Douglas C. Lane & Associates, Inc.
Industry: Company
DescriptionFounded: 1994 Parent organization: Focus Financial Partners
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Douglas C. Lane & Associates, Inc. Employees
Employee
Years
Job
Industry
Daniel Meneses Daniel Meneses's Douglas C. Lane & Associates, Inc. Experience January 2008 - August 2014
Job MBA Candidate, Class of 2016 | UC Irvine The Paul Merage School of Business
Industry Financial Services
Experience
AcuFocus, Inc. June 2015 - Present
UC Irvine The Paul Merage School of Business September 2014 - Present
Douglas C. Lane & Associates, Inc. January 2008 - August 2014
Skills
Investment Management, Fixed Income Analysis, Team Leadership, Cross-functional Team..., Client Relations, Financial Modeling, Forecasting, Financial Accounting, Financial Statement..., Equities, Investments, Trading, Client Presentation, Group Presentations, Microsoft Excel, Fixed Income, Management, Back Office, Analysis, Settlement, Fundraising, Portfolio Management
Education
University of California, Irvine 2014 — 2016
Master of Business Administration (M.B.A.), Strategy, Finance, 3.75 GPA
Florida State University 2003 — 2007
BS, Applied Economics, Finance
AcuFocus, Inc. June 2015 - Present
UC Irvine The Paul Merage School of Business September 2014 - Present
Douglas C. Lane & Associates, Inc. January 2008 - August 2014
Skills
Investment Management, Fixed Income Analysis, Team Leadership, Cross-functional Team..., Client Relations, Financial Modeling, Forecasting, Financial Accounting, Financial Statement..., Equities, Investments, Trading, Client Presentation, Group Presentations, Microsoft Excel, Fixed Income, Management, Back Office, Analysis, Settlement, Fundraising, Portfolio Management
Education
University of California, Irvine 2014 — 2016
Master of Business Administration (M.B.A.), Strategy, Finance, 3.75 GPA
Florida State University 2003 — 2007
BS, Applied Economics, Finance
Charan Devireddy Charan Devireddy's Douglas C. Lane & Associates, Inc. Experience May 1998 - September 1998
Job Director of Business Development at Everchron
Industry Legal Services
Experience
Everchron 2013 - Present
ModuleMD 2010 - 2013
Foley & Lardner LLP August 2006 - 2010
City Year 2002 - 2003
AbelsonTaylor 2001 - 2002
William Morris Endeavor 2000 - 2001
Deutsche Bank May 1999 - September 1999
Douglas C. Lane & Associates, Inc. May 1998 - September 1998
Office of Senator Spencer Abraham May 1997 - September 1997
Skills
Litigation, Corporate Law
Education
Northwestern University School of Law 2004 — 2006
Juris Doctor, Law
University of Michigan - Stephen M. Ross School of Business 1996 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Everchron 2013 - Present
ModuleMD 2010 - 2013
Foley & Lardner LLP August 2006 - 2010
City Year 2002 - 2003
AbelsonTaylor 2001 - 2002
William Morris Endeavor 2000 - 2001
Deutsche Bank May 1999 - September 1999
Douglas C. Lane & Associates, Inc. May 1998 - September 1998
Office of Senator Spencer Abraham May 1997 - September 1997
Skills
Litigation, Corporate Law
Education
Northwestern University School of Law 2004 — 2006
Juris Doctor, Law
University of Michigan - Stephen M. Ross School of Business 1996 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Parker McClure Parker McClure's Douglas C. Lane & Associates, Inc. Experience April 2014 - November 2014
Job Goldman Sachs Asset Management
Industry Investment Management
Experience
Goldman Sachs December 2014 - Present
Douglas C. Lane & Associates, Inc. April 2014 - November 2014
Douglas C. Lane & Associates, Inc. June 2012 - April 2014
KBW June 2011 - August 2011
KBW June 2010 - August 2010
F.O. Goldthwaite's General Store June 2009 - August 2009
Skills
Investment Banking, Finance
Education
Lehigh University 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Goldman Sachs December 2014 - Present
Douglas C. Lane & Associates, Inc. April 2014 - November 2014
Douglas C. Lane & Associates, Inc. June 2012 - April 2014
KBW June 2011 - August 2011
KBW June 2010 - August 2010
F.O. Goldthwaite's General Store June 2009 - August 2009
Skills
Investment Banking, Finance
Education
Lehigh University 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Livia Amado's Douglas C. Lane & Associates, Inc. Experience January 2011 - Present
Job at Douglas C. Lane & Associates
Industry Investment Management
Experience
Douglas C. Lane & Associates, Inc. January 2011 - Present
Skills
Analysis, Public Relations, Marketing, Management, Financial Analysis, Spanish, Finance, Marketing Strategy, Sales, Market Analysis, Strategic Planning, Market Research, Valuation
Education
Lehigh University 2006 — 2010
B.A, International Relations
Douglas C. Lane & Associates, Inc. January 2011 - Present
Skills
Analysis, Public Relations, Marketing, Management, Financial Analysis, Spanish, Finance, Marketing Strategy, Sales, Market Analysis, Strategic Planning, Market Research, Valuation
Education
Lehigh University 2006 — 2010
B.A, International Relations
Josh Friend Josh Friend's Douglas C. Lane & Associates, Inc. Experience August 2014 - Present
Job Associate at Douglas C. Lane & Associates, Inc.
Industry Financial Services
Experience
Douglas C. Lane & Associates, Inc. August 2014 - Present
New York Life Insurance Company June 2013 - August 2013
Skills
Teamwork, Analytical, Due Diligence, Flexibility, Quantitative Analytics, Microsoft Office, Organized Multi-tasker
Education
Lehigh University - College of Business and Economics 2010 — 2014
Bachelor of Science (B.S.), Business and Economics, 3.64 GPA
Chaminade High School 2006 — 2010
Douglas C. Lane & Associates, Inc. August 2014 - Present
New York Life Insurance Company June 2013 - August 2013
Skills
Teamwork, Analytical, Due Diligence, Flexibility, Quantitative Analytics, Microsoft Office, Organized Multi-tasker
Education
Lehigh University - College of Business and Economics 2010 — 2014
Bachelor of Science (B.S.), Business and Economics, 3.64 GPA
Chaminade High School 2006 — 2010
Amanda A. Tappen, CFP®'s Douglas C. Lane & Associates, Inc. Experience 2008 - Present
Job
Industry Financial Services
Experience
Douglas C. Lane & Associates, Inc. 2008 - Present
Banc of America Securities 2004 - 2008
Gemstar-TV Guide International 2002 - 2004
Education
Boston College 1996 — 2000
Bachelor of Science, Finance
Villa Walsh Academy 1992 — 1996
Douglas C. Lane & Associates, Inc. 2008 - Present
Banc of America Securities 2004 - 2008
Gemstar-TV Guide International 2002 - 2004
Education
Boston College 1996 — 2000
Bachelor of Science, Finance
Villa Walsh Academy 1992 — 1996
Jordan Roberts, CFA Jordan Roberts, CFA's Douglas C. Lane & Associates, Inc. Experience July 2003 - August 2005
Job EverStream Energy Capital Management
Industry Renewables & Environment
Experience
EverStream Energy Capital Management August 2014 - Present
BrightSource Energy, Inc. June 2013 - July 2014
BrightSource Energy, Inc. November 2011 - May 2013
BrightSource Energy, Inc. July 2010 - November 2011
Atlas Renewables, LLC August 2009 - May 2010
First Wind June 2009 - August 2009
Jefferies & Company September 2006 - March 2008
Thomas Weisel Partners September 2005 - September 2006
Douglas C. Lane & Associates, Inc. July 2003 - August 2005
Skills
Energy, Renewable Energy, Project Finance, Corporate Finance, Business Development, Business Strategy, Capital Raising, Contract Negotiation, International..., Capital Markets, Capital Budgeting, Leadership, Solar Energy, Oil/Gas, Investment Management, Financial Modeling, Strategic Partnerships, Competitive Analysis, Market Analysis, Finance, Investments, Cleantech, Valuation, Corporate Development, Strategic Planning
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance, Entrepreneurial Management
University of Wisconsin-Madison - School of Business 1999 — 2003
BBA (with Honors), Finance, Investment & Banking
EverStream Energy Capital Management August 2014 - Present
BrightSource Energy, Inc. June 2013 - July 2014
BrightSource Energy, Inc. November 2011 - May 2013
BrightSource Energy, Inc. July 2010 - November 2011
Atlas Renewables, LLC August 2009 - May 2010
First Wind June 2009 - August 2009
Jefferies & Company September 2006 - March 2008
Thomas Weisel Partners September 2005 - September 2006
Douglas C. Lane & Associates, Inc. July 2003 - August 2005
Skills
Energy, Renewable Energy, Project Finance, Corporate Finance, Business Development, Business Strategy, Capital Raising, Contract Negotiation, International..., Capital Markets, Capital Budgeting, Leadership, Solar Energy, Oil/Gas, Investment Management, Financial Modeling, Strategic Partnerships, Competitive Analysis, Market Analysis, Finance, Investments, Cleantech, Valuation, Corporate Development, Strategic Planning
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance, Entrepreneurial Management
University of Wisconsin-Madison - School of Business 1999 — 2003
BBA (with Honors), Finance, Investment & Banking
Mark Degenhart's Douglas C. Lane & Associates, Inc. Experience September 2011 - November 2014
Job Business & Systems Integration Analyst at Accenture
Industry Management Consulting
John Sini's Douglas C. Lane & Associates, Inc. Experience September 2004 - Present
Job Principal, Portfolio Manager at Douglas C. Lane & Associates
Industry Financial Services
Experience
Douglas C. Lane & Associates, Inc. September 2004 - Present
Pequot Capital Management March 1999 - August 2004
Merrill Lynch 1996 - 1999
Skills
Equity Research, Portfolio Management, Asset Management, Hedge Funds, Securities, Alternative Investments, Equities, Investments, Valuation, Financial Modeling, Financial Analysis, Investment Management, Capital Markets, Bloomberg, Fixed Income, Buy-side
Education
Lehigh University 1990 — 1994
Bachelor's degree, Finance, General
Lehigh University - College of Business and Economics 1990 — 1994
Bachelor of Science (B.S.), Business & Economics - Finance
Douglas C. Lane & Associates, Inc. September 2004 - Present
Pequot Capital Management March 1999 - August 2004
Merrill Lynch 1996 - 1999
Skills
Equity Research, Portfolio Management, Asset Management, Hedge Funds, Securities, Alternative Investments, Equities, Investments, Valuation, Financial Modeling, Financial Analysis, Investment Management, Capital Markets, Bloomberg, Fixed Income, Buy-side
Education
Lehigh University 1990 — 1994
Bachelor's degree, Finance, General
Lehigh University - College of Business and Economics 1990 — 1994
Bachelor of Science (B.S.), Business & Economics - Finance
Charlie Bustin, CFA, CPA's Douglas C. Lane & Associates, Inc. Experience January 2010 - Present
Job Equity Research Analyst at Douglas C. Lane & Associates
Industry Investment Management
Experience
Douglas C. Lane & Associates, Inc. January 2010 - Present
Ernst & Young September 2005 - January 2010
Skills
Portfolio Management, Finance, Financial Reporting, Valuation, Financial Modeling, Accounting, Hedge Funds, Equities, Management, Capital Markets, Financial Analysis, Corporate Finance, Due Diligence, Equity Research, Financial Services
Education
Lehigh University - College of Business and Economics 2004 — 2005
M.S., Accounting and Information Analysis
Lehigh University - College of Business and Economics 2000 — 2004
B.S., Business and Economics
Douglas C. Lane & Associates, Inc. January 2010 - Present
Ernst & Young September 2005 - January 2010
Skills
Portfolio Management, Finance, Financial Reporting, Valuation, Financial Modeling, Accounting, Hedge Funds, Equities, Management, Capital Markets, Financial Analysis, Corporate Finance, Due Diligence, Equity Research, Financial Services
Education
Lehigh University - College of Business and Economics 2004 — 2005
M.S., Accounting and Information Analysis
Lehigh University - College of Business and Economics 2000 — 2004
B.S., Business and Economics
Lynda Castellano's Douglas C. Lane & Associates, Inc. Experience January 2010 - Present
Job Investment Management Professional
Industry Investment Management
Experience
Douglas C. Lane & Associates, Inc. January 2010 - Present
Neuberger Berman May 2006 - October 2008
Fidelity Investments November 2004 - May 2006
Charles Schwab June 1999 - December 2003
Skills
Investment Advisory, Asset Allocation, Wealth Management, Investment Management, Securities, Alternative Investments, Business Development, Portfolio Management
Education
Coastal Carolina University 1991 — 1995
BA, Political Science and Government
Douglas C. Lane & Associates, Inc. January 2010 - Present
Neuberger Berman May 2006 - October 2008
Fidelity Investments November 2004 - May 2006
Charles Schwab June 1999 - December 2003
Skills
Investment Advisory, Asset Allocation, Wealth Management, Investment Management, Securities, Alternative Investments, Business Development, Portfolio Management
Education
Coastal Carolina University 1991 — 1995
BA, Political Science and Government
Keith Macey's Douglas C. Lane & Associates, Inc. Experience September 2012 - Present
Job Associate at Douglas C. Lane & Associates
Industry Investment Management
Experience
Douglas C. Lane & Associates, Inc. September 2012 - Present
Green Valley Irrigation June 2008 - August 2011
Fi Companies July 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Axys
Education
James Madison University 2008 — 2012
Bachelors of Business Administration, Finance, General
Douglas C. Lane & Associates, Inc. September 2012 - Present
Green Valley Irrigation June 2008 - August 2011
Fi Companies July 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Axys
Education
James Madison University 2008 — 2012
Bachelors of Business Administration, Finance, General
Nicholas Barron's Douglas C. Lane & Associates, Inc. Experience August 2010 - Present
Job Associate at Douglas C. Lane & Associates
Industry Financial Services
Experience
Douglas C. Lane & Associates, Inc. August 2010 - Present
Wenner Media June 2008 - August 2009
Education
Columbia University in the City of New York 2006 — 2010
Bachelor of Arts (B.A.), Economics
Douglas C. Lane & Associates, Inc. August 2010 - Present
Wenner Media June 2008 - August 2009
Education
Columbia University in the City of New York 2006 — 2010
Bachelor of Arts (B.A.), Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY