FTN Midwest
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FTN Midwest Employees
Ford Motor Company August 2015 - Present
Ford Motor Company March 2015 - August 2015
Ford Motor Company July 2014 - March 2015
Ford Motor Company July 2013 - June 2014
Carnegie Mellon Tepper School of Business August 2011 - May 2013
Ford Motor Company May 2012 - August 2012
Northcoast Research April 2009 - May 2011
FTN Midwest August 2006 - April 2009
Skills
Asset Managment, Asset Management, Finance, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Management, Equity Research, Bloomberg, Data Analysis, Equities, Mergers, Investments, Project Management, Portfolio Management
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2013
Master of Business Administration (MBA), Finance
John Carroll University 2002 — 2006
BA, Economics
Poland Seminary High School
Mattei's Garage, LLC June 2011 - Present
Duncan-Williams May 2009 - May 2011
Banc of America Investments December 2007 - March 2009
FTN Midwest June 2001 - September 2007
Suntrust Equitable 1998 - 2001
Principal Financial Securities February 1994 - December 1997
Southwest Securities 1992 - 1994
First Tennessee Bank 1988 - 1990
Morgan Keegan September 1986 - August 1988
Skills
Series 7
Education
Southern Methodist University - Cox School of Business 1990 — 1991
MBA
Haslam College of Business at the University of Tennessee 1982 — 1986
BS, Finance
Christian Brothers High School 1977 — 1982
PNC Investments January 2014 - Present
PNC June 2010 - December 2013
Cleveland Research Company June 2006 - April 2010
FTN Midwest December 2003 - June 2006
Education
Baldwin Wallace University 1997 — 2001
Bachelor's Degree, Business Administration & Economics
OpenExchange, Inc. August 2015 - Present
OpenExchange, Inc. April 2009 - July 2015
OpenExchange, Inc. April 2009 - July 2015
LTC International, Inc. 2008 - 2009
FTN Midwest June 2006 - October 2007
Eze Castle Research November 2004 - June 2006
Pythar Capital Advisors March 2002 - October 2004
Bear Stearns April 2000 - November 2002
Jefferies & Co., Inc. April 1996 - March 2000
Tucker Anthony October 1994 - March 1996
Skills
Mergers, Start-ups, Venture Capital, Financial Modeling, Equities, Business Strategy, Asset Managment, Due Diligence, Competitive Analysis, Investments, Portfolio Management, Securities, Corporate Development, Capital Markets, Investor Relations, Valuation, Equity Research, Product Management, Private Equity, Financial Analysis, Entrepreneurship, Mergers & Acquisitions, Mobile Devices, Asset Management
Education
Georgetown University Law Center 1992 — 1993
LL.M, Taxation
Widener University School of Business 1990 — 1992
JD/MBA
Widener University School of Law 1989 — 1992
JD, Law and Finance
Eckerd College 1984 — 1988
Bachelor of Arts, Psychology
FTN Midwest 1999 - 2008
Education
Case Western Reserve University School of Law 1997 — 1999
Baldwin Wallace University 1995 — 1997
BA, Finance & Political Science
Colliers-International March 2015 - Present
American Appraisal August 2014 - March 2015
FMV Opinions, Inc. March 2005 - August 2014
Appraisal Institute January 2013 - December 2013
FTN Midwest 2004 - 2005
Merrill Lynch June 2003 - February 2004
Uline 2002 - 2002
Skills
Valuation, Financial Modeling, Investments, Financial Analysis, Due Diligence, Market Research, Microsoft Excel, Research
Education
University of Southern California 2000 — 2004
Bachelor of Arts (B.A.), Economics
Cleveland Research Company October 2007 - Present
Cleveland Research Company June 2006 - October 2007
FTN Midwest June 2003 - June 2006
FTN Midwest June 2003 - June 2004
Skills
Life Sciences, Financial Modeling, Healthcare, Ophthalmology, Fundamental Research, Aesthetics, HPLC, PCR, Medical Devices, Research, Breast Augmentation, Cosmetics, Lifesciences, Strategic Planning, Forecasting, Equity Valuation, Valuation, Competitive Analysis, Financial Analysis, Finance, Management, Market Research, Pharmaceutical Industry, Leadership, Equity Research
Education
Miami University 1999 — 2003
Bachelor of Science, Finance
Glenoak
Cleveland Research Company June 2006 - Present
CRC 2006 - Present
FTN Midwest June 2002 - June 2006
FTN Equity Capital Markets 2002 - 2006
TLT Capital Corp October 2000 - June 2002
Education
Marquette University 2000 — 2002
Master of Business Administration (M.B.A.), Finance, General
The Hebrew University 1998 — 1998
Apocalyptic literature
University of St. Thomas - Opus College of Business 1994 — 1998
London School of Economics and Political Science, U. of London 1996 — 1996
Finance and Financial Management Services
Marquette University High School
Progressive Insurance May 2009 - Present
FTN Midwest July 2006 - October 2008
Ernst & Young May 2005 - August 2006
Shaker Investments September 2000 - January 2005
National City Bank August 1999 - September 2000
AT&T June 1998 - March 1999
Clean CEMP Consulting July 1995 - August 1997
Skills
Financial Modeling, Competitive Analysis, Strategic Planning, Strategy, Financial Analysis, Analysis, Finance, Due Diligence, Data Analysis, Risk Management, Management, Business Analysis, Financial Risk, Portfolio Management, Leadership, Insurance, Investments, Process Improvement, Equities, Customer Service, Project Management, Executive Management, Vendor Management, Consulting, Financial Services, Investment Banking, Program Management, Banking, Business Process
Education
University of Rochester 1997 — 1999
MBA, Finance
The Ohio State University 1989 — 1995
BS, Civil Engineering
Piolet Capital February 2015 - Present
Columbia Business School January 2014 - May 2015
Red Oak Growth Partners September 2014 - January 2015
The Benchmark Company July 2008 - November 2013
FTN Midwest June 2007 - June 2008
FTN Midwest August 2006 - May 2007
FTN Midwest August 2005 - June 2006
Skills
Series 63, Series 7, Valuation, Financial Modeling, Investments, Excel, Customer Relations, Microsoft Office, Research, Financial Analysis, Equity Research, Data Analysis, Equities, Institutional Sales, Securities, Hedge Funds, Capital Markets, Microsoft Excel
Education
Columbia University - Columbia Business School 2014 — 2015
Trinity College-Hartford 2001 — 2005
B.A., Economics
University School 1997 — 2001