Deutsche Bank Alex Brown
Deutsche Bank Alex Brown List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Deutsche Bank Alex Brown. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Deutsche Bank Alex Brown Salaries. You can even request information on how much does Deutsche Bank Alex Brown pay if you want to. Learn about salaries, pros and cons of working for Deutsche Bank Alex Brown directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
137 Deutsche Bank Alex Brown employees in database. Find out everything there's to know about Deutsche Bank Alex Brown employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Deutsche Bank Alex Brown Employees
Employee
Years
Job
Industry
Becky E Hites Becky E Hites's Deutsche Bank Alex Brown Experience June 1998 - December 1999
Job President, SteelInsights, LLC
Industry Mining & Metals
Experience
Steel-Insights, LLC December 2012 - Present
Association of Women in the Metal Industries January 2014 - Present
Association for Iron and Steel Technology (AIST) 2012 - Present
Association of Women in the Metal Industries January 2012 - December 2013
Miller Mathis January 2013 - November 2013
World Steel Dynamics May 2003 - February 2013
Salomon Smith Barney March 2001 - August 2002
M. Hecht & Associates January 1999 - March 2001
Deutsche Bank Alex Brown June 1998 - December 1999
Kurt Salmon Associates 1996 - 1998
Skills
Mergers & Acquisitions, Project Finance, Cost Modeling, Equity Analysis, Industrial Economics, Cash Flow Modeling, Mergers, Financial Research, Cash Flow Forecasting, Steel, Investment Banking, Due Diligence, Private Equity, Venture Capital, Equity Research, Valuation, Forecasting, Financial Modeling, Capital Markets, Management Consulting, Event Planning, Strategic Planning, Metals, Manufacturing, IPO, Investor Relations, Finance, M&A experience, Mining, Business Planning, Analysis, LBO, International Business, Equities, Restructuring, Business Strategy, Cost Models, Corporate Finance, Leadership, Leveraged Finance, Corporate Development, Coal, Financial Structuring, Financial Markets, Banking, Business Valuation, Private Placements, Executive Management, Economics, Financial Analysis
Education
The University of Georgia 1990 — 1992
MBA, Finance
University of West Georgia 1984 — 1986
Bachelor of Science, Economics
Liberty University 1982 — 1984
Steel-Insights, LLC December 2012 - Present
Association of Women in the Metal Industries January 2014 - Present
Association for Iron and Steel Technology (AIST) 2012 - Present
Association of Women in the Metal Industries January 2012 - December 2013
Miller Mathis January 2013 - November 2013
World Steel Dynamics May 2003 - February 2013
Salomon Smith Barney March 2001 - August 2002
M. Hecht & Associates January 1999 - March 2001
Deutsche Bank Alex Brown June 1998 - December 1999
Kurt Salmon Associates 1996 - 1998
Skills
Mergers & Acquisitions, Project Finance, Cost Modeling, Equity Analysis, Industrial Economics, Cash Flow Modeling, Mergers, Financial Research, Cash Flow Forecasting, Steel, Investment Banking, Due Diligence, Private Equity, Venture Capital, Equity Research, Valuation, Forecasting, Financial Modeling, Capital Markets, Management Consulting, Event Planning, Strategic Planning, Metals, Manufacturing, IPO, Investor Relations, Finance, M&A experience, Mining, Business Planning, Analysis, LBO, International Business, Equities, Restructuring, Business Strategy, Cost Models, Corporate Finance, Leadership, Leveraged Finance, Corporate Development, Coal, Financial Structuring, Financial Markets, Banking, Business Valuation, Private Placements, Executive Management, Economics, Financial Analysis
Education
The University of Georgia 1990 — 1992
MBA, Finance
University of West Georgia 1984 — 1986
Bachelor of Science, Economics
Liberty University 1982 — 1984
Brian Coventry Brian Coventry's Deutsche Bank Alex Brown Experience January 1998 - February 2000
Job Wealth Mgmt Advisor at Coventry Financial Group
Industry Financial Services
Experience
Coventry Financial Group December 2007 - Present
NFP Securities 2005 - 2007
NFP Securities November 2005 - June 2006
NFP Securities January 2003 - November 2005
NFP Securities February 2000 - January 2003
Deutsche Bank Alex Brown January 1998 - February 2000
HD Vest January 1996 - January 1998
Skills
Customer Service, Securities, Series 7, Finance, Series 24, Mutual Funds, Retirement, FINRA, Investment Advisory, Wealth Management, Investments, Series 63, Strategic Planning, Training, Fixed Annuities, Retirement Planning, Series 65, 401k, Uniform Combined State...
Education
Texas A&M University 1991 — 1994
Bachelor of Business Administration (BBA), Marketing
Coventry Financial Group December 2007 - Present
NFP Securities 2005 - 2007
NFP Securities November 2005 - June 2006
NFP Securities January 2003 - November 2005
NFP Securities February 2000 - January 2003
Deutsche Bank Alex Brown January 1998 - February 2000
HD Vest January 1996 - January 1998
Skills
Customer Service, Securities, Series 7, Finance, Series 24, Mutual Funds, Retirement, FINRA, Investment Advisory, Wealth Management, Investments, Series 63, Strategic Planning, Training, Fixed Annuities, Retirement Planning, Series 65, 401k, Uniform Combined State...
Education
Texas A&M University 1991 — 1994
Bachelor of Business Administration (BBA), Marketing
Thomas Hobbs Thomas Hobbs's Deutsche Bank Alex Brown Experience June 2005 - February 2013
Job Senior Portfolio Manager UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc. February 2013 - Present
Deutsche Bank Alex. Brown June 2005 - February 2013
Bank of America Private Bank November 2003 - June 2005
United States Marine Corps December 1990 - June 2003
Education
University of Southern California - Marshall School of Business 2000 — 2003
MBA, Finance
University of Missouri-Columbia 1986 — 1990
B.S., Education
UBS Financial Services Inc. February 2013 - Present
Deutsche Bank Alex. Brown June 2005 - February 2013
Bank of America Private Bank November 2003 - June 2005
United States Marine Corps December 1990 - June 2003
Education
University of Southern California - Marshall School of Business 2000 — 2003
MBA, Finance
University of Missouri-Columbia 1986 — 1990
B.S., Education
William Driscoll, CFA's Deutsche Bank Alex Brown Experience January 1999 - January 2000
Job Member of the Investment Committee at Zuckerman Investment Group
Industry Investment Management
Experience
Zuckerman Investment Group April 2015 - Present
RMB Capital Management March 2006 - March 2015
1837 Partners LLC March 2004 - June 2010
Frye Louis Capital Management March 2002 - March 2004
Evergreen Investments January 2000 - January 2002
Deutsche Bank Alex Brown January 1999 - January 2000
Skills
Asset Allocation, Equities, Asset Managment, Valuation, Investments, Wealth Management, Financial Modeling, Hedge Funds, Alternative Investments, Investment Management, Series 7, Financial Analysis, Equity Research, Private Equity, Portfolio Management, Asset Management, Securities, Fixed Income
Education
Colby College 1991 — 1995
BA, Biology
Toll Gate High School, Warwick, RI 1988 — 1991
College Prep
Zuckerman Investment Group April 2015 - Present
RMB Capital Management March 2006 - March 2015
1837 Partners LLC March 2004 - June 2010
Frye Louis Capital Management March 2002 - March 2004
Evergreen Investments January 2000 - January 2002
Deutsche Bank Alex Brown January 1999 - January 2000
Skills
Asset Allocation, Equities, Asset Managment, Valuation, Investments, Wealth Management, Financial Modeling, Hedge Funds, Alternative Investments, Investment Management, Series 7, Financial Analysis, Equity Research, Private Equity, Portfolio Management, Asset Management, Securities, Fixed Income
Education
Colby College 1991 — 1995
BA, Biology
Toll Gate High School, Warwick, RI 1988 — 1991
College Prep
Andrew Frawley's Deutsche Bank Alex Brown Experience May 1999 - March 2002
Job Managing Director
Industry Investment Banking
Experience
KeyBanc Capital Markets May 2008 - Present
Wachovia, A Wells Fargo Company April 2002 - May 2008
Deutsche Bank Alex. Brown May 1999 - March 2002
Prudential Financial September 1995 - July 1997
Deloitte & Touche July 1993 - August 1995
Skills
Certified Public..., Series 7 and 63 licensed, Private Equity, Trustee, Investment Banking, Capital Markets, Valuation, LBO, Financial Modeling, Equities, Private Placements, Corporate Finance, Mergers & Acquisitions, Leveraged Finance, Due Diligence, Corporate Development, Venture Capital, Financial Analysis
Education
Indiana University - Kelley School of Business 1997 — 1999
MBA, Finance
Georgetown University 1989 — 1993
BSBA, Accounting
KeyBanc Capital Markets May 2008 - Present
Wachovia, A Wells Fargo Company April 2002 - May 2008
Deutsche Bank Alex. Brown May 1999 - March 2002
Prudential Financial September 1995 - July 1997
Deloitte & Touche July 1993 - August 1995
Skills
Certified Public..., Series 7 and 63 licensed, Private Equity, Trustee, Investment Banking, Capital Markets, Valuation, LBO, Financial Modeling, Equities, Private Placements, Corporate Finance, Mergers & Acquisitions, Leveraged Finance, Due Diligence, Corporate Development, Venture Capital, Financial Analysis
Education
Indiana University - Kelley School of Business 1997 — 1999
MBA, Finance
Georgetown University 1989 — 1993
BSBA, Accounting
Cheryl Schmidt Cheryl Schmidt's Deutsche Bank Alex Brown Experience 1997 - 2000
Job Supervisory Analyst, Vice President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities, LLC June 2011 - Present
Stifel Nicolaus June 2010 - June 2011
Thomas Weisel Partners LLC July 2000 - June 2010
Deutsche Bank Alex. Brown 1997 - 2000
Private Consulting Group, Inc 1995 - 1997
Dean Witter Reynolds, Inc 1993 - 1995
Bull & Bear Group, Inc. 1992 - 1993
Elsevier Science Publishing Co, Inc 1991 - 1992
Skills
Equity Research, Series 63, Series 7, Securities, Editing, Technical Writing, Compliance, Series 16, Series 86/87, Editorial, Valuation, FINRA, Equities, Capital Markets, Investments, Financial Analysis, Investment Banking, Financial Modeling, Financial Markets
Education
State University of New York at Stony Brook 1989 — 1990
BA, English and Journalism (minor)
State University of New York College at Oneonta 1986 — 1988
Associate's Degree, English Language and Literature, General
Wells Fargo Securities, LLC June 2011 - Present
Stifel Nicolaus June 2010 - June 2011
Thomas Weisel Partners LLC July 2000 - June 2010
Deutsche Bank Alex. Brown 1997 - 2000
Private Consulting Group, Inc 1995 - 1997
Dean Witter Reynolds, Inc 1993 - 1995
Bull & Bear Group, Inc. 1992 - 1993
Elsevier Science Publishing Co, Inc 1991 - 1992
Skills
Equity Research, Series 63, Series 7, Securities, Editing, Technical Writing, Compliance, Series 16, Series 86/87, Editorial, Valuation, FINRA, Equities, Capital Markets, Investments, Financial Analysis, Investment Banking, Financial Modeling, Financial Markets
Education
State University of New York at Stony Brook 1989 — 1990
BA, English and Journalism (minor)
State University of New York College at Oneonta 1986 — 1988
Associate's Degree, English Language and Literature, General
Leo Flynn, CFA Leo Flynn, CFA's Deutsche Bank Alex Brown Experience July 1999 - June 2000
Job Director Strategy & Analytics at CDW
Industry Information Technology and Services
Experience
CDW June 2012 - Present
CDW March 2012 - June 2012
CDW December 2008 - March 2012
CDW July 2005 - December 2008
CDW Corporation February 2003 - May 2004
Deutsche Bank AG London June 2000 - July 2002
Deutsche Bank Alex. Brown July 1999 - June 2000
Deutsche Bank Securities June 1998 - July 1998
Skills
Vendor Management, Financial Analysis, Corporate Strategy..., Technology, Cross-functional Team..., Decision Analysis, Venture Financing, Strategy
Education
Northwestern University - Kellogg School of Management 2004 — 2005
MBA, Management and Strategy, Operations, Marketing
University of Notre Dame 1995 — 1999
BBA, cum laude, Finance and Business Economics
CDW June 2012 - Present
CDW March 2012 - June 2012
CDW December 2008 - March 2012
CDW July 2005 - December 2008
CDW Corporation February 2003 - May 2004
Deutsche Bank AG London June 2000 - July 2002
Deutsche Bank Alex. Brown July 1999 - June 2000
Deutsche Bank Securities June 1998 - July 1998
Skills
Vendor Management, Financial Analysis, Corporate Strategy..., Technology, Cross-functional Team..., Decision Analysis, Venture Financing, Strategy
Education
Northwestern University - Kellogg School of Management 2004 — 2005
MBA, Management and Strategy, Operations, Marketing
University of Notre Dame 1995 — 1999
BBA, cum laude, Finance and Business Economics
Bill Orsini Bill Orsini's Deutsche Bank Alex Brown Experience 1997 - 2004
Job Institutional Sales and Trading at Lek Securities
Industry Financial Services
Experience
Lek Securities January 2014 - May 2014
Citadel Investment Group 2012 - 2013
Avatar Securities, LLC 2011 - 2012
Proprietary Trader 2008 - 2011
E*TRADE Financial 2004 - 2008
Deutsche Bank Alex. Brown 1997 - 2004
Skills
Risk Management, Series 7, Series 24, Series 4, Series 55, Series 56, Series 63, Equities, Options, Futures, Technical Analysis, Trading Strategies, Electronic Trading, Proprietary Trading, Market Making, Portfolio Management, Statistical Arbitrage, Spread Trading, Trading Systems, Trading, Securities, Fixed Income, Derivatives, Alternative Investments, FINRA, Hedge Funds
Education
The Johns Hopkins University
BA, Economics
Lek Securities January 2014 - May 2014
Citadel Investment Group 2012 - 2013
Avatar Securities, LLC 2011 - 2012
Proprietary Trader 2008 - 2011
E*TRADE Financial 2004 - 2008
Deutsche Bank Alex. Brown 1997 - 2004
Skills
Risk Management, Series 7, Series 24, Series 4, Series 55, Series 56, Series 63, Equities, Options, Futures, Technical Analysis, Trading Strategies, Electronic Trading, Proprietary Trading, Market Making, Portfolio Management, Statistical Arbitrage, Spread Trading, Trading Systems, Trading, Securities, Fixed Income, Derivatives, Alternative Investments, FINRA, Hedge Funds
Education
The Johns Hopkins University
BA, Economics
Katherine Lee Katherine Lee's Deutsche Bank Alex Brown Experience June 2006 - September 2006
Job Lead Product Manager at Zynga
Industry Marketing and Advertising
Experience
Zynga February 2015 - Present
Zynga July 2014 - February 2015
Zynga August 2013 - June 2014
Zynga June 2012 - September 2012
Deloitte September 2007 - March 2011
Deutsche Bank Alex Brown June 2006 - September 2006
Morgan Stanley June 2005 - September 2005
Skills
Financial Modeling, Google Analytics, Analytics, Data Analysis, Cross-functional Team..., Market Research, Product Management, Customer Insight, User Research, Competitive Analysis, Forecasting, Financial Analysis, Business Strategy, Auditing, Strategy
Education
UCLA Anderson School of Management 2011 — 2013
Master of Business Administration (MBA)
University of California, Los Angeles, College of Letters and Science 2003 — 2007
BA, Business Economics, Accounting
Zynga February 2015 - Present
Zynga July 2014 - February 2015
Zynga August 2013 - June 2014
Zynga June 2012 - September 2012
Deloitte September 2007 - March 2011
Deutsche Bank Alex Brown June 2006 - September 2006
Morgan Stanley June 2005 - September 2005
Skills
Financial Modeling, Google Analytics, Analytics, Data Analysis, Cross-functional Team..., Market Research, Product Management, Customer Insight, User Research, Competitive Analysis, Forecasting, Financial Analysis, Business Strategy, Auditing, Strategy
Education
UCLA Anderson School of Management 2011 — 2013
Master of Business Administration (MBA)
University of California, Los Angeles, College of Letters and Science 2003 — 2007
BA, Business Economics, Accounting
Halvard Kvaale Halvard Kvaale's Deutsche Bank Alex Brown Experience June 2000 - September 2006
Job Head of Manager Research & Selection at Voya Investment Management
Industry Financial Services
Experience
Voya Investment Management August 2012 - Present
Morgan Stanley Smith Barney September 2006 - August 2012
Deutsche Bank Alex Brown June 2000 - September 2006
Prudential Investments April 1991 - May 2000
A/S Eksportfinans March 1987 - August 1990
Skills
Portfolio Management, Hedge Funds, Mutual Funds, Asset Allocation, Investments, Derivatives, Investment Advisory, Fixed Income, Securities, Due Diligence, Wealth Management, Alternative Investments, ETFs, Capital Markets, Financial Services, Investment Strategies, Wealth Management..., Asset Management, Asset Managment, Series 7, Series 24, Series 63, Private Wealth..., Separately Managed..., Series 65, Norwegian, Portfolio Optimization, Model Portfolios
Education
San Francisco State University 1989 — 1991
Master of Science, Investments
BI Norwegian School of Management 1984 — 1987
Siviløkonom, Finance and Economics
Voya Investment Management August 2012 - Present
Morgan Stanley Smith Barney September 2006 - August 2012
Deutsche Bank Alex Brown June 2000 - September 2006
Prudential Investments April 1991 - May 2000
A/S Eksportfinans March 1987 - August 1990
Skills
Portfolio Management, Hedge Funds, Mutual Funds, Asset Allocation, Investments, Derivatives, Investment Advisory, Fixed Income, Securities, Due Diligence, Wealth Management, Alternative Investments, ETFs, Capital Markets, Financial Services, Investment Strategies, Wealth Management..., Asset Management, Asset Managment, Series 7, Series 24, Series 63, Private Wealth..., Separately Managed..., Series 65, Norwegian, Portfolio Optimization, Model Portfolios
Education
San Francisco State University 1989 — 1991
Master of Science, Investments
BI Norwegian School of Management 1984 — 1987
Siviløkonom, Finance and Economics
Rudi Bayer Rudi Bayer's Deutsche Bank Alex Brown Experience 1995 - 2003
Job Director, Global Client Relationships, Business Development at BNY Mellon Pershing
Industry Financial Services
Experience
BNY Mellon Pershing June 2014 - Present
BNY Mellon Pershing Managed Investments March 2007 - May 2014
Placemark Investments, Inc. September 2004 - March 2007
Four Corners - Meyerhoff Investment Mangement, LLC March 2003 - September 2004
Deutsche Bank Alex. Brown 1995 - 2003
Citibank 1993 - 1995
PNC Financial Services Group 1988 - 1993
Skills
Portfolio Management, Investments, Mutual Funds, Financial Services, Hedge Funds, Business Development, Investment Management, Securities, Series 7, Banking, Investment Advisory, New Business Development, Management, Financial Advisory, Sales Management, Wealth Management, Sales Presentations
Education
Thunderbird School of Global Management 1986 — 1987
MBA, International Business
FINRA
7, 65 and 24 licensed
Temple University - Fox School of Business and Management
BBA, Economics and Marketing
BNY Mellon Pershing June 2014 - Present
BNY Mellon Pershing Managed Investments March 2007 - May 2014
Placemark Investments, Inc. September 2004 - March 2007
Four Corners - Meyerhoff Investment Mangement, LLC March 2003 - September 2004
Deutsche Bank Alex. Brown 1995 - 2003
Citibank 1993 - 1995
PNC Financial Services Group 1988 - 1993
Skills
Portfolio Management, Investments, Mutual Funds, Financial Services, Hedge Funds, Business Development, Investment Management, Securities, Series 7, Banking, Investment Advisory, New Business Development, Management, Financial Advisory, Sales Management, Wealth Management, Sales Presentations
Education
Thunderbird School of Global Management 1986 — 1987
MBA, International Business
FINRA
7, 65 and 24 licensed
Temple University - Fox School of Business and Management
BBA, Economics and Marketing
Jay Foley's Deutsche Bank Alex Brown Experience February 1998 - September 2001
Job National Sales Director at AmericaFirst Capital Management
Industry Financial Services
Experience
AmericaFirst Capital Management October 2013 - Present
ALPS, A DST Company December 2012 - October 2013
SIP America February 2011 - December 2012
America First Capital June 2008 - February 2011
Advisor's Asset Management 2006 - 2008
Allied Irish Bank 2001 - 2006
Deutsche Bank Alex Brown February 1998 - September 2001
Skills
Investments, Financial Advisory, Sales Management, Marketing, Sales Operations, RIA, Mutual Funds, UIT, Structured Products
Education
Loyola College in Maryland 1993 — 1995
BBA, Business Economics
Xavier University 1991 — 1993
Fairfield Prep
AmericaFirst Capital Management October 2013 - Present
ALPS, A DST Company December 2012 - October 2013
SIP America February 2011 - December 2012
America First Capital June 2008 - February 2011
Advisor's Asset Management 2006 - 2008
Allied Irish Bank 2001 - 2006
Deutsche Bank Alex Brown February 1998 - September 2001
Skills
Investments, Financial Advisory, Sales Management, Marketing, Sales Operations, RIA, Mutual Funds, UIT, Structured Products
Education
Loyola College in Maryland 1993 — 1995
BBA, Business Economics
Xavier University 1991 — 1993
Fairfield Prep
Nancy Fort Nancy Fort's Deutsche Bank Alex Brown Experience February 1997 - March 2003
Job Library Assistant at Burlington County Library System
Industry Libraries
Experience
Burlington County Library System October 2008 - Present
Deutsche Bank Alex. Brown February 1997 - March 2003
Skills
Customer Service, Library Science, Information Literacy, Collection Development, Cataloging, Library
Education
Clarion University of Pennsylvania 2012 — 2015
Master of Science (MS), Library and Information Science (still working on)
Drexel University 1987 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Burlington County Library System October 2008 - Present
Deutsche Bank Alex. Brown February 1997 - March 2003
Skills
Customer Service, Library Science, Information Literacy, Collection Development, Cataloging, Library
Education
Clarion University of Pennsylvania 2012 — 2015
Master of Science (MS), Library and Information Science (still working on)
Drexel University 1987 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Justin Harris's Deutsche Bank Alex Brown Experience June 1997 - July 1999
Job StartUp Finance & Operations Guy
Industry Internet
Experience
Waterfall Mobile August 2012 - July 2014
Talenthouse March 2010 - August 2012
Meta Interfaces August 2008 - September 2009
BabyCenter October 2006 - July 2008
Merriman Curhan Ford & Co. May 2005 - September 2006
Rutberg & Company July 2004 - May 2005
MegaPath Networks September 2000 - June 2004
The Praetorian Group August 1999 - September 2000
Deutsche Bank Alex. Brown June 1997 - July 1999
Skills
Business Intelligence, Due Diligence, Financial Analysis, Start-ups, Mergers, Venture Capital, Management, Strategy, Mergers & Acquisitions, Private Equity, Forecasting, Negotiation, Competitive Analysis, E-commerce
Education
Harvard University 1993 — 1997
Menlo Atherton
Waterfall Mobile August 2012 - July 2014
Talenthouse March 2010 - August 2012
Meta Interfaces August 2008 - September 2009
BabyCenter October 2006 - July 2008
Merriman Curhan Ford & Co. May 2005 - September 2006
Rutberg & Company July 2004 - May 2005
MegaPath Networks September 2000 - June 2004
The Praetorian Group August 1999 - September 2000
Deutsche Bank Alex. Brown June 1997 - July 1999
Skills
Business Intelligence, Due Diligence, Financial Analysis, Start-ups, Mergers, Venture Capital, Management, Strategy, Mergers & Acquisitions, Private Equity, Forecasting, Negotiation, Competitive Analysis, E-commerce
Education
Harvard University 1993 — 1997
Menlo Atherton
Jim Hedges's Deutsche Bank Alex Brown Experience 1983 - 1999
Job Senior Accout Executive, The New York Grant Co.We find Economic Development & Energy Incentives
Industry Financial Services
Experience
New York Grant Company Senior Account Executive & Sales ManagerThe New York Grant CompanyJanuary 2014 - Present
Northwestern Mutual 2011 - January 2014
HedgeRow Sales Consulting, LLC March 2010 - June 2011
Accume Partners February 2009 - March 2010
RSM McGladrey, Inc. October 2004 - January 2009
HedgeRow Consulting, LLC September 2002 - January 2005
PricewaterhouseCoopers 1999 - 2003
Deutsche Bank Alex Brown 1983 - 1999
Skills
Business Development, Entrepreneurship, Leadership, Management, Sales, Due Diligence, Consulting, Strategic Financial..., Incentive Programs, Economic Development, Mergers & Acquisitions, Management Consulting, Strategy, Environmental Incentives, Start-ups, Business Planning
Education
Saint Lawrence University 1977 — 1980
BA
Taft School
New York Grant Company Senior Account Executive & Sales ManagerThe New York Grant CompanyJanuary 2014 - Present
Northwestern Mutual 2011 - January 2014
HedgeRow Sales Consulting, LLC March 2010 - June 2011
Accume Partners February 2009 - March 2010
RSM McGladrey, Inc. October 2004 - January 2009
HedgeRow Consulting, LLC September 2002 - January 2005
PricewaterhouseCoopers 1999 - 2003
Deutsche Bank Alex Brown 1983 - 1999
Skills
Business Development, Entrepreneurship, Leadership, Management, Sales, Due Diligence, Consulting, Strategic Financial..., Incentive Programs, Economic Development, Mergers & Acquisitions, Management Consulting, Strategy, Environmental Incentives, Start-ups, Business Planning
Education
Saint Lawrence University 1977 — 1980
BA
Taft School
Kimberley Lynne Kimberley Lynne's Deutsche Bank Alex Brown Experience 1990 - 2001
Job Arts & Theater Manager at University of Baltimore
Industry Entertainment
Experience
University of Baltimore March 2007 - Present
Rep Stage 2009 - 2009
Baltimore Shakespeare Festival June 2003 - January 2007
Deutsche Bank Alex. Brown 1990 - 2001
Deutsche Bank 1989 - 2001
Skills
Creative Writing, Acting, Teaching Writing, Blogging, Editing, Proofreading, Entertainment, Directing, Theatre, Publishing, Plays, Video, Public Speaking, Copy Editing, Books, Storytelling, Event Planning, Arts Administration, Event Management, Teaching, Performing Arts, Poetry, Stage, Newsletters, Theatrical Production, Video Editing, Photography, Music, Facebook, Press Releases, Video Production, Television, Commercials, Publications, Social Networking, Publicity, Content Strategy, Journalism, New Media, Copywriting, Social Media, Film, Drama, Producing, Multimedia, Digital Media, Final Cut Pro, Content Management, Content Development, Mac
Education
University of Baltimore 2009 — 2013
MFA, Creative Writing & Publications Design
University of Baltimore
MFA, Creative Writing & Publications Design
Loyola College in Maryland 1979 — 1983
BA English/Fine Arts
Towson Senior High
University of Baltimore March 2007 - Present
Rep Stage 2009 - 2009
Baltimore Shakespeare Festival June 2003 - January 2007
Deutsche Bank Alex. Brown 1990 - 2001
Deutsche Bank 1989 - 2001
Skills
Creative Writing, Acting, Teaching Writing, Blogging, Editing, Proofreading, Entertainment, Directing, Theatre, Publishing, Plays, Video, Public Speaking, Copy Editing, Books, Storytelling, Event Planning, Arts Administration, Event Management, Teaching, Performing Arts, Poetry, Stage, Newsletters, Theatrical Production, Video Editing, Photography, Music, Facebook, Press Releases, Video Production, Television, Commercials, Publications, Social Networking, Publicity, Content Strategy, Journalism, New Media, Copywriting, Social Media, Film, Drama, Producing, Multimedia, Digital Media, Final Cut Pro, Content Management, Content Development, Mac
Education
University of Baltimore 2009 — 2013
MFA, Creative Writing & Publications Design
University of Baltimore
MFA, Creative Writing & Publications Design
Loyola College in Maryland 1979 — 1983
BA English/Fine Arts
Towson Senior High
Greg Conderacci Greg Conderacci's Deutsche Bank Alex Brown Experience 1996 - 2003
Job President and Founder at Good Ground Consulting LLC
Industry Marketing and Advertising
Experience
Good Ground Consulting LLC 2003 - Present
Alex Brown Incorporated 1996 - 2003
Deutsche Bank Alex. Brown 1996 - 2003
Skills
Team Building, Positioning, Motivational Speaking, Project Planning, Strategic Selling, Marketing Strategy, Strategic Planning, Public Relations, Marketing Communications, Non-profits, Public Speaking, Marketing, Program Management, Leadership, Training, Coaching, Strategy, New Business Development, Business Strategy, Fundraising, Nonprofits, Organizational..., Start-ups, Entrepreneurship, Workshop Facilitation, Management Consulting, Sales, Leadership Development, Small Business, Selling, Executive Management, Business Development, Consulting, Strategic Partnerships, Business Planning, Social Networking, Mergers & Acquisitions, Strategic Communications, Management, Executive Coaching, Social Entrepreneurship, Venture Capital, Event Management, Proposal Writing, Email Marketing, Online Marketing, Budgets, Investments, Corporate Development
Education
Harvard University, John F. Kennedy School of Government 1975 — 1977
MPP, Public Policy
Princeton University 1968 — 1971
Magna Cum Laude English Literature
University of Pennsylvania - The Wharton School
Securities Industry Institute
Good Ground Consulting LLC 2003 - Present
Alex Brown Incorporated 1996 - 2003
Deutsche Bank Alex. Brown 1996 - 2003
Skills
Team Building, Positioning, Motivational Speaking, Project Planning, Strategic Selling, Marketing Strategy, Strategic Planning, Public Relations, Marketing Communications, Non-profits, Public Speaking, Marketing, Program Management, Leadership, Training, Coaching, Strategy, New Business Development, Business Strategy, Fundraising, Nonprofits, Organizational..., Start-ups, Entrepreneurship, Workshop Facilitation, Management Consulting, Sales, Leadership Development, Small Business, Selling, Executive Management, Business Development, Consulting, Strategic Partnerships, Business Planning, Social Networking, Mergers & Acquisitions, Strategic Communications, Management, Executive Coaching, Social Entrepreneurship, Venture Capital, Event Management, Proposal Writing, Email Marketing, Online Marketing, Budgets, Investments, Corporate Development
Education
Harvard University, John F. Kennedy School of Government 1975 — 1977
MPP, Public Policy
Princeton University 1968 — 1971
Magna Cum Laude English Literature
University of Pennsylvania - The Wharton School
Securities Industry Institute
Geoffrey Gill Geoffrey Gill's Deutsche Bank Alex Brown Experience April 1991 - August 2010
Job Vice President, UBS Financial Services Inc.
Industry Investment Management
Experience
UBS Financial Services Inc. August 2010 - Present
Deutsche Bank Alex Brown April 1991 - August 2010
Alex. Brown & Sons 1991 - 2010
Alex. Brown & Sons 1991 - 2010
Pandick Southeast August 1988 - November 1990
Paine Webber January 1981 - November 1987
Education
Emory University - Goizueta Business School 1966 — 1967
MBA, Management
Georgia Institute of Technology - Georgia Tech College of Management 1960 — 1964
BSIM, Industrial Management
UBS Financial Services Inc. August 2010 - Present
Deutsche Bank Alex Brown April 1991 - August 2010
Alex. Brown & Sons 1991 - 2010
Alex. Brown & Sons 1991 - 2010
Pandick Southeast August 1988 - November 1990
Paine Webber January 1981 - November 1987
Education
Emory University - Goizueta Business School 1966 — 1967
MBA, Management
Georgia Institute of Technology - Georgia Tech College of Management 1960 — 1964
BSIM, Industrial Management
Hilary Campbell Hilary Campbell's Deutsche Bank Alex Brown Experience 1994 - 2004
Job Partner at Lone Eagle Wealth Services LPL Financial
Industry Financial Services
Experience
Lone Eagle Wealth Services, LLC - LPL Financial August 2012 - Present
Lone Eagle Wealth Services - Raymond James April 2010 - August 2012
Morgan Stanley Smith Barney 2004 - April 2010
Deutsche Bank Alex. Brown 1994 - 2004
Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Securities, Investment Advisory, Equities, Investments, Alternative Investments, Strategic Financial..., Portfolio Management, Retirement, Estate Planning, Financial Modeling, FINRA, Financial Analysis, Bloomberg, Mergers & Acquisitions, Series 24, Credit
Education
California State University-San Bernardino
B.S., International Business
Lone Eagle Wealth Services, LLC - LPL Financial August 2012 - Present
Lone Eagle Wealth Services - Raymond James April 2010 - August 2012
Morgan Stanley Smith Barney 2004 - April 2010
Deutsche Bank Alex. Brown 1994 - 2004
Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Securities, Investment Advisory, Equities, Investments, Alternative Investments, Strategic Financial..., Portfolio Management, Retirement, Estate Planning, Financial Modeling, FINRA, Financial Analysis, Bloomberg, Mergers & Acquisitions, Series 24, Credit
Education
California State University-San Bernardino
B.S., International Business
Reid Curley Reid Curley's Deutsche Bank Alex Brown Experience July 1995 - March 2002
Job CEO at Archon Interactive LLC
Industry Logistics and Supply Chain
Experience
Archon Interactive LLC January 2015 - Present
Marinalife, LLC March 2013 - Present
Ruxton Partners LLC July 2012 - Present
Aritas Group, Inc. July 2012 - December 2012
Aritas Financial Ltd September 2008 - December 2012
Aritas Group, Inc. May 2004 - June 2012
Wachovia Securities April 2002 - April 2004
Deutsche Bank Alex. Brown July 1995 - March 2002
First National Bank of Maryland 1988 - 1993
Skills
Start-ups, Private Equity, Mergers & Acquisitions, Investments, Corporate Development, Equities, Corporate Finance, Venture Capital, Mergers, Finance, Equity Trading, Hedge Funds, Investment Management, Capital Markets, Securities, Financial Services, Investment Banking, Fixed Income, Marketing, Electronic Trading, Trading, Executive Management, Asset Managment, Team Building, Sales, Alternative Investments, Turn Around Management, Team Leadership, Trading Systems, IPO, Liquidation, International, Recruiting, Financial Technology, Series 7, Lean Startup, Investor Relations, Capital, Technology, Human Resources, Compliance, Chartered Financial..., Series 63, Series 24, Series 27, Family Business, Customer Development, Warehouse Management, Warehouse Control
Education
University of Virginia - Darden 1993 — 1995
MBA
University of Pennsylvania 1984 — 1988
BA
The Taft School 1980 — 1984
Archon Interactive LLC January 2015 - Present
Marinalife, LLC March 2013 - Present
Ruxton Partners LLC July 2012 - Present
Aritas Group, Inc. July 2012 - December 2012
Aritas Financial Ltd September 2008 - December 2012
Aritas Group, Inc. May 2004 - June 2012
Wachovia Securities April 2002 - April 2004
Deutsche Bank Alex. Brown July 1995 - March 2002
First National Bank of Maryland 1988 - 1993
Skills
Start-ups, Private Equity, Mergers & Acquisitions, Investments, Corporate Development, Equities, Corporate Finance, Venture Capital, Mergers, Finance, Equity Trading, Hedge Funds, Investment Management, Capital Markets, Securities, Financial Services, Investment Banking, Fixed Income, Marketing, Electronic Trading, Trading, Executive Management, Asset Managment, Team Building, Sales, Alternative Investments, Turn Around Management, Team Leadership, Trading Systems, IPO, Liquidation, International, Recruiting, Financial Technology, Series 7, Lean Startup, Investor Relations, Capital, Technology, Human Resources, Compliance, Chartered Financial..., Series 63, Series 24, Series 27, Family Business, Customer Development, Warehouse Management, Warehouse Control
Education
University of Virginia - Darden 1993 — 1995
MBA
University of Pennsylvania 1984 — 1988
BA
The Taft School 1980 — 1984
Stanley Tobin Stanley Tobin's Deutsche Bank Alex Brown Experience September 1993 - August 2003
Job Sr. Director of Investment Banking at Young America Capital
Industry Investment Banking
Experience
Young America Capital January 2011 - Present
Leftrigger Advisors LLC September 2010 - Present
Golub Capital January 2010 - August 2010
Institutional Credit Partners February 2005 - January 2010
Guggenheim Partners August 2003 - February 2005
Deutsche Bank Alex. Brown September 1993 - August 2003
Merrill Lynch PF&S November 1985 - September 1993
Skills
Asset Management, Private Equity, Hedge Funds, Trading, Equities, Funding, Investment Banking, Investments, Strategic Planning, Business Strategy, Venture Capital, Start-ups, Mergers, Fundraising, Public Speaking, Due Diligence, Writing, Marketing Strategy, New Business Development, Capital Markets, Valuation, Alternative Investments, Mergers & Acquisitions, Fixed Income, Finance, Portfolio Management, Series 7, Derivatives, Capital, Structured Products, Business Development, Financial Advisory, Capital Raising, Emerging Markets, Corporate Development, Hedging, Investor Relations, Banking, Financial Structuring, Investment Management, Fishing, Wealth Management
Education
Lehigh University - College of Business and Economics 1981 — 1983
BS
University of Pennsylvania - The Wharton School 2001 — 2001
CIMA Certification (Certified Investment Management Analyst)
Young America Capital January 2011 - Present
Leftrigger Advisors LLC September 2010 - Present
Golub Capital January 2010 - August 2010
Institutional Credit Partners February 2005 - January 2010
Guggenheim Partners August 2003 - February 2005
Deutsche Bank Alex. Brown September 1993 - August 2003
Merrill Lynch PF&S November 1985 - September 1993
Skills
Asset Management, Private Equity, Hedge Funds, Trading, Equities, Funding, Investment Banking, Investments, Strategic Planning, Business Strategy, Venture Capital, Start-ups, Mergers, Fundraising, Public Speaking, Due Diligence, Writing, Marketing Strategy, New Business Development, Capital Markets, Valuation, Alternative Investments, Mergers & Acquisitions, Fixed Income, Finance, Portfolio Management, Series 7, Derivatives, Capital, Structured Products, Business Development, Financial Advisory, Capital Raising, Emerging Markets, Corporate Development, Hedging, Investor Relations, Banking, Financial Structuring, Investment Management, Fishing, Wealth Management
Education
Lehigh University - College of Business and Economics 1981 — 1983
BS
University of Pennsylvania - The Wharton School 2001 — 2001
CIMA Certification (Certified Investment Management Analyst)
Chuck Hester, MBA's Deutsche Bank Alex Brown Experience 1998 - 2000
Job Senior Vice President at AxiomSL
Industry Financial Services
Experience
AxiomSL September 2014 - Present
NASDAQ April 2013 - September 2014
Oracle April 2012 - April 2013
Oracle 2010 - November 2012
Hester Company, LLC December 2009 - January 2011
Oracle 2009 - 2010
Ferris, Baker Watts, Inc 2007 - 2009
Friedman, Billings, Ramsey 2003 - 2007
SunGard 2000 - 2003
Deutsche Bank Alex. Brown 1998 - 2000
Skills
Brass, Fidessa, Bloomberg, Mantas, Oracle Financial..., Oracle Financial..., Oracle Financial..., SunGard Trading Systems, Thomson Reuters, Compliance, Trading Systems, Trading, Capital Markets, Consultative Sales..., Workflow Applications, Compliance Management..., Analytical Applications, Business Intelligence, Value Stream Mapping, Strategic Planning, Strategic Roadmaps, Leadership, SaaS, Electronic Trading, Surveillance, Options, Equities, Risk Management, Cloud Computing, Sales Operations, Account Management, Order Management, Project Management, Enterprise Software, Recruiting, Team Building, Business Analysis, Human Resources, Analytics, Sales, Professional Services, Finance, Solution Selling, Market Data, CRM, Strategy, Financial Services, Product Management, Management, Consulting
Education
Loyola University Maryland 2008 — 2011
MBA, Business Administration
Towson University 1995 — 1997
BS, Mass Communications
Catonsville Community College 1993 — 1995
AA, Computer Aided Design Engineer
AxiomSL September 2014 - Present
NASDAQ April 2013 - September 2014
Oracle April 2012 - April 2013
Oracle 2010 - November 2012
Hester Company, LLC December 2009 - January 2011
Oracle 2009 - 2010
Ferris, Baker Watts, Inc 2007 - 2009
Friedman, Billings, Ramsey 2003 - 2007
SunGard 2000 - 2003
Deutsche Bank Alex. Brown 1998 - 2000
Skills
Brass, Fidessa, Bloomberg, Mantas, Oracle Financial..., Oracle Financial..., Oracle Financial..., SunGard Trading Systems, Thomson Reuters, Compliance, Trading Systems, Trading, Capital Markets, Consultative Sales..., Workflow Applications, Compliance Management..., Analytical Applications, Business Intelligence, Value Stream Mapping, Strategic Planning, Strategic Roadmaps, Leadership, SaaS, Electronic Trading, Surveillance, Options, Equities, Risk Management, Cloud Computing, Sales Operations, Account Management, Order Management, Project Management, Enterprise Software, Recruiting, Team Building, Business Analysis, Human Resources, Analytics, Sales, Professional Services, Finance, Solution Selling, Market Data, CRM, Strategy, Financial Services, Product Management, Management, Consulting
Education
Loyola University Maryland 2008 — 2011
MBA, Business Administration
Towson University 1995 — 1997
BS, Mass Communications
Catonsville Community College 1993 — 1995
AA, Computer Aided Design Engineer
Shawn S. Sullivan's Deutsche Bank Alex Brown Experience May 1994 - December 1999
Job Managing Director
Industry Investment Banking
Experience
MidOcean Partners January 2013 - January 2015
FlightAware March 2008 - May 2012
FlightAware March 2008 - February 2012
West Valley Flying Club January 2006 - April 2008
Madison Capital December 2004 - January 2006
Betzold Research and Trading March 2003 - October 2004
Deutsche Bank Alex. Brown May 1994 - December 1999
Citicorp Securities February 1992 - May 1994
BT Securities February 1990 - January 1992
Drexel Burnham Lambert April 1986 - February 1990
Skills
Strategic Planning, Leadership, Sales, Aviation, Sales Management, Business Development, Start-ups, Strategy, New Business Development, Team Leadership, Business Strategy, Contract Negotiation, Operations Management, Account Management, Analysis, Management
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA, Finance/International Business
Montclair State University 1976 — 1980
BA, Economics/Political Science
MidOcean Partners January 2013 - January 2015
FlightAware March 2008 - May 2012
FlightAware March 2008 - February 2012
West Valley Flying Club January 2006 - April 2008
Madison Capital December 2004 - January 2006
Betzold Research and Trading March 2003 - October 2004
Deutsche Bank Alex. Brown May 1994 - December 1999
Citicorp Securities February 1992 - May 1994
BT Securities February 1990 - January 1992
Drexel Burnham Lambert April 1986 - February 1990
Skills
Strategic Planning, Leadership, Sales, Aviation, Sales Management, Business Development, Start-ups, Strategy, New Business Development, Team Leadership, Business Strategy, Contract Negotiation, Operations Management, Account Management, Analysis, Management
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA, Finance/International Business
Montclair State University 1976 — 1980
BA, Economics/Political Science
Paul Freter Paul Freter's Deutsche Bank Alex Brown Experience 1995 - 2006
Job Investment Banking & Accounting, Teaching Religious & Biblical Studies
Industry Computer Software
Experience
Sesame Software, Inc. January 2012 - Present
Deutsche Bank Alex. Brown 1995 - 2006
TD Securities, Inc. 1990 - 1994
TD Securities, Inc. 1987 - 1990
TD Securities, Inc. 1985 - 1987
Mercantile Trust Company 1981 - 1985
Skills
Investment Banking, Mergers, Finance, Business Valuation, Capital Markets, Accounting, Portfolio Management, Non-profit..., Non-profit Consulting, Healthcare Consulting, Teaching, Theology, Biblical Studies, Nonprofits, Public Speaking, Alternative Investments, Mergers & Acquisitions, Community Outreach, Asset Management
Education
University of San Diego 1973 — 1977
BA, Philosophy, Classical Languages, summa cum laude & Philosophy Departmental Honors
Pontifical Gregorian University, 1977-1980 1978 — 1980
Theology
Meramac College 1981 — 1983
Accounting and Finance
Sesame Software, Inc. January 2012 - Present
Deutsche Bank Alex. Brown 1995 - 2006
TD Securities, Inc. 1990 - 1994
TD Securities, Inc. 1987 - 1990
TD Securities, Inc. 1985 - 1987
Mercantile Trust Company 1981 - 1985
Skills
Investment Banking, Mergers, Finance, Business Valuation, Capital Markets, Accounting, Portfolio Management, Non-profit..., Non-profit Consulting, Healthcare Consulting, Teaching, Theology, Biblical Studies, Nonprofits, Public Speaking, Alternative Investments, Mergers & Acquisitions, Community Outreach, Asset Management
Education
University of San Diego 1973 — 1977
BA, Philosophy, Classical Languages, summa cum laude & Philosophy Departmental Honors
Pontifical Gregorian University, 1977-1980 1978 — 1980
Theology
Meramac College 1981 — 1983
Accounting and Finance
Mary Kathryn Mayer Mary Kathryn Mayer's Deutsche Bank Alex Brown Experience 1989 - 2006
Job Owner at Cheeses & Mary
Industry Food & Beverages
Experience
Cheeses & Mary November 2011 - Present
Discover Staffing 2010 - June 2011
Deutsche Bank Alex. Brown 1989 - 2006
Montgomery Securities January 1985 - January 1987
Skills
Business Development, Sales
Education
Rhode Island College 1977 — 1979
Business Concentration
Harvard Summer School/Radcliffe Seminars
Financial Accounting; Economics; Finance; Personnel Management; Organizational Behavior
Cheeses & Mary November 2011 - Present
Discover Staffing 2010 - June 2011
Deutsche Bank Alex. Brown 1989 - 2006
Montgomery Securities January 1985 - January 1987
Skills
Business Development, Sales
Education
Rhode Island College 1977 — 1979
Business Concentration
Harvard Summer School/Radcliffe Seminars
Financial Accounting; Economics; Finance; Personnel Management; Organizational Behavior
Joshua Tripp's Deutsche Bank Alex Brown Experience July 1997 - July 1999
Job
Industry Nonprofit Organization Management
Experience
Grameen Foundation April 2011 - Present
Grameen Foundation February 2009 - Present
Grameen Foundation August 2007 - February 2009
Community Wealth Ventures November 2000 - August 2007
GS Telecom Africa Ltd. January 2000 - July 2000
Deutsche Bank Alex. Brown July 1997 - July 1999
Skills
Mergers & Acquisitions, Financial Modeling, Venture Capital, Capital Markets, Nonprofits, Leadership, Accounting, International..., Microfinance, Fundraising, Strategic Planning, Social Entrepreneurship, Financial Analysis, Business Strategy, Strategy, Management Consulting, Social Enterprise, Economic Development, Emerging Markets, Performance Management, Salesforce.com, Grants, Mergers, Start-ups, Strategic Finance, Team Building, Philanthropy, Social Impact, Entrepreneurship, Non-profits, Finance, Program Management, Relationship Management, Capacity Building, Project Planning, Managerial Finance, Business Planning
Education
The George Washington University - School of Business 2007 — 2009
MBA
Williams College 1993 — 1997
BA, Economics
Grameen Foundation April 2011 - Present
Grameen Foundation February 2009 - Present
Grameen Foundation August 2007 - February 2009
Community Wealth Ventures November 2000 - August 2007
GS Telecom Africa Ltd. January 2000 - July 2000
Deutsche Bank Alex. Brown July 1997 - July 1999
Skills
Mergers & Acquisitions, Financial Modeling, Venture Capital, Capital Markets, Nonprofits, Leadership, Accounting, International..., Microfinance, Fundraising, Strategic Planning, Social Entrepreneurship, Financial Analysis, Business Strategy, Strategy, Management Consulting, Social Enterprise, Economic Development, Emerging Markets, Performance Management, Salesforce.com, Grants, Mergers, Start-ups, Strategic Finance, Team Building, Philanthropy, Social Impact, Entrepreneurship, Non-profits, Finance, Program Management, Relationship Management, Capacity Building, Project Planning, Managerial Finance, Business Planning
Education
The George Washington University - School of Business 2007 — 2009
MBA
Williams College 1993 — 1997
BA, Economics
David Shearer David Shearer's Deutsche Bank Alex Brown Experience June 1997 - July 1998
Job VP, Business Development
Industry Internet
Experience
Amazon August 2007 - Present
Amazon.com August 2004 - August 2007
Amazon June 2002 - August 2004
Gap, Inc 1998 - 2000
Deutsche Bank Alex. Brown June 1997 - July 1998
Alex. Brown June 1995 - June 1997
Education
Dartmouth 1991 — 1995
BA, Economics
Northwestern University - Kellogg School of Management
MBA
Amazon August 2007 - Present
Amazon.com August 2004 - August 2007
Amazon June 2002 - August 2004
Gap, Inc 1998 - 2000
Deutsche Bank Alex. Brown June 1997 - July 1998
Alex. Brown June 1995 - June 1997
Education
Dartmouth 1991 — 1995
BA, Economics
Northwestern University - Kellogg School of Management
MBA
Amy Spadaro Amy Spadaro's Deutsche Bank Alex Brown Experience June 2004 - November 2009
Job Client Relations Manager at FrontierMEDEX
Industry Insurance
Experience
FrontierMEDEX June 2010 - Present
Deutsche Bank Alex Brown June 2004 - November 2009
Heritage Properties July 2003 - June 2004
Education
Frostburg State University
Bachelor of Science, Business Administration; Finance
FrontierMEDEX June 2010 - Present
Deutsche Bank Alex Brown June 2004 - November 2009
Heritage Properties July 2003 - June 2004
Education
Frostburg State University
Bachelor of Science, Business Administration; Finance
Jeff Rodman's Deutsche Bank Alex Brown Experience June 1994 - September 2003
Job
Industry Information Technology and Services
Experience
Northrop Grumman Information Systems October 2010 - Present
Lockheed Martin (TEK) 2003 - October 2009
Deutsche Bank Alex. Brown June 1994 - September 2003
Skills
Requirements Analysis, PMP, Information Technology, PMO, Software Development, Leadership, Project Management, Management, Enterprise Software, Enterprise Architecture, Government, SDLC, Business Analysis, DoD, Disaster Recovery, Vendor Management, Integration, Earned Value Management, Security, Databases, Systems Analysis, Program Management, Contract Management, Resource Management, Software Project..., SharePoint, Visio
Education
Loyola University Maryland 1992 — 1994
Master's, Computer Science
University of Cincinnati 1978 — 1990
Master's, Solid State Physics
University of Mount Union 1972 — 1976
BSc, Physics
Northrop Grumman Information Systems October 2010 - Present
Lockheed Martin (TEK) 2003 - October 2009
Deutsche Bank Alex. Brown June 1994 - September 2003
Skills
Requirements Analysis, PMP, Information Technology, PMO, Software Development, Leadership, Project Management, Management, Enterprise Software, Enterprise Architecture, Government, SDLC, Business Analysis, DoD, Disaster Recovery, Vendor Management, Integration, Earned Value Management, Security, Databases, Systems Analysis, Program Management, Contract Management, Resource Management, Software Project..., SharePoint, Visio
Education
Loyola University Maryland 1992 — 1994
Master's, Computer Science
University of Cincinnati 1978 — 1990
Master's, Solid State Physics
University of Mount Union 1972 — 1976
BSc, Physics
Vicky Nixon Vicky Nixon's Deutsche Bank Alex Brown Experience October 1998 - December 2002
Job Commercial Lending Specialist at Cape Cod Five
Industry Banking
Experience
The Cape Cod Five Cents Savings Bank September 2014 - Present
Rockland Trust March 2014 - September 2014
Cape Cod Five May 2012 - March 2014
Rockland Trust Company October 2008 - April 2012
Rockland Trust Company December 2002 - October 2008
DEUTSCHE BANK ALEX. BROWN October 1998 - December 2002
PAINEWEBBER, INC July 1997 - October 1998
CAPE COD BANK June 1992 - July 1997
Education
Springfield College
B.S, Business Management
The Cape Cod Five Cents Savings Bank September 2014 - Present
Rockland Trust March 2014 - September 2014
Cape Cod Five May 2012 - March 2014
Rockland Trust Company October 2008 - April 2012
Rockland Trust Company December 2002 - October 2008
DEUTSCHE BANK ALEX. BROWN October 1998 - December 2002
PAINEWEBBER, INC July 1997 - October 1998
CAPE COD BANK June 1992 - July 1997
Education
Springfield College
B.S, Business Management
James Holmes IV James Holmes IV's Deutsche Bank Alex Brown Experience July 2004 - March 2011
Job Financial Consultant Private Client Group at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. March 2011 - Present
DEUTSCHE BANK ALEX. BROWN July 2004 - March 2011
UBS FINANCIAL SERVICES July 2002 - July 2004
Education
University of North Carolina at Chapel Hill 1998 — 2002
BA, Psychology, History
Stephens Inc. March 2011 - Present
DEUTSCHE BANK ALEX. BROWN July 2004 - March 2011
UBS FINANCIAL SERVICES July 2002 - July 2004
Education
University of North Carolina at Chapel Hill 1998 — 2002
BA, Psychology, History
I. Michael (Mike) Goodrich I. Michael (Mike) Goodrich's Deutsche Bank Alex Brown Experience 2000 - 2004
Job President at Goodrich Planning Strategies LLC
Industry Insurance
Experience
Goodrich Planning Strategies LLC July 2013 - Present
View Capital Advisors, LLC 2004 - July 2013
Bluffview Wealth Management, LLC 2004 - 2011
Deutsche Bank Alex. Brown 2000 - 2004
Brownlie, Braden, Goodrich, Parrish & Reisinger, LLC 1998 - 2000
CIGNA Financial Advisors 1991 - 1998
Arthur Andersen 1983 - 1986
Skills
Estate Planning, Estate Tax Planning, Generation Skipping Tax..., Beneficiary Defective..., Intentionally defective..., Lifetime Wealth..., Family Limited..., Investment Management, Asset Managment, Asset Allocation, Investments, Alternative Investments, Financial Advisory, Life Insurance, Private Placement Life..., Frozen Cash Value..., Irrevocable Life..., Charitable Trusts, Charitable Gift Planning, Charitable Remainder..., Charitable Gift..., Private Foundations, Asset Protection, Powers of Attorney, Medical Power of..., Advance Directives, Private Equity, Valuation, Private Placements, Mergers & Acquisitions, Limited Partnerships, Financial Planners
Education
University of Exeter 1982 — 1983
LL.M. International Business Legal Studies, International Business, Trade, and Tax Law
Baylor University - Hankamer School of Business 1981 — 1982
Master of Business Administration (M.B.A.), Finance, General
Baylor Law School 1979 — 1981
Doctor of Law (J.D.)
Baylor University - Hankamer School of Business 1975 — 1979
Bachelor of Business Administration (BBA), Economics and Finance, Cum Laude
Goodrich Planning Strategies LLC July 2013 - Present
View Capital Advisors, LLC 2004 - July 2013
Bluffview Wealth Management, LLC 2004 - 2011
Deutsche Bank Alex. Brown 2000 - 2004
Brownlie, Braden, Goodrich, Parrish & Reisinger, LLC 1998 - 2000
CIGNA Financial Advisors 1991 - 1998
Arthur Andersen 1983 - 1986
Skills
Estate Planning, Estate Tax Planning, Generation Skipping Tax..., Beneficiary Defective..., Intentionally defective..., Lifetime Wealth..., Family Limited..., Investment Management, Asset Managment, Asset Allocation, Investments, Alternative Investments, Financial Advisory, Life Insurance, Private Placement Life..., Frozen Cash Value..., Irrevocable Life..., Charitable Trusts, Charitable Gift Planning, Charitable Remainder..., Charitable Gift..., Private Foundations, Asset Protection, Powers of Attorney, Medical Power of..., Advance Directives, Private Equity, Valuation, Private Placements, Mergers & Acquisitions, Limited Partnerships, Financial Planners
Education
University of Exeter 1982 — 1983
LL.M. International Business Legal Studies, International Business, Trade, and Tax Law
Baylor University - Hankamer School of Business 1981 — 1982
Master of Business Administration (M.B.A.), Finance, General
Baylor Law School 1979 — 1981
Doctor of Law (J.D.)
Baylor University - Hankamer School of Business 1975 — 1979
Bachelor of Business Administration (BBA), Economics and Finance, Cum Laude
William E. Mantler III William E. Mantler III's Deutsche Bank Alex Brown Experience March 1996 - September 2002
Job Vice President at RBC Wealth Management
Industry Investment Banking
Experience
RBC Wealth Management May 2012 - Present
M&T Securities, Inc July 2008 - May 2012
Ferris Baker Watts July 2005 - June 2008
Amherst Securities Group September 2002 - June 2005
Deutsche Bank Alex. Brown March 1996 - September 2002
Skills
Series 7, Series 63, Mutual Funds, Portfolio Management, Securities, Asset Allocation, Investments, Asset Management, Bloomberg, Financial Modeling
Education
Loyola University Maryland
MBA
The Johns Hopkins University
BS, Business & Management
Loyola Blakefield
RBC Wealth Management May 2012 - Present
M&T Securities, Inc July 2008 - May 2012
Ferris Baker Watts July 2005 - June 2008
Amherst Securities Group September 2002 - June 2005
Deutsche Bank Alex. Brown March 1996 - September 2002
Skills
Series 7, Series 63, Mutual Funds, Portfolio Management, Securities, Asset Allocation, Investments, Asset Management, Bloomberg, Financial Modeling
Education
Loyola University Maryland
MBA
The Johns Hopkins University
BS, Business & Management
Loyola Blakefield
Robert Campi's Deutsche Bank Alex Brown Experience 1997 - 1999
Job President & CEO, PERSONA
Industry Investment Banking
Experience
PERSONA December 2011 - Present
Wells Fargo Advisors, LLC March 2010 - December 2011
Lehman Brothers 2000 - 2002
UBS Warburg 1999 - 2000
Deutsche Bank Alex Brown 1997 - 1999
Merrill Lynch 1994 - 1997
Skills
Securities, Private Equity, Series 7, Investment Banking, Derivatives, Human Capital Management, Insurance, Employee Benefits, Payroll, Customer Service, Financial Risk
Education
Louisiana State University 1977 — 1983
BFA, Graphic Design
PERSONA December 2011 - Present
Wells Fargo Advisors, LLC March 2010 - December 2011
Lehman Brothers 2000 - 2002
UBS Warburg 1999 - 2000
Deutsche Bank Alex Brown 1997 - 1999
Merrill Lynch 1994 - 1997
Skills
Securities, Private Equity, Series 7, Investment Banking, Derivatives, Human Capital Management, Insurance, Employee Benefits, Payroll, Customer Service, Financial Risk
Education
Louisiana State University 1977 — 1983
BFA, Graphic Design
Ellis Carr's Deutsche Bank Alex Brown Experience 1998 - 2001
Job Chief Financial Officer at Capital Impact Partners
Industry Financial Services
Experience
Capital Impact Partners August 2012 - Present
Freddie Mac December 2002 - July 2012
Deutsche Banc International Ireland 2001 - 2002
Deutsche Bank Alex Brown 1998 - 2001
Skills
Financial Analysis, Financial Reporting, Due Diligence, Risk Management, Financial Modeling, Business Analysis, Leadership, Strategy, Enterprise Risk..., Corporate Finance, Finance, Internal Audit, Accounting, Financial Accounting, Program Management, Budgets, Internal Controls, Valuation, Sarbanes-Oxley Act, Auditing, Strategic Financial..., SEC filings, Portfolio Management, Derivatives
Education
Georgetown University 2008 — 2011
Masters, Real Estate Finance
Towson University 1993 — 1998
Bachelor of Science (BS), Accounting
Springbrook High School 1990 — 1993
Capital Impact Partners August 2012 - Present
Freddie Mac December 2002 - July 2012
Deutsche Banc International Ireland 2001 - 2002
Deutsche Bank Alex Brown 1998 - 2001
Skills
Financial Analysis, Financial Reporting, Due Diligence, Risk Management, Financial Modeling, Business Analysis, Leadership, Strategy, Enterprise Risk..., Corporate Finance, Finance, Internal Audit, Accounting, Financial Accounting, Program Management, Budgets, Internal Controls, Valuation, Sarbanes-Oxley Act, Auditing, Strategic Financial..., SEC filings, Portfolio Management, Derivatives
Education
Georgetown University 2008 — 2011
Masters, Real Estate Finance
Towson University 1993 — 1998
Bachelor of Science (BS), Accounting
Springbrook High School 1990 — 1993
Jim Galloway, Jr. CIMA CPWA Jim Galloway, Jr. CIMA CPWA's Deutsche Bank Alex Brown Experience October 1996 - Present
Job Director, Client Advisor at Deutsche Bank Alex Brown
Industry Financial Services
Experience
Deutsche Bank Alex Brown October 1996 - Present
Winston-Salem Street School 2008 - Present
RJR Nabisco - LifeSavers Division January 1993 - September 1996
Skills
Alternative Investments, Asset Allocation, Capital Markets, Equities, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Management Consulting, Mergers & Acquisitions, Mutual Funds, New Business Development, Portfolio Management, Private Equity, Securities, Series 7, Wealth, Wealth Management, Wealth Management..., Asset Management
Education
Wake Forest University School of Business 1990 — 1992
MBA, Finance
University of North Carolina at Chapel Hill 1983 — 1987
BSBA, Business Administration
Episcopal High School 1979 — 1983
Deutsche Bank Alex Brown October 1996 - Present
Winston-Salem Street School 2008 - Present
RJR Nabisco - LifeSavers Division January 1993 - September 1996
Skills
Alternative Investments, Asset Allocation, Capital Markets, Equities, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Management Consulting, Mergers & Acquisitions, Mutual Funds, New Business Development, Portfolio Management, Private Equity, Securities, Series 7, Wealth, Wealth Management, Wealth Management..., Asset Management
Education
Wake Forest University School of Business 1990 — 1992
MBA, Finance
University of North Carolina at Chapel Hill 1983 — 1987
BSBA, Business Administration
Episcopal High School 1979 — 1983
Jeffrey Liu Jeffrey Liu's Deutsche Bank Alex Brown Experience 1998 - 2002
Job Global Sector Head | Technology | EY Transaction Advisory Services
Industry Information Technology and Services
Experience
EY Transaction Advisory Services July 2014 - Present
Ernst & Young 2010 - June 2014
Bank of America 2004 - January 2009
New Enterprise Associates February 2002 - June 2002
Deutsche Bank Alex. Brown 1998 - 2002
McKinsey & Company 1995 - 1998
Alex. Brown & Sons 1989 - 1991
Skills
Private Equity, Management, Investment Banking, Financial Analysis, Technical Analysis, Mergers & Acquisitions, Valuation, Finance, Venture Capital, Start-ups, Due Diligence, Financial Modeling, IPO, Strategy, Corporate Development, Corporate Finance, Capital Markets
Education
Stanford University Graduate School of Business 1991 — 1995
MBA
Stanford University Law School 1991 — 1995
JD
Harvard University 1984 — 1989
BA, Economics
EY Transaction Advisory Services July 2014 - Present
Ernst & Young 2010 - June 2014
Bank of America 2004 - January 2009
New Enterprise Associates February 2002 - June 2002
Deutsche Bank Alex. Brown 1998 - 2002
McKinsey & Company 1995 - 1998
Alex. Brown & Sons 1989 - 1991
Skills
Private Equity, Management, Investment Banking, Financial Analysis, Technical Analysis, Mergers & Acquisitions, Valuation, Finance, Venture Capital, Start-ups, Due Diligence, Financial Modeling, IPO, Strategy, Corporate Development, Corporate Finance, Capital Markets
Education
Stanford University Graduate School of Business 1991 — 1995
MBA
Stanford University Law School 1991 — 1995
JD
Harvard University 1984 — 1989
BA, Economics
Dana Cooksey Dana Cooksey's Deutsche Bank Alex Brown Experience 1995 - 2002
Job Marketing at Brown Advisory | Thoughtful Investing.
Industry Investment Management
Experience
Brown Advisory July 2009 - Present
P.W. Feats 2007 - 2009
Deutsche Bank 1995 - 2002
Deutsche Bank Alex. Brown 1995 - 2002
Skills
Strategic Planning, Social Media
Education
Columbia University
Brown Advisory July 2009 - Present
P.W. Feats 2007 - 2009
Deutsche Bank 1995 - 2002
Deutsche Bank Alex. Brown 1995 - 2002
Skills
Strategic Planning, Social Media
Education
Columbia University
Andy Janfaza's Deutsche Bank Alex Brown Experience 2002 - 2007
Job Managing Director at U.S. Trust
Industry Investment Management
Experience
U.S. Trust, Bank of America Private Wealth Management September 2014 - Present
Hebrew SeniorLife May 2012 - Present
HighVista Strategies February 2008 - September 2014
Noble & Greenough School 2000 - 2014
Deutsche Bank Alex Brown 2002 - 2007
Goldman Sachs 1996 - 2002
Reebok August 1994 - August 1996
Global Petroleum Corp (now Global Partners) 1990 - 1992
Eishockeyverein Zeltweg 1989 - 1990
Hockey Club du St. Gervais 1988 - 1989
Skills
Fundraising, Strategic Planning, Alternative Investments, Investments, Public Relations, Wealth, Portfolio Management, Investment Management, Hedge Funds, Venture Capital, Investor Relations, Editing, Public Speaking, Asset Management, Private Equity, Trading, Research, New Business Development, Strategy, Management, Entrepreneurship, Philanthropy, Business Development, Non-profits, Teaching, Media Relations, Nonprofits, Equities, Social Media, Event Management, Mergers & Acquisitions, Asset Managment, Wealth Management
Education
Harvard Business School 1992 — 1994
MBA
Harvard University 1984 — 1988
AB
Noble & Greenough School 1978 — 1984
U.S. Trust, Bank of America Private Wealth Management September 2014 - Present
Hebrew SeniorLife May 2012 - Present
HighVista Strategies February 2008 - September 2014
Noble & Greenough School 2000 - 2014
Deutsche Bank Alex Brown 2002 - 2007
Goldman Sachs 1996 - 2002
Reebok August 1994 - August 1996
Global Petroleum Corp (now Global Partners) 1990 - 1992
Eishockeyverein Zeltweg 1989 - 1990
Hockey Club du St. Gervais 1988 - 1989
Skills
Fundraising, Strategic Planning, Alternative Investments, Investments, Public Relations, Wealth, Portfolio Management, Investment Management, Hedge Funds, Venture Capital, Investor Relations, Editing, Public Speaking, Asset Management, Private Equity, Trading, Research, New Business Development, Strategy, Management, Entrepreneurship, Philanthropy, Business Development, Non-profits, Teaching, Media Relations, Nonprofits, Equities, Social Media, Event Management, Mergers & Acquisitions, Asset Managment, Wealth Management
Education
Harvard Business School 1992 — 1994
MBA
Harvard University 1984 — 1988
AB
Noble & Greenough School 1978 — 1984
Sharonly Granger Sharonly Granger's Deutsche Bank Alex Brown Experience 1992 - 1994
Job Executive Assistant at Maryland Live Casino
Industry Financial Services
Experience
Maryland Live Casino September 2013 - Present
Berman McAleer July 2011 - September 2013
Berman McAleer August 2003 - July 2010
Deutsche Bank 1994 - 1999
Deutsche Bank Alex. Brown 1992 - 1994
Alex. Brown (now Deutsche Bank) 1988 - 1992
Skills
Customer Service, Human Resources, Insurance, Employee Benefits, Training, Marketing, FINRA Series 6 License, FINRA Series 63 License, Time Management, Budgets, Event Management, Management, Microsoft Excel, Employee Relations, Event Planning, Strategic Planning, Team Building
Education
Towson University 1984 — 1988
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
The Community College of Baltimore County
Maryland Live Casino September 2013 - Present
Berman McAleer July 2011 - September 2013
Berman McAleer August 2003 - July 2010
Deutsche Bank 1994 - 1999
Deutsche Bank Alex. Brown 1992 - 1994
Alex. Brown (now Deutsche Bank) 1988 - 1992
Skills
Customer Service, Human Resources, Insurance, Employee Benefits, Training, Marketing, FINRA Series 6 License, FINRA Series 63 License, Time Management, Budgets, Event Management, Management, Microsoft Excel, Employee Relations, Event Planning, Strategic Planning, Team Building
Education
Towson University 1984 — 1988
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
The Community College of Baltimore County
Jeannette Small Jeannette Small's Deutsche Bank Alex Brown Experience June 1998 - January 2001
Job NA Facility Development Project Manager at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions November 2011 - Present
Cognizant Technology Solutions January 2006 - December 2011
Cognizant Technology Solutions April 2005 - April 2006
Cognizant Technology Solutions April 2005 - April 2006
Russell Reynolds Associates April 2004 - April 2005
Hewitt Associates April 2001 - April 2004
Deutsche Bank Alex. Brown June 1998 - January 2001
Deutsche Bank Alex. Brown February 1997 - June 1998
Skills
Recruiting, Human Resources, Access, Onboarding, Lotus Notes, Project Management, Management, Leadership, PowerPoint, Change Management, Microsoft Office, Microsoft Excel, Program Management, Interviews, SDLC, Team Management, Project Planning, Software Documentation, Business Analysis, Vendor Management, Efficiency, Content Management
Education
Pace University 1993 — 1996
Office Information Systems
Cognizant Technology Solutions November 2011 - Present
Cognizant Technology Solutions January 2006 - December 2011
Cognizant Technology Solutions April 2005 - April 2006
Cognizant Technology Solutions April 2005 - April 2006
Russell Reynolds Associates April 2004 - April 2005
Hewitt Associates April 2001 - April 2004
Deutsche Bank Alex. Brown June 1998 - January 2001
Deutsche Bank Alex. Brown February 1997 - June 1998
Skills
Recruiting, Human Resources, Access, Onboarding, Lotus Notes, Project Management, Management, Leadership, PowerPoint, Change Management, Microsoft Office, Microsoft Excel, Program Management, Interviews, SDLC, Team Management, Project Planning, Software Documentation, Business Analysis, Vendor Management, Efficiency, Content Management
Education
Pace University 1993 — 1996
Office Information Systems
Daryl Zysk Daryl Zysk's Deutsche Bank Alex Brown Experience 1998 - 2003
Job Senior Recruiter / Talent Acquisition at Capital One Digital
Industry Staffing and Recruiting
Experience
Capital One Bank November 2009 - Present
The Mergis Group February 2004 - May 2009
Deutsche Bank - Alex Brown 1998 - 2003
Education
University of Maryland Baltimore County 1993 — 1997
Calvert Hall College High School, Towson, Maryland
Capital One Bank November 2009 - Present
The Mergis Group February 2004 - May 2009
Deutsche Bank - Alex Brown 1998 - 2003
Education
University of Maryland Baltimore County 1993 — 1997
Calvert Hall College High School, Towson, Maryland
Champe S. Andrews III's Deutsche Bank Alex Brown Experience December 1995 - January 2011
Job Financial Advisor | Specializing in private wealth management for business owners, executives and small institutions.
Industry Financial Services
Experience
Vice President at Harbor Investment Advisory, LLC January 2011 - Present
Deutsche Bank Alex. Brown December 1995 - January 2011
Alex. Brown & Sons December 1995 - January 2011
Legg Mason September 1992 - December 1995
Skills
Investment Advisory, Asset Management, Financial Planning, Series 63, Investments, Portfolio Management, Risk Management, Retirement Planning, Series 7, Asset Managment, Equities, Wealth Management, Wealth Management..., Fixed Income, Bloomberg, Alternative Investments
Education
Loyola University Maryland 1997 — 1999
MBA Sellinger School of Business, Finance
Hampden-Sydney College 1987 — 1987
BA, Economics
Easton High
Vice President at Harbor Investment Advisory, LLC January 2011 - Present
Deutsche Bank Alex. Brown December 1995 - January 2011
Alex. Brown & Sons December 1995 - January 2011
Legg Mason September 1992 - December 1995
Skills
Investment Advisory, Asset Management, Financial Planning, Series 63, Investments, Portfolio Management, Risk Management, Retirement Planning, Series 7, Asset Managment, Equities, Wealth Management, Wealth Management..., Fixed Income, Bloomberg, Alternative Investments
Education
Loyola University Maryland 1997 — 1999
MBA Sellinger School of Business, Finance
Hampden-Sydney College 1987 — 1987
BA, Economics
Easton High
Arlene Paul Arlene Paul's Deutsche Bank Alex Brown Experience April 2000 - June 2001
Job Administrative Assistant at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein August 2001 - Present
Deutsche Bank Alex. Brown April 2000 - June 2001
Deutsche Bank Alex. Brown June 1999 - March 2000
New York State Department of Health July 1998 - June 1999
New York City Department of Housing Preservation and Development December 1997 - June 1998
Queens Village Committee for Mental Health November 1996 - December 1997
Skills
Outlook, Microsoft Excel, SharePoint, PowerPoint, Microsoft Word, Bloomberg Terminal, Thomson One Analytics, Baseline, Access, Alternative Investments, Hedge Funds, Visio, Software Documentation, Portfolio Management, Time Management
Education
Technical Career Institute 1998 — 2000
Associates in Applied Science, Office Information Systems
Pace University
Office Information Systems
AllianceBernstein August 2001 - Present
Deutsche Bank Alex. Brown April 2000 - June 2001
Deutsche Bank Alex. Brown June 1999 - March 2000
New York State Department of Health July 1998 - June 1999
New York City Department of Housing Preservation and Development December 1997 - June 1998
Queens Village Committee for Mental Health November 1996 - December 1997
Skills
Outlook, Microsoft Excel, SharePoint, PowerPoint, Microsoft Word, Bloomberg Terminal, Thomson One Analytics, Baseline, Access, Alternative Investments, Hedge Funds, Visio, Software Documentation, Portfolio Management, Time Management
Education
Technical Career Institute 1998 — 2000
Associates in Applied Science, Office Information Systems
Pace University
Office Information Systems
Christina Kong's Deutsche Bank Alex Brown Experience 1999 - 2001
Job Sr. Director, Business Strategy and Operations at Pandora
Industry Online Media
Experience
Pandora March 2015 - Present
Mode Media Corporation (formerly Glam Media) 2009 - 2011
Mode Media Corporation (formerly Glam Media) 2008 - 2009
Mode Media Corporation (formerly Glam Media) 2007 - 2008
Yahoo! 2003 - 2005
Deutsche Bank Alex. Brown 1999 - 2001
Education
Stanford University 1997 — 1999
Bachelor of Arts
Harvard-Westlake School
Pandora March 2015 - Present
Mode Media Corporation (formerly Glam Media) 2009 - 2011
Mode Media Corporation (formerly Glam Media) 2008 - 2009
Mode Media Corporation (formerly Glam Media) 2007 - 2008
Yahoo! 2003 - 2005
Deutsche Bank Alex. Brown 1999 - 2001
Education
Stanford University 1997 — 1999
Bachelor of Arts
Harvard-Westlake School
Scott Vincent Scott Vincent's Deutsche Bank Alex Brown Experience 1998 - 2002
Job Managing Partner at Green River Asset Management
Industry Financial Services
Experience
Green River Asset Management 2008 - Present
Thomas Weisel Partners August 2007 - June 2010
CIBC World Markets April 2002 - August 2007
Deutsche Bank Alex Brown 1998 - 2002
Skills
Equities, Hedge Funds, Equity Research, Investments, Investment Management, Portfolio Management, Equity Valuation, Asset Allocation, Investment Banking, Asset Management, Investment Strategies, Valuation, Private Equity, Capital Markets, Securities, Series 7, Alternative Investments, Fixed Income, Equity Trading, Private Placements, Fund Of Funds, Series 63, Investor Relations
Education
Georgetown University 1993 — 1995
MBA, Finance
Green River Asset Management 2008 - Present
Thomas Weisel Partners August 2007 - June 2010
CIBC World Markets April 2002 - August 2007
Deutsche Bank Alex Brown 1998 - 2002
Skills
Equities, Hedge Funds, Equity Research, Investments, Investment Management, Portfolio Management, Equity Valuation, Asset Allocation, Investment Banking, Asset Management, Investment Strategies, Valuation, Private Equity, Capital Markets, Securities, Series 7, Alternative Investments, Fixed Income, Equity Trading, Private Placements, Fund Of Funds, Series 63, Investor Relations
Education
Georgetown University 1993 — 1995
MBA, Finance
Eric Enderle Eric Enderle's Deutsche Bank Alex Brown Experience 1997 - 1999
Job Chief Operating Officer at CareSpot Express Healthcare
Industry Hospital & Health Care
Experience
CareSpot September 2011 - Present
Renal Advantage Inc. November 2005 - July 2011
Ardent Health Services May 2003 - November 2005
Credit Suisse First Boston February 1999 - November 2001
Deutsche Bank Alex. Brown 1997 - 1999
Alex. Brown & Sons 1997 - 1999
BT Alex. Brown 1997 - 1999
Skills
Healthcare, Leadership, Hospitals, Mergers & Acquisitions, Investment Banking, Management, Mergers, Sales, Financial Analysis, EMR, Negotiation, Strategic Planning, Equities, Healthcare Information..., Start-ups, Healthcare Management, Team Building, Budgets, Business Development, Process Improvement, Vendor Management
Education
University of Houston 1991 — 1993
MBA
University of Houston 1989 — 1991
BBA
CareSpot September 2011 - Present
Renal Advantage Inc. November 2005 - July 2011
Ardent Health Services May 2003 - November 2005
Credit Suisse First Boston February 1999 - November 2001
Deutsche Bank Alex. Brown 1997 - 1999
Alex. Brown & Sons 1997 - 1999
BT Alex. Brown 1997 - 1999
Skills
Healthcare, Leadership, Hospitals, Mergers & Acquisitions, Investment Banking, Management, Mergers, Sales, Financial Analysis, EMR, Negotiation, Strategic Planning, Equities, Healthcare Information..., Start-ups, Healthcare Management, Team Building, Budgets, Business Development, Process Improvement, Vendor Management
Education
University of Houston 1991 — 1993
MBA
University of Houston 1989 — 1991
BBA
John Webster John Webster's Deutsche Bank Alex Brown Experience 2000 - 2002
Job Financial Services Professional at Garrison Financial, LLC
Industry Financial Services
Experience
HMS Insurance Associates, Inc. 2014 - Present
Garrison Financial, LLC November 2008 - Present
HMS Insurance Associates, Inc. 2014 - 2015
Calvert School 2010 - 2012
Bay National Bank 2005 - 2008
Smith Barney 2002 - 2005
Deutsche Bank Alex. Brown 2000 - 2002
Webster-McDonald-Pfaff, Inc. 1994 - 2000
Skills
Business Planning, Wealth Management, Executive Pay, Insurance, Employee Benefits, Buy-Sell, Retirement Planning, Estate Planning, 401k, Retirement, Asset Management, Strategic Financial..., Portfolio Management, Securities, Financial Planning
Education
Boys' Latin School
University of North Carolina at Chapel Hill
HMS Insurance Associates, Inc. 2014 - Present
Garrison Financial, LLC November 2008 - Present
HMS Insurance Associates, Inc. 2014 - 2015
Calvert School 2010 - 2012
Bay National Bank 2005 - 2008
Smith Barney 2002 - 2005
Deutsche Bank Alex. Brown 2000 - 2002
Webster-McDonald-Pfaff, Inc. 1994 - 2000
Skills
Business Planning, Wealth Management, Executive Pay, Insurance, Employee Benefits, Buy-Sell, Retirement Planning, Estate Planning, 401k, Retirement, Asset Management, Strategic Financial..., Portfolio Management, Securities, Financial Planning
Education
Boys' Latin School
University of North Carolina at Chapel Hill
Craig Brubaker Craig Brubaker's Deutsche Bank Alex Brown Experience September 1998 - May 2004
Job Managing Director at View Capital Advisors, LLC, GoalBased Investment Advisor, Wealth & Financial Planner
Industry Investment Management
Experience
View Capital Advisors, LLC May 2004 - Present
Deutsche Bank Alex. Brown September 1998 - May 2004
Arthur Andersen September 1995 - September 1998
Arthur Andersen September 1986 - September 1995
Skills
Goal-Based Investment..., Wealth Management, Retirement Planning, Cross-Border Wealth..., Financial Planning, Investment Management, Pre-Immigration Estate..., Family Office Outsource..., Estate Tax Planning, Private Equity, Wealth Stewardship..., Estate Planning, High Net Worth..., Alternative Investments, Wealth, Investments, Asset Protection, Asset Protection..., Strategic Financial..., Financial Advisory, Financial Planning for..., Wealth Management..., Charitable Gift Planning
Education
Texas Tech University School of Law 1978 — 1981
JD, Law
Texas Tech University - Rawls College of Business 1974 — 1978
BBA, Finance, With Honors
View Capital Advisors, LLC May 2004 - Present
Deutsche Bank Alex. Brown September 1998 - May 2004
Arthur Andersen September 1995 - September 1998
Arthur Andersen September 1986 - September 1995
Skills
Goal-Based Investment..., Wealth Management, Retirement Planning, Cross-Border Wealth..., Financial Planning, Investment Management, Pre-Immigration Estate..., Family Office Outsource..., Estate Tax Planning, Private Equity, Wealth Stewardship..., Estate Planning, High Net Worth..., Alternative Investments, Wealth, Investments, Asset Protection, Asset Protection..., Strategic Financial..., Financial Advisory, Financial Planning for..., Wealth Management..., Charitable Gift Planning
Education
Texas Tech University School of Law 1978 — 1981
JD, Law
Texas Tech University - Rawls College of Business 1974 — 1978
BBA, Finance, With Honors
Michael J. Keating, CFP® Michael J. Keating, CFP®'s Deutsche Bank Alex Brown Experience February 1996 - July 2002
Job Managing Director at First Republic Bank
Industry Financial Services
Experience
First Republic Bank September 2013 - Present
InnerHarbor Advisors, LLC January 2009 - September 2013
NYSE 2002 - 2008
Deutsche Bank/ Alex Brown February 1996 - July 2002
Education
University at Albany, SUNY 1991 — 1995
Oxford University 1993 — 1993
Study Abroad Program, English Literature
Iona Preparatory 1987 — 1991
High School
First Republic Bank September 2013 - Present
InnerHarbor Advisors, LLC January 2009 - September 2013
NYSE 2002 - 2008
Deutsche Bank/ Alex Brown February 1996 - July 2002
Education
University at Albany, SUNY 1991 — 1995
Oxford University 1993 — 1993
Study Abroad Program, English Literature
Iona Preparatory 1987 — 1991
High School
Eric Fehr's Deutsche Bank Alex Brown Experience June 1998 - July 2000
Job Executive Director/Head Coach at Highlands Ranch Aquatics
Industry Sports
Experience
Highlands Ranch Aquatics April 2013 - Present
Circuit of The Americas June 2011 - April 2013
University of California, Santa Barbara August 2007 - July 2010
University of Wisconsin-Madison August 2003 - July 2007
Norwest Venture Partners July 2000 - July 2003
Deutsche Bank Alex. Brown June 1998 - July 2000
Skills
Coaching, Business Analysis, Financial & Operational..., Program Budgeting, Public Speaking, Strength & Conditioning, Recruiting, Management, Financial Modeling
Education
The University of Texas at Austin, McCombs School of Business 2010 — 2012
Master, Business Administration, 3.98
University of North Carolina at Chapel Hill 1994 — 1998
BS, BA, Biology, Public Policy Analysis, 3.45
Highlands Ranch Aquatics April 2013 - Present
Circuit of The Americas June 2011 - April 2013
University of California, Santa Barbara August 2007 - July 2010
University of Wisconsin-Madison August 2003 - July 2007
Norwest Venture Partners July 2000 - July 2003
Deutsche Bank Alex. Brown June 1998 - July 2000
Skills
Coaching, Business Analysis, Financial & Operational..., Program Budgeting, Public Speaking, Strength & Conditioning, Recruiting, Management, Financial Modeling
Education
The University of Texas at Austin, McCombs School of Business 2010 — 2012
Master, Business Administration, 3.98
University of North Carolina at Chapel Hill 1994 — 1998
BS, BA, Biology, Public Policy Analysis, 3.45
Thomas Kovacs Thomas Kovacs's Deutsche Bank Alex Brown Experience 1999 - 2002
Job Regional Provider Engagement Manager at eviCore healthcare
Industry Hospital & Health Care
Experience
eviCore healthcare April 2014 - Present
Cigna-HealthSpring April 2012 - March 2014
Horan Capital Management, LLC 2008 - April 2012
M&T Bank Investment Group January 2007 - February 2008
M&T Bank Investment Group 2005 - 2007
M&T Bank Investment Group 2003 - 2004
M&T Bank Investment Group 2002 - 2003
Deutsche Bank - Alex Brown 1999 - 2002
T. Rowe Price 1997 - 1999
Skills
Investments, Medicare Advantage, Provider Relations, Provider Network..., Provider Education, Network Contracting, Asset Management, Leadership, Management, Mutual Funds, Portfolio Management, Sales, Wealth Management, Sales Management, Finance, Insurance
Education
Gettysburg College 1991 — 1995
Bachelor of Arts, Business Management
eviCore healthcare April 2014 - Present
Cigna-HealthSpring April 2012 - March 2014
Horan Capital Management, LLC 2008 - April 2012
M&T Bank Investment Group January 2007 - February 2008
M&T Bank Investment Group 2005 - 2007
M&T Bank Investment Group 2003 - 2004
M&T Bank Investment Group 2002 - 2003
Deutsche Bank - Alex Brown 1999 - 2002
T. Rowe Price 1997 - 1999
Skills
Investments, Medicare Advantage, Provider Relations, Provider Network..., Provider Education, Network Contracting, Asset Management, Leadership, Management, Mutual Funds, Portfolio Management, Sales, Wealth Management, Sales Management, Finance, Insurance
Education
Gettysburg College 1991 — 1995
Bachelor of Arts, Business Management
Corey A. Healy's Deutsche Bank Alex Brown Experience February 2008 - July 2010
Job Assistant Vice President, Financial Solutions Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2011 - Present
Deutsche Bank Alex Brown February 2008 - July 2010
Scottrade November 2006 - February 2008
Skills
Asset Management, Series 7, Customer Relations, Equities, Portfolio Management, Financial Analysis, Investments, Financial Planning, Fixed Income, Mutual Funds, Wealth Management, Valuation, Financial Management, Retirement Planning, Problem Solving, Asset Allocation, Financial Modeling, Teamwork, Series 63, Securities, Series 66, Options, Retirement, Financial Advisory, Financial Markets, Risk Management, ETFs, Bonds, Equity Research, Trading, Investment Strategies, Investment Advisory, Term Life Insurance, Health Insurance, Annuities, Fixed Annuities, Customer Service
Education
Towson University 2002 — 2007
BS Finance, Minor in Economics
St. Michaels High School
Life
Merrill Lynch January 2011 - Present
Deutsche Bank Alex Brown February 2008 - July 2010
Scottrade November 2006 - February 2008
Skills
Asset Management, Series 7, Customer Relations, Equities, Portfolio Management, Financial Analysis, Investments, Financial Planning, Fixed Income, Mutual Funds, Wealth Management, Valuation, Financial Management, Retirement Planning, Problem Solving, Asset Allocation, Financial Modeling, Teamwork, Series 63, Securities, Series 66, Options, Retirement, Financial Advisory, Financial Markets, Risk Management, ETFs, Bonds, Equity Research, Trading, Investment Strategies, Investment Advisory, Term Life Insurance, Health Insurance, Annuities, Fixed Annuities, Customer Service
Education
Towson University 2002 — 2007
BS Finance, Minor in Economics
St. Michaels High School
Life
Carl Beernink Carl Beernink's Deutsche Bank Alex Brown Experience October 1998 - July 2002
Job Manager, Portfolio Administration
Industry Investment Management
Experience
Brown Advisory March 2014 - Present
T. Rowe Price October 2011 - April 2014
T. Rowe Price September 2005 - October 2011
Deutsche Bank July 2002 - September 2005
Deutsche Bank Alex. Brown October 1998 - July 2002
T. Rowe Price May 1995 - October 1998
T. Rowe Price January 1995 - May 1995
T. Rowe Price April 1994 - January 1995
T. Rowe Price November 1992 - April 1994
Education
Towson University 1989 — 1992
Loyola Blakefield 1984 — 1987
Brown Advisory March 2014 - Present
T. Rowe Price October 2011 - April 2014
T. Rowe Price September 2005 - October 2011
Deutsche Bank July 2002 - September 2005
Deutsche Bank Alex. Brown October 1998 - July 2002
T. Rowe Price May 1995 - October 1998
T. Rowe Price January 1995 - May 1995
T. Rowe Price April 1994 - January 1995
T. Rowe Price November 1992 - April 1994
Education
Towson University 1989 — 1992
Loyola Blakefield 1984 — 1987
Jim Moore's Deutsche Bank Alex Brown Experience 1995 - 2003
Job Managing Director at B. Riley & Co.
Industry Financial Services
Experience
B. Riley & Co. May 2015 - Present
J. Moore Partners LLC October 2008 - May 2015
North Point Advisors March 2004 - October 2008
Restoration Project 2003 - 2004
Deutsche Bank Alex. Brown 1995 - 2003
Skills
Venture Capital, Mergers & Acquisitions, Entrepreneurship, SaaS, Start-ups, Cloud Computing, Strategy, Investment Banking, Enterprise Software, Business Strategy, Private Equity, Angel Investing, Strategic Partnerships, IPO, Mergers, Leadership, Digital Media, Recapitalizations, Financial Modeling, Merger & Acquistion, Business Valuation, Social Media, Mobile Technology, E-commerce, Corporate Strategy, Positioning, Equity Research, Cross Boarder..., Software Subscription, Corporate Positioning, Equity Valuation, Equity Capital Markets, Financial Analysis, Financial Accounting, Financial Planning, Financial Statements, Organizational..., Strategic Leadership, Thought Leadership, University Teaching, Water Management, Water Resources, Sustainable Agriculture, Natural Health, CEO, CFO, Chief Executive Officer, Chief Financial Officer, Entrepreneurial Finance, Chief Strategy Officer
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
University of Colorado Boulder 1977 — 1981
B.A., Economics
B. Riley & Co. May 2015 - Present
J. Moore Partners LLC October 2008 - May 2015
North Point Advisors March 2004 - October 2008
Restoration Project 2003 - 2004
Deutsche Bank Alex. Brown 1995 - 2003
Skills
Venture Capital, Mergers & Acquisitions, Entrepreneurship, SaaS, Start-ups, Cloud Computing, Strategy, Investment Banking, Enterprise Software, Business Strategy, Private Equity, Angel Investing, Strategic Partnerships, IPO, Mergers, Leadership, Digital Media, Recapitalizations, Financial Modeling, Merger & Acquistion, Business Valuation, Social Media, Mobile Technology, E-commerce, Corporate Strategy, Positioning, Equity Research, Cross Boarder..., Software Subscription, Corporate Positioning, Equity Valuation, Equity Capital Markets, Financial Analysis, Financial Accounting, Financial Planning, Financial Statements, Organizational..., Strategic Leadership, Thought Leadership, University Teaching, Water Management, Water Resources, Sustainable Agriculture, Natural Health, CEO, CFO, Chief Executive Officer, Chief Financial Officer, Entrepreneurial Finance, Chief Strategy Officer
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
University of Colorado Boulder 1977 — 1981
B.A., Economics
Brannan Knott's Deutsche Bank Alex Brown Experience 2006 - 2008
Job Vice President at JLL
Industry Financial Services
Experience
JLL Vice PresidentJLLAugust 2015 - Present
Realterm Global April 2013 - August 2015
LaSalle Investment Management June 2008 - April 2013
Deutsche Bank June 2006 - May 2008
Deutsche Bank Alex Brown 2006 - 2008
Smith Barney 2006 - 2006
Lincoln Financial Advisors 2006 - 2006
Skills
Private Equity, Portfolio Management, Due Diligence, Acquisition Analysis, Investor Relations, Investor Reporting, Real Estate Development, Real Estate Investment, Real Estate Finance, Real Estate Transactions, Corporate Real Estate, Real Estate Investor, Private Wealth..., Wealth Management, Risk Management, Account Management, Financial Accounting, Account Reconciliation, Real Estate Economics, Investment Properties, Alternative Investments, Financial Analysis, Business Valuation
Education
Loyola University Maryland 2004 — 2008
BA, Business Administration, Finance
Trinity College-Hartford 2003 — 2004
Psychology, Pre-Med
Gilman School 1999 — 2003
JLL Vice PresidentJLLAugust 2015 - Present
Realterm Global April 2013 - August 2015
LaSalle Investment Management June 2008 - April 2013
Deutsche Bank June 2006 - May 2008
Deutsche Bank Alex Brown 2006 - 2008
Smith Barney 2006 - 2006
Lincoln Financial Advisors 2006 - 2006
Skills
Private Equity, Portfolio Management, Due Diligence, Acquisition Analysis, Investor Relations, Investor Reporting, Real Estate Development, Real Estate Investment, Real Estate Finance, Real Estate Transactions, Corporate Real Estate, Real Estate Investor, Private Wealth..., Wealth Management, Risk Management, Account Management, Financial Accounting, Account Reconciliation, Real Estate Economics, Investment Properties, Alternative Investments, Financial Analysis, Business Valuation
Education
Loyola University Maryland 2004 — 2008
BA, Business Administration, Finance
Trinity College-Hartford 2003 — 2004
Psychology, Pre-Med
Gilman School 1999 — 2003
Stephen Pardes Stephen Pardes's Deutsche Bank Alex Brown Experience February 1994 - September 2003
Job VPTaxable Fixed Income Trading at M&T Bank
Industry Financial Services
Experience
M&T Bank September 2008 - April 2015
Ferris Baker Watts, Inc November 2003 - September 2008
Deutsche Bank Alex Brown February 1994 - September 2003
Skills
Fixed Income, Series 7, Series 63, Capital Markets, Bonds, Financial Analysis, Bloomberg, Securities, Mergers & Acquisitions
Education
New York University, Stern School of Business 1984 — 1989
M.B.A., Finance
University of Northern Colorado 1978 — 1982
Bachelor’s Degree, Psychology
M&T Bank September 2008 - April 2015
Ferris Baker Watts, Inc November 2003 - September 2008
Deutsche Bank Alex Brown February 1994 - September 2003
Skills
Fixed Income, Series 7, Series 63, Capital Markets, Bonds, Financial Analysis, Bloomberg, Securities, Mergers & Acquisitions
Education
New York University, Stern School of Business 1984 — 1989
M.B.A., Finance
University of Northern Colorado 1978 — 1982
Bachelor’s Degree, Psychology
Jay Casey's Deutsche Bank Alex Brown Experience June 2004 - June 2015
Job President & CoFounder at Intellectus Partners, LLC
Industry Investment Management
Experience
Intellectus Partners, LLC June 2015 - Present
Deutsche Bank Alex. Brown June 2004 - June 2015
Lehman Brothers, Inc July 2000 - June 2004
Sasin Graduate Institute of Business Administration 1999 - 2000
Manulife Financial 1997 - 1999
Skills
Equities, Private Equity, Asset Managment, Venture Capital, CDS, Wealth, Hedge Funds, Fixed Income, Investment Banking, Capital Markets, Alternative Investments, Valuation, Derivatives, Financial Modeling, Investments, Portfolio Management, Credit Derivatives, Bloomberg, Corporate Finance, Structured Products, Asset Management, Wealth Management, Commodity, Hedging, Financial Services, Options
Education
Duke University - Fuqua School of Business 1998 — 2000
MBA, Finance, Entrepreneurship
Chulalongkorn University 1999 — 2000
MBA, International Finance
Appalachian State University 1990 — 1995
BA, English - Economics Minor
Abingdon High School 1985 — 1990
Intellectus Partners, LLC June 2015 - Present
Deutsche Bank Alex. Brown June 2004 - June 2015
Lehman Brothers, Inc July 2000 - June 2004
Sasin Graduate Institute of Business Administration 1999 - 2000
Manulife Financial 1997 - 1999
Skills
Equities, Private Equity, Asset Managment, Venture Capital, CDS, Wealth, Hedge Funds, Fixed Income, Investment Banking, Capital Markets, Alternative Investments, Valuation, Derivatives, Financial Modeling, Investments, Portfolio Management, Credit Derivatives, Bloomberg, Corporate Finance, Structured Products, Asset Management, Wealth Management, Commodity, Hedging, Financial Services, Options
Education
Duke University - Fuqua School of Business 1998 — 2000
MBA, Finance, Entrepreneurship
Chulalongkorn University 1999 — 2000
MBA, International Finance
Appalachian State University 1990 — 1995
BA, English - Economics Minor
Abingdon High School 1985 — 1990
David Neustaedter's Deutsche Bank Alex Brown Experience June 2000 - August 2000
Job Vice President, Venture Capital at Medtronic
Industry Medical Devices
Experience
Medtronic January 2015 - Present
Covidien Ventures July 2008 - January 2015
Stryker Development October 2005 - July 2008
MEDACorp/Leerink Swann Strategy Consulting July 2003 - October 2005
Fletcher Spaght 2002 - 2003
Deutsche Bank Alex Brown June 2000 - August 2000
Mt. Sinai School of Medicine February 1997 - August 1999
Skills
Medical Devices, Commercialization, Biotechnology, Lifesciences, Venture Capital, Pharmaceutical Industry, Corporate Development, Start-ups, Cross-functional Team..., Healthcare, Due Diligence, R&D, Product Development, Strategy, Business Strategy, FDA, Competitive Analysis, Oncology, Mergers, Technology Transfer, Management Consulting, Product Launch, Market Development, Hardware Diagnostics, Business Development, Clinical Development, Surgery, Global Marketing, Capital Equipment, Biomedical Engineering, Clinical Trials, Biopharmaceuticals, Management, Mergers & Acquisitions, Life Sciences
Education
Yale University - Yale School of Management 1999 — 2001
MBA, Strategy
The University of British Columbia 1990 — 1997
Ph.D., Molecular Biology
University of Calgary 1985 — 1989
B.Sc. (Honours), Cellular, Molecular and Microbial Biology
Foothills Composite High School 1981 — 1985
High School Diploma
Medtronic January 2015 - Present
Covidien Ventures July 2008 - January 2015
Stryker Development October 2005 - July 2008
MEDACorp/Leerink Swann Strategy Consulting July 2003 - October 2005
Fletcher Spaght 2002 - 2003
Deutsche Bank Alex Brown June 2000 - August 2000
Mt. Sinai School of Medicine February 1997 - August 1999
Skills
Medical Devices, Commercialization, Biotechnology, Lifesciences, Venture Capital, Pharmaceutical Industry, Corporate Development, Start-ups, Cross-functional Team..., Healthcare, Due Diligence, R&D, Product Development, Strategy, Business Strategy, FDA, Competitive Analysis, Oncology, Mergers, Technology Transfer, Management Consulting, Product Launch, Market Development, Hardware Diagnostics, Business Development, Clinical Development, Surgery, Global Marketing, Capital Equipment, Biomedical Engineering, Clinical Trials, Biopharmaceuticals, Management, Mergers & Acquisitions, Life Sciences
Education
Yale University - Yale School of Management 1999 — 2001
MBA, Strategy
The University of British Columbia 1990 — 1997
Ph.D., Molecular Biology
University of Calgary 1985 — 1989
B.Sc. (Honours), Cellular, Molecular and Microbial Biology
Foothills Composite High School 1981 — 1985
High School Diploma
Amanda Borden's Deutsche Bank Alex Brown Experience July 1998 - March 2000
Job
Industry Education Management
Experience
KIPP DC March 2012 - Present
Taproot Foundation August 2010 - Present
Success Academy Charter Schools December 2010 - February 2012
St Joseph School July 2007 - June 2011
Diageo October 2007 - November 2010
Diageo January 2006 - September 2007
Diageo September 2003 - December 2005
Luminant Worldwide April 2000 - April 2001
Deutsche Bank Alex. Brown July 1998 - March 2000
Skills
education management, charter schools, Advertising, Organizational Design, Experiential Marketing, Ventures, Education Reform, Relationship Marketing, Charter Schools
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA
Washington University in St. Louis 1994 — 1998
Dual Degree, BS & AB
KIPP DC March 2012 - Present
Taproot Foundation August 2010 - Present
Success Academy Charter Schools December 2010 - February 2012
St Joseph School July 2007 - June 2011
Diageo October 2007 - November 2010
Diageo January 2006 - September 2007
Diageo September 2003 - December 2005
Luminant Worldwide April 2000 - April 2001
Deutsche Bank Alex. Brown July 1998 - March 2000
Skills
education management, charter schools, Advertising, Organizational Design, Experiential Marketing, Ventures, Education Reform, Relationship Marketing, Charter Schools
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA
Washington University in St. Louis 1994 — 1998
Dual Degree, BS & AB
Jim Graham's Deutsche Bank Alex Brown Experience 1998 - 2000
Job Biotechnology & Healthcare professional
Industry Venture Capital & Private Equity
Experience
ACM 2015 - Present
Laguna Pharmaceuticals 2011 - February 2015
Sante Ventures June 2009 - November 2014
Terapio October 2012 - June 2014
Explorys, Inc. 2010 - 2013
McKinsey & Co. 2004 - 2009
Biogen-Idec June 2003 - September 2003
Deutsche Bank Alex. Brown 1998 - 2000
Hoover Institution 1996 - 1998
Skills
Venture Capital, Entrepreneurship, Due Diligence, Valuation, Biotechnology, Lifesciences, Medical Devices, Pharmaceutical Industry, Commercialization, Portfolio Management, Business Development, Investments, Management, Strategic Partnerships, Start-ups, Life Sciences, Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 2002 — 2004
MBA
Harvard Medical School 2002 — 2005
S.M., HST
Stanford University 1994 — 1998
B.S.
Woodberry Forest School (H.S.)
ACM 2015 - Present
Laguna Pharmaceuticals 2011 - February 2015
Sante Ventures June 2009 - November 2014
Terapio October 2012 - June 2014
Explorys, Inc. 2010 - 2013
McKinsey & Co. 2004 - 2009
Biogen-Idec June 2003 - September 2003
Deutsche Bank Alex. Brown 1998 - 2000
Hoover Institution 1996 - 1998
Skills
Venture Capital, Entrepreneurship, Due Diligence, Valuation, Biotechnology, Lifesciences, Medical Devices, Pharmaceutical Industry, Commercialization, Portfolio Management, Business Development, Investments, Management, Strategic Partnerships, Start-ups, Life Sciences, Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 2002 — 2004
MBA
Harvard Medical School 2002 — 2005
S.M., HST
Stanford University 1994 — 1998
B.S.
Woodberry Forest School (H.S.)
Jeff Colin's Deutsche Bank Alex Brown Experience December 2002 - August 2003
Job
Industry Financial Services
Experience
Baker Street Advisors, LLC August 2003 - Present
Deutsche Bank Alex. Brown December 2002 - August 2003
Deustche Bank Alex Brown December 2002 - August 2003
Robertson Stephens 2001 - 2002
myCFO 2000 - 2001
Goldman Sachs 1991 - 2000
Skills
Investments, Asset Allocation, Hedge Funds, Private Equity, Alternative Investments, Wealth Management..., Investment Advisory, Portfolio Management, Investment Management, High Net Worth..., Investment Strategies, Real Estate, Wealth Management, Equities, Venture Capital, Financial Advisory, Finance
Education
J.L. Kellogg Graduate School of Management 1989 — 1991
MBA
Northwestern University 1981 — 1985
BS
Baker Street Advisors, LLC August 2003 - Present
Deutsche Bank Alex. Brown December 2002 - August 2003
Deustche Bank Alex Brown December 2002 - August 2003
Robertson Stephens 2001 - 2002
myCFO 2000 - 2001
Goldman Sachs 1991 - 2000
Skills
Investments, Asset Allocation, Hedge Funds, Private Equity, Alternative Investments, Wealth Management..., Investment Advisory, Portfolio Management, Investment Management, High Net Worth..., Investment Strategies, Real Estate, Wealth Management, Equities, Venture Capital, Financial Advisory, Finance
Education
J.L. Kellogg Graduate School of Management 1989 — 1991
MBA
Northwestern University 1981 — 1985
BS
Bill Lane's Deutsche Bank Alex Brown Experience January 1999 - April 2009
Job Vice President at Credit Suisse North America
Industry Investment Management
Experience
Credit Suisse April 2009 - Present
Deutsche Bank Alex. Brown January 1999 - April 2009
Skills
Equities, Investments, Private Equity, Portfolio Management, Investment Banking, Corporate Finance, Valuation, Financial Modeling, Due Diligence, Asset Managment, Mergers, Financial Analysis, Insurance, Investment Consulting, Estate Planning, Options Strategies, Investment Advisory, Investment Management, Mergers & Acquisitions, Asset Management, Strategic Financial..., Securities, Hedge Funds, Alternative Investments, Fixed Income, Entrepreneurship, Venture Capital
Education
Lafayette College 1997 — 2001
BA, Economics and Business
The Hotchkiss School 1993 — 1997
Credit Suisse April 2009 - Present
Deutsche Bank Alex. Brown January 1999 - April 2009
Skills
Equities, Investments, Private Equity, Portfolio Management, Investment Banking, Corporate Finance, Valuation, Financial Modeling, Due Diligence, Asset Managment, Mergers, Financial Analysis, Insurance, Investment Consulting, Estate Planning, Options Strategies, Investment Advisory, Investment Management, Mergers & Acquisitions, Asset Management, Strategic Financial..., Securities, Hedge Funds, Alternative Investments, Fixed Income, Entrepreneurship, Venture Capital
Education
Lafayette College 1997 — 2001
BA, Economics and Business
The Hotchkiss School 1993 — 1997
Randall Zeh's Deutsche Bank Alex Brown Experience January 2000 - September 2007
Job Axiom Medical, President
Industry Medical Devices
Experience
Axiom Medical June 2012 - Present
Meditech January 2008 - May 2012
Deutsche Bank Alex. Brown January 2000 - September 2007
Legg Mason 1995 - 1999
Skills
Series 7, Equities, Fixed Income, Securities, Portfolio Management, Asset Managment, Investment Management, Mutual Funds, Investment Advisory, Corporate Finance, Investments, Wealth Management, Asset Allocation, Financial Analysis, Risk Management, Strategic Financial..., Capital Markets, Hedge Funds, Private Equity, Alternative Investments, Series 63, Stem Cell Research, Medical Devices, Investment Banking, Financial Modeling, Asset Management
Education
Marshall University 1989 — 1994
Marketing
Axiom Medical June 2012 - Present
Meditech January 2008 - May 2012
Deutsche Bank Alex. Brown January 2000 - September 2007
Legg Mason 1995 - 1999
Skills
Series 7, Equities, Fixed Income, Securities, Portfolio Management, Asset Managment, Investment Management, Mutual Funds, Investment Advisory, Corporate Finance, Investments, Wealth Management, Asset Allocation, Financial Analysis, Risk Management, Strategic Financial..., Capital Markets, Hedge Funds, Private Equity, Alternative Investments, Series 63, Stem Cell Research, Medical Devices, Investment Banking, Financial Modeling, Asset Management
Education
Marshall University 1989 — 1994
Marketing
Dennis Parrington's Deutsche Bank Alex Brown Experience June 2000 - August 2000
Job Chief Technology Officer at TMP Worldwide
Industry Online Media
Experience
TMP Worldwide March 2015 - Present
TMP Worldwide November 2011 - March 2015
Dow Jones October 2009 - November 2011
TMP Worldwide September 2006 - October 2009
Monster Worldwide October 2005 - September 2006
Monster Worldwide July 2002 - October 2005
PFS Marketwyse November 2001 - July 2002
Johns Hopkins University January 1998 - July 2001
Deutsche Bank Alex Brown June 2000 - August 2000
Skills
Technology Management, Product Development, System Architecture, Databases, Change Management, High Availability, Advertising, Recruiting, Configuration Management, Continuous Integration, Software Development..., Portfolio Management, RAD, Job Descriptions, Internet Media, Microsoft SQL Server, JavaScript, SDLC, Integration, .NET, AJAX, Web Development, SOA, Strategy, XML, Web Applications, Web Services, Start-ups, SEO, C#, SQL, SEM
Education
Columbia University in the City of New York 2007 — 2009
MS
The Johns Hopkins University 1997 — 2001
BA
TMP Worldwide March 2015 - Present
TMP Worldwide November 2011 - March 2015
Dow Jones October 2009 - November 2011
TMP Worldwide September 2006 - October 2009
Monster Worldwide October 2005 - September 2006
Monster Worldwide July 2002 - October 2005
PFS Marketwyse November 2001 - July 2002
Johns Hopkins University January 1998 - July 2001
Deutsche Bank Alex Brown June 2000 - August 2000
Skills
Technology Management, Product Development, System Architecture, Databases, Change Management, High Availability, Advertising, Recruiting, Configuration Management, Continuous Integration, Software Development..., Portfolio Management, RAD, Job Descriptions, Internet Media, Microsoft SQL Server, JavaScript, SDLC, Integration, .NET, AJAX, Web Development, SOA, Strategy, XML, Web Applications, Web Services, Start-ups, SEO, C#, SQL, SEM
Education
Columbia University in the City of New York 2007 — 2009
MS
The Johns Hopkins University 1997 — 2001
BA
Christine D. Eaton, MBA, PMP's Deutsche Bank Alex Brown Experience November 1992 - July 2001
Job Sr. IT Project Manager at Johnson Controls
Industry Automotive
Experience
Johnson Controls December 2005 - Present
York International May 2002 - December 2005
Deutsche Bank Alex. Brown November 1992 - July 2001
IT Consultant December 1990 - November 1992
Susquehanna Pfaltzgraff Co. June 1989 - December 1990
Metso 1989 - 1989
Skills
Integration, PMP, Business Analysis, Project Management, Management, IT Management, Requirements Gathering, PMO, IT Strategy, Process Improvement, Visio, Program Management, SDLC, Business Process, Business Process...
Education
Project Management Institute 2009 — 2009
PMP, PMP Certification
Leadership York 2004 — 2005
Loyola College in Maryland 1999 — 2002
MBA
Penn State University 1992 — 1997
MEd, Training and Development
York College of Pennsylvania 1986 — 1989
BS, Management and Information Systems
Learning Tree International
Learning Tree International
Johnson Controls December 2005 - Present
York International May 2002 - December 2005
Deutsche Bank Alex. Brown November 1992 - July 2001
IT Consultant December 1990 - November 1992
Susquehanna Pfaltzgraff Co. June 1989 - December 1990
Metso 1989 - 1989
Skills
Integration, PMP, Business Analysis, Project Management, Management, IT Management, Requirements Gathering, PMO, IT Strategy, Process Improvement, Visio, Program Management, SDLC, Business Process, Business Process...
Education
Project Management Institute 2009 — 2009
PMP, PMP Certification
Leadership York 2004 — 2005
Loyola College in Maryland 1999 — 2002
MBA
Penn State University 1992 — 1997
MEd, Training and Development
York College of Pennsylvania 1986 — 1989
BS, Management and Information Systems
Learning Tree International
Learning Tree International
Jeff Poling's Deutsche Bank Alex Brown Experience August 1998 - March 2003
Job Project Lead at T. Rowe Price
Industry Information Technology and Services
Experience
T. Rowe Price September 2012 - Present
T. Rowe Price 2005 - December 2012
Stanley Associates October 2003 - March 2005
Deutsche Bank Alex Brown August 1998 - March 2003
Education
University of Baltimore 2000 — 2003
MBA, Information Systems
University of Baltimore 1995 — 1997
Bachelor of Science, Business Adminstration
North County
T. Rowe Price September 2012 - Present
T. Rowe Price 2005 - December 2012
Stanley Associates October 2003 - March 2005
Deutsche Bank Alex Brown August 1998 - March 2003
Education
University of Baltimore 2000 — 2003
MBA, Information Systems
University of Baltimore 1995 — 1997
Bachelor of Science, Business Adminstration
North County
Brian Hogan's Deutsche Bank Alex Brown Experience June 1996 - November 2001
Job Business Development Executive Marsh Private Client Services
Industry Insurance
Experience
Marsh Private Client Services June 2014 - Present
Morgan Stanley November 2001 - October 2013
Deutsche Bank Alex Brown June 1996 - November 2001
Skills
Property & Casualty..., Business Development, Series 7, Series 63, Series 65, Management, Fixed Income, Financial Analysis, Relationship Management, Leadership, High Net Worth...
Education
Baldwin Wallace University
Bachelor of Arts (BA), Political Science
Bronxville High School
Marsh Private Client Services June 2014 - Present
Morgan Stanley November 2001 - October 2013
Deutsche Bank Alex Brown June 1996 - November 2001
Skills
Property & Casualty..., Business Development, Series 7, Series 63, Series 65, Management, Fixed Income, Financial Analysis, Relationship Management, Leadership, High Net Worth...
Education
Baldwin Wallace University
Bachelor of Arts (BA), Political Science
Bronxville High School
Keith Larkin's Deutsche Bank Alex Brown Experience October 2006 - September 2013
Job Financial Advisor, First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2013 - Present
Deutsche Bank Alex. Brown October 2006 - September 2013
Neuberger Berman February 2003 - October 2006
Skills
Investments, Asset Allocation, Finance, Hedge Funds, Equities, Securities, Alternative Investments, Fixed Income, Capital Markets, Retirement, Bonds, Valuation, Private Equity, Equity Derivatives, Wealth Management, Wealth Management...
Education
University of Arizona 1991 — 1995
Wells Fargo Advisors, LLC September 2013 - Present
Deutsche Bank Alex. Brown October 2006 - September 2013
Neuberger Berman February 2003 - October 2006
Skills
Investments, Asset Allocation, Finance, Hedge Funds, Equities, Securities, Alternative Investments, Fixed Income, Capital Markets, Retirement, Bonds, Valuation, Private Equity, Equity Derivatives, Wealth Management, Wealth Management...
Education
University of Arizona 1991 — 1995
Maggie Schiffer's Deutsche Bank Alex Brown Experience April 2000 - September 2004
Job Securities Compliance Management
Industry Financial Services
Experience
Securities Compliance Management May 2015 - Present
Morgan Stanley Wealth Management September 2012 - April 2015
Barclays August 2010 - April 2012
Oppenheimer & Co. Inc March 2009 - August 2010
Stanford Group Company January 2006 - February 2009
Bear, Stearns & Co. Inc January 2001 - September 2004
Deutsche Bank Alex Brown April 2000 - September 2004
Skills
Financial Advisory, FINRA, Forecasting, Series 24, Series 7, Securities, Series 63, Wealth Management, Asset Managment, Mutual Funds, Investment Advisory, Strategic Financial..., Equities, Banking, Fixed Income, Bloomberg, Investments, Insurance, Risk Management, Asset Allocation, Asset Management, Financial Analysis, Financial Services, Portfolio Management
Education
Clark University 1995 — 1999
Bachelor of Arts, Management
Securities Compliance Management May 2015 - Present
Morgan Stanley Wealth Management September 2012 - April 2015
Barclays August 2010 - April 2012
Oppenheimer & Co. Inc March 2009 - August 2010
Stanford Group Company January 2006 - February 2009
Bear, Stearns & Co. Inc January 2001 - September 2004
Deutsche Bank Alex Brown April 2000 - September 2004
Skills
Financial Advisory, FINRA, Forecasting, Series 24, Series 7, Securities, Series 63, Wealth Management, Asset Managment, Mutual Funds, Investment Advisory, Strategic Financial..., Equities, Banking, Fixed Income, Bloomberg, Investments, Insurance, Risk Management, Asset Allocation, Asset Management, Financial Analysis, Financial Services, Portfolio Management
Education
Clark University 1995 — 1999
Bachelor of Arts, Management
Kevin W. White's Deutsche Bank Alex Brown Experience May 2007 - Present
Job Intern at Deutsche Bank Alex. Brown
Industry Financial Services
Experience
Deutsche Bank Alex. Brown May 2007 - Present
Education
Philadelphia University 2006 — 2010
B.S., Finance
Deutsche Bank Alex. Brown May 2007 - Present
Education
Philadelphia University 2006 — 2010
B.S., Finance
Claressa Davis's Deutsche Bank Alex Brown Experience Analyst SpecialistWachovia1997 - 2005
Job Operations Specialist at Deutsche Bank Alex Brown
Industry Financial Services
Experience
Deutsche Bank Alex Brown Analyst SpecialistWachovia1997 - 2005
Education
High Point University 1997 — 2002
Deutsche Bank Alex Brown Analyst SpecialistWachovia1997 - 2005
Education
High Point University 1997 — 2002
Grant Yoder's Deutsche Bank Alex Brown Experience December 1996 - August 1998
Job Strategic Sales and Operations Executive | MultiChannel Focused
Industry Internet
Experience
FantasyDraft April 2014 - Present
Westover Technology Partners February 2014 - Present
Simplexity February 2012 - January 2014
Simplexity December 2007 - February 2012
InPhonic February 2000 - December 2007
EXE Technologies August 1998 - February 2000
Deutsche Bank Alex. Brown December 1996 - August 1998
Skills
E-commerce, Strategic Partnerships, Start-ups, Business Development, New Business Development, Strategy, Product Marketing, Digital Strategy, Customer Acquisition, Marketing, Management, Leadership, Direct Marketing, Mobile Devices, Competitive Analysis, Sales Management, Sales, SaaS, Product Management, Multi-channel Marketing, Lead Generation, Mobile Marketing, Go-to-market Strategy, Wireless, CRM, Analytics, Online Marketing, Cross-functional Team..., Product Development, Marketing Strategy, Client Services, Sports Marketing, Client Relationship..., Client Acquisition, Business Planning, Wireless Services, Business Strategy, Strategic Planning, Account Management, Consulting, Professional Services
Education
Penn State University 1991 — 1995
BS, Finance and International Business
Syracuse University 1995 — 1995
Study Abroad in Madrid Spain
FantasyDraft April 2014 - Present
Westover Technology Partners February 2014 - Present
Simplexity February 2012 - January 2014
Simplexity December 2007 - February 2012
InPhonic February 2000 - December 2007
EXE Technologies August 1998 - February 2000
Deutsche Bank Alex. Brown December 1996 - August 1998
Skills
E-commerce, Strategic Partnerships, Start-ups, Business Development, New Business Development, Strategy, Product Marketing, Digital Strategy, Customer Acquisition, Marketing, Management, Leadership, Direct Marketing, Mobile Devices, Competitive Analysis, Sales Management, Sales, SaaS, Product Management, Multi-channel Marketing, Lead Generation, Mobile Marketing, Go-to-market Strategy, Wireless, CRM, Analytics, Online Marketing, Cross-functional Team..., Product Development, Marketing Strategy, Client Services, Sports Marketing, Client Relationship..., Client Acquisition, Business Planning, Wireless Services, Business Strategy, Strategic Planning, Account Management, Consulting, Professional Services
Education
Penn State University 1991 — 1995
BS, Finance and International Business
Syracuse University 1995 — 1995
Study Abroad in Madrid Spain
Geoffrey Gill's Deutsche Bank Alex Brown Experience PresidentPandick Southeast1988 - 1990
Job Vice President UBS
Industry Financial Services
Experience
Deutsche Bank Alex Brown PresidentPandick Southeast1988 - 1990
Paine Webber 1981 - 1987
Education
Emory University - Goizueta Business School 1966 — 1967
MBA
Georgia Institute of Technology 1960 — 1964
BSIM, Management
Deutsche Bank Alex Brown PresidentPandick Southeast1988 - 1990
Paine Webber 1981 - 1987
Education
Emory University - Goizueta Business School 1966 — 1967
MBA
Georgia Institute of Technology 1960 — 1964
BSIM, Management
Aaron Anderson's Deutsche Bank Alex Brown Experience July 1996 - January 2005
Job Senior Vice President, Research/Investment Policy Committee Member at Fisher Investments
Industry Financial Services
Experience
Fisher Investments January 2011 - Present
Fisher Investments March 2006 - January 2011
Fisher Investments August 2008 - March 2009
Fisher Investments January 2005 - March 2006
Deutsche Bank Alex Brown July 1996 - January 2005
Education
University of San Francisco 2000 — 2002
BS, Applied Economics
University of California, Santa Barbara 1990 — 1995
BS, Geophysics
Fisher Investments January 2011 - Present
Fisher Investments March 2006 - January 2011
Fisher Investments August 2008 - March 2009
Fisher Investments January 2005 - March 2006
Deutsche Bank Alex Brown July 1996 - January 2005
Education
University of San Francisco 2000 — 2002
BS, Applied Economics
University of California, Santa Barbara 1990 — 1995
BS, Geophysics
Sharon Maher's Deutsche Bank Alex Brown Experience 1998 - 2003
Job Project Manager
Industry Information Technology and Services
Experience
Mycroft 2009 - Present
Deutsche Bank 2003 - 2008
Deutsche Bank Alex. Brown 1998 - 2003
Education
Loyola University Maryland 1995 — 1998
Mycroft 2009 - Present
Deutsche Bank 2003 - 2008
Deutsche Bank Alex. Brown 1998 - 2003
Education
Loyola University Maryland 1995 — 1998
Christina Morrison's Deutsche Bank Alex Brown Experience 1993 - 2002
Job SVP Finance at ARAMARK
Industry Pharmaceuticals
Experience
ARAMARK June 2013 - Present
Merck & Co., Inc. November 2009 - June 2013
Wyeth Pharmaceuticals June 2007 - October 2009
Wyeth 2005 - 2007
Alex. Brown & Sons June 1989 - December 2002
Deutsche Bank Securities 1993 - 2002
Deutsche Bank Alex. Brown 1993 - 2002
Education
The Tuck School of Business at Dartmouth 1991 — 1993
University of Pennsylvania - The Wharton School 1985 — 1989
BSEcon, Business
Milton Academy 1980 — 1985
HIgh School, High School
ARAMARK June 2013 - Present
Merck & Co., Inc. November 2009 - June 2013
Wyeth Pharmaceuticals June 2007 - October 2009
Wyeth 2005 - 2007
Alex. Brown & Sons June 1989 - December 2002
Deutsche Bank Securities 1993 - 2002
Deutsche Bank Alex. Brown 1993 - 2002
Education
The Tuck School of Business at Dartmouth 1991 — 1993
University of Pennsylvania - The Wharton School 1985 — 1989
BSEcon, Business
Milton Academy 1980 — 1985
HIgh School, High School
Christopher A. Feiss's Deutsche Bank Alex Brown Experience 1989 - 1999
Job Senior Vice President, Strategy and Finance at Compass Marketing Inc.
Industry Investment Banking
Experience
Compass Marketing Inc. February 2014 - Present
83 North Partners 2006 - Present
Oppenheimer & Co. 2008 - 2013
Alex. Brown Investment Management 1999 - 2006
Alex. Brown & Sons 1989 - 1999
Deutsche Bank Alex. Brown 1989 - 1999
Education
Colby College 1980 — 1985
Compass Marketing Inc. February 2014 - Present
83 North Partners 2006 - Present
Oppenheimer & Co. 2008 - 2013
Alex. Brown Investment Management 1999 - 2006
Alex. Brown & Sons 1989 - 1999
Deutsche Bank Alex. Brown 1989 - 1999
Education
Colby College 1980 — 1985
Liane Jones's Deutsche Bank Alex Brown Experience May 1996 - November 2001
Job Financial Advisor at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott August 2009 - Present
Smith Barney May 2001 - August 2009
Legg Mason May 2001 - February 2006
Deutsche Bank Alex Brown May 1996 - November 2001
Skills
Series 7, Series 63, Insurance, Series 65, Annuity, Fixed Annuities, Wealth Management, Retirement Planning, Investments, Personal Financial..., Finance, Financial Services, Stocks, Asset Allocation, Financial Planning, Retirement, Mutual Funds, Securities
Education
American University 1990 — 1993
Masters, International Communications/ Law
Miami University 1984 — 1988
Bachelor of Arts (B.A.), International/Global Studies
Langley High School
Janney Montgomery Scott August 2009 - Present
Smith Barney May 2001 - August 2009
Legg Mason May 2001 - February 2006
Deutsche Bank Alex Brown May 1996 - November 2001
Skills
Series 7, Series 63, Insurance, Series 65, Annuity, Fixed Annuities, Wealth Management, Retirement Planning, Investments, Personal Financial..., Finance, Financial Services, Stocks, Asset Allocation, Financial Planning, Retirement, Mutual Funds, Securities
Education
American University 1990 — 1993
Masters, International Communications/ Law
Miami University 1984 — 1988
Bachelor of Arts (B.A.), International/Global Studies
Langley High School
Michael Muntner's Deutsche Bank Alex Brown Experience June 1997 - June 1999
Job Managing Director CoHead of Americas Healthcare Investment Banking at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2000 - Present
Hanger Orthopedic Group July 1999 - July 2000
Deutsche Bank Alex Brown June 1997 - June 1999
Education
Penn State University 1993 — 1997
BS, Finance
Credit Suisse July 2000 - Present
Hanger Orthopedic Group July 1999 - July 2000
Deutsche Bank Alex Brown June 1997 - June 1999
Education
Penn State University 1993 — 1997
BS, Finance
Andrew McLoughlin's Deutsche Bank Alex Brown Experience 1997 - 2002
Job Vice President at Legg Mason
Industry Financial Services
Experience
Legg Mason February 2015 - Present
T. Rowe Price January 2013 - February 2015
ALTEN Industries, Inc. January 2006 - February 2013
Knox Consulting Group, LLC March 2008 - January 2013
Deutsche Bank Absolute Return Strategies October 2002 - December 2005
Deustche Banc Alex Brown 1997 - 2002
Deutsche Bank Alex Brown 1997 - 2002
The Fontaine Trust 1992 - 1997
Skills
Mutual Funds, Investments, Fund Accounting, Asset Management, Corporate Finance, Securities, Hedge Funds, Portfolio Management, Management Consulting, Strategic Financial..., Capital Markets, Equities, Financial Services, Fixed Income, Valuation, Private Equity, Due Diligence, Wealth Management, Derivatives, Financial Modeling, Risk Management, Asset Managment, Restructuring, Trading, Bloomberg, Financial Risk
Education
The Johns Hopkins University 1987 — 1991
B.A., Econ/Math
The Boys' Latin School of Maryland 1982 — 1987
Legg Mason February 2015 - Present
T. Rowe Price January 2013 - February 2015
ALTEN Industries, Inc. January 2006 - February 2013
Knox Consulting Group, LLC March 2008 - January 2013
Deutsche Bank Absolute Return Strategies October 2002 - December 2005
Deustche Banc Alex Brown 1997 - 2002
Deutsche Bank Alex Brown 1997 - 2002
The Fontaine Trust 1992 - 1997
Skills
Mutual Funds, Investments, Fund Accounting, Asset Management, Corporate Finance, Securities, Hedge Funds, Portfolio Management, Management Consulting, Strategic Financial..., Capital Markets, Equities, Financial Services, Fixed Income, Valuation, Private Equity, Due Diligence, Wealth Management, Derivatives, Financial Modeling, Risk Management, Asset Managment, Restructuring, Trading, Bloomberg, Financial Risk
Education
The Johns Hopkins University 1987 — 1991
B.A., Econ/Math
The Boys' Latin School of Maryland 1982 — 1987
Trey Christianson's Deutsche Bank Alex Brown Experience 2001 - 2003
Job Director, Investment Banking & Capital Markets, Wachovia Securities
Industry Investment Banking
Experience
Wells Fargo 2008 - Present
Wachovia, A Wells Fargo Company 2005 - 2008
Wachovia, A Wells Fargo Company 2003 - 2005
Deutsche Bank Alex. Brown 2001 - 2003
Skills
Private Equity, Investment Banking, Capital Markets, Corporate Finance, Mergers & Acquisitions, Equities, Leveraged Finance, Investments, IPO, Bonds, Finance, Strategy, Divestitures, Financial Advisory, Syndications, High Yield, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Portfolio Management
Education
Vanderbilt University - Owen Graduate School of Management 1999 — 2001
MBA, Finance, Accounting
Southern Methodist University 1989 — 1993
BA, Business Administration / Psychology / Religious Studies
Wells Fargo 2008 - Present
Wachovia, A Wells Fargo Company 2005 - 2008
Wachovia, A Wells Fargo Company 2003 - 2005
Deutsche Bank Alex. Brown 2001 - 2003
Skills
Private Equity, Investment Banking, Capital Markets, Corporate Finance, Mergers & Acquisitions, Equities, Leveraged Finance, Investments, IPO, Bonds, Finance, Strategy, Divestitures, Financial Advisory, Syndications, High Yield, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Portfolio Management
Education
Vanderbilt University - Owen Graduate School of Management 1999 — 2001
MBA, Finance, Accounting
Southern Methodist University 1989 — 1993
BA, Business Administration / Psychology / Religious Studies
Jan Kudrnac's Deutsche Bank Alex Brown Experience International Institutional SalesSoundView Technology GroupJune 2000 - October 2001
Job Sales Associate at Deutsche Bank Alex. Brown
Industry Financial Services
Experience
Deutsche Bank Alex. Brown International Institutional SalesSoundView Technology GroupJune 2000 - October 2001
Education
University of Bridgeport 2005 — 2007
MBA, General MBA
Hobart and William Smith Colleges 1996 — 2000
Deutsche Bank Alex. Brown International Institutional SalesSoundView Technology GroupJune 2000 - October 2001
Education
University of Bridgeport 2005 — 2007
MBA, General MBA
Hobart and William Smith Colleges 1996 — 2000
Gaurang Dave's Deutsche Bank Alex Brown Experience 2001 - 2003
Job Contracts Manager (Federal Contracts Group) at Deloitte
Industry Information Technology and Services
Experience
Deloitte April 2013 - Present
Open Text Corp February 2007 - April 2013
Sun Microsystems (formerly Storage Tek) 2003 - 2007
Deutsche Bank Alex Brown 2001 - 2003
Skills
Enterprise Software, Professional Services, Business Analysis, Process Improvement, Strategy, Contract Negotiation, Strategic Partnerships, Program Management
Education
University of Baltimore
Finance
Deloitte April 2013 - Present
Open Text Corp February 2007 - April 2013
Sun Microsystems (formerly Storage Tek) 2003 - 2007
Deutsche Bank Alex Brown 2001 - 2003
Skills
Enterprise Software, Professional Services, Business Analysis, Process Improvement, Strategy, Contract Negotiation, Strategic Partnerships, Program Management
Education
University of Baltimore
Finance
Gary Lessing's Deutsche Bank Alex Brown Experience 1987 - 2001
Job LG Capital Management
Industry Financial Services
Experience
LG Capital Management 2013 - Present
England & Company 2012 - 2013
Corridor Pharmaceuticals 2007 - 2012
Arginetix,Inc. 2007 - 2010
Topigen Inc. 2005 - 2010
Avalon Pharmaceuticals 2001 - 2007
Deutsche Bank Alex. Brown 1987 - 2001
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance
The Johns Hopkins University 1983 — 1987
MSE/BA, Applied Mathematics
LG Capital Management 2013 - Present
England & Company 2012 - 2013
Corridor Pharmaceuticals 2007 - 2012
Arginetix,Inc. 2007 - 2010
Topigen Inc. 2005 - 2010
Avalon Pharmaceuticals 2001 - 2007
Deutsche Bank Alex. Brown 1987 - 2001
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance
The Johns Hopkins University 1983 — 1987
MSE/BA, Applied Mathematics
Jonathan LaCalle's Deutsche Bank Alex Brown Experience 1995 - 2005
Job ETF Trading JPMorgan
Industry Investment Banking
Experience
JPMorgan August 2005 - Present
Deutsche Bank, Alex Brown 1995 - 2005
Education
University of Pennsylvania
JPMorgan August 2005 - Present
Deutsche Bank, Alex Brown 1995 - 2005
Education
University of Pennsylvania
Charles Corpening's Deutsche Bank Alex Brown Experience 1993 - Present
Job Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank December 1993 - Present
Deutsche Bank Alex. Brown 1993 - Present
Deutsche Bank 1993 - Present
First Union 1988 - 1993
RBC Centura 1986 - 1988
Skills
Alternative Investments, Asset Management, Business Strategy, Leadership, Investments, Mutual Funds, Strategy, Private Equity, Investment Banking, Equities, Private Placements, Retirement Planning, 401k, Pensions, Wealth Management, Finance, Risk Management, Strategic Planning, Management
Education
University of Pennsylvania - The Wharton School 2000 — 2003
Bachelor of Business Administration (BBA), Securities Industry Institute
Campbell University 1982 — 1986
Bachelor of Business Administration (BBA), Trust Management
Ravenscroft School 1970 — 1982
AGI Center for Behavioral Finance
Certified Behavioral Finance Analyst
Deutsche Bank December 1993 - Present
Deutsche Bank Alex. Brown 1993 - Present
Deutsche Bank 1993 - Present
First Union 1988 - 1993
RBC Centura 1986 - 1988
Skills
Alternative Investments, Asset Management, Business Strategy, Leadership, Investments, Mutual Funds, Strategy, Private Equity, Investment Banking, Equities, Private Placements, Retirement Planning, 401k, Pensions, Wealth Management, Finance, Risk Management, Strategic Planning, Management
Education
University of Pennsylvania - The Wharton School 2000 — 2003
Bachelor of Business Administration (BBA), Securities Industry Institute
Campbell University 1982 — 1986
Bachelor of Business Administration (BBA), Trust Management
Ravenscroft School 1970 — 1982
AGI Center for Behavioral Finance
Certified Behavioral Finance Analyst
Kristen Hohman's Deutsche Bank Alex Brown Experience 1991 - 2003
Job Volunteer, Mother, Cook, Chauffeur, Counselor, DogWalker
Industry Information Technology and Services
Experience
Stone Ridge School of the Sacred Heart February 2014 - March 2015
Bethesda Country Club September 2010 - July 2014
Triad Technology Partners June 2009 - January 2014
Triad Technology Partners June 2009 - April 2013
Triad Technology Partners 2009 - 2011
Locust Hill Citizens Association October 2006 - October 2010
Alex. Brown/ Deutsche Bank July 1991 - May 2003
Deutsche Bank Alex. Brown 1991 - 2003
Alex. Brown & Sons 1991 - 1999
Skills
Project Management, Venture Capital, Vendor Management, Private Equity, Institutional Sales, Sales Presentations, Strategic Human..., Strategic Planning, Equities, public speaking, Multi-state Payroll..., Compensation & Benefits..., Insurance, Business Development, Business Process, Business Process..., Cloud Computing, CRM, Employee Benefits, Human Resources, Enterprise Architecture, Integration, Investments, Leadership, Management, Start-ups, Recruiting, Strategy, Fundraising, Public Speaking, Professional Services, Management Consulting, Program Management
Education
The George Washington University - School of Business 1998 — 1999
MBA
Duke University 1987 — 1991
AB
Stone Ridge School of the Sacred Heart February 2014 - March 2015
Bethesda Country Club September 2010 - July 2014
Triad Technology Partners June 2009 - January 2014
Triad Technology Partners June 2009 - April 2013
Triad Technology Partners 2009 - 2011
Locust Hill Citizens Association October 2006 - October 2010
Alex. Brown/ Deutsche Bank July 1991 - May 2003
Deutsche Bank Alex. Brown 1991 - 2003
Alex. Brown & Sons 1991 - 1999
Skills
Project Management, Venture Capital, Vendor Management, Private Equity, Institutional Sales, Sales Presentations, Strategic Human..., Strategic Planning, Equities, public speaking, Multi-state Payroll..., Compensation & Benefits..., Insurance, Business Development, Business Process, Business Process..., Cloud Computing, CRM, Employee Benefits, Human Resources, Enterprise Architecture, Integration, Investments, Leadership, Management, Start-ups, Recruiting, Strategy, Fundraising, Public Speaking, Professional Services, Management Consulting, Program Management
Education
The George Washington University - School of Business 1998 — 1999
MBA
Duke University 1987 — 1991
AB
Carol Heuer's Deutsche Bank Alex Brown Experience 1996 - 2003
Job Sr. Director, PMO Portfolio Management at CareFirst BlueCross BlueShield of Maryland
Industry Insurance
Experience
CareFirst BlueCross BlueShield of Maryland October 2011 - Present
CareFirst BlueCross BlueShield January 2005 - January 2012
CareFirst 2005 - 2008
Carefirst Bluecross blueshield 2003 - 2008
CareFirst BlueCross BlueShield 2003 - 2008
CareFirst 2003 - 2008
CareFirst BlueCross BlueShield September 2003 - January 2005
Deutsche Bank July 1996 - April 2003
Deutsche Bank Alex. Brown 1996 - 2003
Deutsche Bank 1996 - 2003
Skills
Project Delivery, Governance, Financial Risk, PMO, Project Portfolio..., SDLC, Vendor Management, IT Strategy, Software Project..., Business Process, Business Analysis, PMP, Resource Management, Project Management, Agile Methodologies, Program Management, Executive Management, Requirements Analysis, Solution Architecture, Requirements Gathering, Requirements Management, Agile Project Management, Information Technology, MS Project, Certified Project..., Change Management, Business Intelligence, Process Improvement, Enterprise Architecture, Portfolio Management, IT Management, SharePoint, Business Requirements, Process Engineering, Disaster Recovery, Cross-functional Team..., Management, SOA, Healthcare Information..., Banking, Management Consulting, Visio, Risk Management, Business Process..., CMMI, Systems Analysis, Software Development, Data Warehousing, Integration
Education
Sellinger School of Business 1998 — 1999
Certificate, Business
Loyola College in Maryland 1978 — 1985
Bachelor of Science, Computer Science
CareFirst BlueCross BlueShield of Maryland October 2011 - Present
CareFirst BlueCross BlueShield January 2005 - January 2012
CareFirst 2005 - 2008
Carefirst Bluecross blueshield 2003 - 2008
CareFirst BlueCross BlueShield 2003 - 2008
CareFirst 2003 - 2008
CareFirst BlueCross BlueShield September 2003 - January 2005
Deutsche Bank July 1996 - April 2003
Deutsche Bank Alex. Brown 1996 - 2003
Deutsche Bank 1996 - 2003
Skills
Project Delivery, Governance, Financial Risk, PMO, Project Portfolio..., SDLC, Vendor Management, IT Strategy, Software Project..., Business Process, Business Analysis, PMP, Resource Management, Project Management, Agile Methodologies, Program Management, Executive Management, Requirements Analysis, Solution Architecture, Requirements Gathering, Requirements Management, Agile Project Management, Information Technology, MS Project, Certified Project..., Change Management, Business Intelligence, Process Improvement, Enterprise Architecture, Portfolio Management, IT Management, SharePoint, Business Requirements, Process Engineering, Disaster Recovery, Cross-functional Team..., Management, SOA, Healthcare Information..., Banking, Management Consulting, Visio, Risk Management, Business Process..., CMMI, Systems Analysis, Software Development, Data Warehousing, Integration
Education
Sellinger School of Business 1998 — 1999
Certificate, Business
Loyola College in Maryland 1978 — 1985
Bachelor of Science, Computer Science
Barbara Ryan's Deutsche Bank Alex Brown Experience April 1992 - September 2012
Job Partner at Clermont Partners
Industry Pharmaceuticals
Experience
Clermont Partners January 2015 - Present
FTI Consulting March 2013 - December 2014
Barbara Ryan Advisors October 2012 - March 2013
Deutsche Bank Securities April 1994 - September 2012
Deutsche Bank February 1994 - September 2012
Deutsche Bank Alex. Brown April 1992 - September 2012
Alex. Brown & Sons 1992 - 1999
Prudential Securities 1990 - 1992
Bear Stearns June 1981 - January 1990
Skills
Investment Banking, Investments, Investor Relations, Valuation, Mergers, Portfolio Management, Equities, Private Equity, Venture Capital, Capital Markets, Strategy, Vision, Asset Management, Corporate Development, Business Planning, Business Strategy, Competitive Analysis, Corporate Communications, Corporate Finance, Finance, Financial Markets, Financial Modeling, Hedge Funds, M, Management, Series 63, Series 7, Start-ups, Strategic Communications, Equity Research, Due Diligence, Financial Analysis, Strategic Planning, Restructuring, Business Development, Pharmaceutical Industry, International M, Lead Generation, Mergers, Negotiation, Skilled Multi-tasker, Mergers & Acquisitions
Education
University of Massachusetts, Amherst 1977 — 1981
finance, Finance, Economics
Greenwich High School 1974 — 1977
Clermont Partners January 2015 - Present
FTI Consulting March 2013 - December 2014
Barbara Ryan Advisors October 2012 - March 2013
Deutsche Bank Securities April 1994 - September 2012
Deutsche Bank February 1994 - September 2012
Deutsche Bank Alex. Brown April 1992 - September 2012
Alex. Brown & Sons 1992 - 1999
Prudential Securities 1990 - 1992
Bear Stearns June 1981 - January 1990
Skills
Investment Banking, Investments, Investor Relations, Valuation, Mergers, Portfolio Management, Equities, Private Equity, Venture Capital, Capital Markets, Strategy, Vision, Asset Management, Corporate Development, Business Planning, Business Strategy, Competitive Analysis, Corporate Communications, Corporate Finance, Finance, Financial Markets, Financial Modeling, Hedge Funds, M, Management, Series 63, Series 7, Start-ups, Strategic Communications, Equity Research, Due Diligence, Financial Analysis, Strategic Planning, Restructuring, Business Development, Pharmaceutical Industry, International M, Lead Generation, Mergers, Negotiation, Skilled Multi-tasker, Mergers & Acquisitions
Education
University of Massachusetts, Amherst 1977 — 1981
finance, Finance, Economics
Greenwich High School 1974 — 1977
Donald Notman's Deutsche Bank Alex Brown Experience 1994 - 2003
Job Senior Vice President and CFO at Thrasos Therapeutics
Industry Financial Services
Experience
Thrasos Therapeutics May 2014 - Present
Leerink Swann LLC 2005 - March 2013
Jefferies Broadview 2003 - 2005
Deutsche Bank Alex. Brown 1994 - 2003
Comdisco Ventures 1992 - 1994
SmartPets, Inc. 1989 - 1992
Aegis Venture Funds 1988 - 1989
Chemical Bank 1983 - 1986
Skills
Private Placements, Venture Capital, Investment Banking, Private Equity, Equities, Hedge Funds, Corporate Development, Valuation, Capital Markets, Equity Research, Series 7, Alternative Investments, Investments, Mergers, Corporate Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1986 — 1988
MBA
Middlebury College 1978 — 1982
BA, Economics
Thrasos Therapeutics May 2014 - Present
Leerink Swann LLC 2005 - March 2013
Jefferies Broadview 2003 - 2005
Deutsche Bank Alex. Brown 1994 - 2003
Comdisco Ventures 1992 - 1994
SmartPets, Inc. 1989 - 1992
Aegis Venture Funds 1988 - 1989
Chemical Bank 1983 - 1986
Skills
Private Placements, Venture Capital, Investment Banking, Private Equity, Equities, Hedge Funds, Corporate Development, Valuation, Capital Markets, Equity Research, Series 7, Alternative Investments, Investments, Mergers, Corporate Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1986 — 1988
MBA
Middlebury College 1978 — 1982
BA, Economics
Lois Arreguin's Deutsche Bank Alex Brown Experience July 1978 - November 2002
Job CSA
Industry Financial Services
Experience
Barclays May 2015 - Present
GenSpring Family Offices November 2002 - December 2014
Deutsche Bank Alex Brown July 1978 - November 2002
Education
Towson University 1976 — 1978
English, Psychology
Barclays May 2015 - Present
GenSpring Family Offices November 2002 - December 2014
Deutsche Bank Alex Brown July 1978 - November 2002
Education
Towson University 1976 — 1978
English, Psychology
Cheryl Nobusada's Deutsche Bank Alex Brown Experience June 1995 - December 2009
Job Director of Finance Operations at Lending Club
Industry Financial Services
Experience
Lending Club May 2013 - Present
Artis Capital Management February 2010 - May 2013
Deutsche Bank Alex. Brown June 1995 - December 2009
Skills
Hedge Funds, Series 63
Education
UC Santa Barbara
Lending Club May 2013 - Present
Artis Capital Management February 2010 - May 2013
Deutsche Bank Alex. Brown June 1995 - December 2009
Skills
Hedge Funds, Series 63
Education
UC Santa Barbara
Ted Sheehan's Deutsche Bank Alex Brown Experience March 2007 - Present
Job Director, Deutsche Bank Alex. Brown
Industry Financial Services
Experience
Deutsche Bank Alex. Brown March 2007 - Present
Morgan Stanley April 1998 - March 2007
Harte, Carucci & Driscoll January 1995 - April 1998
Education
University of Massachusetts Lowell 1987 — 1990
BS, Accounting
Deutsche Bank Alex. Brown March 2007 - Present
Morgan Stanley April 1998 - March 2007
Harte, Carucci & Driscoll January 1995 - April 1998
Education
University of Massachusetts Lowell 1987 — 1990
BS, Accounting
Dayna May's Deutsche Bank Alex Brown Experience January 2012 - June 2012
Job Supervisory Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Securities May 2014 - Present
J.P. Morgan Securities January 2013 - May 2014
J.P. Morgan June 2012 - January 2013
Deutsche Bank Alex Brown January 2012 - June 2012
Deutsche Bank Alex Brown November 2004 - December 2011
Fidelity Investments August 2004 - November 2004
Wachovia Securities Financial Network March 2003 - August 2004
Morgan Stanley Dean Witter May 2001 - October 2002
Skills
Bonds, Wealth Management, Securities, Asset Management, Microsoft Excel, Financial Analysis, Hedge Funds, Investments, Portfolio Management, PowerPoint, Series 7, Financial Modeling
Education
The University of Georgia 1999 — 2001
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Georgia State University 1997 — 1998
J.P. Morgan Securities May 2014 - Present
J.P. Morgan Securities January 2013 - May 2014
J.P. Morgan June 2012 - January 2013
Deutsche Bank Alex Brown January 2012 - June 2012
Deutsche Bank Alex Brown November 2004 - December 2011
Fidelity Investments August 2004 - November 2004
Wachovia Securities Financial Network March 2003 - August 2004
Morgan Stanley Dean Witter May 2001 - October 2002
Skills
Bonds, Wealth Management, Securities, Asset Management, Microsoft Excel, Financial Analysis, Hedge Funds, Investments, Portfolio Management, PowerPoint, Series 7, Financial Modeling
Education
The University of Georgia 1999 — 2001
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Georgia State University 1997 — 1998
Fred Eisenbrandt's Deutsche Bank Alex Brown Experience 1991 - 2000
Job Chief Operating Officer at Smart Home Services LLC
Industry Construction
Experience
Smart Home Services LLC November 2011 - Present
Morgan Stanley November 2008 - July 2010
Deutsche Bank Securities August 1991 - March 2008
Deutsche Bank 1999 - 2008
Deutsche Bank Alex. Brown 1991 - 2000
BT Alex Brown 1997 - 1999
Alex. Brown 1984 - 1997
Alex. Brown & Sons 1984 - 1997
Skills
Equities, Series 7, Financial Services, Equity Capital Markets, Marketing, Asset Management, Investments, Capital Markets, Investment Banking
Education
University of Pennsylvania 1971 — 1974
BA, Economics
St. Paul's Brooklandville
Smart Home Services LLC November 2011 - Present
Morgan Stanley November 2008 - July 2010
Deutsche Bank Securities August 1991 - March 2008
Deutsche Bank 1999 - 2008
Deutsche Bank Alex. Brown 1991 - 2000
BT Alex Brown 1997 - 1999
Alex. Brown 1984 - 1997
Alex. Brown & Sons 1984 - 1997
Skills
Equities, Series 7, Financial Services, Equity Capital Markets, Marketing, Asset Management, Investments, Capital Markets, Investment Banking
Education
University of Pennsylvania 1971 — 1974
BA, Economics
St. Paul's Brooklandville
Clay Weisenberg's Deutsche Bank Alex Brown Experience 2001 - 2001
Job Business Applications Analyst at Wilmington Trust
Industry Banking
Experience
Wilmington Trust April 2007 - Present
First Data Corporation October 2002 - March 2007
Deutsche Bank Alex Brown 2001 - 2001
Skills
Base24, HP NonStop, Crystal Reports, Great Plains, System Administration, User Acceptance Testing, System Integration..., End-to-end Testing, Software Project..., eRoom, Data Center Relocation, Operations, Troubleshooting, Problem Solving, Critical Thinking, Software Implementation, Regression Testing, System Testing, Test Planning, Test Execution, Test Cases, Integration Testing, Software Installation, Software Quality..., Desktop Support, System Enhancements, Business Analysis, Visio, Production Support, Data Center, SharePoint, Technical Support, Process Improvement, Disaster Recovery, Integration, Software Documentation, Requirements Gathering
Education
Frostburg State University 1998 — 2002
Finance, Finance, Computer Science
Wilmington Trust April 2007 - Present
First Data Corporation October 2002 - March 2007
Deutsche Bank Alex Brown 2001 - 2001
Skills
Base24, HP NonStop, Crystal Reports, Great Plains, System Administration, User Acceptance Testing, System Integration..., End-to-end Testing, Software Project..., eRoom, Data Center Relocation, Operations, Troubleshooting, Problem Solving, Critical Thinking, Software Implementation, Regression Testing, System Testing, Test Planning, Test Execution, Test Cases, Integration Testing, Software Installation, Software Quality..., Desktop Support, System Enhancements, Business Analysis, Visio, Production Support, Data Center, SharePoint, Technical Support, Process Improvement, Disaster Recovery, Integration, Software Documentation, Requirements Gathering
Education
Frostburg State University 1998 — 2002
Finance, Finance, Computer Science
Christopher Frank's Deutsche Bank Alex Brown Experience 2005 - 2012
Job Chairman & CoCEO at Bonk Breaker
Industry Financial Services
Experience
Bonk Breaker 2012 - Present
The Children's Bureau 2003 - 2013
Deutsche Bank Alex. Brown 2005 - 2012
Bank of America 2003 - 2005
Morgan Stanley 1992 - 2003
Skills
Venture Capital, Hedge Funds, Banking, Equities, Investment Banking, Mergers, Mergers & Acquisitions, Financial Services, Alternative Investments, Private Equity, Wealth Management, Business Strategy, Investment Advisory, Corporate Development, Asset Management, Emerging Markets
Education
University of California, Los Angeles - The Anderson School of Management 1997 — 1999
MBA
University of California, Los Angeles
BA, Economics
Bonk Breaker 2012 - Present
The Children's Bureau 2003 - 2013
Deutsche Bank Alex. Brown 2005 - 2012
Bank of America 2003 - 2005
Morgan Stanley 1992 - 2003
Skills
Venture Capital, Hedge Funds, Banking, Equities, Investment Banking, Mergers, Mergers & Acquisitions, Financial Services, Alternative Investments, Private Equity, Wealth Management, Business Strategy, Investment Advisory, Corporate Development, Asset Management, Emerging Markets
Education
University of California, Los Angeles - The Anderson School of Management 1997 — 1999
MBA
University of California, Los Angeles
BA, Economics
John Edrington's Deutsche Bank Alex Brown Experience August 2004 - August 2010
Job Director at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank August 2010 - Present
Deutsche Bank Alex. Brown August 2004 - August 2010
Bernstein Global Wealth Management September 1998 - August 2004
Skills
Investments, Wealth Management, Mortgage Lending, Banking, Real Estate, Asset Managment, Asset Management, Equities, Valuation
Education
Baylor University 1974 — 1978
BBA, Finance
Citi Private Bank August 2010 - Present
Deutsche Bank Alex. Brown August 2004 - August 2010
Bernstein Global Wealth Management September 1998 - August 2004
Skills
Investments, Wealth Management, Mortgage Lending, Banking, Real Estate, Asset Managment, Asset Management, Equities, Valuation
Education
Baylor University 1974 — 1978
BBA, Finance
Mark W. Namvary, CFP®'s Deutsche Bank Alex Brown Experience February 1992 - July 2002
Job First Vice President Wealth Management at UBS Financial Services Inc.
Industry Investment Management
Experience
UBS Financial Services Inc. July 2002 - Present
Deutsche Bank Alex. Brown February 1992 - July 2002
Education
University of Delaware - Lerner College of Business and Economics
BS, Economics
UBS Financial Services Inc. July 2002 - Present
Deutsche Bank Alex. Brown February 1992 - July 2002
Education
University of Delaware - Lerner College of Business and Economics
BS, Economics
Elizabeth A. Murry's Deutsche Bank Alex Brown Experience February 2004 - April 2007
Job Management Consultant at Ernst & Young
Industry Management Consulting
Experience
EY September 2012 - Present
RBC Wealth Management March 2008 - August 2012
Morgan Stanley April 2007 - March 2008
Deutsche Bank Alex. Brown February 2004 - April 2007
A.G. Edwards & Sons, Inc. September 2001 - February 2004
NASDAQ June 2000 - August 2000
Education
Duke University - The Fuqua School of Business 2010 — 2011
Master of Business Administration (MBA)
Holton-Arms
High School
University of North Carolina at Chapel Hill
Kenan Flagler Business School
EY September 2012 - Present
RBC Wealth Management March 2008 - August 2012
Morgan Stanley April 2007 - March 2008
Deutsche Bank Alex. Brown February 2004 - April 2007
A.G. Edwards & Sons, Inc. September 2001 - February 2004
NASDAQ June 2000 - August 2000
Education
Duke University - The Fuqua School of Business 2010 — 2011
Master of Business Administration (MBA)
Holton-Arms
High School
University of North Carolina at Chapel Hill
Kenan Flagler Business School
James Marks's Deutsche Bank Alex Brown Experience 1998 - 1999
Job President at The Marks Group
Industry Internet
Experience
The Marks Group July 2013 - Present
Keystone Risk Partners 2002 - Present
WineAccess January 2013 - July 2013
Marks Baughan & Co. 2004 - January 2013
Belzberg Technologies 2001 - 2002
Credit Suisse First Boston 1999 - 2001
Deutsche Bank Alex Brown 1998 - 1999
Credit Suisse First Boston 1996 - 1998
Sutro & Co. 1993 - 1996
SNL Financial 1987 - 1993
Skills
Investment Banking, Equities, Corporate Development, Financial Services, Mergers
Education
Swarthmore College 1980 — 1985
BA, Art History
Harriton
Harriton
The Marks Group July 2013 - Present
Keystone Risk Partners 2002 - Present
WineAccess January 2013 - July 2013
Marks Baughan & Co. 2004 - January 2013
Belzberg Technologies 2001 - 2002
Credit Suisse First Boston 1999 - 2001
Deutsche Bank Alex Brown 1998 - 1999
Credit Suisse First Boston 1996 - 1998
Sutro & Co. 1993 - 1996
SNL Financial 1987 - 1993
Skills
Investment Banking, Equities, Corporate Development, Financial Services, Mergers
Education
Swarthmore College 1980 — 1985
BA, Art History
Harriton
Harriton
Dana Godfrey Powers's Deutsche Bank Alex Brown Experience 1989 - 2003
Job
Industry Investment Banking
Experience
Self September 2014 - Present
In the Pink November 2008 - September 2012
Deutsche Bank Alex Brown 1989 - 2003
Alex. Brown & Sons, Inc. 1989 - 1997
Skills
Series 8, Series 10, Investments, Investment Banking, Series 63, Securities, Series 7, Equities, Hedge Funds, Mutual Funds, Trading, FINRA, Strategic Planning, Banking, Series 65, Capital Markets, Investment Advisory, Asset Management, Private Equity, Alternative Investments, Retail Marketing, Cancer support
Education
Goldey-Beacom College 1985 — 1990
BS, Finance Magement
Self September 2014 - Present
In the Pink November 2008 - September 2012
Deutsche Bank Alex Brown 1989 - 2003
Alex. Brown & Sons, Inc. 1989 - 1997
Skills
Series 8, Series 10, Investments, Investment Banking, Series 63, Securities, Series 7, Equities, Hedge Funds, Mutual Funds, Trading, FINRA, Strategic Planning, Banking, Series 65, Capital Markets, Investment Advisory, Asset Management, Private Equity, Alternative Investments, Retail Marketing, Cancer support
Education
Goldey-Beacom College 1985 — 1990
BS, Finance Magement
Peter Tortorici's Deutsche Bank Alex Brown Experience 2010 - 2012
Job Vice President at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. 2012 - Present
Deutsche Bank Alex. Brown 2010 - 2012
Multiple Organics 2009 - 2010
BlackRock 2002 - 2008
Deutsche Bank 2000 - 2002
Education
Fairfield University 1996 — 2000
Bachelor of Science (BS), Charles F. Dolan School of Business
Universita di Lorenzo de Medici 1998 — 1999
International Marketing, Art History
UBS Financial Services, Inc. 2012 - Present
Deutsche Bank Alex. Brown 2010 - 2012
Multiple Organics 2009 - 2010
BlackRock 2002 - 2008
Deutsche Bank 2000 - 2002
Education
Fairfield University 1996 — 2000
Bachelor of Science (BS), Charles F. Dolan School of Business
Universita di Lorenzo de Medici 1998 — 1999
International Marketing, Art History
Stacy Landsman's Deutsche Bank Alex Brown Experience June 1998 - February 2000
Job Senior Compliance Officer at Brown Advisory
Industry Investment Management
Experience
Brown Advisory January 2011 - Present
Cavanaugh Capital Management January 2009 - December 2010
Legg Mason Capital Management April 2002 - October 2008
JMI Equity Fund February 2000 - March 2002
Deutsche Bank Alex. Brown June 1998 - February 2000
Education
Loyola University Maryland 2004 — 2006
M.S.F., Finance
University of Maryland - Robert H. Smith School of Business 1994 — 1998
B.S., Finance & International Business
Brown Advisory January 2011 - Present
Cavanaugh Capital Management January 2009 - December 2010
Legg Mason Capital Management April 2002 - October 2008
JMI Equity Fund February 2000 - March 2002
Deutsche Bank Alex. Brown June 1998 - February 2000
Education
Loyola University Maryland 2004 — 2006
M.S.F., Finance
University of Maryland - Robert H. Smith School of Business 1994 — 1998
B.S., Finance & International Business
Jay Riley's Deutsche Bank Alex Brown Experience 1984 - 2004
Job Managing Partner at Barton Investment Management LLC
Industry Investment Management
Experience
Barton Investment Management July 2006 - Present
Deutsche Bank Alex. Brown 1984 - 2004
Kidder Peabody May 1970 - April 1984
Education
University of Pennsylvania - The Wharton School 1966 — 1970
BS econ, Finance
Barton Investment Management July 2006 - Present
Deutsche Bank Alex. Brown 1984 - 2004
Kidder Peabody May 1970 - April 1984
Education
University of Pennsylvania - The Wharton School 1966 — 1970
BS econ, Finance
Richard A. Vinci's Deutsche Bank Alex Brown Experience 1996 - 1998
Job Vice President at Mutual of Omaha
Industry Investment Management
Experience
Mutual of Omaha 2010 - Present
First National 2007 - 2010
Luminosity Advisors LLC 1999 - 2010
Newbury Piret & Company Investment Bankers 2001 - 2007
Daiwa Securities SMBC Co. Ltd. 1998 - 2001
Deutsche Bank Alex. Brown 1996 - 1998
Skills
Business Strategy, Certified Review..., Series 24, Series 7, Series 22, Series 63, Series 62, Mergers, New Business Development, Strategy Development, Marketing Strategy, Business Management, Financial Management, Real Estate Investment, Real Estate Finance, Acquisition Integration, Private Equity, Investment Advisory, Investment Banking, Alternative Investments, International Business, Investment Properties, Investment Products, Private Banking, Wealth Management, Corporate Finance, Venture Capital, Corporate Development, Capital Markets, Capital Management, Acquisitions, Fixed Income, Investment Management, Private Placements, Investments, Strategy, Mergers & Acquisitions, Management, Valuation, Financial Modeling, Real Estate, Insurance, Finance, Asset Management, Financial Services, Executive Management, Portfolio Management, Equities, Banking, Trading
Education
Georgetown University - The McDonough School of Business 1994 — 1996
Master of Business Administration (M.B.A.), International Business, 3.85 out of 4.0
Creighton University 2013 — 2016
Doctor of Education (Ed.D.), Interdisiplinary Leadership, 3.95 out of 4.0
University of London 2004 — 2006
Post Graduate Studies - MSc Programme, Financial Management - Centre for Financial & Management Studies
University of Michigan
Bachelor's Degree, Dual Major - Management & Organizations - Real Estate Finance and Investments, 4.0
Grosse Pointe South High School
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, 4.0
Mutual of Omaha 2010 - Present
First National 2007 - 2010
Luminosity Advisors LLC 1999 - 2010
Newbury Piret & Company Investment Bankers 2001 - 2007
Daiwa Securities SMBC Co. Ltd. 1998 - 2001
Deutsche Bank Alex. Brown 1996 - 1998
Skills
Business Strategy, Certified Review..., Series 24, Series 7, Series 22, Series 63, Series 62, Mergers, New Business Development, Strategy Development, Marketing Strategy, Business Management, Financial Management, Real Estate Investment, Real Estate Finance, Acquisition Integration, Private Equity, Investment Advisory, Investment Banking, Alternative Investments, International Business, Investment Properties, Investment Products, Private Banking, Wealth Management, Corporate Finance, Venture Capital, Corporate Development, Capital Markets, Capital Management, Acquisitions, Fixed Income, Investment Management, Private Placements, Investments, Strategy, Mergers & Acquisitions, Management, Valuation, Financial Modeling, Real Estate, Insurance, Finance, Asset Management, Financial Services, Executive Management, Portfolio Management, Equities, Banking, Trading
Education
Georgetown University - The McDonough School of Business 1994 — 1996
Master of Business Administration (M.B.A.), International Business, 3.85 out of 4.0
Creighton University 2013 — 2016
Doctor of Education (Ed.D.), Interdisiplinary Leadership, 3.95 out of 4.0
University of London 2004 — 2006
Post Graduate Studies - MSc Programme, Financial Management - Centre for Financial & Management Studies
University of Michigan
Bachelor's Degree, Dual Major - Management & Organizations - Real Estate Finance and Investments, 4.0
Grosse Pointe South High School
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, 4.0
Theresa Durnbaugh's Deutsche Bank Alex Brown Experience July 2008 - March 2009
Job Financial Services Professional
Industry Financial Services
Experience
Deutsche Bank Alex Brown July 2008 - March 2009
Smith Barney April 2004 - July 2008
Legg Mason February 2001 - April 2004
Corporate Executive Board October 1999 - December 2000
Education
University of Dayton 1995 — 1999
BA, Communications Management
Our Lady of Good Counsel
Deutsche Bank Alex Brown July 2008 - March 2009
Smith Barney April 2004 - July 2008
Legg Mason February 2001 - April 2004
Corporate Executive Board October 1999 - December 2000
Education
University of Dayton 1995 — 1999
BA, Communications Management
Our Lady of Good Counsel
Douglas Sanders's Deutsche Bank Alex Brown Experience September 1999 - May 2008
Job Senior Vice PresidentWealth Management UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services May 2008 - Present
Deutsche Bank Alex Brown September 1999 - May 2008
BT-Alex Brown October 1997 - September 1999
Alex Brown & Sons April 1983 - October 1997
Education
Babson College 1980 — 1982
MBA, Finance
Bentley University 1977 — 1979
BS
Bryant University 1975 — 1977
Finance
UBS Financial Services May 2008 - Present
Deutsche Bank Alex Brown September 1999 - May 2008
BT-Alex Brown October 1997 - September 1999
Alex Brown & Sons April 1983 - October 1997
Education
Babson College 1980 — 1982
MBA, Finance
Bentley University 1977 — 1979
BS
Bryant University 1975 — 1977
Finance
Brian Rice's Deutsche Bank Alex Brown Experience 1997 - 2001
Job
Industry Financial Services
Experience
Highland Capital Management, L.P. December 2011 - Present
Investcorp 2010 - December 2011
Atlantic Investment 2007 - 2009
Deutsche Bank 2002 - July 2007
Archstone Partners 2001 - 2002
Deutsche Bank Alex Brown 1997 - 2001
Wellesley Group 1994 - 1997
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1998
MBA
University of Vermont 1988 — 1992
BA
Vermont Academy
Highland Capital Management, L.P. December 2011 - Present
Investcorp 2010 - December 2011
Atlantic Investment 2007 - 2009
Deutsche Bank 2002 - July 2007
Archstone Partners 2001 - 2002
Deutsche Bank Alex Brown 1997 - 2001
Wellesley Group 1994 - 1997
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1998
MBA
University of Vermont 1988 — 1992
BA
Vermont Academy
Stellar Choi's Deutsche Bank Alex Brown Experience Sales AssociateBanc of America Investments2003 - 2006
Job Sales Associate at Deutsche Bank Alex. Brown
Industry Financial Services
Experience
Deutsche Bank Alex. Brown Sales AssociateBanc of America Investments2003 - 2006
Education
Cal State Fullerton
Bachelor of Arts, Liberal Studies
Deutsche Bank Alex. Brown Sales AssociateBanc of America Investments2003 - 2006
Education
Cal State Fullerton
Bachelor of Arts, Liberal Studies
Gonca Harris's Deutsche Bank Alex Brown Experience 2000 - 2002
Job VP, Audit Operations & Reporting
Industry Financial Services
Experience
GE Capital February 2011 - Present
UBS Investment Bank April 2008 - August 2010
FleetBoston Financial 2002 - 2005
Deutsche Bank Alex Brown 2000 - 2002
Tiger Management 1996 - 2000
Skills
Fixed Income, Derivatives, Equities, Series 7, Equity Derivatives, Middle Office, Hedge Funds, Investment Banking, Prime Brokerage, Risk Management, Options, Securities, Financial Risk, Due Diligence, Structured Products, Capital Markets, Financial Analysis, Corporate Finance, Commodity, Back Office
Education
Baruch College, City University of New York (CUNY)
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick
GE Capital February 2011 - Present
UBS Investment Bank April 2008 - August 2010
FleetBoston Financial 2002 - 2005
Deutsche Bank Alex Brown 2000 - 2002
Tiger Management 1996 - 2000
Skills
Fixed Income, Derivatives, Equities, Series 7, Equity Derivatives, Middle Office, Hedge Funds, Investment Banking, Prime Brokerage, Risk Management, Options, Securities, Financial Risk, Due Diligence, Structured Products, Capital Markets, Financial Analysis, Corporate Finance, Commodity, Back Office
Education
Baruch College, City University of New York (CUNY)
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick
Patricia Morton's Deutsche Bank Alex Brown Experience 1994 - 2001
Job Founder at PRM Advisors
Industry Investment Management
Experience
PRM Advisors 2009 - Present
Franklin Street Partners 2001 - 2009
Deutsche Bank Alex Brown 1994 - 2001
J P Morgan 1978 - 1994
Skills
Private Equity, Alternative Investments, Investments, Portfolio Management, Venture Capital, Hedge Funds
Education
Duke University 1973 — 1977
BA, Political Science/Economics
PRM Advisors 2009 - Present
Franklin Street Partners 2001 - 2009
Deutsche Bank Alex Brown 1994 - 2001
J P Morgan 1978 - 1994
Skills
Private Equity, Alternative Investments, Investments, Portfolio Management, Venture Capital, Hedge Funds
Education
Duke University 1973 — 1977
BA, Political Science/Economics
Bal Trunec's Deutsche Bank Alex Brown Experience June 1990 - September 1998
Job Senior Account Executive at Liberty Group, LLC
Industry Financial Services
Experience
Liberty Group, LLC March 2005 - Present
A.G. Edwards September 1998 - March 2005
Deutsche Bank Alex Brown June 1990 - September 1998
Skills
Retirement Income..., Wealth Preservation..., Annuities & Life..., Retirement Planning, 401K Plan Advisor, Investments, Account Management, Asset Management, Investment Advisory, Sales, Series 63, Series 7, Equities, Wealth Management, Financial Analysis, Business Strategy, Customer Service, Financial Services, Management, Financial Planning, Strategic Planning
Education
University of Southern California 1986 — 1990
Bachelor of Science (BS), Finance
Liberty Group, LLC March 2005 - Present
A.G. Edwards September 1998 - March 2005
Deutsche Bank Alex Brown June 1990 - September 1998
Skills
Retirement Income..., Wealth Preservation..., Annuities & Life..., Retirement Planning, 401K Plan Advisor, Investments, Account Management, Asset Management, Investment Advisory, Sales, Series 63, Series 7, Equities, Wealth Management, Financial Analysis, Business Strategy, Customer Service, Financial Services, Management, Financial Planning, Strategic Planning
Education
University of Southern California 1986 — 1990
Bachelor of Science (BS), Finance
Robert Baird's Deutsche Bank Alex Brown Experience 1999 - 2007
Job Vice President of Finance at Board of Child Care
Industry Mental Health Care
Experience
Board of Child Care January 2015 - Present
Good Shepherd Services (GSS) 2009 - January 2015
Alex. Brown Realty, Inc. 2007 - 2009
Deutsche Bank Securities 1999 - 2007
Deutsche Bank 1999 - 2007
Deutsche Bank Alex. Brown 1999 - 2007
Skills
Financial Analysis, Corporate Finance, Alternative Investments, Asset Management, Capital Markets, Due Diligence, Equities, Finance, Financial Modeling, Financial Services, Investments, Leadership, Mutual Funds, Portfolio Management, Project Management, Real Estate, Securities, Strategic Financial..., Strategic Planning
Education
Loyola University Maryland 2005 — 2007
MBA, Finance
Board of Child Care January 2015 - Present
Good Shepherd Services (GSS) 2009 - January 2015
Alex. Brown Realty, Inc. 2007 - 2009
Deutsche Bank Securities 1999 - 2007
Deutsche Bank 1999 - 2007
Deutsche Bank Alex. Brown 1999 - 2007
Skills
Financial Analysis, Corporate Finance, Alternative Investments, Asset Management, Capital Markets, Due Diligence, Equities, Finance, Financial Modeling, Financial Services, Investments, Leadership, Mutual Funds, Portfolio Management, Project Management, Real Estate, Securities, Strategic Financial..., Strategic Planning
Education
Loyola University Maryland 2005 — 2007
MBA, Finance
Bill Svoboda's Deutsche Bank Alex Brown Experience October 2007 - May 2009
Job Owner at Svoboda Consulting
Industry Financial Services
Experience
Svoboda Consulting June 2009 - Present
Deutsche Bank Alex Brown October 2007 - May 2009
Morgan Stanley February 2006 - September 2007
SILICON VALLEY March 2002 - February 2006
Morgan Stanley January 1998 - January 2002
Morgan Stanley January 1981 - January 1998
Morgan Stanley January 1973 - January 1981
U.S. Navy June 1967 - January 1972
Skills
Finance, Equities, Wealth Management, Financial Services, Hedge Funds, Asset Management, Investments, Private Equity, Fixed Income, Management, Alternative Investments, Asset Managment, Series 7, Capital Markets, Portfolio Management, Securities, Asset Allocation, Investment Advisory, Series 63, Investment Banking, Mutual Funds, Options
Education
Golden Gate University - San Francisco 1975 — 1979
Doctor of Jurisprudence
University of Illinois at Urbana-Champaign 1962 — 1967
BS, Industrial Engineering
University of Illinois at Urbana-Champaign
Bachelor, Science Industrial Engineering
Svoboda Consulting June 2009 - Present
Deutsche Bank Alex Brown October 2007 - May 2009
Morgan Stanley February 2006 - September 2007
SILICON VALLEY March 2002 - February 2006
Morgan Stanley January 1998 - January 2002
Morgan Stanley January 1981 - January 1998
Morgan Stanley January 1973 - January 1981
U.S. Navy June 1967 - January 1972
Skills
Finance, Equities, Wealth Management, Financial Services, Hedge Funds, Asset Management, Investments, Private Equity, Fixed Income, Management, Alternative Investments, Asset Managment, Series 7, Capital Markets, Portfolio Management, Securities, Asset Allocation, Investment Advisory, Series 63, Investment Banking, Mutual Funds, Options
Education
Golden Gate University - San Francisco 1975 — 1979
Doctor of Jurisprudence
University of Illinois at Urbana-Champaign 1962 — 1967
BS, Industrial Engineering
University of Illinois at Urbana-Champaign
Bachelor, Science Industrial Engineering
Kathy (Neuhaus) Steckenborn's Deutsche Bank Alex Brown Experience 1998 - 2000
Job Investor at Hildene Leveraged Credit
Industry Financial Services
Experience
Hildene Capital Management 2013 - Present
Plainfield Asset Management 2007 - 2010
GE Capital September 2004 - May 2007
The City of New York 2001 - 2002
Deutsche Bank Alex. Brown 1998 - 2000
Education
Harvard Business School 2002 — 2004
University of Pennsylvania 1994 — 1998
BA, International Relations & German
Ramsey High School
Hildene Capital Management 2013 - Present
Plainfield Asset Management 2007 - 2010
GE Capital September 2004 - May 2007
The City of New York 2001 - 2002
Deutsche Bank Alex. Brown 1998 - 2000
Education
Harvard Business School 2002 — 2004
University of Pennsylvania 1994 — 1998
BA, International Relations & German
Ramsey High School
Jeff Overman's Deutsche Bank Alex Brown Experience April 2010 - December 2012
Job
Industry Financial Services
Experience
Overman Capital LLC December 2012 - Present
Deutsche Bank Alex. Brown April 2010 - December 2012
Morgan Stanley March 2007 - April 2010
Dominick & Dominick LLC 2004 - 2006
Skills
Series 7, Equities, Alternative Investments, Series 3, Health and Life Inurance, Series 66
Education
St. Lawrence University 1997 — 2001
Bachelor, History
The Taft School 1995 — 1997
Overman Capital LLC December 2012 - Present
Deutsche Bank Alex. Brown April 2010 - December 2012
Morgan Stanley March 2007 - April 2010
Dominick & Dominick LLC 2004 - 2006
Skills
Series 7, Equities, Alternative Investments, Series 3, Health and Life Inurance, Series 66
Education
St. Lawrence University 1997 — 2001
Bachelor, History
The Taft School 1995 — 1997
Tawanda Seifert's Deutsche Bank Alex Brown Experience January 1997 - August 1999
Job Chief Administrative Officer, Senior Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Securities April 2014 - Present
IDC Financial Publishing, Inc. October 2013 - April 2014
Kroll Bond Rating Agency, Inc. September 2010 - April 2013
M&T Bank June 2007 - September 2010
Wells Fargo Securities September 1999 - August 2006
Deutsche Bank Alex. Brown January 1997 - August 1999
Alex. Brown & Sons February 1986 - January 1997
Skills
Investment Banking, Finance, Strategic Planning, Start-ups, Capital Markets, Recruiting, Talent Management, Team Leadership, Mentoring, Operational Efficiency, Budget Process, Investments, Financial Modeling, Equities, Restructuring, Executive Management, Business Development, Risk Management, Bonds, Portfolio Management, Banking, Securities, Vendor Management, Leadership, Project Management, Management, Fixed Income, Relationship Management, Cross-functional Team..., Financial Services, Process Improvement, Financial Analysis, Analysis, CRM, Budgets, Loans, Due Diligence, Operations Management, Private Equity, Credit Analysis, Trading, Structured Finance, Hedge Funds, Asset Management, Credit, Bloomberg, Credit Risk
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2004
Executive Leadership Program Graduate
Wells Fargo Securities April 2014 - Present
IDC Financial Publishing, Inc. October 2013 - April 2014
Kroll Bond Rating Agency, Inc. September 2010 - April 2013
M&T Bank June 2007 - September 2010
Wells Fargo Securities September 1999 - August 2006
Deutsche Bank Alex. Brown January 1997 - August 1999
Alex. Brown & Sons February 1986 - January 1997
Skills
Investment Banking, Finance, Strategic Planning, Start-ups, Capital Markets, Recruiting, Talent Management, Team Leadership, Mentoring, Operational Efficiency, Budget Process, Investments, Financial Modeling, Equities, Restructuring, Executive Management, Business Development, Risk Management, Bonds, Portfolio Management, Banking, Securities, Vendor Management, Leadership, Project Management, Management, Fixed Income, Relationship Management, Cross-functional Team..., Financial Services, Process Improvement, Financial Analysis, Analysis, CRM, Budgets, Loans, Due Diligence, Operations Management, Private Equity, Credit Analysis, Trading, Structured Finance, Hedge Funds, Asset Management, Credit, Bloomberg, Credit Risk
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2004
Executive Leadership Program Graduate
rhonda sihpol's Deutsche Bank Alex Brown Experience May 2004 - Present
Job Sales Associate at Deutsche Bank Alex Brown
Industry Financial Services
Experience
Deutsche Bank Alex Brown May 2004 - Present
Education
Stony Brook University
Deutsche Bank Alex Brown May 2004 - Present
Education
Stony Brook University
Blaine Mooney's Deutsche Bank Alex Brown Experience 1997 - 2001
Job Pursuing Master of Science in Investment Management
Industry Financial Services
Experience
Societe Generale 2010 - 2013
FBR 2007 - 2010
Intelligent Property Ltd 2004 - 2007
Deutsche Bank 2002 - 2004
Deutsche Bank AG 2001 - 2002
Deutsche Bank Alex. Brown 1997 - 2001
Alex. Brown & Sons, Incorporated 1994 - 1997
Skills
Hedge Funds, Equities, Trading, Capital Markets, Fixed Income, ETFs, Mutual Funds, Futures, Investment Banking, Bloomberg, Trading Systems, Derivatives, Options, Equity Trading, Structured Products, Financial Markets, Electronic Trading, Securities, Investments, Equity Derivatives, Alternative Investments, Equity Research, Prime Brokerage, FX Options, Proprietary Trading, Series 63, Swaps, Asset Management, Portfolio Management, Financial Services, Risk Management
Education
Temple University - Fox School of Business and Management 2015 — 2017
Finance and Financial Management Services
Boston Society of Security Analysts 1994 — 1995
Roanoke College 1989 — 1992
Bachelor of Arts, International Relations
Societe Generale 2010 - 2013
FBR 2007 - 2010
Intelligent Property Ltd 2004 - 2007
Deutsche Bank 2002 - 2004
Deutsche Bank AG 2001 - 2002
Deutsche Bank Alex. Brown 1997 - 2001
Alex. Brown & Sons, Incorporated 1994 - 1997
Skills
Hedge Funds, Equities, Trading, Capital Markets, Fixed Income, ETFs, Mutual Funds, Futures, Investment Banking, Bloomberg, Trading Systems, Derivatives, Options, Equity Trading, Structured Products, Financial Markets, Electronic Trading, Securities, Investments, Equity Derivatives, Alternative Investments, Equity Research, Prime Brokerage, FX Options, Proprietary Trading, Series 63, Swaps, Asset Management, Portfolio Management, Financial Services, Risk Management
Education
Temple University - Fox School of Business and Management 2015 — 2017
Finance and Financial Management Services
Boston Society of Security Analysts 1994 — 1995
Roanoke College 1989 — 1992
Bachelor of Arts, International Relations
Philip Engler's Deutsche Bank Alex Brown Experience April 2008 - April 2009
Job Experienced Business Operations
Industry Financial Services
Experience
University of Maryland Medical Center 2015 - 2015
Morgan Stanley August 2013 - March 2014
Lorex Technology 2014 - 2014
Baltimore Area Council, Boy Scouts of America January 2010 - August 2013
Mission Helpers of the Sacred Heart April 2009 - September 2009
Deutsche Bank Alex. Brown April 2008 - April 2009
A.G. Edward & Sons, Inc. May 2007 - October 2007
SSA May 2005 - September 2005
Wm.C Saddler & Co. LLP January 2003 - May 2003
Skills
Accounts Payable, Microsoft Excel, Accounting, Account Reconciliation, Microsoft Word, Budgets, Customer Service, Bookkeeping, Lotus Notes, Peachtree, Internet Explorer, PowerPoint, Microsoft Office, Team Building, Training, Bank Reconciliation, Process Improvement, Great Plains Software, General Ledger, Accruals, SAP, Event Planning, Process Flow, Public Speaking, Nonprofits, Program Management, Community Outreach, Leadership Development
Education
Towson University 2002 — 2008
Bachelor of Science, Business Administration; Finance
University of Maryland Medical Center 2015 - 2015
Morgan Stanley August 2013 - March 2014
Lorex Technology 2014 - 2014
Baltimore Area Council, Boy Scouts of America January 2010 - August 2013
Mission Helpers of the Sacred Heart April 2009 - September 2009
Deutsche Bank Alex. Brown April 2008 - April 2009
A.G. Edward & Sons, Inc. May 2007 - October 2007
SSA May 2005 - September 2005
Wm.C Saddler & Co. LLP January 2003 - May 2003
Skills
Accounts Payable, Microsoft Excel, Accounting, Account Reconciliation, Microsoft Word, Budgets, Customer Service, Bookkeeping, Lotus Notes, Peachtree, Internet Explorer, PowerPoint, Microsoft Office, Team Building, Training, Bank Reconciliation, Process Improvement, Great Plains Software, General Ledger, Accruals, SAP, Event Planning, Process Flow, Public Speaking, Nonprofits, Program Management, Community Outreach, Leadership Development
Education
Towson University 2002 — 2008
Bachelor of Science, Business Administration; Finance
Artie Kieval's Deutsche Bank Alex Brown Experience August 2003 - August 2008
Job Regional Manager of Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley March 2010 - Present
Deutsche Bank Alex Brown August 2003 - August 2008
Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Financial Services, Fixed Income, Investments, Mutual Funds, Portfolio Management, Securities, Series 63, Series 65, Series 7, Wealth Management, Wealth Management...
Education
The University of Texas at Austin 1978 — 1981
BBA, Finance
Morgan Stanley March 2010 - Present
Deutsche Bank Alex Brown August 2003 - August 2008
Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Financial Services, Fixed Income, Investments, Mutual Funds, Portfolio Management, Securities, Series 63, Series 65, Series 7, Wealth Management, Wealth Management...
Education
The University of Texas at Austin 1978 — 1981
BBA, Finance
Charles Aler's Deutsche Bank Alex Brown Experience June 1987 - April 1997
Job Market Data Programmer at a Baltimore Area Systematic Trading Co. CTA, FX, Futures,Equities
Industry Investment Management
Experience
Baltimore Area Systematic Absolute Return Co. ( FX,Futures,Equities) April 2005 - Present
Fiserv April 1997 - April 2004
Deutsche Bank Alex. Brown June 1987 - April 1997
Skills
Market Data, Perl, Visual Studio, Software Development, Agile Methodologies, Perforce, Bloomberg, Microsoft SQL Server, C, Securities, SDLC, Equities, Trading Systems, Electronic Trading, Unit Testing, C#, SQL, .NET, Databases, C
Education
Loyola University Maryland 1994 — 1999
MS, Engineering Sciences - Computer Science
Towson University 1981 — 1987
BS, Business - Finance & Marketing
Baltimore Area Systematic Absolute Return Co. ( FX,Futures,Equities) April 2005 - Present
Fiserv April 1997 - April 2004
Deutsche Bank Alex. Brown June 1987 - April 1997
Skills
Market Data, Perl, Visual Studio, Software Development, Agile Methodologies, Perforce, Bloomberg, Microsoft SQL Server, C, Securities, SDLC, Equities, Trading Systems, Electronic Trading, Unit Testing, C#, SQL, .NET, Databases, C
Education
Loyola University Maryland 1994 — 1999
MS, Engineering Sciences - Computer Science
Towson University 1981 — 1987
BS, Business - Finance & Marketing
Aileen So's Deutsche Bank Alex Brown Experience July 1996 - June 2001
Job Relationship Associate at Credit Suisse
Industry Banking
Experience
Credit Suisse Senior Registered Client Service AssociateUBS Wealth ManagementJune 2001 - September 2008
Deutsche Bank Alex. Brown July 1996 - June 2001
Education
UC Davis 1989 — 1993
BS, Managerial Economics
Credit Suisse Senior Registered Client Service AssociateUBS Wealth ManagementJune 2001 - September 2008
Deutsche Bank Alex. Brown July 1996 - June 2001
Education
UC Davis 1989 — 1993
BS, Managerial Economics
Sam Gilliland's Deutsche Bank Alex Brown Experience December 1991 - March 2002
Job Managing Director at Fieldpoint Private Bank & Trust
Industry Financial Services
Experience
Fieldpoint Private Bank & Trust December 2010 - Present
Morgan Stanley Smith Barney March 2002 - December 2010
Deutsche Bank Alex. Brown December 1991 - March 2002
Oppenheimer & Co. December 1986 - December 1991
Bear Stearns & Co. September 1982 - December 1986
Telecomp June 1981 - September 1983
Skills
Alternative Investments, Series 7, Hedge Funds, Investments, Wealth Management, Asset Allocation, Asset Managment, Equities, Fixed Income, Securities, Mutual Funds, Series 63, Finance, Investment Banking, ETFs, Investment Strategies, Asset Management, Series 65, Financial Advisory, Investment Management, Capital Markets, Private Equity, Bloomberg
Education
Denison University 1975 — 1979
BA English, Literature and Creative Writing
The Governors Academy 1972 — 1975
High School, Liberal Arts and Sciences, General Studies and Humanities
Fieldpoint Private Bank & Trust December 2010 - Present
Morgan Stanley Smith Barney March 2002 - December 2010
Deutsche Bank Alex. Brown December 1991 - March 2002
Oppenheimer & Co. December 1986 - December 1991
Bear Stearns & Co. September 1982 - December 1986
Telecomp June 1981 - September 1983
Skills
Alternative Investments, Series 7, Hedge Funds, Investments, Wealth Management, Asset Allocation, Asset Managment, Equities, Fixed Income, Securities, Mutual Funds, Series 63, Finance, Investment Banking, ETFs, Investment Strategies, Asset Management, Series 65, Financial Advisory, Investment Management, Capital Markets, Private Equity, Bloomberg
Education
Denison University 1975 — 1979
BA English, Literature and Creative Writing
The Governors Academy 1972 — 1975
High School, Liberal Arts and Sciences, General Studies and Humanities
Heather Olivos's Deutsche Bank Alex Brown Experience November 2000 - January 2002
Job BUYER at Leviton Manufacturing Co Inc
Industry Investment Banking
Experience
Leviton Manufacturing Co Inc December 2013 - Present
ROBERT KING ASSOCIATES April 2007 - August 2008
Innovatix July 2006 - January 2007
SOLOMON-PAGE GROUP March 2002 - November 2002
DEUTSCHE BANK ALEX. BROWN November 2000 - January 2002
Lehman Brothers April 1998 - November 2000
Pzena Investment Management February 1997 - March 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing
Education
State University of New York at Stony Brook 1994 — 1996
Bachelor of Arts, Political Science
New York University 1991 — 1993
Leviton Manufacturing Co Inc December 2013 - Present
ROBERT KING ASSOCIATES April 2007 - August 2008
Innovatix July 2006 - January 2007
SOLOMON-PAGE GROUP March 2002 - November 2002
DEUTSCHE BANK ALEX. BROWN November 2000 - January 2002
Lehman Brothers April 1998 - November 2000
Pzena Investment Management February 1997 - March 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing
Education
State University of New York at Stony Brook 1994 — 1996
Bachelor of Arts, Political Science
New York University 1991 — 1993
Jason Archer's Deutsche Bank Alex Brown Experience April 2005 - March 2007
Job Advisor, Compliance Risk Monitoring at CVS Health
Industry Retail
Experience
CVS Health November 2014 - Present
Citizens Financial Group, Inc. April 2013 - November 2014
Citizens Financial Group, Inc. November 2012 - April 2013
Morgan Stanley March 2007 - August 2012
Deutsche Bank Alex Brown April 2005 - March 2007
Merrill Lynch August 2003 - May 2004
Education
Barton College 2000 — 2004
B.S, Finance
CVS Health November 2014 - Present
Citizens Financial Group, Inc. April 2013 - November 2014
Citizens Financial Group, Inc. November 2012 - April 2013
Morgan Stanley March 2007 - August 2012
Deutsche Bank Alex Brown April 2005 - March 2007
Merrill Lynch August 2003 - May 2004
Education
Barton College 2000 — 2004
B.S, Finance
Grace Greve's Deutsche Bank Alex Brown Experience May 1989 - October 2002
Job Associate Investment Treasury at T. Rowe Price
Industry Financial Services
Experience
The Five Group, LLC October 2006 - June 2012
The Five Group October 2006 - June 2012
Banner Capital Markets October 2003 - October 2006
Deutsche Bank Alex. Brown May 1989 - October 2002
Alex. Brown & Sons March 1994 - May 1998
Skills
Event Planning, Public Relations, Microsoft Office, Management, Microsoft Excel, Project Management, InDesign, Sales, Photoshop, PowerPoint, Social Media, Negotiation, Marketing, Social Media Marketing, Strategic Planning, Advertising
Education
Towson University 1984 — 1987
Bachelor of Science, Education
Nassau Community College 1981 — 1984
The Five Group, LLC October 2006 - June 2012
The Five Group October 2006 - June 2012
Banner Capital Markets October 2003 - October 2006
Deutsche Bank Alex. Brown May 1989 - October 2002
Alex. Brown & Sons March 1994 - May 1998
Skills
Event Planning, Public Relations, Microsoft Office, Management, Microsoft Excel, Project Management, InDesign, Sales, Photoshop, PowerPoint, Social Media, Negotiation, Marketing, Social Media Marketing, Strategic Planning, Advertising
Education
Towson University 1984 — 1987
Bachelor of Science, Education
Nassau Community College 1981 — 1984
Antonio Martins, CFA's Deutsche Bank Alex Brown Experience September 2000 - October 2002
Job
Industry Investment Management
Experience
Capital One December 2013 - Present
Morgan Stanley Private Bank, NA August 2011 - December 2013
Legg Mason Investment Counsel August 2006 - July 2011
Legg Mason Wood Walker March 2004 - July 2005
NASD March 2003 - March 2004
Deutsche Bank Alex. Brown September 2000 - October 2002
Deutsche Bank Alex. Brown January 2000 - September 2000
Skills
Series 7, Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Equities, Fixed Income, Investments, Portfolio Management, Securities, Trading, Wealth Management, Hedge Funds, Mutual Funds, Investment Management, Financial Analysis, Series 63
Education
Loyola College in Maryland 1996 — 2000
Bachelor of Business Administration, International Business
Centereach High School 1993 — 1996
Capital One December 2013 - Present
Morgan Stanley Private Bank, NA August 2011 - December 2013
Legg Mason Investment Counsel August 2006 - July 2011
Legg Mason Wood Walker March 2004 - July 2005
NASD March 2003 - March 2004
Deutsche Bank Alex. Brown September 2000 - October 2002
Deutsche Bank Alex. Brown January 2000 - September 2000
Skills
Series 7, Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Equities, Fixed Income, Investments, Portfolio Management, Securities, Trading, Wealth Management, Hedge Funds, Mutual Funds, Investment Management, Financial Analysis, Series 63
Education
Loyola College in Maryland 1996 — 2000
Bachelor of Business Administration, International Business
Centereach High School 1993 — 1996
Lee Bryan III's Deutsche Bank Alex Brown Experience Managing DirectorDeutsche BankJanuary 1987 - Present
Job Managing Director at Deutsche Bank Alex Brown
Industry Investment Management
Experience
Deutsche Bank Alex Brown Managing DirectorDeutsche BankJanuary 1987 - Present
Skills
Hedge Funds, Alternative Investments, Asset Management, Equities, Investments, Capital Markets, Fixed Income, Investment Banking, Mergers, New Business Development, Portfolio Management, Structured Products
Education
University of North Carolina at Chapel Hill 1969 — 1976
History, History
Deutsche Bank Alex Brown Managing DirectorDeutsche BankJanuary 1987 - Present
Skills
Hedge Funds, Alternative Investments, Asset Management, Equities, Investments, Capital Markets, Fixed Income, Investment Banking, Mergers, New Business Development, Portfolio Management, Structured Products
Education
University of North Carolina at Chapel Hill 1969 — 1976
History, History
Jeff Maccune's Deutsche Bank Alex Brown Experience April 1993 - January 2000
Job Director Equity Trading & Operations at Satuit Capital Management, LLC
Industry Investment Management
Experience
Satuit Capital Management, LLC January 2007 - Present
Boston Institutional Services June 2004 - May 2005
WR Hambrecht April 2003 - May 2004
Deutsche Bank Alex Brown April 1993 - January 2000
Lehman Brothers July 1985 - March 1993
Education
Merrimack College 1978 — 1982
Bachelor of Science (BS), Business Economics
Satuit Capital Management, LLC January 2007 - Present
Boston Institutional Services June 2004 - May 2005
WR Hambrecht April 2003 - May 2004
Deutsche Bank Alex Brown April 1993 - January 2000
Lehman Brothers July 1985 - March 1993
Education
Merrimack College 1978 — 1982
Bachelor of Science (BS), Business Economics
Noreen Frost's Deutsche Bank Alex Brown Experience 2000 - 2003
Job Partner at WMS Partners
Industry Investment Management
Experience
WMS Partners 2009 - Present
Morgan Stanley 2003 - 2009
Deutsche Bank Alex Brown 2000 - 2003
Institutional Portfolio Management February 1996 - December 1999
Duff & Phelps 1994 - 1996
Alex Brown and Sons 1983 - 1993
Education
Loyola University Maryland
MBA, Finance
The George Washington University
M.A.
The Johns Hopkins University
B.A.
Maryvale Preparatory School
WMS Partners 2009 - Present
Morgan Stanley 2003 - 2009
Deutsche Bank Alex Brown 2000 - 2003
Institutional Portfolio Management February 1996 - December 1999
Duff & Phelps 1994 - 1996
Alex Brown and Sons 1983 - 1993
Education
Loyola University Maryland
MBA, Finance
The George Washington University
M.A.
The Johns Hopkins University
B.A.
Maryvale Preparatory School