics
Monsignor Farrell 1977 — 1981
University of Phoenix
MBA (In Progress)
Citi December 2010 - Present
Bank of America March 2007 - September 2009
Cowen and Company March 1999 - March 2007
Banker's Trust January 1995 - January 1999
Goldman, Sachs & Co January 1993 - January 1995
Salomon Brothers, Inc January 1985 - January 1993
Skills
Mergers, Finance, Contract Negotiation, Mergers & Acquisitions, Investment Banking, Management, Six Sigma, Process Improvement, Business Analysis, Banking
Education
Saint Peter's University 1981 — 1985
BS, Finance, Economics
Monsignor Farrell 1977 — 1981
University of Phoenix
MBA (In Progress)
Nitin Bagal's Salomon Brothers Inc. Experience 1992 - 1994
Job Vice President AIG Financial Products Corp.
Industry Financial Services
Experience
AIG Financial Products Corp. June 2001 - February 2013
TIAA-CREF May 1996 - May 2001
Salomon Brothers Inc 1992 - 1994
Skills
Structured Finance, Investment Banking, Portfolio Management, Emerging Markets, Derivatives, Finance, Credit
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
Haverford College 1988 — 1992
BA, Economics
International School Manila 1984 — 1988
AIG Financial Products Corp. June 2001 - February 2013
TIAA-CREF May 1996 - May 2001
Salomon Brothers Inc 1992 - 1994
Skills
Structured Finance, Investment Banking, Portfolio Management, Emerging Markets, Derivatives, Finance, Credit
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
Haverford College 1988 — 1992
BA, Economics
International School Manila 1984 — 1988
Howard Brazinsky's Salomon Brothers Inc. Experience January 1992 - January 1993
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
John JC McKenzie's Salomon Brothers Inc. Experience 1978 - 1987
Job Experienced Investment Banker
Industry Investment Banking
Experience
GE Capital Corporation 1996 - 2000
Smith Barney, Inc. 1988 - 1995
Salomon Brothers Inc 1978 - 1987
Goldman, Sachs & Co. 1975 - 1977
Education
The Tuck School of Business at Dartmouth 1973 — 1975
MBA, Finance & Accounting
Dartmouth College 1968 — 1972
B.A., Economics, w/high distinction
GE Capital Corporation 1996 - 2000
Smith Barney, Inc. 1988 - 1995
Salomon Brothers Inc 1978 - 1987
Goldman, Sachs & Co. 1975 - 1977
Education
The Tuck School of Business at Dartmouth 1973 — 1975
MBA, Finance & Accounting
Dartmouth College 1968 — 1972
B.A., Economics, w/high distinction
Sarah Quinlan's Salomon Brothers Inc. Experience 1984 - 1987
Job SVP Market Insights at MasterCard Advisors
Industry Financial Services
Experience
MasterCard Advisors January 2013 - Present
Quinlan Savini Asset Management January 2012 - November 2012
Saad Financial Services 2006 - 2009
Salomon Brothers Inc 1984 - 1987
Skills
Asset Managment, Investments, Private Equity, Risk Management, Hedge Funds, Alternative Investments, Equities, Mutual Funds, Portfolio Management, Wealth Management, Investment Advisory, Asset Allocation, Fixed Income, Trading, Derivatives, Investment Strategies, Capital Markets, Bonds, Commodity, Financial Markets, Asset Management, Bloomberg, Investment Banking, Valuation
Education
The University of Chicago Booth School of Business 1982 — 1984
MBA, Finance and Accounting
University of Chicago 1978 — 1982
Bachelor of Arts (B.A.), Politics, Economics, Rhetoric and Law, with Honors
MasterCard Advisors January 2013 - Present
Quinlan Savini Asset Management January 2012 - November 2012
Saad Financial Services 2006 - 2009
Salomon Brothers Inc 1984 - 1987
Skills
Asset Managment, Investments, Private Equity, Risk Management, Hedge Funds, Alternative Investments, Equities, Mutual Funds, Portfolio Management, Wealth Management, Investment Advisory, Asset Allocation, Fixed Income, Trading, Derivatives, Investment Strategies, Capital Markets, Bonds, Commodity, Financial Markets, Asset Management, Bloomberg, Investment Banking, Valuation
Education
The University of Chicago Booth School of Business 1982 — 1984
MBA, Finance and Accounting
University of Chicago 1978 — 1982
Bachelor of Arts (B.A.), Politics, Economics, Rhetoric and Law, with Honors
Christine Dawydiak's Salomon Brothers Inc. Experience September 1992 - December 1996
Job Graphic Designer/Presentations Specialist
Industry Marketing and Advertising
Experience
Pershing March 2010 - March 2011
JM Communications Consulting November 2008 - December 2009
Morgan Stanley August 2005 - February 2007
Current Medical Directions Inc September 1998 - July 2004
Salomon Brothers Inc September 1992 - December 1996
McGraw-Hill Inc / FW Dodge Division January 1989 - May 1992
Skills
Graphic Communication, Internal Communications, Publishing, Visual Identity, Medical Communications, Creative Direction, Branding & Identity, Corporate Branding, Web Design, Creative Services, Graphic Design, Newsletters, InDesign, Editing, Marketing, Management, Collateral, Proposal Writing, Marketing Management, Graphics, Brochures, Adobe Acrobat, Publications, Brand Development, QuarkXPress
Education
Parsons School of Design
Certificate
Smith College
BA
Pershing March 2010 - March 2011
JM Communications Consulting November 2008 - December 2009
Morgan Stanley August 2005 - February 2007
Current Medical Directions Inc September 1998 - July 2004
Salomon Brothers Inc September 1992 - December 1996
McGraw-Hill Inc / FW Dodge Division January 1989 - May 1992
Skills
Graphic Communication, Internal Communications, Publishing, Visual Identity, Medical Communications, Creative Direction, Branding & Identity, Corporate Branding, Web Design, Creative Services, Graphic Design, Newsletters, InDesign, Editing, Marketing, Management, Collateral, Proposal Writing, Marketing Management, Graphics, Brochures, Adobe Acrobat, Publications, Brand Development, QuarkXPress
Education
Parsons School of Design
Certificate
Smith College
BA
Tim Deegan's Salomon Brothers Inc. Experience 1986 - 1995
Job Managing Director at Daiwa Capital Markets America Inc.
Industry Investment Banking
Experience
Daiwa Capital Markets America Inc. May 1995 - Present
Salomon Brothers Inc 1986 - 1995
Bankers Trust Company 1982 - 1986
First Fidelity 1980 - 1983
Skills
Bloomberg, Capital Markets, Hedge Funds, Derivatives, Fixed Income, Investment Banking, Investments, Trading Systems, Equities, Alternative Investments, Securities, Portfolio Management
Education
Rider University 1976 — 1980
BS, Economic
Union Catholic High School
Union Catholic High School
Daiwa Capital Markets America Inc. May 1995 - Present
Salomon Brothers Inc 1986 - 1995
Bankers Trust Company 1982 - 1986
First Fidelity 1980 - 1983
Skills
Bloomberg, Capital Markets, Hedge Funds, Derivatives, Fixed Income, Investment Banking, Investments, Trading Systems, Equities, Alternative Investments, Securities, Portfolio Management
Education
Rider University 1976 — 1980
BS, Economic
Union Catholic High School
Union Catholic High School
William Pope's Salomon Brothers Inc. Experience October 1996 - April 1998
Job Senior Loan Closer at Siemens Financial Services
Industry Banking
Experience
Siemens Financial Services July 2014 - Present
Morgan Stanley December 2012 - July 2014
DEUTSCHE BANK TRUST COMPANY December 2003 - September 2011
DEUTSCHE BANK TRUST COMPANY January 2003 - September 2011
Total Return Swaps Group December 2003 - October 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INC April 2002 - August 2003
WILLIAM L. POPE April 1998 - April 2002
SALOMON BROTHERS INC October 1996 - April 1998
Skills
Microsoft Office, Loan IQ/Misys, Intralinks, Business Analysis, Team Building, Fixed Income, Credit, Loans, Accounting, Teamwork, Banking, Trading, Account Reconciliation, Software Documentation, Loan Servicing, Equities, Loan Origination, Investment Banking, Settlement, Finance, Options
Education
La Salle University 1988 — 1992
Bachelor, Science Business Administration; Finance
Siemens Financial Services July 2014 - Present
Morgan Stanley December 2012 - July 2014
DEUTSCHE BANK TRUST COMPANY December 2003 - September 2011
DEUTSCHE BANK TRUST COMPANY January 2003 - September 2011
Total Return Swaps Group December 2003 - October 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INC April 2002 - August 2003
WILLIAM L. POPE April 1998 - April 2002
SALOMON BROTHERS INC October 1996 - April 1998
Skills
Microsoft Office, Loan IQ/Misys, Intralinks, Business Analysis, Team Building, Fixed Income, Credit, Loans, Accounting, Teamwork, Banking, Trading, Account Reconciliation, Software Documentation, Loan Servicing, Equities, Loan Origination, Investment Banking, Settlement, Finance, Options
Education
La Salle University 1988 — 1992
Bachelor, Science Business Administration; Finance
Elmer Nakao's Salomon Brothers Inc. Experience 1985 - 1997
Job Director of Finance at Halekulani Corporation
Industry Hospitality
Experience
Halekulani Corporation 2012 - Present
First Hawaiian Bank 2010 - 2012
Citigroup Japan Holdings 2008 - 2010
Nikko Citigroup 2005 - 2008
Nikko Citigroup 2000 - 2005
Salomon Smith Barney 1997 - 2000
Salomon Brothers Inc. 1985 - 1997
Coopers & Lybrand 1980 - 1983
Skills
Wealth Management, Investment Banking, Securitization, Credit, Asset Managment, Series 7, Portfolio Management, Financial Modeling, Corporate Finance, Investments, Bloomberg, Credit Risk, Fixed Income, Asset Allocation, Risk Management, Market Risk, Capital Markets, Banking, Credit Derivatives, Structured Finance, Financial Analysis
Education
Stanford Graduate School of Business 1983 — 1985
MBA, Finance and International Business
University of Southern California 1978 — 1980
Bachelor of Science (BS), Accounting
Halekulani Corporation 2012 - Present
First Hawaiian Bank 2010 - 2012
Citigroup Japan Holdings 2008 - 2010
Nikko Citigroup 2005 - 2008
Nikko Citigroup 2000 - 2005
Salomon Smith Barney 1997 - 2000
Salomon Brothers Inc. 1985 - 1997
Coopers & Lybrand 1980 - 1983
Skills
Wealth Management, Investment Banking, Securitization, Credit, Asset Managment, Series 7, Portfolio Management, Financial Modeling, Corporate Finance, Investments, Bloomberg, Credit Risk, Fixed Income, Asset Allocation, Risk Management, Market Risk, Capital Markets, Banking, Credit Derivatives, Structured Finance, Financial Analysis
Education
Stanford Graduate School of Business 1983 — 1985
MBA, Finance and International Business
University of Southern California 1978 — 1980
Bachelor of Science (BS), Accounting
Leressa Crockett's Salomon Brothers Inc. Experience 1980 - 1990
Job bankruptcy attorney at Leressa Crockett Attorney at Law LLC
Industry Law Practice
Experience
Leressa Crockett Attorney at Law LLC Chief Executive OfficerYWCA of White Plains2005 - 2007
Salomon Brothers Inc 1980 - 1990
Education
University of California, Berkeley 1991 — 1994
Doctor of Law (J.D.), Law
Princeton University 1973 — 1975
MPA, Economics and Public Policy
Woodrow Wilson School at Princeton University 1973 — 1975
MPA, Economics and Public Policy
Antioch College 1969 — 1973
BA, Economics
Leressa Crockett Attorney at Law LLC Chief Executive OfficerYWCA of White Plains2005 - 2007
Salomon Brothers Inc 1980 - 1990
Education
University of California, Berkeley 1991 — 1994
Doctor of Law (J.D.), Law
Princeton University 1973 — 1975
MPA, Economics and Public Policy
Woodrow Wilson School at Princeton University 1973 — 1975
MPA, Economics and Public Policy
Antioch College 1969 — 1973
BA, Economics
Boris Karol's Salomon Brothers Inc. Experience January 1991 - January 1993
Job Client Relationship Manager at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management 2011 - Present
Aberdeen Asset Management January 2005 - 2011
Deutsche Asset Management (legacy Morgan Grenfell Capital Management) 2000 - January 2005
Deutsche Asset Management (legacy Morgan Grenfell Capital Management) 1998 - 2000
Harvest Food Company, Inc January 1997 - January 1998
Miller Anderson & Sherrerd, Subsidiary of Morgan Stanley Asset Management January 1993 - January 1997
Salomon Brothers, Inc January 1991 - January 1993
Skills
Fixed Income, Client Service, Portfolio Management, Institutional, Asset Management, Investor Relations
Education
Villanova University 1993 — 1996
MBA, Finance & Investments
American University 1987 — 1991
Bachelor of Science in Business Administration, Dual, Finance and Accounting
Aberdeen Asset Management 2011 - Present
Aberdeen Asset Management January 2005 - 2011
Deutsche Asset Management (legacy Morgan Grenfell Capital Management) 2000 - January 2005
Deutsche Asset Management (legacy Morgan Grenfell Capital Management) 1998 - 2000
Harvest Food Company, Inc January 1997 - January 1998
Miller Anderson & Sherrerd, Subsidiary of Morgan Stanley Asset Management January 1993 - January 1997
Salomon Brothers, Inc January 1991 - January 1993
Skills
Fixed Income, Client Service, Portfolio Management, Institutional, Asset Management, Investor Relations
Education
Villanova University 1993 — 1996
MBA, Finance & Investments
American University 1987 — 1991
Bachelor of Science in Business Administration, Dual, Finance and Accounting
Leo DeTerlizzi's Salomon Brothers Inc. Experience January 1980 - January 1993
Job supervisor at a. oliveri & sons
Industry Banking
Experience
a. oliveri & sons December 2011 - Present
Custodial Trust Co April 2000 - June 2009
Bear Stearns/JP Morgan January 1993 - June 2009
Bear Stearns 2000 - 2009
Bear Stearns January 2000 - January 2005
Deutsche Bank March 1994 - March 2000
Deutsche Bank January 1994 - January 2000
Salomon Brothers inc January 1980 - January 1993
Paine Webber January 1979 - January 1980
Skills
Securities, Fixed Income, Corporate Actions, Settlement, SWIFT payments, Trading, Cash Management, Banking, Account Reconciliation, Euroclear, Finance, Investment Banking, Equities, Prime Brokerage, Middle Office, Derivatives, Hedge Funds, Payments, Electronic Trading
Education
Saint Peters College 1980 — 1984
BS, Marketing
Saint Peter's University 1979 — 1984
bs, business/marketing
a. oliveri & sons December 2011 - Present
Custodial Trust Co April 2000 - June 2009
Bear Stearns/JP Morgan January 1993 - June 2009
Bear Stearns 2000 - 2009
Bear Stearns January 2000 - January 2005
Deutsche Bank March 1994 - March 2000
Deutsche Bank January 1994 - January 2000
Salomon Brothers inc January 1980 - January 1993
Paine Webber January 1979 - January 1980
Skills
Securities, Fixed Income, Corporate Actions, Settlement, SWIFT payments, Trading, Cash Management, Banking, Account Reconciliation, Euroclear, Finance, Investment Banking, Equities, Prime Brokerage, Middle Office, Derivatives, Hedge Funds, Payments, Electronic Trading
Education
Saint Peters College 1980 — 1984
BS, Marketing
Saint Peter's University 1979 — 1984
bs, business/marketing
Julie Glennon's Salomon Brothers Inc. Experience 1978 - 1997
Job Managing Director at Citigroup
Industry Financial Services
Experience
Citigroup June 2006 - Present
Citigroup January 1998 - June 2006
Salomon Brothers Inc 1978 - 1997
Skills
Fixed Income, Bonds, Trading, Capital Markets, Securities, Hedge Funds, Equities, Derivatives, Risk Management, Investment Banking
Education
Hollins University
BA, Economics
Citigroup June 2006 - Present
Citigroup January 1998 - June 2006
Salomon Brothers Inc 1978 - 1997
Skills
Fixed Income, Bonds, Trading, Capital Markets, Securities, Hedge Funds, Equities, Derivatives, Risk Management, Investment Banking
Education
Hollins University
BA, Economics
Jacqueline (Cunningham) Fliszary's Salomon Brothers Inc. Experience November 1988 - April 1991
Job Capital Markets Documentation
Industry Financial Services
Experience
UBS Investment Bank April 2012 - Present
Citigroup Global Markets Inc. November 2010 - April 2012
Credit Suisse (Axiom Legal) February 2009 - September 2010
JPMorgan Chase & Co. April 1991 - June 2008
Salomon Brothers Inc. November 1988 - April 1991
Skills
Derivatives, Hedge Funds, Capital Markets, Prime Brokerage, Fixed Income
Education
Fordham University School of Law 1992 — 1995
J.D.
Brooklyn Law School 1991 — 1992
Fordham University 1984 — 1988
B.A., Communications
UBS Investment Bank April 2012 - Present
Citigroup Global Markets Inc. November 2010 - April 2012
Credit Suisse (Axiom Legal) February 2009 - September 2010
JPMorgan Chase & Co. April 1991 - June 2008
Salomon Brothers Inc. November 1988 - April 1991
Skills
Derivatives, Hedge Funds, Capital Markets, Prime Brokerage, Fixed Income
Education
Fordham University School of Law 1992 — 1995
J.D.
Brooklyn Law School 1991 — 1992
Fordham University 1984 — 1988
B.A., Communications
Lou Balestriere's Salomon Brothers Inc. Experience July 1988 - September 1995
Job Principal Attorney, Law Offices of Louis Balestriere
Industry Law Practice
Experience
Law Offices of Louis Balestriere December 2004 - Present
Smith Barney October 1995 - August 2002
Salomon Brothers, Inc July 1988 - September 1995
Skills
Real Estate
Education
St. John's University School of Law
Juris Doctor
Saint John's University
Bachelor of Science, Finance
Law Offices of Louis Balestriere December 2004 - Present
Smith Barney October 1995 - August 2002
Salomon Brothers, Inc July 1988 - September 1995
Skills
Real Estate
Education
St. John's University School of Law
Juris Doctor
Saint John's University
Bachelor of Science, Finance
Christine Duggan's Salomon Brothers Inc. Experience November 1986 - February 1987
Job Executive Director at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase February 2013 - Present
JPMorgan Chase January 1995 - Present
Aquila Management Corp - Aquila Distributors, Inc. December 1990 - January 1995
National Westminster BanCorp NJ (formerly First Jersey) August 1987 - August 1990
Marivest, Marine Midland Bank February 1987 - August 1987
Salomon Brothers, Inc November 1986 - February 1987
The Bank of New York July 1985 - November 1986
Skills
SDLC, Requirements Gathering, Business Analysis, Business Requirements, Fixed Income, Accounting, Equities, User Acceptance Testing, Financial Services, Data Warehousing, Vendor Management, Requirements Analysis, Banking, PMO, Risk Management, SQL, Mutual Funds, Visio, Process Improvement, Project Management, SharePoint, Software Project..., DB2, Program Management, COBOL, Oracle, Agile Methodologies, ETL
Education
Hofstra University 1981 — 1985
BBA Public Accounting, Accounting, Finance and Math
JPMorgan Chase February 2013 - Present
JPMorgan Chase January 1995 - Present
Aquila Management Corp - Aquila Distributors, Inc. December 1990 - January 1995
National Westminster BanCorp NJ (formerly First Jersey) August 1987 - August 1990
Marivest, Marine Midland Bank February 1987 - August 1987
Salomon Brothers, Inc November 1986 - February 1987
The Bank of New York July 1985 - November 1986
Skills
SDLC, Requirements Gathering, Business Analysis, Business Requirements, Fixed Income, Accounting, Equities, User Acceptance Testing, Financial Services, Data Warehousing, Vendor Management, Requirements Analysis, Banking, PMO, Risk Management, SQL, Mutual Funds, Visio, Process Improvement, Project Management, SharePoint, Software Project..., DB2, Program Management, COBOL, Oracle, Agile Methodologies, ETL
Education
Hofstra University 1981 — 1985
BBA Public Accounting, Accounting, Finance and Math
Stephen Meyler's Salomon Brothers Inc. Experience June 1986 - February 1988
Job Vice President at Corporate Electric Group, Inc.
Industry Construction
Experience
Corporate Electric Group, Inc August 2009 - Present
Goldman Sachs & Company January 2000 - August 2009
Spear, Leeds & Kellogg LP March 1994 - January 2000
Daiwa Securities America January 1993 - March 1994
CS First Boston March 1988 - February 1992
Salomon Brothers, Inc June 1986 - February 1988
NYC Dept. of Parks - Orchard Beach LG 1979 - 1985
Skills
Trading, Equity Derivatives, Equities, Derivatives, Options, Financial Analysis, Management, ETFs, Finance, Fixed Income, Hedging, Portfolio Management
Education
Manhattan College 1982 — 1986
BS, Finance
St.Nicholas of Tolentine 1978 — 1982
Regents Diploma
Corporate Electric Group, Inc August 2009 - Present
Goldman Sachs & Company January 2000 - August 2009
Spear, Leeds & Kellogg LP March 1994 - January 2000
Daiwa Securities America January 1993 - March 1994
CS First Boston March 1988 - February 1992
Salomon Brothers, Inc June 1986 - February 1988
NYC Dept. of Parks - Orchard Beach LG 1979 - 1985
Skills
Trading, Equity Derivatives, Equities, Derivatives, Options, Financial Analysis, Management, ETFs, Finance, Fixed Income, Hedging, Portfolio Management
Education
Manhattan College 1982 — 1986
BS, Finance
St.Nicholas of Tolentine 1978 — 1982
Regents Diploma
Patricia A. Sloan's Salomon Brothers Inc. Experience August 1972 - January 1988
Job Independent Financial Services Professional
Industry Financial Services
Experience
Ranieri & Co., Inc. 1988 - January 2001
Salomon Brothers Inc August 1972 - January 1988
Education
Northwestern University - Kellogg School of Management
MBA, Finance
Harvard University 1961 — 1965
AB, Economics
Ranieri & Co., Inc. 1988 - January 2001
Salomon Brothers Inc August 1972 - January 1988
Education
Northwestern University - Kellogg School of Management
MBA, Finance
Harvard University 1961 — 1965
AB, Economics
Barbara Kuchar's Salomon Brothers Inc. Experience September 1985 - April 1991
Job Vice President Corporate Benefits at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 1991 - Present
Salomon Brothers Inc September 1985 - April 1991
Skills
Performance Management, HR Consulting, Employee Benefits, Talent Management, Leadership Development, Divestitures, Resume Writing, Human Resources, Contract Negotiation, Organizational..., Employee Engagement, Change Management, Strategic Planning, Benefits Administration, Deferred Compensation, HRIS, Succession Planning, Organizational Design, FMLA, Employee Relations, Organizational..., Mergers & Acquisitions, Talent Acquisition, Coaching, Process Improvement, Workforce Planning, Onboarding, Team Building
Education
Mount Holyoke College 1978 — 1982
Bachelor of Science (BS), Economics, Art History
JPMorgan Chase April 1991 - Present
Salomon Brothers Inc September 1985 - April 1991
Skills
Performance Management, HR Consulting, Employee Benefits, Talent Management, Leadership Development, Divestitures, Resume Writing, Human Resources, Contract Negotiation, Organizational..., Employee Engagement, Change Management, Strategic Planning, Benefits Administration, Deferred Compensation, HRIS, Succession Planning, Organizational Design, FMLA, Employee Relations, Organizational..., Mergers & Acquisitions, Talent Acquisition, Coaching, Process Improvement, Workforce Planning, Onboarding, Team Building
Education
Mount Holyoke College 1978 — 1982
Bachelor of Science (BS), Economics, Art History
Catherine Kane Danielsson's Salomon Brothers Inc. Experience 1980 - 1987
Job CPA
Industry Accounting
Experience
Self Employed January 2013 - Present
Seligman Securities Inc. 1987 - 1989
Salomon Brothers Inc. 1980 - 1987
Arthur Young & Company 1977 - 1980
Skills
Accounting, Tax Preparation, Financial Statement..., Auditing, Accounts Payable, QuickBooks, Finance
Education
Long Island University, Brooklyn Campus 1973 — 1977
Bachelor of Science (BS), Accounting
Self Employed January 2013 - Present
Seligman Securities Inc. 1987 - 1989
Salomon Brothers Inc. 1980 - 1987
Arthur Young & Company 1977 - 1980
Skills
Accounting, Tax Preparation, Financial Statement..., Auditing, Accounts Payable, QuickBooks, Finance
Education
Long Island University, Brooklyn Campus 1973 — 1977
Bachelor of Science (BS), Accounting
Frank J. Kinney's Salomon Brothers Inc. Experience April 1996 - September 1996
Job Nomura Securities Head of Industrials
Industry Investment Banking
Experience
Nomura August 2014 - Present
Trireme Energy Holdings, a Terra Firma Capital Partners Company March 2011 - Present
First Reserve Corporation January 2014 - August 2014
Deutsche Bank November 2002 - June 2013
Goldman Sachs September 1996 - August 2002
Salomon Brothers Inc April 1996 - September 1996
Goldman Sachs September 1986 - March 1996
Skills
Mergers and Acquisitions, Strategic Advisory, Equity and Debt..., Structured Financing, Investment Banking, Capital Markets, Fixed Income, Equities, Derivatives, Credit Derivatives, Financial Structuring, Structured Finance, Emerging Markets
Education
Boston College
Bachelor of Arts (B.A.)
Yale University
Master of Business Administration (MBA)
Nomura August 2014 - Present
Trireme Energy Holdings, a Terra Firma Capital Partners Company March 2011 - Present
First Reserve Corporation January 2014 - August 2014
Deutsche Bank November 2002 - June 2013
Goldman Sachs September 1996 - August 2002
Salomon Brothers Inc April 1996 - September 1996
Goldman Sachs September 1986 - March 1996
Skills
Mergers and Acquisitions, Strategic Advisory, Equity and Debt..., Structured Financing, Investment Banking, Capital Markets, Fixed Income, Equities, Derivatives, Credit Derivatives, Financial Structuring, Structured Finance, Emerging Markets
Education
Boston College
Bachelor of Arts (B.A.)
Yale University
Master of Business Administration (MBA)
Salomon Brothers
Salomon Smith Barney
Paine Webber
PaineWebber
Drexel Burnham Lambert
Paine Webber, Inc
Soloman Smith Barney
Solomon Brothers