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
Karl Ackerman, CFA Karl Ackerman, CFA's Cowen and Company Experience January 2015 - Present
Job Research Associate at Cowen and Company
Industry Capital Markets
Experience
Cowen and Company January 2015 - Present
RBC Capital Markets July 2012 - January 2015
KeyBanc Capital Markets November 2009 - July 2012
KeyBanc Capital Markets 2008 - 2012
Victory Capital Management June 2007 - August 2007
Skills
Security Analysis, Equity Valuation, Equity Research, Financial Modeling, Industry Analysis, Valuation, Financial Analysis, Equities, Capital Markets
Education
Ohio University 2004 — 2008
BBA, Finance; Business Economics
Cowen and Company January 2015 - Present
RBC Capital Markets July 2012 - January 2015
KeyBanc Capital Markets November 2009 - July 2012
KeyBanc Capital Markets 2008 - 2012
Victory Capital Management June 2007 - August 2007
Skills
Security Analysis, Equity Valuation, Equity Research, Financial Modeling, Industry Analysis, Valuation, Financial Analysis, Equities, Capital Markets
Education
Ohio University 2004 — 2008
BBA, Finance; Business Economics
Brian Goss Brian Goss's Cowen and Company Experience August 2015 - Present
Job Analyst at Cowen and Company
Industry Human Resources
Experience
Cowen and Company August 2015 - Present
Cowen and Company June 2015 - Present
Rutgers Men's Lacrosse August 2011 - May 2015
GE Capital June 2014 - August 2014
BG Lacrosse Training May 2011 - August 2014
Alexian Brothers Medical Center May 2013 - August 2013
True Lacrosse May 2012 - August 2012
Skills
Training, Coaching, Leadership, Lacrosse, Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Social Networking, Microsoft Word, Team Leadership, Team Building, Leadership Development, Time Management, Human Resources, Teamwork
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Saint Viator High School 2007 — 2011
Cowen and Company August 2015 - Present
Cowen and Company June 2015 - Present
Rutgers Men's Lacrosse August 2011 - May 2015
GE Capital June 2014 - August 2014
BG Lacrosse Training May 2011 - August 2014
Alexian Brothers Medical Center May 2013 - August 2013
True Lacrosse May 2012 - August 2012
Skills
Training, Coaching, Leadership, Lacrosse, Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Social Networking, Microsoft Word, Team Leadership, Team Building, Leadership Development, Time Management, Human Resources, Teamwork
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Saint Viator High School 2007 — 2011
Alexandra Holson Alexandra Holson's Cowen and Company Experience June 2011 - August 2011
Job Coordinator at United Talent Agency
Industry Entertainment
Experience
United Talent Agency September 2013 - Present
Baker & Hostetler LLP June 2012 - August 2012
Cowen and Company June 2011 - August 2011
Legal Aid Society January 2010 - August 2010
William Morris Endeavor June 2009 - August 2009
IMG January 2009 - April 2009
William Morris Endeavor June 2008 - August 2008
Education
University of Pennsylvania Law School 2010 — 2013
Doctor of Law (JD)
University of Pennsylvania School of Medicine 2010 — 2012
Masters, Bioethics/Medical Ethics
New York University Gallatin School of Individualized Study 2007 — 2010
Bachelor of Science (BS), Digital Possibilities
Wilton High School
Wilton High School
Wilton High School
United Talent Agency September 2013 - Present
Baker & Hostetler LLP June 2012 - August 2012
Cowen and Company June 2011 - August 2011
Legal Aid Society January 2010 - August 2010
William Morris Endeavor June 2009 - August 2009
IMG January 2009 - April 2009
William Morris Endeavor June 2008 - August 2008
Education
University of Pennsylvania Law School 2010 — 2013
Doctor of Law (JD)
University of Pennsylvania School of Medicine 2010 — 2012
Masters, Bioethics/Medical Ethics
New York University Gallatin School of Individualized Study 2007 — 2010
Bachelor of Science (BS), Digital Possibilities
Wilton High School
Wilton High School
Wilton High School
Steve Doll Steve Doll's Cowen and Company Experience June 2010 - Present
Job Equity Sales Trader at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company June 2010 - Present
FTN Equity Capital Markets February 2005 - February 2010
UBS July 2003 - January 2005
Skills
Equity Trading, Bloomberg, Series 63, Investment Banking, Equities, Equity Research, Electronic Trading, Equity Derivatives, Hedge Funds, Trading, Capital Markets, Securities, Trading Strategies, Sales, Investments, Financial Markets, Trading Systems, ETFs, Mutual Funds, Series 24, Emerging Markets, Options, Structured Products, Proprietary Trading, Asset Management, Prime Brokerage, Equity Valuation, Portfolio Management, Valuation, Traders, Bloomberg Terminal, Series 7, series 55
Education
Muhlenberg College 1999 — 2003
BA, Finance and Economics
Middletown High School South 1995 — 1999
Cowen and Company June 2010 - Present
FTN Equity Capital Markets February 2005 - February 2010
UBS July 2003 - January 2005
Skills
Equity Trading, Bloomberg, Series 63, Investment Banking, Equities, Equity Research, Electronic Trading, Equity Derivatives, Hedge Funds, Trading, Capital Markets, Securities, Trading Strategies, Sales, Investments, Financial Markets, Trading Systems, ETFs, Mutual Funds, Series 24, Emerging Markets, Options, Structured Products, Proprietary Trading, Asset Management, Prime Brokerage, Equity Valuation, Portfolio Management, Valuation, Traders, Bloomberg Terminal, Series 7, series 55
Education
Muhlenberg College 1999 — 2003
BA, Finance and Economics
Middletown High School South 1995 — 1999
Timothy Stroth Timothy Stroth's Cowen and Company Experience May 1997 - June 2005
Job Fine Artist (Painter)
Industry Fine Art
Experience
Brownies Hardware August 2008 - Present
Cowen and Company May 1997 - June 2005
Noah's Bagels January 1995 - February 1997
Skills
Fine Art, Painting, Contemporary Art, Art, Visual Arts, Drawing, Photoshop, Graphic Design, Illustrator, Art Education, Galleries, Adobe Creative Suite, Printmaking, Photography, Sculpture, Mixed Media, Art History, Curating, Museums, Public Art, Digital Photography, Social Media, Art Exhibitions
Education
Oregon State University 1989 — 1994
B.F.A, Illustration
Oregon State University 1989 — 1994
Bachelor of Fine Arts (B.F.A.)
Brownies Hardware August 2008 - Present
Cowen and Company May 1997 - June 2005
Noah's Bagels January 1995 - February 1997
Skills
Fine Art, Painting, Contemporary Art, Art, Visual Arts, Drawing, Photoshop, Graphic Design, Illustrator, Art Education, Galleries, Adobe Creative Suite, Printmaking, Photography, Sculpture, Mixed Media, Art History, Curating, Museums, Public Art, Digital Photography, Social Media, Art Exhibitions
Education
Oregon State University 1989 — 1994
B.F.A, Illustration
Oregon State University 1989 — 1994
Bachelor of Fine Arts (B.F.A.)
John O'Donoghue John O'Donoghue's Cowen and Company Experience 2005 - 2012
Job Director of Equities at OTR Global
Industry Investment Banking
Experience
OTR Global 2013 - Present
New York 2012 - 2013
Cowen and Company 2005 - 2012
Credit Suisse 2000 - 2005
Schroders PLC 1983 - 2000
Skills
Fixed Income, Derivatives, Equities, Investment Banking, Investments, Electronic Trading, Private Equity, Alternative Investments, Financial Markets, Hedge Funds, Capital Markets, Trading, Management
Education
Queen's University Belfast 1977 — 1981
Honours, Economics
OTR Global 2013 - Present
New York 2012 - 2013
Cowen and Company 2005 - 2012
Credit Suisse 2000 - 2005
Schroders PLC 1983 - 2000
Skills
Fixed Income, Derivatives, Equities, Investment Banking, Investments, Electronic Trading, Private Equity, Alternative Investments, Financial Markets, Hedge Funds, Capital Markets, Trading, Management
Education
Queen's University Belfast 1977 — 1981
Honours, Economics
Tyler J. Dube, CMT Tyler J. Dube, CMT's Cowen and Company Experience September 2011 - Present
Job Sales Trader at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company September 2011 - Present
Wellington Management September 2007 - September 2011
Wellington Management September 2005 - September 2007
Skills
Equities
Education
Northeastern University 2000 — 2005
BS, Dual Concentration: Finance and Accounting
Apponequet Regional High School 1996 — 2000
Cowen and Company September 2011 - Present
Wellington Management September 2007 - September 2011
Wellington Management September 2005 - September 2007
Skills
Equities
Education
Northeastern University 2000 — 2005
BS, Dual Concentration: Finance and Accounting
Apponequet Regional High School 1996 — 2000
Dan Kipp Dan Kipp's Cowen and Company Experience September 1998 - August 1999
Job Private Investor & Board Advisor
Industry Venture Capital & Private Equity
Experience
City Capital Ventures April 2015 - Present
Winona Capital Management April 2014 - Present
Winona Capital Management January 2007 - March 2014
Fusion Education Group January 2007 - March 2014
Peter Millar April 2009 - October 2012
Bank of America 1999 - 2003
Cowen and Company September 1998 - August 1999
Salomon Brothers 1986 - 1998
PNC July 1981 - July 1984
Skills
Banking, Management, Venture Capital, Private Equity, Start-ups, Mergers & Acquisitions, Entrepreneurship, Valuation, Due Diligence, Corporate Development, Financial Modeling, Business Strategy
Education
University of Virginia - Darden Graduate School of Business Administration 1984 — 1986
MBA
Miami University 1977 — 1981
B.S., Finance & Business Administration
City Capital Ventures April 2015 - Present
Winona Capital Management April 2014 - Present
Winona Capital Management January 2007 - March 2014
Fusion Education Group January 2007 - March 2014
Peter Millar April 2009 - October 2012
Bank of America 1999 - 2003
Cowen and Company September 1998 - August 1999
Salomon Brothers 1986 - 1998
PNC July 1981 - July 1984
Skills
Banking, Management, Venture Capital, Private Equity, Start-ups, Mergers & Acquisitions, Entrepreneurship, Valuation, Due Diligence, Corporate Development, Financial Modeling, Business Strategy
Education
University of Virginia - Darden Graduate School of Business Administration 1984 — 1986
MBA
Miami University 1977 — 1981
B.S., Finance & Business Administration
Paul Staples Paul Staples's Cowen and Company Experience 1993 - 1998
Job Senior Vice President and Director of Defined Contribution Services at Summit Strategies Group
Industry Financial Services
Experience
Summit Strategies Group December 2003 - Present
Independence Investments 2000 - 2003
Independence Investments 1998 - 2001
Cowen and Company 1993 - 1998
Skills
Investment Management, Alternative Investments, Defined Benefit, Defined Contribution, Governance, Consulting, Finance, Hedge Funds, Investment Strategies, Asset Allocation, Investment Policy..., Retirement Savings, Public Speaking
Education
Waltham High Scool 1988 — 1992
Northeastern University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Summit Strategies Group December 2003 - Present
Independence Investments 2000 - 2003
Independence Investments 1998 - 2001
Cowen and Company 1993 - 1998
Skills
Investment Management, Alternative Investments, Defined Benefit, Defined Contribution, Governance, Consulting, Finance, Hedge Funds, Investment Strategies, Asset Allocation, Investment Policy..., Retirement Savings, Public Speaking
Education
Waltham High Scool 1988 — 1992
Northeastern University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Christopher Norman Christopher Norman's Cowen and Company Experience July 2013 - August 2013
Job Associate, Mergers & Acquisitions at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank August 2013 - Present
Cowen and Company July 2013 - August 2013
Cowen and Company July 2010 - June 2013
Resolution Economics November 2009 - June 2010
Charles R. Blyth Fund April 2009 - April 2010
Skills
Investment Banking, Financial Modeling, Due Diligence, Mergers & Acquisitions, IPO, Valuation, LBO, Corporate Finance, Capital Markets, Equities, High Yield, Private Placements, Financial Analysis, Equity Research
Education
Occidental College 2006 — 2010
B.A., Economics, Politics
Deutsche Bank August 2013 - Present
Cowen and Company July 2013 - August 2013
Cowen and Company July 2010 - June 2013
Resolution Economics November 2009 - June 2010
Charles R. Blyth Fund April 2009 - April 2010
Skills
Investment Banking, Financial Modeling, Due Diligence, Mergers & Acquisitions, IPO, Valuation, LBO, Corporate Finance, Capital Markets, Equities, High Yield, Private Placements, Financial Analysis, Equity Research
Education
Occidental College 2006 — 2010
B.A., Economics, Politics
Eric Ong's Cowen and Company Experience June 2013 - August 2013
Job Investment Banking Analyst at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank July 2014 - Present
Cowen and Company June 2013 - August 2013
Education
Northwestern University 2010 — 2013
B.A., Economics
Danish Institute for Study Abroad 2012 — 2012
Global Economics
Deutsche Bank July 2014 - Present
Cowen and Company June 2013 - August 2013
Education
Northwestern University 2010 — 2013
B.A., Economics
Danish Institute for Study Abroad 2012 — 2012
Global Economics
Javier Avalos Javier Avalos's Cowen and Company Experience July 2013 - April 2014
Job Investment Banking Analyst at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank May 2014 - Present
Cowen and Company July 2013 - April 2014
Bank of America Merrill Lynch July 2011 - June 2013
Occidental College Blyth Fund April 2009 - April 2011
Merrill Lynch June 2010 - August 2010
Sponsors for Educational Opportunity (SEO) May 2010 - August 2010
Centinela Capital Partners LLC June 2009 - November 2009
AMA Properties LLC January 2009 - November 2009
Occidental College February 2008 - May 2009
Skills
Equities, Portfolio Management, Bloomberg, Asset Management, Investments, Factset, Excel, Series 7, Series 66
Education
Occidental College 2007 — 2011
Bachelor of Arts, Economics
Deutsche Bank May 2014 - Present
Cowen and Company July 2013 - April 2014
Bank of America Merrill Lynch July 2011 - June 2013
Occidental College Blyth Fund April 2009 - April 2011
Merrill Lynch June 2010 - August 2010
Sponsors for Educational Opportunity (SEO) May 2010 - August 2010
Centinela Capital Partners LLC June 2009 - November 2009
AMA Properties LLC January 2009 - November 2009
Occidental College February 2008 - May 2009
Skills
Equities, Portfolio Management, Bloomberg, Asset Management, Investments, Factset, Excel, Series 7, Series 66
Education
Occidental College 2007 — 2011
Bachelor of Arts, Economics
Christine Vasquez Christine Vasquez's Cowen and Company Experience May 2013 - Present
Job Support Sectors of Research
Industry Financial Services
Experience
Cowen and Company May 2013 - Present
G-III Apparel Group July 2011 - April 2013
Neopost September 2008 - July 2011
Platinum Guild International May 2007 - July 2008
Versace January 2007 - April 2007
Skills
Advertising, CRM, Customer Satisfaction, Marketing, Microsoft Excel, PowerPoint, Sales, Management, Human Resources, Retail, Market Research, Merchandising
Education
LIM College 2004 — 2008
Bachelors Degree, Marketing
Saint Joseph by the Sea High School 2004 — 2008
High School Diploma
Cowen and Company May 2013 - Present
G-III Apparel Group July 2011 - April 2013
Neopost September 2008 - July 2011
Platinum Guild International May 2007 - July 2008
Versace January 2007 - April 2007
Skills
Advertising, CRM, Customer Satisfaction, Marketing, Microsoft Excel, PowerPoint, Sales, Management, Human Resources, Retail, Market Research, Merchandising
Education
LIM College 2004 — 2008
Bachelors Degree, Marketing
Saint Joseph by the Sea High School 2004 — 2008
High School Diploma
Chi Le Chi Le's Cowen and Company Experience January 2013 - June 2013
Job Investment Banking Analyst at RBC Capital Markets
Industry Investment Banking
Experience
UBS Investment Bank January 2014 - June 2014
Cowen and Company January 2013 - June 2013
Ernst & Young July 2012 - August 2012
Knight Frank January 2011 - April 2011
Skills
Microsoft Office, SPSS, Marketing Communications, Microsoft Excel, Microsoft Word, Bloomberg, Business Strategy, Financial Analysis, Equity Research, Business Development, Financial Modeling, Mergers & Acquisitions, Valuation, PowerPoint, Analysis, Due Diligence
Education
Northeastern University 2011 — 2015
Bachelor of Science in Business Administration, Finance, Economics
London School of Economics and Political Science 2013 — 2013
Raffles Institution 2007 — 2011
A-Level
UBS Investment Bank January 2014 - June 2014
Cowen and Company January 2013 - June 2013
Ernst & Young July 2012 - August 2012
Knight Frank January 2011 - April 2011
Skills
Microsoft Office, SPSS, Marketing Communications, Microsoft Excel, Microsoft Word, Bloomberg, Business Strategy, Financial Analysis, Equity Research, Business Development, Financial Modeling, Mergers & Acquisitions, Valuation, PowerPoint, Analysis, Due Diligence
Education
Northeastern University 2011 — 2015
Bachelor of Science in Business Administration, Finance, Economics
London School of Economics and Political Science 2013 — 2013
Raffles Institution 2007 — 2011
A-Level
Jeffrey Porphy Jeffrey Porphy's Cowen and Company Experience 2010 - 2013
Job Managing Director M&A Group at Bank of America
Industry Investment Banking
Experience
Bank of America June 2014 - Present
JMP Securities 2013 - June 2014
Cowen and Company 2010 - 2013
Barclays Capital 2007 - 2010
Credit Suisse First Boston 1994 - 2007
Education
Muhlenberg College 1985 — 1989
BA, Finance & Marketing
Bank of America June 2014 - Present
JMP Securities 2013 - June 2014
Cowen and Company 2010 - 2013
Barclays Capital 2007 - 2010
Credit Suisse First Boston 1994 - 2007
Education
Muhlenberg College 1985 — 1989
BA, Finance & Marketing
Patrick Leung's Cowen and Company Experience June 2012 - August 2012
Job Director Strategy | Toys and Sporting Goods at Sears Holdings Corporation
Industry Retail
Experience
Sears Holdings Corporation August 2015 - Present
Sears Holdings Corporation August 2014 - Present
CVS Caremark Corporation June 2013 - August 2013
STYLE-LAB EXPERIMENT INC. August 2012 - June 2013
Cowen and Company June 2012 - August 2012
Piper Jaffray March 2012 - May 2012
State Street April 2010 - June 2011
State Street May 2008 - April 2010
UBS Wealth Management June 2007 - August 2007
Traffic Planning & Design, Inc. January 2006 - August 2006
Skills
Valuation, Financial Modeling, Portfolio Management, Derivatives, Equities, Finance, Analysis, Data Analysis, Business Strategy
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA), Entrepreneurship & Strategy, GMAT: 710 (92 percentile)
Rensselaer Polytechnic Institute 2003 — 2007
Bachelor of Science (B.S.), Dual Major in Civil Engineering and Economics, GPA: 3.8/4.0, Magna Cum Laude, Tau Beta Pi
Sears Holdings Corporation August 2015 - Present
Sears Holdings Corporation August 2014 - Present
CVS Caremark Corporation June 2013 - August 2013
STYLE-LAB EXPERIMENT INC. August 2012 - June 2013
Cowen and Company June 2012 - August 2012
Piper Jaffray March 2012 - May 2012
State Street April 2010 - June 2011
State Street May 2008 - April 2010
UBS Wealth Management June 2007 - August 2007
Traffic Planning & Design, Inc. January 2006 - August 2006
Skills
Valuation, Financial Modeling, Portfolio Management, Derivatives, Equities, Finance, Analysis, Data Analysis, Business Strategy
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA), Entrepreneurship & Strategy, GMAT: 710 (92 percentile)
Rensselaer Polytechnic Institute 2003 — 2007
Bachelor of Science (B.S.), Dual Major in Civil Engineering and Economics, GPA: 3.8/4.0, Magna Cum Laude, Tau Beta Pi
Adam Noily, CFA Adam Noily, CFA's Cowen and Company Experience July 2006 - October 2010
Job Director, Investment Banking at Pacific Crest Securities
Industry Investment Banking
Experience
Pacific Crest Securities September 2012 - Present
Pacific Crest Securities 2015 - 2015
Pacific Crest Securities 2015 - 2015
Cowen and Company July 2006 - October 2010
Independent 2003 - 2006
SoundView Technology Group 2000 - 2003
Chindex 1999 - 1999
Skills
Corporate Finance, Financial Modeling, Valuation, Equities, Investment Banking, IPO, Venture Capital, Mergers, Equity Research, Capital Markets, Financial Analysis, Due Diligence, Research, Bloomberg, Mergers & Acquisitions, Strategy, Emerging Markets, Hedge Funds, Business Valuation, LBO, Private Equity, M&A experience, Investments, Investor Relations, Business Development, Asset Management, Corporate Development, Alternative Investments, Equity Valuation
Education
University of California, Berkeley 1994 — 1998
A.B., Political Economy of Industrialized Societies
Cours de Civilisation Française de la Sorbonne 2011 — 2011
Intensive French language studies
Peking University 1996 — 1997
Intensive Chinese language studies
Lowell
MCDS
Pacific Crest Securities September 2012 - Present
Pacific Crest Securities 2015 - 2015
Pacific Crest Securities 2015 - 2015
Cowen and Company July 2006 - October 2010
Independent 2003 - 2006
SoundView Technology Group 2000 - 2003
Chindex 1999 - 1999
Skills
Corporate Finance, Financial Modeling, Valuation, Equities, Investment Banking, IPO, Venture Capital, Mergers, Equity Research, Capital Markets, Financial Analysis, Due Diligence, Research, Bloomberg, Mergers & Acquisitions, Strategy, Emerging Markets, Hedge Funds, Business Valuation, LBO, Private Equity, M&A experience, Investments, Investor Relations, Business Development, Asset Management, Corporate Development, Alternative Investments, Equity Valuation
Education
University of California, Berkeley 1994 — 1998
A.B., Political Economy of Industrialized Societies
Cours de Civilisation Française de la Sorbonne 2011 — 2011
Intensive French language studies
Peking University 1996 — 1997
Intensive Chinese language studies
Lowell
MCDS
Christopher Mergenthaler Christopher Mergenthaler's Cowen and Company Experience June 2011 - August 2011
Job Analyst at Morgan Stanley
Industry Banking
Experience
Morgan Stanley June 2012 - Present
Cowen and Company June 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Skills
Equities, Finance, ETFs, Capital Markets, Microsoft Office, Microsoft Excel, Series 7, Series 63, Equity Trading, Middle Office, Bloomberg, Asset Allocation
Education
Providence College 2009 — 2012
Bachelor of Science, Finance
Stevens Institute of Technology 2008 — 2009
Business & Technology, Finance
Christian Brothers Academy 2004 — 2008
High School Diploma
Morgan Stanley June 2012 - Present
Cowen and Company June 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Skills
Equities, Finance, ETFs, Capital Markets, Microsoft Office, Microsoft Excel, Series 7, Series 63, Equity Trading, Middle Office, Bloomberg, Asset Allocation
Education
Providence College 2009 — 2012
Bachelor of Science, Finance
Stevens Institute of Technology 2008 — 2009
Business & Technology, Finance
Christian Brothers Academy 2004 — 2008
