roulston research
Description
Address: 3615 Superior Ave #3101b, Cleveland, OH 44114 Phone: (216) 780-9581Website: Place name: : : Hours: Category: : : : : Website: http://www.roulstoninvestmentpartners.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Thomas Roulston Investment Partners Investment Inc Posting publicly on the Web Write a review Reviews Be the first to review
roulston research List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at roulston research. You can filter them based on skills, years of employment, job, education, department, and prior employment.
roulston research Salaries. You can even request information on how much does roulston research pay if you want to. Learn about salaries, pros and cons of working for roulston research 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!
52 roulston research employees in database. Find out everything there's to know about roulston research 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.
roulston research Employees
Employee
Years
Job
Industry
Danqing Zhou Danqing Zhou's roulston research Experience September 2010 - March 2011
Job ZXJ LLC
Industry Restaurants
Experience
ZXJ LLC April 2011 - Present
Roulston Research September 2010 - March 2011
Huntington Bank July 2009 - August 2009
Skills
Accounting, Financial Statement..., Market Research, Cash Flow Forecasting
Education
The Ohio State University 2009 — 2010
Master, Accounting
Franklin University 2006 — 2009
Bachelor, Financial Management
ZXJ LLC April 2011 - Present
Roulston Research September 2010 - March 2011
Huntington Bank July 2009 - August 2009
Skills
Accounting, Financial Statement..., Market Research, Cash Flow Forecasting
Education
The Ohio State University 2009 — 2010
Master, Accounting
Franklin University 2006 — 2009
Bachelor, Financial Management
Santosh Vummidisingh Santosh Vummidisingh's roulston research Experience July 2011 - December 2011
Job Senior Procurement Financial Analyst at Amazon
Industry Food Production
Experience
Amazon September 2015 - Present
Dawn Food Products March 2014 - September 2015
Cooper Tire & Rubber Company July 2013 - March 2014
Cooper Tire & Rubber Company January 2012 - July 2013
Roulston Research July 2011 - December 2011
Ohio University January 2010 - December 2010
Sri Sri Engineering works December 2008 - July 2009
Skills
Forecasting, Market Analysis, Pricing Strategy, SQL, Minitab, Access, PowerPoint, Eviews, Financial Analysis, Investments, Statistical Modeling, Matlab, Data Mining, Microsoft Excel, Essbase, Hyperion Interactive..., Pricing Analysis, SAP ERP, Budget Management, SAP BI, Competitive Marketing..., Cost Accounting, Strategic Planning, C++, C, Core Java, Python, Excel, Cash Flow Management, Risk Assessment, Monte Carlo Simulation, Client Services, Customer Service, Financial Planning, Project Coordination, Asset Management, CRM software, Cost Analysis, Program Development, Cubes, SAS, CRM, Pricing
Education
Ohio University 2010 — 2011
Master of Science (MS), Financial Economics
Ohio University 2009 — 2011
Master of Science (MS), Applied Mathematics
C.B.I.T 2005 — 2009
Bachelor's degree, Electrical and Electronics Engineering
Amazon September 2015 - Present
Dawn Food Products March 2014 - September 2015
Cooper Tire & Rubber Company July 2013 - March 2014
Cooper Tire & Rubber Company January 2012 - July 2013
Roulston Research July 2011 - December 2011
Ohio University January 2010 - December 2010
Sri Sri Engineering works December 2008 - July 2009
Skills
Forecasting, Market Analysis, Pricing Strategy, SQL, Minitab, Access, PowerPoint, Eviews, Financial Analysis, Investments, Statistical Modeling, Matlab, Data Mining, Microsoft Excel, Essbase, Hyperion Interactive..., Pricing Analysis, SAP ERP, Budget Management, SAP BI, Competitive Marketing..., Cost Accounting, Strategic Planning, C++, C, Core Java, Python, Excel, Cash Flow Management, Risk Assessment, Monte Carlo Simulation, Client Services, Customer Service, Financial Planning, Project Coordination, Asset Management, CRM software, Cost Analysis, Program Development, Cubes, SAS, CRM, Pricing
Education
Ohio University 2010 — 2011
Master of Science (MS), Financial Economics
Ohio University 2009 — 2011
Master of Science (MS), Applied Mathematics
C.B.I.T 2005 — 2009
Bachelor's degree, Electrical and Electronics Engineering
Si (Amy) Shi Si (Amy) Shi's roulston research Experience June 2012 - August 2012
Job Tax Staff at EY
Industry Accounting
Experience
EY November 2014 - Present
Kustov & Associates, Inc. CPA August 2014 - September 2014
MRI Software LLC February 2014 - May 2014
Danaher June 2013 - August 2013
Case Western Reserve University August 2012 - May 2013
Unique Tax and Accounting Inc. December 2012 - March 2013
Roulston Research June 2012 - August 2012
Cuyahoga Earned Income Tax Credit Coalition February 2012 - April 2012
Citi January 2011 - January 2011
Bank of Shanghai August 2010 - September 2010
Skills
Financial Reporting, Auditing, Tax, International Tax, Corporate Finance, UltraTax, Microsoft Office, Photoshop, CCH Intelliconnect, Drawing, Intacct, Financial Modeling, CorpTax, Lacerte Tax, QuickBooks
Education
Case Western Reserve University - Weatherhead School of Management 2011 — 2014
Master's degree, Accountancy, 3.86 /4.0
Tongji University 2007 — 2011
Bachelor's degree, Jewel and Material Processing Technology, 4.06/5.00
EY November 2014 - Present
Kustov & Associates, Inc. CPA August 2014 - September 2014
MRI Software LLC February 2014 - May 2014
Danaher June 2013 - August 2013
Case Western Reserve University August 2012 - May 2013
Unique Tax and Accounting Inc. December 2012 - March 2013
Roulston Research June 2012 - August 2012
Cuyahoga Earned Income Tax Credit Coalition February 2012 - April 2012
Citi January 2011 - January 2011
Bank of Shanghai August 2010 - September 2010
Skills
Financial Reporting, Auditing, Tax, International Tax, Corporate Finance, UltraTax, Microsoft Office, Photoshop, CCH Intelliconnect, Drawing, Intacct, Financial Modeling, CorpTax, Lacerte Tax, QuickBooks
Education
Case Western Reserve University - Weatherhead School of Management 2011 — 2014
Master's degree, Accountancy, 3.86 /4.0
Tongji University 2007 — 2011
Bachelor's degree, Jewel and Material Processing Technology, 4.06/5.00
Robert Marinko Robert Marinko's roulston research Experience October 1993 - September 1996
Job Senior .NET Developer at CGI
Industry Computer Software
Experience
CGI December 2012 - Present
ARC/eBlueprint March 2003 - December 2012
CCAi September 1996 - March 2003
Roulston Research October 1993 - September 1996
Skills
Web Development, .NET, Microsoft SQL Server, AJAX
Education
Cleveland State University 2005 — 2007
Masters, Business Administration
Cleveland State University 1990 — 1996
Bachelor, Computer Science
CGI December 2012 - Present
ARC/eBlueprint March 2003 - December 2012
CCAi September 1996 - March 2003
Roulston Research October 1993 - September 1996
Skills
Web Development, .NET, Microsoft SQL Server, AJAX
Education
Cleveland State University 2005 — 2007
Masters, Business Administration
Cleveland State University 1990 — 1996
Bachelor, Computer Science
Evan Barry Evan Barry's roulston research Experience September 2012 - December 2012
Job Financial Planning Analyst at TravelCenters of America
Industry Financial Services
Experience
TravelCenters of America September 2015 - Present
Longbow Research May 2014 - September 2015
Northcoast Research December 2013 - May 2014
Thomas Roulston Investment Partners, Inc. September 2013 - December 2013
Roulston Research September 2012 - December 2012
Skills
Equity Research, Financial Modeling, Portfolio Management, Financial Analysis, Investments, Financial Accounting, Entrepreneurship, Finance, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Marketing, Market Research, Time Management, Budgets, Marketing Communications, Event Planning, Social Media, Building Relationships, Leadership, Customer Service, Account Management, Public Relations, Strategic Planning, Equities
Education
John Carroll University 2010 — 2014
Bachelor of Science in Business Administration (B.S.B.A.), Finance
St. Peter Chanel High School 2006 — 2010
TravelCenters of America September 2015 - Present
Longbow Research May 2014 - September 2015
Northcoast Research December 2013 - May 2014
Thomas Roulston Investment Partners, Inc. September 2013 - December 2013
Roulston Research September 2012 - December 2012
Skills
Equity Research, Financial Modeling, Portfolio Management, Financial Analysis, Investments, Financial Accounting, Entrepreneurship, Finance, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Marketing, Market Research, Time Management, Budgets, Marketing Communications, Event Planning, Social Media, Building Relationships, Leadership, Customer Service, Account Management, Public Relations, Strategic Planning, Equities
Education
John Carroll University 2010 — 2014
Bachelor of Science in Business Administration (B.S.B.A.), Finance
St. Peter Chanel High School 2006 — 2010
Jesse Cowan Jesse Cowan's roulston research Experience January 2012 - March 2012
Job Researcher; Salesman; Hot Sauce Maker; Entrepreneur
Industry Research
Experience
Nationwide Insurance February 2014 - April 2014
KeyBank June 2012 - June 2013
Roulston Research January 2012 - March 2012
Skills
Sales, Research, Financial Analysis, Leadership, Management, Economics, Data Analysis, Microsoft Excel, Microsoft Office, Public Speaking
Education
Cleveland State University
Master of Arts (M.A.), Economics
Ohio University
Bachelor of Arts (B.A.), Economics
Nationwide Insurance February 2014 - April 2014
KeyBank June 2012 - June 2013
Roulston Research January 2012 - March 2012
Skills
Sales, Research, Financial Analysis, Leadership, Management, Economics, Data Analysis, Microsoft Excel, Microsoft Office, Public Speaking
Education
Cleveland State University
Master of Arts (M.A.), Economics
Ohio University
Bachelor of Arts (B.A.), Economics
Haoyu Mi Haoyu Mi's roulston research Experience August 2014 - Present
Job Investment Accountant at School Employees Retirement System
Industry Financial Services
Experience
School Employees Retirement System October 2014 - Present
Roulston Research August 2014 - Present
Nationwide Insurance February 2014 - April 2014
Endowment Fund of The Ohio State University February 2014 - April 2014
China Construction Bank July 2012 - September 2012
ING Life Insurance Company (Bermuda) Limited August 2011 - August 2011
China Dragon Securities July 2011 - August 2011
Skills
Microsoft Excel, Bloomberg, Capital IQ, Stata, Eclipse, Securities practice..., Java, Management, Valuation, Accounting, Credit
Education
The Ohio State University Fisher College of Business 2013 — 2014
Specilized Master - Finance, Corporate Finance, Investment
Zhejiang University 2009 — 2013
Bachelor's Degree, International Economics and Trade
School Employees Retirement System October 2014 - Present
Roulston Research August 2014 - Present
Nationwide Insurance February 2014 - April 2014
Endowment Fund of The Ohio State University February 2014 - April 2014
China Construction Bank July 2012 - September 2012
ING Life Insurance Company (Bermuda) Limited August 2011 - August 2011
China Dragon Securities July 2011 - August 2011
Skills
Microsoft Excel, Bloomberg, Capital IQ, Stata, Eclipse, Securities practice..., Java, Management, Valuation, Accounting, Credit
Education
The Ohio State University Fisher College of Business 2013 — 2014
Specilized Master - Finance, Corporate Finance, Investment
Zhejiang University 2009 — 2013
Bachelor's Degree, International Economics and Trade
Whitney Watkins Whitney Watkins's roulston research Experience January 2012 - March 2012
Job Finance Analyst at KeyBank
Industry Financial Services
Experience
KeyBank January 2015 - Present
KeyBank July 2013 - January 2015
Merrill Lynch June 2012 - August 2012
Roulston Research January 2012 - March 2012
The Waterstone Company May 2011 - December 2011
Skills
Microsoft Excel, Financial Analysis, Portfolio Management, PowerPoint, Morningstar, Microsoft Word, Valuation, Risk Management, Financial Modeling
Education
John Carroll University 2009 — 2013
Bachelor of Science in Business Administration, Finance
Regents College, United Kingdom 2011 — 2011
KeyBank January 2015 - Present
KeyBank July 2013 - January 2015
Merrill Lynch June 2012 - August 2012
Roulston Research January 2012 - March 2012
The Waterstone Company May 2011 - December 2011
Skills
Microsoft Excel, Financial Analysis, Portfolio Management, PowerPoint, Morningstar, Microsoft Word, Valuation, Risk Management, Financial Modeling
Education
John Carroll University 2009 — 2013
Bachelor of Science in Business Administration, Finance
Regents College, United Kingdom 2011 — 2011
Rose (He) Yao Rose (He) Yao's roulston research Experience September 2012 - March 2013
Job Quantitative Risk Analyst at PNC
Industry Financial Services
Experience
PNC October 2013 - Present
BNY Mellon April 2013 - September 2013
roulston research September 2012 - March 2013
UBS Investment Bank June 2012 - August 2012
SINOMACH FINANCE CO., LTD. June 2010 - August 2010
CHINA MERCHANTS SECURITIES CO., LTD. June 2009 - August 2009
Skills
SAS, Excel, C, Financial Modeling, Financial Analysis, Statistics, Mandarin, Valuation, Corporate Finance, Market Research, Business Strategy, Forecasting, Access, Portfolio Management, Microsoft Excel, Economics, Equity Research, SAS programming, Derivatives, Risk Management, Analysis, Bloomberg, Competitive Analysis, Financial Reporting, Quantitative Analytics, Econometrics, Data Analysis, Finance, Bloomberg Terminal, Fixed Income, Private Equity, R, Investments, Eviews
Education
Weatherhead School of Management at Case Western Reserve University 2011 — 2012
MS- Finance, Finance, Investment Banking, Corporate Finance
Fudan University 2007 — 2011
Bachelor of Economics, Finance, Finance
PNC October 2013 - Present
BNY Mellon April 2013 - September 2013
roulston research September 2012 - March 2013
UBS Investment Bank June 2012 - August 2012
SINOMACH FINANCE CO., LTD. June 2010 - August 2010
CHINA MERCHANTS SECURITIES CO., LTD. June 2009 - August 2009
Skills
SAS, Excel, C, Financial Modeling, Financial Analysis, Statistics, Mandarin, Valuation, Corporate Finance, Market Research, Business Strategy, Forecasting, Access, Portfolio Management, Microsoft Excel, Economics, Equity Research, SAS programming, Derivatives, Risk Management, Analysis, Bloomberg, Competitive Analysis, Financial Reporting, Quantitative Analytics, Econometrics, Data Analysis, Finance, Bloomberg Terminal, Fixed Income, Private Equity, R, Investments, Eviews
Education
Weatherhead School of Management at Case Western Reserve University 2011 — 2012
MS- Finance, Finance, Investment Banking, Corporate Finance
Fudan University 2007 — 2011
Bachelor of Economics, Finance, Finance
Chunyang (Yang) Hu Chunyang (Yang) Hu's roulston research Experience September 2013 - November 2013
Job at Loff Wind
Industry Banking
Experience
Loff Wind September 2014 - Present
Raymond James Financial Inc. July 2014 - Present
LEEDCo May 2014 - September 2014
Roulston Research September 2013 - November 2013
Hunter Valley Company, LLC. July 2013 - August 2013
Pilot Signs & Designs January 2013 - May 2013
Case Western Reserve University August 2012 - May 2013
Skills
Financial Modeling, Data Analysis, Offshore Wind, Research, Microsoft Excel, Statistics, Microsoft Office, Econometrics, Financial Analysis, PowerPoint, Finance, Economics, Microsoft Word, Teamwork, Analysis, Photoshop, Customer Service, Stata, SAS programming, SAS, Teaching, Banking, Access, Social Media, English, Windows, Team Leadership, SAS Programming
Education
Weatherhead School of Management at Case Western Reserve University 2012 — 2014
Master's Degree, Finance
Case Western Reserve University - Weatherhead School of Management 2010 — 2012
Bachelor of Science (BS), Management and Finance
Tongji University 2008 — 2010
Loff Wind September 2014 - Present
Raymond James Financial Inc. July 2014 - Present
LEEDCo May 2014 - September 2014
Roulston Research September 2013 - November 2013
Hunter Valley Company, LLC. July 2013 - August 2013
Pilot Signs & Designs January 2013 - May 2013
Case Western Reserve University August 2012 - May 2013
Skills
Financial Modeling, Data Analysis, Offshore Wind, Research, Microsoft Excel, Statistics, Microsoft Office, Econometrics, Financial Analysis, PowerPoint, Finance, Economics, Microsoft Word, Teamwork, Analysis, Photoshop, Customer Service, Stata, SAS programming, SAS, Teaching, Banking, Access, Social Media, English, Windows, Team Leadership, SAS Programming
Education
Weatherhead School of Management at Case Western Reserve University 2012 — 2014
Master's Degree, Finance
Case Western Reserve University - Weatherhead School of Management 2010 — 2012
Bachelor of Science (BS), Management and Finance
Tongji University 2008 — 2010
Matt Korber Matt Korber's roulston research Experience September 2013 - December 2013
Job Operations Supervisor at FedEx Freight
Industry Transportation/Trucking/Railroad
Experience
FedEx Freight November 2014 - Present
FedEx Freight April 2012 - November 2014
Roulston Research September 2013 - December 2013
Roulston Research June 2013 - August 2013
Marc's July 2007 - July 2012
Skills
Financial Analysis, Data Analysis, Public Speaking, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Leadership, Time Management, Social Media, Market Research, Teamwork
Education
Cleveland State University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance
FedEx Freight November 2014 - Present
FedEx Freight April 2012 - November 2014
Roulston Research September 2013 - December 2013
Roulston Research June 2013 - August 2013
Marc's July 2007 - July 2012
Skills
Financial Analysis, Data Analysis, Public Speaking, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Leadership, Time Management, Social Media, Market Research, Teamwork
Education
Cleveland State University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Rasa Griganaviciute Rasa Griganaviciute's roulston research Experience September 2011 - December 2011
Job Internal Audit Analyst
Industry Financial Services
Experience
NEORSD February 2012 - Present
Roulston Research September 2011 - December 2011
Skills
Financial Services, Finance, Business Process..., Process Improvement, Auditing, Risk Management, Analysis, Financial Risk, Valuation, Internal Audit, Microsoft Excel, Financial Modeling, Management Consulting, Sarbanes-Oxley Act, Risk Assessment, Portfolio Management, Internal Controls, Enterprise Risk..., Financial Reporting, Managerial Finance, Accounting, Accounts Payable, Accounts Receivable, Forecasting, Business Analysis, Financial Analysis, Data Analysis, Corporate Finance, Payroll
Education
Cleveland State University
Master of Business Administration (M.B.A.), Finance
Vytauto Dižiojo Universitetas
Bachelor, Economics
NEORSD February 2012 - Present
Roulston Research September 2011 - December 2011
Skills
