SBC Warburg

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SBC Warburg Employees

Employee
Years
Job
Industry
Scott Klimo, CFA Scott Klimo, CFA Bellingham, Washington Details
Scott Klimo, CFA's SBC Warburg Experience March 1994 - March 1998
Job Director of Research at Saturna Capital Corporation
Industry Financial Services
Experience
Saturna Capital Corporation  May 2012 - Present
Security Global Investors  October 2001 - April 2011
Avera Global Partners / Security Global Investors   October 2001 - April 2011
Founders Asset Management  December 1999 - September 2001
State of Wisconsin Investment Board  May 1998 - November 1999
SBC Warburg   March 1994 - March 1998
Smith New Court Far East   1991 - 1994
Crosby Securities   January 1989 - January 1990
Crosby Securities   1987 - 1989

Education
Mandarin Training Center, National Taiwan Normal University   1984 — 1986

The Chinese University of Hong Kong   1983 — 1984
Chinese language, politics and literature studies

Hamilton College   1979 — 1983
Bachelor of Arts, Asian Studies

Western Reserve Academy   1975 — 1979

Andrea Hoerr Andrea Hoerr Madison, Wisconsin Area Details
Andrea Hoerr's SBC Warburg Experience August 1994 - December 1996
Job Director of Services for North America at Snow Software
Industry Information Services
Experience
Snow Software  April 2014 - Present
CDW  February 2013 - April 2014
CDW  October 2006 - 2013
Berbee Information Networks  October 2006 - July 2008
Berbee / CDW   October 2006 - July 2008
TDS Telecom  December 2000 - July 2006
Compuware  January 1997 - December 2000
SBC Warburg   August 1994 - December 1996
German American Chamber of Commerce  July 1992 - July 1994
SPP Capital Partners  March 1990 - May 1992

Skills
Virtualization, Cloud Computing, Active Directory, Microsoft Technologies, Disaster Recovery, Windows Server, SharePoint, SCOM, Microsoft Exchange, Security, Enterprise IT Strategy, Technical Product..., System Deployment, Professional Services, Citrix, Data Center, Servers, Network Security, VMware, SCCM

Education
City University of New York-Hunter College   1988 — 1990
B.A., German, Chinese

University of Wisconsin-Madison - School of Business
Project Management Certificate, Project Management

Jan Foo Jan Foo San Francisco Bay Area Details
Jan Foo's SBC Warburg Experience September 1994 - June 1996
Job Senior Manager, Development Strategy, Planning, Operations at Cisco
Industry Computer Networking
Experience
Cisco  August 2014 - Present
Cisco  June 2013 - July 2014
Cisco  September 2010 - May 2013
Cisco  November 2009 - August 2010
Cisco  June 2006 - October 2009
Levi Strauss & Co.   May 2005 - June 2006
OmniSky  April 2000 - April 2001
Arthur Andersen & Co.   July 1998 - April 2000
SBC Warburg   September 1994 - June 1996

Skills
Forecasting, Finance, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Strategy, Access, Process Improvement, Start-ups, Microsoft Excel, Tax, Strategic Financial..., Mergers, Business Planning, Essbase, Business Strategy, Strategic Planning, Cross-functional Team...

Education
Raffles Junior College

Raffles Junior College

Harvard College   1991 — 1994
BA, Applied Mathematics and Economics

University of Cambridge   1996 — 1998
BA and MA, Law

Glenn Polick Glenn Polick Greater New York City Area Details
Glenn Polick's SBC Warburg Experience May 1994 - April 1997
Job ITSM Consultant at Currenly looking for work
Industry Information Technology and Services
Experience
Unisys  February 2014 - May 2015
Red Too   July 2013 - September 2013
Genesis10  February 2013 - April 2013
BT  November 2006 - December 2012
British Telecom Professional Services  November 2006 - December 2012
International Network Services  August 2004 - October 2006
Alcatel-Lucent  April 2001 - 2004
Bloomberg LP  May 1997 - March 2001
SBC Warburg   May 1994 - April 1997
Accenture  April 1992 - October 1994

Skills
ITIL, IT Service Management, Business Process..., IT Strategy, Six Sigma, Project Management, Service Delivery, Service Management, Continuous Improvement, Network Monitoring Tools, IT Governance, Governance, Data Center, Disaster Recovery, PMP, ITIL Certified, Business Intelligence, Cloud Computing, Incident Management, Pre-sales, Management Consulting, Business Process, SDLC, Change Management, Management, Strategy, Information Technology

Education
Manhattanville College   1986 — 1990
Bachelor's degree, Economics, 3.65

Richard Prati Richard Prati New Smyrna Beach, Florida Details
Richard Prati's SBC Warburg Experience June 1994 - June 1996
Job CEO of Life Care Medical Devices (LCMD)
Industry Medical Devices
Experience
Life Care Medical Devices Limited   November 2013 - Present
PVG Asset Management Corp.   October 2013 - Present
Centennial Brands   January 2015 - Present
Prati Management   February 2012 - Present
Sterne Agee  December 2010 - January 2012
Broadpoint Gleacher  October 2008 - October 2010
American Technology Research, Inc.   2002 - 2008
SoundView Technology Group  June 1996 - February 2002
SBC Warburg   June 1994 - June 1996
Dean Witter Reynolds Inc.  June 1993 - June 1994

Skills
Equities, Investments, Strategic Planning, Hedge Funds, Valuation, Equity Research, Capital Markets, Investment Banking, Financial Modeling, Asset Management, Portfolio Management, Management, Financial Analysis, Research, Fixed Income, Venture Capital, Public Relations, Series 7, Bloomberg, Alternative Investments, Trading, Strategy, Public Speaking, Medical Devices, Medical Terminology, Entrepreneurship..., Creative..., Public Policy, Turnaround Strategy, Turn Around Management, Turnaround Experience, Microsoft Office

Education
University of Rochester - Simon Business School   1991 — 1993
MBA, Finance

Vanderbilt University   1985 — 1989
BS, Economics

Michael Bakula Michael Bakula Deland, Florida Details
Michael Bakula's SBC Warburg Experience January 1996 - January 2000
Job Student at EmbryRiddle Aeronautical University
Industry Aviation & Aerospace
Experience
Memorial University of Newfoundland  January 2011 - October 2011
Borders  November 2001 - June 2002
Northern Illinois Flight Service   July 2001 - October 2001
Columbia College Chicago  September 2000 - June 2001
SBC Warburg   January 1996 - January 2000

Skills
Problem Solving, Software Development, Leadership, Electronics, Safety Management..., Private Pilot, Systems Engineering, CAD, Catia, Keynote, Networking, Stressful Situations, Troubleshooting, Robotics, C++, Robot Programming, Labview

Education
Embry-Riddle Aeronautical University   2006 — 2014
Bachelor of Science (B.S.), Unmanned Aircraft Systems Science

Gustavo Brillembourg Gustavo Brillembourg New York, New York Details
Gustavo Brillembourg's SBC Warburg Experience June 2011 - August 2011
Job Capital Markets Analyst at Prime Finance
Industry Real Estate
Experience
Prime Finance  March 2015 - Present
Prime Finance  July 2014 - March 2015
Boston Properties  June 2013 - August 2013
SBC Warburg   June 2011 - August 2011
Access America Prep Programs, LLC   August 2010 - September 2010
Lampe & Schwartze   June 2009 - August 2009

Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Social Media, Spanish, Market Research

Education
Vanderbilt University   2010 — 2014
Bachelor of Arts (B.A.), European Studies and Financial Economics

The London School of Economics and Political Science (LSE)   2012 — 2012
Short Course, Democracy in Conflict

Milton Academy   2007 — 2010

Hans Hsu Hans Hsu Rockville, Maryland Details
Hans Hsu's SBC Warburg Experience 1992 - 1999
Job ...
Industry Investment Management
Experience
Merrill Lynch  August 2011 - April 2013
UBS Investment Bank  January 1994 - September 2011
Felicite.com, Inc.   January 1999 - May 2009
Chinese Language School of Connecticut   May 2002 - May 2005
Swiss Bank Corporation  1993 - 1999
SBC Warburg   1992 - 1999
McKinsey & Company  June 1992 - June 1994
Salomon Brothers  June 1986 - December 1988

Skills
Derivatives, Currency, Management, E-commerce, Precious Metals, Structured Products, FX trading, Hedge Funds, Credit Derivatives, Swaps, Fixed Income, FX Options, Emerging Markets, Options, Commodity, Equity Derivatives, Trading, Risk Management, Capital Markets, Foreign Exchange, Electronic Trading, Trading Systems, Investment Banking, Interest Rate..., Equities, Hedging, Alternative Investments, Equity Trading, Trading Strategies, Market Risk, Quantitative Investing, Valuation, Proprietary Trading, Investment Strategies, FX Trading, Finance, Private Equity, Securities, Bloomberg, Bonds, Financial Markets, Rates, Treasury, Prime Brokerage, Financial Structuring, Asset Management, Equity Research, Low Latency, Structured Finance, Investments

Education
Harvard Law School   1989 — 1992
JD, Corporate and Banking law, cum laude

Cambridge University   1984 — 1986
Ma, Computer Science, 2/1

University of Michigan   1979 — 1984
BS, Economics

University of Michigan   1979 — 1984
BSE, Electrical and Computer Engineering

Gerald Hees Gerald Hees Greater New York City Area Details
Gerald Hees's SBC Warburg Experience 1994 - 2000
Job Program Manager / Divisional Executive practiced in managing a portfolio of logistical projects and programs
Industry Financial Services
Experience
Major Hedge Fund in Westport CT   June 2010 - Present
Financial Services and Technology Firms   December 2008 - Present
UBS Investment Bank  January 2000 - May 2008
SBC Warburg   1994 - 2000
Swiss Bank Corporation  1983 - 1994

Skills
Business Process..., Product Development, Fixed Income, Equities, Hedge Funds, FX Options, Trading, Financial Markets, Portfolio Management, Options, Risk Management, Financial Modeling, Electronic Trading, Strategy, Securities, Investment Banking, Program Management, Capital Markets, Trading Systems, Derivatives, Cross-functional Team..., Market Risk, Market Data, Swaps, Equity Derivatives, Asset Management, Financial Risk, Investments, Banking, Emerging Markets

Education
Thunderbird School of Global Management   1982 — 1983
Master of International Management, International Finance

University of Arizona, Eller College of Management   1978 — 1982
BSBA, Finance and Business Economics

Patrick D'Angelo Patrick D'Angelo Greater New York City Area Details
Patrick D'Angelo's SBC Warburg Experience July 1992 - July 1997
Job Director of Equity sales & trading at Otkritie Inc.
Industry Financial Services
Experience
Otkritie Capital US   November 2011 - Present
Hyerdale Capital   September 2006 - November 2011
Dresdner Kleinwort Wasserstein  July 1998 - June 2006
Credit Suisse  July 1997 - July 1998
SBC Warburg   July 1992 - July 1997
Bowen Murphy & Lee   March 1987 - July 1992

Skills
Equities, Trading, Equity Trading, Options, Proprietary Trading, Electronic Trading, Risk Management, Management, Hedge Funds, Trading Systems, Financial Markets, Managing Employees, Portfolio Management, Capital Markets, Emerging Markets, Asset Management, Market Making, Series 7

Education
Johnson and Wales University
Finance, Business Mgmt

Michael Kalavritinos Michael Kalavritinos New York, New York Details
Michael Kalavritinos's SBC Warburg Experience 1996 - 1999
Job Deputy Head, Global Client Management Latin America at BNY Mellon
Industry Banking
Experience
BNY Mellon  May 2014 - Present
BNY Mellon  January 2013 - June 2014
BNY Mellon  October 2013 - December 2013
The Bank of New York Mellon  May 2007 - December 2012
J.P. Morgan   2005 - 2007
Deutsche Bank  1999 - 2005
SBC Warburg   1996 - 1999
Wellington Management  1996 - 1997
Mellon Bank  1993 - 1996

Skills
Asset Management, Banking, Capital Markets, Risk Management, Strategic Planning, Portfolio Management, Negotiation, Investments, Business Strategy, Emerging Markets, Fluent in Spanish,..., Business Development, Finance, Asset Managment, Alternative Investments, Financial Services, Management, Strategy, Latin America, Financial Risk, Leadership, International Business, Securities, Fixed Income, Derivatives, Equities, Hedge Funds, Financial Markets, FX Options

Education
Boston University   1989 — 1990
MA, International Relations and Affairs

The Citadel   1984 — 1988
BA, Political Science and Government

ACS   1980 — 1984
High School, High School/Secondary Diplomas and Certificates

SFQC

Julie Andrews Julie Andrews Greater Boston Area Details
Julie Andrews's SBC Warburg Experience January 1997 - January 1998
Job Senior Operations Representative at TUV Rheinland of North America
Industry Accounting
Experience
TUV Rheinland of North America  February 2013 - Present
TUV Rheinland Group  February 2011 - February 2013
TUV Rheinland Group  2010 - 2010
Groton Community School   June 2006 - December 2009
Barclays Global Investors  January 1998 - October 1998
SBC Warburg   January 1997 - January 1998
SBC Warburg   May 1996 - April 1997
Salomon Brothers  September 1993 - May 1996
KPMG  September 1990 - September 1993

Skills
Accounting, Auditing, Budgets, Management, Analysis, Account Reconciliation, Finance, Financial Statements, General Ledger, Human Resources, Leadership, Microsoft Excel, Microsoft Office, New Business Development, Nonprofits, Process Improvement, Product Development, Program Management, Project Management, Project Planning, SAP, Strategic Planning, Training, Variance Analysis

Education
Institute of Chartered Accountants of Scotland   1990 — 1993
CA, Accounting, Finance, Audit

The University of Glasgow   1987 — 1990
Bachelor of Accountancy, Accounting and Finance

University of Glasgow   1987 — 1990
BAcc, Accountancy, Taxation, Economics

Jeff Woda Jeff Woda Greater New York City Area Details
Jeff Woda's SBC Warburg Experience July 1995 - April 1998
Job Adjunct Professor New York Institute of Finance
Industry Investment Banking
Experience
Scotiabank Global Banking and Markets  November 2012 - January 2014
UBS Investment Bank  August 2010 - September 2011
UBS Investment Bank  January 2001 - August 2010
UBS Investment Bank  May 1998 - December 2000
SBC Warburg   July 1995 - April 1998
Progressive Brick Company   August 1987 - September 1993
Kolossa   August 1986 - August 1987
Celine Natural Cosmetics   September 1985 - November 1986
Firma Frima   August 1984 - August 1986

Skills
Swaps, Trading, FX, Currency, Rates, Global Teams, Management, Risk Management, FX Options, Options, Fixed Income, Derivatives, Interest Rate..., Bloomberg, Commodity, Portfolio Management, Financial Risk, Structured Products, Hedging, Bonds, Foreign Exchange, Trading Systems, Financial Markets, Capital Markets, Market Risk, Electronic Trading, Hedge Funds, FX trading, Investment Banking, Quantitative Finance, Credit Derivatives, Team Leadership, Equity Trading, Structured Finance, Finance, Financial Modeling, FX Trading, Teaching, Real Estate

Education
New York University   1993 — 1995
BA - suma cum laude, Finance - Marketing, 3.9

Cherruau Marc Cherruau Marc Montreal, Canada Area Details
Cherruau Marc's SBC Warburg Experience January 1993 - April 1996
Job Fin de contrat Octobre 31 2014 at IBM
Industry Information Technology and Services
Experience
IBM  October 2013 - Present
Groupe Optimum   July 2013 - September 2013
Banque Nationale  October 2006 - March 2013
Hydro Québec  June 2000 - September 2006
Banque Privée Saint Dominique   October 2002 - February 2003
EDF-GDF   January 2000 - June 2000
Standard Life  October 1998 - July 1999
ISM  May 1998 - October 1998
International Air Transport Association (IATA)   August 1996 - December 1997
SBC Warburg   January 1993 - April 1996

Skills
VMware, Active Directory, System Administration, Windows Server, Windows, Microsoft Exchange, HP, DHCP, IIS, Disaster Recovery, Software Installation, Microsoft Technologies, Workstations, Citrix, Antivirus, DNS, Hardware, Lotus Notes, XP, Cisco Technologies

Education
Cours VMWare (Formation Jump Start)

HEC Montreal
Certificat en technologies de l information

3-Soft

College Bois de Boulogne

Institut Control Data   1990 — 1991
Diplôme d'Inspecteur de Maintenance Informatique, equivalent DEC, Maintenance Informatique

Lycée Passy Buzenval
Terminal F3 Électrotechnique

David Ridder David Ridder Los Gatos, California Details
David Ridder's SBC Warburg Experience 1994 - 1997
Job Vice President at PURETi Group, LLC
Industry Environmental Services
Experience
PURETI Group LLC   November 2013 - Present
RFI  April 2013 - August 2013
Vertical Communications  2009 - 2012
Cintas Corporation  2006 - 2009
Beacon Fire & Safety, LLC   2003 - 2006
Diversifed Fire Products   2001 - 2003
Plan To Achieve   1998 - 2001
SBC Warburg   1994 - 1997

Skills
Business Strategy, Sales Management, Operations Management, Business Unit Start-up, Organizational..., Process Improvement, Forecasting, Financial Modeling, Channel Sales, Field Service, Customer Experience, Key Account Management, Selling, Direct Sales, Team Building, Solution Selling, Team Leadership, SaaS, New Business Development, VoIP, Unified Communications, Telecommunications, Security, Sales Process, Sales Operations, Strategic Partnerships, Cross-functional Team..., Salesforce.com, Business Development, Sales, Contract Negotiation, Mergers & Acquisitions, P&L Management, Account Management, Fire Alarm, Access Control, Managed Services, Change Management, Video Surveillance, CRM, B2B, Product Management, Customer Retention, Product Marketing, Sales Presentations, Management, Leadership, Channel Partners, Lead Generation, Strategic Planning

Education
Fuller Theological Seminary   2013 — 2018
Master of Theology and Ministry (MATM)

Kansas State University   1991 — 1994
Bachelor of Science, Business Administration, Finance

Irina Giller-CGEIT,CIPP,CISA,CISM,CISSP,CRISC Irina Giller-CGEIT,CIPP,CISA,CISM,CISSP,CRISC Greater New York City Area Details
Irina Giller-CGEIT,CIPP,CISA,CISM,CISSP,CRISC's SBC Warburg Experience 1989 - 1997
Job Director, IT Governance, Risk and Compliance at KPMG
Industry Accounting
Experience
KPMG  November 2009 - Present
KPMG  2000 - December 2009
UBS Investment Bank  1997 - 1999
SBC Warburg   1989 - 1997

Skills
IT Audit, Information Security, Governance, CISA, Information Security..., IT Risk Management, Information Technology, Vulnerability Management, CISSP, Enterprise Risk..., Business Continuity, PCI DSS, ISO 27001, CGEIT, Data Privacy, COBIT, Policy, Security, SAS70, CRISC, CISM, IT Strategy, IT Governance, CIPP, ITIL v3 Foundations..., IT Security Policies, IT Policies, IT Compliance, IT Governance, Risk and..., IT Transformation, Business Analysis, IT Management

Education
City University of New York-Hunter College   1980 — 1983
BS, Health Sciences

Cindy Hwang Cindy Hwang Greater New York City Area Details
Cindy Hwang's SBC Warburg Experience 1996 - 1996
Job Vice President at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group  January 2008 - Present
Moody's Investors Service  May 2003 - January 2008
Sapient Corporation  August 1998 - May 2003
SBC Warburg   1996 - 1996

Skills
SDLC, Agile Methodologies, Requirements Gathering, Software Project..., Business Analysis, Requirements Analysis, Enterprise Architecture, SQL, IT Strategy, Business Intelligence, Solution Architecture, Visio, Software Development, Vendor Management

Education
Carnegie Mellon University   1994 — 1998
BS, Computer Science

Philip Cooke Philip Cooke San Francisco Bay Area Details
Philip Cooke's SBC Warburg Experience April 1994 - June 2000
Job Crossover Capital LLC
Industry Financial Services
Experience
Crossover Capital LLC   September 2015 - Present
Forward Management  March 2014 - August 2015
Insikt Inc.  May 2013 - March 2014
Barclays Wealth  June 2010 - May 2013
JMP Securities  August 2009 - June 2010
Credit Suisse  June 2007 - December 2008
Ascend Capital  June 2006 - June 2007
Morgan Stanley  June 2000 - June 2006
SBC Warburg   April 1994 - June 2000

Skills
Banking, Alternative Investments, Pensions, Relationship Management, Asset Allocation, Retail Banking, Asset Management, Credit, Wealth Management, Series 7, Investment Strategies, Investment Advisory, Securities, Bonds, Wealth, Investment Management, Structured Products, Funding, Structured Finance, Wealth Management..., Options, Finance, Cross Selling, Equity Derivatives, High Net Worth..., Hedging, Equities, Portfolio Management, Mutual Funds, Investments, Hedge Funds, Capital Markets, Fixed Income

Education
University of San Diego   1990 — 1992
BA, Sociology

Cameron Crise Cameron Crise Westport, Connecticut Details
Cameron Crise's SBC Warburg Experience January 1996 - July 1997
Job Global Macro Portfolio Manager | Strategist
Industry Investment Management
Experience
Graham Capital Management  May 2010 - March 2014
Nylon Capital LLP   April 2008 - January 2010
Fortis Investments  August 2004 - February 2008
Gartmore  December 2003 - July 2004
Lee Overlay Partners   August 2000 - November 2003
UBS  August 1997 - July 2000
SBC Warburg   January 1996 - July 1997
SBC Warburg   July 1993 - December 1995

Education
Duke University   1989 — 1993
A.B., Public Policy Studies and History

Kay Divant Kay Divant Fallbrook, California Details
Kay Divant's SBC Warburg Experience September 1996 - September 1997
Job writer
Industry Fine Art
Experience
Fine Art Associates   December 2010 - February 2013
Enterprise Holdings, Inc.   May 2008 - December 2010
WestLB  May 2003 - July 2005
Critical Mass (an arts consortium)   September 1994 - October 2004
Barclays Capital  April 2002 - April 2003
Salomon Smith Barney  2001 - 2002
11211 Magazine   1998 - 2002
ING Barings  1998 - 2001
SBC Warburg   September 1996 - September 1997
The Divant Wing at the Distillery   September 1990 - August 1995

Education
University of California, Los Angeles   1968 — 1973
Bachelor of Arts magna cum laude, English, honors

University of New Hampshire   1983 — 1985
Master of Arts (M.A.), English (Post 1970s Critical Theories)

University of Tulsa   1947 — 1960
School of Fine Arts, Music Preparatory, piano

Morrin Bass, PhD, MBA Morrin Bass, PhD, MBA Greater New York City Area Details
Morrin Bass, PhD, MBA's SBC Warburg Experience 1994 - 1998
Job Speaker, Author, Hypnotist, Founder/Director of New York Awareness Center
Industry Professional Training & Coaching
Experience
Staying in the Light   March 2013 - Present
NSA  April 2001 - Present
New York Awareness Center   January 2001 - Present
New York Awareness Center   January 2001 - Present
New York Awareness Center   January 2001 - Present
Societe Generale  1998 - 2000
Banque Paribas  1996 - 1998
SBC Warburg   1994 - 1998

Skills
Personal Development, Thought Leadership, Trusted Advice, Creative Visualization, Gamma Hypnosis, NLP, Peak Performance, Public Speaking, Speaking Engagements, Conference Speaking, Hypnosis, Training, Leadership, Entrepreneurship, Executive Coaching, Coaching, Strategy, Career Counseling, Organizational..., Management Consulting, Meditation, Business Coaching, Leadership Development, Strategic Communications, Stress Management, Hypnotherapy, Workshop Facilitation, Emotional Intelligence, Motivational Speaking, Presentation Coaching, Management Development, Life Coaching, Teaching

Education
MythoSelf Performance Design With Dr.Joseph Riggio   2005 — 2011

The Michael Newton Institute   2003 — 2004
LBL Specialist

Vanguard University of Southern California   1999 — 2000
MBA

Columbia University in the City of New York   1990 — 1990
MA

Columbia University - Graduate School of Architecture, Planning and Preservation   1989 — 1989
PhD

Moscow Architectural Institute (State Academy) (MARCHI )   1986 — 1989
Ph.D.

Patricia Tyler Patricia Tyler Greater New York City Area Details
Patricia Tyler's SBC Warburg Experience 1992 - 1998
Job Finance executive with expertise in marketing, client relations & business development
Industry Investment Management
Experience
Brown Brothers Harriman  1998 - 2001
SBC Warburg   1992 - 1998

Skills
Equity Research Analysis, Latin American markets, Private Banking, Asset Management, Marketing, Marketing Strategy, Private Equity, Business Development, Portfolio Management, Asset Allocation, Relationship Management, Investment Banking, Financial Modeling, International Business, Personal Trust..., Latin American Business

Education
Thunderbird School of Global Management   1990 — 1992
Master of Business Administration (M.B.A.)

University of Maryland College Park   1985 — 1988
Bachelor’s Degree

Jeff Wright Jeff Wright San Francisco Bay Area Details
Jeff Wright's SBC Warburg Experience 1996 - 1998
Job Vice President, Strategy and Marketing at Autodesk
Industry Information Technology and Services
Experience
Autodesk  May 2014 - Present
Nathan Walton LLC   November 2011 - Present
Autodesk  August 2013 - April 2014
Autodesk  February 2012 - August 2013
Autodesk  May 2003 - February 2012
Bain & Company  2000 - 2003
SBC Warburg   1996 - 1998
Chase Securities  1994 - 1996

Skills
Marketing Strategy, Product Management, Strategy, Strategic Partnerships, Business Strategy, Cloud Computing, Go-to-market Strategy, Analytics, Strategic Planning, Business Modeling, Change Management, Leadership, Product Development, Marketing, SaaS, Team Leadership, Strategy Development, Enterprise Software

Education
Harvard Business School   1998 — 2000
MBA

Hamilton College   1990 — 1994
BA, Economics

London School of Economics and Political Science   1992 — 1993

Heidy Taylor Heidy Taylor Houston, Texas Area Details
Heidy Taylor's SBC Warburg Experience 1993 - 1996
Job Overseas Trainer at USA Girl Scouts Overseas Manila
Industry Human Resources
Experience
USA Girl Scouts Overseas Manila   September 2007 - June 2013
USA Girl Scouts Overseas Manila   August 2006 - August 2009
In Touch Foundation   1996 - 1998
SBC Warburg   1993 - 1996

Skills
Event Planning, Training, Program Development, Project Management, Coordinating Events, Educational Technology, Team Leadership, Recruiting, Program Management, Events Coordination, Leading Meetings, Cross-cultural, Multicultural

Education
Indiana University Bloomington   1986 — 1990
Bachelor's degree, Italian language & history, with concentrations in mathematics and computer sciences

Elkhart Central High School   1982 — 1986

Judith Low Judith Low Greater New York City Area Details
Judith Low's SBC Warburg Experience 1980 - 1983
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company  October 2014 - Present
TNC  2009 - Present
Friedberg Properties & Associates  August 2013 - January 2015
Garden Club of Englewood   2011 - 2013
Salomon Brothers  1983 - 1990
SBC Warburg   1980 - 1983

Skills
Life Insurance, Disability Insurance, General Insurance, Health Insurance, long term care insurance, term insurance, team building, educational funding, Team Leadership, Wealth Transfer...

Education
New York University - Leonard N. Stern School of Business   1980 — 1982
Master of Business Administration (MBA), International Finance

Barnard College   1976 — 1980
Bachelor of Arts (B.A.)

Tenafly High School

Jen Chang Jen Chang Greater New York City Area Details
Jen Chang's SBC Warburg Experience 1995 - 1997
Job Director of Communications at The New York Cosmos
Industry Sports
Experience
The New York Cosmos  December 2012 - Present
Liverpool Football Club  June 2012 - November 2012
Sports Illustrated  March 2010 - May 2012
ESPN  November 2004 - March 2010
ESPN  January 2004 - October 2004
American Capital Strategies  September 1999 - August 2001
Goldman Sachs  September 1997 - August 1999
SBC Warburg   1995 - 1997

Skills
Soccer Analysis, Business Development, Management Consulting, Editorial, Sports, Social Media, Journalism, Media Relations, Soccer, Sports Writing, Digital Media, Blogging, Editing, Event Management, New Media, Press Releases, Public Relations, Research

Education
University of Cambridge   1992 — 1993
Mphil, International Relations

London School of Economics and Political Science
Msc, Industrial Relations and Management

Queen Mary, U. of London
Bachelor of Arts (BA), History

Bill Winger Bill Winger Greater Chicago Area Details
Bill Winger's SBC Warburg Experience July 1996 - March 1998
Job Adjunct Professor of English
Industry Education Management
Experience
Harper College  January 2007 - Present
First Traders Analytical Solutions   August 2002 - June 2007
International Trading Institute  March 2000 - August 2002
STC Trading, LLC.   March 1998 - February 2000
SBC Warburg   July 1996 - March 1998
UBS  1996 - 1998

Education
University of Illinois at Chicago   2002 — 2006
In Progress, English

The University of Chicago   1988 — 1990
M.A., Social Sciences

Yale University   1983 — 1987
B.A., Philosophy

Kristina Salen Kristina Salen Brooklyn, New York Details
Kristina Salen's SBC Warburg Experience December 1994 - April 1996
Job CFO, Etsy
Industry Internet
Experience
Etsy  January 2013 - Present
Cornerstone OnDemand  July 2014 - Present
Trunk Archive  October 2011 - Present
Fidelity Investments  January 2006 - January 2013
Oppenheimer Capital  May 2002 - December 2005
Merrill Lynch  June 1997 - June 2001
Lazard Freres  April 1996 - June 1997
SBC Warburg   December 1994 - April 1996

Skills
Equities, Equity Research, Investments, Valuation, Financial Modeling, Portfolio Management, Bloomberg, Asset Managment, Financial Analysis, Equity Valuation, Mutual Funds, Digital Media, Media, Internet Strategy, Business Strategy, New Business Development, Private Equity, M&A experience, Venture Capital, Asset Management, Emerging Markets

Education
Columbia University - Columbia Business School   2001 — 2003
MBA, Finance

Vassar College   1989 — 1993
BA, political science

Rob Canora Rob Canora Greater New York City Area Details
Rob Canora's SBC Warburg Experience 1994 - 1996
Job
Industry Banking
Experience
BNP Paribas  April 1996 - Present
SBC Warburg   1994 - 1996
Chemical Bank  1985 - 1993

Skills
Trading, Structured Finance, Origination, Loans, Leveraged Finance, Distressed Debt, Project Finance, Commodities, Corporate Lending, Oil&Gas, Derivatives, Loan Origination, Corporate Finance, Credit Risk, Investment Banking, Syndications, Loan Sales, Capital Markets, Fixed Income, Credit, Commodity, Credit Analysis, Risk Management

Education
Fordham Gabelli School of Business   1980 — 1983
MBA

State University of New York College of Environmental Sciences and Forestry   1976 — 1980
BS

Richard Finn Richard Finn Smithfield, Rhode Island Details
Richard Finn's SBC Warburg Experience August 1994 - October 1996
Job HR Management Information Delivery Manager at Citizens Bank
Industry Human Resources
Experience
Citizens Bank  January 2012 - Present
Royal Bank of Scotland  November 2009 - Present
ABN AMRO Bank N.V.   April 2001 - November 2009
ING Barings  May 1998 - April 2001
Mastech  February 1997 - May 1999
SBC Warburg   August 1994 - October 1996

Skills
PeopleSoft, Microsoft Office, C#, VB.NET, SQL, SQR, VBA, SQL Server Management..., Benefits Administration, HRIS, Human Resources, Payroll, SDLC, ASP.NET, Change Management, Mergers & Acquisitions, Business Intelligence..., Talent Management, HR Transformation, Business Intelligence, Crystal Reports, PeopleTools, Oracle, Employee Relations, Management, Requirements Analysis, Business Objects, Business Analysis, Personnel Management, Succession Planning, Requirements Gathering

Education
University of South Wales   1990 — 1994
BSc, Computer Science

Anthony Rizzotto Anthony Rizzotto Greater New York City Area Details
Anthony Rizzotto's SBC Warburg Experience 1994 - 1997
Job U.S. Securities and Exchange Commission
Industry Financial Services
Experience
U.S. Securities and Exchange Commission   2013 - Present
Ashton Lane Group, Inc   2007 - 2013
RBC Capital Markets  2005 - 2007
Lehman Brothers  1997 - 2005
SBC Warburg   1994 - 1997

Education
Baruch College, City University of New York (CUNY)

Homer Cheng Homer Cheng Irvine, California Details
Homer Cheng's SBC Warburg Experience 1998 - 2000
Job Chief Technology Officer at Data Boiler Technologies, LLC
Industry Information Technology and Services
Experience
Data Boiler Technologies, LLC   November 2014 - Present
Morgan Stanley  June 2012 - July 2014
Goldman Sachs  January 2000 - May 2011
SBC Warburg   1998 - 2000

Skills
Market Data, Program Management, IT Strategy, Business Analysis, Team Building, Process Improvement, Vendor Relations, Trading Systems, Customer Relations, Risk Management, Investment Banking, Vendor Management, Derivatives, Equities, Management, SDLC, Capital Markets, Fixed Income, Enterprise Architecture

Education
Cornell University   1984 — 1989
BS; MEng, Electrical Engineering

James Mastriani James Mastriani Greater New York City Area Details
James Mastriani's SBC Warburg Experience March 1997 - July 1998
Job Senior Executive in Accounts Receivables Management Industry
Industry Financial Services
Experience
Velocity Portfolio Group, Inc.   September 2004 - Present
Skadden Arps  August 1998 - August 2004
SBC Warburg   March 1997 - July 1998

Skills
Mergers, Due Diligence, Private Equity, Corporate Law, Litigation, Venture Capital, Commercial Litigation, Securities

Education
Georgetown University   1989 — 1992
Bachelor of Arts (B.A.)

Tony Chen Tony Chen Greater New York City Area Details
Tony Chen's SBC Warburg Experience 1993 - 1997
Job Director Citigroup Global AML PMO
Industry Financial Services
Experience
Citigroup  July 2010 - October 2014
Barclays Capital  2009 - 2010
Credit Suisse  2006 - 2009
Citigroup  2004 - 2006
Independent Project Manager  2003 - 2004
PeopleSoft  1999 - 2003
Arthur Andersen Business Consulting  1997 - 1999
SBC Warburg   1993 - 1997

Skills
AML, PMO, Trading, Process Engineering, Program Management, Business Analysis, Project Portfolio..., Cross-functional Team..., SDLC, Business Process..., Integration, Change Management, Project Management, Management, CRM, Management Consulting, Product Management, Business Process, Enterprise Software, Financial Services, Outsourcing, Project Planning, User Acceptance Testing, Financial Risk, Banking, Finance, Trading Systems, IT Strategy, Project Delivery, Operational Risk, Vendor Management, Governance, Requirements Gathering, Risk Management, Portfolio Management, Strategy, Derivatives, Business Requirements, Investment Banking, Equities, Business Process..., Capital Markets, Middle Office, Fixed Income, Business Transformation, Operational Risk..., Enterprise Risk..., Offshoring, Resource Management, Anti Money Laundering

Education
Baruch College, City University of New York (CUNY)   1992 — 1997
MBA, Finance

Anthony Centeno Anthony Centeno Greater New York City Area Details
Anthony Centeno's SBC Warburg Experience May 1997 - January 2000
Job Senior Manager, Analytics at Shiseido Americas Corporation
Industry Marketing and Advertising
Experience
Shiseido Americas Corporation  January 2013 - Present
NBCUniversal, Inc.   July 2012 - November 2012
ROI Labs   April 2011 - April 2012
Prime Visibility  September 2009 - April 2011
Nielsen Business Media  January 2008 - March 2009
The Segal Company  April 2002 - January 2008
Goldman Sachs  March 2000 - April 2002
SBC Warburg   May 1997 - January 2000
I/B/E/S International   October 1990 - May 1997

Skills
Web Analytics, SEM, Google Analytics, Analytics, Digital Marketing, Strategy, Email Marketing, Omniture, CRM, SEO, PPC, Lead Generation, Online Marketing, E-commerce, Direct Marketing, Customer Acquisition, Social Media Marketing, Landing Page..., Digital Strategy, Google Adwords, Mobile Marketing, Affiliate Marketing, Multivariate Testing, Conversion Optimization, Market Research, Segmentation, Digital Media, Database Marketing, User Experience, Campaign Management, Keyword Research, comScore, Behavioral Targeting, A/B testing, Competitive Intelligence, Link Building, WebTrends Analytics, Facebook, Social Media, Search, Marketing Strategy, Salesforce.com, Data Analysis, Blogging, Voice of the Customer, Survey Design, Mobile Devices

Education
Borough of Manhattan Community College   1992 — 1996
AAS, Business Management

Lloyd Plenty Lloyd Plenty Greater New York City Area Details
Lloyd Plenty's SBC Warburg Experience 1993 - 1996
Job Global Head of Investment Managers and Market Infrastructures at BNP Paribas
Industry Banking
Experience
BNP Paribas  July 2011 - Present
BNP Paribas  July 2003 - July 2011
Capital Markets Credit Analysts Society   2005 - 2008
SBC Warburg   1993 - 1996
Swiss Bank Corporation  1993 - 1996
Morgan Grenfell   1986 - 1990
Robson Rhodes   1982 - 1986

Education
The London School of Economics and Political Science (LSE)   1979 — 1982

David Kopec David Kopec Greater New York City Area Details
David Kopec's SBC Warburg Experience 1997 - 2002
Job Director, Credit Risk Management at Bank of TokyoMitsubishi
Industry Information Technology and Services
Experience
MUFG Americas  August 2008 - Present
UBS Investment Bank  2006 - November 2007
UBS Investment Bank  2004 - 2005
UBS Investment Bank  2002 - 2003
SBC Warburg   1997 - 2002
Swiss Bank Corporation  1999 - 2000
Westpac  1994 - 1996
Westpac  1993 - 1994
Westpac  1991 - 1993

Skills
Business Analysis, Risk Management, Fixed Income, SDLC, Project Management, Investment Banking, Trading Systems, Financial Services, Databases, SQL, Credit Risk, Outsourcing, Program Management, CRM, Banking, Management, Trading, Cross-functional Team..., Back Office, Finance, Market Risk, Credit Derivatives, Derivatives, Capital Markets, FX Options, Interest Rate..., Structured Finance, Securities, Portfolio Management

Education
State University of New York College at Cortland   1980 — 1984

State University of New York - System

Nicholas Gleckman Nicholas Gleckman San Francisco Bay Area Details
Nicholas Gleckman's SBC Warburg Experience February 1995 - June 1995
Job Hedge Fund Consultant
Industry Financial Services
Experience
Arch Capital Management, Inc.   December 1999 - Present
TUDOR INVESTMENT CORPORATION  June 2009 - October 2011
Donaldson, Lufkin & Jenrette   June 1995 - March 1997
SBC Warburg   February 1995 - June 1995
Bankers Trust  July 1989 - January 1995
Morgan Stanley  February 1986 - April 1989

Skills
Derivatives, Hedge Funds, Equity Derivatives, Equities, Structured Products, Options, Fixed Income, Strategy, Alternative Investments, Emerging Markets, Portfolio Management

Education
McGill University   1981 — 1985
B Sci, Math & Computer Science

Lycee Francais de NY

Trinity School

Joe Rich Joe Rich Greater New York City Area Details
Joe Rich's SBC Warburg Experience April 1996 - August 1997
Job HSBC, New York
Industry Financial Services
Experience
HSBC  January 2015 - Present
Citi  April 2013 - December 2014
Citi  February 2006 - March 2013
Glencore  January 2003 - February 2006
Société Générale   February 2000 - October 2002
Credit Suisse  August 1997 - February 2000
SBC Warburg   April 1996 - August 1997

Skills
Bloomberg, FX Options, Fixed Income, Equities, Capital Markets, Credit, Financial Services, Middle Office, Banking, Securities, Hedge Funds, Derivatives, Bonds, Investment Banking

Education
City University of New York-Baruch College - Zicklin School of Business   1996 — 2000
Masters, Business Administration

Vanderbilt University   1989 — 1991
Bachelors of Arts, English Literature

Centre College   1987 — 1989

Sherrill Crivellone, SPHR, CCP Sherrill Crivellone, SPHR, CCP Stamford, Connecticut Details
Sherrill Crivellone, SPHR, CCP's SBC Warburg Experience 1992 - 2000
Job Executive Director, Global Talent Partner for IT and Operations at UBS
Industry Human Resources
Experience
UBS Investment Bank  May 2011 - Present
Golub Capital  November 2009 - November 2010
Magnetar Capital LLC  January 2005 - May 2008
Lighthouse Solutions, Ltd.   October 2002 - May 2008
Citadel Investment Group  July 2001 - December 2002
UBS  1992 - 2000
Swiss Bank Corp/UBS   1992 - 2000
SBC Warburg   1992 - 2000
Swiss Bank Corp  1992 - 2000
Rust-Oleum Corporation  May 1985 - February 1992

Skills
Employee Relations, Organizational..., Human Resources, Training, Talent Management, Succession Planning, Leadership Development, Executive Coaching, Career Development, Employee Engagement, Leadership, Organizational Design, Change Management, Management, Strategic Planning, Performance Management, Recruiting

Education
Northeastern Illinois University   1981 — 1983
M.A., Education (Reading Instruction)

University of Illinois at Urbana-Champaign   1973 — 1977
Bachelor of Arts (BA), Secondary Education and Teaching

Mark Crameri Mark Crameri Greater New York City Area Details
Mark Crameri's SBC Warburg Experience 1993 - 1996
Job Managing Director, Senior Credit Officer at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank  July 2000 - Present
Warburg Dillon Read  1998 - 2000
SBC Warburg Dillon Read   1996 - 1998
SBC Warburg   1993 - 1996

Skills
Valuation, Derivatives, Investment Banking, Fixed Income, Capital Markets, Corporate Finance, High Yield, Hedge Funds, Financial Risk, Credit Risk, Equities, Leveraged Finance, Bloomberg, Structured Products, Private Equity, Credit Derivatives, Structured Finance, Alternative Investments, Bonds, Equity Research, Emerging Markets, LBO, Financial Structuring, Financial Markets, CDS, Financial Modeling, Market Risk, Trading, Securitization

Education
Drexel University - LeBow College of Business   1987 — 1993
MBA, BSBA, Banking Management, Finance

Jonathan Grabel Jonathan Grabel Santa Fe, New Mexico Area Details
Jonathan Grabel's SBC Warburg Experience October 1996 - July 1998
Job Chief Investment Officer at New Mexico PERA
Industry Investment Management
Experience
New Mexico PERA   January 2014 - Present
Montgomery County Public Schools  August 2011 - January 2014
Baker Capital   August 1998 - July 2011
SBC Warburg   October 1996 - July 1998
Nomura  July 1996 - October 1996
Arthur Andersen  September 1991 - June 1994

Skills
Private Equity, Hedge Funds, Valuation, Investments, Venture Capital, Asset Managment, Investment Banking, Financial Modeling, Alternative Investments, Business Strategy, Mergers & Acquisitions, Entrepreneurship, Due Diligence, Mergers, Corporate Finance, Financial Analysis, Start-ups, Strategy, Financial Structuring, Corporate Development, Equities, Structured Finance, Finance, Leveraged Finance, Financial Services, Mutual Funds, Mezzanine, Executive Management, Capital, Acquisitions, Emerging Markets, Portfolio Management, Investment Management, LBO, Private Placements, Investor Relations, Asset Allocation, Capital Markets, Equity Research, Investment Strategies, Fund Of Funds, Fixed Income, Growth Capital, Equity Valuation, Asset Management, IPO, M&A experience, Investment Advisory, Securities, Institutional...

Education
The University of Chicago Booth School of Business   1994 — 1996
MBA

University of Pennsylvania - The Wharton School   1987 — 1991
BS

Maureen Doyle Berk Maureen Doyle Berk Washington D.C. Metro Area Details
Maureen Doyle Berk's SBC Warburg Experience 1995 - 1997
Job Financial Services Professional
Industry Financial Services
Experience
FBR  1997 - 1999
SBC Warburg   1995 - 1997
Merrill Lynch Capital Markets  1985 - 1995

Education
Thunderbird School of Global Management   1981 — 1982
MBA, International Finance

Indiana University Bloomington   1977 — 1981
B.S., B.A., Business Administration, French

Universite des Sciences Humaines de Strasbourg   1979 — 1980
Diplome D'Etudes Francaises

Lori Lin Lori Lin Greater Los Angeles Area Details
Lori Lin's SBC Warburg Experience May 1998 - August 1998
Job IT Solutions Architect at Health Net
Industry Information Technology and Services
Experience
Health Net  May 2011 - Present
Cognizant Technology Solutions  November 2008 - Present
Health Net  September 2002 - November 2008
Deloitte Consulting  April 1999 - September 2002
SBC Warburg   May 1998 - August 1998
International Paper  June 1996 - June 1997
ExxonMobil  June 1995 - September 1995

Skills
SOA, SQL, Outsourcing, Software Development, SDLC, XML, Integration, HTML, Programming, Systems Analysis, Access, JavaScript, Requirements Analysis

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   1997 — 1999
MBA, MSIS, Business, Information Systems

Washington University in St. Louis   1992 — 1996
B.S., Chemical Engineering

Constance Felten Constance Felten Hayden, Idaho Details
Constance Felten's SBC Warburg Experience 1992 - 1996
Job Executive Assistant to the General Manager and Board of Directors at Kootenai Electric Cooperative
Industry Utilities
Experience
Kootenai Electric Cooperative  January 2014 - Present
ACCO Brands Corporation  November 2011 - September 2013
The TLP Group LLC   November 2009 - December 2011
UBS Investment Bank  January 2002 - November 2008
UBS/O'Connor & Associates   October 1986 - December 2001
SBC Warburg   1992 - 1996

Skills
Project Management, Vendor Management, Microsoft Excel, Event Management, Management, Human Resources, Budgets, Change Management, Finance, Risk Management, Leadership, Research, Analysis, SharePoint, Process Improvement, Concur, Program Management, Account Management, Project Planning, Databases, Business Analysis, Strategy, Recruiting, Training, Team Leadership, Portfolio Management, Cross-functional Team..., CRM, Strategic Planning, Executive Management, Team Building, Organizational..., Business Strategy, Start-ups, Contract Negotiation, Mergers & Acquisitions

Education
Knox College
B.A., French

Susan Rubin Susan Rubin Greater New York City Area Details
Susan Rubin's SBC Warburg Experience January 1997 - July 1998
Job Chief Compliance Officer at Topwater Capital Partners, LLC
Industry Financial Services
Experience
Topwater Capital Division of Leucadia Asset Management LLC   April 2012 - Present
C&A Consulting LLC  January 2012 - May 2012
Level Global Investors  March 2006 - May 2011
IMS Consulting Partners Inc.   April 2005 - January 2006
Och-Ziff Capital Management  September 1999 - March 2005
Farallon Capital Management  July 1998 - July 1999
SBC Warburg   January 1997 - July 1998
Schulte Roth & Zabel LLP  1993 - 1997

Skills
Hedge Funds, Securities Regulation, SEC, Prime Brokerage, Due Diligence, Private Equity, FINRA, Equities, Alternative Investments, Securities, Portfolio Management, Asset Management, Derivatives, Fixed Income, Capital Markets

Education
State University of New York at Albany   1978 — 1982

Robert Lee Finch Robert Lee Finch Greater New York City Area Details
Robert Lee Finch's SBC Warburg Experience 1995 - 1997
Job Head of Credit Review
Industry Financial Services
Experience
AIG  2012 - Present
AIG  2011 - 2012
AIG  June 2005 - 2010
BBVA  December 1997 - June 2005
SBC Warburg   1995 - 1997
Standard & Poor's   1993 - 1995
The Chase Manhattan Bank  1982 - 1993

Skills
Banking, Credit Risk, Latin America, Structured Finance, Credit, Risk Management, Emerging Markets, Asia, Financial Institutions, Project Finance, Portuguese, Spanish, Commercial Real Estate, Corporates, Ratings

Education
The University of Kansas   1971 — 1979
JD/MBA, Business/Law

Christine Klecanda Christine Klecanda Greater New York City Area Details
Christine Klecanda's SBC Warburg Experience 1988 - 1997
Job Manager, Benefits at Sony Corporation of America
Industry Human Resources
Experience
Sony Corporation of America  May 2006 - Present
CCK Consulting, Inc.   1998 - 2006
SBC Warburg   1988 - 1997

Skills
CEBS, Defined Benefit, Health & Welfare..., Defined Contribution, Qualified Retirement..., Employee Benefits

Education
Dickinson College

Darko David Gojcaj Darko David Gojcaj Miami/Fort Lauderdale Area Details
Darko David Gojcaj's SBC Warburg Experience 1997 - 1997
Job Executive Recruiter at Ascendo Resources
Industry Staffing and Recruiting
Experience
Ascendo Resources  August 2015 - Present
PFS Investments  December 2014 - August 2015
Ascendo Resources  2015 - 2015
Merrill Lynch  October 2011 - April 2013
ONYP, Lda.   2004 - 2011
Schonfeld Securities  2001 - 2003
First New York Securities  1998 - 2001
MD Sass, Resurgent Group   1998 - 1998
SBC Warburg   1997 - 1997
neuberger berman  1996 - 1997

Skills
Alternative Investments, Asset Management, Banking, Capital Markets, Corporate Finance, Derivatives, Equities, Equity Trading, Finance, Financial Analysis, Financial Markets, Financial Modeling, Fixed Income, Investment Strategies, Hedge Funds, Investments, Mutual Funds, Options, Portfolio Management, Proprietary Trading, Risk Management, Securities, Series 7, Stock Trading, Strategic Financial..., Trading, Valuation, Wealth Management, Series 63, Financial Planning

Education
Manhattan College
BS, Economics & Finance

Sheldon Stoughton Sheldon Stoughton Houston, Texas Area Details
Sheldon Stoughton's SBC Warburg Experience 1994 - 1997
Job Energy Finance and Banking Executive
Industry Financial Services
Experience
Standard Chartered Bank  November 2010 - Present
Royal Bank of Scotland  2004 - 2010
Reliant Resources  2001 - 2004
Credit Suisse First Boston  1997 - 2001
SBC Warburg   1994 - 1997
Bankers Trust Company  1985 - 1994
Exxon  1980 - 1984

Education
University of Chicago, Booth School of Business   1978 — 1980
MBA, Finance and International Business

University of Pennsylvania   1974 — 1978
BSc (Wharton) and BA (College), Economics and International Relations

Rob Faulkner Rob Faulkner United States Details
Rob Faulkner's SBC Warburg Experience 1992 - 1995
Job Managing Director at Redmile Group LLC
Industry Financial Services
Experience
Redmile Group LLC   February 2008 - Present
Gilda's Club New York City  2007 - Present
Thomas Weisel Partners  2006 - 2008
JMP Securities  2005 - 2006
Prudential Equity Group  2002 - 2005
Hambrecht & Quist / Chase / JPMorgan   1995 - 2001
SBC Warburg   1992 - 1995
The Wilkerson Group  1990 - 1992

Skills
Analysis, Valuation, Equity Research, Venture Capital, Business Valuation, Corporate Finance, Alternative Investments, Financial Modeling, Private Equity, Due Diligence, Investment Banking, Business Strategy, Mergers & Acquisitions, Business Development, Investments, Hedge Funds, Equities, Corporate Development, Competitive Analysis, Portfolio Management, Management, IPO, Strategic Planning, Equity Valuation

Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA, Business

Harvard University
AB

Anthony Portelli Anthony Portelli Greater New York City Area Details
Anthony Portelli's SBC Warburg Experience 1992 - 1997
Job Managing Director Operations Manager at ITG
Industry Financial Services
Experience
ITG  PresidentNYFIX Securities Corporation2002 - February 2010
NYFIX Securities Corporation   2002 - 2010
SBC Warburg   1992 - 1997
National Financial  1984 - 1987

Education
Pace University - Lubin School of Business   1979 — 1983
MBA, Financial Management

Baruch College, City University of New York (CUNY)   1974 — 1978
BBA, Marketing Management

Michael Marusiak Michael Marusiak Greater Boston Area Details
Michael Marusiak's SBC Warburg Experience September 1994 - August 1996
Job Currently seeking new opportunities
Industry Financial Services
Experience
Agate Global Equity Fund   May 2011 - May 2013
Artradis Fund Management   May 2007 - June 2009
Principal Global Investors  February 2000 - April 2007
TCW Group  October 1996 - September 1998
SBC Warburg   September 1994 - August 1996

Skills
Alternative Investments, Hedge Funds, Valuation, Fixed Income, Equity Research, Derivatives, Equities, Capital Markets, Investments, Asset Management, Portfolio Management, Investment Management, Investment Banking, Mutual Funds, Emerging Markets

Education
Columbia University - School of International and Public Affairs   1992 — 1994
MIA, International Banking and Finance

Simon Fraser University   1987 — 1992
BBA, Business Administration and Economics

Michael Bastock Michael Bastock Greater New York City Area Details
Michael Bastock's SBC Warburg Experience January 1993 - January 1995
Job HR Director Regional HR Business Partner for Functions North America
Industry Financial Services
Experience
BNP Paribas  March 2004 - Present
ING Barings / ABN AMRO   January 1998 - January 2002
Lehman Brothers  January 1996 - January 1998
SBC Warburg   January 1993 - January 1995
Barclays  January 1987 - January 1989

Skills
Talent Management, Performance Management, Succession Planning, Change Management, Employee Engagement, Deferred Compensation, Talent Acquisition, Employee Relations, Investment Banking, HR Policies, Onboarding, HR Transformation, HRIS, Organizational Design, Organizational..., Employee Benefits, Human Resources, Personnel Management, Recruiting, Performance Appraisal, Training, Strategy, Interviews

Education
Bournemouth University
Bachelor of Arts (B.A.), Business Studies

Pamela Ha-Stevenson Pamela Ha-Stevenson Greater New York City Area Details
Pamela Ha-Stevenson's SBC Warburg Experience 1996 - 1999
Job Development Database Manager at PersontoPerson
Industry Nonprofit Organization Management
Experience
Person-to-Person  February 2015 - Present
Darien High School Parent Association   July 2014 - Present
The Depot  July 2014 - Present
YWCA Darien/Norwalk  March 2013 - June 2015
Darien Junior Sailing Team   2009 - August 2014
Hearst Media  August 2013 - June 2014
YWCA Darien/Norwalk  August 2011 - June 2014
Darien Youth Lacrosse Association   2010 - June 2014
Tokeneke Elementary School Parent-Teacher Organization   2006 - June 2014
SBC Warburg   1996 - 1999

Skills
Proofreading, Editing, Non-profits, Nonprofits, Email Marketing, Publishing, Photography, Public Relations, Fundraising, Public Speaking, Facebook, Volunteer Management, Constant Contact, Proposal Writing, Social Media Marketing, Publications, Newsletters

Education
Mercy High School

University of Michigan
Bachelor of Arts, International Economics and Japanese

Roberta Hosegood Roberta Hosegood Vancouver, Canada Area Details
Roberta Hosegood's SBC Warburg Experience September 1990 - June 1995
Job Independent Arts and Crafts Professional
Industry Arts and Crafts
Experience
Credit Suisse  August 1997 - September 2001
SBC Warburg   September 1990 - June 1995

Skills
Art, Contemporary Art, Fine Art, Painting, Drawing, Photoshop, Bonds, Visual Arts

Education
Cambridge University   1979 — 1982
Modern Languages, Spanish+German

St Paul's Girls' School   1971 — 1978

James F. Burgoyne James F. Burgoyne Darien, Connecticut Details
James F. Burgoyne's SBC Warburg Experience 1993 - 1997
Job Managing Director at GE Energy Financial Services
Industry Financial Services
Experience
GE Energy Financial Services  1997 - Present
SBC Warburg   1993 - 1997
Swiss Bank Corporation  1988 - 1993

Education
Northwestern University - Kellogg School of Management   1981 — 1982
Master of Management, Finance

Dean Rock Dean Rock Greater New York City Area Details
Dean Rock's SBC Warburg Experience 1990 - 1997
Job Trading and Risk Management
Industry Investment Banking
Experience
TKO Crew Juniors   2011 - 2013
Dresdner Kleinwort Wasserstein  2004 - 2006
Dresdner Kleinwort Wasserstein  2004 - 2005
BNP Paribas  1998 - 2004
SBC Warburg   1990 - 1997

Skills
Investments, Asset Managment, Portfolio Management, Equities, Financial Analysis, Microsoft Excel, Hedge Funds, Financial Modeling, Fixed Income, Risk Management, Microsoft Office, Valuation, Derivatives, Interest Rate..., Interest Rate Swaps, Banking, Investment Banking, Trading, Bloomberg, Financial Markets, Capital Markets, Bonds, Structured Products, Swaps, Structured Finance, Equity Derivatives, FX Options, Options, Credit Derivatives, Market Risk, Emerging Markets, Electronic Trading, Financial Structuring, Proprietary Trading, Trading Systems, CDS, Hedging, Volatility, Quantitative Finance

Education
University of Michigan   1987 — 1990
Bachelor of Arts (BA), Economics

Larry Holland Larry Holland Amenia, New York Details
Larry Holland's SBC Warburg Experience December 1982 - December 1996
Job owner EastWest Bamboo farm & gardens
Industry Consumer Goods
Experience
EastWest Bamboo Farm & Gardens   June 2006 - Present
SBC Warburg   December 1982 - December 1996

Skills
Team Building, Customer Service, Microsoft Word, Project Management, Small Business, Business Strategy

Education
New York University   1982 — 1983
Computer Programming, Specific Applications, Cobol & BAL

Baruch College, City University of New York (CUNY)   1966 — 1968
Business Administration and Management, General

University of Rhode Island   1963 — 1965
N/A, Business Administration and Management, General

University of Rhode Island - College of Business Administration   1961 — 1962
Accounting and Business/Management

College of Hard Knocks
phd, sarcasm

Kate Williamson Kate Williamson San Francisco Bay Area Details
Kate Williamson's SBC Warburg Experience January 1994 - September 1995
Job Global Contracts & Operations at Moogsoft
Industry Computer Software
Experience
Moogsoft  November 2013 - August 2015
Contractor  January 2013 - November 2013
Sabbatical  May 2011 - August 2012
Nimsoft  January 2007 - December 2010
DSLi  October 2005 - December 2006
Sabbatical  May 2002 - March 2003
Barclays  June 1999 - April 2002
Sainsbury's  October 1995 - April 1999
SBC Warburg   January 1994 - September 1995
Touche Ross  September 1989 - December 1994

Skills
Change Management, Business Process..., Program Management, Strategy, Mergers, Management, Integration, Project Management, Business Analysis, Analysis, Cross-functional Team..., SaaS, Mergers & Acquisitions, Start-ups, Cloud Computing, Telecommunications, Professional Services, CRM, Enterprise Software, Software Development

Education
ACA at Institute of Chartered Accountants of England & Wales   1989 — 1992

University College London, U. of London
Bachelor of Laws (LL.B.), Law