Alex. Brown & Sons, Inc.
Industry: Investment company
DescriptionAlex. Brown & Sons was the first investment bank in the United States, founded by Alexander Brown in 1800 in Baltimore, Maryland. The firm was acquired by Bankers Trust in 1997 to form BT Alex. Brown, and then integrated into Deutsche Bank in 1999 following Deutsche's acquisition of BT. Headquarters: Baltimore, MD Founder: Alexander Brown Founded: 1800 Successor: Alex. Brown & Sons (later Alex. Brown, a Division of Raymond James) Ceased operations: 1997 Type of business: Corporation
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Alex. Brown & Sons, Inc. Employees
Employee
Years
Job
Industry
Chris Kennedy Chris Kennedy's Alex. Brown & Sons, Inc. Experience January 1993 - June 1996
Job Managing Director at MountainView Capital Holdings
Industry Information Technology and Services
Experience
MountainView Capital Holdings November 2013 - Present
Equifax August 2010 - May 2013
Compass Analytics, LLC September 2008 - August 2010
RMIC November 2005 - September 2008
Tuttle Risk Management Services 2000 - 2005
GE Capital Mortgage Services, Inc. (GECMSI) November 1998 - January 2000
Alex. Brown & Sons, Inc. January 1993 - June 1996
Skills
Credit, Capital Markets, Mortgage Lending, Financial Risk, Negotiation, Contract Negotiation, Portfolio Management, Risk Management, Credit Risk, Underwriting, Credit Analysis, Financial Analysis, Mortgage Banking, Interest Rate Risk..., Structured Finance, Relationship Management, Banking, Financial Services, New Business Development, Valuation, Finance, Business Strategy, Business Development, Management, Residential Mortgages, Executive Management, Sales Management, CRM, Analytics, Salesforce.com, Series 7, Cash Management, Financial Markets, Securities, Consulting, Mortgage Servicing, Trading, Loan Servicing, Fixed Income, Analysis, Strategic Planning, Business Process..., Derivatives, Business Relationship..., Solution Selling, Insurance, Investments, Pricing, Investment Banking, Sales
Education
Harvard Law School 2007 — 2007
Professional training, Program on Negotiation, Completed December 2007
Drexel University - Lebow School of Business 1996 — 1998
MBA, Finance & International Economics
Syracuse University 1987 — 1991
AB, Political Science-major; Economics & Marketing-minors
St. Joseph's Prepatory 1984 — 1987
high school, college prepatory school
MountainView Capital Holdings November 2013 - Present
Equifax August 2010 - May 2013
Compass Analytics, LLC September 2008 - August 2010
RMIC November 2005 - September 2008
Tuttle Risk Management Services 2000 - 2005
GE Capital Mortgage Services, Inc. (GECMSI) November 1998 - January 2000
Alex. Brown & Sons, Inc. January 1993 - June 1996
Skills
Credit, Capital Markets, Mortgage Lending, Financial Risk, Negotiation, Contract Negotiation, Portfolio Management, Risk Management, Credit Risk, Underwriting, Credit Analysis, Financial Analysis, Mortgage Banking, Interest Rate Risk..., Structured Finance, Relationship Management, Banking, Financial Services, New Business Development, Valuation, Finance, Business Strategy, Business Development, Management, Residential Mortgages, Executive Management, Sales Management, CRM, Analytics, Salesforce.com, Series 7, Cash Management, Financial Markets, Securities, Consulting, Mortgage Servicing, Trading, Loan Servicing, Fixed Income, Analysis, Strategic Planning, Business Process..., Derivatives, Business Relationship..., Solution Selling, Insurance, Investments, Pricing, Investment Banking, Sales
Education
Harvard Law School 2007 — 2007
Professional training, Program on Negotiation, Completed December 2007
Drexel University - Lebow School of Business 1996 — 1998
MBA, Finance & International Economics
Syracuse University 1987 — 1991
AB, Political Science-major; Economics & Marketing-minors
St. Joseph's Prepatory 1984 — 1987
high school, college prepatory school
Todd Garliss Todd Garliss's Alex. Brown & Sons, Inc. Experience January 1992 - January 1999
Job Vice President at Corbyn Investment Management Inc.
Industry Investment Management
Experience
Corbyn Investment Management Inc. November 2010 - Present
Canusa Corporation June 2009 - June 2010
Deutsche Bank June 2006 - March 2009
Wachovia Securities, LLC January 2001 - June 2006
Wachovia Securities, LLC January 1999 - January 2001
Alex. Brown & Sons, Inc. January 1992 - January 1999
Skills
Capital Markets, Investments, Financial Analysis, Financial Modeling, Equities, Fixed Income, Portfolio Management, Investment Banking, Securities, Private Equity, Valuation, Series 7, Asset Managment, Alternative Investments, Equity Research
Education
Washington and Lee University 1987 — 1991
Bachelor’s Degree, World History and Philosophy
University of Maryland - Robert H. Smith School of Business 2003 — 2005
MBA, Finance
Corbyn Investment Management Inc. November 2010 - Present
Canusa Corporation June 2009 - June 2010
Deutsche Bank June 2006 - March 2009
Wachovia Securities, LLC January 2001 - June 2006
Wachovia Securities, LLC January 1999 - January 2001
Alex. Brown & Sons, Inc. January 1992 - January 1999
Skills
Capital Markets, Investments, Financial Analysis, Financial Modeling, Equities, Fixed Income, Portfolio Management, Investment Banking, Securities, Private Equity, Valuation, Series 7, Asset Managment, Alternative Investments, Equity Research
Education
Washington and Lee University 1987 — 1991
Bachelor’s Degree, World History and Philosophy
University of Maryland - Robert H. Smith School of Business 2003 — 2005
MBA, Finance
Ken Hankoff Ken Hankoff's Alex. Brown & Sons, Inc. Experience February 1985 - October 1989
Job Program Manager Cloud Security
Industry Information Technology and Services
Experience
Cisco Systems, Inc. August 2007 - Present
Independent Contractor January 2003 - July 2007
Asyst Technologies, Inc. August 2000 - December 2002
Trend Technologies, Inc. October 1994 - August 2000
Josephthal, Lyon, & Ross August 1992 - May 1993
Alex. Brown & Sons, Inc. February 1985 - October 1989
Skills
Program Management, Business Process, Integration, Change Management, Operations Management, ERP
Education
University of Phoenix 2006 — 2007
BS
California State University-Chico 1977 — 1980
South Tahoe High School 1977 — 1977
Diploma
Cisco Systems, Inc. August 2007 - Present
Independent Contractor January 2003 - July 2007
Asyst Technologies, Inc. August 2000 - December 2002
Trend Technologies, Inc. October 1994 - August 2000
Josephthal, Lyon, & Ross August 1992 - May 1993
Alex. Brown & Sons, Inc. February 1985 - October 1989
Skills
Program Management, Business Process, Integration, Change Management, Operations Management, ERP
Education
University of Phoenix 2006 — 2007
BS
California State University-Chico 1977 — 1980
South Tahoe High School 1977 — 1977
Diploma
Andrew Grapkowski's Alex. Brown & Sons, Inc. Experience June 1995 - August 1997
Job Managing Director at Altpoint Capital Partners and Altpoint Ventures
Industry Venture Capital & Private Equity
Experience
Altpoint Capital Partners / Altpoint Ventures September 2013 - Present
Various 2009 - Present
D&S Consultants, Inc. April 2012 - August 2013
Lehman Brothers June 2007 - April 2012
Credit Suisse First Boston / previously Donaldson, Lufkin & Jenrette May 1998 - June 2007
Alex. Brown & Sons, Inc. June 1995 - August 1997
Education
Darden Graduate School of Business Administration 1997 — 1999
MBA, Finance
Princeton University 1991 — 1995
AB, Economics
Altpoint Capital Partners / Altpoint Ventures September 2013 - Present
Various 2009 - Present
D&S Consultants, Inc. April 2012 - August 2013
Lehman Brothers June 2007 - April 2012
Credit Suisse First Boston / previously Donaldson, Lufkin & Jenrette May 1998 - June 2007
Alex. Brown & Sons, Inc. June 1995 - August 1997
Education
Darden Graduate School of Business Administration 1997 — 1999
MBA, Finance
Princeton University 1991 — 1995
AB, Economics
Paula Landau, CFP® Paula Landau, CFP®'s Alex. Brown & Sons, Inc. Experience 1985 - 1994
Job Vice President at Chevy Chase Trust
Industry Financial Services
Experience
Chevy Chase Trust April 2015 - Present
Triton Wealth Management February 2011 - March 2015
Freed Advisors Wealth Management May 2006 - February 2011
Alex. Brown & Sons, Inc. 1985 - 1994
Morgan Stanley Dean Witter April 1984 - November 1985
T. Rowe Price 1982 - 1984
Skills
Investments, Strategic Financial..., Wealth Management, Investment Advisory, Portfolio Management, Retirement Planning, Financial Advisory, Mutual Funds, Investment Management, Financial Planning, Series 7, Estate Planning
Education
College for Financial Planning 2010 — 2012
University of Maryland University College
Bachelor of Science (B.S.), Management Studies, Minor in Art History
Chevy Chase Trust April 2015 - Present
Triton Wealth Management February 2011 - March 2015
Freed Advisors Wealth Management May 2006 - February 2011
Alex. Brown & Sons, Inc. 1985 - 1994
Morgan Stanley Dean Witter April 1984 - November 1985
T. Rowe Price 1982 - 1984
Skills
Investments, Strategic Financial..., Wealth Management, Investment Advisory, Portfolio Management, Retirement Planning, Financial Advisory, Mutual Funds, Investment Management, Financial Planning, Series 7, Estate Planning
Education
College for Financial Planning 2010 — 2012
University of Maryland University College
Bachelor of Science (B.S.), Management Studies, Minor in Art History
Libby Plunkett Libby Plunkett's Alex. Brown & Sons, Inc. Experience June 1990 - June 1994
Job Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors (formerly A.G. Edwards & Sons, Inc.) June 1994 - Present
Alex. Brown & Sons, Inc. June 1990 - June 1994
Loyola Investment Services February 1988 - June 1990
Merrill Lynch, Pierce, Fenner & Smith September 1982 - February 1988
Skills
Retirement Planning, Investments, Mutual Funds, Life Insurance, Insurance
Education
Loyola University Maryland 1984 — 1989
MBA, Finance
Mount St. Mary's University 1978 — 1982
BS, Business & Finance/Economics
Wells Fargo Advisors (formerly A.G. Edwards & Sons, Inc.) June 1994 - Present
Alex. Brown & Sons, Inc. June 1990 - June 1994
Loyola Investment Services February 1988 - June 1990
Merrill Lynch, Pierce, Fenner & Smith September 1982 - February 1988
Skills
Retirement Planning, Investments, Mutual Funds, Life Insurance, Insurance
Education
Loyola University Maryland 1984 — 1989
MBA, Finance
Mount St. Mary's University 1978 — 1982
BS, Business & Finance/Economics
Riina McCormack's Alex. Brown & Sons, Inc. Experience November 1987 - May 1989
Job Associate Broker, Real Estate
Industry Real Estate
Experience
Friedrich Real Estate, Inc May 2004 - Present
NASDAQ Stock Market September 1996 - May 2004
Titus and Donnelly January 1992 - January 1994
Morgan Stanley January 1989 - January 1992
Morgan Stanley February 1990 - November 1991
Dillon Read May 1989 - February 1990
Dillon Read May 1989 - February 1990
Alex. Brown & Sons, Inc. November 1987 - May 1989
Alex. Brown & Sons, Inc. September 1986 - November 1987
Skills
Customer Relations, Microsoft Office, Budgeting, Strategic Planning, Real Estate, Investments, Negotiation, Problem Solving, New Business Development, Customer Service, Event Planning, Trading, Event Management, Sales, Direct Marketing, Project Management, Event Producing, Coordinating Events, Fixed Income, Roadshow, Budgets, Marketing Strategy, Venue Management, Venue Search, Post Event Analysis, Event Marketing Strategy, Strategic Events, Municipal Bonds, Contract Negotiation, Contractual Agreements, Leases, VIP management, Marketing, First Time Home Buyers, Residential Homes, Asset Management, Investor Relations, Public Relations, Investors, Bonds, Real Estate Transactions, New Home Sales, Selling, Buyers, Condos, Leisure Travel, e-PRO, Event Production
Education
Stony Brook University 1982 — 1986
Bachelor of Arts, Political Science
Adelphi University 1994 — 1995
Paralegal Certificate, General
NASDAQ University 2003 — 2003
Management Training
New York Institute of Finance 1987 — 1987
Friedrich Real Estate, Inc May 2004 - Present
NASDAQ Stock Market September 1996 - May 2004
Titus and Donnelly January 1992 - January 1994
Morgan Stanley January 1989 - January 1992
Morgan Stanley February 1990 - November 1991
Dillon Read May 1989 - February 1990
Dillon Read May 1989 - February 1990
Alex. Brown & Sons, Inc. November 1987 - May 1989
Alex. Brown & Sons, Inc. September 1986 - November 1987
Skills
Customer Relations, Microsoft Office, Budgeting, Strategic Planning, Real Estate, Investments, Negotiation, Problem Solving, New Business Development, Customer Service, Event Planning, Trading, Event Management, Sales, Direct Marketing, Project Management, Event Producing, Coordinating Events, Fixed Income, Roadshow, Budgets, Marketing Strategy, Venue Management, Venue Search, Post Event Analysis, Event Marketing Strategy, Strategic Events, Municipal Bonds, Contract Negotiation, Contractual Agreements, Leases, VIP management, Marketing, First Time Home Buyers, Residential Homes, Asset Management, Investor Relations, Public Relations, Investors, Bonds, Real Estate Transactions, New Home Sales, Selling, Buyers, Condos, Leisure Travel, e-PRO, Event Production
Education
Stony Brook University 1982 — 1986
Bachelor of Arts, Political Science
Adelphi University 1994 — 1995
Paralegal Certificate, General
NASDAQ University 2003 — 2003
Management Training
New York Institute of Finance 1987 — 1987
William Donovan William Donovan's Alex. Brown & Sons, Inc. Experience January 1991 - April 1996
Job Financial development executive specializing in housing finance and capital markets
Industry Financial Services
Experience
US Department of the Treasury March 2012 - November 2014
William Donovan May 2010 - February 2012
International Finance Corporation August 2008 - October 2009
US Treasury - Office of Technical Assistance December 2002 - August 2008
Donovan Group January 2000 - January 2004
A.G. Edwards & Sons, Inc. January 1996 - January 2000
Alex. Brown & Sons, Inc. January 1991 - April 1996
Investment Counselors of Maryland November 1988 - October 1990
Citicorp March 1986 - May 1988
Thomson McKinnon Securities January 1983 - March 1986
Skills
Housing Finance, IPO, Capital Markets, Fixed Income, training and development, Secondary Mortgage..., Mortgage Securities, Securities, Valuation, Portfolio Management, Mortgage Lending, Investments, Financial Modeling, Credit Risk, Banking, Economics, Risk Management, Finance, Financial Risk, Bloomberg, Strategy, Financial Analysis, Corporate Finance, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1973 — 1975
MBA, Financial Accounting
The Johns Hopkins University 1967 — 1971
BA, Quatitative Studies/Computer Science
US Department of the Treasury March 2012 - November 2014
William Donovan May 2010 - February 2012
International Finance Corporation August 2008 - October 2009
US Treasury - Office of Technical Assistance December 2002 - August 2008
Donovan Group January 2000 - January 2004
A.G. Edwards & Sons, Inc. January 1996 - January 2000
Alex. Brown & Sons, Inc. January 1991 - April 1996
Investment Counselors of Maryland November 1988 - October 1990
Citicorp March 1986 - May 1988
Thomson McKinnon Securities January 1983 - March 1986
Skills
Housing Finance, IPO, Capital Markets, Fixed Income, training and development, Secondary Mortgage..., Mortgage Securities, Securities, Valuation, Portfolio Management, Mortgage Lending, Investments, Financial Modeling, Credit Risk, Banking, Economics, Risk Management, Finance, Financial Risk, Bloomberg, Strategy, Financial Analysis, Corporate Finance, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1973 — 1975
MBA, Financial Accounting
The Johns Hopkins University 1967 — 1971
BA, Quatitative Studies/Computer Science
Jami Jordan's Alex. Brown & Sons, Inc. Experience February 1983 - March 1995
Job VP, Fidelity Institutional Solutions Delivery|PMO at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Fidelity Capital Markets July 2006 - July 2013
JPMorgan Invest - JPMorgan Asset Management 2003 - 2006
m.a.partners April 2001 - July 2003
Banc of America Securities 1997 - 2001
Fidelity Investments/National Financial Correspondent Services March 1995 - April 1996
Alex. Brown & Sons, Inc. February 1983 - March 1995
Skills
Financial Services, Investments, Brokerage, PMO, Fixed Income, Equities, Hedge Funds, Options, Portfolio Management, Series 7, Securities, Capital Markets, Mutual Funds, Investment Banking, Trading
Education
The Johns Hopkins University 1991 — 1993
MSB, Management
Penn State University 1976 — 1980
BS, Individual and Family Studies
Fidelity Investments July 2013 - Present
Fidelity Capital Markets July 2006 - July 2013
JPMorgan Invest - JPMorgan Asset Management 2003 - 2006
m.a.partners April 2001 - July 2003
Banc of America Securities 1997 - 2001
Fidelity Investments/National Financial Correspondent Services March 1995 - April 1996
Alex. Brown & Sons, Inc. February 1983 - March 1995
Skills
Financial Services, Investments, Brokerage, PMO, Fixed Income, Equities, Hedge Funds, Options, Portfolio Management, Series 7, Securities, Capital Markets, Mutual Funds, Investment Banking, Trading
Education
The Johns Hopkins University 1991 — 1993
MSB, Management
Penn State University 1976 — 1980
BS, Individual and Family Studies
Church Lewis's Alex. Brown & Sons, Inc. Experience 1984 - 1990
Job Partner at Gruppo, Levey & Co.
Industry Investment Banking
Experience
Gruppo, Levey & Co. August 2012 - Present
Needham & Company January 2003 - August 2012
Brandeis International Business School August 2008 - December 2009
Alex. Brown & Sons, Inc. 1984 - 1990
Skills
Venture Capital, Private Equity, Investment Banking, Mergers, Valuation, Financial Modeling, Corporate Finance, Equity Research, Due Diligence, Investments, Capital Markets, Entrepreneurship
Education
Harvard Business School 1982 — 1984
MBA
Columbia University School of Law 1974 — 1977
JD
Stanford University 1969 — 1973
BA
Gruppo, Levey & Co. August 2012 - Present
Needham & Company January 2003 - August 2012
Brandeis International Business School August 2008 - December 2009
Alex. Brown & Sons, Inc. 1984 - 1990
Skills
Venture Capital, Private Equity, Investment Banking, Mergers, Valuation, Financial Modeling, Corporate Finance, Equity Research, Due Diligence, Investments, Capital Markets, Entrepreneurship
Education
Harvard Business School 1982 — 1984
MBA
Columbia University School of Law 1974 — 1977
JD
Stanford University 1969 — 1973
BA
Bob Mumby's Alex. Brown & Sons, Inc. Experience 1993 - 1997
Job Principal at RM Associates, LLC
Industry Financial Services
Experience
Slate Ridge Entertainment, LLC October 2014 - Present
RM Associates, LLC May 2009 - Present
Subserveo Inc. June 2010 - June 2011
JP Morgan Broker Dealer Services June 2007 - May 2009
Bear Stearns 2007 - 2008
RM Associates, LLC May 1997 - June 2007
Alex. Brown & Sons, Inc. 1993 - 1997
Skills
Equities, Securities, Fixed Income, Hedge Funds, Capital Markets, Series 7, Asset Management, Investments, Financial Services, Alternative Investments
Education
Rutgers University-New Brunswick 1976 — 1980
Regis High School 1972 — 1976
Slate Ridge Entertainment, LLC October 2014 - Present
RM Associates, LLC May 2009 - Present
Subserveo Inc. June 2010 - June 2011
JP Morgan Broker Dealer Services June 2007 - May 2009
Bear Stearns 2007 - 2008
RM Associates, LLC May 1997 - June 2007
Alex. Brown & Sons, Inc. 1993 - 1997
Skills
Equities, Securities, Fixed Income, Hedge Funds, Capital Markets, Series 7, Asset Management, Investments, Financial Services, Alternative Investments
Education
Rutgers University-New Brunswick 1976 — 1980
Regis High School 1972 — 1976
Andrew Tanton's Alex. Brown & Sons, Inc. Experience 1996 - 2000
Job Equity Trader at Brown Advisory
Industry Financial Services
Experience
Brown Advisory 2002 - Present
Brown Advisory 2002 - 2009
Deutsche Bank 1996 - 2002
BT Alex Brown 1996 - 2002
ALEX. BROWN & SONS, INC. 1996 - 2000
Education
Assumption College 1991 — 1995
Governor Dummer Academy 1987 — 1991
Brown Advisory 2002 - Present
Brown Advisory 2002 - 2009
Deutsche Bank 1996 - 2002
BT Alex Brown 1996 - 2002
ALEX. BROWN & SONS, INC. 1996 - 2000
Education
Assumption College 1991 — 1995
Governor Dummer Academy 1987 — 1991
Dana Godfrey Powers's Alex. Brown & Sons, Inc. Experience 1989 - 1997
Job
Industry Investment Banking
Experience
Self September 2014 - Present
In the Pink November 2008 - September 2012
Deutsche Bank Alex Brown 1989 - 2003
Alex. Brown & Sons, Inc. 1989 - 1997
Skills
Series 8, Series 10, Investments, Investment Banking, Series 63, Securities, Series 7, Equities, Hedge Funds, Mutual Funds, Trading, FINRA, Strategic Planning, Banking, Series 65, Capital Markets, Investment Advisory, Asset Management, Private Equity, Alternative Investments, Retail Marketing, Cancer support
Education
Goldey-Beacom College 1985 — 1990
BS, Finance Magement
Self September 2014 - Present
In the Pink November 2008 - September 2012
Deutsche Bank Alex Brown 1989 - 2003
Alex. Brown & Sons, Inc. 1989 - 1997
Skills
Series 8, Series 10, Investments, Investment Banking, Series 63, Securities, Series 7, Equities, Hedge Funds, Mutual Funds, Trading, FINRA, Strategic Planning, Banking, Series 65, Capital Markets, Investment Advisory, Asset Management, Private Equity, Alternative Investments, Retail Marketing, Cancer support
Education
Goldey-Beacom College 1985 — 1990
BS, Finance Magement
Jennie Grabill's Alex. Brown & Sons, Inc. Experience May 1990 - September 1995
Job AVP, Conversion Manager at T Rowe Price
Industry Financial Services
Experience
T Rowe Price September 1995 - Present
Alex. Brown & Sons, Inc. May 1990 - September 1995
T Rowe Price October 1987 - May 1990
Skills
401k, Mutual Funds, Analysis, Retirement
Education
Mount St. Mary's University
M.B.A., Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business
B.S., Finance
T Rowe Price September 1995 - Present
Alex. Brown & Sons, Inc. May 1990 - September 1995
T Rowe Price October 1987 - May 1990
Skills
401k, Mutual Funds, Analysis, Retirement
Education
Mount St. Mary's University
M.B.A., Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business
B.S., Finance
Steve Bottum's Alex. Brown & Sons, Inc. Experience 1987 - 1998
Job Real Estate Investor and Independent Financial Advisor
Industry Investment Banking
Experience
MWB Investments, LLC December 2011 - Present
GCA Savvian March 2006 - March 2010
The Grosvenor Funds 2001 - 2005
Thomas Weisel Partners 1998 - 2001
Alex. Brown & Sons, Inc. 1987 - 1998
Salomon Brothers 1984 - 1987
Skills
Mergers, Financial Services, Investment Banking, Banking, Venture Capital, Mergers & Acquisitions, Hedge Funds, Capital Markets, Private Equity, LBO, Valuation, Private Placements, Investments, Corporate Finance, Corporate Development, Equities
Education
Northwestern University - Kellogg School of Management 1980 — 1984
Master of Business Administration (MBA), Accounting and Finance
Northwestern University School of Law 1980 — 1984
JD
Amherst College 1976 — 1980
B.A.
MWB Investments, LLC December 2011 - Present
GCA Savvian March 2006 - March 2010
The Grosvenor Funds 2001 - 2005
Thomas Weisel Partners 1998 - 2001
Alex. Brown & Sons, Inc. 1987 - 1998
Salomon Brothers 1984 - 1987
Skills
Mergers, Financial Services, Investment Banking, Banking, Venture Capital, Mergers & Acquisitions, Hedge Funds, Capital Markets, Private Equity, LBO, Valuation, Private Placements, Investments, Corporate Finance, Corporate Development, Equities
Education
Northwestern University - Kellogg School of Management 1980 — 1984
Master of Business Administration (MBA), Accounting and Finance
Northwestern University School of Law 1980 — 1984
JD
Amherst College 1976 — 1980
B.A.
D. Michael Connellan's Alex. Brown & Sons, Inc. Experience January 1985 - January 1991
Job Retired, Board member Emergency Medicine Scribe ServicesInc. "EMSS"
Industry Medical Practice
Experience
Emergency Medicine Scribe Systems, Inc. October 2014 - April 2015
Various May 1991 - April 2015
Marina Medical Inc. April 1999 - May 2012
Solis Women's Health, Inc. 2009 - 2010
GranCare, Inc. 1991 - January 1998
Alex. Brown & Sons, Inc. January 1985 - January 1991
FERC 1976 - 1980
Skills
Strategic Planning, Healthcare, Management, Leadership, Public Speaking, Team Building, Fundraising, Hospitals, Nonprofits, Budgets
Education
The George Washington University 1979 — 1981
Doctor of Philosophy (PhD) program, Finance, General, completed coursework, no degree
American University 1976 — 1978
Master of Business Administration (MBA), Finance, with Distinction
Indiana University Bloomington 1971 — 1972
M.S., Exercise Physiology, Biomechanics
University of Kentucky 1969 — 1970
B.A.
US Naval Academy 1965 — 1967
NVAC 1961 — 1965
Stanford University
Executive Program, Business school
Emergency Medicine Scribe Systems, Inc. October 2014 - April 2015
Various May 1991 - April 2015
Marina Medical Inc. April 1999 - May 2012
Solis Women's Health, Inc. 2009 - 2010
GranCare, Inc. 1991 - January 1998
Alex. Brown & Sons, Inc. January 1985 - January 1991
FERC 1976 - 1980
Skills
Strategic Planning, Healthcare, Management, Leadership, Public Speaking, Team Building, Fundraising, Hospitals, Nonprofits, Budgets
Education
The George Washington University 1979 — 1981
Doctor of Philosophy (PhD) program, Finance, General, completed coursework, no degree
American University 1976 — 1978
Master of Business Administration (MBA), Finance, with Distinction
Indiana University Bloomington 1971 — 1972
M.S., Exercise Physiology, Biomechanics
University of Kentucky 1969 — 1970
B.A.
US Naval Academy 1965 — 1967
NVAC 1961 — 1965
Stanford University
Executive Program, Business school
Kathleen Norjen's Alex. Brown & Sons, Inc. Experience 1983 - 1989
Job Sr. Project Manager, Large Group Account Implementation, CareFirst BlueCross BlueShield
Industry Insurance
Experience
CareFirst BlueCross BlueShield September 2011 - Present
Nationwide Better Health, Nationwide Insurance 2002 - September 2011
Greater Baltimore Medical Center (GBMC) 1997 - 2001
The Principal Financial Group 1994 - 1997
CareFirst BlueCross BlueShield 1989 - 1994
Alex. Brown & Sons, Inc. 1983 - 1989
Skills
Managed Care, Vendor Management, Strategy, Strategic Planning, Account Management, Business Development, Project Management, Wellness, Community Outreach, Health Insurance, Advertising, Customer Retention, Marketing, Healthcare, Employee Benefits, CRM, Data Analysis, Process Improvement, Salesforce.com, Insurance, Leadership, Management, Program Management, Sales Operations, Visio
Education
Towson University 1977 — 1981
CareFirst BlueCross BlueShield September 2011 - Present
Nationwide Better Health, Nationwide Insurance 2002 - September 2011
Greater Baltimore Medical Center (GBMC) 1997 - 2001
The Principal Financial Group 1994 - 1997
CareFirst BlueCross BlueShield 1989 - 1994
Alex. Brown & Sons, Inc. 1983 - 1989
Skills
Managed Care, Vendor Management, Strategy, Strategic Planning, Account Management, Business Development, Project Management, Wellness, Community Outreach, Health Insurance, Advertising, Customer Retention, Marketing, Healthcare, Employee Benefits, CRM, Data Analysis, Process Improvement, Salesforce.com, Insurance, Leadership, Management, Program Management, Sales Operations, Visio
Education
Towson University 1977 — 1981
Timmie Taff's Alex. Brown & Sons, Inc. Experience August 1991 - 1994
Job Licensed Real Estate Agent at Remax Realty Centre, Inc. & Berkshire Hathaway Homesale Realty
Industry Real Estate
Experience
Remax Realty Centre, Inc. & Berkshire Hathaway Homesale Realty August 2005 - Present
Deutsche Bank 2000 - 2004
Ferris, Baker, Watts Inc. 1993 - 2000
Alex. Brown & Sons, Inc. August 1991 - 1994
Alex. Brown & Sons, Inc. August 1991 - 1994
Skills
Buyer Representation, Sellers, First Time Home Buyers, Townhomes, Condos, Relocation, Short Sales, Foreclosures, Investment Properties, New Home Sales, New Construction Homes, Single Family Homes
Education
Mount St. Mary's College 1987 — 1991
"Bachelor of Science", Business and Finance
Remax Realty Centre, Inc. & Berkshire Hathaway Homesale Realty August 2005 - Present
Deutsche Bank 2000 - 2004
Ferris, Baker, Watts Inc. 1993 - 2000
Alex. Brown & Sons, Inc. August 1991 - 1994
Alex. Brown & Sons, Inc. August 1991 - 1994
Skills
Buyer Representation, Sellers, First Time Home Buyers, Townhomes, Condos, Relocation, Short Sales, Foreclosures, Investment Properties, New Home Sales, New Construction Homes, Single Family Homes
Education
Mount St. Mary's College 1987 — 1991
"Bachelor of Science", Business and Finance
Hardy Manges's Alex. Brown & Sons, Inc. Experience October 1990 - April 1997
Job Managing Director, Cantor Fitzgerald Municipal DCM
Industry Financial Services
Experience
Cantor Fitzgerald March 2014 - Present
Mitsubishi UFJ Securities January 2011 - March 2014
Deutsche Bank Securities April 1997 - September 2009
Alex. Brown & Sons, Inc. October 1990 - April 1997
Skills
Fixed Income, Trading, Capital Markets, Credit, Equities, Investment Banking, Bonds, Bloomberg, Series 7, Derivatives, Hedge Funds, Securities, Investments, Series 63, Asset Management
Education
Loyola University Maryland 1993 — 1997
Master of Business Administration (MBA), Finance, General
Denison University 1986 — 1990
Bachelor's degree, Economics/ Spanish
Cantor Fitzgerald March 2014 - Present
Mitsubishi UFJ Securities January 2011 - March 2014
Deutsche Bank Securities April 1997 - September 2009
Alex. Brown & Sons, Inc. October 1990 - April 1997
Skills
Fixed Income, Trading, Capital Markets, Credit, Equities, Investment Banking, Bonds, Bloomberg, Series 7, Derivatives, Hedge Funds, Securities, Investments, Series 63, Asset Management
Education
Loyola University Maryland 1993 — 1997
Master of Business Administration (MBA), Finance, General
Denison University 1986 — 1990
Bachelor's degree, Economics/ Spanish
Mario Abularach's Alex. Brown & Sons, Inc. Experience 1996 - 1997
Job Partner at Wellington Management Company, LLP
Industry Financial Services
Experience
Wellington Management Company LLP 2001 - Present
GTCR Golder Rauner 1997 - 1999
Alex. Brown & Sons, Inc. 1996 - 1997
Smith Barney Inc. 1994 - 1996
Education
Harvard Business School 1999 — 2001
MBA
Yale University 1990 — 1994
BS, Mechanical Engineering
Wellington Management Company LLP 2001 - Present
GTCR Golder Rauner 1997 - 1999
Alex. Brown & Sons, Inc. 1996 - 1997
Smith Barney Inc. 1994 - 1996
Education
Harvard Business School 1999 — 2001
MBA
Yale University 1990 — 1994
BS, Mechanical Engineering
Jamie Cahn's Alex. Brown & Sons, Inc. Experience June 1986 - June 1995
Job Principal at JJTK
Industry Financial Services
Experience
JJTK April 2012 - Present
M&I Institutional Trust Services May 2006 - April 2012
Legg Mason Inc. September 1995 - May 2006
Alex. Brown & Sons, Inc. June 1986 - June 1995
Skills
Wealth Management, Investments, 401k, Retirement Planning, Retirement, Asset Allocation, Series 7, Asset Managment, Portfolio Management, Financial Services, Investment Management, Defined Benefit, ERISA, Pensions, Mutual Funds, Investment Advisory, Banking, Relationship Management, Series 63
Education
Franklin & Marshall College 1977 — 1981
BA, Finance and Financial Management Services
Park School 1973 — 1977
JJTK April 2012 - Present
M&I Institutional Trust Services May 2006 - April 2012
Legg Mason Inc. September 1995 - May 2006
Alex. Brown & Sons, Inc. June 1986 - June 1995
Skills
Wealth Management, Investments, 401k, Retirement Planning, Retirement, Asset Allocation, Series 7, Asset Managment, Portfolio Management, Financial Services, Investment Management, Defined Benefit, ERISA, Pensions, Mutual Funds, Investment Advisory, Banking, Relationship Management, Series 63
Education
Franklin & Marshall College 1977 — 1981
BA, Finance and Financial Management Services
Park School 1973 — 1977
Michael Fineman's Alex. Brown & Sons, Inc. Experience March 1993 - March 1994
Job Portfolio Manager/Distressed Credit & Equity Research Analyst
Industry Investment Management
Experience
Third Avenue Management March 2006 - March 2014
Sanno Point Capital Management January 2005 - March 2006
Giuliani Capital Advisors LLC (f/k/a Ernst & Young Corporate Finance) April 2001 - January 2005
Cityspree, Inc March 2000 - March 2001
Raymond James & Associates May 1995 - March 2000
Smith Barney March 1994 - April 1995
Alex. Brown & Sons, Inc. March 1993 - March 1994
Goldman, Sachs & Co. May 1990 - February 1993
Skills
Value Investing, Distressed Debt, Equities, High Yield, Chartered Financial..., CIRA, Passed CDBV..., Special Situations, Alternative Investments, Hedge Funds, Valuation, Private Equity, Financial Modeling, Debt Restructuring, Restructuring, Equity Research, Investment Management, Fixed Income, Asset Management, Capital Markets, Leveraged Finance, Institutional..., Investment Banking, Corporate Finance, Investments, Bloomberg
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), 3.7 / 4.0
University of Delaware
Bachelor of Science (BS), Finance, Marketing, Economics, 3.6 / 4.0
Third Avenue Management March 2006 - March 2014
Sanno Point Capital Management January 2005 - March 2006
Giuliani Capital Advisors LLC (f/k/a Ernst & Young Corporate Finance) April 2001 - January 2005
Cityspree, Inc March 2000 - March 2001
Raymond James & Associates May 1995 - March 2000
Smith Barney March 1994 - April 1995
Alex. Brown & Sons, Inc. March 1993 - March 1994
Goldman, Sachs & Co. May 1990 - February 1993
Skills
Value Investing, Distressed Debt, Equities, High Yield, Chartered Financial..., CIRA, Passed CDBV..., Special Situations, Alternative Investments, Hedge Funds, Valuation, Private Equity, Financial Modeling, Debt Restructuring, Restructuring, Equity Research, Investment Management, Fixed Income, Asset Management, Capital Markets, Leveraged Finance, Institutional..., Investment Banking, Corporate Finance, Investments, Bloomberg
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), 3.7 / 4.0
University of Delaware
Bachelor of Science (BS), Finance, Marketing, Economics, 3.6 / 4.0
Edward Jones
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