Cowen and Company
Industry: Investment banking company
DescriptionCowen Inc., is an American multinational independent investment bank and financial services company that operates through two business segments: a broker-dealer and an investment management division. CEO: Jeffrey M. Solomon (27 Dec 2017–) Headquarters: New York City, New York, United States Assets under management: 11 billion USD (2018) Subsidiaries: SG COWEN SECURITIES Corp, Ramius, LLC,
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Cowen and Company Employees
Employee
Years
Job
Industry
Josh Pincus Josh Pincus's Cowen and Company Experience July 2004 - December 2006
Job Business Development @ Amazon
Industry Internet
Experience
Amazon June 2015 - Present
Yelp June 2014 - June 2015
Raymond James & Associates, Inc November 2011 - February 2014
Blind Wink Productions September 2008 - October 2011
Cowen and Company July 2004 - December 2006
Skills
Financial Modeling, Valuation, Project Management, New Business Generation, Writing, Mergers, Mergers & Acquisitions, Corporate Finance, IPO, Investment Banking, Investments, Private Placements, Corporate Development, Private Equity, Venture Capital, Strategy, M&A experience, Due Diligence, Equities, Capital Markets, Business Development
Education
Georgetown University 2000 — 2004
BS/BA, Finance & Intenational Business
St. Mark's School of Texas 1997 — 2000
High School
Amazon June 2015 - Present
Yelp June 2014 - June 2015
Raymond James & Associates, Inc November 2011 - February 2014
Blind Wink Productions September 2008 - October 2011
Cowen and Company July 2004 - December 2006
Skills
Financial Modeling, Valuation, Project Management, New Business Generation, Writing, Mergers, Mergers & Acquisitions, Corporate Finance, IPO, Investment Banking, Investments, Private Placements, Corporate Development, Private Equity, Venture Capital, Strategy, M&A experience, Due Diligence, Equities, Capital Markets, Business Development
Education
Georgetown University 2000 — 2004
BS/BA, Finance & Intenational Business
St. Mark's School of Texas 1997 — 2000
High School
Steven Zaccone, CFA Steven Zaccone, CFA's Cowen and Company Experience October 2014 - Present
Job Research Associate at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company October 2014 - Present
Citi June 2014 - October 2014
Oppenheimer & Co. October 2013 - June 2014
Needham & Company June 2010 - October 2013
Shenkman Capital Management June 2009 - August 2009
Skills
Series 7, Series 63, Series 86, Series 87, Chartered Financial...
Education
Fordham University 2006 — 2010
BS, Finance and Applied Accounting
Cowen and Company October 2014 - Present
Citi June 2014 - October 2014
Oppenheimer & Co. October 2013 - June 2014
Needham & Company June 2010 - October 2013
Shenkman Capital Management June 2009 - August 2009
Skills
Series 7, Series 63, Series 86, Series 87, Chartered Financial...
Education
Fordham University 2006 — 2010
BS, Finance and Applied Accounting
Cale Garverick Cale Garverick's Cowen and Company Experience June 2015 - Present
Job Health Care Investment Banker at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company June 2015 - Present
Wedbush Securities July 2013 - May 2015
OrbiMed Advisors June 2012 - August 2012
Stratos Wealth Partners June 2011 - August 2011
Skills
Management, Analysis, Investments, Private Equity, Biotechnology, Time Management, Finance, Economics, Bloomberg, Microsoft Excel, PowerPoint, Financial Analysis
Education
Denison University 2009 — 2013
Bachelor's Degree, Economics, Communication
Cowen and Company June 2015 - Present
Wedbush Securities July 2013 - May 2015
OrbiMed Advisors June 2012 - August 2012
Stratos Wealth Partners June 2011 - August 2011
Skills
Management, Analysis, Investments, Private Equity, Biotechnology, Time Management, Finance, Economics, Bloomberg, Microsoft Excel, PowerPoint, Financial Analysis
Education
Denison University 2009 — 2013
Bachelor's Degree, Economics, Communication
Stacey Dougherty Stacey Dougherty's Cowen and Company Experience June 1983 - June 1984
Job Legal Assistant at Hedgepeth Heredia & Rieder
Industry Legal Services
Experience
Hedgepeth, Heredia & Rieder June 2015 - Present
Justin Wyatt and Associates January 2015 - April 2015
The ACLU June 2013 - August 2013
Where2NowMag.com March 2009 - March 2011
Gilder Gagnon Howe June 1990 - November 1995
Tweedy, Browne Company June 1984 - June 1990
Cowen and Company June 1983 - June 1984
Goldman Sachs February 1980 - September 1980
Skills
Writing, editing,..., Research, PowerPoint, Social Media, Microsoft Office, Event Planning, Microsoft Word, Editing, Facebook, Microsoft Excel, Social Networking, Customer Service, Public Relations, Community Outreach, Teaching, Creative Writing, Blogging, Press Releases
Education
Emory University 2015 — 2016
Paralegal Certficate
Kennesaw State University 2012 — 2015
Bachelor of Science (B.S.), Criminal Justice/Administration and Law, Cum Laude
CUNY Brooklyn College 1981 — 1983
Communications
Hedgepeth, Heredia & Rieder June 2015 - Present
Justin Wyatt and Associates January 2015 - April 2015
The ACLU June 2013 - August 2013
Where2NowMag.com March 2009 - March 2011
Gilder Gagnon Howe June 1990 - November 1995
Tweedy, Browne Company June 1984 - June 1990
Cowen and Company June 1983 - June 1984
Goldman Sachs February 1980 - September 1980
Skills
Writing, editing,..., Research, PowerPoint, Social Media, Microsoft Office, Event Planning, Microsoft Word, Editing, Facebook, Microsoft Excel, Social Networking, Customer Service, Public Relations, Community Outreach, Teaching, Creative Writing, Blogging, Press Releases
Education
Emory University 2015 — 2016
Paralegal Certficate
Kennesaw State University 2012 — 2015
Bachelor of Science (B.S.), Criminal Justice/Administration and Law, Cum Laude
CUNY Brooklyn College 1981 — 1983
Communications
Elyse Shapiro's Cowen and Company Experience June 2014 - Present
Job Biotechnology Equity Research Associate at Cowen and Company
Industry Financial Services
Experience
Cowen and Company June 2014 - Present
Citi January 2014 - April 2014
Canaccord Genuity Inc. July 2013 - September 2013
AgencyRx January 2013 - July 2013
Columbia University September 2010 - May 2013
University of Texas at Dallas June 2010 - August 2010
Cornell University June 2009 - August 2009
Skills
Protein Chemistry, Data Analysis, Nanotechnology, Mass Spectrometry, Biotechnology, Biochemistry, PCR, Statistics, Research, Biomedical Engineering, Molecular Biology, Lifesciences, Western Blotting, Cell Culture, Cell, PowerPoint, Life Sciences
Education
Phillips Academy 2007 — 2010
Columbia University in the City of New York 2010 — 2013
Biology
Cowen and Company June 2014 - Present
Citi January 2014 - April 2014
Canaccord Genuity Inc. July 2013 - September 2013
AgencyRx January 2013 - July 2013
Columbia University September 2010 - May 2013
University of Texas at Dallas June 2010 - August 2010
Cornell University June 2009 - August 2009
Skills
Protein Chemistry, Data Analysis, Nanotechnology, Mass Spectrometry, Biotechnology, Biochemistry, PCR, Statistics, Research, Biomedical Engineering, Molecular Biology, Lifesciences, Western Blotting, Cell Culture, Cell, PowerPoint, Life Sciences
Education
Phillips Academy 2007 — 2010
Columbia University in the City of New York 2010 — 2013
Biology
Justin Amero Justin Amero's Cowen and Company Experience May 2012 - June 2013
Job Equity Research Analyst at Granite Investment Advisors
Industry Investment Management
Experience
Granite Investment Advisors November 2013 - Present
Cowen and Company May 2012 - June 2013
Natcan August 2011 - May 2012
The Benchmark Company January 2011 - May 2011
Raytheon March 2009 - November 2010
Loomis Sayles June 2007 - August 2007
Raytheon March 2005 - July 2006
Raytheon July 2002 - March 2005
Education
Cornell University - S.C. Johnson Graduate School of Management 2006 — 2008
MBA
Providence College
Bachelor of Science (BS), Finance, General
Granite Investment Advisors November 2013 - Present
Cowen and Company May 2012 - June 2013
Natcan August 2011 - May 2012
The Benchmark Company January 2011 - May 2011
Raytheon March 2009 - November 2010
Loomis Sayles June 2007 - August 2007
Raytheon March 2005 - July 2006
Raytheon July 2002 - March 2005
Education
Cornell University - S.C. Johnson Graduate School of Management 2006 — 2008
MBA
Providence College
Bachelor of Science (BS), Finance, General
Peter Riley's Cowen and Company Experience 2014 - Present
Job Investment Banking Analyst at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company 2014 - Present
Cowen and Company June 2013 - August 2013
Resolute Consulting LLC June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Capital IQ, Stata, Microsoft Office
Education
Harvard University 2010 — 2014
Bachelor of Arts (BA), Political Science and Government
Cowen and Company 2014 - Present
Cowen and Company June 2013 - August 2013
Resolute Consulting LLC June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Capital IQ, Stata, Microsoft Office
Education
Harvard University 2010 — 2014
Bachelor of Arts (BA), Political Science and Government
Andrew Katz Andrew Katz's Cowen and Company Experience June 2005 - August 2005
Job TMT Analyst at Lombard Odier Asset Management
Industry Investment Management
Experience
Lombard Odier Asset Management September 2014 - Present
POWERleap LLC 2008 - Present
Act II Capital Management September 2009 - September 2014
Vestry Capital Management 2007 - 2008
Citigroup 2006 - 2007
Cowen and Company June 2005 - August 2005
Education
Duke University 2002 — 2006
Lombard Odier Asset Management September 2014 - Present
POWERleap LLC 2008 - Present
Act II Capital Management September 2009 - September 2014
Vestry Capital Management 2007 - 2008
Citigroup 2006 - 2007
Cowen and Company June 2005 - August 2005
Education
Duke University 2002 — 2006
Jessica Oliveras-Yu Jessica Oliveras-Yu's Cowen and Company Experience February 2011 - December 2013
Job Customer Service Representative at Capital Institutional Services, Inc. (CAPIS)
Industry Financial Services
Experience
Capital Institutional Services, Inc. (CAPIS) December 2013 - Present
Cowen and Company February 2011 - December 2013
Newedge April 2001 - February 2011
Skills
Trading, Equities, Separately Managed..., Middle Office, Options, Equity Trading, Series 7, Securities, Hedge Funds, Bloomberg, Electronic Trading, Series 63, Derivatives, Fixed Income
Education
CUNY New York City College of Technology 1992 — 1995
Bachelor of Technology (BTech), Graphics and Printing Production
Brooklyn Technical High School 1989 — 1992
Capital Institutional Services, Inc. (CAPIS) December 2013 - Present
Cowen and Company February 2011 - December 2013
Newedge April 2001 - February 2011
Skills
Trading, Equities, Separately Managed..., Middle Office, Options, Equity Trading, Series 7, Securities, Hedge Funds, Bloomberg, Electronic Trading, Series 63, Derivatives, Fixed Income
Education
CUNY New York City College of Technology 1992 — 1995
Bachelor of Technology (BTech), Graphics and Printing Production
Brooklyn Technical High School 1989 — 1992
Charles Preusse Charles Preusse's Cowen and Company Experience March 2001 - February 2010
Job Partner Ridgeway Partners
Industry Staffing and Recruiting
Experience
Ridgeway Partners February 2010 - Present
Cowen and Company March 2001 - February 2010
Prudential Securities July 1995 - March 2001
PaineWebber July 1992 - July 1993
Merrill Lynch July 1990 - July 1992
Education
The Tuck School of Business at Dartmouth 1993 — 1995
MBA, Finance
Columbia College (NY) 1986 — 1990
BA, History
Kent School
Ridgeway Partners February 2010 - Present
Cowen and Company March 2001 - February 2010
Prudential Securities July 1995 - March 2001
PaineWebber July 1992 - July 1993
Merrill Lynch July 1990 - July 1992
Education
The Tuck School of Business at Dartmouth 1993 — 1995
MBA, Finance
Columbia College (NY) 1986 — 1990
BA, History
Kent School
Anuj Parikh Anuj Parikh's Cowen and Company Experience September 2015 - Present
Job Equity Research Associate at Cowen and Company
Industry Financial Services
Experience
Cowen and Company September 2015 - Present
Valens Securities January 2014 - August 2015
Northeastern University Student Value Fund June 2013 - May 2015
GMO January 2013 - June 2013
Education
D'Amore-McKim School of Business at Northeastern University 2011 — 2015
Bachelor of Science in Business Administration, Concentration in Finance, Minor in Economics, GPA: 3.8
The London School of Economics and Political Science (LSE) 2014 — 2014
Summer Sessions I & II
Marlboro High School 2007 — 2011
High School Diploma
Cowen and Company September 2015 - Present
Valens Securities January 2014 - August 2015
Northeastern University Student Value Fund June 2013 - May 2015
GMO January 2013 - June 2013
Education
D'Amore-McKim School of Business at Northeastern University 2011 — 2015
Bachelor of Science in Business Administration, Concentration in Finance, Minor in Economics, GPA: 3.8
The London School of Economics and Political Science (LSE) 2014 — 2014
Summer Sessions I & II
Marlboro High School 2007 — 2011
High School Diploma
Sean Dwyer's Cowen and Company Experience July 1991 - November 1995
Job Managing Director at Needham & Company
Industry Investment Banking
Experience
Needham & Company February 1997 - Present
Gerard Klauer Mattison & Co.,LLC November 1995 - February 1997
Cowen and Company July 1991 - November 1995
Bankers Trust July 1989 - July 1991
Skills
Equities, Capital Markets, Hedge Funds, Trading, Investments, Bloomberg, Alternative Investments
Education
Gettysburg College 1985 — 1989
Bachelor's degree, Majored in Economics and Political Science
Darien High School - Darien, CT 1983 — 1985
Lake Forest High School - Lake Forest, IL 1981 — 1983
Needham & Company February 1997 - Present
Gerard Klauer Mattison & Co.,LLC November 1995 - February 1997
Cowen and Company July 1991 - November 1995
Bankers Trust July 1989 - July 1991
Skills
Equities, Capital Markets, Hedge Funds, Trading, Investments, Bloomberg, Alternative Investments
Education
Gettysburg College 1985 — 1989
Bachelor's degree, Majored in Economics and Political Science
Darien High School - Darien, CT 1983 — 1985
Lake Forest High School - Lake Forest, IL 1981 — 1983
Charles Rhyee Charles Rhyee's Cowen and Company Experience February 2011 - Present
Job Managing Director at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company February 2011 - Present
Oppenheimer & Co. November 2006 - February 2011
Credit Suisse April 2005 - November 2006
Jefferies & Company November 2004 - April 2005
Schwab Soundview Capital Markets November 2003 - November 2004
Citi August 1999 - November 2003
Citi February 1998 - August 1999
Datek Online June 1996 - February 1998
Skills
Valuation, Equity Research, Equities, Capital Markets, Investment Banking, Financial Services, Analytics
Education
Columbia University in the City of New York 1991 — 2006
Bachelor of Arts (B.A.), Economics
Cowen and Company February 2011 - Present
Oppenheimer & Co. November 2006 - February 2011
Credit Suisse April 2005 - November 2006
Jefferies & Company November 2004 - April 2005
Schwab Soundview Capital Markets November 2003 - November 2004
Citi August 1999 - November 2003
Citi February 1998 - August 1999
Datek Online June 1996 - February 1998
Skills
Valuation, Equity Research, Equities, Capital Markets, Investment Banking, Financial Services, Analytics
Education
Columbia University in the City of New York 1991 — 2006
Bachelor of Arts (B.A.), Economics
Father Kevin Gabriel Gillen, O.P. Father Kevin Gabriel Gillen, O.P.'s Cowen and Company Experience August 1989 - January 1992
Job Executive Director of the Dominican Foundation
Industry Religious Institutions
Experience
The Dominican Foundation March 2012 - Present
Blackfriars Media December 2010 - Present
Sirius Satellite Radio September 2009 - Present
New York University September 2010 - May 2013
Memorial Sloan-Kettering Cancer Center June 2007 - September 2009
The Viking II June 1995 - September 1995
C. J. Lawrence Inc. January 1992 - January 1993
Cowen and Company August 1989 - January 1992
Skills
Video Production, Documentaries, Post Production, TV production, Final Cut Pro, Field Production, Nonprofits, Radio, Social Media Evangelist, Religion, Fundraising, Public Speaking, Public Relations, Film
Education
Pontifical University of Saint Thomas Aquinas (Rome) 1997 — 2002
STB, MA, Theology/Theological Studies
Tangaza College (Kenya) 1995 — 1996
Theology/Theological Studies
Franciscan University of Steubenville 1993 — 1995
Philosophy
State University of New York at Stony Brook 1985 — 1989
Bachelor's degree, Business Administration and Management
The Dominican Foundation March 2012 - Present
Blackfriars Media December 2010 - Present
Sirius Satellite Radio September 2009 - Present
New York University September 2010 - May 2013
Memorial Sloan-Kettering Cancer Center June 2007 - September 2009
The Viking II June 1995 - September 1995
C. J. Lawrence Inc. January 1992 - January 1993
Cowen and Company August 1989 - January 1992
Skills
Video Production, Documentaries, Post Production, TV production, Final Cut Pro, Field Production, Nonprofits, Radio, Social Media Evangelist, Religion, Fundraising, Public Speaking, Public Relations, Film
Education
Pontifical University of Saint Thomas Aquinas (Rome) 1997 — 2002
STB, MA, Theology/Theological Studies
Tangaza College (Kenya) 1995 — 1996
Theology/Theological Studies
Franciscan University of Steubenville 1993 — 1995
Philosophy
State University of New York at Stony Brook 1985 — 1989
Bachelor's degree, Business Administration and Management
Peter Howe's Cowen and Company Experience June 1994 - August 1996
Job Finance and Strategy Professional
Industry Financial Services
Experience
Nano Terra, Inc. February 2012 - Present
HCP Properties LLC January 2003 - Present
America's Growth Capital November 2010 - July 2011
TMR, Inc. June 2000 - July 2010
Deutsche Bank September 1996 - March 1998
Old Hill Partners 1997 - 1997
Cowen and Company June 1994 - August 1996
Skills
Mergers and Acquisitions, Financing / Capital..., Turnaround, Business Development, Mergers, Venture Capital, Start-ups, Entrepreneur, Fundraising, Finance, Entrepreneurship, Mergers & Acquisitions, Renewable Energy, Strategic Partnerships, Cleantech, Business Planning, Corporate Finance, Investments, Due Diligence, Strategy, Management, Strategic Planning
Education
Massachusetts Institute of Technology - Sloan School of Management 1998 — 2000
MBA, Masters in Business Administration with focus in Finance and Information Technology
Emory University 1989 — 1993
Bachelor of Arts, Literature - English and Spanish
Portsmouth Abbey 1985 — 1989
High School
Nano Terra, Inc. February 2012 - Present
HCP Properties LLC January 2003 - Present
America's Growth Capital November 2010 - July 2011
TMR, Inc. June 2000 - July 2010
Deutsche Bank September 1996 - March 1998
Old Hill Partners 1997 - 1997
Cowen and Company June 1994 - August 1996
Skills
Mergers and Acquisitions, Financing / Capital..., Turnaround, Business Development, Mergers, Venture Capital, Start-ups, Entrepreneur, Fundraising, Finance, Entrepreneurship, Mergers & Acquisitions, Renewable Energy, Strategic Partnerships, Cleantech, Business Planning, Corporate Finance, Investments, Due Diligence, Strategy, Management, Strategic Planning
Education
Massachusetts Institute of Technology - Sloan School of Management 1998 — 2000
MBA, Masters in Business Administration with focus in Finance and Information Technology
Emory University 1989 — 1993
Bachelor of Arts, Literature - English and Spanish
Portsmouth Abbey 1985 — 1989
High School
Jay Beckstoffer's Cowen and Company Experience June 2012 - August 2012
Job Director, Capital Markets and Trading at Ocwen Financial Corporation
Industry Financial Services
Experience
Ocwen Financial Corporation September 2014 - Present
Ocwen Financial Corporation July 2013 - September 2014
Cowen and Company June 2012 - August 2012
State Farm Insurance July 2009 - August 2011
Skills
Business Strategy, Financial Modeling, Investment Banking, Equities, Corporate Finance, Valuation, Business Planning, Start-ups, Cross-functional Team..., Franchising, Operations Management, Corporate Development, Strategy
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2013
MBA, General Management
IE (Instituto de Empresa) 2012 — 2012
Exchange Student, International Business
Virginia Commonwealth University 2006 — 2009
Bachelor, Economics, magna cum laude
Benedictine College Prep
Ocwen Financial Corporation September 2014 - Present
Ocwen Financial Corporation July 2013 - September 2014
Cowen and Company June 2012 - August 2012
State Farm Insurance July 2009 - August 2011
Skills
Business Strategy, Financial Modeling, Investment Banking, Equities, Corporate Finance, Valuation, Business Planning, Start-ups, Cross-functional Team..., Franchising, Operations Management, Corporate Development, Strategy
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2013
MBA, General Management
IE (Instituto de Empresa) 2012 — 2012
Exchange Student, International Business
Virginia Commonwealth University 2006 — 2009
Bachelor, Economics, magna cum laude
Benedictine College Prep
Elizabeth Montgomery, CFA's Cowen and Company Experience June 2002 - January 2008
Job Retail and Consumer Analyst
Industry Retail
Experience
Telsey Advisory Group November 2013 - June 2014
Loehmann's July 2013 - November 2013
AprilMarin & Co. September 2012 - July 2013
Longbow Research February 2009 - March 2010
Cowen and Company June 2002 - January 2008
Robertson Stephens & Co. August 2000 - June 2002
Lazard Freres & Co. May 1999 - August 2000
Skills
Financial Analysis, Investment Management, Trading, Equity Research, Retail Sales Analysis, Consumer Branding, Inventory Accounting, Revenue Modeling, Private Equity, Valuation, Retail, Series 63, Investment Banking, Series 7, Hedge Funds, Mutual Funds, Venture Capital, FINRA, Financial Modeling, Equity Valuation, Fixed Income, Capital Markets, Investments, Equity Capital Markets, Equities, Due Diligence, Bloomberg, Investor Relations, Securities, Equity Trading, Forecasting, Asset Management, Alternative Investments, Analysis, Corporate Development, Corporate Finance, Portfolio Management, Finance, Analytics
Education
Harvard University 1993 — 1997
A.B.
Telsey Advisory Group November 2013 - June 2014
Loehmann's July 2013 - November 2013
AprilMarin & Co. September 2012 - July 2013
Longbow Research February 2009 - March 2010
Cowen and Company June 2002 - January 2008
Robertson Stephens & Co. August 2000 - June 2002
Lazard Freres & Co. May 1999 - August 2000
Skills
Financial Analysis, Investment Management, Trading, Equity Research, Retail Sales Analysis, Consumer Branding, Inventory Accounting, Revenue Modeling, Private Equity, Valuation, Retail, Series 63, Investment Banking, Series 7, Hedge Funds, Mutual Funds, Venture Capital, FINRA, Financial Modeling, Equity Valuation, Fixed Income, Capital Markets, Investments, Equity Capital Markets, Equities, Due Diligence, Bloomberg, Investor Relations, Securities, Equity Trading, Forecasting, Asset Management, Alternative Investments, Analysis, Corporate Development, Corporate Finance, Portfolio Management, Finance, Analytics
Education
Harvard University 1993 — 1997
A.B.
Jimmy(Xiao) Tang Jimmy(Xiao) Tang's Cowen and Company Experience July 2011 - September 2011
Job Software Developer at Hulu
Industry Computer Software
Experience
Hulu August 2015 - Present
Fino Consulting March 2013 - July 2015
Cowen and Company July 2011 - September 2011
Skills
C#, C++, jQuery, Microsoft SQL Server, JavaScript, ASP.NET MVC, AJAX, HTML5, .NET, C, Java, SQL, Verilog, Moq, Matlab, VB.NET, Linux, CSS, LESS, Python, NoSQL, JSON, REST, Scrum, Rally, Github, IIS, Design Patterns, AngularJS, KnockoutJS, VLSI, NUnit, Circuit Design
Education
University of Michigan 2010 — 2012
Bachelor of Science in Engineering, Electrical Engineering / Computer Science
Illinois Institute of Technology 2008 — 2010
Electrical Engineering / Computer Engineering
Hulu August 2015 - Present
Fino Consulting March 2013 - July 2015
Cowen and Company July 2011 - September 2011
Skills
C#, C++, jQuery, Microsoft SQL Server, JavaScript, ASP.NET MVC, AJAX, HTML5, .NET, C, Java, SQL, Verilog, Moq, Matlab, VB.NET, Linux, CSS, LESS, Python, NoSQL, JSON, REST, Scrum, Rally, Github, IIS, Design Patterns, AngularJS, KnockoutJS, VLSI, NUnit, Circuit Design
Education
University of Michigan 2010 — 2012
Bachelor of Science in Engineering, Electrical Engineering / Computer Science
Illinois Institute of Technology 2008 — 2010
Electrical Engineering / Computer Engineering
David Hennessey David Hennessey's Cowen and Company Experience 1989 - 1994
Job Economics Teacher/Hockey Coach at St. John's Preparatory School
Industry Education Management
Experience
St. John's Preparatory School September 2008 - Present
Goldman Sachs 1994 - 2007
Cowen and Company 1989 - 1994
Smith Barney, Harris and Upham July 1987 - May 1989
Skills
Coaching, Teaching, Curriculum Design, Curriculum Development, Management, Classroom, Tutoring, Investments, Public Speaking, Higher Education, Fundraising, Team Building, Financial Modeling, PowerPoint, Social Media, Microsoft Word
Education
Dartmouth College 1983 — 1987
Bachelor of Arts, Economics
St. John's Preparatory School 1979 — 1983
High School diploma
St. John's Preparatory School September 2008 - Present
Goldman Sachs 1994 - 2007
Cowen and Company 1989 - 1994
Smith Barney, Harris and Upham July 1987 - May 1989
Skills
Coaching, Teaching, Curriculum Design, Curriculum Development, Management, Classroom, Tutoring, Investments, Public Speaking, Higher Education, Fundraising, Team Building, Financial Modeling, PowerPoint, Social Media, Microsoft Word
Education
Dartmouth College 1983 — 1987
Bachelor of Arts, Economics
St. John's Preparatory School 1979 — 1983
High School diploma
Chris Petrie, CLCS Chris Petrie, CLCS's Cowen and Company Experience June 2001 - October 2008
Job Account Executive at H. J. Knight International Insurance Agency, Inc.
Industry Insurance
Experience
H. J. Knight International Insurance Agency, Inc. October 2013 - Present
R.M. Petrie & Associates, LLC April 2009 - September 2013
Cowen and Company June 2001 - October 2008
Merrill Lynch 1999 - 2000
Capital Analysts of New England, Inc. 1999 - 2000
Skills
Management, Insurance, Program Management, Strategy, Leadership, Financial Services, Risk Management, Property & Casualty..., Workers Compensation, Commercial Insurance, Retirement Planning, Portfolio Management, Financial Analysis, Finance, Mergers & Acquisitions, Investments, Strategic Planning
Education
Hobart and William Smith Colleges 1997 — 2001
Bachelor of Arts (BA), Major: Economics Minor: Public Policy
Hingham High School 1993 — 1997
H. J. Knight International Insurance Agency, Inc. October 2013 - Present
R.M. Petrie & Associates, LLC April 2009 - September 2013
Cowen and Company June 2001 - October 2008
Merrill Lynch 1999 - 2000
Capital Analysts of New England, Inc. 1999 - 2000
Skills
Management, Insurance, Program Management, Strategy, Leadership, Financial Services, Risk Management, Property & Casualty..., Workers Compensation, Commercial Insurance, Retirement Planning, Portfolio Management, Financial Analysis, Finance, Mergers & Acquisitions, Investments, Strategic Planning
Education
Hobart and William Smith Colleges 1997 — 2001
Bachelor of Arts (BA), Major: Economics Minor: Public Policy
Hingham High School 1993 — 1997
Desi Duncker, CFA Desi Duncker, CFA's Cowen and Company Experience January 2011 - July 2011
Job Vice President, Financial Institutions Group at Bank of America Merrill Lynch
Industry Investment Banking
Experience
CertusBank August 2011 - March 2014
Cowen and Company January 2011 - July 2011
Financial Crisis Inquiry Commission March 2010 - October 2010
US Treasury June 2009 - February 2010
Esae Capital Partners February 2009 - June 2009
Goldman, Sachs & Co. August 2005 - June 2008
FleetBoston Financial June 2000 - August 2003
Prudential Financial August 1999 - April 2000
Education
The Tuck School of Business at Dartmouth 2003 — 2005
MBA
The Tuck School of Business at Dartmouth 1999 — 1999
Tuck Business Bridge Program
Harvard University 1995 — 1999
BA, Economics
CertusBank August 2011 - March 2014
Cowen and Company January 2011 - July 2011
Financial Crisis Inquiry Commission March 2010 - October 2010
US Treasury June 2009 - February 2010
Esae Capital Partners February 2009 - June 2009
Goldman, Sachs & Co. August 2005 - June 2008
FleetBoston Financial June 2000 - August 2003
Prudential Financial August 1999 - April 2000
Education
The Tuck School of Business at Dartmouth 2003 — 2005
MBA
The Tuck School of Business at Dartmouth 1999 — 1999
Tuck Business Bridge Program
Harvard University 1995 — 1999
BA, Economics
Camille Ashley's Cowen and Company Experience June 2011 - August 2011
Job Associate at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. July 2012 - Present
Cowen and Company June 2011 - August 2011
Wachovia, A Wells Fargo Company February 2010 - June 2010
Wachovia, A Wells Fargo Company June 2007 - February 2010
UBS June 2006 - August 2006
Skills
Financial Modeling, Valuation, Investment Banking, Due Diligence, Private Equity, Corporate Finance, Financial Analysis, Capital Markets, LBO, Mergers, DCF, Investments, Mergers & Acquisitions, Fixed Income, Portfolio Management, Entrepreneurship, Venture Capital, Bloomberg, Emerging Markets, Business Valuation, M&A experience
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2012
MBA
Georgetown University 2003 — 2007
BSFS, magna cum laude, International Relations
St. Paul's School 1999 — 2003
magna cum laude
SYA Spain
Harris Williams & Co. July 2012 - Present
Cowen and Company June 2011 - August 2011
Wachovia, A Wells Fargo Company February 2010 - June 2010
Wachovia, A Wells Fargo Company June 2007 - February 2010
UBS June 2006 - August 2006
Skills
Financial Modeling, Valuation, Investment Banking, Due Diligence, Private Equity, Corporate Finance, Financial Analysis, Capital Markets, LBO, Mergers, DCF, Investments, Mergers & Acquisitions, Fixed Income, Portfolio Management, Entrepreneurship, Venture Capital, Bloomberg, Emerging Markets, Business Valuation, M&A experience
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2012
MBA
Georgetown University 2003 — 2007
BSFS, magna cum laude, International Relations
St. Paul's School 1999 — 2003
magna cum laude
SYA Spain
Raj Seth Raj Seth's Cowen and Company Experience 1997 - November 2012
Job Managing Director at GE Capital
Industry Investment Banking
Experience
GE Capital - Sponsor Finance ( TMT) February 2014 - Present
Cowen and Company 1997 - November 2012
Parthenon Group 1994 - 1997
CSC Index 1992 - 1994
LSI Logic 1988 - 1990
Skills
Valuation, Mergers & Acquisitions, Equity Research, Business Strategy, Capital Markets, Venture Capital, Hedge Funds, Corporate Development, IPO, Investments, Equities, Financial Modeling, Investment Banking, Private Placements, M&A experience, Credit Risk, Leveraged Finance, Information Technology, Semiconductor Industry, Private Equity, Strategy, Management, Start-ups
Education
Northwestern University - Kellogg School of Management 1990 — 1992
MBA
Cornell University 1986 — 1988
MSEE
University of Illinois at Urbana-Champaign 1982 — 1986
BSEE
GE Capital - Sponsor Finance ( TMT) February 2014 - Present
Cowen and Company 1997 - November 2012
Parthenon Group 1994 - 1997
CSC Index 1992 - 1994
LSI Logic 1988 - 1990
Skills
Valuation, Mergers & Acquisitions, Equity Research, Business Strategy, Capital Markets, Venture Capital, Hedge Funds, Corporate Development, IPO, Investments, Equities, Financial Modeling, Investment Banking, Private Placements, M&A experience, Credit Risk, Leveraged Finance, Information Technology, Semiconductor Industry, Private Equity, Strategy, Management, Start-ups
Education
Northwestern University - Kellogg School of Management 1990 — 1992
MBA
Cornell University 1986 — 1988
MSEE
University of Illinois at Urbana-Champaign 1982 — 1986
BSEE
Kyle Rasbach PhD,PharmD,MBA's Cowen and Company Experience November 2010 - August 2013
Job Healthcare Analyst at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price August 2013 - Present
Cowen and Company November 2010 - August 2013
Dana-Farber Cancer Institute and Harvard Medical School July 2008 - November 2010
Education
Medical University of South Carolina 2002 — 2008
PhD, Pharmaceutical and Biomedical Sciences
Medical University of South Carolina 2002 — 2006
Doctor of Pharmacy (PharmD), Clinical Pharmacy Practice
The Citadel 2003 — 2005
MBA, Business Administration
Denison University 1999 — 2002
BS, Biology
Hudson High School
T. Rowe Price August 2013 - Present
Cowen and Company November 2010 - August 2013
Dana-Farber Cancer Institute and Harvard Medical School July 2008 - November 2010
Education
Medical University of South Carolina 2002 — 2008
PhD, Pharmaceutical and Biomedical Sciences
Medical University of South Carolina 2002 — 2006
Doctor of Pharmacy (PharmD), Clinical Pharmacy Practice
The Citadel 2003 — 2005
MBA, Business Administration
Denison University 1999 — 2002
BS, Biology
Hudson High School
Preston Farrington Preston Farrington's Cowen and Company Experience August 1998 - August 1999
Job Chief Financial Officer at 1A Auto
Industry Internet
Experience
1A Auto September 2014 - Present
Commercial Water Distributing, LLC April 2012 - July 2014
C&S Wholesale Grocers October 2010 - December 2011
C&S Wholesale Grocers April 2008 - October 2010
Yum! Brands May 2004 - April 2008
Robert Half Management Resources 2003 - 2004
ABN AMRO (Formerly ING Barings) August 1999 - June 2002
Cowen and Company August 1998 - August 1999
Skills
Strategy, Mergers & Acquisitions, Financial Analysis, Financial Modeling, Business Development, Mergers, Negotiation, Business Strategy, Finance, Analysis, Valuation, Leadership, Strategic Financial..., Strategic Planning, Accounting, Team Leadership, Process Improvement, Budgets, Executive Management, Restructuring, International Business, Financial Planning &..., Training & Development, Recruiting, E-commerce, Wholesale, Retail, Restaurants, Distributors
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance and International Business
University of Florida 1989 — 1993
B.S. & B.A., Finance & East Asian Language - Chinese
1A Auto September 2014 - Present
Commercial Water Distributing, LLC April 2012 - July 2014
C&S Wholesale Grocers October 2010 - December 2011
C&S Wholesale Grocers April 2008 - October 2010
Yum! Brands May 2004 - April 2008
Robert Half Management Resources 2003 - 2004
ABN AMRO (Formerly ING Barings) August 1999 - June 2002
Cowen and Company August 1998 - August 1999
Skills
Strategy, Mergers & Acquisitions, Financial Analysis, Financial Modeling, Business Development, Mergers, Negotiation, Business Strategy, Finance, Analysis, Valuation, Leadership, Strategic Financial..., Strategic Planning, Accounting, Team Leadership, Process Improvement, Budgets, Executive Management, Restructuring, International Business, Financial Planning &..., Training & Development, Recruiting, E-commerce, Wholesale, Retail, Restaurants, Distributors
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance and International Business
University of Florida 1989 — 1993
B.S. & B.A., Finance & East Asian Language - Chinese
David Ethridge's Cowen and Company Experience February 2007 - June 2010
Job Financial Executive
Industry Financial Services
Experience
New York Stock Exchange January 2015 - July 2015
New York Stock Exchange September 2010 - March 2015
Cowen and Company February 2007 - June 2010
Cowen and Company July 2006 - March 2007
Cowen and Company November 2002 - June 2006
Cowen and Company February 2000 - October 2002
J.P. Morgan February 1997 - January 2000
Skills
Valuation, Financial Structuring, Strategic Planning, Capital Markets, IPO, Alternative Investments, Private Placements, Private Equity, Mergers & Acquisitions, Financial Markets, Investor Relations, Equity Capital Markets, Finance, Investment Banking
Education
Harvard Business School 1991 — 1993
MBA
Thomas J Watson Fellowship 1988 — 1989
Drought's impact on subsistence farmers
Davidson College 1984 — 1988
BA, Economics
New York Stock Exchange January 2015 - July 2015
New York Stock Exchange September 2010 - March 2015
Cowen and Company February 2007 - June 2010
Cowen and Company July 2006 - March 2007
Cowen and Company November 2002 - June 2006
Cowen and Company February 2000 - October 2002
J.P. Morgan February 1997 - January 2000
Skills
Valuation, Financial Structuring, Strategic Planning, Capital Markets, IPO, Alternative Investments, Private Placements, Private Equity, Mergers & Acquisitions, Financial Markets, Investor Relations, Equity Capital Markets, Finance, Investment Banking
Education
Harvard Business School 1991 — 1993
MBA
Thomas J Watson Fellowship 1988 — 1989
Drought's impact on subsistence farmers
Davidson College 1984 — 1988
BA, Economics
Jessica Moran Jessica Moran's Cowen and Company Experience June 2010 - August 2010
Job Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2014 - Present
Lek Securities July 2011 - March 2014
Cowen and Company June 2010 - August 2010
Skills
Options, Finance, Sales, Securities, Market Research, Bloomberg, Trading, Series 63, Equities, Analysis, Research, Series 7, Proprietary Trading, FINRA
Education
Elon University - Martha and Spencer Love School of Business 2007 — 2011
B.A, Economics; Mathematics
Westfield Senior High School 2003 — 2007
Merrill Lynch March 2014 - Present
Lek Securities July 2011 - March 2014
Cowen and Company June 2010 - August 2010
Skills
Options, Finance, Sales, Securities, Market Research, Bloomberg, Trading, Series 63, Equities, Analysis, Research, Series 7, Proprietary Trading, FINRA
Education
Elon University - Martha and Spencer Love School of Business 2007 — 2011
B.A, Economics; Mathematics
Westfield Senior High School 2003 — 2007
Michael Wildish Michael Wildish's Cowen and Company Experience October 2015 - Present
Job Managing Director at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company October 2015 - Present
Corporate Partners LLC April 2011 - September 2015
Miller Buckfire & Co. March 2004 - December 2010
GE Capital January 2003 - March 2004
Credit Suisse First Boston / Donaldson, Lufkin & Jenrette March 1997 - December 2002
Lazard Freres & Co. July 1989 - March 1997
Goldman Sachs September 1986 - July 1989
PwC August 1982 - August 1984
Skills
Private Equity, Capital Markets, Leadership, Valuation, Mergers, Mergers & Acquisitions, Investment Banking, Management, Financial Modeling, Corporate Development, Hedge Funds, LBO, Alternative Investments, Leveraged Finance, Equities, Venture Capital, Due Diligence, Debt Restructuring
Education
Harvard Business School 1984 — 1986
MBA
University of Virginia 1978 — 1982
B.S.
Cowen and Company October 2015 - Present
Corporate Partners LLC April 2011 - September 2015
Miller Buckfire & Co. March 2004 - December 2010
GE Capital January 2003 - March 2004
Credit Suisse First Boston / Donaldson, Lufkin & Jenrette March 1997 - December 2002
Lazard Freres & Co. July 1989 - March 1997
Goldman Sachs September 1986 - July 1989
PwC August 1982 - August 1984
Skills
Private Equity, Capital Markets, Leadership, Valuation, Mergers, Mergers & Acquisitions, Investment Banking, Management, Financial Modeling, Corporate Development, Hedge Funds, LBO, Alternative Investments, Leveraged Finance, Equities, Venture Capital, Due Diligence, Debt Restructuring
Education
Harvard Business School 1984 — 1986
MBA
University of Virginia 1978 — 1982
B.S.
Debbie O'Malley Debbie O'Malley's Cowen and Company Experience September 1993 - December 1994
Job Financial Services Professional
Industry Financial Services
Experience
Trivium Capital Management August 2002 - December 2008
Farmers Insurance & Financial Services January 1997 - September 1998
Trust Company of the West 1995 - 1996
Cowen and Company September 1993 - December 1994
Skills
Hedge Funds, Financial Modeling, Valuation
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
University of Southern California 1988 — 1993
BS, Finance
Trivium Capital Management August 2002 - December 2008
Farmers Insurance & Financial Services January 1997 - September 1998
Trust Company of the West 1995 - 1996
Cowen and Company September 1993 - December 1994
Skills
Hedge Funds, Financial Modeling, Valuation
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
University of Southern California 1988 — 1993
BS, Finance
Jonathan Stauning Jonathan Stauning's Cowen and Company Experience July 2006 - November 2008
Job Experienced Capital Markets/Investment Banking Professional
Industry Capital Markets
Experience
Bank of America Merrill Lynch 2012 - Present
Emory University Goizueta Business School July 2010 - May 2012
Bank of America Merrill Lynch June 2011 - August 2011
AGS Capital, LLC January 2009 - July 2010
Cowen and Company July 2006 - November 2008
Skills
Leveraged Finance, High Yield, Capital Markets, Valuation, Financial Analysis, Corporate Finance, Financial Modeling
Education
Emory University - Goizueta Business School 2010 — 2012
M.B.A., Finance, Strategy
Furman University 2002 — 2006
BA, Economics
Bank of America Merrill Lynch 2012 - Present
Emory University Goizueta Business School July 2010 - May 2012
Bank of America Merrill Lynch June 2011 - August 2011
AGS Capital, LLC January 2009 - July 2010
Cowen and Company July 2006 - November 2008
Skills
Leveraged Finance, High Yield, Capital Markets, Valuation, Financial Analysis, Corporate Finance, Financial Modeling
Education
Emory University - Goizueta Business School 2010 — 2012
M.B.A., Finance, Strategy
Furman University 2002 — 2006
BA, Economics
Thomas Hyde Thomas Hyde's Cowen and Company Experience 1993 - 1998
Job Institutional Sales Trader @ MINT
Industry Capital Markets
Experience
MINT Partners 2013 - Present
SCS Tradition 2010 - 2013
Newedge 2008 - 2010
Fimat USA 2000 - 2008
SG Cowen 1998 - 2000
Cowen and Company 1993 - 1998
Murphy & Durieu 1991 - 1993
Fundamental Corporate Brokers 1989 - 1991
Cantor Fitzgerald 1985 - 1989
Shatkin Trading Company 1984 - 1985
Skills
Trading, Bonds, Equities, Equity Derivatives, Sales
Education
Teachers College of Columbia University 2006 — 2008
Communication and Media Studies
Washington and Lee University 1979 — 1984
Bachelor of Arts (BA)
Kent School Kent, Connecticut 1976 — 1979
Harvard Business School
Launching New Ventures
MINT Partners 2013 - Present
SCS Tradition 2010 - 2013
Newedge 2008 - 2010
Fimat USA 2000 - 2008
SG Cowen 1998 - 2000
Cowen and Company 1993 - 1998
Murphy & Durieu 1991 - 1993
Fundamental Corporate Brokers 1989 - 1991
Cantor Fitzgerald 1985 - 1989
Shatkin Trading Company 1984 - 1985
Skills
Trading, Bonds, Equities, Equity Derivatives, Sales
Education
Teachers College of Columbia University 2006 — 2008
Communication and Media Studies
Washington and Lee University 1979 — 1984
Bachelor of Arts (BA)
Kent School Kent, Connecticut 1976 — 1979
Harvard Business School
Launching New Ventures
Denis Kelleher's Cowen and Company Experience June 2011 - February 2013
Job Event Driven Research
Industry Financial Services
Experience
The Abernathy Group II, LLC August 2015 - Present
AngelKings January 2015 - March 2015
The Buckingham Research Group November 2013 - January 2015
Denis Kelleher, Attorney February 2013 - October 2013
Cowen and Company June 2011 - February 2013
Canaccord Genuity Inc. December 2010 - June 2011
Deutsche Bank May 2010 - October 2010
Wells Fargo October 2007 - May 2010
Deutsche Bank June 2004 - July 2007
JPMorgan Chase May 2003 - August 2003
Skills
Equity Research, Hedge Funds, Mergers & Acquisitions, Equity Capital Markets, Valuation, Financial Modeling, Equities, Investment Banking, Private Equity, LBO, Bloomberg, Equity Valuation, Capital Markets, Emerging Markets
Education
Cornell University 2000 — 2004
Bachelor of Arts (B.A.), Economics
Oratory Prep 1996 — 2000
The Abernathy Group II, LLC August 2015 - Present
AngelKings January 2015 - March 2015
The Buckingham Research Group November 2013 - January 2015
Denis Kelleher, Attorney February 2013 - October 2013
Cowen and Company June 2011 - February 2013
Canaccord Genuity Inc. December 2010 - June 2011
Deutsche Bank May 2010 - October 2010
Wells Fargo October 2007 - May 2010
Deutsche Bank June 2004 - July 2007
JPMorgan Chase May 2003 - August 2003
Skills
Equity Research, Hedge Funds, Mergers & Acquisitions, Equity Capital Markets, Valuation, Financial Modeling, Equities, Investment Banking, Private Equity, LBO, Bloomberg, Equity Valuation, Capital Markets, Emerging Markets
Education
Cornell University 2000 — 2004
Bachelor of Arts (B.A.), Economics
Oratory Prep 1996 — 2000
Reed Simmons's Cowen and Company Experience June 2013 - August 2013
Job Student at Harvard University
Industry
Experience
US Navy November 2014 - Present
Cowen and Company June 2013 - August 2013
Education
Harvard University 2010 — 2014
Groton School 2005 — 2009
US Navy November 2014 - Present
Cowen and Company June 2013 - August 2013
Education
Harvard University 2010 — 2014
Groton School 2005 — 2009
Karla Oderwald's Cowen and Company Experience 1998 - 1999
Job Senior Assistant at Hofstra University
Industry Higher Education
Experience
Hofstra University August 2015 - Present
Hofstra University September 2009 - August 2015
The Training Center for Early Childhood Professionals July 2004 - September 2009
TLC Day Care April 2002 - June 2004
BNY Mellon May 1999 - April 2002
Cowen and Company 1998 - 1999
Gruntal & Co. August 1997 - April 1998
Dean Witter Reynolds Inc. 1995 - 1997
J.P. Morgan July 1992 - July 1995
Skills
Word, Excel, PowerPoint, Microsoft Office, Social Media, Editing, Marketing, Outlook, Adobe Acrobat, Administrative..., Microsoft Word, Microsoft Excel, Leadership, Creative Writing
Education
Hofstra University 2010 — 2019
Fine Arts, Design
The Wood School 1991 — 1992
Cooperative Secretarial Program
Martin Luther High School
Hofstra University August 2015 - Present
Hofstra University September 2009 - August 2015
The Training Center for Early Childhood Professionals July 2004 - September 2009
TLC Day Care April 2002 - June 2004
BNY Mellon May 1999 - April 2002
Cowen and Company 1998 - 1999
Gruntal & Co. August 1997 - April 1998
Dean Witter Reynolds Inc. 1995 - 1997
J.P. Morgan July 1992 - July 1995
Skills
Word, Excel, PowerPoint, Microsoft Office, Social Media, Editing, Marketing, Outlook, Adobe Acrobat, Administrative..., Microsoft Word, Microsoft Excel, Leadership, Creative Writing
Education
Hofstra University 2010 — 2019
Fine Arts, Design
The Wood School 1991 — 1992
Cooperative Secretarial Program
Martin Luther High School
Andy Chao Andy Chao's Cowen and Company Experience March 2009 - March 2012
Job Chief Tool Box JCH Properties and Development
Industry Real Estate
Experience
Twill Realty LLC July 2014 - Present
JCH Properties and Development January 2014 - Present
DiTerris Acquisition LLC January 2014 - Present
CSA Global Advisory Services, A division of Double Happiness Consultancy&Management Ltd January 2006 - Present
Cowen and Company March 2009 - March 2012
Fidelity Capital Markets a Division of Fidelity Investments February 2003 - March 2009
Salomon Brothers -Salomon Smith Barney -Citigroup May 1992 - March 2002
Ziebarth Geary/Labranche-NYSE August 1986 - April 1992
Skills
Portfolio Management, Trading, Electronic Trading, Series 7, Capital Markets, Equities, Investments, Fixed Income, Real Estate Development, Real Estate Economics, Mergers & Acquisitions
Education
Fairleigh Dickinson University 1982 — 1987
B.S, Finance
Licenses
New Jersey Real Esate License Holder -April 2014, Series 7, 55, 63
Twill Realty LLC July 2014 - Present
JCH Properties and Development January 2014 - Present
DiTerris Acquisition LLC January 2014 - Present
CSA Global Advisory Services, A division of Double Happiness Consultancy&Management Ltd January 2006 - Present
Cowen and Company March 2009 - March 2012
Fidelity Capital Markets a Division of Fidelity Investments February 2003 - March 2009
Salomon Brothers -Salomon Smith Barney -Citigroup May 1992 - March 2002
Ziebarth Geary/Labranche-NYSE August 1986 - April 1992
Skills
Portfolio Management, Trading, Electronic Trading, Series 7, Capital Markets, Equities, Investments, Fixed Income, Real Estate Development, Real Estate Economics, Mergers & Acquisitions
Education
Fairleigh Dickinson University 1982 — 1987
B.S, Finance
Licenses
New Jersey Real Esate License Holder -April 2014, Series 7, 55, 63
Roman Kumits Roman Kumits's Cowen and Company Experience March 2009 - December 2010
Job Relationship Manager, Depositary Receipts at BNY Mellon
Industry Capital Markets
Experience
BNY Mellon August 2011 - Present
Cowen and Company March 2009 - December 2010
Morgan Stanley August 2006 - February 2009
BNY ConvergEx June 2001 - August 2006
Summit Systems June 1999 - June 2001
Instinet Incorporated 1997 - 1997
Instinet Incorporated 1997 - 1997
Skills
Series 7, Series 24, Series 63, Technical Analysis, Electronic Trading, Equity Trading, Relationship Management, Account Management, Trading Systems, Portfolio Management, Derivatives, Program Trading, Financial Markets, Trading
Education
New York University - Leonard N. Stern School of Business 2004 — 2007
MBA, Finance, Financial Instruments and Markets, Global Business
Columbia University in the City of New York 1995 — 1999
BS, Computer Science, Economics
BNY Mellon August 2011 - Present
Cowen and Company March 2009 - December 2010
Morgan Stanley August 2006 - February 2009
BNY ConvergEx June 2001 - August 2006
Summit Systems June 1999 - June 2001
Instinet Incorporated 1997 - 1997
Instinet Incorporated 1997 - 1997
Skills
Series 7, Series 24, Series 63, Technical Analysis, Electronic Trading, Equity Trading, Relationship Management, Account Management, Trading Systems, Portfolio Management, Derivatives, Program Trading, Financial Markets, Trading
Education
New York University - Leonard N. Stern School of Business 2004 — 2007
MBA, Finance, Financial Instruments and Markets, Global Business
Columbia University in the City of New York 1995 — 1999
BS, Computer Science, Economics
Aaron Hill Aaron Hill's Cowen and Company Experience May 2007 - January 2010
Job Managing Director at Pacific Crest Securities LLC
Industry Investment Banking
Experience
Pacific Crest Securities (Technology Specialists of KeyBanc Capital Markets) August 2013 - Present
Stifel (f/k/a Thomas Weisel Partners) February 2010 - July 2013
Cowen and Company May 2007 - January 2010
UBS (f/k/a Dillon Read & Co.) September 1991 - April 2007
Wasserstein Perella & Co. July 1989 - June 1991
Drexel Burnham Lambert June 1988 - August 1988
The First Boston Corporation July 1985 - June 1987
Skills
Mergers & Acquisitions, Investment Banking, IPO, Corporate Finance, Valuation, Venture Capital, Mergers, Restructuring, Due Diligence, Private Equity, Financial Modeling, Entrepreneurship, Finance, Management, Financial Analysis, Business Strategy, Strategic Partnerships
Education
Harvard Business School 1987 — 1989
Master of Business Administration (MBA), Finance, General
Dartmouth College 1981 — 1985
BA, Government
Hanover High School 1977 — 1981
St. Paul's School 1980 — 1980
Summer, Advanced Studies Program
Pacific Crest Securities (Technology Specialists of KeyBanc Capital Markets) August 2013 - Present
Stifel (f/k/a Thomas Weisel Partners) February 2010 - July 2013
Cowen and Company May 2007 - January 2010
UBS (f/k/a Dillon Read & Co.) September 1991 - April 2007
Wasserstein Perella & Co. July 1989 - June 1991
Drexel Burnham Lambert June 1988 - August 1988
The First Boston Corporation July 1985 - June 1987
Skills
Mergers & Acquisitions, Investment Banking, IPO, Corporate Finance, Valuation, Venture Capital, Mergers, Restructuring, Due Diligence, Private Equity, Financial Modeling, Entrepreneurship, Finance, Management, Financial Analysis, Business Strategy, Strategic Partnerships
Education
Harvard Business School 1987 — 1989
Master of Business Administration (MBA), Finance, General
Dartmouth College 1981 — 1985
BA, Government
Hanover High School 1977 — 1981
St. Paul's School 1980 — 1980
Summer, Advanced Studies Program
Richard Waldron Richard Waldron's Cowen and Company Experience 1985 - 1990
Job
Industry Biotechnology
Experience
Corporate Finance Advisory January 2011 - Present
Intrexon Corporation, Protein Production Division December 2009 - December 2010
SciClone Pharmaceuticals March 2001 - April 2008
GeneMedicine, Inc. July 1995 - December 1999
Rauscher Pierce Refsnes (predecessor to RBC Capital Markets) May 1990 - July 1995
Cowen and Company 1985 - 1990
Skills
Corporate Finance, Business Strategy, IR, Valuation, Financial Modeling, Due Diligence, Biotechnology, IPO, Investment Banking, Business Planning, Strategy, Start-ups, Corporate Development, Financial Analysis, Private Equity, Investor Relations, Pharmaceutical Industry, Business Development, Strategic Planning, Venture Capital, Mergers, Finance, Lifesciences, Investments, Mergers & Acquisitions, Commercialization, Clinical Development, Contract Negotiation, Licensing, Biopharmaceuticals, Restructuring, Divestitures, Technology Transfer, Private Placements, Entrepreneurship, Analysis, Executive Management, Emerging Markets, Competitive Analysis, Drug Development, Portfolio Management, Leadership, Venture Financing, Acquisition Integration, Management, Oncology, Medical Devices, Drug Discovery, M&A experience, Competitive Intelligence
Education
Harvard Business School
MBA, Management, Finance
Princeton University
AB, Economics
Corporate Finance Advisory January 2011 - Present
Intrexon Corporation, Protein Production Division December 2009 - December 2010
SciClone Pharmaceuticals March 2001 - April 2008
GeneMedicine, Inc. July 1995 - December 1999
Rauscher Pierce Refsnes (predecessor to RBC Capital Markets) May 1990 - July 1995
Cowen and Company 1985 - 1990
Skills
Corporate Finance, Business Strategy, IR, Valuation, Financial Modeling, Due Diligence, Biotechnology, IPO, Investment Banking, Business Planning, Strategy, Start-ups, Corporate Development, Financial Analysis, Private Equity, Investor Relations, Pharmaceutical Industry, Business Development, Strategic Planning, Venture Capital, Mergers, Finance, Lifesciences, Investments, Mergers & Acquisitions, Commercialization, Clinical Development, Contract Negotiation, Licensing, Biopharmaceuticals, Restructuring, Divestitures, Technology Transfer, Private Placements, Entrepreneurship, Analysis, Executive Management, Emerging Markets, Competitive Analysis, Drug Development, Portfolio Management, Leadership, Venture Financing, Acquisition Integration, Management, Oncology, Medical Devices, Drug Discovery, M&A experience, Competitive Intelligence
Education
Harvard Business School
MBA, Management, Finance
Princeton University
AB, Economics
Christopher Gottschalk Christopher Gottschalk's Cowen and Company Experience 2005 - 2007
Job Principal at Blumberg Capital
Industry Venture Capital & Private Equity
Experience
Blumberg Capital 2012 - Present
Menlo Ventures 2011 - 2011
Gilt Groupe 2010 - 2011
ngmoco:) 2009 - 2010
PlayPhone 2007 - 2010
Cowen and Company 2005 - 2007
Intel 2004 - 2005
Skills
Venture Capital, Entrepreneurship, Start-ups, Business Strategy, Corporate Finance, New Business Development, Strategic Planning, Corporate Development, Strategy, Analytics, Business Analysis
Education
IESE Business School - University of Navarra
MBA
University of California, Davis
BA, Economics & Political Science
University of California, Berkeley
Blumberg Capital 2012 - Present
Menlo Ventures 2011 - 2011
Gilt Groupe 2010 - 2011
ngmoco:) 2009 - 2010
PlayPhone 2007 - 2010
Cowen and Company 2005 - 2007
Intel 2004 - 2005
Skills
Venture Capital, Entrepreneurship, Start-ups, Business Strategy, Corporate Finance, New Business Development, Strategic Planning, Corporate Development, Strategy, Analytics, Business Analysis
Education
IESE Business School - University of Navarra
MBA
University of California, Davis
BA, Economics & Political Science
University of California, Berkeley
Sam Hudson Sam Hudson's Cowen and Company Experience July 2012 - August 2013
Job Director, Finance at Lending Club
Industry Financial Services
Experience
Lending Club August 2013 - Present
Cowen and Company July 2012 - August 2013
Eleventh Coast Guard District June 2010 - July 2012
U.S. Coast Guard Headquarters Office of Resource Management September 2008 - November 2010
U.S. Coast Guard Headquarters Office of Resource Management June 2007 - September 2008
U.S. Coast Guard Cutter BAINBRIDGE ISLAND June 2003 - June 2005
U.S. Coast Guard Cutter STEADFAST July 2001 - June 2003
Skills
Financial Modeling, Financial Analysis, Security Clearance, Military, Strategic Planning, General Management, Valuation, Forecasting, Training, Management, Budgets, Asset Management, Corporate Finance, Investment Banking, Finance, Financial Risk, Mergers & Acquisitions, Cross-functional Team...
Education
Harvard Business School 2005 — 2007
2007, Master's of Business Administration
US Coast Guard Academy 1997 — 2001
Bachelor of Science, Mechanical Engineering
Lending Club August 2013 - Present
Cowen and Company July 2012 - August 2013
Eleventh Coast Guard District June 2010 - July 2012
U.S. Coast Guard Headquarters Office of Resource Management September 2008 - November 2010
U.S. Coast Guard Headquarters Office of Resource Management June 2007 - September 2008
U.S. Coast Guard Cutter BAINBRIDGE ISLAND June 2003 - June 2005
U.S. Coast Guard Cutter STEADFAST July 2001 - June 2003
Skills
Financial Modeling, Financial Analysis, Security Clearance, Military, Strategic Planning, General Management, Valuation, Forecasting, Training, Management, Budgets, Asset Management, Corporate Finance, Investment Banking, Finance, Financial Risk, Mergers & Acquisitions, Cross-functional Team...
Education
Harvard Business School 2005 — 2007
2007, Master's of Business Administration
US Coast Guard Academy 1997 — 2001
Bachelor of Science, Mechanical Engineering
Eli Danziger Eli Danziger's Cowen and Company Experience July 2006 - July 2008
Job Product Manager at Google
Industry Internet
Experience
Google January 2015 - Present
Google August 2012 - January 2015
Google May 2011 - August 2012
Crossfields Capital Management July 2008 - June 2011
Owners Research Group July 2008 - January 2010
Cowen and Company July 2006 - July 2008
Skills
Strategy, Analytics, Financial Modeling, Product Management, Start-ups, Business Strategy, Entrepreneurship, Competitive Analysis, Product Development, Product Marketing, Investment Banking, Corporate Finance, Economics, Investments, Valuation, User Experience
Education
Columbia University in the City of New York 2002 — 2006
B.S., Industrial Engineering, Economics
Bergen Tech
Google January 2015 - Present
Google August 2012 - January 2015
Google May 2011 - August 2012
Crossfields Capital Management July 2008 - June 2011
Owners Research Group July 2008 - January 2010
Cowen and Company July 2006 - July 2008
Skills
Strategy, Analytics, Financial Modeling, Product Management, Start-ups, Business Strategy, Entrepreneurship, Competitive Analysis, Product Development, Product Marketing, Investment Banking, Corporate Finance, Economics, Investments, Valuation, User Experience
Education
Columbia University in the City of New York 2002 — 2006
B.S., Industrial Engineering, Economics
Bergen Tech
Daniel Byerly Daniel Byerly's Cowen and Company Experience March 2013 - Present
Job Opera Singer, Tenor
Industry Music
Experience
Cowen and Company March 2013 - Present
Dahlman Rose & Co. March 2011 - February 2013
Covenant Presbyterian Church, Sharon, PA September 2008 - June 2010
Skills
Classical, Event Planning, Microsoft Office, Music, Musical Theatre, Piano, Research, PowerPoint, Theatre, Singing, Music Theory, Band, Choral, Teaching, Microsoft Excel, Music Education, Drama
Education
Grove City College 2004 — 2008
BA, Music
Cowen and Company March 2013 - Present
Dahlman Rose & Co. March 2011 - February 2013
Covenant Presbyterian Church, Sharon, PA September 2008 - June 2010
Skills
Classical, Event Planning, Microsoft Office, Music, Musical Theatre, Piano, Research, PowerPoint, Theatre, Singing, Music Theory, Band, Choral, Teaching, Microsoft Excel, Music Education, Drama
Education
Grove City College 2004 — 2008
BA, Music
Rebecca Hargreaves Rebecca Hargreaves's Cowen and Company Experience July 2001 - November 2002
Job Senior Manager, Strategic Initiatives at UCSF's Center for the Health Professions
Industry Hospital & Health Care
Experience
UCSF's Center for the Health Professions September 2014 - Present
Independent Health Care Consultant 2008 - 2014
Health Workforce Solutions LLC May 2007 - November 2008
Deloitte Consulting 2006 - 2007
Health Workforce Solutions LLC February 2005 - March 2006
UCSF - Center for the Health Professions May 2003 - June 2004
Cowen and Company July 2001 - November 2002
Skills
Leadership, Mergers & Acquisitions, Leadership Development, Corporate Finance, Public Policy, Nonprofits, Policy Analysis, Strategy, Program Evaluation
Education
Harvard University, John F. Kennedy School of Government 2004 — 2006
Masters, Public Policy
University of California, Berkeley 1999 — 2001
BA, Economics
UCSF's Center for the Health Professions September 2014 - Present
Independent Health Care Consultant 2008 - 2014
Health Workforce Solutions LLC May 2007 - November 2008
Deloitte Consulting 2006 - 2007
Health Workforce Solutions LLC February 2005 - March 2006
UCSF - Center for the Health Professions May 2003 - June 2004
Cowen and Company July 2001 - November 2002
Skills
Leadership, Mergers & Acquisitions, Leadership Development, Corporate Finance, Public Policy, Nonprofits, Policy Analysis, Strategy, Program Evaluation
Education
Harvard University, John F. Kennedy School of Government 2004 — 2006
Masters, Public Policy
University of California, Berkeley 1999 — 2001
BA, Economics
Rajesh Ramanujam Rajesh Ramanujam's Cowen and Company Experience December 2014 - August 2015
Job Technoogy Investment Banking Barclays
Industry Financial Services
Experience
Barclays Investment Bank September 2015 - Present
Cowen and Company December 2014 - August 2015
Applied Materials December 2013 - December 2014
Applied Ventures LLC, Applied Materials January 2012 - 2013
Globe Equity Partners June 2011 - December 2011
Applied Materials February 2008 - May 2011
Applied Materials 2004 - 2007
Applied Materials August 2002 - September 2004
Applied Materials January 2002 - July 2002
Applied Materials August 2001 - December 2001
Skills
Semiconductors, Semiconductor Industry, Engineering Management, Design of Experiments, Simulations, Venture Capital, Corporate Venture..., New Business Development, Valuation, Corporate Finance, Business Strategy, Financial Modeling, Product Management, Cross-functional Team..., Product Development, Program Management, Engineering, Project Management, Product Marketing, Solar Energy, Business Development, Thin Films, Optics
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2012
MBA, Finance and Entrepreneurship
Stanford University 2004 — 2005
Certificate Program, Electrical Engineering, Management Sciences
Purdue University 1998 — 2001
MS, Mechanical Engineering
Indian Institute of Technology, Madras 1994 — 1998
B Tech, Mechanical Engineering
Vidya Mandir, Mylapore 1990 — 1994
High School
Vidya Mandir, Mylapore 1990 — 1994
Barclays Investment Bank September 2015 - Present
Cowen and Company December 2014 - August 2015
Applied Materials December 2013 - December 2014
Applied Ventures LLC, Applied Materials January 2012 - 2013
Globe Equity Partners June 2011 - December 2011
Applied Materials February 2008 - May 2011
Applied Materials 2004 - 2007
Applied Materials August 2002 - September 2004
Applied Materials January 2002 - July 2002
Applied Materials August 2001 - December 2001
Skills
Semiconductors, Semiconductor Industry, Engineering Management, Design of Experiments, Simulations, Venture Capital, Corporate Venture..., New Business Development, Valuation, Corporate Finance, Business Strategy, Financial Modeling, Product Management, Cross-functional Team..., Product Development, Program Management, Engineering, Project Management, Product Marketing, Solar Energy, Business Development, Thin Films, Optics
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2012
MBA, Finance and Entrepreneurship
Stanford University 2004 — 2005
Certificate Program, Electrical Engineering, Management Sciences
Purdue University 1998 — 2001
MS, Mechanical Engineering
Indian Institute of Technology, Madras 1994 — 1998
B Tech, Mechanical Engineering
Vidya Mandir, Mylapore 1990 — 1994
High School
Vidya Mandir, Mylapore 1990 — 1994
Alan Fleisig Alan Fleisig's Cowen and Company Experience February 1995 - November 1998
Job Presentation Consultant and Copywriter at ProPoint Graphics
Industry Writing and Editing
Experience
ProPoint Graphics January 2010 - Present
Alan E. Fleisig Consulting January 1985 - Present
MetLife June 2010 - October 2012
Design Matters Inc! [ branding & corporate communications ] March 2002 - September 2009
Morgan Stanley January 2000 - July 2001
Bachanalia Chamber Orchestra January 1995 - June 2001
Troy Corporation November 1999 - November 2000
Cowen and Company February 1995 - November 1998
Skills
Marketing Communications, Advertising, Strategy, Marketing, Editorial, Nonprofits, Corporate Communications, Research, Management, Art, Graphics, Books, Editing, Copy Editing, Social Media, Creative Direction, English, Copywriting, Graphic Design, Email Marketing, Instructional Design, Web Content, Digital Strategy, Social Networking, Creative Writing, Integrated Marketing, Teaching, Proofreading, Adobe Creative Suite, InDesign, New Media, Event Planning, Public Speaking, Writing, Grant Writing
Education
Hunter College Graduate School of Education 2010 — 2014
n.a., M.Ed. Adolescent English
Yale University 1985 — 1987
n.a., Ph.D. Program in American Studies
Queens College 1982 — 1985
B.A., American Studies
Columbia University in the City of New York 1977 — 1979
English, Engineering
ProPoint Graphics January 2010 - Present
Alan E. Fleisig Consulting January 1985 - Present
MetLife June 2010 - October 2012
Design Matters Inc! [ branding & corporate communications ] March 2002 - September 2009
Morgan Stanley January 2000 - July 2001
Bachanalia Chamber Orchestra January 1995 - June 2001
Troy Corporation November 1999 - November 2000
Cowen and Company February 1995 - November 1998
Skills
Marketing Communications, Advertising, Strategy, Marketing, Editorial, Nonprofits, Corporate Communications, Research, Management, Art, Graphics, Books, Editing, Copy Editing, Social Media, Creative Direction, English, Copywriting, Graphic Design, Email Marketing, Instructional Design, Web Content, Digital Strategy, Social Networking, Creative Writing, Integrated Marketing, Teaching, Proofreading, Adobe Creative Suite, InDesign, New Media, Event Planning, Public Speaking, Writing, Grant Writing
Education
Hunter College Graduate School of Education 2010 — 2014
n.a., M.Ed. Adolescent English
Yale University 1985 — 1987
n.a., Ph.D. Program in American Studies
Queens College 1982 — 1985
B.A., American Studies
Columbia University in the City of New York 1977 — 1979
English, Engineering
Tom Watts's Cowen and Company Experience 2002 - October 2008
Job Family Chief Investment Officer (CIO)
Industry Financial Services
Experience
Watts Capital Group LLC October 2008 - Present
Cowen and Company 2002 - October 2008
Merrill Lynch 1997 - 2001
Bear Stearns & Co. 1995 - 1997
Ascent Communications Advisors, LP 1991 - 1995
Booz, Allen & Hamilton Inc. 1987 - 1991
CSP International 1983 - 1987
McKinsey & Company 1980 - 1982
Skills
Portfolio Management, Mergers & Acquisitions, Investment Management, Equity Research, Alternative Investments, Equities, Risk Management, Securities, Investment Strategies, Private Placements, Investments, Private Equity, Investment Banking, Capital Raising, Venture Capital, Acquisitions, Capital Markets, Personal Financial..., Telecommunications, Strategy, Wealth, Hedge Funds, Security Analysis, Data Center, Satellite, Securities Analysis, Energy, Mergers, Valuation, Asset Management, Estate Planning, Corporate Finance, IPO, Investor Relations, Strategic Financial..., Wealth Protection, Trust & Estate Planning, Wealth Management, Financial Planning, Finance, Financial Modeling
Education
Harvard Business School 1982 — 1984
MBA
Stanford University 1976 — 1980
AB, Economics, German Studies
Rio Americano High School. Sacramento, CA 1975 — 1976
Diploma
Payette High School. Payette, ID 1972 — 1975
Watts Capital Group LLC October 2008 - Present
Cowen and Company 2002 - October 2008
Merrill Lynch 1997 - 2001
Bear Stearns & Co. 1995 - 1997
Ascent Communications Advisors, LP 1991 - 1995
Booz, Allen & Hamilton Inc. 1987 - 1991
CSP International 1983 - 1987
McKinsey & Company 1980 - 1982
Skills
Portfolio Management, Mergers & Acquisitions, Investment Management, Equity Research, Alternative Investments, Equities, Risk Management, Securities, Investment Strategies, Private Placements, Investments, Private Equity, Investment Banking, Capital Raising, Venture Capital, Acquisitions, Capital Markets, Personal Financial..., Telecommunications, Strategy, Wealth, Hedge Funds, Security Analysis, Data Center, Satellite, Securities Analysis, Energy, Mergers, Valuation, Asset Management, Estate Planning, Corporate Finance, IPO, Investor Relations, Strategic Financial..., Wealth Protection, Trust & Estate Planning, Wealth Management, Financial Planning, Finance, Financial Modeling
Education
Harvard Business School 1982 — 1984
MBA
Stanford University 1976 — 1980
AB, Economics, German Studies
Rio Americano High School. Sacramento, CA 1975 — 1976
Diploma
Payette High School. Payette, ID 1972 — 1975
Cristina Ghenoiu, Ph.D.'s Cowen and Company Experience July 2013 - Present
Job Biotech Equity Research Associate at Cowen and Company
Industry Financial Services
Experience
Cowen and Company July 2013 - Present
Rockefeller University 2012 - 2013
Docphin November 2011 - March 2012
League of Romanian Students Abroad (LSRS) June 2011 - January 2012
Global Advantage Fund 2011 - 2012
Cornell/Rockefeller University 2006 - 2012
The Boston Consulting Group June 2011 - June 2011
Cornell University September 2006 - December 2006
University Hospital Freiburg, Germany October 2004 - August 2005
Mount Holyoke College 2000 - 2004
Skills
Molecular Biology, Research, Molecular Genetics, Cancer, Lifesciences, Genetics, Chemistry, Cell Biology, Biochemistry, Laboratory, Teaching, Western Blotting, Public Speaking, Cell Culture, Confocal Microscopy, Microscopy, Biology, Data Analysis, Fluorescence Microscopy, Scientific Writing, Biotechnology, Cell, Molecular Cloning, Protein Purification, Science, Tissue Culture, Protein Chemistry, Protein Expression, Immunohistochemistry, Life Sciences
Education
Cornell University 2005 — 2012
Ph.D.
SUNY Stony Brook, Center For Biotechnology 2011 — 2011
Scholarship Recipient And Participant In The Fundamentals Of The Biosciences Certificate Program
Mount Holyoke College 2000 — 2004
BA
The American University in Cairo 2002 — 2002
Study Abroad
Lester B. Pearson United World College of the Pacific 1998 — 2000
IB
Liceul Bilingv George Cosbuc 1996 — 1998
Cowen and Company July 2013 - Present
Rockefeller University 2012 - 2013
Docphin November 2011 - March 2012
League of Romanian Students Abroad (LSRS) June 2011 - January 2012
Global Advantage Fund 2011 - 2012
Cornell/Rockefeller University 2006 - 2012
The Boston Consulting Group June 2011 - June 2011
Cornell University September 2006 - December 2006
University Hospital Freiburg, Germany October 2004 - August 2005
Mount Holyoke College 2000 - 2004
Skills
Molecular Biology, Research, Molecular Genetics, Cancer, Lifesciences, Genetics, Chemistry, Cell Biology, Biochemistry, Laboratory, Teaching, Western Blotting, Public Speaking, Cell Culture, Confocal Microscopy, Microscopy, Biology, Data Analysis, Fluorescence Microscopy, Scientific Writing, Biotechnology, Cell, Molecular Cloning, Protein Purification, Science, Tissue Culture, Protein Chemistry, Protein Expression, Immunohistochemistry, Life Sciences
Education
Cornell University 2005 — 2012
Ph.D.
SUNY Stony Brook, Center For Biotechnology 2011 — 2011
Scholarship Recipient And Participant In The Fundamentals Of The Biosciences Certificate Program
Mount Holyoke College 2000 — 2004
BA
The American University in Cairo 2002 — 2002
Study Abroad
Lester B. Pearson United World College of the Pacific 1998 — 2000
IB
Liceul Bilingv George Cosbuc 1996 — 1998
Cathy Eakle Cathy Eakle's Cowen and Company Experience 1973 - 1980
Job Technology Trainer at Gloria Nilson & Co. Real Estate
Industry Real Estate
Experience
Gloria Nilson & Co Real Estate November 1999 - Present
Computer City/CompUSA 1998 - 1999
Eakle Associates, Inc. 1988 - 1997
Cowen and Company 1973 - 1980
Skills
Real Estate, Sellers, Training
Education
Green Mountain College
Assoc. of Arts, Business Administration
Gloria Nilson & Co Real Estate November 1999 - Present
Computer City/CompUSA 1998 - 1999
Eakle Associates, Inc. 1988 - 1997
Cowen and Company 1973 - 1980
Skills
Real Estate, Sellers, Training
Education
Green Mountain College
Assoc. of Arts, Business Administration
Jessica Cuevas Jessica Cuevas's Cowen and Company Experience 2000 - 2003
Job Technical Support at Kornreich NIA
Industry Insurance
Experience
Kornreich - NIA December 2006 - Present
Merrill Lynch 2003 - 2005
Cowen and Company 2000 - 2003
Education
Farmingdale State College 1998 — 2000
Medical Laboratory Technology
Kornreich - NIA December 2006 - Present
Merrill Lynch 2003 - 2005
Cowen and Company 2000 - 2003
Education
Farmingdale State College 1998 — 2000
Medical Laboratory Technology
Kim Rogers Kim Rogers's Cowen and Company Experience 1990 - 1993
Job Director Investor Relations and Business Development at ZAGG, Inc.
Industry Consumer Electronics
Experience
ZAGG, Inc June 2014 - Present
Genesis Select 2001 - June 2014
Precursor Group 2000 - 2001
E*Offering (E*Trade) 1998 - 2000
Charles Schwab 1995 - 1998
Mabon Securities 1993 - 1994
Cowen and Company 1990 - 1993
Morgan Stanley Capital International 1987 - 1990
Skills
Investor Relations, IPO, Corporate Development, Mergers & Acquisitions, Capital Markets, Due Diligence, Equities, Equity Research, Alternative Investments, Valuation, Corporate Finance, Investments, Financial Modeling, Investment Banking, Securities, Crisis Communications, Private Equity, Venture Capital, Hedge Funds, Start-ups
Education
Colorado State University
Geology
New Trier East
ZAGG, Inc June 2014 - Present
Genesis Select 2001 - June 2014
Precursor Group 2000 - 2001
E*Offering (E*Trade) 1998 - 2000
Charles Schwab 1995 - 1998
Mabon Securities 1993 - 1994
Cowen and Company 1990 - 1993
Morgan Stanley Capital International 1987 - 1990
Skills
Investor Relations, IPO, Corporate Development, Mergers & Acquisitions, Capital Markets, Due Diligence, Equities, Equity Research, Alternative Investments, Valuation, Corporate Finance, Investments, Financial Modeling, Investment Banking, Securities, Crisis Communications, Private Equity, Venture Capital, Hedge Funds, Start-ups
Education
Colorado State University
Geology
New Trier East
Patrick McGowan's Cowen and Company Experience June 2009 - August 2009
Job Spiceworks
Industry Computer Software
Experience
Spiceworks October 2014 - Present
foursquare May 2014 - October 2014
Credit Suisse June 2011 - April 2014
Credit Suisse June 2010 - August 2010
Cowen and Company June 2009 - August 2009
Skills
Valuation, Acting
Education
University of Pennsylvania 2007 — 2011
Deerfield Academy 2003 — 2007
H.S.
Spiceworks October 2014 - Present
foursquare May 2014 - October 2014
Credit Suisse June 2011 - April 2014
Credit Suisse June 2010 - August 2010
Cowen and Company June 2009 - August 2009
Skills
Valuation, Acting
Education
University of Pennsylvania 2007 — 2011
Deerfield Academy 2003 — 2007
H.S.
Michael Vieten, CFA Michael Vieten, CFA's Cowen and Company Experience October 2010 - May 2013
Job
Industry Internet
Experience
Stifel Financial Corp. May 2013 - August 2013
Cowen and Company October 2010 - May 2013
FactSet Research Systems June 2009 - October 2010
Clear Asset Management May 2007 - May 2009
JP Morgan June 2008 - August 2008
Bear Stearns May 2006 - August 2006
Fort Monmouth Intelligence and Information Warfare Directorate June 2005 - August 2005
Skills
Restaurants, Restaurant Management, Entrepreneurship, Leadership, Food, Food & Beverage, Management, Financial Modeling, Business Strategy, Problem Solving, Business Development, Start-ups, Business Planning, Data Analysis, Valuation, Financial Analysis, Account Management, Chartered Financial..., Investments, Equities, Equity Research, Investment Management, Capital Markets, Securities, Series 7, Bloomberg
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Columbia University - Fu Foundation School of Engineering and Applied Science 2005 — 2009
Bachelor of Science
Stifel Financial Corp. May 2013 - August 2013
Cowen and Company October 2010 - May 2013
FactSet Research Systems June 2009 - October 2010
Clear Asset Management May 2007 - May 2009
JP Morgan June 2008 - August 2008
Bear Stearns May 2006 - August 2006
Fort Monmouth Intelligence and Information Warfare Directorate June 2005 - August 2005
Skills
Restaurants, Restaurant Management, Entrepreneurship, Leadership, Food, Food & Beverage, Management, Financial Modeling, Business Strategy, Problem Solving, Business Development, Start-ups, Business Planning, Data Analysis, Valuation, Financial Analysis, Account Management, Chartered Financial..., Investments, Equities, Equity Research, Investment Management, Capital Markets, Securities, Series 7, Bloomberg
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Columbia University - Fu Foundation School of Engineering and Applied Science 2005 — 2009
Bachelor of Science
Stephen Glagola's Cowen and Company Experience August 2013 - Present
Job
Industry Financial Services
Experience
Cowen and Company August 2013 - Present
Barclays Capital July 2011 - July 2013
Harris Investment Management May 2010 - May 2011
Morgan Stanley Smith Barney October 2009 - January 2010
UBS May 2009 - August 2009
Skills
Equity Research, Financial Modeling, Fixed Income, Equities, Investments, Series 7, Professional..., Positivity, Conversation, Friendly Personality, Communication, Valuation, Capital Markets, Financial Analysis, Financial Accounting, Competitive Analysis, DCF Valuation, Microsoft Excel, Financial Risk, Economics
Education
Elmhurst College 2007 — 2010
BS, Finance and Economics
Cowen and Company August 2013 - Present
Barclays Capital July 2011 - July 2013
Harris Investment Management May 2010 - May 2011
Morgan Stanley Smith Barney October 2009 - January 2010
UBS May 2009 - August 2009
Skills
Equity Research, Financial Modeling, Fixed Income, Equities, Investments, Series 7, Professional..., Positivity, Conversation, Friendly Personality, Communication, Valuation, Capital Markets, Financial Analysis, Financial Accounting, Competitive Analysis, DCF Valuation, Microsoft Excel, Financial Risk, Economics
Education
Elmhurst College 2007 — 2010
BS, Finance and Economics
Lilly R. Lilly R.'s Cowen and Company Experience July 2015 - Present
Job Executive Assistant Investment Banking at Cowen and Company
Industry Staffing and Recruiting
Experience
Cowen and Company July 2015 - Present
City Hope April 2015 - July 2015
Center for Community Partnership at Emory University March 2015 - July 2015
Lilly R. & Company January 2015 - April 2015
Blue Ocean Ventures August 2014 - January 2015
Democratic Party of Georgia June 2013 - September 2013
Cafe Circa September 2012 - June 2013
Arrington Law Firm September 2012 - January 2013
YourKidsOurKids May 2012 - September 2012
Emory University January 2012 - April 2012
Skills
Technical Recruiting, Talent Acquisition, Recruiting, Internet Recruiting, Staffing Services, IT Recruitment, Screening Resumes, Benefits Negotiation, Applicant Tracking..., Screening, Temporary Placement, Sourcing, Contract Recruitment, Permanent Placement, Executive Search, Temporary Staffing, Recruitments, New Business Development, Marketing, Social Media Marketing, Vendor Management, Management
Education
Emory University 2010 — 2015
Bachelor of Arts (B.A.), Philosophy
Emory University - Goizueta Business School
Financial Accounting - Business 210
Cowen and Company July 2015 - Present
City Hope April 2015 - July 2015
Center for Community Partnership at Emory University March 2015 - July 2015
Lilly R. & Company January 2015 - April 2015
Blue Ocean Ventures August 2014 - January 2015
Democratic Party of Georgia June 2013 - September 2013
Cafe Circa September 2012 - June 2013
Arrington Law Firm September 2012 - January 2013
YourKidsOurKids May 2012 - September 2012
Emory University January 2012 - April 2012
Skills
Technical Recruiting, Talent Acquisition, Recruiting, Internet Recruiting, Staffing Services, IT Recruitment, Screening Resumes, Benefits Negotiation, Applicant Tracking..., Screening, Temporary Placement, Sourcing, Contract Recruitment, Permanent Placement, Executive Search, Temporary Staffing, Recruitments, New Business Development, Marketing, Social Media Marketing, Vendor Management, Management
Education
Emory University 2010 — 2015
Bachelor of Arts (B.A.), Philosophy
Emory University - Goizueta Business School
Financial Accounting - Business 210
Daniel Jano Daniel Jano's Cowen and Company Experience May 2008 - August 2008
Job Principal at Partners Capital LLP
Industry Investment Management
Experience
Partners Capital LLP August 2015 - Present
J.P. Morgan August 2011 - June 2015
J.P. Morgan August 2009 - August 2011
Cowen and Company May 2008 - August 2008
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
The Johns Hopkins University 2005 — 2008
B.A
Partners Capital LLP August 2015 - Present
J.P. Morgan August 2011 - June 2015
J.P. Morgan August 2009 - August 2011
Cowen and Company May 2008 - August 2008
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
The Johns Hopkins University 2005 — 2008
B.A
Andrew Trask's Cowen and Company Experience September 2015 - Present
Job Associate Equity Capital Markets at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company September 2015 - Present
Janney Montgomery Scott July 2013 - August 2015
Janney Montgomery Scott July 2011 - June 2013
FTI Consulting September 2009 - June 2011
Resource America June 2008 - August 2008
C.H. Robinson Worldwide, Inc. May 2007 - August 2007
Skills
Financial Modeling, Valuation, Bloomberg, Financial Analysis, Due Diligence, Corporate Finance, Business Valuation, Investment Banking, Capital Markets, Banking, Mergers & Acquisitions
Education
Villanova University 2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Gustavus Adolphus College 2005 — 2006
Economics
Phillips Exeter Academy 2003 — 2005
St. Johnsbury Academy
Cowen and Company September 2015 - Present
Janney Montgomery Scott July 2013 - August 2015
Janney Montgomery Scott July 2011 - June 2013
FTI Consulting September 2009 - June 2011
Resource America June 2008 - August 2008
C.H. Robinson Worldwide, Inc. May 2007 - August 2007
Skills
Financial Modeling, Valuation, Bloomberg, Financial Analysis, Due Diligence, Corporate Finance, Business Valuation, Investment Banking, Capital Markets, Banking, Mergers & Acquisitions
Education
Villanova University 2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Gustavus Adolphus College 2005 — 2006
Economics
Phillips Exeter Academy 2003 — 2005
St. Johnsbury Academy
William Burns's Cowen and Company Experience October 2013 - Present
Job Vice President, Technology Investment Banking at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company October 2013 - Present
Fairmount Partners June 2010 - October 2013
PwC 2006 - June 2010
PwC 2004 - 2006
Skills
Financial Modeling, Financial Advisory, Investment Banking, Mergers & Acquisitions, Due Diligence, Strategy, Private Equity, Valuation, Corporate Finance, Corporate Development
Education
Villanova University 2004 — 2005
Masters of Accountancy
Drexel University - LeBow College of Business 1999 — 2004
Bachelors, Business Administration
Cowen and Company October 2013 - Present
Fairmount Partners June 2010 - October 2013
PwC 2006 - June 2010
PwC 2004 - 2006
Skills
Financial Modeling, Financial Advisory, Investment Banking, Mergers & Acquisitions, Due Diligence, Strategy, Private Equity, Valuation, Corporate Finance, Corporate Development
Education
Villanova University 2004 — 2005
Masters of Accountancy
Drexel University - LeBow College of Business 1999 — 2004
Bachelors, Business Administration
Scott Wingert Scott Wingert's Cowen and Company Experience 2008 - 2009
Job Senior Corporate Development Associate at Medtronic
Industry Medical Devices
Experience
Medtronic July 2014 - Present
GlaxoSmithKline May 2013 - August 2013
Raymond James July 2009 - June 2012
Cowen and Company 2008 - 2009
Cowen and Company June 2007 - August 2007
Skills
Financial Modeling, Healthcare, Strategy, Business Analysis, Investment Banking, Analysis, Valuation
Education
Duke University - The Fuqua School of Business 2012 — 2014
MBA, Health Sector Management, Marketing
University of Pittsburgh 2004 — 2008
BSBA, Finance, Accounting, Economics
Medtronic July 2014 - Present
GlaxoSmithKline May 2013 - August 2013
Raymond James July 2009 - June 2012
Cowen and Company 2008 - 2009
Cowen and Company June 2007 - August 2007
Skills
Financial Modeling, Healthcare, Strategy, Business Analysis, Investment Banking, Analysis, Valuation
Education
Duke University - The Fuqua School of Business 2012 — 2014
MBA, Health Sector Management, Marketing
University of Pittsburgh 2004 — 2008
BSBA, Finance, Accounting, Economics
Sandee Clark Sandee Clark's Cowen and Company Experience 1988 - 1991
Job CoOwner of The Vintage Chicks
Industry Hospitality
Experience
The Vintage Chicks October 2011 - Present
ClearStar, Inc. November 2010 - Present
Cowen and Company 1988 - 1991
Drexel Burnham Lambert 1981 - 1988
Skills
Background Checks, Weddings, Human Resources, Parties, Microsoft Office, Sales, Strategic Planning, Employee Relations, Customer Service, Account Management
Education
Georgia Southern University 1977 — 1979
Tucker High School 1973 — 1977
The Vintage Chicks October 2011 - Present
ClearStar, Inc. November 2010 - Present
Cowen and Company 1988 - 1991
Drexel Burnham Lambert 1981 - 1988
Skills
Background Checks, Weddings, Human Resources, Parties, Microsoft Office, Sales, Strategic Planning, Employee Relations, Customer Service, Account Management
Education
Georgia Southern University 1977 — 1979
Tucker High School 1973 — 1977
Anthony Villamagna Anthony Villamagna's Cowen and Company Experience June 2013 - August 2013
Job 2014 Corps Member at Teach For America
Industry Primary/Secondary Education
Experience
Teach For America June 2014 - Present
Choice! Energy Services November 2013 - June 2014
Cowen and Company June 2013 - August 2013
United States Congress May 2011 - August 2012
Cypress Station Grill May 2011 - August 2011
Cypress Fairbanks Independent School District May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Capital Markets, Equity Capital Markets, Capital Markets Analysis, Electricity Markets, Consulting, Financial Analysis, Data Analysis, Data Analytics, Stata, Time Management
Education
Columbia University in the City of New York 2009 — 2013
Bachelor of Science (B.S.), Economics-Political Science, History
Cypress Woods High School
Cypress Woods High School
Teach For America June 2014 - Present
Choice! Energy Services November 2013 - June 2014
Cowen and Company June 2013 - August 2013
United States Congress May 2011 - August 2012
Cypress Station Grill May 2011 - August 2011
Cypress Fairbanks Independent School District May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Capital Markets, Equity Capital Markets, Capital Markets Analysis, Electricity Markets, Consulting, Financial Analysis, Data Analysis, Data Analytics, Stata, Time Management
Education
Columbia University in the City of New York 2009 — 2013
Bachelor of Science (B.S.), Economics-Political Science, History
Cypress Woods High School
Cypress Woods High School
Ron Hooey Ron Hooey's Cowen and Company Experience January 2011 - August 2012
Job Director at Wells Fargo Securities
Industry Financial Services
Experience
BNY Mellon August 2015 - Present
STANY December 2010 - Present
Wells Fargo Securities November 2012 - July 2015
Cowen and Company January 2011 - August 2012
BLMIS August 1996 - December 2008
Skills
Series 24, Series 7, Series 55, Series 63
Education
Columbia University - Columbia Business School 2000 — 2001
MBA, Finance, General
College of the Holy Cross 1989 — 1993
BA, Psychology, Economics, Accounting
Delbarton
BNY Mellon August 2015 - Present
STANY December 2010 - Present
Wells Fargo Securities November 2012 - July 2015
Cowen and Company January 2011 - August 2012
BLMIS August 1996 - December 2008
Skills
Series 24, Series 7, Series 55, Series 63
Education
Columbia University - Columbia Business School 2000 — 2001
MBA, Finance, General
College of the Holy Cross 1989 — 1993
BA, Psychology, Economics, Accounting
Delbarton
E. Michael Shine E. Michael Shine's Cowen and Company Experience January 1990 - May 1995
Job Partner/Senior Vice President, GMS Group, Retired
Industry Financial Services
Experience
The GMS Group May 1995 - April 2011
Cowen and Company January 1990 - May 1995
Glickenhaus & Co. May 1986 - January 1990
Dillon, Read & company January 1982 - May 1986
Barr Brothers & Company January 1979 - January 1982
Skills
Municipalities, Fixed Income, Equity Trading, Asset Management, Mutual Funds, Series 7, Investments, Capital Markets, Equities, Series 63, Bonds, Strategic Planning, Fundraising, Securities, Bloomberg, FINRA, Research, Trading, Marketing Strategy, Portfolio Management, Process Improvement
Education
Fairleigh Dickinson University 1976 — 1978
MBA, Accounting & Taxation
Villanova University 1966 — 1970
BS, English & Philosophy
James Caldwell High School 1963 — 1966
The GMS Group May 1995 - April 2011
Cowen and Company January 1990 - May 1995
Glickenhaus & Co. May 1986 - January 1990
Dillon, Read & company January 1982 - May 1986
Barr Brothers & Company January 1979 - January 1982
Skills
Municipalities, Fixed Income, Equity Trading, Asset Management, Mutual Funds, Series 7, Investments, Capital Markets, Equities, Series 63, Bonds, Strategic Planning, Fundraising, Securities, Bloomberg, FINRA, Research, Trading, Marketing Strategy, Portfolio Management, Process Improvement
Education
Fairleigh Dickinson University 1976 — 1978
MBA, Accounting & Taxation
Villanova University 1966 — 1970
BS, English & Philosophy
James Caldwell High School 1963 — 1966
Hans Vitzthum's Cowen and Company Experience February 1989 - April 2002
Job Managing Director at LifeSci Advisors, LLC
Industry Investment Banking
Experience
LifeSci Advisors, LLC. LifeSci Capital, LLC. September 2014 - Present
CRT Capital Group February 2014 - September 2014
Lazard Capital Markets June 2007 - December 2013
Leerink Swann April 2002 - May 2007
Cowen and Company February 1989 - April 2002
Skills
Valuation, Hedge Funds, Investment Banking, Equity Research, Equities, Capital Markets, Series 7, Equity Trading, Bloomberg, Equity Valuation
Education
Columbia College (NY)
AB
LifeSci Advisors, LLC. LifeSci Capital, LLC. September 2014 - Present
CRT Capital Group February 2014 - September 2014
Lazard Capital Markets June 2007 - December 2013
Leerink Swann April 2002 - May 2007
Cowen and Company February 1989 - April 2002
Skills
Valuation, Hedge Funds, Investment Banking, Equity Research, Equities, Capital Markets, Series 7, Equity Trading, Bloomberg, Equity Valuation
Education
Columbia College (NY)
AB
Rob Broggi's Cowen and Company Experience October 1995 - March 1999
Job Partner at Nautilus Capital LLC
Industry Investment Management
Experience
Nautilus Capital LLC February 2015 - Present
Industrial Revolution II June 2012 - January 2015
Raptor Capital Management June 2011 - June 2012
Theory Capital Group June 2009 - June 2011
TUDOR INVESTMENT CORPORATION January 2002 - December 2008
Morgan Stanley March 1999 - December 2001
Cowen and Company October 1995 - March 1999
Skills
Private Equity, Venture Capital, Financial Modeling, Hedge Funds, Investment Banking, Valuation, Alternative Investments, Bloomberg, Start-ups, Equities, Fixed Income, Equity Research, Strategy, Capital Markets, Asset Management, Mergers & Acquisitions, Investments
Education
Harvard University 1990 — 1994
Bachelor of Arts (BA)
The Roxbury Latin School 1984 — 1990
Nautilus Capital LLC February 2015 - Present
Industrial Revolution II June 2012 - January 2015
Raptor Capital Management June 2011 - June 2012
Theory Capital Group June 2009 - June 2011
TUDOR INVESTMENT CORPORATION January 2002 - December 2008
Morgan Stanley March 1999 - December 2001
Cowen and Company October 1995 - March 1999
Skills
Private Equity, Venture Capital, Financial Modeling, Hedge Funds, Investment Banking, Valuation, Alternative Investments, Bloomberg, Start-ups, Equities, Fixed Income, Equity Research, Strategy, Capital Markets, Asset Management, Mergers & Acquisitions, Investments
Education
Harvard University 1990 — 1994
Bachelor of Arts (BA)
The Roxbury Latin School 1984 — 1990
Wales Mack, Ph.D. Wales Mack, Ph.D.'s Cowen and Company Experience 2007 - 2009
Job Experienced Financier and Investment Analyst
Industry Investment Banking
Experience
Siemens Energy 2010 - Present
Morgan Stanley 2010 - 2010
Cowen and Company 2007 - 2009
Dresdner Kleinwort 2006 - 2007
Fintech Advisory Inc. 2004 - 2005
Morgan Stanley 1997 - 2002
Wasserstein Perella 1995 - 1997
Coopers & Lybrand 1994 - 1995
The World Bank 1990 - 1992
Skills
Project Finance, Mergers, Energy, Emerging Markets, Valuation, Investment Banking, Equities, Credit, Industry Analysis, Portfolio Management, Financial Modeling, Corporate Finance, Private Equity, Alternative Investments, Investments, Structuring, Due Diligence, Financial Analysis, Business Strategy, Debt, Risk Management, Financial Structuring, Analysis, Business Development, Finance, Financial Risk, Strategy
Education
University of California, Berkeley 1984 — 1993
Ph.D., Political Economy
Georgetown University 1980 — 1984
B.S., Economics
Siemens Energy 2010 - Present
Morgan Stanley 2010 - 2010
Cowen and Company 2007 - 2009
Dresdner Kleinwort 2006 - 2007
Fintech Advisory Inc. 2004 - 2005
Morgan Stanley 1997 - 2002
Wasserstein Perella 1995 - 1997
Coopers & Lybrand 1994 - 1995
The World Bank 1990 - 1992
Skills
Project Finance, Mergers, Energy, Emerging Markets, Valuation, Investment Banking, Equities, Credit, Industry Analysis, Portfolio Management, Financial Modeling, Corporate Finance, Private Equity, Alternative Investments, Investments, Structuring, Due Diligence, Financial Analysis, Business Strategy, Debt, Risk Management, Financial Structuring, Analysis, Business Development, Finance, Financial Risk, Strategy
Education
University of California, Berkeley 1984 — 1993
Ph.D., Political Economy
Georgetown University 1980 — 1984
B.S., Economics
Megan Hennessey's Cowen and Company Experience June 2015 - July 2015
Job Student at Harvard University
Industry
Experience
Spots August 2015 - Present
Harvard Alumni Association January 2014 - Present
Harvard Women's Lacrosse September 2013 - Present
Cowen and Company June 2015 - July 2015
Harvard Women's Lacrosse Camp (Crimson Elite) July 2014 - July 2015
Skills
Public Speaking, PowerPoint, Research, Social Media, Microsoft Word, Microsoft Excel, Teamwork, Event Planning, Customer Service, Microsoft Office
Education
Harvard College 2013 — 2017
Bachelor of Arts (B.A.), Psychology and Economics
Spots August 2015 - Present
Harvard Alumni Association January 2014 - Present
Harvard Women's Lacrosse September 2013 - Present
Cowen and Company June 2015 - July 2015
Harvard Women's Lacrosse Camp (Crimson Elite) July 2014 - July 2015
Skills
Public Speaking, PowerPoint, Research, Social Media, Microsoft Word, Microsoft Excel, Teamwork, Event Planning, Customer Service, Microsoft Office
Education
Harvard College 2013 — 2017
Bachelor of Arts (B.A.), Psychology and Economics
Zach Wachter Zach Wachter's Cowen and Company Experience June 2014 - Present
Job Equity Research Associate at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company June 2014 - Present
CognoLink Limited July 2013 - December 2013
BNY Mellon June 2012 - August 2012
Skills
Equity Research, Equity Valuation, Portfolio Management, PowerPoint, Microsoft Excel, Financial Modeling, Microsoft Office, Valuation, Financial Analysis, Economics, Research, Microsoft Word, Hedge Funds, Investment Strategies, Competitive Analysis
Education
Dartmouth College
Bachelor of Arts (B.A.), Major in Economics, Minor in Sustainability
Manhasset High School
HS diploma
Cowen and Company June 2014 - Present
CognoLink Limited July 2013 - December 2013
BNY Mellon June 2012 - August 2012
Skills
Equity Research, Equity Valuation, Portfolio Management, PowerPoint, Microsoft Excel, Financial Modeling, Microsoft Office, Valuation, Financial Analysis, Economics, Research, Microsoft Word, Hedge Funds, Investment Strategies, Competitive Analysis
Education
Dartmouth College
Bachelor of Arts (B.A.), Major in Economics, Minor in Sustainability
Manhasset High School
HS diploma
Peter Siwinski Peter Siwinski's Cowen and Company Experience March 2004 - July 2012
Job Managing Partner at Cumulus Venture Partners LLC
Industry Venture Capital & Private Equity
Experience
Cumulus Venture Partners LLC August 2012 - Present
Sea Street Technologies August 2012 - Present
Cowen and Company March 2004 - July 2012
Thomas Weisel Partners March 2000 - February 2004
Merrill Lynch August 1998 - February 2000
Skills
Capital Raising, Fundraising, Mergers & Acquisitions, Capital Markets, Start-ups, Cloud Computing, Communications..., Venture Capital
Education
Duke University 1994 — 1998
JD/MBA
University of Pennsylvania 1987 — 1991
Bachelor of Arts (B.A.)
