RBC Capital Markets
Industry: Finance service company
DescriptionRBC Capital Markets is a global investment bank providing services in banking, finance and capital markets to corporations, institutional investors, asset managers and governments globally. Locations span 70 offices in 15 countries across North America, the UK, Europe and the Asia-Pacific region. CEO: Doug McGregor (1 Nov 2008–) Number of employees: Over 7,200 Headquarters: Toronto, Canada Rating: A1 / AA- (Moody's / S&P) Traded as: NYSE: RY; TSX: RY Parent organization: Royal Bank of Canada
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4,148 RBC Capital Markets employees in database. Find out everything there's to know about RBC Capital Markets employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
RBC Capital Markets Employees
Employee
Years
Job
Industry
Richard Myers Richard Myers's RBC Capital Markets Experience 2004 - February 2010
Job Director at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets March 2010 - Present
RBC Capital Markets 2004 - February 2010
Bachow & Associates August 2000 - June 2002
BNP Cooper Neff June 1995 - August 2000
Skills
Capital Markets, Trading, Options, Structured Products, Equity Derivatives, Hedge Funds, Portfolio Management, Equities, Financial Risk, Risk Management, Mutual Funds, Fixed Income, Investment Banking, Derivatives, Bloomberg, Trading Systems, Financial Markets, Electronic Trading, Alternative Investments
Education
Haverford College 1991 — 1995
B.S., Economics, Biology
BMO Capital Markets March 2010 - Present
RBC Capital Markets 2004 - February 2010
Bachow & Associates August 2000 - June 2002
BNP Cooper Neff June 1995 - August 2000
Skills
Capital Markets, Trading, Options, Structured Products, Equity Derivatives, Hedge Funds, Portfolio Management, Equities, Financial Risk, Risk Management, Mutual Funds, Fixed Income, Investment Banking, Derivatives, Bloomberg, Trading Systems, Financial Markets, Electronic Trading, Alternative Investments
Education
Haverford College 1991 — 1995
B.S., Economics, Biology
Justin Brennan's RBC Capital Markets Experience March 2001 - March 2007
Job Senior Vice President and Investment Counselor at Capital Group Private Client Services
Industry Investment Management
Experience
Capital Group Private Client Services August 2015 - Present
Barclays Investment Bank October 2013 - August 2015
Sterne Agee September 2009 - September 2013
The Climate Corporation (formerly WeatherBill) October 2007 - July 2009
RBC Capital Markets March 2001 - March 2007
Education
Harvard University 1993 — 1997
AB, History
Capital Group Private Client Services August 2015 - Present
Barclays Investment Bank October 2013 - August 2015
Sterne Agee September 2009 - September 2013
The Climate Corporation (formerly WeatherBill) October 2007 - July 2009
RBC Capital Markets March 2001 - March 2007
Education
Harvard University 1993 — 1997
AB, History
Jason Kantor Jason Kantor's RBC Capital Markets Experience April 2005 - July 2012
Job Biotechnology analyst
Industry Financial Services
Experience
Artisan Partners May 2015 - Present
Credit Suisse October 2012 - May 2015
RBC Capital Markets April 2005 - July 2012
WR Hambrecht + Co June 2002 - April 2005
JPMorgan Chase 1999 - 2002
Skills
Biotechnology, Infectious Diseases, Oncology, Corporate Development, Venture Capital, Valuation, Equity Research, IPO, Financial Modeling, Equities, Pharmaceutical Industry, Equity Valuation, Biopharmaceuticals, Lifesciences
Education
Harvard University 1991 — 1997
Ph.D., Cell Biology
University of California, San Diego 1986 — 1990
Bachelor's degree, Biology
Artisan Partners May 2015 - Present
Credit Suisse October 2012 - May 2015
RBC Capital Markets April 2005 - July 2012
WR Hambrecht + Co June 2002 - April 2005
JPMorgan Chase 1999 - 2002
Skills
Biotechnology, Infectious Diseases, Oncology, Corporate Development, Venture Capital, Valuation, Equity Research, IPO, Financial Modeling, Equities, Pharmaceutical Industry, Equity Valuation, Biopharmaceuticals, Lifesciences
Education
Harvard University 1991 — 1997
Ph.D., Cell Biology
University of California, San Diego 1986 — 1990
Bachelor's degree, Biology
Stephen Siyu Cheng's RBC Capital Markets Experience December 2011 - August 2013
Job Executive Director at Oppenheimer & Co. Inc.
Industry Investment Banking
Experience
Oppenheimer & Co. Inc. June 2014 - Present
Big Ocean, LLC September 2013 - May 2014
RBC Capital Markets December 2011 - August 2013
Skills
Financial Modeling, Corporate Finance, Due Diligence, Capital Markets, Investment Banking, Valuation, Equities, LBO, Financial Analysis, Mergers, Bloomberg, Private Equity, Equity Research, Alternative Investments, Series 7, Structured Finance, Series 63, Equity Valuation, Microsoft Excel, Microsoft Office, Real Estate Transactions, Commercial Real Estate, Real Estate
Education
Harvard University 1999 — 2003
BA, Economics
Oppenheimer & Co. Inc. June 2014 - Present
Big Ocean, LLC September 2013 - May 2014
RBC Capital Markets December 2011 - August 2013
Skills
Financial Modeling, Corporate Finance, Due Diligence, Capital Markets, Investment Banking, Valuation, Equities, LBO, Financial Analysis, Mergers, Bloomberg, Private Equity, Equity Research, Alternative Investments, Series 7, Structured Finance, Series 63, Equity Valuation, Microsoft Excel, Microsoft Office, Real Estate Transactions, Commercial Real Estate, Real Estate
Education
Harvard University 1999 — 2003
BA, Economics
William Finan's RBC Capital Markets Experience May 2011 - Present
Job Sales Analyst
Industry Financial Services
Experience
RBC Capital Markets May 2011 - Present
Morgan Stanley Smith Barney September 2010 - May 2011
Skills
Bloomberg, Excel, Outlook, Financial Analysis, Investments
Education
Hamilton College 2006 — 2010
Bachelor of Arts, Economics
New Canaan High School 2002 — 2006
RBC Capital Markets May 2011 - Present
Morgan Stanley Smith Barney September 2010 - May 2011
Skills
Bloomberg, Excel, Outlook, Financial Analysis, Investments
Education
Hamilton College 2006 — 2010
Bachelor of Arts, Economics
New Canaan High School 2002 — 2006
Jason Kreuziger, CFA Jason Kreuziger, CFA's RBC Capital Markets Experience March 2004 - August 2006
Job Vice President at Goldman Sachs
Industry Venture Capital & Private Equity
Experience
Goldman Sachs July 2014 - Present
Credible Behavioral Health Software June 2015 - Present
AnchorFree August 2014 - Present
Imaging Advantage August 2014 - Present
Eleven James August 2015 - Present
Blue Crystal Labs April 2014 - Present
Summit Partners May 2010 - June 2014
NephroPlus February 2010 - December 2011
Goldman, Sachs & Co. July 2008 - May 2010
RBC Capital Markets March 2004 - August 2006
Skills
Private Equity, Mergers, Investment Banking, Financial Modeling, Valuation, Business Strategy, Mergers & Acquisitions, Due Diligence, Growth Capital, LBO, Venture Capital, Corporate Development, Finance, Capital Markets, M&A experience, Business Valuation, Corporate Finance, Emerging Markets, Hedge Funds, Investments, Equities
Education
Harvard Business School 2006 — 2008
MBA
University of Wisconsin-Madison 1998 — 2002
BBA, Finance, MIS
Goldman Sachs July 2014 - Present
Credible Behavioral Health Software June 2015 - Present
AnchorFree August 2014 - Present
Imaging Advantage August 2014 - Present
Eleven James August 2015 - Present
Blue Crystal Labs April 2014 - Present
Summit Partners May 2010 - June 2014
NephroPlus February 2010 - December 2011
Goldman, Sachs & Co. July 2008 - May 2010
RBC Capital Markets March 2004 - August 2006
Skills
Private Equity, Mergers, Investment Banking, Financial Modeling, Valuation, Business Strategy, Mergers & Acquisitions, Due Diligence, Growth Capital, LBO, Venture Capital, Corporate Development, Finance, Capital Markets, M&A experience, Business Valuation, Corporate Finance, Emerging Markets, Hedge Funds, Investments, Equities
Education
Harvard Business School 2006 — 2008
MBA
University of Wisconsin-Madison 1998 — 2002
BBA, Finance, MIS
Christian Paupe's RBC Capital Markets Experience 1985 - 1989
Job Chief Financial Officer at Telecon
Industry Executive Office
Experience
Telecon 2014 - Present
Accuracy July 2013 - 2014
Corporate Financial Advisory Services Firm September 2011 - June 2013
Yellow Pages Group / Groupe Pages Jaunes – Canada 2003 - 2011
Quad/Graphics (formerly Quebecor World) 1999 - 2003
National Bank Financial 1997 - 1999
Southam Inc. 1995 - 1997
Bell 1993 - 1995
TC Transcontinental 1989 - 1993
RBC Capital Markets 1985 - 1989
Skills
Business Strategy, Strategic Planning, Private Equity, Corporate Development, Due Diligence, Restructuring, Capital Markets, Strategic Partnerships, Executive Management, Investment Banking, Investor Relations, New Business Development, Valuation, M&A experience, Mergers, Corporate Finance, Strategy, Business Planning, IPO, Competitive Analysis, Entrepreneurship, Divestitures, Investments
Education
Harvard Business School 1983 — 1985
MBA, International Finance
Royal Military College St. Jean 1974 — 1979
Bachelor of Business Administration (B.B.A.), Finance and General Management
Telecon 2014 - Present
Accuracy July 2013 - 2014
Corporate Financial Advisory Services Firm September 2011 - June 2013
Yellow Pages Group / Groupe Pages Jaunes – Canada 2003 - 2011
Quad/Graphics (formerly Quebecor World) 1999 - 2003
National Bank Financial 1997 - 1999
Southam Inc. 1995 - 1997
Bell 1993 - 1995
TC Transcontinental 1989 - 1993
RBC Capital Markets 1985 - 1989
Skills
Business Strategy, Strategic Planning, Private Equity, Corporate Development, Due Diligence, Restructuring, Capital Markets, Strategic Partnerships, Executive Management, Investment Banking, Investor Relations, New Business Development, Valuation, M&A experience, Mergers, Corporate Finance, Strategy, Business Planning, IPO, Competitive Analysis, Entrepreneurship, Divestitures, Investments
Education
Harvard Business School 1983 — 1985
MBA, International Finance
Royal Military College St. Jean 1974 — 1979
Bachelor of Business Administration (B.B.A.), Finance and General Management
Tiffany Meyer Tiffany Meyer's RBC Capital Markets Experience November 2013 - Present
Job Business Analyst at RBC Capital Markets
Industry Accounting
Experience
RBC Capital Markets November 2013 - Present
Royal Bank of Canada August 2010 - November 2013
Mirant February 2008 - May 2010
Comcast Cable November 2005 - February 2008
CareMedic Systems November 2004 - November 2005
John Wieland Homes and Neighborhoods February 2002 - November 2004
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2010
MBA, Concentration in Organization Management
Georgia State University 1998 — 2003
Bachelor of Business Administration (B.B.A.), Accounting
RBC Capital Markets November 2013 - Present
Royal Bank of Canada August 2010 - November 2013
Mirant February 2008 - May 2010
Comcast Cable November 2005 - February 2008
CareMedic Systems November 2004 - November 2005
John Wieland Homes and Neighborhoods February 2002 - November 2004
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2010
MBA, Concentration in Organization Management
Georgia State University 1998 — 2003
Bachelor of Business Administration (B.B.A.), Accounting
Clay McCoy Clay McCoy's RBC Capital Markets Experience July 2013 - Present
Job Associate, Infrastructure Investment Banking at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets July 2013 - Present
Gruppo, Levey & Co. October 2012 - June 2013
Bank of America Merrill Lynch July 2011 - September 2012
Ernst & Young January 2010 - July 2011
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Investment Banking, Finance, Capital Markets, Due Diligence, Investments, Private Equity, Mergers & Acquisitions
Education
Wake Forest University 2008 — 2009
Masters of Science, Accountancy
Hampden-Sydney College 2004 — 2008
BA, Economics and Commerce, Psychology
RBC Capital Markets July 2013 - Present
Gruppo, Levey & Co. October 2012 - June 2013
Bank of America Merrill Lynch July 2011 - September 2012
Ernst & Young January 2010 - July 2011
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Investment Banking, Finance, Capital Markets, Due Diligence, Investments, Private Equity, Mergers & Acquisitions
Education
Wake Forest University 2008 — 2009
Masters of Science, Accountancy
Hampden-Sydney College 2004 — 2008
BA, Economics and Commerce, Psychology
Patrick Zyla Patrick Zyla's RBC Capital Markets Experience July 2011 - July 2014
Job Associate at Castle Harlan
Industry Investment Banking
Experience
Castle Harlan August 2014 - Present
RBC Capital Markets July 2011 - July 2014
The Rock Creek Group January 2010 - June 2011
Skills
Investment Banking, Capital Markets, Bloomberg, Valuation, Fixed Income, Equities, Financial Modeling, Derivatives, Hedge Funds, LBO, Equity Valuation, DCF, Emerging Markets
Education
Georgetown University 2005 — 2009
Bachelor of Science (B.S.), Finance
Castle Harlan August 2014 - Present
RBC Capital Markets July 2011 - July 2014
The Rock Creek Group January 2010 - June 2011
Skills
Investment Banking, Capital Markets, Bloomberg, Valuation, Fixed Income, Equities, Financial Modeling, Derivatives, Hedge Funds, LBO, Equity Valuation, DCF, Emerging Markets
Education
Georgetown University 2005 — 2009
Bachelor of Science (B.S.), Finance
Paul Yeh Paul Yeh's RBC Capital Markets Experience July 2002 - August 2004
Job Partner at Kleiner Perkins Caufield & Byers
Industry Venture Capital & Private Equity
Experience
Kleiner Perkins Caufield & Byers January 2014 - Present
Fisker Automotive 2012 - 2012
Next Autoworks Company (V-Vehicle Company) June 2009 - December 2011
Harvard Business School September 2007 - June 2009
Tesla Motors August 2008 - August 2008
McKinsey & Company May 2008 - July 2008
Ford Motor Company 2004 - 2007
RBC Capital markets July 2002 - August 2004
ZIA Information Analysis Group, Inc. February 2002 - June 2002
Deloitte June 2001 - August 2001
Education
Harvard Business School 2007 — 2009
MBA
University of California, Berkeley 1998 — 2001
BS, Business Administration
University of California, Berkeley - Walter A. Haas School of Business 1998 — 2001
B.S., Business Administration
North High School
Kleiner Perkins Caufield & Byers January 2014 - Present
Fisker Automotive 2012 - 2012
Next Autoworks Company (V-Vehicle Company) June 2009 - December 2011
Harvard Business School September 2007 - June 2009
Tesla Motors August 2008 - August 2008
McKinsey & Company May 2008 - July 2008
Ford Motor Company 2004 - 2007
RBC Capital markets July 2002 - August 2004
ZIA Information Analysis Group, Inc. February 2002 - June 2002
Deloitte June 2001 - August 2001
Education
Harvard Business School 2007 — 2009
MBA
University of California, Berkeley 1998 — 2001
BS, Business Administration
University of California, Berkeley - Walter A. Haas School of Business 1998 — 2001
B.S., Business Administration
North High School
Dimitrios Roumeliotis's RBC Capital Markets Experience June 2014 - August 2014
Job Analyst at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank August 2015 - Present
RBC Capital Markets June 2014 - August 2014
Merrill Lynch September 2013 - November 2013
U.S. Department of Commerce, International Trade Administration June 2013 - August 2013
LivingSocial September 2012 - December 2012
Greater Lawrence Community Boating June 2008 - August 2012
Office of Congresswoman Niki Tsongas September 2010 - March 2011
Skills
Greek, Social Media, Social Networking, Microsoft Excel, Sailing, Analysis, Research, PowerPoint, Budget Monitoring, Microsoft Office, Financial Analysis, Budget Variance Analysis, Leadership Development, Valuation, Finance
Education
Georgetown University - The McDonough School of Business 2011 — 2015
Finance and International Business
American College of Thessaloniki 2012 — 2012
Andover High School 2008 — 2011
Deutsche Bank August 2015 - Present
RBC Capital Markets June 2014 - August 2014
Merrill Lynch September 2013 - November 2013
U.S. Department of Commerce, International Trade Administration June 2013 - August 2013
LivingSocial September 2012 - December 2012
Greater Lawrence Community Boating June 2008 - August 2012
Office of Congresswoman Niki Tsongas September 2010 - March 2011
Skills
Greek, Social Media, Social Networking, Microsoft Excel, Sailing, Analysis, Research, PowerPoint, Budget Monitoring, Microsoft Office, Financial Analysis, Budget Variance Analysis, Leadership Development, Valuation, Finance
Education
Georgetown University - The McDonough School of Business 2011 — 2015
Finance and International Business
American College of Thessaloniki 2012 — 2012
Andover High School 2008 — 2011
Dharmik Dixit Dharmik Dixit's RBC Capital Markets Experience November 2014 - January 2015
Job Banking Advisor at RBC
Industry Banking
Experience
RBC January 2015 - Present
RBC Capital Markets November 2014 - January 2015
RBC January 2014 - January 2015
Newcomer Center of Peel on behalf of RBC July 2014 - October 2014
Pop Up Retail Group 2013 - 2014
LG Electronics September 2012 - December 2012
Skills
Problem Solving, Financial Analysis, Decision Support, Tally, MS Project, MS Office Suite, Team Leadership, Situation Analysis, Tally ERP, Time Management, Microsoft Excel, Teamwork, Financial Accounting, Project Planning, Marketing Strategy, Sales, English, Microsoft Word, Microsoft Office, Social Networking, Team Management, Management, Market Research, Photoshop, Marketing, Leadership, PowerPoint, Event Management, Accounts Payable, Invoicing, Bookkeeping, Finance, Access, Analysis, Customer Service
Education
Humber College 2012 — 2013
Global Business Management
Gujarat University 2010 — 2011
Post Graduate Diploma, Investment and Financial Analysis
G.L.S institute of business administration 2007 — 2010
Bachelor of Business Administration (BBA)
RBC January 2015 - Present
RBC Capital Markets November 2014 - January 2015
RBC January 2014 - January 2015
Newcomer Center of Peel on behalf of RBC July 2014 - October 2014
Pop Up Retail Group 2013 - 2014
LG Electronics September 2012 - December 2012
Skills
Problem Solving, Financial Analysis, Decision Support, Tally, MS Project, MS Office Suite, Team Leadership, Situation Analysis, Tally ERP, Time Management, Microsoft Excel, Teamwork, Financial Accounting, Project Planning, Marketing Strategy, Sales, English, Microsoft Word, Microsoft Office, Social Networking, Team Management, Management, Market Research, Photoshop, Marketing, Leadership, PowerPoint, Event Management, Accounts Payable, Invoicing, Bookkeeping, Finance, Access, Analysis, Customer Service
Education
Humber College 2012 — 2013
Global Business Management
Gujarat University 2010 — 2011
Post Graduate Diploma, Investment and Financial Analysis
G.L.S institute of business administration 2007 — 2010
Bachelor of Business Administration (BBA)
C. Sonia Persaud C. Sonia Persaud's RBC Capital Markets Experience September 2014 - Present
Job Associate Director at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets September 2014 - Present
Morgan Stanley October 2012 - September 2014
Bloomberg October 2007 - October 2012
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates July 2004 - January 2006
Chadbourne & Parke LLP September 2001 - June 2004
Skills
Corporate Law, Legal Writing, Securities Regulation, Litigation, Corporate Governance, Commercial Litigation, Civil Litigation, Legal Research, Due Diligence, Venture Capital, Licensing, Joint Ventures
Education
Georgetown University Law Center 1998 — 2001
JD, Law
Harvard University 1993 — 1997
BA, History
RBC Capital Markets September 2014 - Present
Morgan Stanley October 2012 - September 2014
Bloomberg October 2007 - October 2012
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates July 2004 - January 2006
Chadbourne & Parke LLP September 2001 - June 2004
Skills
Corporate Law, Legal Writing, Securities Regulation, Litigation, Corporate Governance, Commercial Litigation, Civil Litigation, Legal Research, Due Diligence, Venture Capital, Licensing, Joint Ventures
Education
Georgetown University Law Center 1998 — 2001
JD, Law
Harvard University 1993 — 1997
BA, History
Catherine Schultheis's RBC Capital Markets Experience June 2011 - June 2014
Job Marketing Coordinator at NY Marriott Marquis
Industry Marketing and Advertising
Experience
Marriott International June 2014 - Present
RBC Capital Markets June 2011 - June 2014
Merrill Lynch May 2010 - May 2011
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor of Science (B.S.), Marketing and International Business, cum laude
Marriott International June 2014 - Present
RBC Capital Markets June 2011 - June 2014
Merrill Lynch May 2010 - May 2011
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor of Science (B.S.), Marketing and International Business, cum laude
Ohn Choe, CFA Ohn Choe, CFA's RBC Capital Markets Experience May 2014 - Present
Job Vice President at RBC Capital Markets
Industry Investment Management
Experience
RBC Capital Markets May 2014 - Present
Deutsche Asset Management September 2005 - June 2013
Skills
Agency MBS, Portfolio Management, Investment Management, Bloomberg, Financial Markets, Financial Modeling, Fixed Income, Asset Allocation, Investment Strategies, Mutual Funds, Derivatives, Bonds, Interest Rate..., Interest Rate Risk..., Regulatory Analysis, Trading, Investments, MBS, Asset Management, Fixed Income Analysis, Portfolio Optimization, Institutional..., Bloomberg Terminal
Education
NYU Stern School of Business 2009 — 2012
Master of Business Administration (MBA), Strategy
Georgetown University 2001 — 2005
BSBA, Finance, General
Hunter College High School
RBC Capital Markets May 2014 - Present
Deutsche Asset Management September 2005 - June 2013
Skills
Agency MBS, Portfolio Management, Investment Management, Bloomberg, Financial Markets, Financial Modeling, Fixed Income, Asset Allocation, Investment Strategies, Mutual Funds, Derivatives, Bonds, Interest Rate..., Interest Rate Risk..., Regulatory Analysis, Trading, Investments, MBS, Asset Management, Fixed Income Analysis, Portfolio Optimization, Institutional..., Bloomberg Terminal
Education
NYU Stern School of Business 2009 — 2012
Master of Business Administration (MBA), Strategy
Georgetown University 2001 — 2005
BSBA, Finance, General
Hunter College High School
Rahul Lakhanpal Rahul Lakhanpal's RBC Capital Markets Experience May 2015 - August 2015
Job Investment Banking Summer Analyst at RBC Capital Markets
Industry Medical Practice
Experience
RBC Capital Markets May 2015 - August 2015
Georgetown University August 2013 - December 2014
SpectraMedix May 2012 - July 2013
Skills
Thought Leadership, Venture Capital, Start-ups, Competitive Analysis, Emerging Markets, Entrepreneurship, Leadership, Microsoft Excel, Financial Analysis
Education
Georgetown University 2012 — 2016
Bachelor of Science (BS), Human Sciences, Minor: Economics
Peddie School 2008 — 2012
High School Diploma
RBC Capital Markets May 2015 - August 2015
Georgetown University August 2013 - December 2014
SpectraMedix May 2012 - July 2013
Skills
Thought Leadership, Venture Capital, Start-ups, Competitive Analysis, Emerging Markets, Entrepreneurship, Leadership, Microsoft Excel, Financial Analysis
Education
Georgetown University 2012 — 2016
Bachelor of Science (BS), Human Sciences, Minor: Economics
Peddie School 2008 — 2012
High School Diploma
Jean-Luc Servat Jean-Luc Servat's RBC Capital Markets Experience 2003 - 2011
Job Principal at Panoramic Capital Advisors
Industry Investment Banking
Experience
Panoramic Capital Advisors February 2013 - Present
Stifel Financial Corp. June 2011 - February 2013
RBC Capital Markets 2003 - 2011
Swiss Re September 2001 - September 2003
Merrill Lynch July 2000 - September 2001
Hoefer & Arnett, Inc. February 1998 - July 2000
Hoefer & Arnett, Inc. 1998 - 2000
Alex Brown & Sons Inc. September 1994 - February 1998
Del Monte Foods September 1990 - September 1994
Merrill Lynch January 1985 - September 1994
Skills
Equities, Private Equity, Valuation, Financial Modeling, Mergers & Acquisitions, Capital Markets, Management, Investment Banking, Investments, Corporate Finance, Portfolio Management, Finance, Commercial Lending, Commercial Banking, Fixed Income, Hedge Funds, Financial Structuring, Structured Finance, Securities, Equity Research, Alternative Investments, LBO, Bloomberg, Emerging Markets, Restructuring, Corporate Governance, Banking, Strategy, Financial Institutions, Loans, Private Placements, Equity Capital Markets, Leveraged Finance, IPO, Venture Capital, Corporate Development, Due Diligence, Bonds, Equity Valuation, Investor Relations, M&A experience, Derivatives, Financial Markets, DCF, Asset Management, Business Valuation
Education
Harvard Business School 1977 — 1979
Master of Business Administration (M.B.A.), Honors
London Business School 1976 — 1977
International Management Program (HEC/LBS/NYU Stern), Banking, Corporate, Finance, and Securities Law
HEC School of Management 1973 — 1977
International Management Program (LBS/NYU), Finance/ Emerging Markets, Rank: 45
Panoramic Capital Advisors February 2013 - Present
Stifel Financial Corp. June 2011 - February 2013
RBC Capital Markets 2003 - 2011
Swiss Re September 2001 - September 2003
Merrill Lynch July 2000 - September 2001
Hoefer & Arnett, Inc. February 1998 - July 2000
Hoefer & Arnett, Inc. 1998 - 2000
Alex Brown & Sons Inc. September 1994 - February 1998
Del Monte Foods September 1990 - September 1994
Merrill Lynch January 1985 - September 1994
Skills
Equities, Private Equity, Valuation, Financial Modeling, Mergers & Acquisitions, Capital Markets, Management, Investment Banking, Investments, Corporate Finance, Portfolio Management, Finance, Commercial Lending, Commercial Banking, Fixed Income, Hedge Funds, Financial Structuring, Structured Finance, Securities, Equity Research, Alternative Investments, LBO, Bloomberg, Emerging Markets, Restructuring, Corporate Governance, Banking, Strategy, Financial Institutions, Loans, Private Placements, Equity Capital Markets, Leveraged Finance, IPO, Venture Capital, Corporate Development, Due Diligence, Bonds, Equity Valuation, Investor Relations, M&A experience, Derivatives, Financial Markets, DCF, Asset Management, Business Valuation
Education
Harvard Business School 1977 — 1979
Master of Business Administration (M.B.A.), Honors
London Business School 1976 — 1977
International Management Program (HEC/LBS/NYU Stern), Banking, Corporate, Finance, and Securities Law
HEC School of Management 1973 — 1977
International Management Program (LBS/NYU), Finance/ Emerging Markets, Rank: 45
Jocelyn Quintinho's RBC Capital Markets Experience August 2013 - May 2015
Job Human Resources Administrator & Recruiter at Hudson's Bay Company
Industry Retail
Experience
Hudson's Bay Company May 2015 - Present
RBC Capital Markets August 2013 - May 2015
RBC Royal Bank, Campus Recruitment January 2013 - December 2013
RBC Royal Bank, Business Financing Products December 2012 - July 2013
RBC Royal Bank, Campus Recruitment & Applied Innovations Group August 2012 - May 2013
RBC Royal Bank, Commercial Advisory Group May 2012 - September 2012
RBC Royal Bank, Commercial Advisory Group May 2011 - August 2011
KMH Cardiology & Diagnostic Centres June 2010 - December 2010
Graham Brothers Construction Group Ltd. July 2010 - October 2010
Education
Goodman School of Business at Brock University 2008 — 2013
Bachelor of Business Administration (Honours), Concentration in General Management - Co-op, First-Class Standing
Hudson's Bay Company May 2015 - Present
RBC Capital Markets August 2013 - May 2015
RBC Royal Bank, Campus Recruitment January 2013 - December 2013
RBC Royal Bank, Business Financing Products December 2012 - July 2013
RBC Royal Bank, Campus Recruitment & Applied Innovations Group August 2012 - May 2013
RBC Royal Bank, Commercial Advisory Group May 2012 - September 2012
RBC Royal Bank, Commercial Advisory Group May 2011 - August 2011
KMH Cardiology & Diagnostic Centres June 2010 - December 2010
Graham Brothers Construction Group Ltd. July 2010 - October 2010
Education
Goodman School of Business at Brock University 2008 — 2013
Bachelor of Business Administration (Honours), Concentration in General Management - Co-op, First-Class Standing
William Holmquist William Holmquist's RBC Capital Markets Experience January 2006 - January 2007
Job Buyer, Music & Movies at Target
Industry Retail
Experience
Target January 2014 - Present
Target June 2012 - January 2014
Target July 2011 - June 2012
Target April 2010 - June 2011
Best Buy August 2009 - February 2010
Best Buy Co., Inc. February 2007 - August 2009
Best Buy Co., Inc. February 2007 - February 2008
RBC Capital Markets January 2006 - January 2007
Taxpayers League of Minnesota January 2005 - December 2005
Republican National Committee June 2004 - November 2004
Skills
Project Management, Demand Planning, Six Sigma, Lean Manufacturing, Retail, Assortment, Inventory Management, Forecasting, Merchandising, Cross-functional Team...
Education
University of Minnesota - Carlson School of Management 2006 — 2009
MBA, Marketing
Gustavus Adolphus College 2000 — 2004
BA, Communications Studies
Target January 2014 - Present
Target June 2012 - January 2014
Target July 2011 - June 2012
Target April 2010 - June 2011
Best Buy August 2009 - February 2010
Best Buy Co., Inc. February 2007 - August 2009
Best Buy Co., Inc. February 2007 - February 2008
RBC Capital Markets January 2006 - January 2007
Taxpayers League of Minnesota January 2005 - December 2005
Republican National Committee June 2004 - November 2004
Skills
Project Management, Demand Planning, Six Sigma, Lean Manufacturing, Retail, Assortment, Inventory Management, Forecasting, Merchandising, Cross-functional Team...
Education
University of Minnesota - Carlson School of Management 2006 — 2009
MBA, Marketing
Gustavus Adolphus College 2000 — 2004
BA, Communications Studies
Rodney Greene, Ph.D. Rodney Greene, Ph.D.'s RBC Capital Markets Experience July 2007 - July 2009
Job Quantitative Research Analyst
Industry Investment Management
Experience
Citadel Investment Group July 2009 - July 2010
RBC Capital Markets July 2007 - July 2009
Citigroup March 2005 - July 2007
TD Securities 2002 - 2005
Skills
Equity Derivatives, Fixed Income, Derivatives, Financial Modeling, Risk Management, Quantitative Investing, Credit Derivatives, Equities
Education
University of Illinois at Urbana-Champaign 1988 — 1995
Ph.D., Physics
The University of Texas at Austin 1985 — 1987
M.S., Electrical Engineering
Harvard University 1980 — 1985
S.B., Engineering Science
Citadel Investment Group July 2009 - July 2010
RBC Capital Markets July 2007 - July 2009
Citigroup March 2005 - July 2007
TD Securities 2002 - 2005
Skills
Equity Derivatives, Fixed Income, Derivatives, Financial Modeling, Risk Management, Quantitative Investing, Credit Derivatives, Equities
Education
University of Illinois at Urbana-Champaign 1988 — 1995
Ph.D., Physics
The University of Texas at Austin 1985 — 1987
M.S., Electrical Engineering
Harvard University 1980 — 1985
S.B., Engineering Science
Robert Rosenthal Robert Rosenthal's RBC Capital Markets Experience January 2004 - Present
Job Director, Alternative Assets Group at RBC Capital Markets
Industry Capital Markets
Experience
RBC Capital Markets January 2004 - Present
RBC Capital Markets May 1999 - December 2003
Education
Georgetown University 1994 — 1998
Bachelor of Science (BS), Finance, General
Monsignor Farrell High School 1990 — 1994
RBC Capital Markets January 2004 - Present
RBC Capital Markets May 1999 - December 2003
Education
Georgetown University 1994 — 1998
Bachelor of Science (BS), Finance, General
Monsignor Farrell High School 1990 — 1994
Jennifer Farrer Jennifer Farrer's RBC Capital Markets Experience July 2005 - March 2011
Job Licensed Salesperson at Daniel Gale Sotheby's International Realty
Industry Real Estate
Experience
RBC Capital Markets July 2005 - March 2011
Bessemer Trust July 2004 - July 2005
JPMorgan Private Bank September 2000 - July 2004
Education
Georgetown University 1996 — 2000
Bachelor of Arts (B.A.), Economics
Georgetown University
RBC Capital Markets July 2005 - March 2011
Bessemer Trust July 2004 - July 2005
JPMorgan Private Bank September 2000 - July 2004
Education
Georgetown University 1996 — 2000
Bachelor of Arts (B.A.), Economics
Georgetown University
Theodore Shaw Theodore Shaw's RBC Capital Markets Experience July 2011 - July 2012
Job Vice President Investment Banking
Industry Investment Banking
Experience
Houlihan Lokey May 2014 - Present
The Seaport Group July 2012 - May 2014
RBC Capital Markets July 2011 - July 2012
Bank of America Merrill Lynch June 2010 - August 2010
Millennium Partners September 2006 - June 2009
Education
University of California, Los Angeles 2009 — 2011
Master of Business Administration (MBA)
UCLA Anderson School of Management 2009 — 2011
MBA, Finance
Gettysburg College 2002 — 2006
Bachelor of Arts (B.A.)
Houlihan Lokey May 2014 - Present
The Seaport Group July 2012 - May 2014
RBC Capital Markets July 2011 - July 2012
Bank of America Merrill Lynch June 2010 - August 2010
Millennium Partners September 2006 - June 2009
Education
University of California, Los Angeles 2009 — 2011
Master of Business Administration (MBA)
UCLA Anderson School of Management 2009 — 2011
MBA, Finance
Gettysburg College 2002 — 2006
Bachelor of Arts (B.A.)
Paul Marker Paul Marker's RBC Capital Markets Experience April 2006 - January 2007
Job Director at Treliant Risk Advisors
Industry Banking
Experience
Treliant Risk Advisors October 2009 - Present
Zenta January 2007 - April 2008
RBC Capital Markets April 2006 - January 2007
Citi Group November 2005 - April 2006
Standard & Poor's January 2005 - August 2005
BankPlus 2003 - 2004
Skills
Credit Analysis, Financial Modeling, Financial Analysis, Compliance, Underwriting, Real Estate, Capital Markets, Mortgage, Financial Risk, Mortgage Lending, Fixed Income, Consumer Lending, Risk Management, Strategy, Financial Services, Valuation, Portfolio Management, Due Diligence, Loans, Enterprise Risk..., Banking
Education
University of Mississippi 2000 — 2003
BBA, Finance
Harvard Business School 2012 — 2012
Executive Education, Negotiation and Competitive Decision Making
Treliant Risk Advisors October 2009 - Present
Zenta January 2007 - April 2008
RBC Capital Markets April 2006 - January 2007
Citi Group November 2005 - April 2006
Standard & Poor's January 2005 - August 2005
BankPlus 2003 - 2004
Skills
Credit Analysis, Financial Modeling, Financial Analysis, Compliance, Underwriting, Real Estate, Capital Markets, Mortgage, Financial Risk, Mortgage Lending, Fixed Income, Consumer Lending, Risk Management, Strategy, Financial Services, Valuation, Portfolio Management, Due Diligence, Loans, Enterprise Risk..., Banking
Education
University of Mississippi 2000 — 2003
BBA, Finance
Harvard Business School 2012 — 2012
Executive Education, Negotiation and Competitive Decision Making
Jason Yang Jason Yang's RBC Capital Markets Experience June 2013 - Present
Job Investment Banking Analyst at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets June 2013 - Present
Consult Your Community January 2013 - Present
Imperial Capital, LLC May 2012 - June 2012
Munch On Me May 2011 - August 2011
Topel & DiStasi Wealth Management January 2011 - May 2011
Skills
Financial Analysis, Financial Modeling, PowerPoint, Microsoft Word, Bloomberg, Microsoft Excel, Entrepreneurship, Capital Markets, Analysis, Private Placements, Capital IQ, Investments, Competitive Analysis, Portfolio Management, Social Media, Private Equity, Data Analysis, Equities, Equity Research, Venture Capital, Due Diligence, Mergers & Acquisitions, Fixed Income
Education
UC Berkeley Haas School of Business 2009 — 2013
Bachelor of Science (B.S.), Business Administration
UC Berkeley 2009 — 2013
Bachelor of Arts (B.A.), Economics
Harvard Business School
Summer Venture in Management Program
South Torrance High School 2006 — 2009
High School
RBC Capital Markets June 2013 - Present
Consult Your Community January 2013 - Present
Imperial Capital, LLC May 2012 - June 2012
Munch On Me May 2011 - August 2011
Topel & DiStasi Wealth Management January 2011 - May 2011
Skills
Financial Analysis, Financial Modeling, PowerPoint, Microsoft Word, Bloomberg, Microsoft Excel, Entrepreneurship, Capital Markets, Analysis, Private Placements, Capital IQ, Investments, Competitive Analysis, Portfolio Management, Social Media, Private Equity, Data Analysis, Equities, Equity Research, Venture Capital, Due Diligence, Mergers & Acquisitions, Fixed Income
Education
UC Berkeley Haas School of Business 2009 — 2013
Bachelor of Science (B.S.), Business Administration
UC Berkeley 2009 — 2013
Bachelor of Arts (B.A.), Economics
Harvard Business School
Summer Venture in Management Program
South Torrance High School 2006 — 2009
High School
Jeffrey P. Kelly Jeffrey P. Kelly's RBC Capital Markets Experience 2003 - 2005
Job Managing Director at MC Credit Partners LP
Industry Investment Management
Experience
MC Credit Partners LP May 2013 - Present
Cyan Partners, LP February 2011 - May 2013
Penn 80 Milton Travel Center LLC/Map Capital Partners LLC September 2008 - February 2011
AIG Global Investment Group January 2005 - August 2008
RBC Capital Markets 2003 - 2005
JP Morgan Chase 1998 - 2001
Citigroup 1994 - 1998
Credit Suisse (Credit Suisse First Boston) 1987 - 1994
JPMorgan Chase (Manufacturers Hanover Trust) July 1980 - July 1985
Skills
Private Equity, Mergers & Acquisitions, Financial Structuring, Leveraged Finance, Investments, Portfolio Management, LBO, Finance, Equities, Hedge Funds, Acquisitions, Mezzanine, Funding, Capital, Credit, Loans, Entrepreneurship, Recapitalizations, High Yield, Mutual Funds
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance
Georgetown University 1976 — 1980
B.S. Foreign Service, International Economics
MC Credit Partners LP May 2013 - Present
Cyan Partners, LP February 2011 - May 2013
Penn 80 Milton Travel Center LLC/Map Capital Partners LLC September 2008 - February 2011
AIG Global Investment Group January 2005 - August 2008
RBC Capital Markets 2003 - 2005
JP Morgan Chase 1998 - 2001
Citigroup 1994 - 1998
Credit Suisse (Credit Suisse First Boston) 1987 - 1994
JPMorgan Chase (Manufacturers Hanover Trust) July 1980 - July 1985
Skills
Private Equity, Mergers & Acquisitions, Financial Structuring, Leveraged Finance, Investments, Portfolio Management, LBO, Finance, Equities, Hedge Funds, Acquisitions, Mezzanine, Funding, Capital, Credit, Loans, Entrepreneurship, Recapitalizations, High Yield, Mutual Funds
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance
Georgetown University 1976 — 1980
B.S. Foreign Service, International Economics
Eric Benner, CFA Eric Benner, CFA's RBC Capital Markets Experience 2002 - 2003
Job Managing Director & CoHead of Equities at OMERS Capital Markets
Industry Investment Management
Experience
OMERS Capital Markets 2014 - Present
OMERS Capital Markets 2010 - 2014
OMERS Capital Markets 2008 - 2010
CPP Investment Board 2006 - 2008
Ontario Teachers' Pension Plan 2005 - 2006
RBC Capital Markets 2002 - 2003
Alcan Inc. 1998 - 2001
Skills
Portfolio Management, Leadership, Equity Research, Equity Valuation, Long/Short Equity, Equities, Fundamental Analysis, Global Investment, Institutional..., Investments, Capital Markets, Economics, Financial Modeling, Financial Statement..., Investment Strategies, Mergers & Acquisitions, Portfolio Optimization, Risk Management, Stock Picking, Team Management, Corporate Finance, Valuation
Education
Harvard Business School Executive Education 2011 — 2011
High Potentials Leadership Program
University of Toronto - Rotman School of Management 2003 — 2004
Master of Financial Economics
McGill University 1999 — 2002
Bachelor of Commerce, Joint Honours in Economics & Finance
OMERS Capital Markets 2014 - Present
OMERS Capital Markets 2010 - 2014
OMERS Capital Markets 2008 - 2010
CPP Investment Board 2006 - 2008
Ontario Teachers' Pension Plan 2005 - 2006
RBC Capital Markets 2002 - 2003
Alcan Inc. 1998 - 2001
Skills
Portfolio Management, Leadership, Equity Research, Equity Valuation, Long/Short Equity, Equities, Fundamental Analysis, Global Investment, Institutional..., Investments, Capital Markets, Economics, Financial Modeling, Financial Statement..., Investment Strategies, Mergers & Acquisitions, Portfolio Optimization, Risk Management, Stock Picking, Team Management, Corporate Finance, Valuation
Education
Harvard Business School Executive Education 2011 — 2011
High Potentials Leadership Program
University of Toronto - Rotman School of Management 2003 — 2004
Master of Financial Economics
McGill University 1999 — 2002
Bachelor of Commerce, Joint Honours in Economics & Finance
Stacie Altmann Stacie Altmann's RBC Capital Markets Experience September 2010 - Present
Job Regional Director Tax Credit Equity Originations at RBC Capital Markets
Industry Real Estate
Experience
RBC Capital Markets September 2010 - Present
USA Properties Fund, Inc. March 2003 - September 2010
Education
Haslam College of Business at the University of Tennessee 1992 — 1996
RBC Capital Markets September 2010 - Present
USA Properties Fund, Inc. March 2003 - September 2010
Education
Haslam College of Business at the University of Tennessee 1992 — 1996
Jack Han Jack Han's RBC Capital Markets Experience April 2011 - Present
Job Technical System Analyst at RBC Capital Markets
Industry Computer Software
Experience
RBC Capital Markets April 2011 - Present
Health Anywhere Inc. May 2010 - April 2011
The Jonah Group July 2003 - April 2010
CIBC July 2003 - April 2006
Wysdom Inc. (a wireless software company) February 2000 - May 2003
Skills
Hibernate, Ant, Tomcat, Eclipse, JSP, Struts, EJB, Web Services, Servlets, Agile Methodologies, Weblogic, SOA, Databases, Oracle, Java, Websphere, JavaScript, AJAX, jQuery, JSTL, XML Schema, JUnit, Spring, Sybase, XML, Maven, SOAP, JDBC, Subversion, Application Architecture, UML, SQL, Software Design, MVC, Microsoft SQL Server, JMS, Web Applications, Unix, XSLT, Calypso, JBoss EAP, Spring Integration, Solace, Linux, WebSphere MQ, ESB, Trading Systems, Unix Shell Scripting, J2EE Application..., HTML
Education
1996 — 1999
Master, Computer Science
Harbin Institute of Technology 1986 — 1990
Bachelor
RBC Capital Markets April 2011 - Present
Health Anywhere Inc. May 2010 - April 2011
The Jonah Group July 2003 - April 2010
CIBC July 2003 - April 2006
Wysdom Inc. (a wireless software company) February 2000 - May 2003
Skills
Hibernate, Ant, Tomcat, Eclipse, JSP, Struts, EJB, Web Services, Servlets, Agile Methodologies, Weblogic, SOA, Databases, Oracle, Java, Websphere, JavaScript, AJAX, jQuery, JSTL, XML Schema, JUnit, Spring, Sybase, XML, Maven, SOAP, JDBC, Subversion, Application Architecture, UML, SQL, Software Design, MVC, Microsoft SQL Server, JMS, Web Applications, Unix, XSLT, Calypso, JBoss EAP, Spring Integration, Solace, Linux, WebSphere MQ, ESB, Trading Systems, Unix Shell Scripting, J2EE Application..., HTML
Education
1996 — 1999
Master, Computer Science
Harbin Institute of Technology 1986 — 1990
Bachelor
Dino Bilankov's RBC Capital Markets Experience July 2011 - April 2013
Job MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
Diamond Castle Holdings April 2013 - June 2015
RBC Capital Markets July 2011 - April 2013
wallstreetwannabe.com June 2011 - April 2013
Carlson School of Management September 2010 - May 2011
University of Minnesota September 2009 - May 2011
RBC Capital Markets June 2010 - August 2010
Allianz June 2009 - July 2009
Skills
Attention To Detail, Financial Modeling, Coaching, Valuation, Investment Banking, Private Equity, Equities, DCF, Strategic Planning, Mergers, Investments, Finance, Leadership, Mergers & Acquisitions, Accounting, Analysis, Corporate Finance, Financial Analysis, Microsoft Excel, LBO, Banking, Networking, Equity Research
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
University of Minnesota - Carlson School of Management 2007 — 2011
BSB, Finance
University of Minnesota-Twin Cities 2007 — 2011
Bachelor of Science in Business & Bachelor of Arts, Finance & Communication Studies, With Distinction
Diamond Castle Holdings April 2013 - June 2015
RBC Capital Markets July 2011 - April 2013
wallstreetwannabe.com June 2011 - April 2013
Carlson School of Management September 2010 - May 2011
University of Minnesota September 2009 - May 2011
RBC Capital Markets June 2010 - August 2010
Allianz June 2009 - July 2009
Skills
Attention To Detail, Financial Modeling, Coaching, Valuation, Investment Banking, Private Equity, Equities, DCF, Strategic Planning, Mergers, Investments, Finance, Leadership, Mergers & Acquisitions, Accounting, Analysis, Corporate Finance, Financial Analysis, Microsoft Excel, LBO, Banking, Networking, Equity Research
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
University of Minnesota - Carlson School of Management 2007 — 2011
BSB, Finance
University of Minnesota-Twin Cities 2007 — 2011
Bachelor of Science in Business & Bachelor of Arts, Finance & Communication Studies, With Distinction
Bill Cocks's RBC Capital Markets Experience January 2009 - March 2011
Job Finance Professional
Industry Investment Banking
Experience
RBC Capital Markets January 2009 - March 2011
Merrill Lynch 2007 - 2009
Skills
Financial Modeling, Capital Markets, Investment Banking, Bloomberg, Valuation, Business Strategy, Derivatives, Fixed Income, Matlab, Data Analysis, VBA, Economics, Equities, Quantitative Analytics, Structured Products, Business Analysis
Education
University of Toronto - Rotman School of Management 2012 — 2014
MBA, Finance
Harvard University 2002 — 2006
Electrical Engineering and Computer Science
CFA Institute
RBC Capital Markets January 2009 - March 2011
Merrill Lynch 2007 - 2009
Skills
Financial Modeling, Capital Markets, Investment Banking, Bloomberg, Valuation, Business Strategy, Derivatives, Fixed Income, Matlab, Data Analysis, VBA, Economics, Equities, Quantitative Analytics, Structured Products, Business Analysis
Education
University of Toronto - Rotman School of Management 2012 — 2014
MBA, Finance
Harvard University 2002 — 2006
Electrical Engineering and Computer Science
CFA Institute
Brian Cassese, CFA Brian Cassese, CFA's RBC Capital Markets Experience 2013 - January 2015
Job Portfolio Manager at First New York Securities
Industry Financial Services
Experience
First New York Securities 2015 - Present
RBC Capital Markets 2013 - January 2015
RBC Capital Markets 2004 - 2012
Merrill Lynch 2001 - 2003
Skills
Disciplined Trading, Portfolio Management, Proprietary Trading, Global Macro, Financial Modeling, Foreign Exchange, Equity, Fixed Income, Commodities, Futures Trading, Options, Managed CTA creator, Trading System..., Value at Risk Model, Risk Management, Financial Modeling &..., Financial Services, Investment Banking, Wealth Management, Financial Advisory, Equities
Education
Georgetown University - The McDonough School of Business 1997 — 2001
Bachelor of Science (B.S.), Finance
First New York Securities 2015 - Present
RBC Capital Markets 2013 - January 2015
RBC Capital Markets 2004 - 2012
Merrill Lynch 2001 - 2003
Skills
Disciplined Trading, Portfolio Management, Proprietary Trading, Global Macro, Financial Modeling, Foreign Exchange, Equity, Fixed Income, Commodities, Futures Trading, Options, Managed CTA creator, Trading System..., Value at Risk Model, Risk Management, Financial Modeling &..., Financial Services, Investment Banking, Wealth Management, Financial Advisory, Equities
Education
Georgetown University - The McDonough School of Business 1997 — 2001
Bachelor of Science (B.S.), Finance
Victor S. Charles, JD Victor S. Charles, JD's RBC Capital Markets Experience March 2009 - November 2010
Job Vice President | CIB Operations CAO Compliance | Regulatory Program Manager & Counsel at JP Morgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. September 2015 - Present
Habib Bank Limited May 2014 - April 2015
Barclays June 2013 - May 2014
MetLife June 2011 - May 2013
ICS Compliance December 2010 - June 2011
RBC Capital Markets March 2009 - November 2010
Sumitomo Mitsui Banking Corporation May 2008 - February 2009
DTCC August 2007 - May 2008
Skills
Policy, Risk, BSA, AML, Due Diligence, Banking, Bank Secrecy Act, Corporate Governance, Compliance, Internal Audit, Audit, OFAC, Securities, SOX, Auditing, Internal Controls, Loans, Risk Mitigation, Enterprise Risk..., Mortgage, Risk Management, Risk Assessment, Compliance Audits, Legal Compliance, Dodd Frank, IT Governance, Testing, Consumer Compliance, IT Compliance, Monitoring and Testing, Training & Development, Regulatory Compliance, GLBA, Alternative Investments, Contract Negotiation, Project Management, PCI Standards, Regulatory Examinations, Vendor Contracts, Financial Risk, Employee Training, Dodd-Frank, Financial Services, USA PATRIOT Act, Equities, Capital Markets, Financial Regulation, Governance, Mortgage Lending, Fixed Income
Education
St. John's University School of Law 2000 — 2003
JD, Law
Georgetown University 1995 — 1999
BA, Psychology & Government
Roslyn High School 1991 — 1995
JPMorgan Chase & Co. September 2015 - Present
Habib Bank Limited May 2014 - April 2015
Barclays June 2013 - May 2014
MetLife June 2011 - May 2013
ICS Compliance December 2010 - June 2011
RBC Capital Markets March 2009 - November 2010
Sumitomo Mitsui Banking Corporation May 2008 - February 2009
DTCC August 2007 - May 2008
Skills
Policy, Risk, BSA, AML, Due Diligence, Banking, Bank Secrecy Act, Corporate Governance, Compliance, Internal Audit, Audit, OFAC, Securities, SOX, Auditing, Internal Controls, Loans, Risk Mitigation, Enterprise Risk..., Mortgage, Risk Management, Risk Assessment, Compliance Audits, Legal Compliance, Dodd Frank, IT Governance, Testing, Consumer Compliance, IT Compliance, Monitoring and Testing, Training & Development, Regulatory Compliance, GLBA, Alternative Investments, Contract Negotiation, Project Management, PCI Standards, Regulatory Examinations, Vendor Contracts, Financial Risk, Employee Training, Dodd-Frank, Financial Services, USA PATRIOT Act, Equities, Capital Markets, Financial Regulation, Governance, Mortgage Lending, Fixed Income
Education
St. John's University School of Law 2000 — 2003
JD, Law
Georgetown University 1995 — 1999
BA, Psychology & Government
Roslyn High School 1991 — 1995
Irina Racheva Irina Racheva's RBC Capital Markets Experience July 2015 - Present
Job Global Markets Analyst at RBC Capital Markets
Industry
Experience
RBC Capital Markets July 2015 - Present
RBC Capital Markets June 2014 - August 2014
Central Business Solutions, Inc September 2013 - December 2013
PNC June 2013 - August 2013
Studyhall.com October 2012 - May 2013
United Nations August 2012 - August 2012
Adeptra May 2012 - July 2012
Georgetown University February 2012 - May 2012
Skills
Public Speaking, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Research, Analysis, Economics, Management, Data Analysis, International Relations
Education
Georgetown University 2011 — 2015
School of Foreign Service, B.S. in International Economics / International Finance and Commerce
Greenwich Academy 2007 — 2011
High School Diploma
RBC Capital Markets July 2015 - Present
RBC Capital Markets June 2014 - August 2014
Central Business Solutions, Inc September 2013 - December 2013
PNC June 2013 - August 2013
Studyhall.com October 2012 - May 2013
United Nations August 2012 - August 2012
Adeptra May 2012 - July 2012
Georgetown University February 2012 - May 2012
Skills
Public Speaking, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Research, Analysis, Economics, Management, Data Analysis, International Relations
Education
Georgetown University 2011 — 2015
School of Foreign Service, B.S. in International Economics / International Finance and Commerce
Greenwich Academy 2007 — 2011
High School Diploma
Ameet Prabhu Ameet Prabhu's RBC Capital Markets Experience April 2012 - Present
Job Equity Research Associate, Mobile & Cloud Technologies
Industry Financial Services
Experience
RBC Capital Markets April 2012 - Present
Ticonderoga Securities LLC 2010 - January 2012
Rodman & Renshaw 2009 - 2009
Axiom Capital Management 2008 - 2008
Lehman Brothers 2005 - 2007
Cognizant Technology Solutions November 2003 - March 2005
Skills
Valuation, Financial Modeling, Equity Research, Corporate Finance, Capital Markets, Equities, Investment Banking, Bloomberg, Fixed Income, Due Diligence, Financial Analysis, Analysis, Venture Capital, Mergers & Acquisitions, Finance, Industry Analysis, Financial Planning, SaaS, Strategic Planning, Strategy
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
Master of Business Administration (M.B.A.), Corporate Finance, Accounting
Goa University 1999 — 2003
Bachelor's Degree, Electronics & Telecommunications Engineering
RBC Capital Markets April 2012 - Present
Ticonderoga Securities LLC 2010 - January 2012
Rodman & Renshaw 2009 - 2009
Axiom Capital Management 2008 - 2008
Lehman Brothers 2005 - 2007
Cognizant Technology Solutions November 2003 - March 2005
Skills
Valuation, Financial Modeling, Equity Research, Corporate Finance, Capital Markets, Equities, Investment Banking, Bloomberg, Fixed Income, Due Diligence, Financial Analysis, Analysis, Venture Capital, Mergers & Acquisitions, Finance, Industry Analysis, Financial Planning, SaaS, Strategic Planning, Strategy
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
Master of Business Administration (M.B.A.), Corporate Finance, Accounting
Goa University 1999 — 2003
Bachelor's Degree, Electronics & Telecommunications Engineering
Rich Bertrand's RBC Capital Markets Experience June 2015 - August 2015
Job Sales and Trading Summer Analyst at RBC Capital Markets
Industry Banking
Experience
Georgetown University's McDonough School of Business August 2013 - Present
RBC Capital Markets June 2015 - August 2015
Washington Redskins January 2014 - April 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Mentoring, Leadership, Administrative Work, Teamwork, Research, Public Speaking, Finance, Financial Analysis
Education
Georgetown University - The McDonough School of Business 2012 — 2016
Finance and Marketing Double Major
Georgetown University
Georgetown University's McDonough School of Business August 2013 - Present
RBC Capital Markets June 2015 - August 2015
Washington Redskins January 2014 - April 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Mentoring, Leadership, Administrative Work, Teamwork, Research, Public Speaking, Finance, Financial Analysis
Education
Georgetown University - The McDonough School of Business 2012 — 2016
Finance and Marketing Double Major
Georgetown University
Robert Pollak Robert Pollak's RBC Capital Markets Experience June 2012 - August 2012
Job Student at The George Washington University Law School
Industry Law Practice
Experience
Bank Leumi USA May 2015 - August 2015
Millstein & Co. June 2013 - August 2013
Moscow International Business Association May 2013 - June 2013
RBC Capital Markets June 2012 - August 2012
Kings County District Attorneys Office June 2011 - August 2011
Skills
Legal Writing, Finance, Russian, Microsoft Word, Legal Research, Public Speaking, Teamwork, PowerPoint, Organizational &...
Education
The George Washington University Law School 2014 — 2017
J.D. Candidate 2017
Georgetown University - The McDonough School of Business 2010 — 2014
Bachelor of Science in Business Administration (BSBA), Finance, International Business
Bank Leumi USA May 2015 - August 2015
Millstein & Co. June 2013 - August 2013
Moscow International Business Association May 2013 - June 2013
RBC Capital Markets June 2012 - August 2012
Kings County District Attorneys Office June 2011 - August 2011
Skills
Legal Writing, Finance, Russian, Microsoft Word, Legal Research, Public Speaking, Teamwork, PowerPoint, Organizational &...
Education
The George Washington University Law School 2014 — 2017
J.D. Candidate 2017
Georgetown University - The McDonough School of Business 2010 — 2014
Bachelor of Science in Business Administration (BSBA), Finance, International Business
Marc D. Cunningham Marc D. Cunningham's RBC Capital Markets Experience January 2001 - November 2001
Job Managing Director at FTI Consulting Strategic Communications
Industry Oil & Energy
Experience
Shell January 2014 - January 2015
Shell January 2012 - January 2014
Shell June 2007 - January 2012
Anadarko Petroleum Corporation September 2006 - May 2007
Anadarko Petroleum Corporation February 2006 - September 2006
Noble Energy July 2004 - January 2006
Noble Energy January 2003 - June 2004
Noble Energy February 2002 - January 2003
RBC Capital Markets January 2001 - November 2001
RBC Capital Markets February 2000 - January 2001
Skills
Petroleum, Oil & Gas, Oil & Gas Industry, Downstream Oil & Gas, Upstream, Mergers & Acquisitions, Divestitures, Investor Relations, Investor Relations..., Relationship Management, Deal Structuring, Joint Ventures, International Joint..., Commercial, Contract Negotiation, Strategic Negotiations, International..., Business Development, New Business Development, Corporate Finance, Corporate Development, Travel, Wine, Investment Banking, Energy, Finance, Strategy, Portfolio Management, Negotiation
Education
Loyola University New Orleans
Bachelor of Business Administration (B.B.A.), Finance, General
Harvard University
Executive Education Program - Advanced Negotiations
INSEAD
Executive Education Program - Managing Mergers, Acquisitions & Divestments
Shell January 2014 - January 2015
Shell January 2012 - January 2014
Shell June 2007 - January 2012
Anadarko Petroleum Corporation September 2006 - May 2007
Anadarko Petroleum Corporation February 2006 - September 2006
Noble Energy July 2004 - January 2006
Noble Energy January 2003 - June 2004
Noble Energy February 2002 - January 2003
RBC Capital Markets January 2001 - November 2001
RBC Capital Markets February 2000 - January 2001
Skills
Petroleum, Oil & Gas, Oil & Gas Industry, Downstream Oil & Gas, Upstream, Mergers & Acquisitions, Divestitures, Investor Relations, Investor Relations..., Relationship Management, Deal Structuring, Joint Ventures, International Joint..., Commercial, Contract Negotiation, Strategic Negotiations, International..., Business Development, New Business Development, Corporate Finance, Corporate Development, Travel, Wine, Investment Banking, Energy, Finance, Strategy, Portfolio Management, Negotiation
Education
Loyola University New Orleans
Bachelor of Business Administration (B.B.A.), Finance, General
Harvard University
Executive Education Program - Advanced Negotiations
INSEAD
Executive Education Program - Managing Mergers, Acquisitions & Divestments
Emiley Jellie's RBC Capital Markets Experience December 2013 - Present
Job Vice President, Institutional Equity Sales at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets December 2013 - Present
RBC Capital Markets August 2009 - Present
Education
Harvard University 2005 — 2009
Bachelor of Science (BS), Economics
RBC Capital Markets December 2013 - Present
RBC Capital Markets August 2009 - Present
Education
Harvard University 2005 — 2009
Bachelor of Science (BS), Economics
Sean Buruschkin Sean Buruschkin's RBC Capital Markets Experience December 2008 - February 2009
Job Brokerage Services Associate at Vanguard
Industry Financial Services
Experience
Vanguard August 2011 - Present
Edward Jones June 2009 - November 2009
RBC Capital Markets December 2008 - February 2009
Janney Montgomery Scott December 2007 - February 2008
Skills
Series 7, Series 63, Retirement Planning, Mutual Funds, Estate Planning, Strategic Financial..., Investment Advisory, Wealth Management, Uniform Combined State..., Asset Allocation, Investment Strategies, Securities
Education
Hartwick College 2005 — 2009
BA, Business Administration
Hartwick College
Bachelor's degree, Business Administration and Management, General
Vanguard August 2011 - Present
Edward Jones June 2009 - November 2009
RBC Capital Markets December 2008 - February 2009
Janney Montgomery Scott December 2007 - February 2008
Skills
Series 7, Series 63, Retirement Planning, Mutual Funds, Estate Planning, Strategic Financial..., Investment Advisory, Wealth Management, Uniform Combined State..., Asset Allocation, Investment Strategies, Securities
Education
Hartwick College 2005 — 2009
BA, Business Administration
Hartwick College
Bachelor's degree, Business Administration and Management, General
Bryan Cummings's RBC Capital Markets Experience 2009 - 2013
Job Managing Director, Head of Private Equity Coverage at D.A. Davidson Companies
Industry Investment Banking
Experience
D.A. Davidson Companies March 2015 - Present
Greenwich Associates 2014 - 2015
RBC Capital Markets 2009 - 2013
JPMorgan 2008 - 2009
Bear, Stearns & Co 2004 - 2008
UBS Investment Bank 2000 - 2002
US Army 1994 - 1998
Skills
Mergers & Acquisitions, Investment Banking, Private Equity, Mergers, Finance, Financial Modeling, Valuation, Strategy, Government, Investments, Policy, Capital Markets, Equities, Venture Capital, Public Policy, Hedge Funds, Corporate Finance, Defense, Corporate Development, Research, National Security, Emerging Markets, Volunteer Management, Non-profits, Due Diligence
Education
Harvard University Kennedy School of Government 1998 — 2000
MPP
Princeton University 1990 — 1994
AB
University of Oslo (UiO) 1994 — 1994
Certificate
The American University in Cairo 1992 — 1992
Semester / Certificate
Bonny Eagle 1986 — 1990
D.A. Davidson Companies March 2015 - Present
Greenwich Associates 2014 - 2015
RBC Capital Markets 2009 - 2013
JPMorgan 2008 - 2009
Bear, Stearns & Co 2004 - 2008
UBS Investment Bank 2000 - 2002
US Army 1994 - 1998
Skills
Mergers & Acquisitions, Investment Banking, Private Equity, Mergers, Finance, Financial Modeling, Valuation, Strategy, Government, Investments, Policy, Capital Markets, Equities, Venture Capital, Public Policy, Hedge Funds, Corporate Finance, Defense, Corporate Development, Research, National Security, Emerging Markets, Volunteer Management, Non-profits, Due Diligence
Education
Harvard University Kennedy School of Government 1998 — 2000
MPP
Princeton University 1990 — 1994
AB
University of Oslo (UiO) 1994 — 1994
Certificate
The American University in Cairo 1992 — 1992
Semester / Certificate
Bonny Eagle 1986 — 1990
Pam Iverson Pam Iverson's RBC Capital Markets Experience 1996 - Present
Job Compensation Consultant at RBC
Industry Financial Services
Experience
RBC Financial Group 1999 - Present
RBC May 1996 - Present
RBC Dain Rauscher 1996 - Present
RBC Capital Markets 1996 - Present
Royal Bank of Canada 1996 - Present
Jostens July 1991 - May 1996
Jostens 1991 - 1996
Education
Gustavus Adolphus College 1987 — 1991
RBC Financial Group 1999 - Present
RBC May 1996 - Present
RBC Dain Rauscher 1996 - Present
RBC Capital Markets 1996 - Present
Royal Bank of Canada 1996 - Present
Jostens July 1991 - May 1996
Jostens 1991 - 1996
Education
Gustavus Adolphus College 1987 — 1991
Ryan Warren CPA, CFA's RBC Capital Markets Experience July 2014 - September 2014
Job 4Corners
Industry Venture Capital & Private Equity
Experience
4Corners February 2015 - Present
RBC Capital Markets July 2014 - September 2014
BreatheAmerica, Inc May 2013 - December 2013
Avondale Partners February 2011 - December 2012
LBMC January 2010 - February 2011
Haslam College of Business at the University of Tennessee January 2007 - June 2009
Skills
Financial Analysis, Financial Modeling, Equity Research, Due Diligence, Valuation, Financial Reporting, Healthcare, Hospitals, Healthcare Management, Information Management, Portfolio Management, Finance, Investments, Strategic Planning, Business Development, Business Strategy, Mergers & Acquisitions, Private Equity, Microsoft Excel, Strategy, Equities
Education
Haslam College of Business at the University of Tennessee 2008 — 2009
Master of Accountancy, Accounting - Tax
Haslam College of Business at the University of Tennessee 2006 — 2007
Master of Business Administration, Finance
Haslam College of Business at the University of Tennessee 2004 — 2005
Bachelor of Science, Business Administration - Finance
Rhodes College 2001 — 2002
Bachelor of Arts, Business Administration
Franklin Road Academy 1991 — 2001
High School, Football and Calculus
4Corners February 2015 - Present
RBC Capital Markets July 2014 - September 2014
BreatheAmerica, Inc May 2013 - December 2013
Avondale Partners February 2011 - December 2012
LBMC January 2010 - February 2011
Haslam College of Business at the University of Tennessee January 2007 - June 2009
Skills
Financial Analysis, Financial Modeling, Equity Research, Due Diligence, Valuation, Financial Reporting, Healthcare, Hospitals, Healthcare Management, Information Management, Portfolio Management, Finance, Investments, Strategic Planning, Business Development, Business Strategy, Mergers & Acquisitions, Private Equity, Microsoft Excel, Strategy, Equities
Education
Haslam College of Business at the University of Tennessee 2008 — 2009
Master of Accountancy, Accounting - Tax
Haslam College of Business at the University of Tennessee 2006 — 2007
Master of Business Administration, Finance
Haslam College of Business at the University of Tennessee 2004 — 2005
Bachelor of Science, Business Administration - Finance
Rhodes College 2001 — 2002
Bachelor of Arts, Business Administration
Franklin Road Academy 1991 — 2001
High School, Football and Calculus
Ally Jiang's RBC Capital Markets Experience 2015 - 2015
Job Investment Banking Summer Analyst
Industry Financial Services
Experience
RBC Capital Markets 2015 - 2015
Deloitte China July 2014 - August 2014
Industrial and Commercial Bank of China May 2014 - June 2014
Accenture - Accent on the Community January 2014 - February 2014
Bole Education May 2013 - December 2013
Skills
Microsoft Office, Microsoft Excel, Strategic Planning, Fundraising, Sales, Entrepreneurship, Sponsorship, Nonprofits, PowerPoint, Social Networking, Data Analysis, Event Planning, Marketing, English, Social Media
Education
McGill University 2013 — 2016
Bachelor of Commerce, Finance, GPA: 3.82
HEC Paris 2014 — 2014
Bachelor's Degree, International Exchange
Beijing City International School 2010 — 2013
International Baccalaureate Bilingual Diploma
University of Pennsylvania - The Wharton School 2012 — 2012
Leadership In the Business World
Harvard University 2011 — 2011
Harvard Summit for Young Leaders in China
RBC Capital Markets 2015 - 2015
Deloitte China July 2014 - August 2014
Industrial and Commercial Bank of China May 2014 - June 2014
Accenture - Accent on the Community January 2014 - February 2014
Bole Education May 2013 - December 2013
Skills
Microsoft Office, Microsoft Excel, Strategic Planning, Fundraising, Sales, Entrepreneurship, Sponsorship, Nonprofits, PowerPoint, Social Networking, Data Analysis, Event Planning, Marketing, English, Social Media
Education
McGill University 2013 — 2016
Bachelor of Commerce, Finance, GPA: 3.82
HEC Paris 2014 — 2014
Bachelor's Degree, International Exchange
Beijing City International School 2010 — 2013
International Baccalaureate Bilingual Diploma
University of Pennsylvania - The Wharton School 2012 — 2012
Leadership In the Business World
Harvard University 2011 — 2011
Harvard Summit for Young Leaders in China
Bonnie Anker Bonnie Anker's RBC Capital Markets Experience November 2003 - Present
Job Executive Assistant at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets November 2003 - Present
Accenture March 1998 - November 2000
J.P. Morgan June 1989 - May 1995
Skills
Microsoft Office, Project Management, Financial Analysis, Leadership, Event Planning, Facilities Management, Office Administration, Travel Planning, Expense Allocation, Expense Reports
Education
Goldey Beacom College 1985 — 1987
Associates
William Penn High School 1982 — 1985
Diploma
RBC Capital Markets November 2003 - Present
Accenture March 1998 - November 2000
J.P. Morgan June 1989 - May 1995
Skills
Microsoft Office, Project Management, Financial Analysis, Leadership, Event Planning, Facilities Management, Office Administration, Travel Planning, Expense Allocation, Expense Reports
Education
Goldey Beacom College 1985 — 1987
Associates
William Penn High School 1982 — 1985
Diploma
Michael Roskopf Michael Roskopf's RBC Capital Markets Experience March 2009 - Present
Job Sales at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets March 2009 - Present
Skills
Equities, Investments, Fixed Income, Bonds, Bloomberg, Financial Modeling, Asset Management, Securities, Valuation, Asset Allocation, Series 7, Series 63
Education
Grand Canyon University 2010 — 2012
Master of Business Administration (MBA), Finance, General
USC
Bachelor's degree, Business/Communication/Sociology
RBC Capital Markets March 2009 - Present
Skills
Equities, Investments, Fixed Income, Bonds, Bloomberg, Financial Modeling, Asset Management, Securities, Valuation, Asset Allocation, Series 7, Series 63
Education
Grand Canyon University 2010 — 2012
Master of Business Administration (MBA), Finance, General
USC
Bachelor's degree, Business/Communication/Sociology
Josh Shapiro Josh Shapiro's RBC Capital Markets Experience August 2015 - Present
Job Associate Energy Investment Banking at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets August 2015 - Present
FBR May 2014 - July 2015
MGM Resorts International June 2013 - August 2013
FBR February 2011 - July 2012
FBR June 2008 - February 2011
Skills
Bloomberg, Excel, PowerPoint, SNL Financial, Factset, Equities, Microsoft Excel, Financial Analysis, Investment Banking, Capital Markets, Financial Modeling, Portfolio Management, Investments, Corporate Finance, Finance, Valuation
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA)
Georgetown University 2004 — 2008
Bachelor of Science (BS), Accounting and Finance
RBC Capital Markets August 2015 - Present
FBR May 2014 - July 2015
MGM Resorts International June 2013 - August 2013
FBR February 2011 - July 2012
FBR June 2008 - February 2011
Skills
Bloomberg, Excel, PowerPoint, SNL Financial, Factset, Equities, Microsoft Excel, Financial Analysis, Investment Banking, Capital Markets, Financial Modeling, Portfolio Management, Investments, Corporate Finance, Finance, Valuation
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA)
Georgetown University 2004 — 2008
Bachelor of Science (BS), Accounting and Finance
Thomas Bosco Thomas Bosco's RBC Capital Markets Experience February 2013 - October 2013
Job Business Ops & Strategy at Palantir
Industry Computer Software
Experience
Palantir Technologies October 2013 - Present
RBC Capital Markets February 2013 - October 2013
RBC Capital Markets July 2012 - February 2013
Students of Georgetown, Inc. March 2010 - December 2011
Q2 Sports and Entertainment 2009 - 2009
Skills
Capital Markets, Bloomberg, Leveraged Finance, Financial Modeling, Valuation, Investment Banking, Financial Analysis, Corporate Finance, DCF, Investments, Fixed Income, Private Equity, Emerging Markets, Equity Research, Economics, Due Diligence, Strategy
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Palantir Technologies October 2013 - Present
RBC Capital Markets February 2013 - October 2013
RBC Capital Markets July 2012 - February 2013
Students of Georgetown, Inc. March 2010 - December 2011
Q2 Sports and Entertainment 2009 - 2009
Skills
Capital Markets, Bloomberg, Leveraged Finance, Financial Modeling, Valuation, Investment Banking, Financial Analysis, Corporate Finance, DCF, Investments, Fixed Income, Private Equity, Emerging Markets, Equity Research, Economics, Due Diligence, Strategy
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Rafael Cofino's RBC Capital Markets Experience 2000 - 2003
Job Principal at Great Hill Partners
Industry Venture Capital & Private Equity
Experience
Great Hill Partners September 2012 - Present
Battery Ventures August 2008 - August 2012
Goldman Sachs June 2007 - September 2007
Technology Crossover Ventures (TCV) 2003 - 2006
RBC Capital Markets 2000 - 2003
Skills
Private Equity, Venture Capital, Investment Banking, LBO, Valuation, Financial Modeling, Growth Capital, Due Diligence, Corporate Finance, Mergers, M&A experience, Investments, Equities, Buyouts
Education
Harvard Business School 2006 — 2008
MBA
The University of Texas at Austin 1996 — 2000
BBA, Finance, Accounting
Great Hill Partners September 2012 - Present
Battery Ventures August 2008 - August 2012
Goldman Sachs June 2007 - September 2007
Technology Crossover Ventures (TCV) 2003 - 2006
RBC Capital Markets 2000 - 2003
Skills
Private Equity, Venture Capital, Investment Banking, LBO, Valuation, Financial Modeling, Growth Capital, Due Diligence, Corporate Finance, Mergers, M&A experience, Investments, Equities, Buyouts
Education
Harvard Business School 2006 — 2008
MBA
The University of Texas at Austin 1996 — 2000
BBA, Finance, Accounting
Jue Judy Liu's RBC Capital Markets Experience 2014 - Present
Job Associate at RBC Capital Markets
Industry Biotechnology
Experience
RBC Capital Markets 2014 - Present
Beacon VP 2012 - 2014
Renewable Energy Science and Technology 2008 - 2014
Harvard Biomedical Graduate Student Organization 2009 - 2010
Skills
C++, Western Blotting, Fluorescence Microscopy, Molecular Cloning, Team Leadership, Statistics, Teaching, Perl, LaTeX, Lifesciences, Genetics, Research, Simulations, Matlab, Mathematica, Cell Culture, C, Biochemistry, Molecular Biology, Computer Science, Science, Microscopy
Education
Harvard University 2007 — 2014
Doctor of Philosophy (Ph.D.), Biological Chemistry and Molecular Pharmacology
University of Pennsylvania 2003 — 2007
BA/MS, Biochemistry, Physics, Biophysics, 3.95
RBC Capital Markets 2014 - Present
Beacon VP 2012 - 2014
Renewable Energy Science and Technology 2008 - 2014
Harvard Biomedical Graduate Student Organization 2009 - 2010
Skills
C++, Western Blotting, Fluorescence Microscopy, Molecular Cloning, Team Leadership, Statistics, Teaching, Perl, LaTeX, Lifesciences, Genetics, Research, Simulations, Matlab, Mathematica, Cell Culture, C, Biochemistry, Molecular Biology, Computer Science, Science, Microscopy
Education
Harvard University 2007 — 2014
Doctor of Philosophy (Ph.D.), Biological Chemistry and Molecular Pharmacology
University of Pennsylvania 2003 — 2007
BA/MS, Biochemistry, Physics, Biophysics, 3.95
Gregory Hayes's RBC Capital Markets Experience May 2012 - Present
Job Vice President at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets May 2012 - Present
MF Global July 2011 - November 2011
Mizuho Capital Markets Corporation October 2007 - July 2011
Barclays Capital June 2005 - August 2007
Skills
Fixed Income, Interest Rate..., Portfolio Management, Market Making, Agency MBS, Proprietary Trading, Bonds, Trading, Options, Derivatives, Hedge Funds, Securities, Swaps, Capital Markets
Education
Georgetown University - The McDonough School of Business 2001 — 2005
BSBA, Finance & International Business
RBC Capital Markets May 2012 - Present
MF Global July 2011 - November 2011
Mizuho Capital Markets Corporation October 2007 - July 2011
Barclays Capital June 2005 - August 2007
Skills
Fixed Income, Interest Rate..., Portfolio Management, Market Making, Agency MBS, Proprietary Trading, Bonds, Trading, Options, Derivatives, Hedge Funds, Securities, Swaps, Capital Markets
Education
Georgetown University - The McDonough School of Business 2001 — 2005
BSBA, Finance & International Business
Polina (Mnouskina) Sergeyenko Polina (Mnouskina) Sergeyenko's RBC Capital Markets Experience July 2012 - September 2015
Job home with kids
Industry Computer Software
Experience
RBC Capital Markets July 2012 - September 2015
Algorithmics April 2011 - August 2012
ION Trading March 2010 - May 2011
Ariad Communications June 2007 - February 2010
Hackerproof Security Inc. Toronto October 2005 - June 2007
Diamedex Inc, Toronto February 2005 - October 2005
Skills
SQL, XML, C#, Java, Subversion, Microsoft SQL Server, Perl, Sybase, JavaScript, Web Services, Unix, Agile Methodologies, Shell Scripting, Eclipse, Databases, MySQL, Visual Studio
Education
Harvard University 2011 — 2015
Master of Arts (MA), Computational and Applied Mathematics, Not complete
York University 2003 — 2008
Bachelor of Arts Specialized Honours, Computer Science
Seneca College 2001 — 2003
Computer Programming Diploma with Honours, Computer Science
RBC Capital Markets July 2012 - September 2015
Algorithmics April 2011 - August 2012
ION Trading March 2010 - May 2011
Ariad Communications June 2007 - February 2010
Hackerproof Security Inc. Toronto October 2005 - June 2007
Diamedex Inc, Toronto February 2005 - October 2005
Skills
SQL, XML, C#, Java, Subversion, Microsoft SQL Server, Perl, Sybase, JavaScript, Web Services, Unix, Agile Methodologies, Shell Scripting, Eclipse, Databases, MySQL, Visual Studio
Education
Harvard University 2011 — 2015
Master of Arts (MA), Computational and Applied Mathematics, Not complete
York University 2003 — 2008
Bachelor of Arts Specialized Honours, Computer Science
Seneca College 2001 — 2003
Computer Programming Diploma with Honours, Computer Science
Tim Karman's RBC Capital Markets Experience May 2002 - Present
Job Global Head of Internet Investment Banking, RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets May 2002 - Present
Robertson Stephens 1999 - 2002
Merrill Lynch 1998 - 1998
Toyota Financial Services 1993 - 1997
Skills
IPO, Mergers, Private Equity, Debt, Leveraged Finance, Private Placements, Corporate Finance, Investment Banking, Corporate Development, Venture Capital, Valuation, Hedge Funds, Structured Finance, Mergers & Acquisitions, Emerging Markets, LBO, Project Finance, Competitive Analysis, Growth Capital, Investments, Finance, High Yield, Alternative Investments, Financial Structuring, Bloomberg, Capital Markets, Financial Modeling, Divestitures, Capital Raising, Restructuring, M&A experience, Due Diligence, Asset Management, Acquisitions, Equity Valuation, Securities, Equities, Business Valuation, Equity Research, Management, Fixed Income, Debt Restructuring, Derivatives, Portfolio Management, Investor Relations
Education
Harvard Business School 1997 — 1999
MBA, Business
University of California, Davis 1988 — 1992
Environmental Policy Analysis & Planning, Agricultural Economics
Santa Barbara High School
Santa Barbara High School
RBC Capital Markets May 2002 - Present
Robertson Stephens 1999 - 2002
Merrill Lynch 1998 - 1998
Toyota Financial Services 1993 - 1997
Skills
IPO, Mergers, Private Equity, Debt, Leveraged Finance, Private Placements, Corporate Finance, Investment Banking, Corporate Development, Venture Capital, Valuation, Hedge Funds, Structured Finance, Mergers & Acquisitions, Emerging Markets, LBO, Project Finance, Competitive Analysis, Growth Capital, Investments, Finance, High Yield, Alternative Investments, Financial Structuring, Bloomberg, Capital Markets, Financial Modeling, Divestitures, Capital Raising, Restructuring, M&A experience, Due Diligence, Asset Management, Acquisitions, Equity Valuation, Securities, Equities, Business Valuation, Equity Research, Management, Fixed Income, Debt Restructuring, Derivatives, Portfolio Management, Investor Relations
Education
Harvard Business School 1997 — 1999
MBA, Business
University of California, Davis 1988 — 1992
Environmental Policy Analysis & Planning, Agricultural Economics
Santa Barbara High School
Santa Barbara High School
Doug Guzman's RBC Capital Markets Experience 2005 - Present
Job Head of Global Investment Banking at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets 2005 - Present
Goldman Sachs 1996 - 2005
Skills
Capital Markets, Investment Banking, Fixed Income, Equities, Derivatives, Financial Modeling, Valuation, Structured Products, Trading Systems, Corporate Finance
Education
Harvard Business School 1990 — 1992
MBA
Ivey Business School at Western University 1984 — 1988
HBA
Colonel By High School 1979 — 1984
The University of Western Ontario
RBC Capital Markets 2005 - Present
Goldman Sachs 1996 - 2005
Skills
Capital Markets, Investment Banking, Fixed Income, Equities, Derivatives, Financial Modeling, Valuation, Structured Products, Trading Systems, Corporate Finance
Education
Harvard Business School 1990 — 1992
MBA
Ivey Business School at Western University 1984 — 1988
HBA
Colonel By High School 1979 — 1984
The University of Western Ontario
Vanita Chadha-Gupta's RBC Capital Markets Experience 2012 - Present
Job
Industry Banking
Experience
RBC Capital Markets 2012 - Present
Goldman Sachs 2011 - 2012
UBS Investment Bank 2006 - 2011
Bank Of America-Merrill Lynch 2001 - 2006
GoldenSource 2000 - 2001
Reuters 1997 - 2000
ICICI Bank 1991 - 1994
Skills
Project Management, Derivatives, Market Data, Reference Data, Fixed Income, Equities, Capital Markets, Prime Brokerage, Banking, Investment Banking, Back Office, Risk Management, Financial Markets, Trading Systems, Financial Services, FX Options, Hedge Funds, Middle Office, Equity Derivatives, Electronic Trading, Structured Products, Bloomberg, Trading, Swaps, Interest Rate..., Credit Derivatives, Options, Securities, Market Risk, CDS, Bonds, Collateral Management, Equity Trading, Corporate Actions, Low Latency, Business Analysis, Management, SDLC, Data Warehousing
Education
Indian Institute of Management, Ahmedabad 1989 — 1991
Master of Business Administration (M.B.A.)
Georgia State University 1995 — 1997
Master of Science (M.S.)
RBC Capital Markets 2012 - Present
Goldman Sachs 2011 - 2012
UBS Investment Bank 2006 - 2011
Bank Of America-Merrill Lynch 2001 - 2006
GoldenSource 2000 - 2001
Reuters 1997 - 2000
ICICI Bank 1991 - 1994
Skills
Project Management, Derivatives, Market Data, Reference Data, Fixed Income, Equities, Capital Markets, Prime Brokerage, Banking, Investment Banking, Back Office, Risk Management, Financial Markets, Trading Systems, Financial Services, FX Options, Hedge Funds, Middle Office, Equity Derivatives, Electronic Trading, Structured Products, Bloomberg, Trading, Swaps, Interest Rate..., Credit Derivatives, Options, Securities, Market Risk, CDS, Bonds, Collateral Management, Equity Trading, Corporate Actions, Low Latency, Business Analysis, Management, SDLC, Data Warehousing
Education
Indian Institute of Management, Ahmedabad 1989 — 1991
Master of Business Administration (M.B.A.)
Georgia State University 1995 — 1997
Master of Science (M.S.)
Christopher Hardison's RBC Capital Markets Experience 2010 - 2011
Job Senior Vice President at Partners Group
Industry Financial Services
Experience
Partners Group 2011 - Present
RBC Capital Markets 2010 - 2011
GE Capital 2004 - 2010
Education
Hamilton College
Partners Group 2011 - Present
RBC Capital Markets 2010 - 2011
GE Capital 2004 - 2010
Education
Hamilton College
Andrew Singer's RBC Capital Markets Experience March 2004 - February 2015
Job Executive Vice President and Chief Financial Officer at Epizyme
Industry Biotechnology
Experience
Epizyme February 2015 - Present
RBC Capital Markets March 2004 - February 2015
Petkevitch & Partners 2002 - 2004
MVC Capital 1999 - 2002
Robertson, Stephens & Co. 1997 - 1999
The Shansby Group 1994 - 1995
The Blackstone Group 1992 - 1994
Skills
Private Placements, IPO, Business Valuation, Project Finance, Strategy, Divestitures, Credit Analysis, Restructuring, Finance, Business Strategy, Business Development, Acquisitions, Financial Reporting, Entrepreneurship, Executive Management, Strategic Planning, Equities, Private Equity, Investment Banking, LBO, Leveraged Finance, Capital
Education
Harvard Business School 1996 — 1997
Master of Business Administration (M.B.A.)
Yale University 1988 — 1992
BA, East Asian Studies
Epizyme February 2015 - Present
RBC Capital Markets March 2004 - February 2015
Petkevitch & Partners 2002 - 2004
MVC Capital 1999 - 2002
Robertson, Stephens & Co. 1997 - 1999
The Shansby Group 1994 - 1995
The Blackstone Group 1992 - 1994
Skills
Private Placements, IPO, Business Valuation, Project Finance, Strategy, Divestitures, Credit Analysis, Restructuring, Finance, Business Strategy, Business Development, Acquisitions, Financial Reporting, Entrepreneurship, Executive Management, Strategic Planning, Equities, Private Equity, Investment Banking, LBO, Leveraged Finance, Capital
Education
Harvard Business School 1996 — 1997
Master of Business Administration (M.B.A.)
Yale University 1988 — 1992
BA, East Asian Studies
Alex Farberov's RBC Capital Markets Experience October 2009 - January 2010
Job VP at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets January 2010 - Present
RBC Capital Markets October 2009 - January 2010
TD Securities June 2007 - October 2009
Algorithmics September 2004 - June 2007
SonicBoomerang June 2003 - September 2004
Amdocs July 2000 - April 2002
Skills
Derivatives, Capital Markets, Financial Modeling, Fixed Income, Risk Management, Portfolio Management, Equities, Trading Systems, Business Analysis, Financial Risk
Education
University of Toronto - Rotman School of Management 2008 — 2010
Master of Finance
7City 2012 — 2012
CQF
University of Toronto - University College 2000 — 2003
Hon. B.Sc.
Ha'Universita Ha'Petuha
BMO Capital Markets January 2010 - Present
RBC Capital Markets October 2009 - January 2010
TD Securities June 2007 - October 2009
Algorithmics September 2004 - June 2007
SonicBoomerang June 2003 - September 2004
Amdocs July 2000 - April 2002
Skills
Derivatives, Capital Markets, Financial Modeling, Fixed Income, Risk Management, Portfolio Management, Equities, Trading Systems, Business Analysis, Financial Risk
Education
University of Toronto - Rotman School of Management 2008 — 2010
Master of Finance
7City 2012 — 2012
CQF
University of Toronto - University College 2000 — 2003
Hon. B.Sc.
Ha'Universita Ha'Petuha
Ronald Hsu, M.D.'s RBC Capital Markets Experience 2015 - Present
Job Associate, Healthcare Investment Banking, RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets 2015 - Present
Wells Fargo Securities 2014 - 2015
Weill Cornell Medical College 2012 - 2013
Deutsche Bank 2007 - 2008
National Cancer Institute (NCI) June 2004 - August 2004
Skills
Neuroscience, Biochemistry, Medical Education, Healthcare Management, Financial Modeling, Teaching, Clinical Trials, Equities, Valuation, Data Analysis, Mergers & Acquisitions, Financial Analysis, Private Equity, Research, Equity Research, Corporate Finance, Due Diligence
Education
Harvard University 2003 — 2007
A.B., Biochemical Sciences, Economics
Massachusetts Institute of Technology 2002 — 2002
RSI
PROMYS 2001 — 2001
Number Theory
RBC Capital Markets 2015 - Present
Wells Fargo Securities 2014 - 2015
Weill Cornell Medical College 2012 - 2013
Deutsche Bank 2007 - 2008
National Cancer Institute (NCI) June 2004 - August 2004
Skills
Neuroscience, Biochemistry, Medical Education, Healthcare Management, Financial Modeling, Teaching, Clinical Trials, Equities, Valuation, Data Analysis, Mergers & Acquisitions, Financial Analysis, Private Equity, Research, Equity Research, Corporate Finance, Due Diligence
Education
Harvard University 2003 — 2007
A.B., Biochemical Sciences, Economics
Massachusetts Institute of Technology 2002 — 2002
RSI
PROMYS 2001 — 2001
Number Theory
Lauren Eby's RBC Capital Markets Experience June 2006 - Present
Job Vice President at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets June 2006 - Present
Education
Gettysburg College 2002 — 2006
RBC Capital Markets June 2006 - Present
Education
Gettysburg College 2002 — 2006
Eric Ajlouny's RBC Capital Markets Experience November 2008 - Present
Job at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets November 2008 - Present
Lehman Brothers October 2000 - September 2008
Skills
Trading, Bonds, Money Market, Fixed Income, Capital Markets, Bloomberg
Education
Golden Gate University 2004 — 2007
MS, Finance
San Francisco State University 1997 — 2000
RBC Capital Markets November 2008 - Present
Lehman Brothers October 2000 - September 2008
Skills
Trading, Bonds, Money Market, Fixed Income, Capital Markets, Bloomberg
Education
Golden Gate University 2004 — 2007
MS, Finance
San Francisco State University 1997 — 2000
Andy Hedberg, CFA's RBC Capital Markets Experience August 2008 - December 2013
Job Financial Services Analyst at Citadel LLC
Industry Capital Markets
Experience
Surveyor Capital - Citadel LLC January 2014 - Present
RBC Capital Markets August 2008 - December 2013
RBC Capital Markets January 2008 - February 2008
US Bank 2008 - 2008
First Industrial Reality Trust May 2007 - September 2007
Paramount Real Estate 2006 - 2006
Education
University of Minnesota - Carlson School of Management 2012 — 2015
Master of Business Administration (MBA), Finance
Gustavus Adolphus College 2004 — 2008
B.A. Cum Laude, Financial Economics, History
Eden Prairie High School 2000 — 2004
Surveyor Capital - Citadel LLC January 2014 - Present
RBC Capital Markets August 2008 - December 2013
RBC Capital Markets January 2008 - February 2008
US Bank 2008 - 2008
First Industrial Reality Trust May 2007 - September 2007
Paramount Real Estate 2006 - 2006
Education
University of Minnesota - Carlson School of Management 2012 — 2015
Master of Business Administration (MBA), Finance
Gustavus Adolphus College 2004 — 2008
B.A. Cum Laude, Financial Economics, History
Eden Prairie High School 2000 — 2004
Andy Ballou's RBC Capital Markets Experience Senior AnalystRed Coat Capital ManagementJanuary 2001 - June 2002
Job Director at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets Senior AnalystRed Coat Capital ManagementJanuary 2001 - June 2002
Education
Hampden-Sydney College 1987 — 1991
RBC Capital Markets Senior AnalystRed Coat Capital ManagementJanuary 2001 - June 2002
Education
Hampden-Sydney College 1987 — 1991
Shareen Luze's RBC Capital Markets Experience May 2006 - Present
Job Associate General Counsel at RBC Dain Rauscher
Industry Law Practice
Experience
RBC Capital Markets May 2006 - Present
Seaton, Beck & Peters, P.A. September 2003 - April 2006
Moss & Barnett, P.A. January 2000 - September 2000
Hessian & McKasy, PA 1998 - 1999
Education
Hamline University School of Law 1997 — 2000
University of Michigan 1993 — 1997
Bachelors of Arts, History
Richfield Senior High School 1989 — 1993
RBC Capital Markets May 2006 - Present
Seaton, Beck & Peters, P.A. September 2003 - April 2006
Moss & Barnett, P.A. January 2000 - September 2000
Hessian & McKasy, PA 1998 - 1999
Education
Hamline University School of Law 1997 — 2000
University of Michigan 1993 — 1997
Bachelors of Arts, History
Richfield Senior High School 1989 — 1993
Wilkinson, Stephanie's RBC Capital Markets Experience April 2001 - Present
Job Conference Planning at RBC Capital Markets
Industry Events Services
Experience
RBC Capital Markets April 2001 - Present
Education
Gustavus Adolphus College
BA, Psychology & Communications
RBC Capital Markets April 2001 - Present
Education
Gustavus Adolphus College
BA, Psychology & Communications
Jeff Gottschall's RBC Capital Markets Experience June 2014 - Present
Job Commodities Trader at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets June 2014 - Present
Standard Bank May 2008 - May 2014
Education
Harvard University
RBC Capital Markets June 2014 - Present
Standard Bank May 2008 - May 2014
Education
Harvard University
Kevin LaHatte's RBC Capital Markets Experience July 2005 - July 2008
Job Vice President at Comvest Partners
Industry Venture Capital & Private Equity
Experience
Comvest Partners November 2013 - Present
H.I.G. Capital July 2012 - October 2013
Brockway Moran & Partners May 2011 - August 2011
H.I.G. Capital August 2008 - July 2010
RBC Capital Markets July 2005 - July 2008
Education
Harvard Business School 2010 — 2012
M.B.A.
Georgia Institute of Technology 2001 — 2005
BS, Civil Engineering
Comvest Partners November 2013 - Present
H.I.G. Capital July 2012 - October 2013
Brockway Moran & Partners May 2011 - August 2011
H.I.G. Capital August 2008 - July 2010
RBC Capital Markets July 2005 - July 2008
Education
Harvard Business School 2010 — 2012
M.B.A.
Georgia Institute of Technology 2001 — 2005
BS, Civil Engineering
Tony Meyers's RBC Capital Markets Experience August 2008 - Present
Job Associate Vice President RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets August 2008 - Present
RBC Capital Markets August 2001 - August 2008
RBC Dain Rauscher August 2000 - August 2001
Skills
Electronic Trading, Capital Markets, Fixed Income, Trading Systems, Equities, Derivatives, Trading, Market Data
Education
Gustavus Adolphus College 1996 — 2000
RBC Capital Markets August 2008 - Present
RBC Capital Markets August 2001 - August 2008
RBC Dain Rauscher August 2000 - August 2001
Skills
Electronic Trading, Capital Markets, Fixed Income, Trading Systems, Equities, Derivatives, Trading, Market Data
Education
Gustavus Adolphus College 1996 — 2000
Christopher Sakara's RBC Capital Markets Experience December 2013 - Present
Job Director High Yield Capital Markets at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets December 2013 - Present
RBC Capital Markets December 2010 - December 2013
RBC Capital Markets August 2007 - December 2010
RBC Capital Markets July 2004 - July 2007
Skills
High Yield, Capital Markets, Investment Banking, Fixed Income, Corporate Finance, Private Equity, LBO, Leveraged Finance, Bloomberg, Bonds, Due Diligence, Series 7, Series 63, Capital Structure, Credit Analysis
Education
Georgetown University - The McDonough School of Business 2000 — 2004
BS, Finance and International Business
The Hotchkiss School 1998 — 2000
RBC Capital Markets December 2013 - Present
RBC Capital Markets December 2010 - December 2013
RBC Capital Markets August 2007 - December 2010
RBC Capital Markets July 2004 - July 2007
Skills
High Yield, Capital Markets, Investment Banking, Fixed Income, Corporate Finance, Private Equity, LBO, Leveraged Finance, Bloomberg, Bonds, Due Diligence, Series 7, Series 63, Capital Structure, Credit Analysis
Education
Georgetown University - The McDonough School of Business 2000 — 2004
BS, Finance and International Business
The Hotchkiss School 1998 — 2000
Josh Wei's RBC Capital Markets Experience March 2010 - April 2013
Job CoFounder and CoCeo
Industry Information Technology and Services
Experience
taggle inc. May 2013 - Present
RBC Capital Markets March 2010 - April 2013
RBS Global Banking & Markets July 2008 - March 2010
InkAppeal Screenprinting LLC August 2004 - May 2008
Urban Outfitters 2005 - 2006
Skills
Fixed Income, Financial Modeling, Valuation, Capital Markets, Bloomberg, Investment Banking, Leveraged Finance, Corporate Finance, Portfolio Management, Financial Analysis, Emerging Markets, Equities, Derivatives, Due Diligence, Investments, Private Equity, Economics
Education
Georgetown University 2004 — 2008
Bachelor of Science (B.Sc.), Science, Technology and International Affairs
william s hart high
taggle inc. May 2013 - Present
RBC Capital Markets March 2010 - April 2013
RBS Global Banking & Markets July 2008 - March 2010
InkAppeal Screenprinting LLC August 2004 - May 2008
Urban Outfitters 2005 - 2006
Skills
Fixed Income, Financial Modeling, Valuation, Capital Markets, Bloomberg, Investment Banking, Leveraged Finance, Corporate Finance, Portfolio Management, Financial Analysis, Emerging Markets, Equities, Derivatives, Due Diligence, Investments, Private Equity, Economics
Education
Georgetown University 2004 — 2008
Bachelor of Science (B.Sc.), Science, Technology and International Affairs
william s hart high
Joe Collette's RBC Capital Markets Experience March 2012 - March 2015
Job Vice President at Quantitative Investment Manager
Industry Financial Services
Experience
Quantitative Investment Manager March 2015 - Present
RBC Capital Markets March 2012 - March 2015
Knight Capital Group June 2010 - March 2012
Societe Generale August 2007 - June 2010
ING DIRECT December 2005 - August 2007
1&1 Internet, Inc. March 2004 - August 2005
Education
Hawaii Pacific University 1998 — 2003
Bachelor of Science, Computer Science
Quantitative Investment Manager March 2015 - Present
RBC Capital Markets March 2012 - March 2015
Knight Capital Group June 2010 - March 2012
Societe Generale August 2007 - June 2010
ING DIRECT December 2005 - August 2007
1&1 Internet, Inc. March 2004 - August 2005
Education
Hawaii Pacific University 1998 — 2003
Bachelor of Science, Computer Science
Jason Arnold's RBC Capital Markets Experience August 2007 - Present
Job Research Analyst at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets August 2007 - Present
Merrill Lynch March 2006 - May 2007
RBC Capital Markets July 2004 - March 2006
Skills
Valuation, Series 7, Research, Quantitative Analytics, Private Equity, Portfolio Management, Investments, Hedge Funds, Investment Banking, Fixed Income, Financial Modeling, Finance, Equity Valuation, Equity Research, Derivatives, Equities, Corporate Finance, Capital Markets, Asset Management, Bloomberg, Alternative Investments
Education
Harvard University 2002 — 2004
Masters, Government/Political Economy
RBC Capital Markets August 2007 - Present
Merrill Lynch March 2006 - May 2007
RBC Capital Markets July 2004 - March 2006
Skills
Valuation, Series 7, Research, Quantitative Analytics, Private Equity, Portfolio Management, Investments, Hedge Funds, Investment Banking, Fixed Income, Financial Modeling, Finance, Equity Valuation, Equity Research, Derivatives, Equities, Corporate Finance, Capital Markets, Asset Management, Bloomberg, Alternative Investments
Education
Harvard University 2002 — 2004
Masters, Government/Political Economy
Joleen Luhmann Giliotti's RBC Capital Markets Experience February 2001 - May 2010
Job Management Consultant at Giliotti Tax & Legal Services
Industry Investment Banking
Experience
Giliotti Tax & Legal Services January 2011 - Present
RBC Capital Markets February 2001 - May 2010
RedChip Companies 2000 - 2001
Skills
Critical Thinking, Business Strategy, Systems Thinking, Business Process..., Strategic Planning, Management Consulting, Change Management, Operations Management, Business Analysis, Risk Management, Program Management, Problem Solving, Budgeting, Mentoring, Situational Leadership, Financial Analysis, Vendor Management, Negotiation, Analysis, Team Leadership, Data Analysis, Compliance, Project Planning, Stakeholder Management, Earned Value Management
Education
Gustavus Adolphus College
BA, Classical Studies, History
University of Minnesota - Carlson School of Management
MBA, Finance
University of St. Thomas - Opus College of Business
Mini Masters, Project Management
Giliotti Tax & Legal Services January 2011 - Present
RBC Capital Markets February 2001 - May 2010
RedChip Companies 2000 - 2001
Skills
Critical Thinking, Business Strategy, Systems Thinking, Business Process..., Strategic Planning, Management Consulting, Change Management, Operations Management, Business Analysis, Risk Management, Program Management, Problem Solving, Budgeting, Mentoring, Situational Leadership, Financial Analysis, Vendor Management, Negotiation, Analysis, Team Leadership, Data Analysis, Compliance, Project Planning, Stakeholder Management, Earned Value Management
Education
Gustavus Adolphus College
BA, Classical Studies, History
University of Minnesota - Carlson School of Management
MBA, Finance
University of St. Thomas - Opus College of Business
Mini Masters, Project Management
Berhe Mehreteab's RBC Capital Markets Experience October 2007 - April 2009
Job Senior Product Specialist at AppNexus
Industry Internet
Experience
AppNexus March 2014 - Present
AppNexus October 2011 - February 2014
Self-Employed May 2009 - October 2011
NHP Foundation July 2009 - October 2009
RBC Capital Markets October 2007 - April 2009
Skills
Online Advertising, Online Technology, Technology, Team Leadership, Data Analysis, Microsoft SQL Server, Microsoft Office, Databases, Internet, Investment Banking, Consulting, Residential Mortgages, Cashflow Analysis, Behavioral Targeting, Display Advertising, Investments, Mobile Advertising, Analytics, Salesforce.com, Love Of Learning, Ninja Skills, Swords, Digital Strategy, Strategy, Beyond Compare, Happy Hour, Sleepwear, Advertising
Education
Harvard University
B.A., Psychology - Social and Cognitive Neuroscience
NYU 2010 — 2011
Professional Certificate, Real Estate - Finance and Investment
AppNexus March 2014 - Present
AppNexus October 2011 - February 2014
Self-Employed May 2009 - October 2011
NHP Foundation July 2009 - October 2009
RBC Capital Markets October 2007 - April 2009
Skills
Online Advertising, Online Technology, Technology, Team Leadership, Data Analysis, Microsoft SQL Server, Microsoft Office, Databases, Internet, Investment Banking, Consulting, Residential Mortgages, Cashflow Analysis, Behavioral Targeting, Display Advertising, Investments, Mobile Advertising, Analytics, Salesforce.com, Love Of Learning, Ninja Skills, Swords, Digital Strategy, Strategy, Beyond Compare, Happy Hour, Sleepwear, Advertising
Education
Harvard University
B.A., Psychology - Social and Cognitive Neuroscience
NYU 2010 — 2011
Professional Certificate, Real Estate - Finance and Investment
Mark Nicholson's RBC Capital Markets Experience 2005 - 2009
Job Director of Finance at Globe Energy Services, LLC
Industry Oil & Energy
Experience
Globe Energy Services, LLC 2012 - Present
Southwest Securities 2009 - 2011
RBC Capital Markets 2005 - 2009
Ameriprise Financial 2003 - 2005
Duke Energy Corporation 2002 - 2002
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Mergers, Due Diligence, Investments, Risk Management, Portfolio Management, Financial Reporting, Strategic Financial..., Private Equity, Business Development, Business Strategy, Banking, Capital Markets, Investment Banking
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2013
Master of Business Administration
The University of Texas at Austin 2001 — 2003
Bachelor of Business Administration, Finance
Hardin-Simmons University 1999 — 2001
Finance and Economics
Globe Energy Services, LLC 2012 - Present
Southwest Securities 2009 - 2011
RBC Capital Markets 2005 - 2009
Ameriprise Financial 2003 - 2005
Duke Energy Corporation 2002 - 2002
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Mergers, Due Diligence, Investments, Risk Management, Portfolio Management, Financial Reporting, Strategic Financial..., Private Equity, Business Development, Business Strategy, Banking, Capital Markets, Investment Banking
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2013
Master of Business Administration
The University of Texas at Austin 2001 — 2003
Bachelor of Business Administration, Finance
Hardin-Simmons University 1999 — 2001
Finance and Economics
Valerie VanDerzee's RBC Capital Markets Experience July 2011 - Present
Job Director at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets July 2011 - Present
CLSA May 2009 - May 2011
Morgan Stanley 1998 - 2009
Education
Harvard University
BA
University of Pennsylvania - The Wharton School
MBA, Finance
RBC Capital Markets July 2011 - Present
CLSA May 2009 - May 2011
Morgan Stanley 1998 - 2009
Education
Harvard University
BA
University of Pennsylvania - The Wharton School
MBA, Finance
Jenn Chao's RBC Capital Markets Experience 2002 - 2004
Job Managing Partner with CoreStrategies Management
Industry Biotechnology
Experience
CoreStrategies Management February 2008 - Present
Deutsche Bank Securities 2004 - 2008
RBC Capital Markets 2002 - 2004
Leerink Swann 2001 - 2002
Skills
Biotechnology, Management, Hedge Funds, Capital Markets, Equities, Valuation, Investor Relations, Financial Modeling, Trading, Derivatives, Due Diligence, Corporate Finance, Investment Banking, Mergers, Equity Research, Capital Formation, Competitive Analysis, Cross Functional..., Cross Functional Team..., Emerging Markets, Executive Management, Finance, Healthcare, IPO, Mergers, Private Equity, Strategy, Team Mentoring, Venture Capital
Education
Harvard Medical School/Massachusettes General Hospital 1995 — 1998
Fellowship-Dept of Medicine
Harvard University 1993 — 1995
Columbia Neurological Institute 1992 — 1993
Clinical Neurology
New York University 1988 — 1992
Horlick High School 1984 — 1988
McKinley Middle School 1981 — 1984
Jefferson Lighthouse 1976 — 1981
CoreStrategies Management February 2008 - Present
Deutsche Bank Securities 2004 - 2008
RBC Capital Markets 2002 - 2004
Leerink Swann 2001 - 2002
Skills
Biotechnology, Management, Hedge Funds, Capital Markets, Equities, Valuation, Investor Relations, Financial Modeling, Trading, Derivatives, Due Diligence, Corporate Finance, Investment Banking, Mergers, Equity Research, Capital Formation, Competitive Analysis, Cross Functional..., Cross Functional Team..., Emerging Markets, Executive Management, Finance, Healthcare, IPO, Mergers, Private Equity, Strategy, Team Mentoring, Venture Capital
Education
Harvard Medical School/Massachusettes General Hospital 1995 — 1998
Fellowship-Dept of Medicine
Harvard University 1993 — 1995
Columbia Neurological Institute 1992 — 1993
Clinical Neurology
New York University 1988 — 1992
Horlick High School 1984 — 1988
McKinley Middle School 1981 — 1984
Jefferson Lighthouse 1976 — 1981
Mike Lettmann's RBC Capital Markets Experience 2003 - 2007
Job Retail Product Manager at CyberPower Systems, Inc.
Industry Marketing and Advertising
Experience
CyberPower Systems, Inc. January 2014 - Present
Imation September 2013 - Present
Imation June 2011 - September 2013
French Lick Resort & Casino May 2009 - August 2009
RBC Capital Markets 2003 - 2007
Skills
Marketing Strategy, Social Media, Competitive Analysis, Product Management, Market Research, Spreadsheets, Leadership, Sales Management, Brand Management, Product Launch, Product Marketing, Sales, Marketing, Data Analysis, Product Development, Customer Insight, Strategy, Financial Modeling, Cross-functional Team..., Pricing, Forecasting, Market Analysis
Education
Indiana University - Kelley School of Business 2008 — 2010
MBA, Marketing
Gustavus Adolphus College
Bachelor of Arts, Management
CyberPower Systems, Inc. January 2014 - Present
Imation September 2013 - Present
Imation June 2011 - September 2013
French Lick Resort & Casino May 2009 - August 2009
RBC Capital Markets 2003 - 2007
Skills
Marketing Strategy, Social Media, Competitive Analysis, Product Management, Market Research, Spreadsheets, Leadership, Sales Management, Brand Management, Product Launch, Product Marketing, Sales, Marketing, Data Analysis, Product Development, Customer Insight, Strategy, Financial Modeling, Cross-functional Team..., Pricing, Forecasting, Market Analysis
Education
Indiana University - Kelley School of Business 2008 — 2010
MBA, Marketing
Gustavus Adolphus College
Bachelor of Arts, Management
Christian Gutierrez's RBC Capital Markets Experience December 2013 - Present
Job Vice President at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets December 2013 - Present
RBC Capital Markets October 2012 - December 2013
Scotia Capital August 2010 - September 2012
Hanbros & Company 2009 - May 2010
Goldman Sachs 2009 - 2009
spg3 2006 - 2008
Skills
Financial Modeling, Valuation, Due Diligence, Financial Analysis, Capital Markets, Credit Analysis, Deal Structuring, Deal Execution, Credit Portfolio...
Education
Georgetown University - The McDonough School of Business 2008 — 2010
MBA
Instituto Tecnológico y de Estudios Superiores de Monterrey 1998 — 2003
B.S.
RBC Capital Markets December 2013 - Present
RBC Capital Markets October 2012 - December 2013
Scotia Capital August 2010 - September 2012
Hanbros & Company 2009 - May 2010
Goldman Sachs 2009 - 2009
spg3 2006 - 2008
Skills
Financial Modeling, Valuation, Due Diligence, Financial Analysis, Capital Markets, Credit Analysis, Deal Structuring, Deal Execution, Credit Portfolio...
Education
Georgetown University - The McDonough School of Business 2008 — 2010
MBA
Instituto Tecnológico y de Estudios Superiores de Monterrey 1998 — 2003
B.S.
Ryun Miller's RBC Capital Markets Experience May 2011 - August 2011
Job Project Manager at National Equity Fund
Industry Real Estate
Experience
National Equity Fund October 2014 - Present
Urban Innovations May 2013 - October 2014
Community Housing Capital May 2012 - April 2013
GE August 2011 - July 2012
RBC Capital Markets May 2011 - August 2011
Credit Builders Alliance January 2008 - July 2010
Greenscape Builders February 2007 - December 2007
NYC Department of Education June 2005 - July 2006
Skills
Financial Analysis, Strategic Planning, Real Estate, Credit, Asset Managment, Investments, Portfolio Management, Underwriting, Financial Modeling, Loans, Analysis, Valuation, Due Diligence, Customer Service, Data Analysis, Finance, Business Analysis, Microsoft Excel, Market Research, Forecasting, Project Management
Education
Georgia Institute of Technology 2010 — 2012
2012, MBA
Georgia Institute of Technology - Georgia Tech College of Management 2010 — 2012
MBA, Real Estate
Washington University in St. Louis 2001 — 2005
2005, Political Science
National Equity Fund October 2014 - Present
Urban Innovations May 2013 - October 2014
Community Housing Capital May 2012 - April 2013
GE August 2011 - July 2012
RBC Capital Markets May 2011 - August 2011
Credit Builders Alliance January 2008 - July 2010
Greenscape Builders February 2007 - December 2007
NYC Department of Education June 2005 - July 2006
Skills
Financial Analysis, Strategic Planning, Real Estate, Credit, Asset Managment, Investments, Portfolio Management, Underwriting, Financial Modeling, Loans, Analysis, Valuation, Due Diligence, Customer Service, Data Analysis, Finance, Business Analysis, Microsoft Excel, Market Research, Forecasting, Project Management
Education
Georgia Institute of Technology 2010 — 2012
2012, MBA
Georgia Institute of Technology - Georgia Tech College of Management 2010 — 2012
MBA, Real Estate
Washington University in St. Louis 2001 — 2005
2005, Political Science
Clifford Swint's RBC Capital Markets Experience 1988 - 2003
Job Executive Vice President at MFR Securities, Inc.
Industry Investment Banking
Experience
MFR Securities, Inc. June 2011 - Present
Blaylock Robert Van, LLC March 2005 - June 2011
Royal Bank of Canada 1998 - 2003
RBC Capital Markets 1988 - 2003
Skills
Capital Markets, Fixed Income, Hedge Funds, Securities, Series 7, Series 63, Asset Managment, Due Diligence, Investment Banking, Structured Products, Equities, Electronic Trading, Derivatives, Trading Systems, Private Equity
Education
Harvard Business School 1985 — 1987
MBA, Business Administration and Management, General
Lafayette College 1975 — 1979
BS, Mechanical Engineering
MFR Securities, Inc. June 2011 - Present
Blaylock Robert Van, LLC March 2005 - June 2011
Royal Bank of Canada 1998 - 2003
RBC Capital Markets 1988 - 2003
Skills
Capital Markets, Fixed Income, Hedge Funds, Securities, Series 7, Series 63, Asset Managment, Due Diligence, Investment Banking, Structured Products, Equities, Electronic Trading, Derivatives, Trading Systems, Private Equity
Education
Harvard Business School 1985 — 1987
MBA, Business Administration and Management, General
Lafayette College 1975 — 1979
BS, Mechanical Engineering
Kurt Apfelbacher's RBC Capital Markets Experience 2002 - October 2005
Job Vice President at Dougherty & Company
Industry Investment Banking
Experience
Dougherty & Company 2005 - Present
RBC Capital Markets 2002 - October 2005
Skills
Financial Modeling, Loans, Portfolio Management, Healthcare, Investment Banking, Due Diligence, Bonds, FHA, Valuation, Customer Service, Financial Analysis, Capital Markets, Equity Research, Equities, Finance, Asset Management, Strategic Planning, Investments, Real Estate Economics, Credit Analysis, Hospitals, Process Improvement, Leadership, Private Equity, Market Research, New Business Development, Series 7, Mergers & Acquisitions, Risk Management, Asset Managment, Commercial Lending, Credit, Strategic Financial..., Management
Education
Gustavus Adolphus College
Philosophy, Economics
Saint Paul Academy & Summit School
Dougherty & Company 2005 - Present
RBC Capital Markets 2002 - October 2005
Skills
Financial Modeling, Loans, Portfolio Management, Healthcare, Investment Banking, Due Diligence, Bonds, FHA, Valuation, Customer Service, Financial Analysis, Capital Markets, Equity Research, Equities, Finance, Asset Management, Strategic Planning, Investments, Real Estate Economics, Credit Analysis, Hospitals, Process Improvement, Leadership, Private Equity, Market Research, New Business Development, Series 7, Mergers & Acquisitions, Risk Management, Asset Managment, Commercial Lending, Credit, Strategic Financial..., Management
Education
Gustavus Adolphus College
Philosophy, Economics
Saint Paul Academy & Summit School
Joseph Sterk's RBC Capital Markets Experience April 2004 - June 2004
Job Director, Esoteric Neurology Marketing at Athena Diagnostics, Inc.
Industry Biotechnology
Experience
Athena Diagnostics, Inc. (a Quest Diagnostics company) October 2014 - Present
Athena Diagnostics, Inc. (a Quest Diagnostics company) August 2011 - October 2014
CBT Advisors 2009 - August 2011
Genocea Biosciences 2011 - 2011
EnVivo Pharmaceuticals 2011 - 2011
Arsenal Medical April 2010 - August 2010
Novartis Vaccines & Diagnostics June 2009 - August 2009
Clarion Healthcare October 2006 - July 2008
Deutsche Bank Securities June 2004 - June 2006
RBC Capital Markets April 2004 - June 2004
Skills
Commercialization, Product Launch, Cross-functional Team..., Strategic Marketing, Market Research, Marketing Strategy, Product Management, Forecasting, Marketing, Strategy, Pharmaceutical Industry, Strategic Planning, Business Strategy, Genetics, Analytics, Biopharmaceuticals, Biotechnology, Lifesciences, Oncology, Neurology, Medical Devices, Start-ups, Immunology, Financial Modeling, Medical Diagnostics, Business Development, Hardware Diagnostics, Genomics, Market Development, Pricing, Infectious Diseases, Cancer, Life Sciences, Financial Analysis, Corporate Strategy, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Pediatric Neurology, Equity Research, Sales Training, Business Analytics, Clinical Trials
Education
Harvard University 2008 — 2011
MS, Health Sciences & Technology (HST)
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2010
MBA, Biopharmaceutical strategy and decision making
Harvard University 1997 — 2001
Bachelor's Degree, Biochemical Sciences
Athena Diagnostics, Inc. (a Quest Diagnostics company) October 2014 - Present
Athena Diagnostics, Inc. (a Quest Diagnostics company) August 2011 - October 2014
CBT Advisors 2009 - August 2011
Genocea Biosciences 2011 - 2011
EnVivo Pharmaceuticals 2011 - 2011
Arsenal Medical April 2010 - August 2010
Novartis Vaccines & Diagnostics June 2009 - August 2009
Clarion Healthcare October 2006 - July 2008
Deutsche Bank Securities June 2004 - June 2006
RBC Capital Markets April 2004 - June 2004
Skills
Commercialization, Product Launch, Cross-functional Team..., Strategic Marketing, Market Research, Marketing Strategy, Product Management, Forecasting, Marketing, Strategy, Pharmaceutical Industry, Strategic Planning, Business Strategy, Genetics, Analytics, Biopharmaceuticals, Biotechnology, Lifesciences, Oncology, Neurology, Medical Devices, Start-ups, Immunology, Financial Modeling, Medical Diagnostics, Business Development, Hardware Diagnostics, Genomics, Market Development, Pricing, Infectious Diseases, Cancer, Life Sciences, Financial Analysis, Corporate Strategy, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Pediatric Neurology, Equity Research, Sales Training, Business Analytics, Clinical Trials
Education
Harvard University 2008 — 2011
MS, Health Sciences & Technology (HST)
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2010
MBA, Biopharmaceutical strategy and decision making
Harvard University 1997 — 2001
Bachelor's Degree, Biochemical Sciences
Abhi Vaghela's RBC Capital Markets Experience June 2015 - Present
Job RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets June 2015 - Present
Unit Park Holdings Inc. January 2013 - January 2014
Southmedic Inc May 2010 - January 2013
Silver Mosaic Tiles August 2004 - February 2009
Education
University of Toronto 2014 — 2015
Certificate in Financial Analysis, Finance and Financial Management Services
Georgian College 2009 — 2011
Busines Administration (Co-op), 3.70 GPA
Ahmedabad Management Association 2008 — 2008
Certificate, Export-Import in Global Trade., International Trade
Saurashtra University
Bachelor's degree, Biotechnology
RBC Capital Markets June 2015 - Present
Unit Park Holdings Inc. January 2013 - January 2014
Southmedic Inc May 2010 - January 2013
Silver Mosaic Tiles August 2004 - February 2009
Education
University of Toronto 2014 — 2015
Certificate in Financial Analysis, Finance and Financial Management Services
Georgian College 2009 — 2011
Busines Administration (Co-op), 3.70 GPA
Ahmedabad Management Association 2008 — 2008
Certificate, Export-Import in Global Trade., International Trade
Saurashtra University
Bachelor's degree, Biotechnology
Brad Maiers's RBC Capital Markets Experience April 2010 - August 2010
Job Senior Financial Consultant at UnitedHealthcare
Industry Hospital & Health Care
Experience
UnitedHealthcare June 2015 - Present
Optum March 2014 - Present
Piper Jaffray June 2011 - March 2014
RBC Capital Markets April 2010 - August 2010
Wachovia Capital Markets, LLC 2007 - 2009
Education
University of St. Thomas - Opus College of Business 2009 — 2011
MBA, Finance and Accounting
Gustavus Adolphus College 2003 — 2007
BA, Financial Economics
UnitedHealthcare June 2015 - Present
Optum March 2014 - Present
Piper Jaffray June 2011 - March 2014
RBC Capital Markets April 2010 - August 2010
Wachovia Capital Markets, LLC 2007 - 2009
Education
University of St. Thomas - Opus College of Business 2009 — 2011
MBA, Finance and Accounting
Gustavus Adolphus College 2003 — 2007
BA, Financial Economics
Joshua Rosenbaum's RBC Capital Markets Experience 2014 - Present
Job Managing Director at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets 2014 - Present
John Wiley and Sons June 2009 - Present
UBS Investment Bank 2001 - 2014
International Finance Corporation 1995 - 1999
Skills
Investment Banking, Mergers, Emerging Markets, Corporate Finance, Valuation, Capital Markets, LBO
Education
Harvard Business School
MBA
Harvard University
AB
Hunter College High School
RBC Capital Markets 2014 - Present
John Wiley and Sons June 2009 - Present
UBS Investment Bank 2001 - 2014
International Finance Corporation 1995 - 1999
Skills
Investment Banking, Mergers, Emerging Markets, Corporate Finance, Valuation, Capital Markets, LBO
Education
Harvard Business School
MBA
Harvard University
AB
Hunter College High School
Hamda Khan's RBC Capital Markets Experience 1998 - 2001
Job Investigation and customer care officer at RBC Direct Investing
Industry Investment Banking
Experience
RBC DIRECT INVESTING June 1998 - Present
RBC Direct Investing March 1998 - Present
RBC Direct Investing 1990 - 2010
RBC Capital Markets 1998 - 2001
Skills
Training, Banking, Change Management, Coaching, Team Leadership, Investments, Strategic Planning, Performance Management, Customer Service
Education
Government College University, Lahore 1972 — 1975
ma, psychology
Government College University, Lahore 1972 — 1974
psychology
Government College University, Lahore 1971 — 1974
ma, psychology
Government College University, Lahore 1969 — 1974
ma, psychology
Government College University, Lahore 1971 — 1973
ma, psychology
RBC DIRECT INVESTING June 1998 - Present
RBC Direct Investing March 1998 - Present
RBC Direct Investing 1990 - 2010
RBC Capital Markets 1998 - 2001
Skills
Training, Banking, Change Management, Coaching, Team Leadership, Investments, Strategic Planning, Performance Management, Customer Service
Education
Government College University, Lahore 1972 — 1975
ma, psychology
Government College University, Lahore 1972 — 1974
psychology
Government College University, Lahore 1971 — 1974
ma, psychology
Government College University, Lahore 1969 — 1974
ma, psychology
Government College University, Lahore 1971 — 1973
ma, psychology
Kirk Walberg's RBC Capital Markets Experience March 2010 - Present
Job Operations Supervisor Margin Department at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets March 2010 - Present
RBC Wealth Management May 2006 - March 2009
Hitachi Power Tools June 2002 - June 2004
Skills
Credit, Back Office, Options, Series 7, Loans, Process Improvement, Relationship Management
Education
Gustavus Adolphus College 1998 — 2002
Bacholer Degree, History
Annandale High School 1995 — 1998
RBC Capital Markets March 2010 - Present
RBC Wealth Management May 2006 - March 2009
Hitachi Power Tools June 2002 - June 2004
Skills
Credit, Back Office, Options, Series 7, Loans, Process Improvement, Relationship Management
Education
Gustavus Adolphus College 1998 — 2002
Bacholer Degree, History
Annandale High School 1995 — 1998
Christina Rackley's RBC Capital Markets Experience August 2004 - November 2009
Job Vice President, Fixed Income Trading at Raymond James
Industry Financial Services
Experience
Raymond James August 2010 - Present
RBC Capital Markets August 2004 - November 2009
Smith Barney July 2003 - August 2004
UBS PaineWebber February 2003 - July 2003
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2003
M.S., Finance
Valdosta State University 1999 — 2002
B.B.A., Finance
Valdosta State University 1999 — 2002
B.B.A., Economics
Raymond James August 2010 - Present
RBC Capital Markets August 2004 - November 2009
Smith Barney July 2003 - August 2004
UBS PaineWebber February 2003 - July 2003
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2003
M.S., Finance
Valdosta State University 1999 — 2002
B.B.A., Finance
Valdosta State University 1999 — 2002
B.B.A., Economics
Dan Hwilka's RBC Capital Markets Experience November 2011 - Present
Job Associate Director, Accounts Payable Manager at RBC Capital Markets
Industry Accounting
Experience
RBC Capital Markets November 2011 - Present
AMBAC ASSURANCE CORPORATION January 2003 - October 2011
AMBAC ASSURANCE CORPORATION January 2003 - October 2011
Ambac January 2003 - October 2011
Ambac January 2003 - October 2011
Ernst & Young July 2000 - January 2003
Morgan Stanley Smith Barney January 2000 - February 2000
Skills
Financial Analysis, Sarbanes-Oxley Act, Accounting, Risk Management, Credit, Fixed Income, Securitization, Financial Reporting, Internal Controls, Credit Analysis, Credit Risk, Bloomberg, Accounts Payable, Analysis, Finance, Auditing, Financial Risk, General Ledger, Management
Education
Hartwick College 1996 — 2000
Bachelor of Arts, Economics
RBC Capital Markets November 2011 - Present
AMBAC ASSURANCE CORPORATION January 2003 - October 2011
AMBAC ASSURANCE CORPORATION January 2003 - October 2011
Ambac January 2003 - October 2011
Ambac January 2003 - October 2011
Ernst & Young July 2000 - January 2003
Morgan Stanley Smith Barney January 2000 - February 2000
Skills
Financial Analysis, Sarbanes-Oxley Act, Accounting, Risk Management, Credit, Fixed Income, Securitization, Financial Reporting, Internal Controls, Credit Analysis, Credit Risk, Bloomberg, Accounts Payable, Analysis, Finance, Auditing, Financial Risk, General Ledger, Management
Education
Hartwick College 1996 — 2000
Bachelor of Arts, Economics
Annie Derome's RBC Capital Markets Experience 1996 - 1999
Job Chief Executive Officer & Executive Producer at gsmprjct
Industry Entertainment
Experience
gsmprjct 2013 - Present
Place des Arts January 2012 - Present
Société de Développement Angus (SDA) January 2009 - Present
Cirque du Soleil January 2010 - 2012
Cirque du Soleil 2000 - 2009
RBC Capital Markets 1996 - 1999
Aon January 1995 - September 1996
Skills
Financial Analysis, Corporate Finance, Project Finance, E-commerce, Enterprise Risk..., Web Marketing Strategy, Management, Project Management, Business Development, International..., M&A analysis, Gaming Industry, Interactive Marketing, Team Management, Business Analysis, Strategic Planning, Digital Strategy, International Business..., Financial Modeling, Corporate Development, Entertainment Industry, Strategic Partnerships, Digital Media, Competitive Analysis, CRM, Business Planning, Finance, Due Diligence, Strategic Financial..., Financial Planning
Education
HEC Montréal 1994 — 1995
Graduate courses, Finance
Université Laval / Laval University 1991 — 1994
Bachelor of Applied Science (B.A.Sc.), Actuarial Science
Mont saint Louis
gsmprjct 2013 - Present
Place des Arts January 2012 - Present
Société de Développement Angus (SDA) January 2009 - Present
Cirque du Soleil January 2010 - 2012
Cirque du Soleil 2000 - 2009
RBC Capital Markets 1996 - 1999
Aon January 1995 - September 1996
Skills
Financial Analysis, Corporate Finance, Project Finance, E-commerce, Enterprise Risk..., Web Marketing Strategy, Management, Project Management, Business Development, International..., M&A analysis, Gaming Industry, Interactive Marketing, Team Management, Business Analysis, Strategic Planning, Digital Strategy, International Business..., Financial Modeling, Corporate Development, Entertainment Industry, Strategic Partnerships, Digital Media, Competitive Analysis, CRM, Business Planning, Finance, Due Diligence, Strategic Financial..., Financial Planning
Education
HEC Montréal 1994 — 1995
Graduate courses, Finance
Université Laval / Laval University 1991 — 1994
Bachelor of Applied Science (B.A.Sc.), Actuarial Science
Mont saint Louis
Hunter Simensen's RBC Capital Markets Experience June 2010 - August 2010
Job Financial Analyst II Capital Markets Finance at Fannie Mae
Industry Financial Services
Experience
Capital Markets Finance at Fannie Mae February 2014 - Present
Deloitte July 2013 - February 2014
Deloitte July 2011 - July 2013
RBC Capital Markets June 2010 - August 2010
RBC Capital Markets June 2009 - August 2009
Skills
Fixed Income, SQL, Microsoft Excel, Bankruptcy, Tableau, Chapter 11, Crystal Ball, SAS, Access, Financial Reporting, Due Diligence, Microsoft Office, Financial Analysis, Data Analysis
Education
Georgetown University 2014 — 2015
Master's Degree, Real Estate, Finance
James Madison University - College of Business
BBA, Finance & Computer Information Systems
Capital Markets Finance at Fannie Mae February 2014 - Present
Deloitte July 2013 - February 2014
Deloitte July 2011 - July 2013
RBC Capital Markets June 2010 - August 2010
RBC Capital Markets June 2009 - August 2009
Skills
Fixed Income, SQL, Microsoft Excel, Bankruptcy, Tableau, Chapter 11, Crystal Ball, SAS, Access, Financial Reporting, Due Diligence, Microsoft Office, Financial Analysis, Data Analysis
Education
Georgetown University 2014 — 2015
Master's Degree, Real Estate, Finance
James Madison University - College of Business
BBA, Finance & Computer Information Systems
John Mistovich's RBC Capital Markets Experience 2013 - Present
Job Vice President at RBC Capital Markets
Industry Capital Markets
Experience
RBC Capital Markets 2013 - Present
RBC Capital Markets 2011 - 2013
RBC Capital Markets 2009 - 2011
Skills
Capital Markets, Fixed Income, Investment Banking, Financial Modeling, Valuation, Derivatives, Corporate Finance, Private Equity
Education
Harvard University 2005 — 2009
Bachelor's Degree, Economics
RBC Capital Markets 2013 - Present
RBC Capital Markets 2011 - 2013
RBC Capital Markets 2009 - 2011
Skills
Capital Markets, Fixed Income, Investment Banking, Financial Modeling, Valuation, Derivatives, Corporate Finance, Private Equity
Education
Harvard University 2005 — 2009
Bachelor's Degree, Economics
Alex Math's RBC Capital Markets Experience August 2010 - Present
Job Trader at RBC Capital Markets
Industry Capital Markets
Experience
RBC Capital Markets August 2010 - Present
Education
Harvard University 2006 — 2010
Bachelor's degree, Economics
RBC Capital Markets August 2010 - Present
Education
Harvard University 2006 — 2010
Bachelor's degree, Economics
Jeffrey Gelles's RBC Capital Markets Experience 2009 - Present
Job Managing Director
Industry Investment Banking
Experience
RBC Capital Markets 2009 - Present
UBS Investment Bank 2001 - 2009
Morgan Stanley 1998 - 2001
Salomon Brothers 1997 - 1998
Deloitte & Touche 1993 - 1997
Skills
Capital Markets, Leveraged Finance, Finance, High Yield, Investment Banking, Restructuring
Education
Harvard Business School
MBA
Stanford University
RBC Capital Markets 2009 - Present
UBS Investment Bank 2001 - 2009
Morgan Stanley 1998 - 2001
Salomon Brothers 1997 - 1998
Deloitte & Touche 1993 - 1997
Skills
Capital Markets, Leveraged Finance, Finance, High Yield, Investment Banking, Restructuring
Education
Harvard Business School
MBA
Stanford University
Nicholas Julian Caplan's RBC Capital Markets Experience July 2011 - July 2014
Job COO/CFO at Bevel Labs, Inc.
Industry Capital Markets
Experience
Bevel Labs, Inc. January 2015 - Present
RBC Capital Markets July 2011 - July 2014
Standard & Poor's June 2010 - August 2010
Tate & Lyle January 2008 - June 2009
Skills
Financial Modeling, Valuation, Private Equity, Analysis, Capital Markets, Project Management, Financial Analysis, Emerging Markets, Investment Banking, Competitive Analysis, Strategy
Education
Yale University - Yale School of Management 2009 — 2011
MBA
Georgia Institute of Technology 2003 — 2007
BS, Chemical Engineering
Bevel Labs, Inc. January 2015 - Present
RBC Capital Markets July 2011 - July 2014
Standard & Poor's June 2010 - August 2010
Tate & Lyle January 2008 - June 2009
Skills
Financial Modeling, Valuation, Private Equity, Analysis, Capital Markets, Project Management, Financial Analysis, Emerging Markets, Investment Banking, Competitive Analysis, Strategy
Education
Yale University - Yale School of Management 2009 — 2011
MBA
Georgia Institute of Technology 2003 — 2007
BS, Chemical Engineering
Robert Botschka's RBC Capital Markets Experience April 2006 - November 2008
Job Senior Vice President Energy Project Finance at East West Bank
Industry Investment Banking
Experience
East West Bank September 2014 - Present
CamberLink July 2013 - August 2014
Lloyds Bank Wholesale Banking & Markets December 2009 - July 2013
Fitch Ratings December 2008 - November 2009
RBC Capital Markets April 2006 - November 2008
ANZ Investment Bank March 1997 - March 2006
Skills
Structured Finance, Project Finance, FINRA, Corporate Finance, Banking, Financial Risk, Credit, Financial Structuring, Derivatives, Equities, Leveraged Finance, Syndications, Strategy, Mergers & Acquisitions, Financial Services, Investment Banking, Loan Origination, Portfolio Management, Credit Analysis, Private Equity
Education
Georgetown University - The McDonough School of Business
MBA, Concentration in Finance
Rutgers, The State University of New Jersey-New Brunswick
BA
East West Bank September 2014 - Present
CamberLink July 2013 - August 2014
Lloyds Bank Wholesale Banking & Markets December 2009 - July 2013
Fitch Ratings December 2008 - November 2009
RBC Capital Markets April 2006 - November 2008
ANZ Investment Bank March 1997 - March 2006
Skills
Structured Finance, Project Finance, FINRA, Corporate Finance, Banking, Financial Risk, Credit, Financial Structuring, Derivatives, Equities, Leveraged Finance, Syndications, Strategy, Mergers & Acquisitions, Financial Services, Investment Banking, Loan Origination, Portfolio Management, Credit Analysis, Private Equity
Education
Georgetown University - The McDonough School of Business
MBA, Concentration in Finance
Rutgers, The State University of New Jersey-New Brunswick
BA
Melissa Serfaty's RBC Capital Markets Experience May 2014 - August 2014
Job Founding Partner at Dare2Impact
Industry Management Consulting
Experience
Dare2Impact January 2015 - Present
Canadian Junior Consulting Confederation November 2014 - Present
Junior Enterprise Desautels October 2012 - Present
RBC Capital Markets May 2014 - August 2014
tianji.com April 2013 - July 2013
Conde Nast China May 2012 - July 2012
Skills
Social Media, Marketing Communications, Event Planning, PowerPoint, Microsoft Excel, Microsoft Office, iMovie, MySQL, Business Planning, Strategic Consulting, Management, Marketing Strategy, French, Competitive Analysis, Strategy
Education
Harvard Business School
Master of Business Administration (M.B.A.)
McGill University 2012 — 2015
Bachelor’s Degree, Finance and Entrepreneurship, 3.9
Dare2Impact January 2015 - Present
Canadian Junior Consulting Confederation November 2014 - Present
Junior Enterprise Desautels October 2012 - Present
RBC Capital Markets May 2014 - August 2014
tianji.com April 2013 - July 2013
Conde Nast China May 2012 - July 2012
Skills
Social Media, Marketing Communications, Event Planning, PowerPoint, Microsoft Excel, Microsoft Office, iMovie, MySQL, Business Planning, Strategic Consulting, Management, Marketing Strategy, French, Competitive Analysis, Strategy
Education
Harvard Business School
Master of Business Administration (M.B.A.)
McGill University 2012 — 2015
Bachelor’s Degree, Finance and Entrepreneurship, 3.9
Nikhil Madhok's RBC Capital Markets Experience April 2013 - Present
Job RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets April 2013 - Present
Bank of America Merrill Lynch July 2011 - April 2013
RBC Capital Markets June 2010 - August 2010
PwC August 2005 - July 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Due Diligence, Financial Reporting, Accounting, Bloomberg, Internal Controls, Financial Accounting, Business Valuation, Investment Banking, US GAAP, Mergers
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance, Corporate Finance, Management
Georgetown University - The McDonough School of Business 2002 — 2005
BBA, Finance, Accounting
RBC Capital Markets April 2013 - Present
Bank of America Merrill Lynch July 2011 - April 2013
RBC Capital Markets June 2010 - August 2010
PwC August 2005 - July 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Due Diligence, Financial Reporting, Accounting, Bloomberg, Internal Controls, Financial Accounting, Business Valuation, Investment Banking, US GAAP, Mergers
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance, Corporate Finance, Management
Georgetown University - The McDonough School of Business 2002 — 2005
BBA, Finance, Accounting
Christina Boni's RBC Capital Markets Experience May 2009 - Present
Job Managing Director at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets May 2009 - Present
Fridson Investment Advisors March 2008 - May 2009
Donalson, Lufkin & Jenrette/Credit Suisse Securities (USA) LLC January 1995 - November 2007
Donaldson, Lufkin & Jenrette January 1994 - January 1995
Education
Harvard Business School 1992 — 1994
MBA
University of Pennsylvania - The Wharton School 1986 — 1990
BS, Economics
RBC Capital Markets May 2009 - Present
Fridson Investment Advisors March 2008 - May 2009
Donalson, Lufkin & Jenrette/Credit Suisse Securities (USA) LLC January 1995 - November 2007
Donaldson, Lufkin & Jenrette January 1994 - January 1995
Education
Harvard Business School 1992 — 1994
MBA
University of Pennsylvania - The Wharton School 1986 — 1990
BS, Economics
Francois X. Manzanares's RBC Capital Markets Experience 2005 - 2008
Job Conseiller/Advisor
Industry Financial Services
Experience
indépendant June 2011 - Present
BDC Siège Social, Montréal June 2009 - May 2011
RBC Capital Markets 2005 - 2008
RBC Banque Royale 2000 - 2005
RBC 1996 - 1999
Royal Bank of Canada Europe Limited, France 1992 - 1995
The Royal Bank of Canada (Suisse) SA 1990 - 1992
The Royal Bank of Canada Branch in Spain 1987 - 1990
Skills
Commerce..., Banque, Crédit, Banque commerciale, Finance d'entreprise, Management, Analyse financière, Gestion de portefeuille, Stratégie, Services financiers, Investissements, Risque de crédit
Education
HEC Lausanne - School of Business
Bcom, Commerce int'l, économie
HEC Montréal
CSA
indépendant June 2011 - Present
BDC Siège Social, Montréal June 2009 - May 2011
RBC Capital Markets 2005 - 2008
RBC Banque Royale 2000 - 2005
RBC 1996 - 1999
Royal Bank of Canada Europe Limited, France 1992 - 1995
The Royal Bank of Canada (Suisse) SA 1990 - 1992
The Royal Bank of Canada Branch in Spain 1987 - 1990
Skills
Commerce..., Banque, Crédit, Banque commerciale, Finance d'entreprise, Management, Analyse financière, Gestion de portefeuille, Stratégie, Services financiers, Investissements, Risque de crédit
Education
HEC Lausanne - School of Business
Bcom, Commerce int'l, économie
HEC Montréal
CSA
Kate Beers's RBC Capital Markets Experience July 2010 - August 2013
Job Senior Account Executive at Joele Frank
Industry Public Relations and Communications
Experience
Joele Frank September 2013 - Present
RBC Capital Markets July 2010 - August 2013
Education
Harvard University 2006 — 2010
Joele Frank September 2013 - Present
RBC Capital Markets July 2010 - August 2013
Education
Harvard University 2006 — 2010
Shiv Sharma's RBC Capital Markets Experience May 2011 - December 2013
Job Private Equity Associate at Palisade Capital Management
Industry Venture Capital & Private Equity
Experience
Palisade Capital Management March 2014 - Present
RBC Capital Markets May 2011 - December 2013
PNC Financial Services August 2010 - April 2011
Skills
Financial Modeling, Investment Banking, Corporate Finance, Bloomberg, Capital Markets, Equity Research, Valuation, LBO, Financial Analysis, Private Equity, Equities, Due Diligence, DCF, Alternative Investments, Fixed Income, Hedge Funds, Capital IQ
Education
University of Virginia 2009 — 2010
MS Commerce
Hampden-Sydney College 2005 — 2009
BA
The London School of Economics and Political Science (LSE) 2007 — 2008
Palisade Capital Management March 2014 - Present
RBC Capital Markets May 2011 - December 2013
PNC Financial Services August 2010 - April 2011
Skills
Financial Modeling, Investment Banking, Corporate Finance, Bloomberg, Capital Markets, Equity Research, Valuation, LBO, Financial Analysis, Private Equity, Equities, Due Diligence, DCF, Alternative Investments, Fixed Income, Hedge Funds, Capital IQ
Education
University of Virginia 2009 — 2010
MS Commerce
Hampden-Sydney College 2005 — 2009
BA
The London School of Economics and Political Science (LSE) 2007 — 2008
Katherine Gherty's RBC Capital Markets Experience August 2015 - Present
Job Investment Banking Associate at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets August 2015 - Present
RBC Capital Markets July 2012 - August 2015
RBC Capital Markets June 2011 - August 2011
Office of Congressman Mark Kirk 2010 - 2010
Skills
Valuation, Investment Banking, Corporate Finance, Financial Analysis, Equity Research, Financial Modeling, Financial Institutions
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor of Science (BS), Accounting & Finance
Charles University - Prague, Czech Republic 2010 — 2010
The Chinese University of Hong Kong 2010 — 2010
RBC Capital Markets August 2015 - Present
RBC Capital Markets July 2012 - August 2015
RBC Capital Markets June 2011 - August 2011
Office of Congressman Mark Kirk 2010 - 2010
Skills
Valuation, Investment Banking, Corporate Finance, Financial Analysis, Equity Research, Financial Modeling, Financial Institutions
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor of Science (BS), Accounting & Finance
Charles University - Prague, Czech Republic 2010 — 2010
The Chinese University of Hong Kong 2010 — 2010
Kathryn Lachman's RBC Capital Markets Experience August 2011 - Present
Job Vice President at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets August 2011 - Present
RBS Global Banking & Markets August 2009 - August 2011
Education
Georgetown University 2005 — 2009
BS, Accounting, Finance
Georgetown University - The McDonough School of Business 2005 — 2009
Bachelor of Science, Accounting, Finance
RBC Capital Markets August 2011 - Present
RBS Global Banking & Markets August 2009 - August 2011
Education
Georgetown University 2005 — 2009
BS, Accounting, Finance
Georgetown University - The McDonough School of Business 2005 — 2009
Bachelor of Science, Accounting, Finance
Jennifer Myung's RBC Capital Markets Experience July 2009 - June 2012
Job Institutional Equity Sales at Daewoo Securities
Industry Financial Services
Experience
Daewoo Securities April 2015 - Present
Daewoo Securities March 2014 - March 2015
ISI Group July 2012 - February 2014
RBC Capital Markets July 2009 - June 2012
UBS Investment Bank January 2006 - July 2008
Skills
Equity Research, Valuation, Bloomberg, LBO, Investment Banking, Financial Modeling, Equity Valuation, DCF, Market Research, Corporate Finance, High Yield, Capital Markets, Financial Analysis, Economics, Financial Markets, Private Equity, Equity Capital Markets, Financial Forecasting, Fixed Income, Equities, Alternative Investments, Hedge Funds, Emerging Markets
Education
New England Conservatory of Music 2002 — 2005
MA and GD, Music
Harvard University 1998 — 2002
BA, Economics
Daewoo Securities April 2015 - Present
Daewoo Securities March 2014 - March 2015
ISI Group July 2012 - February 2014
RBC Capital Markets July 2009 - June 2012
UBS Investment Bank January 2006 - July 2008
Skills
Equity Research, Valuation, Bloomberg, LBO, Investment Banking, Financial Modeling, Equity Valuation, DCF, Market Research, Corporate Finance, High Yield, Capital Markets, Financial Analysis, Economics, Financial Markets, Private Equity, Equity Capital Markets, Financial Forecasting, Fixed Income, Equities, Alternative Investments, Hedge Funds, Emerging Markets
Education
New England Conservatory of Music 2002 — 2005
MA and GD, Music
Harvard University 1998 — 2002
BA, Economics
David Villa's RBC Capital Markets Experience 2009 - 2012
Job Experienced Investment Banking Professional
Industry Investment Banking
Experience
Credit Suisse 2013 - Present
RBC Capital Markets 2009 - 2012
Citi 2007 - 2009
Skills
Investment Banking, Capital Markets, Financial Modeling, Valuation, Private Equity, LBO, Equities, Corporate Finance, Bloomberg, Fixed Income, Equity Research, Hedge Funds, DCF, Capital IQ, Due Diligence
Education
Harvard University 2003 — 2007
BA, Economics, Government
Credit Suisse 2013 - Present
RBC Capital Markets 2009 - 2012
Citi 2007 - 2009
Skills
Investment Banking, Capital Markets, Financial Modeling, Valuation, Private Equity, LBO, Equities, Corporate Finance, Bloomberg, Fixed Income, Equity Research, Hedge Funds, DCF, Capital IQ, Due Diligence
Education
Harvard University 2003 — 2007
BA, Economics, Government
Nhia Vang's RBC Capital Markets Experience March 2007 - October 2013
Job PCG Policy and Procedure Specialist at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management October 2013 - Present
RBC Capital Markets March 2007 - October 2013
Hiway Federal Credit Union November 2005 - March 2007
Education
Hamline University 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Minnesota-Twin Cities 2003 — 2008
Bachelor of Arts (B.A.), Communication Studies
RBC Wealth Management October 2013 - Present
RBC Capital Markets March 2007 - October 2013
Hiway Federal Credit Union November 2005 - March 2007
Education
Hamline University 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Minnesota-Twin Cities 2003 — 2008
Bachelor of Arts (B.A.), Communication Studies
Jennifer Hadiaris's RBC Capital Markets Experience October 2014 - June 2015
Job Market Structure at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank June 2015 - Present
RBC Capital Markets October 2014 - June 2015
RBC Capital Markets October 2013 - October 2014
RBC Capital Markets December 2010 - October 2013
RBC Capital Markets December 2005 - December 2010
Education
Harvard University 2001 — 2005
BA, Psychology
Deutsche Bank June 2015 - Present
RBC Capital Markets October 2014 - June 2015
RBC Capital Markets October 2013 - October 2014
RBC Capital Markets December 2010 - October 2013
RBC Capital Markets December 2005 - December 2010
Education
Harvard University 2001 — 2005
BA, Psychology
Miguel Herrera's RBC Capital Markets Experience 1996 - 1999
Job Impact Investing Venture Capital & Private Equity
Industry Investment Management
Experience
ACCION International, Frontier Investments Group September 2006 - Present
RADIUS Social Innovation Lab and Venture Incubator December 2013 - Present
Citigroup 1999 - 2006
RBC Capital Markets 1996 - 1999
Banco Wiese 1992 - 1993
Skills
Emerging Markets, Private Equity, Investments, Financial Modeling, Microfinance, Investment Banking, Capital Markets, Venture Capital, Banking, Entrepreneurship, Fixed Income, Portfolio Management, Corporate Finance, Valuation, Due Diligence
Education
Simon Fraser University 1993 — 1995
MBA
Queen's University 1988 — 1992
BaH, Econ
United World College, USA 1986 — 1988
International Baccalaureate
Markham College Lima Peru
Harvard Business School
Strategic Leadership for Microfinance
ACCION International, Frontier Investments Group September 2006 - Present
RADIUS Social Innovation Lab and Venture Incubator December 2013 - Present
Citigroup 1999 - 2006
RBC Capital Markets 1996 - 1999
Banco Wiese 1992 - 1993
Skills
Emerging Markets, Private Equity, Investments, Financial Modeling, Microfinance, Investment Banking, Capital Markets, Venture Capital, Banking, Entrepreneurship, Fixed Income, Portfolio Management, Corporate Finance, Valuation, Due Diligence
Education
Simon Fraser University 1993 — 1995
MBA
Queen's University 1988 — 1992
BaH, Econ
United World College, USA 1986 — 1988
International Baccalaureate
Markham College Lima Peru
Harvard Business School
Strategic Leadership for Microfinance
Nicholas Morello's RBC Capital Markets Experience October 1999 - January 2003
Job Financial Services Professional
Industry Financial Services
Experience
Plainfield Asset Management February 2005 - December 2009
Ramius Capital Group January 2003 - June 2004
RBC Capital Markets October 1999 - January 2003
Gleacher NatWest July 1997 - October 1999
BT Wolfensohn July 1995 - July 1997
Skills
Hedge Funds, Portfolio Management, High Yield, Private Equity, Valuation, Investment Banking, Equities, Fixed Income, Investments, Corporate Finance, Mergers & Acquisitions, Mergers, Capital Markets, Financial Modeling, Bloomberg, Special Situations, Securities, Alternative Investments, Asset Management, Fund Of Funds, Venture Capital, Due Diligence
Education
Georgetown University 1991 — 1995
BSBA
Fairfield Prep 1987 — 1991
Plainfield Asset Management February 2005 - December 2009
Ramius Capital Group January 2003 - June 2004
RBC Capital Markets October 1999 - January 2003
Gleacher NatWest July 1997 - October 1999
BT Wolfensohn July 1995 - July 1997
Skills
Hedge Funds, Portfolio Management, High Yield, Private Equity, Valuation, Investment Banking, Equities, Fixed Income, Investments, Corporate Finance, Mergers & Acquisitions, Mergers, Capital Markets, Financial Modeling, Bloomberg, Special Situations, Securities, Alternative Investments, Asset Management, Fund Of Funds, Venture Capital, Due Diligence
Education
Georgetown University 1991 — 1995
BSBA
Fairfield Prep 1987 — 1991
Alexandre Cléroux Perrault, M.Sc.'s RBC Capital Markets Experience November 2014 - Present
Job Analyst Debt Capital Markets and Derivatives Solutions at RBC Capital Markets
Industry Insurance
Experience
RBC Capital Markets November 2014 - Present
Deloitte Canada March 2013 - November 2014
HEC Montreal September 2011 - March 2013
Standard Life May 2011 - August 2011
Université de Montréal January 2011 - April 2011
Morneau Sobeco May 2010 - August 2010
Skills
Microsoft Office, Matlab, SAS, VBA, French, Microsoft Excel, R, C, QlikView, Data Mining, Financial Modeling
Education
HEC Montréal 2011 — 2013
M.Sc, Financial Engineering
Université de Montréal 2008 — 2011
Bachelor, Mathematics
RBC Capital Markets November 2014 - Present
Deloitte Canada March 2013 - November 2014
HEC Montreal September 2011 - March 2013
Standard Life May 2011 - August 2011
Université de Montréal January 2011 - April 2011
Morneau Sobeco May 2010 - August 2010
Skills
Microsoft Office, Matlab, SAS, VBA, French, Microsoft Excel, R, C, QlikView, Data Mining, Financial Modeling
Education
HEC Montréal 2011 — 2013
M.Sc, Financial Engineering
Université de Montréal 2008 — 2011
Bachelor, Mathematics
Rodrigo Novo de Oliveira's RBC Capital Markets Experience October 2012 - January 2015
Job Morgan Stanley Wealth Managemet
Industry Financial Services
Experience
Morgan Stanley February 2015 - Present
RBC Capital Markets October 2012 - January 2015
Merrill Lynch May 1998 - October 2012
POLTI SPA 1996 - 1998
Bank of Boston 1995 - 1996
Banco Sudameris do Brasil 1993 - 1995
Skills
Series 7, Series 66, Wealth Management, Fixed Income, Asset Allocation, Investment Advisory, Investment Strategies, Mutual Funds, Equities, Alternative Investments, Securities, Portfolio Management, Investments, Private Banking, Uniform Combined State..., ETFs, Trust Services, Series 63, High Net Worth..., Wealth Management..., Separately Managed..., Hedge Funds, Bonds, FINRA, Structured Products, Capital Markets, Investment Management, Asset Management, Financial Advisory, Financial Markets, Options, Derivatives
Education
Harvard University 2009 — 2009
Executive Program, Financial Advisor Executive Program
University of Pennsylvania - The Wharton School 2008 — 2008
Executive Program, Leadership for Financial Advisors
Ibmec 1993 — 1995
MBA, Finance
Universidade Paulista 1988 — 1992
Bachelor, Business Administration
Morgan Stanley February 2015 - Present
RBC Capital Markets October 2012 - January 2015
Merrill Lynch May 1998 - October 2012
POLTI SPA 1996 - 1998
Bank of Boston 1995 - 1996
Banco Sudameris do Brasil 1993 - 1995
Skills
Series 7, Series 66, Wealth Management, Fixed Income, Asset Allocation, Investment Advisory, Investment Strategies, Mutual Funds, Equities, Alternative Investments, Securities, Portfolio Management, Investments, Private Banking, Uniform Combined State..., ETFs, Trust Services, Series 63, High Net Worth..., Wealth Management..., Separately Managed..., Hedge Funds, Bonds, FINRA, Structured Products, Capital Markets, Investment Management, Asset Management, Financial Advisory, Financial Markets, Options, Derivatives
Education
Harvard University 2009 — 2009
Executive Program, Financial Advisor Executive Program
University of Pennsylvania - The Wharton School 2008 — 2008
Executive Program, Leadership for Financial Advisors
Ibmec 1993 — 1995
MBA, Finance
Universidade Paulista 1988 — 1992
Bachelor, Business Administration
Scott MacVicar's RBC Capital Markets Experience September 2011 - Present
Job Director Healthcare Banking at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets September 2011 - Present
Education
Glasgow Caledonian University
BSc Hons
The Association of Corporate Treasurers
AMCT
RBC Capital Markets September 2011 - Present
Education
Glasgow Caledonian University
BSc Hons
The Association of Corporate Treasurers
AMCT
Cory Markling's RBC Capital Markets Experience April 2012 - August 2014
Job Senior Manager Corporate Finance & Transaction Advisory at Baker Tilly Virchow Krause, LLP
Industry Investment Banking
Experience
RBC Capital Markets April 2012 - August 2014
World Fuel Services October 2011 - April 2012
Textron Financial April 2006 - March 2009
TCF Bank May 2005 - April 2006
Skills
Credit, Underwriting, Risk, Valuation, Financial Modeling, Equities, Corporate Finance, Structured Finance, Leveraged Finance, Treasury, Finance, Equity Research, Financial Analysis, Mergers, Due Diligence, Portfolio Management, Capital Markets, Commercial Banking
Education
Hamline University 2009 — 2010
MBA, Finance
St. Cloud State University 2000 — 2005
B.A., Economics & Finance
RBC Capital Markets April 2012 - August 2014
World Fuel Services October 2011 - April 2012
Textron Financial April 2006 - March 2009
TCF Bank May 2005 - April 2006
Skills
Credit, Underwriting, Risk, Valuation, Financial Modeling, Equities, Corporate Finance, Structured Finance, Leveraged Finance, Treasury, Finance, Equity Research, Financial Analysis, Mergers, Due Diligence, Portfolio Management, Capital Markets, Commercial Banking
Education
Hamline University 2009 — 2010
MBA, Finance
St. Cloud State University 2000 — 2005
B.A., Economics & Finance
andy ballou's RBC Capital Markets Experience July 2002 - Present
Job Director, Institutional Sales at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets July 2002 - Present
Red Coat Capital Management January 2001 - July 2002
CIBC World Markets February 1999 - January 2001
Skills
Series 7, Equities, Capital Markets, Series 63, Institutional Sales, Hedge Funds, Structured Products, Bloomberg, Derivatives, Alternative Investments, Trading, Equity Trading
Education
Hampden-Sydney College 1987 — 1991
Bachelor of Arts (BA), English Language and Literature, General
Ridgewood High School 1984 — 1987
RBC Capital Markets July 2002 - Present
Red Coat Capital Management January 2001 - July 2002
CIBC World Markets February 1999 - January 2001
Skills
Series 7, Equities, Capital Markets, Series 63, Institutional Sales, Hedge Funds, Structured Products, Bloomberg, Derivatives, Alternative Investments, Trading, Equity Trading
Education
Hampden-Sydney College 1987 — 1991
Bachelor of Arts (BA), English Language and Literature, General
Ridgewood High School 1984 — 1987
Peter Buzzi's RBC Capital Markets Experience July 1986 - Present
Job Investment Banker Mergers and Acquisitions
Industry Investment Banking
Experience
RBC Capital Markets July 1986 - Present
Skills
Strategic Advisory, Investment Banking
Education
Harvard Business School 1984 — 1986
MBA
University of Waterloo 1977 — 1982
BASc, Systems Design Engineering
RBC Capital Markets July 1986 - Present
Skills
Strategic Advisory, Investment Banking
Education
Harvard Business School 1984 — 1986
MBA
University of Waterloo 1977 — 1982
BASc, Systems Design Engineering
John Kaufmann's RBC Capital Markets Experience December 2010 - May 2015
Job Of Counsel at Greenberg Traurig, LLP
Industry Financial Services
Experience
Greenberg Traurig, LLP July 2015 - Present
Pleasant View Mobile Home Park, LLC November 2013 - Present
RBC Capital Markets December 2010 - May 2015
PwC February 2006 - December 2010
Skills
Corporate Tax, Tax Law, International Tax, Cross-border..., Tax, Private Equity, Mergers & Acquisitions, Tax Advisory, Corporate Law, Financial Analysis, Restructuring, Income Tax, Corporate Finance, Accounting, Financial Accounting, Transfer Pricing, Auditing, Financial Instruments, Hedge Funds, PE funds, Equity Derivatives, Interest Rate..., Credit Derivatives, FX Derivatives, Derivatives Trading, Fixed Income, Equities, Financial Structuring, Tax Accounting
Education
NYU 2003 — 2004
LL.M, Tax Law
Harvard Law School 1993 — 1996
JD, Law
The University of Chicago
AB, Classics and Classical Languages, Literatures, and Linguistics
The University of Texas at Austin
Master of Arts (M.A.), Indo European Lingusitics
Greenberg Traurig, LLP July 2015 - Present
Pleasant View Mobile Home Park, LLC November 2013 - Present
RBC Capital Markets December 2010 - May 2015
PwC February 2006 - December 2010
Skills
Corporate Tax, Tax Law, International Tax, Cross-border..., Tax, Private Equity, Mergers & Acquisitions, Tax Advisory, Corporate Law, Financial Analysis, Restructuring, Income Tax, Corporate Finance, Accounting, Financial Accounting, Transfer Pricing, Auditing, Financial Instruments, Hedge Funds, PE funds, Equity Derivatives, Interest Rate..., Credit Derivatives, FX Derivatives, Derivatives Trading, Fixed Income, Equities, Financial Structuring, Tax Accounting
Education
NYU 2003 — 2004
LL.M, Tax Law
Harvard Law School 1993 — 1996
JD, Law
The University of Chicago
AB, Classics and Classical Languages, Literatures, and Linguistics
The University of Texas at Austin
Master of Arts (M.A.), Indo European Lingusitics
Joseph P. Cunningham's RBC Capital Markets Experience January 2000 - Present
Job Managing Director at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets January 2000 - Present
Dain Rauscher Wessels January 1998 - January 2000
Rauscher Pierce Refsnes, Inc. December 1990 - January 1998
Skills
Equity Capital Markets, Debt Capital Markets, Mergers & Acquisitions
Education
Harvard Business School 1979 — 1981
MBA, with distinction, Finance
Georgetown University 1970 — 1974
AB, Government
RBC Capital Markets January 2000 - Present
Dain Rauscher Wessels January 1998 - January 2000
Rauscher Pierce Refsnes, Inc. December 1990 - January 1998
Skills
Equity Capital Markets, Debt Capital Markets, Mergers & Acquisitions
Education
Harvard Business School 1979 — 1981
MBA, with distinction, Finance
Georgetown University 1970 — 1974
AB, Government
Jason Gross, CFA's RBC Capital Markets Experience November 2010 - Present
Job Director at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets November 2010 - Present
RBC Capital Markets November 2006 - October 2010
RBC Capital Markets December 2003 - October 2006
Education
NYU Stern School of Business 2001 — 2003
MBA, Finance
Grinnell College 1991 — 1995
BA, Economics
RBC Capital Markets November 2010 - Present
RBC Capital Markets November 2006 - October 2010
RBC Capital Markets December 2003 - October 2006
Education
NYU Stern School of Business 2001 — 2003
MBA, Finance
Grinnell College 1991 — 1995
BA, Economics
Dan Skolds's RBC Capital Markets Experience 2003 - 2005
Job Managing Director, Investment Banking at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan 2005 - Present
RBC Capital Markets 2003 - 2005
Credit Suisse 1995 - 2002
Skills
Investment Banking, Corporate Finance..., Corporate Finance, Capital Markets, Private Equity, Financial Modeling, Mergers & Acquisitions, M&A experience, Valuation, Equities, LBO, Leveraged Finance, Due Diligence, Venture Capital, Private Placements, Banking, Strategic Financial...
Education
University of Chicago Graduate School of Business 1988 — 1990
Master of Business Administration (M.B.A.), Finance Specialization
Georgia Institute of Technology 1983 — 1985
Master of Science (M.S.), Civil Engineering
University of Illinois at Urbana-Champaign 1979 — 1983
Bachelor's Degree, Civil Engineering
J.P. Morgan 2005 - Present
RBC Capital Markets 2003 - 2005
Credit Suisse 1995 - 2002
Skills
Investment Banking, Corporate Finance..., Corporate Finance, Capital Markets, Private Equity, Financial Modeling, Mergers & Acquisitions, M&A experience, Valuation, Equities, LBO, Leveraged Finance, Due Diligence, Venture Capital, Private Placements, Banking, Strategic Financial...
Education
University of Chicago Graduate School of Business 1988 — 1990
Master of Business Administration (M.B.A.), Finance Specialization
Georgia Institute of Technology 1983 — 1985
Master of Science (M.S.), Civil Engineering
University of Illinois at Urbana-Champaign 1979 — 1983
Bachelor's Degree, Civil Engineering
Nikki Foraker's RBC Capital Markets Experience April 2006 - Present
Job RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets April 2006 - Present
MBNA 1992 - 2006
Skills
Investment Banking, Financial Modeling, Structured Products, Credit Derivatives, Interest Rate..., Securities, Financial Structuring
Education
Goldey Beacom College 1992 — 1996
Bachelor of Science (B.S.), Accounting
RBC Capital Markets April 2006 - Present
MBNA 1992 - 2006
Skills
Investment Banking, Financial Modeling, Structured Products, Credit Derivatives, Interest Rate..., Securities, Financial Structuring
Education
Goldey Beacom College 1992 — 1996
Bachelor of Science (B.S.), Accounting
Michael Carter's RBC Capital Markets Experience March 2013 - Present
Job CoHead, Technology Investment Banking Group, Member of Investment Banking Management Committee, RBC Capital Markets
Industry Investment Banking
Experience
The Executive Leadership Council February 2014 - Present
RBC Capital Markets March 2013 - Present
Alpha 2014 - 2014
CODE2040 2014 - 2014
CODE2040 2014 - 2014
Barclays Investment Bank September 2008 - December 2012
Lehman Brothers June 1994 - September 2008
Education
Harvard Business School 1992 — 1994
Master of Business Administration (MBA)
Washington University in St. Louis
The Executive Leadership Council February 2014 - Present
RBC Capital Markets March 2013 - Present
Alpha 2014 - 2014
CODE2040 2014 - 2014
CODE2040 2014 - 2014
Barclays Investment Bank September 2008 - December 2012
Lehman Brothers June 1994 - September 2008
Education
Harvard Business School 1992 — 1994
Master of Business Administration (MBA)
Washington University in St. Louis
Michael Grubert's RBC Capital Markets Experience 2011 - Present
Job Associate Director of Research and US Equity Product Manager at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets 2011 - Present
Frontpoint Partners 2009 - 2011
Morgan Stanley 1996 - 2008
Skills
Equity Research, Capital Markets, Securities, Valuation, Equities, Bloomberg, Hedge Funds, Financial Modeling, Series 7, Investment Banking, Series 24, Equity Trading
Education
Georgetown University 1988 — 1992
Bachelor of Arts (BA), English and History
St. John's University School of Law
Doctor of Law (J.D.)
RBC Capital Markets 2011 - Present
Frontpoint Partners 2009 - 2011
Morgan Stanley 1996 - 2008
Skills
Equity Research, Capital Markets, Securities, Valuation, Equities, Bloomberg, Hedge Funds, Financial Modeling, Series 7, Investment Banking, Series 24, Equity Trading
Education
Georgetown University 1988 — 1992
Bachelor of Arts (BA), English and History
St. John's University School of Law
Doctor of Law (J.D.)
Charles Constantin's RBC Capital Markets Experience November 2006 - August 2010
Job Head of Compliance and Regulatory Risk Americas at Commonwealth Bank
Industry Banking
Experience
Commonwealth Bank July 2015 - Present
Bank of Tokyo-Mitsubishi UFJ March 2012 - July 2015
Bank of Tokyo-Mitsubishi UFJ March 2012 - June 2015
Société Générale August 2010 - March 2012
RBC Capital Markets November 2006 - August 2010
Federal Reserve Bank of New York 1998 - 2001
Skills
Banking, AML, Financial Risk, Capital Markets, Risk Management, Structured Finance, Credit, Credit Risk, Corporate Finance, Derivatives, Loans, Operational Risk, Investment Banking, KYC, Commercial Banking, Securities, Fixed Income, Project Finance, Due Diligence
Education
Georgetown University - The McDonough School of Business 1994 — 1998
Bachelor of Business Administration (BBA), Accounting and Finance
Chaminade High School 1990 — 1994
High School Diploma
Commonwealth Bank July 2015 - Present
Bank of Tokyo-Mitsubishi UFJ March 2012 - July 2015
Bank of Tokyo-Mitsubishi UFJ March 2012 - June 2015
Société Générale August 2010 - March 2012
RBC Capital Markets November 2006 - August 2010
Federal Reserve Bank of New York 1998 - 2001
Skills
Banking, AML, Financial Risk, Capital Markets, Risk Management, Structured Finance, Credit, Credit Risk, Corporate Finance, Derivatives, Loans, Operational Risk, Investment Banking, KYC, Commercial Banking, Securities, Fixed Income, Project Finance, Due Diligence
Education
Georgetown University - The McDonough School of Business 1994 — 1998
Bachelor of Business Administration (BBA), Accounting and Finance
Chaminade High School 1990 — 1994
High School Diploma
Duff & Phelps
Needham & Company
AgFirst Farm Credit Bank
Farm Credit Bank of Texas
GreatAmerica Financial Services
GreatAmerica Leasing
Duff & Phelps, LLC
Royal Bank of Canada Capital Markets