Cowen and Company, LLC
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 (Dec 27, 2017–) Headquarters: New York City, NY Assets under management: 11 billion USD (2018) Subsidiaries: SG COWEN SECURITIES Corp,
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Cowen and Company, LLC Employees
Employee
Years
Job
Industry
Sarah Ha Sarah Ha's Cowen and Company, LLC Experience June 2007 - July 2009
Job Senior Managing Director, Strategic Initiatives & Partnerships at Teach For America
Industry Higher Education
Experience
Teach For America June 2015 - Present
Teach For America February 2014 - May 2015
Teach For America August 2013 - February 2014
Asian & Pacific Islander American Scholarship Fund (APIASF) /Gates Millennium Scholars Program (GMS) April 2013 - July 2013
Asian & Pacific Islander American Scholarship Fund (APIASF) /Gates Millennium Scholars Program (GMS) May 2012 - March 2013
Asian & Pacific Islander American Scholarship Fund (APIASF) /Gates Millennium Scholars Program (GMS) January 2011 - May 2012
UCLA March 2010 - June 2010
UCLA January 2010 - June 2010
UCLA August 2009 - June 2010
Cowen and Company LLC June 2007 - July 2009
Skills
Non-profits, Research, Community Outreach, Program Development, Event Planning, Public Speaking, Social Media, Editing, Data Analysis, PowerPoint, Strategic Planning, Newsletters, Press Releases, Leadership, Securities, Financial Analysis, Nonprofits, Teaching, Program Management, Project Management, Student Affairs, Microsoft Office, Qualitative Research, Higher Education, Diversity Training, Social Justice, Diversity & Inclusion..., Alumni Affairs, Training, Staff Development, Strat, Project M, Program Assessment, Volunteer Management, Fundraising, Program Evaluation, Student Leadership, Grants, Student Development, Policy Analysis, Community Development, Workshop Facilitation, Student Engagement, Program Administration, Collaborative Leadership, Clear Communications, Educational Leadership, Legal Research, Non-profit Program..., Blogging
Education
University of California, Los Angeles 2009 — 2010
M.Ed., Student Affairs, Higher Education and Organizational Change
Boston College 2001 — 2005
B.A., Sociology, Minor in Faith, Peace & Justice, Graduated cum laude
Teach For America June 2015 - Present
Teach For America February 2014 - May 2015
Teach For America August 2013 - February 2014
Asian & Pacific Islander American Scholarship Fund (APIASF) /Gates Millennium Scholars Program (GMS) April 2013 - July 2013
Asian & Pacific Islander American Scholarship Fund (APIASF) /Gates Millennium Scholars Program (GMS) May 2012 - March 2013
Asian & Pacific Islander American Scholarship Fund (APIASF) /Gates Millennium Scholars Program (GMS) January 2011 - May 2012
UCLA March 2010 - June 2010
UCLA January 2010 - June 2010
UCLA August 2009 - June 2010
Cowen and Company LLC June 2007 - July 2009
Skills
Non-profits, Research, Community Outreach, Program Development, Event Planning, Public Speaking, Social Media, Editing, Data Analysis, PowerPoint, Strategic Planning, Newsletters, Press Releases, Leadership, Securities, Financial Analysis, Nonprofits, Teaching, Program Management, Project Management, Student Affairs, Microsoft Office, Qualitative Research, Higher Education, Diversity Training, Social Justice, Diversity & Inclusion..., Alumni Affairs, Training, Staff Development, Strat, Project M, Program Assessment, Volunteer Management, Fundraising, Program Evaluation, Student Leadership, Grants, Student Development, Policy Analysis, Community Development, Workshop Facilitation, Student Engagement, Program Administration, Collaborative Leadership, Clear Communications, Educational Leadership, Legal Research, Non-profit Program..., Blogging
Education
University of California, Los Angeles 2009 — 2010
M.Ed., Student Affairs, Higher Education and Organizational Change
Boston College 2001 — 2005
B.A., Sociology, Minor in Faith, Peace & Justice, Graduated cum laude
Alex Harris's Cowen and Company, LLC Experience June 2010 - August 2010
Job Associate at Goldman Sachs
Industry Venture Capital & Private Equity
Experience
Goldman Sachs August 2014 - Present
Goldman Sachs January 2014 - July 2014
SunTrust Robinson Humphrey June 2011 - December 2013
Cowen and Company, LLC June 2010 - August 2010
HealthCare Royalty Partners January 2010 - May 2010
Skills
Investment Banking, Corporate Finance, Leveraged Finance, Alternative Investments, Credit Analysis
Education
Sewanee-The University of the South 2007 — 2011
Bachelor of Arts (B.A.), Economics / Spanish
The McCallie School 2002 — 2007
High School Diploma
Goldman Sachs August 2014 - Present
Goldman Sachs January 2014 - July 2014
SunTrust Robinson Humphrey June 2011 - December 2013
Cowen and Company, LLC June 2010 - August 2010
HealthCare Royalty Partners January 2010 - May 2010
Skills
Investment Banking, Corporate Finance, Leveraged Finance, Alternative Investments, Credit Analysis
Education
Sewanee-The University of the South 2007 — 2011
Bachelor of Arts (B.A.), Economics / Spanish
The McCallie School 2002 — 2007
High School Diploma
Meghan Drake Meghan Drake's Cowen and Company, LLC Experience May 2006 - October 2008
Job Technology, Media & Telecommunications Investment Banking Associate at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2011 - 2013
Medici Medical Technologies, a medical device start-up September 2009 - 2011
Credit Suisse June 2010 - August 2010
Cowen and Company, LLC May 2006 - October 2008
CIBC World Markets March 2005 - May 2006
Digitas May 2004 - March 2005
Harvard Business School Department of Research July 2002 - 2004
Skills
Investment Banking, Entrepreneurship, Start-ups, Analysis, Financial Modeling, Valuation, Healthcare, Business Strategy, Corporate Development, Technology, Strategy, Marketing
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Concentration in Financial Analysis and Program for Entrepreneurs "P4E"
Smith College
B.A., Economics
The London School of Economics and Political Science (LSE)
General Course, Economics
Credit Suisse July 2011 - 2013
Medici Medical Technologies, a medical device start-up September 2009 - 2011
Credit Suisse June 2010 - August 2010
Cowen and Company, LLC May 2006 - October 2008
CIBC World Markets March 2005 - May 2006
Digitas May 2004 - March 2005
Harvard Business School Department of Research July 2002 - 2004
Skills
Investment Banking, Entrepreneurship, Start-ups, Analysis, Financial Modeling, Valuation, Healthcare, Business Strategy, Corporate Development, Technology, Strategy, Marketing
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Concentration in Financial Analysis and Program for Entrepreneurs "P4E"
Smith College
B.A., Economics
The London School of Economics and Political Science (LSE)
General Course, Economics
Bob Flanagan's Cowen and Company, LLC Experience January 2004 - May 2007
Job Managing Director, Technology Investment Banking at Raymond James & Associates, Inc
Industry Investment Banking
Experience
Raymond James & Associates, Inc September 2011 - Present
Oppenheimer & Co. May 2007 - September 2011
Cowen and Company, LLC January 2004 - May 2007
Thomas Weisel Partners 2000 - 2003
Salomon Smith Barney 1995 - 1999
Skills
Mergers, Investment Banking, IPO, Equity Offerings, Fairness Opinions, Secondary Offerings, Securities, Leveraged Finance, Acquisitions, Corporate Finance, Strategy, Equities, Corporate Development, Corporate Governance, Venture Capital, M&A experience, Capital Markets, Private Placements, Valuation, Mergers & Acquisitions, Private Equity, Financial Structuring, Finance, Financial Modeling, Hedge Funds, Due Diligence
Education
Stanford University Graduate School of Business 1993 — 1995
MBA
University of California, Los Angeles 1987 — 1990
BA, Economics
Raymond James & Associates, Inc September 2011 - Present
Oppenheimer & Co. May 2007 - September 2011
Cowen and Company, LLC January 2004 - May 2007
Thomas Weisel Partners 2000 - 2003
Salomon Smith Barney 1995 - 1999
Skills
Mergers, Investment Banking, IPO, Equity Offerings, Fairness Opinions, Secondary Offerings, Securities, Leveraged Finance, Acquisitions, Corporate Finance, Strategy, Equities, Corporate Development, Corporate Governance, Venture Capital, M&A experience, Capital Markets, Private Placements, Valuation, Mergers & Acquisitions, Private Equity, Financial Structuring, Finance, Financial Modeling, Hedge Funds, Due Diligence
Education
Stanford University Graduate School of Business 1993 — 1995
MBA
University of California, Los Angeles 1987 — 1990
BA, Economics
Anthony Farinha Anthony Farinha's Cowen and Company, LLC Experience 2006 - 2009
Job Director of Business Development & Strategic Alliances at DSSD, Emerging Technologies Division of EMC
Industry Information Technology and Services
Experience
DSSD, a Division of EMC February 2015 - Present
Symantec 2011 - February 2015
New Century Capital Partners 2009 - 2011
Cowen and Company, LLC 2006 - 2009
Merrill Lynch 2005 - 2006
Citigroup Global Markets 2003 - 2005
Robertson Stephens 1999 - 2002
Arthur Andersen Consulting 1997 - 1999
Skills
Strategy, Venture Capital, Mergers & Acquisitions, Business Development, Private Equity, Corporate Development, Valuation, Management, SaaS, Investment Banking, Enterprise Storage, Open Standards, Private Cloud, Sales Enablement
Education
Brown University
AB, cum laude, Organizational Behavior & Management, Political Science
Junipero Serra High School
DSSD, a Division of EMC February 2015 - Present
Symantec 2011 - February 2015
New Century Capital Partners 2009 - 2011
Cowen and Company, LLC 2006 - 2009
Merrill Lynch 2005 - 2006
Citigroup Global Markets 2003 - 2005
Robertson Stephens 1999 - 2002
Arthur Andersen Consulting 1997 - 1999
Skills
Strategy, Venture Capital, Mergers & Acquisitions, Business Development, Private Equity, Corporate Development, Valuation, Management, SaaS, Investment Banking, Enterprise Storage, Open Standards, Private Cloud, Sales Enablement
Education
Brown University
AB, cum laude, Organizational Behavior & Management, Political Science
Junipero Serra High School
Curtis Blount Curtis Blount's Cowen and Company, LLC Experience January 2005 - January 2009
Job Director IT Security Risk and Compliancy at Xaxis/Group M
Industry Computer & Network Security
Experience
Xaxis October 2012 - Present
Supera Corporation November 2011 - July 2012
Cowen and Company, LLC January 2005 - January 2009
Ogilvy & Mather Worldwide January 2002 - January 2005
Sun Microsystems February 2000 - October 2001
Merrill Lynch January 1998 - January 2000
United States Department of Defense August 1994 - January 2000
Skills
Project Planning, Business Continuity, Information Security, Disaster Recovery, Data Center, Cloud Computing, Information Security..., Network Security, Information Technology, Virtualization, Network Architecture, Information Assurance, SaaS, CISSP, Enterprise Architecture, ITIL, IT Strategy, Firewalls, Computer Security, Strategy
Education
ISACA 2005 — 2005
Certification
COMPTIA 2004 — 2004
Certification
ISC2 2000 — 2000
Certification
Computer Learning Center 1990 — 1992
Associate
Drexel University 1984 — 1989
Bachelor of Science
Xaxis October 2012 - Present
Supera Corporation November 2011 - July 2012
Cowen and Company, LLC January 2005 - January 2009
Ogilvy & Mather Worldwide January 2002 - January 2005
Sun Microsystems February 2000 - October 2001
Merrill Lynch January 1998 - January 2000
United States Department of Defense August 1994 - January 2000
Skills
Project Planning, Business Continuity, Information Security, Disaster Recovery, Data Center, Cloud Computing, Information Security..., Network Security, Information Technology, Virtualization, Network Architecture, Information Assurance, SaaS, CISSP, Enterprise Architecture, ITIL, IT Strategy, Firewalls, Computer Security, Strategy
Education
ISACA 2005 — 2005
Certification
COMPTIA 2004 — 2004
Certification
ISC2 2000 — 2000
Certification
Computer Learning Center 1990 — 1992
Associate
Drexel University 1984 — 1989
Bachelor of Science
Tom Fread Tom Fread's Cowen and Company, LLC Experience October 2005 - March 2011
Job Managing Director eDiscovery at BNY Mellon
Industry Investment Banking
Experience
BNY Mellon March 2011 - Present
Cowen and Company, LLC October 2005 - March 2011
JP Morgan Chase August 2002 - October 2005
JPMorgan Chase May 1999 - August 2002
Skills
Change Management, Alternative Investments, ITIL, Management, Project Management, Investment Banking, Hedge Funds, Business Continuity, Capital Markets, SDLC, Asset Managment, Trading, Compliance, IT Risk Management, Asset Management, Vendor Management, Securities, Equities, AML, Information Technology, Telecommunications, Surveillance, Fixed Income, IT Strategy, Financial Services, Equity Trading, Electronic Trading, Market Data, Risk Management
Education
City University of New York-Brooklyn College
BA, Economics
BNY Mellon March 2011 - Present
Cowen and Company, LLC October 2005 - March 2011
JP Morgan Chase August 2002 - October 2005
JPMorgan Chase May 1999 - August 2002
Skills
Change Management, Alternative Investments, ITIL, Management, Project Management, Investment Banking, Hedge Funds, Business Continuity, Capital Markets, SDLC, Asset Managment, Trading, Compliance, IT Risk Management, Asset Management, Vendor Management, Securities, Equities, AML, Information Technology, Telecommunications, Surveillance, Fixed Income, IT Strategy, Financial Services, Equity Trading, Electronic Trading, Market Data, Risk Management
Education
City University of New York-Brooklyn College
BA, Economics
Erin Bitar Erin Bitar's Cowen and Company, LLC Experience April 2007 - January 2008
Job
Industry Retail
Experience
Murad April 2015 - Present
Murad January 2014 - April 2015
Bare Escentuals October 2011 - December 2013
Bare Escentuals June 2010 - October 2011
Bare Escentuals February 2008 - June 2010
Cowen and Company, LLC April 2007 - January 2008
Morrison & Foerster LLP August 2005 - April 2007
Porter Novelli October 2004 - August 2005
Skills
Social Media, Marketing Strategy, Social Media Marketing, Online Advertising, Digital Marketing, E-commerce, Event Planning, Competitive Analysis, Retail, Marketing, Analytics, Market Research
Education
Brown University 1999 — 2003
B.A, Public Policy and American Institutions
Crossroads School 1997 — 1999
Santa Monica High School 1995 — 1996
Murad April 2015 - Present
Murad January 2014 - April 2015
Bare Escentuals October 2011 - December 2013
Bare Escentuals June 2010 - October 2011
Bare Escentuals February 2008 - June 2010
Cowen and Company, LLC April 2007 - January 2008
Morrison & Foerster LLP August 2005 - April 2007
Porter Novelli October 2004 - August 2005
Skills
Social Media, Marketing Strategy, Social Media Marketing, Online Advertising, Digital Marketing, E-commerce, Event Planning, Competitive Analysis, Retail, Marketing, Analytics, Market Research
Education
Brown University 1999 — 2003
B.A, Public Policy and American Institutions
Crossroads School 1997 — 1999
Santa Monica High School 1995 — 1996
Marcelle Agard-Willis Marcelle Agard-Willis's Cowen and Company, LLC Experience March 1997 - Present
Job Executive Assistant | Office Management Professional | Administrative Leader
Industry Financial Services
Experience
Cowen and Company, LLC March 1997 - Present
Cowen Group, Inc. March 1997 - August 2015
Chase Manhattan Bank August 1983 - December 1997
Skills
Administrative & Office..., Customer Service..., Operational Oversight, Human Resources..., Document Management, Written & Oral..., Event Planning, Relationship Building, Administrative..., Full Lifecycle Project..., Training and Assessment, Microsoft Office Suite, PeopleSoft, Sabre Travel System, OAG Travel Planner, Scheduling, Internet Research, Client Relationship, Database Management, Logistics Coordination, GetThere Travel and..., Microsoft Excel
Education
Baruch College, City University of New York (CUNY) 1994 — 1995
Business Administration & Human Resources Management Coursework, N/A
Borough of Manhattan Community College 1991 — 1993
Associate’s Degree, A.A.S. in Business Administration, 3.0
Cowen and Company, LLC March 1997 - Present
Cowen Group, Inc. March 1997 - August 2015
Chase Manhattan Bank August 1983 - December 1997
Skills
Administrative & Office..., Customer Service..., Operational Oversight, Human Resources..., Document Management, Written & Oral..., Event Planning, Relationship Building, Administrative..., Full Lifecycle Project..., Training and Assessment, Microsoft Office Suite, PeopleSoft, Sabre Travel System, OAG Travel Planner, Scheduling, Internet Research, Client Relationship, Database Management, Logistics Coordination, GetThere Travel and..., Microsoft Excel
Education
Baruch College, City University of New York (CUNY) 1994 — 1995
Business Administration & Human Resources Management Coursework, N/A
Borough of Manhattan Community College 1991 — 1993
Associate’s Degree, A.A.S. in Business Administration, 3.0
Sanam Tahir Sanam Tahir's Cowen and Company, LLC Experience September 2011 - December 2011
Job Associate Project Manager, JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2014 - Present
High Street Partners February 2013 - August 2013
Cowen and Company LLC September 2011 - December 2011
Audax Group July 2010 - August 2011
Triangle Credit Union May 2009 - June 2010
Skills
Microsoft Excel, Outlook, Financial Accounting, Peachtree, Fund Accounting, Financial Analysis, PowerPoint, Research, Econometrics, Finance, Financial Modeling, Banking, Accounting, Access
Education
Northeastern University
Bachelor of Science, Economics
Goldsmiths, University of London
Political Science & Economics
JPMorgan Chase January 2014 - Present
High Street Partners February 2013 - August 2013
Cowen and Company LLC September 2011 - December 2011
Audax Group July 2010 - August 2011
Triangle Credit Union May 2009 - June 2010
Skills
Microsoft Excel, Outlook, Financial Accounting, Peachtree, Fund Accounting, Financial Analysis, PowerPoint, Research, Econometrics, Finance, Financial Modeling, Banking, Accounting, Access
Education
Northeastern University
Bachelor of Science, Economics
Goldsmiths, University of London
Political Science & Economics
Matthew Kane Matthew Kane's Cowen and Company, LLC Experience 2004 - March 2009
Job Managing Director at Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners January 2011 - Present
Piper Jaffray July 2009 - January 2011
SG Cowen April 2004 - March 2009
Cowen and Company, LLC 2004 - March 2009
Thomas Weisel Partners 2000 - 2004
Firetalk 2000 - 2000
Merrill Lynch July 1994 - December 1999
Skills
Investment Banking, Mergers & Acquisitions, Corporate Development, Enterprise Software, Big Data, Valuation, Due Diligence, Business Development, LBO, M&A experience, IPO, Capital Markets, Private Equity, Venture Capital, Hedge Funds
Education
Dartmouth College 1990 — 1994
AB, Economics, Philosophy
Perella Weinberg Partners January 2011 - Present
Piper Jaffray July 2009 - January 2011
SG Cowen April 2004 - March 2009
Cowen and Company, LLC 2004 - March 2009
Thomas Weisel Partners 2000 - 2004
Firetalk 2000 - 2000
Merrill Lynch July 1994 - December 1999
Skills
Investment Banking, Mergers & Acquisitions, Corporate Development, Enterprise Software, Big Data, Valuation, Due Diligence, Business Development, LBO, M&A experience, IPO, Capital Markets, Private Equity, Venture Capital, Hedge Funds
Education
Dartmouth College 1990 — 1994
AB, Economics, Philosophy
Sondler-Bazar, Meredith Sondler-Bazar, Meredith's Cowen and Company, LLC Experience July 2006 - October 2009
Job Director, Healthcare Investment Banking at Oppenheimer & Co.
Industry Investment Banking
Experience
Oppenheimer & Co. Inc. August 2014 - Present
F. Schumacher & Co. October 2009 - August 2014
F. Schumacher & Co. October 2009 - June 2012
Cowen and Company, LLC July 2006 - October 2009
Skills
Luxury Goods, Business Strategy, Carpet, Competitive Analysis, Product Development, Rugs, Mergers, Furniture, Negotiation, New Business Development, Social Media, Marketing, Retail, Strategic Planning, Fashion, Marketing Strategy, Space planning, Financial Analysis, Sales, Marketing Communications, Textiles, Market Research, Sales Management, Strategy, Brand Development, Brand Management, Entrepreneurship, Merchandising, Interior Design
Education
NYU Stern School of Business 2013 — 2015
Brown University 2002 — 2006
Bachelor of Arts, Double; Business Economics and Management of Public and Private Sector Organizations
Providence Country Day School 1999 — 2002
East Greenwich High School
Oppenheimer & Co. Inc. August 2014 - Present
F. Schumacher & Co. October 2009 - August 2014
F. Schumacher & Co. October 2009 - June 2012
Cowen and Company, LLC July 2006 - October 2009
Skills
Luxury Goods, Business Strategy, Carpet, Competitive Analysis, Product Development, Rugs, Mergers, Furniture, Negotiation, New Business Development, Social Media, Marketing, Retail, Strategic Planning, Fashion, Marketing Strategy, Space planning, Financial Analysis, Sales, Marketing Communications, Textiles, Market Research, Sales Management, Strategy, Brand Development, Brand Management, Entrepreneurship, Merchandising, Interior Design
Education
NYU Stern School of Business 2013 — 2015
Brown University 2002 — 2006
Bachelor of Arts, Double; Business Economics and Management of Public and Private Sector Organizations
Providence Country Day School 1999 — 2002
East Greenwich High School
Todd Hurtubise Todd Hurtubise's Cowen and Company, LLC Experience June 2011 - February 2013
Job Global EventDriven Portfolio Manager
Industry Investment Management
Experience
Visium Asset Management May 2015 - Present
Proteus Global Partners, LLC February 2013 - May 2015
Cowen and Company, LLC June 2011 - February 2013
BlackRock August 2006 - January 2009
Fidelity Capital Markets March 2003 - February 2004
Banc of America Securities August 2000 - February 2003
Donaldson, Lufkin & Jenrette 1997 - 2000
Skills
Equities, Trading Systems, Trading, Arbitrage, Trading Strategies, Options, Series 7, Electronic Trading, Portfolio Management, Asset Management, ETFs, FX, Program Trading, Swaps, Asset Managment, FX Options, Series 63, Event Driven, Special Situations..., Long/Short Equity, Indexing, Spin-offs, Hedging, Futures Trading, Hedge Funds, Bloomberg, Trading System, Alternative Investments, FX trading, Equity Trading, Investment Management, Asset Allocation, Investment Strategies, Technical Analysis, Mergers, Bloomberg Terminal, Options Strategies
Education
Canisius College 1992 — 1997
BA, English, Economics, Finance
Visium Asset Management May 2015 - Present
Proteus Global Partners, LLC February 2013 - May 2015
Cowen and Company, LLC June 2011 - February 2013
BlackRock August 2006 - January 2009
Fidelity Capital Markets March 2003 - February 2004
Banc of America Securities August 2000 - February 2003
Donaldson, Lufkin & Jenrette 1997 - 2000
Skills
Equities, Trading Systems, Trading, Arbitrage, Trading Strategies, Options, Series 7, Electronic Trading, Portfolio Management, Asset Management, ETFs, FX, Program Trading, Swaps, Asset Managment, FX Options, Series 63, Event Driven, Special Situations..., Long/Short Equity, Indexing, Spin-offs, Hedging, Futures Trading, Hedge Funds, Bloomberg, Trading System, Alternative Investments, FX trading, Equity Trading, Investment Management, Asset Allocation, Investment Strategies, Technical Analysis, Mergers, Bloomberg Terminal, Options Strategies
Education
Canisius College 1992 — 1997
BA, English, Economics, Finance
Ryan Daws's Cowen and Company, LLC Experience July 1999 - November 2010
Job Chief Financial Officer
Industry Biotechnology
Experience
Stifel Nicolaus September 2010 - June 2013
Cowen and Company, LLC July 1999 - November 2010
Skills
Valuation, Financial Modeling, Corporate Finance, Mergers, Due Diligence, Mergers & Acquisitions, Investment Banking, Corporate Development, Financial Analysis, Strategy Development, Competitive Analysis, Business Strategy, Strategic Planning, Capital Markets, Healthcare, Business Analysis, Negotiation, Budgeting, Securities, Financial Planning, Financial Markets, Industry Analysis
Education
University of South Carolina - The Moore School of Business 1996 — 1998
International Master of Business Administration, International Business and Finance (MIBS Program)
University of South Carolina-Columbia 1992 — 1996
BS, Finance, Organizational Management
Stifel Nicolaus September 2010 - June 2013
Cowen and Company, LLC July 1999 - November 2010
Skills
Valuation, Financial Modeling, Corporate Finance, Mergers, Due Diligence, Mergers & Acquisitions, Investment Banking, Corporate Development, Financial Analysis, Strategy Development, Competitive Analysis, Business Strategy, Strategic Planning, Capital Markets, Healthcare, Business Analysis, Negotiation, Budgeting, Securities, Financial Planning, Financial Markets, Industry Analysis
Education
University of South Carolina - The Moore School of Business 1996 — 1998
International Master of Business Administration, International Business and Finance (MIBS Program)
University of South Carolina-Columbia 1992 — 1996
BS, Finance, Organizational Management
Brian Marchiel's Cowen and Company, LLC Experience September 2007 - May 2009
Job
Industry Financial Services
Experience
MyVest September 2010 - Present
Structural Investment Management November 2009 - September 2010
Cowen and Company, LLC September 2007 - May 2009
SVB Alliant December 2005 - August 2007
Blue Pumpkin Software October 2000 - June 2005
Lockheed Martin Space Operations March 1996 - November 1998
Skills
Product Management, Enterprise Software, Software Project..., Corporate Finance, Investment Banking, Mergers, Customer Relations, Product Development, Investments, Start-ups, Excel, Business Strategy, Marketing Strategy, Strategic Planning, Entrepreneurship, Due Diligence, Asset Management, Integration, Mergers & Acquisitions, Project Management, CRM, SaaS, Microsoft Excel, Competitive Analysis, Strategy, Team Leadership, Business Development, Market Research, Corporate Development, Business Process, Strategic Partnerships, Analytics, Agile Methodologies, Management, Financial Modeling, SDLC
Education
University of California, Berkeley 2003 — 2005
MBA
Duke University 1991 — 1995
BSE, Biomedical Engineering
MyVest September 2010 - Present
Structural Investment Management November 2009 - September 2010
Cowen and Company, LLC September 2007 - May 2009
SVB Alliant December 2005 - August 2007
Blue Pumpkin Software October 2000 - June 2005
Lockheed Martin Space Operations March 1996 - November 1998
Skills
Product Management, Enterprise Software, Software Project..., Corporate Finance, Investment Banking, Mergers, Customer Relations, Product Development, Investments, Start-ups, Excel, Business Strategy, Marketing Strategy, Strategic Planning, Entrepreneurship, Due Diligence, Asset Management, Integration, Mergers & Acquisitions, Project Management, CRM, SaaS, Microsoft Excel, Competitive Analysis, Strategy, Team Leadership, Business Development, Market Research, Corporate Development, Business Process, Strategic Partnerships, Analytics, Agile Methodologies, Management, Financial Modeling, SDLC
Education
University of California, Berkeley 2003 — 2005
MBA
Duke University 1991 — 1995
BSE, Biomedical Engineering
Michael Kehoe's Cowen and Company, LLC Experience February 2007 - June 2008
Job Equity Analyst
Industry Investment Management
Experience
Rothschild Asset Management (AUM $5B) July 2008 - Present
Cowen and Company, LLC February 2007 - June 2008
CIBC World Markets August 2006 - March 2007
Knight Financial Products January 2001 - May 2003
Skills
Equities, Equity Research, Financial Modeling, Volatility, Finance, Hedge Funds, Bloomberg, Valuation, Fixed Income, Portfolio Management, Derivatives, Investments, Trading Systems
Education
Yale University - Yale School of Management 2004 — 2006
MBA, Finance, Investment Management
University of Pennsylvania 1995 — 2000
BA, Political Science
Rothschild Asset Management (AUM $5B) July 2008 - Present
Cowen and Company, LLC February 2007 - June 2008
CIBC World Markets August 2006 - March 2007
Knight Financial Products January 2001 - May 2003
Skills
Equities, Equity Research, Financial Modeling, Volatility, Finance, Hedge Funds, Bloomberg, Valuation, Fixed Income, Portfolio Management, Derivatives, Investments, Trading Systems
Education
Yale University - Yale School of Management 2004 — 2006
MBA, Finance, Investment Management
University of Pennsylvania 1995 — 2000
BA, Political Science
Shaun Parvez's Cowen and Company, LLC Experience January 2004 - April 2009
Job President at SK E&S Americas
Industry Executive Office
Experience
SK E&S Americas / SK Holdings April 2009 - Present
Cowen and Company, LLC January 2004 - April 2009
Cowen and Company, LLC January 2004 - April 2009
Banc of America Securities 2000 - 2002
Salomon Smith Barney 1999 - 2000
JPMorgan Chase 1998 - 1999
Johnson Controls, Inc. June 1991 - May 1996
Skills
Corporate Development, Financial Modeling, Valuation, Venture Capital, Investment Banking, Mergers & Acquisitions, Corporate Finance, Private Equity, Renewable Energy, Equity Research, Investments, Portfolio Management, Equities, Asset Management, Due Diligence
Education
Yale University - Yale School of Management 1996 — 1998
MBA
New York University - Polytechnic School of Engineering 1987 — 1992
BS
Columbia University in the City of New York 1989 — 1991
Bronx H.S. of Science 1984 — 1987
Life
Life
SK E&S Americas / SK Holdings April 2009 - Present
Cowen and Company, LLC January 2004 - April 2009
Cowen and Company, LLC January 2004 - April 2009
Banc of America Securities 2000 - 2002
Salomon Smith Barney 1999 - 2000
JPMorgan Chase 1998 - 1999
Johnson Controls, Inc. June 1991 - May 1996
Skills
Corporate Development, Financial Modeling, Valuation, Venture Capital, Investment Banking, Mergers & Acquisitions, Corporate Finance, Private Equity, Renewable Energy, Equity Research, Investments, Portfolio Management, Equities, Asset Management, Due Diligence
Education
Yale University - Yale School of Management 1996 — 1998
MBA
New York University - Polytechnic School of Engineering 1987 — 1992
BS
Columbia University in the City of New York 1989 — 1991
Bronx H.S. of Science 1984 — 1987
Life
Life
Linda Felstein's Cowen and Company, LLC Experience
Job Senior Analyst at Cowen and Company, LLC
Industry Financial Services
Experience
Cowen and Company, LLC
Education
Baruch College, City University of New York (CUNY) 2001 — 2003
Cowen and Company, LLC
Education
Baruch College, City University of New York (CUNY) 2001 — 2003
Nicholas Ganz's Cowen and Company, LLC Experience December 2007 - 2010
Job General Counsel at First Avenue Partners LLP
Industry Investment Banking
Experience
First Avenue Partners LLP July 2015 - Present
MLV & Co November 2014 - April 2015
First Avenue Partners LLP April 2012 - October 2014
Madison Williams and Company April 2011 - January 2012
Cowen and Company, LLC December 2007 - 2010
Cantor Fitzgerald May 2005 - March 2007
Banc of America Securities, LLC 2001 - 2005
UBS Investment Bank 1987 - 2001
Skills
Capital Markets, Hedge Funds, Securities, Investment Banking, Mergers, Private Equity, Private Placements, Securities Lending, Equities, Venture Capital, FINRA, Structured Products, Alternative Investments, IPO, Fixed Income, Asset Management, Due Diligence, Securities Regulation, Series 24, Derivatives, Equity Capital Markets, Investor Relations, Series 7, Financial Structuring, Emerging Markets, AML, Mergers & Acquisitions, Anti Money Laundering
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1986 — 1989
State University of New York College at Brockport 1979 — 1984
First Avenue Partners LLP July 2015 - Present
MLV & Co November 2014 - April 2015
First Avenue Partners LLP April 2012 - October 2014
Madison Williams and Company April 2011 - January 2012
Cowen and Company, LLC December 2007 - 2010
Cantor Fitzgerald May 2005 - March 2007
Banc of America Securities, LLC 2001 - 2005
UBS Investment Bank 1987 - 2001
Skills
Capital Markets, Hedge Funds, Securities, Investment Banking, Mergers, Private Equity, Private Placements, Securities Lending, Equities, Venture Capital, FINRA, Structured Products, Alternative Investments, IPO, Fixed Income, Asset Management, Due Diligence, Securities Regulation, Series 24, Derivatives, Equity Capital Markets, Investor Relations, Series 7, Financial Structuring, Emerging Markets, AML, Mergers & Acquisitions, Anti Money Laundering
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1986 — 1989
State University of New York College at Brockport 1979 — 1984
Lauren Cooks Levitan's Cowen and Company, LLC Experience June 2002 - October 2008
Job CFO at Fanatics, Inc.
Industry Internet
Experience
Fanatics, Inc. June 2015 - Present
Moxie Capital LLC January 2009 - June 2015
Cowen and Company LLC June 2002 - October 2008
Robertson Stephens 1995 - 2002
Gymboree 1994 - 1995
Crate & Barrel 1992 - 1994
Goldman Sachs 1987 - 1990
Skills
Corporate Development, Equity Research, Valuation, Venture Capital, Private Equity, Mergers, Investment Banking, Financial Modeling, Private Placements, Capital Markets, Equity Capital Markets, Due Diligence, E-commerce, M&A experience, Equities, Hedge Funds, Mergers & Acquisitions, Strategy, IPO, LBO, Emerging Markets, Alternative Investments, Leveraged Finance, Corporate Finance, Investor Relations, Investments, Start-ups, Capital Raising, Business Valuation, Investment Management
Education
Stanford University Graduate School of Business 1990 — 1992
MBA
Duke University 1984 — 1987
Glenbrook North High School 1979 — 1983
Fanatics, Inc. June 2015 - Present
Moxie Capital LLC January 2009 - June 2015
Cowen and Company LLC June 2002 - October 2008
Robertson Stephens 1995 - 2002
Gymboree 1994 - 1995
Crate & Barrel 1992 - 1994
Goldman Sachs 1987 - 1990
Skills
Corporate Development, Equity Research, Valuation, Venture Capital, Private Equity, Mergers, Investment Banking, Financial Modeling, Private Placements, Capital Markets, Equity Capital Markets, Due Diligence, E-commerce, M&A experience, Equities, Hedge Funds, Mergers & Acquisitions, Strategy, IPO, LBO, Emerging Markets, Alternative Investments, Leveraged Finance, Corporate Finance, Investor Relations, Investments, Start-ups, Capital Raising, Business Valuation, Investment Management
Education
Stanford University Graduate School of Business 1990 — 1992
MBA
Duke University 1984 — 1987
Glenbrook North High School 1979 — 1983
Erik Swennumson's Cowen and Company, LLC Experience August 2000 - 2009
Job Senior Vice President
Industry Electrical/Electronic Manufacturing
Experience
Sanmina 2012 - Present
Sanmina June 2010 - Present
Cowen and Company, LLC August 2000 - 2009
Societe Generale September 1996 - 2000
First Chicago Corporation (JP Morgan) 1993 - 1996
Skills
Mergers, Corporate Finance, Capital Structure, Sales Management, Acquisitions, Corporate Development, Venture Capital, Acquisition Integration, Private Equity, Financial Modeling, Due Diligence, M&A experience, Management, Mergers & Acquisitions, Strategy, Investment Banking, Valuation, Investments, Finance, Analysis, Business Development, Business Strategy
Education
Northwestern University - Kellogg School of Management 1998 — 2000
Master of Business Administration (M.B.A.), Finance, Strategy, Technology
Tulane University 1989 — 1993
BA, Economics
Sanmina 2012 - Present
Sanmina June 2010 - Present
Cowen and Company, LLC August 2000 - 2009
Societe Generale September 1996 - 2000
First Chicago Corporation (JP Morgan) 1993 - 1996
Skills
Mergers, Corporate Finance, Capital Structure, Sales Management, Acquisitions, Corporate Development, Venture Capital, Acquisition Integration, Private Equity, Financial Modeling, Due Diligence, M&A experience, Management, Mergers & Acquisitions, Strategy, Investment Banking, Valuation, Investments, Finance, Analysis, Business Development, Business Strategy
Education
Northwestern University - Kellogg School of Management 1998 — 2000
Master of Business Administration (M.B.A.), Finance, Strategy, Technology
Tulane University 1989 — 1993
BA, Economics
Pierre Nicolas's Cowen and Company, LLC Experience 2001 - 2005
Job Experienced Technology Executive
Industry Financial Services
Experience
Credit Suisse August 2005 - September 2012
SG Cowen 2001 - 2005
Cowen and Company LLC 2001 - 2005
Columbia Business School 1997 - 1999
Deutsche Bank 1995 - 1997
Deutsche Bank Securities 1995 - 1997
Salomon Smith Barney 1993 - 1995
TCAM, LLC 1991 - 1993
Skills
Equities, Investment Banking, Fixed Income, Capital Markets, Derivatives, Valuation, Bloomberg, Hedge Funds, Financial Modeling, Portfolio Management, Investments, Options, Low Latency, Equity Trading, Trading Systems, Equity Research, Market Data, Mergers & Acquisitions, Entrepreneurship, Business Strategy, Risk Management, Emerging Markets, Strategic Planning, Venture Capital, Financial Structuring, Strategy, Electronic Trading, Asset Management, Due Diligence, Swaps, Corporate Finance, Structured Finance, Bonds, Trading, Financial Markets, Financial Services, FX Options, Alternative Investments, Private Equity, Banking, Program Management, Series 7, Credit Derivatives, SDLC, Equity Derivatives, Vendor Management, Project Management, Sybase, Business Analysis, Structured Products
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
New York University - Polytechnic School of Engineering 1993 — 1996
MS, Computer Science
New York University - Polytechnic School of Engineering 1986 — 1990
BS, Electrical Engineering
Credit Suisse August 2005 - September 2012
SG Cowen 2001 - 2005
Cowen and Company LLC 2001 - 2005
Columbia Business School 1997 - 1999
Deutsche Bank 1995 - 1997
Deutsche Bank Securities 1995 - 1997
Salomon Smith Barney 1993 - 1995
TCAM, LLC 1991 - 1993
Skills
Equities, Investment Banking, Fixed Income, Capital Markets, Derivatives, Valuation, Bloomberg, Hedge Funds, Financial Modeling, Portfolio Management, Investments, Options, Low Latency, Equity Trading, Trading Systems, Equity Research, Market Data, Mergers & Acquisitions, Entrepreneurship, Business Strategy, Risk Management, Emerging Markets, Strategic Planning, Venture Capital, Financial Structuring, Strategy, Electronic Trading, Asset Management, Due Diligence, Swaps, Corporate Finance, Structured Finance, Bonds, Trading, Financial Markets, Financial Services, FX Options, Alternative Investments, Private Equity, Banking, Program Management, Series 7, Credit Derivatives, SDLC, Equity Derivatives, Vendor Management, Project Management, Sybase, Business Analysis, Structured Products
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
New York University - Polytechnic School of Engineering 1993 — 1996
MS, Computer Science
New York University - Polytechnic School of Engineering 1986 — 1990
BS, Electrical Engineering
Frances Vanisky's Cowen and Company, LLC Experience November 2000 - July 2010
Job Senior Vice President at Citibank
Industry Banking
Experience
Citibank September 2010 - Present
Cowen and Company LLC November 2000 - July 2010
Education
Parsons School of Design 1976 — 1981
Citibank September 2010 - Present
Cowen and Company LLC November 2000 - July 2010
Education
Parsons School of Design 1976 — 1981
Gregory R. Dow's Cowen and Company, LLC Experience May 2004 - December 2007
Job Chief Operating Officer and General Counsel at KLR Group, LLC
Industry Investment Banking
Experience
KLR Group, LLC April 2012 - Present
Rodman & Renshaw Capital Group, Inc. February 2008 - April 2012
Cowen and Company, LLC May 2004 - December 2007
Merrill Lynch April 1998 - April 2004
Peregrine Capital Markets 1997 - 1998
Milbank Tweed 1994 - 1997
Skills
Corporate Development, Securities Regulation, Securities, Equity Capital Markets, Private Equity, Due Diligence, Capital Markets, Private Placements, Mergers & Acquisitions, Hedge Funds, Strategic Planning, Start-ups, Joint Ventures, Mergers, Risk Management, Litigation, Venture Capital, Corporate Finance, Equities
Education
University of Virginia School of Law 1991 — 1994
Dartmouth College 1982 — 1986
KLR Group, LLC April 2012 - Present
Rodman & Renshaw Capital Group, Inc. February 2008 - April 2012
Cowen and Company, LLC May 2004 - December 2007
Merrill Lynch April 1998 - April 2004
Peregrine Capital Markets 1997 - 1998
Milbank Tweed 1994 - 1997
Skills
Corporate Development, Securities Regulation, Securities, Equity Capital Markets, Private Equity, Due Diligence, Capital Markets, Private Placements, Mergers & Acquisitions, Hedge Funds, Strategic Planning, Start-ups, Joint Ventures, Mergers, Risk Management, Litigation, Venture Capital, Corporate Finance, Equities
Education
University of Virginia School of Law 1991 — 1994
Dartmouth College 1982 — 1986
Ali Radfar, M.D., M.B.A.'s Cowen and Company, LLC Experience August 2006 - January 2008
Job CoFounder and Chief Executive Officer at Neolitics, Inc.
Industry Biotechnology
Experience
Aperio Genetics April 2015 - Present
Neolitics, Inc. April 2015 - Present
UBS Investment Bank August 2012 - March 2015
UBS INVESTMENT BANK June 2011 - August 2011
JET INVESTMENT RESEARCH July 2009 - June 2011
CLEARVIEW HEALTHCARE PARTNERS, LLC May 2008 - January 2009
COWEN AND COMPANY, LLC August 2006 - January 2008
iNETWORKS ADVISORS, LLC August 2003 - July 2006
Skills
Investments, Hedge Funds, Asset Management, Private Equity, Investment Banking, Venture Capital, Valuation, Financial Modeling, Corporate Finance, Due Diligence, Portfolio Management, Mergers, Emerging Markets, Financial Analysis, Business Strategy, Equity Research, Corporate Development, Entrepreneurship, Competitive Analysis, Business Valuation, Funding, Mergers & Acquisitions, Strategy, Finance, Private Placements, IPO, Capital Markets, Healthcare, Equities, Biotechnology, LBO, M&A experience, DCF, Equity Valuation
Education
Duke University - The Fuqua School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration; Finance, 3.6
University of Pittsburgh School of Medicine 1996 — 2003
Doctor of Medicine
University of Pittsburgh Biomedical Scientist M.D. / Ph.D. Program
Ph.D. Associate, Molecular Genetics
The Johns Hopkins University
Bachelor of Arts, Molecular Cell Biology, 3.6
Upper St. Clair High School 1988 — 1992
4.0
Aperio Genetics April 2015 - Present
Neolitics, Inc. April 2015 - Present
UBS Investment Bank August 2012 - March 2015
UBS INVESTMENT BANK June 2011 - August 2011
JET INVESTMENT RESEARCH July 2009 - June 2011
CLEARVIEW HEALTHCARE PARTNERS, LLC May 2008 - January 2009
COWEN AND COMPANY, LLC August 2006 - January 2008
iNETWORKS ADVISORS, LLC August 2003 - July 2006
Skills
Investments, Hedge Funds, Asset Management, Private Equity, Investment Banking, Venture Capital, Valuation, Financial Modeling, Corporate Finance, Due Diligence, Portfolio Management, Mergers, Emerging Markets, Financial Analysis, Business Strategy, Equity Research, Corporate Development, Entrepreneurship, Competitive Analysis, Business Valuation, Funding, Mergers & Acquisitions, Strategy, Finance, Private Placements, IPO, Capital Markets, Healthcare, Equities, Biotechnology, LBO, M&A experience, DCF, Equity Valuation
Education
Duke University - The Fuqua School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration; Finance, 3.6
University of Pittsburgh School of Medicine 1996 — 2003
Doctor of Medicine
University of Pittsburgh Biomedical Scientist M.D. / Ph.D. Program
Ph.D. Associate, Molecular Genetics
The Johns Hopkins University
Bachelor of Arts, Molecular Cell Biology, 3.6
Upper St. Clair High School 1988 — 1992
4.0
Matthew Epstein's Cowen and Company, LLC Experience November 2009 - April 2011
Job
Industry Investment Banking
Experience
Sagent Advisors April 2011 - Present
Cowen and Company, LLC November 2009 - April 2011
Fiserv 2007 - 2009
Merrill Lynch 2004 - 2006
UBS Investment Bank 2000 - 2004
Lehman Brothers 1996 - 2000
Wachtell, Lipton, Rosen & Katz 1995 - 1996
Skills
Mergers & Acquisitions, Investment Banking, Investments, Restructuring, Finance, Management, Private Equity, Valuation, M&A experience, Corporate Development, Financial Modeling, Capital Markets, Venture Capital, Corporate Finance, Mergers, Start-ups, Strategy, Leveraged Finance, LBO
Education
Northwestern University School of Law 1990 — 1993
JD, Magna cum Laude
Columbia University in the City of New York
BA, History
Sagent Advisors April 2011 - Present
Cowen and Company, LLC November 2009 - April 2011
Fiserv 2007 - 2009
Merrill Lynch 2004 - 2006
UBS Investment Bank 2000 - 2004
Lehman Brothers 1996 - 2000
Wachtell, Lipton, Rosen & Katz 1995 - 1996
Skills
Mergers & Acquisitions, Investment Banking, Investments, Restructuring, Finance, Management, Private Equity, Valuation, M&A experience, Corporate Development, Financial Modeling, Capital Markets, Venture Capital, Corporate Finance, Mergers, Start-ups, Strategy, Leveraged Finance, LBO
Education
Northwestern University School of Law 1990 — 1993
JD, Magna cum Laude
Columbia University in the City of New York
BA, History
Peter Bachmore's Cowen and Company, LLC Experience April 2006 - December 2009
Job Managing Director & Global Control Room Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2014 - Present
RBC Capital Markets December 2009 - February 2014
Cowen and Company, LLC April 2006 - December 2009
CIBC World Markets June 2005 - March 2006
J.P. Morgan Securities Inc October 1999 - May 2005
NYS Office of the Attorney General May 1997 - May 1999
Howrey & Simon January 1995 - September 1996
Skills
Series 7, Compliance, Risk Management, Risk Assessment, Management, AML, Internal Audit, Banking, Corporate Law, FINRA, Auditing, Financial Services, Corporate Governance, Anti Money Laundering, Asset Management, Capital Markets, Securities, Investment Banking
Education
Syracuse University College of Law 1996 — 1999
Doctor of Law (J.D.)
Lafayette College 1990 — 1994
Bachelor of Arts (B.A.), Government and Law
BNY Mellon February 2014 - Present
RBC Capital Markets December 2009 - February 2014
Cowen and Company, LLC April 2006 - December 2009
CIBC World Markets June 2005 - March 2006
J.P. Morgan Securities Inc October 1999 - May 2005
NYS Office of the Attorney General May 1997 - May 1999
Howrey & Simon January 1995 - September 1996
Skills
Series 7, Compliance, Risk Management, Risk Assessment, Management, AML, Internal Audit, Banking, Corporate Law, FINRA, Auditing, Financial Services, Corporate Governance, Anti Money Laundering, Asset Management, Capital Markets, Securities, Investment Banking
Education
Syracuse University College of Law 1996 — 1999
Doctor of Law (J.D.)
Lafayette College 1990 — 1994
Bachelor of Arts (B.A.), Government and Law
Bobby Lee, PMP's Cowen and Company, LLC Experience September 2004 - August 2010
Job Director Project Manager Enterprise Development at Cowen Group, Inc.
Industry Financial Services
Experience
Cowen Group, Inc. January 2015 - Present
Cowen Group, Inc. February 2011 - Present
Barclays Capital August 2010 - February 2011
Cowen and Company LLC September 2004 - August 2010
Merrill Lynch October 2003 - May 2004
NASDAQ July 2000 - October 2002
Skills
Trading Systems, Electronic Trading, Capital Markets, Fixed Income, Market Data, Management, Unix, Banking, Equities, Financial Markets, Sybase, Middle Office, Portfolio Management, Trading, Investment Banking, Equity Trading, Options, Derivatives
Education
Stony Brook University
Cowen Group, Inc. January 2015 - Present
Cowen Group, Inc. February 2011 - Present
Barclays Capital August 2010 - February 2011
Cowen and Company LLC September 2004 - August 2010
Merrill Lynch October 2003 - May 2004
NASDAQ July 2000 - October 2002
Skills
Trading Systems, Electronic Trading, Capital Markets, Fixed Income, Market Data, Management, Unix, Banking, Equities, Financial Markets, Sybase, Middle Office, Portfolio Management, Trading, Investment Banking, Equity Trading, Options, Derivatives
Education
Stony Brook University
Scott Cutler's Cowen and Company, LLC Experience 2004 - 2006
Job President, StubHub
Industry Internet
Experience
StubHub April 2015 - Present
Young Presidents' Organization December 2011 - Present
Mental Health Association of NYC 2010 - Present
British American Business 2010 - Present
NYSE Euronext March 2006 - April 2015
Americas Society/Council of the Americas 2012 - January 2014
Cowen and Company, LLC 2004 - 2006
Thomas Weisel Partners 1999 - 2004
Cooley Godward Kronish LLP 1997 - 1999
Skills
Equities, Capital Markets, Venture Capital, Corporate Development, Investment Banking, Mergers, Private Equity, Valuation, Financial Modeling, Hedge Funds, Electronic Trading, Fixed Income, Due Diligence, Securities, Corporate Finance, Trading, Asset Managment, Investments, Trading Systems, Start-ups
Education
University of California, Hastings College of the Law
JD, Tax
Brigham Young University
BS, Economics
StubHub April 2015 - Present
Young Presidents' Organization December 2011 - Present
Mental Health Association of NYC 2010 - Present
British American Business 2010 - Present
NYSE Euronext March 2006 - April 2015
Americas Society/Council of the Americas 2012 - January 2014
Cowen and Company, LLC 2004 - 2006
Thomas Weisel Partners 1999 - 2004
Cooley Godward Kronish LLP 1997 - 1999
Skills
Equities, Capital Markets, Venture Capital, Corporate Development, Investment Banking, Mergers, Private Equity, Valuation, Financial Modeling, Hedge Funds, Electronic Trading, Fixed Income, Due Diligence, Securities, Corporate Finance, Trading, Asset Managment, Investments, Trading Systems, Start-ups
Education
University of California, Hastings College of the Law
JD, Tax
Brigham Young University
BS, Economics
Owen Hart's Cowen and Company, LLC Experience 2003 - 2012
Job Managing Director, Mergers & Acquisitions at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. 2012 - Present
Robert W. Baird & Co. 2012 - Present
Cowen and Company, LLC 2003 - 2012
Thomas Weisel Partners 1999 - 2003
Montgomery Securities 1994 - 1999
Lazard 1989 - 1994
Drexel Burnham Lambert 1987 - 1989
Skills
Corporate Finance, Management, Private Equity, Mergers, Valuation, Mergers & Acquisitions, Venture Capital, Investment Banking, Strategy, Corporate Development, Strategic Planning, Investments, Leveraged Finance, LBO, Private Placements, Finance, Hedge Funds, Start-ups, Business Strategy, Emerging Markets, Entrepreneurship, Financial Analysis, IPO, M, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance, Real Estate Finance
University of Pennsylvania 1979 — 1982
MLA, Landscape Architecture
Tufts University 1974 — 1978
BA, Environmental Planning & Design
Robert W. Baird & Co. 2012 - Present
Robert W. Baird & Co. 2012 - Present
Cowen and Company, LLC 2003 - 2012
Thomas Weisel Partners 1999 - 2003
Montgomery Securities 1994 - 1999
Lazard 1989 - 1994
Drexel Burnham Lambert 1987 - 1989
Skills
Corporate Finance, Management, Private Equity, Mergers, Valuation, Mergers & Acquisitions, Venture Capital, Investment Banking, Strategy, Corporate Development, Strategic Planning, Investments, Leveraged Finance, LBO, Private Placements, Finance, Hedge Funds, Start-ups, Business Strategy, Emerging Markets, Entrepreneurship, Financial Analysis, IPO, M, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance, Real Estate Finance
University of Pennsylvania 1979 — 1982
MLA, Landscape Architecture
Tufts University 1974 — 1978
BA, Environmental Planning & Design
Andrea Jao's Cowen and Company, LLC Experience August 2010 - Present
Job Financial Institutions Trading Desk Analyst, Equities Division at Cowen and Company LLC
Industry Financial Services
Experience
Cowen and Company LLC August 2010 - Present
Economics Department, University of Pennsylvania September 2009 - June 2010
Barclays Capital September 2008 - April 2009
Lehman Brothers September 2000 - September 2008
Education
New York University
PhD, Economics
Cowen and Company LLC August 2010 - Present
Economics Department, University of Pennsylvania September 2009 - June 2010
Barclays Capital September 2008 - April 2009
Lehman Brothers September 2000 - September 2008
Education
New York University
PhD, Economics
Rajka Grossman's Cowen and Company, LLC Experience 1996 - Present
Job Vice President at Cowen and Company LLC
Industry Investment Banking
Experience
Cowen and Company LLC 1996 - Present
Skills
Investment Banking, Private Equity, Equities, Equity Research, Hedge Funds, Capital Markets, Corporate Development, Equity Derivatives, Equity Trading, LBO, Trading Systems
Education
Knox College
BS, Chemistry
Cowen and Company LLC 1996 - Present
Skills
Investment Banking, Private Equity, Equities, Equity Research, Hedge Funds, Capital Markets, Corporate Development, Equity Derivatives, Equity Trading, LBO, Trading Systems
Education
Knox College
BS, Chemistry
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS