Cleveland Research Company
Address: 1375 E 9th St #2700, Cleveland, OH 44114 Phone: (216) 649-7250Place name: Hours: Category: : : Website: : : : : Website: http://www.cleveland-research.com/ Category: Research institute Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Cleveland Research Co Posting publicly on the Web Write a review Reviews 3 Google reviews
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Cleveland Research Company Employees
Michael L Runyan Foundation January 2011 - Present
Cleveland Research Company June 2006 - Present
FTN Midwest Securities May 2001 - June 2006
Skills
Financial Modeling, Equities, Hedge Funds, Equity Research, Investments
Education
Baldwin Wallace University 1997 — 2001
Bachelor of Arts (B.A.), Business Administration and Management, General
Avondale Partners July 2014 - Present
Cleveland Research Company May 2013 - August 2013
Office Depot May 2012 - August 2012
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Access, ThomsonOne, Financial Analysis, Engaging Public Speaker, Written Communication, Proposal Writing, IT2 Treasury Workstation, Valuation, Public Speaking, Microsoft Office, Social Media, Equity Research, Investment Banking, Data Analysis, Investor Relations, Financial Modeling, Research
Education
University of Notre Dame - Mendoza College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Public Policy, Cum Laude
Watchung Hills Regional High School
Cleveland Research Company January 2015 - Present
Cleveland Research Company January 2014 - January 2015
Grabbagreen April 2013 - February 2014
Edelman Berland April 2013 - October 2013
LifeLine Response April 2012 - March 2013
Cook County Public Defender's Office January 2012 - April 2012
Streeterville Chamber of Commerce August 2011 - December 2011
Skills
Research, Market Research, Highly motivated..., Primary Research, Data Analysis, Critical Thinking, Oral and Written..., Adaptability, Secondary Research, Microsoft Excel
Education
Loyola University of Chicago 2008 — 2012
Bachelor of Arts (B.A.), History
Firestone High School 2004 — 2008
International Baccalaureate Diploma
Stanford University 2007 — 2007
Stanford Summer Session
Goldman Sachs August 2014 - Present
Credit Suisse January 2014 - July 2014
Credit Suisse September 2012 - January 2014
Bloomberg LP August 2010 - August 2012
Cleveland Research Company May 2008 - September 2009
Education
Case Western Reserve University 2006 — 2010
BA, BS:, BA in Economics, BS in Management/Finance
Self Employed September 2012 - Present
Cleveland Research Company May 2015 - August 2015
GGV Capital December 2014 - May 2015
Fisher College of Business January 2014 - May 2015
Bloomberg LP July 2014 - December 2014
Lawrence, Evans & CO., LLC May 2014 - September 2014
Bloomberg LP July 2013 - July 2014
Relativity Media January 2013 - March 2014
Investment Partners, LTD May 2013 - August 2013
GNC February 2012 - May 2013
Skills
Leadership, Investments, Financial Analysis, Public Relations, Microsoft Excel, Investment Research, Entrepreneurship, Strategy, Investment Banking, Problem Solving
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2015
BSBA, Specialization: Finance Investment Management; Minor: Entrepreneurship, Major: 3.2 Minor: 3.5
Bloomberg Institute, BAT Campus Ambassadors 2013 — 2014
Campus Ambassador Program, Capital Markets, July 2014 Composite: 610
Tuscarawas Central Catholic High School 2006 — 2010
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, 3.8
Cleveland Research Company April 2014 - Present
WorkforceLogic December 2012 - June 2013
Conectas Direitos Humanos June 2011 - August 2011
Skills
Market Research, Mobile Devices, Virtualization, Cloud Computing, Data Center, Mentoring, Management, Business Development, Leadership, Data Analysis, Analysis, Business Strategy, Avionics, Marine Electronics, Financial Modeling, Network Security, Enterprise Content..., Research, Managed Print Services
Education
Brown University 2008 — 2012
Bachelor's Degree, Development Economics and International Development; Portuguese and Brazilian Studies
Universidade Estadual Paulista Júlio de Mesquita Filho 2007 — 2008
Cleveland Research Company May 2012 - August 2012
The Home Depot May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Market Research, Social Media, Competitive Analysis, Research, Microsoft Office, Data Analysis, Marketing, Market Analysis, Public Speaking, Event Planning, Microsoft Word, Financial Modeling, Spanish
Education
University of Notre Dame 2009 — 2013
Bachelor of Arts (BA), Political Science and Government, Arabic, 3.137
The Townsend Group February 2014 - Present
Cleveland Research Company May 2013 - August 2013
JPMorgan Chase June 2012 - August 2012
Great American Insurance June 2011 - August 2011
Skills
Management, Risk Management, Finance, Market Research, Research, Financial Modeling, Public Speaking, Financial Analysis, Forecasting, Competitive Analysis, Investments, Economics, Portfolio Management
Education
2016 Level III Candidate in the CFA Program
Miami University 2009 — 2013
Finance
Shanghai University of Finance and Economics 2012 — 2012
Chinese Studies
Cleveland Research Company August 2014 - Present
Laidlaw & Company December 2013 - August 2014
The Talent Group 2012 - 2013
Skills
Arts Administration, Acting, Vocals, Entertainment Management, Office Administration, Event Management, Event Planning, Bartending, Fashion, Business Development, Organizational..., Non-profit..., Non-profit Board..., Nonprofits, Grant Preparation, Grant Administration, Administrative..., People-oriented, Connecting People, Sports Management, Visual Communication, Internal Communications, Internal Resourcing
Education
Baldwin Wallace University 2009 — 2013
Bachelor of Music, Musical Theatre
Baldwin Wallace University 2009 — 2013
Bachelor of Music
Flyer Consulting January 2015 - Present
Cleveland Research Company May 2015 - Present
Davis Center For Portfolio Management April 2014 - Present
Meierjohan Building Group June 2014 - August 2014
Northern Technical Group May 2010 - August 2013
Panera Bread November 2011 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Windows, Event Planning, Time Management
Education
University of Dayton 2012 — 2016
Applied Mathematical Economics & Finance
Cleveland Research Company April 2014 - Present
Cleveland Research Company April 2014 - Present
Casa Flotante May 2013 - December 2013
WorkForce Logic December 2012 - June 2013
Ohio Citizen Action August 2012 - October 2012
Brown University September 2008 - May 2012
Conectas Human Rights June 2011 - August 2011
Department for Assistance of Solidarity Economy June 2010 - August 2010
Skills
Human Rights, Economics, Higher Education, Stata, Research, Spanish, Data Analysis, PowerPoint, Public Speaking, Microsoft Office, Statistics, Microsoft Excel, Qualitative Research, Teaching, Nonprofits, Social Media, Editing, Fundraising, International Relations, Event Planning, Microsoft Word
Education
Brown University 2008 — 2012
Bachelor of Arts (BA), Global Development Studies with Honors, Portuguese and Brazilian Studies
UNESP - Universidade Estadual Paulista 2007 — 2008
Cleveland Research Company June 2006 - Present
FTN Midwest Securities April 2002 - June 2006
American Express Financial Advisors September 2001 - March 2002
Skills
Financial Modeling, Valuation, Competitive Analysis, Financial Analysis, Finance, Investments, Management, Forecasting, Equity Research, Analysis, Market Research, Business Development
Education
The Ohio State University 1997 — 2001
Biology, Microbiology
ChannelAdvisor January 2014 - Present
Intel Corporation July 2012 - January 2014
Intel Corporation July 2011 - July 2012
Cleveland Research Company June 2010 - July 2010
BNSF Railway July 2006 - June 2009
Skills
Financial Analysis, Excel, Enterprise Systems..., Cost Accounting, Inventory Valuation, Data Analysis, Managerial Finance, Microsoft SQL Server, Analysis, Forecasting, Microsoft Excel, Financial Modeling, Manufacturing, Analytics, Management, Cross-functional Team...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Finance
University of Oklahoma 2002 — 2006
BS, Mechanical Engineering
Cleveland Research Company June 2014 - Present
BioRid Technologies - A start-up in the Medical Device industry August 2013 - June 2014
Forest Laboratories 2013 - 2013
The Center for Entrepreneurship and Technology Commercialization 2012 - 2013
University of Toledo Medical Center 2008 - 2013
Skills
Cell Culture, Cell Biology, Molecular Biology, Immunology, Clinical Research, Flow Cytometry, Monoclonal Antibodies, Immunohistochemistry, Western Blotting, Research, Healthcare, R&D, Lifesciences, Market Research, Market Assessments, Financial Modeling, Immunotherapy, Business Development, Pharmaceutical Industry, Biologics, Antibodies, Biotechnology, Business Valuation, Life Science Asset..., Start-ups, Equity Research, Medical Devices, Life Sciences
Education
University of Toledo
Master of Business Administration (M.B.A.)