Cumulus Venture Partners LLC August 2012 - Present
Sea Street Technologies August 2012 - Present
Cowen and Company March 2004 - July 2012
Thomas Weisel Partners March 2000 - February 2004
Merrill Lynch August 1998 - February 2000
Skills
Capital Raising, Fundraising, Mergers & Acquisitions, Capital Markets, Start-ups, Cloud Computing, Communications..., Venture Capital
Education
Duke University 1994 — 1998
JD/MBA
University of Pennsylvania 1987 — 1991
Bachelor of Arts (B.A.)
Leland Gershell's Cowen and Company Experience November 2004 - September 2008
Job
Industry Pharmaceuticals
Experience
Tonix Pharmaceuticals April 2012 - Present
Madison Williams and Company May 2011 - April 2012
Apothecary Capital LLC October 2008 - October 2009
Cowen and Company November 2004 - September 2008
Skills
Investment Banking, Valuation, Private Equity, Financial Modeling, Equity Research, Venture Capital, Capital Markets, Equities, Corporate Development, Due Diligence, IPO, Investments, Portfolio Management, Equity Valuation, Hedge Funds, Investor Relations, Emerging Markets
Education
Columbia University College of Physicians and Surgeons 1994 — 2002
MD
Columbia University in the City of New York 1996 — 2000
PhD
Dartmouth College 1990 — 1994
BA
Stuyvesant High School 1986 — 1990
Collegiate School 1978 — 1986
Tonix Pharmaceuticals April 2012 - Present
Madison Williams and Company May 2011 - April 2012
Apothecary Capital LLC October 2008 - October 2009
Cowen and Company November 2004 - September 2008
Skills
Investment Banking, Valuation, Private Equity, Financial Modeling, Equity Research, Venture Capital, Capital Markets, Equities, Corporate Development, Due Diligence, IPO, Investments, Portfolio Management, Equity Valuation, Hedge Funds, Investor Relations, Emerging Markets
Education
Columbia University College of Physicians and Surgeons 1994 — 2002
MD
Columbia University in the City of New York 1996 — 2000
PhD
Dartmouth College 1990 — 1994
BA
Stuyvesant High School 1986 — 1990
Collegiate School 1978 — 1986
Adam Lee's Cowen and Company Experience August 2008 - June 2010
Job Vice President, Consumer & Retail Investment Banking at Nomura Securities
Industry Investment Banking
Experience
Nomura Securities August 2014 - Present
Jefferies LLC June 2013 - June 2014
Bank of America Merrill Lynch February 2012 - March 2013
Bank of America Merrill Lynch June 2010 - January 2012
Cowen and Company August 2008 - June 2010
Emory Healthcare June 2004 - July 2008
TTI Telecom May 2002 - June 2004
Cerner Corporation June 1998 - April 2002
Skills
Valuation, Investment Banking, Private Equity, Financial Modeling, Financial Analysis, Mergers, Business Analysis, Corporate Finance, Due Diligence, Analysis, Healthcare, Strategy Development, Excel, Team Building, Data Analysis, PowerPoint, Problem Solving, Research, Team Leadership, Business Intelligence, Accounting, Negotiation, Strategy, Mergers & Acquisitions, Investments, Finance
Education
Emory University - Goizueta Business School 2005 — 2008
MBA
University of Nebraska-Lincoln 1995 — 1998
BSc
Penang Free School 1988 — 1993
Nomura Securities August 2014 - Present
Jefferies LLC June 2013 - June 2014
Bank of America Merrill Lynch February 2012 - March 2013
Bank of America Merrill Lynch June 2010 - January 2012
Cowen and Company August 2008 - June 2010
Emory Healthcare June 2004 - July 2008
TTI Telecom May 2002 - June 2004
Cerner Corporation June 1998 - April 2002
Skills
Valuation, Investment Banking, Private Equity, Financial Modeling, Financial Analysis, Mergers, Business Analysis, Corporate Finance, Due Diligence, Analysis, Healthcare, Strategy Development, Excel, Team Building, Data Analysis, PowerPoint, Problem Solving, Research, Team Leadership, Business Intelligence, Accounting, Negotiation, Strategy, Mergers & Acquisitions, Investments, Finance
Education
Emory University - Goizueta Business School 2005 — 2008
MBA
University of Nebraska-Lincoln 1995 — 1998
BSc
Penang Free School 1988 — 1993
Arnold Kakuda's Cowen and Company Experience 2007 - 2008
Job Senior Credit Analyst Banking Sector at Bloomberg LP
Industry Investment Management
Experience
Bloomberg LP 2015 - Present
Google 2013 - 2014
UBS Investment Bank 2008 - 2012
Cowen and Company 2007 - 2008
Lehman Brothers 2003 - 2005
JP Morgan 2001 - 2003
Arthur Andersen LLP 1999 - 2001
Skills
Valuation, Equity Research, Financial Modeling, Equities, Capital Markets, Corporate Finance, Fixed Income, Bloomberg, Due Diligence, Credit Derivatives, Trading, Derivatives, DCF, Investment Banking, Investments, LBO, Mergers, Portfolio Management, Private Equity
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Finance, Management
Vassar College 1995 — 1999
BA, Economics
Bloomberg LP 2015 - Present
Google 2013 - 2014
UBS Investment Bank 2008 - 2012
Cowen and Company 2007 - 2008
Lehman Brothers 2003 - 2005
JP Morgan 2001 - 2003
Arthur Andersen LLP 1999 - 2001
Skills
Valuation, Equity Research, Financial Modeling, Equities, Capital Markets, Corporate Finance, Fixed Income, Bloomberg, Due Diligence, Credit Derivatives, Trading, Derivatives, DCF, Investment Banking, Investments, LBO, Mergers, Portfolio Management, Private Equity
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Finance, Management
Vassar College 1995 — 1999
BA, Economics
Jerry Newman's Cowen and Company Experience 1989 - 2009
Job
Industry Venture Capital & Private Equity
Experience
Cowen and Company 1989 - 2009
Bear Stearns February 2002 - November 2007
JP Morgan 1999 - 2001
Hambrecht & Quist 1984 - 1989
Merrill Lynch 1968 - 1983
Skills
Mergers & Acquisitions, Due Diligence, Venture Capital, Acquisitions, Private Equity, Entrepreneurship, Strategic Partnerships, Start-ups, Business Strategy, Corporate Development
Education
Golden Gate University 1976 — 1979
Master of Public Administration (M.P.A.), Public Administration
San Francisco State University 1966 — 1968
Cowen and Company 1989 - 2009
Bear Stearns February 2002 - November 2007
JP Morgan 1999 - 2001
Hambrecht & Quist 1984 - 1989
Merrill Lynch 1968 - 1983
Skills
Mergers & Acquisitions, Due Diligence, Venture Capital, Acquisitions, Private Equity, Entrepreneurship, Strategic Partnerships, Start-ups, Business Strategy, Corporate Development
Education
Golden Gate University 1976 — 1979
Master of Public Administration (M.P.A.), Public Administration
San Francisco State University 1966 — 1968
Tony DeFarlo's Cowen and Company Experience 1998 - 2000
Job Product Manager at CMA Consulting
Industry Insurance
Experience
CMA Consulting January 2015 - Present
CVS Health October 2014 - January 2015
CDPHP September 2013 - July 2014
CDPHP November 2011 - September 2013
CDPHP November 2006 - November 2011
Keane 2005 - 2006
Electronic Trading Group 2000 - 2005
Cowen and Company 1998 - 2000
On-Site Trading, LLC 1995 - 1999
Network Alternatives 1984 - 1995
Skills
Agile Methodologies, Business Analysis, SDLC, Process Improvement, Requirements Analysis, Software Project..., Enterprise Architecture, Business Process..., PMP, Scrum, Business Requirements, PMO, Program Management, IT Strategy, Data Warehousing, Web Services, Project Management, Risk Management, Health Insurance, Vendor Management, Insurance, Business Intelligence, Software Development, Data Modeling, Integration, Analysis, Enterprise Software, Change Management, Management, Visio, Requirements Gathering, Solution Architecture, Software Documentation, Business Process
Education
Georgetown University 1980 — 1985
Bachelor of Science (BS), international relations
The University of Freiburg 1984 — 1984
CMA Consulting January 2015 - Present
CVS Health October 2014 - January 2015
CDPHP September 2013 - July 2014
CDPHP November 2011 - September 2013
CDPHP November 2006 - November 2011
Keane 2005 - 2006
Electronic Trading Group 2000 - 2005
Cowen and Company 1998 - 2000
On-Site Trading, LLC 1995 - 1999
Network Alternatives 1984 - 1995
Skills
Agile Methodologies, Business Analysis, SDLC, Process Improvement, Requirements Analysis, Software Project..., Enterprise Architecture, Business Process..., PMP, Scrum, Business Requirements, PMO, Program Management, IT Strategy, Data Warehousing, Web Services, Project Management, Risk Management, Health Insurance, Vendor Management, Insurance, Business Intelligence, Software Development, Data Modeling, Integration, Analysis, Enterprise Software, Change Management, Management, Visio, Requirements Gathering, Solution Architecture, Software Documentation, Business Process
Education
Georgetown University 1980 — 1985
Bachelor of Science (BS), international relations
The University of Freiburg 1984 — 1984
Craig Gordon's Cowen and Company Experience July 2007 - May 2010
Job Investment Analyst at The Capital Group Companies
Industry Investment Management
Experience
The Capital Group Companies June 2010 - Present
Cowen and Company July 2007 - May 2010
Duke Medical Center July 2005 - June 2007
Jackson Memorial Hospital July 2002 - June 2005
Education
Duke University - The Fuqua School of Business 2006 — 2008
University of Miami Leonard M. Miller School of Medicine 1998 — 2002
M.D., Medicine
Cornell University 1994 — 1998
B.A, Economics
Cornell University
The Capital Group Companies June 2010 - Present
Cowen and Company July 2007 - May 2010
Duke Medical Center July 2005 - June 2007
Jackson Memorial Hospital July 2002 - June 2005
Education
Duke University - The Fuqua School of Business 2006 — 2008
University of Miami Leonard M. Miller School of Medicine 1998 — 2002
M.D., Medicine
Cornell University 1994 — 1998
B.A, Economics
Cornell University
David Solimano's Cowen and Company Experience June 2011 - Present
Job Developer at Cowen and Company
Industry Financial Services
Experience
Cowen and Company June 2011 - Present
LaBranche Structured Products April 2009 - October 2011
Morgan Stanley September 2007 - April 2009
LaBranche Structured Products June 2006 - September 2007
Skills
Equity Derivatives, C#, Options, Java, Trading Systems, SQL, Linux, XML, Perl
Education
Columbia Engineering 2010 — 2012
MS, Computer Science
Columbia University in the City of New York 2003 — 2006
New York University 2002 — 2003
Cowen and Company June 2011 - Present
LaBranche Structured Products April 2009 - October 2011
Morgan Stanley September 2007 - April 2009
LaBranche Structured Products June 2006 - September 2007
Skills
Equity Derivatives, C#, Options, Java, Trading Systems, SQL, Linux, XML, Perl
Education
Columbia Engineering 2010 — 2012
MS, Computer Science
Columbia University in the City of New York 2003 — 2006
New York University 2002 — 2003
James Lee's Cowen and Company Experience June 2004 - July 2006
Job Managing Director at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Securities September 2014 - Present
Lazard Freres & Co. July 2006 - August 2014
Cowen and Company June 2004 - July 2006
OrbiMed Advisors May 2002 - June 2004
Skills
Private Placements, Venture Capital, Private Equity, Capital Markets, IPO, Equities, Emerging Markets, Alternative Investments, Hedge Funds, Finance, Bloomberg, Securities, Valuation, Investment Banking, Corporate Development, Capital, Financial Modeling, Cleantech
Education
Columbia University in the City of New York
BS, Operations Research
Guggenheim Securities September 2014 - Present
Lazard Freres & Co. July 2006 - August 2014
Cowen and Company June 2004 - July 2006
OrbiMed Advisors May 2002 - June 2004
Skills
Private Placements, Venture Capital, Private Equity, Capital Markets, IPO, Equities, Emerging Markets, Alternative Investments, Hedge Funds, Finance, Bloomberg, Securities, Valuation, Investment Banking, Corporate Development, Capital, Financial Modeling, Cleantech
Education
Columbia University in the City of New York
BS, Operations Research
John Lehman's Cowen and Company Experience June 2012 - August 2012
Job Professional Staff Member at Senate Armed Services Committee
Industry Legislative Office
Experience
Senate Armed Services Committee January 2015 - Present
Evercore July 2013 - January 2015
Cowen and Company June 2012 - August 2012
United States Navy February 2003 - April 2011
Skills
Navy, National Security, Military, Security Clearance, Military Operations, Military Experience, DoD, Command, Operational Planning, Intelligence Analysis, Weapons, Defense, Force Protection, Program Management, Financial Modeling
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2013
Master of Business Administration (MBA)
University of Pennsylvania 1997 — 2001
B.A., Diplomatic History
Deerfield Academy 1994 — 1997
Senate Armed Services Committee January 2015 - Present
Evercore July 2013 - January 2015
Cowen and Company June 2012 - August 2012
United States Navy February 2003 - April 2011
Skills
Navy, National Security, Military, Security Clearance, Military Operations, Military Experience, DoD, Command, Operational Planning, Intelligence Analysis, Weapons, Defense, Force Protection, Program Management, Financial Modeling
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2013
Master of Business Administration (MBA)
University of Pennsylvania 1997 — 2001
B.A., Diplomatic History
Deerfield Academy 1994 — 1997
Jeffrey P. Blickman's Cowen and Company Experience July 2008 - February 2009
Job Associate Director at Theranos
Industry Biotechnology
Experience
Theranos Inc. January 2015 - Present
Theranos September 2011 - December 2014
Piper Jaffray May 2009 - August 2011
Cowen and Company July 2008 - February 2009
ChaCha May 2006 - August 2006
Skills
Equity Capital Markets
Education
Duke University
B.A., Political Science (Theory)
Theranos Inc. January 2015 - Present
Theranos September 2011 - December 2014
Piper Jaffray May 2009 - August 2011
Cowen and Company July 2008 - February 2009
ChaCha May 2006 - August 2006
Skills
Equity Capital Markets
Education
Duke University
B.A., Political Science (Theory)
Oliver Chen, CFA's Cowen and Company Experience October 2014 - Present
Job Retailing/Specialty Stores Softlines, Retailing/Broadlines & Department Store, and Luxury Analyst
Industry Investment Management
Experience
Cowen and Company October 2014 - Present
Citigroup Investment Research June 2012 - September 2014
Citigroup Investment Research October 2011 - June 2012
Citigroup Investment Research April 2010 - October 2011
Citigroup Investment Research February 2007 - May 2010
UBS Investment Bank August 2006 - February 2007
PepsiCo International - Mergers and Acquisitions Group 2002 - 2004
JPMorgan May 2000 - May 2002
Skills
Financial Modeling, Valuation, Investments, Equity Research, Industry Analysis, Credit Risk, Competitive Analysis, Portfolio Management, Bloomberg, Securities, Equities, Mergers & Acquisitions, Capital Markets, Financial Analysis, Hedge Funds, Investment Banking, Private Equity
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA
Georgetown University 1996 — 2000
BSBA
Loomis Chaffee School 1992 — 1996
High School
Eaglebrook School 1988 — 1992
Junior High
Cowen and Company October 2014 - Present
Citigroup Investment Research June 2012 - September 2014
Citigroup Investment Research October 2011 - June 2012
Citigroup Investment Research April 2010 - October 2011
Citigroup Investment Research February 2007 - May 2010
UBS Investment Bank August 2006 - February 2007
PepsiCo International - Mergers and Acquisitions Group 2002 - 2004
JPMorgan May 2000 - May 2002
Skills
Financial Modeling, Valuation, Investments, Equity Research, Industry Analysis, Credit Risk, Competitive Analysis, Portfolio Management, Bloomberg, Securities, Equities, Mergers & Acquisitions, Capital Markets, Financial Analysis, Hedge Funds, Investment Banking, Private Equity
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA
Georgetown University 1996 — 2000
BSBA
Loomis Chaffee School 1992 — 1996
High School
Eaglebrook School 1988 — 1992
Junior High
David Warnke's Cowen and Company Experience September 2000 - Present
Job Director at Cowen& Co.
Industry Financial Services
Experience
Cowen and Company September 2000 - Present
Morgan Stanley August 1999 - August 2000
Prudential Financial September 1996 - August 1999
Skills
Equities, Hedge Funds, Bloomberg, Equity Trading, Series 7, Trading, Electronic Trading, Capital Markets, Trading Systems, Options, Equity Research, Series 63, Derivatives, Valuation, Securities, Alternative Investments, Investments, Financial Markets, Portfolio Management, Asset Managment, ETFs, Investment Banking, Equity Derivatives, Asset Management, FINRA
Education
Dickinson College 1992 — 1996
Bachelor of Arts (BA), Political Science and Government
Dickinson College 1992 — 1996
park Ridge High School
Cowen and Company September 2000 - Present
Morgan Stanley August 1999 - August 2000
Prudential Financial September 1996 - August 1999
Skills
Equities, Hedge Funds, Bloomberg, Equity Trading, Series 7, Trading, Electronic Trading, Capital Markets, Trading Systems, Options, Equity Research, Series 63, Derivatives, Valuation, Securities, Alternative Investments, Investments, Financial Markets, Portfolio Management, Asset Managment, ETFs, Investment Banking, Equity Derivatives, Asset Management, FINRA
Education
Dickinson College 1992 — 1996
Bachelor of Arts (BA), Political Science and Government
Dickinson College 1992 — 1996
park Ridge High School
timur yildiz's Cowen and Company Experience 1995 - 1995
Job Financial Services Professional
Industry Financial Services
Experience
dog walking for neighbor March 2009 - Present
AT&T/Comcast June 2001 - September 2001
Investor's Bank & Trust August 1999 - October 2000
digital city/AOL March 1998 - August 1999
Mayhew Program June 1998 - August 1998
TAIB Yaterim Bank September 1997 - October 1997
Cowen and Company 1995 - 1995
Education
Northeastern University 2008 — 2012
certificate, Accounting, 3.34
University of Massachusetts Boston 1998 — 1999
Bachelor of Applied Science (B.A.Sc.), computer science, 1.9
Columbia University in the City of New York 1993 — 1997
Bachelor's degree, Economics, 2.7
pomfret school 1991 — 1993
h.s diploma, general, junior and senior
Buckingham browne and nichols 1989 — 1991
Shady Hill School 1984 — 1989
elementary school certificate
dog walking for neighbor March 2009 - Present
AT&T/Comcast June 2001 - September 2001
Investor's Bank & Trust August 1999 - October 2000
digital city/AOL March 1998 - August 1999
Mayhew Program June 1998 - August 1998
TAIB Yaterim Bank September 1997 - October 1997
Cowen and Company 1995 - 1995
Education
Northeastern University 2008 — 2012
certificate, Accounting, 3.34
University of Massachusetts Boston 1998 — 1999
Bachelor of Applied Science (B.A.Sc.), computer science, 1.9
Columbia University in the City of New York 1993 — 1997
Bachelor's degree, Economics, 2.7
pomfret school 1991 — 1993
h.s diploma, general, junior and senior
Buckingham browne and nichols 1989 — 1991
Shady Hill School 1984 — 1989
elementary school certificate
Brian Schnabel's Cowen and Company Experience March 2001 - March 2005
Job Associate Investment Management
Industry Investment Management
Experience
Capital Group September 2010 - Present
Korn/Ferry International October 2007 - November 2008
Jefferies & Company March 2005 - June 2006
Cowen and Company March 2001 - March 2005
Goldman Sachs January 1995 - July 1998
Education
Duke University 1983 — 1987
Bachelor of Science, Computer Science
Capital Group September 2010 - Present
Korn/Ferry International October 2007 - November 2008
Jefferies & Company March 2005 - June 2006
Cowen and Company March 2001 - March 2005
Goldman Sachs January 1995 - July 1998
Education
Duke University 1983 — 1987
Bachelor of Science, Computer Science
Earnest Earl Smith, Jr.'s Cowen and Company Experience April 2011 - February 2013
Job Compliance Professional
Industry Financial Services
Experience
JPMorgan Chase November 2013 - Present
Navigant Consulting Limited June 2013 - November 2013
Cowen and Company April 2011 - February 2013
Goldman Sachs September 2005 - April 2011
The New York Stock Exchange May 2000 - September 2005
Prudential Insurance August 1994 - April 2000
Enterprise Rent-A-Car March 1994 - August 1994
Skills
Securities, Derivatives, Equities, Hedge Funds, Securities Regulation, Compliance, Control Room, Notary Public, Investigation, Regulatory Affairs, FINRA, Examinations, Email Surveillance, Trading Surveillance, Trading, Finance, Investments, IPO, Strategy, Equity Research, AML, Investment Banking, Capital Markets, Anti Money Laundering
Education
Fairleigh Dickinson University 1996 — 1997
Paralegal Certification, Paralegal Studies/Legal Studies
Providence College 1988 — 1992
Bachelor of Arts, Political Science
Elizabeth High School 1984 — 1988
JPMorgan Chase November 2013 - Present
Navigant Consulting Limited June 2013 - November 2013
Cowen and Company April 2011 - February 2013
Goldman Sachs September 2005 - April 2011
The New York Stock Exchange May 2000 - September 2005
Prudential Insurance August 1994 - April 2000
Enterprise Rent-A-Car March 1994 - August 1994
Skills
Securities, Derivatives, Equities, Hedge Funds, Securities Regulation, Compliance, Control Room, Notary Public, Investigation, Regulatory Affairs, FINRA, Examinations, Email Surveillance, Trading Surveillance, Trading, Finance, Investments, IPO, Strategy, Equity Research, AML, Investment Banking, Capital Markets, Anti Money Laundering
Education
Fairleigh Dickinson University 1996 — 1997
Paralegal Certification, Paralegal Studies/Legal Studies
Providence College 1988 — 1992
Bachelor of Arts, Political Science
Elizabeth High School 1984 — 1988
Sarah (O'Rielly) Prisco's Cowen and Company Experience 2004 - 2005
Job Research Analyst
Industry Oil & Energy
Experience
Dahlman Rose & Co. January 2012 - May 2012
RBC Capital Markets September 2008 - February 2012
JPMorgan March 2005 - June 2008
Cowen and Company 2004 - 2005
Thomson Financial 2003 - 2004
Skills
Equity Research, High Yield, Energy, Research, Credit, Valuation, Capital Markets, Corporate Finance, Equities, Series 7, Financial Modeling, Equity Valuation, Private Equity, Equity Capital Markets, Risk Management, Bloomberg, Financial Analysis, Financial Markets, Fixed Income
Education
College of the Holy Cross 1999 — 2003
Bachelor's degree, Economics
Dahlman Rose & Co. January 2012 - May 2012
RBC Capital Markets September 2008 - February 2012
JPMorgan March 2005 - June 2008
Cowen and Company 2004 - 2005
Thomson Financial 2003 - 2004
Skills
Equity Research, High Yield, Energy, Research, Credit, Valuation, Capital Markets, Corporate Finance, Equities, Series 7, Financial Modeling, Equity Valuation, Private Equity, Equity Capital Markets, Risk Management, Bloomberg, Financial Analysis, Financial Markets, Fixed Income
Education
College of the Holy Cross 1999 — 2003
Bachelor's degree, Economics
Paul Maccrone's Cowen and Company Experience 1993 - 1996
Job Capital Markets Professional
Industry Capital Markets
Experience
Cowen and Company 1993 - 1996
Education
Columbia University - Columbia Business School 1992 — 1993
Cowen and Company 1993 - 1996
Education
Columbia University - Columbia Business School 1992 — 1993
Joseph R. Bronson's Cowen and Company Experience March 2014 - Present
Job Strategic Advisor at Cowen and Company
Industry Electrical/Electronic Manufacturing
Experience
Cowen and Company March 2014 - Present
TheBronsonGroup, LLC March 2010 - Present
Maxim Integrated Products October 2007 - Present
SDC Materials, Inc. June 2006 - Present
Jacobs Engineering May 2003 - Present
SVTC Technology, LLC January 2009 - February 2010
Sanmina-SCI September 2007 - January 2009
FormFactor, Inc. (Livermore, CA) 2004 - 2007
Applied Materials, 1998 - 2004
Skills
Semiconductors, Manufacturing, Start-ups, Cross-functional Team..., Mergers, Acquisition Integration, Program Management, Forecasting, Process Improvement, Due Diligence, Product Development, Strategic Planning, Business Strategy, Six Sigma, Executive Management, Product Management, Process Engineering, Operations Management, Solar Energy, Business Planning, Strategy, Management Consulting, Analysis, Mergers & Acquisitions, Finance, Business Development, Product Marketing, Strategic Partnerships, Lean Manufacturing, Business Process..., Testing, Contract Negotiation, Competitive Analysis, Supply Chain Management, Entrepreneurship, Supply Chain, Budgets, Leadership, Management, Financial Analysis, Financial Modeling, International Business, Venture Capital, P&L Management, Change Management, Restructuring, Corporate Development, Risk Management, Sarbanes-Oxley Act, Managerial Finance
Education
The University of Connecticut School of Business 1973 — 1975
Master of Business Administration (MBA), Fiancial Management
Fairfield University 1966 — 1970
BS, Accounting
Cowen and Company March 2014 - Present
TheBronsonGroup, LLC March 2010 - Present
Maxim Integrated Products October 2007 - Present
SDC Materials, Inc. June 2006 - Present
Jacobs Engineering May 2003 - Present
SVTC Technology, LLC January 2009 - February 2010
Sanmina-SCI September 2007 - January 2009
FormFactor, Inc. (Livermore, CA) 2004 - 2007
Applied Materials, 1998 - 2004
Skills
Semiconductors, Manufacturing, Start-ups, Cross-functional Team..., Mergers, Acquisition Integration, Program Management, Forecasting, Process Improvement, Due Diligence, Product Development, Strategic Planning, Business Strategy, Six Sigma, Executive Management, Product Management, Process Engineering, Operations Management, Solar Energy, Business Planning, Strategy, Management Consulting, Analysis, Mergers & Acquisitions, Finance, Business Development, Product Marketing, Strategic Partnerships, Lean Manufacturing, Business Process..., Testing, Contract Negotiation, Competitive Analysis, Supply Chain Management, Entrepreneurship, Supply Chain, Budgets, Leadership, Management, Financial Analysis, Financial Modeling, International Business, Venture Capital, P&L Management, Change Management, Restructuring, Corporate Development, Risk Management, Sarbanes-Oxley Act, Managerial Finance
Education
The University of Connecticut School of Business 1973 — 1975
Master of Business Administration (MBA), Fiancial Management
Fairfield University 1966 — 1970
BS, Accounting
Katy Lewis, CFA's Cowen and Company Experience July 2004 - June 2007
Job Institutional Business Group at PIMCO
Industry Financial Services
Experience
PIMCO July 2012 - Present
Russell Investments May 2011 - July 2012
Callan Associates June 2009 - October 2010
Cowen and Company July 2004 - June 2007
Skills
Chartered Financial..., Equities, Financial Modeling, Alternative Investments, Fixed Income, Bloomberg, Asset Managment, Valuation, Asset Allocation, Hedge Funds, Investment Management, Private Equity, Investments, Derivatives, Mutual Funds
Education
Emory University
Bachelor of Arts, Economics; Finance
PIMCO July 2012 - Present
Russell Investments May 2011 - July 2012
Callan Associates June 2009 - October 2010
Cowen and Company July 2004 - June 2007
Skills
Chartered Financial..., Equities, Financial Modeling, Alternative Investments, Fixed Income, Bloomberg, Asset Managment, Valuation, Asset Allocation, Hedge Funds, Investment Management, Private Equity, Investments, Derivatives, Mutual Funds
Education
Emory University
Bachelor of Arts, Economics; Finance
Ira Weinman's Cowen and Company Experience April 2006 - Present
Job Managing Director at Cowen and Company
Industry Financial Services
Experience
Cowen and Company April 2006 - Present
Prudential Financial April 1999 - April 2006
Bankers Trust Co. (acquired by Deutsche Bank) August 1984 - April 1999
The Boston Company September 1979 - July 1982
Skills
Hedge Funds, Investment Banking, Equity Research, Capital Markets, Fixed Income, Alternative Investments, Securities, Equity Valuation, Derivatives, Investments, IPO, Equities, Series 7, Financial Analysis
Education
Cornell University - S.C. Johnson Graduate School of Management 1982 — 1984
MBA, Finance
Washington University in St. Louis 1975 — 1979
BSBA, Finance
Cowen and Company April 2006 - Present
Prudential Financial April 1999 - April 2006
Bankers Trust Co. (acquired by Deutsche Bank) August 1984 - April 1999
The Boston Company September 1979 - July 1982
Skills
Hedge Funds, Investment Banking, Equity Research, Capital Markets, Fixed Income, Alternative Investments, Securities, Equity Valuation, Derivatives, Investments, IPO, Equities, Series 7, Financial Analysis
Education
Cornell University - S.C. Johnson Graduate School of Management 1982 — 1984
MBA, Finance
Washington University in St. Louis 1975 — 1979
BSBA, Finance
Julie Neumann's Cowen and Company Experience June 1990 - Present
Job Corporate Access
Industry Financial Services
Experience
Cowen and Company June 1990 - Present
Oppenheimer Capital 1988 - 1990
Skills
New Business Development, Digital Media, Business Development, Business Strategy, Strategy
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Marketing
University of Maryland College Park 1984 — 1988
BS in Marketing, Marketing Finance
Cowen and Company June 1990 - Present
Oppenheimer Capital 1988 - 1990
Skills
New Business Development, Digital Media, Business Development, Business Strategy, Strategy
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Marketing
University of Maryland College Park 1984 — 1988
BS in Marketing, Marketing Finance
Eric Magnuson, CFA, CPA's Cowen and Company Experience June 2002 - February 2006
Job Executive Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank April 2011 - Present
UBS Investment Bank July 2010 - April 2011
UBS November 2006 - July 2010
UBS February 2006 - October 2006
Cowen and Company June 2002 - February 2006
PricewaterhouseCoopers September 1998 - August 2000
Arthur Andersen September 1996 - September 1998
Skills
Equities, Fixed Income, Hedge Funds, Capital Markets, Financial Modeling, Equity Research, Investment Banking, Valuation, Financial Analysis
Education
Thunderbird School of Global Management 2010 — 2012
Master of Global Management, International Business
University of Rochester - Simon Business School 2000 — 2002
MBA, Finance and Corporate Strategy
Hofstra University 1992 — 1996
BBA, Accounting
UBS Investment Bank April 2011 - Present
UBS Investment Bank July 2010 - April 2011
UBS November 2006 - July 2010
UBS February 2006 - October 2006
Cowen and Company June 2002 - February 2006
PricewaterhouseCoopers September 1998 - August 2000
Arthur Andersen September 1996 - September 1998
Skills
Equities, Fixed Income, Hedge Funds, Capital Markets, Financial Modeling, Equity Research, Investment Banking, Valuation, Financial Analysis
Education
Thunderbird School of Global Management 2010 — 2012
Master of Global Management, International Business
University of Rochester - Simon Business School 2000 — 2002
MBA, Finance and Corporate Strategy
Hofstra University 1992 — 1996
BBA, Accounting
Beth Smith-Moncrief's Cowen and Company Experience June 1997 - December 1998
Job Business Professional
Industry Financial Services
Experience
Hamilton Park Neighborhood Association August 2009 - December 2014
Friends of Hamilton Park Montessori School November 2010 - June 2013
JCMM 2006 - December 2009
CheckFree Investment Services January 2001 - June 2005
Bigfoot Interactive January 2000 - January 2001
Bigfoot Interactive September 1999 - January 2000
Charles Schwab December 1998 - September 1999
Cowen and Company June 1997 - December 1998
HCV Pacific Partners LLC January 1993 - June 1997
Skills
Cross-functional Team..., Market Research, Marketing, Leadership, Management, Strategic Planning, Project Planning, Marketing Strategy, Marketing Communications, Analysis, Product Marketing, Event Management, Product Development, Business Strategy, Product Management, Management Consulting, Program Management, Strategy, Business Analysis, Segmentation, Social Media, Project Management, Special Events, Competitive Intelligence, New Business Development, Research, Account Management, Public Relations, non-profit, Competitive Analysis, Social Media..., Facebook Marketing
Education
New York Botainical Garden 2012 — 2015
Gardening
NEW YORK UNIVERSITY'S SCHOOL OF CONTINUING & PROFESSIONAL STUDIES 2002 — 2004
University of Vermont 1990 — 1993
Bachelor of Arts, History
Hartwick College 1988 — 1993
ba, history
MUHS
Hamilton Park Neighborhood Association August 2009 - December 2014
Friends of Hamilton Park Montessori School November 2010 - June 2013
JCMM 2006 - December 2009
CheckFree Investment Services January 2001 - June 2005
Bigfoot Interactive January 2000 - January 2001
Bigfoot Interactive September 1999 - January 2000
Charles Schwab December 1998 - September 1999
Cowen and Company June 1997 - December 1998
HCV Pacific Partners LLC January 1993 - June 1997
Skills
Cross-functional Team..., Market Research, Marketing, Leadership, Management, Strategic Planning, Project Planning, Marketing Strategy, Marketing Communications, Analysis, Product Marketing, Event Management, Product Development, Business Strategy, Product Management, Management Consulting, Program Management, Strategy, Business Analysis, Segmentation, Social Media, Project Management, Special Events, Competitive Intelligence, New Business Development, Research, Account Management, Public Relations, non-profit, Competitive Analysis, Social Media..., Facebook Marketing
Education
New York Botainical Garden 2012 — 2015
Gardening
NEW YORK UNIVERSITY'S SCHOOL OF CONTINUING & PROFESSIONAL STUDIES 2002 — 2004
University of Vermont 1990 — 1993
Bachelor of Arts, History
Hartwick College 1988 — 1993
ba, history
MUHS
William Duff's Cowen and Company Experience 2009 - 2013
Job Equity Trader at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc. October 2013 - Present
Cowen and Company 2009 - 2013
Bank of America 2001 - 2009
RBC Capital Markets 2000 - 2001
ICAP 1998 - 1999
CME Group 1995 - 1998
Noonan, Astley & Pearce 1994 - 1995
Skills
Series 7, Series 63, Equity Trading, Bloomberg, Trading Systems, Trading, Equities, Fidessa, Hedging, Electronic Trading, Fixed Income, FX Options, Hedge Funds, Mutual Funds, Commodity, Microsoft Excel, Financial Markets, Options, Trading Strategies, Series 24, Investments, FINRA, Finance, Financial Services, Equity Research, Capital Markets, Securities, Excel, FX, Commodities, ETFs, Equity Derivatives
Education
Fordham University 2003 — 2007
MBA, Finance
New York University 2000 — 2003
Certificate, Portfolio Management
Seton Hall University 1990 — 1994
BS, Management
Seton Hall Prep 1986 — 1990
Canaccord Genuity Inc. October 2013 - Present
Cowen and Company 2009 - 2013
Bank of America 2001 - 2009
RBC Capital Markets 2000 - 2001
ICAP 1998 - 1999
CME Group 1995 - 1998
Noonan, Astley & Pearce 1994 - 1995
Skills
Series 7, Series 63, Equity Trading, Bloomberg, Trading Systems, Trading, Equities, Fidessa, Hedging, Electronic Trading, Fixed Income, FX Options, Hedge Funds, Mutual Funds, Commodity, Microsoft Excel, Financial Markets, Options, Trading Strategies, Series 24, Investments, FINRA, Finance, Financial Services, Equity Research, Capital Markets, Securities, Excel, FX, Commodities, ETFs, Equity Derivatives
Education
Fordham University 2003 — 2007
MBA, Finance
New York University 2000 — 2003
Certificate, Portfolio Management
Seton Hall University 1990 — 1994
BS, Management
Seton Hall Prep 1986 — 1990
Christine Smalley's Cowen and Company Experience 1992 - 1995
Job Management and Marketing Strategist
Industry Consumer Goods
Experience
Christine Smalley Consulting April 2012 - Present
International Dual Career Network November 2011 - December 2012
Target 2008 - 2011
Target 2005 - 2008
Target 2003 - 2005
Accenture 1997 - 2000
Cowen and Company 1992 - 1995
Skills
Marketing Strategy, Team Leadership, Building New Businesses, Consumer Insights, Market Research, Strategy, Customer Insight, Management, Strategic Thinking, Management Consulting, Analytics, Marketing, New Business Development, Leadership, Recruiting, Retail
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance, Strategy
Connecticut College 1988 — 1992
B.A., History
Newton Country Day School 1984 — 1988
High School
Christine Smalley Consulting April 2012 - Present
International Dual Career Network November 2011 - December 2012
Target 2008 - 2011
Target 2005 - 2008
Target 2003 - 2005
Accenture 1997 - 2000
Cowen and Company 1992 - 1995
Skills
Marketing Strategy, Team Leadership, Building New Businesses, Consumer Insights, Market Research, Strategy, Customer Insight, Management, Strategic Thinking, Management Consulting, Analytics, Marketing, New Business Development, Leadership, Recruiting, Retail
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance, Strategy
Connecticut College 1988 — 1992
B.A., History
Newton Country Day School 1984 — 1988
High School
Stephen Stone, CFA's Cowen and Company Experience December 2014 - Present
Job Equity Research Associate at Cowen and Company
Industry Financial Services
Experience
Cowen and Company December 2014 - Present
CFRA Research July 2013 - October 2014
Sidoti & Company, LLC December 2011 - July 2013
Credit Agricole CIB July 2009 - December 2011
Elon University April 2006 - May 2009
Elon University August 2005 - May 2009
Ernst & Young June 2008 - August 2008
LabCorp June 2008 - August 2008
Skills
Bloomberg, Risk Management, Valuation, Bloomberg Terminal, Analysis, Accounting, Investments, Auditing, Internal Controls, Financial Modeling, Financial Analysis, Equity Research, Microsoft Excel
Education
Elon University 2005 — 2009
Bachelors of Science, Double Major in Accounting and Business Administration with a Concentration in Finance
Cowen and Company December 2014 - Present
CFRA Research July 2013 - October 2014
Sidoti & Company, LLC December 2011 - July 2013
Credit Agricole CIB July 2009 - December 2011
Elon University April 2006 - May 2009
Elon University August 2005 - May 2009
Ernst & Young June 2008 - August 2008
LabCorp June 2008 - August 2008
Skills
Bloomberg, Risk Management, Valuation, Bloomberg Terminal, Analysis, Accounting, Investments, Auditing, Internal Controls, Financial Modeling, Financial Analysis, Equity Research, Microsoft Excel
Education
Elon University 2005 — 2009
Bachelors of Science, Double Major in Accounting and Business Administration with a Concentration in Finance
Vincent Palmese's Cowen and Company Experience 1990 - 2000
Job Senior Manager at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial January 2004 - Present
BNY 2000 - 2003
Cowen and Company 1990 - 2000
Skills
Securities, Financial Services, Mutual Funds, Equities, Corporate Actions, Back Office, Fixed Income, Relationship Management, Wealth Management, Portfolio Management, Banking
Education
Concordia College 1979 — 1984
BS, Behavioral Science
Concordia College 1979 — 1984
AAS, Business Administration
E*TRADE Financial January 2004 - Present
BNY 2000 - 2003
Cowen and Company 1990 - 2000
Skills
Securities, Financial Services, Mutual Funds, Equities, Corporate Actions, Back Office, Fixed Income, Relationship Management, Wealth Management, Portfolio Management, Banking
Education
Concordia College 1979 — 1984
BS, Behavioral Science
Concordia College 1979 — 1984
AAS, Business Administration
Melissa Santoiemma-Pouey's Cowen and Company Experience 2003 - 2005
Job Director, Equity Trading at ITG
Industry Financial Services
Experience
Stephens July 2008 - November 2013
Bank of America 2005 - 2008
Cowen and Company 2003 - 2005
CIBC 1998 - 2003
Education
Fordham University - Graduate School of Business Administration 2001 — 2005
MBA, Finance
Stephens July 2008 - November 2013
Bank of America 2005 - 2008
Cowen and Company 2003 - 2005
CIBC 1998 - 2003
Education
Fordham University - Graduate School of Business Administration 2001 — 2005
MBA, Finance
Edward Reynolds's Cowen and Company Experience June 2014 - August 2014
Job MBA CandidateColumbia Business School
Industry Financial Services
Experience
BlackRock May 2015 - Present
Cowen and Company June 2014 - August 2014
Citadel Investment Group April 2011 - April 2014
Citadel Investment Group June 2009 - April 2011
United States Army June 2006 - June 2009
Koonce Securities June 2003 - August 2003
Skills
Hedge Funds, Options, Equities, Derivatives, Investments, Trading, Bloomberg, Financial Analysis, Leadership, Electronic Trading, Series 7, Portfolio Management, Equity Derivatives
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA), Financial Services
Princeton University 2002 — 2006
Bachelor of Arts, Economics
St. Andrew's School 1998 — 2002
BlackRock May 2015 - Present
Cowen and Company June 2014 - August 2014
Citadel Investment Group April 2011 - April 2014
Citadel Investment Group June 2009 - April 2011
United States Army June 2006 - June 2009
Koonce Securities June 2003 - August 2003
Skills
Hedge Funds, Options, Equities, Derivatives, Investments, Trading, Bloomberg, Financial Analysis, Leadership, Electronic Trading, Series 7, Portfolio Management, Equity Derivatives
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA), Financial Services
Princeton University 2002 — 2006
Bachelor of Arts, Economics
St. Andrew's School 1998 — 2002
Damon Di Salvatore's Cowen and Company Experience February 2012 - Present
Job Managing Director at Cowen Group
Industry Financial Services
Experience
Cowen and Company February 2012 - Present
Jefferies & Company September 2006 - December 2011
RBC Capital Markets February 2001 - December 2004
Needham & Company May 1997 - February 2001
Gerard Klauer Mattison & Co August 1992 - April 1997
Education
Fairfield University 1987 — 1991
BS, Business mangement
Cowen and Company February 2012 - Present
Jefferies & Company September 2006 - December 2011
RBC Capital Markets February 2001 - December 2004
Needham & Company May 1997 - February 2001
Gerard Klauer Mattison & Co August 1992 - April 1997
Education
Fairfield University 1987 — 1991
BS, Business mangement
Joyce Lonergan's Cowen and Company Experience 1991 - 1997
Job CEO & cofounder at Mellitus, LLC
Industry Biotechnology
Experience
Mellitus, LLC October 2011 - Present
Pine Cone Consulting Company, Inc. November 2008 - Present
St. Anthony Shrine & Ministry Center August 2009 - April 2014
SR One October 2005 - October 2008
Caxton Healthcare Ventures August 2004 - May 2005
Chiron Corporation July 1999 - August 2004
Vector Fund Management 1997 - 1999
Cowen and Company 1991 - 1997
Skills
Clinical Development, Corporate Development, Strategy, Venture Capital, Business Development, Mergers & Acquisitions, Mergers, Pharmaceutical Industry, Biotechnology, Biopharmaceuticals, Lifesciences, Investments, Drug Discovery, Technology Transfer, Entrepreneurship, Medical Devices, Finance, Corporate Finance, Oncology, Portfolio Management, Equities, Infectious Diseases, Investor Relations, Drug Development, Commercialization, Healthcare, Start-ups, Licensing, Asset Management, Due Diligence, Life Sciences
Education
Simmons College - Simmons School of Management 1986 — 1988
MBA
Emmanuel College 1980 — 1984
B.S., Biology
Mellitus, LLC October 2011 - Present
Pine Cone Consulting Company, Inc. November 2008 - Present
St. Anthony Shrine & Ministry Center August 2009 - April 2014
SR One October 2005 - October 2008
Caxton Healthcare Ventures August 2004 - May 2005
Chiron Corporation July 1999 - August 2004
Vector Fund Management 1997 - 1999
Cowen and Company 1991 - 1997
Skills
Clinical Development, Corporate Development, Strategy, Venture Capital, Business Development, Mergers & Acquisitions, Mergers, Pharmaceutical Industry, Biotechnology, Biopharmaceuticals, Lifesciences, Investments, Drug Discovery, Technology Transfer, Entrepreneurship, Medical Devices, Finance, Corporate Finance, Oncology, Portfolio Management, Equities, Infectious Diseases, Investor Relations, Drug Development, Commercialization, Healthcare, Start-ups, Licensing, Asset Management, Due Diligence, Life Sciences
Education
Simmons College - Simmons School of Management 1986 — 1988
MBA
Emmanuel College 1980 — 1984
B.S., Biology
Dwayne Nash's Cowen and Company Experience April 2011 - October 2011
Job Director Institutional Sales at Reserve Data LLC
Industry Information Services
Experience
Reserve Data LLC June 2014 - Present
Normavis Properties LLC 2005 - Present
NYLIFE Securities LLC October 2013 - December 2014
Langenberg & Co January 2012 - June 2013
Cowen and Company April 2011 - October 2011
RBC Capital Markets January 2010 - November 2010
Qubit Investment LLC April 2009 - March 2010
Credit Suisse LLC June 1986 - December 2008
Skills
Equities, Investments, Trading, Financial Risk, Mutual Funds, Securities, Insurance, Retirement Planning, Management, Risk Management, 401k Rollovers, Licensed Life Insurance..., Basketball Coaching, Financial Services, Fixed Income, Capital Markets, Investment Banking, Options, Proprietary Trading
Education
Dartmouth College 1981 — 1985
Ecomonics
Stuyvesant H.S. 1978 — 1981
Reserve Data LLC June 2014 - Present
Normavis Properties LLC 2005 - Present
NYLIFE Securities LLC October 2013 - December 2014
Langenberg & Co January 2012 - June 2013
Cowen and Company April 2011 - October 2011
RBC Capital Markets January 2010 - November 2010
Qubit Investment LLC April 2009 - March 2010
Credit Suisse LLC June 1986 - December 2008
Skills
Equities, Investments, Trading, Financial Risk, Mutual Funds, Securities, Insurance, Retirement Planning, Management, Risk Management, 401k Rollovers, Licensed Life Insurance..., Basketball Coaching, Financial Services, Fixed Income, Capital Markets, Investment Banking, Options, Proprietary Trading
Education
Dartmouth College 1981 — 1985
Ecomonics
Stuyvesant H.S. 1978 — 1981
Mark Hokanson's Cowen and Company Experience January 2007 - October 2012
Job Analyst at Point 72
Industry Capital Markets
Experience
Point 72 Asset Management October 2012 - Present
Cowen and Company January 2007 - October 2012
Trans States Airlines May 2005 - May 2006
Shoreline Aviation 1997 - 2001
Education
D'Amore-McKim School of Business at Northeastern University 2006 — 2008
MBA, Investment Finance
Purdue University 2001 — 2005
BS, Flight Technology
Point 72 Asset Management October 2012 - Present
Cowen and Company January 2007 - October 2012
Trans States Airlines May 2005 - May 2006
Shoreline Aviation 1997 - 2001
Education
D'Amore-McKim School of Business at Northeastern University 2006 — 2008
MBA, Investment Finance
Purdue University 2001 — 2005
BS, Flight Technology
Sarah James's Cowen and Company Experience September 2002 - June 2004
Job Equity Research Analyst
Industry Investment Management
Experience
Wedbush Morgan Securities October 2009 - Present
Wedbush Morgan Securities July 2009 - September 2009
Poplar Forest LLC March 2009 - March 2009
Trust Company of the West June 2008 - August 2008
Lehman Brothers May 2005 - June 2007
UBS June 2004 - May 2005
Cowen and Company September 2002 - June 2004
Tucker Anthony Sutro Capital Makes May 2001 - September 2001
Education
UCLA Anderson School of Management 2007 — 2009
MBA, Strategy and Finance
Florida State University 1998 — 2002
BS in Finance
Wedbush Morgan Securities October 2009 - Present
Wedbush Morgan Securities July 2009 - September 2009
Poplar Forest LLC March 2009 - March 2009
Trust Company of the West June 2008 - August 2008
Lehman Brothers May 2005 - June 2007
UBS June 2004 - May 2005
Cowen and Company September 2002 - June 2004
Tucker Anthony Sutro Capital Makes May 2001 - September 2001
Education
UCLA Anderson School of Management 2007 — 2009
MBA, Strategy and Finance
Florida State University 1998 — 2002
BS in Finance
Saurabh Kapadia's Cowen and Company Experience 1995 - 1997
Job Partner and Senior Analyst at Corre Partners Management, LLC
Industry Investment Management
Experience
Corre Partners Management, LLC 2010 - Present
Banc of America Securities 2003 - 2009
Morgan Stanley 1998 - 2002
Cowen and Company 1995 - 1997
Kidder Peabody 1994 - 1995
Skills
Investment Banking, Valuation, Financial Modeling, Equities, Hedge Funds, LBO, Corporate Finance, Mergers, Investments, Equity Research, Corporate Development, Bloomberg, Financial Structuring, Emerging Markets, Mergers & Acquisitions, Fixed Income, M&A experience
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA
Dartmouth College 1990 — 1994
BA, Economics
Choate Rosemary Hall 1986 — 1990
Corre Partners Management, LLC 2010 - Present
Banc of America Securities 2003 - 2009
Morgan Stanley 1998 - 2002
Cowen and Company 1995 - 1997
Kidder Peabody 1994 - 1995
Skills
Investment Banking, Valuation, Financial Modeling, Equities, Hedge Funds, LBO, Corporate Finance, Mergers, Investments, Equity Research, Corporate Development, Bloomberg, Financial Structuring, Emerging Markets, Mergers & Acquisitions, Fixed Income, M&A experience
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA
Dartmouth College 1990 — 1994
BA, Economics
Choate Rosemary Hall 1986 — 1990
Scott Shawaker's Cowen and Company Experience 2010 - Present
Job Director Institutional Equity Sales at Cowen and Company
Industry Financial Services
Experience
Cowen and Company 2010 - Present
Inflection Fund LLC 2007 - 2010
Lehman Brothers 1998 - 2006
J.P. Morgan 1996 - 1998
JPMorgan Chase 1985 - 1994
Skills
Institutional, Portfolio Management, Equity Sales, Equities, Capital Markets, Hedge Funds, Series 7, Equity Research, Financial Modeling, Investment Management, Electronic Trading, Securities, Private Placements, Valuation, Investment Banking, Bloomberg, Asset Management
Education
Indiana University - Kelley School of Business 1988 — 1990
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1981 — 1985
BBA, Finance & Accounting
Cowen and Company 2010 - Present
Inflection Fund LLC 2007 - 2010
Lehman Brothers 1998 - 2006
J.P. Morgan 1996 - 1998
JPMorgan Chase 1985 - 1994
Skills
Institutional, Portfolio Management, Equity Sales, Equities, Capital Markets, Hedge Funds, Series 7, Equity Research, Financial Modeling, Investment Management, Electronic Trading, Securities, Private Placements, Valuation, Investment Banking, Bloomberg, Asset Management
Education
Indiana University - Kelley School of Business 1988 — 1990
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1981 — 1985
BBA, Finance & Accounting
Christian N Arriz's Cowen and Company Experience 2011 - 2013
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2014 - Present
Cowen and Company 2011 - 2013
BNP Paribas 2009 - 2011
JPMorgan Chase 2008 - 2009
Bear Stearns & Co 1999 - 2008
Bankers Trust Company 1993 - 1999
Bernard Johnson Incorporated 1988 - 1992
Skills
Equity Derivatives, Options, Trading, Structured Products, Hedge Funds, Fixed Income, Derivatives, Equities
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance, with Honors
University of Pennsylvania 1984 — 1988
BSE, Civil Engineering
St. Mark's School 1982 — 1984
Morgan Stanley 2014 - Present
Cowen and Company 2011 - 2013
BNP Paribas 2009 - 2011
JPMorgan Chase 2008 - 2009
Bear Stearns & Co 1999 - 2008
Bankers Trust Company 1993 - 1999
Bernard Johnson Incorporated 1988 - 1992
Skills
Equity Derivatives, Options, Trading, Structured Products, Hedge Funds, Fixed Income, Derivatives, Equities
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance, with Honors
University of Pennsylvania 1984 — 1988
BSE, Civil Engineering
St. Mark's School 1982 — 1984
Richard Watson, CFA's Cowen and Company Experience 2000 - 2001
Job Analyst at Wanger
Industry Investment Management
Experience
Columbia Wanger Asset Management 2005 - Present
William Blair and Company 2001 - 2005
Cowen and Company 2000 - 2001
Searle 1995 - 2000
Skills
Equity Research, Valuation, Strategy, Investment Banking, Equities, Bloomberg, Financial Modeling, Hedge Funds, Alternative Investments, Risk Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2000
MBA, Finance
State University of New York College at Plattsburgh 1987 — 1991
BS, Biochemistry
Columbia Wanger Asset Management 2005 - Present
William Blair and Company 2001 - 2005
Cowen and Company 2000 - 2001
Searle 1995 - 2000
Skills
Equity Research, Valuation, Strategy, Investment Banking, Equities, Bloomberg, Financial Modeling, Hedge Funds, Alternative Investments, Risk Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2000
MBA, Finance
State University of New York College at Plattsburgh 1987 — 1991
BS, Biochemistry
Andrew Epstein's Cowen and Company Experience May 2007 - July 2009
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 2012 - Present
Bank of America Merrill Lynch November 2009 - September 2012
Cowen and Company May 2007 - July 2009
Cowen and Company September 2005 - May 2007
Societe Generale US June 2004 - September 2005
Education
Denison University
BA, Economics
Robert W. Baird & Co. September 2012 - Present
Bank of America Merrill Lynch November 2009 - September 2012
Cowen and Company May 2007 - July 2009
Cowen and Company September 2005 - May 2007
Societe Generale US June 2004 - September 2005
Education
Denison University
BA, Economics
Barry Tarasoff's Cowen and Company Experience Director of ResearchRobertson Stephens2000 - 2002
Job Director of Research at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company Director of ResearchRobertson Stephens2000 - 2002
Schroders 1989 - 2000
Skills
Equity Research, Equities, Valuation
Education
University of Pennsylvania - The Wharton School 1967 — 1969
MBA, Finance
Duke University 1963 — 1967
BA, Mathematics
Cowen and Company Director of ResearchRobertson Stephens2000 - 2002
Schroders 1989 - 2000
Skills
Equity Research, Equities, Valuation
Education
University of Pennsylvania - The Wharton School 1967 — 1969
MBA, Finance
Duke University 1963 — 1967
BA, Mathematics
Chris Cox, CFA's Cowen and Company Experience June 2000 - Present
Job Managing Director at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company June 2000 - Present
Skills
Equity Research, Equities, Investment Banking, Financial Modeling, Valuation
Education
Indiana University - Kelley School of Business 1998 — 2000
MBA, Finance
DePauw University 1990 — 1994
Bachelor of Arts (B.A.), Economics
Cowen and Company June 2000 - Present
Skills
Equity Research, Equities, Investment Banking, Financial Modeling, Valuation
Education
Indiana University - Kelley School of Business 1998 — 2000
MBA, Finance
DePauw University 1990 — 1994
Bachelor of Arts (B.A.), Economics
William Kuo, CFA's Cowen and Company Experience December 2009 - Present
Job Vice President, REIT Research at Cowen
Industry Financial Services
Experience
Cowen and Company December 2009 - Present
Value Line October 2007 - December 2009
Skills
Equities, Asset Management, Financial Modeling, Microsoft Office, Finance, Equity Research, Equity Valuation, Financial Analysis, Securities, Investments, Financial Markets, Valuation, Bloomberg, Capital Markets, Microsoft Word, Portfolio Management
Education
Cornell University
Cowen and Company December 2009 - Present
Value Line October 2007 - December 2009
Skills
Equities, Asset Management, Financial Modeling, Microsoft Office, Finance, Equity Research, Equity Valuation, Financial Analysis, Securities, Investments, Financial Markets, Valuation, Bloomberg, Capital Markets, Microsoft Word, Portfolio Management
Education
Cornell University
Gregory McNiff's Cowen and Company Experience March 2015 - Present
Job Research Associate, Data Networking & Comm Equipment
Industry Research
Experience
Cowen and Company March 2015 - Present
XO Communications February 2011 - August 2014
Valhalla Partners Portfolio Company: Fishbowl Marketing September 2010 - February 2011
Valhalla Partners April 2006 - September 2010
Sprint Nextel November 2005 - April 2006
Credit Suisse September 2000 - September 2002
Deutsche Bank June 1998 - September 2000
Skills
Mergers, Private Equity, Corporate Development, Strategic Financial..., Due Diligence, Program Management, M&A experience, Investment Banking, Investments, Investor Relations, Equities, Start-ups, Strategic Partnerships, Competitive Analysis, Business Strategy, Executive Management, Management, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA, Finance & Entrepreneurship
University of St. Andrews 2002 — 2003
M. Litt., Shakespeare Studies
Columbia University in the City of New York 1994 — 1998
BA, Classical Languages
Cowen and Company March 2015 - Present
XO Communications February 2011 - August 2014
Valhalla Partners Portfolio Company: Fishbowl Marketing September 2010 - February 2011
Valhalla Partners April 2006 - September 2010
Sprint Nextel November 2005 - April 2006
Credit Suisse September 2000 - September 2002
Deutsche Bank June 1998 - September 2000
Skills
Mergers, Private Equity, Corporate Development, Strategic Financial..., Due Diligence, Program Management, M&A experience, Investment Banking, Investments, Investor Relations, Equities, Start-ups, Strategic Partnerships, Competitive Analysis, Business Strategy, Executive Management, Management, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA, Finance & Entrepreneurship
University of St. Andrews 2002 — 2003
M. Litt., Shakespeare Studies
Columbia University in the City of New York 1994 — 1998
BA, Classical Languages
Annette Grimaldi's Cowen and Company Experience April 1995 - March 2005
Job Managing Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets December 2009 - Present
Jefferies & Company March 2005 - November 2009
Cowen and Company April 1995 - March 2005
Goldman Sachs August 1989 - April 1995
Goldman Sachs August 1985 - June 1987
Skills
Venture Capital, Public and Private..., Strategic Advisory, Lifesciences, Biotechnology, Investment Banking, Corporate Development, Private Equity, Due Diligence, IPO, Private Placements, Valuation, Mergers, Financial Modeling, Acquisition Integration, Acquisitions, Alternative Investments, Asset Management, Business Development, Business Planning, Business Strategy, Business Valuation, Capital Markets, Capital Raising, Competitive Analysis, Corporate Finance, Corporate Governance, Divestitures, Emerging Markets, Entrepreneurship, Equities, Equity Capital Markets, Equity Research, Equity Valuation, Executive Management, Finance, Financial Analysis, Financial Services, Financial Structuring, Funding, Hedge Funds, Investments, Investor Relations, Joint Ventures, LBO, Leveraged Finance, Life Sciences, M, Market Analysis, Market Research
Education
Georgetown University
MSFS, International Economics and Japanese
University of Pennsylvania - The Wharton School
MBA, Finance
University of Pennsylvania Graduate School
MA, International Studies, Japanese
BMO Capital Markets December 2009 - Present
Jefferies & Company March 2005 - November 2009
Cowen and Company April 1995 - March 2005
Goldman Sachs August 1989 - April 1995
Goldman Sachs August 1985 - June 1987
Skills
Venture Capital, Public and Private..., Strategic Advisory, Lifesciences, Biotechnology, Investment Banking, Corporate Development, Private Equity, Due Diligence, IPO, Private Placements, Valuation, Mergers, Financial Modeling, Acquisition Integration, Acquisitions, Alternative Investments, Asset Management, Business Development, Business Planning, Business Strategy, Business Valuation, Capital Markets, Capital Raising, Competitive Analysis, Corporate Finance, Corporate Governance, Divestitures, Emerging Markets, Entrepreneurship, Equities, Equity Capital Markets, Equity Research, Equity Valuation, Executive Management, Finance, Financial Analysis, Financial Services, Financial Structuring, Funding, Hedge Funds, Investments, Investor Relations, Joint Ventures, LBO, Leveraged Finance, Life Sciences, M, Market Analysis, Market Research
Education
Georgetown University
MSFS, International Economics and Japanese
University of Pennsylvania - The Wharton School
MBA, Finance
University of Pennsylvania Graduate School
MA, International Studies, Japanese
Cam Hillstrom, CFA's Cowen and Company Experience September 2009 - Present
Job Managing Director at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company September 2009 - Present
Citi 1998 - 2009
Education
Columbia University - Columbia Business School 1997 — 1998
MBA
Emory University
BA, History
Cowen and Company September 2009 - Present
Citi 1998 - 2009
Education
Columbia University - Columbia Business School 1997 — 1998
MBA
Emory University
BA, History
Jon Vojta's Cowen and Company Experience March 1996 - April 1998
Job Director at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo January 2009 - Present
Wachovia, A Wells Fargo Company June 2003 - January 2009
Prudential Securities May 1998 - June 2003
Cowen and Company March 1996 - April 1998
Cowen and Company November 1995 - March 1996
Education
Fordham Gabelli School of Business 2006 — 2008
MBA, Finance & Marketing
Miami University 1991 — 1995
Bachelor of Science, Marketing
The Lawrenceville School
Wells Fargo January 2009 - Present
Wachovia, A Wells Fargo Company June 2003 - January 2009
Prudential Securities May 1998 - June 2003
Cowen and Company March 1996 - April 1998
Cowen and Company November 1995 - March 1996
Education
Fordham Gabelli School of Business 2006 — 2008
MBA, Finance & Marketing
Miami University 1991 — 1995
Bachelor of Science, Marketing
The Lawrenceville School
Paul Morales's Cowen and Company Experience August 2010 - September 2013
Job Equity Trader at Owl Creek Asset Management
Industry Financial Services
Experience
Owl Creek Asset Management November 2013 - Present
Cowen and Company August 2010 - September 2013
Miller Tabak Roberts Securities, LLC December 2009 - August 2010
BNP Paribas June 2007 - November 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Fordham University
Bachelor of Science (BS), Finance, General
chaminade high school
Owl Creek Asset Management November 2013 - Present
Cowen and Company August 2010 - September 2013
Miller Tabak Roberts Securities, LLC December 2009 - August 2010
BNP Paribas June 2007 - November 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Fordham University
Bachelor of Science (BS), Finance, General
chaminade high school
Tyler Webb's Cowen and Company Experience January 2008 - June 2009
Job Finance professional with experience in strategy, entrepreneurship, business development and operations.
Industry Building Materials
Experience
Smarter Sealants June 2011 - Present
EverWatch 2013 - 2013
Cowen and Company January 2008 - June 2009
Cowen and Company March 2006 - December 2007
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
Master of Business Administration (MBA), Finance, General
Yale University 2000 — 2004
Bachelor of Arts (BA), Political Science
Deerfield Academy
Smarter Sealants June 2011 - Present
EverWatch 2013 - 2013
Cowen and Company January 2008 - June 2009
Cowen and Company March 2006 - December 2007
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
Master of Business Administration (MBA), Finance, General
Yale University 2000 — 2004
Bachelor of Arts (BA), Political Science
Deerfield Academy
Lin Yu, Ph.D.'s Cowen and Company Experience June 2013 - Present
Job Equity Research Associate at Cowen
Industry Financial Services
Experience
Cowen and Company June 2013 - Present
Citi September 2011 - June 2013
Leerink Swann June 2011 - September 2011
Columbia University May 2010 - June 2011
Columbia University September 2005 - March 2010
Skills
Mathematical Modeling, Biotechnology, Data Analysis, Pharmaceutical Industry, Research, Chemical Engineering, R, Quantitative Analytics, Equity Research, Project Management, Financial Modeling, Valuation
Education
Columbia University in the City of New York 2006 — 2010
Ph. D, Chemical Engineering
Columbia Engineering 2005 — 2006
MS, Chemical Engineering
The Cooper Union for the Advancement of Science and Art 2001 — 2005
B.E., Chemical Engineering
Cowen and Company June 2013 - Present
Citi September 2011 - June 2013
Leerink Swann June 2011 - September 2011
Columbia University May 2010 - June 2011
Columbia University September 2005 - March 2010
Skills
Mathematical Modeling, Biotechnology, Data Analysis, Pharmaceutical Industry, Research, Chemical Engineering, R, Quantitative Analytics, Equity Research, Project Management, Financial Modeling, Valuation
Education
Columbia University in the City of New York 2006 — 2010
Ph. D, Chemical Engineering
Columbia Engineering 2005 — 2006
MS, Chemical Engineering
The Cooper Union for the Advancement of Science and Art 2001 — 2005
B.E., Chemical Engineering
Peter Lombard's Cowen and Company Experience 2002 - 2005
Job Managing Director at Piper Jaffray & Co. Head of TMT M&A
Industry Financial Services
Experience
Piper Jaffray & Co. June 2008 - Present
Jefferies & Company 2005 - 2008
Cowen and Company 2002 - 2005
Robertson Stephens/BancBoston Robertson Stephens 1997 - 2002
Prudential Securities 1995 - 1997
Merrill Lynch 1986 - 1995
Skills
Mergers & Acquisitions, M&A Negotiations, Investment Banking, Cross-border M&A, Corporate Governance, Private Equity, Venture Capital, Boardrooms
Education
Harvard Business School 1981 — 1983
MBA
Harvard University 1974 — 1978
AB, History
Phillips Academy 1970 — 1974
High School diploma
Piper Jaffray & Co. June 2008 - Present
Jefferies & Company 2005 - 2008
Cowen and Company 2002 - 2005
Robertson Stephens/BancBoston Robertson Stephens 1997 - 2002
Prudential Securities 1995 - 1997
Merrill Lynch 1986 - 1995
Skills
Mergers & Acquisitions, M&A Negotiations, Investment Banking, Cross-border M&A, Corporate Governance, Private Equity, Venture Capital, Boardrooms
Education
Harvard Business School 1981 — 1983
MBA
Harvard University 1974 — 1978
AB, History
Phillips Academy 1970 — 1974
High School diploma
Jeffrey Hodde's Cowen and Company Experience June 1989 - January 1991
Job CEO at Watchung Mountain Capital
Industry Venture Capital & Private Equity
Experience
Watchung Mountain Capital January 2000 - Present
Cowen and Company June 1989 - January 1991
Hambrecht & Quist 1987 - 1989
Oppenheimer & Co. 1981 - 1987
Merrill Lynch 1979 - 1981
White Weld 1978 - 1979
Merrill Lynch 1976 - 1978
Kidder Peabody July 1969 - February 1976
Skills
Strategic Planning, Marketing Strategy, International Relations, Public Speaking, Research, Sales Management, Corporate Development, Social Networking, Facebook, Volunteer Management, Entrepreneurship, Finance, Equities, Investments, Management, Sales, Strategy, Start-ups, Trading
Education
Hobart and William Smith Colleges 1965 — 1969
BA, Economics
The Pingry School 1963 — 1965
New York Institute of Finance
Investments, Corporate Finance, Technical Analysis
Summit High School
Watchung Mountain Capital January 2000 - Present
Cowen and Company June 1989 - January 1991
Hambrecht & Quist 1987 - 1989
Oppenheimer & Co. 1981 - 1987
Merrill Lynch 1979 - 1981
White Weld 1978 - 1979
Merrill Lynch 1976 - 1978
Kidder Peabody July 1969 - February 1976
Skills
Strategic Planning, Marketing Strategy, International Relations, Public Speaking, Research, Sales Management, Corporate Development, Social Networking, Facebook, Volunteer Management, Entrepreneurship, Finance, Equities, Investments, Management, Sales, Strategy, Start-ups, Trading
Education
Hobart and William Smith Colleges 1965 — 1969
BA, Economics
The Pingry School 1963 — 1965
New York Institute of Finance
Investments, Corporate Finance, Technical Analysis
Summit High School
Andrew Delia's Cowen and Company Experience January 2013 - August 2013
Job Associate Technology, Media and Telecommunications Investment Banking at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse September 2013 - Present
Cowen and Company January 2013 - August 2013
Credit Suisse February 2012 - January 2013
Davis Polk & Wardwell LLP October 2007 - February 2012
U.S. Telecom Association April 2005 - June 2007
The Office of Congressman Edolphus Towns February 2003 - March 2005
The Office of Congressman Thomas Sawyer June 2000 - January 2005
Education
Georgetown University Law Center 2003 — 2007
JD, Law
Georgetown Public Policy Institute 1998 — 2000
MPP, Public Policy
Duke University 1992 — 1996
AB, Public Policy
Credit Suisse September 2013 - Present
Cowen and Company January 2013 - August 2013
Credit Suisse February 2012 - January 2013
Davis Polk & Wardwell LLP October 2007 - February 2012
U.S. Telecom Association April 2005 - June 2007
The Office of Congressman Edolphus Towns February 2003 - March 2005
The Office of Congressman Thomas Sawyer June 2000 - January 2005
Education
Georgetown University Law Center 2003 — 2007
JD, Law
Georgetown Public Policy Institute 1998 — 2000
MPP, Public Policy
Duke University 1992 — 1996
AB, Public Policy
Jason Smith, CFA's Cowen and Company Experience April 2011 - October 2011
Job Vice President, Consumer Research Analyst at Cantor Fitzgerald
Industry Investment Banking
Experience
Cantor Fitzgerald March 2015 - Present
Canaccord Genuity Inc. November 2011 - January 2015
Cowen and Company April 2011 - October 2011
Value Line March 2004 - April 2011
Value Line 2001 - 2003
Skills
Equities, Valuation, Financial Modeling, Mutual Funds, Financial Analysis, Portfolio Management, Securities, Retail, Bloomberg, Series 7, Competitive Analysis, Equity Research, Corporate Finance, Hedge Funds, Fixed Income, Microsoft Word, Equity Valuation, Investment Banking, Investments, Economics, Capital Markets, Microsoft Office, Series 63
Education
Hofstra University 1995 — 1999
Bachelor, History, Electronic Journalism
Cantor Fitzgerald March 2015 - Present
Canaccord Genuity Inc. November 2011 - January 2015
Cowen and Company April 2011 - October 2011
Value Line March 2004 - April 2011
Value Line 2001 - 2003
Skills
Equities, Valuation, Financial Modeling, Mutual Funds, Financial Analysis, Portfolio Management, Securities, Retail, Bloomberg, Series 7, Competitive Analysis, Equity Research, Corporate Finance, Hedge Funds, Fixed Income, Microsoft Word, Equity Valuation, Investment Banking, Investments, Economics, Capital Markets, Microsoft Office, Series 63
Education
Hofstra University 1995 — 1999
Bachelor, History, Electronic Journalism
Martin Chanzit's Cowen and Company Experience 1993 - 1994
Job Managing Director at U.S. Trust/Bank of America Private Wealth Management
Industry Investment Management
Experience
U.S. Trust/Bank of America Private Wealth Management July 1999 - Present
Axiom Venture Partners 1994 - 1999
Cowen and Company 1993 - 1994
Reinheimer & Company 1988 - 1993
U.S. Trust Company of N.Y. 1980 - 1988
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance
Drew University 1975 — 1979
BA, Economics
U.S. Trust/Bank of America Private Wealth Management July 1999 - Present
Axiom Venture Partners 1994 - 1999
Cowen and Company 1993 - 1994
Reinheimer & Company 1988 - 1993
U.S. Trust Company of N.Y. 1980 - 1988
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance
Drew University 1975 — 1979
BA, Economics
Justin Meadlin's Cowen and Company Experience 2006 - 2007
Job CoFounder and Managing Partner at Hyaline Capital Management, LLC
Industry Investment Management
Experience
Hyaline Capital Management, LLC June 2012 - Present
FBR August 2007 - June 2012
Cowen and Company 2006 - 2007
Bank of America 2003 - 2006
Credit Suisse 2000 - 2003
Skills
Hedge Funds, Equity Research, Alternative Investments, Financial Analysis, Valuation, Asset Management, Equities, Risk Management, Investments, Capital Markets, Private Equity, Bloomberg, Investment Banking, Venture Capital, Fixed Income, Financial Modeling, Portfolio Management
Education
Columbia University in the City of New York
Bachelor of Arts (B.A.), Economics
Hyaline Capital Management, LLC June 2012 - Present
FBR August 2007 - June 2012
Cowen and Company 2006 - 2007
Bank of America 2003 - 2006
Credit Suisse 2000 - 2003
Skills
Hedge Funds, Equity Research, Alternative Investments, Financial Analysis, Valuation, Asset Management, Equities, Risk Management, Investments, Capital Markets, Private Equity, Bloomberg, Investment Banking, Venture Capital, Fixed Income, Financial Modeling, Portfolio Management
Education
Columbia University in the City of New York
Bachelor of Arts (B.A.), Economics
Tom Hennessy's Cowen and Company Experience January 2015 - February 2015
Job Front Line Assistant at Berklee College of Music
Industry Recreational Facilities and Services
Experience
Hollister Staffing October 2013 - Present
Coldwell Banker Real Estate April 2015 - May 2015
Massachusetts Institute of Technology (MIT) March 2015 - April 2015
Cowen and Company January 2015 - February 2015
Berklee College of Music October 2014 - January 2015
Babson College Executive Education Department June 2014 - October 2014
Cengage Learning January 2014 - June 2014
The Phantom Gourmet October 2012 - January 2014
Massachusetts Institute of Technology Center for Materials Research in Archaeology and Ethnology September 2013 - November 2013
City of Newton June 2010 - August 2013
Skills
Program Development, Leadership, Event Management, Social Media, Microsoft Office, Public Speaking
Education
University of Arizona 2007 — 2011
Bachelor of Arts (B.A.), Sociology
Dublin Business School 2009 — 2010
International Relations and Affairs, Globalization, Peace and Conflict
Hollister Staffing October 2013 - Present
Coldwell Banker Real Estate April 2015 - May 2015
Massachusetts Institute of Technology (MIT) March 2015 - April 2015
Cowen and Company January 2015 - February 2015
Berklee College of Music October 2014 - January 2015
Babson College Executive Education Department June 2014 - October 2014
Cengage Learning January 2014 - June 2014
The Phantom Gourmet October 2012 - January 2014
Massachusetts Institute of Technology Center for Materials Research in Archaeology and Ethnology September 2013 - November 2013
City of Newton June 2010 - August 2013
Skills
Program Development, Leadership, Event Management, Social Media, Microsoft Office, Public Speaking
Education
University of Arizona 2007 — 2011
Bachelor of Arts (B.A.), Sociology
Dublin Business School 2009 — 2010
International Relations and Affairs, Globalization, Peace and Conflict
Lauren Sertich's Cowen and Company Experience November 2006 - October 2008
Job Vice PresidentReal Assets at Callan Associates
Industry Investment Management
Experience
Callan Associates October 2010 - Present
Callan Associates October 2008 - October 2010
Cowen and Company November 2006 - October 2008
Covington & Burling March 2005 - November 2006
Education
Dartmouth College 2000 — 2004
BA, Environmental Studies
Callan Associates October 2010 - Present
Callan Associates October 2008 - October 2010
Cowen and Company November 2006 - October 2008
Covington & Burling March 2005 - November 2006
Education
Dartmouth College 2000 — 2004
BA, Environmental Studies
Rich McDermott, CMT's Cowen and Company Experience 2006 - 2008
Job Managing Director Head of Middle Markets at Guggenheim Securities
Industry Investment Banking
Experience
Guggenheim Securities August 2013 - Present
Lazard Capital Markets March 2008 - August 2013
Cowen and Company 2006 - 2008
Schottenfeld Group/Road Runner Partners 2000 - 2006
Cantor Weiss asset management/Bridgewater Partners 1995 - 2000
Lehman Brothers 1993 - 1995
Merrill Lynch 1990 - 1993
Skills
Equities, Series 7, Equity Research, Hedge Funds, Bloomberg, Series 63, Capital Markets, Investments, Fixed Income, Trading, Equity Trading, Valuation, Chartered market...
Education
Hobart College
BA, Political Science
The Loyola School
Guggenheim Securities August 2013 - Present
Lazard Capital Markets March 2008 - August 2013
Cowen and Company 2006 - 2008
Schottenfeld Group/Road Runner Partners 2000 - 2006
Cantor Weiss asset management/Bridgewater Partners 1995 - 2000
Lehman Brothers 1993 - 1995
Merrill Lynch 1990 - 1993
Skills
Equities, Series 7, Equity Research, Hedge Funds, Bloomberg, Series 63, Capital Markets, Investments, Fixed Income, Trading, Equity Trading, Valuation, Chartered market...
Education
Hobart College
BA, Political Science
The Loyola School
Ike Boruchow's Cowen and Company Experience August 2008 - December 2009
Job Managing Director Specialty Retail Analyst at Sterne Agee
Industry Research
Experience
Sterne Agee December 2012 - Present
JP Morgan December 2009 - November 2012
Cowen and Company August 2008 - December 2009
Morgan Keegan June 2007 - August 2008
Skills
Financial Modeling, Equity Research, Hedge Funds, Valuation, Financial Analysis, Capital Markets, Fixed Income, Investments, Asset Management, Investment Banking, Equities, Bloomberg
Education
University of Connecticut 2007 — 2010
MBA, Finance
Florida State University 2000 — 2004
BS, Business Managment
Sterne Agee December 2012 - Present
JP Morgan December 2009 - November 2012
Cowen and Company August 2008 - December 2009
Morgan Keegan June 2007 - August 2008
Skills
Financial Modeling, Equity Research, Hedge Funds, Valuation, Financial Analysis, Capital Markets, Fixed Income, Investments, Asset Management, Investment Banking, Equities, Bloomberg
Education
University of Connecticut 2007 — 2010
MBA, Finance
Florida State University 2000 — 2004
BS, Business Managment
Lauren Elsabee's Cowen and Company Experience 2005 - 2006
Job Director, Finance and Corporate Development at Elizabeth Arden
Industry Retail
Experience
Elizabeth Arden Director, Finance and Corporate DevelopmentElizabeth ArdenSeptember 2014 - Present
Cowen Capital Partners 2006 - 2007
Cowen and Company 2005 - 2006
Cowen Capital Partners 2003 - 2005
SG Barr Devlin 2000 - 2003
Skills
Private Equity, Financial Analysis, Competitive Analysis, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Strategy, Due Diligence
Education
Columbia University - Columbia Business School 2007 — 2009
MBA
University of Virginia 1997 — 2000
BA, Economics
Elizabeth Arden Director, Finance and Corporate DevelopmentElizabeth ArdenSeptember 2014 - Present
Cowen Capital Partners 2006 - 2007
Cowen and Company 2005 - 2006
Cowen Capital Partners 2003 - 2005
SG Barr Devlin 2000 - 2003
Skills
Private Equity, Financial Analysis, Competitive Analysis, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Strategy, Due Diligence
Education
Columbia University - Columbia Business School 2007 — 2009
MBA
University of Virginia 1997 — 2000
BA, Economics
Robert Meier's Cowen and Company Experience November 2004 - March 2008
Job Chief Operating Officer at Remedy Partners Inc.
Industry Investment Banking
Experience
Remedy Partners Inc. March 2015 - Present
Remedy Partners February 2014 - Present
Dahlman Rose & Co. December 2011 - December 2013
Gleacher Partners June 2008 - November 2011
Cowen and Company November 2004 - March 2008
SoundView Technology Group July 1995 - October 2004
Skills
Equities, Capital Markets, Hedge Funds, Investment Banking, Bloomberg, Investments, Alternative Investments, Valuation, Securities, Equity Research, Financial Modeling, Series 7, Fixed Income, Trading, Private Equity, Business Development
Education
University of Pennsylvania Law School 1985 — 1988
Doctor of Law (J.D.), Law
Franklin & Marshall College 1981 — 1985
Bachelor's degree, Economics
Remedy Partners Inc. March 2015 - Present
Remedy Partners February 2014 - Present
Dahlman Rose & Co. December 2011 - December 2013
Gleacher Partners June 2008 - November 2011
Cowen and Company November 2004 - March 2008
SoundView Technology Group July 1995 - October 2004
Skills
Equities, Capital Markets, Hedge Funds, Investment Banking, Bloomberg, Investments, Alternative Investments, Valuation, Securities, Equity Research, Financial Modeling, Series 7, Fixed Income, Trading, Private Equity, Business Development
Education
University of Pennsylvania Law School 1985 — 1988
Doctor of Law (J.D.), Law
Franklin & Marshall College 1981 — 1985
Bachelor's degree, Economics
Thomas Elzner's Cowen and Company Experience January 1996 - December 1998
Job Owner at Skin Spa New York
Industry Health, Wellness and Fitness
Experience
Skin Spa - New York January 2005 - Present
Thomas Weisel Partners January 1999 - June 2001
Cowen and Company January 1996 - December 1998
Merrill Lynch August 1993 - December 1995
Education
Columbia University - Columbia Business School 1991 — 1993
Master of Business Administration (MBA), Finance, General
Southern Methodist University Dedman School of Law 1985 — 1988
Skin Spa - New York January 2005 - Present
Thomas Weisel Partners January 1999 - June 2001
Cowen and Company January 1996 - December 1998
Merrill Lynch August 1993 - December 1995
Education
Columbia University - Columbia Business School 1991 — 1993
Master of Business Administration (MBA), Finance, General
Southern Methodist University Dedman School of Law 1985 — 1988
Mark Dolins's Cowen and Company Experience September 1999 - May 2007
Job Managing Director at Lazard Freres & Co.
Industry Financial Services
Experience
Lazard Freres & Co. September 2007 - Present
Cowen and Company September 1999 - May 2007
Bingham McCutchen August 1997 - June 1999
Education
Duke University School of Law 1993 — 1995
JD, Law
Denison University 1989 — 1992
BA, History
Lazard Freres & Co. September 2007 - Present
Cowen and Company September 1999 - May 2007
Bingham McCutchen August 1997 - June 1999
Education
Duke University School of Law 1993 — 1995
JD, Law
Denison University 1989 — 1992
BA, History
Joshua Schimmer's Cowen and Company Experience February 2004 - April 2007
Job Managing Director at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray November 2013 - Present
Lazard Capital Markets June 2012 - October 2013
Leerink Swann June 2009 - April 2012
Davidson Kempner Capital Management April 2007 - December 2009
Cowen and Company February 2004 - April 2007
Skills
Equities, Management Consulting, Equity Research, Biopharmaceuticals, Biotechnology, Valuation, Hedge Funds, Investment Banking, Strategy, Entrepreneurship, Competitive Analysis, Start-ups, Strategic Planning, Venture Capital, Business Strategy, Mergers & Acquisitions, Private Equity, Due Diligence, Financial Modeling, Alternative Investments, Bloomberg, Equity Valuation, Corporate Development, M&A experience, Corporate Finance, LBO, Equity Capital Markets, Executive Management, Financial Analysis, Finance, Market Analysis, Portfolio Management, Emerging Markets, Market Research, Private Placements, Investments, Trading, Asset Management, Growth Capital, Strategic Consulting, Capital Markets, Equity Trading, Securities, Series 7, Business Development, Investment Management, Fixed Income, Commercialization, IPO, Investor Relations
Education
Harvard Business School 2001 — 2003
MBA
University of Toronto 1992 — 2001
MD, Internal Medicine, Rheumatology
Piper Jaffray November 2013 - Present
Lazard Capital Markets June 2012 - October 2013
Leerink Swann June 2009 - April 2012
Davidson Kempner Capital Management April 2007 - December 2009
Cowen and Company February 2004 - April 2007
Skills
Equities, Management Consulting, Equity Research, Biopharmaceuticals, Biotechnology, Valuation, Hedge Funds, Investment Banking, Strategy, Entrepreneurship, Competitive Analysis, Start-ups, Strategic Planning, Venture Capital, Business Strategy, Mergers & Acquisitions, Private Equity, Due Diligence, Financial Modeling, Alternative Investments, Bloomberg, Equity Valuation, Corporate Development, M&A experience, Corporate Finance, LBO, Equity Capital Markets, Executive Management, Financial Analysis, Finance, Market Analysis, Portfolio Management, Emerging Markets, Market Research, Private Placements, Investments, Trading, Asset Management, Growth Capital, Strategic Consulting, Capital Markets, Equity Trading, Securities, Series 7, Business Development, Investment Management, Fixed Income, Commercialization, IPO, Investor Relations
Education
Harvard Business School 2001 — 2003
MBA
University of Toronto 1992 — 2001
MD, Internal Medicine, Rheumatology
Eli Becker's Cowen and Company Experience July 2015 - Present
Job Analyst at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company July 2015 - Present
Dow Jones January 2014 - June 2015
Horizon Media October 2012 - August 2013
Accuity June 2011 - August 2011
Halstead International May 2010 - July 2010
Citi June 2008 - August 2008
Skills
Strategy, Market Research, Business Development, Financial Modeling, Financial Analysis, Corporate Finance, Valuation Modeling, Quantitative Analysis, Large-scale Data..., Quantitative Analytics, Pattern Recognition, Business Strategy, Microsoft Excel, PowerPoint, Campaign Strategy..., Team Leadership, Leadership, Research
Education
Duke University 2008 — 2012
BA, Psychology
Horace Mann School 1993 — 2008
Cowen and Company July 2015 - Present
Dow Jones January 2014 - June 2015
Horizon Media October 2012 - August 2013
Accuity June 2011 - August 2011
Halstead International May 2010 - July 2010
Citi June 2008 - August 2008
Skills
Strategy, Market Research, Business Development, Financial Modeling, Financial Analysis, Corporate Finance, Valuation Modeling, Quantitative Analysis, Large-scale Data..., Quantitative Analytics, Pattern Recognition, Business Strategy, Microsoft Excel, PowerPoint, Campaign Strategy..., Team Leadership, Leadership, Research
Education
Duke University 2008 — 2012
BA, Psychology
Horace Mann School 1993 — 2008
Greg Malcolm's Cowen and Company Experience CEOSteadfast Friends, LLCJune 2012 - Present
Job CEO at Steadfast Friends, LLC
Industry Consumer Goods
Experience
Cowen and Company CEOSteadfast Friends, LLCJune 2012 - Present
Skills
Investment Banking, Equities, Private Equity, Capital Markets, Valuation, Venture Capital
Education
Harvard Business School 1969 — 1971
MBA
Wesleyan University 1965 — 1969
BA with Honors
Cowen and Company CEOSteadfast Friends, LLCJune 2012 - Present
Skills
Investment Banking, Equities, Private Equity, Capital Markets, Valuation, Venture Capital
Education
Harvard Business School 1969 — 1971
MBA
Wesleyan University 1965 — 1969
BA with Honors
John Pilson's Cowen and Company Experience 2000 - 2000
Job Vice President at Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation 2015 - Present
Atlantic-Pacific Capital 2011 - 2013
Barclays Capital 2007 - 2009
Bear Stearns May 2005 - September 2007
Bank of America 2001 - 2004
Cowen and Company 2000 - 2000
Skills
Financial Modeling, Valuation, Corporate Finance, Capital Markets, Due Diligence, Private Equity, Investment Banking, Financial Analysis, Mergers & Acquisitions, Investments
Education
Cornell University 1999 — 2001
MBA, Finance
Northwestern University 1991 — 1994
BA, Political Science
Regions Financial Corporation 2015 - Present
Atlantic-Pacific Capital 2011 - 2013
Barclays Capital 2007 - 2009
Bear Stearns May 2005 - September 2007
Bank of America 2001 - 2004
Cowen and Company 2000 - 2000
Skills
Financial Modeling, Valuation, Corporate Finance, Capital Markets, Due Diligence, Private Equity, Investment Banking, Financial Analysis, Mergers & Acquisitions, Investments
Education
Cornell University 1999 — 2001
MBA, Finance
Northwestern University 1991 — 1994
BA, Political Science
Keith Kurzner's Cowen and Company Experience 2011 - 2014
Job Managing DirectorKurzner Consulting
Industry Financial Services
Experience
Cowen and Company 2011 - 2014
RBC 2008 - 2011
CIBC 1997 - 2008
Oppenheimer & Co. Inc. 1993 - 1997
Skills
Hedge Funds, Options, Equities, Capital Markets, Investment Banking, Trading, Fixed Income, Alternative Investments, Bloomberg, Series 7, Derivatives, Trading Systems, Securities, Electronic Trading, Team Building, Sales Management, Account Management, Home Remodeling, Customer Satisfaction, Sales Process, House Rehabbing, House Building, Motivational Speaking
Education
Columbia Business School 1978 — 1980
MBA, Finance and Marketing
Vassar College 1975 — 1978
BA, Economics
Cowen and Company 2011 - 2014
RBC 2008 - 2011
CIBC 1997 - 2008
Oppenheimer & Co. Inc. 1993 - 1997
Skills
Hedge Funds, Options, Equities, Capital Markets, Investment Banking, Trading, Fixed Income, Alternative Investments, Bloomberg, Series 7, Derivatives, Trading Systems, Securities, Electronic Trading, Team Building, Sales Management, Account Management, Home Remodeling, Customer Satisfaction, Sales Process, House Rehabbing, House Building, Motivational Speaking
Education
Columbia Business School 1978 — 1980
MBA, Finance and Marketing
Vassar College 1975 — 1978
BA, Economics
Steven Molina's Cowen and Company Experience 2004 - 2012
Job Investment Banking Professional
Industry Investment Banking
Experience
New York City Housing Authority (NYCHA) March 2013 - Present
Cowen and Company 2004 - 2012
SG Securities September 2002 - December 2003
SG Securities December 1998 - January 2002
Skills
Microsoft Office Suite, Typing, Salesforce.com, Microsoft Office, Customer Service, Time Management, CRM, Administrative..., Sales, Microsoft Excel, Equity Trading, Management, Payroll, Microsoft Word, PowerPoint, Marketing, Administrative...
Education
CUNY New York City College of Technology 1997 — 1998
Computer Science
New York City Housing Authority (NYCHA) March 2013 - Present
Cowen and Company 2004 - 2012
SG Securities September 2002 - December 2003
SG Securities December 1998 - January 2002
Skills
Microsoft Office Suite, Typing, Salesforce.com, Microsoft Office, Customer Service, Time Management, CRM, Administrative..., Sales, Microsoft Excel, Equity Trading, Management, Payroll, Microsoft Word, PowerPoint, Marketing, Administrative...
Education
CUNY New York City College of Technology 1997 — 1998
Computer Science
Drew Burggraf's Cowen and Company Experience April 1985 - April 1994
Job VP Prime Brokerage at Conifer Securities
Industry Investment Banking
Experience
Conifer Securities July 2013 - Present
UBS Investment Bank 1999 - 2013
Morgan Stanley May 1994 - September 1999
Cowen and Company April 1985 - April 1994
Skills
Prime Brokerage, Collateral Management, Equities, Equity Swaps, Superior Client Service, Hedge Funds, Settlement, Client Services, Equity Derivatives, Securities Lending, Fixed Income, Options, Capital Markets, Investment Banking
Education
Fairleigh Dickinson University 1979 — 1983
Conifer Securities July 2013 - Present
UBS Investment Bank 1999 - 2013
Morgan Stanley May 1994 - September 1999
Cowen and Company April 1985 - April 1994
Skills
Prime Brokerage, Collateral Management, Equities, Equity Swaps, Superior Client Service, Hedge Funds, Settlement, Client Services, Equity Derivatives, Securities Lending, Fixed Income, Options, Capital Markets, Investment Banking
Education
Fairleigh Dickinson University 1979 — 1983
Matthew Gershuny's Cowen and Company Experience 1999 - 2003
Job Director of Research, Portfolio Manager at Parnassus Investments
Industry Investment Management
Experience
Parnassus Investments March 2014 - Present
Parnassus Investments September 2008 - Present
Parnassus Investments July 2006 - September 2008
Cowen and Company 1999 - 2003
UBS 1996 - 1999
Education
Cornell University
Bachelor of Arts (BA), Philosophy
University of Michigan
Master of Business Administration (MBA)
Parnassus Investments March 2014 - Present
Parnassus Investments September 2008 - Present
Parnassus Investments July 2006 - September 2008
Cowen and Company 1999 - 2003
UBS 1996 - 1999
Education
Cornell University
Bachelor of Arts (BA), Philosophy
University of Michigan
Master of Business Administration (MBA)
Jennifer Sheldon's Cowen and Company Experience 2000 - 2002
Job Attorney
Industry Law Practice
Experience
Burns & Levinson LLP 2005 - 2007
Cowen and Company 2000 - 2002
Education
The University of Connecticut School of Law 2002 — 2005
Doctor of Law (JD)
Cornell University
Bachelor of Science (BS), Nutrition Sciences
Buffalo Academy of the Sacred Heart
High School
Burns & Levinson LLP 2005 - 2007
Cowen and Company 2000 - 2002
Education
The University of Connecticut School of Law 2002 — 2005
Doctor of Law (JD)
Cornell University
Bachelor of Science (BS), Nutrition Sciences
Buffalo Academy of the Sacred Heart
High School
Don Munoz's Cowen and Company Experience 2009 - 2011
Job Group CFO at NOXXON Pharma AG
Industry Financial Services
Experience
NOXXON Pharma AG 2014 - Present
Summer Street Research Partners 2012 - 2014
Cowen and Company 2009 - 2011
Leerink Partners LLC 2005 - 2009
Deutsche Bank 1995 - 2005
Skills
Capital Markets, Investment Banking, Valuation, Private Equity, Fixed Income, Mergers & Acquisitions, Corporate Development, Securities, Start-ups, Venture Capital, Financial Modeling, Equities, Due Diligence, Corporate Finance, Investments, Strategy
Education
Columbia University - Columbia Business School 1993 — 1995
Master of Business Administration (MBA), Finance
Dartmouth College 1987 — 1991
BA
NOXXON Pharma AG 2014 - Present
Summer Street Research Partners 2012 - 2014
Cowen and Company 2009 - 2011
Leerink Partners LLC 2005 - 2009
Deutsche Bank 1995 - 2005
Skills
Capital Markets, Investment Banking, Valuation, Private Equity, Fixed Income, Mergers & Acquisitions, Corporate Development, Securities, Start-ups, Venture Capital, Financial Modeling, Equities, Due Diligence, Corporate Finance, Investments, Strategy
Education
Columbia University - Columbia Business School 1993 — 1995
Master of Business Administration (MBA), Finance
Dartmouth College 1987 — 1991
BA
Pete McGough's Cowen and Company Experience October 1997 - January 2000
Job Head of Corporate Access U.S. at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse May 2011 - August 2015
Auriga USA, LLC November 2010 - April 2011
J.P. Morgan March 2006 - October 2010
Credit Suisse January 2000 - February 2006
Cowen and Company October 1997 - January 2000
Tucker Anthony & RL Day March 1991 - September 1996
Skills
corporate access, Team Leadership, Partnership-building, Strategic Communications, Series 7, Series 63, Series 24, Business Process...
Education
Fordham Gabelli School of Business 1994 — 1997
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Pace University - Lubin School of Business 1986 — 1990
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Credit Suisse May 2011 - August 2015
Auriga USA, LLC November 2010 - April 2011
J.P. Morgan March 2006 - October 2010
Credit Suisse January 2000 - February 2006
Cowen and Company October 1997 - January 2000
Tucker Anthony & RL Day March 1991 - September 1996
Skills
corporate access, Team Leadership, Partnership-building, Strategic Communications, Series 7, Series 63, Series 24, Business Process...
Education
Fordham Gabelli School of Business 1994 — 1997
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Pace University - Lubin School of Business 1986 — 1990
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS