Collins Stewart
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Collins Stewart Employees
Employee
Years
Job
Industry
Raghuram Madabushi Raghuram Madabushi's Collins Stewart Experience October 2008 - January 2009
Job Co Founder at QSense
Industry Venture Capital & Private Equity
Experience
QSense June 2014 - Present
Intellectual Ventures July 2013 - Present
Intellectual Ventures July 2011 - June 2013
Intellectual Ventures March 2009 - June 2011
Collins Stewart October 2008 - January 2009
Oppenheimer & Co Inc December 2006 - October 2008
Friedman Billings Ramsey May 2006 - August 2006
Armadillo Capital, LLC October 2005 - May 2006
Texas Instruments April 2003 - October 2005
Intel Corporation October 1999 - April 2003
Skills
Equity Research, Financial Analysis, Relationship Management, Modeling, Venture Capital, New Technology..., Technology Product..., Monetization, Portfolio Management, New Business Development, Corporate Development, Due Diligence, Investments, Financial Modeling, Business Strategy, Business Development, Strategy, Equities, Analysis, Product Development, E-commerce, Finance, Enterprise Software, Start-ups, Private Equity
Education
Harvard Business School Executive Education
Private Equity and Venture Capital
Stanford Center for Professional Development 2015 — 2016
Stanford Certificate
Southern Methodist University - Cox School of Business 2004 — 2006
MBA
Iowa State University 1996 — 1997
MS
University of Madras 1990 — 1994
BE
QSense June 2014 - Present
Intellectual Ventures July 2013 - Present
Intellectual Ventures July 2011 - June 2013
Intellectual Ventures March 2009 - June 2011
Collins Stewart October 2008 - January 2009
Oppenheimer & Co Inc December 2006 - October 2008
Friedman Billings Ramsey May 2006 - August 2006
Armadillo Capital, LLC October 2005 - May 2006
Texas Instruments April 2003 - October 2005
Intel Corporation October 1999 - April 2003
Skills
Equity Research, Financial Analysis, Relationship Management, Modeling, Venture Capital, New Technology..., Technology Product..., Monetization, Portfolio Management, New Business Development, Corporate Development, Due Diligence, Investments, Financial Modeling, Business Strategy, Business Development, Strategy, Equities, Analysis, Product Development, E-commerce, Finance, Enterprise Software, Start-ups, Private Equity
Education
Harvard Business School Executive Education
Private Equity and Venture Capital
Stanford Center for Professional Development 2015 — 2016
Stanford Certificate
Southern Methodist University - Cox School of Business 2004 — 2006
MBA
Iowa State University 1996 — 1997
MS
University of Madras 1990 — 1994
BE
Matthew McGovern Matthew McGovern's Collins Stewart Experience April 2008 - February 2009
Job CEO at Shop24 Global LLC
Industry Financial Services
Experience
Shop24 Global LLC January 2013 - Present
Guosen Securities May 2012 - December 2012
Ticonderoga Securities LLC March 2011 - April 2012
Collins Stewart April 2008 - February 2009
Merriman Curhan Ford & Co. January 2007 - April 2008
Independent Consultant 2001 - 2007
Richardson April 2000 - August 2001
RWD Technologies, A Division of GP 1999 - 2000
Merrimac Interactive November 1989 - March 1999
Stone & Webster June 1986 - November 1989
Skills
Investment Banking, Private Equity, Securities, Equity Research, Mergers, Asset Managment, Fixed Income, IPO, Financial Services, FINRA, Banking, Equity Trading, Equities, Valuation, Investments, Capital Markets, Financial Modeling, Due Diligence, Venture Capital, Hedge Funds, Alternative Investments, Asset Management, Emerging Markets, Mergers, Start-ups
Education
United States Merchant Marine Academy
BS, Engineering - Nuclear Engineering
Christian Brothers Academy
Shop24 Global LLC January 2013 - Present
Guosen Securities May 2012 - December 2012
Ticonderoga Securities LLC March 2011 - April 2012
Collins Stewart April 2008 - February 2009
Merriman Curhan Ford & Co. January 2007 - April 2008
Independent Consultant 2001 - 2007
Richardson April 2000 - August 2001
RWD Technologies, A Division of GP 1999 - 2000
Merrimac Interactive November 1989 - March 1999
Stone & Webster June 1986 - November 1989
Skills
Investment Banking, Private Equity, Securities, Equity Research, Mergers, Asset Managment, Fixed Income, IPO, Financial Services, FINRA, Banking, Equity Trading, Equities, Valuation, Investments, Capital Markets, Financial Modeling, Due Diligence, Venture Capital, Hedge Funds, Alternative Investments, Asset Management, Emerging Markets, Mergers, Start-ups
Education
United States Merchant Marine Academy
BS, Engineering - Nuclear Engineering
Christian Brothers Academy
Bill Kuhn Bill Kuhn's Collins Stewart Experience February 2005 - May 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
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
Joe Coquelin Joe Coquelin's Collins Stewart Experience 2000 - 2003
Job Vice President Program Manager IB Trade Management Program at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2005 - Present
Accenture March 2003 - May 2005
Collins Stewart 2000 - 2003
Skills
Investment Banking, Trading Systems, Derivatives, Operations, Credit Derivatives, Structured Products, Cash Management, Liquidity Management, Liquidity Risk, Certified Project..., Program Management, Project Planning, Project Implementation, Project Coordination, Project Execution, Change Management, Management Consulting, Trade Management, Middle Office, Documentation, Settlement, Strategic Planning, Business Process..., Process Mapping, People Management, Business Analysis, Project Management, Capital Markets, Analysis, Process Improvement, Portfolio Management, Fixed Income, Prime Brokerage, Management
Education
University College London, U. of London 1997 — 1999
Bachelor of Arts (BA), Geography
Elizabeth College, Guernsey 1989 — 1996
Credit Suisse May 2005 - Present
Accenture March 2003 - May 2005
Collins Stewart 2000 - 2003
Skills
Investment Banking, Trading Systems, Derivatives, Operations, Credit Derivatives, Structured Products, Cash Management, Liquidity Management, Liquidity Risk, Certified Project..., Program Management, Project Planning, Project Implementation, Project Coordination, Project Execution, Change Management, Management Consulting, Trade Management, Middle Office, Documentation, Settlement, Strategic Planning, Business Process..., Process Mapping, People Management, Business Analysis, Project Management, Capital Markets, Analysis, Process Improvement, Portfolio Management, Fixed Income, Prime Brokerage, Management
Education
University College London, U. of London 1997 — 1999
Bachelor of Arts (BA), Geography
Elizabeth College, Guernsey 1989 — 1996
Lindsey Thompson's Collins Stewart Experience January 2006 - December 2007
Job American Century Investments
Industry Financial Services
Experience
American Century Investments 2012 - Present
Advisors Asset Management January 2009 - December 2011
Merrill Lynch January 2008 - December 2008
Collins Stewart January 2006 - December 2007
Roth Capital Partners January 2005 - December 2007
MegaWine January 2004 - December 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
The University of Kansas 1999 — 2003
Bachelor of Science in Business Administration, Finance, General
Consortium of Universities for International Studies (CIMBA) 2002 — 2002
Study Abroad, International Finance, A
University of Buenos Aires 2002 — 2002
Study Abroad, Field Geology
American Century Investments 2012 - Present
Advisors Asset Management January 2009 - December 2011
Merrill Lynch January 2008 - December 2008
Collins Stewart January 2006 - December 2007
Roth Capital Partners January 2005 - December 2007
MegaWine January 2004 - December 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
The University of Kansas 1999 — 2003
Bachelor of Science in Business Administration, Finance, General
Consortium of Universities for International Studies (CIMBA) 2002 — 2002
Study Abroad, International Finance, A
University of Buenos Aires 2002 — 2002
Study Abroad, Field Geology
Kyle Henry's Collins Stewart Experience August 2010 - September 2011
Job Partner at Venture Connects
Industry Venture Capital & Private Equity
Experience
Startup Weekend October 2014 - Present
Venture Connects August 2014 - Present
Carbon Green December 2013 - August 2014
Local Foods Grocer & Distributor February 2014 - July 2014
Distant Village Packaging September 2011 - January 2014
Collins Stewart August 2010 - September 2011
Anderson & Strudwick April 2010 - August 2010
Dimension Trading Group LLC June 2007 - December 2009
Citigroup 2006 - 2006
Skills
Business Development, Packaging, Sales, Equities, Marketing, Asset Management, Investments, Budgets, Strategy, New Business Development, Strategic Partnerships, Business Strategy, Management, Start-ups, Entrepreneurship, Marketing Strategy
Education
Indiana University - Kelley School of Business 2003 — 2007
B.S., Finance
Barrington H.S. 1999 — 2003
Startup Weekend October 2014 - Present
Venture Connects August 2014 - Present
Carbon Green December 2013 - August 2014
Local Foods Grocer & Distributor February 2014 - July 2014
Distant Village Packaging September 2011 - January 2014
Collins Stewart August 2010 - September 2011
Anderson & Strudwick April 2010 - August 2010
Dimension Trading Group LLC June 2007 - December 2009
Citigroup 2006 - 2006
Skills
Business Development, Packaging, Sales, Equities, Marketing, Asset Management, Investments, Budgets, Strategy, New Business Development, Strategic Partnerships, Business Strategy, Management, Start-ups, Entrepreneurship, Marketing Strategy
Education
Indiana University - Kelley School of Business 2003 — 2007
B.S., Finance
Barrington H.S. 1999 — 2003
William (Bill) Mingione William (Bill) Mingione's Collins Stewart Experience May 2011 - December 2011
Job Vice President at Drexel Hamilton
Industry Financial Services
Experience
Drexel Hamilton January 2012 - Present
Collins Stewart May 2011 - December 2011
WJB Capital Group, Inc. February 2010 - February 2011
WJB Capital Group, Inc. November 2008 - February 2011
WJB CAPITAL GROUP INC October 2008 - February 2011
WJB Capital Group October 2008 - February 2011
Fidelity Capital Markets January 1997 - January 2007
Fidelity Investments 1997 - 2007
Nicholas, Safina, Lerner & Co. June 1996 - November 1997
NICHOLS, SAFINA, LERNER & Co. Inc January 1996 - January 1997
Skills
Fixed Income, Fixed Income Products, Fixed Income Trading, Investor Relations, Customer Relations, Public Speaking, Public Relations, Community Service
Education
Dowling College/Molloy College 1997 — 1999
Master, Business Administration
Long Island University, C.W. Post Campus 1994 — 1996
bachelors of science, Dual Major Finance & Management
Nassau Community College 1992 — 1994
Bachelor of Science Degree, C.W. Post; Dual; Associate, Finance/Management; Applied Science
Drexel Hamilton January 2012 - Present
Collins Stewart May 2011 - December 2011
WJB Capital Group, Inc. February 2010 - February 2011
WJB Capital Group, Inc. November 2008 - February 2011
WJB CAPITAL GROUP INC October 2008 - February 2011
WJB Capital Group October 2008 - February 2011
Fidelity Capital Markets January 1997 - January 2007
Fidelity Investments 1997 - 2007
Nicholas, Safina, Lerner & Co. June 1996 - November 1997
NICHOLS, SAFINA, LERNER & Co. Inc January 1996 - January 1997
Skills
Fixed Income, Fixed Income Products, Fixed Income Trading, Investor Relations, Customer Relations, Public Speaking, Public Relations, Community Service
Education
Dowling College/Molloy College 1997 — 1999
Master, Business Administration
Long Island University, C.W. Post Campus 1994 — 1996
bachelors of science, Dual Major Finance & Management
Nassau Community College 1992 — 1994
Bachelor of Science Degree, C.W. Post; Dual; Associate, Finance/Management; Applied Science
Giovanna Carollo Carter Giovanna Carollo Carter's Collins Stewart Experience 2005 - 2006
Job Principal, Duncan Family Office
Industry Investment Management
Experience
Martin Currie Investment Management 2010 - 2014
Credit Suisse 2008 - 2010
Karrig Strategic Capital 2007 - 2008
Lehman Brothers 2007 - 2007
Collins Stewart 2005 - 2006
UniCredit 2002 - 2005
Skills
Equities, Equity Research, Portfolio Management, Emerging Markets, Investments, Valuation, Investment Management, Hedge Funds, Alternative Investments, Asset Allocation, Corporate Finance, Long/Short Equity, Event-driven, Global Macro
Education
London Business School 2006 — 2008
MBA, Finance
Columbia University - Columbia Business School
Value Investing
Harvard University, John F. Kennedy School of Government
Investment Decisions and Behavioral Finance
Università Commerciale 'Luigi Bocconi'
Business Administration
Martin Currie Investment Management 2010 - 2014
Credit Suisse 2008 - 2010
Karrig Strategic Capital 2007 - 2008
Lehman Brothers 2007 - 2007
Collins Stewart 2005 - 2006
UniCredit 2002 - 2005
Skills
Equities, Equity Research, Portfolio Management, Emerging Markets, Investments, Valuation, Investment Management, Hedge Funds, Alternative Investments, Asset Allocation, Corporate Finance, Long/Short Equity, Event-driven, Global Macro
Education
London Business School 2006 — 2008
MBA, Finance
Columbia University - Columbia Business School
Value Investing
Harvard University, John F. Kennedy School of Government
Investment Decisions and Behavioral Finance
Università Commerciale 'Luigi Bocconi'
Business Administration
Charlie Dugan Charlie Dugan's Collins Stewart Experience 2004 - 2005
Job Manager at Capgemini Financial Services
Industry Financial Services
Experience
Capgemini November 2014 - Present
Abadi & Co. Global Markets October 2012 - September 2014
Wall St Access April 2006 - October 2012
Collins Stewart 2004 - 2005
Piper Jaffray 2002 - 2004
The Bank of New York 2001 - 2002
Schroders 1994 - 2001
Skills
Bloomberg, Bloomberg TOMS, MarketAxess, Fixed Income ECN's, Fixed Income, Capital Markets, Hedge Funds, Equities, Bloomberg Software, Series 7, Securities, Alternative Investments
Education
City University of New York-Baruch College - Zicklin School of Business 1989 — 1993
MBA, Finance, General
Drew University 1982 — 1986
BA, Mathematics and Computer Science
Staten Island Academy 1978 — 1982
Capgemini November 2014 - Present
Abadi & Co. Global Markets October 2012 - September 2014
Wall St Access April 2006 - October 2012
Collins Stewart 2004 - 2005
Piper Jaffray 2002 - 2004
The Bank of New York 2001 - 2002
Schroders 1994 - 2001
Skills
Bloomberg, Bloomberg TOMS, MarketAxess, Fixed Income ECN's, Fixed Income, Capital Markets, Hedge Funds, Equities, Bloomberg Software, Series 7, Securities, Alternative Investments
Education
City University of New York-Baruch College - Zicklin School of Business 1989 — 1993
MBA, Finance, General
Drew University 1982 — 1986
BA, Mathematics and Computer Science
Staten Island Academy 1978 — 1982
Michael Ratkovitch's Collins Stewart Experience June 2008 - August 2008
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
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
Dan Ries Dan Ries's Collins Stewart Experience September 2007 - February 2012
Job Renewable Energy Analyst at Ardsley Partners
Industry Research
Experience
Ardsley Partners October 2013 - Present
Impact Solar Professionals 2013 - 2015
Impact Solar Professionals 2013 - 2015
Impact Solar Professionals 2013 - 2015
Maxim Group April 2013 - August 2013
CapRok Capital May 2012 - April 2013
Collins Stewart September 2007 - February 2012
Miller Tabak 2001 - 2005
Kaufman Bros. 1998 - 1999
Skills
Solar Energy, Venture Capital, Renewable Energy, Financial Modeling, Cleantech, Alternative Energy, Project Finance, Start-ups, Investments, Energy Efficiency, Photovoltaics, Sustainable Energy
Education
Lafayette College 1986 — 1988
BS, Civil Engineering
Columbia High School
New York University - Leonard N. Stern School of Business
MBA, Finance
Ardsley Partners October 2013 - Present
Impact Solar Professionals 2013 - 2015
Impact Solar Professionals 2013 - 2015
Impact Solar Professionals 2013 - 2015
Maxim Group April 2013 - August 2013
CapRok Capital May 2012 - April 2013
Collins Stewart September 2007 - February 2012
Miller Tabak 2001 - 2005
Kaufman Bros. 1998 - 1999
Skills
Solar Energy, Venture Capital, Renewable Energy, Financial Modeling, Cleantech, Alternative Energy, Project Finance, Start-ups, Investments, Energy Efficiency, Photovoltaics, Sustainable Energy
Education
Lafayette College 1986 — 1988
BS, Civil Engineering
Columbia High School
New York University - Leonard N. Stern School of Business
MBA, Finance
Thomas McGivern Thomas McGivern's Collins Stewart Experience September 2011 - April 2012
Job Institutional Equity Sales at 86Research Ltd.
Industry Investment Banking
Experience
86Research Ltd. August 2015 - Present
Evercore Partners March 2012 - March 2015
Collins Stewart September 2011 - April 2012
Susquehanna International Group (SIG) April 2007 - January 2011
Nollenberger Capital Partners November 2005 - April 2007
Fulcrum Global Partners September 2001 - November 2005
Furman Selz LLC 1998 - 2001
UBS 1997 - 1999
Dean Witter Reynolds, Inc. 1989 - 1997
Skills
NASD - Series 7, 24,..., Equity Research, Hedge Funds, Series 7, Capital Markets, Equities
Education
Harvard University
Bachelor of Arts, English and American Literature
Choate Rosemary Hall
86Research Ltd. August 2015 - Present
Evercore Partners March 2012 - March 2015
Collins Stewart September 2011 - April 2012
Susquehanna International Group (SIG) April 2007 - January 2011
Nollenberger Capital Partners November 2005 - April 2007
Fulcrum Global Partners September 2001 - November 2005
Furman Selz LLC 1998 - 2001
UBS 1997 - 1999
Dean Witter Reynolds, Inc. 1989 - 1997
Skills
NASD - Series 7, 24,..., Equity Research, Hedge Funds, Series 7, Capital Markets, Equities
Education
Harvard University
Bachelor of Arts, English and American Literature
Choate Rosemary Hall
Jonathan Mortenson's Collins Stewart Experience April 2003 - May 2006
Job Senior Trader at Harding Loevner LP
Industry Financial Services
Experience
Harding Loevner LP June 2012 - Present
ARTIO GLOBAL April 2006 - October 2011
Collins Stewart April 2003 - May 2006
ING Nederland November 2000 - April 2003
CCF Charterhouse Securities July 1999 - November 2000
Skills
Series 7, Hedge Funds, Equities, Fixed Income, Bloomberg, Trading Systems, Capital Markets, Securities, Trading, Equity Trading, Asset Management, ETFs, Derivatives, Mutual Funds, Alternative Investments, Electronic Trading, Series 63, Investment Management, FINRA, Equity Research, Emerging Markets, Options, Investments, Portfolio Management, Asset Allocation, Financial Markets, Equity Valuation
Education
College of the Holy Cross 1990 — 1994
Bachelor's degree, Economics and Accounting
Delbarton High School 1985 — 1990
Graduated
Harding Loevner LP June 2012 - Present
ARTIO GLOBAL April 2006 - October 2011
Collins Stewart April 2003 - May 2006
ING Nederland November 2000 - April 2003
CCF Charterhouse Securities July 1999 - November 2000
Skills
Series 7, Hedge Funds, Equities, Fixed Income, Bloomberg, Trading Systems, Capital Markets, Securities, Trading, Equity Trading, Asset Management, ETFs, Derivatives, Mutual Funds, Alternative Investments, Electronic Trading, Series 63, Investment Management, FINRA, Equity Research, Emerging Markets, Options, Investments, Portfolio Management, Asset Allocation, Financial Markets, Equity Valuation
Education
College of the Holy Cross 1990 — 1994
Bachelor's degree, Economics and Accounting
Delbarton High School 1985 — 1990
Graduated
Nolan Gaudreau Nolan Gaudreau's Collins Stewart Experience November 2007 - July 2008
Job Senior Financial Analyst at Adobe
Industry Information Technology and Services
Experience
Adobe May 2015 - Present
Actian Corporation March 2014 - April 2015
GameDesk Institute June 2012 - August 2012
Actuate January 2009 - July 2011
Collins Stewart November 2007 - July 2008
B. Riley & Co. October 2006 - October 2007
Skills
Finance, Entrepreneurship, Microsoft Excel, Venture Capital, Mergers & Acquisitions, Strategic Partnerships, Business Development, Analysis, Enterprise Software, Investment Banking, Leadership, Marketing Strategy, Research, Start-ups, Web Development, Programming, SaaS, Social Networking, Cloud Computing, Business Planning, Mergers, Social Entrepreneurship, Corporate Finance, Sales, Investments, Analytics, MySQL, Nonprofits, Market Research, Private Equity, Go-to-market Strategy, Software, Computer Engineering, Linux, Accounting, Leatherwork, Woodworking
Education
University of Southern California - Marshall School of Business 2011 — 2013
MBA, Entrepreneurship/Entrepreneurial Studies
National University of Singapore 2012 — 2012
Master’s Degree, Business
Santa Clara University 2002 — 2006
Bachelor of Science (B.S.), Computer Engineering
Saratoga High School
Adobe May 2015 - Present
Actian Corporation March 2014 - April 2015
GameDesk Institute June 2012 - August 2012
Actuate January 2009 - July 2011
Collins Stewart November 2007 - July 2008
B. Riley & Co. October 2006 - October 2007
Skills
Finance, Entrepreneurship, Microsoft Excel, Venture Capital, Mergers & Acquisitions, Strategic Partnerships, Business Development, Analysis, Enterprise Software, Investment Banking, Leadership, Marketing Strategy, Research, Start-ups, Web Development, Programming, SaaS, Social Networking, Cloud Computing, Business Planning, Mergers, Social Entrepreneurship, Corporate Finance, Sales, Investments, Analytics, MySQL, Nonprofits, Market Research, Private Equity, Go-to-market Strategy, Software, Computer Engineering, Linux, Accounting, Leatherwork, Woodworking
Education
University of Southern California - Marshall School of Business 2011 — 2013
MBA, Entrepreneurship/Entrepreneurial Studies
National University of Singapore 2012 — 2012
Master’s Degree, Business
Santa Clara University 2002 — 2006
Bachelor of Science (B.S.), Computer Engineering
Saratoga High School
Sun Jen Yung Sun Jen Yung's Collins Stewart Experience May 2008 - February 2009
Job Managing Director, Head of Digital Media & Internet at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB September 2010 - Present
Nightwood Capital LLC April 2009 - September 2010
Collins Stewart May 2008 - February 2009
Oppenheimer & Co. September 2006 - April 2008
TD Securities 2005 - 2006
Deutsche Bank 2000 - 2005
Lehman Brothers 1993 - 2000
Skills
Private Equity, Mergers & Acquisitions, Corporate Finance, Investment Banking, IPO, Digital Media, Capital, Equity Research, Finance, Capital Raising, Financial Advisory, Venture Capital, Economics, Corporate Development, M&A experience, Business Strategy, Strategic Planning, Mergers, Strategy
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance
Macalester College 1980 — 1984
BA, Economics, International Studies
Greenwich Country Day School
Greenwich Country Day School
Headwaters MB September 2010 - Present
Nightwood Capital LLC April 2009 - September 2010
Collins Stewart May 2008 - February 2009
Oppenheimer & Co. September 2006 - April 2008
TD Securities 2005 - 2006
Deutsche Bank 2000 - 2005
Lehman Brothers 1993 - 2000
Skills
Private Equity, Mergers & Acquisitions, Corporate Finance, Investment Banking, IPO, Digital Media, Capital, Equity Research, Finance, Capital Raising, Financial Advisory, Venture Capital, Economics, Corporate Development, M&A experience, Business Strategy, Strategic Planning, Mergers, Strategy
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance
Macalester College 1980 — 1984
BA, Economics, International Studies
Greenwich Country Day School
Greenwich Country Day School
Jim Delaney Jim Delaney's Collins Stewart Experience 2007 - 2007
Job Market Strategies Mgmt., Inc.
Industry Capital Markets
Experience
Market Strategies Mgmt., Inc. July 2013 - Present
Bolton LLC 2012 - July 2013
Gleacher & Company 2010 - 2011
Collins Stewart 2007 - 2007
GFI Group 2001 - 2007
Tamiso & Company 1995 - 1995
Skills
Hedge Funds, Bloomberg, Capital Markets, Equity Research, Asset Managment, Trading, Equity Derivatives, Alternative Investments, Valuation, Equities, Investment Banking, Trading Strategies, Financial Modeling, Investments, Fixed Income, Financial Markets, Asset Management, Business Analysis, Securities, FX Options, Risk Management, Emerging Markets, Credit, Swaps, Commodity, Equity Trading, Derivatives, Investment Strategies, Options, FINRA, Trading Systems, Electronic Trading, Hedging, Quantitative Analytics, Bonds, ETFs, Series 7, Technical Analysis, Managed Futures, Series 63, Structured Products, Investment Management, Financial Risk, Portfolio Management, Management, Proprietary Trading
Education
Montclair State University
BA, Economics
Pace University - Lubin School of Business
MBA, Finance
Pace University - Lubin School of Business
MBA
Market Strategies Mgmt., Inc. July 2013 - Present
Bolton LLC 2012 - July 2013
Gleacher & Company 2010 - 2011
Collins Stewart 2007 - 2007
GFI Group 2001 - 2007
Tamiso & Company 1995 - 1995
Skills
Hedge Funds, Bloomberg, Capital Markets, Equity Research, Asset Managment, Trading, Equity Derivatives, Alternative Investments, Valuation, Equities, Investment Banking, Trading Strategies, Financial Modeling, Investments, Fixed Income, Financial Markets, Asset Management, Business Analysis, Securities, FX Options, Risk Management, Emerging Markets, Credit, Swaps, Commodity, Equity Trading, Derivatives, Investment Strategies, Options, FINRA, Trading Systems, Electronic Trading, Hedging, Quantitative Analytics, Bonds, ETFs, Series 7, Technical Analysis, Managed Futures, Series 63, Structured Products, Investment Management, Financial Risk, Portfolio Management, Management, Proprietary Trading
Education
Montclair State University
BA, Economics
Pace University - Lubin School of Business
MBA, Finance
Pace University - Lubin School of Business
MBA
Richard Tuosto, CFA Richard Tuosto, CFA's Collins Stewart Experience July 2009 - February 2010
Job Manager at PwC
Industry Financial Services
Experience
PwC June 2011 - Present
Collins Stewart July 2009 - February 2010
NPA Financial Services January 2009 - May 2009
SAC Capital June 2006 - June 2008
Lehman Brothers July 2004 - June 2006
Skills
Trading, Hedge Funds, Bloomberg, Valuation, Financial Modeling, Equities, Capital Markets, Equity Research, Asset Managment, Fixed Income, Corporate Finance, Investments, Financial Analysis, Credit, Bonds, Equity Valuation, Finance, Economics, Asset Management
Education
Cornell University - Johnson Graduate School of Management 2009 — 2011
MBA, Finance
University of Maryland College Park 2000 — 2004
BS, Finance
PwC June 2011 - Present
Collins Stewart July 2009 - February 2010
NPA Financial Services January 2009 - May 2009
SAC Capital June 2006 - June 2008
Lehman Brothers July 2004 - June 2006
Skills
Trading, Hedge Funds, Bloomberg, Valuation, Financial Modeling, Equities, Capital Markets, Equity Research, Asset Managment, Fixed Income, Corporate Finance, Investments, Financial Analysis, Credit, Bonds, Equity Valuation, Finance, Economics, Asset Management
Education
Cornell University - Johnson Graduate School of Management 2009 — 2011
MBA, Finance
University of Maryland College Park 2000 — 2004
BS, Finance
Blaine Dunn Blaine Dunn's Collins Stewart Experience February 2009 - January 2011
Job Investment Officer at Ayco
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company July 2014 - Present
Bonwick Capital Partners April 2013 - June 2014
Influenster October 2012 - December 2013
Cantor Fitzgerald January 2011 - September 2012
Collins Stewart February 2009 - January 2011
Goldman Sachs June 2002 - January 2009
CCNMTL 2000 - 2002
JobDirect 1996 - 1998
Skills
Equity Derivatives, Equities, Options, Hedge Funds, Bloomberg, Derivatives, Investments, Financial Modeling, Manage Client..., Social Media Marketing, Sales Management, Sales, Team Building, Project Management, Series 3, 7, 55, 63, Financial Reporting, Investment Banking, Data Management, Angel Investor, Start-ups, Start-up Consulting, Angel Investing, Series 4
Education
Columbia University in the City of New York 2000 — 2001
MA, Instructional Technology
Ithaca College 1996 — 2000
BA, Economics
The Ayco Company, L.P., a Goldman Sachs Company July 2014 - Present
Bonwick Capital Partners April 2013 - June 2014
Influenster October 2012 - December 2013
Cantor Fitzgerald January 2011 - September 2012
Collins Stewart February 2009 - January 2011
Goldman Sachs June 2002 - January 2009
CCNMTL 2000 - 2002
JobDirect 1996 - 1998
Skills
Equity Derivatives, Equities, Options, Hedge Funds, Bloomberg, Derivatives, Investments, Financial Modeling, Manage Client..., Social Media Marketing, Sales Management, Sales, Team Building, Project Management, Series 3, 7, 55, 63, Financial Reporting, Investment Banking, Data Management, Angel Investor, Start-ups, Start-up Consulting, Angel Investing, Series 4
Education
Columbia University in the City of New York 2000 — 2001
MA, Instructional Technology
Ithaca College 1996 — 2000
BA, Economics
Adriana Piltz Adriana Piltz's Collins Stewart Experience November 2005 - May 2009
Job CoChief Compliance Officer/ Managing Director at Merriman Capital, Inc.
Industry Financial Services
Experience
Piltz & Patel Consulting LLC June 2014 - Present
Merriman Capital, Inc. June 2012 - Present
Ticonderoga Securities LLC May 2009 - April 2012
Collins Stewart November 2005 - May 2009
UNTERBERG LLCNov January 2005 - June 2007
Skills
Series 7, Series 24, Series 87, Series 63, Series 16 (Part II), Research Compliance, BlueMatrix, Factset, ThomsonReuters, TheMarkets, Editorial of Research..., Approval of Research..., Supervisory Analyst, Marketing Management, Contract Negotiation, Research and Marketing..., Capital IQ, Capital Markets, FINRA, Project Management, Event Planning, Corporate Events, Due Diligence, Mergers & Acquisitions, Securities, Analysis, Venture Capital, Bloomberg, Investments, Valuation, Equities
Education
Berkeley College-New York 2003 — 2007
BS, International Business, GPA of 3.98 out of 4.0
University of Pavla Jozefa Safarika 1992 — 1995
BBA in Physics and Mathematics, Physics, Mathematics, Programing
Berkeley College
BBA, International Business
UNIVERSITY OF PAVLA JOZEFA SAFARIKA
BBA, Mathematics and Physics
Piltz & Patel Consulting LLC June 2014 - Present
Merriman Capital, Inc. June 2012 - Present
Ticonderoga Securities LLC May 2009 - April 2012
Collins Stewart November 2005 - May 2009
UNTERBERG LLCNov January 2005 - June 2007
Skills
Series 7, Series 24, Series 87, Series 63, Series 16 (Part II), Research Compliance, BlueMatrix, Factset, ThomsonReuters, TheMarkets, Editorial of Research..., Approval of Research..., Supervisory Analyst, Marketing Management, Contract Negotiation, Research and Marketing..., Capital IQ, Capital Markets, FINRA, Project Management, Event Planning, Corporate Events, Due Diligence, Mergers & Acquisitions, Securities, Analysis, Venture Capital, Bloomberg, Investments, Valuation, Equities
Education
Berkeley College-New York 2003 — 2007
BS, International Business, GPA of 3.98 out of 4.0
University of Pavla Jozefa Safarika 1992 — 1995
BBA in Physics and Mathematics, Physics, Mathematics, Programing
Berkeley College
BBA, International Business
UNIVERSITY OF PAVLA JOZEFA SAFARIKA
BBA, Mathematics and Physics
Bryan Maher Bryan Maher's Collins Stewart Experience June 2009 - April 2010
Job Managing Director, FBR & Co.
Industry Capital Markets
Experience
FBR & Co. August 2015 - Present
Township of West Windsor January 2012 - Present
Craig-Hallum Capital Group October 2012 - February 2015
Citadel Securities June 2010 - September 2011
Collins Stewart June 2009 - April 2010
RBC Capital Markets June 2006 - June 2008
Calyon / Credit Lyonnais Securities 1999 - 2005
BT Alex. Brown March 1996 - July 1999
Dean Witter Reynolds January 1992 - March 1996
The Trump Organization January 1990 - October 1991
Skills
Equity Research, Investment Banking, Valuation, Financial Modeling, Portfolio Management, Operations Management, Stocks, Equity Capital Markets, Hedge Funds, Long/Short Equity, Stock Picking, US Equities, Equities, Due Diligence
Education
Georgia State University 1992 — 1994
MBA, Strategic Management & Entrepreneurship
Clemson University 1986 — 1989
BS, Finance
Villanova University 1984 — 1986
Finance
FBR & Co. August 2015 - Present
Township of West Windsor January 2012 - Present
Craig-Hallum Capital Group October 2012 - February 2015
Citadel Securities June 2010 - September 2011
Collins Stewart June 2009 - April 2010
RBC Capital Markets June 2006 - June 2008
Calyon / Credit Lyonnais Securities 1999 - 2005
BT Alex. Brown March 1996 - July 1999
Dean Witter Reynolds January 1992 - March 1996
The Trump Organization January 1990 - October 1991
Skills
Equity Research, Investment Banking, Valuation, Financial Modeling, Portfolio Management, Operations Management, Stocks, Equity Capital Markets, Hedge Funds, Long/Short Equity, Stock Picking, US Equities, Equities, Due Diligence
Education
Georgia State University 1992 — 1994
MBA, Strategic Management & Entrepreneurship
Clemson University 1986 — 1989
BS, Finance
Villanova University 1984 — 1986
Finance
Anna Tusa Anna Tusa's Collins Stewart Experience 2008 - 2009
Job Senior Associate at The Siegfried Group
Industry Accounting
Experience
The Siegfried Group September 2013 - Present
BDO USA, LLP November 2011 - September 2013
BDO USA, LLP 2011 - 2011
Alexander Grasso ESQ 2009 - 2010
Collins Stewart 2008 - 2009
Skills
SEC filings, US GAAP, Auditing, Corporate Tax, Sarbanes-Oxley Act, CPA, Accounting, Financial Reporting, GAAP, External Audit, Internal Controls, Financial Accounting, Assurance, SEC Filings, Sarbanes-Oxley, Revenue Recognition, Financial Analysis
Education
Pace University - Lubin School of Business
The Siegfried Group September 2013 - Present
BDO USA, LLP November 2011 - September 2013
BDO USA, LLP 2011 - 2011
Alexander Grasso ESQ 2009 - 2010
Collins Stewart 2008 - 2009
Skills
SEC filings, US GAAP, Auditing, Corporate Tax, Sarbanes-Oxley Act, CPA, Accounting, Financial Reporting, GAAP, External Audit, Internal Controls, Financial Accounting, Assurance, SEC Filings, Sarbanes-Oxley, Revenue Recognition, Financial Analysis
Education
Pace University - Lubin School of Business
Jack Voorhees Jack Voorhees's Collins Stewart Experience 2009 - 2010
Job Coal Team at Glencore
Industry Capital Markets
Experience
Glencore January 2013 - Present
US Treasury May 2012 - August 2012
Barclays Capital 2011 - 2012
Bay Crest Partners 2010 - 2010
Collins Stewart 2009 - 2010
BNP Paribas 2006 - 2009
Skills
Equities, Derivatives, Volatility, Options Strategies, Options, Trading, Hedge Funds, Commodity, Equity Derivatives, Valuation, Swaps, Prime Brokerage, Economics, Bloomberg, Financial Markets, Financial Modeling, Capital Markets, Financial Analysis, Emerging Markets, Investment Banking
Education
Columbia University - School of International and Public Affairs 2011 — 2012
Master of Public Administration, Energy and Environment, East Asia Studies
University of Rochester - William E. Simon Graduate School of Business Administration 2004 — 2006
Master, Business Administration; Finance, Corporate Accounting, International Management
University of Rochester 2001 — 2005
Bachelors of Arts, Economics
Churchill
Glencore January 2013 - Present
US Treasury May 2012 - August 2012
Barclays Capital 2011 - 2012
Bay Crest Partners 2010 - 2010
Collins Stewart 2009 - 2010
BNP Paribas 2006 - 2009
Skills
Equities, Derivatives, Volatility, Options Strategies, Options, Trading, Hedge Funds, Commodity, Equity Derivatives, Valuation, Swaps, Prime Brokerage, Economics, Bloomberg, Financial Markets, Financial Modeling, Capital Markets, Financial Analysis, Emerging Markets, Investment Banking
Education
Columbia University - School of International and Public Affairs 2011 — 2012
Master of Public Administration, Energy and Environment, East Asia Studies
University of Rochester - William E. Simon Graduate School of Business Administration 2004 — 2006
Master, Business Administration; Finance, Corporate Accounting, International Management
University of Rochester 2001 — 2005
Bachelors of Arts, Economics
Churchill
James Harvey James Harvey's Collins Stewart Experience October 2004 - February 2007
Job Director Sales and Trading at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners July 2011 - Present
Bank Hapoalim February 2007 - July 2011
Collins Stewart October 2004 - February 2007
AMR Capital Trading June 2001 - September 2004
Skills
Options, Electronic Trading, Hedge Funds, Sales, Securities, Equity Trading, Trading, Asset Management, Equities, Financial Markets, Derivatives, Series 7, Investment Banking, Trading Systems, Bloomberg, Capital Markets, Investments, Series 63, Portfolio Management, Fixed Income, Alternative Investments, Bonds, Equity Derivatives, ETFs, Financial Services, Emerging Markets, Mutual Funds, Hedging
Education
University of Florida 1996 — 2000
Bachelor of Science (BS), Business / Economics
Guggenheim Partners July 2011 - Present
Bank Hapoalim February 2007 - July 2011
Collins Stewart October 2004 - February 2007
AMR Capital Trading June 2001 - September 2004
Skills
Options, Electronic Trading, Hedge Funds, Sales, Securities, Equity Trading, Trading, Asset Management, Equities, Financial Markets, Derivatives, Series 7, Investment Banking, Trading Systems, Bloomberg, Capital Markets, Investments, Series 63, Portfolio Management, Fixed Income, Alternative Investments, Bonds, Equity Derivatives, ETFs, Financial Services, Emerging Markets, Mutual Funds, Hedging
Education
University of Florida 1996 — 2000
Bachelor of Science (BS), Business / Economics
Rick Faust, CFA Rick Faust, CFA's Collins Stewart Experience June 2006 - December 2007
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
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
Peter Thompson Peter Thompson's Collins Stewart Experience March 2010 - October 2010
Job Consultant & Board Member
Industry Management Consulting
Experience
Independent Consultant October 2010 - Present
Hedge Funds Care 2007 - Present
North Highland May 2014 - January 2015
Collins Stewart March 2010 - October 2010
Pali Capital August 2005 - February 2010
Deephaven Capital Management 2000 - 2004
Skills
Alternative Investments, Board Relations, Brand Development, Business Analysis, Business Development, Business Strategy, Capital Markets, Commercial Real Estate, Customer Service, Deal Sourcing, Debt Structuring, Entrepreneurship, Financial Analysis, Fundraising, Hedge Funds, Integrated Systems, Internet, Investment Banking, Investment Strategies, Investor Relations, Marketing Strategy, Microsoft Office, Multi Tasking, New Business Development, Non-profits, Operations, Process Improvement, Product Launch, Project Coordination, Proprietary Trading, Sales, Start-up Operations, System Testing, Trading, Trading Systems, Venture Capital, Integration, Debt Restructuring, Start-ups, Equities, Finance, Portfolio Management, Securities, Mutual Funds, Funding, Private Equity, Due Diligence, Fixed Income, Asset Management, Mergers & Acquisitions
Education
University of Saint Thomas - School of Business
MBA
University of San Diego
BBA
Arizona State University
Minnetonka High School
Independent Consultant October 2010 - Present
Hedge Funds Care 2007 - Present
North Highland May 2014 - January 2015
Collins Stewart March 2010 - October 2010
Pali Capital August 2005 - February 2010
Deephaven Capital Management 2000 - 2004
Skills
Alternative Investments, Board Relations, Brand Development, Business Analysis, Business Development, Business Strategy, Capital Markets, Commercial Real Estate, Customer Service, Deal Sourcing, Debt Structuring, Entrepreneurship, Financial Analysis, Fundraising, Hedge Funds, Integrated Systems, Internet, Investment Banking, Investment Strategies, Investor Relations, Marketing Strategy, Microsoft Office, Multi Tasking, New Business Development, Non-profits, Operations, Process Improvement, Product Launch, Project Coordination, Proprietary Trading, Sales, Start-up Operations, System Testing, Trading, Trading Systems, Venture Capital, Integration, Debt Restructuring, Start-ups, Equities, Finance, Portfolio Management, Securities, Mutual Funds, Funding, Private Equity, Due Diligence, Fixed Income, Asset Management, Mergers & Acquisitions
Education
University of Saint Thomas - School of Business
MBA
University of San Diego
BBA
Arizona State University
Minnetonka High School
Georgia Erbez Georgia Erbez's Collins Stewart Experience April 2011 - January 2012
Job Chief Financial Officer
Industry Biotechnology
Experience
Raptor Pharmaceutical September 2012 - November 2014
Beal Advisors April 2008 - April 2013
Collins Stewart April 2011 - January 2012
Jefferies & Company May 2005 - April 2008
Cowen and Company 1998 - 2002
Hambrecht & Quist April 1997 - June 1998
Alex Brown & Sons July 1989 - January 1997
Skills
Mergers, Emerging Markets, Investment Banking, Valuation, Business Strategy, Financial Modeling, Strategic Planning, Strategy Development, Capital Structure, Biotechnology, Business Valuation, New Business Development, Corporate Finance, Financial Analysis, Strategy, Corporate Development, Mergers, Private Equity, Venture Capital, Mergers & Acquisitions
Education
University of California, Davis 1985 — 1989
BA, International Relations
Raptor Pharmaceutical September 2012 - November 2014
Beal Advisors April 2008 - April 2013
Collins Stewart April 2011 - January 2012
Jefferies & Company May 2005 - April 2008
Cowen and Company 1998 - 2002
Hambrecht & Quist April 1997 - June 1998
Alex Brown & Sons July 1989 - January 1997
Skills
Mergers, Emerging Markets, Investment Banking, Valuation, Business Strategy, Financial Modeling, Strategic Planning, Strategy Development, Capital Structure, Biotechnology, Business Valuation, New Business Development, Corporate Finance, Financial Analysis, Strategy, Corporate Development, Mergers, Private Equity, Venture Capital, Mergers & Acquisitions
Education
University of California, Davis 1985 — 1989
BA, International Relations
Greg Slater, CFA, CFP ® Greg Slater, CFA, CFP ®'s Collins Stewart Experience October 2008 - April 2010
Job Portfolio Manager at Altium Wealth Management, LLC
Industry Investment Management
Experience
Altium Wealth Management, LLC February 2014 - Present
Opus Advisory Group 2010 - January 2014
Collins Stewart October 2008 - April 2010
Rodman and Renshaw 2007 - 2008
Rochdale Investment Management 2004 - 2006
Prudential Securities 2000 - 2004
Skills
Wealth Management, Portfolio Management, Risk Management, Hedge Funds, Estate Planning, Retirement
Education
Fairfield University 1996 — 2000
BS, Finance, Accounting, Economics
Archbishop Stepinac HS 1993 — 1996
Altium Wealth Management, LLC February 2014 - Present
Opus Advisory Group 2010 - January 2014
Collins Stewart October 2008 - April 2010
Rodman and Renshaw 2007 - 2008
Rochdale Investment Management 2004 - 2006
Prudential Securities 2000 - 2004
Skills
Wealth Management, Portfolio Management, Risk Management, Hedge Funds, Estate Planning, Retirement
Education
Fairfield University 1996 — 2000
BS, Finance, Accounting, Economics
Archbishop Stepinac HS 1993 — 1996
John Simensen's Collins Stewart Experience November 2007 - March 2008
Job Product Marketing
Industry Building Materials
Experience
Anchor Wall Systems January 2015 - June 2015
Anchor Wall Systems November 2012 - June 2015
Anchor Wall Systems December 2011 - November 2012
Quali Tech, Inc. July 2011 - November 2011
Salo LLC June 2009 - July 2009
Collins Stewart November 2007 - March 2008
Nutmeg Securities May 2002 - November 2007
Skills
Product Management, Product Development, Marketing Strategy, Market Research, Statistical Data..., Data Analysis, Competitive Analysis, Strategy, Forecasting, Business Analysis, Marketing Communications, Business Intelligence, Market Planning, Business Strategy, Cross-functional Team..., Multi-channel Retail, Data Mining, Multi-channel Marketing
Education
University of Saint Thomas - School of Business 2008 — 2010
MBA
University of Wisconsin-Madison 1998 — 2000
Bachelor's of Science
Colorado College 1996 — 1997
The Blake School 1991 — 1996
High School
Anchor Wall Systems January 2015 - June 2015
Anchor Wall Systems November 2012 - June 2015
Anchor Wall Systems December 2011 - November 2012
Quali Tech, Inc. July 2011 - November 2011
Salo LLC June 2009 - July 2009
Collins Stewart November 2007 - March 2008
Nutmeg Securities May 2002 - November 2007
Skills
Product Management, Product Development, Marketing Strategy, Market Research, Statistical Data..., Data Analysis, Competitive Analysis, Strategy, Forecasting, Business Analysis, Marketing Communications, Business Intelligence, Market Planning, Business Strategy, Cross-functional Team..., Multi-channel Retail, Data Mining, Multi-channel Marketing
Education
University of Saint Thomas - School of Business 2008 — 2010
MBA
University of Wisconsin-Madison 1998 — 2000
Bachelor's of Science
Colorado College 1996 — 1997
The Blake School 1991 — 1996
High School
Brian Wright Brian Wright's Collins Stewart Experience July 2009 - March 2011
Job Healthcare Services Analyst
Industry Investment Banking
Experience
Sterne Agee CRT May 2014 - Present
Monness, Crespi, Hardt & Co., Inc. January 2012 - May 2014
Citadel Securities November 2010 - August 2011
Collins Stewart July 2009 - March 2011
Bank of America June 2008 - June 2009
Jefferies & Company June 2006 - January 2008
Bear Stearns 2000 - 2006
Skills
Equity Research, Equities, Hedge Funds, Valuation, Capital Markets, Portfolio Management, Financial Modeling, Investments, Fixed Income, Investment Banking, Bloomberg, Asset Managment, Series 7, Alternative Investments, Private Equity, Asset Management
Education
Indiana University Bloomington 1998 — 2000
MBA, Finance
Rockhurst University 1993 — 1996
BSBA, Finance/Economics
Sterne Agee CRT May 2014 - Present
Monness, Crespi, Hardt & Co., Inc. January 2012 - May 2014
Citadel Securities November 2010 - August 2011
Collins Stewart July 2009 - March 2011
Bank of America June 2008 - June 2009
Jefferies & Company June 2006 - January 2008
Bear Stearns 2000 - 2006
Skills
Equity Research, Equities, Hedge Funds, Valuation, Capital Markets, Portfolio Management, Financial Modeling, Investments, Fixed Income, Investment Banking, Bloomberg, Asset Managment, Series 7, Alternative Investments, Private Equity, Asset Management
Education
Indiana University Bloomington 1998 — 2000
MBA, Finance
Rockhurst University 1993 — 1996
BSBA, Finance/Economics
Bryan Chalk Bryan Chalk's Collins Stewart Experience June 2008 - August 2009
Job REALTOR, ABR, SRS, ePro at Napier ERA
Industry Real Estate
Experience
Napier Realtors ERA February 2014 - Present
Skye Bruce Properties June 2013 - February 2014
Maxim Group January 2012 - August 2012
Ticonderoga Securities August 2009 - January 2012
Collins Stewart June 2008 - August 2009
Wachovia Securities August 2000 - June 2008
Deutsche Bank Securities 1998 - 2000
Legg Mason 1993 - 1996
Skills
Sales, Real Estate, First Time Home Buyers, Short Sales, Relocation Buyers, Buyer's Agent, Seller Representation, Realtor Relations, ePro Certified, Investment Properties, National Association of..., Investments, Foreclosures, Sellers, Single Family Homes, Buyer Representation, Accredited Buyer Rep
Education
University of Baltimore 1996 — 2000
Bachelor of Science (BS), Finance
Anne Arundel Community College 1993 — 1996
Associate of Arts (AA), Business
Napier Realtors ERA February 2014 - Present
Skye Bruce Properties June 2013 - February 2014
Maxim Group January 2012 - August 2012
Ticonderoga Securities August 2009 - January 2012
Collins Stewart June 2008 - August 2009
Wachovia Securities August 2000 - June 2008
Deutsche Bank Securities 1998 - 2000
Legg Mason 1993 - 1996
Skills
Sales, Real Estate, First Time Home Buyers, Short Sales, Relocation Buyers, Buyer's Agent, Seller Representation, Realtor Relations, ePro Certified, Investment Properties, National Association of..., Investments, Foreclosures, Sellers, Single Family Homes, Buyer Representation, Accredited Buyer Rep
Education
University of Baltimore 1996 — 2000
Bachelor of Science (BS), Finance
Anne Arundel Community College 1993 — 1996
Associate of Arts (AA), Business
Mark P Sovchuk Jr. Mark P Sovchuk Jr.'s Collins Stewart Experience June 2011 - December 2011
Job Audit Associate at Anton Collins Mitchell LLP
Industry Financial Services
Experience
Anton Collins Mitchell LLP August 2014 - Present
ALPS, A DST Company April 2013 - August 2014
Charter Manufacturing July 2012 - March 2013
Webster First Federal Credit Union December 2011 - July 2012
Collins Stewart June 2011 - December 2011
Skills
Accounting, Investments, Microsoft Office, Tax, QuickBooks, Finance, Customer Service, Corporate Finance, Microsoft Excel, Microsoft Word, Banking, Bloomberg, Mutual Funds, Fund Accounting, Word, PowerPoint, Excel, Equity Research, Oracle Applications, Journal Entries, Credit
Education
Nichols College 2011 — 2012
Bachelor of Science Business Administration, Accounting and Finance, Graduate
Marquette University 2009 — 2011
Accounting, Finance
David Prouty High School 2004 — 2007
Anton Collins Mitchell LLP August 2014 - Present
ALPS, A DST Company April 2013 - August 2014
Charter Manufacturing July 2012 - March 2013
Webster First Federal Credit Union December 2011 - July 2012
Collins Stewart June 2011 - December 2011
Skills
Accounting, Investments, Microsoft Office, Tax, QuickBooks, Finance, Customer Service, Corporate Finance, Microsoft Excel, Microsoft Word, Banking, Bloomberg, Mutual Funds, Fund Accounting, Word, PowerPoint, Excel, Equity Research, Oracle Applications, Journal Entries, Credit
Education
Nichols College 2011 — 2012
Bachelor of Science Business Administration, Accounting and Finance, Graduate
Marquette University 2009 — 2011
Accounting, Finance
David Prouty High School 2004 — 2007
Kevin Ellich Kevin Ellich's Collins Stewart Experience January 2011 - April 2011
Job Principal / Sr. Research Analyst at Piper Jaffray
Industry Capital Markets
Experience
Piper Jaffray April 2011 - Present
Collins Stewart January 2011 - April 2011
RBC Capital Markets December 2006 - December 2010
Skills
Equity Research, Equities, Equity Valuation, Valuation, Financial Modeling, Investments, Series 7, Bloomberg, Capital Markets, Hedge Funds, Investment Banking, Portfolio Management, Asset Managment, Fixed Income, Private Equity
Education
University of Minnesota-Twin Cities
Piper Jaffray April 2011 - Present
Collins Stewart January 2011 - April 2011
RBC Capital Markets December 2006 - December 2010
Skills
Equity Research, Equities, Equity Valuation, Valuation, Financial Modeling, Investments, Series 7, Bloomberg, Capital Markets, Hedge Funds, Investment Banking, Portfolio Management, Asset Managment, Fixed Income, Private Equity
Education
University of Minnesota-Twin Cities
Richard Hightower Richard Hightower's Collins Stewart Experience 2009 - 2010
Job Managing Director, Equity Research at Evercore ISI
Industry Capital Markets
Experience
Evercore ISI 2011 - Present
Citadel Securities 2010 - 2011
Collins Stewart 2009 - 2010
Prospect Capital Management 2007 - 2008
RBC Capital Markets 2004 - 2007
Skills
Equity Research, Private Equity, Credit Analysis, Financial Analysis, Valuation, Financial Modeling, Corporate Finance, Real Estate, Hotels, Casino, Investment Management, Investment Banking, Equities, Investments, Bloomberg, Capital Markets
Education
Middlebury College 2000 — 2004
BA, Economics
Dartmouth College - The Tuck School of Business at Dartmouth 2003 — 2003
Business Bridge Program
University of Paris I: Panthéon-Sorbonne 2002 — 2003
Economics
Greater Atlanta Christian School 1997 — 2000
Evercore ISI 2011 - Present
Citadel Securities 2010 - 2011
Collins Stewart 2009 - 2010
Prospect Capital Management 2007 - 2008
RBC Capital Markets 2004 - 2007
Skills
Equity Research, Private Equity, Credit Analysis, Financial Analysis, Valuation, Financial Modeling, Corporate Finance, Real Estate, Hotels, Casino, Investment Management, Investment Banking, Equities, Investments, Bloomberg, Capital Markets
Education
Middlebury College 2000 — 2004
BA, Economics
Dartmouth College - The Tuck School of Business at Dartmouth 2003 — 2003
Business Bridge Program
University of Paris I: Panthéon-Sorbonne 2002 — 2003
Economics
Greater Atlanta Christian School 1997 — 2000
Mary Winifred Purcell Mary Winifred Purcell's Collins Stewart Experience 2010 - 2011
Job Behavioral Health Specialist
Industry Mental Health Care
Experience
Collins Stewart 2010 - 2011
Fordham University 2008 - 2010
Skills
Public Speaking, Grant Writing, Research, Social Media, Higher Education, University Teaching, Psychological Assessment, Qualitative Research, Functional Behavior..., Clinical Supervision, Clinical Monitoring, Dual Diagnosis, Psychology, Community Outreach, Psychotherapy, Management, Teaching, Microsoft Office, Adolescents, Social Networking
Education
Fordham University Graduate School of Arts and Sciences 2008 — 2010
M.A., Humanities and Sciences
University of Scranton 2006 — 2007
B.S. Liberal Studies, Sociology, Psychology, Creative Writing
Fordham University 2002 — 2006
B.S., Liberal Arts and Sciences/Liberal Studies, History Major, Playwriting Minor
Scranton Preparatory School 1998 — 2002
Collins Stewart 2010 - 2011
Fordham University 2008 - 2010
Skills
Public Speaking, Grant Writing, Research, Social Media, Higher Education, University Teaching, Psychological Assessment, Qualitative Research, Functional Behavior..., Clinical Supervision, Clinical Monitoring, Dual Diagnosis, Psychology, Community Outreach, Psychotherapy, Management, Teaching, Microsoft Office, Adolescents, Social Networking
Education
Fordham University Graduate School of Arts and Sciences 2008 — 2010
M.A., Humanities and Sciences
University of Scranton 2006 — 2007
B.S. Liberal Studies, Sociology, Psychology, Creative Writing
Fordham University 2002 — 2006
B.S., Liberal Arts and Sciences/Liberal Studies, History Major, Playwriting Minor
Scranton Preparatory School 1998 — 2002
Richard Sgueglia Richard Sgueglia's Collins Stewart Experience August 2007 - August 2009
Job at
Industry Banking
Experience
BGC Partners August 2015 - Present
Guggenheim Partners February 2012 - Present
Ticonderoga Securities LLC August 2009 - March 2012
Collins Stewart August 2007 - August 2009
Tullett Prebon 2004 - 2006
Education
Union College 1989 — 1993
BA, Political Science
BGC Partners August 2015 - Present
Guggenheim Partners February 2012 - Present
Ticonderoga Securities LLC August 2009 - March 2012
Collins Stewart August 2007 - August 2009
Tullett Prebon 2004 - 2006
Education
Union College 1989 — 1993
BA, Political Science
Nicolas Attuil, MBA's Collins Stewart Experience October 2010 - June 2012
Job RBC Dominion Securities
Industry Capital Markets
Experience
RBC Dominion Securities April 2014 - Present
Sunel Securities May 2013 - March 2014
Questrade October 2012 - April 2013
Collins Stewart October 2010 - June 2012
ICAP January 2008 - September 2010
Axa Investment Manager September 2006 - July 2007
Skills
Structured Products, Capital Markets, FX Options, Asset Management, Derivatives, Equity Derivatives, Investment Banking, Equities, Options, Mergers & Acquisitions
Education
Ecole supérieure de Gestion
MBA, Finance
University of Paris I: Panthéon-Sorbonne
Economics
RBC Dominion Securities April 2014 - Present
Sunel Securities May 2013 - March 2014
Questrade October 2012 - April 2013
Collins Stewart October 2010 - June 2012
ICAP January 2008 - September 2010
Axa Investment Manager September 2006 - July 2007
Skills
Structured Products, Capital Markets, FX Options, Asset Management, Derivatives, Equity Derivatives, Investment Banking, Equities, Options, Mergers & Acquisitions
Education
Ecole supérieure de Gestion
MBA, Finance
University of Paris I: Panthéon-Sorbonne
Economics
Chris Gay's Collins Stewart Experience July 2002 - June 2005
Job Software Engineer and Product Management
Industry Computer Software
Experience
Creative Media Groupe July 2011 - Present
Startup Institute September 2013 - Present
Goldman Sachs June 2008 - June 2011
US Securities and Exchange Commission June 2007 - August 2007
Collins Stewart July 2002 - June 2005
Skills
Web Development, Software Development, Product Management, Software Engineering, Healthcare Information..., Financial Modeling, Private Equity, Venture Capital, Valuation, Strategy, Investment Banking, Corporate Finance, Asset Management, Mergers & Acquisitions, Start-ups, Business Strategy, Corporate Development, Entrepreneurship, Equity Research, Due Diligence, Equities, Capital Markets, Emerging Markets, Competitive Analysis, Portfolio Management, Hedge Funds, Investments, Finance, Alternative Investments, Fixed Income, Management Consulting, Executive Management, Financial Analysis, Business Development, M&A experience, Financial Services, Bloomberg, Business Valuation, Derivatives
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Finance and Accounting
University of Chicago Law School 2006 — 2007
Coursework, Advanced Legal Research, Corporate Law, Bankruptcy and Restructuring
United States Military Academy at West Point 1995 — 1999
BS, International Relations and Computer Science
Stanford University
Computer Science
Culver
Creative Media Groupe July 2011 - Present
Startup Institute September 2013 - Present
Goldman Sachs June 2008 - June 2011
US Securities and Exchange Commission June 2007 - August 2007
Collins Stewart July 2002 - June 2005
Skills
Web Development, Software Development, Product Management, Software Engineering, Healthcare Information..., Financial Modeling, Private Equity, Venture Capital, Valuation, Strategy, Investment Banking, Corporate Finance, Asset Management, Mergers & Acquisitions, Start-ups, Business Strategy, Corporate Development, Entrepreneurship, Equity Research, Due Diligence, Equities, Capital Markets, Emerging Markets, Competitive Analysis, Portfolio Management, Hedge Funds, Investments, Finance, Alternative Investments, Fixed Income, Management Consulting, Executive Management, Financial Analysis, Business Development, M&A experience, Financial Services, Bloomberg, Business Valuation, Derivatives
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Finance and Accounting
University of Chicago Law School 2006 — 2007
Coursework, Advanced Legal Research, Corporate Law, Bankruptcy and Restructuring
United States Military Academy at West Point 1995 — 1999
BS, International Relations and Computer Science
Stanford University
Computer Science
Culver
Jerry Levy's Collins Stewart Experience July 2009 - November 2010
Job Corporate Credit Fund
Industry Financial Services
Experience
Tricadia Capital Management July 2011 - Present
Atlas One June 2010 - July 2011
Collins Stewart July 2009 - November 2010
SAC Capital May 2005 - June 2008
SAC Capital Management 2005 - 2008
BNPP February 2001 - May 2005
Painewebber August 1999 - December 2000
Cantor Fitzgerald 1991 - 1999
Skills
Capital Markets, Equities, Trading, Asset Managment, Investment Banking, Derivatives, Securities, Portfolio Management, Emerging Markets, Investments, Options, Mutual Funds, Structured Finance, Structured Products, Finance, Series 7, Bonds, Electronic Trading, Hedge Funds, Financial Markets, Credit, Asset Management, Fixed Income
Education
Cornell University - Johnson Graduate School of Management 1985 — 1987
MBA
Université Catholique de Louvain 1986 — 1987
MBA
Haverford College 1979 — 1983
Bachelor of Arts (BA)
Tricadia Capital Management July 2011 - Present
Atlas One June 2010 - July 2011
Collins Stewart July 2009 - November 2010
SAC Capital May 2005 - June 2008
SAC Capital Management 2005 - 2008
BNPP February 2001 - May 2005
Painewebber August 1999 - December 2000
Cantor Fitzgerald 1991 - 1999
Skills
Capital Markets, Equities, Trading, Asset Managment, Investment Banking, Derivatives, Securities, Portfolio Management, Emerging Markets, Investments, Options, Mutual Funds, Structured Finance, Structured Products, Finance, Series 7, Bonds, Electronic Trading, Hedge Funds, Financial Markets, Credit, Asset Management, Fixed Income
Education
Cornell University - Johnson Graduate School of Management 1985 — 1987
MBA
Université Catholique de Louvain 1986 — 1987
MBA
Haverford College 1979 — 1983
Bachelor of Arts (BA)
John Burkhartzmeyer's Collins Stewart Experience March 2010 - November 2011
Job Senior Trader at State of Wisconsin Investment Board
Industry Investment Management
Experience
State of Wisconsin Investment Board December 2013 - Present
Tempus Group/Groveland Capital January 2012 - November 2013
Collins Stewart March 2010 - November 2011
Pali Capital Inc. 2005 - 2010
Knight Financial Products 2000 - 2004
Mercury Trading 1993 - 1999
Education
Gustavus Adolphus College 1987 — 1991
State of Wisconsin Investment Board December 2013 - Present
Tempus Group/Groveland Capital January 2012 - November 2013
Collins Stewart March 2010 - November 2011
Pali Capital Inc. 2005 - 2010
Knight Financial Products 2000 - 2004
Mercury Trading 1993 - 1999
Education
Gustavus Adolphus College 1987 — 1991
Vincent Della Chiesa's Collins Stewart Experience November 2009 - May 2012
Job Virtualization Engineer at CoreOne Technologies
Industry Information Technology and Services
Experience
Bloomberg Philanthropies October 2014 - Present
CoreOne Technologies October 2013 - October 2014
Plan B Technologies, Inc. June 2012 - October 2013
COLLINS STEWART November 2009 - May 2012
Electronic Interface Associates August 2009 - August 2010
CorrectNet Inc. March 2006 - August 2008
CORRECTNET INC August 2005 - August 2008
Skills
VMware, Active Directory, VMware ESX, Windows Server, MS Server 2012, MS Server 2008 R2, Software Documentation, Microsoft Exchange, Citrix, Windows 8, Blackberry Enterprise..., Hyper-V, CCNA, Group Policy, Microsoft SQL Server, DNS, System Administration, Windows 7, Citrix Metaframe, Disaster Recovery, VMWware ESXi 5.1, CCAA for Citrix XenApp 6, CCA for XenDesktop 5, CCA for XenApp 6, CCA for XenServer 6, Exchange 2010, VMware Esxi 4.1, Citrix Provisioning..., Servers, Antivirus
Education
Roger Williams University 2000 — 2005
Engineering, Computer Engineer/Math Minors
Roger Williams University 2000 — 2005
Bachelor of Science, General Engineering
Bloomberg Philanthropies October 2014 - Present
CoreOne Technologies October 2013 - October 2014
Plan B Technologies, Inc. June 2012 - October 2013
COLLINS STEWART November 2009 - May 2012
Electronic Interface Associates August 2009 - August 2010
CorrectNet Inc. March 2006 - August 2008
CORRECTNET INC August 2005 - August 2008
Skills
VMware, Active Directory, VMware ESX, Windows Server, MS Server 2012, MS Server 2008 R2, Software Documentation, Microsoft Exchange, Citrix, Windows 8, Blackberry Enterprise..., Hyper-V, CCNA, Group Policy, Microsoft SQL Server, DNS, System Administration, Windows 7, Citrix Metaframe, Disaster Recovery, VMWware ESXi 5.1, CCAA for Citrix XenApp 6, CCA for XenDesktop 5, CCA for XenApp 6, CCA for XenServer 6, Exchange 2010, VMware Esxi 4.1, Citrix Provisioning..., Servers, Antivirus
Education
Roger Williams University 2000 — 2005
Engineering, Computer Engineer/Math Minors
Roger Williams University 2000 — 2005
Bachelor of Science, General Engineering
Chris Valvo's Collins Stewart Experience January 2008 - January 2010
Job Foreign Equity Trading at Maxim Group
Industry International Trade and Development
Experience
Maxim Group January 2012 - Present
Ticonderoga Securities LLC January 2010 - January 2012
Collins-Stewart January 2008 - January 2010
Citi January 2008 - March 2008
Pershing, a BNY Mellon company March 2004 - January 2008
Education
Columbia University in the City of New York 1992 — 1996
Maxim Group January 2012 - Present
Ticonderoga Securities LLC January 2010 - January 2012
Collins-Stewart January 2008 - January 2010
Citi January 2008 - March 2008
Pershing, a BNY Mellon company March 2004 - January 2008
Education
Columbia University in the City of New York 1992 — 1996
Austin Schwartz's Collins Stewart Experience May 2011 - August 2011
Job McMasterCarr
Industry Warehousing
Experience
McMaster-Carr July 2013 - Present
Rockefeller & Co., Inc. August 2011 - June 2013
Collins Stewart May 2011 - August 2011
HSBC May 2010 - August 2010
HSBC May 2009 - August 2009
Skills
Financial Modeling, Portfolio Management, Hedge Funds, Valuation, Bloomberg, Equities, Investments, Financial Analysis, Microsoft Office, Securities, Corporate Finance, Microsoft Excel, Research, Asset Managment, Trading, Due Diligence, PowerPoint, Business Development, Fixed Income, Capital Markets, Finance, Asset Allocation, Financial Risk, Equity Research, Quantitative Analytics, Insurance, Financial Reporting, Strategy, Business Strategy, Financial Services, Data Analysis, Investment Strategies, Microsoft Word, New Business Development, Supervisory Skills, Asset Management
Education
The University of Chicago Booth School of Business 2015 — 2018
Master of Business Administration (MBA)
Colgate University 2007 — 2011
Bachelor of Arts (B.A.), Political Science/Writing and Rhetoric
Cite Universitaire 2011 — 2011
Study Abroad, European Defense and Nationalism
McMaster-Carr July 2013 - Present
Rockefeller & Co., Inc. August 2011 - June 2013
Collins Stewart May 2011 - August 2011
HSBC May 2010 - August 2010
HSBC May 2009 - August 2009
Skills
Financial Modeling, Portfolio Management, Hedge Funds, Valuation, Bloomberg, Equities, Investments, Financial Analysis, Microsoft Office, Securities, Corporate Finance, Microsoft Excel, Research, Asset Managment, Trading, Due Diligence, PowerPoint, Business Development, Fixed Income, Capital Markets, Finance, Asset Allocation, Financial Risk, Equity Research, Quantitative Analytics, Insurance, Financial Reporting, Strategy, Business Strategy, Financial Services, Data Analysis, Investment Strategies, Microsoft Word, New Business Development, Supervisory Skills, Asset Management
Education
The University of Chicago Booth School of Business 2015 — 2018
Master of Business Administration (MBA)
Colgate University 2007 — 2011
Bachelor of Arts (B.A.), Political Science/Writing and Rhetoric
Cite Universitaire 2011 — 2011
Study Abroad, European Defense and Nationalism
Patrick McEvoy's Collins Stewart Experience March 2010 - Present
Job Managing Director, Canaccord Genuity Distressed Equities & Prefs, GSE's, Bankruptcies, Liquidations, Special Sits
Industry Capital Markets
Experience
Collins Stewart March 2010 - Present
Canaccord Genuity Group Inc. 2010 - 2014
Natixis March 2005 - August 2010
Skills
Equities, Proprietary Trading, Market Making, Special Situations, High Yield, Financial Risk, Arbitrage, Foreign Exchange, Hedge Funds, Bloomberg, Capital Markets, Fixed Income, Series 7, Trading, Alternative Investments, Investments, Asset Management, Valuation, Series 63, Investment Banking, Equity Trading, Options, Securities, Financial Analysis, Trading Systems, Equity Research, Financial Markets, Derivatives
Education
Skidmore College 2000 — 2003
Collins Stewart March 2010 - Present
Canaccord Genuity Group Inc. 2010 - 2014
Natixis March 2005 - August 2010
Skills
Equities, Proprietary Trading, Market Making, Special Situations, High Yield, Financial Risk, Arbitrage, Foreign Exchange, Hedge Funds, Bloomberg, Capital Markets, Fixed Income, Series 7, Trading, Alternative Investments, Investments, Asset Management, Valuation, Series 63, Investment Banking, Equity Trading, Options, Securities, Financial Analysis, Trading Systems, Equity Research, Financial Markets, Derivatives
Education
Skidmore College 2000 — 2003
Cangsang Huang's Collins Stewart Experience April 2008 - October 2008
Job Partner at Orient Cornerstone Capital
Industry Real Estate
Experience
Orient Cornerstone Capital January 2015 - Present
China Housing & Land Development, Inc. October 2008 - December 2014
Collins Stewart April 2008 - October 2008
Cantor Fitzgerald 2005 - 2007
China Communications Construction Company 2001 - 2004
Skills
Valuation, Investments, Investment Banking, IPO, Venture Capital, Financial Modeling, Private Placements, Due Diligence, Finance, Private Equity, Corporate Finance, Consolidation, Financial Analysis, Restructuring
Education
Columbia University in the City of New York 2004 — 2005
Master, Statistics
Columbia University in the City of New York
Orient Cornerstone Capital January 2015 - Present
China Housing & Land Development, Inc. October 2008 - December 2014
Collins Stewart April 2008 - October 2008
Cantor Fitzgerald 2005 - 2007
China Communications Construction Company 2001 - 2004
Skills
Valuation, Investments, Investment Banking, IPO, Venture Capital, Financial Modeling, Private Placements, Due Diligence, Finance, Private Equity, Corporate Finance, Consolidation, Financial Analysis, Restructuring
Education
Columbia University in the City of New York 2004 — 2005
Master, Statistics
Columbia University in the City of New York
Andrew St. Pierre's Collins Stewart Experience May 2009 - August 2010
Job Product Manager at Citi
Industry Financial Services
Liam Kenney's Collins Stewart Experience February 2002 - January 2006
Job Operations
Industry Hospital & Health Care
Experience
North River Home Care 2009 - Present
Broadpoint Capital, Inc. 2007 - 2009
Next Generation Equity Research 2006 - 2007
Collins Stewart February 2002 - January 2006
Skills
Equities, Series 7, Equity Trading, Capital Markets, Series 63, Fixed Income, Bloomberg, Investments, Investment Banking, Portfolio Management, Securities, Financial Markets, Valuation, Equity Valuation, Options
Education
Bentley University 1987 — 1991
B.S. Finance
North River Home Care 2009 - Present
Broadpoint Capital, Inc. 2007 - 2009
Next Generation Equity Research 2006 - 2007
Collins Stewart February 2002 - January 2006
Skills
Equities, Series 7, Equity Trading, Capital Markets, Series 63, Fixed Income, Bloomberg, Investments, Investment Banking, Portfolio Management, Securities, Financial Markets, Valuation, Equity Valuation, Options
Education
Bentley University 1987 — 1991
B.S. Finance
Sam Morgan's Collins Stewart Experience May 2006 - August 2006
Job Aerospace Marketing Specialist at Alcoa
Industry Mining & Metals
Experience
Alcoa November 2013 - Present
Alcoa June 2012 - November 2013
Alcoa May 2011 - June 2012
Investors Diversified Realty, LLC January 2011 - May 2011
Deutsche Bank December 2007 - July 2010
Morgan Stanley September 2007 - December 2007
Collins Stewart May 2006 - August 2006
Skills
Portfolio Management, Investments, Equities, Strategy, Fixed Income, New Business Development, Asset Allocation, Finance, Management, Trading, Financial Modeling, Financial Analysis, Valuation, Business Strategy, Corporate Finance, Competitive Analysis, Due Diligence, Market Research, Strategic Planning, Private Equity, Mergers & Acquisitions, Project Management, Product Development, Marketing Strategy, Data Visualization, User Experience Design
Education
Case Western Reserve University - Weatherhead School of Management 2010 — 2012
MBA, Strategy, Corporate Finance, Marketing
Hamilton College 2004 — 2007
Bachelor of Arts, Economics
University of Vermont 2003 — 2004
Hawken School 1999 — 2003
Alcoa November 2013 - Present
Alcoa June 2012 - November 2013
Alcoa May 2011 - June 2012
Investors Diversified Realty, LLC January 2011 - May 2011
Deutsche Bank December 2007 - July 2010
Morgan Stanley September 2007 - December 2007
Collins Stewart May 2006 - August 2006
Skills
Portfolio Management, Investments, Equities, Strategy, Fixed Income, New Business Development, Asset Allocation, Finance, Management, Trading, Financial Modeling, Financial Analysis, Valuation, Business Strategy, Corporate Finance, Competitive Analysis, Due Diligence, Market Research, Strategic Planning, Private Equity, Mergers & Acquisitions, Project Management, Product Development, Marketing Strategy, Data Visualization, User Experience Design
Education
Case Western Reserve University - Weatherhead School of Management 2010 — 2012
MBA, Strategy, Corporate Finance, Marketing
Hamilton College 2004 — 2007
Bachelor of Arts, Economics
University of Vermont 2003 — 2004
Hawken School 1999 — 2003
Onofrio Armenise's Collins Stewart Experience September 2008 - July 2009
Job Equity Trader at BGC Partners
Industry Financial Services
Experience
BGC Partners August 2015 - Present
Guggenheim Securities March 2012 - Present
Ticonderoga Securities August 2009 - January 2012
Collins Stewart September 2008 - July 2009
COLLINS STEWART LLC September 2008 - July 2009
BEAR, STEARNS & Co May 2005 - July 2008
Bear Stearns May 2001 - July 2008
Bear Stearns May 2004 - May 2005
Bear Stearns May 2001 - August 2003
Merrill Lynch November 2000 - March 2001
Skills
Bloomberg, Equities, Series 7, Securities, Trading, Capital Markets
Education
St. John's University, The Peter J. Tobin College of Business 2000 — 2001
MBA, International Finance
Università degli Studi di Bari 1990 — 1997
Laurea, Economics
St. John's University
Master of Business Administration, International Finance
University of Bari
Degree, Economic Sciences; International Economics
University of Turku
BGC Partners August 2015 - Present
Guggenheim Securities March 2012 - Present
Ticonderoga Securities August 2009 - January 2012
Collins Stewart September 2008 - July 2009
COLLINS STEWART LLC September 2008 - July 2009
BEAR, STEARNS & Co May 2005 - July 2008
Bear Stearns May 2001 - July 2008
Bear Stearns May 2004 - May 2005
Bear Stearns May 2001 - August 2003
Merrill Lynch November 2000 - March 2001
Skills
Bloomberg, Equities, Series 7, Securities, Trading, Capital Markets
Education
St. John's University, The Peter J. Tobin College of Business 2000 — 2001
MBA, International Finance
Università degli Studi di Bari 1990 — 1997
Laurea, Economics
St. John's University
Master of Business Administration, International Finance
University of Bari
Degree, Economic Sciences; International Economics
University of Turku
John McMahon's Collins Stewart Experience March 2005 - December 2010
Job Investment Banking at ABN AMRO Securities (USA) LLC
Industry Investment Banking
Experience
ABN AMRO Securities (USA) LLC September 2013 - Present
Baruch College January 2013 - Present
Newedge January 2011 - September 2013
Collins Stewart March 2005 - December 2010
Cantor Fitzgerald December 2003 - March 2005
Skills
Series 7, 55, 63, FINRA, Trading, Derivatives, Bloomberg, Equities, Hedge Funds, Sales, Equity Trading, Fixed Income, Options, Equity Derivatives, Capital Markets, Electronic Trading, Financial Markets, Trading Systems, Securities
Education
City University of New York-Baruch College 2013 — 2014
Master of Science (MS), Accounting
Fordham University 1998 — 2002
Xavier High School 1994 — 1998
ABN AMRO Securities (USA) LLC September 2013 - Present
Baruch College January 2013 - Present
Newedge January 2011 - September 2013
Collins Stewart March 2005 - December 2010
Cantor Fitzgerald December 2003 - March 2005
Skills
Series 7, 55, 63, FINRA, Trading, Derivatives, Bloomberg, Equities, Hedge Funds, Sales, Equity Trading, Fixed Income, Options, Equity Derivatives, Capital Markets, Electronic Trading, Financial Markets, Trading Systems, Securities
Education
City University of New York-Baruch College 2013 — 2014
Master of Science (MS), Accounting
Fordham University 1998 — 2002
Xavier High School 1994 — 1998
Brent Kelly's Collins Stewart Experience July 2008 - March 2010
Job Director, Commercial Business Development at AbbVie
Industry Pharmaceuticals
Experience
AbbVie January 2013 - Present
Abbott Laboratories March 2010 - January 2013
Collins Stewart July 2008 - March 2010
Jefferies & Company June 2007 - June 2008
Prudential Equity Group October 2006 - June 2007
Skills
Biotechnology, Equity Research, Business Development, Pharmaceutical Industry, Lifesciences, Drug Discovery, Competitive Analysis, Competitive Intelligence, Clinical Trials, Clinical Development, Product Launch, Strategy, Financial Modeling, Corporate Development, Commercialization, Due Diligence, Molecular Biology, Market Research
Education
Northwestern University - The Feinberg School of Medicine 2002 — 2006
PhD, Neuroscience
AbbVie January 2013 - Present
Abbott Laboratories March 2010 - January 2013
Collins Stewart July 2008 - March 2010
Jefferies & Company June 2007 - June 2008
Prudential Equity Group October 2006 - June 2007
Skills
Biotechnology, Equity Research, Business Development, Pharmaceutical Industry, Lifesciences, Drug Discovery, Competitive Analysis, Competitive Intelligence, Clinical Trials, Clinical Development, Product Launch, Strategy, Financial Modeling, Corporate Development, Commercialization, Due Diligence, Molecular Biology, Market Research
Education
Northwestern University - The Feinberg School of Medicine 2002 — 2006
PhD, Neuroscience
Matthew Kapusta's Collins Stewart Experience 2005 - 2009
Job Chief Financial Officer, uniQure
Industry Biotechnology
Experience
uniQure January 2015 - Present
AngioDynamics September 2011 - January 2015
Smith & Nephew Orthopaedics 2009 - 2011
Collins Stewart 2005 - 2009
Wells Fargo Securities, LLC 2002 - 2005
Robertson Stephens, Inc. 1999 - 2002
PaineWebber 1999 - 2000
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance, Business Management
University of Michigan - Stephen M. Ross School of Business 1990 — 1994
BBA, Finance, Accounting
uniQure January 2015 - Present
AngioDynamics September 2011 - January 2015
Smith & Nephew Orthopaedics 2009 - 2011
Collins Stewart 2005 - 2009
Wells Fargo Securities, LLC 2002 - 2005
Robertson Stephens, Inc. 1999 - 2002
PaineWebber 1999 - 2000
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance, Business Management
University of Michigan - Stephen M. Ross School of Business 1990 — 1994
BBA, Finance, Accounting
Mathew Oommen's Collins Stewart Experience September 2009 - August 2010
Job Investment Analyst at Irving Investors
Industry Investment Banking
Experience
Irving Investors 2013 - Present
Adiligy LLC August 2010 - Present
Conversion Partners / UMA 2012 - 2013
MF Global Inc 2010 - 2011
Collins Stewart September 2009 - August 2010
Thomas Weisel Partners 2007 - 2008
Capstone Partners 2006 - 2006
Skills
Mergers, Investment Banking, Valuation, Financial Modeling, Capital Markets, Mergers & Acquisitions, Private Equity, Analysis, Portfolio Management, Strategy, Investments, Financial Services, Fixed Income, Corporate Development, Equity Research, Finance, Trading, Equities, Due Diligence, Bloomberg
Education
Brown University 2003 — 2007
Bachelor, Economics
English College
GCE / GCSE
Irving Investors 2013 - Present
Adiligy LLC August 2010 - Present
Conversion Partners / UMA 2012 - 2013
MF Global Inc 2010 - 2011
Collins Stewart September 2009 - August 2010
Thomas Weisel Partners 2007 - 2008
Capstone Partners 2006 - 2006
Skills
Mergers, Investment Banking, Valuation, Financial Modeling, Capital Markets, Mergers & Acquisitions, Private Equity, Analysis, Portfolio Management, Strategy, Investments, Financial Services, Fixed Income, Corporate Development, Equity Research, Finance, Trading, Equities, Due Diligence, Bloomberg
Education
Brown University 2003 — 2007
Bachelor, Economics
English College
GCE / GCSE
Gina Chen's Collins Stewart Experience 2006 - 2008
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
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
John Lazzeri's Collins Stewart Experience 2008 - 2009
Job Commodities Broker at Macquarie Bank
Industry Financial Services
Experience
Macquarie Bank November 2010 - Present
Ballista Securities, LLC June 2010 - November 2010
Jesup & Lamont 2009 - June 2010
Collins Stewart 2008 - 2009
Husky Trading 2005 - 2008
Consolidated Trading 2003 - 2005
Fat Squirrel Trading Group 2002 - 2003
Wolverine Trading 1998 - 2001
Skills
Trading Systems, Trading, Options, Derivatives, Equities, Hedging, Commodity
Education
University of North Carolina at Chapel Hill 1990 — 1997
Bachelor of Science (BS)
Boston College
Macquarie Bank November 2010 - Present
Ballista Securities, LLC June 2010 - November 2010
Jesup & Lamont 2009 - June 2010
Collins Stewart 2008 - 2009
Husky Trading 2005 - 2008
Consolidated Trading 2003 - 2005
Fat Squirrel Trading Group 2002 - 2003
Wolverine Trading 1998 - 2001
Skills
Trading Systems, Trading, Options, Derivatives, Equities, Hedging, Commodity
Education
University of North Carolina at Chapel Hill 1990 — 1997
Bachelor of Science (BS)
Boston College
Richard Amalfitano's Collins Stewart Experience 2010 - Present
Job Vice President, Operations at Collins Stewart
Industry Financial Services
Experience
Collins Stewart 2010 - Present
Natixis Bleichroeder January 1997 - April 2010
Arnhold and S. Bleichroeder January 1997 - September 2002
Education
Baruch College, City University of New York (CUNY) 1989 — 1993
Bachelor of Business Administration, Computer Information Systems
PS 127
Collins Stewart 2010 - Present
Natixis Bleichroeder January 1997 - April 2010
Arnhold and S. Bleichroeder January 1997 - September 2002
Education
Baruch College, City University of New York (CUNY) 1989 — 1993
Bachelor of Business Administration, Computer Information Systems
PS 127
Michael Vittitoe's Collins Stewart Experience January 2010 - January 2012
Job Managing Director, Institutional Equity Sales
Industry Financial Services
Experience
Canaccord Genuity Inc. August 2012 - Present
Cowen and Company January 2012 - August 2012
Collins Stewart January 2010 - January 2012
COMSYS September 2009 - December 2009
Kaufman Bros. June 2007 - September 2009
Merrill Lynch 2006 - 2006
Education
Northeastern University 2002 — 2007
B.S., Finance
Seton Hall Preparatory School 1998 — 2002
Canaccord Genuity Inc. August 2012 - Present
Cowen and Company January 2012 - August 2012
Collins Stewart January 2010 - January 2012
COMSYS September 2009 - December 2009
Kaufman Bros. June 2007 - September 2009
Merrill Lynch 2006 - 2006
Education
Northeastern University 2002 — 2007
B.S., Finance
Seton Hall Preparatory School 1998 — 2002
David Haraburda's Collins Stewart Experience 2008 - 2012
Job Senior Vice President at Maxim Group
Industry Financial Services
Experience
Maxim Group 2012 - Present
Collins Stewart 2008 - 2012
Oppenheimer & Co. 2005 - 2008
Legg Mason 2003 - 2005
Citigroup Asset Management; Davis Skaggs 2000 - 2003
Bear Stearns 1997 - 2000
Skills
Series 7, series 9, Series 10, Series 24, Series 55, Series 63
Education
University of San Francisco 1993 — 1996
Bachelor of Science (BS), Finance and Financial Management Services
Campolindo Highschool 1986 — 1990
Maxim Group 2012 - Present
Collins Stewart 2008 - 2012
Oppenheimer & Co. 2005 - 2008
Legg Mason 2003 - 2005
Citigroup Asset Management; Davis Skaggs 2000 - 2003
Bear Stearns 1997 - 2000
Skills
Series 7, series 9, Series 10, Series 24, Series 55, Series 63
Education
University of San Francisco 1993 — 1996
Bachelor of Science (BS), Finance and Financial Management Services
Campolindo Highschool 1986 — 1990
Mike Antuono's Collins Stewart Experience December 2010 - November 2011
Job Institutional Sales & Trading at EJ Lance
Industry Investment Management
Experience
EJ Lance 2012 - Present
Collins Stewart December 2010 - November 2011
Preservation Partners September 2003 - November 2010
Centreinvest/Intelsa Asset Management November 1998 - September 2003
Garban 1997 - 1998
Prebon Yamane 1994 - 1998
Skills
Fixed Income, Equities, Alternative Investments, Trading, Bloomberg, Hedge Funds, Series 7, Capital Markets, Securities, Options, Equity Trading, Bonds, Electronic Trading, Financial Markets, Series 63, Series 24, Investment Banking, Trading Systems, Investment Strategies, Emerging Markets, Leadership, FINRA, Investments, Structured Products, Proprietary Trading, Equity Derivatives, Derivatives, ETFs, Trading Strategies, Hedging, FX Options, Equity Research, FX trading, Credit Derivatives, Currency, Swaps, Bloomberg Terminal, Asset Allocation, Asset Management, Mutual Funds, Financial Services, Portfolio Management, Institutional..., Commodity, Technical Analysis, Investment Advisory, High Yield, Investment Management, Prime Brokerage, Traders
Education
Seton Hall University 1978 — 1982
Bachelor of Science, Marketing/Finance
EJ Lance 2012 - Present
Collins Stewart December 2010 - November 2011
Preservation Partners September 2003 - November 2010
Centreinvest/Intelsa Asset Management November 1998 - September 2003
Garban 1997 - 1998
Prebon Yamane 1994 - 1998
Skills
Fixed Income, Equities, Alternative Investments, Trading, Bloomberg, Hedge Funds, Series 7, Capital Markets, Securities, Options, Equity Trading, Bonds, Electronic Trading, Financial Markets, Series 63, Series 24, Investment Banking, Trading Systems, Investment Strategies, Emerging Markets, Leadership, FINRA, Investments, Structured Products, Proprietary Trading, Equity Derivatives, Derivatives, ETFs, Trading Strategies, Hedging, FX Options, Equity Research, FX trading, Credit Derivatives, Currency, Swaps, Bloomberg Terminal, Asset Allocation, Asset Management, Mutual Funds, Financial Services, Portfolio Management, Institutional..., Commodity, Technical Analysis, Investment Advisory, High Yield, Investment Management, Prime Brokerage, Traders
Education
Seton Hall University 1978 — 1982
Bachelor of Science, Marketing/Finance
Laura Ekas, Ph.D.'s Collins Stewart Experience March 2010 - April 2012
Job Senior Director, Corporate Operations at Alexion Pharmaceuticals, Inc.
Industry Biotechnology
Experience
Alexion Pharmaceuticals, Inc. March 2015 - Present
Alexion Pharmaceuticals, Inc. January 2015 - Present
Alexion Pharmaceuticals, Inc. March 2014 - Present
Insight Strategy Advisors May 2012 - March 2014
Collins Stewart March 2010 - April 2012
Canaccord Adams July 2009 - March 2010
Collins Stewart May 2007 - February 2009
Skills
Equity Research, Financial Modeling, Valuation, Venture Capital, Biotechnology, Lifesciences, Due Diligence, Equities, Investment Banking, Investments, Investor Relations, Capital Markets, Hedge Funds, Private Equity, Portfolio Management, Corporate Finance, Pharmaceutical Industry, Series 7, Asset Managment, Research
Education
New York University School of Medicine 2002 — 2007
Ph.D., Pharmacology
The Johns Hopkins University 1996 — 2000
B.A., Neuroscience
Alexion Pharmaceuticals, Inc. March 2015 - Present
Alexion Pharmaceuticals, Inc. January 2015 - Present
Alexion Pharmaceuticals, Inc. March 2014 - Present
Insight Strategy Advisors May 2012 - March 2014
Collins Stewart March 2010 - April 2012
Canaccord Adams July 2009 - March 2010
Collins Stewart May 2007 - February 2009
Skills
Equity Research, Financial Modeling, Valuation, Venture Capital, Biotechnology, Lifesciences, Due Diligence, Equities, Investment Banking, Investments, Investor Relations, Capital Markets, Hedge Funds, Private Equity, Portfolio Management, Corporate Finance, Pharmaceutical Industry, Series 7, Asset Managment, Research
Education
New York University School of Medicine 2002 — 2007
Ph.D., Pharmacology
The Johns Hopkins University 1996 — 2000
B.A., Neuroscience
Robert Frizell's Collins Stewart Experience March 2009 - April 2010
Job Director at Citi
Industry Financial Services
Experience
Citi June 2010 - Present
Collins Stewart March 2009 - April 2010
Credit Suisse October 2000 - December 2008
Donaldson Lufkin Jenrette August 1994 - October 2000
Ernst & Young August 1987 - August 1994
Skills
Equities, Hedge Funds, Equity Research, Valuation, Alternative Investments, Capital Markets, Portfolio Management, Asset Managment, Investments, Investment Banking, Fixed Income, Bloomberg, Financial Modeling, Series 7, Securities
Education
The University of Texas at Austin 1983 — 1987
BBA, Finance
Citi June 2010 - Present
Collins Stewart March 2009 - April 2010
Credit Suisse October 2000 - December 2008
Donaldson Lufkin Jenrette August 1994 - October 2000
Ernst & Young August 1987 - August 1994
Skills
Equities, Hedge Funds, Equity Research, Valuation, Alternative Investments, Capital Markets, Portfolio Management, Asset Managment, Investments, Investment Banking, Fixed Income, Bloomberg, Financial Modeling, Series 7, Securities
Education
The University of Texas at Austin 1983 — 1987
BBA, Finance
Keith Luca's Collins Stewart Experience IT ManagerC.E. Unterberg, Towbin2000 - 2007
Job Director of Information Technology at Collins Stewart
Industry Investment Banking
Experience
Collins Stewart IT ManagerC.E. Unterberg, Towbin2000 - 2007
Comprehensive Habilitation Services 1997 - 2000
Education
Pace University - Lubin School of Business 1984 — 1990
MBA, MIS - Finance
Bryant University 1980 — 1984
BA, MIS
Collins Stewart IT ManagerC.E. Unterberg, Towbin2000 - 2007
Comprehensive Habilitation Services 1997 - 2000
Education
Pace University - Lubin School of Business 1984 — 1990
MBA, MIS - Finance
Bryant University 1980 — 1984
BA, MIS
William Crawford's Collins Stewart Experience October 2004 - June 2006
Job sales and trading at MKM Partners
Industry Financial Services
Experience
MKM Partners June 2006 - Present
Collins Stewart October 2004 - June 2006
Merrill Lynch April 2002 - November 2002
Skills
Investments, Portfolio Management, Hedge Funds, Trading, Asset Management, Business Development, Sales, Equities, Series 7, Bloomberg, Series 63, Fixed Income, Equity Trading, Capital Markets, Equity Research, Securities, Electronic Trading, Alternative Investments, Derivatives, Options
Education
Roanoke College 1993 — 1997
Bachelor's degree
MKM Partners June 2006 - Present
Collins Stewart October 2004 - June 2006
Merrill Lynch April 2002 - November 2002
Skills
Investments, Portfolio Management, Hedge Funds, Trading, Asset Management, Business Development, Sales, Equities, Series 7, Bloomberg, Series 63, Fixed Income, Equity Trading, Capital Markets, Equity Research, Securities, Electronic Trading, Alternative Investments, Derivatives, Options
Education
Roanoke College 1993 — 1997
Bachelor's degree
Giuliano Anderes-Bologna's Collins Stewart Experience June 2011 - February 2012
Job Vice President / Research at BTIG
Industry Financial Services
Experience
BTIG May 2012 - Present
Collins Stewart June 2011 - February 2012
The Benchmark Company June 2010 - December 2010
UBS January 2010 - May 2010
Skills
Bloomberg, Financial Modeling, Equities, Financial Analysis, Valuation, Investment Banking, Equity Research, Series 7, Equity Valuation, Research
Education
Fordham University
Bachelor of Science (BS), Finance
Hofstra University
MBA, Finance
BTIG May 2012 - Present
Collins Stewart June 2011 - February 2012
The Benchmark Company June 2010 - December 2010
UBS January 2010 - May 2010
Skills
Bloomberg, Financial Modeling, Equities, Financial Analysis, Valuation, Investment Banking, Equity Research, Series 7, Equity Valuation, Research
Education
Fordham University
Bachelor of Science (BS), Finance
Hofstra University
MBA, Finance
Charles W. Howard's Collins Stewart Experience February 2010 - November 2010
Job Managing Director at R.W. Pressprich & Co.
Industry Investment Banking
Experience
R.W. Pressprich & Co. March 2015 - Present
The Seaport Group November 2013 - March 2015
Global Hunter Securities August 2012 - November 2013
Knight Capital Group December 2010 - July 2012
Collins Stewart February 2010 - November 2010
Pali Capital May 2008 - February 2010
RBC Capital Markets August 2001 - May 2008
Education
Monmouth University - Leon Hess Business School
MBA, Finance
University of North Carolina at Charlotte
Bachelor's Degree
R.W. Pressprich & Co. March 2015 - Present
The Seaport Group November 2013 - March 2015
Global Hunter Securities August 2012 - November 2013
Knight Capital Group December 2010 - July 2012
Collins Stewart February 2010 - November 2010
Pali Capital May 2008 - February 2010
RBC Capital Markets August 2001 - May 2008
Education
Monmouth University - Leon Hess Business School
MBA, Finance
University of North Carolina at Charlotte
Bachelor's Degree
Matthew Dorn's Collins Stewart Experience November 2007 - November 2010
Job Senior Vice President, Financial Advisor at Dorn & Co., Inc.
Industry Financial Services
Experience
Dorn & Co., Inc. May 2012 - Present
Wedbush Securities December 2010 - May 2012
Collins Stewart November 2007 - November 2010
RBC Capital Markets July 1995 - November 2007
Skills
Investments, Wealth Management, Series 7, Equity Trading, Retirement Planning, Equities, Estate Planning, Portfolio Management, Risk Management
Education
Drake University 1991 — 1995
BS, Business Administration
Dorn & Co., Inc. May 2012 - Present
Wedbush Securities December 2010 - May 2012
Collins Stewart November 2007 - November 2010
RBC Capital Markets July 1995 - November 2007
Skills
Investments, Wealth Management, Series 7, Equity Trading, Retirement Planning, Equities, Estate Planning, Portfolio Management, Risk Management
Education
Drake University 1991 — 1995
BS, Business Administration
Paul Prentice's Collins Stewart Experience February 2010 - February 2012
Job President, Sawtooth Solutions, LLC
Industry Investment Banking
Experience
Sawtooth Solutions, LLC April 2014 - Present
MKM Partners November 2012 - April 2014
Collins Stewart February 2010 - February 2012
Pali Capital 2004 - 2010
RBC Capital Markets 1997 - 2004
Skills
Hedge Funds, Alternative Investments, Equity Trading, Series 7, Fixed Income, Bloomberg, Capital Markets, Equity Research, Options, Securities, Investment Banking, Series 63, Electronic Trading, Trading, Equity Derivatives
Education
Dartmouth College 1985 — 1989
Bachelor of Arts (BA), Economics, Geography
Sawtooth Solutions, LLC April 2014 - Present
MKM Partners November 2012 - April 2014
Collins Stewart February 2010 - February 2012
Pali Capital 2004 - 2010
RBC Capital Markets 1997 - 2004
Skills
Hedge Funds, Alternative Investments, Equity Trading, Series 7, Fixed Income, Bloomberg, Capital Markets, Equity Research, Options, Securities, Investment Banking, Series 63, Electronic Trading, Trading, Equity Derivatives
Education
Dartmouth College 1985 — 1989
Bachelor of Arts (BA), Economics, Geography
Rob Rosenhaus's Collins Stewart Experience November 2011 - January 2012
Job Research Associate at Telsey Advisory Group
Industry Investment Banking
Experience
Telsey Advisory Group November 2014 - Present
Imperial Capital, LLC January 2012 - July 2014
Collins Stewart November 2011 - January 2012
Morgan Joseph TriArtisan LLC March 2010 - November 2011
Skills
Capital Structure, Financial Modeling, Equity Research, Research, Competitive Analysis
Education
Lehigh University - College of Business and Economics 2005 — 2009
Finance, Finance, Accounting
Avon Old Farms School 2003 — 2005
Telsey Advisory Group November 2014 - Present
Imperial Capital, LLC January 2012 - July 2014
Collins Stewart November 2011 - January 2012
Morgan Joseph TriArtisan LLC March 2010 - November 2011
Skills
Capital Structure, Financial Modeling, Equity Research, Research, Competitive Analysis
Education
Lehigh University - College of Business and Economics 2005 — 2009
Finance, Finance, Accounting
Avon Old Farms School 2003 — 2005
Brian McKenna's Collins Stewart Experience January 2010 - October 2011
Job Managing Director at Cantor Fitzgerald
Industry Investment Banking
Experience
Cantor Fitzgerald September 2012 - Present
CRT Capital Group September 2012 - 2013
Collins Stewart January 2010 - October 2011
William Blair & Company January 2005 - January 2010
Susquehanna International Group June 2002 - February 2005
Skills
Hedge Funds, Alternative Investments, Asset Managment, Investment Banking, Portfolio Management, Fund Of Funds, Investments, Fixed Income
Education
Brunswick School 1982 — 1982
American University
BA, School of International Service- SIS
Cantor Fitzgerald September 2012 - Present
CRT Capital Group September 2012 - 2013
Collins Stewart January 2010 - October 2011
William Blair & Company January 2005 - January 2010
Susquehanna International Group June 2002 - February 2005
Skills
Hedge Funds, Alternative Investments, Asset Managment, Investment Banking, Portfolio Management, Fund Of Funds, Investments, Fixed Income
Education
Brunswick School 1982 — 1982
American University
BA, School of International Service- SIS
Tao Levy's Collins Stewart Experience September 2010 - February 2012
Job Managing Director, Medical Devices equity research at Wedbush Securities
Industry Investment Banking
Experience
Wedbush Securities March 2013 - Present
Loewen Ondaatje McCutcheon August 2012 - March 2013
Collins Stewart September 2010 - February 2012
Deutsche Bank 2002 - 2010
Education
University of Pennsylvania 1991 — 1995
BA, Biology
Wedbush Securities March 2013 - Present
Loewen Ondaatje McCutcheon August 2012 - March 2013
Collins Stewart September 2010 - February 2012
Deutsche Bank 2002 - 2010
Education
University of Pennsylvania 1991 — 1995
BA, Biology
Linda A. Osorio's Collins Stewart Experience March 2011 - July 2012
Job Financial Reporting Accountant, The New York Times Company
Industry Newspapers
Experience
The New York Times September 2012 - Present
Collins Stewart March 2011 - July 2012
New York Times Company September 2010 - December 2010
Whole Foods Market September 2005 - May 2008
Skills
Accounting, Financial Reporting, Excel, Accounts Payable, Inventory Management, Customer Service, Word, Hyperion HFM, Blackline, Accounts Receivable, Payroll, Account Reconciliation, Financial Analysis, Microsoft Word, Microsoft Excel
Education
Berkeley College 2008 — 2010
BA, Accounting
The New York Times September 2012 - Present
Collins Stewart March 2011 - July 2012
New York Times Company September 2010 - December 2010
Whole Foods Market September 2005 - May 2008
Skills
Accounting, Financial Reporting, Excel, Accounts Payable, Inventory Management, Customer Service, Word, Hyperion HFM, Blackline, Accounts Receivable, Payroll, Account Reconciliation, Financial Analysis, Microsoft Word, Microsoft Excel
Education
Berkeley College 2008 — 2010
BA, Accounting
Marcin Wolynski's Collins Stewart Experience June 2010 - March 2012
Job Donor Systems Associate at City Harvest
Industry Investment Banking
Experience
City Harvest April 2013 - Present
Collins Stewart June 2010 - March 2012
Hebrew Health Care April 2008 - April 2010
Fund for Public Interest Research January 2006 - December 2007
Education
University of Massachusetts, Amherst 2002 — 2005
BS, Social Thought and Political Economy
City Harvest April 2013 - Present
Collins Stewart June 2010 - March 2012
Hebrew Health Care April 2008 - April 2010
Fund for Public Interest Research January 2006 - December 2007
Education
University of Massachusetts, Amherst 2002 — 2005
BS, Social Thought and Political Economy
Chris Beyer's Collins Stewart Experience 2009 - 2011
Job Equity Sales TradingCantor Fitzgerald
Industry Investment Management
Experience
Cantor Fitzgerald October 2012 - Present
Auriga Securities July 2011 - June 2012
Collins Stewart 2009 - 2011
Natixis 2003 - 2008
Schwab Soundview 2003 - 2004
Weeden & Co. 2003 - 2004
SG Cowen 1990 - 2003
Skills
Equities, Hedge Funds, Fixed Income, Capital Markets, Trading, Bloomberg, Derivatives, Asset Management, Investment Banking, Investments, Series 7, Equity Research, Equity Trading, Financial Markets, Securities, Alternative Investments, Portfolio Management, Electronic Trading, Valuation, Options, Series 63
Education
Ohio University 1978 — 1982
BA, Economics
Cantor Fitzgerald October 2012 - Present
Auriga Securities July 2011 - June 2012
Collins Stewart 2009 - 2011
Natixis 2003 - 2008
Schwab Soundview 2003 - 2004
Weeden & Co. 2003 - 2004
SG Cowen 1990 - 2003
Skills
Equities, Hedge Funds, Fixed Income, Capital Markets, Trading, Bloomberg, Derivatives, Asset Management, Investment Banking, Investments, Series 7, Equity Research, Equity Trading, Financial Markets, Securities, Alternative Investments, Portfolio Management, Electronic Trading, Valuation, Options, Series 63
Education
Ohio University 1978 — 1982
BA, Economics
Kelso Davis's Collins Stewart Experience August 2007 - January 2008
Job Executive Underwriter for The Hartford
Industry Insurance
Experience
The Hartford August 2013 - Present
Chardan Capital Markets March 2008 - July 2013
Collins Stewart August 2007 - January 2008
CE Unterberg, Towbin November 1999 - August 2007
Skills
Hedge Funds, Equities, Alternative Investments, Asset Managment, Series 7, Investments, Portfolio Management, Equity Research, Private Equity, Investment Strategies, Bloomberg, Valuation, Securities, Series 63, Fixed Income, Mergers, Trading
Education
Hamilton College 1994 — 1998
Bachelor of Arts (B.A.), Political Science and Government
Westminster School 1990 — 1994
High School
The Hartford August 2013 - Present
Chardan Capital Markets March 2008 - July 2013
Collins Stewart August 2007 - January 2008
CE Unterberg, Towbin November 1999 - August 2007
Skills
Hedge Funds, Equities, Alternative Investments, Asset Managment, Series 7, Investments, Portfolio Management, Equity Research, Private Equity, Investment Strategies, Bloomberg, Valuation, Securities, Series 63, Fixed Income, Mergers, Trading
Education
Hamilton College 1994 — 1998
Bachelor of Arts (B.A.), Political Science and Government
Westminster School 1990 — 1994
High School
Sean Patrick Farrell's Collins Stewart Experience January 2009 - January 2011
Job Head of Intl & Domestic Sales Trading at Societe Generale , Americas
Industry Banking
Experience
Societe Generale January 2011 - Present
Collins Stewart January 2009 - January 2011
Merrill Lynch 2005 - 2009
Citi 2000 - 2005
Donaldson, Lufkin & Jenrette 1989 - 2000
Skills
Investment Sales, Trading, Financial Markets, Management, Equity Sales, Banking, Electronic Trading, Equity Derivatives, Equities, Equity Trading, Portfolio Management, Investment Banking, Capital Markets, Hedge Funds, Bloomberg, Securities, Series 7, Trading Systems, Emerging Markets
Education
Siena College
Bachelor of Arts (BA), Business Administration and Management, General
Societe Generale January 2011 - Present
Collins Stewart January 2009 - January 2011
Merrill Lynch 2005 - 2009
Citi 2000 - 2005
Donaldson, Lufkin & Jenrette 1989 - 2000
Skills
Investment Sales, Trading, Financial Markets, Management, Equity Sales, Banking, Electronic Trading, Equity Derivatives, Equities, Equity Trading, Portfolio Management, Investment Banking, Capital Markets, Hedge Funds, Bloomberg, Securities, Series 7, Trading Systems, Emerging Markets
Education
Siena College
Bachelor of Arts (BA), Business Administration and Management, General