Compass Point Research and Trading LLC

Description

Address: The Foundry Building, 1055 Thomas Jefferson St NW #303, Washington, DC 20007 Phone: (202) 540-7300: Place name: : : Website: : Category: Hours: : : Website: http://www.compasspointllc.com/ Category: Investment Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Compass Point Research & Trading, LLC Posting publicly on the Web Write a review Reviews Be the first to review

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Compass Point Research and Trading LLC Employees

Employee
Years
Job
Industry
Vishnu Reddy Vishnu Reddy San Francisco, California Details
Vishnu Reddy's Compass Point Research and Trading LLC Experience May 2014 - August 2014
Job Investment Banking Analyst at JMP Securities
Industry Investment Banking
Experience
JMP Securities LLC  July 2015 - Present
Joseph R. Zontek Scholarship Foundation   May 2009 - Present
Compass Point Research and Trading LLC   May 2014 - August 2014
Mylan  May 2013 - May 2014

Skills
Financial Accounting, Finance, Microsoft Office, Innovation, Adaptability, Perseverance, Intellectual, Ingenuity, Intuition, Solution Focused, Teamwork, Team Leadership, Leadership, Business Intelligence, Business Analysis, Writing, Learning Quickly, Microsoft Excel, Business Strategy, Management, Budgets, Mergers & Acquisitions, Analysis, Valuation, Change Management, Investments, Accounting

Education
Claremont McKenna College   2014 — 2015
Master's Degree, Finance, 3.7/4.0

West Virginia University   2012 — 2014
Bachelor of Science in Business Administration, Finance, General, 3.3/4.0

Saint Louis University   2006 — 2010
Pre-Medicine/Pre-Medical Studies, Biology

Catherine Zinn Catherine Zinn Washington D.C. Metro Area Details
Catherine Zinn's Compass Point Research and Trading LLC Experience February 2011 - November 2011
Job NMLS 221435
Industry Financial Services
Experience
First Guaranty Mortgage Corporation®  April 2015 - Present
NEAT Method  February 2013 - Present
NVR, Inc.   October 2009 - 2012
Compass Point Research and Trading LLC   February 2011 - November 2011
Vocus  May 2009 - October 2009
Corporate Executive Board  June 2008 - April 2009
Lifetime Television  June 2007 - August 2007

Skills
Salesforce.com, Lead Generation, Cold Calling, Account Management, Sales, Sales Process, New Business Development, Marketing, Direct Sales, Business Development, Sales Management, Marketing Strategy, Market Research, Strategic Planning, Social Media Marketing, Social Media, CRM, Customer Service, Sales Presentations, Financial Services, Microsoft Excel

Education
James Madison University   2004 — 2008
BBA, Marketing

Denise Frazzini Denise Frazzini Pittsburgh, Pennsylvania Details
Denise Frazzini's Compass Point Research and Trading LLC Experience June 2009 - December 2009
Job MBA, Geo Washington University
Industry Investment Management
Experience
Compass Point Research and Trading LLC   June 2009 - December 2009
AMERICAN MUNICIPAL SECURITIES  January 2008 - August 2008
Seagate Technology  July 2002 - October 2007
MICRO INTEGRATED SYSTEMS, INC   June 1997 - July 1998
LOUIS J   May 1990 - January 1996

Education
The George Washington University - School of Business   2008 — 2010
MBA candidate, Finance and Investing

SCHOOL OF THE ART INSTITUTE OF CHICAGO
Bachelor of Fine Arts, Visual Communication

GEORGE WASHINGTON UNIVERSITY
Master of Business Administration, Finance and Investments

Mount Vernon Fellow

Tom Sheedy Tom Sheedy Washington, District Of Columbia Details
Tom Sheedy's Compass Point Research and Trading LLC Experience June 2011 - Present
Job Managing Director at Compass Point Research and Trading LLC
Industry Capital Markets
Experience
Compass Point Research and Trading LLC   June 2011 - Present
First Albany Capital  March 2001 - June 2007
Robertson Stephens  March 1994 - October 2000

Skills
Institutional Sales..., Capital Markets, Sales, Trading, Equities, Management, Investment Banking, Investments, Hedge Funds, Bloomberg, Financial Markets, Equity Research, Hedging

Education
Southern Methodist University   1986 — 1987
Master of Business Administration (MBA), Finance

Vanderbilt University   1980 — 1984
BS, Electrical Engineering

Nicole Turman Nicole Turman Washington D.C. Metro Area Details
Nicole Turman's Compass Point Research and Trading LLC Experience February 2009 - June 2013
Job Sales Trader at Compass Point Research and Trading
Industry Capital Markets
Experience
Compass Point Research and Trading LLC   February 2009 - June 2013
UBS Wealth Management  July 2007 - January 2009
Friedman, Billings, Ramsey   November 2002 - July 2007

Skills
Equities

Education
Emory University   1998 — 2002

Trinity Preparatory School   1992 — 1998

Allison Fulenwider Allison Fulenwider Greater New York City Area Details
Allison Fulenwider's Compass Point Research and Trading LLC Experience January 2014 - May 2014
Job Investment Banking Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse  July 2014 - Present
Compass Point Research and Trading LLC   January 2014 - May 2014
Credit Suisse  June 2013 - August 2013
Knight Capital Group  May 2012 - June 2012

Education
Georgetown University - The McDonough School of Business   2010 — 2014
B.S. in Business Administration, Majors: Finance, International Business Minor: Psychology, Magna Cum Laude

Oxford University   2012 — 2012
Undergraduate Business Program in Comparative Strategic Management

Al Smith Al Smith San Francisco Bay Area Details
Al Smith's Compass Point Research and Trading LLC Experience November 2009 - May 2010
Job Director, Product Development & Strategy at Meetyl, Inc.
Industry Financial Services
Experience
Meetyl Inc.   September 2012 - Present
Continuware Corporation   August 2014 - February 2015
Orinda Asset Management   March 2011 - September 2011
Compass Point Research and Trading LLC   November 2009 - May 2010
FBR Capital Markets  August 2005 - September 2009
Legg Mason  June 2004 - August 2004
Morgan Stanley Wealth Management (Formerly Smith Barney)   June 2003 - August 2003

Skills
Series 7, Capital Markets, Investments, Hedge Funds, Long/Short Equity, Start-ups, Sales, Financial Analysis, Accounting, Institutional Equity..., Marketing Strategy, User Interface Design, Alternative Investments, Equity Research, Equities, Series 63, Mutual Funds, Institutional..., Equity Trading, Financial Advisory, Asset Management, Investor Relations, Bloomberg, Securities, FINRA, Investment Management, Equity Valuation, Portfolio Management, Fixed Income, Valuation, Asset Allocation, Investment Strategies, Financial Markets, ETFs, Trading

Education
University of Maryland College Park   2001 — 2005
Finance

Copenhagen Business School   2003 — 2003
International Business, Finance

Towson High School   1997 — 2001

Tom Ellington Tom Ellington Washington, District Of Columbia Details
Tom Ellington's Compass Point Research and Trading LLC Experience June 2011 - August 2011
Job Account Manager at Coca Cola Refreshments
Industry Consumer Goods
Experience
The Coca-Cola Company  October 2014 - Present
Woodberry Forest School  July 2012 - July 2014
Compass Point Research and Trading LLC   June 2011 - August 2011

Skills
Microsoft Excel, Microsoft Office, Social Media, PowerPoint, Public Speaking, Event Planning, Microsoft Word, Research, Fundraising, Data Analysis, Marketing, Social Networking, Financial Analysis, Editing, Customer Service, Sales, Leadership, Social Media Marketing

Education
Georgetown University
Master of Professional Studies, Sports Industry Management, 1st year

University of Virginia   2008 — 2012

Woodberry Forest School   2004 — 2008

Samara Language Institute

Jackie Earle Jackie Earle Washington D.C. Metro Area Details
Jackie Earle's Compass Point Research and Trading LLC Experience August 2014 - Present
Job Sales Associate at Compass Point Research and Trading LLC
Industry Financial Services
Experience
Compass Point Research and Trading LLC   August 2014 - Present
Compass Point Research and Trading   May 2012 - August 2014
Wells Fargo  July 2011 - March 2012
Morgan Stanley Smith Barney  January 2011 - May 2011
UBS  September 2010 - December 2010

Skills
Strategic Financial..., Equities, Asset Allocation, Securities, Microsoft Excel, Accounting, Mutual Funds, Bloomberg, Finance, Investments, Financial Advisory, Retirement, Wealth Management, Bonds, CRM, Financial Modeling, Capital Markets, Valuation, Equity Research, Auditing, PowerPoint, Series 7

Education
Fairfield University   2007 — 2011
Bachelor of Science, Finance, Economics

Florence University of the Arts   2009 — 2009

Kenny Jen Kenny Jen Monterey Park, California Details
Kenny Jen's Compass Point Research and Trading LLC Experience January 2015 - May 2015
Job Equity Research Summer Analyst at Credit Suisse AG
Industry Financial Services
Experience
Credit Suisse  June 2015 - August 2015
Compass Point Research and Trading LLC   January 2015 - May 2015
Alan Stone & Company   May 2014 - September 2014
Sanli Pastore & Hill, Inc.   June 2013 - August 2013
Man Realty Investment Group   May 2012 - June 2012

Skills
Equity Research, Valuation, Economics, Research, Online Marketing, Public Speaking, Financial Markets, Financial Modeling, Investment Banking, Bloomberg, Equity Valuation, Equities, Financial Analysis, Business Valuation

Education
Georgetown University - The McDonough School of Business   2013 — 2016
Bachelor of Business Administration (B.B.A.), Finance, 3.74 / 4.00

UC Santa Barbara   2012 — 2013
Bachelor of Arts (B.A.), Economics and Accounting, 3.86 / 4.00

Mark Keppel High School   2008 — 2012
High School Diploma, 4.12

Jeffrey J. Hood Jeffrey J. Hood Washington, District Of Columbia Details
Jeffrey J. Hood's Compass Point Research and Trading LLC Experience April 2012 - March 2014
Job Managing Partner, CoFounder at VogelHood Research
Industry Financial Services
Experience
VogelHood Research   March 2014 - Present
Compass Point Research and Trading LLC   April 2012 - March 2014
Sterne Agee  February 2006 - February 2012
Fox-Pitt, Kelton  December 1989 - June 2004

Skills
Sales and Trading, Investment Research, Hedge Funds, Private Equity, Institutional Sales, Mutual Funds, Pension Funds, Asset Management, Mergers & Acquisitions, Investments

Education
Moravian College   1980 — 1985
Bachelor of Arts (B.A.), Political Science and Government

Ryan Shuler Ryan Shuler Washington, District Of Columbia Details
Ryan Shuler's Compass Point Research and Trading LLC Experience August 2013 - Present
Job Compass Point Research and Trading LLC
Industry Financial Services
Experience
Compass Point Research and Trading LLC   August 2013 - Present
Bloomberg  March 2012 - July 2013

Skills
Portfolio Management, Bloomberg, Research, Equities, Analytics, Sales, Risk Management, Series 7, Series 63

Education
Georgetown University   2007 — 2011
Bachelor of Business Administration

Brad Gifford Brad Gifford Daytona Beach, Florida Area Details
Brad Gifford's Compass Point Research and Trading LLC Experience December 2009 - December 2010
Job Business Professional, Free Agent
Industry Marketing and Advertising
Experience
DME  February 2014 - March 2014
Gifford Financial, LLC   July 2009 - January 2014
Compass Point Research and Trading LLC   December 2009 - December 2010
RidgeWorth Capital Management  January 2005 - June 2009
Harrington Insurance Agency  September 2002 - December 2004
Morgan Stanley  January 1996 - September 2002

Skills
Finance, Investments, Sales, Securities, Selling, Mutual Funds, Financial Planners, Insurance, Portfolio Management, Fixed Annuities, Retirement Planning, Leadership, Banking, Series 7, Series 63, Marketing Strategy, SaaS, PURLs, Web Marketing, Direct Mail, Digital Printing

Education
University of Mississippi   1991 — 1995
Bachelor of Science, Business Administration; Marketing; Finance and Accounting

University of Mississippi - School of Business Administration   1991 — 1995
Bachelors of Business Administration, Marketing

Oglethorpe University   2006 — 2008
Financial Planning, Finance, General

SPARKS Training   2005 — 2008
Accredited Retirement Plan Consultant, Retirement Planning

The Baylor School   1989 — 1991
General

Jake Ruppert Jake Ruppert Washington D.C. Metro Area Details
Jake Ruppert's Compass Point Research and Trading LLC Experience February 2011 - Present
Job at Compass Point Research and Trading LLC
Industry Capital Markets
Experience
Compass Point Research and Trading LLC   February 2011 - Present
FBR Capital Markets  June 2006 - April 2011

Skills
Equity Research, Investment Banking, Financial Modeling, Equity Valuation, Alternative Investments

Education
Saint Joseph's University   2002 — 2006
Bachelor's, Finance, Economics

georgetown prep

Stacey Rusk Stacey Rusk Washington D.C. Metro Area Details
Stacey Rusk's Compass Point Research and Trading LLC Experience January 2008 - October 2012
Job Program Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  February 2013 - Present
Summer Street Research Partners  October 2012 - February 2013
Compass Point Research and Trading, LLC  January 2008 - October 2012
Gridpoint  May 2005 - January 2008
Xchange, Inc  1997 - 2001
Perspective Technology Corporation   March 1995 - June 1997
Cap Gemini Ernst & Young  1994 - 1995

Education
The George Washington University - School of Business   2007 — 2009

San Diego State University-California State University   1987 — 1991
BS, Business

Khelan Dattani Khelan Dattani Washington D.C. Metro Area Details
Khelan Dattani's Compass Point Research and Trading LLC Experience May 2014 - Present
Job Managing Director, Investment Banking at Compass Point Research and Trading LLC
Industry Banking
Experience
Compass Point Research and Trading LLC   May 2014 - Present
FBR  January 2009 - April 2014
FBR  January 2007 - December 2008
FBR  January 2006 - December 2006
FBR  January 2005 - December 2005
FBR  January 2003 - December 2004
Dresdner Kleinwort Wasserstein  August 1999 - August 2000
PwC  April 1997 - August 1999

Skills
Equities, Investment Banking, Valuation, Risk Management, Financial Structuring, IPO, Capital Markets, Private Equity, Mergers & Acquisitions, Due Diligence, Hedge Funds, Corporate Finance, Financial Modeling

Education
The George Washington University   2001 — 2002
Masters in Finance, Finance, 3.9 GPA

The Institute of Chartered Accountants of India   1997 — 2000
Chartered Accountant, Accounting, Rank holder

Andrew Eskelsen Andrew Eskelsen Washington D.C. Metro Area Details
Andrew Eskelsen's Compass Point Research and Trading LLC Experience August 2014 - Present
Job Associate Analyst at Compass Point Research & Trading
Industry Financial Services
Experience
Compass Point Research and Trading LLC   August 2014 - Present
West Financial Services  April 2012 - July 2014
Guggenheim Investments  November 2010 - March 2012
Ryan & Wetmore, PC   June 2008 - September 2008

Skills
Financial Analysis, Accounting, Research, Financial Reporting, Customer Service, Securities, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Services, Asset Management, Equities, Leadership, Portfolio Management, Management, PowerPoint, Investments, Finance, Fixed Income, Mutual Funds, Marketing

Education
College of Charleston   2006 — 2010
BA, Business Administration

College of Charleston

Adam Shifrin Adam Shifrin Nashville, Tennessee Details
Adam Shifrin's Compass Point Research and Trading LLC Experience June 2011 - September 2012
Job Managing Director, Head of Institutional Sales at Avondale Partners
Industry Investment Banking
Experience
Avondale Partners  September 2012 - Present
Compass Point Research and Trading LLC   June 2011 - September 2012
Needham & Company  August 2006 - May 2011
BestVest Investments   August 2004 - May 2006
2040 Sortie LLC   December 2000 - September 2004

Skills
Microsoft Office, Lava, Sales, Investments, Financial Analysis, Due Diligence, Equities, Series 7

Education
Temple University   2000 — 2002
Masters of Arts, Instrumental Performance

Temple University   1996 — 2000
Bachelors of Arts, Instrumental Performance

Lauren Burk Lauren Burk Washington D.C. Metro Area Details
Lauren Burk's Compass Point Research and Trading LLC Experience November 2008 - Present
Job Partner, Sales & Trading
Industry Financial Services
Experience
Compass Point Research and Trading LLC   November 2008 - Present
FBR  2004 - November 2008

Skills
Bloomberg, Capital Markets, Equities, Equity Research, FINRA, Microsoft Office, Securities, Series 7

Education
Syracuse University   2001 — 2002
MS, Broadcast Journalism

Franklin & Marshall College   1997 — 2001
BA, Sociology, French

Chris Gamaitoni Chris Gamaitoni Washington D.C. Metro Area Details
Chris Gamaitoni's Compass Point Research and Trading LLC Experience March 2010 - April 2012
Job Partner at Autonomous Research
Industry Financial Services
Experience
Autonomous Research   December 2013 - Present
Millennium Partners  April 2012 - December 2013
Compass Point Research and Trading LLC   March 2010 - April 2012
Fannie Mae  May 2009 - February 2010
Potomac research Group  July 2008 - May 2009
FBR  May 2007 - July 2008
FBR Capital Markets  2006 - 2007

Skills
Banking, Bloomberg, Capital Markets, Equities, Equity Research, Finance, Financial Modeling, Financial Services, Fixed Income, Hedge Funds, Mortgage Lending, Investment Banking, Valuation, Portfolio Management

Education
James Madison University   2001 — 2005
B.S., Quantitative Finance

James Madison University
B.S., Quantitative Finance

Robert Nicoll Robert Nicoll Washington D.C. Metro Area Details
Robert Nicoll's Compass Point Research and Trading LLC Experience September 2009 - Present
Job Senior Vice President at Compass Point Research and Trading LLC
Industry Capital Markets
Experience
Compass Point Research and Trading LLC   September 2009 - Present
FBR  February 2001 - August 2009
Chevy Chase Financial Services  October 1994 - January 2001

Education
University of Maryland College Park   1997 — 2002
BA, Speech Communications

Christopher Nealon Christopher Nealon Washington D.C. Metro Area Details
Christopher Nealon's Compass Point Research and Trading LLC Experience September 2012 - Present
Job President & Chief Operating Officer at Compass Point Research and Trading, LLC
Industry Investment Banking
Experience
Compass Point Research and Trading, LLC  September 2012 - Present
FBR Capital Markets & Co.   April 1996 - September 2012
Alex Brown & Sons  1993 - 1996
Bear Stearns  1991 - 1993

Skills
Investment Banking, Prime Brokerage, Series 24, FINRA, Series 7, Equities, Series 63, Hedge Funds, Capital Markets, Securities, Fixed Income, Alternative Investments, Bloomberg, Trading, Options

Education
Hofstra University
Bachelor of Business Administration, Banking & Finance

Hicksville High School   1983 — 1986