Evercore ISI
Description
Located in: Fifth Street TowersAddress: 150 S 5th St, Minneapolis, MN 55402 Phone: (612) 656-2812Hours: : : : : Place name: Category: : Website: : Website: https://www.evercore.com/ Category: Professional Services Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Evercore Partners Posting publicly on the Web Write a review Reviews Be the first to review
Evercore ISI List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Evercore ISI. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Evercore ISI Employees
Employee
Years
Job
Industry
Steve Sakwa Steve Sakwa's Evercore ISI Experience May 2009 - Present
Job Senior Managing Director at Evercore ISI
Industry Financial Services
Experience
Evercore ISI May 2009 - Present
Merrill Lynch January 1996 - May 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Analysis, Asset Management
Education
NYU Stern School of Business 1991 — 1993
Master of Business Administration (MBA), Accounting and Finance
University of Michigan 1985 — 1989
Bachelor of Science (B.S.), Economics
Evercore ISI May 2009 - Present
Merrill Lynch January 1996 - May 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Analysis, Asset Management
Education
NYU Stern School of Business 1991 — 1993
Master of Business Administration (MBA), Accounting and Finance
University of Michigan 1985 — 1989
Bachelor of Science (B.S.), Economics
Robert Cihra Robert Cihra's Evercore ISI Experience August 2011 - May 2015
Job Managing Director, Technology Analyst
Industry Financial Services
Experience
Sterne Agee CRT August 2015 - Present
Evercore ISI August 2011 - May 2015
Caris & Company January 2009 - July 2011
Brompton Cross Capital January 2006 - December 2008
Fulcrum Global Partners January 2002 - December 2005
ABN Amro/ING Barings/Furman Selz 1997 - 2001
Skills
Equity Valuation, Equities, Investment Banking, Equity Research, Valuation, Hedge Funds, Asset Management, Financial Modeling, Capital Markets, Venture Capital, Fixed Income, Alternative Investments
Education
Ivey Business School at Western University 1991 — 1993
MBA, Economics
Sterne Agee CRT August 2015 - Present
Evercore ISI August 2011 - May 2015
Caris & Company January 2009 - July 2011
Brompton Cross Capital January 2006 - December 2008
Fulcrum Global Partners January 2002 - December 2005
ABN Amro/ING Barings/Furman Selz 1997 - 2001
Skills
Equity Valuation, Equities, Investment Banking, Equity Research, Valuation, Hedge Funds, Asset Management, Financial Modeling, Capital Markets, Venture Capital, Fixed Income, Alternative Investments
Education
Ivey Business School at Western University 1991 — 1993
MBA, Economics
Mark Schoenebaum, MD Mark Schoenebaum, MD's Evercore ISI Experience June 2010 - Present
Job Evercore ISI / Head of Healthcare / Biotechnology & Pharmaceuticals Analyst / Partner
Industry Financial Services
Experience
Evercore ISI June 2010 - Present
Deutche Bank (DB) June 2008 - June 2010
Bear Stearns June 2004 - June 2008
CIBC World Markets and Piper Jaffray October 2000 - February 2004
Skills
Equity Research, Pharmaceutical Industry, Equities, Investment Banking, Hedge Funds, Financial Analysis, Valuation, Financial Modeling, Investments, Portfolio Management, Mergers, Asset Management, Business Strategy, Lifesciences, Market Research, Equity Valuation, Corporate Finance, Due Diligence, Competitive Intelligence, Venture Capital, Private Equity, Strategy, Mergers & Acquisitions, Acquisition Integration, Emerging Markets, Business Valuation, Competitive Analysis, Corporate Development, Capital Markets, Start-ups, IPO, M&A experience, Investment Strategies, Market Analysis, Investor Relations, Stock Picking, Equity Trading, Bloomberg, Restructuring, Investment Management, Executive Management, Finance, LBO, Series 7, Commercialization, Securities, Research, Trading, Financial Services, Alternative Investments
Education
The Johns Hopkins University School of Medicine 1996 — 2000
MD, Medicine
Indiana University Bloomington 1991 — 1995
BA, History major, Pre-Med, violin
Valley High School 1987 — 1991
Diploma
Evercore ISI June 2010 - Present
Deutche Bank (DB) June 2008 - June 2010
Bear Stearns June 2004 - June 2008
CIBC World Markets and Piper Jaffray October 2000 - February 2004
Skills
Equity Research, Pharmaceutical Industry, Equities, Investment Banking, Hedge Funds, Financial Analysis, Valuation, Financial Modeling, Investments, Portfolio Management, Mergers, Asset Management, Business Strategy, Lifesciences, Market Research, Equity Valuation, Corporate Finance, Due Diligence, Competitive Intelligence, Venture Capital, Private Equity, Strategy, Mergers & Acquisitions, Acquisition Integration, Emerging Markets, Business Valuation, Competitive Analysis, Corporate Development, Capital Markets, Start-ups, IPO, M&A experience, Investment Strategies, Market Analysis, Investor Relations, Stock Picking, Equity Trading, Bloomberg, Restructuring, Investment Management, Executive Management, Finance, LBO, Series 7, Commercialization, Securities, Research, Trading, Financial Services, Alternative Investments
Education
The Johns Hopkins University School of Medicine 1996 — 2000
MD, Medicine
Indiana University Bloomington 1991 — 1995
BA, History major, Pre-Med, violin
Valley High School 1987 — 1991
Diploma
Andrew McNellis Andrew McNellis's Evercore ISI Experience April 2011 - Present
Job Director, Equity Research at Evercore ISI
Industry Internet
Experience
Evercore ISI April 2011 - Present
MediaMath 2010 - 2011
Skills
Financial Modeling, Valuation, Equity Research, Start-ups, Series 7, Hedge Funds, E-commerce, Equities, Corporate Finance, DCF
Education
Columbia University in the City of New York 2005 — 2009
Bachelor's Degree, Economics, Philosophy
Evercore ISI April 2011 - Present
MediaMath 2010 - 2011
Skills
Financial Modeling, Valuation, Equity Research, Start-ups, Series 7, Hedge Funds, E-commerce, Equities, Corporate Finance, DCF
Education
Columbia University in the City of New York 2005 — 2009
Bachelor's Degree, Economics, Philosophy
Christopher Varga Christopher Varga's Evercore ISI Experience December 2014 - Present
Job Equity Research Associate Midstream Energy at Evercore ISI
Industry Oil & Energy
Experience
Evercore ISI December 2014 - Present
Hess Corporation February 2012 - December 2014
Hess Corporation June 2010 - February 2012
Quest Diagnostics June 2009 - August 2009
Skills
Analysis, Financial Analysis, Financial Modeling, Due Diligence, Commodity, Visual Basic, Microsoft Excel, Natural Gas, Valuation, Access, Management, Data Analysis, Investments, Microsoft Office, PowerPoint, Energy, Oil & Gas Industry, Bloomberg, Industry Research, Benchmarking, Options, Six Sigma, Commodity Markets, Statistical Modeling, Statistics, Lean Six Sigma, Research, Equities, Capital Markets, Economics, Corporate Finance, Energy Markets, Finance, Business Analysis, Petroleum, Gas, Project Management, Oil & Gas, Energy Industry, Asset Management, Engineering, Business Strategy
Education
New York University - Leonard N. Stern School of Business 2014 — 2017
Master of Business Administration (MBA)
Lehigh University 2006 — 2010
Bachelor of Science (B.S.), Industrial and Systems Engineering - Integrated Business and Engineering Honors Program
Escuela de Negocios Internacionales
Evercore ISI December 2014 - Present
Hess Corporation February 2012 - December 2014
Hess Corporation June 2010 - February 2012
Quest Diagnostics June 2009 - August 2009
Skills
Analysis, Financial Analysis, Financial Modeling, Due Diligence, Commodity, Visual Basic, Microsoft Excel, Natural Gas, Valuation, Access, Management, Data Analysis, Investments, Microsoft Office, PowerPoint, Energy, Oil & Gas Industry, Bloomberg, Industry Research, Benchmarking, Options, Six Sigma, Commodity Markets, Statistical Modeling, Statistics, Lean Six Sigma, Research, Equities, Capital Markets, Economics, Corporate Finance, Energy Markets, Finance, Business Analysis, Petroleum, Gas, Project Management, Oil & Gas, Energy Industry, Asset Management, Engineering, Business Strategy
Education
New York University - Leonard N. Stern School of Business 2014 — 2017
Master of Business Administration (MBA)
Lehigh University 2006 — 2010
Bachelor of Science (B.S.), Industrial and Systems Engineering - Integrated Business and Engineering Honors Program
Escuela de Negocios Internacionales
Besa Ndreca Besa Ndreca's Evercore ISI Experience May 2011 - Present
Job Head of Client Services
Industry Financial Services
Experience
Evercore ISI May 2011 - Present
Core Analysis LLC July 2009 - June 2011
Reckless Productions June 2008 - July 2009
Skills
Asset Managment, Cash Flow, Business Valuation, Financial Modeling, Valuation, Financial Statements, Asset Management, Investments
Education
Penn State University 2004 — 2008
Bachelor of Arts, Economics
Evercore ISI May 2011 - Present
Core Analysis LLC July 2009 - June 2011
Reckless Productions June 2008 - July 2009
Skills
Asset Managment, Cash Flow, Business Valuation, Financial Modeling, Valuation, Financial Statements, Asset Management, Investments
Education
Penn State University 2004 — 2008
Bachelor of Arts, Economics
Jonathan Schildkraut Jonathan Schildkraut's Evercore ISI Experience July 2010 - Present
Job Senior Managing Director Head of Telecom Equity Research at Evercore ISI
Industry Investment Banking
Experience
Evercore ISI July 2010 - Present
Jefferies & Company 2005 - 2010
Cowen and Company 2002 - 2005
WinStar 1999 - 2001
Salomon Brothers 1997 - 1999
Skills
Telecommunications, Acquisitions, Securities, Buy-side, Equity Research, Due Diligence, Chartered Financial..., Growth Capital, Structured Finance, Finance, Start-ups, Strategy, Bonds, Business Strategy, Mutual Funds, Value Investing, Management
Education
NYU School of Law 1993 — 1997
JD, 1997
NYU Stern School of Business 1993 — 1997
MBA, 1997
University of Michigan 1989 — 1993
BBA, Finance
Evercore ISI July 2010 - Present
Jefferies & Company 2005 - 2010
Cowen and Company 2002 - 2005
WinStar 1999 - 2001
Salomon Brothers 1997 - 1999
Skills
Telecommunications, Acquisitions, Securities, Buy-side, Equity Research, Due Diligence, Chartered Financial..., Growth Capital, Structured Finance, Finance, Start-ups, Strategy, Bonds, Business Strategy, Mutual Funds, Value Investing, Management
Education
NYU School of Law 1993 — 1997
JD, 1997
NYU Stern School of Business 1993 — 1997
MBA, 1997
University of Michigan 1989 — 1993
BBA, Finance
Ryan Dawson Ryan Dawson's Evercore ISI Experience May 2010 - Present
Job Institutional Equity Sales
Industry Financial Services
Experience
Evercore ISI May 2010 - Present
Deutsche Bank August 2003 - May 2010
Morgan Stanley June 1999 - August 2003
Skills
Series 63, Equities, Equity Research, Trading, Hedge Funds, Series 7
Education
Lehigh University 1995 — 1999
Bachelor of Arts, Finance
The American University of Paris 1998 — 1998
Chatham High School 1991 — 1995
Evercore ISI May 2010 - Present
Deutsche Bank August 2003 - May 2010
Morgan Stanley June 1999 - August 2003
Skills
Series 63, Equities, Equity Research, Trading, Hedge Funds, Series 7
Education
Lehigh University 1995 — 1999
Bachelor of Arts, Finance
The American University of Paris 1998 — 1998
Chatham High School 1991 — 1995
Larry Richardson Larry Richardson's Evercore ISI Experience November 2014 - Present
Job Managing Director at Evercore ISI
Industry Financial Services
Experience
Evercore ISI November 2014 - Present
RBC Capital Markets 2007 - 2014
First Albany Capital 2001 - 2006
Volpe Brown Whelan 1997 - 2000
Lehman Brothers 1986 - 1996
Skills
Equities, Capital Markets, Hedge Funds, Valuation, Equity Research, Investment Banking, Financial Modeling, Bloomberg, Investments, Alternative Investments, Private Equity, Asset Management, Portfolio Management, Series 7
Education
Boston University
MBA, Finance
University of Southern California 1977 — 1981
BS, Business administration
Evercore ISI November 2014 - Present
RBC Capital Markets 2007 - 2014
First Albany Capital 2001 - 2006
Volpe Brown Whelan 1997 - 2000
Lehman Brothers 1986 - 1996
Skills
Equities, Capital Markets, Hedge Funds, Valuation, Equity Research, Investment Banking, Financial Modeling, Bloomberg, Investments, Alternative Investments, Private Equity, Asset Management, Portfolio Management, Series 7
Education
Boston University
MBA, Finance
University of Southern California 1977 — 1981
BS, Business administration
Andrew Friedman's Evercore ISI Experience August 2014 - Present
Job Supervisory Analyst at Evercore ISI
Industry Financial Services
Experience
Evercore ISI August 2014 - Present
Cowen Securities (fka Dahlman Rose) / Cowen and Company April 2011 - April 2014
Bear Stearns January 2000 - June 2008
Prudential Financial February 1998 - January 2000
ING / Nomura (went to ING with Nomura team) April 1995 - July 1997
Vector Casa de Bolsa June 1993 - March 1995
Skills
Equity Research, Corporate Finance, Equities, Series 7, Securities, Capital Markets, Bloomberg, Hedge Funds, Fixed Income, Financial Markets, Equity Valuation, Emerging Markets, Alternative Investments, Equity Trading, Start-ups, Valuation, Financial Modeling, Series 63, Investment Banking, Asset Management, FINRA, Series 24, Series 16, Series 87, PDO
Education
University of California, Berkeley - Walter A. Haas School of Business
Master of Business Administration (MBA), Finance
Columbia University in the City of New York
Bachelor of Arts, Economics -- Columbia College
London School of Economics and Political Science
Junior Year Abroad
Evercore ISI August 2014 - Present
Cowen Securities (fka Dahlman Rose) / Cowen and Company April 2011 - April 2014
Bear Stearns January 2000 - June 2008
Prudential Financial February 1998 - January 2000
ING / Nomura (went to ING with Nomura team) April 1995 - July 1997
Vector Casa de Bolsa June 1993 - March 1995
Skills
Equity Research, Corporate Finance, Equities, Series 7, Securities, Capital Markets, Bloomberg, Hedge Funds, Fixed Income, Financial Markets, Equity Valuation, Emerging Markets, Alternative Investments, Equity Trading, Start-ups, Valuation, Financial Modeling, Series 63, Investment Banking, Asset Management, FINRA, Series 24, Series 16, Series 87, PDO
Education
University of California, Berkeley - Walter A. Haas School of Business
Master of Business Administration (MBA), Finance
Columbia University in the City of New York
Bachelor of Arts, Economics -- Columbia College
London School of Economics and Political Science
Junior Year Abroad
David Joyce David Joyce's Evercore ISI Experience July 2012 - Present
Job Managing Director, Media Equity Research, Evercore ISI
Industry Financial Services
Experience
Evercore ISI July 2012 - Present
Miller Tabak August 2005 - July 2012
JBHanauer & Co. June 2004 - February 2005
Guzman & Company March 2000 - June 2004
Bear Stearns 1997 - 2000
Skills
Financial Modeling, Hedge Funds, Investments, Equity Research, Equity Valuation, Equities, Corporate Finance, Capital Markets, Valuation
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
Georgetown University - The McDonough School of Business
Evercore ISI July 2012 - Present
Miller Tabak August 2005 - July 2012
JBHanauer & Co. June 2004 - February 2005
Guzman & Company March 2000 - June 2004
Bear Stearns 1997 - 2000
Skills
Financial Modeling, Hedge Funds, Investments, Equity Research, Equity Valuation, Equities, Corporate Finance, Capital Markets, Valuation
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
Georgetown University - The McDonough School of Business
Akash Tewari Akash Tewari's Evercore ISI Experience December 2014 - Present
Job Equity Research at Evercore
Industry Real Estate
Experience
Evercore ISI December 2014 - Present
Global Prostate Cancer Research Foundation January 2013 - Present
Mahindra Lifespace Developers Ltd. June 2013 - August 2013
Katten Muchin Rosenman LLP June 2012 - August 2012
Weill Cornell Medical College June 2011 - August 2011
Skills
Global Business..., Feasibility Studies, Legal Research, Medical Research, Laboratory Medicine, Real Estate Development, Quantitative Research, Technology, ASEAN, Free Trade Agreements, Microsoft Excel, Microsoft Office, Comparative Politics, Commercial Real Estate, Policy Analysis, PowerPoint, SNL, Trade Credit Insurance, Social Media, Data Analysis, Public Speaking, Microsoft Word, Research, Mergers & Acquisitions, Valuation, Financial Analysis, Analysis, Investments, Financial Modeling
Education
Cornell University 2009 — 2014
Bachelor of Arts (B.A.), Political Science and Government
Horace Mann School 2006 — 2009
Evercore ISI December 2014 - Present
Global Prostate Cancer Research Foundation January 2013 - Present
Mahindra Lifespace Developers Ltd. June 2013 - August 2013
Katten Muchin Rosenman LLP June 2012 - August 2012
Weill Cornell Medical College June 2011 - August 2011
Skills
Global Business..., Feasibility Studies, Legal Research, Medical Research, Laboratory Medicine, Real Estate Development, Quantitative Research, Technology, ASEAN, Free Trade Agreements, Microsoft Excel, Microsoft Office, Comparative Politics, Commercial Real Estate, Policy Analysis, PowerPoint, SNL, Trade Credit Insurance, Social Media, Data Analysis, Public Speaking, Microsoft Word, Research, Mergers & Acquisitions, Valuation, Financial Analysis, Analysis, Investments, Financial Modeling
Education
Cornell University 2009 — 2014
Bachelor of Arts (B.A.), Political Science and Government
Horace Mann School 2006 — 2009
Volodymyr (Vladimir / Vlad / VovAn) Nikolenko Volodymyr (Vladimir / Vlad / VovAn) Nikolenko's Evercore ISI Experience June 2014 - Present
Job
Industry Venture Capital & Private Equity
Experience
Evercore ISI June 2014 - Present
Merck & Co., Inc. July 2012 - June 2014
Columbia University, Technology Transfer March 2008 - June 2012
Columbia University / Howard Hughes Medical Institute (HHMI) 2000 - 2007
Digicel USA July 2006 - August 2006
Roberts Mitani, LLC July 2005 - September 2005
EIMB 1997 - 2000
Skills
Financial Modeling, Biotechnology, Lifesciences, Valuation, Data Analysis, Quantitative Analytics, Statistics, Neuroscience, Analytics, Data Mining, Science, Statistical Modeling, Product Management, Venture Capital, Portfolio Management
Education
Columbia University - Columbia Business School 2010 — 2012
MBA
Columbia University in the City of New York 2000 — 2007
Ph.D., Neuroscience
Moscow Institute of Physics and Technology (State University) / Московский Физико-Технический Институт (Государственный Университет) (МФТИ) 1994 — 2000
M.Sc./B.Sc. with Highest Honors, Applied Mathematics and Physics
Odessa Richelieu Lyceum
High School Diploma, Physics
Evercore ISI June 2014 - Present
Merck & Co., Inc. July 2012 - June 2014
Columbia University, Technology Transfer March 2008 - June 2012
Columbia University / Howard Hughes Medical Institute (HHMI) 2000 - 2007
Digicel USA July 2006 - August 2006
Roberts Mitani, LLC July 2005 - September 2005
EIMB 1997 - 2000
Skills
Financial Modeling, Biotechnology, Lifesciences, Valuation, Data Analysis, Quantitative Analytics, Statistics, Neuroscience, Analytics, Data Mining, Science, Statistical Modeling, Product Management, Venture Capital, Portfolio Management
Education
Columbia University - Columbia Business School 2010 — 2012
MBA
Columbia University in the City of New York 2000 — 2007
Ph.D., Neuroscience
Moscow Institute of Physics and Technology (State University) / Московский Физико-Технический Институт (Государственный Университет) (МФТИ) 1994 — 2000
M.Sc./B.Sc. with Highest Honors, Applied Mathematics and Physics
Odessa Richelieu Lyceum
High School Diploma, Physics
Daniel Jihoon Sung's Evercore ISI Experience July 2014 - August 2014
Job Research Assistant at University of Chicago Booth School of Business
Industry Higher Education
Experience
University of Chicago Booth School of Business May 2015 - Present
Swarthmore College September 2014 - December 2014
Swarthmore College July 2014 - August 2014
Evercore ISI July 2014 - August 2014
Daiwa Institute of Research August 2013 - August 2013
United Nations Command Military Armistice Commission October 2011 - July 2013
Accenture September 2011 - September 2011
Skills
Stata, Python, R, Matlab, Mathematica, Data Analysis, Statistical Data..., Regression Analysis, Fundamental Analysis
Education
Swarthmore College 2010 — 2016
Bachelor's Degree
International School of Beijing 2001 — 2010
High School
University of Chicago Booth School of Business May 2015 - Present
Swarthmore College September 2014 - December 2014
Swarthmore College July 2014 - August 2014
Evercore ISI July 2014 - August 2014
Daiwa Institute of Research August 2013 - August 2013
United Nations Command Military Armistice Commission October 2011 - July 2013
Accenture September 2011 - September 2011
Skills
Stata, Python, R, Matlab, Mathematica, Data Analysis, Statistical Data..., Regression Analysis, Fundamental Analysis
Education
Swarthmore College 2010 — 2016
Bachelor's Degree
International School of Beijing 2001 — 2010
High School
Trevor Hawley's Evercore ISI Experience September 2011 - Present
Job Director, Institutional Equity Sales at Evercore ISI
Industry Investment Banking
Experience
Evercore ISI September 2011 - Present
Barclays Capital July 2010 - September 2011
Barclays Capital/Lehman Brothers August 2008 - July 2010
Education
Franklin & Marshall College 2005 — 2008
BA, Finance, Marketing
Hamilton College 2004 — 2004
N/A, Economics
Red Bank Catholic High School 2001 — 2004
Evercore ISI September 2011 - Present
Barclays Capital July 2010 - September 2011
Barclays Capital/Lehman Brothers August 2008 - July 2010
Education
Franklin & Marshall College 2005 — 2008
BA, Finance, Marketing
Hamilton College 2004 — 2004
N/A, Economics
Red Bank Catholic High School 2001 — 2004
Brian Cheah Brian Cheah's Evercore ISI Experience August 2014 - Present
Job Equity Research Associate with Evercore ISI
Industry Investment Management
Experience
Evercore ISI August 2014 - Present
Education
Truman State University 2011 — 2014
Bachelor of Science (B.S.), Economics, Summa Cum Laude
Methodist College Kuala Lumpur 2009 — 2010
A-Levels
Catholic High School 2004 — 2008
Evercore ISI August 2014 - Present
Education
Truman State University 2011 — 2014
Bachelor of Science (B.S.), Economics, Summa Cum Laude
Methodist College Kuala Lumpur 2009 — 2010
A-Levels
Catholic High School 2004 — 2008
John Scotti John Scotti's Evercore ISI Experience September 2014 - Present
Job Associate, Healthcare Equity Research at Evercore ISI
Industry Biotechnology
Experience
Evercore ISI September 2014 - Present
McKinsey & Company April 2011 - July 2011
Education
University of Oxford 2011 — 2014
DPhil (PhD) Organic Chemistry
The University of Chicago 2007 — 2011
MS Chemistry & BS Biological Chemistry
Evercore ISI September 2014 - Present
McKinsey & Company April 2011 - July 2011
Education
University of Oxford 2011 — 2014
DPhil (PhD) Organic Chemistry
The University of Chicago 2007 — 2011
MS Chemistry & BS Biological Chemistry
Truman Patterson, CFA Truman Patterson, CFA's Evercore ISI Experience November 2014 - Present
Job Director at Evercore ISI
Industry Investment Management
Experience
Evercore ISI November 2014 - Present
ISI Group February 2012 - November 2014
Ticonderoga Securities LLC March 2010 - January 2012
Skills
Equity Research, Financial Modeling, Financial Analysis, PowerPoint, Bloomberg, Investments, Capital Markets, Data Analysis, Valuation, Equities, Portfolio Management, Accounting
Education
Truman State University 2005 — 2009
Bachelor's degree, Finance, General
Truman State University 2005 — 2009
Bachelor of Arts (BA), Finance
Evercore ISI November 2014 - Present
ISI Group February 2012 - November 2014
Ticonderoga Securities LLC March 2010 - January 2012
Skills
Equity Research, Financial Modeling, Financial Analysis, PowerPoint, Bloomberg, Investments, Capital Markets, Data Analysis, Valuation, Equities, Portfolio Management, Accounting
Education
Truman State University 2005 — 2009
Bachelor's degree, Finance, General
Truman State University 2005 — 2009
Bachelor of Arts (BA), Finance
Conor Deveney Conor Deveney's Evercore ISI Experience June 2015 - Present
Job Equity Research Associate at Evercore ISI
Industry Banking
Erik Lundh Erik Lundh's Evercore ISI Experience November 2014 - Present
Job Emerging Market Economic Analyst
Industry Financial Services
Experience
Evercore ISI November 2014 - Present
ISI Group (Acquired by Evercore) January 2011 - October 2014
Overseas Private Investment Corporation (US Gov't) January 2010 - July 2010
US-China Economic & Security Review Commission (US Congress) May 2006 - December 2007
US-Taiwan Business Council April 2004 - May 2006
US Congress - House of Representatives September 2003 - March 2004
Skills
Economics, Emerging Markets, Analysis, Policy Analysis, Macroeconomics, International Relations, Research, Financial Modeling, Political Risk Analysis, Data Analysis, International Economics, East Asia, Policy, Country Risk Analysis, Foreign Policy
Education
Thunderbird School of Global Management 2009 — 2010
MBA
National Taiwan Normal University 2008 — 2008
Mandarin Training Center
University of California, San Diego 1998 — 2003
B.A.
International School of Kenya
Evercore ISI November 2014 - Present
ISI Group (Acquired by Evercore) January 2011 - October 2014
Overseas Private Investment Corporation (US Gov't) January 2010 - July 2010
US-China Economic & Security Review Commission (US Congress) May 2006 - December 2007
US-Taiwan Business Council April 2004 - May 2006
US Congress - House of Representatives September 2003 - March 2004
Skills
Economics, Emerging Markets, Analysis, Policy Analysis, Macroeconomics, International Relations, Research, Financial Modeling, Political Risk Analysis, Data Analysis, International Economics, East Asia, Policy, Country Risk Analysis, Foreign Policy
Education
Thunderbird School of Global Management 2009 — 2010
MBA
National Taiwan Normal University 2008 — 2008
Mandarin Training Center
University of California, San Diego 1998 — 2003
B.A.
International School of Kenya
Richard Hightower Richard Hightower's Evercore ISI Experience 2011 - Present
Job Managing Director, Equity Research at Evercore ISI
Industry Capital Markets
Experience
Evercore ISI 2011 - Present
Citadel Securities 2010 - 2011
Collins Stewart 2009 - 2010
Prospect Capital Management 2007 - 2008
RBC Capital Markets 2004 - 2007
Skills
Equity Research, Private Equity, Credit Analysis, Financial Analysis, Valuation, Financial Modeling, Corporate Finance, Real Estate, Hotels, Casino, Investment Management, Investment Banking, Equities, Investments, Bloomberg, Capital Markets
Education
Middlebury College 2000 — 2004
BA, Economics
Dartmouth College - The Tuck School of Business at Dartmouth 2003 — 2003
Business Bridge Program
University of Paris I: Panthéon-Sorbonne 2002 — 2003
Economics
Greater Atlanta Christian School 1997 — 2000
Evercore ISI 2011 - Present
Citadel Securities 2010 - 2011
Collins Stewart 2009 - 2010
Prospect Capital Management 2007 - 2008
RBC Capital Markets 2004 - 2007
Skills
Equity Research, Private Equity, Credit Analysis, Financial Analysis, Valuation, Financial Modeling, Corporate Finance, Real Estate, Hotels, Casino, Investment Management, Investment Banking, Equities, Investments, Bloomberg, Capital Markets
Education
Middlebury College 2000 — 2004
BA, Economics
Dartmouth College - The Tuck School of Business at Dartmouth 2003 — 2003
Business Bridge Program
University of Paris I: Panthéon-Sorbonne 2002 — 2003
Economics
Greater Atlanta Christian School 1997 — 2000
Silverio J. Vasquez Silverio J. Vasquez's Evercore ISI Experience February 2013 - August 2015
Job Assistant Vice President
Industry Banking
Experience
Deutsche Bank August 2015 - Present
Evercore ISI February 2013 - August 2015
Federal Reserve Bank of New York November 2010 - February 2013
SimCorp June 2008 - November 2010
Federal Reserve Bank of NY June 2007 - August 2007
Skills
Structured Finance, Macroeconomics, Credit Risk, Bloomberg, Financial Risk, Financial Analysis, Economics, Capital Markets, VBA, Financial Markets, Emerging Markets, Bloomberg Terminal, ABS, Fixed Income, Econometrics, Series 7, EViews, Time Series Analysis
Education
Columbia University - School of International and Public Affairs 2013 — 2015
International Economics, GPA: 3.7
City University of New York-Baruch College 2010 — 2011
Masters in Science, Finance, GPA: 3.9
Wesleyan University 2003 — 2008
BA, Economics
Deutsche Bank August 2015 - Present
Evercore ISI February 2013 - August 2015
Federal Reserve Bank of New York November 2010 - February 2013
SimCorp June 2008 - November 2010
Federal Reserve Bank of NY June 2007 - August 2007
Skills
Structured Finance, Macroeconomics, Credit Risk, Bloomberg, Financial Risk, Financial Analysis, Economics, Capital Markets, VBA, Financial Markets, Emerging Markets, Bloomberg Terminal, ABS, Fixed Income, Econometrics, Series 7, EViews, Time Series Analysis
Education
Columbia University - School of International and Public Affairs 2013 — 2015
International Economics, GPA: 3.7
City University of New York-Baruch College 2010 — 2011
Masters in Science, Finance, GPA: 3.9
Wesleyan University 2003 — 2008
BA, Economics
Conor McDade Conor McDade's Evercore ISI Experience June 2013 - Present
Job Vice President, Equity Research at Evercore ISI
Industry Investment Banking
Experience
Evercore ISI June 2013 - Present
Evercore Partners May 2012 - August 2012
Evercore Partners May 2011 - August 2011
US Sports Camps-Nike Golf School July 2010 - August 2011
Skills
Equity Research, Financial Modeling, Economics, Valuation, Bloomberg, Investment Banking, Equities, Financial Analysis, Capital Markets, Data Analysis, Econometrics, Research, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Spanish
Education
Duke University 2009 — 2013
BS Economics, Finance Concentration
University College London, U. of London 2011 — 2011
Political Science and International Relations
Rye Country Day School 2005 — 2009
Evercore ISI June 2013 - Present
Evercore Partners May 2012 - August 2012
Evercore Partners May 2011 - August 2011
US Sports Camps-Nike Golf School July 2010 - August 2011
Skills
Equity Research, Financial Modeling, Economics, Valuation, Bloomberg, Investment Banking, Equities, Financial Analysis, Capital Markets, Data Analysis, Econometrics, Research, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Spanish
Education
Duke University 2009 — 2013
BS Economics, Finance Concentration
University College London, U. of London 2011 — 2011
Political Science and International Relations
Rye Country Day School 2005 — 2009
Les Baquiran's Evercore ISI Experience July 2001 - March 2007
Job Founder, Alpine Capital Advisors
Industry Financial Services
Experience
Alpine Capital Advisors February 2014 - Present
Pinebase.com April 2014 - Present
Council on Foreign Relations July 2013 - Present
The Blackstone Group - Park Hill April 2007 - June 2013
Evercore-ISI July 2001 - March 2007
Brown Brothers Harriman 1998 - 2001
Merrill Lynch April 1997 - June 1998
Bloomberg LP May 1997 - August 1997
Asia Society June 1996 - June 1997
HUD June 1996 - August 1996
Skills
Investment Banking, Hedge Funds, Alternative Investments, Private Equity, Real Estate, Emerging Markets, Investments, Venture Capital, Due Diligence, International Business..., Asian markets, Latin American markets, Start-ups, Asset Management, Valuation, Investor Relations, Capital Markets, Foreign Policy, Angel Investing, Fundraising, Funding, Fixed Income, Investment Management
Education
Connecticut College 1994 — 1998
B.S., International Political Economy
The Chinese University of Hong Kong 1997 — 1997
Study Abroad, Asian Economics and Politics
US Coast Guard Academy 1997 — 1998
Exchange Program, International Relations and National Security Studies
Georgetown University
Summer Program, International and Domestic Economics and Politics
University of Cape Town 1995 — 1995
Study Abroad, African Economics and Politics
Tenafly High School 1992 — 1994
High School
Horace Mann 1990 — 1992
High School
Alpine Capital Advisors February 2014 - Present
Pinebase.com April 2014 - Present
Council on Foreign Relations July 2013 - Present
The Blackstone Group - Park Hill April 2007 - June 2013
Evercore-ISI July 2001 - March 2007
Brown Brothers Harriman 1998 - 2001
Merrill Lynch April 1997 - June 1998
Bloomberg LP May 1997 - August 1997
Asia Society June 1996 - June 1997
HUD June 1996 - August 1996
Skills
Investment Banking, Hedge Funds, Alternative Investments, Private Equity, Real Estate, Emerging Markets, Investments, Venture Capital, Due Diligence, International Business..., Asian markets, Latin American markets, Start-ups, Asset Management, Valuation, Investor Relations, Capital Markets, Foreign Policy, Angel Investing, Fundraising, Funding, Fixed Income, Investment Management
Education
Connecticut College 1994 — 1998
B.S., International Political Economy
The Chinese University of Hong Kong 1997 — 1997
Study Abroad, Asian Economics and Politics
US Coast Guard Academy 1997 — 1998
Exchange Program, International Relations and National Security Studies
Georgetown University
Summer Program, International and Domestic Economics and Politics
University of Cape Town 1995 — 1995
Study Abroad, African Economics and Politics
Tenafly High School 1992 — 1994
High School
Horace Mann 1990 — 1992
High School
Drew Eklund's Evercore ISI Experience November 2014 - August 2015
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs September 2015 - Present
Evercore ISI November 2014 - August 2015
ISI Group April 2009 - October 2014
Merrill Lynch 2006 - January 2009
Bear Stearns 2005 - 2006
Skills
Equities, Equity Research, Capital Markets, Hedge Funds
Education
University of Pennsylvania 1999 — 2003
Bachelor of Arts (BA)
Goldman Sachs September 2015 - Present
Evercore ISI November 2014 - August 2015
ISI Group April 2009 - October 2014
Merrill Lynch 2006 - January 2009
Bear Stearns 2005 - 2006
Skills
Equities, Equity Research, Capital Markets, Hedge Funds
Education
University of Pennsylvania 1999 — 2003
Bachelor of Arts (BA)
Gabe Hilmoe's Evercore ISI Experience July 2014 - Present
Job Real Estate Equity Analyst at Evercore ISI
Industry Investment Banking
Experience
Evercore ISI July 2014 - Present
UBS Investment Bank February 2011 - Present
UBS Investment Bank July 2009 - February 2011
Mercer Consulting May 2005 - October 2007
Mercer Consulting June 2003 - May 2005
Skills
Financial Modeling, Business Valuation, Financial Analysis, Mergers, Financial Accounting, Capital Markets, Equity Capital Markets, Investment Banking, Real Estate Finance, Real Estate Investment, Investment Advisory, Investment Strategies
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2009
Master of Business Administration (MBA)
University of St. Thomas 1999 — 2003
B.A
Evercore ISI July 2014 - Present
UBS Investment Bank February 2011 - Present
UBS Investment Bank July 2009 - February 2011
Mercer Consulting May 2005 - October 2007
Mercer Consulting June 2003 - May 2005
Skills
Financial Modeling, Business Valuation, Financial Analysis, Mergers, Financial Accounting, Capital Markets, Equity Capital Markets, Investment Banking, Real Estate Finance, Real Estate Investment, Investment Advisory, Investment Strategies
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2009
Master of Business Administration (MBA)
University of St. Thomas 1999 — 2003
B.A
Matt McGinley's Evercore ISI Experience March 2010 - Present
Job Managing Director at Evercore ISI
Industry Financial Services
Experience
Evercore ISI March 2010 - Present
Morgan Stanley July 2007 - March 2010
Kraft Foods August 2004 - June 2007
US Army May 2000 - July 2004
Education
New York University - Leonard N. Stern School of Business
MBA
University of Pittsburgh
Evercore ISI March 2010 - Present
Morgan Stanley July 2007 - March 2010
Kraft Foods August 2004 - June 2007
US Army May 2000 - July 2004
Education
New York University - Leonard N. Stern School of Business
MBA
University of Pittsburgh
Joshua Schwartz's Evercore ISI Experience November 2014 - Present
Job Equity Research Associate at Evercore ISI
Industry Financial Services
Experience
Evercore ISI November 2014 - Present
Nine Wells Capital Management May 2014 - June 2014
Columbia Business School January 2013 - May 2014
Tyrian Investments October 2013 - April 2014
William Blair July 2007 - December 2012
CIT Group July 2006 - May 2007
Skills
Financial Modeling, Capital Markets, Equities, Private Equity, Due Diligence, Valuation, Mergers & Acquisitions, Venture Capital, Investment Banking, Investment Management, Leveraged Finance, Financial Analysis, Finance
Education
Columbia Business School 2013 — 2014
Northwestern University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Evercore ISI November 2014 - Present
Nine Wells Capital Management May 2014 - June 2014
Columbia Business School January 2013 - May 2014
Tyrian Investments October 2013 - April 2014
William Blair July 2007 - December 2012
CIT Group July 2006 - May 2007
Skills
Financial Modeling, Capital Markets, Equities, Private Equity, Due Diligence, Valuation, Mergers & Acquisitions, Venture Capital, Investment Banking, Investment Management, Leveraged Finance, Financial Analysis, Finance
Education
Columbia Business School 2013 — 2014
Northwestern University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Sujal Bharucha's Evercore ISI Experience August 2010 - May 2015
Job Principal @ Williams Capital Group
Industry Capital Markets
Experience
Williams Capital Group July 2015 - Present
EVERCORE ISI August 2010 - May 2015
ITG Inc. January 1996 - December 2009
Smith Barney September 1992 - March 1995
Skills
Hedge Funds, Equities, Capital Markets, Trading, Equity Trading, Electronic Trading, Derivatives, Fixed Income, Series 7, Bloomberg, Trading Systems, Options, Securities, Financial Markets, Series 63, Market Data
Education
University at Albany, SUNY 1988 — 1992
BA, Economics
Townsend Harris High School 1984 — 1988
Williams Capital Group July 2015 - Present
EVERCORE ISI August 2010 - May 2015
ITG Inc. January 1996 - December 2009
Smith Barney September 1992 - March 1995
Skills
Hedge Funds, Equities, Capital Markets, Trading, Equity Trading, Electronic Trading, Derivatives, Fixed Income, Series 7, Bloomberg, Trading Systems, Options, Securities, Financial Markets, Series 63, Market Data
Education
University at Albany, SUNY 1988 — 1992
BA, Economics
Townsend Harris High School 1984 — 1988
Shayne Arcilla's Evercore ISI Experience July 2012 - Present
Job Associate at ISI Group
Industry Financial Services
Experience
Evercore ISI July 2012 - Present
Five Mile Capital June 2007 - March 2009
Prudential Real Estate Investors June 2005 - June 2007
Skills
Valuation, Market Research, Equity Research, Financial Modeling, Bloomberg, Financial Analysis, Investments, Private Equity, Equities, Capital Markets, Emerging Markets, Market Analysis, Microsoft Word, Economics, FactSet, Analysis, International Relations, Series 7
Education
Tufts University - The Fletcher School of Law and Diplomacy 2010 — 2012
MALD, International Development, International Finance & Banking
Penn State University 2002 — 2005
Bachelor of Science (B.S.), Finance and Economics. Minor in Art History.
Evercore ISI July 2012 - Present
Five Mile Capital June 2007 - March 2009
Prudential Real Estate Investors June 2005 - June 2007
Skills
Valuation, Market Research, Equity Research, Financial Modeling, Bloomberg, Financial Analysis, Investments, Private Equity, Equities, Capital Markets, Emerging Markets, Market Analysis, Microsoft Word, Economics, FactSet, Analysis, International Relations, Series 7
Education
Tufts University - The Fletcher School of Law and Diplomacy 2010 — 2012
MALD, International Development, International Finance & Banking
Penn State University 2002 — 2005
Bachelor of Science (B.S.), Finance and Economics. Minor in Art History.
Andrew Lucas's Evercore ISI Experience August 2010 - Present
Job Institutional Equity Sales ISI Group
Industry Financial Services
Experience
Evercore ISI August 2010 - Present
Skills
Series 7, Series 63, Equities, Bloomberg, Hedge Funds, Fixed Income, Alternative Investments, Investments, Financial Modeling, Capital Markets, Valuation, Asset Management, Asset Allocation
Education
Lehigh University 2001 — 2005
Bachelor of Science (BS), Accounting and Finance
Evercore ISI August 2010 - Present
Skills
Series 7, Series 63, Equities, Bloomberg, Hedge Funds, Fixed Income, Alternative Investments, Investments, Financial Modeling, Capital Markets, Valuation, Asset Management, Asset Allocation
Education
Lehigh University 2001 — 2005
Bachelor of Science (BS), Accounting and Finance
Patricia Mezzadri's Evercore ISI Experience January 2014 - Present
Job Supervisory Analyst at Evercore ISI
Industry Investment Banking
Experience
Evercore ISI January 2014 - Present
Morgan & Stanley Inc. & Co. March 2005 - February 2012
JPMorgan Chase 2003 - 2005
Banc of America Securities 2000 - 2003
Skills
Series 24, Series 7, Series 4, Series 9 and 10, Series 63, Writing Policies and..., Writing compliance..., Creating and Developing..., FINRA adn SEC Rule..., Risk Management
Education
University of California, San Diego 1993 — 1996
B.A., Communication, Minor in European History
Evercore ISI January 2014 - Present
Morgan & Stanley Inc. & Co. March 2005 - February 2012
JPMorgan Chase 2003 - 2005
Banc of America Securities 2000 - 2003
Skills
Series 24, Series 7, Series 4, Series 9 and 10, Series 63, Writing Policies and..., Writing compliance..., Creating and Developing..., FINRA adn SEC Rule..., Risk Management
Education
University of California, San Diego 1993 — 1996
B.A., Communication, Minor in European History
Ned Roseberry's Evercore ISI Experience June 2010 - Present
Job Managing Director at Evercore ISI
Industry Financial Services
Experience
Evercore ISI June 2010 - Present
Macquarie Bank December 2009 - March 2010
Fox-Pitt, Kelton September 1993 - November 2009
Skills
Hedge Funds, Alternative Investments, Capital Markets, Investment Banking, Financial Modeling, Bloomberg, Valuation, Equity Research, Equities, Emerging Markets, Equity Valuation, Fixed Income, Private Equity, Securities, Series 7
Education
Boston College 1989 — 1993
BS, Finance, Marketing
Evercore ISI June 2010 - Present
Macquarie Bank December 2009 - March 2010
Fox-Pitt, Kelton September 1993 - November 2009
Skills
Hedge Funds, Alternative Investments, Capital Markets, Investment Banking, Financial Modeling, Bloomberg, Valuation, Equity Research, Equities, Emerging Markets, Equity Valuation, Fixed Income, Private Equity, Securities, Series 7
Education
Boston College 1989 — 1993
BS, Finance, Marketing
Kosta Kasidakos's Evercore ISI Experience December 2014 - Present
Job Evercore ISI
Industry Capital Markets
Experience
Evercore ISI December 2014 - Present
Skills
Financial Modeling, Series 7, Banking, Mutual Funds, Valuation
Education
Florida Atlantic University 2008 — 2010
Bachelor of Business Administration (BBA), Finance and Economics, 3.877
Evercore ISI December 2014 - Present
Skills
Financial Modeling, Series 7, Banking, Mutual Funds, Valuation
Education
Florida Atlantic University 2008 — 2010
Bachelor of Business Administration (BBA), Finance and Economics, 3.877
Renee Chang Marquardt's Evercore ISI Experience August 2000 - Present
Job Senior Managing Director Institutional Equity Research Sales
Industry Financial Services
Experience
Evercore ISI August 2000 - Present
Salomon Smith Barney September 1998 - August 2000
Skills
Equities
Education
University of Pennsylvania 1994 — 1998
BA
Evercore ISI August 2000 - Present
Salomon Smith Barney September 1998 - August 2000
Skills
Equities
Education
University of Pennsylvania 1994 — 1998
BA
Karen Bader's Evercore ISI Experience September 2010 - August 2015
Job Corporate Access Coordinator
Industry Financial Services
Experience
Macquarie Group September 2015 - Present
Evercore ISI September 2010 - August 2015
Board of Studies, Teaching and Educational Standards July 2008 - December 2009
Department of Human Services NSW - Juvenile Justice March 2007 - March 2008
Skills
Equities, Hedge Funds, Microsoft Office, Bloomberg, Investment Banking, Investments, Equity Research, Private Equity, Capital Markets, Microsoft Excel, Financial Analysis, Salesforce.com, Salesforce Training, Concur, Travel Planning, Leisure Travel, Business Travel, Administration, Customer Service
Education
University of Missouri-Columbia 1996 — 2000
Communication & English, Journalism
Hazelwood Central High School 1992 — 1996
Diploma with Honors
Macquarie Group September 2015 - Present
Evercore ISI September 2010 - August 2015
Board of Studies, Teaching and Educational Standards July 2008 - December 2009
Department of Human Services NSW - Juvenile Justice March 2007 - March 2008
Skills
Equities, Hedge Funds, Microsoft Office, Bloomberg, Investment Banking, Investments, Equity Research, Private Equity, Capital Markets, Microsoft Excel, Financial Analysis, Salesforce.com, Salesforce Training, Concur, Travel Planning, Leisure Travel, Business Travel, Administration, Customer Service
Education
University of Missouri-Columbia 1996 — 2000
Communication & English, Journalism
Hazelwood Central High School 1992 — 1996
Diploma with Honors
David Togut's Evercore ISI Experience July 2010 - Present
Job Equity Research Analyst at Evercore ISI
Industry Investment Banking
Experience
Evercore ISI July 2010 - Present
First Manhattan Company February 2007 - July 2010
Morgan Stanley 1996 - 2006
Credit Suisse June 1991 - April 1996
Fred Alger Management June 1987 - July 1989
Skills
Equity Research, Equities, Valuation, Financial Modeling, Investments, Capital Markets
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance and Accounting
Brown University 1982 — 1986
AB, HIstory
Evercore ISI July 2010 - Present
First Manhattan Company February 2007 - July 2010
Morgan Stanley 1996 - 2006
Credit Suisse June 1991 - April 1996
Fred Alger Management June 1987 - July 1989
Skills
Equity Research, Equities, Valuation, Financial Modeling, Investments, Capital Markets
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance and Accounting
Brown University 1982 — 1986
AB, HIstory
Jane Raskin's Evercore ISI Experience September 2014 - Present
Job Supervisory Analyst at Evercore ISI
Industry Financial Services
Experience
Evercore ISI September 2014 - Present
Deutsche Bank May 2011 - May 2013
Oppenheimer & Co. Inc. March 2000 - January 2011
Salomon Smith Barney (Citigroup) January 1990 - March 2000
Dean Witter July 1987 - March 1991
Skills
Series 7, Equities, Securities, Financial Analysis, Risk Management, Equity Research, Valuation, FINRA, Series 63, Compliance, Research, Writing, Editing, Industry Analysis, Excel, Factset
Education
Swarthmore College
B.A., History
Evercore ISI September 2014 - Present
Deutsche Bank May 2011 - May 2013
Oppenheimer & Co. Inc. March 2000 - January 2011
Salomon Smith Barney (Citigroup) January 1990 - March 2000
Dean Witter July 1987 - March 1991
Skills
Series 7, Equities, Securities, Financial Analysis, Risk Management, Equity Research, Valuation, FINRA, Series 63, Compliance, Research, Writing, Editing, Industry Analysis, Excel, Factset
Education
Swarthmore College
B.A., History
Charmaine Welch's Evercore ISI Experience June 2010 - Present
Job Executive Assistant at Evercore ISI
Industry Financial Services
Experience
Evercore ISI June 2010 - Present
Morgan Stanley June 2004 - June 2010
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Equity Research, Series 7, Series 63, WebEx, FactSet, Concur, SurveyMonkey, Outlook
Education
Fordham University
Fordham University
Evercore ISI June 2010 - Present
Morgan Stanley June 2004 - June 2010
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Equity Research, Series 7, Series 63, WebEx, FactSet, Concur, SurveyMonkey, Outlook
Education
Fordham University
Fordham University
Julia Sidford's Evercore ISI Experience September 2009 - Present
Job Sales Assistant at ISI Group
Industry Financial Services
Experience
Och-Ziff Capital Management April 2015 - Present
Evercore ISI September 2009 - Present
ISI Group September 2009 - April 2015
Skills
Executive..., High Net Worth..., Travel Arrangements, Investments, Multi-line Phone, Equities, Event Planning, Concur, Heavy Calendaring, Executive Calendar..., Outlook, Conference Organization, Polycom Video..., Microsoft Excel, Phone Etiquette, Sales, Management, Valuation, Financial Analysis, Hedge Funds, Employee Training, Expenses, Travel Management, Hiring, Conference Coordination, Corporate Events, Charity Work, Real Estate Transactions, Real Estate Financing
Education
University of Delaware
Masters of Science, Honors Program, Psychology, Criminal Justice
University of Delaware
Bachelor of Arts (B.A.), Psychology
Och-Ziff Capital Management April 2015 - Present
Evercore ISI September 2009 - Present
ISI Group September 2009 - April 2015
Skills
Executive..., High Net Worth..., Travel Arrangements, Investments, Multi-line Phone, Equities, Event Planning, Concur, Heavy Calendaring, Executive Calendar..., Outlook, Conference Organization, Polycom Video..., Microsoft Excel, Phone Etiquette, Sales, Management, Valuation, Financial Analysis, Hedge Funds, Employee Training, Expenses, Travel Management, Hiring, Conference Coordination, Corporate Events, Charity Work, Real Estate Transactions, Real Estate Financing
Education
University of Delaware
Masters of Science, Honors Program, Psychology, Criminal Justice
University of Delaware
Bachelor of Arts (B.A.), Psychology
Brian Herlihy's Evercore ISI Experience March 2013 - Present
Job
Industry Research
Experience
Evercore ISI March 2013 - Present
Renaissance Macro Research April 2012 - March 2013
Level Global Investors September 2009 - March 2011
ISI Group June 2004 - August 2009
Skills
Microsoft Excel, Research
Education
New York University 2000 — 2003
Bachelor of Arts (B.A.), Economics
Queens College 1998 — 1999
Evercore ISI March 2013 - Present
Renaissance Macro Research April 2012 - March 2013
Level Global Investors September 2009 - March 2011
ISI Group June 2004 - August 2009
Skills
Microsoft Excel, Research
Education
New York University 2000 — 2003
Bachelor of Arts (B.A.), Economics
Queens College 1998 — 1999