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
RBC Capital Markets List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at RBC Capital Markets. You can filter them based on skills, years of employment, job, education, department, and prior employment.
RBC Capital Markets Salaries. You can even request information on how much does RBC Capital Markets pay if you want to. Learn about salaries, pros and cons of working for RBC Capital Markets directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Peter LaBate Peter LaBate's RBC Capital Markets Experience June 2012 - September 2013
Job Investment Banking Associate at Quazar Capital Corporation
Industry Investment Banking
Experience
Quazar Capital Corporation October 2013 - Present
RBC Capital Markets June 2012 - September 2013
Wells Fargo Financial Markets Program, Bulldog Fund LLC April 2011 - May 2012
Volunteer Income Tax Assitance VITA January 2012 - April 2012
CFA Institute Global Investment Research Challenge September 2011 - February 2012
Northwestern Mutual Financial Network April 2011 - February 2012
Skills
Investments, Financial Modeling, Equity Research, Financial Analysis, Finance, Mutual Funds, Equities, Portfolio Management, Asset Allocation, Trading, Analysis, Financial Markets, Quantitative Analytics, Fixed Income, Valuation, Equity Valuation
Education
University of Minnesota-Duluth 2007 — 2011
B Acc Bachelors of Accounting & BBA Financial Markets Finance, Accounting & Financial Markets Finance
Labovitz School of Business and Economics 2007 — 2011
B Acc Accounting & BBA Financial Markets- Finance, Portfolio Theory, Security Analysis, Derivative Investments, & Accounting
Academy of Holy Angels High School
Quazar Capital Corporation October 2013 - Present
RBC Capital Markets June 2012 - September 2013
Wells Fargo Financial Markets Program, Bulldog Fund LLC April 2011 - May 2012
Volunteer Income Tax Assitance VITA January 2012 - April 2012
CFA Institute Global Investment Research Challenge September 2011 - February 2012
Northwestern Mutual Financial Network April 2011 - February 2012
Skills
Investments, Financial Modeling, Equity Research, Financial Analysis, Finance, Mutual Funds, Equities, Portfolio Management, Asset Allocation, Trading, Analysis, Financial Markets, Quantitative Analytics, Fixed Income, Valuation, Equity Valuation
Education
University of Minnesota-Duluth 2007 — 2011
B Acc Bachelors of Accounting & BBA Financial Markets Finance, Accounting & Financial Markets Finance
Labovitz School of Business and Economics 2007 — 2011
B Acc Accounting & BBA Financial Markets- Finance, Portfolio Theory, Security Analysis, Derivative Investments, & Accounting
Academy of Holy Angels High School
Laura Fiacco Laura Fiacco's RBC Capital Markets Experience May 2014 - Present
Job Investment Banking Analyst at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets May 2014 - Present
University of Miami May 2013 - Present
University of Miami August 2012 - Present
Northwestern Mutual May 2013 - August 2013
Yogurt Company May 2013 - August 2013
Skills
Microsoft Excel, Proficient in Spanish, Leadership
Education
University of Miami - School of Business 2011 — 2015
Stanton College Prep
RBC Capital Markets May 2014 - Present
University of Miami May 2013 - Present
University of Miami August 2012 - Present
Northwestern Mutual May 2013 - August 2013
Yogurt Company May 2013 - August 2013
Skills
Microsoft Excel, Proficient in Spanish, Leadership
Education
University of Miami - School of Business 2011 — 2015
Stanton College Prep
Mike Liebowitz Mike Liebowitz's RBC Capital Markets Experience 1995 - January 2006
Job Managing Director at Stifel Nicolaus & Co.
Industry Financial Services
Experience
Stifel Financial Corp. April 2013 - Present
Knight Capital Group June 2008 - April 2013
Libertas Partners February 2006 - June 2008
RBC Capital Markets 1995 - January 2006
Wertheim Schroder August 1993 - 1995
Skills
Trading, Credit, Bonds, Fixed Income, Series 7, Bloomberg, Series 63, Hedge Funds, Management, Capital Markets, Alternative Investments, Equities, Electronic Trading, Credit Trading, Investment Banking
Education
NYU Stern School of Business 1999 — 2002
Master of Business Administration (M.B.A.), Finance and Management
University of Maryland College Park 1989 — 1993
Bachelor's degree, Finance
Stifel Financial Corp. April 2013 - Present
Knight Capital Group June 2008 - April 2013
Libertas Partners February 2006 - June 2008
RBC Capital Markets 1995 - January 2006
Wertheim Schroder August 1993 - 1995
Skills
Trading, Credit, Bonds, Fixed Income, Series 7, Bloomberg, Series 63, Hedge Funds, Management, Capital Markets, Alternative Investments, Equities, Electronic Trading, Credit Trading, Investment Banking
Education
NYU Stern School of Business 1999 — 2002
Master of Business Administration (M.B.A.), Finance and Management
University of Maryland College Park 1989 — 1993
Bachelor's degree, Finance
Scott Tuchfeld Scott Tuchfeld's RBC Capital Markets Experience March 2014 - Present
Job Associate at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets March 2014 - Present
RBS Markets & International Banking July 2012 - March 2014
RBS Global Banking & Markets June 2011 - August 2011
Wind-up Records May 2009 - August 2009
Intellicheck Mobilisa June 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Bloomberg, Capital Markets, Investment Banking, Credit Analysis, Debt, Financial Analysis, Corporate Finance, Fixed Income
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2012
BBA
RBC Capital Markets March 2014 - Present
RBS Markets & International Banking July 2012 - March 2014
RBS Global Banking & Markets June 2011 - August 2011
Wind-up Records May 2009 - August 2009
Intellicheck Mobilisa June 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Bloomberg, Capital Markets, Investment Banking, Credit Analysis, Debt, Financial Analysis, Corporate Finance, Fixed Income
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2012
BBA
Kathryn Neubauer Kathryn Neubauer's RBC Capital Markets Experience July 2014 - Present
Job Analyst at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets July 2014 - Present
RBC Capital Markets June 2013 - August 2013
Viacom June 2012 - August 2012
United States Senate May 2011 - August 2011
U.S. House of Representatives June 2010 - August 2010
United States Senate June 2008 - June 2008
Skills
Microsoft Excel
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2014
Bachelor of Business Administration (BBA)
RBC Capital Markets July 2014 - Present
RBC Capital Markets June 2013 - August 2013
Viacom June 2012 - August 2012
United States Senate May 2011 - August 2011
U.S. House of Representatives June 2010 - August 2010
United States Senate June 2008 - June 2008
Skills
Microsoft Excel
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2014
Bachelor of Business Administration (BBA)
Simon Bogdanowicz Simon Bogdanowicz's RBC Capital Markets Experience July 2007 - July 2010
Job Enterprise SaaS, Finance and Entrepreneur
Industry Information Technology and Services
Experience
StrongView January 2015 - Present
MarketMuse August 2014 - Present
Usablenet October 2013 - August 2014
Thomson Reuters September 2010 - October 2013
RBC Capital Markets July 2007 - July 2010
Credit Suisse May 2006 - August 2006
Skills
Mergers, Valuation, Financial Analysis, Financial Modeling, Accounting, Investment Banking, Sarbanes-Oxley Act, Corporate Finance, Investments, Finance, Private Equity, Business Strategy, Business Analysis, Banking, Strategic Planning, Project Management, Due Diligence, Business Development, Risk Management, Process Improvement, Mergers & Acquisitions, New Business Development, Strategy, Entrepreneurship, Financial Services, Analysis, Start-ups, Management Consulting, Portfolio Management, Analytics, Business Intelligence, Leadership, Sales, Negotiation, Enterprise Software, Selling, B2B, Mobile Devices, Management, Sales Process, SaaS, Marketing, Salesforce.com, CRM
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
BBA, Finance, Accounting, Business Information Technology
StrongView January 2015 - Present
MarketMuse August 2014 - Present
Usablenet October 2013 - August 2014
Thomson Reuters September 2010 - October 2013
RBC Capital Markets July 2007 - July 2010
Credit Suisse May 2006 - August 2006
Skills
Mergers, Valuation, Financial Analysis, Financial Modeling, Accounting, Investment Banking, Sarbanes-Oxley Act, Corporate Finance, Investments, Finance, Private Equity, Business Strategy, Business Analysis, Banking, Strategic Planning, Project Management, Due Diligence, Business Development, Risk Management, Process Improvement, Mergers & Acquisitions, New Business Development, Strategy, Entrepreneurship, Financial Services, Analysis, Start-ups, Management Consulting, Portfolio Management, Analytics, Business Intelligence, Leadership, Sales, Negotiation, Enterprise Software, Selling, B2B, Mobile Devices, Management, Sales Process, SaaS, Marketing, Salesforce.com, CRM
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
BBA, Finance, Accounting, Business Information Technology
Daniel Korman Daniel Korman's RBC Capital Markets Experience February 2011 - January 2013
Job MBA Candidate Currently seeking new opportunity
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2015 - June 2015
RBC Wealth Management February 2014 - February 2015
RBC Wealth Management January 2013 - February 2014
RBC Capital Markets February 2011 - January 2013
Wells Fargo May 2010 - February 2011
Skills
Investments, Series 7, Microsoft Office, Sales, Finance, Portfolio Management, Leadership, Mutual Funds, Financial Analysis, Series 66, Relationship Management, Morningstar
Education
University of Minnesota-Twin Cities
Master of Business Administration (M.B.A.), Finance
University of Minnesota-Duluth 2006 — 2010
BBA, Finance
Ameriprise Financial Services, Inc. March 2015 - June 2015
RBC Wealth Management February 2014 - February 2015
RBC Wealth Management January 2013 - February 2014
RBC Capital Markets February 2011 - January 2013
Wells Fargo May 2010 - February 2011
Skills
Investments, Series 7, Microsoft Office, Sales, Finance, Portfolio Management, Leadership, Mutual Funds, Financial Analysis, Series 66, Relationship Management, Morningstar
Education
University of Minnesota-Twin Cities
Master of Business Administration (M.B.A.), Finance
University of Minnesota-Duluth 2006 — 2010
BBA, Finance
Michael Heiser Michael Heiser's RBC Capital Markets Experience 2012 - Present
Job Compliance and Risk Manager at RBC Correspondent and Advisor Services
Industry Financial Services
Experience
RBC Capital Markets 2012 - Present
Wells Fargo Advisors August 2010 - January 2012
Morgan Stanley Smith Barney July 2008 - August 2010
Morgan Stanley April 2006 - July 2008
Morgan Stanley July 2004 - April 2006
Morgan Stanley May 2002 - June 2004
Morgan Stanley June 2001 - May 2002
Financial Industry Regulatory Authority March 2000 - March 2001
LPL Financial May 1998 - March 2000
Merrill Lynch June 1997 - March 1998
Skills
Series 7, Series 24, Series 8, Series 65, Series 63, Series 3, FINRA, Mutual Funds, Securities, Financial Risk, Equities, Hedge Funds, AML, Alternative Investments, Financial Services
Education
University of Minnesota-Twin Cities
RBC Capital Markets 2012 - Present
Wells Fargo Advisors August 2010 - January 2012
Morgan Stanley Smith Barney July 2008 - August 2010
Morgan Stanley April 2006 - July 2008
Morgan Stanley July 2004 - April 2006
Morgan Stanley May 2002 - June 2004
Morgan Stanley June 2001 - May 2002
Financial Industry Regulatory Authority March 2000 - March 2001
LPL Financial May 1998 - March 2000
Merrill Lynch June 1997 - March 1998
Skills
Series 7, Series 24, Series 8, Series 65, Series 63, Series 3, FINRA, Mutual Funds, Securities, Financial Risk, Equities, Hedge Funds, AML, Alternative Investments, Financial Services
Education
University of Minnesota-Twin Cities
Tom Flannigan Tom Flannigan's RBC Capital Markets Experience June 2012 - November 2012
Job Real Estate Consulting and Investments
Industry Real Estate
Experience
KW Commercial April 2013 - Present
Migizi communications November 2012 - April 2013
RBC Capital Markets June 2012 - November 2012
LSBE Financial Markets Program April 2011 - May 2012
UMD Economics Department October 2011 - April 2012
Tom's Pet Care January 2000 - January 2011
Skills
Investments, Real Estate, Financial Analysis, Economics, Research, Analysis, Microsoft Office, Microsoft Excel, Finance, Entrepreneurship, Project Management, Asset Management, Statistics, Investment Properties, Excel, Real Estate Investment..., Econometrics, Marketing, Public Speaking, Leadership, Customer Service, Real Estate Transactions
Education
University of Minnesota-Duluth 2008 — 2012
B.A, 2012 Economics; Financial Markets Finance
University of Waikato 2010 — 2010
Economics, Finance
KW Commercial April 2013 - Present
Migizi communications November 2012 - April 2013
RBC Capital Markets June 2012 - November 2012
LSBE Financial Markets Program April 2011 - May 2012
UMD Economics Department October 2011 - April 2012
Tom's Pet Care January 2000 - January 2011
Skills
Investments, Real Estate, Financial Analysis, Economics, Research, Analysis, Microsoft Office, Microsoft Excel, Finance, Entrepreneurship, Project Management, Asset Management, Statistics, Investment Properties, Excel, Real Estate Investment..., Econometrics, Marketing, Public Speaking, Leadership, Customer Service, Real Estate Transactions
Education
University of Minnesota-Duluth 2008 — 2012
B.A, 2012 Economics; Financial Markets Finance
University of Waikato 2010 — 2010
Economics, Finance
Michelle Dahl Michelle Dahl's RBC Capital Markets Experience January 2006 - April 2009
Job National Banking & Securities Marketing Lead at Deloitte Services LP
Industry Financial Services
Experience
Deloitte Services LP September 2015 - Present
Deloitte Services LP December 2010 - Present
RBC Capital Markets January 2006 - April 2009
RBC Capital Markets 2002 - 2005
RBC Dain Rauscher 1999 - 2001
Dain Rauscher January 1998 - June 1999
Dain Bosworth 1995 - 1997
Skills
Marketing Strategy, Marketing, Market Research, Marketing Communications, Advertising, Media Relations, Business Development, Product Marketing, Strategic Planning, Competitive Analysis, Strategic Communications, Sponsorship, Project Management, Management, Strategy, Leadership
Education
University of Minnesota Duluth 1991 — 1995
Honors B.A. - Business Admin., Marketing
University of Minnesota-Duluth 1991 — 1995
Bachelor of Business Administration (B.B.A.), Marketing
Deloitte Services LP September 2015 - Present
Deloitte Services LP December 2010 - Present
RBC Capital Markets January 2006 - April 2009
RBC Capital Markets 2002 - 2005
RBC Dain Rauscher 1999 - 2001
Dain Rauscher January 1998 - June 1999
Dain Bosworth 1995 - 1997
Skills
Marketing Strategy, Marketing, Market Research, Marketing Communications, Advertising, Media Relations, Business Development, Product Marketing, Strategic Planning, Competitive Analysis, Strategic Communications, Sponsorship, Project Management, Management, Strategy, Leadership
Education
University of Minnesota Duluth 1991 — 1995
Honors B.A. - Business Admin., Marketing
University of Minnesota-Duluth 1991 — 1995
Bachelor of Business Administration (B.B.A.), Marketing
Bryan Blum Bryan Blum's RBC Capital Markets Experience August 2009 - October 2011
Job Analyst at PointState Capital
Industry Investment Management
Experience
PointState Capital May 2015 - Present
Balyasny Asset Management L.P. February 2015 - April 2015
Suvretta Capital Management September 2013 - January 2015
Arlon Group October 2011 - August 2013
RBC Capital Markets August 2009 - October 2011
Citi May 2008 - August 2008
Skills
Bloomberg, Financial Modeling, Capital Markets, Hedge Funds, Equities, Value Investing, Convertible Bonds, Equity Research
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
BBA
Manalapan High School 2001 — 2005
PointState Capital May 2015 - Present
Balyasny Asset Management L.P. February 2015 - April 2015
Suvretta Capital Management September 2013 - January 2015
Arlon Group October 2011 - August 2013
RBC Capital Markets August 2009 - October 2011
Citi May 2008 - August 2008
Skills
Bloomberg, Financial Modeling, Capital Markets, Hedge Funds, Equities, Value Investing, Convertible Bonds, Equity Research
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
BBA
Manalapan High School 2001 — 2005
Richard Kellner's RBC Capital Markets Experience 1991 - 1998
Job Founder & CEO Enabling Precision Medicine for Providers, Patients, and Payers.
Industry Hospital & Health Care
Experience
Precision Medicine Network, Inc. 2014 - Present
Genome Health Solutions, Inc. 2011 - 2014
Kellner Group, Inc. 2008 - 2011
The Nielsen Company 2003 - 2008
NetRatings 1999 - 2003
Bear Stearns & Company 1998 - 1999
RBC Capital Markets 1991 - 1998
Skills
Entrepreneurship, Start-ups, Strategy, Leadership, Analytics, Business Development, Competitive Analysis, Mergers & Acquisitions, Healthcare, CRM, Management, Business Strategy, Management Consulting, Business Planning, Product Launch, Program Management, Strategic Partnerships, Market Analysis, Product Development, Integrated Marketing, Global Marketing, Corporate Development, Venture Capital, Product Management, Strategic Consulting, International Business, Genomics, Bioinformatics, Analysis, Executive Management, Commercialization, Market Research, Competitive Intelligence, Senior Executive..., Corporate Finance, Cross-functional Team..., Product Marketing, P&L Management, Mobile Health, Outsourcing, Segmentation, Go-to-market Strategy, Comparative...
Education
University of Massachusetts, Amherst
BA, Economics
Precision Medicine Network, Inc. 2014 - Present
Genome Health Solutions, Inc. 2011 - 2014
Kellner Group, Inc. 2008 - 2011
The Nielsen Company 2003 - 2008
NetRatings 1999 - 2003
Bear Stearns & Company 1998 - 1999
RBC Capital Markets 1991 - 1998
Skills
Entrepreneurship, Start-ups, Strategy, Leadership, Analytics, Business Development, Competitive Analysis, Mergers & Acquisitions, Healthcare, CRM, Management, Business Strategy, Management Consulting, Business Planning, Product Launch, Program Management, Strategic Partnerships, Market Analysis, Product Development, Integrated Marketing, Global Marketing, Corporate Development, Venture Capital, Product Management, Strategic Consulting, International Business, Genomics, Bioinformatics, Analysis, Executive Management, Commercialization, Market Research, Competitive Intelligence, Senior Executive..., Corporate Finance, Cross-functional Team..., Product Marketing, P&L Management, Mobile Health, Outsourcing, Segmentation, Go-to-market Strategy, Comparative...
Education
University of Massachusetts, Amherst
BA, Economics
Jessica Starosielec Jessica Starosielec's RBC Capital Markets Experience July 2015 - Present
Job Risk Management
Industry Financial Services
Experience
RBC Capital Markets July 2015 - Present
RBS Markets and International Banking August 2014 - 2015
Circle C Swim Center September 2013 - July 2014
Sylvan Learning April 2013 - June 2014
Mitsubishi UFJ Securities August 2011 - April 2013
Kaplan Test Prep June 2010 - August 2010
Skills
Capital Markets, Structured Products, Portfolio Management, Fixed Income, Options, Equities, Bloomberg, Bonds, Financial Markets, Derivatives, Emerging Markets, Hedge Funds, Quantitative Finance, Trading Systems, Market Risk, Investment Banking, Financial Analysis, Investments, Corporate Finance, Financial Modeling, Microsoft Office, Microsoft Excel
Education
University of Massachusetts, Amherst 2007 — 2011
BS, Mathematics
RBC Capital Markets July 2015 - Present
RBS Markets and International Banking August 2014 - 2015
Circle C Swim Center September 2013 - July 2014
Sylvan Learning April 2013 - June 2014
Mitsubishi UFJ Securities August 2011 - April 2013
Kaplan Test Prep June 2010 - August 2010
Skills
Capital Markets, Structured Products, Portfolio Management, Fixed Income, Options, Equities, Bloomberg, Bonds, Financial Markets, Derivatives, Emerging Markets, Hedge Funds, Quantitative Finance, Trading Systems, Market Risk, Investment Banking, Financial Analysis, Investments, Corporate Finance, Financial Modeling, Microsoft Office, Microsoft Excel
Education
University of Massachusetts, Amherst 2007 — 2011
BS, Mathematics
Greg Eichten Greg Eichten's RBC Capital Markets Experience October 2011 - Present
Job Senior Associate at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets October 2011 - Present
Capella University June 2009 - October 2011
Capella University December 2007 - June 2009
Thomson Reuters September 2006 - August 2007
Education
University of Minnesota-Duluth 2001 — 2005
Bachelor of Business Administration (B.B.A.), Marketing
RBC Capital Markets October 2011 - Present
Capella University June 2009 - October 2011
Capella University December 2007 - June 2009
Thomson Reuters September 2006 - August 2007
Education
University of Minnesota-Duluth 2001 — 2005
Bachelor of Business Administration (B.B.A.), Marketing
Will Pacheco Will Pacheco's RBC Capital Markets Experience September 2015 - Present
Job Incoming Investment Banking Analyst at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets September 2015 - Present
Carlson Funds Enterprise February 2015 - Present
EY June 2015 - August 2015
The Code Collective, LLC August 2014 - January 2015
Wealth Enhancement Group May 2014 - August 2014
CDW March 2013 - September 2013
San Francisco State University August 2011 - May 2012
Skills
Strategy, Strategic Communications, Public Speaking, DCF Valuation, Financial Analysis, Start-ups, Microsoft Office, Leadership, IT Strategy, Python, PowerPoint, Management, Excel Models, Microsoft Excel, Financial Modeling, Strategic Consulting, Content Strategy, SEO, Mobile Marketing, Finance, Project Accounting, Morningstar Office, Bloomberg Terminal, Fixed Income Analysis, Equity Research, Global Macro, Regression Analysis, Relative Value, Fundamental Analysis, CRM, Event Planning, WordPress, Research, Time Management, Portfolio Management
Education
University of Minnesota - Carlson School of Management 2012 — 2016
Bachelor of Science in Business (B.S.B), Finance
Cardinal Newman High School
High School
RBC Capital Markets September 2015 - Present
Carlson Funds Enterprise February 2015 - Present
EY June 2015 - August 2015
The Code Collective, LLC August 2014 - January 2015
Wealth Enhancement Group May 2014 - August 2014
CDW March 2013 - September 2013
San Francisco State University August 2011 - May 2012
Skills
Strategy, Strategic Communications, Public Speaking, DCF Valuation, Financial Analysis, Start-ups, Microsoft Office, Leadership, IT Strategy, Python, PowerPoint, Management, Excel Models, Microsoft Excel, Financial Modeling, Strategic Consulting, Content Strategy, SEO, Mobile Marketing, Finance, Project Accounting, Morningstar Office, Bloomberg Terminal, Fixed Income Analysis, Equity Research, Global Macro, Regression Analysis, Relative Value, Fundamental Analysis, CRM, Event Planning, WordPress, Research, Time Management, Portfolio Management
Education
University of Minnesota - Carlson School of Management 2012 — 2016
Bachelor of Science in Business (B.S.B), Finance
Cardinal Newman High School
High School
Adam Ahern Adam Ahern's RBC Capital Markets Experience May 2007 - November 2009
Job VP Finance at OrthoFi
Industry Financial Services
Experience
OrthoFi August 2015 - Present
Mercury Payment Systems August 2010 - March 2015
Macquarie Group April 2010 - August 2010
Financial Technology Partners January 2009 - March 2010
RBC Capital Markets May 2007 - November 2009
Motion Control Group (acquired by Ametek) 2005 - 2007
Skills
Strategic Partnerships, Payments, Financial Modeling, Mobile Payments, Mergers & Acquisitions, Strategy, Business Development, SaaS, Credit Cards, New Business Development, Salesforce.com, Start-ups
Education
University of Minnesota - Carlson School of Management 2003 — 2007
Bachelor of Science, Finance, Economics, Entrepreneurial Management
OrthoFi August 2015 - Present
Mercury Payment Systems August 2010 - March 2015
Macquarie Group April 2010 - August 2010
Financial Technology Partners January 2009 - March 2010
RBC Capital Markets May 2007 - November 2009
Motion Control Group (acquired by Ametek) 2005 - 2007
Skills
Strategic Partnerships, Payments, Financial Modeling, Mobile Payments, Mergers & Acquisitions, Strategy, Business Development, SaaS, Credit Cards, New Business Development, Salesforce.com, Start-ups
Education
University of Minnesota - Carlson School of Management 2003 — 2007
Bachelor of Science, Finance, Economics, Entrepreneurial Management
Sam Silverman's RBC Capital Markets Experience June 2015 - August 2015
Job Incoming TMT Investment Banking Analyst at Houlihan Lokey
Industry Investment Banking
Experience
RBC Capital Markets June 2015 - August 2015
JPMorgan Chase May 2014 - August 2014
Barnett Capital May 2013 - August 2013
Silverman Technologies December 2008 - December 2012
BCV June 2012 - August 2012
BCV June 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Time Management, Teamwork
Education
University of Michigan 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance
Highland Park High School 2008 — 2012
RBC Capital Markets June 2015 - August 2015
JPMorgan Chase May 2014 - August 2014
Barnett Capital May 2013 - August 2013
Silverman Technologies December 2008 - December 2012
BCV June 2012 - August 2012
BCV June 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Time Management, Teamwork
Education
University of Michigan 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance
Highland Park High School 2008 — 2012
Jeff Kruesel Jeff Kruesel's RBC Capital Markets Experience 2003 - 2009
Job Vice President of Business Development and Enterprise Finance
Industry Hospital & Health Care
Experience
UnitedHealthcare May 2015 - Present
UnitedHealth Group April 2012 - April 2015
3M 2010 - April 2012
OSK, Inc. 2009 - 2010
RBC Capital Markets 2003 - 2009
Piper Jaffray 1998 - 2003
ING 1996 - 1997
Ernst & Young 1993 - 1996
Skills
Corporate Finance, Due Diligence, Corporate Development, Mergers, Capital Markets, Mergers & Acquisitions, Investment Banking, Strategy, Finance, SEC filings, Investments, Internal Audit, Financial Modeling, Divestitures, Financial Reporting, Joint Ventures, Banking, Financial Services, Acquisitions, Financial Analysis, Management, Valuation, Leadership, Private Equity
Education
University of Pennsylvania - The Wharton School 2014 — 2014
UnitedHealth Group Executive Development Program
University of Minnesota - Carlson School of Management 1997 — 1998
MBA, Finance
Saint Cloud State University - G.R. Herberger College of Business 1989 — 1993
BS, Accounting
UnitedHealthcare May 2015 - Present
UnitedHealth Group April 2012 - April 2015
3M 2010 - April 2012
OSK, Inc. 2009 - 2010
RBC Capital Markets 2003 - 2009
Piper Jaffray 1998 - 2003
ING 1996 - 1997
Ernst & Young 1993 - 1996
Skills
Corporate Finance, Due Diligence, Corporate Development, Mergers, Capital Markets, Mergers & Acquisitions, Investment Banking, Strategy, Finance, SEC filings, Investments, Internal Audit, Financial Modeling, Divestitures, Financial Reporting, Joint Ventures, Banking, Financial Services, Acquisitions, Financial Analysis, Management, Valuation, Leadership, Private Equity
Education
University of Pennsylvania - The Wharton School 2014 — 2014
UnitedHealth Group Executive Development Program
University of Minnesota - Carlson School of Management 1997 — 1998
MBA, Finance
Saint Cloud State University - G.R. Herberger College of Business 1989 — 1993
BS, Accounting
Dan Fleischmann's RBC Capital Markets Experience August 2014 - Present
Job Investment Banking Analyst at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets August 2014 - Present
Ernst & Young 2012 - 2014
Fannie Mae 2011 - 2012
Skills
Forecasting, Financial Modeling, Financial Analysis, Business Analysis, Finance, Data Analysis, Analysis, Process Improvement, Financial Reporting, Business Process..., IT Strategy, Strategic Sourcing, Program Management, M&A experience, Management Consulting, Carve-outs, Management, Mergers, Outsourcing, Social Media, Strategy, Valuation, Business Strategy, Microsoft Office, Project Management
Education
University of Maryland College Park 2008 — 2011
Bachelors of Science, Finance
Virginia Tech
Project Management
RBC Capital Markets August 2014 - Present
Ernst & Young 2012 - 2014
Fannie Mae 2011 - 2012
Skills
Forecasting, Financial Modeling, Financial Analysis, Business Analysis, Finance, Data Analysis, Analysis, Process Improvement, Financial Reporting, Business Process..., IT Strategy, Strategic Sourcing, Program Management, M&A experience, Management Consulting, Carve-outs, Management, Mergers, Outsourcing, Social Media, Strategy, Valuation, Business Strategy, Microsoft Office, Project Management
Education
University of Maryland College Park 2008 — 2011
Bachelors of Science, Finance
Virginia Tech
Project Management
Erin Kamenitz Erin Kamenitz's RBC Capital Markets Experience November 2013 - October 2014
Job Project Manager
Industry Investment Banking
Experience
Morgan Stanley October 2014 - Present
RBC Capital Markets November 2013 - October 2014
RBC Capital Markets March 2011 - October 2013
RBC Capital Markets September 2009 - March 2011
RBC Capital Markets April 2009 - September 2009
Skills
Fixed Income, Derivatives, Capital Markets, MBS, Middle Office, Bloomberg, Trading Systems, Trading, CDS, Electronic Trading, Credit Derivatives, Swaps, Bonds, Series 7, Structured Products, Series 63, Back Office, Emerging Markets, Settlement
Education
University of Michigan 1995 — 1999
Bachelor's degree, Economics
Morgan Stanley October 2014 - Present
RBC Capital Markets November 2013 - October 2014
RBC Capital Markets March 2011 - October 2013
RBC Capital Markets September 2009 - March 2011
RBC Capital Markets April 2009 - September 2009
Skills
Fixed Income, Derivatives, Capital Markets, MBS, Middle Office, Bloomberg, Trading Systems, Trading, CDS, Electronic Trading, Credit Derivatives, Swaps, Bonds, Series 7, Structured Products, Series 63, Back Office, Emerging Markets, Settlement
Education
University of Michigan 1995 — 1999
Bachelor's degree, Economics
Caleb Koerbel's RBC Capital Markets Experience May 2015 - Present
Job Global Markets Summer Analyst at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets May 2015 - Present
Rose Capital Advisors May 2014 - May 2015
Northwestern Mutual May 2013 - May 2014
University of Miami Football August 2013 - March 2014
University of Miami August 2012 - July 2013
Skills
Finance, Microsoft Office, Time Management, Customer Service, Financial Analysis, Wealth Management, Microsoft Excel, Marketing Strategy, PowerPoint, Microsoft Word, Research, Social Media, Strategic Planning, Strategic Financial..., Insurance, Mutual Funds
Education
University of Miami - School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Accounting
Pine Crest High School
RBC Capital Markets May 2015 - Present
Rose Capital Advisors May 2014 - May 2015
Northwestern Mutual May 2013 - May 2014
University of Miami Football August 2013 - March 2014
University of Miami August 2012 - July 2013
Skills
Finance, Microsoft Office, Time Management, Customer Service, Financial Analysis, Wealth Management, Microsoft Excel, Marketing Strategy, PowerPoint, Microsoft Word, Research, Social Media, Strategic Planning, Strategic Financial..., Insurance, Mutual Funds
Education
University of Miami - School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Accounting
Pine Crest High School
Boris Pevzner's RBC Capital Markets Experience July 2013 - Present
Job Investment Banking Analyst at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets July 2013 - Present
RBC Capital Markets June 2012 - August 2012
New Oriental Education & Technology Group (NYSE:EDU) June 2011 - August 2011
Skills
Financial Modeling, Business Strategy, Research, Bloomberg
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
Bachelor's of Business Administration, Finance
Fair Lawn High School 2005 — 2009
RBC Capital Markets July 2013 - Present
RBC Capital Markets June 2012 - August 2012
New Oriental Education & Technology Group (NYSE:EDU) June 2011 - August 2011
Skills
Financial Modeling, Business Strategy, Research, Bloomberg
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
Bachelor's of Business Administration, Finance
Fair Lawn High School 2005 — 2009
Shanti Akkineni Shanti Akkineni's RBC Capital Markets Experience 2010 - Present
Job Senior Business Analyst/User Interface Design at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets 2010 - Present
Nomura Securities 2009 - 2010
Calyon Securities 2008 - 2010
Drake Management May 2007 - March 2008
UBS Investment Bank February 2005 - April 2007
Skills
User Interface Design, Trading Systems, Fixed Income, Derivatives, Equities, Capital Markets, Business Analysis
Education
University of Michigan 2000 — 2004
RBC Capital Markets 2010 - Present
Nomura Securities 2009 - 2010
Calyon Securities 2008 - 2010
Drake Management May 2007 - March 2008
UBS Investment Bank February 2005 - April 2007
Skills
User Interface Design, Trading Systems, Fixed Income, Derivatives, Equities, Capital Markets, Business Analysis
Education
University of Michigan 2000 — 2004
Garrett McConnach Garrett McConnach's RBC Capital Markets Experience March 2012 - May 2014
Job Portfolio Administrator at RBC Global Asset Management (U.S.) Inc.
Industry Financial Services
Experience
RBC Global Asset Management (U.S.) Inc. May 2014 - Present
RBC Capital Markets March 2012 - May 2014
RBC Capital Markets May 2010 - March 2012
LSBE Financial Markets Program March 2009 - May 2010
Regis Corporation May 2009 - August 2009
Regis Corporation May 2008 - August 2008
Regis Corporation May 2007 - August 2007
Skills
Fundamental Analysis, Technical Analysis, International Finance, Political Science, Finance, Financial Markets, Microsoft Excel
Education
University of St. Thomas 2013 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Minnesota Duluth 2006 — 2010
B.B.A., Financial Markets, Finance
RBC Global Asset Management (U.S.) Inc. May 2014 - Present
RBC Capital Markets March 2012 - May 2014
RBC Capital Markets May 2010 - March 2012
LSBE Financial Markets Program March 2009 - May 2010
Regis Corporation May 2009 - August 2009
Regis Corporation May 2008 - August 2008
Regis Corporation May 2007 - August 2007
Skills
Fundamental Analysis, Technical Analysis, International Finance, Political Science, Finance, Financial Markets, Microsoft Excel
Education
University of St. Thomas 2013 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Minnesota Duluth 2006 — 2010
B.B.A., Financial Markets, Finance
Max Penn's RBC Capital Markets Experience July 2015 - Present
Job Investment Banking Analyst at RBC Capital Markets, Mergers & Acquisitions
Industry Financial Services
Experience
RBC Capital Markets July 2015 - Present
RBC Capital Markets June 2014 - August 2014
Gordon Brothers Group May 2013 - August 2013
Consensus Advisors May 2013 - August 2013
Puritan Cape Cod June 2008 - December 2012
Skills
Finance, Sales, Microsoft Excel, Customer Service, Retail, Leveraged Finance, PowerPoint, Financial Modeling, Investment Banking, Valuation, Research, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Emphases in Accounting and Finance
Barnstable High School 2006 — 2011
RBC Capital Markets July 2015 - Present
RBC Capital Markets June 2014 - August 2014
Gordon Brothers Group May 2013 - August 2013
Consensus Advisors May 2013 - August 2013
Puritan Cape Cod June 2008 - December 2012
Skills
Finance, Sales, Microsoft Excel, Customer Service, Retail, Leveraged Finance, PowerPoint, Financial Modeling, Investment Banking, Valuation, Research, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Emphases in Accounting and Finance
Barnstable High School 2006 — 2011
Graham Kohan Graham Kohan's RBC Capital Markets Experience July 2011 - July 2013
Job Associate at Carlyle GMS Finance
Industry Investment Management
Experience
The Carlyle Group January 2015 - Present
H.I.G. Capital August 2013 - January 2015
RBC Capital Markets July 2011 - July 2013
Saunders Murdock & Associates July 2010 - August 2010
Cedar Street Capital, LLC May 2010 - July 2010
Skills
Investment Banking, Capital Markets, Bloomberg, Valuation, Financial Modeling, LBO, Corporate Finance, Financial Analysis
Education
University of Michigan 2007 — 2011
Bachelor of Science (B.S.), Industrial and Operations Engineering
Westminster School 2003 — 2007
The Carlyle Group January 2015 - Present
H.I.G. Capital August 2013 - January 2015
RBC Capital Markets July 2011 - July 2013
Saunders Murdock & Associates July 2010 - August 2010
Cedar Street Capital, LLC May 2010 - July 2010
Skills
Investment Banking, Capital Markets, Bloomberg, Valuation, Financial Modeling, LBO, Corporate Finance, Financial Analysis
Education
University of Michigan 2007 — 2011
Bachelor of Science (B.S.), Industrial and Operations Engineering
Westminster School 2003 — 2007
Nico Foley's RBC Capital Markets Experience June 2015 - August 2015
Job Investment Banking Intern at REORIENT Group Limited
Industry Investment Banking
Experience
REORIENT GROUP LIMITED May 2014 - Present
RBC Capital Markets June 2015 - August 2015
WIKA Alexander Wiegand SE & Co KG July 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor's Degree, Accounting and Finance, Junior
Bronxville High School 2008 — 2012
High School
REORIENT GROUP LIMITED May 2014 - Present
RBC Capital Markets June 2015 - August 2015
WIKA Alexander Wiegand SE & Co KG July 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor's Degree, Accounting and Finance, Junior
Bronxville High School 2008 — 2012
High School
Nicholas Fazzari Nicholas Fazzari's RBC Capital Markets Experience July 2015 - Present
Job Investment Banking Analyst at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets July 2015 - Present
Sagent Advisors May 2014 - August 2014
Ally Financial Inc. May 2013 - August 2013
Ronnies All-American Barbecue May 2009 - July 2013
Trien Rosenberg LLP May 2010 - May 2011
Skills
Microsoft Excel, Microsoft Word, Financial Analysis, Entrepreneurship, Financial Modeling, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Accounting, 3.86/4.00
Seton Hall Preparatory
University of Michigan
University of Michigan
RBC Capital Markets July 2015 - Present
Sagent Advisors May 2014 - August 2014
Ally Financial Inc. May 2013 - August 2013
Ronnies All-American Barbecue May 2009 - July 2013
Trien Rosenberg LLP May 2010 - May 2011
Skills
Microsoft Excel, Microsoft Word, Financial Analysis, Entrepreneurship, Financial Modeling, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Accounting, 3.86/4.00
Seton Hall Preparatory
University of Michigan
University of Michigan
Billy Kuehn Billy Kuehn's RBC Capital Markets Experience September 2013 - June 2014
Job Equity Execution Trading at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets September 2013 - June 2014
RBC Capital Markets June 2013 - August 2013
Deer Run Golf Club April 2008 - September 2012
Skills
Financial Analysis, Teamwork, Microsoft Excel, Financial Modeling, Public Speaking, PowerPoint, Accounting, Access, Microsoft Word, Client Relations Skills, Customer Service, Asset Management, Bloomberg Terminal, Trading, Securities, Presentations, Research, Back Office, Series 7, Series 66
Education
University of Minnesota-Duluth 2010 — 2013
Bachelor of Business Administration (B.B.A.), Financial Markets Finance
Minnetonka High School 2006 — 2010
RBC Capital Markets September 2013 - June 2014
RBC Capital Markets June 2013 - August 2013
Deer Run Golf Club April 2008 - September 2012
Skills
Financial Analysis, Teamwork, Microsoft Excel, Financial Modeling, Public Speaking, PowerPoint, Accounting, Access, Microsoft Word, Client Relations Skills, Customer Service, Asset Management, Bloomberg Terminal, Trading, Securities, Presentations, Research, Back Office, Series 7, Series 66
Education
University of Minnesota-Duluth 2010 — 2013
Bachelor of Business Administration (B.B.A.), Financial Markets Finance
Minnetonka High School 2006 — 2010
Joshua Segel's RBC Capital Markets Experience July 2010 - May 2012
Job Investment Associate at Allianz Capital Partners
Industry Venture Capital & Private Equity
Experience
Allianz Capital Partners July 2015 - Present
GCM Grosvenor January 2014 - June 2015
Credit Suisse Private Equity (Customized Fund Investment Group) May 2012 - December 2013
RBC Capital Markets July 2010 - May 2012
P&M Corporate Finance June 2009 - August 2009
Skills
Investment Banking, Private Equity, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Capital Markets, Investments, Due Diligence, Equities
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
BBA, Finance and Accounting
Allianz Capital Partners July 2015 - Present
GCM Grosvenor January 2014 - June 2015
Credit Suisse Private Equity (Customized Fund Investment Group) May 2012 - December 2013
RBC Capital Markets July 2010 - May 2012
P&M Corporate Finance June 2009 - August 2009
Skills
Investment Banking, Private Equity, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Capital Markets, Investments, Due Diligence, Equities
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
BBA, Finance and Accounting
Robert Johnson, MBA's RBC Capital Markets Experience June 2011 - Present
Job Planning & Analysis Lead at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets June 2011 - Present
CIBC May 2003 - July 2012
Scotiabank January 2001 - May 2003
University of Miami January 1999 - August 2000
RBC Royal Bank August 1994 - September 1998
Skills
Analysis, Banking, Budgets, Business Analysis, Business Planning, Finance, Financial Analysis, Forecasting, Leadership, Management, Project Planning, Risk Management, Strategic Planning, Strategy, Team Building, Training
Education
University of Miami - School of Business 1998 — 2000
MBA, Finance & International Business
University of Toronto Mississauga 1989 — 1993
BA, Political Science and History
RBC Capital Markets June 2011 - Present
CIBC May 2003 - July 2012
Scotiabank January 2001 - May 2003
University of Miami January 1999 - August 2000
RBC Royal Bank August 1994 - September 1998
Skills
Analysis, Banking, Budgets, Business Analysis, Business Planning, Finance, Financial Analysis, Forecasting, Leadership, Management, Project Planning, Risk Management, Strategic Planning, Strategy, Team Building, Training
Education
University of Miami - School of Business 1998 — 2000
MBA, Finance & International Business
University of Toronto Mississauga 1989 — 1993
BA, Political Science and History
Cary Kelly Cary Kelly's RBC Capital Markets Experience June 2001 - April 2003
Job Analyst at CMK Advisors
Industry Investment Management
Experience
CMK Advisors February 2008 - Present
OTA Asset Management May 2003 - June 2007
RBC Capital Markets June 2001 - April 2003
IBM Global Services October 1996 - July 1999
Arthur Andersen Business Consulting August 1991 - August 1996
Education
University of Michigan Business School 1999 — 2001
MBA, Finance, Accounting
College of William and Mary 1987 — 1991
BBA, Major in Accounting, Minor in Computer Science
CMK Advisors February 2008 - Present
OTA Asset Management May 2003 - June 2007
RBC Capital Markets June 2001 - April 2003
IBM Global Services October 1996 - July 1999
Arthur Andersen Business Consulting August 1991 - August 1996
Education
University of Michigan Business School 1999 — 2001
MBA, Finance, Accounting
College of William and Mary 1987 — 1991
BBA, Major in Accounting, Minor in Computer Science
Megan Waldvogel Megan Waldvogel's RBC Capital Markets Experience June 2013 - August 2013
Job Firmwide Strategy Senior Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs September 2015 - Present
Evercore June 2014 - September 2015
RBC Capital Markets June 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Skills
Bloomberg, Financial Modeling, Microsoft Office, Valuation, Investment Banking, Financial Analysis, Finance, Research, Mergers & Acquisitions
Education
University of Michigan 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance
Goldman Sachs September 2015 - Present
Evercore June 2014 - September 2015
RBC Capital Markets June 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Skills
Bloomberg, Financial Modeling, Microsoft Office, Valuation, Investment Banking, Financial Analysis, Finance, Research, Mergers & Acquisitions
Education
University of Michigan 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance
Corey Javer's RBC Capital Markets Experience July 2014 - Present
Job Investment Banking Analyst at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets July 2014 - Present
J.P. Morgan June 2013 - July 2014
Bright Futures August 2011 - April 2013
Grosvenor Capital Management May 2012 - August 2012
Phi Kappa Psi Fraternity January 2011 - December 2011
Broadridge Financial May 2011 - August 2011
Skills
Financial Analysis, Microsoft Excel, Economics, Accounting, PowerPoint, Investments, Microsoft Office, Bloomberg, Data Analysis, Microsoft Word, Research, Risk Management, Due Diligence, Hedge Funds, Portfolio Management, Analysis, Finance
Education
University of Michigan 2009 — 2013
BBA, Accounting and Finance
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
BBA, Accounting and Finance
RBC Capital Markets July 2014 - Present
J.P. Morgan June 2013 - July 2014
Bright Futures August 2011 - April 2013
Grosvenor Capital Management May 2012 - August 2012
Phi Kappa Psi Fraternity January 2011 - December 2011
Broadridge Financial May 2011 - August 2011
Skills
Financial Analysis, Microsoft Excel, Economics, Accounting, PowerPoint, Investments, Microsoft Office, Bloomberg, Data Analysis, Microsoft Word, Research, Risk Management, Due Diligence, Hedge Funds, Portfolio Management, Analysis, Finance
Education
University of Michigan 2009 — 2013
BBA, Accounting and Finance
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
BBA, Accounting and Finance
(Esther) Grace Paulsen's RBC Capital Markets Experience October 2012 - 2015
Job M&A Investment Banking at KGSAlpha Capital Markets
Industry Banking
Experience
KGS-Alpha Capital Markets, L.P. March 2015 - Present
RBC Capital Markets October 2012 - 2015
New York University January 2012 - January 2013
RBC Capital Markets June 2012 - August 2012
Intrinsic Investment Management August 2011 - November 2011
Atlantic Trust September 2010 - December 2010
Harper's Bazaar January 2010 - May 2010
Skills
Microsoft Excel, IRESS, Capital IQ, Bloomberg
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
Bachelor of Science, Finance & International Business
NYU Study Abroad Prague 2011 — 2011
Finance & International Business
University of Melbourne 2011 — 2011
International Business Exchange Program, Finance and International Business
KGS-Alpha Capital Markets, L.P. March 2015 - Present
RBC Capital Markets October 2012 - 2015
New York University January 2012 - January 2013
RBC Capital Markets June 2012 - August 2012
Intrinsic Investment Management August 2011 - November 2011
Atlantic Trust September 2010 - December 2010
Harper's Bazaar January 2010 - May 2010
Skills
Microsoft Excel, IRESS, Capital IQ, Bloomberg
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
Bachelor of Science, Finance & International Business
NYU Study Abroad Prague 2011 — 2011
Finance & International Business
University of Melbourne 2011 — 2011
International Business Exchange Program, Finance and International Business
Jigar Majmundar's RBC Capital Markets Experience June 2012 - August 2012
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2014 - Present
Guggenheim Partners June 2013 - August 2013
RBC Capital Markets June 2012 - August 2012
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Accounting
Wells Fargo Securities June 2014 - Present
Guggenheim Partners June 2013 - August 2013
RBC Capital Markets June 2012 - August 2012
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Accounting
Cindy Turkington, CFP®, CDFA™ Cindy Turkington, CFP®, CDFA™'s RBC Capital Markets Experience 1995 - 2005
Job CERTIFIED FINANCIAL PLANNER™ Professional and Certified Divorce Financial Analyst™ at Fair Trust Financial LLC
Industry Investment Management
Experience
Fair Trust Financial LLC December 2011 - Present
Doxa Financial LLC April 2009 - September 2011
Focus Financial Network, Inc. 2007 - 2007
RBC Capital Markets 1995 - 2005
Wilke/Thompson Capital Management 1993 - 1995
Skills
Retirement Planning, Wealth Management, Investments, Certified Financial..., Certified Divorce..., Financial Planning, Investment Advisory, High Net Worth..., 401k, Defined Benefit/Cash..., Asset Management, Asset Allocation, Risk Management, Small Business
Education
University of Minnesota - Carlson School of Management
BS Business Management, Finance
Fair Trust Financial LLC December 2011 - Present
Doxa Financial LLC April 2009 - September 2011
Focus Financial Network, Inc. 2007 - 2007
RBC Capital Markets 1995 - 2005
Wilke/Thompson Capital Management 1993 - 1995
Skills
Retirement Planning, Wealth Management, Investments, Certified Financial..., Certified Divorce..., Financial Planning, Investment Advisory, High Net Worth..., 401k, Defined Benefit/Cash..., Asset Management, Asset Allocation, Risk Management, Small Business
Education
University of Minnesota - Carlson School of Management
BS Business Management, Finance
Samuel Huang Samuel Huang's RBC Capital Markets Experience July 2007 - August 2008
Job Principal Financial Analyst at Capital One
Industry Financial Services
Experience
Capital One June 2013 - September 2014
Deloitte May 2012 - August 2012
The McLean Group August 2008 - July 2011
RBC Capital Markets July 2007 - August 2008
Miller Brewing Company May 2006 - August 2006
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
MBA
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
BBA, Finance and Accounting
Capital One June 2013 - September 2014
Deloitte May 2012 - August 2012
The McLean Group August 2008 - July 2011
RBC Capital Markets July 2007 - August 2008
Miller Brewing Company May 2006 - August 2006
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
MBA
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
BBA, Finance and Accounting
Nicholas Peters's RBC Capital Markets Experience December 2013 - Present
Job Fixed Income Trader at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets December 2013 - Present
RBC Capital Markets May 2013 - December 2013
RBC Capital Markets March 2013 - May 2013
RBC Wealth Management March 2011 - March 2013
Financial Markets Program September 2009 - May 2010
University of Minnesota Duluth September 2006 - May 2010
J & P Professional Painers May 2006 - September 2009
Duluth Transit Authority October 2008 - April 2009
Skills
Leadership, Microsoft Office, Finance, Trading, Portfolio Management, Strategy, Teamwork, Investments, Time Management, Financial Markets, Microsoft Excel, ThomsonOne, Bloomberg Terminal, Equities, Fixed Income, Bloomberg, Series 7, Microsoft Word, PowerPoint, Bonds, Options
Education
University of Saint Thomas - School of Business 2013 — 2016
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
University of Minnesota Duluth 2006 — 2010
Financial Markets Finance, Finance
RBC Capital Markets December 2013 - Present
RBC Capital Markets May 2013 - December 2013
RBC Capital Markets March 2013 - May 2013
RBC Wealth Management March 2011 - March 2013
Financial Markets Program September 2009 - May 2010
University of Minnesota Duluth September 2006 - May 2010
J & P Professional Painers May 2006 - September 2009
Duluth Transit Authority October 2008 - April 2009
Skills
Leadership, Microsoft Office, Finance, Trading, Portfolio Management, Strategy, Teamwork, Investments, Time Management, Financial Markets, Microsoft Excel, ThomsonOne, Bloomberg Terminal, Equities, Fixed Income, Bloomberg, Series 7, Microsoft Word, PowerPoint, Bonds, Options
Education
University of Saint Thomas - School of Business 2013 — 2016
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
University of Minnesota Duluth 2006 — 2010
Financial Markets Finance, Finance
Eric Crowley Eric Crowley's RBC Capital Markets Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at RBC Capital Markets
Industry
Experience
RBC Capital Markets June 2015 - August 2015
Theta Chi Fraternity September 2013 - September 2014
Congressional Capital, LLC May 2014 - August 2014
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
Winston Churchill High School 2008 — 2012
RBC Capital Markets June 2015 - August 2015
Theta Chi Fraternity September 2013 - September 2014
Congressional Capital, LLC May 2014 - August 2014
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
Winston Churchill High School 2008 — 2012
Marc Scharf Marc Scharf's RBC Capital Markets Experience February 2008 - January 2015
Job CoChief Investment Officer at Bookmark Advisors, a member of Advisory Services Network, LLC
Industry Financial Services
Experience
Bookmarkadvisors.com June 2015 - Present
RBC Capital Markets February 2008 - January 2015
Skills
Portfolio Management
Education
University of Massachusetts, Amherst 1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance
University of Massachusetts, Amherst
Bookmarkadvisors.com June 2015 - Present
RBC Capital Markets February 2008 - January 2015
Skills
Portfolio Management
Education
University of Massachusetts, Amherst 1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance
University of Massachusetts, Amherst
Tom Coler Tom Coler's RBC Capital Markets Experience January 1998 - August 2001
Job Senior Financial Executive | Global Manufacturing | Consumer Products, Medical Technology | Emerging Growth & Strategy
Industry Consumer Goods
Experience
Polaris Industries August 2012 - Present
Ecolab September 2011 - July 2012
Ecolab March 2010 - August 2011
Boston Scientific October 2007 - February 2010
Boston Scientific February 2005 - September 2007
Boston Scientific July 2003 - December 2004
Westwood Holdings Group Inc. January 2003 - July 2003
Citizens Funds August 2001 - January 2003
RBC Capital Markets January 1998 - August 2001
KPMG January 1996 - December 1997
Skills
Finance, Forecasting, Cross-functional Team..., Process Improvement, Financial Analysis, Financial Reporting, Financial Modeling, Leadership, Portfolio Management, Business Process..., Acquisition Integration, Cost Accounting, Strategic Financial..., Equities, Supply Chain, IPO
Education
University of Minnesota-Twin Cities 1996 — 1997
MBA, Finance
University of Minnesota-Twin Cities 1991 — 1994
Bachelor of Science, Finance
Polaris Industries August 2012 - Present
Ecolab September 2011 - July 2012
Ecolab March 2010 - August 2011
Boston Scientific October 2007 - February 2010
Boston Scientific February 2005 - September 2007
Boston Scientific July 2003 - December 2004
Westwood Holdings Group Inc. January 2003 - July 2003
Citizens Funds August 2001 - January 2003
RBC Capital Markets January 1998 - August 2001
KPMG January 1996 - December 1997
Skills
Finance, Forecasting, Cross-functional Team..., Process Improvement, Financial Analysis, Financial Reporting, Financial Modeling, Leadership, Portfolio Management, Business Process..., Acquisition Integration, Cost Accounting, Strategic Financial..., Equities, Supply Chain, IPO
Education
University of Minnesota-Twin Cities 1996 — 1997
MBA, Finance
University of Minnesota-Twin Cities 1991 — 1994
Bachelor of Science, Finance
Scott Berg Scott Berg's RBC Capital Markets Experience 1998 - 2002
Job
Industry Investment Banking
Experience
Needham & Company April 2015 - Present
Northland Securities June 2012 - April 2015
Feltl and Company December 2009 - May 2012
ThinkEquity Partners 2008 - 2009
Robert Half Technology 2004 - 2008
First Albany Capital 2002 - 2003
RBC Capital Markets 1998 - 2002
Skills
Enterprise Software, Financial Modeling, Temporary Placement, Investments, Equities, Financial Analysis, Equity Research, Valuation, Asset Management, Series 7, Capital Markets, Personnel Management, Research, Asset Managment, Strategic Planning, Portfolio Management, Strategy, Due Diligence
Education
University of Minnesota - Carlson School of Management
MBA, Finance
University of Minnesota-Twin Cities
BA, Economics
Needham & Company April 2015 - Present
Northland Securities June 2012 - April 2015
Feltl and Company December 2009 - May 2012
ThinkEquity Partners 2008 - 2009
Robert Half Technology 2004 - 2008
First Albany Capital 2002 - 2003
RBC Capital Markets 1998 - 2002
Skills
Enterprise Software, Financial Modeling, Temporary Placement, Investments, Equities, Financial Analysis, Equity Research, Valuation, Asset Management, Series 7, Capital Markets, Personnel Management, Research, Asset Managment, Strategic Planning, Portfolio Management, Strategy, Due Diligence
Education
University of Minnesota - Carlson School of Management
MBA, Finance
University of Minnesota-Twin Cities
BA, Economics
Gregory Dawley Gregory Dawley's RBC Capital Markets Experience May 2015 - Present
Job Managing Director at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets May 2015 - Present
Morgan Stanley June 2008 - May 2015
Merrill Lynch May 2003 - June 2008
Banc One Capital Markets May 2001 - May 2003
Media.Net Communications May 2000 - February 2001
J.P. Morgan October 1997 - May 2000
City of Los Angeles July 1993 - September 1997
Riordan for Mayor December 1996 - June 1997
Riordan for Mayor June 1992 - June 1993
Skills
Bonds, Capital Markets, Corporate Development, Derivatives, Economic Development, Economics, Equities, Finance, Financial Modeling, Fixed Income, Government, Hedge Funds, Investment Banking, Investments, Leadership, Policy Analysis, Private Equity, Public Finance, Public Policy, Securities, Series 7, Strategy
Education
University of Southern California 1990 — 1992
Masters of Public Policy, Business Policy
University of Michigan 1986 — 1990
B.A., Political Science
RBC Capital Markets May 2015 - Present
Morgan Stanley June 2008 - May 2015
Merrill Lynch May 2003 - June 2008
Banc One Capital Markets May 2001 - May 2003
Media.Net Communications May 2000 - February 2001
J.P. Morgan October 1997 - May 2000
City of Los Angeles July 1993 - September 1997
Riordan for Mayor December 1996 - June 1997
Riordan for Mayor June 1992 - June 1993
Skills
Bonds, Capital Markets, Corporate Development, Derivatives, Economic Development, Economics, Equities, Finance, Financial Modeling, Fixed Income, Government, Hedge Funds, Investment Banking, Investments, Leadership, Policy Analysis, Private Equity, Public Finance, Public Policy, Securities, Series 7, Strategy
Education
University of Southern California 1990 — 1992
Masters of Public Policy, Business Policy
University of Michigan 1986 — 1990
B.A., Political Science
Matt Glazier Matt Glazier's RBC Capital Markets Experience September 2009 - July 2013
Job Hutchin Hill Capital
Industry Capital Markets
Experience
Hutchin Hill Capital August 2013 - Present
RBC Capital Markets September 2009 - July 2013
Morgan Stanley August 2008 - August 2008
Moore Capital Management June 2008 - July 2008
Skills
Trading, Arbitrage, Global Macro, FX Options, Rates, Bloomberg, Valuation, Investments
Education
University of Michigan 2005 — 2009
BA, Organizational Studies
Noble and Greenough 2001 — 2005
Diploma, High Honors
Hutchin Hill Capital August 2013 - Present
RBC Capital Markets September 2009 - July 2013
Morgan Stanley August 2008 - August 2008
Moore Capital Management June 2008 - July 2008
Skills
Trading, Arbitrage, Global Macro, FX Options, Rates, Bloomberg, Valuation, Investments
Education
University of Michigan 2005 — 2009
BA, Organizational Studies
Noble and Greenough 2001 — 2005
Diploma, High Honors
Charles Dotson's RBC Capital Markets Experience June 2015 - August 2015
Job Incoming Investment Banking Analyst at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets June 2015 - August 2015
The Ross BBA Golf Club February 2014 - August 2015
University of Michigan Ross School of Business 2012 - 2015
Tennessee Outdoor Furnaces May 2014 - August 2014
Properties Extraordinaire May 2014 - August 2014
Skills
Microsoft Excel, Leadership, Team Building, Business Strategy, Big-picture Thinking, Teamwork, Sage 50 Accounting, Microsoft Streets &..., Financial Modeling, Data Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor's Degree, Finance/Accounting
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Accounting and Finance
RBC Capital Markets June 2015 - August 2015
The Ross BBA Golf Club February 2014 - August 2015
University of Michigan Ross School of Business 2012 - 2015
Tennessee Outdoor Furnaces May 2014 - August 2014
Properties Extraordinaire May 2014 - August 2014
Skills
Microsoft Excel, Leadership, Team Building, Business Strategy, Big-picture Thinking, Teamwork, Sage 50 Accounting, Microsoft Streets &..., Financial Modeling, Data Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor's Degree, Finance/Accounting
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Accounting and Finance
David Elgart David Elgart's RBC Capital Markets Experience May 2004 - May 2007
Job Director at Providence Equity Benefit Street Partners
Industry Real Estate
Experience
Providence Equity - Benefit Street Partners April 2015 - Present
Natixis September 2011 - April 2015
Citadel Investment Group April 2010 - September 2011
ICP Capital November 2009 - April 2010
Aberdeen Realty Holdings November 2008 - November 2009
Sheldrake Organization July 2008 - November 2008
Credit Suisse May 2007 - May 2008
RBC Capital Markets May 2004 - May 2007
Skills
Real Estate Finance, CMBS, Structuring, Capital Markets, Underwriting, Credit, Loans, Debt, Valuation, Financial Modeling, Asset Management, Real Estate Investment, Financial Analysis, Credit Analysis, Real Estate, Fixed Income, Structured Finance, Securitization, Restructuring, Series 7, Mortgage, Risk Management, Cash Flow, Investments, Asset Managment, Real Estate Economics, Banking, Mergers & Acquisitions, Financial Structuring, Finance, Equities
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
BBA, Finance
University of Michigan 2000 — 2002
Bachelor of Business Administration, Finance
Providence Equity - Benefit Street Partners April 2015 - Present
Natixis September 2011 - April 2015
Citadel Investment Group April 2010 - September 2011
ICP Capital November 2009 - April 2010
Aberdeen Realty Holdings November 2008 - November 2009
Sheldrake Organization July 2008 - November 2008
Credit Suisse May 2007 - May 2008
RBC Capital Markets May 2004 - May 2007
Skills
Real Estate Finance, CMBS, Structuring, Capital Markets, Underwriting, Credit, Loans, Debt, Valuation, Financial Modeling, Asset Management, Real Estate Investment, Financial Analysis, Credit Analysis, Real Estate, Fixed Income, Structured Finance, Securitization, Restructuring, Series 7, Mortgage, Risk Management, Cash Flow, Investments, Asset Managment, Real Estate Economics, Banking, Mergers & Acquisitions, Financial Structuring, Finance, Equities
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
BBA, Finance
University of Michigan 2000 — 2002
Bachelor of Business Administration, Finance
Atishay Sinha Atishay Sinha's RBC Capital Markets Experience July 2015 - Present
Job Investment Banking Associate at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets July 2015 - Present
RBC Capital Markets June 2014 - August 2014
Ultimate Medical Academy July 2012 - June 2013
Ultimate Medical Academy June 2011 - June 2012
Ultimate Medical Academy June 2010 - May 2011
Skills
Data Analysis, Business Analytics, Business Intelligence, Market Research, Financial Modeling, Business Analysis, Analytics, Business Strategy, Marketing, Program Management, Market Analysis, Business Process..., Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Michigan 2005 — 2009
Bachelor of Science, Economics
RBC Capital Markets July 2015 - Present
RBC Capital Markets June 2014 - August 2014
Ultimate Medical Academy July 2012 - June 2013
Ultimate Medical Academy June 2011 - June 2012
Ultimate Medical Academy June 2010 - May 2011
Skills
Data Analysis, Business Analytics, Business Intelligence, Market Research, Financial Modeling, Business Analysis, Analytics, Business Strategy, Marketing, Program Management, Market Analysis, Business Process..., Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Michigan 2005 — 2009
Bachelor of Science, Economics
Owen Clements's RBC Capital Markets Experience 2005 - 2007
Job Looking for opportunities where I can best utilize my experiences and education
Industry Financial Services
Experience
RBC Capital Markets 2005 - 2007
RBC Dain Rauscher 2002 - 2005
Tucker Anthony 2000 - 2002
Education
University of Massachusetts Boston 2008 — 2012
Bachelor of Arts (B.A.), Economics
RBC Capital Markets 2005 - 2007
RBC Dain Rauscher 2002 - 2005
Tucker Anthony 2000 - 2002
Education
University of Massachusetts Boston 2008 — 2012
Bachelor of Arts (B.A.), Economics
Peter Zukanoff Peter Zukanoff's RBC Capital Markets Experience March 2014 - Present
Job Senior Associate Equity Trading Liaison at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets March 2014 - Present
Buddy's Kitchen, Inc. September 2013 - March 2014
Fountain Valley Golf Course June 2008 - September 2013
Duluth Area Family YMCA September 2012 - May 2013
Super One Foods October 2011 - May 2012
Skills
Microsoft Office, Customer Service, Social Networking, Marketing, Oral & Written..., Interpersonal Skill, Leadership, Financial Analysis, Corporate Finance, Teamwork, Business Analytics, Management, Microsoft Excel, Team Building
Education
University of Minnesota Duluth 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, Senior
Eastview Highschool 2005 — 2009
RBC Capital Markets March 2014 - Present
Buddy's Kitchen, Inc. September 2013 - March 2014
Fountain Valley Golf Course June 2008 - September 2013
Duluth Area Family YMCA September 2012 - May 2013
Super One Foods October 2011 - May 2012
Skills
Microsoft Office, Customer Service, Social Networking, Marketing, Oral & Written..., Interpersonal Skill, Leadership, Financial Analysis, Corporate Finance, Teamwork, Business Analytics, Management, Microsoft Excel, Team Building
Education
University of Minnesota Duluth 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, Senior
Eastview Highschool 2005 — 2009
Jacqueline Walsh Jacqueline Walsh's RBC Capital Markets Experience October 2013 - March 2014
Job eCommerce Merchandising Coordinator at Lord & Taylor
Industry Retail
Experience
Lord & Taylor March 2014 - Present
RBC Capital Markets October 2013 - March 2014
American Museum of Natural History June 2012 - August 2012
Saks Fifth Avenue June 2010 - August 2011
Skills
Microsoft Excel, Event Management, Customer Service, Retail Marketing, Non-profits..., Marketing, Leadership, Advertising, Retail, Time Management, Sales, Hospitality, Management, Executive..., Merchandising, Financial Services, E-commerce, Microsoft Office, PowerPoint
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Science (B.S.), Hospitality Administration/Management
John Cabot University
International Exchange, Hospitality Administration/Management
Lord & Taylor March 2014 - Present
RBC Capital Markets October 2013 - March 2014
American Museum of Natural History June 2012 - August 2012
Saks Fifth Avenue June 2010 - August 2011
Skills
Microsoft Excel, Event Management, Customer Service, Retail Marketing, Non-profits..., Marketing, Leadership, Advertising, Retail, Time Management, Sales, Hospitality, Management, Executive..., Merchandising, Financial Services, E-commerce, Microsoft Office, PowerPoint
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Science (B.S.), Hospitality Administration/Management
John Cabot University
International Exchange, Hospitality Administration/Management
Andrew Roth Andrew Roth's RBC Capital Markets Experience July 2010 - September 2012
Job Associate at StepStone Group
Industry Venture Capital & Private Equity
Experience
StepStone Group March 2014 - Present
Centerbridge Partners September 2012 - March 2014
RBC Capital Markets July 2010 - September 2012
McLagan May 2009 - August 2009
Skills
Financial Modeling, Capital Markets, Investment Banking, Financial Analysis, Valuation, Private Equity, Corporate Finance, Due Diligence, Investments
Education
University of Michigan 2006 — 2010
BA, Economics
StepStone Group March 2014 - Present
Centerbridge Partners September 2012 - March 2014
RBC Capital Markets July 2010 - September 2012
McLagan May 2009 - August 2009
Skills
Financial Modeling, Capital Markets, Investment Banking, Financial Analysis, Valuation, Private Equity, Corporate Finance, Due Diligence, Investments
Education
University of Michigan 2006 — 2010
BA, Economics
Eric LaBelle Eric LaBelle's RBC Capital Markets Experience May 2010 - December 2012
Job Sales Analyst at Vista Outdoor Inc.
Industry Marketing and Advertising
Experience
Vista Outdoor Inc. April 2014 - Present
The Schwan Food Company December 2012 - April 2014
RBC Capital Markets May 2010 - December 2012
Fastenal Co August 2009 - May 2010
RBC Wealth Management December 2008 - March 2009
RBC Capital Markets May 2007 - February 2009
RBC Wealth Management June 2007 - August 2008
Home Depot May 2006 - August 2006
Skills
Marketing, Sales, SEO, Customer Service, B2B, Entrepreneurship, Microsoft Excel, Retail, Finance, Photoshop, Adobe Creative Suite, Account Management, Analysis
Education
University of Minnesota Duluth 2006 — 2010
Bachelors of Business Administration, Marketing
University of Waikato 2009 — 2009
BBA, Marketing
Vista Outdoor Inc. April 2014 - Present
The Schwan Food Company December 2012 - April 2014
RBC Capital Markets May 2010 - December 2012
Fastenal Co August 2009 - May 2010
RBC Wealth Management December 2008 - March 2009
RBC Capital Markets May 2007 - February 2009
RBC Wealth Management June 2007 - August 2008
Home Depot May 2006 - August 2006
Skills
Marketing, Sales, SEO, Customer Service, B2B, Entrepreneurship, Microsoft Excel, Retail, Finance, Photoshop, Adobe Creative Suite, Account Management, Analysis
Education
University of Minnesota Duluth 2006 — 2010
Bachelors of Business Administration, Marketing
University of Waikato 2009 — 2009
BBA, Marketing
Justin S. Matson Justin S. Matson's RBC Capital Markets Experience July 2013 - October 2014
Job Analyst, Golub Capital
Industry Financial Services
Experience
Golub Capital November 2014 - Present
RBC Capital Markets July 2013 - October 2014
Financial Derivatives and Risk Management Club September 2011 - May 2013
RBC Capital Markets June 2012 - August 2012
T3 Trading Group, LLC May 2011 - August 2011
T3 Capital Management May 2010 - August 2010
Bodega November 2009 - April 2010
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2013
Bachelor of Business Administration (BBA), Finance and Accounting, Senior
Golub Capital November 2014 - Present
RBC Capital Markets July 2013 - October 2014
Financial Derivatives and Risk Management Club September 2011 - May 2013
RBC Capital Markets June 2012 - August 2012
T3 Trading Group, LLC May 2011 - August 2011
T3 Capital Management May 2010 - August 2010
Bodega November 2009 - April 2010
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2013
Bachelor of Business Administration (BBA), Finance and Accounting, Senior
Benjamin Abrams Benjamin Abrams's RBC Capital Markets Experience August 2010 - June 2012
Job Analyst at Alkeon Capital
Industry Research
Experience
Alkeon Capital Management August 2013 - Present
Deutsche Bank June 2012 - 2013
RBC Capital Markets August 2010 - June 2012
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
BBA, Finance
Alkeon Capital Management August 2013 - Present
Deutsche Bank June 2012 - 2013
RBC Capital Markets August 2010 - June 2012
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
BBA, Finance
Jeffrey Eichenberg Jeffrey Eichenberg's RBC Capital Markets Experience March 1995 - September 2005
Job Capital Markets Professional
Industry Capital Markets
Experience
CRT Capital Group LLC November 2006 - Present
RBC Capital Markets March 1995 - September 2005
Kidder, Peabody December 1990 - February 1995
Skills
Trading, Equity Derivatives, Bonds, Capital Structure, Fixed Income, Special Situations, Derivatives, Alternative Investments, Hedge Funds, Capital Markets, Options, Proprietary Trading, Credit Derivatives, High Yield, Equities, Bloomberg, Series 7, Equity Trading, Equity Research, Structured Products
Education
University of Michigan 1986 — 1990
BA, Economics
Eastchester HS 1982 — 1986
CRT Capital Group LLC November 2006 - Present
RBC Capital Markets March 1995 - September 2005
Kidder, Peabody December 1990 - February 1995
Skills
Trading, Equity Derivatives, Bonds, Capital Structure, Fixed Income, Special Situations, Derivatives, Alternative Investments, Hedge Funds, Capital Markets, Options, Proprietary Trading, Credit Derivatives, High Yield, Equities, Bloomberg, Series 7, Equity Trading, Equity Research, Structured Products
Education
University of Michigan 1986 — 1990
BA, Economics
Eastchester HS 1982 — 1986
Vishrudh Santaprakash Vishrudh Santaprakash's RBC Capital Markets Experience August 2015 - Present
Job Mergers & Acquisitions Investment Banking at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets August 2015 - Present
Petsky Prunier LLC July 2013 - July 2015
Moelis & Company July 2012 - June 2013
Moelis & Company June 2011 - August 2011
UBS Financial Services, Inc. May 2010 - August 2010
Managed Asset Portfolios, LLC June 2009 - August 2009
Skills
Valuation, Capital IQ, Investment Banking, Financial Modeling, LBO, Corporate Finance, Bloomberg, Mergers & Acquisitions, Due Diligence, Strategic Advisory, ThomsonOne, Microsoft Office, Private Placements, M&A experience, Financial Analysis, Investments, Data Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2012
Bachelor of Business Administration (B.B.A.), Accounting & Finance
Detroit Country Day
RBC Capital Markets August 2015 - Present
Petsky Prunier LLC July 2013 - July 2015
Moelis & Company July 2012 - June 2013
Moelis & Company June 2011 - August 2011
UBS Financial Services, Inc. May 2010 - August 2010
Managed Asset Portfolios, LLC June 2009 - August 2009
Skills
Valuation, Capital IQ, Investment Banking, Financial Modeling, LBO, Corporate Finance, Bloomberg, Mergers & Acquisitions, Due Diligence, Strategic Advisory, ThomsonOne, Microsoft Office, Private Placements, M&A experience, Financial Analysis, Investments, Data Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2012
Bachelor of Business Administration (B.B.A.), Accounting & Finance
Detroit Country Day
Sam Jacobs's RBC Capital Markets Experience June 2015 - August 2015
Job Executive Director at Relay for Life at the University of Michigan (MRelay)
Industry Financial Services
Experience
Relay for Life at the University of Michigan (MRelay) April 2015 - Present
TAMID Israel Investment Group September 2013 - Present
RBC Capital Markets June 2015 - August 2015
Centerbridge Partners May 2014 - August 2014
SportTechie December 2013 - May 2014
Relay for Life at the University of Michigan (MRelay) April 2013 - April 2014
Skills
Microsoft Excel, Analytical Skills, Teamwork, Communication, Conversational in..., Social Media, Leadership, Research, Event Planning
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Accounting and Finance
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
BBA
Relay for Life at the University of Michigan (MRelay) April 2015 - Present
TAMID Israel Investment Group September 2013 - Present
RBC Capital Markets June 2015 - August 2015
Centerbridge Partners May 2014 - August 2014
SportTechie December 2013 - May 2014
Relay for Life at the University of Michigan (MRelay) April 2013 - April 2014
Skills
Microsoft Excel, Analytical Skills, Teamwork, Communication, Conversational in..., Social Media, Leadership, Research, Event Planning
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Accounting and Finance
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
BBA
Raymond Navarro Raymond Navarro's RBC Capital Markets Experience August 2007 - June 2011
Job Enterprise Sales Area Manager at Tableau Software
Industry Computer Software
Experience
Tableau Software October 2014 - Present
Centric Brand Anthropology, Inc. May 2013 - October 2014
BBVA July 2011 - May 2012
RBC Capital Markets August 2007 - June 2011
Skills
Account Management, Business Development, International Sales, Data Analysis, New Business Development, Salesforce.com, Project Management, Strategy, Data Modeling, Presentations, Marketing Strategy, Derivatives
Education
University of Minnesota - Carlson School of Management 2003 — 2007
BS, Finance, General
Tableau Software October 2014 - Present
Centric Brand Anthropology, Inc. May 2013 - October 2014
BBVA July 2011 - May 2012
RBC Capital Markets August 2007 - June 2011
Skills
Account Management, Business Development, International Sales, Data Analysis, New Business Development, Salesforce.com, Project Management, Strategy, Data Modeling, Presentations, Marketing Strategy, Derivatives
Education
University of Minnesota - Carlson School of Management 2003 — 2007
BS, Finance, General
Morad Elhafed Morad Elhafed's RBC Capital Markets Experience July 2005 - July 2008
Job partner at battery ventures private equity
Industry Venture Capital & Private Equity
Experience
Battery Ventures August 2008 - Present
Trust International July 2013 - Present
Jeeves Information Systems AB May 2012 - Present
WORLDHOTELS July 2013 - Present
SingleHop April 2012 - Present
Vero Software July 2010 - August 2014
Neolane January 2012 - July 2013
RBC Capital Markets July 2005 - July 2008
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2005
Bachelor of Business Administration (BBA)
Battery Ventures August 2008 - Present
Trust International July 2013 - Present
Jeeves Information Systems AB May 2012 - Present
WORLDHOTELS July 2013 - Present
SingleHop April 2012 - Present
Vero Software July 2010 - August 2014
Neolane January 2012 - July 2013
RBC Capital Markets July 2005 - July 2008
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2005
Bachelor of Business Administration (BBA)
Robert Pogulis Robert Pogulis's RBC Capital Markets Experience 2000 - 2002
Job Senior Director at Huron Consulting Group
Industry Management Consulting
Experience
Huron Consulting Group January 2014 - Present
The Frankel Group November 2006 - Present
Transgenomic February 2002 - November 2006
RBC Capital Markets 2000 - 2002
Wyeth Vaccines 1999 - 2000
Mayo Clinic 1993 - 1999
Skills
Management Consulting, Business Development, Strategic Planning, Biotechnology, Commercialization, Lifesciences, Pharmaceutical Industry, Oncology, Strategy, Corporate Development, Medical Devices, Venture Capital, Start-ups, Competitive Analysis, Infectious Diseases, Due Diligence, Cross-functional Team..., Product Launch, Business Strategy, Molecular Biology, Technology Transfer, Biopharmaceuticals, Market Analysis, Immunology, Drug Development, Clinical Development, Technology Evaluation, Drug Discovery, Competitive Intelligence, Clinical Trials
Education
University of Michigan 1986 — 1992
Ph.D., Biological Chemistry
University of Minnesota-Twin Cities 1982 — 1986
B.S., Biochemistry
Huron Consulting Group January 2014 - Present
The Frankel Group November 2006 - Present
Transgenomic February 2002 - November 2006
RBC Capital Markets 2000 - 2002
Wyeth Vaccines 1999 - 2000
Mayo Clinic 1993 - 1999
Skills
Management Consulting, Business Development, Strategic Planning, Biotechnology, Commercialization, Lifesciences, Pharmaceutical Industry, Oncology, Strategy, Corporate Development, Medical Devices, Venture Capital, Start-ups, Competitive Analysis, Infectious Diseases, Due Diligence, Cross-functional Team..., Product Launch, Business Strategy, Molecular Biology, Technology Transfer, Biopharmaceuticals, Market Analysis, Immunology, Drug Development, Clinical Development, Technology Evaluation, Drug Discovery, Competitive Intelligence, Clinical Trials
Education
University of Michigan 1986 — 1992
Ph.D., Biological Chemistry
University of Minnesota-Twin Cities 1982 — 1986
B.S., Biochemistry
Charles Walker Charles Walker's RBC Capital Markets Experience August 2015 - Present
Job Regulatory Reporting Business Analyst at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets August 2015 - Present
Deloitte & Touche LLP June 2014 - August 2015
Goldman Sachs September 2011 - June 2014
Goldman Sachs July 2010 - August 2011
Goldman Sachs June 2009 - August 2009
CVS Caremark Corporation June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Word, SQL, PowerPoint, Risk Management, Data Analysis, Internal Controls, Root Cause Analysis, Operational Due..., Equities, Financial Modeling, Visual Basic, Visio, Adobe Acrobat, Weka, Electronic Blue Sheets, Large Trader Reporting, NYSE 410B Reporting, NYSE 98, Consolidated Audit...
Education
University of Miami - School of Business 2006 — 2010
Bachelor of Science in Business Administration, Management Science & Finance
RBC Capital Markets August 2015 - Present
Deloitte & Touche LLP June 2014 - August 2015
Goldman Sachs September 2011 - June 2014
Goldman Sachs July 2010 - August 2011
Goldman Sachs June 2009 - August 2009
CVS Caremark Corporation June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Word, SQL, PowerPoint, Risk Management, Data Analysis, Internal Controls, Root Cause Analysis, Operational Due..., Equities, Financial Modeling, Visual Basic, Visio, Adobe Acrobat, Weka, Electronic Blue Sheets, Large Trader Reporting, NYSE 410B Reporting, NYSE 98, Consolidated Audit...
Education
University of Miami - School of Business 2006 — 2010
Bachelor of Science in Business Administration, Management Science & Finance
Phillip Hone's RBC Capital Markets Experience June 2015 — August 2015
Job Investment Banking Summer Analyst at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets June 2015 — August 2015
Platinum Wines May 2014 — July 2014
Skills
Mandarin, International Business, Chinese, Strategic Planning, Business Strategy, Strategy, Financial Modeling, Marketing Strategy, Marketing, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2016
Bachelor of Business Administration (BBA), Finance, General
University of Michigan 2012 — 2016
Bachelor's degree, Asian Studies/Civilization
RBC Capital Markets June 2015 — August 2015
Platinum Wines May 2014 — July 2014
Skills
Mandarin, International Business, Chinese, Strategic Planning, Business Strategy, Strategy, Financial Modeling, Marketing Strategy, Marketing, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2016
Bachelor of Business Administration (BBA), Finance, General
University of Michigan 2012 — 2016
Bachelor's degree, Asian Studies/Civilization
Lesley Kelly's RBC Capital Markets Experience April 2014 - Present
Job
Industry Financial Services
Experience
RBC Capital Markets April 2014 - Present
Visium Asset Management 2007 - April 2014
Citigroup 2003 - May 2007
U.S. Army May 1997 - August 2001
Education
Vanderbilt University - Owen Graduate School of Management 2001 — 2003
MBA
University of Michigan 1993 — 1997
BS
RBC Capital Markets April 2014 - Present
Visium Asset Management 2007 - April 2014
Citigroup 2003 - May 2007
U.S. Army May 1997 - August 2001
Education
Vanderbilt University - Owen Graduate School of Management 2001 — 2003
MBA
University of Michigan 1993 — 1997
BS
Sean Cessna's RBC Capital Markets Experience July 2002 - January 2007
Job CoHead of Healthcare Investment Banking
Industry Investment Banking
Experience
JMP Securities April 2015 - Present
JMP Securities May 2011 - Present
Piper Jaffray January 2007 - April 2011
RBC Capital Markets July 2002 - January 2007
Lehman Brothers 2001 - 2001
Geneva Companies (Citigroup) 1997 - August 2000
Skills
Investment Banking, Mergers & Acquisitions, Investments, Valuation, Financial Modeling, Banking, Private Equity, Capital, Mergers, Strategic Planning, Entrepreneurship, Business Strategy, Strategy, Corporate Finance, Venture Capital, IPO, Finance, Capital Markets, Business Development, Corporate Development, Due Diligence, Equities, Financial Analysis, M&A experience, Biotechnology, Life Science Industry, Biopharmaceuticals
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
MBA
University of Oregon 1994 — 1996
BS
JMP Securities April 2015 - Present
JMP Securities May 2011 - Present
Piper Jaffray January 2007 - April 2011
RBC Capital Markets July 2002 - January 2007
Lehman Brothers 2001 - 2001
Geneva Companies (Citigroup) 1997 - August 2000
Skills
Investment Banking, Mergers & Acquisitions, Investments, Valuation, Financial Modeling, Banking, Private Equity, Capital, Mergers, Strategic Planning, Entrepreneurship, Business Strategy, Strategy, Corporate Finance, Venture Capital, IPO, Finance, Capital Markets, Business Development, Corporate Development, Due Diligence, Equities, Financial Analysis, M&A experience, Biotechnology, Life Science Industry, Biopharmaceuticals
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
MBA
University of Oregon 1994 — 1996
BS
Stavan Mistry, CFA's RBC Capital Markets Experience February 2015 - Present
Job
Industry Capital Markets
Experience
RBC Capital Markets February 2015 - Present
Skills
Fixed Income, Trading System, Quantitative Investing, Trading Systems, Equities, Bloomberg, Hedge Funds, Derivatives, Capital Markets, Options, Investment Banking, Trading
Education
University of Michigan 2005 — 2006
MSE, Financial Engineering
RBC Capital Markets February 2015 - Present
Skills
Fixed Income, Trading System, Quantitative Investing, Trading Systems, Equities, Bloomberg, Hedge Funds, Derivatives, Capital Markets, Options, Investment Banking, Trading
Education
University of Michigan 2005 — 2006
MSE, Financial Engineering
Ezra Kwak's RBC Capital Markets Experience 2009 - Present
Job
Industry Financial Services
Experience
RBC Capital Markets 2009 - Present
Deutsche Bank 2008 - 2009
Skills
Equities, Trading Systems, Electronic Trading, Capital Markets, Investment Banking, SDLC, Derivatives, Trading, Fixed Income, Market Data, Bloomberg, Options, Financial Markets, Equity Derivatives, Hedge Funds
Education
University of Michigan
BSE, Computer Engineering
RBC Capital Markets 2009 - Present
Deutsche Bank 2008 - 2009
Skills
Equities, Trading Systems, Electronic Trading, Capital Markets, Investment Banking, SDLC, Derivatives, Trading, Fixed Income, Market Data, Bloomberg, Options, Financial Markets, Equity Derivatives, Hedge Funds
Education
University of Michigan
BSE, Computer Engineering
Julia Rominger's RBC Capital Markets Experience October 2009 - February 2013
Job
Industry Food & Beverages
Experience
California Olive Ranch May 2015 - Present
The Brinery June 2014 - September 2014
Smith Dairy Products Co. March 2014 - May 2014
RBC Capital Markets October 2009 - February 2013
Caris & Company January 2009 - September 2009
Wachovia Capital Markets October 2006 - December 2008
Skills
Business Strategy, Food, Product Innovation, Consumer Package Goods, Marketing Strategy, Business Innovation, Food & Beverage, Capital Markets, Equities, Series 7, Series 63, Hedge Funds, Bloomberg, Financial Modeling, Strategy, Valuation, Leadership, Start-ups, Management, Analysis, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
MBA, MBA expected May 2015 with an emphasis on Entrepreneurship and Strategy
Williams College 2002 — 2006
B.A., History
California Olive Ranch May 2015 - Present
The Brinery June 2014 - September 2014
Smith Dairy Products Co. March 2014 - May 2014
RBC Capital Markets October 2009 - February 2013
Caris & Company January 2009 - September 2009
Wachovia Capital Markets October 2006 - December 2008
Skills
Business Strategy, Food, Product Innovation, Consumer Package Goods, Marketing Strategy, Business Innovation, Food & Beverage, Capital Markets, Equities, Series 7, Series 63, Hedge Funds, Bloomberg, Financial Modeling, Strategy, Valuation, Leadership, Start-ups, Management, Analysis, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
MBA, MBA expected May 2015 with an emphasis on Entrepreneurship and Strategy
Williams College 2002 — 2006
B.A., History
Jared R. Lewis's RBC Capital Markets Experience 1997 - 1999
Job Experienced Investment Professional Expertise Oil and Gas
Industry Investment Management
Experience
Northland Securities November 2012 - April 2014
White Pine Capital LLC May 2008 - August 2012
Telluride Asset Management 2005 - 2007
EBF & Associates 2004 - 2005
Deephaven Capital Management 1999 - 2004
RBC Capital Markets 1997 - 1999
Skills
Equities, Equity Research, Hedge Funds, Investments, Capital Markets, Financial Modeling, Portfolio Management, Valuation, Investment Banking, Asset Management, Private Equity, Series 7, Venture Capital, Financial Analysis, Securities, Asset Managment, Investment Advisory, Derivatives, Alternative Investments, Investment Strategies
Education
University of Minnesota - Carlson School of Management 1995 — 1997
Master of Business Administration (MBA), Finance
University of St. Thomas 1986 — 1990
Bachelor of Science (BS), Chemistry
Northland Securities November 2012 - April 2014
White Pine Capital LLC May 2008 - August 2012
Telluride Asset Management 2005 - 2007
EBF & Associates 2004 - 2005
Deephaven Capital Management 1999 - 2004
RBC Capital Markets 1997 - 1999
Skills
Equities, Equity Research, Hedge Funds, Investments, Capital Markets, Financial Modeling, Portfolio Management, Valuation, Investment Banking, Asset Management, Private Equity, Series 7, Venture Capital, Financial Analysis, Securities, Asset Managment, Investment Advisory, Derivatives, Alternative Investments, Investment Strategies
Education
University of Minnesota - Carlson School of Management 1995 — 1997
Master of Business Administration (MBA), Finance
University of St. Thomas 1986 — 1990
Bachelor of Science (BS), Chemistry
Dan Hertz's RBC Capital Markets Experience May 2011 - January 2015
Job Investments at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Life and Annuity Company January 2015 - Present
RBC Capital Markets May 2011 - January 2015
Goldman Sachs January 2010 - May 2011
BMO Capital Markets July 2006 - January 2010
Skills
Trading, Capital Markets, Financial Modeling, Valuation, Investment Banking, LBO, Private Equity, Equities, Bloomberg, Due Diligence, Corporate Finance, Fixed Income, Equity Research, High Yield, Leveraged Finance, Hedge Funds, Equity Valuation, Credit, Series 7, Credit Analysis, Financial Analysis, Series 63, hedge, Loans, High Yield Bonds, Relative Value, Relative Value Trading
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Guggenheim Life and Annuity Company January 2015 - Present
RBC Capital Markets May 2011 - January 2015
Goldman Sachs January 2010 - May 2011
BMO Capital Markets July 2006 - January 2010
Skills
Trading, Capital Markets, Financial Modeling, Valuation, Investment Banking, LBO, Private Equity, Equities, Bloomberg, Due Diligence, Corporate Finance, Fixed Income, Equity Research, High Yield, Leveraged Finance, Hedge Funds, Equity Valuation, Credit, Series 7, Credit Analysis, Financial Analysis, Series 63, hedge, Loans, High Yield Bonds, Relative Value, Relative Value Trading
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Alan Eastlund's RBC Capital Markets Experience 1996 - Present
Job LAN Admin at RBC Dain Rauscher
Industry Banking
Experience
RBC Dain Rauscher LAN AdministratorRBC Capital Markets2000 - Present
RBC Capital Markets 1996 - Present
Education
University of Minnesota - Carlson School of Management
RBC Dain Rauscher LAN AdministratorRBC Capital Markets2000 - Present
RBC Capital Markets 1996 - Present
Education
University of Minnesota - Carlson School of Management
Matthew Vlahovich's RBC Capital Markets Experience July 2013 - Present
Job Associate RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets July 2013 - Present
AllianceBernstein July 2007 - July 2011
Tanaka Capital Management, Inc. 2004 - 2007
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
MBA, Finance
Carleton College
Bachelor of Arts, Economics
RBC Capital Markets July 2013 - Present
AllianceBernstein July 2007 - July 2011
Tanaka Capital Management, Inc. 2004 - 2007
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
MBA, Finance
Carleton College
Bachelor of Arts, Economics
Justin Mirro's RBC Capital Markets Experience June 2011 - December 2014
Job Car Guy / Strategic Advisor / PE Investor
Industry Venture Capital & Private Equity
Experience
Wynnchurch Capital, Ltd. March 2015 - Present
Kensington Capital Partners, LLC January 1999 - Present
The Motor Weekly October 2005 - Present
IncWell LLC January 2014 - Present
RBC Capital Markets June 2011 - December 2014
Moelis & Company July 2008 - May 2011
Jefferies & Company January 2005 - June 2008
ABN AMRO 2002 - 2004
Schroders / Salomon Smith Barney August 1996 - April 2002
Toyota 1991 - 1993
Skills
Automotive, Valuation, Business Strategy, Finance, M&A experience, Leveraged Lending, Private Equity, High Yield
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance
University of Michigan 1986 — 1990
BS, Mechanical Engineering
Wynnchurch Capital, Ltd. March 2015 - Present
Kensington Capital Partners, LLC January 1999 - Present
The Motor Weekly October 2005 - Present
IncWell LLC January 2014 - Present
RBC Capital Markets June 2011 - December 2014
Moelis & Company July 2008 - May 2011
Jefferies & Company January 2005 - June 2008
ABN AMRO 2002 - 2004
Schroders / Salomon Smith Barney August 1996 - April 2002
Toyota 1991 - 1993
Skills
Automotive, Valuation, Business Strategy, Finance, M&A experience, Leveraged Lending, Private Equity, High Yield
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance
University of Michigan 1986 — 1990
BS, Mechanical Engineering
Jamie Sinkula's RBC Capital Markets Experience October 2005 - December 2008
Job Sales and Marketing Manager at Lisa's Catering
Industry Food & Beverages
Experience
Lisa's Catering December 2006 - Present
RBC Capital Markets October 2005 - December 2008
RBC Dain Rauscher 2000 - 2005
Skills
Customer Relations, Account Management, Product Development, Team Leadership, Excel, Event Planning, Training, Employee Training, Sales Management, Marketing, Social Media Marketing, Networking, Weddings, Catering, Food Service, Hospitality, Trade Shows, Customer Service, Event Management, Microsoft Excel, Sales, Social Media
Education
University of Minnesota - Carlson School of Management 1999 — 2003
BSB, Marketing
Lisa's Catering December 2006 - Present
RBC Capital Markets October 2005 - December 2008
RBC Dain Rauscher 2000 - 2005
Skills
Customer Relations, Account Management, Product Development, Team Leadership, Excel, Event Planning, Training, Employee Training, Sales Management, Marketing, Social Media Marketing, Networking, Weddings, Catering, Food Service, Hospitality, Trade Shows, Customer Service, Event Management, Microsoft Excel, Sales, Social Media
Education
University of Minnesota - Carlson School of Management 1999 — 2003
BSB, Marketing
Jeffrey Chu's RBC Capital Markets Experience May 2006 - March 2009
Job Vice President at Canaccord Genuity Inc.
Industry Investment Banking
Experience
Canaccord Genuity Inc. January 2013 - Present
Wedbush Morgan Securities November 2009 - March 2012
RBC Capital Markets May 2006 - March 2009
Kenyon & Kenyon LLP February 2004 - April 2006
Cooper & Dunham LLP August 2002 - February 2004
U. of Michigan Medical Center September 2000 - July 2002
Skills
Equity Research, Intellectual Property, Due Diligence, Valuation, Project Management, Client Relationship..., Competitive Intelligence
Education
University of Michigan 1997 — 2001
Bachelor of Science, Cellular and Molecular Biology
Canaccord Genuity Inc. January 2013 - Present
Wedbush Morgan Securities November 2009 - March 2012
RBC Capital Markets May 2006 - March 2009
Kenyon & Kenyon LLP February 2004 - April 2006
Cooper & Dunham LLP August 2002 - February 2004
U. of Michigan Medical Center September 2000 - July 2002
Skills
Equity Research, Intellectual Property, Due Diligence, Valuation, Project Management, Client Relationship..., Competitive Intelligence
Education
University of Michigan 1997 — 2001
Bachelor of Science, Cellular and Molecular Biology
Joseph Spak's RBC Capital Markets Experience March 2008 - Present
Job Director at RBC Capital Markets
Industry Investment Management
Experience
RBC Capital Markets March 2008 - Present
Banc of America Securities May 2006 - March 2008
Nasdaq Stock Market 2001 - 2004
Citi September 1999 - July 2001
Skills
Equity Research, Financial Analysis, Financial Modeling, Automotive, Investments, Investment Banking, CFA, Bloomberg, Chartered Financial..., Analysis, Portfolio Management, Corporate Finance
Education
University of Michigan 1995 — 1999
BBA, Finance
Yale University - Yale School of Management 2004 — 2006
MBA, Finance and Investment Management
RBC Capital Markets March 2008 - Present
Banc of America Securities May 2006 - March 2008
Nasdaq Stock Market 2001 - 2004
Citi September 1999 - July 2001
Skills
Equity Research, Financial Analysis, Financial Modeling, Automotive, Investments, Investment Banking, CFA, Bloomberg, Chartered Financial..., Analysis, Portfolio Management, Corporate Finance
Education
University of Michigan 1995 — 1999
BBA, Finance
Yale University - Yale School of Management 2004 — 2006
MBA, Finance and Investment Management
Jonathan D. Mathews, CFA's RBC Capital Markets Experience July 2002 - July 2003
Job Equity Analyst at Principal Global Equities
Industry Investment Management
Experience
Principal Global Equities July 2003 - Present
RBC Capital Markets July 2002 - July 2003
FAF Advisors June 2000 - September 2000
Education
University of Minnesota - Carlson School of Management 1998 — 2002
BS, Finance & Economics
Principal Global Equities July 2003 - Present
RBC Capital Markets July 2002 - July 2003
FAF Advisors June 2000 - September 2000
Education
University of Minnesota - Carlson School of Management 1998 — 2002
BS, Finance & Economics
Hans Nelson's RBC Capital Markets Experience February 2008 - Present
Job futures sales at RBC Capital Markets LLC
Industry Financial Services
Experience
RBC Capital Markets February 2008 - Present
RJ O'Brien 2006 - 2008
Cantor Fitzgerald 2004 - 2006
Prudential Bache Commodities LLC 2001 - 2004
Bear Stearns 1994 - 2001
Skills
trade execution, electronic trade..., clearing sales, futures trading, Managed Futures, Equity Trading, Direct Marketing, Sales Presentations, basis trading, index arb, Electronic Trading, Trading Systems, Futures Trading, Trading, Bloomberg, Long-term Customer..., Capital Markets, Middle Office, Commodity, Derivatives, Options, Hedge Funds, Financial Markets, Fixed Income, Equities, Portfolio Management, Alternative Investments
Education
University of Michigan 1984 — 1989
English and Economics, double major
Chicago Mercantile Exchange
RBC Capital Markets February 2008 - Present
RJ O'Brien 2006 - 2008
Cantor Fitzgerald 2004 - 2006
Prudential Bache Commodities LLC 2001 - 2004
Bear Stearns 1994 - 2001
Skills
trade execution, electronic trade..., clearing sales, futures trading, Managed Futures, Equity Trading, Direct Marketing, Sales Presentations, basis trading, index arb, Electronic Trading, Trading Systems, Futures Trading, Trading, Bloomberg, Long-term Customer..., Capital Markets, Middle Office, Commodity, Derivatives, Options, Hedge Funds, Financial Markets, Fixed Income, Equities, Portfolio Management, Alternative Investments
Education
University of Michigan 1984 — 1989
English and Economics, double major
Chicago Mercantile Exchange
Sheila Zachman's RBC Capital Markets Experience 2009 - Present
Job Director and Senior Counsel at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets 2009 - Present
JPMorgan Chase 2005 - 2009
Shearman and Sterling June 2001 - June 2005
The AIRE Centre 2000 - 2000
Skills
Securities Law, Corporate Governance, Structured Finance, Capital Markets, Corporate Law
Education
University of Michigan Law School 1998 — 2001
JD
University of Notre Dame 1992 — 1996
BA, Economics and Philosophy
RBC Capital Markets 2009 - Present
JPMorgan Chase 2005 - 2009
Shearman and Sterling June 2001 - June 2005
The AIRE Centre 2000 - 2000
Skills
Securities Law, Corporate Governance, Structured Finance, Capital Markets, Corporate Law
Education
University of Michigan Law School 1998 — 2001
JD
University of Notre Dame 1992 — 1996
BA, Economics and Philosophy
Kim Youngquist's RBC Capital Markets Experience 1996 - 2004
Job Data Center Security Compliance Analyst
Industry Information Technology and Services
Experience
UnitedHealth Group April 2014 - Present
Cargill May 2011 - April 2014
Greenway Management LLC June 2009 - May 2011
Deephaven Capital Management October 2004 - April 2009
RBC Capital Markets 1996 - 2004
Education
University of Minnesota - Carlson School of Management 1992 — 1994
Bachelor of Science (BS), Finance and Marketing
JF Kennedy Senior High School
UnitedHealth Group April 2014 - Present
Cargill May 2011 - April 2014
Greenway Management LLC June 2009 - May 2011
Deephaven Capital Management October 2004 - April 2009
RBC Capital Markets 1996 - 2004
Education
University of Minnesota - Carlson School of Management 1992 — 1994
Bachelor of Science (BS), Finance and Marketing
JF Kennedy Senior High School
Jay Lessard's RBC Capital Markets Experience Equity TraderRBC Royal Bank1994 - 2010
Job VP Equity Sales & Trading at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets Equity TraderRBC Royal Bank1994 - 2010
RBC Capital Markets 1994 - 2009
Skills
Series 7, Equities, Bloomberg, Capital Markets, Equity Trading, Investments, Series 63, Trading
Education
University of Minnesota - Carlson School of Management 1989 — 1993
University of Minnesota-Twin Cities 1989 — 1993
BS, Economics
RBC Capital Markets Equity TraderRBC Royal Bank1994 - 2010
RBC Capital Markets 1994 - 2009
Skills
Series 7, Equities, Bloomberg, Capital Markets, Equity Trading, Investments, Series 63, Trading
Education
University of Minnesota - Carlson School of Management 1989 — 1993
University of Minnesota-Twin Cities 1989 — 1993
BS, Economics
Charles M. He's RBC Capital Markets Experience December 2010 - August 2013
Job Executive Director at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase August 2013 - Present
RBC Capital Markets December 2010 - August 2013
Radian Group July 2008 - September 2010
UBS Investment Bank February 2007 - May 2008
Citi Mortgage 2004 - 2007
Citigroup 2001 - 2007
Ford Motor Credit Company 1999 - 2001
Sears, Roebuck and Co. 1997 - 1999
Advanta 1996 - 1997
Skills
Credit Risk, Valuation, Quantitative Analytics, Risk Management, ABS, MBS, Loans, Analytics, Risk Analytics, Mortgage Lending, Credit Cards, Fixed Income
Education
University of Michigan 2000 — 2001
MS, Financial Engineering
University of Utah 1986 — 1993
Ph.D., Probability & Statistics
JPMorgan Chase August 2013 - Present
RBC Capital Markets December 2010 - August 2013
Radian Group July 2008 - September 2010
UBS Investment Bank February 2007 - May 2008
Citi Mortgage 2004 - 2007
Citigroup 2001 - 2007
Ford Motor Credit Company 1999 - 2001
Sears, Roebuck and Co. 1997 - 1999
Advanta 1996 - 1997
Skills
Credit Risk, Valuation, Quantitative Analytics, Risk Management, ABS, MBS, Loans, Analytics, Risk Analytics, Mortgage Lending, Credit Cards, Fixed Income
Education
University of Michigan 2000 — 2001
MS, Financial Engineering
University of Utah 1986 — 1993
Ph.D., Probability & Statistics
Brian Dickman's RBC Capital Markets Experience April 2012 - February 2014
Job Executive Vice President and Chief Financial Officer at Seritage Growth Properties
Industry Commercial Real Estate
Experience
Seritage Growth Properties August 2015 - Present
Agree Realty Corporation February 2014 - July 2015
RBC Capital Markets April 2012 - February 2014
Lehman Brothers / Barclays August 2005 - March 2012
Intel Corporation May 1998 - August 2003
Skills
Corporate Finance, Real Estate Finance, Capital Markets, Strategic Advisory, Investment Banking, Mergers, Financial Analysis, Investment Properties, Real Estate Economics, Loans, Equities, Strategy, Mergers & Acquisitions, Private Equity
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
MBA, Finance and Accounting
University of Michigan 1993 — 1997
BA, Economics
Seritage Growth Properties August 2015 - Present
Agree Realty Corporation February 2014 - July 2015
RBC Capital Markets April 2012 - February 2014
Lehman Brothers / Barclays August 2005 - March 2012
Intel Corporation May 1998 - August 2003
Skills
Corporate Finance, Real Estate Finance, Capital Markets, Strategic Advisory, Investment Banking, Mergers, Financial Analysis, Investment Properties, Real Estate Economics, Loans, Equities, Strategy, Mergers & Acquisitions, Private Equity
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
MBA, Finance and Accounting
University of Michigan 1993 — 1997
BA, Economics
Ron Dottin's RBC Capital Markets Experience 2009 - 2014
Job Risk Management at JPMorgan Chase & Co.
Industry Investment Banking
Experience
J.P. Morgan 2015 - Present
RBC Capital Markets 2009 - 2014
JP Morgan 2003 - 2008
JP Morgan 1997 - 2003
Skills
Hedge Funds, Equity Research, Equities, Derivatives, Analytics, Capital Markets, Valuation, Alternative Investments, Structured Products, Financial Modeling, Bloomberg, Portfolio Management, Equity Derivatives, Swaps, Securities, Quantitative Investing, Market Risk, Fixed Income, Bonds, Quantitative Analytics, Quantitative Research, Credit Derivatives, Interest Rate..., Investment Banking, Strategy
Education
University of Massachusetts, Amherst
BA
J.P. Morgan 2015 - Present
RBC Capital Markets 2009 - 2014
JP Morgan 2003 - 2008
JP Morgan 1997 - 2003
Skills
Hedge Funds, Equity Research, Equities, Derivatives, Analytics, Capital Markets, Valuation, Alternative Investments, Structured Products, Financial Modeling, Bloomberg, Portfolio Management, Equity Derivatives, Swaps, Securities, Quantitative Investing, Market Risk, Fixed Income, Bonds, Quantitative Analytics, Quantitative Research, Credit Derivatives, Interest Rate..., Investment Banking, Strategy
Education
University of Massachusetts, Amherst
BA
Stephen Lande's RBC Capital Markets Experience July 2012 - August 2015
Job Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities August 2015 - Present
RBC Capital Markets July 2012 - August 2015
OwlPine Capital Advisors 2009 - 2010
Commonwealth Associates 2007 - 2009
Dresdner Kleinwort June 2006 - August 2006
Skills
Financial Modeling, Due Diligence, Financial Analysis, Business Strategy, Microsoft Excel, Microsoft Office, Investment Banking, Valuation, Private Equity, Corporate Finance, Venture Capital, Corporate Development, Capital Markets, LBO, Investments
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor of Science (B.Sc.), Finance
Wells Fargo Securities August 2015 - Present
RBC Capital Markets July 2012 - August 2015
OwlPine Capital Advisors 2009 - 2010
Commonwealth Associates 2007 - 2009
Dresdner Kleinwort June 2006 - August 2006
Skills
Financial Modeling, Due Diligence, Financial Analysis, Business Strategy, Microsoft Excel, Microsoft Office, Investment Banking, Valuation, Private Equity, Corporate Finance, Venture Capital, Corporate Development, Capital Markets, LBO, Investments
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor of Science (B.Sc.), Finance
Janie Pedersen's RBC Capital Markets Experience April 2006 - May 2008
Job Chief Compliance Officer at Northland Securities, Inc.
Industry Financial Services
Experience
Northland Securities, Inc. June 2008 - Present
RBC Capital Markets April 2006 - May 2008
RBC Dain Rauscher October 1981 - April 2006
Education
University of Minnesota-Twin Cities 1979 — 1984
BA
Northland Securities, Inc. June 2008 - Present
RBC Capital Markets April 2006 - May 2008
RBC Dain Rauscher October 1981 - April 2006
Education
University of Minnesota-Twin Cities 1979 — 1984
BA
David Van Hoever's RBC Capital Markets Experience April 1986 - May 2008
Job Accounting Professional
Industry Accounting
Experience
RBC Capital Markets April 1986 - May 2008
Skills
Financial Reporting, Financial Analysis, Accounting, Sarbanes-Oxley Act, Financial Modeling
Education
University of Minnesota - Carlson School of Management
BS, Accounting
RBC Capital Markets April 1986 - May 2008
Skills
Financial Reporting, Financial Analysis, Accounting, Sarbanes-Oxley Act, Financial Modeling
Education
University of Minnesota - Carlson School of Management
BS, Accounting
Corey Henry's RBC Capital Markets Experience 2003 - 2005
Job Analyst at Moodys Investor Services
Industry Financial Services
Experience
Moodys Investor Services AnalystMoody's Investors Service2003 - Present
RBC Capital Markets 2003 - 2005
Education
University of Minnesota - Carlson School of Management 2001 — 2003
MBA, Finance
Moodys Investor Services AnalystMoody's Investors Service2003 - Present
RBC Capital Markets 2003 - 2005
Education
University of Minnesota - Carlson School of Management 2001 — 2003
MBA, Finance
Ryan Parent, PHR's RBC Capital Markets Experience 2007 - 2009
Job Benefits Specialist at Express Scripts
Industry Human Resources
Experience
Express Scripts November 2012 - Present
Datacard Group April 2012 - July 2012
Associated Bank September 2010 - January 2012
Express Scripts October 2009 - July 2010
RBC Capital Markets 2007 - 2009
State of Minnesota January 2005 - June 2006
FAIRVIEW HOSPITAL 2006 - 2006
Skills
Employee Benefits, HRIS, Deferred Compensation, Human Resources, FMLA, Payroll, New Hire Orientations, PeopleSoft, Training, COBRA, Policy, Open Enrollment, ERISA, SAP, Group Benefit Associate, Health Savings Accounts, Workers Compensation, Retirement, Compensation & Benefit, Onboarding
Education
University of Pennsylvania - The Wharton School 2009 — 2012
Group Benefits Associate, Human Resources
WHARTON SCHOOL OF BUSINESS 2009 — 2012
Group Benefits Associate
UNIVERSITY OF MINNESOTA 1998 — 2003
B. A, Communications/English
University of Minnesota Duluth 1998 — 2003
Bachelors, English; Communications
HR Certification Institute
Professional in Human Resources (PHR)
Express Scripts November 2012 - Present
Datacard Group April 2012 - July 2012
Associated Bank September 2010 - January 2012
Express Scripts October 2009 - July 2010
RBC Capital Markets 2007 - 2009
State of Minnesota January 2005 - June 2006
FAIRVIEW HOSPITAL 2006 - 2006
Skills
Employee Benefits, HRIS, Deferred Compensation, Human Resources, FMLA, Payroll, New Hire Orientations, PeopleSoft, Training, COBRA, Policy, Open Enrollment, ERISA, SAP, Group Benefit Associate, Health Savings Accounts, Workers Compensation, Retirement, Compensation & Benefit, Onboarding
Education
University of Pennsylvania - The Wharton School 2009 — 2012
Group Benefits Associate, Human Resources
WHARTON SCHOOL OF BUSINESS 2009 — 2012
Group Benefits Associate
UNIVERSITY OF MINNESOTA 1998 — 2003
B. A, Communications/English
University of Minnesota Duluth 1998 — 2003
Bachelors, English; Communications
HR Certification Institute
Professional in Human Resources (PHR)
adam stromgren's RBC Capital Markets Experience January 2013 - October 2013
Job QA/Release Analyst at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray October 2013 - Present
RBC Capital Markets January 2013 - October 2013
RBC Capital Markets July 2010 - January 2013
RBC Capital Markets May 2007 - July 2010
RBC Capital Markets December 2004 - May 2007
Skills
Bloomberg, Equities, Fixed Income, Securities, Middle Office, Capital Markets, Investment Banking, Trading Systems, Bonds, Settlement, Back Office, Business Analysis, Options, Trading, Series 7, Mutual Funds, Electronic Trading, Testing, Customer Service
Education
University of Minnesota Duluth 2000 — 2004
BBA, Mangament Information Systems
Spring lake park hs 1996 — 2000
Diploma, General studies
Piper Jaffray October 2013 - Present
RBC Capital Markets January 2013 - October 2013
RBC Capital Markets July 2010 - January 2013
RBC Capital Markets May 2007 - July 2010
RBC Capital Markets December 2004 - May 2007
Skills
Bloomberg, Equities, Fixed Income, Securities, Middle Office, Capital Markets, Investment Banking, Trading Systems, Bonds, Settlement, Back Office, Business Analysis, Options, Trading, Series 7, Mutual Funds, Electronic Trading, Testing, Customer Service
Education
University of Minnesota Duluth 2000 — 2004
BBA, Mangament Information Systems
Spring lake park hs 1996 — 2000
Diploma, General studies
Alvin Sharma's RBC Capital Markets Experience March 2011 - February 2012
Job Chief Financial Officer at Echelon Insurance
Industry Insurance
Experience
Echelon Insurance September 2012 - Present
RBC Capital Markets March 2011 - February 2012
ALICO March 2010 - February 2011
Sun Life Financial April 2004 - February 2010
Eli Lilly and Company August 2002 - February 2004
PricewaterhouseCoopers June 1997 - May 2000
Skills
Capital Markets, Capital Management, Accounting, Financial Analysis, Corporate Finance, Banking, Cash Management, Credit Risk, Credit Analysis, Compliance, Fixed Income, IFRS, Insurance, Funding, Treasury Management
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
MBA, Finance and International Business
CFA Institute
CFA, Finance
Institute of Chartered Accountants in England and Wales
Accounting and Finance
University of Warwick - Warwick Business School
Bsc, Accounting and Finance
nairobi school
Echelon Insurance September 2012 - Present
RBC Capital Markets March 2011 - February 2012
ALICO March 2010 - February 2011
Sun Life Financial April 2004 - February 2010
Eli Lilly and Company August 2002 - February 2004
PricewaterhouseCoopers June 1997 - May 2000
Skills
Capital Markets, Capital Management, Accounting, Financial Analysis, Corporate Finance, Banking, Cash Management, Credit Risk, Credit Analysis, Compliance, Fixed Income, IFRS, Insurance, Funding, Treasury Management
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
MBA, Finance and International Business
CFA Institute
CFA, Finance
Institute of Chartered Accountants in England and Wales
Accounting and Finance
University of Warwick - Warwick Business School
Bsc, Accounting and Finance
nairobi school
Chris Hendrickson's RBC Capital Markets Experience 1999 - 2002
Job at
Industry Investment Banking
Experience
Ziegler March 2012 - Present
Lazard 2008 - March 2012
Ovations 2003 - 2008
UnitedHealth Group 2003 - 2008
RBC Capital Markets 1999 - 2002
Dain Rauscher Wessels 1999 - 2002
RBC Capital Markets, San Francisco 1999 - 2001
Education
University of Michigan 1997 — 1999
MBA
University of Michigan - Stephen M. Ross School of Business 1997 — 1999
MBA, Finance
University of St. Thomas 1986 — 1999
BA, Accounting
Ziegler March 2012 - Present
Lazard 2008 - March 2012
Ovations 2003 - 2008
UnitedHealth Group 2003 - 2008
RBC Capital Markets 1999 - 2002
Dain Rauscher Wessels 1999 - 2002
RBC Capital Markets, San Francisco 1999 - 2001
Education
University of Michigan 1997 — 1999
MBA
University of Michigan - Stephen M. Ross School of Business 1997 — 1999
MBA, Finance
University of St. Thomas 1986 — 1999
BA, Accounting
Wendy Clements's RBC Capital Markets Experience 2002 - Present
Job Research Management
Industry Capital Markets
Experience
RBC Capital Markets 2002 - Present
Carlson School of Management 2000 - Present
RBC Capital Markets 2000 - 2002
RBC Capital Markets 1998 - 2000
Skills
Equity Research
Education
University of Minnesota - Carlson School of Management 1988 — 1996
MBA, Finance, Marketing
RBC Capital Markets 2002 - Present
Carlson School of Management 2000 - Present
RBC Capital Markets 2000 - 2002
RBC Capital Markets 1998 - 2000
Skills
Equity Research
Education
University of Minnesota - Carlson School of Management 1988 — 1996
MBA, Finance, Marketing
Dhruv Sarna's RBC Capital Markets Experience January 2015 - Present
Job Vice President at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets January 2015 - Present
RBC Capital Markets July 2011 - January 2015
RBC Capital Markets July 2008 - June 2011
Skills
Financial Modeling, Investment Banking, Bloomberg, Financial Analysis, Corporate Finance, Capital Markets, Private Equity
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
RBC Capital Markets January 2015 - Present
RBC Capital Markets July 2011 - January 2015
RBC Capital Markets July 2008 - June 2011
Skills
Financial Modeling, Investment Banking, Bloomberg, Financial Analysis, Corporate Finance, Capital Markets, Private Equity
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
David Steurer's RBC Capital Markets Experience 1998 - Present
Job Managing Director at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets 1998 - Present
Everen Securities 1995 - 1998
Dain Bosworth Inc. 1991 - 1995
Skills
Capital Markets, Investment Management, Financial Modeling, Equities, Investments, Hedge Funds, Equity Research, Valuation, Private Equity, Investment Banking, Alternative Investments, Bloomberg, Equity Valuation, Fixed Income
Education
University of Michigan 1982 — 1986
BA, Economics
The University of Chicago
MBA, Finance
RBC Capital Markets 1998 - Present
Everen Securities 1995 - 1998
Dain Bosworth Inc. 1991 - 1995
Skills
Capital Markets, Investment Management, Financial Modeling, Equities, Investments, Hedge Funds, Equity Research, Valuation, Private Equity, Investment Banking, Alternative Investments, Bloomberg, Equity Valuation, Fixed Income
Education
University of Michigan 1982 — 1986
BA, Economics
The University of Chicago
MBA, Finance
Thomas Sullivan's RBC Capital Markets Experience May 1996 - April 1998
Job Managing Director at River Branch Holdings LLC
Industry Investment Banking
Experience
River Branch Holdings LLC September 2013 - Present
G2 Investment Group, LLC March 2011 - September 2013
Industry Ventures June 2009 - May 2010
Credit Suisse-DLJ April 1998 - January 2009
Row 44, Inc. 2008 - 2009
Pets Choice May 1996 - May 2003
RBC Capital Markets May 1996 - April 1998
Piper Jaffray February 1994 - June 1996
Montgomery Securities August 1989 - January 1994
Skills
Real Estate, Private Equity, Venture Capital, Alternative Investments, Investment Banking, Private Placements, Hedge Funds, Capital Markets, Equities, Asset Management, Fixed Income, Investments, Investor Relations, Due Diligence, Corporate Finance, Mergers & Acquisitions, Emerging Markets, Securities, Corporate Development, Business Strategy
Education
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (BBA), Accounting and Finance
University of Virginia - Darden Graduate School of Business Administration
MBA
River Branch Holdings LLC September 2013 - Present
G2 Investment Group, LLC March 2011 - September 2013
Industry Ventures June 2009 - May 2010
Credit Suisse-DLJ April 1998 - January 2009
Row 44, Inc. 2008 - 2009
Pets Choice May 1996 - May 2003
RBC Capital Markets May 1996 - April 1998
Piper Jaffray February 1994 - June 1996
Montgomery Securities August 1989 - January 1994
Skills
Real Estate, Private Equity, Venture Capital, Alternative Investments, Investment Banking, Private Placements, Hedge Funds, Capital Markets, Equities, Asset Management, Fixed Income, Investments, Investor Relations, Due Diligence, Corporate Finance, Mergers & Acquisitions, Emerging Markets, Securities, Corporate Development, Business Strategy
Education
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (BBA), Accounting and Finance
University of Virginia - Darden Graduate School of Business Administration
MBA
Garrett Davis's RBC Capital Markets Experience February 2013 - Present
Job Equity Research Associate at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets February 2013 - Present
RBC Capital Markets November 2011 - February 2013
RBC Capital Markets September 2010 - October 2011
Skills
Financial Analysis, Equities, Financial Modeling, Investments, Equity Research, Equity Valuation, Valuation, Capital Markets, Financial Markets, Asset Management, Fixed Income
Education
Carlson School of Management 2012 — 2016
Master of Business Administration (MBA), Accounting and Finance
University of Minnesota-Duluth 2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance
RBC Capital Markets February 2013 - Present
RBC Capital Markets November 2011 - February 2013
RBC Capital Markets September 2010 - October 2011
Skills
Financial Analysis, Equities, Financial Modeling, Investments, Equity Research, Equity Valuation, Valuation, Capital Markets, Financial Markets, Asset Management, Fixed Income
Education
Carlson School of Management 2012 — 2016
Master of Business Administration (MBA), Accounting and Finance
University of Minnesota-Duluth 2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Randy LaCombe, CFA's RBC Capital Markets Experience 2005 - 2011
Job Senior Vice President Trading / Sales at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. April 2011 - Present
RBC Capital Markets 2005 - 2011
Piper Jaffray 1995 - 2005
Education
University of Minnesota - Carlson School of Management 1995 — 1997
MBA, Finance
University of St. Thomas 1987 — 1990
BA, Finance
Raymond James Financial, Inc. April 2011 - Present
RBC Capital Markets 2005 - 2011
Piper Jaffray 1995 - 2005
Education
University of Minnesota - Carlson School of Management 1995 — 1997
MBA, Finance
University of St. Thomas 1987 — 1990
BA, Finance
Ryan Businski's RBC Capital Markets Experience August 2010 - Present
Job Vice President, Energy Trading
Industry Capital Markets
Experience
RBC Capital Markets August 2010 - Present
University of Michigan September 2006 - May 2010
RBC Capital Markets June 2009 - August 2009
Education
University of Michigan 2006 — 2010
BA, Economics, Political Science
RBC Capital Markets August 2010 - Present
University of Michigan September 2006 - May 2010
RBC Capital Markets June 2009 - August 2009
Education
University of Michigan 2006 — 2010
BA, Economics, Political Science
Justin Schleifer's RBC Capital Markets Experience August 2010 - May 2014
Job Associate at GSO Capital Partners
Industry Research
Experience
GSO Capital Partners May 2014 - Present
RBC Capital Markets August 2010 - May 2014
JPMorgan Chase July 2009 - October 2010
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2009
BBA
University of Michigan
GSO Capital Partners May 2014 - Present
RBC Capital Markets August 2010 - May 2014
JPMorgan Chase July 2009 - October 2010
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2009
BBA
University of Michigan
Nelson Burton's RBC Capital Markets Experience June 2012 - August 2012
Job Consultant at Eccella Corporation
Industry Computer Software
Experience
Allure Security Technology, Inc. September 2015 - Present
Eccella Corporation June 2013 - April 2015
RBC Capital Markets June 2012 - August 2012
Goldman Sachs June 2011 - August 2011
NASA Jet Propulsion Lab 2010 - 2010
Skills
Analytics, SQL, Data Analysis, C++, Python, Java, Visual Studio, Matlab, Graphic Design, C, Statistics, VBA, Unix, Financial Modeling, Microsoft Office, Microsoft Excel, PowerPoint, Databases, Data Integration, Web Services API, HTML, CSS, JavaScript, Research
Education
University of Michigan 2009 — 2013
BBA, Finance, with Distinction
University of Michigan 2009 — 2013
BSE, Electrical Engineering, Magna Cum Laude
Allure Security Technology, Inc. September 2015 - Present
Eccella Corporation June 2013 - April 2015
RBC Capital Markets June 2012 - August 2012
Goldman Sachs June 2011 - August 2011
NASA Jet Propulsion Lab 2010 - 2010
Skills
Analytics, SQL, Data Analysis, C++, Python, Java, Visual Studio, Matlab, Graphic Design, C, Statistics, VBA, Unix, Financial Modeling, Microsoft Office, Microsoft Excel, PowerPoint, Databases, Data Integration, Web Services API, HTML, CSS, JavaScript, Research
Education
University of Michigan 2009 — 2013
BBA, Finance, with Distinction
University of Michigan 2009 — 2013
BSE, Electrical Engineering, Magna Cum Laude
Christine Ji, CFA's RBC Capital Markets Experience June 2000 - June 2004
Job Marketing and Investor Relations at Pine River Capital Management
Industry Financial Services
Experience
Pine River Capital Management January 2013 - Present
Pine River Capital Management February 2011 - December 2012
Lacrosse Global November 2008 - February 2011
RBC Global Asset Management (U.S.) Inc. July 2004 - October 2008
RBC Capital Markets June 2000 - June 2004
Skills
Hedge Funds, Fixed Income, Derivatives, Financial Markets, MBS, Equities, Capital Markets, Securities, Asset Managment, Financial Modeling, Investments, Trading
Education
University of Minnesota - Carlson School of Management 1999 — 2001
MBA, Finance, Accounting
Pine River Capital Management January 2013 - Present
Pine River Capital Management February 2011 - December 2012
Lacrosse Global November 2008 - February 2011
RBC Global Asset Management (U.S.) Inc. July 2004 - October 2008
RBC Capital Markets June 2000 - June 2004
Skills
Hedge Funds, Fixed Income, Derivatives, Financial Markets, MBS, Equities, Capital Markets, Securities, Asset Managment, Financial Modeling, Investments, Trading
Education
University of Minnesota - Carlson School of Management 1999 — 2001
MBA, Finance, Accounting
Joshua Marlow's RBC Capital Markets Experience 2004 - 2008
Job Independent Consultant / Entrepreneur
Industry Capital Markets
Experience
East 75 Consulting 2008 - Present
Sugar Hill Capital Partners 2008 - 2014
RBC Capital Markets 2004 - 2008
Schulte Roth & Zabel LLP 2001 - 2004
Commodity Futures Trading Commission 1998 - 2001
Oppenheimer & Co. 1994 - 1995
Skills
Securities Regulation, Hedge Funds, Private Equity, Securities, Capital Markets, Due Diligence, Corporate Governance, Structured Finance, Alternative Investments, Corporate Law, Asset Management, Investments, Derivatives, Management, Valuation, Commercial Real Estate, Fund Of Funds, Private Placements, Financial Structuring, Real Estate Private..., Mergers & Acquisitions, Fixed Income, Investor Relations, Corporate Finance, Equities, Investment Banking, Joint Ventures, Structured Products, Finance
Education
University of Virginia School of Law 1995 — 1998
J.D.
University of Michigan 1991 — 1994
A.B.
East 75 Consulting 2008 - Present
Sugar Hill Capital Partners 2008 - 2014
RBC Capital Markets 2004 - 2008
Schulte Roth & Zabel LLP 2001 - 2004
Commodity Futures Trading Commission 1998 - 2001
Oppenheimer & Co. 1994 - 1995
Skills
Securities Regulation, Hedge Funds, Private Equity, Securities, Capital Markets, Due Diligence, Corporate Governance, Structured Finance, Alternative Investments, Corporate Law, Asset Management, Investments, Derivatives, Management, Valuation, Commercial Real Estate, Fund Of Funds, Private Placements, Financial Structuring, Real Estate Private..., Mergers & Acquisitions, Fixed Income, Investor Relations, Corporate Finance, Equities, Investment Banking, Joint Ventures, Structured Products, Finance
Education
University of Virginia School of Law 1995 — 1998
J.D.
University of Michigan 1991 — 1994
A.B.
Dave Therkelsen's RBC Capital Markets Experience September 1996 - December 2001
Job Managing Director, Hopwood Lane Principal Investing at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray August 2014 - Present
Waterstone Capital Management July 2011 - June 2014
Great Lakes Healthcare Partners July 2010 - January 2011
Thrivent Financial for Lutherans April 2009 - May 2010
Black River Asset Management September 2005 - April 2009
RedSky Partners January 2002 - August 2005
RBC Capital Markets September 1996 - December 2001
Skills
Hedge Funds, Asset Management, Equities, Investments, Portfolio Management, Financial Modeling, Valuation, Financial Analysis, Fixed Income, Alternative Investments, Securities, Bloomberg, Equity Valuation, Investment Strategies, Equity Research
Education
University of Minnesota - Carlson School of Management
MBA, Finance
University of Minnesota - Carlson School of Management
BS, Finance
Piper Jaffray August 2014 - Present
Waterstone Capital Management July 2011 - June 2014
Great Lakes Healthcare Partners July 2010 - January 2011
Thrivent Financial for Lutherans April 2009 - May 2010
Black River Asset Management September 2005 - April 2009
RedSky Partners January 2002 - August 2005
RBC Capital Markets September 1996 - December 2001
Skills
Hedge Funds, Asset Management, Equities, Investments, Portfolio Management, Financial Modeling, Valuation, Financial Analysis, Fixed Income, Alternative Investments, Securities, Bloomberg, Equity Valuation, Investment Strategies, Equity Research
Education
University of Minnesota - Carlson School of Management
MBA, Finance
University of Minnesota - Carlson School of Management
BS, Finance
Gerard Clasemann's RBC Capital Markets Experience November 1982 - Present
Job Associate Vice President Fixed Income Trading at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets November 1982 - Present
Skills
Trading, Fixed Income, Wealth Management, Investments
Education
University of Minnesota-Twin Cities 1982 — 1986
BS, Business emphasis in Finance
RBC Capital Markets November 1982 - Present
Skills
Trading, Fixed Income, Wealth Management, Investments
Education
University of Minnesota-Twin Cities 1982 — 1986
BS, Business emphasis in Finance
Brian LaBasco's RBC Capital Markets Experience August 2011 - December 2012
Job Vice President at Cross Keys Capital, LLC
Industry Investment Banking
Experience
Cross Keys Capital, LLC January 2013 - Present
RBC Capital Markets August 2011 - December 2012
Palladium Equity Partners July 2010 - August 2011
Sun Capital Partners January 2008 - January 2010
Lehman Brothers July 2005 - December 2007
Skills
Financial Modeling, Valuation, Private Equity, Corporate Finance, Due Diligence, Financial Analysis, Capital Markets, Mergers & Acquisitions, Investment Banking, Investments
Education
University of Miami 2003 — 2004
Bachelor of Business Administration, Finance
Cross Keys Capital, LLC January 2013 - Present
RBC Capital Markets August 2011 - December 2012
Palladium Equity Partners July 2010 - August 2011
Sun Capital Partners January 2008 - January 2010
Lehman Brothers July 2005 - December 2007
Skills
Financial Modeling, Valuation, Private Equity, Corporate Finance, Due Diligence, Financial Analysis, Capital Markets, Mergers & Acquisitions, Investment Banking, Investments
Education
University of Miami 2003 — 2004
Bachelor of Business Administration, Finance
Brandon Stroschein's RBC Capital Markets Experience January 2005 - June 2007
Job Consulting Manager Growth Strategies at Baker Tilly Virchow Krause, LLP
Industry Management Consulting
Experience
Baker Tilly Virchow Krause, LLP August 2012 - Present
Baker Tilly Virchow Krause, LLP July 2007 - August 2012
RBC Capital Markets January 2005 - June 2007
Ameriprise Financial Services, Inc. May 2006 - August 2006
Skills
Financial Analysis, Management Consulting, Financial Modeling, Consulting, Marketing Effectiveness, Project Management, CRM, Business Process..., Customer Experience, Technology Roadmapping, Marketing Automation, Eloqua, Cloud Computing
Education
University of Minnesota - Carlson School of Management
BSB, Finance & Entrepreneurial Management
Baker Tilly Virchow Krause, LLP August 2012 - Present
Baker Tilly Virchow Krause, LLP July 2007 - August 2012
RBC Capital Markets January 2005 - June 2007
Ameriprise Financial Services, Inc. May 2006 - August 2006
Skills
Financial Analysis, Management Consulting, Financial Modeling, Consulting, Marketing Effectiveness, Project Management, CRM, Business Process..., Customer Experience, Technology Roadmapping, Marketing Automation, Eloqua, Cloud Computing
Education
University of Minnesota - Carlson School of Management
BSB, Finance & Entrepreneurial Management
Adam Lamm's RBC Capital Markets Experience June 2010 - August 2010
Job MBA Candidate at The Wharton School
Industry Financial Services
Experience
Golub Capital January 2013 - July 2015
Jefferies & Company July 2011 - December 2012
RBC Capital Markets June 2010 - August 2010
Skills
Valuation, Financial Modeling, Investment Banking, Corporate Finance, Financial Analysis, Due Diligence, Bloomberg, LBO, Mergers, Capital Markets, Equities, Private Equity, Investments, Economics, Microsoft Excel
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Michigan 2007 — 2011
B.S., Financial Mathematics, Economics
Golub Capital January 2013 - July 2015
Jefferies & Company July 2011 - December 2012
RBC Capital Markets June 2010 - August 2010
Skills
Valuation, Financial Modeling, Investment Banking, Corporate Finance, Financial Analysis, Due Diligence, Bloomberg, LBO, Mergers, Capital Markets, Equities, Private Equity, Investments, Economics, Microsoft Excel
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Michigan 2007 — 2011
B.S., Financial Mathematics, Economics
Phillip Kryjeski's RBC Capital Markets Experience July 2010 - February 2012
Job Senior Associate, Security Data Analyst at Pine River Capital Management
Industry Banking
Experience
Pine River Capital Management June 2015 - Present
RBC Global Asset Management February 2012 - June 2015
RBC Capital Markets July 2010 - February 2012
US Bank October 2007 - July 2010
Skills
Securities, Investments, Financial Analysis, Equities, Fixed Income, Due Diligence, Asset Management, Portfolio Management, Bloomberg, Mutual Funds, Financial Modeling, Financial Services, Mergers, Business Analysis
Education
University of Minnesota College of Continuing Education 2014 — 2014
Project Management Certificate, Project Management
Minnesota Paralegal Institute 2005 — 2005
Paralegal Certificate, Paralegal Studies
University of Minnesota-Duluth 2001 — 2005
Bachelor of Applied Science (B.A.Sc.), Psychology
Pine River Capital Management June 2015 - Present
RBC Global Asset Management February 2012 - June 2015
RBC Capital Markets July 2010 - February 2012
US Bank October 2007 - July 2010
Skills
Securities, Investments, Financial Analysis, Equities, Fixed Income, Due Diligence, Asset Management, Portfolio Management, Bloomberg, Mutual Funds, Financial Modeling, Financial Services, Mergers, Business Analysis
Education
University of Minnesota College of Continuing Education 2014 — 2014
Project Management Certificate, Project Management
Minnesota Paralegal Institute 2005 — 2005
Paralegal Certificate, Paralegal Studies
University of Minnesota-Duluth 2001 — 2005
Bachelor of Applied Science (B.A.Sc.), Psychology
Keyur Patel's RBC Capital Markets Experience November 2013 - Present
Job Investment Banking Analyst, Mergers & Acquisitions at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets November 2013 - Present
Lear Corporation May 2012 - November 2013
Rothschild June 2011 - August 2011
BCMS Corporate June 2010 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Bloomberg, Mergers & Acquisitions, Investment Banking, Corporate Finance, ThomsonOne, Capital IQ, VBA, Hyperion HFM, Capital Markets
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.)
RBC Capital Markets November 2013 - Present
Lear Corporation May 2012 - November 2013
Rothschild June 2011 - August 2011
BCMS Corporate June 2010 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Bloomberg, Mergers & Acquisitions, Investment Banking, Corporate Finance, ThomsonOne, Capital IQ, VBA, Hyperion HFM, Capital Markets
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.)
Vincent Hankes's RBC Capital Markets Experience June 2011 - August 2013
Job Investment Banking Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2015 - Present
Nike Golf February 2012 - May 2015
Goldman Sachs June 2014 - August 2014
RBC Capital Markets June 2011 - August 2013
RBC Capital Markets June 2012 - August 2012
Skills
Equity Research, Fixed Income, Teamwork, Outlook, Budgets, Team Leadership, Accounting, Project Management, Teaching, Qualitative Research, Finance, Corporate Finance, Economics, Idea Person, Investment Banking, Leadership, Strategy, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance
Goldman Sachs July 2015 - Present
Nike Golf February 2012 - May 2015
Goldman Sachs June 2014 - August 2014
RBC Capital Markets June 2011 - August 2013
RBC Capital Markets June 2012 - August 2012
Skills
Equity Research, Fixed Income, Teamwork, Outlook, Budgets, Team Leadership, Accounting, Project Management, Teaching, Qualitative Research, Finance, Corporate Finance, Economics, Idea Person, Investment Banking, Leadership, Strategy, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance
Brent Birkemeier's RBC Capital Markets Experience July 2012 - Present
Job Senior Technical Consultant at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets July 2012 - Present
RBC Capital Markets November 2009 - July 2012
RBC Capital Markets June 2008 - November 2009
Skills
Microsoft Excel 2003, Visual Basic, Business Analysis, Project Management, Data Analysis, Process Improvement, Business Intelligence, Vendor Management, Visio, SQL, PowerPoint, Requirements Analysis, SharePoint, Access, MS Project, Microsoft Excel, Requirements Gathering
Education
University of Minnesota-Duluth 2004 — 2008
Bachelor of Business Administration, Financial Markets
Woodbury High School 2000 — 2004
RBC Capital Markets July 2012 - Present
RBC Capital Markets November 2009 - July 2012
RBC Capital Markets June 2008 - November 2009
Skills
Microsoft Excel 2003, Visual Basic, Business Analysis, Project Management, Data Analysis, Process Improvement, Business Intelligence, Vendor Management, Visio, SQL, PowerPoint, Requirements Analysis, SharePoint, Access, MS Project, Microsoft Excel, Requirements Gathering
Education
University of Minnesota-Duluth 2004 — 2008
Bachelor of Business Administration, Financial Markets
Woodbury High School 2000 — 2004
Robert Leshman's RBC Capital Markets Experience November 2008 - February 2009
Job Independent Investment Management Professional
Industry Investment Management
Experience
Self Employed February 2009 - Present
RBC Capital Markets November 2008 - February 2009
Alchemy Ventures January 2007 - November 2008
Schonfeld Securities/Lakeland/Remsenberg SMH July 2001 - November 2008
Amroc Securities Group January 1998 - June 2000
Lehman Brothers August 1995 - March 1997
Lehman Brothers July 1991 - July 1993
Ernst & Young September 1989 - July 1991
Education
Columbia Business School 1993 — 1995
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1985 — 1989
BBA, Accounting
Self Employed February 2009 - Present
RBC Capital Markets November 2008 - February 2009
Alchemy Ventures January 2007 - November 2008
Schonfeld Securities/Lakeland/Remsenberg SMH July 2001 - November 2008
Amroc Securities Group January 1998 - June 2000
Lehman Brothers August 1995 - March 1997
Lehman Brothers July 1991 - July 1993
Ernst & Young September 1989 - July 1991
Education
Columbia Business School 1993 — 1995
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1985 — 1989
BBA, Accounting
Peter Tucker's RBC Capital Markets Experience November 2005 - June 2009
Job Managing Director at INTL FCStone Inc.
Industry Financial Services
Experience
INTL FCStone Inc. January 2011 - Present
ADMIS December 2009 - December 2010
RBC Capital Markets November 2005 - June 2009
Skills
Securities, Proprietary Trading, FX trading, FX Options, FX Hedging, Hedging, Electronic Trading, Commodity, Trading, Derivatives, Hedge Funds, Financial Markets, Fixed Income, Trading Systems, Capital Markets, Equities, Options, Portfolio Management
Education
University of Massachusetts, Amherst 1978 — 1982
B.B.A., Finance
INTL FCStone Inc. January 2011 - Present
ADMIS December 2009 - December 2010
RBC Capital Markets November 2005 - June 2009
Skills
Securities, Proprietary Trading, FX trading, FX Options, FX Hedging, Hedging, Electronic Trading, Commodity, Trading, Derivatives, Hedge Funds, Financial Markets, Fixed Income, Trading Systems, Capital Markets, Equities, Options, Portfolio Management
Education
University of Massachusetts, Amherst 1978 — 1982
B.B.A., Finance
Robert Barreto's RBC Capital Markets Experience Senior Mortgage Trade Suport AnalystLehman BrothersMay 2006 - March 2008
Job Supervisor at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets Senior Mortgage Trade Suport AnalystLehman BrothersMay 2006 - March 2008
Skills
Bloomberg, Fixed Income, Derivatives, Capital Markets, Equities, Hedge Funds, Swaps, Bonds, Securities, FX Options, Trading Systems, Trading, Portfolio Management
Education
University of Massachusetts, Amherst 2004 — 2008
Bachelor's degree, Economics & Legal Studies, 3.0
RBC Capital Markets Senior Mortgage Trade Suport AnalystLehman BrothersMay 2006 - March 2008
Skills
Bloomberg, Fixed Income, Derivatives, Capital Markets, Equities, Hedge Funds, Swaps, Bonds, Securities, FX Options, Trading Systems, Trading, Portfolio Management
Education
University of Massachusetts, Amherst 2004 — 2008
Bachelor's degree, Economics & Legal Studies, 3.0
Terry Moen's RBC Capital Markets Experience June 1998 - Present
Job Director Product Compliance at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets June 1998 - Present
Piper Jaffray May 1991 - June 1998
Skills
Structured Products, Options, Commodities, Alternative Investments, ETFs, Closed-end Funds, Cash Management, Fixed Income, Securities Lending, Capital Markets
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (MBA), Finance, General
University of Minnesota - Carlson School of Management
Bachelor of Science (BS), Business Administration and Management, General
RBC Capital Markets June 1998 - Present
Piper Jaffray May 1991 - June 1998
Skills
Structured Products, Options, Commodities, Alternative Investments, ETFs, Closed-end Funds, Cash Management, Fixed Income, Securities Lending, Capital Markets
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (MBA), Finance, General
University of Minnesota - Carlson School of Management
Bachelor of Science (BS), Business Administration and Management, General
Jason Bebler's RBC Capital Markets Experience January 2002 - June 2003
Job Assistant Vice President Equity & Options Trader at Wells Fargo Wealth Management
Industry Financial Services
Experience
Wells Fargo Wealth Management November 2011 - Present
US Bank February 2009 - November 2011
RBC Global Asset Management (U.S.) Inc. January 2006 - October 2008
GMAC-RFC January 2004 - December 2005
RBC Capital Markets January 2002 - June 2003
Piper Jaffray October 1995 - October 2001
Skills
Equities, Capital Markets, Marketing, Series 7, Bloomberg, Fixed Income, Options, Equity Trading, Equity Option Trading, Flextrade, Charles River IMS, Brass, Fidessa, Asset Allocation, Technical Analysis, Mortgage Trading, Trading, Valuation, Hedge Funds, Trading Systems, Alternative Investments, FINRA, Financial Markets, Mutual Funds, Bonds, Derivatives, Securities, Portfolio Management, Investment Strategies, Investment Management, Equity Derivatives, Electronic Trading
Education
University of St. Thomas 2007 — 2014
Master of Business Administration (M.B.A.), Finance
University of Minnesota-Duluth 1990 — 1995
BA, Economics
University of Minnesota-Duluth 1990 — 1995
BBA, Marketing
Wells Fargo Wealth Management November 2011 - Present
US Bank February 2009 - November 2011
RBC Global Asset Management (U.S.) Inc. January 2006 - October 2008
GMAC-RFC January 2004 - December 2005
RBC Capital Markets January 2002 - June 2003
Piper Jaffray October 1995 - October 2001
Skills
Equities, Capital Markets, Marketing, Series 7, Bloomberg, Fixed Income, Options, Equity Trading, Equity Option Trading, Flextrade, Charles River IMS, Brass, Fidessa, Asset Allocation, Technical Analysis, Mortgage Trading, Trading, Valuation, Hedge Funds, Trading Systems, Alternative Investments, FINRA, Financial Markets, Mutual Funds, Bonds, Derivatives, Securities, Portfolio Management, Investment Strategies, Investment Management, Equity Derivatives, Electronic Trading
Education
University of St. Thomas 2007 — 2014
Master of Business Administration (M.B.A.), Finance
University of Minnesota-Duluth 1990 — 1995
BA, Economics
University of Minnesota-Duluth 1990 — 1995
BBA, Marketing
Forest Becker's RBC Capital Markets Experience August 2014 - Present
Job Project Lead at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets August 2014 - Present
RBC Capital Markets January 2011 - Present
Skills
Business Analysis, Building Automation, Trading Systems, Fixed Income, Bloomberg, Equity Research, Equities, Equity Valuation, Analysis
Education
University of Minnesota-Duluth 2004 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
RBC Capital Markets August 2014 - Present
RBC Capital Markets January 2011 - Present
Skills
Business Analysis, Building Automation, Trading Systems, Fixed Income, Bloomberg, Equity Research, Equities, Equity Valuation, Analysis
Education
University of Minnesota-Duluth 2004 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Seth Jackier's RBC Capital Markets Experience April 2015 - Present
Job Managing Director at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets April 2015 - Present
Gibraltar Related Entities June 2012 - Present
FDX Holdings LLC March 2014 - April 2015
Merrill Lynch June 2000 - June 2012
Lehman Brothers September 1995 - June 2000
Skills
Fixed Income, Securitization, Derivatives, Residential Mortgages, Commercial Mortgages, Hedging, Alternative Investments, Sales Management, Investment Banking, Hedge Funds, Sales, Deal Execution, Oil/Gas, Investments, Valuation, Portfolio Management, Capital Markets, Securities, Bloomberg, Trading, Asset Management, Loans, Credit, Equities, Series 63, Private Equity
Education
University of Michigan 1991 — 1995
Bachelor's degree, International Studies
RBC Capital Markets April 2015 - Present
Gibraltar Related Entities June 2012 - Present
FDX Holdings LLC March 2014 - April 2015
Merrill Lynch June 2000 - June 2012
Lehman Brothers September 1995 - June 2000
Skills
Fixed Income, Securitization, Derivatives, Residential Mortgages, Commercial Mortgages, Hedging, Alternative Investments, Sales Management, Investment Banking, Hedge Funds, Sales, Deal Execution, Oil/Gas, Investments, Valuation, Portfolio Management, Capital Markets, Securities, Bloomberg, Trading, Asset Management, Loans, Credit, Equities, Series 63, Private Equity
Education
University of Michigan 1991 — 1995
Bachelor's degree, International Studies
Steven Peller's RBC Capital Markets Experience June 2015 - Present
Job Student at University of Maryland College Park
Industry
Experience
RBC Capital Markets June 2015 - Present
Education
University of Maryland College Park 2013 — 2017
RBC Capital Markets June 2015 - Present
Education
University of Maryland College Park 2013 — 2017
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