Alex. Brown
Industry: Football defensive end
DescriptionAlex James Brown is an American former football defensive end who played in the National Football League for nine seasons. He played college football for the University of Florida, and was a two-time All-American. Born: June 4, 1979 (age 39 years), Jasper, FL Height: 6′ 3″ Career start: 2001 Spouse: Karimar Brown Number: 96 (Chicago Bears / Defensive end), 96 (New Orleans Saints / Defensive end) Position: Defensive end, Defensive lineman
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Alex. Brown Employees
Nelson Capital Management June 2013 - Present
Wells Fargo, The Private Bank September 2001 - June 2013
PlanetRx August 1999 - January 2001
Alex. Brown June 1997 - July 1999
Skills
Asset Management, Equities, Investments, Financial Analysis, Asset Allocation, Wealth Management, Alternative Investments, Fixed Income, Hedge Funds, Investment Strategies, Investment Management, Equity Research, Portfolio Management, Mutual Funds
Education
University of Notre Dame 1993 — 1997
BBA, Finance, Government
Dollar Beard Club October 2014 - Present
Coolbox January 2015 - Present
Project Copilot May 2014 - Present
Range To Go May 2014 - May 2015
Alex Brown August 2011 - February 2014
Startup Canada April 2013 - December 2013
Generic Pharma 2.0 January 2012 - September 2013
OnSomething - Acquired by Generic Pharma 2.0 March 2012 - February 2013
Burton and Brown Contracting August 2011 - December 2011
Alex T. Brown Contracting June 2004 - August 2011
Skills
New Business Development, Global Business..., Corporate Development, Organizational..., Marketing Communications, Marketing Strategy, Social Media Marketing, International Business, Strategy Development, LinkedIn, Negotiation, Promotions, Advertising, Pharmaceutical Industry, Business Development, Strategy, Strategic Partnerships, LinkedIn API, LinkedIn Recruiter, Contract Negotiation, Social Networking, Start-ups, Lead Generation, Marketing, Management, Entrepreneurship, Sales, Public Relations, Market Research, Product Launch, Business Strategy, Competitive Analysis, Marketing Management, CRM, Consulting, Business Planning, Executive Management, Project Management, Sales Process, Recruiting, Team Building, B2B Marketing, Cross-functional Team..., Market Planning, International Sales, International Marketing, Product Marketing, Social Media, Digital Marketing, Segmentation
Education
Laurentian University/Université Laurentienne
Bachelor, Business Administration
Georgian College
Diploma with Honours, Business Administration
Montana and Arizona 2013 - Present
Deutsche Bank September 1990 - December 2012
Alex. Brown 1990 - 2012
Skills
Community Engagement, Politics, Political Campaigns, Financial Markets, Capital Markets, Public Policy, Strategic Planning, Community Outreach, Nonprofits, Policy, Horses, Social Media
Education
Columbia University in the City of New York 1965 — 1968
BA Political Science, Political Science and Government
Corporate Treasury Investment Consulting LLC January 2008 - Present
The Baltimore Banners - Hockey in the Hood October 2004 - Present
Credit Suisse 2005 - 2008
Smith Barney 1998 - 2005
Alex. Brown 1983 - 1998
Baker Watts/Ferris Baker Watts 1988 - 1989
Skills
Municipal Bonds, Capital Markets, Fixed Income, Investments, Portfolio Management, Asset Management, Valuation, Securities, Financial Services, Financial Advisory, FINRA, Asset Managment, Treasury Management, Expert witness,..., Securities litigation,..., Investment training, Investment accounting, Corporate treasury, Investment manager..., Fixed income investment..., Auction Rate Securities, Enhanced cash funds, Municipal bond..., Fixed income trading, Corporate investment..., Accounting, Bonds, Trading, Investment Banking, Series 7, Treasury, Alternative Investments, Finance, Mutual Funds
Education
Loyola University Maryland 1977 — 1982
Bachelor of Arts, Business Administration
Wells Fargo Advisors, LLC 2005 - Present
Advest, LLC 1995 - 2005
Smith Barney 1990 - 1995
Alex Brown 1985 - 1990
Ernst & Young 1981 - 1985
Bank of Virginia 1975 - 1979
Skills
Investments, Retirement Planning, Finance, Wealth Management, Retirement, Financial Services, Management, Public Speaking
Education
University of North Carolina at Chapel Hill
Master of Business Administration (MBA)
Washington and Lee University
Bachelor of Science (BS), Business Administration
Stephens Inc. September 2012 - Present
Morgan Stanley Smith B arney August 2007 - September 2012
Morgan Keegan 2000 - 2007
Prudential Securities Inc. 1990 - 2000
Alex Brown 1989 - 1990
Scharff & Jones, Inc. 1985 - 1988
Skills
Asset Allocation, Portfolio Management, Series 7, Wealth Management, Securities, Investment Advisory, Retirement Planning, Fixed Income, Asset Managment, Investments, Strategic Financial..., Series 63, Equities, Insurance, Due Diligence, 401k, Corporate Finance, Commodity, Alternative Investments, Separately Managed..., Financial Advisory, Investment Strategies, Series 24, Bloomberg, Banking, Mutual Funds, Credit, Valuation, ETFs, Series 65, Wealth Management..., Retirement, Asset Management, Financial Modeling, Investment Management, Hedge Funds, Relationship Management, Capital Markets, FINRA, Bonds, Fixed Annuities, Loans, Emerging Markets, Equity Research, Options, Mortgage Lending, Financial Structuring, Equity Trading, Bloomberg Terminal, Financial Markets
Education
University of New Orleans 1970 — 1972
Art Education
RBC Capital Markets April 2012 - Present
Writers' Trust of Canada 2011 - Present
Canada's National History Society 2011 - Present
Liberal Party of Canada January 2012 - August 2013
Morgan Stanley June 2006 - April 2012
Citigroup 2002 - 2006
DLJ 1998 - 2000
Alex. Brown 1997 - 1998
Salomon Brothers - London 1991 - 1998
Salomon Brothers 1986 - 1997
Skills
IPO, Leveraged Finance, Mergers, Investment Banking, Strategic Advisory, Equity Capital Markets, Capital Markets, LBO, Financial Structuring, Investments, Mergers & Acquisitions, Private Equity, Strategy, Venture Capital, Valuation, Corporate Finance, Finance
Education
The University of Western Ontario - Richard Ivey School of Business 1987 — 1989
MBA, Finance, With Distinction, Dean's List
University of Toronto - University of Trinity College 1982 — 1986
BA, History & English
Ashbury 1979 — 1982
PNC Wealth Management January 2010 - Present
Legg Mason December 1999 - 2007
Alex Brown 1989 - 1999
Skills
Fixed Income, Private Banking, Estate Planning, Securities, Investment Management, Wealth Management..., Banking, Retirement, Bonds, Hedge Funds, Financial Advisory
Education
Chartered Financial Analyst Designation 1996 — 1999
CFA
Loyola University Maryland 1990 — 1992
Maasters of Science in Finance, Finance, General
Towson State University 1982 — 1986
BS in Economics and BS in Businesss Admin with concentration in Finance, Economics and Finance
Trilogy January 2012 - Present
Versata May 2011 - December 2011
HIG Capital January 2007 - May 2011
Advanced Technology Ventures October 2004 - January 2007
IBM October 2001 - September 2004
Watershed Capital 2000 - 2000
Harbinger 1996 - 1999
Alex Brown 1994 - 1996
Education
Harvard Business School 1999 — 2001
MBA
Brown University 1990 — 1994
BA
Merrill Lynch March 1999 - Present
J.P. Morgan July 1997 - March 1999
Alex Brown June 1994 - July 1998
Skills
Series 7, Retirement Planning, Asset Allocation, Investment Advisory, Alternative Investments, 401k, Strategic Financial..., Estate Planning, Investment Management, Investment Strategies, Retirement, Securities, FINRA, IRAs, Financial Planners, Financial Planning
Education
Auburn University 1979 — 1983
Business, Accounting
Brown Advisory February 2013 - Present
Brown Advisory Funds May 2012 - Present
Brown Advisory Funds, PLC 2008 - Present
Brown Advisory September 1997 - February 2013
Alex Brown 1990 - 1997
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1987 — 1990
MBA, Finance
University of Rochester 1983 — 1987
BS, Neuroscience
Wells Fargo Advisors, LLC July 2013 - Present
UBS Financial Services August 2002 - July 2013
Alex Brown March 1996 - August 2002
Independent Life and Accident July 1984 - March 1996
