Brean Murray, Carret & Co.
Description
Address: 225 W Washington St # 2210, Chicago, IL 60606 Phone: (312) 924-2892Website: : Category: Hours: Place name: : : : : : Website: http://www.breancapital.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Brean Murray Carret & Co LLC Posting publicly on the Web Write a review Reviews Be the first to review
Brean Murray, Carret & Co. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Brean Murray, Carret & Co.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Brean Murray, Carret & Co. Employees
Employee
Years
Job
Industry
Jose (J.T.) Haresco III, Ph.D. Jose (J.T.) Haresco III, Ph.D.'s Brean Murray, Carret & Co. Experience October 2008 - July 2010
Job Managing Director at Harvest Capital Strategies
Industry Venture Capital & Private Equity
Experience
Harvest Capital Strategies September 2015 - Present
JMP Securities July 2010 - Present
Brean Murray, Carret & Co. October 2008 - July 2010
Merriman Curhan Ford & Company February 2005 - August 2008
C.E. Unterberg, Towbin August 2003 - February 2005
UCSF August 1998 - August 2002
Skills
Medical Devices, Financial Modeling, Lifesciences, Valuation, Venture Capital, Due Diligence, Equity Research, Life Sciences, Investment Banking, Investments, Biotechnology, Mergers & Acquisitions, Start-ups, Private Equity, Business Development, Strategic Planning, Equities, Finance, Competitive Analysis, Commercialization, Financial Analysis, Corporate Development, Strategy, Genomics, Molecular Diagnostics, Entrepreneurship, Market Research, Market Analysis, Cardiology, Interventional..., Cardiovascular Disease, Minimally Invasive..., Valuation Modeling, DCF Valuation, Healthcare, Hedge Funds, Corporate Finance, Research, Start-up Ventures, Environmental..., Synthetic Biology, New Business Development, Corporate Strategy...
Education
University of California, San Francisco 1998 — 2002
Ph.D., Biological and Medical Informatics
UC Davis 1992 — 1996
Bachelor of Science (B.S.), Genetics
Harvest Capital Strategies September 2015 - Present
JMP Securities July 2010 - Present
Brean Murray, Carret & Co. October 2008 - July 2010
Merriman Curhan Ford & Company February 2005 - August 2008
C.E. Unterberg, Towbin August 2003 - February 2005
UCSF August 1998 - August 2002
Skills
Medical Devices, Financial Modeling, Lifesciences, Valuation, Venture Capital, Due Diligence, Equity Research, Life Sciences, Investment Banking, Investments, Biotechnology, Mergers & Acquisitions, Start-ups, Private Equity, Business Development, Strategic Planning, Equities, Finance, Competitive Analysis, Commercialization, Financial Analysis, Corporate Development, Strategy, Genomics, Molecular Diagnostics, Entrepreneurship, Market Research, Market Analysis, Cardiology, Interventional..., Cardiovascular Disease, Minimally Invasive..., Valuation Modeling, DCF Valuation, Healthcare, Hedge Funds, Corporate Finance, Research, Start-up Ventures, Environmental..., Synthetic Biology, New Business Development, Corporate Strategy...
Education
University of California, San Francisco 1998 — 2002
Ph.D., Biological and Medical Informatics
UC Davis 1992 — 1996
Bachelor of Science (B.S.), Genetics
Bernard Wurtzburger Bernard Wurtzburger's Brean Murray, Carret & Co. Experience February 1979 - January 2000
Job Owner, The Oaks Victorian Inn
Industry Hospitality
Experience
The Oaks Victorian Inn April 2010 - Present
Pfizer April 2002 - March 2010
Brean Murray, Carret & Co. February 1979 - January 2000
Skills
Microsoft Office, Strategic Planning, Quality Assurance, Microsoft Word, Microsoft Excel, PowerPoint, Hospitality, Outlook, Negotiation, Event Management, Event Planning, Public Relations
Education
John F. Kennedy High School 1972 — 1975
City University of New York-Herbert H. Lehman College
The Oaks Victorian Inn April 2010 - Present
Pfizer April 2002 - March 2010
Brean Murray, Carret & Co. February 1979 - January 2000
Skills
Microsoft Office, Strategic Planning, Quality Assurance, Microsoft Word, Microsoft Excel, PowerPoint, Hospitality, Outlook, Negotiation, Event Management, Event Planning, Public Relations
Education
John F. Kennedy High School 1972 — 1975
City University of New York-Herbert H. Lehman College
Laurie Palmer Laurie Palmer's Brean Murray, Carret & Co. Experience November 2008 - December 2008
Job Executive Director/Supervisory Analyst at MKM Partners
Industry Financial Services
Experience
MKM Partners April 2015 - Present
JMP Securities LLC July 2014 - April 2015
Canaccord Genuity Group Inc. July 2011 - June 2014
Longbow Research December 2008 - July 2011
Brean Murray, Carret & Co. November 2008 - December 2008
Merriman Curhan Ford & Co. January 2007 - October 2008
WR Hambrecht + Co., LLC October 2004 - January 2007
JMP Securities LLC September 2002 - August 2005
Skills
Equity Research, FINRA, Equities, Capital Markets, Supervisory Analyst, Equity Research Editor, Series 24, Financial Services, Investment Banking, Financial Modeling, Securities, Bloomberg, Alternative Investments, Equity Valuation, Series 63, Series 7, Valuation, Fixed Income, Investor Relations
Education
Northeastern University 1998 — 2001
BA
MKM Partners April 2015 - Present
JMP Securities LLC July 2014 - April 2015
Canaccord Genuity Group Inc. July 2011 - June 2014
Longbow Research December 2008 - July 2011
Brean Murray, Carret & Co. November 2008 - December 2008
Merriman Curhan Ford & Co. January 2007 - October 2008
WR Hambrecht + Co., LLC October 2004 - January 2007
JMP Securities LLC September 2002 - August 2005
Skills
Equity Research, FINRA, Equities, Capital Markets, Supervisory Analyst, Equity Research Editor, Series 24, Financial Services, Investment Banking, Financial Modeling, Securities, Bloomberg, Alternative Investments, Equity Valuation, Series 63, Series 7, Valuation, Fixed Income, Investor Relations
Education
Northeastern University 1998 — 2001
BA
George MacDonald III's Brean Murray, Carret & Co. Experience May 2012 - August 2012
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
Oscar Chen's Brean Murray, Carret & Co. Experience January 2010 - June 2010
Job Analyst at Keywise Capital
Industry Financial Services
Experience
Keywise Capital June 2014 - Present
Citi June 2012 - June 2014
Goldman Sachs June 2011 - July 2012
Columbia University September 2010 - June 2011
Jefferies & Company June 2010 - August 2010
Brean Murray, Carret & Co. January 2010 - June 2010
Skills
Valuation, Financial Modeling, Investments, Investment Banking
Education
Columbia University in the City of New York 2008 — 2012
BA, Economics - Philosophy
Keywise Capital June 2014 - Present
Citi June 2012 - June 2014
Goldman Sachs June 2011 - July 2012
Columbia University September 2010 - June 2011
Jefferies & Company June 2010 - August 2010
Brean Murray, Carret & Co. January 2010 - June 2010
Skills
Valuation, Financial Modeling, Investments, Investment Banking
Education
Columbia University in the City of New York 2008 — 2012
BA, Economics - Philosophy
Ben Nebb's Brean Murray, Carret & Co. Experience July 2006 - April 2007
Job MBA Finance Intern, IT Finance at United Airlines
Industry Financial Services
Experience
United Airlines May 2015 - August 2015
ZERO TO THREE March 2010 - July 2014
Convergent Wealth Advisors June 2008 - October 2008
Goldsmith & Harris April 2007 - March 2008
Brean Murray, Carret & Co. July 2006 - April 2007
Skills
Financial Modeling, Financial Analysis, Budgets, Data Analysis, Research, Microsoft Excel, Valuation, Microsoft Office, Accounting
Education
Indiana University - Kelley School of Business 2014 — 2016
Master of Business Administration (MBA), Finance, 4.0
University of Tulsa 2002 — 2006
BS, Finance
United Airlines May 2015 - August 2015
ZERO TO THREE March 2010 - July 2014
Convergent Wealth Advisors June 2008 - October 2008
Goldsmith & Harris April 2007 - March 2008
Brean Murray, Carret & Co. July 2006 - April 2007
Skills
Financial Modeling, Financial Analysis, Budgets, Data Analysis, Research, Microsoft Excel, Valuation, Microsoft Office, Accounting
Education
Indiana University - Kelley School of Business 2014 — 2016
Master of Business Administration (MBA), Finance, 4.0
University of Tulsa 2002 — 2006
BS, Finance
Dilip Kumar Dilip Kumar's Brean Murray, Carret & Co. Experience June 2012 - August 2012
Job Research Analyst at Lazard Asset Management
Industry Investment Management
Experience
Lazard Asset Management July 2013 - Present
Burkenroad Reports, A B Freeman School of Business August 2012 - Present
Brean Murray, Carret & Co. June 2012 - August 2012
Cyberonics June 2012 - August 2012
Dr. Reddy's Laboratories July 2008 - June 2011
Skills
Microsoft Office, Matlab, MSP, C, AutoCAD, CCPM, Concerto, X TRADER, LIM, Bloomberg, Financial Modeling, Revenue Forecasting, Strategic Planning, Critical Chain Project...
Education
Tulane University - A.B. Freeman School of Business 2011 — 2013
Master of Business Administration (MBA), Finance and Energy, 3.96
Indian Institute of Technology, Kharagpur 2004 — 2008
B.Tech, Mechanical Engineering
+2 LEE Academy 2001 — 2003
12th Board, I.Sc
Lazard Asset Management July 2013 - Present
Burkenroad Reports, A B Freeman School of Business August 2012 - Present
Brean Murray, Carret & Co. June 2012 - August 2012
Cyberonics June 2012 - August 2012
Dr. Reddy's Laboratories July 2008 - June 2011
Skills
Microsoft Office, Matlab, MSP, C, AutoCAD, CCPM, Concerto, X TRADER, LIM, Bloomberg, Financial Modeling, Revenue Forecasting, Strategic Planning, Critical Chain Project...
Education
Tulane University - A.B. Freeman School of Business 2011 — 2013
Master of Business Administration (MBA), Finance and Energy, 3.96
Indian Institute of Technology, Kharagpur 2004 — 2008
B.Tech, Mechanical Engineering
+2 LEE Academy 2001 — 2003
12th Board, I.Sc
Lilian (Yan) Liang Lilian (Yan) Liang's Brean Murray, Carret & Co. Experience June 2012 - August 2012
Job Product Controller at Citi
Industry Financial Services
Experience
Barclays Investment Bank October 2013 - July 2014
FuelQuest December 2012 - October 2013
Brean Murray, Carret & Co. June 2012 - August 2012
Guotai Asset Management Co. Ltd April 2011 - July 2011
Citi March 2011 - April 2011
Capgemini Consulting January 2011 - March 2011
Allianz Group August 2010 - November 2010
SUNFLOWER TUTOR AGENCY September 2007 - January 2008
Skills
Financial Analysis, Competitive Analysis, Portfolio Management, Investments, Market Analysis, Financial Modeling, Management, Finance, Strategic Planning, Economics, Corporate Finance, Asset Management, Business Planning, Analysis, Financial Risk, Valuation, Capital Markets, Risk Management, Pricing
Education
University of Rochester - William E. Simon School of Business 2011 — 2012
Master of Science, Finance
Shanghai University of Finance and Economics 2007 — 2011
BE, Banking and International Finance
Ecole supérieure de Commerce de Bordeaux-Ecole de Management 2010 — 2010
Certificate (Exchange Program), Management
Barclays Investment Bank October 2013 - July 2014
FuelQuest December 2012 - October 2013
Brean Murray, Carret & Co. June 2012 - August 2012
Guotai Asset Management Co. Ltd April 2011 - July 2011
Citi March 2011 - April 2011
Capgemini Consulting January 2011 - March 2011
Allianz Group August 2010 - November 2010
SUNFLOWER TUTOR AGENCY September 2007 - January 2008
Skills
Financial Analysis, Competitive Analysis, Portfolio Management, Investments, Market Analysis, Financial Modeling, Management, Finance, Strategic Planning, Economics, Corporate Finance, Asset Management, Business Planning, Analysis, Financial Risk, Valuation, Capital Markets, Risk Management, Pricing
Education
University of Rochester - William E. Simon School of Business 2011 — 2012
Master of Science, Finance
Shanghai University of Finance and Economics 2007 — 2011
BE, Banking and International Finance
Ecole supérieure de Commerce de Bordeaux-Ecole de Management 2010 — 2010
Certificate (Exchange Program), Management
Mitchell Kosches Mitchell Kosches's Brean Murray, Carret & Co. Experience May 2002 - March 2003
Job COO, BTG Pactual Timberland Investment Group
Industry Financial Services
Experience
BTG Pactual January 2013 - Present
Equator, LLC December 2006 - December 2012
Madison Trading, LLC April 2004 - December 2006
Preferred Empire Mortgage April 2003 - March 2004
Brean Murray, Carret & Co. May 2002 - March 2003
Gruntal & Co., LLC January 1999 - February 2002
Donaldson, Lufkin & Jenrette September 1997 - August 1998
AEA Investors LP March 1994 - August 1997
Spielman Koenigsberg & Parker, LLP September 1991 - April 1994
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
University at Albany, SUNY 1987 — 1991
Bachelor of Arts, Accounting
BTG Pactual January 2013 - Present
Equator, LLC December 2006 - December 2012
Madison Trading, LLC April 2004 - December 2006
Preferred Empire Mortgage April 2003 - March 2004
Brean Murray, Carret & Co. May 2002 - March 2003
Gruntal & Co., LLC January 1999 - February 2002
Donaldson, Lufkin & Jenrette September 1997 - August 1998
AEA Investors LP March 1994 - August 1997
Spielman Koenigsberg & Parker, LLP September 1991 - April 1994
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
University at Albany, SUNY 1987 — 1991
Bachelor of Arts, Accounting
Eric Buck, GRI SFR CNE Eric Buck, GRI SFR CNE's Brean Murray, Carret & Co. Experience March 2006 - May 2008
Job Colorado Real Estate Sales and Investment
Industry Real Estate
Experience
Peak Assets March 2008 - Present
RE/MAX 2011 - 2012
Brean Murray, Carret & Co. March 2006 - May 2008
Dresdner Kleinwort 1999 - 2002
Donaldson, Lufkin & Jenrette 1983 - 1999
Skills
Business Strategy, Real Estate, Valuation, Renovation, Fundraising, Commercial Real Estate, Real Estate Transactions, Mergers & Acquisitions, Short Sales, Foreclosures, Investments, Equities, Investment Properties, Residential Homes, Real Estate Development, Finance, Equity Research, IPO, Asset Management, Private Placements, REO, Real Estate Economics, Financial Modeling, Real Estate Financing, Brokerage, Venture Capital, Investors, Portfolio Management, Due Diligence, Relocation, Sellers
Education
The College of William and Mary - The Mason School of Business 1975 — 1977
MBA, Finance
University of Virginia 1971 — 1975
BA, Russian History/US Foreign Affairs
Peak Assets March 2008 - Present
RE/MAX 2011 - 2012
Brean Murray, Carret & Co. March 2006 - May 2008
Dresdner Kleinwort 1999 - 2002
Donaldson, Lufkin & Jenrette 1983 - 1999
Skills
Business Strategy, Real Estate, Valuation, Renovation, Fundraising, Commercial Real Estate, Real Estate Transactions, Mergers & Acquisitions, Short Sales, Foreclosures, Investments, Equities, Investment Properties, Residential Homes, Real Estate Development, Finance, Equity Research, IPO, Asset Management, Private Placements, REO, Real Estate Economics, Financial Modeling, Real Estate Financing, Brokerage, Venture Capital, Investors, Portfolio Management, Due Diligence, Relocation, Sellers
Education
The College of William and Mary - The Mason School of Business 1975 — 1977
MBA, Finance
University of Virginia 1971 — 1975
BA, Russian History/US Foreign Affairs
Barbara H. Bradley Barbara H. Bradley's Brean Murray, Carret & Co. Experience 2005 - 2009
Job Client Association Administrator at Metropolitan Golf Association (MGA)
Industry Sports
Experience
Metropolitan Golf Association (MGA) January 2014 - Present
Barbara Bradley Events January 2005 - December 2013
Brean Murray, Carret & Co. 2005 - 2009
Kaufman Bros. 2002 - 2005
Skills
Investments, Strategy
Education
University of Miami
BFA, Business/Fine Arts
Metropolitan Golf Association (MGA) January 2014 - Present
Barbara Bradley Events January 2005 - December 2013
Brean Murray, Carret & Co. 2005 - 2009
Kaufman Bros. 2002 - 2005
Skills
Investments, Strategy
Education
University of Miami
BFA, Business/Fine Arts
Eric Beder Eric Beder's Brean Murray, Carret & Co. Experience May 2005 - July 2014
Job Managing Director/Equity Research at Wunderlich Securities
Industry Investment Banking
Experience
Wunderlich Securities July 2014 - Present
Brean Murray, Carret & Co. May 2005 - July 2014
JB Hanauer Co. April 2004 - February 2005
Northeast Securities April 2004 - February 2005
Ladenburg Thalmann September 1999 - September 2002
Paribas 1988 - 1991
Education
University of California, Berkeley, Haas School of Business 1991 — 1993
MBA
University of Pennsylvania - The Wharton School 1984 — 1987
B.S., Accounting/Finance
The University of Chicago 1983 — 1984
Wunderlich Securities July 2014 - Present
Brean Murray, Carret & Co. May 2005 - July 2014
JB Hanauer Co. April 2004 - February 2005
Northeast Securities April 2004 - February 2005
Ladenburg Thalmann September 1999 - September 2002
Paribas 1988 - 1991
Education
University of California, Berkeley, Haas School of Business 1991 — 1993
MBA
University of Pennsylvania - The Wharton School 1984 — 1987
B.S., Accounting/Finance
The University of Chicago 1983 — 1984
Todd Mitchell's Brean Murray, Carret & Co. Experience June 2011 - December 2012
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
Vishaal Turakhia Vishaal Turakhia's Brean Murray, Carret & Co. Experience June 2009 - October 2010
Job Investment Banking at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets August 2012 - Present
Goldman Sachs October 2010 - August 2012
Brean Murray, Carret & Co. June 2009 - October 2010
Education
University of Rochester - Simon Business School 2008 — 2009
MS, Finance
Ithaca College
RBC Capital Markets August 2012 - Present
Goldman Sachs October 2010 - August 2012
Brean Murray, Carret & Co. June 2009 - October 2010
Education
University of Rochester - Simon Business School 2008 — 2009
MS, Finance
Ithaca College
Roger Cohen Roger Cohen's Brean Murray, Carret & Co. Experience May 1997 - September 2000
Job Chief Financial Officer, TA McKay
Industry Accounting
Experience
Quickbooks applications January 2012 - Present
T. A. McKay August 2011 - Present
Middlesex County College September 2009 - Present
Bookkeeping, Taxes and More, LLP, May 2007 - Present
Bank of New York Mellon September 2000 - May 2007
BNY ConvergEx 2000 - 2007
Brean Murray, Carret & Co. May 1997 - September 2000
Intercapital Garban May 1982 - September 1997
Ernst and Young June 1972 - May 1982
Skills
Financial Reporting, Accounting, Financial Services, Investments, Real Estate, Financial Accounting, Administrative..., Computerized Systems
Education
University of Pennsylvania - The Wharton School 1971 — 1972
MS, Accounting
City University of New York-Brooklyn College 1967 — 1971
BS, Accounting
Quickbooks applications January 2012 - Present
T. A. McKay August 2011 - Present
Middlesex County College September 2009 - Present
Bookkeeping, Taxes and More, LLP, May 2007 - Present
Bank of New York Mellon September 2000 - May 2007
BNY ConvergEx 2000 - 2007
Brean Murray, Carret & Co. May 1997 - September 2000
Intercapital Garban May 1982 - September 1997
Ernst and Young June 1972 - May 1982
Skills
Financial Reporting, Accounting, Financial Services, Investments, Real Estate, Financial Accounting, Administrative..., Computerized Systems
Education
University of Pennsylvania - The Wharton School 1971 — 1972
MS, Accounting
City University of New York-Brooklyn College 1967 — 1971
BS, Accounting
Gene Mack's Brean Murray, Carret & Co. Experience August 2012 - February 2014
Job Senior Director at Edge Therapeutics, Inc.
Industry Biotechnology
Experience
Edge Therapeutics, Inc. February 2014 - Present
Brean Murray, Carret & Co. August 2012 - February 2014
Mizuho Securities USA Inc. January 2011 - August 2012
Soleil Securities September 2009 - January 2011
Lazard Capital Markets May 2008 - April 2009
HSBC 2005 - 2008
Lazard Freres & Co. January 2003 - May 2005
Gruntal & Co June 2000 - December 2003
Columbia University June 1995 - December 1996
Education
Fordham University
BS
Edge Therapeutics, Inc. February 2014 - Present
Brean Murray, Carret & Co. August 2012 - February 2014
Mizuho Securities USA Inc. January 2011 - August 2012
Soleil Securities September 2009 - January 2011
Lazard Capital Markets May 2008 - April 2009
HSBC 2005 - 2008
Lazard Freres & Co. January 2003 - May 2005
Gruntal & Co June 2000 - December 2003
Columbia University June 1995 - December 1996
Education
Fordham University
BS
Damion DiGrazia's Brean Murray, Carret & Co. Experience January 2012 - June 2012
Job Business Intelligence Management Consultant / Analyst
Industry Financial Services
Experience
Morgan Stanley / Traxion Group July 2014 - Present
Good Shepherd-Faith Presbyterian Church April 2011 - Present
Investcorp March 2014 - May 2014
United Nations August 2013 - February 2014
STOXX Ltd January 2013 - May 2013
Cypress Associates LLC June 2012 - September 2012
Brean Murray, Carret & Co. January 2012 - June 2012
United Nations October 2011 - January 2012
Oberon Securities, LLC February 2011 - June 2011
Bloomberg July 2010 - December 2010
Skills
Research, PowerPoint, Access, SNL, Factiva, Bloomberg, ThomsonOne, Capital IQ, EDGAR, Outlook, SharePoint, DCF Valuation, Comparable Analysis, Precedent Transactions, Microsoft Excel, Microsoft Word, Quantitative Analytics, Economics, Market Research, Leadership, Data Analysis, Management, Social Media, Editing, Finance, Microsoft Office
Education
Harvard University Extension School 2011 — 2013
Master of Liberal Arts, Finance
Columbia University in the City of New York 2008 — 2011
Bachelor of Arts, Sociology
New York Institute of Technology-Old Westbury 2006 — 2007
Bachelor of Science in Business Administration, Small Business Management and Entrepreneurship Option
United States Air Force 2001 — 2002
Technical Training, Power Production Specialist
Morgan Stanley / Traxion Group July 2014 - Present
Good Shepherd-Faith Presbyterian Church April 2011 - Present
Investcorp March 2014 - May 2014
United Nations August 2013 - February 2014
STOXX Ltd January 2013 - May 2013
Cypress Associates LLC June 2012 - September 2012
Brean Murray, Carret & Co. January 2012 - June 2012
United Nations October 2011 - January 2012
Oberon Securities, LLC February 2011 - June 2011
Bloomberg July 2010 - December 2010
Skills
Research, PowerPoint, Access, SNL, Factiva, Bloomberg, ThomsonOne, Capital IQ, EDGAR, Outlook, SharePoint, DCF Valuation, Comparable Analysis, Precedent Transactions, Microsoft Excel, Microsoft Word, Quantitative Analytics, Economics, Market Research, Leadership, Data Analysis, Management, Social Media, Editing, Finance, Microsoft Office
Education
Harvard University Extension School 2011 — 2013
Master of Liberal Arts, Finance
Columbia University in the City of New York 2008 — 2011
Bachelor of Arts, Sociology
New York Institute of Technology-Old Westbury 2006 — 2007
Bachelor of Science in Business Administration, Small Business Management and Entrepreneurship Option
United States Air Force 2001 — 2002
Technical Training, Power Production Specialist
Anna Arshinova Anna Arshinova's Brean Murray, Carret & Co. Experience October 2005 - March 2008
Job Financial Consulting, Planning and Forecasting
Industry Financial Services
Experience
Richline Group, a Berkshire Hathaway Company March 2012 - Present
Pinnadyne Inc. August 2011 - Present
Joseph Gunnar & Co. March 2008 - July 2011
Investment Banking. Joseph Gunnar & Co March 2008 - July 2011
Brean Murray, Carret & Co. October 2005 - March 2008
Brean Murray, Carret & Co October 2005 - March 2008
Maxim Group October 2003 - October 2005
Investment Banking. Maxim Group LLC October 2003 - October 2005
Empire Technologies 2001 - 2002
Education
Pace University 2002 — 2004
B.B.A, Finance
Pace University - Lubin School of Business 2002 — 2004
BBA, Finance
Ocean County College 2000 — 2001
AAS, Business Administration
Ocean County College 2000 — 2001
A.A.S, Business Administration
Moscow State University of Civil Engineering 1997 — 1998
Economics and Management of Construction Business
Московский Государственный Строительный Университет (МГСУ) 1996 — 1997
Automated System Controls
Richline Group, a Berkshire Hathaway Company March 2012 - Present
Pinnadyne Inc. August 2011 - Present
Joseph Gunnar & Co. March 2008 - July 2011
Investment Banking. Joseph Gunnar & Co March 2008 - July 2011
Brean Murray, Carret & Co. October 2005 - March 2008
Brean Murray, Carret & Co October 2005 - March 2008
Maxim Group October 2003 - October 2005
Investment Banking. Maxim Group LLC October 2003 - October 2005
Empire Technologies 2001 - 2002
Education
Pace University 2002 — 2004
B.B.A, Finance
Pace University - Lubin School of Business 2002 — 2004
BBA, Finance
Ocean County College 2000 — 2001
AAS, Business Administration
Ocean County College 2000 — 2001
A.A.S, Business Administration
Moscow State University of Civil Engineering 1997 — 1998
Economics and Management of Construction Business
Московский Государственный Строительный Университет (МГСУ) 1996 — 1997
Automated System Controls
Tim Zhao Tim Zhao's Brean Murray, Carret & Co. Experience June 2011 - August 2011
Job Senior Manager at American Express
Industry Financial Services
Experience
American Express September 2015 - Present
American Express June 2013 - September 2015
Fitch Ratings March 2012 - June 2013
Christie's October 2011 - December 2011
Brean Murray, Carret & Co. June 2011 - August 2011
SK Energy July 2009 - August 2009
Skills
Machine Learning, Predictive Analytics, Data Visualization, Fraud Detection, Credit Risk, SAS
Education
Columbia University, Department of Industrial Engineering & Operations Research 2010 — 2012
Master of Science (MS), Engineering Management Systems
National University of Singapore / NUS 2010 — 2010
Research Assistant, Venture Creation
Fudan University, School of Management 2006 — 2010
BS, Management Science
The Affiliated High School of South China Normal University 2003 — 2006
American Express September 2015 - Present
American Express June 2013 - September 2015
Fitch Ratings March 2012 - June 2013
Christie's October 2011 - December 2011
Brean Murray, Carret & Co. June 2011 - August 2011
SK Energy July 2009 - August 2009
Skills
Machine Learning, Predictive Analytics, Data Visualization, Fraud Detection, Credit Risk, SAS
Education
Columbia University, Department of Industrial Engineering & Operations Research 2010 — 2012
Master of Science (MS), Engineering Management Systems
National University of Singapore / NUS 2010 — 2010
Research Assistant, Venture Creation
Fudan University, School of Management 2006 — 2010
BS, Management Science
The Affiliated High School of South China Normal University 2003 — 2006
Barbara Coffey Barbara Coffey's Brean Murray, Carret & Co. Experience 2004 - 2006
Job Analyst Bloomberg
Industry Financial Services
Experience
Bloomberg LP June 2015 - Present
Standard & Poor's 2012 - 2014
Brigantine Advisors 2010 - 2012
JumpStart Internship - Program of the Levin Instittute 2010 - 2010
Kaufman Bros. 2006 - 2009
Brean Murray, Carret & Co. 2004 - 2006
Jefferies & Company 2001 - 2004
iVillage 1999 - 2001
Bank of America 1999 - 1999
Deutsche Bank 1995 - 1999
Skills
Equity Research, Equity Valuation, Financial Modeling, Financial Analysis, Forecasting, Due Diligence, Market Analysis, Series 7, Series 63, Series 24, Competitive Analysis, Capital Markets, Mergers & Acquisitions, Venture Capital, Asset Management, Investments, Investment Banking, Analysis, Start-ups, Corporate Finance, Valuation, Securities, Equities, Digital Media, Software
Education
Rutgers-Masters of Information(formerly MLIS, expected 2015), Fuqua,Duke - MBA & Wellesley - BA Econ
Rutgers University-New Brunswick 2013 — 2015
Masters of Information, (formerly Master of Library & Information Science), Digital Libraries Specialty and completed coursework for proposed Big Data Specialty
Duke University - The Fuqua School of Business
MBA, Finance
Wellesley College
BA, Economics
Pingry Shcool
High School
Bloomberg LP June 2015 - Present
Standard & Poor's 2012 - 2014
Brigantine Advisors 2010 - 2012
JumpStart Internship - Program of the Levin Instittute 2010 - 2010
Kaufman Bros. 2006 - 2009
Brean Murray, Carret & Co. 2004 - 2006
Jefferies & Company 2001 - 2004
iVillage 1999 - 2001
Bank of America 1999 - 1999
Deutsche Bank 1995 - 1999
Skills
Equity Research, Equity Valuation, Financial Modeling, Financial Analysis, Forecasting, Due Diligence, Market Analysis, Series 7, Series 63, Series 24, Competitive Analysis, Capital Markets, Mergers & Acquisitions, Venture Capital, Asset Management, Investments, Investment Banking, Analysis, Start-ups, Corporate Finance, Valuation, Securities, Equities, Digital Media, Software
Education
Rutgers-Masters of Information(formerly MLIS, expected 2015), Fuqua,Duke - MBA & Wellesley - BA Econ
Rutgers University-New Brunswick 2013 — 2015
Masters of Information, (formerly Master of Library & Information Science), Digital Libraries Specialty and completed coursework for proposed Big Data Specialty
Duke University - The Fuqua School of Business
MBA, Finance
Wellesley College
BA, Economics
Pingry Shcool
High School
Rich Petrone's Brean Murray, Carret & Co. Experience August 2010 - January 2013
Job Sr Sales Trader at LXM Group
Industry Investment Management
Experience
LXM Group September 2015 - Present
Dealflow.com November 2014 - August 2015
Brean Murray, Carret & Co. August 2010 - January 2013
US CONGRESSIONAL PRIMARY CANDIDATE January 2009 - October 2010
Natixis Bleichroeder May 2005 - February 2008
Bear Stearns 1996 - 2005
Skills
Equities, Trading, Series 7, Securities, Equity Trading, Series 63, Alternative Investments, Sales, Investments, Investment Banking, Bloomberg, FINRA, Hedge Funds, Series 24, Electronic Trading, Fixed Income, Options, ETFs, Capital Markets, Financial Markets, Geopolitics, Bonds, Trading Systems, Coaching, Equity Research, Residential Mortgage..., Contract Negotiation, Business Efficiency, Strategic Planning, Relationship Management, Employee Relations, Sales Management, Divorce mediation, Entrepreneurship, Mortgage Reductions, Management Consulting, Finance
Education
State University of New York at Albany 1987 — 1991
B.A., political science
South Side High School 1983 — 1987
regents, Political Science and Government
LXM Group September 2015 - Present
Dealflow.com November 2014 - August 2015
Brean Murray, Carret & Co. August 2010 - January 2013
US CONGRESSIONAL PRIMARY CANDIDATE January 2009 - October 2010
Natixis Bleichroeder May 2005 - February 2008
Bear Stearns 1996 - 2005
Skills
Equities, Trading, Series 7, Securities, Equity Trading, Series 63, Alternative Investments, Sales, Investments, Investment Banking, Bloomberg, FINRA, Hedge Funds, Series 24, Electronic Trading, Fixed Income, Options, ETFs, Capital Markets, Financial Markets, Geopolitics, Bonds, Trading Systems, Coaching, Equity Research, Residential Mortgage..., Contract Negotiation, Business Efficiency, Strategic Planning, Relationship Management, Employee Relations, Sales Management, Divorce mediation, Entrepreneurship, Mortgage Reductions, Management Consulting, Finance
Education
State University of New York at Albany 1987 — 1991
B.A., political science
South Side High School 1983 — 1987
regents, Political Science and Government
Melissa Karas Melissa Karas's Brean Murray, Carret & Co. Experience January 2008 - September 2011
Job Credit Analyst at RGA Reinsurance Company
Industry Financial Services
Experience
Reinsurance Group of America, Incorporated January 2014 - Present
Mercy April 2012 - July 2013
Brean Murray, Carret & Co. January 2008 - September 2011
A. G. Edwards & Sons September 2006 - November 2007
L. J. Hart & Company December 2004 - June 2006
Marsh & McLennan Companies, Inc. June 2002 - December 2004
Skills
Financial Modeling, Equity Valuation, Thomson One, Financial Analysis, Variance Analysis, Budget Forecast, Market Data, Indices, Investment Banking, Equity Research, Fixed Income Research, Bonds, Highly Analytical, Well-organized, Self Driven, Eye For Detail, Observant, Due Diligence, Cash Management, Series 7, Bloomberg, Equities, Corporate Finance, Financial Risk, Forecasting, Securities, Series 63, Structured Finance, Strategic Financial..., Financial Reporting, Business Analysis, Finance, Investments, Analysis
Education
Maryville University of Saint Louis 1997 — 2001
Bachelor of Science, Business Administration
Reinsurance Group of America, Incorporated January 2014 - Present
Mercy April 2012 - July 2013
Brean Murray, Carret & Co. January 2008 - September 2011
A. G. Edwards & Sons September 2006 - November 2007
L. J. Hart & Company December 2004 - June 2006
Marsh & McLennan Companies, Inc. June 2002 - December 2004
Skills
Financial Modeling, Equity Valuation, Thomson One, Financial Analysis, Variance Analysis, Budget Forecast, Market Data, Indices, Investment Banking, Equity Research, Fixed Income Research, Bonds, Highly Analytical, Well-organized, Self Driven, Eye For Detail, Observant, Due Diligence, Cash Management, Series 7, Bloomberg, Equities, Corporate Finance, Financial Risk, Forecasting, Securities, Series 63, Structured Finance, Strategic Financial..., Financial Reporting, Business Analysis, Finance, Investments, Analysis
Education
Maryville University of Saint Louis 1997 — 2001
Bachelor of Science, Business Administration
Neal Brown Neal Brown's Brean Murray, Carret & Co. Experience June 2009 - August 2009
Job Analyst at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors March 2014 - Present
Morgan Stanley Wealth Management August 2010 - March 2014
Brean Murray, Carret & Co. June 2009 - August 2009
Summit Commercial Real Estate, LLC June 2008 - August 2008
FrontLine Compliance, LLC June 2007 - August 2007
Skills
Portfolio Management, Investments, Equities, Capital Markets, Customer Service, Excel, Customer Relations, Financial Planning, Microsoft Office, Mutual Funds, Word, Bloomberg, Finance, Hedge Funds, Investment Management, Institutional Sales, Institutional...
Education
Hobart and William Smith Colleges 2006 — 2010
Economics/Political Science, Macro Economics, American Politics
Landon School 2003 — 2006
Allianz Global Investors March 2014 - Present
Morgan Stanley Wealth Management August 2010 - March 2014
Brean Murray, Carret & Co. June 2009 - August 2009
Summit Commercial Real Estate, LLC June 2008 - August 2008
FrontLine Compliance, LLC June 2007 - August 2007
Skills
Portfolio Management, Investments, Equities, Capital Markets, Customer Service, Excel, Customer Relations, Financial Planning, Microsoft Office, Mutual Funds, Word, Bloomberg, Finance, Hedge Funds, Investment Management, Institutional Sales, Institutional...
Education
Hobart and William Smith Colleges 2006 — 2010
Economics/Political Science, Macro Economics, American Politics
Landon School 2003 — 2006
Frank Jordan's Brean Murray, Carret & Co. Experience January 2009 - December 2010
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
Rebecca Everson's Brean Murray, Carret & Co. Experience January 2013 - December 2013
Job Trademark Researcher at Corsearch | Wolters Kluwer Corporate Legal Services
Industry Financial Services
Experience
Corsearch Wolters Kluwer Corporate Legal Services March 2015 - Present
Corsearch Wolters Kluwer Corporate Legal Services January 2014 - Present
Brean Murray, Carret & Co. January 2013 - December 2013
Mahler & Emerson October 2011 - December 2012
Health Guru Media June 2011 - August 2011
Giorgio Armani June 2010 - August 2010
Wells Fargo Advisors June 2009 - August 2009
A Miner Miracle June 2008 - August 2008
Skills
Excel, Economics, PowerPoint, Word, Research, Microsoft Office, Data Analysis, Outlook, Financial Analysis, Social Media, Mac, Investments, Blogging, Asset Managment, Analysis, Account Reconciliation, Retek, Retail, iPhoto, Google Adwords, Google Analytics, Web Tracking, Cost Basis Reporting, Microsoft Excel, Equity Research, Facebook, Marketing, Bloomberg
Education
Denison University 2007 — 2011
BA, Economics
University of St. Thomas
Corsearch Wolters Kluwer Corporate Legal Services March 2015 - Present
Corsearch Wolters Kluwer Corporate Legal Services January 2014 - Present
Brean Murray, Carret & Co. January 2013 - December 2013
Mahler & Emerson October 2011 - December 2012
Health Guru Media June 2011 - August 2011
Giorgio Armani June 2010 - August 2010
Wells Fargo Advisors June 2009 - August 2009
A Miner Miracle June 2008 - August 2008
Skills
Excel, Economics, PowerPoint, Word, Research, Microsoft Office, Data Analysis, Outlook, Financial Analysis, Social Media, Mac, Investments, Blogging, Asset Managment, Analysis, Account Reconciliation, Retek, Retail, iPhoto, Google Adwords, Google Analytics, Web Tracking, Cost Basis Reporting, Microsoft Excel, Equity Research, Facebook, Marketing, Bloomberg
Education
Denison University 2007 — 2011
BA, Economics
University of St. Thomas
Mel Herman Mel Herman's Brean Murray, Carret & Co. Experience 2005 - 2007
Job President & CEO at XTF Inc.
Industry Financial Services
Experience
XTF Inc. July 2007 - Present
Brean Murray, Carret & Co. 2005 - 2007
CFC Consulting, LLC 2002 - 2005
Oppenheimer & Co. 1977 - 2002
Skills
Capital Markets, Mutual Funds, Alternative Investments, Hedge Funds, Investments, Investment Strategies, Asset Allocation, ETFs, Asset Management, Equities, Fixed Income, Series 7, Series 63, Private Equity, Financial Analysis, Securities, Management, Portfolio Management, Trading, Investment Management, Equity Research, Asset Managment, Financial Modeling
Education
City University of New York-Brooklyn College
BS, Accounting
Pace University - Lubin School of Business
MS, Taxation
XTF Inc. July 2007 - Present
Brean Murray, Carret & Co. 2005 - 2007
CFC Consulting, LLC 2002 - 2005
Oppenheimer & Co. 1977 - 2002
Skills
Capital Markets, Mutual Funds, Alternative Investments, Hedge Funds, Investments, Investment Strategies, Asset Allocation, ETFs, Asset Management, Equities, Fixed Income, Series 7, Series 63, Private Equity, Financial Analysis, Securities, Management, Portfolio Management, Trading, Investment Management, Equity Research, Asset Managment, Financial Modeling
Education
City University of New York-Brooklyn College
BS, Accounting
Pace University - Lubin School of Business
MS, Taxation
Mark Sun's Brean Murray, Carret & Co. Experience September 2012 - December 2014
Job VP Capital Markets at Santander Consumer USA Inc.
Industry Financial Services
Experience
Brean Murray, Carret & Co. September 2012 - December 2014
Broadpoint Capital, Inc. October 2009 - February 2012
J.P. Morgan Securities, Inc. June 2004 - January 2008
Barclays Capital June 2001 - June 2004
Citibank 2000 - 2001
Fitch 1996 - 2000
Skills
Capital Markets, Cash Flow Forecasting, Strategic Planning, ABS, Securitization, Structured Finance, Acquisitions, Fixed Income, Public Speaking, Private Placements, Financial Transactions, Team Building, Loan Origination, Microsoft Excel, Structured Products, Venture Capital, Alternative Investments, Investments, Securities, Investment Banking, Emerging Markets, Financial Structuring, Bonds, Valuation, Portfolio Management, Hedge Funds, Derivatives, Financial Modeling, Private Equity
Education
Columbia University - School of International and Public Affairs 1992 — 1994
MIA, International Business
University of Rochester 1985 — 1989
ba, economics
Brean Murray, Carret & Co. September 2012 - December 2014
Broadpoint Capital, Inc. October 2009 - February 2012
J.P. Morgan Securities, Inc. June 2004 - January 2008
Barclays Capital June 2001 - June 2004
Citibank 2000 - 2001
Fitch 1996 - 2000
Skills
Capital Markets, Cash Flow Forecasting, Strategic Planning, ABS, Securitization, Structured Finance, Acquisitions, Fixed Income, Public Speaking, Private Placements, Financial Transactions, Team Building, Loan Origination, Microsoft Excel, Structured Products, Venture Capital, Alternative Investments, Investments, Securities, Investment Banking, Emerging Markets, Financial Structuring, Bonds, Valuation, Portfolio Management, Hedge Funds, Derivatives, Financial Modeling, Private Equity
Education
Columbia University - School of International and Public Affairs 1992 — 1994
MIA, International Business
University of Rochester 1985 — 1989
ba, economics
Michael McTighe, CFA, CMA's Brean Murray, Carret & Co. Experience March 2005 - December 2005
Job Financial Analyst and Consultant
Industry Financial Services
Experience
Contractor, Zest Finance Inc January 2015 - Present
Olympia Capital Markets Group September 2010 - April 2011
Nollenberger Capital July 2006 - December 2007
Brean Murray, Carret & Co. March 2005 - December 2005
First Albany Capital May 2003 - February 2005
CIBC World Markets (formerly Oppenheimer & Co,) 1998 - 2003
Oppenheimer & Co. September 1995 - December 1997
Skills
Equity Research, Equities, Series 7, Hedge Funds, Capital Markets, Equity Valuation, Series 63, Valuation, Investment Banking, Financial Modeling, Portfolio Management, Investments, Trading, Equity Trading, Bloomberg, Corporate Finance, Securities, Due Diligence, Financial Analysis, Asset Allocation, Investment Strategies, Chartered Financial..., Finance, Alternative Investments
Education
Boston College 1991 — 1995
Bachelor of Science (BS), Finance, General
Christian Brothers Academy
Contractor, Zest Finance Inc January 2015 - Present
Olympia Capital Markets Group September 2010 - April 2011
Nollenberger Capital July 2006 - December 2007
Brean Murray, Carret & Co. March 2005 - December 2005
First Albany Capital May 2003 - February 2005
CIBC World Markets (formerly Oppenheimer & Co,) 1998 - 2003
Oppenheimer & Co. September 1995 - December 1997
Skills
Equity Research, Equities, Series 7, Hedge Funds, Capital Markets, Equity Valuation, Series 63, Valuation, Investment Banking, Financial Modeling, Portfolio Management, Investments, Trading, Equity Trading, Bloomberg, Corporate Finance, Securities, Due Diligence, Financial Analysis, Asset Allocation, Investment Strategies, Chartered Financial..., Finance, Alternative Investments
Education
Boston College 1991 — 1995
Bachelor of Science (BS), Finance, General
Christian Brothers Academy
Leigh Rivlin's Brean Murray, Carret & Co. Experience May 2010 - January 2011
Job Strategy Consultant
Industry Marketing and Advertising
Experience
Self-Employed May 2014 - Present
Interbrand March 2013 - June 2013
Interbrand January 2011 - February 2013
Brean Murray, Carret & Co. May 2010 - January 2011
Brean Murray, Carret & Co. September 2008 - May 2010
Brean Murray, Carret & Co. September 2007 - September 2008
American Bankers Association June 2005 - August 2007
Skills
Competitive Analysis, New Business Development, Brand Management, Strategy, Marketing, Strategic Planning, Brand Development, Marketing Strategy, Business Development, Business Strategy, Marketing Communications, Integrated Marketing
Education
Amherst College 2003 — 2007
Bachelor of Arts, Political Science and Spanish
Universidad de Sevilla 2005 — 2005
Self-Employed May 2014 - Present
Interbrand March 2013 - June 2013
Interbrand January 2011 - February 2013
Brean Murray, Carret & Co. May 2010 - January 2011
Brean Murray, Carret & Co. September 2008 - May 2010
Brean Murray, Carret & Co. September 2007 - September 2008
American Bankers Association June 2005 - August 2007
Skills
Competitive Analysis, New Business Development, Brand Management, Strategy, Marketing, Strategic Planning, Brand Development, Marketing Strategy, Business Development, Business Strategy, Marketing Communications, Integrated Marketing
Education
Amherst College 2003 — 2007
Bachelor of Arts, Political Science and Spanish
Universidad de Sevilla 2005 — 2005
Donald Spanel's Brean Murray, Carret & Co. Experience 2006 - 2007
Job Supervisory Analyst at Deutsche Bank, New York
Industry Financial Services
Experience
Deutsche Bank April 2007 - Present
Deutsche Bank Securities 2007 - Present
Brean Murray, Carret & Co. 2006 - 2007
Lazard 2003 - 2006
Credit Suisse First Boston 1999 - 2002
Skills
Equity Research, Investment Banking, Capital Markets, Equities, Valuation
Education
University of Toronto - University College 1978 — 1981
PhD, Near Eastern Studies (Egyptology)
University of Oxford 1974 — 1977
BA, Oriental Studies (Egyptology)
Princeton University 1970 — 1974
BA, Classics
Deutsche Bank April 2007 - Present
Deutsche Bank Securities 2007 - Present
Brean Murray, Carret & Co. 2006 - 2007
Lazard 2003 - 2006
Credit Suisse First Boston 1999 - 2002
Skills
Equity Research, Investment Banking, Capital Markets, Equities, Valuation
Education
University of Toronto - University College 1978 — 1981
PhD, Near Eastern Studies (Egyptology)
University of Oxford 1974 — 1977
BA, Oriental Studies (Egyptology)
Princeton University 1970 — 1974
BA, Classics
Aaron Hartley's Brean Murray, Carret & Co. Experience October 2010 - September 2012
Job Equity Research Associate Biotechnology at Ladenburg Thalmann
Industry Investment Management
Experience
Ladenburg Thalmann October 2012 - July 2013
Brean Murray, Carret & CO. October 2010 - September 2012
Meridian Equity Partners March 2010 - July 2010
The University of Akron June 2004 - August 2004
Skills
Series 7, Equities, Equity Trading, ETFs, Bloomberg, Equity Derivatives, Options, Derivatives, Trading, Investments, Securities, Portfolio Management, Capital Markets, Financial Modeling
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2007 — 2009
MBA, Finance
The University of Akron 2005 — 2007
Graduate coursework and research in Chemistry, Organic Chemistry
The University of Akron 2001 — 2004
Bachelor of Science in Chemistry, Polymer Option, Chemistry
Ladenburg Thalmann October 2012 - July 2013
Brean Murray, Carret & CO. October 2010 - September 2012
Meridian Equity Partners March 2010 - July 2010
The University of Akron June 2004 - August 2004
Skills
Series 7, Equities, Equity Trading, ETFs, Bloomberg, Equity Derivatives, Options, Derivatives, Trading, Investments, Securities, Portfolio Management, Capital Markets, Financial Modeling
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2007 — 2009
MBA, Finance
The University of Akron 2005 — 2007
Graduate coursework and research in Chemistry, Organic Chemistry
The University of Akron 2001 — 2004
Bachelor of Science in Chemistry, Polymer Option, Chemistry
Raymond Deacon's Brean Murray, Carret & Co. Experience July 2011 - April 2014
Job Investor Relations at Warren E&P
Industry Investment Banking
Experience
Warren E&P June 2015 - Present
Energy Argus LLC December 2014 - Present
Canaccord Genuity Group Inc. April 2014 - November 2014
Brean Murray, Carret & Co. July 2011 - April 2014
Pritchard Capital Partners August 2008 - July 2011
BMO Capital Markets June 2004 - June 2008
First Albany Capital 2004 - 2005
Forest Oil Corporation November 2002 - March 2003
Dain Raushcer 1997 - 2002
Capital One Southcoast January 1997 - August 1999
Skills
Equities, Investment Banking, Energy, Hedge Funds, Commodities, Proactive marketing, Employer Branding, Stock Picking, Commodity, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance
Columbia University in the City of New York 1990 — 1991
Masters of Arts, Classics
Colgate University 1986 — 1990
BA, Classics & German
Classical High School
Classical High School
Warren E&P June 2015 - Present
Energy Argus LLC December 2014 - Present
Canaccord Genuity Group Inc. April 2014 - November 2014
Brean Murray, Carret & Co. July 2011 - April 2014
Pritchard Capital Partners August 2008 - July 2011
BMO Capital Markets June 2004 - June 2008
First Albany Capital 2004 - 2005
Forest Oil Corporation November 2002 - March 2003
Dain Raushcer 1997 - 2002
Capital One Southcoast January 1997 - August 1999
Skills
Equities, Investment Banking, Energy, Hedge Funds, Commodities, Proactive marketing, Employer Branding, Stock Picking, Commodity, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance
Columbia University in the City of New York 1990 — 1991
Masters of Arts, Classics
Colgate University 1986 — 1990
BA, Classics & German
Classical High School
Classical High School
Bret Jones's Brean Murray, Carret & Co. Experience May 2009 - June 2011
Job HCIT Analyst at Oppenheimer & Co.
Industry Investment Banking
Experience
Oppenheimer & Co. April 2011 - Present
Brean Murray, Carret & Co. May 2009 - June 2011
Leerink Swann April 2005 - March 2009
Education
Indiana University - Kelley School of Business 2002 — 2004
MBA
Florida State University
BS, Finance
Oppenheimer & Co. April 2011 - Present
Brean Murray, Carret & Co. May 2009 - June 2011
Leerink Swann April 2005 - March 2009
Education
Indiana University - Kelley School of Business 2002 — 2004
MBA
Florida State University
BS, Finance
Cindy Guan's Brean Murray, Carret & Co. Experience January 2009 - April 2009
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2010 - Present
Columbia University January 2009 - May 2010
Columbia University September 2008 - May 2010
Brean Murray, Carret & Co. January 2009 - April 2009
Smart woman securities 2008 - 2009
Credit Suisse June 2008 - August 2008
JPMorgan Chase May 2007 - December 2007
Skills
Statistics, Investments, Investment Banking, High Yield, Equity Research, Biotechnology, Equities, Economics, Corporate Finance, Mergers, Financial Analysis, Financial Services, Fixed Income, Bloomberg, Quantitative Analytics, Financial Modeling, Research, Bloomberg Terminal, Valuation, Private Equity, Mergers & Acquisitions, Capital Markets, Capital IQ, Equity Valuation, Mandarin, DCF, Emerging Markets, Hedge Funds, Chinese, LBO, Venture Capital, Asset Management, Alternative Investments, Derivatives
Education
Columbia University in the City of New York 2006 — 2010
BS, Economics and Statistics
Stuyvesant High School 2002 — 2006
HS
Goldman Sachs July 2010 - Present
Columbia University January 2009 - May 2010
Columbia University September 2008 - May 2010
Brean Murray, Carret & Co. January 2009 - April 2009
Smart woman securities 2008 - 2009
Credit Suisse June 2008 - August 2008
JPMorgan Chase May 2007 - December 2007
Skills
Statistics, Investments, Investment Banking, High Yield, Equity Research, Biotechnology, Equities, Economics, Corporate Finance, Mergers, Financial Analysis, Financial Services, Fixed Income, Bloomberg, Quantitative Analytics, Financial Modeling, Research, Bloomberg Terminal, Valuation, Private Equity, Mergers & Acquisitions, Capital Markets, Capital IQ, Equity Valuation, Mandarin, DCF, Emerging Markets, Hedge Funds, Chinese, LBO, Venture Capital, Asset Management, Alternative Investments, Derivatives
Education
Columbia University in the City of New York 2006 — 2010
BS, Economics and Statistics
Stuyvesant High School 2002 — 2006
HS
Vitaly Sapiro, CFA's Brean Murray, Carret & Co. Experience August 2005 - January 2011
Job President, TITLE Boxing Club Nanuet
Industry Sports
Experience
TITLE Boxing Club Nanuet January 2012 - Present
Global Hunter Securities January 2011 - 2012
Brean Murray, Carret & Co. August 2005 - January 2011
IRG Research June 2003 - June 2005
Instinet Corporation August 1991 - April 2003
Chemical Bank June 1987 - August 1991
Skills
Equity Research, Series 7, Series 63, Equities, Investment Banking, Investments, Securities, Technical Analysis, Customer Relations, Financial Analysis, Trading, Bloomberg
Education
Fordham University - Graduate School of Business Administration
MBA, Finance
New York University
B.S., Quantitave Research and Statistics
TITLE Boxing Club Nanuet January 2012 - Present
Global Hunter Securities January 2011 - 2012
Brean Murray, Carret & Co. August 2005 - January 2011
IRG Research June 2003 - June 2005
Instinet Corporation August 1991 - April 2003
Chemical Bank June 1987 - August 1991
Skills
Equity Research, Series 7, Series 63, Equities, Investment Banking, Investments, Securities, Technical Analysis, Customer Relations, Financial Analysis, Trading, Bloomberg
Education
Fordham University - Graduate School of Business Administration
MBA, Finance
New York University
B.S., Quantitave Research and Statistics
Meredith Dunn's Brean Murray, Carret & Co. Experience June 2006 - June 2008
Job Headline
Industry Marketing and Advertising
Experience
Kepler Capital Markets June 2008 - July 2010
Brean Murray, Carret & Co. June 2006 - June 2008
LiveTechnology May 2004 - September 2005
Skills
Marketing, Event Planning, Blogging, Marketing Strategy, Media Relations, Editing, Corporate Communications, Project Management, Business Strategy, Public Relations, Copy Editing, Social Media Marketing, Digital Marketing, Online Advertising, SEO, Business Analysis, Email Marketing, Advertising, Investor Relations, Strategic Planning, Equities, Marketing Communications, User Experience, Account Management, Hedge Funds, Strategy
Education
Davidson College 1998 — 2002
Bachelor of Arts (B.A.), English
The Shipley School 1991 — 1998
Kepler Capital Markets June 2008 - July 2010
Brean Murray, Carret & Co. June 2006 - June 2008
LiveTechnology May 2004 - September 2005
Skills
Marketing, Event Planning, Blogging, Marketing Strategy, Media Relations, Editing, Corporate Communications, Project Management, Business Strategy, Public Relations, Copy Editing, Social Media Marketing, Digital Marketing, Online Advertising, SEO, Business Analysis, Email Marketing, Advertising, Investor Relations, Strategic Planning, Equities, Marketing Communications, User Experience, Account Management, Hedge Funds, Strategy
Education
Davidson College 1998 — 2002
Bachelor of Arts (B.A.), English
The Shipley School 1991 — 1998
Eric Wieczorek's Brean Murray, Carret & Co. Experience 1998 - 1999
Job Principal at Churchill Asset Management
Industry Investment Management
Experience
Churchill Asset Management 2015 - Present
Jefferies Asset Management / Apex Credit Partners 2014 - Present
The Blackstone Group / GSO Capital Partners 2010 - 2014
Churchill Financial Group 2006 - 2010
Praesidian Capital Investors 2003 - 2006
C.E. Unterberg, Towbin 1999 - 2003
Brean Murray, Carret & Co. 1998 - 1999
Skills
Financial Modeling, Valuation, Investment Banking, Mergers & Acquisitions, Due Diligence, Portfolio Management, Investments, Asset Management, Equities, Equity Research, Financial Structuring, Restructuring
Education
Brown University
A.B., Biochemistry / Premed
Churchill Asset Management 2015 - Present
Jefferies Asset Management / Apex Credit Partners 2014 - Present
The Blackstone Group / GSO Capital Partners 2010 - 2014
Churchill Financial Group 2006 - 2010
Praesidian Capital Investors 2003 - 2006
C.E. Unterberg, Towbin 1999 - 2003
Brean Murray, Carret & Co. 1998 - 1999
Skills
Financial Modeling, Valuation, Investment Banking, Mergers & Acquisitions, Due Diligence, Portfolio Management, Investments, Asset Management, Equities, Equity Research, Financial Structuring, Restructuring
Education
Brown University
A.B., Biochemistry / Premed
Maximilian Kruger's Brean Murray, Carret & Co. Experience June 2011 - October 2012
Job Product Manager, Advanced Technology at Edwards Lifesciences
Industry Medical Devices
Experience
Edwards Lifesciences March 2015 - Present
Edwards Lifesciences October 2012 - March 2015
Brean Murray, Carret & Co. June 2011 - October 2012
IMS Health November 2010 - June 2011
Skills
Financial Modeling, Series 7, Series 63, Series 86, Series 87
Education
Choate Rosemary Hall
University of Pennsylvania
Bioengineering
Edwards Lifesciences March 2015 - Present
Edwards Lifesciences October 2012 - March 2015
Brean Murray, Carret & Co. June 2011 - October 2012
IMS Health November 2010 - June 2011
Skills
Financial Modeling, Series 7, Series 63, Series 86, Series 87
Education
Choate Rosemary Hall
University of Pennsylvania
Bioengineering
Si Anthony Sr's Brean Murray, Carret & Co. Experience April 1985 - Present
Job Sr VP at Brean Murray, Carret & Co.
Industry Financial Services
Experience
Brean Murray, Carret & Co. April 1985 - Present
Education
Hobart and William Smith Colleges 1959 — 1963
Brean Murray, Carret & Co. April 1985 - Present
Education
Hobart and William Smith Colleges 1959 — 1963
Jim Yin's Brean Murray, Carret & Co. Experience February 2001 - October 2002
Job Manager, Data Scientist at Argus Information and Advisory Services
Industry Financial Services
Experience
Argus Information and Advisory Services September 2015 - Present
S&P Capital IQ August 2006 - April 2014
Ehrenkrantz King Nussbaum, Inc. April 2004 - May 2006
Brean Murray, Carret & Co. February 2001 - October 2002
Northrop Grumman Corporation November 1993 - August 1996
Skills
Equity Research, Financial Modeling, Valuation, Capital Markets, Equities, Bloomberg, Equity Valuation, Hedge Funds, Economics, Investment Banking, Fixed Income, Financial Analysis, DCF, Portfolio Management, Alternative Investments, Investments, Asset Management, Investment Strategies
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance, Accounting
University of California, Berkeley 1985 — 1990
Ph.D., Chemical Engineering
Massachusetts Institute of Technology 1981 — 1985
S.B., Chemical Engineering
Data Incubator
Argus Information and Advisory Services September 2015 - Present
S&P Capital IQ August 2006 - April 2014
Ehrenkrantz King Nussbaum, Inc. April 2004 - May 2006
Brean Murray, Carret & Co. February 2001 - October 2002
Northrop Grumman Corporation November 1993 - August 1996
Skills
Equity Research, Financial Modeling, Valuation, Capital Markets, Equities, Bloomberg, Equity Valuation, Hedge Funds, Economics, Investment Banking, Fixed Income, Financial Analysis, DCF, Portfolio Management, Alternative Investments, Investments, Asset Management, Investment Strategies
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance, Accounting
University of California, Berkeley 1985 — 1990
Ph.D., Chemical Engineering
Massachusetts Institute of Technology 1981 — 1985
S.B., Chemical Engineering
Data Incubator
Sewall Hodges's Brean Murray, Carret & Co. Experience 1983 - 1985
Job Managing Director, Pemetic Capital Management LLC
Industry Investment Management
Experience
Pemetic Capital Management LLC August 2003 - Present
Deutsche Asset Management 1995 - 2002
Arnhold and S. Bleichroeder 1985 - 1995
Brean Murray, Carret & Co. 1983 - 1985
Warburg, Paribas, Becker Inc. (acq. by Merrill Lynch) 1978 - 1981
Skills
Hedge Funds, Equities, Asset Managment, Portfolio Management, Investments, Alternative Investments, Investment Strategies, Asset Allocation, Fixed Income, Investment Management, Capital Markets, Mutual Funds, Valuation, Trading, Private Equity, Financial Modeling, Investment Advisory, Equity Research, Derivatives, Due Diligence
Education
University of Pennsylvania - The Wharton School 1981 — 1983
Master of Business Administration (M.B.A.), Finance and Marketing
Cornell University 1975 — 1978
Dual Degree Program: Bachelor of Science (B.S.), Bachelor of Arts (B.A.), Electrical and Electronics Engineering, Physics
Pemetic Capital Management LLC August 2003 - Present
Deutsche Asset Management 1995 - 2002
Arnhold and S. Bleichroeder 1985 - 1995
Brean Murray, Carret & Co. 1983 - 1985
Warburg, Paribas, Becker Inc. (acq. by Merrill Lynch) 1978 - 1981
Skills
Hedge Funds, Equities, Asset Managment, Portfolio Management, Investments, Alternative Investments, Investment Strategies, Asset Allocation, Fixed Income, Investment Management, Capital Markets, Mutual Funds, Valuation, Trading, Private Equity, Financial Modeling, Investment Advisory, Equity Research, Derivatives, Due Diligence
Education
University of Pennsylvania - The Wharton School 1981 — 1983
Master of Business Administration (M.B.A.), Finance and Marketing
Cornell University 1975 — 1978
Dual Degree Program: Bachelor of Science (B.S.), Bachelor of Arts (B.A.), Electrical and Electronics Engineering, Physics
Eric Oden's Brean Murray, Carret & Co. Experience VP Instutional SalesBrean Murray, Carret & Co.August 2005 - Present
Job VP Instutional Sales at Brean Murray, Carret & Co.
Industry Investment Banking
Experience
Brean Murray, Carret & Co. VP Instutional SalesBrean Murray, Carret & Co.August 2005 - Present
Education
College of the Holy Cross 1979 — 1983
B.A., Sociology
Brean Murray, Carret & Co. VP Instutional SalesBrean Murray, Carret & Co.August 2005 - Present
Education
College of the Holy Cross 1979 — 1983
B.A., Sociology
Aric Cleland's Brean Murray, Carret & Co. Experience 2008 - 2010
Job Vice President,Wealth Management at Northern Trust
Industry Financial Services
Experience
Northern Trust 2014 - Present
Goldman Sachs 2010 - 2014
Brean Murray, Carret & Co. 2008 - 2010
WR Hambrecht + Co 2003 - 2008
Wachovia Securities 1999 - 2003
EVEREN Securities 1995 - 1999
The Chicago Corporation 1987 - 1995
Skills
Wealth Management, Investments, Asset Management, Financial Services, High Net Worth..., Portfolio Management, Equities, Alternative Investments, Banking, Wealth, Financial Modeling
Education
University of Kansas 1983 — 1987
BS, Business
Northern Trust 2014 - Present
Goldman Sachs 2010 - 2014
Brean Murray, Carret & Co. 2008 - 2010
WR Hambrecht + Co 2003 - 2008
Wachovia Securities 1999 - 2003
EVEREN Securities 1995 - 1999
The Chicago Corporation 1987 - 1995
Skills
Wealth Management, Investments, Asset Management, Financial Services, High Net Worth..., Portfolio Management, Equities, Alternative Investments, Banking, Wealth, Financial Modeling
Education
University of Kansas 1983 — 1987
BS, Business
Christopher Noon's Brean Murray, Carret & Co. Experience June 2007 - March 2013
Job Investment Banking Associate at Sheshunoff & Co. Investment Banking
Industry Research
Experience
Sheshunoff & Co. Investment Banking July 2015 - Present
Cooper Consulting Company May 2014 - July 2015
Susquehanna International Group, LLP (SIG) April 2013 - January 2014
Brean Murray, Carret & Co. June 2007 - March 2013
Lockheed Martin July 2006 - May 2007
Skills
Financial Modeling, Equities, Equity Research, Bloomberg, Valuation, Investments, Capital Markets, Financial Analysis, Investment Banking, Corporate Finance, Securities, Hedge Funds, Due Diligence, Asset Management, Portfolio Management, Financial Accounting, Magicians, Lasso, Options, Equity Trading, Jump Rope, VBA
Education
Southern Methodist University 2002 — 2006
Bachelor of Science (B.S.), Engineering Management, Information & Systems
Southern Methodist University 2002 — 2006
Bachelor of Arts (B.A.), Mathematics
Jesuit College Preparatory School of Dallas 1998 — 2002
Sheshunoff & Co. Investment Banking July 2015 - Present
Cooper Consulting Company May 2014 - July 2015
Susquehanna International Group, LLP (SIG) April 2013 - January 2014
Brean Murray, Carret & Co. June 2007 - March 2013
Lockheed Martin July 2006 - May 2007
Skills
Financial Modeling, Equities, Equity Research, Bloomberg, Valuation, Investments, Capital Markets, Financial Analysis, Investment Banking, Corporate Finance, Securities, Hedge Funds, Due Diligence, Asset Management, Portfolio Management, Financial Accounting, Magicians, Lasso, Options, Equity Trading, Jump Rope, VBA
Education
Southern Methodist University 2002 — 2006
Bachelor of Science (B.S.), Engineering Management, Information & Systems
Southern Methodist University 2002 — 2006
Bachelor of Arts (B.A.), Mathematics
Jesuit College Preparatory School of Dallas 1998 — 2002
Junyuan Lau's Brean Murray, Carret & Co. Experience 2009 - 2009
Job Masters in Computer Science Student
Industry Computer Software
Experience
Caygan Capital Pte Ltd March 2015 - September 2015
Standard Chartered Bank 2012 - 2015
Nomura 2010 - 2011
Standard Chartered Bank 2009 - 2009
Brean Murray, Carret & Co. 2009 - 2009
Standard Chartered Bank 2007 - 2008
Skills
Credit Risk, Financial Analysis, Trading, Financial Modeling, Asset Management, Equity Research, Bloomberg, Capital Markets, Corporate Finance, Equities, Portfolio Management, Valuation, Python, Objective-C, VBA, Java, ElasticSearch, Web Scraping, Risk Management, Hedge Funds, MySQL, Amazon Web Services...
Education
The University of Chicago 2015 — 2016
Master’s Degree, Computer Science
New York University - Leonard N. Stern School of Business 2008 — 2010
Bachelor of Science (BSc), Finance, General
Raffles Institution
Raffles Junior College
Caygan Capital Pte Ltd March 2015 - September 2015
Standard Chartered Bank 2012 - 2015
Nomura 2010 - 2011
Standard Chartered Bank 2009 - 2009
Brean Murray, Carret & Co. 2009 - 2009
Standard Chartered Bank 2007 - 2008
Skills
Credit Risk, Financial Analysis, Trading, Financial Modeling, Asset Management, Equity Research, Bloomberg, Capital Markets, Corporate Finance, Equities, Portfolio Management, Valuation, Python, Objective-C, VBA, Java, ElasticSearch, Web Scraping, Risk Management, Hedge Funds, MySQL, Amazon Web Services...
Education
The University of Chicago 2015 — 2016
Master’s Degree, Computer Science
New York University - Leonard N. Stern School of Business 2008 — 2010
Bachelor of Science (BSc), Finance, General
Raffles Institution
Raffles Junior College
Gloria L. Katona's Brean Murray, Carret & Co. Experience March 2011 - June 2012
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Maxim Group July 2014 - November 2014
Brean Murray, Carret & Co. March 2011 - June 2012
Caris & Company January 2009 - February 2010
Lehman Brothers September 2005 - November 2008
Wachovia Securities, LLC April 1990 - January 2005
Wheat First Butcher Singer 1990 - 2005
First Boston July 1984 - December 1989
Skills
Asset Managment, Securities, Equities, Series 7, Investments, Mentoring, Series 63, Client Development, Cold Calling, Oral & Written..., Asset Management, Strategy, Investment Management, Portfolio Management, Investment Banking, Trading
Education
Harvard Business School 1983 — 1985
Master of Business Administration (M.B.A.)
The College of New Jersey 1975 — 1979
B.S., summa cum laude, Special Education
Merrill Lynch July 2015 - Present
Maxim Group July 2014 - November 2014
Brean Murray, Carret & Co. March 2011 - June 2012
Caris & Company January 2009 - February 2010
Lehman Brothers September 2005 - November 2008
Wachovia Securities, LLC April 1990 - January 2005
Wheat First Butcher Singer 1990 - 2005
First Boston July 1984 - December 1989
Skills
Asset Managment, Securities, Equities, Series 7, Investments, Mentoring, Series 63, Client Development, Cold Calling, Oral & Written..., Asset Management, Strategy, Investment Management, Portfolio Management, Investment Banking, Trading
Education
Harvard Business School 1983 — 1985
Master of Business Administration (M.B.A.)
The College of New Jersey 1975 — 1979
B.S., summa cum laude, Special Education
Jacquelyn (Shriver) Ganguly's Brean Murray, Carret & Co. Experience February 2002 - March 2004
Job Supervisory Analyst at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus March 2006 - Present
Ryan Beck 2004 - 2007
Brean Murray, Carret & Co. February 2002 - March 2004
Tucker Anthony 2000 - 2001
H.C. Wainwright 1998 - 2000
Advest, Inc. 1996 - 1998
Skills
Equity Research, Equities, Securities, Capital Markets, Investments, Series 7, Series 16, Research, Compliance, FINRA, Series 4
Education
Bucknell University 1989 — 1993
B.A., English, History
Stifel Nicolaus March 2006 - Present
Ryan Beck 2004 - 2007
Brean Murray, Carret & Co. February 2002 - March 2004
Tucker Anthony 2000 - 2001
H.C. Wainwright 1998 - 2000
Advest, Inc. 1996 - 1998
Skills
Equity Research, Equities, Securities, Capital Markets, Investments, Series 7, Series 16, Research, Compliance, FINRA, Series 4
Education
Bucknell University 1989 — 1993
B.A., English, History
Kan Chen's Brean Murray, Carret & Co. Experience May 2010 - August 2010
Job Corporate and Investment Banking @ICBC
Industry Investment Banking
Experience
ICBC November 2010 - Present
Wells Fargo May 2012 - May 2012
Brean Murray, Carret & Co. May 2010 - August 2010
Guotai Junan Securities May 2008 - August 2008
Skills
Financial Modeling, Corporate Finance, Capital Markets, Banking, Portfolio Management, Credit Risk, Credit, Mergers, Finance, Emerging Markets, Leveraged Finance, Loans, Financial Analysis, Financial Services
Education
Columbia University in the City of New York 2008 — 2010
Master's degree, Statistics, Finance
University of Minnesota-Twin Cities 2006 — 2008
Bachelor of Science (BS), Economics, Mathematics
University of Minnesota-Twin Cities 2006 — 2008
ICBC November 2010 - Present
Wells Fargo May 2012 - May 2012
Brean Murray, Carret & Co. May 2010 - August 2010
Guotai Junan Securities May 2008 - August 2008
Skills
Financial Modeling, Corporate Finance, Capital Markets, Banking, Portfolio Management, Credit Risk, Credit, Mergers, Finance, Emerging Markets, Leveraged Finance, Loans, Financial Analysis, Financial Services
Education
Columbia University in the City of New York 2008 — 2010
Master's degree, Statistics, Finance
University of Minnesota-Twin Cities 2006 — 2008
Bachelor of Science (BS), Economics, Mathematics
University of Minnesota-Twin Cities 2006 — 2008
Jason Wittes's Brean Murray, Carret & Co. Experience August 2012 - Present
Job Managing Director at Brean Murray, Carret & Co.
Industry Investment Management
Experience
Brean Murray, Carret & Co. August 2012 - Present
Caris & Company May 2011 - August 2012
Aristos LLC May 2008 - March 2011
Leerink Swann 2004 - 2008
Morgan Stanley 1999 - 2004
Skills
Equities, Equity Research, Hedge Funds, Bloomberg, Valuation, Investment Banking, Equity Valuation, Financial Modeling, Capital Markets, Private Equity, Investments, Alternative Investments, Venture Capital, Trading, Securities
Education
Carnegie Mellon University
Bachelor's degree, Chemistry
NYU Stern School of Business
Master of Business Administration (MBA)
Brean Murray, Carret & Co. August 2012 - Present
Caris & Company May 2011 - August 2012
Aristos LLC May 2008 - March 2011
Leerink Swann 2004 - 2008
Morgan Stanley 1999 - 2004
Skills
Equities, Equity Research, Hedge Funds, Bloomberg, Valuation, Investment Banking, Equity Valuation, Financial Modeling, Capital Markets, Private Equity, Investments, Alternative Investments, Venture Capital, Trading, Securities
Education
Carnegie Mellon University
Bachelor's degree, Chemistry
NYU Stern School of Business
Master of Business Administration (MBA)
Kathleen Heaney's Brean Murray, Carret & Co. Experience 2001 - 2003
Job Principal K2 Corporate Communications
Industry Public Relations and Communications
Experience
K2 Corporate Communications July 2009 - Present
ICR September 2004 - July 2009
Brean Murray, Carret & Co. 2001 - 2003
BlueStone Capital 1998 - 2001
B.T. Alex Brown 1993 - 1998
Grupo SERFIN 1990 - 1993
Nikko Securities & Furman Selz 1986 - 1990
Skills
Equity Research, Equities, Valuation, Financial Modeling, Capital Markets, Investor Relations, Mergers & Acquisitions, Investments, Management, Marketing Communications, Strategy
Education
New York University
International Finance & Economics
LIU Post
B.S., Business
Queen of the Rosary Academy
K2 Corporate Communications July 2009 - Present
ICR September 2004 - July 2009
Brean Murray, Carret & Co. 2001 - 2003
BlueStone Capital 1998 - 2001
B.T. Alex Brown 1993 - 1998
Grupo SERFIN 1990 - 1993
Nikko Securities & Furman Selz 1986 - 1990
Skills
Equity Research, Equities, Valuation, Financial Modeling, Capital Markets, Investor Relations, Mergers & Acquisitions, Investments, Management, Marketing Communications, Strategy
Education
New York University
International Finance & Economics
LIU Post
B.S., Business
Queen of the Rosary Academy
Joseph Vafi, CFA's Brean Murray, Carret & Co. Experience 1996 - 1998
Job Managing Director at MBS Value Partners
Industry Financial Services
Experience
MBS Value Partners May 2015 - Present
Great Gable Partners 2011 - 2015
Jefferies & Company 2002 - 2011
Robertson Stephens 2000 - 2002
Navigant Consulting 1998 - 2000
Brean Murray, Carret & Co. 1996 - 1998
American International Group 1993 - 1996
Skills
Equity Research, Series 7, Investment Banking, Equities, Valuation, Portfolio Management, Hedge Funds
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Concentrations in Finance and Marketing
Vanderbilt University 1984 — 1988
BA, Mathematics and Economics, Magna Cum Laude
MBS Value Partners May 2015 - Present
Great Gable Partners 2011 - 2015
Jefferies & Company 2002 - 2011
Robertson Stephens 2000 - 2002
Navigant Consulting 1998 - 2000
Brean Murray, Carret & Co. 1996 - 1998
American International Group 1993 - 1996
Skills
Equity Research, Series 7, Investment Banking, Equities, Valuation, Portfolio Management, Hedge Funds
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Concentrations in Finance and Marketing
Vanderbilt University 1984 — 1988
BA, Mathematics and Economics, Magna Cum Laude
Daljit Parmar's Brean Murray, Carret & Co. Experience May 2012 - August 2012
Job Investment Analyst at Prudential Financial
Industry Investment Management
Experience
Reval September 2013 - November 2014
CL King & Associates September 2012 - November 2012
Brean Murray, Carret & Co. May 2012 - August 2012
Skills
Equity Research, DCF Valuation, Bloomberg Terminal, Microsoft Excel, Commodity, Equities, Economics, Strategy, Technical Analysis, Financial Analysis, Financial Risk, Financial Modeling, Credit Analysis, Derivatives, Trading, PowerPoint, Bloomberg, Valuation, Investments
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2013
Bachelor of Science, Finance & Economics
Carteret High School
Reval September 2013 - November 2014
CL King & Associates September 2012 - November 2012
Brean Murray, Carret & Co. May 2012 - August 2012
Skills
Equity Research, DCF Valuation, Bloomberg Terminal, Microsoft Excel, Commodity, Equities, Economics, Strategy, Technical Analysis, Financial Analysis, Financial Risk, Financial Modeling, Credit Analysis, Derivatives, Trading, PowerPoint, Bloomberg, Valuation, Investments
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2013
Bachelor of Science, Finance & Economics
Carteret High School
lin weng's Brean Murray, Carret & Co. Experience September 2011 - August 2012
Job Student at Bucknell University
Industry Financial Services
Experience
ConvergEx Group June 2012 - August 2012
Brean Murray, Carret & Co. September 2011 - August 2012
Nikko Japanese Restaurant June 2011 - August 2012
Brean Murray, Carret & Co. June 2011 - August 2011
Pottstown Middle School September 2009 - June 2010
Montgomery County Community College October 2009 - January 2010
Skills
Equity Research, Business Management, Language Skills, Financial Accounting, Creative Arts, Customer Relations, Research, Telecommunications
Education
Bucknell University 2010 — 2014
Bachelor in Science, Mathematics and Economics
ConvergEx Group June 2012 - August 2012
Brean Murray, Carret & Co. September 2011 - August 2012
Nikko Japanese Restaurant June 2011 - August 2012
Brean Murray, Carret & Co. June 2011 - August 2011
Pottstown Middle School September 2009 - June 2010
Montgomery County Community College October 2009 - January 2010
Skills
Equity Research, Business Management, Language Skills, Financial Accounting, Creative Arts, Customer Relations, Research, Telecommunications
Education
Bucknell University 2010 — 2014
Bachelor in Science, Mathematics and Economics
Michael L. Perica's Brean Murray, Carret & Co. Experience 2003 - 2006
Job Finance Executive Seeking Senior Management Role
Industry Information Technology and Services
Experience
Lets Sweat Inc. 2013 - 2013
Channell Commercial December 2008 - June 2012
Channell Commercial Corporation May 2006 - December 2008
Brean Murray, Carret & Co. 2003 - 2006
Kaufman Bros. 2001 - 2003
Gruntal & Co. 2000 - 2001
Skills
Financial Modeling, Strategic Financial..., Finance, Equity Research, Cross-functional Team...
Education
University of Southern California - Marshall School of Business
Master of Business Administration (MBA)
Central Michigan University
Accounting
Lets Sweat Inc. 2013 - 2013
Channell Commercial December 2008 - June 2012
Channell Commercial Corporation May 2006 - December 2008
Brean Murray, Carret & Co. 2003 - 2006
Kaufman Bros. 2001 - 2003
Gruntal & Co. 2000 - 2001
Skills
Financial Modeling, Strategic Financial..., Finance, Equity Research, Cross-functional Team...
Education
University of Southern California - Marshall School of Business
Master of Business Administration (MBA)
Central Michigan University
Accounting
Kendra Bristol's Brean Murray, Carret & Co. Experience March 2009 - June 2013
Job Operations
Industry Banking
Experience
Brean Murray, Carret & Co. March 2009 - June 2013
Skills
Microsoft Excel, Equities, Financial Analysis, Financial Reporting, Middle Office, Securities, Microsoft Office, Bloomberg, Bonds, Fixed Income, Microsoft Word, Investment Banking, Financial Modeling, Capital Markets
Education
Fordham University 2008 — 2010
Masters
Florida International University 2000 — 2003
Bachelors, International Business & Finance
Brean Murray, Carret & Co. March 2009 - June 2013
Skills
Microsoft Excel, Equities, Financial Analysis, Financial Reporting, Middle Office, Securities, Microsoft Office, Bloomberg, Bonds, Fixed Income, Microsoft Word, Investment Banking, Financial Modeling, Capital Markets
Education
Fordham University 2008 — 2010
Masters
Florida International University 2000 — 2003
Bachelors, International Business & Finance
John Dawson's Brean Murray, Carret & Co. Experience 2002 - 2003
Job Investment Management Professional
Industry Investment Management
Experience
LDR Capital Management 2012 - Present
U.S. Trust 2007 - 2011
Wall Street Access February 2007 - December 2007
Graham & Dodd Value Fund September 2006 - August 2007
The Stanford Group 2003 - 2005
Brean Murray, Carret & Co. 2002 - 2003
Wasserstein Perella 1997 - 2001
Bankers Trust 1995 - 1997
Gerard Klauer Mattison 1993 - 1995
Chemical Bank of New York 1983 - 1986
Skills
Series 7, Series 66, Investment Management, Marketing, Institutional Investors, Series 63, Securities, Investments, Portfolio Management, Asset Managment, Financial Services, Finance, Institutional..., Valuation, Alternative Investments, Asset Management, Equity Research, Capital Markets, Bloomberg, Uniform Combined State..., Banking, Asset Allocation, Investment Strategies, Wealth Management, Fixed Income
Education
Columbia University in the City of New York 1978 — 1982
Bachelor of Arts, Political Science
Trinity School 1966 — 1978
LDR Capital Management 2012 - Present
U.S. Trust 2007 - 2011
Wall Street Access February 2007 - December 2007
Graham & Dodd Value Fund September 2006 - August 2007
The Stanford Group 2003 - 2005
Brean Murray, Carret & Co. 2002 - 2003
Wasserstein Perella 1997 - 2001
Bankers Trust 1995 - 1997
Gerard Klauer Mattison 1993 - 1995
Chemical Bank of New York 1983 - 1986
Skills
Series 7, Series 66, Investment Management, Marketing, Institutional Investors, Series 63, Securities, Investments, Portfolio Management, Asset Managment, Financial Services, Finance, Institutional..., Valuation, Alternative Investments, Asset Management, Equity Research, Capital Markets, Bloomberg, Uniform Combined State..., Banking, Asset Allocation, Investment Strategies, Wealth Management, Fixed Income
Education
Columbia University in the City of New York 1978 — 1982
Bachelor of Arts, Political Science
Trinity School 1966 — 1978
Rodney Gabriel's Brean Murray, Carret & Co. Experience August 1997 - January 2001
Job Global Equity Trader at Maxim Group
Industry Financial Services
Experience
Maxim Group February 2014 - Present
Divine Capital Markets August 2012 - January 2014
BNY ConvergEx Group March 2011 - February 2012
BNY ConvergEx Group May 2007 - February 2011
BNY ConvergEx Group April 2004 - May 2007
G-Trade January 2001 - April 2004
Brean Murray, Carret & Co. August 1997 - January 2001
Sills Cummis & Gross P.C. December 1996 - August 1997
Skills
Program Trading, Frontier Markets, Algorithms, Electronic Trading, Emerging Markets, FX trading, Series 7, Series 63, Trading Systems, ADRs, Series 55, Trading, Trading Strategies, Securities, Equities, Hedge Funds, Bloomberg, Derivatives, Equity Trading, ETFs, Options, Portfolio Management, Finance, FINRA, Financial Analysis
Education
Rutgers University 1992 — 1996
Bachelor's Degree, Business Management
Maxim Group February 2014 - Present
Divine Capital Markets August 2012 - January 2014
BNY ConvergEx Group March 2011 - February 2012
BNY ConvergEx Group May 2007 - February 2011
BNY ConvergEx Group April 2004 - May 2007
G-Trade January 2001 - April 2004
Brean Murray, Carret & Co. August 1997 - January 2001
Sills Cummis & Gross P.C. December 1996 - August 1997
Skills
Program Trading, Frontier Markets, Algorithms, Electronic Trading, Emerging Markets, FX trading, Series 7, Series 63, Trading Systems, ADRs, Series 55, Trading, Trading Strategies, Securities, Equities, Hedge Funds, Bloomberg, Derivatives, Equity Trading, ETFs, Options, Portfolio Management, Finance, FINRA, Financial Analysis
Education
Rutgers University 1992 — 1996
Bachelor's Degree, Business Management
Chenyi Lu, CFA, CPA's Brean Murray, Carret & Co. Experience March 2008 - June 2009
Job Senior Credit Analyst at Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service May 2013 - Present
Cowen and Company July 2009 - August 2012
Brean Murray, Carret & Co. March 2008 - June 2009
Jefferies & Company June 2007 - February 2008
Banc of America Securities January 2004 - June 2007
Lucent Techonologies July 1996 - January 2004
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Investments, Equity Research, Business Strategy, Business Analysis, Business Planning, Chartered Financial..., Certified Public..., Taiwanese, Chinese, Financial Accounting, Accounting
Education
New York University
Master of Business Administration (MBA), Finance
Babson College
Master of Science (MS), Accounting
Rutgers University
Bachelor of Science (BS), Accounting
Moody's Investors Service May 2013 - Present
Cowen and Company July 2009 - August 2012
Brean Murray, Carret & Co. March 2008 - June 2009
Jefferies & Company June 2007 - February 2008
Banc of America Securities January 2004 - June 2007
Lucent Techonologies July 1996 - January 2004
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Investments, Equity Research, Business Strategy, Business Analysis, Business Planning, Chartered Financial..., Certified Public..., Taiwanese, Chinese, Financial Accounting, Accounting
Education
New York University
Master of Business Administration (MBA), Finance
Babson College
Master of Science (MS), Accounting
Rutgers University
Bachelor of Science (BS), Accounting