Casimir Capital
Industry: Company
DescriptionFounded: 2001 Parent organization: Casimir Capital Group, LLC
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Casimir Capital Employees
Employee
Years
Job
Industry
Wayne Atwell, CFA Wayne Atwell, CFA's Casimir Capital Experience January 2009 - April 2011
Job MD at Ascendiant
Industry Financial Services
Experience
Ascendiant, MD November 2014 - Present
Edison investment research May 2013 - September 2014
Global Hunter Securities March 2012 - December 2012
Rodman & Renshaw May 2011 - January 2012
Casimir Capital January 2009 - April 2011
Morgan Stanley 1991 - 2006
Skills
Hedge Funds, Investments, Mining, Equity Research, Capital Markets, Due Diligence, Equities, Fixed Income, Management, Valuation, Securities, Financial Modeling, Bloomberg, Derivatives, Investment Banking, Private Equity
Education
New York University - Leonard N. Stern School of Business 1970 — 1974
MBA, Finance
Penn State University 1965 — 1969
BS, Mineral Economics
Ascendiant, MD November 2014 - Present
Edison investment research May 2013 - September 2014
Global Hunter Securities March 2012 - December 2012
Rodman & Renshaw May 2011 - January 2012
Casimir Capital January 2009 - April 2011
Morgan Stanley 1991 - 2006
Skills
Hedge Funds, Investments, Mining, Equity Research, Capital Markets, Due Diligence, Equities, Fixed Income, Management, Valuation, Securities, Financial Modeling, Bloomberg, Derivatives, Investment Banking, Private Equity
Education
New York University - Leonard N. Stern School of Business 1970 — 1974
MBA, Finance
Penn State University 1965 — 1969
BS, Mineral Economics
Sol Laudon Sol Laudon's Casimir Capital Experience January 2013 - May 2013
Job Sr. Payor Strategy Analyst at DaVita
Industry Hospital & Health Care
Experience
DaVita January 2015 - Present
Deutsche Bank August 2013 - December 2014
Recurrent Capital March 2013 - May 2013
Casimir Capital January 2013 - May 2013
Neuberger Berman September 2012 - January 2013
Strategic Wealth Management Group June 2012 - September 2012
State of Israel Bonds March 2012 - June 2012
Castle & Associates Law Firm LLP June 2010 - August 2010
Israel Defense Force October 2008 - January 2010
Skills
Excel, Stata, Access, PowerPoint, Gretl, Visual Basic, Bloomberg Terminal, Reuters 3000, Microsoft Excel, Statistics, R
Education
Baruch College, City University of New York (CUNY) 2010 — 2013
Bachelor of Business Administration (BBA), Finance, 3.7
Bar-Ilan University
Certificate, Middle Eastern Studies
DaVita January 2015 - Present
Deutsche Bank August 2013 - December 2014
Recurrent Capital March 2013 - May 2013
Casimir Capital January 2013 - May 2013
Neuberger Berman September 2012 - January 2013
Strategic Wealth Management Group June 2012 - September 2012
State of Israel Bonds March 2012 - June 2012
Castle & Associates Law Firm LLP June 2010 - August 2010
Israel Defense Force October 2008 - January 2010
Skills
Excel, Stata, Access, PowerPoint, Gretl, Visual Basic, Bloomberg Terminal, Reuters 3000, Microsoft Excel, Statistics, R
Education
Baruch College, City University of New York (CUNY) 2010 — 2013
Bachelor of Business Administration (BBA), Finance, 3.7
Bar-Ilan University
Certificate, Middle Eastern Studies
Conor Moran Conor Moran's Casimir Capital Experience September 2005 - February 2007
Job Founder & Managing Member
Industry Financial Services
Experience
Lodge Street November 2014 - Present
Seeking Alpha July 2014 - November 2014
Seeking Alpha August 2013 - November 2014
Data Explorers, Inc./Markit, Inc. June 2009 - November 2012
PCS Research Services February 2007 - April 2009
Casimir Capital September 2005 - February 2007
Skills
Hedge Funds, Equities, Bloomberg, Investment Banking, Securities, Investments, Strategy, Finance, Alternative Investments, Market Data, Equity Research, Investment Strategies, Mergers & Acquisitions, Marketing, Wealth Management, Private Equity, Fixed Income, Philanthropy, Quantitative Finance
Education
Penn State University 1999 — 2003
BA, Political Science, American Studies
Lodge Street November 2014 - Present
Seeking Alpha July 2014 - November 2014
Seeking Alpha August 2013 - November 2014
Data Explorers, Inc./Markit, Inc. June 2009 - November 2012
PCS Research Services February 2007 - April 2009
Casimir Capital September 2005 - February 2007
Skills
Hedge Funds, Equities, Bloomberg, Investment Banking, Securities, Investments, Strategy, Finance, Alternative Investments, Market Data, Equity Research, Investment Strategies, Mergers & Acquisitions, Marketing, Wealth Management, Private Equity, Fixed Income, Philanthropy, Quantitative Finance
Education
Penn State University 1999 — 2003
BA, Political Science, American Studies
Andrew Bedell Andrew Bedell's Casimir Capital Experience June 2012 - August 2013
Job Student at New York University
Industry Financial Services
Experience
Jett Capital Advisors September 2013 - Present
Casimir Capital June 2012 - August 2013
Troon Golf March 2010 - July 2011
1776 Media Network, Inc. May 2009 - July 2009
Skills
Financial Modeling, Strategic Financial..., Finance, Microsoft Excel, Strategy, Asset Managment, Investments, Financial Analysis
Education
New York University 2012 — 2014
Bachelor of Science (BS), Economics
Fordham University 2010 — 2012
B.S., Finance
Bellarmine College Preparatory 2006 — 2010
Jett Capital Advisors September 2013 - Present
Casimir Capital June 2012 - August 2013
Troon Golf March 2010 - July 2011
1776 Media Network, Inc. May 2009 - July 2009
Skills
Financial Modeling, Strategic Financial..., Finance, Microsoft Excel, Strategy, Asset Managment, Investments, Financial Analysis
Education
New York University 2012 — 2014
Bachelor of Science (BS), Economics
Fordham University 2010 — 2012
B.S., Finance
Bellarmine College Preparatory 2006 — 2010
Dan Huth Dan Huth's Casimir Capital Experience January 2005 - September 2006
Job Director Head of Strategic Development at UBS
Industry Financial Services
Experience
UBS July 2012 - Present
Texas Based Investment Company June 2011 - March 2012
Summerline Asset Management September 2008 - May 2011
Viking Asset Managment February 2008 - September 2008
Promethean Asset Management September 2006 - January 2008
Casimir Capital January 2005 - September 2006
Greenberg Traurig, LLP October 2001 - February 2004
KPMG US September 1995 - September 1997
Skills
CPA, Due Diligence, Mergers, Financial Modeling, Corporate Finance, Equities, Investment Banking, Private Equity, Capital Markets, Financial Analysis, Securities, Investments, Venture Capital, Strategic Financial..., Accounting, Asset Managment, Corporate Law, PIPEs, Mergers & Acquisitions, Mutual Funds, Finance, Portfolio Management, Hedge Funds, Strategy, Wealth Management, Asset Allocation, Business Strategy, Valuation, Private Placements, Structured Finance, IPO, Fixed Income, Financial Services, Management, Alternative Investments, Banking, Series 7
Education
Providence College 1991 — 1995
Bachelor of Science, Accounting
Pace University, Lubin School of BusinessNew 1998 — 2001
Master, Business Administration; Finance
Pace University School of Law 1997 — 2001
Juris Doctor
Indian Hills High School 1987 — 1991
UBS July 2012 - Present
Texas Based Investment Company June 2011 - March 2012
Summerline Asset Management September 2008 - May 2011
Viking Asset Managment February 2008 - September 2008
Promethean Asset Management September 2006 - January 2008
Casimir Capital January 2005 - September 2006
Greenberg Traurig, LLP October 2001 - February 2004
KPMG US September 1995 - September 1997
Skills
CPA, Due Diligence, Mergers, Financial Modeling, Corporate Finance, Equities, Investment Banking, Private Equity, Capital Markets, Financial Analysis, Securities, Investments, Venture Capital, Strategic Financial..., Accounting, Asset Managment, Corporate Law, PIPEs, Mergers & Acquisitions, Mutual Funds, Finance, Portfolio Management, Hedge Funds, Strategy, Wealth Management, Asset Allocation, Business Strategy, Valuation, Private Placements, Structured Finance, IPO, Fixed Income, Financial Services, Management, Alternative Investments, Banking, Series 7
Education
Providence College 1991 — 1995
Bachelor of Science, Accounting
Pace University, Lubin School of BusinessNew 1998 — 2001
Master, Business Administration; Finance
Pace University School of Law 1997 — 2001
Juris Doctor
Indian Hills High School 1987 — 1991
Charlie Bueneman's Casimir Capital Experience September 2014 - Present
Job Oil and Gas Investment Banking Analyst at Casimir Capital
Industry Financial Services
Experience
Casimir Capital September 2014 - Present
Cassidy Turley June 2013 - August 2013
DH Capital, LLC July 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
Due Diligence, Microsoft Excel, Portfolio Management, Capital Markets, Financial Modeling, PowerPoint, Economics, Editing, Market Research, Investments, Valuation
Education
Hamilton College 2010 — 2014
Bachelor of Arts (B.A.), World Politics
Deerfield Academy 2009 — 2010
St. Mary's High School Annapolis 2006 — 2009
Casimir Capital September 2014 - Present
Cassidy Turley June 2013 - August 2013
DH Capital, LLC July 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
Due Diligence, Microsoft Excel, Portfolio Management, Capital Markets, Financial Modeling, PowerPoint, Economics, Editing, Market Research, Investments, Valuation
Education
Hamilton College 2010 — 2014
Bachelor of Arts (B.A.), World Politics
Deerfield Academy 2009 — 2010
St. Mary's High School Annapolis 2006 — 2009
Glenn Williams Jr Glenn Williams Jr's Casimir Capital Experience December 2013 - June 2014
Job Equity Research Analyst Energy at National Securities
Industry Investment Banking
Experience
National Securities July 2014 - Present
Casimir Capital December 2013 - June 2014
Sidoti & Company, LLC April 2012 - December 2013
First Genesis Financial Group September 2009 - April 2012
ING Financial Partners January 2009 - September 2009
Foundation Investments Group LLC January 2005 - September 2009
Merck & Company November 1999 - January 2009
Skills
Series 7, Securities, Hedge Funds, Alternative Investments, Asset Allocation, Equities, Portfolio Management, Asset Managment, Investments, Investment Advisory, Capital Markets, Mutual Funds, Valuation, Investment Strategies, Financial Modeling
Education
Temple University - Fox School of Business and Management 1998 — 2000
MBA, Finance
Penn State University 1993 — 1997
B.S., Real Estate, Economics
Central High School 1989 — 1993
National Securities July 2014 - Present
Casimir Capital December 2013 - June 2014
Sidoti & Company, LLC April 2012 - December 2013
First Genesis Financial Group September 2009 - April 2012
ING Financial Partners January 2009 - September 2009
Foundation Investments Group LLC January 2005 - September 2009
Merck & Company November 1999 - January 2009
Skills
Series 7, Securities, Hedge Funds, Alternative Investments, Asset Allocation, Equities, Portfolio Management, Asset Managment, Investments, Investment Advisory, Capital Markets, Mutual Funds, Valuation, Investment Strategies, Financial Modeling
Education
Temple University - Fox School of Business and Management 1998 — 2000
MBA, Finance
Penn State University 1993 — 1997
B.S., Real Estate, Economics
Central High School 1989 — 1993
Moishe Amber Moishe Amber's Casimir Capital Experience May 2014 - August 2014
Job Associate at Newmark Grubb Knight Frank, Capital Markets
Industry Commercial Real Estate
Experience
Newmark Grubb Knight Frank September 2015 - Present
Casimir Capital May 2014 - August 2014
Hessed Development May 2012 - September 2012
Skills
Microsoft Office, Capital Markets, Financial Analysis, Financial Market..., Microsoft Excel, Oil & Gas Valuation, Investment Banking, Oil and Gas Financial..., Economics, Financial Modeling, Macroeconomics, Oil & Gas Industry, Analysis, Customer Service
Education
The University of Texas at Austin - Red McCombs School of Business
Bachelor of Business Administration (B.B.A.), Finance, Highest Honors, 3.93 GPA
The University of Texas at Austin
Bachelor of Arts (B.A.), Economics, High Honors, 3.93 GPA
Newmark Grubb Knight Frank September 2015 - Present
Casimir Capital May 2014 - August 2014
Hessed Development May 2012 - September 2012
Skills
Microsoft Office, Capital Markets, Financial Analysis, Financial Market..., Microsoft Excel, Oil & Gas Valuation, Investment Banking, Oil and Gas Financial..., Economics, Financial Modeling, Macroeconomics, Oil & Gas Industry, Analysis, Customer Service
Education
The University of Texas at Austin - Red McCombs School of Business
Bachelor of Business Administration (B.B.A.), Finance, Highest Honors, 3.93 GPA
The University of Texas at Austin
Bachelor of Arts (B.A.), Economics, High Honors, 3.93 GPA
Eric Allison Eric Allison's Casimir Capital Experience February 2010 - May 2013
Job President at RidgeTex Energy Inc
Industry Financial Services
Experience
RidgeTex Energy Inc October 1994 - Present
Brazahav Resources Inc. December 2012 - February 2015
Casimir Capital February 2010 - May 2013
RBS Sempra Commodities May 1999 - December 2008
Cyprus Amax Minerals April 1994 - April 1999
Amax Energy May 1988 - March 1994
SPG Exploration August 1982 - April 1988
Texaco August 1980 - July 1982
Skills
Valuation, Commodity, Financial Modeling, Options, Derivatives, Equities, Trading, Capital Markets, Due Diligence, Hedge Funds, Energy, Hedging, Investment Banking, Equity Research, Commodity Markets, Corporate Finance
Education
The University of Georgia 1978 — 1980
MS, Geology
Brown University 1974 — 1978
BS, Geology
RidgeTex Energy Inc October 1994 - Present
Brazahav Resources Inc. December 2012 - February 2015
Casimir Capital February 2010 - May 2013
RBS Sempra Commodities May 1999 - December 2008
Cyprus Amax Minerals April 1994 - April 1999
Amax Energy May 1988 - March 1994
SPG Exploration August 1982 - April 1988
Texaco August 1980 - July 1982
Skills
Valuation, Commodity, Financial Modeling, Options, Derivatives, Equities, Trading, Capital Markets, Due Diligence, Hedge Funds, Energy, Hedging, Investment Banking, Equity Research, Commodity Markets, Corporate Finance
Education
The University of Georgia 1978 — 1980
MS, Geology
Brown University 1974 — 1978
BS, Geology
Spencer Mandelbaum's Casimir Capital Experience May 2008 - August 2008
Job Junior Analyst
Industry Real Estate
Experience
Harbor Group May 2015 - Present
Yeshiva Gedolah of the Five Towns March 2012 - April 2015
Heritage Realty June 2013 - August 2013
UBS Wealth Management September 2009 - April 2010
Edison Home Health Care May 2009 - August 2009
Casimir Capital May 2008 - August 2008
Skills
Strategic Planning, Research, Marketing
Education
University of Miami 2006 — 2010
Bachelor's Degree, Business / Marketing
Harbor Group May 2015 - Present
Yeshiva Gedolah of the Five Towns March 2012 - April 2015
Heritage Realty June 2013 - August 2013
UBS Wealth Management September 2009 - April 2010
Edison Home Health Care May 2009 - August 2009
Casimir Capital May 2008 - August 2008
Skills
Strategic Planning, Research, Marketing
Education
University of Miami 2006 — 2010
Bachelor's Degree, Business / Marketing
Michael Yeung Michael Yeung's Casimir Capital Experience June 2013 - October 2013
Job Oil and Gas Finance Professional
Industry Financial Services
Experience
Second City Capital Partners February 2014 - January 2015
Casimir Capital June 2013 - October 2013
Casimir Capital February 2011 - June 2013
Stonecap Securities 2010 - 2011
Clarus Securities 2007 - 2009
Clarus Securities June 2005 - December 2008
CIBC World Markets 2004 - 2005
CIBC World Markets 2004 - 2005
Skills
Oil/Gas, Investment Banking, Capital Markets, Valuation, Financial Modeling, Energy, Marketing, Equity Research, Equities, Institutional Sales, Investments, Due Diligence, Debt
Education
University of Manitoba
Second City Capital Partners February 2014 - January 2015
Casimir Capital June 2013 - October 2013
Casimir Capital February 2011 - June 2013
Stonecap Securities 2010 - 2011
Clarus Securities 2007 - 2009
Clarus Securities June 2005 - December 2008
CIBC World Markets 2004 - 2005
CIBC World Markets 2004 - 2005
Skills
Oil/Gas, Investment Banking, Capital Markets, Valuation, Financial Modeling, Energy, Marketing, Equity Research, Equities, Institutional Sales, Investments, Due Diligence, Debt
Education
University of Manitoba
Daniel P. Tyrrell's Casimir Capital Experience June 2007 - October 2007
Job Associate Attorney at Milbank, Tweed, Hadley & McCloy LLP
Industry Law Practice
Experience
Milbank, Tweed, Hadley & McCloy LLP October 2014 - Present
Parsons November 2007 - May 2014
Milbank, Tweed, Hadley & McCloy LLP May 2013 - July 2013
Casimir Capital June 2007 - October 2007
Tek Systems May 2006 - August 2006
Skills
Project Management, Analysis, Microsoft Excel, Program Management, Microsoft Office, Due Diligence, Financial Analysis, Risk Management
Education
Fordham University School of Law 2011 — 2014
Juris Doctor, Law, Cum Laude
Gettysburg College 2003 — 2007
BA, Management, Economics
Milbank, Tweed, Hadley & McCloy LLP October 2014 - Present
Parsons November 2007 - May 2014
Milbank, Tweed, Hadley & McCloy LLP May 2013 - July 2013
Casimir Capital June 2007 - October 2007
Tek Systems May 2006 - August 2006
Skills
Project Management, Analysis, Microsoft Excel, Program Management, Microsoft Office, Due Diligence, Financial Analysis, Risk Management
Education
Fordham University School of Law 2011 — 2014
Juris Doctor, Law, Cum Laude
Gettysburg College 2003 — 2007
BA, Management, Economics
Aaron Lichtschein Aaron Lichtschein's Casimir Capital Experience May 2013 - June 2013
Job Investment Banking Summer Analyst at Société Générale
Industry Financial Services
Experience
Societe Generale Corporate and Investment Banking - SGCIB June 2015 - August 2015
Baruch Investment Management Group September 2014 - August 2015
OTG Management June 2014 - July 2014
Coral Mortgage Bankers November 2013 - January 2014
Acorda Therapeutics, Inc. June 2013 - August 2013
Casimir Capital May 2013 - June 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Social Media, Due Diligence, Economics
Education
Baruch College 2012 — 2016
Bachelor's Degree, Finance, General
Societe Generale Corporate and Investment Banking - SGCIB June 2015 - August 2015
Baruch Investment Management Group September 2014 - August 2015
OTG Management June 2014 - July 2014
Coral Mortgage Bankers November 2013 - January 2014
Acorda Therapeutics, Inc. June 2013 - August 2013
Casimir Capital May 2013 - June 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Social Media, Due Diligence, Economics
Education
Baruch College 2012 — 2016
Bachelor's Degree, Finance, General
Trenton Latos, P.Eng, CFA Trenton Latos, P.Eng, CFA's Casimir Capital Experience November 2012 - September 2013
Job Oil and Gas Engineer and Finance Professional
Industry Oil & Energy
Experience
Murphy Oil September 2013 - Present
Casimir Capital November 2012 - September 2013
Casimir Capital October 2011 - November 2012
Jennings Capital December 2010 - October 2011
Penn West Exploration September 2008 - December 2010
AJM Petroleum Consultants March 2006 - September 2008
Skills
Engineering, Excel, Gas, Petroleum Engineering, Energy, Petroleum, Analysis, Mergers, Budgeting, Research, Economics, Microsoft Office, Reservoir Engineering, Reservoir Management, Financial Modeling, Financial Analysis, Word, Valuation, Modeling, PowerPoint, Budgets, Oil & Gas Industry, Reserves, Oilfield, Energy Industry, Oil/Gas, Finance, Investment Banking, Upstream, Petroleum Economics, Natural Gas, Equity Research, Field Development, Investments, Oil
Education
University of Alberta 2001 — 2005
BSc, Petroleum Engineering
Murphy Oil September 2013 - Present
Casimir Capital November 2012 - September 2013
Casimir Capital October 2011 - November 2012
Jennings Capital December 2010 - October 2011
Penn West Exploration September 2008 - December 2010
AJM Petroleum Consultants March 2006 - September 2008
Skills
Engineering, Excel, Gas, Petroleum Engineering, Energy, Petroleum, Analysis, Mergers, Budgeting, Research, Economics, Microsoft Office, Reservoir Engineering, Reservoir Management, Financial Modeling, Financial Analysis, Word, Valuation, Modeling, PowerPoint, Budgets, Oil & Gas Industry, Reserves, Oilfield, Energy Industry, Oil/Gas, Finance, Investment Banking, Upstream, Petroleum Economics, Natural Gas, Equity Research, Field Development, Investments, Oil
Education
University of Alberta 2001 — 2005
BSc, Petroleum Engineering
Jin Yan Jin Yan's Casimir Capital Experience 2012 - January 2014
Job Equity Research Associate at TD Securities
Industry Capital Markets
Experience
TD Securities August 2014 - Present
West Valley Energy February 2014 - August 2014
Casimir Capital 2012 - January 2014
SIAS Fund 2009 - 2011
Skills
Equity Research, Bloomberg, Financial Analysis, Valuation, Financial Modeling, Corporate Finance, Capital Markets, Due Diligence, VBA
Education
Simon Fraser University 2007 — 2011
BBA, Finance
TD Securities August 2014 - Present
West Valley Energy February 2014 - August 2014
Casimir Capital 2012 - January 2014
SIAS Fund 2009 - 2011
Skills
Equity Research, Bloomberg, Financial Analysis, Valuation, Financial Modeling, Corporate Finance, Capital Markets, Due Diligence, VBA
Education
Simon Fraser University 2007 — 2011
BBA, Finance
Matthew Grauer Matthew Grauer's Casimir Capital Experience August 2011 - July 2013
Job VP Sales & Marketing at Dual Fuel Corp
Industry Oil & Energy
Experience
Dual Fuel Corp August 2013 - Present
Casimir Capital August 2011 - July 2013
Vida Brands 2010 - 2010
RSA Films January 2009 - June 2009
Citi 2009 - 2009
Skills
Investments, Equities, Asset Management, Hedge Funds, Valuation, Entrepreneurship, Financial Analysis, Portfolio Management, Mergers & Acquisitions, Financial Modeling, Finance, Capital Markets, Corporate Finance, Investment Banking
Education
Yeshiva University 2008 — 2011
Bachelor of Science, Business Management & Marketing
Baruch College 2010 — 2010
Ramaz
Dual Fuel Corp August 2013 - Present
Casimir Capital August 2011 - July 2013
Vida Brands 2010 - 2010
RSA Films January 2009 - June 2009
Citi 2009 - 2009
Skills
Investments, Equities, Asset Management, Hedge Funds, Valuation, Entrepreneurship, Financial Analysis, Portfolio Management, Mergers & Acquisitions, Financial Modeling, Finance, Capital Markets, Corporate Finance, Investment Banking
Education
Yeshiva University 2008 — 2011
Bachelor of Science, Business Management & Marketing
Baruch College 2010 — 2010
Ramaz
Sal Pellitteri, MBA's Casimir Capital Experience 2006 - 2007
Job Collections Manager at AIG
Industry Insurance
Experience
AIG January 2015 - Present
AIG September 2010 - Present
AIG May 2013 - January 2015
AIG May 2008 - September 2010
AIG 2007 - 2008
Casimir Capital 2006 - 2007
Skills
Data Analysis, SAP, Sybase, Insurance, Databases, Program Management, Management, Risk Management, Financial Analysis, Analysis, Financial Reporting, Finance, Business Analysis, Financial Modeling, Forecasting, Outlook, Microsoft Excel, Process Improvement, Customer Service, Change Management, Productivity, Performance Metrics, Metrics Reporting, Sarbanes-Oxley, Project Management, Internal Controls, Sarbanes-Oxley Act, Investments, Access
Education
St. Peter's University 2011 — 2013
Masters in Business Administration, Risk Management
New Jersey City University 2001 — 2006
Bachelor of Science (B.S.), Business Administration: Management
AIG January 2015 - Present
AIG September 2010 - Present
AIG May 2013 - January 2015
AIG May 2008 - September 2010
AIG 2007 - 2008
Casimir Capital 2006 - 2007
Skills
Data Analysis, SAP, Sybase, Insurance, Databases, Program Management, Management, Risk Management, Financial Analysis, Analysis, Financial Reporting, Finance, Business Analysis, Financial Modeling, Forecasting, Outlook, Microsoft Excel, Process Improvement, Customer Service, Change Management, Productivity, Performance Metrics, Metrics Reporting, Sarbanes-Oxley, Project Management, Internal Controls, Sarbanes-Oxley Act, Investments, Access
Education
St. Peter's University 2011 — 2013
Masters in Business Administration, Risk Management
New Jersey City University 2001 — 2006
Bachelor of Science (B.S.), Business Administration: Management
Luke Teng Luke Teng's Casimir Capital Experience March 2009 - April 2011
Job Analyst at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein May 2014 - Present
SG Asset Management January 2013 - January 2014
Richmond Asia Management August 2011 - October 2012
Casimir Capital March 2009 - April 2011
J.P. Morgan August 2007 - June 2008
Stifel Nicolaus & Co. July 2006 - July 2007
Skills
Financial Modeling, Fundamental Research, Equities, Valuation, Emerging Markets, Mandarin, Investments, Hedge Funds
Education
Cornell University 2002 — 2006
BA
Bronx High School of Science 1998 — 2002
AllianceBernstein May 2014 - Present
SG Asset Management January 2013 - January 2014
Richmond Asia Management August 2011 - October 2012
Casimir Capital March 2009 - April 2011
J.P. Morgan August 2007 - June 2008
Stifel Nicolaus & Co. July 2006 - July 2007
Skills
Financial Modeling, Fundamental Research, Equities, Valuation, Emerging Markets, Mandarin, Investments, Hedge Funds
Education
Cornell University 2002 — 2006
BA
Bronx High School of Science 1998 — 2002
William Flaherty's Casimir Capital Experience January 2014 - Present
Job Casimir Capital LP
Industry Investment Banking
Experience
Casimir Capital January 2014 - Present
Global Hunter Securities April 2011 - April 2012
Pritchard Capital Partners July 2009 - April 2011
Natixis Bleichroeder Inc. January 2005 - July 2009
Skills
Energy, Hedge Funds, Commodity, Mutual Funds, Trading, Capital Markets, Investments, Asset Managment, Series 7, Equities, Equity Research, Securities, Banking, Investment Banking, Financial Modeling, Alternative Investments, Portfolio Management, Bloomberg, Series 63, Private Equity, Valuation, Fixed Income, Financial Markets, Equity Trading, Derivatives, Institutional..., Corporate Finance, Financial Risk, Options, Investor Relations, Emerging Markets, Equity Valuation, Due Diligence, Trading Systems, Private Placements, Program Management, Team Management, Asset Management
Education
The University of Texas at Dallas 1991 — 1993
BA, English
Jesuit 1983 — 1987
Casimir Capital January 2014 - Present
Global Hunter Securities April 2011 - April 2012
Pritchard Capital Partners July 2009 - April 2011
Natixis Bleichroeder Inc. January 2005 - July 2009
Skills
Energy, Hedge Funds, Commodity, Mutual Funds, Trading, Capital Markets, Investments, Asset Managment, Series 7, Equities, Equity Research, Securities, Banking, Investment Banking, Financial Modeling, Alternative Investments, Portfolio Management, Bloomberg, Series 63, Private Equity, Valuation, Fixed Income, Financial Markets, Equity Trading, Derivatives, Institutional..., Corporate Finance, Financial Risk, Options, Investor Relations, Emerging Markets, Equity Valuation, Due Diligence, Trading Systems, Private Placements, Program Management, Team Management, Asset Management
Education
The University of Texas at Dallas 1991 — 1993
BA, English
Jesuit 1983 — 1987
Steven Willis, CFA's Casimir Capital Experience March 2011 - July 2012
Job Investment Banking at Citi
Industry Financial Services
Experience
Citigroup Global Markets 2014 - Present
Casimir Capital March 2011 - July 2012
BMO Capital Markets January 2010 - March 2011
Northern Securities October 2009 - January 2010
Northern Securities October 2008 - October 2009
Lafarge Cement January 2008 - October 2008
Skills
Mining, Minerals, Mineral Exploration, Financial Modeling, Valuation, Equity Research, Capital Markets, Investment Banking, Corporate Finance, Due Diligence, Equities, Financial Analysis, Investments, Derivatives, Corporate Development, Equity Valuation, Private Equity, M&A experience, Bloomberg, Venture Capital, Hedge Funds, Strategy, Emerging Markets, Commodity, Trading, Mergers & Acquisitions
Education
Haas School of Business, UC Berkeley 2012 — 2014
Master of Business Administration (M.B.A.)
Queen's University 2005 — 2007
M.Eng., Mining Engineering
Queen's University 2001 — 2005
B.Sc., Chemical Engineering
Citigroup Global Markets 2014 - Present
Casimir Capital March 2011 - July 2012
BMO Capital Markets January 2010 - March 2011
Northern Securities October 2009 - January 2010
Northern Securities October 2008 - October 2009
Lafarge Cement January 2008 - October 2008
Skills
Mining, Minerals, Mineral Exploration, Financial Modeling, Valuation, Equity Research, Capital Markets, Investment Banking, Corporate Finance, Due Diligence, Equities, Financial Analysis, Investments, Derivatives, Corporate Development, Equity Valuation, Private Equity, M&A experience, Bloomberg, Venture Capital, Hedge Funds, Strategy, Emerging Markets, Commodity, Trading, Mergers & Acquisitions
Education
Haas School of Business, UC Berkeley 2012 — 2014
Master of Business Administration (M.B.A.)
Queen's University 2005 — 2007
M.Eng., Mining Engineering
Queen's University 2001 — 2005
B.Sc., Chemical Engineering
James Ahern's Casimir Capital Experience July 2003 - May 2008
Job Managing Partner, Laidlaw & Company (UK)
Industry Financial Services
Experience
Laidlaw & Company October 2010 - Present
Aegis Capital May 2008 - October 2010
Casimir Capital July 2003 - May 2008
Education
The Northfield Mount Hermon School
Assumption College
Laidlaw & Company October 2010 - Present
Aegis Capital May 2008 - October 2010
Casimir Capital July 2003 - May 2008
Education
The Northfield Mount Hermon School
Assumption College
JC Stamler's Casimir Capital Experience April 2010 - November 2012
Job Equity Sales Trader at B. Riley & Co.
Industry Financial Services
Experience
B. Riley & Co. November 2013 - Present
The PrinceRidge Group January 2013 - July 2013
Casimir Capital April 2010 - November 2012
GFI Group August 2007 - April 2010
Miller Tabak 2000 - 2007
Bear Wagner 1999 - 2000
Kalb Voorhis 1995 - 1999
Skills
Series 7, Series 63, Equity Trading
Education
Hobart and William Smith Colleges 1991 — 1995
Bachelor of Arts (B.A.), English Language and Literature/Letters
The Gunnery 1988 — 1991
Kennebec 1983 — 1987
rumson country day school
B. Riley & Co. November 2013 - Present
The PrinceRidge Group January 2013 - July 2013
Casimir Capital April 2010 - November 2012
GFI Group August 2007 - April 2010
Miller Tabak 2000 - 2007
Bear Wagner 1999 - 2000
Kalb Voorhis 1995 - 1999
Skills
Series 7, Series 63, Equity Trading
Education
Hobart and William Smith Colleges 1991 — 1995
Bachelor of Arts (B.A.), English Language and Literature/Letters
The Gunnery 1988 — 1991
Kennebec 1983 — 1987
rumson country day school
Ashish Nair's Casimir Capital Experience June 2010 - October 2010
Job
Industry Investment Banking
Experience
Citi December 2013 - Present
Moody's Investors Service March 2011 - December 2013
Casimir Capital June 2010 - October 2010
NBK Capital May 2009 - July 2009
Sapient August 2006 - June 2008
Skills
Corporate Finance, Valuation, Financial Modeling, Equities, Investments, Private Equity
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2010
Master of Business Administration
Manipal University 2002 — 2006
Bachelor of Engg.
Citi December 2013 - Present
Moody's Investors Service March 2011 - December 2013
Casimir Capital June 2010 - October 2010
NBK Capital May 2009 - July 2009
Sapient August 2006 - June 2008
Skills
Corporate Finance, Valuation, Financial Modeling, Equities, Investments, Private Equity
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2010
Master of Business Administration
Manipal University 2002 — 2006
Bachelor of Engg.
Chaim Nordlicht's Casimir Capital Experience September 2008 - March 2013
Job Operations at Jett Capital Advisors
Industry Investment Banking
Experience
Jett Capital Advisors October 2013 - Present
Casimir Capital September 2008 - March 2013
Vanity Fair Brands (formerly Vanity Fair Corp., Bestform, Inc.) June 1993 - May 2008
Vanity Fair Intimates, Vanity Fair Brands, Fruit of the Loom 1998 - 2008
VF Corporation 1998 - 2007
Bestform 1993 - 2000
Skills
Negotiation, Digitization, Target Costing, SAP, Project Planning, PowerPoint, Public Speaking, Research, Microsoft Office, Management, VPN, Pattern, Microsoft Excel, Public Relations, Leadership, Pricing, WebPDM, IT Management, Marker Making, Teaching, Outlook, Event Management, Customer Service, Sewing, Microsoft Word, Project Management
Education
Touro College 1980 — 1984
BA, Business/Economics
Cope Institute 1991 — 1991
Assistant Comptroller for Nursing Home course
None
FINRA Series 7, 63 licenses; NYS DFS Accident & Health Insurance Agent License
Rabbinical Seminary of America 1974 — 1990
Rabbinic Ordination- Yoreh Yoreh Yodin Yodin, Talmud, Jewish Law, Jewish Ethics
Jett Capital Advisors October 2013 - Present
Casimir Capital September 2008 - March 2013
Vanity Fair Brands (formerly Vanity Fair Corp., Bestform, Inc.) June 1993 - May 2008
Vanity Fair Intimates, Vanity Fair Brands, Fruit of the Loom 1998 - 2008
VF Corporation 1998 - 2007
Bestform 1993 - 2000
Skills
Negotiation, Digitization, Target Costing, SAP, Project Planning, PowerPoint, Public Speaking, Research, Microsoft Office, Management, VPN, Pattern, Microsoft Excel, Public Relations, Leadership, Pricing, WebPDM, IT Management, Marker Making, Teaching, Outlook, Event Management, Customer Service, Sewing, Microsoft Word, Project Management
Education
Touro College 1980 — 1984
BA, Business/Economics
Cope Institute 1991 — 1991
Assistant Comptroller for Nursing Home course
None
FINRA Series 7, 63 licenses; NYS DFS Accident & Health Insurance Agent License
Rabbinical Seminary of America 1974 — 1990
Rabbinic Ordination- Yoreh Yoreh Yodin Yodin, Talmud, Jewish Law, Jewish Ethics
David Parmon's Casimir Capital Experience December 2007 - July 2008
Job Log Specialist at MTV Networks
Industry Marketing and Advertising
Experience
MTV Networks July 2011 - Present
Casimir Capital December 2007 - July 2008
Skills
Finance, Microsoft Excel, Marketing, PowerPoint, Social Networking, Social Media, Microsoft Office, Sales, Outlook
Education
State University of New York College at Geneseo 2001 — 2005
BS, Business Administration
MTV Networks July 2011 - Present
Casimir Capital December 2007 - July 2008
Skills
Finance, Microsoft Excel, Marketing, PowerPoint, Social Networking, Social Media, Microsoft Office, Sales, Outlook
Education
State University of New York College at Geneseo 2001 — 2005
BS, Business Administration
Brian Schuman's Casimir Capital Experience May 2008 - August 2008
Job H.I.G. Capital
Industry Venture Capital & Private Equity
Experience
H.I.G. Capital July 2014 - Present
J.P. Morgan July 2011 - July 2014
New York Life Insurance Company May 2010 - August 2010
Premier Financial Advisors, Inc. May 2009 - August 2009
Casimir Capital May 2008 - August 2008
Skills
Asset Management, Investment Banking, Valuation, Financial Analysis, Portfolio Management, Insurance, Microsoft Excel, Corporate Finance, Due Diligence, Equities, Finance, Financial Modeling, Investments, Microsoft Office, Private Equity
Education
University of Miami - School of Business 2007 — 2011
Major in Finance, Minors in Accounting and Economics
H.I.G. Capital July 2014 - Present
J.P. Morgan July 2011 - July 2014
New York Life Insurance Company May 2010 - August 2010
Premier Financial Advisors, Inc. May 2009 - August 2009
Casimir Capital May 2008 - August 2008
Skills
Asset Management, Investment Banking, Valuation, Financial Analysis, Portfolio Management, Insurance, Microsoft Excel, Corporate Finance, Due Diligence, Equities, Finance, Financial Modeling, Investments, Microsoft Office, Private Equity
Education
University of Miami - School of Business 2007 — 2011
Major in Finance, Minors in Accounting and Economics
Eric Winmill's Casimir Capital Experience 2012 - 2013
Job Principal at Winmill & Associates Inc. Financial Consulting
Industry Financial Services
Experience
Winmill & Associates Inc. 2013 - Present
Casimir Capital 2012 - 2013
National Bank Financial 2008 - 2012
Regent Mercantile Bancorp Inc. 2003 - 2008
Skills
Financial Analysis, Equity Research, Analysis, Trading, Chartered Financial..., Capital Markets, Financial Modeling, Mergers & Acquisitions, Investment Banking, Bloomberg, Equities, Valuation, Corporate Finance, Investments, Financial Advisory, Equity Valuation, Equity Capital Markets
Education
University of Toronto - Rotman School of Management 2007 — 2009
Mfin, Masters of Finance
CFA Institute
CFA Charter
Canadian Securities Institute
McGill University
B.Comm, Entrepreneurship, Intl Business
Winmill & Associates Inc. 2013 - Present
Casimir Capital 2012 - 2013
National Bank Financial 2008 - 2012
Regent Mercantile Bancorp Inc. 2003 - 2008
Skills
Financial Analysis, Equity Research, Analysis, Trading, Chartered Financial..., Capital Markets, Financial Modeling, Mergers & Acquisitions, Investment Banking, Bloomberg, Equities, Valuation, Corporate Finance, Investments, Financial Advisory, Equity Valuation, Equity Capital Markets
Education
University of Toronto - Rotman School of Management 2007 — 2009
Mfin, Masters of Finance
CFA Institute
CFA Charter
Canadian Securities Institute
McGill University
B.Comm, Entrepreneurship, Intl Business
Doug Bocchino's Casimir Capital Experience January 2011 - August 2014
Job J Bialsky Premeire Design & Development
Industry Investment Banking
Experience
Casimir Capital January 2011 - August 2014
Casimir Capital December 2010 - August 2014
Skills
Series 7, Series 79, Series 63, Institutional Sales, Investment Banking, Business Development, Valuation, Financial Analysis, Equities, Fixed Income, Financial Modeling, Capital Markets, Hedge Funds, FINRA, Investments
Education
Moravian College 2005 — 2009
Casimir Capital January 2011 - August 2014
Casimir Capital December 2010 - August 2014
Skills
Series 7, Series 79, Series 63, Institutional Sales, Investment Banking, Business Development, Valuation, Financial Analysis, Equities, Fixed Income, Financial Modeling, Capital Markets, Hedge Funds, FINRA, Investments
Education
Moravian College 2005 — 2009
Richard Brewster's Casimir Capital Experience January 2001 - August 2008
Job VP Business Development at BonAccord Capital
Industry Financial Services
Experience
BonAccord Capital Dir of Investment BankingLaidlaw & CompanyJuly 2011 - January 2013
Laidlaw & Company October 2010 - July 2011
Casimir Capital January 2001 - August 2008
Skills
Venture Capital, Investments, Private Equity, Mergers & Acquisitions, Valuation, Due Diligence, Alternative Investments, Equities, Capital Markets, Asset Management, Entrepreneurship, Business Development, Business Strategy, Fixed Income, Finance, Financial Services
Education
Dartmouth College 1994 — 1999
Bachelor of Arts (B.A.), Government
BonAccord Capital Dir of Investment BankingLaidlaw & CompanyJuly 2011 - January 2013
Laidlaw & Company October 2010 - July 2011
Casimir Capital January 2001 - August 2008
Skills
Venture Capital, Investments, Private Equity, Mergers & Acquisitions, Valuation, Due Diligence, Alternative Investments, Equities, Capital Markets, Asset Management, Entrepreneurship, Business Development, Business Strategy, Fixed Income, Finance, Financial Services
Education
Dartmouth College 1994 — 1999
Bachelor of Arts (B.A.), Government
Rafael Vasquez's Casimir Capital Experience April 2001 - June 2007
Job Financial Advisor at Laidlaw & Company
Industry Financial Services
Experience
Laidlaw & Company September 2013 - Present
AllDealsLocal.com August 2012 - Present
JJR Associates Inc. January 2010 - September 2013
T3 Capital August 2008 - December 2009
Casimir Capital April 2001 - June 2007
Sands Brothers April 1998 - June 2000
Skills
Asset Management, Risk Management, Investments, Equities, Portfolio Management, Financial Markets, Management, Series 7, Finance, Capital Markets, Fixed Income, Financial Analysis, Hedge Funds, Securities, Trading, Private Equity
Education
Dowling College 1991 — 1995
BA, Business
Davis and Elkins College
Ward Melville
Ward Melville
Laidlaw & Company September 2013 - Present
AllDealsLocal.com August 2012 - Present
JJR Associates Inc. January 2010 - September 2013
T3 Capital August 2008 - December 2009
Casimir Capital April 2001 - June 2007
Sands Brothers April 1998 - June 2000
Skills
Asset Management, Risk Management, Investments, Equities, Portfolio Management, Financial Markets, Management, Series 7, Finance, Capital Markets, Fixed Income, Financial Analysis, Hedge Funds, Securities, Trading, Private Equity
Education
Dowling College 1991 — 1995
BA, Business
Davis and Elkins College
Ward Melville
Ward Melville
Dwayne Sorobey's Casimir Capital Experience 2013 - 2014
Job President at Blue Fish Capital Ventures
Industry Financial Services
Experience
Blue Fish Capital Ventures August 2010 - Present
casimir capital 2013 - 2014
Canaccord Genuity Inc. 1995 - 2001
Morgan Stanley Dean Witter 1992 - 1995
Skills
Investor Relations, Corporate Finance, Corporate Development, Investments, Investment Banking, Venture Capital, Private Equity, Mergers, Financial Modeling
Education
University of Alberta 1982 — 1987
BA, Economics
University of California, Los Angeles
Graduate Studies, International Business and Finance
Blue Fish Capital Ventures August 2010 - Present
casimir capital 2013 - 2014
Canaccord Genuity Inc. 1995 - 2001
Morgan Stanley Dean Witter 1992 - 1995
Skills
Investor Relations, Corporate Finance, Corporate Development, Investments, Investment Banking, Venture Capital, Private Equity, Mergers, Financial Modeling
Education
University of Alberta 1982 — 1987
BA, Economics
University of California, Los Angeles
Graduate Studies, International Business and Finance
Chad Berger's Casimir Capital Experience June 2014 - June 2015
Job Analyst at DH Capital, LLC
Industry Financial Services
Experience
DH Capital, LLC June 2015 - Present
Casimir Capital June 2014 - June 2015
Thomson Reuters June 2013 - August 2013
Princeton Capital Management December 2012 - January 2013
DH Capital, LLC June 2012 - July 2012
Skills
Financial Modeling, Capital Markets, Investment Banking, Economics, Microsoft Excel, Hedge Funds, Equities, Portfolio Management, Private Equity, Risk Management, Research, Analysis, Microsoft Office, Data Analysis, Financial Analysis, Data Center Architecture, Internet Infrastructure
Education
Hamilton College 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government
University of Cape Town 2012 — 2012
Humanities, Economics and Political Science
The Salisbury School 2006 — 2010
DH Capital, LLC June 2015 - Present
Casimir Capital June 2014 - June 2015
Thomson Reuters June 2013 - August 2013
Princeton Capital Management December 2012 - January 2013
DH Capital, LLC June 2012 - July 2012
Skills
Financial Modeling, Capital Markets, Investment Banking, Economics, Microsoft Excel, Hedge Funds, Equities, Portfolio Management, Private Equity, Risk Management, Research, Analysis, Microsoft Office, Data Analysis, Financial Analysis, Data Center Architecture, Internet Infrastructure
Education
Hamilton College 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government
University of Cape Town 2012 — 2012
Humanities, Economics and Political Science
The Salisbury School 2006 — 2010
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY