Canaccord Adams
Industry: Financial services company
DescriptionCanaccord Genuity Group Inc. is a global, full-service investment banking and financial services company that specializes in wealth management and brokerage in capital markets. It is the largest independent investment dealer in Canada. CEO: Daniel Daviau (Oct 1, 2015–) Assets under management: 31.3 billion CAD (2014) Headquarters: Vancouver, Canada Subsidiaries: Jitney Trade, Inc.,
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Canaccord Adams Employees
Employee
Years
Job
Industry
Samuel Herman, CFA Samuel Herman, CFA's Canaccord Adams Experience July 2008 - November 2008
Job Senior Associate at Amstar Advisers Real Estate Private Equity
Industry Financial Services
Experience
Amstar Group November 2011 - Present
Resource Land Holdings July 2009 - November 2011
Canaccord Adams July 2008 - November 2008
Piper Jaffray May 2007 - November 2007
Skills
Financial Modeling, Valuation, Private Equity, Investments, Equity Research, Financial Analysis, Investment Banking, Portfolio Management, Bloomberg, Due Diligence, Asset Managment, Finance, Fixed Income, Emerging Markets
Education
University of Minnesota - Carlson School of Management 2005 — 2008
Bachelor's of Science in Business, Finance
University of Minnesota - Carlson School of Management 2005 — 2008
Bachelor's of Science, Finance
Amstar Group November 2011 - Present
Resource Land Holdings July 2009 - November 2011
Canaccord Adams July 2008 - November 2008
Piper Jaffray May 2007 - November 2007
Skills
Financial Modeling, Valuation, Private Equity, Investments, Equity Research, Financial Analysis, Investment Banking, Portfolio Management, Bloomberg, Due Diligence, Asset Managment, Finance, Fixed Income, Emerging Markets
Education
University of Minnesota - Carlson School of Management 2005 — 2008
Bachelor's of Science in Business, Finance
University of Minnesota - Carlson School of Management 2005 — 2008
Bachelor's of Science, Finance
Carrie Simonds Carrie Simonds's Canaccord Adams Experience 2003 - March 2006
Job VP of People & Brand at Pocket Gems
Industry Computer Games
Experience
Pocket Gems January 2011 - Present
Stanford Graduate School of Business 2008 - June 2010
JMH Capital March 2006 - May 2008
Canaccord Adams 2003 - March 2006
Skills
Mobile Gaming, Tennis, Human Resources, Recruiting, Compensation & Benefit, Start-ups, Culture, Public Relations, Organizational Culture, Mobile Games, Mobile Devices, Investments, Portfolio Management, Finance, Business Strategy, Investment Banking, Entrepreneurship
Education
Stanford University Graduate School of Business 2008 — 2010
MBA
Bowdoin College 1998 — 2002
BA, Physics and Asian Studies
Noble & Greenough School 1995 — 1998
High School
Shady Hill School 1984 — 1995
Pocket Gems January 2011 - Present
Stanford Graduate School of Business 2008 - June 2010
JMH Capital March 2006 - May 2008
Canaccord Adams 2003 - March 2006
Skills
Mobile Gaming, Tennis, Human Resources, Recruiting, Compensation & Benefit, Start-ups, Culture, Public Relations, Organizational Culture, Mobile Games, Mobile Devices, Investments, Portfolio Management, Finance, Business Strategy, Investment Banking, Entrepreneurship
Education
Stanford University Graduate School of Business 2008 — 2010
MBA
Bowdoin College 1998 — 2002
BA, Physics and Asian Studies
Noble & Greenough School 1995 — 1998
High School
Shady Hill School 1984 — 1995
Rich Barth Rich Barth's Canaccord Adams Experience 2006 - 2009
Job Business Valuations and Transaction Opinions, Board Member, Investor
Industry Financial Services
Experience
Vantage Point Advisors, Inc. 2011 - Present
Boutique Investment Bank 2010 - 2011
Canaccord Adams 2006 - 2009
Houlihan Lokey 2003 - 2006
Goldman Sachs 2002 - 2003
Skills
Business..., Business Transactions, Mergers, Valuation, Business Valuation, Investment Banking, Corporate Finance, Private Equity, Financial Modeling, Corporate Development, Due Diligence, Capital Markets, Investments, Equities, IPO, Venture Capital, Financial Analysis, Business Appraisals, Solvency Opininons, Gift Tax Valuation, Estate Tax Valuation, ESOP Valuations, ESOP Opinions, 409A Valuations, Fair Value, Fair Market Value, Derivative Valuation, Fairness Opinions, Intellectual Property..., Trademark Valuation, Trade Name Valuation, Portfolio Valuations, Debt Valuation, Goodwill Impairment..., Start-up Valuations, Software Valuation, FLP Valuations, Capital Adequacy..., Adequate Consideration..., Mergers & Acquisitions
Education
National University of Singapore
The University of British Columbia
Bachelor of Commerce, Urban Land Economics, Finance
The University of Western Ontario
MBA, Finance
Vantage Point Advisors, Inc. 2011 - Present
Boutique Investment Bank 2010 - 2011
Canaccord Adams 2006 - 2009
Houlihan Lokey 2003 - 2006
Goldman Sachs 2002 - 2003
Skills
Business..., Business Transactions, Mergers, Valuation, Business Valuation, Investment Banking, Corporate Finance, Private Equity, Financial Modeling, Corporate Development, Due Diligence, Capital Markets, Investments, Equities, IPO, Venture Capital, Financial Analysis, Business Appraisals, Solvency Opininons, Gift Tax Valuation, Estate Tax Valuation, ESOP Valuations, ESOP Opinions, 409A Valuations, Fair Value, Fair Market Value, Derivative Valuation, Fairness Opinions, Intellectual Property..., Trademark Valuation, Trade Name Valuation, Portfolio Valuations, Debt Valuation, Goodwill Impairment..., Start-up Valuations, Software Valuation, FLP Valuations, Capital Adequacy..., Adequate Consideration..., Mergers & Acquisitions
Education
National University of Singapore
The University of British Columbia
Bachelor of Commerce, Urban Land Economics, Finance
The University of Western Ontario
MBA, Finance
Chrissy (Hathaway) Durepo Chrissy (Hathaway) Durepo's Canaccord Adams Experience July 2000 - October 2007
Job Director of Human Resources at Altman Vilandrie & Company
Industry Human Resources
Experience
Altman Vilandrie & Company June 2010 - Present
Grant Thornton August 2008 - June 2010
Sextant Search Partners October 2007 - February 2008
Canaccord Adams July 2000 - October 2007
Skills
Talent Management, Talent Acquisition, Performance Management, Employee Relations, Recruiting, Organizational..., Employee Engagement, Onboarding, Human Resources, Deferred Compensation, Personnel Management, Change Management, Workforce Planning, Leadership, Policy
Education
University of New Hampshire 1997 — 2000
BA, English
Altman Vilandrie & Company June 2010 - Present
Grant Thornton August 2008 - June 2010
Sextant Search Partners October 2007 - February 2008
Canaccord Adams July 2000 - October 2007
Skills
Talent Management, Talent Acquisition, Performance Management, Employee Relations, Recruiting, Organizational..., Employee Engagement, Onboarding, Human Resources, Deferred Compensation, Personnel Management, Change Management, Workforce Planning, Leadership, Policy
Education
University of New Hampshire 1997 — 2000
BA, English
Stephen Colbert, CMT's Canaccord Adams Experience July 2004 - February 2008
Job Analyst at Colony Group
Industry Investment Management
Experience
Colony Group August 2013 - Present
Cray Capital November 2011 - August 2013
GRT Deep Woods November 2010 - November 2011
Madden Asset Management January 2009 - November 2010
Concentric Investment Management February 2008 - January 2009
Canaccord Adams July 2004 - February 2008
Skills
Equities, Equity Research, Hedge Funds, Asset Management, Portfolio Management, Investments, Financial Modeling, Financial Analysis, Valuation, Analysis, Due Diligence, Alternative Investments, Mutual Funds, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2003
MSF, Finance
Boston College 1994 — 1994
BS, Finance
Colony Group August 2013 - Present
Cray Capital November 2011 - August 2013
GRT Deep Woods November 2010 - November 2011
Madden Asset Management January 2009 - November 2010
Concentric Investment Management February 2008 - January 2009
Canaccord Adams July 2004 - February 2008
Skills
Equities, Equity Research, Hedge Funds, Asset Management, Portfolio Management, Investments, Financial Modeling, Financial Analysis, Valuation, Analysis, Due Diligence, Alternative Investments, Mutual Funds, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2003
MSF, Finance
Boston College 1994 — 1994
BS, Finance
Vitali Bourchtein Vitali Bourchtein's Canaccord Adams Experience June 2009 - August 2009
Job MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
Irving Place Capital July 2013 - June 2015
J.P. Morgan June 2011 - June 2013
Bank of America Merrill Lynch June 2010 - August 2010
Canaccord Adams June 2009 - August 2009
Basketball World Toronto September 2006 - August 2009
Canaccord Adams September 2008 - December 2008
Skills
Financial Modeling, Valuation, Mergers, Corporate Finance, LBO, Investment Banking, Financial Analysis, Mergers & Acquisitions, Private Equity, Creative Problem Solving, Capital Markets, Hedge Funds, Finance
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
New York University - Leonard N. Stern School of Business 2007 — 2011
Bachelor of Science, Finance, Accounting
Crescent School 2003 — 2007
Irving Place Capital July 2013 - June 2015
J.P. Morgan June 2011 - June 2013
Bank of America Merrill Lynch June 2010 - August 2010
Canaccord Adams June 2009 - August 2009
Basketball World Toronto September 2006 - August 2009
Canaccord Adams September 2008 - December 2008
Skills
Financial Modeling, Valuation, Mergers, Corporate Finance, LBO, Investment Banking, Financial Analysis, Mergers & Acquisitions, Private Equity, Creative Problem Solving, Capital Markets, Hedge Funds, Finance
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
New York University - Leonard N. Stern School of Business 2007 — 2011
Bachelor of Science, Finance, Accounting
Crescent School 2003 — 2007
Namrita Kapur Namrita Kapur's Canaccord Adams Experience 2000 - 2003
Job Managing Director, Corporate Partnerships, Environmental Defense Fund
Industry Renewables & Environment
Experience
Pipeline Fellowship February 2015 - Present
SASB – Sustainability Accounting Standards Board May 2012 - Present
Environmental Defense Fund January 2010 - Present
Root Capital 2003 - January 2010
CanAccord Adams 2000 - 2003
Environmental League of Massachusetts 1997 - 2000
Escola Graduada de Sao Paulo 1991 - 1994
Skills
Strategy, Environmental Policy, Impact Assessment, Strategic Partnerships, Sustainability, Corporate Social..., Financial Modeling, Entrepreneurship, Non-profits, Renewable Energy, Strategic Planning, Business Development, Nonprofits, Management, Business Planning, Policy Analysis, Climate Change, Social Entrepreneurship, Sustainability..., Sustainable Development, International..., Cleantech, Energy Policy, Solar Energy, Program Management, Public Policy
Education
Yale University - Yale School of Management 1995 — 1997
MBA, Strategy and Nonprofit Management
Yale University 1994 — 1997
MEM, School of Forestry & Environmental Studies
Princeton University 1985 — 1989
AB, Molecular Biology
Pipeline Fellowship February 2015 - Present
SASB – Sustainability Accounting Standards Board May 2012 - Present
Environmental Defense Fund January 2010 - Present
Root Capital 2003 - January 2010
CanAccord Adams 2000 - 2003
Environmental League of Massachusetts 1997 - 2000
Escola Graduada de Sao Paulo 1991 - 1994
Skills
Strategy, Environmental Policy, Impact Assessment, Strategic Partnerships, Sustainability, Corporate Social..., Financial Modeling, Entrepreneurship, Non-profits, Renewable Energy, Strategic Planning, Business Development, Nonprofits, Management, Business Planning, Policy Analysis, Climate Change, Social Entrepreneurship, Sustainability..., Sustainable Development, International..., Cleantech, Energy Policy, Solar Energy, Program Management, Public Policy
Education
Yale University - Yale School of Management 1995 — 1997
MBA, Strategy and Nonprofit Management
Yale University 1994 — 1997
MEM, School of Forestry & Environmental Studies
Princeton University 1985 — 1989
AB, Molecular Biology
Alexis Klein Alexis Klein's Canaccord Adams Experience October 2002 - February 2007
Job
Industry Medical Devices
Experience
Invuity Inc 2010 - 2014
FiComm March 2009 - June 2010
Hix Rubenstein Companies, Inc March 2007 - November 2008
Canaccord Adams October 2002 - February 2007
Skills
Start-ups, Business Strategy, Business Development, Marketing Strategy, Venture Capital, Cross-functional Team..., Competitive Analysis
Education
University of California, Santa Barbara 1997 — 2001
Bachelor of Arts (B.A.), Business Economics
Bullard High 1994 — 1997
Invuity Inc 2010 - 2014
FiComm March 2009 - June 2010
Hix Rubenstein Companies, Inc March 2007 - November 2008
Canaccord Adams October 2002 - February 2007
Skills
Start-ups, Business Strategy, Business Development, Marketing Strategy, Venture Capital, Cross-functional Team..., Competitive Analysis
Education
University of California, Santa Barbara 1997 — 2001
Bachelor of Arts (B.A.), Business Economics
Bullard High 1994 — 1997
Bradford Page Bradford Page's Canaccord Adams Experience March 2003 - July 2006
Job Director, Investment Banking at William Blair & Company
Industry Financial Services
Experience
William Blair & Company March 2010 - Present
JP Morgan June 2008 - March 2010
Canaccord Adams March 2003 - July 2006
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Equities, Private Equity
Education
Georgetown University 2006 — 2008
MBA, Accounting and Finance
Denison University 1996 — 2000
BA, Economics
William Blair & Company March 2010 - Present
JP Morgan June 2008 - March 2010
Canaccord Adams March 2003 - July 2006
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Equities, Private Equity
Education
Georgetown University 2006 — 2008
MBA, Accounting and Finance
Denison University 1996 — 2000
BA, Economics
Colin Kindgren Colin Kindgren's Canaccord Adams Experience August 2006 - October 2007
Job Senior Account Manager at Forrester Research
Industry Research
Experience
Forrester Research October 2014 - Present
USS Arizona Civil War Project Fund January 2014 - Present
Forrester Research January 2013 - October 2014
Forrester Research January 2011 - January 2013
Forrester Research January 2010 - December 2010
Jefferies & Company April 2008 - January 2010
Canaccord Adams August 2006 - October 2007
State Street Corporation July 2005 - August 2006
Skills
Trading, Fixed Income, Bloomberg, Investments, Series 7, Solution Selling, Business Development, Key Account Acquisition..., Prospecting Skills, Innovation, Management, Client-centric, Management Consulting, Strategic Marketing..., B2B, B2B Marketing Strategy, Financial Services, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2014
MBA
Boston College 2001 — 2005
Bachelor of Arts
Uppsala University 2004 — 2004
University College Dublin 2003 — 2003
History
Forrester Research October 2014 - Present
USS Arizona Civil War Project Fund January 2014 - Present
Forrester Research January 2013 - October 2014
Forrester Research January 2011 - January 2013
Forrester Research January 2010 - December 2010
Jefferies & Company April 2008 - January 2010
Canaccord Adams August 2006 - October 2007
State Street Corporation July 2005 - August 2006
Skills
Trading, Fixed Income, Bloomberg, Investments, Series 7, Solution Selling, Business Development, Key Account Acquisition..., Prospecting Skills, Innovation, Management, Client-centric, Management Consulting, Strategic Marketing..., B2B, B2B Marketing Strategy, Financial Services, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2014
MBA
Boston College 2001 — 2005
Bachelor of Arts
Uppsala University 2004 — 2004
University College Dublin 2003 — 2003
History
Kuno Tucker, MA, LLM, ICD.D Kuno Tucker, MA, LLM, ICD.D's Canaccord Adams Experience 2005 - February 2011
Job Chief Compliance Officer at ITG Canada
Industry Financial Services
Experience
MATCHNow June 2015 - Present
CLS Executive Committee May 2014 - Present
OSCR May 2014 - Present
ITG February 2011 - Present
CLS Institutional Subcommittee May 2010 - May 2014
Canaccord Genuity June 2005 - February 2011
Canaccord Capital 2005 - February 2011
Canaccord Adams 2005 - February 2011
Meadowvale west tennis club 2009 - 2010
Regulation Services 2002 - 2005
Skills
Compliance, AML, Privacy, Control Room, Equity Capital Markets, Capital Markets, Electronic Trading, Equity Trading, Equity Derivatives, Supervisory Skills, Fixed Income, Trading, Bloomberg, Financial Services, Series 7, Securities, Operational Risk, FINRA, Equities, Derivatives, Risk Management, Privacy Law, Asset Managment, Hedge Funds, Securities Regulation, Financial Risk, Investments, Private Equity, Due Diligence, Mutual Funds, Alternative Investments, Trading Systems, Wealth Management, Investment Banking, Asset Management, Corporate Governance, Investment Management, Portfolio Management, Options, Investment Advisory, Financial Markets, ETFs, Asset Allocation, Bonds, Anti Money Laundering
Education
York University - Osgoode Hall Law School 2007 — 2009
LLM, Securities
Bishop's University 1990 — 1994
BA, English, Biology
CEGEP - Champlain College 1988 — 1990
Diplome Etudes Collegiale, Social Sciences
University of Toronto - Rotman School of Management
Institute of Corporate Directors, Director Education Program
Institute of Corporate Directors at Rotman
MATCHNow June 2015 - Present
CLS Executive Committee May 2014 - Present
OSCR May 2014 - Present
ITG February 2011 - Present
CLS Institutional Subcommittee May 2010 - May 2014
Canaccord Genuity June 2005 - February 2011
Canaccord Capital 2005 - February 2011
Canaccord Adams 2005 - February 2011
Meadowvale west tennis club 2009 - 2010
Regulation Services 2002 - 2005
Skills
Compliance, AML, Privacy, Control Room, Equity Capital Markets, Capital Markets, Electronic Trading, Equity Trading, Equity Derivatives, Supervisory Skills, Fixed Income, Trading, Bloomberg, Financial Services, Series 7, Securities, Operational Risk, FINRA, Equities, Derivatives, Risk Management, Privacy Law, Asset Managment, Hedge Funds, Securities Regulation, Financial Risk, Investments, Private Equity, Due Diligence, Mutual Funds, Alternative Investments, Trading Systems, Wealth Management, Investment Banking, Asset Management, Corporate Governance, Investment Management, Portfolio Management, Options, Investment Advisory, Financial Markets, ETFs, Asset Allocation, Bonds, Anti Money Laundering
Education
York University - Osgoode Hall Law School 2007 — 2009
LLM, Securities
Bishop's University 1990 — 1994
BA, English, Biology
CEGEP - Champlain College 1988 — 1990
Diplome Etudes Collegiale, Social Sciences
University of Toronto - Rotman School of Management
Institute of Corporate Directors, Director Education Program
Institute of Corporate Directors at Rotman
Melissa Krajewski, CFA's Canaccord Adams Experience October 2007 - October 2008
Job at Schroders
Industry Investment Management
Experience
Schroders June 2013 - Present
Income Research & Management December 2012 - June 2013
Income Research & Management October 2010 - December 2012
Income Research & Management June 2009 - September 2010
Natixis Global Associates November 2008 - June 2009
Canaccord Adams October 2007 - October 2008
Brown Brothers Harriman January 2007 - October 2007
Skills
Fixed Income, Relationship Management, Investment Management, Investments, Asset Management, Series 7, Financial Markets, Bonds, Series 63, Equities, Emerging Markets, Investor Relations, Client Services
Education
Boston University 2003 — 2007
Bachelor of Science, Communication (Advertising)
Schroders June 2013 - Present
Income Research & Management December 2012 - June 2013
Income Research & Management October 2010 - December 2012
Income Research & Management June 2009 - September 2010
Natixis Global Associates November 2008 - June 2009
Canaccord Adams October 2007 - October 2008
Brown Brothers Harriman January 2007 - October 2007
Skills
Fixed Income, Relationship Management, Investment Management, Investments, Asset Management, Series 7, Financial Markets, Bonds, Series 63, Equities, Emerging Markets, Investor Relations, Client Services
Education
Boston University 2003 — 2007
Bachelor of Science, Communication (Advertising)
Andrew Moussa, CFA's Canaccord Adams Experience June 2009 - May 2010
Job CoFounder & CEO at Sprked
Industry Internet
Experience
Sprked July 2014 - Present
Imperium Denim May 2013 - Present
Credit Suisse May 2011 - May 2013
National Bank Financial June 2010 - December 2010
Canaccord Adams June 2009 - May 2010
Lynx Trading May 2008 - May 2009
Education
CFA Institute
Charterholder
McGill University - Desautels Faculty of Management 2005 — 2008
Bachelor of Commerce (BCom), Finance
Sprked July 2014 - Present
Imperium Denim May 2013 - Present
Credit Suisse May 2011 - May 2013
National Bank Financial June 2010 - December 2010
Canaccord Adams June 2009 - May 2010
Lynx Trading May 2008 - May 2009
Education
CFA Institute
Charterholder
McGill University - Desautels Faculty of Management 2005 — 2008
Bachelor of Commerce (BCom), Finance
Bradley Kessel's Canaccord Adams Experience June 2007 - August 2007
Job Associate at AlixPartners
Industry Financial Services
Experience
AlixPartners May 2015 - Present
Zolfo Cooper June 2012 - April 2015
FactSet Research Systems August 2011 - June 2012
Darling Consulting Group May 2010 - June 2011
Mercer June 2009 - April 2010
Morgan Stanley September 2008 - January 2009
Canaccord Adams June 2007 - August 2007
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Financial Services, Data Analysis, Economics, Bloomberg, Fixed Income, PowerPoint, Equity Research, Microsoft Office, ALM, Strategy, Finance
Education
Babson College 2006 — 2010
B.S., Computational Finance
Universiteit Maastricht
AlixPartners May 2015 - Present
Zolfo Cooper June 2012 - April 2015
FactSet Research Systems August 2011 - June 2012
Darling Consulting Group May 2010 - June 2011
Mercer June 2009 - April 2010
Morgan Stanley September 2008 - January 2009
Canaccord Adams June 2007 - August 2007
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Financial Services, Data Analysis, Economics, Bloomberg, Fixed Income, PowerPoint, Equity Research, Microsoft Office, ALM, Strategy, Finance
Education
Babson College 2006 — 2010
B.S., Computational Finance
Universiteit Maastricht
Jane Tekeian Jane Tekeian's Canaccord Adams Experience September 2003 - June 2005
Job Administrative Professional
Industry Financial Services
Experience
Tek Management, Inc. (Tax Firm) January 1999 - Present
Babson College October 2011 - January 2015
WTAS, LLC (Tax Firm) March 2007 - March 2008
UHY Advisors, Inc. (Formerly Brown & Brown, LLP) (Tax Firm) June 2005 - March 2007
Canaccord Adams September 2003 - June 2005
New England Micrographics, Inc. (Microfilm Production Company) January 1996 - January 2003
Skills
Accounting, Invoicing, Marketing, Administrative..., Microsoft Office, Microsoft Excel, Assisting Executives, Teamwork, Training, Process Scheduler, Human Resources, Outlook, PowerPoint, Time Management, Budgets, QuickBooks, Access, Management, Microsoft Word
Education
Northeastern University 1999 — 2016
B.S., Accounting/Finance
Babson College
Lincoln-Sudbury
MassBay Community College
A.A., Liberal Arts Degree
Tek Management, Inc. (Tax Firm) January 1999 - Present
Babson College October 2011 - January 2015
WTAS, LLC (Tax Firm) March 2007 - March 2008
UHY Advisors, Inc. (Formerly Brown & Brown, LLP) (Tax Firm) June 2005 - March 2007
Canaccord Adams September 2003 - June 2005
New England Micrographics, Inc. (Microfilm Production Company) January 1996 - January 2003
Skills
Accounting, Invoicing, Marketing, Administrative..., Microsoft Office, Microsoft Excel, Assisting Executives, Teamwork, Training, Process Scheduler, Human Resources, Outlook, PowerPoint, Time Management, Budgets, QuickBooks, Access, Management, Microsoft Word
Education
Northeastern University 1999 — 2016
B.S., Accounting/Finance
Babson College
Lincoln-Sudbury
MassBay Community College
A.A., Liberal Arts Degree
Ryan Reynolds Ryan Reynolds's Canaccord Adams Experience January 2010 - November 2010
Job Head of Metals & Mining, Mergers & Acquisitions Investment Banking at KGSAlpha Capital Markets, L.P.
Industry Investment Banking
Experience
KGS-Alpha Capital Markets, L.P. March 2015 - Present
Brean Capital, LLC June 2013 - November 2014
Canaccord Genuity Inc. November 2012 - May 2013
Canaccord Genuity Inc. November 2010 - June 2012
Canaccord Adams January 2010 - November 2010
Canaccord Capital September 2009 - December 2009
Clinton Foundation 2006 - 2006
Skills
Investment Banking, Equities, Equity Research, Capital Markets, Valuation, Mergers & Acquisitions, IPO, Bloomberg, Private Equity, Hedge Funds, Equity Valuation, Corporate Finance, Due Diligence, Financial Modeling, Investments
Education
Tufts University 2005 — 2009
BA, Economics
KGS-Alpha Capital Markets, L.P. March 2015 - Present
Brean Capital, LLC June 2013 - November 2014
Canaccord Genuity Inc. November 2012 - May 2013
Canaccord Genuity Inc. November 2010 - June 2012
Canaccord Adams January 2010 - November 2010
Canaccord Capital September 2009 - December 2009
Clinton Foundation 2006 - 2006
Skills
Investment Banking, Equities, Equity Research, Capital Markets, Valuation, Mergers & Acquisitions, IPO, Bloomberg, Private Equity, Hedge Funds, Equity Valuation, Corporate Finance, Due Diligence, Financial Modeling, Investments
Education
Tufts University 2005 — 2009
BA, Economics
Robyn Misiano Robyn Misiano's Canaccord Adams Experience 2002 - 2007
Job Head Trader at Boston Advisors
Industry Financial Services
Experience
Boston Advisors, LLC 2008 - Present
Winslow Management Company June 2007 - June 2008
Canaccord Adams 2002 - 2007
Adams Harkness and Hill 2004 - 2006
Education
Stonehill College 1998 — 2002
BS, Finance
Boston Advisors, LLC 2008 - Present
Winslow Management Company June 2007 - June 2008
Canaccord Adams 2002 - 2007
Adams Harkness and Hill 2004 - 2006
Education
Stonehill College 1998 — 2002
BS, Finance
Richard K. Baldry, CFA Richard K. Baldry, CFA's Canaccord Adams Experience June 2007 - May 2010
Job
Industry Investment Banking
Experience
Roth Capital Partners October 2013 - Present
Wunderlich Securities August 2011 - October 2013
Signal Hill Capital June 2010 - July 2011
Canaccord Adams June 2007 - May 2010
Broadpoint Capital (First Albany Capital) April 2005 - June 2007
Roth Capital Partners 2003 - 2005
Skills
SaaS, Enterprise Software, Equity Research, Equities, Capital Markets, Valuation, Equity Valuation, Financial Modeling, Investment Banking, Bloomberg, Hedge Funds, Investments, Fixed Income
Education
Angelo State University 1990 — 1994
Bachelor of Business Administration, Finance & Real Estate Double Major
Roth Capital Partners October 2013 - Present
Wunderlich Securities August 2011 - October 2013
Signal Hill Capital June 2010 - July 2011
Canaccord Adams June 2007 - May 2010
Broadpoint Capital (First Albany Capital) April 2005 - June 2007
Roth Capital Partners 2003 - 2005
Skills
SaaS, Enterprise Software, Equity Research, Equities, Capital Markets, Valuation, Equity Valuation, Financial Modeling, Investment Banking, Bloomberg, Hedge Funds, Investments, Fixed Income
Education
Angelo State University 1990 — 1994
Bachelor of Business Administration, Finance & Real Estate Double Major
Jason Kilpela Jason Kilpela's Canaccord Adams Experience July 2002 - May 2005
Job VP Finance and Business Development
Industry Information Services
Experience
Kapost July 2015 - Present
DigitalGlobe June 2011 - July 2015
Fortune 500 Company February 2011 - June 2011
AlixPartners July 2007 - September 2010
Houlihan Lokey June 2006 - August 2006
Canaccord Adams July 2002 - May 2005
Skills
Financial Analysis, Competitive Analysis, Treasury Management, Logistics, Functions, Gambling, Financial Modeling, Mergers, Corporate Development, Valuation, Due Diligence, Business Strategy, Restructuring, Strategy, Venture Capital, Management Consulting, Private Equity, Corporate Finance, Business Development, Strategic Planning, Mergers & Acquisitions, Investment Banking, Leadership, Forecasting, Start-ups, Management, Acquisition Integration
Education
University of Virginia - Darden Graduate School of Business Administration 2005 — 2007
MBA
Boston College 1997 — 2001
BS
Kapost July 2015 - Present
DigitalGlobe June 2011 - July 2015
Fortune 500 Company February 2011 - June 2011
AlixPartners July 2007 - September 2010
Houlihan Lokey June 2006 - August 2006
Canaccord Adams July 2002 - May 2005
Skills
Financial Analysis, Competitive Analysis, Treasury Management, Logistics, Functions, Gambling, Financial Modeling, Mergers, Corporate Development, Valuation, Due Diligence, Business Strategy, Restructuring, Strategy, Venture Capital, Management Consulting, Private Equity, Corporate Finance, Business Development, Strategic Planning, Mergers & Acquisitions, Investment Banking, Leadership, Forecasting, Start-ups, Management, Acquisition Integration
Education
University of Virginia - Darden Graduate School of Business Administration 2005 — 2007
MBA
Boston College 1997 — 2001
BS
Alexander Corbacho's Canaccord Adams Experience June 2007 - August 2007
Job Senior Associate at Paine & Partners, LLC
Industry Venture Capital & Private Equity
Experience
Paine & Partners, LLC August 2012 - Present
UBS Investment Bank July 2010 - July 2012
The Brookside Group June 2009 - September 2009
Canaccord Adams June 2007 - August 2007
Skills
LBO, Valuation, Private Equity, Mezzanine, Investment Banking, Leveraged Finance, Bloomberg, Financial Modeling
Education
Boston University - School of Management
BSBA, Finance, Law & Economics
Paine & Partners, LLC August 2012 - Present
UBS Investment Bank July 2010 - July 2012
The Brookside Group June 2009 - September 2009
Canaccord Adams June 2007 - August 2007
Skills
LBO, Valuation, Private Equity, Mezzanine, Investment Banking, Leveraged Finance, Bloomberg, Financial Modeling
Education
Boston University - School of Management
BSBA, Finance, Law & Economics
Srinath Narayanan's Canaccord Adams Experience September 2006 - November 2008
Job Managing Partner at Technology Square Partners LLC
Industry Financial Services
Experience
Canaccord Adams September 2006 - November 2008
Banc of America Securities May 2001 - October 2004
Goldman Sachs May 2000 - October 2000
MRO Software 1991 - 1996
Education
Massachusetts Institute of Technology - Sloan School of Management 1999 — 2001
MBA, Finance
Northeastern University 1989 — 1992
MBA
VJTI
Canaccord Adams September 2006 - November 2008
Banc of America Securities May 2001 - October 2004
Goldman Sachs May 2000 - October 2000
MRO Software 1991 - 1996
Education
Massachusetts Institute of Technology - Sloan School of Management 1999 — 2001
MBA, Finance
Northeastern University 1989 — 1992
MBA
VJTI
Anup Mehta's Canaccord Adams Experience July 2006 - June 2010
Job
Industry Investment Management
Experience
Tamarack Capital Management June 2010 - Present
Canaccord Adams July 2006 - June 2010
Wyeth July 2004 - July 2006
Exeter Group, Inc. 2001 - 2004
Education
Brown University 1997 — 2001
BA, Computer Science, Biology
Tamarack Capital Management June 2010 - Present
Canaccord Adams July 2006 - June 2010
Wyeth July 2004 - July 2006
Exeter Group, Inc. 2001 - 2004
Education
Brown University 1997 — 2001
BA, Computer Science, Biology
Eric Ross's Canaccord Adams Experience September 2007 - January 2010
Job Managing Partner at Watch Harbor Asset Management
Industry Investment Banking
Experience
Watch Harbor Asset Management December 2009 - Present
Canaccord Adams September 2007 - January 2010
ThinkEquity June 2004 - September 2007
ThinkEquity Partners 2004 - 2007
Improv Systems 2004 - 2007
Investec 2002 - 2004
Thomas Weisel Partners 1999 - 2002
Montgomery Securities November 1997 - February 1999
Bank of America Securities 1997 - 1999
Nationsbanc Montgomery 1997 - 1999
Skills
Financial Modeling, Valuation, Investments, Equities, Private Equity, Capital Markets, Investment Banking, Venture Capital, Mergers & Acquisitions, Corporate Finance
Education
University of California, Berkeley 1992 — 1994
MS, Chemistry
University of Rochester 1988 — 1992
BS, Chemistry
Watch Harbor Asset Management December 2009 - Present
Canaccord Adams September 2007 - January 2010
ThinkEquity June 2004 - September 2007
ThinkEquity Partners 2004 - 2007
Improv Systems 2004 - 2007
Investec 2002 - 2004
Thomas Weisel Partners 1999 - 2002
Montgomery Securities November 1997 - February 1999
Bank of America Securities 1997 - 1999
Nationsbanc Montgomery 1997 - 1999
Skills
Financial Modeling, Valuation, Investments, Equities, Private Equity, Capital Markets, Investment Banking, Venture Capital, Mergers & Acquisitions, Corporate Finance
Education
University of California, Berkeley 1992 — 1994
MS, Chemistry
University of Rochester 1988 — 1992
BS, Chemistry
Vitaly Savitsky's Canaccord Adams Experience May 2008 - August 2008
Job Experienced Equity Research Associate
Industry Capital Markets
Experience
Canaccord Genuity Inc. June 2010 - Present
Canaccord Genuity Inc. September 2009 - June 2010
Canaccord Adams May 2008 - August 2008
Skills
Equity Research, Financial Modeling, Valuation, Mergers & Acquisitions, Hedge Funds, Portfolio Management, Investments, Fixed Income, Bloomberg, Capital Markets, Equity Valuation, Financial Analysis, Equities
Education
York University - Schulich School of Business 2005 — 2009
iBBA, Finance and Statistics
Rotterdam School of Management, Erasmus University 2008 — 2009
IBA, Finance and Economics
CFA Institute 2008 — 2008
Level 1, Finance
Canaccord Genuity Inc. June 2010 - Present
Canaccord Genuity Inc. September 2009 - June 2010
Canaccord Adams May 2008 - August 2008
Skills
Equity Research, Financial Modeling, Valuation, Mergers & Acquisitions, Hedge Funds, Portfolio Management, Investments, Fixed Income, Bloomberg, Capital Markets, Equity Valuation, Financial Analysis, Equities
Education
York University - Schulich School of Business 2005 — 2009
iBBA, Finance and Statistics
Rotterdam School of Management, Erasmus University 2008 — 2009
IBA, Finance and Economics
CFA Institute 2008 — 2008
Level 1, Finance
Joe Harney's Canaccord Adams Experience March 2004 - Present
Job Sales at Canaccord Adams
Industry Financial Services
Experience
Canaccord Adams March 2004 - Present
Education
Boston College 1993 — 1997
bs, business
Canaccord Adams March 2004 - Present
Education
Boston College 1993 — 1997
bs, business
Carol Carrie Merz's Canaccord Adams Experience 2005 - 2006
Job Center Director at Sylvan Learning
Industry Professional Training & Coaching
Experience
Sylvan Learning January 2014 - Present
Sylvan Learning August 2013 - Present
Carrie Merz Coaching September 2012 - Present
Thompson Island Outward Bound March 2006 - December 2012
Canaccord Adams 2005 - 2006
Tufts Dental Clinic 2004 - 2005
Ingram Book Company, Wholesale 2000 - 2004
Running Press 1999 - 2000
New England Mobile Book Fair September 1993 - May 1999
Skills
Leadership Development, Volunteer Management, Non-profits, Community Outreach, Program Development, Staff Development, Editing, Public Speaking, Fundraising, Conflict Resolution, Strategic Planning, Nonprofits, Community Development, Coaching, Sales Presentations, Direct Sales, Sales Process, Program Management, Training, Partnership Marketing, Strategic Partnerships
Education
Accomplishment Coaching 2012 — 2013
Ward Melville High School
Ward Melville High School
Messiah College
Bachelor's degree, English Literature
College of St. Paul & St. Mary, Cheltenham, England
Study Abroad
Sylvan Learning January 2014 - Present
Sylvan Learning August 2013 - Present
Carrie Merz Coaching September 2012 - Present
Thompson Island Outward Bound March 2006 - December 2012
Canaccord Adams 2005 - 2006
Tufts Dental Clinic 2004 - 2005
Ingram Book Company, Wholesale 2000 - 2004
Running Press 1999 - 2000
New England Mobile Book Fair September 1993 - May 1999
Skills
Leadership Development, Volunteer Management, Non-profits, Community Outreach, Program Development, Staff Development, Editing, Public Speaking, Fundraising, Conflict Resolution, Strategic Planning, Nonprofits, Community Development, Coaching, Sales Presentations, Direct Sales, Sales Process, Program Management, Training, Partnership Marketing, Strategic Partnerships
Education
Accomplishment Coaching 2012 — 2013
Ward Melville High School
Ward Melville High School
Messiah College
Bachelor's degree, English Literature
College of St. Paul & St. Mary, Cheltenham, England
Study Abroad
Aron Honig's Canaccord Adams Experience June 2006 - March 2009
Job Senior Finance Manager at Amplify Education
Industry Telecommunications
Experience
Amplify Education April 2013 - Present
kgb December 2012 - April 2013
Sidera Networks August 2012 - December 2012
AboveNet October 2011 - July 2012
Wells Fargo August 2010 - October 2011
Brigantine Advisors April 2009 - August 2010
Canaccord Adams June 2006 - March 2009
Skills
Financial Modeling, Financial Analysis, Strategy, Finance, Due Diligence, Equity Research, Budgets, Strategic Financial..., Investments, Corporate Development, Telecommunications, Forecasting, Business Planning, Business Analysis, Corporate Finance, Microsoft Excel, PowerPoint, Investor Relations, Business Strategy, Investment Banking, Financial Planning, Capital Budgeting, Corporate FP&A, Budget, Series 7, Series 63, series 86, Series 87, Great Plains Software, Hyperion Planning, Operating Budgets, Acquisition Integration, Salesforce.com
Education
Bryant University 2002 — 2006
BS, Finance
Lakeland High School 1998 — 2002
Amplify Education April 2013 - Present
kgb December 2012 - April 2013
Sidera Networks August 2012 - December 2012
AboveNet October 2011 - July 2012
Wells Fargo August 2010 - October 2011
Brigantine Advisors April 2009 - August 2010
Canaccord Adams June 2006 - March 2009
Skills
Financial Modeling, Financial Analysis, Strategy, Finance, Due Diligence, Equity Research, Budgets, Strategic Financial..., Investments, Corporate Development, Telecommunications, Forecasting, Business Planning, Business Analysis, Corporate Finance, Microsoft Excel, PowerPoint, Investor Relations, Business Strategy, Investment Banking, Financial Planning, Capital Budgeting, Corporate FP&A, Budget, Series 7, Series 63, series 86, Series 87, Great Plains Software, Hyperion Planning, Operating Budgets, Acquisition Integration, Salesforce.com
Education
Bryant University 2002 — 2006
BS, Finance
Lakeland High School 1998 — 2002
Rawlins, Alex's Canaccord Adams Experience Project ManagerSkadden Arps Slate Meagher & Flom LLP1998 - 2003
Job VP, Equity Research at Canaccord Adams
Industry Financial Services
Experience
Canaccord Adams Project ManagerSkadden Arps Slate Meagher & Flom LLP1998 - 2003
Education
New York University 1994 — 1998
BA, English Literature
Canaccord Adams Project ManagerSkadden Arps Slate Meagher & Flom LLP1998 - 2003
Education
New York University 1994 — 1998
BA, English Literature
Pete Gombocz's Canaccord Adams Experience April 2007 - June 2011
Job Managing Director, Head of Electronic and Program Sales and Trading at Cantor Fitzgerald Canada
Industry Financial Services
Experience
Cantor Fitzgerald Canada October 2014 - Present
Macquarie Capital June 2011 - December 2013
Canaccord Adams April 2007 - June 2011
E*Trade Capital Markets July 2004 - April 2007
TSX Group 1995 - 2004
Skills
Trading Systems, Market Structure, Market Data, Equities, DMA Trading
Education
Laurentian University/Université Laurentienne 1991 — 1995
Cantor Fitzgerald Canada October 2014 - Present
Macquarie Capital June 2011 - December 2013
Canaccord Adams April 2007 - June 2011
E*Trade Capital Markets July 2004 - April 2007
TSX Group 1995 - 2004
Skills
Trading Systems, Market Structure, Market Data, Equities, DMA Trading
Education
Laurentian University/Université Laurentienne 1991 — 1995
David Levesque, MSBA's Canaccord Adams Experience August 2008 - September 2009
Job Senior Accountant at Brady Enterprises
Industry Consumer Electronics
Experience
Brady Enterprises June 2015 - Present
Salitek Inc. April 2013 - May 2015
Overall Carpenters October 2009 - March 2013
Canaccord Adams August 2008 - September 2009
Canaccord Genuity Inc. 2008 - 2009
Banc of America Securities September 1997 - December 2007
Montgomery Securities 1997 - 2007
Jack White & Company 1996 - 1997
Skills
Financial Analysis, Equities, Series 7, Capital Markets, Business Development, Corporate FP&A, Accounting, Business Analysis, CRM Databases, Asset Management, Bloomberg, Finance, Investments, Leadership, Portfolio Management, Securities, Trading, Valuation, Fixed Income, Hedge Funds, Investment Banking, Equity Trading, Derivatives, Financial Services, Management, Series 63
Education
San Francisco State University 1998 — 2000
MSBA, Finance
San Diego State University-California State University 1990 — 1995
BS, Finance
Brady Enterprises June 2015 - Present
Salitek Inc. April 2013 - May 2015
Overall Carpenters October 2009 - March 2013
Canaccord Adams August 2008 - September 2009
Canaccord Genuity Inc. 2008 - 2009
Banc of America Securities September 1997 - December 2007
Montgomery Securities 1997 - 2007
Jack White & Company 1996 - 1997
Skills
Financial Analysis, Equities, Series 7, Capital Markets, Business Development, Corporate FP&A, Accounting, Business Analysis, CRM Databases, Asset Management, Bloomberg, Finance, Investments, Leadership, Portfolio Management, Securities, Trading, Valuation, Fixed Income, Hedge Funds, Investment Banking, Equity Trading, Derivatives, Financial Services, Management, Series 63
Education
San Francisco State University 1998 — 2000
MSBA, Finance
San Diego State University-California State University 1990 — 1995
BS, Finance
Jon Berg's Canaccord Adams Experience July 2006 - July 2009
Job Research Analyst at Piper Jaffray
Industry Research
Experience
Piper Jaffray December 2009 - Present
Canaccord Adams July 2006 - July 2009
Skills
Equity Research, Financial Modeling, Valuation, Equities, Equity Valuation, Corporate Finance, Investments, Investment Banking, Series 7, Securities, M, Finance, Microsoft Excel, Bloomberg, Capital Markets, Hedge Funds
Education
University of Minnesota - Carlson School of Management 2004 — 2006
St. Olaf College 1997 — 2001
BA, Math and Economics
Piper Jaffray December 2009 - Present
Canaccord Adams July 2006 - July 2009
Skills
Equity Research, Financial Modeling, Valuation, Equities, Equity Valuation, Corporate Finance, Investments, Investment Banking, Series 7, Securities, M, Finance, Microsoft Excel, Bloomberg, Capital Markets, Hedge Funds
Education
University of Minnesota - Carlson School of Management 2004 — 2006
St. Olaf College 1997 — 2001
BA, Math and Economics
Joe Ranieri's Canaccord Adams Experience June 1995 - November 2007
Job Director of Client Management at Wall Street Horizon
Industry Financial Services
Experience
Wall Street Horizon January 2014 - Present
Saratoga Capital LLC June 2011 - December 2012
NavPoint LLC August 2010 - June 2011
Nova Capital Markets, LLC April 2008 - August 2010
Canaccord Adams June 1995 - November 2007
IBM 1991 - 1994
Weeden & Co. 1990 - 1991
Skills
Equities, Equity Trading, Investments, Electronic Trading, Risk Management, Securities, Series 7, Options, Series 63, Sales Management, Account Management, New Business Development, Strategic Planning, Investment Management, Portfolio Management, Branch Management, Financial Markets, Plannning, Trading Systems, Salesforce.com, Financial Management, Compliance, Budget Analysis, Staff Planning, Financial Data
Education
Binghamton University - School of Management 1992 — 1994
MBA, Financial Management
Bentley University
BS, Economics-Finance
Berner High School
Wall Street Horizon January 2014 - Present
Saratoga Capital LLC June 2011 - December 2012
NavPoint LLC August 2010 - June 2011
Nova Capital Markets, LLC April 2008 - August 2010
Canaccord Adams June 1995 - November 2007
IBM 1991 - 1994
Weeden & Co. 1990 - 1991
Skills
Equities, Equity Trading, Investments, Electronic Trading, Risk Management, Securities, Series 7, Options, Series 63, Sales Management, Account Management, New Business Development, Strategic Planning, Investment Management, Portfolio Management, Branch Management, Financial Markets, Plannning, Trading Systems, Salesforce.com, Financial Management, Compliance, Budget Analysis, Staff Planning, Financial Data
Education
Binghamton University - School of Management 1992 — 1994
MBA, Financial Management
Bentley University
BS, Economics-Finance
Berner High School
Anthony Hu, CFA's Canaccord Adams Experience May 2008 - August 2008
Job Research Associate at FirstEnergy Capital Corp.
Industry Investment Banking
Experience
FirstEnergy Capital Corp. September 2013 - Present
National Bank Financial February 2013 - July 2013
Dundee Capital Markets June 2011 - July 2012
Canaccord Genuity Inc. October 2009 - May 2011
Canaccord Adams May 2008 - August 2008
Canaccord Capital May 2007 - August 2007
Discovery Capital May 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Investment Banking, Valuation, Corporate Finance, Investments, Equity Research, Capital Markets, Equities
Education
CFA Institute 2014 — 2014
CFA Charterholder
The University of British Columbia 2005 — 2009
BCom Honours
Canadian Securities Institute 2007 — 2007
Canadian Securities Course
FirstEnergy Capital Corp. September 2013 - Present
National Bank Financial February 2013 - July 2013
Dundee Capital Markets June 2011 - July 2012
Canaccord Genuity Inc. October 2009 - May 2011
Canaccord Adams May 2008 - August 2008
Canaccord Capital May 2007 - August 2007
Discovery Capital May 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Investment Banking, Valuation, Corporate Finance, Investments, Equity Research, Capital Markets, Equities
Education
CFA Institute 2014 — 2014
CFA Charterholder
The University of British Columbia 2005 — 2009
BCom Honours
Canadian Securities Institute 2007 — 2007
Canadian Securities Course
Avinash Kant, Ph.D.'s Canaccord Adams Experience September 2003 - February 2007
Job Venture Partner at Phoenix Venture Partners
Industry Venture Capital & Private Equity
Experience
Phoenix Venture Partners July 2015 - Present
D.A. Davidson & Co. August 2008 - February 2015
Broadpoint Capital 2007 - 2008
Canaccord Adams September 2003 - February 2007
SG Cowen Securities January 2001 - August 2003
Conexant Systems January 1998 - January 2001
Skills
Equities, Materials, Financial Analysis, Semiconductors, Financial Modeling, Solar Energy, Equity Research, Process Simulation, Valuation, Cleantech, Materials Science, Investments, Research, Capital Markets
Education
University of California, Berkeley 1994 — 1997
Ph.D., Materials Science & Engineering
Phoenix Venture Partners July 2015 - Present
D.A. Davidson & Co. August 2008 - February 2015
Broadpoint Capital 2007 - 2008
Canaccord Adams September 2003 - February 2007
SG Cowen Securities January 2001 - August 2003
Conexant Systems January 1998 - January 2001
Skills
Equities, Materials, Financial Analysis, Semiconductors, Financial Modeling, Solar Energy, Equity Research, Process Simulation, Valuation, Cleantech, Materials Science, Investments, Research, Capital Markets
Education
University of California, Berkeley 1994 — 1997
Ph.D., Materials Science & Engineering
Michael Merrick's Canaccord Adams Experience 2007 - 2008
Job
Industry Financial Services
Experience
Embrace Home Loans 2010 - 2012
PHOTON Consulting 2010 - 2010
Boston Wholesale Lobster 2009 - 2010
Canaccord Adams 2007 - 2008
JAS Securities 2000 - 2006
JAS Securities 1999 - 2000
Tiger options 1998 - 1999
Skills
Prime Brokerage, Hedge Funds, Alternative Investments, Equities, Investments, Fixed Income, Capital Markets, Equity Trading, Asset Managment, Portfolio Management, Trading
Education
Providence College 1994 — 1998
BS, Finance
South Kent School 1990 — 1994
Embrace Home Loans 2010 - 2012
PHOTON Consulting 2010 - 2010
Boston Wholesale Lobster 2009 - 2010
Canaccord Adams 2007 - 2008
JAS Securities 2000 - 2006
JAS Securities 1999 - 2000
Tiger options 1998 - 1999
Skills
Prime Brokerage, Hedge Funds, Alternative Investments, Equities, Investments, Fixed Income, Capital Markets, Equity Trading, Asset Managment, Portfolio Management, Trading
Education
Providence College 1994 — 1998
BS, Finance
South Kent School 1990 — 1994
Justin Machin's Canaccord Adams Experience May 2009 - August 2009
Job Associate at Denham Capital
Industry Venture Capital & Private Equity
Experience
Denham Capital May 2014 - Present
Standard Chartered Bank January 2013 - April 2014
National Bank Financial November 2009 - January 2013
Canaccord Adams May 2009 - August 2009
Citi June 2008 - August 2008
Skills
Metals, Mining, Investment Banking, Presentation Development, Financial Modeling, Financial Analysis, Capital Markets, Financial Markets, Corporate Finance, Mergers, Business Acquisition, Corporate Development, Financial Advisory, Natural Resources, Precious Metals, Base Metals, Commodities
Education
Ivey Business School at Western University 2005 — 2009
Honours Business Administration, General Management & Finance
Appleby College 2001 — 2005
Appleby College Diploma, Ontario Secondary School Curriculum
Denham Capital May 2014 - Present
Standard Chartered Bank January 2013 - April 2014
National Bank Financial November 2009 - January 2013
Canaccord Adams May 2009 - August 2009
Citi June 2008 - August 2008
Skills
Metals, Mining, Investment Banking, Presentation Development, Financial Modeling, Financial Analysis, Capital Markets, Financial Markets, Corporate Finance, Mergers, Business Acquisition, Corporate Development, Financial Advisory, Natural Resources, Precious Metals, Base Metals, Commodities
Education
Ivey Business School at Western University 2005 — 2009
Honours Business Administration, General Management & Finance
Appleby College 2001 — 2005
Appleby College Diploma, Ontario Secondary School Curriculum
Kathryn Doherty's Canaccord Adams Experience June 2009 - August 2009
Job General Management Apprentice at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2010 - Present
Tuck Global Consultancy Program August 2009 - November 2009
Canaccord Adams June 2009 - August 2009
Merrill Lynch June 2006 - May 2008
Merrill Lynch February 2006 - May 2008
Merrill Lynch June 2003 - February 2006
Education
The Tuck School of Business at Dartmouth 2008 — 2010
MBA
Williams College 1999 — 2003
BA, Economics
Fidelity Investments July 2010 - Present
Tuck Global Consultancy Program August 2009 - November 2009
Canaccord Adams June 2009 - August 2009
Merrill Lynch June 2006 - May 2008
Merrill Lynch February 2006 - May 2008
Merrill Lynch June 2003 - February 2006
Education
The Tuck School of Business at Dartmouth 2008 — 2010
MBA
Williams College 1999 — 2003
BA, Economics
Laura Ekas, Ph.D.'s Canaccord Adams Experience July 2009 - March 2010
Job Senior Director, Corporate Operations at Alexion Pharmaceuticals, Inc.
Industry Biotechnology
Experience
Alexion Pharmaceuticals, Inc. March 2015 - Present
Alexion Pharmaceuticals, Inc. January 2015 - Present
Alexion Pharmaceuticals, Inc. March 2014 - Present
Insight Strategy Advisors May 2012 - March 2014
Collins Stewart March 2010 - April 2012
Canaccord Adams July 2009 - March 2010
Collins Stewart May 2007 - February 2009
Skills
Equity Research, Financial Modeling, Valuation, Venture Capital, Biotechnology, Lifesciences, Due Diligence, Equities, Investment Banking, Investments, Investor Relations, Capital Markets, Hedge Funds, Private Equity, Portfolio Management, Corporate Finance, Pharmaceutical Industry, Series 7, Asset Managment, Research
Education
New York University School of Medicine 2002 — 2007
Ph.D., Pharmacology
The Johns Hopkins University 1996 — 2000
B.A., Neuroscience
Alexion Pharmaceuticals, Inc. March 2015 - Present
Alexion Pharmaceuticals, Inc. January 2015 - Present
Alexion Pharmaceuticals, Inc. March 2014 - Present
Insight Strategy Advisors May 2012 - March 2014
Collins Stewart March 2010 - April 2012
Canaccord Adams July 2009 - March 2010
Collins Stewart May 2007 - February 2009
Skills
Equity Research, Financial Modeling, Valuation, Venture Capital, Biotechnology, Lifesciences, Due Diligence, Equities, Investment Banking, Investments, Investor Relations, Capital Markets, Hedge Funds, Private Equity, Portfolio Management, Corporate Finance, Pharmaceutical Industry, Series 7, Asset Managment, Research
Education
New York University School of Medicine 2002 — 2007
Ph.D., Pharmacology
The Johns Hopkins University 1996 — 2000
B.A., Neuroscience
Daniel Linnehan's Canaccord Adams Experience July 2006 - June 2008
Job Research Equity Trader/Associate Portfolio Manager at Brown Advisory
Industry Financial Services
Experience
Brown Advisory September 2009 - Present
Canaccord Adams July 2006 - June 2008
Leerink Swann September 2001 - June 2004
Tucker Anthony April 1992 - August 2001
Skills
Equities, Trading, Portfolio Management, Series 7, Hedge Funds, Mutual Funds, Bloomberg, Investments, Securities, Series 63, Risk Management, Investment Banking, Electronic Trading, Fixed Income, Client Relations, Sales
Education
Framingham State University
BA, Economics
Brown Advisory September 2009 - Present
Canaccord Adams July 2006 - June 2008
Leerink Swann September 2001 - June 2004
Tucker Anthony April 1992 - August 2001
Skills
Equities, Trading, Portfolio Management, Series 7, Hedge Funds, Mutual Funds, Bloomberg, Investments, Securities, Series 63, Risk Management, Investment Banking, Electronic Trading, Fixed Income, Client Relations, Sales
Education
Framingham State University
BA, Economics
Joe Pantginis's Canaccord Adams Experience 2005 - 2008
Job Head of Biotechnology Research and Senior Research Analyst at Roth Capital Partners
Industry Financial Services
Experience
Roth Capital Partners December 2009 - Present
Merriman Curhan Ford & Co. October 2008 - December 2009
Canaccord Adams 2005 - 2008
Skills
Equity Research, Capital Markets, Biotechnology, Investment Banking, Due Diligence, Equities, Financial Modeling, Mergers & Acquisitions, Venture Capital, Corporate Development, Investor Relations, Valuation, Private Equity, IPO, Emerging Markets, Hedge Funds, Private Placements, Biotechnology Industry
Education
Pace University - Lubin School of Business 1999 — 2001
MBA, Finance
Albert Einstein College of Medicine of Yeshiva University 1991 — 1998
Ph.D., Molecular Genetics
Fordham University 1987 — 1991
Bachelor of Science (BS), Biology
Roth Capital Partners December 2009 - Present
Merriman Curhan Ford & Co. October 2008 - December 2009
Canaccord Adams 2005 - 2008
Skills
Equity Research, Capital Markets, Biotechnology, Investment Banking, Due Diligence, Equities, Financial Modeling, Mergers & Acquisitions, Venture Capital, Corporate Development, Investor Relations, Valuation, Private Equity, IPO, Emerging Markets, Hedge Funds, Private Placements, Biotechnology Industry
Education
Pace University - Lubin School of Business 1999 — 2001
MBA, Finance
Albert Einstein College of Medicine of Yeshiva University 1991 — 1998
Ph.D., Molecular Genetics
Fordham University 1987 — 1991
Bachelor of Science (BS), Biology
Jason Whitney's Canaccord Adams Experience February 2008 - October 2008
Job Account Manager, North America at Vermilion Software
Industry Computer Software
Experience
Vermilion Software June 2015 - Present
Linedata January 2014 - May 2015
Linedata November 2010 - January 2014
Canaccord Adams February 2008 - October 2008
Morgan Stanley & Co January 2000 - January 2008
BankBoston January 1998 - August 2000
Skills
Options, Trading, Financial Services, Portfolio Management, Fixed Income, Mutual Funds, Settlement, Swaps, Management, Asset Management, Investments
Education
Boston College 2009 — 2010
MS, Adminstrative Studies
Boston College 1996 — 2000
BS, Business Management
Bentley University 1988 — 1991
Accounting
Vermilion Software June 2015 - Present
Linedata January 2014 - May 2015
Linedata November 2010 - January 2014
Canaccord Adams February 2008 - October 2008
Morgan Stanley & Co January 2000 - January 2008
BankBoston January 1998 - August 2000
Skills
Options, Trading, Financial Services, Portfolio Management, Fixed Income, Mutual Funds, Settlement, Swaps, Management, Asset Management, Investments
Education
Boston College 2009 — 2010
MS, Adminstrative Studies
Boston College 1996 — 2000
BS, Business Management
Bentley University 1988 — 1991
Accounting
Simeon Gutman's Canaccord Adams Experience January 2009 - September 2009
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Credit Suisse September 2009 - January 2014
Canaccord Adams January 2009 - September 2009
Goldman Sachs June 2001 - January 2009
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Corporate Finance/Management
Brandeis University
Credit Suisse September 2009 - January 2014
Canaccord Adams January 2009 - September 2009
Goldman Sachs June 2001 - January 2009
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Corporate Finance/Management
Brandeis University
Jessica Adams's Canaccord Adams Experience July 2009 - September 2009
Job English Teacher at The Dwight School
Industry Education Management
Experience
Episcopal High School July 2015 - Present
YES Prep Public Schools October 2014 - July 2015
Dwight School July 2011 - July 2013
Time Lifestyle Digital, Time Inc. January 2009 - January 2010
Canaccord Adams July 2009 - September 2009
Columbia Bartending Agency and School of Mixology April 2008 - May 2009
Skills
Microsoft Excel, PowerPoint, Teaching Reading, Teaching Writing, Curriculum Development
Education
Teachers College of Columbia University 2010 — 2011
MA, Teaching of English, Secondary
Columbia University in the City of New York 2006 — 2010
Bachelor of Arts, English
Episcopal High School July 2015 - Present
YES Prep Public Schools October 2014 - July 2015
Dwight School July 2011 - July 2013
Time Lifestyle Digital, Time Inc. January 2009 - January 2010
Canaccord Adams July 2009 - September 2009
Columbia Bartending Agency and School of Mixology April 2008 - May 2009
Skills
Microsoft Excel, PowerPoint, Teaching Reading, Teaching Writing, Curriculum Development
Education
Teachers College of Columbia University 2010 — 2011
MA, Teaching of English, Secondary
Columbia University in the City of New York 2006 — 2010
Bachelor of Arts, English
Jennifer Souza's Canaccord Adams Experience July 2002 - March 2010
Job SVP, Director of Affiliate Management at Old Mutual Asset Management
Industry Financial Services
Experience
Old Mutual Asset Management December 2013 - Present
BNY Mellon Wealth Management January 2013 - November 2013
BNY Mellon Wealth Management April 2010 - December 2012
Canaccord Adams July 2002 - March 2010
Berkshire Capital July 1997 - June 2000
Skills
Investment Banking, Valuation, Financial Modeling, Mergers, Corporate Finance, Strategic Planning, Wealth Management, Acquisition Integration
Education
Harvard Business School 2000 — 2002
Master of Business Administration (MBA)
Harvard University 1993 — 1997
Bachelor of Arts (BA), English Language and Literature, General
Old Mutual Asset Management December 2013 - Present
BNY Mellon Wealth Management January 2013 - November 2013
BNY Mellon Wealth Management April 2010 - December 2012
Canaccord Adams July 2002 - March 2010
Berkshire Capital July 1997 - June 2000
Skills
Investment Banking, Valuation, Financial Modeling, Mergers, Corporate Finance, Strategic Planning, Wealth Management, Acquisition Integration
Education
Harvard Business School 2000 — 2002
Master of Business Administration (MBA)
Harvard University 1993 — 1997
Bachelor of Arts (BA), English Language and Literature, General
Cameron McDonald's Canaccord Adams Experience 2001 - 2009
Job Entrepreneur investor
Industry Investment Banking
Experience
Global SeaFarms Group Inc. July 2013 - Present
Palos Merchant Bank January 2011 - Present
Global SeaFarms Group Inc. 2009 - July 2013
Canaccord Adams 2001 - 2009
Skills
Portfolio Management, Capital Markets, Mutual Funds, Mergers & Acquisitions, Venture Capital, Investments, Corporate Finance, Investment Banking, Emerging Markets, Business Strategy, Equities, Private Equity, Securities, Entrepreneurship, Financial Analysis, Investment Strategies, Investment Advisory
Education
McGill University 1991 — 1993
MBA, Business
Washington State University 1989 — 1990
BA, Business
University of Alberta 1985 — 1989
BSc, Science
Global SeaFarms Group Inc. July 2013 - Present
Palos Merchant Bank January 2011 - Present
Global SeaFarms Group Inc. 2009 - July 2013
Canaccord Adams 2001 - 2009
Skills
Portfolio Management, Capital Markets, Mutual Funds, Mergers & Acquisitions, Venture Capital, Investments, Corporate Finance, Investment Banking, Emerging Markets, Business Strategy, Equities, Private Equity, Securities, Entrepreneurship, Financial Analysis, Investment Strategies, Investment Advisory
Education
McGill University 1991 — 1993
MBA, Business
Washington State University 1989 — 1990
BA, Business
University of Alberta 1985 — 1989
BSc, Science
James Duncan's Canaccord Adams Experience 1983 - Present
Job Director Sales and Trading at ITG Canada
Industry Financial Services
Experience
ITG Canada July 2014 - Present
Canaccord Adams 1983 - Present
Canaccord Genuity Inc. August 1983 - July 2014
the keg June 1977 - September 1983
Skills
Equities, Capital Markets, Series 7, International Trade, Securities, Equity Trading, Fixed Income, Bloomberg, Series 63, Trading, Electronic Trading, Investments, Hedge Funds, Financial Markets, Trading Systems, Derivatives, Asset Management, Options, Portfolio Management, ETFs
Education
University of Alberta 1980 — 1983
ba, english
ITG Canada July 2014 - Present
Canaccord Adams 1983 - Present
Canaccord Genuity Inc. August 1983 - July 2014
the keg June 1977 - September 1983
Skills
Equities, Capital Markets, Series 7, International Trade, Securities, Equity Trading, Fixed Income, Bloomberg, Series 63, Trading, Electronic Trading, Investments, Hedge Funds, Financial Markets, Trading Systems, Derivatives, Asset Management, Options, Portfolio Management, ETFs
Education
University of Alberta 1980 — 1983
ba, english
Dave Meagher's Canaccord Adams Experience 2003 - 2008
Job Managing Director at Brentwood Capital Advisors
Industry Financial Services
Experience
Brentwood Capital Advisors June 2014 - Present
Duncan Williams, Inc May 2012 - June 2014
Morgan Keegan 2008 - May 2012
SunTrust Robinson Humphrey 2006 - 2008
Canaccord Adams 2003 - 2008
Skills
Equity Research, Investment Banking, Corporate Development, Private Equity, Valuation, Financial Modeling, Business Valuation, Corporate Finance, Venture Capital, Capital Markets, Mergers, Due Diligence, Mergers & Acquisitions, Acquisition Integration, Executive Management
Education
College of the Holy Cross 1989 — 1993
BA, History
Roxbury Latin
Brentwood Capital Advisors June 2014 - Present
Duncan Williams, Inc May 2012 - June 2014
Morgan Keegan 2008 - May 2012
SunTrust Robinson Humphrey 2006 - 2008
Canaccord Adams 2003 - 2008
Skills
Equity Research, Investment Banking, Corporate Development, Private Equity, Valuation, Financial Modeling, Business Valuation, Corporate Finance, Venture Capital, Capital Markets, Mergers, Due Diligence, Mergers & Acquisitions, Acquisition Integration, Executive Management
Education
College of the Holy Cross 1989 — 1993
BA, History
Roxbury Latin
Graham Morrell's Canaccord Adams Experience 2009 - 2010
Job Senior Vice President at The Trout Group
Industry Financial Services
Experience
The Trout Group 2012 - Present
OTR Global 2010 - 2012
Canaccord Adams 2009 - 2010
Balyasny Asset Management L.P. 2008 - 2009
Fidelity Investments 2004 - 2008
Education
Harvard University
B.A., Government
Belmont Hill
The Trout Group 2012 - Present
OTR Global 2010 - 2012
Canaccord Adams 2009 - 2010
Balyasny Asset Management L.P. 2008 - 2009
Fidelity Investments 2004 - 2008
Education
Harvard University
B.A., Government
Belmont Hill
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.