Financial Services, Finance, Business Process..., Process Improvement, Auditing, Risk Management, Analysis, Financial Risk, Valuation, Internal Audit, Microsoft Excel, Financial Modeling, Management Consulting, Sarbanes-Oxley Act, Risk Assessment, Portfolio Management, Internal Controls, Enterprise Risk..., Financial Reporting, Managerial Finance, Accounting, Accounts Payable, Accounts Receivable, Forecasting, Business Analysis, Financial Analysis, Data Analysis, Corporate Finance, Payroll
Education
Cleveland State University
Master of Business Administration (M.B.A.), Finance
Vytauto Dižiojo Universitetas
Bachelor, Economics
Brandon Avergon's roulston research Experience February 2011 - June 2011
Job Relationship Manager Alternative Investment Solutions
Industry Financial Services
Experience
Brighton House Associates December 2013 - June 2015
CAIA Association March 2012 - December 2013
VizQuest Ventures May 2011 - September 2011
roulston research February 2011 - June 2011
Crane Data LLC 2007 - 2010
West End House Camp June 2005 - August 2009
Skills
Market Research, Social Media Marketing, Research, Google Analytics, Microsoft Excel, Salesforce.com, Blogging, Economics, Sales, PowerPoint, SEO, Spanish-speaking, Alternative Investments, Hedge Funds, Private Equity, Equities, Investor Relations, Data Analysis, Quantitative Analytics, Microsoft Office, Marketing Research, Access, Public Speaking, B2B Marketing, Google Adwords, Statistics, Microsoft Word, Econometrics, Google Webmaster Tools, B2B Marketing Strategy, SEO copywriting, Marketing Copy, MailChimp, SurveyMonkey, SugarCRM, Bit.ly, Microsoft Expression, Jigsaw, WordPress
Education
University of Massachusetts, Amherst
Bachelor of Science (BS), Business/Managerial Economics
Florida State University - Panamá 2011 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Westborough High School 2004 — 2008
Diploma
Brighton House Associates December 2013 - June 2015
CAIA Association March 2012 - December 2013
VizQuest Ventures May 2011 - September 2011
roulston research February 2011 - June 2011
Crane Data LLC 2007 - 2010
West End House Camp June 2005 - August 2009
Skills
Market Research, Social Media Marketing, Research, Google Analytics, Microsoft Excel, Salesforce.com, Blogging, Economics, Sales, PowerPoint, SEO, Spanish-speaking, Alternative Investments, Hedge Funds, Private Equity, Equities, Investor Relations, Data Analysis, Quantitative Analytics, Microsoft Office, Marketing Research, Access, Public Speaking, B2B Marketing, Google Adwords, Statistics, Microsoft Word, Econometrics, Google Webmaster Tools, B2B Marketing Strategy, SEO copywriting, Marketing Copy, MailChimp, SurveyMonkey, SugarCRM, Bit.ly, Microsoft Expression, Jigsaw, WordPress
Education
University of Massachusetts, Amherst
Bachelor of Science (BS), Business/Managerial Economics
Florida State University - Panamá 2011 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Westborough High School 2004 — 2008
Diploma
Joshua Marrara Joshua Marrara's roulston research Experience 2007 - 2008
Job HR Generalist at PTC Alliance
Industry Human Resources
Experience
PTC Alliance May 2013 - Present
DCCI December 2008 - May 2012
National Institute of Technology December 2007 - December 2008
Roulston Research 2007 - 2008
OnCall Services 2006 - 2008
Hunter Temporary Services February 2004 - May 2006
InfoCision Management Corporation May 2003 - February 2004
Kent Stater January 1998 - January 2003
Skills
Human Resources, Performance Metrics, Change Management, Training ROI, Human Resource..., Business Strategy, Budget, Team Building, Employee Relations, Organizational..., Staff Development, Staff Retention, Coaching, Staff Management, Temporary Staffing, Staffing Analysis, Recruiting, Recruitment Advertising, Internet Recruiting, Strategic Planning, Sourcing, KPI implementation, Report Writing, Training, Interviews, Talent Acquisition, Personnel Management, Leadership Development, Succession Planning, Temporary Placement, College Recruiting, Career Counseling, Performance Management, Applicant Tracking..., Employee Engagement, Job Search Strategies, Performance Appraisal, Executive Search, Conflict Resolution, Job Descriptions, Workforce Development, Cold Calling, Business Networking, Consulting, Screening, Organizational Design, Staffing Services, Deferred Compensation, Employee Benefits, Employee Training
Education
Kent State University 1998 — 2003
BA, Business Management, Marketing, CIS, Psychology
Canfield High School
PTC Alliance May 2013 - Present
DCCI December 2008 - May 2012
National Institute of Technology December 2007 - December 2008
Roulston Research 2007 - 2008
OnCall Services 2006 - 2008
Hunter Temporary Services February 2004 - May 2006
InfoCision Management Corporation May 2003 - February 2004
Kent Stater January 1998 - January 2003
Skills
Human Resources, Performance Metrics, Change Management, Training ROI, Human Resource..., Business Strategy, Budget, Team Building, Employee Relations, Organizational..., Staff Development, Staff Retention, Coaching, Staff Management, Temporary Staffing, Staffing Analysis, Recruiting, Recruitment Advertising, Internet Recruiting, Strategic Planning, Sourcing, KPI implementation, Report Writing, Training, Interviews, Talent Acquisition, Personnel Management, Leadership Development, Succession Planning, Temporary Placement, College Recruiting, Career Counseling, Performance Management, Applicant Tracking..., Employee Engagement, Job Search Strategies, Performance Appraisal, Executive Search, Conflict Resolution, Job Descriptions, Workforce Development, Cold Calling, Business Networking, Consulting, Screening, Organizational Design, Staffing Services, Deferred Compensation, Employee Benefits, Employee Training
Education
Kent State University 1998 — 2003
BA, Business Management, Marketing, CIS, Psychology
Canfield High School
Kristen Courtney Kristen Courtney's roulston research Experience January 2012 - May 2012
Job Client Service Associate at OJM Group
Industry Investment Management
Experience
OJM Group 2013 - Present
Northwestern Mutual June 2012 - 2013
roulston research January 2012 - May 2012
CTI Restaurants, Inc January 2007 - January 2012
Skills
Team Leadership, Microsoft Office, PowerPoint, Word, Customer Service, Microsoft Excel, Social Media, Finance
Education
John Carroll University 2008 — 2012
Bachelor of Science, Economics
Universität Dortmund 2011 — 2011
International Summer Program, German Culture
Lakota West High School 2004 — 2008
OJM Group 2013 - Present
Northwestern Mutual June 2012 - 2013
roulston research January 2012 - May 2012
CTI Restaurants, Inc January 2007 - January 2012
Skills
Team Leadership, Microsoft Office, PowerPoint, Word, Customer Service, Microsoft Excel, Social Media, Finance
Education
John Carroll University 2008 — 2012
Bachelor of Science, Economics
Universität Dortmund 2011 — 2011
International Summer Program, German Culture
Lakota West High School 2004 — 2008
Blake Furgerson's roulston research Experience January 2011 - May 2011
Job Financial Advisor at Robert W. Baird & Co. , Partner at The Nicholson Metz Davis Group, Baird PIM Group
Industry Investment Management
Experience
Robert W. Baird & Co. March 2014 - Present
The First Tee January 2014 - Present
Robert W. Baird & Co. December 2012 - December 2013
Northcoast Research August 2011 - December 2012
Roulston Research January 2011 - May 2011
John Carroll University January 2008 - May 2008
Dick's Sporting Goods September 2007 - January 2008
IMG February 2005 - May 2005
Skills
Financial Modeling, Investments, Market Research, Financial Analysis, Forecasting, Trend Analysis, Valuation, CRM, Competitive Analysis, Economics, Equity Valuation, Portfolio Management, Golf, Project Management, Business Strategy, Industry Research, SEC filings, Financial Markets, Financial Reporting, Business Opportunity..., Value Investing, Data Mining, Marketing, Advertising, Social Media, Statistics, Technical Analysis, Presentations, Problem Solving, Idea Generation, NPV, Microsoft Excel, Microsoft Office, Stock Market, Stock Market Analysis, Commodity Pricing, Commodity Markets, Economic Research, Corporate Strategy..., Corporate Development, Project Initiation, Revenue Modeling, Investment Strategies, Business Planning, Business Analysis, Business Networking, Experienced Traveler, Managed Futures, Chart Analysis, Portfolio Performance...
Education
John Carroll University 2008 — 2011
MBA - Finance, Cum Laude
Loyola University in Maryland 2005 — 2007
St. Edward High School 2001 — 2005
High School Graduate
Robert W. Baird & Co. March 2014 - Present
The First Tee January 2014 - Present
Robert W. Baird & Co. December 2012 - December 2013
Northcoast Research August 2011 - December 2012
Roulston Research January 2011 - May 2011
John Carroll University January 2008 - May 2008
Dick's Sporting Goods September 2007 - January 2008
IMG February 2005 - May 2005
Skills
Financial Modeling, Investments, Market Research, Financial Analysis, Forecasting, Trend Analysis, Valuation, CRM, Competitive Analysis, Economics, Equity Valuation, Portfolio Management, Golf, Project Management, Business Strategy, Industry Research, SEC filings, Financial Markets, Financial Reporting, Business Opportunity..., Value Investing, Data Mining, Marketing, Advertising, Social Media, Statistics, Technical Analysis, Presentations, Problem Solving, Idea Generation, NPV, Microsoft Excel, Microsoft Office, Stock Market, Stock Market Analysis, Commodity Pricing, Commodity Markets, Economic Research, Corporate Strategy..., Corporate Development, Project Initiation, Revenue Modeling, Investment Strategies, Business Planning, Business Analysis, Business Networking, Experienced Traveler, Managed Futures, Chart Analysis, Portfolio Performance...
Education
John Carroll University 2008 — 2011
MBA - Finance, Cum Laude
Loyola University in Maryland 2005 — 2007
St. Edward High School 2001 — 2005
High School Graduate
Bob Koci Bob Koci's roulston research Experience 1989 - 1996
Job Sr. Trader at State Teachers Retirement Stystem of Ohio
Industry Financial Services
Experience
State Teachers Retirement Stystem of Ohio June 2012 - Present
Principal Global Investors 1999 - 2011
Ohio Bureau of Workers’ Compensation 1997 - 1999
ValMark Securities 1997 - 1998
Roulston & Co 1996 - 1997
Roulston Research 1989 - 1996
Skills
Algorithms, EMS, Equities, Trading, Electronic Trading, Trading Systems, Mutual Funds, Bloomberg, Buy-side, Asset Management, Portfolio Management, Series 7, Risk Management, Compliance, Program Trading, Market Structure, Customer Relations, Options, New Business Development, Capital Markets, Investments, Securities, Technical Analysis, ETFs, Order Management, Excel, Institutional, Wealth Management, Budgeting, Traders, Equity Trading, Settlement, Analysis, Accounting, Bloomberg BESS Certified, Derivatives, Equity Derivatives, Trading Technology, Stocks, Trading Strategies, Hedging, Investment Strategies, Sell Side, Market Data, Trading Platforms, Smart Order Routing, Straight Through..., Quant, Investment Advisory, Trade Execution
Education
Baldwin Wallace University
BA, Business; Accounting and Finance
State Teachers Retirement Stystem of Ohio June 2012 - Present
Principal Global Investors 1999 - 2011
Ohio Bureau of Workers’ Compensation 1997 - 1999
ValMark Securities 1997 - 1998
Roulston & Co 1996 - 1997
Roulston Research 1989 - 1996
Skills
Algorithms, EMS, Equities, Trading, Electronic Trading, Trading Systems, Mutual Funds, Bloomberg, Buy-side, Asset Management, Portfolio Management, Series 7, Risk Management, Compliance, Program Trading, Market Structure, Customer Relations, Options, New Business Development, Capital Markets, Investments, Securities, Technical Analysis, ETFs, Order Management, Excel, Institutional, Wealth Management, Budgeting, Traders, Equity Trading, Settlement, Analysis, Accounting, Bloomberg BESS Certified, Derivatives, Equity Derivatives, Trading Technology, Stocks, Trading Strategies, Hedging, Investment Strategies, Sell Side, Market Data, Trading Platforms, Smart Order Routing, Straight Through..., Quant, Investment Advisory, Trade Execution
Education
Baldwin Wallace University
BA, Business; Accounting and Finance
Jeffrey Stevenson's roulston research Experience April 2011 - August 2014
Job Research Analyst at Freedonia Custom Research
Industry Research
Experience
Freedonia Custom Research November 2014 - Present
Roulston Research April 2011 - August 2014
Algaeon, Inc. December 2009 - April 2010
Roulston Research May 2009 - August 2009
WRP Investments May 2007 - August 2007
Roulston Investment Partners January 2007 - April 2007
Skills
Analysis, Strategy, Business Planning, Forecasting, Finance, Leadership, Private Equity, Management, Market Research, Competitive Analysis, Management Consulting, Strategic Planning, Bloomberg Terminal, Portfolio Management, Portfolio Optimization, Risk Management, Financial Modeling, Financial Regulation, Research, Industry Research, Process Improvement, Equities, Investment Banking, Cross-functional Team...
Education
Purdue University - Krannert School of Management 2008 — 2010
MBA, Finance and Operations Management
Baldwin Wallace University 2004 — 2008
BA, Finance and Business Management
Freedonia Custom Research November 2014 - Present
Roulston Research April 2011 - August 2014
Algaeon, Inc. December 2009 - April 2010
Roulston Research May 2009 - August 2009
WRP Investments May 2007 - August 2007
Roulston Investment Partners January 2007 - April 2007
Skills
Analysis, Strategy, Business Planning, Forecasting, Finance, Leadership, Private Equity, Management, Market Research, Competitive Analysis, Management Consulting, Strategic Planning, Bloomberg Terminal, Portfolio Management, Portfolio Optimization, Risk Management, Financial Modeling, Financial Regulation, Research, Industry Research, Process Improvement, Equities, Investment Banking, Cross-functional Team...
Education
Purdue University - Krannert School of Management 2008 — 2010
MBA, Finance and Operations Management
Baldwin Wallace University 2004 — 2008
BA, Finance and Business Management
Weihua (Vera) Fu Weihua (Vera) Fu's roulston research Experience June 2012 - August 2012
Job MPA Student at Cornell Institute for Public Affairs
Industry Financial Services
Experience
Dialogistica May 2014 - August 2014
UBS September 2012 - November 2012
Roulston Research June 2012 - August 2012
Construction Bank of China June 2011 - August 2011
Skills
Python, Minitab, Eviews, Microsoft Excel, Access, PowerPoint, Microsoft Word, Financial Analysis, Data Analysis, Research, Social Media, Economics, Teamwork, Leadership, Microsoft PowerPoint, Public Speaking, Analysis, English, Statistics, Strategic Planning, Finance
Education
Cornell University 2013 — 2015
Master of Public Administration (MPA), Economic and Financial Policy
The Ohio State University - The Max M. Fisher College of Business 2011 — 2013
Bachelor of Science in Business Administration, Finance and Economics
Dialogistica May 2014 - August 2014
UBS September 2012 - November 2012
Roulston Research June 2012 - August 2012
Construction Bank of China June 2011 - August 2011
Skills
Python, Minitab, Eviews, Microsoft Excel, Access, PowerPoint, Microsoft Word, Financial Analysis, Data Analysis, Research, Social Media, Economics, Teamwork, Leadership, Microsoft PowerPoint, Public Speaking, Analysis, English, Statistics, Strategic Planning, Finance
Education
Cornell University 2013 — 2015
Master of Public Administration (MPA), Economic and Financial Policy
The Ohio State University - The Max M. Fisher College of Business 2011 — 2013
Bachelor of Science in Business Administration, Finance and Economics
Nicholas Newell Nicholas Newell's roulston research Experience May 2014 - August 2014
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Roulston Research May 2014 - August 2014
University of Cincinnati September 2007 - August 2014
Lowe's Home Improvement April 2012 - December 2013
Skills
Microsoft Excel, Financial Analysis, Econometrics, SAS programming, Economics, Community Organizing, Public Speaking, Financial Valuation, R, Investments, Option Valuation, Communication, Brazilian Portuguese, Spanish-English, Austrian Theory of..., Financial Research
Education
University of Cincinnati 2013 — 2014
MS-Finance, 3.9/4.0
University of Cincinnati 2009 — 2011
Master of Business Administration (MBA), International Business, 3.3/4.0
University of Cincinnati 2005 — 2009
Bachelor's degree, Spanish Language and Literature, 3.2/4.0
Fidelity Investments April 2015 - Present
Roulston Research May 2014 - August 2014
University of Cincinnati September 2007 - August 2014
Lowe's Home Improvement April 2012 - December 2013
Skills
Microsoft Excel, Financial Analysis, Econometrics, SAS programming, Economics, Community Organizing, Public Speaking, Financial Valuation, R, Investments, Option Valuation, Communication, Brazilian Portuguese, Spanish-English, Austrian Theory of..., Financial Research
Education
University of Cincinnati 2013 — 2014
MS-Finance, 3.9/4.0
University of Cincinnati 2009 — 2011
Master of Business Administration (MBA), International Business, 3.3/4.0
University of Cincinnati 2005 — 2009
Bachelor's degree, Spanish Language and Literature, 3.2/4.0
Huiyun Jewsikow's roulston research Experience September 2012 - June 2013
Job Associate Portfolio Analyst at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price August 2015 - Present
Euler Hermes North America November 2013 - July 2015
Roulston Research September 2012 - June 2013
J.P. Morgan March 2012 - June 2012
Skills
Bloomberg, Fixed Income, Zephyr, Financial Statement..., Forecasting, Private Equity, Derivatives, Real Estate, GAAP, Monte Carlo Simulation, Crystal Ball, Regression Analysis, IFRS
Education
The Ohio State University - The Max M. Fisher College of Business 2011 — 2012
Master in Finance, Investment Management, 3.6
University of Toledo 2009 — 2011
Bachelor of Business Administration (B.B.A.), Finance, 3.9
Northwest University, China 2007 — 2009
T. Rowe Price August 2015 - Present
Euler Hermes North America November 2013 - July 2015
Roulston Research September 2012 - June 2013
J.P. Morgan March 2012 - June 2012
Skills
Bloomberg, Fixed Income, Zephyr, Financial Statement..., Forecasting, Private Equity, Derivatives, Real Estate, GAAP, Monte Carlo Simulation, Crystal Ball, Regression Analysis, IFRS
Education
The Ohio State University - The Max M. Fisher College of Business 2011 — 2012
Master in Finance, Investment Management, 3.6
University of Toledo 2009 — 2011
Bachelor of Business Administration (B.B.A.), Finance, 3.9
Northwest University, China 2007 — 2009
Ting-Wen Hsueh Ting-Wen Hsueh's roulston research Experience September 2012 - December 2012
Job MBA Graduate, a Marketing professional offering a 7year track record analytical and project management skills
Industry Marketing and Advertising
Experience
Energy Avenue, Limited July 2013 - April 2014
ROULSTON RESEARCH September 2012 - December 2012
Case Western Reserve University, Weatherhead school of Management May 2012 - July 2012
NORTHERN TAIWAN BUSINESS GROUP, CHUNGHWA TELECOM CO., LTD. March 2009 - June 2011
NORTHERN TAIWAN BUSINESS GROUP, CHUNGHWA TELECOM CO., LTD. July 2007 - March 2009
NORTHERN TAIWAN BUSINESS GROUP, CHUNGHWA TELECOM CO., LTD. December 2005 - July 2007
DHARMA DRUM PUBLISHING CORP. November 2004 - May 2005
ASPECT COMMUNICATIONS CO., LTD. June 2004 - August 2004
Skills
Competitive Analysis, Financial Modeling, SPSS, Analysis, Data Analysis, Mandarin, Telecommunications, Business Strategy, Program Management, Market Research, Product Management, CRM, Project Management, Marketing, Cross-functional Team...
Education
Case Western Reserve University - Weatherhead School of Management 2011 — 2013
Master of Business Administration, Cross-Functional Major in Marketing and Operations Management, Design in Management
National Chengchi University 1999 — 2003
Bachelor of Arts, Political Science
Energy Avenue, Limited July 2013 - April 2014
ROULSTON RESEARCH September 2012 - December 2012
Case Western Reserve University, Weatherhead school of Management May 2012 - July 2012
NORTHERN TAIWAN BUSINESS GROUP, CHUNGHWA TELECOM CO., LTD. March 2009 - June 2011
NORTHERN TAIWAN BUSINESS GROUP, CHUNGHWA TELECOM CO., LTD. July 2007 - March 2009
NORTHERN TAIWAN BUSINESS GROUP, CHUNGHWA TELECOM CO., LTD. December 2005 - July 2007
DHARMA DRUM PUBLISHING CORP. November 2004 - May 2005
ASPECT COMMUNICATIONS CO., LTD. June 2004 - August 2004
Skills
Competitive Analysis, Financial Modeling, SPSS, Analysis, Data Analysis, Mandarin, Telecommunications, Business Strategy, Program Management, Market Research, Product Management, CRM, Project Management, Marketing, Cross-functional Team...
Education
Case Western Reserve University - Weatherhead School of Management 2011 — 2013
Master of Business Administration, Cross-Functional Major in Marketing and Operations Management, Design in Management
National Chengchi University 1999 — 2003
Bachelor of Arts, Political Science
Chris Hires Chris Hires's roulston research Experience September 2012 - January 2013
Job Line Maintenance Planner
Industry Airlines/Aviation
Experience
Endeavor Air April 2011 - July 2014
Roulston Research September 2012 - January 2013
Insula Research October 2005 - May 2011
Bravo! Development Inc. 2004 - 2008
Skills
Process Improvement, Market Research, Management, Recruiting, Leadership, Aircraft Maintenance, Training, Operations Management, Project Planning, Team Building, Commercial Aviation, Customer Service, Social Media, Qualitative Research, Quantitative Research, Conflict Resolution, Volunteer Recruiting, Recruiting Mystery..., Aviation Maintenance..., Strategic Planning, Strategy, Marketing, Human Resources, Time Management, Interviews, Microsoft Excel, Process Scheduler, Analysis, Contract Negotiation, Team Leadership, Troubleshooting, Airframe, PowerPlant, Airlines, Microsoft Office
Education
Ohio University 2011 — 2012
Bachelors in Applied Technology and Science, Aviation Maintenance
Columbus State 2006 — 2011
Associates in Applied Science, Aviation Maintenance
Endeavor Air April 2011 - July 2014
Roulston Research September 2012 - January 2013
Insula Research October 2005 - May 2011
Bravo! Development Inc. 2004 - 2008
Skills
Process Improvement, Market Research, Management, Recruiting, Leadership, Aircraft Maintenance, Training, Operations Management, Project Planning, Team Building, Commercial Aviation, Customer Service, Social Media, Qualitative Research, Quantitative Research, Conflict Resolution, Volunteer Recruiting, Recruiting Mystery..., Aviation Maintenance..., Strategic Planning, Strategy, Marketing, Human Resources, Time Management, Interviews, Microsoft Excel, Process Scheduler, Analysis, Contract Negotiation, Team Leadership, Troubleshooting, Airframe, PowerPlant, Airlines, Microsoft Office
Education
Ohio University 2011 — 2012
Bachelors in Applied Technology and Science, Aviation Maintenance
Columbus State 2006 — 2011
Associates in Applied Science, Aviation Maintenance
Akash Appachi Akash Appachi's roulston research Experience May 2010 - August 2010
Job Associate at Metalmark Capital
Industry Venture Capital & Private Equity
Experience
Metalmark Capital July 2015 - Present
UBS Investment Bank January 2014 - July 2015
CIT July 2012 - December 2013
Citi May 2011 - August 2011
Roulston Research May 2010 - August 2010
Education
Emory University - Goizueta Business School 2008 — 2012
BBA, Finance and Accounting, Applied Mathematics
Metalmark Capital July 2015 - Present
UBS Investment Bank January 2014 - July 2015
CIT July 2012 - December 2013
Citi May 2011 - August 2011
Roulston Research May 2010 - August 2010
Education
Emory University - Goizueta Business School 2008 — 2012
BBA, Finance and Accounting, Applied Mathematics
Samuel Snyder Samuel Snyder's roulston research Experience June 2011 - August 2011
Job Equity Research Associate at Northcoast Research
Industry Financial Services
Experience
Northcoast Research May 2014 - Present
TIAA-CREF November 2012 - August 2013
Roulston Research June 2011 - August 2011
Skills
Microsoft Office, Data Analysis, Microsoft Excel, Financial Analysis, Leadership, Public Speaking, Microsoft Word, Equity Research, FactSet, Financial Writing, Channel Checks, Financial Modeling, Finance, Strategic Financial..., PowerPoint, Forecasting, Strategic Planning, Accounting, Customer Service, Bloomberg, Marketing, Financial Reporting, Analysis, Access, Corporate Finance
Education
The Ohio State University 2009 — 2014
Bachelor's Degree, Finance
Northcoast Research May 2014 - Present
TIAA-CREF November 2012 - August 2013
Roulston Research June 2011 - August 2011
Skills
Microsoft Office, Data Analysis, Microsoft Excel, Financial Analysis, Leadership, Public Speaking, Microsoft Word, Equity Research, FactSet, Financial Writing, Channel Checks, Financial Modeling, Finance, Strategic Financial..., PowerPoint, Forecasting, Strategic Planning, Accounting, Customer Service, Bloomberg, Marketing, Financial Reporting, Analysis, Access, Corporate Finance
Education
The Ohio State University 2009 — 2014
Bachelor's Degree, Finance
Keith Butte Keith Butte's roulston research Experience 2010 - 2011
Job Financial Operations
Industry Staffing and Recruiting
Experience
Emerald Resource Group June 2013 - Present
Thomas Roulston Investment Partners February 2011 - July 2012
Roulston Research 2010 - 2011
Skills
Asset Management, PowerPoint, Microsoft Excel, Risk Management, Valuation, Analysis, Corporate Finance, Accounting, Strategy, Business Planning, Financial Analysis, Team Building, Financial Planning, Strategic Planning, Financial Modeling, Equities, Management
Education
Cleveland State University 2009 — 2013
MBA, Accounting
Cleveland State University 2005 — 2007
BBA, Finance
Emerald Resource Group June 2013 - Present
Thomas Roulston Investment Partners February 2011 - July 2012
Roulston Research 2010 - 2011
Skills
Asset Management, PowerPoint, Microsoft Excel, Risk Management, Valuation, Analysis, Corporate Finance, Accounting, Strategy, Business Planning, Financial Analysis, Team Building, Financial Planning, Strategic Planning, Financial Modeling, Equities, Management
Education
Cleveland State University 2009 — 2013
MBA, Accounting
Cleveland State University 2005 — 2007
BBA, Finance
Lijing Borshch, CFA Level III passed Lijing Borshch, CFA Level III passed's roulston research Experience June 2011 - September 2011
Job Senior Manager at Shanghai Zhengtian Wealth Management
Industry Investment Banking
Experience
Shanghai Zhengtian Wealth Management August 2013 - Present
Shanghai Yinji Asset Management November 2012 - Present
Thomas Roulston Investment Partners, Inc. June 2011 - September 2011
Roulston Research June 2011 - September 2011
Shanghai Qiaowen Law Firm (Legal Consulting Office of Shanghai Federation of Industrial Economics) May 2008 - September 2008
Shanghai Investment Consulting Corporation May 2007 - September 2007
Skills
SAS, Eviews, Excel, SQL
Education
Kent State University 2009 — 2011
Masters, Economics
Shanghai International Studies University 2006 — 2010
Bachelor, Laws
Shanghai Zhengtian Wealth Management August 2013 - Present
Shanghai Yinji Asset Management November 2012 - Present
Thomas Roulston Investment Partners, Inc. June 2011 - September 2011
Roulston Research June 2011 - September 2011
Shanghai Qiaowen Law Firm (Legal Consulting Office of Shanghai Federation of Industrial Economics) May 2008 - September 2008
Shanghai Investment Consulting Corporation May 2007 - September 2007
Skills
SAS, Eviews, Excel, SQL
Education
Kent State University 2009 — 2011
Masters, Economics
Shanghai International Studies University 2006 — 2010
Bachelor, Laws
Cameron M. Shank Cameron M. Shank's roulston research Experience December 2010 - April 2011
Job Financial Representative at Pacific Advisors
Industry Financial Services
Experience
Pacific Advisors September 2015 - Present
Northwestern Mutual May 2012 - August 2015
Ohio University April 2009 - June 2012
Ohio University Student Equity Management Group January 2011 - May 2012
Guide Technologies July 2011 - August 2011
Roulston Research December 2010 - April 2011
Skills
Financial Analysis, Strategic Financial..., Holistic Financial..., Financial Modeling, Investments, Personal Finance, Life Insurance, Disability Insurance, Long Term Care Insurance, Analysis, Finance, Management, Portfolio Management, Sales, Customer Service, Public Speaking, Risk Management, Financial Planning, Microsoft Office, Microsoft Excel, PowerPoint
Education
Ohio University 2008 — 2012
Bachelor of Business Administration, Finance, Accounting
Bellbrook High School 2005 — 2008
Pacific Advisors September 2015 - Present
Northwestern Mutual May 2012 - August 2015
Ohio University April 2009 - June 2012
Ohio University Student Equity Management Group January 2011 - May 2012
Guide Technologies July 2011 - August 2011
Roulston Research December 2010 - April 2011
Skills
Financial Analysis, Strategic Financial..., Holistic Financial..., Financial Modeling, Investments, Personal Finance, Life Insurance, Disability Insurance, Long Term Care Insurance, Analysis, Finance, Management, Portfolio Management, Sales, Customer Service, Public Speaking, Risk Management, Financial Planning, Microsoft Office, Microsoft Excel, PowerPoint
Education
Ohio University 2008 — 2012
Bachelor of Business Administration, Finance, Accounting
Bellbrook High School 2005 — 2008
Enrico Certo's roulston research Experience January 2011 - April 2011
Job Financial Analyst at MobilityWorks
Industry Higher Education
Experience
MobilityWorks May 2013 - Present
Thomas Roulston Investment Partners, Inc. September 2011 - December 2011
Olympus Futures June 2011 - August 2011
Roulston Research January 2011 - April 2011
Skills
Trading, Finance, Research, Financial Modeling, Time Management, Financial Analysis, Valuation, Investments, Portfolio Management, Microsoft Excel, Teamwork, Data Analysis, Economics, Management, Forecasting
Education
2016 Level III Candidate in the CFA Program
John Carroll University 2010 — 2012
Bachelor of Science in Business Administration, Finance
Fox Chapel Area High School 2005 — 2009
MobilityWorks May 2013 - Present
Thomas Roulston Investment Partners, Inc. September 2011 - December 2011
Olympus Futures June 2011 - August 2011
Roulston Research January 2011 - April 2011
Skills
Trading, Finance, Research, Financial Modeling, Time Management, Financial Analysis, Valuation, Investments, Portfolio Management, Microsoft Excel, Teamwork, Data Analysis, Economics, Management, Forecasting
Education
2016 Level III Candidate in the CFA Program
John Carroll University 2010 — 2012
Bachelor of Science in Business Administration, Finance
Fox Chapel Area High School 2005 — 2009
Gregory Tortoriello's roulston research Experience May 2013 - August 2013
Job PhD Student at The University of Alabama
Industry Higher Education
Experience
The University of Alabama August 2015 - Present
The University of Alabama April 2015 - Present
ECRA Group December 2013 - August 2015
Miami University November 2012 - December 2013
roulston research May 2013 - August 2013
Clayton L. Scroggins & Associates, Inc. May 2013 - August 2013
Miami University January 2013 - May 2013
Miami University January 2013 - May 2013
Miami University September 2012 - December 2012
Miami University September 2012 - December 2012
Education
University of Alabama 2015 — 2021
Doctor of Philosophy (Ph.D.), Experimental Psychology
Miami University 2009 — 2013
Bachelor's Degree, Psychology
New Trier High School 2005 — 2009
High School
The University of Alabama August 2015 - Present
The University of Alabama April 2015 - Present
ECRA Group December 2013 - August 2015
Miami University November 2012 - December 2013
roulston research May 2013 - August 2013
Clayton L. Scroggins & Associates, Inc. May 2013 - August 2013
Miami University January 2013 - May 2013
Miami University January 2013 - May 2013
Miami University September 2012 - December 2012
Miami University September 2012 - December 2012
Education
University of Alabama 2015 — 2021
Doctor of Philosophy (Ph.D.), Experimental Psychology
Miami University 2009 — 2013
Bachelor's Degree, Psychology
New Trier High School 2005 — 2009
High School
Shane Hoffman Shane Hoffman's roulston research Experience June 2011 - August 2011
Job Strategic Solutions Manager at Chobani
Industry Information Technology and Services
Experience
Chobani July 2015 - Present
EY 2014 - 2015
EY 2012 - 2014
Roulston Research June 2011 - August 2011
Putnam Baseball Association June 2008 - August 2011
Law Office of Peter D Hoffman, PC February 2007 - May 2011
Thomas Roulston Investment Partners, Inc. May 2010 - July 2010
Skills
Analysis, Valuation, Finance, Financial Modeling, Mergers, Financial Analysis, Microsoft Excel, Corporate Finance, Data Analysis, Bloomberg, Economics, PowerPoint, Microsoft Office, Microsoft Word, Research, Risk Management, Mergers & Acquisitions, Management Consulting, Analytics, Management, Public Speaking
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2012
Masters of Science, Finance, 3.80
Saint Lawrence University 2007 — 2011
Bachelor of Science (BS), Economics/ Mathematics
Hackley School 2003 — 2007
High School Diploma
Chobani July 2015 - Present
EY 2014 - 2015
EY 2012 - 2014
Roulston Research June 2011 - August 2011
Putnam Baseball Association June 2008 - August 2011
Law Office of Peter D Hoffman, PC February 2007 - May 2011
Thomas Roulston Investment Partners, Inc. May 2010 - July 2010
Skills
Analysis, Valuation, Finance, Financial Modeling, Mergers, Financial Analysis, Microsoft Excel, Corporate Finance, Data Analysis, Bloomberg, Economics, PowerPoint, Microsoft Office, Microsoft Word, Research, Risk Management, Mergers & Acquisitions, Management Consulting, Analytics, Management, Public Speaking
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2012
Masters of Science, Finance, 3.80
Saint Lawrence University 2007 — 2011
Bachelor of Science (BS), Economics/ Mathematics
Hackley School 2003 — 2007
High School Diploma
Craig A. Buehler, MFE's roulston research Experience January 2014 - April 2014
Job CEO of Vection Enterprises LLC
Industry Financial Services
Experience
Scottrade July 2014 - Present
Vection Enterprises LLC April 2014 - Present
RainCatchers May 2015 - June 2015
Roulston Research January 2014 - April 2014
Global Consulting Group June 2011 - September 2011
Dick's Sporting Goods October 2010 - January 2011
Oasis Business Plan Finalist February 2010 - March 2010
Skills
Financial Analysis, Valuation, Economics, Leadership, Public Speaking, Equity Research, Business Plan Creation, Business Strategy, Investments, Financial Modeling, Entrepreneurship, Finance, Business Planning, Sales
Education
Ohio University 2012 — 2013
Master's degree, Masters of Financial Economics
Ohio University 2008 — 2012
Undergraduate, Economics
Scottrade July 2014 - Present
Vection Enterprises LLC April 2014 - Present
RainCatchers May 2015 - June 2015
Roulston Research January 2014 - April 2014
Global Consulting Group June 2011 - September 2011
Dick's Sporting Goods October 2010 - January 2011
Oasis Business Plan Finalist February 2010 - March 2010
Skills
Financial Analysis, Valuation, Economics, Leadership, Public Speaking, Equity Research, Business Plan Creation, Business Strategy, Investments, Financial Modeling, Entrepreneurship, Finance, Business Planning, Sales
Education
Ohio University 2012 — 2013
Master's degree, Masters of Financial Economics
Ohio University 2008 — 2012
Undergraduate, Economics
Brian Folmer Brian Folmer's roulston research Experience May 2012 - July 2012
Job Operations Analyst at Victoria's Secret
Industry Retail
Experience
Victoria's Secret International March 2014 - Present
Abercrombie & Fitch August 2013 - March 2014
BackerBar LLC August 2012 - July 2013
Roulston Research May 2012 - July 2012
Bizdom (Quicken Loans) May 2012 - July 2012
Kovalcik & Geraghty Wealth Partners March 2011 - August 2011
PGK Management June 2009 - August 2009
Oxford Reality Company September 2008 - August 2009
Safelite Auto Glass Corporation June 2008 - September 2008
Skills
Finance, Microsoft Office, Investments, Microsoft Excel, PowerPoint, Research, Social Media, Microsoft Word, Entrepreneurship, Management, Leadership, Start-ups, Marketing Strategy, Analysis, Salesforce.com, Team Leadership
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2011
Bachelor of Science in Business Administration, Finance, Economics
Università Commerciale 'Luigi Bocconi' 2009 — 2009
Finance, Economics, Human Resources, GPA- 3.7
Victoria's Secret International March 2014 - Present
Abercrombie & Fitch August 2013 - March 2014
BackerBar LLC August 2012 - July 2013
Roulston Research May 2012 - July 2012
Bizdom (Quicken Loans) May 2012 - July 2012
Kovalcik & Geraghty Wealth Partners March 2011 - August 2011
PGK Management June 2009 - August 2009
Oxford Reality Company September 2008 - August 2009
Safelite Auto Glass Corporation June 2008 - September 2008
Skills
Finance, Microsoft Office, Investments, Microsoft Excel, PowerPoint, Research, Social Media, Microsoft Word, Entrepreneurship, Management, Leadership, Start-ups, Marketing Strategy, Analysis, Salesforce.com, Team Leadership
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2011
Bachelor of Science in Business Administration, Finance, Economics
Università Commerciale 'Luigi Bocconi' 2009 — 2009
Finance, Economics, Human Resources, GPA- 3.7
Andrew Streif Andrew Streif's roulston research Experience January 2012 - March 2012
Job Trade Accounting Analyst at Koch Industries
Industry Oil & Energy
Experience
Koch Supply & Trading June 2015 - Present
Tulane University July 2014 - May 2015
Cortland Capital Market Services LLC February 2013 - June 2014
Roulston Research January 2012 - March 2012
IBM Global Business Services May 2011 - January 2012
Patak Trading Partners, LLC January 2011 - April 2011
Avignon Realty and Mortgage May 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Equity Trading, Risk Management, Trading, Investment Research, Technical Analysis, Investments, Options, Accounting, Analysis, Energy, Hyperion Brio, Valuation, Data Analysis
Education
Tulane University - A.B. Freeman School of Business 2014 — 2015
Master of Management in Energy
Online Trading Academy 2012 — 2012
Professional Core Trading Strategies
University of Wisconsin-Madison - School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance, Investment and Banking; Risk Management and Insurance; MHR-Entrepreneurship
Koch Supply & Trading June 2015 - Present
Tulane University July 2014 - May 2015
Cortland Capital Market Services LLC February 2013 - June 2014
Roulston Research January 2012 - March 2012
IBM Global Business Services May 2011 - January 2012
Patak Trading Partners, LLC January 2011 - April 2011
Avignon Realty and Mortgage May 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Equity Trading, Risk Management, Trading, Investment Research, Technical Analysis, Investments, Options, Accounting, Analysis, Energy, Hyperion Brio, Valuation, Data Analysis
Education
Tulane University - A.B. Freeman School of Business 2014 — 2015
Master of Management in Energy
Online Trading Academy 2012 — 2012
Professional Core Trading Strategies
University of Wisconsin-Madison - School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance, Investment and Banking; Risk Management and Insurance; MHR-Entrepreneurship
Lulu Shi Lulu Shi's roulston research Experience September 2012 - December 2012
Job Market Risk Management at KeyBank
Industry Financial Services
Experience
KeyBank February 2013 - Present
roulston research September 2012 - December 2012
The Agricutural Bank of China July 2010 - August 2010
Skills
Mandarin, Financial Modeling, Valuation, Financial Analysis, Fixed Income, Corporate Finance, Base SAS Certified, Excel models, MS Excel Pivot Tables, Microsoft Word, PowerPoint, Bloomberg, Market Risk, Algo
Education
Case Western Reserve University - Weatherhead School of Management 2011 — 2012
Master of Science (M.S.), Corporate Finance, 3.7/4.0
Shanghai University 2007 — 2011
Bachelor of Economics, Finance, General, 3.6/4.0
University of Technology, Sydney 2009 — 2010
Diploma of Business & Commerce, Management, 3.9/4.0
KeyBank February 2013 - Present
roulston research September 2012 - December 2012
The Agricutural Bank of China July 2010 - August 2010
Skills
Mandarin, Financial Modeling, Valuation, Financial Analysis, Fixed Income, Corporate Finance, Base SAS Certified, Excel models, MS Excel Pivot Tables, Microsoft Word, PowerPoint, Bloomberg, Market Risk, Algo
Education
Case Western Reserve University - Weatherhead School of Management 2011 — 2012
Master of Science (M.S.), Corporate Finance, 3.7/4.0
Shanghai University 2007 — 2011
Bachelor of Economics, Finance, General, 3.6/4.0
University of Technology, Sydney 2009 — 2010
Diploma of Business & Commerce, Management, 3.9/4.0
Ryan Roethel Ryan Roethel's roulston research Experience October 2014 - December 2014
Job Information Technology Consultant at St. Lawrence University
Industry Financial Services
Experience
St. Lawrence University November 2013 - Present
The Green Party April 2015 - May 2015
Roulston Research October 2014 - December 2014
MyWater LLC May 2014 - August 2014
Woodbury Parks and Recreation May 2011 - August 2013
Skills
Research, Microsoft Office, PowerPoint, Statistics, Microsoft Word, Mathematica, Public Speaking, Data Analysis, Economics
Education
St. Lawrence University 2012 — 2016
Bachelor of Science (BS), Mathematics and Economics
Monroe Woodbury Senior High School 2008 — 2012
Advanced Regents Diploma, 3.9
St. Lawrence University November 2013 - Present
The Green Party April 2015 - May 2015
Roulston Research October 2014 - December 2014
MyWater LLC May 2014 - August 2014
Woodbury Parks and Recreation May 2011 - August 2013
Skills
Research, Microsoft Office, PowerPoint, Statistics, Microsoft Word, Mathematica, Public Speaking, Data Analysis, Economics
Education
St. Lawrence University 2012 — 2016
Bachelor of Science (BS), Mathematics and Economics
Monroe Woodbury Senior High School 2008 — 2012
Advanced Regents Diploma, 3.9
Amogh Garg Amogh Garg's roulston research Experience July 2012 - November 2012
Job Senior Demand Planner at RB
Industry Consumer Goods
Experience
RB April 2014 - Present
Philips March 2013 - April 2014
UnitedHealth Group November 2012 - March 2013
Roulston Research July 2012 - November 2012
Case Western Reserve University January 2012 - May 2012
Ingersoll Rand May 2011 - August 2011
University Hospitals of Cleveland August 2010 - June 2011
Infosys Technologies Ltd (Northwestern Mutual) July 2007 - March 2010
Britannia Industries Limited January 2007 - April 2007
Shrutex Overseas May 2004 - June 2006
Skills
Project Management, Financial Analysis, Management Consulting, Finance, Data Analysis, Cross-functional Team..., Analysis, Market Research, Strategy, Business Analysis, Financial Modeling, Process Improvement, Business Strategy, Competitive Analysis, Business Development, Microsoft Excel, Valuation
Education
Case Western Reserve University - Weatherhead School of Management 2010 — 2012
Full Time MBA, General Management
Guru Nanak Dev University 2003 — 2007
Bachelor of Technology, Food Science and Technology
Delhi Public School - Ranipur 1995 — 2000
Standard 6 - Standard 10, Schooling
RB April 2014 - Present
Philips March 2013 - April 2014
UnitedHealth Group November 2012 - March 2013
Roulston Research July 2012 - November 2012
Case Western Reserve University January 2012 - May 2012
Ingersoll Rand May 2011 - August 2011
University Hospitals of Cleveland August 2010 - June 2011
Infosys Technologies Ltd (Northwestern Mutual) July 2007 - March 2010
Britannia Industries Limited January 2007 - April 2007
Shrutex Overseas May 2004 - June 2006
Skills
Project Management, Financial Analysis, Management Consulting, Finance, Data Analysis, Cross-functional Team..., Analysis, Market Research, Strategy, Business Analysis, Financial Modeling, Process Improvement, Business Strategy, Competitive Analysis, Business Development, Microsoft Excel, Valuation
Education
Case Western Reserve University - Weatherhead School of Management 2010 — 2012
Full Time MBA, General Management
Guru Nanak Dev University 2003 — 2007
Bachelor of Technology, Food Science and Technology
Delhi Public School - Ranipur 1995 — 2000
Standard 6 - Standard 10, Schooling
Naga Lalitha Pochiraju's roulston research Experience January 2014 - April 2014
Job Passionate about making money
Industry Financial Services
Experience
evidyaloka June 2010 - Present
Wright State University January 2011 - May 2014
Roulston Research January 2014 - April 2014
Wright State University April 2011 - April 2014
Wright State University October 2011 - April 2012
IDBI Bank July 2008 - November 2010
Skills
Microsoft Office, Microsoft Excel, Leadership, Management, Teamwork, PowerPoint, Sales, Marketing, Time Management, Training, Social Networking, Team Building, Inventory Management, Customer Satisfaction, R, Financial Modeling, Financial Accounting, Corporate Finance
Education
Wright State University 2011 — 2014
Master of Business Administration (M.B.A.), Finance, General
Osmania University 2006 — 2008
masters, MBA
evidyaloka June 2010 - Present
Wright State University January 2011 - May 2014
Roulston Research January 2014 - April 2014
Wright State University April 2011 - April 2014
Wright State University October 2011 - April 2012
IDBI Bank July 2008 - November 2010
Skills
Microsoft Office, Microsoft Excel, Leadership, Management, Teamwork, PowerPoint, Sales, Marketing, Time Management, Training, Social Networking, Team Building, Inventory Management, Customer Satisfaction, R, Financial Modeling, Financial Accounting, Corporate Finance
Education
Wright State University 2011 — 2014
Master of Business Administration (M.B.A.), Finance, General
Osmania University 2006 — 2008
masters, MBA
Dick Seesel's roulston research Experience 2011 - January 2015
Job Owner, Retailing In Focus, LLC.
Industry Management Consulting
Experience
Retailing In Focus, LLC. May 2006 - Present
University of Wisconsin Milwaukee 2007 - Present
University School of Milwaukee September 2006 - Present
College Possible August 2011 - Present
McMillan Doolittle Consulting 2006 - Present
Roulston Research 2011 - January 2015
Kohl's Department Stores 1982 - 2006
Dayton's Department Stores 1978 - 1982
Skills
Merchandising, Marketing Strategy, Retail Management, Inventory Management, Business Strategy, Retail consulting, Retail, Store Management, E-commerce, Brand Management, Strategy, Negotiation, Competitive Analysis, Public Speaking, Strategic Planning, Marketing, Leadership, Team Building, Sales, Marketing Communications, Cross-functional Team..., Management, Business Development, Market Research
Education
Northwestern University - Kellogg School of Management 1976 — 1978
MBA, Marketing
Harvard University 1972 — 1976
A.B., English
Retailing In Focus, LLC. May 2006 - Present
University of Wisconsin Milwaukee 2007 - Present
University School of Milwaukee September 2006 - Present
College Possible August 2011 - Present
McMillan Doolittle Consulting 2006 - Present
Roulston Research 2011 - January 2015
Kohl's Department Stores 1982 - 2006
Dayton's Department Stores 1978 - 1982
Skills
Merchandising, Marketing Strategy, Retail Management, Inventory Management, Business Strategy, Retail consulting, Retail, Store Management, E-commerce, Brand Management, Strategy, Negotiation, Competitive Analysis, Public Speaking, Strategic Planning, Marketing, Leadership, Team Building, Sales, Marketing Communications, Cross-functional Team..., Management, Business Development, Market Research
Education
Northwestern University - Kellogg School of Management 1976 — 1978
MBA, Marketing
Harvard University 1972 — 1976
A.B., English
Evan Morgan's roulston research Experience 1994 - 1996
Job Head of Sales at Rosenblatt Securities
Industry Capital Markets
Experience
Rosenblatt Securities June 2015 - Present
Zelman & Associates January 2013 - April 2015
Wedge Partners August 2007 - January 2013
FTN Equity Capital Markets 2001 - 2007
FTN Midwest Research 2000 - 2007
FTN Midwest Securities 2000 - 2007
Midwest Research February 1996 - December 2000
Roulston Research 1994 - 1996
Apple Computer, Inc. 1988 - 1993
Chase Manhattan Bank 1985 - 1988
Skills
Series 7, Equities, Securities, Investment Banking, Series 63, Investments, Equity Research, Valuation, Asset Managment, Private Equity, Financial Modeling, Financial Analysis, Mergers, Portfolio Management, Due Diligence, Capital Markets, Hedge Funds, Business Strategy, Bloomberg, Research, Management, Business Development, Sales, Strategy, Start-ups, Venture Capital, Trading, Asset Management, Mergers & Acquisitions, Derivatives, Alternative Investments, Options, ETFs, Strategic Financial..., Equity Trading, Financial Markets
Education
Weatherhead School of Management at Case Western Reserve University 1993 — 1994
MBA, Finance/Marketing
Columbia University in the City of New York 1981 — 1985
Bachelor of Arts (B.A.), Economics and History - Double Concentration
Corpus Christi
Corpus Christi School
Rosenblatt Securities June 2015 - Present
Zelman & Associates January 2013 - April 2015
Wedge Partners August 2007 - January 2013
FTN Equity Capital Markets 2001 - 2007
FTN Midwest Research 2000 - 2007
FTN Midwest Securities 2000 - 2007
Midwest Research February 1996 - December 2000
Roulston Research 1994 - 1996
Apple Computer, Inc. 1988 - 1993
Chase Manhattan Bank 1985 - 1988
Skills
Series 7, Equities, Securities, Investment Banking, Series 63, Investments, Equity Research, Valuation, Asset Managment, Private Equity, Financial Modeling, Financial Analysis, Mergers, Portfolio Management, Due Diligence, Capital Markets, Hedge Funds, Business Strategy, Bloomberg, Research, Management, Business Development, Sales, Strategy, Start-ups, Venture Capital, Trading, Asset Management, Mergers & Acquisitions, Derivatives, Alternative Investments, Options, ETFs, Strategic Financial..., Equity Trading, Financial Markets
Education
Weatherhead School of Management at Case Western Reserve University 1993 — 1994
MBA, Finance/Marketing
Columbia University in the City of New York 1981 — 1985
Bachelor of Arts (B.A.), Economics and History - Double Concentration
Corpus Christi
Corpus Christi School
Tom Zrim's roulston research Experience June 2009 - March 2012
Job EMail Marketing
Industry Financial Services
Experience
Roulston Research June 2009 - March 2012
Education
Cleveland State University 2004 — 2008
BA, Business, Finance
Roulston Research June 2009 - March 2012
Education
Cleveland State University 2004 — 2008
BA, Business, Finance
Dave Hritz's roulston research Experience September 2013 - November 2013
Job ERISA Consultant at Integrated Retirement Plan Solutions, LLC
Industry Legal Services
Experience
Integrated Retirement Plan Solutions, LLC April 2015 - Present
Applied Business Strategy LLC March 2015 - June 2015
Goodman Real Estate Services Group LLC January 2014 - January 2015
Roulston Research September 2013 - November 2013
OneCommunity August 2012 - April 2013
Eliza Jennings Senior Care Network January 2012 - April 2012
Timothy P. Hartory & Associates August 2011 - November 2011
Ancora Advisors May 2008 - June 2008
University of Dayton Business Research Group January 2008 - May 2008
Skills
Legal Writing, Press Releases, SEO, Bankruptcy, Marketing, Marketing Communications, Event Planning, Legal Research, Non-profits, Public Relations, Research, Microsoft Excel
Education
Cleveland State University 2010 — 2014
Master of Business Administration (M.B.A.)
Cleveland State University - Cleveland-Marshall College of Law 2010 — 2013
Doctor of Law (J.D.)
University of Dayton 2006 — 2010
Bachelor, Double Major in Finance and Marketing
Saint Ignatius High School 2002 — 2006
Integrated Retirement Plan Solutions, LLC April 2015 - Present
Applied Business Strategy LLC March 2015 - June 2015
Goodman Real Estate Services Group LLC January 2014 - January 2015
Roulston Research September 2013 - November 2013
OneCommunity August 2012 - April 2013
Eliza Jennings Senior Care Network January 2012 - April 2012
Timothy P. Hartory & Associates August 2011 - November 2011
Ancora Advisors May 2008 - June 2008
University of Dayton Business Research Group January 2008 - May 2008
Skills
Legal Writing, Press Releases, SEO, Bankruptcy, Marketing, Marketing Communications, Event Planning, Legal Research, Non-profits, Public Relations, Research, Microsoft Excel
Education
Cleveland State University 2010 — 2014
Master of Business Administration (M.B.A.)
Cleveland State University - Cleveland-Marshall College of Law 2010 — 2013
Doctor of Law (J.D.)
University of Dayton 2006 — 2010
Bachelor, Double Major in Finance and Marketing
Saint Ignatius High School 2002 — 2006
Casey Clark's roulston research Experience January 2011 - April 2011
Job Senior Associate at B&F Capital Markets
Industry Financial Services
Experience
B&F Capital Markets September 2011 - Present
Roulston Research January 2011 - April 2011
Hensel Phelps Construction Co. June 2009 - August 2009
Education
Ohio University 2007 — 2011
Bachelor, Business Administration; Finance
B&F Capital Markets September 2011 - Present
Roulston Research January 2011 - April 2011
Hensel Phelps Construction Co. June 2009 - August 2009
Education
Ohio University 2007 — 2011
Bachelor, Business Administration; Finance
Anthony Zrim's roulston research Experience September 2008 - Present
Job Research Associate at Roulston Research
Industry Research
Experience
Roulston Research September 2008 - Present
Education
Cleveland State University 2008 — 2009
MBA, Finance
Cleveland State University 2005 — 2008
Finance
Roulston Research September 2008 - Present
Education
Cleveland State University 2008 — 2009
MBA, Finance
Cleveland State University 2005 — 2008
Finance
Anthony Piovesan's roulston research Experience 2009 - 2009
Job Portfolio Manager at FirstMerit Bank
Industry Financial Services
Experience
FirstMerit Equipment Finance, Inc. February 2013 - Present
FirstMerit Bank 2010 - February 2013
RMS Investments 2010 - 2010
State Industrial Products 2010 - 2010
Roulston Research 2009 - 2009
Skills
Commercial Lending, Equipment Leasing, Aircraft Finance, Commercial Banking, Credit Analysis, Underwriting, Small Business Lending, Portfolio Management, SBA
Education
John Carroll University 2006 — 2010
Finance
FirstMerit Equipment Finance, Inc. February 2013 - Present
FirstMerit Bank 2010 - February 2013
RMS Investments 2010 - 2010
State Industrial Products 2010 - 2010
Roulston Research 2009 - 2009
Skills
Commercial Lending, Equipment Leasing, Aircraft Finance, Commercial Banking, Credit Analysis, Underwriting, Small Business Lending, Portfolio Management, SBA
Education
John Carroll University 2006 — 2010
Finance
Jeffrey Samilson's roulston research Experience December 1990 - December 1993
Job Institutional Relationship Manager at Sterling Trust Company
Industry Financial Services
Experience
Sterling Trust Company February 2013 - Present
PNC Investments April 2012 - November 2012
PNC Bank December 2010 - January 2012
Financial Network Investment Corporation, Member SIPC April 2008 - June 2010
MKM Partners October 2006 - August 2007
KeyBanc Capital Markets December 1993 - May 2006
Roulston Research December 1990 - December 1993
Mitchell Hutchins Institutional Investors August 1978 - November 1990
Skills
Investments, Strategy
Education
Fairfield University 1973 — 1977
Bachelor's degree, History
Sterling Trust Company February 2013 - Present
PNC Investments April 2012 - November 2012
PNC Bank December 2010 - January 2012
Financial Network Investment Corporation, Member SIPC April 2008 - June 2010
MKM Partners October 2006 - August 2007
KeyBanc Capital Markets December 1993 - May 2006
Roulston Research December 1990 - December 1993
Mitchell Hutchins Institutional Investors August 1978 - November 1990
Skills
Investments, Strategy
Education
Fairfield University 1973 — 1977
Bachelor's degree, History
Norman Siegal's roulston research Experience May 1989 - November 1995
Job Managing Director, CoHead of Institutional Equity Sales & Principal
Industry Financial Services
Experience
Northcoast Research August 2009 - Present
KeyBanc Capital Markets November 1995 - August 2009
Roulston Research May 1989 - November 1995
Prudential Securities September 1987 - May 1989
Skills
Equities, Institutional Equity...
Education
Cornell University 1985 — 1987
MBA, Finance
Northwestern University 1981 — 1985
BA, Political Science
Northcoast Research August 2009 - Present
KeyBanc Capital Markets November 1995 - August 2009
Roulston Research May 1989 - November 1995
Prudential Securities September 1987 - May 1989
Skills
Equities, Institutional Equity...
Education
Cornell University 1985 — 1987
MBA, Finance
Northwestern University 1981 — 1985
BA, Political Science
Chris Manley's roulston research Experience January 2012 - May 2012
Job Commercial Lines Underwriter at Westfield Group/Westfield Insurance
Industry Insurance
Experience
Westfield Group/Westfield Insurance June 2015 - Present
Westfield Group/Westfield Insurance December 2013 - June 2015
Westfield Group/Westfield Insurance May 2010 - October 2013
Westfield Group/Westfield Insurance January 2013 - May 2013
roulston research January 2012 - May 2012
Penn Cinema Theaters November 2006 - August 2009
Skills
Capital IQ, Microsoft Excel, PowerPoint, Data Entry, Research, Microsoft Word, Leadership, Social Networking, Event Planning
Education
Lake Erie College 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Westfield Group/Westfield Insurance June 2015 - Present
Westfield Group/Westfield Insurance December 2013 - June 2015
Westfield Group/Westfield Insurance May 2010 - October 2013
Westfield Group/Westfield Insurance January 2013 - May 2013
roulston research January 2012 - May 2012
Penn Cinema Theaters November 2006 - August 2009
Skills
Capital IQ, Microsoft Excel, PowerPoint, Data Entry, Research, Microsoft Word, Leadership, Social Networking, Event Planning
Education
Lake Erie College 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Jacob Lacks's roulston research Experience May 2013 - August 2013
Job Investment Strategies Intern at MAI Capital Management, LLC
Industry Financial Services
Experience
MAI Capital Management, LLC June 2015 - August 2015
Federal Reserve Bank of Cleveland May 2014 - August 2014
Shaker Country Club June 2013 - August 2014
Kappa Alpha Order- Alpha Zeta Chapter April 2013 - May 2014
Roulston Research May 2013 - August 2013
Education
The College of William and Mary 2012 — 2016
Bachelor of Arts (B.A.)
Cardiff University / Prifysgol Caerdydd 2014 — 2014
Shaker Heights High School 2008 — 2012
MAI Capital Management, LLC June 2015 - August 2015
Federal Reserve Bank of Cleveland May 2014 - August 2014
Shaker Country Club June 2013 - August 2014
Kappa Alpha Order- Alpha Zeta Chapter April 2013 - May 2014
Roulston Research May 2013 - August 2013
Education
The College of William and Mary 2012 — 2016
Bachelor of Arts (B.A.)
Cardiff University / Prifysgol Caerdydd 2014 — 2014
Shaker Heights High School 2008 — 2012
Patrick Sinko's roulston research Experience August 2012 - December 2012
Job Sales Associate at Sherwin Williams
Industry Chemicals
Experience
Sherwin Williams August 2010 - Present
roulston research August 2012 - December 2012
Skills
Sales, Inventory Management, Sales Management, Sales Operations, Forecasting, Cold Calling, Customer Service, Microsoft Excel, Pricing, Account Management, Market Development, PowerPoint, New Business Development, Microsoft Office, Sales Process, Retail, Time Management, Microsoft Word, Leadership, Financial Analysis
Education
Lake Erie College 2009 — 2013
Finance, General
Trinity High School 2005 — 2009
Sherwin Williams August 2010 - Present
roulston research August 2012 - December 2012
Skills
Sales, Inventory Management, Sales Management, Sales Operations, Forecasting, Cold Calling, Customer Service, Microsoft Excel, Pricing, Account Management, Market Development, PowerPoint, New Business Development, Microsoft Office, Sales Process, Retail, Time Management, Microsoft Word, Leadership, Financial Analysis
Education
Lake Erie College 2009 — 2013
Finance, General
Trinity High School 2005 — 2009