Dowling & Partners
Industry: Company
DescriptionFounded: 1990 Parent organization: Dowling & Partners Holdings, Llc Subsidiary: Dowling & Partners Securities, LLC, Investment Banking Arm
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Dowling & Partners Employees
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
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
Argo Group International Holdings, Ltd. October 2012 - Present
Dowling & Partners July 2004 - March 2010
Education
Harvard University 2000 — 2004
BA, Computer Science
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Dowling & Partners Senior Managing DirectorFox-Pitt, Kelton1985 - 2003
Skills
Asset Management
Education
University at Albany, SUNY
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
Dowling & Partners January 2008 - Present
Education
Lasell College 1974 — 1976
Child Developement
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
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
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
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