Brean Capital, LLC
Industry: Company
DescriptionFounded: 1973 Parent organization: Bmur Investment Holding Subsidiaries: BMI Capital LLC, Brean Capital, LLC, Research DivisionFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportBrean Capital, LLCWebsiteDirections Saved (0) Saved Save Finance broker in New York City, New York Address: 3 Times Square - 14th Floor, New York, NY 10036 Phone: (212) 702-6500: : Hours: Category: Website: Place name: : : : : Website: http://www.breancapital.com/ Category: Finance broker Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Brean Capital, LLC Posting publicly on the Web Write a review Reviews Be the first to review
Brean Capital, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Brean Capital, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Brean Capital, LLC Employees
Employee
Years
Job
Industry
Tianyan Zhu Tianyan Zhu's Brean Capital, LLC Experience 2011 - 2012
Job Vice President Equity Research at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald 2013 - Present
Topeka Capital Markets, Inc 2012 - 2013
Brean Capital, LLC 2011 - 2012
IBM June 2010 - August 2010
Oracle January 2005 - December 2008
Skills
Financial Modeling, Valuation, Big Data, Cloud Computing, Equity Research, Emerging Markets, Market Analysis, Project Management, Strategic Planning, Market Research, Analysis
Education
Fordham University - Graduate School of Business Administration 2009 — 2011
MS
Chinese Academy of Sciences 2000 — 2003
MS
Cantor Fitzgerald 2013 - Present
Topeka Capital Markets, Inc 2012 - 2013
Brean Capital, LLC 2011 - 2012
IBM June 2010 - August 2010
Oracle January 2005 - December 2008
Skills
Financial Modeling, Valuation, Big Data, Cloud Computing, Equity Research, Emerging Markets, Market Analysis, Project Management, Strategic Planning, Market Research, Analysis
Education
Fordham University - Graduate School of Business Administration 2009 — 2011
MS
Chinese Academy of Sciences 2000 — 2003
MS
Tom Pomrink Tom Pomrink's Brean Capital, LLC Experience August 2012 - January 2015
Job CoHead: Structured Products Group at Brownstone Investment Group
Industry Capital Markets
Experience
Brownstone Investment Group April 2015 - Present
Brean Capital, LLC August 2012 - January 2015
Broadpoint Gleacher April 2009 - May 2012
Descap Securities June 2005 - May 2009
Descap Securities June 2003 - June 2005
Skills
Series 7, Series 63, Bloomberg, Capital Markets, Trading, Equities, Hedge Funds, Fixed Income, Residential Mortgages, Equity Research, Valuation, Portfolio Management, Bonds, Asset Management, Investment Banking, Risk Management, Options, Emerging Markets, Securities, Financial Markets, Alternative Investments, Structured Products, Mutual Funds, Financial Analysis, Private Equity, Derivatives
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA, Business
Fairfield University 1999 — 2003
Bachelor of Applied Science (B.A.Sc.), Marketing
Brownstone Investment Group April 2015 - Present
Brean Capital, LLC August 2012 - January 2015
Broadpoint Gleacher April 2009 - May 2012
Descap Securities June 2005 - May 2009
Descap Securities June 2003 - June 2005
Skills
Series 7, Series 63, Bloomberg, Capital Markets, Trading, Equities, Hedge Funds, Fixed Income, Residential Mortgages, Equity Research, Valuation, Portfolio Management, Bonds, Asset Management, Investment Banking, Risk Management, Options, Emerging Markets, Securities, Financial Markets, Alternative Investments, Structured Products, Mutual Funds, Financial Analysis, Private Equity, Derivatives
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA, Business
Fairfield University 1999 — 2003
Bachelor of Applied Science (B.A.Sc.), Marketing
Gina Tirelli's Brean Capital, LLC Experience January 2008 - December 2008
Job Director of Operations at Vandewater Capital Holdings
Industry Capital Markets
Experience
Vandewater Capital Holdings March 2015 - Present
AltAir Fuels March 2015 - Present
Vandewater Media January 2014 - February 2015
Jesta Group / Jesta Digital November 2010 - August 2013
Coach January 2010 - October 2010
Maxim Magazine July 2009 - December 2009
W Magazine January 2009 - June 2009
Brean Capital, LLC January 2008 - December 2008
Education
Manhattanville College 2005 — 2009
Bachelor's Degree, Business Administration; Communications with Honors
New York University - Deutsches Haus 2013 — 2013
German Language and Literature
Vandewater Capital Holdings March 2015 - Present
AltAir Fuels March 2015 - Present
Vandewater Media January 2014 - February 2015
Jesta Group / Jesta Digital November 2010 - August 2013
Coach January 2010 - October 2010
Maxim Magazine July 2009 - December 2009
W Magazine January 2009 - June 2009
Brean Capital, LLC January 2008 - December 2008
Education
Manhattanville College 2005 — 2009
Bachelor's Degree, Business Administration; Communications with Honors
New York University - Deutsches Haus 2013 — 2013
German Language and Literature
Christian Tremblay Christian Tremblay's Brean Capital, LLC Experience June 2013 - August 2013
Job Net Lease Investment Sales Associate at MidAmerica Real Estate Group
Industry Financial Services
Experience
Mid-America Real Estate Group September 2014 - Present
Mid-America Real Estate Group June 2014 - September 2014
Brean Capital, LLC June 2013 - August 2013
Eagle Rock Self Storage May 2011 - August 2011
Skills
Microsoft Excel, Bloomberg Terminal, Social Media, PowerPoint, Financial Analysis, Oracle, SQL, Equity Research, Technical Analysis, Marketing Strategy, Access, Sales, Financial Modeling, Bloomberg, Microsoft Word
Education
Miami University 2010 — 2014
Bachelor's Degree, Finance Major and Information Systems Minor
Mid-America Real Estate Group September 2014 - Present
Mid-America Real Estate Group June 2014 - September 2014
Brean Capital, LLC June 2013 - August 2013
Eagle Rock Self Storage May 2011 - August 2011
Skills
Microsoft Excel, Bloomberg Terminal, Social Media, PowerPoint, Financial Analysis, Oracle, SQL, Equity Research, Technical Analysis, Marketing Strategy, Access, Sales, Financial Modeling, Bloomberg, Microsoft Word
Education
Miami University 2010 — 2014
Bachelor's Degree, Finance Major and Information Systems Minor
Toby Prosky Toby Prosky's Brean Capital, LLC Experience December 2007 - September 2010
Job Director of Business Development at Coastline Wealth Management
Industry Financial Services
Experience
Coastline Wealth Management November 2014 - Present
Orchid Spike April 2012 - Present
Willauer Prosky Willauer Asset Management April 2012 - September 2014
The Founders Fund April 2011 - March 2012
Maxim Group September 2010 - April 2011
Brean Capital, LLC December 2007 - September 2010
Skills
Venture Capital, Alternative Investments, Valuation, Hedge Funds, Emerging Markets, Equities, Private Equity, Investments, Series 7, Start-ups, Equity Research, Securities, Fund Of Funds, Fixed Income, Executive Management, Mergers & Acquisitions, Investor Relations, Capital, Private Placements, Strategic Financial..., Capital Markets, Investment Management, Trading, Corporate Finance, Portfolio Management, Corporate Development, IPO, Investment Banking, Entrepreneurship, Wealth Management, Series 63, Analytics, Financial Modeling, Financial Analysis, Bloomberg, Financial Markets, Investment Advisory, Asset Management, Leveraged Finance, Investment Strategies, Mutual Funds, Due Diligence, Equity Valuation, Asset Allocation, Corporate Governance, Funding, Financial Risk, Financial Advisory, Equity Trading, Financial Planning
Education
Thunderbird School of Global Management 2006 — 2007
MBA, Emerging Markets Finance
University of Leuven 1999 — 2001
MA, Philosophy
University of North Carolina at Asheville 1995 — 1999
BA, Philosophy
Coastline Wealth Management November 2014 - Present
Orchid Spike April 2012 - Present
Willauer Prosky Willauer Asset Management April 2012 - September 2014
The Founders Fund April 2011 - March 2012
Maxim Group September 2010 - April 2011
Brean Capital, LLC December 2007 - September 2010
Skills
Venture Capital, Alternative Investments, Valuation, Hedge Funds, Emerging Markets, Equities, Private Equity, Investments, Series 7, Start-ups, Equity Research, Securities, Fund Of Funds, Fixed Income, Executive Management, Mergers & Acquisitions, Investor Relations, Capital, Private Placements, Strategic Financial..., Capital Markets, Investment Management, Trading, Corporate Finance, Portfolio Management, Corporate Development, IPO, Investment Banking, Entrepreneurship, Wealth Management, Series 63, Analytics, Financial Modeling, Financial Analysis, Bloomberg, Financial Markets, Investment Advisory, Asset Management, Leveraged Finance, Investment Strategies, Mutual Funds, Due Diligence, Equity Valuation, Asset Allocation, Corporate Governance, Funding, Financial Risk, Financial Advisory, Equity Trading, Financial Planning
Education
Thunderbird School of Global Management 2006 — 2007
MBA, Emerging Markets Finance
University of Leuven 1999 — 2001
MA, Philosophy
University of North Carolina at Asheville 1995 — 1999
BA, Philosophy
Jason Breaker, CFA Jason Breaker, CFA's Brean Capital, LLC Experience August 2006 - January 2015
Job Institutional Equity Sales at Brean Murray, Carret
Industry Financial Services
Experience
Brean Capital, LLC August 2006 - January 2015
WR Hambrecht + Co November 2005 - August 2006
A.G. Edwards July 1999 - February 2005
Merrill Lynch July 1995 - July 1999
Skills
Investments, Hedge Funds, Mutual Funds, Marketing, Equities, Banking, Equity Research, Portfolio Management, Valuation, Financial Modeling, Series 7, Asset Management, Capital Markets
Education
Colorado College 1995 — 1995
BA, Philosophy and German Literature
Georg-August-Universität Göttingen 1992 — 1993
Philosophy
Brean Capital, LLC August 2006 - January 2015
WR Hambrecht + Co November 2005 - August 2006
A.G. Edwards July 1999 - February 2005
Merrill Lynch July 1995 - July 1999
Skills
Investments, Hedge Funds, Mutual Funds, Marketing, Equities, Banking, Equity Research, Portfolio Management, Valuation, Financial Modeling, Series 7, Asset Management, Capital Markets
Education
Colorado College 1995 — 1995
BA, Philosophy and German Literature
Georg-August-Universität Göttingen 1992 — 1993
Philosophy
M. Trent Neuer M. Trent Neuer's Brean Capital, LLC Experience October 2010 - January 2015
Job
Industry Capital Markets
Experience
D.A. Davidson Companies May 2015 - Present
Brean Capital, LLC October 2010 - January 2015
Natixis 2000 - 2010
Oppenheimer & Co. Inc. December 1998 - December 2000
Skills
Investment Banking, Bloomberg, Trading, Valuation, Emerging Markets, Financial Modeling, Options, Portfolio Management, Derivatives, Private Equity, Securities, Corporate Finance, Financial Markets, Venture Capital, Fixed Income, Series 63, Wine Tasting, Equity Valuation, Asset Managment, Investor Relations, Series 7, Fine Art, Capital Markets, Hedge Funds, Equities, Investments, Equity Research, Alternative Investments, Asset Management
Education
University of Toronto - Rotman School of Management 1995 — 1998
MBA
Concordia University 1985 — 1992
Bachelor of Arts (BA)
Hebrew Academy of Montreal 1980 — 1984
High School
D.A. Davidson Companies May 2015 - Present
Brean Capital, LLC October 2010 - January 2015
Natixis 2000 - 2010
Oppenheimer & Co. Inc. December 1998 - December 2000
Skills
Investment Banking, Bloomberg, Trading, Valuation, Emerging Markets, Financial Modeling, Options, Portfolio Management, Derivatives, Private Equity, Securities, Corporate Finance, Financial Markets, Venture Capital, Fixed Income, Series 63, Wine Tasting, Equity Valuation, Asset Managment, Investor Relations, Series 7, Fine Art, Capital Markets, Hedge Funds, Equities, Investments, Equity Research, Alternative Investments, Asset Management
Education
University of Toronto - Rotman School of Management 1995 — 1998
MBA
Concordia University 1985 — 1992
Bachelor of Arts (BA)
Hebrew Academy of Montreal 1980 — 1984
High School
John Caladim John Caladim's Brean Capital, LLC Experience March 2013 - June 2014
Job Vice President of Finance at Travis Credit Union
Industry Banking
Experience
Travis Credit Union November 2014 - Present
Brean Capital, LLC March 2013 - June 2014
First Empire Securities, Inc. April 2010 - March 2013
CU Investment Solutions LLC January 2008 - March 2010
The Greco Group Inc. July 2001 - January 2008
Empire Corporate Federal Credit Union January 1993 - July 2001
Skills
Fixed Income, Capital Markets, Portfolio Management, Investments, Bonds, Securities, Series 7, Investment Advisory, Finance, ALM, Bloomberg, Trading, Financial Analysis, Financial Markets, Asset Managment, Financial Services, Buy-side, Institutional..., Sell Side, Financial Institutions, Marketing Communications, New Business Development, Relationship Management, Investment Strategies, Interest Rate..., Strategy, Asset Management, Corporate Finance, Banking, ABS, Funding, Structured Products, Interest Rate Risk..., Series 63, Treasury, Risk Management, Money Market, Investment Management, Strategic Financial..., Credit Unions
Education
Clarkson University
BS
Travis Credit Union November 2014 - Present
Brean Capital, LLC March 2013 - June 2014
First Empire Securities, Inc. April 2010 - March 2013
CU Investment Solutions LLC January 2008 - March 2010
The Greco Group Inc. July 2001 - January 2008
Empire Corporate Federal Credit Union January 1993 - July 2001
Skills
Fixed Income, Capital Markets, Portfolio Management, Investments, Bonds, Securities, Series 7, Investment Advisory, Finance, ALM, Bloomberg, Trading, Financial Analysis, Financial Markets, Asset Managment, Financial Services, Buy-side, Institutional..., Sell Side, Financial Institutions, Marketing Communications, New Business Development, Relationship Management, Investment Strategies, Interest Rate..., Strategy, Asset Management, Corporate Finance, Banking, ABS, Funding, Structured Products, Interest Rate Risk..., Series 63, Treasury, Risk Management, Money Market, Investment Management, Strategic Financial..., Credit Unions
Education
Clarkson University
BS
David Abrams's Brean Capital, LLC Experience April 2015 - Present
Job Managing Director at Brean Capital, LLC
Industry Financial Services
Experience
Brean Capital, LLC April 2015 - Present
Gateway Partners September 2014 - April 2015
CRT Capital Group November 2010 - April 2014
Sandler O'Neill March 2009 - November 2010
JPMorgan Chase July 2003 - March 2009
JPMorgan Chase April 2001 - June 2003
JPMorgan Chase March 1999 - March 2001
Donaldson, Lufkin & Jenrette March 1996 - March 1999
Merrill Lynch July 1985 - March 1996
marine midland bank June 1984 - July 1985
Skills
Fixed Income, Structured Products, Options, Interest Rate..., Portfolio Management, Hedge Funds, Technical Analysis, Bonds, Capital Markets, Derivatives, Trading, Investments, Sales, Series 7, Securities, Series 63, MBS, Rates, Financial Markets, ABS, Hedging, Swaps, Series 24, Bloomberg, Bloomberg Terminal, Interest Rate Swaps
Education
University of Rochester 1980 — 1984
BA, Economics
Brean Capital, LLC April 2015 - Present
Gateway Partners September 2014 - April 2015
CRT Capital Group November 2010 - April 2014
Sandler O'Neill March 2009 - November 2010
JPMorgan Chase July 2003 - March 2009
JPMorgan Chase April 2001 - June 2003
JPMorgan Chase March 1999 - March 2001
Donaldson, Lufkin & Jenrette March 1996 - March 1999
Merrill Lynch July 1985 - March 1996
marine midland bank June 1984 - July 1985
Skills
Fixed Income, Structured Products, Options, Interest Rate..., Portfolio Management, Hedge Funds, Technical Analysis, Bonds, Capital Markets, Derivatives, Trading, Investments, Sales, Series 7, Securities, Series 63, MBS, Rates, Financial Markets, ABS, Hedging, Swaps, Series 24, Bloomberg, Bloomberg Terminal, Interest Rate Swaps
Education
University of Rochester 1980 — 1984
BA, Economics
Kevin Conlon-Riser Kevin Conlon-Riser's Brean Capital, LLC Experience May 2014 - June 2014
Job Accounting Major Rider University
Industry Financial Services
Experience
The Janssen Pharmaceutical Companies of Johnson & Johnson June 2015 - Present
Rider University January 2014 - Present
Brean Capital, LLC May 2014 - June 2014
Rider University October 2013 - March 2014
Camp Cayuga June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Accounting, Data Entry, Time Management
Education
Rider University 2012 — 2016
The Janssen Pharmaceutical Companies of Johnson & Johnson June 2015 - Present
Rider University January 2014 - Present
Brean Capital, LLC May 2014 - June 2014
Rider University October 2013 - March 2014
Camp Cayuga June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Accounting, Data Entry, Time Management
Education
Rider University 2012 — 2016
Buck Burns Buck Burns's Brean Capital, LLC Experience October 2014 - September 2015
Job Institutional Fixed Income Sales
Industry Financial Services
Experience
Brean Capital, LLC October 2014 - September 2015
Duncan-Williams, Inc. April 2014 - October 2014
Sterne Agee September 2010 - April 2014
Vining Sparks, IBG August 2006 - August 2010
First Tennessee Capital Markets September 2003 - August 2006
Stewart Enterprises Ltd March 2000 - September 2003
Britton and Koontz, FNB May 1998 - March 2000
Skills
Portfolio Management, Series 7, Capital Markets, Fixed Income, Bloomberg, Banking, Securities, Bonds, Asset Management, Business Intelligence, Derivatives, Hedge Funds, Series 63, Trading, Structured Products, Equities
Education
Delta State University 1994 — 1997
Bachelors, Business Management
Brean Capital, LLC October 2014 - September 2015
Duncan-Williams, Inc. April 2014 - October 2014
Sterne Agee September 2010 - April 2014
Vining Sparks, IBG August 2006 - August 2010
First Tennessee Capital Markets September 2003 - August 2006
Stewart Enterprises Ltd March 2000 - September 2003
Britton and Koontz, FNB May 1998 - March 2000
Skills
Portfolio Management, Series 7, Capital Markets, Fixed Income, Bloomberg, Banking, Securities, Bonds, Asset Management, Business Intelligence, Derivatives, Hedge Funds, Series 63, Trading, Structured Products, Equities
Education
Delta State University 1994 — 1997
Bachelors, Business Management
George MacDonald III's Brean Capital, LLC Experience October 2013 - Present
Job AVP of Middle Office Operations at Brean Capital, LLC
Industry Financial Services
Experience
Brean Capital, LLC October 2013 - Present
Brean Murray, Carret & Co. May 2012 - August 2012
Gleacher & Company May 2011 - August 2011
Gleacher and company May 2010 - August 2010
Skills
Valuation, Fixed Income, Bonds, Financial Markets, Investments, Economics, Problem Solving, Bloomberg Terminal, Omgeo Oasys, Bloomberg, Trading, MBS, Settlement, ABS, Treasury, Management, Series 7, Series 63, CMBS, Securities, Equities, trade support
Education
University of South Carolina - Darla Moore School of Business 2008 — 2012
Bachelor’s Degree, Corporate Finance, Risk Management Double major
2015 Level I Candidate in the CFA Program
Brean Capital, LLC October 2013 - Present
Brean Murray, Carret & Co. May 2012 - August 2012
Gleacher & Company May 2011 - August 2011
Gleacher and company May 2010 - August 2010
Skills
Valuation, Fixed Income, Bonds, Financial Markets, Investments, Economics, Problem Solving, Bloomberg Terminal, Omgeo Oasys, Bloomberg, Trading, MBS, Settlement, ABS, Treasury, Management, Series 7, Series 63, CMBS, Securities, Equities, trade support
Education
University of South Carolina - Darla Moore School of Business 2008 — 2012
Bachelor’s Degree, Corporate Finance, Risk Management Double major
2015 Level I Candidate in the CFA Program
Adam (Yufan) Cai Adam (Yufan) Cai's Brean Capital, LLC Experience December 2014 - February 2015
Job Desk Quantitative Developer at Société Générale
Industry Financial Services
Experience
Société Générale May 2015 - Present
Brean Capital, LLC December 2014 - February 2015
Moody's Analytics June 2014 - August 2014
Condor Alpha Asset Management November 2013 - April 2014
Google December 2012 - April 2013
Gopher Scope Manufactuaring April 2012 - June 2012
Skills
Matlab, C++, Microsoft Excel, Mathematica, VBA, Modeling, Simulations, R, Python, Java, SQL, Quantitative Finance, Applied Mathematics, Data Analysis, Statistics, Monte Carlo Simulation, Mathematical Modeling
Education
Columbia University in the City of New York 2013 — 2014
Master’s Degree, Financial Engineering
University of Michigan 2011 — 2013
Bachelor of Science (BS), Mathematics
University of Tulsa 2010 — 2011
Petroleum Engineering
RDFZ
Société Générale May 2015 - Present
Brean Capital, LLC December 2014 - February 2015
Moody's Analytics June 2014 - August 2014
Condor Alpha Asset Management November 2013 - April 2014
Google December 2012 - April 2013
Gopher Scope Manufactuaring April 2012 - June 2012
Skills
Matlab, C++, Microsoft Excel, Mathematica, VBA, Modeling, Simulations, R, Python, Java, SQL, Quantitative Finance, Applied Mathematics, Data Analysis, Statistics, Monte Carlo Simulation, Mathematical Modeling
Education
Columbia University in the City of New York 2013 — 2014
Master’s Degree, Financial Engineering
University of Michigan 2011 — 2013
Bachelor of Science (BS), Mathematics
University of Tulsa 2010 — 2011
Petroleum Engineering
RDFZ
Alan Kotaev Alan Kotaev's Brean Capital, LLC Experience July 2006 - Present
Job at TPK Advisors LLC
Industry Financial Services
Experience
TPK Advisors LLC January 2010 - Present
Brean Capital, LLC July 2006 - Present
Skills
Hedge Funds, Securities, Valuation, Investments, Equities, Capital Markets, Series 63, Alternative Investments, Series 7, Equity Research, Financial Modeling, Asset Management, Private Equity, Investment Banking, Bloomberg
Education
New York University 2005 — 2007
MA, Education
New Jersey City University 1999 — 2005
BA, History
TPK Advisors LLC January 2010 - Present
Brean Capital, LLC July 2006 - Present
Skills
Hedge Funds, Securities, Valuation, Investments, Equities, Capital Markets, Series 63, Alternative Investments, Series 7, Equity Research, Financial Modeling, Asset Management, Private Equity, Investment Banking, Bloomberg
Education
New York University 2005 — 2007
MA, Education
New Jersey City University 1999 — 2005
BA, History
Rakshith Tumkur Nagabhushana Rakshith Tumkur Nagabhushana's Brean Capital, LLC Experience February 2015 - May 2015
Job Computer Science Graduate Student at New York University Polytechnic School of Engineering
Industry Computer Software
Experience
Brean Capital, LLC February 2015 - May 2015
Tata Consultancy Services February 2010 - August 2013
Skills
Oracle, C, C++, SQL, PL/SQL, Unix Shell Scripting, HTML, PHP, MySQL, Java, JavaScript, C#, Microsoft SQL Server, Python, Unix, Programming, Databases, Shell Scripting, Software Development, Eclipse
Education
New York University 2013 — 2015
Master's Degree, Computer Science
Siddaganga Institute of Technology 2005 — 2009
Bachelor of Engineering (BEng), Electronics and Communications Engineering
Brean Capital, LLC February 2015 - May 2015
Tata Consultancy Services February 2010 - August 2013
Skills
Oracle, C, C++, SQL, PL/SQL, Unix Shell Scripting, HTML, PHP, MySQL, Java, JavaScript, C#, Microsoft SQL Server, Python, Unix, Programming, Databases, Shell Scripting, Software Development, Eclipse
Education
New York University 2013 — 2015
Master's Degree, Computer Science
Siddaganga Institute of Technology 2005 — 2009
Bachelor of Engineering (BEng), Electronics and Communications Engineering
Antonio Blasetti Antonio Blasetti's Brean Capital, LLC Experience August 2012 - Present
Job ABS/MBS Sales/Trading at Brean Capital, LLC
Industry Financial Services
Experience
Brean Capital, LLC August 2012 - Present
Gleacher Partners July 2010 - August 2012
Education
Quinnipiac University 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
John Cabot University in Rome 2009 — 2009
International Finance & International Economics
Brean Capital, LLC August 2012 - Present
Gleacher Partners July 2010 - August 2012
Education
Quinnipiac University 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
John Cabot University in Rome 2009 — 2009
International Finance & International Economics
Anna Margulis Anna Margulis's Brean Capital, LLC Experience 2010 - Present
Job Equity Sales at Brean Capital, LLC
Industry Financial Services
Experience
Brean Capital, LLC 2010 - Present
Natixis 2006 - 2010
Deutsche Bank 2002 - 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Valuation, Financial Modeling
Education
Columbia University - Columbia Business School 2001 — 2003
Master of Business Administration (MBA)
Fashion Institute of Technology 1992 — 1996
Bachelor of Arts (B.A.), Fashion Management
Brean Capital, LLC 2010 - Present
Natixis 2006 - 2010
Deutsche Bank 2002 - 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Valuation, Financial Modeling
Education
Columbia University - Columbia Business School 2001 — 2003
Master of Business Administration (MBA)
Fashion Institute of Technology 1992 — 1996
Bachelor of Arts (B.A.), Fashion Management
Michael Kiernan Michael Kiernan's Brean Capital, LLC Experience March 2013 - December 2014
Job Managing Director at EJ Lance Executive Search
Industry Research
Experience
EJ Lance May 2015 - Present
CFA Society of Stamford June 2014 - Present
Brean Capital, LLC March 2013 - December 2014
Canaccord Genuity Inc. July 2011 - March 2012
Lazard Capital Markets June 2008 - June 2011
Bear Stearns July 2004 - June 2008
Alecta Investment Management June 1997 - October 2003
UBS Global Asset Management December 1987 - February 1997
Skills
Series 7, Series 24, Series 63, Series 87, Wine Tasting, FINRA, Asset Management, Alternative Investments, Asset Allocation, Capital Markets, Derivatives, Due Diligence, Electronic Trading, Equities, Equity Research, Hedge Funds, Investment Strategies, Investments, Valuation, Strategy, Portfolio Management, Trading, Financial Modeling, Fixed Income, Mergers & Acquisitions, Investment Banking, Private Equity
Education
Fordham University - Graduate School of Business Administration 1989 — 1993
MBA, Finance
Rutgers University-New Brunswick 1982 — 1986
BA, Economics
Madison Central High School
EJ Lance May 2015 - Present
CFA Society of Stamford June 2014 - Present
Brean Capital, LLC March 2013 - December 2014
Canaccord Genuity Inc. July 2011 - March 2012
Lazard Capital Markets June 2008 - June 2011
Bear Stearns July 2004 - June 2008
Alecta Investment Management June 1997 - October 2003
UBS Global Asset Management December 1987 - February 1997
Skills
Series 7, Series 24, Series 63, Series 87, Wine Tasting, FINRA, Asset Management, Alternative Investments, Asset Allocation, Capital Markets, Derivatives, Due Diligence, Electronic Trading, Equities, Equity Research, Hedge Funds, Investment Strategies, Investments, Valuation, Strategy, Portfolio Management, Trading, Financial Modeling, Fixed Income, Mergers & Acquisitions, Investment Banking, Private Equity
Education
Fordham University - Graduate School of Business Administration 1989 — 1993
MBA, Finance
Rutgers University-New Brunswick 1982 — 1986
BA, Economics
Madison Central High School
Ed McNasby's Brean Capital, LLC Experience July 2013 - Present
Job MBS / ABS Sales at Brean Capital, LLC
Industry Financial Services
Experience
Brean Capital, LLC July 2013 - Present
R. Seelaus & Co., Inc. January 2013 - June 2013
US Navy June 2009 - May 2012
Hilliard Farber & Co January 2007 - June 2009
Sentinel Real Estate Corporation June 2006 - January 2007
Holliday Fenoglio Fowler (HFF) August 2005 - May 2006
The Blackstone Group July 2004 - August 2005
Skills
Bloomberg Terminal, Microsoft Office, JD Edwards, Reuters, Argus
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (MBA)
Fairfield University 1999 — 2003
BS, Accounting
Brean Capital, LLC July 2013 - Present
R. Seelaus & Co., Inc. January 2013 - June 2013
US Navy June 2009 - May 2012
Hilliard Farber & Co January 2007 - June 2009
Sentinel Real Estate Corporation June 2006 - January 2007
Holliday Fenoglio Fowler (HFF) August 2005 - May 2006
The Blackstone Group July 2004 - August 2005
Skills
Bloomberg Terminal, Microsoft Office, JD Edwards, Reuters, Argus
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (MBA)
Fairfield University 1999 — 2003
BS, Accounting
Yi Cheng's Brean Capital, LLC Experience October 2012 - May 2015
Job Equity Research Associate at Brean Capital, LLC; Passed the CFA level III exam
Industry Financial Services
Experience
UBS Securities Co., Ltd May 2015 - Present
Brean Capital, LLC October 2012 - May 2015
Brean Capital, LLC June 2012 - August 2012
Accenture March 2011 - May 2011
Deutsche Bank June 2010 - August 2010
China Merchants Bank January 2010 - February 2010
Skills
Valuation, DCF, Risk Management, Equity Research, Bloomberg, SAS, Python, MS Office Suite, Teamwork, Microsoft Office, Financial Analysis, Equity Capital Markets, Financial Modeling
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2011 — 2012
MS Finance, Finance, 3.9
Peking University - Guanghua School of Management 2007 — 2011
Bachelor of Economics, Finance, 3.6
Texas A&M University - Mays Business School 2009 — 2009
Exchange Student, Finance, 4.0
UBS Securities Co., Ltd May 2015 - Present
Brean Capital, LLC October 2012 - May 2015
Brean Capital, LLC June 2012 - August 2012
Accenture March 2011 - May 2011
Deutsche Bank June 2010 - August 2010
China Merchants Bank January 2010 - February 2010
Skills
Valuation, DCF, Risk Management, Equity Research, Bloomberg, SAS, Python, MS Office Suite, Teamwork, Microsoft Office, Financial Analysis, Equity Capital Markets, Financial Modeling
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2011 — 2012
MS Finance, Finance, 3.9
Peking University - Guanghua School of Management 2007 — 2011
Bachelor of Economics, Finance, 3.6
Texas A&M University - Mays Business School 2009 — 2009
Exchange Student, Finance, 4.0
Justin Coley Justin Coley's Brean Capital, LLC Experience June 2013 - August 2013
Job Associate Market Analyst at SWIFT
Industry Financial Services
Experience
SWIFT August 2015 - Present
SWIFT June 2015 - July 2015
Brean Capital, LLC June 2013 - August 2013
MFA Financial June 2012 - August 2012
Macy's May 2012 - August 2012
KCG Holdings, Inc. May 2011 - August 2011
Skills
Hedge Funds, Equity Research, Bonds, Capital Markets, Emerging Markets, Finance, Social Media, Public Speaking, Microsoft Office, Microsoft Excel, Analysis, Economics
Education
Franklin & Marshall College 2011 — 2015
Economics, Economics, Finance and Accounting
Darien High School 2007 — 2011
SWIFT August 2015 - Present
SWIFT June 2015 - July 2015
Brean Capital, LLC June 2013 - August 2013
MFA Financial June 2012 - August 2012
Macy's May 2012 - August 2012
KCG Holdings, Inc. May 2011 - August 2011
Skills
Hedge Funds, Equity Research, Bonds, Capital Markets, Emerging Markets, Finance, Social Media, Public Speaking, Microsoft Office, Microsoft Excel, Analysis, Economics
Education
Franklin & Marshall College 2011 — 2015
Economics, Economics, Finance and Accounting
Darien High School 2007 — 2011
Yu Xiao's Brean Capital, LLC Experience June 2015 - August 2015
Job Equity Research Intern, CPA Candidate, MSF student at Brandeis University
Industry Financial Services
Experience
Brean Capital, LLC June 2015 - August 2015
128 Business Council January 2015 - May 2015
PwC September 2011 - April 2014
GE May 2010 - April 2011
Advantive September 2009 - January 2010
Skills
Financial Modeling, Equity Research, Financial Accounting, Financial Analysis, Financial Reporting, External Audit, Cost Accounting, US GAAP reporting, China CAS Reporting, Financial Statements, Internal Controls, Bloomberg, Microsoft Excel, DCF Valuation, PowerPoint, Leadership, Critical Thinking, English, Analysis, Data Analysis, Valuation, Economics, Microsoft Office, Finance
Education
Brandeis University 2014 — 2015
Master's degree, Corporate Finance, Asset Management, Risk Management, 3.8/4.0
Shanghai University of Finance and Economics 2007 — 2011
Bachelor's degree, Accounting, Certified General Accountant of Canada, 3.7/4.0, Ranked Top 5% of the class
Fontys Hogescholen 2009 — 2010
Exchange Student, Marketing Management & Consultancy, 8.0/10.0
Brean Capital, LLC June 2015 - August 2015
128 Business Council January 2015 - May 2015
PwC September 2011 - April 2014
GE May 2010 - April 2011
Advantive September 2009 - January 2010
Skills
Financial Modeling, Equity Research, Financial Accounting, Financial Analysis, Financial Reporting, External Audit, Cost Accounting, US GAAP reporting, China CAS Reporting, Financial Statements, Internal Controls, Bloomberg, Microsoft Excel, DCF Valuation, PowerPoint, Leadership, Critical Thinking, English, Analysis, Data Analysis, Valuation, Economics, Microsoft Office, Finance
Education
Brandeis University 2014 — 2015
Master's degree, Corporate Finance, Asset Management, Risk Management, 3.8/4.0
Shanghai University of Finance and Economics 2007 — 2011
Bachelor's degree, Accounting, Certified General Accountant of Canada, 3.7/4.0, Ranked Top 5% of the class
Fontys Hogescholen 2009 — 2010
Exchange Student, Marketing Management & Consultancy, 8.0/10.0
Matt Picciano's Brean Capital, LLC Experience January 2015 - Present
Job VP, Corporate Access at Brean Capital, LLC
Industry Financial Services
Experience
Brean Capital, LLC January 2015 - Present
Brean Capital, LLC January 2014 - January 2015
Brean Capital, LLC May 2010 - February 2014
Skills
Bloomberg, Equities, Hedge Funds, Fixed Income, Capital Markets, Equity Research, Financial Modeling, Investor Relations, Valuation, Equity Valuation, Microsoft Excel, Private Equity, Investment Banking, Securities, Emerging Markets, Microsoft Office, Series 7
Education
City University of New York-College of Staten Island 2004 — 2008
Finance
St. Joseph by the Sea
Brean Capital, LLC January 2015 - Present
Brean Capital, LLC January 2014 - January 2015
Brean Capital, LLC May 2010 - February 2014
Skills
Bloomberg, Equities, Hedge Funds, Fixed Income, Capital Markets, Equity Research, Financial Modeling, Investor Relations, Valuation, Equity Valuation, Microsoft Excel, Private Equity, Investment Banking, Securities, Emerging Markets, Microsoft Office, Series 7
Education
City University of New York-College of Staten Island 2004 — 2008
Finance
St. Joseph by the Sea
Maximilian Wilhelm B Recker Maximilian Wilhelm B Recker's Brean Capital, LLC Experience June 2012 - August 2012
Job Analyst at Athene Asset Management
Industry Financial Services
Experience
Athene Asset Managemet January 2014 - Present
Roger Williams University May 2012 - December 2012
Brean Capital, LLC June 2012 - August 2012
Deutsche Bundesbank June 2011 - August 2011
Dr Bauer & Co Wealth Management May 2010 - July 2010
Skills
Foreign Languages, Microsoft Office, Technical Analysis, Fundamental Analysis, Financial Research, Team Leadership, Financial Modeling, Equity Research, Investments, Mutual Funds, Valuation, Corporate Finance
Education
Investment Banking Institute 2013 — 2013
Training Program, Financial Modeling
Roger Williams University 2009 — 2013
Bachelor of Science (BS), Finance, General, 3.1
Cushing Academy 2006 — 2009
High School Diploma, Sophmore-Senior
Athene Asset Managemet January 2014 - Present
Roger Williams University May 2012 - December 2012
Brean Capital, LLC June 2012 - August 2012
Deutsche Bundesbank June 2011 - August 2011
Dr Bauer & Co Wealth Management May 2010 - July 2010
Skills
Foreign Languages, Microsoft Office, Technical Analysis, Fundamental Analysis, Financial Research, Team Leadership, Financial Modeling, Equity Research, Investments, Mutual Funds, Valuation, Corporate Finance
Education
Investment Banking Institute 2013 — 2013
Training Program, Financial Modeling
Roger Williams University 2009 — 2013
Bachelor of Science (BS), Finance, General, 3.1
Cushing Academy 2006 — 2009
High School Diploma, Sophmore-Senior
Tom Forte, CFA Tom Forte, CFA's Brean Capital, LLC Experience September 2014 - Present
Job Senior Vice President & Senior Analyst at Brean Capital, LLC
Industry Financial Services
Experience
Brean Capital, LLC September 2014 - Present
Telsey Advisory Group March 2007 - June 2014
Geneva Investment Management 2005 - 2007
Morningstar September 2004 - December 2005
William Blair and Company 1998 - 2002
BMO Nesbitt Burns 1996 - 1998
Ennis Knupp & Associates 1994 - 1996
Skills
Analysis, Asset Management, Data Analysis, Economics, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Fixed Income, Investments, Management, Portfolio Management, Qualitative Research, Research, Strategy, Valuation, Bloomberg, Alternative Investments, Asset Managment, Mergers, Asset Allocation, Capital Markets, Mergers & Acquisitions, Series 7
Education
University of Southern California 2002 — 2004
University of Illinois at Urbana-Champaign
BA, Economics
New Trier High School
New Trier High School
Brean Capital, LLC September 2014 - Present
Telsey Advisory Group March 2007 - June 2014
Geneva Investment Management 2005 - 2007
Morningstar September 2004 - December 2005
William Blair and Company 1998 - 2002
BMO Nesbitt Burns 1996 - 1998
Ennis Knupp & Associates 1994 - 1996
Skills
Analysis, Asset Management, Data Analysis, Economics, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Fixed Income, Investments, Management, Portfolio Management, Qualitative Research, Research, Strategy, Valuation, Bloomberg, Alternative Investments, Asset Managment, Mergers, Asset Allocation, Capital Markets, Mergers & Acquisitions, Series 7
Education
University of Southern California 2002 — 2004
University of Illinois at Urbana-Champaign
BA, Economics
New Trier High School
New Trier High School
Hank Kempczynski Hank Kempczynski's Brean Capital, LLC Experience 2012 - 2015
Job Project Manager / Systems Engineer at Converged Communication Systems IP Telephony Loud and Clear...
Industry Telecommunications
Experience
Converged Communication Systems 2005 - Present
Brean Capital, LLC 2012 - 2015
Brean Capital, LLC 2012 - 2015
Gleacher & Co. 2003 - 2013
Gleacher & Co. 2003 - 2013
Gleacher & Co. 2003 - 2013
Gleacher & Co. 2003 - 2013
Securities Industry Automation Corporation (SIAC) 1992 - 2007
SKG Communications Inc. January 1995 - 2005
Camelot Communications Group Inc 1993 - 2003
Skills
Avaya, Disaster Recovery, VoIP, Data Center, Telephony, Telecommunications, WAN, ITIL, IT Service Management, Unified Communications, MPLS, IP, Cisco Technologies, Cloud Computing, Network Design, TCP/IP, Virtualization, Managed Services, Networking, Troubleshooting, Cabling, Network Engineering, Network Architecture, Wireless, Ethernet, Co-location, Integration, Network Security, IT Operations, Video Conferencing, Security, Infrastructure, Firewalls, CCNA, Vendor Management, Switches, IT Management, Avaya Technologies
Education
NYU 1995 — 1996
Windows NT 4.0 Administration
Vocational 1977 — 1981
Electrical Installation, Electrical Motors and Controls
Converged Communication Systems 2005 - Present
Brean Capital, LLC 2012 - 2015
Brean Capital, LLC 2012 - 2015
Gleacher & Co. 2003 - 2013
Gleacher & Co. 2003 - 2013
Gleacher & Co. 2003 - 2013
Gleacher & Co. 2003 - 2013
Securities Industry Automation Corporation (SIAC) 1992 - 2007
SKG Communications Inc. January 1995 - 2005
Camelot Communications Group Inc 1993 - 2003
Skills
Avaya, Disaster Recovery, VoIP, Data Center, Telephony, Telecommunications, WAN, ITIL, IT Service Management, Unified Communications, MPLS, IP, Cisco Technologies, Cloud Computing, Network Design, TCP/IP, Virtualization, Managed Services, Networking, Troubleshooting, Cabling, Network Engineering, Network Architecture, Wireless, Ethernet, Co-location, Integration, Network Security, IT Operations, Video Conferencing, Security, Infrastructure, Firewalls, CCNA, Vendor Management, Switches, IT Management, Avaya Technologies
Education
NYU 1995 — 1996
Windows NT 4.0 Administration
Vocational 1977 — 1981
Electrical Installation, Electrical Motors and Controls
Aaron Becker Aaron Becker's Brean Capital, LLC Experience July 2011 - February 2013
Job Financial Model Developer, Landmark Partners
Industry Financial Services
Experience
Landmark Partners May 2014 - Present
Converse (Nike) via Sunrise Systems September 2013 - April 2014
Brean Capital, LLC July 2011 - February 2013
McKinsey & Company via Monument Staffing, LLC October 2010 - March 2011
Save the Harbor/Save the Bay June 2010 - August 2010
Brown University Department of Geological Sciences December 2009 - June 2010
Providence Science Outreach, Brown University Swearer Center for Public Service September 2007 - June 2010
Grow Smart Rhode Island January 2010 - May 2010
Brown University Computer Science Department September 2006 - December 2008
Project Searchlight (Brown University) May 2008 - September 2008
Skills
Financial Modeling, Data Analysis, Data Visualization, Financial Analysis, Data Modeling, Functional Programming, F#, Microsoft Excel, Visual Basic for..., Visual Basic .NET..., R, SQL, Economics, Valuation, Equities, PowerPoint, Python, Data Mining, Oil & Gas Industry, HTML & CSS, Workflow Automation, Statistical Modeling, Statistics, Quantitative Analytics, Databases, Model Building, Requirements Gathering, User Interface Design, Private Equity
Education
Brown University 2005 — 2010
Bachelor of Science, Geology-Biology, 3.6 GPA
Brown University 2005 — 2010
Bachelor of Arts (B.A.), Urban Studies, 3.9 GPA
Stanford University 2012 — 2013
Certificate, Energy Innovation and Emerging Technologies
Landmark Partners May 2014 - Present
Converse (Nike) via Sunrise Systems September 2013 - April 2014
Brean Capital, LLC July 2011 - February 2013
McKinsey & Company via Monument Staffing, LLC October 2010 - March 2011
Save the Harbor/Save the Bay June 2010 - August 2010
Brown University Department of Geological Sciences December 2009 - June 2010
Providence Science Outreach, Brown University Swearer Center for Public Service September 2007 - June 2010
Grow Smart Rhode Island January 2010 - May 2010
Brown University Computer Science Department September 2006 - December 2008
Project Searchlight (Brown University) May 2008 - September 2008
Skills
Financial Modeling, Data Analysis, Data Visualization, Financial Analysis, Data Modeling, Functional Programming, F#, Microsoft Excel, Visual Basic for..., Visual Basic .NET..., R, SQL, Economics, Valuation, Equities, PowerPoint, Python, Data Mining, Oil & Gas Industry, HTML & CSS, Workflow Automation, Statistical Modeling, Statistics, Quantitative Analytics, Databases, Model Building, Requirements Gathering, User Interface Design, Private Equity
Education
Brown University 2005 — 2010
Bachelor of Science, Geology-Biology, 3.6 GPA
Brown University 2005 — 2010
Bachelor of Arts (B.A.), Urban Studies, 3.9 GPA
Stanford University 2012 — 2013
Certificate, Energy Innovation and Emerging Technologies
Virginia LaFauci's Brean Capital, LLC Experience May 2012 - August 2012
Job Experienced Associate at Pricewaterhouse Coopers
Industry Accounting
Experience
PricewaterhouseCoopers September 2014 - Present
PwC June 2013 - August 2013
Brean Capital LLC May 2012 - August 2012
Positive Impact Corporation May 2012 - August 2012
Brean Capital, LLC July 2011 - December 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Concur, Mas 90, Financial Analysis, Financial Accounting, Accounting, Accruals, Leadership, Financial Reporting, Journal Entries, Software Documentation, Auditing, Account Reconciliation
Education
Babson College 2012 — 2014
Bachelor of Arts (B.A.), Business Administration, Accounting
Swarthmore College 2010 — 2011
PricewaterhouseCoopers September 2014 - Present
PwC June 2013 - August 2013
Brean Capital LLC May 2012 - August 2012
Positive Impact Corporation May 2012 - August 2012
Brean Capital, LLC July 2011 - December 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Concur, Mas 90, Financial Analysis, Financial Accounting, Accounting, Accruals, Leadership, Financial Reporting, Journal Entries, Software Documentation, Auditing, Account Reconciliation
Education
Babson College 2012 — 2014
Bachelor of Arts (B.A.), Business Administration, Accounting
Swarthmore College 2010 — 2011
Ivy X. Ma's Brean Capital, LLC Experience June 2015 - Present
Job Equity Research Associate at Brean Capital, LLC
Industry Financial Services
Experience
Brean Capital, LLC June 2015 - Present
Deloitte September 2013 - June 2015
CITIC Securities July 2011 - September 2011
Guanghua Runling Charity Program September 2009 - June 2011
China Construction Bank December 2010 - March 2011
KPMG July 2010 - August 2010
China Securities Co., Ltd. July 2009 - September 2009
Skills
Financial Modeling, DCF, Investment Banking, Valuation, Due Diligence, Corporate Finance, Corporate Law, Financial Analysis, Mandarin, Financial Accounting, Cost Accounting, Equity Research, Excel, SAS programming, Python, Auditing, Microsoft Excel
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2013
Master of Accounting, Accounting
Peking University 2008 — 2012
Bachelor of Economics, Finance and Banking
Queen's University 2010 — 2010
International Academic Exchange, Commerce, 3.73
Brean Capital, LLC June 2015 - Present
Deloitte September 2013 - June 2015
CITIC Securities July 2011 - September 2011
Guanghua Runling Charity Program September 2009 - June 2011
China Construction Bank December 2010 - March 2011
KPMG July 2010 - August 2010
China Securities Co., Ltd. July 2009 - September 2009
Skills
Financial Modeling, DCF, Investment Banking, Valuation, Due Diligence, Corporate Finance, Corporate Law, Financial Analysis, Mandarin, Financial Accounting, Cost Accounting, Equity Research, Excel, SAS programming, Python, Auditing, Microsoft Excel
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2013
Master of Accounting, Accounting
Peking University 2008 — 2012
Bachelor of Economics, Finance and Banking
Queen's University 2010 — 2010
International Academic Exchange, Commerce, 3.73
Bill Zois Bill Zois's Brean Capital, LLC Experience June 2010 - August 2014
Job Compliance Officer at Pzena Investment Management, LLC
Industry Financial Services
Experience
Pzena Investment Management August 2014 - Present
Brean Capital, LLC June 2010 - August 2014
Citigroup April 2010 - June 2010
Pali Capital, Inc June 2005 - February 2010
Seaboard Securities, Inc. July 2000 - October 2004
Skills
AML, Branch Management, Investment Advisor..., Investment Advisers Act, Securities, FINRA, Equities, Derivatives, Banking, Hedge Funds, Investment Advisory, Trading, Financial Services, Investments, Investment Banking, Emerging Markets, Securities Regulation, Brokers, Bonds, Asset Management
Education
Lehigh University 1990 — 1994
Bachelor of Science, Finance
Pzena Investment Management August 2014 - Present
Brean Capital, LLC June 2010 - August 2014
Citigroup April 2010 - June 2010
Pali Capital, Inc June 2005 - February 2010
Seaboard Securities, Inc. July 2000 - October 2004
Skills
AML, Branch Management, Investment Advisor..., Investment Advisers Act, Securities, FINRA, Equities, Derivatives, Banking, Hedge Funds, Investment Advisory, Trading, Financial Services, Investments, Investment Banking, Emerging Markets, Securities Regulation, Brokers, Bonds, Asset Management
Education
Lehigh University 1990 — 1994
Bachelor of Science, Finance
samuel landau's Brean Capital, LLC Experience May 2014 - August 2015
Job CoFounder at Sprowty.com
Industry Internet
Experience
Brean Capital, LLC May 2014 - August 2015
Education
University of California, Los Angeles - School of Law 2014 — 2016
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law; Real Estate Law
Brean Capital, LLC May 2014 - August 2015
Education
University of California, Los Angeles - School of Law 2014 — 2016
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law; Real Estate Law
Katherine Burke Katherine Burke's Brean Capital, LLC Experience March 2013 - February 2015
Job
Industry Financial Services
Experience
Janney Montgomery Scott LLC February 2015 - Present
Brean Capital, LLC March 2013 - February 2015
Brean Capital, LLC September 2012 - March 2013
Local Economy Center at Franklin & Marshall College September 2010 - May 2012
A.R. Schmeidler & Co July 2011 - July 2011
CLIC Sargent February 2011 - May 2011
Skills
Financial Analysis, Data Analysis, Equities, Microsoft Excel, Valuation, Research, Equity Research, Financial Modeling, Bloomberg
Education
Franklin & Marshall College 2008 — 2012
Bachelor of Arts, English Literature
Advanced Studies in England 2011 — 2011
English Literature
Saguaro
Janney Montgomery Scott LLC February 2015 - Present
Brean Capital, LLC March 2013 - February 2015
Brean Capital, LLC September 2012 - March 2013
Local Economy Center at Franklin & Marshall College September 2010 - May 2012
A.R. Schmeidler & Co July 2011 - July 2011
CLIC Sargent February 2011 - May 2011
Skills
Financial Analysis, Data Analysis, Equities, Microsoft Excel, Valuation, Research, Equity Research, Financial Modeling, Bloomberg
Education
Franklin & Marshall College 2008 — 2012
Bachelor of Arts, English Literature
Advanced Studies in England 2011 — 2011
English Literature
Saguaro
Todd Mitchell's Brean Capital, LLC Experience November 2012 - September 2015
Job Chief Financial Officer at Park City Group ReposiTrak
Industry Information Technology and Services
Experience
Park City Group - ReposiTrak September 2015 - Present
Brean Capital LLC November 2012 - September 2015
Brean Murray, Carret & Co. June 2011 - December 2012
Kaufman Bros., L.P. March 2005 - June 2011
Blaylock and Partners L.P. March 2003 - March 2005
Citibank March 2001 - March 2003
Skills
Equity Research, Digital Media, Financial Modeling, Equities, Valuation, Equity Valuation, Investment Banking, Investments, Investor Relations, Capital Markets, Hedge Funds, Venture Capital, Competitive Analysis, Portfolio Management, Due Diligence, Corporate Finance, Mergers
Education
The George Washington University - School of Business 1993 — 1996
MBA/MA, International Finance/Economics
Vassar College 1986 — 1990
BA, Political Science
Park City Group - ReposiTrak September 2015 - Present
Brean Capital LLC November 2012 - September 2015
Brean Murray, Carret & Co. June 2011 - December 2012
Kaufman Bros., L.P. March 2005 - June 2011
Blaylock and Partners L.P. March 2003 - March 2005
Citibank March 2001 - March 2003
Skills
Equity Research, Digital Media, Financial Modeling, Equities, Valuation, Equity Valuation, Investment Banking, Investments, Investor Relations, Capital Markets, Hedge Funds, Venture Capital, Competitive Analysis, Portfolio Management, Due Diligence, Corporate Finance, Mergers
Education
The George Washington University - School of Business 1993 — 1996
MBA/MA, International Finance/Economics
Vassar College 1986 — 1990
BA, Political Science
Vitaly Fiks Vitaly Fiks's Brean Capital, LLC Experience March 2014 - Present
Job Director at Brean Capital, LLC / Fixed Income, Derivatives, Risk Professional
Industry Financial Services
Experience
Brean Capital, LLC March 2014 - Present
TF Market Advisors LLC 2011 - 2014
Fortress Investment Group 2007 - 2009
UBS 2003 - 2007
WestLB 2002 - 2003
Commerzbank AG 2001 - 2002
Deutsche Bank 1998 - 2001
Winthrop Stimson Putnam & Roberts 1992 - 1998
Skills
Hedge Funds, Fixed Income, Derivatives, Trading, Capital Markets, Securities, Equities, Investments, Financial Markets, Bonds, Financial Analysis, Financial Modeling, Valuation, Credit, Wealth Management, Asset Management, Private Equity, Banking, Investment Banking, Portfolio Management, Risk Management, Alternative Investments, VBA, Quantitative Research, Quantitative Analytics, Quantitative Finance, R, Bloomberg, Asset Allocation, Data Analysis, Microsoft Excel, Excel Models, options, SQL, Credit Derivatives, Structured Products, Financial Structuring, Options
Education
Yale Law School 1989 — 1992
Doctor of Law (J.D.)
University of Illinois at Urbana-Champaign 1987 — 1998
Master of Science (MS), Physics
Wesleyan University 1983 — 1987
BA, Physics and Mathematics
Brean Capital, LLC March 2014 - Present
TF Market Advisors LLC 2011 - 2014
Fortress Investment Group 2007 - 2009
UBS 2003 - 2007
WestLB 2002 - 2003
Commerzbank AG 2001 - 2002
Deutsche Bank 1998 - 2001
Winthrop Stimson Putnam & Roberts 1992 - 1998
Skills
Hedge Funds, Fixed Income, Derivatives, Trading, Capital Markets, Securities, Equities, Investments, Financial Markets, Bonds, Financial Analysis, Financial Modeling, Valuation, Credit, Wealth Management, Asset Management, Private Equity, Banking, Investment Banking, Portfolio Management, Risk Management, Alternative Investments, VBA, Quantitative Research, Quantitative Analytics, Quantitative Finance, R, Bloomberg, Asset Allocation, Data Analysis, Microsoft Excel, Excel Models, options, SQL, Credit Derivatives, Structured Products, Financial Structuring, Options
Education
Yale Law School 1989 — 1992
Doctor of Law (J.D.)
University of Illinois at Urbana-Champaign 1987 — 1998
Master of Science (MS), Physics
Wesleyan University 1983 — 1987
BA, Physics and Mathematics
Rajasekhar Rallapalli's Brean Capital, LLC Experience July 2015 - September 2015
Job Analyst at BlackRock
Industry Financial Services
Experience
BlackRock September 2015 - Present
Brean Capital, LLC July 2015 - September 2015
New York University February 2015 - May 2015
EquiLend June 2014 - August 2014
New York University Office of Sustainability November 2013 - May 2014
EF Education First May 2013 - August 2013
IBM September 2008 - May 2013
Skills
Microsoft SQL Server, MySQL, PostgreSQL, Risk Management, Quantitative Methods in..., Corporate Finance, Financial Accounting, Financial Economics, Python, Matlab, R, C++, SQL, C, Microsoft Office, Databases, VBA, Financial Modeling, Data Analysis, Financial Analysis, Microsoft Excel, ETL, Agile Methodologies
Education
New York University 2013 — 2015
Master's degree, Financial Engineering
Motilal Nehru National Institute Of Technology 2004 — 2008
Bachelor of Technology (B.Tech.), Mechanical Engineering
BlackRock September 2015 - Present
Brean Capital, LLC July 2015 - September 2015
New York University February 2015 - May 2015
EquiLend June 2014 - August 2014
New York University Office of Sustainability November 2013 - May 2014
EF Education First May 2013 - August 2013
IBM September 2008 - May 2013
Skills
Microsoft SQL Server, MySQL, PostgreSQL, Risk Management, Quantitative Methods in..., Corporate Finance, Financial Accounting, Financial Economics, Python, Matlab, R, C++, SQL, C, Microsoft Office, Databases, VBA, Financial Modeling, Data Analysis, Financial Analysis, Microsoft Excel, ETL, Agile Methodologies
Education
New York University 2013 — 2015
Master's degree, Financial Engineering
Motilal Nehru National Institute Of Technology 2004 — 2008
Bachelor of Technology (B.Tech.), Mechanical Engineering
Bruce Wong Bruce Wong's Brean Capital, LLC Experience April 2014 - December 2014
Job Senior Financial Analyst at CBS Interactive
Industry Banking
Experience
CBS Interactive January 2015 - Present
Brean Capital, LLC April 2014 - December 2014
JPMorgan Chase August 2009 - March 2014
Lehman Brothers 2008 - 2009
Skills
Portfolio Management, Investments, Corporate Finance, Equities, Analysis, Financial Modeling, Finance, Equity Research, Bloomberg, Capital Markets
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
Master of Business Administration (MBA), Investment Management, 3.9 / 4.0
State University of New York at Stony Brook 2004 — 2007
B.A and B.S, Finance and Economics
CBS Interactive January 2015 - Present
Brean Capital, LLC April 2014 - December 2014
JPMorgan Chase August 2009 - March 2014
Lehman Brothers 2008 - 2009
Skills
Portfolio Management, Investments, Corporate Finance, Equities, Analysis, Financial Modeling, Finance, Equity Research, Bloomberg, Capital Markets
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
Master of Business Administration (MBA), Investment Management, 3.9 / 4.0
State University of New York at Stony Brook 2004 — 2007
B.A and B.S, Finance and Economics
Derek Woodworth Derek Woodworth's Brean Capital, LLC Experience June 2002 - December 2014
Job Managing Director at Allegiance Capital Corporation
Industry Investment Banking
Experience
Allegiance Capital Corporation April 2015 - Present
Brean Capital, LLC June 2002 - December 2014
Skills
Investment Banking, Private Equity, Capital Markets, Valuation, Equities, Financial Modeling, Corporate Finance, Venture Capital, Bonds, Alternative Investments, Business Strategy, Equity Research, Private Placements, Fixed Income, DCF, Financial Analysis, Due Diligence, Asset Management, Mergers & Acquisitions, Hedge Funds, Investments, Structured Finance, Equity Valuation, Financial Advisory, IPO, M&A experience, Securities, Finance, Portfolio Management, Derivatives, Emerging Markets, Investor Relations, Corporate Development, Investment Management, Financial Structuring, Financial Markets, Business Valuation, Restructuring, Financial Services, Bloomberg, Investment Strategies, Capital, Wealth Management, Institutional..., LBO, Series 7, Options, Capital Raising, Equity Trading, Trading
Education
Columbia University - Columbia Business School 1993 — 1995
MBA
Indiana University Bloomington 1988 — 1991
BS, Finance
Allegiance Capital Corporation April 2015 - Present
Brean Capital, LLC June 2002 - December 2014
Skills
Investment Banking, Private Equity, Capital Markets, Valuation, Equities, Financial Modeling, Corporate Finance, Venture Capital, Bonds, Alternative Investments, Business Strategy, Equity Research, Private Placements, Fixed Income, DCF, Financial Analysis, Due Diligence, Asset Management, Mergers & Acquisitions, Hedge Funds, Investments, Structured Finance, Equity Valuation, Financial Advisory, IPO, M&A experience, Securities, Finance, Portfolio Management, Derivatives, Emerging Markets, Investor Relations, Corporate Development, Investment Management, Financial Structuring, Financial Markets, Business Valuation, Restructuring, Financial Services, Bloomberg, Investment Strategies, Capital, Wealth Management, Institutional..., LBO, Series 7, Options, Capital Raising, Equity Trading, Trading
Education
Columbia University - Columbia Business School 1993 — 1995
MBA
Indiana University Bloomington 1988 — 1991
BS, Finance
Kyle Zilles Kyle Zilles's Brean Capital, LLC Experience June 2008 - May 2010
Job Assistant Vice President at M&T Bank
Industry Financial Services
Experience
M&T Bank August 2012 - Present
McDonough School of Business, Georgetown University August 2010 - May 2012
Barclays Investment Bank 2011 - August 2011
Brean Capital, LLC June 2008 - May 2010
The Intel Corporation July 2007 - June 2008
The Kellogg Specialist Group June 2006 - June 2007
The Executive Centre May 2005 - August 2005
Merrill Lynch September 2004 - May 2005
Quivira Enterprises 2003 - 2004
Skills
Financial Modeling, Valuation, Financial Analysis, Capital Markets, Bloomberg, Equities, Investments, Corporate Finance, Investment Banking, DCF, Emerging Markets, Private Equity, Due Diligence, Portfolio Management, Economics, Certifications, Equity Research
Education
Georgetown University - The McDonough School of Business 2010 — 2012
Masters, Finance
Georgetown University 2002 — 2006
Bachelor of Science, Finance & International Business
M&T Bank August 2012 - Present
McDonough School of Business, Georgetown University August 2010 - May 2012
Barclays Investment Bank 2011 - August 2011
Brean Capital, LLC June 2008 - May 2010
The Intel Corporation July 2007 - June 2008
The Kellogg Specialist Group June 2006 - June 2007
The Executive Centre May 2005 - August 2005
Merrill Lynch September 2004 - May 2005
Quivira Enterprises 2003 - 2004
Skills
Financial Modeling, Valuation, Financial Analysis, Capital Markets, Bloomberg, Equities, Investments, Corporate Finance, Investment Banking, DCF, Emerging Markets, Private Equity, Due Diligence, Portfolio Management, Economics, Certifications, Equity Research
Education
Georgetown University - The McDonough School of Business 2010 — 2012
Masters, Finance
Georgetown University 2002 — 2006
Bachelor of Science, Finance & International Business
Fulvio Mazza Fulvio Mazza's Brean Capital, LLC Experience October 2010 - Present
Job Director of Technology
Industry Financial Services
Experience
Brean Capital LLC October 2010 - Present
Lighthouse Financial 2008 - October 2010
MSC 2004 - 2006
Skills
Project Management, Disaster Recovery, Management, Business Continuity, Analysis, Networking, Strategic Planning, Risk Management, Team Leadership, ITIL, Business Analysis, Leadership, Security, IT Strategy, Team Building, Active Directory, Business Development, Cloud Computing, Data Center, IT Management, IT Solutions, Information Technology, Integration, SDLC, Strategy, SaaS, Trading Systems, Vendor Management
Education
New York University 1999 — 2001
BA, Journalism
Brean Capital LLC October 2010 - Present
Lighthouse Financial 2008 - October 2010
MSC 2004 - 2006
Skills
Project Management, Disaster Recovery, Management, Business Continuity, Analysis, Networking, Strategic Planning, Risk Management, Team Leadership, ITIL, Business Analysis, Leadership, Security, IT Strategy, Team Building, Active Directory, Business Development, Cloud Computing, Data Center, IT Management, IT Solutions, Information Technology, Integration, SDLC, Strategy, SaaS, Trading Systems, Vendor Management
Education
New York University 1999 — 2001
BA, Journalism
Siddharth Yadav Siddharth Yadav's Brean Capital, LLC Experience June 2015 - July 2015
Job Investment Banking Summer Analyst
Industry Investment Banking
Experience
G2 Capital Advisors August 2015 - Present
Meliora Capital Management LLC. January 2015 - Present
Brean Capital, LLC June 2015 - July 2015
D.K. Brede Investment Management Co. May 2014 - August 2014
Massachusetts State Treasury June 2013 - August 2013
Massachusetts State House Tour Guide Division - Office of Secretary William F. Galvin June 2012 - August 2013
Skills
Finance, Microsoft Excel, Public Speaking, Research, Investments, Microsoft Office, Financial Modeling, Data Analysis, Bloomberg Terminal, Financial Analysis
Education
University of Rochester 2014 — 2018
Bachelor of Arts (B.A.), Financial Economics and Mathematics and Computer Science Minor, Sophomore
G2 Capital Advisors August 2015 - Present
Meliora Capital Management LLC. January 2015 - Present
Brean Capital, LLC June 2015 - July 2015
D.K. Brede Investment Management Co. May 2014 - August 2014
Massachusetts State Treasury June 2013 - August 2013
Massachusetts State House Tour Guide Division - Office of Secretary William F. Galvin June 2012 - August 2013
Skills
Finance, Microsoft Excel, Public Speaking, Research, Investments, Microsoft Office, Financial Modeling, Data Analysis, Bloomberg Terminal, Financial Analysis
Education
University of Rochester 2014 — 2018
Bachelor of Arts (B.A.), Financial Economics and Mathematics and Computer Science Minor, Sophomore
Adam Brickner Adam Brickner's Brean Capital, LLC Experience March 2011 - Present
Job Senior Equity Compliance Specialist at Brean Capital, LLC
Industry Financial Services
Experience
Brean Capital, LLC March 2011 - Present
Maxim Group October 2009 - April 2011
Hudson Securities 2003 - December 2009
Puglisi & Co. 2002 - 2003
Herzog Heine Geduld 1995 - 2003
Brokerage America January 2002 - December 2002
MERRILL LYNCH PIERCE FENNER & SMITH June 2001 - January 2002
Charles Schwab 1991 - 1995
Skills
Compliance, Equities, Capital Markets, Trading, Securities, Equity Trading, Institutional, Series 7, Investment Banking, Bloomberg, Series 63, Risk Management, Derivatives, Series 24, Trading Systems, Investments, Electronic Trading, Financial Services, ETFs, Trading Strategies, Hedge Funds, Stocks, Equity Research, Options, Financial Markets, Fixed Income, Portfolio Management, AML, Alternative Investments, Financial Risk, Asset Management, FINRA, Bonds, Financial Regulation, USA PATRIOT Act, Equity Derivatives, Mutual Funds, Due Diligence, Prime Brokerage, KYC, Investment Management, Investment Advisory, Securities Regulation, OFAC, Private Equity, IPO, Emerging Markets, Structured Products, SEC, Broker-Dealer
Education
Long Island University, C.W. Post Campus 1984 — 1986
Bachelor of Science (B.S.), Finance, General
Commack HS South 1977 — 1981
High School
University of Notre Dame - Mendoza College of Business
Brean Capital, LLC March 2011 - Present
Maxim Group October 2009 - April 2011
Hudson Securities 2003 - December 2009
Puglisi & Co. 2002 - 2003
Herzog Heine Geduld 1995 - 2003
Brokerage America January 2002 - December 2002
MERRILL LYNCH PIERCE FENNER & SMITH June 2001 - January 2002
Charles Schwab 1991 - 1995
Skills
Compliance, Equities, Capital Markets, Trading, Securities, Equity Trading, Institutional, Series 7, Investment Banking, Bloomberg, Series 63, Risk Management, Derivatives, Series 24, Trading Systems, Investments, Electronic Trading, Financial Services, ETFs, Trading Strategies, Hedge Funds, Stocks, Equity Research, Options, Financial Markets, Fixed Income, Portfolio Management, AML, Alternative Investments, Financial Risk, Asset Management, FINRA, Bonds, Financial Regulation, USA PATRIOT Act, Equity Derivatives, Mutual Funds, Due Diligence, Prime Brokerage, KYC, Investment Management, Investment Advisory, Securities Regulation, OFAC, Private Equity, IPO, Emerging Markets, Structured Products, SEC, Broker-Dealer
Education
Long Island University, C.W. Post Campus 1984 — 1986
Bachelor of Science (B.S.), Finance, General
Commack HS South 1977 — 1981
High School
University of Notre Dame - Mendoza College of Business
Sean McIntee's Brean Capital, LLC Experience June 2013 - August 2013
Job Associate at Strategy&
Industry Management Consulting
Experience
Strategy&, part of the PwC network (formerly Booz & Company) June 2014 - Present
Brean Capital, LLC June 2013 - August 2013
Skills
Economics, Financial Modeling, Microsoft Excel, PowerPoint, Equity Research, Microsoft Word, Statistics
Education
Princeton University 2011 — 2015
Bachelor of Arts (B.A.), Geoscience Major; Certificate in Finance
Manhasset High School 2007 — 2011
Strategy&, part of the PwC network (formerly Booz & Company) June 2014 - Present
Brean Capital, LLC June 2013 - August 2013
Skills
Economics, Financial Modeling, Microsoft Excel, PowerPoint, Equity Research, Microsoft Word, Statistics
Education
Princeton University 2011 — 2015
Bachelor of Arts (B.A.), Geoscience Major; Certificate in Finance
Manhasset High School 2007 — 2011
Noël Kurdi Noël Kurdi's Brean Capital, LLC Experience March 2014 - January 2015
Job Senior Associate at The Trout Group
Industry Financial Services
Experience
The Trout Group February 2015 - Present
Ten Paces Media January 2015 - February 2015
Brean Capital, LLC March 2014 - January 2015
J.C. Flowers & Co. LLC April 2013 - March 2014
Brean Capital, LLC November 2012 - April 2013
W. P. Carey & Co. LLC January 2012 - November 2012
Global Real Estate Group, AIG Investments June 2007 - May 2011
AIG Investments June 2006 - July 2007
Corporate Executive Board February 2005 - June 2006
Skills
CRM, Mutual Funds, Management, Corporate Finance, Emerging Markets, Finance, Equity Research, New Business Development, Mergers & Acquisitions, Financial Modeling, Marketing, Risk Management, Financial Services, Securities, Banking, Venture Capital, Strategy, Trading, Series 7, Business Development, Investor Relations, Economics, Financial Markets, Investment Management, Investment Strategies, Series 63, Options, Capital Markets, Investments, Valuation, Equities, Hedge Funds, Asset Management, Private Equity, Bloomberg, Market Research, Business Analysis, Alternative Investments, Marketing Strategy, Analysis, Business Strategy, Social Media, Sales, Project Management
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Marketing
The George Washington University - School of Business 2001 — 2005
BBA, International Business and Marketing
Sciences Po 2003 — 2003
Intensive Business Courses
Saudi Arabian International School 1995 — 2001
The Trout Group February 2015 - Present
Ten Paces Media January 2015 - February 2015
Brean Capital, LLC March 2014 - January 2015
J.C. Flowers & Co. LLC April 2013 - March 2014
Brean Capital, LLC November 2012 - April 2013
W. P. Carey & Co. LLC January 2012 - November 2012
Global Real Estate Group, AIG Investments June 2007 - May 2011
AIG Investments June 2006 - July 2007
Corporate Executive Board February 2005 - June 2006
Skills
CRM, Mutual Funds, Management, Corporate Finance, Emerging Markets, Finance, Equity Research, New Business Development, Mergers & Acquisitions, Financial Modeling, Marketing, Risk Management, Financial Services, Securities, Banking, Venture Capital, Strategy, Trading, Series 7, Business Development, Investor Relations, Economics, Financial Markets, Investment Management, Investment Strategies, Series 63, Options, Capital Markets, Investments, Valuation, Equities, Hedge Funds, Asset Management, Private Equity, Bloomberg, Market Research, Business Analysis, Alternative Investments, Marketing Strategy, Analysis, Business Strategy, Social Media, Sales, Project Management
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Marketing
The George Washington University - School of Business 2001 — 2005
BBA, International Business and Marketing
Sciences Po 2003 — 2003
Intensive Business Courses
Saudi Arabian International School 1995 — 2001
Connor Dunn's Brean Capital, LLC Experience 2009 - 2009
Job Marketing Associate at Rapid Ratings
Industry Financial Services
Experience
Rapid Ratings 2015 - Present
Oxford Solutions 2014 - 2015
Oxford Global 2011 - 2015
Women's United States Open 2013 2012 - 2013
Merrill Lynch 2010 - 2010
Brean Capital, LLC 2009 - 2009
Camp Tecumseh 2008 - 2008
Education
Gettysburg College 2007 — 2011
Bachelor of Arts (BA), Philosophy
The Bronxville School 1995 — 2007
Rapid Ratings 2015 - Present
Oxford Solutions 2014 - 2015
Oxford Global 2011 - 2015
Women's United States Open 2013 2012 - 2013
Merrill Lynch 2010 - 2010
Brean Capital, LLC 2009 - 2009
Camp Tecumseh 2008 - 2008
Education
Gettysburg College 2007 — 2011
Bachelor of Arts (BA), Philosophy
The Bronxville School 1995 — 2007
Xiaotong (Crystal) Sun Xiaotong (Crystal) Sun's Brean Capital, LLC Experience June 2015 - September 2015
Job MS Finance Graduate Actively Seeking Full Time Positions
Industry Financial Services
Experience
Brean Capital, LLC June 2015 - September 2015
RE/MAX February 2015 - May 2015
Syracuse University September 2014 - December 2014
Shanghai Mindeep Asset Management June 2014 - July 2014
Shanghai Pudong Development Bank March 2013 - May 2013
China Minsheng Banking Corp.ltd July 2012 - August 2012
Pfizer December 2011 - January 2012
Agriculture Bank of China February 2011 - March 2011
Skills
Microsoft Excel, Financial Modeling, Financial Statement..., Microsoft Office, R, Bloomberg, Eviews, Stata, Data Analysis, Teamwork, Leadership, Retail Banking, Corporate Finance, Financial Analysis, Public Speaking, Finance, Accounting, Argus Modeling, Capital IQ, CoStar
Education
Syracuse University 2013 — 2015
Master’s Degree, Finance, General, 3.879/4.0
Shandong University 2009 — 2013
Bachelor's Degree, Finance, General, 87/100
Beloit College 2011 — 2011
One Semester Exchange Program, Economics, 4.0/4.0
Brean Capital, LLC June 2015 - September 2015
RE/MAX February 2015 - May 2015
Syracuse University September 2014 - December 2014
Shanghai Mindeep Asset Management June 2014 - July 2014
Shanghai Pudong Development Bank March 2013 - May 2013
China Minsheng Banking Corp.ltd July 2012 - August 2012
Pfizer December 2011 - January 2012
Agriculture Bank of China February 2011 - March 2011
Skills
Microsoft Excel, Financial Modeling, Financial Statement..., Microsoft Office, R, Bloomberg, Eviews, Stata, Data Analysis, Teamwork, Leadership, Retail Banking, Corporate Finance, Financial Analysis, Public Speaking, Finance, Accounting, Argus Modeling, Capital IQ, CoStar
Education
Syracuse University 2013 — 2015
Master’s Degree, Finance, General, 3.879/4.0
Shandong University 2009 — 2013
Bachelor's Degree, Finance, General, 87/100
Beloit College 2011 — 2011
One Semester Exchange Program, Economics, 4.0/4.0
Lucas Pipes Lucas Pipes's Brean Capital, LLC Experience October 2011 - June 2015
Job SVP & Senior Analyst at FBR
Industry Financial Services
Experience
FBR Capital Markets & Co. July 2015 - Present
Brean Capital, LLC October 2011 - June 2015
Brean Capital, LLC June 2008 - October 2011
Education
Bard College 2005 — 2008
BA
FBR Capital Markets & Co. July 2015 - Present
Brean Capital, LLC October 2011 - June 2015
Brean Capital, LLC June 2008 - October 2011
Education
Bard College 2005 — 2008
BA
Ben Bartlett Ben Bartlett's Brean Capital, LLC Experience October 2001 - December 2003
Job Attorney and Business Consultant
Industry Law Practice
Experience
Blackstone Resources Inc. December 2014 - Present
Bay Area Council September 2013 - April 2015
California Energy Commission May 2013 - August 2013
California Air Resources Board May 2012 - August 2012
Briabe Mobile November 2008 - November 2010
Bartlett's Organic Coffees and Fine Teas November 2008 - November 2008
Obama for America June 2008 - November 2008
NBC, CBS December 2003 - November 2007
Brean Capital, LLC October 2001 - December 2003
Skills
Public Policy, Community Outreach, Fundraising, Strategy, Business Development, Entrepreneurship, Legal Research, Litigation, Political Campaigns, Mergers & Acquisitions, Training, Mediation, Analysis, Politics, International Relations, Strategic Planning, CRM, Social Media, Start-ups, Nonprofits, Government, Public Relations, Policy Analysis, Strategic Partnerships, Public Speaking, Event Management, Strategic Communications, Legal Writing, Social Media Marketing, Social Networking, Policy, Blogging, Media Relations, Community Development, New Media, Editing, Television, Digital Media, Market Research, Research
Education
UC Hastings College of the Law
Juris Doctor, Government and Classics
Colby College
Bachelor of Arts, Government and Classics
Culver Academies
Blackstone Resources Inc. December 2014 - Present
Bay Area Council September 2013 - April 2015
California Energy Commission May 2013 - August 2013
California Air Resources Board May 2012 - August 2012
Briabe Mobile November 2008 - November 2010
Bartlett's Organic Coffees and Fine Teas November 2008 - November 2008
Obama for America June 2008 - November 2008
NBC, CBS December 2003 - November 2007
Brean Capital, LLC October 2001 - December 2003
Skills
Public Policy, Community Outreach, Fundraising, Strategy, Business Development, Entrepreneurship, Legal Research, Litigation, Political Campaigns, Mergers & Acquisitions, Training, Mediation, Analysis, Politics, International Relations, Strategic Planning, CRM, Social Media, Start-ups, Nonprofits, Government, Public Relations, Policy Analysis, Strategic Partnerships, Public Speaking, Event Management, Strategic Communications, Legal Writing, Social Media Marketing, Social Networking, Policy, Blogging, Media Relations, Community Development, New Media, Editing, Television, Digital Media, Market Research, Research
Education
UC Hastings College of the Law
Juris Doctor, Government and Classics
Colby College
Bachelor of Arts, Government and Classics
Culver Academies
Jim Mahony's Brean Capital, LLC Experience November 2014 - Present
Job Managing Director at Brean Capital, LLC
Industry Capital Markets
Experience
Brean Capital, LLC November 2014 - Present
Pierpont Securities October 2013 - November 2014
Skills
Fixed Income, Trading, Preferred Stock, Research, Strategic Planning, Equities, Financial Analysis, PowerPoint, sounds of the 70s, Financial Modeling, Bonds, Series 7, Derivatives, Securities, Sales, Asset Management, Bloomberg, Hedge Funds
Education
University of Dayton
Communication and Media Studies
The Hun School of Princeton
Council Rock high School
Brean Capital, LLC November 2014 - Present
Pierpont Securities October 2013 - November 2014
Skills
Fixed Income, Trading, Preferred Stock, Research, Strategic Planning, Equities, Financial Analysis, PowerPoint, sounds of the 70s, Financial Modeling, Bonds, Series 7, Derivatives, Securities, Sales, Asset Management, Bloomberg, Hedge Funds
Education
University of Dayton
Communication and Media Studies
The Hun School of Princeton
Council Rock high School
Greg Chianetta Greg Chianetta's Brean Capital, LLC Experience September 2013 - June 2015
Job Investment Associate at Clavis Investment Group
Industry Financial Services
Experience
Clavis Investment Group June 2015 - Present
Brean Capital, LLC September 2013 - June 2015
Burnham Securities Inc. June 2012 - August 2012
Travelers May 2012 - July 2012
Education
University of Pennsylvania - The Wharton School 2009 — 2013
BS, Finance, Accounting
Clavis Investment Group June 2015 - Present
Brean Capital, LLC September 2013 - June 2015
Burnham Securities Inc. June 2012 - August 2012
Travelers May 2012 - July 2012
Education
University of Pennsylvania - The Wharton School 2009 — 2013
BS, Finance, Accounting
Everett Hateley Everett Hateley's Brean Capital, LLC Experience June 2015 - Present
Job Investment Banking Analyst at Brean Capital, LLC
Industry Financial Services
Experience
Brean Capital, LLC June 2015 - Present
Capital One May 2014 - August 2014
Skills
Valuation, Corporate Finance, Financial Statement..., Microsoft Office, Financial Accounting, Portfolio Management, Investments, Teamwork, Bloomberg, Due Diligence, Investment Banking, Equities
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (B.S.), Economics
Brean Capital, LLC June 2015 - Present
Capital One May 2014 - August 2014
Skills
Valuation, Corporate Finance, Financial Statement..., Microsoft Office, Financial Accounting, Portfolio Management, Investments, Teamwork, Bloomberg, Due Diligence, Investment Banking, Equities
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (B.S.), Economics
Martin Gargaros Martin Gargaros's Brean Capital, LLC Experience May 2015 - Present
Job Brean Capital, LLC
Industry Financial Services
Experience
Brean Capital, LLC May 2015 - Present
Booz Allen Hamilton September 2014 - May 2015
La Banque Postale, Corporate Finance April 2014 - August 2014
Club Finance Paris of Students of French Graduate Schools: September 2013 - July 2014
Private Tutor January 2010 - July 2014
Library of ENSAM Paris October 2013 - June 2014
TOAC July 2013 - August 2013
Companieros January 2013 - June 2013
Airbus February 2013 - March 2013
Restaurants July 2012 - August 2012
Education
Columbia University in the City of New York 2014 — 2015
Master's Degree, Management Science & Engineering, IEOR Department
Arts et Métiers ParisTech - École Nationale Supérieure d'Arts et Métiers 2012 — 2015
Master's Degree, Industrial Engineering, GPA : 3.82
Université Paris Dauphine 2013 — 2014
Bachelor's degree, Applied Economics
Lycée Déodat de Séverac, Toulouse, France 2010 — 2012
Classe Préparatoire aux Grandes Ecoles, GPA : 4.0
Brean Capital, LLC May 2015 - Present
Booz Allen Hamilton September 2014 - May 2015
La Banque Postale, Corporate Finance April 2014 - August 2014
Club Finance Paris of Students of French Graduate Schools: September 2013 - July 2014
Private Tutor January 2010 - July 2014
Library of ENSAM Paris October 2013 - June 2014
TOAC July 2013 - August 2013
Companieros January 2013 - June 2013
Airbus February 2013 - March 2013
Restaurants July 2012 - August 2012
Education
Columbia University in the City of New York 2014 — 2015
Master's Degree, Management Science & Engineering, IEOR Department
Arts et Métiers ParisTech - École Nationale Supérieure d'Arts et Métiers 2012 — 2015
Master's Degree, Industrial Engineering, GPA : 3.82
Université Paris Dauphine 2013 — 2014
Bachelor's degree, Applied Economics
Lycée Déodat de Séverac, Toulouse, France 2010 — 2012
Classe Préparatoire aux Grandes Ecoles, GPA : 4.0
Shenlun Wang Shenlun Wang's Brean Capital, LLC Experience June 2015 - Present
Job Associate at Brean Capital
Industry Financial Services
Experience
Brean Capital, LLC June 2015 - Present
Vertical Research Partners June 2014 - August 2014
Trilogy Global Advisors, LP November 2013 - January 2014
Carleton College Endowment June 2013 - September 2013
Bank of China June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking
Education
Carleton College 2011 — 2015
Bachelor of Arts (B.A.), Economics, Political Economy
Brean Capital, LLC June 2015 - Present
Vertical Research Partners June 2014 - August 2014
Trilogy Global Advisors, LP November 2013 - January 2014
Carleton College Endowment June 2013 - September 2013
Bank of China June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking
Education
Carleton College 2011 — 2015
Bachelor of Arts (B.A.), Economics, Political Economy
Claire Huimin Wu's Brean Capital, LLC Experience May 2014 - August 2014
Job Summer Analyst at Brean Capital, LLC
Industry
Experience
Brean Capital, LLC May 2014 - August 2014
PIMCO June 2012 - August 2012
The Wall Street Journal June 2010 - September 2010
Skills
Data Analysis, Matlab, Excel, Bloomberg, VBA, SQL, Microsoft Excel, Economics, Quantitative Analytics, Microsoft Word, Equity Research, Hedge Funds, Bloomberg Terminal, Valuation, R
Education
Columbia University in the City of New York 2013 — 2015
Master of Science, Actuarial Science
Harvard University 2013 — 2013
Summer School, Mathematics
University of Leicester 2010 — 2012
Master of Arts, Communications
Brean Capital, LLC May 2014 - August 2014
PIMCO June 2012 - August 2012
The Wall Street Journal June 2010 - September 2010
Skills
Data Analysis, Matlab, Excel, Bloomberg, VBA, SQL, Microsoft Excel, Economics, Quantitative Analytics, Microsoft Word, Equity Research, Hedge Funds, Bloomberg Terminal, Valuation, R
Education
Columbia University in the City of New York 2013 — 2015
Master of Science, Actuarial Science
Harvard University 2013 — 2013
Summer School, Mathematics
University of Leicester 2010 — 2012
Master of Arts, Communications
Adrian Fekula Adrian Fekula's Brean Capital, LLC Experience June 2013 - August 2013
Job Student at College of the Holy Cross
Industry Financial Services
Experience
Writer's Workshop, College of the Holy Cross September 2012 - May 2014
Holy Cross Student-Managed Endowment Fund September 2013 - December 2013
Brean Capital, LLC June 2013 - August 2013
Oak Room Tavern June 2012 - August 2012
Business Council for the United Nations (a part of the UN Foundation) June 2012 - August 2012
Pravoslavie.ru July 2009 - July 2009
Skills
Finance, Research, English, Newsletters, Public Speaking, Sales, Economics, Microsoft Excel, Bloomberg, Translation, PowerPoint, Investment Banking, Editing, Nonprofits, Fluent in Russian, Bloomberg Terminal
Education
College of the Holy Cross 2010 — 2014
Bachelor's Degree, History
Finance Boot Camp 2012 — 2012
Finance
Chaminade High School 2006 — 2010
Writer's Workshop, College of the Holy Cross September 2012 - May 2014
Holy Cross Student-Managed Endowment Fund September 2013 - December 2013
Brean Capital, LLC June 2013 - August 2013
Oak Room Tavern June 2012 - August 2012
Business Council for the United Nations (a part of the UN Foundation) June 2012 - August 2012
Pravoslavie.ru July 2009 - July 2009
Skills
Finance, Research, English, Newsletters, Public Speaking, Sales, Economics, Microsoft Excel, Bloomberg, Translation, PowerPoint, Investment Banking, Editing, Nonprofits, Fluent in Russian, Bloomberg Terminal
Education
College of the Holy Cross 2010 — 2014
Bachelor's Degree, History
Finance Boot Camp 2012 — 2012
Finance
Chaminade High School 2006 — 2010
Bulin Guo Bulin Guo's Brean Capital, LLC Experience April 2015 - Present
Job Student at Columbia University
Industry Financial Services
Experience
Brean Capital, LLC April 2015 - Present
Interactive Data Corporation June 2014 - August 2014
Changjiang Securities July 2012 - August 2012
Dalian Bank July 2011 - August 2011
Skills
Economics, Microsoft Excel, R, Stata, Java, Eviews, Matlab, Applied Mathematics, Corporate Finance, Econometrics, VBA, Finance, Accounting, Analysis, Data Analysis
Education
Columbia University in the City of New York 2013 — 2014
Master of Arts, Mathematics of Finance, 3.9
University of Washington 2009 — 2013
Bachelor of Science, Double Major: Economics and Applied and Computational Mathematical Science, 3.8
The Winchendon School 2007 — 2009
High School, 3.9
Brean Capital, LLC April 2015 - Present
Interactive Data Corporation June 2014 - August 2014
Changjiang Securities July 2012 - August 2012
Dalian Bank July 2011 - August 2011
Skills
Economics, Microsoft Excel, R, Stata, Java, Eviews, Matlab, Applied Mathematics, Corporate Finance, Econometrics, VBA, Finance, Accounting, Analysis, Data Analysis
Education
Columbia University in the City of New York 2013 — 2014
Master of Arts, Mathematics of Finance, 3.9
University of Washington 2009 — 2013
Bachelor of Science, Double Major: Economics and Applied and Computational Mathematical Science, 3.8
The Winchendon School 2007 — 2009
High School, 3.9
William Conlin William Conlin's Brean Capital, LLC Experience June 2014 - August 2014
Job Staff Accountant at Kirshenbaum, Urban, & Tan LLP
Industry Accounting
Experience
Kirshenbaum, Urban, & Tan LLP January 2015 - Present
Strokes Quality Painting 2004 - Present
Brean Capital, LLC June 2014 - August 2014
Yorktown Pizza and Pasta 2006 - 2012
Skills
Microsoft Excel, Spreadsheets, Microsoft Office, Access, SQL
Education
Siena College 2011 — 2014
Bachelor of Science (BS), Accounting, 3.47
Somers High School 2007 — 2011
Kirshenbaum, Urban, & Tan LLP January 2015 - Present
Strokes Quality Painting 2004 - Present
Brean Capital, LLC June 2014 - August 2014
Yorktown Pizza and Pasta 2006 - 2012
Skills
Microsoft Excel, Spreadsheets, Microsoft Office, Access, SQL
Education
Siena College 2011 — 2014
Bachelor of Science (BS), Accounting, 3.47
Somers High School 2007 — 2011
Doug Tesoriero Doug Tesoriero's Brean Capital, LLC Experience July 2014 - Present
Job Equity Trader at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets April 2015 - Present
Brean Capital, LLC July 2014 - Present
RBS Markets & International Banking June 2013 - August 2013
UBS Investment Bank June 2012 - July 2012
JTV Distributors June 2010 - August 2010
Skills
Bloomberg, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Due Diligence, Verbal Behavior, Trading, Bonds, Public Speaking, Communication
Education
Cornell University 2010 — 2014
Bachelor of Science (BS), Communication and Media Studies, Minor in Business
RBC Capital Markets April 2015 - Present
Brean Capital, LLC July 2014 - Present
RBS Markets & International Banking June 2013 - August 2013
UBS Investment Bank June 2012 - July 2012
JTV Distributors June 2010 - August 2010
Skills
Bloomberg, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Due Diligence, Verbal Behavior, Trading, Bonds, Public Speaking, Communication
Education
Cornell University 2010 — 2014
Bachelor of Science (BS), Communication and Media Studies, Minor in Business
Isabelle Vandenbroucke's Brean Capital, LLC Experience October 2009 - April 2010
Job Consultant Analyst at PA Consulting Group
Industry Pharmaceuticals
Experience
PA Consulting Group October 2014 - Present
PA Consulting Group August 2013 - September 2014
Medicines for Malaria Venture October 2012 - July 2013
United States-Mexico Chamber of Commerce June 2012 - September 2012
Pfizer June 2011 - August 2011
Pfizer July 2010 - August 2010
Brean Capital, LLC October 2009 - April 2010
Pfizer June 2008 - August 2008
Skills
Strategy, Management, Business Planning, Product Management, Leadership, Strategic Planning, Marketing Strategy, Project Management, Mergers & Acquisitions, Research, Venture Capital, Emerging Markets, Economics
Education
Columbia University in the City of New York 2008 — 2012
BA, Economics, Political Science
PA Consulting Group October 2014 - Present
PA Consulting Group August 2013 - September 2014
Medicines for Malaria Venture October 2012 - July 2013
United States-Mexico Chamber of Commerce June 2012 - September 2012
Pfizer June 2011 - August 2011
Pfizer July 2010 - August 2010
Brean Capital, LLC October 2009 - April 2010
Pfizer June 2008 - August 2008
Skills
Strategy, Management, Business Planning, Product Management, Leadership, Strategic Planning, Marketing Strategy, Project Management, Mergers & Acquisitions, Research, Venture Capital, Emerging Markets, Economics
Education
Columbia University in the City of New York 2008 — 2012
BA, Economics, Political Science
Ryan Reynolds Ryan Reynolds's Brean Capital, LLC Experience June 2013 - November 2014
Job Head of Metals & Mining, Mergers & Acquisitions Investment Banking at KGSAlpha Capital Markets, L.P.
Industry Investment Banking
Experience
KGS-Alpha Capital Markets, L.P. March 2015 - Present
Brean Capital, LLC June 2013 - November 2014
Canaccord Genuity Inc. November 2012 - May 2013
Canaccord Genuity Inc. November 2010 - June 2012
Canaccord Adams January 2010 - November 2010
Canaccord Capital September 2009 - December 2009
Clinton Foundation 2006 - 2006
Skills
Investment Banking, Equities, Equity Research, Capital Markets, Valuation, Mergers & Acquisitions, IPO, Bloomberg, Private Equity, Hedge Funds, Equity Valuation, Corporate Finance, Due Diligence, Financial Modeling, Investments
Education
Tufts University 2005 — 2009
BA, Economics
KGS-Alpha Capital Markets, L.P. March 2015 - Present
Brean Capital, LLC June 2013 - November 2014
Canaccord Genuity Inc. November 2012 - May 2013
Canaccord Genuity Inc. November 2010 - June 2012
Canaccord Adams January 2010 - November 2010
Canaccord Capital September 2009 - December 2009
Clinton Foundation 2006 - 2006
Skills
Investment Banking, Equities, Equity Research, Capital Markets, Valuation, Mergers & Acquisitions, IPO, Bloomberg, Private Equity, Hedge Funds, Equity Valuation, Corporate Finance, Due Diligence, Financial Modeling, Investments
Education
Tufts University 2005 — 2009
BA, Economics
Frank Jordan's Brean Capital, LLC Experience January 2011 - January 2014
Job Accounting Manager at Geller & Co
Industry Financial Services
Experience
Geller & Company February 2014 - Present
Brean Capital LLC. January 2011 - January 2014
Brean Murray, Carret & Co. January 2009 - December 2010
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Bloomberg, Financial Reporting, Financial Accounting, Valuation, Due Diligence, Investments, Accounting, Equities, Asset Managment, Investment Banking, Capital Markets
Education
City University of New York-College of Staten Island 2003 — 2008
Accounting, Finance
Geller & Company February 2014 - Present
Brean Capital LLC. January 2011 - January 2014
Brean Murray, Carret & Co. January 2009 - December 2010
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Bloomberg, Financial Reporting, Financial Accounting, Valuation, Due Diligence, Investments, Accounting, Equities, Asset Managment, Investment Banking, Capital Markets
Education
City University of New York-College of Staten Island 2003 — 2008
Accounting, Finance
Sam Kimmell's Brean Capital, LLC Experience June 2013 - August 2013
Job Research Intern at YES Leasing
Industry
Experience
Y.E.S. Leasing November 2013 - Present
Brean Capital, LLC June 2013 - August 2013
Skills
Communicative Skills, Open Minded, Highly responsible, Decisiveness, Diligent, Customer Service
Education
University of Miami - School of Business 2012 — 2016
Finance, General, Junior
Y.E.S. Leasing November 2013 - Present
Brean Capital, LLC June 2013 - August 2013
Skills
Communicative Skills, Open Minded, Highly responsible, Decisiveness, Diligent, Customer Service
Education
University of Miami - School of Business 2012 — 2016
Finance, General, Junior
Jeremy A. Aiss's Brean Capital, LLC Experience May 2013 - May 2014
Job Senior Consultant at Navigant Life Sciences Advisory
Industry Management Consulting
Experience
Navigant October 2014 - Present
Brean Capital, LLC May 2013 - May 2014
Skills
Competitive Intelligence, Revenue Forecasting, Pharmaceutical Industry, Opportunity Assessment, Financial Modeling, Clinical Research, Equity Research, Project Management, Market Research, Strategy, Research, Financial Analysis, Life Sciences, Analysis, Management, Medicine, Healthcare, Due Diligence, Hospitals, Finance, Microsoft Office, Medical Devices, Leadership
Education
Fordham Gabelli School of Business
MBA
New York Medical College
MS
Fordham University
BS
Navigant October 2014 - Present
Brean Capital, LLC May 2013 - May 2014
Skills
Competitive Intelligence, Revenue Forecasting, Pharmaceutical Industry, Opportunity Assessment, Financial Modeling, Clinical Research, Equity Research, Project Management, Market Research, Strategy, Research, Financial Analysis, Life Sciences, Analysis, Management, Medicine, Healthcare, Due Diligence, Hospitals, Finance, Microsoft Office, Medical Devices, Leadership
Education
Fordham Gabelli School of Business
MBA
New York Medical College
MS
Fordham University
BS
James Wendel James Wendel's Brean Capital, LLC Experience May 2013 - May 2015
Job Sr. Consultant at ZMFS, Inc.
Industry Financial Services
Experience
ZM Financial Systems, Inc. June 2015 - Present
Brean Capital, LLC May 2013 - May 2015
ZM Financial Systems, Inc. June 2005 - May 2013
Wilkinson Financial LLC June 2005 - August 2008
IPFS, LLC September 2002 - May 2005
MemberTrade Financial Grp., LLC March 1998 - August 2002
Gibraltar Securities, Inc. October 1995 - February 1998
Lehman Brothers September 1993 - September 1995
Skills
Market Risk, Fixed Income, Interest Rate Risk..., ALM, Risk Modeling, Banking, Balance Sheet Management, Financial Modeling, Model Validation, Non-Maturity Deposit..., Interest Rate..., Capital Markets, Analysis, Asset Management, Balance Sheet, Bloomberg, Bonds, Credit Risk, Economic Capital, Financial Institutions, Financial Services, Funding, Liquidity Management, Liquidity Risk, Managerial Finance, Retail Banking, Risk Management, Structured Products, Trading, Treasury Management, V, Valuation
Education
New York University 1990 — 1993
BS, Political Economy
AHS
Syracuse University
Pre Med
ZM Financial Systems, Inc. June 2015 - Present
Brean Capital, LLC May 2013 - May 2015
ZM Financial Systems, Inc. June 2005 - May 2013
Wilkinson Financial LLC June 2005 - August 2008
IPFS, LLC September 2002 - May 2005
MemberTrade Financial Grp., LLC March 1998 - August 2002
Gibraltar Securities, Inc. October 1995 - February 1998
Lehman Brothers September 1993 - September 1995
Skills
Market Risk, Fixed Income, Interest Rate Risk..., ALM, Risk Modeling, Banking, Balance Sheet Management, Financial Modeling, Model Validation, Non-Maturity Deposit..., Interest Rate..., Capital Markets, Analysis, Asset Management, Balance Sheet, Bloomberg, Bonds, Credit Risk, Economic Capital, Financial Institutions, Financial Services, Funding, Liquidity Management, Liquidity Risk, Managerial Finance, Retail Banking, Risk Management, Structured Products, Trading, Treasury Management, V, Valuation
Education
New York University 1990 — 1993
BS, Political Economy
AHS
Syracuse University
Pre Med
Thomas Pugliese's Brean Capital, LLC Experience May 2014 - June 2014
Job Student at the University of Notre Dame
Industry Financial Services
Experience
Bankers Life May 2015 - August 2015
Brean Capital, LLC May 2014 - June 2014
Skills
Leadership, Investments, Finance, Sports, Microsoft Excel, Microsoft Word, PowerPoint, Social Listening, Social Networking, Passion for Helping..., Teamwork, Access, Time Management, Sales
Education
University of Notre Dame 2015 — 2017
Political science, Business economics
Creighton University 2013 — 2015
Academy of Holy Angels 2009 — 2013
High School
Bankers Life May 2015 - August 2015
Brean Capital, LLC May 2014 - June 2014
Skills
Leadership, Investments, Finance, Sports, Microsoft Excel, Microsoft Word, PowerPoint, Social Listening, Social Networking, Passion for Helping..., Teamwork, Access, Time Management, Sales
Education
University of Notre Dame 2015 — 2017
Political science, Business economics
Creighton University 2013 — 2015
Academy of Holy Angels 2009 — 2013
High School
Curtis Trimble's Brean Capital, LLC Experience April 2014 - January 2015
Job Senior Equity Research Analyst, Energy & Utilties at Ameriprise Financial Services, Inc.
Industry Investment Banking
Experience
England & Company May 2015 - June 2015
Brean Capital, LLC April 2014 - January 2015
Global Hunter Securities May 2012 - March 2014
MKM Partners August 2010 - November 2011
Natixis Bleichroeder January 2008 - August 2010
Cannacord Adams January 2007 - November 2007
Sterne, Agee & Leach October 2005 - December 2006
Ferris, Baker Watts September 2002 - December 2005
Frost Securities May 2000 - June 2002
Skills
Equity Research, Petroleum, Hedge Funds, Energy, Equity Valuation, Equities, Bloomberg, Valuation, Natural Gas, E&P, Oilfield, Investment Banking, Capital Markets, Mergers & Acquisitions, Financial Modeling, Trading, Financial Analysis, Investments
Education
Jones Graduate School of Business, Rice University 1998 — 2000
MBA
Swarthmore College 1992 — 1996
England & Company May 2015 - June 2015
Brean Capital, LLC April 2014 - January 2015
Global Hunter Securities May 2012 - March 2014
MKM Partners August 2010 - November 2011
Natixis Bleichroeder January 2008 - August 2010
Cannacord Adams January 2007 - November 2007
Sterne, Agee & Leach October 2005 - December 2006
Ferris, Baker Watts September 2002 - December 2005
Frost Securities May 2000 - June 2002
Skills
Equity Research, Petroleum, Hedge Funds, Energy, Equity Valuation, Equities, Bloomberg, Valuation, Natural Gas, E&P, Oilfield, Investment Banking, Capital Markets, Mergers & Acquisitions, Financial Modeling, Trading, Financial Analysis, Investments
Education
Jones Graduate School of Business, Rice University 1998 — 2000
MBA
Swarthmore College 1992 — 1996
William Weber's Brean Capital, LLC Experience September 2014 - Present
Job Managing Director Sr Strategist FIG at Brean Capital, LLC
Industry Financial Services
Experience
Brean Capital, LLC September 2014 - Present
Drexel Hamilton, LLC December 2013 - September 2014
Guggenheim Partners June 2011 - October 2013
Keefe, Bruyette & Woods, Inc. December 2002 - June 2011
Banca Antonveneta August 1996 - December 2002
CrossLand FSB January 1994 - April 1996
FDIC - Division of Resolutions January 1990 - January 1994
Thomson McKinnon Securities September 1986 - January 1990
Skills
Investment Banking, Capital Markets, Valuation, Structured Products, Series 7, Structured Finance, Series 63, Private Equity, Asset Management, Fixed Income, Equity Research, Investments, Trading, Bloomberg, Financial Modeling, Hedge Funds, Equities, Derivatives, Portfolio Management, Corporate Finance, Alternative Investments, Finance, Banking
Education
City University of New York-Brooklyn College 1983 — 1986
City University of New York-College of Staten Island 1981 — 1983
General Studies
FISERV - IPS-Sendero 1994 — 1994
Certificate - Financial Modeling, Asset/Liability Management
None
Brean Capital, LLC September 2014 - Present
Drexel Hamilton, LLC December 2013 - September 2014
Guggenheim Partners June 2011 - October 2013
Keefe, Bruyette & Woods, Inc. December 2002 - June 2011
Banca Antonveneta August 1996 - December 2002
CrossLand FSB January 1994 - April 1996
FDIC - Division of Resolutions January 1990 - January 1994
Thomson McKinnon Securities September 1986 - January 1990
Skills
Investment Banking, Capital Markets, Valuation, Structured Products, Series 7, Structured Finance, Series 63, Private Equity, Asset Management, Fixed Income, Equity Research, Investments, Trading, Bloomberg, Financial Modeling, Hedge Funds, Equities, Derivatives, Portfolio Management, Corporate Finance, Alternative Investments, Finance, Banking
Education
City University of New York-Brooklyn College 1983 — 1986
City University of New York-College of Staten Island 1981 — 1983
General Studies
FISERV - IPS-Sendero 1994 — 1994
Certificate - Financial Modeling, Asset/Liability Management
None
Drew Hanson's Brean Capital, LLC Experience July 2015 - Present
Job Brean Capital, LLC
Industry Financial Services
Experience
Brean Capital, LLC July 2015 - Present
Bryant Bank September 2013 - July 2015
Sterne Agee December 2010 - September 2013
BBVA Compass October 1994 - December 2010
Skills
Risk Management, Capital Markets, Fixed Income, Derivatives, FX Options, Trading, Portfolio Management, Banking, Interest Rate...
Education
University of Alabama 1989 — 1993
B.S., Finance
Brean Capital, LLC July 2015 - Present
Bryant Bank September 2013 - July 2015
Sterne Agee December 2010 - September 2013
BBVA Compass October 1994 - December 2010
Skills
Risk Management, Capital Markets, Fixed Income, Derivatives, FX Options, Trading, Portfolio Management, Banking, Interest Rate...
Education
University of Alabama 1989 — 1993
B.S., Finance
Andy Flick's Brean Capital, LLC Experience September 2013 - January 2015
Job Managing Director CMBS Trading at Sandler O'Neill
Industry Financial Services
Experience
Sandler O'Neill & Partners, L.P. February 2015 - Present
Brean Capital, LLC September 2013 - January 2015
Jefferies LLC April 2008 - June 2013
RBS Greenwich Capital May 2006 - October 2007
JMP Group February 2004 - May 2005
JPMorgan Chase June 2000 - February 2004
Education
Georgetown University 1996 — 2000
Bachelor of Science (BS), Finance and Management
Wilton High School 1993 — 1996
Sandler O'Neill & Partners, L.P. February 2015 - Present
Brean Capital, LLC September 2013 - January 2015
Jefferies LLC April 2008 - June 2013
RBS Greenwich Capital May 2006 - October 2007
JMP Group February 2004 - May 2005
JPMorgan Chase June 2000 - February 2004
Education
Georgetown University 1996 — 2000
Bachelor of Science (BS), Finance and Management
Wilton High School 1993 — 1996
Bruce Kalbrosky's Brean Capital, LLC Experience October 2014 - Present
Job Managing Director , Brean Capital LLC
Industry Banking
Experience
Brean Capital, LLC October 2014 - Present
RBC Capital Markets February 2007 - March 2014
JPMorgan Chase 1994 - 2006
Skills
Bloomberg, Bonds, Capital Markets, Derivatives, Fixed Income
Education
City University of New York-Hunter College 1972 — 1977
Brean Capital, LLC October 2014 - Present
RBC Capital Markets February 2007 - March 2014
JPMorgan Chase 1994 - 2006
Skills
Bloomberg, Bonds, Capital Markets, Derivatives, Fixed Income
Education
City University of New York-Hunter College 1972 — 1977
Charles M. Padala's Brean Capital, LLC Experience May 2012 - December 2014
Job Managing Director, Equities
Industry Financial Services
Experience
Security Traders Association (STA) January 2011 - Present
Brean Capital LLC May 2012 - December 2014
MKM Partners January 2009 - December 2011
SunTrust Robinson Humphrey August 1987 - December 2007
Skills
Series 7, Equities, Equity Trading, Series 63, Equity Research, Securities, Trading, Management, Capital Markets, Electronic Trading, Bloomberg, Hedge Funds, Fixed Income, Trading Systems, Alternative Investments
Education
New York University
Bachelor of Arts
Security Traders Association (STA) January 2011 - Present
Brean Capital LLC May 2012 - December 2014
MKM Partners January 2009 - December 2011
SunTrust Robinson Humphrey August 1987 - December 2007
Skills
Series 7, Equities, Equity Trading, Series 63, Equity Research, Securities, Trading, Management, Capital Markets, Electronic Trading, Bloomberg, Hedge Funds, Fixed Income, Trading Systems, Alternative Investments
Education
New York University
Bachelor of Arts
Ananda Baruah's Brean Capital, LLC Experience June 2009 - Present
Job Managing Director Brean Capital LLC
Industry Financial Services
Experience
Brean Capital LLC June 2009 - Present
Banc of America Securities 2003 - 2008
Merrill Lynch 2000 - 2003
Coopers & Lybrand Consulting & PricewaterhouseCoopers 1997 - 1999
Mellon Bank 1994 - 1996
Education
The College of William and Mary 1996 — 1998
Master of Business Administration (M.B.A.), MBA Finance & Accounting
University of Pittsburgh
Bachelor's Degree
University of Oxford
ACCREDITATION
Brean Capital LLC June 2009 - Present
Banc of America Securities 2003 - 2008
Merrill Lynch 2000 - 2003
Coopers & Lybrand Consulting & PricewaterhouseCoopers 1997 - 1999
Mellon Bank 1994 - 1996
Education
The College of William and Mary 1996 — 1998
Master of Business Administration (M.B.A.), MBA Finance & Accounting
University of Pittsburgh
Bachelor's Degree
University of Oxford
ACCREDITATION
Alphonso Diaz's Brean Capital, LLC Experience November 2013 - January 2015
Job Director at UBS Investment Bank
Industry Financial Services
Experience
Brean Capital, LLC November 2013 - January 2015
Fidelity Investments March 2013 - November 2013
UBS Investment Bank August 2004 - January 2013
Charles Schwab 1997 - 2004
Skills
Electronic Trading, Equity Trading, Fixed Income, Securities, Options, Financial Markets, Market Making, Investment Banking, Equities, Hedge Funds, Trading Systems, FX Options, Series 7, Proprietary Trading, Capital Markets, Equity Derivatives, Series 24, Bloomberg, Series 63, Derivatives, Trading, Market Data, Alternative Investments, Trading Strategies, Risk Management, FINRA, Prime Brokerage, Investments, Structured Products, ETFs
Education
Fordham University 1993 — 1997
Bachelors, Double Major Finance and Marketing
Brean Capital, LLC November 2013 - January 2015
Fidelity Investments March 2013 - November 2013
UBS Investment Bank August 2004 - January 2013
Charles Schwab 1997 - 2004
Skills
Electronic Trading, Equity Trading, Fixed Income, Securities, Options, Financial Markets, Market Making, Investment Banking, Equities, Hedge Funds, Trading Systems, FX Options, Series 7, Proprietary Trading, Capital Markets, Equity Derivatives, Series 24, Bloomberg, Series 63, Derivatives, Trading, Market Data, Alternative Investments, Trading Strategies, Risk Management, FINRA, Prime Brokerage, Investments, Structured Products, ETFs
Education
Fordham University 1993 — 1997
Bachelors, Double Major Finance and Marketing
Preeti Russell's Brean Capital, LLC Experience July 2015 - Present
Job Associate
Industry Financial Services
Experience
Brean Capital, LLC July 2015 - Present
Zayo Group July 2014 - June 2015
Brean Capital, LLC August 2013 - September 2013
Bank of America June 2013 - August 2013
American Tower October 2008 - October 2011
Needham & Company May 2007 - June 2008
Wellington Management June 2005 - February 2007
Fund for Public Interest Research August 2004 - February 2005
Skills
Lease Accounting, Financial Analysis, Management, Investor Relations, Process Improvement, Strategic Analysis, Accounting, Valuation, Analysis, Portfolio Management, Financial Accounting, Economics, Capital Markets, Business Strategy, Finance, Investments, Financial Modeling, Financial Markets, Corporate Finance, Due Diligence, Mergers & Acquisitions, Investment Banking, Leadership, Equities, Bloomberg, Strategy, Competitive Analysis, Strategic Financial..., Data Analysis, Project Management
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, Economics
Michigan State University 1999 — 2004
BAs, Political Science, Women's Studies
Eastside High School 1995 — 1996
Henry Ford II High School
Henry Ford II High School
Henry Ford II High School
Brean Capital, LLC July 2015 - Present
Zayo Group July 2014 - June 2015
Brean Capital, LLC August 2013 - September 2013
Bank of America June 2013 - August 2013
American Tower October 2008 - October 2011
Needham & Company May 2007 - June 2008
Wellington Management June 2005 - February 2007
Fund for Public Interest Research August 2004 - February 2005
Skills
Lease Accounting, Financial Analysis, Management, Investor Relations, Process Improvement, Strategic Analysis, Accounting, Valuation, Analysis, Portfolio Management, Financial Accounting, Economics, Capital Markets, Business Strategy, Finance, Investments, Financial Modeling, Financial Markets, Corporate Finance, Due Diligence, Mergers & Acquisitions, Investment Banking, Leadership, Equities, Bloomberg, Strategy, Competitive Analysis, Strategic Financial..., Data Analysis, Project Management
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, Economics
Michigan State University 1999 — 2004
BAs, Political Science, Women's Studies
Eastside High School 1995 — 1996
Henry Ford II High School
Henry Ford II High School
Henry Ford II High School
Marco Vega's Brean Capital, LLC Experience 2005 - 2015
Job COO at Carret Asset Management
Industry Financial Services
Experience
Carret Asset Management Board MemberBrean Capital, LLC2005 - 2015
Brean Capital, LLC 2005 - 2015
MPCA 2006 - 2013
Quadrant Management 2010 - 2012
Finamex 1997 - 2003
Serfin Securities 1992 - 1994
Education
St. John's University, The Peter J. Tobin College of Business
Carret Asset Management Board MemberBrean Capital, LLC2005 - 2015
Brean Capital, LLC 2005 - 2015
MPCA 2006 - 2013
Quadrant Management 2010 - 2012
Finamex 1997 - 2003
Serfin Securities 1992 - 1994
Education
St. John's University, The Peter J. Tobin College of Business
Brian Horan's Brean Capital, LLC Experience August 2012 - Present
Job at Brean Capital
Industry Financial Services
Experience
Brean Capital, LLC August 2012 - Present
Gleacher & Company, Inc. October 2008 - July 2012
GMAC RFC Securities June 2006 - October 2008
Friedman, Billings, Ramsey & Co., Inc. March 2005 - June 2006
Freddie Mac January 2001 - March 2005
Skills
Financial Modeling, Fixed Income, Mortgage Lending, Trading, Portfolio Management, Valuation, Asset Management, Capital Markets, Financial Analysis, Risk Management, Series 7
Education
Cornell University - S.C. Johnson Graduate School of Management 2008 — 2010
MBA
Barry University 1997 — 2000
B.S., Economics and Finance
Brean Capital, LLC August 2012 - Present
Gleacher & Company, Inc. October 2008 - July 2012
GMAC RFC Securities June 2006 - October 2008
Friedman, Billings, Ramsey & Co., Inc. March 2005 - June 2006
Freddie Mac January 2001 - March 2005
Skills
Financial Modeling, Fixed Income, Mortgage Lending, Trading, Portfolio Management, Valuation, Asset Management, Capital Markets, Financial Analysis, Risk Management, Series 7
Education
Cornell University - S.C. Johnson Graduate School of Management 2008 — 2010
MBA
Barry University 1997 — 2000
B.S., Economics and Finance
Sean Pigg's Brean Capital, LLC Experience June 2015 - Present
Job Senior Vice President at Brean Capital, LLC
Industry Financial Services
Experience
Brean Capital, LLC June 2015 - Present
D.A. Davidson & Co. November 2013 - June 2015
Pierpont Securities October 2012 - November 2013
Edward Jones June 2011 - October 2012
FTN Financial March 2010 - June 2011
First Horizon May 2008 - March 2010
PricewaterhouseCoopers September 2006 - May 2008
PricewaterhouseCoopers January 2005 - May 2005
Skills
Series 7, Series 63, Building Relationships, Bloomberg, Microsoft Excel, Microsoft Word, PowerPoint, Fixed Income, Fixed Income Analysis, Finance, Accounting, Portfolio Management, Financial Services, Capital Markets, SEC filings, Financial Analysis, Financial Reporting, Securities, Valuation
Education
University of Mississippi 2005 — 2006
Master's, Accountancy
University of Mississippi 2001 — 2005
Bachelor's, Accountancy
Brean Capital, LLC June 2015 - Present
D.A. Davidson & Co. November 2013 - June 2015
Pierpont Securities October 2012 - November 2013
Edward Jones June 2011 - October 2012
FTN Financial March 2010 - June 2011
First Horizon May 2008 - March 2010
PricewaterhouseCoopers September 2006 - May 2008
PricewaterhouseCoopers January 2005 - May 2005
Skills
Series 7, Series 63, Building Relationships, Bloomberg, Microsoft Excel, Microsoft Word, PowerPoint, Fixed Income, Fixed Income Analysis, Finance, Accounting, Portfolio Management, Financial Services, Capital Markets, SEC filings, Financial Analysis, Financial Reporting, Securities, Valuation
Education
University of Mississippi 2005 — 2006
Master's, Accountancy
University of Mississippi 2001 — 2005
Bachelor's, Accountancy
Louis Soulios, CPA's Brean Capital, LLC Experience March 2014 - July 2015
Job Vice President of Finance at Kimberlite Group
Industry Accounting
Experience
Kimberlite Group July 2015 - Present
Brean Capital, LLC March 2014 - July 2015
BDO USA, LLP July 2008 - March 2014
Smolin Lupin & Co November 2004 - July 2008
Skills
GAAP, Accounting, Internal Controls, US GAAP, CPA, Auditing, Financial Reporting, SEC filings, Sarbanes-Oxley Act, Financial Statements, Tax
Education
Kean University 2006 — 2008
Masters, Accounting
William Paterson University of New Jersey 1999 — 2004
Bachelors, Accounting
Kimberlite Group July 2015 - Present
Brean Capital, LLC March 2014 - July 2015
BDO USA, LLP July 2008 - March 2014
Smolin Lupin & Co November 2004 - July 2008
Skills
GAAP, Accounting, Internal Controls, US GAAP, CPA, Auditing, Financial Reporting, SEC filings, Sarbanes-Oxley Act, Financial Statements, Tax
Education
Kean University 2006 — 2008
Masters, Accounting
William Paterson University of New Jersey 1999 — 2004
Bachelors, Accounting
Ben Ke's Brean Capital, LLC Experience July 2013 - September 2013
Job Director: Fixed Income China Sales at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities September 2013 - Present
Brean Capital, LLC July 2013 - September 2013
BNP Paribas August 2005 - July 2013
Skills
Bloomberg, Derivatives, Fixed Income, Investment Banking, Structured Products, Hedge Funds, Financial Modeling, Capital Markets, Bonds, Financial Markets, Trading
Education
Tsinghua University 2001 — 2005
Bachelor, Finance
Wells Fargo Securities September 2013 - Present
Brean Capital, LLC July 2013 - September 2013
BNP Paribas August 2005 - July 2013
Skills
Bloomberg, Derivatives, Fixed Income, Investment Banking, Structured Products, Hedge Funds, Financial Modeling, Capital Markets, Bonds, Financial Markets, Trading
Education
Tsinghua University 2001 — 2005
Bachelor, Finance
Barbara Burke DiCostanzo's Brean Capital, LLC Experience 1991 - August 2013
Job Registered Representative at Beech Hill Securities, Inc.
Industry Investment Management
Experience
Beech Hill Securities, Inc. September 2013 - Present
Penbrook Management LLC August 2004 - Present
The Junior League of Greater Princeton 2001 - Present
AnKap Partners, L.P. 1998 - Present
Brean Capital, LLC 1991 - August 2013
BMI Capital Corporation September 1991 - July 2004
Skills
Investments, Equities, Hedge Funds, Alternative Investments, Mutual Funds, Series 63, Securities, Series 7, Capital Markets, Asset Management, Strategy, Asset Managment, FINRA, Entrepreneurship, Management, Wealth Management
Education
Adelphi University 1987 — 1995
MBA, Business Administration
Garden City High School 1983 — 1986
Beech Hill Securities, Inc. September 2013 - Present
Penbrook Management LLC August 2004 - Present
The Junior League of Greater Princeton 2001 - Present
AnKap Partners, L.P. 1998 - Present
Brean Capital, LLC 1991 - August 2013
BMI Capital Corporation September 1991 - July 2004
Skills
Investments, Equities, Hedge Funds, Alternative Investments, Mutual Funds, Series 63, Securities, Series 7, Capital Markets, Asset Management, Strategy, Asset Managment, FINRA, Entrepreneurship, Management, Wealth Management
Education
Adelphi University 1987 — 1995
MBA, Business Administration
Garden City High School 1983 — 1986
Julia Semrai's Brean Capital, LLC Experience August 2014 - January 2015
Job Financial Services Professional
Industry Financial Services
Experience
Brean Capital, LLC August 2014 - January 2015
MKM Partners August 2009 - July 2014
Jefferies September 2003 - April 2009
Skills
Equity Sales, Equity Capital Markets, Financial Services, Sales, Marketing
Education
Smith College 1997 — 2001
Bachelor of Arts (B.A.), Economics
Brean Capital, LLC August 2014 - January 2015
MKM Partners August 2009 - July 2014
Jefferies September 2003 - April 2009
Skills
Equity Sales, Equity Capital Markets, Financial Services, Sales, Marketing
Education
Smith College 1997 — 2001
Bachelor of Arts (B.A.), Economics
Difei Yang's Brean Capital, LLC Experience December 2014 - Present
Job Managing Director at Brean Capital, LLC
Industry Investment Banking
Experience
Brean Capital, LLC December 2014 - Present
R.F. Lafferty August 2013 - December 2014
WallachBeth Capital July 2012 - August 2013
Auriga Global Investors, SV. September 2011 - June 2012
CapStone Investments 2010 - September 2011
BD 2006 - 2009
Solvay Pharmaceuticals 2000 - 2006
Kimberly-Clark 1998 - 2000
Spectrx 1996 - 1998
Skills
Pharmaceutical Industry, Biotechnology, Lifesciences, Mergers & Acquisitions, Equity Research, Equity Trading, Series 63, Series 86/87, Series 7, Equities, Financial Modeling, Valuation, Capital Markets, Portfolio Management, Hedge Funds, Investment Banking, Life Sciences, Investments
Education
University of California, Los Angeles
PhD
Georgia State University - J. Mack Robinson College of Business
MBA
Peking University
Bachelor's Degree
Brean Capital, LLC December 2014 - Present
R.F. Lafferty August 2013 - December 2014
WallachBeth Capital July 2012 - August 2013
Auriga Global Investors, SV. September 2011 - June 2012
CapStone Investments 2010 - September 2011
BD 2006 - 2009
Solvay Pharmaceuticals 2000 - 2006
Kimberly-Clark 1998 - 2000
Spectrx 1996 - 1998
Skills
Pharmaceutical Industry, Biotechnology, Lifesciences, Mergers & Acquisitions, Equity Research, Equity Trading, Series 63, Series 86/87, Series 7, Equities, Financial Modeling, Valuation, Capital Markets, Portfolio Management, Hedge Funds, Investment Banking, Life Sciences, Investments
Education
University of California, Los Angeles
PhD
Georgia State University - J. Mack Robinson College of Business
MBA
Peking University
Bachelor's Degree
Kip Tullos's Brean Capital, LLC Experience June 2015 - Present
Job Managing Director Brean Capital LLC / Brean Strategic Advisors
Industry Financial Services
Experience
Brean Capital, LLC June 2015 - Present
Stifel Financial Corp. May 2014 - May 2015
Sterne Agee October 2007 - 2014
Education
University of Alabama at Birmingham 1994 — 1997
BS, Finance / Investments & Institutions
Brean Capital, LLC June 2015 - Present
Stifel Financial Corp. May 2014 - May 2015
Sterne Agee October 2007 - 2014
Education
University of Alabama at Birmingham 1994 — 1997
BS, Finance / Investments & Institutions
Jeffrey Connolly, CFA's Brean Capital, LLC Experience October 2012 - November 2013
Job Director E&P Equity Research at Clarksons
Industry Investment Banking
Experience
Clarksons January 2015 - Present
Mizuho Securities USA Inc. November 2013 - December 2014
Brean Capital, LLC October 2012 - November 2013
Sidoti & Company, LLC October 2011 - October 2012
Value Line May 2010 - October 2011
Vail Resorts November 2008 - April 2009
Capital One June 2008 - November 2008
Skills
Bloomberg, Equities, Financial Modeling, Series 7, Capital Markets, Securities, Series 63, Valuation, Investments, Financial Analysis, Equity Research
Education
College of the Holy Cross 2004 — 2008
Bachelor of Arts, Economics, Asian Studies
Chaminade High School 2000 — 2004
Clarksons January 2015 - Present
Mizuho Securities USA Inc. November 2013 - December 2014
Brean Capital, LLC October 2012 - November 2013
Sidoti & Company, LLC October 2011 - October 2012
Value Line May 2010 - October 2011
Vail Resorts November 2008 - April 2009
Capital One June 2008 - November 2008
Skills
Bloomberg, Equities, Financial Modeling, Series 7, Capital Markets, Securities, Series 63, Valuation, Investments, Financial Analysis, Equity Research
Education
College of the Holy Cross 2004 — 2008
Bachelor of Arts, Economics, Asian Studies
Chaminade High School 2000 — 2004
Jonathan Haley's Brean Capital, LLC Experience June 2013 - Present
Job Vice President at Brean Capital, LLC
Industry Financial Services
Experience
Brean Capital, LLC June 2013 - Present
Knight Capital Group June 2012 - May 2013
Bloomberg LP March 2010 - June 2012
Education
Lehigh University 2005 — 2009
BS, Accounting
Brean Capital, LLC June 2013 - Present
Knight Capital Group June 2012 - May 2013
Bloomberg LP March 2010 - June 2012
Education
Lehigh University 2005 — 2009
BS, Accounting
Billy Wise's Brean Capital, LLC Experience July 2015 - Present
Job Brean Capital, LLC
Industry Financial Services
Experience
Brean Capital, LLC July 2015 - Present
Stifel, Nicolaus & Company, Incorporated May 2012 - June 2015
Raymond James May 2008 - May 2012
Bear Stearns May 2006 - June 2008
Skills
Series 7, Portfolio Management, Investments, Capital Markets, Bonds, Series 63, Fixed Income
Education
University of Mississippi 1976 — 1980
BBA, Insurance
Brean Capital, LLC July 2015 - Present
Stifel, Nicolaus & Company, Incorporated May 2012 - June 2015
Raymond James May 2008 - May 2012
Bear Stearns May 2006 - June 2008
Skills
Series 7, Portfolio Management, Investments, Capital Markets, Bonds, Series 63, Fixed Income
Education
University of Mississippi 1976 — 1980
BBA, Insurance
Liz Pierce's Brean Capital, LLC Experience August 2014 - Present
Job SVP & Sr Research Analyst at Brean Capital, LLC
Industry Investment Banking
Experience
Brean Capital, LLC August 2014 - Present
Ascendiant Capital Markets February 2013 - August 2014
Independent November 2012 - January 2013
Roth Capital Partners August 2006 - November 2012
Skills
Investment Banking, Bloomberg, Corporate Finance, Hedge Funds, Private Equity
Education
Kellogg Graduate School of Management 1992 — 1994
Master of Business Administration (MBA), Accounting and Finance
Sophie Newcomb/Tulane
Bachelor of Arts (BA), Economics & French
Brean Capital, LLC August 2014 - Present
Ascendiant Capital Markets February 2013 - August 2014
Independent November 2012 - January 2013
Roth Capital Partners August 2006 - November 2012
Skills
Investment Banking, Bloomberg, Corporate Finance, Hedge Funds, Private Equity
Education
Kellogg Graduate School of Management 1992 — 1994
Master of Business Administration (MBA), Accounting and Finance
Sophie Newcomb/Tulane
Bachelor of Arts (BA), Economics & French
Michael Vreeland's Brean Capital, LLC Experience July 2012 - Present
Job Fixed Income Trader at Brean Capital, LLC
Industry Financial Services
Experience
Brean Capital, LLC July 2012 - Present
Gleacher and Company December 2009 - July 2012
Advisors Asset Management, Inc. March 2008 - December 2009
Wachovia Securities July 2002 - March 2008
Education
UNC Chapel Hill 1998 — 2002
Brean Capital, LLC July 2012 - Present
Gleacher and Company December 2009 - July 2012
Advisors Asset Management, Inc. March 2008 - December 2009
Wachovia Securities July 2002 - March 2008
Education
UNC Chapel Hill 1998 — 2002
Ari Colman's Brean Capital, LLC Experience February 2014 - December 2014
Job
Industry Investment Management
Experience
Brean Capital, LLC February 2014 - December 2014
Seven Points Capital January 2011 - January 2014
Sylvan Lake Asset Management LLC June 2010 - December 2010
UBS Wealth Management January 2010 - May 2010
Merraine Group January 2008 - June 2008
Skills
Series 7, Equity Research, Equity Trading, Portfolio Management, Series 63, Financial Modeling, Investments, Financial Analysis, Hedge Funds, Securities, Trading Systems, FINRA, Mutual Funds, Asset Allocation, Asset Management, Derivatives, Investment Banking, Proprietary Trading, Fixed Income, Valuation, Private Equity, Options, Technical Analysis, FX Options, Equity Derivatives, Series 3, Series 4, Series 55, Financial Forecasting, Alternative Investments, Bloomberg, Equities
Education
City University of New York-Baruch College 2008 — 2010
BBA
Brean Capital, LLC February 2014 - December 2014
Seven Points Capital January 2011 - January 2014
Sylvan Lake Asset Management LLC June 2010 - December 2010
UBS Wealth Management January 2010 - May 2010
Merraine Group January 2008 - June 2008
Skills
Series 7, Equity Research, Equity Trading, Portfolio Management, Series 63, Financial Modeling, Investments, Financial Analysis, Hedge Funds, Securities, Trading Systems, FINRA, Mutual Funds, Asset Allocation, Asset Management, Derivatives, Investment Banking, Proprietary Trading, Fixed Income, Valuation, Private Equity, Options, Technical Analysis, FX Options, Equity Derivatives, Series 3, Series 4, Series 55, Financial Forecasting, Alternative Investments, Bloomberg, Equities
Education
City University of New York-Baruch College 2008 — 2010
BBA
Cory Doyle's Brean Capital, LLC Experience June 2008 - September 2014
Job
Industry Insurance
Experience
Willis September 2014 - Present
Brean Capital, LLC June 2008 - September 2014
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Due Diligence, Investment Banking, Valuation, Financial Modeling, Insurance, Risk Management, Cyber-security, Financial Analysis, Investments, Bloomberg, Equities, Capital Markets, Portfolio Management, Analysis, Mergers & Acquisitions, Corporate Finance, Sales
Education
Hobart and William Smith Colleges 2004 — 2008
Bachelor of Arts (B.A.), Economics
Willis September 2014 - Present
Brean Capital, LLC June 2008 - September 2014
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Due Diligence, Investment Banking, Valuation, Financial Modeling, Insurance, Risk Management, Cyber-security, Financial Analysis, Investments, Bloomberg, Equities, Capital Markets, Portfolio Management, Analysis, Mergers & Acquisitions, Corporate Finance, Sales
Education
Hobart and William Smith Colleges 2004 — 2008
Bachelor of Arts (B.A.), Economics
Ye Tian's Brean Capital, LLC Experience June 2013 - October 2013
Job
Industry Financial Services
Experience
Brean Capital LLC June 2013 - October 2013
Wedge Alternatives Ltd July 2012 - September 2012
Skills
Equity Research, Financial Analysis, Valuation, DCF Valuation, Alternative Investments, Financial Modeling, Stata, Econometrics, Statistics, Statistical Modeling, Bloomberg Terminal, Matlab, Data Analysis, Due Diligence, Preqin Database, Bloomberg, Microsoft Excel
Education
University of Rochester 2009 — 2013
Bachelor's degree, Economics with Honors & Mathematics, Cum Laude and High Distinction
The London School of Economics and Political Science (LSE) 2011 — 2012
General Course, Mathematics & Economics
Brean Capital LLC June 2013 - October 2013
Wedge Alternatives Ltd July 2012 - September 2012
Skills
Equity Research, Financial Analysis, Valuation, DCF Valuation, Alternative Investments, Financial Modeling, Stata, Econometrics, Statistics, Statistical Modeling, Bloomberg Terminal, Matlab, Data Analysis, Due Diligence, Preqin Database, Bloomberg, Microsoft Excel
Education
University of Rochester 2009 — 2013
Bachelor's degree, Economics with Honors & Mathematics, Cum Laude and High Distinction
The London School of Economics and Political Science (LSE) 2011 — 2012
General Course, Mathematics & Economics
Fred Havemeyer's Brean Capital, LLC Experience December 2014 - Present
Job Equity Research Associate at Brean Capital, LLC
Industry Financial Services
Experience
Brean Capital, LLC December 2014 - Present
Brean Capital, LLC July 2014 - November 2014
Codecademy May 2012 - August 2012
Skills
Physics, Mathematics, Equity Research, Research, Microsoft Excel, Financial Modeling, PowerPoint, Data Analysis, Software Development, Ruby on Rails, Matlab, Objective-C, PHP, Java, MongoDB, SQL, Cassandra, Series 7, Series 63
Education
Columbia University in the City of New York 2009 — 2013
Bachelor of Arts (BA), Physics
Brean Capital, LLC December 2014 - Present
Brean Capital, LLC July 2014 - November 2014
Codecademy May 2012 - August 2012
Skills
Physics, Mathematics, Equity Research, Research, Microsoft Excel, Financial Modeling, PowerPoint, Data Analysis, Software Development, Ruby on Rails, Matlab, Objective-C, PHP, Java, MongoDB, SQL, Cassandra, Series 7, Series 63
Education
Columbia University in the City of New York 2009 — 2013
Bachelor of Arts (BA), Physics
David LaFauci's Brean Capital, LLC Experience May 2011 - August 2011
Job Technical Liason at Fathom Ideaware
Industry Computer Software
Experience
Fathom Ideaware June 2013 - Present
EXOS 2014 - 2015
Brean Capital, LLC May 2011 - August 2011
Skills
Java, SQL, JavaScript, C#, XML, HTML, MySQL, C++, Software Development, ASP.NET, .NET, PHP, Linux, C, CSS, Web Services, jQuery, AJAX
Education
Rochester Institute of Technology 2008 — 2012
Bachelor of Science (BS), Information Technology
Academy of Information Technology and Engineering 2004 — 2008
Fathom Ideaware June 2013 - Present
EXOS 2014 - 2015
Brean Capital, LLC May 2011 - August 2011
Skills
Java, SQL, JavaScript, C#, XML, HTML, MySQL, C++, Software Development, ASP.NET, .NET, PHP, Linux, C, CSS, Web Services, jQuery, AJAX
Education
Rochester Institute of Technology 2008 — 2012
Bachelor of Science (BS), Information Technology
Academy of Information Technology and Engineering 2004 — 2008
Jon Coleman's Brean Capital, LLC Experience March 2013 - October 2013
Job Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank February 2014 - Present
Brean Capital, LLC March 2013 - October 2013
First Empire Securities, Inc March 2009 - March 2013
Rabobank March 2006 - July 2007
CHURCHILL PACIFIC ASSET MANAGEMENT LLC December 2004 - February 2006
Countrywide Securities September 2002 - December 2004
Skills
Portfolio Management, Trading, Capital Markets, Asset Management, Financial Modeling, Financial Analysis, Fixed Income, Investments, Banking, Equities
Education
University of San Diego 1998 — 2000
Master of Business Administration (MBA)
Graceland University 1993 — 1997
BA
Deutsche Bank February 2014 - Present
Brean Capital, LLC March 2013 - October 2013
First Empire Securities, Inc March 2009 - March 2013
Rabobank March 2006 - July 2007
CHURCHILL PACIFIC ASSET MANAGEMENT LLC December 2004 - February 2006
Countrywide Securities September 2002 - December 2004
Skills
Portfolio Management, Trading, Capital Markets, Asset Management, Financial Modeling, Financial Analysis, Fixed Income, Investments, Banking, Equities
Education
University of San Diego 1998 — 2000
Master of Business Administration (MBA)
Graceland University 1993 — 1997
BA
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY