BT Alex Brown
Industry: Investment company
DescriptionAlex. Brown & Sons was the first investment bank in the United States, founded by Alexander Brown in 1800 in Baltimore, Maryland. The firm was acquired by Bankers Trust in 1997 to form BT Alex. Brown, and then integrated into Deutsche Bank in 1999 following Deutsche's acquisition of BT. Headquarters: Baltimore, MD Founder: Alexander Brown Founded: 1800 Successor: Alex. Brown & Sons (later Alex. Brown, a Division of Raymond James) Ceased operations: 1997 Type of business: Corporation
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BT Alex Brown Employees
Employee
Years
Job
Industry
Kathleen Comerford Kathleen Comerford's BT Alex Brown Experience 1996 - 1998
Job Realtor at Berkshire Hathaway Homes Services | Florida Realty
Industry Real Estate
Experience
Berkshire Hathaway Home Services Florida Realty May 2013 - Present
Split Rock Associates, Inc. 2003 - Present
Salomon Brothers 2001 - 2002
Credit Suisse First Boston 1998 - 2001
BT Alex Brown 1996 - 1998
Skills
Asset Managment, Investments, Private Equity, Real Estate, Mergers, Portfolio Management, Equities, Investment Banking, Venture Capital, Entrepreneurship, Capital Markets, Valuation, Financial Modeling, Structured Finance, Hedge Funds, Mergers & Acquisitions, Asset Management, Due Diligence, Construction, Real Estate Economics, Investment Properties, Renovation, Construction Management, Real Estate Development, Contract Negotiation, Contractors, Commercial Real Estate, Residential Homes
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance, Real Estate
City University of New York-Hunter College
B.A., Computer Science, Political Science minor in Mathematics
Berkshire Hathaway Home Services Florida Realty May 2013 - Present
Split Rock Associates, Inc. 2003 - Present
Salomon Brothers 2001 - 2002
Credit Suisse First Boston 1998 - 2001
BT Alex Brown 1996 - 1998
Skills
Asset Managment, Investments, Private Equity, Real Estate, Mergers, Portfolio Management, Equities, Investment Banking, Venture Capital, Entrepreneurship, Capital Markets, Valuation, Financial Modeling, Structured Finance, Hedge Funds, Mergers & Acquisitions, Asset Management, Due Diligence, Construction, Real Estate Economics, Investment Properties, Renovation, Construction Management, Real Estate Development, Contract Negotiation, Contractors, Commercial Real Estate, Residential Homes
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance, Real Estate
City University of New York-Hunter College
B.A., Computer Science, Political Science minor in Mathematics
Ezra Baylin Ezra Baylin's BT Alex Brown Experience June 1996 - June 1998
Job Managing Director, Strategy and Corporate Development at Towers Watson
Industry Financial Services
Experience
Towers Watson July 2014 - Present
Towers Watson April 2001 - June 2014
Employease June 1998 - March 2001
BT Alex. Brown June 1996 - June 1998
Skills
Corporate Finance, Mergers, Corporate Development, Valuation, Acquisition Integration, Divestitures, Due Diligence, Strategy
Education
University of Virginia - Darden Graduate School of Business Administration 2006 — 2008
MBA, Finance
Stanford University 1994 — 1996
BA, Political Science
Towers Watson July 2014 - Present
Towers Watson April 2001 - June 2014
Employease June 1998 - March 2001
BT Alex. Brown June 1996 - June 1998
Skills
Corporate Finance, Mergers, Corporate Development, Valuation, Acquisition Integration, Divestitures, Due Diligence, Strategy
Education
University of Virginia - Darden Graduate School of Business Administration 2006 — 2008
MBA, Finance
Stanford University 1994 — 1996
BA, Political Science
Terry Staton Terry Staton's BT Alex Brown Experience September 1996 - December 1998
Job Financial Analyst at McCormick
Industry Food Production
Experience
McCormick December 2010 - Present
McCormick April 2007 - November 2010
Struever Bros. Eccles & Rouse January 2006 - March 2007
NeighborCare Inc November 2000 - December 2005
PHH Vehicle Management Services January 1999 - November 2000
BT Alex Brown September 1996 - December 1998
BD April 1986 - September 1993
Skills
SAP, 1099 Preparation, Dolphin Software (AP..., Team Leadership, Journal Entries, Month End Close, Account Reconciliation, Accounts Payable, Procedure Manuals, System Testing, Process Improvement, User Acceptance Testing, Banking - Positive Pay..., Sales and Use Tax, Internal Audit, Financial Reporting, Payroll, Payroll Taxes, Tax Preparation, PeopleSoft
Education
Towson University
Bachelor of Science (B.S.), Finance
McCormick December 2010 - Present
McCormick April 2007 - November 2010
Struever Bros. Eccles & Rouse January 2006 - March 2007
NeighborCare Inc November 2000 - December 2005
PHH Vehicle Management Services January 1999 - November 2000
BT Alex Brown September 1996 - December 1998
BD April 1986 - September 1993
Skills
SAP, 1099 Preparation, Dolphin Software (AP..., Team Leadership, Journal Entries, Month End Close, Account Reconciliation, Accounts Payable, Procedure Manuals, System Testing, Process Improvement, User Acceptance Testing, Banking - Positive Pay..., Sales and Use Tax, Internal Audit, Financial Reporting, Payroll, Payroll Taxes, Tax Preparation, PeopleSoft
Education
Towson University
Bachelor of Science (B.S.), Finance
Vanessa Duchman Vanessa Duchman's BT Alex Brown Experience 1993 - 2000
Job Assistant Director at Stevenson University
Industry Individual & Family Services
Experience
As March 2015 - Present
The Next Chapter May 2012 - Present
Merrill Lynch December 2011 - December 2012
Glass Jacobson November 2010 - October 2011
PNC Financial Services 2005 - 2010
Legg Mason Wood Walker, Inc 2000 - 2005
BT Alex. Brown 1993 - 2000
Sheridan & Fritz P.A. 1991 - 1993
Skills
Wealth Management, Estate Planning, Investments, Retirement Planning, Investment Advisory, Asset Allocation, Mutual Funds, Series 7, Strategic Financial..., Asset Managment, Portfolio Management, Investment Strategies, Retirement, 401k, Asset Management, Financial Analysis, Finance, Small Business, Wealth Management..., Financial Services, Wealth, Banking, Financial Advisory, Financial Planners, Personal Finance, Securities, Wealth Accumulation, Investment Management, High Net Worth..., Trusts, IRAs, Series 63, Equities, Fixed Annuities, Fixed Income, Entrepreneurship, Financial Planning
Education
Loyola University Maryland 1997 — 2000
MBA, Finance
Bloomsburg University of Pennsylvania 1988 — 1990
BSBA, Accounting
Frederick High School
As March 2015 - Present
The Next Chapter May 2012 - Present
Merrill Lynch December 2011 - December 2012
Glass Jacobson November 2010 - October 2011
PNC Financial Services 2005 - 2010
Legg Mason Wood Walker, Inc 2000 - 2005
BT Alex. Brown 1993 - 2000
Sheridan & Fritz P.A. 1991 - 1993
Skills
Wealth Management, Estate Planning, Investments, Retirement Planning, Investment Advisory, Asset Allocation, Mutual Funds, Series 7, Strategic Financial..., Asset Managment, Portfolio Management, Investment Strategies, Retirement, 401k, Asset Management, Financial Analysis, Finance, Small Business, Wealth Management..., Financial Services, Wealth, Banking, Financial Advisory, Financial Planners, Personal Finance, Securities, Wealth Accumulation, Investment Management, High Net Worth..., Trusts, IRAs, Series 63, Equities, Fixed Annuities, Fixed Income, Entrepreneurship, Financial Planning
Education
Loyola University Maryland 1997 — 2000
MBA, Finance
Bloomsburg University of Pennsylvania 1988 — 1990
BSBA, Accounting
Frederick High School
Kathleen Heaslip Boyle, CFA Kathleen Heaslip Boyle, CFA's BT Alex Brown Experience January 1998 - 1998
Job Managing Director
Industry Financial Services
Experience
Citi 1999 - Present
Citi 2005 - 2011
Citi 2004 - 2005
Citi 1999 - 2004
BT Alex Brown January 1998 - 1998
NatWest Markets 1995 - 1997
NatWest Markets 1991 - 1995
Skills
Equities, Institutional Sales, Valuation, Equity Research, Series 7, Capital Markets
Education
Franklin & Marshall College 1986 — 1990
Bachelor of Arts (BA), Economics
Mahopac High School 1982 — 1986
Citi 1999 - Present
Citi 2005 - 2011
Citi 2004 - 2005
Citi 1999 - 2004
BT Alex Brown January 1998 - 1998
NatWest Markets 1995 - 1997
NatWest Markets 1991 - 1995
Skills
Equities, Institutional Sales, Valuation, Equity Research, Series 7, Capital Markets
Education
Franklin & Marshall College 1986 — 1990
Bachelor of Arts (BA), Economics
Mahopac High School 1982 — 1986
David M. Matteucci David M. Matteucci's BT Alex Brown Experience August 1997 - July 1999
Job Professional Accountant
Industry Accounting
Experience
C&S Wholesale Grocers August 2014 - July 2015
Gibson's Bookstore July 2011 - September 2013
Giorgio’s Ristorante Corp. October 2009 - April 2011
Butenhof & Bomster, PC July 2007 - April 2011
State Street Bank and Trust Company August 2001 - September 2003
Thornburg Investment Management July 1999 - July 2000
BT Alex. Brown August 1997 - July 1999
State Street Bank and Trust Company March 1993 - July 1997
Skills
Financial Accounting, Financial Reporting, Accounting, Public Sector Accounting, Accounts Receivable, Accounts Payable, Collections, Inventory Control, Bank Reconciliation, Payroll, ADP Payroll, Payroll Taxes, Workers Compensation, Disability Insurance, Health Insurance, QuickBooks, Peachtree (now Sage 50), Microsoft Office, PowerPoint, Financial Statements
Education
Southern New Hampshire University 2013 — 2014
Bachelor's Degree, Accounting, 3.906 GPA
Manchester Community College 2010 — 2013
Associate of Science (A.S.), Accounting, 4.0 GPA
C&S Wholesale Grocers August 2014 - July 2015
Gibson's Bookstore July 2011 - September 2013
Giorgio’s Ristorante Corp. October 2009 - April 2011
Butenhof & Bomster, PC July 2007 - April 2011
State Street Bank and Trust Company August 2001 - September 2003
Thornburg Investment Management July 1999 - July 2000
BT Alex. Brown August 1997 - July 1999
State Street Bank and Trust Company March 1993 - July 1997
Skills
Financial Accounting, Financial Reporting, Accounting, Public Sector Accounting, Accounts Receivable, Accounts Payable, Collections, Inventory Control, Bank Reconciliation, Payroll, ADP Payroll, Payroll Taxes, Workers Compensation, Disability Insurance, Health Insurance, QuickBooks, Peachtree (now Sage 50), Microsoft Office, PowerPoint, Financial Statements
Education
Southern New Hampshire University 2013 — 2014
Bachelor's Degree, Accounting, 3.906 GPA
Manchester Community College 2010 — 2013
Associate of Science (A.S.), Accounting, 4.0 GPA
Justin Burley Justin Burley's BT Alex Brown Experience 1996 - October 1998
Job Chief Executive Officer, Genesys Global
Industry Renewables & Environment
Experience
Genesys Global September 2013 - Present
TABOR Holdings May 2013 - Present
Greenwood Fuels 2009 - 2011
Dominion Petroleum 2006 - 2010
Plainfield Asset Management August 2005 - October 2009
HelioSphera 2008 - 2009
ABN AMRO April 2004 - August 2005
Barclays Capital October 1998 - April 2004
BT Alex. Brown 1996 - October 1998
Education
Middlebury College 1991 — 1995
BA, English
The Lawrenceville School
Genesys Global September 2013 - Present
TABOR Holdings May 2013 - Present
Greenwood Fuels 2009 - 2011
Dominion Petroleum 2006 - 2010
Plainfield Asset Management August 2005 - October 2009
HelioSphera 2008 - 2009
ABN AMRO April 2004 - August 2005
Barclays Capital October 1998 - April 2004
BT Alex. Brown 1996 - October 1998
Education
Middlebury College 1991 — 1995
BA, English
The Lawrenceville School
Christine Foggia Christine Foggia's BT Alex Brown Experience 1994 - 1999
Job Returnship Program at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs September 2011 - Present
Independent 2001 - Present
Deutsche Bank 1999 - 2001
BT Alex. Brown 1994 - 1999
BT Securities Corp. 1992 - 1994
Bankers Trust Co. 1987 - 1992
Skills
Investments, Corporate Finance, Capital Markets, Fixed Income
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1984 — 1988
BA, Economics
Goldman Sachs September 2011 - Present
Independent 2001 - Present
Deutsche Bank 1999 - 2001
BT Alex. Brown 1994 - 1999
BT Securities Corp. 1992 - 1994
Bankers Trust Co. 1987 - 1992
Skills
Investments, Corporate Finance, Capital Markets, Fixed Income
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1984 — 1988
BA, Economics
Richard Maisto Richard Maisto's BT Alex Brown Experience 1996 - 2001
Job Founding Partner at Morpheus Capital Advisors
Industry Financial Services
Experience
Medical Tactile, Inc. May 2015 - Present
Acousys Biodevices Inc April 2012 - Present
Morpheus Capital Advisors September 2002 - Present
BT Alex Brown 1996 - 2001
Smith Barney 1990 - 1996
Drexel Burnham Lambert 1985 - 1990
Skills
Private Equity, Mergers, Debt, Investment Banking, Restructuring, Equities, Capital, Credit, Valuation, Corporate Finance, Financial Modeling, Venture Capital, Financial Analysis, Due Diligence, Start-ups, Strategic Planning, LBO, Business Strategy, Leveraged Finance, Negotiation, Bankruptcy, IPO, Recapitalizations, Private Placements, Business Planning, Business Valuation, Capital Markets, Corporate Development, Structured Finance, Alternative Investments
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, Finance, Financial Markets
Boston College
BS, Finance, English
Medical Tactile, Inc. May 2015 - Present
Acousys Biodevices Inc April 2012 - Present
Morpheus Capital Advisors September 2002 - Present
BT Alex Brown 1996 - 2001
Smith Barney 1990 - 1996
Drexel Burnham Lambert 1985 - 1990
Skills
Private Equity, Mergers, Debt, Investment Banking, Restructuring, Equities, Capital, Credit, Valuation, Corporate Finance, Financial Modeling, Venture Capital, Financial Analysis, Due Diligence, Start-ups, Strategic Planning, LBO, Business Strategy, Leveraged Finance, Negotiation, Bankruptcy, IPO, Recapitalizations, Private Placements, Business Planning, Business Valuation, Capital Markets, Corporate Development, Structured Finance, Alternative Investments
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, Finance, Financial Markets
Boston College
BS, Finance, English
Robert Benner Robert Benner's BT Alex Brown Experience 1997 - 1999
Job at Shasta Partners
Industry Investment Banking
Experience
Shasta Partners, LLC November 2009 - Present
Deutsche Bank Securities 1999 - 2006
BT Alex Brown 1997 - 1999
Alex Brown & Sons 1990 - 1996
Credit Suisse First Boston 1986 - 1989
Education
The Tuck School of Business at Dartmouth 1984 — 1986
MBA
University of Pennsylvania 1977 — 1981
BS, Economics
Phillips Academy, Andover 1973 — 1977
Shasta Partners, LLC November 2009 - Present
Deutsche Bank Securities 1999 - 2006
BT Alex Brown 1997 - 1999
Alex Brown & Sons 1990 - 1996
Credit Suisse First Boston 1986 - 1989
Education
The Tuck School of Business at Dartmouth 1984 — 1986
MBA
University of Pennsylvania 1977 — 1981
BS, Economics
Phillips Academy, Andover 1973 — 1977
Lauri Funk Lauri Funk's BT Alex Brown Experience 1998 - 1999
Job Director at Arthur Bell CPAs
Industry Accounting
Experience
Arthur Bell CPAs July 2015 - Present
Arthur Bell, Certified Public Accountants January 2011 - June 2015
State Farm Agent July 2007 - August 2010
Legg Mason October 1999 - June 2007
BT Alex Brown 1998 - 1999
JP Morgan 1991 - 1998
Skills
Strategic Financial..., Accounting, Insurance, Financial Analysis, Financial Reporting, Investments, Financial Accounting, Microsoft Excel, Estate Planning, GAAP, Financial Modeling, Microsoft Word, PowerPoint, Internal Controls, Analysis, Managerial Finance, QuickBooks
Education
Towson University 1987 — 1991
Bachelors, Accounting
Arthur Bell CPAs July 2015 - Present
Arthur Bell, Certified Public Accountants January 2011 - June 2015
State Farm Agent July 2007 - August 2010
Legg Mason October 1999 - June 2007
BT Alex Brown 1998 - 1999
JP Morgan 1991 - 1998
Skills
Strategic Financial..., Accounting, Insurance, Financial Analysis, Financial Reporting, Investments, Financial Accounting, Microsoft Excel, Estate Planning, GAAP, Financial Modeling, Microsoft Word, PowerPoint, Internal Controls, Analysis, Managerial Finance, QuickBooks
Education
Towson University 1987 — 1991
Bachelors, Accounting
David Nayor David Nayor's BT Alex Brown Experience 1997 - 1999
Job CFO at Live Media Group, LLC
Industry Media Production
Experience
Live Media Group, LLC July 2015 - Present
BoeFly, LLC March 2009 - Present
United Western Bank 2007 - 2008
BLX 2001 - 2007
CIBC Oppenheimer 1999 - 2001
BT Alex Brown 1997 - 1999
Skills
Banking, Loan Origination, Loans, Commercial Real Estate, Analytics, Sales, Financial Analysis, Small Business, Commercial Lending, Start-ups, Due Diligence, Team Building, Small Business Lending, Credit, Executive Management, Business Development, Entrepreneurship, Strategic Partnerships, Finance, Mergers & Acquisitions, New Business Development, Credit Analysis, Business Planning, Venture Capital, Private Equity, Marketing Strategy, Commercial Banking, Strategic Planning, Franchising, Portfolio Management
Education
Lehigh University - College of Business and Economics 1993 — 1997
B.S., Finance
Live Media Group, LLC July 2015 - Present
BoeFly, LLC March 2009 - Present
United Western Bank 2007 - 2008
BLX 2001 - 2007
CIBC Oppenheimer 1999 - 2001
BT Alex Brown 1997 - 1999
Skills
Banking, Loan Origination, Loans, Commercial Real Estate, Analytics, Sales, Financial Analysis, Small Business, Commercial Lending, Start-ups, Due Diligence, Team Building, Small Business Lending, Credit, Executive Management, Business Development, Entrepreneurship, Strategic Partnerships, Finance, Mergers & Acquisitions, New Business Development, Credit Analysis, Business Planning, Venture Capital, Private Equity, Marketing Strategy, Commercial Banking, Strategic Planning, Franchising, Portfolio Management
Education
Lehigh University - College of Business and Economics 1993 — 1997
B.S., Finance
David Hadley David Hadley's BT Alex Brown Experience 1986 - June 1999
Job Owner, Hadley Partners, Incorporated
Industry Investment Banking
Experience
Hadley Partners, Incorporated June 1999 - Present
California State Assembly 2014 - 2014
BT Alex Brown 1986 - June 1999
Education
The London School of Economics and Political Science (LSE) 1993 — 1994
MSc., Economic History
Dartmouth College 1982 — 1986
Hadley Partners, Incorporated June 1999 - Present
California State Assembly 2014 - 2014
BT Alex Brown 1986 - June 1999
Education
The London School of Economics and Political Science (LSE) 1993 — 1994
MSc., Economic History
Dartmouth College 1982 — 1986
Bryan Maher Bryan Maher's BT Alex Brown Experience March 1996 - July 1999
Job Managing Director, FBR & Co.
Industry Capital Markets
Experience
FBR & Co. August 2015 - Present
Township of West Windsor January 2012 - Present
Craig-Hallum Capital Group October 2012 - February 2015
Citadel Securities June 2010 - September 2011
Collins Stewart June 2009 - April 2010
RBC Capital Markets June 2006 - June 2008
Calyon / Credit Lyonnais Securities 1999 - 2005
BT Alex. Brown March 1996 - July 1999
Dean Witter Reynolds January 1992 - March 1996
The Trump Organization January 1990 - October 1991
Skills
Equity Research, Investment Banking, Valuation, Financial Modeling, Portfolio Management, Operations Management, Stocks, Equity Capital Markets, Hedge Funds, Long/Short Equity, Stock Picking, US Equities, Equities, Due Diligence
Education
Georgia State University 1992 — 1994
MBA, Strategic Management & Entrepreneurship
Clemson University 1986 — 1989
BS, Finance
Villanova University 1984 — 1986
Finance
FBR & Co. August 2015 - Present
Township of West Windsor January 2012 - Present
Craig-Hallum Capital Group October 2012 - February 2015
Citadel Securities June 2010 - September 2011
Collins Stewart June 2009 - April 2010
RBC Capital Markets June 2006 - June 2008
Calyon / Credit Lyonnais Securities 1999 - 2005
BT Alex. Brown March 1996 - July 1999
Dean Witter Reynolds January 1992 - March 1996
The Trump Organization January 1990 - October 1991
Skills
Equity Research, Investment Banking, Valuation, Financial Modeling, Portfolio Management, Operations Management, Stocks, Equity Capital Markets, Hedge Funds, Long/Short Equity, Stock Picking, US Equities, Equities, Due Diligence
Education
Georgia State University 1992 — 1994
MBA, Strategic Management & Entrepreneurship
Clemson University 1986 — 1989
BS, Finance
Villanova University 1984 — 1986
Finance
Cully Davis Cully Davis's BT Alex Brown Experience 1998 - 2004
Job CoHead, Americas Equity Capital Markets Origination
Industry Investment Banking
Experience
Credit Suisse 2004 - Present
BT Alex. Brown 1998 - 2004
John Nuveen & Co. 1994 - 1996
US Peace Corps, Thailand 1991 - 1994
Skills
Equities, Investment Banking, IPO, Equity Capital Markets, Valuation, Corporate Finance, Private Equity, Capital Markets, Strategy, Venture Capital, LBO, Mergers, Financial Modeling, Emerging Markets, Corporate Development, Hedge Funds
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
Illinois Wesleyan University 1988 — 1990
BA, English
Credit Suisse 2004 - Present
BT Alex. Brown 1998 - 2004
John Nuveen & Co. 1994 - 1996
US Peace Corps, Thailand 1991 - 1994
Skills
Equities, Investment Banking, IPO, Equity Capital Markets, Valuation, Corporate Finance, Private Equity, Capital Markets, Strategy, Venture Capital, LBO, Mergers, Financial Modeling, Emerging Markets, Corporate Development, Hedge Funds
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
Illinois Wesleyan University 1988 — 1990
BA, English
Mark Durenberger's BT Alex Brown Experience 1997 - 1999
Job Global MDS Vendor Manager at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank February 2003 - Present
BT Alex. Brown 1997 - 1999
Alex. Brown & Sons July 1987 - August 1997
Skills
Market Data, Project Management, Vendor Management, IT Strategy
Education
Ohio University 1981 — 1985
BFA
Deutsche Bank February 2003 - Present
BT Alex. Brown 1997 - 1999
Alex. Brown & Sons July 1987 - August 1997
Skills
Market Data, Project Management, Vendor Management, IT Strategy
Education
Ohio University 1981 — 1985
BFA
Evanthe Salisbury Evanthe Salisbury's BT Alex Brown Experience July 1998 - January 2000
Job Manager, Facilities Management Technology Solutions at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price November 2013 - Present
T. Rowe Price July 2011 - Present
T. Rowe Price July 2006 - July 2011
Washington DC Region (WDCR) - Sports Car Club of America (SCCA) 2009 - 2010
T. Rowe Price December 2005 - July 2006
T. Rowe Price July 2004 - December 2005
The Kupritz Group, Real Estate Professionals, Inc. 2002 - 2003
Deutsche Bank October 2000 - July 2002
Sphere Solutions January 2000 - October 2000
BT Alex. Brown July 1998 - January 2000
Skills
SDLC, Process Improvement, Vendor Management, Visio, Requirements Analysis, Integration, Analysis, Project Management, Data Analysis, Business Analysis
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2004
MBA, Information Technology
Haverford College 1994 — 1998
BA, Spanish
McDonogh School 1981 — 1994
T. Rowe Price November 2013 - Present
T. Rowe Price July 2011 - Present
T. Rowe Price July 2006 - July 2011
Washington DC Region (WDCR) - Sports Car Club of America (SCCA) 2009 - 2010
T. Rowe Price December 2005 - July 2006
T. Rowe Price July 2004 - December 2005
The Kupritz Group, Real Estate Professionals, Inc. 2002 - 2003
Deutsche Bank October 2000 - July 2002
Sphere Solutions January 2000 - October 2000
BT Alex. Brown July 1998 - January 2000
Skills
SDLC, Process Improvement, Vendor Management, Visio, Requirements Analysis, Integration, Analysis, Project Management, Data Analysis, Business Analysis
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2004
MBA, Information Technology
Haverford College 1994 — 1998
BA, Spanish
McDonogh School 1981 — 1994
Steven Dimitriou Steven Dimitriou's BT Alex Brown Experience October 1995 - February 1999
Job Managing Partner at Mayflower Advisors, LLC
Industry Financial Services
Experience
National Association of Plan Advisors (NAPA) March 2014 - Present
Mayflower Advisors, LLC September 2002 - Present
National Association of Plan Advisors (NAPA) May 2012 - March 2014
H. C. Wainwright & Co., Inc. February 1999 - September 2002
BT Alex. Brown October 1995 - February 1999
Skills
Investments, Retirement Planning, Financial Advisory, Retirement, Pensions, Mutual Funds, ERISA, Retirement Plan..., Investment Advisory, Wealth Management, Financial Services, Series 63, Series 7, 401k, Asset Allocation
Education
Colby College 1987 — 1991
BA, Honors Physics & Economics, Minor in Mathematics
National Association of Plan Advisors (NAPA) March 2014 - Present
Mayflower Advisors, LLC September 2002 - Present
National Association of Plan Advisors (NAPA) May 2012 - March 2014
H. C. Wainwright & Co., Inc. February 1999 - September 2002
BT Alex. Brown October 1995 - February 1999
Skills
Investments, Retirement Planning, Financial Advisory, Retirement, Pensions, Mutual Funds, ERISA, Retirement Plan..., Investment Advisory, Wealth Management, Financial Services, Series 63, Series 7, 401k, Asset Allocation
Education
Colby College 1987 — 1991
BA, Honors Physics & Economics, Minor in Mathematics
Ron Oswick's BT Alex Brown Experience May 1997 - May 2002
Job Senior Associate at Investment Management Services
Industry Investment Management
Experience
Investment Management Services June 2012 - Present
Morgan Stanley Wealth Management July 2007 - August 2011
Jefferies & Company September 2005 - June 2007
Deutsche Bank Securities November 2003 - August 2005
DB Alex Brown May 2002 - November 2003
BT Alex Brown May 1997 - May 2002
Alex Brown January 1996 - May 1997
Skills
Securities, Series 7, Bloomberg, Investment Advisory, Series 63, Wealth Management, Corporate Actions, Fixed Income, Investment Management, Process Improvement, Microsoft Excel, Bonds, Vendor Management, Performance Measurement, Investments, Financial Services, Retirement, Middle Office, Wealth Management..., Series 65, Uniform Combined State..., 401k, Eagle PACE, FactSet, Alternative Investments, Mutual Funds, Portfolio Management
Education
Loyola College in Maryland 1999 — 2001
Master's degree, Business Administration and Management, General
Loyola College in Maryland 1991 — 1995
Bachelor's degree, Business Administration and Management, General
Investment Management Services June 2012 - Present
Morgan Stanley Wealth Management July 2007 - August 2011
Jefferies & Company September 2005 - June 2007
Deutsche Bank Securities November 2003 - August 2005
DB Alex Brown May 2002 - November 2003
BT Alex Brown May 1997 - May 2002
Alex Brown January 1996 - May 1997
Skills
Securities, Series 7, Bloomberg, Investment Advisory, Series 63, Wealth Management, Corporate Actions, Fixed Income, Investment Management, Process Improvement, Microsoft Excel, Bonds, Vendor Management, Performance Measurement, Investments, Financial Services, Retirement, Middle Office, Wealth Management..., Series 65, Uniform Combined State..., 401k, Eagle PACE, FactSet, Alternative Investments, Mutual Funds, Portfolio Management
Education
Loyola College in Maryland 1999 — 2001
Master's degree, Business Administration and Management, General
Loyola College in Maryland 1991 — 1995
Bachelor's degree, Business Administration and Management, General
Jared Morgan's BT Alex Brown Experience 1997 - 1999
Job Vice President at Spirit Realty Capital
Industry Real Estate
Experience
Spirit Realty Capital June 2013 - Present
STNL Advisors, LLC October 2008 - Present
Sovereign Investment Company August 2006 - July 2011
Excess Space Retail Services January 2002 - October 2006
Wired Environments - Apollo Real Estate Advisors joint venture 1999 - 2002
BT Alex. Brown 1997 - 1999
Arthur Anderson 1994 - 1997
Skills
Lease Restructuring, Asset Disposition, Sale Leaseback Financing, Real Estate..., Lease Abstracting, Finance, Sale-Leaseback, Real Estate, Valuation, Asset, Leases, Leasing, Disposition, Property, Acquisitions, Investment Properties, Joint Ventures, Real Estate Development, Location Intelligence, Brokerage, Commercial Real Estate, Real Estate Economics, Dispositions
Education
Colby College 1990 — 1994
Bachelor of Arts (B.A.), History
Loomis Chaffee
Spirit Realty Capital June 2013 - Present
STNL Advisors, LLC October 2008 - Present
Sovereign Investment Company August 2006 - July 2011
Excess Space Retail Services January 2002 - October 2006
Wired Environments - Apollo Real Estate Advisors joint venture 1999 - 2002
BT Alex. Brown 1997 - 1999
Arthur Anderson 1994 - 1997
Skills
Lease Restructuring, Asset Disposition, Sale Leaseback Financing, Real Estate..., Lease Abstracting, Finance, Sale-Leaseback, Real Estate, Valuation, Asset, Leases, Leasing, Disposition, Property, Acquisitions, Investment Properties, Joint Ventures, Real Estate Development, Location Intelligence, Brokerage, Commercial Real Estate, Real Estate Economics, Dispositions
Education
Colby College 1990 — 1994
Bachelor of Arts (B.A.), History
Loomis Chaffee
Alexandra Band Alexandra Band's BT Alex Brown Experience 1995 - 1998
Job SVP, Head of Corporate Development
Industry Investment Banking
Experience
Raymond James Financial Inc. July 2011 - Present
Raymond James Financial Inc. June 2006 - July 2011
Bank of America 2000 - 2004
Lucent Technologies 1998 - 2000
BT. Alex Brown 1995 - 1998
Skills
Corporate Finance, Investment Banking, Valuation, Mergers & Acquisitions, Acquisition Integration, Capital Markets, Private Equity, Due Diligence, Corporate Development, Investments, Financial Modeling, Structured Finance, Equities, Financial Analysis, Portfolio Management, Asset Management, Finance, Financial Planning, Strategy, Financial Services, Securities, Wealth Management, Risk Management, Series 7, Alternative Investments, Fixed Income, Business Strategy, Mutual Funds, Venture Capital, Management, Hedge Funds, Strategic Planning, Marketing
Education
Northwestern University - Kellogg School of Management 1995 — 1998
MBA, Finance
The London School of Economics and Political Science (LSE) 1992 — 1993
MSc (Econ.), European Economics and Integraton
Harvard University 1988 — 1992
BA, Government, Economics, Social Studies
University of Oxford 1990 — 1991
Visiting, PP&E
Raymond James Financial Inc. July 2011 - Present
Raymond James Financial Inc. June 2006 - July 2011
Bank of America 2000 - 2004
Lucent Technologies 1998 - 2000
BT. Alex Brown 1995 - 1998
Skills
Corporate Finance, Investment Banking, Valuation, Mergers & Acquisitions, Acquisition Integration, Capital Markets, Private Equity, Due Diligence, Corporate Development, Investments, Financial Modeling, Structured Finance, Equities, Financial Analysis, Portfolio Management, Asset Management, Finance, Financial Planning, Strategy, Financial Services, Securities, Wealth Management, Risk Management, Series 7, Alternative Investments, Fixed Income, Business Strategy, Mutual Funds, Venture Capital, Management, Hedge Funds, Strategic Planning, Marketing
Education
Northwestern University - Kellogg School of Management 1995 — 1998
MBA, Finance
The London School of Economics and Political Science (LSE) 1992 — 1993
MSc (Econ.), European Economics and Integraton
Harvard University 1988 — 1992
BA, Government, Economics, Social Studies
University of Oxford 1990 — 1991
Visiting, PP&E
Sam Pasarow's BT Alex Brown Experience January 1998 - April 1999
Job Principal, Berkeley High School
Industry Education Management
Experience
Berkeley High School June 2015 - Present
Oakland Unified School District June 2006 - June 2015
West Contra Costa Unified School District August 2003 - June 2006
eGroups May 2001 - October 2001
@plan Inc. October 2000 - October 2001
24/7 Media Inc. April 1999 - May 2000
BT Alex Brown January 1998 - April 1999
Skills
Educational Leadership, Curriculum Development, Curriculum Design, Lesson Planning, Teaching, K-12
Education
University of California, Berkeley 2002 — 2005
Master of Arts (M.A.), Education, 4.0
University of California, Berkeley 1993 — 1997
Bachelor of Arts (B.A.), English Language and Literature/Letters, 3.5
Berkeley High School June 2015 - Present
Oakland Unified School District June 2006 - June 2015
West Contra Costa Unified School District August 2003 - June 2006
eGroups May 2001 - October 2001
@plan Inc. October 2000 - October 2001
24/7 Media Inc. April 1999 - May 2000
BT Alex Brown January 1998 - April 1999
Skills
Educational Leadership, Curriculum Development, Curriculum Design, Lesson Planning, Teaching, K-12
Education
University of California, Berkeley 2002 — 2005
Master of Arts (M.A.), Education, 4.0
University of California, Berkeley 1993 — 1997
Bachelor of Arts (B.A.), English Language and Literature/Letters, 3.5
Joseph Lamy Joseph Lamy's BT Alex Brown Experience 1998 - 2000
Job CoFounder at Localized Water Solutions, Inc.
Industry Renewables & Environment
Experience
Localized Water Solutions, Inc. June 2012 - Present
Mankind Entertainment LLC 2009 - Present
Capital City Partners, Inc. February 2002 - Present
Ingenio 2000 - 2002
BT Alex. Brown 1998 - 2000
Education
Rice University 1994 — 1998
BA, Economics
Westlake High School
Localized Water Solutions, Inc. June 2012 - Present
Mankind Entertainment LLC 2009 - Present
Capital City Partners, Inc. February 2002 - Present
Ingenio 2000 - 2002
BT Alex. Brown 1998 - 2000
Education
Rice University 1994 — 1998
BA, Economics
Westlake High School
Hilary Schiraldi's BT Alex Brown Experience 1998 - 1998
Job Head Librarian, Thomas J. Long Business Library at UC Berkeley
Industry Higher Education
Experience
UC Berkeley February 2012 - Present
UC Berkeley November 2009 - February 2012
Credit Suisse June 2004 - August 2007
BT Alex. Brown 1998 - 1998
Skills
Library, Research, Teaching, Higher Education, Library Science, Collection Development, Library Instruction, Information Literacy, Academic Libraries, Digital Libraries, Information Retrieval, Library Research, Library Management
Education
Pratt Institute 2002 — 2004
MS in LIS, Library and Information Science
Columbia University in the City of New York 1996 — 2000
BA
UC Berkeley February 2012 - Present
UC Berkeley November 2009 - February 2012
Credit Suisse June 2004 - August 2007
BT Alex. Brown 1998 - 1998
Skills
Library, Research, Teaching, Higher Education, Library Science, Collection Development, Library Instruction, Information Literacy, Academic Libraries, Digital Libraries, Information Retrieval, Library Research, Library Management
Education
Pratt Institute 2002 — 2004
MS in LIS, Library and Information Science
Columbia University in the City of New York 1996 — 2000
BA
Eric Enderle Eric Enderle's BT Alex Brown Experience 1997 - 1999
Job Chief Operating Officer at CareSpot Express Healthcare
Industry Hospital & Health Care
Experience
CareSpot September 2011 - Present
Renal Advantage Inc. November 2005 - July 2011
Ardent Health Services May 2003 - November 2005
Credit Suisse First Boston February 1999 - November 2001
Deutsche Bank Alex. Brown 1997 - 1999
Alex. Brown & Sons 1997 - 1999
BT Alex. Brown 1997 - 1999
Skills
Healthcare, Leadership, Hospitals, Mergers & Acquisitions, Investment Banking, Management, Mergers, Sales, Financial Analysis, EMR, Negotiation, Strategic Planning, Equities, Healthcare Information..., Start-ups, Healthcare Management, Team Building, Budgets, Business Development, Process Improvement, Vendor Management
Education
University of Houston 1991 — 1993
MBA
University of Houston 1989 — 1991
BBA
CareSpot September 2011 - Present
Renal Advantage Inc. November 2005 - July 2011
Ardent Health Services May 2003 - November 2005
Credit Suisse First Boston February 1999 - November 2001
Deutsche Bank Alex. Brown 1997 - 1999
Alex. Brown & Sons 1997 - 1999
BT Alex. Brown 1997 - 1999
Skills
Healthcare, Leadership, Hospitals, Mergers & Acquisitions, Investment Banking, Management, Mergers, Sales, Financial Analysis, EMR, Negotiation, Strategic Planning, Equities, Healthcare Information..., Start-ups, Healthcare Management, Team Building, Budgets, Business Development, Process Improvement, Vendor Management
Education
University of Houston 1991 — 1993
MBA
University of Houston 1989 — 1991
BBA
Dan Donovan Dan Donovan's BT Alex Brown Experience 1997 - 1999
Job Partner at Donovan & Rainie, LLC
Industry Legal Services
Experience
Donovan & Rainie, LLC 2002 - Present
Deutsche Bank Securities 1999 - 2002
BT Alex. Brown 1997 - 1999
Alex. Brown & Sons Incorporated 1993 - 1997
Cowen & Company 1988 - 1993
Prudential-Bache Securities 1987 - 1988
EF Hutton & Company 1983 - 1988
Pollack & Kaminsky 1982 - 1983
Skills
Securities, Investment Advisory, Securities Law, Arbitration, Regulatory Counsel, Mediation, Securities Regulation, Financial Markets, Corporate Governance, Corporate Law, Securities Litigation, Litigation, Courts, Estate Planning, Broker-Dealer, FINRA, Commercial Litigation, Insurance, Class Actions, Alternative Dispute..., Civil Litigation, Business Litigation, White Collar Criminal..., Appeals, Dispute Resolution, Non-compete Agreements, Trade Secrets, Trial Practice, Product Liability, Insurance Law, Trials, Construction Law, Dispute, Privacy Law, Litigation Management, Torts, Bankruptcy, Competition Law, Legal Writing, Unfair Competition, Legal Compliance, Intellectual Property, Licensing, Legal Advice, Litigation Support, Employment Law, Legal Research, International..., Trusts, Administrative Law
Education
Boston University School of Law 1979 — 1982
JD
State University of New York College at Brockport 1976 — 1979
B.A., Political Science
Donovan & Rainie, LLC 2002 - Present
Deutsche Bank Securities 1999 - 2002
BT Alex. Brown 1997 - 1999
Alex. Brown & Sons Incorporated 1993 - 1997
Cowen & Company 1988 - 1993
Prudential-Bache Securities 1987 - 1988
EF Hutton & Company 1983 - 1988
Pollack & Kaminsky 1982 - 1983
Skills
Securities, Investment Advisory, Securities Law, Arbitration, Regulatory Counsel, Mediation, Securities Regulation, Financial Markets, Corporate Governance, Corporate Law, Securities Litigation, Litigation, Courts, Estate Planning, Broker-Dealer, FINRA, Commercial Litigation, Insurance, Class Actions, Alternative Dispute..., Civil Litigation, Business Litigation, White Collar Criminal..., Appeals, Dispute Resolution, Non-compete Agreements, Trade Secrets, Trial Practice, Product Liability, Insurance Law, Trials, Construction Law, Dispute, Privacy Law, Litigation Management, Torts, Bankruptcy, Competition Law, Legal Writing, Unfair Competition, Legal Compliance, Intellectual Property, Licensing, Legal Advice, Litigation Support, Employment Law, Legal Research, International..., Trusts, Administrative Law
Education
Boston University School of Law 1979 — 1982
JD
State University of New York College at Brockport 1976 — 1979
B.A., Political Science
Patrick Cairns Patrick Cairns's BT Alex Brown Experience 1997 - 1999
Job General Partner at Union Grove Venture Partners
Industry Investment Management
Experience
Union Grove Venture Partners February 2014 - Present
Morgan Creek Capital Management November 2012 - June 2014
Kidogo Capital Management June 2010 - December 2013
Montagu Newhall Associates September 2008 - June 2010
Grotech Ventures August 1999 - August 2008
Alex. Brown 1997 - 1999
Deutsche Bank 1997 - 1999
BT Alex. Brown 1997 - 1999
Education
Princeton University 1994 — 1997
Union Grove Venture Partners February 2014 - Present
Morgan Creek Capital Management November 2012 - June 2014
Kidogo Capital Management June 2010 - December 2013
Montagu Newhall Associates September 2008 - June 2010
Grotech Ventures August 1999 - August 2008
Alex. Brown 1997 - 1999
Deutsche Bank 1997 - 1999
BT Alex. Brown 1997 - 1999
Education
Princeton University 1994 — 1997
Thomas Allsman's BT Alex Brown Experience 1998 - 1999
Job Vice President, Executive Recruitment at TD
Industry Banking
Experience
TD September 2014 - Present
Quest Diagnostics February 2014 - September 2014
JP Morgan Chase August 2010 - February 2014
Heidrick & Struggles 2006 - 2009
Spherion 2004 - 2005
Hay Group 2000 - 2004
BT Alex Brown 1998 - 1999
Skills
Executive Search, Full...
Education
Bloomsburg University of Pennsylvania
Cardinal O'Hara
St Mary's
TD September 2014 - Present
Quest Diagnostics February 2014 - September 2014
JP Morgan Chase August 2010 - February 2014
Heidrick & Struggles 2006 - 2009
Spherion 2004 - 2005
Hay Group 2000 - 2004
BT Alex Brown 1998 - 1999
Skills
Executive Search, Full...
Education
Bloomsburg University of Pennsylvania
Cardinal O'Hara
St Mary's
Frederick McCarthy's BT Alex Brown Experience June 1997 - August 1999
Job Founder and Managing Member at Vertical Fields Capital
Industry Real Estate
Experience
Vertical Fields Capital January 2011 - Present
FlexBox Self Storage Holdings October 2007 - December 2010
Triumph Capital Group April 2001 - August 2005
TradeOut September 1999 - March 2001
BT Alex. Brown June 1997 - August 1999
Education
Columbia University in the City of New York 2005 — 2006
M.Sc
Brown University 1993 — 1996
AB
Vertical Fields Capital January 2011 - Present
FlexBox Self Storage Holdings October 2007 - December 2010
Triumph Capital Group April 2001 - August 2005
TradeOut September 1999 - March 2001
BT Alex. Brown June 1997 - August 1999
Education
Columbia University in the City of New York 2005 — 2006
M.Sc
Brown University 1993 — 1996
AB
Victor Miller's BT Alex Brown Experience 1996 - 1999
Job Chief Financial Officer at Hycor Biomedical
Industry Biotechnology
Experience
Hycor Biomedical August 2014 - Present
Neos Therapeutics 2009 - August 2014
Giles & Associates Consultancy January 2008 - January 2009
Baxter 2005 - 2007
Baxter Healthcare 2002 - 2005
Baxter Healthcare 2000 - 2002
Merrill Lynch 1999 - 2000
BT Alex Brown 1996 - 1999
Prudential Insurance 1992 - 1995
Skills
Due Diligence, Mergers, Licensing, Private Equity, Investment Banking, Pharmaceutical Industry, Corporate Development, Medical Devices, Finance, Strategy, Start-ups, Venture Capital, Commercialization, Competitive Analysis, Acquisition Integration, Joint Ventures, Emerging Markets, Contract Negotiation, Business Strategy, Biotechnology, Financial Modeling, Strategic Planning, Technology Transfer, Venture Debt, Investment Management, Treasury, Operating Budgets, Leasing, Financial Audits, Capital Budgeting, Capital Equipment..., Manufacturing, Product Development, R&D funding, Clinical Development, Innovation, Oncology, Mergers & Acquisitions, Divestitures, M&A experience, Business Development
Education
University of Pennsylvania - The Wharton School 1988 — 1992
Hycor Biomedical August 2014 - Present
Neos Therapeutics 2009 - August 2014
Giles & Associates Consultancy January 2008 - January 2009
Baxter 2005 - 2007
Baxter Healthcare 2002 - 2005
Baxter Healthcare 2000 - 2002
Merrill Lynch 1999 - 2000
BT Alex Brown 1996 - 1999
Prudential Insurance 1992 - 1995
Skills
Due Diligence, Mergers, Licensing, Private Equity, Investment Banking, Pharmaceutical Industry, Corporate Development, Medical Devices, Finance, Strategy, Start-ups, Venture Capital, Commercialization, Competitive Analysis, Acquisition Integration, Joint Ventures, Emerging Markets, Contract Negotiation, Business Strategy, Biotechnology, Financial Modeling, Strategic Planning, Technology Transfer, Venture Debt, Investment Management, Treasury, Operating Budgets, Leasing, Financial Audits, Capital Budgeting, Capital Equipment..., Manufacturing, Product Development, R&D funding, Clinical Development, Innovation, Oncology, Mergers & Acquisitions, Divestitures, M&A experience, Business Development
Education
University of Pennsylvania - The Wharton School 1988 — 1992
Gregory Doyle's BT Alex Brown Experience 1994 - 1999
Job Vice President, Investments
Industry Financial Services
Experience
Kruger November 2009 - Present
CDP Capital 2002 - 2005
Caisse de Depot et Placements du Quebec 2002 - 2005
Bear Stearns 1999 - 2001
BT Alex. Brown 1994 - 1999
Skills
Hedge Funds, Investment Strategies
Education
City University London 1990 — 1994
Université Nancy 2 1992 — 1993
DIM, Management
Kruger November 2009 - Present
CDP Capital 2002 - 2005
Caisse de Depot et Placements du Quebec 2002 - 2005
Bear Stearns 1999 - 2001
BT Alex. Brown 1994 - 1999
Skills
Hedge Funds, Investment Strategies
Education
City University London 1990 — 1994
Université Nancy 2 1992 — 1993
DIM, Management
Gregory Weibley's BT Alex Brown Experience April 1996 - October 1998
Job J.P. Morgan Institutional Equity Sales
Industry Financial Services
Experience
J.P. Morgan February 2006 - Present
Wachovia Securities October 1998 - June 2005
BT Alex Brown April 1996 - October 1998
Legg Mason May 1994 - April 1996
KPMG September 1992 - May 1994
Skills
Series 7, Equities, Equity Research, Financial Modeling, Quantitative Analytics, Statistical Modeling, Fixed Income, Investments, Investment Banking, Hedge Funds, Capital Markets, Wealth Management
Education
University of Delaware 1988 — 1992
B.S., Accounting
J.P. Morgan February 2006 - Present
Wachovia Securities October 1998 - June 2005
BT Alex Brown April 1996 - October 1998
Legg Mason May 1994 - April 1996
KPMG September 1992 - May 1994
Skills
Series 7, Equities, Equity Research, Financial Modeling, Quantitative Analytics, Statistical Modeling, Fixed Income, Investments, Investment Banking, Hedge Funds, Capital Markets, Wealth Management
Education
University of Delaware 1988 — 1992
B.S., Accounting
Andrew Tanton's BT Alex Brown Experience 1996 - 2002
Job Equity Trader at Brown Advisory
Industry Financial Services
Experience
Brown Advisory 2002 - Present
Brown Advisory 2002 - 2009
Deutsche Bank 1996 - 2002
BT Alex Brown 1996 - 2002
ALEX. BROWN & SONS, INC. 1996 - 2000
Education
Assumption College 1991 — 1995
Governor Dummer Academy 1987 — 1991
Brown Advisory 2002 - Present
Brown Advisory 2002 - 2009
Deutsche Bank 1996 - 2002
BT Alex Brown 1996 - 2002
ALEX. BROWN & SONS, INC. 1996 - 2000
Education
Assumption College 1991 — 1995
Governor Dummer Academy 1987 — 1991
Adam Theall's BT Alex Brown Experience February 1998 - June 1999
Job Senior Advisor at Impact Advisors, LLC
Industry Hospital & Health Care
Experience
Impact Advisors, LLC June 2008 - Present
Dental Logic, LLC January 2005 - February 2008
Mercy Health Partners November 2003 - March 2006
University of Michigan Health System May 2002 - October 2003
Lehman Brothers June 1999 - June 2001
BT Alex Brown February 1998 - June 1999
PaineWebber June 1996 - February 1998
State Street Bank 1992 - 1996
Education
University of Michigan 2001 — 2003
MBA, Finance, Strategy, Healthcare
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
Impact Advisors, LLC June 2008 - Present
Dental Logic, LLC January 2005 - February 2008
Mercy Health Partners November 2003 - March 2006
University of Michigan Health System May 2002 - October 2003
Lehman Brothers June 1999 - June 2001
BT Alex Brown February 1998 - June 1999
PaineWebber June 1996 - February 1998
State Street Bank 1992 - 1996
Education
University of Michigan 2001 — 2003
MBA, Finance, Strategy, Healthcare
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
Mieke Vandewalle's BT Alex Brown Experience May 1997 - February 1999
Job Database Administrator at GrandJean Capital Management
Industry Financial Services
Experience
Grand-Jean Capital Management 2002 - Present
(Self) Freelancer 1990 - 2004
eTranslate 1999 - 2001
BT Alex Brown May 1997 - February 1999
SPS Commerce August 1996 - February 1997
Skills
Project Management, Databases, Database Administration, Microsoft Excel, Microsoft Office, Team Leadership, Process Improvement, Customer Service, Program Management, Project Planning
Education
University of Minnesota-Twin Cities 1990 — 1996
BA, Linguistics
Grand-Jean Capital Management 2002 - Present
(Self) Freelancer 1990 - 2004
eTranslate 1999 - 2001
BT Alex Brown May 1997 - February 1999
SPS Commerce August 1996 - February 1997
Skills
Project Management, Databases, Database Administration, Microsoft Excel, Microsoft Office, Team Leadership, Process Improvement, Customer Service, Program Management, Project Planning
Education
University of Minnesota-Twin Cities 1990 — 1996
BA, Linguistics
Mark Klausner's BT Alex Brown Experience 1999 - 2000
Job Owner, Westwicke Partners, LLC
Industry Management Consulting
Experience
Westwicke Partners, LLC June 2006 - Present
Wachovia Securities June 2004 - May 2006
Signal Hill Capital 2003 - 2004
Deutsche Bank 2000 - 2002
BT Alex. Brown 1999 - 2000
Alex. Brown & Sons 1995 - 1999
Merrill Lynch 1993 - 1995
Skills
Investment Banking, Capital Markets, Equities, Healthcare, Investor Relations, Corporate Finance, Mergers, IPO, Management Consulting, Communications Strategy, Strategic Communications, Crisis Communications, Communications Planning, Investor Presentations, Institutional Investors, Mergers & Acquisitions, Executive Management, Valuation, Financial Structuring, Institutional..., Structured Finance, Fixed Income, Start-ups
Education
University of Virginia - Darden Graduate School of Business Administration 1989 — 1991
MBA
Colgate University 1983 — 1987
BA, Economics / Computer Science
London School of Economics and Political Science
Westwicke Partners, LLC June 2006 - Present
Wachovia Securities June 2004 - May 2006
Signal Hill Capital 2003 - 2004
Deutsche Bank 2000 - 2002
BT Alex. Brown 1999 - 2000
Alex. Brown & Sons 1995 - 1999
Merrill Lynch 1993 - 1995
Skills
Investment Banking, Capital Markets, Equities, Healthcare, Investor Relations, Corporate Finance, Mergers, IPO, Management Consulting, Communications Strategy, Strategic Communications, Crisis Communications, Communications Planning, Investor Presentations, Institutional Investors, Mergers & Acquisitions, Executive Management, Valuation, Financial Structuring, Institutional..., Structured Finance, Fixed Income, Start-ups
Education
University of Virginia - Darden Graduate School of Business Administration 1989 — 1991
MBA
Colgate University 1983 — 1987
BA, Economics / Computer Science
London School of Economics and Political Science
Jackie Kilian's BT Alex Brown Experience 1995 - 1999
Job Independent School Board Member
Industry Nonprofit Organization Management
Experience
The Hamlin School 2001 - Present
JMP Securities 1999 - 2005
BT Alex. Brown 1995 - 1999
Skills
Fundraising, Nonprofits, Volunteer Management, Event Planning, Public Speaking, Program Development, Community Outreach, Social Media, Research, Grant Writing, Finance, Event Management, Editing, Public Relations, Teaching, Media Relations, Press Releases, Leadership, Philanthropy, Data Analysis
Education
University of Pennsylvania 1987 — 1991
The Hamlin School 2001 - Present
JMP Securities 1999 - 2005
BT Alex. Brown 1995 - 1999
Skills
Fundraising, Nonprofits, Volunteer Management, Event Planning, Public Speaking, Program Development, Community Outreach, Social Media, Research, Grant Writing, Finance, Event Management, Editing, Public Relations, Teaching, Media Relations, Press Releases, Leadership, Philanthropy, Data Analysis
Education
University of Pennsylvania 1987 — 1991
Eric Gomberg's BT Alex Brown Experience September 1997 - January 1999
Job Founder of Dane Capital Management
Industry Financial Services
Experience
Dane Capital Management, LLC August 2014 - Present
Lazoo Worldwide January 2011 - August 2014
Atlantic Realty Development Co. June 2009 - January 2011
Obrem Capital May 2007 - May 2009
Thomas Weisel Partners 1999 - 2007
BT Alex Brown September 1997 - January 1999
Cowen and Company August 1996 - September 1997
Snapple Beverage Corp. 1993 - 1994
Skills
Venture Capital, Corporate Positioning, Financial Modeling, Strategic Planning, Market Analysis, Equity Research, Value Investing, Semiconductor Industry, Valuation, Equities, Investments, Private Equity, Alternative Investments, Strategy, Mergers & Acquisitions, Portfolio Management, General Awesomeness, Strategic Partnerships, Managerial Finance, Positioning, Corporate Finance, Capital Markets, Due Diligence, IPO, Awesomeness
Education
University of Chicago 1994 — 1996
MBA, Finance
University of Pennsylvania - The Wharton School 1989 — 1993
BS, Economics
Dane Capital Management, LLC August 2014 - Present
Lazoo Worldwide January 2011 - August 2014
Atlantic Realty Development Co. June 2009 - January 2011
Obrem Capital May 2007 - May 2009
Thomas Weisel Partners 1999 - 2007
BT Alex Brown September 1997 - January 1999
Cowen and Company August 1996 - September 1997
Snapple Beverage Corp. 1993 - 1994
Skills
Venture Capital, Corporate Positioning, Financial Modeling, Strategic Planning, Market Analysis, Equity Research, Value Investing, Semiconductor Industry, Valuation, Equities, Investments, Private Equity, Alternative Investments, Strategy, Mergers & Acquisitions, Portfolio Management, General Awesomeness, Strategic Partnerships, Managerial Finance, Positioning, Corporate Finance, Capital Markets, Due Diligence, IPO, Awesomeness
Education
University of Chicago 1994 — 1996
MBA, Finance
University of Pennsylvania - The Wharton School 1989 — 1993
BS, Economics
John Polatz's BT Alex Brown Experience May 1997 - August 1998
Job Chief Executive Officer
Industry Health, Wellness and Fitness
Experience
PS Lifestyle January 2010 - Present
PS Magazine November 2013 - Present
Cavotec MSL July 2004 - December 2009
Fleming Financial Advisors April 2003 - June 2004
Railworks August 1998 - April 2003
BT Alex Brown May 1997 - August 1998
Skills
Mergers, Corporate Finance, Marketing, Elder Care, Healthcare, Finance, Budgets, Long-term Care, Strategic Planning, Fundraising, Team Building, Beauty Industry, Business Development, Corporate Development, Healthcare Industry, Investments, Leadership, Leadership Development, Mergers, Negotiation, New Business Development, Nonprofits, Sales, Seniors, Small Business, Start-ups
Education
Duke University 1993 — 1997
Bachelor's degree, Public Policy & History
PS Lifestyle January 2010 - Present
PS Magazine November 2013 - Present
Cavotec MSL July 2004 - December 2009
Fleming Financial Advisors April 2003 - June 2004
Railworks August 1998 - April 2003
BT Alex Brown May 1997 - August 1998
Skills
Mergers, Corporate Finance, Marketing, Elder Care, Healthcare, Finance, Budgets, Long-term Care, Strategic Planning, Fundraising, Team Building, Beauty Industry, Business Development, Corporate Development, Healthcare Industry, Investments, Leadership, Leadership Development, Mergers, Negotiation, New Business Development, Nonprofits, Sales, Seniors, Small Business, Start-ups
Education
Duke University 1993 — 1997
Bachelor's degree, Public Policy & History
Dickerson Miles's BT Alex Brown Experience 1998 - 2000
Job Vice President, COO Technology Management Services at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2012 - Present
Goldman Sachs March 2010 - Present
MF Global August 2009 - March 2010
UBS 2000 - 2009
UBS Investment Bank 2004 - 2008
UBS Investment Bank 2001 - 2004
PaineWebber 2000 - 2001
Bankers Trust / Deutsche Bank 1998 - 2000
BT Alex Brown 1998 - 2000
Deloitte Consulting 1991 - 1998
Skills
Program Management, Outsourcing, Strategy, Management Consulting, IT Strategy, Investment Banking, Governance, Business Process..., Management, Change Management, Project Portfolio..., Business Analysis, SDLC, Risk Management, Offshoring, PMO, Leadership, Business Strategy, Business Transformation, Executive Management, Financial Services, Integration, Managerial Finance, IT Management, Portfolio Management
Education
Columbia University - Columbia Business School 1994 — 1996
MBA
Indiana University Bloomington 1983 — 1988
BS
Goldman Sachs July 2012 - Present
Goldman Sachs March 2010 - Present
MF Global August 2009 - March 2010
UBS 2000 - 2009
UBS Investment Bank 2004 - 2008
UBS Investment Bank 2001 - 2004
PaineWebber 2000 - 2001
Bankers Trust / Deutsche Bank 1998 - 2000
BT Alex Brown 1998 - 2000
Deloitte Consulting 1991 - 1998
Skills
Program Management, Outsourcing, Strategy, Management Consulting, IT Strategy, Investment Banking, Governance, Business Process..., Management, Change Management, Project Portfolio..., Business Analysis, SDLC, Risk Management, Offshoring, PMO, Leadership, Business Strategy, Business Transformation, Executive Management, Financial Services, Integration, Managerial Finance, IT Management, Portfolio Management
Education
Columbia University - Columbia Business School 1994 — 1996
MBA
Indiana University Bloomington 1983 — 1988
BS
Andrew Layton's BT Alex Brown Experience September 1996 - July 1998
Job Chief Acquisition Officer at Student Quarters, a division of St. Clair Holdings
Industry Real Estate
Experience
Student Quarters, a division of St. Clair Holdings December 2013 - Present
Kayne Anderson Real Estate Partners April 2008 - October 2012
ING April 1999 - March 2008
BT Alex. Brown September 1996 - July 1998
Skills
Asset Managment, Financial Modeling, Valuation, Private Equity, Due Diligence, Asset Management, Finance, Investment Properties, Investments, Real Estate, Mergers & Acquisitions, Hedge Funds, Real Estate Economics, Portfolio Management, Real Estate Development, Structured Finance, Corporate Finance, Investment Banking, Equities, Alternative Investments, Venture Capital, Financial Analysis
Education
University of Maryland - Robert H. Smith School of Business 1993 — 1996
M.B.A., Finance
Georgetown University Law Center 1990 — 1993
JD
Duke University 1986 — 1990
B.A., Public Policy Studies / Political Science
Student Quarters, a division of St. Clair Holdings December 2013 - Present
Kayne Anderson Real Estate Partners April 2008 - October 2012
ING April 1999 - March 2008
BT Alex. Brown September 1996 - July 1998
Skills
Asset Managment, Financial Modeling, Valuation, Private Equity, Due Diligence, Asset Management, Finance, Investment Properties, Investments, Real Estate, Mergers & Acquisitions, Hedge Funds, Real Estate Economics, Portfolio Management, Real Estate Development, Structured Finance, Corporate Finance, Investment Banking, Equities, Alternative Investments, Venture Capital, Financial Analysis
Education
University of Maryland - Robert H. Smith School of Business 1993 — 1996
M.B.A., Finance
Georgetown University Law Center 1990 — 1993
JD
Duke University 1986 — 1990
B.A., Public Policy Studies / Political Science
Fred Eisenbrandt's BT Alex Brown Experience 1997 - 1999
Job Chief Operating Officer at Smart Home Services LLC
Industry Construction
Experience
Smart Home Services LLC November 2011 - Present
Morgan Stanley November 2008 - July 2010
Deutsche Bank Securities August 1991 - March 2008
Deutsche Bank 1999 - 2008
Deutsche Bank Alex. Brown 1991 - 2000
BT Alex Brown 1997 - 1999
Alex. Brown 1984 - 1997
Alex. Brown & Sons 1984 - 1997
Skills
Equities, Series 7, Financial Services, Equity Capital Markets, Marketing, Asset Management, Investments, Capital Markets, Investment Banking
Education
University of Pennsylvania 1971 — 1974
BA, Economics
St. Paul's Brooklandville
Smart Home Services LLC November 2011 - Present
Morgan Stanley November 2008 - July 2010
Deutsche Bank Securities August 1991 - March 2008
Deutsche Bank 1999 - 2008
Deutsche Bank Alex. Brown 1991 - 2000
BT Alex Brown 1997 - 1999
Alex. Brown 1984 - 1997
Alex. Brown & Sons 1984 - 1997
Skills
Equities, Series 7, Financial Services, Equity Capital Markets, Marketing, Asset Management, Investments, Capital Markets, Investment Banking
Education
University of Pennsylvania 1971 — 1974
BA, Economics
St. Paul's Brooklandville
Cameron Pforr's BT Alex Brown Experience 1998 - 1999
Job Technology Executive at Permabit
Industry Information Technology and Services
Experience
Permabit Technology Corp April 2013 - Present
WHIPTAIL September 2012 - November 2013
WhipTail Technologies, Inc 2011 - 2012
Revolution Partners 2005 - 2010
Mustang Capital Partners 2003 - 2005
Deutsche Bank Securities 1998 - 2003
BT Alex Brown 1998 - 1999
Bain & Company 1996 - 1998
U.S. Department of State 1989 - 1995
US Department of Defense 1986 - 1989
Skills
Mergers & Acquisitions, Strategy, Venture Capital, Enterprise Software, Business Development, Due Diligence, Private Equity, Business Strategy, Cloud Computing, Corporate Development, Valuation, Corporate Finance, Management, Executive Management, Leadership
Education
University of Pennsylvania 1994 — 1996
M.A., International Studies
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
William & Mary 1982 — 1986
B.S., Computer Science
Hopkins
Permabit Technology Corp April 2013 - Present
WHIPTAIL September 2012 - November 2013
WhipTail Technologies, Inc 2011 - 2012
Revolution Partners 2005 - 2010
Mustang Capital Partners 2003 - 2005
Deutsche Bank Securities 1998 - 2003
BT Alex Brown 1998 - 1999
Bain & Company 1996 - 1998
U.S. Department of State 1989 - 1995
US Department of Defense 1986 - 1989
Skills
Mergers & Acquisitions, Strategy, Venture Capital, Enterprise Software, Business Development, Due Diligence, Private Equity, Business Strategy, Cloud Computing, Corporate Development, Valuation, Corporate Finance, Management, Executive Management, Leadership
Education
University of Pennsylvania 1994 — 1996
M.A., International Studies
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
William & Mary 1982 — 1986
B.S., Computer Science
Hopkins
Janifer Burns's BT Alex Brown Experience 1986 - 1998
Job Financial Services Professional
Industry Financial Services
Experience
BBVA Securities 1998 - 2008
BT Alex. Brown 1986 - 1998
Skills
Capital Markets, Emerging Markets, Fixed Income, Portfolio Management, Investment Banking
Education
Stanford University
AB with Honors, Population Studies
University of Pennsylvania
MA, International Studies, Latin America
University of Pennsylvania - The Wharton School
MBA, International Finance
BBVA Securities 1998 - 2008
BT Alex. Brown 1986 - 1998
Skills
Capital Markets, Emerging Markets, Fixed Income, Portfolio Management, Investment Banking
Education
Stanford University
AB with Honors, Population Studies
University of Pennsylvania
MA, International Studies, Latin America
University of Pennsylvania - The Wharton School
MBA, International Finance
Mike Kostolansky's BT Alex Brown Experience 1997 - 1998
Job COO & CFO at Malachite Capital Management
Industry Investment Management
Experience
Malachite Capital Management October 2013 - Present
Spartus Capital Management LP January 2012 - December 2012
Acuity Capital Management LLC January 2008 - January 2012
Parabolic Partners Capital Management March 2005 - December 2007
Wedbush Morgan Securities / Englander Research 2004 - 2004
LifeServ Corporation 1998 - 2003
BT Alex. Brown 1997 - 1998
Donaldson, Lufkin & Jenrette / Lehman Brothers 1994 - 1996
Deloitte Consulting 1992 - 1994
ICI Americas 1987 - 1990
Skills
Accounting, Operations Management, Finance, Auditing, Hedge Funds, Fund Administration, Compliance, Compliance Testing, Management Consulting, Alternative Investments, Portfolio Management, Securities, Equities, Valuation, Options, Internal Controls, FX Options, Mutual Funds, Commodity, Asset Management, Investor Relations, Fund Of Funds, Prime Brokerage, Private Equity, Fixed Income, Investments, Derivatives
Education
University of Michigan - Stephen M. Ross School of Business 1990 — 1992
MBA, MBA
Carnegie Mellon University 1983 — 1987
Bachelors of Science, Chemical Engineering
Malachite Capital Management October 2013 - Present
Spartus Capital Management LP January 2012 - December 2012
Acuity Capital Management LLC January 2008 - January 2012
Parabolic Partners Capital Management March 2005 - December 2007
Wedbush Morgan Securities / Englander Research 2004 - 2004
LifeServ Corporation 1998 - 2003
BT Alex. Brown 1997 - 1998
Donaldson, Lufkin & Jenrette / Lehman Brothers 1994 - 1996
Deloitte Consulting 1992 - 1994
ICI Americas 1987 - 1990
Skills
Accounting, Operations Management, Finance, Auditing, Hedge Funds, Fund Administration, Compliance, Compliance Testing, Management Consulting, Alternative Investments, Portfolio Management, Securities, Equities, Valuation, Options, Internal Controls, FX Options, Mutual Funds, Commodity, Asset Management, Investor Relations, Fund Of Funds, Prime Brokerage, Private Equity, Fixed Income, Investments, Derivatives
Education
University of Michigan - Stephen M. Ross School of Business 1990 — 1992
MBA, MBA
Carnegie Mellon University 1983 — 1987
Bachelors of Science, Chemical Engineering
David Janke's BT Alex Brown Experience 1996 - 1998
Job Managing Partner at BlackSwan Partners LP
Industry Investment Management
Experience
Blackswan Partners, LP 2007 - Present
giggle 2007 - 2014
Bluefly 2009 - 2012
SonomaWest Holdings, Inc. 2007 - 2011
Starwood Capital Group 2003 - 2006
Tyco International 2000 - 2001
Soros Fund Management 1998 - 2000
BT Alex. Brown 1996 - 1998
Skills
Finance, Financial Modeling, Entrepreneurship, Strategic Planning, Private Equity, Business Strategy, Real Estate Economics, Management, Investment Banking, Valuation, Venture Capital, Financial Analysis, Corporate Finance, Due Diligence, Equities, Investments, Investment Strategies, Alternative Investments, Capital Markets, Asset Management, Mergers & Acquisitions, Hedge Funds, Portfolio Management, Start-ups, Restructuring, Financial Structuring
Education
Harvard Business School 2001 — 2003
Middlebury College 1992 — 1996
Blackswan Partners, LP 2007 - Present
giggle 2007 - 2014
Bluefly 2009 - 2012
SonomaWest Holdings, Inc. 2007 - 2011
Starwood Capital Group 2003 - 2006
Tyco International 2000 - 2001
Soros Fund Management 1998 - 2000
BT Alex. Brown 1996 - 1998
Skills
Finance, Financial Modeling, Entrepreneurship, Strategic Planning, Private Equity, Business Strategy, Real Estate Economics, Management, Investment Banking, Valuation, Venture Capital, Financial Analysis, Corporate Finance, Due Diligence, Equities, Investments, Investment Strategies, Alternative Investments, Capital Markets, Asset Management, Mergers & Acquisitions, Hedge Funds, Portfolio Management, Start-ups, Restructuring, Financial Structuring
Education
Harvard Business School 2001 — 2003
Middlebury College 1992 — 1996
Dansby White's BT Alex Brown Experience 1996 - 1998
Job Managing Director at Societe Generale
Industry Investment Banking
Experience
Societe Generale 2006 - June 2013
Highland Capital Management 2004 - 2006
Jefferson Patriot Group 2003 - 2003
Merrill Lynch 1998 - 2002
BT Alex Brown 1996 - 1998
White & Case 1992 - 1996
Cahill Gordon & Reindel 1985 - 1993
New Jersey Supreme Court 1987 - 1988
GATX Leasing Corporation 1981 - 1985
Education
Rutgers University School of Law - Newark 1984 — 1987
JD, Law
Northwestern University - Kellogg School of Management 1979 — 1981
MBA, Finance/Accounting/International Business
Northwestern University 1975 — 1979
BA, Economics
Societe Generale 2006 - June 2013
Highland Capital Management 2004 - 2006
Jefferson Patriot Group 2003 - 2003
Merrill Lynch 1998 - 2002
BT Alex Brown 1996 - 1998
White & Case 1992 - 1996
Cahill Gordon & Reindel 1985 - 1993
New Jersey Supreme Court 1987 - 1988
GATX Leasing Corporation 1981 - 1985
Education
Rutgers University School of Law - Newark 1984 — 1987
JD, Law
Northwestern University - Kellogg School of Management 1979 — 1981
MBA, Finance/Accounting/International Business
Northwestern University 1975 — 1979
BA, Economics
Douglas Sanders's BT Alex Brown Experience October 1997 - September 1999
Job Senior Vice PresidentWealth Management UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services May 2008 - Present
Deutsche Bank Alex Brown September 1999 - May 2008
BT-Alex Brown October 1997 - September 1999
Alex Brown & Sons April 1983 - October 1997
Education
Babson College 1980 — 1982
MBA, Finance
Bentley University 1977 — 1979
BS
Bryant University 1975 — 1977
Finance
UBS Financial Services May 2008 - Present
Deutsche Bank Alex Brown September 1999 - May 2008
BT-Alex Brown October 1997 - September 1999
Alex Brown & Sons April 1983 - October 1997
Education
Babson College 1980 — 1982
MBA, Finance
Bentley University 1977 — 1979
BS
Bryant University 1975 — 1977
Finance
Paul Chartier, CFA's BT Alex Brown Experience 1998 - 2000
Job Financial Services Professional
Industry Financial Services
Experience
Chartier Redevelopment Group January 2008 - Present
HSBC 2013 - Present
Merrill Lynch 2012 - 2013
FTN Financial 2009 - 2010
Dresdner Kleinwort / Wachovia 2004 - 2008
UBS Securities LLC 2000 - 2003
BT Alex Brown 1998 - 2000
Bear Stearns 1996 - 1997
Skills
Equities, Derivatives, Asset Management, Prime Brokerage, Hedge Funds, Options, Financial Services, Finance, Equity Research, Credit, Start-ups, Accounting, Fixed Income, Management, Alternative Investments, Securities, Series 7, Capital Markets, Investment Banking, Electronic Trading, Trading, Bloomberg, Series 63, Portfolio Management
Education
Fordham University 2011 — 2013
MSCi, Computer and InformationScience
Providence College 1991 — 1995
Bachelor of Science (BS), Accounting
Bergen Catholic High School 1988 — 1991
High School
Chartier Redevelopment Group January 2008 - Present
HSBC 2013 - Present
Merrill Lynch 2012 - 2013
FTN Financial 2009 - 2010
Dresdner Kleinwort / Wachovia 2004 - 2008
UBS Securities LLC 2000 - 2003
BT Alex Brown 1998 - 2000
Bear Stearns 1996 - 1997
Skills
Equities, Derivatives, Asset Management, Prime Brokerage, Hedge Funds, Options, Financial Services, Finance, Equity Research, Credit, Start-ups, Accounting, Fixed Income, Management, Alternative Investments, Securities, Series 7, Capital Markets, Investment Banking, Electronic Trading, Trading, Bloomberg, Series 63, Portfolio Management
Education
Fordham University 2011 — 2013
MSCi, Computer and InformationScience
Providence College 1991 — 1995
Bachelor of Science (BS), Accounting
Bergen Catholic High School 1988 — 1991
High School
Barry C. Curtis's BT Alex Brown Experience July 1997 - June 2000
Job President, BEST Fence, LLC
Industry Construction
Experience
Best Fence LLC January 2009 - Present
Vicour Holdings January 2009 - Present
Cooke Bros Funeral Chapel, Inc. January 2003 - Present
Legg Mason Wood Walker, Inc. & Stifel Nicolaus & Company, Inc February 2004 - September 2008
Deutsche Bank Securities (DBS) June 2000 - December 2003
BT Alex. Brown July 1997 - June 2000
Alex. Brown & Sons January 1994 - June 1997
Prudential Real Estate Group May 1990 - December 1993
J.P. Morgan & Co. Incorporated July 1986 - August 1988
Skills
Entrepreneurship, Small Business, Start-ups, Leadership Development, Team Building, Mergers & Acquisitions, Real Estate Development, Contract Negotiation, Public Speaking, Strategic Planning, Business Development, Program Management, Risk Management, Customer Service, Value Engineering
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance and Real Estate
Howard University 1982 — 1985
Bachelor of Business Administration (BBA), Accounting
Best Fence LLC January 2009 - Present
Vicour Holdings January 2009 - Present
Cooke Bros Funeral Chapel, Inc. January 2003 - Present
Legg Mason Wood Walker, Inc. & Stifel Nicolaus & Company, Inc February 2004 - September 2008
Deutsche Bank Securities (DBS) June 2000 - December 2003
BT Alex. Brown July 1997 - June 2000
Alex. Brown & Sons January 1994 - June 1997
Prudential Real Estate Group May 1990 - December 1993
J.P. Morgan & Co. Incorporated July 1986 - August 1988
Skills
Entrepreneurship, Small Business, Start-ups, Leadership Development, Team Building, Mergers & Acquisitions, Real Estate Development, Contract Negotiation, Public Speaking, Strategic Planning, Business Development, Program Management, Risk Management, Customer Service, Value Engineering
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance and Real Estate
Howard University 1982 — 1985
Bachelor of Business Administration (BBA), Accounting
Brian Cavanaugh's BT Alex Brown Experience 1993 - 1998
Job President & Founder, Klox Inc.
Industry Computer Software
Experience
Klox, Inc. December 2010 - Present
Medley Capital LLC 2006 - December 2010
Cavanaugh Consulting LLC 1998 - 2006
LTC Consulting 2002 - 2004
BT Alex. Brown 1993 - 1998
JP Morgan Securities 1985 - 1993
Skills
Capital Markets, Portfolio Management, Finance, Strategy, Investment Banking, Hedge Funds, Start-ups, Private Equity, Outsourcing, SaaS, Executive Management, Investment Management, Corporate Law, Fixed Income, Venture Capital
Education
Cornell University - Johnson Graduate School of Management 1983 — 1985
MBA, Finance/Accounting
The College of Wooster 1979 — 1983
BA, Economics
Klox, Inc. December 2010 - Present
Medley Capital LLC 2006 - December 2010
Cavanaugh Consulting LLC 1998 - 2006
LTC Consulting 2002 - 2004
BT Alex. Brown 1993 - 1998
JP Morgan Securities 1985 - 1993
Skills
Capital Markets, Portfolio Management, Finance, Strategy, Investment Banking, Hedge Funds, Start-ups, Private Equity, Outsourcing, SaaS, Executive Management, Investment Management, Corporate Law, Fixed Income, Venture Capital
Education
Cornell University - Johnson Graduate School of Management 1983 — 1985
MBA, Finance/Accounting
The College of Wooster 1979 — 1983
BA, Economics
Russell Ray's BT Alex Brown Experience 1997 - 1999
Job Managing Partner at HLM Venture Partners
Industry Venture Capital & Private Equity
Experience
HLM Venture Partners September 2003 - Present
Credit Suisse First Boston 1999 - 2002
BT Alex. Brown 1997 - 1999
Alex. Brown Inc. 1987 - 1995
Merrill Lynch 1982 - 1987
Skills
Due Diligence, Healthcare, Venture Capital, Mergers, Investment Banking, Deal Sourcing, Private Placements, Start-ups, Entrepreneurship, Capital Markets, Mergers & Acquisitions, Investments, Valuation, Corporate Development, Strategic Planning, Capital Raising, Business Strategy, Growth Capital, Buyouts, Angel Investing, IPO, LBO, Private Equity, Management, Alternative Investments, Divestitures, M&A experience, Venture Financing
Education
University of Pennsylvania 1978 — 1982
MS/MBA, Evolutionary Biology/Finance
University of Washington 1976 — 1978
Bachelor's degree, Zoology/Animal Biology
United States Military Academy at West Point 1966 — 1970
Bachelor's degree, Engineering
HLM Venture Partners September 2003 - Present
Credit Suisse First Boston 1999 - 2002
BT Alex. Brown 1997 - 1999
Alex. Brown Inc. 1987 - 1995
Merrill Lynch 1982 - 1987
Skills
Due Diligence, Healthcare, Venture Capital, Mergers, Investment Banking, Deal Sourcing, Private Placements, Start-ups, Entrepreneurship, Capital Markets, Mergers & Acquisitions, Investments, Valuation, Corporate Development, Strategic Planning, Capital Raising, Business Strategy, Growth Capital, Buyouts, Angel Investing, IPO, LBO, Private Equity, Management, Alternative Investments, Divestitures, M&A experience, Venture Financing
Education
University of Pennsylvania 1978 — 1982
MS/MBA, Evolutionary Biology/Finance
University of Washington 1976 — 1978
Bachelor's degree, Zoology/Animal Biology
United States Military Academy at West Point 1966 — 1970
Bachelor's degree, Engineering
Andrew (Andy) MacDowell's BT Alex Brown Experience 1995 - 1998
Job M&A Technical Analysis & Operational Integration enthusiast
Industry Information Technology and Services
Experience
Blue Jeans Networks 2013 - Present
Schurz Communications 2011 - 2013
AT&T 2007 - 2011
Insight Communications 2004 - 2007
RedSiren Technologies, Inc 1999 - 2003
Adelphia Cable Communications 1998 - 1999
BT Alex Brown 1995 - 1998
Skills
IT Management, IT Strategy, Vendor Management, IT Operations, Disaster Recovery, Project Management, Vendor Relationships, IT Service Management, Information Technology, Infrastructure, Data Center, ITIL Service Strategy, ITIL Implementation, Project Portfolio..., Governance, Database Administration, Management, Integration, SaaS, Consulting, ITIL, Cloud Computing
Education
Kennedy Western University
BS, Management Information Systems and Services
Military 1981 — 1990
Engineer's Degree, Electrical, Electronics and Communications Engineering
Blue Jeans Networks 2013 - Present
Schurz Communications 2011 - 2013
AT&T 2007 - 2011
Insight Communications 2004 - 2007
RedSiren Technologies, Inc 1999 - 2003
Adelphia Cable Communications 1998 - 1999
BT Alex Brown 1995 - 1998
Skills
IT Management, IT Strategy, Vendor Management, IT Operations, Disaster Recovery, Project Management, Vendor Relationships, IT Service Management, Information Technology, Infrastructure, Data Center, ITIL Service Strategy, ITIL Implementation, Project Portfolio..., Governance, Database Administration, Management, Integration, SaaS, Consulting, ITIL, Cloud Computing
Education
Kennedy Western University
BS, Management Information Systems and Services
Military 1981 — 1990
Engineer's Degree, Electrical, Electronics and Communications Engineering
Gene Warfield's BT Alex Brown Experience December 1996 - December 1998
Job Accomplished Sr. Technical Leader with expertise in managing software development teams and projects
Industry Information Technology and Services
Experience
Fortris LLC May 2014 - April 2015
Prometric March 2012 - December 2012
Prometric March 2011 - March 2012
Prometric November 2009 - March 2011
Prometric June 2002 - November 2009
T. Rowe Price January 2001 - November 2001
Campbell and Company May 1999 - December 2000
BT Alex Brown December 1996 - December 1998
CSX Technology November 1988 - December 1996
BlueCross BlueShield of Maryland February 1986 - November 1988
Skills
Requirements Analysis, SDLC, Management, Program Management, Business Analysis, Project Management, Process Improvement, Testing, Leadership, Agile Methodologies, Integration, Quality Assurance, Software Project..., Vendor Management, Software Development, Cross-functional Team..., Enterprise Architecture, Strategy, Enterprise Software
Education
University of Maryland Baltimore County
Bachelor of Science (BS), Information Systems Management, Graduated with honors: Cum Laude
Fortris LLC May 2014 - April 2015
Prometric March 2012 - December 2012
Prometric March 2011 - March 2012
Prometric November 2009 - March 2011
Prometric June 2002 - November 2009
T. Rowe Price January 2001 - November 2001
Campbell and Company May 1999 - December 2000
BT Alex Brown December 1996 - December 1998
CSX Technology November 1988 - December 1996
BlueCross BlueShield of Maryland February 1986 - November 1988
Skills
Requirements Analysis, SDLC, Management, Program Management, Business Analysis, Project Management, Process Improvement, Testing, Leadership, Agile Methodologies, Integration, Quality Assurance, Software Project..., Vendor Management, Software Development, Cross-functional Team..., Enterprise Architecture, Strategy, Enterprise Software
Education
University of Maryland Baltimore County
Bachelor of Science (BS), Information Systems Management, Graduated with honors: Cum Laude
Miles Haw's BT Alex Brown Experience 1998 - 1999
Job Senior Business Systems Anlayst at Stanley Black & Decker, Inc.
Industry Consumer Goods
Experience
Stanley Black & Decker, Inc. January 2012 - Present
Johns Hopkins Health System January 2007 - January 2012
Johns Hopkins Health System 2004 - 2006
Johns Hopkins Health Systems 2001 - 2004
Genesis Health Ventures – NeighborCare 1999 - 2000
BT Alex Brown 1998 - 1999
The Vanguard Group, Inc. 1997 - 1998
SEI Investments 1995 - 1997
ATX Telecommunications Services 1993 - 1995
Skills
SAP, Financial Accounting, SAP Implementation, Finance, Business Process..., Business Analysis
Education
The Johns Hopkins University 1999 — 2003
MBA, General
Salisbury University - Perdue School of Business 1987 — 1991
BS, Accounting and Finance
Stanley Black & Decker, Inc. January 2012 - Present
Johns Hopkins Health System January 2007 - January 2012
Johns Hopkins Health System 2004 - 2006
Johns Hopkins Health Systems 2001 - 2004
Genesis Health Ventures – NeighborCare 1999 - 2000
BT Alex Brown 1998 - 1999
The Vanguard Group, Inc. 1997 - 1998
SEI Investments 1995 - 1997
ATX Telecommunications Services 1993 - 1995
Skills
SAP, Financial Accounting, SAP Implementation, Finance, Business Process..., Business Analysis
Education
The Johns Hopkins University 1999 — 2003
MBA, General
Salisbury University - Perdue School of Business 1987 — 1991
BS, Accounting and Finance
Alexis Middle's BT Alex Brown Experience January 1995 - January 1999
Job Equity Sales at ISI
Industry Financial Services
Experience
ISI May 2011 - Present
Pantera Capital Managment November 2010 - May 2011
Willow Creek Capial Management January 1999 - December 2009
BT Alex Brown January 1995 - January 1999
Skills
Prime Brokerage, Hedge Funds, Series 7, Securities, Trading Systems, Fixed Income, Equities, Alternative Investments, Bloomberg, Equity Trading, Series 63, Trading, FINRA, Capital Markets
Education
University of Michigan
Bachelor of Arts
ISI May 2011 - Present
Pantera Capital Managment November 2010 - May 2011
Willow Creek Capial Management January 1999 - December 2009
BT Alex Brown January 1995 - January 1999
Skills
Prime Brokerage, Hedge Funds, Series 7, Securities, Trading Systems, Fixed Income, Equities, Alternative Investments, Bloomberg, Equity Trading, Series 63, Trading, FINRA, Capital Markets
Education
University of Michigan
Bachelor of Arts
Baris Barutcu's BT Alex Brown Experience 1998 - 1999
Job Experienced finance professional
Industry Financial Services
Experience
Lighthouse International 2011 - 2011
New York Cares 2011 - 2011
Self-Employed January 2008 - December 2009
Milton Partners 2005 - 2007
Goldman Sachs 2001 - 2002
BT Alex. Brown 1998 - 1999
BT Wolfensohn 1996 - 1998
Skills
Financial Analysis, Valuation, Behavioral Science, Sustainable Investing, Capital Markets, Economics, Equity Research, Financial Modeling, Financial Management..., Mergers & Acquisitions, Equities, Corporate Finance
Education
Massachusetts Institute of Technology - Sloan School of Management 1999 — 2001
MBA
University of Pennsylvania - The Wharton School 1992 — 1996
B.S. in Economics
Robert Koleji 1985 — 1992
New York University 2012 — 2014
Continuing education, philanthropy, global climate change, clean tech
Columbia University in the City of New York 2003 — 2004
Continuing education, focus on international relations and behavioral science
London School of Economics and Political Science 1994 — 1995
General course, visiting student
Lighthouse International 2011 - 2011
New York Cares 2011 - 2011
Self-Employed January 2008 - December 2009
Milton Partners 2005 - 2007
Goldman Sachs 2001 - 2002
BT Alex. Brown 1998 - 1999
BT Wolfensohn 1996 - 1998
Skills
Financial Analysis, Valuation, Behavioral Science, Sustainable Investing, Capital Markets, Economics, Equity Research, Financial Modeling, Financial Management..., Mergers & Acquisitions, Equities, Corporate Finance
Education
Massachusetts Institute of Technology - Sloan School of Management 1999 — 2001
MBA
University of Pennsylvania - The Wharton School 1992 — 1996
B.S. in Economics
Robert Koleji 1985 — 1992
New York University 2012 — 2014
Continuing education, philanthropy, global climate change, clean tech
Columbia University in the City of New York 2003 — 2004
Continuing education, focus on international relations and behavioral science
London School of Economics and Political Science 1994 — 1995
General course, visiting student
Sandra Lai's BT Alex Brown Experience March 1995 - March 1999
Job Senior Application Developer at QBE First
Industry Information Technology and Services
Experience
QBE First November 2007 - Present
QBE First March 1999 - October 2007
BT Alex Brown March 1995 - March 1999
Jupiter Transportation 1994 - January 1995
Skills
Business Intelligence, ETL, SSIS, Microsoft SQL Server, Business Analysis, Data Warehousing, Requirements Analysis, BO Web Intelligence, Software Development, Software Development..., SDLC, Requirements Gathering, Code Review, Quality Assurance, T-SQL, Project Management, Crystal Reports, Data Modeling, Web Development, SSRS, Database Design, Technical Requirements..., Agile Methodologies, Microsoft Excel
Education
University of South Africa/Universiteit van Suid-Afrika
QBE First November 2007 - Present
QBE First March 1999 - October 2007
BT Alex Brown March 1995 - March 1999
Jupiter Transportation 1994 - January 1995
Skills
Business Intelligence, ETL, SSIS, Microsoft SQL Server, Business Analysis, Data Warehousing, Requirements Analysis, BO Web Intelligence, Software Development, Software Development..., SDLC, Requirements Gathering, Code Review, Quality Assurance, T-SQL, Project Management, Crystal Reports, Data Modeling, Web Development, SSRS, Database Design, Technical Requirements..., Agile Methodologies, Microsoft Excel
Education
University of South Africa/Universiteit van Suid-Afrika
Edward Jones
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