Burkenroad Reports

Description

Burkenroad Reports are widely circulated financial reports on small- to medium-sized companies around the Gulf Coast that are traditionally under-followed by bulge bracket stock analysts. Colloquially the Burkenroad-followed companies are referred to as "stocks under rocks". Publisher: Freeman School of Business at Tulane University First issue: 1993

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Burkenroad Reports Employees

Employee
Years
Job
Industry
William Clausen William Clausen Austin, Texas Details
William Clausen's Burkenroad Reports Experience January 2015 - May 2015
Job Research Intern at GLG (Gerson Lehrman Group)
Industry Management Consulting
Experience
GLG (Gerson Lehrman Group)   June 2015 - August 2015
Burkenroad Reports   January 2015 - May 2015
Sigma Chi Fraternity  April 2014 - May 2015
Fresh Strategies Consulting Group   May 2013 - August 2013
Model United Nations  October 2011 - May 2013

Skills
Microsoft Office, Leadership, PowerPoint, Social Media Marketing, X_TRADER, Financial Markets, Eikon Trading Software, Communication, Problem Solving, Accounting, Financial Modeling, Research, Big Data Analytics

Education
Tulane University - A.B. Freeman School of Business   2012 — 2017
Bachelor of Science (B.S.) & Master of Accounting (MACCT), Finance with an energy specialization

Universidad de La Habana   2014 — 2014
The History of the Evolution of Cuban Nationalism and Cuban Culture and Society

Steven Krueger Steven Krueger United States Details
Steven Krueger's Burkenroad Reports Experience August 2008 - December 2008
Job Virtualization Lead Sales Engineer at Citrix
Industry Computer Software
Experience
Citrix  January 2015 - Present
Citrix  January 2011 - December 2014
ConocoPhillips  June 2010 - August 2010
Deloitte  January 2010 - March 2010
Chaffe & Associates, Inc.   May 2009 - August 2009
Darwin Fenner Student-Managed Fund  January 2009 - May 2009
Burkenroad Reports   August 2008 - December 2008

Skills
Citrix, Consulting, Microsoft Excel, Virtualization, Xen, Valuation, VDI, vSphere, Active Directory, Networking, Financial Modeling, XenApp, XenDesktop, XenServer, Provisioning Services, Windows Server, Login VSI, Training, Teaching, Leadership, Scalability, Windows, Investments, Public Speaking, SQL, Blogging, Information Security

Education
Tulane University - A.B. Freeman School of Business
Master of Accounting

Tulane University - A.B. Freeman School of Business
BSM, Finance - Energy Specialization, Cum Laude

Quinn Brown Quinn Brown Greater Atlanta Area Details
Quinn Brown's Burkenroad Reports Experience August 2013 - December 2013
Job Recent Graduate from Tulane University
Industry Financial Services
Experience
Burkenroad Reports   August 2013 - December 2013
Tulane University Law School  May 2012 - May 2013
PwC  January 2013 - March 2013

Skills
Financial Modeling, PowerPoint, Microsoft Excel, Data Analysis, Economics, Equity Research, Microsoft Word, Access, Research, Auditing, Software Documentation, Microsoft Office, Financial Analysis, Social Media, Facebook, Corporate Finance, Finance

Education
Tulane University - A.B. Freeman School of Business   2009 — 2014
Bachelor's Degree, Finance

Tulane University - A.B. Freeman School of Business   2009 — 2014
Master's Degree, Accounting

Marist School   2005 — 2009

Meiyin Kuang Meiyin Kuang New Orleans, Louisiana Details
Meiyin Kuang's Burkenroad Reports Experience January 2013 - May 2013
Job Controller at GENERAL HEATING & AIR CONDITIONING
Industry Financial Services
Experience
GENERAL HEATING & AIR CONDITIONING   July 2014 - Present
General Heating & Air Conditioning   April 2014 - June 2014
Insphere Insurance Solutions  November 2013 - March 2014
Burkenroad Reports   January 2013 - May 2013
Darwin Fenner Student Managed Fund  January 2013 - May 2013
China Merchants Securities  September 2011 - June 2012

Skills
Bloomberg Terminal, Data Analysis, Matlab, Excel models, X Trader, Thomson Reuters Terminal, Energy Specialization, Insurance, Healthcare, Life Insurance, Health Insurance, Disability Insurance, Analysis, Equities, Equity Research, Excel Models, Finance, Financial Analysis, Financial Modeling, Investments, Microsoft Excel, Portfolio Management, Trading, Valuation

Education
Tulane University - A.B. Freeman School of Business   2012 — 2013
Master of Finance, 3.74/4.00

Talia Geschwind Talia Geschwind Plainview, New York Details
Talia Geschwind's Burkenroad Reports Experience November 2012 - Present
Job Assistant at the Burkenroad Reports
Industry Accounting
Experience
Club Tennis   September 2013 - Present
Burkenroad Reports   November 2012 - Present
Tulane DECA   September 2012 - Present
STAIR Tutoring Program   September 2012 - May 2014
URJ Eisner Camp  June 2012 - August 2013
Centaurus Financial, Inc.®: Mark Geschwind & Associates   2010 - 2012
Landau & Co, CPA   December 2010 - April 2011

Skills
Accounting, Microsoft Excel, Finance, Sports Coaching, Event Planning, Financial Analysis, Investments, Tax, Budgets, QuickBooks, Team Leadership, Teaching

Education
Tulane University - A.B. Freeman School of Business   2012 — 2016
BSM, Accounting, Finance, and Legal Studies, Junior

Plainview- Old Bethpage John F. Kennedy High School   2009 — 2012

Katie Whalen Katie Whalen Charlotte, North Carolina Area Details
Katie Whalen's Burkenroad Reports Experience August 2014 - December 2014
Job Finance Intern at Snyder'sLance, Inc.
Industry Financial Services
Experience
Tulane Law School  August 2013 - Present
Snyder's-Lance, Inc.   May 2015 - August 2015
Burkenroad Reports   August 2014 - December 2014
Tulane University  February 2014 - September 2014
Panera Bread  2010 - 2013
Organizing for America  June 2012 - August 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Access, Facebook, Spanish

Education
Tulane University - A.B. Freeman School of Business   2012 — 2016
Bachelor of Science in Management, Finance & Accouting

Sam Fihma Sam Fihma New Orleans, Louisiana Details
Sam Fihma's Burkenroad Reports Experience August 2015 - Present
Job Equity Research Analyst at Burkenroad Reports
Industry Financial Services
Experience
Burkenroad Reports   August 2015 - Present
Golden Road Tutors   September 2013 - Present
Macquarie Group  June 2015 - August 2015
Darwin Fenner Student Managed Fund  January 2015 - May 2015
Camp Baco  2011 - 2014

Skills
Music, Entrepreneurship, Marketing, Organization, Personnel Management, Microsoft Excel, Microsoft Word, PowerPoint, Event Planning, Social Networking, Social Media, QuickBooks, Social Media Marketing, Facebook, Presentation Skills, Financial Analysis

Education
Tulane University - A.B. Freeman School of Business   2012 — 2015
Bachelor of Science Management (B.S.M.) and Bachelor of Science (B.S.), Finance and Economics, Senior

Pascack Hills High School   2008 — 2012

Owen Wilson Owen Wilson New York, New York Details
Owen Wilson's Burkenroad Reports Experience August 2013 - December 2013
Job Financial Accounting Advisory Services Staff at EY
Industry Financial Services
Experience
EY  August 2015 - Present
Darwin Fenner Student Managed Fund  January 2015 - May 2015
FPL Capital Management   June 2014 - December 2014
EY  January 2014 - March 2014
Burkenroad Reports   August 2013 - December 2013
SL Green Realty Corp.  June 2013 - August 2013

Skills
Microsoft Excel, Microsoft Word, Marketing, Management, PowerPoint, Public Speaking, Financial Analysis, Financial Reporting, Financial Modeling, Planning Budgeting &..., Microsoft Office, Sales, Access, Outlook, Accounting, Finance, Social Media, Analysis

Education
Tulane University - A.B. Freeman School of Business   2010 — 2015
Master's degree, Accounting

Tulane University - A.B. Freeman School of Business   2010 — 2015
Bachelor of Science in Management, Finance

Princeton High School   2006 — 2010
High School

Owen Fassnacht Owen Fassnacht New York, New York Details
Owen Fassnacht's Burkenroad Reports Experience August 2011 - December 2011
Job Municipal Bond Trader at INTL FCStone Inc.
Industry Capital Markets
Experience
INTL FCStone Inc.  November 2014 - Present
TMC Bonds  June 2012 - November 2014
Burkenroad Reports   August 2011 - December 2011
PNT Financial   May 2011 - August 2011

Skills
Electronic Trading, Municipal Bonds, Equity Research, Microsoft Excel, Bloomberg Terminal, Interest Rate..., Fixed Income, Series 7, Series 63, Wind, Bloomberg, Financial Modeling, Bonds, Capital Markets, Valuation, Equities, Trading, Securities

Education
Tulane University - A.B. Freeman School of Business   2008 — 2012
BSM, Finance

Barrington High School   2004 — 2008

Tyler Willse Tyler Willse Baltimore, Maryland Details
Tyler Willse's Burkenroad Reports Experience August 2011 - November 2011
Job COO at Allegeant, LLC
Industry Hospital & Health Care
Experience
Allegeant, LLC  September 2013 - Present
PWC  September 2012 - July 2013
Burkenroad Reports   August 2011 - November 2011
Allegeant   May 2009 - August 2011

Skills
Financial Analysis, Financial Modeling, Valuation, Financial Reporting, Economics, Bloomberg, Business Valuation, Capital IQ, Corporate Finance, Due Diligence, Accounting, Bloomberg Terminal, Finance, Healthcare Consulting, Employee Wellness..., Benefit Plan..., Microsoft Excel, PowerPoint, Business Development, Sales, Management

Education
Tulane University - A.B. Freeman School of Business   2008 — 2012
BSM, Finance with energy concentration

St. Andrew's School   2004 — 2008

Prassanth Lakshminarasimhan Prassanth Lakshminarasimhan New Orleans, Louisiana Details
Prassanth Lakshminarasimhan's Burkenroad Reports Experience January 2012 - May 2012
Job Senior Technical Business Analyst at Aptify
Industry Computer Software
Experience
Aptify  April 2015 - Present
Aptify  June 2013 - March 2015
JFK CAPITAL ADVISORS, LLC, an Investment Management Company   February 2013 - May 2013
Tulane University  January 2012 - February 2013
Indian Overseas Bank  May 2012 - July 2012
Burkenroad Reports   January 2012 - May 2012
Infosys  June 2010 - June 2011
Infosys  July 2007 - May 2010

Skills
Equity Research, Financial Modeling, Business Analysis, Financial Analysis, Corporate Finance, Bloomberg, Data Analysis, Valuation, R, Microsoft Excel, VBA, Teradata, C++, Microsoft Office, Testing, Banking, SQL, Project Management, Business Process

Education
Tulane University - A.B. Freeman School of Business   2011 — 2013
MBA, Finance

Anna University   2003 — 2007
Bachelor of Engineering, Electronics and Communications Engineering

Chinmaya Vidyalaya   2001 — 2003
High School, Science

Seventh Day Adventist   1999 — 2001
Middle school, Science

M. Adam Stimpert M. Adam Stimpert Atlanta, Georgia Details
M. Adam Stimpert's Burkenroad Reports Experience August 2012 - December 2012
Job Reports Analyst at Nicholas Hoffman & Company
Industry Investment Management
Experience
Nicholas Hoffman & Company  August 2013 - Present
Burkenroad Reports   August 2012 - December 2012
UBS Wealth Management  May 2012 - August 2012
Cohn & Wolfe  June 2011 - August 2011

Skills
Microsoft Excel, Research, Accounting, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Investments, Customer Service, Teamwork, Public Speaking, English, Time Management

Education
Tulane University - A.B. Freeman School of Business   2009 — 2013
Bachelor of Science in Management, Finance, General

Woodward Academy   2005 — 2009

Yu Cao, CFA Yu Cao, CFA Greater Boston Area Details
Yu Cao, CFA's Burkenroad Reports Experience March 1999 - May 2000
Job VP, Risk Director, Global Treasury Risk Management at State Street
Industry Capital Markets
Experience
State Street  July 2013 - Present
Capital One  June 2008 - 2013
Capital One  June 2005 - June 2008
Capital One  June 2003 - June 2005
Capital One  January 2002 - June 2003
Capital One  July 2000 - January 2002
Burkenroad Reports   March 1999 - May 2000
Merrill Lynch  May 1999 - September 1999
Sinochem  June 1995 - June 1998

Skills
Valuation, Capital Markets, Fixed Income, Financial Modeling, Portfolio Management, Financial Analysis, Treasury Management, Corporate Finance, Securitization, Financial Risk, Bloomberg, Risk Management, Banking, Derivatives, Financial Services, Market Risk, Equities

Education
Tulane University - A.B. Freeman School of Business   1998 — 2000
MBA, Finance

University of International Business and Economics   1991 — 1995
BS, International Trade

Lauren H. Roberts, CPA, CRMA Lauren H. Roberts, CPA, CRMA Dallas, Texas Details
Lauren H. Roberts, CPA, CRMA's Burkenroad Reports Experience August 2006 - December 2006
Job Manager, Strategy and Operations Internal Audit
Industry Accounting
Experience
Kimberly-Clark  August 2015 - Present
Self-Employed  September 2014 - August 2015
Advancing Language Skills   February 2014 - July 2014
Kimberly-Clark  December 2009 - January 2014
Ernst & Young  September 2008 - December 2009
Ernst & Young  January 2008 - March 2008
The Receivables Exchange (of the New Orleans Exchange)   July 2007 - December 2007
Burkenroad Reports   August 2006 - December 2006

Skills
Accounting, Auditing, Analysis, Process Improvement, Internal Controls, Sarbanes-Oxley, Project Management, Financial Analysis, Microsoft Excel, Project Planning, Leadership, International, Financial Accounting, General Ledger, Microsoft Office, Outlook, Audit Command Language, CPA, External Audit, SAP, Financial Audits, Lean Manufacturing, Lean Six Sigma, Six Sigma, Manufacturing, Consumer Package Goods, TeamMate, BlackLine, Sarbanes-Oxley Act, QuickBooks

Education
Tulane University - A.B. Freeman School of Business   2007 — 2008
Masters, Accounting

Tulane University - A.B. Freeman School of Business   2003 — 2007
BSM, Finance

William Eckert William Eckert Houston, Texas Area Details
William Eckert's Burkenroad Reports Experience September 2010 - December 2010
Job Research Associate at Global Hunter Securities
Industry Financial Services
Experience
Global Hunter Securities  January 2015 - Present
Stout Risius Ross  2012 - January 2015
Pritchard Capital Partners  March 2012 - July 2012
First National Bank  June 2011 - August 2011
Pestcoe, Schwede and Associates, LLC   September 2010 - February 2011
Burkenroad Reports   September 2010 - December 2010

Skills
Financial Modeling, Valuation, Microsoft Excel, Financial Analysis, Finance, Equities, Equity Research, Microsoft Office, Investments, Corporate Finance, PowerPoint

Education
Tulane University - A.B. Freeman School of Business   2010 — 2011
MFIN, Finance, Energy Specialization

Tulane University - A.B. Freeman School of Business   2006 — 2010
BSM, Finance, Legal Studies in Business

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