The First Boston Corporation
Industry: Investment company
DescriptionFirst Boston Corporation was a New York-based bulge bracket investment bank, founded in 1932 and acquired by Credit Suisse in 1990. Together with its sister investment banks, it was referred to as CS First Boston after 1993 and part of Credit Suisse First Boston after 1996. Headquarters: New York City, NY Founded: 1932 Ceased operations: 2006 Type of business: Corporation
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The First Boston Corporation Employees
AmeriHealth New Jersey November 2013 - Present
Saint Jerome School January 2000 - November 2013
Domecio Catering July 2000 - December 2007
Red Lobster September 1991 - May 2000
The First Boston Corporation May 1982 - June 1990
Skills
Self motivated, Effective leader, Interpersonal..., Classroom, Educational Leadership, Coaching, Leadership, Interpersonal..., Instructional Design, Sales, Management, Classroom Management, Employee Training, Elementary Education, Student Development, Instructional Technology, Nonprofits, Public Speaking, Curriculum Design, Analysis, Curriculum Development, Teaching, Community Outreach, Research, Leadership Development
Education
Philadelphia University 2007 — 2013
Bachelor of Science (B.S.), Organizational Leadership
Wilbanks Partners, LLC June 2015 - Present
San Francisco Girls Chorus September 2014 - Present
Marin Montessori School July 2012 - July 2015
Marin Montessori School September 2003 - June 2010
Wells Fargo June 1994 - December 2000
Prager & Co., LLC January 1990 - December 1994
Russell Reynolds Associates January 1986 - January 1990
The First Boston Corporation September 1981 - January 1986
Education
Stanford University
Bachelor's degree, American Studies
Oppenheimer & Co. June 1989 - Present
The First Boston Corporation August 1983 - June 1989
Skills
Equity Research, Valuation, Investments, Series 7, Hedge Funds, Equities, Capital Markets, Investment Banking, Series 63, Bloomberg, Portfolio Management, Alternative Investments, Asset Management, Equity Trading, Equity Valuation, Fixed Income, Private Equity, Securities
Education
Columbia University - Columbia Business School 1981 — 1983
Master of Business Administration (MBA), Finance, General
Princeton University 1977 — 1981
Bachelor of Arts (B.A.), Economics
Trinity School New York City 1971 — 1977
Palisade Capital Management, L.L.C. 2004 - 2014
GFI Management Services 2003 - 2004
CIBC World Markets 1991 - 2001
Shearson Lehman Brothers 1990 - 1991
The First Boston Corporation 1984 - 1990
Deloitte 1981 - 1984
Skills
Hedge Funds, Private Equity, Equities, Financial Modeling, Asset Managment, Investments, Mutual Funds, Portfolio Management, Trading, Risk Management, Financial Analysis, Economics, Due Diligence, Derivatives, Options, Corporate Finance, Fixed Income, Mergers, Venture Capital, Strategic Planning, Valuation, Investment Banking, Securities, Alternative Investments, Financial Services, Asset Management, Mergers & Acquisitions, Investment Management, Asset Allocation, Investment Strategies, Equity Research, Getting The Job Done, Series 7, Wealth Management, Bloomberg, Fund Of Funds, Finance, Management
Education
Boston University Questrom School of Business 1977 — 1981
BSBA, Accounting
JEC 1974 — 1977
Griffin Aviation Capital, LLC June 2014 - Present
Propel International June 2014 - Present
Tripshare, Inc. April 2011 - Present
Global Aviation Holdings February 2014 - April 2014
CoKinetic Systems Corp 2009 - 2010
Virgin America Inc. January 2003 - April 2009
Piper Jaffray March 2000 - September 2002
Credit Suisse First Boston 1995 - 2000
CS First Boston Corporation 1991 - 1994
The First Boston Corporation 1987 - 1991
Skills
Corporate Development, Business Strategy, Entrepreneur, Investment Banking, Negotiation, Capital Markets, Strategic Sourcing, Entrepreneurship, Management, Management Consulting, Strategy, Start-ups, Mergers & Acquisitions, Leadership, Risk Management, Product Management, Capital Raising, Business Development, Investments, Private Equity, Finance, Airlines, Competitive Analysis, Strategic Planning, Executive Management, Venture Capital, Strategic Partnerships, E-commerce, Analytics, Business Planning
Education
Columbia University - Columbia Business School
MBA
Yale University
BA
Bank of America Merrill Lynch 2006 - 2015
Citigroup (formerly Salomon Brothers) 1995 - 2006
The First Boston Corporation 1985 - 1995
Skills
Corporate Finance, Financial Modeling, Investment Banking, Mergers & Acquisitions, Valuation, Financial Analysis, Investments, Finance, Due Diligence, Private Equity
Education
Brown University 1980 — 1984
A.B. Economics
Primerica FInancial Services- CT August 2015 - Present
Target, Inc. November 2013 - Present
Bank of New York April 2014 - June 2014
Newman Resource Group 2012 - 2012
ALLIANZ OF AMERICA, INC June 2008 - April 2011
ALLIANZ OF AMERICA, INC September 1994 - July 2008
THE FIRST BOSTON CORPORATION January 1988 - January 1994
First Boston Corporation January 1985 - January 1987
Skills
Management, Operations Management, Leadership, Securities, Process Improvement, Fixed Income, Business Analysis, Mortgage Backed..., Middle Office, Settlement, Treasury Services, Asset Managment, Bonds, Equities, Finance, Disiaster Recovery..., Portfolio Management, Financial Services, Investments, Trading, Alternative Investments, Mutual Funds, Asset Allocation, Bloomberg, Banking, Financial Risk, Financial Analysis, Corporate Finance, Valuation, Team Leadership, Asset Management
Education
City University of New York-Herbert H. Lehman College 1974 — 1977
Bachelor of Arts (B.A.), History
Hersam Acorn Newspapers May 2014 - Present
10Ten Media, Inc. August 2012 - May 2014
Harris Publications, Inc. 1992 - 2012
The First Boston Corporation 1990 - 1992
Skills
Ap Style, Online Publishing, Blogging, Storytelling, Content Development, Freelance Writing, Sports Writing, Books, Content Strategy, Photo Research, Advertorials, New Media, Content Management, Press Releases, QuarkXPress, Social Media, Newsletters, Final Cut Pro, Digital Media, Media Relations, Creative Writing, Photography, Web Content Management, Layout, Headline Writing, Online Journalism, Social Media Marketing, Facebook, AP Style, WordPress, Feature Articles, Newspapers, Advertising, SEO copywriting, Publicity, Video Editing, Art Direction, Video, Social Networking, InDesign, Radio, SEO, Strategic Communications, Creative Direction, Corporate Communications, Magazine Articles, Online Marketing, Public Relations, Mac, Email Marketing
Education
Bradley University
B.S., Journalism
Bradley University
BS, Journalism
Strategic Finance Partners 1993 - Present
Sandler O'Neill & Partners, LP 2001 - 2005
Bear, Stearns & Co., Inc. 2000 - 2001
Montgomery Securities 1989 - 1993
The First Boston Corporation 1987 - 1989
Salomon Brothers Inc 1983 - 1987
Blyth Eastman Dillon 1979 - 1983
Skills
New Business Development, Strategic Planning, Mergers, Financial Analysis, Private Equity, Investment Banking, Equities, Due Diligence, Valuation, Corporate Finance
Education
Stanford University Graduate School of Business 1977 — 1979
MBA, Finance
Stanford University 1974 — 1975
MS, Industrial Engineering; Engineering Economic Systems Planning
Manhattan College 1970 — 1974
BS, summa cum laude, Civil Engineering
Rossoff & Company LLC 2007 - Present
Banc of America Securities 2002 - 2007
Soundview Technology Group 2000 - 2002
J.P. Morgan 1997 - 2000
Schroder & Co 1995 - 1997
Dillon Read & Co. 1992 - 1995
Wasserstein Perella 1988 - 1992
The First Boston Corporation 1982 - 1988
Skills
Investment Banking, Corporate Finance, Valuation, Mergers, Mergers & Acquisitions, Emerging Markets, Acquisitions, Securities, Fixed Income, Investor Relations, Management Consulting, Management, Strategy, Leveraged Finance, Entrepreneurship, Angel Investing, Alternative Investments, Business Valuation, Derivatives, Finance, Structured Finance, Asset Managment, Asset Management, Executive Management, Joint Ventures, Business Strategy
Education
Harvard Business School 1980 — 1982
MBA, General Management
Princeton University 1970 — 1974
AB, Philosophy
Profitability Revolution Paradigm 2013 - Present
Mastholm Asset Management, LLC 1997 - 2012
Salomon Brothers 1993 - 1997
The First Boston Corporation 1982 - 1993
Frito Lay 1979 - 1982
The Goodyear Tire & Rubber Company 1977 - 1979
Skills
•Operations Management, •Financial Reporting, •Strategic Planning, •Accounting, Tax, Audit, •Contract Negotiation..., •Treasury/Cash..., •Legal/Regulatory..., •Staff Development, •Compensation/Benefits..., Equity Investments, Risk Management, Investment Banking, Strategic Planning, Business Development, Business Planning, Business Strategy, Equities, Financial Reporting, Finance, Investments, Accounting, Financial Services, Entrepreneurship, Fixed Income, Financial Modeling, Mergers & Acquisitions, Portfolio Management, Mutual Funds, Management, Asset Management, Funding, Equity Research, Banking, Due Diligence, Executive Management, Operations Management
Education
Cornell University
BS, Industrial and Labor Relations
The University of Dallas
MBA, Finance
American Ballet Theatre November 2014 - Present
New York City Center June 2012 - October 2014
American Repertory Ballet January 2011 - June 2013
American Repertory Ballet 2006 - 2008
AT & T Dans Theater 1995 - 1996
Nederlands Dans Theater 1995 - 1996
Lincoln Center for the Performing Arts, Inc. 1992 - 1993
New York City Ballet 1991 - 1992
The First Boston Corporation 1988 - 1991
Skills
Sponsorship Development, Sponsorship Strategy, Sponsorship Procurement, Fundraising, Non-profits, Marketing Communications, Strategic Planning, Corporate Communications, Arts Administration, Performing Arts, Dance, Ballet, Choreography, Theatre, Nonprofits, Philanthropy, Strategy, Management, Musical Theatre, Grant Writing, Marketing, Event Management, Event Planning, Board Development
Education
New York University 1992 — 1992
Publicity Techniques
University of Chicago 1986 — 1988
MBA, Finance
University of Delaware 1982 — 1986
BS, Business Administration
Delta Gamma PKT Corp. and ATO Foundation July 2004 - Present
Wellesley Investment Partners October 2014 - July 2015
Windhaven Investment Management November 2009 - July 2014
Colgate Alumni Corporation June 2009 - May 2013
Goldman Sachs & Co. March 1999 - September 2009
ING Barings Furman Selz June 1997 - January 1999
KPMG June 1995 - June 1997
American Bank Note Company March 1991 - June 1995
The First Boston Corporation July 1986 - January 1991
Citi July 1978 - June 1986
Skills
Equities, Investment Banking, Due Diligence, Corporate Finance, Hedge Funds, Mergers & Acquisitions, Asset Managment, Asset Management, Valuation, Finance, Strategy, Bloomberg, Fixed Income, Series 7, Series 63, Private Equity, Capital Markets
Education
Tuck School of Business at Dartmouth 1976 — 1978
MBA, Finance/Accounting
Colgate University 1972 — 1976
BA in Biology
Needham & Company, LLC July 1991 - Present
Prudential Bache 1988 - 1991
The First Boston Corporation July 1985 - 1988
Smith Barney Harris Upham July 1976 - July 1985
Skills
Strategic Partnerships, Due Diligence, Mergers & Acquisitions, Venture Capital, Valuation, Investment Banking, Private Equity, Start-ups, Corporate Development, Corporate Finance, IPO, Equities, Capital Markets, Financial Modeling, Private Placements, Business Strategy, Investments, M&A experience, Mergers, Management, Strategy
Education
Harvard Business School 1974 — 1976
MBA, Business
United States Military Academy at West Point 1963 — 1967
B.S., Engineering
Artisan Partners Funds July 2014 - Present
HHI March 2014 - Present
China Bridge Ventures February 2014 - Present
Harkness Partners LLC October 2010 - Present
Managers Investment Group 2005 - 2007
Managers Funds 1999 - 2005
Managers Funds 1994 - 1999
Hyperion Capital Management 1993 - 1994
Greenwich Capital Management 1989 - 1992
The First Boston Corporation 1978 - 1992
Skills
Investments, Hedge Funds, Alternative Investments, Asset Managment, Investment Strategies, Due Diligence, Mutual Funds, Asset Allocation, Securities, Investment Management, Private Equity, Equities, Portfolio Management, Fixed Income, Investment Banking, Capital Markets, Emerging Markets, Venture Capital, Valuation, Wealth Management, Investment Advisory, Financial Modeling, Derivatives, Separately Managed..., Asset Management, Financial Advisory, Mergers & Acquisitions, Financial Services, Institutional..., ETFs, Series 63, Fund Of Funds, Bonds, Investor Relations, Private Placements, Wealth Management..., FINRA, Equity Research
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1976 — 1978
M.B.A.
Trinity College-Hartford 1972 — 1976
A.B., Political Science
Mercersburg Academy 1969 — 1972
Bear Stearns 1987 - 2002
The First Boston Corporation 1978 - 1986
Education
Graduate School of Business, Stanford University
MBA
Smith College
BA, Economics
AIG Asset Management Group September 2009 - Present
Harding Advisory LLC September 2006 - April 2008
New York Life Investment Management January 2001 - September 2006
INVESCO November 1998 - December 2000
Bear Stearns May 1993 - June 1998
Prudential Securities December 1986 - April 1993
The First Boston Corporation October 1985 - November 1986
Standard & Poor's October 1981 - September 1985
Price Waterhouse June 1977 - September 1981
Skills
Derivatives, Valuation, Portfolio Management, Fixed Income, Trading, Financial Modeling, Management, Financial Analysis, Investment Banking, Capital Markets, Fixed Income Analysis, Investments, Risk Management, Corporate Finance, Securities, Bonds, Private Equity, Asset Management, Hedge Funds, CDO, High Yield, Credit Analysis, Mergers & Acquisitions, Equities, Credit Risk
Education
New York University - Leonard N. Stern School of Business 1981 — 1985
M.B.A., Finance
University of Delaware 1973 — 1977
B.S., Accounting
--Independent February 2012 - Present
Wells Fargo Advisors, LLC June 2010 - January 2012
Jefferies & Company, Inc. November 1996 - March 2006
Securities Management & Research, Inc. December 1990 - October 1996
Shearson Lehman Brothers September 1987 - March 1990
The First Boston Corporation January 1986 - August 1987
Goldman Sachs June 1982 - January 1986
Skills
Portfolio Management, Sales and Business..., Client Services, Equity Research, Mutual Funds, Financial Services, Series 7, Equities, Equity Trading, Securities, Hedge Funds, Investment Advisory, Bloomberg, Trading, Series 63, Mergers, Financial Analysis, Risk Management, Fixed Income, Alternative Investments, Wealth Management, Investments, Asset Managment
Education
Stanford University Graduate School of Business 1980 — 1982
MBA, Finance, International Economics
Harvard University 1973 — 1978
AB, Magna Cum Laude with Highest Honors, History
Pacific Crest Securities (Technology Specialists of KeyBanc Capital Markets) August 2013 - Present
Stifel (f/k/a Thomas Weisel Partners) February 2010 - July 2013
Cowen and Company May 2007 - January 2010
UBS (f/k/a Dillon Read & Co.) September 1991 - April 2007
Wasserstein Perella & Co. July 1989 - June 1991
Drexel Burnham Lambert June 1988 - August 1988
The First Boston Corporation July 1985 - June 1987
Skills
Mergers & Acquisitions, Investment Banking, IPO, Corporate Finance, Valuation, Venture Capital, Mergers, Restructuring, Due Diligence, Private Equity, Financial Modeling, Entrepreneurship, Finance, Management, Financial Analysis, Business Strategy, Strategic Partnerships
Education
Harvard Business School 1987 — 1989
Master of Business Administration (MBA), Finance, General
Dartmouth College 1981 — 1985
BA, Government
Hanover High School 1977 — 1981
St. Paul's School 1980 — 1980
Summer, Advanced Studies Program
Junk King Franchise Systems, Inc. June 2011 - Present
WIP MARKETING/WIP (World In Palm), Inc. January 2009 - Present
ACCELRYS, INC. (formerly Symyx Technologies) September 2010 - April 2011
NETWORKED MARKETING SYSTEMS, LLC. January 1999 - 2009
BERKSHIRE INVESTMENTS January 1997 - November 1999
MERCARI INTERNATIONAL INC January 1992 - January 1995
THE FIRST BOSTON CORPORATION January 1989 - January 1992
Skills
Market Analysis, Business Development, Strategy, Sales, Operations Management, Financial Analysis, Web Site Production, Equities, Concept Development, Start-ups, Marketing Strategy, Lead Generation, Corporate Branding, Entrepreneurship, E-commerce, Analytics, Marketing, Mergers & Acquisitions, Management, SEM, Strategic Planning, Selling, Advertising, Sales Management, PPC, Google Adwords, Competitive Analysis, Strategic Partnerships, Online Advertising, Creative Direction, Budgets, Online Marketing, Product Marketing, B2B, Affiliate Marketing, Digital Marketing, Corporate Development, Executive Management, Brand Development, Retail, Small Business, Mobile Marketing, Digital Strategy, Email Marketing, Integrated Marketing, Facebook, Web Analytics, New Business Development, Direct Marketing
Education
Harvard University 1984 — 1989
B.A., Economics, Political Science
Harvard School 1978 — 1984
The Harry Fox Agency 2012 - Present
HFA (The Harry Fox Agency) 2009 - 2012
HFA (The Harry Fox Agency) 2002 - 2009
Element Holdings, Inc. 2000 - 2001
Razorfish Studios, Inc. 1999 - 2000
Red Ant Entertainment 1997 - 1999
PolyGram Records, Inc. 1990 - 1997
The First Boston Corporation 1987 - 1989
Skills
Business Strategy, Business Development, New Media, Licensing, Digital Strategy, Royalties, Entertainment, Intellectual Property, Data Management, Business Affairs, Client Services, Music Publishing, Copyright Law, Music Industry, Music Licensing, Digital Media, CRM, Record Labels, Entertainment Law, Publishing, Strategy, Media & Entertainment
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.)
Columbia University in the City of New York
Bachelor of Arts (B.A.)
Houlihan Lokey January 2002 - Present
Deutsche Bank April 2007 - June 2009
J.P. Morgan March 1999 - November 1999
Davis Polk & Wardwell LLP August 1995 - December 1996
The First Boston Corporation 1990 - 1992
Skills
Investment Banking, Private Equity, Valuation, Mergers & Acquisitions, LBO, Restructuring, Finance, Management, Capital Markets, Public Speaking, M&A experience
Education
Columbia College (NY)
A.B.
Columbia University School of Law
Doctor of Law (JD)
The Buckley School
The Hotchkiss School
Nova Capital Management January 2013 - Present
rTerra LLC January 2010 - Present
Eco-Mail Development, LLC. January 2010 - Present
Orbin & Company, LLC February 2007 - Present
Deutsche Bank Securities July 2001 - February 2007
Morgan Stanley December 1993 - June 2001
Hambros Bank Limited March 1990 - November 1993
Morgan Stanley September 1988 - March 1990
The First Boston Corporation September 1984 - August 1986
Skills
Private Equity, Mergers, Investment Banking, Corporate Finance, Renewable Energy, Valuation, Venture Capital, Mergers & Acquisitions, Corporate Development, Capital Markets, Due Diligence, Emerging Markets, Financial Modeling, Hedge Funds, Investments, M, Portfolio Management, Strategy
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance
University of Pennsylvania - The Wharton School 1980 — 1984
Bachelor of Science (B.S.), Economics
Fieldston School 1974 — 1980
Trinitas Regional Medical Center April 2013 - September 2014
East Orange General Hospital May 2010 - September 2014
Bonnie Brae March 2011 - June 2013
Allercare February 2010 - May 2010
Harold B. & Dorothy A. Snyder School of Nursing 2008 - 2009
Imagine Software June 2002 - October 2002
Automatic Data Processing June 1999 - March 2001
Nikko Securities International, Inc. March 1994 - January 1999
BankAmerica National Trust Company, New York January 1989 - March 1994
The First Boston Corporation September 1987 - January 1989
Education
Penn State University 2012 — 2014
BSN, Registered Nursing/Registered Nurse
Union County College 2008 — 2009
AS, Nursing
West Virginia University 1978 — 1982
BA, Geography
Whitestone Capital Group, Inc. October 1993 - Present
Rideau Lyons & Co. August 2001 - Present
UCLA Alumni Association 2008 - 2012
Olympius Capital January 1999 - August 2003
Greenwich Capital Markets July 1989 - October 1993
The First Boston Corporation July 1981 - July 1988
Salomon Brothers 1977 - 1982
Skills
Private Equity, Capital Markets, Risk Management, Hedge Funds, Investment Banking, Securitization, Investments, Securities, Business Strategy, Venture Capital, Business Development, Asset Managment, FINRA, Financial Services, Mergers & Acquisitions, Equity Research, Financial Analysis, Equities, Entrepreneurship, Management, Strategic Planning, Alternative Investments, Strategic Financial..., Corporate Development, Start-ups, Portfolio Management, Fixed Income, Strategy, Financial Modeling, Corporate Finance, Mergers, Asset Management, Investment Management, Valuation, Emerging Markets, Structured Products, Asset Allocation, Investment Strategies, Due Diligence, Bloomberg, Trading, Finance, Private Placements, LBO, Investor Relations
Education
UCLA Anderson School of Management 1972 — 1974
MBA, Accounting and Finance
University of California, Los Angeles 1969 — 1972
BA, Mathematics and Computer Science
Fidelity Investments May 2015 - Present
Fidelity Investments April 2014 - May 2015
reacHIRE 2014 - 2015
Bucknell Antiques & Decorative Arts 1998 - 2004
Independent Consulting Assignments 1984 - 1997
Bain & Company 1982 - 1984
McKinsey & Company 1981 - 1981
The First Boston Corporation 1978 - 1980
Bankers Trust Company 1977 - 1978
Education
Harvard Business School 1980 — 1982
MBA
Harvard University 1973 — 1977
BA, magna cum laude
Ocwen Financial Corporation July 2012 - Present
FocalPoint Coaching September 2011 - Present
Synergist LLC September 2011 - Present
Risk Sights Group LLC April 2008 - Present
FNC, Inc. August 2010 - June 2011
Fitch Ratings January 1994 - January 2008
Duff and Phelps Credit Ratings January 1994 - May 2000
Moodys September 1988 - December 1993
The First Boston Corporation November 1985 - January 1988
Salomon Brothers 1980 - 1985
Skills
Strategic Planning, Capital Markets, Team Building, Team Management, Structured Finance, Valuation, Strategy, Management Consulting, Securitization, Fixed Income, Business Strategy, Entrepreneurship, Business Development, Analysis, Leadership, Management, Analytics, Marketing, ABS, Financial Services, Investment Banking, Mergers & Acquisitions, Credit Risk, Securities, Finance, Portfolio Management, Credit Analysis, Bonds, Consulting
Education
New York University - Leonard N. Stern School of Business 1982 — 1992
MBA, Finance
State University of New York at Albany 1978 — 1980
BS/BA, Finance
Kullman Buildings Corp. February 2006 - September 2011
Bayside Motion Group June 1986 - February 2005
Bayside Controls, Inc 1986 - 2005
The First Boston Corporation June 1982 - June 1984
Skills
Mergers, Entrepreneurship, Management, New Business Development, Strategic Planning, Product Development, Strategy, Marketing Strategy, Mergers & Acquisitions, International Business, Lean Manufacturing, Sales Management, Team Building, Manufacturing, Product Management, Business Planning, Competitive Analysis, Negotiation, Business Development, Business Strategy, Strategic Partnerships, Operations Management, Project Planning, Finance, Program Management, Marketing, Project Management, P&L Management, Contract Negotiation, Start-ups, Budgets, Team Leadership, Real Estate Development, Business Analysis, Process Improvement, Executive Management, Sales, Venture Capital, Leadership
Education
Harvard Business School 1984 — 1986
MBA
New York University 1978 — 1982
BA, Economics
Forest Hills High School
Oliver Wyman April 2006 - June 2007
J M Shaiman Advisory LP January 2005 - March 2006
BlackRock April 1988 - January 2005
The First Boston Corporation June 1984 - March 1988
Johns Hopkins University Applied Physics Laboratory June 1983 - June 1984
Education
The Jewish Theological Seminary of America 2007 — 2012
ORD (2013), MA-Talmud / Rabbinics
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance
University of Pennsylvania 1979 — 1983
BS, Systems Science and Engineering
BMO Capital Markets April 2009 - Present
Goldman Sachs & Co. 2004 - 2009
Banc One Capital Markets 2000 - 2004
New Harbor Incorporated 1997 - 2001
Duke/Louis Dreyfus LLC 1996 - 1997
Smith Barney 1993 - 1996
The First Boston Corporation 1977 - 1993
Skills
Public Finance, Debt, Capital Markets, Investment Banking, Valuation, Investments, Fixed Income, Derivatives, Portfolio Management, Finance
Education
Fordham University School of Law 1974 — 1977
JD, Law
College of the Holy Cross 1969 — 1974
AB, Political Science
Columbia University 2001 - Present
London School of Economics 1996 - 2001
The First Boston Corporation 1986 - 1996
Chemical Bank 1977 - 1986
Skills
Higher Education, Career Counseling, Career Development, Public Speaking, Program Development, Teaching, Qualitative Research, Program Evaluation, Strategic Planning, Management Consulting, Leadership, Student Affairs, Coaching, Student Development, Staff Development
Education
London School of Economics and Political Science
PhD, International Relations/International Political Economy
Columbia University - School of International and Public Affairs
MIA, International Finance and Business
Swarthmore College
BA, High Honors, Political Science, English Literature, History
The Pingry School
Diploma
RBC Capital Markets March 2007 - Present
Credit Suisse February 2001 - January 2007
ParentWatch \ Arrowsight October 1998 - February 2001
CS First Boston June 1994 - October 1998
The First Boston Corporation April 1986 - May 1994
Jefferson Pilot \ Mini-Pak \ Data Communications Corp \ Harris Direct 1984 - 1986
Skills
Market Data, Derivatives, Equities, Financial Services, Fixed Income, Financial Markets, Unix, Electronic Trading, Investment Banking, Capital Markets, Low Latency, Data Center, Project Management, Trading Systems, Process Improvement, Trading, Asset Managment, IT Strategy, Change Management, Disaster Recovery, Risk Management, Business Continuity, Project Delivery, Market Risk, IT Management, Vendor Management, Enterprise Architecture, IT Operations, Infrastructure, PMO, Management, Prime Brokerage, Service Delivery, Credit Derivatives, Reference Data, System Deployment, Swaps, Project Portfolio..., Middle Office, SDLC
Education
Hofstra University
Intersect Capital LLC December 2014 - Present
Financial Horizons October 2001 - December 2014
Bear Stearns May 1995 - May 2000
Lehman Brothers April 1990 - May 1995
The First Boston Corporation November 1985 - April 1990
Intermountain Power Agency January 1980 - November 1985
Skills
Portfolio Management, Fixed Income, Financial Markets, Investments, Financial Analysis, Entrepreneurship, Business Planning, PowerPoint, Public Speaking, Finance, Due Diligence, Mutual Funds, Start-ups, Hedge Funds, Venture Capital, Equities, Leadership
Education
Brigham Young University 1974 — 1977
Accounting / Finance
Barton LLP June 2006 - Present
Pine Street Partners, LP (or affiliates) 1993 - 2006
The First Boston Corporation June 1983 - June 1990
Skills
Capital Markets
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2003 — 2006
JD
Pace University - Lubin School of Business 1980 — 1984
MS, Taxation
Baruch College, City University of New York (CUNY) 1974 — 1979
BBA, Accounting & Finance
Mortgage Network, Inc. August 2014 - Present
Nest4Less March 2011 - July 2012
First Horizon Home Loans 1999 - 2004
Telesis 1989 - 1999
The First Boston Corporation October 1985 - August 1987
Skills
Start-ups, Strategic Planning, Entrepreneurship, Business Strategy, Financial Analysis, Business Development, Mergers, Loans, Public Speaking, Fundraising, Credit, Finance, Sales, Financial Modeling, Investments, Marketing Strategy, Negotiation, Business Planning, New Business Development, Marketing, Leadership, Management, Mergers & Acquisitions
Education
University of Pennsylvania 1987 — 1989
MGA, Organizational Effectiveness
Colgate University 1981 — 1985
BA, Religion, Political Science
Rentech, Inc. December 2014 - Present
Rentech, Inc. August 2011 - November 2014
LeadPoint, Inc. 2004 - July 2011
JS, Inc. 2001 - 2006
Digital Entertainment Solutions 2000 - 2001
eNutrition, Inc. 1998 - 2000
Credit Suisse First Boston 1992 - 1998
The First Boston Corporation 1988 - 1990
Skills
Venture Capital, Financial Management, Mergers, IPO, Investment Banking, Start-ups, Strategic Partnerships, Private Placements, Private Equity, Corporate Finance, Mergers & Acquisitions, Managerial Finance, E-commerce, CRM, SEC filings
Education
UCLA Anderson School of Management 1990 — 1992
MBA
Southern Methodist University 1984 — 1988
BBA
eroyceus@me.com November 2014 - Present
AlpInvest Partners July 2007 - September 2013
Allianz Private Equity September 2002 - June 2007
GE Equity 1996 - 2002
Aberdeen Inc. 1997 - 1997
McKinsey 1993 - 1996
Dillon Read 1984 - 1992
US Army Reserve 1980 - 1992
The First Boston Corporation 1987 - 1988
Skills
Private Equity, Due Diligence, Fund Of Funds, Management, Mergers & Acquisitions, Portfolio Management, Venture Capital, Investments, Equities, Corporate Finance, Marketing Strategy, Mutual Funds, Corporate Development, Financial Analysis, Financial Modeling, Valuation, Business Development, LBO, Alternative Investments, Emerging Markets, Finance
Education
INSEAD 1992 — 1993
MBA with Distinction, Dean's List all terms
Harvard College 1979 — 1983
AB magna cum laude, Government, Dean's List all terms
School Year Abroad 1978 — 1979
Senior Year Abroad, French Language and Literature
St. Luke's School 1973 — 1979
High School Diploma, High School
DALTON INVESTMENTS LLC July 2007 - Present
The SPARX Group October 2001 - June 2007
Bear Stearns April 1995 - May 2001
The First Boston Corporation March 1992 - April 1995
Education
University of California, Irvine 1986 — 1990
BA
Union for Reform Judaism January 2011 - Present
Saidel Consulting, LLC January 2009 - January 2011
CUNY School of Professional Studies January 2010 - December 2010
Russell Reynolds Associates February 1994 - January 2009
Obama for America July 2008 - November 2008
Coudert Brothers February 1993 - February 1994
Simpson Thacher and Bartlett June 1990 - February 1993
The First Boston Corp August 1983 - May 1990
The First Boston Corporation 1983 - 1990
Arthur Young and Co. (now Ernst and Young) July 1979 - August 1983
Skills
Training, Leadership, Recruiting, Program Management, IT Strategy, Non-profits, Strategy, Management, Knowledge Management, Contract Negotiation, Business Process, Sales, Leadership Development, Nonprofits, Fundraising, Strategic Planning, Consulting, Operations Management, Software Development, Public Speaking, Community Outreach, Board Development, Information Technology, Volunteer Management, Human Resources, Grant Writing, Customer Service, Program Development, Project Planning
Education
University of Pennsylvania - The Wharton School 1977 — 1979
MBA, Management Information and Control (Management and Cost accounting)
University of Pennsylvania 1973 — 1975
MA, Developmental and Cognitive Psychology
University of Pennsylvania 1969 — 1973
BA, Honors Psychology
Roosevelt High School
Walt Whitman Junior High School
OBDC Small Business Finance April 2014 - Present
Alameda County SBDC 2006 - 2014
The First Boston Corporation 1986 - 1989
Skills
Mergers & Acquisitions, Strategic Partnerships, Business Strategy, Start-ups, Financial Modeling, Venture Capital, Strategic Planning, Investment Banking, Private Equity, Marketing Strategy, Entrepreneurship, M&A experience, Strategy, Emerging Markets, Corporate Development, Mergers, Valuation, Angel Investing, Financial Analysis, Due Diligence, Business Planning, Business Development, Finance, Corporate Finance, Management Consulting, New Business Development, Product Development, Product Management, Investments, Portfolio Management, Strategic Consulting
Education
Harvard Business School
MBA
Stanford University
Bachelor of Arts (BA), Economics
HSBC Bank USA, N.A. September 2000 - Present
Deutsche Bank October 1997 - March 2000
Perot Systems January 1996 - January 1997
Swiss Bank Corp. November 1994 - December 1995
Swiss Bank Corp January 1994 - November 1994
Swiss Bank Corp January 1991 - December 1993
Swiss Bank Corp May 1989 - January 1991
Nomura Computer Systems America, Inc (NCC-A) September 1987 - April 1989
The First Boston Corporation 1981 - 1987
Skills
Linux, Ubuntu, Debian, Fedora, RHEL, Suse, HP-UX, BladeCenter, System X, HP Proliant, Solaris, Integration, Virtualization, Automation, High Availability, High Performance..., TCP/IP, SMTP, X.400, VxFS, SRDF, SAN, Fibre Channel, RAID, LVM, Veritas Cluster Server, Veritas Storage..., IBM Director, HP Insight Manager, ILO, Unix Shell Scripting, Ksh, Sed, Awk, UNIX utilities, Volume Management, Sudo, V440, V490, Multipathing, PowerPath, Symmetrix, SYMCLI, Solutions Enabler, V-Max, Disaster Recovery, Unix, Server Architecture, Performance Tuning, Project Management
Education
New York University 1991 — 1994
Organizational Behavior
Amherst College 1983 — 1985
Political Science
Law Offices of Scott Spitzer LLC February 2011 - Present
Bowne & Co., Inc. (Formerly, NYSE:BNE) 2001 - 2010
Vital Signs (Formerly, NASD:VITL) 1998 - 2001
U.S. Surgical Corporation (Formerly, NYSE:USS) 1991 - 1998
Kay Corporation (Formerly, AMEX:KAY) 1983 - 1991
The First Boston Corporation 1982 - 1983
American Stock Exchange 1979 - 1982
Solinger & Gordon 1977 - 1979
Skills
Leases, Mergers, Due Diligence, Turn Around Management, IPO, Corporate Governance, Outsourcing, Corporate Law, Start-ups, Contract Negotiation, Mergers & Acquisitions, Securities, Licensing, Negotiation, Intellectual Property, Litigation, Management, Capital Markets, Entrepreneurship, Acquisitions, Commercial Litigation, Contract Management, Corporate Finance, Employment Law, Executive Management, Governance, Joint Ventures, Legal Advice, Legal Assistance, Legal Compliance, Strategic Partnerships, Venture Capital, Program Management
Education
Cornell Law School 1973 — 1977
J.D., Law
Cornell University - Johnson Graduate School of Management 1974 — 1976
MPA, Accounting
Lafayette College 1969 — 1973
A.B., Magna Cum Laude, Government & Law
Hewlett High School
Archer Gunsight 2013 - Present
Royal Dutch Shell January 2005 - 2013
DTE Energy 2003 - 2005
EL PASO CORPORATION January 2000 - January 2003
CREDIT SUISSE FIRST BOSTON January 1998 - January 2000
SALOMON SMITH BARNEY/CITIGROUP January 1994 - January 1998
THE FIRST BOSTON CORPORATION January 1989 - January 1991
Skills
Financial Planning, Corporate Finance, Financial Modeling, Capital Budgeting, Valuation, Strategic Planning, Joint Ventures, Divestitures, Due Diligence, Petroleum, Mergers, Private Equity, Project Finance, Energy, Acquisitions, Corporate Development, Strategy, Contract Negotiation, Financial Structuring, Oil, Renewable Energy, Midstream, Power Generation, New Business Development, C-Level Relationships, Investment Banking, Mergers & Acquisitions, Shale Gas, MLP, LBO, E&P
Education
The University of Texas School of Law 1991 — 1994
Juris Doctor, Law
Howard University 1985 — 1989
BBA, Accounting
West End Advisory Associates, LLC August 2012 - Present
Kent Lane Advisors LLC September 2012 - Present
Fieldstone Private Capital Group, Inc. September 1999 - August 2012
ABN Amro Incorporated March 1998 - March 1999
Salomon Brothers Inc March 1992 - January 1998
Commercial Union Capital Corp. January 1989 - March 1992
Putnam, Hayes and Bartlett June 1988 - January 1989
The First Boston Corporation December 1986 - January 1988
The First Boston Corporation June 1982 - December 1986
Skills
Project Finance, Investment Banking, Valuation, Financial Modeling, Energy, Deal Structuring, Renewable Energy, Alternative Energy, Wind, Solar, Biomass, Emerging Markets, Financial Structuring, Solar Energy, Structured Finance, Venture Capital, Negotiation, Due Diligence, Private Equity, Corporate Finance, Mergers & Acquisitions
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1978 — 1980
MBA
Yale University 1971 — 1978
MPhil, Mathematics
Yale University 1966 — 1970
BA, Mathematics
Long Branch HS 1962 — 1966
Wesley Capital 2004 - October 2011
Secured Capital Corp. 2002 - 2003
Lazard 1995 - 2002
Apollo Real Estate Advisors 1993 - 1994
Riverside Capital 1991 - 1993
The Stamford Company 1989 - 1991
The First Boston Corporation 1985 - 1989
Prudential-Bache Securities 1983 - 1985
The Weitzman Group, Inc. 1981 - 1983
Skills
Investments, Portfolio Management, Hedge Funds, Alternative Investments, Finance, Securities, Mergers & Acquisitions, Equities, Bloomberg, Valuation, Fixed Income, Real Estate, Equity Research, Financial Modeling, Capital Markets, Investment Banking, Asset Management, Private Equity, Due Diligence, Real Estate Economics, Loans, Strategy, Real-estate-related..., Equity Valuation, Financial Analysis, Derivatives, Trading, Corporate Finance, Mortgage REITs, REIT Preferred Stock
Education
Case Western Reserve University
BA, JD, MBA, Speech Communication and Rhetoric
BlackRock June 2010 - Present
Global Association of Risk Professionals February 2010 - Present
International Association of Financial Engineers July 2009 - Present
PRMIA 2000 - Present
Polytechnic Institute of New York University September 2010 - December 2011
BlackRock March 1988 - December 2009
BlackRock 1988 - 2008
The First Boston Corporation April 1985 - March 1988
Leperq de Neuflize October 1984 - March 1985
Skills
Risk Management, Financial Risk, Quantitative Analytics, Structured Products, Management, Fixed Income, Derivatives, Asset Managment, Equities, Hedge Funds, Alternative Investments, Asset Allocation, Asset Management, Credit Risk, Leadership, Capital Markets, Market Risk, Operational Risk, Trading, Financial Markets, Portfolio Management
Education
Massachusetts Institute of Technology - Sloan School of Management 1979 — 1984
PhD, Applied Economics and Finance
Massachusetts Institute of Technology - Sloan School of Management 1979 — 1982
SM, Finance
Massachusetts Institute of Technology 1975 — 1978
SB, Management
UMASS Amherst 2009 - Present
UMASS Amherst 2008 - Present
Amherst College 1997 - 2003
Ogilvy & Mather 1990 - 1997
The First Boston Corporation 1982 - 1990
Skills
Public Speaking, Fundraising, Research, Nonprofits, Event Management, Public Relations, Community Outreach, Volunteer Management, Non-profit Board..., Annual Giving, Major Giving, Corporate Identity, Marking, Advertising
Education
University of Massachusetts, Amherst 2007 — 2012
Master of Arts (M.A.), English Language and Literature, General
Kenyon College 1978 — 1982
B.A., English Language and Literature/Letters
Government Development Bank for Puerto Rico January 2013 - Present
Truenorth Corporation December 2011 - January 2013
Universidad del Sagrado Corazón August 2009 - September 2011
MAPFRE LIFE INSURANCE COMPANY August 2002 - September 2008
Government Development Bank for Puerto Rico January 2001 - August 2002
Citibank / Salomon Smith Barney January 1993 - May 2000
The First Boston Corporation September 1988 - April 1992
Ernst & Whinney April 1983 - August 1986
Skills
Finance, Insurance, MBS, ABS, Data Mining, Management Consulting, Corporate Finance, Investment Banking, Management, Strategic Planning, Strategy, Program Management, Risk Management, Structured Finance, Leadership, Executive Management, Investments, Bonds, Financial Analysis, Project Management
Education
Universidad Politécnica de Puerto Rico 2007 — 2010
MCS, Computer Science, Majored in Knowledge Discovery and Data Mining.
New York University - Leonard N. Stern School of Business 1986 — 1988
MBA, Finance
Yale University 1975 — 1979
BA, Engineering
Colegio San Ignacio de Loyola 1968 — 1975
HS
PACENow November 2010 - Present
Town of Bedford, NY January 2008 - Present
Ounavarra Capital LLC April 2008 - November 2009
Prudential Securities April 1999 - January 2001
JP Morgan July 1993 - March 1999
The First Boston Corporation September 1985 - July 1993
Skills
Energy Efficiency, Sustainable Energy, Energy Policy, Solar Energy, Public Policy, Public Finance, Renewable Energy, Sustainability, Environmental Policy, Energy, Climate, Carbon, Portfolio Management, Hedge Funds
Education
Yale University - Yale School of Management 1983 — 1985
MBA
University of California, Berkeley 1980 — 1982
A.B., Economics
CUHK School of Business, The Chinese University of Hong Kong 2011 - Present
Babson Capital Management 2004 - 2013
AIG Global Investment Corporation 1996 - 2004
JP Morgan Securities Inc. 1995 - 1996
JP Morgan Trust Bank Ltd. 1990 - 1994
Merrill Lynch Capital Markets 1988 - 1990
The First Boston Corporation 1984 - 1988
Skills
Alternative Investments, Fixed Income, Portfolio Management, Hedge Funds, Asset Management, Investments, Private Equity, Risk Management, Asset Managment, Bloomberg, Management, Capital Markets, Derivatives, Valuation, Equities, Structured Products, Investment Banking
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
B.S., Mathematical Methods in Engineering and Operations Research
Stanford University
Ph.D., Operations Research
Stanford University
M.S., Operations Research
Promontory Financial Group, LLC January 2015 - Present
FirstKey, a Cerberus Portfolio Company 2011 - January 2015
Freddie Mac 2009 - 2011
Primestone Partners 2008 - 2009
Morgan Stanley 2006 - 2008
Lehman Brothers 1991 - 2006
The First Boston Corporation 1983 - 1991
Household Finance 1982 - 1983
Skills
Asset Management, Asset Managment, Banking, Capital Markets, Credit, Derivatives, Due Diligence, Executive Management, Fixed Income, Hedge Funds, Investment Banking, Management, Mortgage Lending, Operational Risk, Portfolio Management, Risk Management, Securities, Securitization, Valuation, Structured Finance, Mortgage Banking, Mergers
Education
Carnegie Mellon University 1978 — 1982
BS, Industrial Engineering
C.L. King & Associates 2009 - Present
Banc of America Securities 2004 - 2009
Citigroup 1999 - 2003
Budget Group 1997 - 1999
Credit Suisse First Boston 1992 - 1997
The First Boston Corporation 1986 - 1989
Skills
Investment Banking, Corporate Finance, Corporate Development, Securities, Mergers, Capital Markets
Education
The University of Texas School of Law 1989 — 1992
JD, Corporate Law
The University of Texas at Austin 1982 — 1986
BA, Plan II (Honors Program in Liberal Arts)
Sallie Mae 2008 - 2013
Credit Suisse 2000 - 2007
Prudential Securities Inc 1999 - 2000
SBG Industires, L.L.C. 1993 - 1999
LCP National Plastics, Inc. 1991 - 1992
The First Boston Corporation 1986 - 1991
Hewlett-Packard 1985 - 1986
Dean Witter Reynolds Inc. 1981 - 1983
Skills
Securitization, Corporate Finance, Capital Markets, Risk Management, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Portfolio Management, Structured Finance, Fixed Income, Securities, Financial Services, Project Finance, Treasury Management, Private Equity, Investment Banking, Due Diligence, Valuation, Credit, Loans, Finance, Derivatives, Credit Risk, Banking, Equities, Hedge Funds, Cash Management, Investments, Asset Management, Executive Management
Education
Harvard Business School 1983 — 1985
Master of Business Administration (MBA)
University of Virginia 1978 — 1981
Bachelor of Arts (B.A.), Economics (minor in History), 3.8 GPA
Michigan State University 1977 — 1978
3.9 GPA
sLadeworKs 2013 - Present
Timberdale Homes, LLC 2001 - 2013
Marakon Associates 1987 - 2001
The Walt Disney Company 1986 - 1987
The Boston Consulting Group 1983 - 1985
The First Boston Corporation 1975 - 1978
Skills
Construction, Energy, Renovation, Residential Homes, Contractors, Project Management, Sustainability, Construction Management, Renewable Energy, Green Building, Residential Design, New Business Development, Sustainable Design, Submittals, Contract Negotiation, Energy Efficiency, Energy Audits, Start-ups, Strategic Planning, Budgets, LEED, Corporate Development, Entrepreneurship, Strategy, Due Diligence, Corporate Finance, Business Performance..., Consulting
Education
Stanford University Graduate School of Business
MBA, Finance
Bowdoin College
BA, Government
King School
Perella Weinberg Partners June 2006 - Present
Morgan Stanley November 1993 - May 2005
Wasserstein Perella February 1988 - September 1993
The First Boston Corporation August 1972 - February 1988
Haskins & Sells June 1964 - August 1970
United States Air Force, New Jersey Air National Guard 108th Tactical Fighter Group July 1964 - June 1970
Skills
Investment Banking, Private Equity, Financial Modeling, Corporate Finance, Valuation, Management, Hedge Funds, Venture Capital, Due Diligence, Mergers & Acquisitions
Education
Harvard Business School 1970 — 1972
MBA, Finance, and Agribusiness
Lehigh University - College of Business and Economics 1960 — 1964
BS, Accounting, Finance
AdvaMed 2006 - Present
Trout Unlimited 1992 - 2006
Disney Consumer Products 1988 - 1992
Merrill Lynch Capital Markets 1984 - 1988
The First Boston Corporation 1982 - 1984
Education
Columbia Business School 1986 — 1988
Master of Business Administration (MBA), Marketing and International Business
Harvard College 1978 — 1982
A.B., American History and American Art
Herricks High School
Herricks High School
RDG Management Inc. January 1990 - Present
Koro Aviation 1990 - 2001
Kama Corporation 1987 - 1990
The First Boston Corporation 1984 - 1987
Merrill Lynch 1982 - 1984
Education
The University of Chicago Booth School of Business 1978 — 1982
Master of Business Administration (MBA)
University of Chicago Law School 1978 — 1982
Doctor of Law (JD)
Harvard University 1972 — 1978
Bachelor of Arts (B.A.), Economics
AVM, L.P January 2002 - December 2008
AVM, LP. January 1998 - January 2002
SANWA Securities Co., October 1987 - June 1995
MKI Securities Inc. October 1986 - October 1987
The First Boston Corporation September 1984 - October 1986
Skills
Bloomberg, Finance, Securities, MBS, Trading
Education
Brooklyn College 1973 — 1977
BA, Language and Education
Modern Languages Brooklyn College
B.A
Independent October 1989 - Present
Prudential Securities 1991 - 1998
Bear Stearns 1995 - 1996
The First Boston Corporation 1981 - 1988
Skills
Copy Editing, Proofreading, Editing, Magazines, Literature, History, Editorial, Creative Writing
Education
Bank Street College of Education 1976 — 1978
M.S., Teaching
Bennington College 1967 — 1971
B.A., Literature
Self_Employed as advisor, consultant and Board member April 2008 - Present
Needham & Company September 1998 - March 2008
NEEDHAM & COMPANY, LLC January 1998 - March 2008
Bear Stearns January 1996 - January 1998
DONALDSON, LUFKIN AND JENRETTE January 1993 - January 1996
SCULLY BROTHERS AND FOSS January 1988 - January 1993
Salomon Brothers January 1977 - January 1988
THE FIRST BOSTON CORPORATION January 1975 - January 1977
UNITED STATES ARMY January 1968 - January 1970
Skills
Capital Markets, Equities, Fixed Income, Corporate Finance, Investment Banking, Emerging Markets, Mergers, Finance, Private Placements, Trading, Entrepreneurship, Restructuring, Mergers & Acquisitions, Venture Capital, Private Equity, Financial Markets, Hedge Funds, Valuation, Investments, Portfolio Management
Education
Harvard Business School 1973 — 1975
MBA, Finance
Harvard Business School
MBA
Simmons & Company International November 2002 - Present
SalvageSale, Inc. April 2000 - November 2002
Merrill Lynch March 1993 - April 2000
The First Boston Corporation August 1990 - March 1993
Morgan Stanley July 1986 - July 1988
Education
Darden Graduate School of Business Administration 1988 — 1990
MBA
The University of Texas at Austin 1982 — 1986
BBA, Finance
Star-Med January 2009 - Present
The First Boston Corporation 1975 - 1995
Skills
Insurance, Healthcare, Public Speaking, Healthcare Management, Marketing, Customer Service, HIPAA, Venture Capital, Microsoft Office, Microsoft Excel, Nonprofits, Mergers & Acquisitions, Hospitals, Start-ups, Investments, Private Equity, Account Management, Strategic Planning, Entrepreneurship, Microsoft Word, Management Consulting, Leadership, Due Diligence
Education
The University of Chicago 1974 — 1976
MBA, Corporate Finance
Colgate University 1969 — 1973
BA, Economics
Wells Fargo October 2006 - April 2010
Charles Schwab November 1998 - October 2006
Wells Fargo November 1984 - October 1998
Continental Grain Company September 1980 - April 1984
The First Boston Corporation August 1979 - September 1980
Skills
Investments, Retirement Planning, Finance, Financial Services, Relationship Management, Derivatives, Series 63, Outsourcing, Credit, Internet Banking, Equities, Strategic Financial..., Securities, Wealth Management, Series 7, Strategy, Risk Management, Product Development, Treasury, Banking, Financial Risk, Project Management, Asset Management, Business Analysis, Portfolio Management, Operational Risk, Asset Managment, Securitization, Investment Management, Financial Modeling, Swaps
Education
Stanford University Graduate School of Business 1977 — 1979
M.B.A., Finance
Georgetown University 1975 — 1978
M.A., Economics
Princeton University 1973 — 1975
A.B., Economic Policy
Griffin Financial Group, LLC 2008 - Present
NJIT - New Jersey Institute of Technology 2006 - 2011
Logos Financial Advisors LLC 2006 - 2008
McColl Partners LLC 2004 - 2007
Advest, Inc 1998 - 2003
Alex Sheshunoff & Co., Incorporated 1996 - 1998
The Trust Company Bancorporation 1993 - 1995
Donaldson, Lufkin & Jenrette 1990 - 1992
The First Boston Corporation 1987 - 1990
Kidder, Peabody & Co., Incorporated 1981 - 1987
Skills
Private Equity, Banking, Investment Banking, Securities, Corporate Finance, Economics, Valuation, Risk Management, Mergers, Structured Finance, Managerial Finance, Capital Markets, Financial Institutions, Corporate Development, Corporate Law, Business Strategy, Mergers & Acquisitions, Portfolio Management, Financial Modeling, Due Diligence, Investments, Fixed Income, Equities, Venture Capital, Finance, Asset Management, Bloomberg, Financial Structuring, Financial Advisory, Financial Analysis, Financial Services, Business Valuation
Education
Rutgers Graduate School of Business 1974 — 1976
MBA, Financial Management
Rutgers, The State University of New Jersey-Newark 1970 — 1974
BA, Political Science, Economics
TIAA-CREF March 2015 - Present
TIAA-CREF November 2011 - February 2015
TIAA-CREF September 2009 - November 2011
The University of North Carolina's Kenan-Flagler Business School June 2009 - August 2009
Goldman, Sachs & Co. March 1992 - February 2008
Chemical Bank September 1990 - February 1992
The First Boston Corporation June 1984 - March 1990
Chemical Bank July 1978 - August 1982
Education
Columbia University - Columbia Business School 1982 — 1984
Master of Business Administration (M.B.A.), Finance
Duke University, A.B. Economics and Spanish 1974 — 1978
A.B., Economics and Spanish, Magna Cum Laude
Vanguard September 2012 - Present
Valley Forge Military Academy & College August 2008 - June 2011
Unionville High School August 2007 - June 2008
Conestoga High School January 2007 - March 2007
Towers Perrin June 1999 - November 2006
New York Institute of Finance March 1996 - December 1998
Price Waterhouse, LLC January 1995 - February 1996
Peace Corps November 1992 - December 1994
SG Warburg December 1990 - November 1992
The First Boston Corporation June 1987 - November 1990
Skills
Project Management, Management, Curriculum Development, Spanish, Russian, Higher Education, Teaching, Tutoring, Curriculum Design, Teachers, Public Speaking, Financial Reporting, Budget, Technology, Website Development, E-Learning
Education
University of Pennsylvania 2003 — 2006
Teaching Certificate, PA Spanish Teacher Certification, 3.5
Fordham University 1990 — 1992
Master of Business Administration (MBA), International Finance, 3.5
SUNY Binghamton 1983 — 1987
Bachelor of Science (BS), Business Administration and Management, General, 3.7
Woodside Priory School October 2013 - Present
Primedia 1996 - 1998
McKinsey & Company 1992 - 1995
Seventeen Magazine January 1988 - January 1989
The First Boston Corporation January 1986 - January 1988
Skills
Strategic Planning, Strategic Partnerships, Business Strategy, Business Development, Leadership, Strategy, Competitive Analysis
Education
Columbia Business School 1990 — 1992
Masters of Business Administration, Management/Finance
The University of Western Ontario 1982 — 1986
Bachelor of Arts, Business Administration
Joe Startup January 2012 - Present
Alexander Julian Incorporated 2011 - Present
University of North Carolina at Chapel Hill August 2013 - Present
Frederick Cooper 2005 - 2011
BabyCare 1998 - 2004
WELLA COSMETICS (CHINA) CO., LTD 1996 - 1998
BARCLAYS DE ZOETE WEDD (Merged with CS FIRST BOSTON) 1992 - 1995
THE FIRST BOSTON CORPORATION 1989 - 1991
Skills
Management at CEO, CFO,..., Start-ups, Turn Around Management, Global Management, Chinese, Board Director, Global Supply Chain, Brand Management, Supply Chain, Venture Capital, Leadership, Business Development, Business Planning, Entrepreneurship, Social Networking, Sales, Private Equity, Coaching, Change Management, Strategy, Sales Management, Business Strategy, Finance, E-commerce, Online Marketing, Management, Strategic Planning, Marketing Strategy, Marketing, Public Speaking, Product Development, Team Building
Education
FUNDACION CENTRO DE ESTUDIOS INTERAMERICANOS 1995 — 1995
Commerical Spanish
TAIPEI LANGUAGE INSTITUTE 1991 — 1995
Chinese
National Taiwan Normal University 1991 — 1991
Chinese Language and Literature
UNC Chapel Hill 1985 — 1989
BA, Philosophy with Honors & Economics
Avenir Corporation January 2015 - Present
Ashmore Equities Investment Management, LLC September 2009 - Present
Emerging Markets Management, L.L.C. September 1999 - September 2009
Emerging Markets Management, L.L.C. November 1993 - February 1997
Emerging Markets Management, L.L.C. June 1991 - November 1993
UBS October 1990 - April 1991
UBS March 1990 - October 1990
James Capel Incorporated December 1988 - March 1990
The First Boston Corporation April 1986 - December 1988
Skills
Financial Services, Management, Equities, Emerging Markets, Marketing, Investments, Finance, Hedge Funds, Bloomberg, Capital Markets, Investment Management
Education
The George Washington University - School of Business 1990 — 1993
Master of Business Administration (M.B.A.), Finance, General
University of Virginia 1980 — 1984
Bachelor of Arts (BA), Music (with concentrations in Accounting and Spanish)
Tudor, Pickering, Holt & Co. June 2007 - Present
Endeavour International Corporation September 2005 - June 2007
Goldman Sachs August 1993 - April 2005
The First Boston Corporation May 1992 - August 1992
Kidder Peabody July 1989 - June 1991
Education
The University of Texas at Austin 1991 — 1993
Master of Business Administration (MBA)
Baylor University 1985 — 1989
Bachelor of Business Administration (BBA)
Wells Fargo March 2008 - Present
Bank of America 2004 - 2008
Cantor Fitzgerald 2002 - 2004
ABN AMRO Bank N.V. 1998 - 2002
Yamaichi International (America), Inc. September 1994 - February 1998
J.P. Morgan March 1993 - September 1994
The First Boston Corporation June 1991 - March 1993
Lehman Brothers August 1986 - June 1991
Education
University of Richmond - Robins School of Business 1982 — 1986
Bachelor of Science (BS)
New York Law School
Doctor of Law (JD)