Fulcrum Global Partners
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Fulcrum Global Partners Employees
Employee
Years
Job
Industry
Robert Cihra Robert Cihra's Fulcrum Global Partners Experience January 2002 - December 2005
Job Managing Director, Technology Analyst
Industry Financial Services
Experience
Sterne Agee CRT August 2015 - Present
Evercore ISI August 2011 - May 2015
Caris & Company January 2009 - July 2011
Brompton Cross Capital January 2006 - December 2008
Fulcrum Global Partners January 2002 - December 2005
ABN Amro/ING Barings/Furman Selz 1997 - 2001
Skills
Equity Valuation, Equities, Investment Banking, Equity Research, Valuation, Hedge Funds, Asset Management, Financial Modeling, Capital Markets, Venture Capital, Fixed Income, Alternative Investments
Education
Ivey Business School at Western University 1991 — 1993
MBA, Economics
Sterne Agee CRT August 2015 - Present
Evercore ISI August 2011 - May 2015
Caris & Company January 2009 - July 2011
Brompton Cross Capital January 2006 - December 2008
Fulcrum Global Partners January 2002 - December 2005
ABN Amro/ING Barings/Furman Selz 1997 - 2001
Skills
Equity Valuation, Equities, Investment Banking, Equity Research, Valuation, Hedge Funds, Asset Management, Financial Modeling, Capital Markets, Venture Capital, Fixed Income, Alternative Investments
Education
Ivey Business School at Western University 1991 — 1993
MBA, Economics
Rob Oliver Rob Oliver's Fulcrum Global Partners Experience 2005 - 2006
Job Director, Technology Sector Desk Specialist at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. July 2013 - Present
Canaccord Genuity Inc. March 2009 - June 2013
Stanford Group Company January 2008 - February 2009
Fulcrum Global Partners 2005 - 2006
SoundView Technology Group 1997 - 2004
Skills
Institutional Sales, Equity Research, Capital Markets, Equities, Series 7, Information Technology
Education
The University of Texas at Austin 1995 — 1996
Master of Arts (MA)
Hobart College 1989 — 1992
Bachelor of Arts (B.A.), English Language and Literature/Letters
Robert W. Baird & Co. July 2013 - Present
Canaccord Genuity Inc. March 2009 - June 2013
Stanford Group Company January 2008 - February 2009
Fulcrum Global Partners 2005 - 2006
SoundView Technology Group 1997 - 2004
Skills
Institutional Sales, Equity Research, Capital Markets, Equities, Series 7, Information Technology
Education
The University of Texas at Austin 1995 — 1996
Master of Arts (MA)
Hobart College 1989 — 1992
Bachelor of Arts (B.A.), English Language and Literature/Letters
Alan R. Leist III, CFA's Fulcrum Global Partners Experience 2004 - 2005
Job Principal and Senior Advisor
Industry Investment Management
Experience
Strategic Financial Services September 2005 - Present
Fulcrum Global Partners 2004 - 2005
Merrill Lynch 1995 - 2004
Education
Cornell University 2009 — 2010
MBA
CFA Institute 2006 — 2008
CFA
Colgate University 1991 — 1995
BA
Strategic Financial Services September 2005 - Present
Fulcrum Global Partners 2004 - 2005
Merrill Lynch 1995 - 2004
Education
Cornell University 2009 — 2010
MBA
CFA Institute 2006 — 2008
CFA
Colgate University 1991 — 1995
BA
Ted Thomas Ted Thomas's Fulcrum Global Partners Experience 2003 - 2004
Job Director, Business Development at Rimon Law
Industry Law Practice
Experience
Rimon Law January 2013 - Present
FORT Systems 2011 - 2013
Autodesk June 2012 - September 2012
TAMInvestments 2007 - 2011
Fulcrum Global Partners 2003 - 2004
Wells Fargo Securities 2002 - 2003
Hambrecht & Quist 1993 - 2002
Auspex Systems 1990 - 1992
Skills
Venture Capital, Start-ups, SaaS, Cloud Computing, Equities, Investments, Capital Markets, IPO, Investor Relations, Portfolio Management, Investment Banking, Private Equity, Due Diligence, Mergers & Acquisitions, Business Development
Education
University of Pennsylvania
BA (Honors), Chemistry
Rimon Law January 2013 - Present
FORT Systems 2011 - 2013
Autodesk June 2012 - September 2012
TAMInvestments 2007 - 2011
Fulcrum Global Partners 2003 - 2004
Wells Fargo Securities 2002 - 2003
Hambrecht & Quist 1993 - 2002
Auspex Systems 1990 - 1992
Skills
Venture Capital, Start-ups, SaaS, Cloud Computing, Equities, Investments, Capital Markets, IPO, Investor Relations, Portfolio Management, Investment Banking, Private Equity, Due Diligence, Mergers & Acquisitions, Business Development
Education
University of Pennsylvania
BA (Honors), Chemistry
Thomas McGivern Thomas McGivern's Fulcrum Global Partners Experience September 2001 - November 2005
Job Institutional Equity Sales at 86Research Ltd.
Industry Investment Banking
Experience
86Research Ltd. August 2015 - Present
Evercore Partners March 2012 - March 2015
Collins Stewart September 2011 - April 2012
Susquehanna International Group (SIG) April 2007 - January 2011
Nollenberger Capital Partners November 2005 - April 2007
Fulcrum Global Partners September 2001 - November 2005
Furman Selz LLC 1998 - 2001
UBS 1997 - 1999
Dean Witter Reynolds, Inc. 1989 - 1997
Skills
NASD - Series 7, 24,..., Equity Research, Hedge Funds, Series 7, Capital Markets, Equities
Education
Harvard University
Bachelor of Arts, English and American Literature
Choate Rosemary Hall
86Research Ltd. August 2015 - Present
Evercore Partners March 2012 - March 2015
Collins Stewart September 2011 - April 2012
Susquehanna International Group (SIG) April 2007 - January 2011
Nollenberger Capital Partners November 2005 - April 2007
Fulcrum Global Partners September 2001 - November 2005
Furman Selz LLC 1998 - 2001
UBS 1997 - 1999
Dean Witter Reynolds, Inc. 1989 - 1997
Skills
NASD - Series 7, 24,..., Equity Research, Hedge Funds, Series 7, Capital Markets, Equities
Education
Harvard University
Bachelor of Arts, English and American Literature
Choate Rosemary Hall
McMillan, Quentin's Fulcrum Global Partners Experience 2005 - 2007
Job Director P&C Insurance Analyst KBW
Industry Financial Services
Experience
KBW September 2015 - Present
Morgan Stanley July 2011 - September 2015
Columbia Business School August 2009 - June 2011
Morgan Stanley 2010 - 2010
Canaccord/Adams May 2006 - August 2009
Fulcrum Global Partners 2005 - 2007
Education
Columbia University - Columbia Business School 2009 — 2011
Boston College 2000 — 2004
BS, Finance, Economics
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2004
Finance, Accounting and Strategy
KBW September 2015 - Present
Morgan Stanley July 2011 - September 2015
Columbia Business School August 2009 - June 2011
Morgan Stanley 2010 - 2010
Canaccord/Adams May 2006 - August 2009
Fulcrum Global Partners 2005 - 2007
Education
Columbia University - Columbia Business School 2009 — 2011
Boston College 2000 — 2004
BS, Finance, Economics
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2004
Finance, Accounting and Strategy
K. Newton Juhng K. Newton Juhng's Fulcrum Global Partners Experience June 2003 - September 2003
Job Senior Vice President at GE Capital Healthcare Financial Services
Industry Financial Services
Experience
GE Capital October 2011 - Present
FBR June 2010 - September 2011
BB&T Capital Markets 2006 - 2010
Piper Jaffray 2004 - 2006
SunTrust Robinson Humphrey 2003 - 2004
Fulcrum Global Partners June 2003 - September 2003
Dresdner Kleinwort Wasserstein April 2001 - September 2002
National Institutes of Health 1996 - 1999
Skills
Alternative Investments, Analysis, Asset Management, Bloomberg, Capital Markets, Corporate Development, Corporate Finance, Due Diligence, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Investment Banking, Investments, Leveraged Finance, Portfolio Management, Mergers & Acquisitions, Research, Valuation, Private Equity, Series 7, Venture Capital
Education
Amherst College 1992 — 1996
B.A., Psychology
Tenafly High School 1988 — 1992
GE Capital October 2011 - Present
FBR June 2010 - September 2011
BB&T Capital Markets 2006 - 2010
Piper Jaffray 2004 - 2006
SunTrust Robinson Humphrey 2003 - 2004
Fulcrum Global Partners June 2003 - September 2003
Dresdner Kleinwort Wasserstein April 2001 - September 2002
National Institutes of Health 1996 - 1999
Skills
Alternative Investments, Analysis, Asset Management, Bloomberg, Capital Markets, Corporate Development, Corporate Finance, Due Diligence, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Investment Banking, Investments, Leveraged Finance, Portfolio Management, Mergers & Acquisitions, Research, Valuation, Private Equity, Series 7, Venture Capital
Education
Amherst College 1992 — 1996
B.A., Psychology
Tenafly High School 1988 — 1992
Greg Capello Greg Capello's Fulcrum Global Partners Experience January 2001 - September 2003
Job ITB Capital Advisors, LLC
Industry Financial Services
Experience
AR Fund Management, LLC March 2013 - Present
ITB Capital Management, LLC September 2011 - Present
The Free Enterprise Nation April 2009 - March 2010
Fulcrum Global Partners January 2001 - September 2003
Raymond James January 1991 - November 1999
Skills
Hedge Funds, Alternative Investments, Investments, Equities, Asset Managment, Series 7, Securities, Equity Research, Asset Allocation, Trading, Portfolio Management, Capital Markets, Venture Capital, Asset Management, Investment Strategies, Start-up Organizations, Managed Futures, Private Equity, Options, Series 63, Investment Management, Bloomberg, Equity Trading, Financial Advisory, Financial Services
Education
Fairleigh Dickinson University
Master of Business Administration (MBA)
University of Miami
BBA, Management
AR Fund Management, LLC March 2013 - Present
ITB Capital Management, LLC September 2011 - Present
The Free Enterprise Nation April 2009 - March 2010
Fulcrum Global Partners January 2001 - September 2003
Raymond James January 1991 - November 1999
Skills
Hedge Funds, Alternative Investments, Investments, Equities, Asset Managment, Series 7, Securities, Equity Research, Asset Allocation, Trading, Portfolio Management, Capital Markets, Venture Capital, Asset Management, Investment Strategies, Start-up Organizations, Managed Futures, Private Equity, Options, Series 63, Investment Management, Bloomberg, Equity Trading, Financial Advisory, Financial Services
Education
Fairleigh Dickinson University
Master of Business Administration (MBA)
University of Miami
BBA, Management
Bill Takos Bill Takos's Fulcrum Global Partners Experience January 2004 - December 2005
Job CFO at Lime Brokerage LLC
Industry Financial Services
Experience
Lime Brokerage LLC (A Wedbush Company) November 2008 - Present
Utendahl Capital Management December 2006 - September 2008
The Reserve Funds January 2006 - December 2006
Fulcrum Global Partners January 2004 - December 2005
Schwab Soundview Capital Markets December 2002 - December 2003
J.H. Whitney & Co. May 2000 - December 2002
Tullett Prebon January 1993 - May 2000
Dennis N. Yeulys, CPAs September 1991 - September 1992
Skills
Asset Managment, Financial Services, Corporate Finance, Trading, Private Equity, Asset Management, Options, FINRA, Internal Controls, Investments, Finance, Financial Analysis
Education
Pace University - Lubin School of Business 1993 — 1997
MBA, Finance
New York University - Leonard N. Stern School of Business 1987 — 1991
BS, Accounting & Finance (Double Major)
Lime Brokerage LLC (A Wedbush Company) November 2008 - Present
Utendahl Capital Management December 2006 - September 2008
The Reserve Funds January 2006 - December 2006
Fulcrum Global Partners January 2004 - December 2005
Schwab Soundview Capital Markets December 2002 - December 2003
J.H. Whitney & Co. May 2000 - December 2002
Tullett Prebon January 1993 - May 2000
Dennis N. Yeulys, CPAs September 1991 - September 1992
Skills
Asset Managment, Financial Services, Corporate Finance, Trading, Private Equity, Asset Management, Options, FINRA, Internal Controls, Investments, Finance, Financial Analysis
Education
Pace University - Lubin School of Business 1993 — 1997
MBA, Finance
New York University - Leonard N. Stern School of Business 1987 — 1991
BS, Accounting & Finance (Double Major)
Imaru Casanova's Fulcrum Global Partners Experience November 2004 - March 2005
Job Senior Gold Analyst at Van Eck Global
Industry Investment Management
Experience
Van Eck Global December 2011 - Present
MLV September 2010 - November 2011
Barnard Jacobs Mellett August 2007 - July 2010
BMO Capital Markets June 2005 - July 2007
Fulcrum Global Partners November 2004 - March 2005
Shell July 2000 - August 2003
Skills
Series 7, 63, 86 and 87, Equities, Bloomberg, Asset Management, Portfolio Management, Investments, Mutual Funds, Emerging Markets, Investment Strategies, Asset Allocation, Equity Research, Financial Modeling, Series 7, Capital Markets, Financial Markets, Securities, Technical Analysis, Trading, Valuation, Hedge Funds
Education
Case Western Reserve University 1996 — 1998
Master of Science (M.S.), Mechanical Engineering
Case Western Reserve University 1992 — 1996
Bachelor of Science (BS), Mechanical Engineering
Van Eck Global December 2011 - Present
MLV September 2010 - November 2011
Barnard Jacobs Mellett August 2007 - July 2010
BMO Capital Markets June 2005 - July 2007
Fulcrum Global Partners November 2004 - March 2005
Shell July 2000 - August 2003
Skills
Series 7, 63, 86 and 87, Equities, Bloomberg, Asset Management, Portfolio Management, Investments, Mutual Funds, Emerging Markets, Investment Strategies, Asset Allocation, Equity Research, Financial Modeling, Series 7, Capital Markets, Financial Markets, Securities, Technical Analysis, Trading, Valuation, Hedge Funds
Education
Case Western Reserve University 1996 — 1998
Master of Science (M.S.), Mechanical Engineering
Case Western Reserve University 1992 — 1996
Bachelor of Science (BS), Mechanical Engineering
Richard (Dick) Hurd Richard (Dick) Hurd's Fulcrum Global Partners Experience 2003 - 2004
Job Investments at Mayo Capital Partners
Industry Investment Banking
Experience
Mayo Capital Partners September 2010 - Present
BMO Capital Markets 2004 - 2010
Fulcrum Global Partners 2003 - 2004
Credit Suisse First Boston 2000 - November 2003
DLJ 1997 - 2000
DLJ 1994 - 1997
Kidder Peabody 1988 - 1994
Kidder Peabody 1982 - 1988
Marsh & McLennan Companies, Inc. 1978 - 1982
Skills
Equities, Investments, Mutual Funds, Hedge Funds, Equity Research, Investment Banking, Trading, Competitive Analysis, Investment Management, Portfolio Management, Alternative Investments, Bloomberg, Financial Services, Fixed Income, Bonds, Derivatives, Valuation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1980 — 1982
MBA, Finance
Hampshire College 1974 — 1978
BA, Systems Analysis
Mayo Capital Partners September 2010 - Present
BMO Capital Markets 2004 - 2010
Fulcrum Global Partners 2003 - 2004
Credit Suisse First Boston 2000 - November 2003
DLJ 1997 - 2000
DLJ 1994 - 1997
Kidder Peabody 1988 - 1994
Kidder Peabody 1982 - 1988
Marsh & McLennan Companies, Inc. 1978 - 1982
Skills
Equities, Investments, Mutual Funds, Hedge Funds, Equity Research, Investment Banking, Trading, Competitive Analysis, Investment Management, Portfolio Management, Alternative Investments, Bloomberg, Financial Services, Fixed Income, Bonds, Derivatives, Valuation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1980 — 1982
MBA, Finance
Hampshire College 1974 — 1978
BA, Systems Analysis
James Cestone James Cestone's Fulcrum Global Partners Experience 2002 - 2002
Job Sales Assistant at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank November 2014 - Present
Ameriprise Financial Services, Inc. June 2011 - November 2014
MetLife January 2009 - June 2011
Maxim Group September 2006 - December 2008
All Island Janitorial Supply November 2004 - September 2006
Brokerage America October 2002 - October 2004
Knight Trading Group January 1997 - January 2002
Fulcrum Global Partners 2002 - 2002
Knight Trading Group January 1997 - January 1999
TD Waterhouse January 1995 - January 1997
Skills
Trading, Equity Trading, Series 7, Series 63, Bloomberg, Securities, Investments, Finance, Financial Risk, Back Office, Mutual Funds, Equities, FINRA, Financial Services, Hedge Funds, Trading Systems, Series 24, Financial Markets, Options, Bonds, Electronic Trading, Settlement, Asset Management, Portfolio Management, ETFs, Fixed Income, Capital Markets, Derivatives, Asset Allocation, Technical Analysis
Education
Dowling College 1987 — 1991
Bachelor, Business Administration; Finance
Deutsche Bank November 2014 - Present
Ameriprise Financial Services, Inc. June 2011 - November 2014
MetLife January 2009 - June 2011
Maxim Group September 2006 - December 2008
All Island Janitorial Supply November 2004 - September 2006
Brokerage America October 2002 - October 2004
Knight Trading Group January 1997 - January 2002
Fulcrum Global Partners 2002 - 2002
Knight Trading Group January 1997 - January 1999
TD Waterhouse January 1995 - January 1997
Skills
Trading, Equity Trading, Series 7, Series 63, Bloomberg, Securities, Investments, Finance, Financial Risk, Back Office, Mutual Funds, Equities, FINRA, Financial Services, Hedge Funds, Trading Systems, Series 24, Financial Markets, Options, Bonds, Electronic Trading, Settlement, Asset Management, Portfolio Management, ETFs, Fixed Income, Capital Markets, Derivatives, Asset Allocation, Technical Analysis
Education
Dowling College 1987 — 1991
Bachelor, Business Administration; Finance
Jason Hahn Jason Hahn's Fulcrum Global Partners Experience 2003 - 2006
Job Genesis Capital Ventures VP, Founder Headwaters Equity Group, LLC
Industry Capital Markets
Experience
Genesis Capital Ventures January 2015 - Present
Headwaters Equity Group, LLC April 2012 - Present
Agency Trading Group, Inc. January 2010 - January 2012
Craig-Hallum Capital Group December 2008 - February 2010
Think Equity Partners LLC October 2006 - December 2008
Fulcrum Global Partners 2003 - 2006
Piper Jaffray 1998 - 2003
Zeiss Meditec 1995 - 1998
Skills
Financial Modeling, Equity Research, Competitive Analysis, Hedge Funds, Equities, Valuation, Mutual Funds, Series 7, Securities, Asset Management, Management
Education
University of St. Thomas 1988 — 1992
Carleton College 1987 — 1988
Genesis Capital Ventures January 2015 - Present
Headwaters Equity Group, LLC April 2012 - Present
Agency Trading Group, Inc. January 2010 - January 2012
Craig-Hallum Capital Group December 2008 - February 2010
Think Equity Partners LLC October 2006 - December 2008
Fulcrum Global Partners 2003 - 2006
Piper Jaffray 1998 - 2003
Zeiss Meditec 1995 - 1998
Skills
Financial Modeling, Equity Research, Competitive Analysis, Hedge Funds, Equities, Valuation, Mutual Funds, Series 7, Securities, Asset Management, Management
Education
University of St. Thomas 1988 — 1992
Carleton College 1987 — 1988
Chad Doerge Chad Doerge's Fulcrum Global Partners Experience 2000 - 2004
Job Senior Managing Director at Evercore ISI
Industry Financial Services
Experience
Evercore October 2014 - Present
ISI Group 2010 - Present
Deutsche Bank 2004 - 2010
Fulcrum Global Partners 2000 - 2004
Skills
Portfolio Management, Alternative Investments, Financial Services, Series 7, Financial Modeling, Asset Management, Corporate Finance, Mergers & Acquisitions, Securities, Hedge Funds, Trading, Trading Systems, Fixed Income, Capital Markets, Emerging Markets, Investment Banking, Bloomberg, Valuation, Options, Series 63, Electronic Trading, Financial Analysis, Equities, Investments, Derivatives, Financial Markets, Equity Research, Private Equity, Sales, Investment Strategies, Fund Of Funds, Equity Trading, Private Banking, ETFs, FINRA, Investment Management, Equity Valuation, Wealth Management, Corporate Development, FX Options, Structured Products, Bonds, Commodity, Bloomberg Terminal, Financial Structuring, Structured Finance, Technical Analysis, Asset Allocation, Business Valuation
Education
Hobart and William Smith Colleges 1992 — 1996
Bachelor's degree, Economics
Choate Rosemary Hall 1989 — 1992
Evercore October 2014 - Present
ISI Group 2010 - Present
Deutsche Bank 2004 - 2010
Fulcrum Global Partners 2000 - 2004
Skills
Portfolio Management, Alternative Investments, Financial Services, Series 7, Financial Modeling, Asset Management, Corporate Finance, Mergers & Acquisitions, Securities, Hedge Funds, Trading, Trading Systems, Fixed Income, Capital Markets, Emerging Markets, Investment Banking, Bloomberg, Valuation, Options, Series 63, Electronic Trading, Financial Analysis, Equities, Investments, Derivatives, Financial Markets, Equity Research, Private Equity, Sales, Investment Strategies, Fund Of Funds, Equity Trading, Private Banking, ETFs, FINRA, Investment Management, Equity Valuation, Wealth Management, Corporate Development, FX Options, Structured Products, Bonds, Commodity, Bloomberg Terminal, Financial Structuring, Structured Finance, Technical Analysis, Asset Allocation, Business Valuation
Education
Hobart and William Smith Colleges 1992 — 1996
Bachelor's degree, Economics
Choate Rosemary Hall 1989 — 1992
Susan M. Donofrio, MBA Susan M. Donofrio, MBA's Fulcrum Global Partners Experience May 2004 - January 2005
Job Investor Relations Officer, MultiIndustry Experience
Industry Investment Management
Experience
Novartis AG November 2013 - June 2015
Hawaiian Airlines January 2011 - November 2013
Cathay Financial January 2005 - September 2007
Fulcrum Global Partners May 2004 - January 2005
Deutsche Bank May 1996 - March 2004
Skills
Financial Modeling, Stock Picking, Equity Research, Equities, Valuation, Investor Relations, Capital Markets, Investments, Financial Analysis, Equity Valuation, Investment Banking, Hedge Funds, Series 7, Asset Managment, Portfolio Management, Corporate Finance, Alternative Investments, Securities, Corporate Development, Fixed Income, Finance, Analysis, Restructuring, Strategy, Asset Management
Education
Pace University - Lubin School of Business 1994 — 1998
MBA, Finance
Rutgers University-New Brunswick 1984 — 1988
B.A., Economics & English
Millburn 1981 — 1984
High School
Novartis AG November 2013 - June 2015
Hawaiian Airlines January 2011 - November 2013
Cathay Financial January 2005 - September 2007
Fulcrum Global Partners May 2004 - January 2005
Deutsche Bank May 1996 - March 2004
Skills
Financial Modeling, Stock Picking, Equity Research, Equities, Valuation, Investor Relations, Capital Markets, Investments, Financial Analysis, Equity Valuation, Investment Banking, Hedge Funds, Series 7, Asset Managment, Portfolio Management, Corporate Finance, Alternative Investments, Securities, Corporate Development, Fixed Income, Finance, Analysis, Restructuring, Strategy, Asset Management
Education
Pace University - Lubin School of Business 1994 — 1998
MBA, Finance
Rutgers University-New Brunswick 1984 — 1988
B.A., Economics & English
Millburn 1981 — 1984
High School
Roshan Shiwcharran Roshan Shiwcharran's Fulcrum Global Partners Experience February 2001 - September 2005
Job System Engineer at Spectrum Solution, LLC
Industry Information Technology and Services
Experience
Spectrum Solution, LLC January 2013 - Present
Computer Integrated Services November 2010 - Present
AppliedE 2003 - Present
CTG Converged Technology Group 2009 - 2010
Pierpont Securities 2009 - 2010
S7 2009 - 2010
American Bible Society 2005 - 2009
ABS / Vision Technology September 2005 - July 2008
Fulcrum Global Partners February 2001 - September 2005
GFI Group March 1998 - January 2001
Skills
Microsoft Exchange, Microsoft Technologies, VMware, Storage Area Networks, Citrix, Linux, Cisco Technologies, Watchguard, Sonicwall, Nagios, Hyper-V, Network Security, Network Administration, Active Directory, Security, Data Center, ASA, Virtualization, HP, Troubleshooting, Cisco Routers, Disaster Recovery, Microsoft SQL Server, ITIL, Networking, Windows, SharePoint, Servers, Infrastructure, Switches, Windows Server, DNS, IT Operations, Firewalls, System Administration, IT Management, Operating Systems, Cisco IOS, Storage, Cloud Computing, TCP/IP, High Availability, Backup Exec
Education
City University of New York City College 1996 — 2000
BS, Computer Science
Spectrum Solution, LLC January 2013 - Present
Computer Integrated Services November 2010 - Present
AppliedE 2003 - Present
CTG Converged Technology Group 2009 - 2010
Pierpont Securities 2009 - 2010
S7 2009 - 2010
American Bible Society 2005 - 2009
ABS / Vision Technology September 2005 - July 2008
Fulcrum Global Partners February 2001 - September 2005
GFI Group March 1998 - January 2001
Skills
Microsoft Exchange, Microsoft Technologies, VMware, Storage Area Networks, Citrix, Linux, Cisco Technologies, Watchguard, Sonicwall, Nagios, Hyper-V, Network Security, Network Administration, Active Directory, Security, Data Center, ASA, Virtualization, HP, Troubleshooting, Cisco Routers, Disaster Recovery, Microsoft SQL Server, ITIL, Networking, Windows, SharePoint, Servers, Infrastructure, Switches, Windows Server, DNS, IT Operations, Firewalls, System Administration, IT Management, Operating Systems, Cisco IOS, Storage, Cloud Computing, TCP/IP, High Availability, Backup Exec
Education
City University of New York City College 1996 — 2000
BS, Computer Science
John A. Baliotti II John A. Baliotti II's Fulcrum Global Partners Experience 2003 - 2005
Job Director of Marketing and Business Development at The ExOne Company
Industry Machinery
Experience
The ExOne Company March 2015 - Present
Janney Montgomery Scott June 2012 - February 2015
Collins Stewart LLC November 2011 - February 2012
Capital Counsel LLC 2010 - April 2011
FTN Equity Capital Markets 2006 - 2010
Fulcrum Global Partners 2003 - 2005
UBS Investment Bank 1999 - 2003
Donaldson, Lufkin & Jenrette 1998 - 1999
Sikorsky Aircraft 1991 - 1998
Skills
Mergers & Acquisitions, Equities, Equity Research, Hedge Funds, Series 7, Valuation, Capital Markets, Bloomberg, Financial Modeling, Investments, Portfolio Management, Asset Management, Alternative Investments, Mergers, Investment Banking, Securities, Fixed Income
Education
Lehigh University 1997 — 2000
BSME, Mechanical Engineering
The University of Connecticut School of Business 1992 — 1996
MBA, Finance
The ExOne Company March 2015 - Present
Janney Montgomery Scott June 2012 - February 2015
Collins Stewart LLC November 2011 - February 2012
Capital Counsel LLC 2010 - April 2011
FTN Equity Capital Markets 2006 - 2010
Fulcrum Global Partners 2003 - 2005
UBS Investment Bank 1999 - 2003
Donaldson, Lufkin & Jenrette 1998 - 1999
Sikorsky Aircraft 1991 - 1998
Skills
Mergers & Acquisitions, Equities, Equity Research, Hedge Funds, Series 7, Valuation, Capital Markets, Bloomberg, Financial Modeling, Investments, Portfolio Management, Asset Management, Alternative Investments, Mergers, Investment Banking, Securities, Fixed Income
Education
Lehigh University 1997 — 2000
BSME, Mechanical Engineering
The University of Connecticut School of Business 1992 — 1996
MBA, Finance
Hugh Hallen's Fulcrum Global Partners Experience June 2001 - December 2004
Job VP Recruiting at EPC STAFF Acquisition & Development LLC
Industry Staffing and Recruiting
Experience
EPC STAFF Acquisition & Development LLC June 2015 - Present
Vista Ford Lincoln September 2013 - June 2015
MRSI Management Resource Solutions, Inc. August 2012 - March 2013
Independent Property Specialist June 2006 - August 2012
ReMax Mutual Realty January 2005 - June 2006
Fulcrum Global Partners June 2001 - December 2004
B. Riley and Company September 2000 - June 2001
Raymond James Financial Inc. August 1992 - August 2000
Skills
Recruiting, Executive Search, Direct Placement, Retained Search, Real Estate, Business Development, EPC, EPCM, Design-Build, Engineering, Architecture, Construction Management, Utilities, Transportation, Oil & Gas, Wastewater Treatment, Power Generation, Project Control, Business Strategy, Asset Management, Sales, Environmental..., Management, Mergers & Acquisitions, Business Planning, Real Estate Development, Healthcare, Insurance, Project Management, Strategic Financial..., Property Management, Contract Negotiation, Budgets, Home Inspections, Selling, Aquisition, Property Damage, Account Management, Mergers, Finance, Marketing Strategy, Sellers, Strategy, Financial Modeling, Team Building, Strategic Planning, Leadership, Customer Service, Employee Relations, Public Speaking
Education
Queensborough Community College
EPC STAFF Acquisition & Development LLC June 2015 - Present
Vista Ford Lincoln September 2013 - June 2015
MRSI Management Resource Solutions, Inc. August 2012 - March 2013
Independent Property Specialist June 2006 - August 2012
ReMax Mutual Realty January 2005 - June 2006
Fulcrum Global Partners June 2001 - December 2004
B. Riley and Company September 2000 - June 2001
Raymond James Financial Inc. August 1992 - August 2000
Skills
Recruiting, Executive Search, Direct Placement, Retained Search, Real Estate, Business Development, EPC, EPCM, Design-Build, Engineering, Architecture, Construction Management, Utilities, Transportation, Oil & Gas, Wastewater Treatment, Power Generation, Project Control, Business Strategy, Asset Management, Sales, Environmental..., Management, Mergers & Acquisitions, Business Planning, Real Estate Development, Healthcare, Insurance, Project Management, Strategic Financial..., Property Management, Contract Negotiation, Budgets, Home Inspections, Selling, Aquisition, Property Damage, Account Management, Mergers, Finance, Marketing Strategy, Sellers, Strategy, Financial Modeling, Team Building, Strategic Planning, Leadership, Customer Service, Employee Relations, Public Speaking
Education
Queensborough Community College
Kindra Tatarsky (Devaney) Kindra Tatarsky (Devaney)'s Fulcrum Global Partners Experience July 2001 - October 2003
Job Head of Corporate Development at RetailNext
Industry Venture Capital & Private Equity
Experience
RetailNext August 2015 - Present
Nielsen November 2011 - August 2015
RuMe, Inc. November 2010 - October 2012
Golden Seeds September 2008 - February 2011
Forerunner Ventures June 2005 - September 2008
Fulcrum Global Partners July 2001 - October 2003
Montgomery Securities/BofA Securities June 1993 - November 2000
Skills
Venture Capital, Corporate Development, Private Equity, Start-ups, Investments, Mergers, Financial Modeling, Valuation, Entrepreneurship, Due Diligence, Angel Investing, Strategic Partnerships, Business Development, Business Strategy, Corporate Finance, Equities, Strategy, Mergers & Acquisitions, Executive Management, Hedge Funds, Program Management, Management, Investor Relations, Competitive Analysis, Emerging Markets, Leadership, Management Consulting, Acquisition Integration, Business Planning, M&A experience, Analytics, IPO, Market Research, Market Analysis, Product Management, Equity Research
Education
University of California, Los Angeles 1987 — 1991
Bachelor of Arts (B.A.), English, with a minor in Business
RetailNext August 2015 - Present
Nielsen November 2011 - August 2015
RuMe, Inc. November 2010 - October 2012
Golden Seeds September 2008 - February 2011
Forerunner Ventures June 2005 - September 2008
Fulcrum Global Partners July 2001 - October 2003
Montgomery Securities/BofA Securities June 1993 - November 2000
Skills
Venture Capital, Corporate Development, Private Equity, Start-ups, Investments, Mergers, Financial Modeling, Valuation, Entrepreneurship, Due Diligence, Angel Investing, Strategic Partnerships, Business Development, Business Strategy, Corporate Finance, Equities, Strategy, Mergers & Acquisitions, Executive Management, Hedge Funds, Program Management, Management, Investor Relations, Competitive Analysis, Emerging Markets, Leadership, Management Consulting, Acquisition Integration, Business Planning, M&A experience, Analytics, IPO, Market Research, Market Analysis, Product Management, Equity Research
Education
University of California, Los Angeles 1987 — 1991
Bachelor of Arts (B.A.), English, with a minor in Business
Stacey Widlitz Stacey Widlitz's Fulcrum Global Partners Experience September 2003 - January 2005
Job Founder, SW Retail Advisors & CNBC Contributor
Industry Financial Services
Experience
SW Retail Advisors Inc April 2011 - Present
Pali Capital January 2006 - February 2010
Fulcrum Global Partners September 2003 - January 2005
UBS Investment Bank September 1999 - August 2002
Skills
Equity Research, Equities, Hedge Funds, Capital Markets, Series 7, Valuation, Bloomberg, Series 63, Alternative Investments, Equity Trading, Financial Modeling, Investments, Securities, Private Equity, Fixed Income, Financial Analysis, Asset Management
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, FINANCE
Tulane University 1989 — 1993
BA, Political Science
SW Retail Advisors Inc April 2011 - Present
Pali Capital January 2006 - February 2010
Fulcrum Global Partners September 2003 - January 2005
UBS Investment Bank September 1999 - August 2002
Skills
Equity Research, Equities, Hedge Funds, Capital Markets, Series 7, Valuation, Bloomberg, Series 63, Alternative Investments, Equity Trading, Financial Modeling, Investments, Securities, Private Equity, Fixed Income, Financial Analysis, Asset Management
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, FINANCE
Tulane University 1989 — 1993
BA, Political Science
David Meaney's Fulcrum Global Partners Experience April 2002 - April 2003
Job Principal/CoCIO at BP Capital Management; Principal/Portfolio Manager at BP Capital Fund Advisors
Industry Investment Management
Experience
BP Capital Management September 2005 - Present
Southwest Securities April 2003 - September 2005
Fulcrum Global Partners April 2002 - April 2003
Southwest Securities January 1999 - April 2002
Skills
Trading, Asset Management, Portfolio Management, Bloomberg, Investments, Equity Trading, Securities, Capital Markets, Fixed Income, Valuation, Equities, Mutual Funds, Hedge Funds, Alternative Investments, Finance
Education
Louisiana Tech University 1994 — 1998
Bachelor of Science, Finance, General
BP Capital Management September 2005 - Present
Southwest Securities April 2003 - September 2005
Fulcrum Global Partners April 2002 - April 2003
Southwest Securities January 1999 - April 2002
Skills
Trading, Asset Management, Portfolio Management, Bloomberg, Investments, Equity Trading, Securities, Capital Markets, Fixed Income, Valuation, Equities, Mutual Funds, Hedge Funds, Alternative Investments, Finance
Education
Louisiana Tech University 1994 — 1998
Bachelor of Science, Finance, General
Chris Sexton Chris Sexton's Fulcrum Global Partners Experience March 2002 - April 2003
Job VP Institutional Trading at First Analysis Securities Corp
Industry Capital Markets
Experience
First Analysis Securities Corp May 2014 - Present
Cantor Fitzgerald October 2013 - April 2014
Merrill Lynch Wealth Management April 2013 - October 2013
Wedge Partners July 2006 - February 2013
Fulcrum Global Partners March 2002 - April 2003
Tucker Anthony Capital Markets (Cleary Gull) January 1998 - October 2001
ABN AMRO Chicago Corporation March 1996 - January 1998
Skills
Equities, Trading, Options, Equity Trading, Securities, Investments, Series 7, Hedge Funds, Series 63, Equity Research, FINRA, Alternative Investments, ETFs, Trading Systems, Bloomberg, Asset Management, Derivatives, Financial Markets, Institutional, Venture Capital, Private Equity, Commodity, Capital Markets, Stocks, Commodities, Series 66, Series 24, Series 55
Education
University of Iowa 1991 — 1993
Economics
Southern Illinois University, Carbondale 1990 — 1991
First Analysis Securities Corp May 2014 - Present
Cantor Fitzgerald October 2013 - April 2014
Merrill Lynch Wealth Management April 2013 - October 2013
Wedge Partners July 2006 - February 2013
Fulcrum Global Partners March 2002 - April 2003
Tucker Anthony Capital Markets (Cleary Gull) January 1998 - October 2001
ABN AMRO Chicago Corporation March 1996 - January 1998
Skills
Equities, Trading, Options, Equity Trading, Securities, Investments, Series 7, Hedge Funds, Series 63, Equity Research, FINRA, Alternative Investments, ETFs, Trading Systems, Bloomberg, Asset Management, Derivatives, Financial Markets, Institutional, Venture Capital, Private Equity, Commodity, Capital Markets, Stocks, Commodities, Series 66, Series 24, Series 55
Education
University of Iowa 1991 — 1993
Economics
Southern Illinois University, Carbondale 1990 — 1991
Patrick E. Flanigan III's Fulcrum Global Partners Experience July 2004 - April 2005
Job Vice President, Investor Relations at Celgene
Industry Biotechnology
Experience
Celgene August 2011 - Present
Genzyme August 2007 - May 2011
WR Hambrecht + Co June 2005 - June 2007
Fulcrum Global Partners July 2004 - April 2005
Adams Harkness March 2000 - June 2004
Cowen and Company May 1998 - March 2000
Skills
Investor Relations, Equity Research, Mergers, Corporate Development, Financial Modeling, Valuation, Mergers & Acquisitions, Due Diligence, Competitive Analysis, Corporate Finance, Emerging Markets, Venture Capital, Strategy, Acquisition Integration
Education
Boston College 1995 — 1998
BA, Economics & Political Science
Glencoe
Celgene August 2011 - Present
Genzyme August 2007 - May 2011
WR Hambrecht + Co June 2005 - June 2007
Fulcrum Global Partners July 2004 - April 2005
Adams Harkness March 2000 - June 2004
Cowen and Company May 1998 - March 2000
Skills
Investor Relations, Equity Research, Mergers, Corporate Development, Financial Modeling, Valuation, Mergers & Acquisitions, Due Diligence, Competitive Analysis, Corporate Finance, Emerging Markets, Venture Capital, Strategy, Acquisition Integration
Education
Boston College 1995 — 1998
BA, Economics & Political Science
Glencoe
Craig Maurer Craig Maurer's Fulcrum Global Partners Experience 2004 - 2006
Job Equity analyst focused on payments, payment technology, and all related topics
Industry Capital Markets
Experience
Autonomous Research LLP September 2014 - Present
CLSA March 2007 - August 2014
Fulcrum Global Partners 2004 - 2006
Midwest Research 2003 - 2004
FTN Financial 2003 - 2004
Putnam Lovell 1999 - 2003
Neuberger Berman 1997 - 1999
Skills
Capital Markets, Finance, Management, Bloomberg, Financial Modeling, Hedge Funds, Investments, Equities, Equity Research, Financial Analysis
Education
Syracuse University - Martin J. Whitman School of Management 1993 — 1997
BS, Finance
Syracuse University
Autonomous Research LLP September 2014 - Present
CLSA March 2007 - August 2014
Fulcrum Global Partners 2004 - 2006
Midwest Research 2003 - 2004
FTN Financial 2003 - 2004
Putnam Lovell 1999 - 2003
Neuberger Berman 1997 - 1999
Skills
Capital Markets, Finance, Management, Bloomberg, Financial Modeling, Hedge Funds, Investments, Equities, Equity Research, Financial Analysis
Education
Syracuse University - Martin J. Whitman School of Management 1993 — 1997
BS, Finance
Syracuse University
Christine Groves's Fulcrum Global Partners Experience January 2004 - August 2004
Job Finance and Investment Research
Industry Investment Management
Experience
A.I. Capital Management March 2009 - February 2012
Calyon Securities September 2004 - January 2008
Fulcrum Global Partners January 2004 - August 2004
C. E. Unterberg, Towbin June 1998 - January 2004
Datamonitor Inc 1997 - 1998
Skills
Valuation, Financial Modeling, Capital Markets, Equities, Investments, Investment Banking, Hedge Funds, Private Equity, Bloomberg, Asset Management, Equity Research, Emerging Markets
Education
University of Pennsylvania 1993 — 1997
BA
A.I. Capital Management March 2009 - February 2012
Calyon Securities September 2004 - January 2008
Fulcrum Global Partners January 2004 - August 2004
C. E. Unterberg, Towbin June 1998 - January 2004
Datamonitor Inc 1997 - 1998
Skills
Valuation, Financial Modeling, Capital Markets, Equities, Investments, Investment Banking, Hedge Funds, Private Equity, Bloomberg, Asset Management, Equity Research, Emerging Markets
Education
University of Pennsylvania 1993 — 1997
BA
Chris Melling's Fulcrum Global Partners Experience February 2002 - December 2004
Job Real Estate Investor
Industry Real Estate
Experience
Gemini Real Estate Advisors October 2014 - April 2015
Hamilton Point Investments April 2010 - April 2014
Orchard Securities January 2009 - July 2009
Cabot Investments January 2005 - November 2008
Fulcrum Global Partners February 2002 - December 2004
Skills
Private Equity, Valuation, Financial Modeling, Real Estate, Investment Properties, Marketing, Investments, Equities, Portfolio Management, Leases, Mergers & Acquisitions, Commercial Real Estate, Finance, Real Estate Economics, Market Research
Education
University of Pennsylvania 1994 — 1998
Bachelor of Science (BS)
University of Pennsylvania 1994 — 1998
University of Pennsylvania 1994 — 1998
Bachelor of Arts, English
Gemini Real Estate Advisors October 2014 - April 2015
Hamilton Point Investments April 2010 - April 2014
Orchard Securities January 2009 - July 2009
Cabot Investments January 2005 - November 2008
Fulcrum Global Partners February 2002 - December 2004
Skills
Private Equity, Valuation, Financial Modeling, Real Estate, Investment Properties, Marketing, Investments, Equities, Portfolio Management, Leases, Mergers & Acquisitions, Commercial Real Estate, Finance, Real Estate Economics, Market Research
Education
University of Pennsylvania 1994 — 1998
Bachelor of Science (BS)
University of Pennsylvania 1994 — 1998
University of Pennsylvania 1994 — 1998
Bachelor of Arts, English
Stephen Rosenblum's Fulcrum Global Partners Experience September 2002 - August 2004
Job SalesBloomberg Equity and Options Trading Solutions
Industry Financial Services
Experience
Bloomberg May 2010 - Present
Gold Coast Staffing July 2007 - April 2010
Open Systems Technologies September 2006 - June 2007
Majestic Capital Partners September 2004 - September 2006
Fulcrum Global Partners September 2002 - August 2004
Skills
Equities, Trading, Options, Bloomberg, Electronic Trading
Education
State University of New York at Binghamton 1986 — 1990
BA, Economics
Bloomberg May 2010 - Present
Gold Coast Staffing July 2007 - April 2010
Open Systems Technologies September 2006 - June 2007
Majestic Capital Partners September 2004 - September 2006
Fulcrum Global Partners September 2002 - August 2004
Skills
Equities, Trading, Options, Bloomberg, Electronic Trading
Education
State University of New York at Binghamton 1986 — 1990
BA, Economics
Greg Darnall's Fulcrum Global Partners Experience June 2002 - December 2004
Job Director at CLSA
Industry Financial Services
Experience
CLSA Americas January 2015 - Present
MKM Partners June 2012 - January 2015
BMO Capital Markets December 2004 - July 2011
Fulcrum Global Partners June 2002 - December 2004
Goldman Sachs March 2000 - May 2002
Education
University of Massachusetts, Amherst 2009 — 2013
Master of Business Administration (MBA), Finance, General
Hamilton College 1994 — 1997
Bachelor of Arts (B.A.)
CLSA Americas January 2015 - Present
MKM Partners June 2012 - January 2015
BMO Capital Markets December 2004 - July 2011
Fulcrum Global Partners June 2002 - December 2004
Goldman Sachs March 2000 - May 2002
Education
University of Massachusetts, Amherst 2009 — 2013
Master of Business Administration (MBA), Finance, General
Hamilton College 1994 — 1997
Bachelor of Arts (B.A.)
Darren Mac's Fulcrum Global Partners Experience 2002 - 2004
Job Healthcare Investor
Industry Biotechnology
Experience
Weiss Multi-Strategy Advisers 2008 - 2014
Cinnabar Equities Pty Ltd. 2004 - 2006
Fulcrum Global Partners 2002 - 2004
Skills
Biotechnology, Financial Modeling, Valuation, Equities, Investment Banking, Investments, Bloomberg, Hedge Funds, Lifesciences, Capital Markets, Pharmaceutical Industry, Private Equity, Corporate Finance, Equity Valuation, Financial Analysis, Portfolio Management, Market Analysis, Venture Capital, Medical Devices, Research
Education
Wake Forest University - Babcock Graduate School of Management 1996 — 1998
MBA, Finance, General
University of California, San Diego 1992 — 1996
BS, Bioengineering
Weiss Multi-Strategy Advisers 2008 - 2014
Cinnabar Equities Pty Ltd. 2004 - 2006
Fulcrum Global Partners 2002 - 2004
Skills
Biotechnology, Financial Modeling, Valuation, Equities, Investment Banking, Investments, Bloomberg, Hedge Funds, Lifesciences, Capital Markets, Pharmaceutical Industry, Private Equity, Corporate Finance, Equity Valuation, Financial Analysis, Portfolio Management, Market Analysis, Venture Capital, Medical Devices, Research
Education
Wake Forest University - Babcock Graduate School of Management 1996 — 1998
MBA, Finance, General
University of California, San Diego 1992 — 1996
BS, Bioengineering
Clark Chang's Fulcrum Global Partners Experience 2003 - 2005
Job Portfolio Manager / Equity Analyst
Industry Financial Services
Experience
Deutsche Asset Management 2007 - Present
Firsthand Capital Management 2005 - 2007
Fulcrum Global Partners 2003 - 2005
Firsthand Capital Management 2000 - 2002
Education
UCLA Anderson School of Management
MBA
University of California, Los Angeles
Computer Science
Deutsche Asset Management 2007 - Present
Firsthand Capital Management 2005 - 2007
Fulcrum Global Partners 2003 - 2005
Firsthand Capital Management 2000 - 2002
Education
UCLA Anderson School of Management
MBA
University of California, Los Angeles
Computer Science
Henry Cashen's Fulcrum Global Partners Experience September 2002 - October 2005
Job VP Institutional Equity Sales
Industry Capital Markets
Experience
BB&T Capital Markets June 2006 - May 2014
Soleil Securities Group – Boutique Equity Research October 2005 - May 2006
Fulcrum Global Partners September 2002 - October 2005
Guggenheim Productions Inc September 2001 - September 2002
Skills
Equities, Investments, Capital Markets, Bloomberg, Series 7, Hedge Funds, Equity Research, Asset Management
Education
University of Colorado Boulder 1998 — 2001
Bachelor of Science (BS), Political Science and Economics
BB&T Capital Markets June 2006 - May 2014
Soleil Securities Group – Boutique Equity Research October 2005 - May 2006
Fulcrum Global Partners September 2002 - October 2005
Guggenheim Productions Inc September 2001 - September 2002
Skills
Equities, Investments, Capital Markets, Bloomberg, Series 7, Hedge Funds, Equity Research, Asset Management
Education
University of Colorado Boulder 1998 — 2001
Bachelor of Science (BS), Political Science and Economics
Peter Battaglia's Fulcrum Global Partners Experience 2004 - 2006
Job Equity Sales Trader at Sterne Agee
Industry Financial Services
Experience
Sterne Agee Broker Dealer Sales Trading ManagerTradition Asiel Securities2006 - 2007
Fulcrum Global Partners 2004 - 2006
BrokerageAmerica 2002 - 2004
NDB Capital Markets/Sherwood Securities 1995 - 2002
Education
City University of New York-Hunter College 1976 — 1981
B.S., Economics/Politcal Science Dbl Major
Sterne Agee Broker Dealer Sales Trading ManagerTradition Asiel Securities2006 - 2007
Fulcrum Global Partners 2004 - 2006
BrokerageAmerica 2002 - 2004
NDB Capital Markets/Sherwood Securities 1995 - 2002
Education
City University of New York-Hunter College 1976 — 1981
B.S., Economics/Politcal Science Dbl Major
Chip Curtis's Fulcrum Global Partners Experience 2003 - 2003
Job Experienced Sales Professional
Industry Financial Services
Experience
Tullett Prebon February 2015 - April 2015
Griffin Securities, Inc. September 2011 - January 2015
Maxim Group June 2010 - May 2011
Concept Capital Washington Research Group October 2009 - June 2010
Morgan Stanley April 2008 - April 2009
CHAPDELAINE CORPORATE SECURITIES 2004 - 2004
UBS Investment Bank June 1995 - March 2003
Fulcrum Global Partners 2003 - 2003
Education
John Carroll University
Tullett Prebon February 2015 - April 2015
Griffin Securities, Inc. September 2011 - January 2015
Maxim Group June 2010 - May 2011
Concept Capital Washington Research Group October 2009 - June 2010
Morgan Stanley April 2008 - April 2009
CHAPDELAINE CORPORATE SECURITIES 2004 - 2004
UBS Investment Bank June 1995 - March 2003
Fulcrum Global Partners 2003 - 2003
Education
John Carroll University
Peter Rosenberg's Fulcrum Global Partners Experience 2005 - 2006
Job Senior V.P Alternatives Marketing
Industry Financial Services
Experience
Phase One Capital September 2015 - Present
Independent Placement Agent December 2014 - September 2015
ABR Investment Strategy August 2013 - August 2014
Wolfe Trahan & Co. May 2010 - April 2013
Waterloo Int'l Advisors January 2009 - May 2010
Granite Hill Partners 2006 - 2008
Fulcrum Global Partners 2005 - 2006
Wells Fargo Securities 2003 - 2004
Robertson Stephens & Co 2001 - 2002
Soundview Technology Goup 1998 - 2001
Skills
Hedge Funds, Equity Research, Institutional Research, Equities, Capital Markets, Valuation, Financial Services, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance
Indiana University Bloomington 1985 — 1989
B.S, Finance and Accounting
Phase One Capital September 2015 - Present
Independent Placement Agent December 2014 - September 2015
ABR Investment Strategy August 2013 - August 2014
Wolfe Trahan & Co. May 2010 - April 2013
Waterloo Int'l Advisors January 2009 - May 2010
Granite Hill Partners 2006 - 2008
Fulcrum Global Partners 2005 - 2006
Wells Fargo Securities 2003 - 2004
Robertson Stephens & Co 2001 - 2002
Soundview Technology Goup 1998 - 2001
Skills
Hedge Funds, Equity Research, Institutional Research, Equities, Capital Markets, Valuation, Financial Services, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance
Indiana University Bloomington 1985 — 1989
B.S, Finance and Accounting
Steven Mastronardi's Fulcrum Global Partners Experience March 2005 - March 2006
Job Associate at Resources Global Professionals
Industry Financial Services
Experience
Resources Global Professionals January 2007 - Present
Fulcrum Global Partners March 2005 - March 2006
Wall Street Access October 2002 - March 2005
Merrill Lynch March 1983 - September 2002
Donalson Lufkin and Jenrette April 1976 - February 1983
KPMG Peat Marwick July 1973 - February 1976
Skills
Financial Analysis, Securities, Investments, Credit, Auditing, Tax, Hedge Funds, Bloomberg
Education
Syracuse University - Martin J. Whitman School of Management 1969 — 1973
BS, Accounting
Resources Global Professionals January 2007 - Present
Fulcrum Global Partners March 2005 - March 2006
Wall Street Access October 2002 - March 2005
Merrill Lynch March 1983 - September 2002
Donalson Lufkin and Jenrette April 1976 - February 1983
KPMG Peat Marwick July 1973 - February 1976
Skills
Financial Analysis, Securities, Investments, Credit, Auditing, Tax, Hedge Funds, Bloomberg
Education
Syracuse University - Martin J. Whitman School of Management 1969 — 1973
BS, Accounting
Michaela Crouch's Fulcrum Global Partners Experience April 2004 - December 2005
Job Senior Product Marketing Manager, Applications & Services Marketing at Microsoft
Industry Computer Software
Experience
Microsoft February 2015 - Present
Microsoft January 2012 - February 2015
Microsoft May 2009 - January 2012
J.P. Morgan 2007 - 2007
Soleil Securities December 2005 - June 2006
Fulcrum Global Partners April 2004 - December 2005
WR Hambrecht + Co June 2003 - April 2004
Intel Capital February 2001 - May 2003
Skills
Financial Modeling, Valuation, Venture Capital, Corporate Development, Financial Analysis, Strategic Analysis, Analytics, Analysis
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
MBA
Stanford University 1997 — 2001
BA, Economics
Microsoft February 2015 - Present
Microsoft January 2012 - February 2015
Microsoft May 2009 - January 2012
J.P. Morgan 2007 - 2007
Soleil Securities December 2005 - June 2006
Fulcrum Global Partners April 2004 - December 2005
WR Hambrecht + Co June 2003 - April 2004
Intel Capital February 2001 - May 2003
Skills
Financial Modeling, Valuation, Venture Capital, Corporate Development, Financial Analysis, Strategic Analysis, Analytics, Analysis
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
MBA
Stanford University 1997 — 2001
BA, Economics
Brian Tantalo's Fulcrum Global Partners Experience November 2001 - August 2005
Job Partner/Portfolio Manager at Darwin Capital, CoCEO, VP BD & Finance at Public Table Restaurants
Industry Investment Management
Experience
Darwin Capital Management April 2009 - Present
Public Table Restaurants August 2013 - Present
RBC Capital Markets June 2008 - April 2009
Bear Stearns & Co. August 2005 - September 2008
Fulcrum Global Partners November 2001 - August 2005
Gruntal & Co. October 1999 - November 2001
Janney Montgomery Scott LLC December 1995 - October 1999
Olde Equity Research May 1994 - December 1995
Skills
Hedge Funds, Equities, Capital Markets, Equity Research, Portfolio Management, Valuation, Bloomberg, Alternative Investments, Investments, Investment Banking, Private Equity, Asset Management, Asset Managment, Financial Modeling, Financial Analysis, Risk Management, Sales, Sales Management
Education
Purdue University 1990 — 1994
Bachelor of Science (BS), Finance, Economics
Darwin Capital Management April 2009 - Present
Public Table Restaurants August 2013 - Present
RBC Capital Markets June 2008 - April 2009
Bear Stearns & Co. August 2005 - September 2008
Fulcrum Global Partners November 2001 - August 2005
Gruntal & Co. October 1999 - November 2001
Janney Montgomery Scott LLC December 1995 - October 1999
Olde Equity Research May 1994 - December 1995
Skills
Hedge Funds, Equities, Capital Markets, Equity Research, Portfolio Management, Valuation, Bloomberg, Alternative Investments, Investments, Investment Banking, Private Equity, Asset Management, Asset Managment, Financial Modeling, Financial Analysis, Risk Management, Sales, Sales Management
Education
Purdue University 1990 — 1994
Bachelor of Science (BS), Finance, Economics
Doug Henderson's Fulcrum Global Partners Experience 2003 - 2005
Job Weeden & Co.
Industry Financial Services
Experience
Weeden & Co. December 2005 - Present
Fulcrum Global Partners 2003 - 2005
Investment Bank March 1998 - February 2003
JP Morgan Chase 1999 - 2003
Skills
Series 7, Equities, Options, Series 63, Financial Markets, Trading, Bloomberg, Derivatives, Alternative Investments, Brokers, Asset Management, Fixed Income, Capital Markets, Electronic Trading, Hedge Funds, Investments, Securities, Investment Banking, Portfolio Management, Risk Management, Equity Trading, Series 24, Trading Systems, Valuation, Private Equity, Equity Research, Mutual Funds, ETFs, FINRA, Bonds, Investment Strategies, Asset Allocation, Investment Advisory, FX Options
Education
Hobart and William Smith Colleges 1986 — 1990
BA, Economics
Weeden & Co. December 2005 - Present
Fulcrum Global Partners 2003 - 2005
Investment Bank March 1998 - February 2003
JP Morgan Chase 1999 - 2003
Skills
Series 7, Equities, Options, Series 63, Financial Markets, Trading, Bloomberg, Derivatives, Alternative Investments, Brokers, Asset Management, Fixed Income, Capital Markets, Electronic Trading, Hedge Funds, Investments, Securities, Investment Banking, Portfolio Management, Risk Management, Equity Trading, Series 24, Trading Systems, Valuation, Private Equity, Equity Research, Mutual Funds, ETFs, FINRA, Bonds, Investment Strategies, Asset Allocation, Investment Advisory, FX Options
Education
Hobart and William Smith Colleges 1986 — 1990
BA, Economics
Chesley Snider's Fulcrum Global Partners Experience 2003 - 2004
Job Vice President at CL King & Associates
Industry Financial Services
Experience
CL King & Associates 2007 - Present
Telsey Advisory Group 2006 - 2007
New Vernon Associates 2005 - 2006
Fulcrum Global Partners 2003 - 2004
Bear Stearns 1998 - 2003
Education
United States Naval Academy 1989 — 1993
BS, English
CL King & Associates 2007 - Present
Telsey Advisory Group 2006 - 2007
New Vernon Associates 2005 - 2006
Fulcrum Global Partners 2003 - 2004
Bear Stearns 1998 - 2003
Education
United States Naval Academy 1989 — 1993
BS, English
chuck meeth's Fulcrum Global Partners Experience March 2001 - October 2005
Job sr vice president at Morgan Joseph
Industry Investment Banking
Experience
Morgan Joseph September 2007 - Present
Fulcrum Global Partners March 2001 - October 2005
Bear Stearns September 1986 - March 2001
Education
Lycoming College 1981 — 1985
ba, economics
ramapo highschool 1977 — 1981
highschool
Morgan Joseph September 2007 - Present
Fulcrum Global Partners March 2001 - October 2005
Bear Stearns September 1986 - March 2001
Education
Lycoming College 1981 — 1985
ba, economics
ramapo highschool 1977 — 1981
highschool
Frances Finch's Fulcrum Global Partners Experience 2004 - 2005
Job Research Principal (Supervisory Analyst) / Editor at Frances Finch Consulting
Industry Financial Services
Experience
Frances Finch Consulting August 2014 - Present
KCG Holdings, Inc December 2010 - November 2013
Frances Finch Consulting December 2007 - November 2010
Knight Equity Markets December 2005 - November 2007
Fulcrum Global Partners 2004 - 2005
Soleil Securities 2003 - 2004
Putnam Lovell NBF 2000 - 2003
Skills
Series 7, Equities, Research, Series 24, Series 63, Series 87, Capital Markets
Education
Marshall University 1988 — 1993
Masters, English
Brooklyn College
Education
Pratt Institute
Graphics
Aesthetic Realism Foundation
Continuing Education
Frances Finch Consulting August 2014 - Present
KCG Holdings, Inc December 2010 - November 2013
Frances Finch Consulting December 2007 - November 2010
Knight Equity Markets December 2005 - November 2007
Fulcrum Global Partners 2004 - 2005
Soleil Securities 2003 - 2004
Putnam Lovell NBF 2000 - 2003
Skills
Series 7, Equities, Research, Series 24, Series 63, Series 87, Capital Markets
Education
Marshall University 1988 — 1993
Masters, English
Brooklyn College
Education
Pratt Institute
Graphics
Aesthetic Realism Foundation
Continuing Education
BRENDA MCCARTHY's Fulcrum Global Partners Experience 2002 - 2003
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2007 - Present
MELVIN SECURITIES 2004 - 2006
Fulcrum Global Partners 2002 - 2003
Fidelity Capital Markets 1999 - 2002
BOSTON INSTITUTIONAL SERVICES, INC. 1993 - 1999
Education
Harvard University
BA
Morgan Stanley January 2007 - Present
MELVIN SECURITIES 2004 - 2006
Fulcrum Global Partners 2002 - 2003
Fidelity Capital Markets 1999 - 2002
BOSTON INSTITUTIONAL SERVICES, INC. 1993 - 1999
Education
Harvard University
BA
Gary Cuiper, CFA's Fulcrum Global Partners Experience February 2004 - November 2006
Job Managing Director, Head of Institutional Trading at Roberts & Ryan Investments, Inc. DVBE
Industry Financial Services
Experience
Roberts & Ryan Investments Inc. DVBE April 2013 - Present
Broadmoor Capital 2007 - April 2013
David White & Associates March 2012 - July 2012
Nollenberger Capital Partners November 2006 - December 2007
Fulcrum Global Partners February 2004 - November 2006
WR Hambrecht + Co April 2000 - November 2003
Volpe Brown Whelan 1999 - 2000
Hambrecht & Quist May 1992 - 1999
First Boston Corporation 1983 - 1989
Transamerica 1980 - 1983
Skills
Equities, Securities, Trading, Equity Trading, Capital Markets, Institutional, Series 7, Investments, IPO, Series 24, Hedge Funds, Equity Research, Asset Management, Series 63, FINRA, Alternative Investments, Portfolio Management, Electronic Trading
Education
California State University-Fullerton 1974 — 1981
MBA, finance and marketing
Roberts & Ryan Investments Inc. DVBE April 2013 - Present
Broadmoor Capital 2007 - April 2013
David White & Associates March 2012 - July 2012
Nollenberger Capital Partners November 2006 - December 2007
Fulcrum Global Partners February 2004 - November 2006
WR Hambrecht + Co April 2000 - November 2003
Volpe Brown Whelan 1999 - 2000
Hambrecht & Quist May 1992 - 1999
First Boston Corporation 1983 - 1989
Transamerica 1980 - 1983
Skills
Equities, Securities, Trading, Equity Trading, Capital Markets, Institutional, Series 7, Investments, IPO, Series 24, Hedge Funds, Equity Research, Asset Management, Series 63, FINRA, Alternative Investments, Portfolio Management, Electronic Trading
Education
California State University-Fullerton 1974 — 1981
MBA, finance and marketing
Matt Dormer's Fulcrum Global Partners Experience 2000 - 2002
Job Managing Director at Laidlaw & Company UK Ltd.
Industry Investment Banking
Experience
Laidlaw & Company UK Ltd. April 2015 - Present
Summer Street Research Partners February 2006 - April 2015
Wellington Management 2005 - 2006
Fulcrum Global Partners 2000 - 2002
Skills
Investment Banking, IPO, Private Placements, Mergers & Acquisitions, Portfolio Management, Financial Modeling, Due Diligence, Valuation, Private Equity, Investments, Corporate Finance, Equities
Education
Northeastern University 2003 — 2005
MBA, Finance
Davidson College 1989 — 1993
BS, Biology
hill school
Laidlaw & Company UK Ltd. April 2015 - Present
Summer Street Research Partners February 2006 - April 2015
Wellington Management 2005 - 2006
Fulcrum Global Partners 2000 - 2002
Skills
Investment Banking, IPO, Private Placements, Mergers & Acquisitions, Portfolio Management, Financial Modeling, Due Diligence, Valuation, Private Equity, Investments, Corporate Finance, Equities
Education
Northeastern University 2003 — 2005
MBA, Finance
Davidson College 1989 — 1993
BS, Biology
hill school
Alan Weinfeld's Fulcrum Global Partners Experience 2001 - 2004
Job Principal, Director of Research and Chief Portfolio Manager at Riverfront Research and Capital Management
Industry Investment Management
Experience
Riverfront Research and Capital Management; www.rfrcm.com August 2012 - Present
Davis Securities; Davis Capital Management August 2011 - July 2012
Kern, Suslow Securities, Inc. (Kern Suslow Capital Markets Inc.) 2010 - 2011
CapStone Investments 2009 - 2009
Henley & Company 2007 - 2008
Kaufman Brothers 2004 - 2006
Fulcrum Global Partners 2001 - 2004
Tower Hill Capital Group 2000 - 2001
Goldman Sachs June 1996 - December 1999
Skills
Hedge Funds, Industry Analysis, Stocks, Equities, Equity Research, Investments, Investment Banking, Valuation, Capital Markets, Mutual Funds, Financial Modeling, Portfolio Management, Bloomberg, Asset Management, Investment Management, Finance, Alternative Investments, Private Equity, Strategy, Fixed Income, Analysis, Financial Analysis, Securities, Corporate Finance, Due Diligence, Derivatives, Mergers & Acquisitions, Trading, Series 7, Venture Capital
Education
Isenberg School of Management at the University of Massuchusetts; Honors College - Summa Cum Laude 1992 — 1996
Bachelor's in Business Administration (BBA), Finance; Concentration in Investments, 3.9 / 4.0
Riverfront Research and Capital Management; www.rfrcm.com August 2012 - Present
Davis Securities; Davis Capital Management August 2011 - July 2012
Kern, Suslow Securities, Inc. (Kern Suslow Capital Markets Inc.) 2010 - 2011
CapStone Investments 2009 - 2009
Henley & Company 2007 - 2008
Kaufman Brothers 2004 - 2006
Fulcrum Global Partners 2001 - 2004
Tower Hill Capital Group 2000 - 2001
Goldman Sachs June 1996 - December 1999
Skills
Hedge Funds, Industry Analysis, Stocks, Equities, Equity Research, Investments, Investment Banking, Valuation, Capital Markets, Mutual Funds, Financial Modeling, Portfolio Management, Bloomberg, Asset Management, Investment Management, Finance, Alternative Investments, Private Equity, Strategy, Fixed Income, Analysis, Financial Analysis, Securities, Corporate Finance, Due Diligence, Derivatives, Mergers & Acquisitions, Trading, Series 7, Venture Capital
Education
Isenberg School of Management at the University of Massuchusetts; Honors College - Summa Cum Laude 1992 — 1996
Bachelor's in Business Administration (BBA), Finance; Concentration in Investments, 3.9 / 4.0
Sprague Von Stroh's Fulcrum Global Partners Experience September 2003 - September 2004
Job Vice President
Industry Financial Services
Experience
Pantheon Ventures December 2013 - Present
Pantheon Ventures December 2009 - December 2013
Pantheon Ventures January 2007 - December 2009
Grosvenor Capital Management 2004 - 2006
Fulcrum Global Partners September 2003 - September 2004
Fulcrum Global Partners June 2002 - September 2002
Bourgeon Capital 2001 - 2001
Skills
Valuation, Financial Modeling, Due Diligence, Investments, Asset Management, Mergers & Acquisitions, Corporate Development, Investment Banking
Education
Colgate University 1999 — 2003
BA, Psychology and Economics
Pantheon Ventures December 2013 - Present
Pantheon Ventures December 2009 - December 2013
Pantheon Ventures January 2007 - December 2009
Grosvenor Capital Management 2004 - 2006
Fulcrum Global Partners September 2003 - September 2004
Fulcrum Global Partners June 2002 - September 2002
Bourgeon Capital 2001 - 2001
Skills
Valuation, Financial Modeling, Due Diligence, Investments, Asset Management, Mergers & Acquisitions, Corporate Development, Investment Banking
Education
Colgate University 1999 — 2003
BA, Psychology and Economics
Dale Montagna's Fulcrum Global Partners Experience 2005 - 2005
Job Managing Director Auriga USA
Industry Financial Services
Experience
Auriga USA, LLC 2009 - Present
Credit Suisse 2006 - 2009
Fulcrum Global Partners 2005 - 2005
Oppenheimer 2004 - 2005
Morgan Stanley 1996 - 1999
DuPont 1989 - 1994
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
University of Pennsylvania 1984 — 1988
BA, Chemistry
Auriga USA, LLC 2009 - Present
Credit Suisse 2006 - 2009
Fulcrum Global Partners 2005 - 2005
Oppenheimer 2004 - 2005
Morgan Stanley 1996 - 1999
DuPont 1989 - 1994
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
University of Pennsylvania 1984 — 1988
BA, Chemistry
David Schwarz's Fulcrum Global Partners Experience April 2002 - October 2004
Job Brill securities
Industry Financial Services
Experience
Brill Securities January 2013 - Present
Mint partners (BGC) February 2010 - April 2012
Brill Securities April 2011 - March 2012
WR Hambrecht + Co January 2006 - March 2008
hudson securities 2005 - 2006
Fulcrum Global Partners April 2002 - October 2004
Knight Securities October 1995 - April 2002
Knight Capital Group 2000 - 2002
Charles Schwab May 1989 - October 1995
Skills
Equities, Trading, Equity Trading, Hedge Funds, Series 7, Series 63, Securities, Trading Systems, Private Equity, Electronic Trading, Series 24, Options, Bloomberg, Capital Markets, Financial Markets, Alternative Investments, Emerging Markets, Proprietary Trading, Fixed Income, Investments, FINRA, Commodity, ETFs, Investment Banking, Institutional..., Investor Relations, Market Making, Trading Strategies, Equity Research, Investment Strategies, Market Structure, Portfolio Management, Bonds, Stocks, Asset Management, Mutual Funds, Asset Allocation, Hedging, Valuation, Equity Derivatives, Traders, Investment Advisory, Series 65, Prime Brokerage
Education
New York University 1983 — 1987
BS, Finance
Brill Securities January 2013 - Present
Mint partners (BGC) February 2010 - April 2012
Brill Securities April 2011 - March 2012
WR Hambrecht + Co January 2006 - March 2008
hudson securities 2005 - 2006
Fulcrum Global Partners April 2002 - October 2004
Knight Securities October 1995 - April 2002
Knight Capital Group 2000 - 2002
Charles Schwab May 1989 - October 1995
Skills
Equities, Trading, Equity Trading, Hedge Funds, Series 7, Series 63, Securities, Trading Systems, Private Equity, Electronic Trading, Series 24, Options, Bloomberg, Capital Markets, Financial Markets, Alternative Investments, Emerging Markets, Proprietary Trading, Fixed Income, Investments, FINRA, Commodity, ETFs, Investment Banking, Institutional..., Investor Relations, Market Making, Trading Strategies, Equity Research, Investment Strategies, Market Structure, Portfolio Management, Bonds, Stocks, Asset Management, Mutual Funds, Asset Allocation, Hedging, Valuation, Equity Derivatives, Traders, Investment Advisory, Series 65, Prime Brokerage
Education
New York University 1983 — 1987
BS, Finance
Joni Southwell's Fulcrum Global Partners Experience 2001 - 2003
Job Public Finance at Raymond James
Industry Financial Services
Experience
Raymond James December 2005 - Present
ThinkEquity LLC 2003 - 2005
Fulcrum Global Partners 2001 - 2003
West Florida Capital 1999 - 2003
Education
University of Colorado Denver
BS, Economics
Raymond James December 2005 - Present
ThinkEquity LLC 2003 - 2005
Fulcrum Global Partners 2001 - 2003
West Florida Capital 1999 - 2003
Education
University of Colorado Denver
BS, Economics
Randi Skrelja's Fulcrum Global Partners Experience June 2004 - December 2005
Job Equity Analyst
Industry Financial Services
Experience
FTN Equity Capital Markets July 2006 - February 2010
Fulcrum Global Partners June 2004 - December 2005
U.S. Trust Company September 2000 - June 2004
U.S. Trust Company February 1999 - September 2000
Merrill Lynch June 1997 - October 1997
Education
Baruch College - Zicklin School of Business
MBA
Fordham University
BS
FTN Equity Capital Markets July 2006 - February 2010
Fulcrum Global Partners June 2004 - December 2005
U.S. Trust Company September 2000 - June 2004
U.S. Trust Company February 1999 - September 2000
Merrill Lynch June 1997 - October 1997
Education
Baruch College - Zicklin School of Business
MBA
Fordham University
BS
Rodney Plaskett's Fulcrum Global Partners Experience 2003 - 2005
Job Director Investments Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. June 2014 - Present
Lehman Brothers January 2011 - July 2012
Maxim Group January 2011 - January 2012
Barclays January 2009 - January 2010
Fulcrum Global Partners 2003 - 2005
Bank of America January 2001 - January 2004
Donaldson, Lufkin & Jenrette December 1994 - December 2000
Donaldson, Lufkin & Jenrette December 1994 - December 2000
Cahill Gordon & Reindel LLP December 1982 - December 1986
Skills
Financial Advisory, Financial Services, Wealth Management..., Relationship Management, Retirement Savings
Education
Columbia University School of Law 1977 — 1981
Doctor of Law (J.D.), Law
Franklin & Marshall College 1973 — 1977
BA, History
Oppenheimer & Co. Inc. June 2014 - Present
Lehman Brothers January 2011 - July 2012
Maxim Group January 2011 - January 2012
Barclays January 2009 - January 2010
Fulcrum Global Partners 2003 - 2005
Bank of America January 2001 - January 2004
Donaldson, Lufkin & Jenrette December 1994 - December 2000
Donaldson, Lufkin & Jenrette December 1994 - December 2000
Cahill Gordon & Reindel LLP December 1982 - December 1986
Skills
Financial Advisory, Financial Services, Wealth Management..., Relationship Management, Retirement Savings
Education
Columbia University School of Law 1977 — 1981
Doctor of Law (J.D.), Law
Franklin & Marshall College 1973 — 1977
BA, History
Janice Hofferber, CFA's Fulcrum Global Partners Experience March 2001 - April 2003
Job Associate Managing Director at Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service 2013 - Present
Moody's Investors Service June 2006 - Present
Monmouth University Graduate School of Business September 2010 - June 2012
Fulcrum Global Partners March 2001 - April 2003
Van der Moolen July 1996 - February 2001
JP Morgan Chase 1986 - 1995
Education
New York University Stern School of Business 1993 — 1995
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
BA, Douglass College, Psychology
Moody's Investors Service 2013 - Present
Moody's Investors Service June 2006 - Present
Monmouth University Graduate School of Business September 2010 - June 2012
Fulcrum Global Partners March 2001 - April 2003
Van der Moolen July 1996 - February 2001
JP Morgan Chase 1986 - 1995
Education
New York University Stern School of Business 1993 — 1995
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
BA, Douglass College, Psychology
Sarah Ospina's Fulcrum Global Partners Experience August 2003 - April 2004
Job Workday
Industry Computer Software
Experience
Piper Jaffray May 2004 - August 2011
Fulcrum Global Partners August 2003 - April 2004
WR Hambrecht + Co February 2000 - July 2003
Volpe Brown Whalen & Company September 1998 - December 1999
Skills
Series 7, Series 63, Series 55, Business Development, Sales, Strategic Financial..., Investment Management, FINRA, SaaS, Bloomberg, Investments
Education
University of Colorado at Boulder 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Palo Alto High School 1990 — 1994
Piper Jaffray May 2004 - August 2011
Fulcrum Global Partners August 2003 - April 2004
WR Hambrecht + Co February 2000 - July 2003
Volpe Brown Whalen & Company September 1998 - December 1999
Skills
Series 7, Series 63, Series 55, Business Development, Sales, Strategic Financial..., Investment Management, FINRA, SaaS, Bloomberg, Investments
Education
University of Colorado at Boulder 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Palo Alto High School 1990 — 1994
Kristin Purcell's Fulcrum Global Partners Experience 2002 - 2005
Job Licensed Sales Associate, Daniel Gale Sotheby's International Realty
Industry Real Estate
Experience
Daniel Gale Sotheby's International Realty 2007 - Present
Fulcrum Global Partners 2002 - 2005
Banc of America Securities, LLC 1997 - 2002
Skills
Investments, Equities, Real Estate, Series 7, Marketing Strategy, Negotiation, Sales, Condos, First Time Home Buyers, Single Family Homes, Relocation, Luxury, Sellers, Investment Properties, Trading, Buyer Representation, Referrals, Selling
Education
Lynchburg College 1987 — 1991
BA, Communications
St. Mary's High School, Manhasset, NY 1983 — 1987
Daniel Gale Sotheby's International Realty 2007 - Present
Fulcrum Global Partners 2002 - 2005
Banc of America Securities, LLC 1997 - 2002
Skills
Investments, Equities, Real Estate, Series 7, Marketing Strategy, Negotiation, Sales, Condos, First Time Home Buyers, Single Family Homes, Relocation, Luxury, Sellers, Investment Properties, Trading, Buyer Representation, Referrals, Selling
Education
Lynchburg College 1987 — 1991
BA, Communications
St. Mary's High School, Manhasset, NY 1983 — 1987
mark van der Pluym's Fulcrum Global Partners Experience January 2003 - January 2006
Job Industrial & Basic Materials Sector Specialist at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 2006 - Present
CRT Capital Group January 2005 - September 2006
Fulcrum Global Partners January 2003 - January 2006
Skills
Equities, Equity Research, Series 7, Hedge Funds, Capital Markets, Investments, Financial Modeling, Bloomberg, Asset Managment, Series 63, Fixed Income, Equity Valuation, Valuation, Portfolio Management, Derivatives, Securities, Trading
Education
University of Alberta 1994 — 2001
Bachelor of Applied Science (B.A.Sc.), Microbiology, General
University of Alberta
Morgan Stanley Smith Barney September 2006 - Present
CRT Capital Group January 2005 - September 2006
Fulcrum Global Partners January 2003 - January 2006
Skills
Equities, Equity Research, Series 7, Hedge Funds, Capital Markets, Investments, Financial Modeling, Bloomberg, Asset Managment, Series 63, Fixed Income, Equity Valuation, Valuation, Portfolio Management, Derivatives, Securities, Trading
Education
University of Alberta 1994 — 2001
Bachelor of Applied Science (B.A.Sc.), Microbiology, General
University of Alberta
Christopher Weidling's Fulcrum Global Partners Experience 2004 - 2006
Job Chief Financial Officer at Theraplant llc
Industry Wholesale
Experience
Theraplant llc January 2014 - Present
JMP Securities 2012 - 2013
Canaccord Genuity Inc. 2006 - 2012
Fulcrum Global Partners 2004 - 2006
Prudential Equity Group 2000 - 2004
Skills
Hedge Funds, Small Cap, Stock Market Analysis, Investment Banking, Mutual Funds, Strategy, Institutional..., Strategic Financial..., Equity Research, Equities, Capital Markets, Equity Trading, Equity Valuation, Bloomberg, Series 7, Valuation, Series 63, Fixed Income, Alternative Investments, Financial Modeling, Investments, Securities, Trading
Education
Boston College 1994 — 1998
Bachelor of Science (BS), Finance, General
Immaculata High School 1990 — 1994
Theraplant llc January 2014 - Present
JMP Securities 2012 - 2013
Canaccord Genuity Inc. 2006 - 2012
Fulcrum Global Partners 2004 - 2006
Prudential Equity Group 2000 - 2004
Skills
Hedge Funds, Small Cap, Stock Market Analysis, Investment Banking, Mutual Funds, Strategy, Institutional..., Strategic Financial..., Equity Research, Equities, Capital Markets, Equity Trading, Equity Valuation, Bloomberg, Series 7, Valuation, Series 63, Fixed Income, Alternative Investments, Financial Modeling, Investments, Securities, Trading
Education
Boston College 1994 — 1998
Bachelor of Science (BS), Finance, General
Immaculata High School 1990 — 1994
john meeth's Fulcrum Global Partners Experience April 2001 - October 2005
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley 2012 - 2013
Morgan Joseph TriArtisan LLC September 2007 - October 2011
WR Hambrecht + Co November 2005 - September 2007
Fulcrum Global Partners April 2001 - October 2005
bear stearns September 1986 - March 2001
Education
Lycoming College 1981 — 1985
Bachelor of Arts (BA), Economics
Morgan Stanley 2012 - 2013
Morgan Joseph TriArtisan LLC September 2007 - October 2011
WR Hambrecht + Co November 2005 - September 2007
Fulcrum Global Partners April 2001 - October 2005
bear stearns September 1986 - March 2001
Education
Lycoming College 1981 — 1985
Bachelor of Arts (BA), Economics
Jon Solodar's Fulcrum Global Partners Experience 2003 - 2006
Job Managing Director at ConvergEx Group Head of U.S. Sales Trading
Industry Financial Services
Experience
ConvergEx Group May 2014 - Present
Canaccord Genuity Inc. 2006 - 2012
Fulcrum Global Partners 2003 - 2006
Skills
Management, Capital Markets
Education
New York University 1994 — 1995
Master of Business Administration (MBA), Finance, General
Emory University 1984 — 1988
Bachelor of Business Administration (BBA), Business Administration and Management, General
ConvergEx Group May 2014 - Present
Canaccord Genuity Inc. 2006 - 2012
Fulcrum Global Partners 2003 - 2006
Skills
Management, Capital Markets
Education
New York University 1994 — 1995
Master of Business Administration (MBA), Finance, General
Emory University 1984 — 1988
Bachelor of Business Administration (BBA), Business Administration and Management, General
Hollis (Holly) McLellan-Unruh's Fulcrum Global Partners Experience 2002 - 2005
Job intern at UCSF
Industry Research
Experience
UCSF 2014 - Present
California Family Health Council 2011 - 2013
California Family Health Council 2010 - 2011
Hasbro Children's Hospital 2008 - 2010
Fulcrum Global Partners 2002 - 2005
Gerard Klauer Mattison & Co 1998 - 2002
NatWest Markets 1992 - 1997
NatWest Markets 1992 - 1997
NatWest Markets 1992 - 1997
Skills
Research, Data Collection, Public Health, Microsoft Office, Management
Education
Boston University 2009 — 2015
Master's Degree, Masters of Public health - Environmental Science
University of California, Berkeley 2014 — 2014
Public Health - toxicology and occupational epidemiology
City University of New York-Hunter College 2005 — 2008
Bachelor's Degree, Premedical Post Baccalaureate
Tulane University 1980 — 1984
Bachelor's Degree, Anthropology
Agnes Irwin School
Agnes Irwin School
UCSF 2014 - Present
California Family Health Council 2011 - 2013
California Family Health Council 2010 - 2011
Hasbro Children's Hospital 2008 - 2010
Fulcrum Global Partners 2002 - 2005
Gerard Klauer Mattison & Co 1998 - 2002
NatWest Markets 1992 - 1997
NatWest Markets 1992 - 1997
NatWest Markets 1992 - 1997
Skills
Research, Data Collection, Public Health, Microsoft Office, Management
Education
Boston University 2009 — 2015
Master's Degree, Masters of Public health - Environmental Science
University of California, Berkeley 2014 — 2014
Public Health - toxicology and occupational epidemiology
City University of New York-Hunter College 2005 — 2008
Bachelor's Degree, Premedical Post Baccalaureate
Tulane University 1980 — 1984
Bachelor's Degree, Anthropology
Agnes Irwin School
Agnes Irwin School