Blaylock & Partners
Description
Address: 399 Park Ave, New York, NY 10022 Phone: (212) 754-4600: Hours: : Website: : : Category: : Place name: : Website: http://brv-llc.com/about/about-the-firm/ Category: Financial Planner 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. · Own this business?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 Blaylock & Partners Posting publicly on the Web Write a review Reviews Be the first to review
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Blaylock & Partners Employees
Employee
Years
Job
Industry
Nathan Grant, CFA Nathan Grant, CFA's Blaylock & Partners Experience 1994 - 1995
Job Fixed Income Portfolio Manager
Industry Investment Management
Experience
Whitney Bank Trust & Asset Management/Hancock Horizon Investments 2009 - Present
CFA Society of Louisiana 2015 - Present
Hancock Bank 2013 - Present
CFA Society of Louisiana 2012 - Present
Kingstown Capital 2007 - 2008
Recon Capital 2002 - 2006
Value Line Asset Management 1995 - 2000
Blaylock & Partners 1994 - 1995
Donaldson, Lufkin & Jenrette 1992 - 1994
Skills
Investments, ABS, Capital Structure, Corporates, Equities, Asset Management, Financial Analysis, Risk Management, Financial Modeling, Series 7, Investment Management, Credit Analysis
Education
Columbia University - Columbia Business School
Cornell University
Whitney Bank Trust & Asset Management/Hancock Horizon Investments 2009 - Present
CFA Society of Louisiana 2015 - Present
Hancock Bank 2013 - Present
CFA Society of Louisiana 2012 - Present
Kingstown Capital 2007 - 2008
Recon Capital 2002 - 2006
Value Line Asset Management 1995 - 2000
Blaylock & Partners 1994 - 1995
Donaldson, Lufkin & Jenrette 1992 - 1994
Skills
Investments, ABS, Capital Structure, Corporates, Equities, Asset Management, Financial Analysis, Risk Management, Financial Modeling, Series 7, Investment Management, Credit Analysis
Education
Columbia University - Columbia Business School
Cornell University
Christopher Leppla Christopher Leppla's Blaylock & Partners Experience 2002 - 2004
Job Managing Director at Potomac Research Group
Industry Financial Services
Experience
Potomac Research Group July 2012 - Present
Washington Research Group 2004 - 2012
Blaylock & Partners 2002 - 2004
Lehman Brothers 2000 - 2002
Skills
FINRA Series 7 & 63
Education
Columbia Business School
Master of Business Administration (MBA), Finance, General
University of California, Davis
Bachelor's Degree, Agricultural Economics
Potomac Research Group July 2012 - Present
Washington Research Group 2004 - 2012
Blaylock & Partners 2002 - 2004
Lehman Brothers 2000 - 2002
Skills
FINRA Series 7 & 63
Education
Columbia Business School
Master of Business Administration (MBA), Finance, General
University of California, Davis
Bachelor's Degree, Agricultural Economics
Richard Russo Richard Russo's Blaylock & Partners Experience January 2004 - May 2004
Job Mate, Trader Joe's
Industry Supermarkets
Experience
Trader Joe's September 2012 - Present
National Bank of Canada October 2010 - December 2011
Northland Capital Markets June 2010 - October 2010
Concept Capital Management May 2009 - May 2010
Stanford Group Company April 2004 - February 2009
Blaylock & Partners January 2004 - May 2004
Advest, Inc November 2002 - September 2003
Dresdner, Kleinwort Wasserstein February 2001 - October 2002
Advest, Inc August 1993 - April 2000
Morgan Keegan Inc May 1992 - August 1993
Skills
Equities, Healthcare, Research, Start-ups, Asset Management, Municipal Money..., Discount Brokerage, Retail Brokerage, Asset Managment, Money Management, Discount, Retail Food, Management, Mutual Funds, Securities, Trading, Equity Research, Investments, Brokers, Valuation, Hedge Funds
Education
Northeastern University - Graduate School of Business Administration 1989 — 1991
MBA, Business Administratio
Framingham State University 1981 — 1985
BA, Economics
Trader Joe's September 2012 - Present
National Bank of Canada October 2010 - December 2011
Northland Capital Markets June 2010 - October 2010
Concept Capital Management May 2009 - May 2010
Stanford Group Company April 2004 - February 2009
Blaylock & Partners January 2004 - May 2004
Advest, Inc November 2002 - September 2003
Dresdner, Kleinwort Wasserstein February 2001 - October 2002
Advest, Inc August 1993 - April 2000
Morgan Keegan Inc May 1992 - August 1993
Skills
Equities, Healthcare, Research, Start-ups, Asset Management, Municipal Money..., Discount Brokerage, Retail Brokerage, Asset Managment, Money Management, Discount, Retail Food, Management, Mutual Funds, Securities, Trading, Equity Research, Investments, Brokers, Valuation, Hedge Funds
Education
Northeastern University - Graduate School of Business Administration 1989 — 1991
MBA, Business Administratio
Framingham State University 1981 — 1985
BA, Economics
Ned Osterhus Ned Osterhus's Blaylock & Partners Experience May 2003 - November 2004
Job
Industry Financial Services
Experience
The Benchmark Company August 2005 - March 2010
Blaylock & Partners May 2003 - November 2004
A.G. Edwards & Sons, Inc. April 1998 - April 2003
Skills
Sales, Creative Problem Solving, Timely Decision Making, Positive Reinforcement
Education
Denison University 1982 — 1986
BA
The Taft School 1978 — 1982
The Benchmark Company August 2005 - March 2010
Blaylock & Partners May 2003 - November 2004
A.G. Edwards & Sons, Inc. April 1998 - April 2003
Skills
Sales, Creative Problem Solving, Timely Decision Making, Positive Reinforcement
Education
Denison University 1982 — 1986
BA
The Taft School 1978 — 1982
Badan Tuladhar Badan Tuladhar's Blaylock & Partners Experience June 1998 - August 1998
Job Senior Associate at Taiyo Pacific Partners
Industry Investment Management
Experience
Taiyo Pacific Partners September 2010 - Present
Clay Finlay July 2007 - August 2009
Morgan Stanley June 2006 - August 2006
Citigroup August 2002 - July 2005
Citigroup 2000 - 2002
Blaylock & Partners June 1998 - August 1998
Skills
