FBR Company
Industry: Federal agency
DescriptionThe Federal Board of Revenue is a top federal government body that investigates crimes related to taxation and money-laundering. FBR also operates special Broadening of Tax Base Zones that keep tax evaders under surveillance and compulsorily bring them into the tax net through its inspectors. Preceding Department: Central Board of Revenue Department executive: Dr. Muhammad Jehanzeb Khan, Chairman FBR/ Federal Secretary for Revenue Founded: 1 July 1920 Headquarters: Islamabad, Pakistan Jurisdiction: Pakistan Predecessor: Federal Board of Revenue
FBR List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at FBR. You can filter them based on skills, years of employment, job, education, department, and prior employment.
FBR Salaries. You can even request information on how much does FBR pay if you want to. Learn about salaries, pros and cons of working for FBR directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
540 FBR employees in database. Find out everything there's to know about FBR employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
FBR Employees
Employee
Years
Job
Industry
Tydria Clarke Tydria Clarke's FBR Experience January 2013 - July 2013
Job Infrastructure Technician
Industry Information Technology and Services
Experience
CareFirst BlueCross BlueShield July 2013 - Present
FBR January 2013 - July 2013
FBR January 2013 - July 2013
Year Up September 2012 - July 2013
Friendship Public Charter School 2004 - 2008
Skills
Great troubleshooting..., Root Cause Problem..., Team Problem Solving, Customer Satisfaction, Customer Service, Hardware, Time Management, Microsoft Office, Leadership, Troubleshooting, Laptops, Teamwork, PowerPoint, Team Leadership, Microsoft Excel, Training, Networking, Outlook, Data Entry, Cisco Technologies, Microsoft Word, Foot Prints ticket..., Windows 7, Windows XP Pro, Blackberry applications, Access, Help Desk Support, Nonprofits, Technical Support, Computer Hardware, XP, Windows, Software Installation, SharePoint, Windows Vista, Software Documentation, OS X, Windows XP, Information Technology, Public Speaking, HTML, Active Directory, Operating Systems, Management
Education
Northern Virginia Community College 2012 — 2013
Allegany College of Maryland 2008 — 2009
Psychology
CareFirst BlueCross BlueShield July 2013 - Present
FBR January 2013 - July 2013
FBR January 2013 - July 2013
Year Up September 2012 - July 2013
Friendship Public Charter School 2004 - 2008
Skills
Great troubleshooting..., Root Cause Problem..., Team Problem Solving, Customer Satisfaction, Customer Service, Hardware, Time Management, Microsoft Office, Leadership, Troubleshooting, Laptops, Teamwork, PowerPoint, Team Leadership, Microsoft Excel, Training, Networking, Outlook, Data Entry, Cisco Technologies, Microsoft Word, Foot Prints ticket..., Windows 7, Windows XP Pro, Blackberry applications, Access, Help Desk Support, Nonprofits, Technical Support, Computer Hardware, XP, Windows, Software Installation, SharePoint, Windows Vista, Software Documentation, OS X, Windows XP, Information Technology, Public Speaking, HTML, Active Directory, Operating Systems, Management
Education
Northern Virginia Community College 2012 — 2013
Allegany College of Maryland 2008 — 2009
Psychology
Andrew Newcomb Andrew Newcomb's FBR Experience June 2011 - November 2011
Job Analyst at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets January 2012 - Present
FBR June 2011 - November 2011
FBR June 2010 - August 2010
Witter Asset Management January 2010 - March 2010
Skills
Valuation, Investment Banking, Financial Modeling, Financial Analysis
Education
Dartmouth College
Mathematics and Economics
RBC Capital Markets January 2012 - Present
FBR June 2011 - November 2011
FBR June 2010 - August 2010
Witter Asset Management January 2010 - March 2010
Skills
Valuation, Investment Banking, Financial Modeling, Financial Analysis
Education
Dartmouth College
Mathematics and Economics
Andrew Pollack Andrew Pollack's FBR Experience June 2015 - Present
Job Investment Banking Analyst at FBR
Industry
Experience
FBR June 2015 - Present
KAYAK June 2013 - August 2014
Four Seasons Racquet Club May 2012 - August 2012
Pleasantview Recreational Association June 2011 - August 2011
Cardiac Specialists May 2011 - June 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Access, Spanish, Data Analysis, Research, Microsoft Office, Public Speaking, Accounting, Forecasting
Education
University of Richmond - Robins School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Spanish
Copenhagen Business School 2013 — 2013
Finance, General
Ridgefield High School 2007 — 2011
FBR June 2015 - Present
KAYAK June 2013 - August 2014
Four Seasons Racquet Club May 2012 - August 2012
Pleasantview Recreational Association June 2011 - August 2011
Cardiac Specialists May 2011 - June 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Access, Spanish, Data Analysis, Research, Microsoft Office, Public Speaking, Accounting, Forecasting
Education
University of Richmond - Robins School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Spanish
Copenhagen Business School 2013 — 2013
Finance, General
Ridgefield High School 2007 — 2011
Harry Sanchez Harry Sanchez's FBR Experience January 2008 - March 2012
Job Chief Operating & Financial Officer at Pisces Healthcare Solutions
Industry Hospital & Health Care
Experience
Pisces Healthcare Solutions April 2012 - Present
FBR January 2008 - March 2012
CIBC World Markets September 2004 - December 2007
Trilogy Global Advisors, LP 1999 - 2003
Skills
Strategic Planning, Mergers & Acquisitions, Project Management, Financial Analysis, Business Strategy, Budgets, Change Management, Risk Management, Business Development, Financial Reporting, Start-ups, Financial Modeling, Team Building, New Business Development, Due Diligence, Operations Management, Forecasting, Finance, Contract Negotiation, Accounting
Education
Cornell University
Bachelor's degree, Economics
Pisces Healthcare Solutions April 2012 - Present
FBR January 2008 - March 2012
CIBC World Markets September 2004 - December 2007
Trilogy Global Advisors, LP 1999 - 2003
Skills
Strategic Planning, Mergers & Acquisitions, Project Management, Financial Analysis, Business Strategy, Budgets, Change Management, Risk Management, Business Development, Financial Reporting, Start-ups, Financial Modeling, Team Building, New Business Development, Due Diligence, Operations Management, Forecasting, Finance, Contract Negotiation, Accounting
Education
Cornell University
Bachelor's degree, Economics
Olivia Cory Olivia Cory's FBR Experience July 2014 - August 2014
Job PostBacc Student at Hunter College
Industry Financial Services
Experience
Hunter College August 2014 - Present
Mount Sinai Beth Israel 2014 - 2015
FBR July 2014 - August 2014
FBR March 2013 - June 2014
Stifel Nicolaus February 2010 - February 2013
Bloomberg for Mayor 2009 July 2009 - November 2009
J.P. Morgan June 2008 - June 2009
Bear Stearns July 2007 - May 2008
Education
Barnard College 2004 — 2007
Bachelor's degree, Economics
Bronx Science 1999 — 2003
Hunter College August 2014 - Present
Mount Sinai Beth Israel 2014 - 2015
FBR July 2014 - August 2014
FBR March 2013 - June 2014
Stifel Nicolaus February 2010 - February 2013
Bloomberg for Mayor 2009 July 2009 - November 2009
J.P. Morgan June 2008 - June 2009
Bear Stearns July 2007 - May 2008
Education
Barnard College 2004 — 2007
Bachelor's degree, Economics
Bronx Science 1999 — 2003
Warren Seubel Warren Seubel's FBR Experience July 2010 - April 2014
Job Director of Business Development at Addepar
Industry Financial Services
Experience
Addepar April 2014 - Present
Addepar April 2014 - Present
FBR July 2010 - April 2014
Deutsche Bank 2008 - July 2010
Bear Stearns 2006 - 2008
Bear Stearns 2002 - 2006
Bear Stearns 2001 - 2002
Skills
Trading, Institutional Sales, Risk Arbitrage, Event Driven, Mergers & Acquisitions, Marketing, Proprietary Trading, Capital Raising, Investor Relations, Investment Banking, FIG, Series 7, Series 63, Hedge Funds, Investments
Education
Amherst College 1998 — 2001
Bachelor of Arts (B.A.), Law, focus economics
London School of Economics and Political Science 1999 — 2000
Phillips Exeter Academy
Bolles
Bolles School
Addepar April 2014 - Present
Addepar April 2014 - Present
FBR July 2010 - April 2014
Deutsche Bank 2008 - July 2010
Bear Stearns 2006 - 2008
Bear Stearns 2002 - 2006
Bear Stearns 2001 - 2002
Skills
Trading, Institutional Sales, Risk Arbitrage, Event Driven, Mergers & Acquisitions, Marketing, Proprietary Trading, Capital Raising, Investor Relations, Investment Banking, FIG, Series 7, Series 63, Hedge Funds, Investments
Education
Amherst College 1998 — 2001
Bachelor of Arts (B.A.), Law, focus economics
London School of Economics and Political Science 1999 — 2000
Phillips Exeter Academy
Bolles
Bolles School
William Thompson William Thompson's FBR Experience February 2010 - August 2010
Job Vice President at Barclays
Industry Investment Banking
Experience
Barclays Investment Bank September 2014 - Present
J.P. Morgan February 2014 - September 2014
J.P. Morgan August 2011 - January 2014
Citi September 2010 - August 2011
FBR February 2010 - August 2010
Cambridge Associates July 2007 - February 2010
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Bloomberg, Investments, Hedge Funds, Equity Research, Equities, Fixed Income, Capital Markets, Investment Banking, Corporate Finance, Alternative Investments, Mergers, Equity Valuation, Asset Managment, Quantitative Analytics, Portfolio Management, Research, Series 7, Series 63
Education
Dartmouth College 2005 — 2007
Bachelor of Engineering (B.Eng.), Environmental Engineering
Colby College 2002 — 2006
Bachelor of Arts (BA), Chemistry
Barclays Investment Bank September 2014 - Present
J.P. Morgan February 2014 - September 2014
J.P. Morgan August 2011 - January 2014
Citi September 2010 - August 2011
FBR February 2010 - August 2010
Cambridge Associates July 2007 - February 2010
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Bloomberg, Investments, Hedge Funds, Equity Research, Equities, Fixed Income, Capital Markets, Investment Banking, Corporate Finance, Alternative Investments, Mergers, Equity Valuation, Asset Managment, Quantitative Analytics, Portfolio Management, Research, Series 7, Series 63
Education
Dartmouth College 2005 — 2007
Bachelor of Engineering (B.Eng.), Environmental Engineering
Colby College 2002 — 2006
Bachelor of Arts (BA), Chemistry
Neil Macker, CFA Neil Macker, CFA's FBR Experience June 2012 - March 2014
Job Equity Analyst at Morningstar
Industry Financial Services
Experience
Morningstar May 2014 - Present
FBR June 2012 - March 2014
ISS Institutional Shareholder Services January 2012 - June 2012
ISS Institutional Shareholder Services March 2011 - June 2011
1st Portfolio 2009 - 2010
Robert W. Baird August 2005 - February 2008
Corporate Executive Board 2001 - 2003
Nextel 2000 - 2001
Ernst & Young 1998 - 1999
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Finance
Carleton College 1994 — 1998
B.A., Economics and History
Morningstar May 2014 - Present
FBR June 2012 - March 2014
ISS Institutional Shareholder Services January 2012 - June 2012
ISS Institutional Shareholder Services March 2011 - June 2011
1st Portfolio 2009 - 2010
Robert W. Baird August 2005 - February 2008
Corporate Executive Board 2001 - 2003
Nextel 2000 - 2001
Ernst & Young 1998 - 1999
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Finance
Carleton College 1994 — 1998
B.A., Economics and History
Susannah Gast Susannah Gast's FBR Experience June 2006 - August 2006
Job IT Programs Manager at USO
Industry Nonprofit Organization Management
Experience
USO April 2014 - Present
MorganFranklin Consulting July 2012 - April 2014
DRT Strategies June 2007 - June 2012
FBR June 2006 - August 2006
CitiMortgage November 2002 - July 2005
Skills
Program Management, Project Management, Business Process..., Process Improvement, Business Strategy, Analysis, Leadership, Change Management
Education
American University 2005 — 2007
MBA, Finance
University of Oklahoma 1997 — 2002
BBA, Information Systems & Marketing
Birmingham City University 1999 — 2000
Study Abroad, International Marketing
USO April 2014 - Present
MorganFranklin Consulting July 2012 - April 2014
DRT Strategies June 2007 - June 2012
FBR June 2006 - August 2006
CitiMortgage November 2002 - July 2005
Skills
Program Management, Project Management, Business Process..., Process Improvement, Business Strategy, Analysis, Leadership, Change Management
Education
American University 2005 — 2007
MBA, Finance
University of Oklahoma 1997 — 2002
BBA, Information Systems & Marketing
Birmingham City University 1999 — 2000
Study Abroad, International Marketing
Mike Scherer's FBR Experience July 2015 - Present
Job at
Industry Sports
Experience
FBR July 2015 - Present
Octagon August 2008 - Present
Skills
Sponsorship, Finance, Sports Marketing, Social Media Marketing, Event Management, Social Media, Marketing Strategy, Integrated Marketing, Marketing, Marketing Communications, Sports, Sports Management, Account Management, Event Planning, Digital Marketing, Advertising, Market Research, Public Relations, Strategic Partnerships, Sales, Online Advertising
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Finance, General
Brown University 2004 — 2008
Bachelor of Arts (BA), History
FBR July 2015 - Present
Octagon August 2008 - Present
Skills
Sponsorship, Finance, Sports Marketing, Social Media Marketing, Event Management, Social Media, Marketing Strategy, Integrated Marketing, Marketing, Marketing Communications, Sports, Sports Management, Account Management, Event Planning, Digital Marketing, Advertising, Market Research, Public Relations, Strategic Partnerships, Sales, Online Advertising
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Finance, General
Brown University 2004 — 2008
Bachelor of Arts (BA), History
Ferhan Hamid's FBR Experience November 2007 - February 2009
Job CEO of INADEV Corporation
Industry Information Technology and Services
Experience
INADEV Corporation September 2009 - Present
Gonzalez Saggio & Harlan LLP March 2009 - September 2009
FBR November 2007 - February 2009
City of Chicago March 2006 - October 2007
City of Chicago 2004 - 2006
City of Chicago 2003 - 2004
Chicago Park District January 2001 - January 2003
Consultant 1998 - 2000
Illinois Attorney General 1996 - 1998
Skills
Program Management, Business Strategy, Risk Management, Mergers, Business Development, Government, Policy, Public Policy, Non-profits, Strategy, Management Consulting, Enterprise Software, Investments, Budgets, Executive Management, Mergers & Acquisitions, Management, Performance Management, Nonprofits, Finance, New Business Development, Business Planning, Policy Analysis, Entrepreneurship, Product Development, Due Diligence, Start-ups, Managerial Finance, Fundraising, Product Management, Analysis, Governance, Leadership, Software Development, Change Management, Leadership Development, Public Speaking, IT Strategy, Project Management, Requirements Analysis, Cross-functional Team..., Business Analysis, Process Improvement, Proposal Writing, Enterprise Architecture, Venture Capital, Integration, Project Planning, Organizational..., Investment Banking
Education
DePaul University College of Law 1992 — 1995
Juris Doctor
University of Illinois at Urbana-Champaign 1988 — 1992
Bachelor of Arts (BA)
INADEV Corporation September 2009 - Present
Gonzalez Saggio & Harlan LLP March 2009 - September 2009
FBR November 2007 - February 2009
City of Chicago March 2006 - October 2007
City of Chicago 2004 - 2006
City of Chicago 2003 - 2004
Chicago Park District January 2001 - January 2003
Consultant 1998 - 2000
Illinois Attorney General 1996 - 1998
Skills
Program Management, Business Strategy, Risk Management, Mergers, Business Development, Government, Policy, Public Policy, Non-profits, Strategy, Management Consulting, Enterprise Software, Investments, Budgets, Executive Management, Mergers & Acquisitions, Management, Performance Management, Nonprofits, Finance, New Business Development, Business Planning, Policy Analysis, Entrepreneurship, Product Development, Due Diligence, Start-ups, Managerial Finance, Fundraising, Product Management, Analysis, Governance, Leadership, Software Development, Change Management, Leadership Development, Public Speaking, IT Strategy, Project Management, Requirements Analysis, Cross-functional Team..., Business Analysis, Process Improvement, Proposal Writing, Enterprise Architecture, Venture Capital, Integration, Project Planning, Organizational..., Investment Banking
Education
DePaul University College of Law 1992 — 1995
Juris Doctor
University of Illinois at Urbana-Champaign 1988 — 1992
Bachelor of Arts (BA)
Jack Pecoraro, CFA Jack Pecoraro, CFA's FBR Experience July 2008 - December 2008
Job Financial Analyst, Operations Finance at Noble Energy
Industry Oil & Energy
Experience
Noble Energy April 2014 - Present
Stifel Nicolaus May 2009 - April 2014
FBR July 2008 - December 2008
American Energy Assets February 2005 - August 2007
ARAMARK January 2003 - February 2005
Education
Colorado School of Mines 2007 — 2008
Master of Science (MS), Engineering and Technology Management
Colorado School of Mines 1997 — 2002
Bachelor of Science (BS), Economics and Business
Colorado School of Mines 1997 — 2002
Bachelor of Science (BS), Chemical Engineering
Noble Energy April 2014 - Present
Stifel Nicolaus May 2009 - April 2014
FBR July 2008 - December 2008
American Energy Assets February 2005 - August 2007
ARAMARK January 2003 - February 2005
Education
Colorado School of Mines 2007 — 2008
Master of Science (MS), Engineering and Technology Management
Colorado School of Mines 1997 — 2002
Bachelor of Science (BS), Economics and Business
Colorado School of Mines 1997 — 2002
Bachelor of Science (BS), Chemical Engineering
Daniel Garroway, MBA Daniel Garroway, MBA's FBR Experience June 2008 - August 2008
Job Associate at Scottrade
Industry Financial Services
Experience
Scottrade April 2014 - Present
Morgan Stanley February 2013 - April 2014
Howard Bank May 2010 - February 2013
FBR June 2008 - August 2008
FBR June 2007 - August 2007
Education
Loyola College in Maryland 2009 — 2011
M.B.A., Finance
Binghamton University - School of Management 2005 — 2009
B.S. Management, Finance and Marketing
Scottrade April 2014 - Present
Morgan Stanley February 2013 - April 2014
Howard Bank May 2010 - February 2013
FBR June 2008 - August 2008
FBR June 2007 - August 2007
Education
Loyola College in Maryland 2009 — 2011
M.B.A., Finance
Binghamton University - School of Management 2005 — 2009
B.S. Management, Finance and Marketing
Jack McMackin Jack McMackin's FBR Experience June 2008 - October 2009
Job Wealth Advisory at Rockefeller & Co., Inc.
Industry Investment Management
Experience
Rockefeller & Co., Inc. August 2013 - Present
Prelude Financial LLC November 2009 - June 2013
Goldman Sachs June 2012 - August 2012
FBR June 2008 - October 2009
FBR June 2007 - August 2007
Financial Dynamics May 2006 - July 2006
St. James's Place Wealth Management May 2005 - July 2005
FBR June 2004 - August 2004
Skills
Business Strategy, Investment Advisory, Financial Analysis, Problem Solving, Communication, Consulting, Financial Modeling, Corporate Finance, Investments, Strategy, Finance, Wealth Management, Economics, Risk Management, Portfolio Management
Education
University of Notre Dame - Mendoza College of Business 2011 — 2013
Master of Business Administration (MBA), Investments and Securities
Elon University - Martha and Spencer Love School of Business 2004 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Rockefeller & Co., Inc. August 2013 - Present
Prelude Financial LLC November 2009 - June 2013
Goldman Sachs June 2012 - August 2012
FBR June 2008 - October 2009
FBR June 2007 - August 2007
Financial Dynamics May 2006 - July 2006
St. James's Place Wealth Management May 2005 - July 2005
FBR June 2004 - August 2004
Skills
Business Strategy, Investment Advisory, Financial Analysis, Problem Solving, Communication, Consulting, Financial Modeling, Corporate Finance, Investments, Strategy, Finance, Wealth Management, Economics, Risk Management, Portfolio Management
Education
University of Notre Dame - Mendoza College of Business 2011 — 2013
Master of Business Administration (MBA), Investments and Securities
Elon University - Martha and Spencer Love School of Business 2004 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Christopher G. Sanossian, CFA's FBR Experience October 2013 - May 2015
Job Multi Asset Platform Sales Trading
Industry Investment Banking
Experience
Goldman Sachs June 2015 - Present
FBR October 2013 - May 2015
Lazard Capital Markets June 2011 - October 2013
Cowen and Company 2004 - 2011
Skills
Valuation, Investment Banking, Trading, Series 7, Financial Modeling, Fixed Income, Equities, Capital Markets, Series 63, Trading Systems, Equity Trading, Bloomberg, Institutional Sales
Education
Boston College 2000 — 2004
BS, Finance, Marketing
Goldman Sachs June 2015 - Present
FBR October 2013 - May 2015
Lazard Capital Markets June 2011 - October 2013
Cowen and Company 2004 - 2011
Skills
Valuation, Investment Banking, Trading, Series 7, Financial Modeling, Fixed Income, Equities, Capital Markets, Series 63, Trading Systems, Equity Trading, Bloomberg, Institutional Sales
Education
Boston College 2000 — 2004
BS, Finance, Marketing
William Bird William Bird's FBR Experience October 2013 - Present
Job Equity Research Analyst at FBR
Industry Investment Management
Experience
FBR October 2013 - Present
Lazard Capital Markets November 2010 - October 2013
Bank of America / Merrill Lynch 2009 - November 2010
Steinberg Asset Management September 2007 - July 2009
Citigroup Smith Barney May 1997 - September 2007
Merrill Lynch, Pierce, Fenner & Smith Inc. 1993 - 1997
Meadowcroft 1991 - 1992
Skills
Equity Research, Investments, Portfolio Management, Stocks, Financial Modeling, Equities, Alternative Investments, Valuation, Series 7, Hedge Funds, Asset Management, Investor Relations, Strategic Planning, Business Strategy, Bloomberg, Equity Valuation, Finance, Investment Banking, Capital Markets
Education
Harvard University 1984 — 1988
BA, History
Duke University - The Fuqua School of Business 1991 — 1993
MBA, Finance
Syosset High School
FBR October 2013 - Present
Lazard Capital Markets November 2010 - October 2013
Bank of America / Merrill Lynch 2009 - November 2010
Steinberg Asset Management September 2007 - July 2009
Citigroup Smith Barney May 1997 - September 2007
Merrill Lynch, Pierce, Fenner & Smith Inc. 1993 - 1997
Meadowcroft 1991 - 1992
Skills
Equity Research, Investments, Portfolio Management, Stocks, Financial Modeling, Equities, Alternative Investments, Valuation, Series 7, Hedge Funds, Asset Management, Investor Relations, Strategic Planning, Business Strategy, Bloomberg, Equity Valuation, Finance, Investment Banking, Capital Markets
Education
Harvard University 1984 — 1988
BA, History
Duke University - The Fuqua School of Business 1991 — 1993
MBA, Finance
Syosset High School
Michelle Kaiser Michelle Kaiser's FBR Experience September 2014 - Present
Job Freelance Writer and Editor
Industry Writing and Editing
Experience
FBR September 2014 - Present
Michelle Kaiser Freelance August 2013 - Present
Brigham Young University May 2011 - July 2013
Brigham Young University January 2011 - May 2011
Bradley Public Relations April 2010 - May 2011
BYU PRSSA June 2010 - April 2011
Accuracy in Media January 2010 - April 2010
BYU PRSSA September 2009 - December 2009
HELP International September 2009 - December 2009
The Daily Universe January 2009 - April 2009
Skills
AP and Chicago Styles, Microsoft Office, Survey design and..., InDesign, Feature Articles, Research, News Writing, Press Releases, Editing, Social Media, Public Relations, Event Planning, Fundraising, Nonprofits, Newsletters
Education
Brigham Young University 2007 — 2011
BA, Communications: Public Relations, Political Science
Eastlake High School 2004 — 2007
FBR September 2014 - Present
Michelle Kaiser Freelance August 2013 - Present
Brigham Young University May 2011 - July 2013
Brigham Young University January 2011 - May 2011
Bradley Public Relations April 2010 - May 2011
BYU PRSSA June 2010 - April 2011
Accuracy in Media January 2010 - April 2010
BYU PRSSA September 2009 - December 2009
HELP International September 2009 - December 2009
The Daily Universe January 2009 - April 2009
Skills
AP and Chicago Styles, Microsoft Office, Survey design and..., InDesign, Feature Articles, Research, News Writing, Press Releases, Editing, Social Media, Public Relations, Event Planning, Fundraising, Nonprofits, Newsletters
Education
Brigham Young University 2007 — 2011
BA, Communications: Public Relations, Political Science
Eastlake High School 2004 — 2007
Mandy Lindly Mandy Lindly's FBR Experience 1999 - 2006
Job Institution Sales at Compass Point Research & Trading, LLC
Industry Financial Services
Experience
Caris & Company September 2007 - December 2012
FBR 1999 - 2006
Skills
Series 7, Equities, Series 63, Investments, Securities, Marketing, Roadshows, Alternative Investments, FINRA, Equity Trading, Equity Valuation, CRM, Portfolio Management, Investment Strategies, Private Equity, Fixed Income, Financial Modeling
Education
Eastern Washington University 1997 — 1999
Bachelor's degree, Finance & Economics
Caris & Company September 2007 - December 2012
FBR 1999 - 2006
Skills
Series 7, Equities, Series 63, Investments, Securities, Marketing, Roadshows, Alternative Investments, FINRA, Equity Trading, Equity Valuation, CRM, Portfolio Management, Investment Strategies, Private Equity, Fixed Income, Financial Modeling
Education
Eastern Washington University 1997 — 1999
Bachelor's degree, Finance & Economics
Thomas Frick Thomas Frick's FBR Experience July 2011 - March 2014
Job Treasury Desk Manager Promontory Interfinancial
Industry Financial Services
Experience
Promontory Interfinancial Network April 2014 - Present
FBR July 2011 - March 2014
Boenning & Scattergood July 2009 - June 2011
Janney Montgomery Scott June 2008 - August 2008
Credit Suisse June 2007 - December 2007
Boenning & Scattergood May 2006 - August 2006
Skills
Equities, Series 7, Valuation, Bloomberg, Excel, Series 66, series 86, series 87, Capital Markets, Securities, Bonds, Investments, Equity Research, FINRA, Equity Valuation, Financial Services, Banking, Microsoft Excel, Asset Management, Uniform Combined State..., Trading, Bloomberg Terminal, Private Equity, Series 63, Alternative Investments, Financial Modeling, Hedge Funds, Fixed Income
Education
Virginia Polytechnic Institute and State University 2015 — 2018
Master of Business Administration (MBA)
Elon University 2005 — 2009
B.S. and B.A., Business Admin./Finance and Economics
Promontory Interfinancial Network April 2014 - Present
FBR July 2011 - March 2014
Boenning & Scattergood July 2009 - June 2011
Janney Montgomery Scott June 2008 - August 2008
Credit Suisse June 2007 - December 2007
Boenning & Scattergood May 2006 - August 2006
Skills
Equities, Series 7, Valuation, Bloomberg, Excel, Series 66, series 86, series 87, Capital Markets, Securities, Bonds, Investments, Equity Research, FINRA, Equity Valuation, Financial Services, Banking, Microsoft Excel, Asset Management, Uniform Combined State..., Trading, Bloomberg Terminal, Private Equity, Series 63, Alternative Investments, Financial Modeling, Hedge Funds, Fixed Income
Education
Virginia Polytechnic Institute and State University 2015 — 2018
Master of Business Administration (MBA)
Elon University 2005 — 2009
B.S. and B.A., Business Admin./Finance and Economics
Jeffrey Grimm's FBR Experience March 2010 - July 2010
Job Network Engineer
Industry Computer Networking
Experience
Secant Technologies May 2015 - Present
Verizon Enterprise Solutions August 2010 - May 2015
FBR March 2010 - July 2010
DigitalBridge Communications August 2007 - July 2009
Ball State University August 2006 - May 2007
Hyndman Industrial Products Inc. June 2005 - August 2006
Skills
Computer Network..., Troubleshooting, TCP/IP, DHCP, STP, VLAN, Cisco Technologies, Telecommunications, Network Administration, Security, Disaster Recovery, Operating Systems, Windows, VMware, Linux
Education
Ball State University 2006 — 2007
Master of Science, Information and Communication Sciences
Indiana Institute of Technology 2001 — 2006
Bachelor of Arts, Information Systems
Secant Technologies May 2015 - Present
Verizon Enterprise Solutions August 2010 - May 2015
FBR March 2010 - July 2010
DigitalBridge Communications August 2007 - July 2009
Ball State University August 2006 - May 2007
Hyndman Industrial Products Inc. June 2005 - August 2006
Skills
Computer Network..., Troubleshooting, TCP/IP, DHCP, STP, VLAN, Cisco Technologies, Telecommunications, Network Administration, Security, Disaster Recovery, Operating Systems, Windows, VMware, Linux
Education
Ball State University 2006 — 2007
Master of Science, Information and Communication Sciences
Indiana Institute of Technology 2001 — 2006
Bachelor of Arts, Information Systems
Aryan Golzar Aryan Golzar's FBR Experience May 2014 - August 2014
Job Washington D.C. Kenya. China. UAE.
Industry International Trade and Development
Experience
Self Employed August 2014 - Present
FBR May 2014 - August 2014
Tower Hill Trading February 2014 - May 2014
Fahari Technologies 2013 - 2014
Anglo Asian Trading July 2013 - October 2013
US House of Representatives September 2012 - December 2012
Skills
Supply Chain Management, Logistics, International Research, Current Affairs, Culture, Project Management, Sales, Leadership, Strategic Planning, Networking
Education
University of Tennessee-Knoxville 2008 — 2012
Bachelor of Business Administration (B.B.A.), Logistics, Materials, and Supply Chain Management, Graduate
Universidad San Sebastián 2011 — 2011
Langley
Self Employed August 2014 - Present
FBR May 2014 - August 2014
Tower Hill Trading February 2014 - May 2014
Fahari Technologies 2013 - 2014
Anglo Asian Trading July 2013 - October 2013
US House of Representatives September 2012 - December 2012
Skills
Supply Chain Management, Logistics, International Research, Current Affairs, Culture, Project Management, Sales, Leadership, Strategic Planning, Networking
Education
University of Tennessee-Knoxville 2008 — 2012
Bachelor of Business Administration (B.B.A.), Logistics, Materials, and Supply Chain Management, Graduate
Universidad San Sebastián 2011 — 2011
Langley
Ali Yasrebi's FBR Experience February 2006 - Present
Job sr web developer at FBR
Industry Computer Software
Experience
FBR February 2006 - Present
Persys Inc 2000 - 2003
Skills
T-SQL, SQL, AJAX, ASP.NET, C#, Microsoft SQL Server, Requirements Gathering, XML, Visual Studio, .NET, Visual Basic, Databases, Web Applications, Agile Methodologies, Software Development, Data Warehousing, Database Design, Business Intelligence, ASP.NET MVC, Data Modeling, Database Administration, Web Services, SSRS, Relational Databases, jQuery, SSIS, CSS
Education
Amirkabir University of Technology - Tehran Polytechnic 1992 — 1997
Industrial engineering
FBR February 2006 - Present
Persys Inc 2000 - 2003
Skills
T-SQL, SQL, AJAX, ASP.NET, C#, Microsoft SQL Server, Requirements Gathering, XML, Visual Studio, .NET, Visual Basic, Databases, Web Applications, Agile Methodologies, Software Development, Data Warehousing, Database Design, Business Intelligence, ASP.NET MVC, Data Modeling, Database Administration, Web Services, SSRS, Relational Databases, jQuery, SSIS, CSS
Education
Amirkabir University of Technology - Tehran Polytechnic 1992 — 1997
Industrial engineering
K. Newton Juhng K. Newton Juhng's FBR Experience June 2010 - September 2011
Job Senior Vice President at GE Capital Healthcare Financial Services
Industry Financial Services
Experience
GE Capital October 2011 - Present
FBR June 2010 - September 2011
BB&T Capital Markets 2006 - 2010
Piper Jaffray 2004 - 2006
SunTrust Robinson Humphrey 2003 - 2004
Fulcrum Global Partners June 2003 - September 2003
Dresdner Kleinwort Wasserstein April 2001 - September 2002
National Institutes of Health 1996 - 1999
Skills
Alternative Investments, Analysis, Asset Management, Bloomberg, Capital Markets, Corporate Development, Corporate Finance, Due Diligence, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Investment Banking, Investments, Leveraged Finance, Portfolio Management, Mergers & Acquisitions, Research, Valuation, Private Equity, Series 7, Venture Capital
Education
Amherst College 1992 — 1996
B.A., Psychology
Tenafly High School 1988 — 1992
GE Capital October 2011 - Present
FBR June 2010 - September 2011
BB&T Capital Markets 2006 - 2010
Piper Jaffray 2004 - 2006
SunTrust Robinson Humphrey 2003 - 2004
Fulcrum Global Partners June 2003 - September 2003
Dresdner Kleinwort Wasserstein April 2001 - September 2002
National Institutes of Health 1996 - 1999
Skills
Alternative Investments, Analysis, Asset Management, Bloomberg, Capital Markets, Corporate Development, Corporate Finance, Due Diligence, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Investment Banking, Investments, Leveraged Finance, Portfolio Management, Mergers & Acquisitions, Research, Valuation, Private Equity, Series 7, Venture Capital
Education
Amherst College 1992 — 1996
B.A., Psychology
Tenafly High School 1988 — 1992
Fernando Bringas's FBR Experience July 2013 - June 2014
Job Equity Research Associate at Bank of America
Industry Financial Services
Experience
Bank of America July 2014 - Present
FBR July 2013 - June 2014
Telsey Advisory Group June 2012 - May 2013
cayuga fund llc September 2011 - May 2012
Department of Investments - NJ Pension Fund May 2011 - August 2011
Nomura Asset Management 2008 - 2009
Accenture 2005 - 2008
Skills
Financial Statement..., Research, Team Management, Financial Modeling, Valuation, Equity Research, Financial Analysis, Capital Markets, Bloomberg, Equities, Investments, Asset Managment
Education
Cornell University - Johnson Graduate School of Management 2010 — 2012
MBA, Capital Markets & Asset Management
Fairleigh Dickinson University 2000 — 2005
Bachelors of Science, Finance/Economics
Bank of America July 2014 - Present
FBR July 2013 - June 2014
Telsey Advisory Group June 2012 - May 2013
cayuga fund llc September 2011 - May 2012
Department of Investments - NJ Pension Fund May 2011 - August 2011
Nomura Asset Management 2008 - 2009
Accenture 2005 - 2008
Skills
Financial Statement..., Research, Team Management, Financial Modeling, Valuation, Equity Research, Financial Analysis, Capital Markets, Bloomberg, Equities, Investments, Asset Managment
Education
Cornell University - Johnson Graduate School of Management 2010 — 2012
MBA, Capital Markets & Asset Management
Fairleigh Dickinson University 2000 — 2005
Bachelors of Science, Finance/Economics
Joseph Mickey Giacobbe Joseph Mickey Giacobbe's FBR Experience May 2009 - July 2010
Job Managing Director at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets August 2010 - Present
FBR May 2009 - July 2010
Bank of America March 2003 - April 2009
Merrill Lynch August 1997 - March 2003
US Navy April 1992 - July 1995
US Navy May 1990 - April 1992
Skills
Investment Banking, Corporate Finance, Financial Analysis, Financial Modeling, Aerospace Industries, Defence Sector, Government Services, Mergers & Acquisitions
Education
Columbia Business School 1995 — 1997
Master of Business Administration (M.B.A.), Accounting and Finance
United States Naval Academy 1986 — 1990
Bachelor of Science (BS), Economics
Farmingdale High School 1982 — 1986
RBC Capital Markets August 2010 - Present
FBR May 2009 - July 2010
Bank of America March 2003 - April 2009
Merrill Lynch August 1997 - March 2003
US Navy April 1992 - July 1995
US Navy May 1990 - April 1992
Skills
Investment Banking, Corporate Finance, Financial Analysis, Financial Modeling, Aerospace Industries, Defence Sector, Government Services, Mergers & Acquisitions
Education
Columbia Business School 1995 — 1997
Master of Business Administration (M.B.A.), Accounting and Finance
United States Naval Academy 1986 — 1990
Bachelor of Science (BS), Economics
Farmingdale High School 1982 — 1986
Samantha Koches Samantha Koches's FBR Experience July 2010 - September 2010
Job MBA Candidate Columbia Business School, Passionate about International Development
Industry Management Consulting
Experience
Bain & Company June 2014 - August 2014
Kijana Educational Empowerment Initiative April 2013 - June 2013
Dealogic December 2012 - January 2013
Dealogic February 2011 - December 2012
Volunteer Partnerships for West Africa October 2010 - November 2010
FBR July 2010 - September 2010
MentorTennissee September 2008 - May 2010
Skills
Economics, Strategy, Data Analysis, Business Development, Market Analysis, Microsoft Excel, Relationship Management, Market Research, Grassroots Development, Business Strategy, Analysis, Management, Microfinance, Nonprofits
Education
Columbia University - Columbia Business School 2013 — 2015
Vanderbilt University 2006 — 2010
B.A., Economics; Corporate Strategy
Vanderbilt-in-Florence, CET Program 2009 — 2009
Economics, Art History
Bain & Company June 2014 - August 2014
Kijana Educational Empowerment Initiative April 2013 - June 2013
Dealogic December 2012 - January 2013
Dealogic February 2011 - December 2012
Volunteer Partnerships for West Africa October 2010 - November 2010
FBR July 2010 - September 2010
MentorTennissee September 2008 - May 2010
Skills
Economics, Strategy, Data Analysis, Business Development, Market Analysis, Microsoft Excel, Relationship Management, Market Research, Grassroots Development, Business Strategy, Analysis, Management, Microfinance, Nonprofits
Education
Columbia University - Columbia Business School 2013 — 2015
Vanderbilt University 2006 — 2010
B.A., Economics; Corporate Strategy
Vanderbilt-in-Florence, CET Program 2009 — 2009
Economics, Art History
Craig Warwick Craig Warwick's FBR Experience June 2002 - May 2012
Job Director at CLSA
Industry Capital Markets
Experience
CLSA June 2012 - Present
FBR June 2002 - May 2012
ABN AMRO Bank N.V. August 1998 - February 2002
Education
St. Lawrence University 1990 — 1994
Political Science and Government
Choate Rosemary Hall 1989 — 1990
CLSA June 2012 - Present
FBR June 2002 - May 2012
ABN AMRO Bank N.V. August 1998 - February 2002
Education
St. Lawrence University 1990 — 1994
Political Science and Government
Choate Rosemary Hall 1989 — 1990
Christopher Burnham, CFA's FBR Experience 2006 - 2008
Job Vice President at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. April 2010 - Present
FMI Capital Advisors 2008 - 2010
FBR 2006 - 2008
Branch Banking and Trust 2004 - 2006
Education
Lancaster University 2002 — 2003
MSc, Finance (Distinction)
East Carolina University 1998 — 2001
BSBA, Busines Finance (Magna Cum Laude)
Elon University 1997 — 1998
Business
Harris Williams & Co. April 2010 - Present
FMI Capital Advisors 2008 - 2010
FBR 2006 - 2008
Branch Banking and Trust 2004 - 2006
Education
Lancaster University 2002 — 2003
MSc, Finance (Distinction)
East Carolina University 1998 — 2001
BSBA, Busines Finance (Magna Cum Laude)
Elon University 1997 — 1998
Business
Steven Pritsios's FBR Experience 2003 - 2008
Job Merrill Lynch Private Banking & Investment Group
Industry Banking
Experience
Merrilll Lynch Private Banking June 2015 - Present
Barclays Wealth and Investment Management January 2010 - June 2015
FBR 2003 - 2008
Education
Bucknell University
Merrilll Lynch Private Banking June 2015 - Present
Barclays Wealth and Investment Management January 2010 - June 2015
FBR 2003 - 2008
Education
Bucknell University
Calvin Sternick Calvin Sternick's FBR Experience April 2014 - March 2015
Job Equity Research Associate at Cowen and Company
Industry Financial Services
Experience
Cowen and Company April 2015 - Present
FBR April 2014 - March 2015
Ernst & Young August 2012 - April 2014
Binghamton University November 2010 - November 2010
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Equity Research, Equities
Education
Binghamton University 2008 — 2012
Bachelor of Science, Accounting & Finance
Cowen and Company April 2015 - Present
FBR April 2014 - March 2015
Ernst & Young August 2012 - April 2014
Binghamton University November 2010 - November 2010
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Equity Research, Equities
Education
Binghamton University 2008 — 2012
Bachelor of Science, Accounting & Finance
Gaurav Mehta, CFA's FBR Experience May 2010 - November 2011
Job Equity Research Analyst REITs & Lodging at Cantor Fitzgerald
Industry Investment Banking
Experience
Cantor Fitzgerald May 2015 - Present
Cantor Fitzgerald December 2011 - April 2015
FBR May 2010 - November 2011
Atlantis Investment May 2005 - September 2009
CIBC World Markets 2004 - 2004
Standard & Poor's August 2002 - December 2002
Skills
DCF, Investment Management, Finance, Banking, Asset Allocation, REIT, Fundamental Analysis, CMBS, Acquisitions, Commercial Real Estate, Value Investing, DCF Valuation, Equity Research, Equity Capital Markets
Education
Delhi University
Bachelor of Commerce (BCom)
Fordham Gabelli School of Business
MBA, Finance
Institute of Hotel Management
Hospitality Administration/Management
Cantor Fitzgerald May 2015 - Present
Cantor Fitzgerald December 2011 - April 2015
FBR May 2010 - November 2011
Atlantis Investment May 2005 - September 2009
CIBC World Markets 2004 - 2004
Standard & Poor's August 2002 - December 2002
Skills
DCF, Investment Management, Finance, Banking, Asset Allocation, REIT, Fundamental Analysis, CMBS, Acquisitions, Commercial Real Estate, Value Investing, DCF Valuation, Equity Research, Equity Capital Markets
Education
Delhi University
Bachelor of Commerce (BCom)
Fordham Gabelli School of Business
MBA, Finance
Institute of Hotel Management
Hospitality Administration/Management
Alvin Kressler Alvin Kressler's FBR Experience 2001 - 2003
Job COO | Director of Research
Industry Financial Services
Experience
Brinson Patrick 2013 - 2014
Bloomberg Tradebook 2010 - 2013
The New York Society of Security Analysts (NYSSA) 2006 - 2010
Lehman Brothers 2004 - 2006
FBR 2001 - 2003
US Army 1990 - 1994
Skills
Financial Modeling, Financial Analysis, Strategic Planning, Business Strategy, Risk Management, Finance, Equity Research, Investments, Equities, Portfolio Management, Analysis, Hedge Funds, Corporate Finance, Bloomberg, Investment Strategies, Strategy, Capital Markets, Mutual Funds, Valuation, Management, Business Analysis, Investor Relations, Start-ups, Alternative Investments, Leadership, Investment Banking, Private Equity, Asset Management, Investment Management
Education
The University of Chicago - Booth School of Business 1994 — 1996
MBA, Finance
Drexel University 1985 — 1990
BS, Accounting and Finance
Officer's Entry Level Management & Leadership Course (Armor Officer Basic Course) 1990 — 1990
Commandant's List, Military Science, Leadership and Operational Art
Brinson Patrick 2013 - 2014
Bloomberg Tradebook 2010 - 2013
The New York Society of Security Analysts (NYSSA) 2006 - 2010
Lehman Brothers 2004 - 2006
FBR 2001 - 2003
US Army 1990 - 1994
Skills
Financial Modeling, Financial Analysis, Strategic Planning, Business Strategy, Risk Management, Finance, Equity Research, Investments, Equities, Portfolio Management, Analysis, Hedge Funds, Corporate Finance, Bloomberg, Investment Strategies, Strategy, Capital Markets, Mutual Funds, Valuation, Management, Business Analysis, Investor Relations, Start-ups, Alternative Investments, Leadership, Investment Banking, Private Equity, Asset Management, Investment Management
Education
The University of Chicago - Booth School of Business 1994 — 1996
MBA, Finance
Drexel University 1985 — 1990
BS, Accounting and Finance
Officer's Entry Level Management & Leadership Course (Armor Officer Basic Course) 1990 — 1990
Commandant's List, Military Science, Leadership and Operational Art
Merci Pons Merci Pons's FBR Experience August 2005 - November 2011
Job Securitization Program Manager at Fannie Mae
Industry Financial Services
Experience
Fannie Mae December 2013 - Present
Fannie Mae January 2012 - November 2013
FBR August 2005 - November 2011
JP Morgan Chase August 2003 - July 2005
JP Morgan Chase August 2000 - July 2003
Fidelity Investments June 1996 - July 2000
Skills
Bloomberg, Equity Trading, Market Data, Fidessa, Series 7, PMP
Education
Boston University - School of Management 1998 — 2000
MBA, Finance
Tufts University 1992 — 1996
BS, Ergonomics
Fannie Mae December 2013 - Present
Fannie Mae January 2012 - November 2013
FBR August 2005 - November 2011
JP Morgan Chase August 2003 - July 2005
JP Morgan Chase August 2000 - July 2003
Fidelity Investments June 1996 - July 2000
Skills
Bloomberg, Equity Trading, Market Data, Fidessa, Series 7, PMP
Education
Boston University - School of Management 1998 — 2000
MBA, Finance
Tufts University 1992 — 1996
BS, Ergonomics
Brad Byrnes's FBR Experience September 2001 - December 2011
Job Partner, Institutional Sales
Industry Financial Services
Experience
Compass Point Research & Trading June 2012 - Present
FBR September 2001 - December 2011
eLink Communications September 1999 - August 2001
Broadwing Communications October 1997 - September 1999
Skills
Investments, Capital Markets, Information Technology, Institutional Sales, Institutional Investors, C-Level Sales, SaaS, Broadband, Alternative Investments, Investment Banking, Business Analysis, Business Development, Hedge Funds, Institutional..., Financial Services
Education
University of Colorado at Boulder
BA, English Literature, Business
Denison University
St. Paul's School
Compass Point Research & Trading June 2012 - Present
FBR September 2001 - December 2011
eLink Communications September 1999 - August 2001
Broadwing Communications October 1997 - September 1999
Skills
Investments, Capital Markets, Information Technology, Institutional Sales, Institutional Investors, C-Level Sales, SaaS, Broadband, Alternative Investments, Investment Banking, Business Analysis, Business Development, Hedge Funds, Institutional..., Financial Services
Education
University of Colorado at Boulder
BA, English Literature, Business
Denison University
St. Paul's School
Laurent Vasilescu Laurent Vasilescu's FBR Experience September 2010 - August 2011
Job Senior Equity Research Analyst at Macquarie Capital
Industry Financial Services
Experience
Macquarie Group August 2011 - Present
FBR September 2010 - August 2011
BNY Mellon September 2009 - September 2010
Columbia Business School August 2008 - May 2010
Lazard Asset Management June 2009 - July 2009
Limited Brands (NYCO Division) May 2001 - January 2008
PricewaterhouseCoopers June 1999 - May 2001
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance
Columbia University in the City of New York 1995 — 1999
BA, Economics
Macquarie Group August 2011 - Present
FBR September 2010 - August 2011
BNY Mellon September 2009 - September 2010
Columbia Business School August 2008 - May 2010
Lazard Asset Management June 2009 - July 2009
Limited Brands (NYCO Division) May 2001 - January 2008
PricewaterhouseCoopers June 1999 - May 2001
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance
Columbia University in the City of New York 1995 — 1999
BA, Economics
Scott Breegle Scott Breegle's FBR Experience January 2007 - January 2008
Job Senior Analyst Collaboration and SharePoint at Kennametal
Industry Machinery
Experience
Kennametal October 2013 - Present
Community Care Behavioral Health October 2012 - October 2013
Continous Learning Group October 2008 - October 2012
CLG 2008 - October 2012
Wachovia Securities February 2008 - October 2008
FBR January 2007 - January 2008
Skills
SharePoint, Sonicwall, Microsoft Office, Windows, SQL Server, Business Analysis, Cisco Call Manager, Desktop Support, HTML, Outlook, Excel, Bloomberg, Customer Service, Active Directory, Microsoft SQL Server, Technical Support, Microsoft Excel, SSRS, SharePoint Designer, Microsoft Office..., CSS Javascript, InfoPath Forms, Workflow, Microsoft Exchange, Project Management, XP, Servers, InfoPath, CRM, Firewalls, Process Improvement, Visio, Microsoft Technologies, Software Development, Access, SQL, Windows Server, IIS, Windows 7, System Administration, Crystal Reports, VMware, Disaster Recovery, jQuery, Enterprise Architecture, CSS, Software Documentation, Cloud Computing, Office 365, JavaScript
Education
Alderson-Broaddus College 2001 — 2005
Bachelors of Science, Computer Science
University of Pittsburgh 2001 — 2001
BS, Computer Science
Greensburg Central Catholic
High School Diploma, General Studies
Kennametal October 2013 - Present
Community Care Behavioral Health October 2012 - October 2013
Continous Learning Group October 2008 - October 2012
CLG 2008 - October 2012
Wachovia Securities February 2008 - October 2008
FBR January 2007 - January 2008
Skills
SharePoint, Sonicwall, Microsoft Office, Windows, SQL Server, Business Analysis, Cisco Call Manager, Desktop Support, HTML, Outlook, Excel, Bloomberg, Customer Service, Active Directory, Microsoft SQL Server, Technical Support, Microsoft Excel, SSRS, SharePoint Designer, Microsoft Office..., CSS Javascript, InfoPath Forms, Workflow, Microsoft Exchange, Project Management, XP, Servers, InfoPath, CRM, Firewalls, Process Improvement, Visio, Microsoft Technologies, Software Development, Access, SQL, Windows Server, IIS, Windows 7, System Administration, Crystal Reports, VMware, Disaster Recovery, jQuery, Enterprise Architecture, CSS, Software Documentation, Cloud Computing, Office 365, JavaScript
Education
Alderson-Broaddus College 2001 — 2005
Bachelors of Science, Computer Science
University of Pittsburgh 2001 — 2001
BS, Computer Science
Greensburg Central Catholic
High School Diploma, General Studies
Matt Rubin Matt Rubin's FBR Experience August 2010 - July 2011
Job Sr. Manager Marketing Analytics (Latin America) at Burger King Corporation
Industry Consumer Goods
Experience
Burger King Corporation March 2015 - Present
The SWI Group July 2013 - March 2015
Huron Capital Partners May 2012 - August 2012
FBR August 2010 - July 2011
KeyBanc Capital Markets June 2008 - August 2010
Bear Stearns 2007 - 2008
Madison International Realty June 2006 - August 2006
Skills
Investment Banking, Valuation, Financial Modeling, Private Equity, Capital Markets, Bloomberg, Corporate Finance, LBO, Equities, Due Diligence, Fixed Income, Hedge Funds, Analytics, Venture Capital, Strategy, Financial Analysis, Mergers & Acquisitions, Competitive Analysis, Business Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
MBA, Strategy, Entrepreneurship & Finance
Columbia University in the City of New York 2003 — 2007
BA, Economics
University School 1990 — 2003
Burger King Corporation March 2015 - Present
The SWI Group July 2013 - March 2015
Huron Capital Partners May 2012 - August 2012
FBR August 2010 - July 2011
KeyBanc Capital Markets June 2008 - August 2010
Bear Stearns 2007 - 2008
Madison International Realty June 2006 - August 2006
Skills
Investment Banking, Valuation, Financial Modeling, Private Equity, Capital Markets, Bloomberg, Corporate Finance, LBO, Equities, Due Diligence, Fixed Income, Hedge Funds, Analytics, Venture Capital, Strategy, Financial Analysis, Mergers & Acquisitions, Competitive Analysis, Business Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
MBA, Strategy, Entrepreneurship & Finance
Columbia University in the City of New York 2003 — 2007
BA, Economics
University School 1990 — 2003
Trena Brown Trena Brown's FBR Experience 2003 - 2008
Job President, Taylor Brown Associates
Industry Human Resources
Experience
Taylor Brown Associates, LLC June 2003 - Present
FBR 2003 - 2008
AT&T 1978 - 2003
IBM 1974 - 1978
Skills
Strategic Planning, Vendor Management, Mergers, Leadership Development, Program Management, Organizational..., Process Improvement, Strategic Partnerships, Management Consulting, Succession Planning, Team Building, Performance Management, Organizational..., Management, Leadership, Marketing, Team Leadership, Human Resources, Mergers & Acquisitions, Sales, Start-ups, Talent Management, Coaching, Project Management, Executive Management, Strategy, Executive Coaching, New Business Development, Business Analysis, Change Management, Employee Relations, Strategic Human..., Business Development, Contract Negotiation, Business Planning, Business Strategy, CRM, Entrepreneurship, Organizational Design, Policy, Talent Acquisition, Training
Education
University of Maryland College Park 1965 — 1969
B.A.
Coppin State University
Masters
Taylor Brown Associates, LLC June 2003 - Present
FBR 2003 - 2008
AT&T 1978 - 2003
IBM 1974 - 1978
Skills
Strategic Planning, Vendor Management, Mergers, Leadership Development, Program Management, Organizational..., Process Improvement, Strategic Partnerships, Management Consulting, Succession Planning, Team Building, Performance Management, Organizational..., Management, Leadership, Marketing, Team Leadership, Human Resources, Mergers & Acquisitions, Sales, Start-ups, Talent Management, Coaching, Project Management, Executive Management, Strategy, Executive Coaching, New Business Development, Business Analysis, Change Management, Employee Relations, Strategic Human..., Business Development, Contract Negotiation, Business Planning, Business Strategy, CRM, Entrepreneurship, Organizational Design, Policy, Talent Acquisition, Training
Education
University of Maryland College Park 1965 — 1969
B.A.
Coppin State University
Masters
Cee-Cee Swalling's FBR Experience June 2014 - Present
Job Administrative Assistant at FBR
Industry Environmental Services
Experience
FBR June 2014 - Present
Lockheed Martin September 2013 - June 2014
Wolf Trap Foundation for the Performing Arts May 2013 - August 2013
Washington National Opera April 2012 - May 2013
Senator Ted Steven's Office August 2005 - May 2006
Skills
Theatre, Administrative..., Congressional Affairs, Management, Sewing, Multi Tasking, Microsoft Office, Constituent Services, Sales Operations, Organizational..., Team Leadership, Fast-paced, HTML 5
Education
American University 2005 — 2009
Bachelor of Arts (BA), Literature and Theatre
Alaska Pacific University 2004 — 2005
Early Honors Program, Psychology
FBR June 2014 - Present
Lockheed Martin September 2013 - June 2014
Wolf Trap Foundation for the Performing Arts May 2013 - August 2013
Washington National Opera April 2012 - May 2013
Senator Ted Steven's Office August 2005 - May 2006
Skills
Theatre, Administrative..., Congressional Affairs, Management, Sewing, Multi Tasking, Microsoft Office, Constituent Services, Sales Operations, Organizational..., Team Leadership, Fast-paced, HTML 5
Education
American University 2005 — 2009
Bachelor of Arts (BA), Literature and Theatre
Alaska Pacific University 2004 — 2005
Early Honors Program, Psychology
Debra Schall Debra Schall's FBR Experience January 2012 - July 2012
Job Event Coordinator at Biblical Life Institute
Industry Religious Institutions
Experience
Biblical Life Institute July 2012 - July 2013
FBR January 2012 - July 2012
Gifted Minds Academy October 2009 - December 2011
Skills
Early Childhood..., Early Childhood..., Event Management, Volunteer Management, Event Planning, Public Speaking, Non-profits, Training
Education
Old Dominion University 2010 — 2013
Bachelor's degree, Human Services, General
Butler County Community College 1995 — 1997
Associates Applied Science, Early Childhood Education and Teaching
Biblical Life Institute July 2012 - July 2013
FBR January 2012 - July 2012
Gifted Minds Academy October 2009 - December 2011
Skills
Early Childhood..., Early Childhood..., Event Management, Volunteer Management, Event Planning, Public Speaking, Non-profits, Training
Education
Old Dominion University 2010 — 2013
Bachelor's degree, Human Services, General
Butler County Community College 1995 — 1997
Associates Applied Science, Early Childhood Education and Teaching
Edward Tomaszewski Edward Tomaszewski's FBR Experience June 2010 - May 2011
Job Senior Manager, Corporate Development at TakeTwo Interactive Software, Inc.
Industry Entertainment
Experience
Take-Two Interactive Software, Inc. August 2013 - Present
Nomura Securities May 2011 - August 2013
FBR June 2010 - May 2011
Bryant Park Capital January 2009 - June 2010
Education
Drexel University 2008 — 2010
MS, Finance
King's College 2004 — 2008
BS, Finance
Take-Two Interactive Software, Inc. August 2013 - Present
Nomura Securities May 2011 - August 2013
FBR June 2010 - May 2011
Bryant Park Capital January 2009 - June 2010
Education
Drexel University 2008 — 2010
MS, Finance
King's College 2004 — 2008
BS, Finance
Christopher S. James, M.D. Christopher S. James, M.D.'s FBR Experience February 2015 - Present
Job Senior Equity Research Analyst, SVP at FBR
Industry Biotechnology
Experience
FBR February 2015 - Present
Brinson Patrick Securities Corporation July 2013 - February 2015
Retrophin March 2012 - November 2012
MLV & Co. October 2009 - February 2012
Trivium Capital Management June 2008 - October 2008
Rodman & Renshaw June 2006 - June 2008
Daiichi-Sankyo Co., LTD 2005 - 2006
Defined Health 2004 - 2005
New York-Presbyterian Hospital 2001 - 2004
Skills
Clinical Development, Management, Equities, Surgery, Treatment, Science, Clinical Trials, Corporate Development, IND, Entrepreneurship, Corporate Finance, Investment Strategies, Start-ups, Strategy, Medical Affairs, Hospitals, Drug Development, Protein Chemistry, Private Equity, Equity Research, Regulatory Affairs
Education
Yale University School of Medicine 1997 — 2001
M.D., Medicine
Cornell University 1995 — 1997
Bachelor of Science, Biological Science
United States Air Force Academy 1993 — 1995
FBR February 2015 - Present
Brinson Patrick Securities Corporation July 2013 - February 2015
Retrophin March 2012 - November 2012
MLV & Co. October 2009 - February 2012
Trivium Capital Management June 2008 - October 2008
Rodman & Renshaw June 2006 - June 2008
Daiichi-Sankyo Co., LTD 2005 - 2006
Defined Health 2004 - 2005
New York-Presbyterian Hospital 2001 - 2004
Skills
Clinical Development, Management, Equities, Surgery, Treatment, Science, Clinical Trials, Corporate Development, IND, Entrepreneurship, Corporate Finance, Investment Strategies, Start-ups, Strategy, Medical Affairs, Hospitals, Drug Development, Protein Chemistry, Private Equity, Equity Research, Regulatory Affairs
Education
Yale University School of Medicine 1997 — 2001
M.D., Medicine
Cornell University 1995 — 1997
Bachelor of Science, Biological Science
United States Air Force Academy 1993 — 1995
Kaitlyn H. Romell Kaitlyn H. Romell's FBR Experience January 2012 - Present
Job Adoption Specialist at the Bair Foundation
Industry
Experience
the Bair Foundation February 2013 - Present
FBR January 2012 - Present
Holiday Park Preschool December 2008 - May 2012
Gap Inc. April 2011 - January 2012
Unity Community Church June 2011 - August 2011
Plum Food Pantry July 2006 - June 2011
Skills
Social Work, Social Skills, Childcare, Visual Merchandising, Data Entry, Psychology, Time Management, Public Speaking, Facebook, Sales, Child Development, PowerPoint
Education
Edinboro University of Pennsylvania 2012 — 2014
Master of Social Work (MSW), Social Work
Saint Vincent College 2008 — 2012
Bachelor of Science, Psychology, Sociology
the Bair Foundation February 2013 - Present
FBR January 2012 - Present
Holiday Park Preschool December 2008 - May 2012
Gap Inc. April 2011 - January 2012
Unity Community Church June 2011 - August 2011
Plum Food Pantry July 2006 - June 2011
Skills
Social Work, Social Skills, Childcare, Visual Merchandising, Data Entry, Psychology, Time Management, Public Speaking, Facebook, Sales, Child Development, PowerPoint
Education
Edinboro University of Pennsylvania 2012 — 2014
Master of Social Work (MSW), Social Work
Saint Vincent College 2008 — 2012
Bachelor of Science, Psychology, Sociology
Craig Kucera Craig Kucera's FBR Experience 2000 - 2006
Job Senior Equity REIT Analyst @ Wunderlich Securities
Industry Financial Services
Experience
Residence Bridge 2011 - 2012
Fannie Mae 2010 - 2011
BB&T Capital Markets 2007 - 2009
TBC Securities 2006 - 2007
FBR 2000 - 2006
Charles E. Smith Residential Realty 1999 - 2000
Skills
Valuation, Financial Modeling, Investments, Private Equity, Equity Research, Investment Banking, Real Estate, Investment Properties, Structured Finance, Finance, Capital Markets, Credit, Equities, Forecasting, Due Diligence, Corporate Finance
Education
Georgetown University Law Center
University of Iowa
MBA
Bradley University
BS
Residence Bridge 2011 - 2012
Fannie Mae 2010 - 2011
BB&T Capital Markets 2007 - 2009
TBC Securities 2006 - 2007
FBR 2000 - 2006
Charles E. Smith Residential Realty 1999 - 2000
Skills
Valuation, Financial Modeling, Investments, Private Equity, Equity Research, Investment Banking, Real Estate, Investment Properties, Structured Finance, Finance, Capital Markets, Credit, Equities, Forecasting, Due Diligence, Corporate Finance
Education
Georgetown University Law Center
University of Iowa
MBA
Bradley University
BS
Leonid Breyman Leonid Breyman's FBR Experience August 2014 - Present
Job Investment Banking Analyst at FBR
Industry Financial Services
Experience
FBR August 2014 - Present
PricewaterhouseCoopers September 2012 - August 2014
Education
State University of New York at Binghamton 2008 — 2012
BS, Management/ Finance, Magna Cum Laude
Brooklyn Technical High School 2004 — 2008
FBR August 2014 - Present
PricewaterhouseCoopers September 2012 - August 2014
Education
State University of New York at Binghamton 2008 — 2012
BS, Management/ Finance, Magna Cum Laude
Brooklyn Technical High School 2004 — 2008
David Cook, CSM, CSPO David Cook, CSM, CSPO's FBR Experience May 2004 - November 2011
Job Business Integration System Senior Manager at Pentagon Federal Credit Union
Industry Financial Services
Experience
Pentagon Federal Credit Union July 2012 - Present
Independent February 2012 - June 2012
FBR May 2004 - November 2011
UUNET / MCI WorldCom 2000 - 2004
NRECA 1998 - 2000
MCI Systemhouse 1993 - 1998
Skills
Vendor Management, Program Management, Vision, Strategy &..., Web Application Design, System Architecture, Web and eCommerce..., Oracle E-Business Suite, Oracle SQL, Microsoft SQL Server, Solution Architecture, Service Oriented..., Data Management & IT, Business Process..., Agile Project Management, Management Consulting, Project Management, IT Financial Management, Business Analysis, Unix, Financial Systems, HR Software, Data Warehouse..., Business Intelligence..., Software Project..., Project Portfolio..., SharePoint, Microsoft Office, Third Party Vendor..., Microsoft Project, ERP Software, ERP Implementations, Business Intelligence, Certified Scrum Master..., Enterprise Software, SaaS, Integration, Enterprise Architecture, MS Project
Education
American University - Kogod School of Business
BA, Finance and Computer Science
Pentagon Federal Credit Union July 2012 - Present
Independent February 2012 - June 2012
FBR May 2004 - November 2011
UUNET / MCI WorldCom 2000 - 2004
NRECA 1998 - 2000
MCI Systemhouse 1993 - 1998
Skills
Vendor Management, Program Management, Vision, Strategy &..., Web Application Design, System Architecture, Web and eCommerce..., Oracle E-Business Suite, Oracle SQL, Microsoft SQL Server, Solution Architecture, Service Oriented..., Data Management & IT, Business Process..., Agile Project Management, Management Consulting, Project Management, IT Financial Management, Business Analysis, Unix, Financial Systems, HR Software, Data Warehouse..., Business Intelligence..., Software Project..., Project Portfolio..., SharePoint, Microsoft Office, Third Party Vendor..., Microsoft Project, ERP Software, ERP Implementations, Business Intelligence, Certified Scrum Master..., Enterprise Software, SaaS, Integration, Enterprise Architecture, MS Project
Education
American University - Kogod School of Business
BA, Finance and Computer Science
Drew Tunney Drew Tunney's FBR Experience June 2011 - August 2011
Job Software Engineer at Sighten
Industry Computer Software
Experience
Sighten, Inc. June 2014 - Present
General Assemb.ly January 2014 - April 2014
Ilhabela Inc September 2012 - January 2014
Vox Sportswear Inc. 2009 - July 2012
FBR June 2011 - August 2011
The Clam Bar July 2004 - September 2008
Skills
JavaScript, AngularJS, Django, Python, Ruby on Rails, Test Driven Development, MVC, Ruby, Financial Modeling, Sales, Market Research, Web Development, jQuery, Web Applications, PostgreSQL, Amazon Web Services..., Databases, Data Analysis, APIs, Git
Education
Dartmouth College 2008 — 2012
AB, History and Economics
Bond University 2010 — 2010
Study Abroad
Brunswick School 2004 — 2008
High School Diploma
Sighten, Inc. June 2014 - Present
General Assemb.ly January 2014 - April 2014
Ilhabela Inc September 2012 - January 2014
Vox Sportswear Inc. 2009 - July 2012
FBR June 2011 - August 2011
The Clam Bar July 2004 - September 2008
Skills
JavaScript, AngularJS, Django, Python, Ruby on Rails, Test Driven Development, MVC, Ruby, Financial Modeling, Sales, Market Research, Web Development, jQuery, Web Applications, PostgreSQL, Amazon Web Services..., Databases, Data Analysis, APIs, Git
Education
Dartmouth College 2008 — 2012
AB, History and Economics
Bond University 2010 — 2010
Study Abroad
Brunswick School 2004 — 2008
High School Diploma
Mike Atlas's FBR Experience 2003 - 2006
Job Managing Consultant
Industry Management Consulting
Experience
c3/consulting September 2006 - Present
FBR 2003 - 2006
FBR Capital Markets 2002 - 2006
Vista Innovation August 2001 - September 2002
Magnet Interactive 1998 - 1999
Roland House 1996 - 1998
Skills
ITIL, Service Management, Data Center, Infrastructure, Project Management, Disaster Recovery, Business Process..., Vendor Management, Business Analysis, Information Technology, Management Consulting, Consulting, Program Management, Process Improvement, Business Intelligence
Education
American University 1992 — 1996
BA, Criminal Justice
Hall High 1988 — 1992
Degree, High School
c3/consulting September 2006 - Present
FBR 2003 - 2006
FBR Capital Markets 2002 - 2006
Vista Innovation August 2001 - September 2002
Magnet Interactive 1998 - 1999
Roland House 1996 - 1998
Skills
ITIL, Service Management, Data Center, Infrastructure, Project Management, Disaster Recovery, Business Process..., Vendor Management, Business Analysis, Information Technology, Management Consulting, Consulting, Program Management, Process Improvement, Business Intelligence
Education
American University 1992 — 1996
BA, Criminal Justice
Hall High 1988 — 1992
Degree, High School
Nitsan Hargil, CFA Nitsan Hargil, CFA's FBR Experience April 2001 - May 2005
Job President at Ivy Advocate
Industry Education Management
Experience
Ivy Advocate September 2009 - Present
MegaPatents June 2005 - September 2009
FBR April 2001 - May 2005
Kaufman Bros. April 1999 - April 2001
Lehman Brothers July 1996 - March 1999
Skills
Institutional Investors, Financial Services, Hedge Funds, Alternative Investments, Investment Banking, Investor Relations, Nonprofits, Non-profit..., Non-profit Leadership, Equities, Mergers & Acquisitions, Asset Management, Institutional..., Equity Research, Capital Markets, Derivatives, Due Diligence, Venture Capital, Finance, Emerging Markets, Fixed Income, Private Equity, Financial Modeling, Portfolio Management, Funding, Strategy, Corporate Finance, Investments, Valuation, Series 7, Structured Products, Investment Advisory, Financial Analysis, IPO, Equity Valuation, Financial Markets, Investment Strategies, Financial Advisory, Structured Finance, Financial Structuring, Securities, Investment Management, Wealth Management, Business Valuation, Private Placements, Asset Allocation, Corporate Development, Bonds
Education
UCLA Anderson School of Management 1994 — 1996
MBA, International Finance
California State University-Northridge 1981 — 1985
BA Special Major, Computer Science / Geography
Ivy Advocate September 2009 - Present
MegaPatents June 2005 - September 2009
FBR April 2001 - May 2005
Kaufman Bros. April 1999 - April 2001
Lehman Brothers July 1996 - March 1999
Skills
Institutional Investors, Financial Services, Hedge Funds, Alternative Investments, Investment Banking, Investor Relations, Nonprofits, Non-profit..., Non-profit Leadership, Equities, Mergers & Acquisitions, Asset Management, Institutional..., Equity Research, Capital Markets, Derivatives, Due Diligence, Venture Capital, Finance, Emerging Markets, Fixed Income, Private Equity, Financial Modeling, Portfolio Management, Funding, Strategy, Corporate Finance, Investments, Valuation, Series 7, Structured Products, Investment Advisory, Financial Analysis, IPO, Equity Valuation, Financial Markets, Investment Strategies, Financial Advisory, Structured Finance, Financial Structuring, Securities, Investment Management, Wealth Management, Business Valuation, Private Placements, Asset Allocation, Corporate Development, Bonds
Education
UCLA Anderson School of Management 1994 — 1996
MBA, International Finance
California State University-Northridge 1981 — 1985
BA Special Major, Computer Science / Geography
Abby Mead Abby Mead's FBR Experience 2005 - 2005
Job Associate Banker, Private Bank, J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2012 - Present
JP Morgan June 2011 - August 2012
College of the Holy Cross August 2007 - July 2010
Kenyon College January 2007 - July 2007
Octagon June 2006 - January 2007
FBR 2005 - 2005
Skills
Financial Modeling, Program Management, Recruiting, Financial Analysis, Fundraising, Coaching, Strategy, Public Speaking, Leadership, Corporate Finance, Data Analysis, Strategic Planning, Media Relations, Market Research
Education
Pontificia Universidad Católica de Chile 2012 — 2012
Master of Business Administration (MBA), Study Abroad, Strategic Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Business Administration and Management, General
Thammasat University 2011 — 2011
Master of Business Administration (MBA), Study Abroad, Thailand in the Global Economy
Davidson College 2002 — 2006
B.A., Political Science and Economics
The London School of Economics and Political Science (LSE) 2004 — 2004
Study Abroad, Political Economy
National Cathedral School 1993 — 2002
Diploma
J.P. Morgan August 2012 - Present
JP Morgan June 2011 - August 2012
College of the Holy Cross August 2007 - July 2010
Kenyon College January 2007 - July 2007
Octagon June 2006 - January 2007
FBR 2005 - 2005
Skills
Financial Modeling, Program Management, Recruiting, Financial Analysis, Fundraising, Coaching, Strategy, Public Speaking, Leadership, Corporate Finance, Data Analysis, Strategic Planning, Media Relations, Market Research
Education
Pontificia Universidad Católica de Chile 2012 — 2012
Master of Business Administration (MBA), Study Abroad, Strategic Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Business Administration and Management, General
Thammasat University 2011 — 2011
Master of Business Administration (MBA), Study Abroad, Thailand in the Global Economy
Davidson College 2002 — 2006
B.A., Political Science and Economics
The London School of Economics and Political Science (LSE) 2004 — 2004
Study Abroad, Political Economy
National Cathedral School 1993 — 2002
Diploma
Patrick Leary, PMP's FBR Experience March 2004 - July 2005
Job Program Director at ICF International
Industry Information Technology and Services
Experience
ICF International March 2012 - Present
ICF International March 2009 - March 2012
ICF International February 2008 - February 2009
FBR Capital Markets Corp February 2006 - December 2007
FBR Capital Markets Corp July 2005 - February 2006
FBR March 2004 - July 2005
FBR December 2001 - March 2004
FBR June 2000 - December 2001
Discovery Communications March 2000 - May 2000
Coleman Design Group May 1999 - March 2000
Skills
Business Analysis, Program Management, Software Project..., Business Process..., Management Consulting, Vendor Management, SharePoint, Requirements Analysis, Project Management, Project Portfolio..., Risk Management, Process Improvement, Change Management, Business Intelligence, SDLC, PMP, Governance, IT Strategy, Enterprise Architecture, IT Management, Integration, Cross-functional Team..., PMO, Disaster Recovery, Information Technology, Agile Project Management
Education
Bucknell University 1995 — 1999
Bachelor of Science (BS), Cell Biology/Biochemistry
ICF International March 2012 - Present
ICF International March 2009 - March 2012
ICF International February 2008 - February 2009
FBR Capital Markets Corp February 2006 - December 2007
FBR Capital Markets Corp July 2005 - February 2006
FBR March 2004 - July 2005
FBR December 2001 - March 2004
FBR June 2000 - December 2001
Discovery Communications March 2000 - May 2000
Coleman Design Group May 1999 - March 2000
Skills
Business Analysis, Program Management, Software Project..., Business Process..., Management Consulting, Vendor Management, SharePoint, Requirements Analysis, Project Management, Project Portfolio..., Risk Management, Process Improvement, Change Management, Business Intelligence, SDLC, PMP, Governance, IT Strategy, Enterprise Architecture, IT Management, Integration, Cross-functional Team..., PMO, Disaster Recovery, Information Technology, Agile Project Management
Education
Bucknell University 1995 — 1999
Bachelor of Science (BS), Cell Biology/Biochemistry
Vivek Siwatch's FBR Experience November 2012 - August 2013
Job
Industry Investment Banking
Experience
Credit Suisse August 2013 - Present
FBR November 2012 - August 2013
eSolar January 2012 - November 2012
Indiana University Bloomington August 2009 - May 2011
Cummins June 2010 - August 2010
Foster Wheeler July 2008 - March 2009
Selas Heat Technology Company January 2006 - June 2008
Skills
Cross-functional Team..., Financial Analysis, Manufacturing, Strategy, Microsoft Excel, Quantitative Analytics, Equity Research, Quantitative Analysis, Matlab, Asset Management, Portfolio Management, Project Management, Six Sigma, Forecasting, Business Development, Excel, SPSS, Asset Managment, Financial Modeling, Start-ups, Leadership, Competitive Analysis, Analysis, Business Strategy
Education
Indiana University - Kelley School of Business 2009 — 2011
MBA, Finance/ Strategic Consulting/ Marketing
Texas A&M University 2003 — 2005
Master of Science, Mechanical Engineering
Delhi College of Engineering 1999 — 2003
Bachelor of Engineering, Mechanical Engineering
Credit Suisse August 2013 - Present
FBR November 2012 - August 2013
eSolar January 2012 - November 2012
Indiana University Bloomington August 2009 - May 2011
Cummins June 2010 - August 2010
Foster Wheeler July 2008 - March 2009
Selas Heat Technology Company January 2006 - June 2008
Skills
Cross-functional Team..., Financial Analysis, Manufacturing, Strategy, Microsoft Excel, Quantitative Analytics, Equity Research, Quantitative Analysis, Matlab, Asset Management, Portfolio Management, Project Management, Six Sigma, Forecasting, Business Development, Excel, SPSS, Asset Managment, Financial Modeling, Start-ups, Leadership, Competitive Analysis, Analysis, Business Strategy
Education
Indiana University - Kelley School of Business 2009 — 2011
MBA, Finance/ Strategic Consulting/ Marketing
Texas A&M University 2003 — 2005
Master of Science, Mechanical Engineering
Delhi College of Engineering 1999 — 2003
Bachelor of Engineering, Mechanical Engineering
Scott Schwalbert's FBR Experience June 2015 - August 2015
Job Finance Intern at Clemson University Foundation
Industry Financial Services
Experience
Clemson University August 2015 - Present
FBR June 2015 - August 2015
OnDeckBiotech May 2013 - August 2013
Tickets for Charity May 2012 - July 2012
Peterson Party Center May 2011 - July 2011
Cross Cuts Landscaping June 2010 - September 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, English, Time Management, Management, Analysis, Sales, Leadership, Data Analysis, Accounting
Education
Clemson University 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Clemson University August 2015 - Present
FBR June 2015 - August 2015
OnDeckBiotech May 2013 - August 2013
Tickets for Charity May 2012 - July 2012
Peterson Party Center May 2011 - July 2011
Cross Cuts Landscaping June 2010 - September 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, English, Time Management, Management, Analysis, Sales, Leadership, Data Analysis, Accounting
Education
Clemson University 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Romancia McShay Romancia McShay's FBR Experience June 2012 - January 2013
Job Help Desk Engineer at Institute of Museum and Library Services
Industry Information Technology and Services
Experience
Institute of Museum and Library Services July 2014 - Present
Northern Virginia Community College March 2012 - Present
Freddie Mac December 2013 - July 2014
Cognosante September 2013 - December 2013
L-3 Communications July 2013 - December 2013
American University January 2013 - July 2013
FBR June 2012 - January 2013
Year Up 2012 - 2013
Forman Mills January 2012 - March 2012
Federal City Recovery Services December 2009 - March 2010
Skills
Communication, Microsoft Excel, Access, Team Leadership, Organizational..., Creative Writing, Video Editing, Problem Solving, Strategic Planning, PowerPoint, Customer Service, Hospitality, Help Desk Support, Computer Hardware, Telephone..., Microsoft Office 2007, Microsoft Outlook..., Information Technology, Hardware, Networking, Software Installation
Education
Prince George's Community College 2014 — 2016
Associate of Science Degree in Information Technology, Computer Science, 3.5
Northern Virginia Community College 2012 — 2012
Information Technology, 4.0
Bowie State University 2007 — 2009
Partner of Northern Virginia Community College
Institute of Museum and Library Services July 2014 - Present
Northern Virginia Community College March 2012 - Present
Freddie Mac December 2013 - July 2014
Cognosante September 2013 - December 2013
L-3 Communications July 2013 - December 2013
American University January 2013 - July 2013
FBR June 2012 - January 2013
Year Up 2012 - 2013
Forman Mills January 2012 - March 2012
Federal City Recovery Services December 2009 - March 2010
Skills
Communication, Microsoft Excel, Access, Team Leadership, Organizational..., Creative Writing, Video Editing, Problem Solving, Strategic Planning, PowerPoint, Customer Service, Hospitality, Help Desk Support, Computer Hardware, Telephone..., Microsoft Office 2007, Microsoft Outlook..., Information Technology, Hardware, Networking, Software Installation
Education
Prince George's Community College 2014 — 2016
Associate of Science Degree in Information Technology, Computer Science, 3.5
Northern Virginia Community College 2012 — 2012
Information Technology, 4.0
Bowie State University 2007 — 2009
Partner of Northern Virginia Community College
Joseph Winn Joseph Winn's FBR Experience June 2015 - Present
Job Equity Research, FBR & Co
Industry Investment Banking
Experience
FBR June 2015 - Present
Babson College Fund May 2014 - May 2015
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA), Finance
Sacred Heart University - John F. Welch College of Business 2009 — 2013
Bachelor's degree, Finance and Marketing
FBR June 2015 - Present
Babson College Fund May 2014 - May 2015
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA), Finance
Sacred Heart University - John F. Welch College of Business 2009 — 2013
Bachelor's degree, Finance and Marketing
William Fideli's FBR Experience June 1998 - July 2002
Job Founder, Managing Partner at William Fideli Investments
Industry Real Estate
Experience
William Fideli Investments August 2009 - Present
Ceres Partners September 2010 - June 2013
Taurus Corporate Properties September 2006 - March 2009
CRIC Capital, LLC 2004 - 2006
FBR June 1998 - July 2002
Tucker Anthony (now RBC Capital Markets) December 1996 - June 1998
Bank of America 1995 - 1996
Skills
Due Diligence, Mergers, Valuation, Asset Managment, Private Equity, Asset Management, Mergers & Acquisitions, Investments, Real Estate, Acquisitions, Strategy, Financial Structuring, Investment Properties, Business Development, Finance, Portfolio Management, Leases, Business Planning, Hedge Funds, Equities, Joint Ventures, Real Estate Private..., Venture Capital, Real Estate Economics, Financial Services, Alternative Investments, Capital Raising, Corporate Development, Investment Banking, Financial Modeling, Disposition, Private Placements, Real Estate Financing, Dispositions
Education
University of Notre Dame 1991 — 1995
BBA, Finance and Sociology
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2004
MBA
William Fideli Investments August 2009 - Present
Ceres Partners September 2010 - June 2013
Taurus Corporate Properties September 2006 - March 2009
CRIC Capital, LLC 2004 - 2006
FBR June 1998 - July 2002
Tucker Anthony (now RBC Capital Markets) December 1996 - June 1998
Bank of America 1995 - 1996
Skills
Due Diligence, Mergers, Valuation, Asset Managment, Private Equity, Asset Management, Mergers & Acquisitions, Investments, Real Estate, Acquisitions, Strategy, Financial Structuring, Investment Properties, Business Development, Finance, Portfolio Management, Leases, Business Planning, Hedge Funds, Equities, Joint Ventures, Real Estate Private..., Venture Capital, Real Estate Economics, Financial Services, Alternative Investments, Capital Raising, Corporate Development, Investment Banking, Financial Modeling, Disposition, Private Placements, Real Estate Financing, Dispositions
Education
University of Notre Dame 1991 — 1995
BBA, Finance and Sociology
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2004
MBA
Buck Russell Buck Russell's FBR Experience September 2008 - Present
Job Institutional Equity Sales
Industry Investment Banking
Experience
FBR September 2008 - Present
Winona Camps June 2004 - August 2004
Skills
Equities, Investments, Capital Markets, Bloomberg, Series 7, Series 63, Hedge Funds, Marketing
Education
Elon University 2004 — 2008
Bachelor's Degree, Economics
Wellesley High School 2000 — 2004
FBR September 2008 - Present
Winona Camps June 2004 - August 2004
Skills
Equities, Investments, Capital Markets, Bloomberg, Series 7, Series 63, Hedge Funds, Marketing
Education
Elon University 2004 — 2008
Bachelor's Degree, Economics
Wellesley High School 2000 — 2004
Trey Laird Trey Laird's FBR Experience October 2013 - Present
Job Managing Director FBR
Industry Financial Services
Experience
FBR October 2013 - Present
Lazard Capital Markets December 2007 - October 2013
Piper Jaffray June 2002 - June 2007
Hambrecht & Quist February 1996 - June 2000
Bankers Trust June 1993 - February 1996
Skills
Hedge Funds, Equities, Trading, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Electronic Trading, Equity Research, Equity Trading, FINRA, Fixed Income, Institutional..., Investment Banking, Investments, Mutual Funds, Portfolio Management, Private Equity, Securities, Series 63, Series 7, Trading Systems, Valuation
Education
Dartmouth College 1989 — 1993
BA, Government
Trinity School
FBR October 2013 - Present
Lazard Capital Markets December 2007 - October 2013
Piper Jaffray June 2002 - June 2007
Hambrecht & Quist February 1996 - June 2000
Bankers Trust June 1993 - February 1996
Skills
Hedge Funds, Equities, Trading, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Electronic Trading, Equity Research, Equity Trading, FINRA, Fixed Income, Institutional..., Investment Banking, Investments, Mutual Funds, Portfolio Management, Private Equity, Securities, Series 63, Series 7, Trading Systems, Valuation
Education
Dartmouth College 1989 — 1993
BA, Government
Trinity School
Judy Huie, CIA, SPHR's FBR Experience November 2005 - October 2006
Job Business Management Director at Freddie Mac
Industry Financial Services
Experience
Freddie Mac July 2011 - Present
Freddie Mac March 2009 - June 2011
Freddie Mac November 2006 - February 2009
FBR November 2005 - October 2006
Freddie Mac May 2004 - October 2005
Etrade January 2002 - April 2004
PricewaterhouseCoopers September 1999 - December 2001
PricewaterhouseCoopers June 1998 - August 1998
Skills
Internal Controls, Internal Audit, Sarbanes-Oxley Act, External Audit, Enterprise Risk..., Business Process..., Financial Analysis, Budgets, COSO, Financial Accounting, Leadership, Banking, Financial Modeling, Financial Services, Business Continuity, Corporate Governance, Financial Reporting, Mortgage Lending, Credit Risk, Human Resources, Cash Management, Capital Markets, GAAP, Treasury Management, Risk Analysis, Sarbanes-Oxley, Operational Risk, Auditing, Management, Financial Risk, Operational Risk..., Risk Management, Process Improvement, Accounting, Program Management, Finance, Analysis, Vendor Management, Project Management, Governance, Change Management, Business Analysis
Education
American University - Kogod School of Business 2010 — 2012
MS, Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 1995 — 1999
BS, Accounting
Freddie Mac July 2011 - Present
Freddie Mac March 2009 - June 2011
Freddie Mac November 2006 - February 2009
FBR November 2005 - October 2006
Freddie Mac May 2004 - October 2005
Etrade January 2002 - April 2004
PricewaterhouseCoopers September 1999 - December 2001
PricewaterhouseCoopers June 1998 - August 1998
Skills
Internal Controls, Internal Audit, Sarbanes-Oxley Act, External Audit, Enterprise Risk..., Business Process..., Financial Analysis, Budgets, COSO, Financial Accounting, Leadership, Banking, Financial Modeling, Financial Services, Business Continuity, Corporate Governance, Financial Reporting, Mortgage Lending, Credit Risk, Human Resources, Cash Management, Capital Markets, GAAP, Treasury Management, Risk Analysis, Sarbanes-Oxley, Operational Risk, Auditing, Management, Financial Risk, Operational Risk..., Risk Management, Process Improvement, Accounting, Program Management, Finance, Analysis, Vendor Management, Project Management, Governance, Change Management, Business Analysis
Education
American University - Kogod School of Business 2010 — 2012
MS, Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 1995 — 1999
BS, Accounting
Edward Mills's FBR Experience March 2010 - Present
Job Financial Policy Analyst, Managing Director at FBR
Industry Financial Services
Experience
FBR March 2010 - Present
United States Senate August 2009 - March 2010
U.S. House of Representatives March 2001 - August 2009
Skills
Public Affairs, Policy, Economics, Legislation, Political Campaigns, Politics, Policy Analysis, Government, Legislative Relations, Public Policy, Strategic Communications, Program Management
Education
Boston College 1996 — 2000
Bachelor's degree, Political Science and Government
FBR March 2010 - Present
United States Senate August 2009 - March 2010
U.S. House of Representatives March 2001 - August 2009
Skills
Public Affairs, Policy, Economics, Legislation, Political Campaigns, Politics, Policy Analysis, Government, Legislative Relations, Public Policy, Strategic Communications, Program Management
Education
Boston College 1996 — 2000
Bachelor's degree, Political Science and Government
Robert Talcott Robert Talcott's FBR Experience June 2013 - August 2013
Job Student at Bowdoin College
Industry Financial Services
Experience
Barclays Investment Bank June 2015 - Present
Barclays Investment Bank June 2014 - August 2014
FBR June 2013 - August 2013
CBRE June 2012 - August 2012
Education
Bowdoin College 2011 — 2015
Bachelor's degree, Political Science and Government
Barclays Investment Bank June 2015 - Present
Barclays Investment Bank June 2014 - August 2014
FBR June 2013 - August 2013
CBRE June 2012 - August 2012
Education
Bowdoin College 2011 — 2015
Bachelor's degree, Political Science and Government
Jenny Hong's FBR Experience June 2011 - July 2012
Job Associate at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets January 2015 - Present
RBC Capital Markets May 2013 - December 2014
Loughlin Management Partners August 2012 - May 2013
FBR June 2011 - July 2012
TD Securities June 2010 - August 2010
Skills
Financial Modeling, Investment Banking, Financial Analysis, Bloomberg, Corporate Finance
Education
Boston College 2007 — 2011
Bachelor of Science, Finance, Accounting, Mathematics
RBC Capital Markets January 2015 - Present
RBC Capital Markets May 2013 - December 2014
Loughlin Management Partners August 2012 - May 2013
FBR June 2011 - July 2012
TD Securities June 2010 - August 2010
Skills
Financial Modeling, Investment Banking, Financial Analysis, Bloomberg, Corporate Finance
Education
Boston College 2007 — 2011
Bachelor of Science, Finance, Accounting, Mathematics
Nikhil Bhalla Nikhil Bhalla's FBR Experience September 2008 - Present
Job VP Equity Research at FBR
Industry Investment Banking
Experience
FBR September 2008 - Present
Host Hotels & Resorts June 2006 - July 2008
Susquehanna International Group, LLP (SIG) January 2005 - May 2006
Skills
Valuation, Equities, Equity Research, Capital Markets, Financial Modeling, Investment Banking, Hedge Funds, Investments, Asset Management, Bloomberg, Private Equity, Financial Analysis, Portfolio Management, Due Diligence, Alternative Investments, Fixed Income, Series 7, DCF, Equity Valuation, Securities, Finance
Education
Cornell University 2001 — 2003
Master's degree, Hospitality Administration/Management
FBR September 2008 - Present
Host Hotels & Resorts June 2006 - July 2008
Susquehanna International Group, LLP (SIG) January 2005 - May 2006
Skills
Valuation, Equities, Equity Research, Capital Markets, Financial Modeling, Investment Banking, Hedge Funds, Investments, Asset Management, Bloomberg, Private Equity, Financial Analysis, Portfolio Management, Due Diligence, Alternative Investments, Fixed Income, Series 7, DCF, Equity Valuation, Securities, Finance
Education
Cornell University 2001 — 2003
Master's degree, Hospitality Administration/Management
Connor Hall's FBR Experience June 2015 - August 2015
Job Summer Analyst at FBR & Co.
Industry Financial Services
Experience
FBR June 2015 - August 2015
GE Lighting September 2014 - December 2014
Skills
Economics, Public Speaking, Social Media, Microsoft Excel, PowerPoint, Microsoft Word, Latin
Education
Davidson College 2012 — 2016
Bachelor of Arts (BA), Economics
Shaker Heights High School 2008 — 2012
FBR June 2015 - August 2015
GE Lighting September 2014 - December 2014
Skills
Economics, Public Speaking, Social Media, Microsoft Excel, PowerPoint, Microsoft Word, Latin
Education
Davidson College 2012 — 2016
Bachelor of Arts (BA), Economics
Shaker Heights High School 2008 — 2012
Andy Frukacz's FBR Experience June 2011 - July 2012
Job Midwest Operations Manager at Drizly
Industry Wine and Spirits
Experience
Drizly March 2015 - Present
Beam Suntory July 2014 - March 2015
Stifel Financial Corp. August 2012 - June 2014
FBR June 2011 - July 2012
Morgan Keegan Technology Group June 2010 - August 2010
The Omerta Group June 2009 - August 2009
Skills
Investment Banking, Financial Modeling, Underwriting, Capital Markets, Securities, Financial Analysis, Presentation Preparation, Enterprise Valuation, Equity Valuation, Business Valuation, Valuation
Education
Boston College 2007 — 2011
B.Sc., Finance; Corporate Reporting and Financial Statement Analysis
The London School of Economics and Political Science (LSE) 2009 — 2009
International Business Environment
Loyola Academy 2003 — 2007
High School
Drizly March 2015 - Present
Beam Suntory July 2014 - March 2015
Stifel Financial Corp. August 2012 - June 2014
FBR June 2011 - July 2012
Morgan Keegan Technology Group June 2010 - August 2010
The Omerta Group June 2009 - August 2009
Skills
Investment Banking, Financial Modeling, Underwriting, Capital Markets, Securities, Financial Analysis, Presentation Preparation, Enterprise Valuation, Equity Valuation, Business Valuation, Valuation
Education
Boston College 2007 — 2011
B.Sc., Finance; Corporate Reporting and Financial Statement Analysis
The London School of Economics and Political Science (LSE) 2009 — 2009
International Business Environment
Loyola Academy 2003 — 2007
High School
Amy Shah's FBR Experience 2007 - 2011
Job Business Operations Manager at CrossCountry Consulting
Industry Management Consulting
Experience
CrossCountry Consulting 2012 - Present
Amalgamated Casualty Insurance Co. 2012 - 2012
FBR 2007 - 2011
Chartwell Education Group 2005 - 2007
Woodrow Wilson International Center for Scholars 2005 - 2005
American University 2002 - 2005
Ethics and Public Policy Center 2003 - 2004
National Cancer Institute 2002 - 2004
U.S. House of Representatives 2002 - 2002
Skills
Strategic Planning, Project Management, Program Management, Operations Management, Team Building, Manage Client..., Leadership, Process Improvement, Management Consulting, Event Management, Data Analysis, Research, Financial Modeling, Management, Valuation, Financial Analysis, Finance, Program Development, Corporate Communications, Public Policy, Event Planning, Analysis, Budgets, Risk Management, Teaching, Capital Markets, Investment Banking, Corporate Finance, Strategy, Department Management, Budgeting, Team Coordination
Education
American University 2001 — 2005
Bachelors of Science, Interdisciplinary Studies - Science, Ethics & Public Policy
CrossCountry Consulting 2012 - Present
Amalgamated Casualty Insurance Co. 2012 - 2012
FBR 2007 - 2011
Chartwell Education Group 2005 - 2007
Woodrow Wilson International Center for Scholars 2005 - 2005
American University 2002 - 2005
Ethics and Public Policy Center 2003 - 2004
National Cancer Institute 2002 - 2004
U.S. House of Representatives 2002 - 2002
Skills
Strategic Planning, Project Management, Program Management, Operations Management, Team Building, Manage Client..., Leadership, Process Improvement, Management Consulting, Event Management, Data Analysis, Research, Financial Modeling, Management, Valuation, Financial Analysis, Finance, Program Development, Corporate Communications, Public Policy, Event Planning, Analysis, Budgets, Risk Management, Teaching, Capital Markets, Investment Banking, Corporate Finance, Strategy, Department Management, Budgeting, Team Coordination
Education
American University 2001 — 2005
Bachelors of Science, Interdisciplinary Studies - Science, Ethics & Public Policy
Bobby Jones's FBR Experience June 2012 - August 2012
Job Investment Banking Analyst at Stifel
Industry Investment Banking
Experience
Stifel Financial Corp. July 2013 - July 2015
FBR June 2012 - August 2012
United States Senate January 2012 - April 2012
Fleishman-Hillard June 2011 - August 2011
Gateway Commercial/ Summit Realty Ventures May 2010 - August 2010
Education
American University - Kogod School of Business 2009 — 2013
Business Administration, Finance
The Chinese University of Hong Kong 2011 — 2012
IASP Exchange Program
Saint Louis Priory School 2003 — 2009
Stifel Financial Corp. July 2013 - July 2015
FBR June 2012 - August 2012
United States Senate January 2012 - April 2012
Fleishman-Hillard June 2011 - August 2011
Gateway Commercial/ Summit Realty Ventures May 2010 - August 2010
Education
American University - Kogod School of Business 2009 — 2013
Business Administration, Finance
The Chinese University of Hong Kong 2011 — 2012
IASP Exchange Program
Saint Louis Priory School 2003 — 2009
Phillip Anthony Spradley Phillip Anthony Spradley's FBR Experience 2011 - 2011
Job Crisis Clinician II
Industry Mental Health Care
Experience
City of Pittsburgh Mayor Bill Peduto Transition Committee November 2013 - Present
City of Pittsburgh Mayor Bill Peduto Transition Committee November 2013 - Present
UPMC Re:Solve October 2011 - January 2015
Mercy Behavioral Health April 2010 - October 2011
FBR 2011 - 2011
Northshore Community Alliance December 2009 - April 2010
FamilyLinks May 2009 - April 2010
SafePlace Connection Foster Care Agency June 2004 - September 2009
Allegheny County Court of Common Pleas May 2008 - May 2009
George Junior Republic, Gove October 2006 - May 2008
Skills
Case Managment, Service Coordination, Juvenile Justice, Project Management, Grant Administration, Mental Health, Social Services, Psychology, Program Development, Community Outreach, Group Therapy, Mental Health Counseling, Crisis Intervention, Treatment, Adolescents, Child Welfare, Clinical Research, Post Traumatic Stress, Case Management, Behavior Modification, Program Evaluation, Therapists, Family Therapy, Interventions, Leadership, Motivational..., Anger Management, Autism Spectrum..., Psychological Assessment, Grief Counseling, Psychotherapy, Life Transitions, Policy, Conflict Resolution, Stress Management, Career Counseling, Child Development, Training, CBT, Fundraising, Counseling Psychology, Healthcare, Behavioral Health, Addiction Recovery, Dual Diagnosis, Play Therapy, Mindfulness, DBT, Nonprofits, Clinical Supervision
Education
American Institute of Holistic Theology 2005 — 2018
Doctor of Philosophy (Ph.D.), Metaphysics
University of Sedona 2004 — 2008
B. Msc, Metaphysics
Christian Bible College and Seminary 2005 — 2007
Master of Ministry, Spiritual Counseling
Edinboro University of Pennsylvania 1996 — 2000
BA, Psychology
John A. Brashear High School 1992 — 1996
Diploma, Accelerated Academics/Honors
City of Pittsburgh Mayor Bill Peduto Transition Committee November 2013 - Present
City of Pittsburgh Mayor Bill Peduto Transition Committee November 2013 - Present
UPMC Re:Solve October 2011 - January 2015
Mercy Behavioral Health April 2010 - October 2011
FBR 2011 - 2011
Northshore Community Alliance December 2009 - April 2010
FamilyLinks May 2009 - April 2010
SafePlace Connection Foster Care Agency June 2004 - September 2009
Allegheny County Court of Common Pleas May 2008 - May 2009
George Junior Republic, Gove October 2006 - May 2008
Skills
Case Managment, Service Coordination, Juvenile Justice, Project Management, Grant Administration, Mental Health, Social Services, Psychology, Program Development, Community Outreach, Group Therapy, Mental Health Counseling, Crisis Intervention, Treatment, Adolescents, Child Welfare, Clinical Research, Post Traumatic Stress, Case Management, Behavior Modification, Program Evaluation, Therapists, Family Therapy, Interventions, Leadership, Motivational..., Anger Management, Autism Spectrum..., Psychological Assessment, Grief Counseling, Psychotherapy, Life Transitions, Policy, Conflict Resolution, Stress Management, Career Counseling, Child Development, Training, CBT, Fundraising, Counseling Psychology, Healthcare, Behavioral Health, Addiction Recovery, Dual Diagnosis, Play Therapy, Mindfulness, DBT, Nonprofits, Clinical Supervision
Education
American Institute of Holistic Theology 2005 — 2018
Doctor of Philosophy (Ph.D.), Metaphysics
University of Sedona 2004 — 2008
B. Msc, Metaphysics
Christian Bible College and Seminary 2005 — 2007
Master of Ministry, Spiritual Counseling
Edinboro University of Pennsylvania 1996 — 2000
BA, Psychology
John A. Brashear High School 1992 — 1996
Diploma, Accelerated Academics/Honors
Chris Siedman Chris Siedman's FBR Experience 2001 - 2005
Job Assistant Portfolio Manager at Hovde Capital
Industry Investment Banking
Experience
Hovde Capital Advisors 2007 - 2014
FBR 2001 - 2005
UBS Investment Bank 1997 - 2001
Merrill Lynch 1994 - 1997
Fitch Ratings 1991 - 1994
Skills
Equities, Portfolio Management, Banking, Equity Research, Capital Markets, Hedge Funds, Financial Modeling, Valuation, Bloomberg, Asset Management, Fixed Income, Equity Valuation, Financial Analysis, Options, Derivatives, Credit Risk, Financial Services, Credit Analysis, Financial Markets, Structured Products, Credit, Economics, Credit Derivatives, Investment Management, Mergers & Acquisitions, Investment Strategies, Due Diligence, Trading, Research, DCF
Education
Cornell University
Economics, Business Management, Chemistry
Notre Dame High School
Hovde Capital Advisors 2007 - 2014
FBR 2001 - 2005
UBS Investment Bank 1997 - 2001
Merrill Lynch 1994 - 1997
Fitch Ratings 1991 - 1994
Skills
Equities, Portfolio Management, Banking, Equity Research, Capital Markets, Hedge Funds, Financial Modeling, Valuation, Bloomberg, Asset Management, Fixed Income, Equity Valuation, Financial Analysis, Options, Derivatives, Credit Risk, Financial Services, Credit Analysis, Financial Markets, Structured Products, Credit, Economics, Credit Derivatives, Investment Management, Mergers & Acquisitions, Investment Strategies, Due Diligence, Trading, Research, DCF
Education
Cornell University
Economics, Business Management, Chemistry
Notre Dame High School
Sophie Young's FBR Experience March 2013 - Present
Job Parttime editor at FBR
Industry Investment Banking
Experience
FBR March 2013 - Present
Deseret Book May 2010 - July 2012
Hager Sharp January 2010 - April 2010
Brigham Young University 2004 - April 2010
Neal A. Maxwell Institute of Religious Scholarship September 2009 - December 2009
Deseret Book June 2009 - September 2009
Rome Italy Mission 2007 - 2008
FundingUniverse.com 2005 - 2006
Skills
Public Speaking, Editing, Management, Social Media Marketing, Event Planning, Microsoft Excel, Market Research, Training, Public Relations, Strategy, Social Media
Education
Brigham Young University 2004 — 2010
BA, Communications: Public Relations; Editing
FBR March 2013 - Present
Deseret Book May 2010 - July 2012
Hager Sharp January 2010 - April 2010
Brigham Young University 2004 - April 2010
Neal A. Maxwell Institute of Religious Scholarship September 2009 - December 2009
Deseret Book June 2009 - September 2009
Rome Italy Mission 2007 - 2008
FundingUniverse.com 2005 - 2006
Skills
Public Speaking, Editing, Management, Social Media Marketing, Event Planning, Microsoft Excel, Market Research, Training, Public Relations, Strategy, Social Media
Education
Brigham Young University 2004 — 2010
BA, Communications: Public Relations; Editing
Dana English Dana English's FBR Experience 2012 - 2015
Job
Industry
Experience
Family Behavioral Resources August 2012 - Present
FBR 2012 - 2015
CSAAC May 2008 - February 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Outlook, Teaching, Public Speaking, Autism Spectrum..., Staff Development, Applied Behavior..., CPR Certified, Community Outreach, Program Development, Psychology, Supervisory Skills
Education
Johns Hopkins University School of Education 2006 — 2009
Master of Science (M.S.), School Counseling
Eastern University 2001 — 2005
Bachelor of Science (B.S.), Psychology
Family Behavioral Resources August 2012 - Present
FBR 2012 - 2015
CSAAC May 2008 - February 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Outlook, Teaching, Public Speaking, Autism Spectrum..., Staff Development, Applied Behavior..., CPR Certified, Community Outreach, Program Development, Psychology, Supervisory Skills
Education
Johns Hopkins University School of Education 2006 — 2009
Master of Science (M.S.), School Counseling
Eastern University 2001 — 2005
Bachelor of Science (B.S.), Psychology
Will Peppo Will Peppo's FBR Experience May 2002 - August 2002
Job Mobile Advertising Executive
Industry Information Technology and Services
Experience
Placecast May 2012 - Present
APX Labs 2013 - Present
TrackMaven 2012 - Present
NextGen Angels 2012 - Present
TxVia June 2010 - December 2011
Revolution Partners February 2004 - April 2010
Milestone Partners June 2003 - January 2004
FBR May 2002 - August 2002
Accenture 1996 - 2001
Skills
Mobile Payments, Mobile Marketing, Mobile Advertising, Mobile Internet, Executive Management, Venture Capital, M&A experience, Negotiation, Finance, Strategy, New Business Development, Mergers, Business Strategy, Mergers & Acquisitions, Investment Banking, SaaS, Valuation, Leadership, Financial Modeling, Private Equity, Start-ups, Business Development, Product Management, Corporate Development, Corporate Finance, Entrepreneurship, Strategic Partnerships, Management, Angel Investing
Education
Wharton Business School 2001 — 2003
MBA
Duke University 1992 — 1996
BSE
Placecast May 2012 - Present
APX Labs 2013 - Present
TrackMaven 2012 - Present
NextGen Angels 2012 - Present
TxVia June 2010 - December 2011
Revolution Partners February 2004 - April 2010
Milestone Partners June 2003 - January 2004
FBR May 2002 - August 2002
Accenture 1996 - 2001
Skills
Mobile Payments, Mobile Marketing, Mobile Advertising, Mobile Internet, Executive Management, Venture Capital, M&A experience, Negotiation, Finance, Strategy, New Business Development, Mergers, Business Strategy, Mergers & Acquisitions, Investment Banking, SaaS, Valuation, Leadership, Financial Modeling, Private Equity, Start-ups, Business Development, Product Management, Corporate Development, Corporate Finance, Entrepreneurship, Strategic Partnerships, Management, Angel Investing
Education
Wharton Business School 2001 — 2003
MBA
Duke University 1992 — 1996
BSE
David Amsellem's FBR Experience October 2006 - July 2008
Job Managing Director, Senior Analyst at Piper Jaffray
Industry Pharmaceuticals
Experience
Piper Jaffray September 2008 - Present
FBR October 2006 - July 2008
FBR July 2003 - October 2006
Prudential Vector Healthcare July 2000 - April 2003
Salomon Smith Barney July 1998 - July 2000
Skills
Equity Research, Financial Modeling, Valuation, Pharmaceutical Industry, Investments
Education
Cornell University 1994 — 1998
BS
Piper Jaffray September 2008 - Present
FBR October 2006 - July 2008
FBR July 2003 - October 2006
Prudential Vector Healthcare July 2000 - April 2003
Salomon Smith Barney July 1998 - July 2000
Skills
Equity Research, Financial Modeling, Valuation, Pharmaceutical Industry, Investments
Education
Cornell University 1994 — 1998
BS
James Nortey James Nortey's FBR Experience June 2006 - July 2006
Job Associate at Duggins Wren Mann & Romero, LLP
Industry Law Practice
Experience
Duggins Wren Mann & Romero, LLP January 2015 - Present
Andrews Kurth LLP October 2011 - December 2014
Obama for America August 2011 - November 2011
Dewey & LeBoeuf LLP June 2008 - July 2008
FBI June 2007 - July 2007
FBR June 2006 - July 2006
Target June 2005 - August 2005
Skills
Public Speaking, Civil Litigation, Public Policy, Policy Analysis, Litigation, Legal Research, Legal Writing, Mediation, Communication Skills, Government, Policy, Research, Legal Advice, Nonprofits, Westlaw, Legislative Policy, Team Management, Legal Assistance, Commercial Litigation, Public Relations, Microsoft Office, Leadership, Community Outreach, Team Leadership, Fundraising, Community Development, Event Planning
Education
The University of Texas at Austin 2014 — 2015
Master of Science (M.S.), Technology Commercialization
Harvard Law School 2008 — 2011
Juris Doctor, Local Government, Public Policy
Baylor University 2004 — 2008
Bachelor of Arts, Philosophy, Criminal Justice
Coronado High School 2000 — 2004
Diploma, 9-12
Duggins Wren Mann & Romero, LLP January 2015 - Present
Andrews Kurth LLP October 2011 - December 2014
Obama for America August 2011 - November 2011
Dewey & LeBoeuf LLP June 2008 - July 2008
FBI June 2007 - July 2007
FBR June 2006 - July 2006
Target June 2005 - August 2005
Skills
Public Speaking, Civil Litigation, Public Policy, Policy Analysis, Litigation, Legal Research, Legal Writing, Mediation, Communication Skills, Government, Policy, Research, Legal Advice, Nonprofits, Westlaw, Legislative Policy, Team Management, Legal Assistance, Commercial Litigation, Public Relations, Microsoft Office, Leadership, Community Outreach, Team Leadership, Fundraising, Community Development, Event Planning
Education
The University of Texas at Austin 2014 — 2015
Master of Science (M.S.), Technology Commercialization
Harvard Law School 2008 — 2011
Juris Doctor, Local Government, Public Policy
Baylor University 2004 — 2008
Bachelor of Arts, Philosophy, Criminal Justice
Coronado High School 2000 — 2004
Diploma, 9-12
Mike Severo Mike Severo's FBR Experience June 2011 - August 2011
Job Crude Derivs Trader at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs April 2015 - Present
Goldman Sachs May 2014 - April 2015
Goldman Sachs July 2012 - May 2014
Ithaca College August 2008 - May 2012
FBR June 2011 - August 2011
Merrill Lynch January 2011 - May 2011
Next Generation Vending and Food Service June 2010 - August 2010
Boston College January 2010 - February 2010
Education
Ithaca College 2008 — 2012
BS, Accounting and Finance
Boston Latin School 2002 — 2008
Goldman Sachs April 2015 - Present
Goldman Sachs May 2014 - April 2015
Goldman Sachs July 2012 - May 2014
Ithaca College August 2008 - May 2012
FBR June 2011 - August 2011
Merrill Lynch January 2011 - May 2011
Next Generation Vending and Food Service June 2010 - August 2010
Boston College January 2010 - February 2010
Education
Ithaca College 2008 — 2012
BS, Accounting and Finance
Boston Latin School 2002 — 2008
Courtney Peters Courtney Peters's FBR Experience August 2013 - June 2015
Job .
Industry Entertainment
Experience
FBR August 2013 - June 2015
Office of Congressman Mike Pompeo February 2012 - August 2013
Office of Congressman Mike Pompeo September 2011 - February 2012
Office of Congressman Mike Pompeo, KS-04 January 2011 - August 2011
Pompeo for Congress September 2010 - November 2010
Skills
Public Policy, Political Campaigns, Government, Grassroots Organizing, Public Relations, Nonprofits, American History, Politics, Coordinating Special..., Community Outreach, Corporate Communications, Policy Analysis, Policy, Master Scheduling, Legislative Relations, Fundraising, Event Planning, Strategic Communications, Press Releases
Education
DePaul University 2006 — 2010
BA, Public Relations and Advertising
Shattuck St. Mary's 2004 — 2006
High School
FBR August 2013 - June 2015
Office of Congressman Mike Pompeo February 2012 - August 2013
Office of Congressman Mike Pompeo September 2011 - February 2012
Office of Congressman Mike Pompeo, KS-04 January 2011 - August 2011
Pompeo for Congress September 2010 - November 2010
Skills
Public Policy, Political Campaigns, Government, Grassroots Organizing, Public Relations, Nonprofits, American History, Politics, Coordinating Special..., Community Outreach, Corporate Communications, Policy Analysis, Policy, Master Scheduling, Legislative Relations, Fundraising, Event Planning, Strategic Communications, Press Releases
Education
DePaul University 2006 — 2010
BA, Public Relations and Advertising
Shattuck St. Mary's 2004 — 2006
High School
Ahmar Zaman's FBR Experience May 2015 - Present
Job Managing Director: Industrials & Technology Investment Banking at FBR
Industry Renewables & Environment
Experience
FBR May 2015 - Present
StormHarbour Securities September 2013 - May 2015
Technical Consumer Products March 2013 - September 2013
Piper Jaffray June 2010 - January 2013
UBS Investment Bank November 2006 - June 2010
Intel Corporation February 1999 - November 2006
Skills
Solar Energy, Wind, Biofuels, Storage, Financial Modeling, Valuation, Investment Banking, Cleantech, Corporate Development, Corporate Finance, Equities, Mergers, Venture Capital, Due Diligence, Project Finance, Capital Markets, Emerging Markets, Private Equity, Renewable Energy, Financial Analysis, Mergers & Acquisitions, Strategy, IPO, Business Strategy, Bloomberg, Finance, Equity Research, Management, Competitive Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2005
MBA, Entrepreneurship
Arizona State University 1997 — 1998
Bachelor of Science
FBR May 2015 - Present
StormHarbour Securities September 2013 - May 2015
Technical Consumer Products March 2013 - September 2013
Piper Jaffray June 2010 - January 2013
UBS Investment Bank November 2006 - June 2010
Intel Corporation February 1999 - November 2006
Skills
Solar Energy, Wind, Biofuels, Storage, Financial Modeling, Valuation, Investment Banking, Cleantech, Corporate Development, Corporate Finance, Equities, Mergers, Venture Capital, Due Diligence, Project Finance, Capital Markets, Emerging Markets, Private Equity, Renewable Energy, Financial Analysis, Mergers & Acquisitions, Strategy, IPO, Business Strategy, Bloomberg, Finance, Equity Research, Management, Competitive Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2005
MBA, Entrepreneurship
Arizona State University 1997 — 1998
Bachelor of Science
James Incognito's FBR Experience November 2009 - September 2010
Job Executive Director, Loan Trading at Nomura Securities
Industry Investment Banking
Experience
Nomura Securities May 2014 - Present
BNP Paribas September 2010 - May 2014
FBR November 2009 - September 2010
Barclays Capital October 2006 - November 2009
Barclays Capital August 2005 - October 2006
MDX Solutions 1999 - 2003
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Finance and Health Care Management
Boston College 1993 — 1998
BA, Finance & Political Science
Nomura Securities May 2014 - Present
BNP Paribas September 2010 - May 2014
FBR November 2009 - September 2010
Barclays Capital October 2006 - November 2009
Barclays Capital August 2005 - October 2006
MDX Solutions 1999 - 2003
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Finance and Health Care Management
Boston College 1993 — 1998
BA, Finance & Political Science
Victor Bang's FBR Experience May 2010 - January 2011
Job at Jefferies LLC
Industry Investment Management
Experience
Jefferies & Company March 2011 - Present
FBR May 2010 - January 2011
Royal Bank of Canada June 2008 - April 2010
Skills
Hedge Funds, Alternative Investments, Finance, Investment Management, Prime Brokerage, Capital Raising, Fund Of Funds, Equities, Asset Managment, Fixed Income
Education
Columbia University - Columbia Business School
MBA, Finance
Jefferies & Company March 2011 - Present
FBR May 2010 - January 2011
Royal Bank of Canada June 2008 - April 2010
Skills
Hedge Funds, Alternative Investments, Finance, Investment Management, Prime Brokerage, Capital Raising, Fund Of Funds, Equities, Asset Managment, Fixed Income
Education
Columbia University - Columbia Business School
MBA, Finance
Brett Scheiner's FBR Experience June 2009 - 2012
Job Investor Relations Officer at Popular, Inc.
Industry Banking
Experience
Banco Popular de Puerto Rico May 2013 - Present
FBR June 2009 - 2012
Lehman Brothers May 2004 - June 2005
Loomis Sayles March 2002 - April 2004
Quickbrowse.com May 2000 - September 2001
Skills
Hedge Funds, Financial Modeling, Equity Research, Valuation, Equities
Education
Columbia University - Columbia Business School 2006 — 2008
MBA
The Johns Hopkins University 1996 — 2000
BA, Economics
Ransom Everglades
Banco Popular de Puerto Rico May 2013 - Present
FBR June 2009 - 2012
Lehman Brothers May 2004 - June 2005
Loomis Sayles March 2002 - April 2004
Quickbrowse.com May 2000 - September 2001
Skills
Hedge Funds, Financial Modeling, Equity Research, Valuation, Equities
Education
Columbia University - Columbia Business School 2006 — 2008
MBA
The Johns Hopkins University 1996 — 2000
BA, Economics
Ransom Everglades
Robert Peterson's FBR Experience 2003 - 2007
Job Senior Vice President at Route 66 Ventures, LLC
Industry Financial Services
Experience
Route 66 Ventures, LLC January 2013 - Present
Goal Structured Solutions (GS2) July 2008 - December 2012
E*Trade Financial March 2007 - July 2008
Friedman Billings Ramsey, Inc. May 2003 - March 2007
FBR 2003 - 2007
KPMG August 2000 - May 2003
KPMG Structured Finance Group 2000 - 2003
Skills
Structured Products, Fixed Income, ABS, Financial Structuring, Equities, Risk Management, Private Equity, Securitization, Valuation, Financial Modeling, Structured Finance, Capital Markets, Bonds, MBS, Hedge Funds, Portfolio Management, Financial Analysis
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2007
MBA, Finance
American University 1998 — 2000
BSA, Accounting, Finance, International Business
Route 66 Ventures, LLC January 2013 - Present
Goal Structured Solutions (GS2) July 2008 - December 2012
E*Trade Financial March 2007 - July 2008
Friedman Billings Ramsey, Inc. May 2003 - March 2007
FBR 2003 - 2007
KPMG August 2000 - May 2003
KPMG Structured Finance Group 2000 - 2003
Skills
Structured Products, Fixed Income, ABS, Financial Structuring, Equities, Risk Management, Private Equity, Securitization, Valuation, Financial Modeling, Structured Finance, Capital Markets, Bonds, MBS, Hedge Funds, Portfolio Management, Financial Analysis
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2007
MBA, Finance
American University 1998 — 2000
BSA, Accounting, Finance, International Business
Benjamin Wilson's FBR Experience July 2003 - August 2006
Job Managing Director at PEI Funds
Industry Financial Services
Experience
PEI Funds June 2008 - Present
FBR July 2003 - August 2006
Deutsche Bank June 2001 - July 2003
Education
Columbia University - Columbia Business School 2006 — 2008
Washington and Lee University 1997 — 2001
BS, Accounting
PEI Funds June 2008 - Present
FBR July 2003 - August 2006
Deutsche Bank June 2001 - July 2003
Education
Columbia University - Columbia Business School 2006 — 2008
Washington and Lee University 1997 — 2001
BS, Accounting
James Ackerman's FBR Experience 1998 - 2001
Job President & Chief Investment Officer, Ackerman Asset Management, LLC
Industry Investment Management
Experience
Ackerman Asset Management, LLC December 2005 - Present
Smith Barney 2003 - 2005
Punk, Ziegel & Company 2001 - 2002
FBR 1998 - 2001
Legg Mason 1996 - 1998
First Consulting Group 1995 - 1996
NYU Medical Center 1988 - 1994
Skills
Portfolio Management, Investments, Equities
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
MBA, Finance
Duke University - The Fuqua School of Business 1986 — 1988
Master of Health Administration
Dickinson College 1982 — 1986
BS, Chemistry
Ackerman Asset Management, LLC December 2005 - Present
Smith Barney 2003 - 2005
Punk, Ziegel & Company 2001 - 2002
FBR 1998 - 2001
Legg Mason 1996 - 1998
First Consulting Group 1995 - 1996
NYU Medical Center 1988 - 1994
Skills
Portfolio Management, Investments, Equities
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
MBA, Finance
Duke University - The Fuqua School of Business 1986 — 1988
Master of Health Administration
Dickinson College 1982 — 1986
BS, Chemistry
Susan Bednarczyk's FBR Experience July 2001 - March 2005
Job Social Media Report Author at Its News to You Reports
Industry Research
Experience
Its News to You Reports March 2012 - Present
Comcast October 2012 - Present
Metropolitan Transportation Authority January 2008 - Present
Mare Nostrum Elements January 2010 - Present
Cornell NYC Tech February 2013 - March 2014
Society of Vertebrate Paleontology July 2012 - September 2012
Abbey Road Associates May 2009 - August 2011
Tyler & Company April 1998 - January 2011
Velvet Foundation January 2010 - May 2010
FBR July 2001 - March 2005
Skills
Strategic Planning, Qualitative Research, Writing, Data Analysis, Teamwork, Forecasting, Grant Writing, Non-profits, Nonprofits, Event Management, Strategy, Policy, Program Development, Editing, Public Speaking, Business Strategy, Research, Public Relations, Training, Blogging, Social Media, Marketing, Marketing Communications, Analysis, Marketing Strategy, Fundraising, Internal Communications, Proposal Writing, Strategic Communications, Newsletters, Entrepreneurship, Government, Corporate Communications, Media Relations
Education
Arizona State University
Fine Arts
Clarke College
B.A., Fine Arts, Theater
Its News to You Reports March 2012 - Present
Comcast October 2012 - Present
Metropolitan Transportation Authority January 2008 - Present
Mare Nostrum Elements January 2010 - Present
Cornell NYC Tech February 2013 - March 2014
Society of Vertebrate Paleontology July 2012 - September 2012
Abbey Road Associates May 2009 - August 2011
Tyler & Company April 1998 - January 2011
Velvet Foundation January 2010 - May 2010
FBR July 2001 - March 2005
Skills
Strategic Planning, Qualitative Research, Writing, Data Analysis, Teamwork, Forecasting, Grant Writing, Non-profits, Nonprofits, Event Management, Strategy, Policy, Program Development, Editing, Public Speaking, Business Strategy, Research, Public Relations, Training, Blogging, Social Media, Marketing, Marketing Communications, Analysis, Marketing Strategy, Fundraising, Internal Communications, Proposal Writing, Strategic Communications, Newsletters, Entrepreneurship, Government, Corporate Communications, Media Relations
Education
Arizona State University
Fine Arts
Clarke College
B.A., Fine Arts, Theater
Mance Edmondson's FBR Experience 2008 - Present
Job Managing Director, Equity Sales Trading, at FBR Capital Markets
Industry Investment Banking
Experience
FBR 2008 - Present
FBR 2004 - 2008
FBR October 2000 - 2004
Skills
Trading, Series 7, Sell Side, Equities, Series 24
Education
East Carolina University 1995 — 1999
BSBA, Business
FBR 2008 - Present
FBR 2004 - 2008
FBR October 2000 - 2004
Skills
Trading, Series 7, Sell Side, Equities, Series 24
Education
East Carolina University 1995 — 1999
BSBA, Business
Scott Breegle's FBR Experience Service Desk ManagerFBR Capital Markets Corp2005 - 2007
Job Manager, Client Services at FBR
Industry Financial Services
Experience
FBR Service Desk ManagerFBR Capital Markets Corp2005 - 2007
Education
Alderson Broaddus University 2002 — 2005
University of Pittsburgh at Johnstown 2001 — 2002
BS, Business
FBR Service Desk ManagerFBR Capital Markets Corp2005 - 2007
Education
Alderson Broaddus University 2002 — 2005
University of Pittsburgh at Johnstown 2001 — 2002
BS, Business
Caroline Hong's FBR Experience July 2011 - November 2012
Job Attorney
Industry Law Practice
Experience
U.S. Department of Education August 2015 - Present
FEMA September 2013 - August 2015
United States Department of Labor, Office of the Solicitor November 2012 - May 2013
FBR July 2011 - November 2012
Ashby & Geddes, P.A. September 2008 - June 2011
International Bridges to Justice June 2006 - August 2006
Taipei Times March 2004 - July 2005
Skills
Securities Regulation, Litigation, Bankruptcy, Securities, Compliance, Federal Employment Law, Administrative Law, Corporate Law, Depositions, Courts, Hearings, Document Review, Pleadings, Policy, Trials, Corporate Governance, Legal Research, Civil Litigation, Commercial Litigation, Legal Assistance, Legal Writing, Westlaw, Appeals, Arbitration, Class Actions
Education
The College of William and Mary - Marshall Wythe Law School 2005 — 2008
JD, Law
Cornell University 1999 — 2003
B.A., Psychology & Economics
National Experimental High School, Hsinchu, Taiwan, R.O.C.
U.S. Department of Education August 2015 - Present
FEMA September 2013 - August 2015
United States Department of Labor, Office of the Solicitor November 2012 - May 2013
FBR July 2011 - November 2012
Ashby & Geddes, P.A. September 2008 - June 2011
International Bridges to Justice June 2006 - August 2006
Taipei Times March 2004 - July 2005
Skills
Securities Regulation, Litigation, Bankruptcy, Securities, Compliance, Federal Employment Law, Administrative Law, Corporate Law, Depositions, Courts, Hearings, Document Review, Pleadings, Policy, Trials, Corporate Governance, Legal Research, Civil Litigation, Commercial Litigation, Legal Assistance, Legal Writing, Westlaw, Appeals, Arbitration, Class Actions
Education
The College of William and Mary - Marshall Wythe Law School 2005 — 2008
JD, Law
Cornell University 1999 — 2003
B.A., Psychology & Economics
National Experimental High School, Hsinchu, Taiwan, R.O.C.
Tim Larin's FBR Experience February 2005 - January 2007
Job Division Vice President/ Director Specialty Finance at Integrity First Financial
Industry Financial Services
Experience
Integrity First Financial 2014 - Present
Security National Financial Corporation 2013 - 2014
Go 1 Card 2009 - 2013
Online Documents Inc 2007 - 2009
FBR February 2005 - January 2007
First NLC Financial Services 2001 - 2007
Skills
Mortgage Lending, Loans, Banking, Financial Services, Management, Investments, Leadership, Mortgage Banking, Asset Managment, Forecasting, Budgets, Training, Enterprise Software, Finance, Sales, Start-ups, Asset Management, Executive Management, Financial Analysis, Business Development, Risk Management, Funding, Accounting, Integration, Credit, Strategic Planning, Mergers & Acquisitions, Loan Origination, Team Building, Strategy, Business Strategy, Strategic Partnerships
Education
California State University-East Bay 1982 — 1986
BA, accounting
Integrity First Financial 2014 - Present
Security National Financial Corporation 2013 - 2014
Go 1 Card 2009 - 2013
Online Documents Inc 2007 - 2009
FBR February 2005 - January 2007
First NLC Financial Services 2001 - 2007
Skills
Mortgage Lending, Loans, Banking, Financial Services, Management, Investments, Leadership, Mortgage Banking, Asset Managment, Forecasting, Budgets, Training, Enterprise Software, Finance, Sales, Start-ups, Asset Management, Executive Management, Financial Analysis, Business Development, Risk Management, Funding, Accounting, Integration, Credit, Strategic Planning, Mergers & Acquisitions, Loan Origination, Team Building, Strategy, Business Strategy, Strategic Partnerships
Education
California State University-East Bay 1982 — 1986
BA, accounting
Glenn Harrison's FBR Experience August 2011 - Present
Job Senior Vice President, Energy and Natural Resources at FBR
Industry Investment Banking
Experience
FBR August 2011 - Present
RBC Capital Markets July 2005 - December 2010
Bloomingdale's August 1999 - August 2003
Skills
Valuation, Financial Modeling, Mergers & Acquisitions, Investment Banking, Analysis, Leadership, Negotiation, Project Management, Capital Markets, Private Equity, Corporate Finance, Equities, Due Diligence, Corporate Development, Equity Research, Hedge Funds, Venture Capital, LBO, Fixed Income, Investments, Bloomberg, M&A experience
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance
Indiana University Bloomington 1995 — 1999
BS, Marketing
Pascack Valley High School 1991 — 1995
FBR August 2011 - Present
RBC Capital Markets July 2005 - December 2010
Bloomingdale's August 1999 - August 2003
Skills
Valuation, Financial Modeling, Mergers & Acquisitions, Investment Banking, Analysis, Leadership, Negotiation, Project Management, Capital Markets, Private Equity, Corporate Finance, Equities, Due Diligence, Corporate Development, Equity Research, Hedge Funds, Venture Capital, LBO, Fixed Income, Investments, Bloomberg, M&A experience
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance
Indiana University Bloomington 1995 — 1999
BS, Marketing
Pascack Valley High School 1991 — 1995
Noam Saxonhouse's FBR Experience April 2006 - July 2010
Job Director Real Estate Investment Banking at Janney Montgomery Scott
Industry Investment Banking
Experience
Janney Montgomery Scott November 2010 - Present
FBR April 2006 - July 2010
Mills March 2003 - April 2006
Morgan Stanley August 2001 - November 2002
Stern Stewart & Co. April 1997 - June 1999
Ernst & Young 1995 - 1997
Skills
Corporate Finance, REITs, Investor Relations, Valuation, Financial Modeling, Real Estate, Mergers, IPO, Investment Banking, Fairness Opinions, Economic Value Added, Securities Offerings
Education
The University of Chicago - Booth School of Business 1999 — 2001
Master of Business Administration (M.B.A.), Accounting and Finance
Columbia 1991 — 1995
BA, Economics and History
Janney Montgomery Scott November 2010 - Present
FBR April 2006 - July 2010
Mills March 2003 - April 2006
Morgan Stanley August 2001 - November 2002
Stern Stewart & Co. April 1997 - June 1999
Ernst & Young 1995 - 1997
Skills
Corporate Finance, REITs, Investor Relations, Valuation, Financial Modeling, Real Estate, Mergers, IPO, Investment Banking, Fairness Opinions, Economic Value Added, Securities Offerings
Education
The University of Chicago - Booth School of Business 1999 — 2001
Master of Business Administration (M.B.A.), Accounting and Finance
Columbia 1991 — 1995
BA, Economics and History
Frank Bruckner's FBR Experience June 2015 - Present
Job Investment Banking Summer Associate at FBR
Industry Investment Banking
Experience
FBR June 2015 - Present
Charlemagne Global Advisory March 2015 - May 2015
Simon School Venture Capital Fund September 2014 - May 2015
IBM Global Business Services February 2014 - July 2014
Skills
Data Analysis, Financial Analysis, Business Analysis, Business Process, Financial Modeling, Strategy, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Valuation
Education
Simon Business School, University of Rochester 2014 — 2015
Master of Science (MS), Finance
Tulane University 2012 — 2013
Bachelor of Science (B.S.), Applied Computing, Concentration: Business Systems Analysis, cum laude
Goethe Institut 2011 — 2011
Deutsch B1.1-B2.2
Eidgenössische Technische Hochschule Zürich 2010 — 2011
Visiting Student, Department of Management, Technology, and Economics
Universidad de Vigo 2009 — 2009
Exchange Student, Philology and Translation
Louisiana State University and Agricultural and Mechanical College 2006 — 2009
Finance and Economics
FBR June 2015 - Present
Charlemagne Global Advisory March 2015 - May 2015
Simon School Venture Capital Fund September 2014 - May 2015
IBM Global Business Services February 2014 - July 2014
Skills
Data Analysis, Financial Analysis, Business Analysis, Business Process, Financial Modeling, Strategy, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Valuation
Education
Simon Business School, University of Rochester 2014 — 2015
Master of Science (MS), Finance
Tulane University 2012 — 2013
Bachelor of Science (B.S.), Applied Computing, Concentration: Business Systems Analysis, cum laude
Goethe Institut 2011 — 2011
Deutsch B1.1-B2.2
Eidgenössische Technische Hochschule Zürich 2010 — 2011
Visiting Student, Department of Management, Technology, and Economics
Universidad de Vigo 2009 — 2009
Exchange Student, Philology and Translation
Louisiana State University and Agricultural and Mechanical College 2006 — 2009
Finance and Economics
Karan Chopra's FBR Experience July 2014 - Present
Job Head High Yield Credit Trading at FBR
Industry Financial Services
Experience
FBR July 2014 - Present
CL King & Associates November 2012 - January 2014
Dreman Value Management 2010 - June 2012
PNC June 2004 - April 2009
National City Bank 2004 - 2009
Skills
Credit, Portfolio Management, High Yield, Mutual Funds, Bloomberg, Leveraged Finance, Investments, Hedge Funds, Capital Markets, CDS, Trading, Fixed Income, Equities
Education
Colgate University
Weatherhead School of Management at Case Western Reserve University 1994 — 1996
MBA, Finance
Avon Old Farms
FBR July 2014 - Present
CL King & Associates November 2012 - January 2014
Dreman Value Management 2010 - June 2012
PNC June 2004 - April 2009
National City Bank 2004 - 2009
Skills
Credit, Portfolio Management, High Yield, Mutual Funds, Bloomberg, Leveraged Finance, Investments, Hedge Funds, Capital Markets, CDS, Trading, Fixed Income, Equities
Education
Colgate University
Weatherhead School of Management at Case Western Reserve University 1994 — 1996
MBA, Finance
Avon Old Farms
Peg Windsor's FBR Experience Program CoordinatorMichigan Works! FAP Employment Program2005 - Present
Job FAP Employment Program at FBR
Industry Nonprofit Organization Management
Experience
FBR Program CoordinatorMichigan Works! FAP Employment Program2005 - Present
Education
Delaware State University 1991 — 1994
FBR Program CoordinatorMichigan Works! FAP Employment Program2005 - Present
Education
Delaware State University 1991 — 1994
Samantha Langer's FBR Experience December 2005 - August 2008
Job HR Generalist at Corporate Executive Board
Industry Financial Services
Experience
Corporate Executive Board May 2010 - Present
Corporate Executive Board September 2008 - February 2011
FBR December 2005 - August 2008
National Democratic Institute (NDI) 2005 - 2005
Education
American University - Kogod School of Business
Corporate Executive Board May 2010 - Present
Corporate Executive Board September 2008 - February 2011
FBR December 2005 - August 2008
National Democratic Institute (NDI) 2005 - 2005
Education
American University - Kogod School of Business
Chad Jennings's FBR Experience June 2012 - August 2013
Job Manager Mergers & Acquisitions at Alpha Natural Resources
Industry Mining & Metals
Experience
Alpha Natural Resources August 2013 - Present
FBR June 2012 - August 2013
FBR June 2010 - June 2012
Allen Partners June 2008 - August 2009
Merrill Lynch June 2007 - August 2007
Skills
Valuation, Financial Modeling, Investment Banking, DCF, Corporate Finance, Energy, Coal, Mining, Business Development, Mergers, Investments, Private Equity, Finance, Mergers & Acquisitions, Due Diligence, Equities, Financial Analysis, Capital Markets
Education
High Point University 2006 — 2008
BS, Finance, Economics
East Carolina University 2004 — 2006
Business Administration
Alpha Natural Resources August 2013 - Present
FBR June 2012 - August 2013
FBR June 2010 - June 2012
Allen Partners June 2008 - August 2009
Merrill Lynch June 2007 - August 2007
Skills
Valuation, Financial Modeling, Investment Banking, DCF, Corporate Finance, Energy, Coal, Mining, Business Development, Mergers, Investments, Private Equity, Finance, Mergers & Acquisitions, Due Diligence, Equities, Financial Analysis, Capital Markets
Education
High Point University 2006 — 2008
BS, Finance, Economics
East Carolina University 2004 — 2006
Business Administration
Ben Loper's FBR Experience April 2010 - February 2012
Job Senior Strategist Treasury/DCM at BBVA Compass
Industry Capital Markets
Experience
BBVA Compass February 2012 - Present
FBR April 2010 - February 2012
Longbow Research June 2009 - April 2010
Skills
Equity Research, Valuation, Financial Modeling, Equities, Financial Analysis, Private Equity, Finance, Competitive Analysis, Portfolio Management, Corporate Finance, Industry Analysis, CCAR, Machine Learning, Big Data, Python, Hadoop, Artificial Intelligence, Automated Trading, Bloomberg, SQL, Cloud Computing, Debt & Equity Capital..., Apache Spark
Education
Vanderbilt University 2008 — 2009
M.S., Finance
Auburn University 2003 — 2006
B.A., Economics
Georgia Institute of Technology
Master's Degree, Computer Science
BBVA Compass February 2012 - Present
FBR April 2010 - February 2012
Longbow Research June 2009 - April 2010
Skills
Equity Research, Valuation, Financial Modeling, Equities, Financial Analysis, Private Equity, Finance, Competitive Analysis, Portfolio Management, Corporate Finance, Industry Analysis, CCAR, Machine Learning, Big Data, Python, Hadoop, Artificial Intelligence, Automated Trading, Bloomberg, SQL, Cloud Computing, Debt & Equity Capital..., Apache Spark
Education
Vanderbilt University 2008 — 2009
M.S., Finance
Auburn University 2003 — 2006
B.A., Economics
Georgia Institute of Technology
Master's Degree, Computer Science
Amy Staubs's FBR Experience April 2004 - September 2004
Job Policy Advisor at Office of Justice Programs (OJP)
Industry Government Administration
Experience
Office of Justice Programs (OJP) May 2014 - Present
U.S. Department of Justice October 2011 - April 2014
U.S. Department of Justice February 2009 - October 2011
The Lewin Group February 2008 - January 2009
FirstPic, Inc September 2004 - January 2008
FBR April 2004 - September 2004
ICF International (formerly Caliber Associates) August 2002 - January 2004
JBS International, Inc. September 1999 - August 2002
National Center for Missing & Exploited Children November 1995 - September 1999
Triad Health Project January 1994 - August 1994
Skills
Project Management, Program Development, Youth Development, Program Management, Criminal Justice, Nonprofits, Grant Writing, Community Outreach, Training, Fundraising, Government, Program Evaluation
Education
The George Washington University 1998 — 1999
MPH, Maternal and Child Health
Elon University 1990 — 1994
BA, Human Services and Psychology, Magna Cum Laude
Office of Justice Programs (OJP) May 2014 - Present
U.S. Department of Justice October 2011 - April 2014
U.S. Department of Justice February 2009 - October 2011
The Lewin Group February 2008 - January 2009
FirstPic, Inc September 2004 - January 2008
FBR April 2004 - September 2004
ICF International (formerly Caliber Associates) August 2002 - January 2004
JBS International, Inc. September 1999 - August 2002
National Center for Missing & Exploited Children November 1995 - September 1999
Triad Health Project January 1994 - August 1994
Skills
Project Management, Program Development, Youth Development, Program Management, Criminal Justice, Nonprofits, Grant Writing, Community Outreach, Training, Fundraising, Government, Program Evaluation
Education
The George Washington University 1998 — 1999
MPH, Maternal and Child Health
Elon University 1990 — 1994
BA, Human Services and Psychology, Magna Cum Laude
Anshu Khullar's FBR Experience September 2007 - November 2008
Job Senior Consultant at Booz Allen Hamilton
Industry Financial Services
Experience
Booz Allen Hamilton October 2009 - Present
The Institute for Global Engagement August 2009 - October 2009
FBR September 2007 - November 2008
FBR 2005 - 2007
FBR 2002 - 2005
Cox Communications 2002 - 2002
Sprint 2000 - 2002
Skills
Business Analysis, Active Directory, Servers, SharePoint, VPN, TCP/IP, Software Documentation, Software Installation, Networking, Telecommunications, Technical Support, Computer Hardware, Windows, Data Center, XP, Microsoft Exchange, Integration, Troubleshooting, Cisco Technologies, Microsoft SQL Server, Project Management, Management, System Deployment, Help Desk Support, SQL, MS Project, Security, CRM, ITIL, Disaster Recovery, Hardware, Windows XP, Access
Education
Adelphi University
Business Management
Microsoft Certified Systems Engineer
Windows NT
Pace University
Business Management
Booz Allen Hamilton October 2009 - Present
The Institute for Global Engagement August 2009 - October 2009
FBR September 2007 - November 2008
FBR 2005 - 2007
FBR 2002 - 2005
Cox Communications 2002 - 2002
Sprint 2000 - 2002
Skills
Business Analysis, Active Directory, Servers, SharePoint, VPN, TCP/IP, Software Documentation, Software Installation, Networking, Telecommunications, Technical Support, Computer Hardware, Windows, Data Center, XP, Microsoft Exchange, Integration, Troubleshooting, Cisco Technologies, Microsoft SQL Server, Project Management, Management, System Deployment, Help Desk Support, SQL, MS Project, Security, CRM, ITIL, Disaster Recovery, Hardware, Windows XP, Access
Education
Adelphi University
Business Management
Microsoft Certified Systems Engineer
Windows NT
Pace University
Business Management
Gesa Wellenstein's FBR Experience December 2006 - April 2008
Job Mobil Therapist, Behavior Specialist Coordinator, Outpatient Therapist at VPS
Industry Mental Health Care
Experience
VPS Mobil Therapist, Behavior Specialist Coordinator, Outpatient TherapistVPSJanuary 2008 - Present
FBR December 2006 - April 2008
Education
Cameron University 1999 — 2001
M.Ed., Education
VPS Mobil Therapist, Behavior Specialist Coordinator, Outpatient TherapistVPSJanuary 2008 - Present
FBR December 2006 - April 2008
Education
Cameron University 1999 — 2001
M.Ed., Education
R. Jonathan Stolz, CFA's FBR Experience 2004 - 2008
Job Treasurer and Head of Financial Planning at RMA Lao
Industry Financial Services
Experience
RMA Group Company Limited October 2013 - Present
Woodmont Capital Partners LLC December 2009 - Present
FBR Capital Markets & Co. July 2011 - June 2012
Capitol Acquisition Corp. April 2008 - November 2009
FBR 2004 - 2008
INTELSAT, Ltd 2000 - 2004
PRICEWATERHOUSECOOPERS (PwC) 1997 - 2000
Bell Labs Lucent Technologies 1993 - 1995
U.S. Department of Labor 1992 - 1993
Skills
Mergers, Financial Modeling, Structuring, Valuation, IPO, Capital Markets, Investment Banking, Corporate Finance, Due Diligence, Restructuring, Corporate Development, Financial Analysis, Securities, Equities, Business Strategy, Series 7, Joint Ventures, Private Equity, Strategic Planning, Business Planning, Market Research, Industry Analysis, Mergers & Acquisitions, Financial Structuring, Investments, Finance, Venture Capital
Education
Carnegie Mellon University - Tepper School of Business 1995 — 1997
MBA, Finance and Strategy
Providence College 1988 — 1992
Bachelor's Degree, Economics
Sophia University - Tokyo Japan 1989 — 1990
International Economics
RMA Group Company Limited October 2013 - Present
Woodmont Capital Partners LLC December 2009 - Present
FBR Capital Markets & Co. July 2011 - June 2012
Capitol Acquisition Corp. April 2008 - November 2009
FBR 2004 - 2008
INTELSAT, Ltd 2000 - 2004
PRICEWATERHOUSECOOPERS (PwC) 1997 - 2000
Bell Labs Lucent Technologies 1993 - 1995
U.S. Department of Labor 1992 - 1993
Skills
Mergers, Financial Modeling, Structuring, Valuation, IPO, Capital Markets, Investment Banking, Corporate Finance, Due Diligence, Restructuring, Corporate Development, Financial Analysis, Securities, Equities, Business Strategy, Series 7, Joint Ventures, Private Equity, Strategic Planning, Business Planning, Market Research, Industry Analysis, Mergers & Acquisitions, Financial Structuring, Investments, Finance, Venture Capital
Education
Carnegie Mellon University - Tepper School of Business 1995 — 1997
MBA, Finance and Strategy
Providence College 1988 — 1992
Bachelor's Degree, Economics
Sophia University - Tokyo Japan 1989 — 1990
International Economics
Robert Meringolo's FBR Experience July 2008 - June 2012
Job Managing Director at FBR
Industry Investment Banking
Experience
BMO Capital Markets 2012 - Present
FBR July 2008 - June 2012
Bear Stearns 1988 - 2008
Education
New York University - Leonard N. Stern School of Business 1990 — 1995
MBA, Finance
Baruch College, City University of New York (CUNY) 1984 — 1988
bba, Finance
St. Francis Prep
BMO Capital Markets 2012 - Present
FBR July 2008 - June 2012
Bear Stearns 1988 - 2008
Education
New York University - Leonard N. Stern School of Business 1990 — 1995
MBA, Finance
Baruch College, City University of New York (CUNY) 1984 — 1988
bba, Finance
St. Francis Prep
Andy Colbert's FBR Experience 2005 - 2006
Job Managing Director, Healthcare Corporate Finance at Ziegler
Industry Investment Banking
Experience
Ziegler May 2006 - Present
Blueprint Health LLC 2011 - Present
FBR 2005 - 2006
UBS 2004 - 2004
Morgan Stanley 2003 - 2003
Skills
Due Diligence, Investment Banking, Venture Capital, Financial Modeling, Private Equity, Strategy, Investments, Valuation, Corporate Finance, Mergers, Management, Acquisitions
Education
Colgate University
BA, International Relations, Economics
Deerfield Academy
Eaglebrook
Ziegler May 2006 - Present
Blueprint Health LLC 2011 - Present
FBR 2005 - 2006
UBS 2004 - 2004
Morgan Stanley 2003 - 2003
Skills
Due Diligence, Investment Banking, Venture Capital, Financial Modeling, Private Equity, Strategy, Investments, Valuation, Corporate Finance, Mergers, Management, Acquisitions
Education
Colgate University
BA, International Relations, Economics
Deerfield Academy
Eaglebrook
Tatsuya Kawasaki's FBR Experience April 2003 - November 2009
Job Sr. Network Engineer at LTN Global Communications
Industry Computer & Network Security
Experience
LTN Global Communications May 2015 - Present
TrustedForce April 2013 - May 2015
Collabera January 2010 - May 2013
IBM Global Business Services 2009 - May 2013
FBR April 2003 - November 2009
Skills
Firewalls, Disaster Recovery, Information Security..., Data Center, Virtualization, VMware, Vulnerability Assessment, Windows Server, Active Directory, ITIL, Cisco Call Manager, Vendor Management, Computer Security, Integration, SharePoint, Servers, Windows, Requirements Analysis, TCP/IP, Troubleshooting, Networking, Switches
Education
Brigham Young University
MS, Mathematics
LTN Global Communications May 2015 - Present
TrustedForce April 2013 - May 2015
Collabera January 2010 - May 2013
IBM Global Business Services 2009 - May 2013
FBR April 2003 - November 2009
Skills
Firewalls, Disaster Recovery, Information Security..., Data Center, Virtualization, VMware, Vulnerability Assessment, Windows Server, Active Directory, ITIL, Cisco Call Manager, Vendor Management, Computer Security, Integration, SharePoint, Servers, Windows, Requirements Analysis, TCP/IP, Troubleshooting, Networking, Switches
Education
Brigham Young University
MS, Mathematics
Dun-Ying Vicki Yu's FBR Experience June 2005 - August 2005
Job Strategic Solutions Professional
Industry Management Consulting
Experience
Slalom Consulting December 2014 - Present
Boston University - Metropolitan College, Gastronomy Program October 2013 - June 2014
Accenture July 2006 - September 2012
KeyBanc Capital Markets August 2004 - December 2005
FBR June 2005 - August 2005
Skills
Management Consulting, Business Analysis, Business Process..., Business Intelligence, Data Analysis, Program Management, IT Strategy, Business Process, Requirements Analysis, Project Management, Business Strategy, Strategy, Business Transformation, Business Process Design, Process Improvement, Analysis, Management, Consulting, Leadership, Research, CRM, Change Management
Education
Boston University 2012 — 2014
Master of Liberal Arts, Gastronomy
Case Western Reserve University 2002 — 2006
BS, Management - Finance
Slalom Consulting December 2014 - Present
Boston University - Metropolitan College, Gastronomy Program October 2013 - June 2014
Accenture July 2006 - September 2012
KeyBanc Capital Markets August 2004 - December 2005
FBR June 2005 - August 2005
Skills
Management Consulting, Business Analysis, Business Process..., Business Intelligence, Data Analysis, Program Management, IT Strategy, Business Process, Requirements Analysis, Project Management, Business Strategy, Strategy, Business Transformation, Business Process Design, Process Improvement, Analysis, Management, Consulting, Leadership, Research, CRM, Change Management
Education
Boston University 2012 — 2014
Master of Liberal Arts, Gastronomy
Case Western Reserve University 2002 — 2006
BS, Management - Finance
Amitai Raziel's FBR Experience October 2012 - January 2013
Job Senior Manager, International Projects
Industry International Affairs
Experience
Saban Capital Group January 2015 - Present
The Cohen Group September 2013 - September 2014
FBR October 2012 - January 2013
PFC Energy May 2012 - October 2012
IAS Group, Ltd. May 2011 - August 2011
US Department of Treasury January 2011 - May 2011
AJC July 2009 - August 2010
Mintz Levin Cohn Ferris Glovsky and Popeo July 2007 - July 2009
Skills
Policy Analysis, Renewable Energy, Financial Analysis, International Relations, Financial Modeling, Economics, Energy, International..., Government, Data Analysis, Emerging Markets, Economic Development, Valuation, Corporate Finance, Project Finance, International Business, Public Policy, Strategy, Analysis, Strategic Planning
Education
Georgetown University - The McDonough School of Business 2010 — 2013
Master of Business Administration (MBA), Finance & Strategy
Georgetown University 2010 — 2013
M.S. in Foreign Service (MSFS), International Business and Commerce
Columbia University in the City of New York 2003 — 2007
B.A., Middle East Studies
Saban Capital Group January 2015 - Present
The Cohen Group September 2013 - September 2014
FBR October 2012 - January 2013
PFC Energy May 2012 - October 2012
IAS Group, Ltd. May 2011 - August 2011
US Department of Treasury January 2011 - May 2011
AJC July 2009 - August 2010
Mintz Levin Cohn Ferris Glovsky and Popeo July 2007 - July 2009
Skills
Policy Analysis, Renewable Energy, Financial Analysis, International Relations, Financial Modeling, Economics, Energy, International..., Government, Data Analysis, Emerging Markets, Economic Development, Valuation, Corporate Finance, Project Finance, International Business, Public Policy, Strategy, Analysis, Strategic Planning
Education
Georgetown University - The McDonough School of Business 2010 — 2013
Master of Business Administration (MBA), Finance & Strategy
Georgetown University 2010 — 2013
M.S. in Foreign Service (MSFS), International Business and Commerce
Columbia University in the City of New York 2003 — 2007
B.A., Middle East Studies
Michael Frenz's FBR Experience 2014 - Present
Job Vice President – Real Estate Investment Banking at FBR
Industry Investment Banking
Experience
FBR 2014 - Present
Centerboard Group 2009 - 2013
Accelerated Oil Technologies (joint venture with KKR) 2009 - 2013
Goldman Sachs 2005 - 2008
Groton Partners 2004 - 2005
Banc of America Securities 2003 - 2004
Goldman Sachs 2001 - 2002
Merrill Lynch 1996 - 1999
Skills
Investment Banking, Private Equity, Principal Investing, Corporate Strategy, Asset Management, Valuation, Corporate Finance, Capital Markets, Merchant Banking, Financial Structuring, Financial Modeling, Mergers & Acquisitions, LBO, Equities, IPO, 144A, Joint Ventures, Due Diligence, Fairness Opinions, Emerging Markets
Education
Columbia University - Columbia Business School 1999 — 2001
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania - The Wharton School 1992 — 1996
Bachelor of Science (B.S.), Finance, summa cum laude
FBR 2014 - Present
Centerboard Group 2009 - 2013
Accelerated Oil Technologies (joint venture with KKR) 2009 - 2013
Goldman Sachs 2005 - 2008
Groton Partners 2004 - 2005
Banc of America Securities 2003 - 2004
Goldman Sachs 2001 - 2002
Merrill Lynch 1996 - 1999
Skills
Investment Banking, Private Equity, Principal Investing, Corporate Strategy, Asset Management, Valuation, Corporate Finance, Capital Markets, Merchant Banking, Financial Structuring, Financial Modeling, Mergers & Acquisitions, LBO, Equities, IPO, 144A, Joint Ventures, Due Diligence, Fairness Opinions, Emerging Markets
Education
Columbia University - Columbia Business School 1999 — 2001
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania - The Wharton School 1992 — 1996
Bachelor of Science (B.S.), Finance, summa cum laude
Adam Fishman's FBR Experience March 2004 - Present
Job Executive Vice President at FBR
Industry Investment Banking
Experience
FBR March 2004 - Present
CIBC World Markets July 2001 - March 2004
Education
Brandeis University 1998 — 2001
BA, Cum Laude, Sociology
Bar-Ilan University 1997 — 1998
Ramaz 1993 — 1997
High School
FBR March 2004 - Present
CIBC World Markets July 2001 - March 2004
Education
Brandeis University 1998 — 2001
BA, Cum Laude, Sociology
Bar-Ilan University 1997 — 1998
Ramaz 1993 — 1997
High School
Robert Ruffing's FBR Experience March 2006 - July 2008
Job Equity Risk Analyst at KeyBanc Capital Markets
Industry Financial Services
Experience
Citigroup Equity Risk AnalystKeyBanc Capital MarketsJuly 2010 - Present
FBR March 2006 - July 2008
Friedman Billings Ramsey 2006 - 2008
Wachovia Securities, LLC March 2004 - March 2006
Alliance Capital Management June 2001 - March 2004
Skills
Capital Markets, Equities, Mutual Funds, Financial Risk, Risk Management
Education
Allegheny College 1994 — 1998
Bachelor of Arts, Economics
Citigroup Equity Risk AnalystKeyBanc Capital MarketsJuly 2010 - Present
FBR March 2006 - July 2008
Friedman Billings Ramsey 2006 - 2008
Wachovia Securities, LLC March 2004 - March 2006
Alliance Capital Management June 2001 - March 2004
Skills
Capital Markets, Equities, Mutual Funds, Financial Risk, Risk Management
Education
Allegheny College 1994 — 1998
Bachelor of Arts, Economics
Luke Fouke's FBR Experience 1996 - 2001
Job American Research Capital
Industry Financial Services
Experience
American Research Capital July 2014 - Present
Kineta, Inc. September 2009 - February 2014
Net Lease Holdings 2004 - 2009
Delafield Hambrecht 2001 - 2004
FBR 1996 - 2001
Skills
Strategic Partnerships, Finance, Corporate Development, Venture Capital, Investor Relations, Start-ups, Private Equity, Strategic Planning, Business Development, Entrepreneurship, Mergers & Acquisitions, Biotechnology, Due Diligence, Lifesciences, Financial Modeling, Pharmaceutical Industry, Financial Analysis, Fundraising, Licensing
Education
Washington University in St. Louis - Olin Business School 1992 — 1996
MBA
Denison University 1988 — 1992
BA, History/Spanish
American Research Capital July 2014 - Present
Kineta, Inc. September 2009 - February 2014
Net Lease Holdings 2004 - 2009
Delafield Hambrecht 2001 - 2004
FBR 1996 - 2001
Skills
Strategic Partnerships, Finance, Corporate Development, Venture Capital, Investor Relations, Start-ups, Private Equity, Strategic Planning, Business Development, Entrepreneurship, Mergers & Acquisitions, Biotechnology, Due Diligence, Lifesciences, Financial Modeling, Pharmaceutical Industry, Financial Analysis, Fundraising, Licensing
Education
Washington University in St. Louis - Olin Business School 1992 — 1996
MBA
Denison University 1988 — 1992
BA, History/Spanish
Matt Dembski's FBR Experience June 1997 - June 2000
Job Portfolio Manager at Torchlight Investors
Industry Investment Management
Experience
Torchlight Investors May 2011 - Present
Commercial Capital Connection, LLC September 2010 - Present
MKM Partners LLC October 2010 - May 2011
Credit Suisse Alternative Investments November 2006 - December 2009
Trilogy Capital Advisors April 2002 - November 2006
Credit Suisse First Boston August 2000 - March 2002
FBR June 1997 - June 2000
Robertson Stephens June 1994 - June 1997
Education
American University 1990 — 1993
BA, Economics
Torchlight Investors May 2011 - Present
Commercial Capital Connection, LLC September 2010 - Present
MKM Partners LLC October 2010 - May 2011
Credit Suisse Alternative Investments November 2006 - December 2009
Trilogy Capital Advisors April 2002 - November 2006
Credit Suisse First Boston August 2000 - March 2002
FBR June 1997 - June 2000
Robertson Stephens June 1994 - June 1997
Education
American University 1990 — 1993
BA, Economics
Charles Constant's FBR Experience February 2004 - June 2008
Job Senior Associate at Domicile Real Estate Brokerage
Industry Commercial Real Estate
Experience
Domicile Real Estate Brokerage December 2013 - Present
Aqua Securities January 2013 - December 2013
Height Analytics November 2010 - November 2012
Greenspring Associates July 2009 - November 2010
Compass Point Research and Trading August 2008 - December 2008
FBR February 2004 - June 2008
UBS March 2003 - February 2004
Deutsche Bank June 2000 - September 2002
Ferris Baker Watts, Inc June 1999 - June 2000
B.T. Alex Brown November 1997 - June 1999
Skills
Series 7, Investor Relations, Securities, Trading, Equities, Equity Trading, New Business Development, Alternative Investments, Bloomberg, Investments, Risk Management
Education
The Johns Hopkins University 1994 — 1996
Social Behavioral Science
Boston University 1990 — 1991
Liberal Arts major
Salisbury School 1986 — 1990
Domicile Real Estate Brokerage December 2013 - Present
Aqua Securities January 2013 - December 2013
Height Analytics November 2010 - November 2012
Greenspring Associates July 2009 - November 2010
Compass Point Research and Trading August 2008 - December 2008
FBR February 2004 - June 2008
UBS March 2003 - February 2004
Deutsche Bank June 2000 - September 2002
Ferris Baker Watts, Inc June 1999 - June 2000
B.T. Alex Brown November 1997 - June 1999
Skills
Series 7, Investor Relations, Securities, Trading, Equities, Equity Trading, New Business Development, Alternative Investments, Bloomberg, Investments, Risk Management
Education
The Johns Hopkins University 1994 — 1996
Social Behavioral Science
Boston University 1990 — 1991
Liberal Arts major
Salisbury School 1986 — 1990
Gordon Treco's FBR Experience 2004 - 2007
Job Partner, Chessiecap Securities, Inc.
Industry Investment Banking
Experience
Chessiecap Securities, Inc. 2013 - 2014
The Washington Corporation September 2010 - October 2013
Focus Investment Banking 2008 - 2010
Trenwith Group, LLC 2007 - 2008
FBR 2004 - 2007
A Bridge 2002 - 2004
Citi 1985 - 2001
Manufacturers Hanover Trust 1981 - 1985
Skills
Venture Capital, Private Equity, Corporate Development, Mergers & Acquisitions, Investment Banking, Capital Markets, Management, Financial Modeling, Start-ups, Due Diligence, Valuation, Alternative Investments, Joint Ventures, Hedge Funds, M&A experience, Equities, Corporate Finance, Strategic Planning, Asset Management, Investments
Education
Denison University 1977 — 1981
BA, History
Hawken School
Chessiecap Securities, Inc. 2013 - 2014
The Washington Corporation September 2010 - October 2013
Focus Investment Banking 2008 - 2010
Trenwith Group, LLC 2007 - 2008
FBR 2004 - 2007
A Bridge 2002 - 2004
Citi 1985 - 2001
Manufacturers Hanover Trust 1981 - 1985
Skills
Venture Capital, Private Equity, Corporate Development, Mergers & Acquisitions, Investment Banking, Capital Markets, Management, Financial Modeling, Start-ups, Due Diligence, Valuation, Alternative Investments, Joint Ventures, Hedge Funds, M&A experience, Equities, Corporate Finance, Strategic Planning, Asset Management, Investments
Education
Denison University 1977 — 1981
BA, History
Hawken School
Adrian Bolinger's FBR Experience January 1999 - April 2008
Job Member at Chirasin Enterprises, LLC
Industry Consumer Services
Experience
Chirasin Enterprises, LLC August 2008 - Present
FBR January 1999 - April 2008
FBR 1998 - 1999
FBR 1996 - 1998
FBR 1994 - 1996
Skills
Equities, Trading, Bloomberg, Capital Markets, Series 7, Keyword Research, Fixed Income, SEO, Link Building, Competitive Analysis, Microsoft Excel, Options, Securities, Investments, Equity Research, Trading Systems, Equity Trading, Series 63, Bloomberg Terminal, Investment Banking, Financial Services, Equities Technology, Institutional..., Bloomberg Data License, Market Data, Electronic Trading, Search Engine Ranking, Microsoft Word, Alternative Investments, Private Equity, PowerPoint, Hedge Funds, Financial Modeling, Mutual Funds, Asset Management, iOS Development, SEM, Git, Github, Core Data
Education
The George Washington University 1991 — 1996
BBA, Finance
Bloc 2015 — 2015
iOS Development, Graduate
Chirasin Enterprises, LLC August 2008 - Present
FBR January 1999 - April 2008
FBR 1998 - 1999
FBR 1996 - 1998
FBR 1994 - 1996
Skills
Equities, Trading, Bloomberg, Capital Markets, Series 7, Keyword Research, Fixed Income, SEO, Link Building, Competitive Analysis, Microsoft Excel, Options, Securities, Investments, Equity Research, Trading Systems, Equity Trading, Series 63, Bloomberg Terminal, Investment Banking, Financial Services, Equities Technology, Institutional..., Bloomberg Data License, Market Data, Electronic Trading, Search Engine Ranking, Microsoft Word, Alternative Investments, Private Equity, PowerPoint, Hedge Funds, Financial Modeling, Mutual Funds, Asset Management, iOS Development, SEM, Git, Github, Core Data
Education
The George Washington University 1991 — 1996
BBA, Finance
Bloc 2015 — 2015
iOS Development, Graduate
Moira McKenna's FBR Experience May 2010 - August 2010
Job Student at College of the Holy Cross
Industry Computer & Network Security
Experience
FBR May 2010 - August 2010
E&R Cleaners September 2009 - December 2009
Hennes and Mauritz May 2009 - August 2009
Ann Taylor May 2008 - August 2008
Education
College of the Holy Cross 2007 — 2011
Computer Science, Environmental Studies
FBR May 2010 - August 2010
E&R Cleaners September 2009 - December 2009
Hennes and Mauritz May 2009 - August 2009
Ann Taylor May 2008 - August 2008
Education
College of the Holy Cross 2007 — 2011
Computer Science, Environmental Studies
Aleksandra Cvijetinovic's FBR Experience 2004 - 2008
Job Supervisory Financial Analyst at Federal Reserve Board
Industry Capital Markets
Experience
Federal Reserve Board June 2011 - Present
U.S. Department of Treasury March 2009 - June 2011
FBR 2004 - 2008
GMAC RFC Securities 2003 - 2005
Education
American University
Case Western Reserve University
Federal Reserve Board June 2011 - Present
U.S. Department of Treasury March 2009 - June 2011
FBR 2004 - 2008
GMAC RFC Securities 2003 - 2005
Education
American University
Case Western Reserve University
Justin Meadlin's FBR Experience August 2007 - June 2012
Job CoFounder and Managing Partner at Hyaline Capital Management, LLC
Industry Investment Management
Experience
Hyaline Capital Management, LLC June 2012 - Present
FBR August 2007 - June 2012
Cowen and Company 2006 - 2007
Bank of America 2003 - 2006
Credit Suisse 2000 - 2003
Skills
Hedge Funds, Equity Research, Alternative Investments, Financial Analysis, Valuation, Asset Management, Equities, Risk Management, Investments, Capital Markets, Private Equity, Bloomberg, Investment Banking, Venture Capital, Fixed Income, Financial Modeling, Portfolio Management
Education
Columbia University in the City of New York
Bachelor of Arts (B.A.), Economics
Hyaline Capital Management, LLC June 2012 - Present
FBR August 2007 - June 2012
Cowen and Company 2006 - 2007
Bank of America 2003 - 2006
Credit Suisse 2000 - 2003
Skills
Hedge Funds, Equity Research, Alternative Investments, Financial Analysis, Valuation, Asset Management, Equities, Risk Management, Investments, Capital Markets, Private Equity, Bloomberg, Investment Banking, Venture Capital, Fixed Income, Financial Modeling, Portfolio Management
Education
Columbia University in the City of New York
Bachelor of Arts (B.A.), Economics
Mitch Chen's FBR Experience 2007 - 2008
Job Enterprise Architect at ITS Group, Inc.
Industry Information Technology and Services
Experience
Ascendra, Inc June 2012 - Present
ITS Group, Inc. February 1995 - Present
Ascendra 2012 - 2014
Accelera Solutions 2011 - 2012
Accelera Solutions 2011 - 2012
Sunrise Senior Living 1995 - 2010
FBR 2007 - 2008
Network Alliance, Inc. 2000 - 2005
Legent 1991 - 1992
Legent 1991 - 1992
Skills
Lync server 2013, Exchange 2013, Lync Server 2010, Exchange 2010/2007/2003, Office Communications..., Hyper-V, Business Analysis, DNS, Virtualization, Cloud Computing, Microsoft Technologies, IIS, Windows Server, Business Intelligence, SaaS, SAN, Microsoft Exchange, VDI, Program Management, Integration, Microsoft SQL Server, SharePoint, VMware Infrastructure, Active Directory, PMP, ITIL, IT Management, VMware ESX, IT Service Management, Lync, Email Migration, VMware
Education
Cornell University 1993 — 1995
Master of Business Administration (M.B.A.), School of Hotel Administration, A
Cornell University 1986 — 1990
Bachelors of Science, Business
Ascendra, Inc June 2012 - Present
ITS Group, Inc. February 1995 - Present
Ascendra 2012 - 2014
Accelera Solutions 2011 - 2012
Accelera Solutions 2011 - 2012
Sunrise Senior Living 1995 - 2010
FBR 2007 - 2008
Network Alliance, Inc. 2000 - 2005
Legent 1991 - 1992
Legent 1991 - 1992
Skills
Lync server 2013, Exchange 2013, Lync Server 2010, Exchange 2010/2007/2003, Office Communications..., Hyper-V, Business Analysis, DNS, Virtualization, Cloud Computing, Microsoft Technologies, IIS, Windows Server, Business Intelligence, SaaS, SAN, Microsoft Exchange, VDI, Program Management, Integration, Microsoft SQL Server, SharePoint, VMware Infrastructure, Active Directory, PMP, ITIL, IT Management, VMware ESX, IT Service Management, Lync, Email Migration, VMware
Education
Cornell University 1993 — 1995
Master of Business Administration (M.B.A.), School of Hotel Administration, A
Cornell University 1986 — 1990
Bachelors of Science, Business
Candace Tweed's FBR Experience June 2005 - April 2008
Job Tax Director Airbus Group HQ
Industry Aviation & Aerospace
Experience
Airbus Group HQ April 2008 - Present
FBR June 2005 - April 2008
PricewaterhouseCoopers 2003 - 2005
Skills
GAAP, Sarbanes-Oxley Act, Cost Accounting, Earned Value Management, Auditing, Accounting, Financial Reporting, Financial Analysis, Financial Modeling, Internal Controls, Variance Analysis, Research, Financial Accounting, Mergers & Acquisitions, General Ledger
Education
American University
MST
James Madison University 1999 — 2003
BBA, Accounting
Airbus Group HQ April 2008 - Present
FBR June 2005 - April 2008
PricewaterhouseCoopers 2003 - 2005
Skills
GAAP, Sarbanes-Oxley Act, Cost Accounting, Earned Value Management, Auditing, Accounting, Financial Reporting, Financial Analysis, Financial Modeling, Internal Controls, Variance Analysis, Research, Financial Accounting, Mergers & Acquisitions, General Ledger
Education
American University
MST
James Madison University 1999 — 2003
BBA, Accounting
Curt Gallagher's FBR Experience 2004 - May 2011
Job Citadel
Industry Financial Services
Experience
Citadel LLC September 2015 - Present
The Blackstone Group May 2011 - September 2015
FBR 2004 - May 2011
Cassidy Turley 2002 - 2004
Education
Columbia Business School
MBA
Georgetown Prep
Washington and Lee University
BA, Economics
Citadel LLC September 2015 - Present
The Blackstone Group May 2011 - September 2015
FBR 2004 - May 2011
Cassidy Turley 2002 - 2004
Education
Columbia Business School
MBA
Georgetown Prep
Washington and Lee University
BA, Economics
Monique Kadnar's FBR Experience November 2004 - July 2010
Job Legal Services Professional
Industry Legal Services
Experience
Fannie Mae October 2010 - Present
FBR November 2004 - July 2010
Dechert LLP August 1994 - October 2004
Education
Washington and Lee University School of Law 1984 — 1987
JD
Duke University 1980 — 1984
BA, Political Science/Art History
Fannie Mae October 2010 - Present
FBR November 2004 - July 2010
Dechert LLP August 1994 - October 2004
Education
Washington and Lee University School of Law 1984 — 1987
JD
Duke University 1980 — 1984
BA, Political Science/Art History
Rich McCallum's FBR Experience June 2004 - June 2006
Job Partner at Elmrox Investment Group
Industry Investment Management
Experience
Elmrox Investment Group October 2014 - Present
AR Schmeidler June 2011 - September 2014
Spectrum Equity Investors August 2006 - October 2009
FBR June 2004 - June 2006
Skills
Private Equity, Valuation, LBO, Investment Banking, Financial Modeling, Hedge Funds, Corporate Finance, Equities, Due Diligence, Special Situations, Venture Capital, Investments, Alternative Investments, Capital Markets, Equity Research, Analytics, Corporate Development, Portfolio Management
Education
Columbia University - Columbia Business School 2010 — 2011
MBA
University of Virginia 2000 — 2004
BA, Economics, Psychology
Elmrox Investment Group October 2014 - Present
AR Schmeidler June 2011 - September 2014
Spectrum Equity Investors August 2006 - October 2009
FBR June 2004 - June 2006
Skills
Private Equity, Valuation, LBO, Investment Banking, Financial Modeling, Hedge Funds, Corporate Finance, Equities, Due Diligence, Special Situations, Venture Capital, Investments, Alternative Investments, Capital Markets, Equity Research, Analytics, Corporate Development, Portfolio Management
Education
Columbia University - Columbia Business School 2010 — 2011
MBA
University of Virginia 2000 — 2004
BA, Economics, Psychology
Brian Ludwig's FBR Experience November 2006 - July 2010
Job Vice President, Institutional Equity Sales at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities August 2013 - June 2014
Craig-Hallum Capital Group August 2010 - November 2012
FBR November 2006 - July 2010
Skills
Equity Research, Series 7, Series 63
Education
Boston College 2014 — 2015
Master's Degree, Finance
Fairfield University 2001 — 2005
BS, Finance
Wunderlich Securities August 2013 - June 2014
Craig-Hallum Capital Group August 2010 - November 2012
FBR November 2006 - July 2010
Skills
Equity Research, Series 7, Series 63
Education
Boston College 2014 — 2015
Master's Degree, Finance
Fairfield University 2001 — 2005
BS, Finance
Thad Olchowski's FBR Experience September 2009 - December 2011
Job Vice President at Macquarie Capital
Industry Investment Banking
Experience
Macquarie Capital Partners July 2013 - Present
Loughlin Management Partners January 2012 - July 2013
FBR September 2009 - December 2011
Shattuck Hammond Partners June 2008 - September 2009
WR Hambrecht + Co September 2006 - December 2006
Skills
Investment Banking, Financial Modeling, Valuation, Mergers, Due Diligence, Financial Analysis, Capital Markets, Corporate Finance, Bloomberg, Healthcare, Excel, Microsoft Office, Series 7, Corporate Development, Special Situations, Divestitures, Series 63, Strategy, Management Consulting, Financial Advisory, Private Equity, LBO, Leveraged Finance, Hedge Funds, Venture Capital
Education
Dartmouth College 2004 — 2008
AB, Economics
Deerfield Academy 2000 — 2004
Macquarie Capital Partners July 2013 - Present
Loughlin Management Partners January 2012 - July 2013
FBR September 2009 - December 2011
Shattuck Hammond Partners June 2008 - September 2009
WR Hambrecht + Co September 2006 - December 2006
Skills
Investment Banking, Financial Modeling, Valuation, Mergers, Due Diligence, Financial Analysis, Capital Markets, Corporate Finance, Bloomberg, Healthcare, Excel, Microsoft Office, Series 7, Corporate Development, Special Situations, Divestitures, Series 63, Strategy, Management Consulting, Financial Advisory, Private Equity, LBO, Leveraged Finance, Hedge Funds, Venture Capital
Education
Dartmouth College 2004 — 2008
AB, Economics
Deerfield Academy 2000 — 2004
Katiuska Santander's FBR Experience June 2011 - August 2011
Job General Manager ► Maximizing operational and financial performance
Industry Food & Beverages
Experience
Off The Wall August 2012 - Present
Syracuse University January 2010 - May 2012
FBR June 2011 - August 2011
New York University August 2008 - December 2008
US Securities and Exchange Commission June 2008 - August 2008
Skills
Microsoft Excel, Research, Filing, Coaching, Fax, Security, Data Analysis, Microsoft Office, OS X, HTML, Social Media, PowerPoint, Public Speaking, Access, WordPress, Leadership
Education
City University of New York-Baruch College 2013 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Syracuse University 2009 — 2012
BA, Information Management & Technology
Off The Wall August 2012 - Present
Syracuse University January 2010 - May 2012
FBR June 2011 - August 2011
New York University August 2008 - December 2008
US Securities and Exchange Commission June 2008 - August 2008
Skills
Microsoft Excel, Research, Filing, Coaching, Fax, Security, Data Analysis, Microsoft Office, OS X, HTML, Social Media, PowerPoint, Public Speaking, Access, WordPress, Leadership
Education
City University of New York-Baruch College 2013 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Syracuse University 2009 — 2012
BA, Information Management & Technology
James Flajser's FBR Experience 2011 - Present
Job Vice President at FBR
Industry Investment Banking
Experience
FBR 2011 - Present
FBR 2008 - 2010
FBR 2005 - 2007
Skills
Investment Banking, Private Equity, Valuation, Equities, Capital Markets, Financial Modeling
Education
Duke University 2001 — 2005
B.A., Economics, Markets & Management Studies, History
Landon 1992 — 2001
FBR 2011 - Present
FBR 2008 - 2010
FBR 2005 - 2007
Skills
Investment Banking, Private Equity, Valuation, Equities, Capital Markets, Financial Modeling
Education
Duke University 2001 — 2005
B.A., Economics, Markets & Management Studies, History
Landon 1992 — 2001
Ian Swanberg's FBR Experience June 2013 - Present
Job MBA, Hill staffer, Policy analyst
Industry Financial Services
Experience
FBR June 2013 - Present
FBR May 2012 - August 2012
Office of U.S. Senator Susan M. Collins October 2009 - June 2011
Office of U.S. Senator Susan M. Collins December 2008 - October 2009
Office of U.S. Senator Susan M. Collins May 2007 - December 2008
Office of U.S. Senator Susan M. Collins September 2006 - May 2007
Skills
Leadership, Press Releases, Public Policy, Public Speaking, Legislation, Research
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA
McGill University 2002 — 2006
Bachelor of Arts, Economics, Political Science
FBR June 2013 - Present
FBR May 2012 - August 2012
Office of U.S. Senator Susan M. Collins October 2009 - June 2011
Office of U.S. Senator Susan M. Collins December 2008 - October 2009
Office of U.S. Senator Susan M. Collins May 2007 - December 2008
Office of U.S. Senator Susan M. Collins September 2006 - May 2007
Skills
Leadership, Press Releases, Public Policy, Public Speaking, Legislation, Research
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA
McGill University 2002 — 2006
Bachelor of Arts, Economics, Political Science
Jon Pawlak's FBR Experience June 2006 - July 2008
Job Chief Investment Officer at JRP Management
Industry Investment Management
Experience
JRP Management June 2012 - Present
ML Private Investments LLC July 2008 - May 2012
FBR June 2006 - July 2008
PNC October 2005 - June 2006
Education
Duquesne University 2004 — 2006
MBA, Finance
Duquesne University 2000 — 2004
BSBA, Finance and Investment Management
JRP Management June 2012 - Present
ML Private Investments LLC July 2008 - May 2012
FBR June 2006 - July 2008
PNC October 2005 - June 2006
Education
Duquesne University 2004 — 2006
MBA, Finance
Duquesne University 2000 — 2004
BSBA, Finance and Investment Management
Anthony Pacione's FBR Experience March 2012 - January 2014
Job Managing Director at JMP
Industry Investment Management
Experience
JMP Group January 2014 - Present
FBR March 2012 - January 2014
Forum Asset Management,LLC January 2011 - March 2012
FBR October 2003 - January 2011
Education
Boston College 1993 — 1995
Master of Arts (M.A.), Economics
Lehigh University 1989 — 1993
Bachelor of Arts (B.A.), International Relations and Affairs, Economics
JMP Group January 2014 - Present
FBR March 2012 - January 2014
Forum Asset Management,LLC January 2011 - March 2012
FBR October 2003 - January 2011
Education
Boston College 1993 — 1995
Master of Arts (M.A.), Economics
Lehigh University 1989 — 1993
Bachelor of Arts (B.A.), International Relations and Affairs, Economics
Michael O'Byrne's FBR Experience June 2011 - October 2011
Job MBA Candidate at Columbia Business School
Industry Financial Services
Experience
Macquarie Group January 2012 - June 2014
FBR June 2011 - October 2011
FinPro, Inc. October 2009 - June 2011
Skills
Equity Research
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Georgetown University
BA, Economics, Mathematics
Macquarie Group January 2012 - June 2014
FBR June 2011 - October 2011
FinPro, Inc. October 2009 - June 2011
Skills
Equity Research
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Georgetown University
BA, Economics, Mathematics
Darla Shay's FBR Experience 2010 - 2011
Job Investor Relations at Dick's Sporting Goods
Industry Retail
Experience
DICK'S Sporting Goods November 2013 - Present
Credit Suisse 2011 - July 2013
FBR 2010 - 2011
Telsey Advisory Group 2008 - 2010
Skills
Bloomberg, Capital Markets, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Investor Relations, Portfolio Management, Series 7, Valuation
Education
Duke University 2004 — 2008
Fox Chapel
DICK'S Sporting Goods November 2013 - Present
Credit Suisse 2011 - July 2013
FBR 2010 - 2011
Telsey Advisory Group 2008 - 2010
Skills
Bloomberg, Capital Markets, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Investor Relations, Portfolio Management, Series 7, Valuation
Education
Duke University 2004 — 2008
Fox Chapel
Daniel Blood's FBR Experience July 2008 - Present
Job Senior Managing Director at FBR
Industry Investment Banking
Experience
FBR July 2008 - Present
Bear Stearns June 1990 - June 2008
Chemical Bank June 1984 - June 1989
Education
University of Chicago GSB 1988 — 1990
Master of Business Administration (MBA), Accounting and Finance
Davidson College 1980 — 1984
Bachelor of Arts (BA), Economics
FBR July 2008 - Present
Bear Stearns June 1990 - June 2008
Chemical Bank June 1984 - June 1989
Education
University of Chicago GSB 1988 — 1990
Master of Business Administration (MBA), Accounting and Finance
Davidson College 1980 — 1984
Bachelor of Arts (BA), Economics
Department of Veterans Affairs
US Census Bureau
U.S. Department of Veterans Affairs
FDA
US Securities and Exchange Commission
USAID
US Fish and Wildlife Service
TSA