CFRA Research
Industry: Company
DescriptionFounded: 1994 Subsidiary: CFRA Equity Research
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CFRA Research Employees
Employee
Years
Job
Industry
Nick Gibbons, MAFF, CFE Nick Gibbons, MAFF, CFE's CFRA Research Experience April 2015 - September 2015
Job Analyst at Surveyor Capital (Citadel LLC)
Industry Financial Services
Experience
Surveyor Capital (Citadel LLC) October 2015 - Present
CFRA Research April 2015 - September 2015
Thunderbird School of Global Management July 2013 - May 2015
Gradient Analytics 2004 - 2015
Skills
Equity Research, Financial Analysis, Financial Reporting, Industry Analysis, Accounting, Securities, Excel, Forecasting, Hedge Funds, Economics, Time Series Analysis, Equities, Financial Modeling, Valuation, Analysis, Competitive Analysis, Business Coaching, Investments, Portfolio Management, Strategy, Corporate Finance, Alternative Investments
Education
Arizona State University, W. P. Carey School of Business 2001 — 2005
B.S. degree, cum laude, Finance
CFA Institute
Portsmouth High School
Surveyor Capital (Citadel LLC) October 2015 - Present
CFRA Research April 2015 - September 2015
Thunderbird School of Global Management July 2013 - May 2015
Gradient Analytics 2004 - 2015
Skills
Equity Research, Financial Analysis, Financial Reporting, Industry Analysis, Accounting, Securities, Excel, Forecasting, Hedge Funds, Economics, Time Series Analysis, Equities, Financial Modeling, Valuation, Analysis, Competitive Analysis, Business Coaching, Investments, Portfolio Management, Strategy, Corporate Finance, Alternative Investments
Education
Arizona State University, W. P. Carey School of Business 2001 — 2005
B.S. degree, cum laude, Finance
CFA Institute
Portsmouth High School
Josie Sullivan Josie Sullivan's CFRA Research Experience July 2008 - February 2011
Job MBA Candidate at University of California, Berkeley, Haas School of Business
Industry Consumer Goods
Experience
University of California, Berkeley, Haas School of Business August 2014 - Present
Capital Group February 2011 - July 2014
CFRA Research July 2008 - February 2011
FASB June 2007 - June 2008
Skills
Capital Markets, Due Diligence, Equities, Equity Research, Leadership, Portfolio Management, Project Management, Data Analysis, Strategy, Management, Analysis
Education
University of California, Berkeley 2014 — 2016
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison 2006 — 2007
Master's degree, Accounting
University of Wisconsin-Madison 2002 — 2006
Bachelor of Business Administration (BBA), Accounting
University of California, Berkeley, Haas School of Business August 2014 - Present
Capital Group February 2011 - July 2014
CFRA Research July 2008 - February 2011
FASB June 2007 - June 2008
Skills
Capital Markets, Due Diligence, Equities, Equity Research, Leadership, Portfolio Management, Project Management, Data Analysis, Strategy, Management, Analysis
Education
University of California, Berkeley 2014 — 2016
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison 2006 — 2007
Master's degree, Accounting
University of Wisconsin-Madison 2002 — 2006
Bachelor of Business Administration (BBA), Accounting
Garrett Sutherland Garrett Sutherland's CFRA Research Experience March 2015 - Present
Job Trading Intern at TRILLIUM Labs Trading Funds
Industry Research
Experience
CFRA Research March 2015 - Present
University of Maryland August 2014 - Present
TRILLIUM - Labs - Trading - Funds June 2015 - July 2015
Access Funding, LLC November 2014 - February 2015
University of Maryland June 2014 - August 2014
University of Maryland April 2014 - June 2014
Univest Corporation of PA May 2013 - January 2014
Lederach Golf Course March 2011 - March 2013
Bear Creek Mountain Resort December 2009 - March 2013
Skills
Bloomberg, Matlab, Financial Markets, Teamwork, Research, Customer Service, Statistics, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Physics, Higher Education, Electromagnetic Fields, LaTeX, Mathematics, Equity Derivatives, Options Strategies
Education
University of Maryland College Park 2012 — 2016
Bachelor's Degree, Physics, 3.83/4.00
University of Maryland College Park 2012 — 2016
Bachelor's Degree, Mathematics, 3.83/4.00
CFRA Research March 2015 - Present
University of Maryland August 2014 - Present
TRILLIUM - Labs - Trading - Funds June 2015 - July 2015
Access Funding, LLC November 2014 - February 2015
University of Maryland June 2014 - August 2014
University of Maryland April 2014 - June 2014
Univest Corporation of PA May 2013 - January 2014
Lederach Golf Course March 2011 - March 2013
Bear Creek Mountain Resort December 2009 - March 2013
Skills
Bloomberg, Matlab, Financial Markets, Teamwork, Research, Customer Service, Statistics, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Physics, Higher Education, Electromagnetic Fields, LaTeX, Mathematics, Equity Derivatives, Options Strategies
Education
University of Maryland College Park 2012 — 2016
Bachelor's Degree, Physics, 3.83/4.00
University of Maryland College Park 2012 — 2016
Bachelor's Degree, Mathematics, 3.83/4.00
Aaron McIntyre's CFRA Research Experience June 2013 - August 2013
Job Student at Bucknell University
Industry Financial Services
Experience
EBSCO Information Services June 2015 - August 2015
Camp Greylock June 2014 - August 2014
CFRA Research June 2013 - August 2013
Skills
Research, Sales, Social Media, Microsoft Office, PowerPoint, Marketing, Microsoft Word, Teamwork, Data Analysis, Competitive Analysis
Education
Bucknell University 2014 — 2018
Bachelor of Science in Business Administration (BSBA), Accounting and Finance
Riverdale Country School 2010 — 2014
EBSCO Information Services June 2015 - August 2015
Camp Greylock June 2014 - August 2014
CFRA Research June 2013 - August 2013
Skills
Research, Sales, Social Media, Microsoft Office, PowerPoint, Marketing, Microsoft Word, Teamwork, Data Analysis, Competitive Analysis
Education
Bucknell University 2014 — 2018
Bachelor of Science in Business Administration (BSBA), Accounting and Finance
Riverdale Country School 2010 — 2014
Denis Dudnik, CPA's CFRA Research Experience December 2013 - Present
Job Associate Finance and Operations at CFRA
Industry Accounting
Experience
CFRA Research December 2013 - Present
Organized Momentum October 2011 - November 2013
Iliad Antik / Iliad Design March 2010 - February 2012
PRA Destination Management NY April 2009 - February 2010
Skills
Compilation Of..., Bookkeeping, UltraTax, QuickBooks, Accounting, Excel models, Excel Dashboards, Turbo Tax, CPA
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
Master of Business Administration (M.B.A.), Public Accounting, 3.75
Baruch College 2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Investments
CFRA Research December 2013 - Present
Organized Momentum October 2011 - November 2013
Iliad Antik / Iliad Design March 2010 - February 2012
PRA Destination Management NY April 2009 - February 2010
Skills
Compilation Of..., Bookkeeping, UltraTax, QuickBooks, Accounting, Excel models, Excel Dashboards, Turbo Tax, CPA
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
Master of Business Administration (M.B.A.), Public Accounting, 3.75
Baruch College 2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Investments
John Fitzgerald John Fitzgerald's CFRA Research Experience July 2014 - Present
Job Global Head of Sales CFRA Research Financial Services & Technology Executive
Industry Financial Services
Experience
CFRA Research July 2014 - Present
Coleman Research August 2011 - Present
ConvergEx Group August 2009 - August 2011
J.P. Morgan / Bear Stearns March 2004 - September 2008
Katalyst Venture Partners April 1999 - March 2004
Standard & Poor's Consumer Markets Division November 1996 - December 1998
MMS International 1994 - 1997
Skills
Building High..., Board of Director..., Start-up Ventures, Team Building, Selling, Start-ups, Hedge Funds, Venture Capital, Board of Directors, Business Development, Strategic Planning, Leadership, Consulting, Investment Banking, Management, Executive Management, Entrepreneurship, Sales, Strategy, Capital Markets, Investments
Education
Middlebury College 1980 — 1984
Fordham Gabelli School of Business
MBA, Finance
CFRA Research July 2014 - Present
Coleman Research August 2011 - Present
ConvergEx Group August 2009 - August 2011
J.P. Morgan / Bear Stearns March 2004 - September 2008
Katalyst Venture Partners April 1999 - March 2004
Standard & Poor's Consumer Markets Division November 1996 - December 1998
MMS International 1994 - 1997
Skills
Building High..., Board of Director..., Start-up Ventures, Team Building, Selling, Start-ups, Hedge Funds, Venture Capital, Board of Directors, Business Development, Strategic Planning, Leadership, Consulting, Investment Banking, Management, Executive Management, Entrepreneurship, Sales, Strategy, Capital Markets, Investments
Education
Middlebury College 1980 — 1984
Fordham Gabelli School of Business
MBA, Finance
Beau Standish, CFA Beau Standish, CFA's CFRA Research Experience 2011 - June 2014
Job Investment Management at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs July 2014 - Present
CFRA Research 2011 - June 2014
AllianceBernstein 2006 - 2011
Bear Stearns 2005 - 2006
Education
Bucknell University 1998 — 2002
Phillips Exeter Academy
Goldman Sachs July 2014 - Present
CFRA Research 2011 - June 2014
AllianceBernstein 2006 - 2011
Bear Stearns 2005 - 2006
Education
Bucknell University 1998 — 2002
Phillips Exeter Academy
Michael Chupeco Michael Chupeco's CFRA Research Experience October 2013 - April 2014
Job Global Director, Product Development and Strategy at Frontier Strategy Group
Industry Financial Services
Experience
Frontier Strategy Group April 2014 - Present
CFRA Research October 2013 - April 2014
CFRA Research April 2013 - October 2013
MSCI Inc. March 2010 - April 2013
RISKMETRICS GROUP (now part of MSCI) March 2008 - June 2010
MGA, LLC January 2006 - March 2008
Precursor August 2002 - December 2005
Barnet Communications February 2001 - May 2002
Amazing Media May 2000 - January 2001
The McGill Computer Store September 1997 - April 2000
Skills
Project Planning, Product Development, Project Implementation, Product Management, Change Management, Product Innovation, Innovation Management, Company Branding, Equity Research, Business Strategy, Marketing, Strategic Partnerships, Mergers & Acquisitions, Business Analysis, Corporate Branding, Analysis, Management, Program Management, Entrepreneurship, Leadership, Cross-functional Team..., Competitive Analysis
Education
Georgetown University - The McDonough School of Business 2009 — 2011
MBA
University of Virginia 2003 — 2005
Certificate
McGill University 1997 — 2000
B.A.
Langley 1991 — 1995
Frontier Strategy Group April 2014 - Present
CFRA Research October 2013 - April 2014
CFRA Research April 2013 - October 2013
MSCI Inc. March 2010 - April 2013
RISKMETRICS GROUP (now part of MSCI) March 2008 - June 2010
MGA, LLC January 2006 - March 2008
Precursor August 2002 - December 2005
Barnet Communications February 2001 - May 2002
Amazing Media May 2000 - January 2001
The McGill Computer Store September 1997 - April 2000
Skills
Project Planning, Product Development, Project Implementation, Product Management, Change Management, Product Innovation, Innovation Management, Company Branding, Equity Research, Business Strategy, Marketing, Strategic Partnerships, Mergers & Acquisitions, Business Analysis, Corporate Branding, Analysis, Management, Program Management, Entrepreneurship, Leadership, Cross-functional Team..., Competitive Analysis
Education
Georgetown University - The McDonough School of Business 2009 — 2011
MBA
University of Virginia 2003 — 2005
Certificate
McGill University 1997 — 2000
B.A.
Langley 1991 — 1995
Josh Mayer, CFA Josh Mayer, CFA's CFRA Research Experience December 2008 - Present
Job Institutional Sales at CFRA
Industry Financial Services
Experience
CFRA Research December 2008 - Present
CFRA September 2007 - November 2008
Lord Abbett May 2005 - September 2007
Lord Abbett June 2004 - September 2007
Bear Stearns May 2003 - September 2003
Skills
Research, Hedge Funds, Mutual Funds, Interest Rate..., Capital Markets, Fixed Annuities, Securities, Relationship Management, Investments, CRM, Alternative Investments, Fixed Income, Equities
Education
Bucknell University 2000 — 2004
Bachelor of Arts, Economics
CFRA Research December 2008 - Present
CFRA September 2007 - November 2008
Lord Abbett May 2005 - September 2007
Lord Abbett June 2004 - September 2007
Bear Stearns May 2003 - September 2003
Skills
Research, Hedge Funds, Mutual Funds, Interest Rate..., Capital Markets, Fixed Annuities, Securities, Relationship Management, Investments, CRM, Alternative Investments, Fixed Income, Equities
Education
Bucknell University 2000 — 2004
Bachelor of Arts, Economics
Lina Fan, PhD Lina Fan, PhD's CFRA Research Experience January 2012 - December 2014
Job Analyst at Surveyor Capital
Industry Investment Management
Experience
Surveyor Capital December 2014 - Present
CFRA Research January 2012 - December 2014
Long/Short Equity Healthcare Hedge Fund March 2011 - October 2011
Rosetta Consulting Practice @ Rosetta June 2010 - March 2011
Education
Columbia University in the City of New York 2004 — 2010
PhD, Molecular Medicine & Pathology
University of St. Andrews 2000 — 2004
BSc with First-class Honours, Biology
Shanghai High School
Surveyor Capital December 2014 - Present
CFRA Research January 2012 - December 2014
Long/Short Equity Healthcare Hedge Fund March 2011 - October 2011
Rosetta Consulting Practice @ Rosetta June 2010 - March 2011
Education
Columbia University in the City of New York 2004 — 2010
PhD, Molecular Medicine & Pathology
University of St. Andrews 2000 — 2004
BSc with First-class Honours, Biology
Shanghai High School
Matt Peev Matt Peev's CFRA Research Experience October 2010 - March 2013
Job Account Executive
Industry Information Technology and Services
Experience
HIS Sign, L.L.C. June 2015 - Present
Global Institute of Forensic Research October 2014 - 2015
Clarabridge March 2013 - January 2014
CFRA Research October 2010 - March 2013
CFRA Research June 2008 - October 2010
CFRA Research November 2005 - June 2008
MSCI Inc. February 2005 - December 2005
MSCI Inc. September 2001 - February 2005
Skills
Account Management, CRM, Sales, Project Management, Investments, Cold Calling, Hedge Funds, Competitive Analysis, Sales Operations, Training, Asset Management, Sourcing, Management, Business Development
Education
George Mason University 1996 — 2000
Bachelor of Science, Business Management
Oakton High School
HIS Sign, L.L.C. June 2015 - Present
Global Institute of Forensic Research October 2014 - 2015
Clarabridge March 2013 - January 2014
CFRA Research October 2010 - March 2013
CFRA Research June 2008 - October 2010
CFRA Research November 2005 - June 2008
MSCI Inc. February 2005 - December 2005
MSCI Inc. September 2001 - February 2005
Skills
Account Management, CRM, Sales, Project Management, Investments, Cold Calling, Hedge Funds, Competitive Analysis, Sales Operations, Training, Asset Management, Sourcing, Management, Business Development
Education
George Mason University 1996 — 2000
Bachelor of Science, Business Management
Oakton High School
Brendan McAuley's CFRA Research Experience May 2015 - Present
Job Institutional Sales and Account Management at CFRA
Industry Financial Services
Experience
CFRA Research May 2015 - Present
eVestment September 2014 - May 2015
Oppenheimer & Co. August 2011 - September 2014
Dreyfus Funds (BNY Mellon) May 2008 - August 2011
Education
UNC Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Sacred Heart University 2003 — 2007
Bachelor's Degree
Diseart Center for Irish Culture
CFRA Research May 2015 - Present
eVestment September 2014 - May 2015
Oppenheimer & Co. August 2011 - September 2014
Dreyfus Funds (BNY Mellon) May 2008 - August 2011
Education
UNC Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Sacred Heart University 2003 — 2007
Bachelor's Degree
Diseart Center for Irish Culture
Daniel Mahoney, CFA, CPA's CFRA Research Experience September 2011 - Present
Job Director of Research, CFRA
Industry Investment Management
Experience
CFRA Research September 2011 - Present
MSCI Inc. August 2010 - February 2012
RiskMetrics Group, Inc. August 2007 - August 2010
CFRA Research May 2003 - August 2007
Deloitte & Touche June 1997 - June 2001
Skills
Equity Research, Forensic Accounting, Hedge Funds, Financial Analysis, Financial Statement..., Equities, Alternative Investments, Equity Valuation, Asset Managment, Investments, Capital Markets, Asset Allocation, Investment Management, Securities, Institutional...
Education
University of Michigan 2001 — 2003
MBA, Finance
College of the Holy Cross 1993 — 1997
BA, Accounting
Delbarton School 1989 — 1993
CFRA Research September 2011 - Present
MSCI Inc. August 2010 - February 2012
RiskMetrics Group, Inc. August 2007 - August 2010
CFRA Research May 2003 - August 2007
Deloitte & Touche June 1997 - June 2001
Skills
Equity Research, Forensic Accounting, Hedge Funds, Financial Analysis, Financial Statement..., Equities, Alternative Investments, Equity Valuation, Asset Managment, Investments, Capital Markets, Asset Allocation, Investment Management, Securities, Institutional...
Education
University of Michigan 2001 — 2003
MBA, Finance
College of the Holy Cross 1993 — 1997
BA, Accounting
Delbarton School 1989 — 1993
Derek Aherne's CFRA Research Experience December 2012 - Present
Job Industrials Analyst at CFRA
Industry Financial Services
Experience
CFRA Research December 2012 - Present
Primatics Financial December 2011 - December 2012
Hatteras Funds May 2010 - August 2010
Cambridge Associates March 2006 - June 2009
Atlanta Braves May 2005 - October 2005
Fidelity Investments May 2004 - August 2004
Skills
Financial Modeling, Corporate Finance, Valuation, Fixed Income, Investments, Financial Analysis, Bloomberg, Due Diligence, Portfolio Management, Asset Managment, Alternative Investments, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA
Wake Forest University 2001 — 2005
Bachelor of Science, Major: Business; Minor: International Studies
CFRA Research December 2012 - Present
Primatics Financial December 2011 - December 2012
Hatteras Funds May 2010 - August 2010
Cambridge Associates March 2006 - June 2009
Atlanta Braves May 2005 - October 2005
Fidelity Investments May 2004 - August 2004
Skills
Financial Modeling, Corporate Finance, Valuation, Fixed Income, Investments, Financial Analysis, Bloomberg, Due Diligence, Portfolio Management, Asset Managment, Alternative Investments, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA
Wake Forest University 2001 — 2005
Bachelor of Science, Major: Business; Minor: International Studies
Peter de Boer's CFRA Research Experience 2013 - Present
Job CEO at CFRA
Industry Financial Services
Experience
CFRA Research 2013 - Present
S&P Capital IQ 2007 - 2013
Morgan Stanley 2005 - 2007
JPMorgan Chase 1993 - 2005
Skills
Capital Markets, Hedge Funds, Business Strategy, Fixed Income, Equities, Investment Banking, Valuation, Product Development, Leadership, Private Equity, Financial Services, Asset Management, Market Data, Emerging Markets, Derivatives, Trading, Securities, Risk Management, Financial Modeling, Mergers & Acquisitions, Financial Markets, Finance, Portfolio Management, Bonds, Bloomberg, Securitization, Structured Products, Financial Risk, Alternative Investments, Structured Finance, Equity Research, Venture Capital, Investments, Corporate Finance, Due Diligence, Strategic Leadership, Private Placements, Corporate Development
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA
Union College 1989 — 1993
BA
CFRA Research 2013 - Present
S&P Capital IQ 2007 - 2013
Morgan Stanley 2005 - 2007
JPMorgan Chase 1993 - 2005
Skills
Capital Markets, Hedge Funds, Business Strategy, Fixed Income, Equities, Investment Banking, Valuation, Product Development, Leadership, Private Equity, Financial Services, Asset Management, Market Data, Emerging Markets, Derivatives, Trading, Securities, Risk Management, Financial Modeling, Mergers & Acquisitions, Financial Markets, Finance, Portfolio Management, Bonds, Bloomberg, Securitization, Structured Products, Financial Risk, Alternative Investments, Structured Finance, Equity Research, Venture Capital, Investments, Corporate Finance, Due Diligence, Strategic Leadership, Private Placements, Corporate Development
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA
Union College 1989 — 1993
BA
Stacy Iamele's CFRA Research Experience September 2008 - Present
Job Vice President, Account Manager at CFRA
Industry Financial Services
Experience
CFRA Research September 2008 - Present
ISS Institutional Shareholder Services April 2006 - September 2008
bigdough 2002 - 2006
Deutsche Bank Securities April 1999 - April 2002
Skills
Hedge Funds, Equities, Equity Research, Asset Managment, Capital Markets, Key Account Management, Client Development, Insurance
Education
Clemson University 1991 — 1995
BS, Financial Management
CFRA Research September 2008 - Present
ISS Institutional Shareholder Services April 2006 - September 2008
bigdough 2002 - 2006
Deutsche Bank Securities April 1999 - April 2002
Skills
Hedge Funds, Equities, Equity Research, Asset Managment, Capital Markets, Key Account Management, Client Development, Insurance
Education
Clemson University 1991 — 1995
BS, Financial Management
Stephen Stone, CFA's CFRA Research Experience July 2013 - October 2014
Job Equity Research Associate at Cowen and Company
Industry Financial Services
Experience
Cowen and Company December 2014 - Present
CFRA Research July 2013 - October 2014
Sidoti & Company, LLC December 2011 - July 2013
Credit Agricole CIB July 2009 - December 2011
Elon University April 2006 - May 2009
Elon University August 2005 - May 2009
Ernst & Young June 2008 - August 2008
LabCorp June 2008 - August 2008
Skills
Bloomberg, Risk Management, Valuation, Bloomberg Terminal, Analysis, Accounting, Investments, Auditing, Internal Controls, Financial Modeling, Financial Analysis, Equity Research, Microsoft Excel
Education
Elon University 2005 — 2009
Bachelors of Science, Double Major in Accounting and Business Administration with a Concentration in Finance
Cowen and Company December 2014 - Present
CFRA Research July 2013 - October 2014
Sidoti & Company, LLC December 2011 - July 2013
Credit Agricole CIB July 2009 - December 2011
Elon University April 2006 - May 2009
Elon University August 2005 - May 2009
Ernst & Young June 2008 - August 2008
LabCorp June 2008 - August 2008
Skills
Bloomberg, Risk Management, Valuation, Bloomberg Terminal, Analysis, Accounting, Investments, Auditing, Internal Controls, Financial Modeling, Financial Analysis, Equity Research, Microsoft Excel
Education
Elon University 2005 — 2009
Bachelors of Science, Double Major in Accounting and Business Administration with a Concentration in Finance
Marissa Rich's CFRA Research Experience September 2014 - Present
Job Institutional Sales at CFRA Research
Industry Financial Services
Experience
CFRA Research September 2014 - Present
FactSet May 2014 - September 2014
The Clearing House August 2010 - 2014
P&L Consulting Group 2009 - 2010
LECG 2006 - 2009
LECG 2005 - 2006
Skills
Due Diligence, Business Intelligence, Risk Management, Business Valuation, Management Consulting, Mergers & Acquisitions, Private Equity, Analytics, Financial Reporting, Microsoft Excel, Data Mining, Analysis, Derivatives, Business Process..., Financial Modeling, Investment Banking, Business Analysis, Financial Analysis, Securities, Enterprise Risk..., Portfolio Management, Change Management, Valuation, Requirements Analysis, Fixed Income, Equities, Financial Risk, Strategic Planning, Asset Managment, Mergers, Litigation Support, Business Process..., Data Analysis, Statistics, Project Management, Process Improvement, Corporate Finance, Financial Services, Finance, Fraud, Program Management, Capital Markets, Business Strategy, Economics
Education
Fordham University 2000 — 2004
Fashion Institute of Technology
CFRA Research September 2014 - Present
FactSet May 2014 - September 2014
The Clearing House August 2010 - 2014
P&L Consulting Group 2009 - 2010
LECG 2006 - 2009
LECG 2005 - 2006
Skills
Due Diligence, Business Intelligence, Risk Management, Business Valuation, Management Consulting, Mergers & Acquisitions, Private Equity, Analytics, Financial Reporting, Microsoft Excel, Data Mining, Analysis, Derivatives, Business Process..., Financial Modeling, Investment Banking, Business Analysis, Financial Analysis, Securities, Enterprise Risk..., Portfolio Management, Change Management, Valuation, Requirements Analysis, Fixed Income, Equities, Financial Risk, Strategic Planning, Asset Managment, Mergers, Litigation Support, Business Process..., Data Analysis, Statistics, Project Management, Process Improvement, Corporate Finance, Financial Services, Finance, Fraud, Program Management, Capital Markets, Business Strategy, Economics
Education
Fordham University 2000 — 2004
Fashion Institute of Technology
Caroline Tyburczy Donohue's CFRA Research Experience March 2015 - Present
Job Consultant at CFRA Research
Industry Financial Services
Experience
CFRA Research March 2015 - Present
CFRA Research July 2010 - July 2014
JP Morgan Chase June 1995 - May 2008
Education
Georgetown University 1991 — 1995
BSBA, Finance
CFRA Research March 2015 - Present
CFRA Research July 2010 - July 2014
JP Morgan Chase June 1995 - May 2008
Education
Georgetown University 1991 — 1995
BSBA, Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY