C.E. Unterberg, Towbin

Industry: Investment company

Description

C.E. Unterberg, Towbin, was a United States investment bank. Founded as C.E. Unterberg & Co. in 1932 by Clarence E. Unterberg, the firm changed its name to C.E Unterberg, Towbin & Co., in 1953. Founded: 1932 Ceased operations: 2007 Type of business: Corporation

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C.E. Unterberg, Towbin Employees

Employee
Years
Job
Industry
Jose (J.T.) Haresco III, Ph.D. Jose (J.T.) Haresco III, Ph.D. San Francisco, California Details
Jose (J.T.) Haresco III, Ph.D.'s C.E. Unterberg, Towbin Experience August 2003 - February 2005
Job Managing Director at Harvest Capital Strategies
Industry Venture Capital & Private Equity
Experience
Harvest Capital Strategies  September 2015 - Present
JMP Securities  July 2010 - Present
Brean Murray, Carret & Co.   October 2008 - July 2010
Merriman Curhan Ford & Company   February 2005 - August 2008
C.E. Unterberg, Towbin   August 2003 - February 2005
UCSF  August 1998 - August 2002

Skills
Medical Devices, Financial Modeling, Lifesciences, Valuation, Venture Capital, Due Diligence, Equity Research, Life Sciences, Investment Banking, Investments, Biotechnology, Mergers & Acquisitions, Start-ups, Private Equity, Business Development, Strategic Planning, Equities, Finance, Competitive Analysis, Commercialization, Financial Analysis, Corporate Development, Strategy, Genomics, Molecular Diagnostics, Entrepreneurship, Market Research, Market Analysis, Cardiology, Interventional..., Cardiovascular Disease, Minimally Invasive..., Valuation Modeling, DCF Valuation, Healthcare, Hedge Funds, Corporate Finance, Research, Start-up Ventures, Environmental..., Synthetic Biology, New Business Development, Corporate Strategy...

Education
University of California, San Francisco   1998 — 2002
Ph.D., Biological and Medical Informatics

UC Davis   1992 — 1996
Bachelor of Science (B.S.), Genetics

Jesse Lewis Jesse Lewis Greater Philadelphia Area Details
Jesse Lewis's C.E. Unterberg, Towbin Experience June 2000 - August 2001
Job Finance Manager II, Financial Planning & Analysis at Lake Region Medical
Industry Medical Devices
Experience
Lake Region Medical  November 2011 - Present
Cardinal Health  July 2010 - August 2011
Cardinal Health  February 2010 - July 2010
Various  April 2008 - February 2010
Wells Fargo  December 2005 - April 2008
Toyota Tsusho America  April 2002 - December 2005
HD Brous & Co., Inc   August 2001 - April 2002
C.E. Unterberg, Towbin   June 2000 - August 2001

Skills
Cross-functional Team..., Finance, Business Strategy, Strategy, Financial Analysis, Change Management, Business Development, Business Analysis, Product Development, Financial Services, Analytics, Leadership, Business Intelligence, Risk Management, CRM, Analysis, Strategic Planning, Project Management, Six Sigma, New Business Development, Sales Operations

Education
City University of New York-Baruch College - Zicklin School of Business
Master of Business Administration (M.B.A.), Finance and Investments

Berklee College of Music
Bachelor of Music, Computer Synthesis Engineering

The Albany Academy

Lara Kozersky Lara Kozersky Greater New York City Area Details
Lara Kozersky's C.E. Unterberg, Towbin Experience May 2000 - March 2002
Job Institutional Equity Sales
Industry Financial Services
Experience
CRT Capital Group  September 2013 - May 2015
LOM USA, Ltd   April 2012 - May 2013
Soleil Securities  March 2004 - February 2012
C.E. Unterberg, Towbin   May 2000 - March 2002
Josepthal & Co., Inc   January 1999 - May 2000
Needham & Company  September 1992 - November 1998

Skills
Research, Mutual Funds, Bloomberg, Investments, Hedge Funds, Strategy, Finance, Marketing, Financial Markets, FINRA, Equity Trading, Due Diligence, Alternative Investments, Financial Services, Emerging Markets, IPO, Competitive Analysis, Business Development, Sales, Equities, Securities, Electronic Trading, Series 63, Equity Capital Markets, Recruiting, Structured Products, Securities Lending, Institutional..., Series 7, Derivatives, Relationship Management, Capital Markets, Valuation, Financial Modeling, Institutional, Prime Brokerage, Entrepreneurship

Education
Manhattan College   1988 — 1991
Bachelor of Science (B.S.), Business Administration and Management, General

Bill Kuhn Bill Kuhn Greater New York City Area Details
Bill Kuhn's C.E. Unterberg, Towbin Experience 2005 - 2008
Job Teacher at The Birch Wathen Lenox School
Industry Education Management
Experience
The Birch Wathen Lenox School  January 2014 - Present
FOCUS! Learning   March 2013 - Present
Citi  July 2011 - March 2013
Columbia Business School  August 2009 - May 2011
Citi  June 2010 - August 2010
Otkritie   July 2008 - May 2009
Collins Stewart  February 2005 - May 2008
C.E. Unterberg, Towbin   2005 - 2008

Skills
Investment Banking, Valuation, Financial Modeling, Private Equity, Equity Research, Capital Markets, Emerging Markets, Hedge Funds, Equities, Corporate Finance, Due Diligence, Investments, Securitization, M, Fixed Income, IPO, Business Valuation, Structured Finance, Financial Structuring, Financial Markets

Education
Columbia University - Columbia Business School   2009 — 2011
MBA, Finance and Financial Management Services

Georgetown University - The McDonough School of Business   1999 — 2003

Horace Mann High School

Kurt Kammerer Kurt Kammerer Greater New York City Area Details
Kurt Kammerer's C.E. Unterberg, Towbin Experience January 1994 - June 1996
Job Narrow Strait Management
Industry Investment Management
Experience
Nile Capital Management, LLC  August 2012 - August 2014
Merrill Lynch  May 2011 - July 2012
The Elwing Company   June 2009 - April 2011
Princeton Regional Schools  March 2003 - November 2006
C.E. Unterberg, Towbin   January 1994 - June 1996
Advest, Inc.   January 1991 - January 1994

Education
Harvard University
Bachelor of Arts (B.A.), cum laude

William Kidd William Kidd New York, New York Details
William Kidd's C.E. Unterberg, Towbin Experience 1998 - 2001
Job Research Director / Technology Analyst at IHS
Industry Investment Management
Experience
IHS (iSuppli pre-acquisiton)   2010 - Present
Wedbush Morgan Securities  2007 - 2008
Vintage Research   2003 - 2006
Lehman Brothers  2001 - 2003
C.E. Unterberg, Towbin   1998 - 2001
HSBC Securities  1997 - 1998

Skills
Due Diligence, Investment Banking, Equities, Investor Relations, Financial Modeling, Public Speaking, Corporate Strategy..., Mergers & Acquisitions, Analysis, Equity Research, Financial Analysis, Private Equity, Strategy, Valuation, Finance, Hedge Funds, Investments, Market Research, IPO

Education
Loyola Marymount University   1992 — 1993
MBA, Finance

William McElveen William McElveen Boulder, Colorado Details
William McElveen's C.E. Unterberg, Towbin Experience June 2004 - August 2004
Job Aspiring Real Estate Professional & Seasoned Customer Service Warrior
Industry Real Estate
Experience
Element Properties   September 2012 - Present
Lifestyle Publications  2015 - 2015
Alfalfa's Market, Inc   2012 - 2014
Brasserie 1010   November 2011 - April 2013
Blue Morel - Governor Morris Westin Hotel   December 2010 - November 2011
The Kichen   November 2009 - November 2010
Radda Trattoria  August 2006 - November 2009
Mateo Restaurant   2003 - 2006
C.E. Unterberg, Towbin   June 2004 - August 2004

Skills
Microsoft Office, Public Speaking, Service Industries, Restaurant Management, New Restaurant Openings, Taekwondo

Education
University of Colorado at Boulder
Bachelor's degree, Communication and Media Studies

David Donohoe David Donohoe Pittsburgh, Pennsylvania Details
David Donohoe's C.E. Unterberg, Towbin Experience September 2001 - May 2002
Job Central Review Principal at PNC
Industry Financial Services
Experience
PNC Investments LLC  January 2013 - Present
Lynnfield, MA   2012 - Present
Mercer Securities   July 2005 - April 2012
Fidelity Investments  June 2004 - July 2005
C.E. Unterberg, Towbin   September 2001 - May 2002
Corporate Sponsors International   June 2001 - August 2001
Chase Manhattan Bank  May 1997 - June 2000

Skills
Series 7, Series 63, Series 24, Series 65, Securities

Education
Columbia University - Columbia Business School   2000 — 2002
Master of Business Administration (M.B.A.), Finance

Bentley College   1992 — 1994
Master of Science (M.S.), Accountancy

Georgetown University   1988 — 1992
Bachelor of Arts (B.A.), Economics

Michelle Crochet Michelle Crochet Los Angeles, California Details
Michelle Crochet's C.E. Unterberg, Towbin Experience 2003 - 2004
Job Founder and President at Droga Chocolates
Industry Food & Beverages
Experience
Droga Chocolates   March 2007 - Present
Wantful  2011 - 2011
Williams-Sonoma, Inc.   November 2007 - June 2010
Design Within Reach  2006 - 2007
C.E. Unterberg, Towbin   2003 - 2004

Education
University of California, Berkeley   2000 — 2003
Bachelor of Science (B.S.), Business Administration, Haas School of Business

J. Armand Musey, CFA J. Armand Musey, CFA Greater New York City Area Details
J. Armand Musey, CFA's C.E. Unterberg, Towbin Experience 1998 - 1999
Job Telecom & Media Valuation and Financial Analysis Expert
Industry Financial Services
Experience
Summit Ridge Group, LLC   July 2007 - Present
Goldin Associates, LLC  March 2014 - June 2015
CoRise Co., LLC   2011 - December 2014
Near Earth LLC   2004 - 2007
Salomon Smith Barney  2001 - 2003
Banc of America Securities  1999 - 2001
C.E. Unterberg, Towbin   1998 - 1999
Merrill Lynch  1997 - 1998

Skills
Valuation, Strategy, Business Development, Investments, Equity Research, Financial Analysis, Venture Capital, Telecommunications, Business Strategy, Corporate Development, Business Planning, Satellite Communications, Private Equity, Corporate Governance, Satellite, Strategic Partnerships, Analysis, Due Diligence, Consulting, Strategic Consulting, New Media, Spectrum, Start-ups, Securities, Broadband, Capital Raising, Corporate Finance, Divestitures, Executive Management, Litigation Support, Wireless, Leveraged Finance, Telecommunications..., Wireless Broadband, Mobile Broadband, spectrum valuation, Expert Witness Services, Media, orbital slot valuation, Restructuring, Turnaround Experience, Bankruptcy

Education
Northwestern University - Kellogg School of Management
MBA, Finance and Marketing

Northwestern University School of Law   2009 — 2011
JD, Cum Laude, Research Honors

Columbia University in the City of New York   2007 — 2009
MA, Modern European Studies

University of Chicago   1985 — 1989
BA, Sociology with Honors

Michael Ratkovitch Michael Ratkovitch Greater Milwaukee Area Details
Michael Ratkovitch's C.E. Unterberg, Towbin Experience June 2009 - August 2009
Job at
Industry Financial Services
Experience
Ziegler  2010 - Present
University of Kansas  August 2008 - December 2009
C.E. Unterberg, Towbin   June 2009 - August 2009
Collins Stewart  June 2008 - August 2008

Skills
Investment Banking, Capital Markets, Series 7, Equities, Corporate Finance, Uniform Combined State..., Series 66, Wealth Management, Investments, Asset Allocation, Portfolio Management, Alternative Investments, Investment Strategies, Insurance, Financial Services, Coaching

Education
University of Kansas   2006 — 2010
BS Finance, Human Geography

Victoria Tripp Victoria Tripp San Francisco Bay Area Details
Victoria Tripp's C.E. Unterberg, Towbin Experience December 2000 - October 2001
Job
Industry E-Learning
Experience
Animation Mentor  February 2007 - February 2012
C.E. Unterberg, Towbin   December 2000 - October 2001
Evite  January 2000 - November 2000
Packard, Packard & Johnson   April 1999 - January 2000

Skills
Computer Animation, Character Animation, Social Media, Training, Management, Webinars, International Relations, Time Management, Maya, Animation, Flash Animation, Admissions, Recruiting, Networking, Storyboarding, Photoshop, Traditional Animation, 3D, Editing, Copywriting, Legal Writing, Public Speaking, CRM, Communication, Consultative Sales, Communications, Computer Graphics, Conceptual Art, Adobe Creative Suite, Premiere, Visual Effects, Digital Painting, Video Editing, Motion Graphics

Education
San Francisco State University
English Language and Literature/Letters

Stanford Continuing Studies
Leadership and Professional Development

Eileen Read Eileen Read Greater New York City Area Details
Eileen Read's C.E. Unterberg, Towbin Experience June 2000 - November 2008
Job Managing Director, Institutional Sales
Industry Financial Services
Experience
Detwiler Fenton  June 2015 - Present
Burke & Quick Partners LLC   December 2014 - June 2015
Northcoast Research  March 2012 - December 2014
ABR Investment Strategy  August 2011 - March 2012
Soleil Securities  November 2008 - July 2011
C.E. Unterberg, Towbin   June 2000 - November 2008

Skills
Series 7, Equity Research, Equities, Investments, Financial Analysis, Alternative Investments, Hedge Funds, Asset Management, Capital Markets, Securities, Series 63, Mutual Funds, Portfolio Management, Valuation, Financial Modeling, Management

Education
Fordham University - Graduate School of Business Administration   1998 — 2000
Mba, Finance

College of the Holy Cross   1989 — 1993
Bachelor of Arts (B.A.), English

Sacred Heart Academy   1985 — 1989

Sacred Heart Academy

Sacred Heart Academy

Sacred Heart Academy

Jeff Sklar Jeff Sklar New York, New York Details
Jeff Sklar's C.E. Unterberg, Towbin Experience 2002 - 2004
Job Managing Director, Head of Institutional Equity Sales, at Chardan Capital Markets
Industry Financial Services
Experience
Chardan Capital Markets LLC  July 2015 - Present
Maxim Group  April 2008 - July 2015
Oppenheimer & Co.   2004 - 2008
C.E. Unterberg, Towbin   2002 - 2004
Gruntal & Co.   1995 - 2002
Josephthal Lyon & Ross   1992 - 1994
The MedTech Group  1990 - 1991
Lehman Brothers  1989 - 1990
Bristol-Myers Company   1985 - 1987
PepsiCo  1983 - 1985

Skills
Equities, Capital Markets, Series 7, Alternative Investments, Institutional, Investment Banking, Asset Management, Series 63, Valuation, Investments, Portfolio Management, Institutional Sales, Equity Research, Hedge Funds, Securities, Bloomberg, Fixed Income, Investment Management, Trading

Education
Harvard Business School   1987 — 1989
Master in Business Administration, General Management

Brown University   1979 — 1983
BA, History

Monica Foy Monica Foy San Francisco Bay Area Details
Monica Foy's C.E. Unterberg, Towbin Experience 1992 - 1999
Job User Acceptance Testing Coordinator at First Republic Bank
Industry Information Technology and Services
Experience
First Republic Bank  April 2013 - Present
First Republic Bank  September 2008 - Present
First Republic Bank  July 2003 - September 2008
First Republic Bank  September 2002 - July 2003
Murphy, McKay & Associates   July 2001 - September 2002
Haggin Marketing  January 2001 - May 2001
Network Commerce  July 2000 - December 2000
C.E. Unterberg, Towbin   1992 - 1999

Skills
Microsoft Office, Software Documentation, Project Management, BMC Remedy, Technical Support, Customer Service, Training, IT Management, Call Centers, Disaster Recovery, Outlook, Process Improvement, Microsoft Exchange, Adobe Acrobat, Captivate, Dreamweaver, Robohelp, Good for Enterprise, Oracle E-Business Suite, Microsoft Dynamics CRM, WebEx, Sungard AddVantage, SharePoint, OS X

Education
U.C. Extension
Certificate in Teaching English as a Second Language, ESL

Northwestern University
BS in Speech, Radio, Television, & Film

Georgetown Visitation

Ursuline Academy

Michael Rode Michael Rode Greater New York City Area Details
Michael Rode's C.E. Unterberg, Towbin Experience August 2003 - May 2006
Job Managing Director, Institutional Equity Sales at Needham & Company
Industry Investment Banking
Experience
Needham & Company  May 2006 - Present
C.E. Unterberg, Towbin   August 2003 - May 2006

Skills
Bloomberg, Equities, Capital Markets, Equity Research, Hedge Funds, Investment Banking, Series 63, Series 7, Valuation, Private Equity, Securities, Alternative Investments, Equity Valuation, Equity Trading

Education
Marist College   1999 — 2003
Bachelor's degree, Finance, General

Dara Albright Dara Albright Greater Atlanta Area Details
Dara Albright's C.E. Unterberg, Towbin Experience 1994 - 1998
Job Recognized speaker, writer & influencer on topics relating to market structure, financial innovation & crowdfinance
Industry Financial Services
Experience
LendIt Conference   January 2013 - Present
Dara Albright Events   August 2011 - Present
FinFair Conference   March 2015 - Present
NextStreet / NowStreet   February 2011 - Present
TSLCC   August 2011 - May 2012
Divine Capital Markets  August 2005 - March 2011
C.E. Unterberg, Towbin   1994 - 1998

Skills
Brokerage, SEO, Social Media, Crowdfunding, Hedge Funds, Marketing, Public Speaking, Investor Relations, IPO, Roadshows, Financial Markets, Conference Production, Equities, Entrepreneurship, Capital Markets, Venture Capital, Asset Management, Investment Banking, Investments, Securities, Private Placements, Finance, Funding, Leadership, Due Diligence, Private Equity, Capital Raising, Series 7, Mergers & Acquisitions, Start-ups, Structured Finance, Financial Services, Capital, Trading, Angel Investing, Market Research, Financial Structuring, Investment Management, Analytics, Emerging Markets, Corporate Development, Alternative Investments, Crowdsourcing

Education
The George Washington University   1987 — 1991
Bachelor's degree, Psychology

Jericho

Christine Hanley Christine Hanley Las Vegas, Nevada Area Details
Christine Hanley's C.E. Unterberg, Towbin Experience 2000 - 2003
Job Dog Behavioral Therapist and Master Trainer
Industry Consumer Goods
Experience
Bark Busters Home Dog Training  May 2008 - Present
Bark Busters Home Dog Training  2005 - Present
BBCLV   2007 - 2009
Boston Properties  January 2003 - March 2005
C.E. Unterberg, Towbin   2000 - 2003
Right Management  March 1992 - December 1999

Skills
Aggression, Sibling Rivalary, Puppy Training, Public Speaking, Dogs, Separation Anxiety, Obedience, AKC Canine Good Citizen, AKC Star Puppy, Nuisance Barking, Dog Training, Small Business, Pets, Training, Animal Behavior, Dog Grooming, Animal Welfare, Marketing, Leadership, Behavior Modification, Dog Behavior, Dog Walking, Pet Sitting, Social Networking, Sales, Franchising, Animal Work, Coaching, Customer Service, Strategic Planning, Home Based Business, Animal Nutrition, Nutrition, Teaching, Client Education, Budgets, Veterinary Medicine, Entrepreneurship, Leadership Development, Veterinary, Team Building, Time Management, Fundraising, Interviews, Event Planning, Social Media Marketing, Nonprofits, Animal Training, Community Outreach, Volunteer Management

Education
State University of New York College of Agriculture and Technology at Cobleskill   1976 — 1978
Associates, Early Childhood Education

long island city high school
Academic, General Studies

Patrick Fuhrmann Patrick Fuhrmann Greater New York City Area Details
Patrick Fuhrmann's C.E. Unterberg, Towbin Experience March 1999 - October 2001
Job Director, Corporate Development at Billtrust
Industry Public Relations and Communications
Experience
Billtrust  March 2015 - Present
Fetch the Day, LLC www.fetchtheday.com   June 2013 - Present
DRS Technologies, Inc.   October 2006 - December 2012
DRS Technologies, Inc.   October 2006 - October 2008
Ladenburg Thalmann & Co., Inc.   July 2005 - October 2006
ABN AMRO  May 2002 - July 2004
C.E. Unterberg, Towbin   March 1999 - October 2001
Merrill Lynch  January 1998 - December 1998

Skills
Investor Relations, Strategy, Mergers, Capital Markets, Public Speaking, Leadership, Financial Modeling, Corporate Development, Financial Analysis, Corporate Finance, M&A experience, M&A execution, M&A analysis, Valuation, Strategic Planning, Mergers & Acquisitions, Finance, Investments, Due Diligence, Equity Research, Process Improvement, Program Management, Business Strategy, Executive Management, Analysis, Budgets, Forecasting, Investment Banking, Strategic Communications, New Business Development, Corporate Communications, Competitive Analysis, Equities, Start-ups, Acquisition Integration

Education
Rutgers University-New Brunswick
BS, Finance

Rutgers, The State University of New Jersey-New Brunswick
Rutgers University Center for Management Development, Certificate, Biopharmaceutical Corporate Development

Zach Pollock Zach Pollock New York, New York Details
Zach Pollock's C.E. Unterberg, Towbin Experience May 2007 - August 2007
Job Energy and Utilities Consultant at PA Consulting
Industry Management Consulting
Experience
PA Consulting Group  May 2015 - Present
KPMG US  January 2014 - May 2015
GTM Research / Greentech Media   February 2012 - January 2014
Columbia University  May 2013 - August 2013
Bloomberg New Energy Finance  August 2011 - November 2011
Bloomberg LP  June 2011 - August 2011
HydroEnvironmental Solutions Inc.  May 2008 - June 2011
C.E. Unterberg, Towbin   May 2007 - August 2007

Skills
Energy Efficiency, Renewable Energy, Energy, Smart Grid, Data Analysis, Sustainable Development, Sustainability, Sustainable Energy, Research, Cleantech, Energy Management, Energy Policy, Solar Energy, Photovoltaics, Advanced Metering..., Microsoft Excel, Business Development, Project Management, Alternative Energy, Sustainability..., Environmental Issues, Sustainable Business, Microsoft Access, Visual Basic, Environmental, SQL

Education
Columbia University in the City of New York   2011 — 2014
M.S., Energy and Sustainability

Cornell University
Bachelor of Science, Natural Resources - Environmental Studies

Franklin & Marshall College
Transferred, Environmental Studies

Horace Greeley High School

Rick Faust, CFA Rick Faust, CFA San Francisco Bay Area Details
Rick Faust, CFA's C.E. Unterberg, Towbin Experience March 2005 - June 2006
Job President at Faust Capital Management, LLC
Industry Investment Management
Experience
Faust Capital Management, LLC   2009 - Present
Collins Stewart  June 2006 - December 2007
C.E. Unterberg, Towbin   March 2005 - June 2006
A.G. Edwards   2003 - 2004
Adams Harkness  1999 - 2003
Kaufman Bros.  1997 - 1999

Skills
Equities, Portfolio Management, Semiconductors, Equity Research

Education
University of Pennsylvania - The Wharton School   1991 — 1993
MBA, Finance

University of Illinois at Urbana-Champaign   1986 — 1988
MSEE, Digital Signal Processing

Cornell University   1982 — 1986
BS, Electrical Engineering

Kate Mazejka Kate Mazejka Columbus, Ohio Area Details
Kate Mazejka's C.E. Unterberg, Towbin Experience July 1999 - August 2001
Job Art Director/Graphic Designer
Industry Design
Experience
Freelance/Contract Designer   December 2010 - Present
Hardesty & Hanover  September 2001 - Present
Iannarino Dexter Creative   April 2007 - December 2010
Self-Employed  June 2004 - November 2006
Comcast  2005 - 2006
C.E. Unterberg, Towbin   July 1999 - August 2001

Skills
Graphic Design, Art Direction, Project Coordination, Logo Design, Web Design, Brochures, Advertising, Corporate Communications, Corporate Identity, Adobe Creative Suite, InDesign, Photoshop, Vector Illustration, Creative Direction, Direct Mail, QuarkXPress, Proposal Support, Information Graphics, Email Marketing, Newsletters, Image Manipulation, Corporate Branding, Branding, Layout, Adobe Acrobat, Website Development, Visual Communication, Invitations, Communication Design, Annual Reports, Graphics, Posters

Education
Pratt Institute   2001 — 2004
Master of Science (MS), Communication Design, with distinction

Ithaca College   1995 — 1999
Bachelor of Science (BS), Corporate Communication, Cum Laude

Central Queensland University   1997 — 1997
Study Abroad

Camden Rockport HIgh School

Angela Yang Angela Yang Greater New York City Area Details
Angela Yang's C.E. Unterberg, Towbin Experience July 2007 - September 2007
Job Sports Management student at Columbia University
Industry Sports
Experience
Freelance Journalist  June 2005 - Present
Barclays  September 2011 - July 2015
Roland Berger Strategy Consultants  July 2010 - September 2010
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD   June 2009 - August 2009
C.E. Unterberg, Towbin   July 2007 - September 2007
Shanghai Media Group  July 2005 - September 2005

Skills
Economics, Corporate Finance, Research, Due Diligence, Financial Analysis, Microsoft Excel, Market Research, Business Strategy, Microsoft Office, Analysis, Management Consulting

Education
Columbia University in the City of New York   2015 — 2016
Master’s Degree, Sports Management

University College London, U. of London   2010 — 2011
Master of Laws (LLM), International Banking and Finance Law

BPP Law School   2009 — 2010
Graduate Diploma, Law

UCL   2006 — 2009
BSc, Economics

Roedean School   2004 — 2006
A-levels, Maths, Further Maths, Economics, Business Studies

Mark Sue Mark Sue San Francisco Bay Area Details
Mark Sue's C.E. Unterberg, Towbin Experience August 2002 - March 2004
Job Managing Director at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets  March 2004 - Present
C.E. Unterberg, Towbin   August 2002 - March 2004
Goldman Sachs  April 2001 - July 2001
Lehman Brothers  June 1996 - April 2001

Skills
Equities, Telecommunications, Equity Research, Business Strategy, Financial Modeling, Mergers & Acquisitions, Valuation, Investment Banking, Fixed Income, Wireless, Management, Networking, Capital Markets, Hedge Funds, Portfolio Management, SaaS, Corporate Finance, Trading, Private Equity, Investments, Start-ups, Financial Analysis, Emotional Intelligence, Financial Reporting, Alternative Investments, Business Development, Mergers, Network Security, Mobile Devices, Industry Studies, Accounting, Capital Allocation, Internet of Things

Education
Boston University
Bachelor of Science, Engineering

Embry-Riddle Aeronautical University
Masters

Fairleigh Dickinson University-Metropolitan Campus
Master's Degree, Accounting

Harvard Business School Exec. Education

Stanford GSB Executive Education

Wharton Business School, Executive Education
Corporate Strategy

Ilana Camarda Ilana Camarda Greater New York City Area Details
Ilana Camarda's C.E. Unterberg, Towbin Experience April 2000 - April 2001
Job Senior Paralegal at Rivkin Radler LLP
Industry Legal Services
Experience
Rivkin Radler LLP  March 2015 - Present
Lynch & Associates, PC   September 2013 - March 2015
Fink & Zelmanovitz, PC (f/k/a Adler, Fink & Gelbstein, PC)   May 2010 - September 2013
Donovan & Giannuzzi, LLP   May 2001 - April 2010
C.E. Unterberg, Towbin   April 2000 - April 2001

Skills
Legal Research, Legal Writing, Legal Assistance, Document Review, Real Estate, Class Actions, Property Law, Paralegals, Contract Negotiation, Real Estate Transactions, Powers of Attorney, Commercial Real Estate

Education
University of Massachusetts, Amherst   1995 — 1999
BA, Law, Psychology

Midwood High School   1991 — 1995
Humanities

Yvonne Owens, CRCP Yvonne Owens, CRCP Greater New York City Area Details
Yvonne Owens, CRCP's C.E. Unterberg, Towbin Experience September 1997 - September 2004
Job Compliance Consultant
Industry Financial Services
Experience
Spartan Capital Securities, LLC  January 2014 - June 2015
Standard Chartered Bank  February 2013 - January 2014
Louis Capital   April 2008 - March 2013
KCCI, Ltd   June 2005 - April 2008
Sterling Financial  September 2004 - June 2005
C.E. Unterberg, Towbin   September 1997 - September 2004

Skills
FINRA, Series 7, Securities, Series 63, Series 24, Equities, AML, Trading, Investments, Broker-Dealer, Equity Trading, Derivatives, Risk Management, Financial Risk, Finance, Fixed Income, USA PATRIOT Act, Options, Banking, Equity Research, Anti Money Laundering

Education
FINRA Institute at Wharton Business School   2009 — 2011
CRCP, Certified Regulatory and Compliance Professional

Queensborough Community College
Ashford University, Business Administration and Management, General

Mel S. Lavitt Mel S. Lavitt Greater Salt Lake City Area Details
Mel S. Lavitt's C.E. Unterberg, Towbin Experience August 1992 - July 2007
Job Chairman of the Board of Directors at Governor's Board of Economic Development, Utah
Industry Investment Management
Experience
Governor's Board of Economic Development, Utah   July 2005 - Present
Needham & Company  January 2009 - Present
Lavitt Group   January 2007 - Present
Jabil Circuit Inc.  September 1991 - Present
State of Utah  November 2011 - Present
Utah Capital Investment Corporation   October 2010 - Present
Economic Development Corporation of Utah  January 2014 - Present
Xavient Information Systems  May 2010 - Present
C.E. Unterberg, Towbin   August 1992 - July 2007
Lavitt Management   June 1987 - August 1992

Skills
Strategy, Emerging Markets, Asset Management, Management Consulting, Contract Negotiation, Product Management, Corporate Development, Asset Managment, IPO, Investor Relations, Cross-functional Team..., Investment Banking, Marketing Strategy, Operations Management, Management, Networking, Venture Capital, Forecasting, Economics, Equities, Product Development, Fundraising, Manufacturing, Telecommunications, Leadership, Budgets, Customer Service

Education
Brown University   1955 — 1959
AB, American Civilization

Sharon Dziesietnik Sharon Dziesietnik San Francisco Bay Area Details
Sharon Dziesietnik's C.E. Unterberg, Towbin Experience May 2005 - August 2005
Job Director of Customer Operations at Brilliant Earth
Industry Marketing and Advertising
Experience
Brilliant Earth  March 2015 - Present
Brilliant Earth  October 2012 - Present
Naehas, Inc.   July 2009 - October 2012
Bank of America  May 2006 - July 2007
C.E. Unterberg, Towbin   May 2005 - August 2005
Electronics for Imaging  May 2004 - August 2004

Skills
Six Sigma, HTML, Microsoft Excel, Business Analysis, Project Management, Data Analysis, Financial Analysis, Product Management, Salesforce.com, Management, Strategic Planning, Business Strategy, Analysis, PowerPoint, Leadership, Competitive Analysis

Education
Tulane University - A.B. Freeman School of Business   2007 — 2009
MBA, Marketing

Boston University Questrom School of Business   2002 — 2006
BS in Business Administration, Marketing, Operations Management

Herb Hoffman Herb Hoffman Greater New York City Area Details
Herb Hoffman's C.E. Unterberg, Towbin Experience January 1999 - November 2001
Job First Vice President Wealth Management Wealth Advisor UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  September 2004 - Present
Morgan Stanley  November 2001 - September 2004
C.E. Unterberg, Towbin   January 1999 - November 2001
Dominick & Dominick LLC  1997 - January 1999
Kalb Voorhis and Co.   1975 - 1997

Education
American University   1974 — 1978
BS/BA, Business Administration

Horace Mann School

Srinivas Anantha, CFA Srinivas Anantha, CFA Greater Boston Area Details
Srinivas Anantha, CFA's C.E. Unterberg, Towbin Experience October 2000 - October 2001
Job Analyst at LMCG Investments
Industry Investment Management
Experience
LMCG Investments  January 2012 - Present
Crosswind Investments, LLC   February 2011 - January 2012
Oppenheimer & Co.   January 2008 - January 2011
CIBC World Markets  November 2001 - January 2008
C.E. Unterberg, Towbin   October 2000 - October 2001
Merrill Lynch  July 1999 - September 2000

Skills
Equity Research, Valuation, Investments, Equities, Equity Valuation, Telecommunications, Financial Modeling, Portfolio Management, Bloomberg, Capital Markets, Analysis, Private Equity

Education
Loyola University of Chicago   1997 — 1999
MBA

University of Madras
B.S.

Joel Heilprin, CPA Joel Heilprin, CPA Greater Chicago Area Details
Joel Heilprin, CPA's C.E. Unterberg, Towbin Experience 2000 - 2001
Job Managing Director 59th Street Partners LLC
Industry Venture Capital & Private Equity
Experience
59th Street Partners LLC   2007 - Present
Illinois Institute of Technology's Stuart Graduate School of Business   August 2006 - Present
Juno Investments LLC   2002 - Present
C.E. Unterberg, Towbin   2000 - 2001

Skills
Due Diligence, Private Equity, R, Valuation, Strategy, Finance, Corporate Finance, Mergers, Portfolio Management, Mergers & Acquisitions, Entrepreneurship, Restructuring, Financial Services

Education
Northwestern University
MSIT

University of Chicago   1996 — 1998
MBA, Finance and Accounting

DePaul University   1990 — 1993
BS, Finance and Accounting

Evonne Cho Evonne Cho Greater New York City Area Details
Evonne Cho's C.E. Unterberg, Towbin Experience 2001 - 2001
Job Trader at Jane Street
Industry Capital Markets
Experience
jane street capital  2003 - Present
c.e. unterberg, towbin   2001 - 2001

Skills
Equities, Trading, Microsoft Excel, Data Analysis, Electronic Trading, Derivatives, Proprietary Trading, Research, Trading Systems, Equity Trading, Bloomberg, Options, Equity Derivatives, Market Making, Financial Markets

Education
State University of New York at Binghamton   1998 — 2002
B.S., Financial Economics with a concentration in Finance

Herricks

Bill Dering Bill Dering Kalamazoo, Michigan Area Details
Bill Dering's C.E. Unterberg, Towbin Experience 1997 - 2001
Job Sr. Director, Finance & Strategy, North America
Industry Consumer Goods
Experience
Kellogg Company  2014 - Present
Kellogg Company  2010 - 2014
The Boston Consulting Group  2005 - 2009
Pharus Advisors   2002 - 2004
C.E. Unterberg, Towbin   1997 - 2001

Skills
Corporate Development, Due Diligence, Financial Modeling, Mergers, Economic Growth, Venture Capital, Strategy, Management Consulting, Mergers & Acquisitions, Investment Banking, Entrepreneurship, Restructuring

Education
Dartmouth College - The Tuck School of Business at Dartmouth   2003 — 2005
MBA

Miami University   1993 — 1997
BA, Business

Rich Kahan Rich Kahan San Francisco Bay Area Details
Rich Kahan's C.E. Unterberg, Towbin Experience July 2004 - August 2006
Job Vice President Financial Consultant at Charles Schwab
Industry Investment Management
Experience
Charles Schwab  July 2011 - Present
Charles Schwab  March 2010 - June 2011
Visa  April 2009 - February 2010
C.E. Unterberg, Towbin   July 2004 - August 2006

Education
San Francisco State University, College of Business   2007 — 2008
MBA

Syracuse University   2001 — 2004
B.S., Finance

Brett Moskowitz Brett Moskowitz Greater New York City Area Details
Brett Moskowitz's C.E. Unterberg, Towbin Experience January 2004 - April 2006
Job Trader at George Weiss Associates
Industry Financial Services
Experience
George Weiss MultiStrategy Fund   May 2006 - Present
C.E. Unterberg, Towbin   January 2004 - April 2006

Skills
Equities

Education
Indiana University Bloomington   1993 — 1997
Bachelor's Degree, Environmental Science

Indiana University Bloomington   1993 — 1997
Bachelor's degree, Environmental Studies and economics

Jon Rogow Jon Rogow Greater New York City Area Details
Jon Rogow's C.E. Unterberg, Towbin Experience January 2005 - November 2005
Job Vice President, Legal & Compliance Department at Morgan Stanley
Industry Law Practice
Experience
Morgan Stanley & Co.   September 2010 - Present
Citigroup Global Markets, Inc.   November 2005 - July 2007
C.E. Unterberg, Towbin   January 2005 - November 2005
Schwab Soundview Capital Markets  June 2000 - December 2004

Education
Albany Law School of Union University   2007 — 2010
Doctor of Law (JD)

SUNY at Buffalo   1994 — 1998
Bachelor of Science (BS), Finance, General

Madhav Hari Madhav Hari Toronto, Canada Area Details
Madhav Hari's C.E. Unterberg, Towbin Experience July 2000 - January 2002
Job Director at Standard and Poor's
Industry Financial Services
Experience
Standard and Poor's  March 2006 - Present
Westwind Partners  July 2002 - December 2005
C.E. Unterberg, Towbin   July 2000 - January 2002
National Bank Financial  June 1996 - June 2000

Skills
Capital Markets

Education
Wilfrid Laurier University   1993 — 1994
MBA, Finance

St. Stephen's College
BS, Mathematics

University of Ottawa
BS, Mathematics

Lawson McWhorter, CMT, CFA Lawson McWhorter, CMT, CFA Greater New York City Area Details
Lawson McWhorter, CMT, CFA's C.E. Unterberg, Towbin Experience March 1998 - December 1999
Job Head of Research at Metolius Capital, LLC
Industry Investment Management
Experience
Metolius Capital, LLC   April 2011 - Present
Invesco  September 2005 - March 2011
Managed Quantitative Advisors   August 2004 - August 2005
Balsam Capital Management, LLC   January 2000 - December 2003
C.E. Unterberg, Towbin   March 1998 - December 1999
Genesis Capital Management, LP   July 1996 - December 1997
Jarrett Investment Research, Inc.   January 1995 - June 1996
Kidder Peabody  January 1994 - December 1994

Education
Davidson College   1989 — 1993
BA

Albert Compitello Albert Compitello Greater New York City Area Details
Albert Compitello's C.E. Unterberg, Towbin Experience 2003 - 2005
Job Owner, Momentum Resource Solutions
Industry Executive Office
Experience
Momentum Resource Solutions  2002 - Present
Cowen and Company  2006 - 2007
C.E. Unterberg, Towbin   2003 - 2005
Broadway Trading  2000 - 2001
Schroder and Co.   1985 - 2000

Skills
Business Development, Leadership, New Business Development, CRM, Strategy, Due Diligence, Investments, Management, Vendor Management, Enterprise Software, Technical Recruiting, Mergers & Acquisitions, Venture Capital, Negotiation

Education
Baruch College, City University of New York (CUNY)   1979 — 1982

Owen Grant Owen Grant Albany, New York Area Details
Owen Grant's C.E. Unterberg, Towbin Experience 2005 - 2006
Job Director of Business Development at Sunvestment Group
Industry Renewables & Environment
Experience
Sunvestment Group   May 2015 - Present
Fox Meadow Advisors LLC   December 2013 - April 2015
Atlantic Power Corporation / Ridgeline Energy, LLC   April 2009 - November 2013
GEOS Global LLC   October 2008 - March 2009
Grupo Tradebe   2007 - 2007
C.E. Unterberg, Towbin   2005 - 2006
Oppenheimer & Co.   2004 - 2005
Atlantic Business Products  2002 - 2004

Skills
Renewable Energy, Cleantech, Project Management, Wind, Start-ups, Negotiation, Business Strategy, Energy, Management, Financial Modeling, Market Research, Alternative Energy, Solar Energy, Budgets, Business Development, Strategy

Education
IESE Business School - University of Navarra   2006 — 2008
MBA

Hamilton College   1994 — 1998
BA, Economics, Government

Christina Mastros Christina Mastros Greater New York City Area Details
Christina Mastros's C.E. Unterberg, Towbin Experience October 1999 - October 2001
Job Executive Assistant at The Prince Houston Group
Industry Financial Services
Experience
The Prince Houston Group   October 2009 - Present
Centurion Investment Group  December 2001 - April 2009
C.E. Unterberg, Towbin   October 1999 - October 2001
Morgan Stanley (Formerly Dean Witter Reynolds)   1995 - 1999

Skills
Hedge Funds, Event Management, Microsoft Office, Financial Analysis, Asset Managment, Outlook, Bloomberg, PowerPoint, Event Planning, Equities, Microsoft Word, Alternative Investments, Microsoft Excel

Education
Syracuse University - Martin J. Whitman School of Management   1991 — 1995
Bachelor of Science, Finance

St. Francis Preparatory School   1987 — 1991
High School

Brett Longfield Brett Longfield Greater Denver Area Details
Brett Longfield's C.E. Unterberg, Towbin Experience 2001 - 2003
Job Market Director at JPMorgan Securities LLC
Industry Financial Services
Experience
JPMorgan Securities LLC  August 2012 - Present
Morgan Stanley Smith Barney  January 2011 - August 2012
Morgan Stanley Smith Barney  October 2009 - January 2011
Morgan Stanley  June 2006 - October 2009
Morgan Stanley  2005 - 2006
Presidio Financial Partners  2003 - 2006
C.E. Unterberg, Towbin   2001 - 2003
Montgomery Securities  1997 - 2000

Education
University of Southern California   1993 — 1997
Bachelor of Arts (B.A.), Communication, General

Redwood High School   1989 — 1993
diploma

Eric Wieczorek Eric Wieczorek Greater New York City Area Details
Eric Wieczorek's C.E. Unterberg, Towbin Experience 1999 - 2003
Job Principal at Churchill Asset Management
Industry Investment Management
Experience
Churchill Asset Management   2015 - Present
Jefferies Asset Management / Apex Credit Partners   2014 - Present
The Blackstone Group / GSO Capital Partners   2010 - 2014
Churchill Financial Group   2006 - 2010
Praesidian Capital Investors   2003 - 2006
C.E. Unterberg, Towbin   1999 - 2003
Brean Murray, Carret & Co.   1998 - 1999

Skills
Financial Modeling, Valuation, Investment Banking, Mergers & Acquisitions, Due Diligence, Portfolio Management, Investments, Asset Management, Equities, Equity Research, Financial Structuring, Restructuring

Education
Brown University
A.B., Biochemistry / Premed

Colin McKay Colin McKay Washington D.C. Metro Area Details
Colin McKay's C.E. Unterberg, Towbin Experience March 2004 - April 2006
Job at Goldman Sachs & Co.
Industry Investment Banking
Experience
Goldman Sachs & Co.   July 2010 - Present
Piper Jaffray  April 2006 - August 2010
C.E. Unterberg, Towbin   March 2004 - April 2006
Robertson Stephens  2000 - 2002
Lehman Brothers  May 1999 - August 1999

Skills
Private Equity, Hedge Funds, Equities, Venture Capital, Investment Management, Leveraged Finance, Alternative Investments, Corporate Finance, Equity Research, Mergers, IPO, Due Diligence, Securities, Emerging Markets, Portfolio Management, Investor Relations

Education
Dartmouth College - The Tuck School of Business at Dartmouth   1998 — 2000
MBA

University of Virginia   1990 — 1994
BA, History

Sidwell Friends School   1983 — 1990

Mark G. Hadlock Mark G. Hadlock Greater New York City Area Details
Mark G. Hadlock's C.E. Unterberg, Towbin Experience April 1998 - June 2005
Job Vice President Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley: Fund Services Division   November 2012 - Present
Pura Vida Investments   August 2012 - October 2012
Warshaw Asset Management   November 2010 - January 2012
Diamondback Capital Management  July 2005 - May 2010
C.E. Unterberg, Towbin   April 1998 - June 2005

Skills
Vendor Management, Hedge Funds, Due Diligence, Start-ups, Change Management, Finance, Contract Negotiation, Investment Management, Strategy, Equities, Trading, Asset Management, Mutual Funds, Alternative Investments, Management, Derivatives, Private Equity, Securities, Fixed Income, Investments, Bloomberg

Education
University of Notre Dame   1977 — 1981
BS, Biology

Gina Chen Gina Chen Greater New York City Area Details
Gina Chen's C.E. Unterberg, Towbin Experience 2005 - 2007
Job Analyst at TH Capital
Industry Financial Services
Experience
TH Capital   April 2011 - Present
Auriga USA   February 2010 - January 2011
Pali Capital  May 2008 - February 2010
Collins Stewart  2006 - 2008
C.E. Unterberg, Towbin   2005 - 2007

Education
Stony Brook University   2000 — 2004
Bachelor of Science, Business Management

Adam Giansiracusa Adam Giansiracusa Greater Philadelphia Area Details
Adam Giansiracusa's C.E. Unterberg, Towbin Experience January 1997 - January 1999
Job Chief Financial Officer at The ProESCO Group, LLCThe LumiiX Group, LLC
Industry Financial Services
Experience
ProESCO Group, LLC - The LumiiX Group, LLC   January 2011 - Present
CMF Associates  July 2013 - September 2013
Fine Stationery Solutions - (FineStationery.com)   July 2008 - July 2011
Wilmington Renaissance Corporation  February 2005 - June 2007
August Group, LLC   January 2002 - January 2004
Frost Securities, Inc.   January 1998 - May 2001
C.E. Unterberg, Towbin   January 1997 - January 1999
Volpe, Brown, Whelan   January 1995 - January 1997
Auspex Systems, Convergent, Inc./Unisys Corp   January 1982 - January 1995

Skills
Mergers & Acquisitions, Executive Management, Strategy, Strategic Planning, Turn Around Management, Business Planning, New Business Development, Entrepreneurship, Strategic Partnerships, P&L Management, Budgets, Leadership, Risk Management, Financial Analysis, Marketing Strategy, Research, Venture Capital

Education
San Jose State University   1986 — 1990
B.S. Business and Computer Science, IT and Finance

Patrick Conlin Patrick Conlin Greater Philadelphia Area Details
Patrick Conlin's C.E. Unterberg, Towbin Experience March 2004 - March 2006
Job Principal Conlin & Co.
Industry Investment Banking
Experience
Conlin & Co.   April 2014 - Present
SunTrust Robinson Humphrey  April 2011 - March 2014
Natixis  September 2007 - March 2011
Susquehanna International Group  March 2006 - March 2007
C.E. Unterberg, Towbin   March 2004 - March 2006
Deloitte  February 2003 - March 2004

Education
James Madison University   1999 — 2002

Amber Ramdin Amber Ramdin Greater New York City Area Details
Amber Ramdin's C.E. Unterberg, Towbin Experience 1999 - 2001
Job Pay Half Club
Industry Consumer Services
Experience
Financial  January 2015 - Present
On Deck Capital  August 2008 - September 2013
C.E. Unterberg, Towbin   1999 - 2001

Skills
Credit, Loans, Account Management, Salesforce.com, Credit Analysis, B2B, Commercial Lending

Education
Baruch College, City University of New York (CUNY)   2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services

Mary Beth Poggi Mary Beth Poggi Richmond, Virginia Area Details
Mary Beth Poggi's C.E. Unterberg, Towbin Experience September 1996 - June 1999
Job Head of Research at Alpha Omega Wealth Management
Industry Financial Services
Experience
Alpha Omega Wealth Management   August 2013 - Present
Capital One  2010 - 2011
The Entrepreneur's Source  February 2003 - April 2007
Fi.Comm Investor Relations   August 1999 - February 2003
C.E. Unterberg, Towbin   September 1996 - June 1999
Salomon Smith Barney  August 1993 - September 1996

Skills
Analytics, Finance, Investments, Mergers & Acquisitions, Strategy, Leadership

Education
Columbia University - Columbia Business School   1991 — 1993
MBA, Finance

Cornell University   1983 — 1987
BS, Economics

Collegiate

Collegiate

Collegiate

Angela Larson Angela Larson New York, New York Details
Angela Larson's C.E. Unterberg, Towbin Experience 2004 - 2006
Job Office Manager at Aquila Productions
Industry Financial Services
Experience
Aquila Productions  December 2013 - Present
Larson Pharma Consult   2008 - Present
Fierce Fun Toys, LLC   2008 - Present
POZEN  June 2009 - June 2012
Susquehanna Financial Group  2006 - 2008
C.E. Unterberg, Towbin   2004 - 2006
Smith Barney /Citi Group   2000 - 2004
Paine Webber  1996 - 2000
Hoffmann-La Roche  1995 - 1996

Skills
Financial Analysis, Financial Modeling, Financial Accounting, Business Analysis, Business Strategy, Business Planning, Small Business, Board Level, Social Media Marketing, Pharmaceutics, Medical Devices, Financials, Planning, Strategic Planning, Marketing Strategy, Group Management, Corporate/Publicly-Trade..., Board Service, Non-Profit Board..., Social Media, Drug Development, Biotechnology, Clinical Development, Product Development, Due Diligence, Equities, Pharmaceutical Industry, Entrepreneurship, Venture Capital, Strategic Partnerships, Corporate Development

Education
The Johns Hopkins University   1990 — 1995
M.Sc., Health Economics

Boise State University   1986 — 1990
BA, Economics

Elsweet Rufino Elsweet Rufino Greater New York City Area Details
Elsweet Rufino's C.E. Unterberg, Towbin Experience December 1999 - May 2003
Job Creative Director Brand Manager HONEY MAGAZINE
Industry Publishing
Experience
Honey Magazine  January 2010 - Present
Hong Kong Trade Development Council  March 2000 - July 2010
C.E. Unterberg, Towbin   December 1999 - May 2003

Skills
Copy Editing, Magazine Articles, Magazine Design, Magazine Advertising, Advertising, Online Advertising, Online Publishing, Public Relations, Trade Show Management, Fashion, Fashion Shows, Fashion Writing, Entertainment, News Writing

Education
Fashion Institute of Technology

Eric Scuderi Eric Scuderi New York, New York Details
Eric Scuderi's C.E. Unterberg, Towbin Experience November 1999 - January 2003
Job Experienced Investment Professional
Industry Investment Management
Experience
Rivergate Capital   March 2004 - December 2013
Thomson Reuters  June 2003 - March 2004
C.E. Unterberg, Towbin   November 1999 - January 2003
Gabelli Asset Management  May 1998 - August 1998
Merrill Lynch  June 1995 - May 1997
Merrill Lynch  June 1994 - May 1995
Cowan Financial Group  June 1993 - June 1994

Skills
Hedge Funds, Equity Research, Valuation, Equities, Capital Markets, Private Equity, Financial Modeling, Venture Capital, Asset Managment, Investments, Portfolio Management, Investor Relations, Due Diligence, Trading, Financial Analysis, Alternative Investments, Asset Management, Mutual Funds, Options

Education
Columbia University - Columbia Business School   1997 — 1999
MBA, Finance

Colgate University   1989 — 1993
BA, Economics

Riverdale

David Bouchey David Bouchey Greater Denver Area Details
David Bouchey's C.E. Unterberg, Towbin Experience 2000 - 2004
Job CEO at AntiSomaGen
Industry Biotechnology
Experience
AntiSomaGen   ConsultantPharmacyclics2009 - 2010
C.E. Unterberg, Towbin   2000 - 2004

Skills
Venture Capital, Entrepreneurship, Financial Modeling, Strategic Planning, Business Strategy, Competitive Analysis, Technology Transfer, Due Diligence, Lifesciences, Corporate Finance, Biopharmaceuticals, Investment Banking, Strategy, Mergers, International Business, Corporate Development, Start-ups, Biotechnology, Private Equity, Business Planning, Pharmaceutical Industry, Clinical Development, Oncology, Commercialization, IPO

Education
Michigan State University
BS, Microbiology & Public Health

University of Colorado Anschutz Medical Campus
post doctoral

University of Kentucky
MBA

University of Kentucky
MS, Virology

University of Virginia
Ph.D., Cell & Molecular Biology

Joshua Steiner Joshua Steiner Greater New York City Area Details
Joshua Steiner's C.E. Unterberg, Towbin Experience 1999 - 2001
Job Managing Director at Hedgeye Risk Management
Industry Investment Management
Experience
Hedgeye Risk Management, LLC  2009 - Present
Millennium Management  2006 - 2008
Lehman Brothers  2001 - 2006
C.E. Unterberg, Towbin   1999 - 2001

Skills
Financial Modeling, Hedge Funds, Valuation, Finance, Portfolio Management, Equities, Alternative Investments, Capital Markets

Education
University of Rochester   1994 — 1998
Bachelors, Economics

Howard Sutherland Howard Sutherland Greater New York City Area Details
Howard Sutherland's C.E. Unterberg, Towbin Experience April 2003 - July 2007
Job Independent Corporate and Securities Lawyer and Compliance Professional
Industry Legal Services
Experience
OTR Global LLC   March 2011 - April 2015
Collins Stewart LLC  July 2007 - January 2010
C.E. Unterberg, Towbin   April 2003 - July 2007
Merrill Lynch & Co., Inc.   July 2000 - November 2002
Shearman & Sterling LLP  January 1995 - July 2000
U.S. Air Force Reserve   March 1984 - January 1995
U.S. Marine Corps   February 1980 - March 1984

Skills
Mergers, Compliance, Corporate Governance, Research, Investment Banking, Joint Ventures, Contract Negotiation, Corporate Finance, Venture Capital, Securities, Arbitration, Due Diligence, Capital Markets, Asset Management, Mergers & Acquisitions, Investments, IPO, Equities, Private Placements, Private Equity, Corporate Law

Education
Southern Methodist University Dedman School of Law   1987 — 1993
J.D., Law

Kenyon College   1975 — 1979
B.A., History

Pomfret School   1971 — 1975
Diploma

North Country School   1967 — 1971
Diploma

Brianna DeHart Brianna DeHart Greater Denver Area Details
Brianna DeHart's C.E. Unterberg, Towbin Experience September 2000 - October 2001
Job Manager, Contracts Administration at Clovis Oncology
Industry Biotechnology
Experience
Clovis Oncology  May 2014 - Present
Lanx, Inc.   July 2011 - November 2012
Cobax Biopharma   January 2010 - October 2010
Gilead Sciences  October 2008 - December 2009
Replidyne  October 2006 - December 2007
Colorado Prevention Center  September 2005 - August 2006
Allos Therapeutics  November 2001 - September 2005
C.E. Unterberg, Towbin   September 2000 - October 2001

Skills
Biotechnology, Oncology, Clinical Trials, Medical Devices, Lifesciences, Pharmaceutical Industry, CTMS, Business Development, FDA, Clinical Development, GCP, Commercialization

Education
University of Denver - Daniels College of Business   1999 — 2000
MBA, Finance Concentration

University of Denver   1996 — 1999
BS, Molecular Biology

Thomas Schwartz Thomas Schwartz Greater New York City Area Details
Thomas Schwartz's C.E. Unterberg, Towbin Experience January 2004 - December 2008
Job Managing Director at Needham & Company
Industry Investment Banking
Experience
Needham & Company  January 2009 - Present
C.E. Unterberg, Towbin   January 2004 - December 2008

Skills
Investment Banking, Venture Capital, Private Equity, Equities, Series 7, Capital Markets, Hedge Funds, Investments, Valuation, Investor Relations, Mergers, Equity Research

Education
Hobart and William Smith Colleges   1971 — 1975
BA, Philosophy, 3.4

Mitch Meisler Mitch Meisler Albany, New York Area Details
Mitch Meisler's C.E. Unterberg, Towbin Experience October 1999 - February 2005
Job Senior Managing DirectorHead of Equities at CL King & Associates
Industry Financial Services
Experience
CL King & Associates  January 2014 - Present
CL King & Associates  March 2005 - 2013
C.E. Unterberg, Towbin   October 1999 - February 2005
PaineWebber/Correspondent Services Corp.   June 1997 - October 1999
Ernst & Company   May 1992 - May 1997
Lehman Brothers  January 1982 - March 1992

Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets

Education
New York University   1981 — 1983
M.S., Journalism

State University of New York at Binghamton   1977 — 1981
Bachelor of Applied Science (B.A.Sc.), Rhetoric and Composition

Katarzyna (Kasia) Frankfort Katarzyna (Kasia) Frankfort Greater New York City Area Details
Katarzyna (Kasia) Frankfort's C.E. Unterberg, Towbin Experience September 1998 - October 2001
Job Consultant at Celeritas Solutions
Industry Management Consulting
Experience
Celeritas Solutions, LLC   September 2014 - Present
Babylon Telecommunications, Inc.   September 2003 - Present
KBF   January 2002 - September 2014
C.E. Unterberg, Towbin   September 1998 - October 2001
IMAG International, Inc.   March 1997 - September 1998
The U.S. Russia Investment Fund   February 1994 - March 1997
Enterprise Investors   May 1990 - February 1994

Skills
Investments, Venture Capital, Private Equity, Entrepreneur, Corporate Finance, Mergers, Corporate Development, Valuation, Equity Research, Due Diligence, Financial Analysis, Business Strategy, Strategic Planning, Competitive Analysis, Deal Structuring, Forecasting, Negotiation, Emerging Markets, Start-ups, Business Analysis, Mezzanine, Entrepreneurship, Management Consulting, Acquisition Integration, Business Planning, Strategy Development, Investment Banking, Private Placements, IPO, Structuring, M&A due diligence, Investor Relations, Financial Modeling, M&A experience, Project Finance, Growth Capital, Deal Execution, Business Valuation, Strategic Advisory, Strategic Analysis, Term Sheets, DCF, Capital Structure, Debt, Angel Investing, Investor Presentations, Exit Strategies, Private Equity/Venture..., Industry Analysis, Financial Structuring

Education
University of Pennsylvania - The Wharton School   1991 — 1993
MBA, International Finance

Brian Leibowitz, PhD Brian Leibowitz, PhD Greater Pittsburgh Area Details
Brian Leibowitz, PhD's C.E. Unterberg, Towbin Experience June 2001 - August 2001
Job Research Associate at University of Pittsburgh School of Medicine
Industry Research
Experience
University of Pittsburgh School of Medicine  November 2012 - Present
University of Pittsburgh School of Medicine  November 2008 - October 2012
Rutgers University  September 2002 - September 2008
C.E. Unterberg, Towbin   June 2001 - August 2001

Skills
Cell Culture, Molecular Biology, Western Blotting, Cell Biology, Cell Based Assays, Confocal Microscopy, Microscopy, PCR, Genetics, Biochemistry, DNA, Immunohistochemistry, Protein Purification, Flow Cytometry, Transfection, qPCR, In Vitro, In Vivo, RT-PCR, Cell, Cancer, Immunofluorescence, Immunoprecipitation, Molecular Cloning, Tissue Culture, FACS, RNA isolation, Fluorescence Microscopy, Animal Models, SDS-PAGE, Dissection, DNA extraction

Education
Rutgers University-New Brunswick   2002 — 2008
Ph.D., Endocrinology

Cornell University   1998 — 2002
B.S., Genetics

The Taft School   1994 — 1998

Estelle Konviser Estelle Konviser Palm Beach Gardens, Florida Details
Estelle Konviser's C.E. Unterberg, Towbin Experience 1989 - 2000
Job Financial Services
Industry Financial Services
Experience
Absolute Equity Managers, LLC   2011 - Present
Citi  2009 - 2011
Palladio Capital Management   2001 - 2009
C.E. Unterberg, Towbin   1989 - 2000

Skills
Investments, Microsoft Excel, Asset Management, Fixed Income, Hedge Funds, Alternative Investments, Financial Modeling, Bloomberg, Portfolio Management, Social Media, Equities, Marketing, Capital Markets, Social Networking, Sales, Derivatives, Series 63, Valuation, Series 7, Customer Service, Strategic Planning, Private Equity

Education
State University of New York College at Oneonta

Robert Mateicka Robert Mateicka Greater New York City Area Details
Robert Mateicka's C.E. Unterberg, Towbin Experience August 1999 - August 2003
Job Chief Compliance Officer at Ladenburg Thalmann
Industry Financial Services
Experience
Ladenburg Thalmann  January 2007 - Present
Sterling Financial, Florida   August 2003 - January 2006
C.E. Unterberg, Towbin   August 1999 - August 2003
J.P. Morgan   August 1996 - August 1999
Lehman Brothers  August 1979 - August 1996

Skills
Investment Banking, Series 7, Series 24, Series 63, Alternative Investments, Equities, AML, Mutual Funds, Due Diligence, Private Equity, Capital Markets, Investments, Options, Equity Trading, Series 65, Trading, Investment Advisory, Fixed Income, Private Placements, Asset Managment, Asset Management, Financial Markets, KYC, Financial Risk, Trading Systems, Electronic Trading, Equity Research, Risk Management, Financial Services, Mergers & Acquisitions, Portfolio Management, Securities Regulation, IPO, Uniform Combined State...

Education
St. Peter's College   1971 — 1975
"BS", Economics

Bayonne H S   1967 — 1971

Steven Shin, CFA Steven Shin, CFA Washington D.C. Metro Area Details
Steven Shin, CFA's C.E. Unterberg, Towbin Experience January 2000 - December 2001
Job Investment Analyst at Aegis Financial Corporation
Industry Investment Management
Experience
Leap Tide Capital Management   August 2005 - April 2012
Tivoli Partners, L.P.   February 2004 - July 2005
Jefferies & Company  February 2002 - February 2004
C.E. Unterberg, Towbin   January 2000 - December 2001

Skills
Valuation, Equity Research, Special Situations, Hedge Funds, Equities, Capital Markets, Financial Modeling, High Yield Bonds

Education
Swarthmore College   1994 — 1998
BA, Economics

McDonogh School   1984 — 1994

Eileen Read Eileen Read Garden City, New York Details
Eileen Read's C.E. Unterberg, Towbin Experience June 2000 - November 2008
Job Senior Vice President at ABR Investment Strategy
Industry Investment Banking
Experience
ABR Investment Strategy  August 2011 - Present
Soleil Securities  November 2008 - July 2011
C.E. Unterberg, Towbin   June 2000 - November 2008

Skills
Research sales

Education
Fordham University - Graduate School of Business Administration   1998 — 2000
Masters of Business Administration, Finance

College of the Holy Cross   1989 — 1993
Bachelor of Science, English

Steve Von Bargen Steve Von Bargen Massapequa, New York Details
Steve Von Bargen's C.E. Unterberg, Towbin Experience August 1996 - May 1998
Job Compliance Officer
Industry Construction
Experience
RBBC, LLC   August 2013 - Present
Unqua Holdings   March 2010 - August 2013
Merrick Road Properties   February 2007 - 2010
Fursa Funds   January 2002 - January 2007
Merrill Lynch  2000 - 2002
CIBC World Markets  June 1998 - December 2000
C.E. Unterberg, Towbin   August 1996 - May 1998
Herzog Heine Geduld  August 1988 - December 1995
L F Rothschild Unterberg Towbin   September 1983 - July 1988

Education
Hofstra University   1978 — 1982
Bachelor's degree, Business Administration and Management, General

Hofstra University

General Douglas MacArthur High school   1976 — 1978

Paul Lyle Paul Lyle New York, New York Details
Paul Lyle's C.E. Unterberg, Towbin Experience June 1996 - January 2000
Job Senior Vice President at Imperial Capital, LLC
Industry Investment Banking
Experience
Imperial Capital, LLC  July 2014 - Present
BB&T Capital Markets  May 2004 - June 2014
Goldman sachs  January 2000 - December 2002
C.E. Unterberg, Towbin   June 1996 - January 2000

Education
Hobart and William Smith Colleges   1992 — 1996
Bachelor of Arts (B.A.), Pschology

Deerfield Academy   1988 — 1991

Mike Noryko Mike Noryko San Francisco Bay Area Details
Mike Noryko's C.E. Unterberg, Towbin Experience August 2003 - April 2005
Job Analyst at Union Point Advisors
Industry Investment Management
Experience
Citadel Global Equities   April 2011 - February 2013
FrontPoint Partners, a Morgan Stanley Company   October 2008 - March 2011
Andor Capital Management  May 2005 - September 2008
C.E. Unterberg, Towbin   August 2003 - April 2005
Robertson Stephens  January 2000 - June 2002

Skills
Research, Financial Modeling, Valuation, Equity Research, Asset Management, Hedge Funds, Internet, Mobile Internet, Consumer, Leisure Travel, Lodging, Information Technology, Equities, Alternative Investments

Education
Haas School of Business, UC Berkeley   1996 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General

St Ignatius College Prepratory

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