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
Julie McKinney Julie McKinney's Salomon Brothers Inc. Experience 1978 - 1987
Job Paralegal at Dooley & Associates, P.C.
Industry Legal Services
Experience
Dooley & Associates, P.C. April 2004 - Present
Salomon Brothers, Inc. 1978 - 1987
Education
Emory University
Bachelor of Arts ; Graduated magna cum laude, History
Georgia State University
Master of Business Administration (MBA), Corporate Finance
Dooley & Associates, P.C. April 2004 - Present
Salomon Brothers, Inc. 1978 - 1987
Education
Emory University
Bachelor of Arts ; Graduated magna cum laude, History
Georgia State University
Master of Business Administration (MBA), Corporate Finance
Lillian Yee Lillian Yee's Salomon Brothers Inc. Experience 1992 - 1996
Job Chief Financial Officer at PlugnGo Electrix
Industry Accounting
Experience
Various organizations 1996 - Present
Private Family Trust 1994 - Present
Plug-n-Go Electrix March 2011 - 2014
Salomon Brothers Inc. 1992 - 1996
Arthur Andersen and Co. 1989 - 1992
Skills
Internal Controls, General Ledger, Management, Fundraising, Financial Accounting, Financial Analysis, Managerial Finance, Risk Management, Financial Reporting, Auditing, Start-ups, Internal Audit, CPA, Finance, Financial Audits, Strategic Financial..., Financial Statements, Business Planning, Accounting, Tax, Financial Planning
Education
University of Southern California
B.S.
Washington University in St. Louis
Various organizations 1996 - Present
Private Family Trust 1994 - Present
Plug-n-Go Electrix March 2011 - 2014
Salomon Brothers Inc. 1992 - 1996
Arthur Andersen and Co. 1989 - 1992
Skills
Internal Controls, General Ledger, Management, Fundraising, Financial Accounting, Financial Analysis, Managerial Finance, Risk Management, Financial Reporting, Auditing, Start-ups, Internal Audit, CPA, Finance, Financial Audits, Strategic Financial..., Financial Statements, Business Planning, Accounting, Tax, Financial Planning
Education
University of Southern California
B.S.
Washington University in St. Louis
John Lover John Lover's Salomon Brothers Inc. Experience September 1982 - September 1990
Job Fixed Income Operations
Industry Investment Banking
Experience
Mitsubishi UFJ Securities (USA), Inc. September 1992 - November 2014
The Grand Sutton September 1990 - September 1991
Salomon Brothers, Inc. September 1982 - September 1990
Breed,Abbott, and Morgan July 1974 - September 1982
Skills
Fixed Income, Trading, Good knowledge of..., Process Improvement, identify problems and..., Communication, Multi-task & Handle..., Derivatives, Bonds, Adapt well to changes,..., situations and take the..., ICI Platform, Bank of New York GSCX..., Securities, Accesedge, Finance Pro
Education
St. Francis College 1976 — 1980
Bachelor's Degree, History
Bishop Ford High School 1972 — 1976
High School, Social Studies, Math, English, Religion, Spanish, Biology, Chemistry, Physics, Physical Education, B
Mitsubishi UFJ Securities (USA), Inc. September 1992 - November 2014
The Grand Sutton September 1990 - September 1991
Salomon Brothers, Inc. September 1982 - September 1990
Breed,Abbott, and Morgan July 1974 - September 1982
Skills
Fixed Income, Trading, Good knowledge of..., Process Improvement, identify problems and..., Communication, Multi-task & Handle..., Derivatives, Bonds, Adapt well to changes,..., situations and take the..., ICI Platform, Bank of New York GSCX..., Securities, Accesedge, Finance Pro
Education
St. Francis College 1976 — 1980
Bachelor's Degree, History
Bishop Ford High School 1972 — 1976
High School, Social Studies, Math, English, Religion, Spanish, Biology, Chemistry, Physics, Physical Education, B
Merrie Frankel Merrie Frankel's Salomon Brothers Inc. Experience 1983 - 1988
Job VP/Senior Credit OfficerCommercial Real Estate Finance at Moody's Investors Service
Industry Real Estate
Experience
Columbia University 2008 - Present
NYU- Schack Real Estate Institute 2004 - Present
Moody's Investors Service 1998 - Present
Argo Funds-O'Connor Group 1996 - 1998
Ernst & Young 1994 - 1996
Cushman & Wakefield, Inc 1990 - 1994
JP Morgan Securities, Inc 1988 - 1990
Salomon Brothers Inc. 1983 - 1988
Skills
Valuation, Due Diligence, Corporate Finance, Real Estate Economics, Financial Modeling, Asset Management, Investments, Private Equity, Capital Markets, Mergers & Acquisitions, Portfolio Management, Real Estate, Financial Analysis, Commercial Real Estate, REIT, Credit Analysis, Credit Research, Board of Directors, Board Governance, Advisory Boards
Education
Hofstra Univ School of Law and Graduate School of Business
JD/MBA, Law, Tax, Finance
University of Pennsylvania
Bachelor of Arts (BA), English Language and Literature/Letters
Columbia University 2008 - Present
NYU- Schack Real Estate Institute 2004 - Present
Moody's Investors Service 1998 - Present
Argo Funds-O'Connor Group 1996 - 1998
Ernst & Young 1994 - 1996
Cushman & Wakefield, Inc 1990 - 1994
JP Morgan Securities, Inc 1988 - 1990
Salomon Brothers Inc. 1983 - 1988
Skills
Valuation, Due Diligence, Corporate Finance, Real Estate Economics, Financial Modeling, Asset Management, Investments, Private Equity, Capital Markets, Mergers & Acquisitions, Portfolio Management, Real Estate, Financial Analysis, Commercial Real Estate, REIT, Credit Analysis, Credit Research, Board of Directors, Board Governance, Advisory Boards
Education
Hofstra Univ School of Law and Graduate School of Business
JD/MBA, Law, Tax, Finance
University of Pennsylvania
Bachelor of Arts (BA), English Language and Literature/Letters
Taylor Thomas Taylor Thomas's Salomon Brothers Inc. Experience August 1994 - May 1995
Job Owner, South Shore Capital Advisors
Industry Financial Services
Experience
South Shore Capital Advisors, LLC December 2006 - Present
Credit Suisse May 1999 - June 2006
Boardwalk Securities 1996 - 2004
Donaldson, Lufkin & Jenrette May 1995 - May 1999
Salomon Brothers, Inc. August 1994 - May 1995
Saatchi & Saatchi 1988 - 1991
Skills
Portfolio Management, Start-ups, Investments, Hedge Funds, Asset Allocation, Private Equity, Equities, Asset Management, Strategic Planning, Due Diligence, Mergers & Acquisitions, Securities, Venture Capital, Investment Banking, Financial Services
Education
The Tuck School of Business at Dartmouth 1992 — 1994
MBA
Dartmouth College 1984 — 1988
B.A., History
Chestnut Hill Academy 1972 — 1984
South Shore Capital Advisors, LLC December 2006 - Present
Credit Suisse May 1999 - June 2006
Boardwalk Securities 1996 - 2004
Donaldson, Lufkin & Jenrette May 1995 - May 1999
Salomon Brothers, Inc. August 1994 - May 1995
Saatchi & Saatchi 1988 - 1991
Skills
Portfolio Management, Start-ups, Investments, Hedge Funds, Asset Allocation, Private Equity, Equities, Asset Management, Strategic Planning, Due Diligence, Mergers & Acquisitions, Securities, Venture Capital, Investment Banking, Financial Services
Education
The Tuck School of Business at Dartmouth 1992 — 1994
MBA
Dartmouth College 1984 — 1988
B.A., History
Chestnut Hill Academy 1972 — 1984
Jennifer J. Cole, CFA, MBA, CFP® Jennifer J. Cole, CFA, MBA, CFP®'s Salomon Brothers Inc. Experience 1996 - 1997
Job Advisor ~ Planner ~ Advocate, Cole Financial Consulting, LLC
Industry Financial Services
Experience
Cole Financial Consulting, LLC 2009 - Present
First Union Capital Markets 1997 - 2000
Salomon Brothers, Inc. 1996 - 1997
Bear Stearns 1991 - 1996
A.G. Edwards & Sons, Inc. 1988 - 1991
Goldome Capital Investments, Inc. 1986 - 1988
Merrill Lynch 1981 - 1986
Education
Boston University 2008 — 2009
Certificate, Financial Planning
New York University - Leonard N. Stern School of Business 1983 — 1986
MBA, Finance
Colorado State University 1977 — 1981
BS, Finance/Economics
Cole Financial Consulting, LLC 2009 - Present
First Union Capital Markets 1997 - 2000
Salomon Brothers, Inc. 1996 - 1997
Bear Stearns 1991 - 1996
A.G. Edwards & Sons, Inc. 1988 - 1991
Goldome Capital Investments, Inc. 1986 - 1988
Merrill Lynch 1981 - 1986
Education
Boston University 2008 — 2009
Certificate, Financial Planning
New York University - Leonard N. Stern School of Business 1983 — 1986
MBA, Finance
Colorado State University 1977 — 1981
BS, Finance/Economics
Arin Goldman Arin Goldman's Salomon Brothers Inc. Experience 1982 - 2002
Job Independent Financial Services Professional
Industry Financial Services
Experience
Citigroup 2000 - 2002
Salomon Brothers, Inc. 1982 - 2002
Education
Columbia University - Columbia Business School
MBA, Finance and Accounting
University of Michigan School of Public Health
MHSA, Health Planning and Administration
University of Rochester
BA, Biology and Political Science
Citigroup 2000 - 2002
Salomon Brothers, Inc. 1982 - 2002
Education
Columbia University - Columbia Business School
MBA, Finance and Accounting
University of Michigan School of Public Health
MHSA, Health Planning and Administration
University of Rochester
BA, Biology and Political Science
Rodney V. Dawson Rodney V. Dawson's Salomon Brothers Inc. Experience June 1993 - August 1993
Job Deputy Manager Operations at IGATE Technologies, Inc.
Industry Financial Services
Experience
IGATE Technologies, Inc. October 2013 - Present
Independent Consultant March 2010 - October 2013
JPMorganChase January 2005 - February 2010
Independent Consultant August 2002 - December 2004
Alliance Capital Management Corporation February 1999 - August 2002
Merrill Lynch March 1994 - February 1999
Mellon Securities Transfer Services August 1993 - March 1994
Salomon Brothers, Inc. June 1993 - August 1993
National Association of Securities Dealers (NASD) November 1983 - December 1992
Skills
Risk Management, Financial Services, Fixed Income, Management, Business Analysis, Finance, Securities, Analysis, Equities, Financial Risk, Bloomberg, CRM, Credit Risk, Banking, Process Improvement, Investment Banking, Portfolio Management, Training, Trading, Data Integrity, Market Risk, Program Management, Strategic Planning, Financial Analysis, Credit, Recruiting, Account Reconciliation, Customer Service, Internal Controls, Operational Support, Operations Management, Asset Management, Financial Markets, Research, Vendor Relationships, Back Office, Middle Office, Settlement, Asset Managment, Operations, Monitoring Source..., Exception Maintenance, Security Master..., Vendor Relationship, Compliance, Quality Assurance, Client Relationship, Trade Reporting, Clearing, Bonds
Education
Hampton University
B.S., Finance
Bergen Community College - School of Continuing Education
Teaneck Community Education Center
IGATE Technologies, Inc. October 2013 - Present
Independent Consultant March 2010 - October 2013
JPMorganChase January 2005 - February 2010
Independent Consultant August 2002 - December 2004
Alliance Capital Management Corporation February 1999 - August 2002
Merrill Lynch March 1994 - February 1999
Mellon Securities Transfer Services August 1993 - March 1994
Salomon Brothers, Inc. June 1993 - August 1993
National Association of Securities Dealers (NASD) November 1983 - December 1992
Skills
Risk Management, Financial Services, Fixed Income, Management, Business Analysis, Finance, Securities, Analysis, Equities, Financial Risk, Bloomberg, CRM, Credit Risk, Banking, Process Improvement, Investment Banking, Portfolio Management, Training, Trading, Data Integrity, Market Risk, Program Management, Strategic Planning, Financial Analysis, Credit, Recruiting, Account Reconciliation, Customer Service, Internal Controls, Operational Support, Operations Management, Asset Management, Financial Markets, Research, Vendor Relationships, Back Office, Middle Office, Settlement, Asset Managment, Operations, Monitoring Source..., Exception Maintenance, Security Master..., Vendor Relationship, Compliance, Quality Assurance, Client Relationship, Trade Reporting, Clearing, Bonds
Education
Hampton University
B.S., Finance
Bergen Community College - School of Continuing Education
Teaneck Community Education Center
Roger Steed Roger Steed's Salomon Brothers Inc. Experience 1981 - 1998
Job President and Chief Investment Officer at
Industry Investment Management
Experience
KRS Capital Management, LLC 2007 - Present
KRS Capital Management, LLC 2007 - Present
Salomon Brothers Inc 1981 - 1998
Skills
Investments, Securities, Asset Management, Portfolio Management, Risk Management, Asset Managment, Alternative Investments, Financial Services, Corporate Finance, Asset Allocation, Business Strategy, Financial Risk, Valuation, Management, Banking, Private Equity, Equities, Start-ups, Management Consulting, Trading, Venture Capital
Education
University of Oklahoma 1972 — 1976
BBA, Finance
KRS Capital Management, LLC 2007 - Present
KRS Capital Management, LLC 2007 - Present
Salomon Brothers Inc 1981 - 1998
Skills
Investments, Securities, Asset Management, Portfolio Management, Risk Management, Asset Managment, Alternative Investments, Financial Services, Corporate Finance, Asset Allocation, Business Strategy, Financial Risk, Valuation, Management, Banking, Private Equity, Equities, Start-ups, Management Consulting, Trading, Venture Capital
Education
University of Oklahoma 1972 — 1976
BBA, Finance
Russ Lewis Russ Lewis's Salomon Brothers Inc. Experience November 1981 - September 1995
Job Green Field Construction Group
Industry Construction
Experience
Green Field Construction Group January 2011 - Present
Anlar, LLC June 2007 - May 2011
Kaskad Technology November 2005 - April 2007
GFI Group November 2000 - October 2005
Jefferies & Company, Inc. September 1995 - December 1999
Salomon Brothers, Inc. November 1981 - September 1995
Skills
Trading Systems, Capital Markets, Trading, Mergers & Acquisitions, Start-ups, Operations Management, Executive Management, Electronic Trading, Equities, Business Strategy, Construction Management, Equity Trading, Business Development, Investments, Real Estate Development, Project Planning, IT Strategy
Education
Pace University - Lubin School of Business 1985 — 1987
Master of Science, Investment Management
Drew University 1977 — 1981
BA, Political Science, History
Green Field Construction Group January 2011 - Present
Anlar, LLC June 2007 - May 2011
Kaskad Technology November 2005 - April 2007
GFI Group November 2000 - October 2005
Jefferies & Company, Inc. September 1995 - December 1999
Salomon Brothers, Inc. November 1981 - September 1995
Skills
Trading Systems, Capital Markets, Trading, Mergers & Acquisitions, Start-ups, Operations Management, Executive Management, Electronic Trading, Equities, Business Strategy, Construction Management, Equity Trading, Business Development, Investments, Real Estate Development, Project Planning, IT Strategy
Education
Pace University - Lubin School of Business 1985 — 1987
Master of Science, Investment Management
Drew University 1977 — 1981
BA, Political Science, History
Akira Hirai Akira Hirai's Salomon Brothers Inc. Experience January 1995 - February 1999
Job Startup Adviser & CEO of Cayenne Consulting
Industry Management Consulting
Experience
Cayenne Consulting November 2000 - Present
MyRaptor.com, Inc. November 1999 - November 2000
ID Networks, Inc. February 1999 - October 1999
Salomon Brothers, Inc. January 1995 - February 1999
Coopers & Lybrand October 1992 - November 1994
First Manhattan Consulting Group 1989 - 1991
Skills
Business Planning, Business Strategy, Strategic Planning, New Business Development, Market Planning, Marketing Strategy, Pricing, Start-ups, Financial Analysis, Competitive Analysis, Market Research, Financial Modeling, Market Analysis, Management Consulting, Due Diligence, Budgets, Strategic Consulting, Entrepreneurship, Angel Investing, Business Modeling, Venture Capital, Emerging Technologies, Go-to-market Strategy, Fundamental Analysis, International Business, Forecasting, Business Development, Product Management, Executive Management, Strategy, Finance, Consulting, Corporate Development, Investor Relations, Product Marketing, Financial Projections, Investor Presentations, Budgeting, Strategy Development, Planning, Entrepreneur, Business Growth, Cleantech, Valuation, Management, Analysis
Education
Harvard University 1985 — 1989
BA, Engineering Sciences
Mascoma Valley 1981 — 1985
Cayenne Consulting November 2000 - Present
MyRaptor.com, Inc. November 1999 - November 2000
ID Networks, Inc. February 1999 - October 1999
Salomon Brothers, Inc. January 1995 - February 1999
Coopers & Lybrand October 1992 - November 1994
First Manhattan Consulting Group 1989 - 1991
Skills
Business Planning, Business Strategy, Strategic Planning, New Business Development, Market Planning, Marketing Strategy, Pricing, Start-ups, Financial Analysis, Competitive Analysis, Market Research, Financial Modeling, Market Analysis, Management Consulting, Due Diligence, Budgets, Strategic Consulting, Entrepreneurship, Angel Investing, Business Modeling, Venture Capital, Emerging Technologies, Go-to-market Strategy, Fundamental Analysis, International Business, Forecasting, Business Development, Product Management, Executive Management, Strategy, Finance, Consulting, Corporate Development, Investor Relations, Product Marketing, Financial Projections, Investor Presentations, Budgeting, Strategy Development, Planning, Entrepreneur, Business Growth, Cleantech, Valuation, Management, Analysis
Education
Harvard University 1985 — 1989
BA, Engineering Sciences
Mascoma Valley 1981 — 1985
Darin Weeks's Salomon Brothers Inc. Experience June 1994 - September 1994
Job Entrepreneur (not seeking job opportunities)
Industry Internet
Experience
Supafab LLC April 2007 - Present
IAC Search & Media, Portal Properties (Excite, iWon, MyWay) September 2004 - April 2007
FunWeb Products & The Excite Network January 2002 - September 2004
Excite January 2001 - January 2002
iWon.com January 2000 - January 2002
Calypso Online 2000 - 2001
America Online June 1996 - January 1997
Salomon Brothers, Inc. June 1994 - September 1994
Entrepreneurial Ventures January 1987 - January 1994
Skills
Strategic Partnerships, Product Management, Marketing Strategy, CRM, Entrepreneurship, E-commerce, Business Strategy, Competitive Analysis, Project Management, Content Management, Content Strategy, User Experience, Web Design, Marketing, Cross-functional Team..., Social Media, Digital Strategy, Online Advertising, Digital Marketing, Digital Media
Education
University of Pennsylvania - The Wharton School 1995 — 1998
BS Economics, Strategic Management and E-Commerce
University of Pennsylvania - The Wharton School 1995 — 1998
Bachelor of Science (B.S.), Economics
Supafab LLC April 2007 - Present
IAC Search & Media, Portal Properties (Excite, iWon, MyWay) September 2004 - April 2007
FunWeb Products & The Excite Network January 2002 - September 2004
Excite January 2001 - January 2002
iWon.com January 2000 - January 2002
Calypso Online 2000 - 2001
America Online June 1996 - January 1997
Salomon Brothers, Inc. June 1994 - September 1994
Entrepreneurial Ventures January 1987 - January 1994
Skills
Strategic Partnerships, Product Management, Marketing Strategy, CRM, Entrepreneurship, E-commerce, Business Strategy, Competitive Analysis, Project Management, Content Management, Content Strategy, User Experience, Web Design, Marketing, Cross-functional Team..., Social Media, Digital Strategy, Online Advertising, Digital Marketing, Digital Media
Education
University of Pennsylvania - The Wharton School 1995 — 1998
BS Economics, Strategic Management and E-Commerce
University of Pennsylvania - The Wharton School 1995 — 1998
Bachelor of Science (B.S.), Economics
Amit Chatterjee's Salomon Brothers Inc. Experience June 1990 - August 1996
Job
Industry Pharmaceuticals
Experience
PharmaIntel.com March 2014 - Present
TRAC Consulting Group January 2014 - Present
Weeden & Co July 2007 - January 2014
Citigroup March 2001 - May 2007
Citigroup January 2000 - March 2001
Salomon Smith Barney December 1997 - December 1999
Salomon Brothers August 1996 - November 1997
Salomon Brothers, Inc. June 1990 - August 1996
AGS Information Systems September 1987 - June 1990
Skills
ECN, Equities, Market Data, Electronic Trading, Portfolio Management, Capital Markets, Trading Systems, Investment Banking, Derivatives, Trading, Fixed Income, Hedge Funds, Middle Office, Risk Management, Business Strategy, Prime Brokerage, Bloomberg, Order Management, Trading System, Equity Trading, Options, Equity Derivatives, Securities, Financial Markets, Low Latency, Series 7, Series 63, Financial Risk, Sybase, Quantitative Finance, Exchange Connectivity, IT Strategy, Market Risk, Alternative Investments, Back Office, Trading Strategies, Bonds, Management, Strategy, Business Analysis, Mergers & Acquisitions, Financial Services, SDLC
Education
Stevens Institute of Technology 1984 — 1986
MS
Bengal Engineering and Science University, Shibpur 1979 — 1983
BS
PharmaIntel.com March 2014 - Present
TRAC Consulting Group January 2014 - Present
Weeden & Co July 2007 - January 2014
Citigroup March 2001 - May 2007
Citigroup January 2000 - March 2001
Salomon Smith Barney December 1997 - December 1999
Salomon Brothers August 1996 - November 1997
Salomon Brothers, Inc. June 1990 - August 1996
AGS Information Systems September 1987 - June 1990
Skills
ECN, Equities, Market Data, Electronic Trading, Portfolio Management, Capital Markets, Trading Systems, Investment Banking, Derivatives, Trading, Fixed Income, Hedge Funds, Middle Office, Risk Management, Business Strategy, Prime Brokerage, Bloomberg, Order Management, Trading System, Equity Trading, Options, Equity Derivatives, Securities, Financial Markets, Low Latency, Series 7, Series 63, Financial Risk, Sybase, Quantitative Finance, Exchange Connectivity, IT Strategy, Market Risk, Alternative Investments, Back Office, Trading Strategies, Bonds, Management, Strategy, Business Analysis, Mergers & Acquisitions, Financial Services, SDLC
Education
Stevens Institute of Technology 1984 — 1986
MS
Bengal Engineering and Science University, Shibpur 1979 — 1983
BS
Jane Staunton's Salomon Brothers Inc. Experience 1979 - 1984
Job Senior Director at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management March 2010 - Present
Bernstein Global Wealth Management July 2007 - March 2010
Strategic Research Institute April 2005 - February 2007
American Lawyer Media 2005 - 2007
FTSE Americas June 2000 - February 2005
Morgan Stanley 1994 - 2000
Dow Jones/Telerate 1992 - 1994
Bridge Information Systems, Inc. 1987 - 1992
Walsh Greenwood & Company 1984 - 1988
Salomon Brothers, Inc. 1979 - 1984
Skills
Equities, Trading, Portfolio Management, Alternative Investments, Hedge Funds, Finance, Bonds, Asset Managment, Wealth Management, New Business Development, Fixed Income, Asset Management, Securities, Investments, Derivatives, Capital Markets, Investment Management, Investment Advisory, ETFs, Financial Services, Financial Markets, Event Management, Management
Education
Emmanuel College 1971 — 1973
BNY Mellon Wealth Management March 2010 - Present
Bernstein Global Wealth Management July 2007 - March 2010
Strategic Research Institute April 2005 - February 2007
American Lawyer Media 2005 - 2007
FTSE Americas June 2000 - February 2005
Morgan Stanley 1994 - 2000
Dow Jones/Telerate 1992 - 1994
Bridge Information Systems, Inc. 1987 - 1992
Walsh Greenwood & Company 1984 - 1988
Salomon Brothers, Inc. 1979 - 1984
Skills
Equities, Trading, Portfolio Management, Alternative Investments, Hedge Funds, Finance, Bonds, Asset Managment, Wealth Management, New Business Development, Fixed Income, Asset Management, Securities, Investments, Derivatives, Capital Markets, Investment Management, Investment Advisory, ETFs, Financial Services, Financial Markets, Event Management, Management
Education
Emmanuel College 1971 — 1973
Brad Marvin's Salomon Brothers Inc. Experience 1986 - 1994
Job High Yield/Emerging Markets at PrinceRidge Group LLC
Industry Investment Banking
Experience
PrinceRidge Group LLC 2009 - Present
WR Hambrecht + Co 2000 - 2007
Chase Securities, Inc. 1994 - 1998
Salomon Brothers, Inc 1986 - 1994
United States Navy 1979 - 1986
Education
University of Pennsylvania - The Wharton School 1975 — 1979
BS Economics, Finance
Phillips Academy 1972 — 1975
PrinceRidge Group LLC 2009 - Present
WR Hambrecht + Co 2000 - 2007
Chase Securities, Inc. 1994 - 1998
Salomon Brothers, Inc 1986 - 1994
United States Navy 1979 - 1986
Education
University of Pennsylvania - The Wharton School 1975 — 1979
BS Economics, Finance
Phillips Academy 1972 — 1975
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
Paul Armbruster's Salomon Brothers Inc. Experience December 1995 - April 1998
Job Systems Engineer at Bank of America
Industry Information Technology and Services
Experience
Bank of America April 2001 - Present
Vicinium Systems, Inc. July 2000 - April 2001
Pershing, Division of DLJSC April 1998 - July 2000
SALOMON BROTHERS, INC. December 1995 - April 1998
UNION CARBIDE – ALLIED SIGNAL March 1991 - December 1995
IBM September 1987 - December 1988
Skills
SDLC, Enterprise Architecture, Business Analysis, Server Architecture, Data Center, Virtualization, Integration, Process Improvement, Data Warehousing, Windows Server, Unix, Disaster Recovery, Microsoft SQL Server
Education
Dutchess Community College 1988 — 1990
Science, Chemistry
Bank of America April 2001 - Present
Vicinium Systems, Inc. July 2000 - April 2001
Pershing, Division of DLJSC April 1998 - July 2000
SALOMON BROTHERS, INC. December 1995 - April 1998
UNION CARBIDE – ALLIED SIGNAL March 1991 - December 1995
IBM September 1987 - December 1988
Skills
SDLC, Enterprise Architecture, Business Analysis, Server Architecture, Data Center, Virtualization, Integration, Process Improvement, Data Warehousing, Windows Server, Unix, Disaster Recovery, Microsoft SQL Server
Education
Dutchess Community College 1988 — 1990
Science, Chemistry
Mark Silber's Salomon Brothers Inc. Experience June 1983 - November 1985
Job Owner, JMJ Financial Group
Industry Financial Services
Experience
JMJ Financial Group Managing DirectorAPR Investments Ltd.November 1985 - October 2007
Salomon Brothers Inc June 1983 - November 1985
Oppenheimer Properties, Inc. November 1978 - November 1982
Integrated Resources Inc. May 1972 - October 1978
Education
University of Illinois at Urbana-Champaign - College of Business 1962 — 1969
JMJ Financial Group Managing DirectorAPR Investments Ltd.November 1985 - October 2007
Salomon Brothers Inc June 1983 - November 1985
Oppenheimer Properties, Inc. November 1978 - November 1982
Integrated Resources Inc. May 1972 - October 1978
Education
University of Illinois at Urbana-Champaign - College of Business 1962 — 1969
Perry Jordan's Salomon Brothers Inc. Experience 1988 - 1990
Job Field Sales Engineer Mega Technologies, Inc.
Industry Semiconductors
Experience
Mega Technologies, Inc. September 2015 - Present
Toptech Systems, Inc. July 2013 - July 2015
Avnet Electronics Marketing March 2009 - July 2013
Nu Horizons Electronics 2000 - 2009
Arrow Electronics 1995 - 2000
NatWest Bank 1990 - 1995
Salomon Brothers, Inc. 1988 - 1990
Skills
New Business Development, Sales Management, Account Management, Competitive Analysis, Selling, Building Relationships, Inventory Management, Sales, Product Development, Management, Sales Operations, Forecasting, Pricing, Process Improvement, Negotiation, Product Marketing, Budgets, Key Account Management, Product Management, Cross-functional Team..., Purchasing, Solution Selling, Direct Sales, International Sales, Sales Process, Customer Service, P&L Management, Strategic Partnerships, Business Development, Channel Partners, Contract Negotiation, Manufacturing, Supply Chain Management, Semiconductor Industry
Education
State University of New York College at Oswego
Bachelor of Science (B.S.), Business Administration and Management, General
Mega Technologies, Inc. September 2015 - Present
Toptech Systems, Inc. July 2013 - July 2015
Avnet Electronics Marketing March 2009 - July 2013
Nu Horizons Electronics 2000 - 2009
Arrow Electronics 1995 - 2000
NatWest Bank 1990 - 1995
Salomon Brothers, Inc. 1988 - 1990
Skills
New Business Development, Sales Management, Account Management, Competitive Analysis, Selling, Building Relationships, Inventory Management, Sales, Product Development, Management, Sales Operations, Forecasting, Pricing, Process Improvement, Negotiation, Product Marketing, Budgets, Key Account Management, Product Management, Cross-functional Team..., Purchasing, Solution Selling, Direct Sales, International Sales, Sales Process, Customer Service, P&L Management, Strategic Partnerships, Business Development, Channel Partners, Contract Negotiation, Manufacturing, Supply Chain Management, Semiconductor Industry
Education
State University of New York College at Oswego
Bachelor of Science (B.S.), Business Administration and Management, General
Abigail Buchanan's Salomon Brothers Inc. Experience 1992 - 1998
Job SVP Corporate Bond Trading/Analysis at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. April 2004 - Present
William R. Hough April 1999 - March 2004
Salomon Brothers Inc 1992 - 1998
Education
University of South Florida 1992 — 1996
MBA
University of Tampa 1982 — 1985
BA
Stephens Inc. April 2004 - Present
William R. Hough April 1999 - March 2004
Salomon Brothers Inc 1992 - 1998
Education
University of South Florida 1992 — 1996
MBA
University of Tampa 1982 — 1985
BA
Kenneth Weinstein's Salomon Brothers Inc. Experience 1996 - 1997
Job Senior Director at Kroll Bond Rating Agency, Inc.
Industry Financial Services
Experience
Kroll Bond Rating Agency, Inc. April 2013 - Present
US Securities and Exchange Commission December 2011 - April 2013
Coleman Research Group February 2009 - December 2011
Global Credit Advisory Services, LLC April 2008 - December 2011
The Breakstone Group 2009 - November 2011
MetLife, Inc. 2004 - 2008
Citigroup 1998 - 2002
Salomon Smith Barney 1997 - 1998
Salomon Brothers, Inc. 1996 - 1997
Standard & Poor's (S&P) 1992 - 1996
Skills
Capital Markets, Debt, Credit Analysis, Fixed Income, Corporate Finance, Investment Banking, Leveraged Finance
Education
New York University
BA, Economics and Finance
New York University - Leonard N. Stern School of Business
MBA, Finance and Banking
Kroll Bond Rating Agency, Inc. April 2013 - Present
US Securities and Exchange Commission December 2011 - April 2013
Coleman Research Group February 2009 - December 2011
Global Credit Advisory Services, LLC April 2008 - December 2011
The Breakstone Group 2009 - November 2011
MetLife, Inc. 2004 - 2008
Citigroup 1998 - 2002
Salomon Smith Barney 1997 - 1998
Salomon Brothers, Inc. 1996 - 1997
Standard & Poor's (S&P) 1992 - 1996
Skills
Capital Markets, Debt, Credit Analysis, Fixed Income, Corporate Finance, Investment Banking, Leveraged Finance
Education
New York University
BA, Economics and Finance
New York University - Leonard N. Stern School of Business
MBA, Finance and Banking
Michael Mahaffy's Salomon Brothers Inc. Experience 1986 - 1992
Job CEO and Founder RHR Capital LLC
Industry Investment Management
Experience
RHR Capital LLC 2006 - Present
UBS Investment Bank 1992 - 2006
Salomon Brothers Inc. 1986 - 1992
Education
University of North Carolina at Chapel Hill 1982 — 1986
B.S., Mathematical Science
RHR Capital LLC 2006 - Present
UBS Investment Bank 1992 - 2006
Salomon Brothers Inc. 1986 - 1992
Education
University of North Carolina at Chapel Hill 1982 — 1986
B.S., Mathematical Science
Joe Nunn's Salomon Brothers Inc. Experience 1981 - 1992
Job Executive Director at UBS
Industry Financial Services
Experience
UBS Investment Bank November 1992 - Present
UBS Investment Bank November 2002 - May 2008
Salomon Brothers, Inc. 1981 - 1992
Education
Marquette University 1972 — 1977
UBS Investment Bank November 1992 - Present
UBS Investment Bank November 2002 - May 2008
Salomon Brothers, Inc. 1981 - 1992
Education
Marquette University 1972 — 1977
Keith Bares's Salomon Brothers Inc. Experience 1984 - 1987
Job Managing Partner at Convergent Capital
Industry Financial Services
Experience
Convergent Capital 1998 - Present
Merrill Lynch & Co. 1988 - 1997
Salomon Brothers, Inc. 1984 - 1987
Skills
Financial Analysis, Asset Based Lending, Private Equity, Venture Capital, Business Strategy, Restructuring, Corporate Development, Mergers & Acquisitions, Business Planning, Start-ups, Debt Restructuring, Mergers, Entrepreneurship, Due Diligence
Education
Northwestern University - Kellogg School of Management 1982 — 1984
Master of Management, Finance, Economics
University of St. Thomas 1975 — 1979
BA, Business
Convergent Capital 1998 - Present
Merrill Lynch & Co. 1988 - 1997
Salomon Brothers, Inc. 1984 - 1987
Skills
Financial Analysis, Asset Based Lending, Private Equity, Venture Capital, Business Strategy, Restructuring, Corporate Development, Mergers & Acquisitions, Business Planning, Start-ups, Debt Restructuring, Mergers, Entrepreneurship, Due Diligence
Education
Northwestern University - Kellogg School of Management 1982 — 1984
Master of Management, Finance, Economics
University of St. Thomas 1975 — 1979
BA, Business
Scott Sundblad's Salomon Brothers Inc. Experience August 1992 - June 1994
Job Corporate Development at TMobile
Industry Venture Capital & Private Equity
Experience
T-Mobile February 2009 - Present
Eagle River November 2004 - November 2008
AT&T Wireless June 2003 - November 2004
Terabeam Corporation May 2000 - May 2004
The Walter Group, Inc. May 1995 - April 2000
Salomon Brothers, Inc. August 1992 - June 1994
Skills
Financial Modeling, Mergers & Acquisitions, Strategy
Education
University of Washington 2000 — 2002
MBA
University of Southern California 1988 — 1992
BS, Business Administration, Finance
T-Mobile February 2009 - Present
Eagle River November 2004 - November 2008
AT&T Wireless June 2003 - November 2004
Terabeam Corporation May 2000 - May 2004
The Walter Group, Inc. May 1995 - April 2000
Salomon Brothers, Inc. August 1992 - June 1994
Skills
Financial Modeling, Mergers & Acquisitions, Strategy
Education
University of Washington 2000 — 2002
MBA
University of Southern California 1988 — 1992
BS, Business Administration, Finance
Bob Fetter's Salomon Brothers Inc. Experience August 1986 - January 1990
Job Managing Director at Oak Hill Advisors, L.P.
Industry Investment Management
Experience
Oak Hill Advisors, L.P. March 2006 - April 2014
Marin Capital Management April 2003 - December 2005
Nomura Securities August 1998 - April 2003
Tokai Securities June 1996 - April 1998
Rodman and Renshaw, Inc. August 1994 - February 1996
CARGILL FINANCIAL SERVICES CORP. July 1991 - April 1994
BANK OF TOKYO SECURITIES, INC. March 1990 - June 1991
SALOMON BROTHERS, INC. August 1986 - January 1990
Skills
Hedge Funds, Capital Markets, Risk Management, Trading, Options, Derivatives, Valuation, Equities, Bonds, Fixed Income, Portfolio Management, Financial Risk, Investments, Strategy, Quantitative Analytics, Mutual Funds
Education
Massachusetts Institute of Technology - Sloan School of Management 1984 — 1986
SM, Finance
Massachusetts Institute of Technology
SM/SB, Chemical Engineering
Oak Hill Advisors, L.P. March 2006 - April 2014
Marin Capital Management April 2003 - December 2005
Nomura Securities August 1998 - April 2003
Tokai Securities June 1996 - April 1998
Rodman and Renshaw, Inc. August 1994 - February 1996
CARGILL FINANCIAL SERVICES CORP. July 1991 - April 1994
BANK OF TOKYO SECURITIES, INC. March 1990 - June 1991
SALOMON BROTHERS, INC. August 1986 - January 1990
Skills
Hedge Funds, Capital Markets, Risk Management, Trading, Options, Derivatives, Valuation, Equities, Bonds, Fixed Income, Portfolio Management, Financial Risk, Investments, Strategy, Quantitative Analytics, Mutual Funds
Education
Massachusetts Institute of Technology - Sloan School of Management 1984 — 1986
SM, Finance
Massachusetts Institute of Technology
SM/SB, Chemical Engineering
Richard Messina's Salomon Brothers Inc. Experience 1983 - 1989
Job Vice President/Head of Investment Product Management at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial December 2012 - Present
Merrill Lynch Wealth Management November 2009 - December 2012
Banc of America Investments October 2004 - November 2009
ABN AMRO Incorporated 2000 - 2004
UBS Securities LLC 1993 - 1999
Shearson Lehman Brothers Inc. 1989 - 1993
Salomon Brothers, Inc. 1983 - 1989
Skills
Equities, Series 7, Fixed Income, Investments, Investment Banking, Trading, Risk Management, Series 63, Asset Allocation, Mutual Funds, Executive Management, Wealth Management, Trading Systems, Financial Markets, Series 24, Asset Management, FINRA, Options, Origination, Asset Managment, Debt, Asset, Unified Managed Accounts, Series 53, Series 52, Series 27, Exchange Traded Products
Education
Central Connecticut State University 1978 — 1982
Bachelor of Science, Business Administration and Marketing
E*TRADE Financial December 2012 - Present
Merrill Lynch Wealth Management November 2009 - December 2012
Banc of America Investments October 2004 - November 2009
ABN AMRO Incorporated 2000 - 2004
UBS Securities LLC 1993 - 1999
Shearson Lehman Brothers Inc. 1989 - 1993
Salomon Brothers, Inc. 1983 - 1989
Skills
Equities, Series 7, Fixed Income, Investments, Investment Banking, Trading, Risk Management, Series 63, Asset Allocation, Mutual Funds, Executive Management, Wealth Management, Trading Systems, Financial Markets, Series 24, Asset Management, FINRA, Options, Origination, Asset Managment, Debt, Asset, Unified Managed Accounts, Series 53, Series 52, Series 27, Exchange Traded Products
Education
Central Connecticut State University 1978 — 1982
Bachelor of Science, Business Administration and Marketing
Julie Marsch's Salomon Brothers Inc. Experience March 1984 - October 1987
Job Account Manager at The Yield Book Inc.
Industry Computer Software
Experience
Citi March 1984 - Present
Salomon Brothers, Inc March 1984 - October 1987
Mercantile Bank & Trust Co. June 1982 - May 1983
Education
University of Illinois at Urbana-Champaign - College of Business 1978 — 1982
Bachelor of Science, Finance
Citi March 1984 - Present
Salomon Brothers, Inc March 1984 - October 1987
Mercantile Bank & Trust Co. June 1982 - May 1983
Education
University of Illinois at Urbana-Champaign - College of Business 1978 — 1982
Bachelor of Science, Finance
Dan Draper's Salomon Brothers Inc. Experience 1992 - 1997
Job Managing Director at Invesco PowerShares Global ETFs
Industry Financial Services
Experience
Invesco PowerShares Global ETFs September 2013 - Present
Credit Suisse 2010 - 2013
Lyxor Asset Management 2007 - 2010
Barclays Global Investors 2005 - 2007
UBS Wealth Management 2003 - 2005
Cazenove PLC 2002 - 2003
Goldman Sachs International 1999 - 2002
Salomon Brothers Inc. 1992 - 1997
The Gulfstar Group, Inc. 1991 - 1992
Skills
ETFs, Hedge Funds, Equities, Investment Banking, Alternative Investments, Fixed Income, Equity Derivatives, Financial Markets, Options, Asset Management, Structured Products, Investments, Derivatives, Trading Systems, Asset Allocation, Trading, Commodity, Portfolio Management, Asset Managment, FX Options, Capital Markets, Electronic Trading, Bloomberg, Series 7, Equity Research, Emerging Markets, Financial Services, Investment Management, Investment Strategies, Hedging, Mutual Funds
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 1999
Master of Business Administration (MBA)
The College of William and Mary in Virginia 1987 — 1991
Bachelor of Arts (BA), Major Degree: Economics & Minor Degree: English Literature
Invesco PowerShares Global ETFs September 2013 - Present
Credit Suisse 2010 - 2013
Lyxor Asset Management 2007 - 2010
Barclays Global Investors 2005 - 2007
UBS Wealth Management 2003 - 2005
Cazenove PLC 2002 - 2003
Goldman Sachs International 1999 - 2002
Salomon Brothers Inc. 1992 - 1997
The Gulfstar Group, Inc. 1991 - 1992
Skills
ETFs, Hedge Funds, Equities, Investment Banking, Alternative Investments, Fixed Income, Equity Derivatives, Financial Markets, Options, Asset Management, Structured Products, Investments, Derivatives, Trading Systems, Asset Allocation, Trading, Commodity, Portfolio Management, Asset Managment, FX Options, Capital Markets, Electronic Trading, Bloomberg, Series 7, Equity Research, Emerging Markets, Financial Services, Investment Management, Investment Strategies, Hedging, Mutual Funds
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 1999
Master of Business Administration (MBA)
The College of William and Mary in Virginia 1987 — 1991
Bachelor of Arts (BA), Major Degree: Economics & Minor Degree: English Literature
Phyllis Palmiero's Salomon Brothers Inc. Experience 1986 - 1991
Job Vice President for Finance at Collegiate School
Industry Education Management
Experience
Collegiate School July 2008 - Present
American Council of Trustees and Alumni September 2005 - May 2008
State Council of Higher Education for Virginia April 2000 - September 2003
State Council of Higher Education for Virginia 1999 - 2000
State Council of Higher Education for Virginia 1998 - 1999
Virginia Department of Planning and Budget 1994 - 1998
Virginia Department of Planning & Budget 1991 - 1994
Salomon Brothers, Inc. 1986 - 1991
Savings Banks Trust Corporation 1985 - 1986
NYC Office of Management & Budget 1984 - 1985
Education
Fordham Gabelli School of Business 1988 — 1990
MBA, Finance
Fordham University 1980 — 1984
BA, Economics
Collegiate School July 2008 - Present
American Council of Trustees and Alumni September 2005 - May 2008
State Council of Higher Education for Virginia April 2000 - September 2003
State Council of Higher Education for Virginia 1999 - 2000
State Council of Higher Education for Virginia 1998 - 1999
Virginia Department of Planning and Budget 1994 - 1998
Virginia Department of Planning & Budget 1991 - 1994
Salomon Brothers, Inc. 1986 - 1991
Savings Banks Trust Corporation 1985 - 1986
NYC Office of Management & Budget 1984 - 1985
Education
Fordham Gabelli School of Business 1988 — 1990
MBA, Finance
Fordham University 1980 — 1984
BA, Economics
Patrick O'Neil's Salomon Brothers Inc. Experience July 1989 - December 1992
Job Openlink Financial Inc
Industry Financial Services
Experience
OpenLink Financial April 2010 - Present
Major Investment and Banking Firms September 2005 - Present
Bank Leumi December 2003 - August 2005
Atlantic Bank of New York April 2002 - May 2003
Merrill Lynch November 2001 - March 2002
Bank Austria/Creditanstalt, Inc April 1999 - March 2001
Credit Agricole Indosuez, Inc September 1996 - April 1999
J & W Seligman, Inc., April 1994 - August 1996
Citibank, N.A., January 1993 - April 1994
Salomon Brothers, Inc. July 1989 - December 1992
Skills
FX Options, Trading, Derivatives, Fixed Income, Capital Markets, Securities, Trading Systems, Portfolio Management, Back Office, Finance, Middle Office, Investments, Analysis, Valuation, Risk Management, Business Analysis
Education
Long Island University, C.W. Post Campus 1986 — 1988
Bachelor of Business Administration, Finance, Cum Laude
Long Island University, C.W. Post Campus 1986 — 1988
Bachelor of Science, Finance and Financial Management Services
OpenLink Financial April 2010 - Present
Major Investment and Banking Firms September 2005 - Present
Bank Leumi December 2003 - August 2005
Atlantic Bank of New York April 2002 - May 2003
Merrill Lynch November 2001 - March 2002
Bank Austria/Creditanstalt, Inc April 1999 - March 2001
Credit Agricole Indosuez, Inc September 1996 - April 1999
J & W Seligman, Inc., April 1994 - August 1996
Citibank, N.A., January 1993 - April 1994
Salomon Brothers, Inc. July 1989 - December 1992
Skills
FX Options, Trading, Derivatives, Fixed Income, Capital Markets, Securities, Trading Systems, Portfolio Management, Back Office, Finance, Middle Office, Investments, Analysis, Valuation, Risk Management, Business Analysis
Education
Long Island University, C.W. Post Campus 1986 — 1988
Bachelor of Business Administration, Finance, Cum Laude
Long Island University, C.W. Post Campus 1986 — 1988
Bachelor of Science, Finance and Financial Management Services
Robert Lutey's Salomon Brothers Inc. Experience 1980 - 1984
Job Renewables and Sustainability Financial Consultant
Industry Renewables & Environment
Experience
------- 2008 - Present
Columbia University School of Continuing Education January 2012 - May 2013
Apache Capital Management LLC 2006 - 2007
Lehman Brothers Inc 1997 - 2006
Lehman Brothers Inc 1988 - 1996
Shearson Lehman Brothers 1986 - 1986
Herzfeld & Stern 1984 - 1985
Salomon Brothers Inc 1980 - 1984
Rapidata Inc 1978 - 1980
Skills
Capital Markets, Team Building, Sustainability, Renewable Energy, Corporate Social..., Sustainable Development, Financial Modeling, Data Analysis, Energy Efficiency, Financial Analysis, Research, Project Management, Energy, Non-profits, Risk Management, Credit Risk, Lateral Thinking, Creative Solutions, Strategic Thinking, Collaborative Problem..., Strategy, Derivatives, Economics, Energy Policy, Leadership, Sustainable Business, Analysis, Sustainability..., Proposal Writing, Business Strategy, Sustainable Energy, Fixed Income, Solar Energy, Climate Change, Trading, Options, Investments, Photovoltaics, Portfolio Management, Finance, Alternative Energy, Environmental Policy, Policy, Policy Analysis, Environmental Issues
Education
Columbia University - The Earth Institute and The School for Continuing Education 2010 — 2013
MS, Sustainability Management
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance
Rutgers University - Rutgers College 1974 — 1978
BA, Mathematics
------- 2008 - Present
Columbia University School of Continuing Education January 2012 - May 2013
Apache Capital Management LLC 2006 - 2007
Lehman Brothers Inc 1997 - 2006
Lehman Brothers Inc 1988 - 1996
Shearson Lehman Brothers 1986 - 1986
Herzfeld & Stern 1984 - 1985
Salomon Brothers Inc 1980 - 1984
Rapidata Inc 1978 - 1980
Skills
Capital Markets, Team Building, Sustainability, Renewable Energy, Corporate Social..., Sustainable Development, Financial Modeling, Data Analysis, Energy Efficiency, Financial Analysis, Research, Project Management, Energy, Non-profits, Risk Management, Credit Risk, Lateral Thinking, Creative Solutions, Strategic Thinking, Collaborative Problem..., Strategy, Derivatives, Economics, Energy Policy, Leadership, Sustainable Business, Analysis, Sustainability..., Proposal Writing, Business Strategy, Sustainable Energy, Fixed Income, Solar Energy, Climate Change, Trading, Options, Investments, Photovoltaics, Portfolio Management, Finance, Alternative Energy, Environmental Policy, Policy, Policy Analysis, Environmental Issues
Education
Columbia University - The Earth Institute and The School for Continuing Education 2010 — 2013
MS, Sustainability Management
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance
Rutgers University - Rutgers College 1974 — 1978
BA, Mathematics
Alyssa Taubman's Salomon Brothers Inc. Experience December 1985 - February 1992
Job Broker Associate at Alain Pinel Realtors
Industry Real Estate
Experience
Alain Pinel Realtors March 2005 - Present
Real Estate Consultant and Attorney March 1992 - February 2004
Salomon Brothers Inc December 1985 - February 1992
Bedford Properties, Inc. April 1983 - December 1985
Heller Ehrman July 1981 - March 1983
Education
University of Michigan Law School 1978 — 1981
Juris Doctor, Tax, Real Estate
University of Michigan School of Literature, Science and the Arts 1973 — 1978
Bachelor of Arts, Experimental and Mathematical Psychology
University of Michigan School of Music 1973 — 1978
Bachelor of Music, Music Theory
Alain Pinel Realtors March 2005 - Present
Real Estate Consultant and Attorney March 1992 - February 2004
Salomon Brothers Inc December 1985 - February 1992
Bedford Properties, Inc. April 1983 - December 1985
Heller Ehrman July 1981 - March 1983
Education
University of Michigan Law School 1978 — 1981
Juris Doctor, Tax, Real Estate
University of Michigan School of Literature, Science and the Arts 1973 — 1978
Bachelor of Arts, Experimental and Mathematical Psychology
University of Michigan School of Music 1973 — 1978
Bachelor of Music, Music Theory
James Register's Salomon Brothers Inc. Experience 1983 - 1987
Job Institutional Sales and Trading Municipal Securities
Industry Banking
Experience
Wells Fargo January 2000 - November 2014
Wheat First Butcher & Singer 1995 - 1998
Craigie, Inc 1987 - 1995
Salomon Brothers Inc 1983 - 1987
Skills
Management, Business Planning, Portfolio Management, Banking, Investments, Risk Management
Education
University of Richmond - Robins School of Business
Bachelor of Science (BS), Finance, General
Wells Fargo January 2000 - November 2014
Wheat First Butcher & Singer 1995 - 1998
Craigie, Inc 1987 - 1995
Salomon Brothers Inc 1983 - 1987
Skills
Management, Business Planning, Portfolio Management, Banking, Investments, Risk Management
Education
University of Richmond - Robins School of Business
Bachelor of Science (BS), Finance, General
Salomon Brothers
Salomon Smith Barney
Paine Webber
PaineWebber
Drexel Burnham Lambert
Paine Webber, Inc
Soloman Smith Barney
Solomon Brothers