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
Elizabeth Krane Elizabeth Krane's Cowen and Company Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Cowen and Company
Industry Financial Services
Experience
Cowen and Company June 2015 - August 2015
Skills
Social Media, Microsoft Office, Public Speaking, Leadership, Microsoft Excel
Education
Southern Methodist University 2012 — 2016
Cowen and Company June 2015 - August 2015
Skills
Social Media, Microsoft Office, Public Speaking, Leadership, Microsoft Excel
Education
Southern Methodist University 2012 — 2016
Maggie Miller Maggie Miller's Cowen and Company Experience July 2014 - Present
Job Student at Southern Methodist University Cox School of Business
Industry Financial Services
Experience
Cowen and Company July 2014 - Present
Cowen and Company June 2013 - August 2013
Altshuler Learning Enhancement Center January 2012 - May 2013
Grover Corporation May 2010 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis
Education
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Southern Methodist University 2010 — 2014
Bachelor of Science (BS), Mathematics
Cowen and Company July 2014 - Present
Cowen and Company June 2013 - August 2013
Altshuler Learning Enhancement Center January 2012 - May 2013
Grover Corporation May 2010 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis
Education
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Southern Methodist University 2010 — 2014
Bachelor of Science (BS), Mathematics
Kristin Norris Kristin Norris's Cowen and Company Experience July 2007 - April 2009
Job Special Projects Coordinator
Industry Commercial Real Estate
Experience
Uninational Corporation June 2014 - Present
MADA Luxe March 2012 - June 2014
Polite in Public, Inc. February 2010 - January 2012
Cowen and Company July 2007 - April 2009
Education
San Francisco State University 2003 — 2007
Bachelor's degree, Communication, General
Uninational Corporation June 2014 - Present
MADA Luxe March 2012 - June 2014
Polite in Public, Inc. February 2010 - January 2012
Cowen and Company July 2007 - April 2009
Education
San Francisco State University 2003 — 2007
Bachelor's degree, Communication, General
Rachel Ellingson Rachel Ellingson's Cowen and Company Experience January 2000 - March 2005
Job Vice President, Global Communications
Industry Medical Devices
Experience
St. Jude Medical July 2014 - Present
St. Jude Medical September 2012 - July 2014
St. Jude Medical October 2011 - September 2012
St. Jude Medical February 2011 - October 2011
AGA Medical December 2009 - February 2011
Vascular Solutions March 2009 - December 2009
Banc of America Securities March 2005 - June 2008
Cowen and Company January 2000 - March 2005
Advest, Inc. August 1993 - January 2000
Skills
Business Development, Healthcare, Business Strategy, Investment Banking, Medical Devices, Investor Relations, Mergers & Acquisitions, Start-ups, Corporate Communications, Management, Corporate Development, Cross-functional Team..., Strategy, Competitive Analysis, Financial Modeling
Education
University of Rhode Island 1987 — 1991
BA
University of Rhode Island 1987 — 1991
The University of Connecticut School of Business
MBA, Finance
St. Jude Medical July 2014 - Present
St. Jude Medical September 2012 - July 2014
St. Jude Medical October 2011 - September 2012
St. Jude Medical February 2011 - October 2011
AGA Medical December 2009 - February 2011
Vascular Solutions March 2009 - December 2009
Banc of America Securities March 2005 - June 2008
Cowen and Company January 2000 - March 2005
Advest, Inc. August 1993 - January 2000
Skills
Business Development, Healthcare, Business Strategy, Investment Banking, Medical Devices, Investor Relations, Mergers & Acquisitions, Start-ups, Corporate Communications, Management, Corporate Development, Cross-functional Team..., Strategy, Competitive Analysis, Financial Modeling
Education
University of Rhode Island 1987 — 1991
BA
University of Rhode Island 1987 — 1991
The University of Connecticut School of Business
MBA, Finance
Trevor Wolfe Trevor Wolfe's Cowen and Company Experience July 2014 - August 2015
Job Investment Banking Analyst at Centerview Partners
Industry Investment Banking
Experience
Centerview Partners August 2015 - Present
Cowen and Company July 2014 - August 2015
Eagle Oil & Gas Co. August 2013 - May 2014
Cowen and Company June 2013 - August 2013
Eagle Oil & Gas Co. January 2013 - May 2013
SMU Cox School of Business August 2011 - January 2013
Carbon Voyage June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Sloat Garden Center June 2009 - June 2010
Wolfe Ranch August 2005 - June 2010
Skills
Microsoft Office, Team Leadership, Organizational Behavior, PowerPoint, Marketing, Microsoft Excel, Google Chrome, Research, Sales, Finance, Access, Investments, Economics, Time Management
Education
Southern Methodist University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Monte Vista High School 2006 — 2010
High School Diploma
Centerview Partners August 2015 - Present
Cowen and Company July 2014 - August 2015
Eagle Oil & Gas Co. August 2013 - May 2014
Cowen and Company June 2013 - August 2013
Eagle Oil & Gas Co. January 2013 - May 2013
SMU Cox School of Business August 2011 - January 2013
Carbon Voyage June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Sloat Garden Center June 2009 - June 2010
Wolfe Ranch August 2005 - June 2010
Skills
Microsoft Office, Team Leadership, Organizational Behavior, PowerPoint, Marketing, Microsoft Excel, Google Chrome, Research, Sales, Finance, Access, Investments, Economics, Time Management
Education
Southern Methodist University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Monte Vista High School 2006 — 2010
High School Diploma
Ryan Blicker Ryan Blicker's Cowen and Company Experience September 2014 - Present
Job Equity Research Associate at Cowen and Company
Industry Investment Management
Experience
Cowen and Company September 2014 - Present
SCIFI Opportunity Fund January 2013 - June 2014
Stonehill College September 2010 - May 2014
Samsonite September 2013 - December 2013
Barington Capital Group June 2013 - August 2013
Ryan Blicker Sports Camp June 2010 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Outlook, Bloomberg, Valuation, Financial Modeling, Investments, Analysis
Education
Stonehill College 2010 — 2014
Bachelor of Science (B.S.), Economics
Cowen and Company September 2014 - Present
SCIFI Opportunity Fund January 2013 - June 2014
Stonehill College September 2010 - May 2014
Samsonite September 2013 - December 2013
Barington Capital Group June 2013 - August 2013
Ryan Blicker Sports Camp June 2010 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Outlook, Bloomberg, Valuation, Financial Modeling, Investments, Analysis
Education
Stonehill College 2010 — 2014
Bachelor of Science (B.S.), Economics
Weida Tan Weida Tan's Cowen and Company Experience November 2011 - March 2012
Job 3D Printing Lab Research Assistant
Industry Mechanical or Industrial Engineering
Experience
The University of Alabama at Birmingham August 2013 - Present
CITIC Securities June 2012 - August 2012
New Oriental Education & Technology Group (NYSE:EDU) April 2012 - May 2012
Cowen and Company November 2011 - March 2012
Intrax May 2009 - August 2010
Skills
Customer Service, Research, Teamwork, Public Speaking, Event Planning, Data Analysis, Teaching, Solid Modeling, Microsoft Office, Matlab, Analysis
Education
University of Alabama at Birmingham
BS, Mechanical Engineering
The University of Alabama at Birmingham August 2013 - Present
CITIC Securities June 2012 - August 2012
New Oriental Education & Technology Group (NYSE:EDU) April 2012 - May 2012
Cowen and Company November 2011 - March 2012
Intrax May 2009 - August 2010
Skills
Customer Service, Research, Teamwork, Public Speaking, Event Planning, Data Analysis, Teaching, Solid Modeling, Microsoft Office, Matlab, Analysis
Education
University of Alabama at Birmingham
BS, Mechanical Engineering
Eden Dominguez Eden Dominguez's Cowen and Company Experience June 2011 - May 2012
Job Office Manager/EA at SocialCode
Industry Financial Services
Experience
SocialCode October 2014 - Present
Hathway March 2013 - August 2014
Kabam May 2012 - December 2012
Cowen and Company June 2011 - May 2012
JMP Securities March 2011 - June 2011
Sephora October 2009 - March 2011
Spa Bar & Salon December 2004 - October 2009
Four Seasons Hotels and Resorts September 2001 - December 2004
Elizabeth Arden September 1998 - August 2001
Skills
Administrative..., Recruiting, Customer Service, Event Planning, Team Building, Marketing, Sales, Social Media, Process Scheduler, Management, Office Management, Executive Support, Teamwork, Research, Access, Administrative Support, Social Networking, Start-ups, Budgets, Microsoft Office, Inventory Management, PowerPoint, E-commerce, Software Documentation, Accounts Payable, Online Gaming, Retail, Press Releases, Expense Reports, Public Speaking, Scheduling, Facilities Operations, Mobile Applications, Sourcing, Technical Recruiting, Writing, Problem Solving, Vendor Relations, Google Docs, Heavy Calendaring, Catering, Call Center, Background Checks, Oracle HR, HR Policies, Accounts Receivable, Filing, Budget Reconciliation, Mashups, Makeup Artistry
Education
University of San Francisco 2001 — 2004
Bachelor of Science (B.S.), Political Science and Government
San Francisco State University 1998 — 2001
Associate of Arts and Sciences (A.A.S.), Political Science and Government
Stanford University 1998 — 1998
SocialCode October 2014 - Present
Hathway March 2013 - August 2014
Kabam May 2012 - December 2012
Cowen and Company June 2011 - May 2012
JMP Securities March 2011 - June 2011
Sephora October 2009 - March 2011
Spa Bar & Salon December 2004 - October 2009
Four Seasons Hotels and Resorts September 2001 - December 2004
Elizabeth Arden September 1998 - August 2001
Skills
Administrative..., Recruiting, Customer Service, Event Planning, Team Building, Marketing, Sales, Social Media, Process Scheduler, Management, Office Management, Executive Support, Teamwork, Research, Access, Administrative Support, Social Networking, Start-ups, Budgets, Microsoft Office, Inventory Management, PowerPoint, E-commerce, Software Documentation, Accounts Payable, Online Gaming, Retail, Press Releases, Expense Reports, Public Speaking, Scheduling, Facilities Operations, Mobile Applications, Sourcing, Technical Recruiting, Writing, Problem Solving, Vendor Relations, Google Docs, Heavy Calendaring, Catering, Call Center, Background Checks, Oracle HR, HR Policies, Accounts Receivable, Filing, Budget Reconciliation, Mashups, Makeup Artistry
Education
University of San Francisco 2001 — 2004
Bachelor of Science (B.S.), Political Science and Government
San Francisco State University 1998 — 2001
Associate of Arts and Sciences (A.A.S.), Political Science and Government
Stanford University 1998 — 1998
Dean Hoang Dean Hoang's Cowen and Company Experience July 2011 - June 2013
Job Investment Associate at Pinnacle Ventures
Industry Venture Capital & Private Equity
Experience
Pinnacle Ventures January 2014 - Present
Cowen and Company July 2011 - June 2013
Kaiser Permanente June 2010 - September 2010
Northrop Grumman Corporation June 2009 - December 2009
Skills
Financial Modeling, Portfolio Management, Valuation, Business Valuation, Financial Analysis, Finance, Corporate Finance, Document Drafting, Venture Capital, Due Diligence, PowerPoint, Mergers
Education
Santa Clara University 2007 — 2011
BS, Mechanical Engineering
Santa Clara University - Leavey School of Business 2007 — 2011
BSC, Finance
Pinnacle Ventures January 2014 - Present
Cowen and Company July 2011 - June 2013
Kaiser Permanente June 2010 - September 2010
Northrop Grumman Corporation June 2009 - December 2009
Skills
Financial Modeling, Portfolio Management, Valuation, Business Valuation, Financial Analysis, Finance, Corporate Finance, Document Drafting, Venture Capital, Due Diligence, PowerPoint, Mergers
Education
Santa Clara University 2007 — 2011
BS, Mechanical Engineering
Santa Clara University - Leavey School of Business 2007 — 2011
BSC, Finance
Tony LaRose Tony LaRose's Cowen and Company Experience July 2014 - August 2015
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan September 2015 - Present
Cowen and Company July 2014 - August 2015
LP Analyst September 2013 - November 2013
Wells Fargo May 2013 - August 2013
Procter & Gamble May 2012 - August 2012
D. Miller & Associates, P.L.L.C. May 2011 - August 2011
Skills
Finance, Market Research, Valuation, PowerPoint, Microsoft Excel, Financial Modeling, Accounting, Microsoft Word, Microsoft Office, Social Media, Financial Analysis, Research, Public Speaking, Customer Service, Teamwork, Capital Markets
Education
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, 3.8 / 4.0
Klein High School 2006 — 2010
J.P. Morgan September 2015 - Present
Cowen and Company July 2014 - August 2015
LP Analyst September 2013 - November 2013
Wells Fargo May 2013 - August 2013
Procter & Gamble May 2012 - August 2012
D. Miller & Associates, P.L.L.C. May 2011 - August 2011
Skills
Finance, Market Research, Valuation, PowerPoint, Microsoft Excel, Financial Modeling, Accounting, Microsoft Word, Microsoft Office, Social Media, Financial Analysis, Research, Public Speaking, Customer Service, Teamwork, Capital Markets
Education
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, 3.8 / 4.0
Klein High School 2006 — 2010
Joe Noonan's Cowen and Company Experience July 2003 - September 2005
Job Founder & CEO at Homespun Design
Industry Internet
Experience
Homespun Design January 2014 - Present
Watts Water Technologies May 2013 - Present
Self-Employed December 2012 - May 2013
Wayfair September 2011 - November 2012
Wayfair March 2009 - September 2011
Wayfair April 2008 - March 2009
Polaris Partners October 2005 - April 2008
Cowen and Company July 2003 - September 2005
Skills
Strategic Planning, Merchandising, User Experience, Venture Capital, Financial Modeling, Data Analysis, Team Leadership, Mergers, Digital Marketing, P&L Management, Negotiation, E-commerce, Mergers & Acquisitions, Marketing, Management, Analytics, Strategy, Competitive Analysis, Sales
Education
Trinity College-Hartford 1999 — 2003
BA, Economics
Bishop Guertin 1995 — 1999
Homespun Design January 2014 - Present
Watts Water Technologies May 2013 - Present
Self-Employed December 2012 - May 2013
Wayfair September 2011 - November 2012
Wayfair March 2009 - September 2011
Wayfair April 2008 - March 2009
Polaris Partners October 2005 - April 2008
Cowen and Company July 2003 - September 2005
Skills
Strategic Planning, Merchandising, User Experience, Venture Capital, Financial Modeling, Data Analysis, Team Leadership, Mergers, Digital Marketing, P&L Management, Negotiation, E-commerce, Mergers & Acquisitions, Marketing, Management, Analytics, Strategy, Competitive Analysis, Sales
Education
Trinity College-Hartford 1999 — 2003
BA, Economics
Bishop Guertin 1995 — 1999
Kevin Mertens, AIF® Kevin Mertens, AIF®'s Cowen and Company Experience 1987 - 1996
Job Financial Advisor at United Community Advisory Services
Industry Investment Management
Experience
United Community Bank July 2015 - Present
The Toronto-Dominion Bank March 2011 - July 2015
VM Manning & Co 2001 - 2011
Office of US Senator Ernest F Hollings 2004 - 2005
BB&T Scott & Stringfellow 1998 - 2001
Hampshire Securities 1997 - 1998
Cowen and Company 1987 - 1996
Laidlaw Adams and Peck 1985 - 1987
Education
University of North Carolina at Chapel Hill
BA, Political Science
Sewanee-The University of the South
EFM, The School of Theology
Ravenscroft School
Diploma, College Preparatory
United Community Bank July 2015 - Present
The Toronto-Dominion Bank March 2011 - July 2015
VM Manning & Co 2001 - 2011
Office of US Senator Ernest F Hollings 2004 - 2005
BB&T Scott & Stringfellow 1998 - 2001
Hampshire Securities 1997 - 1998
Cowen and Company 1987 - 1996
Laidlaw Adams and Peck 1985 - 1987
Education
University of North Carolina at Chapel Hill
BA, Political Science
Sewanee-The University of the South
EFM, The School of Theology
Ravenscroft School
Diploma, College Preparatory
Simrun Kochhar's Cowen and Company Experience July 2010 - August 2011
Job Senior Consultant, Strategy & Change Internal Practice (SCIP), IBM
Industry Management Consulting
Experience
IBM, Global Business Services October 2014 - Present
IBM, Global Business Services June 2013 - August 2013
Fair Trade USA March 2012 - September 2012
24 Hour Fitness October 2009 - August 2012
Centaur Partners September 2011 - July 2012
C.E.O. Women September 2008 - December 2011
Cowen and Company July 2010 - August 2011
Lehman Brothers January 2006 - June 2008
Cardinal Health August 2004 - December 2005
Skills
Financial Modeling, Strategy, Analysis, Valuation, Positioning, Investment Banking, Finance, Accounting, IPO, Mergers, LBO, Corporate Finance, Forecasting, Business Planning, Corporate Development, Financial Analysis, Equities, Capital Markets
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
BBA
University of Michigan 2000 — 2002
IBM, Global Business Services October 2014 - Present
IBM, Global Business Services June 2013 - August 2013
Fair Trade USA March 2012 - September 2012
24 Hour Fitness October 2009 - August 2012
Centaur Partners September 2011 - July 2012
C.E.O. Women September 2008 - December 2011
Cowen and Company July 2010 - August 2011
Lehman Brothers January 2006 - June 2008
Cardinal Health August 2004 - December 2005
Skills
Financial Modeling, Strategy, Analysis, Valuation, Positioning, Investment Banking, Finance, Accounting, IPO, Mergers, LBO, Corporate Finance, Forecasting, Business Planning, Corporate Development, Financial Analysis, Equities, Capital Markets
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
BBA
University of Michigan 2000 — 2002
Melissa Chan Melissa Chan's Cowen and Company Experience July 2010 - October 2010
Job Investment Banking Associate at Stifel Nicolaus Weisel
Industry Investment Banking
Experience
Stifel Nicolaus Weisel October 2010 - Present
Cowen and Company July 2010 - October 2010
Skills
Valuation, Investment Banking, Capital Markets, Financial Modeling, Private Equity, Fixed Income, Corporate Finance, Equities, DCF, Due Diligence, Alternative Investments, Venture Capital, Bloomberg, Financial Analysis, Investments
Education
The Johns Hopkins University 2006 — 2010
Bachelor of Arts (B.A.), Economics and International Relations
Stuyvesant High School 2002 — 2006
Stifel Nicolaus Weisel October 2010 - Present
Cowen and Company July 2010 - October 2010
Skills
Valuation, Investment Banking, Capital Markets, Financial Modeling, Private Equity, Fixed Income, Corporate Finance, Equities, DCF, Due Diligence, Alternative Investments, Venture Capital, Bloomberg, Financial Analysis, Investments
Education
The Johns Hopkins University 2006 — 2010
Bachelor of Arts (B.A.), Economics and International Relations
Stuyvesant High School 2002 — 2006
Gerald Moore Gerald Moore's Cowen and Company Experience 1993 - 1995
Job President, CEO at Nido Surgical
Industry Medical Devices
Experience
Nido Surgical, LLC 2014 - Present
Launchpad Venture Group 2014 - Present
CommonAngels Ventures 2010 - Present
Eaton Vance Management 2010 - 2013
EndoPhlebex Technologies 2010 - 2010
Putnam Investments 1997 - 2010
MuseumShop.com 1998 - 2001
The Boston Company Asset Management 1995 - 1997
Cowen and Company 1993 - 1995
Texas Instruments 1986 - 1990
Skills
Equities, Investments, Portfolio Management, Due Diligence, Business Planning, Mutual Funds, Investment Banking, Asset Management, Start-ups, Business Development, Equity Research, Financial Analysis, Financial Modeling, Valuation, Angel Investing, Entrepreneurial..., Business Strategy, Strategic Planning, Corporate Development, Board of Directors, Audit Committee, Nonprofits
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1990 — 1992
MBA, Business Administration and General Management
University of Wisconsin-Madison 1981 — 1985
BS, Electrical & Computer Engineering
Ecolint
Nido Surgical, LLC 2014 - Present
Launchpad Venture Group 2014 - Present
CommonAngels Ventures 2010 - Present
Eaton Vance Management 2010 - 2013
EndoPhlebex Technologies 2010 - 2010
Putnam Investments 1997 - 2010
MuseumShop.com 1998 - 2001
The Boston Company Asset Management 1995 - 1997
Cowen and Company 1993 - 1995
Texas Instruments 1986 - 1990
Skills
Equities, Investments, Portfolio Management, Due Diligence, Business Planning, Mutual Funds, Investment Banking, Asset Management, Start-ups, Business Development, Equity Research, Financial Analysis, Financial Modeling, Valuation, Angel Investing, Entrepreneurial..., Business Strategy, Strategic Planning, Corporate Development, Board of Directors, Audit Committee, Nonprofits
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1990 — 1992
MBA, Business Administration and General Management
University of Wisconsin-Madison 1981 — 1985
BS, Electrical & Computer Engineering
Ecolint
Adam Altman Adam Altman's Cowen and Company Experience April 2006 - September 2009
Job Vice President at Contrarian Capital Management
Industry Financial Services
Experience
Contrarian Capital Management September 2011 - Present
KCPS Clarity May 2010 - September 2010
Cowen and Company April 2006 - September 2009
The Altman Group, Inc. June 2004 - March 2006
Riggs Bank N.A. January 2004 - May 2004
Merrill Lynch June 2002 - December 2002
Skills
Hedge Funds, Equities, Investments, Financial Modeling, Investment Banking, Alternative Investments, Private Equity, Capital Markets, Valuation, Asset Managment, Fixed Income, Bloomberg
Education
Tel Aviv University 2009 — 2010
MBA, Business
University of Maryland - Robert H. Smith School of Business 2000 — 2004
B.S., Finance
Semester At Sea 2003 — 2003
Contrarian Capital Management September 2011 - Present
KCPS Clarity May 2010 - September 2010
Cowen and Company April 2006 - September 2009
The Altman Group, Inc. June 2004 - March 2006
Riggs Bank N.A. January 2004 - May 2004
Merrill Lynch June 2002 - December 2002
Skills
Hedge Funds, Equities, Investments, Financial Modeling, Investment Banking, Alternative Investments, Private Equity, Capital Markets, Valuation, Asset Managment, Fixed Income, Bloomberg
Education
Tel Aviv University 2009 — 2010
MBA, Business
University of Maryland - Robert H. Smith School of Business 2000 — 2004
B.S., Finance
Semester At Sea 2003 — 2003
Kathy Conway's Cowen and Company Experience June 1987 - September 1993
Job Realtor at Town and Country Real Estate
Industry Real Estate
Experience
Town and Country Real Estate 2012 - Present
Raymond James & Associates, Inc 1999 - April 2012
Prudential Financial 1996 - 1999
Chase 1993 - 1996
Cowen and Company June 1987 - September 1993
Kidder Peabody 1982 - 1986
Skills
Series 7, Series 63, Hedge Funds, Alternative Investments, Equities, Fixed Income, Capital Markets, Investments, Bloomberg, Securities, High Yield, Real Estate
Education
The University of Georgia 1975 — 1979
BS, Math/Science Education
St. Pius X High School 1971 — 1975
Town and Country Real Estate 2012 - Present
Raymond James & Associates, Inc 1999 - April 2012
Prudential Financial 1996 - 1999
Chase 1993 - 1996
Cowen and Company June 1987 - September 1993
Kidder Peabody 1982 - 1986
Skills
Series 7, Series 63, Hedge Funds, Alternative Investments, Equities, Fixed Income, Capital Markets, Investments, Bloomberg, Securities, High Yield, Real Estate
Education
The University of Georgia 1975 — 1979
BS, Math/Science Education
St. Pius X High School 1971 — 1975
Olivia Speck Olivia Speck'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 May 2014 - August 2014
Olivella's Avera Pizza Napoletana August 2012 - May 2014
Mill Creek Residential Trust LLC May 2013 - August 2013
Southern Methodist University December 2011 - May 2013
1515 Restaurant May 2012 - August 2012
RuffaloCODY October 2011 - April 2012
Pink Stripes Boutique March 2011 - August 2011
A/W Private Wealth Company May 2009 - August 2009
Skills
Excel, Website Administration, PowerPoint, Word, Corporate Communications, Cpr Certified, Social Media, Microsoft Excel, Microsoft Word, Client Services, Research, Facebook, Microsoft Office, Public Speaking, Social Networking
Education
Southern Methodist University - Cox School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Cowen and Company July 2015 - Present
Cowen and Company May 2014 - August 2014
Olivella's Avera Pizza Napoletana August 2012 - May 2014
Mill Creek Residential Trust LLC May 2013 - August 2013
Southern Methodist University December 2011 - May 2013
1515 Restaurant May 2012 - August 2012
RuffaloCODY October 2011 - April 2012
Pink Stripes Boutique March 2011 - August 2011
A/W Private Wealth Company May 2009 - August 2009
Skills
Excel, Website Administration, PowerPoint, Word, Corporate Communications, Cpr Certified, Social Media, Microsoft Excel, Microsoft Word, Client Services, Research, Facebook, Microsoft Office, Public Speaking, Social Networking
Education
Southern Methodist University - Cox School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Elaine Ho's Cowen and Company Experience June 2009 - August 2009
Job Business Operations & Strategy at NerdWallet
Industry Venture Capital & Private Equity
Experience
NerdWallet September 2015 - Present
The Riverside Company August 2012 - August 2015
Lazard Freres & Co. June 2010 - June 2012
Cowen and Company June 2009 - August 2009
Education
University of California, Berkeley 2006 — 2010
B.A., Economics
NerdWallet September 2015 - Present
The Riverside Company August 2012 - August 2015
Lazard Freres & Co. June 2010 - June 2012
Cowen and Company June 2009 - August 2009
Education
University of California, Berkeley 2006 — 2010
B.A., Economics
Krishnan Varier Krishnan Varier's Cowen and Company Experience June 2014 - Present
Job Associate at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company June 2014 - Present
Health Care REIT March 2013 - June 2013
Bank of America Merrill Lynch May 2011 - August 2012
Morgan Keegan October 2010 - April 2011
Bank of America September 2006 - August 2008
Skills
Investment Banking, Financial Modeling, Investments, Valuation, Mergers & Acquisitions, Financial Analysis, Due Diligence, Business Valuation, LBO, Capital Markets, DCF, Series 63, Financial Advisory, Financial Services, Capital IQ, Bloomberg, Proposal Writing, Mergers, Strategy, Finance, Private Equity, Equities, Corporate Finance, Portfolio Management, Emerging Markets, Series 7, Hedge Funds, Equity Research, Treasury Management, Analysis, Trading, Asset Management, Fixed Income, Microsoft Excel, Real Estate, Real Estate Transactions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA, Finance, Investment Management
The University of Texas at Austin 1997 — 2001
Bachelor of Arts, Economics, Business Concentration
Cowen and Company June 2014 - Present
Health Care REIT March 2013 - June 2013
Bank of America Merrill Lynch May 2011 - August 2012
Morgan Keegan October 2010 - April 2011
Bank of America September 2006 - August 2008
Skills
Investment Banking, Financial Modeling, Investments, Valuation, Mergers & Acquisitions, Financial Analysis, Due Diligence, Business Valuation, LBO, Capital Markets, DCF, Series 63, Financial Advisory, Financial Services, Capital IQ, Bloomberg, Proposal Writing, Mergers, Strategy, Finance, Private Equity, Equities, Corporate Finance, Portfolio Management, Emerging Markets, Series 7, Hedge Funds, Equity Research, Treasury Management, Analysis, Trading, Asset Management, Fixed Income, Microsoft Excel, Real Estate, Real Estate Transactions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA, Finance, Investment Management
The University of Texas at Austin 1997 — 2001
Bachelor of Arts, Economics, Business Concentration
Stephen Lines's Cowen and Company Experience February 2011 - Present
Job Analyst at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company February 2011 - Present
Scottrade March 2008 - May 2010
Consolidated Business Group May 2009 - July 2009
Skills
Investment Banking, Equity Research, Valuation, Bloomberg, Equities, Capital Markets, Financial Modeling, Private Equity, Hedge Funds, LBO, Fixed Income, Corporate Finance
Education
Siena College 2006 — 2010
Bachelor of Science (BS), Finance, General
John Jay High School
Accounting and Finance
Cowen and Company February 2011 - Present
Scottrade March 2008 - May 2010
Consolidated Business Group May 2009 - July 2009
Skills
Investment Banking, Equity Research, Valuation, Bloomberg, Equities, Capital Markets, Financial Modeling, Private Equity, Hedge Funds, LBO, Fixed Income, Corporate Finance
Education
Siena College 2006 — 2010
Bachelor of Science (BS), Finance, General
John Jay High School
Accounting and Finance
Forrest Carter Voss's Cowen and Company Experience August 2014 - Present
Job Institutional Equity Sales at Cowen and Company
Industry Financial Services
Experience
Cowen and Company August 2014 - Present
Greystar - BLVD September 2013 - March 2014
Skills
Real Estate, Leases, Event Planning, Lease Administration, Property Management, Apartments, Student Housing, Yardi, Resident Retention, AMSI, Customer Service, Microsoft Excel, Microsoft Office, Social Media, Public Speaking
Education
Southern Methodist University 2008 — 2013
Bachelor of Arts (BA), Sociology
Episcopal High School Alexandria, VA 2004 — 2008
Cowen and Company August 2014 - Present
Greystar - BLVD September 2013 - March 2014
Skills
Real Estate, Leases, Event Planning, Lease Administration, Property Management, Apartments, Student Housing, Yardi, Resident Retention, AMSI, Customer Service, Microsoft Excel, Microsoft Office, Social Media, Public Speaking
Education
Southern Methodist University 2008 — 2013
Bachelor of Arts (BA), Sociology
Episcopal High School Alexandria, VA 2004 — 2008
Steve Mellish Steve Mellish's Cowen and Company Experience April 2011 - Present
Job Analyst Pharmaceuticals
Industry Research
Experience
Cowen and Company April 2011 - Present
Pfizer October 2007 - May 2011
Skills
Marketing Communications, Pharmaceutical Sales, Customer Analysis, Event Planning, Market Research, Market Analysis, Data Analysis, Marketing Management, Product Launch, Brand Management, Business Planning
Education
The Johns Hopkins University 2002 — 2006
Bachelor of Science (BS), Music
Cowen and Company April 2011 - Present
Pfizer October 2007 - May 2011
Skills
Marketing Communications, Pharmaceutical Sales, Customer Analysis, Event Planning, Market Research, Market Analysis, Data Analysis, Marketing Management, Product Launch, Brand Management, Business Planning
Education
The Johns Hopkins University 2002 — 2006
Bachelor of Science (BS), Music
Jason Tedeschi Jason Tedeschi's Cowen and Company Experience September 2011 - June 2013
Job Senior Manager, Corporate Development at Wayfair
Industry Internet
Experience
Wayfair March 2015 - Present
Wayfair July 2013 - March 2015
Cowen and Company September 2011 - June 2013
America's Growth Capital August 2010 - August 2011
Skills
Financial Modeling, Financial Analysis, Valuation, Mergers, Debt & Equity Capital..., Transaction Sourcing, Investment Banking, Corporate Finance, Capital Markets, Business Development, Sourcing, Trading, Bloomberg, Mergers & Acquisitions, LBO, Venture Capital, Corporate Development
Education
Trinity College-Hartford 2006 — 2010
Wayfair March 2015 - Present
Wayfair July 2013 - March 2015
Cowen and Company September 2011 - June 2013
America's Growth Capital August 2010 - August 2011
Skills
Financial Modeling, Financial Analysis, Valuation, Mergers, Debt & Equity Capital..., Transaction Sourcing, Investment Banking, Corporate Finance, Capital Markets, Business Development, Sourcing, Trading, Bloomberg, Mergers & Acquisitions, LBO, Venture Capital, Corporate Development
Education
Trinity College-Hartford 2006 — 2010
Janet Jan Sijansky Janet Jan Sijansky's Cowen and Company Experience 1981 - 1983
Job Senior Registered Client Service Associate UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services March 2009 - Present
Barry Brown Clay Studio @ Art Center of Corpus Christi September 2009 - Present
Smith Barney 2002 - 2009
Morgan Stanley 1992 - 2002
Kidder Peabody and Co 1983 - 1992
Cowen and Company 1981 - 1983
Education
Texas State University-San Marcos 1975 — 1980
BFA, Studio Art with Concentration in Ceramics
UBS Financial Services March 2009 - Present
Barry Brown Clay Studio @ Art Center of Corpus Christi September 2009 - Present
Smith Barney 2002 - 2009
Morgan Stanley 1992 - 2002
Kidder Peabody and Co 1983 - 1992
Cowen and Company 1981 - 1983
Education
Texas State University-San Marcos 1975 — 1980
BFA, Studio Art with Concentration in Ceramics
Roger Chudde Roger Chudde's Cowen and Company Experience 1990 - 1995
Job Financial Advisor/ President
Industry Financial Services
Experience
Chudde Wealth Management, LLC of Wells Fargo Advisors Financial Network March 2011 - Present
Wells Fargo Advisors 2008 - 2011
A.G. Edwards & Sons, Inc. February 1995 - June 2007
Cowen and Company 1990 - 1995
E.F. Hutton 1986 - 1990
Skills
Client Service and..., Annuities, Long-Term..., Independent Financial...
Education
Wright State University 1969 — 1972
BS, BUSINESS AND EDUCATION
Sinclair Community College 1966 — 1968
Associate
University of Dayton
MS, EDUCATION SUPERVISION
Chudde Wealth Management, LLC of Wells Fargo Advisors Financial Network March 2011 - Present
Wells Fargo Advisors 2008 - 2011
A.G. Edwards & Sons, Inc. February 1995 - June 2007
Cowen and Company 1990 - 1995
E.F. Hutton 1986 - 1990
Skills
Client Service and..., Annuities, Long-Term..., Independent Financial...
Education
Wright State University 1969 — 1972
BS, BUSINESS AND EDUCATION
Sinclair Community College 1966 — 1968
Associate
University of Dayton
MS, EDUCATION SUPERVISION
Jason Russell's Cowen and Company Experience January 2014 - March 2014
Job Vice President, Healthcare Investment Banking at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley April 2014 - December 2014
Cowen and Company January 2014 - March 2014
Cowen and Company July 2010 - December 2013
Cowen and Company July 2007 - June 2010
Pali Capital May 2006 - July 2006
Merrill Lynch January 2006 - April 2006
Pratt & Whitney May 2005 - July 2005
Skills
Leadership, Mergers & Acquisitions, Project Management, Investment Banking, Valuation, Trading, Financial Modeling, Portfolio Management, Capital Markets, Equities, Private Equity, Corporate Finance, M&A experience, Venture Capital, Investments
Education
The Citadel 2003 — 2007
B.S., Business Administration (Accounting), Minor in Spanish
Morgan Stanley January 2015 - Present
Morgan Stanley April 2014 - December 2014
Cowen and Company January 2014 - March 2014
Cowen and Company July 2010 - December 2013
Cowen and Company July 2007 - June 2010
Pali Capital May 2006 - July 2006
Merrill Lynch January 2006 - April 2006
Pratt & Whitney May 2005 - July 2005
Skills
Leadership, Mergers & Acquisitions, Project Management, Investment Banking, Valuation, Trading, Financial Modeling, Portfolio Management, Capital Markets, Equities, Private Equity, Corporate Finance, M&A experience, Venture Capital, Investments
Education
The Citadel 2003 — 2007
B.S., Business Administration (Accounting), Minor in Spanish
Kathleen Connolly Kathleen Connolly's Cowen and Company Experience May 1999 - July 2000
Job Event and Stafffing Manager
Industry Events Services
Experience
Pepper's Fine Foods Catering November 2012 - Present
Bakers' Best Inc November 2005 - Present
Toyota of Wellesley January 2008 - December 2011
Bakers' Best Catering November 2005 - September 2007
Wildflour Catering Inc May 2003 - November 2005
Lernout & Hauspie July 2000 - November 2002
Cowen and Company May 1999 - July 2000
Skills
Event Planning, Event Management, New Business Development, Advertising, Human Resources, Customer Service, Catering, Marketing, Social Media, Sales, Food, Marketing Communications, Microsoft Office, Contract Negotiation
Education
Ursinus College 1993 — 1997
BA, Communications
University of Limerick 1996 — 1996
Moravian Academy 1989 — 1993
Temple University
communication development and disorders
Pepper's Fine Foods Catering November 2012 - Present
Bakers' Best Inc November 2005 - Present
Toyota of Wellesley January 2008 - December 2011
Bakers' Best Catering November 2005 - September 2007
Wildflour Catering Inc May 2003 - November 2005
Lernout & Hauspie July 2000 - November 2002
Cowen and Company May 1999 - July 2000
Skills
Event Planning, Event Management, New Business Development, Advertising, Human Resources, Customer Service, Catering, Marketing, Social Media, Sales, Food, Marketing Communications, Microsoft Office, Contract Negotiation
Education
Ursinus College 1993 — 1997
BA, Communications
University of Limerick 1996 — 1996
Moravian Academy 1989 — 1993
Temple University
communication development and disorders
Ron Pillar Ron Pillar's Cowen and Company Experience January 1995 - July 1998
Job Co Founder at Pillar Capital Advisors LLC
Industry Investment Banking
Experience
Pillar Capital Advisors LLC January 2014 - Present
Voxy December 2010 - Present
Benbria 2010 - Present
Sagent Advisors December 2010 - December 2013
Pillar Capital Advisors LLC August 2009 - November 2010
JPMorgan February 2000 - January 2009
Merrill Lynch July 1998 - January 2000
Cowen and Company January 1995 - July 1998
Skills
Corporate Development, Investment Banking, Private Placements, Corporate Finance, Mergers & Acquisitions, Private Equity, Mergers, Capital Markets, Business Strategy
Education
UCLA Anderson School of Management
MBA
University of Pennsylvania - The Wharton School
BSE
Pillar Capital Advisors LLC January 2014 - Present
Voxy December 2010 - Present
Benbria 2010 - Present
Sagent Advisors December 2010 - December 2013
Pillar Capital Advisors LLC August 2009 - November 2010
JPMorgan February 2000 - January 2009
Merrill Lynch July 1998 - January 2000
Cowen and Company January 1995 - July 1998
Skills
Corporate Development, Investment Banking, Private Placements, Corporate Finance, Mergers & Acquisitions, Private Equity, Mergers, Capital Markets, Business Strategy
Education
UCLA Anderson School of Management
MBA
University of Pennsylvania - The Wharton School
BSE
Thomas Cannon Thomas Cannon's Cowen and Company Experience June 1998 - April 2009
Job Chief Operating Officer at Quality In Real Time
Industry Hospital & Health Care
Experience
Quality In Real Time July 2009 - Present
Quality In Real Time June 2008 - July 2009
Cowen and Company June 1998 - April 2009
Skills
Operations Management, Medicare, IT Operations, Medicare/Medicaid..., Marketing Strategy, Operational Efficiency, Systems Analysis, Database Design, Healthcare Information..., Process Improvement, Strategic Planning, Business Process, Marketing, Quality Improvement, Project Planning, Business Analysis, Management, Clinical Research, Elder Care, Leadership, Medicare/Medicaid..., Team Building, Healthcare, HIPAA, Healthcare Management
Education
St. John's University, The Peter J. Tobin College of Business 2009 — 2011
MBA, Computer Information Systems
University of Delaware 1994 — 1998
BSBA, Finance, Economics
Quality In Real Time July 2009 - Present
Quality In Real Time June 2008 - July 2009
Cowen and Company June 1998 - April 2009
Skills
Operations Management, Medicare, IT Operations, Medicare/Medicaid..., Marketing Strategy, Operational Efficiency, Systems Analysis, Database Design, Healthcare Information..., Process Improvement, Strategic Planning, Business Process, Marketing, Quality Improvement, Project Planning, Business Analysis, Management, Clinical Research, Elder Care, Leadership, Medicare/Medicaid..., Team Building, Healthcare, HIPAA, Healthcare Management
Education
St. John's University, The Peter J. Tobin College of Business 2009 — 2011
MBA, Computer Information Systems
University of Delaware 1994 — 1998
BSBA, Finance, Economics
Ihab Massry Ihab Massry's Cowen and Company Experience February 2009 - October 2011
Job Vice President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities August 2013 - Present
Self Employed October 2011 - August 2013
Cowen and Company February 2009 - October 2011
Fidelity Investments August 2007 - March 2009
Prudential Equity Group October 2000 - August 2007
APB Multimedia Inc. October 1999 - June 2000
Rutgers University, Chemical Engineering Center September 1997 - October 1999
Skills
Visual C#, Microsoft SQL Server, Java, Series 7, Series 63, Series 55, Series 24, FlexTrade, Electronic Trading, ETFs, Equity Trading, Portfolio Management, Equities, Options, Trading
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1997
Doctor of Philosophy (Ph.D.), Chemical Engineering
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1994
Bachelor of Science (BS), Chemical Engineering
Wells Fargo Securities August 2013 - Present
Self Employed October 2011 - August 2013
Cowen and Company February 2009 - October 2011
Fidelity Investments August 2007 - March 2009
Prudential Equity Group October 2000 - August 2007
APB Multimedia Inc. October 1999 - June 2000
Rutgers University, Chemical Engineering Center September 1997 - October 1999
Skills
Visual C#, Microsoft SQL Server, Java, Series 7, Series 63, Series 55, Series 24, FlexTrade, Electronic Trading, ETFs, Equity Trading, Portfolio Management, Equities, Options, Trading
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1997
Doctor of Philosophy (Ph.D.), Chemical Engineering
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1994
Bachelor of Science (BS), Chemical Engineering
Jeanie Li Jeanie Li's Cowen and Company Experience June 2011 - May 2012
Job Client on Boarding Analyst at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank May 2012 - Present
Cowen and Company June 2011 - May 2012
LaBranche & Co. May 2007 - June 2011
Misys 2004 - 2007
Skills
SDLC, Quality Assurance, Requirements Analysis, User Acceptance Testing, Test Planning, Regression Testing, Test Management, HP QTP, SQL, Software Quality..., System Testing, Requirements Gathering, Test Cases, Unix, Test Strategy, Manual Testing, Business Requirements, Defect Tracking, Agile Methodologies, Business Analysis, Testing, Microsoft SQL Server
Education
Stony Brook University
Bachelor's degree, Information Technology
Barclays Investment Bank May 2012 - Present
Cowen and Company June 2011 - May 2012
LaBranche & Co. May 2007 - June 2011
Misys 2004 - 2007
Skills
SDLC, Quality Assurance, Requirements Analysis, User Acceptance Testing, Test Planning, Regression Testing, Test Management, HP QTP, SQL, Software Quality..., System Testing, Requirements Gathering, Test Cases, Unix, Test Strategy, Manual Testing, Business Requirements, Defect Tracking, Agile Methodologies, Business Analysis, Testing, Microsoft SQL Server
Education
Stony Brook University
Bachelor's degree, Information Technology
Nelson Bostrom's Cowen and Company Experience June 2007 - August 2007
Job Director, Strategic Ecosystem & Platform Innovation Strategy and Programs at SAP
Industry Computer Software
Experience
SAP June 2015 - Present
Tenderloin Neighborhood Development Corporation May 2013 - Present
SAP September 2013 - June 2015
Janrain July 2012 - September 2013
TeleSoft Partners April 2012 - June 2012
Level 3 Communications May 2010 - April 2012
TeleSoft Partners June 2009 - May 2010
Hercules Technology Growth Capital August 2007 - June 2009
Cowen and Company June 2007 - August 2007
Skills
Technology..., Telecommunications, Venture Capital, Private Equity, Startup Consulting, SaaS, Social Media Marketing, Internet, E-commerce, Social Media, Facebook, Start-ups, Business Development, Lead Generation, Investments, Business Strategy, Entrepreneurship, Mergers & Acquisitions, Due Diligence, Enterprise Software, Strategy, Management, Strategic Partnerships, Dogs
Education
Santa Clara University School of Law 2005 — 2008
Juris Doctorate, Law
Santa Clara University 2002 — 2005
Bachelor's, Finance
Prospect
SAP June 2015 - Present
Tenderloin Neighborhood Development Corporation May 2013 - Present
SAP September 2013 - June 2015
Janrain July 2012 - September 2013
TeleSoft Partners April 2012 - June 2012
Level 3 Communications May 2010 - April 2012
TeleSoft Partners June 2009 - May 2010
Hercules Technology Growth Capital August 2007 - June 2009
Cowen and Company June 2007 - August 2007
Skills
Technology..., Telecommunications, Venture Capital, Private Equity, Startup Consulting, SaaS, Social Media Marketing, Internet, E-commerce, Social Media, Facebook, Start-ups, Business Development, Lead Generation, Investments, Business Strategy, Entrepreneurship, Mergers & Acquisitions, Due Diligence, Enterprise Software, Strategy, Management, Strategic Partnerships, Dogs
Education
Santa Clara University School of Law 2005 — 2008
Juris Doctorate, Law
Santa Clara University 2002 — 2005
Bachelor's, Finance
Prospect
Mark A. Egert Mark A. Egert's Cowen and Company Experience January 2005 - April 2010
Job Chief Compliance Officer at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2011 - Present
Crowell & Moring LLP April 2010 - May 2011
Cowen and Company January 2005 - April 2010
RBC Capital Markets 2003 - 2005
ABN AMRO Bank N.V. 1998 - 2003
SIFMA 1995 - 1997
Kavanagh Peters 1992 - 1994
Shearman and Sterling 1987 - 1992
Conference Speaking Engagements -- 2011- 2015 1987 - 1988
Publications 1985 - 1986
Skills
Securities, FINRA, Capital Markets, Hedge Funds, Equities, AML, Corporate Law, Fixed Income, Investments, Corporate Governance, Broker-Dealer, Mergers & Acquisitions, Private Placements, Due Diligence, Corporate Finance, Financial Markets, Trading, Alternative Investments, SEC, Banking, Series 24, FCPA, Series 7
Education
The George Washington University Law School 1984 — 1987
JD
University of Delaware 1980 — 1984
Master's degree, History and Political Science
Sphs
Brown Brothers Harriman June 2011 - Present
Crowell & Moring LLP April 2010 - May 2011
Cowen and Company January 2005 - April 2010
RBC Capital Markets 2003 - 2005
ABN AMRO Bank N.V. 1998 - 2003
SIFMA 1995 - 1997
Kavanagh Peters 1992 - 1994
Shearman and Sterling 1987 - 1992
Conference Speaking Engagements -- 2011- 2015 1987 - 1988
Publications 1985 - 1986
Skills
Securities, FINRA, Capital Markets, Hedge Funds, Equities, AML, Corporate Law, Fixed Income, Investments, Corporate Governance, Broker-Dealer, Mergers & Acquisitions, Private Placements, Due Diligence, Corporate Finance, Financial Markets, Trading, Alternative Investments, SEC, Banking, Series 24, FCPA, Series 7
Education
The George Washington University Law School 1984 — 1987
JD
University of Delaware 1980 — 1984
Master's degree, History and Political Science
Sphs
James Monahan James Monahan's Cowen and Company Experience April 2005 - June 2008
Job Project Superintendent at Mc Gowan Builders, Inc.
Industry Construction
Experience
Mc Gowan Builders, Inc. October 2014 - Present
Galvin Brothers Inc. March 2010 - September 2014
Parsonage Point Partners, LLC January 2009 - February 2010
Cowen and Company April 2005 - June 2008
Cantor Fitzgerald June 2003 - April 2005
Oppenheimer & Co. May 1991 - June 2003
Skills
Equities, Trading, Fixed Income, Options, Capital Markets, Series 63, Investment Banking, Project Management, Technical Analysis, CRM, Bloomberg, Hedge Funds, Fidessa, Risk Management, Securities, Business Development, Equity Trading, Trading Systems, Series 7, Electronic Trading
Education
St. Francis College 1986 — 1991
B.S, Business Management
La Salle Academy NYC 1982 — 1986
Mc Gowan Builders, Inc. October 2014 - Present
Galvin Brothers Inc. March 2010 - September 2014
Parsonage Point Partners, LLC January 2009 - February 2010
Cowen and Company April 2005 - June 2008
Cantor Fitzgerald June 2003 - April 2005
Oppenheimer & Co. May 1991 - June 2003
Skills
Equities, Trading, Fixed Income, Options, Capital Markets, Series 63, Investment Banking, Project Management, Technical Analysis, CRM, Bloomberg, Hedge Funds, Fidessa, Risk Management, Securities, Business Development, Equity Trading, Trading Systems, Series 7, Electronic Trading
Education
St. Francis College 1986 — 1991
B.S, Business Management
La Salle Academy NYC 1982 — 1986
Mark Dibble Mark Dibble's Cowen and Company Experience October 1983 - March 1984
Job Senior Technical Analyst at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments March 1994 - Present
Morgan Stanley March 1984 - March 1994
Cowen and Company October 1983 - March 1984
Skills
chart reading, FactSet, Bloomberg, Portfolio Management, Investments, Equities, Equity Research, Technical Analysis
Education
Trinity College-Hartford 1979 — 1983
economics
The Gunnery 1975 — 1979
high school
Fidelity Investments March 1994 - Present
Morgan Stanley March 1984 - March 1994
Cowen and Company October 1983 - March 1984
Skills
chart reading, FactSet, Bloomberg, Portfolio Management, Investments, Equities, Equity Research, Technical Analysis
Education
Trinity College-Hartford 1979 — 1983
economics
The Gunnery 1975 — 1979
high school
Greg Weissman Greg Weissman's Cowen and Company Experience 2007 - 2008
Job Consultant Relations at Putnam Investments
Industry Financial Services
Experience
Putnam Investments December 2011 - Present
Old Mutual Asset Management November 2008 - January 2012
Cowen and Company 2007 - 2008
Pacific Crest Securities 2006 - 2007
Jefferies & Company 2004 - 2006
SoundView Technology Group 2000 - 2004
Education
Southern Methodist University - Cox School of Business
BBA
Putnam Investments December 2011 - Present
Old Mutual Asset Management November 2008 - January 2012
Cowen and Company 2007 - 2008
Pacific Crest Securities 2006 - 2007
Jefferies & Company 2004 - 2006
SoundView Technology Group 2000 - 2004
Education
Southern Methodist University - Cox School of Business
BBA
Jason L. Benson's Cowen and Company Experience September 2013 - November 2014
Job Investment Banking Analyst at Greentech Capital Advisors
Industry Investment Banking
Experience
Greentech Capital Advisors December 2014 - Present
Cowen and Company September 2013 - November 2014
Murray Devine May 2013 - September 2013
Education
Villanova University 2012 — 2013
MS, Finance (MSF)
Seton Hall University 2006 — 2010
BSBA, Finance, Economics
Rockhurst High School 2002 — 2006
Greentech Capital Advisors December 2014 - Present
Cowen and Company September 2013 - November 2014
Murray Devine May 2013 - September 2013
Education
Villanova University 2012 — 2013
MS, Finance (MSF)
Seton Hall University 2006 — 2010
BSBA, Finance, Economics
Rockhurst High School 2002 — 2006
Harry Seherr-Thoss, Jr.'s Cowen and Company Experience June 2010 - June 2011
Job Tenfore Holdings
Industry Venture Capital & Private Equity
Experience
Tenfore Holdings June 2013 - Present
Piper Jaffray July 2011 - June 2013
Cowen and Company June 2010 - June 2011
Skills
Private Equity, Valuation, Bloomberg, Equities, Financial Modeling, Equity Research, Investment Banking, Capital Markets, Hedge Funds, Business Strategy, Mergers & Acquisitions
Education
Trinity College-Hartford 2006 — 2010
Bachelor of Science, Economics
Kent School 2002 — 2006
Tenfore Holdings June 2013 - Present
Piper Jaffray July 2011 - June 2013
Cowen and Company June 2010 - June 2011
Skills
Private Equity, Valuation, Bloomberg, Equities, Financial Modeling, Equity Research, Investment Banking, Capital Markets, Hedge Funds, Business Strategy, Mergers & Acquisitions
Education
Trinity College-Hartford 2006 — 2010
Bachelor of Science, Economics
Kent School 2002 — 2006
Stephen Lines Stephen Lines's Cowen and Company Experience February 2011 - Present
Job Analyst at Cowen and Company
Industry Financial Services
Experience
Cowen and Company February 2011 - Present
Scottrade Financial March 2008 - Present
Victory Petroleum March 2007 - Present
Consolidated Business Group May 2009 - July 2009
United Parcel Service December 2006 - December 2008
Education
Siena College 2006 — 2010
Finance
Siena College AACSB
Bachelor of Science, Finance
Cowen and Company February 2011 - Present
Scottrade Financial March 2008 - Present
Victory Petroleum March 2007 - Present
Consolidated Business Group May 2009 - July 2009
United Parcel Service December 2006 - December 2008
Education
Siena College 2006 — 2010
Finance
Siena College AACSB
Bachelor of Science, Finance
Mary Kate Gorman's Cowen and Company Experience April 2015 - Present
Job Associate at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company April 2015 - Present
PHOTON Consulting September 2014 - April 2015
Perennial Capital Advisors 2013 - 2014
Cambridge Polymer Group January 2013 - May 2013
Perennial Capital Advisors September 2012 - December 2012
Goldman Sachs May 2012 - August 2012
Elmet Technologies May 2011 - August 2011
Skills
Financial Modeling, Excel, Public Speaking, Team Leadership, Series 7, Series 87, Series 86
Education
Tufts University
BS, Chemical Engineering, Cum Laude
Cowen and Company April 2015 - Present
PHOTON Consulting September 2014 - April 2015
Perennial Capital Advisors 2013 - 2014
Cambridge Polymer Group January 2013 - May 2013
Perennial Capital Advisors September 2012 - December 2012
Goldman Sachs May 2012 - August 2012
Elmet Technologies May 2011 - August 2011
Skills
Financial Modeling, Excel, Public Speaking, Team Leadership, Series 7, Series 87, Series 86
Education
Tufts University
BS, Chemical Engineering, Cum Laude
Alicia Simonds's Cowen and Company Experience September 2005 - October 2006
Job Marketing Director at Boston Realty Advisors
Industry Marketing and Advertising
Experience
Boston Realty Advisors April 2015 - Present
Citi Habitats May 2013 - December 2014
Citi Habitats January 2010 - May 2013
Marenzana Conference Services September 2008 - December 2009
944 Media November 2006 - September 2008
Cowen and Company September 2005 - October 2006
Harper's Bazaar February 2004 - August 2005
Skills
Advertising, Online Advertising, Marketing, Integrated Marketing, Email Marketing, Management, Digital Marketing, Market Research, Strategy, Newsletters, Budgets, Sales, Marketing Strategy, Online Marketing, Marketing Communications
Education
Southern Methodist University 1999 — 2003
B.B.A., Marketing
The Hotchkiss School 1996 — 1999
Boston Realty Advisors April 2015 - Present
Citi Habitats May 2013 - December 2014
Citi Habitats January 2010 - May 2013
Marenzana Conference Services September 2008 - December 2009
944 Media November 2006 - September 2008
Cowen and Company September 2005 - October 2006
Harper's Bazaar February 2004 - August 2005
Skills
Advertising, Online Advertising, Marketing, Integrated Marketing, Email Marketing, Management, Digital Marketing, Market Research, Strategy, Newsletters, Budgets, Sales, Marketing Strategy, Online Marketing, Marketing Communications
Education
Southern Methodist University 1999 — 2003
B.B.A., Marketing
The Hotchkiss School 1996 — 1999
Robert Shen Robert Shen's Cowen and Company Experience July 2007 - August 2009
Job MBA Associate at United Airlines
Industry Aviation & Aerospace
Experience
United Airlines June 2014 - September 2014
SK USA, Inc. (SK Holdings) August 2010 - August 2013
SK E&S August 2009 - August 2010
Cowen and Company July 2007 - August 2009
Banc of America Securities June 2006 - August 2006
Skills
Energy, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Investment Banking, Business Strategy, Market Research, Private Equity, Capital Markets, Equity Research, Due Diligence, Equities, Mergers, Bloomberg, Competitive Analysis, Investments, Strategic Financial..., Project Management, International Project..., Cross-border..., Mergers & Acquisitions, Finance, Cleantech, Venture Capital, Strategy, Solar Energy
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance & Sustainability
University of California, Berkeley 2002 — 2006
Bachelor of Arts (B.A.), Rhetoric
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2006
Bachelor of Science (B.S.), Business Administration
La Canada High School 1998 — 2002
United Airlines June 2014 - September 2014
SK USA, Inc. (SK Holdings) August 2010 - August 2013
SK E&S August 2009 - August 2010
Cowen and Company July 2007 - August 2009
Banc of America Securities June 2006 - August 2006
Skills
Energy, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Investment Banking, Business Strategy, Market Research, Private Equity, Capital Markets, Equity Research, Due Diligence, Equities, Mergers, Bloomberg, Competitive Analysis, Investments, Strategic Financial..., Project Management, International Project..., Cross-border..., Mergers & Acquisitions, Finance, Cleantech, Venture Capital, Strategy, Solar Energy
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance & Sustainability
University of California, Berkeley 2002 — 2006
Bachelor of Arts (B.A.), Rhetoric
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2006
Bachelor of Science (B.S.), Business Administration
La Canada High School 1998 — 2002
Hugh Bellingreri Hugh Bellingreri's Cowen and Company Experience May 1990 - April 1993
Job Independent Financial Services Professional
Industry Financial Services
Experience
Efrain Bell, LLC November 2003 - Present
Environment News Service September 2001 - March 2012
Commonwealth Associates March 1996 - December 1998
Stuart Coleman and Company January 1994 - March 1996
Cowen and Company May 1990 - April 1993
Skills
New Business Development, Sales Management, Business Development, Start-ups, Business Strategy, Competitive Analysis, Strategic Partnerships, Commodity Markets, Commodity Pools, Options Strategies, Recruiting, Management, Sales, Investments, Customer Service, Leadership, Marketing, Mutual Funds, Microsoft Office, Strategic Planning, Entrepreneurship, Executive Management, Training, Finance
Education
Seton Hall University 1985 — 1989
B.A., Economics
Iona Preparatory 1981 — 1985
Efrain Bell, LLC November 2003 - Present
Environment News Service September 2001 - March 2012
Commonwealth Associates March 1996 - December 1998
Stuart Coleman and Company January 1994 - March 1996
Cowen and Company May 1990 - April 1993
Skills
New Business Development, Sales Management, Business Development, Start-ups, Business Strategy, Competitive Analysis, Strategic Partnerships, Commodity Markets, Commodity Pools, Options Strategies, Recruiting, Management, Sales, Investments, Customer Service, Leadership, Marketing, Mutual Funds, Microsoft Office, Strategic Planning, Entrepreneurship, Executive Management, Training, Finance
Education
Seton Hall University 1985 — 1989
B.A., Economics
Iona Preparatory 1981 — 1985
David Rottenberg's Cowen and Company Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Cowen and Company
Industry Capital Markets
Experience
Cowen and Company June 2015 - August 2015
Global Credit Advisers, LLC May 2015 - May 2015
Merriman Capital, Inc. June 2014 - August 2014
Save a Child's Heart August 2013 - May 2014
GreensLedge June 2013 - August 2013
Game Seven Marketing June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Social Media, Event Planning, Leadership, Microsoft Word, Research, Teamwork, Marketing, Financial Analysis
Education
Tulane University 2012 — 2016
Cowen and Company June 2015 - August 2015
Global Credit Advisers, LLC May 2015 - May 2015
Merriman Capital, Inc. June 2014 - August 2014
Save a Child's Heart August 2013 - May 2014
GreensLedge June 2013 - August 2013
Game Seven Marketing June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Social Media, Event Planning, Leadership, Microsoft Word, Research, Teamwork, Marketing, Financial Analysis
Education
Tulane University 2012 — 2016
Louis Yung Louis Yung's Cowen and Company Experience August 1996 - August 1999
Job Lead, Departmental Systems / Engineering at Weill Cornell Medical College
Industry Hospital & Health Care
Experience
Weill Cornell Medical College July 2015 - Present
Montefiore Medical Center January 2014 - June 2015
Société Générale June 2009 - January 2014
Societe Generale July 2005 - June 2009
Societe Generale September 1999 - June 2005
Cowen and Company August 1996 - August 1999
ABT Corp May 1992 - August 1996
Skills
ITIL, Virtualization, Disaster Recovery, IT Management, IT Service Management, Infrastructure, Active Directory, IT Strategy, Citrix, Management, Data Center, Enterprise Architecture, Vendor Management, VMware, System Deployment, Integration, Business Analysis, SQL, SDLC, VMware ESX, Microsoft SQL Server, Network Architecture, Enterprise Software, Business Continuity, VDI, Print Management, Managed Print Services, Servers, Project Management, System Administration, Cisco Technologies, Windows Server, Storage, TCP/IP, Information Security..., Solution Architecture, Server Administration, Packaging Engineering, Team Building, Team Management, Cross-cultural Teams, UCS, Project Planning, Technical Leadership, Epic Systems, Financial Planning, Cross-functional Team..., Distributed Team..., Budget Process, Hitachi Storage
Education
Stony Brook University 1986 — 1990
Bachelor of Engineering (B.E.), Electrical Engineering
Weill Cornell Medical College July 2015 - Present
Montefiore Medical Center January 2014 - June 2015
Société Générale June 2009 - January 2014
Societe Generale July 2005 - June 2009
Societe Generale September 1999 - June 2005
Cowen and Company August 1996 - August 1999
ABT Corp May 1992 - August 1996
Skills
ITIL, Virtualization, Disaster Recovery, IT Management, IT Service Management, Infrastructure, Active Directory, IT Strategy, Citrix, Management, Data Center, Enterprise Architecture, Vendor Management, VMware, System Deployment, Integration, Business Analysis, SQL, SDLC, VMware ESX, Microsoft SQL Server, Network Architecture, Enterprise Software, Business Continuity, VDI, Print Management, Managed Print Services, Servers, Project Management, System Administration, Cisco Technologies, Windows Server, Storage, TCP/IP, Information Security..., Solution Architecture, Server Administration, Packaging Engineering, Team Building, Team Management, Cross-cultural Teams, UCS, Project Planning, Technical Leadership, Epic Systems, Financial Planning, Cross-functional Team..., Distributed Team..., Budget Process, Hitachi Storage
Education
Stony Brook University 1986 — 1990
Bachelor of Engineering (B.E.), Electrical Engineering
Michael Gast's Cowen and Company Experience June 1997 - June 1998
Job VP Sr Relationship Manager Commercial Banking at City National Bank
Industry Financial Services
Experience
City National Bank November 2014 - Present
A Path to Wellness July 2007 - November 2014
Societe Generale June 2005 - April 2007
Societe Generale June 2003 - June 2005
Societe Generale June 2001 - June 2003
Societe Generale June 1999 - June 2001
Societe Generale June 1998 - June 1999
Cowen and Company June 1997 - June 1998
Morgan Stanley April 1996 - June 1997
Dun & Bradstreet June 1994 - April 1996
Skills
Business Development, Financial Analysis, Marketing, Change Management, Corporate Finance, Financial Modeling, Strategic Partnerships, Start-ups, Business Strategy, Competitive Analysis, Capital Markets, Team Leadership, Process Improvement, Acquisition Integration, CRM, Business Process, Sales Operations, Commercial Banking, Management, Finance, Leadership, Entrepreneurship, Analysis, Forecasting, Banking, New Business Development, Budgets, Sales, Marketing Strategy, Strategic Planning
Education
NYU Stern School of Business 1997 — 2000
MBA, Finance
The George Washington University 1988 — 1992
BBA, International Business
City National Bank November 2014 - Present
A Path to Wellness July 2007 - November 2014
Societe Generale June 2005 - April 2007
Societe Generale June 2003 - June 2005
Societe Generale June 2001 - June 2003
Societe Generale June 1999 - June 2001
Societe Generale June 1998 - June 1999
Cowen and Company June 1997 - June 1998
Morgan Stanley April 1996 - June 1997
Dun & Bradstreet June 1994 - April 1996
Skills
Business Development, Financial Analysis, Marketing, Change Management, Corporate Finance, Financial Modeling, Strategic Partnerships, Start-ups, Business Strategy, Competitive Analysis, Capital Markets, Team Leadership, Process Improvement, Acquisition Integration, CRM, Business Process, Sales Operations, Commercial Banking, Management, Finance, Leadership, Entrepreneurship, Analysis, Forecasting, Banking, New Business Development, Budgets, Sales, Marketing Strategy, Strategic Planning
Education
NYU Stern School of Business 1997 — 2000
MBA, Finance
The George Washington University 1988 — 1992
BBA, International Business
Julie Checket's Cowen and Company Experience December 2013 - Present
Job Electronic Sales & Trading at Cowen and Company
Industry Financial Services
Experience
Cowen and Company December 2013 - Present
Cowen and Company January 2010 - December 2013
Fox Broadcasting Company/ Twentieth Television December 2008 - January 2010
Fox Broadcasting Company/ Twentieth Television March 2008 - December 2008
Fox Broadcasting Company/ Twentieth Television June 2006 - March 2008
Skills
Series 7, Social Media Marketing, PowerPoint, Microsoft Excel, Media Buying, Options, Sales, Digital Media, Marketing Strategy, Equities, Financial Analysis, Account Management, Microsoft Office, Marketing, Integrated Marketing, Investments, Trading, Series 63, Electronic Trading
Education
Seton Hall University 2001 — 2005
BA, Mass Communication and Sociology
Cowen and Company December 2013 - Present
Cowen and Company January 2010 - December 2013
Fox Broadcasting Company/ Twentieth Television December 2008 - January 2010
Fox Broadcasting Company/ Twentieth Television March 2008 - December 2008
Fox Broadcasting Company/ Twentieth Television June 2006 - March 2008
Skills
Series 7, Social Media Marketing, PowerPoint, Microsoft Excel, Media Buying, Options, Sales, Digital Media, Marketing Strategy, Equities, Financial Analysis, Account Management, Microsoft Office, Marketing, Integrated Marketing, Investments, Trading, Series 63, Electronic Trading
Education
Seton Hall University 2001 — 2005
BA, Mass Communication and Sociology
Deborah O'Dea Deborah O'Dea's Cowen and Company Experience August 1995 - February 1998
Job Office Manager at Forum Capital Partners
Industry Financial Services
Experience
Forum Capital Partners November 2004 - Present
Bank of Montreal (Halyard) May 2000 - October 2004
CIBC World Markets August 1998 - May 2000
Cowen and Company August 1995 - February 1998
Credit Suisse 1986 - 1993
Paradyne 1984 - 1985
Skills
Office Management, Accounts Payable, Spreadsheets, Outlook, Accounts Receivable, Payroll, Accounting, Account Reconciliation, Expenses, Office Administration, Bank Reconciliation, Customer Service, Management
Education
Suffolk County Community College
Forum Capital Partners November 2004 - Present
Bank of Montreal (Halyard) May 2000 - October 2004
CIBC World Markets August 1998 - May 2000
Cowen and Company August 1995 - February 1998
Credit Suisse 1986 - 1993
Paradyne 1984 - 1985
Skills
Office Management, Accounts Payable, Spreadsheets, Outlook, Accounts Receivable, Payroll, Accounting, Account Reconciliation, Expenses, Office Administration, Bank Reconciliation, Customer Service, Management
Education
Suffolk County Community College
Todd C. Bertsch's Cowen and Company Experience June 2015 - Present
Job Cowen and Company
Industry Financial Services
Experience
Cowen and Company June 2015 - Present
Merrill Lynch March 2010 - March 2015
Lighthouse Financial Group June 2008 - March 2010
Bear Stearns December 2000 - May 2008
A.W. Bertsch Inc. June 1992 - December 2000
Skills
Entrepreneurship, Equities, Hedge Funds, Fixed Income, Investments, Management, Series 7, Strategy, Trading, Private Equity, Capital Markets, Bloomberg
Education
University of Rochester 1988 — 1992
Bachelor of Arts (B.A.), Economics & Political Science
Choate Rosemary Hall 1984 — 1988
Southern Methodist University
Cowen and Company June 2015 - Present
Merrill Lynch March 2010 - March 2015
Lighthouse Financial Group June 2008 - March 2010
Bear Stearns December 2000 - May 2008
A.W. Bertsch Inc. June 1992 - December 2000
Skills
Entrepreneurship, Equities, Hedge Funds, Fixed Income, Investments, Management, Series 7, Strategy, Trading, Private Equity, Capital Markets, Bloomberg
Education
University of Rochester 1988 — 1992
Bachelor of Arts (B.A.), Economics & Political Science
Choate Rosemary Hall 1984 — 1988
Southern Methodist University
Benjamin Preston's Cowen and Company Experience August 2015 - Present
Job Sales Administrator at Cowen and Company
Industry Financial Services
Experience
Cowen and Company August 2015 - Present
Trinity College Tripod September 2012 - May 2015
ImageWorks, LLC September 2014 - December 2014
Rocky Point Club May 2014 - September 2014
Trinity College Admissions Office September 2012 - January 2013
Tokeneke Beach Club May 2012 - August 2012
Greenwich Country Club May 2010 - August 2011
Skills
Human Interaction, Communication, World History, American History, Website Development, Sales Management, Journalism, Sports Writing, History, Social Media, Sports Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Social Media Marketing, Marketing
Education
Trinity College-Hartford 2011 — 2015
Bachelor's degree, American Studies
Darien High School 2007 — 2011
Cowen and Company August 2015 - Present
Trinity College Tripod September 2012 - May 2015
ImageWorks, LLC September 2014 - December 2014
Rocky Point Club May 2014 - September 2014
Trinity College Admissions Office September 2012 - January 2013
Tokeneke Beach Club May 2012 - August 2012
Greenwich Country Club May 2010 - August 2011
Skills
Human Interaction, Communication, World History, American History, Website Development, Sales Management, Journalism, Sports Writing, History, Social Media, Sports Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Social Media Marketing, Marketing
Education
Trinity College-Hartford 2011 — 2015
Bachelor's degree, American Studies
Darien High School 2007 — 2011
Susan Liu Susan Liu's Cowen and Company Experience June 2009 - August 2009
Job Senior Associate at Scale Venture Partners
Industry Banking
Experience
Scale Venture Partners August 2012 - Present
Deutsche Bank Securities July 2010 - July 2012
Cowen and Company June 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Economics, Market Research, Industry Analysis, Financial Markets, Venture Capital, Start-ups, Corporate Finance, Investments, Due Diligence, Investment Banking
Education
University of California, Berkeley
BA, Economics
Scale Venture Partners August 2012 - Present
Deutsche Bank Securities July 2010 - July 2012
Cowen and Company June 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Economics, Market Research, Industry Analysis, Financial Markets, Venture Capital, Start-ups, Corporate Finance, Investments, Due Diligence, Investment Banking
Education
University of California, Berkeley
BA, Economics
Tom Kilgore Tom Kilgore's Cowen and Company Experience July 2011 - September 2014
Job Associate at North Point Advisors
Industry Investment Banking
Experience
North Point Advisors January 2015 - Present
Cowen and Company July 2011 - September 2014
WealthVest Marketing June 2010 - August 2010
Cumulus Networks June 2009 - August 2009
Skills
Microsoft Excel, Financial Modeling, Valuation, Bloomberg, Capital IQ, PowerPoint, Market Research, Management, Financial Analysis, Equities, Social Media
Education
Trinity College-Hartford 2007 — 2011
Undergraduate, Economics and English, Cumulative GPA: 3.7
Saint Ignatius (SI) College Prep High School 2003 — 2007
Town
North Point Advisors January 2015 - Present
Cowen and Company July 2011 - September 2014
WealthVest Marketing June 2010 - August 2010
Cumulus Networks June 2009 - August 2009
Skills
Microsoft Excel, Financial Modeling, Valuation, Bloomberg, Capital IQ, PowerPoint, Market Research, Management, Financial Analysis, Equities, Social Media
Education
Trinity College-Hartford 2007 — 2011
Undergraduate, Economics and English, Cumulative GPA: 3.7
Saint Ignatius (SI) College Prep High School 2003 — 2007
Town
Rohit Rajkumar's Cowen and Company Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Cowen and Company
Industry Financial Services
Experience
Cowen and Company June 2015 - August 2015
The Presidio Group LLC January 2015 - May 2015
B. Riley & Co. August 2014 - January 2015
Consilio - A First Advantage Company June 2013 - August 2013
For All Mankind July 2011 - May 2013
American Cambridge Institute June 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Public Speaking, Leadership, Organization &..., Well Travelled, Microsoft Office, Microsoft Word, Research, Presentations, Critical Thinking, Fundraising, Teaching, Nonprofits, Financial Modeling, Data Analysis, Spanish, Teamwork, Social Media
Education
University of California, Berkeley 2013 — 2017
Bachelor of Arts (BA)
Walnut High School 2010 — 2013
IB Diploma
Cowen and Company June 2015 - August 2015
The Presidio Group LLC January 2015 - May 2015
B. Riley & Co. August 2014 - January 2015
Consilio - A First Advantage Company June 2013 - August 2013
For All Mankind July 2011 - May 2013
American Cambridge Institute June 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Public Speaking, Leadership, Organization &..., Well Travelled, Microsoft Office, Microsoft Word, Research, Presentations, Critical Thinking, Fundraising, Teaching, Nonprofits, Financial Modeling, Data Analysis, Spanish, Teamwork, Social Media
Education
University of California, Berkeley 2013 — 2017
Bachelor of Arts (BA)
Walnut High School 2010 — 2013
IB Diploma
Christina Antoniou Christina Antoniou's Cowen and Company Experience July 2007 - June 2010
Job Associate at Greenhill & Co.
Industry Investment Banking
Experience
Greenhill & Co. September 2014 - Present
Health Evolution Partners June 2013 - August 2013
CHL Medical Partners, L.P. June 2010 - June 2012
Cowen and Company July 2007 - June 2010
Skills
Corporate Finance, Mergers & Acquisitions, Private Equity, Valuation, Investment Banking, Business Strategy, Strategy, Due Diligence, Financial Modeling, Financial Analysis
Education
Wharton School of Business 2012 — 2014
Smith College 2003 — 2007
Bachelor of Arts (B.A.), Economics
Greenhill & Co. September 2014 - Present
Health Evolution Partners June 2013 - August 2013
CHL Medical Partners, L.P. June 2010 - June 2012
Cowen and Company July 2007 - June 2010
Skills
Corporate Finance, Mergers & Acquisitions, Private Equity, Valuation, Investment Banking, Business Strategy, Strategy, Due Diligence, Financial Modeling, Financial Analysis
Education
Wharton School of Business 2012 — 2014
Smith College 2003 — 2007
Bachelor of Arts (B.A.), Economics
Selena Pickering Selena Pickering's Cowen and Company Experience February 1991 - March 1994
Job eCommerce Business Development & Digital Marketing Leader | MBA
Industry Marketing and Advertising
Experience
Halyard Health October 2012 - Present
T-Mobile USA March 2009 - June 2012
IHB May 2007 - January 2009
PaperBackSwap.com January 2004 - February 2007
SLP Consulting September 1994 - September 1995
Cowen and Company February 1991 - March 1994
Skills
Management, Digital Marketing, E-commerce, Team Leadership, Marketing Communications, Product Marketing, Marketing Strategy, Account Management, Business Development, Cross-functional Team..., Project Management, Project Coordination, Coordinating Special..., Problem Solving, Project Planning, Advertising, Leadership, Sales, Training, Contract Negotiation, Enterprise Software
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance and Marketing
University of Alabama
Bachelor of Arts (BA), Magna Cum Laude, Communications
Halyard Health October 2012 - Present
T-Mobile USA March 2009 - June 2012
IHB May 2007 - January 2009
PaperBackSwap.com January 2004 - February 2007
SLP Consulting September 1994 - September 1995
Cowen and Company February 1991 - March 1994
Skills
Management, Digital Marketing, E-commerce, Team Leadership, Marketing Communications, Product Marketing, Marketing Strategy, Account Management, Business Development, Cross-functional Team..., Project Management, Project Coordination, Coordinating Special..., Problem Solving, Project Planning, Advertising, Leadership, Sales, Training, Contract Negotiation, Enterprise Software
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance and Marketing
University of Alabama
Bachelor of Arts (BA), Magna Cum Laude, Communications
Joshua Hong Joshua Hong's Cowen and Company Experience June 2015 - Present
Job Investment Banking Summer Analyst at Cowen and Company
Industry Financial Services
Experience
Cowen and Company June 2015 - Present
Hanke-Guttridge Capital Management August 2014 - May 2015
Matrix Capital Markets Group, Inc. June 2014 - August 2014
Johns Hopkins Institute for Applied Economics, Global Health, and the Study of Business Enterprise January 2014 - May 2014
Skills
Investment Banking, Financial Modeling, Microsoft Excel, Microsoft Office, Leadership
Education
The Johns Hopkins University 2012 — 2016
Bachelor of Arts (BA), International Studies, Eastern Asian Studies
Cowen and Company June 2015 - Present
Hanke-Guttridge Capital Management August 2014 - May 2015
Matrix Capital Markets Group, Inc. June 2014 - August 2014
Johns Hopkins Institute for Applied Economics, Global Health, and the Study of Business Enterprise January 2014 - May 2014
Skills
Investment Banking, Financial Modeling, Microsoft Excel, Microsoft Office, Leadership
Education
The Johns Hopkins University 2012 — 2016
Bachelor of Arts (BA), International Studies, Eastern Asian Studies
Andrew Kirwan Andrew Kirwan's Cowen and Company Experience December 2012 - March 2013
Job Regional Office Manager at L. Knife & Son, Inc.
Industry Hospitality
Experience
L. Knife & Son, Inc. February 2014 - Present
Craft Brewers Guild August 2013 - February 2014
Boston University April 2013 - August 2013
Cowen and Company December 2012 - March 2013
O'Connell Hospitality Group, LLC March 2012 - July 2012
Admiral Fitzroy Inn March 2011 - May 2011
InterContinental Boston December 2010 - December 2010
Oppenheimer & Co June 2010 - August 2010
New York Yacht Club September 2008 - January 2010
Bellman and Valet March 2008 - May 2009
Skills
Event Planning, Customer Service, Event Management, Salesforce.com, Administrative Work, Hospitality Industry, Time Management, Accounts Payable, Accounts Receivable, Financial Analysis, Financial Reporting, Financial Statements, Inventory Analysis, General Ledger, Microsoft Office, Microsoft Excel, Management, Outlook, Research
Education
Salve Regina University 2007 — 2011
Bachelor, Financial Management
L. Knife & Son, Inc. February 2014 - Present
Craft Brewers Guild August 2013 - February 2014
Boston University April 2013 - August 2013
Cowen and Company December 2012 - March 2013
O'Connell Hospitality Group, LLC March 2012 - July 2012
Admiral Fitzroy Inn March 2011 - May 2011
InterContinental Boston December 2010 - December 2010
Oppenheimer & Co June 2010 - August 2010
New York Yacht Club September 2008 - January 2010
Bellman and Valet March 2008 - May 2009
Skills
Event Planning, Customer Service, Event Management, Salesforce.com, Administrative Work, Hospitality Industry, Time Management, Accounts Payable, Accounts Receivable, Financial Analysis, Financial Reporting, Financial Statements, Inventory Analysis, General Ledger, Microsoft Office, Microsoft Excel, Management, Outlook, Research
Education
Salve Regina University 2007 — 2011
Bachelor, Financial Management
Federico Gallo Federico Gallo's Cowen and Company Experience November 2010 - January 2011
Job Raptor Trading systems
Industry Information Technology and Services
Experience
Eze Castle Integration January 2012 - August 2014
Cowen and Company November 2010 - January 2011
Bank of America April 2007 - October 2010
Skills
Networking, Sales, Project Planning, Trading, Hardware, Salesforce.com, Cloud Computing, Software Installation, Trading Systems, Customer Service, Data Center, Management, Active Directory, Microsoft Office, CRM, Account Management, Telecommunications, Equities, Integration, Visio, Leadership
Education
Union College 2011 — 2011
Certificate, Hardware/software technician
Eze Castle Integration January 2012 - August 2014
Cowen and Company November 2010 - January 2011
Bank of America April 2007 - October 2010
Skills
Networking, Sales, Project Planning, Trading, Hardware, Salesforce.com, Cloud Computing, Software Installation, Trading Systems, Customer Service, Data Center, Management, Active Directory, Microsoft Office, CRM, Account Management, Telecommunications, Equities, Integration, Visio, Leadership
Education
Union College 2011 — 2011
Certificate, Hardware/software technician
Kenneth Wong, CFA Kenneth Wong, CFA's Cowen and Company Experience November 2004 - October 2009
Job Vice President at Citi Investment Research
Industry Financial Services
Experience
Citigroup Investment Research January 2015 - Present
Citi Investment Research August 2013 - Present
Citi Investment Research October 2009 - Present
Cowen and Company November 2004 - October 2009
Bear, Stearns & Co. Inc. April 2004 - November 2004
American Golf Corporation May 1999 - January 2004
Skills
Competitive Analysis, Capital Markets, Corporate Finance, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Investment Banking, Investments, Microsoft Excel, Valuation, Fixed Income, Hedge Funds, Private Equity
Education
University of California, Berkeley 1999 — 2003
Bachelor of Arts, Major: Political Economy, Minor: Business
Citigroup Investment Research January 2015 - Present
Citi Investment Research August 2013 - Present
Citi Investment Research October 2009 - Present
Cowen and Company November 2004 - October 2009
Bear, Stearns & Co. Inc. April 2004 - November 2004
American Golf Corporation May 1999 - January 2004
Skills
Competitive Analysis, Capital Markets, Corporate Finance, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Investment Banking, Investments, Microsoft Excel, Valuation, Fixed Income, Hedge Funds, Private Equity
Education
University of California, Berkeley 1999 — 2003
Bachelor of Arts, Major: Political Economy, Minor: Business
Ryan Oatman, CFA's Cowen and Company Experience June 2015 - Present
Job Oil & Gas Equity Research Analyst
Industry Financial Services
Experience
Cowen and Company June 2015 - Present
SunTrust Robinson Humphrey August 2012 - June 2015
Canaccord Genuity Inc. September 2010 - July 2012
SunTrust Robinson Humphrey June 2008 - September 2010
FBR January 2008 - June 2008
Skills
Energy Industry, Valuation, Financial Modeling, Equity Research, Equities, Bloomberg, Equity Valuation, Capital Markets, Financial Analysis, Investments, Analysis, Series 7, Series 63, Business Valuation
Education
Texas A&M University 2006 — 2007
MBA
Trinity University 2003 — 2006
BS, Business Administration with concentrations in Finance and Accounting
Paschal High School
Cowen and Company June 2015 - Present
SunTrust Robinson Humphrey August 2012 - June 2015
Canaccord Genuity Inc. September 2010 - July 2012
SunTrust Robinson Humphrey June 2008 - September 2010
FBR January 2008 - June 2008
Skills
Energy Industry, Valuation, Financial Modeling, Equity Research, Equities, Bloomberg, Equity Valuation, Capital Markets, Financial Analysis, Investments, Analysis, Series 7, Series 63, Business Valuation
Education
Texas A&M University 2006 — 2007
MBA
Trinity University 2003 — 2006
BS, Business Administration with concentrations in Finance and Accounting
Paschal High School
Megan Larsen Megan Larsen's Cowen and Company Experience Teacher AssistantUniversity of Colorado BoulderAugust 2014 - May 2015
Job Graduated from University of Colorado Boulder
Industry Financial Services
Experience
Cowen and Company Teacher AssistantUniversity of Colorado BoulderAugust 2014 - May 2015
Cowen and Company June 2014 - August 2014
U.S. Bank January 2014 - May 2014
U.S. Bank August 2012 - July 2013
Walmart May 2009 - December 2012
Skills
Spanish, Communication, Finance, Customer Service, Supervisory Skills, Leadership, Microsoft Office, Administrative..., Computation, Compliance
Education
University of Colorado Boulder 2011 — 2015
Bachelor’s Degree, Finance, General, 3.76 GPA
Universidad Adolfo Ibáñez 2013 — 2013
Cowen and Company Teacher AssistantUniversity of Colorado BoulderAugust 2014 - May 2015
Cowen and Company June 2014 - August 2014
U.S. Bank January 2014 - May 2014
U.S. Bank August 2012 - July 2013
Walmart May 2009 - December 2012
Skills
Spanish, Communication, Finance, Customer Service, Supervisory Skills, Leadership, Microsoft Office, Administrative..., Computation, Compliance
Education
University of Colorado Boulder 2011 — 2015
Bachelor’s Degree, Finance, General, 3.76 GPA
Universidad Adolfo Ibáñez 2013 — 2013
George R. Brumder's Cowen and Company Experience December 1995 - June 1997
Job Strategist, Business Developer and Entrepreneur
Industry Internet
Experience
Archeo October 2013 - May 2015
Amazon.com August 2011 - July 2013
IndieShares, Inc. September 2008 - August 2011
WaMu July 2003 - February 2008
Union Bank July 1998 - July 2001
Cowen and Company December 1995 - June 1997
Skills
Financial Modeling, Start-ups, Corporate Finance, Financial Analysis, Due Diligence, Entrepreneurship, E-commerce, Business Development, Finance, Portfolio Management, Investments, Investment Banking, Strategic Sourcing, Financial Services, Strategic Planning, Analysis, Leadership, Executive Management, Vendor Management, Management, Strategy, Cross-functional Team..., Brand Development, Marketing, Strategic Partnerships, Program Management, Analytics, Business Strategy, Product Management, Online Marketing
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA, Finance/Management
Union Bank of California Credit Training Program 1998 — 2000
Credit Officer, Finance/Accounting/Credit/Sales
University of California, Berkeley 1997 — 1998
Certificate of Finance, Finance/Accounting
University of Oregon 1991 — 1995
B.A. / B.S., Psychology / History (minor in Sociology)
Archeo October 2013 - May 2015
Amazon.com August 2011 - July 2013
IndieShares, Inc. September 2008 - August 2011
WaMu July 2003 - February 2008
Union Bank July 1998 - July 2001
Cowen and Company December 1995 - June 1997
Skills
Financial Modeling, Start-ups, Corporate Finance, Financial Analysis, Due Diligence, Entrepreneurship, E-commerce, Business Development, Finance, Portfolio Management, Investments, Investment Banking, Strategic Sourcing, Financial Services, Strategic Planning, Analysis, Leadership, Executive Management, Vendor Management, Management, Strategy, Cross-functional Team..., Brand Development, Marketing, Strategic Partnerships, Program Management, Analytics, Business Strategy, Product Management, Online Marketing
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA, Finance/Management
Union Bank of California Credit Training Program 1998 — 2000
Credit Officer, Finance/Accounting/Credit/Sales
University of California, Berkeley 1997 — 1998
Certificate of Finance, Finance/Accounting
University of Oregon 1991 — 1995
B.A. / B.S., Psychology / History (minor in Sociology)
Jacob Sayer's Cowen and Company Experience 1994 - 1998
Job VP Treasury and Investor Relations at Sensata Technologies
Industry Electrical/Electronic Manufacturing
Experience
Sensata Technologies 2015 - Present
Sensata Technologies 2012 - 2014
Avago Technologies 2009 - 2012
Bryan Garnier & Co 2007 - 2009
UBS Investment Bank 2001 - 2006
Donaldson, Lufkin & Jenrette 1998 - 2001
Cowen and Company 1994 - 1998
Skills
Investment Banking, Corporate Development, Investor Relations, M&A experience, Venture Capital, Private Equity, Valuation, Financial Modeling, Corporate Finance, Due Diligence, Capital Markets, Management, Start-ups, Equities
Education
UC Berkeley 1992 — 1994
MBA
Tulane University 1987 — 1990
BS
Sensata Technologies 2015 - Present
Sensata Technologies 2012 - 2014
Avago Technologies 2009 - 2012
Bryan Garnier & Co 2007 - 2009
UBS Investment Bank 2001 - 2006
Donaldson, Lufkin & Jenrette 1998 - 2001
Cowen and Company 1994 - 1998
Skills
Investment Banking, Corporate Development, Investor Relations, M&A experience, Venture Capital, Private Equity, Valuation, Financial Modeling, Corporate Finance, Due Diligence, Capital Markets, Management, Start-ups, Equities
Education
UC Berkeley 1992 — 1994
MBA
Tulane University 1987 — 1990
BS
Emily Hsi's Cowen and Company Experience June 2008 - August 2008
Job Associate at Seven Post Investment Office LP
Industry Investment Management
Experience
Seven Post Investment Office LP July 2012 - Present
Facebook 2011 - 2011
Lazard Freres & Co. 2009 - 2011
Cowen and Company June 2008 - August 2008
Helms Lab: Craniofacial Development, Plastic and Reconstructive Surgery June 2006 - August 2006
Education
Stanford University 2005 — 2009
BA, Economics (Former Pre-Med)
The Harker School 2001 — 2005
High School Diploma
Seven Post Investment Office LP July 2012 - Present
Facebook 2011 - 2011
Lazard Freres & Co. 2009 - 2011
Cowen and Company June 2008 - August 2008
Helms Lab: Craniofacial Development, Plastic and Reconstructive Surgery June 2006 - August 2006
Education
Stanford University 2005 — 2009
BA, Economics (Former Pre-Med)
The Harker School 2001 — 2005
High School Diploma
Neil Chatterji's Cowen and Company Experience January 2015 - Present
Job Equity Research Associate at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company January 2015 - Present
Skills
Financial Modeling, Valuation, Equity Research, Writing, Stocks, Stock Picking, Series 7, Series 63, Excel, PowerPoint, Factset, Bloomberg, Thomson One, Business Strategy, Strategic Analysis, Financial Analysis, Investments, Industry Analysis, Equities, Due Diligence, Research, Analysis, Strategic Planning, Accounting, Competitive Analysis, Management Consulting, EHR, Medical Devices, Managed Care, Hospitals, Healthcare Information..., Technology, Automotive, Industrial Goods, Consumer Goods, Equity Valuation, Start-ups, Project Planning, Portfolio Management, Finance, Management, Capital Markets
Education
University of Wisconsin-Madison - School of Business
MBA
The George Washington University 2002 — 2003
MHA
The Ohio State University - The Max M. Fisher College of Business
BS Business Admininstration
The Miami Valley School
Cowen and Company January 2015 - Present
Skills
Financial Modeling, Valuation, Equity Research, Writing, Stocks, Stock Picking, Series 7, Series 63, Excel, PowerPoint, Factset, Bloomberg, Thomson One, Business Strategy, Strategic Analysis, Financial Analysis, Investments, Industry Analysis, Equities, Due Diligence, Research, Analysis, Strategic Planning, Accounting, Competitive Analysis, Management Consulting, EHR, Medical Devices, Managed Care, Hospitals, Healthcare Information..., Technology, Automotive, Industrial Goods, Consumer Goods, Equity Valuation, Start-ups, Project Planning, Portfolio Management, Finance, Management, Capital Markets
Education
University of Wisconsin-Madison - School of Business
MBA
The George Washington University 2002 — 2003
MHA
The Ohio State University - The Max M. Fisher College of Business
BS Business Admininstration
The Miami Valley School
John Zografos's Cowen and Company Experience 1985 - 2000
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2002 - Present
Lehman Brothers 2000 - 2002
Cowen and Company 1985 - 2000
Skills
Investments, Equities, Securities, Financial Analysis, Portfolio Management, Fixed Income, Mutual Funds, Series 7, Asset Management, Financial Services
Education
Syracuse University 1973 — 1977
Wells Fargo Advisors, LLC February 2002 - Present
Lehman Brothers 2000 - 2002
Cowen and Company 1985 - 2000
Skills
Investments, Equities, Securities, Financial Analysis, Portfolio Management, Fixed Income, Mutual Funds, Series 7, Asset Management, Financial Services
Education
Syracuse University 1973 — 1977
John Zuccardy's Cowen and Company Experience 1998 - 2000
Job
Industry Insurance
Experience
Travelers 2009 - Present
Tension Media (Independent Projects) 2000 - Present
Total Basement Finishing 2008 - 2009
Cardiovascular Research Foundation 2002 - 2007
Visual Communications Group (Grey Global Group) 2000 - 2002
Cowen and Company 1998 - 2000
Pfizer 1997 - 1998
Diltem Language School 1995 - 1996
Overland Literary Magazine 1994 - 1995
Skills
E-Learning, Instructional Design, Web Design, Blended Learning, Captivate, Learning Management, Learning Management..., Motion Graphics, Instructor-led Training, Multimedia, Sound Mixing, Project Management, Program Management, Distance Learning, Dreamweaver, Art Direction, Sound Editing, Staff Development, Management, Photoshop, Training, CSS, Adobe Creative Suite, Editing, Video Editing, Public Speaking
Education
Southern Connecticut State University
BA
University of Massachusetts Boston
M.Ed.
Travelers 2009 - Present
Tension Media (Independent Projects) 2000 - Present
Total Basement Finishing 2008 - 2009
Cardiovascular Research Foundation 2002 - 2007
Visual Communications Group (Grey Global Group) 2000 - 2002
Cowen and Company 1998 - 2000
Pfizer 1997 - 1998
Diltem Language School 1995 - 1996
Overland Literary Magazine 1994 - 1995
Skills
E-Learning, Instructional Design, Web Design, Blended Learning, Captivate, Learning Management, Learning Management..., Motion Graphics, Instructor-led Training, Multimedia, Sound Mixing, Project Management, Program Management, Distance Learning, Dreamweaver, Art Direction, Sound Editing, Staff Development, Management, Photoshop, Training, CSS, Adobe Creative Suite, Editing, Video Editing, Public Speaking
Education
Southern Connecticut State University
BA
University of Massachusetts Boston
M.Ed.
Boris Peaker, PhD, CFA's Cowen and Company Experience July 2014 - Present
Job Managing Director at Cowen and Company
Industry Biotechnology
Experience
Cowen and Company July 2014 - Present
Oppenheimer & Co. March 2011 - July 2014
Rodman & Renshaw December 2008 - February 2011
Cowen & Co. July 2007 - November 2008
Keelin Reeds Partners August 2005 - August 2007
Skills
Financial Modeling, Equity Research, Valuation, Biotechnology, Research, Negotiation, Equities, Analysis, Hedge Funds, Capital Markets, Investments, Healthcare, Life Sciences, Financial Analysis, Science, Value Investing, Due Diligence, Mergers & Acquisitions
Education
Stanford University 2000 — 2005
PhD, Biophysics
State University of New York at Stony Brook 1996 — 2000
BS, Physics, Chemistry
Cowen and Company July 2014 - Present
Oppenheimer & Co. March 2011 - July 2014
Rodman & Renshaw December 2008 - February 2011
Cowen & Co. July 2007 - November 2008
Keelin Reeds Partners August 2005 - August 2007
Skills
Financial Modeling, Equity Research, Valuation, Biotechnology, Research, Negotiation, Equities, Analysis, Hedge Funds, Capital Markets, Investments, Healthcare, Life Sciences, Financial Analysis, Science, Value Investing, Due Diligence, Mergers & Acquisitions
Education
Stanford University 2000 — 2005
PhD, Biophysics
State University of New York at Stony Brook 1996 — 2000
BS, Physics, Chemistry
Anthony Manzo's Cowen and Company Experience July 2006 - June 2008
Job Vice President at American Capital
Industry Venture Capital & Private Equity
Experience
American Capital March 2013 - Present
Northview Group June 2012 - March 2013
Vance Street Capital July 2008 - June 2012
Cowen and Company July 2006 - June 2008
Skills
Private Equity, Investment Banking, M&A experience, Hedge Funds, Financial Analysis
Education
Santa Clara University 2002 — 2006
American Capital March 2013 - Present
Northview Group June 2012 - March 2013
Vance Street Capital July 2008 - June 2012
Cowen and Company July 2006 - June 2008
Skills
Private Equity, Investment Banking, M&A experience, Hedge Funds, Financial Analysis
Education
Santa Clara University 2002 — 2006
Nocerino, Michael's Cowen and Company Experience March 2013 - Present
Job Equity Trader at GMP Securities LLC
Industry Financial Services
Experience
GMP Securities June 2014 - Present
Cowen and Company March 2013 - Present
Dahlman Rose & Co. October 2009 - March 2013
Merrill Lynch April 2006 - March 2009
Bloomberg LP September 2004 - April 2006
Education
St. John's University, The Peter J. Tobin College of Business 2007 — 2009
MBA, Finance
Siena College 2000 — 2004
GMP Securities June 2014 - Present
Cowen and Company March 2013 - Present
Dahlman Rose & Co. October 2009 - March 2013
Merrill Lynch April 2006 - March 2009
Bloomberg LP September 2004 - April 2006
Education
St. John's University, The Peter J. Tobin College of Business 2007 — 2009
MBA, Finance
Siena College 2000 — 2004
Noel Cueto's Cowen and Company Experience November 1995 - December 1995
Job Client Associate
Industry Financial Services
Experience
Sterne Agee May 2007 - April 2014
CIBC Oppenheimer September 2000 - May 2007
SG Cowen May 1999 - September 2000
Merrill Lynch June 1998 - May 1999
Merrill Lynch Consults December 1995 - June 1998
Cowen and Company November 1995 - December 1995
Skills
Financial Analysis, Trading, Institutional Sales, Equity Sales, Series 7, Institutional, Equities, Securities, Hedge Funds, Capital Markets, Fixed Income, Mutual Funds
Education
University of California, Berkeley 1989 — 1994
Bachelor of Arts (B.A.), Legal Studies, General
Sterne Agee May 2007 - April 2014
CIBC Oppenheimer September 2000 - May 2007
SG Cowen May 1999 - September 2000
Merrill Lynch June 1998 - May 1999
Merrill Lynch Consults December 1995 - June 1998
Cowen and Company November 1995 - December 1995
Skills
Financial Analysis, Trading, Institutional Sales, Equity Sales, Series 7, Institutional, Equities, Securities, Hedge Funds, Capital Markets, Fixed Income, Mutual Funds
Education
University of California, Berkeley 1989 — 1994
Bachelor of Arts (B.A.), Legal Studies, General
Christopher V. Doria's Cowen and Company Experience March 1998 - Present
Job Director at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company March 1998 - Present
Cowen and Company 1998 - Present
Skills
Restructuring
Education
St. Peter's College 1985 — 1989
BS, Business Management
Cowen and Company March 1998 - Present
Cowen and Company 1998 - Present
Skills
Restructuring
Education
St. Peter's College 1985 — 1989
BS, Business Management
Daniel Gee's Cowen and Company Experience November 2012 - Present
Job Vice President at Cowen and Company
Industry Financial Services
Experience
Cowen and Company November 2012 - Present
Goldman Sachs & Co May 2000 - March 2011
Goldman, Sachs & Co. May 1993 - April 2000
Skills
Securities Lending, Prime Brokerage, ETFs, Equities, Series 7, Series 63, Hedge Funds, Bloomberg, Middle Office, Equity Derivatives, Securities, Trading, Trading Systems, Swaps, Equity Trading, Derivatives, Electronic Trading, Options, Capital Markets, FINRA, Financial Markets, Alternative Investments
Education
University of Arizona
Bachelors Degree, Finance and Real Estate
Sunnyside
Cowen and Company November 2012 - Present
Goldman Sachs & Co May 2000 - March 2011
Goldman, Sachs & Co. May 1993 - April 2000
Skills
Securities Lending, Prime Brokerage, ETFs, Equities, Series 7, Series 63, Hedge Funds, Bloomberg, Middle Office, Equity Derivatives, Securities, Trading, Trading Systems, Swaps, Equity Trading, Derivatives, Electronic Trading, Options, Capital Markets, FINRA, Financial Markets, Alternative Investments
Education
University of Arizona
Bachelors Degree, Finance and Real Estate
Sunnyside
Susan Venezia's Cowen and Company Experience April 2014 - September 2014
Job Supervisory Analyst
Industry Capital Markets
Experience
ROTH Capital Partners September 2014 - Present
Cowen and Company April 2014 - September 2014
Avondale Partners August 2013 - September 2014
SunTrust Robinson Humphrey February 1998 - July 2013
Banque Paribas May 1997 - February 1998
Lehman Brothers 1993 - 1997
Ambac 1989 - 1993
Dean Witter Reynolds 1984 - 1989
Skills
Series 7, Series16, Series 24, Series 87, FINRA, Equities, Bloomberg, Equity Research, Capital Markets, Investment Banking, Hedge Funds, Equity Valuation, Blue Matrix, Securities, DCF
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA)
ROTH Capital Partners September 2014 - Present
Cowen and Company April 2014 - September 2014
Avondale Partners August 2013 - September 2014
SunTrust Robinson Humphrey February 1998 - July 2013
Banque Paribas May 1997 - February 1998
Lehman Brothers 1993 - 1997
Ambac 1989 - 1993
Dean Witter Reynolds 1984 - 1989
Skills
Series 7, Series16, Series 24, Series 87, FINRA, Equities, Bloomberg, Equity Research, Capital Markets, Investment Banking, Hedge Funds, Equity Valuation, Blue Matrix, Securities, DCF
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA)
Jonathan Moran, MD/MBA, CFA's Cowen and Company Experience 1995 - 2003
Job Psychiatrist/Clinical Administrator, Brandeis University Psychological Counseling Center and Private Practice
Industry Medical Practice
Experience
Brandeis University October 2013 - Present
Partners HealthCare July 2013 - June 2014
Massachusetts General Hospital 2009 - June 2013
Cowen and Company 1995 - 2003
Skills
Clinical Research, Healthcare, Medical Education, Hospitals, Medicine, Healthcare Management, Public Health, Healthcare Information..., Neuroscience, Psychiatry, Internal Medicine, Treatment, Board Certified
Education
Tufts University School of Medicine 2005 — 2009
MD/MBA
Chartered Financial Analyst 1995 — 1998
CFA, Investments and Securities
Providence College 1991 — 1995
Bachelor of Arts (B.A.), Economics
Weston
Brandeis University October 2013 - Present
Partners HealthCare July 2013 - June 2014
Massachusetts General Hospital 2009 - June 2013
Cowen and Company 1995 - 2003
Skills
Clinical Research, Healthcare, Medical Education, Hospitals, Medicine, Healthcare Management, Public Health, Healthcare Information..., Neuroscience, Psychiatry, Internal Medicine, Treatment, Board Certified
Education
Tufts University School of Medicine 2005 — 2009
MD/MBA
Chartered Financial Analyst 1995 — 1998
CFA, Investments and Securities
Providence College 1991 — 1995
Bachelor of Arts (B.A.), Economics
Weston
Mark Secrest's Cowen and Company Experience April 1998 - September 2010
Job Managing Director at Stifel
Industry Investment Banking
Experience
Stifel September 2010 - Present
Cowen and Company April 1998 - September 2010
UBS Investment Bank 1995 - 1998
Kidder Peabody 1989 - 1994
Skills
Mergers & Acquisitions, Financial Advisory, Corporate Finance, IPO, Management, Private Equity, Valuation, Due Diligence, Corporate Development, Investment Banking, Venture Capital, Mergers, Investments, Financial Modeling, M&A experience, Medical Devices, Investor Relations, Emerging Markets, Restructuring, Portfolio Management, Start-ups
Education
Stanford University 1982 — 1986
AB, Economics
Stifel September 2010 - Present
Cowen and Company April 1998 - September 2010
UBS Investment Bank 1995 - 1998
Kidder Peabody 1989 - 1994
Skills
Mergers & Acquisitions, Financial Advisory, Corporate Finance, IPO, Management, Private Equity, Valuation, Due Diligence, Corporate Development, Investment Banking, Venture Capital, Mergers, Investments, Financial Modeling, M&A experience, Medical Devices, Investor Relations, Emerging Markets, Restructuring, Portfolio Management, Start-ups
Education
Stanford University 1982 — 1986
AB, Economics
Matt Popkin's Cowen and Company Experience March 2013 - Present
Job Director at Cowen and Company
Industry Financial Services
Experience
Cowen and Company March 2013 - Present
Dahlman Rose / Cowen October 2009 - Present
Piper Jaffray September 2007 - October 2009
Skills
Series 7, Series 63, Bloomberg, Capital Markets, Equities, Fixed Income, Hedge Funds, Trading, Securities, Investment Banking, FINRA, Valuation, Electronic Trading, Investments, Financial Markets, Financial Modeling
Education
Syracuse University 2000 — 2004
Syracuse University - Martin J. Whitman School of Management 2000 — 2004
Cowen and Company March 2013 - Present
Dahlman Rose / Cowen October 2009 - Present
Piper Jaffray September 2007 - October 2009
Skills
Series 7, Series 63, Bloomberg, Capital Markets, Equities, Fixed Income, Hedge Funds, Trading, Securities, Investment Banking, FINRA, Valuation, Electronic Trading, Investments, Financial Markets, Financial Modeling
Education
Syracuse University 2000 — 2004
Syracuse University - Martin J. Whitman School of Management 2000 — 2004
Jay P. Levin CFP's Cowen and Company Experience October 1987 - May 1989
Job Owner, Investment Planning Associates, Inc.
Industry Investment Management
Experience
Investment Planning Associates, Inc. January 1990 - Present
Cowen and Company October 1987 - May 1989
Donaldson, Lufkin & Jenrette September 1984 - September 1987
Skills
Personal Financial..., Investment Management, Retirement Planning, College Savings Plans, College Funding..., Tax Management, Public Speaking, Wealth Management, Management, Tax, Investment Strategies, Insurance, Equities, Financial Advisory, Financial Markets, Strategy, Finance, Strategic Financial..., Investment Advisory, Financial Services, Retirement, Financial Risk, Sales, Business Strategy, Due Diligence, Entrepreneurship, Economics, Real Estate Economics, Mutual Funds, Real Estate, Mergers & Acquisitions, Entitlements, Land Acquisition, Portfolio Management, Private Equity, Financial Planning
Education
The University of Texas at Austin 1982 — 1984
Master of Business Administration (MBA), Finance and Investments
Towson University 1978 — 1980
B.S., Economics
Investment Planning Associates, Inc. January 1990 - Present
Cowen and Company October 1987 - May 1989
Donaldson, Lufkin & Jenrette September 1984 - September 1987
Skills
Personal Financial..., Investment Management, Retirement Planning, College Savings Plans, College Funding..., Tax Management, Public Speaking, Wealth Management, Management, Tax, Investment Strategies, Insurance, Equities, Financial Advisory, Financial Markets, Strategy, Finance, Strategic Financial..., Investment Advisory, Financial Services, Retirement, Financial Risk, Sales, Business Strategy, Due Diligence, Entrepreneurship, Economics, Real Estate Economics, Mutual Funds, Real Estate, Mergers & Acquisitions, Entitlements, Land Acquisition, Portfolio Management, Private Equity, Financial Planning
Education
The University of Texas at Austin 1982 — 1984
Master of Business Administration (MBA), Finance and Investments
Towson University 1978 — 1980
B.S., Economics
Dru Rushing's Cowen and Company Experience October 2009 - August 2010
Job Investment Banking at Raymond James Financial Inc.
Industry Investment Banking
Experience
Raymond James Financial Inc. September 2012 - Present
Citi August 2010 - November 2012
Cowen and Company October 2009 - August 2010
Skills
Investment Banking, Capital Markets, Equities, Corporate Finance, Financial Modeling, Risk Management, Valuation
Education
The Citadel 2005 — 2009
BADM Accounting, Business Administration [Accounting Concentration]
Raymond James Financial Inc. September 2012 - Present
Citi August 2010 - November 2012
Cowen and Company October 2009 - August 2010
Skills
Investment Banking, Capital Markets, Equities, Corporate Finance, Financial Modeling, Risk Management, Valuation
Education
The Citadel 2005 — 2009
BADM Accounting, Business Administration [Accounting Concentration]
John Marchetti's Cowen and Company Experience June 2008 - January 2012
Job Chief Strategy Officer at Fabrinet
Industry Electrical/Electronic Manufacturing
Experience
Fabrinet January 2012 - Present
Cowen and Company June 2008 - January 2012
Morgan Stanley December 2004 - May 2008
morgan stanley May 2002 - December 2004
Advest/Tucker Anthony February 2000 - October 2001
Airborne Freight Corp. September 1996 - July 1998
United States Marine Corps September 1992 - September 1996
Skills
Valuation, Investments, Strategy, Financial Modeling, IPO, Analysis, Equity Research, Mergers & Acquisitions, Private Equity, Investor Relations, Capital Markets, Corporate Development, Equities, Corporate Finance, Trading
Education
The University of Connecticut School of Business 1998 — 2000
MBA, Finance
Virginia Polytechnic Institute and State University 1988 — 1992
BA, Political Science
Fabrinet January 2012 - Present
Cowen and Company June 2008 - January 2012
Morgan Stanley December 2004 - May 2008
morgan stanley May 2002 - December 2004
Advest/Tucker Anthony February 2000 - October 2001
Airborne Freight Corp. September 1996 - July 1998
United States Marine Corps September 1992 - September 1996
Skills
Valuation, Investments, Strategy, Financial Modeling, IPO, Analysis, Equity Research, Mergers & Acquisitions, Private Equity, Investor Relations, Capital Markets, Corporate Development, Equities, Corporate Finance, Trading
Education
The University of Connecticut School of Business 1998 — 2000
MBA, Finance
Virginia Polytechnic Institute and State University 1988 — 1992
BA, Political Science
Thomas K. Stierwalt's Cowen and Company Experience 2014 - Present
Job Vice President, Technology Investment Banking at Cowen & Company
Industry Investment Banking
Experience
Cowen and Company 2014 - Present
Signal Hill Capital 2013 - 2014
Headwaters MB 2011 - 2013
Goldman Sachs 2008 - 2010
Thomas K. Stierwalt Consulting 2005 - 2008
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Financial Modeling, Mergers, Private Equity, Capital Markets, Business Development, Acquisitions, Private Placements, LBO, Venture Capital, Growth Equity, Capital Raises
Education
St. Mary's College of California
Bachelors of Science and Economics
Cowen and Company 2014 - Present
Signal Hill Capital 2013 - 2014
Headwaters MB 2011 - 2013
Goldman Sachs 2008 - 2010
Thomas K. Stierwalt Consulting 2005 - 2008
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Financial Modeling, Mergers, Private Equity, Capital Markets, Business Development, Acquisitions, Private Placements, LBO, Venture Capital, Growth Equity, Capital Raises
Education
St. Mary's College of California
Bachelors of Science and Economics
Dena Boutsikakis's Cowen and Company Experience Event PlannerCowen and Company2002 - Present
Job Event Planner at Cowen and Company
Industry Financial Services
Experience
Cowen and Company Event PlannerCowen and Company2002 - Present
Education
The University of Akron 1989 — 1993
Cowen and Company Event PlannerCowen and Company2002 - Present
Education
The University of Akron 1989 — 1993
Kelley Whitman's Cowen and Company Experience August 2002 - September 2003
Job Independent HR Consultant
Industry Human Resources
Experience
Independent HR Consultant September 2015 - Present
Cubist Pharmaceuticals July 2013 - June 2015
Aspect Software July 2007 - June 2013
Aspect Communications February 2004 - July 2007
Aspect Communications October 2003 - February 2004
Cowen and Company August 2002 - September 2003
The Boston Consulting Group 1995 - 1997
Skills
Performance Management, Employee Relations, HRIS, Talent Acquisition, Workforce Planning, Talent Management, Onboarding, Applicant Tracking..., Employment Law, Internet Recruiting, Vendor Management, Deferred Compensation, College Recruiting, Human Resources, Management, HR Policies, Benefits Negotiation, Personnel Management, Employee Benefits, Screening, Sourcing, Benefits Administration, Executive Search, Screening Resumes, Organizational..., Employee Training, HR Consulting, Organizational Design, Hiring, Graduate Recruitment, Succession Planning, Employer Branding, Employee Engagement, Recruiting, Interviews, HR Transformation, Technical Recruiting, Compensation & Benefit, Temporary Placement, IT Recruitment, Taleo, Recruitment Advertising, Leadership Development, Career Development, Executive Coaching
Education
University of California, Berkeley 1997 — 2001
Bachelors of Science, Psychology
Independent HR Consultant September 2015 - Present
Cubist Pharmaceuticals July 2013 - June 2015
Aspect Software July 2007 - June 2013
Aspect Communications February 2004 - July 2007
Aspect Communications October 2003 - February 2004
Cowen and Company August 2002 - September 2003
The Boston Consulting Group 1995 - 1997
Skills
Performance Management, Employee Relations, HRIS, Talent Acquisition, Workforce Planning, Talent Management, Onboarding, Applicant Tracking..., Employment Law, Internet Recruiting, Vendor Management, Deferred Compensation, College Recruiting, Human Resources, Management, HR Policies, Benefits Negotiation, Personnel Management, Employee Benefits, Screening, Sourcing, Benefits Administration, Executive Search, Screening Resumes, Organizational..., Employee Training, HR Consulting, Organizational Design, Hiring, Graduate Recruitment, Succession Planning, Employer Branding, Employee Engagement, Recruiting, Interviews, HR Transformation, Technical Recruiting, Compensation & Benefit, Temporary Placement, IT Recruitment, Taleo, Recruitment Advertising, Leadership Development, Career Development, Executive Coaching
Education
University of California, Berkeley 1997 — 2001
Bachelors of Science, Psychology
Brian Capuano's Cowen and Company Experience 1991 - 1995
Job Executive V.P., Manager of Trading Operations at SpeedRoute, LLC
Industry Financial Services
Experience
SpeedRoute, LLC September 2011 - Present
Rosenblatt Securities June 2010 - Present
OES MarketGroup January 2004 - June 2010
Herzog Heine Geduld 1986 - 2003
Cowen and Company 1991 - 1995
Pershing DLJ January 1989 - June 1991
Skills
Series 7, Electronic Trading, Equities, Trading, Options, Financial Markets, Trading Systems, Trading Strategies, Equity Derivatives, Equity Trading, Derivatives, Securities, Series 24, Series 63, ETFs, Market Data, Low Latency, FINRA, Fixed Income, Hedge Funds, Commodity, Alternative Investments, Capital Markets
Education
Temple University 1984 — 1988
BS, Journalism
SpeedRoute, LLC September 2011 - Present
Rosenblatt Securities June 2010 - Present
OES MarketGroup January 2004 - June 2010
Herzog Heine Geduld 1986 - 2003
Cowen and Company 1991 - 1995
Pershing DLJ January 1989 - June 1991
Skills
Series 7, Electronic Trading, Equities, Trading, Options, Financial Markets, Trading Systems, Trading Strategies, Equity Derivatives, Equity Trading, Derivatives, Securities, Series 24, Series 63, ETFs, Market Data, Low Latency, FINRA, Fixed Income, Hedge Funds, Commodity, Alternative Investments, Capital Markets
Education
Temple University 1984 — 1988
BS, Journalism
Allen Gerard's Cowen and Company Experience January 1988 - Present
Job Managing Director at Cowen and Company
Industry Investment Management
Experience
Cowen and Company January 1988 - Present
Skills
Equity Sales, Equity Research, Investment Banking, Equities, Capital Markets, Alternative Investments, Hedge Funds, Investments, Asset Managment, Private Equity, Financial Modeling, Portfolio Management, Series 7, Equity Valuation, Finance, Asset Management
Education
Weatherhead School of Management at Case Western Reserve University 1985 — 1988
MBA, Business Economics
The College of Wooster 1979 — 1983
BA, Business Economics
Cowen and Company January 1988 - Present
Skills
Equity Sales, Equity Research, Investment Banking, Equities, Capital Markets, Alternative Investments, Hedge Funds, Investments, Asset Managment, Private Equity, Financial Modeling, Portfolio Management, Series 7, Equity Valuation, Finance, Asset Management
Education
Weatherhead School of Management at Case Western Reserve University 1985 — 1988
MBA, Business Economics
The College of Wooster 1979 — 1983
BA, Business Economics
Chris Hempstead's Cowen and Company Experience September 2009 - November 2011
Job Head of ETF Sales at KCG Holdings Inc
Industry Capital Markets
Experience
KCG Holdings, Inc. October 2013 - Present
WallachBeth Capital December 2011 - October 2013
Cowen and Company September 2009 - November 2011
Van der Moolen March 2008 - August 2009
Susquehanna International Group March 1999 - March 2008
Cranmer & Cranmer January 1997 - February 1999
Spear Leeds & Kellogg October 1993 - January 1997
Skills
ETFs, Trading, Microsoft Excel, Equities, Series 7, Risk Management, Equity Trading, Equity Derivatives, Electronic Trading, Program Trading, Market Making, Series 63
Education
Saint Bonaventure University 1989 — 1993
Bachelor of Business Administration (BBA), Finance, General
Christian Brother Academy 1985 — 1989
KCG Holdings, Inc. October 2013 - Present
WallachBeth Capital December 2011 - October 2013
Cowen and Company September 2009 - November 2011
Van der Moolen March 2008 - August 2009
Susquehanna International Group March 1999 - March 2008
Cranmer & Cranmer January 1997 - February 1999
Spear Leeds & Kellogg October 1993 - January 1997
Skills
ETFs, Trading, Microsoft Excel, Equities, Series 7, Risk Management, Equity Trading, Equity Derivatives, Electronic Trading, Program Trading, Market Making, Series 63
Education
Saint Bonaventure University 1989 — 1993
Bachelor of Business Administration (BBA), Finance, General
Christian Brother Academy 1985 — 1989
Kristofer Blohm's Cowen and Company Experience April 2006 - November 2010
Job Mergers & Acquisitions at Kaufman Hall
Industry Management Consulting
Experience
Kaufman Hall September 2013 - Present
Stifel Nicolaus November 2010 - August 2013
Cowen and Company April 2006 - November 2010
Galen Partners June 2004 - April 2006
Societe Generale (SG Cowen) July 2001 - June 2004
Piper Jaffray May 2000 - August 2000
Skills
Investment Banking, Valuation, Private Equity, Debt, Equities, Corporate Finance, Capital Raising, Mergers, Due Diligence, Capital Markets, Mergers & Acquisitions, Venture Capital, Corporate Development, Business Valuation, LBO, Equity Valuation, Strategy, Management Consulting, Strategic Consulting
Education
Tulane University - A.B. Freeman School of Business 2000 — 2001
M.A., Accounting
Tulane University 1996 — 2000
B.S.M., Finance
Dwight-Englewood School
Kaufman Hall September 2013 - Present
Stifel Nicolaus November 2010 - August 2013
Cowen and Company April 2006 - November 2010
Galen Partners June 2004 - April 2006
Societe Generale (SG Cowen) July 2001 - June 2004
Piper Jaffray May 2000 - August 2000
Skills
Investment Banking, Valuation, Private Equity, Debt, Equities, Corporate Finance, Capital Raising, Mergers, Due Diligence, Capital Markets, Mergers & Acquisitions, Venture Capital, Corporate Development, Business Valuation, LBO, Equity Valuation, Strategy, Management Consulting, Strategic Consulting
Education
Tulane University - A.B. Freeman School of Business 2000 — 2001
M.A., Accounting
Tulane University 1996 — 2000
B.S.M., Finance
Dwight-Englewood School
Henry L. Hagenbuch, MBA's Cowen and Company Experience July 2015 - Present
Job Associate | Consumer Investment Banking at Cowen & Co.
Industry Investment Banking
Experience
Cowen and Company July 2015 - Present
RunCap Partners January 2014 - July 2015
Pegasus Capital Group February 2014 - January 2015
GoHHGo.com November 2008 - January 2014
Skills
Financial Modeling, Financial Analysis, Valuation, Marketing Strategy, Analytics, Market Research, Investment Banking, Due Diligence, Industry Analysis, Corporate Finance, Financial Statement..., Business Development, Business Analysis, Business Strategy, Start-ups, Sports Marketing, Sports, Brand Development, Brand Management, Investments, Finance, Private Equity, Portfolio Management, Analysis, Microsoft Excel
Education
UCLA Anderson School of Management
M.B.A., Finance
University of California, Los Angeles
B.A., Political Science, American Politics
Cate School
Town School for Boys
Cowen and Company July 2015 - Present
RunCap Partners January 2014 - July 2015
Pegasus Capital Group February 2014 - January 2015
GoHHGo.com November 2008 - January 2014
Skills
Financial Modeling, Financial Analysis, Valuation, Marketing Strategy, Analytics, Market Research, Investment Banking, Due Diligence, Industry Analysis, Corporate Finance, Financial Statement..., Business Development, Business Analysis, Business Strategy, Start-ups, Sports Marketing, Sports, Brand Development, Brand Management, Investments, Finance, Private Equity, Portfolio Management, Analysis, Microsoft Excel
Education
UCLA Anderson School of Management
M.B.A., Finance
University of California, Los Angeles
B.A., Political Science, American Politics
Cate School
Town School for Boys
Kenneth J Pennington III, CFA's Cowen and Company Experience January 2004 - Present
Job Chief Risk Officer at Cowen and Company (formerly Ramius LLC)
Industry Investment Management
Experience
Cowen and Company January 2004 - Present
Ramius Capital Group January 2004 - April 2011
Zurich Capital Markets July 2000 - January 2004
Bankers Trust May 1989 - July 2000
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
Syracuse University 1984 — 1988
BA, Economics
Scuola Svizzera
Cowen and Company January 2004 - Present
Ramius Capital Group January 2004 - April 2011
Zurich Capital Markets July 2000 - January 2004
Bankers Trust May 1989 - July 2000
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
Syracuse University 1984 — 1988
BA, Economics
Scuola Svizzera
Luca Issi, Ph.D.'s Cowen and Company Experience November 2014 - Present
Job Equity Research Associate at Cowen and Company
Industry Financial Services
Experience
Cowen and Company November 2014 - Present
Beacon Venture Partners July 2013 - October 2014
Broad Institute of MIT and Harvard December 2011 - October 2014
Lamberti May 2007 - August 2009
Skills
Molecular Biology, Electrophoresis, HPLC, Protein Expression, Assay Development, Western Blotting, SDS-PAGE, Cell Culture, qPCR, Protein Purification, Enzyme Assays, Genetics
Education
Worcester Polytechnic Institute 2009 — 2014
Ph.D., Biotechnology
Università degli Studi di Milano-Bicocca 2005 — 2007
M.S., Industrial Biotechnology
Università degli Studi di Varese 2001 — 2005
B.S., Biotechnology
Cowen and Company November 2014 - Present
Beacon Venture Partners July 2013 - October 2014
Broad Institute of MIT and Harvard December 2011 - October 2014
Lamberti May 2007 - August 2009
Skills
Molecular Biology, Electrophoresis, HPLC, Protein Expression, Assay Development, Western Blotting, SDS-PAGE, Cell Culture, qPCR, Protein Purification, Enzyme Assays, Genetics
Education
Worcester Polytechnic Institute 2009 — 2014
Ph.D., Biotechnology
Università degli Studi di Milano-Bicocca 2005 — 2007
M.S., Industrial Biotechnology
Università degli Studi di Varese 2001 — 2005
B.S., Biotechnology
Rita Leary's Cowen and Company Experience October 2011 - Present
Job Sales Assitant at Cowen and Company
Industry Entertainment
Experience
Cowen and Company October 2011 - Present
The Greenspan Co./Adjusters International March 2007 - November 2010
WageWorks October 2005 - March 2007
Skills
Social Media, Budgets, Marketing, Insurance, Research, Strategic Planning, Project Management, Program Management, Team Building, Customer Service, Contract Negotiation, Sales, Organization Skills, Time Management, Microsoft Office
Education
San Jose State University 1988 — 1990
Cowen and Company October 2011 - Present
The Greenspan Co./Adjusters International March 2007 - November 2010
WageWorks October 2005 - March 2007
Skills
Social Media, Budgets, Marketing, Insurance, Research, Strategic Planning, Project Management, Program Management, Team Building, Customer Service, Contract Negotiation, Sales, Organization Skills, Time Management, Microsoft Office
Education
San Jose State University 1988 — 1990
Alex Mack's Cowen and Company Experience January 2010 - November 2011
Job Leveraged Finance at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company March 2012 - Present
Cowen and Company January 2010 - November 2011
Piper Jaffray July 2009 - January 2010
Blackthorn Investment Group May 2008 - August 2008
Education
University of Kansas 2005 — 2009
Bachelor of Science (BS), Accounting and Finance
Jefferies & Company March 2012 - Present
Cowen and Company January 2010 - November 2011
Piper Jaffray July 2009 - January 2010
Blackthorn Investment Group May 2008 - August 2008
Education
University of Kansas 2005 — 2009
Bachelor of Science (BS), Accounting and Finance
Jim Kissane's Cowen and Company Experience January 2015 - Present
Job Managing Director at Cowen and Company
Industry Financial Services
Experience
Cowen and Company January 2015 - Present
Stone Key Partners November 2012 - July 2014
Credit Suisse November 2011 - November 2012
Bank of America-Merrill Lynch June 2008 - November 2011
Bear Stearns January 1997 - June 2008
Salomon Brothers August 1988 - January 1997
Skills
Equities, Capital Markets, Investments, Valuation, Investment Banking, Financial Modeling, Investor Relations, Corporate Finance, Due Diligence, Mergers, Series 7
Education
New York University, Stern School of Business 1990 — 1994
MBA, Finance
SUNY Albany 1984 — 1988
Bachelor of Science (BS), Business/Finance-MIS
Cowen and Company January 2015 - Present
Stone Key Partners November 2012 - July 2014
Credit Suisse November 2011 - November 2012
Bank of America-Merrill Lynch June 2008 - November 2011
Bear Stearns January 1997 - June 2008
Salomon Brothers August 1988 - January 1997
Skills
Equities, Capital Markets, Investments, Valuation, Investment Banking, Financial Modeling, Investor Relations, Corporate Finance, Due Diligence, Mergers, Series 7
Education
New York University, Stern School of Business 1990 — 1994
MBA, Finance
SUNY Albany 1984 — 1988
Bachelor of Science (BS), Business/Finance-MIS
Joshua Jennings's Cowen and Company Experience July 2011 - Present
Job Managing Director at Cowen and Company
Industry Financial Services
Experience
Cowen and Company July 2011 - Present
Jefferies & Company January 2007 - June 2011
Massachusetts General Hospital July 2002 - December 2006
Massachusetts General Hospital July 1998 - June 2002
Education
Temple University School of Medicine 1994 — 1998
M.D., Medicine
Yale University 1990 — 1994
BS, Biology
Cowen and Company July 2011 - Present
Jefferies & Company January 2007 - June 2011
Massachusetts General Hospital July 2002 - December 2006
Massachusetts General Hospital July 1998 - June 2002
Education
Temple University School of Medicine 1994 — 1998
M.D., Medicine
Yale University 1990 — 1994
BS, Biology
Gregg Smith's Cowen and Company Experience June 2005 - September 2007
Job Partner/CIO at Edison Nation; Board of Directors, Edison Nation Medical; CoFounder, Moguls Mobile by Daymond John
Industry Consumer Services
Experience
Edison Nation / Edison Nation Medical January 2011 - Present
Moguls Mobile by Daymond John January 2014 - Present
Red Carpet Brands June 2014 - Present
Evolution Corporate Advisors LLC October 2007 - January 2011
PetCareRx.com 1999 - 2008
Cowen and Company June 2005 - September 2007
Banc of America Securities 2000 - 2005
JW Genesis Capital Markets (formerly Genesis Merchant Group) 1998 - 2000
Bear Stearns July 1992 - August 1994
Skills
Private Placements, Investment Banking, Private Equity, Due Diligence, Mergers, Venture Capital, Corporate Development, Equities, Investments
Education
Skidmore College 1988 — 1992
BS, Business
Dwight 1987 — 1988
Edison Nation / Edison Nation Medical January 2011 - Present
Moguls Mobile by Daymond John January 2014 - Present
Red Carpet Brands June 2014 - Present
Evolution Corporate Advisors LLC October 2007 - January 2011
PetCareRx.com 1999 - 2008
Cowen and Company June 2005 - September 2007
Banc of America Securities 2000 - 2005
JW Genesis Capital Markets (formerly Genesis Merchant Group) 1998 - 2000
Bear Stearns July 1992 - August 1994
Skills
Private Placements, Investment Banking, Private Equity, Due Diligence, Mergers, Venture Capital, Corporate Development, Equities, Investments
Education
Skidmore College 1988 — 1992
BS, Business
Dwight 1987 — 1988
Jonathan Olsen's Cowen and Company Experience March 1998 - June 2000
Job Managing Director, Head of Capital Markets at Invitation Homes
Industry Real Estate
Experience
Invitation Homes April 2013 - Present
Invitation Homes June 2012 - April 2013
Jefferies & Company July 2010 - February 2012
Goldman Sachs April 2007 - June 2008
Banc of America Securities September 2003 - April 2007
CENTER FOR PRIVATE EQUITY AND ENTREPRENEURSHIP June 2002 - September 2002
PepsiCo July 2000 - July 2001
Cowen and Company March 1998 - June 2000
UBS Investment Bank October 1996 - March 1998
Skills
Mergers & Acquisitions, Investment Banking, Investments, Portfolio Management, Asset Management, Real Estate, Capital Markets, Private Equity, Valuation, Financial Modeling, Corporate Finance, Asset Managment, Due Diligence, Real Estate Economics, Equities, CMBS, Financial Analysis, Financial Structuring, LBO, Alternative Investments, Structured Finance, Hedge Funds, Investment Properties, Real Estate Financing, Corporate Development, Asset Dispositions, Entrepreneurship, Leases, Acquisitions, Finance, Strategy, Residential Homes, Disposition, Real Estate Private..., Investor Relations
Education
The Tuck School of Business at Dartmouth 2001 — 2003
MBA, General Management, Finance, Accounting, Real Estate
University of Pennsylvania 1992 — 1996
BA, Economics, English
Thomas Worthington High School 1988 — 1992
Invitation Homes April 2013 - Present
Invitation Homes June 2012 - April 2013
Jefferies & Company July 2010 - February 2012
Goldman Sachs April 2007 - June 2008
Banc of America Securities September 2003 - April 2007
CENTER FOR PRIVATE EQUITY AND ENTREPRENEURSHIP June 2002 - September 2002
PepsiCo July 2000 - July 2001
Cowen and Company March 1998 - June 2000
UBS Investment Bank October 1996 - March 1998
Skills
Mergers & Acquisitions, Investment Banking, Investments, Portfolio Management, Asset Management, Real Estate, Capital Markets, Private Equity, Valuation, Financial Modeling, Corporate Finance, Asset Managment, Due Diligence, Real Estate Economics, Equities, CMBS, Financial Analysis, Financial Structuring, LBO, Alternative Investments, Structured Finance, Hedge Funds, Investment Properties, Real Estate Financing, Corporate Development, Asset Dispositions, Entrepreneurship, Leases, Acquisitions, Finance, Strategy, Residential Homes, Disposition, Real Estate Private..., Investor Relations
Education
The Tuck School of Business at Dartmouth 2001 — 2003
MBA, General Management, Finance, Accounting, Real Estate
University of Pennsylvania 1992 — 1996
BA, Economics, English
Thomas Worthington High School 1988 — 1992
Jonathan Biele's Cowen and Company Experience July 2007 - August 2010
Job Managing Director, Head of Equity Origination
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2013 - Present
The Donjon Group January 2013 - Present
Citadel Securities August 2010 - January 2013
Cowen and Company July 2007 - August 2010
Lazard Ltd April 2005 - May 2007
Lehman Brothers 2000 - 2005
Skills
Alternative Investments, Capital Markets, Equities, Equity Capital Markets, Financial Modeling, Hedge Funds, Investment Banking, Investments, Management, Private Equity, Private Placements, Series 7, Valuation
Education
St. Lawrence University 1988 — 1992
BA, History
SunTrust Robinson Humphrey July 2013 - Present
The Donjon Group January 2013 - Present
Citadel Securities August 2010 - January 2013
Cowen and Company July 2007 - August 2010
Lazard Ltd April 2005 - May 2007
Lehman Brothers 2000 - 2005
Skills
Alternative Investments, Capital Markets, Equities, Equity Capital Markets, Financial Modeling, Hedge Funds, Investment Banking, Investments, Management, Private Equity, Private Placements, Series 7, Valuation
Education
St. Lawrence University 1988 — 1992
BA, History
Paul van Walleghem's Cowen and Company Experience 1997 - 1999
Job Chief Financial Officer at Evergreen Industrial Services
Industry Environmental Services
Experience
Evergreen Industrial Services February 2013 - Present
The Brock Group February 2012 - February 2013
The Brock Group February 2007 - January 2012
Harris Williams & Co. 2003 - 2006
Etensity, Inc. 1999 - 2001
Cowen and Company 1997 - 1999
Skills
Corporate Finance, Finance, Financial Reporting, Management, Forecasting, Mergers, Mergers, Start-ups, Strategy, Strategic Planning, Budgets, Financial Planning, Operations Management, Strategic Financial..., Corporate Development, Due Diligence
Education
The University of Texas at Austin - The Red McCombs School of Business
BBA, Finance
University of California, Berkeley - Walter A. Haas School of Business
MBA, Business
Evergreen Industrial Services February 2013 - Present
The Brock Group February 2012 - February 2013
The Brock Group February 2007 - January 2012
Harris Williams & Co. 2003 - 2006
Etensity, Inc. 1999 - 2001
Cowen and Company 1997 - 1999
Skills
Corporate Finance, Finance, Financial Reporting, Management, Forecasting, Mergers, Mergers, Start-ups, Strategy, Strategic Planning, Budgets, Financial Planning, Operations Management, Strategic Financial..., Corporate Development, Due Diligence
Education
The University of Texas at Austin - The Red McCombs School of Business
BBA, Finance
University of California, Berkeley - Walter A. Haas School of Business
MBA, Business
Margaret Franks's Cowen and Company Experience 2004 - 2006
Job Vice President at The Carlyle Group
Industry Investment Management
Experience
The Carlyle Group September 2014 - Present
EIG Global Energy Partners January 2011 - September 2014
TCW July 2006 - December 2010
Cowen and Company 2004 - 2006
Skills
Financial Modeling, Investments, Financial Analysis, Private Equity, Corporate Finance, Due Diligence, Strategic Planning, Business Strategy, Business Valuation, Process Improvement, Competitive Analysis, Negotiation, Forecasting, Portfolio Management, Bloomberg
Education
The University of Texas at Austin
The Carlyle Group September 2014 - Present
EIG Global Energy Partners January 2011 - September 2014
TCW July 2006 - December 2010
Cowen and Company 2004 - 2006
Skills
Financial Modeling, Investments, Financial Analysis, Private Equity, Corporate Finance, Due Diligence, Strategic Planning, Business Strategy, Business Valuation, Process Improvement, Competitive Analysis, Negotiation, Forecasting, Portfolio Management, Bloomberg
Education
The University of Texas at Austin
David Scheid's Cowen and Company Experience January 2014 - June 2015
Job Vice President at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey June 2015 - Present
Cowen and Company January 2014 - June 2015
Cowen and Company August 2010 - January 2014
Stonerise Capital Partners September 2009 - September 2009
Thoma Bravo, LLC July 2009 - August 2009
Bank of the West September 2006 - July 2008
Bank of the West September 2005 - September 2006
The PMI Group, Inc. April 2004 - September 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Investments, Investment Banking, Capital Markets, Equities, Fixed Income, IPO, Credit, Corporate Finance
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2010
MBA, Finance
University of California, Berkeley 2000 — 2003
Houlihan Lokey June 2015 - Present
Cowen and Company January 2014 - June 2015
Cowen and Company August 2010 - January 2014
Stonerise Capital Partners September 2009 - September 2009
Thoma Bravo, LLC July 2009 - August 2009
Bank of the West September 2006 - July 2008
Bank of the West September 2005 - September 2006
The PMI Group, Inc. April 2004 - September 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Investments, Investment Banking, Capital Markets, Equities, Fixed Income, IPO, Credit, Corporate Finance
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2010
MBA, Finance
University of California, Berkeley 2000 — 2003
Danielle Velez's Cowen and Company Experience 2008 - 2008
Job Medical Student
Industry Medical Practice
Experience
Robert Wood Johnson Medical School August 2011 - Present
Applied Value August 2009 - July 2011
Johns Hopkins University 2005 - 2009
Cowen and Company 2008 - 2008
Skills
Healthcare, Data Analysis, Public Health, Research, Clinical Research, Microsoft Office, Management Consulting, Stata
Education
UMDNJ - Robert Wood Johnson Medical School 2011 — 2015
The Johns Hopkins University 2005 — 2009
Bachelor of Science, Materials Science and Engineeering
Robert Wood Johnson Medical School August 2011 - Present
Applied Value August 2009 - July 2011
Johns Hopkins University 2005 - 2009
Cowen and Company 2008 - 2008
Skills
Healthcare, Data Analysis, Public Health, Research, Clinical Research, Microsoft Office, Management Consulting, Stata
Education
UMDNJ - Robert Wood Johnson Medical School 2011 — 2015
The Johns Hopkins University 2005 — 2009
Bachelor of Science, Materials Science and Engineeering
Divya Nalam's Cowen and Company Experience September 2009 - July 2010
Job Finance at Uber
Industry Banking
Experience
Uber January 2015 - Present
StubHub August 2012 - December 2014
Citigroup August 2010 - July 2012
Cowen and Company September 2009 - July 2010
Cowen and Company June 2008 - August 2008
Skills
Investment Banking, Corporate Development, Strategy, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Venture Capital, Economics, Analytics, M&A experience, Due Diligence, Equities, Finance, Business Strategy, Product Management
Education
University of California, Berkeley 2005 — 2009
BA, Economics
Uber January 2015 - Present
StubHub August 2012 - December 2014
Citigroup August 2010 - July 2012
Cowen and Company September 2009 - July 2010
Cowen and Company June 2008 - August 2008
Skills
Investment Banking, Corporate Development, Strategy, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Venture Capital, Economics, Analytics, M&A experience, Due Diligence, Equities, Finance, Business Strategy, Product Management
Education
University of California, Berkeley 2005 — 2009
BA, Economics
Frank Fincken III's Cowen and Company Experience September 1993 - April 1995
Job Six Sigma IT Technologist at
Industry Financial Services
Experience
SAF Enterprises June 2009 - Present
Western Union April 1995 - December 2008
Western Union Financial Services March 2005 - November 2008
Western Union Financial Services March 2000 - March 2005
Western Union Financial Services March 1997 - March 2000
Western Union Financial Services April 1995 - March 1997
Cowen and Company September 1993 - April 1995
Education
Lean Six Sigma Black Belt 2006 — 2007
Lean Six Sigma Black Belt
Seton Hall University
BS, Applied Math
SAF Enterprises June 2009 - Present
Western Union April 1995 - December 2008
Western Union Financial Services March 2005 - November 2008
Western Union Financial Services March 2000 - March 2005
Western Union Financial Services March 1997 - March 2000
Western Union Financial Services April 1995 - March 1997
Cowen and Company September 1993 - April 1995
Education
Lean Six Sigma Black Belt 2006 — 2007
Lean Six Sigma Black Belt
Seton Hall University
BS, Applied Math
Sid Kalmans's Cowen and Company Experience April 1972 - June 1974
Job Hotel Management & Consulting
Industry Hospitality
Experience
Caribbean Resort Group June 1995 - Present
Caravelle, Lemon Tree Inn May 1983 - Present
Bravo Tours September 2011 - Present
PARK CENTRAL HOTEL August 2010 - Present
Smith Barney June 1979 - June 1982
Drexel Burnham Lambert October 1977 - June 1979
Bache Halsey Stuart June 1974 - October 1977
Cowen and Company April 1972 - June 1974
Skills
Hospitality, Hotel Management, Hospitality Industry, Revenue Analysis, Hotels, Customer Service, Management, Resorts, Event Management, Food & Beverage, Leisure, Tourism, Hospitality Management, Front Office, Leisure Travel, Restaurants, Hotel Booking, Pre-opening, Marketing Strategy, Marketing, Entrepreneurship, Tour Operators
Education
The University of Texas at Austin
University of Houston
University of St. Croix
Caribbean Resort Group June 1995 - Present
Caravelle, Lemon Tree Inn May 1983 - Present
Bravo Tours September 2011 - Present
PARK CENTRAL HOTEL August 2010 - Present
Smith Barney June 1979 - June 1982
Drexel Burnham Lambert October 1977 - June 1979
Bache Halsey Stuart June 1974 - October 1977
Cowen and Company April 1972 - June 1974
Skills
Hospitality, Hotel Management, Hospitality Industry, Revenue Analysis, Hotels, Customer Service, Management, Resorts, Event Management, Food & Beverage, Leisure, Tourism, Hospitality Management, Front Office, Leisure Travel, Restaurants, Hotel Booking, Pre-opening, Marketing Strategy, Marketing, Entrepreneurship, Tour Operators
Education
The University of Texas at Austin
University of Houston
University of St. Croix
Larry Rehmer's Cowen and Company Experience January 1989 - November 1996
Job Financial Services Professional
Industry Financial Services
Experience
Academy Securities February 2009 - January 2012
Knight Capital Group January 2003 - May 2007
Robertson Stephens January 1997 - April 2002
Cowen and Company January 1989 - November 1996
Dean Witter Reynolds June 1987 - January 1989
Skills
Equity Trading, Investments, Trading, Bloomberg, Series 24, Series 7, Securities, Equities, Hedge Funds, Series 63, Sales, Management, FINRA, ETFs, Options, Trading Systems, Alternative Investments
Education
Syracuse University - Martin J. Whitman School of Management 1984 — 1987
Finance, Economics
Academy Securities February 2009 - January 2012
Knight Capital Group January 2003 - May 2007
Robertson Stephens January 1997 - April 2002
Cowen and Company January 1989 - November 1996
Dean Witter Reynolds June 1987 - January 1989
Skills
Equity Trading, Investments, Trading, Bloomberg, Series 24, Series 7, Securities, Equities, Hedge Funds, Series 63, Sales, Management, FINRA, ETFs, Options, Trading Systems, Alternative Investments
Education
Syracuse University - Martin J. Whitman School of Management 1984 — 1987
Finance, Economics
James Hicks's Cowen and Company Experience July 2005 - July 2007
Job Asset Manager at Science Inc
Industry Venture Capital & Private Equity
Experience
Science Inc December 2011 - Present
UCLA Anderson School of Management September 2010 - June 2012
Leads360 June 2011 - September 2011
Rustic Canyon Partners March 2011 - June 2011
last.vc October 2010 - March 2011
Natixis July 2007 - August 2010
Cowen and Company July 2005 - July 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Investment Banking, Private Equity, Bloomberg, Equities, Capital Markets, Venture Capital, Financial Analysis, Due Diligence, Investments, Mergers & Acquisitions, Fixed Income, Portfolio Management, Economics, Digital Marketing, Product Management, Product Marketing, E-commerce, Mobile Applications, Performance Based...
Education
Trinity College-Hartford 2001 — 2005
BA, Economics
Science Inc December 2011 - Present
UCLA Anderson School of Management September 2010 - June 2012
Leads360 June 2011 - September 2011
Rustic Canyon Partners March 2011 - June 2011
last.vc October 2010 - March 2011
Natixis July 2007 - August 2010
Cowen and Company July 2005 - July 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Investment Banking, Private Equity, Bloomberg, Equities, Capital Markets, Venture Capital, Financial Analysis, Due Diligence, Investments, Mergers & Acquisitions, Fixed Income, Portfolio Management, Economics, Digital Marketing, Product Management, Product Marketing, E-commerce, Mobile Applications, Performance Based...
Education
Trinity College-Hartford 2001 — 2005
BA, Economics
Frank Migliara's Cowen and Company Experience September 1997 - Present
Job Vice President/Manager at Cowen and Company
Industry Banking
Experience
Cowen and Company September 1997 - Present
Cowen and Company 1997 - 2009
Education
School of Visual Arts
Graphic Design
Cowen and Company September 1997 - Present
Cowen and Company 1997 - 2009
Education
School of Visual Arts
Graphic Design
Chad Eppolito's Cowen and Company Experience March 2013 - Present
Job Equity Sales and Trading Compliance Officer at Cowen and Company
Industry Financial Services
Experience
Cowen and Company March 2013 - Present
Dahlman Rose & Co. December 2010 - March 2013
SecondMarket, Inc. August 2009 - December 2010
Bank of America May 2005 - February 2009
J.P. Morgan January 2002 - May 2005
J.P. Morgan September 2000 - January 2002
Skills
Derivatives, Equity Trading, Equities, Series 7, Series 63, Trading, Series 24, Broker-Dealer Compliance, Broker-Dealer Operations, Regulatory Examinations
Education
Syracuse University
Bachelor's degree, Finance, General
Cowen and Company March 2013 - Present
Dahlman Rose & Co. December 2010 - March 2013
SecondMarket, Inc. August 2009 - December 2010
Bank of America May 2005 - February 2009
J.P. Morgan January 2002 - May 2005
J.P. Morgan September 2000 - January 2002
Skills
Derivatives, Equity Trading, Equities, Series 7, Series 63, Trading, Series 24, Broker-Dealer Compliance, Broker-Dealer Operations, Regulatory Examinations
Education
Syracuse University
Bachelor's degree, Finance, General
Walter DeCanio's Cowen and Company Experience March 1999 - March 2007
Job Senior Vice President, AML Compliance at Citi
Industry Financial Services
Experience
Citi December 2010 - Present
Bank of America March 2007 - September 2009
Cowen and Company March 1999 - March 2007
Banker's Trust January 1995 - January 1999
Goldman, Sachs & Co January 1993 - January 1995
Salomon Brothers, Inc January 1985 - January 1993
Skills
Mergers, Finance, Contract Negotiation, Mergers & Acquisitions, Investment Banking, Management, Six Sigma, Process Improvement, Business Analysis, Banking
Education
Saint Peter's University 1981 — 1985
BS, Finance, Economics
Monsignor Farrell 1977 — 1981
University of Phoenix
MBA (In Progress)
Citi December 2010 - Present
Bank of America March 2007 - September 2009
Cowen and Company March 1999 - March 2007
Banker's Trust January 1995 - January 1999
Goldman, Sachs & Co January 1993 - January 1995
Salomon Brothers, Inc January 1985 - January 1993
Skills
Mergers, Finance, Contract Negotiation, Mergers & Acquisitions, Investment Banking, Management, Six Sigma, Process Improvement, Business Analysis, Banking
Education
Saint Peter's University 1981 — 1985
BS, Finance, Economics
Monsignor Farrell 1977 — 1981
University of Phoenix
MBA (In Progress)
James Medvedeff, CFA's Cowen and Company Experience March 2010 - Present
Job Equity Research at Cowen And Company
Industry Investment Management
Experience
Cowen And Company March 2010 - Present
Evergreen Funds July 1996 - June 2009
Skills
Valuation, Asset Managment, Investments, Mutual Funds, Equity Research, Equities, Hedge Funds, Portfolio Management, Bloomberg, Alternative Investments, Financial Modeling, Fixed Income, Capital Markets, Asset Allocation, Equity Valuation, Finance, Risk Management
Education
The University of Akron
Bachelor of Arts, Economics
The University of Akron
Master of Arts, Economics, Econometrics & Quantitative Methods
University of Colorado at Boulder
Coursework, Mathematics major, Music minor
Cowen And Company March 2010 - Present
Evergreen Funds July 1996 - June 2009
Skills
Valuation, Asset Managment, Investments, Mutual Funds, Equity Research, Equities, Hedge Funds, Portfolio Management, Bloomberg, Alternative Investments, Financial Modeling, Fixed Income, Capital Markets, Asset Allocation, Equity Valuation, Finance, Risk Management
Education
The University of Akron
Bachelor of Arts, Economics
The University of Akron
Master of Arts, Economics, Econometrics & Quantitative Methods
University of Colorado at Boulder
Coursework, Mathematics major, Music minor
Ke (Doris) Tang's Cowen and Company Experience January 2010 - July 2010
Job Commercial Community Analyst at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group June 2015 - Present
China Galaxy International Securities (Hong Kong) Co., Limited June 2014 - August 2014
Jasper Capital International January 2013 - August 2013
Deloitte February 2011 - July 2012
Cowen and Company January 2010 - July 2010
Skills
Financial Analysis, Equity Research, Finance, Financial Modeling, Investment Banking, Microsoft Office, Risk Management, Team Leadership
Education
Saint Mary's University 2013 — 2015
Master of Business Administration (MBA), Finance
Saint Mary's University 2008 — 2009
Master of Finance, Finance and Financial Management Services
BMO Financial Group June 2015 - Present
China Galaxy International Securities (Hong Kong) Co., Limited June 2014 - August 2014
Jasper Capital International January 2013 - August 2013
Deloitte February 2011 - July 2012
Cowen and Company January 2010 - July 2010
Skills
Financial Analysis, Equity Research, Finance, Financial Modeling, Investment Banking, Microsoft Office, Risk Management, Team Leadership
Education
Saint Mary's University 2013 — 2015
Master of Business Administration (MBA), Finance
Saint Mary's University 2008 — 2009
Master of Finance, Finance and Financial Management Services
Colleen Talarico's Cowen and Company Experience November 2006 - February 2010
Job Asst to the President at United Way of Greater Rochester
Industry Higher Education
Experience
United Way of Greater Rochester July 2013 - Present
Cowen and Company November 2006 - February 2010
Gordon and Betty Moore Foundation 2000 - 2004
Mercer Management Consulting 1990 - 1997
Education
SUNY Polytechnic Institute 1979 — 1981
BS, Business
Herkimer County Community College
United Way of Greater Rochester July 2013 - Present
Cowen and Company November 2006 - February 2010
Gordon and Betty Moore Foundation 2000 - 2004
Mercer Management Consulting 1990 - 1997
Education
SUNY Polytechnic Institute 1979 — 1981
BS, Business
Herkimer County Community College
Frank Morgan's Cowen and Company Experience June 2003 - June 2008
Job SVP Institutional Equities at FBR
Industry Financial Services
Experience
FBR January 2015 - Present
Financial Industry Regulatory Authority (FINRA) 2013 - Present
Dahlman Rose & Co. August 2008 - June 2013
Dahlman Rose 2008 - 2009
Cowen and Company June 2003 - June 2008
cowen 2003 - 2008
Fidelity Investments 1996 - 1997
Skills
Capital Markets, Equity Trading, Equities, Bloomberg, Series 7, Trading, Electronic Trading
Education
St. John's University, The Peter J. Tobin College of Business 1993 — 1997
BS, Finance
FBR January 2015 - Present
Financial Industry Regulatory Authority (FINRA) 2013 - Present
Dahlman Rose & Co. August 2008 - June 2013
Dahlman Rose 2008 - 2009
Cowen and Company June 2003 - June 2008
cowen 2003 - 2008
Fidelity Investments 1996 - 1997
Skills
Capital Markets, Equity Trading, Equities, Bloomberg, Series 7, Trading, Electronic Trading
Education
St. John's University, The Peter J. Tobin College of Business 1993 — 1997
BS, Finance
Michele Levrant Bernstein's Cowen and Company Experience September 2011 - Present
Job Vice President, Supervisory Analyst at Cowen and Company
Industry Financial Services
Experience
Cowen and Company September 2011 - Present
Keefe, Bruyette & Woods November 2009 - September 2011
Banc of America Securities March 2001 - June 2009
Self Employed 1997 - 2001
Montgomery Securities 1996 - 1997
S.G.Warburg 1992 - 1995
Cowen and Company 1991 - 1992
Education
Stony Brook University
Bachelor of Arts
Cowen and Company September 2011 - Present
Keefe, Bruyette & Woods November 2009 - September 2011
Banc of America Securities March 2001 - June 2009
Self Employed 1997 - 2001
Montgomery Securities 1996 - 1997
S.G.Warburg 1992 - 1995
Cowen and Company 1991 - 1992
Education
Stony Brook University
Bachelor of Arts
Christian Montoya's Cowen and Company Experience June 2007 - August 2007
Job Junior Relationship Manager at Societe Generale
Industry Banking
Experience
Societe Generale Corporate and Investment Banking - SGCIB April 2015 - Present
Societe Generale Corporate and Investment Banking - SGCIB June 2009 - March 2015
Millgate Capital July 2008 - August 2008
Presidenza del Consiglio dei Ministri January 2008 - May 2008
Cowen and Company June 2007 - August 2007
Standard Chartered Bank June 2006 - August 2006
JPMorgan Chase June 2005 - August 2005
Skills
Spanish, Italian, Portuguese
Education
Trinity College-Hartford 2005 — 2009
BA, Economics & Italian Studies
Societe Generale Corporate and Investment Banking - SGCIB April 2015 - Present
Societe Generale Corporate and Investment Banking - SGCIB June 2009 - March 2015
Millgate Capital July 2008 - August 2008
Presidenza del Consiglio dei Ministri January 2008 - May 2008
Cowen and Company June 2007 - August 2007
Standard Chartered Bank June 2006 - August 2006
JPMorgan Chase June 2005 - August 2005
Skills
Spanish, Italian, Portuguese
Education
Trinity College-Hartford 2005 — 2009
BA, Economics & Italian Studies
Matthew Leithead's Cowen and Company Experience May 2014 - Present
Job Equity Derivatives at Cowen and Company
Industry Financial Services
Experience
Cowen and Company May 2014 - Present
Cantor Fitzgerald March 2012 - April 2014
WJB Capital Group, Inc. October 2010 - January 2012
Skills
Equities, Equity Derivatives, Equity Trading, Derivatives, Trading, Options, Bloomberg, Capital Markets, Hedge Funds, Trading Systems, Series 7, Electronic Trading
Education
Siena College 2006 — 2010
Cowen and Company May 2014 - Present
Cantor Fitzgerald March 2012 - April 2014
WJB Capital Group, Inc. October 2010 - January 2012
Skills
Equities, Equity Derivatives, Equity Trading, Derivatives, Trading, Options, Bloomberg, Capital Markets, Hedge Funds, Trading Systems, Series 7, Electronic Trading
Education
Siena College 2006 — 2010
Kenneth Rivera's Cowen and Company Experience 1991 - 1995
Job Managing Director at Steel Horse Advisors
Industry Investment Banking
Experience
Steel Horse Advisors 2007 - Present
Cowen Group, Inc. 2005 - 2007
Société Générale 1999 - 2003
UBS Investment Bank 1995 - 1998
Cowen and Company 1991 - 1995
Morgan Stanley 1989 - 1991
Education
Stanford University 1985 — 1989
Bachelor of Arts (B.A.), Political Science
Steel Horse Advisors 2007 - Present
Cowen Group, Inc. 2005 - 2007
Société Générale 1999 - 2003
UBS Investment Bank 1995 - 1998
Cowen and Company 1991 - 1995
Morgan Stanley 1989 - 1991
Education
Stanford University 1985 — 1989
Bachelor of Arts (B.A.), Political Science
Julian Goldblatt's Cowen and Company Experience February 2013 - Present
Job Equity Research
Industry Financial Services
Experience
Cowen and Company February 2013 - Present
Dahlman Rose & Co. January 2011 - February 2013
Skills
Project Management, Microsoft Excel, Financial Analysis, Financial Modeling, Series 63, Series 7, Equities, Business Analysis, Risk Management, Analysis, Equity Research, Corporate Finance, Bloomberg, Capital Markets
Education
State University of New York at Buffalo 2001 — 2005
Political Science and Government
Oxford University 2003 — 2004
International Policy Analysis
Cowen and Company February 2013 - Present
Dahlman Rose & Co. January 2011 - February 2013
Skills
Project Management, Microsoft Excel, Financial Analysis, Financial Modeling, Series 63, Series 7, Equities, Business Analysis, Risk Management, Analysis, Equity Research, Corporate Finance, Bloomberg, Capital Markets
Education
State University of New York at Buffalo 2001 — 2005
Political Science and Government
Oxford University 2003 — 2004
International Policy Analysis
Thomas Boyes Jr.'s Cowen and Company Experience July 2014 - Present
Job Associate Analyst at Cowen and Company
Industry Financial Services
Experience
Cowen and Company July 2014 - Present
Stifel Nicolaus February 2011 - June 2014
Bank of America July 2009 - January 2011
Merrill Lynch November 2008 - June 2009
Skills
Bloomberg, Financial Modeling, Valuation, Microsoft Excel, Market Research, Fixed Income, Financial Analysis, Series 7, Investments, Customer Service, Investment Banking, Equities
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
Cowen and Company July 2014 - Present
Stifel Nicolaus February 2011 - June 2014
Bank of America July 2009 - January 2011
Merrill Lynch November 2008 - June 2009
Skills
Bloomberg, Financial Modeling, Valuation, Microsoft Excel, Market Research, Fixed Income, Financial Analysis, Series 7, Investments, Customer Service, Investment Banking, Equities
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
Fred Rubinstein's Cowen and Company Experience August 1996 - July 2005
Job Database Administrator at Cowen Group
Industry Information Technology and Services
Experience
Cowen Group August 1996 - Present
Hewlett-Packard 2005 - 2010
Cowen and Company August 1996 - July 2005
The Chase Manhattan Bank December 1980 - August 1996
Skills
Sybase, Disaster Recovery, ITIL, SQL, Data Center, Investment Banking, Windows Server, VMware, Databases, Microsoft SQL Server, Integration, Equities, Unix, Trading Systems, Perl, SDLC, Oracle, Requirements Analysis, Active Directory, Virtualization
Education
State University of New York College at Oswego 1975 — 1979
B.S, Psycholgy
Cowen Group August 1996 - Present
Hewlett-Packard 2005 - 2010
Cowen and Company August 1996 - July 2005
The Chase Manhattan Bank December 1980 - August 1996
Skills
Sybase, Disaster Recovery, ITIL, SQL, Data Center, Investment Banking, Windows Server, VMware, Databases, Microsoft SQL Server, Integration, Equities, Unix, Trading Systems, Perl, SDLC, Oracle, Requirements Analysis, Active Directory, Virtualization
Education
State University of New York College at Oswego 1975 — 1979
B.S, Psycholgy
Dave Rountree's Cowen and Company Experience March 2013 - Present
Job Director, Institutional Equity Sales at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company March 2013 - Present
Dahlman Rose & Co. May 2008 - March 2013
Education
The Johns Hopkins University
B.A., Economics
Cowen and Company March 2013 - Present
Dahlman Rose & Co. May 2008 - March 2013
Education
The Johns Hopkins University
B.A., Economics
Timothy Lufkin's Cowen and Company Experience May 2011 - February 2012
Job Managing DIrector at American Capital
Industry Financial Services
Experience
American Capital November 2013 - Present
Morgan Joseph TriArtisan LLC April 2012 - October 2013
Cowen and Company May 2011 - February 2012
FBR CAPITAL MARKETS January 2007 - September 2010
Legacy Partners Group LLC (merged into FBR Capital Markets) March 2003 - February 2007
HIDDEN BROOK PARTNERS, LLC January 2001 - March 2003
Donaldson, Lufkin & Jenrette June 1991 - March 2001
Skills
Private Equity, Mergers & Acquisitions, Equities, Portfolio Management, Finance, Management, New Business Development, Sales, Investment Banking, Financial Advisory, Valuation, Capital Markets, Corporate Development, Corporate Finance, M&A experience, Financial Modeling, Due Diligence, Middle Market
Education
THE HOTCHKISS SCHOOL
University of Alabama
Bachelor of Science, Corporate Finance
American Capital November 2013 - Present
Morgan Joseph TriArtisan LLC April 2012 - October 2013
Cowen and Company May 2011 - February 2012
FBR CAPITAL MARKETS January 2007 - September 2010
Legacy Partners Group LLC (merged into FBR Capital Markets) March 2003 - February 2007
HIDDEN BROOK PARTNERS, LLC January 2001 - March 2003
Donaldson, Lufkin & Jenrette June 1991 - March 2001
Skills
Private Equity, Mergers & Acquisitions, Equities, Portfolio Management, Finance, Management, New Business Development, Sales, Investment Banking, Financial Advisory, Valuation, Capital Markets, Corporate Development, Corporate Finance, M&A experience, Financial Modeling, Due Diligence, Middle Market
Education
THE HOTCHKISS SCHOOL
University of Alabama
Bachelor of Science, Corporate Finance
Van Robbins's Cowen and Company Experience 2002 - 2008
Job Private Equity Advisor
Industry Investment Banking
Experience
Private Equity 2011 - Present
The Silverfern Group, Inc. 2010 - 2011
Cowen and Company 2002 - 2008
Robertson Stephens 2001 - 2002
Thomas Weisel Partners 1999 - 2001
Montgomery Securities 1995 - 1999
Skills
Private Equity, Venture Capital, Alternative Investments, Valuation, Investments, Financial Modeling, Mergers & Acquisitions, Hedge Funds, Investment Banking, Corporate Development, Due Diligence, Capital Markets, Private Placements
Education
United States Naval Academy
Private Equity 2011 - Present
The Silverfern Group, Inc. 2010 - 2011
Cowen and Company 2002 - 2008
Robertson Stephens 2001 - 2002
Thomas Weisel Partners 1999 - 2001
Montgomery Securities 1995 - 1999
Skills
Private Equity, Venture Capital, Alternative Investments, Valuation, Investments, Financial Modeling, Mergers & Acquisitions, Hedge Funds, Investment Banking, Corporate Development, Due Diligence, Capital Markets, Private Placements
Education
United States Naval Academy
Ellen Fine Levine's Cowen and Company Experience 1995 - 1996
Job Board Director | Global CSuite Finance and Risk Executive
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation June 1996 - January 2015
Cowen and Company 1995 - 1996
Mabon Securities Corp. Banca IMI Securities Corp. 1991 - 1995
L.F. Rothschild and Company 1985 - 1989
Skills
Risk Management, Hedge Funds, Derivatives, Financial Analysis, Financial Services, Financial Risk, Enterprise Risk..., Asset Management, Capital Markets, Fixed Income, Internal Controls, Securities, Financial Reporting, Investment Banking, Finance, Corporate Finance, Equities, Financial Modeling, Change Management, Due Diligence
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance, General
State University of New York at Albany
Bachelor of Science (B.S.), Accounting
The Depository Trust & Clearing Corporation June 1996 - January 2015
Cowen and Company 1995 - 1996
Mabon Securities Corp. Banca IMI Securities Corp. 1991 - 1995
L.F. Rothschild and Company 1985 - 1989
Skills
Risk Management, Hedge Funds, Derivatives, Financial Analysis, Financial Services, Financial Risk, Enterprise Risk..., Asset Management, Capital Markets, Fixed Income, Internal Controls, Securities, Financial Reporting, Investment Banking, Finance, Corporate Finance, Equities, Financial Modeling, Change Management, Due Diligence
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance, General
State University of New York at Albany
Bachelor of Science (B.S.), Accounting
Andrew Kule's Cowen and Company Experience June 1993 - August 1993
Job Senior Analyst at Mark Asset Management
Industry Investment Management
Experience
Locksmith Capital Advisors May 2011 - February 2013
Prentice Capital Management, LP 2009 - 2009
JL Advisors LLC 2002 - 2008
Salomon Smith Barney Inc. 1998 - 2002
Bear Stearns 1996 - 1998
Moore Capital Management 1994 - 1996
Cowen and Company June 1993 - August 1993
Cowen and Company June 1992 - August 1992
Cowen and Company June 1991 - August 1991
Education
Tulane University - A.B. Freeman School of Business 1990 — 1994
BSM
The Ramaz School 1986 — 1990
Locksmith Capital Advisors May 2011 - February 2013
Prentice Capital Management, LP 2009 - 2009
JL Advisors LLC 2002 - 2008
Salomon Smith Barney Inc. 1998 - 2002
Bear Stearns 1996 - 1998
Moore Capital Management 1994 - 1996
Cowen and Company June 1993 - August 1993
Cowen and Company June 1992 - August 1992
Cowen and Company June 1991 - August 1991
Education
Tulane University - A.B. Freeman School of Business 1990 — 1994
BSM
The Ramaz School 1986 — 1990
Marylou Panza's Cowen and Company Experience April 1995 - June 2010
Job Director at Mizuho Securities USA Inc.
Industry Investment Banking
Experience
Mizuho Securities USA Inc. July 2015 - Present
Stephens Inc. November 2013 - October 2014
Lazard Capital Markets August 2010 - October 2013
Cowen and Company April 1995 - June 2010
Education
St. John's University
Bachelor's Degree, Finance
Mizuho Securities USA Inc. July 2015 - Present
Stephens Inc. November 2013 - October 2014
Lazard Capital Markets August 2010 - October 2013
Cowen and Company April 1995 - June 2010
Education
St. John's University
Bachelor's Degree, Finance
Maryam Aflak's Cowen and Company Experience 2003 - 2008
Job VP/Director at Tora Trading Services
Industry Financial Services
Experience
Tora Trading Services 2008 - Present
Cowen and Company 2003 - 2008
CSFB 1999 - 2002
Education
UCLA Anderson School of Management
Tora Trading Services 2008 - Present
Cowen and Company 2003 - 2008
CSFB 1999 - 2002
Education
UCLA Anderson School of Management
David Getzler's Cowen and Company Experience 1997 - 2006
Job Managing Director and Head of North American Corporate Finance, Societe Generale
Industry Banking
Experience
Societe Generale 2006 - Present
Cowen and Company 1997 - 2006
Education
University of Chicago Graduate School of Business
MBA
University of Melbourne
B. Com (Hons)
Societe Generale 2006 - Present
Cowen and Company 1997 - 2006
Education
University of Chicago Graduate School of Business
MBA
University of Melbourne
B. Com (Hons)
Anton Averchenkov's Cowen and Company Experience June 2011 - March 2013
Job Senior Software Engineer at Bloomberg LP
Industry Computer Software
Experience
Bloomberg LP April 2013 - Present
Cowen and Company June 2011 - March 2013
LaBranche & Co. June 2006 - June 2011
Rutgers University May 2003 - May 2006
Skills
C#, Java, C++, Linux, SQL, .NET, Python, NoSQL, Trading Systems, JavaScript, Unix, C
Education
Rutgers University 2002 — 2006
B.S., Electrical and Computer Engineering
Bloomberg LP April 2013 - Present
Cowen and Company June 2011 - March 2013
LaBranche & Co. June 2006 - June 2011
Rutgers University May 2003 - May 2006
Skills
C#, Java, C++, Linux, SQL, .NET, Python, NoSQL, Trading Systems, JavaScript, Unix, C
Education
Rutgers University 2002 — 2006
B.S., Electrical and Computer Engineering
Derrick Wu's Cowen and Company Experience July 2012 - June 2014
Job Corporate Development Associate at RPX Corporation
Industry Investment Banking
Experience
RPX Corporation July 2014 - Present
Cowen and Company July 2012 - June 2014
PricewaterhouseCoopers September 2010 - June 2012
Education
UC Berkeley 2006 — 2010
BS, Business Administration
RPX Corporation July 2014 - Present
Cowen and Company July 2012 - June 2014
PricewaterhouseCoopers September 2010 - June 2012
Education
UC Berkeley 2006 — 2010
BS, Business Administration
Jim Crandell's Cowen and Company Experience 2013 - Present
Job
Industry Investment Banking
Experience
Cowen and Company 2013 - Present
Distribution Now May 2014 - June 2014
Dahlman Rose & Co. 2011 - 2013
Barclays Investment Bank 2008 - 2011
Lehman Brothers 1999 - 2008
Salomon Brothers 1981 - 1997
Connecticut Mutual Life 1978 - 1981
Standard and Poors 1977 - 1978
Skills
Microsoft Excel, Microsoft Word, Oil & Gas Industry, Equities, Customer Service, Investment Banking, Microsoft Office, Valuation, PowerPoint, Equity Research, Financial Modeling, Financial Analysis, Equity Trading, Management, Hedge Funds
Education
Saint Lawrence University
Cowen and Company 2013 - Present
Distribution Now May 2014 - June 2014
Dahlman Rose & Co. 2011 - 2013
Barclays Investment Bank 2008 - 2011
Lehman Brothers 1999 - 2008
Salomon Brothers 1981 - 1997
Connecticut Mutual Life 1978 - 1981
Standard and Poors 1977 - 1978
Skills
Microsoft Excel, Microsoft Word, Oil & Gas Industry, Equities, Customer Service, Investment Banking, Microsoft Office, Valuation, PowerPoint, Equity Research, Financial Modeling, Financial Analysis, Equity Trading, Management, Hedge Funds
Education
Saint Lawrence University
Peter Pfister's Cowen and Company Experience 1995 - 1999
Job Systems Officer at The Bank of TokyoMitsubishi UFJ, Limited
Industry Banking
Experience
The Bank of Tokyo-Mitsubishi UFJ, Limited May 2001 - Present
Cowen and Company 1995 - 1999
First Fidelity Bank 1988 - 1995
Skills
COBOL, Electronic Funds..., Correspondent Banking, Marketing, Advertising, Common Sense, Curiosity, Core Banking, WebSphere MQ, Retail, Operational Risk, CICS, Accounting, Tandem Computer, GPP, SQL, University Teaching, Imagination, Logic, Retail Marketing, Management
Education
Saint Luke's
PhD
The College of William and Mary 1974 — 1976
MBA
Universidad de las Américas, A.C. 1966 — 1970
BA, Languages
The Bank of Tokyo-Mitsubishi UFJ, Limited May 2001 - Present
Cowen and Company 1995 - 1999
First Fidelity Bank 1988 - 1995
Skills
COBOL, Electronic Funds..., Correspondent Banking, Marketing, Advertising, Common Sense, Curiosity, Core Banking, WebSphere MQ, Retail, Operational Risk, CICS, Accounting, Tandem Computer, GPP, SQL, University Teaching, Imagination, Logic, Retail Marketing, Management
Education
Saint Luke's
PhD
The College of William and Mary 1974 — 1976
MBA
Universidad de las Américas, A.C. 1966 — 1970
BA, Languages
Swaroopa Desai's Cowen and Company Experience April 2015 - Present
Job Director at Cowen and Company
Industry Financial Services
Experience
Cowen and Company April 2015 - Present
Barclays Investment Bank May 2010 - December 2013
Barclays September 2007 - May 2010
Education
NYU Stern School of Business 2005 — 2007
Master of Business Administration (MBA), Accounting and Finance
London School of Economics and Political Science 2002 — 2003
Master of Science (MSc)
Cowen and Company April 2015 - Present
Barclays Investment Bank May 2010 - December 2013
Barclays September 2007 - May 2010
Education
NYU Stern School of Business 2005 — 2007
Master of Business Administration (MBA), Accounting and Finance
London School of Economics and Political Science 2002 — 2003
Master of Science (MSc)
Edward Ashworth's Cowen and Company Experience April 2014 - Present
Job Equity Research Assistant at Cowen and Company
Industry Financial Services
Experience
Cowen and Company April 2014 - Present
Leerink Partners LLC April 2012 - April 2014
Maxim Group August 2008 - November 2010
Skills
Equity Research, Data Analysis, Financial Modeling, Bloomberg, Financial Analysis, Valuation, Equities, Investments, Capital Markets, Securities
Education
The George Washington University 2004 — 2008
B.B.A., International Business
The George Washington University - School of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), International Business
Cowen and Company April 2014 - Present
Leerink Partners LLC April 2012 - April 2014
Maxim Group August 2008 - November 2010
Skills
Equity Research, Data Analysis, Financial Modeling, Bloomberg, Financial Analysis, Valuation, Equities, Investments, Capital Markets, Securities
Education
The George Washington University 2004 — 2008
B.B.A., International Business
The George Washington University - School of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), International Business
Daniel Giancola's Cowen and Company Experience June 2015 - August 2015
Job Student at Rutgers UniversityNew Brunswick
Industry
Experience
Cowen and Company June 2015 - August 2015
Education
Rutgers University-New Brunswick 2012 — 2016
Finance
Cowen and Company June 2015 - August 2015
Education
Rutgers University-New Brunswick 2012 — 2016
Finance
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS