Sandler O'Neill & Partners
Industry: Full service investment banking company
DescriptionSandler O'Neill + Partners, L.P., is a full-service investment banking firm and broker-dealer specializing in the financial services sector. It is headquartered in New York City, and has offices in Boston, Chicago, San Francisco and Atlanta. Headquarters: United States of America Founded: 1988 Subsidiaries: Sandler O'Neill Mortgage Finance L.P., Type of business: Partnership
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Sandler O'Neill & Partners Employees
Employee
Years
Job
Industry
Michael Corso, CAIA Michael Corso, CAIA's Sandler O'Neill & Partners Experience 2005 - 2009
Job Director at Hovde Group
Industry Banking
Experience
Hovde Group January 2015 - Present
Kimberlite Advisors, LLC September 2013 - January 2015
Ranieri Partners June 2011 - September 2013
Sandler O'Neill & Partners 2005 - 2009
Skills
Financial Modeling, Due Diligence, Financial Analysis, Mergers, Investment Banking, Valuation, Capital Markets, Alternative Investments, Corporate Finance, Private Equity, Real Estate, Mergers & Acquisitions, Equity Research, Fixed Income, Financial Services, Hedge Funds, Investments, Structured Finance, Equities, Asset Management, Financial Institutions
Education
The Citadel
B.S., Business Administration
University of Georgia - Terry College of Business
MBA, Finance and Real Estate
Hovde Group January 2015 - Present
Kimberlite Advisors, LLC September 2013 - January 2015
Ranieri Partners June 2011 - September 2013
Sandler O'Neill & Partners 2005 - 2009
Skills
Financial Modeling, Due Diligence, Financial Analysis, Mergers, Investment Banking, Valuation, Capital Markets, Alternative Investments, Corporate Finance, Private Equity, Real Estate, Mergers & Acquisitions, Equity Research, Fixed Income, Financial Services, Hedge Funds, Investments, Structured Finance, Equities, Asset Management, Financial Institutions
Education
The Citadel
B.S., Business Administration
University of Georgia - Terry College of Business
MBA, Finance and Real Estate
Tristan Longino's Sandler O'Neill & Partners Experience May 2002 - August 2004
Job Attorney at Skillern Law PLLC
Industry Law Practice
Experience
Skillern Law PLLC August 2013 - Present
Longino Law, PLLC July 2013 - August 2013
Chris A. Spofford, PC April 2012 - July 2013
Nichols Law, P.L.L.C. January 2011 - April 2012
312th District Court May 2010 - August 2010
Duane Morris June 2009 - August 2009
Dell Financial Services June 2007 - July 2008
Merrill Lynch August 2005 - February 2007
Sandler O'Neill & Partners May 2002 - August 2004
Skills
Information Technology, ProDoc, Microsoft Office, Corel Wordperfect, Adobe Acrobat, PACER (federal courts..., Mediation, Family Law, Legal Research, Excel, Word, PowerPoint, Outlook, Research, Legal Writing, Litigation, Appeals, Hearings, Microsoft Excel, Microsoft Word
Education
University of Houston Law Center 2008 — 2011
Juris Doctorate, Law
University of Richmond 2001 — 2005
B.S, Business Administration
Skillern Law PLLC August 2013 - Present
Longino Law, PLLC July 2013 - August 2013
Chris A. Spofford, PC April 2012 - July 2013
Nichols Law, P.L.L.C. January 2011 - April 2012
312th District Court May 2010 - August 2010
Duane Morris June 2009 - August 2009
Dell Financial Services June 2007 - July 2008
Merrill Lynch August 2005 - February 2007
Sandler O'Neill & Partners May 2002 - August 2004
Skills
Information Technology, ProDoc, Microsoft Office, Corel Wordperfect, Adobe Acrobat, PACER (federal courts..., Mediation, Family Law, Legal Research, Excel, Word, PowerPoint, Outlook, Research, Legal Writing, Litigation, Appeals, Hearings, Microsoft Excel, Microsoft Word
Education
University of Houston Law Center 2008 — 2011
Juris Doctorate, Law
University of Richmond 2001 — 2005
B.S, Business Administration
Firman Leung's Sandler O'Neill & Partners Experience February 2002 - August 2012
Job Managing Director, Investment Banking for ARC and RCS Capital
Industry Investment Banking
Experience
AR Capital and RCS Capital November 2012 - Present
Sandler O'Neill & Partners February 2002 - August 2012
Salomon Brothers July 1994 - November 2001
Grupo Financiero Serfin March 1991 - June 1994
Merrill Lynch August 1985 - March 1991
Morgan Stanley 1980 - 1983
Skills
Equity Capital Markets, Series 7, Series 24, Private Placements, Investment Banking, Series 63, Debt Capital Markets, Capital Markets, Private Equity, Mergers & Acquisitions, Asset Management, Hedge Funds, Capital Raising, Fixed Income, Valuation, Equity Research, Investments, Equities, IPO, Financial Modeling, Securities, FINRA, Venture Capital, Emerging Markets, Bonds, Alternative Investments, Due Diligence, Corporate Finance, Financial Services
Education
Tuck School of Business at Dartmouth 1983 — 1985
Master of Business Administration (MBA), Finance, General
Wharton School, University of Pennsylvania 1976 — 1979
Bachelor's degree, Finance, General
North Shore High School
North Shore High School
North Shore High School
AR Capital and RCS Capital November 2012 - Present
Sandler O'Neill & Partners February 2002 - August 2012
Salomon Brothers July 1994 - November 2001
Grupo Financiero Serfin March 1991 - June 1994
Merrill Lynch August 1985 - March 1991
Morgan Stanley 1980 - 1983
Skills
Equity Capital Markets, Series 7, Series 24, Private Placements, Investment Banking, Series 63, Debt Capital Markets, Capital Markets, Private Equity, Mergers & Acquisitions, Asset Management, Hedge Funds, Capital Raising, Fixed Income, Valuation, Equity Research, Investments, Equities, IPO, Financial Modeling, Securities, FINRA, Venture Capital, Emerging Markets, Bonds, Alternative Investments, Due Diligence, Corporate Finance, Financial Services
Education
Tuck School of Business at Dartmouth 1983 — 1985
Master of Business Administration (MBA), Finance, General
Wharton School, University of Pennsylvania 1976 — 1979
Bachelor's degree, Finance, General
North Shore High School
North Shore High School
North Shore High School
Colette Zito Colette Zito's Sandler O'Neill & Partners Experience January 1989 - January 1992
Job Founder & CEO www.ZitoConsultantsllc.com
Industry Management Consulting
Experience
Zito Consultants, LLC March 2011 - Present
Village of Pawling March 2008 - December 2010
Consultant September 2008 - March 2009
Business Efficiencies November 1998 - January 2000
Tambrands January 1992 - January 1996
Sandler O'Neill & Partners January 1989 - January 1992
Bear Stearns January 1986 - January 1989
Bank of America January 1983 - January 1986
Skills
Management, Business Development, New Business Development, Public Speaking, Program Management, Strategic Planning, Marketing Strategy, Nonprofits, Management Consulting, Sales Management, Business Strategy, Social Media Marketing, Coaching, Energy Audits, Leadership Development, Start-ups, Entrepreneurship, Sustainability, Marketing, Strategic Partnerships, Mergers & Acquisitions, Strategy, Team Building, Sales, Strategic Communications, Investments, Policy, Leadership, Sustainability..., Profits with Principles..., Collaboration for..., Project Management, Environmental Services, Waste to Energy...
Education
Iona College
BS, Mass Communication, cum laude
Zito Consultants, LLC March 2011 - Present
Village of Pawling March 2008 - December 2010
Consultant September 2008 - March 2009
Business Efficiencies November 1998 - January 2000
Tambrands January 1992 - January 1996
Sandler O'Neill & Partners January 1989 - January 1992
Bear Stearns January 1986 - January 1989
Bank of America January 1983 - January 1986
Skills
Management, Business Development, New Business Development, Public Speaking, Program Management, Strategic Planning, Marketing Strategy, Nonprofits, Management Consulting, Sales Management, Business Strategy, Social Media Marketing, Coaching, Energy Audits, Leadership Development, Start-ups, Entrepreneurship, Sustainability, Marketing, Strategic Partnerships, Mergers & Acquisitions, Strategy, Team Building, Sales, Strategic Communications, Investments, Policy, Leadership, Sustainability..., Profits with Principles..., Collaboration for..., Project Management, Environmental Services, Waste to Energy...
Education
Iona College
BS, Mass Communication, cum laude
Crispin Love's Sandler O'Neill & Partners Experience March 2015 - Present
Job Equity Research at Sandler O'Neill & Partners
Industry Financial Services
Experience
Sandler O'Neill & Partners March 2015 - Present
Greenwich Associates August 2013 - March 2015
SportsNet New York January 2012 - August 2012
Skills
Microsoft Excel, Bloomberg, Microsoft Word, Competitive Analysis, Market Analysis, Market Research, Microsoft Office, PowerPoint, Social Media, Financial Modeling, Research, Equity Research
Education
Fordham University 2009 — 2013
BSBA, Finance
New Canaan High School 2005 — 2009
Sandler O'Neill & Partners March 2015 - Present
Greenwich Associates August 2013 - March 2015
SportsNet New York January 2012 - August 2012
Skills
Microsoft Excel, Bloomberg, Microsoft Word, Competitive Analysis, Market Analysis, Market Research, Microsoft Office, PowerPoint, Social Media, Financial Modeling, Research, Equity Research
Education
Fordham University 2009 — 2013
BSBA, Finance
New Canaan High School 2005 — 2009
Holly Sullivan Holly Sullivan's Sandler O'Neill & Partners Experience October 2004 - June 2006
Job Provides Targeted Venues, Management and Strategy for Experiential Events at US & Canadian Office Properties
Industry Events Services
Experience
EventSights February 2011 - Present
Manuka Sports Management July 2012 - September 2012
Wall Street Journal Office Network January 2008 - January 2011
Wall Street Journal Office Network June 2006 - January 2008
Sandler O'Neill & Partners October 2004 - June 2006
Skills
Email Marketing, Relationship Marketing, Integrated Marketing, Event Management, Sponsorship, CRM, Strategy, Online Advertising, Event Planning, Business Development, Social Media, B2B, Marketing, Sales
Education
University of Illinois at Urbana-Champaign 2000 — 2004
BA, Communication
EventSights February 2011 - Present
Manuka Sports Management July 2012 - September 2012
Wall Street Journal Office Network January 2008 - January 2011
Wall Street Journal Office Network June 2006 - January 2008
Sandler O'Neill & Partners October 2004 - June 2006
Skills
Email Marketing, Relationship Marketing, Integrated Marketing, Event Management, Sponsorship, CRM, Strategy, Online Advertising, Event Planning, Business Development, Social Media, B2B, Marketing, Sales
Education
University of Illinois at Urbana-Champaign 2000 — 2004
BA, Communication
Britten Cosgrove's Sandler O'Neill & Partners Experience September 2009 - Present
Job Counsel at Sandler O'Neill & Partners
Industry Law Practice
Experience
Sandler O'Neill & Partners September 2009 - Present
Sandler O'Neill & Partners May 2008 - August 2008
Crown Prosecution Service June 2007 - August 2007
Education
SUNY Buffalo Law School 2006 — 2009
JD, Financial Transactions
Northeastern University 2002 — 2006
Legal Studies
Sandler O'Neill & Partners September 2009 - Present
Sandler O'Neill & Partners May 2008 - August 2008
Crown Prosecution Service June 2007 - August 2007
Education
SUNY Buffalo Law School 2006 — 2009
JD, Financial Transactions
Northeastern University 2002 — 2006
Legal Studies
Robert Conway Robert Conway's Sandler O'Neill & Partners Experience April 1989 - March 1991
Job Senior Vice President Treasurer, Stonegate Mortgage Corporation
Industry Financial Services
Experience
Stonegate Mortgage Corporation April 2013 - Present
Two Harbors Investment Corp. December 2011 - March 2013
Aurora Bank FSB October 2010 - November 2011
GMAC Residential Capital Corporation (ResCap) April 2005 - January 2010
GMAC Residential Funding of Canada, Limited September 2001 - March 2005
GMAC-Residential Funding Corporation December 2000 - August 2001
RFC Commercial May 1996 - December 2000
GMAC Commercial Mortgage November 1994 - May 1996
Residential Funding Corporation (RFC) March 1991 - November 1994
Sandler O'Neill & Partners April 1989 - March 1991
Skills
Structured Finance, Mergers, Mortgage, MBS, Securitization, Valuation, Mortgage Servicing
Education
Cornell University - Johnson Graduate School of Management 1984 — 1985
Masters, Business Administration; Finance
Duke University 1976 — 1980
Bachelor of Science, Civil Engineering
Stonegate Mortgage Corporation April 2013 - Present
Two Harbors Investment Corp. December 2011 - March 2013
Aurora Bank FSB October 2010 - November 2011
GMAC Residential Capital Corporation (ResCap) April 2005 - January 2010
GMAC Residential Funding of Canada, Limited September 2001 - March 2005
GMAC-Residential Funding Corporation December 2000 - August 2001
RFC Commercial May 1996 - December 2000
GMAC Commercial Mortgage November 1994 - May 1996
Residential Funding Corporation (RFC) March 1991 - November 1994
Sandler O'Neill & Partners April 1989 - March 1991
Skills
Structured Finance, Mergers, Mortgage, MBS, Securitization, Valuation, Mortgage Servicing
Education
Cornell University - Johnson Graduate School of Management 1984 — 1985
Masters, Business Administration; Finance
Duke University 1976 — 1980
Bachelor of Science, Civil Engineering
Raymond Chandonnet's Sandler O'Neill & Partners Experience June 2007 - April 2014
Job Principal/Founder: Second Act Capital Partners
Industry Banking
Experience
Second Act Capital Partners May 2015 - Present
R Chandonnet LLC April 2014 - Present
Harvest Restaurant Group April 2014 - October 2014
Sandler O'Neill & Partners June 2007 - April 2014
JPMorgan May 2005 - April 2007
Lehman Brothers January 2001 - April 2005
First Union Securities April 1997 - December 2000
Federal Home Loan Bank of Boston December 1992 - April 1997
Malden Trust Company October 1986 - March 1991
Skills
Capital Markets, Fixed Income, Fixed Income Portfolio..., Interest Rate..., Interest Rate Risk..., Financial Markets, Investment Banking, Risk Management, ALM, Mergers & Acquisitions, Financial Risk, Banking, Portfolio Management, Trading, Strategy, Financial Modeling, Investments, Bonds, Finance, Funding, Financial Institutions, Derivatives, Structured Products, Financial Structuring, Valuation, Bloomberg, Structured Finance, Securities, Securitization, Equities
Education
Bentley Graduate School of Business 1990 — 1996
MS, Finance
Merrimack College 1983 — 1987
BS, Computer Science
Bishop Guertin HS 1979 — 1983
High School
Second Act Capital Partners May 2015 - Present
R Chandonnet LLC April 2014 - Present
Harvest Restaurant Group April 2014 - October 2014
Sandler O'Neill & Partners June 2007 - April 2014
JPMorgan May 2005 - April 2007
Lehman Brothers January 2001 - April 2005
First Union Securities April 1997 - December 2000
Federal Home Loan Bank of Boston December 1992 - April 1997
Malden Trust Company October 1986 - March 1991
Skills
Capital Markets, Fixed Income, Fixed Income Portfolio..., Interest Rate..., Interest Rate Risk..., Financial Markets, Investment Banking, Risk Management, ALM, Mergers & Acquisitions, Financial Risk, Banking, Portfolio Management, Trading, Strategy, Financial Modeling, Investments, Bonds, Finance, Funding, Financial Institutions, Derivatives, Structured Products, Financial Structuring, Valuation, Bloomberg, Structured Finance, Securities, Securitization, Equities
Education
Bentley Graduate School of Business 1990 — 1996
MS, Finance
Merrimack College 1983 — 1987
BS, Computer Science
Bishop Guertin HS 1979 — 1983
High School
Joshua A. Levine Joshua A. Levine's Sandler O'Neill & Partners Experience May 2005 - August 2005
Job Associate, J.P. Morgan Equity Research
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
UBS June 2012 - August 2012
Nine Thirty Capital Management, LLC February 2009 - June 2011
Rebus Partners LLC July 2008 - February 2009
RiverPark Capital, LLC October 2006 - July 2008
Ivy Asset Management June 2006 - October 2006
Sandler O'Neill & Partners May 2005 - August 2005
Royal Bank of Scotland February 2005 - May 2005
Skills
Asset Managment, Financial Modeling, Private Equity, Investments, Asset Management, Portfolio Management, Capital Markets, Due Diligence, Equity Research, Hedge Funds
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
Master of Business Administration (MBA), Capital Markets and Asset Management
Brandeis University 2002 — 2006
Bachelor of Arts, History & Business
Boston University London Internship 2005 — 2005
Business
J.P. Morgan July 2013 - Present
UBS June 2012 - August 2012
Nine Thirty Capital Management, LLC February 2009 - June 2011
Rebus Partners LLC July 2008 - February 2009
RiverPark Capital, LLC October 2006 - July 2008
Ivy Asset Management June 2006 - October 2006
Sandler O'Neill & Partners May 2005 - August 2005
Royal Bank of Scotland February 2005 - May 2005
Skills
Asset Managment, Financial Modeling, Private Equity, Investments, Asset Management, Portfolio Management, Capital Markets, Due Diligence, Equity Research, Hedge Funds
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
Master of Business Administration (MBA), Capital Markets and Asset Management
Brandeis University 2002 — 2006
Bachelor of Arts, History & Business
Boston University London Internship 2005 — 2005
Business
Alexander Spevack's Sandler O'Neill & Partners Experience July 2008 - November 2009
Job Summer Associate at Grupo Tellus
Industry International Trade and Development
Experience
Grupo Tellus May 2015 - Present
Caja Rural Los Andes September 2013 - June 2014
Peace Corps June 2011 - July 2013
La Fundación Pro Vivienda Social February 2011 - May 2011
Andover Idiomas Language Institute April 2010 - December 2010
Sandler O'Neill & Partners July 2008 - November 2009
Roth Capital Partners June 2007 - August 2007
Urban Retail Properties June 2005 - August 2006
One on One Basketball September 2002 - June 2005
Hoop Dreams Scholarship Fund June 2002 - August 2002
Skills
Financial Modeling, Business Strategy, Spanish, Word, Microsoft Office, Proposal Writing, Research, Writing, Excel, International..., Mergers & Acquisitions, Financial Analysis, Business Development, Data Analysis, PowerPoint, Social Media, Mergers, International Business, Accounting, Budgeting, Financial Management, Equity Research, Stata
Education
Georgetown University 2014 — 2016
Masterâs Degree, Global Human Development
The University of Texas at Austin - Red McCombs School of Business 2005 — 2008
BBA, Finance
Università Commerciale 'Luigi Bocconi' 2007 — 2007
Semester Study Abroad Program
Walter Johnson High School 2001 — 2004
Grupo Tellus May 2015 - Present
Caja Rural Los Andes September 2013 - June 2014
Peace Corps June 2011 - July 2013
La Fundación Pro Vivienda Social February 2011 - May 2011
Andover Idiomas Language Institute April 2010 - December 2010
Sandler O'Neill & Partners July 2008 - November 2009
Roth Capital Partners June 2007 - August 2007
Urban Retail Properties June 2005 - August 2006
One on One Basketball September 2002 - June 2005
Hoop Dreams Scholarship Fund June 2002 - August 2002
Skills
Financial Modeling, Business Strategy, Spanish, Word, Microsoft Office, Proposal Writing, Research, Writing, Excel, International..., Mergers & Acquisitions, Financial Analysis, Business Development, Data Analysis, PowerPoint, Social Media, Mergers, International Business, Accounting, Budgeting, Financial Management, Equity Research, Stata
Education
Georgetown University 2014 — 2016
Masterâs Degree, Global Human Development
The University of Texas at Austin - Red McCombs School of Business 2005 — 2008
BBA, Finance
Università Commerciale 'Luigi Bocconi' 2007 — 2007
Semester Study Abroad Program
Walter Johnson High School 2001 — 2004
Eugene Viti Jr.'s Sandler O'Neill & Partners Experience September 2001 - March 2006
Job V.P. Head of Brokerage Operations Cetera Financial Group
Industry Financial Services
Experience
GFI Group December 2007 - June 2014
Ryan Beck & Co. March 2006 - December 2007
Sandler O'Neill & Partners September 2001 - March 2006
Pershing 2000 - 2001
Banc of America Securities 1998 - 2000
Morgan Stanley 1990 - 1998
Credit Suisse First Boston 1986 - 1990
Skills
Equities, Series 7, Fixed Income, Hedge Funds, Securities, Trading, Prime Brokerage, Capital Markets, Trading Systems, Options, Asset Managment, Derivatives, Investment Banking, Series 63, Series 24, Electronic Trading, Investments, Back Office, Financial Services, Mutual Funds, FINRA, Equity Trading, Commodity, Financial Markets, Alternative Investments, Middle Office, Bonds, FX Options, Settlement, Equity Derivatives, Market Data, Corporate Actions, Asset Management, Emerging Markets, Operational Risk
Education
St. Francis College 1981 — 1985
Bachelor of Arts, Communication Arts
Saint John's University 1980 — 1981
Xaverian High School 1976 — 1980
High School Diploma
St. Rose of Lima 1972 — 1976
GFI Group December 2007 - June 2014
Ryan Beck & Co. March 2006 - December 2007
Sandler O'Neill & Partners September 2001 - March 2006
Pershing 2000 - 2001
Banc of America Securities 1998 - 2000
Morgan Stanley 1990 - 1998
Credit Suisse First Boston 1986 - 1990
Skills
Equities, Series 7, Fixed Income, Hedge Funds, Securities, Trading, Prime Brokerage, Capital Markets, Trading Systems, Options, Asset Managment, Derivatives, Investment Banking, Series 63, Series 24, Electronic Trading, Investments, Back Office, Financial Services, Mutual Funds, FINRA, Equity Trading, Commodity, Financial Markets, Alternative Investments, Middle Office, Bonds, FX Options, Settlement, Equity Derivatives, Market Data, Corporate Actions, Asset Management, Emerging Markets, Operational Risk
Education
St. Francis College 1981 — 1985
Bachelor of Arts, Communication Arts
Saint John's University 1980 — 1981
Xaverian High School 1976 — 1980
High School Diploma
St. Rose of Lima 1972 — 1976
Michael Adams, CFA's Sandler O'Neill & Partners Experience September 2007 - Present
Job Managing Director at Sandler O'Neill & Partners
Industry Financial Services
Experience
Sandler O'Neill & Partners September 2007 - Present
Morgan Stanley December 2004 - August 2007
PwC September 2002 - December 2004
Education
University of Notre Dame - Mendoza College of Business 2002 — 2002
M.S.A, Accounting
University of Notre Dame 1997 — 2001
B.B.A, Accounting
Wilton High School 1992 — 1997
Sandler O'Neill & Partners September 2007 - Present
Morgan Stanley December 2004 - August 2007
PwC September 2002 - December 2004
Education
University of Notre Dame - Mendoza College of Business 2002 — 2002
M.S.A, Accounting
University of Notre Dame 1997 — 2001
B.B.A, Accounting
Wilton High School 1992 — 1997
Kenny Perschetz's Sandler O'Neill & Partners Experience 1994 - 2006
Job ARM MBS Trader
Industry Financial Services
Experience
JVB Financial Group, LLC April 2012 - Present
Oppenheimer & Co. June 2010 - March 2012
Nomura Securities 2006 - 2008
Sandler O'Neill & Partners 1994 - 2006
Bear Stearns 1986 - 1994
Dean Witter 1983 - 1986
Standard & Poor's 1977 - 1983
Education
Fordham University 1978 — 1980
MBA
University of Hartford 1973 — 1977
BS
JVB Financial Group, LLC April 2012 - Present
Oppenheimer & Co. June 2010 - March 2012
Nomura Securities 2006 - 2008
Sandler O'Neill & Partners 1994 - 2006
Bear Stearns 1986 - 1994
Dean Witter 1983 - 1986
Standard & Poor's 1977 - 1983
Education
Fordham University 1978 — 1980
MBA
University of Hartford 1973 — 1977
BS
Alison Setterberg's Sandler O'Neill & Partners Experience June 2004 - September 2004
Job VP Portfolio Analytics Metropolitan Real Estate at The Carlyle Group
Industry Venture Capital & Private Equity
Experience
The Carlyle Group May 2014 - August 2015
Venturi & Company April 2013 - February 2014
Credit Suisse July 2008 - March 2013
Merrill Lynch January 2007 - July 2008
Smith Barney, Citigroup Inc February 2005 - April 2006
American Express Company October 2004 - February 2005
Sandler O’Neill & Partners June 2004 - September 2004
Oppenheimer Funds May 2003 - August 2003
Mutual of America Life Insurance Company June 2000 - August 2002
Education
Boston College
Bachelor of Science (BS), Economcis
University of Notre Dame - Mendoza College of Business
Master of Business Administration (MBA), Finance & Investments
The Carlyle Group May 2014 - August 2015
Venturi & Company April 2013 - February 2014
Credit Suisse July 2008 - March 2013
Merrill Lynch January 2007 - July 2008
Smith Barney, Citigroup Inc February 2005 - April 2006
American Express Company October 2004 - February 2005
Sandler O’Neill & Partners June 2004 - September 2004
Oppenheimer Funds May 2003 - August 2003
Mutual of America Life Insurance Company June 2000 - August 2002
Education
Boston College
Bachelor of Science (BS), Economcis
University of Notre Dame - Mendoza College of Business
Master of Business Administration (MBA), Finance & Investments
CITIC Securities
Sandler O'Neill & Partners, L.P.
WR Hambrecht + Co
Sandler O'Neill
CITIC Securities Company Limited
WR Hambrecht
CITICS