University of Toledo Medical Center
Doctor of Philosophy (Ph.D.), Biomedical Sciences (Immunology)
Bowling Green State University
B.S., Biology
Cleveland Research Company November 2009 - Present
The BG News May 2008 - May 2009
Sigma Kappa Sorority August 2004 - May 2008
Skills
Social Media, Event Planning, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Research, Marketing, Social Networking, Microsoft Word, Time Management, Leadership, Nonprofits, Facebook, Public Speaking, Data Analysis, Adobe Creative Suite, Market Research, InDesign, Blogging, Spanish, Photoshop, Strategic Planning, Social Media Marketing, Sales, Outlook
Education
Bowling Green State University 2004 — 2009
BS, Visual Communication Technology, Music
Cleveland Research Company May 2015 - Present
Solomon Global Holdings INC. January 2015 - Present
Buckeye Capital Investors August 2014 - Present
Alpha Kappa Psi - Mu Chapter February 2014 - Present
Phi Sigma Kappa Fraternity January 2014 - Present
PwrdBy November 2013 - September 2014
College Works Painting October 2013 - September 2014
Skills
Leadership, Business Development, Project Management, Public Speaking, PowerPoint, Time Management, Microsoft Excel, Microsoft Office, Cold Calling, Customer Service, Innovation Consulting, Creative Strategy, Business Model...
Education
The Ohio State University 2013 — 2017
Bachelor of Science in Business Administration (BSBA), Finance, GPA : 3.63
Buckeye Valley High School 2009 — 2013
High School Diploma
Cleveland Research Company July 2014 - Present
Extreme Clean May 2012 - August 2013
Miami University May 2012 - August 2013
Miami University August 2011 - May 2012
Eis Design May 2011 - August 2011
Skills
Pragmatic Economics, International Economics, Political Science, Philosophy, Communication, Management, Software Documentation, Investments, Microsoft Office, Forecasting, Strategic Planning, Microsoft Excel
Education
Miami University 2010 — 2014
Bachelor of Arts and Sciences, Political Science, Philosophy, and Economics, 3.55
Tinora High School 2006 — 2010
Cleveland Research Company January 2008 - Present
Skills
Series 7
Education
Miami University 2003 — 2007
Bachelor's degree
Beaumont High School 2000 — 2003
THE SHIDLER GROUP 2015 - Present
Bank of Hawaii 2014 - 2015
Cleveland Research Company 2010 - 2014
Progressive Insurance 2009 - 2009
Skills
Series 7, FINRA, Series 63, Market Research, Competitive Analysis, Financial Modeling, Market Analysis, Strategic Planning, Financial Analysis, Equity Research, Marketing, Research, Finance, Analysis, Data Analysis, Lifesciences, Valuation
Education
Miami University
Bachelor of Science (B.S.), Business Economics and History, 3.88
Cleveland Research Company May 2015 - Present
Bank of America Merrill Lynch May 2014 - August 2014
Cleveland Research Company May 2013 - August 2013
The Paragon Group May 2012 - August 2012
The Golf Club May 2008 - August 2012
Skills
Research, Social Media, PowerPoint, Interviews, Microsoft Word, Data Analysis, Access, Competitive Analysis, Microsoft Office, Microsoft Excel, Financial Modeling, Market Research, Investments
Education
Miami University 2011 — 2015
Bachelor’s Degree, Finance, Accountancy
Training the Street
The Columbus Academy 2007 — 2011
High School
Heartland Advisors, Inc. September 2015 - Present
Heartland Advisors, Inc. April 2010 - Present
Cleveland Research Company June 2009 - September 2009
MF Global August 2007 - December 2007
Education
Hope College 2005 — 2009
Bachelor of Arts, Finance
EdgePoint Capital Advisors August 2014 - Present
Confidential Single Family Office January 2012 - June 2014
Cleveland Research Company April 2008 - January 2012
Equity Trust Company June 2005 - April 2008
Skills
Series 7, Investments, Equity Research, Equities, Financial Modeling, Portfolio Management, Asset Management, Valuation, Financial Analysis, Bloomberg, Due Diligence, Series 63, Market Analysis, Alternative Investments, Capital Markets, Hedge Funds, Equity Valuation, Mergers, Private Equity, Investment Banking, Business Development, Corporate Finance, Management, Finance, Corporate Development, Investment Management, Financial Markets, Venture Capital, Trading, Emerging Markets, Fixed Income, Derivatives, Securities, Mutual Funds, Business Valuation, Analysis, Strategy, Wealth Management, Leadership, Asset Allocation, Investment Strategies, Financial Structuring
Education
Cleveland State University 2006 — 2008
MBA, Finance
Central Michigan University 2000 — 2005
BA
Cleveland Research Company August 2012 - Present
iCIMS May 2011 - August 2011
iCIMS June 2010 - June 2011
Kelley School of Business September 2009 - December 2009
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science, Finance, Business Economics, Music
Holmdel High School 2004 — 2008
high school diploma
PNC Investments January 2014 - Present
PNC June 2010 - December 2013
Cleveland Research Company June 2006 - April 2010
FTN Midwest December 2003 - June 2006
Education
Baldwin Wallace University 1997 — 2001
Bachelor's Degree, Business Administration & Economics
Cleveland Research Company June 2015 - Present
Skills
Competitive Analysis, Marketing, Market Research, Analysis, Lead Generation, Email Marketing, Social Media Marketing, Budgets
Education
University of Notre Dame - Mendoza College of Business 2006 — 2010
Bachelor's of Business Administration, Marketing, Film Television & Theater
University of Notre Dame Australia 2008 — 2008
Business
University of Notre Dame
PulteGroup May 2015 - Present
The Coral Company July 2014 - 2015
Case Western Reserve University August 2013 - July 2014
Cleveland Museum of Art August 2013 - July 2014
Cleveland Research Company June 2012 - August 2013
University of California, Riverside October 2011 - March 2012
Fiesta Development, Inc. 2006 - 2008
Watt Communities, Inc. 2004 - 2006
Alexander Communities 1999 - 2003
Skills
Microsoft Office, Notary Public, BuilderTREND, Master Builder, Customer Service, Home Warranty, Purchasing, Contract Negotiation, Material Selection, Vendor Management, Scheduling, Customer Relations
Education
University of California, Los Angeles 2008 — 2010
BA, Art History
University of California, Riverside 2010 — 2012
MA, Art History
Cleveland Research Company October 2012 - Present
Save-A-Lot July 2011 - September 2012
Office of Representative Patrick J. Tiberi [OH-12] May 2011 - June 2011
Office of Representative John A. Boehner [OH-8], Speaker of the House March 2011 - April 2011
Keidan Financial Consultants, LLC June 2010 - March 2011
Skills
Research, Data Analysis, Sales, Public Speaking, Management, Calculations, Leadership
Education
The Ohio State University 2007 — 2011
Bachelor of Science, Business Administration with a specialization in Marketing
The Ohio State University - The Max M. Fisher College of Business 2007 — 2011
Bachelor of Science, Business Administration with a specialization in Marketing
Spiceworks December 2014 - Present
Hyland Software June 2012 - November 2014
Downtown Cleveland Alliance March 2012 - February 2014
Cleveland Research Company August 2009 - May 2012
Cleveland Research Company July 2008 - May 2012
Ashland City Schools 2008 - 2008
Skills
Healthcare, Enterprise Content..., Research, Public Speaking, Data Analysis, Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Project Management, Process Improvement, Leadership, Recruiting, Higher Education, Strategic Planning, Management, Marketing, Account Management, Strategy, Salesforce.com, Sales, Training, CRM
Education
Baldwin Wallace University 2010 — 2014
MBA, Human Resources
Ohio University 2003 — 2007
Integrated Language Arts, Education
Cleveland Research Company June 2006 - Present
FTN Midwest Securities January 2001 - June 2006
Midwest Research Group May 1997 - December 2000
U.S. Bank June 1992 - August 1996
Skills
Equity Sales, Equities, Equity Research, Investments, Sports Coaching, Institutional, Series 7, Series 63, Equity Valuation, Capital Markets, Trading, Management, Banking
Education
Weatherhead School of Management at Case Western Reserve University 1996 — 1998
Master of Business Administration (MBA), Finance, General
Miami University 1984 — 1989
Bachelor of Science (BS), Public Finance
Cleveland Research Company September 2012 - Present
Skills
Event Planning, PowerPoint
Education
Marietta College 2008 — 2012
Education
Citymark Capital August 2015 - Present
Cleveland Research Company May 2015 - August 2015
Ohio State Student Investment Management January 2015 - May 2015
Strata Financial Group August 2013 - May 2015
MedWaste Ohio March 2014 - January 2015
Maseo Fitness December 2013 - April 2014
Ohio State University Office of Student Life May 2013 - August 2013
Skills
Microsoft Office, Communication, Tenacious Work Ethic, Equity Research, Financial Modeling, Critical Thinking, Sales, Customer Service, Financial Analysis, Teamwork, Commercial Real Estate
Education
The Ohio State University 2011 — 2015
Bachelor's Degree, Investment Finance, Major GPA- 3.5
Avon High School 2007 — 2011
High School, PSEO, Advanced Placement, and Honors, 4.1
Cleveland Research Company May 2015 - August 2015
Miami University February 2014 - May 2015
Haven of Rest Ministries December 2014 - January 2015
Arnold Design Group June 2013 - January 2014
Mental Health & Recovery Board of Portage County July 2013 - August 2013
InsureOne Benefits September 2012 - October 2012
Skills
Strategic Communications, Social Media, News Writing, Online Research, Public Speaking, Blogging, Feature Articles, Facebook, Microsoft Office, PowerPoint, Research, Social Media Marketing, Public Relations, Press Releases, Writing, Microsoft Excel, AP Style, Editing, Market Research
Education
Miami University 2012 — 2016
Bachelor of Arts (BA), Professional Writing & Strategic Communication, Senior
Cleveland Research Company April 2014 - Present
Creekside Restaurant & Bar 2011 - April 2014
Radiometer America 2012 - 2013
FTN Equity Capital Markets 1999 - 2010
Skills
Customer Service, Marketing, Sales, Customer Satisfaction, Editing, Microsoft Excel, Management, Microsoft Office, Data Entry, Outlook, Training, Public Speaking, PowerPoint, Microsoft Word, Research
Education
Cleveland State University
B.A., Communications
PSH
Brown University January 2015 - Present
Brown University August 2014 - Present
World Resources Institute June 2015 - August 2015
Cleveland Research Company June 2014 - August 2014
Ms. JD June 2013 - August 2013
WilsonDailyPrep July 2012 - September 2012
Education
Brown University 2013 — 2017
Bachelor's Degree, Public Policy, GPA: 3.93
Middlebury College 2015 — 2015
Middlebury FoodWorks Fellowship
Hawken School 2009 — 2013
GPA: 4.08
Travelers July 2014 - Present
Grosvenor Capital Management, L.P May 2013 - August 2013
Cleveland Research Company May 2012 - August 2012
Education
University of Notre Dame 2011 — 2014
Bachelor of Arts, Economics
University of Notre Dame London Undergraduate Program
Case Western Reserve University 2010 — 2011
Big Heart Pet Brands August 2015 - Present
The Green Bench Film July 2014 - June 2015
Cleveland Research Company July 2012 - June 2014
Cleveland Research Company May 2011 - August 2011
Investment Club January 2011 - August 2011
Student International Business Council (SIBC) January 2010 - May 2011
Union Bank May 2010 - August 2010
Development Phone Center September 2009 - May 2010
Marvkap, Inc July 2009 - August 2009
Skills
Financial Modeling, Finance, Research, Financial Analysis, Microsoft Excel, Valuation, Business Strategy, Agribusiness, Channel Research, PowerPoint, Microsoft Office, Microsoft Word, Corporate Finance, Investment Management, Equity Research, Equity Valuation, Financial Accounting, Financial Statement..., Commodity Markets, Data Analysis, FactSet, Thomson Reuters Baseline
Education
University of Notre Dame 2008 — 2012
Bachelor, Business Administration; Finance & History; Business
University of Notre Dame - Mendoza College of Business 2008 — 2012
BBA, Finance & History
Ohio Chamber of Commerce September 2014 - Present
Industrial Energy Users-Ohio September 2013 - September 2014
Ohio Attorney General's Office November 2011 - August 2013
Ohio House of Representatives December 2010 - November 2011
Ohio Senate January 2009 - December 2010
Cleveland Research Company May 2007 - September 2007
Education
Miami University 2004 — 2008
Bachelor's Degrees
Cleveland Research Company May 2013 - August 2013
Education
Miami University 2011 — 2015
Finance, General
Orono High School 2008 — 2011
EY July 2014 - Present
EY September 2012 - July 2014
Cleveland Research Company May 2011 - August 2011
American Endowment Foundation May 2010 - August 2010
Skills
Leadership, Microsoft Office, Financial Analysis, Research, Microsoft Excel, Market Research, Finance, PowerPoint, Financial Modeling, Public Speaking, Enterprise Risk..., Microsoft Word, Non-profits, Risk Assessment, Business Process..., Equity Research, Project Management
Education
Miami University 2008 — 2012
Bachelor of Science (B.S.), Finance
Hudson High School 2004 — 2008
Music of the Heart 2010 - Present
Cleveland Research Company June 2015 - August 2015
State Farm June 2014 - August 2014
Atayne, LLC June 2013 - August 2013
The Centers for Families and Children January 2013 - May 2013
Ohio College Access Network January 2012 - August 2012
HandsOn Central Ohio June 2011 - August 2011
Skills
Entrepreneurship, Nonprofits, Social Media, Public Speaking, Leadership Development, Social Entrepreneurship, Youth Leadership, Strategic Planning, Microsoft Excel, SPSS, Matlab
Education
Case Western Reserve University 2012 — 2016
Bachelor of Science, Marketing, Finance; Minors: Economics, Public Policy
National University of Singapore
Johann Wolfgang Goethe-Universität Frankfurt am Main 2014 — 2014
Gahanna Lincoln High School 2008 — 2012
Valedictorian
PNC November 2013 - Present
Bank of America June 2013 - October 2013
Bank of America November 2012 - June 2013
Bank of America January 2009 - November 2012
Bank of America January 2008 - January 2009
Cleveland Research Company January 2007 - August 2007
Skills
Financial Analysis, Equity Research, Finance, Market Research, Banking, Credit, Credit Risk, Loans, Forecasting, Analysis, Corporate Finance, Investments, Competitive Analysis, Business Strategy, Sales, Budgets, Management, Risk Management, Commercial Banking, Financial Risk, Customer Service, Process Improvement, Data Analysis, Negotiation, Credit Analysis, Fixed Income, Asset Managment, Microsoft Excel, Strategic Planning, Retail Banking
Education
Cleveland State University
Master of Business Administration
Cleveland State University
Bachelor of Business Administration, Finance
Cleveland Research Company January 2015 - Present
Cleveland Research Company May 2013 - Present
BioEnterprise January 2012 - January 2013
Great Wall Securities June 2012 - August 2012
Citi October 2010 - February 2011
China Everbright Bank June 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Market Research, Competitive Analysis, SAS, Bloomberg, Excel, Enterprise Valuation, Risk Management, Microsoft Excel, Due Diligence, Financial Accounting, Financial Management, Retail Banking, Entrepreneur, FactSet, Tableau, Programming
Education
Case Western Reserve University - Weatherhead School of Management 2011 — 2013
Master of Science (MS), Finance, General, 4.0
Beijing Jiaotong University 2007 — 2011
Bachelor of Science (BS), Finance, General, 3.7
Miami University 2009 — 2009
Finance, General, 3.5
Cleveland Research Company August 2012 - Present
Downtown Cleveland Alliance March 2014 - Present
Skills
Research, Data Analysis, Social Media, Competitive Analysis, Public Speaking, Business Development, Business Strategy, Marketing, Market Research, Analysis, Leadership, Market Analysis
Education
Miami University 2007 — 2012
Bachelor of Science, Adolescent Social Studies Education
Gilmour Academy 2004 — 2007
Bank of America Merrill Lynch June 2015 - August 2015
Cleveland Research Company May 2014 - August 2014
Weld Plus, Inc. May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Java, HTML, Windows, Event Planning, Time Management, Market Research, Microsoft Office
Education
Miami University 2013 — 2016
Bachelor’s Degree, Finance and Accounting
Cleveland Research Company February 2014 - Present
Norfolk Public Schools August 2008 - January 2013
Common Ground Center June 2003 - August 2008
Skills
Adobe Creative Suite, Lesson Planning, Elementary Education, Teaching, Differentiated..., Educational Technology, Smartboard, TurningPoint, Microsoft Office, Classroom Management, Data Analysis
Education
Kent State University 2002 — 2006
Bachelor of Science, Early Childhood Education
Cuyahoga Community College 2012 — 2013
Associate of Arts (AA), Graphic Design
Zelman & Associates October 2013 - Present
Cleveland Research Company August 2012 - September 2013
Cleveland Research Company January 2009 - July 2012
Education
University of Dayton 2005 — 2008
BS, Finance, Economics
BMW Financial Services June 2015 - Present
Cleveland Research Company June 2015 - Present
Tiffin University August 2013 - May 2015
Tiffin University August 2012 - December 2012
Skills
Spanish, Market Research, Equity Research, Financial Services, Team Leadership, Cross Cultural..., Customer Service, Market Analysis, Marketing Strategy, Portuguese, Global Management, Finance, Financial Reporting, Budget Management, Fundraising Campaign..., Sports Marketing, International Expansion, Globalization, Business Strategy
Education
Tiffin University 2013 — 2015
Master of Business Administration (MBA), International Business, 3.8/4.0
Tiffin University 2009 — 2013
Bachelor of Business Administration, International Business and Marketing, 3.78/4.0
SIGMAnet 2014 - Present
EMC January 2013 - December 2014
Cleveland Research Company 2011 - 2012
KeyBank Student Managed Investment Fund 2010 - 2011
Skills
Sales, Financial Analysis, Cloud Computing, Market Research, Solution Selling, Relationship Management, Team Leadership, Salesforce.com, Forecasting, Business Networking, Customer Service, Sales Management, Training, Consulting, VMware, IT Solutions, Data Storage..., Data Analysis, Communication Skills, Portfolio Management, Equity Research, Product Marketing, Investments, Mobile Technology, Account Management, Strategic Partnerships, Channel Sales..., SaaS, New Business Development, SPIN Selling, Channel Partners, EMC, Virtualization, Storage, Lead Generation, Enterprise Software, Disaster Recovery, Network Security
Education
Cleveland State University 2009 — 2011
BBA, Finance, Economics
Ohio University 2007 — 2009
Management Information Systems
Cleveland Research Company October 2006 - Present
Skills
Financial Modeling, Market Research, Data Analysis
Education
University of Mount Union 1996 — 2000
Cleveland Research Company October 2007 - Present
Cleveland Research Company June 2006 - October 2007
FTN Midwest June 2003 - June 2006
FTN Midwest June 2003 - June 2004
Skills
Life Sciences, Financial Modeling, Healthcare, Ophthalmology, Fundamental Research, Aesthetics, HPLC, PCR, Medical Devices, Research, Breast Augmentation, Cosmetics, Lifesciences, Strategic Planning, Forecasting, Equity Valuation, Valuation, Competitive Analysis, Financial Analysis, Finance, Management, Market Research, Pharmaceutical Industry, Leadership, Equity Research
Education
Miami University 1999 — 2003
Bachelor of Science, Finance
Glenoak
Cleveland Research Company June 2006 - Present
FTN Midwest Research 2002 - 2006
Skills
Equity Research, Financial Modeling, Valuation, Financial Analysis, Portfolio Management, Equities, Series 7, Market Research, Bloomberg, Asset Managment, Investments, Private Equity, Competitive Analysis, Forecasting, Research, Investment Banking, DCF, Strategic Planning, Equity Valuation, Series 63, Finance
Education
Ohio Wesleyan University 1998 — 2002
Bachelor of Science (BS)
Cleveland Research Company April 2013 - Present
Cleveland Research Company March 2007 - April 2013
AXA Equitable August 2005 - February 2007
Skills
Financial Modeling, Competitive Analysis, Retail, Financial Analysis, Forecasting, Market Research, Finance, Market Analysis, Automotive, Automotive Aftermarket
Education
Ashland University 2001 — 2005
BA, Finance, Sport Communication
Strongsville High School 1997 — 2001
Cleveland Research Company June 2006 - Present
CRC 2006 - Present
FTN Midwest June 2002 - June 2006
FTN Equity Capital Markets 2002 - 2006
TLT Capital Corp October 2000 - June 2002
Education
Marquette University 2000 — 2002
Master of Business Administration (M.B.A.), Finance, General
The Hebrew University 1998 — 1998
Apocalyptic literature
University of St. Thomas - Opus College of Business 1994 — 1998
London School of Economics and Political Science, U. of London 1996 — 1996
Finance and Financial Management Services
Marquette University High School
Cleveland Research Company July 2006 - Present
Rebuilding Together November 2006 - November 2010
KeyBanc Capital Markets June 2004 - July 2006
Ronin Capital October 2002 - June 2004
Group One Trading, LP June 2000 - October 2002
Skills
Valuation, Equity Research, Equities, Portfolio Management, Financial Modeling, Series 7, Corporate Finance, Series 63, Capital Markets, Financial Analysis, Investments, Investment Banking, Asset Managment, Asset Management, Bloomberg, Options, Competitive Analysis, Private Equity
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Miami University 1996 — 2000
BS, Finance and Decision Sciences
Solon High School 1992 — 1996
KeyBank April 2014 - Present
Cleveland Research Company March 2012 - April 2014
Cleveland Research Company February 2007 - March 2012
The Sherwin Williams Company April 2004 - January 2006
United States Air Force March 2000 - January 2004
Skills
Financial Modeling, Financial Analysis, Market Research, Forecasting, Valuation, Data Analysis, Equity Research
Education
Cleveland State University 2004 — 2007
BBA, Finance
Cleveland Research Company June 2006 - Present
cleveland research 2006 - Present
Education
Baldwin Wallace University
Bachelor of Business Administration (B.B.A.), Financial Research, Market Research
MarshBerry October 2014 - Present
Cleveland Research Company May 2012 - September 2014
Cleveland Research Company January 2010 - May 2012
CRC June 2008 - December 2009
University of Notre Dame September 2005 - May 2008
Education
University of Notre Dame 2004 — 2008
BA, Marketing
Moen Incorporated September 2012 - Present
Newry Corp. January 2008 - September 2012
Cleveland Research Company June 2006 - February 2008
FTN Midwest Securities May 2005 - June 2006
Office Team 2004 - 2005
Ryan Homes May 2003 - September 2004
WOIO/WUAB 2001 - 2001
Fox Sports Net 2000 - 2000
Skills
Human Resources, Microsoft Excel, Management, Administrative..., Sales, Outlook, Event Planning, Customer Service, PowerPoint, Research, Recruiting, Travel Planning, Customer Satisfaction, Team Building, MS Excel Pivot Tables, Microsoft Publisher, Microsoft Word, Radio Broadcasting, Web Pages, Business Visas, Written & Oral..., Adult Education, ADDIE, Training & Development, Training Facilitation, Curriculum Design, Curriculum Assessment
Education
Cleveland State University 2014 — 2015
Training and Development
Baldwin-Wallace University 1999 — 2003
BA, Broadcasting and Business Management and Organization
Fredericktown High School
Notre Dame College
Education, Middle Childhood: Social Studies, Science, Reading Endorsement, Generalist Endorsement
KeyBanc Capital Markets April 2011 - Present
Global Hunter Securities February 2009 - April 2011
Cleveland Research Company June 2007 - December 2008
Education
Georgetown University - The McDonough School of Business 2004 — 2006
MBA, Finance
Claremont McKenna College 1997 — 2000
Bachelor's degree, Economics
Farm Credit Mid-America January 2013 - Present
Ag Credit September 2009 - January 2013
Cleveland Research Company May 2008 - September 2009
Oklahoma council of Public Affairs September 2007 - March 2008
Education
Oklahoma Christian University 2004 — 2008
BA in Business, Business
Northcoast Research January 2014 - Present
Northcoast Research January 2013 - December 2013
Northcoast Research July 2010 - December 2012
Northcoast Research January 2010 - July 2010
Cleveland Research Company October 2009 - December 2009
Braxton Educational and Technology Consulting January 2009 - June 2009
Golf Channel May 2007 - September 2008
Hans H. Jenny Investment Club September 2005 - May 2008
The College of Wooster January 2006 - May 2006
Skills
Portfolio Management, Analysis, Research, Management, Financial Modeling, Event Management, Strategy, Investments, Start-ups, Economics, Business Planning, Valuation, Financial Analysis, Market Research, Leadership
Education
The College of Wooster 2004 — 2008
BA, Business Economics, History
Green Circle Growers April 2009 - Present
Cleveland Research Company March 2009 - June 2009
Skills
Active Directory, Windows Server, HTML, Troubleshooting, Computer Hardware, Operating Systems, XP, Servers, Windows Networking, Handheld Devices, Cell Phones, Android, Apple, Blackberry Enterprise..., Symbol Handheld Scanners, Tablets
Education
Ohio Valley University 2005 — 2008
Bachelor of Science (B.S.), Information Technology, 3.7
Lorain County Community College 2003 — 2005
3.7
Rosenblatt Securities August 2015 - Present
The Olin Research Group May 2015 - Present
Cleveland Research Company July 2006 - May 2015
Longbow Research February 2003 - February 2006
Skills
Equity Research, Financial Modeling, Valuation, Competitive Analysis, Market Research, Series 7, Data Analysis, Financial Analysis, Series 63, Microsoft Excel, Research, Forecasting, Bloomberg, PowerPoint
Education
Eastern Michigan University 1995 — 1998
Bachelor of Applied Science (BASc), Economics
Mount Union College 1993 — 1994
Olmsted Falls High School (OFHS) 1990 — 1993
Diploma
Latham & Watkins February 2011 - October 2012
UCLA Paralegal Training Program September 2010 - December 2010
DIRECTV, May 2008 - June 2010
Cleveland Research Company May 2007 - March 2008
Skills
Research, Market Research, Public Relations, Microsoft Excel
Education
University of California, Los Angeles 2002 — 2006
B.S., International Economics
Cleveland Research Company December 1999 - Present
GE Capital January 1998 - December 1999
GE Capital January 1997 - December 1999
Skills
Equity Research, Financial Modeling, Financial Analysis, Competitive Analysis, Market Research, Finance, Forecasting, Market Analysis, Data Analysis, Strategic Planning, Research, Business Strategy
Education
The George Washington University - School of Business 1993 — 1997
B.B.A, Finance
Cleveland Research Company June 2006 - Present
FTN Midwest Securities September 2002 - June 2006
Morgan Stanley Wealth Management May 1998 - August 2002
Education
Lake Erie College
B.S. Finance
University of Massachusetts, Amherst
Master of Business Administration (MBA)
William Blair & Company July 2014 - Present
Miami University Investment Banking Club August 2011 - May 2014
Miami Asset Management August 2010 - May 2014
William Blair & Company May 2013 - August 2013
Cleveland Research Company March 2012 - August 2012
Landscape Service & Maintenance May 2010 - August 2011
Kroger January 2010 - May 2010
Skills
Financial Modeling, Microsoft Excel, Investment Strategies, Team Leadership, Investments, Time Management, Options Strategies, Critical Thinking, Valuation, Entrepreneurship, Creativity, Mentoring, Business Analysis, Market Research, Corporate Finance
Education
Miami University 2010 — 2014
Bachelor of Science (BS) in Business, Finance
Cleveland Research Company May 2014 - August 2014
J.P. Morgan June 2013 - August 2013
PosterElite June 2012 - January 2013
International Bath and Tile 2010 - 2010
Stanmar International 2008 - 2010
Skills
Mathematics, Computer Proficiency, Situational Leadership, Public Speaking, Research, Microsoft Office, Event Management, Workshop Facilitation, Strategic Planning, Analysis, Data Analysis, Microsoft Excel, CRM, Business Analysis, Financial Analysis, Market Research
Education
Miami University 2011 — 2015
Bachelor of Science (B.S.), Major: Finance, General Minor: Business Economics