Dowling & Partners

Industry: Company

Description

Founded: 1990 Parent organization: Dowling & Partners Holdings, Llc Subsidiary: Dowling & Partners Securities, LLC, Investment Banking Arm

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Dowling & Partners Employees

Employee
Years
Job
Industry
Aaron E. Larson Aaron E. Larson Greater Minneapolis-St. Paul Area Details
Aaron E. Larson's Dowling & Partners Experience 1997 - 1999
Job CERTIFIED FINANCIAL PLANNER (TM), Certified Investment Management Analyst (TM)
Industry Financial Services
Experience
WaterRock Financial, LLC   2010 - Present
The Advocate Group   2006 - 2010
Wells Fargo Private Client Services  1999 - 2006
Dowling & Partners   1997 - 1999

Skills
Investments, Strategic Financial..., Estate Planning, Asset Allocation, Retirement, Finance, Insurance, Investment Management, Financial Advisory, Leadership, Wealth, Small Business

Education
Dartmouth College   1993 — 1997
BA, Economics, Government

Mason City High School   1989 — 1993

David Hollister David Hollister Chestnut Hill, Massachusetts Details
David Hollister's Dowling & Partners Experience June 2011 - September 2011
Job Senior Associate at PwC Advisory
Industry Management Consulting
Experience
PwC  August 2013 - Present
PwC  June 2012 - August 2012
Dowling & Partners   June 2011 - September 2011
XL Insurance  December 2009 - August 2010

Education
Boston College   2009 — 2013
BA, Economics, magna cum laude

Choate Rosemary Hall   2005 — 2009

Talcott Mountain Academy

Shi Wen Li Shi Wen Li Greater New York City Area Details
Shi Wen Li's Dowling & Partners Experience July 2004 - March 2010
Job Director, Corporate Development at Argo Group International Holdings, Ltd.
Industry Insurance
Experience
Argo Group International Holdings, Ltd.   October 2012 - Present
Dowling & Partners   July 2004 - March 2010

Education
Harvard University   2000 — 2004
BA, Computer Science

Theresa Miller Theresa Miller Newark, New Jersey Details
Theresa Miller's Dowling & Partners Experience May 2000 - December 2000
Job VP, Account Team Leader, Global Communications, Prudential Financial
Industry Public Relations and Communications
Experience
Prudential Financial  December 2000 - Present
Dowling & Partners   May 2000 - December 2000
A.M. Best Company   December 1997 - May 2000
Self-employed  December 1996 - December 1997
The Express-Times  1987 - 1996
The Star-Gazette   January 1986 - September 1987

Skills
Strategic Communications, Crisis Communications, Social Media, Change Management, Mergers, Media Relations, Public Relations, Corporate Communications, Internal Communications, Communication Training, Thought Leadership, Strategic Planning, Investor Relations, Social Media Marketing, Marketing, Digital Marketing, Copywriting, Marketing Communications, Financial Services, Editing, Press Releases, Journalism, New Media, Reputation Management, Leadership, Editorial, Newspapers, Newsletters, Publishing, Storytelling, Magazines, Speech Writing, Content Strategy, Content Development, Publicity, Brand Development, Digital Strategy, Content Management, Online Marketing, Email Marketing, Integrated Marketing, Web Content, Management, Communications Planning, Messaging, Writing

Education
Indiana University of Pennsylvania
BS, Journalism, Political Science

Michael Bokoff, CFA Michael Bokoff, CFA Boston, Massachusetts Details
Michael Bokoff, CFA's Dowling & Partners Experience December 2011 - April 2014
Job Associate Investment Analyst at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management  January 2015 - Present
Dowling & Partners   December 2011 - April 2014
Keefe, Bruyette & Woods   June 2010 - October 2011
University of Connecticut Student Managed Fund   September 2009 - May 2010
Westfield Capital Management  June 2009 - August 2009
Fiduciary Investment Advisors, LLC  May 2008 - January 2009

Skills
Mutual Funds, Financial Modeling, Portfolio Management, Equity Research, Investments, Finance, Economics, Valuation, Equities, Hedge Funds, Financial Analysis, Series 7, Series 63, Insurance, Financial Markets

Education
The University of Connecticut School of Business   2006 — 2010
B.S./B.A., Finance/Economics Dual Degree

University of Connecticut

Phil Deyette Phil Deyette New York, New York Details
Phil Deyette's Dowling & Partners Experience May 2005 - August 2007
Job Underwriter E&O Practice at Allied World Assurance
Industry Insurance
Experience
Allied World Assurance  July 2010 - Present
Dowling & Partners   May 2005 - August 2007

Education
Gettysburg College   2005 — 2009
Business Management

Salisbury School   2002 — 2005

Eaglebrook School

Joseph Rosenfield Joseph Rosenfield Farmington, Connecticut Details
Joseph Rosenfield's Dowling & Partners Experience June 2014 - Present
Job City Launcher at Zoomer
Industry Financial Services
Experience
Zoomer  August 2015 - Present
Dowling & Partners   June 2014 - Present
Green Bull Investment Group   August 2013 - Present
Burkenroad Reports  January 2014 - May 2014
Tulane Call Center   January 2013 - April 2014
Kings Speech and Learning Center   December 2011 - August 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Research, Outlook, Leadership, Finance, Teamwork, Social Media, Facebook, QuickBooks, Social Networking, Financial Modeling

Education
Tulane University - A.B. Freeman School of Business   2011 — 2015
Bachelor of Science in Management, Finance and mathematics, 3.83

Universidad Pontificia Comillas   2013 — 2013
Finance

Farmington High School

Alec Rosenbruch Alec Rosenbruch Greater New York City Area Details
Alec Rosenbruch's Dowling & Partners Experience 2014 - Present
Job Equity Research Associate at Dowling & Partners
Industry Investment Banking
Experience
Dowling & Partners   2014 - Present
Morgan Stanley  December 2012 - April 2013
The Bison Companies   March 2012 - August 2012

Skills
Cross-functional Team..., Team Leadership, Microsoft Excel, Financial Modeling, Microsoft Word, Deal Sourcing, Salesforce.com, DCF Valuation

Education
Bryant University   2007 — 2011
Bachelor of Business Administration (BBA), Finance

Samuel W. Levitt, ScD, CFA Samuel W. Levitt, ScD, CFA Greater Boston Area Details
Samuel W. Levitt, ScD, CFA's Dowling & Partners Experience February 2002 - August 2010
Job Health care industry consultant and financial analyst
Industry Hospital & Health Care
Experience
Independent Consultant/Analyst   December 2014 - Present
Harvard T.H. Chan School of Public Health   May 2015 - Present
HES Advisors, Inc.   December 2014 - Present
Lindy   December 2014 - September 2015
Aetna  August 2012 - June 2014
Aetna  August 2010 - August 2012
Dowling & Partners   February 2002 - August 2010
Fox-Pitt, Kelton  2001 - 2002
Conning & Company (broker-dealer merged into Fox-Pitt, Kelton)   2000 - 2001
ABN Amro (global bank based in the Netherlands)   1999 - 2000

Skills
Financial Analysis, Securities, Healthcare, Series 7, Financial Modeling, Health Insurance, Corporate Finance, Finance, Executive Management, Analysis, Data Analysis, Strategy, Forecasting, Financial Reporting, Managed Care, Program Management, Medicaid, Insurance, Strategic Financial..., Investments, Employee Benefits, Medicare, Management, Investor Relations, Healthcare Industry, Mergers & Acquisitions, Equities, Competitive Analysis, Strategic Planning, Health Policy, Due Diligence, Team Building, Process Improvement, Acquisition Integration, Equity Research, Financial Services, Leadership, Hedge Funds, Mutual Funds, Restructuring, Capital Markets, Business Analysis, Management Consulting, Cross-functional Team..., Business Planning, Policy, Business Process..., Managerial Finance, Cash Flow, Project Planning

Education
Harvard T.H. Chan School of Public Health
ScD (Doctor of Science), Health Policy and Management

Harvard T.H. Chan School of Public Health
MS, Health Policy and Management

University of Pennsylvania   1976 — 1980
BA, Anthropology

William Penn Charter School

Alex Barnes Alex Barnes New York, New York Details
Alex Barnes's Dowling & Partners Experience June 2011 - October 2014
Job Business Development at SIMPLENIGHT
Industry Internet
Experience
SIMPLENIGHT  November 2014 - Present
Pearl  May 2015 - Present
Dowling & Partners   June 2011 - October 2014
Wells Fargo Advisors  February 2011 - May 2011
Merrill Lynch  June 2010 - August 2010

Skills
Equity Research, Bloomberg, Valuation, Equities, Financial Modeling, Financial Analysis, Investments, Research, Market Research, Bloomberg Terminal, Securities, Sales, Wealth Management, Strategic Partnerships, CRM, Marketing, Microsoft Office, Social Media, Microsoft Excel

Education
Skidmore College   2007 — 2011
BA, Business-Economics

Kingswood-Oxford   2004 — 2007

Hunter Priebe Hunter Priebe New Canaan, Connecticut Details
Hunter Priebe's Dowling & Partners Experience June 2014 - August 2014
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
Dowling & Partners   June 2014 - August 2014
Brown Brothers Harriman  June 2013 - August 2013
Country Club of New Canaan  2008 - 2012
community service  2009 - 2010
Bobby Valentine’s Sports Academy  2008 - 2010
Broadreach  2008 - 2009

Education
Elon University   2011 — 2015
BSBA, Major- Finance, Minors- Accounting, Economics, 3.6

New Canaan High School   2008 — 2011

Jonathan Kunces Jonathan Kunces Greater Chicago Area Details
Jonathan Kunces's Dowling & Partners Experience June 2006 - 2007
Job Vice President, Enterprise Improvement at AlixPartners
Industry Management Consulting
Experience
AlixPartners  February 2013 - Present
Booz & Company  October 2010 - January 2013
Archstone Consulting  June 2007 - October 2010
Dowling & Partners   June 2006 - 2007
Parker Benjamin   December 2004 - June 2005
Unilever HPC  2005 - 2005

Skills
Management Consulting, Financial Modeling, Valuation, Strategy, Financial Analysis, Business Process..., Due Diligence, Acquisition Integration, Corporate Development, Business Transformation, Business Strategy, Mergers & Acquisitions, Organizational Design, Strategic Consulting

Education
The University of Connecticut School of Business   2004 — 2006
B.S., Finance

University of Connecticut   2002 — 2006
B.A., Economics

High School

Humphrey Lee Humphrey Lee Farmington, Connecticut Details
Humphrey Lee's Dowling & Partners Experience November 2014 - Present
Job Equity Research Head of Life Insurance Research
Industry Financial Services
Experience
Dowling & Partners   November 2014 - Present
UBS Investment Bank  July 2009 - November 2014
UBS Investment Bank  June 2008 - August 2008
The Dow Chemical Company  September 2002 - June 2007
Credit Agricole Indosuez/Calyon   February 2002 - June 2002
BNP Paribas  June 2000 - August 2000

Skills
Financial Modeling, Derivatives, Equity Research, Financial Analysis, Series 7, Series 63, Valuation, Investments

Education
Carnegie Mellon University - Tepper School of Business   2007 — 2009
Master of Business Administration (MBA), Accounting and Finance

Indiana University Bloomington   1996 — 2000
Bachelor, Business - Finance

Sushil S. Garg Sushil S. Garg Farmington, Connecticut Details
Sushil S. Garg's Dowling & Partners Experience April 2002 - March 2014
Job Equity Research Analyst
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA)   February 2015 - Present
Dowling & Partners   April 2002 - March 2014
Fox-Pitt, Kelton  July 2001 - April 2002
Conning & Company  April 2001 - June 2001
Citizens Bank of CT   July 1998 - April 2001

Skills
Equity Research, Valuation, Equities, Financial Modeling, Financial Analysis, Investments, Credit, Bloomberg, Hedge Funds, Capital Markets, Series 7, Securities, Trading, Value Investing, Long/Short Equity, Private Equity, Options, Fixed Income, Credit Analysis, Series 63, Commercial Banking, Alternative Investments, Regulatory Compliance, Hedging

Education
University of New Haven   1998 — 2000
MBA, Finance

University of Connecticut   1990 — 1995
BSc, Finance

Norwich Free Academy   1987 — 1990

Kevin Puttetti Kevin Puttetti Greater New York City Area Details
Kevin Puttetti's Dowling & Partners Experience Prop TraderFox-Pitt, KeltonMarch 2000 - February 2002
Job Equity Trader at Dowling & Partners
Industry Financial Services
Experience
Dowling & Partners   Prop TraderFox-Pitt, KeltonMarch 2000 - February 2002
NDB Capital   1997 - 2000

Skills
Bloomberg, Capital Markets, Electronic Trading, Equities, Equity Research, Equity Trading, FINRA, Financial Markets, Hedge Funds, Investments, Securities, Series 24, Series 63, Series 7, Trading, Trading Systems

Education
Marist College   1992 — 1995
Bachelor of Business Administration (B.B.A.), Finance, General

Geoffrey Dunn, CFA Geoffrey Dunn, CFA Hartford, Connecticut Area Details
Geoffrey Dunn, CFA's Dowling & Partners Experience May 2008 - Present
Job Equity Analyst/Partner @ Dowling & Partners
Industry Investment Banking
Experience
Dowling & Partners   May 2008 - Present
Keefe, Bruyette & Woods   July 2001 - February 2008
Conning & Company  July 1997 - July 2001

Skills
Equity Research, Series 7, Series 63, Series 24, Financial Services, Insurance

Education
Amherst College   1993 — 1997
BA, Economics

Edward Foden, CFA Edward Foden, CFA Greater New York City Area Details
Edward Foden, CFA's Dowling & Partners Experience September 2001 - July 2006
Job Equity Analyst at Nomura Securities
Industry Investment Management
Experience
Nomura Securities  February 2012 - November 2012
Citigroup  April 2010 - February 2012
Litchfield Capital Management   July 2006 - June 2009
Dowling & Partners   September 2001 - July 2006

Skills
Portfolio Management, Equity Research, Hedge Funds, Asset Managment, Mutual Funds, Insurance, Financial Modeling, Chartered Financial..., Capital Markets, Alternative Investments, Equities, Asset Management, Valuation, Series 7, Financial Analysis

Education
Cornell University   1994 — 1998
BS, Business Mgmt

Kingswood Oxford   1990 — 1994

Aaron Woomer Aaron Woomer Hartford, Connecticut Area Details
Aaron Woomer's Dowling & Partners Experience June 2009 - Present
Job Equity Research Analyst at Dowling & Partners
Industry Financial Services
Experience
Dowling & Partners   June 2009 - Present
Clear Data Strategies   May 2008 - June 2009
Uconn School of Business  January 2007 - October 2008

Skills
Accounting, Finance, Equities, Financial Analysis, Investments, Insurance, Programming, Economics, Business Analysis, Data Analysis, Microsoft Excel, Financial Reporting, Research

Education
University of Connecticut   2005 — 2009
B.A., Mathematics-Statistics

Lewis Mills   2001 — 2005
High School Diploma

Frank Wetchler Frank Wetchler Greater New York City Area Details
Frank Wetchler's Dowling & Partners Experience Senior Managing DirectorFox-Pitt, Kelton1985 - 2003
Job Partner at Dowling & Partners
Industry Financial Services
Experience
Dowling & Partners   Senior Managing DirectorFox-Pitt, Kelton1985 - 2003

Skills
Asset Management

Education
University at Albany, SUNY

Gary Ransom Gary Ransom Hartford, Connecticut Area Details
Gary Ransom's Dowling & Partners Experience May 2010 - Present
Job Insurance Professional
Industry Insurance
Experience
Dowling & Partners   May 2010 - Present
Fox-Pitt, Kelton  June 2001 - April 2009
Conning & Company  September 1979 - May 2001
Travelers Insurance  December 1976 - September 1979

Skills
Property & Casualty..., Homeowners, Actuarial Science, Mergers & Acquisitions, Equities, Bloomberg, Equity Research, Financial Modeling, Valuation, Capital Markets, Securities

Education
University of Washington   1974 — 1976
M.A., Mathematics

University of California, Santa Cruz   1972 — 1974
B.A., Mathematics

Denise Schaeffer Denise Schaeffer Hartford, Connecticut Area Details
Denise Schaeffer's Dowling & Partners Experience January 2008 - Present
Job Office Manager/ Dowling & Partners Securities LLC
Industry Financial Services
Experience
Dowling & Partners   January 2008 - Present

Education
Lasell College   1974 — 1976
Child Developement

Joe Christiana Joe Christiana Farmington, Connecticut Details
Joe Christiana's Dowling & Partners Experience August 2007 - Present
Job Senior Equity Analyst, Partner at Dowling & Partners
Industry Financial Services
Experience
Dowling & Partners   August 2007 - Present

Skills
Financial Modeling, Investments, Financial Analysis, Valuation, Emerging Markets

Education
Harvard College   2003 — 2007
Bachelor of Arts (B.A.), Economics

Brian Garro Brian Garro Hartford, Connecticut Area Details
Brian Garro's Dowling & Partners Experience July 2013 - Present
Job Senior Systems Administrator Dowling & Partners LLC
Industry Information Technology and Services
Experience
Dowling & Partners   July 2013 - Present
Innovative Computer Systems  October 2006 - July 2013
Legal Computer Consultants   March 2004 - October 2006

Skills
Customer Relations, Server 2008 R2, Hyper-V, MS DPM 2010, SCVMM 2012, Symantec Backup Exec, IBM/Lenovo Hardware..., A+ Certified, MCITP, Backup Exec, Computer Hardware, Disaster Recovery, Virtualization, System Deployment, Hardware, Infrastructure, Cloud Computing, SharePoint, Business Continuity, Microsoft Exchange, Servers

Education
The University of Connecticut   1996 — 2000
Bachelor of Arts (B.A.), Anthropology/Archaeology

East Hartford High School   1992 — 1996

Andrew Dooley Andrew Dooley Greater New York City Area Details
Andrew Dooley's Dowling & Partners Experience 2012 - 2012
Job Quote Associate at Sun Life Financial
Industry Investment Management
Experience
Sun Life Financial  Co-FounderStreetLight Inc.December 2012 - Present
Water Island Capital, LLC  January 2012 - 2012
Dowling & Partners   2012 - 2012
Aquastone Graphics llc.   May 2011 - July 2011
Mohawk Mountain Ski Resort   December 2005 - April 2006

Skills
PowerPoint, Microsoft Excel, Access, Financial Analysis, Finance, Valuation, Bloomberg, Microsoft Word, Microsoft Office, Outlook, Facebook

Education
Litchfield High School

Litchfield High School

The University of Connecticut School of Business
Finance, Business

University of Pittsburgh
Psychology

Veronica Alvarez Veronica Alvarez Greater New York City Area Details
Veronica Alvarez's Dowling & Partners Experience June 2006 - April 2013
Job Chief Operating Officer, Dowling Hales
Industry Financial Services
Experience
Dowling Hales  May 2013 - Present
Dowling & Partners   June 2006 - April 2013

Skills
Equities, Financial Analysis, Electronic Trading, Financial Modeling, Bloomberg, Trading, Securities, Hedge Funds, Insurance, Capital Markets, Valuation, Equity Trading, IT Management, Investments, IT Strategy, Disaster Recovery, Mutual Funds, Microsoft Office, Vendor Management, IT Operations, Business Analysis, Management, Strategy

Education
University of Hartford   2002 — 2006
Bachelor of Science (B.S.), Business Administration, Management and Operations

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