Canaccord Genuity Inc.
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 Genuity Inc. Employees
Employee
Years
Job
Industry
Alex Shipp Alex Shipp's Canaccord Genuity Inc. Experience November 2012 - May 2014
Job Institutional Equity Sales and Trading at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets May 2014 - Present
Canaccord Genuity Inc. November 2012 - May 2014
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Series 7, FINRA, AML, Bloomberg, Equities, Series 63
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts (B.A.), Psychology/Classics
Boston College High School 2004 — 2008
High School Diploma, Leadership Roles
KeyBanc Capital Markets May 2014 - Present
Canaccord Genuity Inc. November 2012 - May 2014
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Series 7, FINRA, AML, Bloomberg, Equities, Series 63
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts (B.A.), Psychology/Classics
Boston College High School 2004 — 2008
High School Diploma, Leadership Roles
Christopher Rankin Christopher Rankin's Canaccord Genuity Inc. Experience 2005 - 2007
Job Managing Director, Institutional Equities at TD Securities
Industry Capital Markets
Experience
TD Securities January 2008 - Present
Canaccord Genuity Inc. 2005 - 2007
Thermon Manufacturing Company 2004 - 2007
Skills
Capital Markets, Investments, Financial Modeling, Valuation, Equities, Corporate Finance, Hedge Funds, Asset Management, Portfolio Management
Education
Harvard Business School 1998 — 1999
Master of Business Administration (M.B.A.)
Harvard Business School
Master of Business Administration (MBA)
McGill University 1989 — 1993
Bachelor of Arts (B.A.), Economics
TD Securities January 2008 - Present
Canaccord Genuity Inc. 2005 - 2007
Thermon Manufacturing Company 2004 - 2007
Skills
Capital Markets, Investments, Financial Modeling, Valuation, Equities, Corporate Finance, Hedge Funds, Asset Management, Portfolio Management
Education
Harvard Business School 1998 — 1999
Master of Business Administration (M.B.A.)
Harvard Business School
Master of Business Administration (MBA)
McGill University 1989 — 1993
Bachelor of Arts (B.A.), Economics
Amol Chachra Amol Chachra's Canaccord Genuity Inc. Experience September 2012 - March 2013
Job Account Transfers Administrator at Haywood Securities Inc.
Industry Information Technology and Services
Experience
Haywood Securities September 2014 - Present
Credential February 2014 - May 2014
Canaccord Genuity Inc. September 2012 - March 2013
Skills
Finance, Investment Management, Financial Analysis, Financial Services, Investments, Administration, Management, SDLC, HTML, SQL, Business Analysis, XML, TFS, Operating Systems, Web Development, E-commerce, Microsoft SQL Server, Requirements Analysis, Databases, .NET, Computer Science, Web 2.0, User Acceptance Testing, JavaScript, System Testing, Oracle, Business Management, Software Testing Life..., Test Automation Tools, Automation Testing, Office 365, Regression Testing, Requirements Gathering, White Box Testing, Test Automation, Test Cases, Test Design, Oracle Grid, Database Admin
Education
Sprott Shaw College 2011 — 2013
Advanced Business management&E-commerce, International Business/Trade/Commerce
Maharshi Dayanand University 2006 — 2010
Bachelors in Computer Application, Computer Science
Haywood Securities September 2014 - Present
Credential February 2014 - May 2014
Canaccord Genuity Inc. September 2012 - March 2013
Skills
Finance, Investment Management, Financial Analysis, Financial Services, Investments, Administration, Management, SDLC, HTML, SQL, Business Analysis, XML, TFS, Operating Systems, Web Development, E-commerce, Microsoft SQL Server, Requirements Analysis, Databases, .NET, Computer Science, Web 2.0, User Acceptance Testing, JavaScript, System Testing, Oracle, Business Management, Software Testing Life..., Test Automation Tools, Automation Testing, Office 365, Regression Testing, Requirements Gathering, White Box Testing, Test Automation, Test Cases, Test Design, Oracle Grid, Database Admin
Education
Sprott Shaw College 2011 — 2013
Advanced Business management&E-commerce, International Business/Trade/Commerce
Maharshi Dayanand University 2006 — 2010
Bachelors in Computer Application, Computer Science
Rosie Gill Rosie Gill's Canaccord Genuity Inc. Experience June 2011 - December 2011
Job Accounts Payable at McAra Printing
Industry Accounting
Experience
McAra Printing March 2014 - Present
Reliance Foundry Co. Ltd. 2011 - 2014
Canaccord Genuity Inc. June 2011 - December 2011
Skills
Accounts Payable, Management, Invoicing, Marketing, Accounting, Cash Flow, Logistics, Databases, Credit, QuickBooks, Accounts Receivable, Expenses, Spreadsheets, Account Reconciliation, Office Management, Bookkeeping, Bank Reconciliation, General Ledger, Financial Accounting, Microsoft Excel
Education
British Columbia Institute of Technology 2012 — 2015
Bachelor of Business Administration (BBA), Accounting
British Columbia Institute of Technology
Diploma of Technology - Financial Management, Accounting
McAra Printing March 2014 - Present
Reliance Foundry Co. Ltd. 2011 - 2014
Canaccord Genuity Inc. June 2011 - December 2011
Skills
Accounts Payable, Management, Invoicing, Marketing, Accounting, Cash Flow, Logistics, Databases, Credit, QuickBooks, Accounts Receivable, Expenses, Spreadsheets, Account Reconciliation, Office Management, Bookkeeping, Bank Reconciliation, General Ledger, Financial Accounting, Microsoft Excel
Education
British Columbia Institute of Technology 2012 — 2015
Bachelor of Business Administration (BBA), Accounting
British Columbia Institute of Technology
Diploma of Technology - Financial Management, Accounting
James Knowles, CIM James Knowles, CIM's Canaccord Genuity Inc. Experience May 2012 - August 2012
Job Client Associate at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy January 2013 - Present
Canaccord Genuity Inc. May 2012 - August 2012
Rogers Communications May 2011 - August 2011
Rogers Communications September 2010 - December 2010
Shorcan Brokers Limited January 2010 - April 2010
Skills
Bloomberg Terminal, Marketing Communications, Microsoft Office, Financial Analysis, Fixed Income, Capital Markets, Investments, Marketing Strategy, Bonds, Sales, Microsoft Excel, Securities, Strategy, Strategic Financial..., Marketing
Education
Dalhousie University 2008 — 2012
Bachelor of Commerce (B.Com.), Finance, General
Royal St. Georges College 2004 — 2008
High School Degree
CIBC Wood Gundy January 2013 - Present
Canaccord Genuity Inc. May 2012 - August 2012
Rogers Communications May 2011 - August 2011
Rogers Communications September 2010 - December 2010
Shorcan Brokers Limited January 2010 - April 2010
Skills
Bloomberg Terminal, Marketing Communications, Microsoft Office, Financial Analysis, Fixed Income, Capital Markets, Investments, Marketing Strategy, Bonds, Sales, Microsoft Excel, Securities, Strategy, Strategic Financial..., Marketing
Education
Dalhousie University 2008 — 2012
Bachelor of Commerce (B.Com.), Finance, General
Royal St. Georges College 2004 — 2008
High School Degree
Richard Sontz Richard Sontz's Canaccord Genuity Inc. Experience 2011 - April 2014
Job Investment Advisor RRC at Wolverton Securities Inc
Industry Financial Services
Experience
Canaccord Genuity Inc. 2011 - April 2014
CIBC Imperial Service 2008 - 2011
CIBC Wood Gundy January 2000 - January 2008
Education
University of Alberta 1984 — 1986
Education
Capilano College 1994 — 1996
Business Administration, Business
Canaccord Genuity Inc. 2011 - April 2014
CIBC Imperial Service 2008 - 2011
CIBC Wood Gundy January 2000 - January 2008
Education
University of Alberta 1984 — 1986
Education
Capilano College 1994 — 1996
Business Administration, Business
Michael Castanho's Canaccord Genuity Inc. Experience February 2009 - August 2013
Job Investment Advisor | Mackie Research Capital
Industry Financial Services
Experience
Mackie Research Capital August 2013 - Present
Canaccord Genuity Inc. February 2009 - August 2013
Blackmont Capital 2005 - 2009
Skills
Equities, Investments, Securities, Investment Advisory, Investment Strategies, Private Placements, Capital Markets, Equity Research, Trading, Mutual Funds, Venture Capital, IPO, Wealth Management, Fixed Income, FINRA, Stock Trading, Series 63
Education
British Columbia Institute of Technology 2002 — 2004
Finance, Financial Management
Mackie Research Capital August 2013 - Present
Canaccord Genuity Inc. February 2009 - August 2013
Blackmont Capital 2005 - 2009
Skills
Equities, Investments, Securities, Investment Advisory, Investment Strategies, Private Placements, Capital Markets, Equity Research, Trading, Mutual Funds, Venture Capital, IPO, Wealth Management, Fixed Income, FINRA, Stock Trading, Series 63
Education
British Columbia Institute of Technology 2002 — 2004
Finance, Financial Management
Cristina Sheehan's Canaccord Genuity Inc. Experience April 2005 - August 2007
Job Executive Assistant/Office Administrator
Industry Executive Office
Experience
Orion Health July 2014 - Present
Dynamic Digital Depth (DDD) January 2011 - February 2013
Roth Capital Partners September 2007 - February 2009
Canaccord Genuity Inc. April 2005 - August 2007
Paramount Pictures November 1999 - November 2004
Skills
Adobe Creative Suite, Windows, Project Management, Executive Support, Travel Arrangements, Administrative..., Calendars, Office Management, Expense Reports, Executive..., FileMaker, Calendaring
Education
Emerson College
Hesser College
Orion Health July 2014 - Present
Dynamic Digital Depth (DDD) January 2011 - February 2013
Roth Capital Partners September 2007 - February 2009
Canaccord Genuity Inc. April 2005 - August 2007
Paramount Pictures November 1999 - November 2004
Skills
Adobe Creative Suite, Windows, Project Management, Executive Support, Travel Arrangements, Administrative..., Calendars, Office Management, Expense Reports, Executive..., FileMaker, Calendaring
Education
Emerson College
Hesser College
John Rothwell John Rothwell's Canaccord Genuity Inc. Experience 2008 - 2014
Job Senior Manager, Vice President, National Business Development
Industry Financial Services
Experience
National Bank Financial 2014 - Present
Canaccord Genuity Inc. 2008 - 2014
Wellington West 2003 - 2008
Fidelity Investments 1998 - 2003
Mackenzie Investments 1995 - 1998
Midland Walwyn Capital 1977 - 1995
Skills
Investment Banking, Equities, Capital Markets, Wealth Management, Fixed Income, Investments, Hedge Funds, Valuation, Bloomberg, Alternative Investments, Portfolio Management, Financial Markets, Asset Management, Corporate Finance, Equity Research
Education
University of Waterloo 1973 — 1977
Bachelor's Degree, Social Sciences
Harvard Business School 2003 — 2003
Strategic Leadership Diploma
University of Pennsylvania - The Wharton School 2000 — 2002
SIA Diploma
McGill University 2001 — 2001
Finance Diploma
National Bank Financial 2014 - Present
Canaccord Genuity Inc. 2008 - 2014
Wellington West 2003 - 2008
Fidelity Investments 1998 - 2003
Mackenzie Investments 1995 - 1998
Midland Walwyn Capital 1977 - 1995
Skills
Investment Banking, Equities, Capital Markets, Wealth Management, Fixed Income, Investments, Hedge Funds, Valuation, Bloomberg, Alternative Investments, Portfolio Management, Financial Markets, Asset Management, Corporate Finance, Equity Research
Education
University of Waterloo 1973 — 1977
Bachelor's Degree, Social Sciences
Harvard Business School 2003 — 2003
Strategic Leadership Diploma
University of Pennsylvania - The Wharton School 2000 — 2002
SIA Diploma
McGill University 2001 — 2001
Finance Diploma
Caitlin Page's Canaccord Genuity Inc. Experience September 2011 - July 2013
Job Analyst at IFC Asset Management Company
Industry Financial Services
Experience
IFC Asset Management Company June 2015 - Present
Inter-American Development Bank January 2015 - May 2015
Columbia University in the City of New York August 2013 - May 2015
ALLE (Ethiopian Trading Enterprise) June 2014 - August 2014
Canaccord Genuity Inc. September 2011 - July 2013
Rothschild September 2010 - March 2011
Skills
Financial Modeling, Sub-Saharan Africa, Financial Analysis, Economic Development, Policy, Emerging Markets, Valuation, Corporate Finance, Public Policy
Education
Columbia University - School of International and Public Affairs 2013 — 2015
Master of International Affairs, Development Economics (GPA 4.00)
University of Oxford 2007 — 2010
BA Hons (First Class), Modern History
IFC Asset Management Company June 2015 - Present
Inter-American Development Bank January 2015 - May 2015
Columbia University in the City of New York August 2013 - May 2015
ALLE (Ethiopian Trading Enterprise) June 2014 - August 2014
Canaccord Genuity Inc. September 2011 - July 2013
Rothschild September 2010 - March 2011
Skills
Financial Modeling, Sub-Saharan Africa, Financial Analysis, Economic Development, Policy, Emerging Markets, Valuation, Corporate Finance, Public Policy
Education
Columbia University - School of International and Public Affairs 2013 — 2015
Master of International Affairs, Development Economics (GPA 4.00)
University of Oxford 2007 — 2010
BA Hons (First Class), Modern History
Owen Davis Owen Davis's Canaccord Genuity Inc. Experience June 2014 - Present
Job Investment Banking Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse September 2015 - Present
Canaccord Genuity Inc. June 2014 - Present
Fidelity Investments June 2013 - August 2013
Liquid Flow Clothing June 2012 - August 2012
Amherst College August 2011 - May 2012
Skills
Capital Markets, Municipal Bonds, Economics, Microsoft Excel, Data Analysis, PowerPoint, Research, Spanish, Group Meetings, Bloomberg Terminal
Education
Amherst College 2010 — 2014
Bachelor of Arts (B.A.), English Language and Literature, General
Credit Suisse September 2015 - Present
Canaccord Genuity Inc. June 2014 - Present
Fidelity Investments June 2013 - August 2013
Liquid Flow Clothing June 2012 - August 2012
Amherst College August 2011 - May 2012
Skills
Capital Markets, Municipal Bonds, Economics, Microsoft Excel, Data Analysis, PowerPoint, Research, Spanish, Group Meetings, Bloomberg Terminal
Education
Amherst College 2010 — 2014
Bachelor of Arts (B.A.), English Language and Literature, General
Rodney J. Clark Rodney J. Clark's Canaccord Genuity Inc. Experience January 2011 - June 2013
Job Aspect Consumer Partners / Maher Advisors
Industry Investment Banking
Experience
Aspect Consumer Partners / Maher Advisors 2013 - Present
Mammography Reporting System 2004 - Present
Canaccord Genuity Inc. January 2011 - June 2013
Presidio Financial Partners 2008 - 2011
Piper Jaffray March 2005 - February 2008
Lehman Brothers 2003 - 2005
Thomas Weisel Partners 2000 - 2003
Montgomery Securities March 1996 - 1999
Skills
Natural & Organic, Consumer Products, Retail, Food & Beverage, Sporting Goods, Ingredients, Nutrition, Supplements, Footwear, Apparel, Investment Banking, M&A experience, Equities, Private Placements, Private Equity, Banking, Mergers, Business Strategy, E-commerce, Fundraising, Forecasting, Financial Analysis, Hospitality, Negotiation, Contract Negotiation, New Business Development, Strategic Planning, Tax, Underwriting, Mergers & Acquisitions, Corporate Development, Valuation, Venture Capital, Due Diligence, Strategy, Corporate Finance, Financial Modeling, Management Consulting, Financial Structuring, IPO, Divestitures, Business Valuation
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance and Accounting
University of Washington 1985 — 1989
BA, Business Administration
Aspect Consumer Partners / Maher Advisors 2013 - Present
Mammography Reporting System 2004 - Present
Canaccord Genuity Inc. January 2011 - June 2013
Presidio Financial Partners 2008 - 2011
Piper Jaffray March 2005 - February 2008
Lehman Brothers 2003 - 2005
Thomas Weisel Partners 2000 - 2003
Montgomery Securities March 1996 - 1999
Skills
Natural & Organic, Consumer Products, Retail, Food & Beverage, Sporting Goods, Ingredients, Nutrition, Supplements, Footwear, Apparel, Investment Banking, M&A experience, Equities, Private Placements, Private Equity, Banking, Mergers, Business Strategy, E-commerce, Fundraising, Forecasting, Financial Analysis, Hospitality, Negotiation, Contract Negotiation, New Business Development, Strategic Planning, Tax, Underwriting, Mergers & Acquisitions, Corporate Development, Valuation, Venture Capital, Due Diligence, Strategy, Corporate Finance, Financial Modeling, Management Consulting, Financial Structuring, IPO, Divestitures, Business Valuation
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance and Accounting
University of Washington 1985 — 1989
BA, Business Administration
Wim Ludington's Canaccord Genuity Inc. Experience August 2013 - January 2015
Job EVP at Swett & Crawford, A CGSC Company
Industry Financial Services
Experience
Swett & Crawford, A CGSC Company January 2015 - Present
Canaccord Genuity Inc. August 2013 - January 2015
Mayfair Capital Markets January 2013 - August 2013
CapRok Capital November 2008 - September 2012
UBS Securities 2002 - September 2008
JPMorgan Chase 2000 - 2002
Marsh & McLennan Companies, Inc. 1999 - 2000
AIG 1989 - 1991
Skills
Structured Products, Fixed Income, Capital Markets, Hedge Funds, Alternative Investments, Securities, Financial Structuring, Series 7, Trading, Credit, Securitization, Credit Derivatives, Investments, Financial Modeling, Financial Analysis, Commercial Real Estate, Directors & Officers..., Errors & Omissions, Insurance Linked..., Catastrophe, Commercial Insurance
Education
Denison University 1983 — 1987
Bachelor's degree, Economics
St. Louis Country Day School 1979 — 1983
Swett & Crawford, A CGSC Company January 2015 - Present
Canaccord Genuity Inc. August 2013 - January 2015
Mayfair Capital Markets January 2013 - August 2013
CapRok Capital November 2008 - September 2012
UBS Securities 2002 - September 2008
JPMorgan Chase 2000 - 2002
Marsh & McLennan Companies, Inc. 1999 - 2000
AIG 1989 - 1991
Skills
Structured Products, Fixed Income, Capital Markets, Hedge Funds, Alternative Investments, Securities, Financial Structuring, Series 7, Trading, Credit, Securitization, Credit Derivatives, Investments, Financial Modeling, Financial Analysis, Commercial Real Estate, Directors & Officers..., Errors & Omissions, Insurance Linked..., Catastrophe, Commercial Insurance
Education
Denison University 1983 — 1987
Bachelor's degree, Economics
St. Louis Country Day School 1979 — 1983
Marc Herold Guirand Marc Herold Guirand's Canaccord Genuity Inc. Experience January 2015 - Present
Job Investment Banking Analyst Technology Group at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc. January 2015 - Present
UBS Investment Bank June 2013 - August 2013
Sikorsky Aircraft June 2012 - September 2012
Sikorsky Aircraft June 2011 - September 2011
Skills
Microsoft Excel, Finance, Microsoft Office, Research, Financial Modeling, Stata, Leadership, Financial Accounting, Management
Education
Connecticut College 2010 — 2014
Bachelor of Arts (B.A.), Economics & International Relations (Disctinction)
US Coast Guard Academy 2012 — 2013
Business Courses, Finance & Accounting
Institute of Economic and Political Studies (Cambridge University, UK) 2012 — 2012
Study Abroad, Economics & Political Science
Stamford High School 2006 — 2010
High School, General Education
Canaccord Genuity Inc. January 2015 - Present
UBS Investment Bank June 2013 - August 2013
Sikorsky Aircraft June 2012 - September 2012
Sikorsky Aircraft June 2011 - September 2011
Skills
Microsoft Excel, Finance, Microsoft Office, Research, Financial Modeling, Stata, Leadership, Financial Accounting, Management
Education
Connecticut College 2010 — 2014
Bachelor of Arts (B.A.), Economics & International Relations (Disctinction)
US Coast Guard Academy 2012 — 2013
Business Courses, Finance & Accounting
Institute of Economic and Political Studies (Cambridge University, UK) 2012 — 2012
Study Abroad, Economics & Political Science
Stamford High School 2006 — 2010
High School, General Education
Jason Jamijian's Canaccord Genuity Inc. Experience April 2013 - August 2013
Job Investment Banking Associate at Stonebridge Associates
Industry Investment Banking
Experience
Stonebridge Associates July 2014 - Present
Canaccord Genuity Inc. April 2013 - August 2013
Artemis Capital Partners, L.P. July 2012 - August 2012
College Bellhop, Inc. June 2005 - May 2011
Insight Direct June 2002 - 2005
Skills
Start-ups, Business Development, Financial Modeling, Strategic Partnerships, Entrepreneurship, Venture Capital, Private Equity, Business Planning, DCF Valuation, Company Valuation, Valuation Modeling, Competitive Analysis, Strategy, Investment Banking, Portfolio Management, Investments, Finance, Capital Markets
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2014
MBA, Finance, 3.6
Stonebridge Associates July 2014 - Present
Canaccord Genuity Inc. April 2013 - August 2013
Artemis Capital Partners, L.P. July 2012 - August 2012
College Bellhop, Inc. June 2005 - May 2011
Insight Direct June 2002 - 2005
Skills
Start-ups, Business Development, Financial Modeling, Strategic Partnerships, Entrepreneurship, Venture Capital, Private Equity, Business Planning, DCF Valuation, Company Valuation, Valuation Modeling, Competitive Analysis, Strategy, Investment Banking, Portfolio Management, Investments, Finance, Capital Markets
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2014
MBA, Finance, 3.6
David Schechner's Canaccord Genuity Inc. Experience 2009 - 2012
Job Managing Director Head of Life Sciences at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. August 2012 - Present
Canaccord Genuity Inc. 2009 - 2012
Needham & Company 2003 - 2009
Goldman Sachs 1999 - 2003
Skills
Healthcare, Biotechnology, Investment Banking, Technology, Finance, Mergers & Acquisitions
Education
Harvard Business School 1987 — 1989
Master of Business Administration (MBA)
Cornell University 1981 — 1985
Bachelor of Arts (BA), Economics
Robert W. Baird & Co. August 2012 - Present
Canaccord Genuity Inc. 2009 - 2012
Needham & Company 2003 - 2009
Goldman Sachs 1999 - 2003
Skills
Healthcare, Biotechnology, Investment Banking, Technology, Finance, Mergers & Acquisitions
Education
Harvard Business School 1987 — 1989
Master of Business Administration (MBA)
Cornell University 1981 — 1985
Bachelor of Arts (BA), Economics
Mitchell Fabricant's Canaccord Genuity Inc. Experience June 2014 - April 2015
Job Investment Banking Analyst at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank April 2015 - Present
Canaccord Genuity Inc. June 2014 - April 2015
Jordan Edmiston Group May 2013 - August 2013
TD May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Economics, Microsoft Word, Research, Teamwork, English, Customer Service, Financial Analysis, Social Media, Public Speaking, Investment Banking, Business Strategy, Credit, Data Analysis, Analysis, Financial Modeling
Education
Bowdoin College 2010 — 2014
B.A., Economics
DIS 2013 — 2013
Global Economics Program
Daniel Hand High School 2006 — 2010
H.S. Diploma, High Honors
Deutsche Bank April 2015 - Present
Canaccord Genuity Inc. June 2014 - April 2015
Jordan Edmiston Group May 2013 - August 2013
TD May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Economics, Microsoft Word, Research, Teamwork, English, Customer Service, Financial Analysis, Social Media, Public Speaking, Investment Banking, Business Strategy, Credit, Data Analysis, Analysis, Financial Modeling
Education
Bowdoin College 2010 — 2014
B.A., Economics
DIS 2013 — 2013
Global Economics Program
Daniel Hand High School 2006 — 2010
H.S. Diploma, High Honors
Elyse Shapiro's Canaccord Genuity Inc. Experience July 2013 - September 2013
Job Biotechnology Equity Research Associate at Cowen and Company
Industry Financial Services
Experience
Cowen and Company June 2014 - Present
Citi January 2014 - April 2014
Canaccord Genuity Inc. July 2013 - September 2013
AgencyRx January 2013 - July 2013
Columbia University September 2010 - May 2013
University of Texas at Dallas June 2010 - August 2010
Cornell University June 2009 - August 2009
Skills
Protein Chemistry, Data Analysis, Nanotechnology, Mass Spectrometry, Biotechnology, Biochemistry, PCR, Statistics, Research, Biomedical Engineering, Molecular Biology, Lifesciences, Western Blotting, Cell Culture, Cell, PowerPoint, Life Sciences
Education
Phillips Academy 2007 — 2010
Columbia University in the City of New York 2010 — 2013
Biology
Cowen and Company June 2014 - Present
Citi January 2014 - April 2014
Canaccord Genuity Inc. July 2013 - September 2013
AgencyRx January 2013 - July 2013
Columbia University September 2010 - May 2013
University of Texas at Dallas June 2010 - August 2010
Cornell University June 2009 - August 2009
Skills
Protein Chemistry, Data Analysis, Nanotechnology, Mass Spectrometry, Biotechnology, Biochemistry, PCR, Statistics, Research, Biomedical Engineering, Molecular Biology, Lifesciences, Western Blotting, Cell Culture, Cell, PowerPoint, Life Sciences
Education
Phillips Academy 2007 — 2010
Columbia University in the City of New York 2010 — 2013
Biology
Andrew Roorda Andrew Roorda's Canaccord Genuity Inc. Experience May 2008 - August 2008
Job Associate, Macquarie Capital Markets Canada Ltd.
Industry Oil & Energy
Experience
Macquarie Capital Markets Canada Ltd. July 2015 - Present
Macquarie Group January 2013 - June 2015
Paradigm Capital Inc. February 2012 - January 2013
Canoe Financial LP June 2010 - August 2010
Canoe Financial LP May 2009 - August 2009
Canaccord Genuity Inc. May 2008 - August 2008
Skills
Financial Modeling, Business Strategy, Capital IQ, Valuation, Factset, geoScout, Game Theory, Canoils, Bloomberg Terminal, Oil&Gas, Oilfield Services, Corporate Governance, M&A experience, Database Management, Compustat, Equities, Mergers
Education
Erasmus Universiteit Rotterdam 2010 — 2011
MSc Economics & Business, Financial Economics
Acadia University 2006 — 2010
Bachelor in Business Administration, Finance
Macquarie Capital Markets Canada Ltd. July 2015 - Present
Macquarie Group January 2013 - June 2015
Paradigm Capital Inc. February 2012 - January 2013
Canoe Financial LP June 2010 - August 2010
Canoe Financial LP May 2009 - August 2009
Canaccord Genuity Inc. May 2008 - August 2008
Skills
Financial Modeling, Business Strategy, Capital IQ, Valuation, Factset, geoScout, Game Theory, Canoils, Bloomberg Terminal, Oil&Gas, Oilfield Services, Corporate Governance, M&A experience, Database Management, Compustat, Equities, Mergers
Education
Erasmus Universiteit Rotterdam 2010 — 2011
MSc Economics & Business, Financial Economics
Acadia University 2006 — 2010
Bachelor in Business Administration, Finance
Henry G. Levy Henry G. Levy's Canaccord Genuity Inc. Experience 2014 - 2014
Job High Yield Sales Executive
Industry Capital Markets
Experience
Canaccord Genuity Inc. 2014 - 2014
Knight Capital 2008 - 2012
Lehman Brothers 2003 - 2008
Dresdner Kleinwort Wasserstein 2000 - 2003
US Bancorp - Libra Investments 1998 - 2000
Skills
Leveraged Finance, Leveraged Credit Sales, High Yield Bonds, Distressed Debt, Special Situations..., Fixed Income Strategies, New Issue Bond..., Emerging Markets, Aircraft ETC, UK / European Financial..., Leveraged and Par Loans, Mortgage Bonds, Capital Markets, Mezzanine Debt, Credit Analysis, Bond Research, Debt Restructuring, Stock Trading, Post-Reorg Equities, Hedge Funds, Institutional Sales, Customer Engagement, Fixed Income Trading, Financial Restructuring, Asset Management, Asset Allocation, Alternative Investment..., CLO / CDO / CDS, Money Management, Family Office, Foundations, Venture Philanthropy, High Net Worth..., Equities, Restructuring, Fixed Income
Education
Cornell University
Bachelor of Arts (B.A.), Political Philosophy
Dickinson College
The London School of Economics and Political Science (LSE)
Political Philosophy and European Facism
American University Washington College of Law
Doctor of Law (J.D.)
Canaccord Genuity Inc. 2014 - 2014
Knight Capital 2008 - 2012
Lehman Brothers 2003 - 2008
Dresdner Kleinwort Wasserstein 2000 - 2003
US Bancorp - Libra Investments 1998 - 2000
Skills
Leveraged Finance, Leveraged Credit Sales, High Yield Bonds, Distressed Debt, Special Situations..., Fixed Income Strategies, New Issue Bond..., Emerging Markets, Aircraft ETC, UK / European Financial..., Leveraged and Par Loans, Mortgage Bonds, Capital Markets, Mezzanine Debt, Credit Analysis, Bond Research, Debt Restructuring, Stock Trading, Post-Reorg Equities, Hedge Funds, Institutional Sales, Customer Engagement, Fixed Income Trading, Financial Restructuring, Asset Management, Asset Allocation, Alternative Investment..., CLO / CDO / CDS, Money Management, Family Office, Foundations, Venture Philanthropy, High Net Worth..., Equities, Restructuring, Fixed Income
Education
Cornell University
Bachelor of Arts (B.A.), Political Philosophy
Dickinson College
The London School of Economics and Political Science (LSE)
Political Philosophy and European Facism
American University Washington College of Law
Doctor of Law (J.D.)
Tyler Renzi Tyler Renzi's Canaccord Genuity Inc. Experience September 2011 - June 2014
Job 2016 MBA Candidate at Duke University, The Fuqua School of Business
Industry Financial Services
Experience
Goldman Sachs June 2015 - August 2015
Canaccord Genuity Inc. September 2011 - June 2014
FactSet Research Systems July 2010 - August 2011
Arizona Athletics August 2009 - May 2010
SVB Financial Group June 2009 - August 2009
SVB Financial Group June 2008 - August 2008
Skills
Investment Banking, Hedge Funds, Derivatives, Investment Management, Equity Trading, Financial Modeling, Valuation, Corporate Finance, Private Equity, Financial Analysis, Investments, Mergers, Equity Research, Equities, Bloomberg, Asset Management, Capital Markets, Mergers & Acquisitions
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA)
Eller College of Management, Honors College, The University of Arizona 2006 — 2010
Bachelor of Science, Business Administration; Finance
University of Arizona 2006 — 2010
Bachelor of Science, Finance
Goldman Sachs June 2015 - August 2015
Canaccord Genuity Inc. September 2011 - June 2014
FactSet Research Systems July 2010 - August 2011
Arizona Athletics August 2009 - May 2010
SVB Financial Group June 2009 - August 2009
SVB Financial Group June 2008 - August 2008
Skills
Investment Banking, Hedge Funds, Derivatives, Investment Management, Equity Trading, Financial Modeling, Valuation, Corporate Finance, Private Equity, Financial Analysis, Investments, Mergers, Equity Research, Equities, Bloomberg, Asset Management, Capital Markets, Mergers & Acquisitions
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA)
Eller College of Management, Honors College, The University of Arizona 2006 — 2010
Bachelor of Science, Business Administration; Finance
University of Arizona 2006 — 2010
Bachelor of Science, Finance
Jason Rosenfeld's Canaccord Genuity Inc. Experience June 2014 - Present
Job Equity Research Associate at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc. June 2014 - Present
Millennium Partners June 2013 - August 2013
IntroHive June 2012 - August 2012
York Capital Management June 2011 - August 2011
Skills
Equity Research, Financial Modeling, Microsoft Excel, Data Analysis, Research, Microsoft Office, Risk Management, Microsoft Word, Photoshop, PowerPoint, Bloomberg, Economics, Investments, Valuation
Education
Colgate University 2010 — 2014
Bachelor of Arts (BA), Mathematical Economics
Hackley School
Canaccord Genuity Inc. June 2014 - Present
Millennium Partners June 2013 - August 2013
IntroHive June 2012 - August 2012
York Capital Management June 2011 - August 2011
Skills
Equity Research, Financial Modeling, Microsoft Excel, Data Analysis, Research, Microsoft Office, Risk Management, Microsoft Word, Photoshop, PowerPoint, Bloomberg, Economics, Investments, Valuation
Education
Colgate University 2010 — 2014
Bachelor of Arts (BA), Mathematical Economics
Hackley School
Ethan DeSisto's Canaccord Genuity Inc. Experience May 2014 - Present
Job Investment Banking Associate at Canaccord Genuity
Industry Investment Banking
Experience
Canaccord Genuity Inc. May 2014 - Present
Canaccord Genuity Inc. July 2011 - May 2014
JPMorgan Chase June 2010 - September 2010
Skills
Financial Modeling, Investment Banking, Bloomberg, Corporate Finance, Valuation, Finance
Education
Bentley University 2007 — 2011
Bachelor's Degree, Finance
Canaccord Genuity Inc. May 2014 - Present
Canaccord Genuity Inc. July 2011 - May 2014
JPMorgan Chase June 2010 - September 2010
Skills
Financial Modeling, Investment Banking, Bloomberg, Corporate Finance, Valuation, Finance
Education
Bentley University 2007 — 2011
Bachelor's Degree, Finance
Michael Kodesch Michael Kodesch's Canaccord Genuity Inc. Experience May 2015 - Present
Job Vice President at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc. May 2015 - Present
MLV & Co. December 2012 - May 2015
M&T Bank May 2010 - November 2012
Security Financial Management May 2007 - August 2007
Skills
Series 7, Java, MySQL, Haskell, XML, HTML, SAS, Series 86, Series 63, Series 87, Financial Modeling, PowerPoint, FINRA, Microsoft Office, Bloomberg, Equities, Finance, Data Analysis, Investments, Financial Analysis, Microsoft Excel, Valuation
Education
Colgate University 2006 — 2010
BA, Mathematical Economics, minor in Computer Science
Canaccord Genuity Inc. May 2015 - Present
MLV & Co. December 2012 - May 2015
M&T Bank May 2010 - November 2012
Security Financial Management May 2007 - August 2007
Skills
Series 7, Java, MySQL, Haskell, XML, HTML, SAS, Series 86, Series 63, Series 87, Financial Modeling, PowerPoint, FINRA, Microsoft Office, Bloomberg, Equities, Finance, Data Analysis, Investments, Financial Analysis, Microsoft Excel, Valuation
Education
Colgate University 2006 — 2010
BA, Mathematical Economics, minor in Computer Science
Kortney Holland's Canaccord Genuity Inc. Experience June 2014 - December 2014
Job Staff Accountant at Guild, LLC
Industry Accounting
Experience
Guild, LLC January 2015 - Present
Canaccord Genuity Inc. June 2014 - December 2014
OIC International March 2013 - June 2014
ARKTX, PC September 2012 - February 2013
Skills
Microsoft Word, Accounts Payable, Microsoft Excel, QuickBooks, Sage, Ceridian Payroll System, Outlook, Reimbursement, Bank Reconciliation, Office Administration, Finance, Account Reconciliation, Accounts Receivable, Accounting, Invoicing, Journal Entries, PowerPoint, General Ledger, Microsoft Office
Education
Hofstra University 2009 — 2011
Bachelor of Business Administration (B.B.A.), International Business, 3.3
Anne Arundel Community College 2007 — 2009
Business Administration and Management, General
Guild, LLC January 2015 - Present
Canaccord Genuity Inc. June 2014 - December 2014
OIC International March 2013 - June 2014
ARKTX, PC September 2012 - February 2013
Skills
Microsoft Word, Accounts Payable, Microsoft Excel, QuickBooks, Sage, Ceridian Payroll System, Outlook, Reimbursement, Bank Reconciliation, Office Administration, Finance, Account Reconciliation, Accounts Receivable, Accounting, Invoicing, Journal Entries, PowerPoint, General Ledger, Microsoft Office
Education
Hofstra University 2009 — 2011
Bachelor of Business Administration (B.B.A.), International Business, 3.3
Anne Arundel Community College 2007 — 2009
Business Administration and Management, General
Apurva Patel, CAIA Apurva Patel, CAIA's Canaccord Genuity Inc. Experience October 2008 - June 2009
Job Marketing Strategy and Planning, Senior Consultant
Industry Telecommunications
Experience
Verizon February 2014 - Present
S&P Capital IQ October 2011 - March 2014
Ticonderoga Securities June 2009 - November 2010
Canaccord Genuity Inc October 2008 - June 2009
Goldman Sachs August 2006 - July 2008
Goldman Sachs 2004 - 2006
Lehman Brothers 2000 - 2004
Skills
Equity Research, Financial Modeling, Emerging Markets, Bloomberg, Capital Markets, Equities, Valuation, Sell Side, Equity Valuation, DCF, Hedge Funds, Derivatives, Portfolio Management, Alternative Investments, Investments, Asset Management, Financial Markets, Financial Analysis, Corporate Finance
Education
Duke University - The Fuqua School of Business 2012 — 2013
MBA
Rutgers, The State University of New Jersey-Newark
B.S., Finance
Verizon February 2014 - Present
S&P Capital IQ October 2011 - March 2014
Ticonderoga Securities June 2009 - November 2010
Canaccord Genuity Inc October 2008 - June 2009
Goldman Sachs August 2006 - July 2008
Goldman Sachs 2004 - 2006
Lehman Brothers 2000 - 2004
Skills
Equity Research, Financial Modeling, Emerging Markets, Bloomberg, Capital Markets, Equities, Valuation, Sell Side, Equity Valuation, DCF, Hedge Funds, Derivatives, Portfolio Management, Alternative Investments, Investments, Asset Management, Financial Markets, Financial Analysis, Corporate Finance
Education
Duke University - The Fuqua School of Business 2012 — 2013
MBA
Rutgers, The State University of New Jersey-Newark
B.S., Finance
William Ledley's Canaccord Genuity Inc. Experience June 2013 - June 2014
Job Equity Research Associate at Cowen and Company
Industry Research
Experience
Cowen and Company June 2014 - Present
Canaccord Genuity Inc. June 2013 - June 2014
Hughey Center for Financial Services September 2012 - May 2013
Bentley Investment Group May 2012 - April 2013
Siguler Guff & Company May 2012 - August 2012
Bentley Investment Group October 2010 - May 2012
Ledley Food Service June 2004 - August 2011
Skills
Capital IQ, Financial Analysis, Microsoft Excel, Equities, Morningstar, Qualitative Research, Financial Software, Financial Modeling, Finance, Bloomberg Terminal, Financial Statement..., Bloomberg, Equity Research, Accounting Applications, Economics, Investment Banking, Portfolio Management, PowerPoint, Accounting
Education
Bentley University 2010 — 2013
Bachelor of Science (B.S.) - Summa cum Laude, Economics & Finance
Cowen and Company June 2014 - Present
Canaccord Genuity Inc. June 2013 - June 2014
Hughey Center for Financial Services September 2012 - May 2013
Bentley Investment Group May 2012 - April 2013
Siguler Guff & Company May 2012 - August 2012
Bentley Investment Group October 2010 - May 2012
Ledley Food Service June 2004 - August 2011
Skills
Capital IQ, Financial Analysis, Microsoft Excel, Equities, Morningstar, Qualitative Research, Financial Software, Financial Modeling, Finance, Bloomberg Terminal, Financial Statement..., Bloomberg, Equity Research, Accounting Applications, Economics, Investment Banking, Portfolio Management, PowerPoint, Accounting
Education
Bentley University 2010 — 2013
Bachelor of Science (B.S.) - Summa cum Laude, Economics & Finance
Michael Trischetta's Canaccord Genuity Inc. Experience June 2011 - August 2011
Job Equity Trading & Finance
Industry Financial Services
Experience
Spruce & Norton June 2015 - Present
Morgan Stanley August 2014 - Present
ABN AMRO Bank N.V. 2013 - 2014
Argo Group International Holdings, Ltd. 2012 - 2013
Canaccord Genuity Inc. June 2011 - August 2011
Jesup & Lamont 2009 - 2010
Skills
Property & Casualty..., FINRA, Reinsurance, Investments, Financial Analysis, Portfolio Management, Risk Management, Finance, Financial Modeling, Equities, Securities, Mutual Funds, Business Strategy, Asset Allocation, Financial Services, Options, Strategic Financial..., Equity Trading, Hedge Funds, ETFs, Financial Markets, Trading, Asset Management, Employee Benefits, Equity Research, Uniform Combined State..., Investment Banking, Investor Relations, Bloomberg, Insurance, Capital Markets, Valuation, Fixed Income, Corporate Finance, Underwriting, Derivatives, Bloomberg Terminal, Banking, Due Diligence, Entrepreneurship, Private Equity, Mergers & Acquisitions, Bonds, Accounting, Alternative Investments, Structured Products, Investment Management, Wealth Management, Analysis, Financial Reporting
Education
Stevens Institute of Technology 2015 — 2016
Business Intelligence & Analytics
Fordham University
Bachelor of Business Administration (BBA), Finance
Spruce & Norton June 2015 - Present
Morgan Stanley August 2014 - Present
ABN AMRO Bank N.V. 2013 - 2014
Argo Group International Holdings, Ltd. 2012 - 2013
Canaccord Genuity Inc. June 2011 - August 2011
Jesup & Lamont 2009 - 2010
Skills
Property & Casualty..., FINRA, Reinsurance, Investments, Financial Analysis, Portfolio Management, Risk Management, Finance, Financial Modeling, Equities, Securities, Mutual Funds, Business Strategy, Asset Allocation, Financial Services, Options, Strategic Financial..., Equity Trading, Hedge Funds, ETFs, Financial Markets, Trading, Asset Management, Employee Benefits, Equity Research, Uniform Combined State..., Investment Banking, Investor Relations, Bloomberg, Insurance, Capital Markets, Valuation, Fixed Income, Corporate Finance, Underwriting, Derivatives, Bloomberg Terminal, Banking, Due Diligence, Entrepreneurship, Private Equity, Mergers & Acquisitions, Bonds, Accounting, Alternative Investments, Structured Products, Investment Management, Wealth Management, Analysis, Financial Reporting
Education
Stevens Institute of Technology 2015 — 2016
Business Intelligence & Analytics
Fordham University
Bachelor of Business Administration (BBA), Finance
Ryan Meliker Ryan Meliker's Canaccord Genuity Inc. Experience June 2015 - Present
Job Managing Director, Senior REIT and Lodging Analyst at Canaccord Genuity
Industry Financial Services
Experience
Canaccord Genuity Inc. June 2015 - Present
Skills
Appraisals, Valuation, Financial Modeling, Financial Analysis, Capital Markets, Investments, Real Estate Economics, DCF, Real Estate, Equities, Equity Research, Business Valuation, Forecasting, Finance, Hedge Funds, Market Analysis, Series 7
Education
Michigan State University 2003 — 2005
MBA
Michigan State University - The Eli Broad College of Business 2003 — 2005
MBA
Colgate University 1996 — 2000
BA
Canaccord Genuity Inc. June 2015 - Present
Skills
Appraisals, Valuation, Financial Modeling, Financial Analysis, Capital Markets, Investments, Real Estate Economics, DCF, Real Estate, Equities, Equity Research, Business Valuation, Forecasting, Finance, Hedge Funds, Market Analysis, Series 7
Education
Michigan State University 2003 — 2005
MBA
Michigan State University - The Eli Broad College of Business 2003 — 2005
MBA
Colgate University 1996 — 2000
BA
Michael Kiernan Michael Kiernan's Canaccord Genuity Inc. Experience July 2011 - March 2012
Job Managing Director at EJ Lance Executive Search
Industry Research
Experience
EJ Lance May 2015 - Present
CFA Society of Stamford June 2014 - Present
Brean Capital, LLC March 2013 - December 2014
Canaccord Genuity Inc. July 2011 - March 2012
Lazard Capital Markets June 2008 - June 2011
Bear Stearns July 2004 - June 2008
Alecta Investment Management June 1997 - October 2003
UBS Global Asset Management December 1987 - February 1997
Skills
Series 7, Series 24, Series 63, Series 87, Wine Tasting, FINRA, Asset Management, Alternative Investments, Asset Allocation, Capital Markets, Derivatives, Due Diligence, Electronic Trading, Equities, Equity Research, Hedge Funds, Investment Strategies, Investments, Valuation, Strategy, Portfolio Management, Trading, Financial Modeling, Fixed Income, Mergers & Acquisitions, Investment Banking, Private Equity
Education
Fordham University - Graduate School of Business Administration 1989 — 1993
MBA, Finance
Rutgers University-New Brunswick 1982 — 1986
BA, Economics
Madison Central High School
EJ Lance May 2015 - Present
CFA Society of Stamford June 2014 - Present
Brean Capital, LLC March 2013 - December 2014
Canaccord Genuity Inc. July 2011 - March 2012
Lazard Capital Markets June 2008 - June 2011
Bear Stearns July 2004 - June 2008
Alecta Investment Management June 1997 - October 2003
UBS Global Asset Management December 1987 - February 1997
Skills
Series 7, Series 24, Series 63, Series 87, Wine Tasting, FINRA, Asset Management, Alternative Investments, Asset Allocation, Capital Markets, Derivatives, Due Diligence, Electronic Trading, Equities, Equity Research, Hedge Funds, Investment Strategies, Investments, Valuation, Strategy, Portfolio Management, Trading, Financial Modeling, Fixed Income, Mergers & Acquisitions, Investment Banking, Private Equity
Education
Fordham University - Graduate School of Business Administration 1989 — 1993
MBA, Finance
Rutgers University-New Brunswick 1982 — 1986
BA, Economics
Madison Central High School
John Marchetti's Canaccord Genuity Inc. Experience 2006 - Present
Job Supervisory Analyst at Canaccord Genuity
Industry Financial Services
Experience
Canaccord Genuity Inc. 2006 - Present
Adams Harkness 2000 - 2005
Skills
Series 7, Series 16, Series 24, Editorial, Writing, Management, Project Management, Compliance, Equity Research, Equities, Investment Banking, Capital Markets, Venture Capital, FINRA, Series 63, Mergers & Acquisitions, Competitive Analysis, Strategy, Securities, Valuation, Hedge Funds, Investor Relations, Investments
Education
Boston University
B.S., Communications
Harvard University Extension School
M.A., History
Canaccord Genuity Inc. 2006 - Present
Adams Harkness 2000 - 2005
Skills
Series 7, Series 16, Series 24, Editorial, Writing, Management, Project Management, Compliance, Equity Research, Equities, Investment Banking, Capital Markets, Venture Capital, FINRA, Series 63, Mergers & Acquisitions, Competitive Analysis, Strategy, Securities, Valuation, Hedge Funds, Investor Relations, Investments
Education
Boston University
B.S., Communications
Harvard University Extension School
M.A., History
Heath P. Terry, CFA Heath P. Terry, CFA's Canaccord Genuity Inc. Experience November 2010 - October 2011
Job Internet Equity Research Analyst
Industry Financial Services
Experience
Goldman Sachs October 2011 - Present
Canaccord Genuity Inc. November 2010 - October 2011
FBR Capital Markets August 2008 - October 2010
Credit Suisse June 1999 - May 2008
Merrill Lynch July 1996 - June 1999
@Cafe 1995 - 1995
Skills
Equity Research, Financial Modeling, Equities, Capital Markets, Corporate Finance, Financial Analysis, Valuation, Investments, Asset Managment, Portfolio Management, Competitive Analysis, Corporate Development, Strategy, Hedge Funds, Securities, Venture Capital, Investor Relations, Equity Valuation, Asset Management, Analysis, Alternative Investments
Education
Columbia University - Columbia Business School 2003 — 2005
Masters, Business Administration
University of Alabama 1992 — 1996
BS, Finance: Investment Management
Goldman Sachs October 2011 - Present
Canaccord Genuity Inc. November 2010 - October 2011
FBR Capital Markets August 2008 - October 2010
Credit Suisse June 1999 - May 2008
Merrill Lynch July 1996 - June 1999
@Cafe 1995 - 1995
Skills
Equity Research, Financial Modeling, Equities, Capital Markets, Corporate Finance, Financial Analysis, Valuation, Investments, Asset Managment, Portfolio Management, Competitive Analysis, Corporate Development, Strategy, Hedge Funds, Securities, Venture Capital, Investor Relations, Equity Valuation, Asset Management, Analysis, Alternative Investments
Education
Columbia University - Columbia Business School 2003 — 2005
Masters, Business Administration
University of Alabama 1992 — 1996
BS, Finance: Investment Management
Austin Moldow's Canaccord Genuity Inc. Experience August 2014 - Present
Job Equity Research Associate at Canaccord Genuity
Industry Financial Services
Experience
Canaccord Genuity Inc. August 2014 - Present
Susquehanna International Group, LLP (SIG) July 2013 - July 2014
Division of Investment at the New Jersey Treasury February 2013 - June 2013
Bloomberg LP June 2012 - August 2012
Function Drinks July 2010 - January 2011
Skills
Microsoft Office, Public Speaking, Marketing, PowerPoint, Microsoft Word, Event Planning, Data Analysis, Microsoft Excel, Research, Sales, Social Networking, Fundraising, Market Research, Investments, Alternative Investments, Analysis, Leadership, Financial Modeling, Access, Economics, Equity Capital Markets, Modeling, Equity Research
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2013
BA, Economics, Political Science, History
Boston University 2009 — 2010
BA
Bergen Academies
Canaccord Genuity Inc. August 2014 - Present
Susquehanna International Group, LLP (SIG) July 2013 - July 2014
Division of Investment at the New Jersey Treasury February 2013 - June 2013
Bloomberg LP June 2012 - August 2012
Function Drinks July 2010 - January 2011
Skills
Microsoft Office, Public Speaking, Marketing, PowerPoint, Microsoft Word, Event Planning, Data Analysis, Microsoft Excel, Research, Sales, Social Networking, Fundraising, Market Research, Investments, Alternative Investments, Analysis, Leadership, Financial Modeling, Access, Economics, Equity Capital Markets, Modeling, Equity Research
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2013
BA, Economics, Political Science, History
Boston University 2009 — 2010
BA
Bergen Academies
James Papas James Papas's Canaccord Genuity Inc. Experience April 2013 - August 2013
Job Credit Sales, Pierpont Securities
Industry Investment Banking
Experience
Pierpont Securities August 2014 - Present
KGS-Alpha Capital Markets, L.P. September 2013 - July 2014
Canaccord Genuity Inc. April 2013 - August 2013
RBS Global Banking & Markets June 2009 - November 2011
Merrill Lynch July 2000 - January 2009
Skills
CFA, Bloomberg, Credit Derivatives, Credit Trading, Chartered Financial...
Education
Duke University
Pierpont Securities August 2014 - Present
KGS-Alpha Capital Markets, L.P. September 2013 - July 2014
Canaccord Genuity Inc. April 2013 - August 2013
RBS Global Banking & Markets June 2009 - November 2011
Merrill Lynch July 2000 - January 2009
Skills
CFA, Bloomberg, Credit Derivatives, Credit Trading, Chartered Financial...
Education
Duke University
Denis Kelleher's Canaccord Genuity Inc. Experience December 2010 - June 2011
Job Event Driven Research
Industry Financial Services
Experience
The Abernathy Group II, LLC August 2015 - Present
AngelKings January 2015 - March 2015
The Buckingham Research Group November 2013 - January 2015
Denis Kelleher, Attorney February 2013 - October 2013
Cowen and Company June 2011 - February 2013
Canaccord Genuity Inc. December 2010 - June 2011
Deutsche Bank May 2010 - October 2010
Wells Fargo October 2007 - May 2010
Deutsche Bank June 2004 - July 2007
JPMorgan Chase May 2003 - August 2003
Skills
Equity Research, Hedge Funds, Mergers & Acquisitions, Equity Capital Markets, Valuation, Financial Modeling, Equities, Investment Banking, Private Equity, LBO, Bloomberg, Equity Valuation, Capital Markets, Emerging Markets
Education
Cornell University 2000 — 2004
Bachelor of Arts (B.A.), Economics
Oratory Prep 1996 — 2000
The Abernathy Group II, LLC August 2015 - Present
AngelKings January 2015 - March 2015
The Buckingham Research Group November 2013 - January 2015
Denis Kelleher, Attorney February 2013 - October 2013
Cowen and Company June 2011 - February 2013
Canaccord Genuity Inc. December 2010 - June 2011
Deutsche Bank May 2010 - October 2010
Wells Fargo October 2007 - May 2010
Deutsche Bank June 2004 - July 2007
JPMorgan Chase May 2003 - August 2003
Skills
Equity Research, Hedge Funds, Mergers & Acquisitions, Equity Capital Markets, Valuation, Financial Modeling, Equities, Investment Banking, Private Equity, LBO, Bloomberg, Equity Valuation, Capital Markets, Emerging Markets
Education
Cornell University 2000 — 2004
Bachelor of Arts (B.A.), Economics
Oratory Prep 1996 — 2000
Samantha Webster's Canaccord Genuity Inc. Experience September 2013 - November 2013
Job Associate at L.E.K. Consulting
Industry Management Consulting
Experience
L.E.K. Consulting September 2015 - Present
The Dartmouth, Inc. January 2014 - June 2015
Tuck School of Business at Dartmouth College June 2014 - November 2014
Spencer Stuart June 2014 - August 2014
Dartmouth College January 2014 - March 2014
Canaccord Genuity Inc. September 2013 - November 2013
Skills
Stata, French, InDesign, English, Microsoft Office, PowerPoint, Research, Microsoft Word, Outlook, Windows, Microsoft Excel, Factiva, OneSource, BoardEx
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Columbia University in Paris 2013 — 2013
French Language, Literature, and Civilization
L.E.K. Consulting September 2015 - Present
The Dartmouth, Inc. January 2014 - June 2015
Tuck School of Business at Dartmouth College June 2014 - November 2014
Spencer Stuart June 2014 - August 2014
Dartmouth College January 2014 - March 2014
Canaccord Genuity Inc. September 2013 - November 2013
Skills
Stata, French, InDesign, English, Microsoft Office, PowerPoint, Research, Microsoft Word, Outlook, Windows, Microsoft Excel, Factiva, OneSource, BoardEx
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Columbia University in Paris 2013 — 2013
French Language, Literature, and Civilization
Omer Aziz Omer Aziz's Canaccord Genuity Inc. Experience May 2010 - August 2010
Job J.D. candidate at Yale Law School
Industry International Affairs
Experience
Yale Information Society Project 2015 - Present
Office of the United Nations Special Envoy for Syria June 2015 - August 2015
University of Toronto - Munk School of Global Affairs May 2015 - June 2015
The Globe and Mail September 2013 - September 2014
Woodrow Wilson International Center for Scholars August 2012 - October 2013
Deloitte June 2012 - September 2012
HDL Capital May 2011 - July 2011
Canaccord Genuity Inc. May 2010 - August 2010
University of Toronto Faculty of Law May 2010 - August 2010
Office of the Minister of Industry May 2009 - August 2009
Skills
Policy, International Relations, Policy Analysis, Social Media, Editing, Research, Nonprofits, Government, Consulting, Community Outreach, Qualitative Research, Speech Writing, International Security, Program Evaluation, Community Development, Diplomacy, Politics, Public Policy, Public Speaking, Foreign Policy, Writing, Political Campaigns, Event Planning, Journalism, Human Rights, Political Communication
Education
Yale Law School 2014 — 2017
Juris Doctor (J.D.), Law
University of Cambridge 2012 — 2013
Master of Philosophy (M.Phil.), International Relations, Distinction
Queen's University 2008 — 2012
BA (Honours), Political Studies, Medal in Political Studies
Institut d'Etudes politiques de Paris 2010 — 2010
Harvard University 2008 — 2008
Summer Program, International Law, A
Yale Information Society Project 2015 - Present
Office of the United Nations Special Envoy for Syria June 2015 - August 2015
University of Toronto - Munk School of Global Affairs May 2015 - June 2015
The Globe and Mail September 2013 - September 2014
Woodrow Wilson International Center for Scholars August 2012 - October 2013
Deloitte June 2012 - September 2012
HDL Capital May 2011 - July 2011
Canaccord Genuity Inc. May 2010 - August 2010
University of Toronto Faculty of Law May 2010 - August 2010
Office of the Minister of Industry May 2009 - August 2009
Skills
Policy, International Relations, Policy Analysis, Social Media, Editing, Research, Nonprofits, Government, Consulting, Community Outreach, Qualitative Research, Speech Writing, International Security, Program Evaluation, Community Development, Diplomacy, Politics, Public Policy, Public Speaking, Foreign Policy, Writing, Political Campaigns, Event Planning, Journalism, Human Rights, Political Communication
Education
Yale Law School 2014 — 2017
Juris Doctor (J.D.), Law
University of Cambridge 2012 — 2013
Master of Philosophy (M.Phil.), International Relations, Distinction
Queen's University 2008 — 2012
BA (Honours), Political Studies, Medal in Political Studies
Institut d'Etudes politiques de Paris 2010 — 2010
Harvard University 2008 — 2008
Summer Program, International Law, A
Liborio Bobby Iuculano's Canaccord Genuity Inc. Experience July 2015 - Present
Job Associate at Canaccord | Genuity
Industry Capital Markets
Experience
Canaccord Genuity Inc. July 2015 - Present
Public Sector Pension Investment Board July 2014 - Present
CIBC Asset Management July 2013 - July 2014
Groupe Immobilier Alliance Québec January 2012 - June 2013
Tactico Inc. April 2010 - October 2011
Scotia iTRADE (Formerly TradeFreedom Securities Inc.) July 2009 - April 2010
TD Canada Trust June 2006 - July 2009
TD Canada Trust June 2006 - September 2006
Skills
Guitarist, French, English, Italian, Microsoft Excel, Canadian Securities..., Tennis, Golf, Soccer, Financial Modeling, Capital Markets, Retail Banking, Investments, Stock Market, Trading, Banking, Credit, Equities, Bonds, Bloomberg, Securities, Equity Trading, Fixed Income, Risk Management, Electronic Trading, Investment Strategies, Derivatives, Financial Markets, Finance, Equity Research, Customer Service, Options Strategies, Trading Strategies, Trading Systems, Options, Financial Risk
Education
Concordia University 2005 — 2009
BComm, Major in Finance
Canadian Securities Institute 2010 — 2010
CSC, Canadian Securities Course
Université de Montréal 2012 — 2013
Certificate, Law
Canaccord Genuity Inc. July 2015 - Present
Public Sector Pension Investment Board July 2014 - Present
CIBC Asset Management July 2013 - July 2014
Groupe Immobilier Alliance Québec January 2012 - June 2013
Tactico Inc. April 2010 - October 2011
Scotia iTRADE (Formerly TradeFreedom Securities Inc.) July 2009 - April 2010
TD Canada Trust June 2006 - July 2009
TD Canada Trust June 2006 - September 2006
Skills
Guitarist, French, English, Italian, Microsoft Excel, Canadian Securities..., Tennis, Golf, Soccer, Financial Modeling, Capital Markets, Retail Banking, Investments, Stock Market, Trading, Banking, Credit, Equities, Bonds, Bloomberg, Securities, Equity Trading, Fixed Income, Risk Management, Electronic Trading, Investment Strategies, Derivatives, Financial Markets, Finance, Equity Research, Customer Service, Options Strategies, Trading Strategies, Trading Systems, Options, Financial Risk
Education
Concordia University 2005 — 2009
BComm, Major in Finance
Canadian Securities Institute 2010 — 2010
CSC, Canadian Securities Course
Université de Montréal 2012 — 2013
Certificate, Law
Paul Bernard, MBA Paul Bernard, MBA's Canaccord Genuity Inc. Experience September 1998 - June 2005
Job VicePresident, Investment Banking at Jones, Gable & Company
Industry Capital Markets
Experience
Jones, Gable & Company December 2014 - Present
Mackie Research Capital November 2013 - December 2014
MGI Securities November 2011 - November 2013
Industrial Alliance Securities October 2005 - January 2011
Canaccord Genuity Inc. September 1998 - June 2005
Skills
Capital Markets, Investment Banking, Investments, Equities, Equity Research, Equity Valuation, Valuation, Financial Modeling, Portfolio Management, Securities, Derivatives, Mutual Funds
Education
Concordia University
Master of Business Administration (M.B.A.)
Concordia University
Bachelor of Arts (BA), Economics and Quantitative Economics
Jones, Gable & Company December 2014 - Present
Mackie Research Capital November 2013 - December 2014
MGI Securities November 2011 - November 2013
Industrial Alliance Securities October 2005 - January 2011
Canaccord Genuity Inc. September 1998 - June 2005
Skills
Capital Markets, Investment Banking, Investments, Equities, Equity Research, Equity Valuation, Valuation, Financial Modeling, Portfolio Management, Securities, Derivatives, Mutual Funds
Education
Concordia University
Master of Business Administration (M.B.A.)
Concordia University
Bachelor of Arts (BA), Economics and Quantitative Economics
Scott Burk Scott Burk's Canaccord Genuity Inc. Experience 2011 - 2012
Job VP Finance at Energy & Exploration Partners
Industry Oil & Energy
Experience
Energy & Exploration Partners 2012 - Present
Canaccord Genuity Inc. 2011 - 2012
Oppenheimer & Co. 2008 - 2011
Bear Stearns 2002 - 2008
Frost Securities 1999 - 2002
Shell 1994 - 1999
Skills
Equity Research, Valuation, Investment Banking, Equities, Asset Managment, Financial Modeling
Education
Brigham Young University
BS
Tulane University - A.B. Freeman School of Business
MBA
Energy & Exploration Partners 2012 - Present
Canaccord Genuity Inc. 2011 - 2012
Oppenheimer & Co. 2008 - 2011
Bear Stearns 2002 - 2008
Frost Securities 1999 - 2002
Shell 1994 - 1999
Skills
Equity Research, Valuation, Investment Banking, Equities, Asset Managment, Financial Modeling
Education
Brigham Young University
BS
Tulane University - A.B. Freeman School of Business
MBA
Christian Conesa Christian Conesa's Canaccord Genuity Inc. Experience July 2010 - February 2011
Job Vice President at Trimteck, LLC
Industry Oil & Energy
Experience
Trimteck, LLC February 2011 - Present
Canaccord Genuity Inc. July 2010 - February 2011
U.S. Department of Energy May 2009 - June 2010
CB&I (Chicago Bridge & Iron Company N.V.) January 2009 - May 2009
Trimteck, LLC March 2008 - January 2009
Houghton Mifflin Harcourt Publishers October 2006 - March 2008
Skadden, Arps, Slate, Meagher & Flom LLPBos November 2005 - October 2006
Honeywell International Inc. July 2004 - August 2004
Skills
Strategy, Consulting, Investments, Energy, Business Development, Strategic Planning, Project Management, Business Strategy, Analysis, Negotiation, Marketing, Financial Analysis, Spanish, New Business Development, Finance, Operations Management, Manufacturing..., Quality Management, Oil & Gas, Power Generation, Energy Industry, Management Consulting, Due Diligence, Mergers & Acquisitions, Supply Chain, Business Process, Competitive Analysis, International Business, Portfolio Management, International Sales, Cross-functional Team..., Business Planning, Financial Modeling, Market Research, Emerging Markets
Education
Tufts University - The Fletcher School of Law and Diplomacy 2008 — 2010
Master of International Business, International Management Strategy and Energy & Resource Policy
Boston College 2001 — 2005
Bachelor of Science, Economics, Philosophy
Institut d'Etudes politiques de Paris 2004 — 2004
BEI Certificate, International Business
Trimteck, LLC February 2011 - Present
Canaccord Genuity Inc. July 2010 - February 2011
U.S. Department of Energy May 2009 - June 2010
CB&I (Chicago Bridge & Iron Company N.V.) January 2009 - May 2009
Trimteck, LLC March 2008 - January 2009
Houghton Mifflin Harcourt Publishers October 2006 - March 2008
Skadden, Arps, Slate, Meagher & Flom LLPBos November 2005 - October 2006
Honeywell International Inc. July 2004 - August 2004
Skills
Strategy, Consulting, Investments, Energy, Business Development, Strategic Planning, Project Management, Business Strategy, Analysis, Negotiation, Marketing, Financial Analysis, Spanish, New Business Development, Finance, Operations Management, Manufacturing..., Quality Management, Oil & Gas, Power Generation, Energy Industry, Management Consulting, Due Diligence, Mergers & Acquisitions, Supply Chain, Business Process, Competitive Analysis, International Business, Portfolio Management, International Sales, Cross-functional Team..., Business Planning, Financial Modeling, Market Research, Emerging Markets
Education
Tufts University - The Fletcher School of Law and Diplomacy 2008 — 2010
Master of International Business, International Management Strategy and Energy & Resource Policy
Boston College 2001 — 2005
Bachelor of Science, Economics, Philosophy
Institut d'Etudes politiques de Paris 2004 — 2004
BEI Certificate, International Business
Michael Weis Michael Weis's Canaccord Genuity Inc. Experience March 2010 - Present
Job Managing Director at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc. March 2010 - Present
Madison Williams & Co. January 2009 - March 2010
Sanford C. Bernstein October 2001 - October 2008
Skills
Equity Research, Mergers & Acquisitions, Start-ups, Equities, Financial Analysis, Investments, Valuation, Strategy, Private Equity, Management, Financial Modeling, Venture Capital, Capital Markets
Education
Fordham Gabelli School of Business 1998 — 2001
MBA, Finance, Accounting & Taxation
The Catholic University of America 1988 — 1992
BA, Middle East Affairs
Canaccord Genuity Inc. March 2010 - Present
Madison Williams & Co. January 2009 - March 2010
Sanford C. Bernstein October 2001 - October 2008
Skills
Equity Research, Mergers & Acquisitions, Start-ups, Equities, Financial Analysis, Investments, Valuation, Strategy, Private Equity, Management, Financial Modeling, Venture Capital, Capital Markets
Education
Fordham Gabelli School of Business 1998 — 2001
MBA, Finance, Accounting & Taxation
The Catholic University of America 1988 — 1992
BA, Middle East Affairs
Robert Romano's Canaccord Genuity Inc. Experience March 2014 - September 2014
Job Analyst Equity Derivatives & Structured Products at Natixis CIB Americas
Industry Banking
Experience
Natixis CIB Americas July 2015 - Present
Seeking Alpha October 2014 - Present
Canaccord Genuity Inc. March 2014 - September 2014
Natixis January 2014 - February 2014
LVMH July 2012 - December 2012
LVMH January 2012 - June 2012
Skills
Finance, Financial Modeling, Valuation, Investment Banking, Mergers & Acquisitions, Market Research, Bloomberg, Equity Research, Capital Markets, Financial Statement..., M&A Research, LBO Modeling, DCF Valuation, Microsoft Excel, ThomsonOne, Luxury Goods, Merger Market, Equities, Equity Derivatives, Structured Products, Options, Hedging
Education
ESSEC Business School 2011 — 2014
MSc in Management (Grande École), Finance
University of Toronto 2006 — 2010
Honours Bachelor of Arts
Natixis CIB Americas July 2015 - Present
Seeking Alpha October 2014 - Present
Canaccord Genuity Inc. March 2014 - September 2014
Natixis January 2014 - February 2014
LVMH July 2012 - December 2012
LVMH January 2012 - June 2012
Skills
Finance, Financial Modeling, Valuation, Investment Banking, Mergers & Acquisitions, Market Research, Bloomberg, Equity Research, Capital Markets, Financial Statement..., M&A Research, LBO Modeling, DCF Valuation, Microsoft Excel, ThomsonOne, Luxury Goods, Merger Market, Equities, Equity Derivatives, Structured Products, Options, Hedging
Education
ESSEC Business School 2011 — 2014
MSc in Management (Grande École), Finance
University of Toronto 2006 — 2010
Honours Bachelor of Arts
Kris Tuttle's Canaccord Genuity Inc. Experience December 2002 - June 2004
Job SoundView Technology Group
Industry Research
Experience
SoundView Technology Group October 2011 - Present
GoodData 2008 - 2015
Research 2.0 April 2005 - October 2011
alfabet AG January 2006 - January 2008
Canaccord Genuity Inc. December 2002 - June 2004
SoundView Technology Group April 1995 - December 2002
S. G. Warburg (now UBS) August 1992 - April 1995
IBM May 1984 - August 1992
Carnegie Mellon University August 1981 - May 1984
Prodigy Computer Centers September 1979 - August 1981
Skills
Investments, Cloud Computing, 3D, Asset Management, IPO, Equity Research, Research, Competitive Analysis, Financial Modeling, Start-ups, Valuation, Due Diligence, Business Strategy, Business Analysis, Entrepreneur, Social Media, Corporate Development, Equities, Public Speaking, Mobile, Venture Capital, Strategy, Investment Banking, Entrepreneurship, Mobile Devices, Financial Analysis, Business Development, Strategic Partnerships, Analytics, Business Modeling, Management Consulting, Asset Managment, SaaS, Management, Product Management, Mergers & Acquisitions
Education
Stern/NYU 1989 — 1992
MBA, Finance/International Business
Teachers College of Columbia University 1988 — 1989
None, Organizational Behavior
Carnegie Mellon University 1981 — 1984
B.S., Computer Science
Parsippany Troy Hills HS
SoundView Technology Group October 2011 - Present
GoodData 2008 - 2015
Research 2.0 April 2005 - October 2011
alfabet AG January 2006 - January 2008
Canaccord Genuity Inc. December 2002 - June 2004
SoundView Technology Group April 1995 - December 2002
S. G. Warburg (now UBS) August 1992 - April 1995
IBM May 1984 - August 1992
Carnegie Mellon University August 1981 - May 1984
Prodigy Computer Centers September 1979 - August 1981
Skills
Investments, Cloud Computing, 3D, Asset Management, IPO, Equity Research, Research, Competitive Analysis, Financial Modeling, Start-ups, Valuation, Due Diligence, Business Strategy, Business Analysis, Entrepreneur, Social Media, Corporate Development, Equities, Public Speaking, Mobile, Venture Capital, Strategy, Investment Banking, Entrepreneurship, Mobile Devices, Financial Analysis, Business Development, Strategic Partnerships, Analytics, Business Modeling, Management Consulting, Asset Managment, SaaS, Management, Product Management, Mergers & Acquisitions
Education
Stern/NYU 1989 — 1992
MBA, Finance/International Business
Teachers College of Columbia University 1988 — 1989
None, Organizational Behavior
Carnegie Mellon University 1981 — 1984
B.S., Computer Science
Parsippany Troy Hills HS
William Ferguson's Canaccord Genuity Inc. Experience July 2011 - June 2013
Job MBA Candidate at MIT Sloan School of Management
Industry Venture Capital & Private Equity
Experience
MIT Sloan School of Management August 2015 - Present
Volition Capital June 2013 - July 2015
Canaccord Genuity Inc. July 2011 - June 2013
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (MBA)
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
M.S., Finance
Boston College 2006 — 2010
B.A., Economics, Computer Science
MIT Sloan School of Management August 2015 - Present
Volition Capital June 2013 - July 2015
Canaccord Genuity Inc. July 2011 - June 2013
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (MBA)
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
M.S., Finance
Boston College 2006 — 2010
B.A., Economics, Computer Science
Pierce McClory's Canaccord Genuity Inc. Experience June 2011 - August 2011
Job Associate at CVCapital投中资本
Industry Investment Banking
Experience
CVCapital投中资本 August 2014 - Present
Han Kun Law Offices October 2012 - November 2013
Canaccord Genuity Inc. June 2011 - August 2011
Redwood Capital, Inc. June 2008 - July 2008
Skills
Intellectual Property, Research, Legal Research, Due Diligence, Valuation, Litigation, Private Equity, Venture Capital, Mandarin, Legal Writing
Education
University of California, Berkeley 2007 — 2012
BA, Duel Degree: Political Science and Mandarin Chinese
Tsinghua University 2010 — 2010
Mandarin Chinese
Beijing Language and Culture University 2009 — 2009
Mandarin Chinese
University of Cambridge 2004 — 2004
Western Civilization Major and English History Minor
CVCapital投中资本 August 2014 - Present
Han Kun Law Offices October 2012 - November 2013
Canaccord Genuity Inc. June 2011 - August 2011
Redwood Capital, Inc. June 2008 - July 2008
Skills
Intellectual Property, Research, Legal Research, Due Diligence, Valuation, Litigation, Private Equity, Venture Capital, Mandarin, Legal Writing
Education
University of California, Berkeley 2007 — 2012
BA, Duel Degree: Political Science and Mandarin Chinese
Tsinghua University 2010 — 2010
Mandarin Chinese
Beijing Language and Culture University 2009 — 2009
Mandarin Chinese
University of Cambridge 2004 — 2004
Western Civilization Major and English History Minor
Amy Leyte Amy Leyte's Canaccord Genuity Inc. Experience June 2014 - Present
Job Application Specialist at Canaccord Genuity
Industry Financial Services
Experience
Canaccord Genuity Inc. June 2014 - Present
OpenRoad Communications June 2013 - June 2014
Dixon Mitchell Investment Counsel 2009 - 2013
Dixon Mitchell Investment Counsel 2006 - 2009
World Travel Protection 2001 - 2006
Education
British Columbia Institute of Technology 2014 — 2016
Associate's Degree, Applied Database Administration and Design
Laurentian University/Université Laurentienne
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Canaccord Genuity Inc. June 2014 - Present
OpenRoad Communications June 2013 - June 2014
Dixon Mitchell Investment Counsel 2009 - 2013
Dixon Mitchell Investment Counsel 2006 - 2009
World Travel Protection 2001 - 2006
Education
British Columbia Institute of Technology 2014 — 2016
Associate's Degree, Applied Database Administration and Design
Laurentian University/Université Laurentienne
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Kyle Stanley's Canaccord Genuity Inc. Experience February 2013 - September 2013
Job Equity Research Real Estate & Special Situations at National Bank Financial
Industry Capital Markets
Experience
National Bank Financial February 2015 - Present
M Partners Inc May 2014 - February 2015
Canaccord Genuity Inc. February 2013 - September 2013
Export Development Canada April 2012 - January 2013
Carleton University September 2008 - June 2012
QMJHL 2005 - 2008
Skills
Research, Microsoft Excel, PowerPoint, Market Research, Microsoft Office, Microsoft Word, Public Speaking, Teamwork, Time Management, Analysis, Data Analysis, Financial Modeling, Corporate Finance, Valuation, Finance
Education
Carleton University 2008 — 2012
Commerce, Finance
Memorial University of Newfoundland 2005 — 2008
Commerce
National Bank Financial February 2015 - Present
M Partners Inc May 2014 - February 2015
Canaccord Genuity Inc. February 2013 - September 2013
Export Development Canada April 2012 - January 2013
Carleton University September 2008 - June 2012
QMJHL 2005 - 2008
Skills
Research, Microsoft Excel, PowerPoint, Market Research, Microsoft Office, Microsoft Word, Public Speaking, Teamwork, Time Management, Analysis, Data Analysis, Financial Modeling, Corporate Finance, Valuation, Finance
Education
Carleton University 2008 — 2012
Commerce, Finance
Memorial University of Newfoundland 2005 — 2008
Commerce
Andy Viles's Canaccord Genuity Inc. Experience January 2013 - Present
Job Senior Managing Director, US General Counsel, Head of Legal and Compliance at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc. January 2013 - Present
Canaccord Genuity Inc. October 2007 - January 2013
Canaccord Genuity Inc. January 2006 - September 2007
Adams, Harkness & Hill (now Canaccord Genuity Inc.) September 2003 - December 2005
Goodwin Procter LLP October 1999 - September 2003
Goodwin Procter LLP September 1992 - September 1999
Skills
Venture Capital, Corporate Law, Mergers, Mergers & Acquisitions, Private Equity, Asset Managment, Securities, Due Diligence, Management, Securities Regulation, M&A experience, Corporate Governance, Equities, IPO, Capital Markets
Education
Boston University School of Law 1989 — 1992
JD
Bates College 1981 — 1986
BA, Biology
Williston-Northampton School 1979 — 1981
Willy Prep
Canaccord Genuity Inc. January 2013 - Present
Canaccord Genuity Inc. October 2007 - January 2013
Canaccord Genuity Inc. January 2006 - September 2007
Adams, Harkness & Hill (now Canaccord Genuity Inc.) September 2003 - December 2005
Goodwin Procter LLP October 1999 - September 2003
Goodwin Procter LLP September 1992 - September 1999
Skills
Venture Capital, Corporate Law, Mergers, Mergers & Acquisitions, Private Equity, Asset Managment, Securities, Due Diligence, Management, Securities Regulation, M&A experience, Corporate Governance, Equities, IPO, Capital Markets
Education
Boston University School of Law 1989 — 1992
JD
Bates College 1981 — 1986
BA, Biology
Williston-Northampton School 1979 — 1981
Willy Prep
Kelly, Mollie Kelly, Mollie's Canaccord Genuity Inc. Experience July 2014 - Present
Job European Equities Associate at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc. July 2014 - Present
Magnetar Capital January 2013 - July 2014
Free Lancer ( Self Employed) August 2009 - January 2014
Jean Ann Ryan Productions January 2008 - October 2009
Skills
Entertainment, Acting, Music Industry, Theatre, Film, Voice Over, Singing, Stage, Performing Arts, Event Planning, Improvisation, Musical Theatre
Education
Belmont University 2003 — 2007
Music, Vocal Performance, Entrepreneurship
Canaccord Genuity Inc. July 2014 - Present
Magnetar Capital January 2013 - July 2014
Free Lancer ( Self Employed) August 2009 - January 2014
Jean Ann Ryan Productions January 2008 - October 2009
Skills
Entertainment, Acting, Music Industry, Theatre, Film, Voice Over, Singing, Stage, Performing Arts, Event Planning, Improvisation, Musical Theatre
Education
Belmont University 2003 — 2007
Music, Vocal Performance, Entrepreneurship
David Hynes's Canaccord Genuity Inc. Experience June 2010 - Present
Job Equity Research at Canaccord Genuity Inc.
Industry
Experience
Canaccord Genuity Inc. June 2010 - Present
Needham & Company October 2006 - June 2010
Skills
Equity Research, Valuation, Due Diligence, Financial Analysis, Financial Modeling, Private Equity, Capital Markets, Equities, Investment Banking
Education
Harvard University 2002 — 2006
A.B., Economics
Belmont Hill School 1996 — 2001
Canaccord Genuity Inc. June 2010 - Present
Needham & Company October 2006 - June 2010
Skills
Equity Research, Valuation, Due Diligence, Financial Analysis, Financial Modeling, Private Equity, Capital Markets, Equities, Investment Banking
Education
Harvard University 2002 — 2006
A.B., Economics
Belmont Hill School 1996 — 2001
Jennifer Joinnides Jennifer Joinnides's Canaccord Genuity Inc. Experience November 2000 - Present
Job Managing Director, Equities
Industry Investment Banking
Experience
Canaccord Genuity Inc. November 2000 - Present
Skills
Series 7, Equities
Education
Hobart and William Smith Colleges 1993 — 1997
Canaccord Genuity Inc. November 2000 - Present
Skills
Series 7, Equities
Education
Hobart and William Smith Colleges 1993 — 1997
Dilyaver Sheykhislyamov's Canaccord Genuity Inc. Experience April 2014 - Present
Job Investment Banking Analyst; 2x Pan American Judo Medalist
Industry Financial Services
Experience
Canaccord Genuity Inc. April 2014 - Present
Ontario Teachers' Pension Plan April 2013 - August 2013
DBRS October 2012 - December 2012
Kinross Gold Corporation May 2012 - September 2012
Canada Student Loans Program, HRSDC February 2012 - April 2012
Canada Student Loans Program June 2010 - September 2010
Skills
Financial Analysis, Analytic Thinking, Financial Modeling, Strategic Financial..., Advanced Excel and..., Problem Solving, Investments, Intellectually Curious, Credit Analysis, Simply Accounting, Judo, Investment Banking
Education
Carleton University 2009 — 2013
Bachelor of Commerce Honours, Accounting and Finance, 10.8 / 12 (89%)
York University 2012 — 2012
Visiting Student, Accounting and Finance
Canaccord Genuity Inc. April 2014 - Present
Ontario Teachers' Pension Plan April 2013 - August 2013
DBRS October 2012 - December 2012
Kinross Gold Corporation May 2012 - September 2012
Canada Student Loans Program, HRSDC February 2012 - April 2012
Canada Student Loans Program June 2010 - September 2010
Skills
Financial Analysis, Analytic Thinking, Financial Modeling, Strategic Financial..., Advanced Excel and..., Problem Solving, Investments, Intellectually Curious, Credit Analysis, Simply Accounting, Judo, Investment Banking
Education
Carleton University 2009 — 2013
Bachelor of Commerce Honours, Accounting and Finance, 10.8 / 12 (89%)
York University 2012 — 2012
Visiting Student, Accounting and Finance
Birch Chris's Canaccord Genuity Inc. Experience February 2007 - Present
Job Managing Director at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc. February 2007 - Present
Miller Tabak January 2003 - February 2007
Skills
Equity Trading, Fixed Income
Education
Fordham University 1987 — 1991
Bachelor's degree, History
Canaccord Genuity Inc. February 2007 - Present
Miller Tabak January 2003 - February 2007
Skills
Equity Trading, Fixed Income
Education
Fordham University 1987 — 1991
Bachelor's degree, History
Robb Ainley's Canaccord Genuity Inc. Experience June 2014 - August 2015
Job Freelance Writer/Blogger at Storyline Media Group
Industry Writing and Editing
Experience
Storyline Media Group July 2014 - Present
SLG Photography July 2014 - Present
My Three Angels Pictures Inc. August 2014 - Present
Canaccord Genuity Inc. June 2014 - August 2015
Dundee Securities April 2013 - June 2014
CIBC World Markets July 2012 - April 2013
Various January 1988 - December 2007
Skills
Relationship Management, Creative Writing, Proposal Writing, Personal Coaching, Fine Art Photography, Landscape Photography, Grant Writing, Portrait Photography, Report Writing, Customer/Client Services, Research/Investigation, Analysis, Project Management, Business Relationship..., Information/Documentatio..., Business Management..., Risk Management, Training, Fundraising, Financial Services, Financial Modeling, Financial Risk, Capital Markets, Securities, Budgets, Customer Service, Strategic Planning, Leadership, Business Planning, Social Networking, Strategy, Cigars/Pipes, Management, Finance, Portfolio Management, Equities, Investments, Banking, Poetry, Sales, Marketing, Marketing Strategy, Social Media Marketing
Education
George Brown College 1997 — 1998
Associate's degree, Business Administration and Management, General
George Brown College 1997 — 1997
Associate's Degree, Business Management/Management Studies
Various Education Information
Storyline Media Group July 2014 - Present
SLG Photography July 2014 - Present
My Three Angels Pictures Inc. August 2014 - Present
Canaccord Genuity Inc. June 2014 - August 2015
Dundee Securities April 2013 - June 2014
CIBC World Markets July 2012 - April 2013
Various January 1988 - December 2007
Skills
Relationship Management, Creative Writing, Proposal Writing, Personal Coaching, Fine Art Photography, Landscape Photography, Grant Writing, Portrait Photography, Report Writing, Customer/Client Services, Research/Investigation, Analysis, Project Management, Business Relationship..., Information/Documentatio..., Business Management..., Risk Management, Training, Fundraising, Financial Services, Financial Modeling, Financial Risk, Capital Markets, Securities, Budgets, Customer Service, Strategic Planning, Leadership, Business Planning, Social Networking, Strategy, Cigars/Pipes, Management, Finance, Portfolio Management, Equities, Investments, Banking, Poetry, Sales, Marketing, Marketing Strategy, Social Media Marketing
Education
George Brown College 1997 — 1998
Associate's degree, Business Administration and Management, General
George Brown College 1997 — 1997
Associate's Degree, Business Management/Management Studies
Various Education Information
Ashwin Wadekar Ashwin Wadekar's Canaccord Genuity Inc. Experience June 2011 - August 2011
Job Associate at The Boston Consulting Group
Industry
Experience
The Boston Consulting Group September 2014 - Present
Students of Georgetown, Inc. June 2012 - May 2014
Smithsonian Folkways Recordings June 2013 - August 2013
Office of Senator John Kerry June 2012 - August 2012
The Hoya September 2011 - May 2012
Canaccord Genuity Inc. June 2011 - August 2011
Skills
Microsoft Office, Research, PowerPoint, Microsoft Excel, Editing, Public Speaking, Microsoft Word
Education
Georgetown University 2010 — 2014
BA, Political Economy
Roxbury Latin 2006 — 2010
The Boston Consulting Group September 2014 - Present
Students of Georgetown, Inc. June 2012 - May 2014
Smithsonian Folkways Recordings June 2013 - August 2013
Office of Senator John Kerry June 2012 - August 2012
The Hoya September 2011 - May 2012
Canaccord Genuity Inc. June 2011 - August 2011
Skills
Microsoft Office, Research, PowerPoint, Microsoft Excel, Editing, Public Speaking, Microsoft Word
Education
Georgetown University 2010 — 2014
BA, Political Economy
Roxbury Latin 2006 — 2010
Thomas Thayer Thomas Thayer's Canaccord Genuity Inc. Experience 2009 - 2009
Job Institutional Sales at Cornerstone Macro LLC
Industry Financial Services
Experience
Cornerstone Macro LLC Senior Vice PresidentWolfe ResearchJanuary 2011 - September 2014
Canaccord Genuity Inc. 2009 - 2009
Scott-Macon, Ltd. 2009 - 2009
MAC Cosmetics 2006 - 2008
Estee Lauder 2005 - 2006
Estee Lauder 2003 - 2005
Estee Lauder 2001 - 2003
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Business Strategy, Strategy, PowerPoint, Business Development, Cosmetics, Business Operations, Business Planning, Competitive Analysis
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Financial Instruments and Markets
Bucknell University 1997 — 2001
BA, Econonmics-Finance
THE HOTCHKISS SCHOOL 1993 — 1997
Cornerstone Macro LLC Senior Vice PresidentWolfe ResearchJanuary 2011 - September 2014
Canaccord Genuity Inc. 2009 - 2009
Scott-Macon, Ltd. 2009 - 2009
MAC Cosmetics 2006 - 2008
Estee Lauder 2005 - 2006
Estee Lauder 2003 - 2005
Estee Lauder 2001 - 2003
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Business Strategy, Strategy, PowerPoint, Business Development, Cosmetics, Business Operations, Business Planning, Competitive Analysis
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Financial Instruments and Markets
Bucknell University 1997 — 2001
BA, Econonmics-Finance
THE HOTCHKISS SCHOOL 1993 — 1997
Monique Forte's Canaccord Genuity Inc. Experience March 2011 - August 2012
Job Office Manager at Fuld & Company
Industry Management Consulting
Experience
Fuld & Company January 2014 - Present
Fuld & Company October 2012 - Present
Canaccord Genuity Inc. March 2011 - August 2012
G Spa July 2008 - January 2011
Shoreway Acres Inn June 2005 - September 2008
WHDH - Channel 7 News June 2008 - August 2008
Skills
Microsoft Excel, Outlook, PowerPoint, Microsoft Office, Public Speaking, Microsoft Word, Office Management, Public Relations, Customer Service, Management, Budgets
Education
Bridgewater State University 2007 — 2009
B.A, Communication Studies
Fuld & Company January 2014 - Present
Fuld & Company October 2012 - Present
Canaccord Genuity Inc. March 2011 - August 2012
G Spa July 2008 - January 2011
Shoreway Acres Inn June 2005 - September 2008
WHDH - Channel 7 News June 2008 - August 2008
Skills
Microsoft Excel, Outlook, PowerPoint, Microsoft Office, Public Speaking, Microsoft Word, Office Management, Public Relations, Customer Service, Management, Budgets
Education
Bridgewater State University 2007 — 2009
B.A, Communication Studies
Haesu Lee's Canaccord Genuity Inc. Experience January 2012 - June 2014
Job MBA Candidate at Columbia Business School
Industry Investment Management
Experience
Fidelity Investments June 2015 - August 2015
Canaccord Genuity Inc. January 2012 - June 2014
TELUS September 2009 - December 2011
Skills
Financial Modeling, Strategic Planning, Marketing Intelligence, Corporate Development, Financial Analysis, Mergers, Business Strategy, Business Planning, Mergers & Acquisitions, Corporate Finance, Competitive Analysis, Bloomberg, Equity Research, Valuation, Analysis
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
York University - Schulich School of Business 2005 — 2009
IBBA (International BBA)
CFA Institute 2009 — 2013
Fidelity Investments June 2015 - August 2015
Canaccord Genuity Inc. January 2012 - June 2014
TELUS September 2009 - December 2011
Skills
Financial Modeling, Strategic Planning, Marketing Intelligence, Corporate Development, Financial Analysis, Mergers, Business Strategy, Business Planning, Mergers & Acquisitions, Corporate Finance, Competitive Analysis, Bloomberg, Equity Research, Valuation, Analysis
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
York University - Schulich School of Business 2005 — 2009
IBBA (International BBA)
CFA Institute 2009 — 2013
Bruce Fenske's Canaccord Genuity Inc. Experience October 2013 - February 2015
Job Compliance Solutions
Industry Financial Services
Experience
Oyster Consulting April 2015 - Present
Canaccord Genuity Inc. October 2013 - February 2015
Pierpont Securities 2010 - 2013
Redi Holdings, LLC 2009 - 2010
ICAP June 2000 - May 2009
Skills
Fixed Income, Swaps, Derivatives, Equities, Capital Markets, Securities Lending
Education
Boston College 1972 — 1976
Bachelor of Science (BS), Accounting and Finance
St. Peter's Prep 1968 — 1972
Oyster Consulting April 2015 - Present
Canaccord Genuity Inc. October 2013 - February 2015
Pierpont Securities 2010 - 2013
Redi Holdings, LLC 2009 - 2010
ICAP June 2000 - May 2009
Skills
Fixed Income, Swaps, Derivatives, Equities, Capital Markets, Securities Lending
Education
Boston College 1972 — 1976
Bachelor of Science (BS), Accounting and Finance
St. Peter's Prep 1968 — 1972
Dean Larson's Canaccord Genuity Inc. Experience August 2013 - January 2015
Job Partner at Middlemarch Partners LLC
Industry Financial Services
Experience
Middlemarch Partners LLC June 2015 - Present
Canaccord Genuity Inc. August 2013 - January 2015
CapRok Capital February 2012 - August 2013
StormHarbour Securities April 2011 - February 2012
Chapdelaine Credit Partners June 2009 - April 2011
Merrill Lynch 2008 - 2009
UBS Investment Bank October 2004 - March 2008
Deutsche Bank January 2001 - October 2004
Goldman Sachs 1992 - 2000
Skills
Structured Products, Credit Derivatives, Securitization, Alternative Investments, CDS, Hedge Funds, Capital Markets, Derivatives, ABS, Structured Finance, Fixed Income, Bonds, Financial Structuring, High Yield, Investment Banking, Leveraged Finance, Portfolio Management, Valuation, Trading, Credit, Securities, Bloomberg, Equity Derivatives, Options, Equities, Emerging Markets, CDO, Financial Markets, Swaps, Series 7, Interest Rate...
Education
John Molson School of Business, Concordia University 1987 — 1989
MBA, Finance
McGill University 1985 — 1987
BA, Economics and Political Science
Middlemarch Partners LLC June 2015 - Present
Canaccord Genuity Inc. August 2013 - January 2015
CapRok Capital February 2012 - August 2013
StormHarbour Securities April 2011 - February 2012
Chapdelaine Credit Partners June 2009 - April 2011
Merrill Lynch 2008 - 2009
UBS Investment Bank October 2004 - March 2008
Deutsche Bank January 2001 - October 2004
Goldman Sachs 1992 - 2000
Skills
Structured Products, Credit Derivatives, Securitization, Alternative Investments, CDS, Hedge Funds, Capital Markets, Derivatives, ABS, Structured Finance, Fixed Income, Bonds, Financial Structuring, High Yield, Investment Banking, Leveraged Finance, Portfolio Management, Valuation, Trading, Credit, Securities, Bloomberg, Equity Derivatives, Options, Equities, Emerging Markets, CDO, Financial Markets, Swaps, Series 7, Interest Rate...
Education
John Molson School of Business, Concordia University 1987 — 1989
MBA, Finance
McGill University 1985 — 1987
BA, Economics and Political Science
David Newfield's Canaccord Genuity Inc. Experience May 2015 - July 2015
Job J.D. Candidate, University of Miami School of Law
Industry Law Practice
Experience
Canaccord Genuity Inc. May 2015 - July 2015
University of Miami School of Law, Investor Rights Clinic August 2014 - December 2014
Hassans June 2014 - July 2014
Talon Metals Corp. 2012 - 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Legal Research, Social Media, Research, Public Speaking, Management, Legal Writing, Teamwork, Mineral Exploration, Portfolio Management, Analysis, Negotiation, Financial Modeling
Education
University of Miami School of Law 2013 — 2016
J.D. Candidate
The University of British Columbia 2014 — 2017
Certificate of Mining Studies
Bar-Ilan University 2012 — 2013
Master of Business Administration (MBA), Global Enterprise Management
Sichuan University 2012 — 2012
Certificate in Chinese Business Practice
Excelsior College 2009 — 2012
Bachelor of Science (BSc), Liberal Arts
Canaccord Genuity Inc. May 2015 - July 2015
University of Miami School of Law, Investor Rights Clinic August 2014 - December 2014
Hassans June 2014 - July 2014
Talon Metals Corp. 2012 - 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Legal Research, Social Media, Research, Public Speaking, Management, Legal Writing, Teamwork, Mineral Exploration, Portfolio Management, Analysis, Negotiation, Financial Modeling
Education
University of Miami School of Law 2013 — 2016
J.D. Candidate
The University of British Columbia 2014 — 2017
Certificate of Mining Studies
Bar-Ilan University 2012 — 2013
Master of Business Administration (MBA), Global Enterprise Management
Sichuan University 2012 — 2012
Certificate in Chinese Business Practice
Excelsior College 2009 — 2012
Bachelor of Science (BSc), Liberal Arts
David Shang David Shang's Canaccord Genuity Inc. Experience June 2012 - June 2012
Job Student at Boston College Carroll School of Management
Industry Accounting
Experience
Boston College February 2015 - Present
Dell June 2014 - August 2014
Canaccord Genuity Inc. June 2012 - June 2012
Microsoft December 2011 - December 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teaching, Research
Education
Boston College 2014 — 2017
Undergraduate Program - Bachelor of Science in Management, Accounting, Operations Management
University of Toronto 2013 — 2014
Economics
Shanghai American School 2008 — 2013
Boston College February 2015 - Present
Dell June 2014 - August 2014
Canaccord Genuity Inc. June 2012 - June 2012
Microsoft December 2011 - December 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teaching, Research
Education
Boston College 2014 — 2017
Undergraduate Program - Bachelor of Science in Management, Accounting, Operations Management
University of Toronto 2013 — 2014
Economics
Shanghai American School 2008 — 2013
Andrew Pojani's Canaccord Genuity Inc. Experience June 1996 - Present
Job Managing Director, Head of US Technology Investment Banking, Canaccord Genuity
Industry Investment Banking
Experience
Canaccord Genuity Inc. June 1996 - Present
Education
Boston University - School of Management
Canaccord Genuity Inc. June 1996 - Present
Education
Boston University - School of Management
Laura Sandford's Canaccord Genuity Inc. Experience September 2014 - Present
Job Sales Assistant, US Fixed Income at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc. September 2014 - Present
CodeStreet June 2013 - September 2014
U.S. House of Representatives May 2012 - August 2012
Skills
Salesforce.com, Social Networking, Social Media Marketing, Account Management, Business Development, Digital Strategy, Negotiation, Outlook, New Business Development, Sales, Team Building
Education
Bucknell University 2009 — 2013
Bachelor of Arts (BA), Political Science, History
Bucknell University 2009 — 2013
Canaccord Genuity Inc. September 2014 - Present
CodeStreet June 2013 - September 2014
U.S. House of Representatives May 2012 - August 2012
Skills
Salesforce.com, Social Networking, Social Media Marketing, Account Management, Business Development, Digital Strategy, Negotiation, Outlook, New Business Development, Sales, Team Building
Education
Bucknell University 2009 — 2013
Bachelor of Arts (BA), Political Science, History
Bucknell University 2009 — 2013
Chad Macdonald Chad Macdonald's Canaccord Genuity Inc. Experience October 2005 - October 2014
Job Institutional Equity Trader at Macquarie Group
Industry Investment Banking
Experience
Macquarie Group October 2014 - Present
Canaccord Genuity Inc. October 2005 - October 2014
UBS Investment Bank November 2003 - November 2005
Westwind Partners January 2002 - November 2003
Skills
Equities, Capital Markets, Investments, Financial Modeling, Bloomberg, Valuation, Trading, Hedge Funds, Portfolio Management, Financial Analysis
Education
Colgate University 1996 — 2001
Bachelor of Arts (B.A.), Geology
Colgate University 1996 — 2001
Macquarie Group October 2014 - Present
Canaccord Genuity Inc. October 2005 - October 2014
UBS Investment Bank November 2003 - November 2005
Westwind Partners January 2002 - November 2003
Skills
Equities, Capital Markets, Investments, Financial Modeling, Bloomberg, Valuation, Trading, Hedge Funds, Portfolio Management, Financial Analysis
Education
Colgate University 1996 — 2001
Bachelor of Arts (B.A.), Geology
Colgate University 1996 — 2001
Christopher Mandeville, CFA's Canaccord Genuity Inc. Experience December 2010 - August 2013
Job Sr. Equity Research Associate at Jefferies
Industry Investment Banking
Experience
Jefferies & Company August 2013 - Present
Canaccord Genuity Inc. December 2010 - August 2013
Columbia Management September 2008 - December 2010
Wachovia Securities February 2006 - May 2006
Skills
Fixed Income, Bloomberg, Equity Research, Financial Modeling, Oil & Gas Exploration, Consumer Goods, Equity Valuation, Investments, Series 7, Microsoft Excel, Due Diligence, Series 63, Finance, Financial Markets
Education
Bentley University 2003 — 2007
BS, Finance
Suffolk University Madrid 2005 — 2006
Spanish
Jefferies & Company August 2013 - Present
Canaccord Genuity Inc. December 2010 - August 2013
Columbia Management September 2008 - December 2010
Wachovia Securities February 2006 - May 2006
Skills
Fixed Income, Bloomberg, Equity Research, Financial Modeling, Oil & Gas Exploration, Consumer Goods, Equity Valuation, Investments, Series 7, Microsoft Excel, Due Diligence, Series 63, Finance, Financial Markets
Education
Bentley University 2003 — 2007
BS, Finance
Suffolk University Madrid 2005 — 2006
Spanish
James (Jake) Keator James (Jake) Keator's Canaccord Genuity Inc. Experience January 2013 - April 2013
Job Investment Banking Analyst at Fidus Partners
Industry Investment Banking
Experience
Fidus Partners July 2014 - Present
The Motley Fool June 2013 - December 2013
Davidson College August 2010 - November 2013
Canaccord Genuity Inc. January 2013 - April 2013
Liberty Advisory Group June 2012 - July 2012
Ponte Vedra Soccer Club August 2009 - May 2010
The Bolles School October 2009 - February 2010
Skills
Leadership, Public Speaking, Microsoft Excel, Social Media, PowerPoint, Microsoft Word, Research, Data Analysis, Teamwork, Financial Statement..., Financial Modeling, Economics, Editing, Microsoft Office, Event Planning, Statistics, English
Education
Davidson College 2010 — 2014
Bachelor of Arts (B.A.), Economics, Magna Cum Laude, Graduate
Fidus Partners July 2014 - Present
The Motley Fool June 2013 - December 2013
Davidson College August 2010 - November 2013
Canaccord Genuity Inc. January 2013 - April 2013
Liberty Advisory Group June 2012 - July 2012
Ponte Vedra Soccer Club August 2009 - May 2010
The Bolles School October 2009 - February 2010
Skills
Leadership, Public Speaking, Microsoft Excel, Social Media, PowerPoint, Microsoft Word, Research, Data Analysis, Teamwork, Financial Statement..., Financial Modeling, Economics, Editing, Microsoft Office, Event Planning, Statistics, English
Education
Davidson College 2010 — 2014
Bachelor of Arts (B.A.), Economics, Magna Cum Laude, Graduate
Geoffrey Richards's Canaccord Genuity Inc. Experience August 2013 - Present
Job Head, U.S. Special Situations & Restructuring at Canaccord Genuity Inc.
Industry Investment Banking
Experience
Canaccord Genuity Inc. August 2013 - Present
William Blair and Company June 2007 - May 2013
Giuliani Capital Advisors April 2006 - April 2007
Kirkland & Ellis LLP January 1999 - April 2006
Skills
Corporate Law, Mergers & Acquisitions, Venture Capital, Private Equity, Special Situations, Capital Markets, Restructuring, Investments, Due Diligence, Strategy, Business Strategy, Valuation, Negotiation, Alternative Investments, Securities, Financial Modeling, Chapter 11, Investment Banking, Corporate Finance, Corporate Development, LBO, Business Development, Private Placements, Corporate Governance, Leveraged Finance, M&A experience
Education
Northwestern University School of Law 1994 — 1995
Law
Brooklyn Law School 1992 — 1995
JD, Law
University of Wisconsin-Madison 1988 — 1992
BA, History
The Hill School 1985 — 1988
Canaccord Genuity Inc. August 2013 - Present
William Blair and Company June 2007 - May 2013
Giuliani Capital Advisors April 2006 - April 2007
Kirkland & Ellis LLP January 1999 - April 2006
Skills
Corporate Law, Mergers & Acquisitions, Venture Capital, Private Equity, Special Situations, Capital Markets, Restructuring, Investments, Due Diligence, Strategy, Business Strategy, Valuation, Negotiation, Alternative Investments, Securities, Financial Modeling, Chapter 11, Investment Banking, Corporate Finance, Corporate Development, LBO, Business Development, Private Placements, Corporate Governance, Leveraged Finance, M&A experience
Education
Northwestern University School of Law 1994 — 1995
Law
Brooklyn Law School 1992 — 1995
JD, Law
University of Wisconsin-Madison 1988 — 1992
BA, History
The Hill School 1985 — 1988
Evan Gabriel Evan Gabriel's Canaccord Genuity Inc. Experience May 2014 - Present
Job Associate, Invesment Banking at Canaccord Genuity Inc.
Industry Banking
Experience
Canaccord Genuity Inc. May 2014 - Present
Union Bank July 2012 - April 2014
WestLB June 2010 - June 2012
Siemens July 2009 - August 2009
WestLB June 2008 - August 2008
Skills
Project Finance, Mezzanine, Investment Banking, Financial Modeling, Financial Analysis, Private Equity, Due Diligence, Structured Finance, Structured Products, Financial Structuring, Leveraged Finance, Credit Risk, Loan Origination, Fixed Income, Valuation
Education
Binghamton University - School of Management 2006 — 2010
Bachelor's degree, Finance
Manhasset High School 2002 — 2006
Canaccord Genuity Inc. May 2014 - Present
Union Bank July 2012 - April 2014
WestLB June 2010 - June 2012
Siemens July 2009 - August 2009
WestLB June 2008 - August 2008
Skills
Project Finance, Mezzanine, Investment Banking, Financial Modeling, Financial Analysis, Private Equity, Due Diligence, Structured Finance, Structured Products, Financial Structuring, Leveraged Finance, Credit Risk, Loan Origination, Fixed Income, Valuation
Education
Binghamton University - School of Management 2006 — 2010
Bachelor's degree, Finance
Manhasset High School 2002 — 2006
David V. Hedley III David V. Hedley III's Canaccord Genuity Inc. Experience April 2013 - June 2014
Job Sr. Managing Director & Group Head US Technology M&A Advisory at Ernst & Young Capital Advisors
Industry Investment Banking
Experience
Ernst & Young Capital Advisors, LLC July 2014 - Present
Canaccord Genuity Inc. April 2013 - June 2014
UBS Investment Bank September 2003 - December 2012
Thomas Weisel Partners March 2000 - March 2003
Merrill Lynch & Co. July 1991 - March 2000
Skills
Investment Banking, Corporate Finance, Mergers, Leveraged Finance, Private Equity, Capital Markets, M&A experience, IPO, Valuation, Equity Valuation, Fixed Income, Financial Structuring, LBO, Financial Modeling, Business Valuation
Education
Colgate University 1987 — 1991
BA, Political Science
Morristown-Beard School 1981 — 1987
Ernst & Young Capital Advisors, LLC July 2014 - Present
Canaccord Genuity Inc. April 2013 - June 2014
UBS Investment Bank September 2003 - December 2012
Thomas Weisel Partners March 2000 - March 2003
Merrill Lynch & Co. July 1991 - March 2000
Skills
Investment Banking, Corporate Finance, Mergers, Leveraged Finance, Private Equity, Capital Markets, M&A experience, IPO, Valuation, Equity Valuation, Fixed Income, Financial Structuring, LBO, Financial Modeling, Business Valuation
Education
Colgate University 1987 — 1991
BA, Political Science
Morristown-Beard School 1981 — 1987
Joseph Tuck's Canaccord Genuity Inc. Experience April 2014 - August 2014
Job JD Candidate at Fordham Law School
Industry Law Practice
Experience
Fordham University School of Law August 2012 - May 2015
Canaccord Genuity Inc. April 2014 - August 2014
Lincoln Square Legal Services December 2013 - May 2014
Fordham Suspension Representation Project March 2013 - April 2014
New York City Department of Parks and Recreation, Office of the General Counsel May 2013 - August 2013
NAREIT August 2011 - July 2012
U.S. Department of State May 2010 - February 2011
Office of the Honorable Senator Ron Wyden June 2009 - January 2010
Jackson County, Oregon April 2008 - August 2008
Education
Fordham Law School 2012 — 2015
Doctor of Law (J.D.)
Universidad Pontificia Comillas 2014 — 2015
Master of Laws (LL.M.), European Union and International Business Law
The George Washington University 2008 — 2012
Bachelor of Arts (B.A.), Latin American and Hemispheric Studies, Magna Cum Laude
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 2010 — 2011
Study Abroad
Fordham University School of Law August 2012 - May 2015
Canaccord Genuity Inc. April 2014 - August 2014
Lincoln Square Legal Services December 2013 - May 2014
Fordham Suspension Representation Project March 2013 - April 2014
New York City Department of Parks and Recreation, Office of the General Counsel May 2013 - August 2013
NAREIT August 2011 - July 2012
U.S. Department of State May 2010 - February 2011
Office of the Honorable Senator Ron Wyden June 2009 - January 2010
Jackson County, Oregon April 2008 - August 2008
Education
Fordham Law School 2012 — 2015
Doctor of Law (J.D.)
Universidad Pontificia Comillas 2014 — 2015
Master of Laws (LL.M.), European Union and International Business Law
The George Washington University 2008 — 2012
Bachelor of Arts (B.A.), Latin American and Hemispheric Studies, Magna Cum Laude
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 2010 — 2011
Study Abroad
Peter Procida Peter Procida's Canaccord Genuity Inc. Experience June 2013 - September 2014
Job
Industry Financial Services
Experience
YieldStreet March 2015 - June 2015
Mooreland Partners September 2014 - February 2015
Canaccord Genuity Inc. June 2013 - September 2014
Stifel Financial Corp. May 2011 - July 2011
New York Jets 2011 - 2011
National Football League May 2010 - August 2010
Education
Duke Fuqua School of Business 2012 — 2013
Master's degree
Harvard University 2008 — 2012
Degree
Deerfield Academy 2005 — 2008
HS
Eaglebrook
YieldStreet March 2015 - June 2015
Mooreland Partners September 2014 - February 2015
Canaccord Genuity Inc. June 2013 - September 2014
Stifel Financial Corp. May 2011 - July 2011
New York Jets 2011 - 2011
National Football League May 2010 - August 2010
Education
Duke Fuqua School of Business 2012 — 2013
Master's degree
Harvard University 2008 — 2012
Degree
Deerfield Academy 2005 — 2008
HS
Eaglebrook
Joshua R Baribeau, CFA's Canaccord Genuity Inc. Experience October 2006 - January 2015
Job Director New Market Development at Ameresco
Industry Renewables & Environment
Experience
Ameresco June 2015 - Present
Canaccord Genuity Inc. October 2006 - January 2015
First Southwest Company January 2005 - October 2006
Investors Bank & Trust June 2004 - January 2005
JPMorgan Chase & Co. September 2003 - December 2003
Skills
Equity Research, Equity Valuation, Technical Writing, Public Speaking, Market Research, Business Analysis, Financial Modeling, Financial Analysis, Accounting, Consulting, Thompson One, Bloomberg, Investment Management, Sales, International Travel, Due Diligence, Mutual Funds, Hedge Funds, Physics, Economics, Fixed Income, Options Strategies, Wealth Management, Portfolio Management, Ethics, Foreign Exchange, LED lighting systems, Lighting, Solar Energy, Semiconductor Industry, Series 7, Series 63, Series 86, Series 87, Chartered Financial...
Education
Boston University
Bachelor of Arts (B.A.), Physics
Ameresco June 2015 - Present
Canaccord Genuity Inc. October 2006 - January 2015
First Southwest Company January 2005 - October 2006
Investors Bank & Trust June 2004 - January 2005
JPMorgan Chase & Co. September 2003 - December 2003
Skills
Equity Research, Equity Valuation, Technical Writing, Public Speaking, Market Research, Business Analysis, Financial Modeling, Financial Analysis, Accounting, Consulting, Thompson One, Bloomberg, Investment Management, Sales, International Travel, Due Diligence, Mutual Funds, Hedge Funds, Physics, Economics, Fixed Income, Options Strategies, Wealth Management, Portfolio Management, Ethics, Foreign Exchange, LED lighting systems, Lighting, Solar Energy, Semiconductor Industry, Series 7, Series 63, Series 86, Series 87, Chartered Financial...
Education
Boston University
Bachelor of Arts (B.A.), Physics
Jeff MacKay Jeff MacKay's Canaccord Genuity Inc. Experience July 2000 - May 2003
Job
Industry Oil & Energy
Experience
The AES Corporation September 2013 - Present
Dayton Power & Light July 2012 - September 2013
AES Latin America SRL January 2009 - July 2012
AES Panama, S.A. January 2007 - December 2008
The AES Corporation August 2004 - December 2006
Ernst & Young May 2003 - August 2004
Canaccord Genuity Inc. July 2000 - May 2003
Skills
Financial Analysis, Mergers & Acquisitions, Due Diligence, Financial Modeling, Corporate Finance, Project Finance, Energy, Finance, Analysis, Private Equity, Spanish
Education
Dartmouth College 1996 — 2000
BA, Government
INCAE Business School 2010 — 2010
Executive Education Certificate, Business Administration and Management, General
University of Virginia Darden School of Business 2006 — 2006
Executive Education Certificate, Business Administration and Management, General
The AES Corporation September 2013 - Present
Dayton Power & Light July 2012 - September 2013
AES Latin America SRL January 2009 - July 2012
AES Panama, S.A. January 2007 - December 2008
The AES Corporation August 2004 - December 2006
Ernst & Young May 2003 - August 2004
Canaccord Genuity Inc. July 2000 - May 2003
Skills
Financial Analysis, Mergers & Acquisitions, Due Diligence, Financial Modeling, Corporate Finance, Project Finance, Energy, Finance, Analysis, Private Equity, Spanish
Education
Dartmouth College 1996 — 2000
BA, Government
INCAE Business School 2010 — 2010
Executive Education Certificate, Business Administration and Management, General
University of Virginia Darden School of Business 2006 — 2006
Executive Education Certificate, Business Administration and Management, General
Jed Dorsheimer's Canaccord Genuity Inc. Experience June 2000 - Present
Job Managing Director, Equity Research Canaccord Genuity
Industry Research
Experience
Canaccord Genuity Inc. June 2000 - Present
Clay Corporation September 1996 - May 2000
Skills
Venture Capital, Corporate Development, Start-ups, Cleantech, Financial Modeling, SSL, Equity Research, Private Equity, Advisory Boards, Intellectual Property, Intellectual Property..., Policy Analysis, Semiconductors, Semiconductor..., Compound Semiconductors
Education
Bentley University 1997 — 2002
Bachelor of Science, Finance
Canaccord Genuity Inc. June 2000 - Present
Clay Corporation September 1996 - May 2000
Skills
Venture Capital, Corporate Development, Start-ups, Cleantech, Financial Modeling, SSL, Equity Research, Private Equity, Advisory Boards, Intellectual Property, Intellectual Property..., Policy Analysis, Semiconductors, Semiconductor..., Compound Semiconductors
Education
Bentley University 1997 — 2002
Bachelor of Science, Finance
Bill Sherman's Canaccord Genuity Inc. Experience July 2008 - March 2014
Job Managing Member at TEC Advisors, LLC
Industry Financial Services
Experience
TEC Advisors, LLC March 2014 - Present
Canaccord Genuity Inc. July 2008 - March 2014
Kaufman Bros. March 2004 - July 2008
B. Riley & Co. February 2003 - January 2004
Needham & Company June 2000 - February 2003
JP Morgan June 1999 - June 2000
Bankers Trust June 1997 - June 1999
Education
Boston College 1993 — 1997
BS, Finance
TEC Advisors, LLC March 2014 - Present
Canaccord Genuity Inc. July 2008 - March 2014
Kaufman Bros. March 2004 - July 2008
B. Riley & Co. February 2003 - January 2004
Needham & Company June 2000 - February 2003
JP Morgan June 1999 - June 2000
Bankers Trust June 1997 - June 1999
Education
Boston College 1993 — 1997
BS, Finance
Andrew Goldsmith Andrew Goldsmith's Canaccord Genuity Inc. Experience May 2012 - March 2014
Job Senior Manager, Competitive Intelligence at Pfizer
Industry Research
Experience
Pfizer March 2014 - Present
Canaccord Genuity Inc. May 2012 - March 2014
Insight Strategy Advisors August 2011 - December 2011
Columbia University August 2004 - November 2010
Ernest Gallo Clinic and Research Center August 2002 - August 2004
UC Berkeley January 2000 - May 2002
Skills
Molecular Biology, Genetics, Cell, Biochemistry, Laboratory
Education
Columbia University in the City of New York 2004 — 2010
MA, MPhil, PhD, Genetics and Development
University of California, Berkeley 1998 — 2002
BA, Integrative Biology
Albuquerque Academy
Pfizer March 2014 - Present
Canaccord Genuity Inc. May 2012 - March 2014
Insight Strategy Advisors August 2011 - December 2011
Columbia University August 2004 - November 2010
Ernest Gallo Clinic and Research Center August 2002 - August 2004
UC Berkeley January 2000 - May 2002
Skills
Molecular Biology, Genetics, Cell, Biochemistry, Laboratory
Education
Columbia University in the City of New York 2004 — 2010
MA, MPhil, PhD, Genetics and Development
University of California, Berkeley 1998 — 2002
BA, Integrative Biology
Albuquerque Academy
Mary Jane Ng's Canaccord Genuity Inc. Experience 2003 - 2005
Job Executive Consultant at Rodan + Fields Dermatologists
Industry Retail
Experience
Rodan + Fields Dermatologists May 2013 - Present
Kaiser Permanente June 2010 - March 2013
Williams-Sonoma, Inc. November 2005 - June 2010
Canaccord Genuity Inc. 2003 - 2005
Gap Inc. 2000 - 2003
Gap Inc. 1997 - 2000
Skills
Microsoft Office, Customer Service, Administrative..., Microsoft Excel, Outlook, Leadership, Event Planning, Team Building, Recruiting, Sales, Marketing, PowerPoint, Human Resources, Data Entry, Microsoft Word, Training, Healthcare, Social Networking, Retail, Social Media, Customer Satisfaction, Administrative...
Education
CSU Sacramento 1998 — 2003
Bachelor of Arts (B.A.), Family and Consumer Sciences/Human Sciences
Rodan + Fields Dermatologists May 2013 - Present
Kaiser Permanente June 2010 - March 2013
Williams-Sonoma, Inc. November 2005 - June 2010
Canaccord Genuity Inc. 2003 - 2005
Gap Inc. 2000 - 2003
Gap Inc. 1997 - 2000
Skills
Microsoft Office, Customer Service, Administrative..., Microsoft Excel, Outlook, Leadership, Event Planning, Team Building, Recruiting, Sales, Marketing, PowerPoint, Human Resources, Data Entry, Microsoft Word, Training, Healthcare, Social Networking, Retail, Social Media, Customer Satisfaction, Administrative...
Education
CSU Sacramento 1998 — 2003
Bachelor of Arts (B.A.), Family and Consumer Sciences/Human Sciences
James Antonopoulos James Antonopoulos's Canaccord Genuity Inc. Experience May 2009 - Present
Job Principal at Canaccord Genuity Inc.
Industry Biotechnology
Experience
Canaccord Genuity Inc. May 2009 - Present
Rodman & Renshaw August 2008 - May 2009
Superior Court of New Jersey, Appellate Division August 2007 - August 2008
Skills
Capital Markets, Valuation, Financial Modeling, Investment Banking, IPO, Due Diligence, Corporate Development, Venture Capital, Private Placements, M&A experience
Education
Villanova University School of Law 2004 — 2007
J.D.
Babson College 2000 — 2004
B.S., Finance and Economics
Fairfield Preparatory High School 1996 — 2000
Canaccord Genuity Inc. May 2009 - Present
Rodman & Renshaw August 2008 - May 2009
Superior Court of New Jersey, Appellate Division August 2007 - August 2008
Skills
Capital Markets, Valuation, Financial Modeling, Investment Banking, IPO, Due Diligence, Corporate Development, Venture Capital, Private Placements, M&A experience
Education
Villanova University School of Law 2004 — 2007
J.D.
Babson College 2000 — 2004
B.S., Finance and Economics
Fairfield Preparatory High School 1996 — 2000
David Laufer's Canaccord Genuity Inc. Experience May 2010 - May 2011
Job CoHead of Institutional Equity Trading at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. May 2012 - Present
Merrill Lynch Wealth Managment February 2012 - May 2012
Canaccord Genuity Inc. May 2010 - May 2011
BMO Financial Group July 2003 - May 2010
Gerard Klauer Mattison December 2000 - June 2003
Baseline Financial 1999 - 2000
Skills
Analysis, Trading, Excel, Fidessa, Research, Equity Trading, Word, Sell Side, Equities, Capital, Bloomberg, Trading Systems, Problem Solving, Data Analysis, Capital Markets, Series 7, Venture Capital
Education
Denison University 1995 — 1999
BA, Economics
Cold Spring Harbor high school 1991 — 1995
Oppenheimer & Co. May 2012 - Present
Merrill Lynch Wealth Managment February 2012 - May 2012
Canaccord Genuity Inc. May 2010 - May 2011
BMO Financial Group July 2003 - May 2010
Gerard Klauer Mattison December 2000 - June 2003
Baseline Financial 1999 - 2000
Skills
Analysis, Trading, Excel, Fidessa, Research, Equity Trading, Word, Sell Side, Equities, Capital, Bloomberg, Trading Systems, Problem Solving, Data Analysis, Capital Markets, Series 7, Venture Capital
Education
Denison University 1995 — 1999
BA, Economics
Cold Spring Harbor high school 1991 — 1995
Mark Massaro's Canaccord Genuity Inc. Experience May 2014 - Present
Job Vice President, Senior Equity Analyst at Canaccord Genuity Inc.
Industry Investment Management
Experience
Canaccord Genuity Inc. May 2014 - Present
University of Massachusetts Amherst July 2012 - Present
Canaccord Genuity Inc. September 2011 - Present
UMass Alumni Finance Group April 2010 - Present
Avondale Partners September 2009 - September 2011
FinArc Investment Management May 2009 - September 2009
New Sector Alliance January 2009 - May 2009
Critical Mass January 2009 - May 2009
Essex Investment Management September 2008 - December 2008
Fidelity Investments June 2006 - March 2008
Skills
Equity Research, Portfolio Management, Asset Allocation, Market Research, Equities, Financial Modeling, Financial Analysis, Industry Analysis, Investments, Capital Markets, Asset Management, Financial Services, Fixed Income, Mutual Funds, Strategy, Mergers & Acquisitions, Due Diligence
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2009
MBA, Summa Cum Laude
University of Massachusetts, Amherst 1998 — 2002
BA, Economics, Spanish and Latin American Studies, Cum Laude
Universidad de Sevilla 2001 — 2001
International Business
Canaccord Genuity Inc. May 2014 - Present
University of Massachusetts Amherst July 2012 - Present
Canaccord Genuity Inc. September 2011 - Present
UMass Alumni Finance Group April 2010 - Present
Avondale Partners September 2009 - September 2011
FinArc Investment Management May 2009 - September 2009
New Sector Alliance January 2009 - May 2009
Critical Mass January 2009 - May 2009
Essex Investment Management September 2008 - December 2008
Fidelity Investments June 2006 - March 2008
Skills
Equity Research, Portfolio Management, Asset Allocation, Market Research, Equities, Financial Modeling, Financial Analysis, Industry Analysis, Investments, Capital Markets, Asset Management, Financial Services, Fixed Income, Mutual Funds, Strategy, Mergers & Acquisitions, Due Diligence
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2009
MBA, Summa Cum Laude
University of Massachusetts, Amherst 1998 — 2002
BA, Economics, Spanish and Latin American Studies, Cum Laude
Universidad de Sevilla 2001 — 2001
International Business
David Schrader's Canaccord Genuity Inc. Experience June 2015 - Present
Job Vice President Trading/MM at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc. June 2015 - Present
Canaccord Genuity Inc. September 2012 - May 2015
Canaccord Genuity Inc. January 2011 - September 2012
Bloomberg March 2010 - January 2011
First Financial Trust May 2007 - February 2009
Skills
Equities, Equity Trading, Fixed Income, Investments, Investment Banking, Analysis, Finance, Hedge Funds, Financial Risk, Bloomberg, Valuation, Financial Modeling, Financial Markets, Capital Markets, Equity Research
Education
Bentley University 2003 — 2007
BS, Economics & Finance
Canaccord Genuity Inc. June 2015 - Present
Canaccord Genuity Inc. September 2012 - May 2015
Canaccord Genuity Inc. January 2011 - September 2012
Bloomberg March 2010 - January 2011
First Financial Trust May 2007 - February 2009
Skills
Equities, Equity Trading, Fixed Income, Investments, Investment Banking, Analysis, Finance, Hedge Funds, Financial Risk, Bloomberg, Valuation, Financial Modeling, Financial Markets, Capital Markets, Equity Research
Education
Bentley University 2003 — 2007
BS, Economics & Finance
Joseph Skoff's Canaccord Genuity Inc. Experience May 2015 - Present
Job Managing Director, Institutional Equity Sales at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc. May 2015 - Present
ISI Group April 2014 - May 2015
Merrill Lynch July 2007 - March 2014
Skills
Equity Research, Equity Capital Markets, Equity Valuation, Sales, Building Relationships, Relationship Management, Trading, Equities, Investments, Mutual Funds, Investment Strategies
Education
Fairfield University 2004 — 2008
Bachelor of Science (B.S.), Financial Mathematics
Canaccord Genuity Inc. May 2015 - Present
ISI Group April 2014 - May 2015
Merrill Lynch July 2007 - March 2014
Skills
Equity Research, Equity Capital Markets, Equity Valuation, Sales, Building Relationships, Relationship Management, Trading, Equities, Investments, Mutual Funds, Investment Strategies
Education
Fairfield University 2004 — 2008
Bachelor of Science (B.S.), Financial Mathematics
Peter H. Lynch Peter H. Lynch's Canaccord Genuity Inc. Experience June 2014 - July 2015
Job Associate at AMA Capital Partners
Industry Investment Banking
Experience
AMA Capital Partners July 2015 - Present
Canaccord Genuity Inc. June 2014 - July 2015
Marsoft Inc July 2013 - June 2014
McQuilling Services LLC August 2010 - February 2013
Double Haul Media LLC January 2010 - December 2010
Mediterranean Shipping Co. S.A. (MSC) July 2009 - August 2010
DB Schenker June 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Business Development, International Shipping, Maritime, Start-ups, Corporate Finance, Shipping, Negotiation, Finance, Management, Mergers & Acquisitions, Analysis, Investments, Energy, Transportation, Risk Management, Project Finance, Freight, Bloomberg, International Business
Education
Georgetown University - The McDonough School of Business 2004 — 2009
B.S.B.A, Finance -- Minor: Sociology
Salisbury School 2000 — 2004
AMA Capital Partners July 2015 - Present
Canaccord Genuity Inc. June 2014 - July 2015
Marsoft Inc July 2013 - June 2014
McQuilling Services LLC August 2010 - February 2013
Double Haul Media LLC January 2010 - December 2010
Mediterranean Shipping Co. S.A. (MSC) July 2009 - August 2010
DB Schenker June 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Business Development, International Shipping, Maritime, Start-ups, Corporate Finance, Shipping, Negotiation, Finance, Management, Mergers & Acquisitions, Analysis, Investments, Energy, Transportation, Risk Management, Project Finance, Freight, Bloomberg, International Business
Education
Georgetown University - The McDonough School of Business 2004 — 2009
B.S.B.A, Finance -- Minor: Sociology
Salisbury School 2000 — 2004
David Lechner's Canaccord Genuity Inc. Experience September 2012 - June 2014
Job Vice President Corporate Development at Zayo Group
Industry Telecommunications
Experience
Zayo Group August 2014 - Present
Canaccord Genuity Inc. September 2012 - June 2014
Jefferies & Company June 2010 - August 2012
Rothschild August 2008 - May 2010
Accenture May 2002 - August 2006
Skills
Valuation, Investment Banking, Due Diligence, Corporate Finance, Credit Analysis, Capital Markets, Finance, Analysis, Restructuring, Mergers & Acquisitions, Strategy, Private Equity
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
Master of Business Administration (MBA), Corporate Finance
HKUST Business School 2008 — 2008
Exchange Student, Exchange Student
Ivey Business School at Western University 1998 — 2001
HBA, Business
Zayo Group August 2014 - Present
Canaccord Genuity Inc. September 2012 - June 2014
Jefferies & Company June 2010 - August 2012
Rothschild August 2008 - May 2010
Accenture May 2002 - August 2006
Skills
Valuation, Investment Banking, Due Diligence, Corporate Finance, Credit Analysis, Capital Markets, Finance, Analysis, Restructuring, Mergers & Acquisitions, Strategy, Private Equity
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
Master of Business Administration (MBA), Corporate Finance
HKUST Business School 2008 — 2008
Exchange Student, Exchange Student
Ivey Business School at Western University 1998 — 2001
HBA, Business
Christopher Pepper's Canaccord Genuity Inc. Experience May 2014 - August 2014
Job Acasta Capital
Industry Investment Banking
Experience
Acasta Capital September 2015 - Present
McGill University September 2013 - May 2015
Canaccord Genuity Inc. May 2014 - August 2014
ACIIC September 2013 - April 2014
Palos Merchant Bank Palos Management Inc. May 2012 - December 2012
Mont Tremblant Ski Resort November 2006 - April 2010
Skills
Finance, Corporate Finance, French, Equity Research, Financial Analysis, DCF, Microsoft Office, Private Equity, Bloomberg, Market Research, Bloomberg Terminal, Microsoft Excel, Analytical Skills, Languages, Investment Banking, Team Leadership, Communication, Computer/Technical..., Quantitative Finance
Education
McGill University 2011 — 2015
Bachelor of Commerce, Major in Finance
ESADE Business School
Bachelor of Business Administration (B.B.A.), Finance
Trinity College School 2009 — 2011
Ontario Seconday School Diploma, 97%
Acasta Capital September 2015 - Present
McGill University September 2013 - May 2015
Canaccord Genuity Inc. May 2014 - August 2014
ACIIC September 2013 - April 2014
Palos Merchant Bank Palos Management Inc. May 2012 - December 2012
Mont Tremblant Ski Resort November 2006 - April 2010
Skills
Finance, Corporate Finance, French, Equity Research, Financial Analysis, DCF, Microsoft Office, Private Equity, Bloomberg, Market Research, Bloomberg Terminal, Microsoft Excel, Analytical Skills, Languages, Investment Banking, Team Leadership, Communication, Computer/Technical..., Quantitative Finance
Education
McGill University 2011 — 2015
Bachelor of Commerce, Major in Finance
ESADE Business School
Bachelor of Business Administration (B.B.A.), Finance
Trinity College School 2009 — 2011
Ontario Seconday School Diploma, 97%
Jason Partenza Jason Partenza's Canaccord Genuity Inc. Experience December 2011 - Present
Job Advisor to Technology Companies
Industry Investment Banking
Experience
Canaccord Genuity Inc. December 2011 - Present
Gleacher & Company 2003 - 2011
Robertson Stephens July 2000 - July 2002
Skills
Private Placements, IPO, Investment Banking, Venture Capital, Private Equity, Valuation, Mergers, Growth Capital, Digital Media, Enterprise Software, Software, Positioning, Finance, Capital Raising, Corporate Development, Capital Markets, LBO, Hedge Funds, Financial Modeling, Corporate Finance, Mergers & Acquisitions
Education
Georgetown University 1996 — 2000
BS, Finance
Canaccord Genuity Inc. December 2011 - Present
Gleacher & Company 2003 - 2011
Robertson Stephens July 2000 - July 2002
Skills
Private Placements, IPO, Investment Banking, Venture Capital, Private Equity, Valuation, Mergers, Growth Capital, Digital Media, Enterprise Software, Software, Positioning, Finance, Capital Raising, Corporate Development, Capital Markets, LBO, Hedge Funds, Financial Modeling, Corporate Finance, Mergers & Acquisitions
Education
Georgetown University 1996 — 2000
BS, Finance
Alice Powell Alice Powell's Canaccord Genuity Inc. Experience December 1994 - December 1997
Job Experienced People Leader, Administrator and Recruiter
Industry Mechanical or Industrial Engineering
Experience
Xylem Inc. June 2008 - Present
Bell Mobility June 2003 - April 2008
Intrawest August 1999 - May 2003
Canaccord Genuity Inc. December 1994 - December 1997
Canaccord Genuity Inc. January 1994 - November 1994
Canaccord Genuity Inc. September 1991 - January 1994
D'Arcy & Calabrese September 1990 - August 1991
Skills
Management, Recruiting, Performance Management, People Management, Account Management, Project Management, Team Leadership, Sales, Customer Service, Team Management, Contract Negotiation, Project Planning, Customer Satisfaction, Coaching, Marketing, Interviews, Leadership, Employee Relations, Teamwork, Event Planning, Contract Management, Pricing, Vendor Management, Call Center, New Business Development, Call Centers, Time Management, Competitive Analysis, Marketing Strategy, Office Management, Employee Engagement, Talent Acquisition, Contact Center..., Team Building, Strategic Planning, Human Resources, Negotiation, CRM, Process Improvement
Education
The University of British Columbia 2011 — 2016
Sauder School of Business, Currently pursuing Executive Education Certificate in Professional Administrative Leadership
British Columbia Institute of Technology 2003 — 2003
Operation Management - Business Processes
Pacific Institute of Culinary Arts Inc. 1997 — 1998
Culinary, Top Student Honors
Semiahoo Senior Secondary 1988 — 1990
Graduated Grade 12
Xylem Inc. June 2008 - Present
Bell Mobility June 2003 - April 2008
Intrawest August 1999 - May 2003
Canaccord Genuity Inc. December 1994 - December 1997
Canaccord Genuity Inc. January 1994 - November 1994
Canaccord Genuity Inc. September 1991 - January 1994
D'Arcy & Calabrese September 1990 - August 1991
Skills
Management, Recruiting, Performance Management, People Management, Account Management, Project Management, Team Leadership, Sales, Customer Service, Team Management, Contract Negotiation, Project Planning, Customer Satisfaction, Coaching, Marketing, Interviews, Leadership, Employee Relations, Teamwork, Event Planning, Contract Management, Pricing, Vendor Management, Call Center, New Business Development, Call Centers, Time Management, Competitive Analysis, Marketing Strategy, Office Management, Employee Engagement, Talent Acquisition, Contact Center..., Team Building, Strategic Planning, Human Resources, Negotiation, CRM, Process Improvement
Education
The University of British Columbia 2011 — 2016
Sauder School of Business, Currently pursuing Executive Education Certificate in Professional Administrative Leadership
British Columbia Institute of Technology 2003 — 2003
Operation Management - Business Processes
Pacific Institute of Culinary Arts Inc. 1997 — 1998
Culinary, Top Student Honors
Semiahoo Senior Secondary 1988 — 1990
Graduated Grade 12
Josh Thomson's Canaccord Genuity Inc. Experience September 2011 - September 2012
Job Associate at McGladrey
Industry Information Technology and Services
Experience
McGladrey June 2013 - Present
Simmons College November 2012 - May 2013
Canaccord Genuity Inc. September 2011 - September 2012
Harvard University January 2010 - September 2011
Euro RSCG June 2007 - November 2007
Haley & Aldrich, Inc. June 2006 - June 2007
Partners HealthCare System November 2005 - June 2006
Akamai Technologies December 2001 - June 2002
Akamai Technologies October 2000 - December 2001
Akamai Technologies March 2000 - October 2000
Education
Bates College 1992 — 1996
B.A., Political Science
McGladrey June 2013 - Present
Simmons College November 2012 - May 2013
Canaccord Genuity Inc. September 2011 - September 2012
Harvard University January 2010 - September 2011
Euro RSCG June 2007 - November 2007
Haley & Aldrich, Inc. June 2006 - June 2007
Partners HealthCare System November 2005 - June 2006
Akamai Technologies December 2001 - June 2002
Akamai Technologies October 2000 - December 2001
Akamai Technologies March 2000 - October 2000
Education
Bates College 1992 — 1996
B.A., Political Science
Jonathan Morales's Canaccord Genuity Inc. Experience August 2014 - Present
Job Equity Research Associate at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc. August 2014 - Present
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Finance
Universidad de Palermo 2011 — 2011
N/A
Carnegie Mellon University 2002 — 2006
BS, Mechanical Engineering
Bronx High School of Science 1998 — 2002
Canaccord Genuity Inc. August 2014 - Present
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Finance
Universidad de Palermo 2011 — 2011
N/A
Carnegie Mellon University 2002 — 2006
BS, Mechanical Engineering
Bronx High School of Science 1998 — 2002
James Jang's Canaccord Genuity Inc. Experience May 2014 - Present
Job
Industry Investment Banking
Experience
Canaccord Genuity Inc. May 2014 - Present
Meriel Partners August 2012 - February 2014
DeltaPoint Capital Management June 2011 - June 2012
Unison Site Management October 2007 - December 2008
The NPD Group January 2005 - October 2007
LG Electronics January 2004 - December 2004
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2012
MBA, Finance & Corporate Accounting
State University of New York at Binghamton 1999 — 2003
BA, History
Canaccord Genuity Inc. May 2014 - Present
Meriel Partners August 2012 - February 2014
DeltaPoint Capital Management June 2011 - June 2012
Unison Site Management October 2007 - December 2008
The NPD Group January 2005 - October 2007
LG Electronics January 2004 - December 2004
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2012
MBA, Finance & Corporate Accounting
State University of New York at Binghamton 1999 — 2003
BA, History
Jeanne Hsu's Canaccord Genuity Inc. Experience August 2011 - March 2012
Job Medical Director at BGB New York
Industry Financial Services
Experience
BGB New York April 2014 - Present
Biolumina September 2013 - Present
Biolumina September 2012 - September 2013
Canaccord Genuity Inc. August 2011 - March 2012
Regan Campbell Ward- McCann September 2008 - July 2011
Skills
Oncology, Pharmaceutical Industry, Biotechnology, Lifesciences, Research, Healthcare, Market Research, Strategic Planning, Biochemistry, Advertising, Hardware Diagnostics, Immunology, Marketing Communications, Competitive Analysis, Data Analysis, Molecular Biology, Medical Education, Marketing Strategy, Clinical Trials, Strategy, Clinical Research, Diabetes, Medical Writing
Education
Harvard Medical School 2002 — 2008
Doctor of Philosophy (Ph.D.), Cell and Molecular Biology
Wellesley College 1998 — 2002
Bachelor of Arts (B.A.), Biological Sciences
BGB New York April 2014 - Present
Biolumina September 2013 - Present
Biolumina September 2012 - September 2013
Canaccord Genuity Inc. August 2011 - March 2012
Regan Campbell Ward- McCann September 2008 - July 2011
Skills
Oncology, Pharmaceutical Industry, Biotechnology, Lifesciences, Research, Healthcare, Market Research, Strategic Planning, Biochemistry, Advertising, Hardware Diagnostics, Immunology, Marketing Communications, Competitive Analysis, Data Analysis, Molecular Biology, Medical Education, Marketing Strategy, Clinical Trials, Strategy, Clinical Research, Diabetes, Medical Writing
Education
Harvard Medical School 2002 — 2008
Doctor of Philosophy (Ph.D.), Cell and Molecular Biology
Wellesley College 1998 — 2002
Bachelor of Arts (B.A.), Biological Sciences
Ipsit Mohanty's Canaccord Genuity Inc. Experience January 2013 - Present
Job Director at GMP Securities
Industry Financial Services
Experience
GMP Securities April 2014 - Present
Canaccord Genuity Inc. January 2013 - Present
Bank of America Merrill Lynch 2010 - Present
Rodman & Renshaw 2009 - 2010
Banc of America Securities 2007 - 2008
Booz Allen Hamilton May 2006 - July 2006
Baker Hughes 2002 - 2005
Schlumberger 2000 - 2002
Skills
Valuation, Strategy, Mergers & Acquisitions, Investment Banking, Energy, Equities, Equity Research, Analysis
Education
Columbia University - Columbia Business School
MBA, Finance
Indian Institute of Technology, Bombay
B.Tech, Metallurgy Engg. & Material Sciences
Stewart School
GMP Securities April 2014 - Present
Canaccord Genuity Inc. January 2013 - Present
Bank of America Merrill Lynch 2010 - Present
Rodman & Renshaw 2009 - 2010
Banc of America Securities 2007 - 2008
Booz Allen Hamilton May 2006 - July 2006
Baker Hughes 2002 - 2005
Schlumberger 2000 - 2002
Skills
Valuation, Strategy, Mergers & Acquisitions, Investment Banking, Energy, Equities, Equity Research, Analysis
Education
Columbia University - Columbia Business School
MBA, Finance
Indian Institute of Technology, Bombay
B.Tech, Metallurgy Engg. & Material Sciences
Stewart School
Marc Stuzynski, CFA's Canaccord Genuity Inc. Experience July 2003 - March 2012
Job Director at Mischler Financial Group
Industry Financial Services
Experience
Mischler Financial Group March 2014 - Present
Merrill Lynch June 2012 - March 2014
Canaccord Genuity Inc. July 2003 - March 2012
Skills
Financial Analysis, Investments, New Business Development, Microsoft Excel, Sales Management, Strategic Planning, Portfolio Management, Sales, Wealth Management, Risk Management, Asset Managment, Business Development, Series 7, Public Speaking, PowerPoint, Negotiation, Valuation, Financial Modeling, Account Management, Team Leadership, Finance, Trading, Asset Management, Securities, Equities, Management, Capital Markets, Hedge Funds, Bloomberg, Fixed Income, Alternative Investments, Equity Trading, Series 63, Mutual Funds
Education
Fordham Gabelli School of Business 1995 — 1998
MBA, Finance
Saint Anselm College 1988 — 1992
BS, Liberal Studies
Avon Old Farms School 1986 — 1988
Mischler Financial Group March 2014 - Present
Merrill Lynch June 2012 - March 2014
Canaccord Genuity Inc. July 2003 - March 2012
Skills
Financial Analysis, Investments, New Business Development, Microsoft Excel, Sales Management, Strategic Planning, Portfolio Management, Sales, Wealth Management, Risk Management, Asset Managment, Business Development, Series 7, Public Speaking, PowerPoint, Negotiation, Valuation, Financial Modeling, Account Management, Team Leadership, Finance, Trading, Asset Management, Securities, Equities, Management, Capital Markets, Hedge Funds, Bloomberg, Fixed Income, Alternative Investments, Equity Trading, Series 63, Mutual Funds
Education
Fordham Gabelli School of Business 1995 — 1998
MBA, Finance
Saint Anselm College 1988 — 1992
BS, Liberal Studies
Avon Old Farms School 1986 — 1988
Noah Parquette, CFA's Canaccord Genuity Inc. Experience April 2014 - January 2015
Job Vice President Equity Research at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2015 - Present
Canaccord Genuity Inc. April 2014 - January 2015
Maxim Group October 2013 - April 2014
Global Hunter Securities April 2012 - April 2013
Cantor Fitzgerald June 2007 - March 2012
Bear Stearns June 2001 - March 2006
Skills
Capital Markets, Equity Research, Valuation, Financial Modeling, Equities, Investment Banking, Economics, Finance, Hedge Funds, Private Equity, Due Diligence, Fixed Income, Investments, Derivatives
Education
Colgate University 1999 — 2001
BA, Classical Studies
University of Chicago 1997 — 1999
BHS 1993 — 1997
New York University
J.P. Morgan April 2015 - Present
Canaccord Genuity Inc. April 2014 - January 2015
Maxim Group October 2013 - April 2014
Global Hunter Securities April 2012 - April 2013
Cantor Fitzgerald June 2007 - March 2012
Bear Stearns June 2001 - March 2006
Skills
Capital Markets, Equity Research, Valuation, Financial Modeling, Equities, Investment Banking, Economics, Finance, Hedge Funds, Private Equity, Due Diligence, Fixed Income, Investments, Derivatives
Education
Colgate University 1999 — 2001
BA, Classical Studies
University of Chicago 1997 — 1999
BHS 1993 — 1997
New York University
Frank Poerio, CFA's Canaccord Genuity Inc. Experience April 2010 - January 2013
Job Equity Derivative Strategist
Industry Financial Services
Experience
Stifel Financial Corp. August 2014 - Present
Northland Securities November 2013 - August 2014
Leerink Swann March 2013 - July 2013
Canaccord Genuity Inc. April 2010 - January 2013
Asset Alliance October 2002 - January 2009
Citi September 2000 - September 2002
Skills
Equities, Hedge Funds, Valuation, Portfolio Management, Equity Research, Derivatives, Investments, Trading, Asset Allocation, Due Diligence, Emerging Markets, Investment Strategies, Finance, Fund Of Funds, Quantitative Analytics
Education
Fairfield University 1996 — 2000
Bachelor of Science: Finance; Minor: Economics
Stifel Financial Corp. August 2014 - Present
Northland Securities November 2013 - August 2014
Leerink Swann March 2013 - July 2013
Canaccord Genuity Inc. April 2010 - January 2013
Asset Alliance October 2002 - January 2009
Citi September 2000 - September 2002
Skills
Equities, Hedge Funds, Valuation, Portfolio Management, Equity Research, Derivatives, Investments, Trading, Asset Allocation, Due Diligence, Emerging Markets, Investment Strategies, Finance, Fund Of Funds, Quantitative Analytics
Education
Fairfield University 1996 — 2000
Bachelor of Science: Finance; Minor: Economics
Gillian Bouchie's Canaccord Genuity Inc. Experience February 2015 - Present
Job Principal at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc. February 2015 - Present
RW Pressprich March 2008 - January 2015
Libertas Partners February 2007 - March 2008
Raymond James May 2004 - January 2007
Fleet Bank 2004 - 2005
Lehman Brothers February 1994 - June 2002
Goldman Sachs November 1992 - January 1995
Skills
Hedge Funds, Fixed Income, Bloomberg, Capital Markets, Bonds, Equities, Investments, Alternative Investments, Asset Management, Valuation
Education
Bryant College (University) 1988 — 1992
Bachelors, Marketing
Richmond College 1991 — 1991
Study Abroad/Marketing Internship
Boston University Questrom School of Business
MBA, Finance
Canaccord Genuity Inc. February 2015 - Present
RW Pressprich March 2008 - January 2015
Libertas Partners February 2007 - March 2008
Raymond James May 2004 - January 2007
Fleet Bank 2004 - 2005
Lehman Brothers February 1994 - June 2002
Goldman Sachs November 1992 - January 1995
Skills
Hedge Funds, Fixed Income, Bloomberg, Capital Markets, Bonds, Equities, Investments, Alternative Investments, Asset Management, Valuation
Education
Bryant College (University) 1988 — 1992
Bachelors, Marketing
Richmond College 1991 — 1991
Study Abroad/Marketing Internship
Boston University Questrom School of Business
MBA, Finance
Ted Goff's Canaccord Genuity Inc. Experience 2003 - Present
Job Institutional Sales, Canaccord Genuity
Industry Investment Banking
Experience
Canaccord Genuity Inc. 2003 - Present
Skills
Equities, Capital Markets, Equity Research, Bloomberg, Investment Banking, Valuation, Financial Modeling, Series 7, Equity Trading, Investments, Hedge Funds, Series 63, Fixed Income, Trading, Corporate Finance
Education
Boston College 1999 — 2003
Canaccord Genuity Inc. 2003 - Present
Skills
Equities, Capital Markets, Equity Research, Bloomberg, Investment Banking, Valuation, Financial Modeling, Series 7, Equity Trading, Investments, Hedge Funds, Series 63, Fixed Income, Trading, Corporate Finance
Education
Boston College 1999 — 2003
James Gillan's Canaccord Genuity Inc. Experience June 2011 - September 2014
Job Vice President at CLSA
Industry Financial Services
Eric Chu, CFA's Canaccord Genuity Inc. Experience August 2009 - March 2014
Job Vice President, Capital Markets & Business Development at 21Vianet Group, Inc.
Industry Investment Management
Experience
21Vianet Group, Inc. March 2014 - Present
Canaccord Genuity Inc. August 2009 - March 2014
Principled Capital Management June 2008 - December 2009
Bear Stearns June 2007 - August 2007
W.R. Huff Asset Management March 2007 - June 2007
McCormick Taylor Inc. June 2000 - July 2006
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Finance, Accounting & Business Law
Case Western Reserve University 1998 — 2000
M.S., Computational Mechanics In Civil Engineering
Tsinghua University 1992 — 1997
B.S.
21Vianet Group, Inc. March 2014 - Present
Canaccord Genuity Inc. August 2009 - March 2014
Principled Capital Management June 2008 - December 2009
Bear Stearns June 2007 - August 2007
W.R. Huff Asset Management March 2007 - June 2007
McCormick Taylor Inc. June 2000 - July 2006
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Finance, Accounting & Business Law
Case Western Reserve University 1998 — 2000
M.S., Computational Mechanics In Civil Engineering
Tsinghua University 1992 — 1997
B.S.
William Duff's Canaccord Genuity Inc. Experience October 2013 - Present
Job Equity Trader at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc. October 2013 - Present
Cowen and Company 2009 - 2013
Bank of America 2001 - 2009
RBC Capital Markets 2000 - 2001
ICAP 1998 - 1999
CME Group 1995 - 1998
Noonan, Astley & Pearce 1994 - 1995
Skills
Series 7, Series 63, Equity Trading, Bloomberg, Trading Systems, Trading, Equities, Fidessa, Hedging, Electronic Trading, Fixed Income, FX Options, Hedge Funds, Mutual Funds, Commodity, Microsoft Excel, Financial Markets, Options, Trading Strategies, Series 24, Investments, FINRA, Finance, Financial Services, Equity Research, Capital Markets, Securities, Excel, FX, Commodities, ETFs, Equity Derivatives
Education
Fordham University 2003 — 2007
MBA, Finance
New York University 2000 — 2003
Certificate, Portfolio Management
Seton Hall University 1990 — 1994
BS, Management
Seton Hall Prep 1986 — 1990
Canaccord Genuity Inc. October 2013 - Present
Cowen and Company 2009 - 2013
Bank of America 2001 - 2009
RBC Capital Markets 2000 - 2001
ICAP 1998 - 1999
CME Group 1995 - 1998
Noonan, Astley & Pearce 1994 - 1995
Skills
Series 7, Series 63, Equity Trading, Bloomberg, Trading Systems, Trading, Equities, Fidessa, Hedging, Electronic Trading, Fixed Income, FX Options, Hedge Funds, Mutual Funds, Commodity, Microsoft Excel, Financial Markets, Options, Trading Strategies, Series 24, Investments, FINRA, Finance, Financial Services, Equity Research, Capital Markets, Securities, Excel, FX, Commodities, ETFs, Equity Derivatives
Education
Fordham University 2003 — 2007
MBA, Finance
New York University 2000 — 2003
Certificate, Portfolio Management
Seton Hall University 1990 — 1994
BS, Management
Seton Hall Prep 1986 — 1990
Michael Flanagan, CFA's Canaccord Genuity Inc. Experience 2009 - 2011
Job Analyst at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price 2014 - Present
T. Rowe Price 2011 - 2014
Canaccord Genuity Inc. 2009 - 2011
TM Capital 2008 - 2008
Skills
Investment Banking, Financial Modeling, Financial Analysis, Equity Research, Equities, Bloomberg, Valuation, Equity Valuation, Asset Management, Mergers
Education
Amherst College 2005 — 2009
BA
Xaverian Brothers High School 2001 — 2005
T. Rowe Price 2014 - Present
T. Rowe Price 2011 - 2014
Canaccord Genuity Inc. 2009 - 2011
TM Capital 2008 - 2008
Skills
Investment Banking, Financial Modeling, Financial Analysis, Equity Research, Equities, Bloomberg, Valuation, Equity Valuation, Asset Management, Mergers
Education
Amherst College 2005 — 2009
BA
Xaverian Brothers High School 2001 — 2005
Jeff Parkinson's Canaccord Genuity Inc. Experience March 2015 - Present
Job Global Equity Sales Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc. March 2015 - Present
SunTrust Robinson Humphrey May 2003 - October 2014
UBS / PaineWebber (pre-merger) August 1994 - August 2002
NationsBank 1992 - August 1994
Morgan Keegan & Co. December 1986 - December 1987
Merrill Lynch August 1984 - October 1986
Skills
Capital Markets, Equities, Hedge Funds, Bloomberg, Alternative Investments, Equity Research, Series 7, Trading, Investments, Securities, Asset Management, Finance, Financial Modeling, Valuation
Education
Georgetown University 1989 — 1991
Master of Business Administration (MBA)
Tulane University 1980 — 1984
Bachelor of Science in Management (BSM), Finance
Canaccord Genuity Inc. March 2015 - Present
SunTrust Robinson Humphrey May 2003 - October 2014
UBS / PaineWebber (pre-merger) August 1994 - August 2002
NationsBank 1992 - August 1994
Morgan Keegan & Co. December 1986 - December 1987
Merrill Lynch August 1984 - October 1986
Skills
Capital Markets, Equities, Hedge Funds, Bloomberg, Alternative Investments, Equity Research, Series 7, Trading, Investments, Securities, Asset Management, Finance, Financial Modeling, Valuation
Education
Georgetown University 1989 — 1991
Master of Business Administration (MBA)
Tulane University 1980 — 1984
Bachelor of Science in Management (BSM), Finance
Andrew Tom's Canaccord Genuity Inc. Experience 2009 - 2009
Job
Industry Pharmaceuticals
Experience
Merck 2014 - Present
Merck 2010 - 2013
Canaccord Genuity Inc. 2009 - 2009
Columbia Technology Ventures 2008 - 2009
Credit Suisse 2007 - 2008
New York Presbyterian Hospital / Columbia University Medical Center 2006 - 2007
McKinsey & Company 2000 - 2004
Skills
Valuation, Biotechnology, Portfolio Management, Financial Modeling, Due Diligence, Pharmaceutical Industry, Investments, Financial Analysis, Data Analysis, Finance, Strategy, Corporate Finance, Mergers & Acquisitions, Market Analysis, Competitive Analysis
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
Columbia University in the City of New York
Post-bacc Pre-Med
New York University - Leonard N. Stern School of Business
BS
Bronx High School of Science
Merck 2014 - Present
Merck 2010 - 2013
Canaccord Genuity Inc. 2009 - 2009
Columbia Technology Ventures 2008 - 2009
Credit Suisse 2007 - 2008
New York Presbyterian Hospital / Columbia University Medical Center 2006 - 2007
McKinsey & Company 2000 - 2004
Skills
Valuation, Biotechnology, Portfolio Management, Financial Modeling, Due Diligence, Pharmaceutical Industry, Investments, Financial Analysis, Data Analysis, Finance, Strategy, Corporate Finance, Mergers & Acquisitions, Market Analysis, Competitive Analysis
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
Columbia University in the City of New York
Post-bacc Pre-Med
New York University - Leonard N. Stern School of Business
BS
Bronx High School of Science
Jeffrey Lipton's Canaccord Genuity Inc. Experience 2011 - April 2012
Job Managing Director MUFG, Bank of TokyoMitsubishi UFJ
Industry Investment Banking
Experience
Bank of Tokyo-Mitsubishi UFJ June 2014 - Present
Canaccord Genuity Inc. 2011 - April 2012
Jefferies & Company September 2003 - May 2011
Morgan Stanley 2000 - 2003
Skills
Private Equity, Energy, Alternative Energy, Clean Technology, Investment Banking, Corporate Development, Renewable Energy, Cleantech, Venture Capital, Start-ups, Private Placements, Investor Relations, Valuation, Emerging Markets, LBO, Mergers & Acquisitions, Due Diligence, M&A experience, Corporate Finance
Education
Columbia Business School 1994 — 1995
MBA, Finance
Columbia Law School 1991 — 1995
JD
University of Pennsylvania 1984 — 1988
B.S and B.A., Economics and Environmental Studies
Bank of Tokyo-Mitsubishi UFJ June 2014 - Present
Canaccord Genuity Inc. 2011 - April 2012
Jefferies & Company September 2003 - May 2011
Morgan Stanley 2000 - 2003
Skills
Private Equity, Energy, Alternative Energy, Clean Technology, Investment Banking, Corporate Development, Renewable Energy, Cleantech, Venture Capital, Start-ups, Private Placements, Investor Relations, Valuation, Emerging Markets, LBO, Mergers & Acquisitions, Due Diligence, M&A experience, Corporate Finance
Education
Columbia Business School 1994 — 1995
MBA, Finance
Columbia Law School 1991 — 1995
JD
University of Pennsylvania 1984 — 1988
B.S and B.A., Economics and Environmental Studies
Roger H. Weiss's Canaccord Genuity Inc. Experience May 2015 - Present
Job Managing Director Equity Sales at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc. May 2015 - Present
MLV & Co. October 2011 - May 2015
Miller Tabak Roberts Securities, LLC July 2010 - October 2011
Madison Williams and Company (SMH Capital) 2008 - 2010
A.G. Edwards & Sons, Inc. October 1994 - December 2007
First Manhattan Co. 1992 - 1994
PNC Bank 1988 - 1992
Manufacturers Hanover Trust 1984 - 1988
Helena Rubenstein 1980 - 1982
Skills
Series 7, Series 63, Series 24
Education
Columbia University - Columbia Business School 1982 — 1984
MBA
Vanderbilt University 1976 — 1980
BA
Canaccord Genuity Inc. May 2015 - Present
MLV & Co. October 2011 - May 2015
Miller Tabak Roberts Securities, LLC July 2010 - October 2011
Madison Williams and Company (SMH Capital) 2008 - 2010
A.G. Edwards & Sons, Inc. October 1994 - December 2007
First Manhattan Co. 1992 - 1994
PNC Bank 1988 - 1992
Manufacturers Hanover Trust 1984 - 1988
Helena Rubenstein 1980 - 1982
Skills
Series 7, Series 63, Series 24
Education
Columbia University - Columbia Business School 1982 — 1984
MBA
Vanderbilt University 1976 — 1980
BA
Daniel Ferencz's Canaccord Genuity Inc. Experience June 2009 - March 2010
Job Fixed Income Sales Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity LLC March 2010 - Present
Canaccord Genuity Inc. June 2009 - March 2010
Bear Stearns 1998 - 2005
Skills
Fixed Income, Series 7, Series 63, Equity Trading, Bloomberg, Capital Markets, Electronic Trading, Equities, Financial Markets, Hedge Funds, Investments, Securities, Trading, Trading Systems
Education
Baruch College, City University of New York (CUNY)
BS, Finance/Economics
Canaccord Genuity LLC March 2010 - Present
Canaccord Genuity Inc. June 2009 - March 2010
Bear Stearns 1998 - 2005
Skills
Fixed Income, Series 7, Series 63, Equity Trading, Bloomberg, Capital Markets, Electronic Trading, Equities, Financial Markets, Hedge Funds, Investments, Securities, Trading, Trading Systems
Education
Baruch College, City University of New York (CUNY)
BS, Finance/Economics
Sachin Mahajan's Canaccord Genuity Inc. Experience April 2010 - Present
Job Managing Director, Mergers & Acquisitions
Industry Investment Banking
Experience
Canaccord Genuity Inc. April 2010 - Present
Genuity Capital Markets January 2005 - March 2010
BMO Nesbitt Burns July 2001 - December 2004
Credit Agricole Indosuez April 2000 - August 2004
Skills
Mergers, Restructuring, Recapitalizations, Capital Markets, Investment Banking, Corporate Finance, Financial Modeling, Valuation, Equities, Due Diligence, Financial Analysis
Education
The University of Western Ontario - Richard Ivey School of Business 1999 — 2001
MBA, Finance, General
Delhi University 1993 — 1996
B.Com (Hons), Business
Modern School 1980 — 1993
Commerce
Canaccord Genuity Inc. April 2010 - Present
Genuity Capital Markets January 2005 - March 2010
BMO Nesbitt Burns July 2001 - December 2004
Credit Agricole Indosuez April 2000 - August 2004
Skills
Mergers, Restructuring, Recapitalizations, Capital Markets, Investment Banking, Corporate Finance, Financial Modeling, Valuation, Equities, Due Diligence, Financial Analysis
Education
The University of Western Ontario - Richard Ivey School of Business 1999 — 2001
MBA, Finance, General
Delhi University 1993 — 1996
B.Com (Hons), Business
Modern School 1980 — 1993
Commerce
Louise Chen's Canaccord Genuity Inc. Experience 2008 - March 2012
Job Managing Director at Guggenheim
Industry Pharmaceuticals
Experience
Guggenheim July 2012 - Present
Auriga Securities March 2012 - July 2012
Canaccord Genuity Inc. 2008 - March 2012
Morgan Stanley 2004 - 2008
Dr. Reddy's Laboratories 2003 - 2004
TD Capital 1999 - 2003
Donaldson, Lufkin & Jenrette 1998 - 1999
Skills
Series 7, Series 63
Education
Harvard Business School 2001 — 2003
MBA, Finance, General
Brown University 1994 — 1998
Bachelor's degree, Political Science
Guggenheim July 2012 - Present
Auriga Securities March 2012 - July 2012
Canaccord Genuity Inc. 2008 - March 2012
Morgan Stanley 2004 - 2008
Dr. Reddy's Laboratories 2003 - 2004
TD Capital 1999 - 2003
Donaldson, Lufkin & Jenrette 1998 - 1999
Skills
Series 7, Series 63
Education
Harvard Business School 2001 — 2003
MBA, Finance, General
Brown University 1994 — 1998
Bachelor's degree, Political Science
William (Bill) Swenson's Canaccord Genuity Inc. Experience March 2014 - Present
Job Managing Director at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc. March 2014 - Present
North Sea Partners, LLC February 2012 - March 2014
Guggenheim Securities 2010 - January 2012
self employed September 2007 - 2009
CIT January 2004 - August 2007
CIBC World Markets 1995 - August 2003
Citibank 1983 - 1992
Inland Steel September 1979 - June 1982
Skills
Middle market credit, Loan markets, Debt capital markets..., Corporate loan sales..., credit risk management, Business management, Start ups, Strategic Planning, Mezzanine Finance, Debt Origination, Financial Institutions, Sponsor Coverage, Capital Raising, Team Building, Capital Markets, Loans, Equities, Leveraged Finance, Portfolio Management, Management, Securities, Bonds, Mezzanine, Start-ups, Risk Management, Fixed Income, Credit, Investments, Trading, Credit Risk, Investment Banking, Hedge Funds, High Yield, Asset Management, Financial Modeling, Financial Structuring, Bloomberg, Credit Analysis, Corporate Finance, Syndications, Structured Finance, Mergers & Acquisitions, Valuation, Emerging Markets, Alternative Investments, Private Equity, Private Placements, Swaps, Structured Products, Financial Services
Education
Northwestern University - Kellogg School of Management 1981 — 1983
MBA, Finance, Marketing and Management majors
Dartmouth College 1975 — 1979
BA, History
New Trier East HS
Canaccord Genuity Inc. March 2014 - Present
North Sea Partners, LLC February 2012 - March 2014
Guggenheim Securities 2010 - January 2012
self employed September 2007 - 2009
CIT January 2004 - August 2007
CIBC World Markets 1995 - August 2003
Citibank 1983 - 1992
Inland Steel September 1979 - June 1982
Skills
Middle market credit, Loan markets, Debt capital markets..., Corporate loan sales..., credit risk management, Business management, Start ups, Strategic Planning, Mezzanine Finance, Debt Origination, Financial Institutions, Sponsor Coverage, Capital Raising, Team Building, Capital Markets, Loans, Equities, Leveraged Finance, Portfolio Management, Management, Securities, Bonds, Mezzanine, Start-ups, Risk Management, Fixed Income, Credit, Investments, Trading, Credit Risk, Investment Banking, Hedge Funds, High Yield, Asset Management, Financial Modeling, Financial Structuring, Bloomberg, Credit Analysis, Corporate Finance, Syndications, Structured Finance, Mergers & Acquisitions, Valuation, Emerging Markets, Alternative Investments, Private Equity, Private Placements, Swaps, Structured Products, Financial Services
Education
Northwestern University - Kellogg School of Management 1981 — 1983
MBA, Finance, Marketing and Management majors
Dartmouth College 1975 — 1979
BA, History
New Trier East HS
Ben Cass's Canaccord Genuity Inc. Experience 2012 - Present
Job Global Equities Trader at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc. 2012 - Present
Collins Stewart LLC 2010 - 2012
Natexis Bleichroeder March 2008 - March 2010
Goldman Sachs 2007 - 2008
Education
Fairleigh Dickinson University 2006 — 2007
MBA, International Management w/ Investment Focus
Fairleigh Dickinson University 2003 — 2007
Bachelor's Degree, International Business Management
Canaccord Genuity Inc. 2012 - Present
Collins Stewart LLC 2010 - 2012
Natexis Bleichroeder March 2008 - March 2010
Goldman Sachs 2007 - 2008
Education
Fairleigh Dickinson University 2006 — 2007
MBA, International Management w/ Investment Focus
Fairleigh Dickinson University 2003 — 2007
Bachelor's Degree, International Business Management
Nicolas Katsiyianis's Canaccord Genuity Inc. Experience June 2010 - Present
Job Canadian Equity Sales Head U.S.A. MD
Industry Capital Markets
Experience
Canaccord Genuity Inc. June 2010 - Present
KTS Realty LLC/SKS LLP 2009 - Present
Genuity Capital Markets January 2005 - June 2010
CIBC World Markets May 2001 - January 2005
Canaccord Capital January 2000 - April 2001
Skills
Capital Markets, Equities, Valuation, Financial Modeling, Investment Banking, Equity Research, Investments, Bloomberg, Corporate Finance, Hedge Funds, Private Equity, Financial Analysis, Portfolio Management, Asset Management, Fixed Income, Equity Valuation, Alternative Investments, Due Diligence, Venture Capital, Derivatives, Emerging Markets, Investor Relations, Financial Markets, Corporate Governance, Finance, Mutual Funds, Management, Securities, Trading, Mergers
Education
Concordia University 1995 — 1999
BCOM, Finance
Canaccord Genuity Inc. June 2010 - Present
KTS Realty LLC/SKS LLP 2009 - Present
Genuity Capital Markets January 2005 - June 2010
CIBC World Markets May 2001 - January 2005
Canaccord Capital January 2000 - April 2001
Skills
Capital Markets, Equities, Valuation, Financial Modeling, Investment Banking, Equity Research, Investments, Bloomberg, Corporate Finance, Hedge Funds, Private Equity, Financial Analysis, Portfolio Management, Asset Management, Fixed Income, Equity Valuation, Alternative Investments, Due Diligence, Venture Capital, Derivatives, Emerging Markets, Investor Relations, Financial Markets, Corporate Governance, Finance, Mutual Funds, Management, Securities, Trading, Mergers
Education
Concordia University 1995 — 1999
BCOM, Finance
Christopher Hannon's Canaccord Genuity Inc. Experience October 2013 - April 2015
Job High Yield Sales, BBVA Securities, Inc.
Industry Capital Markets
Experience
Canaccord Genuity Inc. October 2013 - April 2015
BBVA Securities 2015 - 2015
Stife Nicolaus & Co. September 2009 - July 2013
FTN Financial January 2005 - September 2009
Spear Leeds & Kellogg May 1998 - January 2005
Skills
Hedge Funds, Series 63, Equities, Investments, Fixed Income, Bloomberg, Bonds, Capital Markets, Securities, Trading, Electronic Trading, Alternative Investments, Derivatives, Series 24, Equity Research, Equity Derivatives, Trading Systems, Proprietary Trading
Education
Fordham University 1988 — 1992
B.A.
Canaccord Genuity Inc. October 2013 - April 2015
BBVA Securities 2015 - 2015
Stife Nicolaus & Co. September 2009 - July 2013
FTN Financial January 2005 - September 2009
Spear Leeds & Kellogg May 1998 - January 2005
Skills
Hedge Funds, Series 63, Equities, Investments, Fixed Income, Bloomberg, Bonds, Capital Markets, Securities, Trading, Electronic Trading, Alternative Investments, Derivatives, Series 24, Equity Research, Equity Derivatives, Trading Systems, Proprietary Trading
Education
Fordham University 1988 — 1992
B.A.
Michaela Brady-Lederer's Canaccord Genuity Inc. Experience May 2007 - September 2008
Job
Industry Medical Practice
Experience
Montefiore Medical Center 2013 - Present
Cowen and Company January 2010 - May 2011
Canaccord Genuity Inc. May 2007 - September 2008
Canaccord Genuity Inc. January 2007 - May 2007
Boston Healthcare for the Homeless Program September 2006 - December 2006
Education
Columbia University School of Nursing 2012 — 2016
Bachelor & Master of Science in Nursing (BSN/MSN), Pediatric Nurse Practitioner
Tufts University 2008 — 2009
Pre-Medical Post Baccalaureate
Tufts University 2003 — 2007
Bachelor of Arts (BA), Community Health & Political Science
Boston University 2008 — 2008
Emergency Medical Technician (EMT)
Montefiore Medical Center 2013 - Present
Cowen and Company January 2010 - May 2011
Canaccord Genuity Inc. May 2007 - September 2008
Canaccord Genuity Inc. January 2007 - May 2007
Boston Healthcare for the Homeless Program September 2006 - December 2006
Education
Columbia University School of Nursing 2012 — 2016
Bachelor & Master of Science in Nursing (BSN/MSN), Pediatric Nurse Practitioner
Tufts University 2008 — 2009
Pre-Medical Post Baccalaureate
Tufts University 2003 — 2007
Bachelor of Arts (BA), Community Health & Political Science
Boston University 2008 — 2008
Emergency Medical Technician (EMT)
Simon du Tremblay's Canaccord Genuity Inc. Experience May 2014 - Present
Job Associate Investment Banking at Canaccord Genuity Inc.
Industry Banking
Experience
Canaccord Genuity Inc. May 2014 - Present
Canaccord Genuity Inc. February 2011 - May 2014
HEC Montréal Pension Fund July 2009 - January 2011
Standard Life May 2010 - December 2010
Fonds Standard Life – HEC Montréal September 2008 - June 2010
RSM Richter May 2008 - August 2008
Skills
Valuation, Financial Analysis, Investment Banking, Mergers & Acquisitions, Finance, Financial Modeling, Corporate Finance, Bloomberg, Capital Markets, Analysis
Education
Université de Montréal - HEC Montréal 2009 — 2011
M.Sc., Finance
Université de Montréal - HEC Montréal 2006 — 2009
B.A.A., Finance
2007 — 2007
CFA Institute
Successfully completed all three levels of the CFA Program, charter pending required experience.
Canaccord Genuity Inc. May 2014 - Present
Canaccord Genuity Inc. February 2011 - May 2014
HEC Montréal Pension Fund July 2009 - January 2011
Standard Life May 2010 - December 2010
Fonds Standard Life – HEC Montréal September 2008 - June 2010
RSM Richter May 2008 - August 2008
Skills
Valuation, Financial Analysis, Investment Banking, Mergers & Acquisitions, Finance, Financial Modeling, Corporate Finance, Bloomberg, Capital Markets, Analysis
Education
Université de Montréal - HEC Montréal 2009 — 2011
M.Sc., Finance
Université de Montréal - HEC Montréal 2006 — 2009
B.A.A., Finance
2007 — 2007
CFA Institute
Successfully completed all three levels of the CFA Program, charter pending required experience.
William Alden-Dunn's Canaccord Genuity Inc. Experience June 2012 - April 2014
Job Associate at North Bridge Growth Equity
Industry Venture Capital & Private Equity
Experience
North Bridge Growth Equity April 2014 - Present
Canaccord Genuity Inc. June 2012 - April 2014
Canaccord Genuity Inc. July 2010 - June 2012
Skills
Valuation, Financial Modeling
Education
Bowdoin College 2006 — 2010
Bachelor's Degree, Economics
Dartmouth Tuck Business Bridge Program 2009 — 2009
UCL 2009 — 2009
Economics
North Bridge Growth Equity April 2014 - Present
Canaccord Genuity Inc. June 2012 - April 2014
Canaccord Genuity Inc. July 2010 - June 2012
Skills
Valuation, Financial Modeling
Education
Bowdoin College 2006 — 2010
Bachelor's Degree, Economics
Dartmouth Tuck Business Bridge Program 2009 — 2009
UCL 2009 — 2009
Economics
Sadia Kuraishi's Canaccord Genuity Inc. Experience December 2009 - Present
Job Systematic Plans (Mutual Funds)
Industry Real Estate
Experience
Canaccord Genuity Inc. December 2009 - Present
Canaccord Genuity Inc. April 2012 - June 2012
Steve Nash Sports Club June 2010 - September 2010
Remax Real Estate Services March 2009 - December 2009
Rennie Marketing Systems June 2007 - November 2008
adidas group November 2005 - May 2007
Education
Sauders School of Business 2009 — 2010
Real Estate
Vancouver Community College 2003 — 2004
Fashion Arts/Fashion Business and Technology
BCIT 2003 — 2003
Marketing Communication and Management
Kwantlen University College 1999 — 2003
Fashion Marketing
Canaccord Genuity Inc. December 2009 - Present
Canaccord Genuity Inc. April 2012 - June 2012
Steve Nash Sports Club June 2010 - September 2010
Remax Real Estate Services March 2009 - December 2009
Rennie Marketing Systems June 2007 - November 2008
adidas group November 2005 - May 2007
Education
Sauders School of Business 2009 — 2010
Real Estate
Vancouver Community College 2003 — 2004
Fashion Arts/Fashion Business and Technology
BCIT 2003 — 2003
Marketing Communication and Management
Kwantlen University College 1999 — 2003
Fashion Marketing
Nicolas Sciangula's Canaccord Genuity Inc. Experience November 2011 - February 2015
Job Institutional Equity Trader at TD Securities Inc.
Industry Capital Markets
Experience
Canaccord Genuity Inc. November 2011 - February 2015
Bank of Montreal October 2010 - November 2011
BMO Financial Group 2010 - 2011
BMO Financial Group 2010 - 2011
Skills
Equities, Trading, Bloomberg, Valuation, Banking, Bloomberg Terminal, Capital Markets, Equity Research, Financial Analysis, Equity Trading, Financial Modeling, Mutual Funds, Investments, Portfolio Management, Wealth Management, Securities
Education
CFA Institute 2013 — 2016
Level I Candidate, Finance
Concordia University 2007 — 2011
BCOMM, Finance
Canaccord Genuity Inc. November 2011 - February 2015
Bank of Montreal October 2010 - November 2011
BMO Financial Group 2010 - 2011
BMO Financial Group 2010 - 2011
Skills
Equities, Trading, Bloomberg, Valuation, Banking, Bloomberg Terminal, Capital Markets, Equity Research, Financial Analysis, Equity Trading, Financial Modeling, Mutual Funds, Investments, Portfolio Management, Wealth Management, Securities
Education
CFA Institute 2013 — 2016
Level I Candidate, Finance
Concordia University 2007 — 2011
BCOMM, Finance
Andrew Buscaglia's Canaccord Genuity Inc. Experience January 2008 - November 2010
Job Equity Research Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse December 2010 - Present
Canaccord Genuity Inc. January 2008 - November 2010
ThinkEquity LLC March 2007 - December 2007
Skills
Equities, Financial Modeling, Equity Research, Financial Analysis, Valuation
Education
Hamilton College 2002 — 2006
B.A.
Canisius High School 1998 — 2002
Credit Suisse December 2010 - Present
Canaccord Genuity Inc. January 2008 - November 2010
ThinkEquity LLC March 2007 - December 2007
Skills
Equities, Financial Modeling, Equity Research, Financial Analysis, Valuation
Education
Hamilton College 2002 — 2006
B.A.
Canisius High School 1998 — 2002
Nilesh Gonsalves's Canaccord Genuity Inc. Experience August 2008 - August 2009
Job MBA Candidate at Harvard Business School
Industry Investment Management
Experience
Birch Hill Equity Partners April 2012 - May 2014
Goldman Sachs August 2011 - March 2012
Goldman Sachs August 2009 - July 2011
Canaccord Genuity Inc. August 2008 - August 2009
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Queen's University 2004 — 2008
Bachelor of Commerce (B.Com.), First Class Honours
Birch Hill Equity Partners April 2012 - May 2014
Goldman Sachs August 2011 - March 2012
Goldman Sachs August 2009 - July 2011
Canaccord Genuity Inc. August 2008 - August 2009
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Queen's University 2004 — 2008
Bachelor of Commerce (B.Com.), First Class Honours
David Thibodeau's Canaccord Genuity Inc. Experience 2000 - 2010
Job Managing Director Wellvest Capital
Industry Health, Wellness and Fitness
Experience
Wellvest Capital May 2012 - Present
Partnership Capital Growth Investors September 2010 - April 2012
Canaccord Genuity Inc. 2000 - 2010
Adams Harkness 2000 - 2010
Skills
Corporate Finance, Valuation, Investments, Financial Modeling, Investment Banking, Due Diligence, Corporate Development, Capital Markets, Alternative Investments, Strategic Planning, Entrepreneurship, Private Equity, Food & Beverage, Healthy Eating, Healthy Lifestyles, Wellness
Education
Babson College 1976 — 1980
Accounting, Business
Wellvest Capital May 2012 - Present
Partnership Capital Growth Investors September 2010 - April 2012
Canaccord Genuity Inc. 2000 - 2010
Adams Harkness 2000 - 2010
Skills
Corporate Finance, Valuation, Investments, Financial Modeling, Investment Banking, Due Diligence, Corporate Development, Capital Markets, Alternative Investments, Strategic Planning, Entrepreneurship, Private Equity, Food & Beverage, Healthy Eating, Healthy Lifestyles, Wellness
Education
Babson College 1976 — 1980
Accounting, Business
Sam Burwell, CFA's Canaccord Genuity Inc. Experience July 2015 - Present
Job Vice President at Canaccord Genuity Inc.
Industry Capital Markets
Experience
Canaccord Genuity Inc. July 2015 - Present
Canaccord Genuity Inc. July 2013 - July 2015
Buckingham Research Group June 2012 - July 2013
Delaware Investments, a member of the Macquarie Group May 2011 - November 2011
Skills
Equity Research, Equities, Valuation, Financial Modeling, Bloomberg, Capital Markets, Investments, Financial Analysis
Education
Colgate University 2007 — 2011
BA, Economics
Canaccord Genuity Inc. July 2015 - Present
Canaccord Genuity Inc. July 2013 - July 2015
Buckingham Research Group June 2012 - July 2013
Delaware Investments, a member of the Macquarie Group May 2011 - November 2011
Skills
Equity Research, Equities, Valuation, Financial Modeling, Bloomberg, Capital Markets, Investments, Financial Analysis
Education
Colgate University 2007 — 2011
BA, Economics
Craig Stamer's Canaccord Genuity Inc. Experience 2009 - 2010
Job General Manager at Quadrangle Products
Industry Electrical/Electronic Manufacturing
Experience
Quadrangle Products 2011 - Present
Canaccord Genuity Inc. 2009 - 2010
Piper Jaffray 2007 - 2008
Prudential Financial 1997 - 2007
Education
Fordham University - Graduate School of Business Administration 1992 — 1995
MBA, Finance/Investment Management
Univeristy of Rhode Island 1987 — 1991
BS, Finance
Quadrangle Products 2011 - Present
Canaccord Genuity Inc. 2009 - 2010
Piper Jaffray 2007 - 2008
Prudential Financial 1997 - 2007
Education
Fordham University - Graduate School of Business Administration 1992 — 1995
MBA, Finance/Investment Management
Univeristy of Rhode Island 1987 — 1991
BS, Finance
Stephen F. Berman, CFA's Canaccord Genuity Inc. Experience August 2012 - Present
Job Managing Director, Senior Equity Research Analyst at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc. August 2012 - Present
Pritchard Capital Partners December 2006 - June 2012
Skills
Equity Research, Equities, Hedge Funds, Commodity, Valuation, Series 7, Private Equity, Financial Modeling, Due Diligence, Asset Managment, Trading, Energy, Capital Markets, Portfolio Management, Investments, Series 63, Economics
Education
Franklin & Marshall College
Bachelor of Arts (B.A.), Accounting
Rutgers Graduate School of Management
Master of Business Administration (M.B.A.), Finance, General
Canaccord Genuity Inc. August 2012 - Present
Pritchard Capital Partners December 2006 - June 2012
Skills
Equity Research, Equities, Hedge Funds, Commodity, Valuation, Series 7, Private Equity, Financial Modeling, Due Diligence, Asset Managment, Trading, Energy, Capital Markets, Portfolio Management, Investments, Series 63, Economics
Education
Franklin & Marshall College
Bachelor of Arts (B.A.), Accounting
Rutgers Graduate School of Management
Master of Business Administration (M.B.A.), Finance, General
Greg Agnew's Canaccord Genuity Inc. Experience October 2014 - Present
Job Managing Director Investment Banking at Canaccord Genuity Inc.
Industry Investment Banking
Experience
Canaccord Genuity Inc. October 2014 - Present
FBR July 2011 - October 2014
FBR 2009 - 2011
FBR 2006 - 2009
FBR 2004 - 2006
JefferiesQuarterdeck 2000 - March 2004
Skills
Investment Banking, Capital Markets, Equities, Valuation, Hedge Funds, Private Equity, Equity Research, Series 7, Fixed Income, Financial Modeling, Mergers & Acquisitions, Private Placements, Alternative Investments, Series 63, Corporate Finance
Education
Florida State University 1993 — 1997
Canaccord Genuity Inc. October 2014 - Present
FBR July 2011 - October 2014
FBR 2009 - 2011
FBR 2006 - 2009
FBR 2004 - 2006
JefferiesQuarterdeck 2000 - March 2004
Skills
Investment Banking, Capital Markets, Equities, Valuation, Hedge Funds, Private Equity, Equity Research, Series 7, Fixed Income, Financial Modeling, Mergers & Acquisitions, Private Placements, Alternative Investments, Series 63, Corporate Finance
Education
Florida State University 1993 — 1997
Chelsea Heffernan's Canaccord Genuity Inc. Experience January 2008 - May 2012
Job Director, Investor Relations at Cirrus Logic
Industry Semiconductors
Experience
Cirrus Logic May 2012 - Present
Canaccord Genuity Inc. January 2008 - May 2012
ThinkEquity LLC December 2006 - December 2007
Chemonics International January 2003 - August 2005
Meridian International Center June 2002 - January 2003
Education
London School of Economics and Political Science 2005 — 2006
MSc, Gender, Development, and Globalization
Eastern Washington University 1997 — 2002
BA, International Affairs
Cirrus Logic May 2012 - Present
Canaccord Genuity Inc. January 2008 - May 2012
ThinkEquity LLC December 2006 - December 2007
Chemonics International January 2003 - August 2005
Meridian International Center June 2002 - January 2003
Education
London School of Economics and Political Science 2005 — 2006
MSc, Gender, Development, and Globalization
Eastern Washington University 1997 — 2002
BA, International Affairs
Hanyang (Kevin) Wang's Canaccord Genuity Inc. Experience March 2014 - May 2015
Job Investment Associate at Gordon and Betty Moore Foundation
Industry Financial Services
Experience
Gordon and Betty Moore Foundation June 2015 - Present
Canaccord Genuity Inc. March 2014 - May 2015
Jefferies LLC July 2013 - March 2014
Duke Management Company (DUMAC, Inc.) June 2012 - August 2012
Bank of China June 2010 - August 2010
Education
Duke University 2009 — 2013
Bachelor of Science (BSc), Economics
Gordon and Betty Moore Foundation June 2015 - Present
Canaccord Genuity Inc. March 2014 - May 2015
Jefferies LLC July 2013 - March 2014
Duke Management Company (DUMAC, Inc.) June 2012 - August 2012
Bank of China June 2010 - August 2010
Education
Duke University 2009 — 2013
Bachelor of Science (BSc), Economics
Jonathan DeCourcey's Canaccord Genuity Inc. Experience August 2014 - Present
Job Canaccord Genuity
Industry Investment Management
Experience
Canaccord Genuity Inc. August 2014 - Present
GW&K Investment Management September 2008 - August 2014
G51 Capital September 2012 - May 2013
Gannett Welsh & Kotler November 2007 - September 2008
Brown Brothers Harriman July 2005 - July 2007
Morgan Stanley June 2004 - August 2004
Skills
Candidate for CFA...
Education
Boston College - Carroll School of Management
Master of Business Administration (MBA)
Babson College 2001 — 2005
Bachelor of Science, Business Management
Canaccord Genuity Inc. August 2014 - Present
GW&K Investment Management September 2008 - August 2014
G51 Capital September 2012 - May 2013
Gannett Welsh & Kotler November 2007 - September 2008
Brown Brothers Harriman July 2005 - July 2007
Morgan Stanley June 2004 - August 2004
Skills
Candidate for CFA...
Education
Boston College - Carroll School of Management
Master of Business Administration (MBA)
Babson College 2001 — 2005
Bachelor of Science, Business Management
Patrick Mikus's Canaccord Genuity Inc. Experience 2008 - 2012
Job Institutional Equity Sales
Industry Investment Banking
Experience
Canaccord Genuity Inc. 2008 - 2012
Thomas Weisel Partners 2000 - 2008
Volpe Brown & Whelan 1998 - 2000
Education
Colgate University 1992 — 1996
BA, History
Canaccord Genuity Inc. 2008 - 2012
Thomas Weisel Partners 2000 - 2008
Volpe Brown & Whelan 1998 - 2000
Education
Colgate University 1992 — 1996
BA, History
Christopher Weidling's Canaccord Genuity Inc. Experience 2006 - 2012
Job Chief Financial Officer at Theraplant llc
Industry Wholesale
Experience
Theraplant llc January 2014 - Present
JMP Securities 2012 - 2013
Canaccord Genuity Inc. 2006 - 2012
Fulcrum Global Partners 2004 - 2006
Prudential Equity Group 2000 - 2004
Skills
Hedge Funds, Small Cap, Stock Market Analysis, Investment Banking, Mutual Funds, Strategy, Institutional..., Strategic Financial..., Equity Research, Equities, Capital Markets, Equity Trading, Equity Valuation, Bloomberg, Series 7, Valuation, Series 63, Fixed Income, Alternative Investments, Financial Modeling, Investments, Securities, Trading
Education
Boston College 1994 — 1998
Bachelor of Science (BS), Finance, General
Immaculata High School 1990 — 1994
Theraplant llc January 2014 - Present
JMP Securities 2012 - 2013
Canaccord Genuity Inc. 2006 - 2012
Fulcrum Global Partners 2004 - 2006
Prudential Equity Group 2000 - 2004
Skills
Hedge Funds, Small Cap, Stock Market Analysis, Investment Banking, Mutual Funds, Strategy, Institutional..., Strategic Financial..., Equity Research, Equities, Capital Markets, Equity Trading, Equity Valuation, Bloomberg, Series 7, Valuation, Series 63, Fixed Income, Alternative Investments, Financial Modeling, Investments, Securities, Trading
Education
Boston College 1994 — 1998
Bachelor of Science (BS), Finance, General
Immaculata High School 1990 — 1994
James Darwin's Canaccord Genuity Inc. Experience October 2009 - July 2010
Job Director, Credit Trading at TD Securities
Industry Banking
Experience
TD August 2010 - Present
Canaccord Genuity Inc. October 2009 - July 2010
BNP Paribas December 2000 - March 2009
Education
University of Durham 1996 — 1999
Bachelor of Arts (B.A.), Economics
TD August 2010 - Present
Canaccord Genuity Inc. October 2009 - July 2010
BNP Paribas December 2000 - March 2009
Education
University of Durham 1996 — 1999
Bachelor of Arts (B.A.), Economics
Richard Sears's Canaccord Genuity Inc. Experience 2013 - Present
Job Managing Director Institutional Sales at Canaccord Genuity Inc.
Industry Investment Banking
Experience
Canaccord Genuity Inc. 2013 - Present
CLSA Securities USA 2012 - 2013
Macquarie Securities USA May 2008 - April 2012
Nomura Securities 2012 - 2012
J P Morgan Securities / Hambrecht & Quist 1984 - 2004
Skills
Sales, Sales Management, Finance, Hedge Funds
Education
Columbia Business School
Master of Business Administration (MBA)
University of Vermont
Bachelor of Arts (BA), Economics
Canaccord Genuity Inc. 2013 - Present
CLSA Securities USA 2012 - 2013
Macquarie Securities USA May 2008 - April 2012
Nomura Securities 2012 - 2012
J P Morgan Securities / Hambrecht & Quist 1984 - 2004
Skills
Sales, Sales Management, Finance, Hedge Funds
Education
Columbia Business School
Master of Business Administration (MBA)
University of Vermont
Bachelor of Arts (BA), Economics
James Costigan's Canaccord Genuity Inc. Experience November 1985 - July 2012
Job Not Why Not
Industry Philanthropy
Experience
Canaccord Genuity Inc November 1985 - July 2012
Skills
Assignments, Process Improvement, Customer Service, Coaching, Team Leadership, Quality Assurance, Retail, Athletics, Customer Loyalty, Employee Loyalty
Education
Boston College 1981 — 1983
Bachelors Degree Program (1981-1983), Business
Christopher Columbus High School
Diploma, General Studies
Canaccord Genuity Inc November 1985 - July 2012
Skills
Assignments, Process Improvement, Customer Service, Coaching, Team Leadership, Quality Assurance, Retail, Athletics, Customer Loyalty, Employee Loyalty
Education
Boston College 1981 — 1983
Bachelors Degree Program (1981-1983), Business
Christopher Columbus High School
Diploma, General Studies
Keith Carpenter's Canaccord Genuity Inc. Experience 2008 - Present
Job Managing Director Research at Canaccord Genuity Inc.
Industry Investment Banking
Experience
Canaccord Genuity Inc. 2008 - Present
Interward Asset Management 2005 - 2008
BMO Capital Markets 2003 - 2005
Skills
Capital Markets, Equity Research, Investment Banking, Equities, Valuation, Fixed Income, Equity Valuation, Corporate Finance
Education
University of Toronto - Rotman School of Management 2001 — 2003
Master of Business Administration (MBA)
Yale University 1992 — 1996
Bachelor of Arts (B.A.), Economics
Deerfield Academy 1990 — 1992
John Rennie High School 1985 — 1990
Canaccord Genuity Inc. 2008 - Present
Interward Asset Management 2005 - 2008
BMO Capital Markets 2003 - 2005
Skills
Capital Markets, Equity Research, Investment Banking, Equities, Valuation, Fixed Income, Equity Valuation, Corporate Finance
Education
University of Toronto - Rotman School of Management 2001 — 2003
Master of Business Administration (MBA)
Yale University 1992 — 1996
Bachelor of Arts (B.A.), Economics
Deerfield Academy 1990 — 1992
John Rennie High School 1985 — 1990
Jon Solodar's Canaccord Genuity Inc. Experience 2006 - 2012
Job Managing Director at ConvergEx Group Head of U.S. Sales Trading
Industry Financial Services
Experience
ConvergEx Group May 2014 - Present
Canaccord Genuity Inc. 2006 - 2012
Fulcrum Global Partners 2003 - 2006
Skills
Management, Capital Markets
Education
New York University 1994 — 1995
Master of Business Administration (MBA), Finance, General
Emory University 1984 — 1988
Bachelor of Business Administration (BBA), Business Administration and Management, General
ConvergEx Group May 2014 - Present
Canaccord Genuity Inc. 2006 - 2012
Fulcrum Global Partners 2003 - 2006
Skills
Management, Capital Markets
Education
New York University 1994 — 1995
Master of Business Administration (MBA), Finance, General
Emory University 1984 — 1988
Bachelor of Business Administration (BBA), Business Administration and Management, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.