Financials, Equities, Financial Modeling, Portfolio Management, Emerging Markets, Capital Markets, Asset Management, Investment Banking, Investments, Equity Valuation, Bloomberg, Finance, Hedge Funds, Fixed Income, Valuation, Private Equity
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Specialization; Finance and Accounting
Morehouse College 1996 — 2000
BA, Economics
University of Oxford 1998 — 1998
Economics
Taiyo Pacific Partners September 2010 - Present
Clay Finlay July 2007 - August 2009
Morgan Stanley June 2006 - August 2006
Citigroup August 2002 - July 2005
Citigroup 2000 - 2002
Blaylock & Partners June 1998 - August 1998
Skills
Financials, Equities, Financial Modeling, Portfolio Management, Emerging Markets, Capital Markets, Asset Management, Investment Banking, Investments, Equity Valuation, Bloomberg, Finance, Hedge Funds, Fixed Income, Valuation, Private Equity
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Specialization; Finance and Accounting
Morehouse College 1996 — 2000
BA, Economics
University of Oxford 1998 — 1998
Economics
Dominick Carollo Jr. Dominick Carollo Jr.'s Blaylock & Partners Experience April 1997 - October 1997
Job Business Analyst for Captial Plus Consulting Group, LLC
Industry Financial Services
Experience
Captial Plus Consulting Group, LLC October 2007 - Present
IQPC April 2007 - August 2007
Morgan Stanley March 2006 - July 2006
Sam's Club April 2002 - December 2005
Costco Wholesale November 1999 - 2001
ED&F Man May 1999 - September 1999
Weiss, Peck & Grier February 1998 - October 1998
Blaylock & Partners April 1997 - October 1997
Skills
Budgets, Financial Analysis, Business Development, Customer Service, Finance, Financial Modeling, Management, Marketing, Risk Management, Analysis, Business Analysis, Business Strategy, Leadership, New Business Development, Project Management, Social Media, Strategy
Education
Monmouth University 1996 — 2000
Business Finance
Monmouth University 1996 — 2000
Holmdel high school 1991 — 1996
Holmdel high school 1991 — 1996
Captial Plus Consulting Group, LLC October 2007 - Present
IQPC April 2007 - August 2007
Morgan Stanley March 2006 - July 2006
Sam's Club April 2002 - December 2005
Costco Wholesale November 1999 - 2001
ED&F Man May 1999 - September 1999
Weiss, Peck & Grier February 1998 - October 1998
Blaylock & Partners April 1997 - October 1997
Skills
Budgets, Financial Analysis, Business Development, Customer Service, Finance, Financial Modeling, Management, Marketing, Risk Management, Analysis, Business Analysis, Business Strategy, Leadership, New Business Development, Project Management, Social Media, Strategy
Education
Monmouth University 1996 — 2000
Business Finance
Monmouth University 1996 — 2000
Holmdel high school 1991 — 1996
Holmdel high school 1991 — 1996
Renee F. Morris Renee F. Morris's Blaylock & Partners Experience September 1999 - April 2003
Job Adjunct Lecturer
Industry Management Consulting
Experience
Grimes-King Foundation for the Elderly, Inc. October 1998 - Present
University of New Haven January 2011 - March 2012
State University of New York September 2007 - May 2010
Harvard Business School 2nd Annual Social Enterprise Summit 2009 - 2009
The Links, Inc. 1998 - 2009
Berkeley College June 2007 - September 2008
Blaylock & Partners September 1999 - April 2003
Bechtel Power Corporation March 1990 - January 1996
Skills
Research, Presentation/Teaching, MSOffice, Adult Education, Contract Management, Crystal Reports, Internal Reporting, Stakeholder Liaison, Training Course..., Microsoft Office, Leadership, Project Management, Training, Teaching, Public Speaking, Management Consulting, Nonprofits, Higher Education, Employee Wellness, Workplace Health, Management, Leadership Development, Public Relations, Budgets, Strategic Planning, Consulting, Program Management, Analysis
Education
Harvard Business School 1985 — 1988
MBA, Control/Organizations, General Management
Brown University 1976 — 1980
B.A., Engineering and Economics
Grimes-King Foundation for the Elderly, Inc. October 1998 - Present
University of New Haven January 2011 - March 2012
State University of New York September 2007 - May 2010
Harvard Business School 2nd Annual Social Enterprise Summit 2009 - 2009
The Links, Inc. 1998 - 2009
Berkeley College June 2007 - September 2008
Blaylock & Partners September 1999 - April 2003
Bechtel Power Corporation March 1990 - January 1996
Skills
Research, Presentation/Teaching, MSOffice, Adult Education, Contract Management, Crystal Reports, Internal Reporting, Stakeholder Liaison, Training Course..., Microsoft Office, Leadership, Project Management, Training, Teaching, Public Speaking, Management Consulting, Nonprofits, Higher Education, Employee Wellness, Workplace Health, Management, Leadership Development, Public Relations, Budgets, Strategic Planning, Consulting, Program Management, Analysis
Education
Harvard Business School 1985 — 1988
MBA, Control/Organizations, General Management
Brown University 1976 — 1980
B.A., Engineering and Economics
Alexis Thomas Alexis Thomas's Blaylock & Partners Experience 1997 - 2002
Job Senior Manager Financial Services | Organizational Leadership | Transaction Management | NonProfit Administration
Industry Investment Banking
Experience
The Williams Capital Group 2002 - Present
Blaylock & Partners 1997 - 2002
WR Lazard, Laidlaw & Luther, Inc. 1994 - 1997
National Westminster Bank, USA 1988 - 1993
Skills
Deal Management, Sales Management, Relationship Management, Profitability Focus, Forward Thinking, Non-profit..., Non-profit Leadership, Non-profit Board..., Financial Management, Project Management, Fundraising, Business Development, Fixed Income, Capital Markets, Strategic Planning, Leveraging Strategic..., Staff Management, Investment Banking, Money Market, Asset Management, Team Building
Education
Columbia University in the City of New York 1976 — 1978
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania
Master's Degree, City Planning
Morgan State University
Bachelor's Degree, Urban Planning and Economics
The Williams Capital Group 2002 - Present
Blaylock & Partners 1997 - 2002
WR Lazard, Laidlaw & Luther, Inc. 1994 - 1997
National Westminster Bank, USA 1988 - 1993
Skills
Deal Management, Sales Management, Relationship Management, Profitability Focus, Forward Thinking, Non-profit..., Non-profit Leadership, Non-profit Board..., Financial Management, Project Management, Fundraising, Business Development, Fixed Income, Capital Markets, Strategic Planning, Leveraging Strategic..., Staff Management, Investment Banking, Money Market, Asset Management, Team Building
Education
Columbia University in the City of New York 1976 — 1978
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania
Master's Degree, City Planning
Morgan State University
Bachelor's Degree, Urban Planning and Economics
Eric Dosal Eric Dosal's Blaylock & Partners Experience January 2001 - April 2002
Job Entrepreneur | CoFounder BrightGauge Software | Passion for Sales & Marketing
Industry Information Technology and Services
Experience
BrightGauge Software April 2010 - Present
Compuquip Technologies January 2012 - Present
YPO - Young Presidents' Organization June 2014 - Present
Dosal Capital May 2013 - Present
Blue Wave Communications August 2004 - Present
All Covered August 2012 - March 2013
Compuquip Technologies February 2007 - December 2011
Compuquip Technologies May 2002 - February 2007
Blaylock & Partners January 2001 - April 2002
Fieldstone Private Capital Group, Inc. July 2000 - January 2001
Education
Babson College 1996 — 2000
Finance & Investments
Gulliver Preparatory 1992 — 1996
High School
BrightGauge Software April 2010 - Present
Compuquip Technologies January 2012 - Present
YPO - Young Presidents' Organization June 2014 - Present
Dosal Capital May 2013 - Present
Blue Wave Communications August 2004 - Present
All Covered August 2012 - March 2013
Compuquip Technologies February 2007 - December 2011
Compuquip Technologies May 2002 - February 2007
Blaylock & Partners January 2001 - April 2002
Fieldstone Private Capital Group, Inc. July 2000 - January 2001
Education
Babson College 1996 — 2000
Finance & Investments
Gulliver Preparatory 1992 — 1996
High School
Bryan Bains Bryan Bains's Blaylock & Partners Experience March 2004 - September 2004
Job VP, Relationship Manager at Bank of the West
Industry Banking
Experience
Bank of the West (member BNP Paribas Group) April 2014 - Present
Wells Fargo February 2013 - March 2014
BNP Paribas February 2006 - May 2012
BNY Mellon January 2005 - January 2006
Blaylock & Partners March 2004 - September 2004
New York University January 2002 - May 2004
Extreme Logic (acquired by Hewlett-Packard Co.) December 2000 - 2001
Brave New Consultants January 1997 - December 2000
Skills
Leveraged Finance, Portfolio Management, LBO, Legal Documentation -..., Credit Analysis, CLO, Financial Modeling, Bankruptcy, Debt Restructuring, Financial Statement..., Capital Structure, Asset Based Lending, Enterprise Valuation
Education
New York University, Stern School of Business 2002 — 2004
MBA, Finance & Statistics
New School University
BA, Humanities & Social Sciences
Bank of the West (member BNP Paribas Group) April 2014 - Present
Wells Fargo February 2013 - March 2014
BNP Paribas February 2006 - May 2012
BNY Mellon January 2005 - January 2006
Blaylock & Partners March 2004 - September 2004
New York University January 2002 - May 2004
Extreme Logic (acquired by Hewlett-Packard Co.) December 2000 - 2001
Brave New Consultants January 1997 - December 2000
Skills
Leveraged Finance, Portfolio Management, LBO, Legal Documentation -..., Credit Analysis, CLO, Financial Modeling, Bankruptcy, Debt Restructuring, Financial Statement..., Capital Structure, Asset Based Lending, Enterprise Valuation
Education
New York University, Stern School of Business 2002 — 2004
MBA, Finance & Statistics
New School University
BA, Humanities & Social Sciences
Martin Vaughn's Blaylock & Partners Experience 1996 - 2000
Job Managing Director at Global Synergies, LLC
Industry Management Consulting
Experience
Global Synergies, LLC 2011 - Present
Baker and Company, LLC 2010 - 2011
Black Knight Asset Management LLC 2008 - 2010
Quoin Capial 2006 - 2007
BOE Securities, Inc. 2003 - 2005
Sturdivant & Co. 2001 - 2002
Blaylock & Partners 1996 - 2000
Pryor, McClendon, Counts & Co. 1988 - 1996
Skills
Strategic Planning, Business Strategy, Management Consulting, Business Development, New Business Development, Start-ups, Business Planning, Mergers, Marketing Strategy, Negotiation, Strategic Partnerships, Financial Analysis, Account Management, Marketing, Team Building, Change Management, Competitive Analysis, Investments, Logistics Design, Venture Capital, Program Management, Contract Negotiation, Business Analysis, Asset Management, Logistics Management, Investment Banking, Analysis, Management, Entrepreneurship, P&L Management, Corporate Finance, Strategy, Financial Modeling, Forecasting, B2B, Cross-functional Team..., Logistics Consulting, Mergers & Acquisitions, Equities, Executive Management, Organizational..., Portfolio Management, Private Equity, Alternative Investments, Consulting, Corporate Development, Fixed Income, Equity Research, Securities, Financial Services
Education
University of Pennsylvania - The Wharton School 1980 — 1981
MBA, Finance & Entrepreneurial Management
University of Pennsylvania - The Wharton School 1971 — 1975
BS, Economics
Global Synergies, LLC 2011 - Present
Baker and Company, LLC 2010 - 2011
Black Knight Asset Management LLC 2008 - 2010
Quoin Capial 2006 - 2007
BOE Securities, Inc. 2003 - 2005
Sturdivant & Co. 2001 - 2002
Blaylock & Partners 1996 - 2000
Pryor, McClendon, Counts & Co. 1988 - 1996
Skills
Strategic Planning, Business Strategy, Management Consulting, Business Development, New Business Development, Start-ups, Business Planning, Mergers, Marketing Strategy, Negotiation, Strategic Partnerships, Financial Analysis, Account Management, Marketing, Team Building, Change Management, Competitive Analysis, Investments, Logistics Design, Venture Capital, Program Management, Contract Negotiation, Business Analysis, Asset Management, Logistics Management, Investment Banking, Analysis, Management, Entrepreneurship, P&L Management, Corporate Finance, Strategy, Financial Modeling, Forecasting, B2B, Cross-functional Team..., Logistics Consulting, Mergers & Acquisitions, Equities, Executive Management, Organizational..., Portfolio Management, Private Equity, Alternative Investments, Consulting, Corporate Development, Fixed Income, Equity Research, Securities, Financial Services
Education
University of Pennsylvania - The Wharton School 1980 — 1981
MBA, Finance & Entrepreneurial Management
University of Pennsylvania - The Wharton School 1971 — 1975
BS, Economics
Matt Gorman Matt Gorman's Blaylock & Partners Experience October 1997 - January 1999
Job Principal at Gorman and Associates Inc
Industry Government Relations
Experience
Gorman and Associates January 2015 - Present
MicroStrategy January 2013 - December 2014
Gorman and Associates April 2008 - January 2013
Fabiani & Company September 2004 - April 2008
Gorman and Associates January 1999 - September 2004
Blaylock & Partners October 1997 - January 1999
U.S. Department of the Treasury February 1993 - October 1997
Clinton/Gore Transition November 1992 - January 1993
Clinton-Gore Presidential Campaign August 1991 - November 1992
Gephardt-in-Congress Committee January 1991 - August 1991
Skills
Business Development, Government Liaison, Strategic Advice, Government Relations, Government Affairs, Fundraising, Strategy, Government, Legislative Relations, Public Policy
Education
Georgetown University
B.A., English Literature
Universidad de Sevilla
Art History, Spanish Literature
Walt Whitman High School
Gorman and Associates January 2015 - Present
MicroStrategy January 2013 - December 2014
Gorman and Associates April 2008 - January 2013
Fabiani & Company September 2004 - April 2008
Gorman and Associates January 1999 - September 2004
Blaylock & Partners October 1997 - January 1999
U.S. Department of the Treasury February 1993 - October 1997
Clinton/Gore Transition November 1992 - January 1993
Clinton-Gore Presidential Campaign August 1991 - November 1992
Gephardt-in-Congress Committee January 1991 - August 1991
Skills
Business Development, Government Liaison, Strategic Advice, Government Relations, Government Affairs, Fundraising, Strategy, Government, Legislative Relations, Public Policy
Education
Georgetown University
B.A., English Literature
Universidad de Sevilla
Art History, Spanish Literature
Walt Whitman High School
Edward Yale Edward Yale's Blaylock & Partners Experience May 2003 - May 2004
Job Director, Mortgage Credit Analytics at Equifax
Industry Financial Services
Experience
Equifax June 2009 - Present
The Seaport Group October 2008 - July 2009
Amherst Securities Group June 2004 - October 2008
Blaylock & Partners May 2003 - May 2004
National Western Life January 2003 - April 2003
The University of Texas at Austin August 2000 - December 2002
Texas Capital Markets March 1998 - August 2000
Bear Stearns 1993 - 1998
Credit Suisse 1991 - 1993
Franklin Savings Association 1988 - 1989
Skills
Credit Analysis, Residential Mortgages, Mortgage Lending, Fixed Income, Finance, Structured Finance, Capital Markets, Financial Modeling, MBS, Credit, Investment Banking, ABS
Education
The University of Texas at Austin - The Red McCombs School of Business 1989 — 1991
Master of Business Administration (MBA)
University of Pennsylvania 1983 — 1986
BS Engineering, Computer Science and Engineering
University of Pennsylvania - The Wharton School 1983 — 1986
BS Economics, Finance
Equifax June 2009 - Present
The Seaport Group October 2008 - July 2009
Amherst Securities Group June 2004 - October 2008
Blaylock & Partners May 2003 - May 2004
National Western Life January 2003 - April 2003
The University of Texas at Austin August 2000 - December 2002
Texas Capital Markets March 1998 - August 2000
Bear Stearns 1993 - 1998
Credit Suisse 1991 - 1993
Franklin Savings Association 1988 - 1989
Skills
Credit Analysis, Residential Mortgages, Mortgage Lending, Fixed Income, Finance, Structured Finance, Capital Markets, Financial Modeling, MBS, Credit, Investment Banking, ABS
Education
The University of Texas at Austin - The Red McCombs School of Business 1989 — 1991
Master of Business Administration (MBA)
University of Pennsylvania 1983 — 1986
BS Engineering, Computer Science and Engineering
University of Pennsylvania - The Wharton School 1983 — 1986
BS Economics, Finance
John Rezai John Rezai's Blaylock & Partners Experience July 1996 - April 1999
Job CEO & Owner at Fort Lauderdale Ice Co. & West Palm Ice Co.
Industry Events Services
Experience
Fort Lauderdale Ice Co. April 2010 - Present
Muriel Siebert & Co., Inc. July 2004 - March 2013
Ramirez & Co., Inc. April 1999 - July 2004
May Davis Group May 1999 - April 2000
Blaylock & Partners July 1996 - April 1999
Pryor, McClendon, Counts & Co. August 1994 - July 1996
The Chapman Co. May 1992 - August 1994
Skills
Investment Banking, Financial Analysis, Strategic Financial..., Live Events, Event Management, Event Planning, Food Service, Food & Beverage, Food Industry
Education
Cornell University 1986 — 1990
Economics and Government, Econometrics and Quantitative Economics
Fort Lauderdale Ice Co. April 2010 - Present
Muriel Siebert & Co., Inc. July 2004 - March 2013
Ramirez & Co., Inc. April 1999 - July 2004
May Davis Group May 1999 - April 2000
Blaylock & Partners July 1996 - April 1999
Pryor, McClendon, Counts & Co. August 1994 - July 1996
The Chapman Co. May 1992 - August 1994
Skills
Investment Banking, Financial Analysis, Strategic Financial..., Live Events, Event Management, Event Planning, Food Service, Food & Beverage, Food Industry
Education
Cornell University 1986 — 1990
Economics and Government, Econometrics and Quantitative Economics
Rob Africk Rob Africk's Blaylock & Partners Experience 2001 - 2002
Job Managing Director at TrueNorth Capital Partners LLC
Industry Investment Banking
Experience
TrueNorth Capital Partners LLC December 2009 - Present
Westbury Group LLC 2006 - 2009
Jesup & Lamont 2002 - 2005
Blaylock & Partners 2001 - 2002
Fieldstone Private Capital Group L.P. 1998 - 2000
Prudential Securities 1986 - 1999
Exxon Corporation 1979 - 1986
Citibank 1978 - 1979
Skills
Financial Services, Investment Banking, Private Equity, Energy, Mergers, Negotiating, Buy side M&A, Sell side M&A, Corporate Finance, Private Placements, Valuation, Business Valuation, Financial Analysis, Financial Modeling, Presentations, Business Strategy, Business Analysis, New Business Development, Restructuring, Fairness Opinions, Treasury Management, Helping Clients Succeed, Building Relationships, Transaction Processing, Deal Execution, Oil and Gas, Due Diligence, Equities, Mergers & Acquisitions, Bridge, Finance, LBO, Divestitures, M&A experience, Corporate Development, Venture Capital, Leveraged Finance, Financial Structuring, Growth Capital, Capital Raising, Mezzanine, Structured Finance, High Yield, Capital, Deal Sourcing, Negotiation
Education
New York University - Leonard N. Stern School of Business 1977 — 1979
MBA, Finance
Bucknell University 1973 — 1977
BSBA, Business
Glen Cove HIGH SCHOOL 1969 — 1973
TrueNorth Capital Partners LLC December 2009 - Present
Westbury Group LLC 2006 - 2009
Jesup & Lamont 2002 - 2005
Blaylock & Partners 2001 - 2002
Fieldstone Private Capital Group L.P. 1998 - 2000
Prudential Securities 1986 - 1999
Exxon Corporation 1979 - 1986
Citibank 1978 - 1979
Skills
Financial Services, Investment Banking, Private Equity, Energy, Mergers, Negotiating, Buy side M&A, Sell side M&A, Corporate Finance, Private Placements, Valuation, Business Valuation, Financial Analysis, Financial Modeling, Presentations, Business Strategy, Business Analysis, New Business Development, Restructuring, Fairness Opinions, Treasury Management, Helping Clients Succeed, Building Relationships, Transaction Processing, Deal Execution, Oil and Gas, Due Diligence, Equities, Mergers & Acquisitions, Bridge, Finance, LBO, Divestitures, M&A experience, Corporate Development, Venture Capital, Leveraged Finance, Financial Structuring, Growth Capital, Capital Raising, Mezzanine, Structured Finance, High Yield, Capital, Deal Sourcing, Negotiation
Education
New York University - Leonard N. Stern School of Business 1977 — 1979
MBA, Finance
Bucknell University 1973 — 1977
BSBA, Business
Glen Cove HIGH SCHOOL 1969 — 1973
J Chiarelli's Blaylock & Partners Experience January 2002 - February 2003
Job
Industry Financial Services
Experience
Chiarelli and Company, LLC May 2014 - Present
Sanuwave, Inc. February 2013 - April 2014
Auriga USA, LLC 2011 - January 2013
Chiarelli Healthcare Select Fund March 2011 - June 2011
Chiarelli & Company, LLC April 2009 - March 2011
Clarent Hospital Corporation April 2001 - October 2009
Wall Street Access July 2007 - September 2008
Oppenheimer & Co August 2003 - October 2005
Blaylock & Partners January 2002 - February 2003
JP Morgan February 1995 - February 2001
Skills
Research, Equities, Series 7, Hedge Funds, Equity Research, Capital Markets, Securities, Fixed Income, Investments, Alternative Investments, Series 63
Education
Cornell University - S.C. Johnson Graduate School of Management 1993 — 1993
Manhattan College
BBA
University of Hawaii - Shidler College of Business
MBA
Chiarelli and Company, LLC May 2014 - Present
Sanuwave, Inc. February 2013 - April 2014
Auriga USA, LLC 2011 - January 2013
Chiarelli Healthcare Select Fund March 2011 - June 2011
Chiarelli & Company, LLC April 2009 - March 2011
Clarent Hospital Corporation April 2001 - October 2009
Wall Street Access July 2007 - September 2008
Oppenheimer & Co August 2003 - October 2005
Blaylock & Partners January 2002 - February 2003
JP Morgan February 1995 - February 2001
Skills
Research, Equities, Series 7, Hedge Funds, Equity Research, Capital Markets, Securities, Fixed Income, Investments, Alternative Investments, Series 63
Education
Cornell University - S.C. Johnson Graduate School of Management 1993 — 1993
Manhattan College
BBA
University of Hawaii - Shidler College of Business
MBA
Derrick L. Campbell's Blaylock & Partners Experience July 1995 - July 1996
Job Referee
Industry Sports
Experience
IAABO November 2009 - Present
The Guardian Life Insurance Company of America January 2012 - October 2012
MetLife - North Shore Finanical Group May 2005 - December 2011
JPMorgan Chase December 2004 - February 2005
Toussaint Capital Partners March 2004 - November 2004
Credit Suisse Asset Management March 1997 - August 2003
Blaylock & Partners July 1995 - July 1996
The Choice Program - Univ. of MD Baltimore County July 1992 - June 1995
Skills
Investments, Retirement Planning, Financial Planning, Wealth Management, Retirement, Mutual Funds, Pensions, Portfolio Management, Equities, Asset Management, Asset Managment, Banking, Capital Markets, Financial Services, Fixed Income, Insurance, Life Insurance, Securities, Strategic Financial...
Education
Connecticut College 1987 — 1992
Bachelor of Arts (B.A.), Economics
Hartford Public High School 1983 — 1987
Business Administration and Management, General
IAABO November 2009 - Present
The Guardian Life Insurance Company of America January 2012 - October 2012
MetLife - North Shore Finanical Group May 2005 - December 2011
JPMorgan Chase December 2004 - February 2005
Toussaint Capital Partners March 2004 - November 2004
Credit Suisse Asset Management March 1997 - August 2003
Blaylock & Partners July 1995 - July 1996
The Choice Program - Univ. of MD Baltimore County July 1992 - June 1995
Skills
Investments, Retirement Planning, Financial Planning, Wealth Management, Retirement, Mutual Funds, Pensions, Portfolio Management, Equities, Asset Management, Asset Managment, Banking, Capital Markets, Financial Services, Fixed Income, Insurance, Life Insurance, Securities, Strategic Financial...
Education
Connecticut College 1987 — 1992
Bachelor of Arts (B.A.), Economics
Hartford Public High School 1983 — 1987
Business Administration and Management, General
John Tinker's Blaylock & Partners Experience 2002 - 2004
Job Senior Media Analyst, Gabelli & Company
Industry Investment Banking
Experience
Gabelli & Company Partner, Senior Media AnalystMaxim Group2010 - Present
Steamer Capital 2008 - 2010
Sandler Capital October 2006 - September 2008
ThinkEquity Partners 2004 - 2006
Blaylock & Partners 2002 - 2004
Steamer Capital 1999 - 2002
Montgomery Securities 1996 - 1999
BOFA Securities 1996 - 1999
Furman Selz 1992 - 1996
Morgan Stanley 1987 - 1990
Skills
Private Equity, Hedge Funds, Investments, Venture Capital, Equities, Financial Modeling, Portfolio Management, Securities, Equity Research, Investment Banking, Mergers & Acquisitions, Capital Markets, Alternative Investments, Financial Services, Research, Valuation, Asset Management, Corporate Finance, Corporate Development, Bloomberg, Investor Relations, Emerging Markets
Education
University of Oxford 1975 — 1978
MA, Politics, Philosophy & Economics
Gabelli & Company Partner, Senior Media AnalystMaxim Group2010 - Present
Steamer Capital 2008 - 2010
Sandler Capital October 2006 - September 2008
ThinkEquity Partners 2004 - 2006
Blaylock & Partners 2002 - 2004
Steamer Capital 1999 - 2002
Montgomery Securities 1996 - 1999
BOFA Securities 1996 - 1999
Furman Selz 1992 - 1996
Morgan Stanley 1987 - 1990
Skills
Private Equity, Hedge Funds, Investments, Venture Capital, Equities, Financial Modeling, Portfolio Management, Securities, Equity Research, Investment Banking, Mergers & Acquisitions, Capital Markets, Alternative Investments, Financial Services, Research, Valuation, Asset Management, Corporate Finance, Corporate Development, Bloomberg, Investor Relations, Emerging Markets
Education
University of Oxford 1975 — 1978
MA, Politics, Philosophy & Economics
JD Moitra's Blaylock & Partners Experience April 2002 - June 2005
Job Strategic Planning at Kaiser Permanente
Industry Hospital & Health Care
Experience
Kaiser Permanente October 2009 - Present
E&J Gallo Winery June 2007 - October 2009
Deutsche Bank June 2006 - August 2006
Blaylock & Partners April 2002 - June 2005
Skills
Financial Modeling, Forecasting, Financial Analysis, Cross-functional Team..., Corporate Finance, Pricing Strategy, Pricing, Competitive Analysis, Valuation, Mergers & Acquisitions, Acquisition Integration, Business Strategy, Strategy, Analytics
Education
Northwestern University - Kellogg School of Management 2005 — 2007
MBA, Finance
Brown University 1995 — 2000
Bachelor of Science (B.S.) & Bachelor of Arts (B.A), Neuroscience & International Commerce
Kaiser Permanente October 2009 - Present
E&J Gallo Winery June 2007 - October 2009
Deutsche Bank June 2006 - August 2006
Blaylock & Partners April 2002 - June 2005
Skills
Financial Modeling, Forecasting, Financial Analysis, Cross-functional Team..., Corporate Finance, Pricing Strategy, Pricing, Competitive Analysis, Valuation, Mergers & Acquisitions, Acquisition Integration, Business Strategy, Strategy, Analytics
Education
Northwestern University - Kellogg School of Management 2005 — 2007
MBA, Finance
Brown University 1995 — 2000
Bachelor of Science (B.S.) & Bachelor of Arts (B.A), Neuroscience & International Commerce
Chimeme Taylor's Blaylock & Partners Experience September 1998 - February 2000
Job Executive Assistant to the President, Ogilvy & Mather Advertising, New York
Industry Executive Office
Experience
Ogilvy & Mather July 2012 - Present
Ogilvy & Mather December 2010 - July 2012
Ogilvy & Mather February 2005 - December 2010
Ogilvy & Mather February 2000 - February 2005
Blaylock & Partners September 1998 - February 2000
Brown & Wood LLP 1995 - 1998
Investment Company Institute 1993 - 1994
Pentagon 1990 - 1993
Skills
Management, Advertising, Executive Level..., Social Media, Event Planning, Account Coordination, Priority Management, Microsoft Office, Event Management, Account Management, Presentation Preparation, Collaboration Tools, Execution Skills, Keynote, Business Networking, Finance, Legal Documents, Project Management, Public Relations, Marketing Communications, Integrated Marketing, Creative Direction, Global Project..., Social Media Marketing, Online Advertising, Direct Marketing, Facebook, Social Networking, Email Marketing, Marketing, Digital Media, Online Marketing, CRM, Digital Marketing, Creative Strategy, Marketing Strategy, Training, Administrative..., Budgets, Internal Communications, Copywriting, Relationship Marketing, Direct Mail, Brand Management
Education
American Management Association, NY 2000 — 2002
Effective Presentation Skills for Technical Professionals
American Management Association, NY 2000 — 2002
Certificate, Assertiveness Training for Managers
American Management Association, NY 2000 — 2002
Certificate, Management Skills for Administrative Professionals
American Management Association, NY 2000 — 2002
Certificate, Project Management
American Management Association, NY 2000 — 2002
Certificate, Successful Meeting Planning
Barclay Career School
Paralegal, Paralegal Studies
Long Island University, Brooklyn Campus
Ogilvy & Mather July 2012 - Present
Ogilvy & Mather December 2010 - July 2012
Ogilvy & Mather February 2005 - December 2010
Ogilvy & Mather February 2000 - February 2005
Blaylock & Partners September 1998 - February 2000
Brown & Wood LLP 1995 - 1998
Investment Company Institute 1993 - 1994
Pentagon 1990 - 1993
Skills
Management, Advertising, Executive Level..., Social Media, Event Planning, Account Coordination, Priority Management, Microsoft Office, Event Management, Account Management, Presentation Preparation, Collaboration Tools, Execution Skills, Keynote, Business Networking, Finance, Legal Documents, Project Management, Public Relations, Marketing Communications, Integrated Marketing, Creative Direction, Global Project..., Social Media Marketing, Online Advertising, Direct Marketing, Facebook, Social Networking, Email Marketing, Marketing, Digital Media, Online Marketing, CRM, Digital Marketing, Creative Strategy, Marketing Strategy, Training, Administrative..., Budgets, Internal Communications, Copywriting, Relationship Marketing, Direct Mail, Brand Management
Education
American Management Association, NY 2000 — 2002
Effective Presentation Skills for Technical Professionals
American Management Association, NY 2000 — 2002
Certificate, Assertiveness Training for Managers
American Management Association, NY 2000 — 2002
Certificate, Management Skills for Administrative Professionals
American Management Association, NY 2000 — 2002
Certificate, Project Management
American Management Association, NY 2000 — 2002
Certificate, Successful Meeting Planning
Barclay Career School
Paralegal, Paralegal Studies
Long Island University, Brooklyn Campus
Brian Hirsch's Blaylock & Partners Experience May 1995 - June 1997
Job Chief Compliance Officer at Nationwide Funds Group
Industry Financial Services
Experience
Nationwide Funds Group January 2012 - Present
IFS Financial Services, Inc. February 2003 - January 2012
Puglisi & Co. January 2000 - June 2002
Palisade Capital Management June 1997 - December 1999
Blaylock & Partners May 1995 - June 1997
Contnental Asset Management May 1983 - June 1995
Skills
Asset Managment, Series 7, Mutual Funds, Series 24, Securities, AML, FINRA, Product Management, Investments, Series 6, Asset Management, Investment Management, Series 63, Investment Advisory, Insurance, Financial Services, Hedge Funds, Portfolio Management, Securities Regulation, Series 65, Anti Money Laundering
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA
American University, Washington College of Law 1978 — 1981
Doctor of Law (JD)
Rutgers, The State University of New Jersey-New Brunswick 1974 — 1978
Bachelor of Arts (B.A.), Political Science and Government
Nationwide Funds Group January 2012 - Present
IFS Financial Services, Inc. February 2003 - January 2012
Puglisi & Co. January 2000 - June 2002
Palisade Capital Management June 1997 - December 1999
Blaylock & Partners May 1995 - June 1997
Contnental Asset Management May 1983 - June 1995
Skills
Asset Managment, Series 7, Mutual Funds, Series 24, Securities, AML, FINRA, Product Management, Investments, Series 6, Asset Management, Investment Management, Series 63, Investment Advisory, Insurance, Financial Services, Hedge Funds, Portfolio Management, Securities Regulation, Series 65, Anti Money Laundering
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA
American University, Washington College of Law 1978 — 1981
Doctor of Law (JD)
Rutgers, The State University of New Jersey-New Brunswick 1974 — 1978
Bachelor of Arts (B.A.), Political Science and Government
April Alfarano's Blaylock & Partners Experience May 2002 - August 2004
Job Supervisory Analyst at Jefferies & Co.
Industry Financial Services
Experience
Jefferies & Co. October 2004 - Present
Blaylock & Partners May 2002 - August 2004
Banc of America Investments March 1998 - November 2000
Oppenheimer & Co. August 1996 - March 1998
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Finance
University of Pennsylvania 1985 — 1989
BA, English
Jefferies & Co. October 2004 - Present
Blaylock & Partners May 2002 - August 2004
Banc of America Investments March 1998 - November 2000
Oppenheimer & Co. August 1996 - March 1998
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Finance
University of Pennsylvania 1985 — 1989
BA, English
Levence Eutsay's Blaylock & Partners Experience 2003 - 2005
Job Managing Partner at Columbus Advisors Group
Industry Investment Management
Experience
Columbus Advisors Group August 2009 - Present
Columbia Management June 2006 - July 2009
Blaylock & Partners 2003 - 2005
Capital Advisors Group 2000 - 2003
Skills
Hedge Funds, Equities, Financial Services, Salesforce.com, Fixed Income, Trading, Series 7, Investments, Alternative Investments, Bloomberg, Series 63, Asset Management, Securities, Private Equity, Capital Markets, Bonds, Investment Management, Mergers & Acquisitions, Risk Management, Equity Trading, Structured Products, Fund Of Funds, Equity Research, Mutual Funds
Education
University of Massachusetts, Amherst 1996 — 1998
Economics, Finance
Denison University 1992 — 1994
Bachelor of Science, Economics
Lincoln Sudbury 1989 — 1992
Columbus Advisors Group August 2009 - Present
Columbia Management June 2006 - July 2009
Blaylock & Partners 2003 - 2005
Capital Advisors Group 2000 - 2003
Skills
Hedge Funds, Equities, Financial Services, Salesforce.com, Fixed Income, Trading, Series 7, Investments, Alternative Investments, Bloomberg, Series 63, Asset Management, Securities, Private Equity, Capital Markets, Bonds, Investment Management, Mergers & Acquisitions, Risk Management, Equity Trading, Structured Products, Fund Of Funds, Equity Research, Mutual Funds
Education
University of Massachusetts, Amherst 1996 — 1998
Economics, Finance
Denison University 1992 — 1994
Bachelor of Science, Economics
Lincoln Sudbury 1989 — 1992
James Tammaro's Blaylock & Partners Experience April 2003 - 2005
Job Partner at Tandem Global Partners
Industry Financial Services
Experience
Tandem Global Partners Managing Director/Global Head of Relationship Management, Financial Institutions and Hedge FundsHSBC SecuritiesFebruary 2005 - 2008
Blaylock & Partners April 2003 - 2005
Education
College of the Holy Cross
BA, Political Science & Economics
Tandem Global Partners Managing Director/Global Head of Relationship Management, Financial Institutions and Hedge FundsHSBC SecuritiesFebruary 2005 - 2008
Blaylock & Partners April 2003 - 2005
Education
College of the Holy Cross
BA, Political Science & Economics
Harry Fong's Blaylock & Partners Experience 2002 - 2004
Job Insurance Analyst at MKM PARTNERS
Industry Financial Services
Experience
MKM Partners March 2012 - Present
Ticonderoga Securities LLC 2011 - March 2012
Soleil Securities 2008 - 2011
Calyon Securities 2004 - 2008
Blaylock & Partners 2002 - 2004
Philo Smith & Co. 2001 - 2002
Deutsche Bank Securities 1994 - 2000
Conning & Company 1984 - 1994
Skills
Equity Research, Valuation, Investments, Financial Modeling, Equities, Financial Analysis, Portfolio Management, Hedge Funds, Series 7, Bloomberg, Asset Management, Capital Markets, Equity Valuation, Securities, Trading, Fixed Income, Investment Banking, Insurance, Financial Markets, Series 63, Alternative Investments, Investment Strategies, Financial Services, Trading Systems, Series 24, FINRA, Equity Trading, Derivatives, Mutual Funds, Emerging Markets, Options, Electronic Trading, Bonds, ETFs, Financial Risk, Investment Management, Risk Management, Private Equity, Hedging, Institutional..., Corporate Finance, Proprietary Trading, Commodity, Structured Products, Bloomberg Terminal, Equity Capital Markets, Economics, Investor Relations, Asset Allocation
Education
Case Western Reserve University - Weatherhead School of Management 1974 — 1978
Master of Business Administration (MBA), Finance, General
Cleveland State University 1968 — 1973
Bachelor of Business Administration (BBA), Business Economics
MKM Partners March 2012 - Present
Ticonderoga Securities LLC 2011 - March 2012
Soleil Securities 2008 - 2011
Calyon Securities 2004 - 2008
Blaylock & Partners 2002 - 2004
Philo Smith & Co. 2001 - 2002
Deutsche Bank Securities 1994 - 2000
Conning & Company 1984 - 1994
Skills
Equity Research, Valuation, Investments, Financial Modeling, Equities, Financial Analysis, Portfolio Management, Hedge Funds, Series 7, Bloomberg, Asset Management, Capital Markets, Equity Valuation, Securities, Trading, Fixed Income, Investment Banking, Insurance, Financial Markets, Series 63, Alternative Investments, Investment Strategies, Financial Services, Trading Systems, Series 24, FINRA, Equity Trading, Derivatives, Mutual Funds, Emerging Markets, Options, Electronic Trading, Bonds, ETFs, Financial Risk, Investment Management, Risk Management, Private Equity, Hedging, Institutional..., Corporate Finance, Proprietary Trading, Commodity, Structured Products, Bloomberg Terminal, Equity Capital Markets, Economics, Investor Relations, Asset Allocation
Education
Case Western Reserve University - Weatherhead School of Management 1974 — 1978
Master of Business Administration (MBA), Finance, General
Cleveland State University 1968 — 1973
Bachelor of Business Administration (BBA), Business Economics
Alicia Francis's Blaylock & Partners Experience September 2003 - July 2006
Job VP, Signature Events & Knowledge Manager at Weber Shandwick
Industry Public Relations and Communications
Experience
Weber Shandwick March 2007 - Present
Blaylock & Partners September 2003 - July 2006
Skills
French, Event Management, Event Planning, Management, Media Relations
Education
State University of New York College at Oneonta 1999 — 2002
BA, International Relations
Weber Shandwick March 2007 - Present
Blaylock & Partners September 2003 - July 2006
Skills
French, Event Management, Event Planning, Management, Media Relations
Education
State University of New York College at Oneonta 1999 — 2002
BA, International Relations
Lasan Johong's Blaylock & Partners Experience April 2002 - August 2003
Job Founder and CEO at Auvila Research Consulting
Industry Investment Management
Experience
Auvila Research Consulting December 2013 - Present
RBC Capital Markets October 2004 - March 2011
Blaylock & Partners April 2002 - August 2003
Bear Stearns & Co. September 2000 - October 2001
Bear, Stearns & Co. July 1998 - August 2000
Skills
Financial Modeling, Market Research, Hedge Funds, Valuation, Energy, Equity Research, Capital Markets, Financial Forecasting, Equity Valuation, DCF Valuation, Enterprise Valuation, Investment Valuation, Company Valuation, Cash Flow Forecasting, Stock Picking, Estimates, Equity Capital Markets, Capital Markets Analysis, Creative Financing, Structured Commodity..., Structured Finance, Private Equity, Risk Management, Financial Risk..., Commodity Risk..., Risk Assessment, Operational Risk..., Financial Transactions, Transaction Management, Securities Offerings, Securities Market, Commodity Markets, Commodity Pricing, Renewable Energy, Solar Energy, Energy Policy, Renewable Energy Policy, Renewable Energy Markets, Oil & Gas Industry, Offshore Oil & Gas, Oil Analysis, Oil & Gas Exploration, Natural Gas, Gas Turbines, Gas Processing, Energy Transmission, Power Utilities, Electric Power, Electric Transmission, Coal
Education
Columbia Business School 1991 — 1992
MBA, Finance
Auvila Research Consulting December 2013 - Present
RBC Capital Markets October 2004 - March 2011
Blaylock & Partners April 2002 - August 2003
Bear Stearns & Co. September 2000 - October 2001
Bear, Stearns & Co. July 1998 - August 2000
Skills
Financial Modeling, Market Research, Hedge Funds, Valuation, Energy, Equity Research, Capital Markets, Financial Forecasting, Equity Valuation, DCF Valuation, Enterprise Valuation, Investment Valuation, Company Valuation, Cash Flow Forecasting, Stock Picking, Estimates, Equity Capital Markets, Capital Markets Analysis, Creative Financing, Structured Commodity..., Structured Finance, Private Equity, Risk Management, Financial Risk..., Commodity Risk..., Risk Assessment, Operational Risk..., Financial Transactions, Transaction Management, Securities Offerings, Securities Market, Commodity Markets, Commodity Pricing, Renewable Energy, Solar Energy, Energy Policy, Renewable Energy Policy, Renewable Energy Markets, Oil & Gas Industry, Offshore Oil & Gas, Oil Analysis, Oil & Gas Exploration, Natural Gas, Gas Turbines, Gas Processing, Energy Transmission, Power Utilities, Electric Power, Electric Transmission, Coal
Education
Columbia Business School 1991 — 1992
MBA, Finance
Alexis Thomas's Blaylock & Partners Experience 1997 - 2002
Job Principal at The Williams Capital Group, L.P
Industry Banking
Experience
The Williams Capital Group, L.P 2002 - Present
Blaylock & Partners 1997 - 2002
WR Lazard, Laidlaw & Luther, Inc 1994 - 1997
Skills
Registered...
Education
Columbia Business School
MBA, Business
Morgan State University
BS, Urban Planning
University of Pennsylvania
Master, City Planning
The Williams Capital Group, L.P 2002 - Present
Blaylock & Partners 1997 - 2002
WR Lazard, Laidlaw & Luther, Inc 1994 - 1997
Skills
Registered...
Education
Columbia Business School
MBA, Business
Morgan State University
BS, Urban Planning
University of Pennsylvania
Master, City Planning
Craig Woolridge's Blaylock & Partners Experience 1998 - 2000
Job Director of Marketing and Client Relations at LibertyView Capital Management
Industry Financial Services
Experience
LibertyView Capital Management March 2012 - Present
BNP Paribas 2006 - 2011
Morgan Stanley Wealth Management 2000 - 2004
Blaylock & Partners 1998 - 2000
Cantor Fitzgerald 1991 - 1998
TD 1987 - 1991
Chase 1985 - 1987
Skills
Hedge Funds, Alternative Investments, Asset Management, Investments, Fixed Income, Equities, Capital Markets, Bloomberg, Portfolio Management, Derivatives, Trading, Investment Banking, Series 7, Private Equity, Financial Services, Asset Managment, Entrepreneurship, Mergers & Acquisitions, Investment Management, Emerging Markets, Options, Structured Products, Credit
Education
Morehouse College 1980 — 1985
BA, Marketing and Finance
Berkeley High School
LibertyView Capital Management March 2012 - Present
BNP Paribas 2006 - 2011
Morgan Stanley Wealth Management 2000 - 2004
Blaylock & Partners 1998 - 2000
Cantor Fitzgerald 1991 - 1998
TD 1987 - 1991
Chase 1985 - 1987
Skills
Hedge Funds, Alternative Investments, Asset Management, Investments, Fixed Income, Equities, Capital Markets, Bloomberg, Portfolio Management, Derivatives, Trading, Investment Banking, Series 7, Private Equity, Financial Services, Asset Managment, Entrepreneurship, Mergers & Acquisitions, Investment Management, Emerging Markets, Options, Structured Products, Credit
Education
Morehouse College 1980 — 1985
BA, Marketing and Finance
Berkeley High School