Skills
Investments, Asset Allocation, Retirement Plan..., Securities, Mutual Funds, Retirement Planning, Invesment Planning, Wealth Preservation..., Alternative Investments, Financial Analysis, Equities, Leadership, Private Equity, Retirement, Fixed Income, Financial Modeling, 401k
Education
University of Notre Dame 1980 — 1984
BBA, Business and Computers
Institute of Chartered Financial Analysts 1989 — 1992
CFA, Investments
University of North Florida 1986 — 1988
MBA, Business/Finance
Weyrich Cronin & Sorra Chartered November 2013 - Present
The Lichter Group LLC 2007 - 2012
Hertzbach & Co., Inc 2004 - 2007
Reznick Group, P.C 1999 - 2004
Hovde Financial, Inc 1998 - 1999
Alex. Brown 1997 - 1998
Skills
Journal Entries, Financial Reporting, Auditing, QuickBooks, General Ledger, Financial Accounting, Tax, Internal Controls, Analysis, Financial Statements, GAAP, Accounts Payable, Tax Research, ProSystem fx Tax, CPA, Tax Returns, Real Estate Transactions, Commercial Real Estate, Tax Accounting, Tax Preparation, Real Estate Development, Real Estate, Bookkeeping, Hospitality Industry, Restaurants, SALT, Reporting & Analysis, Homebuilders, Small Business Tax, Fund Accounting, Partnership Taxation, Technical Analysis, Corporate Tax, High Net Worth..., Microsoft Office, Tax Advisory, Estate Tax Planning, Trust Services, Finance, FIN 48, Tax Credits
Education
Frostburg State University 1992 — 1996
Bachelor of Science, Accounting
Pikesville High 1987 — 1992
Litespeed Partners January 2010 - September 2010
Further Lane Asset Management, LLC November 2004 - June 2008
SCJ Capital Management May 2000 - November 2004
SAC Capital Advisors LLC September 1996 - May 2000
M.J. Whitman 1995 - September 1996
Alex Brown 1991 - 1994
Smith Barney 1990 - 1991
Fidelity Management & Research Company August 1986 - 1991
Fidelity 1986 - 1991
PruCapital, Inc January 1985 - August 1986
Skills
Alternative Investments, Hedge Funds, High Yield, Value Investing, Special Situations, Fundamental Research, Leveraged Finance, Private Equity, Fixed Income, Equities, Debt, Investments, Portfolio Management, Event Driven, Equity Research, Arbitrage, Capital Structure, Bonds, Trading, Equity Valuation, Fixed Income Trading, Hedging, Private Placements, Credit Derivatives, Structured Finance, Financial Modeling, LBO, Series 7, Deal Structuring, Mezzanine, Fixed Income Research, Proprietary Trading, Research, Valuation, Financial Advisory, Capital Markets, Mutual Funds, Bloomberg, Derivatives, Credit, Investment Banking, Negotiation, Fixed Income Analysis, Investment Strategies, Fund Of Funds, Buy-side, Structured Products, Credit Analysis, Asset Management, Due Diligence
Education
The University of Chicago Booth School of Business 1983 — 1985
MBA
United States Naval Academy 1973 — 1977
Bachelor of Science
Engrade - a division of McGraw Hill Education December 2013 - Present
Baltimore City Public Schools August 2013 - November 2013
Baltimore City Public Schools June 2009 - August 2013
Legg Mason 1999 - 2008
Stifel Nicolaus 2005 - 2007
Alex Brown 1996 - 1999
Skills
Vendor Management, Management, Microsoft Office, Leadership, Project Management, Public Speaking, Disaster Recovery, Data Center, Process Improvement, System Administration, Training, Troubleshooting, Recruiting, Teaching, Coaching, IT Management, Data Analysis, Interviews, Program Management, Team Leadership, Strategic Planning, Marketing, Analysis, Business Analysis, Customer Service, Staff Development, Team Management, Microsoft Excel, Social Networking, Educational Technology, Elementary Education, Education, Educational Leadership, Networking, Organizational..., Fundraising, Curriculum Design, E-Learning, Nonprofits
Education
Monmouth University 1990 — 1994
MBA, Business
University of Scranton 1984 — 1988
BS, Computer Science
Host Hotels & Resorts 2015 - Present
Host Hotels & Resorts 2010 - 2015
Host Hotels & Resorts 2005 - 2010
The Rouse Company 2001 - 2004
Alex. Brown 1995 - 1998
Education
Harvard Business School 1998 — 2000
Master of Business Administration (M.B.A.)
Harvard University 1991 — 1995
Bachelor of Arts (B.A.), Economics
Jesuit High School of Tampa 1987 — 1991
Amazon August 2007 - Present
Amazon.com August 2004 - August 2007
Amazon June 2002 - August 2004
Gap, Inc 1998 - 2000
Deutsche Bank Alex. Brown June 1997 - July 1998
Alex. Brown June 1995 - June 1997
Education
Dartmouth 1991 — 1995
BA, Economics
Northwestern University - Kellogg School of Management
MBA
Pax Ellevate Management June 2014 - Present
Pax World Management February 2014 - Present
Catalina Leadership September 2009 - Present
Pax World Management LLC March 2010 - January 2014
Goldman Sachs December 1996 - April 2009
Alex Brown May 1990 - November 1996
Skills
New Business Development, Mutual Funds, Equities, Wealth Management, Customer Relations, Public Speaking, Leadership Development, Leadership, Portfolio Management, Financial Services, Strategy, Investments, Asset Allocation, Hedge Funds, Capital Markets
Education
Towson University 1986 — 1990
BS, Business and Finance
Ameriprise Financial, Inc. September 2008 - Present
Legg Mason, September 2006 - September 2008
Columbia Management April 2004 - September 2006
Quick and Reilly May 2000 - April 2004
Alex Brown April 1997 - March 2000
Alex Brown April 1990 - April 1997
Prudential Bache Securites 1980 - 1989
Skills
Series 7, FINRA, Securities, Financial Planning, Investments, Asset Management, Retirement Planning, Mutual Funds, Asset Allocation, Equities, Wealth Management, Portfolio Management, 401k, Trading, Insurance, Estate Planning, Fixed Income, Compliance, Risk Management, Asset, Investment Advisory, Asset Managment, Leadership, Strategic Financial..., Financial Services, Investment Strategies, Series 63, Financial Advisory, Relationship Management, Credit, IRAs, Investment Management, Long-term Care, Wealth, Bonds, Financial Analysis, Alternative Investments, Finance, Strategic Planning, Banking, Series 24, Series 6, Fixed Annuities, Public Speaking, Financial Risk, ETFs, Uniform Combined State..., Financial Markets, Life Insurance, Retirement
Education
College of the Holy Cross 1974 — 1978
BS, Sociology
Mater Dei High School 1970 — 1974
HS, College Prep
Investment Management Services June 2012 - Present
Morgan Stanley Wealth Management July 2007 - August 2011
Jefferies & Company September 2005 - June 2007
Deutsche Bank Securities November 2003 - August 2005
DB Alex Brown May 2002 - November 2003
BT Alex Brown May 1997 - May 2002
Alex Brown January 1996 - May 1997
Skills
Securities, Series 7, Bloomberg, Investment Advisory, Series 63, Wealth Management, Corporate Actions, Fixed Income, Investment Management, Process Improvement, Microsoft Excel, Bonds, Vendor Management, Performance Measurement, Investments, Financial Services, Retirement, Middle Office, Wealth Management..., Series 65, Uniform Combined State..., 401k, Eagle PACE, FactSet, Alternative Investments, Mutual Funds, Portfolio Management
Education
Loyola College in Maryland 1999 — 2001
Master's degree, Business Administration and Management, General
Loyola College in Maryland 1991 — 1995
Bachelor's degree, Business Administration and Management, General
Union Grove Venture Partners February 2014 - Present
Morgan Creek Capital Management November 2012 - June 2014
Kidogo Capital Management June 2010 - December 2013
Montagu Newhall Associates September 2008 - June 2010
Grotech Ventures August 1999 - August 2008
Alex. Brown 1997 - 1999
Deutsche Bank 1997 - 1999
BT Alex. Brown 1997 - 1999
Education
Princeton University 1994 — 1997
Palisade Capital Management February 2009 - Present
AG Asset Management (formerly ForstmannLeff) May 2002 - January 2009
ABN AMRO (formerly ING Barings and Furman-Selz) September 1997 - May 2002
Alex. Brown September 1994 - September 1997
Wertheim Schroder May 1992 - September 1994
Safeguard Scientifics December 1988 - May 1992
Chemical Bank New York 1984 - 1986
Manufacturers Hanover Trust 1982 - 1984
Skills
Portfolio Management, Equities, Equity Research, Financial Analysis, Asset Management, Asset Allocation, Industrial Technologies, Management, Analysis, Investment Banking
Education
University of Pennsylvania - The Wharton School 1987 — 1988
Master of Business Administration (MBA), Finance and Marketing
Emory University 1978 — 1982
Bachelor of Business Administration (BBA), Finance
Scarsdale High School 1974 — 1978
Olivetti Capital 2002 - Present
Alex Brown 2001 - 2002
A.G. Edwards 1998 - 2001
Smith Barney 1990 - 1998
Skills
Business Development, Investment Banking, Strategic Planning, Risk Management, Entrepreneurship, Investments, Investment Strategies, New Business Development, Internal Communications, Sales, Strategy, Strategic Partnerships
Education
Connecticut College 1985 — 1989
Holderness School 1981 — 1985
Janney Montgomery Scott March 2013 - Present
Morgan Stanley Smith Barney October 1997 - March 2013
Legg Mason 2003 - 2008
Alex. Brown 1993 - 1997
Philadelphia Depository Trust Company (Philadep) 1985 - 1993
Skills
Series 7, Series 63, Process Improvement, Wealth Management, Investment Advisory, Series 9, Series 10, Series 3, Series 65, FINRA, Securities, Series 24, Finance
Education
Temple University 1987 — 1991
Bachelor's degree, Business Administration and Management, General
West Catholic, Philadelphia PA 1983 — 1987
Steel Canyon Capital, LLC September 2006 - Present
ESL Investments May 2004 - April 2006
Sonoran Capital, LLC September 2000 - June 2003
Outdoor Systems, Inc. March 1997 - May 2000
Alex. Brown June 1995 - March 1997
Skills
Mergers & Acquisitions, Corporate Finance, Private Equity, Valuation, Investments, Financial Modeling, Due Diligence, Venture Capital, Strategic Planning, Hedge Funds
Education
Princeton University 1991 — 1995
BSE, Engineering & Management Systems
Cleveland Heights High School 1987 — 1991
Oppenheimer & Co. September 2009 - Present
ftn financial April 2002 - March 2007
alex brown 1996 - 1999
alex brown 1990 - 1996
Skills
Fixed Income
Education
Rutgers University-New Brunswick
ba, economics
Halstead Property LLC November 2006 - Present
Halstead Property Development Marketing October 2014 - Present
Sentient Jet/Atlantic Aviation September 2005 - October 2006
Flexjet 2003 - 2005
Elkins McSherry/State Street Corp. 1998 - 2002
Alex Brown 1993 - 1996
Skills
Negotiation, Contract Negotiation, Sales Management, Condos, Sales, Real Estate, Marketing, Investment Properties, Real Estate Transactions, Sellers, Residential Homes, Selling, Luxury, Property Management, Investors, Rentals, Real Estate Development, Relocation, First Time Home Buyers, Leases, Buyer Representation, Brokerage, Property
Education
University of Florida
Bachelor of Science (BS), Marketing
JP Morgan June 2003 - Present
Deutsche Bank February 1999 - June 2003
Alex Brown September 1997 - February 1999
Skills
Series 7, Series 63, Series 55, Equities, Electronic Trading, Equity Trading, Trading Systems, Trading, Bloomberg, ETFs, Securities, Capital Markets
Education
Clemson University 1992 — 1996
BA, Spanish International Business
North Run Capital Vice PresidentResurgence Asset Management2002 - 2004
Hampshire Equity Partners 1997 - 2000
Alex. Brown 1995 - 1997
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance & Strategic Management
Boston College 1991 — 1995
BS, Finance
Hotchkis and Wiley Capital Management February 2013 - Present
Legg Mason Capital Management January 2006 - March 2012
Legg Mason Capital Management January 2005 - January 2006
Legg Mason Capital Management August 2002 - January 2005
Legg Mason Capital Management 2001 - 2002
Legg Mason Capital Management 2000 - 2001
USAF Cannon AFB 1995 - 1999
alex brown 1988 - 1990
Skills
Equities, Mutual Funds, Business Analysis, Reporting & Analysis, Analysis, Investments, Efficiency Improvement, Data Analysis, Process Improvement
Education
Loyola University Maryland 2005 — 2007
MS, Finance
University of Maryland Baltimore County 2002 — 2004
BA, Computer Information Systems
Arundel Senior High
Lockheed Martin 2001 - Present
Lockheed Martin 2001 - Present
koshksoft July 1977 - Present
Alex brown 1997 - 1999
Ajilon 1994 - 1998
Skills
Web Applications, Software Design, Software Project..., Requirements Analysis, Web Services, SOA, Software Development, Integration, Enterprise Architecture, System Architecture, SharePoint, SDLC, Program Management, XML, Process Improvement, Agile Methodologies, Databases, Business Analysis, C#, Consulting, PMP, UML, Security, Microsoft SQL Server, Web Development, Business Intelligence, Distributed Systems, Software Engineering, Enterprise Software, Testing, Visio, Cloud Computing, SQL
Education
Loyola College in Maryland 1998 — 2003
Master of Engineering (MEng), Computer Science
Minufiya University 1975 — 1980
Bachelor's degree, Electronics and Computer Engineering
Lightyear Capital May 2007 - Present
Credit Suisse January 2007 - April 2007
Credit Suisse First Boston 2003 - 2006
Donaldson, Lufkin & Jenrette 1998 - 2000
Alex. Brown July 1997 - August 1998
Education
Cornell University 1993 — 1997
BA, Business Management
Carl Domino Inc February 2007 - Present
Carl Domino February 2007 - Present
Cypress Trust Co August 1995 - January 2007
Alex Brown August 1992 - August 1995
Skills
Hedge Funds, Investments, Alternative Investments, Private Equity, Asset Managment, Equities, Venture Capital, Due Diligence, Portfolio Management, Securities, Mergers, Valuation, Financial Modeling, Bloomberg, Fixed Income, Asset Allocation, Emerging Markets
Education
Harvard University 1959 — 1963
BS, Government and International Law
Groton School 1956 — 1959
Stifel Nicolaus December 2005 - Present
Legg Mason December 1997 - December 2005
Alex. Brown 1993 - 1997
Mercantile Bank and Trust 1989 - 1993
Skills
Portfolio Management, Equity Research, Equities, Investments, Asset Management, Hedge Funds, Financial Modeling, Trading, Valuation, Alternative Investments
Education
Boston College 1985 — 1989
BA, Econ / Computer Science
Loyola High School Blakefield 1980 — 1985
Real Info, Inc. February 2009 - Present
Zaio, Inc July 2007 - October 2008
Real-Info Inc. June 2006 - July 2007
First American RES/Basis100/Mortgage Risk(MRAC) May 1995 - June 2006
Mortgage Risk 1995 - 2002
Alex Brown August 1993 - April 1995
Bear Stearns 1989 - 1993
Skills
New Business Development, Competitive Analysis, Product Development, Product Marketing, Product Management, Valuation, Sales, Account Management, Business Development, Contract Negotiation, Relationship Management, Strategic Partnerships, Selling, Analytics, Mortgage Lending, Loans, B2B, Solution Selling, Vendor Management, Financial Services, Customer Retention, Negotiation, Executive Management, Mortgage Banking, Loss Mitigation, Lead Generation, FHA, Loan Origination, Refinance, Residential Mortgages, Mortgage Servicing
Education
University of North Texas
Business Administration and Management, General
Raymond James Financial Inc. May 2014 - Present
Cain Brothers September 2010 - April 2014
Ambac June 2005 - September 2010
First Albany Capital March 1997 - June 2005
Alex. Brown May 1995 - March 1997
Donaldson, Lufkin & Jenrette February 1992 - March 1995
Skills
Investment Banking, Credit Analysis, Financial Modeling, Fixed Income, Capital Markets, Bonds, Portfolio Management, Derivatives, Valuation, Bloomberg, Hospital M&A, Bankruptcy & Workouts, Structured Finance
Education
University at Albany, SUNY 1987 — 1989
MBA, Finance
Binghamton University 1983 — 1987
BA, Economics
Ferris Baker Watts vice presidentdeutsche bank2000 - 2005
alex brown 1997 - 2005
Education
Guilford College 1992 — 1996
Deutsche Bank February 2015 - Present
Deutsche Bank January 2007 - Present
Alex. Brown/Deutsche Bank March 2003 - January 2007
Alex Brown/Bankers Trust January 1997 - March 2003
Alex. Brown December 1994 - January 1997
Skills
Investment Strategies, Series 63, ETFs, Mutual Funds, Fund Of Funds, Investment Advisory, Wealth Management..., Asset Allocation, Series 7, Investments, Alternative Investments, Fixed Income, Hedge Funds, Equities, Wealth Management, Investment Banking
Education
University of Delaware
Marketing & Finance
PricewaterhouseCoopers September 2002 - Present
Alex. Brown May 1997 - August 1997
Education
Villanova University 2000 — 2002
MBA
Villanova University School of Law 1999 — 2002
JD/LLM, Taxation
University of Maryland College Park 1994 — 1998
BS, Finance
Moorestown High School
Convergent Wealth Advisors June 2015 - Present
J.P. Morgan Private Bank April 2013 - January 2015
GenSpring Family Offices October 2002 - December 2012
Alex Brown December 1999 - October 2002
Arthur Andersen January 1994 - December 1999
Legg Mason August 1988 - January 1994
Skills
Wealth Management, Investment Advisory, Portfolio Management, Hedge Funds, Investments, Asset Managment, Equities, Fixed Income, Wealth Management..., Mutual Funds, Private Banking, Private Equity, Wealth, Fund Of Funds, Strategic Financial..., High Net Worth..., Due Diligence, Financial Advisory
Education
George Mason University 1985 — 1988
Bachelor of Science (BS), Finance and Investments
Lenox Group Advisors 2008 - Present
Ledley & Sylvia 2000 - Present
Deloitte Financial Advisory Services 2006 - 2008
Standard & Poor's 2001 - 2004
ING Barings/ABN-AMRO 1999 - 2001
Alex Brown 1997 - 1999
Warner Lambert 1996 - 1997
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
Harvard University 1985 — 1989
McDonogh School 1978 — 1985
Grace & St. Peter's School 1972 — 1978
Smart Home Services LLC November 2011 - Present
Morgan Stanley November 2008 - July 2010
Deutsche Bank Securities August 1991 - March 2008
Deutsche Bank 1999 - 2008
Deutsche Bank Alex. Brown 1991 - 2000
BT Alex Brown 1997 - 1999
Alex. Brown 1984 - 1997
Alex. Brown & Sons 1984 - 1997
Skills
Equities, Series 7, Financial Services, Equity Capital Markets, Marketing, Asset Management, Investments, Capital Markets, Investment Banking
Education
University of Pennsylvania 1971 — 1974
BA, Economics
St. Paul's Brooklandville
General Dynamics July 2008 - Present
GDIT 2008 - 2009
BML & Associates 2007 - 2008
ViPS 2005 - 2008
G1440 2003 - 2008
Alex Brown 2004 - 2006
Skills
Business Analysis, Requirements Analysis, Program Management, SDLC, Requirements Gathering, Microsoft SQL Server, Software Project..., SQL, Process Improvement, Integration, SharePoint, IT Strategy, Visio, Enterprise Architecture, Software Development, Agile Methodologies, PMP
Education
Loyola University Maryland
GoldenTree Asset Management February 2003 - Present
Dresdner Bank 2000 - 2002
Alex. Brown January 1996 - August 2000
Skills
Securities, Private Equity, Alternative Investments, Hedge Funds, Due Diligence, Asset Management, Capital Markets, Corporate Governance, Corporate Law, Equities, Investment Banking, Mergers, Securities Regulation
Education
The George Washington University Law School 1988 — 1991
JD, Law
Emory University 1984 — 1988
BA, History
John f Kennedy bello
Morgan Stanley February 2012 - Present
IronEd LLC March 2006 - October 2011
Alson Capital September 2002 - February 2006
Goldman Sachs May 2000 - September 2002
Tupelo Capital October 1998 - May 2000
Alex Brown June 1997 - October 1998
Skills
Series 7, Hedge Funds, Alternative Investments, Equities, Investments, Series 63, Asset Allocation, Asset Management, Investment Strategies, Wealth Management, Portfolio Management, Trading, Strategic Financial..., Equity Trading, Hedging, Investment Management, Investment Advisory, ETFs, Value Investing, Securities, Trading Systems, Electronic Trading, Institutional, High Net Worth..., Wealth Management..., Financial Analysis, Proprietary Trading, Equity Valuation
Education
Hamilton College 1993 — 1997
BA, Economics
Chestnut Hill Academy 1985 — 1993
High School
Brown Advisory September 2007 - Present
Brown Advisory September 2007 - Present
Agora Publishing September 2001 - April 2007
Deutsche Banc Alex.Brown June 1998 - July 2001
Alex. Brown March 1996 - June 1998
Education
Loyola College in Maryland 2008 — 2011
MBA
University of Delaware 1991 — 1995
BS, Agricultural Business Management
Heery International Senior AssociateHeery InternationalJune 1997 - August 2006
Heery International 1997 - 2006
Alex Brown August 1996 - June 1997
Lewis Homes of California December 1987 - August 1994
Education
Michigan State University 1994 — 1996
MS, Interior Design/Facilities Management
Morgan Stanley March 2009 - Present
Goldman Sachs April 1998 - November 2008
Alex. Brown 1997 - 1997
Credit Suisse First Boston June 1986 - February 1995
Education
University of Rochester - Simon Business School 1983 — 1985
MBA; BS, Finance, Marketing;
University of Rochester 1979 — 1983
BS, Chemistry
Bengur Bryan & Co., Inc. March 2014 - Present
Marcum Cronus Partners LLC May 2011 - January 2014
RBC Capital Markets July 2008 - September 2009
Ferris Baker, Watts May 2004 - July 2008
Lehman Bros 2000 - 2002
Alex Brown 1988 - 2000
Kidder Peabody 1984 - 1988
Kidder Peabody 1984 - 1988
Skills
Hedge Funds, Venture Capital, Alternative Investments, Financial Modeling, Leveraged Finance, Asset Managment, Due Diligence, Investments, Series 7, Divestitures, Debt Restructuring, Mezzanine, IPO, Portfolio Management, Capital Raising, Private Placements, Restructuring, Emerging Markets, Business Valuation, Financial Advisory, Bloomberg, Financial Markets, Securities, M&A experience, Bonds, Asset Management, Equity Research, Investment Management, Equity Capital Markets, Financial Structuring, Start-ups, Project Finance, Structured Finance, Investor Relations
Education
Cornell University - Johnson Graduate School of Management 1978 — 1980
MBA, Finance
Georgetown University 1972 — 1976
BA, History
Legg Mason December 2005 - Present
T. Rowe Price June 2002 - October 2005
Alex Brown November 2000 - June 2002
Cameron & Barkley Lighting 1989 - 1993
Marriott International, Inc. 1983 - 1988
Skills
Office Administration, Organization, Customer Service..., Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Non-profit Volunteer, Leadership, Coordinating Events, Administrative..., People-oriented, Invoicing, Travel Arranger-..., PowerPoint, Financial Analysis, Investments, Visio, Human Resources, Event Management, Customer Service
Education
AACC 1977 — 1978
Psychology & Early Childhhod Developement, A
Anne Arundel Community College 1977 — 1978
Intro to Psychology
WSSC April 2000 - Present
Washington Suburban Sanitary Commission February 1998 - April 2001
Alex Brown September 1992 - February 1998
Skills
Budgeting, Access, Data Analysis, Excel, Word, Financial Analysis, Financial Reporting, Budget Analysis, Accounting, Financial Modeling, Budget Preparation, Capital Budgeting, Budget Development, Spreadsheets, Budgets, Investments, Auditing, Microsoft Excel, Internal Controls
Education
University of Tennessee-Knoxville 1988 — 1991
Accounting / Business
Carleton College 1971 — 1975
Bachelor of Arts, French Studies
Oppenheimer & Co. April 2007 - Present
Ryan Beck & Co. 2005 - 2007
Legg Mason 2004 - 2005
Ziegler 2001 - 2004
Alex Brown 1995 - 1997
Donaldson, Lufkin & Jenrette 1990 - 1995
Bear Stearns 1982 - 1985
Education
Temple University 1980 — 1982
MBA, Healthcare Administration
University of Pennsylvania 1975 — 1978
BA
University of Pennsylvania 1975 — 1978
Bachelor’s Degree
- Sales AssistantLaidlaw & Company UK Ltd.2014 - 2014
Goldman Sachs 2012 - 2012
Goldman Sachs 2012 - 2012
Maxim Group 2010 - 2011
Joseph Gunnar & Co, LLC May 2009 - September 2010
Bear Stearns 2005 - 2008
Alex Brown 1998 - 1999
Skills
Microsoft Office, Customer Service, Customer Relations, Excel, Word, Equities, Financial Analysis, Microsoft Excel, Risk Management, Microsoft Word, Financial Services, Capital Markets, Asset Management, Hedge Funds, Marketing, Fixed Income, Sales, Series 7, Portfolio Management, Management, Insurance, Investments
Education
Pace University
Bachelor, Marketing
Coit Capital June 2008 - Present
Stone and Youngberg July 2002 - June 2008
Sutro May 1999 - July 2002
Structured Capital Management 1995 - 1997
Alex Brown July 1993 - April 1995
Pacific Securities January 1988 - November 1990
Salamon Brothers July 1984 - November 1988
IBM December 1977 - June 1984
Skills
Financial Modeling, Investments, Due Diligence, Alternative Investments, Portfolio Management, Risk Management, Strategic Partnerships, Data Analysis, Strategic Planning, Financial Analysis, Structured Finance, Investment Banking
Education
Principia College 1973 — 1977
Bachelor's degree, Business Administration and Management, General
NYU
Liane Kropp January 2001 - Present
Alex Brown September 1993 - June 1999
Skills
Leadership
Education
Towson University 2000 — 2003
Bachelor of Arts (B.A.), Dance Performance and Education
Towson University 1989 — 1993
Bachelor of Science (B.S.), Computer Science