High School Diploma
Alex Katzman's Cowen and Company Experience September 2014 - Present
Job Institutional Equity Sales Product Management at Cowen and Company
Industry Financial Services
Experience
Cowen and Company September 2014 - Present
Morgan Stanley May 2011 - August 2014
City National Bank May 2010 - December 2010
Skills
Equity Research, Bloomberg, Capital Markets, Equities, Financial Modeling, Hedge Funds, Valuation, Investment Banking, Fixed Income, Alternative Investments, Securities, Corporate Finance, Series 7, Derivatives, Equity Valuation, Strategy, Analytics, Investments
Education
Indiana University Bloomington 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Riverdale Country School
Diploma
Cowen and Company September 2014 - Present
Morgan Stanley May 2011 - August 2014
City National Bank May 2010 - December 2010
Skills
Equity Research, Bloomberg, Capital Markets, Equities, Financial Modeling, Hedge Funds, Valuation, Investment Banking, Fixed Income, Alternative Investments, Securities, Corporate Finance, Series 7, Derivatives, Equity Valuation, Strategy, Analytics, Investments
Education
Indiana University Bloomington 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Riverdale Country School
Diploma
Marc Bianchi, CFA's Cowen and Company Experience May 2013 - Present
Job Equity Research Analyst Oilfield Services & Equipment at Cowen and Company
Industry Investment Management
Experience
Cowen and Company May 2013 - Present
Turner Investment Partners 2004 - 2012
Skills
Equity Research Analysis, Equity Research, Financial Modeling, Long/Short Equity, Portfolio Management, Investment Management, Asset Allocation, Asset Managment, Financial Accounting, Risk Management, Oil & Gas Services, Oil & Gas Exploration, Oil & Gas Industry, Oil & Gas Companies, Value Investing, Growth Investing, Market Data, Bloomberg Software, Bloomberg Terminal, Risk Metrics, Financial Software..., Equities
Education
Rollins College - Crummer Graduate School of Business 2002 — 2004
Master of Business Administration (MBA), Finance, General
Rollins College 1996 — 2000
Bachelor of Arts (B.A.), Economics
Brunswick School 1985 — 1996
Cowen and Company May 2013 - Present
Turner Investment Partners 2004 - 2012
Skills
Equity Research Analysis, Equity Research, Financial Modeling, Long/Short Equity, Portfolio Management, Investment Management, Asset Allocation, Asset Managment, Financial Accounting, Risk Management, Oil & Gas Services, Oil & Gas Exploration, Oil & Gas Industry, Oil & Gas Companies, Value Investing, Growth Investing, Market Data, Bloomberg Software, Bloomberg Terminal, Risk Metrics, Financial Software..., Equities
Education
Rollins College - Crummer Graduate School of Business 2002 — 2004
Master of Business Administration (MBA), Finance, General
Rollins College 1996 — 2000
Bachelor of Arts (B.A.), Economics
Brunswick School 1985 — 1996
Greg Holden Greg Holden's Cowen and Company Experience 2010 - 2011
Job Head of Equity and EquityLinked Advisory at EA Markets LLC
Industry Financial Services
Experience
EA Markets LLC January 2012 - Present
Cowen and Company 2010 - 2011
Advent Capital Management 2009 - 2009
Barclays Capital 2007 - 2008
Credit Suisse 2001 - 2007
Donaldson, Lufkin & Jenrette 2000 - 2000
Salomon Brothers 1996 - 1999
Skills
Capital Markets, Equities, Hedge Funds, Investment Banking, Fixed Income, Derivatives, Equity Derivatives, Bloomberg, Valuation, Equity Capital Markets, Equity Valuation, Mergers & Acquisitions, Private Equity, Financial Structuring, Financial Modeling, Structured Finance, Emerging Markets, Corporate Finance, Equity Research, Alternative Investments, Portfolio Management
Education
The University of Chicago - Booth School of Business 1999 — 2001
MBA
Northwestern University 1991 — 1995
BA
EA Markets LLC January 2012 - Present
Cowen and Company 2010 - 2011
Advent Capital Management 2009 - 2009
Barclays Capital 2007 - 2008
Credit Suisse 2001 - 2007
Donaldson, Lufkin & Jenrette 2000 - 2000
Salomon Brothers 1996 - 1999
Skills
Capital Markets, Equities, Hedge Funds, Investment Banking, Fixed Income, Derivatives, Equity Derivatives, Bloomberg, Valuation, Equity Capital Markets, Equity Valuation, Mergers & Acquisitions, Private Equity, Financial Structuring, Financial Modeling, Structured Finance, Emerging Markets, Corporate Finance, Equity Research, Alternative Investments, Portfolio Management
Education
The University of Chicago - Booth School of Business 1999 — 2001
MBA
Northwestern University 1991 — 1995
BA
Janine Memon-Dietz Janine Memon-Dietz's Cowen and Company Experience May 2002 - August 2004
Job Owner, Saving Grace Photography
Industry Fine Art
Experience
Saving Grace Photography December 2006 - Present
TD Ameritrade August 2004 - May 2007
Cowen and Company May 2002 - August 2004
ABN AMRO Bank N.V. March 2001 - January 2002
NDB Capital Markets August 2000 - January 2001
Objective Health Systems, LLC January 2000 - September 2000
Sherwood Capital 1997 - 2000
Smith Barney 1995 - 1997
CSFB 1993 - 1995
Lehman Brothers 1991 - 1993
Skills
Program Management, Technical Documentation, Project Management, Business Analysis, Product Development, Social Media Marketing, Web Project Management, Entrepreneurship, Social Media, Photoshop, Business Strategy, Web Design, Graphic Design, Business Process..., Photo retouching, Commercial Photography, Product Management, Fine Art Photography, Marketing, Start-ups, Management, Customer Service, Microsoft Office, Communication, Data Mining, Technical Writing, Technical Support
Education
Rensselaer Polytechnic Institute 1986 — 1990
BS. Mngt, Management
Saving Grace Photography December 2006 - Present
TD Ameritrade August 2004 - May 2007
Cowen and Company May 2002 - August 2004
ABN AMRO Bank N.V. March 2001 - January 2002
NDB Capital Markets August 2000 - January 2001
Objective Health Systems, LLC January 2000 - September 2000
Sherwood Capital 1997 - 2000
Smith Barney 1995 - 1997
CSFB 1993 - 1995
Lehman Brothers 1991 - 1993
Skills
Program Management, Technical Documentation, Project Management, Business Analysis, Product Development, Social Media Marketing, Web Project Management, Entrepreneurship, Social Media, Photoshop, Business Strategy, Web Design, Graphic Design, Business Process..., Photo retouching, Commercial Photography, Product Management, Fine Art Photography, Marketing, Start-ups, Management, Customer Service, Microsoft Office, Communication, Data Mining, Technical Writing, Technical Support
Education
Rensselaer Polytechnic Institute 1986 — 1990
BS. Mngt, Management
Jonathan Schildkraut Jonathan Schildkraut's Cowen and Company Experience 2002 - 2005
Job Senior Managing Director Head of Telecom Equity Research at Evercore ISI
Industry Investment Banking
Experience
Evercore ISI July 2010 - Present
Jefferies & Company 2005 - 2010
Cowen and Company 2002 - 2005
WinStar 1999 - 2001
Salomon Brothers 1997 - 1999
Skills
Telecommunications, Acquisitions, Securities, Buy-side, Equity Research, Due Diligence, Chartered Financial..., Growth Capital, Structured Finance, Finance, Start-ups, Strategy, Bonds, Business Strategy, Mutual Funds, Value Investing, Management
Education
NYU School of Law 1993 — 1997
JD, 1997
NYU Stern School of Business 1993 — 1997
MBA, 1997
University of Michigan 1989 — 1993
BBA, Finance
Evercore ISI July 2010 - Present
Jefferies & Company 2005 - 2010
Cowen and Company 2002 - 2005
WinStar 1999 - 2001
Salomon Brothers 1997 - 1999
Skills
Telecommunications, Acquisitions, Securities, Buy-side, Equity Research, Due Diligence, Chartered Financial..., Growth Capital, Structured Finance, Finance, Start-ups, Strategy, Bonds, Business Strategy, Mutual Funds, Value Investing, Management
Education
NYU School of Law 1993 — 1997
JD, 1997
NYU Stern School of Business 1993 — 1997
MBA, 1997
University of Michigan 1989 — 1993
BBA, Finance
Frank Porcelli Frank Porcelli's Cowen and Company Experience May 2012 - Present
Job Director at Cowen and Company
Industry Financial Services
Experience
Cowen and Company May 2012 - Present
Bloomberg Tradebook May 2007 - March 2012
Citigroup Global Capital Markets February 2004 - November 2006
Citigroup Global Capital Markets January 1999 - January 2004
Smith Barney January 1994 - January 1998
Capel, HSBC January 1993 - January 1994
Lehman Brothers January 1987 - January 1993
Skills
Equities, Financial Markets, Trading, Investment Banking, Derivatives, Strategy, Financial Services, Electronic Trading, Trading Systems, Capital Markets, Bloomberg, Hedge Funds, Fixed Income, Equity Research, Equity Trading, Securities, Emerging Markets, Options
Education
Lebanon Valley College 1982 — 1986
Bachelor of Science, Economics and Business Administration
Cowen and Company May 2012 - Present
Bloomberg Tradebook May 2007 - March 2012
Citigroup Global Capital Markets February 2004 - November 2006
Citigroup Global Capital Markets January 1999 - January 2004
Smith Barney January 1994 - January 1998
Capel, HSBC January 1993 - January 1994
Lehman Brothers January 1987 - January 1993
Skills
Equities, Financial Markets, Trading, Investment Banking, Derivatives, Strategy, Financial Services, Electronic Trading, Trading Systems, Capital Markets, Bloomberg, Hedge Funds, Fixed Income, Equity Research, Equity Trading, Securities, Emerging Markets, Options
Education
Lebanon Valley College 1982 — 1986
Bachelor of Science, Economics and Business Administration
Michael Eisenberg meisenberg1@hotmail.com Michael Eisenberg meisenberg1@hotmail.com's Cowen and Company Experience May 1980 - May 1998
Job Customer Service Professional at OptionsHouse
Industry Financial Services
Experience
OptionsHouse September 2011 - Present
BrokerXpress March 2003 - June 2011
Outre Music May 1999 - May 2004
S.G. Cowen May 1998 - March 2003
S.G. Cowen May 1998 - March 2003
Cowen and Company May 1980 - May 1998
Skills
Series 7, Trading, Options, Investments, Trading Systems, Securities, Equity Derivatives, Series 63, Equity Trading, Risk Management, Electronic Trading, Derivatives, Finance, Bloomberg, Marketing, Sales, Financial Markets, Back Office, Equities, Microsoft Excel, Stocks, Trading Strategies, ETFs, Mutual Funds, Proprietary Trading, Options Strategies, Hedging, Customer Service, Financial Services, Asset Management, FINRA, Financial Risk, Technical Analysis, Retirement Planning, Banking, AML, Brokerage
Education
Northeastern Illinois University
BA, Business and Management
OptionsHouse September 2011 - Present
BrokerXpress March 2003 - June 2011
Outre Music May 1999 - May 2004
S.G. Cowen May 1998 - March 2003
S.G. Cowen May 1998 - March 2003
Cowen and Company May 1980 - May 1998
Skills
Series 7, Trading, Options, Investments, Trading Systems, Securities, Equity Derivatives, Series 63, Equity Trading, Risk Management, Electronic Trading, Derivatives, Finance, Bloomberg, Marketing, Sales, Financial Markets, Back Office, Equities, Microsoft Excel, Stocks, Trading Strategies, ETFs, Mutual Funds, Proprietary Trading, Options Strategies, Hedging, Customer Service, Financial Services, Asset Management, FINRA, Financial Risk, Technical Analysis, Retirement Planning, Banking, AML, Brokerage
Education
Northeastern Illinois University
BA, Business and Management
James Mahoney James Mahoney's Cowen and Company Experience August 2000 - March 2005
Job Senior Vice President, Global Business Development at Morningstar
Industry Financial Services
Experience
Morningstar May 2014 - Present
Morningstar February 2014 - Present
Morningstar September 2011 - Present
Decision Resources November 2008 - April 2011
SunGard Data Systems, Inc. April 2008 - November 2008
Capital IQ March 2005 - April 2008
Cowen and Company August 2000 - March 2005
State Street Global Advisors August 1998 - August 2000
Fidelity Investments October 1991 - August 1998
Education
Plymouth State University 1987 — 1991
BS, Business
Morningstar May 2014 - Present
Morningstar February 2014 - Present
Morningstar September 2011 - Present
Decision Resources November 2008 - April 2011
SunGard Data Systems, Inc. April 2008 - November 2008
Capital IQ March 2005 - April 2008
Cowen and Company August 2000 - March 2005
State Street Global Advisors August 1998 - August 2000
Fidelity Investments October 1991 - August 1998
Education
Plymouth State University 1987 — 1991
BS, Business
Ozi Sander Ozi Sander's Cowen and Company Experience May 2010 - August 2010
Job Associate at Citi
Industry Financial Services
Experience
Citi August 2015 - Present
Citi June 2013 - August 2015
Minutemen Equity Fund September 2010 - May 2013
The Massachusetts Daily Collegian September 2010 - May 2013
Citi June 2012 - August 2012
Centerpoint Advisors, LLC. May 2011 - August 2011
Cowen and Company May 2010 - August 2010
Romney for President, Inc. June 2007 - September 2007
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelors of Business Administration, Finance
Citi August 2015 - Present
Citi June 2013 - August 2015
Minutemen Equity Fund September 2010 - May 2013
The Massachusetts Daily Collegian September 2010 - May 2013
Citi June 2012 - August 2012
Centerpoint Advisors, LLC. May 2011 - August 2011
Cowen and Company May 2010 - August 2010
Romney for President, Inc. June 2007 - September 2007
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelors of Business Administration, Finance
Chris Pavlic Chris Pavlic's Cowen and Company Experience May 1998 - January 2001
Job Equity Sales at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company June 2006 - Present
Bank of America March 2001 - April 2006
Cowen and Company May 1998 - January 2001
Education
Princeton University 1989 — 1993
Bachelor of Arts (B.A.), English
Jefferies & Company June 2006 - Present
Bank of America March 2001 - April 2006
Cowen and Company May 1998 - January 2001
Education
Princeton University 1989 — 1993
Bachelor of Arts (B.A.), English
Franklin Staley Franklin Staley's Cowen and Company Experience 1997 - 1999
Job Managing Director and Head of Sponsor Coverage at Signal Hill
Industry Investment Banking
Experience
Signal Hill April 2010 - Present
Meriturn Partners, LLC March 2002 - April 2010
Axcellis, Inc. 2001 - 2002
Cowen and Company 1997 - 1999
Lehman Brothers 1993 - 1995
JPMorgan Chase 1992 - 1993
Skills
Private Equity, Restructuring, Mergers, M&A experience, Corporate Finance, Finance, Mergers & Acquisitions, Investment Banking, Venture Capital, Equities, Valuation, Financial Modeling, Leveraged Finance, Due Diligence, Corporate Development, Business Valuation, Strategy
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1995 — 1997
MBA
Kenyon College 1988 — 1992
BA, cum laude, Economics
Signal Hill April 2010 - Present
Meriturn Partners, LLC March 2002 - April 2010
Axcellis, Inc. 2001 - 2002
Cowen and Company 1997 - 1999
Lehman Brothers 1993 - 1995
JPMorgan Chase 1992 - 1993
Skills
Private Equity, Restructuring, Mergers, M&A experience, Corporate Finance, Finance, Mergers & Acquisitions, Investment Banking, Venture Capital, Equities, Valuation, Financial Modeling, Leveraged Finance, Due Diligence, Corporate Development, Business Valuation, Strategy
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1995 — 1997
MBA
Kenyon College 1988 — 1992
BA, cum laude, Economics
Jeff Cooper's Cowen and Company Experience August 2005 - February 2008
Job VP Finance at Rally Software
Industry Investment Banking
Experience
Rally Software December 2013 - Present
Deutsche Bank Securities April 2008 - July 2013
Cowen and Company August 2005 - February 2008
TFI International June 2004 - August 2004
Robertson Stephens April 2000 - June 2002
PwC August 1998 - March 2000
Skills
Private Placements, Investment Banking, Corporate Development, Venture Capital, Equities, Private Equity, Corporate Finance, M&A experience, IPO, Mergers & Acquisitions, Capital Markets, Start-ups, Valuation, LBO, Finance, Bloomberg, Financial Modeling
Education
London Business School 2003 — 2005
MBA, Finance
Princeton University 1994 — 1998
BA, Political Science
Brentwood
Rally Software December 2013 - Present
Deutsche Bank Securities April 2008 - July 2013
Cowen and Company August 2005 - February 2008
TFI International June 2004 - August 2004
Robertson Stephens April 2000 - June 2002
PwC August 1998 - March 2000
Skills
Private Placements, Investment Banking, Corporate Development, Venture Capital, Equities, Private Equity, Corporate Finance, M&A experience, IPO, Mergers & Acquisitions, Capital Markets, Start-ups, Valuation, LBO, Finance, Bloomberg, Financial Modeling
Education
London Business School 2003 — 2005
MBA, Finance
Princeton University 1994 — 1998
BA, Political Science
Brentwood
Kaustubh Tikekar Kaustubh Tikekar's Cowen and Company Experience March 2014 - October 2014
Job Trader at Cubist Systematic Strategies, LLC
Industry Financial Services
Experience
Cubist Systematic Strategies, LLC October 2014 - Present
Cowen and Company March 2014 - October 2014
Ziff Brothers Investments May 2011 - March 2014
Charles River Development March 2009 - May 2011
Education
New York University 2006 — 2008
MS, Computer Science
University of Mumbai
BE, Electronics Engineering
Cubist Systematic Strategies, LLC October 2014 - Present
Cowen and Company March 2014 - October 2014
Ziff Brothers Investments May 2011 - March 2014
Charles River Development March 2009 - May 2011
Education
New York University 2006 — 2008
MS, Computer Science
University of Mumbai
BE, Electronics Engineering
Tom Champion Tom Champion's Cowen and Company Experience August 2012 - Present
Job Research Analyst at Cowen and Company
Industry Financial Services
Experience
Cowen and Company August 2012 - Present
BNP Paribas May 2011 - November 2011
Credit Suisse July 2009 - April 2011
JPMorgan Chase June 2006 - November 2008
Magus Soft (Beijing) Ltd 2002 - 2004
Magus Soft 2002 - 2004
Robertson Stephens 1999 - 2001
Skills
Investments, Valuation, Equity Research, Financial Modeling, Equities, Business Development
Education
Wharton School, University of Pennsylvania 2004 — 2006
MBA, MA, Finance
Princeton University 1995 — 1999
AB, East Asian Studies
St. Paul's School 1991 — 1995
Taipei American School 1982 — 1991
Cowen and Company August 2012 - Present
BNP Paribas May 2011 - November 2011
Credit Suisse July 2009 - April 2011
JPMorgan Chase June 2006 - November 2008
Magus Soft (Beijing) Ltd 2002 - 2004
Magus Soft 2002 - 2004
Robertson Stephens 1999 - 2001
Skills
Investments, Valuation, Equity Research, Financial Modeling, Equities, Business Development
Education
Wharton School, University of Pennsylvania 2004 — 2006
MBA, MA, Finance
Princeton University 1995 — 1999
AB, East Asian Studies
St. Paul's School 1991 — 1995
Taipei American School 1982 — 1991
Michael Tobin, Jr.'s Cowen and Company Experience 1986 - 1997
Job Head of Business Development/CMO Taylor Woods Capital Management
Industry Investment Management
Experience
Taylor, Woods Capital Management, LLC February 2011 - Present
Galleon Group 2006 - 2009
Vega Asset Management 2003 - 2006
Nomad Venture Fund LP 1997 - 2003
Cowen and Company 1986 - 1997
Skills
Commodity, Global Macro, Relative Value, Hedge Funds, Long/Short Equity, Corporate Development, Investor Relations, Investments, Investment Banking, Private Equity, Alternative Investments, Trading, Investment Management, Portfolio Management, Asset Managment, Asset Management, Due Diligence, Financial Services, Prime Brokerage, Fixed Income, Venture Capital, Options, Mutual Funds, Fund Of Funds, Capital Markets, Swaps, Equities, Management, Business Development, Investment Strategies, Financial Markets
Education
Northwestern University - Kellogg School of Management 1984 — 1986
MBA, Strategic Planning, Marketing & Finance
Northwestern University 1980 — 1984
BA, Classics, Economics
Taylor, Woods Capital Management, LLC February 2011 - Present
Galleon Group 2006 - 2009
Vega Asset Management 2003 - 2006
Nomad Venture Fund LP 1997 - 2003
Cowen and Company 1986 - 1997
Skills
Commodity, Global Macro, Relative Value, Hedge Funds, Long/Short Equity, Corporate Development, Investor Relations, Investments, Investment Banking, Private Equity, Alternative Investments, Trading, Investment Management, Portfolio Management, Asset Managment, Asset Management, Due Diligence, Financial Services, Prime Brokerage, Fixed Income, Venture Capital, Options, Mutual Funds, Fund Of Funds, Capital Markets, Swaps, Equities, Management, Business Development, Investment Strategies, Financial Markets
Education
Northwestern University - Kellogg School of Management 1984 — 1986
MBA, Strategic Planning, Marketing & Finance
Northwestern University 1980 — 1984
BA, Classics, Economics
Chris Kimberly Chris Kimberly's Cowen and Company Experience 1991 - 2002
Job Owner, American Wanderer
Industry Nonprofit Organization Management
Experience
Camp Berger April 2014 - Present
Twin Paddles Group September 2012 - Present
American Wanderer 2006 - Present
RBC Capital Markets 2002 - 2005
Cowen and Company 1991 - 2002
Lehman Brothers 1985 - 1988
Skills
Carpentry, Electrical, Plumbing, Chef, Camp Director, Equity and Fixed Income..., National Parks Expert, Extreme Outdoorsman
Education
Middlebury College 1979 — 1983
BA, Philosophy
Camp Berger April 2014 - Present
Twin Paddles Group September 2012 - Present
American Wanderer 2006 - Present
RBC Capital Markets 2002 - 2005
Cowen and Company 1991 - 2002
Lehman Brothers 1985 - 1988
Skills
Carpentry, Electrical, Plumbing, Chef, Camp Director, Equity and Fixed Income..., National Parks Expert, Extreme Outdoorsman
Education
Middlebury College 1979 — 1983
BA, Philosophy
Yun Zhong Yun Zhong's Cowen and Company Experience September 2011 - July 2014
Job Biotech Equity Research at SunTrust Robinson Humphrey
Industry Research
Experience
SunTrust Robinson Humphrey August 2014 - Present
Cowen and Company September 2011 - July 2014
Mount Sinai School of Medicine June 2011 - September 2011
The Rockefeller University July 2009 - May 2011
Skills
Equity Research, Science, Research, Analysis, Molecular Biology, Cell Biology, Neuroscience, Biotechnology, Neurodegeneration, Data Analysis, Lifesciences, Mouse, Biochemistry, Financial Modeling, Cell Culture, Valuation, PCR, Due Diligence
Education
Rockefeller University 2002 — 2009
PhD, Molecular Biology and Neuroscience
Osaka University 2000 — 2002
MS, Biophysical Engineering
Osaka University 1996 — 2000
BS, Biophysical Engineering, 3.8/4.0
SunTrust Robinson Humphrey August 2014 - Present
Cowen and Company September 2011 - July 2014
Mount Sinai School of Medicine June 2011 - September 2011
The Rockefeller University July 2009 - May 2011
Skills
Equity Research, Science, Research, Analysis, Molecular Biology, Cell Biology, Neuroscience, Biotechnology, Neurodegeneration, Data Analysis, Lifesciences, Mouse, Biochemistry, Financial Modeling, Cell Culture, Valuation, PCR, Due Diligence
Education
Rockefeller University 2002 — 2009
PhD, Molecular Biology and Neuroscience
Osaka University 2000 — 2002
MS, Biophysical Engineering
Osaka University 1996 — 2000
BS, Biophysical Engineering, 3.8/4.0
Inna Bochkova Inna Bochkova's Cowen and Company Experience March 2009 - August 2010
Job Susquehanna International Group
Industry Investment Banking
Experience
Susquehanna International Group, LLP (SIG) July 2014 - Present
BMO Capital Markets November 2010 - August 2013
Cowen and Company March 2009 - August 2010
Societe Generale July 2007 - February 2009
Miller Tabak March 2001 - July 2007
Merrill Lynch May 2000 - March 2001
Ladenburg Thalmann September 1999 - May 2000
Russian Exchange May 1997 - December 1998
Skills
Equity Derivatives, Investment Banking, Securities, Options, Equities, Trading, Hedge Funds, Derivatives, FX trading, Electronic Trading, Financial Risk, Equity Trading, Mutual Funds, Technical Analysis, Bloomberg, Asset Management, Alternative Investments, Capital Markets, Investments, Trading Systems, Financial Markets, FX Options, Structured Products, Options Strategies, Fixed Income, ETFs, Equity Research, Emerging Markets, Hedging, Portfolio Management, Currency, Swaps, Valuation
Education
New York University
American Institute of Business and Economics
Baku Institute of Social Administration and Political Science
Baku Institute of Social Administration and Political Science, International Business School
Susquehanna International Group, LLP (SIG) July 2014 - Present
BMO Capital Markets November 2010 - August 2013
Cowen and Company March 2009 - August 2010
Societe Generale July 2007 - February 2009
Miller Tabak March 2001 - July 2007
Merrill Lynch May 2000 - March 2001
Ladenburg Thalmann September 1999 - May 2000
Russian Exchange May 1997 - December 1998
Skills
Equity Derivatives, Investment Banking, Securities, Options, Equities, Trading, Hedge Funds, Derivatives, FX trading, Electronic Trading, Financial Risk, Equity Trading, Mutual Funds, Technical Analysis, Bloomberg, Asset Management, Alternative Investments, Capital Markets, Investments, Trading Systems, Financial Markets, FX Options, Structured Products, Options Strategies, Fixed Income, ETFs, Equity Research, Emerging Markets, Hedging, Portfolio Management, Currency, Swaps, Valuation
Education
New York University
American Institute of Business and Economics
Baku Institute of Social Administration and Political Science
Baku Institute of Social Administration and Political Science, International Business School
Reginald Dancy Reginald Dancy's Cowen and Company Experience July 2009 - October 2010
Job Sr Linux System Administrator at Comodo
Industry Information Technology and Services
Experience
Comodo September 2013 - Present
Nuance Communications August 2012 - September 2013
John Wiley and Sons June 2011 - June 2012
Dow Jones October 2010 - May 2011
Cowen and Company July 2009 - October 2010
Albert Einstein College of Medicine of Yeshiva University January 2009 - April 2009
Citigroup August 2003 - January 2008
JP Morgan 1992 - 2003
JPMorgan Chase 1992 - 2003
Skills
Linux, Solaris, Virtualization, Apache, Unix, Disaster Recovery, Red Hat Linux, VMware, Security, Troubleshooting, MySQL, Data Center, RedHat, Operating Systems, Unix Shell Scripting, Servers, VPN, Cloud Computing, Technical Support, System Administration, Windows, Active Directory, Shell Scripting, Integration, DNS, Firewalls, Windows Server, TCP/IP, Networking
Education
New York University 1994 — 1996
Comodo September 2013 - Present
Nuance Communications August 2012 - September 2013
John Wiley and Sons June 2011 - June 2012
Dow Jones October 2010 - May 2011
Cowen and Company July 2009 - October 2010
Albert Einstein College of Medicine of Yeshiva University January 2009 - April 2009
Citigroup August 2003 - January 2008
JP Morgan 1992 - 2003
JPMorgan Chase 1992 - 2003
Skills
Linux, Solaris, Virtualization, Apache, Unix, Disaster Recovery, Red Hat Linux, VMware, Security, Troubleshooting, MySQL, Data Center, RedHat, Operating Systems, Unix Shell Scripting, Servers, VPN, Cloud Computing, Technical Support, System Administration, Windows, Active Directory, Shell Scripting, Integration, DNS, Firewalls, Windows Server, TCP/IP, Networking
Education
New York University 1994 — 1996
Chris Novick's Cowen and Company Experience July 2013 - Present
Job Investment Banking Analyst at Cowen and Company
Industry Banking
Experience
Cowen and Company July 2013 - Present
Cowen and Company June 2012 - August 2012
Round Table Investment Management Company June 2011 - August 2011
Round Table Investment Management Company June 2010 - August 2010
Skills
Finance, Investment Banking, Bloomberg, Hedge Funds, PowerPoint, Economics, Valuation, Financial Modeling, Private Equity, Microsoft Excel, Financial Analysis, Microsoft Office, Microsoft Word
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Arts (B.A.), Economics
New York University 2011 — 2011
The Lawrenceville School 2008 — 2009
High School Diploma
Cowen and Company July 2013 - Present
Cowen and Company June 2012 - August 2012
Round Table Investment Management Company June 2011 - August 2011
Round Table Investment Management Company June 2010 - August 2010
Skills
Finance, Investment Banking, Bloomberg, Hedge Funds, PowerPoint, Economics, Valuation, Financial Modeling, Private Equity, Microsoft Excel, Financial Analysis, Microsoft Office, Microsoft Word
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Arts (B.A.), Economics
New York University 2011 — 2011
The Lawrenceville School 2008 — 2009
High School Diploma
Daniel Hanbridge Daniel Hanbridge's Cowen and Company Experience April 2007 - May 2010
Job Director Financial Reporting at EmblemHealth
Industry Health, Wellness and Fitness
Experience
EmblemHealth June 2010 - Present
Cowen and Company April 2007 - May 2010
NASDAQ September 2006 - April 2007
L-3 Communications January 2003 - August 2006
Arthur Andersen/KPMG September 1999 - December 2002
Skills
SEC filings, Accounting, Financial Reporting, Technical Accounting..., Purchase Price..., Stock Compensation, GAAP Standards, Internal Controls, GAAP, Financial Modeling, SEC Filings, US GAAP, Financial Analysis, Variance Analysis, Mergers & Acquisitions, Finance, Auditing, Financial Accounting
Education
Lehigh University
Bachelor's degree, Accounting
EmblemHealth June 2010 - Present
Cowen and Company April 2007 - May 2010
NASDAQ September 2006 - April 2007
L-3 Communications January 2003 - August 2006
Arthur Andersen/KPMG September 1999 - December 2002
Skills
SEC filings, Accounting, Financial Reporting, Technical Accounting..., Purchase Price..., Stock Compensation, GAAP Standards, Internal Controls, GAAP, Financial Modeling, SEC Filings, US GAAP, Financial Analysis, Variance Analysis, Mergers & Acquisitions, Finance, Auditing, Financial Accounting
Education
Lehigh University
Bachelor's degree, Accounting
Kenneth Agee Kenneth Agee's Cowen and Company Experience June 2011 - September 2011
Job Law Clerk at Ropes & Gray LLP
Industry Law Practice
Experience
Ropes & Gray LLP October 2013 - Present
Cowen and Company June 2011 - September 2011
Education
New York University School of Law 2010 — 2013
Doctor of Law (JD)
University of Oklahoma 2005 — 2010
Bachelor of Arts (BA), Letters and Economics
Ropes & Gray LLP October 2013 - Present
Cowen and Company June 2011 - September 2011
Education
New York University School of Law 2010 — 2013
Doctor of Law (JD)
University of Oklahoma 2005 — 2010
Bachelor of Arts (BA), Letters and Economics
Debra Tom Debra Tom's Cowen and Company Experience July 1989 - June 1991
Job Operations Manager at Quad Capital
Industry Financial Services
Experience
Quad Capital March 2014 - February 2015
ConvergEx Group November 2011 - February 2014
Forum Partners July 2009 - September 2011
Citi April 2007 - June 2009
Morgan Stanley October 2000 - April 2007
Dresdner Kleinwort Benson June 1998 - October 2000
ING September 1996 - June 1998
Paine Webber July 1991 - September 1996
Cowen and Company July 1989 - June 1991
Dominick & Dominick LLC July 1987 - June 1989
Skills
Experienced Trade..., Equity Client Service, Corporate Actions, Account Reconciliation, Bloomberg Terminal, Charles River IMS, Omgeo Oasys, Axys, Alternative Investments, Compliance, Investment Banking, Back Office, Financial Services, Middle Office, Bloomberg, Trading, Settlement, Equities, Securities, Fixed Income, Hedge Funds, Derivatives, Capital Markets
Education
Long Island University, Brooklyn Campus 1986 — 1987
Psychology
The New School 1985 — 1986
Quad Capital March 2014 - February 2015
ConvergEx Group November 2011 - February 2014
Forum Partners July 2009 - September 2011
Citi April 2007 - June 2009
Morgan Stanley October 2000 - April 2007
Dresdner Kleinwort Benson June 1998 - October 2000
ING September 1996 - June 1998
Paine Webber July 1991 - September 1996
Cowen and Company July 1989 - June 1991
Dominick & Dominick LLC July 1987 - June 1989
Skills
Experienced Trade..., Equity Client Service, Corporate Actions, Account Reconciliation, Bloomberg Terminal, Charles River IMS, Omgeo Oasys, Axys, Alternative Investments, Compliance, Investment Banking, Back Office, Financial Services, Middle Office, Bloomberg, Trading, Settlement, Equities, Securities, Fixed Income, Hedge Funds, Derivatives, Capital Markets
Education
Long Island University, Brooklyn Campus 1986 — 1987
Psychology
The New School 1985 — 1986
Stefanie Mangino Stefanie Mangino's Cowen and Company Experience April 2013 - Present
Job Cowen Equity Finance
Industry Financial Services
Experience
Cowen and Company April 2013 - Present
BNP Paribas October 2008 - April 2013
Banc of America Securities LLC June 2005 - October 2008
Skills
Securities Lending, Prime Brokerage, Finance, DTC, Dividends, Equities, Middle Office, Securities, Corporate Actions, Investment Banking, Loanet, Trading, Bloomberg, Bonds, CDS, Collateral Management, Credit Derivatives, ETFs, Settlement, Swaps, Derivatives, Equity Derivatives, FX Options, Options, Money Market, Fixed Income
Education
Johnson & Wales University
Bachelor's degree
Cowen and Company April 2013 - Present
BNP Paribas October 2008 - April 2013
Banc of America Securities LLC June 2005 - October 2008
Skills
Securities Lending, Prime Brokerage, Finance, DTC, Dividends, Equities, Middle Office, Securities, Corporate Actions, Investment Banking, Loanet, Trading, Bloomberg, Bonds, CDS, Collateral Management, Credit Derivatives, ETFs, Settlement, Swaps, Derivatives, Equity Derivatives, FX Options, Options, Money Market, Fixed Income
Education
Johnson & Wales University
Bachelor's degree
Kenny Lalwani Kenny Lalwani's Cowen and Company Experience September 2013 - April 2015
Job M&A Advisor
Industry Investment Management
Experience
Family Office April 2015 - Present
Cowen and Company September 2013 - April 2015
University of Michigan - Stephen M. Ross School of Business July 2011 - May 2013
Divine Capital Markets May 2012 - August 2012
Piper Jaffray 2012 - 2012
Duramold, Inc April 2009 - July 2011
Juggernaut Oil April 2009 - July 2011
Duramold, Inc. March 2007 - April 2009
David R. Williams Research Laboratories April 2005 - December 2005
Skills
Financial Modeling, Investments, Data Analysis, Market Research, Competitive Analysis, Financial Analysis, Valuation, Business Strategy, Project Management, Entrepreneurship, Product Development, Analytics, Management Consulting, Corporate Finance
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
MBA Candidate, Economics, Finance, Entrepreneurship
Indiana University Bloomington 2002 — 2006
Bachelors of Science, Biochemistry, Anthropology
Family Office April 2015 - Present
Cowen and Company September 2013 - April 2015
University of Michigan - Stephen M. Ross School of Business July 2011 - May 2013
Divine Capital Markets May 2012 - August 2012
Piper Jaffray 2012 - 2012
Duramold, Inc April 2009 - July 2011
Juggernaut Oil April 2009 - July 2011
Duramold, Inc. March 2007 - April 2009
David R. Williams Research Laboratories April 2005 - December 2005
Skills
Financial Modeling, Investments, Data Analysis, Market Research, Competitive Analysis, Financial Analysis, Valuation, Business Strategy, Project Management, Entrepreneurship, Product Development, Analytics, Management Consulting, Corporate Finance
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
MBA Candidate, Economics, Finance, Entrepreneurship
Indiana University Bloomington 2002 — 2006
Bachelors of Science, Biochemistry, Anthropology
william breen william breen's Cowen and Company Experience March 2000 - October 2011
Job Real Estate Agent at Keller Williams Realty, Inc.
Industry Real Estate
Experience
Keller Williams Realty, Inc. July 2014 - Present
Cowen and Company March 2000 - October 2011
Prudential Financial November 1991 - March 2000
Skills
Equity Trading, Securities, Trading, Equities, Options, Bloomberg, Hedge Funds, Series 63, Investment Banking, Trading Systems, Capital Markets, Series 7, Financial Markets, Derivatives, Fixed Income
Education
Lynchburg College 1987 — 1991
BA, Marketing
Keller Williams Realty, Inc. July 2014 - Present
Cowen and Company March 2000 - October 2011
Prudential Financial November 1991 - March 2000
Skills
Equity Trading, Securities, Trading, Equities, Options, Bloomberg, Hedge Funds, Series 63, Investment Banking, Trading Systems, Capital Markets, Series 7, Financial Markets, Derivatives, Fixed Income
Education
Lynchburg College 1987 — 1991
BA, Marketing
Maria Harrington Maria Harrington's Cowen and Company Experience 1994 - 1997
Job cofounder, TRUFFLE
Industry Apparel & Fashion
Experience
TRUFFLE / www.onetruffle.com 2007 - Present
Sony Music Entertainment 1999 - 2003
Cowen and Company 1994 - 1997
Education
Anderson School at UCLA 1997 — 1999
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Miami University 1989 — 1993
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
TRUFFLE / www.onetruffle.com 2007 - Present
Sony Music Entertainment 1999 - 2003
Cowen and Company 1994 - 1997
Education
Anderson School at UCLA 1997 — 1999
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Miami University 1989 — 1993
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Peter Gilfillan Peter Gilfillan's Cowen and Company Experience June 1993 - October 2011
Job Corporate Treasury and Data Management
Industry Investment Management
Experience
Signature Consultants December 2012 - October 2013
Self Employed November 2011 - December 2012
Cowen and Company June 1993 - October 2011
Cowen and Company 2002 - 2005
Cowen and Company 1993 - 2002
Skills
Equities, Bloomberg, Equity Trading, Investments, Financial Markets, Trading Strategies, Customer Service, Business Development, Trend Analysis, Pricing, Goal Oriented, Trade Execution, Highly Adaptable, Brand Awareness, Business Relationship..., Decision Making, Problem Solving, Team Oriented, Results Oriented, Portfolio Management, Microsoft Excel, Sales, Leadership, Analysis
Education
Le Moyne College 1989 — 1993
Bachelor's degree, Finance, Political Science, MIS
Don Bosco Prep 1986 — 1989
Investment Banking Institute
Financial modeling and valuation training program
NY Institute of Finance
Fundamentals of Technical Analysis
Signature Consultants December 2012 - October 2013
Self Employed November 2011 - December 2012
Cowen and Company June 1993 - October 2011
Cowen and Company 2002 - 2005
Cowen and Company 1993 - 2002
Skills
Equities, Bloomberg, Equity Trading, Investments, Financial Markets, Trading Strategies, Customer Service, Business Development, Trend Analysis, Pricing, Goal Oriented, Trade Execution, Highly Adaptable, Brand Awareness, Business Relationship..., Decision Making, Problem Solving, Team Oriented, Results Oriented, Portfolio Management, Microsoft Excel, Sales, Leadership, Analysis
Education
Le Moyne College 1989 — 1993
Bachelor's degree, Finance, Political Science, MIS
Don Bosco Prep 1986 — 1989
Investment Banking Institute
Financial modeling and valuation training program
NY Institute of Finance
Fundamentals of Technical Analysis
Matthew Pollinger Matthew Pollinger's Cowen and Company Experience June 2013 - Present
Job Associate Analyst at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company June 2013 - Present
Neuberger Berman, L.L.C. June 2012 - August 2012
Klingenstein Fields Wealth Advisors June 2010 - August 2010
Klingenstein Fields Wealth Advisors June 2008 - August 2008
Skills
Financial Modeling, Economics, Valuation, Econometrics, Investments, Fixed Income, Investment Banking, Equities, Portfolio Management, Equity Research, Capital Markets
Education
University of Rochester 2011 — 2013
Master of Business Administration (MBA)
University of Rochester 2011 — 2012
Master of Science in Finance (MSF)
Ithaca College 2007 — 2011
Bachelor of Science, Double Majored in Applied Economics & Business Administration with a Concentration in Finance
Cowen and Company June 2013 - Present
Neuberger Berman, L.L.C. June 2012 - August 2012
Klingenstein Fields Wealth Advisors June 2010 - August 2010
Klingenstein Fields Wealth Advisors June 2008 - August 2008
Skills
Financial Modeling, Economics, Valuation, Econometrics, Investments, Fixed Income, Investment Banking, Equities, Portfolio Management, Equity Research, Capital Markets
Education
University of Rochester 2011 — 2013
Master of Business Administration (MBA)
University of Rochester 2011 — 2012
Master of Science in Finance (MSF)
Ithaca College 2007 — 2011
Bachelor of Science, Double Majored in Applied Economics & Business Administration with a Concentration in Finance
Alan Teich, CPA, CMA , MBA, CGMA Alan Teich, CPA, CMA , MBA, CGMA's Cowen and Company Experience 1994 - 1997
Job Senior Finance Manager at Checksmart (Community Choice Financial)
Industry Financial Services
Experience
Checksmart March 2012 - Present
Institute of Management Accountants January 2011 - Present
Royce Capital August 2005 - March 2014
Experis 2011 - 2012
Prenova August 2007 - October 2010
Intuit 2004 - 2005
Aegon / Transamerica February 2003 - June 2004
Marconi 2000 - 2002
RS Andrews 1998 - 2000
Cowen and Company 1994 - 1997
Skills
Financial Analysis, M&A due diligence, Financial Modeling, Cost Accounting, Excel, Access, PowerPoint, Microsoft Dynamics, Public Speaking, Management Consulting, Fraud Analysis, Venture Capital, Internal Audit, Strategic Analysis, Forecasting, Budgeting, Financial Reporting, Professional Services, Hiring, Delegate, Documentation, Toastmasters, Financial Accounting, Financial Management, Microsoft Excel, Budgets, Managerial Finance, Accounting, Account Reconciliation, Due Diligence, Finance, Mergers & Acquisitions, Auditing, Fraud, Sarbanes-Oxley Act, Financial Statements, Analysis, General Ledger, Software Documentation, Variance Analysis, Cash Flow, Strategic Financial..., GAAP, Management, Process Improvement, Financial Planning, Interpersonal Leadership
Education
University of Florida 2001 — 2002
MBA, MBA
Ramapo College of New Jersey 1992 — 1994
BS, Accounting
State University of New York College at Oneonta 1988 — 1992
BS, Political Science
Clarkstown North 1984 — 1988
Regents
Checksmart March 2012 - Present
Institute of Management Accountants January 2011 - Present
Royce Capital August 2005 - March 2014
Experis 2011 - 2012
Prenova August 2007 - October 2010
Intuit 2004 - 2005
Aegon / Transamerica February 2003 - June 2004
Marconi 2000 - 2002
RS Andrews 1998 - 2000
Cowen and Company 1994 - 1997
Skills
Financial Analysis, M&A due diligence, Financial Modeling, Cost Accounting, Excel, Access, PowerPoint, Microsoft Dynamics, Public Speaking, Management Consulting, Fraud Analysis, Venture Capital, Internal Audit, Strategic Analysis, Forecasting, Budgeting, Financial Reporting, Professional Services, Hiring, Delegate, Documentation, Toastmasters, Financial Accounting, Financial Management, Microsoft Excel, Budgets, Managerial Finance, Accounting, Account Reconciliation, Due Diligence, Finance, Mergers & Acquisitions, Auditing, Fraud, Sarbanes-Oxley Act, Financial Statements, Analysis, General Ledger, Software Documentation, Variance Analysis, Cash Flow, Strategic Financial..., GAAP, Management, Process Improvement, Financial Planning, Interpersonal Leadership
Education
University of Florida 2001 — 2002
MBA, MBA
Ramapo College of New Jersey 1992 — 1994
BS, Accounting
State University of New York College at Oneonta 1988 — 1992
BS, Political Science
Clarkstown North 1984 — 1988
Regents
ED KOLESHNICK ED KOLESHNICK's Cowen and Company Experience 1981 - 1983
Job Independent Professional Licensed Chauffeur
Industry Financial Services
Experience
Ed Koleshnick September 2013 - Present
UBS April 2012 - December 2012
RBS Global Banking & Markets November 2010 - November 2011
Deutsche Bank Securities October 1995 - July 2009
NATWEST SECURITIES 1995 - 1998
S.G. WARBURG 1985 - 1995
Cowen and Company 1981 - 1983
Skills
Settlements, Customer Service, Fixed Income, Equities, Reconciliations, Bonds, Securities, Derivatives, Middle Office, Back Office, Excel, Funding, Change Management, Word, DTC, Physical Security, Account Reconciliation, Settlement
Education
Kingsborough Community College
BS, Business Administration
Ed Koleshnick September 2013 - Present
UBS April 2012 - December 2012
RBS Global Banking & Markets November 2010 - November 2011
Deutsche Bank Securities October 1995 - July 2009
NATWEST SECURITIES 1995 - 1998
S.G. WARBURG 1985 - 1995
Cowen and Company 1981 - 1983
Skills
Settlements, Customer Service, Fixed Income, Equities, Reconciliations, Bonds, Securities, Derivatives, Middle Office, Back Office, Excel, Funding, Change Management, Word, DTC, Physical Security, Account Reconciliation, Settlement
Education
Kingsborough Community College
BS, Business Administration
Dorothy Leas, MBA / CPA Dorothy Leas, MBA / CPA's Cowen and Company Experience 1993 - 1994
Job Principal Regulatory Coordinator at FINRA
Industry Financial Services
Experience
FINRA October 2010 - Present
Norman Technologies August 2010 - October 2010
The King's College September 2009 - May 2010
Bernstein Research 2004 - 2010
Sole Proprietorship 2003 - 2006
Culpepper & Associates 2001 - 2002
Dreyfus 1994 - 1999
Cowen and Company 1993 - 1994
Merrill Lynch 1989 - 1991
Paine Webber 1985 - 1989
Skills
Corporate Finance, Finance, Capital Markets, Banking, Mutual Funds, Forecasting, Treasury Management, Accounting, Due Diligence, Analysis, Risk Management, Capital Structure, Financial Institutions, Liquidity Management, Cash Management, Research, Auditing, Financial Accounting, Asset Management, Leadership, Loans, Budgets, Financial Systems, Management, Investment Banking, Financial Reporting, Strategic Planning, Public Speaking, Treasury, Project Management, Product Marketing, Process Improvement, Integration, Business Planning, Financial Analysis, Corporate Governance
Education
Penn State University
BS, Honors Accounting
University of Pennsylvania - The Wharton School
MBA, Corporate Finance
Westminster Theological Seminary
MAR, Urban Missions
FINRA October 2010 - Present
Norman Technologies August 2010 - October 2010
The King's College September 2009 - May 2010
Bernstein Research 2004 - 2010
Sole Proprietorship 2003 - 2006
Culpepper & Associates 2001 - 2002
Dreyfus 1994 - 1999
Cowen and Company 1993 - 1994
Merrill Lynch 1989 - 1991
Paine Webber 1985 - 1989
Skills
Corporate Finance, Finance, Capital Markets, Banking, Mutual Funds, Forecasting, Treasury Management, Accounting, Due Diligence, Analysis, Risk Management, Capital Structure, Financial Institutions, Liquidity Management, Cash Management, Research, Auditing, Financial Accounting, Asset Management, Leadership, Loans, Budgets, Financial Systems, Management, Investment Banking, Financial Reporting, Strategic Planning, Public Speaking, Treasury, Project Management, Product Marketing, Process Improvement, Integration, Business Planning, Financial Analysis, Corporate Governance
Education
Penn State University
BS, Honors Accounting
University of Pennsylvania - The Wharton School
MBA, Corporate Finance
Westminster Theological Seminary
MAR, Urban Missions
Suzanne Jessup's Cowen and Company Experience 1997 - 1999
Job Executive Assistant @ Rothschild Inv Co
Industry Financial Services
Experience
Rothschild Investment Corporation June 2004 - Present
Morgan Stanley Smith Barney 1999 - 2004
Cowen and Company 1997 - 1999
ABN AMRO Clearing Chicago LLC 1994 - 1997
Dreher Advisory Services, PLLC 1987 - 1994
Skills
New Business Development, Sales, Investments, Equities, Series 7, Trading, Social Media, Securities, Microsoft Office, Management, Financial Services
Education
Indiana University Bloomington
Rothschild Investment Corporation June 2004 - Present
Morgan Stanley Smith Barney 1999 - 2004
Cowen and Company 1997 - 1999
ABN AMRO Clearing Chicago LLC 1994 - 1997
Dreher Advisory Services, PLLC 1987 - 1994
Skills
New Business Development, Sales, Investments, Equities, Series 7, Trading, Social Media, Securities, Microsoft Office, Management, Financial Services
Education
Indiana University Bloomington
Phil Nourie's Cowen and Company Experience 1995 - 1997
Job CEO & Chief Marketing Officer / Nourie Group, LLC
Industry Marketing and Advertising
Experience
Nourie Group, LLC June 2014 - Present
Stanton 2011 - June 2014
Nourie Johnson Communications 2008 - 2011
Financial Relations Board 2007 - 2008
Nourie Public Relations 2001 - 2007
Shea Communications 2000 - 2001
Rubenstein Associates 1999 - 2000
Ruder Finn 1998 - 1999
Citigate Dewe Rogerson 1997 - 1998
Cowen and Company 1995 - 1997
Skills
Non-profits, Marketing Strategy, Marketing, Strategy, Integrated Marketing, Nonprofits, Public Relations, Marketing Communications, Social Media Marketing, Start-ups, Blogging, Business Development, Management, Entrepreneurship, Sales, Advertising, Leadership, Corporate Communications, Crisis Communications, New Business Development, Digital Strategy
Education
Columbia University 1992 — 1993
Post-Graduate Sports Journalism Fellowship, Sports Journalism and Administration
Lebanon Valley College 1988 — 1992
BA, English
Nourie Group, LLC June 2014 - Present
Stanton 2011 - June 2014
Nourie Johnson Communications 2008 - 2011
Financial Relations Board 2007 - 2008
Nourie Public Relations 2001 - 2007
Shea Communications 2000 - 2001
Rubenstein Associates 1999 - 2000
Ruder Finn 1998 - 1999
Citigate Dewe Rogerson 1997 - 1998
Cowen and Company 1995 - 1997
Skills
Non-profits, Marketing Strategy, Marketing, Strategy, Integrated Marketing, Nonprofits, Public Relations, Marketing Communications, Social Media Marketing, Start-ups, Blogging, Business Development, Management, Entrepreneurship, Sales, Advertising, Leadership, Corporate Communications, Crisis Communications, New Business Development, Digital Strategy
Education
Columbia University 1992 — 1993
Post-Graduate Sports Journalism Fellowship, Sports Journalism and Administration
Lebanon Valley College 1988 — 1992
BA, English
Lucy Guo, CFA Lucy Guo, CFA's Cowen and Company Experience October 2012 - Present
Job Aerospace & Defense Equity Research at Cowen and Company
Industry Financial Services
Experience
Cowen and Company October 2012 - Present
RBC Capital Markets / Macquarie Capital (USA) July 2009 - December 2011
AllianceBernstein August 2007 - March 2009
Bear Stearns August 2004 - August 2007
Skills
Financial Modeling, Equities, Equity Research, Valuation, Investments, Bloomberg, Corporate Finance, Investment Banking, Financial Analysis, Private Equity, Capital Markets, Financial Reporting, Asset Management, Due Diligence, Portfolio Management, Sell Side, Equity Valuation, Emerging Markets, Hedge Funds, Proprietary commercial..., Aerospace & defense..., Corporate Access, Mentoring, Earnings Analysis, Coverage Initiation
Education
Ohio Wesleyan University 1997 — 2001
Bachelor of Arts, Major: Economics & Management; Minors: Math and Psychology
Cowen and Company October 2012 - Present
RBC Capital Markets / Macquarie Capital (USA) July 2009 - December 2011
AllianceBernstein August 2007 - March 2009
Bear Stearns August 2004 - August 2007
Skills
Financial Modeling, Equities, Equity Research, Valuation, Investments, Bloomberg, Corporate Finance, Investment Banking, Financial Analysis, Private Equity, Capital Markets, Financial Reporting, Asset Management, Due Diligence, Portfolio Management, Sell Side, Equity Valuation, Emerging Markets, Hedge Funds, Proprietary commercial..., Aerospace & defense..., Corporate Access, Mentoring, Earnings Analysis, Coverage Initiation
Education
Ohio Wesleyan University 1997 — 2001
Bachelor of Arts, Major: Economics & Management; Minors: Math and Psychology
Jeffrey Izsak Jeffrey Izsak's Cowen and Company Experience November 1994 - September 2000
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2005 - Present
Morgan Stanley September 2000 - May 2005
Cowen and Company November 1994 - September 2000
Skills
Retirement Planning, Asset Allocation, Series 7, Finance, Investments, Wealth Management, Retirement, Investment Banking, Series 63, Financial Modeling, Corporate Finance
Education
Pace University 1980 — 1983
Bachelor of Business Administration (BBA), Marketing
College Of Staten Island 1977 — 1980
Associate's degree, Marketing
Wells Fargo Advisors, LLC May 2005 - Present
Morgan Stanley September 2000 - May 2005
Cowen and Company November 1994 - September 2000
Skills
Retirement Planning, Asset Allocation, Series 7, Finance, Investments, Wealth Management, Retirement, Investment Banking, Series 63, Financial Modeling, Corporate Finance
Education
Pace University 1980 — 1983
Bachelor of Business Administration (BBA), Marketing
College Of Staten Island 1977 — 1980
Associate's degree, Marketing
James Parisi James Parisi's Cowen and Company Experience February 1996 - April 1999
Job Proprietor of Xavier Wine Company
Industry Wine and Spirits
Experience
Xavier Wine Company March 2013 - Present
Newedge USA, LLC June 2011 - October 2012
Spectron Energy Inc July 2007 - May 2011
TFS February 2000 - May 2007
Cantor Fitzgerald April 1999 - February 2000
Cowen and Company February 1996 - April 1999
Skills
Commodity Markets, Commodity, Trading, Hedging, Derivatives, Natural Gas, Energy Markets, Swaps, Proprietary Trading, Trading Systems, Energy, Risk Management, Commodity Risk..., Fixed Income, Valuation, Hedge Funds, Trading Strategies, Financial Markets, Electronic Trading, Financial Modeling
Education
Lynchburg College 1986 — 1990
BA, Economics
Lynchburg College 1986 — 1990
Bachelor of Arts (B.A.), Economics
Xavier Wine Company March 2013 - Present
Newedge USA, LLC June 2011 - October 2012
Spectron Energy Inc July 2007 - May 2011
TFS February 2000 - May 2007
Cantor Fitzgerald April 1999 - February 2000
Cowen and Company February 1996 - April 1999
Skills
Commodity Markets, Commodity, Trading, Hedging, Derivatives, Natural Gas, Energy Markets, Swaps, Proprietary Trading, Trading Systems, Energy, Risk Management, Commodity Risk..., Fixed Income, Valuation, Hedge Funds, Trading Strategies, Financial Markets, Electronic Trading, Financial Modeling
Education
Lynchburg College 1986 — 1990
BA, Economics
Lynchburg College 1986 — 1990
Bachelor of Arts (B.A.), Economics
Amanda Pettengill Amanda Pettengill's Cowen and Company Experience June 2008 - August 2008
Job Director of Client Relations at Motus, LLC
Industry Information Technology and Services
Experience
Motus, LLC August 2014 - Present
Corporate Reimbursement Services January 2014 - August 2014
Corporate Reimbursement Services June 2012 - January 2014
Corporate Reimbursement Services October 2010 - May 2012
Corporate Reimbursement Services July 2010 - October 2010
Harrison & Shriftman October 2009 - April 2010
Cowen and Company June 2008 - August 2008
Skills
Outlook, PowerPoint, Business Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Project Management, Salesforce.com, Account Management, Research, Customer Service, Social Networking, Leadership
Education
Mount Holyoke College 2005 — 2009
B.A., English, Economics
Motus, LLC August 2014 - Present
Corporate Reimbursement Services January 2014 - August 2014
Corporate Reimbursement Services June 2012 - January 2014
Corporate Reimbursement Services October 2010 - May 2012
Corporate Reimbursement Services July 2010 - October 2010
Harrison & Shriftman October 2009 - April 2010
Cowen and Company June 2008 - August 2008
Skills
Outlook, PowerPoint, Business Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Project Management, Salesforce.com, Account Management, Research, Customer Service, Social Networking, Leadership
Education
Mount Holyoke College 2005 — 2009
B.A., English, Economics
Tanisha M. Mitchell Tanisha M. Mitchell's Cowen and Company Experience January 2004 - May 2008
Job Administrative Assistant III at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - Present
Morgan Stanley October 2014 - June 2015
BNY Mellon May 2008 - September 2014
BNY Mellon May 2008 - September 2014
Cowen and Company January 2004 - May 2008
Skills
Lotus Notes, Outlook, PeopleSoft, Administrative..., Microsoft Excel, Visio, Microsoft Word, PowerPoint, Access, Microsoft Office, Data Analysis, Data Entry, Process Improvement, Leadership, Accounting, Administrative..., Financial Analysis, Risk Management, Management
Education
Long Island University, Brooklyn Campus 1998 — 2002
Bachelor, Media arts
Morris College 1997 — 1998
Communication and Media Studies
Norman Thomas High School 1993 — 1997
Diploma, Marketing
Bank of America Merrill Lynch June 2015 - Present
Morgan Stanley October 2014 - June 2015
BNY Mellon May 2008 - September 2014
BNY Mellon May 2008 - September 2014
Cowen and Company January 2004 - May 2008
Skills
Lotus Notes, Outlook, PeopleSoft, Administrative..., Microsoft Excel, Visio, Microsoft Word, PowerPoint, Access, Microsoft Office, Data Analysis, Data Entry, Process Improvement, Leadership, Accounting, Administrative..., Financial Analysis, Risk Management, Management
Education
Long Island University, Brooklyn Campus 1998 — 2002
Bachelor, Media arts
Morris College 1997 — 1998
Communication and Media Studies
Norman Thomas High School 1993 — 1997
Diploma, Marketing
Jena Iannucci's Cowen and Company Experience June 2008 - June 2010
Job Transformational Program Manager at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters June 2014 - Present
Thomson Reuters April 2012 - June 2014
Thomson Reuters September 2010 - April 2012
Cowen and Company June 2008 - June 2010
Skills
Business Analysis, Strategy, Mergers & Acquisitions, Business Planning, Analysis, Financial Modeling, Financial Analysis, Valuation, Project Management, Investment Banking, Business Development, Equities, Consulting, Financial Markets
Education
Mount Holyoke College
Bachelor of Arts (B.A.)
Wagner College
Bachelor of Arts Candidate (transferred out)
Thomson Reuters June 2014 - Present
Thomson Reuters April 2012 - June 2014
Thomson Reuters September 2010 - April 2012
Cowen and Company June 2008 - June 2010
Skills
Business Analysis, Strategy, Mergers & Acquisitions, Business Planning, Analysis, Financial Modeling, Financial Analysis, Valuation, Project Management, Investment Banking, Business Development, Equities, Consulting, Financial Markets
Education
Mount Holyoke College
Bachelor of Arts (B.A.)
Wagner College
Bachelor of Arts Candidate (transferred out)
Steven Vigilante Steven Vigilante's Cowen and Company Experience July 2014 - February 2015
Job Business Development Analyst at CircleUp
Industry Financial Services
Experience
CircleUp February 2015 - Present
Cowen and Company July 2014 - February 2015
Deloitte Consulting August 2013 - June 2014
Nittany Lion Fund, LLC May 2011 - December 2012
The Pink Zone at Penn State September 2010 - December 2012
Morgan Stanley June 2012 - August 2012
Skills
Investments, Equities, Fixed Income, Mutual Funds, Trading, Data Analysis, Recruiting, Corporate Finance, Philanthropy, Microsoft Excel, Bloomberg, Building Relationships, Sales, Financial Reporting, Microsoft Office, Data Entry, Community Service, PowerPoint, Entrepreneurship, Social Entrepreneurship, Consumer Products, Multi-channel Retail, Venture Capital, Angel Investing, Startup Development, Crowdfunding, Financial Analysis, Financial Modeling, Microsoft Word, Leadership
Education
Penn State University 2009 — 2013
Bachelor of Science, Summa Cum Laude, Finance, Economics Minor
CircleUp February 2015 - Present
Cowen and Company July 2014 - February 2015
Deloitte Consulting August 2013 - June 2014
Nittany Lion Fund, LLC May 2011 - December 2012
The Pink Zone at Penn State September 2010 - December 2012
Morgan Stanley June 2012 - August 2012
Skills
Investments, Equities, Fixed Income, Mutual Funds, Trading, Data Analysis, Recruiting, Corporate Finance, Philanthropy, Microsoft Excel, Bloomberg, Building Relationships, Sales, Financial Reporting, Microsoft Office, Data Entry, Community Service, PowerPoint, Entrepreneurship, Social Entrepreneurship, Consumer Products, Multi-channel Retail, Venture Capital, Angel Investing, Startup Development, Crowdfunding, Financial Analysis, Financial Modeling, Microsoft Word, Leadership
Education
Penn State University 2009 — 2013
Bachelor of Science, Summa Cum Laude, Finance, Economics Minor
Raphael Salgado Raphael Salgado's Cowen and Company Experience July 2006 - July 2011
Job Technical Specialist III at Shearman & Sterling LLP
Industry Legal Services
Experience
Shearman & Sterling LLP April 2012 - Present
Jefferies & Company July 2011 - April 2012
Cowen and Company July 2006 - July 2011
Forest Laboratories, Inc April 2005 - June 2006
Forest Laboratories, Inc April 2002 - April 2005
Data-Com Telecommunications December 2001 - March 2002
Andover Brokerage LLC May 2000 - October 2001
CompUSA October 1996 - November 2000
KPMG LLP March 1998 - May 2000
Computer City August 1995 - April 1996
Skills
Blackberry Enterprise..., Troubleshooting, Security, Active Directory, Servers, Microsoft Exchange, Network Administration, XP, System Administration, Technical Support, Computer Hardware, Desktop Administration, VPN, Customer Support, SharePoint, VMware, Windows XP, Software Documentation, Hardware, Cisco Technologies, Networking
Education
Ramapo College of New Jersey 1992 — 1996
(in progress), Computer Information Systems
State University of New York at Rockland 1990 — 1992
Associate Degree Attained the Associate's Degree, Liberal Arts and Sciences, Dean's Honor List, 3.14
Nyack High School 1987 — 1990
High School Diploma, General Studies with focus on Computers and Music, High Honors
Shearman & Sterling LLP April 2012 - Present
Jefferies & Company July 2011 - April 2012
Cowen and Company July 2006 - July 2011
Forest Laboratories, Inc April 2005 - June 2006
Forest Laboratories, Inc April 2002 - April 2005
Data-Com Telecommunications December 2001 - March 2002
Andover Brokerage LLC May 2000 - October 2001
CompUSA October 1996 - November 2000
KPMG LLP March 1998 - May 2000
Computer City August 1995 - April 1996
Skills
Blackberry Enterprise..., Troubleshooting, Security, Active Directory, Servers, Microsoft Exchange, Network Administration, XP, System Administration, Technical Support, Computer Hardware, Desktop Administration, VPN, Customer Support, SharePoint, VMware, Windows XP, Software Documentation, Hardware, Cisco Technologies, Networking
Education
Ramapo College of New Jersey 1992 — 1996
(in progress), Computer Information Systems
State University of New York at Rockland 1990 — 1992
Associate Degree Attained the Associate's Degree, Liberal Arts and Sciences, Dean's Honor List, 3.14
Nyack High School 1987 — 1990
High School Diploma, General Studies with focus on Computers and Music, High Honors
Stephen Boyd, CFA Stephen Boyd, CFA's Cowen and Company Experience November 2009 - November 2012
Job Director REITs at Fitch Ratings
Industry Financial Services
Experience
Fitch Ratings November 2012 - Present
Cowen and Company November 2009 - November 2012
Polen Capital Management July 2008 - January 2009
Osprey Partners Investment Management June 2002 - June 2008
Prudential Securities, LLC December 2000 - June 2002
Value Line Publishing 1999 - 2000
Skills
REITs, Equities, Equity Research, Valuation, Financial Modeling, Financial Analysis, Due Diligence, Bloomberg, Investment Management, Portfolio Management, Real Estate Economics, FactSet, Series 7, Series 63, Series 86, Series 87
Education
New York University 2010 — 2014
Masters of Science in Real Estate, Real Estate Finance
College of Charleston 1995 — 1999
Bachelor of Arts (B.A.), Business Administration
Fitch Ratings November 2012 - Present
Cowen and Company November 2009 - November 2012
Polen Capital Management July 2008 - January 2009
Osprey Partners Investment Management June 2002 - June 2008
Prudential Securities, LLC December 2000 - June 2002
Value Line Publishing 1999 - 2000
Skills
REITs, Equities, Equity Research, Valuation, Financial Modeling, Financial Analysis, Due Diligence, Bloomberg, Investment Management, Portfolio Management, Real Estate Economics, FactSet, Series 7, Series 63, Series 86, Series 87
Education
New York University 2010 — 2014
Masters of Science in Real Estate, Real Estate Finance
College of Charleston 1995 — 1999
Bachelor of Arts (B.A.), Business Administration
Jason Mueller Jason Mueller's Cowen and Company Experience March 2011 - June 2013
Job Director Product Strategy at Kabam
Industry Investment Banking
Experience
Kabam July 2013 - Present
Cowen and Company March 2011 - June 2013
Cowen and Company August 2009 - August 2010
Cowen Latitude Asia March 2004 - July 2009
Chinadotcom June 2003 - October 2003
24/7 Media Asia / Chinadotcom Corporation September 1999 - October 2001
Braxton Associates August 1995 - August 1999
Skills
Mergers & Acquisitions, Strategy, Business Strategy, Valuation, Investment Banking, Private Equity, Mergers, Investments, Financial Analysis, Business Planning, Capital Markets, Corporate Development, Equity Research, Negotiation, Product Management, Management Consulting, Start-ups, Financial Modeling, Corporate Finance, Free to Play, Video Games, Game Mechanics, Mobile Games, Mobile Internet
Education
Massachusetts Institute of Technology 1991 — 1995
BS
Kabam July 2013 - Present
Cowen and Company March 2011 - June 2013
Cowen and Company August 2009 - August 2010
Cowen Latitude Asia March 2004 - July 2009
Chinadotcom June 2003 - October 2003
24/7 Media Asia / Chinadotcom Corporation September 1999 - October 2001
Braxton Associates August 1995 - August 1999
Skills
Mergers & Acquisitions, Strategy, Business Strategy, Valuation, Investment Banking, Private Equity, Mergers, Investments, Financial Analysis, Business Planning, Capital Markets, Corporate Development, Equity Research, Negotiation, Product Management, Management Consulting, Start-ups, Financial Modeling, Corporate Finance, Free to Play, Video Games, Game Mechanics, Mobile Games, Mobile Internet
Education
Massachusetts Institute of Technology 1991 — 1995
BS
Christy Nolan Christy Nolan's Cowen and Company Experience January 1999 - Present
Job Managing Director, Conference Dept. at Cowen and Company
Industry Financial Services
Experience
Cowen and Company January 1999 - Present
The Gillette Company March 1996 - December 1998
Sheraton Boston April 1994 - March 1996
InterContinental Mark Hopkins San Francisco October 1992 - April 1994
Skills
Sales, Strategy, Strategic Partnerships, Investments, Strategic Planning, Budgets, Marketing Communications, Marketing Strategy, Customer Service, Leadership, Account Management, New Business Development, Negotiation, Market Research, Finance, Public Relations, Financial Analysis, Sales Management, Program Management, Social Media Marketing, Salesforce.com, Competitive Analysis, Hotels
Education
UMass Amherst 1985 — 1988
Bachelor of Science, Hotel, Restaurant and Travel Administration
Penn State University 1984 — 1985
Cowen and Company January 1999 - Present
The Gillette Company March 1996 - December 1998
Sheraton Boston April 1994 - March 1996
InterContinental Mark Hopkins San Francisco October 1992 - April 1994
Skills
Sales, Strategy, Strategic Partnerships, Investments, Strategic Planning, Budgets, Marketing Communications, Marketing Strategy, Customer Service, Leadership, Account Management, New Business Development, Negotiation, Market Research, Finance, Public Relations, Financial Analysis, Sales Management, Program Management, Social Media Marketing, Salesforce.com, Competitive Analysis, Hotels
Education
UMass Amherst 1985 — 1988
Bachelor of Science, Hotel, Restaurant and Travel Administration
Penn State University 1984 — 1985
Scott Bauer Scott Bauer's Cowen and Company Experience October 2012 - Present
Job Director Electronic/Program Sales at Cowen
Industry Financial Services
Experience
Cowen and Company October 2012 - Present
Nomura Securities June 2010 - October 2012
ITG, Vice President Portfolio Trading September 2007 - June 2010
LaBranche June 2006 - August 2007
Jefferies & Company 2001 - 2006
Goldman Sachs 2000 - 2001
Morgan Stanley 1998 - 2000
Thomson Reuters January 1996 - May 1998
Skills
SQL, Databases, Unix, Application Servers, JavaScript, TCP/IP, Lotus Notes, Excel, Series 7, Series 63
Education
New York University 1997 — 1998
Ramapo College of New Jersey 1991 — 1995
BS, Economics
Cowen and Company October 2012 - Present
Nomura Securities June 2010 - October 2012
ITG, Vice President Portfolio Trading September 2007 - June 2010
LaBranche June 2006 - August 2007
Jefferies & Company 2001 - 2006
Goldman Sachs 2000 - 2001
Morgan Stanley 1998 - 2000
Thomson Reuters January 1996 - May 1998
Skills
SQL, Databases, Unix, Application Servers, JavaScript, TCP/IP, Lotus Notes, Excel, Series 7, Series 63
Education
New York University 1997 — 1998
Ramapo College of New Jersey 1991 — 1995
BS, Economics
Melissa Del Rio Melissa Del Rio's Cowen and Company Experience August 2006 - November 2014
Job Control Room at Cowen Group, Inc.
Industry Investment Banking
Experience
Cowen Group, Inc. November 2014 - Present
Cowen and Company August 2006 - November 2014
Skills
Equity Research, Valuation, Investment Banking, Equities, Venture Capital, Private Equity, Finance
Education
Queens College 2007 — 2012
Master's degree, Elementary Education and Teaching
Stony Brook University 2001 — 2005
Bachelor of Arts (B.A.), Psychology
Cowen Group, Inc. November 2014 - Present
Cowen and Company August 2006 - November 2014
Skills
Equity Research, Valuation, Investment Banking, Equities, Venture Capital, Private Equity, Finance
Education
Queens College 2007 — 2012
Master's degree, Elementary Education and Teaching
Stony Brook University 2001 — 2005
Bachelor of Arts (B.A.), Psychology
John Mottes's Cowen and Company Experience September 1990 - March 2011
Job Managing Director Head Of Sales & Electronic Trading MISMI
Industry Investment Banking
Experience
Mismi Inc September 2011 - Present
Cowen and Company September 1990 - March 2011
Cowen & Co September 1990 - March 2011
Skills
Equity Trading, Algorithmic Trading, Trading, Series 7, Electronic Trading, Series 63, Equities, Bloomberg, Trading Technology, Securities, Smart Order Routing, Trading Strategies, Traders, Series 24, Sell Side, Trade Execution, Order Routing, Financial Markets, Investments, Sales Management, Trading System, Market Structure, Risk Management, Capital Markets, Market Making, Options, Alternative Investments, Trading Systems, ETFs, Routing, Derivatives, Hedging, FINRA, Fixed Income, Proprietary Trading, Emerging Markets, Equity Derivatives, Equity Research, Prime Brokerage, Hedge Funds
Education
Niagara University 1986 — 1990
Bachelor of Science Degree, Business Administration (Marketing)
Red Bank Catholic High School 1982 — 1986
Mismi Inc September 2011 - Present
Cowen and Company September 1990 - March 2011
Cowen & Co September 1990 - March 2011
Skills
Equity Trading, Algorithmic Trading, Trading, Series 7, Electronic Trading, Series 63, Equities, Bloomberg, Trading Technology, Securities, Smart Order Routing, Trading Strategies, Traders, Series 24, Sell Side, Trade Execution, Order Routing, Financial Markets, Investments, Sales Management, Trading System, Market Structure, Risk Management, Capital Markets, Market Making, Options, Alternative Investments, Trading Systems, ETFs, Routing, Derivatives, Hedging, FINRA, Fixed Income, Proprietary Trading, Emerging Markets, Equity Derivatives, Equity Research, Prime Brokerage, Hedge Funds
Education
Niagara University 1986 — 1990
Bachelor of Science Degree, Business Administration (Marketing)
Red Bank Catholic High School 1982 — 1986
Victoria Sherb Victoria Sherb's Cowen and Company Experience January 2012 - August 2013
Job Benefits Specialist at Northwestern University
Industry Human Resources
Experience
Northwestern University October 2013 - Present
Cowen and Company January 2012 - August 2013
Cowen and Company June 2011 - January 2012
ECRM May 2010 - June 2011
Miami University September 2006 - January 2009
Highwire Brand Studio (Laws Hall and Associates) May 2008 - June 2008
Skills
Market Research, Human Resources, Management, Program Management, Marketing, Leadership, Project Planning, Customer Service, Advertising, Microsoft Office
Education
Northwestern University 2014 — 2016
Master’s Degree, Communications
Miami University 2005 — 2009
BSB, Marketing
Austintown Fitch 2001 — 2005
High School
Northwestern University October 2013 - Present
Cowen and Company January 2012 - August 2013
Cowen and Company June 2011 - January 2012
ECRM May 2010 - June 2011
Miami University September 2006 - January 2009
Highwire Brand Studio (Laws Hall and Associates) May 2008 - June 2008
Skills
Market Research, Human Resources, Management, Program Management, Marketing, Leadership, Project Planning, Customer Service, Advertising, Microsoft Office
Education
Northwestern University 2014 — 2016
Master’s Degree, Communications
Miami University 2005 — 2009
BSB, Marketing
Austintown Fitch 2001 — 2005
High School
Kristen Frederick Kristen Frederick's Cowen and Company Experience January 2006 - January 2007
Job Chief Financial Officer
Industry
Experience
Torreya Partners 2007 - Present
Cowen and Company January 2006 - January 2007
Merrill Lynch November 2004 - December 2006
Skills
Mergers, Corporate Finance, Marketing, Business Strategy, Due Diligence, Finance, Financial Analysis, Investment Banking, Mergers, Start-ups, Strategic Planning, Private Equity, Venture Capital, Valuation, Mergers & Acquisitions, Strategic Financial...
Education
Pace University-New York 2010 — 2012
Master of Business Administration (MBA)
University of Delaware 1999 — 2003
Bachelor of Science (BS), Marketing
Torreya Partners 2007 - Present
Cowen and Company January 2006 - January 2007
Merrill Lynch November 2004 - December 2006
Skills
Mergers, Corporate Finance, Marketing, Business Strategy, Due Diligence, Finance, Financial Analysis, Investment Banking, Mergers, Start-ups, Strategic Planning, Private Equity, Venture Capital, Valuation, Mergers & Acquisitions, Strategic Financial...
Education
Pace University-New York 2010 — 2012
Master of Business Administration (MBA)
University of Delaware 1999 — 2003
Bachelor of Science (BS), Marketing
Jeff Becker Jeff Becker's Cowen and Company Experience 1994 - 1998
Job Managing Director, CoHead of Technology Investment Banking at Jordan, Edmiston Group
Industry Investment Banking
Experience
Jordan Edmiston Group October 2014 - Present
America's Growth Capital October 2010 - September 2014
JMP Securities February 2006 - September 2010
ThinkEquity Partners 2004 - 2006
RBC Capital Markets 2001 - 2003
Robertson Stephens 1998 - 2001
Cowen and Company 1994 - 1998
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance & Accounting
Lehigh University - College of Business and Economics 1986 — 1990
B.S., Finance
Jordan Edmiston Group October 2014 - Present
America's Growth Capital October 2010 - September 2014
JMP Securities February 2006 - September 2010
ThinkEquity Partners 2004 - 2006
RBC Capital Markets 2001 - 2003
Robertson Stephens 1998 - 2001
Cowen and Company 1994 - 1998
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance & Accounting
Lehigh University - College of Business and Economics 1986 — 1990
B.S., Finance
Derek DeBenedetto Derek DeBenedetto's Cowen and Company Experience July 2015 - Present
Job Investment Banking Analyst at Cowen and Company
Industry Financial Services
Experience
Cowen and Company July 2015 - Present
Cowen and Company June 2014 - August 2014
ConvergEx Group June 2013 - August 2013
ABB June 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Finance
Education
Penn State University 2010 — 2015
Bachelor of Science, Finance and Accounting, Master of Accounting (MAcc), Smeal College of Business
Holy Ghost Preparatory School 2006 — 2010
Cowen and Company July 2015 - Present
Cowen and Company June 2014 - August 2014
ConvergEx Group June 2013 - August 2013
ABB June 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Finance
Education
Penn State University 2010 — 2015
Bachelor of Science, Finance and Accounting, Master of Accounting (MAcc), Smeal College of Business
Holy Ghost Preparatory School 2006 — 2010
Christopher Gioia Christopher Gioia's Cowen and Company Experience November 2009 - July 2011
Job Associate at Ramius, LLC
Industry Investment Management
Experience
Ramius Capital Group January 2012 - Present
Ramius Capital Group July 2011 - December 2011
Cowen and Company November 2009 - July 2011
Majestic Research June 2009 - October 2009
William D. Witter, Inc. June 2008 - August 2008
Education
Princeton University 2005 — 2009
Montgomery Bell Academy 1999 — 2005
Ramius Capital Group January 2012 - Present
Ramius Capital Group July 2011 - December 2011
Cowen and Company November 2009 - July 2011
Majestic Research June 2009 - October 2009
William D. Witter, Inc. June 2008 - August 2008
Education
Princeton University 2005 — 2009
Montgomery Bell Academy 1999 — 2005
Tanner Strunk Tanner Strunk's Cowen and Company Experience January 2014 - Present
Job Equity Research Associate at Cowen and Company
Industry Financial Services
Experience
Cowen and Company January 2014 - Present
UBS Investment Bank November 2013 - January 2014
Dahlman Rose & Co. June 2012 - August 2012
NextEra Energy Resources May 2011 - July 2011
NextEra Energy Resources May 2009 - July 2009
Florida Power & Light May 2008 - July 2008
Skills
Microsoft Office, Bloomberg Terminal, Blue Matrix, Analysis, Investments, Valuation, Management, Portfolio Management, Finance, Trading, Marketing, Asset Management, Energy, Sales, Investment Banking, Due Diligence
Education
Rensselaer Polytechnic Institute 2012 — 2013
Master of Science (M.S.), Financial Engineering and Risk Analytics
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2010 — 2012
B.S., Business management, 3.21
Northeastern University 2008 — 2010
Business Administration
benjamin
Cowen and Company January 2014 - Present
UBS Investment Bank November 2013 - January 2014
Dahlman Rose & Co. June 2012 - August 2012
NextEra Energy Resources May 2011 - July 2011
NextEra Energy Resources May 2009 - July 2009
Florida Power & Light May 2008 - July 2008
Skills
Microsoft Office, Bloomberg Terminal, Blue Matrix, Analysis, Investments, Valuation, Management, Portfolio Management, Finance, Trading, Marketing, Asset Management, Energy, Sales, Investment Banking, Due Diligence
Education
Rensselaer Polytechnic Institute 2012 — 2013
Master of Science (M.S.), Financial Engineering and Risk Analytics
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2010 — 2012
B.S., Business management, 3.21
Northeastern University 2008 — 2010
Business Administration
benjamin
Jignesh Vakharia Jignesh Vakharia's Cowen and Company Experience 2012 - 2014
Job Corporate Development: M&A and Investments
Industry Financial Services
Experience
Autodesk October 2014 - Present
Cowen and Company 2012 - 2014
Merrill Lynch 2008 - 2011
Accenture 2000 - 2006
Education
Northwestern University - Kellogg School of Management 2007 — 2009
M.B.A., Finance, Management and Strategy
University of California, Berkeley
Bachelor of Arts (B.A.)
Autodesk October 2014 - Present
Cowen and Company 2012 - 2014
Merrill Lynch 2008 - 2011
Accenture 2000 - 2006
Education
Northwestern University - Kellogg School of Management 2007 — 2009
M.B.A., Finance, Management and Strategy
University of California, Berkeley
Bachelor of Arts (B.A.)
Joe del Callar's Cowen and Company Experience January 2007 - June 2014
Job
Industry Research
Experience
BlackBerry July 2014 - Present
Cowen and Company January 2007 - June 2014
Merador March 2005 - December 2006
Oracle October 2001 - February 2005
Topica June 2001 - August 2001
Oracle Corporation July 1992 - September 1999
Oracle 1992 - 1994
Skills
Enterprise Software, SaaS, Business Intelligence, Cloud Computing, Analytics, Management, Strategy, Product Management, Entrepreneurship, Enterprise Architecture, Program Management, Databases, Oracle, Business Analysis, Start-ups, Strategic Planning, Strategic Partnerships, SDLC, Project Management, Competitive Analysis, Data Warehousing, Process Improvement, Equity Research, Investments, Financial Modeling, Consulting
Education
University of California, Berkeley - Walter A. Haas School of Business 1999 — 2001
MBA
Stanford University 1994 — 1998
MS
MIT 1988 — 1992
BS
Philippine Science High School 1984 — 1988
BlackBerry July 2014 - Present
Cowen and Company January 2007 - June 2014
Merador March 2005 - December 2006
Oracle October 2001 - February 2005
Topica June 2001 - August 2001
Oracle Corporation July 1992 - September 1999
Oracle 1992 - 1994
Skills
Enterprise Software, SaaS, Business Intelligence, Cloud Computing, Analytics, Management, Strategy, Product Management, Entrepreneurship, Enterprise Architecture, Program Management, Databases, Oracle, Business Analysis, Start-ups, Strategic Planning, Strategic Partnerships, SDLC, Project Management, Competitive Analysis, Data Warehousing, Process Improvement, Equity Research, Investments, Financial Modeling, Consulting
Education
University of California, Berkeley - Walter A. Haas School of Business 1999 — 2001
MBA
Stanford University 1994 — 1998
MS
MIT 1988 — 1992
BS
Philippine Science High School 1984 — 1988
Brigham Hyde, Ph.D.'s Cowen and Company Experience June 2009 - April 2011
Job Chief Data Officer at Decision Resources
Industry Biotechnology
Experience
Relay Technology Management, Inc. February 2013 - December 2013
Relay Technology Management, Inc. April 2011 - February 2013
Cowen and Company June 2009 - April 2011
Boston University Medical Center April 2009 - June 2009
Relay Technology Management, Inc. January 2008 - June 2009
Leerink Swann February 2008 - June 2008
Wolfe Laboratories, Inc. 2001 - 2004
WR Grace January 2000 - June 2000
Skills
Therapeutics, Technology Transfer, Chemistry, Biopharmaceuticals, Life Sciences, Investment Banking, Research, Start-ups, Science, Licensing, Analytics, Healthcare, Funding, Biotechnology, FDA, Financial Modeling, Excel, Clinical Trials, PowerPoint, Equity Research, Entrepreneurship, Data Analysis, Lifesciences, Laboratory, Product Development, Microsoft Excel, Cell, Biochemistry, Management, Pharmaceutical Industry, Strategy, Oncology
Education
Tufts University School of Medicine 2004 — 2009
Ph.D.
Northeastern University 1999 — 2004
BS
Stowe High School 1996 — 1999
Relay Technology Management, Inc. February 2013 - December 2013
Relay Technology Management, Inc. April 2011 - February 2013
Cowen and Company June 2009 - April 2011
Boston University Medical Center April 2009 - June 2009
Relay Technology Management, Inc. January 2008 - June 2009
Leerink Swann February 2008 - June 2008
Wolfe Laboratories, Inc. 2001 - 2004
WR Grace January 2000 - June 2000
Skills
Therapeutics, Technology Transfer, Chemistry, Biopharmaceuticals, Life Sciences, Investment Banking, Research, Start-ups, Science, Licensing, Analytics, Healthcare, Funding, Biotechnology, FDA, Financial Modeling, Excel, Clinical Trials, PowerPoint, Equity Research, Entrepreneurship, Data Analysis, Lifesciences, Laboratory, Product Development, Microsoft Excel, Cell, Biochemistry, Management, Pharmaceutical Industry, Strategy, Oncology
Education
Tufts University School of Medicine 2004 — 2009
Ph.D.
Northeastern University 1999 — 2004
BS
Stowe High School 1996 — 1999
Marilyn Gonzalez's Cowen and Company Experience November 2011 - January 2012
Job H.I.G. Capital
Industry Financial Services
Experience
HIG Capital LLC August 2015 - Present
AWAS February 2012 - July 2015
Cowen and Company November 2011 - January 2012
Oak Hill Advisors, L.P. May 2010 - November 2011
Oak Hill Capital December 2008 - May 2010
The Rohatyn Group May 2004 - December 2008
Skills
Employee Relations, Performance Management, Recruiting, Human Resources, HRIS, Onboarding, Deferred Compensation, Succession Planning, HR Policies, Personnel Management, Employee Benefits, Training, Interviews, Payroll, Management, Organizational..., Talent Management, Executive Search, Strategy, Team Management
Education
New York University 2008 — 2011
M.S, Human Resource Management and Development
HIG Capital LLC August 2015 - Present
AWAS February 2012 - July 2015
Cowen and Company November 2011 - January 2012
Oak Hill Advisors, L.P. May 2010 - November 2011
Oak Hill Capital December 2008 - May 2010
The Rohatyn Group May 2004 - December 2008
Skills
Employee Relations, Performance Management, Recruiting, Human Resources, HRIS, Onboarding, Deferred Compensation, Succession Planning, HR Policies, Personnel Management, Employee Benefits, Training, Interviews, Payroll, Management, Organizational..., Talent Management, Executive Search, Strategy, Team Management
Education
New York University 2008 — 2011
M.S, Human Resource Management and Development
BRIAN KIRN's Cowen and Company Experience 1993 - 1998
Job Director of Retail at Bona AB
Industry Consumer Goods
Experience
Bona AB 2013 - Present
Quali-Tech MFG 2009 - 2013
Behr Paint/Masco Coatings 2004 - 2008
Behr Paint/Masco Coatings 2000 - 2004
Behr Paint 1998 - 2000
Cowen and Company 1993 - 1998
Skills
Consensus Building, New Business Development, Business Strategy, Sales Management, Consumer Goods, International Sales, Marketing Strategy, Account Management, Retail Category..., Cross-functional Team..., People Development, People-oriented, Key Account Development, Problem Solving, Strategic Financial..., Product Development, Product Management, Consumer Products, Consumer Insight, Salesforce.com, Change Management, Continuous Improvement, Business Process..., Contract Negotiation, Product Marketing, Key Account Management, Pricing, Management, Business Development, Marketing, Strategic Planning, Sales Operations, Brand Management, Retail, Sales, Team Building, Competitive Analysis, Merchandising, Go-to-market Strategy, B2B, Analysis, Strategic Partnerships, Process Improvement, CRM
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2008
Master of Business Administration (M.B.A.)
Missouri State University 1989 — 1993
Bachelor of Science (B.S.), Finance and Financial Management Services
Bona AB 2013 - Present
Quali-Tech MFG 2009 - 2013
Behr Paint/Masco Coatings 2004 - 2008
Behr Paint/Masco Coatings 2000 - 2004
Behr Paint 1998 - 2000
Cowen and Company 1993 - 1998
Skills
Consensus Building, New Business Development, Business Strategy, Sales Management, Consumer Goods, International Sales, Marketing Strategy, Account Management, Retail Category..., Cross-functional Team..., People Development, People-oriented, Key Account Development, Problem Solving, Strategic Financial..., Product Development, Product Management, Consumer Products, Consumer Insight, Salesforce.com, Change Management, Continuous Improvement, Business Process..., Contract Negotiation, Product Marketing, Key Account Management, Pricing, Management, Business Development, Marketing, Strategic Planning, Sales Operations, Brand Management, Retail, Sales, Team Building, Competitive Analysis, Merchandising, Go-to-market Strategy, B2B, Analysis, Strategic Partnerships, Process Improvement, CRM
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2008
Master of Business Administration (M.B.A.)
Missouri State University 1989 — 1993
Bachelor of Science (B.S.), Finance and Financial Management Services
Frederic Boucher's Cowen and Company Experience July 2011 - Present
Job Director at Cowen and Company
Industry Financial Services
Experience
Cowen and Company July 2011 - Present
RBC Capital Markets 2007 - 2011
Natexis September 2005 - September 2007
Skills
Capital Markets, Equities, Bloomberg, Fixed Income, Financial Modeling, Derivatives, Valuation, Hedge Funds, Investment Banking, Portfolio Management, Asset Management, Financial Markets, Corporate Finance, Trading, Investments
Education
McGill University 1996 — 1997
MBA
Cowen and Company July 2011 - Present
RBC Capital Markets 2007 - 2011
Natexis September 2005 - September 2007
Skills
Capital Markets, Equities, Bloomberg, Fixed Income, Financial Modeling, Derivatives, Valuation, Hedge Funds, Investment Banking, Portfolio Management, Asset Management, Financial Markets, Corporate Finance, Trading, Investments
Education
McGill University 1996 — 1997
MBA
Chris Walling's Cowen and Company Experience March 2013 - Present
Job Oil and Gas E&P Analyst at Cowen and Company
Industry Financial Services
Experience
Cowen and Company March 2013 - Present
Dahlman Rose & Co. December 2010 - March 2013
Sidoti & Company, LLC September 2008 - December 2010
KPMG LLP. September 2005 - August 2008
Skills
Equity Research, Capital Markets
Education
Marist College 2001 — 2005
BA Accouting/Business Admin Finance
Cowen and Company March 2013 - Present
Dahlman Rose & Co. December 2010 - March 2013
Sidoti & Company, LLC September 2008 - December 2010
KPMG LLP. September 2005 - August 2008
Skills
Equity Research, Capital Markets
Education
Marist College 2001 — 2005
BA Accouting/Business Admin Finance
Vaughan Scott's Cowen and Company Experience September 2014 - Present
Job Vice President at Cowen and Company
Industry Oil & Energy
Experience
Cowen and Company September 2014 - Present
TPC Group August 2012 - September 2014
Oil & Gas Company (confidential) November 2012 - December 2012
Global Energy Capital LP February 2009 - June 2012
Lazard Freres & Co. July 2007 - February 2009
Skills
Valuation, Mergers, Corporate Finance, Financial Modeling, Financial Analysis, Business Planning, Investments, Economics, Mergers & Acquisitions, Private Equity, Energy, Investment Banking, Due Diligence, Risk Management, Business Valuation, LBO, Finance, DCF, Management, Strategy, Capital Markets, Project Planning, Project Finance, M&A experience, Corporate Development, Analysis, Divestitures, Equities, Natural Gas, Structured Finance
Education
Jones Graduate School of Business, Rice University 2005 — 2007
MBA, Finance
Cowen and Company September 2014 - Present
TPC Group August 2012 - September 2014
Oil & Gas Company (confidential) November 2012 - December 2012
Global Energy Capital LP February 2009 - June 2012
Lazard Freres & Co. July 2007 - February 2009
Skills
Valuation, Mergers, Corporate Finance, Financial Modeling, Financial Analysis, Business Planning, Investments, Economics, Mergers & Acquisitions, Private Equity, Energy, Investment Banking, Due Diligence, Risk Management, Business Valuation, LBO, Finance, DCF, Management, Strategy, Capital Markets, Project Planning, Project Finance, M&A experience, Corporate Development, Analysis, Divestitures, Equities, Natural Gas, Structured Finance
Education
Jones Graduate School of Business, Rice University 2005 — 2007
MBA, Finance
Patrick McKillop's Cowen and Company Experience 1994 - 2003
Job Director / Investor Relations at Transition Therapeutics (TTHINASDAQ)
Industry Biotechnology
Experience
Transition Therapeutics October 2014 - Present
Maxim Group October 2013 - October 2014
Summer Street Research Partners June 2010 - September 2013
Rodman&Renshaw June 2006 - March 2009
Summer Street Research Partners July 2003 - June 2006
Cowen and Company 1994 - 2003
Skills
Healthcare, Biotechnology, Equity Valuation, Financial Markets, Competitive Intelligence, Investments, Medical Devices, Clinical Trials, Business Development, Analysis, Leadership, Due Diligence, Research, Lifesciences, Competitive Analysis, Market Research, Pharmaceutical Industry, Finance, Options, Private Placements, IPO, Trading Strategies, Life Sciences, New Business Development, Hedge Funds, Capital Markets
Education
Northeastern University 1990 — 1995
BS, Finance
Transition Therapeutics October 2014 - Present
Maxim Group October 2013 - October 2014
Summer Street Research Partners June 2010 - September 2013
Rodman&Renshaw June 2006 - March 2009
Summer Street Research Partners July 2003 - June 2006
Cowen and Company 1994 - 2003
Skills
Healthcare, Biotechnology, Equity Valuation, Financial Markets, Competitive Intelligence, Investments, Medical Devices, Clinical Trials, Business Development, Analysis, Leadership, Due Diligence, Research, Lifesciences, Competitive Analysis, Market Research, Pharmaceutical Industry, Finance, Options, Private Placements, IPO, Trading Strategies, Life Sciences, New Business Development, Hedge Funds, Capital Markets
Education
Northeastern University 1990 — 1995
BS, Finance
Eugene Peysakh's Cowen and Company Experience December 2003 - June 2006
Job
Industry Financial Services
Experience
Northwestern Mutual December 2013 - Present
Traxis Partners May 2013 - November 2013
Traxis Partners September 2012 - November 2012
Stifel Nicolaus Weisel February 2010 - February 2012
Sivik Global Healthcare April 2007 - December 2008
Cowen and Company December 2003 - June 2006
Bates May 2001 - August 2002
MarketingInfo.com July 2000 - February 2001
Education
University of Virginia 1996 — 2000
BS Commerce
Pace University - Lubin School of Business 2013 — 2016
Master's Degree
John Jay High School
Fox Lane Middle School
Northwestern Mutual December 2013 - Present
Traxis Partners May 2013 - November 2013
Traxis Partners September 2012 - November 2012
Stifel Nicolaus Weisel February 2010 - February 2012
Sivik Global Healthcare April 2007 - December 2008
Cowen and Company December 2003 - June 2006
Bates May 2001 - August 2002
MarketingInfo.com July 2000 - February 2001
Education
University of Virginia 1996 — 2000
BS Commerce
Pace University - Lubin School of Business 2013 — 2016
Master's Degree
John Jay High School
Fox Lane Middle School
Angelica Del Busto-Rodriguez's Cowen and Company Experience December 2010 - October 2012
Job Vice President at Cowen and Company
Industry Financial Services
Experience
Cowen and Company December 2010 - October 2012
Cowen and Company December 2009 - December 2010
Cowen and Company January 2007 - December 2009
Cowen and Company February 2006 - January 2007
NBC Universal 2001 - 2005
UPN 2000 - 2001
Skills
Equities, Securities, Series 24, Investment Banking, Options, Series 7, Series 63, Due Diligence, Hedge Funds, Trading Systems, Risk Management, Financial Markets, Capital Markets, Asset Management, Fixed Income, Alternative Investments, AML, FINRA
Education
Montclair State University 1996 — 2000
Bachelor of Arts, Communications
Weehawken High School
Cowen and Company December 2010 - October 2012
Cowen and Company December 2009 - December 2010
Cowen and Company January 2007 - December 2009
Cowen and Company February 2006 - January 2007
NBC Universal 2001 - 2005
UPN 2000 - 2001
Skills
Equities, Securities, Series 24, Investment Banking, Options, Series 7, Series 63, Due Diligence, Hedge Funds, Trading Systems, Risk Management, Financial Markets, Capital Markets, Asset Management, Fixed Income, Alternative Investments, AML, FINRA
Education
Montclair State University 1996 — 2000
Bachelor of Arts, Communications
Weehawken High School
Brian Markowski's Cowen and Company Experience July 2004 - May 2008
Job Pequot Capital
Industry Financial Services
Experience
Pequot Capital June 2008 - Present
Cowen and Company July 2004 - May 2008
Education
Northeastern University 1998 — 2003
Pequot Capital June 2008 - Present
Cowen and Company July 2004 - May 2008
Education
Northeastern University 1998 — 2003
Mingjie Jeff Zhou's Cowen and Company Experience September 2011 - 2012
Job Investment Banking Professional
Industry Investment Banking
Experience
Reinvention Capital Advisors Co. 2014 - Present
Cowen and Company September 2011 - 2012
Canaccord Genuity Inc. May 2010 - June 2011
Strategic Value Partners June 2008 - September 2008
Skills
Investment Analysis, Social Networking, Presentation, Equity Research, Financial Modeling, Bloomberg, Corporate Finance, Investments, Private Equity, Asset Management, Due Diligence, Investment Banking, Equities, Capital Markets, Market Research, Excel, Mandarin, Business Valuation, Derivatives, Strategic Planning, Business Analysis, Economics, Valuation, Hedge Funds, Analytics, Entrepreneurship, Microsoft Excel
Education
University of Rochester - Simon Business School 2007 — 2009
MBA, Finance
Macalester College 2002 — 2006
BA, Economics and Mathematics
Reinvention Capital Advisors Co. 2014 - Present
Cowen and Company September 2011 - 2012
Canaccord Genuity Inc. May 2010 - June 2011
Strategic Value Partners June 2008 - September 2008
Skills
Investment Analysis, Social Networking, Presentation, Equity Research, Financial Modeling, Bloomberg, Corporate Finance, Investments, Private Equity, Asset Management, Due Diligence, Investment Banking, Equities, Capital Markets, Market Research, Excel, Mandarin, Business Valuation, Derivatives, Strategic Planning, Business Analysis, Economics, Valuation, Hedge Funds, Analytics, Entrepreneurship, Microsoft Excel
Education
University of Rochester - Simon Business School 2007 — 2009
MBA, Finance
Macalester College 2002 — 2006
BA, Economics and Mathematics
Hassani Turner's Cowen and Company Experience July 2006 - July 2008
Job Software Product Manager at American Express
Industry Marketing and Advertising
Experience
American Express 2010 - Present
MIT 2008 - 2010
Cowen and Company July 2006 - July 2008
Skills
Financial Modeling, Analytics, Valuation, Business Strategy, Strategy, Entrepreneurship, Corporate Finance, Competitive Analysis, Data Analysis, Financial Analysis, Product Management, Market Research, Management Consulting, Due Diligence, Emerging Markets, Analysis, Venture Capital
Education
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2010
Master of Business Administration (MBA)
Smith College 2002 — 2006
BA, Economics and Government
American Express 2010 - Present
MIT 2008 - 2010
Cowen and Company July 2006 - July 2008
Skills
Financial Modeling, Analytics, Valuation, Business Strategy, Strategy, Entrepreneurship, Corporate Finance, Competitive Analysis, Data Analysis, Financial Analysis, Product Management, Market Research, Management Consulting, Due Diligence, Emerging Markets, Analysis, Venture Capital
Education
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2010
Master of Business Administration (MBA)
Smith College 2002 — 2006
BA, Economics and Government
Seth Acker's Cowen and Company Experience August 2008 - June 2009
Job Sr. Finance Manager at Microsoft
Industry Computer Software
Experience
Microsoft May 2015 - Present
Microsoft Corporation March 2010 - Present
Cowen and Company August 2008 - June 2009
New Trier Partners August 2007 - October 2007
Quiet Light Trading January 2003 - June 2007
Skills
Business Intelligence, Market Research, Business Analysis, Interest Rate..., Investment Banking, Technology, Microsoft Office, Microsoft Excel, Demand Forecasting, Strategic Financial..., Analytics, Financial Planning, Forecasting, Analysis, Strategy, Valuation, Financial Analysis, Due Diligence
Education
The University of Chicago Booth School of Business 2006 — 2008
Master, Finance and Accounting
Northwestern University 1997 — 2001
BA, Economics
Latin School of Chicago 1985 — 1997
Microsoft May 2015 - Present
Microsoft Corporation March 2010 - Present
Cowen and Company August 2008 - June 2009
New Trier Partners August 2007 - October 2007
Quiet Light Trading January 2003 - June 2007
Skills
Business Intelligence, Market Research, Business Analysis, Interest Rate..., Investment Banking, Technology, Microsoft Office, Microsoft Excel, Demand Forecasting, Strategic Financial..., Analytics, Financial Planning, Forecasting, Analysis, Strategy, Valuation, Financial Analysis, Due Diligence
Education
The University of Chicago Booth School of Business 2006 — 2008
Master, Finance and Accounting
Northwestern University 1997 — 2001
BA, Economics
Latin School of Chicago 1985 — 1997
PETER MARCON's Cowen and Company Experience July 2008 - Present
Job DIRECTOR at COWEN & CO
Industry Financial Services
Experience
Cowen and Company July 2008 - Present
Education
Iona College
Cowen and Company July 2008 - Present
Education
Iona College
James Deuser's Cowen and Company Experience September 1978 - March 1986
Job VicePresident Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2009 - Present
A.G. Edwards/Wachovia Securities, LLC August 1995 - December 2008
U.S. Navy Reserve 1969 - 2001
Prudential Securities, Inc. March 1986 - August 1995
Cowen and Company September 1978 - March 1986
Merrill Lynch March 1973 - September 1978
Skills
Investments, Retirement Planning, Asset Allocation, Real Estate, Budgets, Event Planning, Mutual Funds, Investment Planning
Education
Miami University 1965 — 1969
B.S., Finance/Economics
Oakwood High School 1961 — 1965
Wells Fargo Advisors, LLC January 2009 - Present
A.G. Edwards/Wachovia Securities, LLC August 1995 - December 2008
U.S. Navy Reserve 1969 - 2001
Prudential Securities, Inc. March 1986 - August 1995
Cowen and Company September 1978 - March 1986
Merrill Lynch March 1973 - September 1978
Skills
Investments, Retirement Planning, Asset Allocation, Real Estate, Budgets, Event Planning, Mutual Funds, Investment Planning
Education
Miami University 1965 — 1969
B.S., Finance/Economics
Oakwood High School 1961 — 1965
Si Timberman's Cowen and Company Experience August 1993 - December 1997
Job General Partner at Astrum Capital LLC
Industry Investment Management
Experience
Si Timberman January 2010 - Present
Astrum Capital LLC January 1998 - December 2009
Cowen and Company August 1993 - December 1997
Donaldson, Lufkin & Jenrette October 1989 - August 1993
Education
Montana State University-Bozeman 1978 — 1982
BA, Buisness
Si Timberman January 2010 - Present
Astrum Capital LLC January 1998 - December 2009
Cowen and Company August 1993 - December 1997
Donaldson, Lufkin & Jenrette October 1989 - August 1993
Education
Montana State University-Bozeman 1978 — 1982
BA, Buisness
Elida LLenas's Cowen and Company Experience February 1997 - August 1999
Job Vice President at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company February 2007 - Present
Goldman Sachs December 2003 - January 2007
Goldman Sachs August 1999 - December 2003
Cowen and Company February 1997 - August 1999
Salomon Brothers November 1991 - January 1997
AT&T May 1978 - December 1990
Skills
Trading Systems, Financial Modeling, Bloomberg, Market Data, Investment Banking, Equities, Electronic Trading, Fixed Income, Microsoft Excel, Risk Management, Derivatives, Middle Office, Prime Brokerage, Capital Markets, Vendor Management, Asset Management, Financial Analysis, Hedge Funds
Education
Montclair State University 1982 — 1986
Bachelor of Arts (B.A.), Psychology
Jefferies & Company February 2007 - Present
Goldman Sachs December 2003 - January 2007
Goldman Sachs August 1999 - December 2003
Cowen and Company February 1997 - August 1999
Salomon Brothers November 1991 - January 1997
AT&T May 1978 - December 1990
Skills
Trading Systems, Financial Modeling, Bloomberg, Market Data, Investment Banking, Equities, Electronic Trading, Fixed Income, Microsoft Excel, Risk Management, Derivatives, Middle Office, Prime Brokerage, Capital Markets, Vendor Management, Asset Management, Financial Analysis, Hedge Funds
Education
Montclair State University 1982 — 1986
Bachelor of Arts (B.A.), Psychology
Christopher Siska's Cowen and Company Experience February 2013 - Present
Job Director, Investment Banking at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company February 2013 - Present
Dahlman Rose & Co. February 2010 - February 2013
Dahlman Rose & Co. November 2008 - February 2010
Bear Stearns June 2007 - August 2008
Bear Stearns February 2005 - June 2007
Bear Stearns June 2003 - February 2005
Skills
Corporate Finance, Capital Markets, Cross-border..., Mergers, Valuation, Comparative Analysis, DCF, Mining, Metals, Precious Metals, Canada, High Yield, Series 7, Investments, Fixed Income, Series 63, Investment Banking, Equity Capital Markets, Equities, Hedge Funds, Mergers & Acquisitions, Equity Research, LBO, Finance, Financial Modeling
Education
Loyola College in Maryland 1999 — 2003
BA, Finance
Cowen and Company February 2013 - Present
Dahlman Rose & Co. February 2010 - February 2013
Dahlman Rose & Co. November 2008 - February 2010
Bear Stearns June 2007 - August 2008
Bear Stearns February 2005 - June 2007
Bear Stearns June 2003 - February 2005
Skills
Corporate Finance, Capital Markets, Cross-border..., Mergers, Valuation, Comparative Analysis, DCF, Mining, Metals, Precious Metals, Canada, High Yield, Series 7, Investments, Fixed Income, Series 63, Investment Banking, Equity Capital Markets, Equities, Hedge Funds, Mergers & Acquisitions, Equity Research, LBO, Finance, Financial Modeling
Education
Loyola College in Maryland 1999 — 2003
BA, Finance
Andrew Elko's Cowen and Company Experience 2011 - 2012
Job Senior Manager at Alpha Financial Markets Consulting
Industry Management Consulting
Experience
Alpha Financial Markets Consulting 2013 - Present
Navigant 2012 - 2013
Cowen and Company 2011 - 2012
The Jordan, Edmiston Group, Inc. 2010 - 2010
Navigant 2006 - 2009
Prudential Financial 2004 - 2006
Skills
Management Consulting, Valuation, Investment Banking, Business Process..., Financial Analysis, Due Diligence, Operational Strategy, Business Strategy, Growth Strategies, Operating Models, Product Development, Financial Modeling, Financial Forecasting, Solution Architecture, Corporate Finance, Organizational Design, Operational Efficiency, Change Management, Enterprise Risk..., Data Analysis, Alternative Investments, Asset Management, Strategy
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Corporate Finance, Financial Markets, Quantitative Finance
Lehigh University 2005 — 2006
MS, Computer Science
Lehigh University 2001 — 2005
BS, Integrated Business and Computer Engineering
Alpha Financial Markets Consulting 2013 - Present
Navigant 2012 - 2013
Cowen and Company 2011 - 2012
The Jordan, Edmiston Group, Inc. 2010 - 2010
Navigant 2006 - 2009
Prudential Financial 2004 - 2006
Skills
Management Consulting, Valuation, Investment Banking, Business Process..., Financial Analysis, Due Diligence, Operational Strategy, Business Strategy, Growth Strategies, Operating Models, Product Development, Financial Modeling, Financial Forecasting, Solution Architecture, Corporate Finance, Organizational Design, Operational Efficiency, Change Management, Enterprise Risk..., Data Analysis, Alternative Investments, Asset Management, Strategy
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Corporate Finance, Financial Markets, Quantitative Finance
Lehigh University 2005 — 2006
MS, Computer Science
Lehigh University 2001 — 2005
BS, Integrated Business and Computer Engineering
Lydia Moriarty's Cowen and Company Experience 1997 - 2001
Job Sales Associate at Coldwell Banker Residential Brokerage
Industry Facilities Services
Experience
Coldwell Banker Residential Brokerage 2010 - Present
cowen and company 1997 - 2001
Education
Ithaca College 1990 — 1994
Tilton Academy 1987 — 1990
Coldwell Banker Residential Brokerage 2010 - Present
cowen and company 1997 - 2001
Education
Ithaca College 1990 — 1994
Tilton Academy 1987 — 1990
Yulia Gilman's Cowen and Company Experience 2008 - Present
Job Director at Cowen and Company
Industry Investment Management
Experience
Cowen and Company 2008 - Present
Ramius Capital Group 2008 - February 2012
Wachovia Securities 2006 - 2008
Education
Moscow Institute of Physics and Technology (State University) (MIPT) 1994 — 2000
MS, Physics
Cowen and Company 2008 - Present
Ramius Capital Group 2008 - February 2012
Wachovia Securities 2006 - 2008
Education
Moscow Institute of Physics and Technology (State University) (MIPT) 1994 — 2000
MS, Physics
Gregg Cortese's Cowen and Company Experience 2006 - 2010
Job Director Risk Management Fixed Income Technology
Industry Financial Services
Experience
Bank of America September 2013 - Present
AIG March 2012 - August 2013
Morgan Stanley June 2010 - March 2012
Cowen and Company 2006 - 2010
Merrill Lynch 1996 - 2006
Skills
Enterprise Risk..., IT Audit, Operational Risk, Risk Management, Financial Services, Operational Risk..., Internal Audit, Regulatory Projects, Financial Risk, Vendor Audit, Fixed Income, Sarbanes-Oxley Act, Capital Markets, AML, Asset Management, Auditing, Finance, Financial Markets, Hedge Funds, Information Technology, Internal Controls, Investment Banking, Management, PMO, Program Management, Vendor Management
Education
Mercy College
BS, Business Finance / Information Technology
Bank of America September 2013 - Present
AIG March 2012 - August 2013
Morgan Stanley June 2010 - March 2012
Cowen and Company 2006 - 2010
Merrill Lynch 1996 - 2006
Skills
Enterprise Risk..., IT Audit, Operational Risk, Risk Management, Financial Services, Operational Risk..., Internal Audit, Regulatory Projects, Financial Risk, Vendor Audit, Fixed Income, Sarbanes-Oxley Act, Capital Markets, AML, Asset Management, Auditing, Finance, Financial Markets, Hedge Funds, Information Technology, Internal Controls, Investment Banking, Management, PMO, Program Management, Vendor Management
Education
Mercy College
BS, Business Finance / Information Technology
Brian Duddy's Cowen and Company Experience October 2000 - June 2002
Job Sales Trader at William Blair and Company
Industry Financial Services
Experience
William Blair and Company May 2007 - Present
Soleil Securities May 2003 - May 2007
Cowen and Company October 2000 - June 2002
Donaldson, Lufkin & Jenrette March 1991 - October 2000
Education
Lehigh University 1984 — 1988
Bachelor of Science (BS), Finance, General
St. George's School 1981 — 1984
William Blair and Company May 2007 - Present
Soleil Securities May 2003 - May 2007
Cowen and Company October 2000 - June 2002
Donaldson, Lufkin & Jenrette March 1991 - October 2000
Education
Lehigh University 1984 — 1988
Bachelor of Science (BS), Finance, General
St. George's School 1981 — 1984
Kate (Babcock) Finnegan's Cowen and Company Experience January 2011 - March 2012
Job Client Manager at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase April 2012 - January 2015
Cowen and Company January 2011 - March 2012
Cowen and Company September 2008 - January 2011
Cowen and Company April 2007 - September 2008
Thomson Financial September 2005 - April 2007
Skills
Client Services, Equities
Education
Loyola College in Maryland 2001 — 2005
Bachelor of Business Administration, Finance
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase April 2012 - January 2015
Cowen and Company January 2011 - March 2012
Cowen and Company September 2008 - January 2011
Cowen and Company April 2007 - September 2008
Thomson Financial September 2005 - April 2007
Skills
Client Services, Equities
Education
Loyola College in Maryland 2001 — 2005
Bachelor of Business Administration, Finance
Attarid Samuel's Cowen and Company Experience October 2005 - Present
Job Senior Programmer Analyst/Project Manager at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company October 2005 - Present
Aon Consulting December 2004 - October 2005
Axion LLC, New York, NY January 2004 - December 2004
Bradford & Reed, Inc November 2000 - December 2003
Skills
Cloud Computing, Salesforce.com, IT Management, Software Project..., Web Development, SQL Server, ASP.NET, LexisNexis, CRM software, Requirements Analysis, Requirements Gathering, AJAX, Business Analysis, C#, CRM, Integration, Oracle, SDLC, SQL, VBA, Visual Basic, Microsoft SQL Server
Education
Queens College 1996 — 1998
BA, Accounting and Information Systems
ST. Mary's Academy Lalazar, Rawalpindi 1978 — 1988
Matriculation
Cowen and Company October 2005 - Present
Aon Consulting December 2004 - October 2005
Axion LLC, New York, NY January 2004 - December 2004
Bradford & Reed, Inc November 2000 - December 2003
Skills
Cloud Computing, Salesforce.com, IT Management, Software Project..., Web Development, SQL Server, ASP.NET, LexisNexis, CRM software, Requirements Analysis, Requirements Gathering, AJAX, Business Analysis, C#, CRM, Integration, Oracle, SDLC, SQL, VBA, Visual Basic, Microsoft SQL Server
Education
Queens College 1996 — 1998
BA, Accounting and Information Systems
ST. Mary's Academy Lalazar, Rawalpindi 1978 — 1988
Matriculation
Kevin Prunty's Cowen and Company Experience 2008 - 2009
Job Raymond James
Industry Financial Services
Experience
Raymond James June 2009 - Present
Cowen and Company 2008 - 2009
Bear, Stearns & Co. Inc 1995 - 2008
Education
Pace University - Lubin School of Business 1993 — 1995
Raymond James June 2009 - Present
Cowen and Company 2008 - 2009
Bear, Stearns & Co. Inc 1995 - 2008
Education
Pace University - Lubin School of Business 1993 — 1995
Len Finkelstein's Cowen and Company Experience November 1993 - March 2007
Job Financial Consultant VP Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2007 - Present
Cowen and Company November 1993 - March 2007
Skills
Fixed Income, Portfolio Management, Equities, Series 7, Financial Analysis, Financial Services, Securities, Series 24, Capital Markets, Financial Modeling
Education
Queens College 1975 — 1980
BA, Accounting
Wells Fargo March 2007 - Present
Cowen and Company November 1993 - March 2007
Skills
Fixed Income, Portfolio Management, Equities, Series 7, Financial Analysis, Financial Services, Securities, Series 24, Capital Markets, Financial Modeling
Education
Queens College 1975 — 1980
BA, Accounting
Michael Vittitoe's Cowen and Company Experience January 2012 - August 2012
Job Managing Director, Institutional Equity Sales
Industry Financial Services
Experience
Canaccord Genuity Inc. August 2012 - Present
Cowen and Company January 2012 - August 2012
Collins Stewart January 2010 - January 2012
COMSYS September 2009 - December 2009
Kaufman Bros. June 2007 - September 2009
Merrill Lynch 2006 - 2006
Education
Northeastern University 2002 — 2007
B.S., Finance
Seton Hall Preparatory School 1998 — 2002
Canaccord Genuity Inc. August 2012 - Present
Cowen and Company January 2012 - August 2012
Collins Stewart January 2010 - January 2012
COMSYS September 2009 - December 2009
Kaufman Bros. June 2007 - September 2009
Merrill Lynch 2006 - 2006
Education
Northeastern University 2002 — 2007
B.S., Finance
Seton Hall Preparatory School 1998 — 2002
David Seaburg's Cowen and Company Experience 2000 - 2013
Job Head Of Sales Trading at The Cowen Group
Industry Financial Services
Experience
The Cowen Group 1993 - Present
Cowen and Company 2000 - 2013
Skills
Equities, Trading, Series 7, Securities, Series 63
Education
Northeastern University 1988 — 1993
Business Finance, Business
The Cowen Group 1993 - Present
Cowen and Company 2000 - 2013
Skills
Equities, Trading, Series 7, Securities, Series 63
Education
Northeastern University 1988 — 1993
Business Finance, Business
Brian Markowski, CFA, CMT's Cowen and Company Experience July 2004 - June 2008
Job healthcare portfolio strategist
Industry Financial Services
Experience
Moore Capital Management May 2014 - Present
Manatuck Hill Partners June 2009 - April 2014
Pequot Capital June 2008 - June 2009
Cowen and Company July 2004 - June 2008
Skills
Hedge Funds, Equities, Equity Research, Private Equity, Capital Markets, Investment Banking, Valuation, Fixed Income, Investments, Financial Modeling, Bloomberg, Alternative Investments, Venture Capital, Trading Systems, Portfolio Management
Education
Northeastern University 1998 — 2003
Business, Finance, Marketing
Moore Capital Management May 2014 - Present
Manatuck Hill Partners June 2009 - April 2014
Pequot Capital June 2008 - June 2009
Cowen and Company July 2004 - June 2008
Skills
Hedge Funds, Equities, Equity Research, Private Equity, Capital Markets, Investment Banking, Valuation, Fixed Income, Investments, Financial Modeling, Bloomberg, Alternative Investments, Venture Capital, Trading Systems, Portfolio Management
Education
Northeastern University 1998 — 2003
Business, Finance, Marketing
Effie Abbassi's Cowen and Company Experience October 2011 - December 2011
Job Associate IT Manager at K2 Advisors
Industry Financial Services
Experience
K2 Advisors May 2014 - Present
K2 Advisors December 2011 - May 2014
Cowen and Company October 2011 - December 2011
Infonic AG February 2011 - August 2011
Centaura Solutions, Inc. September 2009 - November 2010
Tremont Group Holdings, Inc. May 2004 - February 2009
@Thought Inc. July 2002 - March 2004
DataLan Corporation March 2000 - April 2002
Active Intenrational Inc 1997 - 2000
Skills
Hedge Funds, Portfolio Management, Equities, Trading Systems, Bloomberg, Alternative Investments, Investment Banking, Fixed Income, Asset Managment, Middle Office, Derivatives, Back Office, Equity Trading, Capital Markets, Financial Markets, Equity Derivatives
Education
Manhattan College 1996 — 1998
BS, Computer Science
Westchester Community College 1994 — 1996
BA, Computer Science
K2 Advisors May 2014 - Present
K2 Advisors December 2011 - May 2014
Cowen and Company October 2011 - December 2011
Infonic AG February 2011 - August 2011
Centaura Solutions, Inc. September 2009 - November 2010
Tremont Group Holdings, Inc. May 2004 - February 2009
@Thought Inc. July 2002 - March 2004
DataLan Corporation March 2000 - April 2002
Active Intenrational Inc 1997 - 2000
Skills
Hedge Funds, Portfolio Management, Equities, Trading Systems, Bloomberg, Alternative Investments, Investment Banking, Fixed Income, Asset Managment, Middle Office, Derivatives, Back Office, Equity Trading, Capital Markets, Financial Markets, Equity Derivatives
Education
Manhattan College 1996 — 1998
BS, Computer Science
Westchester Community College 1994 — 1996
BA, Computer Science
Paul Lieberman's Cowen and Company Experience May 2010 - February 2012
Job Founding Member, Quantitative Portfolio Manager at SPY Capital Management, LLC
Industry Financial Services
Experience
SPY Capital Management, LLC January 2014 - Present
Ramius Capital Group March 2012 - December 2013
Cowen and Company May 2010 - February 2012
Van der Moolen 2008 - 2009
BNP Paribas 2006 - 2008
Bear Stearns 2003 - 2006
Lehman Brothers 1997 - 2002
Skills
Options, Equities, Equity Derivatives, Fixed Income, Capital Markets, Trading Strategies, Electronic Trading, Proprietary Trading, Quantitative Investing, Trading Systems, Investments, Bloomberg, Volatility Arbitrage, Statistical Arbitrage, Volatility, Investment Strategies, Trading, Emerging Markets, Commodity, Financial Markets, Investment Banking, Credit Derivatives, Hedging, Arbitrage, Quantitative Analytics, Structured Products, Global Macro, Securities, Portfolio Management, Hedge Funds, Asset Management, Bonds, Investment Management, Derivatives, ETFs, Alternative Investments, R, C#, SQL, Python
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
MBA, Financial Engineering
The University of Chicago 1987 — 1991
AB, Public Policy
SPY Capital Management, LLC January 2014 - Present
Ramius Capital Group March 2012 - December 2013
Cowen and Company May 2010 - February 2012
Van der Moolen 2008 - 2009
BNP Paribas 2006 - 2008
Bear Stearns 2003 - 2006
Lehman Brothers 1997 - 2002
Skills
Options, Equities, Equity Derivatives, Fixed Income, Capital Markets, Trading Strategies, Electronic Trading, Proprietary Trading, Quantitative Investing, Trading Systems, Investments, Bloomberg, Volatility Arbitrage, Statistical Arbitrage, Volatility, Investment Strategies, Trading, Emerging Markets, Commodity, Financial Markets, Investment Banking, Credit Derivatives, Hedging, Arbitrage, Quantitative Analytics, Structured Products, Global Macro, Securities, Portfolio Management, Hedge Funds, Asset Management, Bonds, Investment Management, Derivatives, ETFs, Alternative Investments, R, C#, SQL, Python
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
MBA, Financial Engineering
The University of Chicago 1987 — 1991
AB, Public Policy
Derrick Toney's Cowen and Company Experience 2000 - Present
Job Executive Assistant
Industry Investment Banking
Experience
Cowen and Company 2000 - Present
Education
Luther College 1982 — 1986
Theater, German, Business
Cowen and Company 2000 - Present
Education
Luther College 1982 — 1986
Theater, German, Business
TJ Maglia's Cowen and Company Experience September 2007 - April 2009
Job Relationship Manager at Portware
Industry Financial Services
Experience
Portware June 2015 - Present
Pragma Securities LLC December 2012 - April 2015
Fidessa February 2010 - November 2011
Cowen and Company September 2007 - April 2009
KBW 2006 - 2007
Skills
Optimization Algorithms, Electronic Trading, Arbitrage, Pairs Trading, FIX, Relational Databases, Risk Analytics, Series 7, Series 63, Series 55, Reporting Design, Equity Trading, SQL, Trading
Education
Northeastern University 2001 — 2006
Bachelor, Finance, Management Information Systems
Portware June 2015 - Present
Pragma Securities LLC December 2012 - April 2015
Fidessa February 2010 - November 2011
Cowen and Company September 2007 - April 2009
KBW 2006 - 2007
Skills
Optimization Algorithms, Electronic Trading, Arbitrage, Pairs Trading, FIX, Relational Databases, Risk Analytics, Series 7, Series 63, Series 55, Reporting Design, Equity Trading, SQL, Trading
Education
Northeastern University 2001 — 2006
Bachelor, Finance, Management Information Systems
Keith Phillips's Cowen and Company Experience August 2008 - Present
Job Managing Director at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company August 2008 - Present
Dahlman Rose & Co. August 2008 - May 2013
Skills
Investment Banking, Private Equity, Corporate Finance, Mergers, Hedge Funds, Mining
Education
The University of Chicago 1984 — 1986
MBA, Finance
Laurentian University/Université Laurentienne 1978 — 1982
Bachelor of Commerce (B.Com.), Accounting and Finance
Cowen and Company August 2008 - Present
Dahlman Rose & Co. August 2008 - May 2013
Skills
Investment Banking, Private Equity, Corporate Finance, Mergers, Hedge Funds, Mining
Education
The University of Chicago 1984 — 1986
MBA, Finance
Laurentian University/Université Laurentienne 1978 — 1982
Bachelor of Commerce (B.Com.), Accounting and Finance
Yeimmy Torrez's Cowen and Company Experience August 2006 - August 2009
Job 2012 Teach for America Corps Member at Teach for America New York
Industry Higher Education
Experience
Explore Charter School August 2014 - Present
Teach for America New York May 2012 - September 2014
Sisulu-Walker Charter School of Education August 2012 - June 2014
NYC Department of Education - Office of Student Enrollment July 2013 - August 2013
Ithaca College Politics and English Department January 2011 - May 2012
NYC Department of Education June 2011 - August 2011
Ithaca College September 2009 - April 2011
DIABETES RESEARCH INSTITUTE FOUNDATION June 2009 - August 2009
Cowen and Company August 2006 - August 2009
NYC African Film Festival February 2008 - June 2008
Skills
Spanish, Italian, Adobe Acrobat, Microsoft Suites, PowerPoint, Non-profits, Microsoft Excel, Microsoft Word, Press Releases, Brochures, RFP, Event Planning, Microsoft Office, Research, Public Speaking, Community Outreach, Volunteer Management, Event Management, Nonprofits, iMovie, Marketing Communications, Strategic Communications, Photoshop, Teaching, Leadership, Facebook
Education
Relay Graduate School of Education 2012 — 2014
Master's in Teaching, Elementary Education and Teaching, 1-6
Ithaca College 2008 — 2012
BS, Communications Management & Design, Legal Studies
The Institute for the International Education of Students, Rome, Italy 2010 — 2010
General Education
Essex Street Academy 2004 — 2008
High School Dipoloma
Explore Charter School August 2014 - Present
Teach for America New York May 2012 - September 2014
Sisulu-Walker Charter School of Education August 2012 - June 2014
NYC Department of Education - Office of Student Enrollment July 2013 - August 2013
Ithaca College Politics and English Department January 2011 - May 2012
NYC Department of Education June 2011 - August 2011
Ithaca College September 2009 - April 2011
DIABETES RESEARCH INSTITUTE FOUNDATION June 2009 - August 2009
Cowen and Company August 2006 - August 2009
NYC African Film Festival February 2008 - June 2008
Skills
Spanish, Italian, Adobe Acrobat, Microsoft Suites, PowerPoint, Non-profits, Microsoft Excel, Microsoft Word, Press Releases, Brochures, RFP, Event Planning, Microsoft Office, Research, Public Speaking, Community Outreach, Volunteer Management, Event Management, Nonprofits, iMovie, Marketing Communications, Strategic Communications, Photoshop, Teaching, Leadership, Facebook
Education
Relay Graduate School of Education 2012 — 2014
Master's in Teaching, Elementary Education and Teaching, 1-6
Ithaca College 2008 — 2012
BS, Communications Management & Design, Legal Studies
The Institute for the International Education of Students, Rome, Italy 2010 — 2010
General Education
Essex Street Academy 2004 — 2008
High School Dipoloma
Susan Morgese's Cowen and Company Experience 1995 - 1998
Job Executive Assistant and Office Manager
Industry Executive Office
Experience
ChildMind MD December 2012 - January 2015
Various August 2008 - October 2010
NaviMedix 2006 - 2008
America's Growth Capital 2004 - 2006
Fleet Financial 2002 - 2004
Monitor Company 1999 - 2001
TRG 1998 - 1999
Cowen and Company 1995 - 1998
Skills
Microsoft Office, Customer Service, Project Management, Event Planning, Travel Management, Office Management, Billing Systems, Executive..., Workflow Management, QuickBooks, Salesforce.com..., Microsoft Excel, Microsoft Word, PowerPoint, Management, Leadership, Strategic Planning, Public Speaking, Sales, Team Building, Research
Education
Nancy Taylor Secretarial School
Associate's degree, Business Administration and Management, General
Northeastern University
Professional Development: Event and Meeting Planning
ChildMind MD December 2012 - January 2015
Various August 2008 - October 2010
NaviMedix 2006 - 2008
America's Growth Capital 2004 - 2006
Fleet Financial 2002 - 2004
Monitor Company 1999 - 2001
TRG 1998 - 1999
Cowen and Company 1995 - 1998
Skills
Microsoft Office, Customer Service, Project Management, Event Planning, Travel Management, Office Management, Billing Systems, Executive..., Workflow Management, QuickBooks, Salesforce.com..., Microsoft Excel, Microsoft Word, PowerPoint, Management, Leadership, Strategic Planning, Public Speaking, Sales, Team Building, Research
Education
Nancy Taylor Secretarial School
Associate's degree, Business Administration and Management, General
Northeastern University
Professional Development: Event and Meeting Planning
Jim Ostach, C.F.A.'s Cowen and Company Experience August 1973 - July 1992
Job Financial Adviser at Ostach Financial Group
Industry Investment Management
Experience
Ostach Financial Group., an Independent Firm July 2000 - Present
B.C. Ziegler July 1998 - June 2001
GS2Securities May 1996 - January 1999
Everen Securities July 1992 - May 1996
Cowen and Company August 1973 - July 1992
Equicon Investment Advisors January 1970 - August 1973
First National Bank of Chicago July 1965 - December 1969
Skills
Alternative Investments, Investments, Wealth Management, Asset Management, Equities, Asset Allocation, Investment Management, Financial Analysis, Portfolio Management, Estate Planning, Retirement Planning, Investment Strategies, Financial Modeling, Risk Management, Securities
Education
Northwestern University - Kellogg School of Management 1964 — 1965
M.B.A, Finance and Economics
University of Pennsylvania - The Wharton School 1960 — 1964
B.S, Economics, Finance
Ostach Financial Group., an Independent Firm July 2000 - Present
B.C. Ziegler July 1998 - June 2001
GS2Securities May 1996 - January 1999
Everen Securities July 1992 - May 1996
Cowen and Company August 1973 - July 1992
Equicon Investment Advisors January 1970 - August 1973
First National Bank of Chicago July 1965 - December 1969
Skills
Alternative Investments, Investments, Wealth Management, Asset Management, Equities, Asset Allocation, Investment Management, Financial Analysis, Portfolio Management, Estate Planning, Retirement Planning, Investment Strategies, Financial Modeling, Risk Management, Securities
Education
Northwestern University - Kellogg School of Management 1964 — 1965
M.B.A, Finance and Economics
University of Pennsylvania - The Wharton School 1960 — 1964
B.S, Economics, Finance
Floyd Prince's Cowen and Company Experience August 1997 - September 1999
Job Consummate IT Professional Computer Operations & Systems Management
Industry Information Technology and Services
Experience
formerly of Societe Generale August 1997 - October 2009
Cowen and Company August 1997 - September 1999
Royal Bank of Canada (USA) 1987 - 1991
Education
New York Business Institute 2010 — 2010
Certificates, MCITP: Enterprise Administration, Successful Completion - Passed
Pace University 1997 — 2001
BA, Information Systems Management
formerly of Societe Generale August 1997 - October 2009
Cowen and Company August 1997 - September 1999
Royal Bank of Canada (USA) 1987 - 1991
Education
New York Business Institute 2010 — 2010
Certificates, MCITP: Enterprise Administration, Successful Completion - Passed
Pace University 1997 — 2001
BA, Information Systems Management
Kenneth Clausman's Cowen and Company Experience 2012 - Present
Job Director at Cowen and Company
Industry Capital Markets
Experience
Cowen and Company 2012 - Present
Cantor Fitzgerald & Co 2010 - 2012
Waller Capital 2006 - 2010
Veronis Suhler Stevenson January 2004 - February 2006
Veronis Suhler Stevenson July 2000 - December 2003
Skills
Private Equity, Investment Banking, LBO, Mergers, Valuation, Financial Modeling, Corporate Finance, Venture Capital, Corporate Development, Due Diligence, Equities, Capital Raising
Education
Loyola College in Maryland 1996 — 2000
Bachelor of Business Administration (BBA), Finance
Cowen and Company 2012 - Present
Cantor Fitzgerald & Co 2010 - 2012
Waller Capital 2006 - 2010
Veronis Suhler Stevenson January 2004 - February 2006
Veronis Suhler Stevenson July 2000 - December 2003
Skills
Private Equity, Investment Banking, LBO, Mergers, Valuation, Financial Modeling, Corporate Finance, Venture Capital, Corporate Development, Due Diligence, Equities, Capital Raising
Education
Loyola College in Maryland 1996 — 2000
Bachelor of Business Administration (BBA), Finance
Timothy J. Lee's Cowen and Company Experience 1998 - 1999
Job Consultant at Independent Consultant
Industry Medical Devices
Experience
Independent Consultant October 2013 - Present
QiG Group, a subsidiary of Greatbatch September 2012 - July 2013
Independent Consultant 2011 - September 2012
Piper Jaffray 2008 - 2011
Caris & Company 2007 - 2008
Kaufman Bros. 2006 - 2007
Merrill Lynch 2003 - 2005
Merrill Lynch 1999 - 2003
Cowen and Company 1998 - 1999
Cowen and Company 1996 - 1998
Skills
Research, Equities, Economics, Equity Research, Equity Valuation, Mergers & Acquisitions, Financial Modeling, Valuation, Investment Banking, Investments, Portfolio Management, Due Diligence, Mergers, Corporate Development, Investor Relations, Start-ups
Education
Indiana University - Kelley School of Business
MBA, Finance
University of the Pacific
BS, Computer Engineering
Independent Consultant October 2013 - Present
QiG Group, a subsidiary of Greatbatch September 2012 - July 2013
Independent Consultant 2011 - September 2012
Piper Jaffray 2008 - 2011
Caris & Company 2007 - 2008
Kaufman Bros. 2006 - 2007
Merrill Lynch 2003 - 2005
Merrill Lynch 1999 - 2003
Cowen and Company 1998 - 1999
Cowen and Company 1996 - 1998
Skills
Research, Equities, Economics, Equity Research, Equity Valuation, Mergers & Acquisitions, Financial Modeling, Valuation, Investment Banking, Investments, Portfolio Management, Due Diligence, Mergers, Corporate Development, Investor Relations, Start-ups
Education
Indiana University - Kelley School of Business
MBA, Finance
University of the Pacific
BS, Computer Engineering
Nicholas Bishop's Cowen and Company Experience August 2010 - May 2014
Job Biotech Analyst at Deerfield Management
Industry Investment Management
Experience
Deerfield Management June 2014 - Present
Cowen and Company August 2010 - May 2014
Harvard Medical School September 2007 - July 2010
MIT June 2000 - August 2007
Skills
Biotechnology, Equity Research, Financial Modeling, Lifesciences
Education
Massachusetts Institute of Technology 1999 — 2007
PhD, Biology
Rice University 1995 — 1999
BA, Biochemistry
Deerfield Management June 2014 - Present
Cowen and Company August 2010 - May 2014
Harvard Medical School September 2007 - July 2010
MIT June 2000 - August 2007
Skills
Biotechnology, Equity Research, Financial Modeling, Lifesciences
Education
Massachusetts Institute of Technology 1999 — 2007
PhD, Biology
Rice University 1995 — 1999
BA, Biochemistry
Randall Shoker's Cowen and Company Experience March 1985 - June 1986
Job President Shoker Investment Counsel, Inc.
Industry Investment Management
Experience
Shoker Investment Counsel, Inc. August 1990 - Present
Miami University Farmer School of Business January 2007 - Present
Prudential Bache Securities June 1986 - August 1990
Cowen and Company March 1985 - June 1986
Skills
Portfolio Management, Equity Trading, Fixed Income Portfolio..., Investment Tax..., Pension and Retirement..., Retirement Income..., Risk Management, Pre Retirement Income...
Education
Talawanda 1974 — 1978
Miami University
Bachelor of Arts (BA)
Shoker Investment Counsel, Inc. August 1990 - Present
Miami University Farmer School of Business January 2007 - Present
Prudential Bache Securities June 1986 - August 1990
Cowen and Company March 1985 - June 1986
Skills
Portfolio Management, Equity Trading, Fixed Income Portfolio..., Investment Tax..., Pension and Retirement..., Retirement Income..., Risk Management, Pre Retirement Income...
Education
Talawanda 1974 — 1978
Miami University
Bachelor of Arts (BA)
Faye Landes's Cowen and Company Experience October 2012 - October 2014
Job Managing Director at Cowen and Company
Industry Financial Services
Experience
Cowen and Company October 2012 - October 2014
Consumer Edge Research LLC March 2010 - June 2012
Consumer Edge Research LLC 2010 - 2011
Moore Capital Management 2007 - 2008
Ziff Brothers Investments 2002 - 2007
Sanford C. Bernstein 2000 - 2001
Salomon Smith Barney 1993 - 1999
Paine Webber 1992 - 1993
Slimfast Foods 1990 - 1992
Skills
Bloomberg, Equity Research, Hedge Funds, Equities, Asset Managment, Investments, Valuation, Portfolio Management, Financial Modeling
Education
Princeton University
A.B., English
Cowen and Company October 2012 - October 2014
Consumer Edge Research LLC March 2010 - June 2012
Consumer Edge Research LLC 2010 - 2011
Moore Capital Management 2007 - 2008
Ziff Brothers Investments 2002 - 2007
Sanford C. Bernstein 2000 - 2001
Salomon Smith Barney 1993 - 1999
Paine Webber 1992 - 1993
Slimfast Foods 1990 - 1992
Skills
Bloomberg, Equity Research, Hedge Funds, Equities, Asset Managment, Investments, Valuation, Portfolio Management, Financial Modeling
Education
Princeton University
A.B., English
Christopher Herndon's Cowen and Company Experience June 2012 - June 2013
Job Sales Director NY at OptionsCity Software
Industry Financial Services
Experience
OptionsCity Software March 2014 - Present
Cowen and Company June 2012 - June 2013
OptionsCity Software, Inc. August 2010 - June 2012
JSH Trading, LLC April 2006 - May 2010
CRH Securities, LP 1999 - 2006
Skills
Derivatives, Trading Systems, Electronic Trading, Financial Markets, Equities, Hedge Funds, Options, Capital Markets, Trading, Bloomberg, Alternative Investments, Commodity Markets, Equity Derivatives, FX Options, FX trading, Fixed Income, Low Latency, Market Data, Options Strategies, Securities, Proprietary Trading, Series 7, Structured Products, Swaps, Technical Analysis, Trading Strategies, FX Trading
Education
James Madison University 1993 — 1997
BS, Quantitative Finance
OptionsCity Software March 2014 - Present
Cowen and Company June 2012 - June 2013
OptionsCity Software, Inc. August 2010 - June 2012
JSH Trading, LLC April 2006 - May 2010
CRH Securities, LP 1999 - 2006
Skills
Derivatives, Trading Systems, Electronic Trading, Financial Markets, Equities, Hedge Funds, Options, Capital Markets, Trading, Bloomberg, Alternative Investments, Commodity Markets, Equity Derivatives, FX Options, FX trading, Fixed Income, Low Latency, Market Data, Options Strategies, Securities, Proprietary Trading, Series 7, Structured Products, Swaps, Technical Analysis, Trading Strategies, FX Trading
Education
James Madison University 1993 — 1997
BS, Quantitative Finance
Dominic Ammerman's Cowen and Company Experience 1994 - 1997
Job Owner EastWest Marine, Specialty Wood Products and Aquaduck Fleamarket
Industry Building Materials
Experience
East West Marine January 2012 - Present
Specialty Wood Products February 2012 - Present
Aquaduck Fleamarket June 2011 - Present
Credit Suisse June 2005 - March 2011
Citi June 1997 - June 2005
Cowen and Company 1994 - 1997
Morgan Stanley January 1988 - January 1994
Skills
Capital Markets, Investment Banking, Banking, Equities, Corporate Finance, Entrepreneurship, Equity Capital Markets, IPO, Marine Engineering, Dock Equipment, Construction Management, Due Diligence, Mergers
Education
NYU Stern School of Business 2002 — 2004
Master of Business Administration (MBA), Finance, General
Queens College 1983 — 1987
Bachelor's degree, Economics and Accounting
East West Marine January 2012 - Present
Specialty Wood Products February 2012 - Present
Aquaduck Fleamarket June 2011 - Present
Credit Suisse June 2005 - March 2011
Citi June 1997 - June 2005
Cowen and Company 1994 - 1997
Morgan Stanley January 1988 - January 1994
Skills
Capital Markets, Investment Banking, Banking, Equities, Corporate Finance, Entrepreneurship, Equity Capital Markets, IPO, Marine Engineering, Dock Equipment, Construction Management, Due Diligence, Mergers
Education
NYU Stern School of Business 2002 — 2004
Master of Business Administration (MBA), Finance, General
Queens College 1983 — 1987
Bachelor's degree, Economics and Accounting
Katherine Lu's Cowen and Company Experience March 2011 - October 2012
Job Analyst at Sectoral Asset Management
Industry Financial Services
Experience
Sectoral Asset Management 2013 - Present
Cowen and Company March 2011 - October 2012
CIBC/Oppenheimer & Co. September 2006 - March 2011
Cowen and Company November 2005 - September 2006
Bogart Delafield Ferrier, LLC June 2005 - November 2005
Johnson & Johnson July 2002 - June 2005
Roche September 1999 - June 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Teaching, Medical Devices, Mergers & Acquisitions
Education
New York University 2002 — 2005
Master of Business Administration (MBA), Finance & Accounting, Stern Scholar
Iowa State University 1996 — 1999
Master of Science (M.S.), Organic Chemistry
Nanjing University 1992 — 1996
Bachelor of Science (B.S.), Chemistry, Summa Cum Laude
Sectoral Asset Management 2013 - Present
Cowen and Company March 2011 - October 2012
CIBC/Oppenheimer & Co. September 2006 - March 2011
Cowen and Company November 2005 - September 2006
Bogart Delafield Ferrier, LLC June 2005 - November 2005
Johnson & Johnson July 2002 - June 2005
Roche September 1999 - June 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Teaching, Medical Devices, Mergers & Acquisitions
Education
New York University 2002 — 2005
Master of Business Administration (MBA), Finance & Accounting, Stern Scholar
Iowa State University 1996 — 1999
Master of Science (M.S.), Organic Chemistry
Nanjing University 1992 — 1996
Bachelor of Science (B.S.), Chemistry, Summa Cum Laude
John McGinn's Cowen and Company Experience 1991 - 1999
Job Sales at Remains Lighting
Industry Design
Experience
Remains Lighting January 2013 - Present
Fairmeade Dry Goods LLC September 2012 - Present
Chameleon Fine Lighting January 2008 - July 2012
Cowen and Company 1991 - 1999
Skills
Interior Design, Furniture, Space-planning, Furnishings, Interior Architecture, Lighting Design, Lighting, SketchUp, Interior Lighting, Architectural Lighting, Renovation, Cabinetry, Custom Furniture, Window Treatments, FF&E, Residential Design, Space planning, Wood, Drawing, Finish, Floor Plans, Paint, Kitchen & Bath Design
Education
Parsons School of Design
Remains Lighting January 2013 - Present
Fairmeade Dry Goods LLC September 2012 - Present
Chameleon Fine Lighting January 2008 - July 2012
Cowen and Company 1991 - 1999
Skills
Interior Design, Furniture, Space-planning, Furnishings, Interior Architecture, Lighting Design, Lighting, SketchUp, Interior Lighting, Architectural Lighting, Renovation, Cabinetry, Custom Furniture, Window Treatments, FF&E, Residential Design, Space planning, Wood, Drawing, Finish, Floor Plans, Paint, Kitchen & Bath Design
Education
Parsons School of Design
Eric Schmidt's Cowen and Company Experience May 1998 - Present
Job
Industry Biotechnology
Experience
Cowen and Company May 1998 - Present
UBS Securities Co., Ltd December 1995 - April 1998
Skills
Equity Research, Healthcare, Biotechnology, Valuation, Venture Capital, Due Diligence, Financial Modeling, Hedge Funds, Equity Valuation, Lifesciences, Mergers & Acquisitions, Investor Relations, Private Equity, Equities, Investment Banking
Education
MIT 1990 — 1995
Doctor of Philosophy (Ph.D.), Biochemistry and Molecular Biology
University of Pennsylvania 1986 — 1990
Bachelor of Arts (B.A.), Chemistry
Cowen and Company May 1998 - Present
UBS Securities Co., Ltd December 1995 - April 1998
Skills
Equity Research, Healthcare, Biotechnology, Valuation, Venture Capital, Due Diligence, Financial Modeling, Hedge Funds, Equity Valuation, Lifesciences, Mergers & Acquisitions, Investor Relations, Private Equity, Equities, Investment Banking
Education
MIT 1990 — 1995
Doctor of Philosophy (Ph.D.), Biochemistry and Molecular Biology
University of Pennsylvania 1986 — 1990
Bachelor of Arts (B.A.), Chemistry
Sean Greeley's Cowen and Company Experience 2003 - 2006
Job Senior Equity Trader at Weeden & Co.
Industry Financial Services
Experience
Weeden & Co. September 2006 - Present
Cowen and Company 2003 - 2006
CIBC World Markets 1993 - 2003
Skills
Series 7, Securities, Electronic Trading, Equities, Equity Trading, Series 63, Bloomberg, Hedge Funds, Trading Systems, ETFs, FINRA, Financial Markets, Series 24
Education
Ithaca College
Ithaca College
Weeden & Co. September 2006 - Present
Cowen and Company 2003 - 2006
CIBC World Markets 1993 - 2003
Skills
Series 7, Securities, Electronic Trading, Equities, Equity Trading, Series 63, Bloomberg, Hedge Funds, Trading Systems, ETFs, FINRA, Financial Markets, Series 24
Education
Ithaca College
Ithaca College
Sigeng Li's Cowen and Company Experience July 2012 - September 2012
Job
Industry Financial Services
Experience
The Export-Import Bank of China July 2014 - December 2014
COFCO Corporation June 2013 - September 2013
Cowen and Company July 2012 - September 2012
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Photoshop, Project Management, Chinese, Chinese Culture
Education
Northeastern University 2009 — 2015
Bachelor's degree, Finance, General, 3.0
The Export-Import Bank of China July 2014 - December 2014
COFCO Corporation June 2013 - September 2013
Cowen and Company July 2012 - September 2012
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Photoshop, Project Management, Chinese, Chinese Culture
Education
Northeastern University 2009 — 2015
Bachelor's degree, Finance, General, 3.0
Peter Marcon's Cowen and Company Experience July 2008 - Present
Job EMT/ TREASURER/ BOARD MEMBER at Chappaqua Volunteer Ambulance Corps
Industry
Experience
Cowen and Company July 2008 - Present
Chappaqua Volunteer Ambulance Corps December 2004 - Present
Bear Stearns & Co., Inc April 2002 - June 2008
Merrill Lynch June 1983 - April 2002
Skills
Microsoft Office, Customer Service, Hedge Funds, Microsoft Excel, Bloomberg, Research, Microsoft Word, Series 7, PowerPoint, Public Speaking, Equities, Financial Analysis, Investments, Trading, Risk Management, Capital Markets, Fixed Income, Strategic Planning, Series 63, Equity Trading, Photoshop, New Business Development, Certified Phlebotomist..., Certified EKG...
Education
Iona College 1978 — 1982
Bachelor of Business Administration (BBA), Finance/Economics
Westchester Community College
Certified EKG Technician (CET) / Certified Phlebotomist (CPT)
Cowen and Company July 2008 - Present
Chappaqua Volunteer Ambulance Corps December 2004 - Present
Bear Stearns & Co., Inc April 2002 - June 2008
Merrill Lynch June 1983 - April 2002
Skills
Microsoft Office, Customer Service, Hedge Funds, Microsoft Excel, Bloomberg, Research, Microsoft Word, Series 7, PowerPoint, Public Speaking, Equities, Financial Analysis, Investments, Trading, Risk Management, Capital Markets, Fixed Income, Strategic Planning, Series 63, Equity Trading, Photoshop, New Business Development, Certified Phlebotomist..., Certified EKG...
Education
Iona College 1978 — 1982
Bachelor of Business Administration (BBA), Finance/Economics
Westchester Community College
Certified EKG Technician (CET) / Certified Phlebotomist (CPT)
Elyssa Nucero's Cowen and Company Experience 2012 - Present
Job Business Analyst at Cowen Group
Industry Financial Services
Experience
Cowen and Company 2012 - Present
Bridal Reflections 2007 - 2012
Long Island Bride and Groom Magazine 2008 - 2009
Education
Queens College 2009 — 2012
Anthropology, Economics
Cowen and Company 2012 - Present
Bridal Reflections 2007 - 2012
Long Island Bride and Groom Magazine 2008 - 2009
Education
Queens College 2009 — 2012
Anthropology, Economics
LA Cipriano's Cowen and Company Experience March 1992 - August 2000
Job Gould Paper Corp
Industry Financial Services
Experience
Gould Paper Corporation May 2014 - September 2015
Financial Services January 2013 - May 2014
Tullett Prebon March 1992 - January 2013
FIMAT/Newedge August 2000 - January 2011
Cowen and Company March 1992 - August 2000
SCS Communications February 1990 - March 1992
Orlane, Inc. (Orlane, Kelemata, Perlier & Caron lines) January 1987 - February 1990
Skills
Microsoft Office, Outlook, Customer Service, PowerPoint, Management, Capital Markets, Derivatives, Equities, Microsoft Excel, Research, Budgets, Fixed Income, Microsoft Word, Public Speaking, Negotiation, Bloomberg, Electronic Trading, English, Windows, Teaching, Editing, ADP ReportSmith, Lotus Notes, Office Management, Telecommunication..., Sales Trainings
Education
Nassau Community College
Gould Paper Corporation May 2014 - September 2015
Financial Services January 2013 - May 2014
Tullett Prebon March 1992 - January 2013
FIMAT/Newedge August 2000 - January 2011
Cowen and Company March 1992 - August 2000
SCS Communications February 1990 - March 1992
Orlane, Inc. (Orlane, Kelemata, Perlier & Caron lines) January 1987 - February 1990
Skills
Microsoft Office, Outlook, Customer Service, PowerPoint, Management, Capital Markets, Derivatives, Equities, Microsoft Excel, Research, Budgets, Fixed Income, Microsoft Word, Public Speaking, Negotiation, Bloomberg, Electronic Trading, English, Windows, Teaching, Editing, ADP ReportSmith, Lotus Notes, Office Management, Telecommunication..., Sales Trainings
Education
Nassau Community College
Paul Carlson, MBA's Cowen and Company Experience 1990 - 1990
Job Finance Professional interested in new opportunities; available for consulting in operations and finance.
Industry Investment Management
Experience
Benefitfocus September 2015 - Present
Carlson Enterprises 2011 - September 2015
thinkorswim 2006 - 2011
ARAMARK June 2005 - June 2006
Hagerty Grain 2003 - 2005
BT Global Services / Syntegra 2001 - 2002
Thomson Financial / A-T Financial Information 1997 - 2001
Kessler Asher Group division of Goldman Sachs 1996 - 1997
Kessler Asher Clearing 1990 - 1996
Cowen and Company 1990 - 1990
Skills
Oracle Discoverer, Oracle, Forecasting, Budget Process, Options, Trading, Equities, Securities, Investments, Financial Markets, Portfolio Management, Electronic Trading, Financial Services, Derivatives, Fixed Income, Alternative Investments, Corporate Finance, Databases, Microsoft Excel, Access, Microsoft Word, Microsoft Office, Hedge Funds, Series 7, Microsoft SQL Server, Series 3, Series 4, Series 63, Series 53, Sarbanes-Oxley, Cash Management, ACH, Risk Management, Hedging, Maintaining Strong..., Process Improvement, Bloomberg, Bonds, Finance, Financial Risk, Trading Systems, Equity Trading, Capital Markets, Equity Derivatives, Jabber, Replicon, JIRA, Salesforce.com, Futures Trading
Education
Quinlan School of Business, Loyola University Chicago
Master of Business Administration (MBA), International Finance
Loyola University Chicago
Bachelor of Business Administration (BBA), Economics
Benefitfocus September 2015 - Present
Carlson Enterprises 2011 - September 2015
thinkorswim 2006 - 2011
ARAMARK June 2005 - June 2006
Hagerty Grain 2003 - 2005
BT Global Services / Syntegra 2001 - 2002
Thomson Financial / A-T Financial Information 1997 - 2001
Kessler Asher Group division of Goldman Sachs 1996 - 1997
Kessler Asher Clearing 1990 - 1996
Cowen and Company 1990 - 1990
Skills
Oracle Discoverer, Oracle, Forecasting, Budget Process, Options, Trading, Equities, Securities, Investments, Financial Markets, Portfolio Management, Electronic Trading, Financial Services, Derivatives, Fixed Income, Alternative Investments, Corporate Finance, Databases, Microsoft Excel, Access, Microsoft Word, Microsoft Office, Hedge Funds, Series 7, Microsoft SQL Server, Series 3, Series 4, Series 63, Series 53, Sarbanes-Oxley, Cash Management, ACH, Risk Management, Hedging, Maintaining Strong..., Process Improvement, Bloomberg, Bonds, Finance, Financial Risk, Trading Systems, Equity Trading, Capital Markets, Equity Derivatives, Jabber, Replicon, JIRA, Salesforce.com, Futures Trading
Education
Quinlan School of Business, Loyola University Chicago
Master of Business Administration (MBA), International Finance
Loyola University Chicago
Bachelor of Business Administration (BBA), Economics
Kerry Coughlin's Cowen and Company Experience March 2013 - Present
Job Control Room at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company March 2013 - Present
Dahlman Rose & Co. June 2011 - March 2013
E1 Asset Management June 2002 - June 2011
Skills
Securities, FINRA, Series 24, Series 7, Hedge Funds, Series 63, Capital Markets, Equities, Due Diligence, Investments, Securities Regulation, Asset Management, Financial Markets, Mutual Funds, Mergers & Acquisitions
Education
Syracuse University 2015 — 2017
Certificate of Advanced Study, Information Risk Management
New York University 1998 — 2002
Bachelor's degree, Journalism
Cowen and Company March 2013 - Present
Dahlman Rose & Co. June 2011 - March 2013
E1 Asset Management June 2002 - June 2011
Skills
Securities, FINRA, Series 24, Series 7, Hedge Funds, Series 63, Capital Markets, Equities, Due Diligence, Investments, Securities Regulation, Asset Management, Financial Markets, Mutual Funds, Mergers & Acquisitions
Education
Syracuse University 2015 — 2017
Certificate of Advanced Study, Information Risk Management
New York University 1998 — 2002
Bachelor's degree, Journalism
Peter Borzi's Cowen and Company Experience January 1976 - January 1999
Job Director at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital September 2008 - February 2013
Lehman Brothers May 2000 - September 2008
SG Cowen Securities Corp January 1999 - May 2000
Cowen and Company January 1976 - January 1999
Skills
Securities, Brokerage, DTC, ACATS, Broker-Dealer Operations, Restricted Stock, Fedwire, US Treasuries, Reorg, Depository, FundSERV, Dividends, Splits, Dividend Policy, Redemption, Proxy Voting, Rights Issues
Education
Kingsborough Community College 1975 — 1977
Business Administration and Management, General
Barclays Capital September 2008 - February 2013
Lehman Brothers May 2000 - September 2008
SG Cowen Securities Corp January 1999 - May 2000
Cowen and Company January 1976 - January 1999
Skills
Securities, Brokerage, DTC, ACATS, Broker-Dealer Operations, Restricted Stock, Fedwire, US Treasuries, Reorg, Depository, FundSERV, Dividends, Splits, Dividend Policy, Redemption, Proxy Voting, Rights Issues
Education
Kingsborough Community College 1975 — 1977
Business Administration and Management, General
Jerry Gray's Cowen and Company Experience January 2015 - Present
Job Vice President, Healthy Living at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company January 2015 - Present
Cowen and Company May 2011 - Present
Value Line August 2005 - May 2011
Skills
Series 7, Series 63, Series 86/87, Financial Modeling, Equity Research, Financial Analysis, Capital Markets, Securities, Equity Valuation, Bloomberg, Valuation, Fixed Income, Rugby, Hedge Funds, Equities, Management
Education
Rensselaer Polytechnic Institute 2001 — 2005
Bachelor's degree, Management and Technology
Cowen and Company January 2015 - Present
Cowen and Company May 2011 - Present
Value Line August 2005 - May 2011
Skills
Series 7, Series 63, Series 86/87, Financial Modeling, Equity Research, Financial Analysis, Capital Markets, Securities, Equity Valuation, Bloomberg, Valuation, Fixed Income, Rugby, Hedge Funds, Equities, Management
Education
Rensselaer Polytechnic Institute 2001 — 2005
Bachelor's degree, Management and Technology
Philip Markowitz's Cowen and Company Experience June 2012 - August 2012
Job Student at Skidmore College
Industry Computer Software
Experience
Cowen and Company June 2012 - August 2012
Education
NYU 2013 — 2015
Skidmore College 2009 — 2013
Bachelor's degree, Computer Science
Cowen and Company June 2012 - August 2012
Education
NYU 2013 — 2015
Skidmore College 2009 — 2013
Bachelor's degree, Computer Science
Alexander Carlin's Cowen and Company Experience 2000 - 2002
Job Senior VP Finance & Operations at S&N Debt Solutions, LLC
Industry Financial Services
Experience
S&N Debt Solutions, LLC January 2015 - Present
Nova Capital International LLC 2012 - Present
Apollo Capital Group 2004 - 2012
First Madison Securities Ltd. 2002 - 2004
Cowen and Company 2000 - 2002
KPMG Peat Marwick 1998 - 2000
Summit Capital Group 1996 - 1998
Morgan Stanley 1994 - 1996
Arthur Andersen & Co. 1991 - 1994
Skills
investment banking,..., Valuation, Mergers & Acquisitions, Due Diligence, Investment Banking, Corporate Finance, Equities, Portfolio Management, Equity Research, Investments, Financial Structuring, IPO, Trading, Finance, Private Equity, Securities, Venture Capital, Financial Analysis, Private Placements, Capital Markets, Project Finance, Financial Modeling
Education
The George Washington University - School of Business 1988 — 1991
Bachelor of Science (BS), Accounting and Finance
McGill University 1987 — 1988
Psychology
S&N Debt Solutions, LLC January 2015 - Present
Nova Capital International LLC 2012 - Present
Apollo Capital Group 2004 - 2012
First Madison Securities Ltd. 2002 - 2004
Cowen and Company 2000 - 2002
KPMG Peat Marwick 1998 - 2000
Summit Capital Group 1996 - 1998
Morgan Stanley 1994 - 1996
Arthur Andersen & Co. 1991 - 1994
Skills
investment banking,..., Valuation, Mergers & Acquisitions, Due Diligence, Investment Banking, Corporate Finance, Equities, Portfolio Management, Equity Research, Investments, Financial Structuring, IPO, Trading, Finance, Private Equity, Securities, Venture Capital, Financial Analysis, Private Placements, Capital Markets, Project Finance, Financial Modeling
Education
The George Washington University - School of Business 1988 — 1991
Bachelor of Science (BS), Accounting and Finance
McGill University 1987 — 1988
Psychology
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS